DRISCOLL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DRISCOLL FOUNDATION (EIN 41-6012065)
- Tax period
- 2022-03-01 to 2023-02-28
- Filed
- 2024-01-15
- IRS object ID
- 202440169349100174
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-15T11:44:33-06:00 | ReturnTs |
| Tax Period End | 2023-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410445819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY COUNSELLING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416012065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRISCOLL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRIS | BusinessNameControlTxt |
| Phone | 6512280935 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH D HLAVKA | PersonNm |
| Person Title | PRES/DIR | PersonTitleTxt |
| Phone | 6512280935 | PhoneNum |
| Signature | 2024-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | HLAVKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACEY L ARNDT | PreparerPersonNm |
| PTIN | P01073927 | PTIN |
| Phone | 6512280935 | PhoneNum |
| Preparation | 2024-01-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,529,055 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $27,433 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $849,252 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $712,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $373,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,667,630 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $753,392 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $155,567 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$132,384 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,405,271 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,333,650 | 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 | $127,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,111 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $110,854 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $53,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,178 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $181,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,220,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,210,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,401,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,321,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,305,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl | $100,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $350,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $100,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $100,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $16,495,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,724,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,634,695 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,325,576 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,858,163 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,042,523 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,425,998 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,189,083 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,751,837 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,597,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,871,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,529,055 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,597,177 | CapitalStockBOYAmt |
| Capital Stock EOY | $28,871,628 | 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 | $28,597,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,871,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,597,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,871,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,597,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $392,696 | OtherIncreasesAmt |
| Subtotal | $28,993,373 | SubtotalAmt |
| Other Decreases | $121,745 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,871,628 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| LONG-TERM DISTRIBUTIONS | $248,050 | $248,050 | $248,050 | ||
| PUBLICLY TRADED SECURITIES | $2,505,951 | -$41,622 | -$41,622 | $2,547,573 | |
| PUBLICLY TRADED SECURITIES | $2,484,240 | $198,227 | $198,227 | $2,286,013 | |
| NON-MARKETABLE GAIN | $16,133 | $0 | $0 | $16,133 | |
| WASH SALE ADJUSTMENTS | $6,390 | $6,390 | $6,390 | ||
| WASH SALE ADJUSTMENTS | $325 | $325 | $325 | ||
| PARTNERSHIP INCOME (INFORMATION AVAILABLE UPON REQUEST) | -$63,845 | -$63,845 | $63,845 | P | |
| PARTNERSHIP INCOME (INFORMATION AVAILABLE UPON REQUEST) | $319,156 | $319,156 | $319,156 | P | |
| PUBLICLY TRADED SECURITIES | -$674 | -$674 | $674 | ||
| PUBLICLY TRADED SECURITIES | $78,455 | $78,455 | $78,455 | ||
| SECURITIES OF PROVIDE | $3,738 | $3,738 | $3,738 | ||
| SECURITIES OF PROVIDE | $4,763 | $4,763 | $4,763 | ||
| LITIGATION PROCEEDS | $429 | $429 | $429 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $753,392 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $62,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $43,855 | OverpaymentAmt |
| Applied To ES Tax | $43,855 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FIDUCIARY COUNSELLING INC | IndividualWithBooksNm |
| Phone | 6512280935 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH S DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF RTOLZIN | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN B DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET L DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM L DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH D HLAVKA | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY COUNSELLING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING & TAX | ServiceTypeTxt |
| Compensation | $127,360 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,302,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,995,629 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,298,351 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,298,351 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $544,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,753,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,787,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,787,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,145 | TotalTaxAmt |
| Distributable Before Adj | $1,769,549 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $70,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,839,549 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,839,549 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,321,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,321,410 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,839,549 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,687,864 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,687,864 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,321,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,321,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $518,139 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $518,139 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,169,725 | 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 | $5,169,725 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,169,725 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH S DRISCOLL | ContributingManagerNm |
| Contributing Manager | ELIZABETH D HLAVKA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ST JOHN'S ABBEY WOODWORKING | |||||||
| PO BOX 2400 | COLLEGEVILLE | MN | 563212400 | PC | FIRST PAYMENT ON A TWO-YEAR PLEDGE OF $50,000 | $25,000 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH SUITE 100 | SAINT CLOUD | MN | 563014275 | PC | ALEXANDRIA AREA COMMUNITY FOUNDATION UNRESTRICTED FUND | $10,000 | |
| TACOMA ART MUSEUM | |||||||
| 1701 PACIFIC AVENUE | TACOMA | WA | 984023214 | PC | THE CAPITAL CAMPAIGN PLEDGE AND IS A 4-YEAR PLEDGE | $100,000 | |
| ARTS PARTNERSHIP | |||||||
| 345 WASHINGTON STREET | SAINT PAUL | MN | 551021419 | PC | CAPITAL CAMPAIGN | $50,000 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH SUITE 100 | SAINT CLOUD | MN | 563014275 | PC | DRISCOLL DONOR ADVISED FUND WITH ALEXANDRIA AREA COMMUNITY FOUNDATION | $50,000 | |
| FAMILY PARTNERSHIP | |||||||
| 1527 EAST LAKE STREET | MINNEAPOLIS | MN | 554076700 | PC | THE CAPITAL CAMPAIGN AND IS A 3-YEAR PLEDGE OF $100,000 | $25,000 | |
| LEGACY OF THE LAKES MUSEUM | |||||||
| PO BOX 1216 | ALEXANDRIA | MN | 563083216 | PC | BOAT BOY POSITION | $5,000 | |
| MINNESOTA LANDSCAPE ARBORETUM FOUNDATION | |||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 553189613 | PC | SLADE PERENNIAL GARDEN, DRISCOLL FAMILY OVERLOOK AND IS A 4-YEAR PLEDGE | $100,000 | |
| NEIGHBORHOOD HOUSE | |||||||
| 179 ROBIE STREET EAST | SAINT PAUL | MN | 551072360 | PC | THE HOPE IN ACTION CAPITAL CAMPAIGN | $100,000 | |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION | |||||||
| 11400 TOMAHAWK CREEK PARKWAY SUITE | LEAWOOD | KS | 662112680 | PC | RESEARCH | $5,000 | 440 |
| AMERICAN UNIVERSITY IN CAIRO | |||||||
| MAIL CODE 7389 PO BOX 7247 | PHILADELPHIA | PA | 191700001 | PC | THE ANNUAL FUND | $5,000 | |
| ASIA PACIFIC CULTURAL CENTER | |||||||
| 3513 EAST PORTLAND AVENUE | TACOMA | WA | 98404 | PC | IN HONOR OF PATSY SURH O'CONNELL | $7,500 | |
| AVENUES FOR YOUTH | |||||||
| 1708 OAK PARK AVENUE NORTH | MINNEAPOLIS | MN | 554113944 | PC | OPERATING EXPENSES | $2,000 | |
| AVON HILLS FOLK SCHOOL | |||||||
| PO BOX 276 | AVON | MN | 563100276 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BATES COLLEGE | |||||||
| 216 LANE HALL 2 ANDREWS ROAD | LEWISTON | ME | 042400000 | PC | THE ANNUAL FUND | $1,000 | |
| BENNINGTON COLLEGE CORPORATION | |||||||
| INSTITUTIONAL ADVANCEMENT ONE | BENNINGTON | VT | 05201 | PC | WRITING SEMINARS | $5,000 | COLLEGE DRIVE |
| THE BRIDGE FOR YOUTH | |||||||
| 1111 WEST 22ND STREET | MINNEAPOLIS | MN | 554052705 | PC | OPERATING EXPENSES | $10,000 | |
| CAMARGO FOUNDATION | |||||||
| 550 VANDALIA STREET SUITE 109 | SAINT PAUL | MN | 551141942 | PC | BOARD-DESIGNATED FUND FOR PROPERTY | $5,000 | |
| CAMERON AND HAYDEN LORD FOUNDATION | |||||||
| 110 RIVERSIDE DRIVE APARTMENT 12C | NEW YORK | NY | 100243733 | PC | UNRESTRICTED SUPPORT IN HONOR OF CAMERON AND HAYDEN AND THEIR AMAZING FAMILIES | $5,000 | |
| CAMP KOOCH I CHING | |||||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 452081409 | PC | SCHOLARSHIPS FOR CAMP KOOCH I CHING | $2,500 | |
| CARLETON COLLEGE | |||||||
| 1 NORTH COLLEGE STREET | NORTHFIELD | MN | 550574001 | PC | THE AREA OF GREATEST NEED | $10,000 | |
| CENTER FOR CARBON REMOVAL | |||||||
| 650 MASSACHUSETTS AVENUE NORTHWEST | WASHINGTON | DC | 20001 | PC | OPERATING EXPENSES | $8,000 | SUITE 600 |
| CHATHAM HALL | |||||||
| 800 CHATHAM HALL CIRCLE | CHATHAM | VA | 245313084 | PC | THE ANNUAL FUND | $1,000 | |
| CHILDREN'S HOME SOCIETY & FAMILY SERVICES | |||||||
| 2485 COMO AVENUE | SAINT PAUL | MN | 551081445 | PC | THE ANNUAL FUND | $1,000 | |
| CHILDREN'S HOME SOCIETY | |||||||
| 1605 EUSTIS STREET | ST PAUL | MN | 55108 | PC | OPERATING EXPENSES | $3,000 | |
| CITIZENS UNITED FOR RESEARCH IN EPILEPSY (CURE) | |||||||
| 420 NORTH WABASH AVENUE SUITE 650 | CHICAGO | IL | 60611 | PC | OPERATING EXPENSES IN HONOR OF HENRY WALTER | $10,000 | |
| COLORADO COLLEGE | |||||||
| 14 EAST CACHE LA POUDRE STREET | COLORADO SPRINGS | CO | 809033243 | PC | THE AREA OF GREATEST NEED | $10,000 | |
| COLORADO PUBLIC RADIO | |||||||
| 7409 SOUTH ALTON COURT | CENTENNIAL | CO | 801122301 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COMMUNITY FOUNDATION OF THE SAN LUIS VALLEY | |||||||
| 610 STATE AVENUE | ALAMOSA | CO | 811012687 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COMMUNITY RESOURCE CENTER | |||||||
| 789 NORTH SHERMAN STREET SUITE 210 | DENVER | CO | 802033530 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COURAGEOUS PARENTS NETWORK | |||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 024582517 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DAVIS PHINNEY FOUNDATION | |||||||
| 357 SOUTH MCCASLIN BOULEVARD SUITE | LOUISVILLE | CO | 800272951 | PC | THE ANNUAL FUND | $5,000 | 105 |
| DAWSON SCHOOL | |||||||
| 10455 DAWSON DRIVE | LAFAYETTE | CO | 80026 | PC | THE ANNUAL FUND | $5,000 | |
| DENVER ART MUSEUM | |||||||
| DEVELOPMENT OFFICE PO BOX 17765 | DENVER | CO | 80217 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| DENVER HEALTH FOUNDATION | |||||||
| 777 BANNOCK STREET MC 0111 | DENVER | CO | 802044507 | PC | RESTRICTED TO THE RESEARCH PROJECT OF DR. ROBERT D. KEELEY, MD, MSPH, ENTITLED MOTIVATION INTERVIEWS ADAPTED FOR DEPRESSION TREATMENT IN PRIMARY CARE | $15,000 | |
| DODGE NATURE CENTER | |||||||
| 365 MARIE AVENUE WEST | WEST ST PAUL | MN | 551183848 | PC | THE ANNUAL FUND | $5,000 | |
| ECO-CYCLE | |||||||
| PO BOX 19006 | BOULDER | CO | 803082006 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FRIENDS OF THE MISSISSIPPI RIVER | |||||||
| 101 5TH STREET EAST SUITE 2000 | SAINT PAUL | MN | 551011131 | PC | OPERATING EXPENSES | $20,000 | |
| FRIENDS OF THE ST PAUL PUBLIC LIBRARY | |||||||
| 1080 MONTREAL AVENUE SUITE 2 | SAINT PAUL | MN | 551162692 | PC | THE ANNUAL FUND | $5,000 | |
| GREAT RIVER GREENING | |||||||
| 251 STARKEY STREET SUITE 2200 | SAINT PAUL | MN | 551071874 | PC | OPERATING EXPENSES | $10,000 | |
| GREATER TWIN CITIES UNITED WAY | |||||||
| 404 SOUTH EIGHTH STREET | MINNEAPOLIS | MN | 554041027 | PC | THE ANNUAL FUND | $20,000 | |
| HEALTH STORY COLLABORATIVE INC | |||||||
| 105 COOLIDGE HILL | CAMBRIDGE | MA | 021385501 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 060392141 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HOUSE OF HOPE PRESBYTERIAN CHURCH | |||||||
| 797 SUMMIT AVENUE | ST PAUL | MN | 55105 | PC | THE ANNUAL FUND | $5,000 | |
| INTERNATIONAL INSTITUTE OF MINNESOTA | |||||||
| 1694 COMO AVENUE | SAINT PAUL | MN | 551082710 | PC | CAPITAL CAMPAIGN | $25,000 | |
| IPODERAC'S CHILDREN FUND | |||||||
| PO BOX 371042 | DENVER | CO | 802375042 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| LA COMPAGNIE | |||||||
| PO BOX 50864 | MENDOTA | MN | 551500864 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| LONG LIVE THE KINGS | |||||||
| 1326 5TH AVENUE SUITE 450 | SEATTLE | WA | 981012628 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVENUE | SAINT PAUL | MN | 551051801 | PC | THE ANNUAL FUND | $1,000 | |
| MILKWEED EDITIONS INC | |||||||
| 1011 WASHINGTON AVENUE SOUTH SUITE | MINNEAPOLIS | MN | 554151277 | PC | CAPITAL CAMPAIGN IN HONOR OF LIBBY DRISCOLL'S LEADERSHIP | $20,000 | 300 |
| MINNEAPOLIS COLLEGE OF ART & DESIGN | |||||||
| 2501 STEVENS AVENUE | MINNEAPOLIS | MN | 554044347 | PC | THE ANNUAL FUND | $1,000 | |
| MINNEAPOLIS INSTITUTE OF ARTS | |||||||
| 2400 3RD AVENUE SOUTH | MINNEAPOLIS | MN | 554043506 | PC | THE ANNUAL FUND | $5,000 | |
| MINNESOTA AFRICAN AMERICAN HERITAGE MUSEUM AND GALLERY | |||||||
| 1256 PENN AVENUE NORTH FOURTH FLOOR | MINNEAPOLIS | MN | 554112617 | PC | GENERAL OPERATING SUPPORT IN HONOR OF JEFF AND JACK RAINEY | $7,500 | |
| MINNESOTA CHILDREN'S MUSEUM | |||||||
| 10 7TH STREET WEST | SAINT PAUL | MN | 551020000 | PC | ANNUAL FUND ($1,000) AND THE REVIVE CAMPAIGN ($25,000) AND IS THE SECOND PAYMENT OF A TWO-YEAR PLEDGE OF $50,000 | $26,000 | |
| MINNESOTA HISTORICAL SOCIETY | |||||||
| 345 W KELLOGG BOULEVARD | SAINT PAUL | MN | 551021903 | PC | THE NORTH STAR HERITAGE FUND | $5,000 | |
| MINNESOTA MUSEUM OF AMERICAN ART | |||||||
| 350 ROBERT STREET NORTH | SAINT PAUL | MN | 551011512 | PC | OPERATING FUNDS | $10,000 | |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 551012217 | PC | GLEN NELSON CENTER IN HONOR OF LIBBY HLAVKA'S LEADERSHIP | $5,000 | |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 551012217 | PC | BOARD ANNUAL CAMPAIGN ($20,000) AND LITTLE MOMENTS COUNT ($25,000) | $45,000 | |
| MISSISSIPPI PARK CONNECTION | |||||||
| 111 KELLOGG BOULEVARD EAST SUITE | SAINT PAUL | MN | 551011239 | PC | THE KATIE NYBERG FUND FOR THE RIVER LEARNING CENTER | $25,000 | 105 |
| NATIONAL FOUNDATION FOR ECTODERMAL DYSPLASIAS | |||||||
| 6 EXECUTIVE DRIVE SUITE 2 | FAIRVIEW HTS | IL | 622081360 | PC | GENERAL OPERATING SUPPORT IN HONOR OF THE KEENE FAMILY | $3,000 | |
| NATIVE GOVERNANCE CENTER | |||||||
| 1730 NEW BRIGHTON BOULEVARD | MINNEAPOLIS | MN | 554131248 | PC | OPERATING EXPENSES | $10,000 | |
| NATURE CONSERVANCY - MINNESOTA | |||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 222031637 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| NEIGHBORHOOD HOUSE | |||||||
| 179 ROBIE STREET EAST | SAINT PAUL | MN | 551072360 | PC | CAPITAL CAMPAIGN | $25,000 | |
| NEIGHBORHOOD HOUSE | |||||||
| 179 ROBIE STREET EAST | SAINT PAUL | MN | 551072360 | PC | THE ANNUAL FUND | $5,000 | |
| NOATUN COMMUNITY WOODEN BOAT WORKS | |||||||
| 1721 EAST 3RD STREET APT 204 | DULUTH | MN | 558121749 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| OAKLAND CEMETERY ASSOCIATION | |||||||
| 927 JACKSON STREET | SAINT PAUL | MN | 551175076 | PC | THE ANNUAL FUND | $5,000 | |
| PLANNED PARENTHOOD OF NORTH CENTRAL STATES | |||||||
| 671 VANDALIA STREET | SAINT PAUL | MN | 551141312 | PC | COMMUNITY EDUCATION PROGRAM | $20,000 | |
| PRESBYTERIAN HOMES FOUNDATION | |||||||
| 2845 NORTH HAMLINE AVENUE | ROSEVILLE | MN | 551137127 | PC | ANNUAL FUND | $1,480 | |
| SCIENCE MUSEUM OF MINNESOTA | |||||||
| 120 KELLOGG BOULEVARD WEST | SAINT PAUL | MN | 551021202 | PC | THE ANNUAL FUND | $5,000 | |
| SOMEPLACE SAFE | |||||||
| PO BOX 815 | FERGUS FALLS | MN | 565380815 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||
| 1712 RANDOLPH AVENUE | SAINT PAUL | MN | 551052159 | PC | THE ANNUAL FUND | $10,395 | |
| STANFORD UNIVERSITY | |||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 943090466 | PC | THE SCHOOL OF MEDICINE | $1,000 | |
| STANFORD UNIVERSITY | |||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 943090466 | PC | THE GRADUATE SCHOOL OF BUSINESS | $2,000 | |
| STANFORD UNIVERSITY | |||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 943090466 | PC | THE SCHOOL OF ENGINEERING | $1,000 | |
| STANFORD UNIVERSITY | |||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 943090466 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SUGARLOAF THE NORTH SHORE STEWARDSHIP ASSOCIATION | |||||||
| 6008 LONDON ROAD | DULUTH | MN | 558042523 | PC | THE ANNUAL FUND | $1,000 | |
| TACOMA ART MUSEUM | |||||||
| 1701 PACIFIC AVENUE | TACOMA | WA | 984023214 | PC | CAPITAL CAMPAIGN IN HONOR OF BILL DRISCOLL AND LISA HOFFMAN | $20,000 | |
| TACOMA ART MUSEUM | |||||||
| 1701 PACIFIC AVENUE | TACOMA | WA | 984023214 | PC | CAPITAL CAMPAIGN | $10,000 | |
| THINK SMALL | |||||||
| 10 YORKTON COURT | SAINT PAUL | MN | 551171065 | PC | THE ANNUAL FUND | $1,000 | |
| TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 941044148 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH STREET NORTHWEST | WASHINGTON | DC | 200013186 | PC | THE ANNUAL FUND | $3,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | DENVER | CO | 802179155 | PC | COLORADO SHAKESPEARE FESTIVAL GUILD GENERAL OPERATING SUPPORT | $5,000 | |
| VASSAR COLLEGE | |||||||
| 161 COLLEGE AVENUE BOX 14 | POUGHKEEPSIE | NY | 12603 | PC | THE ANNUAL FUND | $1,000 | |
| VOLUNTEERS OF AMERICA | |||||||
| 2660 LARIMER STREET | DENVER | CO | 802052219 | PC | GENERAL OPERATING SUPPORT IN CONTINUED APPRECIATION OF JIM WHITE AND DIANNA KUNZ | $10,000 | |
| WALKER ART CENTER | |||||||
| 725 VINELAND PLACE | MINNEAPOLIS | MN | 554031139 | PC | THE ANNUAL FUND | $1,000 | |
| WESTMINSTER PRESBYTERIAN CHURCH | |||||||
| 1200 MARQUETTE AVENUE | MINNEAPOLIS | MN | 554032419 | PC | OPERATING EXPENSES | $2,000 | |
| WILDERNESS INQUIRY INC | |||||||
| 1611 COUNTY ROAD B WEST SUITE 315 | ST PAUL | MN | 551130000 | PC | GENERAL OPERATING SUPPORT IN HONOR OF JACK AND KIRSTEN DRISCOLL | $6,000 | |
| YALE UNIVERSITY | |||||||
| OFFICE OF DEVELOPMENT CONTRIBUTION | NEW HAVEN | CT | 065212038 | PC | THE ANNUAL FUND | $2,625 | PROCESSING |
| YALE UNIVERSITY | |||||||
| OFFICE OF DEVELOPMENT CONTRIBUTION | NEW HAVEN | CT | 065212038 | PC | THE ANNUAL FUND | $3,000 | PROCESSING |
| DODGE NATURE CENTER | |||||||
| 365 MARIE AVENUE WEST | WEST ST PAUL | MN | 551183848 | PC | THE CAPITAL CAMPAIGN AND IS A 5-YEAR PLEDGE OF $250,000 | $50,000 | |
| MINNESOTA HISTORICAL SOCIETY | |||||||
| 345 W KELLOGG BOULEVARD | SAINT PAUL | MN | 551021903 | PC | PATRICK COLEMAN ENDOWED CHAIR AND IS A 4-YEAR PLEDGE OF $100,000 | $25,000 | |
| ASIA PACIFIC CULTURAL CENTER | |||||||
| 3513 EAST PORTLAND AVENUE | TACOMA | WA | 98404 | PC | THE BUILDING PROJECT | $10,000 | |
| MINNESOTA COUNCIL ON FOUNDATIONS | |||||||
| 100 PORTLAND AVE S SUITE 225 | MINNEAPOLIS | MN | 554012575 | PC | THE COVID VACCINE FUND | $5,500 | |
| COLORADO COLLEGE | |||||||
| 14 EAST CACHE LA POUDRE STREET | COLORADO SPRINGS | CO | 809033243 | PC | THE AREA OF GREATEST NEED | $5,000 | |
| COLORADO SHAKESPEARE FESTIVAL GUILD | |||||||
| 277 UCB | BOULDER | CO | 80309 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ST JOHN'S ABBEY WOODWORKING | |||||||
| PO BOX 2400 | COLLEGEVILLE | MN | 563212400 | PC | FIRST PAYMENT ON TWO-YEAR PLEDGE OF $50,000 | $25,000 | |
| DAWSON SCHOOL | |||||||
| 10455 DAWSON DRIVE | DENVER | CO | 80026 | PC | THE ANNUAL FUND | $10,000 | |
| DENVER HEALTH FOUNDATION | |||||||
| 601 BROADWAY MC 0111 | DENVER | CO | 80203 | PC | RESTRICTED TO THE RESEARCH PROJECT OF DR. ROBERT D. KEELEY, MD, MSPH, ENTITLED MOTIVATION INTERVIEWS ADAPTED FOR DEPRESSION TREATMENT IN PRIMARY CARE | $15,000 | |
| CAMARGO FOUNDATION | |||||||
| 550 VANDALIA STREET SUITE 109 | SAINT PAUL | MN | 551141942 | PC | BOARD-DESIGNATED FUND FOR PROPERTY | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,220,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $849,252 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $155,567 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $373,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,377,838 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,377,838 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LINCOLN STREET FUND | |||||||
| 1 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $20,000 | Yes (X) | |
| JOHN B DRISCOLL REVOCABLE TRUST | |||||||
| 2 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $20,404 | Yes (X) | Yes (X) |
| WILLIAM L DRISCOLL REVOCABLE TRUST | |||||||
| 3 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $5,398 | Yes (X) | |
| WILLIAM L DRISCOLL REVOCABLE TRUST | |||||||
| 4 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $244,602 | Yes (X) | Yes (X) |
| ELIZABETH S DRISCOLL | |||||||
| 5 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $131,087 | Yes (X) | Yes (X) |
| ELIZABETH S DRISCOLL | |||||||
| 6 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $96,186 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 66 SHARES OF BERKSHIRE HATHAWAY INC CL B STOCK | $20,404 | 2022-11-16 |
| 4 | 5,258 SHARES OF POTLATCHDELTIC STOCK | $244,602 | 2022-08-29 |
| 5 | 1,570 SHARES OF GENERAL MILLS INC STOCK | $131,087 | 2022-12-20 |
| 6 | 1,152 SHARES OF GENERAL MILLS INC STOCK | $96,186 | 2022-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING AND TAX SERVICE | $127,360 | $15,006 | $110,854 |
| AUDIT FEES | $105 | $105 | $0 |
| MN COUNCIL ON FOUNDATIONS | $0 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CAMERON AND HAYDEN LORD FOUNDATION | ||||||||||
| 110 RIVERSIDE DRIVE APT 12C | NEW YORK | NY | 10024 | 2023-02-21 | $5,000 | UNRESTRICTED SUPPORT IN HONOR OF CAMERON AND HAYDEN AND THEIR AMAZING FAMILIES | $5,000 | THE GRANTEE HAS NOT DIVERTED ANY PORTION FROM THE PURPOSE OF THE GRANT. | 01/25/2023 | TO THE KNOWLEDGE OF THE GRANTOR, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE GRANTOR, NEITHER THE PRINCIPAL NOR THE INCOME FROM THE GRANT FUNDS HAS BEEN USED FOR ANY PURPOSE WHICH WOULD RESULT IN TAX UNDER IRC SECTION 4945(D). NO VERIFICATIONS HAVE BEEN UNDERTAKEN. |
| CAMARGO FOUNDATION | ||||||||||
| 550 VANDALIA STREET SUITE 109 | SAINT PAUL | MN | 551141942 | 2023-02-21 | $5,000 | BOARD-DESIGNATED FUND FOR PROPERTY | $5,000 | THE GRANTEE HAS NOT DIVERTED ANY PORTION FROM THE PURPOSE OF THE GRANT. | 1/25/2023 | TO THE KNOWLEDGE OF THE GRANTOR, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE GRANTOR, NEITHER THE PRINCIPAL NOR THE INCOME FROM THE GRANT FUNDS HAS BEEN USED FOR ANY PURPOSE WHICH WOULD RESULT IN TAX UNDER IRC SECTION 4945(D). NO VERIFICATIONS HAVE BEEN UNDERTAKEN. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GUGGENHEIM TOTAL RETURN BOND FD INSTL | $1,975,827 | $1,684,212 |
| PERFORMANCE TRUST STRATEGIC BOND FD | $2,003,142 | $1,685,528 |
| PIMCO INCOME FUND INSTITUTIONAL FUND | $1,879,194 | $1,672,783 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AQR EMERGING MULTI STYLE II FUND CL R6 | $565,423 | $580,089 |
| BLACKROCK SYSTEMATIC MULTISTRATEGY INSTL | $1,783,745 | $1,709,215 |
| CLEARWATER INTERNATIONAL FUND | $2,487,238 | $2,625,835 |
| CLEARWATER SELECT EQUITY FUND | $1,715,035 | $2,150,021 |
| FIDELITY CASH RESERVES | $282,913 | $282,913 |
| PIMCO ALL ASSET INST CLASS | $1,781,993 | $1,664,562 |
| POTLATCHDELTIC | $1,867 | $324,320 |
| SONEN GLOBAL PUBLIC EQUITY FD | $1,257,810 | $1,407,447 |
| THIRD AVENUE REAL ESTATE VALUE FD | $902,689 | $1,037,356 |
| TORTOISE MLP AND PIPELINE FD | $643,692 | $966,563 |
| VANGUARD 500 INDEX FD ADM SHS | $1,683,446 | $1,789,161 |
| VANGUARD EMERGING MKTS STK INDEX INSTL | $562,347 | $504,201 |
| VANGUARD PRIMECAP CORE FD | $668,781 | $1,223,913 |
| VANGUARD REIT INDEX FD ADM | $982,516 | $1,028,578 |
| VANGUARD SELECTED VALUE FD | $821,580 | $870,376 |
| WCM FOCUSED EMERGING MARKETS FUND INSTL | $437,961 | $361,707 |
| WEYERHAEUSER CO | $145,346 | $1,108,438 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLEARWATER OPPORTUNITY FUND | AT COST | $1,098,686 | $1,162,105 |
| CLEARWATER PRIVATE OPP FD III | AT COST | $0 | $130,569 |
| CLEARWATER PRIVATE OPP FD IV | AT COST | $0 | $341,834 |
| CLEARWATER PRIVATE OPP FD VI | AT COST | $1,125,000 | $1,606,219 |
| CLEARWATER PRIVATE OPP FD V | AT COST | $415,000 | $3,141,311 |
| CLEARWATER PRIVATE OPP FD VII | AT COST | $645,000 | $686,083 |
| LONE STAR GROWTH CAPITAL LP | AT COST | $642,118 | $211,719 |
| NORTHCOAST MEZZANINE SBIC III | AT COST | $450,000 | $445,944 |
| MPOWERED CAPITAL ACCESS FUND I | AT COST | $92,876 | $81,385 |
| SAINT PAUL PROPERTIES FUND VII, LLC | AT COST | $370,403 | $370,403 |
| SPELL MEZZANINE PARTNERS SBIC II LP | AT COST | $0 | $629,055 |
| SPELL MEZZANINE PARTNERS SBIC LP | AT COST | $1,050,000 | $1,653,370 |
| WOVENEARTH FUND I LP | AT COST | $300,000 | $291,840 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER ADJUSTMENTS | $121,743 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $51 | $0 | $51 |
| OTHER | $5 | $0 | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME (INFORMATION AVAILABLE UPON REQUEST) | $155,567 | -$132,384 | $155,567 |
| UBTI TAX REFUND | $0 | $0 | $0 |
| EXCISE TAX REFUND | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| K-1 PRIOR YEAR ADJUSTMENTS | $322,696 |
| RECOVERED AMOUNTS REDISTRIBUTED QUALIFYING DISTRIBUTIONS | $70,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2022 FEDERAL EXCISE TAX PAYMENTS | $34,700 | $0 | $0 |
| FEDERAL UBTI TAX PAYMENTS | $0 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $0 | $13,178 | $0 |
| 2022 FEDERAL TAXES | $19,050 | $0 | $0 |
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