MORSMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MORSMAN FAMILY FOUNDATION (EIN 41-2008689)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-27
- IRS object ID
- 202540869349100879
- Schema version
- 2024v5.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-27T17:36:25-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412008689 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Morsman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORS | BusinessNameControlTxt |
| Phone | 7634427997 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3305 Hazelwood West | AddressLine1Txt |
| City | Minnetonka | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amy Morsman | PersonNm |
| Person Title | President/Treasurer | PersonTitleTxt |
| Phone | 7634427997 | PhoneNum |
| Signature | 2025-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2025-03-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $825,259 | 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 |
| Dividends Rev And Expnss | $16,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $150,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $312,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $150,805 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $167,047 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,961 | 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 | $2,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,289 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,289 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,027 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,591 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $121,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,672 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,589 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,914 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,914 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $294,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $380,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $720,344 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $66,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $103,143 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $103,001 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $364,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $485,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $825,259 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $364,531 | CapitalStockBOYAmt |
| Capital Stock EOY | $485,987 | 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 | $364,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $485,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $364,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $485,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $364,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $121,456 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $485,987 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $485,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $312,097 | $161,342 | $150,755 | $150,755 |
| Capital Gains Dividends | P | $50 | $50 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $150,805 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1,367 | 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 | MN | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amy Morsman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7634427997 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3305 Hazelwood West | AddressLine1Txt |
| City | Minnetonka | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55391 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Amy S Morsman | ||||||||
| 3305 Hazelwood West | Minnetonka | MN | 55391 | President/Treasurer | 0.25 | $0 | $0 | $0 |
| Jeffrey H Morsman | ||||||||
| 3305 Hazelwood West | Minnetonka | MN | 55391 | VP/Secretary/Asst. Treasurer | 0.25 | $0 | $0 | $0 |
| Edgar M Morsman Jr | ||||||||
| 3305 Hazelwood West | Minnetonka | MN | 55391 | Director | 0.25 | $0 | $0 | $0 |
| Elizabeth H Morsman | ||||||||
| 3305 Hazelwood West | Minnetonka | MN | 55391 | Director | 0.25 | $0 | $0 | $0 |
| James C Morsman | ||||||||
| 3305 Hazelwood West | Minnetonka | MN | 55391 | Director | 0.25 | $0 | $0 | $0 |
| Angela Peyton Morsman | ||||||||
| 3305 Hazelwood West | Minnetonka | MN | 55391 | Director | 0.25 | $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 | $802,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $810,301 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $810,301 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $798,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,206 | TotalTaxAmt |
| Distributable Before Adj | $37,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,701 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,275 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,868 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,868 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $35,294 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Edgar M Morsman Jr | ContributingManagerNm |
| Contributing Manager | Elizabeth H Morsman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Brooke USA | ||||||||
| 2333 Alexandria Drive | Lexington | KY | 40504 | None | PC | Helps to keep working animals healthy in the poorest countries. | $1,300 | |
| Chatfield Music Lending Library | ||||||||
| 81 Library Lane SW | Chatfield | MN | 55923 | None | PC | Lends old time band music to players. | $1,000 | |
| Climate Generation | ||||||||
| 2801 21st Ave S Suite 110 | Minneapolis | MN | 55407 | None | PC | Advocates Climate literacy, education, and citizen engagement. | $1,300 | |
| Clothes to Kids Denver | ||||||||
| PO Box 100874 | Denver | CO | 80250 | None | PC | Provides clothing to students in need. | $1,140 | |
| Conservation Colorado | ||||||||
| 303 East 17th Avenenue Suite 400 | Denver | CO | 80203 | None | PC | Grass roots voice for conservation in Colorado. | $1,140 | |
| Food Bank of the Rockies | ||||||||
| 10700 E 45th Avenue | Denver | CO | 80239 | None | PC | Nourish people facing food insecurity. | $1,000 | |
| Freedom Service Dogs | ||||||||
| 2000 West Union Drive | Englewood | CO | 801105567 | None | PC | Trains service dogs to assist people. | $1,700 | |
| Humane Society of the South Platte Valley | ||||||||
| 2129 W Chenango Ave Unit A | Littleton | CO | 80120 | None | PC | Animal shelter. | $1,140 | |
| Integrated Family Community Services | ||||||||
| 3370 S Irving Street | Englewood | CO | 80110 | None | PC | Helps families achieve self-sufficiency through food and clothing | $1,140 | |
| Loaves and Fishes | ||||||||
| 721 Kasota Avenue SE | Minneapolis | MN | 55414 | None | PC | Serves hot meals to those in need. | $1,300 | |
| Minnesota Land Trust | ||||||||
| 2356 University Avenue West Suite | StPaul | MN | 551149924 | None | PC | Promotes conservation easements to protect land in MN. | $1,300 | 240 |
| Minnesota Landscape Arboretum | ||||||||
| 3675 Arboretum Dr | Chaska | MN | 55318 | None | PC | Trees, flowers, landscaping, and education. | $6,400 | |
| One Village Partners | ||||||||
| 715 Florida Ave S | Minneapolis | MN | 55426 | None | PC | Foster community lead transformation in rural Sierra Leone. | $1,300 | |
| Open Door Youth Gang Alternatives | ||||||||
| 1615 California Suite 712 | Denver | CO | 80202 | None | PC | Works at giving kids an alternatives to gang membership. | $2,000 | |
| People Serving People | ||||||||
| 614 Third Street South | Minneapolis | MN | 554151104 | None | PC | Homeless jobs and shelter program. | $1,300 | |
| Raptor Education Group Inc | ||||||||
| PO Box 481 | Antigo | WI | 54409 | None | PC | Heals injured birds and provides education. | $1,000 | |
| Rocky Mountain Micro Finance Institute | ||||||||
| 1209 W 10th Ave | Denver | CO | 80204 | None | PC | Supporting entrepreneurs of all backgrounds. | $1,000 | |
| Showers For All | ||||||||
| PO Box 460232 | Denver | CO | 80246 | None | PC | Provides mobile showers and laundry to the homeless. | $1,140 | |
| The Brinton Museum | ||||||||
| PO Box 460 | Big Horn | WY | 82833 | None | PC | Art and historical museum. | $2,000 | |
| The Trevor Project | ||||||||
| PO Box 90069 West | Hollywood | CA | 90069 | None | PC | Suicide prevention and crisis intervention. | $1,000 | |
| Wildlife Rehabilitation Center of Minnesota | ||||||||
| 2530 Dale Street N | Roseville | MN | 55113 | None | PC | Wildlife rehabilitation center. | $1,300 | |
| Wyoming Wilderness Association | ||||||||
| PO Box 6588 | Sheridan | WY | 82801 | None | PC | Wyoming wilderness preservation, particularly Rock Creek. | $1,000 | |
| Youth Advantage | ||||||||
| PO 11 | Stillwater | MN | 55082 | None | PC | Children's involvement in extracurricular activities. | $1,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,220 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $150,805 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $167,047 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,047 | 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 | Tax Preparation Fees | CategoryTxt |
| Amt | $2,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbott Laboratories | $3,295 | $11,085 |
| Accenture Plc Ireland | $20,983 | $31,661 |
| Aflac Inc | $2,223 | $8,689 |
| Air Products & Chemicals Inc | $1,115 | $4,641 |
| American Water Works Co Inc. | $2,450 | $3,859 |
| Amgen Inc | $5,602 | $8,080 |
| Analog Devices Inc | $20,640 | $35,481 |
| Apple Inc | $22,774 | $49,834 |
| Atmos Energy Corp | $2,333 | $2,925 |
| Automatic Data | $503 | $3,805 |
| Becton Dickinson & Co | $2,342 | $6,806 |
| Blackrock Inc | $5,246 | $14,352 |
| Broadcom Inc | $14,491 | $27,125 |
| BroadRidge Financial | $1,789 | $8,139 |
| Brown and Brown Inc Com | $1,410 | $15,405 |
| Brown-Forman Corp CL B | $990 | $2,393 |
| Cencora Inc. (was Amerisourcebergen Corp) | $4,616 | $10,560 |
| Chubb Ltd | $6,980 | $15,197 |
| Church & Dwight Inc | $1,591 | $2,722 |
| Cintas Corp | $3,693 | $7,308 |
| Cisco Systems Inc | $18,648 | $26,285 |
| CMS Energy Corp | $2,113 | $2,999 |
| Colgate-Palmolive CO | $1,819 | $3,909 |
| Comcast Corp New Cl A | $9,075 | $9,420 |
| Commerce Bancshares Inc | $1,834 | $5,483 |
| Costco WHSL Corp New | $1,026 | $7,330 |
| Ecolab Inc | $1,040 | $5,389 |
| Emerson Electric Co | $2,770 | $5,701 |
| Factset Research Systems Inc | $1,872 | $12,007 |
| Federal Rlty Invt TR SBI | $8,006 | $6,269 |
| Genl Dynamics Corp | $1,498 | $5,270 |
| Grainger W W Inc | $736 | $7,378 |
| Home Depot Inc | $8,169 | $11,670 |
| Honeywell International Inc | $2,813 | $4,292 |
| Illinois Tool Works Inc | $912 | $4,818 |
| Intercontinental Exch | $7,935 | $12,517 |
| Jack Henry & Assoc Inc | $822 | $5,785 |
| Johnson & Johnson | $3,774 | $10,557 |
| L3Harris Technologies Inc | $2,264 | $9,673 |
| Linde Plc | $2,125 | $5,443 |
| Lockheed Martin Corp | $2,884 | $3,888 |
| Lowes Companies Inc | $7,041 | $16,289 |
| MC Cormick & Co Inc | $636 | $2,516 |
| McDonalds Corp | $8,632 | $16,524 |
| Medtronic Plc | $5,686 | $5,991 |
| Microsoft Corp | $23,665 | $41,729 |
| Modelez Intl Inc | $2,222 | $3,046 |
| New Jersey Res Corp | $2,682 | $3,685 |
| Nextera Energy Inc | $775 | $4,588 |
| Nike Inc Class B | $7,479 | $8,475 |
| P P G Industries Inc | $2,252 | $2,628 |
| Parker-Hannifin Corp | $13,351 | $15,901 |
| Paychex Inc | $1,250 | $5,609 |
| Pepsico Incorporated | $1,163 | $3,649 |
| Phillips 66 | $14,191 | $15,153 |
| Procter & Gamble Co | $2,093 | $5,197 |
| Prologis Inc | $4,405 | $3,065 |
| Realty Income Corp | $1,685 | $4,006 |
| S&P Global Inc | $4,380 | $11,953 |
| Sherwin Williams Co | $1,641 | $3,739 |
| Starbucks Corp | $4,873 | $6,388 |
| Stryker Corp | $2,177 | $14,402 |
| T Rowe Price Group Inc | $4,474 | $7,125 |
| Target Corp | $4,492 | $2,568 |
| Texas Instruments Inc | $16,577 | $22,501 |
| Tractor Supply Co | $6,945 | $8,224 |
| Union Pacific Corp | $1,626 | $2,965 |
| UnitedHealth Group | $2,655 | $8,094 |
| Visa | $13,536 | $15,486 |
| Walmart Inc | $2,019 | $10,029 |
| WEC Energy Group Inc | $755 | $2,068 |
| Xylem Inc | $2,106 | $3,596 |
| Zoetis Inc | $6,265 | $7,005 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Ally Bank CD | AT COST | $29,910 | $29,811 |
| Ally Bank CD | AT COST | $29,940 | $29,887 |
| Federation Hermes Treasury Obligations Fund | AT COST | $13,300 | $13,300 |
| Zions Bancorp NA CD | AT COST | $29,993 | $30,003 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MN Annual Filing Fee | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wells Fargo Agency Fees | CategoryTxt |
| Amt | $8,289 | Amt |
| Net Investment Income | $8,289 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes | CategoryTxt |
| Amt | $1,027 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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