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ANDREW FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ANDREW FAMILY FOUNDATION (EIN 36-3926511)
Tax period
2013-11-01 to 2014-10-31
Filed
2015-06-10
IRS object ID
201531619349100708
Schema version
2013v4.0
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)
Return2015-06-10T13:34:35-05:00ReturnTs
Tax Period End2014-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1
CityLake SuccessCity
StateNYState
ZIP Code11042ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363926511EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Andrew Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% KIM LLUMIQUINGAInCareOfNm
Business Name ControlANDRBusinessNameControlTxt
Phone6024662611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114628 John Humphrey DriveAddressLine1
Address Line2SuiteAddressLine2
CityOrland ParkCity
StateILState
ZIP Code60462ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEdward J Andrew JrPersonNm
Person TitlePresidentPersonTitleTxt
Phone6024662611PhoneNum
Signature2015-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone6024662611PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,270,836FMVAssetsEOYAmt
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$257InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$257InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$334,001DividendsRevAndExpnssAmt
Dividends Net Invst Incm$282,081DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$596,600NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,150,392GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$596,600CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$19,989OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$950,847TotalRevAndExpnssAmt
Total Net Invst Incm$878,938TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$6,400LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$6,400LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$114,676OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$34,676OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$80,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,100TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$2,005TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,005TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$59,588OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$59,588OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$206,769TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,676TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$147,993TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$690,162ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$690,162ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$896,931TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,676TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$838,155TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$53,916ExcessRevenueOverExpensesAmt
Net Investment Income$844,262NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$373,073SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$470,634SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$470,634SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$2,834AcctRcvblBOYAmt
Corporate Stock BOY$9,752,404CorporateStockBOYAmt
Corporate Stock EOY$9,701,593CorporateStockEOYAmt
Corporate Stock EOYFMV$15,790,202CorporateStockEOYFMVAmt
Other Assets EOY$10,000OtherAssetsEOYAmt
Other Assets EOYFMV$10,000OtherAssetsEOYFMVAmt
Total Assets BOY$10,128,311TotalAssetsBOYAmt
Total Assets EOY$10,182,227TotalAssetsEOYAmt
Total Assets EOYFMV$16,270,836TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$10,128,311RetainedEarningBOYAmt
Retained Earning EOY$10,182,227RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,128,311TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,182,227TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,128,311TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,182,227TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,128,311TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$53,916ExcessRevenueOverExpensesAmt
Subtotal$10,182,227SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,182,227TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$4,150,392GrossSalesPriceAmt
Cost Or Other Basis$3,553,792CostOrOtherBasisAmt
Gain Or Loss$596,600GainOrLossAmt
Gains Minus Excess Or Losses$596,600GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$596,600CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$589,646AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,942,740NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03946DistributionYr1Rt
Adjusted Qlfy Distri Yr2$704,298AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$13,941,849NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050517DistributionYr2Rt
Adjusted Qlfy Distri Yr3$758,765AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,281,921NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053128DistributionYr3Rt
Adjusted Qlfy Distri Yr4$586,533AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$13,024,098NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045034DistributionYr4Rt
Adjusted Qlfy Distri Yr5$604,701AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,812,311NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055927DistributionYr5Rt
Total Distribution0.244066TotalDistributionRt
Average Distribution0.048813AverageDistributionRt
Net Vl Noncharitable Assets$16,229,293NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$792,200AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,443NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$800,643AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$848,155QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$8,443InvestmentIncomeExciseTaxAmt
Subtotal$8,443SubtotalAmt
Tax Based On Investment Income$8,443TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,954EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$30,954TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$22,511OverpaymentAmt
Applied To ES Tax$8,500AppliedToESTaxAmt
Refund$14,011RefundAmt

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
Website Address602-385-3267WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KIM LLUMIQUINGABusinessNameLine1
FieldValueIRS element (for citing)
Phone6024662611PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114628 John Humphrey DrAddressLine1
CityOrland ParkCity
StateILState
ZIP Code60462ZIPCode
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Laurel J Andrew
14628 John Humphrey DriveOrland ParkIL60462Treas / Dir1.0$0
William V Andrew
14628 John Humphrey DriveOrland ParkIL60462Dir1.0$0
Edith G Andrew
14628 John Humphrey DriveOrland ParkIL60462Dir1.0$0
Richard G Andrew
14628 John Humphrey DriveOrland ParkIL60462VP / Dir1.0$0
Edward J Andrew Jr
14628 John Humphrey DriveOrland ParkIL60462Pres / Dir1.0$0
Kim Llumiquinga
14628 John Humphrey DriveOrland ParkIL60462Asst Sec / Asst Treas1.0$0
Kathryn A Willett
14628 John Humphrey DriveOrland ParkIL60462Dir / Sec1.0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeService TypeServiceTypeTxtCompensationCompensationAmt
TFO Phoenix Inc
2400 East Arizona Biltmore CirclePhoenixAZ85016Admin/Investment Mgt$114,676
Foundation Source
55 Walls Drive 3rd FloorFAIRFIELDCT06824Administrative$58,593
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$15,798,190AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$676,309AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,941FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,476,440TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,476,440AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$247,147CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,229,293NetVlNoncharitableAssetsAmt
Minimum Investment Return$811,465MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$811,465MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,443TaxBasedOnInvestmentIncomeAmt
Total Tax$8,443TotalTaxAmt
Distributable Before Adj$803,022DistributableBeforeAdjAmt
Distributable Before Ded$803,022DistributableBeforeDedAmt
Distributable As Adjusted$803,022DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$838,155ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$10,000CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$848,155QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$8,443PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$839,712AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$803,022DistributableAsAdjustedAmt
Undistributed Income PY$572,273UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Qualifying Distributions$848,155QualifyingDistributionsAmt
Applied To Year1$572,273AppliedToYear1Amt
Applied To Current Year$275,882AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$527,140UndistributedIncomeCYAmt
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 (154 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
ADVOCATE CHARITABLE FOUNDATION
3075 HIGHLAND PKWY STE 600DOWNERS GROVEIL60515N/APCCharitable Event$1,000
ADVOCATE CHARITABLE FOUNDATION
3075 HIGHLAND PKWY STE 600DOWNERS GROVEIL60515N/APCCharitable Event$1,000
ADVOCATE CHARITABLE FOUNDATION
3075 HIGHLAND PKWY STE 600DOWNERS GROVEIL60515N/APCHelping our patients in Education School Program at Advocate Children's Hospital$20,000
ADVOCATE HEALTH AND HOSPITAL'S CORPORATION
205 W TOUHY STE 225PARK RIDGEIL60453N/APCGeneral & Unrestricted$2,000
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE STE 1700CHICAGOIL60601N/APCGreater Illinois Chicago Chapter$2,500
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016N/APCDPA Theatre Program$1,000
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701N/APCGeneral & Unrestricted$7,500
APPROPRIATE TECHNOLOGY COLLABORATIVE
3796 PLZ DR STE 1EANN ARBORMI48108N/APCProject ODAKNIWA$2,000
APPROPRIATE TECHNOLOGY COLLABORATIVE
3796 PLZ DR STE 1EANN ARBORMI48108N/APCProject Odakniwa$2,000
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85280N/APCGolden Gammage Initiative$20,000
AUSTIN CREEK PARENTS CLUB INC
1480 SNOWY EGRET DRSANTA ROSACA95409N/APCCharitable Event$250
BENET ACADEMY
2200 MAPLE AVELISLEIL60532N/APCAnnual Fund$1,000
BLUE CAP FOUNDATION INC
2155 BROADWAY STBLUE ISLANDIL60406N/APCGeneral & Unrestricted$2,500
BLUE ISLAND CITIZENS FOR PERSONS WITH DEVELOPMENTA
2155 BROADWAY STBLUE ISLANDIL60406N/APCMusic Therapy for Children Program$5,000
BRIDGE TEEN CENTER NFP
15555 S 71ST COURTORLAND PARKIL60462N/APCGeneral & Unrestricted$2,750
BRIDGE TEEN CENTER NFP
15555 S 71ST COURTORLAND PARKIL60462N/APCCharitable Event$500
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVEPHOENIXAZ85012N/APCMen of 2014 Campaign$40,000
BROWN UNIVERSITY OF PROVIDENCE
CAMPUS BOX 1911 164 ANGELL STPROVIDENCERI02912N/APCAbhishek Sharma Scholarship Fund$2,500
CALVIN COLLEGE
3201 BURTON ST SEGRAND RAPIDSMI49546N/APCDice Mineralogical Museum Program$5,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCGeneral & Unrestricted$5,250
CHALLENGER CENTER FOR SPACE SCIENCE EDUCATION
422 1ST ST SE 3RD FL STEWASHINGTONDC20003N/APCGeneral & Unrestricted$1,000
CHICAGO AREA MOUNTAIN BIKERS INC
336 PATRICIA LNBARTLETTIL60103N/APCEquipment Trailer$1,000
CHICAGO LIGHTS
126 E CHESTNUT STCHICAGOIL60611N/APCCity Lights Summer Day Program$500
CHICAGO ZOOLOGICAL SOCIETY
3300 GOLF RDBROOKFIELDIL60513N/APCGeneral & Unrestricted$500
CLASSICAL KIDS MUSIC EDUCATION NFP
5611 N WAYNE AVECHICAGOIL60660N/APC"Beethoven Lives Upstairs" concert production$2,500
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCGeneral & Unrestricted$5,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCAnnual Fund$5,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCThe Wooster Fund supporting the Area of Greatest Need$1,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCWooster Fund$3,300
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCEdward J. Andrew Fellowships Program$31,980
DALLAS SYMPHONY ASSOCIATION INC
2301 FLORA ST STE 300DALLASTX75201N/APCGeneral & Unrestricted$500
DAVIS & ELKINS COLLEGE
1OO CAMPUS DRELKINSWV26241N/APCD&E Fund$200
DIAN FOSSEY GORILLA FUND
800 CHEROKEE AVEATLANTAGA30315N/APCGeneral & Unrestricted$500
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCGeneral & Unrestricted$2,750
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCYouthworks Program$1,000
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCPatents Pending Science Explorations Exhibit$20,000
DOMINICAN SISTERS OF CHICAGO ROSARY HILL HOME
9000 W 81ST STJUSTICEIL60458N/APCGeneral & Unrestricted$500
DREAMS FOR KIDS INC
1420 N ST NW APT 812WASHINGTONDC20005N/APCGeneral & Unrestricted$500
ELIM CHRISTIAN SERVICES
13020 S CENTRAL AVEPALOS HEIGHTSIL60463N/APCGeneral & Unrestricted$500
FIRST BAPTIST CHURCH OF DOWNERS GROVE
929 MAPLE AVEDOWNERS GROVEIL60515N/APCComputer lab improvements at Downers Grove Christian School$6,500
FORGET ME NOT CHILDRENS SERVICES
PO BOX 1296SANTA ROSACA95402N/APCGeneral & Unrestricted$2,300
FOUNDATION FOR AN INDEPENDENT TOMORROW
1931 STELLA LAKE STLAS VEGASNV89106N/APCGeneral & Unrestricted$1,500
FOURTH PRESBYTERIAN CHURCH OF CHICAGO
126 E CHESTNUT STCHICAGOIL60611N/APCGeneral & Unrestricted$5,000
FOURTH PRESBYTERIAN CHURCH OF CHICAGO
126 E CHESTNUT STCHICAGOIL60611N/APCCelebrating the Life & Legacy of Dana Ferguson Myers Program$1,000
FREE ARTS FOR ABUSED CHILDREN OF ARIZONA
103 W HIGHLAND AVE STE 200PHOENIXAZ85013N/APCGeneral & Unrestricted$750
GENEVA AREA FOUNDATION
PO BOX 71LAKE GENEVAWI53147N/APCFriend of the Hall Fund$250
GENEVA LAKE ASSOCIATION INC
PO BOX 412LAKE GENEVAWI53147N/APCGeneral & Unrestricted$250
GENEVA LAKE ENVIRONMENTAL AGENCY
PO BOX 914WILLIAMS BAYWI53191N/APCGeneral & Unrestricted$500
GENEVA LAKE WATER SAFETY COMM INC
PO BOX 548WILLIAMS BAYWI53191N/APCGeneral & Unrestricted$1,000
GIFT OF HOPE ORGAN & TISSUE DONOR NETWORK
425 SPRING LAKE DRITASCAIL60143N/APCGeneral & Unrestricted$2,500
GREAT ARIZONA PUPPET THEATER INC
302 W LATHAM STPHOENIXAZ85003N/APCGeneral & Unrestricted$250
GREAT ARIZONA PUPPET THEATER INC
302 W LATHAM STPHOENIXAZ85003N/APCIMAGINE THIS Program$4,000
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCGeneral & Unrestricted$300
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCFine Arts Division$500
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCBuilding Community Campaign$7,500
GREENHILL SCHOOL
4141 SPRING VALLEY RDADDISONTX75001N/APCScholarship Fund$1,000
HOPE FOR HAITI INC
1021 5TH AVE NNAPLESFL34102N/APCRobert E. Hord Emergency Medical Fund$10,000
ILLINOIS INSTITUTE OF TECHNOLOGY
3424 S STATE STCHICAGOIL60616N/APCAaron Grudowski Scholarship Fund$2,250
INTERNATIONAL MOUNTAIN BICYCLING ASSOCIATION
PO BOX 7578BOULDERCO80306N/APCAnnual Fund - Great Lakes Region$100
INTONATION MUSIC WORKSHOP
2324 W CORTEZ STCHICAGOIL60622N/APCGeneral & Unrestricted$500
INTONATION MUSIC WORKSHOP
2324 W CORTEZ STCHICAGOIL60622N/APCCharitable Event$500
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/APCJuniata Scholarship Fund$1,000
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/APCMen's Volleyball Program$500
KITCHEN ON THE STREET INC
2103 W PARKSIDE LNPHOENIXAZ85027N/APCGeneral & Unrestricted$300
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCKnox Fund$5,000
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCAlumni Hall Project$5,000
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/APCConservatory of Music Division$1,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/APCE. Dane Purdo 2014 Memorial Scholarship Fund$500
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/APCLawrence Fund$6,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/APCLawrence Fund supporting the Area of Greatest Need$1,000
LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
16451 HEALTH PARK COMMONS DR STE 20FT MYERSFL33908N/APCBarbara's Friends Fund$2,000
MEADOWS SCHOOL
8601 SCHOLAR LNLAS VEGASNV89128N/APCGeneral & Unrestricted$750
MIRACLE LEAGUE OF LAS VEGAS
9813 MOON VALLEY PLLAS VEGASNV89134N/APCGeneral & Unrestricted$400
MISSION POSSIBLE
63 S BROADWAYAURORAIL60505N/APCDental Program$500
MUSEUM OF SCIENCE AND INDUSTRY
5700 S LAKE SHORE DRCHICAGOIL60637N/APCGeneral & Unrestricted$500
NATIONAL CORVETTE MUSEUM FOUNDATION INC
350 CORVETTE DRBOWLING GREENKY42101N/APCGeneral & Unrestricted$1,000
NATIONAL PUBLIC RADIO INC
1111 N CAPITOL ST NEWASHINGTONDC20002N/APCGeneral & Unrestricted$550
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCGeneral & Unrestricted$2,000
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCCharitable Event$1,000
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCCharitable Event$500
NAZARETH ACADEMY
1209 W OGDEN AVELA GRANGE PARKIL60526N/APCParent Pledge Initiative$2,000
NEIGHBORHOOD HEALTH CLINIC INC
121 GOODLETTE RD NNAPLESFL34102N/APCDiabetes Program$2,000
NEVADA MILITARY SUPPORT ALLIANCE
985 DAMONTE RANCH PKWY STE 310RENONV89521N/APCFisher House construction Project$1,000
NEVADA SCHOOL OF THE ARTS
401 S 4TH ST STE 125LAS VEGASNV89101N/APCGeneral & Unrestricted$1,250
NEW MOMS INC
5317 W CHICAGO AVECHICAGOIL60651N/APCAcademy of Professional Development$5,000
NORTH CENTRAL COLLEGE
30 N BRAINARD STNAPERVILLEIL60540N/APCAnnual Fund$1,000
NORTHWESTERN UNIVERSITY
1201 DAVIS ST 3RD FLEVANSTONIL60208N/APCEducation & Social Policy Annual Fund$1,000
r Schieber
1801 Hinman AveEVANSTONIL60208NoneScholarship Grant$4,000
r schieber
1801 Hinman AveEVANSTONIL60208NoneScholarship Grant$1,833
r bourret
1801 HINMAN AVEEVANSTONIL60208NoneScholarship Grant$4,833
r khakhkar
1801 hinman aveevanstonIL60208NoneScholarship Grant$3,250
PANGEA EDUCATIONAL DEVELOPMENT GROUP
4636 N RAVENSWOOD STE 207CHICAGOIL60640N/APCGeneral & Unrestricted$1,000
PLANETARY SOCIETY
85 S GRAND AVEPASADENACA91105N/APCGeneral & Unrestricted$500
PLANETARY SOCIETY
85 S GRAND AVEPASADENACA91105N/APCCarl Sagan Fund for the future$500
PLANNED PARENTHOOD GREATER MEMPHIS REGION INC
2430 POPLAR AVE STE 100MEMPHISTN38112N/APCGeneral & Unrestricted$650
PLANNED PARENTHOOD OF ALBUQUERQUE INC
7155 E 38TH AVEDENVERCO80207N/APCGeneral & Unrestricted$1,000
PLANNED PARENTHOOD OF ILLINOIS
18 S MICHIGAN AVE 6TH FLRCHICAGOIL60603N/APCGeneral & Unrestricted$350
POMONA COLLEGE
150 E 8TH ST PENDLETON BLDG 108CLAREMONTCA91711N/APCGeneral & Unrestricted$5,000
C Marquez
President and fellows of Harvard CoCAMBRIDGEMA02138noneScholarship Grant$2,500953 SMITH CAMPUS CENTER 1350 MASSA
D Dyrda
Princeton University BOX 5357PRINCETONNJ08543noneScholarship Grant$3,250
D Dyrda
PRINCETON UNIVERSITY BOX 5357PRINCETONNJ08543noneScholarship Grant$2,750
READING IN MOTION
65 E WACKER PL STE 1800CHICAGOIL60601N/APCGeneral & Unrestricted$3,200
READING IN MOTION
65 E WACKER PL STE 1800CHICAGOIL60601N/APCthree year leadership initiative$50,000
READING IN MOTION
65 E WACKER PL STE 1800CHICAGOIL60601N/APCto support the hiring of a Director of New School Partnerships$50,000
REEF ENVIRONMENTAL EDUCATION FOUNDATION INC
PO BOX 0246KEY LARGOFL33037N/APCGeneral & Unrestricted$250
RESTORATION MINISTRIES INC
253 E 159TH STHARVEYIL60426N/APCGeneral & Unrestricted$500
RJ SANDERS MEMORIAL FUND
8018 45TH STLYONSIL60534N/APCCharitable Event$500
RONALD MCDONALD HOUSE CHARITIES OF MEMPHIS INC
535 ALABAMA AVEMEMPHISTN38105N/APCGeneral & Unrestricted$500
ROSIES HOUSE A MUSIC ACADEMY FOR CHILDREN INC
PO BOX 13446PHOENIXAZ85002N/APCGeneral & Unrestricted$300
SAFE HUMANE
PO BOX 7342CHICAGOIL60680N/APCGeneral & Unrestricted$2,400
SAFE HUMANE
PO BOX 7342CHICAGOIL60680N/APCCourt Case Dogs Program$1,500
SAFE HUMANE
PO BOX 7342CHICAGOIL60680N/APCYouth Leadership: Lifetime Bonds Program$8,000
SANTA FE SYMPHONY ORCHESTRA & CHORUS INC
PO BOX 9692SANTA FENM87504N/APCGeneral & Unrestricted$1,000
SCHOOL YEAR ABROAD INC
120 WATER ST STE 310NORTH ANDOVERMA01845N/APCGeneral & Unrestricted$400
SHEDD AQUARIUM SOCIETY
1200 S LAKE SHORE DRCHICAGOIL60605N/APCBeluga Whale Program$500
SOLDIER SOCKS INC
1127 HIGH RIDGE RD NO 124STAMFORDCT06905N/APCEkso units for soldiers$500
SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/APCathletic boosters Program$2,000
SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/APCSTEM Remodeling & Implementation Project$15,000
SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/APCGeneral fund & athletic department$3,000
SPREAD THE WORD NEVADA
1065 AMERICAN PACIFIC DR NO 160HENDERSONNV89074N/APCBooks & Buddies Program$25,000
ST BARNABAS ENDOWMENT FOUNDATION
10134 S LONGWOOD DRCHICAGOIL60643N/APCRed Tag Christmas Program$500
ST MICHAEL'S SCHOOL
14355 HIGHLAND AVEORLAND PARKIL60462N/APCGeneral & Unrestricted$1,000
A King
355 GALVEZ ST MONTAG HALLSTANFORDCA94305noneScholarship Grant$4,833
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCLive Fund A Need Environmental Education Programs Initiative$25,000
THE EDIBLE SCHOOLYARD PROJECT - DBA CHEZ PANISSE F
1517 SHATTUCK AVEBERKELEYCA94709N/APCGeneral & Unrestricted$650
THE ENVIRONMENTAL EDUCATION FOUNDATION INC
PO BOX 244FONTANAWI53125N/APCEnvironmental Education Scholarship Fund$100
TRINITY CHRISTIAN COLLEGE ASSOCIATION
6601 W COLLEGE DRPALOS HEIGHTSIL60463N/APCGeneral & Unrestricted$500
TRUSTEES OF PRINCETON UNIVERSITY
330 ALEXANDER STPRINCETONNJ08540N/APCMorgan McKinzie '93 Men's Volleyball Fund$5,500
UNITED METHODIST CHURCH & ITS AFFILIATED ORGANizat
PO BOX 9068NEW YORKNY10087N/APCTyphoon Haiyan Disaster Response Fund$10,000
UNITED STATES CONFERENCE OF CATHOLIC BISHOPS
3211 4TH ST NEWASHINGTONDC20017N/APCSt. Michael School in Orland Park, IL - Techonology Resources Fund$2,500
UNIVERSITY OF CHICAGO
1427 E 60TH ST STE 120CHICAGOIL60637N/APCGeneral & Unrestricted$300
UNIVERSITY OF CHICAGO
1427 E 60TH ST STE 120CHICAGOIL60637N/APCUniversity Fund$10,000
m veldman
1115 E 58TH STCHICAGOIL60637noneScholarship Grant$4,833
UNIVERSITY OF MIAMI
PO BOX 248073CORAL GABLESFL33124N/APCGeneral & Unrestricted$250
UNIVERSITY OF MIAMI
PO BOX 248073CORAL GABLESFL33124N/APCCollege of Engineering Division$5,000
a sharma
1000 ASP AVENORMANOK73019noneScholarship Grant$2,500
UNIVERSITY OF UTAH - ARTSBRIDGE
375 S 1530 E RM 250SALT LAKE CITYUT84112N/APCArtsBridge Project$40,000
VALLEY YOUTH THEATRE
807 N 3RD STPHOENIXAZ85004N/APCGeneral & Unrestricted$300
VALLEY YOUTH THEATRE
807 N 3RD STPHOENIXAZ85004N/APC25th Anniversary Season and Literacy and the Arts Program$10,000
VELOSTREET INC
PO BOX 5873SANTA ROSACA95402N/APCFesta Fund A Need Part #1$2,500
VELOSTREET INC
PO BOX 5873SANTA ROSACA95402N/APCCharitable Event$1,000
VELOSTREET INC
PO BOX 5873SANTA ROSACA95402N/APCCharitable Event$3,000
VICKERY MEADOW LEARNING CENTER
4144 N CENTRAL EXPY STE 702DALLASTX75204N/APCVMLC Adult and Child Literacy Program$5,000
VICKERY MEADOW LEARNING CENTER
4144 N CENTRAL EXPY STE 702DALLASTX75204N/APCCharitable Event$2,500
VMSN INC
4770 HARRISON DRLAS VEGASNV89121N/APCGeneral & Unrestricted$500
C Krull
ONE BROOKINGS DR CAMPUS BOX 1041ST LOUISMO63130noneScholarship Grant$2,250
E Mueller
ONE BROOKINGS DR CAMPUS BOX 1041ST LOUISMO63130noneScholarship Grant$5,000
WATERFORD INSTITUTE INC
1590 E 9400 SSANDYUT84093N/APC"Camp Consonant" Sequencer for Individualized Reading Remediation$45,000
WESTERN FOLKLIFE CENTER
501 RAILROAD STELKONV89801N/APCGeneral & Unrestricted$500
XAVIER COLLEGE PREPARATORY
4710 N 5TH STPHOENIXAZ85012N/APCGeneral & Unrestricted$2,000
A J Hernandez-Leyva
PO BOX 208232NEW HAVENCT06520noneScholarship Grant$5,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCGrand Rapids Michigan Chapter$1,000
YOUNG WOMENS LEADERSHIP CHARTER SCHOOL OF CHICAGO
2641 S CALUMET AVECHICAGOIL60616N/APCLeadership Circle Fund$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$690,162TotalGrantOrContriPdDurYrAmt

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$257ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$334,001ExclusionAmt
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$596,600ExclusionAmt
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$19,989ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$950,847ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$950,847TotalIncomeProducingActyAmt

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$1,150,000$1,327,867
DFA INTERNATIONAL CORE EQUITY$1,629,832$2,967,290
DFA INVT DIMENSIONS GROUP INC$1,812,360$5,734,761
EATON VANCE PARMETRIC STRUCTUR$1,700,020$1,485,390
VANGUARD INTERMEDIATE TERM TA$2,372,941$2,426,611
VANGUARD REIT INDEX FD ADMIRAL$727,020$852,181
VANGUARD SF REIT ETF$309,420$996,102

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryDocument Review/DraftingCategoryTxt
Legal Fees$6,400LegalFeesAmt
Disbursements Charitable Prps$6,400DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBUST OF V.J.ANDREW-IN PROGRESSDesc
EOY Book Value$10,000EOYBookValueAmt
EOYFMV$10,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$58,593$58,593
MISCELLANEOUS EXPENSES$250$250
Office Supplies$694$694
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$19,989RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$34,676$34,676
ADMINISTRATIVE SERVICES$80,000$80,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2014CategoryTxt
Amt$24,100Amt