JOE MAUER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JOE MAUER FOUNDATION (EIN 45-3843417)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-03
IRS object ID
202421249349101927
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-03T12:38:00-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453843417EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOE MAUER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOEMBusinessNameControlTxt
Phone9493008035PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1DESGUINCPA 2775 NW 49TH AVE 205 411AddressLine1Txt
CityOCALACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34482ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH P MAUERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-05-03SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPH PPersonFirstNm
Person LastMAUERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$406,192FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,206InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,206InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,206InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$14,347DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,347DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,347DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$77,386NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$397,947GrossSalesPriceAmt
Total Rev And Expnss-$55,833TotalRevAndExpnssAmt
Total Net Invst Incm$21,553TotalNetInvstIncmAmt
Total Adj Net Incm$21,553TotalAdjNetIncmAmt
Taxes Rev And Expnss$496TaxesRevAndExpnssAmt
Taxes Net Invst Incm$496TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$496TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$86OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$86OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$86OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$582TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$582TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$582TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$252,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$252,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$252,582TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$582TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$252,582TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$308,415ExcessRevenueOverExpensesAmt
Net Investment Income$20,971NetInvestmentIncomeAmt
Adjusted Net Income$21,553AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$153,879CashBOYAmt
Cash EOY$21,437CashEOYAmt
Cash EOYFMV$21,437CashEOYFMVAmt
Sav And Temp Cash Invst BOY$488,705SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$380,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$384,755SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$642,584TotalAssetsBOYAmt
Total Assets EOY$401,437TotalAssetsEOYAmt
Total Assets EOYFMV$406,192TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$642,584NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$401,437NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$642,584TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$401,437TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$642,584TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$401,437TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$642,584TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$308,415ExcessRevenueOverExpensesAmt
Other Increases$67,268OtherIncreasesAmt
Subtotal$401,437SubtotalAmt
Tot Net Ast Or Fund Balances EOY$401,437TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVARIOUS MORGAN STANLEY #134466PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2022-12-01AcquiredDt
Sold2023-12-31SoldDt
Gross Sales Price$397,947GrossSalesPriceAmt
Cost Or Other Basis$475,333CostOrOtherBasisAmt
Gain Or Loss-$77,386GainOrLossAmt
Gains Minus Excess Or Losses-$77,386GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$77,386CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$291InvestmentIncomeExciseTaxAmt
Subtotal$291SubtotalAmt
Tax Based On Investment Income$291TaxBasedOnInvestmentIncomeAmt
Tax Due$291TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CYNTHIA M DESGUINCPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9493008035PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12775 NW 49TH AVENUE 205-411AddressLine1Txt
CityOCALACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34482ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH P MAUER
8300 NORMAN CENTER DRIVE 1150BLOOMINGTONMN55437President5.00$0
MADELINE A MAUER
8300 NORMAN CENTER DRIVE 1150BLOOMINGTONMN55437Vice President2.00$0
CYNTHIA M DESGUIN
2775 NW 100TH AVENUE 205-411OCALAFL34482Treasurer2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$608,717AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$608,717TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$608,717AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,131CashDeemedCharitableAmt
Net Vl Noncharitable Assets$599,586NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,979MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,979MinimumInvestmentReturnAmt
Tax Based On Investment Income$291TaxBasedOnInvestmentIncomeAmt
Total Tax$291TotalTaxAmt
Distributable Before Adj$29,688DistributableBeforeAdjAmt
Distributable Before Ded$29,688DistributableBeforeDedAmt
Distributable As Adjusted$29,688DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$252,582ExpensesAndContributionsAmt
Qualifying Distributions$252,582QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,688DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$27,200ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,514ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,428ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$54,105ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$210,359ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$317,606TotalExcessDistributionCyovAmt
Qualifying Distributions$252,582QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,688AppliedToCurrentYearAmt
Remaining Distri From Corpus$222,894RemainingDistriFromCorpusAmt
Total Corpus$540,500TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$27,200ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$513,300ExcessDistriCyovToNextYrAmt
Excess From Year4$7,514ExcessFromYear4Amt
Excess From Year3$18,428ExcessFromYear3Amt
Excess From Year2$54,105ExcessFromYear2Amt
Excess From Year1$210,359ExcessFromYear1Amt
Excess From Current Year$222,894ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH P MAUERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CRESCENT COVE
4201 58TH AVE NBROOKLYN CENTERMN55429NONEPCGENERAL OPERATING SUPPORT$25,000
HIGHLAND FRIENDSHIP CLUB
161 ST ANTHONY AVEST PAULMN55103NONEPCGENERAL OPERATING SUPPORT$60,000
NATIVITY OF OUR LORD CHURCH SCHOOL
1938 STANFORD AVEST PAULMN55105NONEPCGENERAL OPERATING SUPPORT$167,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$252,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,206ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,347ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$77,386RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,553ExclusionAmt
Related Or Exempt Function Incm-$77,386RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$55,833TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL STATE FEE$25$25$25
ANNUAL STATE FEE$61$61$61

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

AmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
$26$26$26
$470$470$470

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