ST CROIX VALLEY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ST CROIX VALLEY FOUNDATION (EIN 41-1817315)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-23
- IRS object ID
- 202340239349301634
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-23T14:10:51-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463220328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKINS HENKE AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 INWOOD AVENUE NORTH SUITE 160 | AddressLine1Txt |
| City | OAKDALE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411817315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST CROIX VALLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STCR | BusinessNameControlTxt |
| Phone | 7153869490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 SECOND STREET 214 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER LOGELIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7153869490 | PhoneNum |
| Signature | 2023-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEATHER | PersonFirstNm |
| Person Last | LOGELIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA M AKINS | PreparerPersonNm |
| PTIN | P00950359 | PTIN |
| Phone | 6516363806 | PhoneNum |
| Preparation | 2023-01-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HEATHER LOGELIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 SECOND STREET SUITE 214 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,529,449 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCVFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY, CONNECTING PEOPLE AND PROGRAMS, AND ENCOURAGING COLLABORATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,995,330 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,163,246 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $229,985 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $235,087 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,030,035 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,981,280 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$304 | PYOtherRevenueAmt |
| CY Other Revenue | -$418 | CYOtherRevenueAmt |
| PY Total Revenue | $8,255,046 | PYTotalRevenueAmt |
| CY Total Revenue | $14,379,195 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,103,454 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,852,542 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $595,181 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $685,961 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $84,869 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $418,391 | PYOtherExpensesAmt |
| CY Other Expenses | $416,097 | CYOtherExpensesAmt |
| PY Total Expenses | $4,117,026 | PYTotalExpensesAmt |
| CY Total Expenses | $5,954,600 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,138,020 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,424,595 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,244,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,504,280 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,234,755 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,972,899 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,009,957 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,531,381 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY - BUILDING PERMANENT FUNDS THAT WILL PROVIDE RESOURCES FOR THE NEEDS OF TODAY AND TOMORROW. CONNECTING PEOPLE AND PROGRAMS - BRINGING TOGETHER PEOPLES CHARITABLE INTERESTS AND THE FUNDING NEEDS TO PROGRAMS AND ORGANIZATIONS. ENCOURAGING COLLABORATION - FORMING PARTNERSHIPS AND PROVIDING SERVANT LEADERSHIP THROUGH PROGRAMS THAT ENHANCE THE QUALITY OF LIFE IN OUR REGION'S DISTINCT COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,967,472 | ExpenseAmt |
| Grant | $4,852,542 | GrantAmt |
| Desc | GRANTS TO ART, EDUCATION, HUMAN SERVICES, ENVIRONMENTAL, RELIGIOUS, HEALTH AND OTHER CHARITABLE ORGANIZATIONS. APPROXIMATELY 1,130 GRANTS WERE GIVEN IN FISCAL YEAR 2022. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $251,628 | ExpenseAmt |
| Desc | SPECIAL COMMUNITY PROJECTS: IN KEEPING WITH THE FOUNDATION'S MISSION, FOUNDATION STAFF MEMBERS PARTNER WITH OTHER ORGANIZATIONS, ESPECIALLY OUR AFFILIATE FOUNDATIONS, TO DIRECTLY ADDRESS CHANGING COMMUNITY CONCERNS. THIS INCLUDES: 1) FOSTERING COMMUNITY DIALOGUE AROUND LOCAL ISSUES - THROUGH REGIONAL FORUMS AND "CONVERSATIONS OF THE VALLEY; 2) PROMOTING NON PROFIT PERFORMANCE THROUGH WORKSHOPS AND GRANTS AND 3) WORKING WITH OUR AFFILIATES TO STRENGTHEN THEIR MANAGEMENT, GOVERNANCE, AND FUNDRAISING CAPACITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $102,600 | ExpenseAmt |
| Revenue | $235,087 | RevenueAmt |
| Desc | FUND MANAGEMENT AND PHILANTHROPIC SERVICES: THESE ACTIVITIES INCLUDE WORKING WITH DONORS, AGENCIES AND AFFILIATED FUNDS WHO ALREADY HAVE ESTABLISHED FUNDS WITH THE FOUNDATION AND INCLUDE TECHNICAL ASSISTANCE, TRAINING AND EDUCATION AS WELL AS ACCOUNTING ACTIVITIES. THERE WERE APPROXIMATELY 490 FUNDS MANAGED IN FISCAL YEAR 2022. THESE ACTIVITIES INCLUDE WORKING WITH DONOR PROSPECTS, WITH PROFESSIONAL FINANCIAL ADVISORS AND AGENCIES WHO WANT TO ESTABLISH A FUND WITH THE FOUNDATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,321,700 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 5 | Form8282FiledCnt |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY LOWNSBURY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7153869490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 SECOND STREEET | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KATRINA LARSEN | ||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM ELLIS | ||||||
| VICE CHAIR/SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENNIS DUERST | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHELLE BREDAHL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANN HERZOG DREWISKE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE DZIUK | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA EHRLICHMANN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY FREUND | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUE GERLACH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN HOOLIHAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY KELSEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELANIE KLEISS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CLARENCE MALICK | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE PEPIN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE SCHROEDER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHA SHOTLEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT SODERBERG | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW THUESON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ELLEN VIETOR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHALRES WIKELIUS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER LOGELIN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $113,545 | $0 | $15,475 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $113,545 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,475 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,150 | FundraisingAmt |
| All Other Contributions | $7,162,096 | AllOtherContributionsAmt |
| Noncash Contributions | $3,413,103 | NoncashContributionsAmt |
| Total Contributions | $7,163,246 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE CHARGES | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $235,087 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $235,087 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $235,087 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,018,403 | TotalRevenueColumnAmt |
| Exclusion | $2,018,403 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,108,020 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,145,143 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,962,877 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,962,877 | TotalRevenueColumnAmt |
| Exclusion | $4,962,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,693 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,150 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $5,111 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$418 | TotalRevenueColumnAmt |
| Exclusion | -$418 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,379,195 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $235,087 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,980,862 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,852,542 | TotalAmt |
| Program Services | $4,852,542 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,850 | TotalAmt |
| Program Services | $72,933 | ProgramServicesAmt |
| Management And General | $55,855 | ManagementAndGeneralAmt |
| Fundraising | $33,062 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,952 | TotalAmt |
| Program Services | $167,533 | ProgramServicesAmt |
| Management And General | $230,996 | ManagementAndGeneralAmt |
| Fundraising | $23,423 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,526 | TotalAmt |
| Program Services | $7,391 | ProgramServicesAmt |
| Management And General | $11,471 | ManagementAndGeneralAmt |
| Fundraising | $664 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,526 | TotalAmt |
| Program Services | $19,889 | ProgramServicesAmt |
| Management And General | $17,932 | ManagementAndGeneralAmt |
| Fundraising | $1,705 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,107 | TotalAmt |
| Program Services | $17,706 | ProgramServicesAmt |
| Management And General | $21,368 | ManagementAndGeneralAmt |
| Fundraising | $4,033 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,185 | TotalAmt |
| Management And General | $13,185 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,518 | TotalAmt |
| Management And General | $109,518 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180 | TotalAmt |
| Management And General | $180 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,830 | TotalAmt |
| Program Services | $7,187 | ProgramServicesAmt |
| Management And General | $605 | ManagementAndGeneralAmt |
| Fundraising | $6,038 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,869 | TotalAmt |
| Program Services | $5,910 | ProgramServicesAmt |
| Management And General | $7,135 | ManagementAndGeneralAmt |
| Fundraising | $1,824 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,960 | TotalAmt |
| Program Services | $23,823 | ProgramServicesAmt |
| Management And General | $26,825 | ManagementAndGeneralAmt |
| Fundraising | $4,312 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,725 | TotalAmt |
| Program Services | $1,900 | ProgramServicesAmt |
| Management And General | $194 | ManagementAndGeneralAmt |
| Fundraising | $631 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,468 | TotalAmt |
| Program Services | $8,891 | ProgramServicesAmt |
| Management And General | $837 | ManagementAndGeneralAmt |
| Fundraising | $740 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,689 | TotalAmt |
| Program Services | $5,500 | ProgramServicesAmt |
| Management And General | $6,194 | ManagementAndGeneralAmt |
| Fundraising | $995 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,754 | TotalAmt |
| Program Services | $2,494 | ProgramServicesAmt |
| Management And General | $2,809 | ManagementAndGeneralAmt |
| Fundraising | $451 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND PROJECT EXPENSES | $85,982 | $85,982 | ||
| EQUIPMENT RENTAL AND MA | $84,717 | $36,722 | $41,348 | $6,647 |
| DUES AND SUBSCRIPTIONS | $4,810 | $2,913 | $1,553 | $344 |
| CONVERSATIONS OF THE VA | $2,384 | $2,384 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26 | TotalAmt |
| Management And General | $26 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,954,600 | TotalAmt |
| Program Services | $5,321,700 | ProgramServicesAmt |
| Management And General | $548,031 | ManagementAndGeneralAmt |
| Fundraising | $84,869 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,350 | BOYAmt |
| EOY | $26,259 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,698 | BOYAmt |
| EOY | $296,098 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $836,197 | BOYAmt |
| EOY | $682,994 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,801 | BOYAmt |
| EOY | $9,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $96,540 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,593 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,893 | BOYAmt |
| EOY | $17,947 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,570,233 | BOYAmt |
| EOY | $76,011,817 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,540 | BOYAmt |
| EOY | $460,144 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,244,712 | BOYAmt |
| EOY | $77,504,280 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,962 | BOYAmt |
| EOY | $117,225 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,149,339 | BOYAmt |
| EOY | $27,852,832 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,454 | BOYAmt |
| EOY | $2,842 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,234,755 | BOYAmt |
| EOY | $27,972,899 | 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 | $935,206 | BOYAmt |
| EOY | $934,362 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,074,751 | BOYAmt |
| EOY | $48,597,019 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,009,957 | BOYAmt |
| EOY | $49,531,381 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,244,712 | BOYAmt |
| EOY | $77,504,280 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,424,595 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$15,878,775 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$24,396 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $3,579,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,432,204 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,583,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,995,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,163,246 | CurrentTaxYearAmt |
| Total | $28,754,126 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,579,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,432,204 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,583,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,995,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,163,246 | CurrentTaxYearAmt |
| Total | $28,754,126 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,511,142 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,242,984 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $892,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,397,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $925,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $923,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,018,403 | CurrentTaxYearAmt |
| Total | $6,157,367 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,911,493 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,179,989 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73070 | 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 | 157 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 98 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $4,255,014 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $735,444 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,787,275 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,305,286 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,623,472 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $18,858,699 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,522,613 | BeginningYearBalanceAmt |
| Contributions | $2,059,274 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,480,455 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,493,448 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $543,574 | AdministrativeExpensesAmt |
| End Year Balance | $41,064,410 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,674,453 | BeginningYearBalanceAmt |
| Contributions | $2,781,941 | ContributionsAmt |
| Investment Earnings Or Losses | $11,934,428 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,396,551 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $471,658 | AdministrativeExpensesAmt |
| End Year Balance | $49,522,613 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,772,179 | BeginningYearBalanceAmt |
| Contributions | $2,178,967 | ContributionsAmt |
| Investment Earnings Or Losses | $214,114 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,072,629 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $418,178 | AdministrativeExpensesAmt |
| End Year Balance | $36,674,453 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,289,377 | BeginningYearBalanceAmt |
| Contributions | $4,721,927 | ContributionsAmt |
| Investment Earnings Or Losses | $1,209,672 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,054,937 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $393,860 | AdministrativeExpensesAmt |
| End Year Balance | $35,772,179 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,921,744 | BeginningYearBalanceAmt |
| Contributions | $2,004,559 | ContributionsAmt |
| Investment Earnings Or Losses | $2,309,366 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $614,290 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $332,022 | AdministrativeExpensesAmt |
| End Year Balance | $31,289,357 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00840 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90650 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08510 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,593 | DepreciationAmt |
| Book Value | $17,947 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,947 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE | Desc |
| Amt | $2,842 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,842 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$1,633,494 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$15,878,775 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$24,396 | OtherRevenueAmt |
| Revenue Not Reported | -$15,903,171 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,269,677 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $109,518 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $109,518 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,379,195 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,845,082 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,845,082 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $109,518 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $109,518 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,954,600 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION HAS ESTABLISHED A LIABILITY FOR FUNDS FROM DONORS WHICH THE FOUNDATION IS AN AGENT. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS IN WHICH IT IS ACTING AS AN AGENT. |
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO PROVIDE PROGRAM SUPPORT SUCH AS ARTS, MUSIC, AND SCIENCE AS WELL AS GENERAL OPERATIONS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFITICAL INTEREST IN TRUST -24,396. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (99 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SOMERSET PUBLIC LIBRARY | ||||||||
| 208 HUD STREET | SOMERSET | WI | 54025 | 396068625 | 501(C)(3) | $1,085,684 | $0 | FURNISHING & SUPPLIES FOR STORY TIME ROOM |
| HUDSON HOCKEY ASSOCIATION | ||||||||
| 1820 HANLEY RD | HUDSON | WI | 54016 | 391296587 | 501(C)(3) | $263,250 | $0 | GENERAL OPERATING, CAPITAL CAMPAIGN |
| MINNESOTA CHILDREN'S MUSEUM | ||||||||
| 10 WEST 7TH STREET | ST PAUL | MN | 55102 | 411354181 | 501(C)(3) | $200,000 | $0 | GENERAL OPERATING |
| WILD RIVERS CONSERVANCY OF THE ST CROIX AND NAMEKAGON | ||||||||
| 1015 N CASCADE ST | OSCEOLA | WI | 54020 | 263025933 | 501(C)(3) | $156,776 | $0 | SPONSORSHIP, GENERAL OPERATING, SITE PLANNING |
| PRESBYTERIAN HOMES FOUNDATION | ||||||||
| 2845 HAMLINE AVE N | ROSEVILLE | MN | 55113 | 411465334 | 501(C)(3) | $155,000 | $0 | GENERAL OPERATING |
| COURAGE KENNY REHABILITATION INSTITUTE - ST CROIX | ||||||||
| 1460 CURVE CREST BLVD | STILLWATER | MN | 55082 | 411952989 | 501(C)(3) | $153,071 | $0 | GENERAL OPERATING |
| LAKEVIEW MEMORIAL HOSPICE PROGRAM | ||||||||
| 927 CHURCHILL STREET | STILLWATER | MN | 55082 | 411386635 | 501(C)(3) | $152,571 | $0 | GENERAL OPERATING |
| FRIENDS OF PERCH LAKE | ||||||||
| PO BOX 891 | HUDSON | WI | 54016 | 311744774 | 501(C)(3) | $108,407 | $0 | GENERAL OPERATING |
| TWIN CITIES HABITAT FOR HUMANITY | ||||||||
| 1954 UNIVERSITY AVE W | ST PAUL | MN | 55104 | 363363171 | 501(C)(3) | $100,250 | $0 | GENERAL OPERATING |
| CIMARRON COMMUNITY FARM LLC | ||||||||
| 2633 DUPONT AVE S UNIT 3 | MINNEAPOLIS | MN | 55408 | 853820931 | 501(C)(3) | $75,850 | $0 | STAFFING |
| YMCA HUDSON | ||||||||
| 2211 VINE ST | HUDSON | WI | 54016 | 452563299 | 501(C)(3) | $60,707 | $0 | GENERAL OPERATING |
| NEW RICHMOND AREA COMMUNITY FOUNDATION | ||||||||
| PO BOX 96 | NEW RICHMOND | WI | 54017 | 391392267 | 501(C)(3) | $57,000 | $0 | PAYROLL AND RELATED EXPENSES |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | 416042488 | 501(C)(3) | $45,800 | $0 | RAPTOR CENTER, LAW SCHOOL, SCHOLARSHIPS, OUTREACH |
| PRAYING PELICAN MISSIONS | ||||||||
| 8011 34TH AVE S SUITE 333 | BLOOMINGTON | MN | 55425 | 300222202 | 501(C)(3) | $45,000 | $0 | CONSTRUCTION AND MINISTRY OF BLIBLICA UNCION Y FUEGO SIQUIRRES, COSTA RICA |
| CITY OF PRESCOTT | ||||||||
| 800 BORNER ST | PRESCOTT | WI | 54021 | 396005578 | 501(C)(3) | $42,200 | $0 | K-9 PROGRAM |
| FAMILYMEANS | ||||||||
| 1875 NORTHWESTERN AVENUE SOUTH | STILLWATER | MN | 55082 | 416045574 | 501(C)(3) | $41,114 | $0 | GENERAL OPERATING, COUNSELING & THERAPY |
| THE PHIPPS CENTER FOR THE ARTS | ||||||||
| 109 LOCUST STREET | HUDSON | WI | 54016 | 391360778 | 501(C)(3) | $35,343 | $0 | MEMORIAL, ENDOWMENT, GENERAL OPERATIONS |
| PARKINSON'S FOUNDATION | ||||||||
| 8085 WAYZATA BLVD SUITE 100 | GOLDEN VALLEY | MN | 55426 | 131866796 | 501(C)(3) | $35,000 | $0 | KITS/GUIDES AND CARE PROGRAM |
| BAYFIELD ELECTRIC COOPERATIVE | ||||||||
| PO BOX 68 | IRON RIVER | WI | 54847 | 390154234 | 501(C)(3) | $32,375 | $0 | POWERLINE ON THE NAMEKAGON RIVER & REMOVAL OF OLD INFRASTRUCTURE |
| MINNESOTA HISTORICAL SOCIETY | ||||||||
| 345 KELLOGG BLVD W | ST PAUL | MN | 55102 | 410713907 | 501(C)(3) | $31,500 | $0 | INTERNSHIP PROGRAM/GENERAL OPERATIONS |
| UNITED WAY ST CROIX VALLEY | ||||||||
| 201 SECOND STREET SOUTH SUITE 300 | HUDSON | WI | 54016 | 391372545 | 501(C)(3) | $26,806 | $0 | TRAINING, GENERAL OPERATION, POLK COUNTY SERVICE, GIVEBIG |
| MOUNT CALVARY LUTHERAN CHURCH | ||||||||
| 301 COUNTY ROAD 19 | EXCELSIOR | MN | 55331 | 410870777 | 501(C)(3) | $26,000 | $0 | ANNUAL GIFT, CAPITAL CAMPAIGN |
| THE PARTNERSHIP PLAN FOR STILLWATER AREA SCHOOLS | ||||||||
| 1875 S GREELEY ST | STILLWATER | MN | 55082 | 203012418 | 501(C)(3) | $25,134 | $0 | MENTAL HEALTH, GENERAL OPERATING |
| SPRING RUN CHARITABLE FOUNDATION | ||||||||
| 9136 SPRING RUN BLVD | BONITA SPRINGS | FL | 34135 | 263813716 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATING |
| ST ANDREW'S LUTHERAN CHURCH | ||||||||
| 900 STILLWATER ROAD | MAHTOMEDI | MN | 55115 | 410880458 | 501(C)(3) | $23,500 | $0 | GENERAL OPERATING, HOPE LIVES PROJECT |
| RIVER FALLS SCHOOL DISTRICT | ||||||||
| 852 EAST DIVISION STREET | RIVER FALLS | WI | 54022 | 396004207 | 501(C)(3) | $23,345 | $0 | SAFETY PROJECT, CURRICULUM, LUNCH PROGRAM, SCVMEA |
| CANVAS HEALTH | ||||||||
| 7066 STILLWATER BOULEVARD NO | OAKDALE | MN | 55128 | 410955577 | 501(C)(3) | $22,879 | $0 | SPONSORSHIP, GREATEST NEED |
| UNITED WAY OF WASHINGTON COUNTY EAST | ||||||||
| 1825 CURVE CREST BLVD | STILLWATER | MN | 55082 | 410855267 | 501(C)(3) | $22,350 | $0 | GENERAL OPERATING |
| AMHERST H WILDER FOUNDATION | ||||||||
| 451 LEXINGTON PARKWAY NORTH | ST PAUL | MN | 55104 | 410693889 | 501(C)(3) | $20,960 | $0 | CAREGIVER SUPPORT VIA IN/OUT OF HOME RESPITE CARE PROGRAM |
| BLUES ON THE CHIPPEWA INC | ||||||||
| PO BOX 125 | DURAND | WI | 54736 | 262517984 | 501(C)(3) | $20,000 | $0 | MUSIC FESTIVAL TO SUPPORT FOOD AID AND MUSIC EDUCATION. |
| FRIENDS OF FREEDOM PARK INC | ||||||||
| 200 MONROE STREET | PRESCOTT | WI | 54021 | 203842342 | 501(C)(3) | $19,947 | $0 | OPERATIONS |
| ST JOHN'S UNITED CHURCH OF CHRIST | ||||||||
| PO BOX 14 | LA POINTE | WI | 54850 | 237165228 | 501(C)(3) | $19,000 | $0 | CAPITAL IMPROVEMENTS, ANNUAL GIFT |
| PRESCOTT SCHOOL DISTRICT | ||||||||
| 1220 ST CROIX ST | PRESCOTT | WI | 54021 | 396004038 | 501(C)(3) | $18,125 | $0 | AUDITORIUM, CONCERT, SCHOLARSHIPS |
| CATHOLIC RELIEF SERVICES | ||||||||
| PO BOX 17090 | BALTIMORE | MD | 21298 | 135563422 | 501(C)(3) | $18,000 | $0 | PEOPLE OF UKRAINE |
| SCIENCE MUSEUM OF MINNESOTA | ||||||||
| 120 WEST KELLOGG BOULEVARD | ST PAUL | MN | 55102 | 410706172 | 501(C)(3) | $17,500 | $0 | YOUTH SCIENCE CENTER, GENERAL OPERATING |
| ST CROIX VALLEY FOOD BANK | ||||||||
| PO BOX 377 | HUDSON | WI | 54016 | 852550542 | 501(C)(3) | $16,862 | $0 | GENERAL OPERATING, FOOD BANK PROGRAM. |
| VALLEY OUTREACH | ||||||||
| 1911 CURVE CREST BLVD W | STILLWATER | MN | 55082 | 411452973 | 501(C)(3) | $16,815 | $0 | GENERAL OPERATING, FEED THE FAMILY |
| RIVER VALLEY TRAILS | ||||||||
| PO BOX 682 | HUDSON | WI | 54016 | 460484130 | 501(C)(3) | $16,000 | $0 | LIMITLESS CYCLING PROJECT |
| ST PAUL'S NEWMAN CHURCH OF FARGO | ||||||||
| 1141 UNIVERSITY DR N | FARGO | ND | 58102 | 410276061 | 501(C)(3) | $15,000 | $0 | ST PAUL'S NEWMAN CENTER |
| THE HISTORY THEATRE INC | ||||||||
| 30 E TENTH ST | ST PAUL | MN | 55101 | 411408420 | 501(C)(3) | $15,000 | $0 | FOR THE LANCE BELVILLE FUND FOR NEW PLAY DEVELOPMENT |
| FAMILY SERVICES OF WESTCHESTER INC | ||||||||
| 2975 WESTCHESTER AVENUE SUITE 401 | PURCHASE | NY | 10577 | 131773419 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING |
| MT ZION LUTHERAN CHURCH | ||||||||
| 505 13TH ST | HUDSON | WI | 54016 | 391457890 | 501(C)(3) | $13,900 | $0 | CAPITAL CAMPAIGN AND GENERAL OPERATIONS |
| FAMILY RESOURCE CENTER ST CROIX VALLEY INC | ||||||||
| 857 MAIN STREET | BALDWIN | WI | 54002 | 391943404 | 501(C)(3) | $13,377 | $0 | GENERAL OPERATING, MENTAL HEALTH SUPPORT |
| STRUTHER'S PARKINSON'S CARE NETWORK | ||||||||
| 6701 COUNTRY CLUB DRIVE | GOLDEN VALLEY | MN | 55427 | 410132080 | 501(C)(3) | $13,000 | $0 | ONLINE PARKINSON'S PATIENT AND CAREGIVER COURSE EXPANSION |
| NEW RICHMOND SCHOOL DISTRICT | ||||||||
| 701 EAST 11TH STREET | NEW RICHMOND | WI | 54017 | 396003673 | 501(C)(3) | $12,988 | $0 | BOOKS, FAMILY SAFETY NIGHT, SPONSORSHIP, MEMORIAL, SOAR |
| HUDSON SCHOOL DISTRICT | ||||||||
| 644 BRAKKE DR | HUDSON | WI | 54016 | 396002665 | 501(C)(3) | $12,420 | $0 | SCHOLARSHIPS, WILLOW RIVER ELEMENTARY, DIGITAL NATIVES |
| RENAISSANCE CHARITABLE FOUNDATION INC | ||||||||
| 8910 PURDUE RD SUITE 555 | INDIANAPOLIS | IN | 46268 | 352129262 | 501(C)(3) | $12,135 | $0 | RICK AND SANDY BOWEN CHARITABLE FUND |
| STILLWATER PUBLIC LIBRARY | ||||||||
| 224 THIRD ST N | STILLWATER | MN | 55082 | 416005566 | 501(C)(3) | $12,041 | $0 | ANNUAL, GENERAL OPERATING |
| SALVATION ARMY ST CROIX COUNTYGRACE PLACE | ||||||||
| 505 W 8TH ST | NEW RICHMOND | WI | 54017 | 362167910 | 501(C)(3) | $11,943 | $0 | NEW BEGINNINGS, GENERAL OPERATING |
| CITY OF NEW RICHMOND | ||||||||
| 156 EAST FIRST ST | NEW RICHMOND | WI | 54017 | 396005554 | 501(C)(3) | $11,750 | $0 | SATHER NATURE CENTER |
| ARTREACH ST CROIX | ||||||||
| 224 4TH STREET NORTH | STILLWATER | MN | 55082 | 411758837 | 501(C)(3) | $10,570 | $0 | LEADERSHIP, ST. CROIX SPLASH, MOBILE ART GALLERY |
| YOUTH ADVANTAGE | ||||||||
| PO BOX 11 | STILLWATER | MN | 55082 | 262920118 | 501(C)(3) | $10,500 | $0 | GENERAL OPERATING, ATHLETIC FEES |
| NORTH END COMMUNITY FOUNDATION | ||||||||
| 1483 KENT ST | ST PAUL | MN | 55117 | 843707473 | 501(C)(3) | $10,240 | $0 | GENERAL OPERATING, GRANTS |
| MILL CITY CHURCH | ||||||||
| 3023 RANDOLF ST NE | MINNEAPOLIS | MN | 55418 | 464842729 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING |
| HEALING PLAY INC | ||||||||
| 1524 RIVER TERRACE ST | PRESCOTT | WI | 54021 | 832522811 | 501(C)(3) | $10,000 | $0 | FAIRY WONDERLAND PARK |
| FIVE LOAVES FOOD AND CLOTHING CENTER INC | ||||||||
| PO BOX 222 | NEW RICHMOND | WI | 54017 | 391565734 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATIONS, REFRIGERATOR |
| ST CROIX CATHOLIC SCHOOL | ||||||||
| 621 3RD ST S | STILLWATER | MN | 55082 | 411731931 | 501(C)(3) | $9,850 | $0 | LEGACY OF FAITH CAMPAIGN, GENERAL OPERATING |
| COMMUNITY REFERRAL AGENCY INC | ||||||||
| PO BOX 365 | MILLTOWN | WI | 54858 | 391368945 | 501(C)(3) | $9,200 | $0 | MENTAL HEALTH PROGRAM |
| HILL - MURRAY SCHOOL | ||||||||
| 2625 LARPENTEUR AVE EAST | MAPLEWOOD | MN | 55109 | 410829754 | 501(C)(3) | $9,000 | $0 | ANNUAL GIFT, GENERAL OPERATIONS |
| ADORAY HOME HEALTH & HOSPICE | ||||||||
| 990 MAIN STREET SUITE I | BALDWIN | WI | 54002 | 391791601 | 501(C)(3) | $8,600 | $0 | RECYCLE & REPURPOSE TEXTILES |
| UNIVERSITY OF NORTHWESTERN - ST PAUL | ||||||||
| PO BOX 130517 | ST PAUL | MN | 55113 | 410711610 | 501(C)(3) | $8,491 | $0 | SPRING FUNDRAISER, GENERAL OPERATING |
| YOUNG LIFE ST CROIX VALLEY | ||||||||
| 1151 PARKWOOD LANE | STILLWATER | MN | 55082 | 840385934 | 501(C)(3) | $8,082 | $0 | GENERAL OPERATIONS, CAMP TRANSPORTATION |
| HOPE LUTHERAN CHURCH | ||||||||
| 3337 KINGSBARN AVENUE | RIVER FALLS | WI | 54022 | 721603482 | 501(C)(3) | $8,040 | $0 | GENERAL OPERATIONS |
| HUDSON AREA LIBRARY FOUNDATION INC | ||||||||
| 700 FIRST STREET | HUDSON | WI | 54016 | 391686585 | 501(C)(3) | $7,901 | $0 | GENERAL OPERATING, PROGRAMS |
| STILLWATER AREA PUBLIC SCHOOLS - ISD #834 | ||||||||
| 1875 S GREELEY ST | STILLWATER | MN | 55082 | 416008519 | 501(C)(3) | $7,850 | $0 | BOYS CHOIR FESTIVAL, SASH ORCHESTRA, LEARNING CENTER |
| SAINT PAUL & MINNESOTA FOUNDATION | ||||||||
| 101 FIFTH STREET EAST SUITE 2400 | SAINT PAUL | MN | 55101 | 416031510 | 501(C)(3) | $7,716 | $0 | FOR THE MCDONALD FAMILY FUND |
| DULUTH CHILDREN'S MUSEUM INC | ||||||||
| 115 S 29TH AVE W | DULUTH | MN | 55806 | 410718361 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING |
| BAYFIELD COUNTY LAND & WATER CONSERVATION DEPARTMENT | ||||||||
| PO BOX 126 | WASHBURN | WI | 54891 | 396005670 | 501(C)(3) | $7,250 | $0 | STREAM FLOW AND TEMPERATURE MONITORING GAGE |
| HUDSON HOSPITAL FOUNDATION | ||||||||
| 405 STAGELINE ROAD | HUDSON | WI | 54016 | 391279567 | 501(C)(3) | $7,080 | $0 | SCHOLARSHIPS, GENERAL OPERATING |
| SALVATION ARMY | ||||||||
| 2445 PRIOR AVE N | ROSEVILLE | MN | 55113 | 410698597 | 501(C)(3) | $7,000 | $0 | GENERAL OPERATING |
| COMMUNITY THREAD | ||||||||
| 2300 WEST ORLEANS STREET | STILLWATER | MN | 55082 | 410967271 | 501(C)(3) | $7,000 | $0 | GENERAL OPERATING, BUS LOOP SERVICES |
| ST PAUL'S EPISCOPAL CHURCH | ||||||||
| 502 COUNTY ROAD UU | HUDSON | WI | 54016 | 391456269 | 501(C)(3) | $7,000 | $0 | RECTORS SEARCH FUND |
| INTERFAITH CAREGIVERS OF POLK COUNTY INC | ||||||||
| PO BOX 833 | SAINT CROIX FALLS | WI | 54024 | 391837906 | 501(C)(3) | $6,813 | $0 | NEIGHBORS HELPING NEIGHBORS, GENERAL OPERATIONS |
| CHISAGO LAKES SCHOOL DISTRICT #2144 | ||||||||
| 29678 KARMEL AVE | CHISAGO CITY | MN | 55013 | 411762002 | 501(C)(3) | $6,778 | $0 | CHISAGO LAKES HIGH SCHOOL, FRIENDS MAKE A DIFFERENCE PROGRAM |
| SENITIZO | ||||||||
| 2344 FOOTHILLS DR S | GOLDEN | CO | 80401 | 821555063 | 501(C)(3) | $6,762 | $0 | GENERAL OPERATING |
| SILVER SOBRIETY | ||||||||
| 11550 STILLWATER BLVD SUITE 103 | LAKE ELMO | MN | 55042 | 473080139 | 501(C)(3) | $6,478 | $0 | SILVER SOBRIETY CONFERENCE ROOM |
| AMERY FFA | ||||||||
| 555 MINNEAPOLIS AVENUE | AMERY | WI | 54005 | 396000675 | 501(C)(3) | $6,417 | $0 | GENERAL OPERATIONS |
| TOWN OF ALDEN CHARITABLE FUND | ||||||||
| 183 155TH STREET | STAR PRAIRIE | WI | 54026 | 396005771 | 501(C)(3) | $6,417 | $0 | GENERAL OPERATIONS |
| COLLIDE THEATRICAL DANCE COMPANY | ||||||||
| 755 PRIOR AVE NORTH SUITE 235H | ST PAUL | MN | 55104 | 461479003 | 501(C)(3) | $6,400 | $0 | WONDERLAND PRODUCTION |
| ST MATTHEW'S HOUSE | ||||||||
| 2601 AIRPORT ROAD S | NAPLES | FL | 34112 | 651110501 | 501(C)(3) | $6,250 | $0 | FOOD, SHELTER (NON ADMINISTRATIVE) |
| WEST CAP | ||||||||
| 525 2ND ST | GLENWOOD CITY | WI | 54013 | 391076125 | 501(C)(3) | $6,100 | $0 | GENERAL AND MENTAL HEALTH INITIATIVE |
| ST CROIX VALLEY OPERA | ||||||||
| PO BOX 2300 | STILLWATER | MN | 55082 | 832963065 | 501(C)(3) | $6,025 | $0 | OPERA ON THE RIVER, ARTS |
| VALLEY FRIENDSHIP CLUB | ||||||||
| 5620 MEMORIAL AVE N SUITE C | STILLWATER | MN | 55082 | 272362329 | 501(C)(3) | $6,000 | $0 | OFFERING SOCIAL OPPORTUNITIES |
| CANCER LEGAL CARE | ||||||||
| 3503 HIGH POINT DRIVE N SUITE 270 | OAKDALE | MN | 55128 | 020736402 | 501(C)(3) | $6,000 | $0 | GENERAL OPERATIONS |
| APOSTLE ISLANDS HISTORIC PRESERVATION CONSERVANCY | ||||||||
| PO BOX 88 | BAYFIELD | WI | 54814 | 260894845 | 501(C)(3) | $6,000 | $0 | OPERATIONS AND GRANTS |
| ORDWAY CENTER FOR THE PERFORMING ARTS | ||||||||
| 345 WASHINGTON ST | ST PAUL | MN | 55102 | 411428998 | 501(C)(3) | $6,000 | $0 | GENERAL OPERATING |
| AMERY AREA COMMUNITY CENTER | ||||||||
| 608 HARRIMAN AVE S | AMERY | WI | 54001 | 391540560 | 501(C)(3) | $6,000 | $0 | SENIOR PROGRAMMING |
| FRANCONIA SCULPTURE PARK | ||||||||
| 29836 ST CROIX TRAIL | SHAFER | MN | 55074 | 411843609 | 501(C)(3) | $6,000 | $0 | GENERAL OPERATING AND SKATING RINK |
| WESTFIELDS HOSPITAL & CLINIC FOUNDATION | ||||||||
| 535 HOSPITAL ROAD | NEW RICHMOND | WI | 54017 | 391770913 | 501(C)(3) | $5,850 | $0 | GENERAL SUPPORT |
| FAITH'S LODGE RETREAT CENTER | ||||||||
| 6942 COUNTY RD C | DANBURY | WI | 54830 | 204967588 | 501(C)(3) | $5,750 | $0 | GROUP GRIEF THERAPY FOR PARENTS AND CHILDREN |
| MINNESOTA COUNCIL ON FOUNDATIONS | ||||||||
| 800 WASHINGTON AVE N STE 703 | MINNEAPOLIS | MN | 55401 | 411269275 | 501(C)(3) | $5,750 | $0 | GENERAL OPERATIONS |
| YOUTH SERVICE BUREAU INC | ||||||||
| 6120 OREN AVENUE NORTH | STILLWATER | MN | 55082 | 411333578 | 501(C)(3) | $5,685 | $0 | YOUTH INTERVENTION SERVICES |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 501(C)(3) | $5,500 | $0 | RESEARCH, MEMORIAL, GENERAL OPERATING |
| TURNINGPOINT FOR VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE INC | ||||||||
| 117 NORTH MAIN ST | RIVER FALLS | WI | 54022 | 391322995 | 501(C)(3) | $5,500 | $0 | FAMILY NEEDS, GENERAL OPERATING, GRANT AWARDS |
| OPERATION HELP | ||||||||
| 901 4TH ST SUITE 214 | HUDSON | WI | 54016 | 391711703 | 501(C)(3) | $5,300 | $0 | GENERAL OPERATING |
| FARM TABLE FOUNDATION | ||||||||
| 110 KELLER AVE N | AMERY | WI | 54001 | 820817623 | 501(C)(3) | $5,250 | $0 | GENERAL OPERATING, PROGRAMMING, C25 PROGRAM |
| HUDSON AREA BACKPACK PROGRAM | ||||||||
| PO BOX 491 | HUDSON | WI | 54016 | 300885523 | 501(C)(3) | $5,201 | $0 | GENERAL OPERATING |
| CARPENTER ST CROIX VALLEY NATURE CENTER | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | 237275337 | 501(C)(3) | $5,100 | $0 | SNOWY EGRET SPONSORSHIP, GENERAL, CAPTITAL CAMPAIGN BENCH |
| ST CROIX VALLEY CHAMBER CHORALE | ||||||||
| P O BOX 352 | STILLWATER | MN | 55082 | 411298653 | 501(C)(3) | $5,025 | $0 | VALLEY CHAMBER CHORALE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 99 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STAFF PERFORMS DUE DILIGENCE TO CONFIRM THAT GRANT RECIPIENTS ARE 501(C)(3) ORGANIZATIONS. THEY ARE REVIEWED BY THE GRANTS ADMINISTRATOR, THE PRESIDENT AND THE ACCOUNTANT. WITH COMPETITIVE GRANTS, FINAL REPORTS ARE REQUIRED FROM THE RECIPIENTS TO EXPLAIN HOW THE GRANT FUNDS WERE SPENT AND THE RESULTS ACHIEVED WITH THE GRANTS. STAFF FOLLOW UP WITH ALL COMPETITIVE GRANT RECIPIENTS TO GET THESE REPORTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,409,227 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH/LOW | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT ITEMS | Desc |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,876 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | ALL STOCK DONATIONS ARE RECEIVED IN AN FOUNDATION INVESTMENT ACCOUNT ADMINISTERED BY A THIRD PARTY. ALL STOCK DONATIONS ARE SOLD UPON RECEIPT. GIFTS OF REAL PROPERTY ARE MADE TO SCVF HOLDINGS, LLC (A DISREGARDED ENTITY OF THE FOUNDATION) AND MARKETED BY THE LOCAL AFFILIATE BOARD MEMBERS DESIGNEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 RETURN IS PRESENTED TO THE BOARD OF DIRECTORS AND OUR TREASURER. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS REVEIWED AND DISCUSSED ANNUALLY BEFORE THE BOARD MEMBERS SIGN THE CONFLICT OF INTEREST FORM AND DISCLOSE ANY CONFLICTS THEY MAY HAVE. CONFLICTS, IF ANY, ARE MONITORED BY MANAGEMENT THROUGHOUT THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT IS SET AND APPROVED BY THE FULL BOARD OR THE EXECUTIVE COMMITTEE. NO BOARD OR COMMITTEE MEMBERS WILL TAKE PART IN SETTING THE COMPENSATION OF THE PRESIDENT IF THEY HAVE ANY CONFLICT OF INTEREST. THE PRESIDENT WILL NOT BE PRESENT DURING THE DISCUSSION OF COMPENSATION. THE RESPONSIBLE COMMITTEE WILL REPORT FULLY TO THE ENTIRE BOARD. THE EXCESS BENEFIT TRANSACTION RULES (I.E. BASING THE DECISION ON COMPARABLE DATA READILY AVAILABLE TO THE BOARD COMMITTEE AND RECORDING THE PROCESS AND DECISIONS IN THE MINUTES), CREATE A PRESUMPTION OF REASONABLENESS FOR COMPENSATION. THE RESPONSIBLE COMMITTEE MAY USE COMPENSATION SURVEYS BY INDEPENDENT CONSULTANTS, COMPENSATION PACKAGES OFFERED AT SIMILARLY SIZED FOUNDATIONS, AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE PRESIDENT. THE RESPONSIBLE COMMITTEE WILL DOCUMENT THE BASIS FOR ITS DETERMINATION OF THE COMPENSATION PACKAGE, WITH THE IMPLEMENTATION OF THE DETERMINATION (WITHIN 60 DAYS OF THE DECISION, OR THE NEXT MEETING OF THE FULL BOARD OF DIRECTORS, WHICHEVER IS LATER). THE DOCUMENTATION WILL INCLUDE: -THE TERMS OF THE TRANSACTION AND THE DATE IT WAS APPROVED. -THE MEMBERS OF THE COMMITTEE WHO DISCUSSED THE COMPENSATION AND THE NAMES OF THE MEMBERS WHO APPROVED IT. -THE COMPARABILITY DATA USED, AND HOW IT WAS OBTAINED. -THE ACTION TAKEN TO CONSIDER THOSE WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION PACKAGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST -24,396. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCVF HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 2ND STREET SUITE 214 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464871208 | EIN |
| Primary Activities | TO ACCEPT AND SELL DONATIONS OF REAL PROPERTY FOR THE FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $13,792 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST CROIX VALLEY FOUNDATION | BusinessNameLine1Txt |