2026-05-15T10:45:34-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-07-01 364404961 HEART AND MIND FOUNDATION HEAR 7732784212 1443 W DIVISION ST CHICAGO IL 60642 ELIZABETH TORRES EXECUTIVE DIRECTOR 7732784212 2026-05-13 1 1 QUINN DUGAN P02267768 6082741980 2026-05-13 2024 2025-03-06 01:10:19Z ELIZABETH TORRES 1443 W DIVISION ST CHICAGO IL 60642 4495213 0 X HTTPS://HOLYTRINITY-HS.ORG/GIVING/HMF/ X 2000 IL RECEIVE GIFTS AND BEQUESTS IN SUPPORT OF HOLY TRINITY HIGH SCHOOL OF CHICAGO, ILLINOIS. 4 4 0 4 0 0 1192577 1427871 0 0 542309 532123 0 0 1734886 1959994 3233393 1463932 0 0 0 0 0 0 0 115603 66288 3348996 1530220 -1614110 429774 5564575 5955799 398128 320173 5166447 5635626 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 1463932 1463932 0 DISBURSEMENTS TO HOLY TRINITY HIGH SCHOOL (HTHS) WERE USED FOR PLANT IMPROVEMENTS, FOR SUPPORT OF HTHS DEVELOPMENT EFFORT, AND FOR NUMEROUS SCHOLARSHIPS. 1463932 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X ELIZABETH TORRES 7732784212 1443 W DIVISION ST CHICAGO IL 60642 X JAMES VAN DYKE CSC INTERIM E.D. (THRU MAR 2025) 1.00 40.00 X X 0 0 0 ELIZABETH TORRES EXECUTIVE DIRECTOR (FROM MAR 2025) 1.00 40.00 X X 0 0 0 JOHN RAITT CHAIR 1.00 1.00 X X 0 0 0 PHIL DOETSCH DIRECTOR 1.00 1.00 X 0 0 0 KATIE SULLIVAN DIRECTOR (THRU JUNE 2025) 1.00 1.00 X 0 0 0 BRIANNE WEYMOUTH DIRECTOR 1.00 1.00 X 0 0 0 KATRINA KING SECRETARY/TREASURER (THRU JUNE 2025) 1.00 2.00 X 0 0 0 0 0 0 0 0 0 0 0 1427871 310493 1427871 137076 137076 2930266 2535219 395047 395047 395047 1959994 0 0 532123 1463932 1463932 26030 26030 21246 21246 1162 1162 17850 17850 1530220 1463932 66288 0 149735 784534 0 500000 5414840 4671265 5564575 5955799 398128 320173 398128 320173 X 31622 -505390 5134825 6141016 5166447 5635626 5564575 5955799 429774 39405 0 X X 0 1 X 1 0 X X 1 HOLY TRINITY HIGH SCHOOL 362431052 2 1 1463932 0 1 1463932 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 0 PART III, 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 2673708 298819 248578 2723949 2470634 322365 119291 2673708 2129595 463493 122454 2470634 2643167 -397906 115666 2129595 1834993 914916 106742 2643167 0.00000 1.00000 0.00000 0 0 0 DUE TO RELATED PARTY 320173 320173 PART V, LINE 4: HOLY TRINITY FUND FOR EXCELLENCE PROVIDES PERPETUAL FUNDING FOR THE SCHOOL'S STUDENTS AND SCHOLARSHIP FUNDS ANNUALLY. FIVE PERCENT OF THE INVESTMENT PORTFOLIO IS GIVEN TO THE HIGH SCHOOL FOR SCHOLARSHIPS. 1 HOLY TRINITY HIGH SCHOOL 1443 W DIVISION ST CHICAGO IL 60642 362431052 501(C)(3) 1463932 0 EDUCATIONAL SCHOLARSHIPS, CAPITAL IMPROVEMENT PROJECTS, DEVELOPMENT OR EXPANSION OF EDUCATIONAL PROGRAMS. 1 0 PART I, LINE 2: EDUCATIONAL SCHOLARSHIPS, CAPITAL IMPROVEMENT PROJECTS, DEVELOPMENT OR EXPANSION OF EDUCATIONAL PROGRAMS. X 1701 260373 SELLING PRICE X PADDLES, TICKETS 4 50120 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 3 THE RELATED ORGANIZATION, HOLY TRINITY HIGH SCHOOL, COMPENSATED BROTHER JAMES VAN DYKE, C.S.C. FOR CONSULTING WORK AS THE INTERIM PRESIDENT FOR A TOTAL OF $42,000 DURING CALENDAR YEAR 2024. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 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 OF KNOWN CONFLICTS, IF ANY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST: IN ELECTRONIC FORMAT FOR ELECTRONIC MAILING OR IN HARD COPY FORMAT IN THE ORGANIZATION'S OFFICE. 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 ST CHICAGO IL 60642 362431052 SCHOOL IL 501(C)(3) LINE 2 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0