WMN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WMN FOUNDATION (EIN 20-4850609)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202301309349102730
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T12:03:09-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON HOLDINGS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARLSON PARKWAY SUITE 1500 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204850609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TONKAWA INC | InCareOfNm |
| Business Name Control | WMNF | BusinessNameControlTxt |
| Phone | 9524045636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARLSON PKWY STE 1250 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C DAVID NELSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9524045636 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | C DAVID | PersonFirstNm |
| Person Last | NELSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW BUCKNEBERG | PreparerPersonNm |
| PTIN | P01253775 | PTIN |
| Phone | 7637622254 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,276,659 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $223,661 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,820 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $247,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,423 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,044 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,544 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $186 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $686 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,569 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $686 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,669 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $146,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,737 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,874 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,732 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,732 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,288,725 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,232,927 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,232,927 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,380,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,276,659 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,276,659 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,380,599 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,276,659 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,380,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,276,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,380,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,276,659 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,380,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $146,187 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,586 | OtherIncreasesAmt |
| Subtotal | $1,544,372 | SubtotalAmt |
| Other Decreases | $267,713 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,276,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $3,820 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,820 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $330 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $330 | SubtotalAmt |
| Tax Based On Investment Income | $330 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $330 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONKAWA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9524045600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARLSON PARKWAY SUITE 1200 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | 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 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DIANA NELSON | ||||||||
| 701 CARLSON PKWY STE 1250 | MINNETONKA | MN | 55305 | TRUSTEE, TREASURER | 1.0 | $0 | $0 | $0 |
| WENDY M NELSON | ||||||||
| 701 CARLSON PKWY STE 1250 | MINNETONKA | MN | 55305 | TRUSTEE, PRESIDENT | 1.0 | $0 | $0 | $0 |
| C DAVID NELSON | ||||||||
| 701 CARLSON PKWY STE 1250 | MINNETONKA | MN | 55305 | TRUSTEE, SECRETARY | 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 | $1,263,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,231 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,315,093 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,315,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,726 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,295,367 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $330 | TotalTaxAmt |
| Distributable Before Adj | $64,438 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $64,438 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $64,438 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,669 | 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 | $100,669 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,438 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $297,816 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $270,296 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $297,824 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $120,915 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $986,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,669 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $64,438 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,231 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,023,082 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $297,816 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $725,266 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $270,296 | ExcessFromYear4Amt |
| Excess From Year3 | $297,824 | ExcessFromYear3Amt |
| Excess From Year1 | $120,915 | ExcessFromYear1Amt |
| Excess From Current Year | $36,231 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WENDY NELSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR HUMAN RIGHTS | ||||||||
| 330 2ND AVE S STE 800 | MINNEAPOLIS | MN | 554012447 | NONE | PC | WATCH COURT OBSERVATION | $1,000 | |
| ALIA | ||||||||
| 1000 University Ave W Suite 120 | St Paul | MN | 55104 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BRECK SCHOOL | ||||||||
| 123 OTTAWA AVE N | MINNEAPOLIS | MN | 554225124 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CHILDREN'S MINNESOTA FOUNDATION | ||||||||
| 5901 LINCOLN DRIVE | EDINA | MN | 55436 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | CBC-3 - FOUN |
| CHILDREN'S THEATRE COMPANY | ||||||||
| 2400 3RD AVE S | MINNEAPOLIS | MN | 554043506 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FAIRVOTE MINNESOTA FOUNDATION | ||||||||
| 550 VANDALIA ST STE 210 | ST PAUL | MN | 551141990 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| GRAND TETON NATIONAL PARK FOUNDATION | ||||||||
| PO BOX 249 | MOOSE | WY | 830120249 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GROVES LEARNING ORGANIZATION | ||||||||
| 3200 HIGHWAY 100 S | ST LOUIS PARK | MN | 554162175 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HIGHPOINT CENTER FOR PRINTMAKING | ||||||||
| 912 W LAKE ST | MINNEAPOLIS | MN | 554082857 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 200363200 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| INNER CITY TENNIS FOUNDATION | ||||||||
| 4005 NICOLLET AVE | MINNEAPOLIS | MN | 554091516 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MILKWEED EDITIONS INC | ||||||||
| 1011 WASHINGTON AVE S STE 300 | MINNEAPOLIS | MN | 554151277 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| Kellogg School of Management | ||||||||
| 2211 Campus Drive | EVANSTON | IL | 602080001 | NONE | PC | GENERAL OPERATING SUPPORT | $84 | |
| NORTHWESTERN WOMENS BOARD | ||||||||
| 1201 DAVIS ST | EVANSTON | IL | 602080001 | NONE | PC | Women's Board - Scholarships | $100 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS ST STE 1-400 | EVANSTON | IL | 602080001 | NONE | PC | Women's Tennis - General Operating Support | $1,000 | |
| Kellogg School of Management | ||||||||
| 2211 Campus Drive | EVANSTON | IL | 602080001 | NONE | PC | GENERAL OPERATING SUPPORT | $9,916 | |
| PLANNED PARENTHOOD NORTH CENTRAL STATES | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 100383844 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| PLAYWRIGHTS CENTER INC | ||||||||
| 2301 E FRANKLIN AVE | MINNEAPOLIS | MN | 554061099 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| POSITIVE COACHING ALLIANCE | ||||||||
| 1001 N RENGSTORFF AVE STE 100 | MOUNTAIN VIEW | CA | 940431766 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PROJECT SUCCESS | ||||||||
| ONE GROVELAND TERRACE | MINNEAPOLIS | MN | 554031172 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SCIENCE MUSEUM OF MINNESOTA | ||||||||
| 120 KELLOGG BLVD W | ST PAUL | MN | 551021202 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE LINK | ||||||||
| 1210 GLENWOOD AVE STE 1 | MINNEAPOLIS | MN | 554051415 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| 247 W 30TH ST 5TH FLOOR | NEW YORK | NY | 100012824 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,100 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,491 | 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 | $3,820 | 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 | $24,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,311 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WENDY NELSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARLSON PKWY STE 1200 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $223,661 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 732 shares VTI 5,847 shares EWTX | NoncashPropertyDesc |
| Fair Market Value | $223,661 | FairMarketValueAmt |
| Received | 2022-03-31 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE INDEX | $37,284 | $37,284 |
| VANGUARD FTSE ALL WORLD INDEX | $66,686 | $66,686 |
| SIT US GOVT SECURITIES FUND | $20,053 | $20,053 |
| VANGUARD TOTAL STOCK MKT ETF | $358,481 | $358,481 |
| ISHARES CORE U.S. AGGREGATE | $30,746 | $30,746 |
| ISHARES S&P MIDCAP 400 GROWTH | $196,499 | $196,499 |
| CALAMOS MARKET NEUTRAL INCOME | $31,862 | $31,862 |
| DIAMOND HILL LONG SHORT I | $75,011 | $75,011 |
| DFA COMMODITY STRATEGY | $10,903 | $10,903 |
| S&P DEPOSITORY RECEIPTS | $67,690 | $67,690 |
| SPDR S&P MIDCAP 400 | $214,310 | $214,310 |
| VANGUARD ST INFLATION PROTECT | $13,918 | $13,918 |
| ISHARES IBOXX INV GR CORP BOND | $14,760 | $14,760 |
| WCM FOCUSED INTL GROWTH FUND | $25,307 | $25,307 |
| FRANKLIN K2 ALT STRATEGIES | $44,412 | $44,412 |
| EDGEWISE THERAPEUTICS, INC | $25,005 | $25,005 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN UNREALIZED APPRECIATION | Desc |
| Amt | $267,713 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MN ATTORNEY GENERAL FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION ON GIFTED STOCK | Desc |
| Amt | $17,586 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST FEES | $500 | $500 | |
| TONKAWA FEES | $6,544 | $6,544 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $430 | |
| FOREIGN TAX WITHHOLDING | $186 | $186 |
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