Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 07-01-2022 , and ending 06-30-2023
Name of foundation
VISITING NURSE ASSOCIATION OF CHICAGO
(AKA) VNA FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)200 W MADISON ST 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60606
A Employer identification number

36-2167943
B Telephone number (see instructions)

(312) 214-1521
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$60,499,362J 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) 16,421
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,038,237 1,038,237  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,200,523
b Gross sales price for all assets on line 6a 17,890,629
7 Capital gain net income (from Part IV, line 2)... 1,200,523
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)....... Click to see attachment
List of Attached Documents:
// Content
56,074 22,581 0
12 Total. Add lines 1 through 11........ 2,311,255 2,261,341 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 221,194 44,239 0 176,955
14 Other employee salaries and wages...... 318,086 0 0 318,086
15 Pension plans, employee benefits....... 86,236 17,197 0 69,039
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,445 0 0 3,445
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,160 7,264 0 10,896
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
294,749 294,749 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,266 0 0 0
19 Depreciation (attach schedule) and depletion... 1,035 0 0
20 Occupancy.............. 56,641 11,328 0 45,313
21 Travel, conferences, and meetings....... 16,956 2,330 0 14,626
22 Printing and publications.......... 357 0 0 357
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
202,851 170,171 0 32,680
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,243,976 547,278 0 671,397
25 Contributions, gifts, grants paid....... 3,116,650 3,116,650
26 Total expenses and disbursements. Add lines 24 and 25 4,360,626 547,278 0 3,788,047
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,049,371
b Net investment income (if negative, enter -0-) 1,714,063
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 232,240 259,531 259,531
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   35,700 35,700
10a Investments—U.S. and state government obligations (attach schedule) 4,694,377 Click to see attachment
List of Attached Documents:
// Content
4,633,102 		4,633,102
b Investments—corporate stock (attach schedule)....... 29,996,074 Click to see attachment
List of Attached Documents:
// Content
31,560,918 		31,560,918
c Investments—corporate bonds (attach schedule)....... 6,805,525 Click to see attachment
List of Attached Documents:
// Content
8,779,781 		8,779,781
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 905,529 1,193,051 1,193,051
13 Investments—other (attach schedule).......... 15,885,006 Click to see attachment
List of Attached Documents:
// Content
13,919,413 		13,919,413
14 Land, buildings, and equipment: basis right arrow46,572
Less: accumulated depreciation (attach schedule) right arrow43,143 4,464 Click to see attachment
List of Attached Documents:
// Content
3,429 		3,429
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
61,385 		Click to see attachment
List of Attached Documents:
// Content
114,437 		Click to see attachment
List of Attached Documents:
// Content
114,437
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,584,600 60,499,362 60,499,362
Liabilities 17 Accounts payable and accrued expenses.......... 17,868 7,811
18 Grants payable.................    
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
30,008
23 Total liabilities (add lines 17 through 22)......... 17,868 37,819
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 49,840,648 51,734,268
25 Net assets with donor restrictions............ 8,726,084 8,727,275
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 58,566,732 60,461,543
30 Total liabilities and net assets/fund balances (see instructions). 58,584,600 60,499,362
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
58,566,732
2
Enter amount from Part I, line 27a .....................
2
-2,049,371
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,944,182
4
Add lines 1, 2, and 3 ..........................
4
60,461,543
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
60,461,543
Form 990-PF (2022)
Form 990-PF (2022)
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 P 2023-01-01 2023-12-31
b FROM PASS-THROUGHS P    
c
d
e
(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 17,890,629   16,666,310 1,224,319
b     23,796 -23,796
c
d
e
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       1,224,319
b       -23,796
c
d
e
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 1,200,523
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 23,825
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 23,825
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 23,825
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 60,000
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 60,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 227
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 35,948
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow35,948 Refundedright arrow 11 0
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowWWW.VNAFOUNDATION.NET
14
The books are in care ofright arrowROBERT DILEONARDI Telephone no.right arrow (312) 214-1521

Located atright arrow20 NORTH WACKER DRIVE STE3118CHICAGOIL ZIP+4right arrow60606
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
ROBERT N DILEONARDI EXECUTIVE DIRECTOR
40.00 		221,194 35,391 0
C/O VNA FOUNDATION 20 N WACKER
DRIVE 3118
CHICAGO,IL60606
ARLENE MICHAELS MILLER PHD RN SECRETARY, DIRECTOR
4.00 		0 0 0
C/O VNA FOUNDATION 20 N WACKER
DRIVE 3118
CHICAGO,IL60606
BRIGID E KENNEY DIRECTOR
2.00 		0 0 0
C/O VNA FOUNDATION 20 N WACKER
DRIVE 3118
CHICAGO,IL60606
SHARMILI MAJMUDAR DIRECTOR
2.00 		0 0 0
C/O VNA FOUNDATION 20 N WACKER
DRIVE 3118
CHICAGO,IL60606
LAURA N STERN CFA CHAIRMAN OF THE BOARD, DIR
4.00 		0 0 0
C/O VNA FOUNDATION 20 N WACKER
DRIVE 3118
CHICAGO,IL60606
DAVID C RUTTER VICE CHAIR, DIR
4.00 		0 0 0
C/O VNA FOUNDATION 20 N WACKER
DRIVE 3118
CHICAGO,IL60606
NANCY SCINTO DIRECTOR
2.00 		0 0 0
C/O VNA FOUNDATION 20 N WACKER
DRIVE 3118
CHICAGO,IL60606
JACQUELINE SIMON DIRECTOR
2.00 		0 0 0
C/O VNA FOUNDATION 20 N WACKER
DRIVE 3118
CHICAGO,IL60606
SANDRA WILKS TREASURER, DIRECTOR
4.00 		0 0 0
C/O VNA FOUNDATION 20 N WACKER
DRIVE 3118
CHICAGO,IL60606
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
CLAUDIA BAIER PROGRAM DIRECTOR
40.00 		136,277 21,804 0
20N WACKER DR 3118
CHICAGO,IL60606
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
HARRIS ASSOCIATES LP INVESTMENT ADVISORY 60,126
2N LASALLE STREET
CHICAGO,IL60602
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
58,301,011
b
Average of monthly cash balances.......................
1b
314,120
c
Fair market value of all other assets (see instructions)................
1c
76,050
d
Total (add lines 1a, b, and c).........................
1d
58,691,181
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
58,691,181
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
880,368
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
57,810,813
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,890,541
Part X
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 IX, line 6..................
1
2,890,541
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
23,825
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,825
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,866,716
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,866,716
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 XII, line 1 ...
7
2,866,716
Part XI
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
3,788,047
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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 XII, line 4. .......
4
3,788,047
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,866,716
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 212,854
b From 2018...... 316,953
c From 2019...... 568,917
d From 2020...... 224,861
e From 2021...... 318,744
f Total of lines 3a through e ........ 1,642,329
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,788,047
a Applied to 2021, but not more than line 2a 0
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 2022 distributable amount..... 2,866,716
e Remaining amount distributed out of corpus 921,331
5 Excess distributions carryover applied to 2022. 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 2,563,660
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		212,854
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		2,350,806
10 Analysis of line 9:
a Excess from 2018.... 316,953
b Excess from 2019.... 568,917
c Excess from 2020.... 224,861
d Excess from 2021.... 318,744
e Excess from 2022.... 921,331
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ROBERT N DILEONARDI
20 N WACKER DRIVE SUITE 3118
CHICAGO,IL60606
(312) 214-1521
bThe form in which applications should be submitted and information and materials they should include:
GRANTS MUST BE SUBMITTED VIA THE ONLINE GRANTS MANAGEMENT SYSTEM. ALL GRANT REQUESTS MUST HAVE MEASURABLE GOALS AND OBJECTIVES AND SERVE THE MEDICALLY UNDERSERVED.
cAny submission deadlines:
GRANTS ARE DISBURSED FOUR TIMES A YEAR. SEE WEBSITE FOR SUBMISSION DEADLINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BE ORGANIZATION EXEMPT FROM INCOME TAX UNDER 501(C)(3) AND DESIGNATED AS PUBLIC CHARITY UNDER 509(A)(1) OR 509(A)(2).
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

ANEW BUILDING BEYOND VIOLENCE AND ABUSE

PO BOX 937
HOMEWOOD,IL60430 		N/A PUBLIC CHARITY SERVICES FOR FAMILIES EXPERIENCING DOMESTIC VIOLENCE, AS WELL AS PREVENTION AND OUTREACH SERVICES THROUGHOUT THE COMMUNITY. 40,000

ANTIOCH AREA HEALTHCARE ACCESSIBILITY ALLIANCE

874 MAIN STREET
ANTIOCH,IL60002 		N/A PUBLIC CHARITY TO SUPPORT PROGRAMS THAT PROVIDE ANTIOCH AND GRANT TOWNSHIP RESIDENTS WITH EQUITABLE ACCESS TO HEALTHCARE, REGARDLESS OF THEIR ABILITY TO PAY, BY PARTNERING WITH OTHER HEALTHCARE AND TRANSPORTATION AGENCIES. 30,000

BECOME INC

171 N ABERDEEN STREET
CHICAGO,IL60607 		N/A PUBLIC CHARITY TO ADDRESS INFANT MORTALITY AT THE NEIGHBORHOOD LEVEL BY ENGAGING CHICAGOS AUBURN GRESHAM COMMUNITY IN CREATING A SYSTEM OF CARE THAT BUILDS HEALTH, WELLBEING, AND SOCIAL SUPPORT AROUND BLACK MOTHERS. 50,000

BEDS PLUS INC

PO BOX 2035
LAGRANGE,IL60525 		N/A PUBLIC CHARITY TO ADD A CLINICAL NURSING ASSISTANT TO ITS CLINICAL HEALTHCARE STAFF. CLINICAL HEALTHCARE STAFF SUPPORT PEOPLE EXPERIENCING HOMELESSNESS WITH COMPLEX HEALTHCARE NEEDS. 40,000

BETWEEN FRIENDS

PO BOX 608548
CHICAGO,IL60660 		N/A PUBLIC CHARITY TO PREVENT DOMESTIC VIOLENCE AND END THE CYCLE OF ABUSE. 35,000

BOLINGBROOK CHRISTIAN HEALTH CENTER

151 E BRIARCLIFF RD
BOLINGBROOK,IL60440 		N/A PUBLIC CHARITY TO SUPPORT GENERAL OPERATIONS AT THIS FREE CLINIC, TO HELP ENABLE GROWTH IN PAID POSITIONS, MEDICAL PROVIDERS, COMMUNITY OUTREACH, AND EDUCATION OF HEALTHCARE STUDENTS 50,000

BREAKTHROUGH URBAN MINISTRIES

402 N ST LOUIS AVE
CHICAGO,IL60624 		N/A PUBLIC CHARITY TO PROVIDES COMMUNITY-BASED HEALTH BEHAVIORAL HEALTH SERVICES ON THE WEST SIDE OF CHICAGO WITH A FOCUS ON SERVING VULNERABLE POPULATIONS INCLUDING PEOPLE EXPERIENCING HOMELESSNESS, YOUTH, AND PREDOMINANTLY BLACK RESIDENTS. 30,000

CHICAGO COALITION FOR THE HOMELESS

70 E LAKE ST SUITE 720
CHICAGO,IL60601 		N/A PUBLIC CHARITY IN-PERSON AND VIRTUAL OUTREACH TO PEOPLE IMPACTED BY HOMELESSNESS AT SHELTERS, SCHOOLS, AND EVENTS. SERVICES INCLUDE HEALTH AND PUBLIC BENEFITS ACCESS SUPPORTS, AND CO-MANAGING THE STREETLIGHT CHICAGO APP. 50,000

CHICAGO SOUTH SIDE BIRTH CENTER

643 N CARROLL PARKWAY
GLENWOOD,IL60425 		N/A PUBLIC CHARITY TO SUPPRT THE OPENING OF A NON-PROFIT, INDEPENDENT, MIDWIFE-LED BIRTH CENTER ON THE SOUTHSIDE OF CHICAGO THAT WILL OFFER A LOW-RISK OPTION FOR BIRTHING PEOPLE IN THEIR OWN NEIGHBORHOOD AND COMMUNITY. 97,000

CHRISTOPHER HOUSE

1611 W DIVISION
CHICAGO,IL60622 		N/A PUBLIC CHARITY TO ADVANCE THE DEVELOPMENT OF STUDENTS AT ITS FAMILY OF SCHOOLS, VIA A PROGRAM PROVIDING IMMERSIVE FAMILY SUPPORT AND PARENT ENGAGEMENT. 55,000

COMMUNITIES IN SCHOOLS OF CHICAGO

815 WEST VAN BUREN STREET
CHICAGO,IL60607 		N/A PUBLIC CHARITY TO SURROUND CHICAGO PUBLIC SCHOOL STUDENTS WITH A COMMUNITY OF SUPPORT, EMPOWERING THEM TO STAY IN SCHOOL AND ACHIEVE IN LIFE. 60,000

CONNECTIONS FOR ABUSED WOMEN AND THEIR CHILDREN

1116 N KEDZIE AVE 5TH FLOOR
CHICAGO,IL60651 		N/A PUBLIC CHARITY TOWARDS A CAMPAIGN TO BUILD A NEW FACILITY TO ENHANCE THE QUANTITY AND QUALITY OF DOMESTIC VIOLENCE SERVICES. 50,000

CONNECTIONS FOR THE HOMELESS

2121 DEWEY
EVANSON,IL60201 		N/A PUBLIC CHARITY SPECIAL MICROGRANT TO SUPPORT THE WORK OF THE PERMANENT SUPPORTIVE HOUSING WORKGROUP 750

CONNECTIONS FOR THE HOMELESS

2121 DEWEY
EVANSTON,IL60201 		N/A PUBLIC CHARITY TO DELIVER NURSE-DRIVEN HEALTHCARE SERVICES IN NORTH SUBURBAN COOK COUNTY TO PEOPLE EXPERIENCING HOMELESSNESS. 50,000

DEBORAH'S PLACE

2822 W JACKSON BLVD
CHICAGO,IL60612 		N/A PUBLIC CHARITY SPECIAL MICROGRANT TO SUPPORT THE WORK OF THE PERMANENT SUPPORTIVE HOUSING WORKGROUP 750

DEBORAH'S PLACE

2822 W JACKSON BLVD
CHICAGO,IL60612 		N/A PUBLIC CHARITY HEALTHCARE ACCESS, COORDINATION OF CARE, PREVENTATIVE HEALTHCARE EDUCATION, AND PATIENT ADVOCACY TO WOMEN WHO ARE CURRENTLY AND/OR HAVE FORMERLY EXPERIENCED HOMELESSNESS. 60,000

DENTAL LIFELINE NETWORK - ILLINOIS

1800 15TH STREET STE 100
DENVER,CO802027134 		N/A PUBLIC CHARITY TO LEVERAGES THE EFFORTS OF A VOLUNTEER NETWORK OF DENTISTS AND DENTAL LABS TO ENSURE THAT LOW-INCOME CHICAGOANS WITH DISABILITIES OR WHO ARE ELDERLY OR MEDICALLY FRAGILE HAVE ACCESS TO THE DENTAL CARE THEY NEED. 10,000

ENLACE CHICAGO

2759 S HARDING
CHICAGO,IL60623 		N/A PUBLIC CHARITY TO PROVIDE WELLNESS SERVICES AND IMPROVE RESIDENTS ACCESS TO HEALTHCARE, MENTAL HEALTH SERVICES, AND OTHER SOCIAL SERVICES THAT IMPROVES THE VITALITY OF THE COMMUNITIES AND HOUSEHOLDS WE SERVE. 40,000

EVERTHRIVE ILLINOIS

1006 S MICHIGAN AVE SUITE 200
CHICAGO,IL606052209 		N/A PUBLIC CHARITY TO ADDRESS THE CHALLENGES THAT PROVIDERS, CHILDBEARING PEOPLE AND FAMILIES FACE IN DELIVERING AND RECEIVING HIGH QUALITY CARE, THROUGH TRAINING AND TECHNICAL ASSISTANCE TO PROVIDERS AND PATIENTS. 50,000

FACING FORWARD TO END HOMELESSNESS

642 N KEDZIE AVE
CHICAGO,IL60612 		N/A PUBLIC CHARITY TO PROMOTES MENTAL AND PHYSICAL HEALTH IMPROVEMENT FOR CLIENTS THROUGH ACCESS TO STABLE HOUSING, WHOLE FAMILY CASE MANAGEMENT, CONNECTION TO HEALTH INSURANCE AND PRIMARY CARE, AND HELP IDENTIFYING AND ADDRESSING OTHER HEALTH NEEDS. 50,000

GARY COMER YOUTH CENTER

7200 SOUTH INGLESIDE AVENUE
CHICAGO,IL60619 		N/A PUBLIC CHARITY A PROGRAM THAT TAKES A MULTI-PRONGED APPROACH TO ADDRESSING YOUTH MENTAL HEALTH. 40,000

GIRLS INC OF CHICAGO

56 E 47TH STREET
CHICAGO,IL60616 		N/A PUBLIC CHARITY CULTURALLY APPROPRIATE, TRAUMA-INFORMED PREVENTION AND POSITIVE YOUTH DEVELOPMENT INTERVENTIONS TO ADDRESS GIRLS MENTAL HEALTH NEEDS IN SIX CHICAGO PUBLIC SCHOOLS. 40,000

GRANTMAKERS IN HEALTH

1100 CONNECTICUT AVENUE NW
WASHINGTON,DC20036 		N/A PUBLIC CHARITY FUNDING PARTNER CONTRIBUTION IN SUPPORT OF HEALTH PHILANTHROPY INFRASTRUCTURE 5,150

GREENLIGHT FAMILY SERVICES

4809 N RAVENSWOOD AVE SUITE 322
CHICAGO,IL60640 		N/A PUBLIC CHARITY TO PROVIDE FREE COUNSELING FOR SURVIVORS OF CAMPUS SEXUAL ASSAULT. 30,000

HARVARD COMMUNITY SENIOR CENTER

6817 HARVARD HILLS ROAD
HARVARD,IL60033 		N/A PUBLIC CHARITY TO REDUCE THE PREVALENCE OF DIABETES AND HYPERTENSION IN LATINO POPULATIONS AND OLDER ADULTS. 50,000

HEALTH & MEDICINE POLICY RESEARCH GROUP

29 E MADISON ST SUITE 602
CHICAGO,IL60602 		N/A PUBLIC CHARITY TO SUPPORT THE SCHWEITZER FELLOWS PROGRAM AND FELLOWS FOR LIFE PROGRAM, WHICH IMPROVE THE HEALTH AND WELL-BEING OF UNDERSERVED CHICAGO COMMUNITIES THROUGH DIRECT SERVICE PROJECTS. 75,000

HEALTHY ILLINOIS CAMPAIGN

966 W 21ST ST
CHICAGO,IL60608 		N/A PUBLIC CHARITY TO EXPAND ACCESS TO QUALITY, AFFORDABLE HEALTHCARE COVERAGE TO ALL LOW-INCOME ILLINOIS RESIDENTS, REGARDLESS OF IMMIGRATION STATUS. 40,000

HEARTLAND ALLIANCE HEALTH

4750 N SHERIDAN
CHICAGO,IL60640 		N/A PUBLIC CHARITY AN INTEGRATED MODEL OF CARE FOR YOUTH EXPERIENCING HOMELESSNESS THAT INCLUDES BEHAVIORAL HEALTH, CRISIS INTERVENTION, AND CASE MANAGEMENT. 70,000

HOLY FAMILY MINISTRIES

3415 W ARTHINGTON ST
CHICAGO,IL60624 		N/A PUBLIC CHARITY FOR A PART-TIME NURSE POSITION IN A SCHOOL IN CHICAGOS NORTH LAWNDALE NEIGHBORHOOD. 23,000

HOUSING OPPORTUNITIES FOR WOMEN

1607 W HOWARD STREET
CHICAGO,IL60626 		N/A PUBLIC CHARITY TO PROVIDE INTENSIVE CASE MANAGEMENT FOR CLIENTS LIVING WITH HIV OR AIDS AND OTHER MEDICALLY COMPLEX ISSUES, CONNECT CLIENTS TO HEALTH CARE AND PUBLIC BENEFITS, AND EDUCATES CLIENTS ON PUBLIC HEALTH. 45,000

ILLINOIS ASSOCIATION OF FREE AND CHARITABLE CLINICS

42 STEPHEN ST 416
LEMONT,IL60439 		N/A PUBLIC CHARITY TO ADVANCE HEALTH EQUITY AND ACCESS FOR UN/UNDERINSURED PEOPLE THROUGH THE: ANNUAL CONFERENCE, FREE & CHARITABLE CLINIC MONTH, CLINIC VALUATION PROJECT, STRATEGIC PLAN IMPLEMENTATION (CLINIC MEMBER ENHANCEMENT), & THE BEHAVIORAL HEALTH WORK GROUP. 50,000

ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHTS

228 S WABASH AVE
CHICAGO,IL60604 		N/A PUBLIC CHARITY TO PROVIDE EDUCATION AND TRAINING ON HEALTH ACCESS TO DIRECTLY IMPACTED IMMIGRANT COMMUNITIES OF COLOR AND HEALTH PROVIDERS IN COOK, WILL, LAKE, AND DUPAGE COUNTIES, WITH A FOCUS ON CHICAGO. 55,000

ILLINOIS CONTRACEPTIVE ACCESS NOW (ICAN) - A PROJECT OF ALLIANCECHICAGO

225 W ILLINOIS STREET
CHICAGO,IL60654 		N/A PUBLIC CHARITY TO CONTINUE TRAINING FQHC PROVIDERS ON BEST PRACTICES FOR BIRTH CONTROL PROVISION AND BILLING. 30,000

INDO-AMERICAN CENTER

6328 N CALIFORNIA AVE
CHICAGO,IL60659 		N/A PUBLIC CHARITY TO ENHANCE THE MANAGEMENT OF CHRONIC DISEASES AND PROVIDES HEALTH EDUCATION SERVICES TO PRIMARILY SOUTH ASIAN, LOW-INCOME IMMIGRANTS IN AN EFFORT TO INCREASE THEIR HEALTH LITERACY AND REDUCE HEALTH DISPARITIES. 35,000

INFANT WELFARE SOCIETY OF CHICAGO

3600 W FULLERTON AVE
CHICAGO,IL60647 		N/A PUBLIC CHARITY TIMELY SCREENING, ASSESSMENT, AND INTERVENTION FOR CHILDREN OF UNDERSERVED FAMILIES, AGES 2-8, WHO ARE AT RISK OR LIVING WITH DEVELOPMENTAL DELAYS. 40,000

INSTITUTE FOR THERAPY THROUGH THE ARTS

2130 GREEN BAY RD
EVANSTON,IL60201 		N/A PUBLIC CHARITY TO PROVIDE ACCESS TO CREATIVE ARTS THERAPIES, REGARDLESS OF ABILITY TO PAY. 40,000

JAMES B MORAN CENTER FOR YOUTH ADVOCACY

1900 A DEMPSTER STREET
EVANSTON,IL60202 		N/A PUBLIC CHARITY TO PROVIDE MENTAL HEALTH AND CASE MANAGEMENT SERVICES TO UNDERSERVED YOUTH. 30,000

JUVENILE PROTECTIVE ASSOCIATION

1707 NORTH HALSTED
CHICAGO,IL60614 		N/A PUBLIC CHARITY COMPREHENSIVE SCHOOL-BASED MENTAL HEALTH SERVICES FOR CHILDREN, EDUCATORS AND CAREGIVERS. 50,000

KIDS ABOVE ALL

8765 W HIGGINS ROAD
CHICAGO,IL60631 		N/A PUBLIC CHARITY FOR THE DOULA PROGRAM, WHICH BRINGS TRAINED AND EXPERIENCED CHILDBIRTH COACHES TO LOW-INCOME AT-RISK RESIDENTS LIVING IN THE COMMUNITIES WE SERVE. 30,000

LA RABIDA CHILDREN'S HOSPITAL

6501 S PROMONTORY DRIVE
CHICAGO,IL60649 		N/A PUBLIC CHARITY SERVICES FOR CHICAGO-AREA CHILDREN FROM AGES 1 TO 18 EXPOSED TO TRAUMATIC EVENTS INCLUDING MEDICAL TRAUMA, PHYSICAL ABUSE, SEXUAL ABUSE, WITNESSING AND EXPERIENCING VIOLENCE, AND COMPLEX TRAUMA. 40,000

LAWNDALE CHRISTIAN HEALTH CENTER

3860 W OGDEN AVE
CHICAGO,IL60623 		N/A PUBLIC CHARITY TO PROVIDE PRIMARY AND SPECIALTY CARE IN SHELTERS TO PATIENTS EXPERIENCING HOMELESSNESS. 50,000

LIGHTWAYS HOSPICE AND SERIOUS ILLNESS CARE

250 WATER STONE CIRCLE
JOLIET,IL60431 		N/A PUBLIC CHARITY HOSPICE AND PALLIATIVE CARE FOR SICK AND DYING CHILDREN IN NORTHERN ILLINOIS. 25,000

MAVEN PROJECT

PO BOX 156781
SAN FRANCISCO,CA94115 		N/A PUBLIC CHARITY THE MAVEN PROJECT PROVIDES MEDICAL PROFESSIONALS WITH CONSULTATIONS, ADVICE AND EDUCATION FROM SPECIALIST PROVIDERS VIA TELEHEALTH TECHNOLOGY. GRANT FUNDS WILL ALLOW MAVEN TO CONTINUE ITS TELEHEALTH PARTNERSHIP WITH 7 FREE AND CHARITABLE CLINICS IN IL, AND SEEK TO UNDERSTAND AND SOLVE FOR BARRIERS TO ADOPTION AND UTILIZATION OF ITS SERVICES BY FREE AND CHARITABLE CLINICS. 30,000

MICHAEL REESE RESEARCH AND EDUCATION FOUNDATION

1339 S WOOD ST SUITE G
CHICAGO,IL60608 		N/A PUBLIC CHARITY SUPPORT FOR THE NURSE CASE MANAGER/CERTIFIED NURSE BREAST PATIENT NAVIGATORS SALARY. THIS POSITION PROVIDES CASE MANAGEMENT, PATIENT NAVIGATION, AND HEALTH EDUCATION FOR UNINSURED PATIENTS IN THE WOMENS HEALTH PROGRAM. 35,000

MOBILE CARE CHICAGO

239 W ROOT STREET
CHICAGO,IL60609 		N/A PUBLIC CHARITY STIPEND AS WINNER OF ANNE M. DAVIS MOBILE HEALTH AWARD FOR OUTSTANDING MOBILE HEALTH CLINIC OF 2022 10,000

MOBILE CARE CHICAGO

239 W ROOT STREET
CHICAGO,IL60609 		N/A PUBLIC CHARITY TO DELIVER NO COST DENTAL CARE TO CHILDREN FROM LOW-INCOME FAMILIES IN COOK AND LAKE COUNTIES WHO FACE BARRIERS TO OBTAINING QUALITY DENTAL CARE. 20,000

MUJERES LATINAS EN ACCION

2124 W 21ST PLACE
CHICAGO,IL60608 		N/A PUBLIC CHARITY TO ASSURE THAT THE LATINE COMMUNITY, ESPECIALLY SURVIVORS OF SEXUAL AND DOMESTIC VIOLENCE, HAVE ACCESS TO RESOURCES TO IMPROVE THEIR WELLBEING AND HEALTH. 55,000

NAMI CHICAGO

1801 W WARNER AVE
CHICAGO,IL60613 		N/A PUBLIC CHARITY AN INTENSIVE CASE MANAGEMENT PROGRAM THAT PROMOTES THE RECOVERY OF PEOPLE WITH MENTAL HEALTH CONDITIONS AND SUBSTANCE USE DISORDERS WHOSE ILLNESS CAUSES THEM TO COME INTO CONTACT WITH LAW ENFORCEMENT/CRIMINAL COURT SYSTEMS. 40,000

NEW MOMS INC

5317 W CHICAGO AVE
CHICAGO,IL60651 		N/A PUBLIC CHARITY HOME-BASED PARENT COACHING; DOULA SERVICES SUPPORTING HEALTHY PREGNANCIES; AND WEEKLY PARENT SUPPORT GROUPS TO SUPPORT HEALTHY FAMILIES; POSITIVE PARENTING; & HEALTHY CHILD DEVELOPMENT. 50,000

NURSE-FAMILY PARTNERSHIP

1900 GRANT STREET SUITE 400
DENVER,CO80203 		N/A PUBLIC CHARITY TO SUPPORT A NURSE HOME-VISITING PROGRAM FOR PREGNANT WOMEN AND FIRST-TIME MOTHERS THAT IS PROVEN TO IMPROVE PREGNANCY OUTCOMES, CHILD HEALTH AND DEVELOPMENT. THE PROGRAM WILL SERVE PEOPLE IN KANE COUNTY WHO ARE EXPERIENCING ECONOMIC INSTABILITY. 25,000

OAK PARK RIVER FOREST INFANT WELFARE SOCIETY

28 MADISON STREET
OAK PARK,IL60302 		N/A PUBLIC CHARITY THE IWS CHILDREN'S CLINIC PROVIDES MEDICAL, DENTAL, BEHAVIORAL HEALTH AND SOCIAL SERVICES TO LOW-INCOME CHICAGO-AREA CHILDREN. THE FUNDS WILL BE USED TO SUBSIDIZE THE COST OF THIS CARE FOR OUR PUBLICLY-INSURED AND UNINSURED PATIENTS. 25,000

OLD IRVING PARK COMMUNITY CLINIC

5425 W ADDISON ST
CHICAGO,IL60641 		N/A PUBLIC CHARITY THE CLINIC MANAGER NURSE: PERFORMS BLOOD GLUCOSE, A1C, URINALYSIS, ELECTROCARDIOGRAM TESTS, LAB RESULTS, TRAINS OTHERS; AND COORDINATES WITH CLINICIANS ON PATIENT MEDICATION AND TREATMENT CHANGES. SHE WILL ALSO HANDLE VOLUNTEERS. 55,000

OPTIONS FOR YOUTH

1525 E 53RD STREET
CHICAGO,IL60615 		N/A PUBLIC CHARITY TO CONTINUE OUR EXPANDED SUBSEQUENT PREGNANCY PROGRAM, A ONE-OF-A-KIND INITIATIVE SUPPORTING TEEN MOTHERS WITH THE GOALS OF DELAYING A SECOND PREGNANCY AND GRADUATING FROM HIGH SCHOOL. 20,000

PADS LAKE COUNTY

1800 GRAND AVE
WAUKEGAN,IL60085 		N/A PUBLIC CHARITY TO PROVIDE MEDICAL RESPITE CARE, SHORT-TERM RESIDENTIAL CARE THAT ALLOWS PEOPLE WHO ARE HOMELESS TO REST, RECOVER, AND HEAL IN A SAFE ENVIRONMENT WITH MEDICAL CARE AND SUPPORTIVE SERVICES. 25,000

PARTNERSHIP FOR A CONNECTED ILLINOIS

1337 WABASH AVENUE
SPRINGFIELD,IL62704 		N/A PUBLIC CHARITY A PILOT PROJECT TO EXPAND THE USE OF TELE-BEHAVIORAL SERVICES AND ONLINE BEHAVIORAL HEALTH TOOLS TO SUPPLEMENT EXISTING BEHAVIORAL HEALTH SERVICES AVAILABLE TO K-12 STUDENTS. 50,000

PILLARS COMMUNITY HEALTH

5220 EAST AVENUE
COUNTRYSIDE,IL60525 		N/A PUBLIC CHARITY FOR A PARTNERSHIP WITH NAMI METRO SUBURBAN TO DEVELOP, LAUNCH, AND OPERATE A TEEN LIVING ROOM THAT WILL PROVIDE AN ALTERNATIVE TO THE EMERGENCY ROOM FOR TEENS EXPERIENCING A MENTAL HEALTH CRISIS. 55,000

PLANNED PARENTHOOD OF ILLINOIS

17 N STATE STREET
CHICAGO,IL60602 		N/A PUBLIC CHARITY TO SUPPORT THE SALARY OF ADVANCED PRACTICE NURSES WHO PROVIDE EXPERT, COMPASSIONATE SEXUAL AND REPRODUCTIVE HEALTH CARE. 70,000

REFUGE FOR WOMEN

620 DAKOTA STREET
CRYSTAL LAKE,IL60012 		N/A PUBLIC CHARITY TO PROVIDE WOMEN SURVIVORS OF SEX TRAFFICKING (AGES 18 AND OVER) WITH MENTAL HEALTH COUNSELING, PSYCHIATRY CARE, RECOVERY COUNSELING, AND STAFFING ADVOCACY TO ASSIST IN THE HEALING PROCESS FROM ONGOING TRAUMA. 20,000

REFUGEEONE

6008 N CALIFORNIA AVE
CHICAGO,IL60659 		N/A PUBLIC CHARITY TO PROVIDE FREE, QUALITY DENTAL CARE TO REFUGEES OF ALL AGES. SPECIFICALLY, WE OFFER COMPREHENSIVE/PREVENTATIVE CARE, AND ALSO ORAL HEALTH EDUCATION AS MANY REFUGEES HAVE NEVER VISITED A DENTIST IN THEIR LIFETIME. 50,000

RESILIENCE

180 N MICHIGAN AVE SUITE 600
CHICAGO,IL60601 		N/A PUBLIC CHARITY TO SUPPORT RESILIENCE'S WORK ON BEHALF OF SEXUAL VIOLENCE SURVIVORS AND TOWARD ELIMINATING SEXUAL VIOLENCE, VIA MEDICAL ADVOCACY; TRAUMA THERAPY; EDUCATION AND TRAINING. 40,000

ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE

3333 GREEN BAY ROAD
NORTH CHICAGO,IL60064 		N/A PUBLIC CHARITY A FREE MOBILE HEALTH PROGRAM BRINGING COVID-19 AND FLU VACCINATIONS, WELLNESS SCREENINGS, PHYSICALS, POINT-OF-CARE TESTING, AND OTHER HEALTH SERVICES TO VULNERABLE AND HARD-TO-REACH POPULATIONS IN LAKE COUNTY, IL. 30,000

SGA YOUTH & FAMILY SERVICES

11 EAST ADAMS STREET
CHICAGO,IL60603 		N/A PUBLIC CHARITY TO INCREASE ACCESS TO HEALTH CARE FOR CHILDREN BY CONTRACTING WITH A PART-TIME HOME-VISITING NURSE TO PROVIDE HEALTH SCREENING, IMMUNIZATIONS AND REFERRALS. 50,000

SHRIVER CENTER ON POVERTY LAW

67 E MADISON
CHICAGO,IL60603 		N/A PUBLIC CHARITY TO SUPPORT THE SHRIVER CENTERS TRAINING, TECHNICAL ASSISTANCE, EDUCATION, AND OUTREACH EFFORTS TO FACILITATE HEALTHCARE ENROLLMENT AND ACCESS, IMPROVE HEALTH OUTCOMES, AND ADDRESS SOCIAL DETERMINANTS OF HEALTH. 55,000

TAPESTRY 360 HEALTH

1301 W DEVON AVE
CHICAGO,IL60660 		N/A PUBLIC CHARITY TO HIRE A NURSE FOR THE REFUGEE HEALTH PROGRAM WHICH SEEKS TO PROVIDE HEALTH SCREENINGS, NEEDS ASSESSMENTS, CARE COORDINATION SERVICES, HEALTH CARE, AND HEALTH EDUCATION TO NEWLY ARRIVED REFUGEES. 75,000

TAPESTRY 360 HEALTH

1301 W DEVON AVE
CHICAGO,IL60660 		N/A PUBLIC CHARITY CUSTOMIZED, RN-LED CARE FOR PREGNANT WOMEN THAT PRIORITIZES EXPECTANT MOTHERS IDENTIFIED AS AT HIGH-RISK DUE TO MEDICAL ISSUES OR SOCIAL DETERMINANTS OF HEALTH. 70,000

TEEN PARENT CONNECTION

475 TAFT AVENUE
GLEN ELLYN,IL60137 		N/A PUBLIC CHARITY DOULA SERVICES TO IMPROVE PERINATAL HEALTH ACCESS AND EQUITY, AND DECREASE OUTCOME DISPARITIES, FOR ADOLESCENT MOTHERS AND THEIR INFANTS IN DUPAGE COUNTY. 20,000

THE ARK

6450 N CALIFORNIA AVE
CHICAGO,IL60645 		N/A PUBLIC CHARITY TO SUPPORT THE RENOVATION OF THE PHARMACY AT THIS AGENCY THAT PROVIDE FREE, COMPREHENSIVE HEALTH AND SOCIAL SERVICES. 25,000

THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS

1737 WEST POLK STREET
CHICAGO,IL60612 		N/A PUBLIC CHARITY TO PROVIDE COMPREHENSIVE CARE TO INDIVIDUALS WITH DISABILITIES ON THE SOUTH AND WEST SIDES OF CHICAGO, WITH A FOCUS ON YOUNG ADULTS IN THE TRANSITION FROM PEDIATRIC TO ADULT CARE. 40,000

THE JOSSELYN CENTER

405 CENTRAL AVENUE
NORTHFIELD,IL60093 		N/A PUBLIC CHARITY TOWARD THE FIRST-YEAR SALARY OF A PSYCHIATRIC NURSE PRACTITIONER AT THIS COMMUNITY MENTAL HEALTH CENTER. 60,000

THE NETWORK ADVOCATING AGAINST DOMESTIC VIOLENCE

33 N DEARBORN ST
CHICAGO,IL60602 		N/A PUBLIC CHARITY TO EXPAND PUBLIC HEALTH EDUCATION AND COMMUNITY ENGAGEMENT TO RAISE AWARENESS OF DOMESTIC VIOLENCE AS A PUBLIC HEALTH ISSUE, EDUCATE ADVOCATES ON SAFETY PLANNING, AND ENGAGE IN COMMUNITY PREVENTION ACTIVITIES. 55,000

WELL CHILD CENTER

620 WING STREET SUITE 2
ELGIN,IL60123 		N/A PUBLIC CHARITY TO DELIVER PREVENTIVE DENTAL SERVICES IN A SCHOOL SETTING TO CHILDREN AGES 318. 25,000

WILL-GRUNDY MEDICAL CLINIC

213 EAST CASS STREET
JOLIET,IL60586 		N/A PUBLIC CHARITY TO HIRE A STAFF NURSE AND PROVIDE GENERAL OPERATING SUPPORT. 70,000

YOUTH & FAMILY COUNSELING

1113 S MILWAUKEE AVENUE STE 104
LIBERTYVILLE,IL60048 		N/A PUBLIC CHARITY TO PROVIDE ACCESSIBLE MENTAL HEALTHCARE SERVICES. 35,000

YOUTH GUIDANCE

1 N LASALLE STREET SUITE 900
CHICAGO,IL60602 		N/A PUBLIC CHARITY A SCHOOL-BASED, CULTURALLY-RESPONSIVE, TRAUMA INFORMED COUNSELING AND CLINICAL MENTORING PROGRAM FOR DISADVANTAGED FEMALE HIGH SCHOOL STUDENTS IN CHICAGO. 50,000

YWCA METROPOLITAN CHICAGO

1 N LASALLE STREET
CHICAGO,IL60602 		N/A PUBLIC CHARITY TO PROVIDE THERAPY, CRISIS INTERVENTION, AND CASE MANAGEMENT SERVICES FOR VICTIMS OF SEXUAL ASSAULT AND ABUSE AGES 3 AND OLDER AND THEIR NON-OFFENDING FAMILY MEMBERS. 40,000
Total .................................right arrow 3a 3,116,650
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 ........... 		         
4 Dividends and interest from securities ....     14 1,038,237  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 531390   14 56,074  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,200,523  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,294,834 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,294,834
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
VISITING NURSE ASSOCIATION OF CHICAGO
(AKA) VNA FOUNDATION
Employer identification number

36-2167943
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
VISITING NURSE ASSOCIATION OF CHICAGO
(AKA) VNA FOUNDATION 		Employer identification number
36-2167943
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
LOUISE MAY WHITEHOUSE CHARITABLE TRUST
 
PO BOX 803878
 
CHICAGO, IL60680

$ 7,427


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ZENDT CHARITABLE TRUST CO BANK OF AMERICA TRUSTEE
 
100 WESTMINSTER STREET
 
PROVIDENCE, RI029032309

$ 4,406


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
VISITING NURSE ASSOCIATION OF CHICAGO
(AKA) VNA FOUNDATION 		Employer identification number

36-2167943
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
VISITING NURSE ASSOCIATION OF CHICAGO
(AKA) VNA FOUNDATION 		Employer identification number

36-2167943
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 18,160 7,264 0 10,896

TY 2022 InvestmentsCorpBondsSchedule
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Name of Bond End of Year Book Value End of Year Fair Market Value
NORTHERN TRUST AS CUSTODIAN-FIXED INCOME-CORPS 3,715,630 3,715,630
NORTHERN TRUST AS CUSTODIAN-FIXED INCOME-FUNDS-CORPS 5,064,151 5,064,151

TY 2022 InvestmentsCorpStockSchedule
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Name of Stock End of Year Book Value End of Year Fair Market Value
NORTHERN TRUST AS CUSTODIAN-EQUITIES 30,724,877 30,724,877
NORTHERN TRUST AS CUSTODIAN-EQUITIES ST CASH 836,041 836,041

TY 2022 InvestmentsGovtObligationsSch
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
US Government Securities - End of Year Book Value:

4,251,832
US Government Securities - End of Year Fair Market Value:

4,251,832
State & Local Government Securities - End of Year Book Value:


381,270
State & Local Government Securities - End of Year Fair Market Value:


381,270


TY 2022 InvestmentsOtherSchedule2
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
NORTHERN TRUST AS CUSTODIAN-PALLADIAN PARTNERS VII LP FMV 977,426 977,426
NORTHERN TRUST AS CUSTODIAN-PALLADIAN PARTNERS VIII-A FMV 1,056,863 1,056,863
NORTHERN TRUST AS CUSTODIAN-WHITE OAK FIXED INCOME FUND FMV 2,614,913 2,614,913
NORTHERN TRUST AS CUSTODIAN-WCM FOCUSED GLOBAL GROWTH FUND FMV 4,012,306 4,012,306
NORTHERN TRUST AS CUSTODIAN-CF WHITE BOX MULTI-STRATEGY FUND FMV 3,718,560 3,718,560
NORTHERN TRUST AS CUSTODIAN-ALGERT INTERNATIONAL SMALL CAP FUND FMV 1,539,345 1,539,345

TY 2022 LandEtcSchedule2
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
EQUIPMENT 46,572 43,143 3,429 3,429


TY 2022 LegalFeesSchedule
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,445 0 0 3,445


TY 2022 OtherAssetsSchedule
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME RECEIVABLE 58,596 77,515 77,515
SECURITY DESPOSIT 2,789 2,789 2,789
RIGHT OF USE ASSET 0 34,133 34,133


TY 2022 OtherExpensesSchedule
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 6,332 1,266 0 5,066
K-1 DEDUCTIONS 164,805 164,805 0 0
MEMBERSHIP DUES 3,469 0 0 3,469
OFFICE SUPPLIES & EXPENSE 19,268 3,059 0 16,209
PAYROLL SERVICE & THIRD PARTY ADMINISTRATOR 5,204 1,041 0 4,163
WEBSITE EXPENSE 3,773 0 0 3,773


TY 2022 OtherIncomeSchedule2
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM K-1 29,421 16,613  
CHANGE IN ACCRUED INC - NORTHERN TR 3,434 3,434  
NON-DED. EXP & T/E INC FROM K-1 -1,674 0  
OTHER PORTFOLIO INCOME 22,359 0  
ROYALTIES 476 476  
K-1 REAL ESTATE INCOME 2,058 2,058  


TY 2022 OtherIncreasesSchedule
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Description Amount
CHANGE IN UNREALIZED GAIN ON INVESTMENTS 3,944,182


TY 2022 OtherLiabilitiesSchedule
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Description Beginning of Year - Book Value End of Year - Book Value
RIGHT OF USE LIABILITY 0 30,008


TY 2022 OtherProfessionalFeesSchedule
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
HARRIS ASSOC. LP 60,126 60,126 0 0
WILLIAM BLAIR & CO. 32,243 32,243 0 0
NORTHERN TRUST CO. 65,775 65,775 0 0
SEGALL, BRYANT & HAMILL 23,842 23,842 0 0
TAIBER KOSMALA 45,000 45,000 0 0
MONDRIAN 26,500 26,500 0 0
LAZAARD 17,999 17,999 0 0
KAYNE ANDERSON 23,264 23,264 0 0


TY 2022 TaxesSchedule
Name:
VISITING NURSE ASSOCIATION OF CHICAGO
 
(AKA) VNA FOUNDATION
EIN:
36-2167943
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 24,266 0 0 0