LENFESTEY FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LENFESTEY FAMILY FOUNDATION INC (EIN 39-1748548)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-10
- IRS object ID
- 202611619349100221
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-10T17:07:20-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 LOMBARDI AVENUE SUITE 200 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391748548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENFESTEY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PRIVATE PHILANTHROPY SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENF | BusinessNameControlTxt |
| Phone | 9204367800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 LOMBARDI AVENUE 200 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES LENFESTEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204367800 | PhoneNum |
| Signature | 2026-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE MULLOY | PreparerPersonNm |
| PTIN | P01241748 | PTIN |
| Phone | 9204367800 | PhoneNum |
| Preparation | 2026-05-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,967,540 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $113 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,883 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,883 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,430,573 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,161 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $181,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,157 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,942 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,471 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,471 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,427 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,216 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,049 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,638 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $217,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $217,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $238,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,637 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $691,448 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $188,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $188,275 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,600,839 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,046,584 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,779,265 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,292,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,234,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,967,540 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,292,287 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,234,859 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,292,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,234,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,292,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,234,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,292,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,234,859 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,234,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,430,573 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,300,412 | CostOrOtherBasisAmt |
| Gain Or Loss | $130,161 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $130,161 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,161 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $116 | EsPenaltyAmt |
| Tax Due | $2,391 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | 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 | JAMES LENFESTEY | IndividualWithBooksNm |
| Phone | 6128251050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 W 48TH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES LENFESTEY | ||||||||
| 318 W 48TH STREET | MINNEAPOLIS | MN | 55419 | TREAS/SECRETARY | 0.50 | $0 | $0 | $0 |
| SUSAN LENFESTEY | ||||||||
| 318 W 48TH STREET | MINNEAPOLIS | MN | 55419 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| DORA LENFESTEY | ||||||||
| 318 W 48TH STREET | MINNEAPOLIS | MN | 55419 | PRESIDENT | 0.50 | $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 | $2,491,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $482,378 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,973,707 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,973,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,929,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,275 | TotalTaxAmt |
| Distributable Before Adj | $144,180 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $144,180 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $144,180 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,638 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $218,638 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,180 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $48,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $216,318 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $98,345 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $363,529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,180 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,458 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $437,987 | 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 | $437,987 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $48,866 | ExcessFromYear3Amt |
| Excess From Year2 | $216,318 | ExcessFromYear2Amt |
| Excess From Year1 | $98,345 | ExcessFromYear1Amt |
| Excess From Current Year | $74,458 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES LENFESTEY | ContributingManagerNm |
| Contributing Manager | SUSAN LENFESTEY | ContributingManagerNm |
| Contributing Manager | DORA LENFESTEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRIVATE PHILANTHROPY SERVICES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 W 48TH ST | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6128251050 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| ANDERSON CENTER FOR INTERDISCIPLINARY STUDIES | |||||||
| PO BOX 406 | RED WING | MN | 55066 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| BLACK MESA TRUST | |||||||
| PO BOX 33 | KYKOTZMOVI VILLAGE | AZ | 86039 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| CENTER FOR PURPOSEFUL LEADERSHIP | |||||||
| 5115 EXCELSIOR BLVD 315 | MINNEAPOLIS | MN | 55416 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| CLIMATE GENERATION - A WILL STEGER LEGACY | |||||||
| 2801 21ST AVE S SUITE 110 | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 485 | ETNA | NH | 03750 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | N/A | PC | GENERAL OPERATIONS | $6,000 |
| EDEN REFORESTATION PROJECTS | |||||||
| 303 W FOOTHILL BLVD UNIT 13 | GLENDORA | CA | 91741 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 98051 | WASHINGTON | DC | 200778051 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| ESPANOLA VALLEY HUMANE SOCIETY | |||||||
| 108 HAMM PARKWAY | ESPANOLA | NM | 87532 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| FLOW (FOR LOVE OF WATER) | |||||||
| 440 WEST FRONT ST SUITE 100 | TRAVERSE CITY | MI | 49684 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| FORESTS FOR MONARCHS | |||||||
| PO BOX 597 | DEDHAM | MA | 02027 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| FRESH ENERGY | |||||||
| 408 SAINT PETER STREET SUITE 350 | ST PAUL | MN | 55102 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| GRAYWOLF PRESS | |||||||
| 212 THIRD AVE N SUITE 485 | MINNEAPOLIS | MN | 55401 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| GUTHRIE THEATER FOUNDATION | |||||||
| 818 S SECOND ST | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| JANET S MUNT FAMILY ROOM | |||||||
| 20 ALLEN ST | BURLINGTON | VT | 05401 | N/A | PC | VERMONT FATHERHOOD | $5,000 |
| JUNGLE THEATER | |||||||
| 2951 LYNDALE AVE S | MINNEAPOLIS | MN | 55408 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| LEAGUE OF WOMEN VOTERS OF SEATTLE KING COUNTY EDUCATION FUND | |||||||
| 1511 3RD AVE SUITE 900 | SEATTLE | WA | 98101 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| LENSIC PERFORMING ARTS CENTER | |||||||
| 211 W SAN FRANCISCO ST | SANTA FE | NM | 87501 | N/A | PC | GREENING/WASTE REDUCTION | $2,500 |
| MACKINAC ARTS COUNCIL | |||||||
| PO BOX 1363 | MACKINAC ISLAND | MI | 49757 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MACKINAC ISLAND COMMUNITY FOUNDATION | |||||||
| PO BOX 933 | MACKINAC ISLAND | MI | 49757 | N/A | PC | GENERAL OPERATIONS | $8,000 |
| MICHIGAN ENVIRONMENTAL COUNCIL | |||||||
| 602 W IONIA ST | LANSING | MI | 48933 | N/A | PC | OIL AND WATER DON'T MIX | $1,000 |
| MICHILIMACKINAC HISTORICAL SOCIETY | |||||||
| 334 N STATE STREET | ST IGNACE | MI | 49781 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| MINNEAPOLIS PARKS FOUNDATION | |||||||
| 4800 MINNEHAHA AVE | MINNEAPOLIS | MN | 55417 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MINNESOTA CENTER FOR BOOK ARTS | |||||||
| 1011 WASHINGTON AVE S SUITE 100 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| MINNESOTA MEDIA ARTS | |||||||
| 17 MELBOURNE AVE SE | MINNEAPOLIS | MN | 55414 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| MINNESOTA MUSEUM OF AMERICAN ART | |||||||
| 350 N ROBERT STREET | ST PAUL | MN | 55101 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | ST PAUL | MN | 55101 | N/A | PC | GENERAL OPERATIONS | $4,500 |
| MINNPOST | |||||||
| PO BOX 18438 | MINNEAPOLIS | MN | 55418 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MIXED BLOOD THEATER | |||||||
| 1501 S 4TH STREET | MINNEAPOLIS | MN | 55454 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| MONARCH JOINT VENTURE | |||||||
| 2161 UNIVERSITY AVE W 200 | ST PAUL | MN | 55114 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| NURSE FAMILY PARTNERSHIP | |||||||
| 1801 CALIFORNIA STREET SUITE 2400 | DENVER | CO | 80202 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| PLYMOUTH CHRISTIAN YOUTH CENTER | |||||||
| 2210 OLIVER AVENUE N | MINNEAPOLIS | MN | 55411 | N/A | PC | CAPRI THEATRE | $1,000 |
| PLYMOUTH CONGREGATIONAL CHURCH | |||||||
| 1900 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | N/A | PC | THE GREEN FUND | $5,000 |
| PLYMOUTH CONGREGATIONAL CHURCH | |||||||
| 1900 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| PROJECT SUCCESS | |||||||
| 1 GROVELAND TERRACE SUITE 300 | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| RAIN TAXI INC | |||||||
| PO BOX 3840 | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| SANIBEL CAPTIVA CONSERVATION FOUNDATION | |||||||
| PO BOX 839 | SANIBEL | FL | 33957 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| SPRINGBOARD FOR THE ARTS | |||||||
| 262 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55103 | N/A | PC | HOLY COW! PRESS | $2,000 |
| SUMMIT ACADEMY OIC | |||||||
| 935 OLSON MEMORIAL HWY | MINNEAPOLIS | MN | 55405 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE ADVOCATES FOR HUMAN RIGHTS | |||||||
| 330 2ND AVE SOUTH SUITE 800 | MINNEAPOLIS | MN | 55401 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| THE AMERICAN CHESTNUT FOUNDATION | |||||||
| 50 N MERRIMOM AVE STE 115 | ASHEVILLE | NC | 28804 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE DARROW SCHOOL | |||||||
| 110 DARROW ROAD | NEW LEBANON | NY | 12125 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| THE WOMAN'S CLUB OF MINNEAPOLIS | |||||||
| 410 OAK GROVE STREET | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| TREE TRUST | |||||||
| 1419 ENERGY PARK DRIVE | ST PAUL | MN | 55108 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| TREES FOR THE FUTURE INC | |||||||
| PO BOX 7027 | SILVER SPRING | MD | 20907 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| TWIN CITIES PUBLIC TELEVISION | |||||||
| 172 4TH ST E | ST PAUL | MN | 55101 | N/A | PC | GENERAL OPERATIONS | $4,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| PO BOX 860266 | MINNEAPOLIS | MN | 554860266 | N/A | PC | SPIVAK BEE INNOVATION FUND | $1,000 |
| VALENCIA ELEMENTARY HOME AND SCHOOL CLUB | |||||||
| PO BOX 2277 | APTOS | CA | 95001 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATIONS | $9,000 |
| XERCES SOCIETY INC | |||||||
| PO BOX 97387 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | |||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION OF MINNESOTA FOUNDATION | |||||||
| PO BOX 14720 | MINNEAPOLIS | MN | 55414 | N/A | PC | GENERAL OPERATIONS | $500 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 303032440 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| CARITAS VOCAL ENSEMBLE | |||||||
| PO BOX 19096 | MINNEAPOLIS | MN | 55419 | N/A | PC | GENERAL OPERATIONS | $500 |
| UNITARIAN UNIVERSALIST ASSOCIATION | |||||||
| 24 FARNSWORTH ST | BOSTON | MA | 021101409 | N/A | PC | REFUGEE ASSISTANCE | $1,000 |
| HELLBENDER GATHERING OF POETS INC | |||||||
| PO BOX 8822 | ASHEVILLE | NC | 28814 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | N/A | PC | UKRAINE | $3,000 |
| KENWOOD ELEMENTARY SCHOOL PTA | |||||||
| 2013 PENN AVE S | MINNEAPOLIS | MN | 55405 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| LEAGUE OF WOMEN VOTERS OF MINNEAPOLIS INC | |||||||
| 3537 NICOLLET AVE | MINNEAPOLIS | MN | 55408 | N/A | PC | EDUCATION FUND | $1,000 |
| MACKINAC ASSOCIATES | |||||||
| PO BOX 567 | MACKINAW CITY | MI | 49701 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MID-MINNESOTA LEGAL ASSISTANCE | |||||||
| 111 N FIFTH ST SUITE 100 | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCACY | |||||||
| 1919 UNIVERSITY AVE W 515 | SAINT PAUL | MN | 55104 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| PENUMBRA THEATRE COMPANY INC | |||||||
| 270 NORTH KENT ST | ST PAUL | MN | 55102 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| RYTHER | |||||||
| 2400 NE 95TH ST | SEATTLE | WA | 981152499 | N/A | PC | M.A.T. PROGRAM | $5,000 |
| STEGER WILDERNESS CENTER FOR INNOVATION | |||||||
| 2008 PORTLAND AVE | ST PAUL | MN | 55104 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| THE LOPPET FOUNDATION INC | |||||||
| 1301 THEODORE WIRTH PKWY | MINNEAPOLIS | MN | 55422 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| VITAL SPACES | |||||||
| 1600 ST MICHAELS DR ANNEX | SANTA FE | NM | 87505 | N/A | PC | VITAL SPACES THEATER PROJECT | $2,500 |
| WHITE PINE PRESS INC | |||||||
| 5783 PINEHURST CT | LAKEVIEW | NY | 14085 | N/A | PC | BLY ESSAY BOOK | $2,500 |
| WHITE STORK - UNITED STATES LTD | |||||||
| 512 CHESTNUT ST UNIT 11 | WINNETKA | IL | 60093 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| WRITE TO HOPE | |||||||
| PO BOX 16173 | ST PAUL | MN | 55116 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| YOUTH JOB CENTER INC | |||||||
| 1114 CHURCH ST | EVANSTON | IL | 60201 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $217,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $130,161 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NSF FEE RETURNED | Desc |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $181,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $181,157 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,942 | Amt |
| Net Investment Income | $1,471 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,471 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST | $265,094 | $507,420 |
| ISHARES CORE S&P MID CAP | $298,943 | $395,604 |
| ISHARES TRUST RUSSELL 2000 ETF | $110,363 | $115,203 |
| VANGUARD ESG US STK ETF | $631,872 | $1,021,870 |
| VANGUARD LONG TERM BOND | $213,312 | $209,325 |
| VANGUARD SHORT TERM COR | $231,966 | $235,044 |
| VANGUARD TOTAL BOND | $295,034 | $294,799 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $15,882 | $15,882 | $0 |
| BANK FEE | $334 | $167 | $167 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,427 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments