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ANDREW FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ANDREW FAMILY FOUNDATION (EIN 36-3926511)
Tax period
2020-11-01 to 2021-10-31
Filed
2022-06-07
IRS object ID
202201589349100415
Schema version
2020v4.1
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)
Return2022-06-07T12:42:17-05:00ReturnTs
Tax Period End2021-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-11-01TaxPeriodBeginDt

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
Phone6024662611PhoneNum

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
Phone6024662611PhoneNum
Signature2022-05-10SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,157,668FMVAssetsEOYAmt
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$936InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$936InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$328,742DividendsRevAndExpnssAmt
Dividends Net Invst Incm$328,742DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,438NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,438GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,438CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$39,673OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,418OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$373,789TotalRevAndExpnssAmt
Total Net Invst Incm$347,534TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$99,677OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$39,677OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$60,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,700TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$63,856OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$63,856OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$166,233TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39,677TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$123,856TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$599,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$599,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$766,083TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39,677TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$723,706TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$392,294ExcessRevenueOverExpensesAmt
Net Investment Income$307,857NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$559,490SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$167,496SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$167,496SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,341,741CorporateStockBOYAmt
Corporate Stock EOY$8,341,741CorporateStockEOYAmt
Corporate Stock EOYFMV$19,990,172CorporateStockEOYFMVAmt
Total Assets BOY$8,901,231TotalAssetsBOYAmt
Total Assets EOY$8,509,237TotalAssetsEOYAmt
Total Assets EOYFMV$20,157,668TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$8,901,231RetainedEarningBOYAmt
Retained Earning EOY$8,509,237RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,901,231TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,509,237TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,901,231TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,509,237TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,901,231TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$392,294ExcessRevenueOverExpensesAmt
Other Increases$300OtherIncreasesAmt
Subtotal$8,509,237SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,509,237TotNetAstOrFundBalancesEOYAmt

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$4,438GrossSalesPriceAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$4,438GainOrLossAmt
Gains Minus Excess Or Losses$4,438GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,438CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,279InvestmentIncomeExciseTaxAmt
Subtotal$4,279SubtotalAmt
Tax Based On Investment Income$4,279TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$5,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,221OverpaymentAmt
Applied To ES Tax$1,221AppliedToESTaxAmt

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 FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Kim LlumiquingaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6024662611PhoneNum

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
Foundation Source
55 Walls Drive 3rd FlFairfieldCT06824Administrative$63,830
TFO Phoenix Inc
5060 North 40th Street Suite 200PhoenixAZ85018invest mgmt+admn svc$99,677
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$18,753,652AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$385,493AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,139,145TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,139,145AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$287,087CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,852,058NetVlNoncharitableAssetsAmt
Minimum Investment Return$942,603MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$942,603MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,279TaxBasedOnInvestmentIncomeAmt
Total Tax$4,279TotalTaxAmt
Distributable Before Adj$938,324DistributableBeforeAdjAmt
Recoveries Qualfied Distri$300RecoveriesQualfiedDistriAmt
Distributable Before Ded$938,624DistributableBeforeDedAmt
Distributable As Adjusted$938,624DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$723,706ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$723,706QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$723,706AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$938,624DistributableAsAdjustedAmt
Undistributed Income PY$684,465UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$723,706QualifyingDistributionsAmt
Applied To Year1$684,465AppliedToYear1Amt
Applied To Current Year$39,241AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$899,383UndistributedIncomeCYAmt
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 (145 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVOCATE CHARITABLE FOUNDATION
3075 HIGHLAND PKWY FL 6DOWNERS GROVEIL60515N/APCDiversity, Equity & Inclusion for Senior Medical Student Visiting Scholarship fund at Advocate children's hospital$15,000
ARIZONA COMMUNITY FOUNDATION
2201 E CAMELBACK RD STE 405BPHOENIXAZ85016N/APCBlack Philanthropy Initiative Collaborative Fund$2,500
ARIZONA COMMUNITY FOUNDATION
2201 E CAMELBACK RD STE 405BPHOENIXAZ85016N/APCBlack Philanthropy Initiative$500
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85280N/APCGammage VIP Club$3,000
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85280N/APCNew American Council on Arts & Design at ASU$25,000
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85280N/APCRonald E. Youngberg Scholarship Fund for the speech-language pathology master's program$750
ARTOWN
528 W 1ST STRENONV89503N/APCGeneral & Unrestricted$500
ARTS ON THE HORIZON INC
PO BOX 26093ALEXANDRIAVA22313N/APCAOTH's Productions (January - July 2021) fund$4,500
ASSISTANCE LEAGUE OF LAS VEGAS
6446 W CHARLESTON BLVDLAS VEGASNV89146N/APCGeneral & Unrestricted$400
AURORA CHRISTIAN HEALTHCARE
PO BOX 2227AURORAIL60507N/APCGeneral & Unrestricted$1,000
AUSTIN PRESBYTERIAN THEOLOGIAL SEMINARY
1OO EAST 27TH STAUSTINTX78705N/APCWilliam Fogleman Scholarship Fund$2,500
CAFE MOMENTUM
1510 PACIFIC AVEDALLASTX75201N/APCthe Caf Momentum Internship Program through covid-19$11,000
CALVIN COLLEGE
3201 BURTON ST SEGRAND RAPIDSMI49546N/APCGeneral & Unrestricted$2,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCAndrew Family Foundation Scholarship fund$2,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCMSASS and the college of arts and sciences$1,000
CHICAGO AREA MOUNTAIN BIKERS INC
336 PATRICIA LNBARTLETTIL60103N/APCGeneral & Unrestricted$1,000
CHICAGO FREEDOM SCHOOL
719 S STATE ST FL 4CHICAGOIL60605N/APCGeneral & Unrestricted$500
CHICAGO SKY CARES
2301 S LAKE SHORE DRCHICAGOIL60616N/APCCharitable Event$500
CITY FRUIT
4000 AURORA AVE N STE 123SEATTLEWA98103N/APCGeneral & Unrestricted$1,250
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCAnnual Fund$5,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCEdward J. Andrew Fellowship fund$22,900
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCThe Lowry Center Building Renovation Campaign$5,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCGeneral & Unrestricted$12,300
COMMUNITY FUNDS INC
909 3RD AVE 22ND FLNEW YORK CITYNY10022N/APCThe Giving Collective Fund$1,500
CRISIS CENTER FOR SOUTH SUBURBIA
7700 TIMBER DRTINLEY PARKIL60477N/APCGeneral & Unrestricted$1,000
DANCE INSTITUTE OF WASHINGTON INC
3400 14TH ST NWWASHINGTONDC20010N/APCGeneral & Unrestricted$1,000
DEPAUL UNIVERSITY
1 E JACKSON BLVDCHICAGOIL60604N/APCGeneral & Unrestricted$500
DEVELOPING ARTISTS THEATER COMPANY INC
12 5TH AVE APT 52NEW YORKNY10011N/APCPerforming Arts Classes fund$2,750
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCGeneral & Unrestricted$1,000
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCDISCOVERY Science Programing fund$20,000
ELITE YOUTH TOUR
2917 S HILLOCK AVECHICAGOIL60608N/APCGeneral & Unrestricted$3,900
ENCIRCLE FAMILY AND YOUTH RESOURCE CENTER
91 W 200 SPROVOUT84601N/APCGeneral & Unrestricted$900
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGeneral & Unrestricted$2,500
FARM AID INC
501 CAMBRIDGE ST STE 3CAMBRIDGEMA02141N/APCGeneral & Unrestricted$1,000
FIRST POINT VOLLEYBALL FOUNDATION
10880 WILSHIRE BLVD STE 1101LOS ANGELESCA90024N/APCGeneral & Unrestricted$5,000
FIRST POINT VOLLEYBALL FOUNDATION
10880 WILSHIRE BLVD STE 1101LOS ANGELESCA90024N/APCSIAC Conference Diversity Grant$33,333
FIRST PRESBYTERIAN CHURCH OF NAPLES
250 SIXTH ST SOUTHNAPLESFL34102N/APCGeneral & Unrestricted$4,400
FOOD RECOVERY NETWORK INC
1100 H ST NW STE 520WASHINGTONDC20005N/APCFood Recovery Verified program$7,500
FOOTHILLS EDUCATIONAL FOUNDATION
4515 E MUIRWOOD DRPHOENIXAZ85048N/APCGeneral & Unrestricted$750
FOUNDATION FOR AN INDEPENDENT TOMORROW
1931 STELLA LAKE STLAS VEGASNV89106N/APCGeneral & Unrestricted$2,000
FUN TIME EARLY CHILDHOOD ACADEMY INC
102 12TH ST NNAPLESFL34102N/APCGeneral & Unrestricted$500
GENEVA LAKE CONSERVANCY INC
PO BOX 588FONTANAWI53125N/APCGeneral & Unrestricted$1,000
GENEVA LAKE ENVIRONMENTAL AGENCY
PO BOX 914WILLIAMS BAYWI53191N/AGOVGeneral & Unrestricted$500
GENEVA LAKE WATER SAFETY COMM INC
PO BOX 548WILLIAMS BAYWI53191N/APCGeneral & Unrestricted$2,500
C Aurelio
GEORGIA INSTITUTE OF TECHNOLOGYATLANTAGA30332noneIScholarship grant$7,000225 NORTH AVE NW
K L Feeney
GEORGIA INSTITUTE OF TECHNOLOGYATLANTAGA30332noneIScholarship Grant$3,750225 NORTH AVE NW
GEORGIA OKEEFFE MUSEUM
217 JOHNSON STSANTA FENM87501N/APCThe O'Keeffe Reimagined Project$20,000
GIRLFORWARD
PO BOX 607516CHICAGOIL60660N/APCGeneral & Unrestricted$500
GREATER CLEVELAND FOOD BANK INC
15500 S WATERLOO RDCLEVELANDOH44110N/APCGeneral & Unrestricted$3,500
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCGeneral & Unrestricted$500
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCto purchase new equipment for the boys volleyball program$1,000
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$5,500
HABITAT FOR HUMANITY CHICAGO
1100 W CERMAK RD STE 404CHICAGOIL60608N/APCGeneral & Unrestricted$500
HABITAT FOR HUMANITY CHICAGO
1100 W CERMAK RD STE 404CHICAGOIL60608N/APCCharitable Event$2,500
HINSDALE HUMANE SOCIETY
21 SALT CREEK LNHINSDALEIL60521N/APCGeneral & Unrestricted$1,000
HOPE COLLEGE
PO BOX 9000HOLLANDMI49422N/APCCharitable Event$1,000
HUNTINGTONS DISEASE SOCIETY OF AMERICA INC
505 8TH AVE RM 902NEW YORKNY10018N/APCGeneral & Unrestricted$1,000
V Belotti
ILLINOIS INSTITUTE OF TECHNOLOGYCHICAGOIL60616noneIscholarship grant$7,5003424 SOUTH STATE ST TC-4 FL
P Siglowy
ILLINOIS INSTITUTE OF TECHNOLOGYCHICAGOIL60616noneIscholarship grant$2,5003424 SOUTH STATE ST TC-4 FL
INTONATION MUSIC WORKSHOP
4434 S LAKE PARK AVE STE 110CHICAGOIL60653N/APCGeneral & Unrestricted$2,500
JACOBS HOPE INC
1150 N COUNTRY CLUB DRMESAAZ85201N/APCGeneral & Unrestricted$1,000
JANE CALIENDO MEMORIAL FOUNDATION
PO BOX 1091ORLAND HILLSIL60462N/APCGeneral & Unrestricted$1,000
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/APCthe Men's Volleyball Program$1,000
KITCHEN ON THE STREET INC
2650 E MOHAWK BLDG 3PHOENIXAZ85050N/APCGeneral & Unrestricted$250
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCGeneral & Unrestricted$3,000
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCKnox Fund$5,000
LAKE TAHOE CONSERVATION FUND
PO BOX 7124TAHOE CITYCA96145N/APCUpper Tyrolian Trail Project$500
LAWNDALE CHRISTIAN LEGAL CENTER
1530 S HAMLIN AVECHICAGOIL60623N/APCCommunity-Based, Holistic Legal Defense Services fund$2,500
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCGeneral & Unrestricted$3,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCAnnual Giving Fund$3,250
LEGAL AID CENTER OF SOUTHERN NEVADA INC
725 E CHARLESTON BLVDLAS VEGASNV89104N/APCGeneral & Unrestricted$500
LIFE ACTION MINISTRIES
PO BOX 31BUCHANANMI49107N/APCGeneral & Unrestricted$700
MALOUF FOUNDATION
1525 W 2960 SLOGANUT84321N/APCGeneral & Unrestricted$500
MEADOWS SCHOOL
8601 SCHOLAR LNLAS VEGASNV89128N/APCAnnual Fund$1,000
MEADOWS SCHOOL
8601 SCHOLAR LNLAS VEGASNV89128N/APCGeneral & Unrestricted$500
MIDWEST ACCESS COALITION
PO BOX 408363CHICAGOIL60640N/APCGeneral & Unrestricted$500
MOUNTAIN ROOTS FOOD PROJECT
PO BOX 323GUNNISONCO81230N/APCGeneral & Unrestricted$750
MUSICAL ARTS INSTITUTE
9244 S LAFAYETTE AVECHICAGOIL60620N/APCGeneral & Unrestricted$500
NAPLES HISTORICAL SOCIETY INC
PO BOX 201NAPLESFL34106N/APCGeneral & Unrestricted$500
NATIONAL BOWLING HALL OF FAME AND MUSEUM INC
621 SIX FLAGS DRARLINGTONTX76011N/APCFrame 4 Frame program$500
NATIONAL CORVETTE MUSEUM FOUNDATION INC
350 CORVETTE DRBOWLING GREENKY42101N/APCGeneral & Unrestricted$500
NATIONAL INDIGENOUS WOMENS RESOURCE CENTER
PO BOX 99LAME DEERMT59043N/APCGeneral & Unrestricted$5,000
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCCharitable Event$1,000
NEIGHBORHOOD HEALTH CLINIC INC
88 12TH ST N UNIT 100NAPLESFL34102N/APCGeneral & Unrestricted$1,000
NEW MOMS INC
5317 W CHICAGO AVECHICAGOIL60651N/APCGeneral & Unrestricted$5,000
NORTH LAWNDALE EMPLOYMENT NETWORK
906 S HOMAN AVE 7TH FLOORCHICAGOIL60624N/APCSweet Beginnings program$10,000
P V Patel
NORTHWESTERN UNIVERSITYEVANSTONIL60208noneIScholarship Grant$5,0001801 HINMAN AVE
P V Patel
NORTHWESTERN UNIVERSITYEVANSTONIL60208noneIScholarship Grant$1,6671801 HINMAN AVE
OCEAN CLEANUP NORTH PACIFIC FOUNDATION
DEPT LA 24875PASADENACA91185N/APCGeneral & Unrestricted$1,500
P E O FOUNDATION
3700 GRAND AVEDES MOINESIA50312N/APCthe Cottey College PEO Educational Project$1,000
P E O FOUNDATION
3700 GRAND AVEDES MOINESIA50312N/APCthe Cottey College PEO Educational Project$1,000
PLANNED PARENTHOOD GREATER MEMPHIS REGION INC
2430 POPLAR AVEMEMPHISTN38112N/APCGeneral & Unrestricted$2,000
POMONA COLLEGE
150 E 8TH STCLAREMONTCA91711N/APCGeneral & Unrestricted$4,000
A Vainikos
PRESIDENT AND FELLOWS OF HARVARD COBOSTONMA02241noneIscholarship grant$6,000PO BOX 419209
PROJECT 150
3600 N RANCHO DRLAS VEGASNV89130N/APCGeneral & Unrestricted$1,000
PROJECT HEAL - HELP TO EAT ACCEPT & LIVE
IN CARE OF HELFERBELL LLCWASHINGTONDC20036N/APCGeneral & Unrestricted$500
PROJECT HOOD COMMUNITIES
6620 S KING DRCHICAGOIL60637N/APCVirtual Learning fund$2,500
Z A Marshall
PURDUE UNIVERSITYWEST LAFAYETTEIN47907noneIscholarship grant$7,500610 PURDUE MALL
READING IN MOTION
65 E WACKER PL STE 305CHICAGOIL60601N/APCReading Together, Anywhere! Program - Las Vegas$104,000
RID-ALL FOUNDATION INC
3751 PROSPECT AVE STE GARDENCLEVELANDOH44115N/APCGeneral & Unrestricted$500
ROCKY MOUNTAIN PLANNED PARENTHOOD INC - NEW MEXICO
719 SAN MATEO BLVD NEALBUQUERQUENM87108N/APCCharitable Event$1,000
ROCKY MOUNTAIN PLANNED PARENTHOOD INC - NEW MEXICO
719 SAN MATEO BLVD NEALBUQUERQUENM87108N/APCthe 2nd Century Campaign$5,000
ROLLINS COLLEGE
PO BOX 85001 DEPT 9921ORLANDOFL32885N/APCGeneral & Unrestricted$2,000
SANTA FE CONCERT ASSOCIATION
300 PASEO DE PERALTASANTA FENM87501N/APCCharitable Event$2,500
SANTA FE CONCERT ASSOCIATION
300 PASEO DE PERALTASANTA FENM87501N/APCChristmas at the Cathedral project$5,000
SANTA FE DESERT CHORALE
311 E PALACE AVESANTA FENM87501N/APCGeneral & Unrestricted$2,500
SANTA FE DESERT CHORALE
311 E PALACE AVESANTA FENM87501N/APC2021 Summer Festival 'Unlikely Partners': Livestreams & mini documentary fund$10,000
SCHOOL YEAR ABROAD INC
120 WATER STNORTH ANDOVERMA01845N/APCGeneral & Unrestricted$500
SHES THE FIRST INC
590 AVE OF THE AMERICAS 8TH FLNEW YORKNY10011N/APCGeneral & Unrestricted$250
SIT STAY READ INC
2849 N CLARK STCHICAGOIL60657N/APCGeneral & Unrestricted$1,000
SMART LOVE PARENTING CENTER
2222 N KEDZIE BLVDCHICAGOIL60647N/APCthe Smart Love Preschool annual fund$500
SOCIETY FOR PRESERVATION & ENCRGMNT OF BARBERSHOP
3503 PRESIDENT CIRLAS VEGASNV89121N/APCGeneral & Unrestricted$1,000
SOUL FIRE FARM INSTITUTE INC
1972 NY HWY 2PETERSBURGHNY12138N/APCSoul Fire Farm-Based Programming fund$10,159
SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/APCAthletic Department=Bowling Programs$8,000
SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/APCGeneral & Unrestricted$1,000
SPREAD THE WORD NEVADA
1065 AMERICAN PACIFIC DR STE 160HENDERSONNV89074N/APCReaders In Training program$25,000
SPREAD THE WORD NEVADA
1065 AMERICAN PACIFIC DR STE 160HENDERSONNV89074N/APCBooks & Buddies- mentoring program$25,000
A Yu
ST LOUIS UNIVERSITYSAINT LOUISMO63103noneIscholarship grant$2,5003545 LINDELL BLVD
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306N/APCGeneral & Unrestricted$500
TAHOE RIM TRAIL ASSOCIATION
PO BOX 3267STATELINENV89449N/APCGeneral & Unrestricted$250
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCPolicy Department$250
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCCharitable Event$500
THE REFUGEE RESPONSE
101 W PROSPECT AVE STE 1600CLEVELANDOH44145N/APCGeneral & Unrestricted$400
THE SHADE TREE INCORPORATED
PO BOX 669LAS VEGASNV89125N/APCGeneral & Unrestricted$1,000
THREE SQUARE
4190 N PECOS ROADLAS VEGASNV89115N/APCGeneral & Unrestricted$1,000
TIZ MEDIA FOUNDATION
2746 MARCY AVEEVANSTONIL60201N/APCGeneral & Unrestricted$500
TREADHEAD CYCLING INC
409 CIR DRLAKE GENEVAWI53147N/APCNICA Lake Geneva, Badger, Bigfoot, Williams Bay and Elkhorn projects$2,000
TRIFORM ENTERPRISES LIMITED
20 TRI FORM RDHUDSONNY12534N/APCGeneral & Unrestricted$1,000
TRINITY CHRISTIAN COLLEGE ASSOCIATION
6601 W COLLEGE DRPALOS HEIGHTSIL60463N/APCGeneral & Unrestricted$1,000
TRINITY CHRISTIAN COLLEGE ASSOCIATION
6601 W COLLEGE DRPALOS HEIGHTSIL60463N/APCCharitable Event$500
TRINITY CHRISTIAN COLLEGE ASSOCIATION
6601 W COLLEGE DRPALOS HEIGHTSIL60463N/APCCharitable Event$1,000
TRUSTEES OF PRINCETON UNIVERSITY
PRINCETON UNIVERSITY PO BOX 291PRINCETONNJ08544N/APCMen's Volleyball endowment "Morgan McKinzie Volleyball fund"$750
F Doughan
UNIVERSITY OF CHICAGOCHICAGOIL60637noneIScholarship Grant$7,0001115 E 58TH ST
UNIVERSITY OF MIAMI
PO BOX 248073CORAL GABLESFL33124N/APCthe Rosenstiel School of Marine and atmospheric science$2,500
H Morris
UNIVERSITY OF SOUTHERN CALIFORNIALOS ANGELESCA90089noneIscholarship grant$3,2503551 TROUSDALE PKWY ADM 160
US TOGETHER INC
1415 E DUBLIN GRANVILLE RD STE 100COLUMBUSOH43229N/APCGeneral & Unrestricted$300
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27109N/APCThe Parents' Campaign of The Wake Forest Fund$1,000
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27109N/APCGeneral & Unrestricted$500
WASHINGTON & JANE SMITH COMMUNITY- ORLAND PARK
10501 EMILIE LNORLAND PARKIL60467N/APCGeneral & Unrestricted$500
WEST MICHIGAN MIRACLE LEAGUE
909 FOKAL DR SWGRAND RAPIDSMI49534N/APCGeneral & Unrestricted$500
WESTERN FOLKLIFE CENTER
501 RAILROAD STELKONV89801N/APCGeneral & Unrestricted$1,000
WOODSON CENTER
1625 K ST NW STE 410WASHINGTONDC20006N/APCGeneral & Unrestricted$500
WORLDSERVE INTERNATIONAL
PO BOX 8010ERIEPA16505N/APCAlliance for Navajo Sustainability project$900
YWCA OF SOUTHERN ARIZONA
525 N BONITA AVETUCSONAZ85745N/APCTeen Court's Youth Leadership Development fund$4,841
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$599,850TotalGrantOrContriPdDurYrAmt

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$936ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$328,742ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,438ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
MADOFF RECOVERY FROM AIJED INTL LTD01$13,418
Federal Tax Refund01$26,255

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$373,789ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$373,789TotalIncomeProducingActyAmt

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$2,252,704
DFA INTERNATIONAL CORE EQUITY$1,418,279$3,583,928
DFA INTERNATIONAL VECTOR EQUIT$750,012$1,246,564
DFA INVT DIMENSIONS GROUP INC$2,299,426$10,046,247
VANGUARD REIT INDEX FD ADMIRAL$403,809$674,834
VANGUARD SF REIT ETF$49,896$257,989
VANGUARD TOTAL BOND MARKET IND$1,842,493$1,927,906

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$63,830$63,830
State or Local Filing Fees$26$26

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal Tax Refund$26,255
madoff recovery from aijed intl ltd$13,418$13,418

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$300Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$39,677$39,677
ADMINISTRATIVE SERVICES$60,000$60,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2021CategoryTxt
Amt$2,700Amt