JOE MAUER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: JOE MAUER FOUNDATION (EIN 45-3843417)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-08
IRS object ID: 202331289349102593
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
Other Decreases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-08T11:55:02-07:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	453843417	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JOE MAUER FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JOEM	BusinessNameControlTxt
Phone	9493008035	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	DESGUINCPA 2775 NW 49TH AVE 205 411	AddressLine1Txt
City	OCALA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34482	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSEPH P MAUER	PersonNm
Person Title	President	PersonTitleTxt
Signature	2023-05-08	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOSEPH P	PersonFirstNm
Person Last	MAUER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

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
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

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	$642,584	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$10,405	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$10,405	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$10,405	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$23,441	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$23,441	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$23,441	DividendsAdjNetIncmAmt
Gross Sales Price	$225,000	GrossSalesPriceAmt
Total Rev And Expnss	$33,846	TotalRevAndExpnssAmt
Total Net Invst Incm	$33,846	TotalNetInvstIncmAmt
Total Adj Net Incm	$33,846	TotalAdjNetIncmAmt
Taxes Rev And Expnss	$37	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$37	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$37	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$37	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$37	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$37	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$252,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$252,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$252,037	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$37	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$252,037	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$218,191	ExcessRevenueOverExpensesAmt
Net Investment Income	$33,809	NetInvestmentIncomeAmt
Adjusted Net Income	$33,846	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$941,916	CashBOYAmt
Cash EOY	$153,879	CashEOYAmt
Cash EOYFMV	$153,879	CashEOYFMVAmt
Sav And Temp Cash Invst EOY	$488,705	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$488,705	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$941,916	TotalAssetsBOYAmt
Total Assets EOY	$642,584	TotalAssetsEOYAmt
Total Assets EOYFMV	$642,584	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$941,916	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$642,584	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$941,916	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$642,584	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$941,916	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$642,584	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$941,916	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$218,191	ExcessRevenueOverExpensesAmt
Subtotal	$723,725	SubtotalAmt
Other Decreases	$81,141	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$642,584	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	VARIOUS MORGAN STANLEY #134466	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2021-12-01	AcquiredDt
Sold	2022-12-31	SoldDt
Gross Sales Price	$225,000	GrossSalesPriceAmt
Cost Or Other Basis	$225,000	CostOrOtherBasisAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$470	InvestmentIncomeExciseTaxAmt
Subtotal	$470	SubtotalAmt
Tax Based On Investment Income	$470	TaxBasedOnInvestmentIncomeAmt
Tax Due	$470	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

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	FL	OrgReportOrRegisterStateCd
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	CYNTHIA M DESGUINCPA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9493008035	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2775 NW 49TH AVENUE 205-411	AddressLine1Txt
City	OCALA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34482	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
JOSEPH P MAUER
8300 NORMAN CENTER DRIVE 1150	BLOOMINGTON	MN	55437	President	5.00	$0
MADELINE A MAUER
8300 NORMAN CENTER DRIVE 1150	BLOOMINGTON	MN	55437	Vice President	2.00	$0
CYNTHIA M DESGUIN
2775 NW 100TH AVENUE 205-411	OCALA	FL	34482	Treasurer	2.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$855,788	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$855,788	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$855,788	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$12,837	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$842,951	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$42,148	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$42,148	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$470	TaxBasedOnInvestmentIncomeAmt
Total Tax	$470	TotalTaxAmt
Distributable Before Adj	$41,678	DistributableBeforeAdjAmt
Distributable Before Ded	$41,678	DistributableBeforeDedAmt
Distributable As Adjusted	$41,678	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$252,037	ExpensesAndContributionsAmt
Qualifying Distributions	$252,037	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$41,678	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$21,346	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$27,200	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$7,514	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$18,428	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$54,105	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$128,593	TotalExcessDistributionCyovAmt
Qualifying Distributions	$252,037	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$41,678	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$210,359	RemainingDistriFromCorpusAmt
Total Corpus	$338,952	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$21,346	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$317,606	ExcessDistriCyovToNextYrAmt
Excess From Year4	$27,200	ExcessFromYear4Amt
Excess From Year3	$7,514	ExcessFromYear3Amt
Excess From Year2	$18,428	ExcessFromYear2Amt
Excess From Year1	$54,105	ExcessFromYear1Amt
Excess From Current Year	$210,359	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JOSEPH P MAUER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CRESCENT COVE
4201 58TH AVE N	BROOKLYN CENTER	MN	55429	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
HIGHLAND FRIENDSHIP CLUB
161 ST ANTHONY AVE	ST PAUL	MN	55103	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
NATIVITY OF OUR LORD CHURCH SCHOOL
1938 STANFORD AVE	ST PAUL	MN	55105	NONE	PC	GENERAL OPERATING SUPPORT	$207,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$252,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$10,405	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$23,441	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$33,846	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$33,846	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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	NET UNREALIZED ADJUSTMENT ON INVESTMENTS	Desc
Amt	$81,141	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Amt	$37	Amt
Net Investment Income	$37	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$37	DisbursementsCharitablePrpsAmt

JOE MAUER FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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