STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ANDREW FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ANDREW FAMILY FOUNDATION (EIN 36-3926511)
Tax period
2019-11-01 to 2020-10-31
Filed
2021-06-30
IRS object ID
202131819349101053
Schema version
2019v5.2
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)
Return2021-06-30T08:07:04-05:00ReturnTs
Tax Period End2020-10-31TaxPeriodEndDt

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 Begin2019-11-01TaxPeriodBeginDt

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
Signature2021-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,460,923FMVAssetsEOYAmt
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$1,099InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,099InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$302,344DividendsRevAndExpnssAmt
Dividends Net Invst Incm$302,344DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$47,356NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,762,353GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$256,087TotalRevAndExpnssAmt
Total Net Invst Incm$303,443TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$111,687OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$31,687OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$80,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$19,300TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$55,845OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$55,845OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$186,832TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,687TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$135,845TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$646,633ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$646,633ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$833,465TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,687TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$782,478TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$577,378ExcessRevenueOverExpensesAmt
Net Investment Income$271,756NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$227,183SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$559,490SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$559,490SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,251,426CorporateStockBOYAmt
Corporate Stock EOY$8,341,741CorporateStockEOYAmt
Corporate Stock EOYFMV$14,901,433CorporateStockEOYFMVAmt
Total Assets BOY$9,478,609TotalAssetsBOYAmt
Total Assets EOY$8,901,231TotalAssetsEOYAmt
Total Assets EOYFMV$15,460,923TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,478,609RetainedEarningBOYAmt
Retained Earning EOY$8,901,231RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,478,609TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,901,231TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,478,609TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,901,231TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,478,609TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$577,378ExcessRevenueOverExpensesAmt
Subtotal$8,901,231SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,901,231TotNetAstOrFundBalancesEOYAmt

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$1,762,353GrossSalesPriceAmt
Cost Or Other Basis$1,809,709CostOrOtherBasisAmt
Gain Or Loss-$47,356GainOrLossAmt
Gains Minus Excess Or Losses-$47,356GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$47,356CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$764,177AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,627,535NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048899DistributionYr1Rt
Adjusted Qlfy Distri Yr2$795,754AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,546,195NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048093DistributionYr2Rt
Adjusted Qlfy Distri Yr3$765,257AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,784,366NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048482DistributionYr3Rt
Adjusted Qlfy Distri Yr4$815,645AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$14,802,035NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055104DistributionYr4Rt
Adjusted Qlfy Distri Yr5$532,256AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,680,614NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.033944DistributionYr5Rt
Total Distribution0.234522TotalDistributionRt
Average Distribution0.046904AverageDistributionRt
Net Vl Noncharitable Assets$15,224,647NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$714,097AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,718NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$716,815AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$782,478QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,718InvestmentIncomeExciseTaxAmt
Subtotal$2,718SubtotalAmt
Tax Based On Investment Income$2,718TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$23,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$20,882OverpaymentAmt
Applied To ES Tax$2,800AppliedToESTaxAmt
Refund$18,082RefundAmt

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 ParkIL60462Dir, Treas1.0$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 Phoenix Inc
5060 North 40th Street Suite 200PhoenixAZ85018Invest mgmt+Admn svc$111,687
Foundation Source
55 Walls Drive 3rd floorFairfieldCT06824Administrative$55,819
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$14,898,319AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$558,175AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,456,494TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,456,494AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$231,847CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,224,647NetVlNoncharitableAssetsAmt
Minimum Investment Return$761,232MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$761,232MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,718TaxBasedOnInvestmentIncomeAmt
Total Tax$2,718TotalTaxAmt
Distributable Before Adj$758,514DistributableBeforeAdjAmt
Distributable Before Ded$758,514DistributableBeforeDedAmt
Distributable As Adjusted$758,514DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$782,478ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$782,478QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,718PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$779,760AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$758,514DistributableAsAdjustedAmt
Undistributed Income PY$708,429UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$782,478QualifyingDistributionsAmt
Applied To Year1$708,429AppliedToYear1Amt
Applied To Current Year$74,049AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$684,465UndistributedIncomeCYAmt
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 (173 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AFFINITY COMMUNITY SERVICES
C/O B W R J 2850 S WABASH AVE 108CHICAGOIL60616N/APCGeneral & Unrestricted$500
AJO CENTER FOR SUSTAINABLE AGRICULTURE
901 W MORONDO AVEAJOAZ85321N/APCGeneral & Unrestricted$300
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
225 N MICHIGAN AVE STE 1700CHICAGOIL60601N/APCGeneral & Unrestricted$500
ARIZONA COMMUNITY FOUNDATION
2201 E CAMELBACK RD STE 405BPHOENIXAZ85016N/APCBlack Philanthropy Initiative$8,000
ARIZONA COMMUNITY FOUNDATION
2201 E CAMELBACK RD STE 405BPHOENIXAZ85016N/APCBlack Philanthropy Initiative Social Justice Fund$5,000
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260ATTN PAYROLL BENEFITSTEMPEAZ85281N/APCGammage VIP Club$3,000
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260ATTN PAYROLL BENEFITSTEMPEAZ85281N/APCNew American Council on Arts & Design at ASU$25,000
ASSISTANCE LEAGUE OF LAS VEGAS
6446 W CHARLESTON BLVDLAS VEGASNV89146N/APCOperation School Bell Program$500
ASSISTANCE LEAGUE OF PHOENIX ARIZONA
9224 N 5TH STPHOENIXAZ85020N/APCOperation School Bell Program$1,000
AURORA UNIVERSITY
347 S GLADSTONE AVEAURORAIL60506N/APCCharitable Event$1,000
BINGHAMTON ROTARY CHARITIES FUND INC
92 HAWLEY STBINGHAMTONNY13901N/APCGeneral & Unrestricted$500
BLACK WOMENS BLUEPRINT
71 OCEAN PKWY APT 4EBROOKLYNNY11218N/APCGeneral & Unrestricted$2,000
BRIDGE TEEN CENTER NFP
15555 S 71ST COURTORLAND PARKIL60462N/APCGeneral & Unrestricted$1,500
BRIDGE TEEN CENTER NFP
15555 S 71ST COURTORLAND PARKIL60462N/APCSeed support for second Thrift store project$2,500
BROADWAY CARES-EQUITY FIGHTS AIDS INC
165 W 46TH ST STE 1300NEW YORKNY10036N/APCCOVID-19 Emergency Assistance Fund$3,500
CAFE MOMENTUM
1510 PACIFIC AVEDALLASTX75201N/APCGeneral & Unrestricted$11,000
CALVIN COLLEGE
3201 BURTON ST SEGRAND RAPIDSMI49546N/APCGeneral & Unrestricted$1,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCAFF Scholarship endowment fund$3,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCAnnual Fund$2,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCthe College of Arts and Sciences$500
CHALLENGER CENTER FOR SPACE SCIENCE EDUCATION
422 1ST ST SE 3RD FLWASHINGTONDC20003N/APCGeneral & Unrestricted$1,000
CHICAGO ACADEMY OF SCIENCES
2430 N CANNON DRCHICAGOIL60614N/APCGeneral Operating Support$2,500
CHICAGO AREA MOUNTAIN BIKERS INC
336 PATRICIA LNBARTLETTIL60103N/APCGeneral & Unrestricted$1,000
CHICAGO COMMUNITY BOND FUND
601 S CALIFORNIA AVECHICAGOIL60612N/APCGeneral & Unrestricted$2,000
CHICAGO FREEDOM SCHOOL
719 S STATE ST FL 4CHICAGOIL60605N/APCGeneral & Unrestricted$1,000
CHICAGO HEIGHTENING OPPORTUNITY AND POTENTIAL FOR
641 W LAKE ST STE 200CHICAGOIL60661N/APCHOPES After School Digital Programming Fund$5,000
CHICAGO LIGHTS
126 E CHESTNUT STCHICAGOIL60611N/APCGeneral & Unrestricted$500
COALITION FOR AFRICAN AMERICANS IN THE PERFORMING
PO BOX 44954FT WASHINGTONMD20749N/APCGeneral & Unrestricted$1,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCGeneral & Unrestricted$17,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCAnnual Fund$5,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCEdward J. Andrew Fellowships Program$24,500
COMMUNITY FOOD CONNECTIONS INC
PO BOX 588PHOENIXAZ85001N/APCGeneral & Unrestricted$300
CONSOLIDATED HIGH SCHOOL DISTRICT NO 230 NOT FOR P
15100 S 94TH AVEORLAND PARKIL60462N/APCGeneral & Unrestricted$500
CONSOLIDATED HIGH SCHOOL DISTRICT NO 230 NOT FOR P
15100 S 94TH AVEORLAND PARKIL60462N/APCCarl Sandburg High School$6,000
CROSSROADS BIBLE CHURCH OF GRAND RAPIDS
800 SCRIBNER AVE NWGRAND RAPIDSMI49504N/APCGeneral & Unrestricted$500
CROSSROADS FUND
3411 W DIVERSEY AVE STE 20CHICAGOIL60647N/APCGeneral & Unrestricted$500
CRYSTAL BRIDGES MUSEUM OF AMERICAN ART INC
600 MUSEUM WAYBENTONVILLEAR72712N/APCGeneral & Unrestricted$2,500
DALLAS SYMPHONY ASSOCIATION INC Dallas Symphony
MORTON H MEYERSON SYMPHONY CENTERDALLASTX75201N/APCthe DSO Young String program: lesson costs or to purchase an instrument$1,100
DANCE INSTITUTE OF WASHINGTON INC
3400 14TH ST NWWASHINGTONDC20010N/APCDIW's School of Dance$7,000
DIG DEEP
891 BEACH STSAN FRANCISCOCA94109N/APCGeneral & Unrestricted$2,000
DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE
PO BOX 13600PHOENIXAZ85002N/APCCOVID-19 (Novel Coronavirus) Emergency Relief Fund$2,000
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCGeneral & Unrestricted$1,750
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCDISCOVERY STEAM Programs$20,000
DONATE LIFE AMERICA
701 E BYRD ST 16TH FLRICHMONDVA23219N/APCGeneral & Unrestricted$2,500
EAST VALLEY WOMENS LEAGUE INC
PO BOX 10804TEMPEAZ85284N/APCGeneral & Unrestricted$5,000
EYEJ
2529 DETROIT AVECLEVELANDOH44113N/APCGeneral & Unrestricted$600
EYEJ
2529 DETROIT AVECLEVELANDOH44113N/APCCharitable Event$500
EYEJ
2529 DETROIT AVECLEVELANDOH44113N/APCDiscussion Series Program$9,000
FARM AID INC
501 CAMBRIDGE ST STE 3CAMBRIDGEMA02141N/APCGeneral & Unrestricted$1,000
FIRST POINT VOLLEYBALL FOUNDATION
10880 WILSHIRE BLVD STE 1101LOS ANGELESCA90024N/APCSIAC MVB Program$6,000
FIRST PRESBYTERIAN CHURCH OF NAPLES
250 6TH ST SNAPLESFL34102N/APCGeneral & Unrestricted$2,500
FIRST PRESBYTERIAN CHURCH OF NAPLES
250 6TH ST SNAPLESFL34102N/APCCoronavirus Emergency relief fund$8,500
FIRST PRESBYTERIAN CHURCH OF SANTA FE
208 GRANT AVESANTA FENM87501N/APCCharitable Event$1,000
FOOD DEPOT
1222 SILER RD STE ASANTA FENM87507N/APCGeneral & Unrestricted$4,500
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$1,000
FOUNDATION FOR AN INDEPENDENT TOMORROW
1931 STELLA LAKE STLAS VEGASNV89106N/APCGeneral & Unrestricted$1,500
FRIENDS OF PRENTICE
541 N FAIRBANKS CT STE 800CHICAGOIL60611N/APCGeneral & Unrestricted$500
FUN TIME EARLY CHILDHOOD ACADEMY INC
102 12TH ST NNAPLESFL34102N/APCGeneral & Unrestricted$500
GENEVA AREA FOUNDATION
330 BROAD STLAKE GENEVAWI53147N/APCHorticultural Hall Fund$250
GENEVA LAKE ASSOCIATION INC
PO BOX 412LAKE GENEVAWI53147N/APCAnnual Benefactor Contribution$250
GENEVA LAKE CONSERVANCY INC
PO BOX 588FONTANAWI53125N/APCGeneral & Unrestricted$500
GENEVA LAKE WATER SAFETY COMM INC
PO BOX 548WILLIAMS BAYWI53191N/APCGeneral & Unrestricted$1,000
C Aurelio
GEORGIA INSTITUTE OF TECHNOLOGYATLANTAGA30332noneIScholarship Grant$8,750225 N AVE NW
K L Feeney
GEORGIA INSTITUTE OF TECHNOLOGYATLANTAGA30332noneIScholarship Grant$10,250225 N AVE NW
GEORGIA OKEEFFE MUSEUM
217 JOHNSON STSANTA FENM87501N/APCThe O'Keeffe Reimagined Project$20,000
GEORGIA OKEEFFE MUSEUM
217 JOHNSON STSANTA FENM87501N/APCAnnual Fund - COVID-19 Response$7,500
GEORGIA OKEEFFE MUSEUM
217 JOHNSON STSANTA FENM87501N/APCArt & Leadership Program$2,500
GIRLFORWARD
PO BOX 607516CHICAGOIL60660N/APCGeneral & Unrestricted$500
GOOD SHEPHERD MANOR INC
PO BOX 260MOMENCEIL60954N/APCGeneral & Unrestricted$500
GREATER CLEVELAND FOOD BANK INC
15500 S WATERLOO RDCLEVELANDOH44110N/APCGeneral & Unrestricted$1,500
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$7,500
HOPE COLLEGE
PO BOX 9000HOLLANDMI49422N/APCthe Hope Fund$2,500
HOPE COLLEGE
PO BOX 9000HOLLANDMI49422N/APCthe Kinesiology Department$1,000
HOPE COLLEGE
PO BOX 9000HOLLANDMI49422N/APCthe Orange and Blue Fund$1,000
HOPE FOR PRISONERS OM INC
3430 E FLAMINGO RD STE 350LAS VEGASNV89121N/APCGeneral & Unrestricted$2,000
P Siglowy
ILLINOIS INSTITUTE OF TECHNOLOGYCHICAGOIL60616noneIScholarship grant$5,0003424 S STATE ST TC-4 FL
V Belotti
ILLINOIS INSTITUTE OF TECHNOLOGYCHICAGOIL60616noneIScholarship grant$5,0003424 S STATE ST TC-4 FL
INTONATION MUSIC WORKSHOP
4434 S LAKE PARK AVE STE 110CHICAGOIL60653N/APCGeneral & Unrestricted$5,000
INTONATION MUSIC WORKSHOP
4434 S LAKE PARK AVE STE 110CHICAGOIL60653N/APCCharitable Event$5,000
JACOBS HOPE INC
1150 N COUNTRY CLUB DRMESAAZ85201N/APCGeneral & Unrestricted$2,000
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/APCthe Men's Volleyball program$500
KATHYS HOUSE INC
600 N 103RD STMILWAUKEEWI53226N/APCGeneral & Unrestricted$250
KID POWER INC
400 E ST SWWASHINGTONDC20024N/APCThe Citizenship Project$10,000
KIDS FOOD BASKET
1300 PLYMOUTH AVE NEGRAND RAPIDSMI49505N/APCGeneral & Unrestricted$500
KITCHEN ANGELS INC
1222 SILER RDSANTA FENM87507N/APCGeneral & Unrestricted$2,500
KITCHEN ON THE STREET INC
2650 E MOHAWK BLDG 3PHOENIXAZ85050N/APCGeneral & Unrestricted$2,000
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCGeneral & Unrestricted$3,000
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCCOVID-19 Assistance Fund$1,000
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCKnox Fund$5,000
LA CASA NORTE
3533 W N AVECHICAGOIL60647N/APCGeneral & Unrestricted$1,000
LAS VEGAS PHILHARMONIC
2451 S BUFFALO DRLAS VEGASNV89117N/APCGeneral & Unrestricted$1,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCGeneral & Unrestricted$5,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCBe the Light Campaign$3,000
LES TURNER AMYOTROPHIC LATERAL SCLEROSIS FOUNDATIO
5550 TOUHY AVE STE 302SKOKIEIL60077N/APCGeneral & Unrestricted$250
MEADOWS SCHOOL
8601 SCHOLAR LNLAS VEGASNV89128N/APCGeneral & Unrestricted$1,000
MIDWEST ACCESS COALITION
4700 N RAVENSWOOD AVE STE BCHICAGOIL60640N/APCGeneral & Unrestricted$1,000
MIGHTY WRITERS
1501 CHRISTIAN STPHILADELPHIAPA19146N/APCMighty Workshops and Mentorships program$3,000
MUSEUM OF SCIENCE AND SUSTAINABILITY
1506 W JEROME AVEMESAAZ85202N/APCGeneral & Unrestricted$300
MYASTHENIA GRAVIS FOUNDATION OF AMERICA INC
290 TPKE RD STE 5 315WESTBOROUGHMA01581N/APCGeneral & Unrestricted$1,000
NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC
40 RECTOR ST 5TH FLNEW YORKNY10006N/APCThurgood Marshall Institute$5,000
NAPLES HISTORICAL SOCIETY INC
PO BOX 201NAPLESFL34106N/APCGeneral & Unrestricted$1,000
NATIONAL CORVETTE MUSEUM FOUNDATION INC
350 CORVETTE DRBOWLING GREENKY42101N/APCGeneral & Unrestricted$1,000
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCGeneral & Unrestricted$1,000
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
NEVADA COMMUNITY FOUNDATION INC
1980 FESTIVAL PLZ DR STE 300LAS VEGASNV89135N/APCCOVID-19 Emergency Response Fund$2,000
NEVADA SCHOOL OF THE ARTS
401 S 4TH ST STE 125LAS VEGASNV89101N/APCGeneral & Unrestricted$500
NEW LEAF RESOURCES
2325 177TH STLANSINGIL60438N/APCGeneral & Unrestricted$250
NEW MOMS INC
5317 W CHICAGO AVECHICAGOIL60651N/APCGeneral & Unrestricted$500
NEW MOMS INC
5317 W CHICAGO AVECHICAGOIL60651N/APCthe Together We Thrive campaign$500
NORTHEAST GRAND RAPIDS YOUNG LIFE
3347 E BELTLINE NEGRAND RAPIDSMI49525N/APCGeneral & Unrestricted$9,000
NORTHEAST GRAND RAPIDS YOUNG LIFE
3347 E BELTLINE NEGRAND RAPIDSMI49525N/APCMI72 initiative$500
NORTHEAST GRAND RAPIDS YOUNG LIFE
3347 E BELTLINE NEGRAND RAPIDSMI49525N/APCMI72 initiative$1,000
NORTHEAST GRAND RAPIDS YOUNG LIFE
3347 E BELTLINE NEGRAND RAPIDSMI49525N/APCMI72 initiative$2,000
P V Patel
NORTHWESTERN UNIVERSITYEVANSTONIL60208noneIScholarship Grant$3,3331801 HINMAN AVE
PLANNED PARENTHOOD ASSOCIATION OF UTAH
654 S 900 ESALT LAKE CTYUT84102N/APCGeneral & Unrestricted$1,000
PLANNED PARENTHOOD GREATER MEMPHIS REGION INC
2430 POPLAR AVEMEMPHISTN38112N/APCGeneral & Unrestricted$3,500
POLISH AMERICAN ASSOCIATION
3834 N CICERO AVECHICAGOIL60641N/APCFood Pantry Program in memory of Mary Zubricki$1,000
POMONA COLLEGE
150 E 8TH STCLAREMONTCA91711N/APCGeneral & Unrestricted$5,000
PRESBYTERIAN CHURCH USA A CORP
100 WITHERSPOON STLOUISVILLEKY40202N/APCDisaster Relief - PDA Support Fund$50,000
A Vainikos
PRESIDENT AND FELLOWS OF HARVARD COCAMBRIDGEMA02138noneIScholarship grant$5,0001033 MASSACHUSETTS AVE STE 3
PROJECT 150
3600 N RANCHO DRLAS VEGASNV89130N/APCGeneral & Unrestricted$1,000
Z A Marshall
PURDUE UNIVERSITYWEST LAFAYETTEIN47907noneIscholarship grant$6,500610 PURDUE MALL
READING IN MOTION
65 E WACKER PL STE 305CHICAGOIL60601N/APCLas Vegas location fund$58,000
ROCKY MOUNTAIN PLANNED PARENTHOOD INC - NEW MEXICO
719 SAN MATEO BLVD NEALBUQUERQUENM87108N/APCCharitable Event$900
ROCKY MOUNTAIN PLANNED PARENTHOOD INC - NEW MEXICO
719 SAN MATEO BLVD NEALBUQUERQUENM87108N/APC2nd Century Campaign$5,000
ROLE MODEL MOVEMENT INC NFP
47 W POLK ST STE 100CHICAGOIL60605N/APCGeneral & Unrestricted$5,000
RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND
1301 W 22ND STOAK BROOKIL60523N/APCSummer 2020 COVID-19 Relief Campaign$1,000
SANTA FE DESERT CHORALE
311 E PALACE AVESANTA FENM87501N/APCKeep Our Voices Singing Campaign$5,000
SILVER CROSS HOSPITAL & MEDICAL CENTERS
1900 SILVER CROSS BLVDNEW LENOXIL60451N/APCNew Open Heart/Structural Heart Surgical Program$10,000
SISTER SONG INC
1237 RALPH D ABERNATHY BLVD SWATLANTAGA30310N/APCGeneral & Unrestricted$1,000
SIT STAY READ INC
2849 N CLARK STCHICAGOIL60657N/APCVirtual Sit Stay Read program$1,000
SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/APCGeneral & Unrestricted$1,000
SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/APCCCHS Athletic Department - bowling programs$7,500
SPREAD THE WORD NEVADA
1065 AMERICAN PACIFIC DR STE 160HENDERSONNV89074N/APCGeneral & Unrestricted$25,000
SURFRIDER FOUNDATION
PO BOX 73550SAN CLEMENTECA92673N/APCGeneral & Unrestricted$500
TAHOE RIM TRAIL ASSOCIATION
PO BOX 3267STATELINENV89449N/APCGeneral & Unrestricted$1,000
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCGeneral & Unrestricted$750
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCCharitable Event$2,500
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCCharitable Event$1,000
THE SHADE TREE INCORPORATED
PO BOX 669LAS VEGASNV89125N/APCGeneral & Unrestricted$250
THREE SQUARE
4190 N PECOS RDLAS VEGASNV89115N/APCCOVID-19 Assistance Program$2,000
THREE SQUARE
4190 N PECOS RDLAS VEGASNV89115N/APCCOVID-19 relief fund$2,000
TIZ MEDIA FOUNDATION
2746 MARCY AVEEVANSTONIL60201N/APCGeneral & Unrestricted$500
TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 N 5TH ST STE 600PHOENIXAZ85004N/APCCOVID-19 initiatives$4,000
TRINITY CHRISTIAN COLLEGE ASSOCIATION
6601 W COLLEGE DRPALOS HEIGHTSIL60463N/APCGeneral & Unrestricted$2,000
TRUSTEES OF PRINCETON UNIVERSITY
PRINCETON UNIVERSITY PO BOX 291PRINCETONNJ08544N/APCMen's Volleyball Endowment "Morgan McKinzie Volleyball Fund"$1,000
UNITED WAY OF SOUTHERN NEVADA INC
5830 W FLAMINGO RDLAS VEGASNV89103N/APCCOVID-19 Emergency Assistance Program$2,000
F Doughan
UNIVERSITY OF CHICAGOCHICAGOIL60637noneIScholarship Grant$1,5001115 E 58TH ST
J M Folliard
UNIVERSITY OF ILLINOIS - FINANCIALCHAMPAIGNIL61820noneIScholarship Grant$5,000620 E JOHN ST
UNIVERSITY OF MIAMI
PO BOX 248073CORAL GABLESFL33124N/APCParent Fund, RSMAS Department$5,000
B Katalinic
UNIVERSITY OF NOTRE DAME DU LAC - FNOTRE DAMEIN46556noneIScholarship Grant$3,750115 MAIN BLDG
H Morris
UNIVERSITY OF SOUTHERN CALIFORNIALOS ANGELESCA90089noneIScholarship Grant$6,0003551 TROUSDALE PKWY ADM 160
UNIVERSITY OF WASHINGTON - UW MEDICINE
BOX 358045SEATTLEWA98195N/APCCOVID-19 Emergency Response Fund$1,000
UTAH NAVAJO HEALTH SYSTEM INCORPORATED
PO BOX 130MONTEZUMA CRKUT84534N/APCGeneral & Unrestricted$1,000
VALLEY YOUTH THEATRE
807 N 3RD STPHOENIXAZ85004N/APCVYTal Affair-athon Program$250
VICKERY MEADOW LEARNING CENTER
1408 N RIVERFRONT BLVD 339DALLASTX75207N/APCGeneral & Unrestricted$600
VMSN INC
1240 N MARTIN LUTHER KING BLVDLAS VEGASNV89106N/APCGeneral & Unrestricted$1,000
WAKE FOREST UNIVERSITY
PO BOX 7201WINSTON SALEMNC27109N/APCGeneral & Unrestricted$150
WAKE FOREST UNIVERSITY
PO BOX 7201WINSTON SALEMNC27109N/APCThe Parents' Campaign of The Wake Forest Fund$1,000
WASHINGTON & JANE SMITH COMMUNITY- ORLAND PARK
10501 EMILIE LNORLAND PARKIL60467N/APCGeneral & Unrestricted$500
WASTE NOT INC
1700 N GRANITE REEF RDSCOTTSDALEAZ85257N/APCGeneral & Unrestricted$300
WATTS OF LOVE
900 WARREN AVEDOWNERS GROVEIL60515N/APCGeneral & Unrestricted$500
WAYNE COUNTY COMMUNITY FOUNDATION
517 N MARKET STWOOSTEROH44691N/APCReid Lee Webster Memorial Endowment Fund$1,000
WE THE PROTESTERS INC
30 E 125TH NO 132NEW YORKNY10035N/APCCampaign Zero$1,000
Wellfleet Elementary
100 LAWRENCE RDWellfleetMA02667N/AGOVThe Enchanted Forest Program$500
WESTERN FOLKLIFE CENTER
501 RAILROAD STELKONV89801N/APCGeneral & Unrestricted$500
K Manning
WILLIAMS COLLEGEWILLIAMSTOWNMA01267noneIscholarship grant$3,75075 PARK ST
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCGeneral & Unrestricted$1,500
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCMI72 - NE Grand Rapids Young Life general operations fund$1,500
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCMI72 - Brianna Andrew initiative of Young Life Northeast Grand Rapids$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$646,633TotalGrantOrContriPdDurYrAmt

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$1,099ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$302,344ExclusionAmt
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-$47,356ExclusionAmt
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$256,087ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$256,087TotalIncomeProducingActyAmt

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$1,821,144
DFA INTERNATIONAL CORE EQUITY$1,418,279$2,649,562
DFA INTERNATIONAL VECTOR EQUIT$750,012$895,189
DFA US CORE EQ 2$2,299,426$6,904,524
VANGUARD REIT INDEX FD ADMIRAL$403,809$473,913
VANGUARD SF REIT ETF$49,896$181,212
VANGUARD TOTAL BOND MARKET IND$1,842,493$1,975,889

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$55,819$55,819
State or Local Filing Fees$26$26

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$31,687$31,687
ADMINISTRATIVE SERVICES$80,000$80,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2020CategoryTxt
Amt$19,300Amt