LENFESTEY FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LENFESTEY FAMILY FOUNDATION INC (EIN 39-1748548)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-22
- IRS object ID
- 202331739349100318
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-22T16:01:02-05:00 | 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 | 1175 LOMBARDI AVENUE SUITE 200 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | 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 | 391748548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENFESTEY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PRIVATE PHILANTHROPY SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENF | BusinessNameControlTxt |
| Phone | 9204367800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 LOMBARDI AVENUE 200 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES LENFESTEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204367800 | PhoneNum |
| Signature | 2023-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | LENFESTEY | 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 | MICHELLE MULLOY | PreparerPersonNm |
| PTIN | P01241748 | PTIN |
| Phone | 9204367800 | PhoneNum |
| Preparation | 2023-06-22 | 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 | $2,615,661 | 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 | $891 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $891 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$191,564 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,109,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$153,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,688 | 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 | $2,697 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,348 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,349 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,304 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,304 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,349 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $254,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,349 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$408,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $392,295 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $734,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $734,565 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,606,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,855,543 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,881,096 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,998,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,590,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,615,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,998,339 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,590,108 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,998,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,590,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,998,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,590,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,998,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$408,231 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,590,108 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,590,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,109,135 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,300,699 | CostOrOtherBasisAmt |
| Gain Or Loss | -$191,564 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$191,564 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$191,564 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $251 | TaxDueAmt |
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 | WI | 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 | JIM LENFESTEY | IndividualWithBooksNm |
| Phone | 6127307435 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1833 GIRARD AVE S | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55403 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES LENFESTEY | ||||||||
| 318 WEST 48TH STREET | MINNEAPOLIS | MN | 55419 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SUSAN LENFESTEY | ||||||||
| 318 WEST 48TH STREET | MINNEAPOLIS | MN | 55419 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DORA LENFESTEY | ||||||||
| 318 WEST 48TH STREET | MINNEAPOLIS | MN | 55419 | VP/SEC | 0.50 | $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 | $2,312,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $626,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,939,290 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,939,290 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,895,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $251 | TotalTaxAmt |
| Distributable Before Adj | $144,509 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,009 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,009 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,349 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $236,349 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,009 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,474 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,349 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,474 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $147,009 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,866 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,866 | 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 | $48,866 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $48,866 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES LENFESTEY | ContributingManagerNm |
| Contributing Manager | SUSAN LENFESTEY | ContributingManagerNm |
| Contributing Manager | DORA LENFESTEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRIVATE PHILANTHROPY SERVICES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 W 48TH ST | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6128251050 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350 ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| ALIGHT | |||||||
| 1325 QUINCY ST NE A1 | MINNEAPOLIS | MN | 55413 | N/A | PC | UKRAINE RELIEF | $5,000 |
| AMP CONCERTS | |||||||
| 1013 VASSAR DR NE | ALBUQUERQUE | NM | 87106 | N/A | PC | WASTE REDUCTION/ GREENING PROGRAM | $2,500 |
| ANDERSON CENTER FOR INTERDISCIPLINARY STUDIES | |||||||
| 163 TOWER VIEW DR PO BOX 406 | RED WING | MN | 55066 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| BLACK MESA TRUST | |||||||
| PO BOX 33 | KYKOTZMOVI | AZ | 86039 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| CENTER FOR PURPOSEFUL LEADERSHIP | |||||||
| 5115 EXCELSIOR BLVD 315 | MINNEAPOLIS | MN | 55416 | N/A | PC | GENERAL OPERATIONS | $500 |
| CITIZENS CLIMATE EDUCATION CORP | |||||||
| 1330 ORANGE AVE SUITE 309 | CORONADO | CA | 92118 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| CLIMATE GENERATION - A WILL STEGER LEGACY | |||||||
| 2801 21ST AVE S SUITE 110 | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| COFFEE HOUSE PRESS | |||||||
| 79 13TH AVE NE SUITE 110 | MINNEAPOLIS | MN | 55413 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| CONGREGATIONS CARING FOR CREATION DBA MINNESOTA INTERFAITH POWER AND LIGHT | |||||||
| 4407 E LAKE ST | MINNEAPOLIS | MN | 55406 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL OPERATIONS | $500 |
| ECONOMIC OPPORTUNITY INSTITUTE | |||||||
| 603 STEWART STREET SUITE 715 | SEATTLE | WA | 98101 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| ERNEST C OBERHOLTZER FOUNDATION | |||||||
| 12697 - NORTH 177TH STREET MARINE | ST CROIX | MN | 55047 | N/A | POF | GENERAL OPERATIONS | $1,000 |
| ESPANOLA HUMANE | |||||||
| 108 HAMM PARKWAY | ESPANOLA | NM | 87532 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON DC | DC | 200906749 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| FLOW FOR LOVE OF WATER | |||||||
| 153 1/2 E FRONT STREET SUITE 203C | TRAVERSE CITY | MI | 49684 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| FLOW FOR LOVE OF WATER | |||||||
| 153 1/2 E FRONT STREET SUITE 203C | TRAVERSE CITY | MI | 49684 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| GHOST RANCH EDUCATION & RETREAT CENTER | |||||||
| 280 PRIVATE DR 1708 | ABIQUIU | NM | 87510 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| GLOBAL MINNESOTA | |||||||
| 1901 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| GLOBAL SYNERGY GROUP | |||||||
| 5775 WAYZATA BLVD SUITE 700 | MINNEAPOLIS | MN | 55416 | N/A | PC | UKRAINE RELIEF | $5,000 |
| GRAYWOLF PRESS | |||||||
| 250 THIRD AVE N SUITE 600 | MINNEAPOLIS | MN | 55401 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| GREAT PLAINS INSTITUTE | |||||||
| 2801 21ST AVE S SUITE 220 | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| GROWTH & JUSTICE | |||||||
| 970 RAYMOND AVE SUITE 201 | ST PAUL | MN | 55114 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| GUTHRIE THEATER FOUNDATION | |||||||
| 818 S SECOND ST | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| HILL & LAKE PRESS INC | |||||||
| 1909 JAMES AVE S | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $500 |
| JANET S MUNT FAMILY ROOM | |||||||
| 20 ALLEN ST | BURLINGTON | VT | 05401 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| KNKX RADIO | |||||||
| 930 BROADWAY | TACOMA | WA | 98402 | N/A | PC | GENERAL OPERATIONS | $500 |
| LEAGUE OF WOMEN VOTERS OF SEATTLE KING COUNTY EDUCATION FUND | |||||||
| 1511 3RD AVE SUITE 900 | SEATTLE | WA | 98101 | N/A | PC | GENERAL OPERATIONS | $7,500 |
| LENSIC PERFORMING ARTS CENTER | |||||||
| 211 W SAN FRANCISCO ST | SANTA FE | NM | 87501 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| LITTLE TRAVERSE CONSERVANCY TRUST | |||||||
| 3264 POWELL ROAD | HARBOR SPRINGS | MI | 49740 | N/A | PC | GENERAL OPERATIONS | $500 |
| MACKINAC ISLAND COMMUNITY FOUNDATION | |||||||
| 1391 HOBAN STREET PO BOX 1933 | MACKINAC ISLAND | MI | 49757 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| MICHILIMACKINAC HISTORICAL SOCIETY | |||||||
| 334 N STATE STREET | ST IGNACE | MI | 49781 | N/A | PC | GENERAL OPERATIONS | $500 |
| MIGIZI COMMUNICATIONS INC | |||||||
| PO BOX 17125 | MINNEAPOLIS | MN | 55417 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| MINNESOTA CENTER FOR BOOK ARTS | |||||||
| 1011 WASHINGTON AVE S SUITE 100 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| MINNESOTA MUSEUM OF AMERICAN ART | |||||||
| 408 ST PETER ST SUITE 419 | ST PAUL | MN | 55102 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | ST PAUL | MN | 55101 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MONARCH JOINT VENTURE | |||||||
| 2161 UNIVERSITY AVE W 200 | ST PAUL | MN | 55114 | N/A | PC | MONARCH BUTTERFLY CONSERVATION | $500 |
| MOVING ARTS ESPANOLA | |||||||
| PO BOX 505 | VERLARDE | NM | 87582 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| NATURE CONSERVANCY | |||||||
| 1101 WEST RIVER PKWY SUITE 200 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| NEW ENGLAND FOUNDATION FOR THE ARTS | |||||||
| 1000 WASHINGTON ST 2ND FLOOR | BOSTON | MA | 02118 | N/A | PC | THE KURBASY BAND'S LVIV REFUGEE SHELTER | $5,000 |
| NORTHSIDE ACHIEVEMENT ZONE | |||||||
| 2123 WEST BROADWAY AVENUE 100 | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| OPEN BOOK | |||||||
| 1011 WASHINGTON AVE S SUITE 200 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| OPEN DOOR FOUNDATION | |||||||
| 3001 BROADWAY ST NE SUITE 640 | MINNEAPOLIS | MN | 55413 | N/A | PC | FOR PUBLICATION OF "A WARBLER'S JOURNEY" | $1,000 |
| PHOENIX ALTERNATIVES INC | |||||||
| 3700 HIGHWAY 61 N SUITE 200 | WHITE BEAR LAKE | MN | 55110 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| PLYMOUTH CHRISTIAN YOUTH CENTER | |||||||
| 2210 OLIVER AVENUE N | MINNEAPOLIS | MN | 55411 | N/A | PC | CAPRI THEATER | $1,000 |
| PLYMOUTH CONGREGATIONAL CHURCH | |||||||
| 1900 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | N/A | PC | GREEN INITIATIVE FUND | $1,000 |
| PLYMOUTH CONGREGATIONAL CHURCH | |||||||
| 1900 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| RAIN TAXI INC | |||||||
| PO BOX 3840 | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| RED DRAGONFLY PRESS | |||||||
| PO BOX 98 NORTHFIELD MN 55057 | NORTHFIELD | MN | 55057 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| RESILIENT CITIES AND COMMUNITIES | |||||||
| 2801 21ST AVE S SUITE 100 | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| SPRINGBOARD FOR THE ARTS | |||||||
| 262 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55103 | N/A | PC | HOLY COW! PRESS | $2,000 |
| SUMMIT ACADEMY OIC | |||||||
| 935 OLSON MEMORIAL HWY | MINNEAPOLIS | MN | 55405 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| TEN THOUSAND THINGS THEATER COMPANY | |||||||
| 3153 36TH AVE S | MINNEAPOLIS | MN | 55406 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE ADVOCATES FOR HUMAN RIGHTS | |||||||
| 330 2ND AVE SOUTH SUITE 800 | MINNEAPOLIS | MN | 55401 | N/A | PC | CAPACITY BUILDING CAMPAIGN | $25,000 |
| THE ADVOCATES FOR HUMAN RIGHTS | |||||||
| 330 2ND AVE SOUTH SUITE 800 | MINNEAPOLIS | MN | 55401 | N/A | PC | FALL 2022 WOMEN'S PROGRAM | $5,000 |
| THE DARROW SCHOOL | |||||||
| 110 DARROW ROAD NEW LEBANON | NEW LEBANON | NY | 12125 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| THE INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| THE LOFT LITERARY CENTER | |||||||
| 1011 WASHINGTON AVE S STE 200 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| THE VOTER PARTICIPATION CENTER | |||||||
| 1707 L ST NW SUITE 950 | WASHINGTON DC | DC | 20036 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| THE WOMAN'S CLUB OF MINNEAPOLIS | |||||||
| 410 OAK GROVE STREET | MINNEAPOLIS | MN | 55403 | N/A | PC | VISIONARIES CAMPAIGN | $20,000 |
| TIWAHE FOUNDATION | |||||||
| 2801 21ST AVE S SUITE 132F | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| TOWN OF ISLESBORO | |||||||
| PO BOX 76 ISLESBORO ME 04848 | ISLESBORO | ME | 04848 | N/A | PC | GRINDLE POINT LIGHT STATION RESTORATION PROJECT | $1,000 |
| TREE TRUST | |||||||
| 2231 EDGEWOOD AVE S | ST LOUIS PARK | MN | 55426 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| TWIN CITIES PUBLIC TELEVISION | |||||||
| 172 4TH ST E | ST PAUL | MN | 55101 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| UKRAINIAN AMERICAN COMMUNITY CENTER | |||||||
| 301 MAIN ST NE | MINNEAPOLIS | MN | 55413 | N/A | PC | UKRAINE HUMANITARIAN AND ARMED FORCES RELIEF | $5,000 |
| UNITED STATES ASSOCIATION FOR UNHCR | |||||||
| 1310 L ST NW STE 450 | WASHINGTON DC | DC | 20005 | N/A | PC | UKRAINE RELIEF | $5,000 |
| VALENCIA ELEMENTARY HOME AND SCHOOL CLUB | |||||||
| PO BOX 2277 | APTOS | CA | 95001 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| VOCALESSENCE | |||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 20001 | N/A | PC | UKRAINE RELIEF | $1,000 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 20001 | N/A | PC | UKRAINE RELIEF | $5,000 |
| XERCES SOCIETY INC | |||||||
| PO BOX 97387 | WASHINGTON DC | DC | 20090 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $891 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,797 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$191,564 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF A CONTRIBUTION PAID IN A PREVIOUS YEAR | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$153,376 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$153,376 | 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 | $2,697 | Amt |
| Net Investment Income | $1,348 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,349 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST | $191,655 | $226,338 |
| ISHARES TRUST CORE S&P MCP ETF | $292,893 | $313,731 |
| ISHARES TRUST RUSSELL 2000 ETF | $253,281 | $235,560 |
| SELECT SECTOR SPDR TRUST SBI INT-INDS EFT | $192,545 | $235,900 |
| VANGUARD ESG INTL STK ETF | $298,205 | $280,383 |
| VANGUARD ESG US STK ETF | $626,964 | $589,184 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $16,269 | $16,269 | $0 |
| BANK FEES | $35 | $35 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF A CONTRIBUTION PAID IN A PREVIOUS YEAR | Desc |
| Revenue And Expenses Per Books | $2,500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,500 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRIVATE PHILANTHROPY SERVICE | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $854 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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