DELUXE CORPORATION FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DELUXE CORPORATION FOUNDATION (EIN 41-6034786)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-28
- IRS object ID
- 202340879349100214
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-28T10:07:17-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416034786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELUXE CORPORATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELU | BusinessNameControlTxt |
| Phone | 6514837111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 818095 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44181 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA KROSKA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6514837111 | PhoneNum |
| Signature | 2023-03-24 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREA | PersonFirstNm |
| Person Last | KROSKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,755,241 | 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 | $50 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,746 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,746 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $617,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $617,903 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,933,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $623,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $623,649 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $5,335 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $5,335 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,855 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,890 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,870 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,020 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,051 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,120 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,863,946 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,863,946 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,952,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,891,276 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,328,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $582,779 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,719 | CashBOYAmt |
| Cash EOY | $5,522 | CashEOYAmt |
| Cash EOYFMV | $5,522 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,950,216 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,833 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,133,873 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,388,835 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,951,863 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,685,231 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,048,172 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,775,023 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $20,794,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,465,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,755,241 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,794,039 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,465,366 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,794,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,465,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,794,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,465,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,794,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,328,673 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,465,366 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,465,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,933,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,933,175 | CostOrOtherBasisAmt |
| Gain Or Loss | -$175 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$175 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$175 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,101 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,101 | SubtotalAmt |
| Tax Based On Investment Income | $8,101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $4,400 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,701 | TaxDueAmt |
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 |
| Website Address | HTTPS//WWW.DELUXE.COM/ABOUT/DELUXE-CARES/FOUNDATION/ | WebsiteAddressTxt |
| Individual With Books | ANDREA KROSKA | IndividualWithBooksNm |
| Phone | 6517871179 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 818095 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44181 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BARRY C MCCARTHY | ||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | PRESIDENT | 001.00 | $0 |
| ANDREA KROSKA | ||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | VICE PRESIDENT | 001.00 | $0 |
| TIMOTHY J COOPER | ||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | TREASURER | 001.00 | $0 |
| ALEX GOODWIN | ||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | SECRETARY | 008.00 | $0 |
| SCOTT C BOMAR | ||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | DIRECTOR | 001.00 | $0 |
| GARRY L CAPERS JR | ||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | DIRECTOR | 001.00 | $0 |
| JEFFREY L COTTER | ||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | DIRECTOR | 001.00 | $0 |
| JANE M ELLIOTT | ||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | DIRECTOR | 001.00 | $0 |
| JEAN L HERRICK | ||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | DIRECTOR | 001.00 | $0 |
| CHRISTOPHER L THOMAS | ||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | DIRECTOR | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,763,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $922,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,685,795 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $25,685,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $385,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,300,508 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,265,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,265,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,101 | TotalTaxAmt |
| Distributable Before Adj | $1,256,924 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,256,924 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,256,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,891,276 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,891,276 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,256,924 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,166,179 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,128,441 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $50,954 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,345,574 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,891,276 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,256,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $634,352 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,979,926 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,166,179 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,813,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,128,441 | ExcessFromYear4Amt |
| Excess From Year2 | $50,954 | ExcessFromYear2Amt |
| Excess From Current Year | $634,352 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| ALEX GOODWIN FOUNDATION MANAGER | |||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | 6514837111 | COMPLETE THE GRANT APPLICATION LOCATED ON THE DELUXE CORPORATION FOUNDATION WEBSITE. | GRANT APPLICATIONS ARE ACCEPTED IN SPRING AND FALL CYCLES EACH YEAR. | QUALIFYING NONPROFIT ORGANIZATIONS MUST MEET GRANT FOCUS AREAS AND BE LOCATED IN DELUXE COMMUNITIES. |
| ALEX GOODWIN FOUNDATION MANAGER | |||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | 6514837111 | MATCHES WILL AUTOMATICALLY BE APPLIED TO ELIGIBLE EMPLOYEE CONTRIBUTIONS. | N/A | DONATIONS TO ELIGIBLE ORGANIZATIONS WILL BE MATCHED UP TO 2,000 USD AND CAD PER EMPLOYEE PER YEAR. |
| ALEX GOODWIN FOUNDATION MANAGER | |||||||
| PO BOX 818095 | CLEVELAND | OH | 44181 | 6514837111 | SUBMIT THE EMPLOYEE VOLUNTEER APPLICATION ON PHILANTHROPY CLOUD. | REQUIRED HOURS MUST BE DONATED DURING A CALENDAR YEAR BY DELUXE EMPLOYEES. | DONATED TIME TO ELIGIBLE ORGANIZATIONS MAY BE MATCHED WITH CASH UP TO 500 PER EMPLOYEE PER YEAR. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN INDIAN SCIENCE AND ENGINEERING SOCIETY | ||||||
| 6321 RIVERSIDE PLAZA LN NW UNIT A | ALBUQUERQUE | NM | 87120 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| AMERICAN NATIONAL RED CROSS | ||||||
| 1201 W RIVER PKWY | MINNEAPOLIS | MN | 55454 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| ATHENAS WAREHOUSE INC | ||||||
| 2290 ADAMS DR NW | ATLANTA | GA | 30318 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| BE THE MATCH FOUNDATION | ||||||
| 500 N 5TH STREET | MINNEAPOLIS | MN | 55401 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| BIG BROTHERS BIG SISTERS OF METRO ATLANTA INC | ||||||
| PO BOX 78215 | ATLANTA | GA | 30357 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| CAMP ENCOURAGE | ||||||
| 4025 CENTRAL STREET | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| CAN DO CANINES | ||||||
| 9440 SCIENCE CENTER DR | NEW HOPE | MN | 55428 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| CENTER FOR ECONOMIC INCLUSION | ||||||
| 370 WABASHA STREET NORTH STE 900 | ST PAUL | MN | 55102 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CHILDRENS CANCER RESEARCH FUND | ||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| COLLEGIATE ENTREPRENEURS ORGANIZATION | ||||||
| 401 W KENNEDY BLVD BOX 2F | TAMPA | FL | 33606 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| COOL GIRLS INC | ||||||
| 315 WEST PONCE DE LEON AVENUE SUITE | DECATUR | GA | 30030 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| EVERYBODY WINS ATLANTA INC | ||||||
| 2221 PEACHTREE RD NE STE D-459 | ATLANTA | GA | 30309 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FOR THE GIRLS INC | ||||||
| 514 HILLSBORO DR | SILVER SPRING | MD | 20902 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| GREATER TWIN CITIES UNITED WAY | ||||||
| 404 SOUTH EIGHTH STREET | MINNEAPOLIS | MN | 55404 | PC | EMPLOYEE GIVING | $356,763 |
| HARVESTERS THE COMMUNITY FOOD NETWORK | ||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| JUNIOR ACHIEVEMENT NORTH | ||||||
| 1745 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55104 | PC | BIZTOWN | $25,000 |
| JUNIOR ACHIEVEMENT OF GEORGIA INC | ||||||
| 275 NORTHSIDE DR NW | ATLANTA | GA | 30314 | PC | 3DE PROGRAM/BIZTOWN | $50,000 |
| JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC | ||||||
| 2842 WEST 47TH AVE | KANSAS CITY | KS | 66103 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| KIDS IN NEED FOUNDATION | ||||||
| 2719 PATTON RD | ROSEVILLE | MN | 55113 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| KIDS IN NEED FOUNDATION | ||||||
| 2719 PATTON RD | ROSEVILLE | MN | 55113 | PC | EMPLOYEE GIVING | $4,183 |
| LAKE STREET COUNCIL | ||||||
| 2925 CHICAGO AVE STE 190 | MINNEAPOLIS | MN | 55407 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| METROPOLITAN ECONOMIC DEVELOPMENT ASSOCIATION | ||||||
| 1256 PENN AVENUE NORTH NO 4800 | MINNEAPOLIS | MN | 55411 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| MINNESOTA DIVERSIFIED INDUSTRIES INC | ||||||
| 3501 BROADWAY ST NE SUITE 100 | MINNEAPOLIS | MN | 55413 | SO II | GENERAL OPERATING SUPPORT | $25,000 |
| MINORITY BUSINESS GROWTH ALLIANCE | ||||||
| 4130 XIMINES LANE N | PLYMOUTH | MN | 55441 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC | ||||||
| 250 WILLIAMS STREET NO 2322 | ATLANTA | GA | 30303 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| NATIONAL URBAN LEAGUE | ||||||
| 80 PINE STREET | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT | $200,000 |
| NEIGHBORHOOD FOREST INC | ||||||
| 5244 ZENITH AVENUE SOUTH | MINNEAPOLIS | MN | 55410 | PC | GENERAL OPERATING SUPPORT | $35,000 |
| NEXT GENERATION MEN AND WOMEN INC | ||||||
| 352 UNIVERSITY AVE SW UNIT W105 | ATLANTA | GA | 30310 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| OPERATION HOMEFRONT INC | ||||||
| 1355 CENTRAL PARKWAY SOUTH SUITE 10 | SAN ANTONIO | TX | 78232 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| OUTFRONT MINNESOTA COMMUNITY SERVICES | ||||||
| 310 EAST 38TH STREET SUITE 209 | MINNEAPOLIS | MN | 55409 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PENTAGON FEDERAL CREDIT UNION FOUNDATION | ||||||
| 2930 EISENHOWER AVENUE | ALEXANDRIA | VA | 22314 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| PROPEL NONPROFITS | ||||||
| 1 SE MAIN ST SUITE 600 | MINNEAPOLIS | MN | 55414 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| ROSE BROOKS CENTER INC | ||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| SAVE INSTITUTE INC | ||||||
| 85 MOUNT ZION ROAD SW UNIT 208 | ATLANTA | GA | 30354 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| SECOND HARVEST HEARTLAND | ||||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| SHEEP DOG IMPACT ASSISTANCE | ||||||
| 1200 W WALNUT ST STE 2310 | ROGERS | AR | 72756 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| SPECIAL OLYMPICS KANSAS INC | ||||||
| 5280 FOXRIDGE DR | MISSION | KS | 66202 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| SPECIAL OLYMPICS MINNESOTA INC | ||||||
| 900 2ND AVE S SUITE 300 | MINNEAPOLIS | MN | 55402 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THE BRIDGE FOR YOUTH | ||||||
| 1111 W 22ND STREET | MINNEAPOLIS | MN | 55405 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| THE POSSE FOUNDATION INC | ||||||
| 101 MARIETTA ST NW SUITE 1040 | ATLANTA | GA | 30303 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| THE SANNEH FOUNDATION INC | ||||||
| 2090 CONWAY STREET | ST PAUL | MN | 55119 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| TUBMAN | ||||||
| 4432 CHICAGO AVENUE SOUTH | MINNEAPOLIS | MN | 55407 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| UNITED WAY OF GREATER ATLANTA - AAP | ||||||
| 40 COURTLAND STREET | ATLANTA | GA | 30303 | PC | GENERAL OPERATING SUPPORT | $63,000 |
| VETERANS COMMUNITY PROJECT | ||||||
| 8900 TROOST | KANSAS CITY | MO | 64131 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| WITHALL | ||||||
| 5354 PARKDALE DR FL 2 | SAINT LOUIS PARK | MN | 55416 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| WOMEN VENTURE | ||||||
| 2021 E HENNEPIN AVE | MINNEAPOLIS | MN | 55413 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| WOUNDED WARRIOR PROJECT INC | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| YOUTH FARM AND MARKET PROJECT | ||||||
| 1420 DOWLING AVE N | MINNEAPOLIS | MN | 55412 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| YOUTH FRONTIERS INC | ||||||
| 5215 EDINA INDUSTRIAL BLVD SUITE 40 | MINNEAPOLIS | MN | 55439 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| YOUTH VOLUNTEER CORPS | ||||||
| 1025 JEFFERSON STREET | KANSAS CITY | MO | 64105 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,863,946 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JUNIOR ACHIEVEMENT NORTH | ||||||
| 1745 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55104 | PC | BIZTOWN | $25,000 |
| JUNIOR ACHIEVEMENT OF GEORGIA INC | ||||||
| 275 NORTHSIDE DR NW | ATLANTA | GA | 30314 | PC | BIZTOWN | $25,000 |
| METROPOLITAN ECONOMIC DEVELOPMENT ASSOCIATION | ||||||
| 1256 PENN AVENUE NORTH NO 4800 | MINNEAPOLIS | MN | 55411 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC | ||||||
| 250 WILLIAMS STREET NO 2322 | ATLANTA | GA | 30303 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| NATIONAL URBAN LEAGUE | ||||||
| 80 PINE STREET | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT | $200,000 |
| UNITED WAY OF GREATER ATLANTA - AAP | ||||||
| 40 COURTLAND STREET | ATLANTA | GA | 30303 | PC | GENERAL OPERATING SUPPORT | $33,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $483,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,746 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $617,903 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$175 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $623,474 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $623,474 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SMITH SCHAFER ASSOCIATES, LTD. | CategoryTxt |
| Amt | $5,855 | Amt |
| Disbursements Charitable Prps | $5,855 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 163809 shares of AMERICAN CENTURY SMALL CAP VAL | $1,193,163 | $1,479,197 |
| 238670 shares of MFS INTL DIVERSIFICAT I | $4,936,563 | $4,828,294 |
| 7356 shares of NTGI QM COM DAILY SP 500 | $5,258,128 | $10,490,887 |
| 13851 shares of VANGUARD SMALL CAP GROWTH INDEX | $660,318 | $976,645 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FAEGRE DRINKER | CategoryTxt |
| Legal Fees | $5,335 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,335 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MISCELLANEOUS EXPENSES | $10,620 | $10,620 |
| MEMBERSHIP DUES | $3,500 | $3,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $13,753 | $13,753 | |
| INVESTMENT PERFORMANCE FEES | $27,117 | $27,117 | |
| CONSULTING FEES | $2,020 | $2,020 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2022 FEDERAL EXCISE TAX PAYMENTS | CategoryTxt |
| Amt | $20,051 | Amt |
Comments