Michael Reese Health Trust

About

THIS RETURN WAS ORIGINALLY PAPER-FILED, POSTMARKED MAY 5, 2023 AND RECEIVED BY THE IRS ON JUNE 9, 2023. A COPY OF THE CERTIFIED MAIL RECEIPT IS AVAILABLE IF NEEDED. WE WERE NOT AWARE THAT THE FILING HAD NOT BEEN ACCEPTED UNTIL WE RECEIVED A NOTICE DATED NOVEMBER 17, 2023. PER THAT NOTICE, WE SHOULD HAVE E-FILED THE RETURN FOR THE YEAR ENDED JUNE 30, 2022. HOWEVER, BECAUSE THE ORGANIZATION WAS IN THE FIVE-YEAR PERIOD TO CHANGE ITS STATUS FROM A PRIVATE FOUNDATION TO A PUBLIC CHARITY, THE INSTRUCTIONS FOR THE FORM 990-PF REQUIRED THAT WE ATTACH THE FORM 872-B EXTENDING THE STATUTE OF LIMITATIONS FOR ASSESSING ANY TAX THAT MIGHT BE DUE. THAT INSTRUCTION CAN BE FOUND ON PAGE 13 OF THE 2021 FORM 990-PF INSTRUCTIONS, ITEM V. WE WERE UNABLE TO ATTACH THE FORM VIA .PDF IN OUR SOFTWARE SO WE PAPER FILED THE RETURN.UPON RECEIVING THE NOTICE IN NOVEMBER 2023, WE CONTINTUED CALLING THE SERVICE TO DETERMINE HOW TO FIX THE SITUATION AS WE HAD THE SAME SITUATION, FOR THE SAME REASON, WITH THE 990-PF FILED FOR THE YEAR ENDED JUNE 30. 2021. PLEASE NOTE THAT WE WERE NOT NOTIFIED THAT THERE WAS AN ISSUE WITH THE JUNE 30, 2021 RETURN UNTIL JUNE OF 2023, AFTER THE MAY 15, 2023 DEADLINE FOR FILNG THE JUNE 30, 2022 RETURN. NUMEROUS TIMES, WE RECEIVED EITHER THE VOICEMAIL TELLING US TO CALL BACK AT A LATER TIME BECAUSE ALL THE PHONES WERE BUSY OR WE WERE ABLE TO USE THE AUTOMATED SYSTEM TO BE PLACED ON HOLD ONLY TO WAIT FOR UP TO AN HOUR AND HAVE THE LINE HANG UP WITH NO ONE ANSWERING. ON SIX DIFFERENT OCCASIONS, WE REACHED AGENTS TO WHOM WE EXPLAINED THE SITUATION. IN EACH CASE THEY RESPONDED THAT THEY COULD NOT HELP US AND WE NEEDED TO SPEAK TO SOMEONE IN TAX LEGAL. OUR CALL WAS FORWARDED, WE WAITED ON HOLD AND THE LINE HUNG UP WITH NO ONE ANSWERING. FINALLY, ON JANUARY 24, 2024, MISS TAYLOR(#1000270691) TOLD US THE ATTACHMENT REFERENCED IN THE INSTRUCTIONS WAS NOT NEEDED AND THE RETURN SHOULD BE FILED ELECTRONICALLY. WE REACHED OUT TO BOTH THE IRS E-HELP DESK AND OUR SOFTWARE PROVIDER FOR ASSISTANCE IN MAKING THIS HAPPEN. THE PENALTY FOR LATE FILING SHOULD NOT APPLY TO THIS FILING. WE TAKE THE IRS FILING REQUIREMENTS VERY SERIOUSLY AND UNDERSTAND THE EFILE MANDATE. THE ONLY REASON THE RETURN WAS PAPER FILED WAS BECAUSE THE INSTRUCTIONS REQUIRED AN ATTACHMENT WE COULD NOT ATTACH IN OUR SOFTWARE. FUTURE FORMS 990 WILL BE FILED ELECTRONICALLY.

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Grant Size Distribution

Based on 260 grants on record

Geographic Distribution

Grants Awarded (260 total)

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