Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
HEALTHY COMMUNITIES FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)19 RIVERSIDE ROAD NO 6
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RIVERSIDE, IL605462606
A Employer identification number

36-4324067
B Telephone number (see instructions)

(708) 443-5674
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$133,429,715
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 7,208 7,208  
4 Dividends and interest from securities... 2,559,345 2,542,033  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,526,093
b Gross sales price for all assets on line 6a 29,991,403
7 Capital gain net income (from Part IV, line 2)... 1,681,375
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... -252,157 -161,198  
12 Total. Add lines 1 through 11........ 3,840,489 4,069,418  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 262,335 39,350   222,985
14 Other employee salaries and wages...... 607,622 20,779   584,766
15 Pension plans, employee benefits....... 256,372 17,720   149,578
16a Legal fees (attach schedule)......... 7,390 0   4,403
b Accounting fees (attach schedule)....... 34,408 0   28,750
c Other professional fees (attach schedule).... 844,504 325,052   54,199
17 Interest............... 18,453 12,891   0
18 Taxes (attach schedule) (see instructions)... 7,215 7,300   0
19 Depreciation (attach schedule) and depletion... 56,130 0  
20 Occupancy.............. 58,168 0   58,168
21 Travel, conferences, and meetings....... 57,125 0   56,067
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 278,729 395,226   279,442
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,488,451 818,318   1,438,358
25 Contributions, gifts, grants paid....... 8,530,238 8,656,396
26 Total expenses and disbursements. Add lines 24 and 25 11,018,689 818,318   10,094,754
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,178,200
b Net investment income (if negative, enter -0-) 3,251,100
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 232,447 480,619 480,619
2 Savings and temporary cash investments......... 1,282,391 3,810,738 3,810,738
3 Accounts receivable bullet22,654
Less: allowance for doubtful accounts bullet   691,174 22,654 22,654
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 7,405 11,835 11,835
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 127,690,331 Click to see attachment127,077,201 127,077,201
14 Land, buildings, and equipment: basis bullet723,973
Less: accumulated depreciation (attach schedule) bullet127,824 5,954 Click to see attachment596,149 596,149
15 Other assets (describe bullet) Click to see attachment23,384 Click to see attachment1,430,519 Click to see attachment1,430,519
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 129,933,086 133,429,715 133,429,715
Liabilities 17 Accounts payable and accrued expenses.......... 69,588 95,479
18 Grants payable................. 376,658 250,500
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment13,881 Click to see attachment118,036
23 Total liabilities (add lines 17 through 22)......... 460,127 464,015
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 129,472,959 132,965,700
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 129,472,959 132,965,700
30 Total liabilities and net assets/fund balances (see instructions). 129,933,086 133,429,715
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
129,472,959
2
Enter amount from Part I, line 27a .....................
2
-7,178,200
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,475,818
4
Add lines 1, 2, and 3 ..........................
4
133,770,577
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
804,877
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
132,965,700
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b ALLIED INVENTORS FUND, LLC P    
c ARGA EMERGING MARKETS EQUITY FUND P    
d CAPITAL TODAY CHINA GROWTH FUND, LP P    
e LITTLEJOHN FUND VI, LP P    
MEANINGFUL PARTNERS DC VEHICLE I, LP P    
METROPOLITAN REAL ESTATE PARTNERS IV-A, LP P    
PANGAEA TWO, LP P    
Q-BLK PRIVATE CAPITAL II PARALLEL, LP P    
QUESTA CAPITAL PARTNERS I, LP P    
RESOURCE LAND VALUE IV, LLC P    
SEEDING & STRATEGIC CAPITAL FUND II, LP P    
TRUEBRIDGE CAPITAL PARTNERS FUND VI (CAYMAN), LP P    
WELLINGTON TRUST CTF SMALL CAP OPPS PORTFOLIO P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 29,991,403   28,185,286 1,806,117
b       11,855
c       138,033
d       -87,792
e       529
      100
      -563,804
      39,569
      102,896
      8,797
      47,783
      6,552
      293
      170,447
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,806,117
b       11,855
c       138,033
d       -87,792
e       529
      100
      -563,804
      39,569
      102,896
      8,797
      47,783
      6,552
      293
      170,447
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,681,375
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 45,190
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 45,190
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 45,190
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 70,286
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 70,286
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 25,096
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet25,096 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHCFDN.ORG
    14
    The books are in care ofbulletMARIA PESQUEIRA Telephone no.bullet (708) 443-5674

    Located atbullet19 RIVERSIDE ROAD SUITE 6RIVERSIDEIL ZIP+4bullet605462606
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARIA PESQUEIRA PRESIDENT
    40.00
    262,335 37,350 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    GRACE HOU CHAIR, BOARD MEMBER
    4.00
    0 0 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    AMALIA S RIOJA VICE CHAIR, BOARD MEMBER
    1.00
    0 0 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    JOSEPH W MCINERNEY TREASURER, BOARD MEMBER
    4.00
    0 0 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    CARL BERGETZ SECRETARY, BOARD MEMBER
    4.00
    0 0 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    ELYSE FORKOSH CUTLER BOARD MEMBER
    1.00
    0 0 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    CRAIG HUFFMAN BOARD MEMBER
    1.00
    0 0 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    CHARLES W MULANEY JR BOARD MEMBER
    1.00
    0 0 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    ANNE MARIE MURPHY PHD BOARD MEMBER
    1.00
    0 0 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    DR YESENIA YEPEZ BOARD MEMBER
    1.00
    0 0 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    CARONINA GRIMBLE BOARD MEMBER BEGAN 01/01/20
    1.00
    0 0 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    ELVA GONZALEZ DIRECTOR OF FINANCE
    40.00
    138,527 19,500 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    NORA GARCIA DIRECTOR OF PROGRAMS
    40.00
    128,457 18,000 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    CHRISTINE M RAMIREZ PROGRAM MANAGER
    40.00
    96,070 14,250 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    JACQUELINE A RODRIGUEZ COMMUNICATIONS DIREC
    40.00
    90,681 13,500 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    CLAUDIA PEREZ GRANTS AND OPERATION
    40.00
    70,736 10,545 0
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    Total number of other employees paid over $50,000...................bullet 1
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    SYNERGY CONSTRUCTION GROUP RENOVATION 626,225
    2037 W CARROLL AVE
    CHICAGO,IL60612
    DIMEO SCHNEIDER & ASSOCIATES LLC INVESTMENT ADVISORY FEES 118,691
    500 W MADISON STREET SUITE 1700
    CHICAGO,IL60661
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    119,619,256
    b
    Average of monthly cash balances.......................
    1b
    3,285,158
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    122,904,414
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    122,904,414
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,843,566
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    121,060,848
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,053,042
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,053,042
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    45,190
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    45,190
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,007,852
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,007,852
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,007,852
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    10,094,754
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    646,325
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    10,741,079
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    10,741,079
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 6,007,852
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 5,167,190
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 10,741,079
    a Applied to 2019, but not more than line 2a 5,167,190
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 5,573,889
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    433,963
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MARIA PESQUEIRA
    19 RIVERSIDE ROAD 6
    RIVERSIDE,IL605462606
    (708) 443-5674
    MPESQUEIRA@HCFDN.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    ONLINE GRANTS PORTAL: TO APPLY FOR FUNDING IN THE 2020 GRANT CYCLE, THE LOI AND SUBSEQUENT FULL APPLICATION (IF APPLICABLE) SHOULD BE SUBMITTED VIA OUR ONLINE GRANTS PORTAL, WIZEHIVE. APPLICANTS WITH AN EXISTING WIZEHIVE ACCOUNT WILL SEE THE FUNDING OPPORTUNITY ON THE HOMEPAGE. NEW APPLICANTS MUST CREATE AN ORGANIZATIONAL PROFILE BEFORE HAVING ACCESS TO THE CURRENT GRANT CYCLE. INSTRUCTIONS: SEE OUR WEBSITE AT HTTPS://HCFDN.ORG/INFO-REGARDING-OUR-2020-GRANT-CYCLE/
    cAny submission deadlines:
    MAY 15; JUNE 15; JULY 15; AUG. 15; END OF AUG.-SEPT; DEC. DETAILS ON HTTPS://HCFDN.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANT ELIGIBILITY-WHO WE FUND: NONPROFIT ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER PROVISIONS OF SECTION 501(C)(3) OF THE IRS CODE. ORGANIZATIONS THAT ARE NOT TAX EXEMPT MAY APPLY WITH A FISCAL AGENT. FOR AN ORGANIZATION TO BE ELIGIBLE, AT LEAST 20% OF TOTAL INDIVIDUALS SERVED MUST LIVE IN OUR SERVICE REGION. FOR HOSPITALS AND UNIVERSITY SYSTEMS WITH OPERATING BUDGETS GREATER THAN $10 MILLION, WE WILL ONLY AWARD PROJECT SUPPORT GRANTS FOR INITIATIVES LOCATED WITHIN OUR SERVICE REGION WHICH DEMONSTRATE A STRATEGIC PARTNERSHIP WITH AND STRONG COMMITMENT TO LOCAL COMMUNITY PARTNER(S). WHAT WE DO NOT FUND: BUSINESSES CAPITAL CAMPAIGNS, GOVERNMENT ENTITIES, INDIVIDUALS, NATIONAL ORGANIZATIONS NOT FOCUSED ON OUR SERVICE REGION, PARTISAN POLITICAL ACTIVITIES, RELIGIOUS ACTIVITIES, SCHOLARSHIPS, SCHOOL DISTRICTS & INDIVIDUAL SCHOOLS (INCLUDING PTOS). GENERALLY, WE DO NOT FUND MORE THAN 10% OF AN ORG.S OPERATING BUDGET. ONLY CAPITAL EXP. FOR MTLS. CONSIDERED FOR FUNDING.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS COMMUNITY HEALTH NETWORK
    600 WEST FULTON STREET SUITE 200
    CHICAGO,IL60661
    N/A PC GENERAL OPERATING SUPPORT 180,000
    ADLER UNIVERSITY
    17 N DEARBORN ST 15TH FLOOR
    CHICAGO,IL60602
    N/A PC GENERAL OPERATING SUPPORT 27,500
    AGING CARE CONNECTIONS
    111 W HARRIS AVENUE
    LA GRANGE,IL60525
    N/A PC GENERAL OPERATING SUPPORT 60,000
    AGING CARE CONNECTIONS
    111 W HARRIS AVENUE
    LA GRANGE,IL60525
    N/A PC STRATEGIC INITIATIVE GRANT - HEALTHCARE 25,650
    AGING CARE CONNECTIONS
    111 W HARRIS AVENUE
    LA GRANGE,IL60525
    N/A PC HEALTHCARE GRANT 25,650
    ALIVIO MEDICAL CENTER
    966 W 21ST ST
    CHICAGO,IL60608
    N/A PC GENERAL OPERATING SUPPORT 180,500
    ALIVIO MEDICAL CENTER
    966 W 21ST ST
    CHICAGO,IL60608
    N/A PC RAPID RESPONSE COVID GRANT 7,500
    ALIVIO MEDICAL CENTER
    966 W 21ST ST
    CHICAGO,IL60608
    N/A PC STRATEGIC INITIATIVE GRANT - HEALTHCARE 45,000
    ALIVIO MEDICAL CENTER
    966 W 21ST ST
    CHICAGO,IL60608
    N/A PC HEALTHCARE GRANT 40,000
    ALL OUR CHILDREN'S ADVOCACY CENTER
    8651 S 79TH AVE
    JUSTICE,IL60458
    N/A PC GENERAL OPERATING SUPPORT 27,500
    ALLIANCE TO END HOMELESSNESS IN SUBURBAN COOK COUNTY
    4415 W HARRISON SUITE 228
    HILLSIDE,IL601621904
    N/A PC GENERAL OPERATING SUPPORT 27,500
    ARAB AMERICAN FAMILY SERVICES
    9044 S OCTAVIA AVE
    BRIDGEVIEW,IL60455
    N/A PC GENERAL OPERATING SUPPORT 200,000
    ARAB AMERICAN FAMILY SERVICES
    9044 S OCTAVIA AVE
    BRIDGEVIEW,IL60455
    N/A PC RAPID RESPONSE COVID GRANT 10,000
    AUSTIN COMING TOGETHER
    5049 W HARRISON ST
    CHICAGO,IL60644
    N/A PC GENERAL OPERATING SUPPORT 30,000
    BEDS PLUS CARE INC
    9601 EAST OGDEN AVENUE
    LA GRANGE,IL60525
    N/A PC GENERAL OPERATING SUPPORT 105,500
    BEDS PLUS CARE INC
    9601 EAST OGDEN AVENUE
    LA GRANGE,IL60525
    N/A PC RAPID RESPONSE COVID GRANT 10,000
    BEDS PLUS CARE INC
    9601 EAST OGDEN AVENUE
    LA GRANGE,IL60525
    N/A PC STRATEGIC INITIATIVE GRANT - HEALTHCARE 27,500
    BEDS PLUS CARE INC
    9601 EAST OGDEN AVENUE
    LA GRANGE,IL60525
    N/A PC HEALTHCARE GRANT 27,500
    BEYOND HUNGER
    848 LAKE STREET
    OAK PARK,IL60301
    N/A PC RAPID RESPONSE COVID GRANT 7,500
    BEYOND HUNGER
    848 LAKE STREET
    OAK PARK,IL60301
    N/A PC GENERAL OPERATING SUPPORT 46,078
    BRIGHTON PARK NEIGHBORHOOD COUNCIL
    4477 S ARCHER AVE
    CHICAGO,IL60632
    N/A PC GENERAL OPERATING SUPPORT 100,000
    BUILD INC
    5100 W HARRISON STREET
    CHICAGO,IL60644
    N/A PC RAPID RESPONSE COVID GRANT 5,000
    BUILD INC
    5100 W HARRISON STREET
    CHICAGO,IL60644
    N/A PC GENERAL OPERATING SUPPORT 200,000
    CASA CENTRAL
    1343 N CALIFORNIA AVE
    CHICAGO,IL60622
    N/A PC GENERAL OPERATING SUPPORT 55,500
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
    721 N LASALLE STREET
    CHICAGO,IL60654
    N/A PC GENERAL OPERATING SUPPORT 28,000
    CENTER FOR INDEPENDENCE THROUGH CONDUCTIVE EDUCATION INC
    100 W PLAINFIELD RD STE 100
    COUNTRYSIDE,IL60525
    N/A PC GENERAL OPERATING SUPPORT 45,000
    CHICAGO CARES INC
    641 W LAKE STREET
    CHICAGO,IL60661
    N/A PC CAPACITY BUILDING INITIATIVE GRANT 50,000
    CHICAGO CITYWIDE LITERACY COALITION
    641 W LAKE STREET SUITE 200
    CHICAGO,IL60661
    N/A PC GENERAL OPERATING SUPPORT 22,000
    CHICAGO COMMUNITY TRUST
    225 N MICHIGAN AVE NO 2200
    CHICAGO,IL60601
    N/A PC STRATEGIC INITIATIVE - COLLABORATIVE GRANT 100,000
    COALITION FOR SPIRITUAL AND PUBLIC LEADERSHIP
    1701 S 1ST AVE SUITE 407
    MAYWOOD,IL60153
    N/A PC GENERAL OPERATING SUPPORT 30,000
    COMMUNITYHEALTH
    2611 W CHICAGO AVE
    CHICAGO,IL60622
    N/A PC GENERAL OPERATING SUPPORT 280,000
    DEVICES FOR THE DISABLED
    2743 W 36TH PLACE
    CHICAGO,IL606321616
    N/A PC GENERAL OPERATING SUPPORT 30,000
    EL VALOR CORPORATION
    1850 W 21ST ST
    CHICAGO,IL60608
    N/A PC GENERAL OPERATING SUPPORT 100,500
    EL VALOR CORPORATION
    1850 W 21ST ST
    CHICAGO,IL60608
    N/A PC RAPID RESPONSE COVID GRANT 7,500
    ENLACE CHICAGO
    2756 S HARDING
    CHICAGO,IL60623
    N/A PC GENERAL OPERATING SUPPORT 200,000
    ENLACE CHICAGO
    2756 S HARDING
    CHICAGO,IL60623
    N/A PC RAPID RESPONSE COVID GRANT 10,000
    EQUAL HOPE
    300 S ASHLAND AVE STE 202
    CHICAGO,IL60607
    N/A PC GENERAL OPERATING SUPPORT 191,000
    EQUAL HOPE
    300 S ASHLAND AVE STE 202
    CHICAGO,IL60607
    N/A PC RAPID RESPONSE COVID GRANT 7,500
    ERIE FAMILY HEALTH FOUNDATION INC
    1701 W SUPERIOR ST THIRD FLOOR
    CHICAGO,IL606225646
    N/A PC GENERAL OPERATING SUPPORT 180,000
    ERIE NEIGHBORHOOD HOUSE
    1701 W SUPERIOR ST
    CHICAGO,IL60622
    N/A PC GENERAL OPERATING SUPPORT 201,150
    ERIE NEIGHBORHOOD HOUSE
    1701 W SUPERIOR ST
    CHICAGO,IL60622
    N/A PC RAPID RESPONSE COVID GRANT 7,500
    ESPERANZA HEALTH CENTER
    2001 S CALIFORNIA AVE
    CHICAGO,IL60608
    N/A PC GENERAL OPERATING SUPPORT 200,000
    ESPERANZA HEALTH CENTERS
    2001 S CALIFORNIA AVE
    CHICAGO,IL60608
    N/A PC RAPID RESPONSE COVID GRANT 5,000
    FAMILY FOCUS
    310 SOUTH PEORIA SUITE 301
    CHICAGO,IL60607
    N/A PC GENERAL OPERATING SUPPORT 120,000
    FAMILY SERVICE AND MENTAL HEALTH CENTER OF CICERO
    5341 W CERMAK ROAD
    CICERO,IL60804
    N/A PC RAPID RESPONSE COVID GRANT 7,500
    FAMILY SERVICE AND MENTAL HEALTH CENTER OF CICERO
    5341 W CERMAK ROAD
    CICERO,IL60804
    N/A PC GENERAL OPERATING SUPPORT 130,000
    FOREFRONT CHARITY
    200 W MADISON ST 2ND FLOOR
    CHICAGO,IL60606
    N/A PC CAPACITY BUILDING GRANT - MISSION SUSTAINABILITY 10,000
    FOREFRONT CHARITY
    200 W MADISON ST 2ND FLOOR
    CHICAGO,IL60606
    N/A PC STRATEGIC INITIATIVE - COLLABORATIVE GRANT 60,000
    FRIENDS OF THE PARKS
    17 N STATE ST SUITE 1450
    CHICAGO,IL60602
    N/A PC GENERAL OPERATING SUPPORT 25,000
    GADS HILL CENTER
    1919 W CULLERTON
    CHICAGO,IL60608
    N/A PC GENERAL OPERATING SUPPORT 200,000
    GADS HILL CENTER
    1919 W CULLERTON
    CHICAGO,IL60608
    N/A PC RAPID RESPONSE COVID GRANT 7,500
    GREATER CHICAGO FOOD DEPOSITORY
    4100 WEST ANN LURIE PLACE
    CHICAGO,IL60632
    N/A PC GENERAL OPERATING SUPPORT 43,000
    HEALTH AND MEDICINE POLICY RESEARCH GROUP
    29 E MADISON STREET SUITE 602
    CHICAGO,IL60602
    N/A PC STRATEGIC INITIATIVE GRANT - HEALTHCARE 88,158
    HEALTHCARE ALTERNATIVE SYSTEMS INC
    2755 W ARMITAGE
    CHICAGO,IL60647
    N/A PC HEALTHCARE GRANT 35,000
    HEALTHCARE ALTERNATIVE SYSTEMS INC
    2755 W ARMITAGE
    CHICAGO,IL60647
    N/A PC GENERAL OPERATING SUPPORT 125,000
    HEALTHCARE ALTERNATIVE SYSTEMS INC
    2755 W ARMITAGE
    CHICAGO,IL60647
    N/A PC STRATEGIC INITIATIVE GRANT - HEALTHCARE 45,000
    HOUSING FORWARD
    1851 SOUTH 9TH AVENUE
    MAYWOOD,IL60153
    N/A PC GENERAL OPERATING SUPPORT 45,000
    HOUSING FORWARD
    1851 SOUTH 9TH AVENUE
    MAYWOOD,IL60153
    N/A PC RAPID RESPONSE COVID GRANT 10,000
    ILLINOIS COALITION FOR IMMIGRANTS AND REFUGEE RIGHTS
    228 S WABASH AVE SUITE 800
    CHICAGO,IL60604
    N/A PC GENERAL OPERATING SUPPORT 200,500
    ILLINOIS PARTNERS FOR HUMAN SERVICE
    33 WEST GRAND AVENUE SUITE 300
    CHICAGO,IL60654
    N/A PC GENERAL OPERATING SUPPORT 40,000
    INNER-CITY MUSLIM ACTION NETWORK
    2744 W 63RD STREET
    CHICAGO,IL60629
    N/A PC RAPID RESPONSE COVID GRANT 7,500
    INNER-CITY MUSLIM ACTION NETWORK
    2744 W 63RD STREET
    CHICAGO,IL60629
    N/A PC GENERAL OPERATING SUPPORT 200,000
    INSTITUTO DEL PROGRESO LATINO
    2520 S WESTERN AVE
    CHICAGO,IL60608
    N/A PC GENERAL OPERATING SUPPORT 127,000
    LA BROCHA
    2824 W 24TH BLVD
    CHICAGO,IL60623
    N/A PC GENERAL OPERATING SUPPORT 16,500
    LATINO POLICY FORUM
    180 N MICHIGAN AVE STE 1250
    CHICAGO,IL60601
    N/A PC GENERAL OPERATING SUPPORT 50,000
    LATINOS PROGRESANDO
    3047 W CERMAK
    CHICAGO,IL60623
    N/A PC GENERAL OPERATING SUPPORT 50,000
    LATINOS PROGRESANDO
    3047 W CERMAK
    CHICAGO,IL60623
    N/A PC RAPID RESPONSE COVID GRANT 7,500
    LAWNDALE CHRISTIAN HEALTH CENTER
    3860 W OGDEN AVE
    CHICAGO,IL60623
    N/A PC GENERAL OPERATING SUPPORT 180,000
    LEGAL COUNCIL FOR HEALTH JUSTICE
    17 N STATE SUITE 900
    CHICAGO,IL60602
    N/A PC GENERAL OPERATING SUPPORT 80,000
    LOYOLA UNIVERSITY CHICAGO
    820 N MICHIGAN AVE
    CHICAGO,IL60611
    N/A PC GENERAL OPERATING SUPPORT 60,000
    MACNEAL HOSPITAL
    3249 S OAK PARK AVENUE
    BERWYN,IL60402
    N/A PC GENERAL OPERATING SUPPORT 60,000
    MAPSCORPS
    5307 S HYDE PARK BLVD 2FL
    CHICAGO,IL60615
    N/A PC GENERAL OPERATING SUPPORT 30,000
    MICHAEL REESE HEALTH TRUST
    150 N WACKER DRIVE
    CHICAGO,IL60606
    N/A PC STRATEGIC INITIATIVE COLLABORATIVE GRANT 250,000
    MOBILE CARE CHICAGO
    321 N LOOMIS ST
    CHICAGO,IL60607
    N/A PC GENERAL OPERATING SUPPORT 80,000
    MUJERES LATINAS EN ACCION
    2124 W 21ST PLACE
    CHICAGO,IL60608
    N/A PC RAPID RESPONSE COVID GRANT 10,000
    MUJERES LATINAS EN ACCION
    2124 W 21ST PLACE
    CHICAGO,IL60608
    N/A PC STRATEGIC INITIATIVE GRANT - HEALTHCARE 62,472
    MUJERES LATINAS EN ACCION
    2124 W 21ST PLACE
    CHICAGO,IL60608
    N/A PC HEALTHCARE GRANT 52,508
    MUJERES LATINAS EN ACCION
    2124 W 21ST PLACE
    CHICAGO,IL60608
    N/A PC GENERAL OPERATING SUPPORT 251,230
    NAMI METRO SUBURBAN
    812 HARRISON STREET
    OAK PARK,IL60304
    N/A PC GENERAL OPERATING SUPPORT 150,000
    NEW MOMS INC
    5317 W CHICAGO AVE
    CHICAGO,IL60651
    N/A PC GENERAL OPERATING SUPPORT 90,500
    OAK PARK RIVER FOREST INFANT WELFARE SOCIETY
    320 LAKE STREET
    OAK PARK,IL60302
    N/A PC GENERAL OPERATING SUPPORT 140,000
    PASO - WEST SUBURBAN ACTION PROJECT
    3415 W NORTH AVE SUITE D
    MELROSE PARK,IL60160
    N/A PC GENERAL OPERATING SUPPORT 20,000
    PCC COMMUNITY WELLNESS CENTER
    14 LAKE STREET
    OAK PARK,IL60302
    N/A PC GENERAL OPERATING SUPPORT 180,000
    PILLARS COMMUNITY HEALTH
    23 CALENDAR AVENUE
    LA GRANGE,IL60525
    N/A PC GENERAL OPERATING SUPPORT 200,000
    PILLARS COMMUNITY HEALTH
    23 CALENDAR AVENUE
    LA GRANGE,IL60525
    N/A PC CAPACITY BUILDING GRANT 36,000
    PROVISO PARTNERS FOR HEALTH
    2160 SOUTH FIRST AVENUE
    MAYWOOD,IL60153
    N/A PC GENERAL OPERATING SUPPORT 48,500
    QUINN CENTER OF ST EULALIA
    1845 SOUTH 9TH AVENUE
    MAYWOOD,IL60153
    N/A PC GENERAL OPERATING SUPPORT 30,000
    QUINN CENTER OF ST EULALIA
    1845 SOUTH 9TH AVENUE
    MAYWOOD,IL60153
    N/A PC RAPID RESPONSE COVID GRANT 5,000
    SARAH'S INN
    1547 CIRCLE AVENUE
    FOREST PARK,IL60130
    N/A PC GENERAL OPERATING SUPPORT 90,000
    SARGENT SHRIVER NATIONAL CENTER ON POVERTY LAW
    67 E MADISON ST SUITE 2000
    CHICAGO,IL60603
    N/A PC RAPID RESPONSE COVID GRANT 5,000
    SARGENT SHRIVER NATIONAL CENTER ON POVERTY LAW
    67 E MADISON ST SUITE 2000
    CHICAGO,IL60603
    N/A PC GENERAL OPERATING SUPPORT 2,000
    SHRIVER CENTER ON POVERTY LAW
    67 E MADISON ST SUITE 2000
    CHICAGO,IL60603
    N/A PC GENERAL OPERATING SUPPORT 150,000
    SINAI URBAN HEALTH INSTITUTE
    1500 S FAIRFIELD AVE F-125
    CHICAGO,IL60608
    N/A PC GENERAL OPERATING SUPPORT 140,500
    SISTERHOUSE
    25 WASHINGTON BOULEVARD
    OAK PARK,IL60304
    N/A PC GENERAL OPERATING SUPPORT 35,000
    SOUTHWEST ORGANIZING PROJECT
    2558 W 63RD ST
    CHICAGO,IL60629
    N/A PC GENERAL OPERATING SUPPORT 60,000
    SUBURBAN PRIMARY HEALTH CARE COUNCIL
    2225 ENTERPRISE DRIVE SUITE 2507
    WESTCHESTER,IL60154
    N/A PC GENERAL OPERATING SUPPORT 50,000
    TALLER DE JOSE
    2831 W 24TH BLVD
    CHICAGO,IL60623
    N/A PC GENERAL OPERATING SUPPORT 30,000
    TELPOCHCALLI COMMUNITY EDUCATION PROJECT
    2832 W 24TH BLVD
    CHICAGO,IL60623
    N/A PC RAPID RESPONSE GRANT - FOOD INSECURITY 5,000
    THE CHICAGO COMMUNITY TRUST
    225 N MICHIGAN AVE NO 2200
    CHICAGO,IL60601
    N/A PC STRATEGIC INITIATIVE COLLABORATIVE GRANT 575,000
    THE LATINO ALZEHIMER'S AND MEMORY DISORDERS ALLIANCE
    6112 W CERMAK RD
    CICERO,IL60804
    N/A PC RAPID RESPONSE COVID GRANT 7,500
    THE LATINO ALZHEIMER'S AND MEMORY DISORDERS ALLIANCE
    6112 W CERMAK RD
    CICERO,IL60804
    N/A PC GENERAL OPERATING SUPPORT 45,000
    UNITED CEREBRAL PALSY SEGUIN OF GREATER CHICAGO
    3100 SOUTH CENTRAL AVENUE
    CICERO,IL608043987
    N/A PC GENERAL OPERATING SUPPORT 85,000
    UNITED WAY OF METROPOLITAN CHICAGO
    333 SOUTH WABASH AVE 30TH FLOOR
    CHICAGO,IL60604
    N/A PC COLLABORATIVE GRANT - EMERGENCY RESPONSE TO COVID-19 100,000
    URBAN COMMUNITY ARTS NETWORK LTD
    3605 W FILLMORE STREET
    CHICAGO,IL60624
    N/A PC GENERAL OPERATING SUPPORT 100,500
    WAY BACK INN INC
    104 OAK ST
    MAYWOOD,IL601531676
    N/A PC GENERAL OPERATING SUPPORT 80,000
    WEST COOK YMCA
    255 MARION STREET
    OAK PARK,IL60302
    N/A PC GENERAL OPERATING SUPPORT 60,000
    YOGACARE
    1808 W CHICAGO AVE 2R
    CHICAGO,IL60622
    N/A PC GENERAL OPERATING SUPPORT 18,000
    YOUTH CROSSROADS INC
    3401 GUNDERSON
    BERWYN,IL60402
    N/A PC GENERAL OPERATING SUPPORT 180,000
    YOUTH CROSSROADS INC
    3401 GUNDERSON
    BERWYN,IL60402
    N/A PC RAPID RESPONSE COVID GRANT 5,000
    Total .................................bullet 3a 8,656,396
    bApproved for future payment
    EQUITY AND TRANSFORMATION
    10 W 35TH STREET SUITE 9C5
    CHICAGO,IL60616
    N/A PC CONTRIBUTION ON BEHALF OF THE BOARD FOR GENERAL OPERATING PURPOSES 500
    THE CHICAGO COMMUNITY FOUNDATION
    225 N MICHIGAN AVE NO 2200
    CHICAGO,IL60601
    N/A PC STRATEGIC INITIATIVE COLLABORATIVE GRANT 250,000
    Total .................................bullet 3b 250,500
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 7,208  
    4 Dividends and interest from securities....   10,635 14 2,548,710  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 901101        
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     01    
    8 Gain or (loss) from sales of assets other than
    inventory ............
    901101 57,927 18 1,468,166  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aLITIGATION PROCEEDS
        01 436  
    bUBIT PARTNERSHIP LOSS THROUGH K-1 901101 -103,561 01 -149,032  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -34,999 3,875,488 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,840,489
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX PREPARATION 34,408 0   28,750

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GQG PARTNERS EMERGING MARKETS EQUITY FUND (GQGIX) 284,753.580 SHARES FMV 5,111,327 5,111,327
    FIDELITY REAL ESTATE INDEX FUND (FSRNX) 303,259.084 SHARES FMV 4,403,322 4,403,322
    HARDING LOEVNER INT'L EQUITY (HLMIX) 320,409.141 SHARES FMV 9,106,027 9,106,027
    OAKMARK INT'L FUND (OAKIX) 345,470.492 SHARES FMV 9,002,961 9,002,961
    PIMCO STOCKPLUS SMALL FUND (PSCSX) 401,342.369 SHARES FMV 4,438,847 4,438,847
    VANGUARD LARGE CAP INDEX INSTITUTIONAL FUND (VLISX) 61,356.215 SHARES FMV 22,421,402 22,421,402
    ARTISAN HIGH INCOME FUND 290,114.549 SHARES FMV 2,933,058 2,933,058
    DFA WORLD EX US GOV'T FXD INC I 129,749.460 SHARES FMV 1,389,616 1,389,616
    DODGE COX INCOME FUND (DODIX) 701,351.091 SHARES FMV 10,274,794 10,274,794
    EATON VANCE EMERGING MARKETS FUND (EEIIX) 300,851.674 SHARES FMV 1,621,591 1,621,591
    JP MORGAN CORE BOND FUND I (WOBDX) 833,488.933 SHARES FMV 10,235,244 10,235,244
    PIMCO INT'L BOND FUND (UNHEDGED) (PFUAX) 157,739.275 SHARES FMV 1,692,543 1,692,543
    VANGUARD INFLATION PROTECTED SECS FUND (VIPSX) 57,020.908 SHARES FMV 1,614,832 1,614,832
    400 CAPITAL CREDIT OPP FUND, LTD FMV 1,203,103 1,203,103
    ALLIED INVENTORS FUND, LLC FMV 278,550 278,550
    ANCHOR BOLT OFFSHORE FUND, LTD FMV 580,938 580,938
    ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD FMV 32,123 32,123
    ARGA EMERGING MARKETS EQUITY FUND FMV 4,427,277 4,427,277
    ARGONAUT PRIVATE EQUITY FUND IV FMV 579,272 579,272
    Q-BLK PRIVATE CAPITAL II PARALLEL, LP FMV 1,282,261 1,282,261
    BLUE SEA CAPITAL FUND II, LP FMV 509,111 509,111
    CANAAN NATURAL GAS FUND IX FMV 25,833 25,833
    CANAAN NATURAL GAS FUND X FMV 72,076 72,076
    CAPITAL TODAY CHINA GROWTH FUND, LP FMV 602,424 602,424
    CAPULA GLOBAL RELATIVE VALUE FUND, LTD FMV 1,228,012 1,228,012
    CEVIAN CAPITAL II, LTD FMV 1,182,813 1,182,813
    DAVIDSON KEMPNER INT'L (BVI), LTD FMV 1,719,881 1,719,881
    FIELD STREET OFFSHORE FUND, LTD FMV 867,080 867,080
    FS EQUITY PARTNERS VIII, LP FMV 276,339 276,339
    GLOUSTON PRIVATE EQUITY OPPS II, LP FMV 432,203 432,203
    HARVEST MLP INCOME FUND III, LLC FMV 3,068,330 3,068,330
    HBK MULTI-STRATEGY OFFSHORE FUND, LTD FMV 1,167,529 1,167,529
    LITTLEJOHN FUND VI, LP FMV 649,323 649,323
    LUMINATE CAPITAL PARTNERS II, LP FMV 699,942 699,942
    MEANINGFUL PARTNERS DC VEHICLE I, LP FMV 508,315 508,315
    METROPOLITAN REAL ESTATE PARTNERS IV-A, LP FMV 415,319 415,319
    MIDOCEAN CREDIT OPP OFFSHORE FUND, LTD FMV 1,008,670 1,008,670
    MW EUREKA FUND FMV 1,841,490 1,841,490
    P4G CAPITAL PARTNERS I-A, LP FMV 198,336 198,336
    PANGAEA TWO, LP FMV 3,005,164 3,005,164
    PIMCO BRAVO FUND ONSHORE FEEDER I, LP FMV 21,235 21,235
    PSAM WORLDARB FUND, LTD FMV 1,308,873 1,308,873
    QUESTA CAPITAL PARTNERS I, LP FMV 1,425,712 1,425,712
    RESOURCE LAND VALUE IV, LLC FMV 820,760 820,760
    SCULPTOR OVERSEAS FUND II, LTD FMV 184 184
    SEEDING & STRATEGIC CAPITAL FUND II, LP FMV 272,177 272,177
    SENATOR GLOBAL OPP OFFSHORE FUND, LTD FMV 1,459,372 1,459,372
    SUVRETTA OFFSHORE FUND, LTD FMV 1,428,217 1,428,217
    TRUEBRIDGE CAPITAL PARTNERS FUND VI (CAYMAN), LP FMV 113,639 113,639
    VALINOR CAPITAL PARTNERS OFFSHORE, LTD FMV 1,837,423 1,837,423
    WEISS MULTI-STRAT PARTNERS (CAYMAN), LTD FMV 3,500,295 3,500,295
    WELLINGTON SMALL CAP OPPORTUNITIES FUND FMV 2,423,818 2,423,818
    QUESTA CAPITAL PARTNERS II, LP FMV 358,218 358,218

    TY 2020 LandEtcSchedule2
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE AND EQUIPMENT 77,648 73,964 3,684 3,684
    LEASEHOLD IMPROVEMENT 646,325 53,860 592,465 592,465


    TY 2020 LegalFeesSchedule
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 7,390 0   4,403


    TY 2020 OtherAssetsSchedule
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    TAX DEPOSITS 23,384 78,738 78,738
    INVESTMENT PROCEEDS RECEIVABLE   1,351,781 1,351,781


    TY 2020 OtherDecreasesSchedule
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Description Amount
    TO ADJUST BEGINNING NET ASSETS TO AGREE TO FINANCIAL STATEMENTS 804,877


    TY 2020 OtherExpensesSchedule
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 4 4   0
    SOFTWARE LICENSING 20,758 0   20,758
    INSURANCE 17,647 0   18,657
    DUES AND SUBSCRIPTIONS 59,164 0   59,164
    OFFICE EQUIPMENT 104,211 0   104,420
    OFFICE EXPENSE 25,541 0   25,039
    PAYROLL PROCESSING FEES 838 0   838
    TELEPHONE AND INTERNET 10,528 0   10,528
    CAPACITY BUILDING 38,166 0   38,166
    PROFESSIONAL DEVELOPMENT 1,872 0   1,872
    OTHER PARTNERSHIP EXPENSES 0 395,222   0


    TY 2020 OtherIncomeSchedule2
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP LOSS 0 -161,634 0
    LITIGATION PROCEEDS 436 436 436
    UBIT PARTNERSHIP LOSS THROUGH K-1 -252,593   -252,593


    TY 2020 OtherIncreasesSchedule
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 11,475,818


    TY 2020 OtherLiabilitiesSchedule
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED INCOME TAX 13,881 0
    PENSION PAYABLE 0 89,359
    CAPITAL REQUIREMENTS 0 28,677


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMUNICATIONS AND SOCIAL MEDIA CONSULTANTS 15,245 0   15,245
    PROGRAM CONSULTANTS 22,000 0   22,000
    COMPUTER CONSULTANTS 10,800 0   10,800
    OTHER CONSULTANTS 12,154 0   6,154
    INVESTMENT CONSULTANTS 118,691 118,691   0
    INVESTMENT ADVISORY FEES 665,614 206,361   0


    TY 2020 TaxesSchedule
    Name:
    HEALTHY COMMUNITIES FOUNDATION
    EIN:
    36-4324067
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,215 7,300   0