ECOTRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ECOTRUST (EIN 41-1735062)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202431289349102248
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T08:12:22-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411735062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EcoTrust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECOT | BusinessNameControlTxt |
| Phone | 6123742808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 16570 5100 West 36th St | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter W Vaughan | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6123742808 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Peter | PersonFirstNm |
| Person Last | Vaughan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,379,712 | 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 | $770,056 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,053 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,053 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,062,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $259 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $685 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $685 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $830,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,722 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $25 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $25 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $118 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $118 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $121 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $121 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,092 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $232 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $232 | PrintingAndPubNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $889,881 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $889,881 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $892,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $889,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,134 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $588 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,610 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $355,998 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $355,998 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,421,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,008,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,023,214 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,428,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,365,319 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,379,712 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,428,322 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,365,319 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,428,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,365,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,428,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,365,319 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,428,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,691 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,366,631 | SubtotalAmt |
| Other Decreases | $1,312 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,365,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 250 Sustainable Future ETF (ERTH; 46137V407) | P | 2023-08-01 | 2023-11-01 | $9,812 | $13,050 | -$3,238 | -$3,238 |
| 164 Microsoft Corp (MSFT; XXX-XX-XXXX) | P | 2023-07-10 | 2023-07-18 | $57,400 | $54,351 | $3,049 | $3,049 |
| 400 Global Wind Energy ETF (FAN; 33736G106) | P | 2021-01-26 | 2023-10-26 | $5,420 | $9,996 | -$4,576 | -$4,576 |
| 1100 Global Wind Energy ETF (FAN; 33736G106) | P | 2021-06-23 | 2023-10-26 | $14,905 | $23,650 | -$8,745 | -$8,745 |
| 500 Global Wind Energy ETF (FAN; 33736G106) | P | 2021-07-23 | 2023-10-26 | $6,775 | $10,500 | -$3,725 | -$3,725 |
| 348 Water Resources ETF (PHO; 46137V142) | P | 2017-12-18 | 2023-06-13 | $19,140 | $10,498 | $8,642 | $8,642 |
| 402 Water Resources ETF (PHO; 46137V142) | P | 2018-07-30 | 2023-06-13 | $22,110 | $12,548 | $9,562 | $9,562 |
| 500 Sustainable Future ETF (ERTH; 46137V407) | P | 2019-03-22 | 2023-11-01 | $19,625 | $20,881 | -$1,256 | -$1,256 |
| 735 Sustainable Future ETF (ERTH; 46137V407) | P | 2020-07-09 | 2023-11-01 | $28,849 | $36,934 | -$8,085 | -$8,085 |
| 15 Sustainable Future ETF (ERTH; 46137V407) | P | 2021-06-17 | 2023-11-01 | $589 | $1,129 | -$540 | -$540 |
| 500 Sustainable Future ETF (ERTH; 46137V407) | P | 2021-07-22 | 2023-11-01 | $19,625 | $33,375 | -$13,750 | -$13,750 |
| 250 Sustainable Future ETF (ERTH; 46137V407) | P | 2022-04-08 | 2023-11-01 | $9,812 | $15,125 | -$5,313 | -$5,313 |
| 380 Solar ETF (TAN; 46138G706) | P | 2020-02-20 | 2023-11-02 | $16,112 | $15,797 | $315 | $315 |
| 30 Solar ETF (TAN; 46138G706) | P | 2021-08-24 | 2023-12-11 | $1,375 | $2,475 | -$1,100 | -$1,100 |
| 10,000 Global Clean Energy ETF (PBD; 46138G847) | P | 2021-02-20 | 2023-10-27 | $132,099 | $170,500 | -$38,401 | -$38,401 |
| 300 Microsoft Corp (MSFT; XXX-XX-XXXX) | P | 2022-01-24 | 2023-01-31 | $73,498 | $85,974 | -$12,476 | -$12,476 |
| 250 Microsoft Corp (MSFT; XXX-XX-XXXX) | P | 2022-01-24 | 2023-02-07 | $66,248 | $71,645 | -$5,397 | -$5,397 |
| 250 Microsoft Corp (MSFT; XXX-XX-XXXX) | P | 2021-07-07 | 2023-03-31 | $71,249 | $69,731 | $1,518 | $1,518 |
| 250 Microsoft Corp (MSFT; XXX-XX-XXXX) | P | 2021-07-07 | 2023-04-27 | $74,999 | $69,731 | $5,268 | $5,268 |
| 250 Microsoft Corp (MSFT; XXX-XX-XXXX) | P | 2022-01-24 | 2023-04-27 | $74,999 | $71,645 | $3,354 | $3,354 |
| 240 Nextera Energy Inc. (NEE; 65339F101) | P | 2020-04-24 | 2023-11-29 | $14,088 | $14,310 | -$222 | -$222 |
| 360 Nextera Energy Inc. (NEE; 65339F101) | P | 2020-08-10 | 2023-11-29 | $21,132 | $25,839 | -$4,707 | -$4,707 |
| 900 Nextera Energy Inc. (NEE; 65339F101) | P | 2022-05-10 | 2023-11-29 | $52,830 | $62,325 | -$9,495 | -$9,495 |
| 63.4 Organon & CO (OGN; 68622V106) | P | 2011-03-04 | 2023-11-17 | $709 | $1,003 | -$294 | -$294 |
| 12.6 Organon & CO (OGN; 68622V106) | P | 2016-04-05 | 2023-11-17 | $141 | $328 | -$187 | -$187 |
| 24 Organon & CO (OGN; 68622V106) | P | 2016-07-27 | 2023-11-17 | $268 | $664 | -$396 | -$396 |
| 300 Organon & CO (OGN; 68622V106) | P | 2021-06-18 | 2023-11-17 | $3,354 | $9,000 | -$5,646 | -$5,646 |
| 600 Organon & CO (OGN; 68622V106) | P | 2021-07-23 | 2023-11-17 | $6,708 | $17,880 | -$11,172 | -$11,172 |
| 500 Schwab US TIPS ETF (TIPS; XXX-XX-XXXX) | P | 2022-05-10 | 2023-12-05 | $25,700 | $28,800 | -$3,100 | -$3,100 |
| 470 Real Estate ETF (VNQ; XXX-XX-XXXX) | P | 2011-04-18 | 2023-06-07 | $39,010 | $22,717 | $16,293 | $16,293 |
| 826 Real Estate ETF (VNQ; XXX-XX-XXXX) | P | 2012-01-11 | 2023-06-07 | $68,557 | $39,957 | $28,600 | $28,600 |
| 204 Real Estate ETF (VNQ; XXX-XX-XXXX) | P | 2014-01-24 | 2023-06-07 | $16,932 | $11,862 | $5,070 | $5,070 |
| 15 Welltower Inc. (WELL; 95040Q104) | P | 2012-04-23 | 2023-05-23 | $1,157 | $765 | $392 | $392 |
| 1250 Water Resources ETF (PHO; 46137V142) | P | 2010-07-20 | 2023-06-13 | $68,749 | $19,061 | $49,688 | $49,688 |
| 235 Welltower Inc. (WELL; 95040Q104) | P | 2007-06-28 | 2023-05-23 | $18,118 | $7,789 | $10,329 | $10,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $259 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$189 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $808 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $808 | SubtotalAmt |
| Tax Based On Investment Income | $808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peter W Vaughan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6123742808 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 16570 5100 West 36th Street | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | 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 | false | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Peter W Vaughan | ||||||
| 1976 Sheridan Ave S | Minneapolis | MN | 554052211 | President | 10.00 | $0 |
| Catherine Anson | ||||||
| 1976 Sheridan Ave S | Minneapolis | MN | 55405 | Director | 1.00 | $0 |
| Angus M Vaughan | ||||||
| 12 Highland Road | McLeod | MT | 59052 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Cash grants to 55 charitable organizations that averaged $16,180 per organization | Description1Txt |
| Expenses1 | $889,881 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,154,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,324,267 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,324,267 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,864 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,274,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $808 | TotalTaxAmt |
| Distributable Before Adj | $162,912 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $162,912 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $162,912 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $889,881 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $889,881 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,912 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $460,650 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $497,137 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $529,404 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $617,433 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $659,252 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,763,876 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $889,881 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $726,969 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,490,845 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $460,650 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,030,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $497,137 | ExcessFromYear4Amt |
| Excess From Year3 | $529,404 | ExcessFromYear3Amt |
| Excess From Year2 | $617,433 | ExcessFromYear2Amt |
| Excess From Year1 | $659,252 | ExcessFromYear1Amt |
| Excess From Current Year | $726,969 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Peter W Vaughan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| American Prairie | ||||||||||||
| PO Box 908 | Bozeman | MT | 59771 | None | PC | Unrestricted general operating support | $10,000 | |||||
| Center for Biological Diversity | ||||||||||||
| PO Box 710 | Tucson | AZ | 85702 | None | PC | Unrestricted general operating support | $15,000 | |||||
| Center for Reproductive Rights | ||||||||||||
| 199 Water Street Floor 22 | New York | NY | 10038 | None | PC | Unrestricted general operating support | $15,000 | |||||
| Charity Navigator | ||||||||||||
| PO Box 4009 | Harlan | IA | 51593 | None | PC | Unrestricted general operating support | $150 | |||||
| Conservation International | ||||||||||||
| PO Box 418608 | Boston | MA | 02241 | None | PC | Unrestricted general operating support | $18,000 | |||||
| Conservation Minnesota | ||||||||||||
| 1101 West River Parkway Suite 250 | Minneapolis | MN | 55415 | None | PC | Unrestricted general operating support | $5,000 | |||||
| DKT International | ||||||||||||
| 1001 Connecticut Ave NW Suite 800 | Washington | DC | 20036 | None | PC | Unrestricted general operating support | $25,000 | |||||
| Earth Island Institute | ||||||||||||
| PO Box 460943 | San Francisco | CA | 94146 | None | PC | Transition Earth Program support | $2,500 | |||||
| Earthjustice | ||||||||||||
| 50 California Street Suite 500 | San Francisco | CA | 94111 | None | PC | Unrestricted general operating support | $15,000 | |||||
| Earthworks | ||||||||||||
| 1612 K St NW Suite 904 | Washington | DC | 20006 | None | PC | Unrestricted general operating support | $10,000 | |||||
| Ecotrust | ||||||||||||
| 1140 SE 7th Avenue | Portland | OR | 97214 | None | PC | Unrestricted general operating support | $2,500 | |||||
| EngenderHealth | ||||||||||||
| PO Box 7247 | Philadelphia | PA | 19170 | None | PC | Unrestricted general operating support | $30,000 | |||||
| Environmental Defense Fund | ||||||||||||
| PO Box 98051 | Washington | DC | 20077 | None | PC | Unrestricted general operating support | $30,000 | |||||
| Five Valleys Land Trust | ||||||||||||
| 120 Hickory Street Suite B | Missoula | MT | 59801 | None | PC | Unrestricted general operating support | $1,500 | |||||
| Fresh Energy | ||||||||||||
| 408 St Peter Street | St Paul | MN | 55102 | None | PC | Unrestricted general operating support | $15,000 | |||||
| Friends of Boundary Waters Wilderness | ||||||||||||
| 2550 University Ave W | St Paul | MN | 55114 | None | PC | Unrestricted general operating support | $2,000 | |||||
| Friends of the Mississippi River | ||||||||||||
| 106 Water Street | St Paul | MN | 55107 | None | PC | Unrestricted general operating support | $1,500 | |||||
| Friends of Sax-Zims Bog | ||||||||||||
| PO Box 3585 | Duluth | MN | 55803 | None | PC | Land purchase fund | $500 | |||||
| Gathering Waters | ||||||||||||
| 211 South Paterson St | Madison | WI | 53703 | None | PC | Unrestricted general operating support | $5,000 | |||||
| Greater Yellowstone Coalition | ||||||||||||
| 215 South Wallace Ave | Bozeman | MT | 59715 | None | PC | Capital campaign & Unrestricted general operating support | $35,000 | |||||
| Guttmacher Institute | ||||||||||||
| PO Box 905 | Hartsdale | NY | 10530 | None | PC | Unrestricted general operating support | $15,000 | |||||
| Institute for Agriculture & Trade Policy | ||||||||||||
| 1700 2nd Street NE | Minneapolis | MN | 55413 | None | PC | Unrestricted general operating support | $3,500 | |||||
| International Planned Parenthood Federat | ||||||||||||
| 1290 Avenue of the Americas | New York | NY | 10104 | None | PC | General operating support | $100,000 | |||||
| Ipas | ||||||||||||
| PO Box 9990 | Chapel Hill | NC | 27515 | None | PC | Unrestricted general operating support | $30,000 | |||||
| Kinnickinnic River Land Trust | ||||||||||||
| PO Box 87 | River Falls | WI | 54022 | None | PC | Unrestricted general operating support | $1,200 | |||||
| Land Trust Alliance | ||||||||||||
| 1250 H Street | Washington | DC | 20077 | None | PC | Unrestricted general operating support | $2,500 | |||||
| Landmark Conservancy | ||||||||||||
| 500 East Main St | Menomonie | WI | 54751 | None | PC | Unrestricted general operating support | $15,000 | |||||
| MN Center for Environmental Advocacy | ||||||||||||
| 1919 University Ave W Suite 515 | St Paul | MN | 55104 | None | PC | Unrestricted general operating support | $25,000 | |||||
| Minnesota Land Trust | ||||||||||||
| 2356 University Ave W | St Paul | MN | 55114 | None | PC | Capital campaign & Unrestricted general operating support | $25,000 | |||||
| MN350 Alliance for Sustainability | ||||||||||||
| 4407 East Lake Street | Minneapolis | MN | 55406 | None | PC | Unrestricted general operating support | $5,000 | |||||
| National Network of Abortion Funds | ||||||||||||
| 9450 SW Gemini Drive | Beaverton | OR | 97008 | None | PC | Unrestricted general operating support | $10,000 | |||||
| Natural Resources Defense Council | ||||||||||||
| 40 West 20th St | New York | NY | 10011 | None | PC | Unrestricted general operating support | $25,000 | |||||
| Nature Conservancy | ||||||||||||
| PO Box 1563 | Merrifield | VA | 22116 | None | PC | Unrestricted general operating support of several chapters | $30,000 | |||||
| PAI | ||||||||||||
| 1300 19th St NW | Washington | DC | 20036 | None | PC | Unrestricted general operating support | $35,000 | |||||
| Pathfinder International | ||||||||||||
| 9 Galen St | Watertown | MA | 02472 | None | PC | Unrestricted general operating support | $30,000 | |||||
| Cambridge Reproductive Health | ||||||||||||
| PO Box 1280 | Amherst | MA | 01004 | None | PC | Directed for Women Help Women program | $15,000 | |||||
| Planned Parenthood Federation of America | ||||||||||||
| 123 William St | New York | NY | 10038 | None | PC | Unrestricted general operating support for several chapters | $60,000 | |||||
| Population Connection | ||||||||||||
| PO Box 8901 | Topeka | KS | 66608 | None | PC | Unrestricted general operating support | $4,000 | |||||
| Population Council | ||||||||||||
| 1 Dag Hammarskjold Plaza | New York | NY | 10017 | None | PC | Unrestricted general operating support | $7,500 | |||||
| Population Institute | ||||||||||||
| 105 2nd Street NE | Washington | DC | 20002 | None | PC | Unrestricted general operating support | $4,000 | |||||
| Population Media Center | ||||||||||||
| 30 Kimball Ave | South Burlington | VT | 05403 | None | PC | Unrestricted general operating support | $35,000 | |||||
| Population Reference Bureau | ||||||||||||
| 1111 19th St NW | Washington | DC | 20036 | None | PC | Unrestricted general operating support | $1,500 | |||||
| Population Services International | ||||||||||||
| PO Box 423700 | Washington | DC | 20042 | None | PC | Unrestricted general operating support | $25,000 | |||||
| Sierra Club Foundation | ||||||||||||
| 2101 Webster Street | Oakland | CA | 94612 | None | PC | Unrestricted general operating support and clean energy program | $26,000 | |||||
| Trust for Public Land | ||||||||||||
| PO Box 96315 | Washington | DC | 20090 | None | PC | Unrestricted general operating support | $2,500 | |||||
| Trust Women Foundation | ||||||||||||
| PO Box 3222 | Wichita | KS | 67201 | None | PC | Unrestricted general operating support | $20,000 | |||||
| Union of Concerned Scientists | ||||||||||||
| PO Box 4123 | Woburn | MA | 01888 | None | PC | Unrestricted general operating support | $5,000 | |||||
| Voyagers Conservancy | ||||||||||||
| 1400 Van Buren St NE | Minneapolis | MN | 55413 | None | PC | Unrestricted general operating support | $500 | |||||
| Women On Web International Foundation | ||||||||||||
| None | PC | Unrestricted general operating support | $20,031 | 1 Yonge St Suite 1801 | Toronto | Toronto, Ontario | CA | M5E 1W7 | ||||
| Population Balance | ||||||||||||
| PO Box 14175 | St Paul | MN | 55114 | None | PC | Unrestricted general operating support | $5,000 | |||||
| Forest Trends | ||||||||||||
| 1203 19th Street NW | Washington | DC | 20036 | None | PC | General operatig | $5,000 | |||||
| Fos Feminista | ||||||||||||
| 125 Maiden Lane | New York | NY | 10038 | None | PC | General operating | $30,000 | |||||
| American Rivers | ||||||||||||
| 1101 14th Street NW | Washington | DC | 20005 | None | PC | General operating | $3,000 | |||||
| Wellspring Health Access | ||||||||||||
| 712 H Street NE | Washington | DC | 20002 | None | PC | Chelsea's Fund | $5,000 | |||||
| USA for UNFPA | ||||||||||||
| 605 Third Avenue | New York | NY | 10158 | None | PC | General operating | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $889,881 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,053 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,725 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $685 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $259 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $60,722 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,722 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Payroll ContributionPayrollContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| V Wurtele Trust | ||||||||
| 1 | 100 South 5th St Suite 420 | Minneapolis | MN | 55402 | $550,000 | Yes (X) | Yes (X) | |
| Peter W Vaughan | ||||||||
| 2 | 1976 Sheridan Ave So | Minneapolis | MN | 55405 | $220,335 | Yes (X) | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 664 shares of Micrsoft Corportaion (MSFT) stock | NoncashPropertyDesc |
| Fair Market Value | $220,335 | FairMarketValueAmt |
| Received | 2023-07-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax prep software | CategoryTxt |
| Amt | $118 | Amt |
| Net Investment Income | $118 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MN Secretary of State | CategoryTxt |
| Legal Fees | $25 | LegalFeesAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Decrease in adjusted cost basis of VNQ | Desc |
| Amt | $1,312 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $685 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $685 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bank fees | CategoryTxt |
| Amt | $121 | Amt |
| Net Investment Income | $121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| V Wurtele Trust | |||
| 100 South 5th St Suite 420 | Minneapolis | MN | 55402 |
| Peter W Vaughan | |||
| 1976 Sheridan Ave So | Minneapolis | MN | 554052211 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal excise tax current year | $800 | $800 |
| Foreign taxes on investment | $1,292 | $1,292 |
Comments