JAMES M STANTON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMES M STANTON FOUNDATION (EIN 27-5085632)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-09-10
- IRS object ID
- 202432549349100408
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-10T09:54:24-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 852873144 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M J BARRETT & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 NORTHWOODS DRIVE STE 350 | AddressLine1Txt |
| City | STPAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275085632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES M STANTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 6122400957 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4833 WEST 94TH STREET | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM T KEENAN | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 6122400957 | PhoneNum |
| Signature | 2024-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J BARRETT | PreparerPersonNm |
| PTIN | P00443533 | PTIN |
| Phone | 6123720090 | 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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,214,270 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $387,937 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $387,937 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $351,341 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $351,341 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $393,206 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,043,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $393,206 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $544,840 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $544,840 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,977,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,677,324 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,334 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,953 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $421,607 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $483,438 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $430,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $487,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,090,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,090,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,520,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $487,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,090,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,543,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,189,433 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,590,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,214,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,214,270 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,166,575 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,757,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,214,270 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,214,270 | 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 | $21,757,387 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,214,270 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,757,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,214,270 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,757,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,214,270 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,757,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,543,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,214,270 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,214,270 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SCHWAB VARIABLE SHARE | 2023-06-30 | 2024-06-30 | $4,200,070 | $4,198,291 | $1,779 | $1,779 | |
| BLUE ROCK CAPITAL FUND LP K-1 | 2023-06-30 | 2023-12-31 | $843,426 | $843,426 | $843,426 | P | |
| BLUE ROCK CAPITAL FUND LP K-1 | 2021-06-30 | 2023-12-31 | $194,879 | -$194,879 | -$194,879 | P | |
| DISPOSITION OF BLUE ROCK CAPITAL FUND LP K-1 | 2020-12-30 | 2023-12-31 | $257,120 | -$257,120 | -$257,120 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $393,206 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,533 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,533 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,533 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | 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 | $4,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,133 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM T KEENAN III | IndividualWithBooksNm |
| Phone | 6122400957 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4833 WEST 94TH STREET | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM T KEENAN III | ||||||||
| 4833 WEST 94TH STREET | BLOOMINGTON | MN | 55437 | PRESIDENT/TREASURER | 15.00 | $0 | $0 | $0 |
| PAUL MARZAHN | ||||||||
| 4833 WEST 94TH STREET | BLOOMINGTON | MN | 55437 | VICE PERSIDENT | 1.00 | $0 | $0 | $0 |
| TOM LOWE | ||||||||
| 4833 WEST 94TH STREET | BLOOMINGTON | MN | 55437 | DIRECTOR | 1.00 | $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 | $5,610,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,267,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,878,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,878,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $208,172 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,669,929 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $683,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $683,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,533 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,533 | TotalTaxAmt |
| Distributable Before Adj | $666,963 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $666,963 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $666,963 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,090,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,090,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $666,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $844,869 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,380,068 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,509,417 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,617,505 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,507,927 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,859,786 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,090,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $666,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,423,037 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,282,823 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $844,869 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,437,954 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,380,068 | ExcessFromYear4Amt |
| Excess From Year3 | $10,509,417 | ExcessFromYear3Amt |
| Excess From Year2 | $7,617,505 | ExcessFromYear2Amt |
| Excess From Year1 | $6,507,927 | ExcessFromYear1Amt |
| Excess From Current Year | $9,423,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 23RD VETERAN | |||||||
| P O BOX 161483 | DULUTH | MN | 55816 | NONE | PC | HUMAN SERVICES | $75,000 |
| 360 COMMUNITIES | |||||||
| 501 112 STATE HIGHWAY 13 | BURNSVILLE | MN | 55337 | NONE | PC | HUMAN SERVICES | $25,000 |
| ALEXANDRA HOUSE | |||||||
| 10065 3RD ST NE | BLAINE | MN | 55434 | NONE | PC | HUMAN SERVICES | $25,000 |
| ARTSPACE | |||||||
| 250 THIRD AVE N 400 | MINNEAPOLIS | MN | 55401 | NONE | PC | HUMAN SERVICES | $250,000 |
| BELIEVET | |||||||
| 3885 100TH ST EAST | NORTHFIELD | MN | 55057 | NONE | PC | HUMAN SERVICES | $25,000 |
| BREAKING FREE | |||||||
| P O BOX 4366 | ST PAUL | MN | 55104 | NONE | PC | HUMAN SERVICES | $25,000 |
| BRIDGING | |||||||
| 201 WEST 87TH ST | BLOOMINGTON | MN | 55420 | NONE | PC | HUMAN SERVICES | $100,000 |
| CATHOLIC CHARITIES | |||||||
| 341 CHESTER ST | ST PAUL | MN | 55107 | NONE | PC | HUMAN SERVICES | $25,000 |
| CENTER FOR IRISH MUSIC | |||||||
| 836 PRIOR AVE N | ST PAUL | MN | 55104 | NONE | PC | HUMAN SERVICES | $15,000 |
| CHICAGO AVENUE FIRE ARTS | |||||||
| 3749 CHICAGO AVE S | MINNEAPOLIS | MN | 55407 | NONE | PC | HUMAN SERVICES | $15,000 |
| COMMUNITY EMERGENCY SERVICES | |||||||
| 1900 11TH AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | HUMAN SERVICES | $25,000 |
| CROSSROADS CHURCH | |||||||
| 17671 GLAACIER WAY | LAKEVILLE | MN | 55044 | NONE | PC | HUMAN SERVICES | $25,000 |
| DUNWOODY COLLEGE OF TECHNOLOGY | |||||||
| 818 DUNWOODY BOULEVARD | MINNEAPOLIS | MN | 55403 | NONE | PC | HUMAN SERVICES | $3,300,000 |
| EASTSIDE DEVELOPMENT COMPANY | |||||||
| 965 PAYNE AVE 201 | ST PAUL | MN | 55130 | NONE | PC | HUMAN SERVICES | $25,000 |
| EVERY MEAL | |||||||
| 2723 PATTON ROAD | ROSEVILLE | MN | 55113 | NONE | PC | HUMAN SERVICES | $500,000 |
| EVERY THIRD SATURDAY | |||||||
| 4303 EAST 54TH ST | MINNEAPOLIS | MN | 55417 | NONE | PC | HUMAN SERVICES | $15,000 |
| GOODWILL EASTER SEALS MINNESOTA | |||||||
| 553 FAIRVIEW AVE N | ST PAUL | MN | 55104 | NONE | PC | HUMAN SERVICES | $50,000 |
| HOPE AVENUE TWIN CITIES | |||||||
| PO BOX 18478 | MINNEAPOLIS | MN | 55418 | NONE | PC | HUMAN SERVICES | $25,000 |
| INTERFAITH OUTREACH | |||||||
| 1605 COUBTY RD 101 | PLYMOUTH | MN | 55447 | NONE | PC | HUMAN SERVICES | $25,000 |
| JUXTAPOSITION ARTS | |||||||
| 1108 WEST BROADWAY AVE | MINNEAPOLIS | MN | 55411 | NONE | PC | HUMAN SERVICES | $50,000 |
| KEYSTONE COMMUNITY SERVICES | |||||||
| 2000 ST ANTHONY AVE | ST PAUL | MN | 55104 | NONE | PC | HUMAN SERVICES | $25,000 |
| LOAVES AND FISHES | |||||||
| 721 KASOTA AVE SW | MINNEAPOLIS | MN | 55414 | NONE | PC | HUMAN SERVICES | $50,000 |
| MICROGRANTS | |||||||
| 3817 PLEAANT AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | HUMAN SERVICES | $400,000 |
| MINNESOTA ASSISTANCE COUNCIL FOR VETERANS | |||||||
| 1000 UNIVERSITY AVE WEST 100 | ST PAUL | MN | 55104 | NONE | PC | HUMAN SERVICES | $1,250,000 |
| NEIGHBORHOOD DEVELOPMENT COMPANY | |||||||
| 625 UNIVERSITY AVE | ST PAUL | MN | 55104 | NONE | PC | HUMAN SERVICES | $25,000 |
| NORTHSIDE ACHIEVEMENT ZONE | |||||||
| 1964 NORTH 2ND ST | MINNEAPOLIS | MN | 55411 | NONE | PC | HUMAN SERVICES | $25,000 |
| OPEN ARMS OF MINNESOTA | |||||||
| 2500 BLOOMINGTON AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | HUMAN SERVICES | $25,000 |
| OPEN DOOR PANTRY | |||||||
| 3910 RAHN RD | EAGAN | MN | 55122 | NONE | PC | HUMAN SERVICES | $25,000 |
| PREPARE AND PROSPER | |||||||
| 2610 UNIVERSITY AVE W 450 | ST PAUL | MN | 55114 | NONE | PC | HUMAN SERVICES | $25,000 |
| PROJECT FOR PRIDE IN LIVING | |||||||
| 1035 EAST FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | HUMAN SERVICES | $1,300,000 |
| REBUILDING TOGETHER MN | |||||||
| 1050 SOUTHEAST 33RD AVE 200 | MINNEAPOLIS | MN | 55414 | NONE | PC | HUMAN SERVICES | $100,000 |
| SECOND HARVEST HEARTLAND | |||||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | NONE | PC | HUMAN SERVICES | $50,000 |
| SHARING AND CARING HANDS | |||||||
| 525 NORTH 7TH ST | MINNEAPOLIS | MN | 55405 | NONE | PC | HUMAN SERVICES | $10,000 |
| SIMPSON HOUSING SERVICES | |||||||
| 160 GLENWOOD AVE S | MINNEAPOLIS | MN | 55405 | NONE | PC | HUMAN SERVICES | $25,000 |
| ST OLAF CHURCH | |||||||
| 215 SOUTH 8TH ST | MINNEAPOLIS | MN | 55402 | NONE | PC | HUMAN SERVICES | $25,000 |
| SUMMIT ACADEMY | |||||||
| 935 OLSON MEMORIAL HIGHWAY | MINNEAPOLIS | MN | 55405 | NONE | PC | HUMAN SERVICES | $625,000 |
| TASKS UNLIMITED | |||||||
| 2419 NICOLLET AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | HUMAN SERVICES | $25,000 |
| THE BRIDGE FOR YOUTH | |||||||
| 1111 WEST 22ND ST | MINNEAPOLIS | MN | 55405 | NONE | PC | HUMAN SERVICES | $50,000 |
| THE LIFT GARAGE | |||||||
| 2401 EAST LAKE STREET | MINNEAPOLIS | MN | 55406 | NONE | PC | HUMAN SERVICES | $50,000 |
| THE LINK | |||||||
| 1210 GLENWOOD AVE | MINNEAPOLIS | MN | 55405 | NONE | PC | HUMAN SERVICES | $25,000 |
| TWIN CITIES RISE | |||||||
| 1301 BRYANT AVE N | MINNEAPOLIS | MN | 55411 | NONE | PC | HUMAN SERVICES | $500,000 |
| UJAMAA PLACE | |||||||
| 1821 UNIVERSITY AVE N187 | ST PAUL | MN | 55104 | NONE | PC | HUMAN SERVICES | $25,000 |
| UNION GOSPEL MISSION | |||||||
| 77 9TH ST EAST | ST PAUL | MN | 55101 | NONE | PC | HUMAN SERVICES | $25,000 |
| UNITED HEROES LEAGUE | |||||||
| 15211 RAVENNA TRAIL | HASTINGS | MN | 55033 | NONE | PC | HUMAN SERVICES | $50,000 |
| URBAN HOMEWORKS | |||||||
| 927 WEST BROADWAY 301 | MINNEAPOLIS | MN | 55411 | NONE | PC | HUMAN SERVICES | $50,000 |
| WALK IN COUNSELING | |||||||
| 2421 CHICAGO AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | HUMAN SERVICES | $10,000 |
| GLOBAL HEARTCARE FOUNDATION | |||||||
| 8647 EAST ARTISAN PASS | SCOTTSDALE | AZ | 852661643 | NONE | PF | HUMAN SERVICES | $250,000 |
| MINNEAPOLIS HEART INSTITUTES | |||||||
| 800 E 28TH ST | MINNEAPOLIS | MN | 55407 | NONE | PC | HUMAN SERVICES | $400,000 |
| MINNETONKA CENTER FOR THE ARTS | |||||||
| 2240 NORTH SHORE DRIVE | WAYZATA | MN | 553919347 | NONE | PC | HUMAN SERVICES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,090,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $387,937 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $351,341 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $544,840 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $393,206 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,677,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,677,324 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES M STANTON IRREVOCABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 MAIN STREET NORTHWEST STE 300 | AddressLine1Txt |
| City | COON RAPIDS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL HEARTCARE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8647 EAST ARTISAN PASS | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852661643 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-11-08 | GrantDt |
| Grant | $250,000 | GrantAmt |
| Purpose Of Grant | TO PROVIDE TRAINING FOR HEALTH WORKERS IN AT-RISK COUNTRIES | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | NOT DUE | DatesOfReportsByGranteeTxt |
| Verification | 2024-01-01 | VerificationDt |
| Results Of Verification | REVIEW OF REPORT(S) DID NOT RESULT IN ANY REASON TO DOUBT ACCURACY OR RELIABILITY. | ResultsOfVerificationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BLUE ROCK CAPITAL FUND LP INTEREST EXPENSE | $106,289 | $168,120 | $0 |
| BLUE ROCK CAPITAL FUND LP PORTFOLIO DEDUCTIONS | $315,318 | $315,318 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BLUE ROCK CAPITAL FUND LP - OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $544,840 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $544,840 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $544,840 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BLUE ROCK CAPITAL FUND LP FOREIGN TAXES | $1,953 | $1,953 | $0 |
| INCOME TAX | $4,381 | $0 | $0 |
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