BAME FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BAME FOUNDATION (EIN 27-4159707)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-08
- IRS object ID
- 202442829349101209
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-08T12:13:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920370318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDPATH AND COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4810 WHITE BEAR PARKWAY | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274159707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAME FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAME | BusinessNameControlTxt |
| Phone | 7634171200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MENDELSSOHN AVE NORTH | AddressLine1Txt |
| City | GOLDEN VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55427 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS BAME | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7634171200 | PhoneNum |
| Signature | 2024-08-22 | 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 | JONATHAN FORTIN | PreparerPersonNm |
| PTIN | P01240664 | PTIN |
| Phone | 6514267000 | PhoneNum |
| Preparation | 2024-08-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,796,674 | 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 | $946,032 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $309 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $309 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,567 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $975,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,100 | 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 | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,716 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,716 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $492 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $492 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,123 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,998 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $694,508 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $694,508 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $765,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $755,506 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $209,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $223,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $410,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $410,332 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,044,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,062,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,150,197 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $175,753 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $180,847 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $236,145 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,444,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,653,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,796,674 | 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 | $1,444,525 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,653,717 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,444,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,653,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,444,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,653,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,444,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $209,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,654,068 | SubtotalAmt |
| Other Decreases | $351 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,653,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $49,770 | $52,707 | -$2,937 | -$2,937 | |
| CAPITAL GAINS DIVIDENDS | $11,504 | $11,504 | $11,504 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,567 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $157 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $657 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $393 | OverpaymentAmt |
| Applied To ES Tax | $393 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN POWELL | IndividualWithBooksNm |
| Phone | 6126366472 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5641 27TH AVE S | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55417 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN N BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARNA BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | TREASURER | 0.00 | $0 | $0 | $0 |
| MARISSA BAME SCHERMER | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LUCAS C BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALICIA C BAME-ANDERSON | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NATASHA C BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JASON BAME-ANDERSON | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER SCHERMER | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DANIELLE N BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COORDINATE, PACK, AND SEND OVER 1,300 CARE PACKAGES FOR SOLDIERS SERVING OVERSEAS. BOXES CONTAIN TOILETRIES, SNACKS, GAMES, AND LETTERS OF ENCOURAGEMENT FROM CHILDREN. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | FUNDING BRIGHT SCIENTISTS TO FIND A CURE FOR CHILDHOOD CANCER AND SUPPORTING PEDIATRIC CANCER PATIENTS AND THEIR FAMILIES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $1,262,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,569,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,569,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,546,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $264 | TotalTaxAmt |
| Distributable Before Adj | $77,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $755,506 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $755,506 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $737,452 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $584,580 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $768,623 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $748,928 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $949,595 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,789,178 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $755,506 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $678,468 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,467,646 | 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 | $737,452 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,730,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $584,580 | ExcessFromYear4Amt |
| Excess From Year3 | $768,623 | ExcessFromYear3Amt |
| Excess From Year2 | $748,928 | ExcessFromYear2Amt |
| Excess From Year1 | $949,595 | ExcessFromYear1Amt |
| Excess From Current Year | $678,468 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3G FOOD PANTRY | |||||||
| 200 BROWN ST | RUNNELLS | IA | 50237 | NONE | PC | CHARITABLE GIFT | $1,040 |
| ACE IN THE CITY | |||||||
| PO BOX 7497 | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE GIFT | $500 |
| AFTER BREAST CANCER DIAGNOSIS | |||||||
| 5775 N GLEN PARK RD | MILWAUKEE | WI | 53209 | NONE | PC | CHARITABLE GIFT | $100 |
| ALEXANDRIA TECHNICAL COLLEGE FOUNDATION | |||||||
| 1601 JEFFERSON ST | ALEXANDRIA | MN | 56308 | NONE | PC | CHARITABLE GIFT | $2,050 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 7900 W 78TH ST 100 | MINNEAPOLIS | MN | 55439 | NONE | PC | CHARITABLE GIFT | $1,040 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120WALL ST STE | NEW YORK | NY | 10005 | NONE | PC | CHARITABLE GIFT | $100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | CHARITABLE GIFT | $100 |
| AMERICAN LEGION POST 14 | |||||||
| 1244 BUCKRIDGE DR NE | ROCHESTER | MN | 55906 | NONE | PC | CHARITABLE GIFT | $360 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 490 CONCORDIA AVE | SAINT PAUL | MN | 55103 | NONE | PC | CHARITABLE GIFT | $100 |
| AMERICAN RED CROSS | |||||||
| 1201 WEST RIVER PKWY | MINNEAPOLIS | MN | 55454 | NONE | PC | CHARITABLE GIFT | $1,300 |
| ANGEL FOUNDATION | |||||||
| 1155 CENTRE POINTE DR 7 | MENDOTA HEIGHTS | MN | 55120 | NONE | PC | CHARITABLE GIFT | $36,360 |
| ANIMAL HUMANE SOCIETY | |||||||
| 845 MEADOW LANE NORTH | GOLDEN VALLEY | MN | 55422 | NONE | PC | CHARITABLE GIFT | $200 |
| AUTISM SOCIETY OF MINNESOTA | |||||||
| 2380 WYCLIFF ST 102 | ST PAUL | MN | 55114 | NONE | PC | CHARITABLE GIFT | $33,100 |
| BECKER YOUTH ASSOCIATION | |||||||
| PO BOX 85 | BECKER | MN | 55308 | NONE | PC | CHARITABLE GIFT | $780 |
| BETHEL UNIVERSITY | |||||||
| 3900 BETHEL DR | SAINT PAUL | MN | 55112 | NONE | PC | CHARITABLE GIFT | $10,000 |
| BOBBY & STEVE'S YOUTH FOUNDATION | |||||||
| 4445 W 77TH ST 240 | EDINA | MN | 55435 | NONE | PC | CHARITABLE GIFT | $6,000 |
| BOUNTIFUL BASKET FOOD SHELF | |||||||
| 1600 BAVARIA RD | CHASKA | MN | 55318 | NONE | PC | CHARITABLE GIFT | $100 |
| BOYS & GIRLS CLUB OF MAUI - LAHAINA CLUBHOUSE | |||||||
| 280 SHAW ST | LAHAINA | HI | 97761 | NONE | PC | CHARITABLE GIFT | $25,000 |
| BOYS & GIRLS CLUBS OF FOX VALLEY | |||||||
| 160 S BADGER AVE | APPLETON | WI | 54914 | NONE | PC | CHARITABLE GIFT | $500 |
| BOYS & GIRLS CLUBS OF THE TWIN CITIES | |||||||
| 690 JACKSON ST | SAINT PAUL | MN | 55130 | NONE | PC | CHARITABLE GIFT | $680 |
| BREAKAWAY INC | |||||||
| 1911 PARK AVES | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE GIFT | $31,330 |
| CAMP HOMETOWN HEROES | |||||||
| 100 BADGER CIRCLE | GRAFTON | WI | 53024 | NONE | PC | CHARITABLE GIFT | $2,020 |
| CARING BRIDGE | |||||||
| 2750 BLUE WATER ROAD SUITE 275 | EAGAN | MN | 55121 | NONE | PC | CHARITABLE GIFT | $100 |
| CENTRAL IOWA SHELTER AND SERVICES | |||||||
| 1420 MULBERRY ST | DES MOINES | IA | 50309 | NONE | PC | CHARITABLE GIFT | $500 |
| CHILDREN'S CANCER RESEARCH FUND | |||||||
| 7301 OHMS LN 355 | MINNEAPOLIS | MN | 55439 | NONE | PC | CHARITABLE GIFT | $34,464 |
| CHILDREN'S MINNESOTA FOUNDATION | |||||||
| 5901 LINCOLN DR | EDINA | MN | 55436 | NONE | PC | CHARITABLE GIFT | $100 |
| CHILDREN'S MIRACLE NETWORK WISCONSIN | |||||||
| 611 ST JOSEPH AVE | MARSHFIELD | WI | 54449 | NONE | PC | CHARITABLE GIFT | $5,200 |
| CHILDREN'S SURGERY INTERNATIONAL | |||||||
| 825 NICOLLET MALL 706 | MINNEAPOLIS | MN | 55401 | NONE | PC | CHARITABLE GIFT | $5,000 |
| COBORN'S CANCER RESEARCH FUND | |||||||
| 1900 CENTRACARE CIRCLE 1600 | ST CLOUD | MN | 56303 | NONE | PC | CHARITABLE GIFT | $1,560 |
| COMO FRIENDS | |||||||
| 1225 ESTABROOK DR | ST PAUL | MN | 55103 | NONE | PC | CHARITABLE GIFT | $5,000 |
| COMMUNITY FOUNDATION OF COLLIER COUNTY INC | |||||||
| 1110 PINE RIDGE RD STE 200 | NAPLES | FL | 34108 | NONE | PC | CHARITABLE GIFT | $60,500 |
| CRESCENT COVE | |||||||
| 4201 BASS LAKE RD | BROOKLEN CENTER | MN | 55429 | NONE | PC | CHARITABLE GIFT | $25,000 |
| CROW RIVER THUNDER | |||||||
| PO BOX 188 | SAINT MICHAEL | MN | 55376 | NONE | PC | CHARITABLE GIFT | $2,500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 8011 34TH AVE S | MINNEAPOLIS | MN | 55425 | NONE | PC | CHARITABLE GIFT | $10,000 |
| DINOMIGHTS | |||||||
| 3400 PARK AVE S | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE GIFT | $1,300 |
| ENGAGE YOUR DESTINY | |||||||
| 2930 NATCHEZ AVE S | ST LOUIS PARK | MN | 55416 | NONE | PC | CHARITABLE GIFT | $10,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | NONE | PC | CHARITABLE GIFT | $520 |
| FISHING FOR LIFE | |||||||
| PO BOX 19320 | MINNEAPOLIS | MN | 55419 | NONE | PC | CHARITABLE GIFT | $7,800 |
| FOR THE CURE | |||||||
| 13770 NOEL ROAD STE 801889 | DALLAS | TX | 75380 | NONE | PC | CHARITABLE GIFT | $2,500 |
| GIVE KIDS THE WORLD VILLAGE | |||||||
| 210S BASS RD | KISSIMMEE | FL | 34746 | NONE | PC | CHARITABLE GIFT | $110 |
| GIRL SCOUTS DAKOTA HORIZON | |||||||
| 1101 S MARION RD | SIOUX FALLS | SD | 57106 | NONE | PC | CHARITABLE GIFT | $1,124 |
| GIVE DIRECTLY INC | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | CHARITABLE GIFT | $100 |
| HARRY SLIMMER SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 167 | ALBERTVILLE | MN | 55301 | NONE | PC | CHARITABLE GIFT | $5,000 |
| HEREDITARY NEUROPATHY FOUNDATION | |||||||
| 401 PARK AVE S FL 10 | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE GIFT | $100 |
| HOCKEY DAY MINNESOTA 2023 | |||||||
| 1314 WILLOW LANE SW | ROCHESTER | MN | 55902 | NONE | PC | CHARITABLE GIFT | $5,440 |
| HOLY CROSS HOPE HOUSE | |||||||
| 2703 9TH AVE NW | ROCHESTER | MN | 55901 | NONE | PC | CHARITABLE GIFT | $3,314 |
| HOPE 4 YOUTH | |||||||
| 2665 4TH AVE N | ANOKA | MN | 55303 | NONE | PC | CHARITABLE GIFT | $100 |
| HUMOR TO FIGHT THE TUMOR | |||||||
| 8550 W BRYN MAWR AVE 550 | CHICAGO | IL | 60631 | NONE | PC | CHARITABLE GIFT | $5,000 |
| I-94W CHAMBER OF COMMERCE | |||||||
| 21310 JOHN MILLESS DR C | ROGERS | MN | 55374 | NONE | PC | CHARITABLE GIFT | $1,500 |
| ISRAEL FOOD SHELF DONATION | |||||||
| 5902 GOLDEN VALLEY RD | GOLDEN VALLEY | MN | 55422 | NONE | PC | CHARITABLE GIFT | $20,000 |
| JUNIOR ACHIEVEMENT OF TWIN CITIES | |||||||
| 1745 UNIVERSITY AVE W | ST PAUL | MN | 55104 | NONE | PC | CHARITABLE GIFT | $25,000 |
| JUNIOR ACHIEVEMENT OF WISCONSIN | |||||||
| 11111 W LIBERTY DR | MILWAUKEE | WI | 53224 | NONE | PC | CHARITABLE GIFT | $15,000 |
| KEVIN BAME | |||||||
| 900 MENDELSSOHN AVE N | GOLDEN VALLEY | MN | 55427 | NONE | PC | CHARITABLE GIFT | $151 |
| KDT BOOSTER CLUB | |||||||
| 2719 PATTON ROAD | ROSEVILLE | MN | 55113 | NONE | PC | CHARITABLE GIFT | $520 |
| KORTNIS PATH | |||||||
| PO BOX 13 | CARLOS | MN | 56319 | NONE | PC | CHARITABLE GIFT | $2,050 |
| LAD LAKE | |||||||
| W350S1401 WATERVILLE RD | DOUSMAN | WI | 53118 | NONE | PC | CHARITABLE GIFT | $100 |
| LAND STEWARDSHIP PROJECT | |||||||
| 6235 20TH ST SW | ROCHESTER | MN | 55920 | NONE | PC | CHARITABLE GIFT | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DR | RYE BROOK | NY | 10573 | NONE | PC | CHARITABLE GIFT | $22,700 |
| LOVE FOR LUCY | |||||||
| 7685 URBANDALE LN N | MAPLE GROVE | MN | 55311 | NONE | PC | CHARITABLE GIFT | $2,500 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1919 UNIVERSITY AVE W STE 415 | SAINT PAUL | MN | 55104 | NONE | PC | CHARITABLE GIFT | $7,500 |
| MANSFIELD CARES INC | |||||||
| 1025 AIRPORT PARKWAY SW | GAINESVILLE | GA | 30501 | NONE | PC | CHARITABLE GIFT | $3,800 |
| MATTER | |||||||
| 7005 OXFORD ST | ST LOUIS PARK | MN | 55426 | NONE | PC | CHARITABLE GIFT | $14,560 |
| METHODIST HOME FOR CHILDREN & YOUTH | |||||||
| 304 PIERCE AVE | MACON | GA | 31204 | NONE | PC | CHARITABLE GIFT | $1,000 |
| MIDDLE GEORGIA COMMUNITY FOOD BANK | |||||||
| 4490 OCMULGEE EAST BLVD | MACON | GA | 31217 | NONE | PC | CHARITABLE GIFT | $500 |
| MIDWEST ANIMAL RESCUE & SERVICES | |||||||
| PO BOX 290073 | BROOKLYN PARK | MN | 55429 | NONE | PC | CHARITABLE GIFT | $260 |
| MIKE SYLVA INTERNATIONAL | |||||||
| 1500 NW 167TH PL | BEAVERTON | OR | 97006 | NONE | PC | CHARITABLE GIFT | $15,000 |
| MINNESOTA TEEN CHALLENGE | |||||||
| 740 E 24TH ST | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE GIFT | $11,700 |
| MN OVARIAN CANCER ALLIANCE INC | |||||||
| 4604 CHICAGO AVE | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE GIFT | $100 |
| MONTICELLO HIGH SCHOOL | |||||||
| 5225 SCHOOL BLVD | MONTICELLO | MN | 55362 | NONE | PC | CHARITABLE GIFT | $1,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 4400 COLDWATER CANYON AVE SUITE 300 | STUDIO CITY | CA | 91604 | NONE | PC | CHARITABLE GIFT | $100 |
| NATIONAL CHRISTIAN FOUNDATION TWIN CITIES | |||||||
| 7701 FRANCE AVE S STE 360 | EDINA | MN | 55435 | NONE | PC | CHARITABLE GIFT | $5,200 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 200 12TH AVENUE SOUTH | MINNEAPOLIS | MN | 55415 | NONE | PC | CHARITABLE GIFT | $13,732 |
| NER | |||||||
| 2539 E COUNTY RD E | WHITE BEAR LAKE | MN | 55110 | NONE | PC | CHARITABLE GIFT | $1,560 |
| NORTH WRIGHT COUNTY RIVERHAWKS BOOSTER CLUB | |||||||
| PO BOX 285 | ALBERTVILLE | MN | 55301 | NONE | PC | CHARITABLE GIFT | $550 |
| PREBORN | |||||||
| 4333 W 71ST ST | INDIANAPOLIS | IN | 46268 | NONE | PC | CHARITABLE GIFT | $100 |
| PRESBYTERIAN HOMES & SERVICES | |||||||
| 6307 BURNHAM CIR | INVER GROVE HEIGHTS | MN | 55076 | NONE | PC | CHARITABLE GIFT | $1,300 |
| PROJECT GOT YOUR BACK | |||||||
| 1650 WEST 82ND ST 850 | MINNEAPOLIS | MN | 55431 | NONE | PC | CHARITABLE GIFT | $3,000 |
| PROVIDENCE HOUSE | |||||||
| 2050 W 32ND ST | CLEVELAND | OH | 44113 | NONE | PC | CHARITABLE GIFT | $100 |
| PROVISION BRIDGE | |||||||
| PO BOX 157 | TALLULAH FALLS | GA | 30573 | NONE | PC | CHARITABLE GIFT | $26,781 |
| RACHEL FOUNDATION | |||||||
| 4180 NAPIER COURT NE | ST MICHAE | MN | 55376 | NONE | PC | CHARITABLE GIFT | $2,000 |
| RIVERSIDE CHURCH | |||||||
| 490 RIVERSIDE DR | MANHATTAN | NY | 10008 | NONE | PC | CHARITABLE GIFT | $60,000 |
| ROBBINSDALE SPANISH IMMERSION SCHOOL PTO | |||||||
| 8808 MEDICINE LAKE RD | NEW HOPE | MN | 55427 | NONE | PC | CHARITABLE GIFT | $260 |
| RONALD MCDONALD HOUSE - UPPER MIDWEST | |||||||
| 818 FULLON ST SE | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE GIFT | $2,000 |
| RUFF START RESCUE | |||||||
| PO BOX 129 | PRINCETON | MN | 55371 | NONE | PC | CHARITABLE GIFT | $100 |
| SACRED JOURNEY ACADEMY | |||||||
| PO BOX 1411 | ALEXANDRIA | MN | 56308 | NONE | PC | CHARITABLE GIFT | $5,000 |
| SAMARATIN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | CHARITABLE GIFT | $100 |
| SALVATION ARMY OF SHREVEPORT | |||||||
| 147 E STONER AVE | SHREVEPORT | LA | 71101 | NONE | PC | CHARITABLE GIFT | $500 |
| SCENIC MONTANA TRAILS | |||||||
| 960 WHITETAIL DR | SEELEY LAKE | MT | 59868 | NONE | PC | CHARITABLE GIFT | $20,000 |
| SCI WI CHAPTER | |||||||
| 7841 W APPLETON AVE | MILEWAUKEE | WI | 53218 | NONE | PC | CHARITABLE GIFT | $2,800 |
| SCHIMMY SCRAMBLE | |||||||
| 255 W MAIN ST | WACONIA | MN | 55387 | NONE | PC | CHARITABLE GIFT | $500 |
| SECOND HAND HOUNDS | |||||||
| 5959 BAKER ROAD SUITE 390 | MINNETONKA | MN | 55345 | NONE | PC | CHARITABLE GIFT | $200 |
| SEPO ZAMBIA INC | |||||||
| 1776 GRABER ST | OSHKOSH | WI | 54901 | NONE | PC | CHARITABLE GIFT | $5,720 |
| SHAMINEAU MINISTRIES | |||||||
| 2345 RIDGE RD | MOTLEY | MN | 56466 | NONE | PC | CHARITABLE GIFT | $1,300 |
| SOCIAL VENTURE PARTNERS OF MN | |||||||
| 14451 HIGHWAY 7 | MINNETONKA | MN | 55345 | NONE | PC | CHARITABLE GIFT | $2,600 |
| SOJOURNER FAMILY PEACE CENTER | |||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 53212 | NONE | PC | CHARITABLE GIFT | $1,560 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | NONE | PC | CHARITABLE GIFT | $205 |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | |||||||
| 5353 WAYZATA BLVD 500 | ST LOUIS PARK | MN | 55416 | NONE | PC | CHARITABLE GIFT | $6,450 |
| ST MARY'S CATHOLIC SCHOOLS | |||||||
| 1050 ZEPHYR DR | NEENAH | WI | 54956 | NONE | PC | CHARITABLE GIFT | $10,000 |
| ST TIMOTHY'S CATHOLIC SCHOOL | |||||||
| 215 DIVISION ST E | MAPLE LAKE | MN | 55358 | NONE | PC | CHARITABLE GIFT | $1,000 |
| STMA YOUTH HOCKEY ASSOCIATION INC | |||||||
| PO BOX 134 | ST MICHAEL | MN | 55376 | NONE | PC | CHARITABLE GIFT | $500 |
| STS JOACHIM AND ANN CARE SERVICE | |||||||
| 4116 MCCLAY RD | SAINT CHARLES | MT | 63304 | NONE | PC | CHARITABLE GIFT | $500 |
| THE MACC FUND | |||||||
| 10000 W INNOVATION DR 135 | MILWAUKEE | WI | 53226 | NONE | PC | CHARITABLE GIFT | $7,860 |
| THE METHODIST HOME FOR CHILDREN & YOUTH | |||||||
| 304 PIERCE AVE | MACON | GA | 31204 | NONE | PC | CHARITABLE GIFT | $2,500 |
| THE SALVATION ARMY BOYS & GIRLS CLUBS | |||||||
| 115 1ST AVE NE | ROCHESTER | MN | 55906 | NONE | PC | CHARITABLE GIFT | $2,500 |
| TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 221721776 | NONE | PC | CHARITABLE GIFT | $2,724 |
| TRACY AREA ANIMAL RESCUE | |||||||
| 4 CHERYL AVE | STAYTON | MN | 56172 | NONE | PC | CHARITABLE GIFT | $1,300 |
| TRIPLE H MINIATURE HORSE RESCUE | |||||||
| 4747 2ND AVE | MANDAN | ND | 58554 | NONE | PC | CHARITABLE GIFT | $1,560 |
| VENTURE | |||||||
| 511 E TRAVELERS TRAIN | BURNSVILLE | MN | 55337 | NONE | PC | CHARITABLE GIFT | $1,300 |
| ULINE | |||||||
| 3325 HEISER ST | HUDSON | WI | 54016 | NONE | PC | CHARITABLE GIFT | -$1,947 |
| WILD AND FREE WILDLIFE PROGRAM | |||||||
| PO BOX 241 | GARRISON | MN | 56450 | NONE | PC | CHARITABLE GIFT | $1,300 |
| WILDERNESS INQUIRY INC | |||||||
| 807 14TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE GIFT | $5,000 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | NONE | PC | CHARITABLE GIFT | $520 |
| WISCONSIN AUTOMOTIVE & TRUCK EDUCATION ASSOCIATION | |||||||
| 617 FOREST ST | WAUSAU | WI | 55403 | NONE | PC | CHARITABLE GIFT | $1,300 |
| WISCONSIN LIONS FOUNDATION | |||||||
| 3834 COUNTY ROAD A | ROSHOLT | WI | 54473 | NONE | PC | CHARITABLE GIFT | $1,040 |
| FIREFIGHTERS FOR HEALING | |||||||
| PO BOX 374 | CHAMPLIN | MN | 55316 | NONE | PC | CHARITABLE GIFT | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $694,508 | 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 | $309 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,567 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,100 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,100 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LUBRICATION TECHNOLOGIES INC | ||||||
| 1 | 900 MENDELSSOHN AVENUE NORTH | GOLDEN VALLEY | MN | 55427 | $857,090 | Yes (X) |
| CHRSITIAN NIELSON | ||||||
| 2 | 9899 AETNA AVE N | MONTICELLO | MN | 55362 | $5,000 | Yes (X) |
| ERIC BAKER | ||||||
| 3 | 4020 STONE POINT DR NE | ROCHESTER | MN | 55906 | $5,000 | Yes (X) |
| MCBRIDE INC | ||||||
| 4 | 4333 340TH ST | STACY | MN | 55079 | $9,000 | Yes (X) |
| MOTOREX | ||||||
| 5 | 900 MENDELSSOHN AVE N | GOLDEN VALLEY | MN | 55427 | $20,000 | Yes (X) |
| ROSE PAVING LLC | ||||||
| 6 | 7300 W 100TH PL | BRIDGEVIEW | IL | 60455 | $7,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMBAC FINL GROUP INC COM NEW | $4,560 | $4,944 |
| AQUABOUNTY TECHNOLOGIES INC | $11,800 | $285 |
| CANFOR CORP CAD | $4,297 | $4,044 |
| CISCO SYSTEMS INC | $5,474 | $12,630 |
| DEVON ENERGY CORP NEW | $31,913 | $22,650 |
| JPM INVEST GRWTH FD - CL I | $395,804 | $430,798 |
| JEFFERIES FINL GROUP, INC | $18,207 | $28,287 |
| SEARS HOLDINGS CORP | $4,124 | $0 |
| SUPERIOR INDUS INTL | $19,550 | $3,200 |
| SWEETGREEN INC | $14,209 | $11,300 |
| TIDEWATER INC NEW COM | $22,190 | $79,321 |
| VITESSE ENERGY INC. | $843 | $1,795 |
| WEYERHAEUSER CO | $14,504 | $17,385 |
| FIDELITY 500 INDEX-INST PRM | $135,886 | $146,987 |
| FINANCIAL SELECT SECTOR SPDR | $15,120 | $16,582 |
| SIX CIRCLE MGD EQ US UNCON | $194,507 | $201,294 |
| ISHARES CORE S&P MIDCAP ETF | $9,391 | $10,809 |
| FIDELITY INTL INDX-INST PRM | $12,771 | $13,231 |
| JP MORGAN BETABUILDERS CANADA | $13,743 | $13,593 |
| SIX CIRCLE MGD EQ INTL UNCON | $94,263 | $94,582 |
| JP MORGAN BETABUILDERS EUROPE ETF | $5,220 | $5,376 |
| JP MORGAN BETABUILDERS JAPAN ETF | $23,186 | $21,796 |
| JPM BTABLDRS DEV ASIA X-JPN | $10,976 | $9,308 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST EAGLE GLOBAL FUNDS CLASS I | AT COST | $37,078 | $42,237 |
| FPA CRESCENT FUND | AT COST | $44,239 | $51,215 |
| JP MORGAN LARGE CAP GROWTH FUND CLASS I | AT COST | $22,315 | $35,438 |
| OAKMARK FUND CLASS I | AT COST | $29,737 | $55,876 |
| OAKMARK INTL FUND CLAS I | AT COST | $47,478 | $51,379 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $351 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,093 | $0 | $1,093 |
| TROOP CARE PACKAGE SUPPLIES & POSTAGE | $51,590 | $0 | $51,590 |
| DUES AND SUBSCRIPTIONS | $2,868 | $0 | $2,868 |
| OFFICE EXPENSES | $712 | $0 | $712 |
| EVENT COSTS | $2,595 | $0 | $2,595 |
| MARKETING | $265 | $0 | $265 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $7,716 | $7,716 | $0 |
| PROFESSIONAL FEES | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $492 | Amt |
| Net Investment Income | $492 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments