VALLEY NEWS CHARITY FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY NEWS CHARITY FUND (EIN 36-3339339)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-03
- IRS object ID
- 202410639349100601
- Schema version
- 2023v4.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-03T11:37:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363339339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Valley News Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 5073454819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3148 | AddressLine1Txt |
| City | Mankato | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY LEIFERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5073454819 | PhoneNum |
| Signature | 2024-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TROY | PersonFirstNm |
| Person Last | LEIFERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
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 | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $977,190 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,211 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $37,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,038 | 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 | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,630 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,602 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,602 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,232 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,387 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,734 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,734 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,066,901 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,046,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $972,456 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,069,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,051,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $977,190 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,069,545 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,051,600 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,069,545 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,051,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,069,545 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,051,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,069,545 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,051,600 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,051,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $52,940 | $63,529 | -$10,589 | -$10,589 |
| Capital Gains Dividends | P | $14,800 | $14,800 | $14,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,211 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $436 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $436 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $723 | 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 | $723 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $287 | OverpaymentAmt |
| Applied To ES Tax | $287 | 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 | Yes (1) | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Troy Leiferman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5073454819 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3148 | AddressLine1Txt |
| City | Mankato | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56002 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Troy Leiferman | ||||||||
| PO Box 3148 | Mankato | MN | 56002 | President | 1.00 | $0 | $0 | $0 |
| Margaret Leiferman | ||||||||
| PO Box 3148 | Mankato | MN | 56002 | Secretary | 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 |
| 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 | $948,726 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,265 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $957,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $957,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $943,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,181 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,181 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $436 | TotalTaxAmt |
| Distributable Before Adj | $46,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,745 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,232 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,232 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,550 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,232 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,550 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,063 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||
| PO Box 390829 | Minneapolis | MN | 55439 | None | PC | Pink Ribbon Breast Cancer Fund | $500 |
| American Heart Association | |||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | None | PC | Unrestricted General Fund | $250 |
| American Red Cross | |||||||
| 105 Homestead Drive | Mankato | MN | 56001 | None | PC | Unrestricted General Use | $250 |
| Best Christmas Ever | |||||||
| POBox 439 | Cloquet | MN | 55720 | None | PC | Unrestricted General Use | $1,000 |
| Bethany Lutheran College & Seminary Inc | |||||||
| 700 Luther Drive | Mankato | MN | 56001 | None | PC | Unrestricted General Use | $1,000 |
| Blue Earth County Historical Society | |||||||
| 424 Warren Street | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $500 |
| Blue Earth Nicollet County Humane Society | |||||||
| 1250 North River Drive | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $500 |
| CADA | |||||||
| 100 Stadium Road | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $750 |
| Children's Museum of Southern Minnesota | |||||||
| PO Box 3103 | Mankato | MN | 56002 | None | PC | Unrestricted General Fund | $1,000 |
| Echo Food Shelf | |||||||
| 1014 South Front St | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $500 |
| Educare Foundation | |||||||
| PO Box 241 | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $1,500 |
| Feeding Our Communities Partners | |||||||
| 2120 Howard Drive Suite F | North Mankato | MN | 56003 | None | PC | Unrestricted General Fund | $1,000 |
| Habitat For Humanity | |||||||
| 1751 Bassett Drive | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $500 |
| Holiday Sharing Tree | |||||||
| PO Box 4261 | Mankato | MN | 56002 | None | PC | Unrestricted General Fund | $750 |
| Holy Rosary Catholic Church | |||||||
| 546 Grant Avenue | North Mankato | MN | 56003 | None | PC | Unrestricted General Fund | $200 |
| House of Hope | |||||||
| PO Box 291 | Mankato | MN | 560020291 | None | PC | Unrestricted General Fund | $500 |
| Junior Achievement | |||||||
| 210 Lime Street | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $800 |
| Kiwanis Club of NE Minneapolis | |||||||
| 729 Marshall St NE | Minneapolis | MN | 55418 | None | PC | Unrestricted General Fund | $1,250 |
| Mankato Area Foundation | |||||||
| 127 So Second Street Ste 100 | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $740 |
| Mankato Area Rotary Assoc | |||||||
| 2030 Adams St | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $500 |
| Mankato Area United Way | |||||||
| 101 North 2nd Street Suite 100 | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $3,000 |
| Mankato East High School | |||||||
| 2600 Hoffman Road | Mankato | MN | 56001 | None | GOV | Unrestricted General Fund | $250 |
| Mankato Rehabilitation Center Inc Foundation | |||||||
| 15 Map Drive | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $500 |
| Mankato Symphony Orchestra | |||||||
| 523 S 2nd St | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $250 |
| Mankato West High School | |||||||
| 1351 S Riverfront Dr | Mankato | MN | 56001 | None | GOV | Unrestricted General Fund | $200 |
| Mankato Youth Place | |||||||
| 709 S Broad Street | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $11,250 |
| Mankato YWCA | |||||||
| 500 South Broad Street | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $500 |
| MAYBA | |||||||
| 1925 Haughton Avenue | North Mankato | MN | 56003 | None | PC | Unrestricted General Fund | $450 |
| Minnesota State University | |||||||
| 135 Myers Field House | Mankato | MN | 56001 | None | GOV | Athletic Department | $3,750 |
| Minnesota State University Foundation | |||||||
| 236 Wigley Administration Center | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $3,000 |
| One Bright Star | |||||||
| PO Box 1084 | Mankato | MN | 56002 | None | PC | Unrestricted General Fund | $1,000 |
| Open Door Health Center | |||||||
| 309 Holly Lane Admin | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $750 |
| Pancreatic Cancer Action Network | |||||||
| 1500 Rosecrans Avenue Suite 200 | Manhattan Beach | CA | 90266 | None | PC | Unrestricted General Fund | $250 |
| Partners For Affordable Housing | |||||||
| 151 Good Counsel Drive Suite 130 | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $500 |
| Ronald McDonald House | |||||||
| 818 Fulton Street SE | Minneapolis | MN | 55414 | None | PC | Unrestricted General Fund | $4,000 |
| Salvation Army of Mankato | |||||||
| 700 South Riverfront Drive | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $750 |
| South Central College - Mankato Foundation | |||||||
| 1920 Lee Boulevard | North Mankato | MN | 56003 | None | PC | Unrestricted General Fund | $1,000 |
| Southern MN Independent Living Enterprises & Services (SMILES) | |||||||
| 709 So Front Street Ste 7 | Mankato | MN | 560013887 | None | PC | Unrestricted General Fund | $750 |
| Tee It Up For The Troops | |||||||
| PO Box 685 | Mankato | MN | 56002 | None | PC | Unrestricted General Fund | $2,412 |
| The Reach | |||||||
| 125 E Liberty St | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $500 |
| Twin Rivers Council For The Arts | |||||||
| 523 S 2nd St | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $1,250 |
| Vine | |||||||
| 421 E Hickory Street | Mankato | MN | 56001 | None | PC | Unrestricted General Fund | $750 |
| Wounded Warriors Project | |||||||
| 4899 Belfort Rd Suite 300 | Jacksonville | FL | 32256 | None | PC | Unrestricted General Fund | $250 |
| Young Life Greater Mankato | |||||||
| PO Box 13 | Mankato | MN | 56002 | None | PC | Unrestricted General Fund | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,602 | 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 | $28,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,211 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reimbursement of taxable expenditure | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,038 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,038 | 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 | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Columbia Dividend Opportunity Fund | AT COST | $229,965 | $215,428 |
| Franklin Income Fund Class A | AT COST | $186,718 | $182,729 |
| John Hancock Disciplined value | AT COST | $128,792 | $143,702 |
| Lord Abbett Developing Growth | AT COST | $175,467 | $131,005 |
| Franklin Mutual Shares Class A | AT COST | $145,809 | $137,612 |
| Pimco Total Return Class C | AT COST | $67,063 | $54,929 |
| Vanguard Convertible | AT COST | $113,052 | $107,051 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $101 | $101 | $0 |
| MN Filing Fee | $80 | $0 | $80 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reimbursement of taxable expenditure | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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