NASH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NASH FOUNDATION (EIN 41-6019142)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-21
- IRS object ID
- 202520809349100507
- Schema version
- 2023v6.0
- 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 | 2025-03-21T07:25:11-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | 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 NORTON TOCHO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6125003177 | PhoneNum |
| Signature | 2025-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,272,151 | 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 | $21,161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,855 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,087 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,855 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $190,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,178 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,978 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,978 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,900 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $34,848 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $34,848 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,726 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $260,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,656 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,178 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $491,236 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $458,868 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $458,868 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,126,446 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,088,436 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,813,283 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,617,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,547,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,272,151 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,617,682 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,547,304 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,617,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,547,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,617,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,547,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,617,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,378 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,547,304 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,547,304 | 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 | $194,087 | GrossSalesPriceAmt |
| Cost Or Other Basis | $145,232 | CostOrOtherBasisAmt |
| Gain Or Loss | $48,855 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $48,855 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,855 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,643 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,643 | SubtotalAmt |
| Tax Based On Investment Income | $2,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,967 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,767 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $124 | OverpaymentAmt |
| Applied To ES Tax | $124 | 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 | CT | 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 (11 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 | $2,978 | $0 | $0 |
| John Brautigam | ||||||||
| 5500 NICOLLET AVENUE 19487 | Minneapolis | MN | 55419 | Board Member, Sec | 1.0 | $0 | $0 | $0 |
| Corey Hascall | ||||||||
| 5500 NICOLLET AVENUE 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Iliana Ouseley Herrman | ||||||||
| 5500 NICOLLET AVENUE 19487 | Minneapolis | MN | 55419 | Board Member | 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 |
| Jaci Schoeder | ||||||||
| 5500 NICOLLET AVENUE 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Nicholas Schoeder | ||||||||
| 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 | $4,664,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $470,739 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,135,105 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,135,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,027 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,058,078 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,643 | TotalTaxAmt |
| Distributable Before Adj | $250,261 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $250,261 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $250,261 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,656 | 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 | $258,656 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $250,261 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $240,803 | UndistributedIncomePYAmt |
| Qualifying Distributions | $258,656 | QualifyingDistributionsAmt |
| Applied To Year1 | $240,803 | AppliedToYear1Amt |
| Applied To Current Year | $17,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $232,408 | 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 (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $250 |
| AUBURN MANOR | |||||||
| 501 N OAK ST | CHASKA | MN | 55318 | N/A | PC | General & Unrestricted | $1,000 |
| AVENUES FOR YOUTH | |||||||
| 1708 OAK PARK AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | General & Unrestricted | $700 |
| BILINGUAL EDUCATION COLLECTIVE | |||||||
| 120 W 15TH ST | MINNEAPOLIS | MN | 55403 | N/A | PC | Emerson EFE | $5,000 |
| BLAKE SCHOOL | |||||||
| 110 BLAKE RD S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $600 |
| CENTER FOR A HUMANE ECONOMY INC | |||||||
| PO BOX 30845 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $2,103 |
| CHICKEN RUN RESCUE | |||||||
| PO BOX 233 | ELKO NEW MRKT | MN | 55020 | N/A | PC | General & Unrestricted | $1,000 |
| COVER HOME REPAIR INC | |||||||
| 158 S MAIN ST | WHITE RIV JCT | VT | 05001 | N/A | PC | General & Unrestricted | $2,000 |
| DEATH WITH DIGNITY NATIONAL CENTER | |||||||
| PO BOX 2009 | PORTLAND | OR | 97208 | N/A | PC | General & Unrestricted | $1,000 |
| ECOLOGY EDUCATION INC | |||||||
| 184 SIMPSON RD | SACO | ME | 04072 | N/A | PC | General & Unrestricted | $250 |
| EDUCATION FOR JUST PEACE IN THE MIDDLE EAST | |||||||
| PO BOX 3609 | WASHINGTON | DC | 20027 | N/A | PC | General & Unrestricted | $500 |
| FAUNALYTICS | |||||||
| 9415 DELPHI RD SW | OLYMPIA | WA | 98512 | N/A | PC | General & Unrestricted | $1,000 |
| FOOD DEPOT | |||||||
| 1222A SILER RD | SANTA FE | NM | 87507 | N/A | PC | General & Unrestricted | $250 |
| FOSTER THE FAMILY | |||||||
| 1892 GREENTREE RD STE 4 | CHERRY HILL | NJ | 08003 | N/A | PC | General & Unrestricted | $975 |
| FRIENDLY HOUSE INC | |||||||
| 36 WALL ST | WORCESTER | MA | 01604 | N/A | PC | General & Unrestricted | $250 |
| FRIENDS OF THE BOUNDARY WATERS WILDERNESS | |||||||
| 2550 UNIVERSITY AVE W STE 180S | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $250 |
| GERARDS HOUSE | |||||||
| 3204 MERCANTILE CT | SANTA FE | NM | 87507 | N/A | PC | General & Unrestricted | $2,000 |
| 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 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 2520 CAMINO ENTRADA | SANTA FE | NM | 87507 | N/A | PC | General & Unrestricted | $1,200 |
| HARM REDUCTION SISTERS | |||||||
| 206 W 4TH ST STE 216 B | DULUTH | MN | 55806 | N/A | PC | General & Unrestricted | $100 |
| HAVEN HOUSING | |||||||
| PO BOX 11293 | MINNEAPOLIS | MN | 55411 | N/A | PC | General & Unrestricted | $25,000 |
| HENNEPIN HISTORY MUSEUM | |||||||
| 2303 3RD AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $10,000 |
| HOPE 4 YOUTH | |||||||
| 2665 4TH AVE STE 40 | ANOKA | MN | 55303 | N/A | PC | General & Unrestricted | $25,000 |
| HOPE ACADEMY INC | |||||||
| 2300 CHICAGO AVE | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $1,025 |
| HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $1,000 |
| INDIGENOUS EDUCATIONAL NETWORK OF TURTLE ISLAND | |||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | N/A | PC | General & Unrestricted | $25,000 |
| INTERNATIONAL ACADEMY OF FINE ART | |||||||
| PO BOX 1832 | NEW HAVEN | CT | 06508 | N/A | PC | General & Unrestricted | $2,000 |
| JTP PROFESSIONAL SERVICE CORPORATION | |||||||
| 2038 FORD PKWY 444 | SAINT PAUL | MN | 55116 | N/A | PC | General & Unrestricted | $100 |
| LAKE MINNETONKA HISTORICAL SOCIETY | |||||||
| PO BOX 672 | WAYZATA | MN | 55391 | N/A | PC | General & Unrestricted | $10,000 |
| LEGAL SERVICES FOR THE ELDERLY INC | |||||||
| 5 WABON ST | AUGUSTA | ME | 04330 | N/A | PC | General & Unrestricted | $2,000 |
| LITTLE WANDERERS NYC INC | |||||||
| C/O COURTNEY CHANDELRN 16 W 77 S | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $100 |
| MADRONA INSTITUTE | |||||||
| PO BOX 738 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $2,000 |
| MAINEHEALTH | |||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | N/A | PC | General & Unrestricted | $250 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $750 |
| MINNESOTA STATE UNIVERSITY MANKATO FOUNDATION INCO | |||||||
| 224 ALUMNI FOUNDATION CENTER | MANKATO | MN | 56001 | N/A | PC | General & Unrestricted | $700 |
| MYHEALTH FOR TEENS AND YOUNG ADULTS INC | |||||||
| 15 8TH AVE S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $600 |
| PEOPLE PLUS | |||||||
| 35 UNION ST | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DA | |||||||
| 671 VANDALIA ST | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $10,000 |
| ROCKY MOUNTAIN PLANNED PARENTHOOD INC | |||||||
| 719 SAN MATEO BLVD NE | ALBUQUERQUE | NM | 87108 | N/A | PC | General & Unrestricted | $500 |
| SECONDHAND HOUNDS | |||||||
| 5959 BAKER RD STE 390 | MINNETONKA | MN | 55345 | N/A | PC | General & Unrestricted | $1,000 |
| SELAH FREEDOM INC | |||||||
| PO BOX 21415 | SARASOTA | FL | 34276 | N/A | PC | General & Unrestricted | $1,050 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | General & Unrestricted | $4,000 |
| SISTERS OF SAINT ANN ANNA MARIA COLLEGE | |||||||
| 50 SUNSET LN | PAXTON | MA | 01612 | N/A | PC | General & Unrestricted | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $250 |
| STAND UP TO CANCER | |||||||
| 10880 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | N/A | SO I | General & Unrestricted | $250 |
| STEAMBOAT SPRINGS COUNCIL OF THE ARTS AND HUMANITI | |||||||
| 1001 13TH ST | STEAMBOAT SPR | CO | 80487 | 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 | $250 |
| THE CARTER CENTER INC | |||||||
| 453 FREEDOM PKWY NE ONE COPENHILL | ATLANTA | GA | 30307 | N/A | PC | General & Unrestricted | $250 |
| THE CLIMATE CENTER | |||||||
| 1275 4TH ST 191 | SANTA ROSA | CA | 95404 | 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 | $5,250 |
| THE MOUNTAIN HERMITAGE INC | |||||||
| PO BOX 807 | RNCH DE TAOS | NM | 87557 | N/A | PC | General & Unrestricted | $750 |
| THE OPEN DOOR | |||||||
| 3000 AMES CROSSING RD STE 100 | EAGAN | MN | 55121 | N/A | PC | General & Unrestricted | $3,050 |
| THE SALVATION ARMY | |||||||
| 2445 PRIOR AVE N | ROSEVILLE | MN | 55113 | N/A | PC | General & Unrestricted | $300 |
| THE YOUTH SCIENCE INSTITUTE | |||||||
| 296 GARDEN HILL DR | LOS GATOS | CA | 95032 | N/A | PC | General & Unrestricted | $1,000 |
| THINK NEW MEXICO | |||||||
| 505 DON GASPAR AVE | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $250 |
| UNITARIAN UNIVERSALIST CHURCH OF WORCESTER | |||||||
| 140 SHORE DR | WORCESTER | MA | 01605 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION | |||||||
| 4TH FL | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $1,377 |
| UNRWA USA NATIONAL COMMITTEE INC | |||||||
| PO BOX 18697 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| UPSTREAM ARTS | |||||||
| 3501 CHICAGO AVE 5 | 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 | $11,000 |
| VOCALESSENCE | |||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | General & Unrestricted | $1,000 |
| WASATCH ACADEMY | |||||||
| 120 S 100 W | MT PLEASANT | UT | 84647 | N/A | PC | General & Unrestricted | $300 |
| WESLEYAN UNIVERSITY | |||||||
| 291 MAIN ST | MIDDLETOWN | CT | 06457 | N/A | PC | General & Unrestricted | $250 |
| WESLEYAN UNIVERSITY The Wesleyan Fund (obsolete) | |||||||
| 318 HIGH ST | MIDDLETOWN | CT | 06459 | N/A | PC | General & Unrestricted | $2,500 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | General & Unrestricted | $600 |
| WILLOWIND THERAPEUTIC RIDING CENTER INC | |||||||
| 1140 SATE HWY 3 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $2,000 |
| WOMENS ENRICHMENT AND FAMILY CENTER INC | |||||||
| PO BOX 866 | ANDREWS | NC | 28901 | N/A | PC | General & Unrestricted | $600 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||
| 266 WOODS HOLE RD MS 40 | WOODS HOLE | MA | 02543 | N/A | PC | General & Unrestricted | $250 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | General & Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,830 | 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 | $21,161 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,162 | 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 | $48,855 | 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 | $190,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,178 | 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 | $212,078 |
| ISHARES GOLD TR | $71,363 | $111,846 |
| SCHWAB 5-10 YEAR CORPORATE BON | $393,709 | $391,696 |
| SCHWAB FUNDAMENTAL EM MARKETS | $323,339 | $370,926 |
| SCHWAB FUNDAMENTAL INTERNATION | $183,102 | $209,081 |
| SCHWAB FUNDAMENTAL INTL LARGE | $266,741 | $368,761 |
| SCHWAB FUNDAMENTAL US LARGE CO | $393,482 | $588,353 |
| SCHWAB FUNDAMENTAL US SMALL CO | $229,007 | $370,161 |
| SCHWAB INTERMEDIATE US TRS ETF | $231,646 | $215,124 |
| SCHWAB STRATEGIC TREMERGING MK | $285,646 | $285,653 |
| SCHWAB STRATEGIC TRINTL SMALL | $144,863 | $158,651 |
| SCHWAB U.S. SMALL-CA | $193,731 | $277,677 |
| SCHWAB US LARGE CAP ETF | $230,456 | $411,072 |
| SCHWAB US REIT | $114,248 | $104,743 |
| SCHWAB US TIPS | $113,645 | $96,062 |
| SPDR BARCLAYS CAPITAL EMERGING | $123,549 | $96,685 |
| VANGUARD GLOBAL EX-US REAL EST | $27,924 | $19,352 |
| VANGUARD MORTGAGE-BACKED SEC I | $490,072 | $449,869 |
| XTRACKERS INTERNATIONAL REAL E | $94,775 | $75,493 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $33,982 | $33,982 |
| Digital Subscriptions | $552 | $552 |
| State or Local Filing Fees | $26 | $26 |
| Website Hosting/Support | $288 | $288 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2024 | CategoryTxt |
| Amt | $1,900 | Amt |
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