ECOTRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ECOTRUST (EIN 41-1735062)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-25
IRS object ID
202501159349101370
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-25T07:19:03-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411735062EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EcoTrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlECOTBusinessNameControlTxt
Phone6123742808PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 16570 5100 West 36th StAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55416ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPeter W VaughanPersonNm
Person TitlePresidentPersonTitleTxt
Phone6123742808PhoneNum
Signature2025-04-25SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,767,057FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$872,915ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$258InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$258InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$69,007DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,007DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$144,486NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$942,323GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$515CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,086,666TotalRevAndExpnssAmt
Total Net Invst Incm$69,780TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$25LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$25LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$118AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$118AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$120OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$120OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,856TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,856TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$248PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$248PrintingAndPubNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,367TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,367TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$963,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$963,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$965,667TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,367TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$963,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$120,999ExcessRevenueOverExpensesAmt
Net Investment Income$67,413NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$500CashBOYAmt
Cash EOY$500CashEOYAmt
Cash EOYFMV$500CashEOYFMVAmt
Sav And Temp Cash Invst BOY$355,998SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$106SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$106SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$255,500USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$255,500USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,008,821CorporateStockBOYAmt
Corporate Stock EOY$2,227,669CorporateStockEOYAmt
Corporate Stock EOYFMV$3,510,951CorporateStockEOYFMVAmt
Total Assets BOY$2,365,319TotalAssetsBOYAmt
Total Assets EOY$2,483,775TotalAssetsEOYAmt
Total Assets EOYFMV$3,767,057TotalAssetsEOYFMVAmt
Other Liabilities EOY$1OtherLiabilitiesEOYAmt
Total Liabilities EOY$1TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,365,319CapitalStockBOYAmt
Capital Stock EOY$2,483,774CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,365,319TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,483,774TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,365,319TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,483,775TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,365,319TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$120,999ExcessRevenueOverExpensesAmt
Subtotal$2,486,318SubtotalAmt
Other Decreases$2,544OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,483,774TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$515CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$46,631NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$937InvestmentIncomeExciseTaxAmt
Subtotal$937SubtotalAmt
Tax Based On Investment Income$937TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$840EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$840TotalPaymentsAndCreditsAmt
Tax Due$97TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Peter W VaughanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6123742808PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 16570 5100 West 36th StreetAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55416ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Peter W Vaughan
1976 Sheridan Ave SMinneapolisMN554052211President10.00$0
Catherine Anson
1976 Sheridan Ave SMinneapolisMN55405Director1.00$0
Angus M Vaughan
12 Highland RoadMcLeodMT59052Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Cash grants to 57 charitable organizations that averaged $16,900 per organizationDescription1Txt
Expenses1$963,300Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,604,287AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,980AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,648,267TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,648,267AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,724CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,593,543NetVlNoncharitableAssetsAmt
Minimum Investment Return$179,677MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$179,677MinimumInvestmentReturnAmt
Tax Based On Investment Income$937TaxBasedOnInvestmentIncomeAmt
Total Tax$937TotalTaxAmt
Distributable Before Adj$178,740DistributableBeforeAdjAmt
Distributable Before Ded$178,740DistributableBeforeDedAmt
Distributable As Adjusted$178,740DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$963,300ExpensesAndContributionsAmt
Qualifying Distributions$963,300QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$178,740DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$497,137ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$529,404ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$617,433ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$659,252ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$726,969ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,030,195TotalExcessDistributionCyovAmt
Qualifying Distributions$963,300QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$178,740AppliedToCurrentYearAmt
Remaining Distri From Corpus$784,560RemainingDistriFromCorpusAmt
Total Corpus$3,814,755TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$497,137ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,317,618ExcessDistriCyovToNextYrAmt
Excess From Year4$529,404ExcessFromYear4Amt
Excess From Year3$617,433ExcessFromYear3Amt
Excess From Year2$659,252ExcessFromYear2Amt
Excess From Year1$726,969ExcessFromYear1Amt
Excess From Current Year$784,560ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPeter W VaughanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
American Prairie
PO Box 908BozemanMT59771NonePCUnrestricted general operating support$10,000
Center for Biological Diversity
PO Box 710TucsonAZ85702NonePCUnrestricted general operating support$15,000
Center for Reproductive Rights
199 Water Street Floor 22New YorkNY10038NonePCUnrestricted general operating support$15,000
Charity Navigator
PO Box 4009HarlanIA51593NonePCUnrestricted general operating support$150
Conservation International
PO Box 418608BostonMA02241NonePCUnrestricted general operating support$20,000
Conservation Minnesota
1101 West River Parkway Suite 250MinneapolisMN55415NonePCUnrestricted general operating support$5,000
DKT International
1001 Connecticut Ave NW Suite 800WashingtonDC20036NonePCUnrestricted general operating support$30,000
Earth Island Institute
PO Box 460943San FranciscoCA94146NonePCTransition Earth Program support$2,500
Earthjustice
50 California Street Suite 500San FranciscoCA94111NonePCUnrestricted general operating support$15,000
Earthworks
1612 K St NW Suite 904WashingtonDC20006NonePCUnrestricted general operating support$10,000
Ecotrust
1140 SE 7th AvenuePortlandOR97214NonePCUnrestricted general operating support$2,500
EngenderHealth
PO Box 7247PhiladelphiaPA19170NonePCUnrestricted general operating support$30,000
Environmental Defense Fund
PO Box 98051WashingtonDC20077NonePCUnrestricted general operating support$30,000
Five Valleys Land Trust
120 Hickory Street Suite BMissoulaMT59801NonePCUnrestricted general operating support$1,000
Fresh Energy
408 St Peter StreetSt PaulMN55102NonePCUnrestricted general operating support$17,500
Friends of Boundary Waters Wilderness
2550 University Ave WSt PaulMN55114NonePCUnrestricted general operating support$2,500
Friends of the Mississippi River
106 Water StreetSt PaulMN55107NonePCUnrestricted general operating support$1,500
Friends of Sax-Zims Bog
PO Box 3585DuluthMN55803NonePCLand purchase fund$500
Gathering Waters
211 South Paterson StMadisonWI53703NonePCUnrestricted general operating support$5,000
Greater Yellowstone Coalition
215 South Wallace AveBozemanMT59715NonePCUnrestricted general operating support$10,000
Guttmacher Institute
PO Box 905HartsdaleNY10530NonePCUnrestricted general operating support$17,500
Institute for Agriculture & Trade Policy
1700 2nd Street NE Suite 200MinneapolisMN55413NonePCUnrestricted general operating support$2,500
International Planned Parenthood Federat
1290 Avenue of the AmericasNew YorkNY10104NonePCGeneral operating support$110,000
Ipas
PO Box 9990Chapel HillNC27515NonePCUnrestricted general operating support$30,000
Kinnickinnic River Land Trust
PO Box 87River FallsWI54022NonePCUnrestricted general operating support$1,500
Land Trust Alliance
1250 H Street Suite 600WashingtonDC20077NonePCUnrestricted general operating support$2,500
Landmark Conservancy
500 East Main St Suite 307MenomonieWI54751NonePCUnrestricted general operating support$17,500
MN Center for Environmental Advocacy
1919 University Ave W Suite 515St PaulMN55104NonePCUnrestricted general operating support$50,000
Minnesota Land Trust
2356 University Ave W Suite 240St PaulMN55114NonePCUnrestricted general operating support$25,000
MN350 Alliance for Sustainability
4407 East Lake StreetMinneapolisMN55406NonePCUnrestricted general operating support$7,500
National Network of Abortion Funds
9450 SW Gemini DriveBeavertonOR97008NonePCUnrestricted general operating support$15,000
Natural Resources Defense Council
40 West 20th StNew YorkNY10011NonePCUnrestricted general operating support$25,000
Nature Conservancy
PO Box 1563MerrifieldVA22116NonePCUnrestricted general operating support of several chapters$30,000
PAI
1300 19th St NW Suite 200WashingtonDC20036NonePCUnrestricted general operating support$40,000
Pathfinder International
9 Galen St Suite 217WatertownMA02472NonePCUnrestricted general operating support$32,500
Cambridge Reproductive Health
1770 Massachusetts AvenueCambridgeMA02140NonePCDirected for Women Help Women program$15,000
Planned Parenthood Federation of America
123 William StNew YorkNY10038NonePCUnrestricted general operating support for several chapters$65,000
Population Connection
PO Box 8901TopekaKS66608NonePCUnrestricted general operating support$5,000
Population Council
1 Dag Hammarskjold PlazaNew YorkNY10017NonePCUnrestricted general operating support$7,500
Population Institute
105 2nd Street NEWashingtonDC20002NonePCUnrestricted general operating support$4,116
Population Media Center
30 Kimball AveSouth BurlingtonVT05403NonePCUnrestricted general operating support$35,000
Population Reference Bureau
1111 19th St NWWashingtonDC20036NonePCUnrestricted general operating support$1,500
Population Services International
PO Box 423700WashingtonDC20042NonePCUnrestricted general operating support$27,500
Sierra Club Foundation
2101 Webster StreetOaklandCA94612NonePCUnrestricted general operating support and clean energy program$26,500
Trust for Public Land
PO Box 96315WashingtonDC20090NonePCUnrestricted general operating support$2,500
Trust Women Foundation
PO Box 3222WichitaKS67201NonePCUnrestricted general operating support$25,000
Union of Concerned Scientists
PO Box 4123WoburnMA01888NonePCUnrestricted general operating support$6,000
Voyagers Conservancy
1400 Van Buren St NEMinneapolisMN55413NonePCUnrestricted general operating support$500
Women On Web International Foundation
NonePCUnrestricted general operating support$22,5341 Yonge St Suite 1801TorontoToronto, OntarioCAM5E 1W7
Population Balance
PO Box 14175St PaulMN55114NonePCUnrestricted general operating support$5,000
Forest Trends
1203 19th Street NWWashingtonDC20036NonePCGeneral operating$5,000
Fos Feminista
125 Maiden LaneNew YorkNY10038NonePCGeneral operating$30,000
American Rivers
1101 14th Street NWWashingtonDC20005NonePCGeneral operating$2,500
Wellspring Health Access
712 H Street NEWashingtonDC20002NonePCChelsea's Fund$10,000
USA for UNFPA
605 Third AvenueNew YorkNY10158NonePCGeneral operating$25,000
Well Done Foundation
PO Box 10640BozemanMT59719NonePCGeneral operating$10,000
Earth Overshoot
PO Box 5460HanoverNH03755NonePCGeneral operating support$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$963,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$258RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$69,007RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$144,486RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$213,751RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$213,751TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndPayroll ContributionPayrollContributionIndNoncash ContributionNoncashContributionInd
V Wurtele Trust
1100 South 5th St Suite 420MinneapolisMN55402$650,000Yes (X)Yes (X)
Peter W Vaughan
21976 Sheridan Ave SoMinneapolisMN55405$222,915Yes (X)Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property500 shares of Microsoft Corporation (MSFT) stockNoncashPropertyDesc
Fair Market Value$222,915FairMarketValueAmt
Received2024-06-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax prep softwareCategoryTxt
Amt$118Amt
Net Investment Income$118NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryMN Secretary of StateCategoryTxt
Legal Fees$25LegalFeesAmt
Net Investment Income$25NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
Decrease in adjusted cost basis of VNQ$1,347
Decrease in adjusted cost basis of WELL$489
Foreign tax paid through ETF$708

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBank feesCategoryTxt
Amt$120Amt
Net Investment Income$120NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
V Wurtele Trust
100 South 5th St Suite 420MinneapolisMN55402
Peter W Vaughan
1976 Sheridan Ave SoMinneapolisMN55405

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal excise tax current year$840$840
Federal excise tax prior year$8$8
Foreign taxes$1,008$1,008

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