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ANDREW FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ANDREW FAMILY FOUNDATION (EIN 36-3926511)
Tax period
2016-11-01 to 2017-10-31
Filed
2018-09-13
IRS object ID
201812569349100801
Schema version
2016v3.1
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)
Return2018-09-13T14:28:15-05:00ReturnTs
Tax Period End2017-10-31TaxPeriodEndDt

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 Begin2016-11-01TaxPeriodBeginDt

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
Phone8008391754PhoneNum

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 ANDREWPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2018-09-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.27.69.178IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520182565000028FederalOriginalSubmissionId
Federal Original Submission Id2018-09-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC971FC33BAF52379132A0473611089A0DAEC697AtSubmissionCreationDeviceId
At Submission Filing Device Id259C731B7C7CCB55DA46458F0098BC0D5A2501CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,735,324FMVAssetsEOYAmt
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$807InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$807InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$425,690DividendsRevAndExpnssAmt
Dividends Net Invst Incm$425,690DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$491,848NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$921,373GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$491,848CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,968OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$922,313TotalRevAndExpnssAmt
Total Net Invst Incm$918,345TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$116,161OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$33,561OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$82,600OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,300TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$2,396TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,396TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$69,476OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$69,476OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$196,333TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,561TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$154,472TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$619,633ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$619,633ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$815,966TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,561TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$774,105TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$106,347ExcessRevenueOverExpensesAmt
Net Investment Income$884,784NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$533,566SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$965,254SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$965,254SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,942,747CorporateStockBOYAmt
Corporate Stock EOY$8,617,406CorporateStockEOYAmt
Corporate Stock EOYFMV$15,770,070CorporateStockEOYFMVAmt
Total Assets BOY$9,476,313TotalAssetsBOYAmt
Total Assets EOY$9,582,660TotalAssetsEOYAmt
Total Assets EOYFMV$16,735,324TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$9,476,313RetainedEarningBOYAmt
Retained Earning EOY$9,582,660RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,476,313TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,582,660TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,476,313TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,582,660TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,476,313TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$106,347ExcessRevenueOverExpensesAmt
Subtotal$9,582,660SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,582,660TotNetAstOrFundBalancesEOYAmt

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$921,373GrossSalesPriceAmt
Cost Or Other Basis$429,525CostOrOtherBasisAmt
Gain Or Loss$491,848GainOrLossAmt
Gains Minus Excess Or Losses$491,848GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$491,848CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$815,645AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,802,035NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055104DistributionYr1Rt
Adjusted Qlfy Distri Yr2$532,256AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,680,614NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.033944DistributionYr2Rt
Adjusted Qlfy Distri Yr3$839,712AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$16,229,293NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051741DistributionYr3Rt
Adjusted Qlfy Distri Yr4$589,646AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$14,942,740NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03946DistributionYr4Rt
Adjusted Qlfy Distri Yr5$704,298AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$13,941,849NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050517DistributionYr5Rt
Total Distribution0.230766TotalDistributionRt
Average Distribution0.046153AverageDistributionRt
Net Vl Noncharitable Assets$15,784,366NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$728,496AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,848NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$737,344AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$774,105QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$8,848InvestmentIncomeExciseTaxAmt
Subtotal$8,848SubtotalAmt
Tax Based On Investment Income$8,848TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$16,800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$7,952OverpaymentAmt
Applied To ES Tax$7,952AppliedToESTaxAmt

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)
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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

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 ParkIL60462VP / Dir1.0$0$0$0
Edward J Andrew Jr
14628 John Humphrey DriveOrland ParkIL60462Pres / Dir1.0$0$0$0
Kim Llumiquinga
14628 John Humphrey DriveOrland ParkIL60462Asst Sec / Asst 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 200PhoenixAZ85018Administrative$80,000
Foundation Source
55 Walls Drive 3rd FlFairfieldCT06824Administrative$69,074
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$15,637,439AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$387,298AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,024,737TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,024,737AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$240,371CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,784,366NetVlNoncharitableAssetsAmt
Minimum Investment Return$789,218MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$789,218MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,848TaxBasedOnInvestmentIncomeAmt
Total Tax$8,848TotalTaxAmt
Distributable Before Adj$780,370DistributableBeforeAdjAmt
Distributable Before Ded$780,370DistributableBeforeDedAmt
Distributable As Adjusted$780,370DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$774,105ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$774,105QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$8,848PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$765,257AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$780,370DistributableAsAdjustedAmt
Undistributed Income PY$683,212UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Qualifying Distributions$774,105QualifyingDistributionsAmt
Applied To Year1$683,212AppliedToYear1Amt
Applied To Current Year$90,893AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$689,477UndistributedIncomeCYAmt
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 (135 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A STEP AHEAD FOUNDATION INC
PO BOX 41601MEMPHISTN38174N/APCGeneral & Unrestricted$500
ADVOCATE CHARITABLE FOUNDATION
3075 HIGHLAND PKWY FL 6DOWNERS GROVEIL60515N/APCCharitable Event$1,000
ADVOCATE CHARITABLE FOUNDATION
3075 HIGHLAND PKWY FL 6DOWNERS GROVEIL60515N/APCHelping Our Patients in Education School Program of the Pediatric Health Resource Center at Advocate Children's Hospital in Oak Lawn$10,000
ARIZONA DENTAL FOUNDATION
3193 N DRINKWATER BLVDSCOTTSDALEAZ85251N/APCCharitable Event$500
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85280N/APCRonald E. Youngberg Scholarship Fund$2,635
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85280N/APCGammage VIP Club$3,000
AUSTIN PRESBYTERIAN THEOLOGIAL SEMINARY
100 E 27TH STAUSTINTX78705N/APCThe Reverend William J. Fogelman Scholarship Fund$12,500
BRIDGE TEEN CENTER NFP
15555 S 71ST COURTORLAND PARKIL60462N/APCGeneral & Unrestricted$590
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVEPHOENIXAZ85012N/APCGeneral & Unrestricted$500
ASharma
BROWN UNIVERSITY OF PROVIDENCEPROVIDENCERI02912NoneIScholarship Grant$2,500CAMPUS BOX 1911 164 ANGELL ST
CALVIN COLLEGE
3201 BURTON ST SEGRAND RAPIDSMI49546N/APCLifeworks Program$5,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCendowed scholarship fund$5,000
CHICAGO AREA MOUNTAIN BIKERS INC
336 PATRICIA LNBARTLETTIL60103N/APCGeneral & Unrestricted$500
CHICAGO SUMMER FINANCE INSTITUTE INC
1 N FRANKLIN ST FL 29CHICAGOIL60606N/APCPreparing Today's Students to Become Tomorrow's Professionals Program$1,000
CHICAGO VOLUNTEER DOULAS INC
PO BOX 5857CHICAGOIL60680N/APCGeneral & Unrestricted$150
CHICAGO ZOOLOGICAL SOCIETY
3300 GOLF RDBROOKFIELDIL60513N/APCGeneral & Unrestricted$500
COASTAL BEND FOOD BANK
826 KRILL STCORP CHRISTITX78408N/APCHurricane Harvey relief efforts$500
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCGeneral & Unrestricted$2,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCAnnual Fund$5,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCDiversity Initiative Fund$10,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCFW Cropp III Endowement Fund for Independent Field Work in the Field of Geology$500
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCWooster Fund$6,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCScience Building Capital Campaign$10,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCEdward J. Andrew Fellowship program$24,000
K LaHucik
CURATORS OF THE UNIVERSITY OF MISSOCOLUMBIAMO65211NoneIScholarship grant$6,00015 JESSIE HALL
DALLAS SYMPHONY ASSOCIATION INC
2301 FLORA ST STE 300DALLASTX75201N/APCYoung Strings Program$1,250
DELTA ZETA FOUNDATION
202 E CHURCH STOXFORDOH45056N/APCin support of the fundraising efforts of the Pi Delta Chapter at Wake Forest, Painted Turtle Club, and The Starkey Hearing Foundation$1,000
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCGeneral & Unrestricted$1,200
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCYouthworks Program$1,000
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCPatents Pending Science Explorations Project$10,000
DIVINE PURPOSE YOUTH PERFORMING ARTS CENTER
4540 W WASHINGTON BLVDCHICAGOIL60624N/APCBeyond Rhythm & Rhymes Program$9,800
EVERY MOTHER COUNTS
180 VARICK ST RM 1116NEW YORKNY10014N/APCGeneral & Unrestricted$200
EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC
450 LEXINGTON AVE PO BOX 3886NEW YORKNY10163N/APCGeneral & Unrestricted$500
FARTHER FOUNDATION
223 S ELMWOOD AVEOAK PARKIL60302N/APCEducational travel grant Program$2,500
FIRST PRESBYTERIAN CHURCH OF NAPLES
250 6TH ST SNAPLESFL34102N/APCGeneral & Unrestricted$1,000
FOOTHILLS EDUCATIONAL FOUNDATION
4515 E MUIRWOOD DRPHOENIXAZ85048N/APCGeneral & Unrestricted$500
FOUNDATION FOR AN INDEPENDENT TOMORROW
1931 STELLA LAKE STLAS VEGASNV89106N/APCGeneral & Unrestricted$1,500
FRIENDS OF PRENTICE
251 E HURON ST GALTER PAV 3-200CHICAGOIL60611N/APCGeneral & Unrestricted$600
GALESBURG MUSEUMS INC
128 S CHAMBERS STGALESBURGIL61401N/APCGeneral & Unrestricted$500
GALVESTON COUNTY FOOD BANK
624 4TH AVE NTEXAS CITYTX77590N/APCHurricane Harvey relief efforts$500
GENEVA LAKE ASSOCIATION INC
PO BOX 412LAKE GENEVAWI53147N/APCGeneral & Unrestricted$250
GENEVA LAKE WATER SAFETY COMM INC
PO BOX 548WILLIAMS BAYWI53191N/APCGeneral & Unrestricted$1,000
K Feeney
GEORGIA INSTITUTE OF TECHNOLOGYATLANTAGA30332NoneIScholarship grant$2,250225 N AVE NW
GEORGIA OKEEFFE MUSEUM
217 JOHNSON STSANTA FENM87501N/APC2017 Arts & Leadership Program for Boys and Girls$2,500
GIRLFORWARD
1251 W DEVON AVECHICAGOIL60660N/APCGeneral & Unrestricted$200
GOOD SHEPHERD MANOR INC
PO BOX 260MOMENCEIL60954N/APCGeneral & Unrestricted$500
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCFine Arts Division$500
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCGreenhill Fund$1,000
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCHelping a student afford to attend Greenhill school$500
HISPANIC FEDERATION INC
55 EXCHANGE PL 5TH FLNEW YORKNY10005N/APCGeneral & Unrestricted$500
HOUSTON FOOD BANK
535 PORTWALL STHOUSTONTX77029N/APCHurricane Harvey relief efforts$500
P Siglowy
ILLINOIS INSTITUTE OF TECHNOLOGYCHICAGOIL60616NoneIScholarship grant$2,5003424 S STATE ST TC-4TH FL
A Grudowski
ILLINOIS INSTITUTE OF TECHNOLOGYCHICAGOIL60616NoneIScholarship grant$7,0003424 S STATE ST TC-4TH FL
INNER CITY CHRISTIAN FEDERATION
920 CHERRY ST SEGRAND RAPIDSMI49506N/APCGeneral & Unrestricted$590
INTONATION MUSIC WORKSHOP
4442 N FRANCISCO AVECHICAGOIL60625N/APCGeneral & Unrestricted$1,145
INTONATION MUSIC WORKSHOP
4442 N FRANCISCO AVECHICAGOIL60625N/APCCharitable Event$5,000
INTONATION MUSIC WORKSHOP
4442 N FRANCISCO AVECHICAGOIL60625N/APCCharitable Event$1,500
INTONATION MUSIC WORKSHOP
4442 N FRANCISCO AVECHICAGOIL60625N/APCMidnight Oil$505
INWARD BOUND MINDFULNESS EDUCATION INC
PO BOX 516CONCORDMA01742N/APCEmigrant Wilderness Retreat Program$10,000
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/APCJuniata Annual Fund$1,000
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/APCMen's Volleyball Program$500
KITCHEN ON THE STREET INC
2650 E MOHAWK BLDG 3 STE 168PHOENIXAZ85050N/APCGeneral & Unrestricted$500
KNOX COLLEGE
2 E S ST K-147GALESBURGIL61401N/APCKnox Fund$5,000
KNOX COLLEGE
2 E S ST K-147GALESBURGIL61401N/APCPhase I Renovation of Umbeck Science and Mathematics Center$50,000
LAKE TAHOE CONSERVATION FUND
PO BOX 7124TAHOE CITYCA96145N/APCGeneral & Unrestricted$500
LAS VEGAS PHILHARMONIC
1412 S JONES BLVDLAS VEGASNV89146N/APCGeneral & Unrestricted$500
LAS VEGAS SUN SUMMER CAMP FUND
901 N GREEN VALLEY PKWY STE 210HENDERSONNV89074N/APCGeneral & Unrestricted$1,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/APCGeneral & Unrestricted$3,250
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/APCLawrence Annual Fund$1,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/APCThe Lawrence Fund$7,500
LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
16451 HEALTH PARK CMN DR STE 200FT MYERSFL33908N/APCBarbara's Friends Fund$1,000
MANHATTAN THEATRE CLUB INC
311 W 43RD ST 8TH FLNEW YORKNY10036N/APCGeneral & Unrestricted$365
MEADOWS SCHOOL
8601 SCHOLAR LNLAS VEGASNV89128N/APCAnnual Fund$2,500
NATIONAL CORVETTE MUSEUM FOUNDATION INC
350 CORVETTE DRBOWLING GREENKY42101N/APCGeneral & Unrestricted$500
NATIONAL-LOUIS UNIVERSITY
1000 CAPITOL DRWHEELINGIL60090N/APCP.A.C.E. program to fund the alumni position$5,000
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCCharitable Event$1,000
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APC#NAZTOTHEFUTURE MATCHING GIFT CHALLENGE$500
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCBuilding Our Legacy Capital Campaign$10,000
NCH HEALTHCARE SYSTEMS INC
PO BOX 413029NAPLESFL34101N/APCGeneral & Unrestricted$500
NEIGHBORHOOD HEALTH CLINIC INC
121 GOODLETTE RD NNAPLESFL34102N/APCGeneral & Unrestricted$1,000
NEVADA SCHOOL OF THE ARTS
401 S 4TH ST STE 125LAS VEGASNV89101N/APCGeneral & Unrestricted$1,900
RBourret
NORTHWESTERN UNIVERSITYEVANSTONIL60208NoneIScholarship Grant$5,0001801 HINMAN AVE
C Shehata
NORTHWESTERN UNIVERSITYEVANSTONIL60208NoneIScholarship Grant$5,8331801 HINMAN AVE
OLD TOWN SCHOOL OF FOLK MUSIC INC
4544 N LINCOLN AVECHICAGOIL60625N/APCGeneral & Unrestricted$1,000
ORLAND PARK HISTORY MUSEUM FOUNDATION
14700 S RAVINIA AVEORLAND PARKIL60462N/APCTime Travelers Camp Program$1,500
PLANNED PARENTHOOD ARIZONA INC
4751 N 15TH STPHOENIXAZ85014N/APCGeneral & Unrestricted$500
PLANNED PARENTHOOD ASSOCIATION OF UTAH
654 S 900 ESALT LAKE CTYUT84102N/APCGeneral & Unrestricted$1,250
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAMS ST 10TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$1,000
PLANNED PARENTHOOD GREATER MEMPHIS REGION INC
2430 POPLAR AVEMEMPHISTN38112N/APCGeneral & Unrestricted$2,000
PLANNED PARENTHOOD OF ALBUQUERQUE INC
7155 E 38TH AVEDENVERCO80207N/APCBreakfast of Champions 2017 - Speaker Fund$2,500
POMONA COLLEGE
150 E 8TH ST PENDLETON BLDG 108CLAREMONTCA91711N/APCGeneral & Unrestricted$5,000
PORTLAND HIGH SCHOOL
600 COLLEGE STPORTLANDTN37148N/AGOVFarm, Food and Family Program$500
PRESBYTERIAN CHURCH USA A CORP
100 WITHERSPOON STLOUISVILLEKY40202N/APCHurricane Harvey Fund$15,000
C Marquez
PRESIDENT AND FELLOWS OF HARVARD COCAMBRIDGEMA02138NoneIScholarship Grant$5,000953 Smith Campus Ctr 1350 MA AVE
Z Marshall
PURDUE UNIVERSITYWEST LAFAYETTEIN47907NoneIScholarship grant$2,250610 PURDUE MALL
READING IN MOTION
65 E WACKER PL STE 305CHICAGOIL60601N/APCLarge Urban District Expansion Project$40,000
READING IN MOTION
65 E WACKER PL STE 305CHICAGOIL60601N/APCClark County pilot$125,000
ROLLINS COLLEGE
POST OFC BOX 864168ORLANDOFL32886N/APCGrandparents Fund$1,000
ROLLINS COLLEGE
POST OFC BOX 864168ORLANDOFL32886N/APCParents Fund$2,500
SANTA FE DESERT CHORALE
311 E PALACE AVESANTA FENM87501N/APCGeneral & Unrestricted$1,500
SCHOOL YEAR ABROAD INC
120 WATER STNORTH ANDOVERMA01845N/APCSYA France Program$500
SHEDD AQUARIUM SOCIETY
1200 S LAKE SHORE DRCHICAGOIL60605N/APCGeneral & Unrestricted$500
SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/APCCCHS Athletics-Boys/Girls bowling Program$15,000
SPREAD THE WORD NEVADA
1065 AMERICAN PACIFIC DR STE 106HENDERSONNV89074N/APCBeckley & Dailey Mentor Centers$25,000
SPREAD THE WORD NEVADA
1065 AMERICAN PACIFIC DR STE 106HENDERSONNV89074N/APCBooks & Buddies On-Site Literacy Room$25,000
SUNSHINE ACRES CHILDRENS HOME CHARITABLE FOUNDATIO
3405 N HIGLEY RDMESAAZ85215N/APCGeneral & Unrestricted$500
TAHOE RIM TRAIL ASSOCIATION
PO BOX 3267STATELINENV89449N/APCGeneral & Unrestricted$500
TEXAS DIAPER BANK
5415 BANDERA RD STE 504SAN ANTONIOTX78238N/APCHurricane Harvey relief efforts$500
THE CHILD AND FAMILY NETWORK CENTERS
3700 WHEELER AVEALEXANDRIAVA22304N/APCGeneral & Unrestricted$150
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCGeneral & Unrestricted$250
THIN AIR COMMUNITY RADIO
35 W MAINSPOKANEWA99201N/APCEmpower Youth Radio Programs$3,000
TRINITY CHRISTIAN COLLEGE ASSOCIATION
6601 W COLLEGE DRPALOS HEIGHTSIL60463N/APCGeneral & Unrestricted$1,000
TRUSTEES OF PRINCETON UNIVERSITY
PRINCETON UNIVERSITY PO BOX 291PRINCETONNJ08544N/APCMen's Volleyball Endowment "Morgan Mckinzie Volleyball Fund"$2,500
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637N/APCGeneral & Unrestricted$500
UNIVERSITY OF CHICAGO
1115 E 58TH STCHICAGOIL60637N/APCuChicago Scholarship Fund$1,000
J M Folliard
UNIVERSITY OF ILLINOISCHAMPAIGNIL61820NoneIScholarship Grant$5,000620 E JOHN ST
Q Wang
UNIVERSITY OF ILLINOISCHAMPAIGNIL61820NoneIScholarship Grant$5,000620 E JOHN ST
UNIVERSITY OF MIAMI
PO BOX 248073CORAL GABLESFL33124N/APCCollege of Arts & Sciences$1,000
B Katalinic
UNIVERSITY OF NOTRE DAME DU LACNOTRE DAMEIN46556NoneIScholarship Grant$5,000115 MAIN BLDG
URBAN JUSTICE CENTER
123 WILLIAM ST 16TH FLNEW YORKNY10038N/APCGeneral support to challenge the Executive Order banning refugees from the U.S$1,550
VALLEY YOUTH THEATRE
807 N 3RD STPHOENIXAZ85004N/APCLiteracy and the Arts Program$5,000
VMSN INC
1240 N MARTIN LUTHER KING BLVDLAS VEGASNV89106N/APCGeneral & Unrestricted$1,000
WAKE FOREST UNIVERSITY
PO BOX 7201WINSTON SALEMNC27109N/APCThe Wake Forest Fund - The Parent's Campaign$1,000
WASHINGTON & JANE SMITH COMMUNITY- ORLAND PARK
10501 EMILIE LNORLAND PARKIL60467N/APCGeneral & Unrestricted$1,000
C Krull
WASHINGTON UNIVERSITYST LOUISMO63130NoneIScholarship Grant$7,000ONE BROOKINGS DR CAMPUS BOX 1041
WATTS OF LOVE
900 WARREN AVE STE 3DOWNERS GROVEIL60515N/APCGeneral & Unrestricted$500
WAVES FOR WATER INC
14900 MAGNOLIA BLVD UNIT 57285SHERMAN OAKSCA91413N/APCGeneral & Unrestricted$650
WESTERN FOLKLIFE CENTER
501 RAILROAD STELKONV89801N/APCGeneral & Unrestricted$500
WILL-JOLIET BICENTENNIAL PARK INC
201 W JEFFERSON ST AT BLUFFJOLIETIL60435N/APCDrama Camp & Classes$1,900
K Manning
WILLIAMS COLLEGEWILLIAMSTOWNMA01267NoneIScholarship Grant$5,00075 PARK ST
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCMilitary Development Fund, AB18 for the fundraising efforts of Jared Stubelt$720
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCNortheast Grand Rapids MI72-Andrew Fund$5,000
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCMI72 Gregory Bird Initiative of Young life Northeastr Grand Rapids$300
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCMI213 Meaghan O'Connor Initiative of Young life Northeastr Grand Rapids$300
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCMI72 Brianna Andrew initiative of Young Life Northeast Grand Rapids$3,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$619,633TotalGrantOrContriPdDurYrAmt

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$807ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$425,690ExclusionAmt
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$491,848ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Exclusion01ExclusionCd
Exclusion$3,968ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$922,313ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$922,313TotalIncomeProducingActyAmt

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$1,224,799$1,610,446
DFA INTERNATIONAL CORE EQUITY$1,393,458$3,096,923
DFA INVT DIMENSIONS GROUP INC$1,444,133$5,507,791
EATON VANCE PARMETRIC STRUCTUR$1,589,205$1,771,309
VANGUARD REIT INDEX FD ADMIRAL$410,131$509,118
VANGUARD SF REIT ETF$309,409$1,036,542
VANGUARD TOTAL BOND MARKET IND$2,246,271$2,237,941

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$69,074$69,074
MISCELLANEOUS EXPENSES$275$275
Office Supplies$76$76
State or Local Filing Fees$51$51

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Revenue And Expenses Per Books$3,968RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$33,561$33,561
ADMINISTRATIVE SERVICES$82,600$82,600

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2017CategoryTxt
Amt$8,300Amt