LIVING SPRINGS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LIVING SPRINGS FOUNDATION (EIN 41-1904085)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202301329349102055
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T12:14:17-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411540027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sherburne & Dahl Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Market Street Suite 274A | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | 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 | 411904085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVING SPRINGS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIVI | BusinessNameControlTxt |
| Phone | 6123383255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MARKET STREET SUITE 274A | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Jonas | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6123383255 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert | PersonFirstNm |
| Person Last | Jonas | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristopher Dahl | PreparerPersonNm |
| PTIN | P00165758 | PTIN |
| Phone | 6123383255 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,465,177 | 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 | $49,915 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,651 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $287,111 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,651 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $149,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,008 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,909 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,455 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,454 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,059 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $720 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,169 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,479 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,415 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $303,584 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,894 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$153,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,657 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,764 | CashBOYAmt |
| Cash EOY | $9,992 | CashEOYAmt |
| Cash EOYFMV | $9,992 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,279 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,279 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,544 | AcctRcvblAmt |
| Acct Rcvbl BOY | $728 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,544 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,544 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $700,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $561,054 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $878,689 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $666,037 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $660,315 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $555,673 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,405,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,252,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,465,177 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $125,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $45,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $125,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,508,220 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,558,135 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$227,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$350,951 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,280,845 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,207,184 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,405,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,252,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,280,845 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$153,661 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100,000 | OtherIncreasesAmt |
| Subtotal | $1,227,184 | SubtotalAmt |
| Other Decreases | $20,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,207,184 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Ishares 20 Year Treasury Bond ETF | P | 2022-10-26 | 2022-12-12 | $6,997 | $6,264 | $733 | $733 |
| TIAA Cref Social Choice Bond Advisor | P | 2022-02-08 | 2022-12-12 | $27,292 | $31,000 | -$3,708 | -$3,708 |
| Apple Inc | P | 2005-01-03 | 2022-12-12 | $39,856 | $319 | $39,537 | $39,537 |
| Doubleline Total Ret Bond I | P | 2020-01-07 | 2022-12-12 | $18,800 | $22,484 | -$3,684 | -$3,684 |
| Fidelity Adv Divers Intl CL I | P | 2004-06-17 | 2022-02-08 | $29,326 | $17,625 | $11,701 | $11,701 |
| Fidelity Adv Divers Intl CL I | P | 2017-09-19 | 2022-02-08 | $12,214 | $10,448 | $1,766 | $1,766 |
| Ishares TIPS Bond ETF | P | 2016-07-15 | 2022-12-12 | $5,432 | $5,820 | -$388 | -$388 |
| Ishares Core MSCI EAFE ETF | P | 2020-07-30 | 2022-12-12 | $10,844 | $10,326 | $518 | $518 |
| Ishares Core MSCI Emerging Mkts ETF | P | 2020-05-27 | 2022-12-12 | $12,927 | $12,070 | $857 | $857 |
| Clearbridge International Growth | P | 2020-12-18 | 2022-12-12 | $10,070 | $12,187 | -$2,117 | -$2,117 |
| Matthews Asia Growth Fund IS | P | 2020-12-18 | 2022-12-12 | $5,018 | $8,802 | -$3,784 | -$3,784 |
| Abbey Capital Futures Strategy Fund | P | 2020-01-13 | 2022-10-26 | $42,887 | $33,262 | $9,625 | $9,625 |
| Abbey Capital Futures Strategy Fund | P | 2020-01-13 | 2022-12-12 | $6,594 | $6,168 | $426 | $426 |
| TIAA Cref Social Choice Bond Advisor | P | 2020-09-29 | 2022-12-12 | $17,708 | $21,750 | -$4,042 | -$4,042 |
| Vanguard FTSE Social Index Fund | P | 2020-05-27 | 2022-12-12 | $29,901 | $23,618 | $6,283 | $6,283 |
| Vanguard MC Grow Index ADM | P | 2014-07-31 | 2022-12-12 | $8,655 | $4,317 | $4,338 | $4,338 |
| Capital Gains Dividends | P | $2,590 | $2,590 | $2,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,651 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,975 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,191 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,191 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,809 | OverpaymentAmt |
| Applied To ES Tax | $4,809 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KRISTOPHER DAHL | IndividualWithBooksNm |
| Phone | 6123383255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MARKET STREET SUITE 274A | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET BULLITT-JONAS | ||||||||
| 275 Market Street Suite 274A | Minneapolis | MN | 55405 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT JONAS | ||||||||
| 275 Market Street Suite 274A | Minneapolis | MN | 55405 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,774,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,834,182 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,834,182 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,806,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,191 | TotalTaxAmt |
| Distributable Before Adj | $89,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,142 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,894 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $281,894 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $82,814 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,553 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $275,317 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $247,348 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $303,684 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $988,716 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $281,894 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $192,752 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,181,468 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $82,814 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,098,654 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,553 | ExcessFromYear4Amt |
| Excess From Year3 | $275,317 | ExcessFromYear3Amt |
| Excess From Year2 | $247,348 | ExcessFromYear2Amt |
| Excess From Year1 | $303,684 | ExcessFromYear1Amt |
| Excess From Current Year | $192,752 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Living Springs Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Market Street Suite 274A | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6123383255 | RecipientPhoneNum |
| Form And Info And Materials | TWO SETS OF GRANT PROPOSAL SHOULD BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARY FOCUS IS ON COMMUNITIES IN THE NEW ENGLAND AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | PC | GENERAL OPERATING | $3,000 | |
| AGAPE COMMUNITY INC | |||||||
| 2062 GREENWICH ROAD | WARE | MA | 01082 | PC | GENERAL SUPPORT | $2,000 | |
| ALLIANCE FOR TOMPOTIKA CONSERVATION | |||||||
| 21416 86TH AVE SW | VASHON | WA | 98070 | PC | GENERAL SUPPORT | $1,500 | |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| AMHERST SURVIVAL CENTER | |||||||
| PO BOX 9629 | NORTH AMHERST | MA | 01059 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| ARISE FOR SOCIAL JUSTICE | |||||||
| 38 SCHOOL STREET | SPRINGFIELD | MA | 01105 | PC | GENERAL OEPRATING | $2,500 | |
| BETTER FUTURE PROJECT INC | |||||||
| 30 BOW ST | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING | $5,000 | |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PC | GENERAL OPERATING | $5,000 | |
| CENTER FOR ECO TECHNOLOGY | |||||||
| 320 RIVERSIDE DRIVE 1-A | NORTHAMPTON | MA | 01062 | PC | GENERAL SUPPORT | $500 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 333 Bridge Street | Springfield | MA | 01103 | PC | GENERAL OPERATING - $6,000; MARKHAM-NATHAN FDN FOR SOCIAL JUSTICE - 2,000 | $8,000 | |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE | |||||||
| ONE SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | PC | GENERAL OPERATING | $5,000 | |
| CONNECTICUT RIVER CONSERVANCY | |||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | pc | GENERAL SUPPORT | $1,000 | |
| CONSERVATION INTERNATIONAL FOUNDATION | |||||||
| PO BOX 418608 | BOSTON | MA | 02241 | PC | GENERAL OPERATING | $2,000 | |
| CORPORATE ACCOUNTABILITY | |||||||
| 10 MILK ST STE 610 | BOSTON | MA | 02108 | PC | YEAR 3 OF 3 YEAR PLEDGE | $25,000 | |
| EAGLE EYE INSTITUTE | |||||||
| PO BOX 1282 | PERU | MA | 02144 | PC | GENERAL SUPPORT | $3,000 | |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | NEVER REST CAMPAIGN | $5,000 | |
| EPIPHANY SCHOOL INC | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| EPISCOPAL DIOCESE OF WESTERN MASSACHUSETTS | |||||||
| 37 CHESTNUT STREET | SPRINGFIELD | MA | 01103 | PC | HUMAN TO HUMAN PROGRAM | $2,500 | |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | PC | GENERAL SUPPORT | $5,000 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | GENERAL SUPPORT | $1,000 | |
| FAMILY DIVERSITY PROJECTS INC | |||||||
| 61 FORD XING | NORTHAMPTON | MA | 01060 | PC | GENERAL OPERATING | $500 | |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $1,500 | |
| FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| PO BOX 160 | HATFIELD | MA | 01038 | PC | GENERAL OPERATING | $5,000 | |
| FRANKLIN LAND TRUST INC | |||||||
| PO BOX 450 | SHELBURNE FALLS | MA | 01370 | PC | GENERAL FUND | $49,915 | |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING | $2,500 | |
| GRAND CANYON TRUST | |||||||
| PO BOX 1236 | FLAGSTAFF | AZ | 86002 | PC | GENERAL SUPPORT | $1,000 | |
| GREENFAITH | |||||||
| 1216 BROADWAY FLOOR 2 ROOM 1005 | NEW YORK | NY | 10001 | PC | SACRED SEASON FOR CLIMATE JUSTICE CAMPAIGN | $4,000 | |
| GROW FOOD NORTHAMPTON INC | |||||||
| 221 PINE STREET SUITE 349 | FLORENCE | MA | 01062 | PC | GENERAL OPERATING | $2,000 | |
| HILLTOWN LAND TRUST INC | |||||||
| 332 BULLITT ROAD | ASHFIELD | MA | 01330 | PC | GENERAL OPERATING | $2,000 | |
| HISTORIC NORTHAMPTON | |||||||
| 46 BRIDGE STREET | NORTHAMPTON | MA | 01060 | PC | GENERAL OPERATING | $2,000 | |
| HITCHCOCK CENTER FOR THE ENVIRONMENT | |||||||
| 845 WEST STREET | AMHERST | MA | 01002 | PC | GENRAL FUND SUPPORT - $2,500CLIMATE CHANGE, SUSTAINABILITY & ENVIRONMENTAL CAPACITY BLDG INITIATIVE - $25,000 | $27,500 | |
| KARUNA CENTER FOR PEACEBUILDING | |||||||
| PO BOX 727 | GREENFIELD | MA | 01302 | PC | GENERAL SUPPORT | $2,000 | |
| KESTREL LAND TRUST | |||||||
| PO BOX 1016 | AMHERST | MA | 01004 | PC | GENERAL OPERATING EXPENSES | $2,000 | |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PC | General Support - $3,000Action Agenda Program - $7,000 | $10,000 | |
| MASSACHUSETTS INTERFAITH POWER AND LIGHT | |||||||
| PO BOX 600163 | NEWTON | MA | 02460 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MONGABAYORG | |||||||
| 1259 EL CAMINO REAL 150 | MENLO PARK | CA | 94025 | PC | GENERAL OPERATION | $1,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $2,500 | |
| NATURE CONSERVANCY IN MASSACHUSETTS | |||||||
| 99 BEDFORD STREET SUITE 500 | BOSTON | MA | 02111 | PC | WESTERN MASSACHUSETTS PROGRAM | $2,000 | |
| NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC | |||||||
| PO BOX 611 | NEWMARKET | NH | 03857 | PC | GENERAL OPERATION SUPPORT | $3,000 | |
| NEW ENGLAND PUBLIC MEDIA INC | |||||||
| 1525 MAIN STREET | Springfield | MA | 01103 | PC | GENERAL SUPPORT | $3,000 | |
| NORTHAMPTON SURVIVAL CENTER | |||||||
| 265 PROSPECT STREET | NORTHAMPTON | MA | 01060 | PC | GENERAL OPERATING | $3,000 | |
| ORION SOCIETY | |||||||
| 187 MAIN STREET | GREAT BARRINGTON | MA | 02130 | PC | SUPPORT FOR THE ORION MAGAZINE | $1,500 | |
| PASCOMMUCK CONSERVACTION TRUST | |||||||
| PO BOX 806 | EASTHAMPTON | MA | 01027 | PC | GENERAL OPERATING | $1,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | PC | GENERAL OPERATING | $1,000 | |
| PLANNED PARENTHOOD INTERNATIONAL | |||||||
| 1290 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10104 | PC | INTERNATIONAL PLANNED PARENTHOOD FEDERATIONWESTERN HEMISPHERE REGION | $1,000 | FLOOR |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | PC | FOR LOCATIONS IN WESTERN MASSACHUSETTS | $1,000 | |
| POPULATION CONNECTION | |||||||
| PO BOX 97129 | WASHINGTON | DC | 20090 | PC | UNRESTRICTED | $1,000 | |
| RAINFOREST ACTION NETWORK | |||||||
| 425 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94108 | PC | GENERAL SUPPORT | $2,500 | |
| SOCIETY OF SAINT JOHN THE EVANGELIST | |||||||
| 980 MEMORIAL DRIVE | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING FUND | $2,500 | |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | GENERAL SUPPORT | $2,000 | |
| THE SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | PC | DESIGNATED TO WESTERN MA WORK | $2,000 | |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| PO BOX 90774 | SPRINGFIELD | MA | 01139 | PC | GARDENING THE COMMUNITY | $5,000 | |
| TOXICS ACTION CENTER INC | |||||||
| 294 WASHINGTON STREET 500 | BOSTON | MA | 02108 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| TRUSTEES OF THE RESERVATIONS | |||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | PC | WORK IN WESTERN MASSACHUSETTS | $2,000 | |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | PC | GENERAL SUPPORT | $1,500 | |
| UNITED NATIONAL INDIAN TRIBAL YOUTH INC | |||||||
| 935 E JAUNITA AVE SUITE C | MESA | AZ | 85204 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| UNITED WAY OF HAMPSHIRE COUNTY | |||||||
| 71 KING STREET | NORTHAMPTON | MA | 01061 | PC | GENERAL OPERATING | $2,500 | |
| UNITED WAY OF PIONEER VALLEY INC | |||||||
| 1441 MAIN STREET SUITE 147 | SPRINGFIELD | MA | 01103 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| WILD EARTH SOCIETY INC | |||||||
| 329 W PIERPONT AVENUE SUITE 300 | SALT LAKE CITY | UT | 84101 | PC | WILDLANDS NETWORK DESIGNATED FOR EASTERN USA | $2,000 | |
| WORLD STEWARDSHIP INSTITUTE | |||||||
| PO BOX 7348 | SANTA ROSA | CA | 95407 | PC | THE NATIONAL RELIGIOUS COALITION ON CREATION CARE | $2,000 | |
| WORLD WILDLIFE FUND INC | |||||||
| PO BOX 97180 | WASHINGTON | DC | 200907180 | PC | GENERAL SUPPORT | $2,000 | |
| CITIZEN'S CLIMATE EDUCATION CORP | |||||||
| 1330 ORANGE AVENUE 309 | CORONADO | CA | 92118 | PC | ENVIRONMENTAL | $2,500 | |
| PROSPERITY CATALYST INC | |||||||
| PO BOX 5542 | BEVERLY | MA | 01915 | PC | GENERAL OPERATING FUND | $1,000 | |
| SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP INC | |||||||
| 649 STATE STREET | SPRINGFIELD | MA | 01109 | PC | GENERAL OPERATING | $5,000 | |
| SUNRISE MOVEMENT EDUCATION FUND | |||||||
| 50 F STREET NW SUITE 800 | WASHINGTON | DC | 20001 | PC | GENERAL OEPERATING | $3,000 | |
| SUSTAINABLE MARKETS FOUNDATION | |||||||
| 45 WEST 36th STREET 6th FLOOR | NEW YORK | NY | 100187635 | PC | THIRD ACT | $2,000 | |
| CONWAY SCHOOL OF LANDSCAPE DESIGN | |||||||
| 88 VILLAGE HILL ROAD | NORTHAMPTON | MA | 01060 | PC | UNRESTRICTED, PLEDGE 1 OF 3-YEAR PLEDGE | $5,000 | |
| ST JOHN'S EPISCOPICAL CHURCH | |||||||
| 469 MAIN STREET PO BOX 253 | ASHFIELD | MA | 01330 | PC | ST JOHN'S THIRD CENTURY FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,415 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONWAY SCHOOL OF LANDSCAPE DESIGN | |||||||
| 88 VILLAGE HILL ROAD | NORTHAMPTON | MA | 01060 | GENERAL OPERATING | PC | PLEDGED GIFTS | $10,000 |
| ST JOHN'S EPISCOPICAL CHURCH | |||||||
| 469 MAIN STREET PO BOX 253 | ASHFIELD | MA | 01330 | PC | PLEDGES FOR ST JOHN'S THIRD CENTURY FUND | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,651 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,008 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,008 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | Robert Jonas | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Market Street Suite 274A | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $49,915 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 316 shs Apple, Inc stock | NoncashPropertyDesc |
| Fair Market Value | $49,915 | FairMarketValueAmt |
| Received | 2022-04-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHERBURNE & DAHL, LTD | CategoryTxt |
| Amt | $12,909 | Amt |
| Net Investment Income | $6,455 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,454 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & FIXED INCOME FUNDS - SCHEDULE AVAIL UPON REQUEST | BondNm |
| EOY Book Value | $660,315 | EOYBookValueAmt |
| EOYFMV | $555,673 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK & EQUITY FUNDS - SCHED AVAIL UPON REQUEST | StockNm |
| EOY Book Value | $561,054 | EOYBookValueAmt |
| EOYFMV | $878,689 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grant commitments increase in 2022 (Included in Future grants payable) | Desc |
| Amt | $20,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OF MN FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grants previously accrued and paid in 2022 | Desc |
| Amt | $100,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US BANK MANAGEMENT FEES | CategoryTxt |
| Amt | $7,176 | Amt |
| Net Investment Income | $7,176 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT JONAS | |||
| 109 OLANDER DRIVE | NORTHAMPTON | MA | 01060 |
| MARGARET BULLITT JONAS | |||
| 109 OLANDER DRIVE | NORTHAMPTON | MA | 01060 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $720 | $720 | $0 | $0 |
| FEDERAL EXCISE TAXES PAID | $7,339 | $0 | $0 | $0 |
Comments