THOMAS E & EDNA D CARPENTER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS E & EDNA D CARPENTER FOUNDATION (EIN 23-7275337)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-18
- IRS object ID
- 202320499349100307
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Sales Of Inventory List
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-18T09:46:43-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411736396 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLEY KALSEIM & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12415 55TH ST N | AddressLine1Txt |
| City | LAKE ELMO | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 550428462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237275337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS E & EDNA D CARPENTER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 6514374359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 ST CROIX TRAIL SOUTH | AddressLine1Txt |
| City | HASTINGS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER VIETH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6514374359 | PhoneNum |
| Signature | 2023-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | VIETH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER GLOVER CPA | PreparerPersonNm |
| PTIN | P01826410 | PTIN |
| Phone | 6514303635 | PhoneNum |
| Preparation | 2023-02-18 | PreparationDt |
| 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 | $19,959,037 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,846,445 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,227 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,227 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $515,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $515,442 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $515,442 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $9,208 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $9,208 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $5,851 | NetRentalIncomeOrLossAmt |
| Gross Sales Less Ret And Allwnc | $90,154 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $90,154 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $90,154 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $39,103 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $39,103 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,504,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $519,669 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $658,134 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,869 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,293 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $34,348 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $47,228 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $476,522 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,826 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $190,609 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $262,087 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $68,648 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,432 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $27,459 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,757 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,071 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $2,970 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,101 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $8,379 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,571 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,203 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $3,865 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,338 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,998 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $15,983 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $21,976 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $163,512 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $26,858 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $11,582 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,276 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $384,746 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,169 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $176,982 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $161,595 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,282,336 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,718 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $472,177 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $566,929 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,282,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,718 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $472,177 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $566,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,222,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $439,951 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $185,957 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,273,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $401,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $401,392 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,159 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,462 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,159 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,159 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $123,370 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $60,770 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $123,370 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $123,370 | PledgesRcvblEOYFMVAmt |
| Inventories BOY | $6,889 | InventoriesBOYAmt |
| Inventories EOY | $9,970 | InventoriesEOYAmt |
| Inventories EOYFMV | $9,970 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $41,764 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $56,314 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $56,314 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $12,837,959 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,166,632 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,166,632 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,498,981 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,905,398 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,946,390 | LandBOYAmt |
| Land EOY | $7,593,583 | LandEOYAmt |
| Land EOYFMV | $10,199,200 | LandEOYFMVAmt |
| Total Assets BOY | $19,168,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,353,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,959,037 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $81,727 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $59,057 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $3,120 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $1,570 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $84,847 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,627 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,991,908 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,918,646 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $5,092,128 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $9,374,147 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,084,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,292,793 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,168,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,353,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,084,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,222,243 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,306,279 | SubtotalAmt |
| Other Decreases | $3,013,486 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,292,793 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1987-03-30 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARPENTERNATURECENTER.ORG | WebsiteAddressTxt |
| Individual With Books | MARY JANE JALLEN | IndividualWithBooksNm |
| Phone | 6514374359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 ST CROIX TRAIL S | AddressLine1Txt |
| City | HASTINGS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55033 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER VIETH | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | EXECUTIVE DI | 40.00 | $85,869 | $19,542 | $0 |
| TIM POWER | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PAST VICE PR | 1.00 | $0 | $0 | $0 |
| JAMES FREUND | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TREASURER | 2.00 | $0 | $0 | $0 |
| LAURIE BAUER | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GARY GRISWOLD | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DON KERN | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVE MESSICK | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH NEITZ | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROB MCKIM | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SCOTT NORTHARD | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PAST PRESIDE | 1.00 | $0 | $0 | $0 |
| PAUL GERBEC | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| STEVEN KLEIN | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | VICE PRESIDE | 2.00 | $0 | $0 | $0 |
| JABER ALSIDDIQUI | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLINE BAILEY | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT SHARP | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| MAYME JOHNSON | |||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PROGRAM DIRE | 40.00 | $65,405 | $12,422 |
| ALAN MALONEY | |||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | INTERPRETIVE | 40.00 | $56,638 | $8,570 |
| MARTY LYNCH | |||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | MAINTENANCE | 40.00 | $56,852 | $5,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CARPENTER NATURE CENTER FOSTERS LIFELONG APPRECIATION OF THE NATURAL WORLD THROUGH ENVIRONMENTAL EDUCATION, HABITAT CONSERVATION, AND OUTDOOR EXPERIENCES. THE NATURE CENTER'S 725-ACRES OF PROTECTED NATURAL HABITAT IS OPEN TO THE PUBLIC FREE-OF-CHARGE 361 DAYS A YEAR. | Description1Txt |
| Expenses1 | $951,188 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,128,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,324,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $250,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,702,391 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,702,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,511,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $625,593 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $566,929 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $566,929 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $566,929 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $566,929 | RemainingDistriFromCorpusAmt |
| Total Corpus | $566,929 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1987-03-31 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $185,957 | CurrentYearAmt |
| Year3 | $78,347 | Year3Amt |
| Total | $264,304 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $158,063 | CurrentYearAmt |
| Year3 | $66,595 | Year3Amt |
| Total | $224,658 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $566,929 | CurrentYearAmt |
| Year1 | $508,429 | Year1Amt |
| Year2 | $471,039 | Year2Amt |
| Year3 | $518,693 | Year3Amt |
| Total | $2,065,090 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $566,929 | CurrentYearAmt |
| Year1 | $508,429 | Year1Amt |
| Year2 | $471,039 | Year2Amt |
| Year3 | $518,693 | Year3Amt |
| Total | $2,065,090 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $417,062 | CurrentYearAmt |
| Year1 | $464,741 | Year1Amt |
| Year2 | $391,436 | Year2Amt |
| Year3 | $342,754 | Year3Amt |
| Total | $1,615,993 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL REVENUE | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $36,420 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,227 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $515,442 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532420 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,851 | UnrelatedBusinessTaxblIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $90,154 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Related Or Exempt Function Incm | $2,683 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,851 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $556,089 | ExclusionAmt |
| Related Or Exempt Function Incm | $92,837 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $654,777 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11B | PROVIDES INCOME FOR ACTIVITIES AND PROGRAMS. |
| 10 | THE SALE OF THE NATURE CENTER'S MERCHANDISE HEIGHTENS THE |
| 10 | PUBLIC'S AWARENESS OF THE CENTER'S ACTIVITIES AND |
| 10 | PROGRAMS. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (37 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AL LAURIE HEIN TRUST | |||||||
| 1 | 330 COVE ROAD | HUDSON | WI | 54016 | $530,000 | Yes (X) | |
| TOM VAN PELT | |||||||
| 7 | PO BOX 247 | HUDSON | WI | 54016 | $5,000 | Yes (X) | |
| FRED C KATHERINE B ANDERSEN FDT | |||||||
| 13 | PO BOX 80 | BAYPORT | MN | 55003 | $60,000 | Yes (X) | |
| JAY GRIGGS MARGARET ONTL | |||||||
| 19 | 266 RED PINE TRAIL | HUDSON | WI | 54016 | $7,000 | Yes (X) | |
| NICK INGRID GANGESTAD | |||||||
| 25 | 10161 MATTRAW PLACE | GOLDEN OAKS | FL | 32836 | $5,000 | Yes (X) | |
| SCOTT JACKIE NORTHARD | |||||||
| 31 | 716 2ND ST W | HASTINGS | MN | 55033 | $6,442 | Yes (X) | |
| ROYAL CREDIT UNION FOUNDATION | |||||||
| 37 | 200 RIVERFRONT TERRACE | EAU CLAIRE | WI | 54703 | $75,000 | Yes (X) | |
| ALAN JUDY JOHNSTON | |||||||
| 2 | 1720 DELAWARE AVE | WEST ST PAUL | MN | 55118 | $50,000 | Yes (X) | |
| DAVID SANDY BRANDT | |||||||
| 8 | 1281 RIVERCREST RD NO | LAKELAND | MN | 55043 | $25,000 | Yes (X) | |
| GERTRUDE SHIELY CHARITABLE TRUST | |||||||
| 14 | US BANK CHARITABLE SERVICES GROUP | MINNEAPOLIS | MN | 55402 | $10,000 | Yes (X) | 800 NICOLLET MALL 16TH FLOOR |
| JEFF STACY CARLSON | |||||||
| 20 | 12460 120TH ST SO | HASTINGS | MN | 55033 | $10,280 | Yes (X) | |
| PINE BEND PAVING | |||||||
| 26 | PO BOX 72 | VERMILLION | MN | 55085 | $5,000 | Yes (X) | |
| SCOTT JENIFER HEDIN | |||||||
| 32 | 379 NAMDRE DR | HUDSON | WI | 54016 | $25,000 | Yes (X) | |
| ANDERSEN CORPORATE FOUNDATION | |||||||
| 3 | WHITE PINE BUILDING | BAYPORT | MN | 55003 | $16,000 | Yes (X) | 342 FIFTH AVENUE NORTH SUITE 200 |
| DONALD WEESNER FOUNDATION | |||||||
| 9 | US BANCORP CENTER MINNEAPOLIS | MINNEAPOLIS | MN | 55402 | $17,500 | Yes (X) | 800 NICOLLET MALL SUITE 800 |
| HARDENBERGH FOUNDATION | |||||||
| 15 | 81 EAST SEVENTH ST SUITE 125 | SAINT PAUL | MN | 55101 | $5,000 | Yes (X) | |
| JIM JUDY FREUND | |||||||
| 21 | 257 COVE RD | HUDSON | WI | 54016 | $9,515 | Yes (X) | |
| RICHARD DOROTHY SEEBACH | |||||||
| 27 | W7302 770TH AVE | RIVER FALLS | WI | 54022 | $5,000 | Yes (X) | |
| STEVEN MONICA WEEKES | |||||||
| 33 | 342 N COVE RD | HUDSON | WI | 54016 | $10,000 | Yes (X) | |
| ANDREW LISA TALBOTT | |||||||
| 4 | 276 COVE ROAD | HUDSON | WI | 54016 | $10,000 | Yes (X) | |
| DRS PAUL SANDRA ROSSO | |||||||
| 10 | 282A COVE ROAD | HUDSON | WI | 54016 | $15,500 | Yes (X) | |
| HUDSON PHYSICIAN SC | |||||||
| 16 | 403 STAGELINE ROAD | HUDSON | WI | 54016 | $20,000 | Yes (X) | |
| LARRY KRISTI WAITE | |||||||
| 22 | PO BOX 251010 | WOODBURY | MN | 55125 | $6,000 | Yes (X) | |
| RON MARTHA GAGNON | |||||||
| 28 | 378 CTY RD F | HUDSON | WI | 54016 | $5,000 | Yes (X) | |
| TOM JEANNE GREGORY | |||||||
| 34 | N7613 1250TH ST | RIVER FALLS | WI | 54022 | $5,000 | Yes (X) | |
| BOB KATHY SETZER | |||||||
| 5 | 431 STAGELINE ROAD | HUDSON | WI | 54016 | $30,000 | Yes (X) | |
| ELIZABETH LUND | |||||||
| 11 | 4339 LYNDALE AVE S | MINNEAPOLIS | MN | 55409 | $5,000 | Yes (X) | |
| HUELSMANN FOUNDATION | |||||||
| 17 | 3800 AMERICAN BLVD W SUITE 1500 | BLOOMINGTON | MN | 55431 | $5,000 | Yes (X) | |
| LOIS BURNS ESTATE | |||||||
| 23 | 1801 GREENVIEW DR SW | ROCHESTER | MN | 55902 | $200,000 | Yes (X) | SUITE 102 |
| ROSS BRIDGET LEVIN | |||||||
| 29 | 5152 KELSEY CIRCLE | EDINA | MN | 55436 | $60,000 | Yes (X) | |
| WILLIAM H PHILLIPS FOUNDATION | |||||||
| 35 | PO BOX 653 | HUDSON | WI | 54016 | $10,000 | Yes (X) | |
| BRUCE HOLCOMB CAROLINE VERNON | |||||||
| 6 | 9596 OTCHIPWE CT N | STILLWATER | MN | 55082 | $15,000 | Yes (X) | |
| FLINT HILLS RESOURCES | |||||||
| 12 | 3120 117TH ST E | INVER GROVE HEIGHTS | MN | 55077 | $15,000 | Yes (X) | |
| HUGH J ANDERSEN FOUNDATION | |||||||
| 18 | 342 FIFTH AVENUE NORTH SUITE 200 | BAYPORT | MN | 55003 | $25,000 | Yes (X) | |
| MARGARET RIVERS FUND | |||||||
| 24 | PO BOX 197 | STILLWATER | MN | 55082 | $16,000 | Yes (X) | |
| RUTH GEORGE DOFFING CHARITABLE | |||||||
| 30 | 12460 120TH STREET S | HASTINGS | MN | 55033 | $28,636 | Yes (X) | |
| XCEL ENERGY FOUNDATION | |||||||
| 36 | 414 NICOLLET MALL 7TH FLOOR | MINNEAPOLIS | MN | 55401 | $10,000 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,950 | Amt |
| Adjusted Net Income | $8,379 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,571 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| TABLES AND CHAIRS | 2013-03-19 | $11,040 | $11,040 | S/L | 7.0000 | |
| DEPRECIATION | $163,512 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCVF | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $9,166,632 | BookValueAmt |
| EOYFMV | $9,166,632 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FIXED ASSETS | $8,906,639 | $2,905,398 | $6,001,241 | $10,199,200 |
| LAND | $1,592,342 | $1,592,342 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,071 | LegalFeesAmt |
| Adjusted Net Income | $2,970 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,101 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $3,013,486 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK AND CREDIT CARD FEES | $6,352 | $762 | $2,922 | $2,668 |
| DEVELOPMENT AND MARKETING | $13,808 | $1,657 | $6,352 | $5,799 |
| DUES & SUBSCRIPTIONS | $1,727 | $207 | $794 | $726 |
| FUNDRAISING EXPENSES | $47,514 | $5,702 | $21,856 | $19,956 |
| HABITAT RESTORATION | $2,188 | $263 | $1,006 | $919 |
| INSURANCE | $57,146 | $6,858 | $26,287 | $24,001 |
| INTERN EXPENSE | $14,302 | $1,716 | $6,579 | $6,007 |
| INVESTMENT FEES | $58,578 | $7,029 | $26,946 | $24,603 |
| MISC EXPENSE | $386 | $46 | $178 | $162 |
| NEWSLETTER | $5,968 | $716 | $2,745 | $2,507 |
| OTHER OPERATING EXPENSE | $39,188 | $4,703 | $18,026 | $16,459 |
| REPAIRS AND MAINTENANCE | $22,227 | $2,667 | $10,224 | $9,336 |
| SUPPLIES | $68,102 | $8,172 | $31,327 | $28,603 |
| TELEPHONE EXPENSE | $10,143 | $1,217 | $4,666 | $4,260 |
| TRASH REMOVAL | $4,368 | $524 | $2,009 | $1,835 |
| UTILITIES | $32,749 | $3,930 | $15,065 | $13,754 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| RENTAL REVENUE | $36,420 | $36,420 |
| MISC INCOME | $2,683 | $2,683 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $4,553 | $1,912 | $2,641 |
| CONSULTING SERVICES | $4,650 | $1,953 | $2,697 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALES AND OTHER INCOME | CategoryTxt |
| Gross Sales | $90,154 | GrossSalesAmt |
| Net | $90,154 | NetAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| AL LAURIE HEIN TRUST | |||
| 330 COVE ROAD | HUDSON | WI | 54016 |
| LOIS BURNS ESTATE | |||
| 1801 GREENVIEW DRIVE SW | ROCHESTER | MN | 55902 |
| ROYAL CREDIT UNION FOUNDATION | |||
| 200 RIVERFRONT TERRACE | EAU CLAIRE | WI | 54703 |
| FRED C AND KATHERINE B ANDERSEN FDN | |||
| PO BOX 80 | BAYPORT | MN | 55003 |
| ROSS BRIDGET LEVIN | |||
| 5152 KELSEY CIRCLE | EDINA | MN | 55436 |
| JUDY ALAN JOHNSTON | |||
| 1720 DELAWARE AVE | ST PAUL | MN | 55118 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $39,957 | Amt |
| Net Investment Income | $1,998 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,983 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,976 | DisbursementsCharitablePrpsAmt |
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