FURP.ORG / PUBLIC DATA EXPLORER

HAWKINS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HAWKINS FAMILY FOUNDATION (EIN 41-1925282)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202431349349101298
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)
Return2024-05-13T13:03:22-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203294646PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOMBERG HANSON & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19800 SHELARD PARKWAY SUITE 208AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55441ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411925282EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HAWKINS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAWKBusinessNameControlTxt
Phone6516539583PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19800 SHELARD PARKWAY 208AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55441ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLANCHE HAWKINSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6516539583PhoneNum
Signature2024-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBLANCHEPersonFirstNm
Person LastHAWKINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES D BOMBERG CPAPreparerPersonNm
PTINP00003325PTIN
Phone7632770303PhoneNum
Preparation2024-05-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$3,859,364FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$169,740DividendsRevAndExpnssAmt
Dividends Net Invst Incm$169,740DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$249,614NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,525,111GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$249,614CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$419,354TotalRevAndExpnssAmt
Total Net Invst Incm$419,354TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$31,763OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$31,763OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,013TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,763TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$776,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$776,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$810,063TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,763TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$776,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$390,709ExcessRevenueOverExpensesAmt
Net Investment Income$387,591NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$132,311SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,896,518SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,896,518SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,747,935CorporateStockBOYAmt
Corporate Stock EOY$1,962,846CorporateStockEOYAmt
Corporate Stock EOYFMV$1,962,846CorporateStockEOYFMVAmt
Other Assets BOY$276OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,880,522TotalAssetsBOYAmt
Total Assets EOY$3,859,364TotalAssetsEOYAmt
Total Assets EOYFMV$3,859,364TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,880,522NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,859,364NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,880,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,859,364TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,880,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,859,364TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,880,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$390,709ExcessRevenueOverExpensesAmt
Other Increases$369,551OtherIncreasesAmt
Subtotal$3,859,364SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,859,364TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RBC INVESTMENTS (DETAIL AVAILABLE UPON REQUEST)P2021-01-012023-12-31$273,654$28,834$244,820$244,820
RBC INVESTMENTS (DETAIL AVAILABLE UPON REQUEST)P2023-01-012023-12-31$643,652$644,279-$627-$627
RBC INVESTMENTS (DETAIL AVAILABLE UPON REQUEST)P2021-01-012023-12-31$2,607,805$2,602,384$5,421$5,421
FieldValueIRS element (for citing)
Capital Gain Net Income$249,614CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,388InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,388SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,388TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,423EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,423TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,035OverpaymentAmt
Applied To ES Tax$3,035AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBLANCHE HAWKINSIndividualWithBooksNm
Phone6514297791PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11801 E COUNTY ROAD FAddressLine1Txt
CityWHITE BEAR LAKECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BLANCHE HAWKINS
126 DELLWOOD AVEDELLWOODMN55110DIRECTOR/CEO/SECRETARY0.00$0$0$0
THANE E HAWKINS II
126 DELLWOOD AVEDELLWOODMN55110DIRECTOR/CFO0.00$0$0$0
LISA A HAWKINS
126 DELLWOOD AVEDELLWOODMN55110DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ORGANIZED EXCLUSIVELY FOR EDUCATIONAL, CHARITABLE, LITERARY AND SCIENTIFIC PURPOSES AND TO MAKE DISTRIBUTIONS TO SECTION 501(C) ORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,420,558AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$667,501AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,088,059TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,088,059AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,321CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,026,738NetVlNoncharitableAssetsAmt
Minimum Investment Return$201,337MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$201,337MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,388TaxBasedOnInvestmentIncomeAmt
Total Tax$5,388TotalTaxAmt
Distributable Before Adj$195,949DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$195,949DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$195,949DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$776,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$776,050QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$195,949DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$359,913ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$52,763ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,415ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,192ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$485,283TotalExcessDistributionCyovAmt
Qualifying Distributions$776,050QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$195,949AppliedToCurrentYearAmt
Remaining Distri From Corpus$580,101RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,065,384TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$359,913ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$705,471ExcessDistriCyovToNextYrAmt
Excess From Year4$52,763ExcessFromYear4Amt
Excess From Year3$62,415ExcessFromYear3Amt
Excess From Year2$10,192ExcessFromYear2Amt
Excess From Current Year$580,101ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBLANCHE HAWKINSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1126 DELLWOOD AVEAddressLine1Txt
CityDELLWOODCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55110ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6512245721RecipientPhoneNum
Form And Info And MaterialsIN WRITING, STATING PURPOSE OF ORGANIZATION AND INTENDED USEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAPTAINS FOR CLEAN WATER
2031 JACKSON STFORT MEYERSFL33901NONEPUBLIC CHARITYGENERAL$2,500
CHILDREN CANCER RESEARCH FUND
1650 W 82ND ST SUITE 400MINNEAPOLISMN55431NONEPUBLIC CHARITYGENERAL$4,000
CONSERVANCY OF SOUTHWEST FLORIDA
1495 SMITH PRESERVE WAYNAPLESFL34102NONEPUBLIC CHARITYGENERAL$25,000
DELTA WATERFOWL
1412 BASIN AVEBISMARCKND58504NONEPUBLIC CHARITYGENERAL$5,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006NONEPUBLIC CHARITYGENERAL$1,000
DUBUQUE SYMPHONY
2728 ASBURY ROADDUBUQUEIA52001NONEPUBLIC CHARITYGENERAL$1,000
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120NONEPUBLIC CHARITYGENERAL$125,000
FRIENDS OF THE MISSISSIPPI
106 W WATER ST SUITE 600ST PAULMN55107NONEPUBLIC CHARITYGENERAL$5,000
GULFSHORE PLAYHOUSE
755 8TH AVE SNAPLESFL34102NONEPUBLIC CHARITYGENERAL$35,000
H2O FOR LIFE-R2R
1310 HIGHWAY 96 EAST 235WHITE BEAR LAKEMN55110NONEPUBLIC CHARITYGENERAL$500
HABITAT TWIN CITIES
1954 UNIVERSITY AVE WST PAULMN55104NONEPUBLIC CHARITYGENERAL$1,000
IMMOKALEE FAIR HOUSING ALLIANCE
15275 COLLIER BOULEVAARDNAPLESFL34119NONEPUBLIC CHARITYGENERAL$20,000
INNOVATION ACADEMY
6717 85TH AVE NBROOKLYN PARKMN55445NONEPUBLIC CHARITYGENERAL$10,000
LAND STEWARDSHIP PROJECT
821 EAST 35TH STREET SUITE 200MINNEAPOLISMN55407NONEPUBLIC CHARITYGENERAL$500
LOFT LIBRARY CENTER
1011 S WASHINGTON AVE 200MINNEAPOLISMN55415NONEPUBLIC CHARITYGENERAL$250
MMA (MATHEMATICAL ASSOCIATION OF AMERICA)
11 DUPONT CIRCLE NW SUITE 200WASHINGTONDC20036NONEPUBLIC CHARITYGENERAL$1,000
MPR
480 CEDAR STREETST PAULMN55101NONEPUBLIC CHARITYGENERAL$500
NAAA
1440 DUKE STALEXANDRIAVA22314NONEPUBLIC CHARITYGENERAL$20,000
NAPLES BOTANICAL GARDEN
4820 BAYSHORE DRNAPLESFL34112NONEPUBLIC CHARITYGENERAL$650
NAPLES WOMANS CLUB
570 PARK STNAPLESFL34102NONEPUBLIC CHARITYGENERAL$12,000
NATIONAL ATAXIA FOUNDATION
7701 GOLDEN VALLEY RDGOLDEN VALLEYMN55427NONEPUBLIC CHARITYGENERAL$500
ONE WORLD SURGERY
510 LAKE COOK RD 400DEERFIELDIL60015NONEPUBLIC CHARITYGENERAL$2,000
OPPPORTUNITY INTERNATIONAL
101 N WACKER DR 1150CHICAGOIL60606NONEPUBLIC CHARITYGENERAL$500
RAINFOREST ACTION NETWORK
425 BUSH STREET SUITE 300SAN FRANCISCOCA94108NONEPUBLIC CHARITYGENERAL$1,000
SUMMIT ACADEMY
935 OLSON MEM HWYGOLDEN VALLEYMN55405NONEPUBLIC CHARITYGENERAL$1,000
TWIN CITIES PUBLIC TELEVISION
172 4TH ST EST PAULMN55101NONEPUBLIC CHARITYGENERAL$500
VEDA
5018 NE 15TH AVEPORTLANDOR97211NONEPUBLIC CHARITYGENERAL$250
WOMENS FOUNDATION OF MN
105 5TH AVE S 300MINNEAPOLISMN55401NONEPUBLIC CHARITYGENERAL$500,000
WOMENS SHELTER
6418 BASS LAKE RDCRYSTALMN55428NONEPUBLIC CHARITYGENERAL$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$776,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$169,740ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$249,614ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$419,354ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$419,354TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$2,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBSStockNm
EOY Book Value$1,962,846EOYBookValueAmt
EOYFMV$1,962,846EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLESDesc
BOY Book Value$276BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$369,551Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$31,763Amt
Net Investment Income$31,763NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt