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Le Royer Foundation FY2020 filing

Tax-deductible

Chicago, IL501(c)(3)EIN 30-0135130Revenue $2.3M in FY2020

On file with the IRS425 S Financial Place 1900, 60605-1000 · Chicago, ILTax-exempt since Mar 1946Supporting organization — 509(a)(3)

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The mission of Le Royer Foundation (LRF) is to support St. Bernard Health Network and St. Bernard Hospital, related tax-exempts, in a manner consistent with the Religious Hospitallers of St. Joseph.

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $899K a year · 38% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Liabilities
$53K
0.06% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.3M
Spent
$254K
To programs
0%
Net assets
$93.6M
By yearFY2020–FY2024
Revenue
$2.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.3M
FY2021$2.7M
FY2022$2.0M
FY2023$2.4M
FY2024$2.3M
Expenses
$254K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$254K
FY2021$243K
FY2022$6.2M
FY2023$273K
FY2024$228K
Net assets
$93.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$93.6M
FY2021$108.7M
FY2022$93.1M
FY2023$93.3M
FY2024$87.7M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $254K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
Charles Holland JR
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Tom Tennison
Vice Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Le Royer Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports St. Bernard Health Network and Hospital according to Religious Hospitallers of St. Joseph's mission.

Questions for Le Royer Foundation

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Provided by the organization

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By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.3M
Ln 12
Investment incomeLn 3$2.3M
Money outPt IX
$254K
Ln 25
Managementcol C$254K
Owns and owesPt X
$93.6M
net assets · Ln 32
Total assetsLn 16$93.6M
LiabilitiesLn 26$53K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$2.3M
Gains on assetsLn 7$201K
Total revenueLn 12$2.3M
Assets in detailPt X, end of year
InvestmentsLn 11–13$81.6M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$12.0M
Total assetsLn 16$93.6M
LiabilitiesLn 26$53K
Net assetsLn 32$93.6M
OperationsPt I, VI
EmployeesI 50
VolunteersI 69
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
InvestmentsLn 11–13$85.5M$81.6M
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$97.5M$93.6M
LiabilitiesLn 26$109K$53K
Net assetsLn 32$97.4M$93.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Investment management feesLn 11f$254K$254K
Other fees for servicesLn 11g$0$0$0$0
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$254K$0$254K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.3M$228K$2.0M$87.7M 990 PDF
FY2023 $2.4M$273K$2.1M$93.3M 990 PDF
FY2022 $2.0M$6.2M−$4.2M$93.1M 990 PDF
FY2021 $2.7M$243K$2.5M$108.7M 990 PDF
FY2020 Viewing $2.3M$254K$2.1M$93.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $2,349,372 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $2,824,303$2,349,372
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $2,824,303$2,349,372
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $453,748$254,028
I-18 Total expensesPrior year $453,748$254,028
I-19 Revenue less expensesPrior year $2,370,555$2,095,344
Part VI · Governance 9 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members9
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $2,349,372 across 4 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-3 Investment incomeExcluded from tax $2,148,866$2,148,866
VIII-7 Net gain or loss on sales of assetsExcluded from tax $200,506$200,506
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $2,349,372$2,349,372
Part IX · Statement of functional expenses $254,028 across 3 lines filed
IX-11f Investment management feesManagement $254,028$254,028
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $0 · Management $254,028 · Fundraising $0$254,028
Part X · Balance sheet $93,634,306 assets, 10 lines filed
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $85,457,841$81,634,306
X-15 Other assetsStart of year $12,027,361$12,000,000
X-16 Total assetsStart of year $97,485,202$93,634,306
X-17 Accounts payable and accrued expensesStart of year $108,954$53,133
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $108,954$53,133
X-27 Net assets without donor restrictionsStart of year $97,376,248$93,581,173
X-32 Total net assets or fund balancesStart of year $97,376,248$93,581,173
X-33 Total liabilities and net assetsStart of year $97,485,202$93,634,306
Part XI · Reconciliation of net assets $93,581,173 net assets at year end
XI-1 Total revenue$2,349,372
XI-2 Total expenses$254,028
XI-3 Revenue less expenses$2,095,344
XI-4 Net assets at start of year$97,376,248
XI-5 Net unrealized gains (losses) on investments−$2,890,419
XI-9 Other changes in net assets−$3,000,000
XI-10 Net assets at end of year$93,581,173

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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