GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION: Form 990, tax year 2023
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- Organization
- GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION (EIN 47-3487091)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-16
- IRS object ID
- 202422609349300997
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-16T10:51:40-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463220328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKINS HENKE AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 INWOOD AVENUE NORTH SUITE 160 | AddressLine1Txt |
| City | OAKDALE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473487091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER WHITE BEAR LAKE COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 6514085412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10626 | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVE SWANSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6514085412 | PhoneNum |
| Signature | 2024-08-26 | 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 | GEORGIA M AKINS | PreparerPersonNm |
| PTIN | P00950359 | PTIN |
| Phone | 6516363806 | PhoneNum |
| Preparation | 2024-08-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVE SWANSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10626 | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,712,419 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GWBLCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $518,939 | PYContributionsGrantsAmt |
| CY Contributions Grants | $389,517 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,500 | CYProgramServiceRevenueAmt |
| PY Investment Income | $74,503 | PYInvestmentIncomeAmt |
| CY Investment Income | $93,023 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$6,819 | PYOtherRevenueAmt |
| CY Other Revenue | -$8,083 | CYOtherRevenueAmt |
| PY Total Revenue | $604,123 | PYTotalRevenueAmt |
| CY Total Revenue | $490,957 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $163,177 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $297,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,395 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $35,318 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $143,694 | PYOtherExpensesAmt |
| CY Other Expenses | $136,796 | CYOtherExpensesAmt |
| PY Total Expenses | $306,871 | PYTotalExpensesAmt |
| CY Total Expenses | $457,191 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $297,252 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,766 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,145,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,581,755 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $185,403 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $210,400 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,959,931 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,371,355 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $329,069 | ExpenseAmt |
| Grant | $297,000 | GrantAmt |
| Revenue | $2,033 | RevenueAmt |
| Desc | DURING 2023, THE ORGANIZATION DISTRIBUTED $297,000 IN GRANTS TO ENRICH THE LIVES OF PEOPLE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 61 GRANTS WERE GIVEN IN 2023. 26 COMPETITIVE GRANTS TOTALING $103,500 WERE AWARDED FROM THE COMMUNITY PARTNERS FUND, 34 GRANTS TOTALING $188,500 WERE ISSUED FROM DONOR ADVISED FUNDS, AND 1 GRANT TOTALING $5,000 WERE ISSUED FROM FIELD OF INTEREST FUNDS, DESIGNATED FUNDS AND OTHERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,654 | ExpenseAmt |
| Revenue | $16,500 | RevenueAmt |
| Desc | THE LEADERSHIP TOMORROW SERIES IS A PROGRAM TO CREATE A NEW GENERATION OF COMMUNITY LEADERS. SELECTED PARTICIPANTS ATTEND MONTHLY PROGRAMS FOR 10 MONTHS OF THE YEAR TO LEARN LEADERSHIP CONCEPTS AND SKILLS AND TO BECOME AWARE OF COMMUNITY ISSUES AND RESOURCES. THERE WERE 19 PARTICIPANTS IN THE PROGRAM IN 2023. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $366,723 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY NEEB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6514085412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10626 | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TIM TORGERSON | ||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROL MCFARLANE | ||||||
| VICE-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN ALNES | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE SWANSON | ||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CRAIG DRAKE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BILL FOUSSARD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JESSE BENGTSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EUNICE COTE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CARTER JOHNSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LISA HINIKER POCRNICH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE RUETHER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SATHER | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA WHITNEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRADY RAMSAY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY MADORE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CATHY WEYERHAEUSER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KRIS MASON - EXECUTIVE | ||||||
| DIRECTOR THRU 5/4/2023 | 28.00 | Yes (X) | $23,395 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $23,395 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $102,950 | FundraisingAmt |
| All Other Contributions | $286,567 | AllOtherContributionsAmt |
| Noncash Contributions | $40,905 | NoncashContributionsAmt |
| Total Contributions | $389,517 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $16,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,500 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,567 | TotalRevenueColumnAmt |
| Exclusion | $128,567 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,175,802 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,211,346 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$35,544 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,544 | TotalRevenueColumnAmt |
| Exclusion | -$35,544 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $102,950 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $10,116 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,116 | TotalRevenueColumnAmt |
| Exclusion | -$10,116 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $2,033 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,033 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,033 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $490,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,533 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $82,907 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,000 | TotalAmt |
| Program Services | $297,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,395 | TotalAmt |
| Program Services | $12,358 | ProgramServicesAmt |
| Management And General | $3,679 | ManagementAndGeneralAmt |
| Fundraising | $7,358 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,989 | TotalAmt |
| Program Services | $19,408 | ProgramServicesAmt |
| Management And General | $18,173 | ManagementAndGeneralAmt |
| Fundraising | $19,408 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,504 | TotalAmt |
| Management And General | $22,504 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,154 | TotalAmt |
| Program Services | $23,152 | ProgramServicesAmt |
| Management And General | $3,002 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,886 | TotalAmt |
| Fundraising | $1,886 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,125 | TotalAmt |
| Program Services | $8,232 | ProgramServicesAmt |
| Management And General | $893 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,530 | TotalAmt |
| Program Services | $5,012 | ProgramServicesAmt |
| Management And General | $2,506 | ManagementAndGeneralAmt |
| Fundraising | $5,012 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780 | TotalAmt |
| Management And General | $780 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564 | TotalAmt |
| Program Services | $257 | ProgramServicesAmt |
| Management And General | $307 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719 | TotalAmt |
| Management And General | $719 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING | $2,096 | $1,049 | $61 | $986 |
| MISCELLANEOUS | $1,386 | $180 | $915 | $291 |
| DUES AND SUBSCRIPTIONS | $1,360 | $0 | $1,360 | $0 |
| POSTAGE | $703 | $75 | $251 | $377 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,191 | TotalAmt |
| Program Services | $366,723 | ProgramServicesAmt |
| Management And General | $55,150 | ManagementAndGeneralAmt |
| Fundraising | $35,318 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,693 | BOYAmt |
| EOY | $478,644 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,478,641 | BOYAmt |
| EOY | $4,103,111 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,145,334 | BOYAmt |
| EOY | $4,581,755 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $79 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,403 | BOYAmt |
| EOY | $210,321 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,403 | BOYAmt |
| EOY | $210,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,908,439 | BOYAmt |
| EOY | $3,162,866 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,492 | BOYAmt |
| EOY | $1,208,489 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,959,931 | BOYAmt |
| EOY | $4,371,355 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,145,334 | BOYAmt |
| EOY | $4,581,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $33,766 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $377,658 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,022,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,067,502 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $852,920 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $518,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $389,517 | CurrentTaxYearAmt |
| Total | $5,851,812 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $17,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,500 | CurrentTaxYearAmt |
| Total | $55,490 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,032,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,079,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $852,920 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $536,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $406,017 | CurrentTaxYearAmt |
| Total | $5,907,302 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,308 | CurrentTaxYearAmt |
| Total | $288,426 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,308 | CurrentTaxYearAmt |
| Total | $288,426 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,618,876 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,567 | CurrentTaxYearAmt |
| Total | $334,076 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,567 | CurrentTaxYearAmt |
| Total | $334,076 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,033 | CurrentTaxYearAmt |
| Total | $5,186 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,059,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,135,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $902,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $612,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $536,617 | CurrentTaxYearAmt |
| Total | $6,246,564 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91960 | PublicSupportPY509Pct |
| Investment Income CY | 0.05350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03730 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 21 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 3 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $190,906 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $186,000 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,501,696 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $2,263 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,033,991 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $170,748 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,251 | AdministrativeExpensesAmt |
| End Year Balance | $1,193,488 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,258,345 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$176,219 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,635 | AdministrativeExpensesAmt |
| End Year Balance | $1,033,991 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,183,630 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $122,448 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,233 | AdministrativeExpensesAmt |
| End Year Balance | $1,258,345 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $1,050,908 | ContributionsAmt |
| Investment Earnings Or Losses | $141,124 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $8,402 | AdministrativeExpensesAmt |
| End Year Balance | $1,183,630 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.88000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $856,227 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $377,658 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $10,116 | OtherRevenueAmt |
| Revenue Not Reported | $387,774 | RevenueNotReportedAmt |
| Revenue Subtotal | $468,453 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $22,504 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $22,504 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $490,957 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $444,803 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $10,116 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,116 | ExpensesNotReportedAmt |
| Expenses Subtotal | $434,687 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $22,504 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $22,504 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $457,191 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION HOLDS FUNDS AS NONPROFIT ENDOWMENTS AND AS A FISCAL SPONSOR. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS FOR THESE FUNDS. |
| PART V, LINE 4: | THE ENDOWMENT'S INVESTMENT INCOME NET OF INVESTMENT EXPENSES ON THE PRINCIPAL IS TO BE USED TO MEET THE FUTURE CHARITABLE NEEDS OF THE GREATER WHITE BEAR LAKE AREA. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES MANAGEMENT EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 10,116. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 10,116. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SHARE THE JOY | Event1Nm |
| Gross Receipts Event1 | $60,800 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $60,800 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $4,146 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $481 | OtherDirectExpensesEvent1Amt |
| Event2 | SUMMER SOIREE | Event2Nm |
| Gross Receipts Event2 | $38,950 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $38,950 | CharitableContriEvent2Amt |
| Food And Beverage Event2 | $3,601 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,166 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $3,200 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $3,200 | CharitableContriOtherEventsAmt |
| Rent Fclty Costs Other Events | $105 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $428 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $189 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $102,950 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $102,950 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $105 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,175 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,836 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,116 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$10,116 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| WHITE BEAR LAKE AREA SCHOOL DISTRICT | ||||||||
| 4855 BLOOM AVE | WHITE BEAR LAKE | MN | 55110 | 416008212 | 501(C)(3) | $9,900 | $0 | MANY FACES EXPRESSIONS AND IT'S ALL ABOUT FOOD |
| LAKESHORE PLAYERS | ||||||||
| 4941 LONG AVENUE | WHITE BEAR LAKE | MN | 55110 | 416038716 | 501(C)(3) | $7,500 | $0 | CONNECTING ART TO THE COMMUNITY |
| NEWTRAX | ||||||||
| 3700 HWY 61 N | WHITE BEAR LAKE | MN | 55110 | 274476087 | 501(C)(3) | $15,000 | $0 | SENIORS IN THE COMMUNITY |
| WHITE BEAR LAKE EMERGENCY FOOD SHELF | ||||||||
| 1884 WHITAKER STREET | WHITE BEAR LAKE | MN | 55110 | 411459604 | 501(C)(3) | $7,500 | $0 | COMMUNITY MARKET & GIVE A GOBBLE |
| WHITE BEAR AREA HISTORICAL SOCIETY | ||||||||
| PO BOX 10543 | WHITE BEAR LAKE | MN | 55110 | 237303749 | 501(C)(3) | $7,500 | $0 | SUMMER YOUTH ED PROGRAM & OPERATIONS |
| BETHEL UNIVERSITY | ||||||||
| 3900 BETHEL DRIVE | ST PAUL | MN | 55112 | 410708577 | 501(C)(3) | $15,000 | $0 | DIVERSITY STUDY ROOM |
| GUADALUPE CENTER | ||||||||
| 2640 GOLDEN GATE PARKWAY | NAPLES | FL | 34105 | 592617151 | 501(C)(3) | $10,000 | $0 | PROGRAMMING |
| LYNGBLOMSTEN | ||||||||
| 1415 ALMOND AVENUE | ST PAUL | MN | 55108 | 411760448 | 501(C)(3) | $12,000 | $0 | CARE CENTER PROGRAM |
| MAHTOMEDI AREA EDUCATIONAL FOUNDATION | ||||||||
| 1520 MAHTOMEDI AVENUE | MAHTOMEDI | MN | 55115 | 361276034 | 501(C)(3) | $7,500 | $0 | MAEF ANGEL FUND |
| MAHTOMEDI AREA FOOD SHELF | ||||||||
| 700 MAHTOMEDI AVENUE | MAHTOMEDI | MN | 55115 | 410764101 | 501(C)(3) | $7,500 | $0 | WEEKEND BACKPACK PROGRAM |
| REGIONS HOSPITAL FOUNDATION | ||||||||
| 640 JACKSON ST STOP 11202C | ST PAUL | MN | 55101 | 411888902 | 501(C)(3) | $41,000 | $0 | PROGRAMMING |
| RISE UP HEALTH CLINICS | ||||||||
| 5045 DIVISION AVENUE | WHITE BEAR LAKE | MN | 55110 | 852663643 | 501(C)(3) | $7,500 | $0 | BEAR CARE MOBILE CLINICS |
| ST ANDREW'S COMMUNITY RESOURCE CENTER | ||||||||
| 900 STILLWATER ROAD | MAHTOMEDI | MN | 55115 | 410880458 | 501(C)(3) | $7,500 | $0 | COMMUNITY RESOURCE OPERATIONS |
| UNIVERSITY OF NORTHWESTERN | ||||||||
| PO BOX 130517 | ST PAUL | MN | 55113 | 410711610 | 501(C)(3) | $40,000 | $0 | PROGRAMMING |
| WILLOW LANE ELEMENTARY PTO | ||||||||
| 3375 WILLOW AVE | WHITE BEAR LAKE | MN | 55110 | 943451603 | 501(C)(3) | $10,000 | $0 | FIELD TRIPS/WINTER CLOTHING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES RECEIVING COMMUNITY PARTNERS FUND GRANTS ARE REQUIRED TO SUBMIT A FINAL REPORT OF THEIR GRANT ACTIVITIES AND EXPENDITURES. REPORTS ARE REVEIWED BY THE GRANTS COMMITTEE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,905 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVE HIGH/LOW PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LISA POCRNICH AND KEVIN HINIKER HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | BYLAWS WERE AMENDED IN DECEMBER 2023 TO INCLUDE CONSECUTIVE TERMS LANGUAGE WHICH ADDED CLARITY TO INTENT AND PROCEDURES FOR BOARD MEMBERS, INCLUDING NON-BOARD MEMBERS ON COMMITTEES. BY-LAWS WERE ALSO AMENDED TO ALLOW BOARD CHAIR TO DETERMINE BOARD MEETINGS DATES AND TIMES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS AFTER REVIEW BY THE EXECUTIVE COMMITTEE. THE BOARD THEN APPROVES THE 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD AND COMMITTEE MEMBERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM WHICH IS PROVIDED TO THE GOVERNANCE COMMITTEE FOR ANY NECESSARY MONITORING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS SETS THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. THE COMPENSATION LEVEL IS DETERMINED BASED ON REASONABLE FUNDS AVAILABLE FOR A COMPARABLE SIZED FOUNDATION. THE FOUNDATION HAS NO EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE EXECUTIVE DIRECTOR WILL MAKE AVAILABLE A PHYSICAL OR ELECTRONIC COPY OF THE FORM 1023 AND FORM 990 AND SUPPORTING SCHEDULES. |
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