LENFESTEY FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LENFESTEY FAMILY FOUNDATION INC (EIN 39-1748548)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-21
- IRS object ID
- 202431429349100623
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-21T15:17:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 LOMBARDI AVENUE SUITE 200 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391748548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENFESTEY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PRIVATE PHILANTHROPY SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENF | BusinessNameControlTxt |
| Phone | 9204367800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 LOMBARDI AVENUE 200 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES LENFESTEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204367800 | PhoneNum |
| Signature | 2024-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | LENFESTEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE MULLOY | PreparerPersonNm |
| PTIN | P01241748 | PTIN |
| Phone | 9204367800 | PhoneNum |
| Preparation | 2024-05-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,752,568 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $825 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $825 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $621,834 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,944 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $144,250 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,250 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,724 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,362 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,362 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,121 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,121 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,115 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $344,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $344,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $368,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $351,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$223,961 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,773 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $734,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $459,515 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $459,515 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $100 | AcctRcvblAmt |
| Acct Rcvbl EOY | $100 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $100 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,855,543 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,906,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,292,953 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,590,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,366,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,752,568 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,590,108 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,366,147 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,590,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,366,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,590,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,366,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,590,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$223,961 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,366,147 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,366,147 | 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 | $621,834 | GrossSalesPriceAmt |
| Cost Or Other Basis | $530,890 | CostOrOtherBasisAmt |
| Gain Or Loss | $90,944 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $90,944 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,944 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,776 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,776 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,776 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,776 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,776 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $14 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JIM LENFESTEY | IndividualWithBooksNm |
| Phone | 6128251050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 W 48TH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES LENFESTEY | ||||||||
| 318 W 48TH STREET | MINNEAPOLIS | MN | 55419 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SUSAN LENFESTEY | ||||||||
| 318 W 48TH STREET | MINNEAPOLIS | MN | 55419 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DORA LENFESTEY | ||||||||
| 318 W 48TH STREET | MINNEAPOLIS | MN | 55419 | VP/SEC | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,137,595 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $642,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,780,519 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,780,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,738,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,776 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,776 | TotalTaxAmt |
| Distributable Before Adj | $135,165 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,165 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $351,483 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $351,483 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $48,866 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,866 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $351,483 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $216,318 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $265,184 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $265,184 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $48,866 | ExcessFromYear1Amt |
| Excess From Current Year | $216,318 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES LENFESTEY | ContributingManagerNm |
| Contributing Manager | SUSAN LENFESTEY | ContributingManagerNm |
| Contributing Manager | DORA LENFESTEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRIVATE PHILANTHROPY SERVICES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 W 48TH ST | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6128251050 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| ALIGHT | |||||||
| 1325 QUINCY ST NE A1 | MINNEAPOLIS | MN | 55413 | N/A | PC | UKRAINE RELIEF | $5,000 |
| AMERICAN SWEDISH INSTITUTE | |||||||
| 2600 PARK AVENUE | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATIONS | $500 |
| ANDERSON CENTER FOR INTERDISCIPLINARY STUDIES | |||||||
| PO BOX 406 | RED WING | MN | 55066 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| BLACK MESA TRUST | |||||||
| PO BOX 33 | KYKOTZMOVI VILLAGE | AZ | 86039 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| CENTER FOR PURPOSEFUL LEADERSHIP | |||||||
| 5115 EXCELSIOR BLVD 315 | MINNEAPOLIS | MN | 55416 | N/A | PC | GENERAL OPERATIONS | $500 |
| CITIZENS CLIMATE EDUCATION CORP | |||||||
| 1330 ORANGE AVE SUITE 309 | CORONADO | CA | 92118 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| CLIMATE GENERATION - A WILL STEGER LEGACY | |||||||
| 2801 21ST AVE S SUITE 110 | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| COFFEE HOUSE PRESS | |||||||
| 79 13TH AVE NE SUITE 110 | MINNEAPOLIS | MN | 55413 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| CONGREGATIONS CARING FOR CREATION DBA MINNESOTA INTERFAITH POWER AND LIGHT | |||||||
| 4407 E LAKE ST | MINNEAPOLIS | MN | 55406 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | N/A | PC | RELIEF WORK IN GAZA | $12,000 |
| ECONOMIC OPPORTUNITY INSTITUTE | |||||||
| 603 STEWART STREET SUITE 715 | SEATTLE | WA | 98101 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 98051 | WASHINGTON | DC | 200778051 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| ERNEST C OBERHOLTZER FOUNDATION | |||||||
| 12697 - NORTH 177TH STREET N | MARINE ON SAINT CROUX | MN | 55047 | N/A | POF | GENERAL OPERATIONS | $1,000 |
| ESPANOLA VALLEY HUMANE SOCIETY | |||||||
| 108 HAMM PARKWAY | ESPANOLA | NM | 87532 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| FLOW FOR LOVE OF WATER | |||||||
| 440 WEST FRONT ST SUITE 100 | TRAVERSE CITY | MI | 49684 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| FRESH ENERGY | |||||||
| 408 SAINT PETER STREET SUITE 350 | ST PAUL | MN | 55102 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| FRIENDS OF THE HENNEPIN COUNTY LIBRARIES | |||||||
| 300 NICOLLET MALL N-290 | MINNEAPOLIS | MN | 55401 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| FUND TEXAS CHOICE | |||||||
| 5900 BALCONES DRIVE STE 8257 | AUSTIN | TX | 78731 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| GRAYWOLF PRESS | |||||||
| 212 THIRD AVE N SUITE 485 | MINNEAPOLIS | MN | 55401 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| GREAT PLAINS INSTITUTE | |||||||
| 2801 21ST AVE S SUITE 220 | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| GUTHRIE THEATER FOUNDATION | |||||||
| 818 S SECOND ST | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| HILL & LAKE PRESS INC | |||||||
| PO BOX 50052 | MINNEAPOLIS | MN | 55405 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| JANET S MUNT FAMILY ROOM | |||||||
| 20 ALLEN ST | BURLINGTON | VT | 05401 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| KNKX RADIO | |||||||
| 930 BROADWAY | TACOMA | WA | 98402 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| LEAGUE OF WOMEN VOTERS OF SEATTLE KING COUNTY EDUCATION FUND | |||||||
| 1511 3RD AVE SUITE 900 | SEATTLE | WA | 98101 | N/A | PC | GENERAL OPERATIONS | $7,000 |
| LENSIC PERFORMING ARTS CENTER | |||||||
| 211 W SAN FRANCISCO ST | SANTA FE | NM | 87501 | N/A | PC | EDUCATION FUND | $3,000 |
| LITTLE TRAVERSE CONSERVANCY TRUST | |||||||
| 3264 POWELL ROAD | HARBOR SPRINGS | MI | 49740 | N/A | PC | GENERAL OPERATIONS | $500 |
| MACKINAC ARTS COUNCIL | |||||||
| PO BOX 1363 | MACKINAC ISLAND | MI | 49757 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| MACKINAC ISLAND COMMUNITY FOUNDATION | |||||||
| PO BOX 933 | MACKINAC ISLAND | MI | 49757 | N/A | PC | DORA WILLIAMS FUND | $8,000 |
| MICHILIMACKINAC HISTORICAL SOCIETY | |||||||
| 334 N STATE STREET | ST IGNACE | MI | 49781 | N/A | PC | GENERAL OPERATIONS | $500 |
| MIGIZI COMMUNICATIONS INC | |||||||
| 2610 E 32ND ST 200 | MINNEAPOLIS | MN | 55406 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| MINNESOTA CENTER FOR BOOK ARTS | |||||||
| 1011 WASHINGTON AVE S SUITE 100 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| MINNESOTA MUSEUM OF AMERICAN ART | |||||||
| 350 N ROBERT STREET | ST PAUL | MN | 55101 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | ST PAUL | MN | 55101 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MONARCH JOINT VENTURE | |||||||
| 2161 UNIVERSITY AVE W 200 | ST PAUL | MN | 55114 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| NATURE CONSERVANCY | |||||||
| 1101 WEST RIVER PKWY SUITE 200 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| NONVIOLENT PEACEFORCE | |||||||
| 2143 LOWRY AVE N SUITE A | MINNEAPOLIS | MN | 55411 | N/A | PC | VIOLENCE PREVENTION EFFORT IN N. MINNEAPOLIS | $2,000 |
| OIL AND WATER DON'T MIX (MICHIGAN ENVIRONMENTAL COUNCIL) | |||||||
| 602 W IONIA ST | LANSING | MI | 48933 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| OPEN BOOK | |||||||
| 1011 SOUTH WASHINGTON AVE | MINNEAPOLIS | MN | 55415 | N/A | PC | OPEN BOOK CAMPAIGN FOR THE FUTURE, FOR MTCE AND UPGRADE OF THE FACILITIES | $100,000 |
| PLYMOUTH CHRISTIAN YOUTH CENTERCAPRI THEATRE | |||||||
| 2210 OLIVER AVENUE N | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| PLYMOUTH CONGREGATIONAL CHURCH | |||||||
| 1900 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | N/A | PC | THE GREEN FUND | $1,000 |
| PLYMOUTH CONGREGATIONAL CHURCH | |||||||
| 1900 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| RAIN TAXI INC | |||||||
| PO BOX 3840 | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| RED DRAGONFLY PRESS | |||||||
| PO BOX 98051 | NORTHFIELD | MN | 55057 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| RESILIENT CITIES AND COMMUNITIES | |||||||
| 2801 21ST AVE S SUITE 100 | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| SPRINGBOARD FOR THE ARTS | |||||||
| 262 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55103 | N/A | PC | HOLY COW! PRESS | $1,500 |
| SUMMIT ACADEMY OIC | |||||||
| 935 OLSON MEMORIAL HWY | MINNEAPOLIS | MN | 55405 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| TEN THOUSAND THINGS THEATER COMPANY | |||||||
| 1430 CONCORDIA AVE 40216 | ST PAUL | MN | 55104 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| THE ADVOCATES FOR HUMAN RIGHTS | |||||||
| 330 2ND AVE SOUTH SUITE 800 | MINNEAPOLIS | MN | 55401 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| THE DARROW SCHOOL | |||||||
| 110 DARROW ROAD | NEW LEBANON | NY | 12125 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| THE LOFT LITERARY CENTER | |||||||
| 1011 WASHINGTON AVE S STE 200 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| THE WOMAN'S CLUB OF MINNEAPOLIS | |||||||
| 410 OAK GROVE STREET | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| TIWAHE FOUNDATION | |||||||
| 570 ASBURY STREET SUITE 104 | ST PAUL | MN | 55104 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| TREE TRUST | |||||||
| 1419 ENERGY PARK DRIVE | ST PAUL | MN | 55108 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| TWIN CITIES PUBLIC TELEVISION | |||||||
| 172 4TH ST E | ST PAUL | MN | 55101 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| UKRAINIAN AMERICAN COMMUNITY CENTER | |||||||
| 301 MAIN ST NE | MINNEAPOLIS | MN | 55413 | N/A | PC | UKRAINE HUMANITARIAN AND ARMED FORCES RELIEF | $5,000 |
| VALENCIA ELEMENTARY HOME AND SCHOOL CLUB | |||||||
| PO BOX 2277 | APTOS | CA | 95001 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| XERCES SOCIETY INC | |||||||
| PO BOX 97387 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| HILL & LAKE PRESS INC | |||||||
| PO BOX 50052 | MINNEAPOLIS | MN | 55045 | N/A | PC | IN HONOR OF NEW LEADERSHIP | $10,000 |
| LENSIC PERFORMING ARTS CENTER | |||||||
| 211 W SAN FRANCISCO ST | SANTA FE | NM | 87501 | N/A | PC | GREENING/WASTE REDUCTION FUND | $3,000 |
| THE WOMAN'S CLUB OF MINNEAPOLIS | |||||||
| 410 OAK GROVE STREET | MINNEAPOLIS | MN | 55403 | N/A | PC | IN HONOR OF KEVIN WINGE AND JENNIFER VAN WYK | $5,000 |
| UKRAINIAN AMERICAN COMMUNITY CENTER | |||||||
| 301 MAIN ST NE | MINNEAPOLIS | MN | 55413 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 485 | ETNA | NH | 03750 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| EDEN REFORESTATION PROJECTS | |||||||
| 303 W FOOTHILL BLVD UNIT 13 | GLENDORA | CA | 91741 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| FORESTS FOR MONARCHS | |||||||
| PO BOX 597 | DEDHAM | MA | 02027 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| JUNGLE THEATER | |||||||
| 2951 LYNDALE AVE S | MINNEAPOLIS | MN | 55408 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MINNESOTA PRISON WRITING WORKSHOP | |||||||
| PO BOX 7262 | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MINNPOST | |||||||
| PO BOX 18438 | MINNEAPOLIS | MN | 55418 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MIXED BLOOD THEATER | |||||||
| 1501 S 4TH STREET | MINNEAPOLIS | MN | 55454 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| PROJECT SUCCESS | |||||||
| 1 GROVELAND TERRACE SUITE 300 | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| SANDY HOOK PROMISE | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| SANIBEL CAPTIVA CONSERVATION FOUNDATION | |||||||
| PO BOX 839 | SANIBEL | FL | 33957 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| TEWA WOMEN UNITED | |||||||
| PO BOX 397 | SANTA CRUZ | NM | 87567 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| THE AMERICAN CHESTNUT FOUNDATION | |||||||
| 50 N MERRIMOM AVE STE 115 | ASHEVILLE | NC | 28804 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE GOOD ACRE | |||||||
| 1790 LARPENTEUR AVE W | ST PAUL | MN | 55113 | N/A | PC | GENERAL OPERATIONS | $500 |
| TREES FOR THE FUTURE INC | |||||||
| PO BOX 7027 | SILVER SPRING | MD | 20907 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| UNIVERSITY OF MN FOUNDATION | |||||||
| PO BOX 860266 | MINNEAPOLIS | MN | 554860266 | N/A | PC | BEE LAB | $1,000 |
| UNIVERSITY OF MN FOUNDATION | |||||||
| PO BOX 860266 | MINNEAPOLIS | MN | 554860266 | N/A | PC | SHELLY JOSEPH KORDELL MEMORIAL SCHOLARSHIP FOR UNDERGRADS, IN HONOR OF MY BELOVED FRIEND GERI JOSEPH | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $344,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $825 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,481 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $90,944 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $144,250 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,250 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,724 | Amt |
| Net Investment Income | $1,362 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,362 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST | $270,148 | $424,263 |
| ISHARES TRUST CORE S&P MCP ETF | $250,940 | $300,985 |
| ISHARES TRUST RUSSELL 2000 ETF | $286,063 | $309,294 |
| SELECT SECTOR SPDR TRUST SBI INT-INDS EFT | $73,972 | $86,175 |
| VANGUARD ESG INTL STK ETF | $333,425 | $350,641 |
| VANGUARD ESG US STK ETF | $691,984 | $821,595 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES-AMERITRADE | $11,229 | $11,229 | $0 |
| AGENCY FEES - SCHWAB | $3,816 | $3,816 | $0 |
| BANK FEES | $70 | $70 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRIVATE PHILANTHROPY SERVICE | CategoryTxt |
| Amt | $6,121 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,121 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $251 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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