ANDREWS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ANDREWS FAMILY FOUNDATION (EIN 20-0368768)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-09-12
- IRS object ID
- 201912559349100026
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-12T14:14:26-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840803727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REESE HENRY & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST MAIN ST SUITE 2 | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200368768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 9709227112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6637 | AddressLine1Txt |
| City | SNOWMASS VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY ANDREWS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9709227112 | PhoneNum |
| Signature | 2019-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY G BOGGS CPA | PreparerPersonNm |
| PTIN | P00156760 | PTIN |
| Phone | 9709253771 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.1.160.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-06 | IPDt |
| IP Tm | 15:47:55 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A06030B7053AD275171AEA05ABF182EBDCDD695 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,783,673 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $452,887 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $452,887 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,041,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,360 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $758,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $458,247 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,699 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,699 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $522,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $460,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $235,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $399,527 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,332 | CashBOYAmt |
| Cash EOY | $107,915 | CashEOYAmt |
| Cash EOYFMV | $107,915 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $333,103 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $181,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $181,722 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,640,072 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,924,700 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,494,036 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,978,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,214,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,783,673 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,978,507 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,214,337 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,978,507 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,214,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,978,507 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,214,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,978,507 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $235,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,214,337 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,214,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB, INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $27,041,057 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,035,697 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,360 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,360 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,360 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $344,289 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,867,971 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089010 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $243,026 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,742,518 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064936 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $155,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,367,183 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046062 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $212,275 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,800,524 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055854 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $197,105 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,872,647 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050897 | DistributionYr5Rt |
| Total Distribution | 0.306759 | TotalDistributionRt |
| Average Distribution | 0.061352 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,640,629 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $223,360 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,995 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $227,355 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $460,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,995 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,995 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,995 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $115 | EsPenaltyAmt |
| Tax Due | $4,110 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | 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 | HARRY ANDREWS | IndividualWithBooksNm |
| Phone | 9709253771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6637 | AddressLine1Txt |
| City | SNOWMASS VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81615 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| HARRY C ANDREWS | ||||||||
| PO BOX 6637 | SNOWMASS VILLAGE | CO | 81615 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN E ANDREWS | ||||||||
| PO BOX 6637 | SNOWMASS VILLAGE | CO | 81615 | DIRECTOR | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,350,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $345,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,696,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,696,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,441 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,640,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,995 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,995 | TotalTaxAmt |
| Distributable Before Adj | $178,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,036 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $460,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $460,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,995 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $456,805 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $94,034 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,034 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $460,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178,036 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $282,764 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $376,798 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $376,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $94,034 | ExcessFromYear1Amt |
| Excess From Current Year | $282,764 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY C ANDREWS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP | |||||||
| 303 E 17TH AVE 510 | DENVER | CO | 80203 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $100 |
| ASPEN ANIMAL SHELTER | |||||||
| 101 ANIMAL SHELTER ROAD | ASPEN | CO | 81611 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| ASPEN VALLEY FOUNDATION | |||||||
| 400 E MAIN ST SUITE 2 | ASPEN | CO | 81611 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| BASALT FIRE DEPARTMENT | |||||||
| 1089 J W DR | CARBONDALE | CO | 81623 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| CHANDLER SCHOOL | |||||||
| 1005 ARMADA DR | PASADENA | CA | 91103 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| GREAT LAKES ACADEMY | |||||||
| 8401 S SAGINAW AVE | CHICAGO | IL | 60617 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| HOPES RIDES MN | |||||||
| 12801 DO LITTLE DR | MINNETONKA | MN | 55305 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| MAYO CLINIC | |||||||
| 8888 E RAINTREE DR | SCOTTSDALE | AZ | 85260 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 |
| ROARING FORK OUTDOOR VOLUNTEERS | |||||||
| 214 MIDLAND AVE | BASALT | CO | 81621 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 |
| SNOWMASS CHAPEL | |||||||
| 5307 OWL CREEK RD | SNOWMASS VILLAGE | CO | 816157169 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| SNOWMASS CHAPEL | |||||||
| 5307 OWL CREEK RD | SNOWMASS VILLAGE | CO | 816157169 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 |
| SNOWMASS CHAPEL | |||||||
| 5307 OWL CREEK RD | SNOWMASS VILLAGE | CO | 816157169 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 |
| SNOWMASS CHAPEL | |||||||
| 5307 OWL CREEK RD | SNOWMASS VILLAGE | CO | 816157169 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| STANFORD | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| THACHER SCHOOL | |||||||
| 400 E MAIN ST SUITE 2 | ASPEN | CO | 81611 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| WESTERN SLOPE FOOD BANK OF THE ROCKIES | |||||||
| 120 N RIVER RD | PALISADE | CO | 81526 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $100 |
| YOUTH ENTITY | |||||||
| 572 CO - 133 | CARBONDALE | CO | 81623 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $600 |
| FULL WOOL CENTER | |||||||
| 400 E MAIN ST SUITE 2 | ASPEN | CO | 81611 | NO RELATIONSHIP | PUBLIC CHARITY | GENERAL PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $452,887 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,360 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $458,247 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $458,247 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY AND KAREN ANDREWS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6637 | AddressLine1Txt |
| City | SNOWMASS VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,699 | Amt |
| Net Investment Income | $4,699 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ANDREWS FAMILY FOUNDATION ELECTS UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2008. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,924,700 | BookValueAmt |
| EOYFMV | $3,494,036 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $54,000 | Amt |
| Net Investment Income | $54,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2017 990-PF TAX | CategoryTxt |
| Amt | $2,897 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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