FLAHERTY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FLAHERTY FAMILY FOUNDATION (EIN 41-1622611)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349103969
- 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
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T13:37:53-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411683725 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK HUGHES CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 12TH AVENUE SOUTH | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | 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 | 411622611 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLAHERTY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLAH | BusinessNameControlTxt |
| Phone | 9529431404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8345 CRYSTAL VIEW ROAD 200 | AddressLine1Txt |
| City | EDEN PRAIRIE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55344 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY ADAMS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9529431404 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KELLY | PersonFirstNm |
| Person Last | ADAMS | 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) |
|---|---|---|
| PTIN | P01374448 | PTIN |
| Phone | 9529431190 | PhoneNum |
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 | $18,626,702 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,168,064 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $631,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $631,814 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,799,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $631,814 | 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 | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $100,726 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,394,983 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,394,983 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,496,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,394,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $303,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $631,814 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $480,538 | CashBOYAmt |
| Cash EOY | $108,560 | CashEOYAmt |
| Cash EOYFMV | $108,560 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,431,269 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,106,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,518,142 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $18,911,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,215,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,626,702 | 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 | $18,911,807 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,215,426 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,911,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,215,426 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,911,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,215,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,911,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $303,619 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,215,426 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,215,426 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,782 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,782 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,200 | 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 | $10,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,418 | OverpaymentAmt |
| Applied To ES Tax | $1,418 | 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 | FLAHERTYFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY ADAMS BETH FLAHERTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9529431404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8345 CRYSTAL VIEW RD 200 | AddressLine1Txt |
| City | EDEN PRAIRIE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55344 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD F FLAHERTY | ||||||||
| 8345 CRYSTAL VIEW ROAD 200 | EDEN PRAIRIE | MN | 55344 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KELLY D ADAMS | ||||||||
| 8345 CRYSTAL VIEW ROAD 200 | EDEN PRAIRIE | MN | 55344 | SECRETARY | 0.00 | $0 | $0 | $0 |
| BETH FLAHERTY | ||||||||
| 8345 CRYSTAL VIEW ROAD 200 | EDEN PRAIRIE | MN | 55344 | 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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,000,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,000,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,000,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $300,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,700,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $985,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $985,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,782 | TotalTaxAmt |
| Distributable Before Adj | $976,218 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $976,218 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $976,218 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,394,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,394,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $976,218 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,394,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $976,218 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $418,765 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $418,765 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $418,765 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $418,765 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD F FLAHERTY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ARCHBISHOP CURLEY HIGH SCHOOL | |||||
| 3701 SINCLAIR LANE | BALTIMORE | MD | 21213 | SCHOOL TUITION FOR STUDENTS | $66,900 |
| HOPE ACADEMY | |||||
| 2300 CHICAGO AVE S | MINNEAPOLIS | MN | 55401 | SCHOOL TUITION FOR STUDENTS | $5,000 |
| CALVERT HALL COLLEGE HIGH SCHOOL | |||||
| 8102 LASALLE ROAD | BALTIMORE | MD | 21286 | SCHOOL TUITION FOR STUDENTS | $23,480 |
| HILL MURRAY SCHOOL | |||||
| 2625 LARPENTEUR AVE E | MAPLEWOOD | MN | 55109 | SCHOOL TUITION FOR STUDENTS | $36,450 |
| HOLY FAMILY CATHOLIC HIGH SCHOOL | |||||
| 8101 KOCHLA LANE | VICTORIA | MN | 55386 | SCHOOL TUITION FOR STUDENTS | $46,800 |
| BETHLEHEM ACADEMY | |||||
| 15 THIRD AVE SW | FARIBAULT | MN | 55021 | SCHOOL TUITION FOR STUDENTS | $49,168 |
| CONCORDIA ACADEMY | |||||
| 2400 N DALE STREET | ROSEVILLE | MN | 55113 | SCHOOL TUITION FOR STUDENTS | $52,330 |
| MERCY HIGH SCHOOL | |||||
| 1300 E NORTHERN PRKWY | BALTIMORE | MD | 21239 | SCHOOL TUITION FOR STUDENTS | $64,825 |
| MT ST JOSEPH HIGH SCHOOL | |||||
| 4403 FREDERICK AVE | BALTIMORE | MD | 21229 | SCHOOL TUITION FOR STUDENTS | $93,500 |
| VISITATION SCHOOL | |||||
| 2455 VISITATION DRIVE | MENDOTA HEIGHTS | MN | 55122 | SCHOOL TUITION FOR STUDENTS | $40,292 |
| CAMDEN CATHOLIC HIGH SCHOOL | |||||
| 300 CUTHBERT ROAD | CHERRY HILL | NJ | 08002 | SCHOOL TUITION FOR STUDENTS | $29,413 |
| CRETIN-DERHAM HALL | |||||
| 550 SOUTH ALBERT ST | ST PAUL | MN | 55116 | SCHOOL TUITION FOR STUDENTS | $43,210 |
| TRINITY SCHOOL AT RIVER RIDGE | |||||
| 601 RIVER RIDGE PRKWY | EAGAN | MN | 55121 | SCHOOL TUITION FOR STUDENTS | $15,020 |
| ST AGNES CATHOLIC SCHOOL | |||||
| 530 LAFOND AVE | ST PAUL | MN | 55103 | SCHOOL TUITION FOR STUDENTS | $70,000 |
| ACADEMY OF THE HOLY CROSS | |||||
| 4920 STRATHMORE AVE | KENSINGTON | MD | 20895 | SCHOOL TUITION FOR STUDENTS | $57,000 |
| UNIVERSITY OF MARYLAND BALTIMORE CITY | |||||
| 1000 HILLTOP CIRCLE | BALTIMORE | MD | 21250 | SCHOOL TUITION FOR STUDENTS | $15,500 |
| ALDERSON HOSPITALITY HOUSE | |||||
| PO BOX 579 | ALDERSON | WV | 24910 | SCHOOL TUITION FOR STUDENTS | $2,500 |
| CAMPOLO CENTER FOR MINISTRY | |||||
| 300 EAGLE ROAD | ST DAVIDS | PA | 19087 | SCHOOL TUITION FOR STUDENTS | $24,000 |
| BISHOP O'CONNELL HIGH SCHOOL | |||||
| 6600 LITTLE FALLS ROAD | ARLINGTON | VA | 22213 | SCHOOL TUITION FOR STUDENTS | $34,863 |
| URBAN PROMISE | |||||
| PO BOX 1479 | CAMDEN | NJ | 08105 | SCHOOL TUITION FOR STUDENTS | $16,000 |
| ELIZABETH SETON HIGH SCHOOL | |||||
| 5715 EMERSON STREET | BLADENSBURG | MD | 20903 | SCHOOL TUITION FOR STUDENTS | $62,250 |
| CHESTERTON ACADEMY | |||||
| 5300 FRANCE AVENUE SOUTH | EDINA | MN | 55410 | SCHOOL TUITION FOR STUDENTS | $7,749 |
| BISHOP MCNAMARA HIGH SCHOOL | |||||
| 6800 MARLBORO PIKE | DISTRICT HEIGHTS | MD | 20747 | SCHOOL TUITION FOR STUDENTS | $103,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | SCHOOL TUITION FOR STUDENTS | $78,723 |
| WALLIN EDUCATION PARTNERS | |||||
| 8345 CRYSTAL VIEW ROAD | EDEN PRAIRIE | MN | 55344 | SCHOOL TUITION FOR STUDENTS | $23,000 |
| VARIOUS COLLEGE SCHOLARSHIPS | |||||
| 8345 CRYSTAL VIEW ROAD | EDEN PRAIRIE | MN | 55344 | SCHOOL TUITION FOR STUDENTS | $133,900 |
| COLLEGE BOOK SCHOLARSHIPS | |||||
| 8345 CRYSTAL VIEW ROAD | EDEN PRAIRIE | MN | 55344 | SCHOOL TUITION FOR STUDENTS, ETC. | $131,000 |
| ENRICHMENT OPPORTUNITY GRANTS | |||||
| 8345 CRYSTAL VIEW ROAD | EDEN PRAIRIE | MN | 55344 | SCHOOL TUITION FOR STUDENTS, ETC. | $52,416 |
| OTHER MISCELLANEOUS | |||||
| 8345 CRYSTAL VIEW ROAD | EDEN PRAIRIE | MN | 55344 | SCHOOL TUITION FOR STUDENTS, ETC. | $1,800 |
| CAREER EXPLORATION WORKSHOP | |||||
| 8345 CRYSTAL VIEW ROAD | EDEN PRAIRIE | MN | 55344 | SCHOOL TUITION FOR STUDENTS, ETC. | $2,144 |
| SCHOLAR ADVISORY COUNCIL | |||||
| 8345 CRYSTAL VIEW ROAD | EDEN PRAIRIE | MN | 55344 | SCHOOL TUITION FOR STUDENTS, ETC. | $12,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,394,983 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $631,814 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $631,814 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $631,814 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | INCOME FROM INVESTMENTS USED FOR CHARITABLE PURPOSES | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EDWARD FLAHERTY 2012 IRREVOCABLE TRUST | ||||||
| 1 | 8345 CRYSTAL VIEW ROAD 200 | EDEN PRAIRIE | MN | 55344 | $1,100,000 | Yes (X) |
| VARIOUS | ||||||
| 2 | 8345 CRYSTAL VIEW ROAD 200 | EDEN PRAIRIE | MN | 55344 | $23,750 | Yes (X) |
| LEGACY VENTURES | ||||||
| 3 | 8345 CRYSTAL VIEW ROAD 200 | EDEN PRAIRIE | MN | 55344 | $44,314 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SCHOLAR EXPENSE | $89,795 | $0 | $0 | $0 |
| BANK FEES | $75 | $0 | $0 | $0 |
| STATE OF MINNESOTA FILING FEE | $25 | $0 | $0 | $0 |
| FEDERAL EXCISE TAX 2021 | $631 | $0 | $0 | $0 |
| FEDERAL EXCISE TAX 2022 | $10,200 | $0 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD FLAHERTY 2012 IRREVOCABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8345 CRYSTAL VIEW ROAD 200 | AddressLine1Txt |
| City | EDEN PRAIRIE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55344 | ZIPCd |
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