LAIRD YOUTH LEADERSHIP FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LAIRD YOUTH LEADERSHIP FOUNDATION INC (EIN 39-6104415)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202301329349102200
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T10:38:26-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13125 JOHN JOANIS DRIVEAddressLine1Txt
CitySTEVENS POINTCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54482ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396104415EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAIRD YOUTH LEADERSHIP FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAIRBusinessNameControlTxt
Phone3012295596PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11352 RIVERSIDE DRIVEAddressLine1Txt
CityRIVER FALLSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID M LAIRDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3012295596PhoneNum
Signature2023-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastLAIRDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEAN JOHNSON CPAPreparerPersonNm
PTINP01708664PTIN
Phone7153444984PhoneNum
Preparation2023-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,057,221FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,105DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,973DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,147NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$294,132GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,793CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$84OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$84OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$40,338TotalRevAndExpnssAmt
Total Net Invst Incm$40,852TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,575AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$788AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$787AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,286OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,286OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,221TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,398TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$125OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$125OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,207TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,472TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$912TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,707TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,472TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$60,412TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,369ExcessRevenueOverExpensesAmt
Net Investment Income$24,380NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$208,508SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$129,554SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$129,554SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$709,940CorporateStockBOYAmt
Corporate Stock EOY$751,525CorporateStockEOYAmt
Corporate Stock EOYFMV$927,667CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$662LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$662LandBldgEquipAccumDeprecAmt
Total Assets BOY$918,448TotalAssetsBOYAmt
Total Assets EOY$881,079TotalAssetsEOYAmt
Total Assets EOYFMV$1,057,221TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$918,448CapitalStockBOYAmt
Capital Stock EOY$881,079CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$918,448TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$881,079TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$918,448TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$881,079TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$918,448TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,369ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$881,079SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$881,079TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY - PUBLICLY TRADED SECURITIES$88,252$105,377-$17,125-$17,125
MORGAN STANLEY - PUBLICLY TRADED SECURITIES$202,924$166,962$35,962$35,962
CAPITAL GAINS DIVIDENDS$2,956$2,956$2,956P
FieldValueIRS element (for citing)
Capital Gain Net Income$21,793CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$339InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$339SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$339TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,160EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$821OverpaymentAmt
Applied To ES Tax$821AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID LAIRDIndividualWithBooksNm
Phone3012295596PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16108 WINNEBAGO ROADAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20816ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN O LAIRD
1352 RIVERSIDE DRRIVER FALLSWI54022PRESIDENT0.50$0$0$0
DAVID M LAIRD
6108 WINNEBAGO ROADBETHESDAMD20816TREAS/VICE PRES0.50$0$0$0
JOHN H DRESSENDORFER
233 LOCUST STREET SEVIENNAVA22180SECRETARY0.50$0$0$0
RAYMOND D NASS
411 GREENBRIAR AVESTEVENS POINTWI54481BOARD MEMBER0.20$0$0$0
VANESSA A LAIRD
1101 W MINNEHAHA PKWYMINNEAPOLISMN55419BOARD MEMBER0.20$0$0$0
ALISON LAIRD-LARGE
757 CANE CREEK ROADSYLVANC28779BOARD MEMBER0.20$0$0$0
KAREN ENGELHARD
4309 JANICK CIRCLE NORTHSTEVENS POINTWI54481BOARD MEMBER0.20$0$0$0
KIMBERLY DALGLEISH
32268 WOODFIELD DRAVON LAKEOH44012BOARD MEMBER0.20$0$0$0
RAYMOND LARGE III
757 CANE CREEK ROADSYLVANC28779BOARD MEMBER0.20$0$0$0
CONNOR K LAIRD
6108 WINNEBAGO ROADBETHESDAMD20816BOARD MEMBER0.20$0$0$0
JOHN DAVID LARGE
309 BENTON AVENUEMISSOULAMT59801BOARD MEMBER0.20$0$0$0
HARRISON LAIRD
703 LAMONT STREET NWWASHINGTONDC20010BOARD MEMBER0.20$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$994,514AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$187,194AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,181,708TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,181,708AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,726CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,163,982NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,199MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,199MinimumInvestmentReturnAmt
Tax Based On Investment Income$339TaxBasedOnInvestmentIncomeAmt
Total Tax$339TotalTaxAmt
Distributable Before Adj$57,860DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$57,860DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$57,860DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,412ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$60,412QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,860DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$1,682ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,929ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,611TotalExcessDistributionCyovAmt
Qualifying Distributions$60,412QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$57,860AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,552RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$18,163TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,163ExcessDistriCyovToNextYrAmt
Excess From Year2$1,682ExcessFromYear2Amt
Excess From Year1$13,929ExcessFromYear1Amt
Excess From Current Year$2,552ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLAIRD YOUTH LEADERSHIP FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11352 RIVERSIDE DRIVEAddressLine1Txt
CityRIVER FALLSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3012295596RecipientPhoneNum
Form And Info And MaterialsDETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesDETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATIONSubmissionDeadlinesTxt
Restrictions On AwardsDETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR DOMESTIC PEACE
26 RIDGEWAY STREETSYLVANC28779N/APCSUPPORTING FAMILIES AFFECTED BY DOMESTIC VIOLENCE THROUGH EDUCATION AND ADVOCACY$2,500
LANDON SCHOOL
6101 WILSON LANEBETHESDAMD20817N/APCDONATION FOR FINANCIAL ASSISTANCE PROGRAMS AT SECONDARY SCHOOL$2,500
LOAVES AND FISHES
721 KASOTA AVENUE SEMINNEAPOLISMN55414N/APCSUPPORTING BATTLE AGAINST FOOD INSECURITY IN THE MINNEAPOLIS COMMUNITY.$5,000
MANY HANDS INC
PO BOX 425CHEVY CHASEMD20825N/APCSUPPORTING UNDERSERVED WOMEN AND CHILDREN IN WASHINGTON D.C.$2,500
MARSHFIELD CLINIC HEALTH SYSTEM FOUNDATION
1000 NORTH OAK AVENUEMARSHFIELDWI54449N/APCSUPPORTING CHILDREN AND THEIR FAMILIES GOING THROUGH PEDIATRIC CANCER.$5,000
SECOND HARVEST HEARTLAND
PO BOX 64051ST PAULMN55164N/APCSUPPORT FOR COMBATING HUNGER IN WI AND MN$5,000
SHEPHERD'S TABLE
8106 GEORGIA AVENUESILVER SPRINGMD20910N/APCSUPPORTING FOOD PROGRAMS AND HELPING COMBAT HUNGER IN WASHINGTON DC AND MARYLAND$5,000
THE COMMUNITY TABLE
PO BOX 62DILLSBORONC28725N/APCSUPPORTING MEALS FOR THOSE IN NEED AND PROVIDING ACCESS TO A FOOD PANTRY$5,000
TWIN CITIES THEATER CAMP
4626 CASCO AVENUEEDINAMN55425N/APCPROMOTING EDUCATION OF YOUTH THROUGH PRODUCTION OF STAGE PERFORMANCES.$2,500
UNIVERSITY OF WISCONSIN STEVENS POINT FOUNDATION
2100 MAIN STREET SUITE 212STEVENS POINTWI54481N/APCSUPPORTING THE ENGELHARD FORESTRY ENDOWMENT.$5,000
WAY TO GROW
201 IRVING AVE NORTHMINNEAPOLISMN55405N/APCSUPPORTING EARLY LEARNING PROGRAMS IN THE TWIN CITIES AREA$2,500
WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS
1922 UNIVERSITY AVEMADISONWI53726N/APCPROMOTING CREATIVE WORKS AND ADVANCEMENT OF CULTURE IN WISCONSIN$2,500
YMCA CAMP WIDJIWAGAN
651 NICOLLET MALL STE 500MINNEAPOLISMN55402N/APCSUPPORTING CAMP FOR YOUNG PEOPLE TO CONNECT WITH THEMSELVES AND THE ENVIRONMENT$2,500
YMCA OF MARTHA'S VINEYARD
111R EDGARTOWN VINEYARD HAVEN ROADVINEYARD HAVENMA02568N/APCSUPPORTING YOUTH AND COMMUNITY PROGRAMS AT YMCA$2,500
CARLETON COLLEGE
ONE NORTH COLLEGE STREETNORTHFIELDMN55057N/APCSUPPORTING A MEMORIAL FUND FOR FACULTY DEVELOPMENT$5,000
EVERYBODY WINS DC
1420 NEW YORK AVE SUITE 650 NWWASHINGTONDC20005N/APCSUPPORTING CHILDREN'S LITERACY PROGRAMS IN THE WASHINGTON DC AREA$2,500
CARROLL UNIVERSITY
100 N EAST AVEWAUKESHAWI53186N/APCFOR THE BENEFIT OF BRYCE LOLL, THE LAIRD-FROEHLKE SCHOLARSHIP AWARDEE AT MARSHFIELD HIGH$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,105ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,147ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME14$72
OTHER INVESTMENT INCOME14$12

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$40,338ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,338TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATIONCategoryTxt
Amt$1,575Amt
Net Investment Income$788NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$787DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (164 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACTIVISION BLIZZARD INC$1,482$1,760
ABBOTT LABORATORIES$1,864$1,756
ADOBE$954$5,384
ADYEN$3,207$3,836
AIA GROUP$3,735$6,139
AIRBNB$3,670$2,223
ALLSTATE$1,725$2,305
ALIBABA GROUP HLDG LTD$4,355$3,700
ALPHABET$9,301$17,125
ALTRIA GROUP INC$1,327$1,463
AMAZON$5,477$14,448
AMER INTL$3,445$6,450
AMERICAN ELEC PWR$1,371$1,519
AMERICAN TOWER CORP$5,227$4,661
AMERISOURCEBERGEN CORP$2,117$2,486
APOLLO GLOBAL MGMT$3,590$3,764
APPLE$7,620$18,840
ASML HOLDING$4,803$9,289
ASTRAZENECA$7,563$11,662
AT&T INC$1,297$1,289
ATLASSIAN$3,626$2,187
BAXTER INTL INC$3,131$2,905
BAYERISCHE MOTOREN WERKE$4,214$3,737
BP PLC$7,954$8,278
BRIDGESTONE$4,778$4,480
BRITISH AMER TOB$1,474$1,399
BROADCOM INC$6,847$6,710
BUNZL PLC$3,649$4,348
BURBERRY GROUP$2,951$2,833
CANADIAN NAT'L RAILWAY$3,688$4,399
CAPITAL ONE FINANCIAL$2,327$1,487
CARDINAL HEALTH INC$2,836$3,382
CARREFOUR SA SPONSORSED ADR$4,054$3,281
CATERPILLAR$2,070$2,396
CHARLES SCHWAB$1,281$3,164
CIGNA$2,776$4,307
CISCO$5,494$5,860
CITIGROUP$8,833$7,599
CITIZENS FINANCIAL GROUP INC$1,374$1,299
COGNIZANT TECH$6,848$6,291
COMCAST$4,230$5,211
COMPAGNIE FIN$2,707$4,212
CONOCOPHILLIPS$1,854$4,602
CONSTELLATION BRANDS$2,189$3,013
CORTEVA$578$1,234
COSTCO WHOLESALE$3,608$6,391
CROWDSTRIKE$1,161$1,895
DANAHER$4,660$4,778
DEXCOM$1,619$3,284
DIAGEO PLC$3,401$4,989
DOLLAR GENERAL$1,991$3,448
EDISON$1,355$1,272
ELEVANCE HEALTH INC$1,251$4,617
ELI LILLY$9,193$13,536
EQUINOR$1,354$3,401
EQUITABLE HOLDINGS$1,435$2,181
ERSTE GROUP$4,290$3,478
ESTEE LAUDER$2,009$4,218
EXELON$1,356$1,427
F&G ANNUITIES & LIFE INC$96$100
FIDELITY NATIONAL FIN'L$2,780$2,784
FIDELITY NAT'L INFORMATION$8,027$4,410
FIRST CITIZ BANCSHARES A$4,801$4,550
FOX$4,071$3,523
GALLAGHER ARTHUR$1,013$2,640
GENERAL ELECTRIC$1,530$2,262
GENERAL MOTORS$5,736$5,786
GLAXOSMITHKLINE (GSK)$3,172$2,671
GOLDMAN SACHS$3,978$4,121
HDFC BANK$2,854$5,062
HESS CORPORATION$2,087$3,262
HOME DEPOT$5,331$5,370
HSBC HOLDINGS PLC SPON ADR NEW$4,270$3,864
HUBSPOT, INC$2,088$1,734
HUMANA$3,157$4,098
IBERDROLA SA$3,593$3,686
INFINEON TECH$3,642$4,582
INTESA SANPAULO$3,079$3,193
INTUITIVE SURGICAL$4,514$3,980
JPMORGAN CHASE$3,117$6,035
KKR & CO$2,043$1,439
KONINKLIJKE PHIL$4,680$2,234
KRAFT HEINZ CO COM$4,028$4,356
L3HARRIS TECHNOLOGIES INC$3,699$3,331
LABORATORY CP AMER HLDGS NEW$6,630$6,122
LEAR CORP$1,525$1,364
LEIDOS$3,813$4,102
LONZA GROUP$2,093$3,771
LULULEMON$7,156$8,971
LVMH MOET HENNESSY$7,671$8,562
MARRIOTT INT'L$3,797$3,573
MASTERCARD$4,403$8,346
MCDONALDS CORP$2,343$2,372
MEDTRONIC PLC$8,125$7,228
MERCADOLIBRE$4,755$4,231
META PLATFORMS$290$1,444
MICRON TECH INC$7,130$5,898
MICROSOFT$12,106$23,023
MITSUBISHI UFJ FINCL GRP ADS$3,187$3,895
MONDELEZ INTL INCOM COM$1,604$1,600
NATIONAL GRID PLC$3,427$3,438
NESTLE$5,010$6,717
NETFLIX$4,549$5,013
NEWELL BRANDS$2,397$1,609
NIKE$1,711$3,042
NORTHROP GRUMMANN CP$2,910$3,274
NOVO NORDISK A/S ADR$6,094$7,308
NVIDIA$8,005$13,883
PPG INDUSTRIES$3,152$3,018
PRUDENTIAL PLC ADR$1,431$1,759
PUBLIC SERVICE ENTERPRISE$2,125$2,696
RALPH LAUREN CORP CL A$1,381$1,268
RAYMOND JAMES$955$1,816
RAYTHEON TECHNOLOGIES$2,430$3,835
RECKITT BENCKISER$6,007$4,762
RECRUIT HOLDINGS CO LTD ADR$3,275$3,336
RELX PLC SPONSORED ADR$4,258$3,964
ROBLOX$2,484$882
ROCHE HOLDINGS$4,335$4,855
ROGERS COMM$1,894$1,827
ROSS STORES$3,943$4,179
S&P GLOBAL$4,514$4,019
SALESFORCE.COM$984$3,182
SANOFI ADR$6,742$6,635
SAP AG$5,374$4,747
SCHLUMBERGER LTD$5,042$6,362
SCHNEIDER ELEC$2,837$5,915
SEALED AIR CP$3,455$2,893
SEMPRA$2,172$2,473
SHELL PLC ADR$5,814$8,258
SIEMENS$5,142$4,427
SIKA AG$2,356$2,540
SMC CORP$3,327$4,191
SNOWFLAKE$6,137$3,158
SONY$3,784$5,034
SS&C TECHNOLOGIES$5,604$4,321
SVENSKA HANDELSBANKEN$4,081$3,984
TAIWAN SEMICONDUCTOR$2,350$5,810
T-MOBILE US INC COM$3,956$3,780
TENCENT HOLDINGS$4,119$4,490
TESCO PLC ADR$4,106$3,414
TESLA$1,235$9,115
TJX COS$3,595$4,935
TORONTO DOM BK NEW$4,055$4,080
TRADE DESK$1,063$1,703
UBER TECHNOLOGIES$6,862$4,872
UNILEVER$6,213$6,042
UNION PACIFIC$754$1,864
UNITEDHEALTH$5,019$7,953
VERIZON$2,814$2,679
VERTEZ PHARMACEUTICALS$4,064$4,043
VESTAS WIND SYSTEMS$3,236$4,554
VISA INC$7,443$14,543
WALMART INC$2,792$2,978
WELLS FARGO$5,683$8,547
WILLIAMS CO$4,251$5,560
WILLIS TOWERS WATSON$3,023$3,180
ZIMMER BIOMET$5,990$5,355
ZOOMINFO TECHNOLOGIES$2,308$1,114
VANGUARD MID-CAP$24,416$50,341
VANGUARD SM-CAP$26,787$49,387
WISDOMTREE EMERGING MKTS$25,776$19,495
HARDING LOEVNER EMERGING MKTS$48,136$37,445
HARDING LOEVNER INT'L EQUITY$33,751$44,565

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PHONE$117$0$0$117
PUBLIC NOTICE FEE$8$0$0$8

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME$72$72$0
OTHER INVESTMENT INCOME$12$12$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT - MANAGEMENT FEESCategoryTxt
Amt$14,286Amt
Net Investment Income$14,286NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX - 990-PF$1,235$0$0$0
FOREIGN TAXES$986$1,398$0$0

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