CARLSON FAMILY LIGHTSHIELD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CARLSON FAMILY LIGHTSHIELD FOUNDATION (EIN 83-4534853)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202443169349102954
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T17:01:30-06:00 | 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 | 834534853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON FAMILY LIGHTSHIELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 7632847063 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11591 217TH AVE NW | AddressLine1Txt |
| City | ELK RIVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55330 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER D CARLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7632847063 | PhoneNum |
| Signature | 2024-11-11 | 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 | 2024-11-11 | 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 | $4,790,935 | 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 | $9,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $635 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $635 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,394 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,121,166 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,394 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $189,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,670 | 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 | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,780 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $45 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $45 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,631 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,819 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,987 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,737 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $433,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $387,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$244,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $424,664 | CashBOYAmt |
| Cash EOY | $290,383 | CashEOYAmt |
| Cash EOYFMV | $290,383 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,930,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,500,552 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,500,552 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,355,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,790,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,790,935 | 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 | $4,355,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,790,935 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,355,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,790,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,355,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,790,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,355,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$244,673 | ExcessRevenueOverExpensesAmt |
| Other Increases | $680,422 | OtherIncreasesAmt |
| Subtotal | $4,790,935 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,790,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,121,166 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,026,772 | CostOrOtherBasisAmt |
| Gain Or Loss | $94,394 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $94,394 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,394 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,978 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,978 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,812 | 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 | $8,812 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,834 | OverpaymentAmt |
| Applied To ES Tax | $6,834 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS CARLSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7632847063 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11591 217TH AVE NW | AddressLine1Txt |
| City | ELK RIVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55330 | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER D CARLSON | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBRA L CARLSON | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | VICE PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAYLOR G SCHROER | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW C CARLSON | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | SECRETARY & 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 | $4,051,698 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $376,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,428,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,428,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,362,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,978 | TotalTaxAmt |
| Distributable Before Adj | $216,132 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,132 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,132 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $387,637 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $387,637 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $218,713 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $255,216 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $589,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $387,637 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $171,505 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $761,323 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $761,323 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $218,713 | ExcessFromYear3Amt |
| Excess From Year2 | $255,216 | ExcessFromYear2Amt |
| Excess From Year1 | $115,889 | ExcessFromYear1Amt |
| Excess From Current Year | $171,505 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER D CARLSON | ContributingManagerNm |
| Contributing Manager | DEBRA L CARLSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG LAKE COMMUNITY FOOD SHELF | |||||||
| PO BOX 501 160 LAKE ST NORTH | BIG LAKE | MN | 55309 | NONE | PC | GENERAL SUPPORT | $12,500 |
| CAER FOOD SHELF AKA COMMUNITY AID ELK RIVER | |||||||
| 12621 ELK LAKE ROAD NW | ELK RIVER | MN | 55330 | NONE | PC | KIDZ KITZ | $12,500 |
| GATEWAY CHURCH | |||||||
| 13913 185TH AVE NW | ELK RIVER | MN | 55330 | NONE | PC | GENERAL SUPPORT | $150,000 |
| MN ADULT TEEN CHALLENGE | |||||||
| 740 EAST 24TH STREET | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL SUPPORT, COVID RELIEF & LAKESIDE ENTRY ARCH SUPPORT | $40,000 |
| THUMBS UP HIGH | |||||||
| PO BOX 478 | ELK RIVER | MN | 55330 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN LEGION | |||||||
| 525 RAILROAD DR NW | ELK RIVER | MN | 55330 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ALL NATIONS NEW LIFE | |||||||
| 111 WABASHA AVE NE | WARROAD | MN | 56763 | NONE | PC | GENERAL SUPPORT | $25,000 |
| GUSTAVUS ADOLPHUS COLLEGE | |||||||
| 800 W COLLGE AVE | SAINT PETER | MN | 56082 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CONCORDIA UNIVERSITY | |||||||
| 1282 CONCORDIA AVE | SAINT PAUL | MN | 55104 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TURNING POINT | |||||||
| 1500 GOLDEN VALLET RD | MINNEAPOLIS | MN | 55411 | NONE | PC | GENERAL SUPPORT | $50,000 |
| HUNTER HOULT MEMORIAL FOUNDATION | |||||||
| 20195 GREYSTON AVE N | FOREST LAKE | MN | 55025 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FISHING FOR LIFE | |||||||
| PO BOX 19320 | MINNEAPOLS | MN | 55419 | NONE | PC | GENERAL SUPPORT | $20,000 |
| UNIVERSITY OF ST THOMAS | |||||||
| 2115 SUMMIT AVE | SAINT PAUL | MN | 55105 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ISD | |||||||
| 201 N FOREST AVE | INDEPENDENCE | MO | 64050 | NONE | PC | GENERAL SUPPORT | $3,400 |
| CHRIST CHURCH | |||||||
| 3244 34TH AVENUE SOUTH | MINNEAPOLIS | MN | 55406 | NONE | PC | GENERAL SUPPORT | $500 |
| MIDWEST RIDE IN | |||||||
| 21591 US HWY 169 | ELK RIVER | MN | 55330 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CHILDRENS CANCER RESEARCH FUND | |||||||
| 7301 OHMS LN STE 355 | MINNEAPOLIS | MN | 55439 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ST JUDES | |||||||
| 7301 OHMS LN STE 310 | MINNEAPOLIS | MN | 55439 | NONE | PC | GENERAL SUPPORT | $15,000 |
| HOLLY MOGLER | |||||||
| 20702 WATSON ST NW | ELK RIVER | MN | 55330 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MINNESOTA FCA | |||||||
| 2 PINE TREE DR STE 450 | ARDEN HILLS | MN | 55112 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,900 | 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 | $635 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,641 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,394 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $179,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,670 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENVISION COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11591 217TH AVE NW | AddressLine1Txt |
| City | ELK RIVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (206 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| POLARIS INC | $18,954 | $18,954 |
| AECOM | $30,502 | $30,502 |
| ALEXANDRIA REAL ESTATE | $22,819 | $22,819 |
| AMERICAN WATER WORKS CO INC | $21,118 | $21,118 |
| AMERIPRISE FINANCIAL INC | $26,208 | $26,208 |
| AMETEK INC | $28,196 | $28,196 |
| ANSYS INC | $19,958 | $19,958 |
| AVANTOR INC | $17,693 | $17,693 |
| BJS WHSL CLUB HLDGS | $19,665 | $19,665 |
| BOOZ ALLEN HAMILTON HLDG CORP | $28,268 | $28,268 |
| CENCORA INC | $25,467 | $25,467 |
| CORTEVA INC | $14,088 | $14,088 |
| CURTIS WRIGHT CORP | $30,968 | $30,968 |
| DARDEN RESTAURANTS INC | $22,673 | $22,673 |
| DIAMONDBACK ENERGY INC | $19,695 | $19,695 |
| DISCOVER FINANCIAL SERVICES | $24,054 | $24,054 |
| EPAM SYSTEMS INC | $19,624 | $19,624 |
| FORTINET INC | $16,505 | $16,505 |
| HESS CORP | $17,443 | $17,443 |
| HOULIHAN LOKEY INC | $31,776 | $31,776 |
| IDEXX LABS | $9,436 | $9,436 |
| INGERSOLL RAND INC | $24,671 | $24,671 |
| KEYSIGHT TECHNOLOGIES INC COM | $19,091 | $19,091 |
| LABORATORY CORP AMER HLDGS NEW | $22,956 | $22,956 |
| LPL FINANCIAL HLDGS COM | $7,739 | $7,739 |
| MARTIN MARIETTA MATERIALS INC | $15,466 | $15,466 |
| MC CORMICK & CO | $17,516 | $17,516 |
| MOLINA HEALTHCARE INC | $27,098 | $27,098 |
| ON SEMICONDUCTOR CORP | $9,272 | $9,272 |
| PALO ALTO NETWORKS INC | $23,001 | $23,001 |
| PIONEER NAT RES CO | $11,919 | $11,919 |
| RPM INTL INC (DELA) | $21,321 | $21,321 |
| SERVICE CORP INTL | $21,836 | $21,836 |
| TAKE-TWO INTERACTIVE SOFTWARE | $24,464 | $24,464 |
| TIMKEN CO | $12,824 | $12,824 |
| TRADEWEB MARKETS INC | $25,265 | $25,265 |
| TYLER TECHNOLOGIES INC | $28,432 | $28,432 |
| VAIL RESORTS INC | $17,291 | $17,291 |
| VOYA FINL INC COM | $18,824 | $18,824 |
| YUM! BRANDS INC | $22,735 | $22,735 |
| ABBOTT LABS | $30,269 | $30,269 |
| ABBVIE INC COM | $31,149 | $31,149 |
| ACCENTURE PLC IRELAND CL A | $38,249 | $38,249 |
| AMER ELECTRIC POWER CO | $11,127 | $11,127 |
| ANALOG DEVICES INC | $29,387 | $29,387 |
| AUTOMATIC DATA PROCESSING INC | $21,899 | $21,899 |
| BLACKROCK INC | $26,789 | $26,789 |
| BROADCOM INC | $45,766 | $45,766 |
| CHUBB LTD CHF | $27,120 | $27,120 |
| COCO COLA CO | $28,051 | $28,051 |
| DIAGEO PLC NEW GB SPON ADR | $4,807 | $4,807 |
| EOG RESOURCES INC | $16,086 | $16,086 |
| EXXON MOBIL CORP | $31,994 | $31,994 |
| HOME DEPOT INC | $24,259 | $24,259 |
| HONEYWELL INTL INC | $23,278 | $23,278 |
| JOHNSON & JOHNSON COM | $26,959 | $26,959 |
| JP MORGAN CHASE & CO | $33,510 | $33,510 |
| LINDE PLC EUR | $29,571 | $29,571 |
| MARSH & MCLENNAN COS INC | $21,789 | $21,789 |
| MCDONALDS CORP | $24,907 | $24,907 |
| MICROSOFT CORP | $108,300 | $108,300 |
| MORGAN STANLEY | $23,965 | $23,965 |
| NEXTERA ENERGY INC COM | $18,040 | $18,040 |
| ORACLE CORP | $36,162 | $36,162 |
| PHILLIPS 66 | $14,645 | $14,645 |
| PROCTER & GAMBLE CO | $22,421 | $22,421 |
| PROLOGIS INC COM | $27,726 | $27,726 |
| REPUBLIC SERVICES INC | $15,337 | $15,337 |
| STARBUCKS CORP | $28,707 | $28,707 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $35,152 | $35,152 |
| TRANE TECHNOLOGIES PLC | $8,780 | $8,780 |
| UNION PACIFIC CORP | $26,281 | $26,281 |
| UNITED POSTAL SERVICE | $23,899 | $23,899 |
| UNITED HEALTH GROUP | $34,747 | $34,747 |
| ABBOTT LABS | $13,979 | $13,979 |
| ACCENTURE PLC IRELAND CL A | $24,213 | $24,213 |
| ADVANCED MICRO DEVICES INC | $21,817 | $21,817 |
| ALPHABET INC CL A | $63,699 | $63,699 |
| AMAZON.COM INC | $73,235 | $73,235 |
| AMERICAN TOWER CORP REIT | $20,293 | $20,293 |
| AMERIPRISE FINANCIAL | $14,813 | $14,813 |
| APPLE INC | $65,268 | $65,268 |
| APPLIED MATERIALS INC | $19,286 | $19,286 |
| ASML HLDG NV SPON ADR | $10,597 | $10,597 |
| BOSTON SCIENTIFIC CORP | $14,395 | $14,395 |
| BROADCOM INC | $14,511 | $14,511 |
| CHIPOTLE MEXICAN GRILL INC | $16,009 | $16,009 |
| COCO COLA CO | $19,565 | $19,565 |
| COSTCO WHOLESALE CORP | $20,462 | $20,462 |
| DANAHER CORP | $8,328 | $8,328 |
| HONEYWELL INTL INC | $10,066 | $10,066 |
| INTUIT | $23,126 | $23,126 |
| INTUITIVE SURGICAL INC | $13,832 | $13,832 |
| LILLY ELI & CO | $32,644 | $32,644 |
| MASTERCARD INC CL A | $21,752 | $21,752 |
| META PLATFORMS CL A | $46,015 | $46,015 |
| MICROSOFT CORP | $126,349 | $126,349 |
| NIKE INC CL B | $17,045 | $17,045 |
| O'REILLY AUTOMOTIVE INC | $13,301 | $13,301 |
| PALO ALTO NETWORKS INC | $14,154 | $14,154 |
| PARKER HANNIFIN CORP | $12,900 | $12,900 |
| ROCKWELL AUTOMATION INC NEW | $9,004 | $9,004 |
| S&P GLOBAL INC | $13,656 | $13,656 |
| SALESFORCE.COM INC | $25,525 | $25,525 |
| SCHLUMBERGER LTD NETHERLANDS | $11,605 | $11,605 |
| SHERWIN WILLIAMS CO | $18,714 | $18,714 |
| THERMO FISHER SCIENTIFIC INC | $14,331 | $14,331 |
| TJX COS INC NEW | $21,201 | $21,201 |
| UNION PACIFIC CORP | $17,685 | $17,685 |
| UNITEDHEALTH GROUP INC | $27,903 | $27,903 |
| VISA INC CL A | $33,325 | $33,325 |
| ACUSHNET HLDGS CORP | $43,840 | $43,840 |
| ARTISAN PARTNERS ASSET MGMT INC | $25,271 | $25,271 |
| ASPEN TECHNOLOGY INC DEL | $17,612 | $17,612 |
| ATRION CORP DELA | $4,924 | $4,924 |
| BANCFIRST CORP | $18,298 | $18,298 |
| CLEARWATER ANALYTICS HLDGS INC | $16,925 | $16,925 |
| CORVEL CORP | $41,037 | $41,037 |
| DONALDSON CO INC | $11,175 | $11,175 |
| EMCOR GROUP INC | $65,491 | $65,491 |
| FACTSET RESH SYSTEMS INC | $27,669 | $27,669 |
| FIRST HAWAIIAN INC | $26,403 | $26,403 |
| FTI CONSULTING INC | $58,749 | $58,749 |
| GRACO INC | $35,225 | $35,225 |
| HENRY JACK & ASSOC INC | $12,256 | $12,256 |
| KADANT INC | $32,236 | $32,236 |
| KFORCE INC | $13,782 | $13,782 |
| LANDSTAR SYSTEMS INC | $36,600 | $36,600 |
| LCI INDUSTRIES | $21,874 | $21,874 |
| MANHATTAN ASSOC INC | $48,662 | $48,662 |
| MOELIS & CO CL A | $32,106 | $32,106 |
| PRIMERICA INC | $48,559 | $48,559 |
| RBC BEARINGS INC | $32,762 | $32,762 |
| RIGHTMOVE PLC ADR | $27,415 | $27,415 |
| RLI CORP | $19,036 | $19,036 |
| SIMPSON MANUFACTURING CO INC DELA | $76,420 | $76,420 |
| TORO CO | $38,108 | $38,108 |
| UFP INDS INC | $34,275 | $34,275 |
| WATTS WATER TECHNOLOGIES INC CL A | $37,293 | $37,293 |
| AIA GROUP LTD SPON ADR | $11,164 | $11,164 |
| AIR LIQUIDE ADR | $12,931 | $12,931 |
| AIRBUS SE UNSPONSORED ADR | $9,064 | $9,064 |
| ALLIANZ SE ADR | $18,816 | $18,816 |
| ASML HLDG NV SPON ADR | $27,249 | $27,249 |
| ASTRAZENECA PLC SPON ADR | $18,185 | $18,185 |
| ATLAS COPCO AB NEW REPSTG COM | $10,825 | $10,825 |
| BHP GROUP LTD SPON ADR | $21,723 | $21,723 |
| BNP PARIBAS SA ADR | $6,253 | $6,253 |
| NP PLC SPON ADR | $14,408 | $14,408 |
| BRIDGESTONE CORP LTD ADR | $9,042 | $9,042 |
| CAPGEMINI SE UNSPONSORED ADR | $12,220 | $12,220 |
| CARLSBERG AS SPON ADR | $10,185 | $10,185 |
| COMPAGNIE FINANCIERE RICHEMONT | $8,417 | $8,417 |
| DAIKIN INDS LTR ADR | $8,117 | $8,117 |
| DBS GROUP HLDGS LTD SPON ADR | $20,252 | $20,252 |
| DEUTSCHE TELEKOM AG DE SPON | $8,473 | $8,473 |
| DEUTSCHE BOERSE ADR | $10,457 | $10,457 |
| DIAGEO PLC NEW GB SPON ADR | $12,527 | $12,527 |
| ENGIE SPON ADR | $6,331 | $6,331 |
| FERGUSON PLC SPON ADR | $13,901 | $13,901 |
| GENMAB A/S SPON ADR | $4,935 | $4,935 |
| HDFC BANK LTD ADR REPSTG 3 ORD SHS | $8,657 | $8,657 |
| HITACHI LTD ADR NEW JAPAN | $13,300 | $13,300 |
| HOYA CORP SPON ADR | $15,191 | $15,191 |
| IBERDROLA SA SPON ADR | $7,088 | $7,088 |
| INDUSTRIA DE DISENO TEXTIL IND ADR | $13,703 | $13,703 |
| INFINEON TECHNOLOGIES ADR | $9,291 | $9,291 |
| INTERCONNTINENTAL HOTELS GROUP | $12,492 | $12,492 |
| KBC GROUP NV ADR | $10,166 | $10,166 |
| LLOYDS BANKING GROUP PLC SPON | $16,245 | $16,245 |
| LONDON STK EXCHANGE UNSPONSORED ADR | $11,031 | $11,031 |
| LOREAL CO ADR FRANCE ADR | $10,537 | $10,537 |
| LVMH MOET HENNESSY LOUIS NEW ADR | $17,382 | $17,382 |
| MUNICH RE GROUP ADR | $14,342 | $14,342 |
| NESTLE S A SPONSORED ADR | $23,935 | $23,935 |
| NIPPON TELEG & TEL CORP SPON | $12,765 | $12,765 |
| NOVO NORDISK ADR DENMARK ADR | $19,449 | $19,449 |
| PRUDENTIAL PLC ADR UNITED KINGDOM | $7,296 | $7,296 |
| RECRUIT HLDGS CO LTD UN SPONSORED ADR | $7,315 | $7,315 |
| RELX PLC SPON ADR | $16,657 | $16,657 |
| ROCHE HLDG LTD SPONS ADR | $17,572 | $17,572 |
| RWE AG ADR | $12,805 | $12,805 |
| SAFRAN SA ADR | $15,799 | $15,799 |
| SANDS CHINA LTD UNSPONSORED | $5,587 | $5,587 |
| SANDVIK AB SPON ADR | $9,366 | $9,366 |
| SANOFI SPON ADR | $7,111 | $7,111 |
| SEVEN & I HLDGS CO LTD ADR | $9,285 | $9,285 |
| SHELL PLC SPON ADR | $21,582 | $21,582 |
| SHIMANO INC. UNSPONSORED ADR | $9,375 | $9,375 |
| SHIN ETSU CHEM CO LTD ADR | $24,683 | $24,683 |
| SMC CORP SPON ADR | $11,748 | $11,748 |
| SOCIETE GENERALE FRANCE SPONS | $6,981 | $6,981 |
| SONY CORP ADR NEW JAPAN ADR | $17,518 | $17,518 |
| SSE PLC SPON ADR | $6,798 | $6,798 |
| SUMITOMO MITSUI FINANCIAL SPON | $9,177 | $9,177 |
| SVENSKA HANDELBANKEN AB ADR | $7,525 | $7,525 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $20,072 | $20,072 |
| TECHTRONIC INDS SPON ADR | $5,250 | $5,250 |
| TERUMO CORP ADR | $10,080 | $10,080 |
| TOKIO MARINE HOLDINGS INC SPON | $12,560 | $12,560 |
| TOKYO ELECTRON LTD ADR | $17,946 | $17,946 |
| TOTALENERGIES SE SPON ADR | $19,944 | $19,944 |
| UNICREDIT SPA UNSPONSORED ADR | $12,421 | $12,421 |
| VINCI S.A. ADR | $14,824 | $14,824 |
| VOLVO AB-A SHS UNSPONSORED ADR | $18,058 | $18,058 |
| 3I GROUP PLC ADR | $17,603 | $17,603 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS ADMIN COSTS | Desc |
| Revenue And Expenses Per Books | $1,987 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,987 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $680,422 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $28,780 | Amt |
| Net Investment Income | $28,780 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CHRISTOPHER D CARLSON | |||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 |
| DEBRA L CARLSON | |||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,819 | $3,819 | $0 |
| FEDERAL TAX PAYMENTS | $8,812 | $0 | $0 |
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