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ANDREW FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ANDREW FAMILY FOUNDATION (EIN 36-3926511)
Tax period
2022-11-01 to 2023-10-31
Filed
2024-06-06
IRS object ID
202431589349101203
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-06T09:04:25-05:00ReturnTs
Tax Period End2023-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363926511EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Andrew Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Kim LlumiquingaInCareOfNm
Business Name ControlANDRBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line114628 John Humphrey DriveAddressLine1Txt
CityOrland ParkCityNm
State AbbreviationILStateAbbreviationCd
ZIP60462ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEdward J Andrew JrPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEdward JPersonFirstNm
Person LastAndrew JrPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,286,122FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$17,699InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17,699InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$384,744DividendsRevAndExpnssAmt
Dividends Net Invst Incm$384,744DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$204,967NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$204,967GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$204,967CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$607,410TotalRevAndExpnssAmt
Total Net Invst Incm$607,410TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$95,820OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$35,820OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$60,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$11,692TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$56,726OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$56,726OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$164,238TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,820TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$116,726TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$756,833ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$756,833ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$921,071TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,820TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$873,559TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$313,661ExcessRevenueOverExpensesAmt
Net Investment Income$571,590NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$574,609SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$261,748SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$261,748SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,440,228CorporateStockBOYAmt
Corporate Stock EOY$8,440,228CorporateStockEOYAmt
Corporate Stock EOYFMV$16,024,374CorporateStockEOYFMVAmt
Total Assets BOY$9,014,837TotalAssetsBOYAmt
Total Assets EOY$8,701,976TotalAssetsEOYAmt
Total Assets EOYFMV$16,286,122TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,014,837RetainedEarningBOYAmt
Retained Earning EOY$8,701,976RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,014,837TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,701,976TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,014,837TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,701,976TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,014,837TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$313,661ExcessRevenueOverExpensesAmt
Other Increases$800OtherIncreasesAmt
Subtotal$8,701,976SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,701,976TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$204,967GrossSalesPriceAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$204,967GainOrLossAmt
Gains Minus Excess Or Losses$204,967GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$204,967CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,945InvestmentIncomeExciseTaxAmt
Subtotal$7,945SubtotalAmt
Tax Based On Investment Income$7,945TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,900EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$45ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$7,945TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Kim LlumiquingaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114628 John Humphrey DrAddressLine1Txt
CityOrland ParkCityNm
State AbbreviationILStateAbbreviationCd
ZIP60462ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Laurel J Andrew
14628 John Humphrey DriveOrland ParkIL60462Treas, Dir1.0$0$0$0
William V Andrew
14628 John Humphrey DriveOrland ParkIL60462Dir1.0$0$0$0
Edith G Andrew
14628 John Humphrey DriveOrland ParkIL60462Dir1.0$0$0$0
Richard G Andrew
14628 John Humphrey DriveOrland ParkIL60462Dir, VP1.0$0$0$0
Edward J Andrew Jr
14628 John Humphrey DriveOrland ParkIL60462Dir, Pres1.0$0$0$0
Kim Llumiquinga
14628 John Humphrey DriveOrland ParkIL60462Assistant Sec, Assistant Treas1.0$0$0$0
Kathryn A Willett
14628 John Humphrey DriveOrland ParkIL60462Dir, Sec1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
TFO Family Office Partners Inc
5060 North 40th Street Suite 200PhoenixAZ85018invest mgmt+admn svc$95,820
Foundation Source
55 Walls Drive 3rd FlFairfieldCT06824Administrative$56,700
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,731,452AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$632,802AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,364,254TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,364,254AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$260,464CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,103,790NetVlNoncharitableAssetsAmt
Minimum Investment Return$855,190MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$855,190MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,945TaxBasedOnInvestmentIncomeAmt
Total Tax$7,945TotalTaxAmt
Distributable Before Adj$847,245DistributableBeforeAdjAmt
Recoveries Qualfied Distri$800RecoveriesQualfiedDistriAmt
Distributable Before Ded$848,045DistributableBeforeDedAmt
Distributable As Adjusted$848,045DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$873,559ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$873,559QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$848,045DistributableAsAdjustedAmt
Undistributed Income PY$867,708UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Qualifying Distributions$873,559QualifyingDistributionsAmt
Applied To Year1$867,708AppliedToYear1Amt
Applied To Current Year$5,851AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$842,194UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDITH G ANDREWContributingManagerNm
Contributing ManagerEDWARD J ANDREW JRContributingManagerNm
Contributing ManagerKATHRYN A WILLETTContributingManagerNm
Contributing ManagerLaurel J AndrewContributingManagerNm
Contributing ManagerRICHARD G ANDREWContributingManagerNm
Contributing ManagerWILLIAM V ANDREWContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
412 FOOD RESCUE INC
6140 STA STPITTSBURGHPA15206N/APCFood Rescue Hero project$100,000
ARIZONA COMMUNITY FOUNDATION
2201 E CAMELBACK RD STE 405BPHOENIXAZ85016N/APCBarklee Fund$122,700
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85281N/APCRonald E Youngberg Scholarship fund$600
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85281N/APCGammage VIP Club$3,000
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85281N/APCRonald E Youngberg Scholarship Endowment Fund$250
BETHANY CHRISTIAN SERVICES INC
901 EASTERN AVE NEGRAND RAPIDSMI49503N/APCGeneral & Unrestricted$1,000
BETHANY CHRISTIAN SERVICES INC
901 EASTERN AVE NEGRAND RAPIDSMI49503N/APCBETHANY RECOVERY CENTER-WISCONSIN$1,000
CAFE MOMENTUM
1510 PACIFIC AVEDALLASTX75201N/APCCafe Momentum Academy at the Cafe Momentum Internship fund$7,000
CAFE MOMENTUM
1510 PACIFIC AVEDALLASTX75201N/APCComputer/technology needs fund$5,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCAndrew Family Foundation Scholarship Fund$5,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCGeneral & Unrestricted$1,000
CHALLENGER CENTER FOR SPACE SCIENCE EDUCATION
750 FIRST ST NE STE 1050WASHINGTONDC20002N/APCGeneral & Unrestricted$1,000
CHICAGO ABORTION FUND
333 W N AVE STE 267CHICAGOIL60610N/APCGeneral & Unrestricted$3,400
CHICAGO FREEDOM SCHOOL
719 S STATE ST FL 4CHICAGOIL60605N/APCGeneral & Unrestricted$500
CHILDRENS MUSEUM OF THE LOWCOUNTRY
25 ANN STCHARLESTONSC29403N/APCSt. George Rosenwald School$6,500
CIRCLE URBAN MINISTRIES
118 N CENTRAL AVECHICAGOIL60644N/APCGeneral & Unrestricted$3,000
CITY FRUIT
4000 AURORA AVE N STE 123SEATTLEWA98103N/APCHarvest Program$5,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCCampus Life$4,300
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCGeneral & Unrestricted$5,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCReid Lee Webster Endowed Scholarship fund$4,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCWooster Fund$6,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCEdward J. Andrew Fellowship fund$23,300
COMMUNITY FOUNDATION OF COLLIER COUNTY
1110 PINE RIDGE RD STE 200NAPLESFL34108N/APCGlenview Scholarship Fund$1,000
COMMUNITY FUNDS INC
909 3RD AVE 22ND FLNEW YORK CITYNY10022N/APCThe Giving Collective Fund$1,500
COUNCIL ON THE ENVIRONMENT INC DBA GROWNYC
100 GOLD ST STE 3300NEW YORKNY10038N/APCGeneral & Unrestricted$500
DALLAS SYMPHONY ASSOCIATION INC Dallas Symphony
MORTON H MEYERSON SYMPHONY CENTERDALLASTX75201N/APCthe Young Strings program - to acquire an instrument for a student or to help with paying for lessons$2,000
DEVELOPING ARTISTS THEATER COMPANY INC
22 E 30TH STNEW YORKNY10016N/APCPerforming Arts Classes$2,500
DIAPER BANK OF GREATER CLEVELAND
15500 S WATERLOO RDCLEVELANDOH44110N/APCGeneral & Unrestricted$7,400
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCOur Next DISCOVERY Campaign - Early Childhood Education and literacy in toddler town$25,000
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCGeneral & Unrestricted$2,250
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCDISCOVERY STEM Educational Programs$20,000
DOLPHIN RESEARCH CENTER INC
58901 OVERSEAS HWYGRASSY KEYFL33050N/APCGeneral & Unrestricted$2,500
DOUGHMAIN FINANCIAL LITERACY FOUNDATION INCORPORAT
189 WALL ST STE BPRINCETONNJ08540N/APCGeneral & Unrestricted$250
DOUGHMAIN FINANCIAL LITERACY FOUNDATION INCORPORAT
189 WALL ST STE BPRINCETONNJ08540N/APCFitKit Youth Financial Literacy Program$600
EAST VALLEY WOMENS LEAGUE INC
PO BOX 10804TEMPEAZ85284N/APCGeneral & Unrestricted$2,500
ELITE YOUTH TOUR
2917 S HILLOCK AVECHICAGOIL60608N/APCGeneral & Unrestricted$1,500
ELITE YOUTH TOUR
2917 S HILLOCK AVECHICAGOIL60608N/APCGeneral Operating Support$20,000
ENCIRCLE FAMILY AND YOUTH RESOURCE CENTER
91 W 200 SPROVOUT84601N/APCGeneral & Unrestricted$2,000
FIRST POINT VOLLEYBALL FOUNDATION
10880 WILSHIRE BLVD STE 1101LOS ANGELESCA90024N/APCGeneral & Unrestricted$5,000
FIRST PRESBYTERIAN CHURCH OF NAPLES
250 SIXTH ST SOUTHNAPLESFL34102N/APCNarthex Renovation fund and Summer Projects Campaign$1,000
FIRST PRESBYTERIAN CHURCH OF SANTA FE
208 GRANT AVESANTA FENM87501N/APC2023 Building The Beloved Community Fund$5,300
FLORIDA KEYS CHILDRENS SHELTER INC
73 HIGH POINT RDTAVERNIERFL33070N/APCProject Lighthouse Too$1,000
FOOD RECOVERY NETWORK INC
1012 14TH ST NW STE 903WASHINGTONDC20005N/APCFRN10X project$10,000
FOOTHILLS EDUCATIONAL FOUNDATION
4515 E MUIRWOOD DRPHOENIXAZ85048N/APCGeneral & Unrestricted$600
FOUNDATION FOR AN INDEPENDENT TOMORROW
1931 STELLA LAKE STLAS VEGASNV89106N/APCGeneral & Unrestricted$1,000
FRANKLIN W OLIN COLLEGE OF ENGINEERING INC
1000 OLIN WAYNEEDHAMMA02492N/APCthe Olin Baja Organization fund$1,000
FRIENDS OF SUDER ELEMENTARY SCHOOL
2022 W WASHINGTON BLVDCHICAGOIL60612N/APCGeneral & Unrestricted$500
GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVAD
401 S MARYLAND PKWYLAS VEGASNV89101N/APCGeneral & Unrestricted$500
GENEVA LAKE ASSOCIATION INC
PO BOX 412LAKE GENEVAWI53147N/APCGeneral & Unrestricted$500
GENEVA LAKE WATER SAFETY COMM INC
PO BOX 548WILLIAMS BAYWI53191N/APCGeneral & Unrestricted$1,250
GIRLFORWARD
6263 N CLARK STCHICAGOIL60660N/APCGeneral & Unrestricted$500
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLCHICAGOIL60632N/APCGeneral & Unrestricted$2,500
GUADALUPE CENTER INC
2640 GOLDEN GATE PKWY STE 205NAPLESFL34105N/APCInvesting in Early Childhood Educators and Staff through salaries and professional development$5,000
HABITAT FOR HUMANITY CHICAGO
1100 W CERMAK RD STE 404CHICAGOIL60608N/APCWomen Build - Team Raise the Roof$4,000
HABITAT FOR HUMANITY CHICAGO
1100 W CERMAK RD STE 404CHICAGOIL60608N/APCCharitable Event$2,500
HABITAT FOR HUMANITY CHICAGO
1100 W CERMAK RD STE 404CHICAGOIL60608N/APCCharitable Event$5,000
HABITAT FOR HUMANITY CHICAGO
1100 W CERMAK RD STE 404CHICAGOIL60608N/APCCharitable Event$2,500
HAWAII COMMUNITY FOUNDATION
827 FORT ST MALLHONOLULUHI96813N/APCMaui Strong Fund$7,250
HAWAII COMMUNITY FOUNDATION
827 FORT ST MALLHONOLULUHI96813N/APCGeneral & Unrestricted$1,000
HOPE FOR PRISONERS OM INC
333 N RANCHO LANE 2ND FLLAS VEGASNV89106N/APCGeneral & Unrestricted$1,500
HUNGER NETWORK OF GREATER CLEVELAND
4415 EUCLID AVE STE 110CLEVELANDOH44103N/APCGeneral & Unrestricted$10,000
HUNTINGTONS DISEASE SOCIETY OF AMERICA INC
505 8TH AVE RM 1402NEW YORKNY10018N/APCGeneral & Unrestricted$600
R S Mammarappallil
ILLINOIS INSTITUTE OF TECHNOLOGYCHICAGOIL60616noneIscholarship grant$5,0003424 SOUTH STATE ST TC-4TH EL
IMMOKALEE FAIR HOUSING ALLIANCE
208 BOSTON AVEIMMOKALEEFL34142N/APCSafe and Affordable Rental Housing for Low-Income immokalee residents$50,000
INTERMOUNTAIN THERAPY ANIMALS
PO BOX 17201SALT LAKE CITYUT84117N/APCGeneral & Unrestricted$1,000
INTONATION MUSIC WORKSHOP
4434 S LAKE PARK AVE STE 110CHICAGOIL60653N/APCGeneral & Unrestricted$2,300
JACOBS HOPE INC
1150 N COUNTRY CLUB DR STE 12MESAAZ85201N/APCGeneral & Unrestricted$500
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/APCCharitable Event$2,000
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/APCCharitable Event$2,000
KIDS NEED TO READ
2450 W BROADWAY RD STE 110MESAAZ85202N/APCGeneral & Unrestricted$250
KITCHEN ON THE STREET INC
17423 N LINDGREN AVESUN CITYAZ85373N/APCGeneral & Unrestricted$600
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCGeneral & Unrestricted$3,000
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCKnox Fund$5,000
LAS VEGAS PHILHARMONIC
10161 PARK RUN DR STE 150LAS VEGASNV89145N/APCGeneral & Unrestricted$1,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCGeneral & Unrestricted$3,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCDeferred Maintenance Fund$2,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCLawrence Fund$4,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCMark Burstein Professorship fund in Global and Public Health$2,000
MANHATTAN THEATRE CLUB INC
311 WEST 43RD ST 8TH FLNEW YORKNY10036N/APCWrite on the Edge (WrOTE) Program$10,500
MEADOWS SCHOOL
8601 SCHOLAR LNLAS VEGASNV89128N/APCGeneral & Unrestricted$2,000
MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
PO BOX 5030HAGERSTOWNMD21741N/APCGeneral & Unrestricted$500
MIDWEST ACCESS COALITION
PO BOX 408363CHICAGOIL60640N/APCGeneral & Unrestricted$500
MILL CITY GROWS INC
650 SUFFOLK ST STE G10LOWELLMA01854N/APCYouth Food Justice Program in Lowell, MA$5,000
NATIONAL NETWORK OF ABORTION FUNDS
9450 SW GEMINI DR PMB 16009BEAVERTONOR97008N/APCGeneral & Unrestricted$1,150
NEIGHBORHOOD HEALTH CLINIC INC
88 12TH ST N UNIT 100NAPLESFL34102N/APCGeneral & Unrestricted$1,000
NEW MOMS INC
5317 W CHICAGO AVECHICAGOIL60651N/APCGeneral & Unrestricted$1,000
P V Patel
NORTHWESTERN UNIVERSITYEVANSTONIL60208noneIScholarship Grant$3,3331801 HINMAN AVE
OCEAN CONSERVANCY INC
1300 19TH ST NW 8TH FLOORWASHINGTONDC20036N/APCGeneral & Unrestricted$250
OLYMPIA SYMPHONY ORCHESTRA
3400 CAPITOL BLVD SE STE 203TUMWATERWA98501N/APCGeneral & Unrestricted$500
P E O FOUNDATION
3700 GRAND AVEDES MOINESIA50312N/APCGeneral & Unrestricted$1,000
PALESTINE CHILDRENS RELIEF FUND
360 E 2ND ST STE 710LOS ANGELESCA90012N/APCGeneral & Unrestricted$500
PLAY SMART LITERACY INC
3135 W 95TH STEVERGREEN PARKIL60805N/APCMath Talk Tool$2,500
POMONA COLLEGE
150 E 8TH STCLAREMONTCA91711N/APCGeneral & Unrestricted$5,000
PRESBYTERIAN CHURCH USA A CORP
100 WITHERSPOON STLOUISVILLEKY40202N/APCPreserving the Past, Empowering the Future$5,000
PRESBYTERIAN CHURCH USA A CORP
100 WITHERSPOON STLOUISVILLEKY40202N/APCthe Presbyterian Publishing Corporation - a new story campaign$2,000
PRESBYTERIAN CHURCH USA A CORP
100 WITHERSPOON STLOUISVILLEKY40202N/APCHawaii Wildfires Disaster Relief fund-PDA Support$10,000
A Vainikos
PRESIDENT AND FELLOWS OF HARVARD COBOSTONMA02241noneIscholarship grant$3,750PO BOX 419209
PROJECT 150
3600 N RANCHO DRLAS VEGASNV89130N/APCGeneral & Unrestricted$500
READING QUEST
369 MONTEZUMA AVE PMB 652SANTA FENM87501N/APCReading is Magic Summer Camp$2,000
ROCKY MOUNTAIN PLANNED PARENTHOOD INC - NEW MEXICO
719 SAN MATEO BLVD NEALBUQUERQUENM87108N/APCNew Mexico Health Center$4,000
RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND
1 AIRMAIL RD TRIPP AVE AT AIRMAILHINESIL60141N/APCHouse in the Woods - Ronald McDonald House at Advocate children's hospital$1,000
SANTA FE CONCERT ASSOCIATION
300 PASEO DE PERALTASANTA FENM87501N/APCGeneral & Unrestricted$1,000
SANTA FE DESERT CHORALE
311 E PALACE AVESANTA FENM87501N/APCGeneral & Unrestricted$1,000
SANTA FE DESERT CHORALE
311 E PALACE AVESANTA FENM87501N/APCStreaming Fund 2024$5,000
SCALAWAGS
30290 BERLIN RDLEBANONOR97355N/APCGeneral & Unrestricted$600
SOCIETY FOR PRESERVATION & ENCRGMNT OF BARBERSHOP
11040 CULGOA STLAS VEGASNV89179N/APCGeneral & Unrestricted$1,000
SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/APCAthletic Department bowling programs$10,000
SPECIAL OLYMPICS ILLINOIS
605 E WILLOW STNORMALIL61761N/APCCharitable Event$500
ST BALDRICKS FOUNDATION INC
1333 S MAYFLOWER AVE STE 400MONROVIACA91016N/APCcharitable event$650
ST JOSEPH SOCIAL SERVICE CENTER
812 REBECCA PLELIZABETHNJ07201N/APCSoup kitchen program$1,000
ST JOSEPH SOCIAL SERVICE CENTER
812 REBECCA PLELIZABETHNJ07201N/APCThe Soup Kitchen$5,000
A Yu
ST LOUIS UNIVERSITYSAINT LOUISMO63103noneIscholarship grant$5,0003545 LINDELL BLVD
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306N/APCGeneral & Unrestricted$600
SUBURBAN PRIMARY HEALTH CARE COUNCIL
2225 ENTERPRISE DR STE 2507WESTCHESTERIL60154N/APCGeneral & Unrestricted$1,000
TAHOE FUND
PO BOX 7124TAHOE CITYCA96145N/APCGeneral & Unrestricted$2,500
TAHOE RIM TRAIL ASSOCIATION
PO BOX 3267STATELINENV89449N/APCGeneral & Unrestricted$500
TFK CHICAGO VOYAGERS
534 PRATT AVE NSCHAUMBURGIL60193N/APCVoyage Program$4,850
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCGeneral & Unrestricted$1,000
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCVisiting Scholars Suite in the new dormitory$50,000
THE EVERGLADES FOUNDATION INC
18001 OLD CUTLER RD STE 625PALMETTO BAYFL33157N/APCGeneral & Unrestricted$300
THE INN BETWEEN
1216 E 1300 SSALT LAKE CTYUT84105N/APCGeneral & Unrestricted$1,400
THE RONALD MCDONALD HOUSE OF WESTERN MICHIGAN INC
1323 CEDAR ST NEGRAND RAPIDSMI49503N/APCMore Rooms, More Love, specifically for the Kitchen expansion/needs fund$25,000
TREADHEAD CYCLING INC
409 CIR DRLAKE GENEVAWI53147N/APCThe NICA Team 2023$2,500
TRINITY CHRISTIAN COLLEGE ASSOCIATION
6601 W COLLEGE DRPALOS HEIGHTSIL60463N/APCAlumni Legacy Campaign$1,000
S Naji
UNIVERSITY OF ILLINOISCHAMPAIGNIL61820noneIScholarship Grant$2,500620 EAST JOHN ST
UNIVERSITY OF MIAMI
4600 RICKENBACKER CAUSEWAYMIAMIFL33149N/APCGeneral & Unrestricted$1,000
VALLEY YOUTH THEATRE
807 NORTH 3RD STPHOENIXAZ85004N/APCLiteracy and the Arts$5,000
VALLEY YOUTH THEATRE
807 NORTH 3RD STPHOENIXAZ85004N/APCGeneral & Unrestricted$7,500
WAKE FOREST UNIVERSITY
PO BOX 7201WINSTON SALEMNC27109N/APCThe Wake Forest Fund$500
WASHINGTON & JANE SMITH COMMUNITY- ORLAND PARK
10501 EMILIE LNORLAND PARKIL60467N/APCGeneral & Unrestricted$1,000
WEST MICHIGAN MIRACLE LEAGUE
909 FOKAL DR SWGRAND RAPIDSMI49534N/APCGeneral & Unrestricted$250
WESTERN FOLKLIFE CENTER
501 RAILROAD STELKONV89801N/APCGeneral & Unrestricted$400
WOODSON CENTER
1625 K ST NW SUITE 410WASHINGTONDC20006N/APCGeneral & Unrestricted$600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$756,833TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,699ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$384,744ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$204,967ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$607,410ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$607,410TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQ P$1,577,826$1,819,354
DFA INTERNATIONAL CORE EQUITY$1,418,279$2,967,598
DFA INTERNATIONAL VECTOR EQUIT$634,937$863,297
DFA INVT US CORE EQ 2$1,416,972$7,333,168
VANGUARD REAL EST INDX ADMIRAL$299,812$336,992
VANGUARD REAL EST INDX FD$49,896$172,529
VANGUARD TOTAL BOND MARKET IND$3,042,506$2,531,436

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$56,700$56,700
State or Local Filing Fees$26$26

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$800Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$35,820$35,820
ADMINISTRATIVE SRVCS$60,000$60,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$7,900
990-PF Excise Tax for 2022$3,792