2024-12-20T16:20:44-06:00 2024-02-29 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990PF 2023-03-01 363805338 ALPHAWOOD FOUNDATION ALPH 7734778984 2401 N HALSTED ST STE 210 CHICAGO IL 60614 JOAN BARRY ASSTNT TREASURER 7739755722 2024-12-20 1 0 SUE ROBISON P00560072 2062814444 2024-12-20 2023 2024-10-15 13:58:12Z X 65137736 X X 2147541 2183699 6438583 12982000 6333958 550786 17820 9136910 8535477 265615 0 299428 300430 0 300430 50322 0 50322 10962 0 23743 52000 0 52000 8787 0 8437 3742 0 3742 209153 14528 29353 5480 0 6377 4401901 64591 4553640 5308392 79119 5327472 14700357 10350162 20008749 79119 15677634 -10871839 8456358 13299349 12611288 12611288 380690 474225 474225 39887 22991 22991 2963170 0 0 47586395 48689676 48689676 3713971 3339556 3339556 53151 53151 2071114 0 0 70054576 65137736 65137736 323574 127528 75256 2390161 170689 365086 569519 2882775 X 69485057 62254961 69485057 62254961 70054576 65137736 69485057 -10871839 3641743 62254961 0 62254961 CAPITAL LOSSES FROM K-1 P 104625 -104625 -104625 US TREASURY NOTES 1.75% 2023-05-15 2982000 2997842 -15842 -15842 VANGUARD MARKETABLE SECURITIES 2023-08-03 10000000 3545575 6454425 6454425 6333958 117543 0 117543 0 117543 148081 0 0 0 148081 X 0 30538 30538 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IL CA 1 0 0 1 0 1 ALPHAWOODFOUNDATION.ORG JOAN BARRY 7739755722 2401 HALSTED ST STE 200 CHICAGO IL 60614 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 CHIRAG BADLANI 2401 N HALSTED ST STE 210 CHICAGO IL 60614 EXE. 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ALPHAWOOD EXHIBITIONS LLC WAS FORMED TO ORGANIZE AND PRESENT CULTURAL AND ART EXHIBITIONS AND TO ENGAGE IN ANY OTHER LAWFUL BUSINESS OR ACTIVITY THAT ISNECESSARY OR CONVENIENT TO THE BUSINESS AND PURPOSE OF THE FOUNDATION. ALPHAWOOD EXHIBITIONS LLC IS CONSIDERED A DISREGARDED ENTITY. 4157597 0 46021556 15676450 3563439 65261445 0 0 65261445 978922 64282523 3214126 3214126 117543 117543 3096583 0 3096583 0 3096583 15677634 0 15677634 3096583 0 0 13768184 5756182 5662916 12601220 8357606 46146108 15677634 0 0 0 3096583 12581051 0 0 58727159 0 0 0 0 0 0 13768184 44958975 5756182 5662916 12601220 8357606 12581051 FRED EYCHANER ALPHAWOOD FOUNDATION 2401 N HALSTED ST STE 210 CHICAGO IL 60614 7734778984 SEE STATEMENT 18 SEE STATEMENT 18 SEE STATEMENT 18 ABOUT FACE THEATRE 1922 W IRVING PARK RD CHICAGO IL 60613 PC GENERAL OPERATIONS 20000 ADMINISTRATORS OF THE TULANE EDUCATION FUND 1555 POYDRAS STREET SUITE 1000 NEW ORLEANS LA 70112 PC SUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DR. 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BARBARA ARROYO 74653 SOUTH SIDE COMMUNITY ART CENTER 3831 S MICHIGAN AVENUE CHICAGO IL 60653 PC GENERAL OPERATIONS 40000 SPACES 2900 DETROIT AVE CLEVELAND OH 44113 PC EVERLASTING PLASTICS EXHBITION AT THE U.S. PAVILION AT VENICE ARCHITECTURE BIENNALE 100000 SURVIVORS NETWORK OF THOSE ABUSED BY PRIESTS (SNAP) PO BOX 16376 CHICAGO IL 60616 PC GENERAL OPERATIONS 30000 SWEET WATER FOUNDATION 5749 S PERRY AVENUE CHICAGO IL 60621 PC EXHIBITION SUPPORT FOR VENICE ARCHITECTURE BIENNALE, GENERAL OPERATIONS 40000 TEATRO VISTA 4800 NORTH MILWAUKEE AVENUE UNIT 201 CHICAGO IL 60630 PC GENERAL OPERATIONS 10000 THE COLLEGE OF WOOSTER 1101 N BEVER STREET WOOSTER OH 44691 PC SUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DR. OLIVIA NAVARRO-FARR 37500 THE GERALD ARPINO FOUNDATION 2711 W GIDDINGS ST CHICAGO IL 60625 PC CHICAGO CENTENNIAL 100000 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA MERCED MERCED CAMPUS CASHIERING SERVICES PO BOX 2450 MERCED CA 95344 PC SUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DR. HOLLEY MOYES 72077 TOKEN THEATRE 4814 N DAMEN AVE APT 307 CHICAGO IL 60625 PC GENERAL OPERATIONS 20000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3600 MARKET STREET SUITE 300 PHILADELPHIA PA 191043284 PC SUPPORT OF SCHOLAR AT RISK PROGRAM, JAMES D. MCDONOUGH FELLOWSHIP IN QUEER ART HISTORY 431517 UNITED AFRICAN ORGANIZATION 6042 S INDIANA AVE CHICAGO IL 606372206 PC GENERAL OPERATIONS 25000 UNITY TEMPLE RESTORATION FOUNDATION 875 LAKE STREET OAK PARK IL 60301 PC SUPPORT FOR ORGANZIATIONAL ACTIVITIES 153795 UNIVERSITY OF ARIZONA SCHOOL OF ANTHROPOLOGY 1009 E SOUTH CAMPUS DR TUCSON AZ 85721 PC SUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DR. TAKESHI INOMATA AND DR. DANIELA TRIADAN 75000 UNIVERSITY OF CHICAGO INSTITUTE OF POLITICS 5707 S WOODLAWN AVENUE CHICAGO IL 60637 PC INSTITUTE OF POLITICS INTERNSHIP PROGRAM 300000 UNIVERSITY OF HOUSTON 5000 GULF FREEWAY BUILDING 1 SUITE 300 HOUSTON TX 77204 PC SUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DRS. ARLEN AND DIANE CHASE 37756 UNIVERSITY OF MARYLAND FOUNDATION INC 3300 METZEROTT RD ADELPHI MD 20783 PC PUBLICATION AND EXHIBITION SUPPORT FOR ALBIN O. KUHN LIBRARY GALLERYS AMOS BADERTSCHER EXHIBITION 20000 UNIVERSITY OF NEW HAMPSHIRE OFFICE OF SPONSORED RESEARCH SERVICE FIRE BLDG RM 120 51 COLLEGE DURHAM NH 03824 PC SUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DR. ELEANOR HARRISON-BUCK 31640 UNIVERSITY OF TEXAS FOUNDATION INC 9011 MOUNTAIN RIDGE DRIVE SUITE 150 AUSTIN TX 78759 PC SUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DR. M. KATHRYN BROWN 75000 VISCERAL DANCE CHICAGO 3121 N ROCKWELL ST CHICAGO IL 60618 PC GENERAL OPERATIONS AND SUPPORT FOR BOARD DEVELOPMENT 75000 YOUTH OUTLOOK 1828 OLD NAPERVILLE ROAD NAPERVILLE IL 60563 PC GENERAL OPERATIONS 40000 10350162 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA MERCED MERCED CAMPUS CASHIERING SERVICES PO BOX 2450 MERCED CA 95344 PC SUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK 23923 SOAS (SCHOOL OF ORIENTAL AND AFRICAN STUDIES) UNIVERSITY OF LONDON THORNHAUGH STREET RUSSELL SQUARE LONDON UK WCIH 0XG PC POSTGRADUATE DIPLOMA IN ASIAN ART AND SCHOLARSHIPS 1403218 FOUR FREEDOMS PARK CONSERVANCY INC PO BOX 5475 NEW YORK NY 10185 PC PUBLICATION SUPPORT, GENERAL OPERATIONS 20000 NORTHWESTERN UNIVERSITY 750 NORTH LAKE SHORE DRIVE RUBLOFF 7TH FLOOR CHICAGO IL 60611 PC SUPPORT FOR PREP4TEENS 75000 LAMBDA LEGAL DEFENSE AND EDUCATION FUND - MIDWEST REGION 65 E WACKER PLACE 2000 CHICAGO IL 60601 PC GENERAL OPERATIONS FOR MIDWEST REGIONAL OFFICE, SUPPORT FOR SENIOR ATTORNEY POSITION AT MIDWEST REGIONAL OFFICE 750000 BRANDEIS UNIVERSITY 415 SOUTH STREET MS 116 WALTHAM MA 02453 PC SUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK 37500 UNIVERSITY OF NEW HAMPSHIRE OFFICE OF SPONSORED RESEARCH SERVICE FIRE BLDG RM 120 51 COLLEGE DURHAM NH 03824 PC SUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK 37840 ADMINISTRATORS OF THE TULANE EDUCATION FUND 1555 POYDRAS STREET SUITE 1000 NEW ORLEANS LA 70112 PC SUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK 42680 2390161 14 2147541 01 413247 18 6438583 TICKET AND CATALOG SALES 112465 UBTI FROM K1S 900001 -10888 01 10888 BOOK ROYALTIES 74 ALICE AWARD 25000 -10888 9010259 137539 9136910 11A TICKET AND CATALOG SALES FOR EXHIBITIONS PROGRAM 11C BOOK ROYALTIES ARE FROM SALES OF CATALOGS AND BOOKS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 52000 0 52000 BENTON INSTITUTE FOR BROADBAND & SOCIETY 1041 RIDGE ROAD 214 WILMETTE IL 60091 2022-12-15 50000 SUPPORT OF GENERAL OPERATIONS FOR PRIVATE OPERATING FOUNDATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 50000 TO THE KNOWLEDGE OF GRANTOR, FUNDS HAVE NOT BEEN DIVERTED. 11/29/2023, 01/08/2024 THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY WITH REGARDS TO THIS GRANT AND HAS RECEIVED OR REQUESTED AN ANNUAL REPORT FROM THE GRANTEE. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ANY REPORTS RECEIVED FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORTS WAS REQUIRED OR MADE. BENTON INSTITUTE FOR BROADBAND & SOCIETY 1041 RIDGE ROAD 214 WILMETTE IL 60091 2024-01-11 50000 SUPPORT OF GENERAL OPERATIONS FOR PRIVATE OPERATING FOUNDATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 0 TO THE KNOWLEDGE OF GRANTOR, FUNDS HAVE NOT BEEN DIVERTED. N/A NONE STATEMENT 18 FORM 990-PF PART XV - SUPPLEMENTARY INFORMATION INQUIRIES:ALPHAWOOD FOUNDATION CHICAGO DOES NOT ACCEPT UNSOLICITED GRANT APPLICATIONS. INTERESTED ORGANIZATIONS ARE INVITED TO REVIEW THE FOLLOWING GUIDELINES DESCRIBING OUR CURRENT AREAS OF INTEREST. IF YOU BELIEVE YOUR ORGANIZATION OR MISSION MATCHES ONE OR MORE OF OUR GRANTMAKING PRIORITIES, YOU MAY PROVIDE YOUR INFORMATION TO US USING THE FORM AT THE BOTTOM OF THIS PAGE. WE REGRET WE CANNOT UNDERTAKE TO RESPOND TO ALL SUCH INQUIRIES.ALPHAWOOD FOUNDATION CHICAGO'S FUNDING GENERALLY PROVIDES UNRESTRICTED, GENERAL OPERATING SUPPORT TO NON-PROFIT ORGANIZATIONS OPERATING WITH A CLEAR MISSION AND DEMONSTRATING BOTH PROGRAMMATIC AND MANAGERIAL EFFECTIVENESS. TO BE ELIGIBLE TO RECEIVE A GRANT FROM ALPHAWOOD FOUNDATION CHICAGO, AN ORGANIZATION MUST BE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ALPHAWOOD HAS A STRONG PREFERENCE FOR ORGANIZATIONS SERVING RESIDENTS OF THE CHICAGO METROPOLITAN REGION.FUNDING IS FOCUSED IN THE FOLLOWING AREAS:ARTS EMPOWERMENT: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS USING THE ARTS AS A WAY OF OVERCOMING BARRIERS TO ACCESS AND ADVANCEMENT; AND THOSE EMPOWERING COMMUNITIES THROUGH ARTISTIC DEVELOPMENT AND EXPRESSION. LGBTQ+ HEALTH AND HIV PREVENTION: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS EXPANDING AND IMPROVING LGBTQ+ AFFIRMING HEALTH CARE AND THOSE WORKING TO TREAT AND PREVENT THE TRANSMISSION OF HIV/AIDS.LGBTQ+ RIGHTS AND EDUCATION: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS WORKING TO SECURE THE RIGHTS AND WELL-BEING OF LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUEER COMMUNITIES; AND ORGANIZATIONS ENHANCING THE VISIBILITY OF THE LGBTQ+ COMMUNITY. EMPOWERING COMMUNITIES OF COLOR: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS USING EFFECTIVE MECHANISMSINCLUDING ADVOCACY, ORGANIZING, AND THE ARTSTO LIFT UP AND EMPOWER TRADITIONALLY MARGINALIZED GROUPS. LEGAL SERVICES & ADVOCACY: ALPHAWOOD FOUNDATION CHICAGO FUNDS LEGAL SERVICES ORGANIZATIONS WORKING TO PROVIDE ACCESS TO JUSTICE, ALLEVIATE POVERTY, EXPAND THE RIGHTS OF IMMIGRANTS, AND PROMOTE SOCIAL CHANGE; AND ORGANIZATIONS WHOSE ADVOCACY ACTIVITIES ADVANCE RESPONSIVE AND ACCOUNTABLE POLICIES AND INSTITUTIONS.PRESERVING THE BUILT ENVIRONMENT: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS WHOSE PRIMARY MISSION HONORS, PROMOTES, AND SUSTAINS THE BUILT ENVIRONMENT, INCLUDING THOSE PROMOTING THE PRESERVATION AND PROTECTION OF HISTORIC RESOURCES THROUGH ADVOCACY, EDUCATION, FUND RAISING, AND/OR STEWARDSHIP. GENERAL INTEREST: ALPHAWOOD FOUNDATION CHICAGO VALUES A SAFE, JUST, AND EQUITABLE SOCIETY; EQUAL ACCESS AND OPPORTUNITY; HEALTHY AND SUSTAINABLE COMMUNITIES; AND A VIBRANT CREATIVE ARTS SECTOR. OUR FUNDING SUPPORTS ORGANIZATIONS FURTHERING THESE VALUES. ARCHAEOLOGY: ALPHAWOOD FOUNDATION CHICAGO SUPPORTS MAYA ARCHEOLOGICAL RESEARCH WITH A PRIMARY FOCUS ON FIELDWORK IN BELIZE, GUATEMALA, AND MEXICO. FUNDING LIMITATIONS:ALPHAWOOD FOUNDATION DOES NOT PROVIDE GRANTS TO INDIVIDUALS; FILM, TELEVISION, OR RADIO PRODUCTION; UNDERWRITING OR TABLES FOR SPECIAL EVENTS; RELIGIOUS OR FRATERNAL PURPOSES; OR POLITICAL CAMPAIGNS. PROPOSALS FROM ORGANIZATIONS NOT CURRENTLY FUNDED BY THE ALPHAWOOD FOUNDATION ARE ACCEPTED BY INVITATION ONLY. PROSPECTIVE NEW APPLICANTS FOR FUNDING MUST DEMONSTRATE A VERY STRONG MATCH BETWEEN THEIR WORK AND THE FOUNDATION'S PRIORITIES AND GUIDELINES, AND EVEN THEN, WE ARE ONLY ABLE TO INVITE A LIMITED NUMBER OF NEW GRANTEES EACH YEAR.IF YOU WISH TO PROVIDE INFORMATION ABOUT YOUR ORGANIZATION TO ALPHAWOOD FOUNDATION CHICAGO, PLEASE COMPLETE THE FOLLOWING FORM. OUR ACCEPTANCE OF YOUR INFORMATION DOES NOT CONSTITUTE AN UNDERTAKING TO PROVIDE FUNDING OR TO ENGAGE IN FURTHER DIALOGUE WITH YOU. DUE TO RESOURCE CONSTRAINTS, WE CANNOT ENTERTAIN ADDITIONAL INQUIRIES OR CONTACTS. THANK YOU FOR YOUR INTEREST. MARKETABLE SECURITIES 3622457 3622457 VANGUARD GROUP FUND 45067219 45067219 ABRY PARTNERS VI, LP FMV 17611 17611 ABRY PARTNERS VII, LP FMV 661000 661000 ABRY SENIOR EQUITY II, LP FMV 14043 14043 ABRY SENIOR EQUITY III, LP FMV 11931 11931 LAVIEN OFFSHORE DIST. H FMV 50415 50415 NEW LEAF VENTURES I, LP FMV 10001 10001 NEW LEAF VENTURES III, LP FMV 2450160 2450160 SANDLER CAP PTNRS V FTE FMV 124395 124395 LEGAL FEES 10962 0 23743 ACCRUED U.S. INTEREST 15155 0 0 PROGRAM LOAN RECEIVABLE 2055959 0 0 ADP FEES 3421 0 3421 EXHIBITIONS 4157597 0 4287719 INFORMATION TECHNOLOGY 1166 0 1166 INSURANCE 14863 0 14863 LICENSES & PERMITS 7926 0 7926 SUPPORT SERVICES 162300 0 162300 OFFICE EXPENSES 7856 0 7846 OTHER DEDUCTIONS - PARTNERSHIP 0 64591 0 SHIPPING & POSTAGE 429 0 467 SUBSCRIPTION 25747 0 25676 RECRUITING 1350 0 1350 STAFF DEVELOPMENT 13421 0 13421 EVENT EXPENSE 4475 0 4475 MEMBERSHIP EXPENSE 1350 0 1350 OTHER EXPENSES 0 0 21660 PARTNERSHIP INCOME 413247 17820 413247 TICKET AND CATALOG SALES 112465 112465 BOOK ROYALTIES 74 74 ALICE AWARD 25000 25000 UNREALIZED APPRECIATION IN MARKET VALUE OF INVESTMENTS 3641743 ACCRUED EXCISE AND INCOME TAXES 170689 365086 CONSULTING 8787 0 8437 PAYROLL TAXES 29353 0 29353 EXCISE TAX 115098 0 0 STATE TAXES PAID 118 0 0 DEFERRED TAX ADJUSTMENT 49000 0 0 UBI TAX 1056 0 0 FOREIGN TAXES 14528 14528 0