2024-05-09T13:30:56-05:00 2023-12-31 362239746 SASSETTI LLC 2107 SWIFT DRIVE SUITE 210 OAK BROOK IL 60523 990PF 2023-01-01 363104071 WESTLAKE HEALTH FOUNDATION WEST 6304953800 18 W 140 BUTTERFIELD RD 1660 OAKBROOK TERRACE IL 60181 FRED TOMERA CEO 6304953800 2024-05-09 1 FRED TOMERA 999009999 0 TIMOTHY G GRIFFITH P00299751 7083861433 2024-05-04 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 148861533 X X 8 8 1617480 1617480 3368049 46093869 3368049 4985537 4985537 533276 53328 479948 181261 18126 163135 60283 6028 54255 1300 1053 247 20478 16587 3891 567467 566671 796 267612 4537 263075 130676 13068 117608 22356 2236 20120 41877 4189 37688 1826586 685823 1140763 5497790 7531938 7324376 685823 8672701 -2338839 4299714 171045 602785 602785 60451197 60203972 60203972 15384616 18773790 18773790 65928339 69061619 69061619 356867 219367 219367 142292064 148861533 148861533 92605 150756 5749085 3714937 683899 762364 6525589 4628057 X 135766475 144233476 135766475 144233476 142292064 148861533 135766475 -2338839 10805840 144233476 0 144233476 CAPITAL GAINS P 46093869 42725820 3368049 3368049 3368049 59766 0 59766 0 59766 91722 0 0 0 91722 0 31956 31956 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 WWW.WESTLAKEHF.COM MJ VANDENBROUCKE INC 6306270577 1S280 SUMMIT AVE OAKBROOK TERRACE IL 60181 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRED TOMERA MD 990 N LAKE SHORE DR 26E CHICAGO IL 60611 CHAIRMAN/CEO 40.00 269487 23930 0 LUCILLE CIBELLI 7227 FLAGG CREEK DR INDIAN HEAD PARK IL 60525 TREASURER 2.00 0 0 0 RICHARD MONTALBANO SR 206 WOOD GLEN LN OAK BROOK IL 60523 SECRETARY 2.00 0 0 0 DAVID R HEY 9 SHORTRIDGE TRAIL GALENA IL 61036 DIRECTOR 2.00 95701 7459 0 RICHARD LAVACCHI 4483 CAPSTAN DR HOFFMAN ESTATES IL 60192 DIRECTOR 2.00 0 0 0 JOHN MADDEN 716 S ASHLAND AVE LAGRANGE IL 60525 DIRECTOR 2.00 0 0 0 LEONARD MULLER 1715 DICKINSON DR WHEATON IL 60187 DIRECTOR 2.00 0 0 0 JAMES OLES 306 S GARFIELD HINSDALE IL 60521 DIRECTOR 2.00 0 0 0 SANDRA SPILOTRO 9006 QUARRY DR NAPLES FL 34120 DIRECTOR 2.00 0 0 0 RAUL VILLASUSO MD 263 LORRAINE CIRCLE BLOOMINGDALE IL 60108 DIRECTOR 2.00 0 0 0 TONY RUZICKA 580 JACKSON AVE GLENCOE IL 60022 CFO 40.00 168088 14926 0 ROSE WESOLEK 18 W 140 BUTTERFIELD RD OAKBROOK TERRACE IL 60181 EXECUTIVE VICE-PRESI 40.00 192962 17135 0 0 CAPTRUST 4208 SIX FORKS RD SUITE 1700 RALEIGH NC 27609 INVESTMENT COUNSELING 137686 EAGLE CAPITAL MANAGEMENT 499 PARK AVE NEW YORK NY 10022 INVESTMENT COUNSELING 134898 BPRE OLC HOLDINGS LLP 300 PARK BLVD ITASCA IL 60143 RENT 128032 PINNACLE PO BOX 27780 NEW YORK NY 10087 INVESTMENT COUNSELING 88706 0 0 144901767 386915 288117 145576799 0 0 145576799 2183652 143393147 7169657 7169657 59766 59766 7109891 0 7109891 0 7109891 8672701 0 8672701 7109891 7422123 0 0 8672701 7422123 0 0 1250578 0 0 0 0 0 0 0 0 5859313 0 0 0 X FRED TOMERA MD AND ROSE WESOLEK 18 W BUTTERFIELD RD 1660 OAKBROOK TERRACE IL 60181 6304956800 ROSE@WESTLAKEHF.COM A REQUEST FOR APPLICATION SHOULD BE SENT TO WESTLAKE HEALTH FOUNDATION AND SHOULD INCLUDE A STATEMENT OF PURPOSE OF APPROXIMATELY 50 WORDS OR LESS AND PROOF OF 501(C)(3) STATUS BY IRS. THE FOUNDATION RECEIVES AND APPROVES REQUESTS YEAR-ROUND. WESTLAKE HEALTH FOUNDATION WILL NOT CONSIDER APPLICATIONS FOR THE FOLLOWING: 1. INCOMPLETE APPLICATIONS OR APPLICATIONS WITHOUT AN ASSIGNED IDENTIFICATION NUMBER. 2. POLITICAL ORGANIZATIONS, CAMPAIGNS OR LOBBYING ACTIVITIES AND/OR ORGANIZATIONS DESIGNED PRIMARILY FOR LOBBYING AND ADVOCACY. 3. RELIGIOUS ORGANIZATIONS FOR DIRECT RELIGIOUS ACTIVITIES. 4. ENDOWMENT CAMPAIGNS. 5. FRATERNAL ORGANIZATIONS, SOCIETIES OR ORDERS. 6. BENEFIT FUNDRAISERS, RAFFLES, TICKETS, TESTIMONIAL OR RECOGNITION EVENTS. 7. TELEPHONE SOLICITATIONS. 8. PROJECTS THAT BENEFIT INDIVIDUALS. ACCESS COMMUNITY HEALTH NETWORK 600 W FULTON 2ND FLOOR CHICAGO IL 60661 NONE PC MELROSE PARK FAMIL HEALTH CENTER 25000 AGING CARE OPTIONS 111 W HARRIS AVE LAGRANGE IL 60525 NONE PC CARING TOGETHER, LIVING BETTER PROGRAM 25000 AMERICAN CANCER SOCIETY 225 N MICHIGAN AVE SUITE 1200 CHICAGO IL 60601 NONE PC IMPROVING BREAST CANCER SCREENING RATE THRU COMMUNITY HEALTH NAVIGATORS 100000 AMERICAN HEART ASSOICATION 300 S RIVERSIDE PLAZE SUITE 1200 CHICAGO IL 60606 NONE PC INFANT NEXT GENERATION OF HEARTSAVERS 50000 ASPIRE OF ILLINOIS 1815 S WOLF RD HILLSIDE IL 60162 NONE PC 2024 ORGANIZATIONAL PLAN 550000 BEDS PLUS INC 9601 OGDEN AVE LAGRANGE IL 60525 NONE PC BEDS PLUS STABILIZATION SERVICES 35000 CANDOR HEALTH EDUCATION 15 SPINNING WHEEL RD HINSDALE IL 60521 NONE PC HEALTH EDUCATION FOR PROVISO TOWNSHIP 40000 CHICAGO METHODIST SENIOR SERVICES 1415 W FOREST AVE CHICAGO IL 60640 NONE PC SENIOR CENTER PROGRAM 65000 COMMUNITY SUPPORT SERVICES INC 9021 OGDEN AVE BROOKFIELD IL 60052 NONE PC RESPITE SERVICES PROGRAM 160000 CONCORDIA UNIVERSITY CHICAGO 7400 AUGUSTA ST RIVER FOREST IL 60305 NONE PC NURSING SCHOLARSHIP PROGRAM 1ST OF 5 ANNUAL PAYMENTS 500000 DOMINICAN LITERACY CENTER 1503 RICE ST MELROSE PARK IL 60160 NONE PC GENERAL OPERATING SUPPORT 20000 GIGI'S PLAYHOUSE 3948 NORTH LINCOLN AVE CHICAGO IL 60613 NONE PC GIGIFIT FITNESS PILOT TO DELAY ALZHEIMER'S DISEASE 25000 HELPING HAND CENTER 9649 W 55TH ST COUNTRYSIDE IL 60525 NONE PC THERAPY ACCESS FOR DISADVANTAAGED CHILDREN 244000 HEPHZIBAH CHILDREN'S ASSOCIATION 1144 LAKE ST 5TH FLOOR OAK PARK IL 60301 NONE PC THERAPEUTIC SUPPORT & SERVICES FOR SEVERELY TRAUMATIZED CHILDREN 50000 HOUSING FORWARD 1851 S 9TH AVE MAYWOOD IL 60153 NONE PC WRAPAROUND SERVICES PROGRAM 90000 ILLINOIS PARTNERS FOR HUMAN SERVICES 33 W GRAND AVE SUITE 300 CHICAGO IL 60654 NONE PC GENERAL OPERATING SUPPORT 25000 IMERMAN ANGELS 205 W RANDOLPH ST 19TH FLOOR CHICAGO IL 60606 NONE PC GENERAL OPERATING SUPPORT 7500 L'ARCHE CHICAGO 7313 MADISON ST FOREST PARK IL 60130 NONE PC RENOVATION AT GROUP HOME FOR ADULTS WITH INTELLECTUAL DISABILITIES 25000 LEWIS UNIVERSITY 1 UNIVERSITY PKWY ROMEOVILLE IL 60446 NONE PC WESTLAKE NURSING SCHOLARS PROGRAM 50000 LEYDEN FAMILY SERVICE 10001 W GRAND AVE FRANKLIN PARK IL 60131 NONE PC BENEFITS ASSISTANCE PROGRAM 200000 MARYVILLE ACADEMY 1150 N RIVER RD DES PLAINES IL 60016 NONE PC CASA IMANI & CASA SALMA PROGRAMS 20000 MAYWOOD FINE ARTS ASSOCIATION 25 N FIFTH AVE MAYWOOD IL 60153 NONE PC FIT & FUN HEALTHY FAMILIES PROGRAM 350000 MEALS ON WHEELS FOUNDATION 7222 W CERMAK RD SUITE 302 NORTH RIVERSIDE IL 60546 NONE PC COMMUNITY CAFE & HOME DELIVERED MEALS ON WHEELS PROGRAM 35000 METROPOLITAN FAMILY SERVICES 101 N WACKER DR CHICAGO IL 60606 NONE PC BEHAVIORAL HEALTH PEER SUPPORT FPR RESIDENTS OF PROVISO TOWNSHIP 5000 MILESTONE INC 4060 MCFARLAND RD LOVES PARK IL 61111 NONE PC MEDICAL EQUIPMENT UPGRADE PROJECT 41000 NAMI METRO SUBURBAN 814 HARRISON ST OAK PARK IL 60304 NONE PC LIVING ROOMS & DROP IN CENTER 125000 NATIONAL KIDNEY FOUNDATION OF ILLINOIS 215 W ILLINOIS ST SUITE 1C CHICAGO IL 60654 NONE PC TAKE CHARGE, VIVIENDO & FAMILY PATIENT EDUCATION PROGRAMS 15000 NEW MOMS INC 5317 W CHICAGO AVE CHICAGO IL 60651 NONE PC FAMILY SUPPORT PROGRAM 68290 OAK-LEYDEN DEVELOPMENT SERVICES INC 411 CHICAGO AVE OAK PARK IL 60302 NONE PC GENERAL OPERATING SUPPORT 100000 OPPORTUNITY KNOCKS 8020 MADISON ST RIVER FOREST IL 60305 NONE PC WARRIOR WELLNESS PROGRAM 45000 PARKS FOUNDATION OF OAK PARK 218 MADISON ST OAK PARK IL 60302 NONE PC CRC AFTER SCHOOL PROGRAM 100000 PCC COMMUNITY WELLNESS CENTER 14 LAKE ST OAK PARK IL 60301 NONE PC PCC MELROSE PARK CAPITAL PROJECT 140000 PILLARS COMMUNITY HEALTH 23 CALENDAR AVE LAGRANGE IL 60525 NONE PC SERVICES FOR LOW-INCOME COMMUNITY MEMBERS 150000 PRESENCE BEHAVIORAL HEALTH 1414 MAIN ST MELROSE PARK IL 60160 NONE PC LATINO MENTAL HEALTH CARE INITIATIVE 400000 PROVISO PUBLIC PARTNERSHIP 2619 CONGRESS ST BELLWOOD IL 60104 NONE PC BILINGUAL SERVICE COORDINATION PROGRAM 19000 QUINN CENTER OF SAINT EULALIA 1845 S FIFTH AVE MAYWOOD IL 60153 NONE PC GENERAL OPERATING SUPPORT 40000 RUSH OAK PARK HOSPITAL 520 S MAPLE AVE OAK PARK IL 60304 NONE PC 2022 MAMMOGRAPHY PROGRAM 123000 SAINT ANN SCHOOL 2211 W 18TH PLACE CHICAGO IL 60608 NONE PC GENERAL OPERATING SUPPORT 100000 SARAH'S INN 309-311 HARRISON OAK PARK IL 60304 NONE PC TRAINING & EDUCATION PROGRAM / ADVOCACY & COUNSELING PROGRAM 30000 SEASONS HOSPICE FOUNDATION 6400 SHAFER CT SUITE 700 ROSEMONT IL 60018 NONE PC GENERAL OPERATING SUPPORT 60000 UCP SEGUIN OF GREATER CHICAGO 3100 S CENTRAL AVE CICERO IL 60804 NONE PC BUILDING BRIDGES TO THE FUTURE TRANSITION PROGRAM 200000 SISTER HOUSE 25 WASHINGTON BLVD OAK PARK IL 60302 NONE PC RECOVERY IS POSSIBLE 30000 SMART LOVE FAMILY SERVICES 1010 LAKE ST SUITE 500 OAK PARK IL 60301 NONE PC IT TAKES A VILLAGE PROGRAM 15000 SUBURBAN PRIMARY HEALTH CARE COUNCIL 2225 ENTERPRISE DR WESTCHESTER IL 60154 NONE PC ACCESS TO CARE PROGRAM 750000 THE FIREHOUSE DREAM 511 ST CHARLES AVE MAYWOOD IL 60153 NONE PC CREATIVE HEALING PROGRAM IN PROVISO 25000 THREE BUTTERFLIES SIDS FOUNDATION 6715 N 3RD ST PHOENIX AZ 85012 NONE PC GRANT IN MEMORY OF JACK OLINGER 25000 WAY BACK INN INC 104 OAK ST MAYWOOD IL 60153 NONE PC GENERAL OPERATING SUPPORT 100000 WELLNESS HOUSE 131 N COUNTY LINE RD HINSDALE IL 60521 NONE PC WELLNESS HOUSE GENERAL OPERATIONS 2024 75000 YMCA OF METRO CHICAGO 1030 W VAN BUREN ST CHICAGO IL 60607 NONE PC ELMHURST YMCA POWER UP! FAMILY HEALTH PROGRAM 25000 5497790 0 14 8 14 1617480 18 3368049 0 4985537 0 4985537 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 20478 16587 3891 CORPORATE BONDS 18773790 18773790 CORPORATE STOCK 60203972 60203972 MONEY MARKET FUNDS FMV 1740791 1740791 HEDGE FUNDS FMV 6492699 6492699 PRIVATE EQUITY FMV 21365423 21365423 REAL ESTATE FMV 23674070 23674070 VENTURE CAPITAL FMV 10333974 10333974 GLOBAL EQUITY FMV 5375837 5375837 ACCRUED INCOME FMV 78825 78825 LEGAL FEES 1300 1053 247 FEDERAL EXCISE TAX REFUND 91716 27613 27613 OPERATING LEASE RIGHT-OF-USE ASSET 247276 173879 173879 ART COLLECTION 17875 17875 17875 INSURANCE 2227 223 2004 OFFICE EXPENSE 39650 3966 35684 CHANGE IN UNREALIZED GAINS & LOSSES 10805840 OPERATING LEASE LIABILITY 251183 179283 DEFERRED EXCISE TAX PAYABLE 432716 583081 PROFESSIONAL FEES 4180 3384 796 INVESTMENT MANAGEMENT FEES 563287 563287 0 PAYROLL TAXES 45366 4537 40829 FEDERAL EXCISE TAX 214468 0 214468 STATE AND FOREIGN TAX 7778 0 7778