2024-05-15T14:06:53-05:00 2023-06-30 362985770 SELDEN FOX LTD ONE PARKVIEW PLAZA SUITE 710 OAKBROOK TERRACE IL 60181 990 2022-07-01 364404961 HEART AND MIND FOUNDATION HEAR 7732784212 1443 WEST DIVISION STREET CHICAGO IL 60642 TIMOTHY BOPP EXECUTIVE DIRECTOR 7732784212 2024-05-13 1 TIMOTHY BOPP 999009999 0 JOHN T WOJCIK P01331805 6309541400 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIMOTHY BOPP 1443 WEST DIVISION STREET CHICAGO IL 60642 742369 0 X WWW.HOLYTRINITY-HS.ORG/HMF/ X 2000 IL RECEIVE GIFTS AND BEQUESTS IN SUPPORT OF HOLY TRINITY HIGH SCHOOL OF CHICAGO, ILLINOIS. 4 4 0 4 0 0 1246235 666417 0 0 286722 75952 0 0 1532957 742369 1448152 1305211 0 0 0 0 0 0 0 83535 24929 1531687 1330140 1270 -587771 6776648 6774410 168051 88051 6608597 6686359 HEART AND MIND FOUNDATION IS A CHARITABLE ORGANIZATION ESTABLISHED TO RECEIVE AND MANAGE GIFTS AND BEQUESTS IN SUPPORT OF HOLY TRINITY HIGH SCHOOL IN CHICAGO. IT IS INTENDED TO SERVE THE EDUCATION OF CHILDREN NOW AND BEYOND OUR LIFETIMES. 0 0 1305211 1305211 DISBURSEMENTS TO HOLY TRINITY HIGH SCHOOL (HTHS) WERE USED FOR PLANT IMPROVEMENTS, FOR SUPPORT OF HTHS DEVELOPMENT EFFORT, AND FOR NUMEROUS SCHOLARSHIPS. 1305211 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X BUSINESS MANAGER 7732784212 1443 W DIVISION STREET CHICAGO IL 60642 TIMOTHY BOPP EXECUTIVE DIRECTOR 1.00 X X 0 166140 0 JOHN RAITT CHAIR 1.00 X X 0 0 0 PHIL DOETSCH DIRECTOR 1.00 X 0 0 0 KATIE SULLIVAN DIRECTOR 1.00 X 0 0 0 KATRINA KING SECRETARY/TREASURER 1.00 X 0 0 0 0 166140 0 1 0 1 0 0 666417 39644 666417 75952 75952 742369 0 0 75952 1305211 1305211 11500 11500 13252 13252 BANK FEE 152 152 STATE FILING FEE 25 25 1330140 1305211 24929 0 1880309 561503 3000 4893339 6212907 6776648 6774410 168051 88051 168051 88051 X 609495 708987 5999102 5977372 6608597 6686359 6776648 6774410 -587771 705177 -39644 0 X X 0 1 X 1 0 X X 1 HOLY TRINITY HIGH SCHOOL OF CHICAGO ILLINOIS 362431052 2 1 1305211 0 1 1305211 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 0 SCHEDULE A, PAGE 5, SECTION E, LINE 2A SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES DURING THE YEAR DIRECTLY FURTHERED THE EXEMPT PURPOSE OF HOLY TRINITY HIGH SCHOOL THROUGH THE ISSUANCE OF SCHOLARSHIPS AND SUPPORT FOR MAJOR CAPITAL IMPROVEMENTS TAKING PLACE THROUGHOUT THE BUILDING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2152839 463493 122454 2493878 2643167 -374662 115666 2152839 1834993 914916 106742 2643167 2056715 -120691 101031 1834993 2306132 52495 301912 2056715 1.00000 0 0 0 ARTISAN HIGH INCOME ADVISOR FUND 85159 F BAIRD AGGREGATE BOND FUND 377026 F BLACKROCK STRATEGIC INCOME OPPS PORT 203060 F METWEST TOTAL RETURN BOND FUND 377653 F SCHWAB TREASURY INFLATION PROTECTED SECURITIES INDEX REAL FUND 53487 F COHEN & STEERS INSTITUTIONAL REALTY SHARES FUND 223761 F CONESTOGA SMALL CAP INSTITUTIONAL FUND 177144 F `DWS RREEF REAL ASSETS FUND 269014 F GABELLI GLOBAL RISING INCOME AND DIVIDEND FUND 270026 F HARDING LOEVNER INTERNATIONAL EQUITY PORT 549533 F HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE FUND 166900 F OAKMARK FUND; ADVISOR 766711 F OAKMARK INTERNATIONAL FUND; ADVISOR 545883 F PIMCO RAE EMERGING MARKETS FUND 261377 F SCHWAB US MID CAP INDEX FUND 460896 F SCHWAB S&P 500 INDEX FUND 796086 F CHARLES SCHWAB BANK 25041 F SCHWAB GOVERNMENT MONEY FUND 604150 F 6212907 DEPOSIT PAYABLE - HIGH SCHOOL 88051 88051 X 1447546 705177 705177 742369 0 742369 1369784 39644 39644 1330140 0 1330140 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FOUNDATION TO EVALUATE POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 HOLY TRINITY HIGH SCHOOL 1443 W DIVISION CHICAGO IL 60642 362431052 501(C)(3) 1305211 0 TO FUND VARIOUS EDUCATIONAL SCHOLARSHIPS, CAPITAL IMPROVEMENT PROJECTS,; TO DEVELOP OR EXPAND EDUCATIONAL PROGRAMS AND TO SUPPLEMENT THE ANNUAL OPERATING BUDGET OF THE SCHOOL. 1 1 0 0 0 0 0 0 0 0 0 TIMOTHY BOPP EXECUTIVE DIRECTOR 0 166140 0 0 0 0 0 0 0 0 0 166140 0 0 X 1 579233 SALE AFTER RECEIPT X ACCOUNTING SERVICES 1 39644 ALLOCATION OF HOURS 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE TAX RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS PROVIDE WRITTEN STATEMENTS KNOWN CONFLICTS, IF ANY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST: IN ELECTRONIC FORMAT FOR ELECTRONIC MAILING OR IN A HARD COPY FORMAT IN THE ORGANIZATION'S OFFICE. FORM 990 PART XII LINE 2C THE BOARD OF DIRECTORS APPOINTS THE INDEPENDENT AUDITORS AND REVIEWS THE RESULTS OF THE AUDIT. HOLY TRINITY HIGH SCHOOL 1443 W DIVISION CHICAGO IL 60642 362431052 IL 501(C)(3) LINE 2 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 HOLY TRINITY HIGH SCHOOL M 0 HOLY TRINITY HIGH SCHOOL N 0 HOLY TRINITY HIGH SCHOOL O 39644 ESTIMATE