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Object ID: 202143209349300009 - Rendered 2024-10-24
TIN: 36-3297360
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
ADVOCATE CHARITABLE FOUNDATION
Employer identification number
36-3297360
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
ADVOCATE NORTH SIDE HEALTH NETWORK
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-3196629
HEALTH CARE
IL
501(C)(3)
LINE 3
AHHC
No
(2)
ADVOCATE HEALTH & HOSPITALS CORPORATION
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-2169147
HEALTH CARE
IL
501(C)(3)
LINE 3
AHCN
No
(3)
EHS HOME HEALTH CARE SERVICE INC
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-2913108
HOME CARE
IL
501(C)(3)
LINE 10
AHHC
No
(4)
MERIDIAN HOSPICE
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-3158667
HOSPICE CARE
IL
501(C)(3)
LINE 10
EHSHHCS
No
(5)
HISPANOCARE INC
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-3606486
HEALTH CARE
IL
501(C)(3)
LINE 10
ANSHN
No
(6)
ADVOCATE SHERMAN HOSPITAL
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-2167920
HEALTH CARE
IL
501(C)(3)
LINE 3
AHCN
No
(7)
SHERMAN WEST COURT
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-3725580
NURSING CARE
IL
501(C)(3)
LINE 10
ASH
No
(8)
RAVENSWOOD HEALTHCARE FOUNDATION
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-3196628
FUNDRAISING
IL
501(C)(3)
LINE 12B, II
N/A
No
(9)
MASONIC FAMILY HEALTH FOUNDATION
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-4397387
FUNDRAISING
IL
501(C)(3)
LINE 12A, I
MFHS
No
(10)
ADVOCATE CONDELL MEDICAL CENTER
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
26-2525968
HEALTH CARE
IL
501(C)(3)
LINE 3
AHHC
No
(11)
ADVOCATE HEALTH CARE NETWORK
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-2167779
PARENT CORP
IL
501(C)(3)
LINE 12C, III-FI
N/A
No
(12)
ADVOCATE AURORA HEALTH INC
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
82-4184596
SUPPORT ORG
DE
501(C)(3)
LINE 12C, III-FI
N/A
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
DREYER MERCY AMBULATORY SURGERY CENTER
2357 SEQUOIA DRIVE
AURORA
,
IL
60506
36-3890298
MEDICAL SERVICES
IL
N/A
No
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
EVANGELICAL SERVICES CORPORATION
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-3208101
MGMT SERVICES
IL
N/A
C
No
(2)
ADVOCATE INSURANCE SPC
878 WEST BAY ROAD PO BOX 1159
GRAND CAYMAN
KY1-1102
CJ
98-0422925
INSURANCE
CJ
N/A
C
No
(3)
ADVOCATE HOME CARE PRODUCTS
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-3315416
HEALTH SERVICES
IL
N/A
C
No
(4)
HIGH TECHNOLOGY INC
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-3368224
MEDICAL SERVICES
IL
N/A
C
No
(5)
PARKSIDE CENTER CONDO ASSOCIATION
1775 WEST DEMPSTER ST
PARK RIDGE
,
IL
60068
36-3452486
PROPERTY MGMT
IL
N/A
C
No
(6)
DREYER CLINIC INC
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-2690329
MEDICAL SERVICES
IL
N/A
C
No
(7)
BROMENN PHYSICIAN MANAGEMENT CORPORATION
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
37-1313150
MEDICAL SERVICES
IL
N/A
C
No
(8)
THE DELPHI GROUP IV INC
1425 N RANDALL ROAD
ELGIN
,
IL
60123
36-4047279
HEALTH COST MGMT
IL
N/A
C
No
(9)
SHERMAN VENTURES INC
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
36-4292309
HOLDING COMPANY
IL
N/A
C
No
(10)
ADVOCATE HPN NFP
3075 HIGHLAND PARKWAY STE 600
DOWNERS GROVE
,
IL
60515
81-0893878
HEALTH IMPRV MGMT
IL
N/A
C
No
(11)
ADVOCATE HEALTH PARTNERS
1701 WEST GOLF ROAD
ROLLING MEADOWS
,
IL
60008
36-4032117
HEALTH CARE MGMT
IL
N/A
C
No
(12)
ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE
1701 WEST GOLF ROAD
ROLLING MEADOWS
,
IL
60008
45-5498384
HEALTH CARE MGMT
IL
N/A
C
No
(13)
ADVOCATE PHYSICIAN PARTNERS RISK PURCH
1701 WEST GOLF ROAD
ROLLING MEADOWS
,
IL
60008
38-3914173
GROUP MALPRACTICE
IL
N/A
C
No
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
No
p
Reimbursement paid to related organization(s) for expenses
............................
1p
No
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
ADVOCATE NORTH SIDE HEALTH NETWORK
B
1,048,723
COST
(2)
ADVOCATE CONDELL MEDICAL CENTER
B
708,783
COST
(3)
ADVOCATE HEALTH & HOSPITALS CORP
B
18,256,501
COST
(4)
ADVOCATE SHERMAN HOSPITAL
B
314,833
COST
(5)
ADVOCATE HEALTH CARE NETWORK
C
9,500,000
COST
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2020
Additional Data
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Software Version: