ROCHESTER AREA FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER AREA FOUNDATION (EIN 41-6017740)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349311309
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T17:23:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST FIRST STREET SUITE 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416017740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCH | BusinessNameControlTxt |
| Phone | 5072820203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER WOODFORD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5072820203 | PhoneNum |
| Signature | 2024-11-13 | 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 | JULIE BOYER | PreparerPersonNm |
| PTIN | P01278549 | PTIN |
| Phone | 2187275025 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER WOODFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,924,189 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.ROCHESTERAREA.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 87 | TotalVolunteersCnt |
| Total Gross UBI | $2,509 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,165,930 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,182,664 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $352,251 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $451,801 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$5,471,824 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,267,495 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$25,488 | PYOtherRevenueAmt |
| CY Other Revenue | -$33,983 | CYOtherRevenueAmt |
| PY Total Revenue | $8,020,869 | PYTotalRevenueAmt |
| CY Total Revenue | $15,867,977 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,221,705 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,283,281 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $455,703 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $784,600 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $373,501 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,151,158 | PYOtherExpensesAmt |
| CY Other Expenses | $1,315,674 | CYOtherExpensesAmt |
| PY Total Expenses | $6,828,566 | PYTotalExpensesAmt |
| CY Total Expenses | $6,383,555 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,192,303 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,484,422 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,883,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,087,038 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,063,097 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,285,807 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,820,677 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,801,231 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $5,227,627 | ExpenseAmt |
| Grant | $4,283,281 | GrantAmt |
| Revenue | $451,801 | RevenueAmt |
| Desc | GRANTS WERE PROVIDED TO ORGANIZATIONS PROVIDING FREE LEGAL CLINICS, EDUCATIONAL TUTORING AND DATA SHARING SERVICES, CULTURAL SERVICES AND EDUCATION, AND A VARIETY OF OTHER PROGRAMS SERVING COMMUNITY NEEDS. IN MARCH 2023, THE ORGANIZATION ADDED 10 NEW FISCALLY SPONSORED PROJECTS, DUE TO THE DISSOLUTION OF ANOTHER COMMUNITY ORGANIZATION. | Desc |
| Total Program Service Expenses | $5,227,627 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER WOODFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5072820203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| LARRY KOSHIRE | |||||||
| CHAIR | 6.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE OETH | |||||||
| 1ST VICE CHAIR | 4.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUDITH WILSON | |||||||
| 2ND VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARCO WAGEMAN | |||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS WENDLAND | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR KATHY LOMBARDO | |||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TONY BENSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY EHMKE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD HEATHER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH KREHBIEL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE PARADISE | |||||||
| TRUSTEE | 3.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ERIN SEXTON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DON SUPALLA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD BURDEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER WOODFORD | |||||||
| PRESIDENT | 33.00 | 11.50 | Yes (X) | $115,350 | $38,450 | $8,348 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $115,350 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $38,450 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,348 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,632,391 | GovernmentGrantsAmt |
| All Other Contributions | $11,550,273 | AllOtherContributionsAmt |
| Noncash Contributions | $1,361,075 | NoncashContributionsAmt |
| Total Contributions | $14,182,664 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMIN FEE INCOME | 900099 | $396,303 | $396,303 |
| OTHER REVENUE | 900099 | $55,498 | $55,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $451,801 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $625,847 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,259 | UnrelatedBusinessRevenueAmt |
| Exclusion | $606,588 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,229 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $56,212 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$33,983 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$33,983 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$16,750 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$17,233 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $641,648 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $641,648 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $641,648 | TotalRevenueColumnAmt |
| Exclusion | $641,648 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,867,977 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $451,801 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,509 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,231,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,212,181 | TotalAmt |
| Program Services | $4,212,181 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,100 | TotalAmt |
| Program Services | $71,100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,611 | TotalAmt |
| Program Services | $57,157 | ProgramServicesAmt |
| Management And General | $42,564 | ManagementAndGeneralAmt |
| Fundraising | $21,890 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,906 | TotalAmt |
| Program Services | $257,516 | ProgramServicesAmt |
| Management And General | $191,767 | ManagementAndGeneralAmt |
| Fundraising | $98,623 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,020 | TotalAmt |
| Program Services | $9,409 | ProgramServicesAmt |
| Management And General | $7,007 | ManagementAndGeneralAmt |
| Fundraising | $3,604 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,757 | TotalAmt |
| Program Services | $22,446 | ProgramServicesAmt |
| Management And General | $16,715 | ManagementAndGeneralAmt |
| Fundraising | $8,596 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,306 | TotalAmt |
| Program Services | $22,234 | ProgramServicesAmt |
| Management And General | $16,557 | ManagementAndGeneralAmt |
| Fundraising | $8,515 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,023 | TotalAmt |
| Program Services | $1,421 | ProgramServicesAmt |
| Management And General | $1,058 | ManagementAndGeneralAmt |
| Fundraising | $544 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,273 | TotalAmt |
| Program Services | $25,978 | ProgramServicesAmt |
| Management And General | $19,346 | ManagementAndGeneralAmt |
| Fundraising | $9,949 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,622 | TotalAmt |
| Program Services | $429,403 | ProgramServicesAmt |
| Management And General | $319,768 | ManagementAndGeneralAmt |
| Fundraising | $164,451 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,998 | TotalAmt |
| Program Services | $24,439 | ProgramServicesAmt |
| Management And General | $18,199 | ManagementAndGeneralAmt |
| Fundraising | $9,360 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,656 | TotalAmt |
| Program Services | $26,558 | ProgramServicesAmt |
| Management And General | $31,883 | ManagementAndGeneralAmt |
| Fundraising | $3,215 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,708 | TotalAmt |
| Program Services | $12,083 | ProgramServicesAmt |
| Management And General | $8,998 | ManagementAndGeneralAmt |
| Fundraising | $4,627 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,273 | TotalAmt |
| Program Services | $6,136 | ProgramServicesAmt |
| Management And General | $3,682 | ManagementAndGeneralAmt |
| Fundraising | $2,455 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,512 | TotalAmt |
| Program Services | $3,851 | ProgramServicesAmt |
| Management And General | $30,810 | ManagementAndGeneralAmt |
| Fundraising | $3,851 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,134 | TotalAmt |
| Program Services | $4,763 | ProgramServicesAmt |
| Management And General | $3,547 | ManagementAndGeneralAmt |
| Fundraising | $1,824 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,622 | TotalAmt |
| Program Services | $4,992 | ProgramServicesAmt |
| Management And General | $3,718 | ManagementAndGeneralAmt |
| Fundraising | $1,912 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $48,371 | $22,734 | $16,930 | $8,707 |
| DUES AND SUBSCRIPTIONS | $13,718 | $1,372 | $10,974 | $1,372 |
| CRT DISBURSEMENTS | $9,664 | $4,542 | $3,382 | $1,740 |
| PROGRAM EXPENSES | $7,312 | $7,312 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,788 | TotalAmt |
| Management And General | $35,522 | ManagementAndGeneralAmt |
| Fundraising | $18,266 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,383,555 | TotalAmt |
| Program Services | $5,227,627 | ProgramServicesAmt |
| Management And General | $782,427 | ManagementAndGeneralAmt |
| Fundraising | $373,501 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,384,411 | BOYAmt |
| EOY | $2,449,228 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,124,703 | BOYAmt |
| EOY | $8,613,647 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,383 | BOYAmt |
| EOY | $4,125,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $251,351 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,381,884 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,524 | BOYAmt |
| EOY | $110,245 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,650,335 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $682,075 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,034,256 | BOYAmt |
| EOY | $1,968,260 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,459,056 | BOYAmt |
| EOY | $37,032,447 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,441 | BOYAmt |
| EOY | $5,154,976 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,883,774 | BOYAmt |
| EOY | $61,087,038 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$256,735 | BOYAmt |
| EOY | $156,874 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $17,108 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,388 | BOYAmt |
| EOY | $431,033 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $839,444 | BOYAmt |
| EOY | $2,680,792 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,063,097 | BOYAmt |
| EOY | $3,285,807 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,362,098 | BOYAmt |
| EOY | $47,300,927 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,458,579 | BOYAmt |
| EOY | $10,500,304 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,820,677 | BOYAmt |
| EOY | $57,801,231 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,883,774 | BOYAmt |
| EOY | $61,087,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,484,422 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,429,130 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $67,002 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,457,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,450,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,167,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,165,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,182,664 | CurrentTaxYearAmt |
| Total | $44,423,985 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,457,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,450,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,167,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,165,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,182,664 | CurrentTaxYearAmt |
| Total | $44,423,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,485,477 | SubstantialContributorsTotAmt |
| Public Support Total170 | $41,938,508 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $372,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $638,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $852,713 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $790,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $648,076 | CurrentTaxYearAmt |
| Total | $3,303,079 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,674 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,674 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,728,738 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,896,419 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 198 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $6,904,730 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,762,799 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $25,973,506 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,110,435 | BeginningYearBalanceAmt |
| Contributions | $6,461,651 | ContributionsAmt |
| Investment Earnings Or Losses | $526,843 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,082,692 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $36,133 | AdministrativeExpensesAmt |
| End Year Balance | $22,980,104 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,792,108 | BeginningYearBalanceAmt |
| Contributions | $5,533,213 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,078,509 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,088,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,758 | OtherExpendituresAmt |
| Administrative Expenses | $27,869 | AdministrativeExpensesAmt |
| End Year Balance | $17,110,435 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,177,197 | BeginningYearBalanceAmt |
| Contributions | $6,915,243 | ContributionsAmt |
| Investment Earnings Or Losses | $2,026,787 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,644,387 | GrantsOrScholarshipsAmt |
| Other Expenditures | $677,732 | OtherExpendituresAmt |
| Administrative Expenses | $5,000 | AdministrativeExpensesAmt |
| End Year Balance | $17,792,108 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,857,808 | BeginningYearBalanceAmt |
| Contributions | $2,275,158 | ContributionsAmt |
| Investment Earnings Or Losses | $1,649,355 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,338,756 | GrantsOrScholarshipsAmt |
| Other Expenditures | $266,658 | OtherExpendituresAmt |
| Administrative Expenses | -$290 | AdministrativeExpensesAmt |
| End Year Balance | $14,177,197 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,868,730 | BeginningYearBalanceAmt |
| Contributions | $1,240,322 | ContributionsAmt |
| Investment Earnings Or Losses | $2,439,347 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $262,192 | GrantsOrScholarshipsAmt |
| Other Expenditures | $856,388 | OtherExpendituresAmt |
| Administrative Expenses | $6,572,011 | AdministrativeExpensesAmt |
| End Year Balance | $12,857,808 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01570 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98370 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00060 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $239,669 | OtherCostOrOtherBasisAmt |
| Book Value | $239,669 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,405,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $240,020 | DepreciationAmt |
| Book Value | $1,164,980 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $676,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $176,993 | DepreciationAmt |
| Book Value | $499,730 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $328,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $265,062 | DepreciationAmt |
| Book Value | $63,881 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,968,260 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN MARKETABLE SECURITIES | Desc |
| Book Value | $37,032,447 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,032,447 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM FIRST HOMES PROPERTIES - AFFILIATE | $378,696 |
| OTHER ASSETS | $50,838 |
| BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS | $218,807 |
| INTERCOMPANY NOTES RECEIVABLE | $4,506,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,154,976 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNITRUST OBLIGATIONS | $423,300 |
| REFUNDABLE ADVANCES | $452,233 |
| GRANTS DUE FROM AFFILIATES | $371,259 |
| INTERCOMPANY NOTES PAYABLES | $1,434,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,680,792 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION HOLDS 139 INDIVIDUAL FUNDS, DEEMED AS ENDOWMENT FUNDS AND ESTABLISHED TO PROVIDE A VARIETY OF SUPPORT FOR NONPROFIT ORGANIZATIONS AND/OR SCHOLARSHIP RECIPIENTS. THESE PERMANENT ENDOWED FUNDS HAVE DISTRIBUTION RESTRICTIONS THAT HAVE BEEN DETERMINED BY THE DONORS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. THE FOUNDATION BELIEVES THAT NO SIGNIFICANT UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN IN ITS TAX RETURNS. AT DECEMBER 31, 2023, GENERALLY, THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2020 TO 2023. AT DECEMBER 31, 2023 AND 2022, THE FOUNDATION DID NOT RECORD ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (115 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ABILITY BUILDING COMMUNITY | |||||||||
| 1911 14TH ST NW | ROCHESTER | MN | 55901 | 410829178 | 501(C)(3) | $39,095 | $0 | DISABILITY SERVICES | |
| ALZHEIMER'S ASSOCIATION | |||||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | 133039601 | 501(C)(3) | $7,920 | $0 | HEALTH AND HUMAN SERVICES | |
| AMERICAN CANCER SOCIETY-SANDRA J SCHULZE HOPE LODGE | |||||||||
| 411 2ND STREET NW | ROCHESTER | MN | 55901 | 131788491 | 501(C)(3) | $6,150 | $0 | HEALTH AND HUMAN SERVICES | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||||
| 20 WEST 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | 131790719 | 501(C)(3) | $17,500 | $0 | HEALTH AND HUMAN SERVICES | |
| AMERICAN RED CROSS SE MN | |||||||||
| 305 ALLIANCE PLACE NE | ROCHESTER | MN | 55906 | 530196605 | 501(C)(3) | $8,800 | $0 | HEALTH AND HUMAN SERVICES | |
| APPLE TREE DENTAL | |||||||||
| 2442 MOUNDS VIEW BLVD | MOUNDS VIEW | MN | 55112 | 363411437 | 501(C)(3) | $12,000 | $0 | HEALTH AND HUMAN SERVICES | |
| ARC MINNESOTA - SOUTHEAST REGION | |||||||||
| 6301 BANDEL ROAD NW SUITE 605 | ROCHESTER | MN | 55901 | 510653115 | 501(C)(3) | $6,160 | $0 | HEALTH AND HUMAN SERVICES | |
| AUSTIN RECREATION CENTER | |||||||||
| 704 1ST DRIVE NW | AUSTIN | MN | 55912 | 410718359 | 501(C)(3) | $10,000 | $0 | RECREATION | |
| BEAR CREEK SERVICES | |||||||||
| 3108 US 52 | ROCHESTER | MN | 55901 | 411390671 | 501(C)(3) | $5,023 | $0 | DISABILITY SERVICES | |
| BEMIDJI STATE UNIVERSITY | |||||||||
| BSU ALUMNI FOUNDATION 1500 | BEMIDJI | MN | 56602 | 411687554 | GOVERNMENT | $10,000 | $0 | EDUCATION | BIRCHMONT DRIVE NE 17 |
| BEMIDJI STATE UNIVERSITY FOUNDATION | |||||||||
| 1500 BIRCHMONT DR NE 17 | BEMIDJI | MN | 56601 | 237044156 | 501(C)(3) | $10,000 | $0 | EDUCATION | |
| BENEDICTINE FOUNDATION - ROCHESTER MADONNA TOWERS | |||||||||
| 4001 19TH AVE NW | ROCHESTER | MN | 55901 | 411809914 | 501(C)(3) | $6,930 | $0 | HEALTH AND HUMAN SERVICES | |
| BOYS & GIRLS CLUB OF ROCHESTER | |||||||||
| 1026 EAST CENTER STREET | ROCHESTER | MN | 55904 | 411945875 | 501(C)(3) | $55,540 | $0 | YOUTH & FAMILIES | |
| BRAD WHITE MINISTRIES | |||||||||
| ATTN BRAD WHITE PO BOX 1255 | CORDOVA | TN | 38088 | 352374872 | 501(C)(3) | $18,000 | $0 | RELIGIOUS | |
| CAMP OLSON - YMCA | |||||||||
| 4160 LITTLE BOY RD NE | LONGVILLE | MN | 56655 | 410967781 | 501(C)(3) | $12,730 | $0 | YOUTH & FAMILIES | |
| CAMPUS CRUSADE FOR CHRIST | |||||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | 956006173 | 501(C)(3) | $7,200 | $0 | RELIGIOUS | |
| CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER DBA CATHOLIC CHARITI | |||||||||
| 200 4TH ST SE | ROCHESTER | MN | 55904 | 410721636 | 501(C)(3) | $14,700 | $0 | HEALTH AND HUMAN SERVICES | |
| CATHOLIC RELIEF SERVICES | |||||||||
| P O BOX 17090 228 WEST LEXINGTON | BALTIMORE | MD | 21297 | 135563422 | 501(C)(3) | $10,000 | $0 | HEALTH AND HUMAN SERVICES | STREET |
| CHAD GREENWAY LEAD THE WAY FOUNDATION | |||||||||
| 59 CAVALIER BLVD STE 310 | FLORENCE | KY | 41042 | 261782419 | 501(C)(3) | $15,000 | $0 | HEALTH AND HUMAN SERVICES | |
| CHANNEL ONE REGIONAL FOOD BANK | |||||||||
| 131 35TH STREET SE | ROCHESTER | MN | 55904 | 411379713 | 501(C)(3) | $95,770 | $0 | HEALTH AND HUMAN SERVICES | |
| CHATFIELD HIGH SCHOOL | |||||||||
| C/O ED HARRIS SUPERINTENDENT 205 | CHATFIELD | MN | 55923 | 416001078 | GOVERNMENT | $9,400 | $0 | EDUCATION | UNION STREET NE |
| CHILDHOOD CANCER COMMUNITY | |||||||||
| 905 9TH STREET SE | ROCHESTER | MN | 55904 | 841937145 | 501(C)(3) | $8,700 | $0 | YOUTH & FAMILIES | |
| CHILDREN'S MUSEUM OF ROCHESTER INC | |||||||||
| 1201 12TH STREET SW SUITE 632 | ROCHESTER | MN | 55902 | 842749957 | 501(C)(3) | $17,274 | $0 | YOUTH & FAMILIES | |
| CHRIST UNITED METHODIST CHURCH | |||||||||
| 400 5TH AVENUE SW | ROCHESTER | MN | 55902 | 410693980 | 501(C)(3) | $26,300 | $0 | RELIGIOUS | |
| CHURCH OF SAINT JOHN THE EVANGELIST | |||||||||
| 11 4TH AVE SW | ROCHESTER | MN | 559023098 | 410733599 | 501(C)(3) | $15,500 | $0 | RELIGIOUS | |
| CIVIC LEAGUE DAY NURSERY | |||||||||
| ATTN JACKIE BENOIT-PETRIK 427 6TH | ROCHESTER | MN | 559023233 | 410721719 | 501(C)(3) | $13,580 | $0 | HEALTH AND HUMAN SERVICES | AVENUE SW |
| COMMONWEAL THEATRE COMPANY | |||||||||
| 208 PARKWAY AVENUE NORTH PO BOX 15 | LANESBORO | MN | 55949 | 411796293 | 501(C)(3) | $7,500 | $0 | ARTS | |
| COMMUNITY DENTAL CARE | |||||||||
| 2120 US HIGHWAY 14 EAST | ROCHESTER | MN | 55904 | 043692982 | 501(C)(3) | $8,815 | $0 | HEALTH AND HUMAN SERVICES | |
| COMMUNITY FOOD RESPONSE | |||||||||
| 120 1ST ST NE | ROCHESTER | MN | 55906 | 411757102 | 501(C)(3) | $14,100 | $0 | HEALTH AND HUMAN SERVICES | |
| CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIST | |||||||||
| 974 SKYLINE DRIVE SW | ROCHESTER | MN | 55902 | 410760826 | 501(C)(3) | $12,000 | $0 | RELIGIOUS | |
| DODGE CENTER FOUNDATION | |||||||||
| PO BOX 276 | DODGE CENTER | MN | 55927 | 453201034 | 501(C)(3) | $8,347 | $0 | COMMUNITY DEVELOPMENT | |
| DOROTHY DAY HOSPITALITY HOUSE | |||||||||
| 703 1ST ST SW | ROCHESTER | MN | 559026293 | 363348305 | 501(C)(3) | $22,860 | $0 | HEALTH AND HUMAN SERVICES | |
| EAGLE BLUFF ENVIRONMENTAL LEARNING CENTER | |||||||||
| 28097 GOODVIEW DRIVE | LANESBORO | MN | 55944 | 411431959 | 501(C)(3) | $17,000 | $0 | ENVIRONMENT | |
| EAGLES HEALING NEST | |||||||||
| 310 US-71 | SAUK CENTRE | MN | 56378 | 460617435 | 501(C)(3) | $13,900 | $0 | HEALTH AND HUMAN SERVICES | |
| ELDER NETWORK | |||||||||
| 1130 1/2 7TH ST NW SUITE 205 | ROCHESTER | MN | 55901 | 411704390 | 501(C)(3) | $14,700 | $0 | SENIOR SERVICES | |
| FAMILY PROMISE ROCHESTER | |||||||||
| 913 1ST STREET NW | ROCHESTER | MN | 55901 | 411953191 | 501(C)(3) | $18,950 | $0 | HEALTH AND HUMAN SERVICES | |
| FAMILY SERVICE ROCHESTER | |||||||||
| 4600 18TH AVENUE NW | ROCHESTER | MN | 55901 | 410883453 | 501(C)(3) | $92,250 | $0 | HEALTH AND HUMAN SERVICES | |
| FIDELITY CHARITABLE | |||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | 110303001 | 501(C)(3) | $31,000 | $0 | COMMUNITY DEVELOPMENT | |
| FIRST HOMES | |||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 412004557 | 501(C)(3) | $1,121,522 | $0 | HOUSING | |
| FIRST PRESBYTERIAN CHURCH | |||||||||
| 512 3RD ST SW | ROCHESTER | MN | 559023141 | 410694750 | 501(C)(3) | $14,275 | $0 | RELIGIOUS | |
| FOOD FOR THE POOR | |||||||||
| PO BOX 979005 | COCONUT CREEK | FL | 33097 | 592174510 | 501(C)(3) | $17,921 | $0 | HEALTH AND HUMAN SERVICES | |
| FRIENDS OF OXBOW PARK | |||||||||
| PO BOX 6552 | ROCHESTER | MN | 55903 | 411440844 | 501(C)(3) | $65,300 | $0 | ENVIRONMENT | |
| GIFT OF LIFE TRANSPLANT HOUSE | |||||||||
| 705 2ND ST SW | ROCHESTER | MN | 55902 | 411495845 | 501(C)(3) | $14,595 | $0 | HEALTH AND HUMAN SERVICES | |
| GLOBE FOR CHRIST INTERNATIONAL | |||||||||
| ATTN DAVID FORD PO BOX 86027 | PHOENIX | AZ | 85080 | 860677802 | 501(C)(3) | $24,000 | $0 | RELIGIOUS | |
| GREATER EUROPEAN MISSION | |||||||||
| ATTN GARY DEGRAAF PO BOX 1669 | MONUMENT | CO | 801321669 | 362345199 | 501(C)(3) | $7,200 | $0 | RELIGIOUS | |
| HAMLINE UNIVERSITY | |||||||||
| 1536 HEWITT AVENUE | ST PAUL | MN | 55104 | 410693960 | 501(C)(3) | $5,200 | $0 | RECREATION | |
| HISTORY CENTER OF OLMSTED COUNTY | |||||||||
| 1195 WEST CIRCLE DR SW | ROCHESTER | MN | 559026619 | 410718368 | 501(C)(3) | $36,650 | $0 | EDUCATION | |
| HOLY ANARGYROI GREEK ORTHODOX CHURCH | |||||||||
| 703 W CENTER ST | ROCHESTER | MN | 559026231 | 411407172 | 501(C)(3) | $10,000 | $0 | RELIGIOUS | |
| HOLY SPIRIT CATHOLIC CHURCH | |||||||||
| 5455 50TH AVE NW | ROCHESTER | MN | 559013763 | 411685876 | 501(C)(3) | $65,000 | $0 | RELIGIOUS | |
| IMMACULATE HEART OF MARY SEMINARY | |||||||||
| 750 TERRACE HEIGHTS | WINONA | MN | 55987 | 410773780 | 501(C)(3) | $28,695 | $0 | RELIGIOUS | |
| IRONWOOD SPRINGS CHRISTIAN RANCH | |||||||||
| 7291 COUNTY ROAD 6 SW | STEWARTVILLE | MN | 559768257 | 411281157 | 501(C)(3) | $23,750 | $0 | HEALTH AND HUMAN SERVICES | |
| JEREMIAH PROGRAM ROCHESTER-SOUTHEAST MN | |||||||||
| 2915 JEREMIAH LANE NW | ROCHESTER | MN | 55901 | 411801834 | 501(C)(3) | $57,340 | $0 | HEALTH AND HUMAN SERVICES | |
| KASSON ALLIANCE FOR RESTORATION (KARE) | |||||||||
| C/O GERALD GIESE 806 WESTFIELD | KASSON | MN | 55944 | 208367553 | 501(C)(3) | $50,000 | $0 | COMMUNITY DEVELOPMENT | COURT |
| KM CARE & SHARE CHARITY FUND | |||||||||
| C/O HOME FEDERAL BANK 502 | KASSON | MN | 55944 | 411808587 | 501(C)(3) | $10,000 | $0 | HEALTH AND HUMAN SERVICES | MANTORVILLE AVENUE SOUTH |
| LEGAL ASSISTANCE OF OLMSTED COUNTY | |||||||||
| 1700 N BROADWAY SUITE 124 | ROCHESTER | MN | 55906 | 410992471 | 501(C)(3) | $26,705 | $0 | HEALTH AND HUMAN SERVICES | |
| MAKE-A-WISH MINNESOTA | |||||||||
| 1919 UNIVERSITY AVENUE E SUITE 415 | SAINT PAUL | MN | 55104 | 411422893 | 501(C)(3) | $25,600 | $0 | YOUTH & FAMILIES | |
| MAYO CLINIC DEPARTMENT OF DEVELOPMENT | |||||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55902 | 416011702 | 501(C)(3) | $25,200 | $0 | HEALTH AND HUMAN SERVICES | |
| MAYO FOUNDATION | |||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 410944601 | 501(C)(3) | $77,293 | $0 | HEALTH AND HUMAN SERVICES | |
| MIDWEST MELANOMA PARTNERSHIP | |||||||||
| 200 FIRST ST SW GUGGENHEIM 4-01 | ROCHESTER | MN | 55905 | 465604422 | 501(C)(3) | $5,860 | $0 | HEALTH AND HUMAN SERVICES | |
| MINNESOTA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH | |||||||||
| ATTN OC MINISTRIES 122 WEST | MINNEAPOLIS | MN | 55404 | 410952757 | 501(C)(3) | $125,000 | $0 | HOUSING | FRANKLIN AVE SUITE 400 |
| MINNESOTA PUBLIC RADIO | |||||||||
| KLING PUBLIC MEDIA CENTER 480 CEDAR | SAINT PAUL | MN | 55101 | 410953924 | 501(C)(3) | $9,654 | $0 | EDUCATION | STREET |
| MINNESOTA TRUCKING ASSOCIATION FOUNDATION | |||||||||
| 6160 SUMMIT DRIVE N SUITE 330 | BROOKLYN CENTER | MN | 55430 | 842847691 | 501(C)(3) | $40,000 | $0 | EDUCATION | |
| MISSOURI WESTERN STATE UNIVERSITY FOUNDATION | |||||||||
| 4525 DAWNS DRIVE SPRATT HALL 111 | SAINT JOSEPH | MO | 64507 | 431234200 | 501(C)(3) | $12,000 | $0 | EDUCATION | |
| MN ADULT & TEEN CHALLENGE | |||||||||
| 740 EAST 24TH STREET | MINNEAPOLIS | MN | 55404 | 411517351 | 501(C)(3) | $5,300 | $0 | HEALTH AND HUMAN SERVICES | |
| NAMI SOUTHEAST MINNESOTA | |||||||||
| 2746 SUPERIOR DR NW SUITE 110 | ROCHESTER | MN | 55901 | 363504277 | 501(C)(3) | $15,732 | $0 | HEALTH AND HUMAN SERVICES | |
| NEW LIFE FAMILY SERVICES | |||||||||
| ADMINISTRATIVE OFFICE 1515 EAST | MINNEAPOLIS | MN | 55423 | 510153937 | 501(C)(3) | $54,000 | $0 | YOUTH & FAMILIES | 66TH STREET |
| OLMSTED MEDICAL CENTER | |||||||||
| 210 9TH STREET SE | ROCHESTER | MN | 559046425 | 410855367 | 501(C)(3) | $32,016 | $0 | HEALTH AND HUMAN SERVICES | |
| OWATONNA PUBLIC SCHOOLS | |||||||||
| 515 W BRIDGE STREET | OWATONNA | MN | 55060 | 521612613 | GOVERNMENT | $10,000 | $0 | EDUCATION | |
| PARALYZED VETERANS OF AMERICA | |||||||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | 131946868 | 501(C)(3) | $26,600 | $0 | HEALTH AND HUMAN SERVICES | |
| PAX CHRISTI CATHOLIC CHURCH | |||||||||
| 4135 18TH AVENUE NW | ROCHESTER | MN | 55901 | 411532400 | 501(C)(3) | $7,000 | $0 | RELIGIOUS | |
| PHOENIX CHRISTIAN ASSEMBLY | |||||||||
| 2030 NORTH 36TH STREET | PHOENIX | AZ | 85008 | 860264849 | 501(C)(3) | $27,200 | $0 | RELIGIOUS | |
| PLANNED PARENTHOOD NORTH CENTRAL STATES | |||||||||
| 671 VANDALIA STREET | SAINT PAUL | MN | 55114 | 410948382 | 501(C)(3) | $29,200 | $0 | HEALTH AND HUMAN SERVICES | |
| POSSABILITIES OF SOUTHERN MINNESOTA | |||||||||
| 1808 3RD AVENUE SE | ROCHESTER | MN | 559047948 | 410853397 | 501(C)(3) | $9,900 | $0 | DISABILITY SERVICES | |
| PROJECT GET OUTDOORS INC | |||||||||
| PO BOX 244 | WABASHA | MN | 55981 | 261837441 | 501(C)(3) | $10,000 | $0 | YOUTH & FAMILIES | |
| ROCHESTER CATHOLIC SCHOOLS | |||||||||
| 2800 19TH STREET NW | ROCHESTER | MN | 55901 | 410740119 | 501(C)(3) | $44,764 | $0 | EDUCATION | |
| ROCHESTER COMMUNITY AND TECHNICAL COLLEGE FOUNDATION | |||||||||
| 851 30TH AVENUE SE | ROCHESTER | MN | 55904 | 411535213 | 501(C)(3) | $18,670 | $0 | EDUCATION | |
| ROCHESTER MUSIC GUILD | |||||||||
| PO BOX 5802 | ROCHESTER | MN | 55903 | 510158995 | 501(C)(3) | $17,000 | $0 | ARTS | |
| ROCHESTER POLICE DEPARTMENT | |||||||||
| 101 4TH STREET SE | ROCHESTER | MN | 55904 | 416005494 | GOVERNMENT | $6,000 | $0 | COMMUNITY DEVELOPMENT | |
| ROCHESTER PUBLIC LIBRARY FOUNDATION | |||||||||
| 101 SECOND STREET SE | ROCHESTER | MN | 55904 | 411859534 | 501(C)(3) | $10,358 | $0 | EDUCATION | |
| ROCHESTER PUBLIC SCHOOL FOUNDATION | |||||||||
| 201 8TH STREET NW | ROCHESTER | MN | 559016820 | 411628288 | GOVERNMENT | $5,680 | $0 | EDUCATION | |
| ROCHESTER SYMPHONY ORCHESTRA & CHORALE | |||||||||
| 1530 GREENVIEW DR SW SUITE 120 | ROCHESTER | MN | 55902 | 411764434 | 501(C)(3) | $7,058 | $0 | ARTS | |
| RONALD MCDONALD HOUSE - ROCHESTER | |||||||||
| 850 2ND STREET SW | ROCHESTER | MN | 55902 | 411344744 | 501(C)(3) | $24,745 | $0 | HEALTH AND HUMAN SERVICES | |
| ROTARY CLUB OF ROCHESTER FOUNDATION | |||||||||
| PO BOX 7566 | ROCHESTER | MN | 55903 | 411628263 | 501(C)(3) | $6,440 | $0 | COMMUNITY DEVELOPMENT | |
| RTAAF | |||||||||
| 1130 1/2 7TH ST NW SUITE 208 | ROCHESTER | MN | 55901 | 562328202 | 501(C)(3) | $5,400 | $0 | HEALTH AND HUMAN SERVICES | |
| SALT & LIGHT PARTNERS | |||||||||
| 4240 18TH AVE NW | ROCHESTER | MN | 559010461 | 861882824 | 501(C)(3) | $9,000 | $0 | HEALTH AND HUMAN SERVICES | |
| SALVATION ARMY - ROCHESTER | |||||||||
| 20 1ST AVE NE | ROCHESTER | MN | 559063706 | 410698597 | 501(C)(3) | $53,303 | $0 | HEALTH AND HUMAN SERVICES | |
| SEASONS HOSPICE | |||||||||
| 1696 GREENVIEW DRIVE SW | ROCHESTER | MN | 55902 | 411812914 | 501(C)(3) | $17,700 | $0 | HEALTH AND HUMAN SERVICES | |
| SHEPARD OF THE LAKE LUTHERAN CHURCH | |||||||||
| PO BOX 1199 | PRIOR LAKE | MN | 55372 | 410918594 | 501(C)(3) | $7,500 | $0 | RELIGIOUS | |
| SISTERS OF ST FRANCIS - ROCHESTER MN | |||||||||
| ASSISI HEIGHTS 1001 14TH ST NW | ROCHESTER | MN | 55901 | 410695522 | 501(C)(3) | $5,400 | $0 | RELIGIOUS | SUITE 100 |
| SOCIETY OF ST VINCENT DE PAUL - PAX CHRISTI | |||||||||
| 4135 18TH AVENUE NW | ROCHESTER | MN | 55901 | 611643882 | 501(C)(3) | $14,348 | $0 | RELIGIOUS | |
| SOLDIER'S FIELD VETERANS MEMORIAL | |||||||||
| 1743 WEST CENTER ST | ROCHESTER | MN | 55902 | 411848911 | 501(C)(3) | $13,000 | $0 | COMMUNITY DEVELOPMENT | |
| SOUTH DAKOTA CONFERENCE OF THE UNITED CHURCH OF CHRIST | |||||||||
| 300 S MINNESOTA AVE | SOUTH FALLS | SD | 57104 | 460226068 | 501(C)(3) | $50,000 | $0 | RELIGIOUS | |
| ST AMBROSE UNIVERSITY | |||||||||
| 518 W LOCUST STREET | DAVENPORT | IA | 52803 | 420703280 | 501(C)(3) | $16,148 | $0 | EDUCATION | |
| ST EDWARD CATHOLIC CHURCH | |||||||||
| MAIN OFFICE 405 4TH STREET NW | AUSTIN | MN | 55912 | 410845737 | 501(C)(3) | $32,000 | $0 | RELIGIOUS | |
| STEWARTVILLE AREA HISTORY CENTER | |||||||||
| 305 MAIN STREET NORTH | STEWARTVILLE | MN | 55976 | 411763176 | 501(C)(3) | $25,070 | $0 | EDUCATION | |
| ST FRANCIS OF ASSISI CATHOLIC CHURCH | |||||||||
| 1114 THIRD STREET SE | ROCHESTER | MN | 55906 | 410694749 | 501(C)(3) | $11,050 | $0 | RELIGIOUS | |
| ST JOHN'S UNIVERSITY | |||||||||
| PO BOX 2000 2850 ABBEY PLAZA | COLLEGEVILLE | MN | 56321 | 453656162 | 501(C)(3) | $20,500 | $0 | EDUCATION | |
| ST LUKE'S EPISCOPAL CHURCH | |||||||||
| 1884 22ND STREET NW | ROCHESTER | MN | 55901 | 410876187 | 501(C)(3) | $12,730 | $0 | RELIGIOUS | |
| ST MARY'S ON THE LAKE CATHOLIC CHURCH | |||||||||
| 419 WEST LYON AVENUE | LAKE CITY | MN | 55041 | 410695529 | 501(C)(3) | $8,000 | $0 | RELIGIOUS | |
| SYNERGY AND LEADERSHIP EXCHANGE | |||||||||
| 2075 LOOKOUT DRIVE | MANKATO | MN | 56003 | 411700710 | 501(C)(3) | $8,080 | $0 | EDUCATION | |
| TABITHA'S HEART | |||||||||
| PO BOX 382 | HUTCHINSON | MN | 55350 | 651308656 | 501(C)(3) | $7,200 | $0 | HEALTH AND HUMAN SERVICES | |
| THE LANDING MN | |||||||||
| 426 3RD AVE SE | ROCHESTER | MN | 55904 | 832953783 | 501(C)(3) | $11,300 | $0 | HEALTH AND HUMAN SERVICES | |
| THE READING CENTER | |||||||||
| 2010 SCOTT ROAD NW | ROCHESTER | MN | 55901 | 411633734 | 501(C)(3) | $12,140 | $0 | EDUCATION | |
| TRI COUNTY PHEASANTS FOREVER - CHAPTER 4 | |||||||||
| PO BOX 6225 | ROCHESTER | MN | 55903 | 411429149 | 501(C)(3) | $6,000 | $0 | RECREATION | |
| TRITON FOUNDATION | |||||||||
| C/O TRITON MIDDLE SCHOOL ATTN | DODGE CENTER | MN | 55927 | 680541078 | 501(C)(3) | $6,000 | $0 | EDUCATION | TRICIA JOHNSON 813 WEST HWY STREET |
| TWO RIVERS HABITAT FOR HUMANITY | |||||||||
| 1530 GREENVIEW DR SW SUITE 107 | ROCHESTER | MN | 55902 | 411664586 | 501(C)(3) | $5,340 | $0 | HOUSING | |
| UNITED WAY OF DODGE COUNTY | |||||||||
| PO BOX 718 | DODGE CENTER | MN | 55927 | 411657224 | 501(C)(3) | $20,000 | $0 | COMMUNITY DEVELOPMENT | |
| UNITED WAY OF OLMSTED COUNTY | |||||||||
| 903 WEST CENTER ST STE 100 | ROCHESTER | MN | 55902 | 410695594 | 501(C)(3) | $68,380 | $0 | COMMUNITY DEVELOPMENT | |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 554552010 | 416042488 | 501(C)(3) | $96,500 | $0 | EDUCATION | |
| WOMEN'S SHELTER & SUPPORT CENTER | |||||||||
| PO BOX 457 | ROCHESTER | MN | 55903 | 411316614 | 501(C)(3) | $41,870 | $0 | HEALTH AND HUMAN SERVICES | |
| ZUMBRO LUTHERAN CHURCH | |||||||||
| 624 3RD AVE SW | ROCHESTER | MN | 55902 | 410718374 | 501(C)(3) | $18,000 | $0 | RELIGIOUS | |
| ZUMBRO RIDGE ESTATES | |||||||||
| 739 55TH ST NE 4 | ROCHESTER | MN | 55906 | 821446789 | 501(C)(3) | $8,000 | $0 | HEALTH AND HUMAN SERVICES | |
| ZUMBRO VALLEY HEALTH CENTER | |||||||||
| 343 WOODLAKE DRIVE SE | ROCHESTER | MN | 55904 | 416052022 | 501(C)(3) | $10,300 | $0 | HEALTH AND HUMAN SERVICES | |
| DAV OF MINNESOTA FOUNDATION | |||||||||
| STATE VETERANS SERVICE - BUILDING | ST PAUL | MN | 55155 | 411721688 | 501(C)(3) | $6,760 | $0 | HEALTH AND HUMAN SERVICES | FLOOR 3 20 WEST 12 STREET |
| SOCIETY OF ST VINCENT DE PAUL - ROCHESTER COUNCIL | |||||||||
| 1600 11TH AVE SE | ROCHESTER | MN | 55904 | 465044559 | 501(C)(3) | $5,248 | $0 | HEALTH AND HUMAN SERVICES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 115 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 54 | RecipientCnt |
| Cash Grant | $71,100 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ROCHESTER AREA FOUNDATION (RAF) IS A COMMUNITY-BASED ECLECTIC GRANTMAKER. EACH APPLICATION IS CONSIDERED ON ITS OWN MERITS AND THE DECISION TO AWARD A REQUEST IS MADE ON A CASE BY CASE BASIS. GRANTS ARE NOT AWARDED TO INDIVIDUALS, PRIVATE FOUNDATIONS, OR POLITICAL ORGANIZATIONS. GRANTS ARE MADE TO RELIGIOUS ORGANIZATIONS ONLY FOR PURPOSES OF DIRECT COMMUNITY SERVICE PROJECTS. GRANTS ARE LIMITED TO NONPROFIT ORGANIZATIONS WHICH HAVE A 501(C)(3) DESIGNATION, ARE GOVERNMENT AGENCIES, OR ARE UNDER THE FISCAL AGENCY UMBRELLA OF A 501(C)(3) DESIGNATED ORGANIZATION. IN GENERAL, RAF DOES NOT SUPPORT GENERAL CAPITAL CAMPAIGNS, PROVIDE SUPPORT FUNDING FOR ORGANIZATIONAL DEFICITS, OR TO REPLACE GOVERNMENT FUNDING. FUND DRIVES OR REQUESTS FOR EVENT SPONSORSHIPS SHOULD BE DIRECTED TO RAF'S PRESIDENT FOR SPONSORSHIP CONSIDERATION. TYPICALLY, GRANTS WILL NOT BE AWARDED FOR ENDOWMENTS, ANNUAL CAMPAIGNS, PROPOSALS THAT DUPLICATE EXISTING SERVICES, POLITICAL ACTIVITIES, OR RELIGIOUS ACTIVITIES. RAF DOES NOT MAKE MULTI-YEAR GRANTS OR MORE THAN ONE GRANT TO AN ORGANIZATION WITHIN 12 MONTHS OF AN AWARD. AN ORGANIZATION MAY APPLY FOR A GRANT ONCE DURING EACH CALENDAR. TO BE CONSIDERED, THE ORGANIZATION MUST HAVE COMPLETED ALL PRIOR PROJECTS AND FILED A FINAL REPORT TO CLOSE OUT AWARDED FUNDS. RAF AWARDS GRANTS TO BENEFIT COMMUNITIES IN THE CATCHMENT AREA PROSCRIBED BY THE RAF BOARD OF TRUSTEES, CURRENTLY WITHIN A 40 MILE RADIUS OF ROCHESTER. AGENCIES OUTSIDE OF THE TRADITIONAL CATCHMENT AREA ARE ELIGIBLE FOR GRANTS PROVIDED THE IMPACT FOR PROJECT WILL FALL PRIMARILY WITHIN THE RAF CATCHMENT AREA BUT THE GRANT DISTRIBUTION COMMITTEE MAY REQUIRE INPUT THROUGH A LOCAL ADVISORY GROUP OR BOARD IF A LOCAL OFFICE IS NOT PRESENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER WOODFORD | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $115,350 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $38,450 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,813 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $1,938 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $448 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $149 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $121,611 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $40,537 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,361,075 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER IN PART I, COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | GIFTS OF STOCK, SECURITIES, AND OTHER INVESTMENT FUNDS ARE RECEIVED BY A THIRD PARTY WITH WHOM ROCHESTER AREA FOUNDATION HAS AN ACCOUNT. THE SECURITIES ARE THEN SOLD BY THAT THIRD PARTY AND PROCEEDS ARE TRANSFERRED TO A SAVINGS ACCOUNT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | IN MARCH 2023 WE ADDED 10 NEW FISCALLY SPONSORED PROJECTS, DUE TO THE DISSOLUTION OF ANOTHER COMMUNITY ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS MADE UP OF THE OFFICERS OF THE BOARD OF DIRECTORS. THE PRESIDENT OF THE ROCHESTER AREA FOUNDATION SERVES AS AN EX-OFFICIO MEMBER. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND DIRECTION OF THE BUSINESS AND CONDUCT THE AFFAIRS OF THE FOUNDATION. NO POLICY OR ACTION ADOPTED OR TAKEN BY THE EXECUTIVE COMMITTEE SHALL CONTINUE EFFECTIVE UNLESS APPROVED AT THE NEXT MEETING OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | RSM PROVIDES A DRAFT OF THE FORM 990 TO THE FINANCE OFFICER. THE FINANCE OFFICER, PRESIDENT AND TREASURER REVIEW THE DRAFTS AND MAKE ANY NECESSARY CHANGES. REVISED COPIES ARE THEN PRESENTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW, AND A VOTE TO APPROVE IS TAKEN AFTER THE TRUSTEES HAVE REVIEWED THE RETURNS. THE REVIEW AND APPROVAL TAKE PLACE PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ROCHESTER AREA FOUNDATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL PERSONS HOLDING POSITIONS OF RESPONSIBILITY AND TRUST ON BEHALF OF THE FOUNDATION, INCLUDING BUT NOT LIMITED TO MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF BOARD COMMITTEES WHO ARE NOT MEMBERS OF THE BOARD, VOLUNTEER COMMITTEE MEMBERS, MEMBERS OF THE BOARDS OF SUPPORTING ORGANIZATIONS TO THE FOUNDATION, REPRESENTATIVES OF FISCALLY SPONSORED PROJECTS, AND MEMBERS OF THE FOUNDATION STAFF (HEREINAFTER "MEMBERS"). THIS POLICY SHALL BE PROVIDED TO EACH MEMBER AT THE TIME THAT HE OR SHE IS ASKED TO SERVE THE FOUNDATION. IN CONDUCTING THE AFFAIRS OF THE FOUNDATION, DUALITY OR CONFLICT OF INTEREST SHALL BE PRESUMED WHEN A PERSON TO WHOM THIS POLICY APPLIES OR A MEMBER OF HIS/HER IMMEDIATE FAMILY SERVES AS A TRUSTEE, OFFICER, STAFF MEMBER OR HOLDER OF MORE THAN 10% OF CORPORATE STOCK OF AN AFFECTED ORGANIZATION OR FIRM; HAS A FORMAL AFFILIATION OR INTEREST IN AN AFFECTED ORGANIZATION OR FIRM; OR COULD EXPECT FINANCIAL GAIN OR LOSS FROM A PARTICULAR DECISION. BEFORE A STAFF, BOARD OR VOLUNTEER COMMITTEE MEMBER BEGINS HIS OR HER SERVICE WITH THE FOUNDATION, HE OR SHE SHALL FILE WITH THE PRESIDENT OF THE FOUNDATION A LIST OF HIS OR HER PRINCIPAL BUSINESS ACTIVITIES, AS WELL AS INVOLVEMENT WITH OTHER CHARITABLE AND BUSINESS ORGANIZATIONS, VENDORS OR BUSINESS INTERESTS, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT OF INTEREST. ALL MEMBERS WILL BE REQUIRED TO SUBMIT THE DISCLOSURE STATEMENT ON AN ANNUAL BASIS. IN ADDITION TO THE DISCLOSURE REQUIRED BY THE PREVIOUS PARAGRAPH, EACH MEMBER IS UNDER AN OBLIGATION TO THE FOUNDATION, TO HIS OR HER FELLOW STAFF OR VOLUNTEERS, AND TO THE COMMUNITY SERVED BY THE FOUNDATION TO INFORM THE FOUNDATION OF ANY POSITION HE OR SHE HOLDS OR OF ANY BUSINESS OR VOCATIONAL ACTIVITY THAT MAY RESULT IN A POSSIBLE CONFLICT OF INTEREST OR BIAS FOR OR AGAINST A PARTICULAR GRANTEE, ACTION, OR POLICY, AT THE TIME SUCH GRANT, ACTION, OR POLICY IS UNDER CONSIDERATION BY THE BOARD OR ANY VOLUNTEER COMMITTEE OF THE FOUNDATION. ANY DUALITY OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER SHALL BE DISCLOSED TO THE CHAIR OF THE BOARD (IN THE CASE OF VOLUNTEERS) OR THE PRESIDENT (IN THE CASE OF STAFF MEMBERS) AND MADE A MATTER OF RECORD AS SOON AS THE ISSUE IN QUESTION IS RAISED AND A POSSIBLE CONFLICT IS KNOWN. WHEN THE BOARD, COMMITTEE, OR STAFF IS TO DECIDE UPON AN ISSUE ABOUT WHICH A MEMBER HAS AN UNAVOIDABLE CONFLICT OF INTEREST, THAT MEMBER SHALL PHYSICALLY ABSENT HERSELF OR HIMSELF WITHOUT COMMENT FROM NOT ONLY THE VOTE, BUT ALSO FROM THE DELIBERATION, UNLESS DIRECTLY REQUESTED BY THE CHAIR OF THE BOARD OR RELEVANT COMMITTEE TO PROVIDE FACTUAL INFORMATION OR ANSWER FACTUAL QUESTIONS THAT MAY ASSIST THE BOARD OR COMMITTEE IN MAKING A WISE DECISION. IN NO CASE SHALL THAT MEMBER VOTE ON SUCH MATTER OR ATTEMPT TO EXERT PERSONAL INFLUENCE IN CONNECTION THEREWITH. DISCLOSURE AND ABSTENTION SHALL BE RECORDED IN THE MINUTES OF THE MEETING(S) AT WHICH THE ISSUE IS DISCUSSED AND DECIDED. IN ANY SITUATION NOT SPECIFICALLY COVERED BY THE PREVIOUS SECTIONS OF THIS POLICY, MEMBERS SHALL CONSIDER CAREFULLY ANY POTENTIAL CONFLICT OF THEIR PERSONAL INTERESTS WITH THE INTERESTS OF THE FOUNDATION AND REFRAIN FROM ANY ACTION THAT MIGHT BE PERCEIVED AS AN ACTUAL OR APPARENT CONFLICT OF INTEREST. THE CHAIR OF THE BOARD SHALL BE RESPONSIBLE FOR THE APPLICATION AND INTERPRETATION OF THESE POLICIES AS THEY RELATE TO BOARD MEMBERS, VOLUNTEER COMMITTEE MEMBERS, OR THE PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS. THE EXECUTIVE COMMITTEE SURVEYS TRUSTEES AND STAFF EACH YEAR AND COMBINES THAT WITH ORGANIZATIONAL PERFORMANCE TO COMPLETE A PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR. THE RESULTS OF THE PERFORMANCE EVALUATION ARE USED TO DETERMINE ANY COMPENSATION ADJUSTMENT THAT IS RECOMMENDED BY THE EXECUTIVE COMMITTEE AND REVIEWED AND APPROVED BY THE FULL BOARD OF TRUSTEES. THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS AND INCREASES ARE BASED ON MERIT. THE MOST RECENT PERFORMANCE EVALUATIONS WERE COMPLETED NOVEMBER/DECEMBER 2023, AND COMPENSATION ADJUSTMENT MEMOS WERE GIVEN TO STAFF AT THE END OF 2023. COMPENSATION ADJUSTMENTS WERE EFFECTIVE AT THE BEGINNING OF 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS MAY BE OBTAINED BY THE PUBLIC ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART VII: | ALL PAYROLL IS PROCESSED, AND EMPLOYMENT TAXES ARE REPORTED BY ROCHESTER AREA FOUNDATION. A PORTION OF COMPENSATION IS CHARGED TO FIRST HOMES PROPERTIES, A RELATED ORGANIZATION, AND IS REPORTED AS PAID BY A RELATED ORGANIZATION, ON FORM 990, PART VII. |
| FORM 990, PART IX, LINE 11G | PROCESSING FEES: PROGRAM SERVICE EXPENSES 29,889. MANAGEMENT AND GENERAL EXPENSES 22,258. FUNDRAISING EXPENSES 11,447. TOTAL EXPENSES 63,594. ADMINISTRATIVE FEE: PROGRAM SERVICE EXPENSES 184,246. MANAGEMENT AND GENERAL EXPENSES 137,204. FUNDRAISING EXPENSES 70,562. TOTAL EXPENSES 392,012. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 215,268. MANAGEMENT AND GENERAL EXPENSES 160,306. FUNDRAISING EXPENSES 82,442. TOTAL EXPENSES 458,016. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST 67,002. |
| FORM 990, PART XI, LINE 2C: | THE FINANCE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST HOMES PROPERTIES | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 412004557 | TO PROVIDE OPPORTUNITIES FOR LOW AND MODERATE INCOME HOUSEHOLDS IN SE MN | MN | 501(C)(3) | LINE 12A, I | ROCHESTER AREA FOUNDATION | Yes (1) |
| RAF PROPERTIES | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 411891463 | TO RECEIVE, HOLD & DISBURSE ANY REAL PROPERTY FOR ROCHESTER AREA FDN. | MN | 501(C)(3) | LINE 12A, I | ROCHESTER AREA FOUNDATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FIRST HOMES PROPERTIES | ||
| D | $2,509,607 | FAIR MARKET VALUE |
| FIRST HOMES PROPERTIES | ||
| B | $1,121,522 | FAIR MARKET VALUE |
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