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ANDREW FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ANDREW FAMILY FOUNDATION (EIN 36-3926511)
Tax period
2015-11-01 to 2016-10-31
Filed
2017-09-11
IRS object ID
201742549349100459
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-09-11T13:00:42-05:00ReturnTs
Tax Period End2016-10-31TaxPeriodEndDt

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 Begin2015-11-01TaxPeriodBeginDt

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 ANDREW JRPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2017-09-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,104,071FMVAssetsEOYAmt
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$483InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$483InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$301,505DividendsRevAndExpnssAmt
Dividends Net Invst Incm$301,505DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$579,158NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,589,732GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$579,158CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$881,146TotalRevAndExpnssAmt
Total Net Invst Incm$881,146TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$71,643OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$31,643OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$40,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,600TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$305TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$305TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$55,220OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$55,220OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$140,768TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,643TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$95,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$728,615ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$728,615ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$869,383TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,643TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$824,140TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,763ExcessRevenueOverExpensesAmt
Net Investment Income$849,503NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$264,100SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$533,566SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$533,566SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,198,283CorporateStockBOYAmt
Corporate Stock EOY$8,942,747CorporateStockEOYAmt
Corporate Stock EOYFMV$14,570,505CorporateStockEOYFMVAmt
Total Assets BOY$9,462,383TotalAssetsBOYAmt
Total Assets EOY$9,476,313TotalAssetsEOYAmt
Total Assets EOYFMV$15,104,071TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$9,462,383RetainedEarningBOYAmt
Retained Earning EOY$9,476,313RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,462,383TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,476,313TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,462,383TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,476,313TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,462,383TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,763ExcessRevenueOverExpensesAmt
Other Increases$2,167OtherIncreasesAmt
Subtotal$9,476,313SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,476,313TotNetAstOrFundBalancesEOYAmt

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$2,589,732GrossSalesPriceAmt
Cost Or Other Basis$2,010,574CostOrOtherBasisAmt
Gain Or Loss$579,158GainOrLossAmt
Gains Minus Excess Or Losses$579,158GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$579,158CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$532,256AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,680,614NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.033944DistributionYr1Rt
Adjusted Qlfy Distri Yr2$839,712AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,229,293NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051741DistributionYr2Rt
Adjusted Qlfy Distri Yr3$589,646AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,942,740NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03946DistributionYr3Rt
Adjusted Qlfy Distri Yr4$704,298AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$13,941,849NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050517DistributionYr4Rt
Adjusted Qlfy Distri Yr5$758,765AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,281,921NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053128DistributionYr5Rt
Total Distribution0.22879TotalDistributionRt
Average Distribution0.045758AverageDistributionRt
Net Vl Noncharitable Assets$14,802,035NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$677,312AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,495NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$685,807AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$824,140QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$8,495InvestmentIncomeExciseTaxAmt
Subtotal$8,495SubtotalAmt
Tax Based On Investment Income$8,495TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$19,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$10,505OverpaymentAmt
Applied To ES Tax$8,500AppliedToESTaxAmt
Refund$2,005RefundAmt

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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 Walls Drive 3rd FlAddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Service TypeAdministrativeServiceTypeTxt
Compensation$54,563CompensationAmt
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$14,272,828AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$754,619AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,027,447TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,027,447AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$225,412CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,802,035NetVlNoncharitableAssetsAmt
Minimum Investment Return$740,102MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$740,102MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,495TaxBasedOnInvestmentIncomeAmt
Total Tax$8,495TotalTaxAmt
Distributable Before Adj$731,607DistributableBeforeAdjAmt
Recoveries Qualfied Distri$2,167RecoveriesQualfiedDistriAmt
Distributable Before Ded$733,774DistributableBeforeDedAmt
Distributable As Adjusted$733,774DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$824,140ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$824,140QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$8,495PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$815,645AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$733,774DistributableAsAdjustedAmt
Undistributed Income PY$773,578UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Qualifying Distributions$824,140QualifyingDistributionsAmt
Applied To Year1$773,578AppliedToYear1Amt
Applied To Current Year$50,562AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$683,212UndistributedIncomeCYAmt
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 (157 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/APCPediatric Health Resource Center at Advocate Children's Hospital$10,000
ADVOCATE HEALTH AND HOSPITALS CORPORATION
3075 HIGHLAND PKWY FL 6DOWNERS GROVEIL60515N/APCGeneral & Unrestricted$1,000
AFTER SCHOOL MATTERS INC
66 E RANDOLPH STCHICAGOIL60601N/APCCharitable Event$323
AMERICAS TOOTHFAIRY NATIONAL CHILDRENS ORAL HEALTH
4108 PARK RD STE 300CHARLOTTENC28209N/APCNational Children's Oral Health Foundation, Student's United for America's toothfairy and ASDOH Club$90
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701N/APCGeneral & Unrestricted$5,000
ARIZONA DENTAL FOUNDATION
3193 N DRINKWATER BLVDSCOTTSDALEAZ85251N/APCGive Kids a Smile D1 Committee Fund$140
ARIZONA DENTAL FOUNDATION
3193 N DRINKWATER BLVDSCOTTSDALEAZ85251N/APCGive Kids a Smile D1 Committee Fund$500
ARIZONA DENTAL FOUNDATION
3193 N DRINKWATER BLVDSCOTTSDALEAZ85251N/APCGive Kids a Smile D1 Committee Fund$313
ARIZONA DENTAL FOUNDATION
3193 N DRINKWATER BLVDSCOTTSDALEAZ85251N/APCCharitable Event$1,000
ARIZONA DENTAL FOUNDATION
3193 N DRINKWATER BLVDSCOTTSDALEAZ85251N/APCGive Kids a Smile D1 Committee Fund$250
ARIZONA DIAMONDBACKS FOUNDATION INC
401 E JEFFERSON STPHOENIXAZ85004N/APCPlay Ball Fund$500
ARIZONA STATE UNIVERSITY FOUNDATION
PO BOX 2260TEMPEAZ85280N/APCscholarship support fund for three students in the Master of Science in the Speech Language Pathology Program$15,600
ARIZONA STATE UNIVERSITY FOUNDATION
PO BOX 2260TEMPEAZ85280N/APCGolden Gammage Initiative$10,000
ARIZONA STATE UNIVERSITY FOUNDATION
PO BOX 2260TEMPEAZ85280N/APCscholarship support fund for three students in the Master of Science in the Speech Language Pathology Program$200
ARIZONA THEATRE COMPANY
PO BOX 1631TUCSONAZ85702N/APCGeneral & Unrestricted$800
ARTISTS FOR HUMANITY INC
100 W 2ND STBOSTONMA02127N/APCThe Photo Studio of the Youth Arts Enterprise Program$2,400
AUSTIN PRESBYTERIAN THEOLOGIAL SEMINARY
100 E 27TH STAUSTINTX78705N/APCThe Reverend William J. Fogleman Scholarship Fund$10,000
B O O C
18312 DISTINCTIVE DRORLAND PARKIL60467N/APCBOOCbotics Program$10,000
BREMEN YOUTH SERVICES
15350 OAK PARK AVEOAK FORESTIL60452N/APCCharitable Event$500
BRIDGE TEEN CENTER NFP
15555 S 71ST COURTORLAND PARKIL60462N/APCGeneral & Unrestricted$2,500
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVEPHOENIXAZ85012N/APCGeneral & Unrestricted$250
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVEPHOENIXAZ85012N/APCMen of 2014 Campaign$5,000
A Sharma
BROWN UNIVERSITY OF PROVIDENCEPROVIDENCERI02912N/AIScholarship Grant$5,000CAMPUS BOX 1911 164 ANGELL ST
CALVIN COLLEGE
3201 BURTON ST SEGRAND RAPIDSMI49546N/APCGeneral & Unrestricted$2,500
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCendowment Scholarship fund$5,000
CHICAGO AREA MOUNTAIN BIKERS INC
336 PATRICIA LNBARTLETTIL60103N/APCGeneral & Unrestricted$1,000
CHICAGO LIGHTS
126 E CHESTNUT STCHICAGOIL60611N/APCGood Neighbors Street Outreach Program$6,000
CHICAGO VOLUNTEER DOULAS INC
PO BOX 5851CHICAGOIL60680N/APCGeneral & Unrestricted$190
CHICAGO ZOOLOGICAL SOCIETY
3300 GOLF RDBROOKFIELDIL60513N/APCGeneral & Unrestricted$500
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCGeneral & Unrestricted$13,500
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCAnnual Fund$5,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCWooster Fund$1,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCScience Building Capital Campaign$10,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCEdward J. Andrew Fellowship Program$26,000
COMMUNITY FOUNDATION OF COLLIER COUNTY
1110 PINE RIDGE RD STE 200NAPLESFL34108N/APCTurtles on the Town Public Art Exhibition$5,000
CONSOLIDATED HIGH SCHOOL DISTRICT NO 230
15100 S 94TH AVEORLAND PARKIL60462N/APCGeneral & Unrestricted$500
CRISIS CENTER FOR SOUTH SUBURBIA
PO BOX 39TINLEY PARKIL60477N/APCGeneral & Unrestricted$250
CRISIS CENTER FOR SOUTH SUBURBIA
PO BOX 39TINLEY PARKIL60477N/APCChildren's Playroom, Art, and Music Project$10,000
K LaHucik
CURATORS OF THE UNIVERSITY OF MOCOLUMBIAMO65211N/AIScholarship Grant$5,00015 JESSIE HALL
DEVELOPING ARTISTS THEATER COMPANY INC
12 5TH AVE APT 52NEW YORKNY10011N/APCCharitable Event$750
DIAN FOSSEY GORILLA FUND
800 CHEROKEE AVEATLANTAGA30315N/APCGeneral & Unrestricted$500
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCGeneral & Unrestricted$1,000
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/APCGeneral & Unrestricted$1,000
ELIM CHRISTIAN SERVICES
13020 S CENTRAL AVEPALOS HEIGHTSIL60463N/APCGeneral & Unrestricted$500
EQUALITY UTAH FOUNDATION
175 W 200 S STE 1004SALT LAKE CTYUT84101N/APCGeneral & Unrestricted$1,000
EVERY MOTHER COUNTS
180 VARICK ST RM 1116NEW YORKNY10014N/APCGeneral & Unrestricted$400
FARTHER FOUNDATION
223 S ELMWOOD AVEOAK PARKIL60302N/APCGeneral & Unrestricted$500
FIRST PRESBYTERIAN CHURCH OF NAPLES
250 6TH ST SNAPLESFL34102N/APCGeneral & Unrestricted$2,000
FOOTHILLS EDUCATIONAL FOUNDATION
4515 E MUIRWOOD DRPHOENIXAZ85048N/APCSummit School of Ahwatukee$250
FOUNDATION FOR AN INDEPENDENT TOMORROW
1931 STELLA LAKE STLAS VEGASNV89106N/APCworkforce program$1,500
FREE ARTS FOR ABUSED CHILDREN OF ARIZONA
103 W HIGHLAND AVE STE 200PHOENIXAZ85013N/APCGeneral & Unrestricted$350
FRIENDS OF BIG MARSH
1000 W FULTON MARKET 4THCHICAGOIL60607N/APCGeneral & Unrestricted$500
GENEVA AREA FOUNDATION
PO BOX 71LAKE GENEVAWI53147N/APCHorticultural Hall Program$250
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
GEORGIA OKEEFFE MUSEUM
217 JOHNSON STSANTA FENM87501N/APCArt and Leadership Program for Boys and Girls$2,000
GEORGIA OKEEFFE MUSEUM
217 JOHNSON STSANTA FENM87501N/APCArt and Leadership Program for Boys and Girls$5,000
GIRLFORWARD
PO BOX 597527CHICAGOIL60659N/APCGeneral & Unrestricted$314
GIRLS INCORPORATED OF SANTA FE INC
301 HILLSIDE AVESANTA FENM87501N/APCAfter School Program$1,000
GLEN ECHO PARK PARTNERSHIP FOR ARTS AND CULTURE
7300 MACARTHUR BLVDGLEN ECHOMD20812N/APCArtAbility Program$2,520
GRAND RAPIDS HQ
320 STATE ST SEGRAND RAPIDSMI49503N/APCHQ Ready: Inclusive Employment Strategies Program$16,667
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCGeneral & Unrestricted$1,400
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCThe Greenhill Fund$1,000
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCScholarship Fund$1,000
HALETHORPE ELEMENTARY SCHOOL
4300 MAPLE AVEHALETHORPEMD21227N/AGOVSound Science Program$1,000
HEALTHY WALTHAM
510 MOODY STWALTHAMMA02453N/APCGeneral & Unrestricted$500
A Grudowski
ILLINOIS INSTITUTE OF TECHNOLOGYCHICAGOIL60616N/AIScholarship Grant$6,0003424 S STATE ST TC-4TH FL
INTONATION MUSIC WORKSHOP
4434 S LAKE PARK AVE STE 110CHICAGOIL60653N/APCCharitable Event$2,500
INTONATION MUSIC WORKSHOP
4434 S LAKE PARK AVE STE 110CHICAGOIL60653N/APCCharitable Event$1,000
INTONATION MUSIC WORKSHOP
4434 S LAKE PARK AVE STE 110CHICAGOIL60653N/APCCharitable Event$250
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/APCJuniata Scholarship Fund$1,000
KING RIDGE FOUNDATION INC
PO BOX 5873SANTA ROSACA95402N/APCForget-me-not-Farm Fund$500
KITCHEN ON THE STREET INC
2650 E MOHAWK BLDG 3 STE 168PHOENIXAZ85050N/APCGeneral & Unrestricted$200
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCKnox Fund$5,000
KNOX COLLEGE
2 E S STGALESBURGIL61401N/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$1,000
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$3,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/APCConservatory of Music Division$1,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/APCDormitory Refurbishment Fund$5,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/APCLawrence Fund$1,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/APCLawrence Fund, Day of Giving, Game Changer Pledge$7,500
LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
16451 HEALTH PARK CMN DR STE 200FT MYERSFL33908N/APCBarbara's Friends Fund$2,000
LEMAY-AMERICAS CAR MUSEUM
2702 E D STTACOMAWA98421N/APCHaggerty Education Program- Continental Motors Matching Challenge$250
LUKE'S WINGS INC
1054 31ST ST NW STE 504WASHINGTONDC20007N/APCGeneral & Unrestricted$10,000
MARTY HENNESSY INSPIRING CHILDREN FOUNDATION
PO BOX 60953BOULDER CITYNV89006N/APCGeneral & Unrestricted$1,000
MEADOWS SCHOOL
8601 SCHOLAR LNLAS VEGASNV89128N/APCGeneral & Unrestricted$313
MOTHERS FOR JUSTICE AND EQUALITY INC
184 DUDLEY ST LL109ROXBURYMA02119N/APCYouth Peer Leadership Program$8,333
NATIONAL CORVETTE MUSEUM FOUNDATION INC
350 CORVETTE DRBOWLING GREENKY42101N/APCGeneral & Unrestricted$500
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCGeneral & Unrestricted$2,000
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCMothers' Club Annual Auction 2017 Fund$1,550
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCNazareth Academy Varsity Baseball Fund$2,000
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCNazareth Academy Varsity Baseball Fund$1,000
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCCharitable Event$500
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCCharitable Event$140
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCBuilding Our Legacy Capital Campaign$10,000
NCH HEALTHCARE SYSTEMS INC
PO BOX 413029NAPLESFL34101N/APCCharitable Event$1,000
NEIGHBORHOOD HEALTH CLINIC INC
121 GOODLETTE RD NNAPLESFL34102N/APCGeneral & Unrestricted$2,000
NEVADA SCHOOL OF THE ARTS
401 S 4TH ST STE 125LAS VEGASNV89101N/APCGeneral & Unrestricted$2,000
NIGHT MINISTRY
4711 N RAVENSWOOD AVECHICAGOIL60640N/APCThe Crib Division$400
NORTHEAST GRAND RAPIDS YOUNG LIFE
3347 E BELTLINEGRAND RAPIDSMI49525N/APCGeneral & Unrestricted$500
R Bourret
NORTHWESTERN UNIVERSITYEVANSTONIL60208N/AIScholarship Grant$6,8331801 HINMAN AVE
C Shehata
NORTHWESTERN UNIVERSITYEVANSTONIL60208N/AIScholarship Grant$4,8331801 HINMAN AVE
PLANNED PARENTHOOD ASSOCIATION OF UTAH
654 S 900 ESALT LAKE CTYUT84102N/APCGeneral & Unrestricted$350
PLANNED PARENTHOOD GREATER MEMPHIS REGION INC
2430 POPLAR AVEMEMPHISTN38112N/APCGeneral & Unrestricted$1,000
PLANNED PARENTHOOD OF ALBUQUERQUE INC
7155 E 38TH AVEDENVERCO80207N/APCCharitable Event$2,500
PLANNED PARENTHOOD OF ILLINOIS
18 S MICHIGAN AVE 6TH FLRCHICAGOIL60603N/APCGeneral & Unrestricted$400
POMONA COLLEGE
150 E 8TH ST PENDLETON BLDG 108CLAREMONTCA91711N/APCGeneral & Unrestricted$5,000
C Marquez
PRES AND FELLOWS OF HARVARD COLLEGECAMBRIDGEMA02138N/AIScholarship Grant$5,000953 SMITH CAMPUS CENTER 1350 MA AV
RAPE RESPONSE INC
PO BOX 2883GAINESVILLEGA30503N/APCKeeping it Safe & Healthy Relationship Program$8,333
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/APCthree year leadership initiative$150,000
ROLLINS COLLEGE
POST OFC BOX 864168ORLANDOFL32886N/APCClass of 2017 Graduation Fund$217
ROLLINS COLLEGE
POST OFC BOX 864168ORLANDOFL32886N/APCGrandparents Fund$1,000
ROLLINS COLLEGE
POST OFC BOX 864168ORLANDOFL32886N/APCThe Rollins Fund$1,000
SCHOOL YEAR ABROAD INC
120 WATER ST STE 310NORTH ANDOVERMA01845N/APCSYA France Division$400
SHEDD AQUARIUM SOCIETY
1200 S LAKE SHORE DRCHICAGOIL60605N/APCGeneral & Unrestricted$1,000
SOLDIER STRONG INC
1127 HIGH RIDGE RD STE 124STAMFORDCT06905N/APCSoldierSuits for soldiers Program$1,000
SPREAD THE WORD NEVADA
1065 AMERICAN PACIFIC DR STE 106HENDERSONNV89074N/APCBooks & Buddies On-Site Literacy Program$25,000
ST JOHN OF THE CROSS CHURCH
5005 WOLF RDWESTERN SPRINGSIL60558N/APCGeneral & Unrestricted$1,000
A King
STANFORD UNIVERSITYSTANFORDCA94305N/AIScholarship Grant$4,333326 GALVEZ ST
TAHOE RIM TRAIL ASSOCIATION
PO BOX 3267STATELINENV89449N/APCGeneral & Unrestricted$1,000
THE CHICAGO LITERACY ALLIANCE NFP
641 W LAKE ST STE 200CHICAGOIL60661N/APCLiteracenter Project$25,000
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCBelieve in Southwest Florida Program$10,000
TRUSTEES OF PRINCETON UNIVERSITY
PRINCETON UNIVERSITY PO BOX 291PRINCETONNJ08544N/APCMen's Volleyball Endowment "Morgan McKenzie Volleyball fund"$300
TUMAINI FUND USA INC
553 GALLEON DRNAPLESFL34102N/APCLights for Education Program$10,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637N/APCGeneral & Unrestricted$200
UNIVERSITY OF CHICAGO
1115 E 58TH STCHICAGOIL60637N/APCUChicago Scholarship Fund$1,000
M Veldman
UNIVERSITY OF CHICAGOCHICAGOIL60637N/AIScholarship Grant$4,3331115 E 58TH ST
J M Folliard
UNIVERSITY OF ILLINOISCHAMPAIGNIL61820N/AIScholarship Grant$2,500620 E JOHN ST
Q Wang
UNIVERSITY OF ILLINOISCHAMPAIGNIL61820N/AIScholarship Grant$5,000620 E JOHN ST
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244N/APCThe Henry B. Tippie College of Business Kevin O'Malley Memorial Scholarship Fund for Accounting$1,000
UNIVERSITY OF MIAMI
PO BOX 248073CORAL GABLESFL33124N/APCCollege of Arts & Sciences Division$5,000
B Katalinic
UNIVERSITY OF NOTRE DAME DU LACNOTRE DAMEIN46556N/AIScholarship Grant$2,250115 MAIN BLDG
VALLEY YOUTH THEATRE
807 N 3RD STPHOENIXAZ85004N/APC2015-16 Fund, Literacy and the Art Support Program$10,000
VMSN INC
1240 N MARTIN LUTHER KING BLVDLAS VEGASNV89106N/APCGeneral & Unrestricted$1,000
WASHINGTON & JANE SMITH COMMUNITY- ORLAND PARK
10501 EMILIE LNORLAND PARKIL60467N/APCGeneral & Unrestricted$1,000
C Krull
WASHINGTON UNIVERSITYST LOUISMO63130N/AIScholarship Grant$6,000ONE BROOKINGS DR CAMPUS BOX 1041
E Mueller
WASHINGTON UNIVERSITYST LOUISMO63130N/AIScholarship Grant$3,250ONE BROOKINGS DR CAMPUS BOX 1041
K Manning
WILLIAMS COLLEGEWILLIAMSTOWNMA01267N/AIScholarship Grant$2,25075 PARK ST
WINEGARD ELEMENTARY SCHOOL
7055 WINEGARD RDORLANDOFL32809N/AGOVHydroponic Sustainability Project$1,200
A J Hernandez-Leyva
YALE UNIVERSITYNEW HAVENCT06520N/AIScholarship Grant$2,500PO BOX 208232
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCMI72 Initiative$800
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCMI72 Initiative$1,200
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCIndiana County - PA175 Initiative$400
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCMI72 Initiative$5,000
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCGeneral & Unrestricted$500
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCMI72 Initiative$1,500
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCGrand Rapids Michigan branch$1,000
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCMI260 Initiative$400
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304N/APCGrand Rapids - MI213 Initiative$340
YOUTH ON THEIR OWN
1660 N ALVERNON WAYTUCSONAZ85712N/APCYOTO Program$2,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$728,615TotalGrantOrContriPdDurYrAmt

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$483ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$301,505ExclusionAmt
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$579,158ExclusionAmt
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$881,146ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$881,146TotalIncomeProducingActyAmt

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$1,420,020$1,530,605
DFA INTERNATIONAL CORE EQUITY$1,509,363$2,671,166
DFA INVT DIMENSIONS GROUP INC$1,562,521$4,901,455
EATON VANCE PARMETRIC STRUCTUR$1,485,020$1,652,283
VANGUARD REIT INDEX FD ADMIRAL$410,131$506,541
VANGUARD SF REIT ETF$309,420$1,031,033
VANGUARD TOTAL BOND MARKET IND$2,246,272$2,277,422

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$54,563$54,563
MISCELLANEOUS EXPENSES$336$336
Office Supplies$270$270
State or Local Filing Fees$51$51

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$2,167Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$31,643$31,643
ADMINISTRATIVE SERVICES$40,000$40,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2016CategoryTxt
Amt$13,600Amt