NASH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NASH FOUNDATION (EIN 41-6019142)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-15
- IRS object ID
- 202320469349100812
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-15T12:55:26-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416019142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Nash Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Ms Brooke Bailey | InCareOfNm |
| Business Name Control | NASH | BusinessNameControlTxt |
| Phone | 6125003177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Nicollet Avenue 19487 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | cynthia tocho | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 6125003177 | PhoneNum |
| Signature | 2023-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | cynthia | PersonFirstNm |
| Person Last | tocho | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,932,990 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $508 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $508 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $137,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,031 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,418 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $888,068 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,418 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $198,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,957 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,520 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,520 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,400 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $269 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $269 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,221 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,116 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,905 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $217,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $217,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $259,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $198,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $522,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $434,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $434,706 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,315,668 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,342,933 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,498,284 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,838,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,777,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,932,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,838,632 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,777,639 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,838,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,777,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,838,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,777,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,838,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,993 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,777,639 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,777,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $888,068 | GrossSalesPriceAmt |
| Cost Or Other Basis | $826,650 | CostOrOtherBasisAmt |
| Gain Or Loss | $61,418 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $61,418 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,418 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,764 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,764 | SubtotalAmt |
| Tax Based On Investment Income | $2,764 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,643 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,843 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $79 | OverpaymentAmt |
| Applied To ES Tax | $79 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ms Brooke Bailey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6125003177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5305 Park Avenue | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Nicolas Atwood | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, VP | 1.0 | $0 | $0 | $0 |
| Brooke Bailey | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Pres | 1.0 | $3,520 | $0 | $0 |
| John Brautigam | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Sec | 1.0 | $0 | $0 | $0 |
| Victoria C Lanyon | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Jeffrey Pierce Norton Jr | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Alyson Nash Tocho | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Cynthia N Tocho III | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,121,938 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $520,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,642,729 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,642,729 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,641 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,558,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $277,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $277,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,764 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,764 | TotalTaxAmt |
| Distributable Before Adj | $275,140 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $275,140 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $275,140 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $257,445 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $275,140 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $255,082 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $257,445 | QualifyingDistributionsAmt |
| Applied To Year1 | $255,082 | AppliedToYear1Amt |
| Applied To Current Year | $2,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $272,777 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBY KELLEY FOSTER HOUSE INC | |||||||
| 52 HIGH ST | WORCESTER | MA | 01609 | N/A | PC | General & Unrestricted | $50 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY | |||||||
| 520 8TH AVE 7TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN SWEDISH INSTITUTE | |||||||
| 2600 PARK AVE | MINNEAPOLIS | MN | 55407 | N/A | PC | General & Unrestricted | $500 |
| AVENUES FOR YOUTH | |||||||
| 1708 OAK PARK AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | General & Unrestricted | $625 |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | N/A | PC | General & Unrestricted | $500 |
| CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA | |||||||
| 3276 MCNUTT AVE | WALNUT CREEK | CA | 94597 | N/A | PC | General & Unrestricted | $515 |
| CENTER FOR HUMANE ECONOMY INC | |||||||
| PO BOX 30845 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $1,500 |
| CHILDRENS LITERACY FOUNDATION | |||||||
| 1536 LOOMIS HILL RD | WATERBURY CTR | VT | 05677 | N/A | PC | General & Unrestricted | $100 |
| COMPASSION INTERNATIONAL INCORPORATED | |||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80921 | N/A | PC | General & Unrestricted | $1,000 |
| CONSERVATION INTERNATIONAL FOUNDATION | |||||||
| 2011 CRYSTAL DRIVE STE 600 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $150 |
| CONSUMERS FOR AFFORDABLE HEALTH CARE FOUNDATION | |||||||
| 108 SEWALL ST | AUGUSTA | ME | 04330 | N/A | PC | General & Unrestricted | $250 |
| DISMAS OF VERMONT INC | |||||||
| 103 E ALLEN ST | WINOOSKI | VT | 05404 | N/A | PC | General & Unrestricted | $100 |
| ECOLOGY EDUCATION INC | |||||||
| 184 SIMPSON RD | SACO | ME | 04072 | N/A | PC | General & Unrestricted | $706 |
| EDUCATION FOR JUST PEACE IN THE MIDDLE EAST | |||||||
| PO BOX 3609 | WASHINGTON | DC | 20027 | N/A | PC | General & Unrestricted | $206 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $300 |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $1,000 |
| ESPERANZA UNITED | |||||||
| 540 FAIRVIEW AVE N STE 200 | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $25,000 |
| FOREST SOCIETY OF MAINE | |||||||
| 115 FRANKLIN ST | BANGOR | ME | 04401 | N/A | PC | General & Unrestricted | $250 |
| FRIENDLY HOUSE INC | |||||||
| 36 WALL ST | WORCESTER | MA | 01604 | N/A | PC | In the Hour of Need Family Shelter | $1,000 |
| GENDER JUSTICE | |||||||
| 650 RICE ST STE 105 | ST PAUL | MN | 55103 | N/A | PC | General & Unrestricted | $750 |
| GOVERNOR DUMMER ACADEMY | |||||||
| 1 ELM ST | BYFIELD | MA | 01922 | N/A | PC | General & Unrestricted | $300 |
| GRAND FORKS COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 5095 | GRAND FORKS | ND | 58206 | N/A | PC | General & Unrestricted | $10,300 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | N/A | PC | General & Unrestricted | $500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 434 MASSACHUSETTS AVE STE 201 | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $300 |
| HENNEPIN HISTORY MUSEUM | |||||||
| 2303 3RD AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $10,000 |
| HIGH ATLAS FOUNDATION | |||||||
| 511 6TH AVE K110 | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $250 |
| HISTORIC KENTS CORNER INC | |||||||
| PO BOX 95 | CALAIS | VT | 05648 | N/A | PC | General & Unrestricted | $1,014 |
| JAG PRODUCTIONS COMPANY | |||||||
| PO BOX 354 | WHITE RIV JCT | VT | 05001 | N/A | PC | General & Unrestricted | $100 |
| JOSHUA INC | |||||||
| 2303 E DARTMOUTH AVE | ENGLEWOOD | CO | 80113 | N/A | PC | General & Unrestricted | $1,000 |
| JTP PROFESSIONAL SERVICE CORPORATION | |||||||
| 2038 FORD PKWY STE 444 | SAINT PAUL | MN | 55116 | N/A | PC | General & Unrestricted | $100 |
| LITERACY VOLUNTEERS OF SANTA FE | |||||||
| 6401 RICHARDS AVE 514-C | SANTA FE | NM | 87508 | N/A | PC | General & Unrestricted | $3,575 |
| LOPEZ ANIMAL PROTECTION SOCIETY | |||||||
| PO BOX 474 | LOPEZ ISLAND | WA | 98261 | N/A | PC | General & Unrestricted | $250 |
| LOYOLA UNIVERSITY MARYLAND INC | |||||||
| 4501 NORTH CHARLES ST | BALTIMORE | MD | 21210 | N/A | PC | General & Unrestricted | $1,000 |
| LUTHER COLLEGE | |||||||
| 700 COLLEGE DR | DECORAH | IA | 52101 | N/A | PC | General & Unrestricted | $75 |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $50 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION | |||||||
| 350 S HUNTINGTON AVE | BOSTON | MA | 02130 | N/A | PC | General & Unrestricted | $250 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,000 |
| METROPOLITAN MINISTRIES FOUNDATION INC | |||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | N/A | SO II | General & Unrestricted | $100 |
| MIDWEST ACCESS COALITION | |||||||
| PO BOX 408363 | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $10,000 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR ST | SAINT PAUL | MN | 55101 | N/A | PC | General & Unrestricted | $500 |
| MINNESOTA STATE UNIVERSITY MANKATO | |||||||
| 224 ALUMNI FOUNDATION CTR | MANKATO | MN | 56001 | N/A | PC | General & Unrestricted | $750 |
| MORGAN MEMORIAL GOODWILL INDUSTRIES INC | |||||||
| 1010 HARRISON AVE | BOSTON | MA | 02119 | N/A | PC | General & Unrestricted | $75 |
| MYHEALTH FOR TEENS AND YOUNG ADULTS INC | |||||||
| 15 8TH AVE S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $625 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | General & Unrestricted | $100 |
| NORMANDALE EVANGELICAL LUTHERAN CHURCH | |||||||
| 6100 NORMANDALE RD | EDINA | MN | 55436 | N/A | PC | General & Unrestricted | $300 |
| OUR JUSTICE | |||||||
| PO BOX 2105 | MINNEAPOLIS | MN | 55402 | N/A | PC | General & Unrestricted | $750 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | General & Unrestricted | $200 |
| PLANNED PARENTHOOD - MN ND & SD | |||||||
| 671 VANDALIA ST | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $10,000 |
| PROSPECT PARK ALLIANCE INC | |||||||
| 95 PROSPECT PARK W | BROOKLYN | NY | 11215 | N/A | PC | General & Unrestricted | $250 |
| SALVATION ARMY | |||||||
| 2445 PRIOR AVE N | ROSEVILLE | MN | 55113 | N/A | PC | General & Unrestricted | $300 |
| SECOND CHANCE ANIMAL SERVICES INC | |||||||
| 111 YOUNG RD | E BROOKFIELD | MA | 01515 | N/A | PC | General & Unrestricted | $200 |
| SECOND HARVEST HEARTLAND | |||||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | N/A | PC | General & Unrestricted | $300 |
| SECONDHAND HOUNDS | |||||||
| 5959 BAKER RD STE 390 | MINNETONKA | MN | 55345 | N/A | PC | General & Unrestricted | $1,600 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | General & Unrestricted | $4,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $250 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | To Benefit the Sierra Club Maine Chapter | $500 |
| SLEEP IN HEAVENLY PEACE INC | |||||||
| PO BOX 116 | KIMBERLY | ID | 83341 | N/A | PC | General & Unrestricted | $500 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $250 |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||
| 1712 RANDOLPH AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $1,000 |
| STEAMBOAT SPRINGS COUNCIL OF THE ARTS | |||||||
| PO BOX 774284 | STEAMBOAT SPR | CO | 80477 | N/A | PC | General & Unrestricted | $2,000 |
| TAMPA GENERAL HOSPITAL FOUNDATION INC | |||||||
| P O BOX 1289 RM H-149 | TAMPA | FL | 33601 | N/A | SO III FI | General & Unrestricted | $4,000 |
| TEDFORD HOUSING | |||||||
| PO BOX 958 | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $500 |
| THE CARTER CENTER INC | |||||||
| 453 FREEDOM PKWY NE ONE COPENHILL | ATLANTA | GA | 30307 | N/A | PC | General & Unrestricted | $1,000 |
| THE CEDAR CULTURAL CENTER INC | |||||||
| 416 CEDAR AVE S | MINNEAPOLIS | MN | 55454 | N/A | PC | General & Unrestricted | $25,000 |
| THE CLIMATE CENTER | |||||||
| 1275 4TH ST 191 | SANTA ROSA | CA | 95404 | N/A | PC | General & Unrestricted | $500 |
| THE COALITION TO RESTORE COASTAL LOUISIANA | |||||||
| 3801 CANAL BLVD STE 400 | NEW ORLEANS | LA | 70119 | N/A | PC | General & Unrestricted | $250 |
| THE EARTHS BIRTHDAY PROJECT INC | |||||||
| PO BOX 1536 | SANTA FE | NM | 87504 | N/A | PC | General & Unrestricted | $250 |
| THE SCHUBERT CLUB | |||||||
| 75 5TH ST W STE 302 | SAINT PAUL | MN | 55102 | N/A | PC | General & Unrestricted | $1,000 |
| THE YOUTH SCIENCE INSTITUTE | |||||||
| 296 GARDEN HILL DR | LOS GATOS | CA | 95032 | N/A | PC | General & Unrestricted | $1,500 |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION | |||||||
| 96 FALMOUTH ST | PORTLAND | ME | 04103 | N/A | PC | General & Unrestricted | $1,294 |
| URBAN SQUASH TWIN CITIES | |||||||
| 725 OLIVE LN N | PLYMOUTH | MN | 55447 | N/A | PC | General & Unrestricted | $750 |
| VEAP INC | |||||||
| 9600 ALDRICH AVE S | BLOOMINGTON | MN | 55420 | N/A | PC | General & Unrestricted | $300 |
| VERMONT FOODBANK | |||||||
| 33 PARKER RD | BARRE | VT | 05641 | N/A | PC | General & Unrestricted | $100 |
| VISION LOSS RESOURCES INC | |||||||
| 3230 SPRUCE ST | SAINT PAUL | MN | 55117 | N/A | PC | General & Unrestricted | $10,000 |
| VOCALESSENCE | |||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | General & Unrestricted | $500 |
| VOYAGEURS NATIONAL PARK ASSOCIATION | |||||||
| 1400 VAN BUREN ST NE STE 200 235 | MINNEAPOLIS | MN | 55413 | N/A | PC | General & Unrestricted | $25,000 |
| WASATCH ACADEMY | |||||||
| 120 S 100 W | MT PLEASANT | UT | 84647 | N/A | PC | General & Unrestricted | $300 |
| WAYZATA HISTORICAL SOCIETY | |||||||
| 402 LAKE ST E | WAYZATA | MN | 55391 | N/A | PC | General & Unrestricted | $10,000 |
| WELLESLEY STUDENTS AID SOCIETY INC | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | N/A | PC | General & Unrestricted | $50 |
| WESLEYAN UNIVERSITY | |||||||
| 291 MAIN ST | MIDDLETOWN | CT | 06457 | N/A | PC | General & Unrestricted | $300 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | General & Unrestricted | $650 |
| WILLOWIND THERAPEUTIC RIDING CENTER INC | |||||||
| 1140 STATE HWY 3 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $6,000 |
| WINDSOR PUBLIC LIBRARY | |||||||
| 43 STATE ST | WINDSOR | VT | 05089 | N/A | PC | General & Unrestricted | $980 |
| WINSTON PROUTY CENTER FOR CHILD AND FAMILY | |||||||
| 209 AUSTINE DR | BRATTLEBORO | VT | 05301 | N/A | PC | General Support | $250 |
| WORCESTER ANIMAL RESCUE LEAGUE | |||||||
| 139 HOLDEN ST | WORCESTER | MA | 01606 | N/A | PC | General & Unrestricted | $500 |
| WORCESTER COUNTY FOOD BANK INC | |||||||
| 474 BOSTON TPKE | SHREWSBURY | MA | 01545 | N/A | PC | General & Unrestricted | $750 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $450 |
| YOUTH FARM AND MARKET PROJECT | |||||||
| 1420 DOWLING AVE N | MINNEAPOLIS | MN | 55412 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $217,540 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $508 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,418 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $198,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,957 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $236,103 | $234,586 |
| ISHARES GOLD TR | $90,870 | $114,527 |
| SCHWAB FUNDAMENTAL EM MARKETS | $346,003 | $344,662 |
| SCHWAB FUNDAMENTAL INTERNATION | $204,640 | $203,565 |
| SCHWAB FUNDAMENTAL INTL LARGE | $335,658 | $367,860 |
| SCHWAB FUNDAMENTAL US LARGE CO | $459,161 | $530,224 |
| SCHWAB FUNDAMENTAL US SMALL CO | $176,923 | $254,893 |
| SCHWAB INTERMEDIATE US TRS ETF | $299,559 | $291,334 |
| SCHWAB STRATEGIC TREMERGING MK | $237,755 | $221,745 |
| SCHWAB STRATEGIC TRINTL SMALL | $144,863 | $139,255 |
| SCHWAB U.S. SMALL-CA | $243,563 | $281,820 |
| SCHWAB US LARGE CAP ETF | $267,845 | $332,092 |
| SCHWAB US REIT | $161,317 | $155,138 |
| SCHWAB US TIPS | $273,089 | $251,825 |
| SPDR BARCLAYS CAPITAL EMERGING | $94,922 | $71,268 |
| VANGUARD GLOBAL EX-US REAL EST | $27,924 | $21,117 |
| VANGUARD INTERMEDIATE TERM COR | $184,742 | $155,479 |
| VANGUARD MORTGAGE-BACKED SEC I | $490,071 | $473,749 |
| XTRACKERS INTERNATIONAL REAL E | $67,925 | $53,145 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $35,013 | $35,013 | |
| Bank Charges | $105 | $105 | |
| Office Supplies | $477 | $477 | |
| Postage/Delivery Service | $342 | $342 | |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $259 | $259 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2022 | CategoryTxt |
| Amt | $2,400 | Amt |
Comments