WINGS CREDIT UNION FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WINGS CREDIT UNION FOUNDATION (EIN 41-1929671)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349102731
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:22:23-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2689 COMMERCE DRIVE NW SUITE 201 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | 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 | 411929671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINGS FINANCIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WING | BusinessNameControlTxt |
| Phone | 9529978000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14985 GLAZIER AVENUE | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WAGNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9529978000 | PhoneNum |
| Signature | 2024-11-06 | 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 | KATHERINE LUTZKE CPA | PreparerPersonNm |
| PTIN | P01760889 | PTIN |
| Phone | 5072802300 | PhoneNum |
| Preparation | 2024-10-30 | 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 | $4,313,994 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $220,214 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50,436 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,436 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $390,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,523 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $79,876 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $512,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,752 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $233,863 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $233,863 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,618 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,618 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,931 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,465 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,466 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,912 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,134 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,567 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,736 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,868 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $224,454 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $218,950 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $516,648 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $492,244 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $636,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $604,264 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $208,287 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,210,740 | CashBOYAmt |
| Cash EOY | $155,597 | CashEOYAmt |
| Cash EOYFMV | $155,597 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $235,695 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $944,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $944,804 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $67,160 | AcctRcvblAmt |
| Acct Rcvbl EOY | $67,160 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $67,160 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $9,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,041,305 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,082,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,082,720 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,650,960 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,054,713 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,054,713 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,138,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,313,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,313,994 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $14,504 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,504 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,963,447 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,124,237 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $175,253 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $175,253 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,138,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,299,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,138,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,313,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,138,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,826 | ExcessRevenueOverExpensesAmt |
| Other Increases | $284,616 | OtherIncreasesAmt |
| Subtotal | $4,299,490 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,299,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BOSTON TRUST MIDCAP FUND BTMFX | P | 2023-10-30 | $1,629 | $1,536 | $93 | $93 |
| ISHARES INC MSCO JPNETF NEW, EWJ | P | 2023-11-14 | $15,468 | $16,000 | -$532 | -$532 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND, VBK | P | 2023-11-14 | $37,340 | $40,000 | -$2,660 | -$2,660 |
| INVESCO EXCHANGE TRADED FD TR GBL LISTED, PSP | P | 2023-07-17 | $15 | $15 | $0 | $0 |
| BOSTON TRUST MIDCAP FUND BTMFX | P | 2023-10-30 | $35,754 | $33,723 | $2,031 | $2,031 |
| FIDELITY LARGE CAP GROWTH INDEX FUND, FSPGX | P | 2023-06-15 | $32,000 | $21,018 | $10,982 | $10,982 |
| INVESCO EXCHANGE TRADED FD TR GBL LISTED, PSP | P | 2023-07-17 | $26 | $30 | -$4 | -$4 |
| INVESCO EXCHANGE TRADED FD TR WATER RES, PHO | P | 2023-06-15 | $46,799 | $30,994 | $15,805 | $15,805 |
| ISHARES INC MSCO JPNETF NEW, EWJ | P | 2023-11-14 | $40,954 | $39,951 | $1,003 | $1,003 |
| ISHARES S&P 500 INDEX INVESTOR A, BSPAX | P | 2023-06-15 | $32,000 | $23,547 | $8,453 | $8,453 |
| NORTHERN LTX FD TR IV FRMLAFLIO TACT LI | P | 2023-10-17 | $59,111 | $64,990 | -$5,879 | -$5,879 |
| PARAMETRIC COMMODITYSTRATEGIC CL A, EAPCX | P | 2023-06-15 | $32,000 | $28,105 | $3,895 | $3,895 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND, VBK | P | 2023-11-14 | $48,479 | $45,008 | $3,471 | $3,471 |
| CAPITAL GAINS DIVIDENDS | P | $8,865 | $8,865 | $8,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,523 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,756 | 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 | $1,756 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,139 | 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 | HTTPS://WWW.WINGSFINANCIAL.COM/FOUNDATION | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT KUHLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9529978000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14985 GLAZIER AVENUE | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55124 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN WAGNER | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| NORMAN CREVELING | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| VIKRAM ISRANI | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | TREASURER | 0.50 | $0 | $0 | $0 |
| GREG HIGGINS | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | SECRETARY | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA OLSON | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | EDUCATION & YOUTH PR | 28.00 | $86,748 | $4,363 | $0 |
| JARED LITTLE | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | EDUCATION SPECIALIST | 34.00 | $69,159 | $3,609 | $0 |
| JODI SLAIS | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | EDUCATION SPECIALIST | 33.00 | $61,890 | $3,228 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $2,929,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,258,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,187,582 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,187,582 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,814 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,124,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,895 | TotalTaxAmt |
| Distributable Before Adj | $203,343 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $203,343 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $203,343 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $604,264 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $604,264 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,343 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $233,758 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $492,936 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $370,122 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $261,442 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $375,136 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,733,394 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $604,264 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $203,343 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $400,921 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,134,315 | 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 | $233,758 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,900,557 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $492,936 | ExcessFromYear4Amt |
| Excess From Year3 | $370,122 | ExcessFromYear3Amt |
| Excess From Year2 | $261,442 | ExcessFromYear2Amt |
| Excess From Year1 | $375,136 | ExcessFromYear1Amt |
| Excess From Current Year | $400,921 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR JOHN J WAGNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14985 GLAZIER AVENUE | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9529978000 | RecipientPhoneNum |
| Form And Info And Materials | FOUNDATION APPLICATION REQUESTS ORGANIZATION DATE, PRIMARY CONTACT PERSON, PROJECT DESCRIPTION OF FINANCIAL INFORMATION, CHILD AND YOUTH EDUCATION PROJECTS GIVEN PRIORITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE GIVEN TO YOUTH EDUCATIONAL PROGRAMS THAT EXHIBIT INNOVATION, COOPERATIVE EFFORTS THAT LEVERAGE FUNDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 360 COMMUNITIES | |||||||||||
| 501 E HWY 13 STE 102 | BURNSVILLE | MN | 55337 | PC | FIRE & ICE GALA, GOLF SPONSORSHIP, LEWIS HOUSE | $7,500 | |||||
| CU FINANCIAL EDUCATION NETWORK | |||||||||||
| 840 WESTMINSTER ST | ST PAUL | MN | 55130 | PC | DONATION - FINANCIAL EDUCATION | $6,000 | |||||
| BESTPREP | |||||||||||
| 7100 NORTHLAND CIRCLE N STE 306 | BROOKLYN PARK | MN | 55428 | PC | BESTPREP MN BUSINESS VENTURES | $3,600 | |||||
| BESTPREP | |||||||||||
| 7100 NORTHLAND CIRCLE N STE 306 | BROOKLYN PARK | MN | 55428 | PC | BESTPREP - EDUCATIONAL FORUM TABLE SPONSORSHIP | $2,600 | |||||
| BESTPREP | |||||||||||
| 7100 NORTHLAND CIRCLE N STE 306 | BROOKLYN PARK | MN | 55428 | PC | BESTPREP ANNUAL LUNCHEON SPONSORSHIP | $3,500 | |||||
| ASPIREMN | |||||||||||
| 1919 UNIVERSITY AVE W STE 450 | ST PAUL | MN | 55104 | PC | YOUTH WORK GRASSROOTS SPONSOR | $250 | |||||
| AFFINITY PLUS FOUNDATION | |||||||||||
| 175 W LAFAYETTE FRONTAGE RD | ST PAUL | MN | 55107 | PF | SPONSORSHIP FUNDRAISER | $6,000 | |||||
| KIDS IN NEED FOUNDATION | |||||||||||
| 2719 PATTON ROAD | ROSEVILLE | MN | 55113 | PC | 2023 THANKS A MILLION SPONSOR | $5,000 | |||||
| WINGS FOR WIDOWS | |||||||||||
| 290 PEAVEY RD | WAYZATA | MN | 55391 | PC | PRESENTING SPONSOR FUNDRAISER | $5,000 | |||||
| DAKOTA COUNTY TECHNICAL COLLEGE | |||||||||||
| 1300 145TH ST E | ROSEMOUNT | MN | 55068 | GOV | INNOVATOR SPONSOR | $2,500 | |||||
| EDINA CHAMBER OF COMMERCE | |||||||||||
| 3300 EDINBOROUGH WAY STE 650 | EDINA | MN | 55435 | NC | EDINA SHARK TANK 2023 SCHOOLS FUNDRAISER | $1,000 | |||||
| HIWAY CREDIT UNION FOUNDATION | |||||||||||
| 840 WESTMINSTER STREET | ST PAUL | MN | 55130 | PC | SPONSORSHIP ANNUAL FUNDRAISER | $5,000 | |||||
| EUGENE FIELD PTA | |||||||||||
| 4645 4TH AVE S | MINNEAPOLIS | MD | 55419 | GOV | NEW PLAYGROUND | $1,200 | |||||
| MINNESOTA CREDIT UNION NETWORK FOUNDATION | |||||||||||
| 555 WABASHA STREET NORTH | ST PAUL | MN | 55102 | PC | SCHOLARSHIP COUNCIL DICE & ICE SPONSORSHIP | $920 | |||||
| COUNTRYSIDE ELEMENTARY SCHOOL | |||||||||||
| 5701 BENTON AVE S | EDINA | MN | 55436 | GOV | UPDATED ADA PLAYGROUND EQUIPT | $1,000 | |||||
| INVER HILLS COMMUNITY COLLEGE | |||||||||||
| 2500 EAST 80TH STREET | INVER GROVE HEIGHTS | MN | 55076 | GOV | COLLABORATIVE SPONSOR | $1,000 | |||||
| IND SCHOOL DIST 196 - WESTVIEW ELEMENTARY | |||||||||||
| 3455 153RD ST W | ROSEMOUNT | MN | 55068 | GOV | EDUCATION NEEDS | $1,000 | |||||
| TWIN CITIES HABITAT FOR HUMANITY | |||||||||||
| 1954 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55104 | PC | WINGS BUILDER SPONSORSHIP | $7,200 | |||||
| TOPLINE CREDIT UNION FOUNDATION | |||||||||||
| 9353 JEFFERSON HWY | MAPLE GROVE | MN | 55369 | PC | CHARITABLE CONTRIBUTIONS LAWN BOWLING | $2,500 | |||||
| MINNCO FOUNDATION | |||||||||||
| 236 2ND AVE SW | CAMBRIDGE | MN | 55008 | PF | SPONSORSHIP FUNDRAISER | $2,000 | |||||
| THE OPEN DOOR | |||||||||||
| 3000 AMES CROSSING RD STE 100 | EAGAN | MN | 55121 | PC | THE OPEN DOOR - CONF ROOM 10YR SPONSOR 2023-33 | $1,000 | |||||
| THE MINNEAPOLIS FOUNDATION | |||||||||||
| 80 S 8TH ST STE 800 | MINNEAPOLIS | MN | 55402 | PC | HOPE FUND | $5,000 | |||||
| SPARK | |||||||||||
| 1201 12TH ST SW SUITE 632 | ROCHESTER | MN | 55902 | PC | SPARK - GREAT CARDBOARD SLED RACE | $2,500 | |||||
| PARK NICOLLET FOUNDATION | |||||||||||
| 6500 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55426 | PC | MYASTHENIA GRAVIS AND MDA CLIN | $2,000 | |||||
| MY CREDIT UNION COMMUNITY FOUNDATION | |||||||||||
| 9550 LYNDALE AVENUE S | BLOOMINGTON | MN | 55420 | PC | SPONSORSHIP FUNDRAISER | $5,000 | |||||
| MN CU FOUNDATION | |||||||||||
| 1400 RIVERWOOD DRIVE | BURNSVILLE | MN | 55337 | PC | SPONSORSHIP CU FOR KIDS FUNDRAISER | $3,650 | |||||
| IND SCHOOL DIST 196 | |||||||||||
| 3455 153RD ST W | ROSEMOUNT | MN | 55068 | GOV | EDUCATION NEEDS | $100 | |||||
| ST LOUIS UNIVERSITY - SCHOLARSHIP - | |||||||||||
| 1402 S GRAND BLVD | ST LOUIS | MO | 63104 | I | SCHOLARSHIP | $1,000 | NONE | ||||
| EVCF - SCHOLARSHIP - KAITLYN MELLO | |||||||||||
| PO BOX 240905 | APPLE VALLEY | MN | 55124 | I | SCHOLARSHIP | $1,000 | NONE | ||||
| METROPOLITAN STATE UNIVERSITY - SCH | |||||||||||
| 700 E 7TH ST | ST PAUL | MN | 55106 | I | SCHOLARSHIP | $5,000 | NONE | ||||
| TRUSTEES OF THE UNIVERSITY PEN - SC | |||||||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | I | SCHOLARSHIP | $5,000 | NONE | ||||
| UNIVERSITY OF WISCONSIN - MADI - SC | |||||||||||
| 333 E CAMPUS MALL 10501 | MADISON | WI | 53715 | I | SCHOLARSHIP | $5,000 | NONE | ||||
| UNIVERSITY OF WISCONSIN - MADI - SC | |||||||||||
| 333 E CAMPUS MALL 10501 | MADISON | WI | 53715 | I | SCHOLARSHIP | $1,000 | NONE | ||||
| UNIVERSITY OF WISCONSIN - EAU - SCH | |||||||||||
| 105 GARFIELD AVE | EAU CLAIRE | WI | 54701 | I | SCHOLARSHIP | $5,000 | NONE | ||||
| UNIVERSITY OF MINNESOTA TWIN - MARI | |||||||||||
| 106 PLEASANT ST SE | MINNEAPOLIS | MN | 55455 | I | SCHOLARSHIP | $2,000 | NONE | ||||
| UNIVERSITY OF MICHIGAN - SCHOLARSHI | |||||||||||
| 515 E JEFFERSON ST 2500 | ANN ARBOR | MI | 48109 | I | SCHOLARSHIP | $5,000 | NONE | ||||
| UC REGENTS - SCHOLARSHIP - SARAH YA | |||||||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | I | SCHOLARSHIP | $2,000 | NONE | ||||
| OREGON STATE UNIVERSITY - SCHOLARSH | |||||||||||
| PO BOX 1086 | CORVALLIS | OR | 97339 | I | SCHOLARSHIP | $1,000 | NONE | ||||
| MIAMI UNIVERSITY BURSAR OFFICE - SC | |||||||||||
| 301 S CAMPUS AVE | OXFORD | OH | 45056 | I | SCHOLARSHIP | $1,000 | NONE | ||||
| NORWICH UNIVERSITY OF THE ARTS - SC | |||||||||||
| I | SCHOLARSHIP | $2,000 | NONE | FRANCIS HOUSE 3-7 REDWELL ST | NORWICH | NORFOLK | UK | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,020 | 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 | $50,436 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,793 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,523 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISER - GOLF TOURNAMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $79,876 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $292,628 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $292,628 | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINGS FINANCIAL CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(14) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (19 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AFFINITY PLUS FEDERAL CREDIT UNION | ||||||
| 1 | 175 W LAFAYETTE FRONTAGE RD | ST PAUL | MN | 55107 | $10,500 | Yes (X) |
| AMERIPRISE FINANCIAL SERVICES | ||||||
| 2 | 245 AMERIPRISE FINANCIAL CENTER | MINNEAPOLIS | MN | 55474 | $5,500 | Yes (X) |
| ANDERSON CC | ||||||
| 3 | 5280 W 74TH ST | EDINA | MN | 55439 | $15,000 | Yes (X) |
| BANZAI INC | ||||||
| 4 | 2230 NORTH UNIVERSITY PKWY 14 | PROVO | UT | 84606 | $5,500 | Yes (X) |
| CLARITY COVERDALE FURY | ||||||
| 5 | 121 S 8TH ST STE 1050 | MINNEAPOLIS | MN | 55402 | $5,500 | Yes (X) |
| TRUSTAGE | ||||||
| 6 | 5910 MINERAL PT RD | MADISON | WI | 53701 | $7,000 | Yes (X) |
| EXPERIAN | ||||||
| 7 | 475 ANTON BLVD | COSTA MESA | CA | 92626 | $7,000 | Yes (X) |
| GDO LAW | ||||||
| 8 | 4770 WHITE BEAR PKWY | WHITE BEAR LAKE | MN | 55110 | $5,500 | Yes (X) |
| GALLAGHER BASSET SERVICES INC | ||||||
| 9 | 2850 GOLF ROAD | ROLLING MEADOWS | IL | 60048 | $5,500 | Yes (X) |
| FRAUENSHUH INC | ||||||
| 10 | 7101 W 78TH ST | MINNEAPOLIS | MN | 55439 | $5,500 | Yes (X) |
| HARLAND CLARKE | ||||||
| 11 | 15955 LA CENTERA PKWY | SAN ANTONIO | TX | 78256 | $10,000 | Yes (X) |
| ISPACE ENVIRONMENTS | ||||||
| 12 | 811 GLENWOOD AVE | MINNEAPOLIS | MN | 55405 | $7,000 | Yes (X) |
| LAND TITLE | ||||||
| 13 | 15025 GLAZIER AVE | APPLE VALLEY | MN | 55124 | $8,000 | Yes (X) |
| LEROY SIGNS | ||||||
| 14 | 6325 WELCOME AVE N | BROOKLYN PARK | MN | 55429 | $7,000 | Yes (X) |
| POPE DESIGN | ||||||
| 15 | 767 N EUSTIS ST SUITE 190 | ST PAUL | MN | 55114 | $10,000 | Yes (X) |
| PSCU | ||||||
| 16 | 560 CARILLON PKWY | ST PETERSBURG | FL | 33716 | $30,000 | Yes (X) |
| ROBERT W BAIRD | ||||||
| 17 | 777 EAST WISCONSIN AVE | MILWAUKEE | WI | 53202 | $5,501 | Yes (X) |
| VISA USA | ||||||
| 18 | 900 METRO CENTER BLVD | FOSTER CITY | CA | 94404 | $5,000 | Yes (X) |
| WINGS FINANCIAL CREDIT UNION | ||||||
| 19 | 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | $5,501 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,931 | Amt |
| Net Investment Income | $4,465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,466 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AFFINITY PLUS FOUNDATION | |||||||||||
| 175 WEST LAFAYETTE FRONTAGE ROAD | ST PAUL | MN | 55107 | 2023-08-29 | $6,000 | DUELING FOR DREAMS FUNDRAISER TO HELP END CYCLES OF FINANCIAL INEQUITY THROUGH LIFE-CHANGING PROGRAMMING. | $6,000 | NONE | 12/21/23 | 2023-12-21 | ENSURED GRANT WAS USED FOR FINANCIAL ASSISTANCE PURPOSES AS OF DECEMBER 21, 2023 AS OUTLINED IN THE GRANT APPLICATION. |
| MINNCO CREDIT UNION FOUNDATION | |||||||||||
| 235 W 1ST AVE | CAMBRIDGE | MN | 55008 | 2023-03-31 | $2,000 | FUNDRAISER TO SUPPORT FINANCIAL LITERACY AND EDUCATIONAL PROGRAMMING. | $2,000 | NONE | 12/26/23 | 2023-12-26 | ENSURED GRANT WAS USED FOR FINANCIAL LITERACY AND EDUCATIONAL PURPOSES AS OF DECEMBER 26, 2023 AS OUTLINED IN THE GRANT APPLICATION. |
| EDINA CHAMBER OF COMMERCE | |||||||||||
| 7201 METRO BLVD STE 520 | EDINA | MN | 55439 | 2023-04-12 | $1,000 | FUNDRAISER TO ADVANCE THE GENERAL WELFARE AND PROSPERITY OF EDINA, MINNESOTA. | $1,000 | NONE | 12/31/23 | 2023-12-31 | ENSURED GRANT WAS USED FOR PURPOSES STATED FOR THE EDINA SHARK TANK EVENT, WHICH SUPPORTS THE UPCOMING GENERATION OF EDINA STUDENTS WHO WILL SOON MAKE VALUABLE CONTRIBUTIONS TO THE BUSINESS COMMUNITY OF EDINA. VERIFIED PRECEDING AS OF DECEMBER 31, 2023. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AOR | $104,678 | $104,678 |
| BKF | $31,626 | $31,626 |
| BNDX | $72,802 | $72,802 |
| FSD | $82,244 | $82,244 |
| GMOM | $43,297 | $43,297 |
| GNR | $50,305 | $50,305 |
| GOVT | $66,424 | $66,424 |
| IAGG | $69,421 | $69,421 |
| IGE | $55,013 | $55,013 |
| PHO | $51,366 | $51,366 |
| PSP | $101,137 | $101,137 |
| QQQ | $102,380 | $102,380 |
| REM | $54,596 | $54,596 |
| RWX | $26,744 | $26,744 |
| VGK | $85,136 | $85,136 |
| VNQ | $85,551 | $85,551 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BGCAX | FMV | $53,963 | $53,963 |
| BSPAX | FMV | $116,746 | $116,746 |
| CALF | FMV | $96,372 | $96,372 |
| CHGX | FMV | $62,483 | $62,483 |
| CTFAX | FMV | $90,987 | $90,987 |
| DLCMX | FMV | $103,361 | $103,361 |
| DXJ | FMV | $54,133 | $54,133 |
| EAPCX | FMV | $48,488 | $48,488 |
| FAGIX | FMV | $112,971 | $112,971 |
| FBNDX | FMV | $70,678 | $70,678 |
| FHIFX | FMV | $42,873 | $42,873 |
| FLATX | FMV | $53,909 | $53,909 |
| FPURX | FMV | $107,829 | $107,829 |
| FSPGX | FMV | $146,709 | $146,709 |
| FSSMX | FMV | $44,873 | $44,873 |
| GARTX | FMV | $73,777 | $73,777 |
| GOVI | FMV | $61,091 | $61,091 |
| GTRFX | FMV | $75,974 | $75,974 |
| LACFX | FMV | $69,655 | $69,655 |
| LPEFX | FMV | $81,256 | $81,256 |
| MERFX | FMV | $44,255 | $44,255 |
| NWFFX | FMV | $80,265 | $80,265 |
| PBDIX | FMV | $73,173 | $73,173 |
| PRGSX | FMV | $195,971 | $195,971 |
| QGLDX | FMV | $52,122 | $52,122 |
| XMHQ | FMV | $40,799 | $40,799 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,618 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,618 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SPECIAL FUNDRAISING EVENT EXPENSES | $79,876 | $0 | $0 | $79,876 |
| FINANCIAL LITERACY SOFTWARE | $129,101 | $0 | $0 | $129,101 |
| OFFICE OPERATIONS | $2,396 | $0 | $0 | $2,396 |
| COMMUNITY EDUCATION | $4,161 | $0 | $0 | $4,161 |
| ADVERTISING AND PROMOTIONAL | $8,918 | $0 | $0 | $3,414 |
| MISCELLANEOUS EXPENSES | $2 | $0 | $0 | $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISER - GOLF TOURNAMENT | Desc |
| Revenue And Expenses Per Books | $79,876 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $284,616 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER FEES | CategoryTxt |
| Amt | $16,912 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,912 | DisbursementsCharitablePrpsAmt |
Comments