CARR FAM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CARR FAM FOUNDATION (EIN 32-6182936)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-10
- IRS object ID
- 202421929349101002
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-10T15:01:43-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410978542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN & BROBST PLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 8TH AVE | AddressLine1Txt |
| City | GRANITE FALLS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56241 | 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 | 326182936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARR | BusinessNameControlTxt |
| Phone | 5075322291 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1215 | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES CARR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5075322291 | PhoneNum |
| Signature | 2024-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | CARR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY EVENSTAD CPA | PreparerPersonNm |
| PTIN | P00121807 | PTIN |
| Phone | 3205644070 | PhoneNum |
| Preparation | 2024-06-27 | PreparationDt |
| 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 | $8,327,251 | 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 | $338 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $338 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,784 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,784 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $292,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $308,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,231 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $378,277 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,353 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $785 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $110 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,307 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $54 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $307,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,883 | CashBOYAmt |
| Cash EOY | $12,482 | CashEOYAmt |
| Cash EOYFMV | $12,482 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,775,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,820,386 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,041,717 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $908,077 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $987,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,273,052 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,751,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,820,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,327,251 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,751,814 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,820,810 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,751,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,820,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,751,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,820,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,751,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,996 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,820,810 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,820,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,231 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,154 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,154 | SubtotalAmt |
| Tax Based On Investment Income | $2,154 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $161 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY BARTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5075322291 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HIGHWAY 59 NORTH | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 CARR | ||||||||
| PO BOX 1215 | MARSHALL | MN | 56258 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| PHYLLIS V CARR | ||||||||
| PO BOX 409 | MARSHALL | MN | 56258 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,101,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,939 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,170,731 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,170,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,063,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $353,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $353,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,154 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,154 | TotalTaxAmt |
| Distributable Before Adj | $351,005 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $351,005 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $351,005 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $307,025 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $307,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $351,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,617 | UndistributedIncomePYAmt |
| Qualifying Distributions | $307,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,617 | AppliedToYear1Amt |
| Applied To Current Year | $302,408 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $48,597 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACE MARSHALL DEMENTIA AWARENESS | ||||||||
| 2977 STATE HWY 68 | MARSHALL | MN | 56258 | NONE | 501-C3 | CHARITABLE ACTIVITIES | $2,000 | |
| BOY SCOUTS OF AMERICA SIOUX COUNCIL | ||||||||
| 800 NW AVE | SIOUX FALLS | SD | 57104 | NONE | 501-C3 | GENERAL OPERATIONS | $250 | |
| COATS FOR KIDS | ||||||||
| 1400 S SARATOGA STREET | MARSHALL | MN | 56258 | NONE | 501 C-3 | DISTRIBUTE COATS TO NEEDY | $3,000 | |
| HEART TO HEART | ||||||||
| PO BOX 709 | MARSHALL | MN | 56258 | NONE | 501-C 3 | CHARITABLE ACTIVITIES | $3,000 | |
| HOLY REDEEMER SCHOOL | ||||||||
| 503 W LYON STREET | MARSHALL | MN | 56258 | NONE | 501-C(3) | GENERAL OPERATIONS | $10,200 | |
| HOPE HARBOR | ||||||||
| PO BOX 26 | MARSHALL | MN | 56258 | NONE | 501-C3 | CHARITABLE PURPOSE | $50,000 | |
| KITCHEN TABLE FOOD SHELF OF MARSHAL | ||||||||
| 1400 S SARATOGA STREET | MARSHALL | MN | 56258 | NONE | 501-C 3 | FOOD FOR THE NEEDY | $20,000 | |
| KNIGHTS OF COLUMBUS | ||||||||
| HOLY REDEEMER COUNCIL | MARSHALL | MN | 56258 | NONE | 501-C-3 | CHARITABLE ACTIVITIES | $100 | 1621 |
| LIVING WORD CHURCH | ||||||||
| 800 E SOUTHVIEW COURT | MARSHALL | MN | 56258 | NONE | CHURCH | GENERAL OPERATIONS | $10,000 | |
| LYON COUNTY MUSEUM | ||||||||
| 301 W LYON STREET | MARSHALL | MN | 56258 | NONE | 501-C-3 | CHARITABLE ACTIVITIES | $100 | |
| MARSHALL AREA YMCA | ||||||||
| 200 SOUTH A STREET | MARSHALL | MN | 56258 | NONE | 501 C 3 | GENERAL OPERATIONS | $5,000 | |
| MARSHALL COMMUNITY FOUNDATION | ||||||||
| PO BOX 11 | MARSHALL | MN | 56258 | NONE | 501-C-3 | CHARITABLE ACTIVITIES | $10,000 | |
| MARSHALL CRIME FUND | ||||||||
| 611 W MAIN STREET | MARSHALL | MN | 56258 | NONE | 501-C3 | CHARITABLE PURPOSE | $5,500 | |
| MARSHALL FOOD 4 KIDS | ||||||||
| 800 SOUTHVIEW CT EAST | MARSHALL | MN | 56258 | NONE | 501-C3 | CHARITABLE PURPOSE | $20,000 | |
| MARSHALL SPEECH BOOSTERS | ||||||||
| 400 TIGER DRIVE | MARSHALL | MN | 56258 | NONE | 501 C 3 | GENERAL OPERATIONS | $5,000 | |
| MINNESOTA WEST FOUNDATION | ||||||||
| 1593 11TH AVENUE | GRANITE FALLS | MN | 56241 | NONE | 501 C 3 | SCHOLARSHIPS | $16,000 | |
| NW COLLEGE CHRISTIAN RADIO | ||||||||
| PO BOX 130517 | ST PAUL | MN | 55113 | NONE | 501-C3 | CHARITABLE ACTIVITY | $2,000 | |
| PRAIRIE HOME HOSPICE | ||||||||
| 1108 E COLLEGE DRIVE | MARSHALL | MN | 56258 | NONE | 501-C3 | CHARITABLE PURPOSE | $1,200 | |
| PRIDE IN THE TIGER FOUNDATION | ||||||||
| 400 TIGER DRIVE | MARSHALL | MN | 56258 | NONE | 501-(C)3 | PROVIDE 8 SCHOLARSHIPS TO STUDENTS | $47,500 | |
| ST JOHN CANTIUS CHURCH | ||||||||
| KOWNO ST | IVANHOE | MN | 56142 | NONE | CHURCH | CHARITABLE ACTIVITIES | $1,100 | |
| SALVATION ARMY LYON COUNTY | ||||||||
| 3954 CO RD 17 | MINNEOTA | MN | 56264 | NONE | 501-C-3 | CHARITABLE ACTIVITIES | $1,000 | |
| SMSU FOUNDATION | ||||||||
| FOUNDERS HALL | MARSHALL | MN | 56258 | NONE | 501 C 3 | SCHOLARSHIPS | $35,000 | SW STATE UNIVERSITY |
| SOUTHWEST INITIATIVE FOUNDATION | ||||||||
| 15 3RD AVE NW | HUTCHINSON | MN | 55350 | NONE | 501-C3 | GENERAL ENDOWMENT | $2,500 | |
| SUNDAY TV MASS | ||||||||
| 523 N DULUTH AVE | SIOUX FALLS | SD | 57104 | NONE | 501-C3 | CHARITABLE ACTIVITY | $500 | |
| SW MN FELLOWSHIP OF CHRISTIAN ATHLE | ||||||||
| 1208 HORIZON DRIVE | MARSHALL | MN | 56258 | NONE | 501 C 3 | GENERAL OPERATIONS | $2,000 | |
| SWWC FOUNDATION FOR EDUCATION INOVA | ||||||||
| 1420 E COLLEGE DRIVE | MARSHALL | MN | 56258 | NONE | 501-C-3 | EDUCATION | $3,000 | |
| TRUE LIGHT CHRISTIAN SCHOOL | ||||||||
| 601 E COLLEGE DRIVE | MARSHALL | MN | 56258 | NONE | 501-C3 | TUITION ASSISTENCE | $25,000 | |
| UNITED WAY | ||||||||
| PO BOX 41 | MARSHALL | MN | 56258 | NONE | 501-C3 | CHARITABLE OPERATIONS | $21,000 | |
| VFW | ||||||||
| 1109 WEST MAIN STREET | MARSHALL | MN | 56258 | NONE | 501-C-3 | OPERATIONS | $75 | |
| WOMENS RURAL ADVOCACY PROGRAMS | ||||||||
| 700 N 7TH STREET | MARSHALL | MN | 56258 | NONE | 501-C3 | CHARITABLE PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,025 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $338 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $85,784 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $292,155 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $378,277 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,277 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $785 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 411 ELI LILLY & CO | 2011-12 | PURCHASE | 2023-12 | $238,223 | $16,296 | $221,927 |
| GE HEALTH CARE TECH | 2011-11 | PURCHASE | 2023-01 | $7 | $10 | -$3 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB ACCOUNT | StockNm |
| EOY Book Value | $1,820,386 | EOYBookValueAmt |
| EOYFMV | $7,041,717 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAINSTAYMUTUAL FUNDS | AT COST | $201,813 | $234,663 |
| EDWARD JONES | AT COST | $786,129 | $1,038,389 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSE | $54 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $110 | Amt |
| Net Investment Income | $110 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $1,307 | Amt |
| Net Investment Income | $1,307 | NetInvestmentIncomeAmt |
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