JOHN AND MARGIE WIEHOFF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND MARGIE WIEHOFF FOUNDATION (EIN 20-5412977)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-31
- IRS object ID
- 202411529349100906
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-31T11:56:29-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410223337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSEY & WHITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 S 6TH ST STE 1500 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 205412977 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND MARGIE WIEHOFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6123438278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CLAIRE TOPP 50 S 6TH ST 1500 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554021498 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN P WIEHOFF | PersonNm |
| Person Title | SECRETARY, TREASURER | PersonTitleTxt |
| Phone | 6123438278 | PhoneNum |
| Signature | 2024-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | WIEHOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY NEWMAN | PreparerPersonNm |
| PTIN | P00292168 | PTIN |
| Phone | 6123402600 | PhoneNum |
| Preparation | 2024-05-28 | 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 | $20,033,036 | 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 | $378,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $378,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $424,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,857,046 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $424,669 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $802,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $802,701 | 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 |
| Other Prof Fees Rev And Expnss | $124,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,912 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,868 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,478 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,478 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $431 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $431 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $845,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $845,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $974,689 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $919,868 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$171,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $747,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,086,917 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $923,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $923,967 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,415,095 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,670,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,645,927 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,986,939 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,720,865 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,463,142 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,488,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,315,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,033,036 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,488,951 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,315,295 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,488,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,315,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,488,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,315,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,488,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$171,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,316,963 | SubtotalAmt |
| Other Decreases | $1,668 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,315,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,857,042 | $1,432,377 | $424,665 | $424,665 | |
| CAPITAL GAINS DIVIDENDS | $4 | $4 | $4 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $424,669 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,905 | 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 | $18,905 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,509 | OverpaymentAmt |
| Applied To ES Tax | $8,509 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | DORSEY WHITNEY TRUST COMPANY LLC | IndividualWithBooksNm |
| Phone | 6053366832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST EIGTH STREET SUITE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57103 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET G WIEHOFF | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| JOHN P WIEHOFF | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | SECRETARY, TREASURER | 0.25 | $0 | $0 | $0 |
| THERESA J WARMING | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MICHELLE A WANG | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| RACHEL M MORIN | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | 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 | $17,432,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,238,712 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,671,354 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,671,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $280,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,391,284 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $919,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $919,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,396 | TotalTaxAmt |
| Distributable Before Adj | $909,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $909,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $909,168 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $919,868 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $919,868 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $909,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $843,200 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $919,868 | QualifyingDistributionsAmt |
| Applied To Year1 | $843,200 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,668 | 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 | $832,500 | 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 | MARGARET G WIEHOFF | ContributingManagerNm |
| Contributing Manager | JOHN P WIEHOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL HAVEN | ||||||||
| 200 CENTRE STREET | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $5,000 | |
| BOUTIFUL BASKET | ||||||||
| 300 CHURCH ST E | COLOGNE | MN | 55322 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUNDS | $5,000 | |
| BRIDGING | ||||||||
| 201 WEST 87TH STREET | BLOOMINGTON | MN | 55420 | N/A | PUBLIC CHARITY | 2023 GALA GIFT | $10,000 | |
| CATHOLIC CHARITIES OF ST PAUL AND MINNEAPOLIS | ||||||||
| 1200 2ND AVE S | MINNEAPOLIS | MN | 55403 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $50,000 | |
| COURAGE KENNY FOUNDATION | ||||||||
| 3915 GOLDEN VALLEY RD | MINNEAPOLIS | MN | 55422 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $25,000 | |
| CRESCENT COVE | ||||||||
| 4201 BASS LAKE RD | BROOKLYN CENTER | MN | 55429 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 | |
| EVERY MEAL | ||||||||
| 2723 PATTON RD | ROSEVILLE | MN | 55113 | N/A | PUBLIC CHARITY | SOUTHWEST METRO SUBURBAN AREA SCHOOLS | $35,000 | |
| FIRST PRESBYTERIAN CHURCH OF BROOKLYN | ||||||||
| 124 HENRY STREET | BROOKLYN | NY | 11201 | N/A | PUBLIC CHARITY | FIRST CHURCH BROOKLYN FOOD PANTRY | $10,000 | |
| GRACE CHURCH | ||||||||
| 254 HICKS ST | BROOKLYN | NY | 112014028 | N/A | PUBLIC CHARITY | HONOR OF GRACE WANG'S BAPTISM | $10,000 | |
| HOLY FAMILY CATHOLIC HIGH SCHOOL | ||||||||
| 8101 KOCHIA LANE | VICTORIA | MN | 55386 | N/A | PUBLIC CHARITY | GENERAL OPERATING | $10,000 | |
| JEREMIAH PROGRAM | ||||||||
| 1510 LAUREL AVENUE SUITE 100 | MINNEAPOLIS | MN | 55403 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $25,000 | |
| MAKE-A-WISH FOUNDATION OF MINNESOTA | ||||||||
| 1919 UNIVERSITY AVENUE W SUITE 415 | ST PAUL | MN | 55104 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $20,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PUBLIC CHARITY | MELANOMA RESEARCH | $50,000 | |
| MCDOWELL SONORAN CONSERVANCY | ||||||||
| 8175 E EVANS ROAD 12817 | SCOTTSDALE | AZ | 85260 | N/A | PUBLIC CHARITY | HIKING TRAIL MAINTENANCE AND IMPROVEMENT | $20,000 | |
| MEALS ON WHEELS - SOUTH SHORE | ||||||||
| 301 COUNTRY ROAD 19 | EXCELSIOR | MN | 55331 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $15,000 | |
| METAVIVOR | ||||||||
| 1783 FOREST DR 184 | ANNAPOLIS | MD | 21401 | N/A | PUBLIC CHARITY | HONOR OF JACQUELYN VRANICAR | $10,000 | |
| OPEN HANDS FOUNDATION | ||||||||
| 3121 WESTWOOD DRIVE | EXCELSIOR | MN | 55331 | N/A | PUBLIC CHARITY | HOPE HOUSE EXCELSIOR, MN | $10,000 | |
| PRODEO ACADEMY | ||||||||
| 4141 UNIVERSITY AVENUE NE | COLUMBIA HEIGHTS | MN | 55421 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 | |
| PROJECT FOR PRIDE IN LIVING INC | ||||||||
| 1035 E FRANKLIN AVENUE ATTNTERRESA | MINNEAPOLIS | MN | 55404 | N/A | PUBLIC CHARITY | FUNDING FOR MISSION | $25,000 | HATFIELD |
| RIDGEVIEW FOUNDATION | ||||||||
| 500 S MAPLE ST | WACONIA | MN | 55387 | N/A | PUBLIC CHARITY | INFANT VENTILATOR, NICU ISOLETTE BED, TRANSPORT ISOLETTE, PHOTOTHERAPY LIGHT AND NURSE TRAINING | $100,000 | |
| SECOND HARVEST HEARTLAND | ||||||||
| 1140 GERVAIS AVENUE | ST PAUL | MN | 55109 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $25,000 | |
| ST HUBERT'S CATHOLIC COMMUNITY | ||||||||
| 8201 MAIN STREET | CHANHASSEN | MN | 55317 | N/A | PUBLIC CHARITY | ST. HUBERT'S CATHOLIC SCHOOL - CLASSROOM CAPITAL IMPROVEMENTS | $90,000 | |
| ST HUBERT'S CATHOLIC COMMUNITY | ||||||||
| 8201 MAIN STREET | CHANHASSEN | MN | 55317 | N/A | PUBLIC CHARITY | DEBT RELIEF OR OPERATION FUNDS | $20,000 | |
| ST HUBERT'S CATHOLIC COMMUNITY | ||||||||
| 8201 MAIN STREET | CHANHASSEN | MN | 55317 | N/A | PUBLIC CHARITY | ANNUAL 2024 SCHOOL GALA SPONSORS | $10,000 | |
| ST JOHN'S UNIVERSITY | ||||||||
| PO BOX 7222 | COLLEGEVILLE | MN | 56321 | N/A | PUBLIC CHARITY | FUNDING FOR THE JOHN AND MARGIE WIEHOFF ENDOWED SCHOLARSHIP FUND | $50,000 | |
| ST VICTORIA PARISH FAMILY | ||||||||
| 8228 VICTORIA DRIVE | VICTORIA | MN | 55386 | N/A | PUBLIC CHARITY | PAY DOWN THE MORTGAGE CAMPAIGN | $15,000 | |
| THE ALS ASSOCIATION MN CHAPTER | ||||||||
| 1919 UNIVERSITY AVENUE W SUITE 175 | ST PAUL | MN | 55104 | N/A | PUBLIC CHARITY | FUNDING FOR RESPITE CARE PROGRAM | $30,000 | |
| THE ALS ASSOCIATION MN CHAPTER | ||||||||
| 1919 UNIVERSITY AVENUE W SUITE 175 | ST PAUL | MN | 55104 | N/A | PUBLIC CHARITY | CREATIVE PURSUITS ARTS PROGRAM | $10,000 | |
| THE ALS ASSOCIATION MN CHAPTER | ||||||||
| 1919 UNIVERSITY AVENUE W SUITE 175 | ST PAUL | MN | 55104 | N/A | PUBLIC CHARITY | FUNDING FOR GALA RESEARCH | $10,000 | |
| THE ALS ASSOCIATION MN CHAPTER | ||||||||
| 1919 UNIVERSITY AVENUE W SUITE 175 | ST PAUL | MN | 55104 | N/A | PUBLIC CHARITY | FUNDING FOR GAE'S GRACIOUS GROUP - TWIN CITIES WALK | $10,000 | |
| THE COLLEGE OF ST BENEDICT | ||||||||
| 37 SOUTH COLLEGE AVENUE | ST JOSEPH | MN | 56374 | N/A | PUBLIC CHARITY | CSB BASKETBALL ENDOWMENT | $10,000 | |
| THE COLLEGE OF ST BENEDICT | ||||||||
| 37 SOUTH COLLEGE AVENUE | ST JOSEPH | MN | 56374 | N/A | PUBLIC CHARITY | MARGARET & JOHN WIEHOFF SCHOLARSHIP ENDOWMENT | $50,000 | |
| THE COLLEGE OF ST BENEDICT | ||||||||
| 37 SOUTH COLLEGE AVENUE | ST JOSEPH | MN | 56374 | N/A | PUBLIC CHARITY | ANNUAL FUND | $10,000 | |
| THE LIFT GARAGE | ||||||||
| 2401 E LAKE STREET | MINNEAPOLIS | MN | 55406 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $15,000 | |
| WESTONKA FOOD SHELF | ||||||||
| 2385 COMMERCE BLVD | MOUND | MN | 55364 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 | |
| YOUTH FRONTIERS INC | ||||||||
| 5215 EDINA INDUSTRIAL BLVD 400 | MINNEAPOLIS | MN | 55439 | N/A | PUBLIC CHARITY | RETREATS FOR THE MOUND WESTONKA MIDDLE SCHOOL, VICTORIA ELEMENTARY SCHOOL AND OTHER SCHOOLS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $845,000 | 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 | $378,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $424,669 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $802,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $802,701 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (28 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFFIL MANAGERS | $99,162 | $96,970 |
| BANK OF AMER CRP MTN | $100,089 | $99,611 |
| BIOGEN INC | $102,961 | $85,303 |
| BOOKING HOLDINGS INC | $152,991 | $144,882 |
| BROADRIDGE FINANCIAL SOLUTIONS INC | $154,032 | $128,438 |
| CHARLES SCHWAB CORP | $153,388 | $133,557 |
| CITIGROUP INC | $150,526 | $146,480 |
| CNA FINANCIAL CORP | $99,963 | $83,313 |
| COMCAST CORP | $100,083 | $97,076 |
| EBAY INC | $148,828 | $145,001 |
| ELEVANCE HEALTH INC | $149,259 | $137,686 |
| FIFTH THIRD BANCORP | $150,113 | $149,753 |
| GATX CORP | $101,573 | $94,220 |
| GOLDMAN SACHS GROUP | $150,239 | $146,599 |
| HUNTINGTON BANCSHARES INC | $155,629 | $128,301 |
| INTEL CORP | $150,595 | $144,161 |
| JPMORGAN CHASE & CO | $100,048 | $97,910 |
| KEURIG DR PEPPER INC | $100,273 | $96,311 |
| LOWE'S COS INC | $151,292 | $147,920 |
| MORGAN STANLEY MTN | $150,335 | $148,052 |
| NATL RURAL UTIL MTN | $150,000 | $145,425 |
| NEXTERA ENERGY CAPITAL HOLDINGS INC | $143,389 | $150,740 |
| PPG INDUSTRIES | $100,780 | $90,531 |
| RALPH LAUREN CORP | $151,854 | $136,344 |
| SYSCO CORP | $100,177 | $95,675 |
| UNITED HEALTH GROUP INC | $146,640 | $130,210 |
| VERIZON COMM INC | $154,152 | $129,525 |
| WALT DISNEY CO | $152,494 | $133,148 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $66,967 | $187,119 |
| ALLIANT ENERGY CORP | $390,039 | $382,698 |
| ALPHABET INC CL C | $344,543 | $969,598 |
| AMAZON.COM INC | $923,583 | $889,609 |
| BIO-TECHNE CORP | $93,304 | $345,677 |
| CHARLES SCHWAB CORP | $101,352 | $167,184 |
| ECOLAB INC COM | $163,047 | $475,048 |
| ELI LILLY & CO | $33,422 | $253,570 |
| ENTEGRIS INC | $199,946 | $196,505 |
| FASTENAL CO | $73,033 | $367,570 |
| FISERV INC | $43,585 | $385,236 |
| FULLER H B CO | $130,099 | $264,175 |
| GENERAC HOLDINGS INC | $75,815 | $47,173 |
| GRACO INC | $187,487 | $649,832 |
| HONEYWELL INTERNATIONAL INC | $20,347 | $135,892 |
| HORMEL FOODS CORP | $290,947 | $294,288 |
| JOHNSON & JOHNSON | $119,132 | $290,753 |
| JPMORGAN CHASE & CO | $408,413 | $529,011 |
| LITTELFUSE INC | $278,011 | $363,882 |
| MEDTRONIC PLC | $382,975 | $393,776 |
| MICROSOFT CORP | $628,018 | $1,616,972 |
| MOTOROLA SOLUTIONS INC | $160,531 | $338,137 |
| NVENT ELECTRIC PLC | $105,838 | $371,085 |
| NVIDIA CORP | $94,387 | $740,354 |
| POLARIS INC | $73,976 | $67,287 |
| PRINCIPAL FINANCIAL GROUP | $63,552 | $111,318 |
| QUALCOMM INC | $192,230 | $354,343 |
| ROCHE HLDG LTD SPONS ADR | $341,633 | $362,300 |
| ROCKWELL AUTOMATION INC | $250,564 | $276,327 |
| SALES FORCE.COM INC | $267,732 | $311,821 |
| SHERWIN-WILLIAMS CO | $222,453 | $305,974 |
| SYSCO CORP | $227,383 | $224,509 |
| TARGET CORP | $25,110 | $71,210 |
| TENNANT CO | $203,488 | $268,801 |
| TORO CO | $275,874 | $488,589 |
| UNITEDHEALTH GROUP INC COM | $263,925 | $784,440 |
| US BANCORP | $405,534 | $524,987 |
| VERIZON COMM INC | $226,837 | $243,919 |
| VISA INC | $107,655 | $200,470 |
| WELLS FARGO & CO | $121,148 | $241,178 |
| WORKIVA | $86,548 | $153,310 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR BASIS ADJUSTMENTS ON CORPORATE BONDS | Desc |
| Amt | $1,668 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $431 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $431 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DORSEY & WHITNEY TRUST COMPANY LLC | CategoryTxt |
| Amt | $124,780 | Amt |
| Net Investment Income | $49,912 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $74,868 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $4,478 | Amt |
| Net Investment Income | $4,478 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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