TANKENOFF FAMILIES FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TANKENOFF FAMILIES FOUNDATION (EIN 41-1905115)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202331329349101753
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T09:22:07-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 411905115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANKENOFF FAMILIES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TANK | BusinessNameControlTxt |
| Phone | 6123710123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2424 KENNEDY STREET NE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT TANKENOFF | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6123710123 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | TANKENOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | ALYSON SCHALL | PreparerPersonNm |
| PTIN | P01663669 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2023-05-09 | 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 | $17,034,717 | 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 |
| Dividends Rev And Expnss | $229,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $226,631 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $699,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,792 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $283,640 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $280,423 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,048 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,024 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,024 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,671 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $813 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $988 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $163 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $825 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,569 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,849 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $607,881 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $607,881 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $697,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $609,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$413,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,752 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,564,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,628,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,628,356 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,794,367 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,316,779 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,406,361 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,358,945 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,945,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,034,717 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,358,945 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,945,135 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,358,945 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,945,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,358,945 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,945,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,358,945 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$413,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,945,135 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,945,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $699,897 | $646,123 | $53,774 | $53,774 | |
| CAPITAL GAINS DIVIDENDS | $18 | $18 | $18 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,792 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,291 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,291 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,291 | 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 | $2,709 | OverpaymentAmt |
| Applied To ES Tax | $2,709 | 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 | 0 | 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 | SCOTT TANKENOFF | IndividualWithBooksNm |
| Phone | 6123710123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2424 KENNEDY STREET NE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| GARY L TANKENOFF | ||||||||
| 2424 KENNEDY STREET NE | MINNEAPOLIS | MN | 55413 | CHAIRMAN/PRESIDENT | 0.00 | $0 | $0 | $0 |
| SCOTT M TANKENOFF | ||||||||
| 2424 KENNEDY STREET NE | MINNEAPOLIS | MN | 55413 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LEODA SWANSON | ||||||||
| 2424 KENNEDY STREET NE | MINNEAPOLIS | MN | 55413 | TREASURER | 0.00 | $0 | $0 | $0 |
| MARSHA J TANKENOFF | ||||||||
| 2424 KENNEDY STREET NE | MINNEAPOLIS | MN | 55413 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| HELENE TANKENOFF | ||||||||
| 2424 KENNEDY STREET NE | MINNEAPOLIS | MN | 55413 | SECRETARY | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,194,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,201,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,396,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,396,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,120,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $906,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $906,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,291 | TotalTaxAmt |
| Distributable Before Adj | $902,740 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $902,740 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $902,740 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $609,730 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $609,730 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $902,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $25,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $91,633 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $609,730 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $609,730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $91,633 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $91,633 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $201,377 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADATH JESHURUN CONGREGATION | |||||||
| 10500 HILLSIDE LN | MINNETONKA | MN | 55305 | NONE | PC | CHARITABLE | $2,098 |
| ANIMAL HUMANE SOCIETY | |||||||
| 845 MEADOW LN N | GOLDEN VALLEY | MN | 55422 | NONE | PC | CHARITABLE | $2,000 |
| ANTI-DEFAMATION LEAGUE FOUNDATION | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PC | CHARITABLE | $1,000 |
| APPETITE FOR CHANGE | |||||||
| 1200 WEST BROADWAY AVENUE 250 | MINNEAPOLIS | MN | 55411 | NONE | PC | CHARITABLE | $5,000 |
| CARINGBRIDGE | |||||||
| 1715 YANKEE DOODLE RD SUITE 301 | EAGAN | MN | 55121 | NONE | PC | CHARITABLE | $2,000 |
| ROHR CHABAD HOUSE AT THE UNIVERSITY OF WISCONSIN INC | |||||||
| 223 W GILMAN ST | MADISON | WI | 53703 | NONE | PC | CHARITABLE | $2,500 |
| CHILDREN'S CANCER RESEARCH FUND | |||||||
| 7301 OHMS LANE SUITE 460 | MINNEAPOLIS | MN | 55439 | NONE | PC | CHARITABLE | $5,000 |
| CHILDREN'S HEARTLINK | |||||||
| 5075 ARCADIA AVE | EDINA | MN | 55436 | NONE | PC | CHARITABLE | $500 |
| CRESCENT COVE | |||||||
| 3440 BELTLINE BLVD 207 | ST LOUIS PARK | MN | 55416 | NONE | PC | CHARITABLE | $7,500 |
| EAST SIDE NEIGHBORHOOD SERVICES | |||||||
| 1700 2ND ST NE | MINNEAPOLIS | MN | 55413 | NONE | PC | CHARITABLE | $5,000 |
| EDINA COMMUNITY FOUNDATION | |||||||
| 5280 GRANDVIEW SQUARE | EDINA | MN | 55424 | NONE | PC | CHARITABLE | $1,500 |
| EDINA CRIME PREVENTION FUND (EDINA COMMUNITY FOUNDATION) | |||||||
| 4801 W 50TH STREET | EDINA | MN | 55424 | NONE | PC | CHARITABLE | $500 |
| EDINA ROTARY FOUNDATION | |||||||
| 5418 CREEK VIEW LANE | EDINA | MN | 55439 | NONE | PC | CHARITABLE | $2,500 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 1 BRIAR RD | GOLF | IL | 60029 | NONE | PC | CHARITABLE | $250 |
| FACING OUR RISK OF CANCER EMPOWERED | |||||||
| 16057 TAMPA PALMS BLVD W PMB 373 | TAMPA | FL | 33647 | NONE | PC | CHARITABLE | $2,000 |
| GEMILUS CHESED ZICHRON SHLOMO (GCZS) | |||||||
| 2835 SALEM AVE | ST LOUIS PARK | MN | 55416 | NONE | PC | CHARITABLE | $600 |
| GILDAS CLUB TWIN CITIES | |||||||
| 10560 WAYZATA BLVD | MINNEAPOLIS | MN | 55305 | NONE | PC | CHARITABLE | $5,000 |
| GUTHRIE THEATER | |||||||
| 818 S 2ND ST | MINNEAPOLIS | MN | 55415 | NONE | PC | CHARITABLE | $1,500 |
| HENNEPIN THEATRE TRUST | |||||||
| 615 HENNEPIN AVE 140 | MINNEAPOLIS | MN | 55403 | NONE | PC | CHARITABLE | $1,000 |
| INTERACT CENTER FOR THE VISUAL AND PERFORMING ARTS | |||||||
| 1860 MINNEHAHA AVE WEST | SAINT PAUL | MN | 55104 | NONE | PC | CHARITABLE | $7,000 |
| JEWFOLK MEDIA INC | |||||||
| 4330 CEDAR LAKE ROAD S | ST LOUIS PARK | MN | 55416 | NONE | PC | CHARITABLE | $5,000 |
| JEWISH COMMUNITY CENTER OF ST PAUL | |||||||
| 1375 ST PAUL AVENUE | ST PAUL | MN | 55116 | NONE | PC | CHARITABLE | $7,500 |
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||
| 12 NORTH 12TH ST SUITE 480 | MINNEAPOLIS | MN | 55403 | NONE | PC | CHARITABLE | $55,000 |
| JEWISH FAMILY & CHILDREN'S SERVICES OF MN | |||||||
| 13100 WAYZATA BLVD | MINNETONKA | MN | 55305 | NONE | PC | CHARITABLE | $70,000 |
| JEWISH HOUSING & PROGRAMMING (J-HAP) | |||||||
| 9280 GOLDEN VALLEY RD | GOLDEN VALLEY | MN | 55427 | NONE | PC | CHARITABLE | $10,000 |
| LAND BANK TWIN CITIES INC | |||||||
| 2401 LOWRY AVE NE STE 206 | MINNEAPOLIS | MN | 55418 | NONE | PC | CHARITABLE | $25,000 |
| LOAVES AND FISHES TOO | |||||||
| 721 KASOTA AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE | $5,000 |
| LOFT LITERACY CENTER | |||||||
| 1011 S WASHINGTON AVE | MINNEAPOLIS | MN | 55415 | NONE | PC | CHARITABLE | $12,000 |
| LOGAN NEIGHBORHOOD ASSOCIATION | |||||||
| 1330 VAN BUREN STREET NE | MINNEAPOLIS | MN | 55413 | NONE | PC | CHARITABLE | $1,500 |
| MARCY HOLMES NEIGHBORHOOD ASSOCIATION | |||||||
| 500 8TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE | $750 |
| MEMORIAL BLOOD CENTERS | |||||||
| 737 PELHAM BLVD | ST PAUL | MN | 55114 | NONE | PC | CHARITABLE | $1,500 |
| MINNEAPOLIS INSTITUTE OF ARTS | |||||||
| 2400 3RD AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE | $275 |
| MINNEAPOLIS JEWISH FEDERATION | |||||||
| 13100 WAYZATA BLVD SUITE 200 | MINNETONKA | MN | 55305 | NONE | PC | CHARITABLE | $100,000 |
| MINNESOTA BROWNFIELDS | |||||||
| 2801 21ST AVE S SUITE 100 | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE | $1,500 |
| MINNESOTA COUNCIL ON FOUNDATIONS | |||||||
| 800 WASHINGTON AVE N SUITE 703 | MINNEAPOLIS | MN | 55401 | NONE | PC | CHARITABLE | $2,750 |
| MINNESOTA HILLEL FOUNDATION | |||||||
| 1521 UNIVERSITY AVENUE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE | $17,500 |
| MINNESOTA ORCHESTRAL ASSOCIATION | |||||||
| 1111 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | NONE | PC | CHARITABLE | $2,750 |
| MINNESOTA OVARIAN CANCER ALLIANCE | |||||||
| 4604 CHICAGO AVE S | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE | $1,000 |
| MINNPOST | |||||||
| 900 6TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE | $10,000 |
| MOUNT SINAI COMMUNITY FOUNDATION | |||||||
| 13100 WAYZATA BLVD SUITE 200 | MINNETONKA | MN | 55305 | NONE | PC | CHARITABLE | $200 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 475 RIVERSIDE DRIVE SUITE 1901 | NEW YORK | NY | 10115 | NONE | PC | CHARITABLE | $1,000 |
| NECHAMA | |||||||
| 12219 NICOLLET AVE | BURNSVILLE | MN | 55337 | NONE | PC | CHARITABLE | $1,008 |
| NORTHEAST MINNEAPOLIS ARTS ASSOCIATION | |||||||
| 2205 CALIFORNIA ST NE STE 118 | MINNEAPOLIS | MN | 55418 | NONE | PC | CHARITABLE | $10,000 |
| PACER CENTER | |||||||
| 8161 NORMANDALE BLVD | MINNEAPOLIS | MN | 55437 | NONE | PC | CHARITABLE | $2,750 |
| PHILLIPS EYE INSTITUTE FOUNDATION | |||||||
| 2215 PARK AVE SUITE 202 | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE | $2,000 |
| PLANNED PARENTHOOD OF MINNESOTA | |||||||
| 1200 LAGOON AVE | MINNEAPOLIS | MN | 55408 | NONE | PC | CHARITABLE | $14,500 |
| PRAIRIECARE FUND | |||||||
| 5500 94TH AVE N | MINNEAPOLIS | MN | 55443 | NONE | PC | CHARITABLE | $5,000 |
| RESOURCE WEST | |||||||
| 1011 FIRST STREET S SUITE 109 | HOPKINS | MN | 55343 | NONE | PC | CHARITABLE | $3,000 |
| SABES JCC OF MINNEAPOLIS | |||||||
| 4330 CEDAR LAKE RD S | MINNEAPOLIS | MN | 55416 | NONE | PC | CHARITABLE | $17,000 |
| SECOND HARVEST HEARTLAND | |||||||
| 6325 SANDBURG RD 1700 | GOLDEN VALLEY | MN | 55427 | NONE | PC | CHARITABLE | $15,000 |
| SIMPSON HOUSING SERVICES | |||||||
| 160 GLENWOOD AVENUE | MINNEAPOLIS | MN | 55405 | NONE | PC | CHARITABLE | $5,000 |
| SOJOURNER PROJECT INC | |||||||
| BOX 272 | HOPKINS | MN | 55343 | NONE | PC | CHARITABLE | $7,500 |
| SPRINGBOARD FOR THE ARTS | |||||||
| 262 UNIVERSITY AVE W | SAINT PAUL | MN | 55103 | NONE | PC | CHARITABLE | $4,000 |
| SUSAN G KOMEN FOR THE CURE | |||||||
| 960 SOUTHDALE CENTER | EDINA | MN | 55435 | NONE | PC | CHARITABLE | $1,000 |
| TEMPLE ISRAEL | |||||||
| 2324 EMERSON AVE S | MINNEAPOLIS | MN | 55405 | NONE | PC | CHARITABLE | $9,800 |
| THE CAMDEN PROMISE | |||||||
| 4656 COLFAX AVE N | MINNEAPOLIS | MN | 55412 | NONE | PC | CHARITABLE | $5,000 |
| TWIN CITIES RISE | |||||||
| 1301 BRYANT AVE N | MINNEAPOLIS | MN | 55411 | NONE | PC | CHARITABLE | $5,000 |
| UNIVERSITY OF ST THOMAS | |||||||
| PO BOX 64947 | ST PAUL | MN | 55164 | NONE | PC | CHARITABLE | $5,100 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| US BANK LOCKBOX BOX 78807 | MILWAUKEE | WI | 53278 | NONE | PC | CHARITABLE | $250 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | NONE | PC | CHARITABLE | $26,500 |
| VOLUNTEERS ENLISTED TO HELP PEOPLE (VEAP) | |||||||
| 9600 ALDRICH AVE S | MINNEAPOLIS | MN | 55420 | NONE | PC | CHARITABLE | $7,000 |
| WALKER ART CENTER | |||||||
| 1750 HENNEPIN AVE | MINNEAPOLIS | MN | 55403 | NONE | PC | CHARITABLE | $750 |
| WASHBURN CENTER FOR CHIDLREN | |||||||
| 2430 NICOLLET AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE | $3,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | CHARITABLE | $10,000 |
| BLOOMER HISTORICAL SOCIETY | |||||||
| PO BOX 877 | CHIPPEWA FALLS | WI | 54729 | NONE | PC | CHARITABLE | $500 |
| COMMUNITY EMERGENCY ASSISTANCE PROGRAMS | |||||||
| 7051 BROOKLYN BLVD | BROOKLYN CENTER | MN | 55429 | NONE | PC | CHARITABLE | $10,000 |
| CHRIST LUTHERAN CHURCH | |||||||
| 105 UNIVERSITY AVE W | ST PAUL | MN | 55103 | NONE | PC | CHARITABLE | $150 |
| EDINA CHAMBER OF COMMERCE FOUNDATION | |||||||
| 3300 EDINBOROUGH WAY SUITE 650 | EDINA | MN | 55435 | NONE | PC | CHARITABLE | $3,000 |
| MAKE A WISH WISCONSIN | |||||||
| 11020 WEST PLANK COURT SUITE 200 | WAUWATOSA | WI | 53226 | NONE | PC | CHARITABLE | $500 |
| MANKATO FOUNDATION | |||||||
| 212 E WALNUT ST NO 1 | MANKATO | MN | 56001 | NONE | PC | CHARITABLE | $500 |
| MINNESOTA ACTS NOW | |||||||
| 3978 WEST BROADWAY | ROBBINSDALE | MN | 55422 | NONE | PC | CHARITABLE | $25,000 |
| MINNESOTA LANDSCAPE ARBORETUM | |||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 55318 | NONE | PC | CHARITABLE | $250 |
| MYOSITIS ASSOCIATION | |||||||
| 6950 COLUMBIA GATEWAY DR SUITE 370 | COLUMBIA | MD | 21046 | NONE | PC | CHARITABLE | $50 |
| NORTHERN STAR COUNCIL BSA | |||||||
| 6202 BLOOMINGTON RD | ST PAUL | MN | 55111 | NONE | PC | CHARITABLE | $1,000 |
| NORTHSIDE ACHIEVEMENT ZONE | |||||||
| 1964 N 2ND ST | MINNEAPOLIS | MN | 55411 | NONE | PC | CHARITABLE | $250 |
| PRISM MINNEAPOLIS | |||||||
| 1220 ZANE AVE N | GOLDEN VALLEY | MN | 55422 | NONE | PC | CHARITABLE | $15,650 |
| REVE ACADEMY | |||||||
| 807 BROADWAY ST NE SUITE 160 | MINNEAPOLIS | MN | 55413 | NONE | PC | CHARITABLE | $6,000 |
| RONALD MCDONALD HOUSE | |||||||
| 621 OAK STREET SE | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE | $100 |
| SALVATION ARMY FOOD SHELF | |||||||
| 2445 PRIOR AVE N | ST PAUL | MN | 55113 | NONE | PC | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $607,881 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,848 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,792 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $283,640 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,640 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,048 | Amt |
| Net Investment Income | $1,024 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,024 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MISC INVESTMENTS - DETAIL AVAILABLE UPON REQUEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,316,779 | BookValueAmt |
| EOYFMV | $11,406,361 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $75 | $0 | $75 |
| DUES | $750 | $0 | $750 |
| OTHER DEDUCTIONS - K-1 | $163 | $163 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $41,671 | Amt |
| Net Investment Income | $41,671 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $813 | $813 | $0 |
| EXCISE TAX | $44,049 | $0 | $0 |
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