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ANDREW FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANDREW FAMILY FOUNDATION (EIN 36-3926511)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-03-14
IRS object ID
202500739349101005
Schema version
2023v6.0
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)
Return2025-03-14T10:14:12-04:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

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 ANDREW JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-03-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,743,990FMVAssetsEOYAmt
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$6,051InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,051InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$460,782DividendsRevAndExpnssAmt
Dividends Net Invst Incm$460,782DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$257,514NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$330,195GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$257,514CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,452OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,452OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$726,799TotalRevAndExpnssAmt
Total Net Invst Incm$726,799TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$100,660OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,660OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$60,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,645TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$57,860OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$57,860OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$165,165TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,660TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$117,860TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$730,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$730,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$895,315TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,660TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$848,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$168,516ExcessRevenueOverExpensesAmt
Net Investment Income$686,139NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$261,748SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$200,023SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$200,023SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,440,228CorporateStockBOYAmt
Corporate Stock EOY$8,333,437CorporateStockEOYAmt
Corporate Stock EOYFMV$19,543,967CorporateStockEOYFMVAmt
Total Assets BOY$8,701,976TotalAssetsBOYAmt
Total Assets EOY$8,533,460TotalAssetsEOYAmt
Total Assets EOYFMV$19,743,990TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$8,701,976RetainedEarningBOYAmt
Retained Earning EOY$8,533,460RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,701,976TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,533,460TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,701,976TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,533,460TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,701,976TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$168,516ExcessRevenueOverExpensesAmt
Subtotal$8,533,460SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,533,460TotNetAstOrFundBalancesEOYAmt

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$330,195GrossSalesPriceAmt
Cost Or Other Basis$72,681CostOrOtherBasisAmt
Gain Or Loss$257,514GainOrLossAmt
Gains Minus Excess Or Losses$257,514GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$257,514CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,537InvestmentIncomeExciseTaxAmt
Subtotal$9,537SubtotalAmt
Tax Based On Investment Income$9,537TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,937ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$9,537TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt

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 FundYes (true)DonorAdvisedFundInd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Laurel J Andrew
14628 John Humphrey DriveOrland ParkIL60462Treas, Dir1.0$0$0$0
William V Andrew
14628 John Humphrey DriveOrland ParkIL60462Dir1.0$0$0$0
Edith G Andrew
14628 John Humphrey DriveOrland ParkIL60462Dir1.0$0$0$0
Richard G Andrew
14628 John Humphrey DriveOrland ParkIL60462Dir, VP1.0$0$0$0
Edward J Andrew Jr
14628 John Humphrey DriveOrland ParkIL60462Dir, Pres1.0$0$0$0
Kim Llumiquinga
14628 John Humphrey DriveOrland ParkIL60462Assistant Sec, Assistant Treas1.0$0$0$0
Kathryn A Willett
14628 John Humphrey DriveOrland ParkIL60462Dir, Sec1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
TFO Family Office Partners Inc
5060 North 40th Street Suite 200PhoenixAZ85018Invest Mgmt+Admn Svc$100,660
Foundation Source
55 Walls Drive 3rd FlFairfieldCT06824Administrative$57,834
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,934,638AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$270,710AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,205,348TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,205,348AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$288,080CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,917,268NetVlNoncharitableAssetsAmt
Minimum Investment Return$945,863MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$945,863MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,537TaxBasedOnInvestmentIncomeAmt
Total Tax$9,537TotalTaxAmt
Distributable Before Adj$936,326DistributableBeforeAdjAmt
Distributable Before Ded$936,326DistributableBeforeDedAmt
Distributable As Adjusted$936,326DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$848,010ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$848,010QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$936,326DistributableAsAdjustedAmt
Undistributed Income PY$842,194UndistributedIncomePYAmt
Qualifying Distributions$848,010QualifyingDistributionsAmt
Applied To Year1$842,194AppliedToYear1Amt
Applied To Current Year$5,816AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$930,510UndistributedIncomeCYAmt
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 (148 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
412 FOOD RESCUE INC
6140 STA STPITTSBURGHPA15206N/APCFood Rescue Hero$100,000
ADVOCATE CHARITABLE FOUNDATION
2025 WINDSOR DROAK BROOKIL60523N/APCAndrew Family Resource Center at Advocate Children's Hospital$2,000
ADVOCATE CHARITABLE FOUNDATION
2025 WINDSOR DROAK BROOKIL60523N/APCVisionary in Health$1,000
AFRICAN PARKS FOUNDATION OF AMERICA
2020 PENNSYLVANIA AVE NW 254WASHINGTONDC20006N/APCGeneral & Unrestricted$1,000
ALPHA PHI FOUNDATION INC
PO BOX 7410667CHICAGOIL60674N/APCGeneral & Unrestricted$100
ARIZONA COMMUNITY FOUNDATION
2201 E CAMELBACK RD STE 405BPHOENIXAZ85016N/APCBarklee Fund$10,000
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85281N/APCGammage VIP Club$3,000
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85281N/APCRonald E Youngberg Scholarship Fund$600
ARTS FOR ALL INC
1115 BROADWAY 12TH FLNEW YORKNY10010N/APCGeneral & Unrestricted$1,000
BEHAVIORAL IDEAS LAB INC
60 BROAD ST FL 24NEW YORKNY10004N/APCGeneral & Unrestricted$250
BRAVE SPACE ALLIANCE
1515 E 52ND PL 3RD FLCHICAGOIL60615N/APCGeneral & Unrestricted$1,000
BRIDGE TEEN CENTER NFP
15555 S 71ST COURTORLAND PARKIL60462N/APCTHE FRANKFORT PROJECT$2,450
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVEPHOENIXAZ85012N/APCGeneral & Unrestricted$600
CAFE MOMENTUM
1510 PACIFIC AVEDALLASTX75201N/APCCafe Momentum Academy at the Cafe Momentum Internship$7,500
CALVIN UNIVERSITY
3201 BURTON ST SEGRAND RAPIDSMI49546N/APCGeneral & Unrestricted$3,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCAndrew Family Foundation scholarship Fund$5,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCGeneral & Unrestricted$1,000
CHALLENGER CENTER FOR SPACE SCIENCE EDUCATION
750 FIRST ST NE STE 1050WASHINGTONDC20002N/APCGeneral & Unrestricted$2,500
CHICAGO FOOD RESCUE
2426 W DAKIN ST APT 2CHICAGOIL60618N/APCGeneral & Unrestricted$127,300
CHICAGO FREEDOM SCHOOL
719 S STATE ST 4TH FLOORCHICAGOIL60605N/APCGeneral & Unrestricted$1,000
CHICAGO FURNITURE BANK INC
4801 S WHIPPLE STCHICAGOIL60632N/APCGeneral & Unrestricted$200
CHICAGO VOLUNTEER DOULAS INC
PO BOX 5851CHICAGOIL60680N/APCGeneral & Unrestricted$500
CHUCK GARDNER BOWL4LIFE SCHOLARSHIP FOUNDATION
93 WINDY COVE LNRIDGEWAYSC29130N/APCGeneral & Unrestricted$2,000
CITY FRUIT
4000 AURORA AVE N STE 123SEATTLEWA98103N/APCGeneral & Unrestricted$500
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCWooster Annual Fund$1,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCWooster Annual Fund$5,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCGeneral & Unrestricted$8,900
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCEdward J. Andrew Fellowships$22,700
COLLIER COMMUNITY FOUNDATION INC
1110 PINE RIDGE RD STE 200NAPLESFL34108N/APCGlenview Scholarship Fund$2,700
COMMUNITY EMPOWERMENT NFP
8 MILBURN PARKEVANSTONIL60201N/APCSurgical Team Support$10,000
CONSOLIDATED HIGH SCHOOL DISTRICT NO 230 NOT FOR P
15100 S 94TH AVEORLAND PARKIL60462N/APCDistrict 230 Teacher Grants$5,000
COUNCIL ON THE ENVIRONMENT INC
100 GOLD ST STE 3300NEW YORKNY10038N/APCGeneral & Unrestricted$500
CREATIVE NETWERK
PO BOX 22960SANTA BARBARACA93121N/APCCreative Netwerk's Chicago Dance Cultural Education in Chicago$5,000
CURE VIOLENCE GLOBAL
100 N LA SALLE ST STE 1800CHICAGOIL60602N/APCGeneral & Unrestricted$250
DANCE INSTITUTE OF WASHINGTON INC
3400 14TH ST NWWASHINGTONDC20010N/APCDIW's Holistic, Equitable Dance Training, Education, and Cultural Arts Performances$10,000
DEVELOPING ARTISTS THEATER COMPANY INC
22 E 30TH STNEW YORKNY10016N/APCPerforming Arts Institute$5,000
DIAPER BANK OF GREATER CLEVELAND
12200 FAIRHILL RDCLEVELANDOH44120N/APCGeneral & Unrestricted$4,000
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCSupport Youthworks$1,000
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCGeneral & Unrestricted$1,500
DOLPHIN RESEARCH CENTER INC
58901 OVERSEAS HWYGRASSY KEYFL33050N/APCGeneral & Unrestricted$2,500
ELIM CHRISTIAN SERVICES
13020 S CENTRAL AVECRESTWOODIL60418N/APCPlayground campaign$750
ELIM CHRISTIAN SERVICES
13020 S CENTRAL AVECRESTWOODIL60418N/APCCharitable Event$1,000
ELITE YOUTH TOUR
2917 S HILLOCK AVECHICAGOIL60608N/APCGeneral & Unrestricted$3,000
EVERY MOTHER COUNTS
333 HUDSON ST RM 1006NEW YORKNY10013N/APCGeneral & Unrestricted$600
FIRST POINT VOLLEYBALL FOUNDATION
10880 WILSHIRE BLVD STE 1101LOS ANGELESCA90024N/APCSupport of the Fist Point/ESPN UMES Documentary$10,000
FIRST PRESBYTERIAN CHURCH OF NAPLES
250 SIXTH ST SOUTHNAPLESFL34102N/APCGeneral & Unrestricted$4,500
FIRST PRESBYTERIAN CHURCH OF SANTA FE
208 GRANT AVESANTA FENM87501N/APCGrowing The Beloved Community Campaign$4,200
FOOD RECOVERY NETWORK INC
1012 14TH ST NW STE 903WASHINGTONDC20005N/APCNational Student-Driven Food Recovery Programs$7,500
FOOTHILLS EDUCATIONAL FOUNDATION
4515 E MUIRWOOD DRPHOENIXAZ85048N/APCGeneral & Unrestricted$600
FOUNDATION FOR AN INDEPENDENT TOMORROW
1931 STELLA LAKE STLAS VEGASNV89106N/APCGeneral & Unrestricted$1,000
FRIENDS OF SUDER ELEMENTARY SCHOOL
2022 W WASHINGTON BLVDCHICAGOIL60612N/APCGeneral & Unrestricted$1,000
GARFIELD PARK CONSERVATORY ALLIANCE
300 N CENTRAL PARK AVECHICAGOIL60624N/APCGeneral & Unrestricted$100
GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVAD
401 S MARYLAND PKWYLAS VEGASNV89101N/APCGeneral & Unrestricted$500
GENEVA LAKE CONSERVANCY INC
PO BOX 588FONTANAWI53125N/APCGeneral & Unrestricted$500
GENEVA LAKE ENVIRONMENTAL AGENCY
PO BOX 914WILLIAMS BAYWI53191N/AGOVGeneral & Unrestricted$500
GENEVA LAKE WATER SAFETY COMM INC
PO BOX 548WILLIAMS BAYWI53191N/APCGeneral & Unrestricted$1,500
GIRLFORWARD
6263 N CLARK STCHICAGOIL60660N/APCGeneral & Unrestricted$500
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLCHICAGOIL60632N/APCCharitable Event$500
H FOUNDATION
60 S LA GRANGE RDLA GRANGEIL60525N/APCCharitable Event$500
HABITAT FOR HUMANITY CHICAGO
1100 W CERMAK RD STE 404CHICAGOIL60608N/APCCharitable Event$5,000
HABITAT FOR HUMANITY CHICAGO
1100 W CERMAK RD STE 404CHICAGOIL60608N/APCCharitable Event$5,000
HABITAT FOR HUMANITY CHICAGO
1100 W CERMAK RD STE 404CHICAGOIL60608N/APCCharitable Event$500
HABITAT FOR HUMANITY CHICAGO
1100 W CERMAK RD STE 404CHICAGOIL60608N/APCCharitable Event$5,000
HANDS ON NEW ORLEANS
4035 WASHINGTON AVENEW ORLEANSLA70125N/APCTruck/vehicle purchase$6,000
HAWAII COMMUNITY FOUNDATION
827 FORT ST MALLHONOLULUHI96813N/APCGeneral & Unrestricted$500
HUNTINGTONS DISEASE SOCIETY OF AMERICA
16 BEECH STSTANHOPENJ07874N/APCGeneral & Unrestricted$250
ICCF COMMUNITY HOME
415 MARTIN LUTHER KING JR ST SE 10GRAND RAPIDSMI49507N/APCGeneral & Unrestricted$500
R S Mammarappallil
ILLINOIS INSTITUTE OF TECHNOLOGYCHICAGOIL60677NONEISCHOLARSHIP GRANT$5,0007565 SOLUTION CENTER
INTERNATIONAL MOUNTAIN BICYCLING ASSOCIATION
PO BOX 20280BOULDERCO80308N/APCTrail Accelerator Grant$5,000
INTONATION MUSIC WORKSHOP
4434 S LAKE PARK AVE STE 110CHICAGOIL60653N/APCGeneral & Unrestricted$2,500
INWARD BOUND MINDFULNESS EDUCATION INC
878 WASHINGTON STATTLEBOROMA02703N/APCTeen Mindfulness & Wilderness Retreats$5,000
JACOBS HOPE INC
1150 N COUNTRY CLUB DR STE 12MESAAZ85201N/APCGeneral & Unrestricted$2,200
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/APCDay of Giving$1,900
JUST ONE INTERNATIONAL INC
168 AMBLESIDE RDDES PLAINESIL60016N/APCMiddle School Scholarship Fund$5,000
KITCHEN ON THE STREET INC
17423 N LINDGREN AVESUN CITYAZ85373N/APCGeneral & Unrestricted$600
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCKnox Fund$5,000
LAS VEGAS PHILHARMONIC
10161 PARK RUN DR STE 150LAS VEGASNV89145N/APCGeneral & Unrestricted$1,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCMark Burstein Professorship in Global and Public Health$2,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCThe Lawrence Fund$2,500
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCDeferred Maintenance$5,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCConservatory of music scholarship fund$2,400
LEGAL AID CENTER OF SOUTHERN NEVADA INC
725 E CHARLESTON BLVDLAS VEGASNV89104N/APCGeneral & Unrestricted$150
LIBERTY WILDLIFE INC
2600 E ELWOOD STPHOENIXAZ85040N/APCGeneral & Unrestricted$500
MEADOWS SCHOOL
8601 SCHOLAR LNLAS VEGASNV89128N/APCGeneral & Unrestricted$2,250
MIDWEST ACCESS COALITION
PO BOX 408363CHICAGOIL60640N/APCGeneral & Unrestricted$1,000
MILL CITY GROWS INC
650 SUFFOLK ST STE G10LOWELLMA01854N/APCGeneral & Unrestricted$500
MOMENTUM-EXCELLENCE INC
538 E TOWN ST STE CCOLUMBUSOH43215N/APCGeneral & Unrestricted$500
NATIONAL CORVETTE MUSEUM FOUNDATION INC
350 CORVETTE DRBOWLING GREENKY42101N/APCGeneral & Unrestricted$1,500
NATIONAL GHOST RANCH FOUNDATION INC
280 PRIVATE DR 1708ABIQUIUNM87510N/APCCapital Campaign$3,500
NATIONAL GHOST RANCH FOUNDATION INC
280 PRIVATE DR 1708ABIQUIUNM87510N/APCRanch & Environmental Sustainability and Community Initiatives$30,000
NATIONAL NETWORK OF ABORTION FUNDS
9450 SW GEMINI DR PMB 16009BEAVERTONOR97008N/APCGeneral & Unrestricted$1,000
NEIGHBORHOOD HEALTH CLINIC INC
88 12TH ST N UNIT 100NAPLESFL34102N/APCGeneral & Unrestricted$1,000
NEW MOMS INC
5317 W CHICAGO AVECHICAGOIL60651N/APCGeneral & Unrestricted$2,000
NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION
PO BOX 95ROOTSTOWNOH44272N/APCGeneral & Unrestricted$1,200
OCEAN CONSERVANCY INC
1300 19TH ST NW 8TH FLOORWASHINGTONDC20036N/APCGeneral & Unrestricted$500
OSAMEQUIN FARM INC
80 WALNUT STSEEKONKMA02771N/APCYouth Apprenticeship Acceleration Program$5,000
P E O FOUNDATION
3700 GRAND AVEDES MOINESIA50312N/APCthe ELF Fund$1,000
PALESTINE CHILDRENS RELIEF FUND
PO BOX 861716LOS ANGELESCA90086N/APCGeneral & Unrestricted$1,250
PEOPLES ANIMAL WELFARE SOCIETY
8301 191ST STTINLEY PARKIL60487N/APCGeneral & Unrestricted$1,000
PLANNED PARENTHOOD ARIZONA INC
4751 N 15TH STPHOENIXAZ85014N/APCGeneral & Unrestricted$1,000
POMONA COLLEGE
150 E 8TH STCLAREMONTCA91711N/APCGeneral & Unrestricted$8,500
PRESBYTERIAN CHURCH USA A CORP
100 WITHERSPOON STLOUISVILLEKY40202N/APCPresbyterian Publishing Corporation, 2nd Century Campaign$2,000
PRESBYTERIAN CHURCH USA A CORP
100 WITHERSPOON STLOUISVILLEKY40202N/APCPCUSA PDA Response to Hurricane Helene$10,000
PROJECT 150
3600 N RANCHO DRLAS VEGASNV89130N/APCGeneral & Unrestricted$500
PROJECT MARILYN
3840 S JONES BLVDLAS VEGASNV89103N/APCGeneral & Unrestricted$1,000
RAPE RESPONSE INC
PO BOX 2883GAINESVILLEGA30503N/APCSexual Violence Prevention Education: Let's Talk - Healthy Relationships$2,500
RED BARN FARMS
1200 RED BARN WAYFARMINGTONUT84025N/APCGeneral & Unrestricted$2,000
RETHINK FOOD USA INC
75 BROAD ST RM 707NEW YORKNY10004N/APCGeneral & Unrestricted$500
ROCKY MOUNTAIN PLANNED PARENTHOOD INC
719 SAN MATEO BLVD NEALBUQUERQUENM87108N/APCHealth Center Campaign$4,000
SANTA FE DESERT CHORALE
311 E PALACE AVESANTA FENM87501N/APCAnnual Fund, General & Unrestricted$1,000
SAVE THE CHIMPS INC
16891 CAROLE NOON LNFORT PIERCEFL34945N/APCGeneral & Unrestricted$2,000
SMART LOVE PARENTING CENTER
2222 N KEDZIE BLVDCHICAGOIL60647N/APCSmart Love Preschool$1,000
SOCIETY FOR PRESERVATION & ENCRGMNT OF BARBERSHOP
11040 CULGOA STLAS VEGASNV89179N/APCGeneral & Unrestricted$700
SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/APCGeneral & Unrestricted$1,250
SPREAD THE WORD NEVADA
1065 AMERICAN PACIFIC DR STE 160HENDERSONNV89074N/APCCapital Campaign$25,000
SPREAD THE WORD NEVADA
1065 AMERICAN PACIFIC DR STE 160HENDERSONNV89074N/APCBooks & Buddies Mentor Centers$17,500
SPREAD THE WORD NEVADA
1065 AMERICAN PACIFIC DR STE 160HENDERSONNV89074N/APCReaders In Training$10,000
A YU
ST LOUIS UNIVERSITYSAINT LOUISMO63103NONEISCHOLARSHIP GRANT$5,0003545 LINDELL BLVD
SURFRIDER FOUNDATION
PO BOX 73550SAN CLEMENTECA92673N/APCGeneral & Unrestricted$1,200
TAHOE FUND
PO BOX 7124TAHOE CITYCA96145N/APCGeneral & Unrestricted$2,500
TAHOE RIM TRAIL ASSOCIATION
PO BOX 3267STATELINENV89449N/APCGeneral & Unrestricted$500
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCGeneral & Unrestricted$3,750
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCVisiting Scholars Suite in the new dormitory$25,000
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCRed Snook Catch and Release Charity Tournament$2,500
THE EVERGLADES FOUNDATION INC
18001 OLD CUTLER RD STE 625PALMETTO BAYFL33157N/APCGeneral & Unrestricted$500
THE HINDU TEMPLE OF GREATER CHICAGO
10915 LEMONT RDLEMONTIL60439N/APCBOOK AND BAG PROGRAM$750
THE HUMANITARIAN SERVICE PROJECT
465 RANDY RDCAROL STREAMIL60188N/APCThe Children's Project$2,550
THE RONALD MCDONALD HOUSE OF WESTERN MICHIGAN INC
1323 CEDAR ST NEGRAND RAPIDSMI49503N/APCMore Rooms, More Love, specifically for the Kitchen expansion/needs$50,000
THE RONALD MCDONALD HOUSE OF WESTERN MICHIGAN INC
1323 CEDAR ST NEGRAND RAPIDSMI49503N/APCGeneral & Unrestricted$2,000
THE UNIVERSITY OF TEXAS AT AUSTIN
300 W DEAN KEETON A0704AUSTINTX78712N/AGOVOne Time Extra Gift for the Matching Campaign$500
TRINITY CHRISTIAN COLLEGE ASSOCIATION
6601 W COLLEGE DRPALOS HEIGHTSIL60463N/APCGeneral & Unrestricted$1,000
TRUSTEES OF PRINCETON UNIVERSITY
PO BOX 291PRINCETONNJ08542N/APCMen's Volleyball Endowment "Morgan McKenzie Volleyball fund"$600
TURKS AND CAICOS REEF FUND INC
802 ENSIGN DRFORKED RIVERNJ08731N/APCGeneral & Unrestricted$2,700
S NAJI
UNIVERSITY OF ILLINOISCHAMPAIGNIL61820NONEIScholarship Grant$5,000620 EAST JOHN ST
UNIVERSITY OF MIAMI
4600 RICKENBACKER CAUSEWAYMIAMIFL33149N/APCGeneral & Unrestricted$1,000
UNIVERSITY OF MIAMI
PO BOX 248073CORAL GABLESFL33124N/APCRosenstiel School$1,000
UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION
4505 S MARYLAND PKWY BOX 451006LAS VEGASNV89154N/APCWilliam S Boyd School of Law Scholarships Fund$1,000
G FERNANDEZ
UNIVERSITY OF NOTRE DAME DU LACNOTRE DAMEIN46556NONEIScholarship Grant$2,500115 MAIN BLDG
UPTOWN STORIES INC
178 BENNETT AVENEW YORKNY10040N/APCGeneral & Unrestricted$250
VALLEY YOUTH THEATRE
1001 N CENTRAL AVE STE 700PHOENIXAZ85004N/APCCharitable Event$2,500
VALLEY YOUTH THEATRE
1001 N CENTRAL AVE STE 700PHOENIXAZ85004N/APCGeneral & Unrestricted$1,500
VOLUNTEER FLORIDA FOUNDATION INC
1545 RAYMOND DIEHL RD STE 250TALLAHASSEEFL32308N/ASO IFlorida Disaster Fund$400
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27109N/APCGeneral & Unrestricted$500
WASHINGTON & JANE SMITH COMMUNITY- ORLAND PARK
10501 EMILIE LNORLAND PARKIL60467N/APCGeneral & Unrestricted$1,000
WEST MICHIGAN MIRACLE LEAGUE
909 FOKAL DR SWGRAND RAPIDSMI49534N/APCGeneral & Unrestricted$500
WESTERN FOLKLIFE CENTER
501 RAILROAD STELKONV89801N/APCGeneral & Unrestricted$500
WESTERN SPRINGS FRIENDS OF THE PARKS FOUNDATION
4400 CENTRAL AVEWESTERN SPRINGSIL60558N/APCPickle ball Courts$1,000
YERKES FUTURE FOUNDATION INC
PO BOX 346WILLIAMS BAYWI53191N/APCAnnual Fund$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$730,150TotalGrantOrContriPdDurYrAmt

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$6,051ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$460,782ExclusionAmt
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 IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$257,514ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMADOFF RECOVERY FROM AIJED INTL LTDDesc
Exclusion01ExclusionCd
Exclusion$2,452ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$726,799ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$726,799TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQ P$1,577,826$2,176,599
DFA INTERNATIONAL CORE EQUITY$1,418,279$3,498,387
DFA INTERNATIONAL VECTOR EQUIT$556,550$890,594
DFA INVT US CORE EQ 2$1,388,568$9,623,801
VANGUARD REAL EST INDX ADMIRAL$299,812$434,626
VANGUARD REAL EST INDX FD$49,896$222,759
VANGUARD TOTAL BOND MARKET IND$3,042,506$2,697,201

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$57,834$57,834
State or Local Filing Fees$26$26

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMADOFF RECOVERY FROM AIJED INTL LTDDesc
Revenue And Expenses Per Books$2,452RevenueAndExpensesPerBooksAmt
Net Investment Income$2,452NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$40,660$40,660
ADMINISTRATIVE SRVCS$60,000$60,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$6,600
990-PF Extension for 2023$45