ANDREW FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ANDREW FAMILY FOUNDATION (EIN 36-3926511)
Tax period
2024-11-01 to 2025-10-31
Filed
2026-09-02
IRS object ID
202642459349100104
Schema version
2024v5.2
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)
Return2026-09-02T09:17:25-05:00ReturnTs
Tax Period End2025-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363926511EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Andrew Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Kim LlumiquingaInCareOfNm
Business Name ControlANDRBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114628 John Humphrey DriveAddressLine1Txt
CityOrland ParkCityNm
State AbbreviationILStateAbbreviationCd
ZIP60462ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEdward Andrew JrPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,075,960FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,550InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,550InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$482,583DividendsRevAndExpnssAmt
Dividends Net Invst Incm$482,583DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$530,283NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$609,676GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$530,283CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,551OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,551OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,018,967TotalRevAndExpnssAmt
Total Net Invst Incm$1,018,967TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$103,015OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$43,015OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$60,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,137TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$59,056OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$59,056OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$174,208TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$43,015TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$119,056TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$847,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$847,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,021,558TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$43,015TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$966,406TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,591ExcessRevenueOverExpensesAmt
Net Investment Income$975,952NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$200,023SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$278,825SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$278,825SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,333,437CorporateStockBOYAmt
Corporate Stock EOY$8,254,044CorporateStockEOYAmt
Corporate Stock EOYFMV$21,797,135CorporateStockEOYFMVAmt
Total Assets BOY$8,533,460TotalAssetsBOYAmt
Total Assets EOY$8,532,869TotalAssetsEOYAmt
Total Assets EOYFMV$22,075,960TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$8,533,460RetainedEarningBOYAmt
Retained Earning EOY$8,532,869RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,533,460TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,532,869TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,533,460TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,532,869TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,533,460TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,591ExcessRevenueOverExpensesAmt
Other Increases$2,000OtherIncreasesAmt
Subtotal$8,532,869SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,532,869TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$609,676GrossSalesPriceAmt
Cost Or Other Basis$79,393CostOrOtherBasisAmt
Gain Or Loss$530,283GainOrLossAmt
Gains Minus Excess Or Losses$530,283GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$530,283CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,566InvestmentIncomeExciseTaxAmt
Subtotal$13,566SubtotalAmt
Tax Based On Investment Income$13,566TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,400ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$13,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$34OverpaymentAmt
Applied To ES Tax$34AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Kim LlumiquingaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6024662611PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114628 John Humphrey DrAddressLine1Txt
CityOrland ParkCityNm
State AbbreviationILStateAbbreviationCd
ZIP60462ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
TFO Family Office Partners Inc
5060 North 40th Street Suite 200PhoenixAZ85018INVEST MGMT+ADMN SVC$103,015
Foundation Source
55 Walls Drive Ste 302FairfieldCT06824Administrative$58,991
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,387,728AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$262,701AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,650,429TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,650,429AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$309,756CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,340,673NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,017,034MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,017,034MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,566TaxBasedOnInvestmentIncomeAmt
Total Tax$13,566TotalTaxAmt
Distributable Before Adj$1,003,468DistributableBeforeAdjAmt
Recoveries Qualfied Distri$2,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,005,468DistributableBeforeDedAmt
Distributable As Adjusted$1,005,468DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$966,406ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$966,406QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,005,468DistributableAsAdjustedAmt
Undistributed Income PY$930,510UndistributedIncomePYAmt
Qualifying Distributions$966,406QualifyingDistributionsAmt
Applied To Year1$930,510AppliedToYear1Amt
Applied To Current Year$35,896AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$969,572UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDITH G ANDREWContributingManagerNm
Contributing ManagerEDWARD J ANDREW JRContributingManagerNm
Contributing ManagerKATHRYN A WILLETTContributingManagerNm
Contributing ManagerLaurel J AndrewContributingManagerNm
Contributing ManagerRICHARD G ANDREWContributingManagerNm
Contributing ManagerWILLIAM V ANDREWContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANDREW FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line114628 JOHN HUMPHREY DRIVEAddressLine1Txt
CityORLAND PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60462ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7084601288RecipientPhoneNum
Recipient Email AddressEAEPELBACHER@TFOFAMILYOFFICE.COMRecipientEmailAddressTxt
Form And Info And MaterialsHTTPS://ONLINE.FOUNDATIONSOURCE.COM/WS/INDEX.JSP?SITE=ANDREWFAMILY FOLLOW APPLICATION PROCESS THROUGH ABOVE WEBSITE.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (160 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABLE - ARTISTS BREAKING LIMITS & EXPECTATIONS
PO BOX 147069CHICAGOIL60614N/APCGeneral & Unrestricted$2,000
ADVOCATE CHARITABLE FOUNDATION
2025 WINDSOR DROAK BROOKIL60523N/APCGME Program in Park Ridge$1,500
ADVOCATE CHARITABLE FOUNDATION
2025 WINDSOR DROAK BROOKIL60523N/APCAdvocate Children's Hospital Curly Hair Kits$1,500
ADVOCATE HEALTH AND HOSPITALS CORPORATION
3075 HIGHLAND PKWY FL 6DOWNERS GROVEIL60515N/APCDEI Scholarship Fund$15,000
ADVOCATE HEALTH AND HOSPITALS CORPORATION
3075 HIGHLAND PKWY FL 6DOWNERS GROVEIL60515N/APCAdvocate Children's Hospital Curly Hair Kits$1,500
ALPHA PHI FOUNDATION INC
PO BOX 7410667CHICAGOIL60674N/APCGeneral & Unrestricted$400
ARIZONA CANCER FOUNDATION FOR CHILDREN
7010 E COCHISE RDSCOTTSDALEAZ85253N/APCArizona Cancer Foundation for Children Education Center$500
ARIZONA COMMUNITY FOUNDATION
2201 E CAMELBACK RD STE 405BPHOENIXAZ85016N/APCBarklee Fund$100,000
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85281N/APCASU Gammage$3,600
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER
PO BOX 2260TEMPEAZ85281N/APCRonald E Youngberg Scholarship FUND$750
ASSISTING LIVES IN LAS VEGAS
6446 W CHARLESTON BLVDLAS VEGASNV89146N/APCOperation School Bell$500
BARBERSHOP HARMONY SOCIETY LV CHAPTER
11040 CULGOA STLAS VEGASNV89179N/APCGeneral & Unrestricted$500
BOUNCE CHILDRENS FOUNDATION
255 BIRCHWOOD AVEDEERFIELDIL60015N/APCGeneral & Unrestricted$900
BRAVE SPACE ALLIANCE
1515 E 52ND PL 3RD FLCHICAGOIL60615N/APCGeneral & Unrestricted$1,000
BRIDGE TEEN CENTER NFP
15555 S 71ST COURTORLAND PARKIL60462N/APCFree Life-Changing Programs for Teens$10,000
BRIDGE TEEN CENTER NFP
15555 S 71ST COURTORLAND PARKIL60462N/APCSUMMER PROGRAMMING$2,500
BROADWAY CARES-EQUITY FIGHTS AIDS INC
165 WEST 46TH ST 1300NEW YORKNY10036N/APCGeneral & Unrestricted$250
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVEPHOENIXAZ85012N/APCGeneral & Unrestricted$500
CAFE MOMENTUM
1510 PACIFIC AVEDALLASTX75201N/APCCafe Momentum's Education Program Serving Justice-Involved Youth$10,000
CARE HARBOR
18436 HAWTHORNE BLVD STE 204TORRANCECA90504N/APCSight for Success fund$3,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCto Mandel School of Applied Social Science (MSASS) and to the College of Arts and Sciences$1,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106N/APCAndrew Family Foundation Scholarship Fund$5,000
CHAMBER OF MOTHERS INC
60 FADEM RDSPRINGFIELDNJ07081N/APCGeneral & Unrestricted$400
CHICAGO AREA MOUNTAIN BIKERS INC
336 PATRICIA LNBARTLETTIL60103N/APCGeneral & Unrestricted$1,000
CHICAGO FOOD RESCUE
2426 W DAKIN ST 2CHICAGOIL60618N/APCGeneral & Unrestricted$90,500
CHICAGO FREEDOM SCHOOL
PO BOX 4386CHICAGOIL60680N/APCGeneral & Unrestricted$1,000
CHICAGO PUBLIC MEDIA INC
NAVY PIER 848 EAST GRAND AVECHICAGOIL60611N/APCGeneral & Unrestricted$500
CHILDREN 4 TOMORROW
2600 S LOOP W STE 170HOUSTONTX77054N/APCGeneral & Unrestricted$1,000
CHUCK GARDNER BOWL4LIFE SCHOLARSHIP FOUNDATION
93 WINDY COVE LNRIDGEWAYSC29130N/APCGeneral & Unrestricted$2,500
CIRCLE URBAN MINISTRIES
118 N CENTRAL AVECHICAGOIL60644N/APCCharitable Event$1,000
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCCOW Swimming & Diving Winter Trip Fund$500
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCFighting Scot Fund (to Swimming/to area of greatest need)$500
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCWooster Fund$8,700
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCGeneral & Unrestricted$12,300
COLLEGE OF WOOSTER
1189 BEALL AVEWOOSTEROH44691N/APCEdward J. Andrew Fellowships$26,800
COLLIER COMMUNITY FOUNDATION INC
1110 PINE RIDGE RD STE 200NAPLESFL34108N/APCGlenview Scholarship Fund$5,000
COMMUNITY EMPOWERMENT NFP
8 MILBURN PARKEVANSTONIL60201N/APCHealthcare in the DR$10,000
COTTEY COLLEGE
1000 W AUSTIN BLVDNEVADAMO64772N/APCCottey Fund$500
COUNCIL ON THE ENVIRONMENT INC
PO BOX 2327NEW YORKNY10272N/APCGeneral & Unrestricted$750
CREATIVE NETWERK
PO BOX 22960SANTA BARBARACA93121N/APCCreative Netwerk's Chicago Dance, DJ and Wellness Education Programming$5,000
CRYSTAL RIVER WOMANS CLUB INC
PO BOX 1672CRYSTAL RIVERFL34423N/APCGeneral & Unrestricted$500
CUREPSP INC
325 HUDSON ST FL 4NEW YORKNY10013N/APCGeneral & Unrestricted$500
DESERT BOTANICAL GARDEN
1201 N GALVIN PKWYPHOENIXAZ85008N/APCGeneral & Unrestricted$250
DIAPER BANK OF GREATER CLEVELAND
15500 S WATERLOO RDCLEVELANDOH44110N/APCGeneral & Unrestricted$400
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCYouthWorks Program$2,000
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCGeneral & Unrestricted$1,000
DISCOVERY CHILDRENS MUSEUM
360 PROMENADE PLLAS VEGASNV89106N/APCDISCOVERY STEM Educational Programs$20,000
DOLPHIN RESEARCH CENTER INC
58901 OVERSEAS HWYGRASSY KEYFL33050N/APCGeneral & Unrestricted$3,000
DREAM DARE TO REVITALIZE EDUCATION THRU ARTS & MED
3418 GATES PLBRONXNY10467N/APCDREAM!'s Complex Harmony: Teaching Youth Conflict Resolution & the Arts$12,000
DREAM IN GREEN INC
66 W FLAGLER ST 9TH FLMIAMIFL33130N/APCGeneral & Unrestricted$500
EAST VALLEY WOMENS LEAGUE INC
PO BOX 10804TEMPEAZ85284N/APCProgram Sponsorship$2,500
ELIM CHRISTIAN SERVICES
13020 S CENTRAL AVECRESTWOODIL60418N/APCCharitable Event$1,000
ELITE YOUTH TOUR
2917 S HILLOCK AVECHICAGOIL60608N/APCElite Impact Fund$25,000
ELITE YOUTH TOUR
2917 S HILLOCK AVECHICAGOIL60608N/APCGeneral & Unrestricted$2,000
EVANS SCHOLARS FOUNDATION
2501 PATRIOT BLVDGLENVIEWIL60026N/APCLarry Hickey Memorial Endowed Scholarship fund$500
EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC
PO BOX 3886NEW YORKNY10163N/APCGeneral & Unrestricted$400
FIRST POINT VOLLEYBALL FOUNDATION
10880 WILSHIRE BLVD STE 1101LOS ANGELESCA90024N/APCSupport of the Fist Point/ESPN UMES Documentary$10,000
FIRST PRESBYTERIAN CHURCH OF NAPLES
250 SIXTH ST SOUTHNAPLESFL34102N/APCStewardship Pledge/Annual Fund$10,000
FIRST PRESBYTERIAN CHURCH OF SANTA FE
208 GRANT AVESANTA FENM87501N/APCGrowing the Beloved Community Campaign$5,300
FOOD RECOVERY NETWORK INC
1012 14TH ST NW STE 903WASHINGTONDC20005N/APCNational College Student-Driven Food Recovery Programs$16,000
FOOTHILLS EDUCATIONAL FOUNDATION
4515 E MUIRWOOD DRPHOENIXAZ85048N/APCGeneral & Unrestricted$500
FOUNDATION FOR AN INDEPENDENT TOMORROW
1931 STELLA LAKE STLAS VEGASNV89106N/APCGeneral & Unrestricted$500
FOURTH PRESBYTERIAN CHURCH OF CHICAGO
126 EAST CHESTNUT STCHICAGOIL60611N/APCJohn and Sue Buchanan Memorial Fund$31,000
FOURTH PRESBYTERIAN CHURCH OF CHICAGO
126 EAST CHESTNUT STCHICAGOIL60611N/APCBuchanan Memorial Fund$2,000
FREE ARTS FOR ABUSED CHILDREN OF ARIZONA
352 E CAMELBACK RD STE 100PHOENIXAZ85012N/APCGeneral & Unrestricted$400
FRIENDS OF SUDER ELEMENTARY SCHOOL
2022 W WASHINGTON BLVDCHICAGOIL60612N/APCSuder Sprint Fund$1,500
FRIENDS OF THE LIBRARY OF HOMOSASSA FLORIDA INC
PO BOX 132HOMOSASSA SPGFL34447N/APCGeneral & Unrestricted$1,000
FUN TIME EARLY CHILDHOOD ACADEMY INC
102 12TH ST NNAPLESFL34102N/APCEarly Literacy Initiative at Fun Time Early Childhood Academy$5,000
FUN TIME EARLY CHILDHOOD ACADEMY INC
102 12TH ST NNAPLESFL34102N/APCFun Time Early Childhood Academy Scholarship Fund$5,000
GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVAD
401 S MARYLAND PKWYLAS VEGASNV89101N/APCGeneral & Unrestricted$500
GENEVA LAKE CONSERVANCY INC
PO BOX 588FONTANAWI53125N/APCGeneral & Unrestricted$1,000
GENEVA LAKE ENVIRONMENTAL AGENCY
PO BOX 914WILLIAMS BAYWI53191N/AGOVGeneral & Unrestricted$1,000
GENEVA LAKE WATER SAFETY COMM INC
PO BOX 548WILLIAMS BAYWI53191N/APCGeneral & Unrestricted$2,000
GIRLFORWARD
PO BOX 607516CHICAGOIL60660N/APCGeneral & Unrestricted$500
GIRLS IN THE GAME NFP
1401 S SACRAMENTO DRCHICAGOIL60623N/APCGirls in the Game After School$5,000
GRACES TABLE
PO BOX 141432GRAND RAPIDSMI49514N/APCGeneral & Unrestricted$2,900
GRAND RAPIDS CHILDRENS MUSEUM
11 SHELDON AVE NEGRAND RAPIDSMI49503N/APCArtists in Residence Summer Program$500
GUADALUPE CENTER INC
2640 GOLDEN GATE PKWY STE 205NAPLESFL34105N/APCGuadalupe Center Community Resource Hub$5,000
HABITAT FOR HUMANITY CHICAGO
111 W JACKSON BLVDCHICAGOIL60604N/APCCharitable Event$5,000
HABITAT FOR HUMANITY CHICAGO
111 W JACKSON BLVDCHICAGOIL60604N/APCCharitable Event$5,500
HARAMBEE INITIATIVE INC
4300 YACKLEY AVELISLEIL60532N/APCSTEM program computer lab infrastructure and printers$4,000
HUNGER NETWORK OF GREATER CLEVELAND
4415 EUCLID AVE STE 110CLEVELANDOH44103N/APCFood Rescue Kitchen - A Non-Traditional Food Source to Battle Hunger$10,000
HUNTINGTONS DISEASE SOCIETY OF AMERICA INC
505 8TH AVE RM 1402NEW YORKNY10018N/APCGeneral & Unrestricted$250
HUSHABYE NURSERY
3003 E MCDOWELL RDPHOENIXAZ85008N/APCGeneral & Unrestricted$1,000
ICCF COMMUNITY HOME
415 MARTIN LUTHER KING JR ST SE 10GRAND RAPIDSMI49507N/APCGeneral & Unrestricted$250
ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHT
228 S WABASH AVE STE 800CHICAGOIL60604N/APCGeneral & Unrestricted$10,400
R S MAMMARAPPALLIL
ILLINOIS INSTITUTE OF TECHNOLOGYCHICAGOIL60677NONEISCHOLARSHIP FUND$5,0007565 SOLUTION CENTER
IMMOKALEE FAIR HOUSING ALLIANCE
208 BOSTON AVEIMMOKALEEFL34142N/APCBuilding a Community Cornerstone$50,000
INTONATION MUSIC WORKSHOP
4434 S LAKE PARK AVE STE 110CHICAGOIL60653N/APCGeneral & Unrestricted$1,250
JACOBS HOPE INC
1150 N COUNTRY CLUB DR STE 12MESAAZ85201N/APCGeneral & Unrestricted$1,500
JUNIATA COLLEGE
1700 MOORE STHUNTINGDONPA16652N/APCCharitable Event$2,000
KITCHEN ON THE STREET INC
2650 E MOHAWK LN STE 168PHOENIXAZ85050N/APCGeneral & Unrestricted$500
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCKnox Fund$5,000
KNOX COLLEGE
2 E S STGALESBURGIL61401N/APCAnnual Fund$5,000
LAS VEGAS PHILHARMONIC
10161 PARK RUN DRLAS VEGASNV89145N/APCGeneral & Unrestricted$1,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCThe Mark Burstein Professorship in Global and Public Health$4,000
LAWRENCE UNIVERSITY OF WISCONSIN
711 E BOLDT WAYAPPLETONWI54911N/APCThe Lawrence Fund$2,500
LEELANAU CONSERVANCY
105 N FIRST ST PO BOX 1007LELANDMI49654N/APCBring Sugarloaf back to life!$500
LEGAL AID CENTER OF SOUTHERN NEVADA INC
725 E CHARLESTON BLVDLAS VEGASNV89104N/APCGeneral & Unrestricted$500
LIBERTY WILDLIFE INC
2600 E ELWOOD STPHOENIXAZ85040N/APCGeneral & Unrestricted$250
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVECHICAGOIL60611N/APCStudent organization - Stand Up for Each Other (School of Law)$5,000
MADONNA MISSION
152 DEWINDT RD 430WINNETKAIL60093N/APCGeneral & Unrestricted$500
MANHATTAN THEATRE CLUB INC
311 WEST 43RD ST 8TH FLNEW YORKNY10036N/APCWrite on the Edge project$9,500
MAYO CLINIC
200 1ST ST SWROCHESTERMN55905N/APCGeneral & Unrestricted$1,000
MEADOWS SCHOOL
8601 SCHOLAR LNLAS VEGASNV89128N/APCGeneral & Unrestricted$3,500
MIDWEST ACCESS COALITION
PO BOX 736527CHICAGOIL60673N/APCGeneral & Unrestricted$1,000
NATIONAL GHOST RANCH FOUNDATION INC
280 PRIVATE DR 1708ABIQUIUNM87510N/APCGeneral & Unrestricted$2,500
NATIONAL PUBLIC RADIO INC
PO BOX 791490BALTIMOREMD21279N/APCGeneral & Unrestricted$1,250
NEW MEXICO PHILHARMONIC INC
3035 MENAUL BLVD NE STE 2ALBUQUERQUENM87107N/APCYoung Musician Initiative$1,000
NEW MOMS INC
5317 W CHICAGO AVECHICAGOIL60651N/APCHousing Program$10,000
NEW MOMS INC
5317 W CHICAGO AVECHICAGOIL60651N/APCBig City Bold Dreams Annual Gala$4,000
NEW MOMS INC
5317 W CHICAGO AVECHICAGOIL60651N/APCGeneral & Unrestricted$2,500
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY10458N/APCGeneral & Unrestricted$250
NEW YORK PUBLIC RADIO
PO BOX 1550NEW YORKNY10116N/APCGeneral & Unrestricted$1,250
P E O FOUNDATION
3700 GRAND AVEDES MOINESIA50312N/APCIn support of the PEO Educational Project benefiting Cottey College as designated by Chapter JJ Naples, Florida$1,000
P E O FOUNDATION
3700 GRAND AVEDES MOINESIA50312N/APCGeneral & Unrestricted$300
PALESTINE CHILDRENS RELIEF FUND
PO BOX 861716LOS ANGELESCA90086N/APCGeneral & Unrestricted$2,500
PEW RESEARCH CENTER
901 E ST NW STE 300WASHINGTONDC20004N/APCGeneral & Unrestricted$250
PLANNED PARENTHOOD ARIZONA INC
4751 N 15TH STPHOENIXAZ85014N/APCGeneral & Unrestricted$600
PLANNED PARENTHOOD OF ILLINOIS
17 N STATE STCHICAGOIL60602N/APCGeneral & Unrestricted$3,400
PRESBYTERIAN CHURCH USA A CORP
100 WITHERSPOON STLOUISVILLEKY40202N/APCPCUSA Presbyterian Disaster Assistance Fund for Wildfire Relief$10,000
PRESBYTERIAN CHURCH USA A CORP
100 WITHERSPOON STLOUISVILLEKY40202N/APCPresbyterian Publishing Corporation, A New Story Campaign$2,000
PROJECT 150
3600 N RANCHO DRLAS VEGASNV89130N/APCGeneral & Unrestricted$500
PROJECT HOOD COMMUNITIES
6620 S KING DRCHICAGOIL60637N/APCGeneral & Unrestricted$500
PROJECT MARILYN
3840 S JONES BLVDLAS VEGASNV89103N/APCPeriod Supplies are School Supplies$5,000
PROJECT MARILYN
3840 S JONES BLVDLAS VEGASNV89103N/APCGeneral & Unrestricted$1,700
RAPE RESPONSE INC
PO BOX 2883GAINESVILLEGA30503N/APCGeneral & Unrestricted$500
ROCKY MOUNTAIN PLANNED PARENTHOOD INC
719 SAN MATEO BLVD NEALBUQUERQUENM87108N/APCGeneral & Unrestricted$2,500
SANDRA DAY OCONNOR INSTITUTE
PO BOX 66422PHOENIXAZ85082N/APCCamp O'Connor USA$5,000
SANTA FE DESERT CHORALE
311 E PALACE AVESANTA FENM87501N/APCGeneral & Unrestricted$2,500
SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION
12001 S OAK PARK AVEPALOS HEIGHTSIL60463N/APCAthletic Department and Bowling programs$14,000
SPREAD THE WORD NEVADA
5373 ARVILLE STLAS VEGASNV89118N/APCFingerprinting for 20 Reading Buddy Volunteers$1,100
SPREAD THE WORD NEVADA
5373 ARVILLE STLAS VEGASNV89118N/APCBooks & Buddies Mentor Centers$25,000
A YU
ST LOUIS UNIVERSITYSAINT LOUISMO63103NONEISCHOLARSHIP GRANT$2,5003545 LINDELL BLVD
STRIKE AGAINST SUICIDE- SPARE A LIFE
27 KINGS POINT DRHAMPTONVA23669N/APCGeneral & Unrestricted$3,000
TAHOE FUND
PO BOX 7124TAHOE CITYCA96145N/APCGeneral & Unrestricted$1,550
TAHOE RIM TRAIL ASSOCIATION
PO BOX 3267STATELINENV89449N/APCGeneral & Unrestricted$1,000
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCGeneral & Unrestricted$5,500
THE CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APCVisiting Scholars Suite in the new dormitory$25,000
THE HINDU TEMPLE OF GREATER CHICAGO
10915 LEMONT RDLEMONTIL60439N/APCGeneral & Unrestricted$500
THE HOME OF RECORD PROJECT
627 W FLINTLOCK WAYCHANDLERAZ85286N/APCGeneral & Unrestricted$6,000
THE RONALD MCDONALD HOUSE OF WESTERN MICHIGAN INC
1323 CEDAR ST NEGRAND RAPIDSMI49503N/APCMore Rooms, More Love, specifically for the Kitchen expansion/needs$25,000
THE RONALD MCDONALD HOUSE OF WESTERN MICHIGAN INC
1323 CEDAR ST NEGRAND RAPIDSMI49503N/APCGeneral & Unrestricted$2,000
THE UNIVERSITY OF TEXAS AT AUSTIN
300 W DEAN KEETON A0704AUSTINTX78712N/AGOVGeneral & Unrestricted$500
TREADHEAD CYCLING INC
409 CIR DRLAKE GENEVAWI53147N/APCThe NICA Team$5,000
TRUSTEES OF PRINCETON UNIVERSITY
PO BOX 291PRINCETONNJ08542N/APCMen's Volleyball Endowment "Morgan McKenzie Volleyball fund"$500
TRUSTEES OF THE LAWRENCEVILLE SCHOOL
2500 MAIN STLAWRENCEVILLENJ08648N/APCThe Flower Fund$1,000
S NAJI
UNIVERSITY OF ILLINOISCHAMPAIGNIL61820NONEIScholarship Grant$5,000620 EAST JOHN ST
K SALAMA
UNIVERSITY OF ILLINOISCHAMPAIGNIL61820NONEIScholarship Grant$2,500620 EAST JOHN ST
UNIVERSITY OF MIAMI
4600 RICKENBACKER CAUSEWAYMIAMIFL33149N/APCGeneral & Unrestricted$1,000
UNIVERSITY OF MIAMI
PO BOX 248073CORAL GABLESFL33124N/APCRosenstiel School$1,000
UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION
4505 S MARYLAND PKWY BOX 451006LAS VEGASNV89154N/APCWilliam S. Boyd SCHOOL OF LAW SCHOLARSHIP FUND$1,000
G Fernandez
UNIVERSITY OF NOTRE DAME DU LACNOTRE DAMEIN46556NONEIScholarship Grant$5,000115 MAIN BLDG
UPSPRING
PO BOX 23300CINCINNATIOH45223N/APCUpSpring Resource Collaborative$5,000
UPTOWN STORIES INC
178 BENNETT AVENEW YORKNY10040N/APCGeneral & Unrestricted$500
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27109N/APCGeneral & Unrestricted$500
WAYNE CENTER FOR THE ARTS
237 S WALNUT STWOOSTEROH44691N/APCStart with Art - Preschool Art Program$500
WEST MICHIGAN MIRACLE LEAGUE
909 FOKAL DR SWGRAND RAPIDSMI49534N/APCGeneral & Unrestricted$500
WESTERN FOLKLIFE CENTER
501 RAILROAD STELKONV89801N/APCGeneral & Unrestricted$500
YERKES FUTURE FOUNDATION INC
PO BOX 346WILLIAMS BAYWI53191N/APCGeneral & Unrestricted$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$847,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,550ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$482,583ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$530,283ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
CLASS ACTION LAWSUIT PROCEEDS01$43
MADOFF RECOVERY FROM AIJED INTL LTD01$2,508

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,018,967ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,018,967TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQ P$1,577,826$2,605,472
DFA INTERNATIONAL CORE EQUITY$1,418,279$4,285,799
DFA INTERNATIONAL VECTOR EQUIT$556,550$1,101,608
DFA INVT US CORE EQ 2$1,309,175$10,428,147
VANGUARD REIT INDEX FD ADMIRAL$299,812$411,716
VANGUARD SF REIT ETF$49,896$211,000
VANGUARD TOTAL BOND MARKET IND$3,042,506$2,753,393

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$58,991$58,991
Postage/Delivery Service$39$39
State or Local Filing Fees$26$26

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Class Action Lawsuit Proceeds$43$43
MADOFF RECOVERY FROM AIJED INTL LTD$2,508$2,508

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$2,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$43,015$43,015
ADMINISTRATIVE SRVCS$60,000$60,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$9,200
990-PF Excise Tax for 2024$2,937

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