NASH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NASH FOUNDATION (EIN 41-6019142)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-14
- IRS object ID
- 202410459349100901
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-14T09:08:17-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416019142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Nash Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Ms Brooke Bailey | InCareOfNm |
| Business Name Control | NASH | BusinessNameControlTxt |
| Phone | 6125003177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Nicollet Avenue 19487 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA TOCHO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6125003177 | PhoneNum |
| Signature | 2024-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CYNTHIA | PersonFirstNm |
| Person Last | TOCHO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $5,044,065 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12,093 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,093 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,571 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,571 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,151 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $651,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,664 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,249 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,249 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,100 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $16,423 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,423 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $61 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $61 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,047 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,485 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,485 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $275,265 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$159,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $434,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $491,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $491,236 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,342,933 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,126,446 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,552,829 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,777,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,617,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,044,065 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,777,639 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,617,682 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,777,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,617,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,777,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,617,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,777,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$159,957 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,617,682 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,617,682 | 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 | $651,019 | GrossSalesPriceAmt |
| Cost Or Other Basis | $671,170 | CostOrOtherBasisAmt |
| Gain Or Loss | -$20,151 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$20,151 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,151 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,912 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,912 | SubtotalAmt |
| Tax Based On Investment Income | $1,912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,979 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,979 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $67 | OverpaymentAmt |
| Applied To ES Tax | $67 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ms Brooke Bailey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6125003177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5305 Park Avenue | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Nicolas Atwood | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, VP | 1.0 | $0 | $0 | $0 |
| Brooke Bailey | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Pres | 10.0 | $3,249 | $0 | $0 |
| John Brautigam | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Sec | 1.0 | $0 | $0 | $0 |
| Victoria C Lanyon | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Jeffrey Pierce Norton Jr | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Alyson Nash Tocho | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Cynthia N Tocho III | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,517,557 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,978,742 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,978,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,904,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,912 | TotalTaxAmt |
| Distributable Before Adj | $243,291 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $243,291 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $243,291 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $275,265 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $275,265 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,291 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $272,777 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $275,265 | QualifyingDistributionsAmt |
| Applied To Year1 | $272,777 | AppliedToYear1Amt |
| Applied To Current Year | $2,488 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $240,803 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS - MINNEAPOLIS MN | |||||||
| 1201 WEST RIVER PKWY | MINNEAPOLIS | MN | 55454 | N/A | PC | MARY COULTRAP JOHNSON BLOOD AND PLATELET DONATION CENTER | $800 |
| AMERICAN UNIVERSITY | |||||||
| 4401 CONNETICUT AVE NW | WASHINGTON | DC | 20008 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| APPALACHIAN TRAIL CONSERVANCY | |||||||
| PO BOX 807 | HARPERS FERRY | WV | 25425 | N/A | PC | GENERAL & UNRESTRICTED | $100 |
| AUBURN MANOR | |||||||
| 501 NORTH OAK ST | CHASKA | MN | 55318 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| AVENUES FOR YOUTH | |||||||
| 1708 OAK PARK AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL & UNRESTRICTED | $600 |
| AVENUES FOR YOUTH | |||||||
| 1708 OAK PARK AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | General & Unrestricted | $300 |
| BABSON COLLEGE | |||||||
| 231 FOREST ST ROOM 161 NIC | BABSON PARK | MA | 02457 | N/A | PC | GENERAL & UNRESTRICTED | $100 |
| BILINGUAL EDUCATION COLLECTIVE | |||||||
| 120 W 15TH ST | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL & UNRESTRICTED | $3,500 |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| CAPITAL PUBLIC RADIO INC | |||||||
| 7055 FOLSOM BLVD | SACRAMENTO | CA | 95826 | N/A | PC | GENERAL & UNRESTRICTED | $150 |
| CIVIL LIBERTIES DEFENSE CENTER | |||||||
| 1711 WILLAMETTE ST | EUGENE | OR | 97401 | N/A | PC | GENERAL & UNRESTRICTED | $1,500 |
| DEATH WITH DIGNITY NATIONAL CENTER | |||||||
| PO BOX 2009 | PORTLAND | OR | 97208 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| EDUCATION FOR JUST PEACE IN THE MIDDLE EAST - DBA | |||||||
| PO BOX 3609 | WASHINGTON | DC | 20027 | N/A | PC | GENERAL & UNRESTRICTED | $310 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | GENERAL & UNRESTRICTED | $300 |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| FARMS FOR FOOD EQUITY | |||||||
| 21 WELLS RD | CAPE ELIZ | ME | 04107 | N/A | PC | General & Unrestricted | $250 |
| FRIENDLY HOUSE INC | |||||||
| 36 WALL ST | WORCESTER | MA | 01604 | N/A | PC | The Hour of Need Family Shelter | $750 |
| GERARDS HOUSE | |||||||
| 3204 MERCANTILE CT | SANTA FE | NM | 87507 | N/A | PC | General & Unrestricted | $2,500 |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 800 MARKET ST 7TH FL | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL & UNRESTRICTED | $300 |
| GOFUNDME ORG | |||||||
| 8605 SANTA MONICA BLVD 88639 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| GOVERNOR DUMMER ACADEMY | |||||||
| 1 ELM ST | BYFIELD | MA | 01922 | N/A | PC | GENERAL & UNRESTRICTED | $600 |
| GRAND FORKS COUNTY HISTORICAL SOCIETY | |||||||
| 2405 BELMONT RD | GRAND FORKS | ND | 58201 | N/A | PC | General & Unrestricted | $10,000 |
| GRAND FORKS COUNTY HISTORICAL SOCIETY | |||||||
| 2405 BELMONT RD | GRAND FORKS | ND | 58201 | N/A | PC | GENERAL & UNRESTRICTED | $300 |
| GREATER PORTLAND IMMIGRANT WELCOME CENTER | |||||||
| 24 PREBLE ST 4TH FLOOR | PORTLAND | ME | 04101 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| HAVEN HOUSING | |||||||
| PO BOX 11293 | MINNEAPOLIS | MN | 55411 | N/A | PC | General & Unrestricted | $25,000 |
| HENNEPIN HISTORY MUSEUM | |||||||
| 2303 THIRD AVE SOUTH | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $10,000 |
| INTERNATIONAL ACADEMY OF FINE ART | |||||||
| PO BOX 1832 | NEW HAVEN | CT | 06508 | N/A | PC | General & Unrestricted | $2,500 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| LEAGUE OF WOMEN VOTERS OF MAINE EDUCATION FUND INC | |||||||
| PO BOX 18187 | PORTLAND | ME | 04112 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| LITERACY VOLUNTEERS OF SANTA FE | |||||||
| 6401 RICHARDS AVE 514-C | SANTA FE | NM | 87508 | N/A | PC | GENERAL & UNRESTRICTED | $950 |
| LUTHER COLLEGE | |||||||
| 700 COLLEGE DR | DECORAH | IA | 52101 | N/A | PC | GENERAL & UNRESTRICTED | $75 |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $50 |
| MADRONA INSTITUTE | |||||||
| PO BOX 738 | FRIDAY HARBOR | WA | 98250 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| MOGOLLON SPORTING ASSOCIATION INC | |||||||
| PO BOX 1662 | PAYSON | AZ | 85547 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 |
| NAMI METROPOLITAN BALTIMORE INC | |||||||
| 2601 N HOWARD ST STE 130 | BALTIMORE | MD | 21218 | N/A | PC | General & Unrestricted | $2,500 |
| NAMI MINNESOTA | |||||||
| 1919 UNIVERSITY AVE W STE 400 | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $2,500 |
| NEW LIFE FURNITURE BANK OF MA INC | |||||||
| PO BOX 573 | MEDFIELD | MA | 02052 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| NORMANDALE EVANGELICAL LUTHERAN CHURCH OF EDINA | |||||||
| 6100 NORMANDALE RD | EDINA | MN | 55436 | N/A | PC | Healing and Wholeness Center | $300 |
| ONE WORLD SURGERY | |||||||
| 510 LAKE COOK RD 400 | DEERFIELD | IL | 60015 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DA | |||||||
| 671 VANDALIA ST | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $10,000 |
| PROSPECT PARK ALLIANCE INC | |||||||
| 95 PROSPECT PARK W | BROOKLYN | NY | 11215 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| SALVATION ARMY | |||||||
| 2445 PRIOR AVE N | ROSEVILLE | MN | 55113 | N/A | PC | GENERAL & UNRESTRICTED | $300 |
| SECONDHAND HOUNDS | |||||||
| 5959 BAKER RD 390 | MINNETONKA | MN | 55345 | N/A | PC | General & Unrestricted | $75 |
| SECONDHAND HOUNDS | |||||||
| 5959 BAKER RD 390 | MINNETONKA | MN | 55345 | N/A | PC | GENERAL & UNRESTRICTED | $1,500 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | General & Unrestricted | $4,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 |
| SOMOS UN PUEBLO UNIDO | |||||||
| 1804 ESPINACITAS ST | SANTA FE | NM | 87505 | N/A | PC | GENERAL & UNRESTRICTED | $800 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||
| 1712 RANDOLPH AVE | SAINT PAUL | MN | 55105 | N/A | PC | GENERAL & UNRESTRICTED | $300 |
| STEAMBOAT SPRINGS COUNCIL OF THE ARTS AND HUMANITI | |||||||
| PO BOX 774284 | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | General & Unrestricted | $2,000 |
| TAMPA GENERAL HOSPITAL FOUNDATION INC | |||||||
| PO BOX 1289 | TAMPA | FL | 33601 | N/A | SO III FI | GENERAL & UNRESTRICTED | $2,500 |
| TEDFORD HOUSING | |||||||
| PO BOX 958 | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $5,000 |
| TEDFORD HOUSING | |||||||
| PO BOX 958 | BRUNSWICK | ME | 04011 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| TENNIS & EDUCATION INC | |||||||
| 100 FEDERAL DR | SAINT PAUL | MN | 55111 | N/A | PC | General & Unrestricted | $750 |
| TENNIS & EDUCATION INC | |||||||
| 100 FEDERAL DR | SAINT PAUL | MN | 55111 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| THE COALITION TO RESTORE COASTAL LOUISIANA | |||||||
| 3801 CANAL BLVD STE 400 | NEW ORLEANS | LA | 70119 | N/A | PC | GENERAL & UNRESTRICTED | $1,750 |
| THE EARTHS BIRTHDAY PROJECT INC | |||||||
| PO BOX 1536 | SANTA FE | NM | 87504 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| THE YOUTH SCIENCE INSTITUTE | |||||||
| 296 GARDEN HILL DR | LOS GATOS | CA | 95032 | N/A | PC | General & Unrestricted | $1,000 |
| UNITARIAN UNIVERSALIST CHURCH OF WORCESTER | |||||||
| 140 SHORE DR | WORCESTER | MA | 01606 | N/A | PC | General & Unrestricted | $2,500 |
| UNITARIAN UNIVERSALIST CHURCH OF WORCESTER | |||||||
| 140 SHORE DR | WORCESTER | MA | 01606 | N/A | PC | the Loaves & Fishes Food Pantry | $2,500 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | GENERAL & UNRESTRICTED | $100 |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION | |||||||
| PO BOX 9300 | PORTLAND | ME | 04104 | N/A | PC | GENERAL & UNRESTRICTED | $1,875 |
| UPSTREAM ARTS | |||||||
| 3501 CHICAGO AVE SOUTH | MINNEAPOLIS | MN | 55407 | N/A | PC | General & Unrestricted | $25,000 |
| VEAP INC | |||||||
| 9600 ALDRICH AVE S | BLOOMINGTON | MN | 55420 | N/A | PC | GENERAL & UNRESTRICTED | $300 |
| VISION LOSS RESOURCES INC | |||||||
| 3230 SPRUCE ST | LITTLE CANADA | MN | 55117 | N/A | PC | General & Unrestricted | $10,000 |
| VOYAGEURS NATIONAL PARK ASSOCIATION | |||||||
| 1400 VAN BUREN ST NE STE 200 235 | MINNEAPOLIS | MN | 55413 | N/A | PC | General & Unrestricted | $25,000 |
| WASATCH ACADEMY | |||||||
| 120 S 100 W | MT PLEASANT | UT | 84647 | N/A | PC | GENERAL & UNRESTRICTED | $300 |
| WAYZATA HISTORICAL SOCIETY | |||||||
| 402 LAKE ST E | WAYZATA | MN | 55391 | N/A | PC | General & Unrestricted | $10,000 |
| WESLEYAN UNIVERSITY | |||||||
| 291 MAIN ST | MIDDLETOWN | CT | 06457 | N/A | PC | GENERAL & UNRESTRICTED | $1,500 |
| WHITE BEAR AREA EMERGENCY FOOD SHELF | |||||||
| 1884 WHITAKER ST | WHITE BEAR LK | MN | 55110 | N/A | PC | General & Unrestricted | $1,000 |
| WILLOWIND THERAPEUTIC RIDING CENTER INC | |||||||
| 1140 STATE HWY 3 | BAR HARBOR | ME | 04609 | N/A | PC | GENERAL & UNRESTRICTED | $6,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW SUITE 200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| WOMENS ENRICHMENT AND FAMILY CENTER INC | |||||||
| PO BOX 866 | ANDREWS | NC | 28901 | N/A | PC | General & Unrestricted | $200 |
| WORCESTER ANIMAL RESCUE LEAGUE | |||||||
| 139 HOLDEN ST | WORCESTER | MA | 01606 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| YOUTH FARM AND MARKET PROJECT | |||||||
| 1420 DOWLING AVE N | MINNEAPOLIS | MN | 55412 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,485 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,093 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,151 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $117,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,513 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $177,138 | $196,788 |
| ISHARES GOLD TR | $71,363 | $92,649 |
| SCHWAB 5-10 YEAR CORPORATE BON | $393,709 | $391,252 |
| SCHWAB FUNDAMENTAL EM MARKETS | $346,003 | $355,827 |
| SCHWAB FUNDAMENTAL INTERNATION | $183,102 | $199,638 |
| SCHWAB FUNDAMENTAL INTL LARGE | $289,644 | $366,395 |
| SCHWAB FUNDAMENTAL US LARGE CO | $443,033 | $576,621 |
| SCHWAB FUNDAMENTAL US SMALL CO | $229,007 | $340,033 |
| SCHWAB INTERMEDIATE US TRS ETF | $231,646 | $217,374 |
| SCHWAB STRATEGIC TREMERGING MK | $237,755 | $215,192 |
| SCHWAB STRATEGIC TRINTL SMALL | $144,863 | $150,580 |
| SCHWAB U.S. SMALL-CA | $193,731 | $256,318 |
| SCHWAB US LARGE CAP ETF | $267,845 | $389,423 |
| SCHWAB US REIT | $114,230 | $102,415 |
| SCHWAB US TIPS | $113,645 | $96,838 |
| SPDR BARCLAYS CAPITAL EMERGING | $103,812 | $82,714 |
| VANGUARD GLOBAL EX-US REAL EST | $27,924 | $19,171 |
| VANGUARD MORTGAGE-BACKED SEC I | $490,071 | $455,715 |
| XTRACKERS INTERNATIONAL REAL E | $67,925 | $47,886 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $33,455 | $33,455 | |
| Bank Charges | $105 | $105 | |
| Office & Supplies | $378 | $378 | |
| State or Local Filing Fees | $26 | $26 | |
| Website Hosting/Support | $188 | $188 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $1,900 |
| 990-PF Extension for 2022 | $200 |
Comments