ANDREAS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANDREAS FOUNDATION (EIN 41-6017057)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-03-03
- IRS object ID
- 202640629349100404
- Schema version
- 2024v5.5
- 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
- Form 990-PF
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-03T07:46:12-06:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020708750 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSICA GUERRANT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 260 | AddressLine1Txt |
| City | OTSEGO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416017057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 2692380200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ANDREAS OFFICE PO BOX 260 | AddressLine1Txt |
| City | OTSEGO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY ANDREAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2692380200 | PhoneNum |
| Signature | 2026-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA GUERRANT | PreparerPersonNm |
| PTIN | P01484382 | PTIN |
| Phone | 2692380200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $173,757,728 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $281,334 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $281,334 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,748,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,748,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,033,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,615,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,033,429 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,063,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,063,280 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $223,240 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,236 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,860 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $227,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,594,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,594,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,822,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,594,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,241,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,060,420 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,899,583 | CashBOYAmt |
| Cash EOY | $4,090,700 | CashEOYAmt |
| Cash EOYFMV | $4,090,700 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,884,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,298,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,298,710 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $58,761,148 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,354,932 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $153,268,662 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,000,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,902,500 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $178,252 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $178,252 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $197,156 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $70,723,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,922,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $173,757,728 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,402 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$21,760 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$21,760 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,582,314 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,582,314 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $69,120,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $78,362,040 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,703,150 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,944,354 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,723,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,922,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,703,150 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,241,204 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $79,944,354 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,944,354 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DEERE & COMPANY (DE) | 2005-05-13 | 2025-01-29 | $961,057 | $59,594 | $901,463 | $901,463 |
| DEERE & COMPANY (DE) | 2005-05-13 | 2025-05-16 | $2,104,954 | $119,188 | $1,985,766 | $1,985,766 |
| INTERNATIONAL BUSINESS MACHINES (IBM) | 2020-03-12 | 2025-05-16 | $1,335,294 | $509,872 | $825,422 | $825,422 |
| CAPITAL ONE FINL CORPORATION (COF) | 2022-01-28 | 2025-05-22 | $78 | $44 | $34 | $34 |
| MICROSOFT CORPORATION (MSFT) | 2008-12-09 | 2025-06-27 | $994,273 | $41,570 | $952,703 | $952,703 |
| CUMMINS INCORPORATED (CMI) | 2011-08-04 | 2025-09-11 | $1,237,449 | $292,291 | $945,158 | $945,158 |
| DEERE & COMPANY (DE) | 2005-05-13 | 2025-09-11 | $956,545 | $59,031 | $897,514 | $897,514 |
| CSX CORPORATION (CSX) | 2005-09-01 | 2025-10-03 | $716,894 | $48,262 | $668,632 | $668,632 |
| MICRON TECHNOLOGY INCORPORATED (MU) | 2022-03-10 | 2025-10-03 | $953,444 | $381,404 | $572,040 | $572,040 |
| MICRON TECHNOLOGY INCORPORATED (MU) | 2022-03-10 | 2025-10-06 | $978,344 | $381,404 | $596,940 | $596,940 |
| TESLA INCORPORATED (TSLA) | 2024-03-08 | 2025-10-06 | $447,845 | $176,032 | $271,813 | $271,813 |
| CSX CORPORATION (CSX) | 2005-09-01 | 2025-10-14 | $358,644 | $24,131 | $334,513 | $334,513 |
| DEERE & COMPANY (DE) | 2005-05-13 | 2025-10-16 | $912,450 | $59,031 | $853,419 | $853,419 |
| MICRON TECHNOLOGY INCORPORATED (MU) | 2022-03-11 | 2025-10-24 | $1,086,094 | $370,183 | $715,911 | $715,911 |
| MICRON TECHNOLOGY INCORPORATED (MU) | 2022-03-11 | 2025-10-28 | $1,108,476 | $370,183 | $738,293 | $738,293 |
| MICRON TECHNOLOGY INCORPORATED (MU) | 2022-04-06 | 2025-11-05 | $1,192,912 | $364,368 | $828,544 | $828,544 |
| MICRON TECHNOLOGY INCORPORATED (MU) | 2022-06-10 | 2025-11-14 | $1,270,694 | $325,430 | $945,264 | $945,264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,033,429 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $223,240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $223,240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $223,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $245,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $245,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,760 | OverpaymentAmt |
| Applied To ES Tax | $21,760 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JESSICA GUERRANT | IndividualWithBooksNm |
| Phone | 2692380200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 MARSHALL STREET | AddressLine1Txt |
| City | OTSEGO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TERRY ANDREAS | ||||||||
| 921 MARSHALL STREET | ALLEGAN | MI | 49010 | VP/TRUSTEE | 0.00 | $0 | $0 | $0 |
| JESSICA GUERRANT | ||||||||
| 921 MARSHALL STREET | ALLEGAN | MI | 49010 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SALLY ANDREAS | ||||||||
| 921 MARSHALL STREET | ALLEGAN | MI | 49010 | TRSR/TRUSTEE | 0.00 | $0 | $0 | $0 |
| SANDRA MCMURTRIE | ||||||||
| 921 MARSHALL STREET | ALLEGAN | MI | 49010 | PRS/TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $146,424,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,972,231 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,396,579 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $156,396,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,345,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,050,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,702,532 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,702,532 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $223,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $223,240 | TotalTaxAmt |
| Distributable Before Adj | $7,479,292 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,479,292 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,479,292 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,594,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,594,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,479,292 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,029,912 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $3,029,912 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,594,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,594,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $884,692 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $884,692 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,145,220 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,145,220 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (165 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 826 BOSTON INC | ||||||||
| 3035 WASHINGTON STRET | ROXBURY | MA | 02119 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $40,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $2,000 | |
| AMERICAN RED CROSS MACON COUNTY | ||||||||
| 2674 N MAIN STREET | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| ANIMAL MEDICAL CENTER | ||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| ANITAS STEVENS - SWAN HUMANE SOCIETY | ||||||||
| 5664 HORATIO STREET | UTICA | NY | 13502 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| ANNUNCIATION GREEK ORTHODOX CHURCH | ||||||||
| 570 N UNION ST | DECATUR | IL | 62522 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $4,400 | |
| APOLLO FUND | ||||||||
| 850 WEST 176TH STREET APT 6C | NEW YORK CITY | NY | 10033 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| ARCHDIOCESE OF WASHINGTON | ||||||||
| 5001 EASTERN AVE | HYATTSVILLE | MD | 20782 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| ARKANSAS FOODBANK | ||||||||
| 4301 WEST 65TH STREET | LITTLE ROCK | AR | 72209 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| ARLINGTON EATS INC | ||||||||
| 117 BROADWAY | ARLINGTON | MA | 02474 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $60,000 | |
| ART 21 | ||||||||
| 231 WEST 29TH STREET SUITE 706 | NEW YORK | NY | 10001 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| BABY TALK | ||||||||
| 355 E MARIETTA STREET | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| BAL HARBOUR ROTARY CHARITABLE FNDT | ||||||||
| PO BOX 546461 | SURFSIDE | FL | 33154 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $20,000 | |
| BLOOMINGTON CREATIVE GLASS CENTER | ||||||||
| 229 W GRIMES LANE | BLOOMINGTON | IN | 47403 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| BOSTON COLLEGE TRUSTEES | ||||||||
| 140 COMMONWEALTH | CHESTNUT HILL | MA | 02467 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $160,000 | |
| BOY SCOUTS OF AMERICA COUNCIL | ||||||||
| 262 W PRAIRIE AVE | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| BOYS & GIRLS CLUB OF DECATUR | ||||||||
| 859 N JASPER ST | DECATUR | IL | 62525 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $85,000 | |
| BOYS HOPE GIRLS HOPE OF ST LOUIS INC | ||||||||
| 8027 ELINOR AVE | RICHMOND HEIGHTS | MO | 63177 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| CATHOLIC CHARITIES | ||||||||
| 924 G STREET NW | WASHINGTON | DC | 20001 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| CATHOLIC CHARITIES | ||||||||
| 924 G STREET NW | WASHINGTON | DC | 20001 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $175,000 | |
| CATHOLIC UNIVERSITY OF AMERICA | ||||||||
| 620 MICHGAN AVENUE NE | WASHINGTON | DC | 20064 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| CENTER FOR COMMON GROUND | ||||||||
| PO BOX 235 | LADYSMITH | VA | 22501 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| CENTER FOR TEEN EMPOWERMENT | ||||||||
| 130 WARREN ST | BOSTON | MA | 02119 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| CENTRAL CHRISTIAN CHURCH | ||||||||
| 650 W WILLIAM STREET | DECATUR | IL | 62522 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $800 | |
| CHADDOCK CHILDREN'S FOUNDATION | ||||||||
| 205 SOUTH 24TH STREET | QUINCY | IL | 62301 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $4,400 | |
| CHARITY NAVIGATOR | ||||||||
| PO BOX 4009 | HARLAN | IA | 51593 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $1,000 | |
| CHARITY NAVIGATOR | ||||||||
| 299 MARKET ST SUITE 250 | SADDLE BROOK | NJ | 07663 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $2,000 | |
| CHILDREN'S MIRACLE NETWORK | ||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $3,750 | |
| CHRIST CHILD SOCIETY INC | ||||||||
| 5101 WISCONSIN AVE N W | WASHINGTON | DC | 20016 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $120,000 | |
| CHURCH OF OUR SAVIOUR | ||||||||
| 21 MARATHON STREET | ARLINGTON | MA | 02474 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $30,000 | |
| CIVIL WAR ROUND TABLE | ||||||||
| 1465 MCCORMICK PL | WHEATON | IL | 60189 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| CULVER ACADEMIES | ||||||||
| 1300 ACADEMY ROAD 153 | CULVER | IN | 46511 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,500 | |
| DECATUR & MACON CO ANIMAL SHELTER FNDT | ||||||||
| PO BOX 633 | DECATUR | IL | 62525 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| DECATUR & MACON CO ANIMAL SHELTER FNDT | ||||||||
| PO BOX 633 | DECATUR | IL | 62525 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| DECATUR AMATEUR HOCKEY ASSOC | ||||||||
| PO BOX 814 | DECATUR | IL | 62525 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $2,000 | |
| DECATUR AREA ARTS COUNCIL | ||||||||
| 125 N WATER STREET | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,400 | |
| DECATUR AREA HABITAT FOR HUMANITY | ||||||||
| PO BOX 832 | DECATUR | IL | 62525 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| DECATUR DAY CARE CENTER | ||||||||
| 2074 E LAKE SHORE DRIVE | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| DECATUR HOUSE OF PRAYER | ||||||||
| 1920 N OAKLAND AVENUE | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| DECATUR MEMORIAL FOUNDATION | ||||||||
| 2300 N EDWARD STREET | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| DECATUR MEMORIAL HOSPITAL | ||||||||
| 701 N 1ST STREET | SPRINGFIELD | IL | 62781 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| DECATUR PARKS FOUNDATION | ||||||||
| 71 S COUNTRY CLUB RD | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,800 | |
| DECATUR PUBLIC LIBRARY FOUNDATION | ||||||||
| 130 N FRANKLIN | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| DECATUR PUBLIC SCHOOLS FOUNDATION | ||||||||
| 101 W CERRO GORDO STREET | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $800 | |
| DON BOSCO CRISTO HIGH SCHOOL | ||||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 20912 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| DOVE INC | ||||||||
| 441 N CHURCH ST | DECATUR | IL | 62522 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $20,000 | |
| EAGLES AUSTIM CHALLENGE INC | ||||||||
| 1 NOVACARE WAY | PHILADELPHIA | PA | 19145 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| ELLIE'S ARMY FOUNDATION | ||||||||
| 12000 BISCAYNE BLVD STE 407 | NORTH MIAMI | FL | 33181 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| ELWIN UNITED METHODIST CHURCH | ||||||||
| PO BOX 19 | ELWIN | IL | 62532 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| FIRST EVANGELICAL LUTHERAN CHURCH | ||||||||
| 250 W DECATUR STREET | DECATUR | IL | 62522 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| FOLDS OF HONOR FOUNDATION | ||||||||
| 5971 PATRIOT DR | OWASSO | OK | 74055 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $1,000 | |
| FOOD FOR FREE | ||||||||
| 59 INNER BELT ROAD | SOMERVILLE | MA | 02143 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $40,000 | |
| FRANCISCAN MONASTERY USA | ||||||||
| 1400 QUINCY STREET NE | WASHINGTON | DC | 20017 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| FRIENDS OF CHILD 1ST CENTER | ||||||||
| 800 E CLAY STREET | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| GIRL SCOUTS OF CENTRAL IL | ||||||||
| 3020 BAKER DRIVE | SPRINGFIELD | IL | 62703 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $1,500 | |
| GLOBAL KIDS | ||||||||
| 102 MADISON AVE | NEW YORK | NY | 10016 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| GONZAGA COLLEGE HIGH SCHOOL | ||||||||
| 19 EYE STREET NW | WASHINGTON | DC | 20001 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $63,750 | |
| GONZAGA COLLEGE HIGH SCHOOL | ||||||||
| 19 EYE STREET NW | WASHINGTON | DC | 02001 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| GOOD SAMARITAN INN | ||||||||
| 920 N UNION STREET | DECATUR | IL | 62522 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| GOOD SAMARITAN INN | ||||||||
| 920 N UNION STREET | DECATUR | IL | 62522 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $20,000 | |
| GOVERNOR OGLESBY MANSION INC | ||||||||
| 421 W WILLIAM STREET | DECATUR | IL | 62522 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $2,000 | |
| GRACE UNITED METHODIST CHURCH | ||||||||
| 901 N MAIN STREET | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $75,000 | |
| GROWING STRONG SEXUAL ASSAULT CENTER | ||||||||
| 270 W PRAIRIE STREET | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| HERITAGE BEHAVIORAL HEALTH CENTER | ||||||||
| 151 N MAIN STREET | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $75,000 | |
| HIGHER ACHIEVEMENT | ||||||||
| 1750 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| HOLY CROSS CHURCH | ||||||||
| 4900 STRATHMORE AVE | GARRETT PARK | MD | 20896 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| HOLY FAMILY CATHOLIC CHURCH | ||||||||
| 2400 S FRANKLIN STREET ROAD | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| HOLY FAMILY CATHOLIC CHURCH | ||||||||
| 2400 S FRANKLIN STREET ROAD | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $2,000 | |
| HOME SWEET HOME MINISTRIES | ||||||||
| 303 EAST OAKLAND AVENUE | DECATUR | IL | 61701 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $40,000 | |
| HOPE HOSPICE | ||||||||
| 9470 HEALTHPARK CIRCLE | FORT MEYERS | FL | 33908 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| HOSPITAL SISTERS MISSION OUTREACH | ||||||||
| 4930 LAVERNA ROAD | SPRINGFIELD | IL | 62707 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| HUNTINGTONS DISEASE SOCIETY OF AMERICA | ||||||||
| 505 EIGHTTH AVE STE 1402 | NEW YORK | NY | 10018 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $1,000 | |
| IMMACULATE CONCEPTION OF DARDENNE | ||||||||
| 7701 TOWN SQUARE AVENUE | DARDENNE PRAIRIE | MO | 63368 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| ISLAND GROWN INITIATIVE | ||||||||
| PO BOX 662 | VINEYARD HAVEN | MA | 02568 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $15,000 | |
| JAMES MILLIKIN HOMESTEAD INC | ||||||||
| 125 N PINE STREET | DECATUR | IL | 62522 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $2,000 | |
| JUNIOR WELFARE ASSOCIATION | ||||||||
| PO BOX 602 | DECATUR | IL | 62525 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| LA COLABORATIVA INC | ||||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| LOYOLA UNVERSITY MEDICAL CENTER | ||||||||
| 2160 S 1ST AVE | MAYWOOK | IL | 60153 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| MACON COUNTY CASA | ||||||||
| 132 S WATER STREET SUITE 250 | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $30,000 | |
| MACON COUNTY CONSERVATION FOUNDATION | ||||||||
| 3939 NEARING LANE | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $3,000 | |
| MACON RESOURCE | ||||||||
| 2121 HUBBARD AVE | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $25,000 | |
| MAROA FORSYTH SCHOOL DISTRICT | ||||||||
| 641 E SHAFER STREET | FORSYTH | IL | 62535 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| MATER DEI SCHOOL | ||||||||
| 9600 SEVEN LOCKS RD | BETHESDA | MD | 20817 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $67,500 | |
| MATER DEI SCHOOL | ||||||||
| 9600 SEVEN LOCKS RD | BETHESDA | MD | 20817 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $275,000 | |
| MILLIKIN UNIVERSITY | ||||||||
| 1184 W MAIN ST | DECATUR | IL | 62522 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,800 | |
| MISSIONARIES OF CHARITY - MOTHER TERESA | ||||||||
| 3310 WHEELER ROAD SE | WASHINGTON | DC | 20032 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| MISSIONARIES OF CHARITY FATHERS | ||||||||
| 2800 OTIS STREET | WASHINGTON | DC | 20018 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| MN STATE UNIVERSITY WOMAN'S SOCCER | ||||||||
| 135 MYERS FIELD HOUSE | MANKATO | MN | 56001 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $22,000 | |
| MOUNT SINAI MEDICAL CENTER FNDT | ||||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $150,000 | |
| MT ZION FOUNDATION FOR QUALITY EDUCATION | ||||||||
| PO BOX 31 | MT ZION | IL | 62549 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPIENTS SCIENCE LAB ADDITION | $300,000 | |
| MT ZION INTERMEDIATE SCHOOL | ||||||||
| 310 S HENDERSON | MT ZION | IL | 62549 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| NATIONAL PUBLIC RADIO | ||||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 20002 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| NATIONAL SHRINE OF THE IMMACULATE CONCEPTION | ||||||||
| 400 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| NATIVE PUBLIC MEDIA INC | ||||||||
| PO BOX 3955 | FLAGSTAFF | AZ | 86003 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| NEW LIFE PREGNANCY CENTER | ||||||||
| 1698 E PERSHING ROAD | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| NORTHEAST COMMUNITY FUND | ||||||||
| 839 N MLK JR DR | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| OUR LADY OF LOURDES CHURCH | ||||||||
| 9200 KENTSDALE DRIVE | POTOMAC | MD | 20854 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $75,000 | |
| OUR LADY OF LOURDES CHURCH | ||||||||
| 3850 LOURDES DRIVE | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| OXFAM- AMERICA | ||||||||
| 77 NORTH WASHINGTON STREET SUITE | BOSTON | MA | 02114 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $20,000 | 500 |
| PARENTING JOURNEY | ||||||||
| 18 BOW STREET 609 | SOMERVILLE | MA | 02143 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $15,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $25,000 | |
| PAWNEE PTO | ||||||||
| 810 4TH STREET | PAWNEE | IL | 62558 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| PILGRIM LUTHERAN CHURCH | ||||||||
| 2155 N OAKLAND AVE | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| POTOMAC COMMUNITY RESOURCES | ||||||||
| 9200 KENTSDALE DRIVE | POTOMAC | MD | 20854 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| POTOMAC COMMUNITY RESOURCES | ||||||||
| 9200 KENTSDALE DRIVE | POTOMAC | MD | 20854 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $110,000 | |
| PRAIRIELAND SERVICE COORDINATIONS | ||||||||
| PO BOX 315 | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| PROJECT BREAD | ||||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $51,000 | |
| PROVIDENCE COLLEGE | ||||||||
| 1 CUMMINGHAM SQ | PROVIDENCE | RI | 02918 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $25,000 | |
| QUINCY NOTREDAME FOUNDATION | ||||||||
| PO BOX 1014 | QUINCY | IL | 62306 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $2,500 | |
| RENAISSANCE | ||||||||
| 456 NORTH WATER STREET | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $4,000 | |
| RESPOND INC | ||||||||
| PO BOX 555 | SOMERVILLE | MA | 02143 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $25,000 | |
| SACRED HEART - GRIFFIN HIGH SCHOOL | ||||||||
| 1200 W WASHINGTON ST | SPRINGFIELD | IL | 62702 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $2,500 | |
| SAINT JOHN LUTHERAN CHURCH | ||||||||
| 2727 N UNION BLVD | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| SAINT JOHN PAUL II SEMINARY | ||||||||
| 145 TAYLOR STREET | WASHINGTON | DC | 20017 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| SALVATION ARMY-DECATUR | ||||||||
| 229 W MAIN STREET | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| SAN MIGUEL SCHOOL | ||||||||
| 7705 GEORGIA AVENUE NW | WASHINGTON | DC | 20012 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $25,000 | |
| SAN MIGUEL SCHOOL | ||||||||
| 7705 GEORGIA AVENUE NW | WASHINGTON | DC | 20012 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| SAVE YOUR ASS LONG EAR RESCURE | ||||||||
| 35 BUSH ST | MARLBOROUGH | NH | 03455 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| SCARED HEART SCHOOL | ||||||||
| 1625 PARK ROAD NW | WASHINGTON | DC | 20010 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $150,000 | |
| SCHOOL FOR FIELD STUDIES | ||||||||
| 100 CUMMINGS CENTER SUITE 534 G | BEVERLY | MA | 01915 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $1,000,000 | |
| SCHOOL FOR FIELD STUDIES | ||||||||
| 100 CUMMINGS CENTER SUITE 534 G | BEVERLY | MA | 01885 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| SCOVILL ZOO | ||||||||
| 71 S COUNTRY CLUB RD | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| SECOND CHANCE PET ADOPTION FOUNDATION | ||||||||
| PO BOX 243 | CLINTION | IL | 61727 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| SHRINERS CHILDREN ST LOUIS | ||||||||
| 4400 CLAYTON AVE | ST LOUIS | MO | 63110 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| SMITH COLLEGE | ||||||||
| COLLEGE HALL 10 ELM STREET | NORTHAMPTON | MA | 01063 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| SOMERVILLE HOMELESS COALITION INC | ||||||||
| PO BOX 440436 | SOMERVILLE | MA | 02144 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $30,000 | |
| ST ANN'S CENTER FOR CHILDREN | ||||||||
| 4901 EASTERN AVE | HYATTSVILLE | MA | 20782 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| ST JOSEPH CATHOLIC CHURCH | ||||||||
| 8670 BYRON AVENUE | MIAMI BEACH | FL | 33141 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $55,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| ST MARY'S HOSPITAL SISTER OF THE THIRD | ||||||||
| 1800 E LAKE SHORE DRIVE | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $250,000 | |
| ST PAUL'S LUTHERAN CHURCH | ||||||||
| 1 BACHARACH COURT | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| ST PAUL'S LUTHERAN CHURCH | ||||||||
| 1 BACHARACH COURT | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| ST TERESA EDUCATIONAL FOUNDATION | ||||||||
| 2710 N WATER STREET | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $2,000 | |
| ST TERESA HIGH SCHOOL | ||||||||
| 2710 N WATER STREET | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $800 | |
| ST BARTHOLOMEW SCHOOL | ||||||||
| 6902 RIVER ROAD | BETHESDA | MD | 20817 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $25,000 | |
| ST MARY'S HOSPITAL SISTER OF THE THIRD | ||||||||
| 1800 E LAKE SHORE DRIVE | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| ST PATRICK'S SCHOOL | ||||||||
| 412 N JACKSON STREET | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| STONE RIDGE SCHOOL OF THE SACRED HEART | ||||||||
| 9101 ROCKVILLE PIKE | BETHESDA | MD | 20814 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| SYMPHONY ORCHESTRA GUILD OF DECATUR | ||||||||
| 132 S WATER STREET SUITE 300 | DECATUR | IL | 62525 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| THE ELIZABETH DOLE FOUNDATION | ||||||||
| 700 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20037 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| THE WORLD IS YOUR MINSTRIES | ||||||||
| 524 W PRAIRIE STREET | SULLIVAN | IL | 61951 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $3,000 | |
| TSNE MISSIONWORKS | ||||||||
| 89 SOUTH STREET STE 700 | BOSTON | MA | 02111 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| TULANE UNIVERSITY | ||||||||
| PO BOX 669394 | DALLAS | TX | 75266 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $25,000 | |
| UNITED WAY OF DECATUR AND MID IL | ||||||||
| 201 W ELDORADO ST | DECATUR | IL | 62522 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $200,000 | |
| UNIVERSITY OF ILLNOIS | ||||||||
| 303 SAINT MARYS RD | CHAMPAIGN | IL | 61820 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||||
| 724 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||||
| 724 GRACE HALL | NORTH DAME | IN | 46556 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $25,000 | |
| URBAN COMMUNITY SCHOOLS | ||||||||
| 4909 LORAIN AVE | CLEVELAND | OH | 44102 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| VALLEY VILLAGE CHILDCARE CENTER | ||||||||
| PO BOX 344 | SARATOGA | WY | 82331 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| VETERAN'S ASSISTANCE COMMISSION | ||||||||
| 141 S MAIN ST STE 210 | DECATUR | IL | 62523 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $5,000 | |
| WASHINGTON SCHOOL FOR GIRLS | ||||||||
| 1901 MISSISSIPPI AVENUE | WASHINGTON | DC | 20020 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $9,000 | |
| WEBSTER CANTRELL YOUTH ADOCACY | ||||||||
| 1942 EAST CANTRELL | DECATUR | IL | 62521 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $125,000 | |
| WESTMINSTER PRESBYTERIAN CHURCH | ||||||||
| 1360 W MAIN ST | DECATUR | IL | 62522 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $800 | |
| WNYC | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $50,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| PO BOX 96538 | WASHINTON | DC | 20090 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| WORLD WILDLIFE FUND INC | ||||||||
| 1250 24TH STREET NW | WASHINGON | DC | 20037 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $100,000 | |
| YMCA | ||||||||
| 220 W MCKINLEY AVE | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $400 | |
| YMCA- DECATUR | ||||||||
| 220 W MCKINLEY AVE | DECATUR | IL | 62526 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $25,400 | |
| ZUMIX INC | ||||||||
| 260 SUMNER STREET | EAST BOSTON | MA | 02128 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $1,000 | |
| ZUMIX INC | ||||||||
| 260 SUMMER STREET | EAST BOSTON | MA | 02128 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $10,000 | |
| COALITION FOR THE HOMLESS | ||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | N/A | SEE GENERAL EXPLANAT | GRANT IS FOR RECIPEINTS GENERAL FUND | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,594,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $281,334 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,748,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $13,033,429 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,033,429 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,029,851 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,063,280 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL D ANDREAS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 260 | AddressLine1Txt |
| City | OTSEGO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-12-14 | GrantDt |
| Grant | $11,994,860 | GrantAmt |
| Purpose Of Grant | THE GRANT WAS USED TO ENDOW THE MICHAEL D ANDREAS PRIVATE FOUNDATION. | PurposeOfGrantTxt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR NO PART HAS BEEN DIVERTED FROM ITS PURPOSE. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/16/2022, 12/12/2023, 12/18/2024 AND 12/5/2025 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE ANDREAS FOUNDATION REVIEWED THE FINANCIAL STATEMENTS, SUPPORTNG RECORDS OF GRANTS AND FORM 990PF FOR THE FISCAL YEAR ENDED 11/30/2022, 11/30/2023, 11/30/2024, AND 11/30/2025 BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)). | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS AND CONTRIBUTIONS FOUNDATION STATUS | IdentifierTxt |
| Form And Line Reference | FORM 990 PF PART XIV ITEM 3 | FormAndLineReferenceDesc |
| Medium Explanation | 990 PF PART XIV ITEM 3 GRANTS AND CONTRIBUTIONS FOUNDATION STATUSALL RECIPIENTS OF GRANTS ARE PUBLIC CHARITIES, ORGANIZATIONS AS DESCRIBED IN SECTION 509 (A) (1), (2) OR (3). NONE ARE TYPE III ORGANIZATIONS. ALL DISTRIBUTIONS ARE QUALIFIED. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP GLOBAL MARKETS HOLDINGS INC | $5,000,000 | $4,932,500 |
| UBS AG US EQUITY CONTINGENT COUPON | $5,000,000 | $4,970,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $1,180,228 | $2,580,750 |
| AFLAC INCORPORATED | $595,594 | $1,103,100 |
| ALPHABET INCORPORATED CAP STK CLASS C | $2,161,889 | $10,243,840 |
| AMAZON COM INCORPORATED | $3,020,490 | $5,130,840 |
| APPLE INCORPORATED | $2,255,011 | $4,461,600 |
| ARCHER DANIELS MIDLAND COMPANY | $8,672,283 | $13,362,800 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A | $1,819,960 | $7,701,000 |
| BRISTOL-MYERS SQUIBB COMPANY | $493,415 | $393,600 |
| CANADIAN NATL RY COMPANY (CANADA) | $741,406 | $4,315,050 |
| CATERPILLAR INCORPORATED | $423,114 | $4,030,320 |
| CELANESE CORPORATION DEL | $1,888,904 | $1,457,750 |
| CSX CORPORATION | $576,376 | $7,425,600 |
| CUMMINS INCORPORATED | $2,566,226 | $14,192,430 |
| DEERE & COMPANY | $580,635 | $7,431,840 |
| DELTA AIR LINES INCORPORATED DEL COM NEW | $1,117,024 | $1,923,000 |
| DISNEY WALT COMPANY | $1,418,915 | $5,223,500 |
| DUKE ENERGY CORPORATION NEW COM NEW | $1,259,446 | $2,230,920 |
| ENBRIDGE INCORPORATED (CANADA) | $394,607 | $975,600 |
| FIDELITY NATL INFORMATION SVCS | $4,469,065 | $3,946,200 |
| HONEYWELL INTERNATIONAL INCORPORATED | $993,656 | $6,150,080 |
| HUMANA INCORPORATED | $1,402,771 | $983,080 |
| INGREDION INCORPORATED | $581,725 | $1,075,400 |
| INTERNATIONAL BUSINESS MACHINES | $1,123,323 | $3,085,800 |
| IRIDIUM COMMUNICATIONS INCORPORATED | $809,942 | $410,000 |
| LOWES COMPANIES INCORPORATED | $946,591 | $1,212,400 |
| MICRON TECHNOLOGY INCORPORATED | $619,114 | $2,364,800 |
| MICROSOFT CORPORATION | $462,663 | $11,316,230 |
| PFIZER INCORPORATED | $674,889 | $437,580 |
| RAYMOND JAMES FINL INCORPORATED | $813,068 | $5,870,250 |
| SIMON PROPERTY GROUP INCORPORATED NEW REIT | $650,669 | $1,117,920 |
| SONY GROUP CORPORATION SPONSORED ADR (JAPAN) | $820,852 | $1,467,500 |
| SPDR HEALTH CARE SELECT | $4,279,208 | $5,044,800 |
| TESLA INCORPORATED | $704,128 | $1,720,680 |
| TYSON FOODS INCORPORATED CLASS A | $651,080 | $580,500 |
| UNION PAC CORPORATION | $1,031,256 | $2,550,130 |
| VERIZON COMMUNICATIONS INCORPORATED | $2,228,938 | $1,849,950 |
| WEBSTER FINL CORPORATION | $3,016,369 | $4,425,896 |
| CAPITAL ONE FINL CORPORATION | $1,325,704 | $2,679,226 |
| LULULEMON ATHLETICA INCORP | $471,826 | $368,360 |
| SPOLSTICE ADVANCED MATLS | $61,322 | $381,440 |
| SONY FINL GROUP INCORP | $51,250 | $46,900 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MICRON TECHNOLOGY INC. NTS ISIN US595112BZ51 5.875% DUE 02/09/2033 CALLABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $178,252 | BookValueAmt |
| EOYFMV | $197,156 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $2,860 | $2,860 | $0 |
| NONDEDUCTIBLE EXPENSES | $1,376 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $20,402 | BOYBookValueAmt |
| EOY Book Value | -$21,760 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $223,240 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |