ANDREW FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ANDREW FAMILY FOUNDATION (EIN 36-3926511)
Tax period
2011-11-01 to 2012-10-31
Filed
2013-09-13
IRS object ID
201312569349100206
Schema version
2011v1.2
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)
Timestamp2013-09-13T14:45:05-00:00Timestamp
Tax Period End Date2012-10-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line155 Walls DriveAddressLine1
CityFairfieldCity
StateCTState
ZIP Code06824ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-11-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN363926511EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Andrew Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlANDRNameControl
Phone6024662611Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameEdward J Andrew JrName
TitlePresidentTitle
Date Signed2013-09-13DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJeffrey D HaskellName
Phone8008391754Phone
Date Prepared2013-09-13DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY14236556FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss49475ContriReceivedRevAndExpnss
Dividends Rev And Expnss458411DividendsRevAndExpnss
Dividends Net Invst Incm458411DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss176244NetGainSaleAssetsRevAndExpnss
Gross Sales Price7485011GrossSalesPrice
Capital Gain Net Incm Net Invst Incm176244CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss3988OtherIncomeRevAndExpnss
Other Income Net Invst Incm-115OtherIncomeNetInvstIncm
Total Revenue And Expenses688118TotalRevenueAndExpenses
Total Net Investment Income634540TotalNetInvestmentIncome
Accounting Fees Rev And Expnss12210AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps12210AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss66614OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm26614OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps40000OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss10100TaxesRevAndExpnss
Trav Conf Meeting Rev And Expnss8156TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps8156TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss220PrintingAndPubRevAndExpnss
Printing And Pub Dsbrs Chrtbl Prps220PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss86105OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm46807OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps39298OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss183405TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm73421TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps99884TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss610025ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps610025ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss793430TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm73421TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps709909TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-105312ExcessOfRevenueOverExpenses
Net Investment Income561119NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY728810SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY508252SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV508252SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY8264676InvestmentsCorpStockBOY
Investments Corp Stock EOY9752404InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV13688471InvestmentsCorpStockEOYFMV
Investments Other BOY1563436InvestmentsOtherBOY
Investments Other EOY190954InvestmentsOtherEOY
Investments Other EOYFMV39833InvestmentsOtherEOYFMV
Total Assets BOY10556922TotalAssetsBOY
Total Assets EOY10451610TotalAssetsEOY
Total Assets EOYFMV14236556TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY10556922RetainedEarningsBOY
Retained Earnings EOY10451610RetainedEarningsEOY
Total Net Assets BOY10556922TotalNetAssetsBOY
Total Net Assets EOY10451610TotalNetAssetsEOY
Total Liabilities Net Assets BOY10556922TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY10451610TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY10556922TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-105312ExcessOfRevenueOverExpenses
Subtotal10451610Subtotal
Total Net Assets Fund Balances EOY10451610TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSold
Publicly-traded Securities62368006061492175308175308
Passthrough K1 Capital Gain-50055-50055
ACL ALTERNATIVE FUND SAC LIMITED11969401197220-280-280P2009-04-012012-06-11
Capital Gain Distributions512715127151271
FieldValueIRS element (for citing)
Capital Gain Net Income176244CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1758765QualifyingDistributionsYear1
Noncharitable Assets Year114281921NoncharitableAssetsYear1
Distribution Ratio Year1000.053128DistributionRatioYear1
Qualifying Distributions Year2586533QualifyingDistributionsYear2
Noncharitable Assets Year213024098NoncharitableAssetsYear2
Distribution Ratio Year2000.045034DistributionRatioYear2
Qualifying Distributions Year3604701QualifyingDistributionsYear3
Noncharitable Assets Year310812311NoncharitableAssetsYear3
Distribution Ratio Year3000.055927DistributionRatioYear3
Qualifying Distributions Year4667533QualifyingDistributionsYear4
Noncharitable Assets Year414439972NoncharitableAssetsYear4
Distribution Ratio Year4000.046228DistributionRatioYear4
Qualifying Distributions Year5736077QualifyingDistributionsYear5
Noncharitable Assets Year515410694NoncharitableAssetsYear5
Distribution Ratio Year5000.047764DistributionRatioYear5
Total Distribution Ratio000.248081TotalDistributionRatio
Average Distribution Ratio000.049616AverageDistributionRatio
Net Noncharitable Assets13941849NetNoncharitableAssets
Adjusted Noncharitable Assets691739AdjustedNoncharitableAssets
One Percent Net Investment Income5611OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One697350AdjNonchrtblAssetsAndOnePct
Qualifying Distributions709909QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax5611InvestmentIncomeExciseTax
Subtotal5611Subtotal
Tax Based On Investment Income5611TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment31600EstTaxPaymentsAndOverpayment
Total Credits And Payments31600TotalCreditsAndPayments
Tax Paid Original Return31600TaxPaidOriginalReturn
Form2220 AttachedXForm2220Attached
Overpayment25989Overpayment
Amount Credited To Next Year6000AmountCreditedToNextYear
Amount To Be Refunded19989AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Books In Care Of Person NameKim LlumiquingaBooksInCareOfPersonName
Books In Care Of Phone Number6024662611BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersontruePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualstrueGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncometrueProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Laurel J Andrew
14628 John Humphrey DriveOrland ParkIL60462Treasurer / Director001.000
William V Andrew
14628 John Humphrey DriveOrland ParkIL60462Director001.000
Edward J Andrew
14628 John Humphrey DriveOrland ParkIL60462Director001.000
Edith G Andrew
14628 John Humphrey DriveOrland ParkIL60462Director001.000
Richard G Andrew
14628 John Humphrey DriveOrland ParkIL60462Vice President / Director001.000
Edward J Andrew Jr
14628 John Humphrey DriveOrland ParkIL60462President / Director001.000
Kim Llumiquinga
14628 John Humphrey DriveOrland ParkIL60462Assistant Secretary / Assistant Treasurer001.000
Kathryn A Willett
14628 John Humphrey DriveOrland ParkIL60462Secretary / Director001.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities12470483AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances887623AvgMonthlyCashBalances
FMV All Other Noncharitable Assets796055FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets14154161TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets14154161AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable212312CashDeemedCharitable
Net Noncharitable Assets13941849NetNoncharitableAssets
Minimum Investment Return697092MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return697092MinimumInvestmentReturn
Tax Based On Investment Income5611TaxBasedOnInvestmentIncome
Total Tax5611TotalTax
Distributable Amount Before Adj691481DistributableAmountBeforeAdj
Distributable Amount Before Ded691481DistributableAmountBeforeDed
Distributable Amount As Adjusted691481DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions709909ExpensesAndContributions
Qualifying Distributions709909QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm5611OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions704298AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted691481DistributableAmountAsAdjusted
Undistributed Income Prior Year428236UndistributedIncomePriorYear
Qualifying Distributions709909QualifyingDistributions
Applied To Year1428236AppliedToYear1
Applied To Current Year281673AppliedToCurrentYear
Undistributed Income CY409808UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerEdward AndrewContributingManager
Contributing ManagerEdward Andrew JrContributingManager
Contributing ManagerEdith AndrewContributingManager
Contributing ManagerKathryn WillettContributingManager
Contributing ManagerLaurel AndrewContributingManager
Contributing ManagerRichard AndrewContributingManager
Contributing ManagerWilliam AndrewContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (137 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ADVOCATE HEALTH AND HOSPITAL'S CORP
205 W TOUHY STE 225PARK RIDGEIL60453N/A509(a)(1)Hearts for Hope$2,400
ADVOCATE HEALTH AND HOSPITAL'S CORP
205 W TOUHY STE 225PARK RIDGEIL60453N/A509(a)(1)Charitable Event - Hope Childrens Hospital$2,500
ADVOCATE HEALTH AND HOSPITAL'S CORP
205 W TOUHY STE 225PARK RIDGEIL60453N/A509(a)(1)Charitable Event - Hope Childrens Hospital$2,500
ADVOCATE HEALTH AND HOSPITAL'S CORP
205 W TOUHY STE 225PARK RIDGEIL60453N/A509(a)(1)Charitable Event - Hope Childrens Hospital$2,500
AMERICAN CAMPING ASSOCIATION INC
5000 STATE RD 67 NMARTINSVILLEIN46151N/A509(a)(2)General Unrestricted$3,000
AMERICAN RADIO RELAY LEAGUE INC
225 MAIN STNEWINGTONCT06111N/A509(a)(2)General Unrestricted$200
AVERY COONLEY SCHOOL
1400 MAPLE AVEDOWNERS GROVEIL60515N/A509(a)(1)Jeff Melton Memorial Fund$500
BENET ACADEMY
2200 MAPLE AVELISLEIL60532N/A509(a)(1)General Unrestricted$3,000
BENET ACADEMY
2200 MAPLE AVELISLEIL60532N/A509(a)(1)Heritage of Faith Campaign$10,000
BLUE CAP FOUNDATION INC
2155 BROADWAY STBLUE ISLANDIL60406N/A509(a)(2)General Unrestricted$5,000
BLUE ISLAND CIT FOR PERSONS W DEV
2155 BROADWAY STBLUE ISLANDIL60406N/A509(a)(1)Music Therapy for Children and Seniors with Disabilities$5,000
BRIDGE TEEN CENTER NFP
15555 S 71ST COURTORLAND PARKIL60462N/A509(a)(1)General Unrestricted$500
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVEPHOENIXAZ85012N/A509(a)(1)General Unrestricted$3,000
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVEPHOENIXAZ85012N/A509(a)(1)Brophy Volleyball Program$1,000
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVEPHOENIXAZ85012N/A509(a)(1)Men of 2014 Campaign$10,000
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVEPHOENIXAZ85012N/A509(a)(1)Men of 2014 Campaign$15,000
CALVIN COLLEGE
3201 BURTON ST SEGRAND RAPIDSMI49546N/A509(a)(1)Calvin Annual Fund$500
CARL SANDBURG MUSIC BOOSTERS INC
13300 S LA GRANGE RDORLAND PARKIL60462N/A509(a)(2)General Unrestricted$250
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/A509(a)(1)General Unrestricted$5,000
CHALLENGER CENTER FOR SPACE SCIENCE
300 N LEE ST STE 301ALEXANDRIAVA22314N/A509(a)(1)General Unrestricted$2,500
CHANCES FOR CHILDREN-ARIZONA
9399 S PRIEST DRTEMPEAZ85284N/A509(a)(1)Charitable Event$500
CHICAGO AREA MOUNTAIN BIKERS INC
336 PATRICIA LNBARTLETTIL60103N/A509(a)(2)Power Wagon for the Grooming of the Palos Trails$1,000
CHICAGO EDUCATION PROJECT INC
1355 REMINGTON RD STE LSCHAUMBURGIL60173N/A509(a)(1)Charitable Event$1,500
CHICAGO LIGHTS
126 E CHESTNUT STCHICAGOIL60611N/A509(a)(2)General Unrestricted$400
CHICAGO LIGHTS
126 E CHESTNUT STCHICAGOIL60611N/A509(a)(2)Summer Day Program$2,400
CHICAGO LIGHTS
126 E CHESTNUT STCHICAGOIL60611N/A509(a)(2)Summer Day Program$200
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/A509(a)(1)General Unrestricted$23,300
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/A509(a)(1)Wooster Fund$5,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/A509(a)(1)Wooster Fund$1,000
COTTEY COLLEGE
1000 W AUSTIN BLVDNEVADAMO64772N/A509(a)(1)Capital Campaign$1,000
DALLAS SYMPHONY ASSOCIATION INC
2301 FLORA ST STE 300DALLASTX75201N/A509(a)(2)Annual Fund$1,200
DIAN FOSSEY GORILLA FUND
800 CHEROKEE AVEATLANTAGA30315N/A509(a)(1)General Unrestricted$300
R SRIDHARA
DUKE UNIV PO BOX 90759DURHAMNC27708NONE509(a)(1)Scholarship Grant$2,250
ELIM CHRISTIAN SERVICES
13020 S CENTRAL AVEPALOS HEIGHTSIL60463N/A509(a)(1)General Unrestricted$500
EMPOWER PLAYGROUNDS INC
3214 N UNIVERSITY AVE 501PROVOUT84604N/A509(a)(1)General Unrestricted$2,000
EMPOWER PLAYGROUNDS INC
3214 N UNIVERSITY AVE 501PROVOUT84604N/A509(a)(1)Playground for Kpala$10,000
FIELD MUSEUM OF NATURAL HISTORY
1400 S LAKE SHORE DRCHICAGOIL60605N/A509(a)(2)General Unrestricted$200
FOOTHILLS EDUCATIONAL FOUNDATION
4515 E MUIRWOOD DRPHOENIXAZ85048N/A509(a)(1)Summit Fund$2,500
FOUNDATION FOR AN INDEPENDENT TOMOR
1931 STELLA LAKE STLAS VEGASNV89106N/A509(a)(1)General Unrestricted$1,500
FOURTH PRESBYTERIAN CHURCH OF CHICA
126 E CHESTNUT STCHICAGOIL60611N/A509(a)(1)General Unrestricted$2,900
FREE ARTS FOR ABUSED CHILDREN OF AR
103 W HIGHLAND AVE STE 200PHOENIXAZ85013N/A509(a)(1)General Unrestricted$900
GENEVA LAKE WATER SAFETY COMM INC
PO BOX 548WILLIAMS BAYWI53191N/A509(a)(1)General Unrestricted$1,000
GREAT ARIZONA PUPPET THEATER INC
302 W LATHAM STPHOENIXAZ85003N/A509(a)(2)General Unrestricted$600
GREAT ARIZONA PUPPET THEATER INC
302 W LATHAM STPHOENIXAZ85003N/A509(a)(2)Imagine This$4,900
GREAT ARIZONA PUPPET THEATER INC
302 W LATHAM STPHOENIXAZ85003N/A509(a)(2)Imagine This$1,000
GREATER DALLAS YOUTH ORCHESTRA
3630 HARRY HINES BLVDDALLASTX75219N/A509(a)(1)Scholarship Fund$200
GREENHILL SCHOOL
4141 SPRING VLY RDADDISONTX75001N/A509(a)(1)General Unrestricted$400
GREENHILL SCHOOL
4141 SPRING VLY RDADDISONTX75001N/A509(a)(1)Financial Aid Fund$1,000
GREENHILL SCHOOL
4141 SPRING VLY RDADDISONTX75001N/A509(a)(1)Greenhill Fund$1,000
HOMEWARD BOUND
2302 W COLTER STPHOENIXAZ85015N/A509(a)(1)Charitable Event$500
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVE NWWASHINGTONDC20036N/A509(a)(1)General Unrestricted$500
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/A509(a)(1)Annual Fund$10,000
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/A509(a)(1)Mens Volleyball$500
JUVENILE DIABETES RESEARCH FOUNDATI
4343 E CAMELBACK RD STE 230PHOENIXAZ85018N/A509(a)(1)Charitable Event$200
JUVENILE DIABETES RESEARCH FOUNDATI
4343 E CAMELBACK RD STE 230PHOENIXAZ85018N/A509(a)(1)Charitable Event$200
JUVENILE DIABETES RESEARCH FOUNDATI
4343 E CAMELBACK RD STE 230PHOENIXAZ85018N/A509(a)(1)Charitable Event$225
KNOX COLLEGE
2 E S ST K-147GALESBURGIL61401N/A509(a)(1)Knox Fund$5,000
KNOX COLLEGE
2 E S ST K-147GALESBURGIL61401N/A509(a)(1)Mens and Womens Swim Team Needs$1,200
KNOX COLLEGE
2 E S ST K-147GALESBURGIL61401N/A509(a)(1)Alumni Hall Project$5,000
KNOX COLLEGE
2 E S ST K-147GALESBURGIL61401N/A509(a)(1)Alumni Hall Project$2,000
LAS VEGAS SUN SUMMER CAMP FUND
901 N GREEN VALLEY PKWY STE 210HENDERSONNV89074N/A509(a)(1)General Unrestricted$1,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/A509(a)(1)General Unrestricted$400
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAY SPC 18APPLETONWI54911N/A509(a)(1)Annual Giving Fund$5,000
LEAGUE TO SAVE LAKE TAHOE
2608 LAKE TAHOE BLVDS LAKE TAHOECA96150N/A509(a)(2)General Unrestricted$250
LEE MEMORIAL HEALTH SYSTEM FOUNDATI
PO BOX 2218FORT MYERSFL33902N/A509(a)(1)General Unrestricted$1,000
LIBERTY YOUTH RANCH INC
PO BOX 366206BONITA SPGSFL34136N/A509(a)(1)General Unrestricted$1,100
LIED DISCOVERY CHILDRENS MUSEUM
833 LAS VEGAS BLVD NLAS VEGASNV89101N/A509(a)(1)General Unrestricted$1,000
LIED DISCOVERY CHILDRENS MUSEUM
833 LAS VEGAS BLVD NLAS VEGASNV89101N/A509(a)(1)Einsteins Corner Sponsorship$20,000
LIED DISCOVERY CHILDRENS MUSEUM
833 LAS VEGAS BLVD NLAS VEGASNV89101N/A509(a)(1)New Building Endowment Fund$625
LIED DISCOVERY CHILDRENS MUSEUM
833 LAS VEGAS BLVD NLAS VEGASNV89101N/A509(a)(1)New Building Endowment Fund$425
LUKE S WINGS INC
3128 N ST NWWASHINGTONDC20007N/A509(a)(1)General Unrestricted$1,000
MAGGIES PLACE INC
PO BOX 1102PHOENIXAZ85001N/A509(a)(1)General Unrestricted$500
MEADOWS SCHOOL
8601 SCHOLAR LNLAS VEGASNV89128N/A509(a)(1)General Unrestricted$3,000
MEADOWS SCHOOL
8601 SCHOLAR LNLAS VEGASNV89128N/A509(a)(1)Softball Field Naming for Coach Kaempfer$2,925
MERIT SCHOOL OF MUSIC
38 S PEORIA STCHICAGOIL60607N/A509(a)(1)General Unrestricted$1,200
MINDFUL MEDICINE WORLDWIDE NFP
1458 W HIGHLAND AVE 3BCHICAGOIL60660N/A509(a)(1)General Unrestricted$200
MIRACLE LEAGUE OF JOLIET
PO BOX 3617JOLIETIL60434N/A509(a)(1)General Unrestricted$300
MORAINE VALLEY COMMUNITY COLLEGE FO
9000 W COLLEGE PKWYPALOS HILLSIL60465N/A509(a)(2)Parents as Educational Partners PEP$2,500
MUSEUM OF SCIENCE AND INDUSTRY
57TH ST AND LAKE SHORE DRCHICAGOIL60637N/A509(a)(1)General Unrestricted$200
NATIONAL CORVETTE MUSEUM FOUNDATION
350 CORVETTE DRBOWLING GREENKY42101N/A509(a)(1)General Unrestricted$1,000
NAVY LEAGUE FOUNDATION
2300 WILSON BLVD STE 200ARLINGTONVA22201N/A509(a)(1)General Unrestricted$300
NEIGHBORHOOD HEALTH CLINIC INC
121 GOODLETTE RD NNAPLESFL34102N/A509(a)(1)General Unrestricted$1,500
NEIGHBORHOOD HEALTH CLINIC INC
121 GOODLETTE RD NNAPLESFL34102N/A509(a)(1)Diabetic Program$10,000
NEVADA SCHOOL OF THE ARTS
401 S 4TH ST STE 125LAS VEGASNV89101N/A509(a)(1)General Unrestricted$2,000
NORTH CENTRAL COLLEGE
30 N BRAINARD STNAPERVILLEIL60540N/A509(a)(1)General Unrestricted$1,200
NORTH TEXAS FOOD BANK
4500 S COCKRELL HL RDDALLASTX75236N/A509(a)(1)Backpacks for Kids$900
NORTH TEXAS FOOD BANK
4500 S COCKRELL HL RDDALLASTX75236N/A509(a)(1)Food 4 Kids$500
NORTH TEXAS FOOD BANK
4500 S COCKRELL HL RDDALLASTX75236N/A509(a)(1)Food 4 Kids$200
NORTHWESTERN UNIVERSITY
1201 DAVIS ST 3RD FLEVANSTONIL60208N/A509(a)(1)SESP Annual Fund$1,000
R SCHIEBER
NORTHWESTERN U 1801 HINMAN AVEEVANSTONIL60208NONE509(a)(1)Scholarship Grant$3,834
R KHAKHKHAR
NORTHWESTERN U 1801 HINMAN AVEEVANSTONIL60208NONE509(a)(1)Scholarship Grant$4,833
E HEVEL
NORTHWESTERN U 1801 HINMAN AVEEVANSTONIL60208NONE509(a)(1)Scholarship Grant$5,833
PAZ DE CRISTO COMMUNITY CENTER
424 W BROADWAY RDMESAAZ85210N/A509(a)(1)General Unrestricted$50
PLANETARY SOCIETY
85 S GRAND AVEPASADENACA91105N/A509(a)(1)Laser Bee Program$500
PLANNED PARENTHOOD OF GREATER TEXAS
7424 GREENVILLE AVE STE 206DALLASTX75231N/A509(a)(2)General Unrestricted$600
PLANNED PARENTHOOD OF GREATER TEXAS
7424 GREENVILLE AVE STE 206DALLASTX75231N/A509(a)(2)Annual Fund$1,000
PLANNED PARENTHOOD OF ILLINOIS
18 S MICHIGAN AVE 6TH FLRCHICAGOIL60603N/A509(a)(1)General Unrestricted$200
POMONA COLLEGE
550 N COLLEGE AVECLAREMONTCA91711N/A509(a)(1)General Unrestricted$5,000
D DYRDA
PRINCETON UNIVERSITY BOX 5357PRINCETONNJ08543NONE509(a)(1)Scholarship Grant$4,000
RADIO CLUB OF AMERICA INC
PO BOX 621074LITTLETONCO80162N/A509(a)(1)General Unrestricted$200
READING IN MOTION
65 E WACKER PL STE 1800CHICAGOIL60601N/A509(a)(2)Annual Fund$5,000
READING IN MOTION
65 E WACKER PL STE 1800CHICAGOIL60601N/A509(a)(2)Director of New School Partnerships for Reading In Motion$100,000
RONALD MCDONALD HOUSE CHARITIES OF
1301 W 22ND ST STE 905OAK BROOKIL60523N/A509(a)(1)General Unrestricted$1,200
ROSIES HOUSE A MUSIC ACADEMY FOR CH
PO BOX 13446PHOENIXAZ85002N/A509(a)(1)General Unrestricted$850
RUSTON-BAKER EDUCATIONAL INSTITUTIO
201 S BISCAYNE BLVD STE 800MIAMIFL33131N/A509(a)(1)General Unrestricted$500
SCHOOL YEAR ABROAD INC
439 S UNION STLAWRENCEMA01843N/A509(a)(1)Annual Fund$500
SCHOOL YEAR ABROAD INC
439 S UNION STLAWRENCEMA01843N/A509(a)(1)France Scholarship Fund$300
SOUTHWEST CHICAGO CHRISTIAN SCHOOL
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/A509(a)(1)General Unrestricted$2,000
SOUTHWEST CHICAGO CHRISTIAN SCHOOL
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/A509(a)(1)Bowling Teams and General Fund$3,275
SOUTHWEST CHICAGO CHRISTIAN SCHOOL
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/A509(a)(1)Bowling Teams and General Fund$11,000
SOUTHWEST CHICAGO CHRISTIAN SCHOOL
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/A509(a)(1)STEM Remodeling Implementation$35,000
SPECIAL OLYMPICS ARIZONA INC
2100 S 75TH AVEPHOENIXAZ85043N/A509(a)(1)Charitable Event$500
SPREAD THE WORD NEVADA
260 E DESERT ROSE DRHENDERSONNV89015N/A509(a)(1)Data Research Project$25,000
ST JOHN OF THE CROSS CHURCH
5005 WOLF RDWESTERN SPRINGSIL60558N/A509(a)(1)General Unrestricted$1,000
ST JOHN OF THE CROSS CHURCH
5005 WOLF RDWESTERN SPRINGSIL60558N/A509(a)(1)Support a Student Scholarship Fund$1,000
TRANSLATIONAL GENOMICS RESEARCH INS
400 E VAN BUREN ST STE 850PHOENIXAZ85004N/A509(a)(1)Drug Resistant Ovarian Cancer Study$20,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637N/A509(a)(1)Yerkes Observatory Program$200
D HEALEY
UNIV OF CHICAGO 5801 S ELLIS AVECHICAGOIL60637NONE509(a)(1)Scholarship Grant$4,333
UNIVERSITY OF CHICAGO
1427 E 60TH ST STE 120CHICAGOIL60637N/A509(a)(1)Annual Fund$1,000
UNIVERSITY OF CHICAGO
1427 E 60TH ST STE 120CHICAGOIL60637N/A509(a)(1)Laboratory School Program$200
M VELDMAN
UNIV OF CHICAGO 1115 E 58TH STCHICAGOIL60637NONE509(a)(1)Scholarship Grant$1,167
S MATTEAZZI
UNIV OF MICHIGAN 515 E JEFFERSON STANN ARBORMI48109NONE509(a)(1)Scholarship Grant$6,000
UNIVERSITY OF UTAH - ARTSBRIDGE
375 S 1530 E RM 250SALT LAKE CITYUT84112N/A509(a)(1)ArtsBridge$40,000
VALLEY YOUTH THEATRE
807 N 3RD STPHOENIXAZ85004N/A509(a)(2)General Unrestricted$5,200
VALLEY YOUTH THEATRE
807 N 3RD STPHOENIXAZ85004N/A509(a)(2)GAP Campaign$10,000
VELOSTREET INC
PO BOX 5873SANTA ROSACA95402N/A509(a)(2)Charitable Event$500
VELOSTREET INC
PO BOX 5873SANTA ROSACA95402N/A509(a)(2)Charitable Event$1,500
VELOSTREET INC
PO BOX 5873SANTA ROSACA95402N/A509(a)(2)Charitable Event$300
VICKERY MEADOW LEARNING CENTER
6329 RIDGECREST RDDALLASTX75231N/A509(a)(1)Fall Appeal Fund$1,000
VICKERY MEADOW LEARNING CENTER
6329 RIDGECREST RDDALLASTX75231N/A509(a)(1)Charitable Event$20,000
E MUELLER
WASHINGTON U 1 BROOKINGS DR BX 1041ST LOUISMO63130NONE509(a)(1)Scholarship Grant$1,750
WATERFORD INSTITUTE INC
1590 E 9400 SSANDYUT84093N/A509(a)(1)Camp Consonant Sequencer for Individualized Reading Remediation$45,000
WESTERN FOLKLIFE CENTER
501 RAILROAD STELKONV89801N/A509(a)(1)General Unrestricted$250
XAVIER COLLEGE PREPARATORY
4710 N 5TH STPHOENIXAZ85012N/A509(a)(1)General Unrestricted$3,000
XAVIER COLLEGE PREPARATORY
4710 N 5TH STPHOENIXAZ85012N/A509(a)(1)The Xavier X-Breakfast$1,000
A J HERNANDEZ-LEYVA
YALE UNIV PO BOX 208232NEW HAVENCT06520NONE509(a)(1)Scholarship Grant$2,500
YOUNG WOMENS LEADERSHIP CHARTER SCH
2641 S CALUMET AVECHICAGOIL60616N/A509(a)(1)General Unrestricted$400
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year610025TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$458,411ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$176,244ExclusionAmount

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescriptionExclusion CodeExclusionCodeExclusionExclusionAmount
K-1 Pass-Through Income14-$115
Federal Tax Refund01$4,103

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$638,643ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA638643TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number0001ContributorNumber
Contributor Name IndividualEdith G AndrewContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line114628 John Humphrey DriveAddressLine1
CityOrland ParkCity
StateILState
ZIP Code60462ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions49375AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

CategoryCategoryAmountAmountDisbursements Charitable PrpsDisbursementsCharitablePrps
Agreed Upon Procedures for Years Ended 10/31/10 and 10/31/11$7,8007800
Preparation for and Attendance at Board Meetings$4,4104410

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (8 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
66129 shares of DFA EMERGING MARKETS CORE EQ PRTFL MUTUAL FUND DFCEX11500001256447
268080 shares of DFA INTERNATIONAL CORE EQUITY FUND DFIEX18467162707613
407182 shares of DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 2 DFQTX24975824882107
91664 shares of EATON VANCE PARMETRIC STRUCTURED COMMODITY STRAT FD I EIPCX792000808480
115126 shares of PIMCO COMMODITY REAL RETURN STRATEGY FUND PCRIX726686790916
20092 shares of VANGUARD REIT INDEX FUND SIGNAL SHS VGRSX505000489845
12610 shares of VANGUARD SF REIT ETF VNQ309420811863
173476 shares of VANGUARD TOTAL BOND MARKET INDEX FUND SIGNAL SHARE VBTSX19250001941200

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemAIJED INTERNATIONAL, LTDCategoryOrItem
Book Value190954BookValue
EOYFMV39833EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
Administrative Fees3873138731
Bank Charges634634
Foundation Dues Memberships500500
ACL ALTERNATIVE FUND SAC LIMITED K1 Expenses4617346173
State or Local Filing Fees6767

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
ALTERNATIVE FUND LIMITED USD CLASS A K-1 Pass-Through Share of Partnership Income-115-115
Federal Tax Refund4103

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
Investment Management Services$26,61426614
Administrative Services$40,00040000

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
Edith G Andrew - Edie
14628 John Humphrey DriveOrland ParkIL60462
Edward J Andrew - Ed
14628 John Humphrey DriveOrland ParkIL60462

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEstimated Tax for 2012Category
Amount$10,100Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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