BAME FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BAME FOUNDATION (EIN 27-4159707)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-08
- IRS object ID
- 202302519349100715
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-08T13:46:20-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920370318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDPATH AND COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4810 WHITE BEAR PARKWAY | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | 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 | 274159707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAME FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAME | BusinessNameControlTxt |
| Phone | 7634171200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MENDELSSOHN AVE NORTH | AddressLine1Txt |
| City | GOLDEN VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55427 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS BAME | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7634171200 | PhoneNum |
| Signature | 2023-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRIS | PersonFirstNm |
| Person Last | BAME | 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 | ASHLEY REHN CPA | PreparerPersonNm |
| PTIN | P00965922 | PTIN |
| Phone | 6514267000 | PhoneNum |
| Preparation | 2023-08-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,355,523 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,132,864 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,104 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,104 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,178,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,327 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,080 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,040 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $867 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $617 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111,219 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $122,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $907,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $907,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,030,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,020,366 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $148,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $116,021 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $223,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $223,841 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $979,273 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,044,931 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $939,646 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $200,808 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $175,753 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $192,036 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,296,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,444,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,355,523 | 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 | $1,296,102 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,444,525 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,296,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,444,525 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,296,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,444,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,296,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $148,168 | ExcessRevenueOverExpensesAmt |
| Other Increases | $255 | OtherIncreasesAmt |
| Subtotal | $1,444,525 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,444,525 | 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 | $69,041 | $77,703 | -$8,662 | -$8,662 | |
| CAPITAL GAINS DIVIDENDS | $26,766 | $26,766 | $26,766 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,104 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $499 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $499 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $656 | 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 | $656 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $157 | OverpaymentAmt |
| Applied To ES Tax | $157 | 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 | JOHN POWELL | IndividualWithBooksNm |
| Phone | 6126366472 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5641 27TH AVE S | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55417 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN N BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARNA BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | TREASURER | 0.00 | $0 | $0 | $0 |
| MARISSA BAME SCHERMER | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LUCAS C BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALICIA C BAME-ANDERSON | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NATASHA C BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JASON BAME-ANDERSON | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER SCHERMER | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DANIELLE N BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COORDINATE, PACK, AND SEND OVER 1,300 CARE PACKAGES FOR SOLDIERS SERVING OVERSEAS. BOXES CONTAIN TOILETRIES, SNACKS, GAMES, AND LETTERS OF ENCOURAGEMENT FROM CHILDREN. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | FUNDING BRIGHT SCIENTISTS TO FIND A CURE FOR CHILDHOOD CANCER AND SUPPORTING PEDIATRIC CANCER PATIENTS AND THEIR FAMILIES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $881,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $565,151 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,447,108 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,447,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,425,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $499 | TotalTaxAmt |
| Distributable Before Adj | $70,771 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,771 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,771 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,020,366 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,020,366 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,771 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $761,526 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $737,452 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $584,580 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $768,623 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $748,928 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,601,109 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,020,366 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,771 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $949,595 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,550,704 | 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 | $761,526 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,789,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $737,452 | ExcessFromYear4Amt |
| Excess From Year3 | $584,580 | ExcessFromYear3Amt |
| Excess From Year2 | $768,623 | ExcessFromYear2Amt |
| Excess From Year1 | $748,928 | ExcessFromYear1Amt |
| Excess From Current Year | $949,595 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3G FOOD PANTRY | |||||||
| 200 BROWN ST | RUNNELLS | IA | 50237 | NONE | PC | CHARITABLE GIFT | $2,500 |
| A NIGHT TO REMEMBER PROM | |||||||
| 4962 KAMA LN NE | ALBERTVILLE | MN | 55301 | NONE | PC | CHARITABLE GIFT | $2,500 |
| ACE IN THE CITY | |||||||
| PO BOX 7497 | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE GIFT | $1,000 |
| AGATE HOUSING AND SERVICES | |||||||
| 2309 NICOLLET AVENUE | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE GIFT | $100 |
| AIRO PACK USA | |||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | NONE | PC | CHARITABLE GIFT | $1,880 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 7900 W 78TH ST 100 | MINNEAPOLIS | MN | 55439 | NONE | PC | CHARITABLE GIFT | $3,740 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | CHARITABLE GIFT | $100 |
| AMERICAN RED CROSS | |||||||
| 1201 WEST RIVER PKWY | MINNEAPOLIS | MN | 55454 | NONE | PC | CHARITABLE GIFT | $1,300 |
| ANGEL FOUNDATION | |||||||
| 1155 CENTRE POINTE DR 7 | MENDOTA HEIGHTS | MN | 55120 | NONE | PC | CHARITABLE GIFT | $20,090 |
| ANIMAL HUMANE SOCIETY | |||||||
| 845 MEADOW LANE NORTH | GOLDEN VALLEY | MN | 55422 | NONE | PC | CHARITABLE GIFT | $100 |
| AUTISM SOCIETY OF MINNESOTA | |||||||
| 2380 WYCLIFF ST 102 | ST PAUL | MN | 55114 | NONE | PC | CHARITABLE GIFT | $15,148 |
| BECKER YOUTH ASSOCIATION | |||||||
| PO BOX 85 | BECKER | MN | 55308 | NONE | PC | CHARITABLE GIFT | $780 |
| BIG BROTHERS BIG SISTERS TWIN CITIES | |||||||
| 3110 WASHINGTON AVENUE N | MINNEAPOLIS | MN | 554111649 | NONE | PC | CHARITABLE GIFT | $100 |
| BK5K YOUTH FUND | |||||||
| 2001 THEURER BLVD | WINONA | MN | 55987 | NONE | PC | CHARITABLE GIFT | $1,000 |
| BOBBY & STEVE'S YOUTH FOUNDATION | |||||||
| 4445 W 77TH ST 240 | EDINA | MN | 55435 | NONE | PC | CHARITABLE GIFT | $4,000 |
| BOYS & GIRLS CLUBS OF SHREVEPORT | |||||||
| 2821 GREENWOOD RD | SHREVEPORT | LA | 71109 | NONE | PC | CHARITABLE GIFT | $2,500 |
| BREAKAWAY INC | |||||||
| 1911 PARK AVES | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE GIFT | $31,820 |
| CALDWELL VENTURES | |||||||
| PO BOX 22 | EAU CLAIRE | WI | 54702 | NONE | PC | CHARITABLE GIFT | $230 |
| CAMP HERTKO HOLLOW | |||||||
| 4200 UNIVERSITY AVE 320 | WEST DES MOINES | IA | 50266 | NONE | PC | CHARITABLE GIFT | $41,500 |
| CAMP HOMETOWN HEROES | |||||||
| 100 BADGER CIRCLE | GRAFTON | WI | 53024 | NONE | PC | CHARITABLE GIFT | $2,500 |
| CAMP MARANNOOK | |||||||
| PO BOX 581 | LAFAYETTE | AL | 36862 | NONE | PC | CHARITABLE GIFT | $2,500 |
| CAMP SHAMINEAU | |||||||
| PO BOX 244 | MOTLEY | MN | 56466 | NONE | PC | CHARITABLE GIFT | $1,300 |
| CAN DO CANINES | |||||||
| 9440 SCIENCE CENTER DR | NEW HOPE | MN | 55428 | NONE | PC | CHARITABLE GIFT | $100 |
| CHILDREN'S CANCER RESEARCH FUND | |||||||
| 7301 OHMS LN 355 | MINNEAPOLIS | MN | 55439 | NONE | PC | CHARITABLE GIFT | $44,062 |
| CHILDREN'S MINNEAPOLIS HOSPITAL | |||||||
| 5901 LINCOLN DR | EDINA | MN | 55436 | NONE | PC | CHARITABLE GIFT | $100 |
| CHILDREN'S MIRACLE NETWORK WISCONSIN | |||||||
| 611 ST JOSEPH AVE | MARSHFIELD | WI | 54449 | NONE | PC | CHARITABLE GIFT | $5,200 |
| CHILDREN'S SURGERY INTERNATIONAL | |||||||
| 825 NICOLLET MALL 706 | MINNEAPOLIS | MN | 55401 | NONE | PC | CHARITABLE GIFT | $5,100 |
| COBORN'S CANCER RESEARCH FUND | |||||||
| 1900 CENTRACARE CIRCLE 1600 | ST CLOUD | MN | 56303 | NONE | PC | CHARITABLE GIFT | $1,040 |
| COLLIER COMMUNITY FOUNDATION | |||||||
| 1110 PINE RIDGE ROAD SUITE 200 | NAPLES | FL | 34108 | NONE | PC | CHARITABLE GIFT | $100,000 |
| COMO FRIENDS | |||||||
| 1225 ESTABROOK DR | ST PAUL | MN | 55103 | NONE | PC | CHARITABLE GIFT | $5,000 |
| CONFIDENCE LEARNING CENTER | |||||||
| 1620 MARY FAWCETT MEMORIAL DR | E GULL LAKE | MN | 56401 | NONE | PC | CHARITABLE GIFT | $2,500 |
| CROSS | |||||||
| 12915 WEINAND CIRCLE | ROGERS | MN | 55374 | NONE | PC | CHARITABLE GIFT | $1,040 |
| DAKOTA COUNTY TECHNICAL COLLEGE | |||||||
| 1300 145TH ST E | ROSEMOUNT | MN | 55068 | NONE | PC | CHARITABLE GIFT | $500 |
| DINOMIGHTS | |||||||
| 3400 PARK AVE S | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE GIFT | $1,300 |
| DON HALL MEMORIAL FUND | |||||||
| 7905 RANIER LN N | MAPLE GROVE | MN | 55311 | NONE | PC | CHARITABLE GIFT | $1,500 |
| DRIVE FOR LIFE FOUNDATION | |||||||
| 4201 STADIUM DR | KALAMAZOO | MI | 49008 | NONE | PC | CHARITABLE GIFT | $2,540 |
| DUCKS UNLIMITED INC | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | CHARITABLE GIFT | $104,500 |
| EAGLE BROOK CHURCH | |||||||
| 7015 20TH AVE | CENTERVILLE | MN | 55038 | NONE | PC | CHARITABLE GIFT | $5,000 |
| ENGAGE YOUR DESTINY | |||||||
| 2930 NATCHEZ AVE S | ST LOUIS PARK | MN | 55416 | NONE | PC | CHARITABLE GIFT | $8,032 |
| EPILEPSY FOUNDATION OF MN | |||||||
| 1600 UNIVERSITY AVE W 300 | ST PAUL | MN | 55104 | NONE | PC | CHARITABLE GIFT | $100 |
| EVIDENCE ACTION | |||||||
| 1133 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE GIFT | $100 |
| FAMILYMEANS | |||||||
| 1875 NORTHWESTERN AVE S | STILLWATER | MN | 55082 | NONE | PC | CHARITABLE GIFT | $100 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | NONE | PC | CHARITABLE GIFT | $13,442 |
| FEEDING OUR COMMUNITY PARTNERS | |||||||
| 2120 HOWARD DR W F | NORTH MANKATO | MN | 56003 | NONE | PC | CHARITABLE GIFT | $8,250 |
| FISHING FOR LIFE | |||||||
| PO BOX 19320 | MINNEAPOLIS | MN | 55419 | NONE | PC | CHARITABLE GIFT | $7,025 |
| FOUNDATION FOR ESSENTIAL NEEDS | |||||||
| 701 NORTH 3RD ST 203 | MINNEAPOLIS | MN | 55401 | NONE | PC | CHARITABLE GIFT | $15,000 |
| GUARDIAN ANGELS | |||||||
| 508 FREEPORT AVE A | ELK RIVER | MN | 55330 | NONE | PC | CHARITABLE GIFT | $100 |
| HARRY SLIMMER SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 167 | ALBERTVILLE | MN | 55301 | NONE | PC | CHARITABLE GIFT | $5,000 |
| HEARTLAND TIRE FOUNDATION | |||||||
| 6885 139TH LN NW 100 | RAMSEY | MN | 55303 | NONE | PC | CHARITABLE GIFT | $1,000 |
| HIPPY FEET | |||||||
| 610 9TH ST SE 104 | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE GIFT | $13,000 |
| HOMETOWN HEROES | |||||||
| 1000 BADGER CIRCLE | GRAFTON | WI | 53024 | NONE | PC | CHARITABLE GIFT | $5,000 |
| HOPE 4 YOUTH | |||||||
| 2665 4TH AVE N | ANOKA | MN | 55303 | NONE | PC | CHARITABLE GIFT | $1,410 |
| HUDSON FIRE CO NO1 INC | |||||||
| 2121 WARD AVE | HUDSON | WI | 54016 | NONE | PC | CHARITABLE GIFT | $1,040 |
| HUGO GOOD NEIGHBORS FOOD SHELF | |||||||
| 15106 FRANCESCA AVE N | HUGO | MN | 55038 | NONE | PC | CHARITABLE GIFT | $2,500 |
| HUMANE SOCIETY NWLA | |||||||
| 2544 LINWOOD AVE | SHREVEPORT | LA | 71103 | NONE | PC | CHARITABLE GIFT | $480 |
| HUMANE SOCIETY OF WI - RACINE CHAPTER | |||||||
| 1733 90TH ST | STURTEVANT | WI | 53177 | NONE | PC | CHARITABLE GIFT | $900 |
| HUMOR TO FIGHT THE TUMOR | |||||||
| 8550 W BRYN MAWR AVE 550 | CHICAGO | IL | 60631 | NONE | PC | CHARITABLE GIFT | $7,500 |
| I-94W CHAMBER OF COMMERCE | |||||||
| 21310 JOHN MILLESS DR C | ROGERS | MN | 55374 | NONE | PC | CHARITABLE GIFT | $1,500 |
| JORDAN AREA FOOD SHELF | |||||||
| 312 WATER ST | JORDAN | MN | 55352 | NONE | PC | CHARITABLE GIFT | $100 |
| JUVENILE DIABETES RESEARCH FUND | |||||||
| 3001 METRO DR 100 | BLOOMINGTON | MN | 55425 | NONE | PC | CHARITABLE GIFT | $500 |
| JUNIOR ACHIEVEMENT OF TWIN CITIES | |||||||
| 1745 UNIVERSITY AVE W | ST PAUL | MN | 55104 | NONE | PC | CHARITABLE GIFT | $25,000 |
| KIDS IN NEED FOUNDATION | |||||||
| 2719 PATTON RD | ROSEVILLE | MN | 55113 | NONE | PC | CHARITABLE GIFT | $23,525 |
| KORTNIS PATH | |||||||
| PO BOX 13 | CARLOS | MN | 56319 | NONE | PC | CHARITABLE GIFT | $2,600 |
| THE LIFT GARAGE | |||||||
| 2401 E LAKE ST | MINNEAPOLIS | MN | 55406 | NONE | PC | CHARITABLE GIFT | $10,325 |
| LIVING WORD BIBLE CAMP | |||||||
| 36186 BAKER RD | GRAND RAPIDS | MN | 55744 | NONE | PC | CHARITABLE GIFT | $2,500 |
| LIVING CHRIST EARLY LEARNING CENTER | |||||||
| 820 LAKE DR | CHANHASSEN | MN | 55317 | NONE | PC | CHARITABLE GIFT | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DR | RYE BROOK | NY | 10573 | NONE | PC | CHARITABLE GIFT | $28,000 |
| LOVE CONQUERS VIOLENCE | |||||||
| 7685 URBANDALE LN N | MAPLE GROVE | MN | 55311 | NONE | PC | CHARITABLE GIFT | $100 |
| M HEALTH FAIRVIEW MASONIC CHILDREN'S HOSPITAL | |||||||
| 2450 RIVERSIDE AVE | MINNEAPOLIS | MN | 55454 | NONE | PC | CHARITABLE GIFT | $5,500 |
| MANSFIELD CARES INC | |||||||
| 1025 AIRPORT PARKWAY SW | GAINESVILLE | GA | 30501 | NONE | PC | CHARITABLE GIFT | $5,000 |
| MAPLE GROVE YOUTH FOOTBALL ASSOCIATION | |||||||
| PO BOX 2062 | MAPLE GROVE | MN | 55311 | NONE | PC | CHARITABLE GIFT | $160 |
| MATTER | |||||||
| 7005 OXFORD ST | ST LOUIS PARK | MN | 55426 | NONE | PC | CHARITABLE GIFT | $29,220 |
| MIDWEST ANIMAL RESCUE & SERVICES | |||||||
| PO BOX 290073 | BROOKLYN PARK | MN | 55429 | NONE | PC | CHARITABLE GIFT | $2,600 |
| MILWAUKEE BASEBALL CLUB | |||||||
| 5039 S 35TH ST | GREENFIELD | WI | 53221 | NONE | PC | CHARITABLE GIFT | $2,500 |
| MINNEAPOLIS FOUNDATION | |||||||
| 800 IDS CENTER 80 S 8TH STREET | MINNEAPOLIS | MN | 55402 | NONE | PC | CHARITABLE GIFT | $2,500 |
| MINNESOTA TEEN CHALLENGE | |||||||
| 740 E 24TH ST | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE GIFT | $100 |
| MN OVARIAN CANCER ALLIANCE INC | |||||||
| 4604 CHICAGO AVE | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE GIFT | $100 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 1615 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | NONE | PC | CHARITABLE GIFT | $100 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 200 12TH AVENUE SOUTH | MINNEAPOLIS | MN | 55415 | NONE | PC | CHARITABLE GIFT | $12,300 |
| NEMA FOUNDATION | |||||||
| 1859 NORTHGATE BLVD | SARASOTA | FL | 34234 | NONE | PC | CHARITABLE GIFT | $25,000 |
| NER | |||||||
| 2539 E COUNTY RD E | WHITE BEAR LAKE | MN | 55110 | NONE | PC | CHARITABLE GIFT | $1,456 |
| ORONO CRIME PREVENTION FUND | |||||||
| PO BOX 348 | ST BONIFACIUS | MN | 55375 | NONE | PC | CHARITABLE GIFT | $8,500 |
| ORONO FOUNDATION FOR EDUCATION | |||||||
| 1850 WAYZATA BLVD | LONG LAKE | MN | 55356 | NONE | PC | CHARITABLE GIFT | $7,500 |
| ORONO ICE ARENA | |||||||
| 1025 OLD CRYSTAL BAY RD N | LONG LAKE | MN | 55356 | NONE | PC | CHARITABLE GIFT | $22,000 |
| PILLARS HOMELESS SHELTER | |||||||
| 400 N DIVISION ST | APPLETON | MN | 54911 | NONE | PC | CHARITABLE GIFT | $1,050 |
| PRAIRIE CITY MONROE HIGH SCHOOL | |||||||
| 400 EAST HWY 163 | MONROE | IA | 50107 | NONE | PC | CHARITABLE GIFT | $2,500 |
| PROJECT ECHELON | |||||||
| N9W27151 WOODRIDGE LN | WAUKESHA | WI | 53188 | NONE | PC | CHARITABLE GIFT | $1,000 |
| PROJECT GOT YOUR BACK | |||||||
| 1650 WEST 82ND ST 850 | MINNEAPOLIS | MN | 55431 | NONE | PC | CHARITABLE GIFT | $3,060 |
| PROVISION BRIDGE | |||||||
| PO BOX 157 | TALLULAH FALLS | GA | 30573 | NONE | PC | CHARITABLE GIFT | $52,200 |
| RACHEL FOUNDATION | |||||||
| 4180 NAPIER COURT NE | ST MICHAE | MN | 55376 | NONE | PF | CHARITABLE GIFT | $2,000 |
| RAINBOW HOUSE - CHILDREN'S RESOURCE | |||||||
| PO BOX 1239 | WARNER ROBBINS | GA | 31099 | NONE | PC | CHARITABLE GIFT | $100 |
| RAINFOREST FOUNDATION US | |||||||
| PO BOX 26908 | BROOKLYN | NY | 11202 | NONE | PC | CHARITABLE GIFT | $100 |
| RESOLUTE | |||||||
| 455 OAK CREEK DR S | VADNAIS HEIGHTS | MN | 55127 | NONE | PC | CHARITABLE GIFT | $4,250 |
| RIDGEVIEW FOUNDATION | |||||||
| 490 SOUTH MAPLE ST 110 | WACONIA | MN | 55387 | NONE | PC | CHARITABLE GIFT | $12,000 |
| RIVERS OF HOPE | |||||||
| 517 PINE ST | MONTICELLO | MN | 55362 | NONE | PC | CHARITABLE GIFT | $600 |
| ROBBINSDALE SPANISH IMMERSION SCHOOL PTO | |||||||
| 8808 MEDICINE LAKE RD | NEW HOPE | MN | 55427 | NONE | PC | CHARITABLE GIFT | $260 |
| ROCKFORD VETERANS MEMORIAL | |||||||
| PO BOX 279 | ROCKFORD | MN | 55373 | NONE | PC | CHARITABLE GIFT | $5,200 |
| ROGERS YOUTH LACROSSE | |||||||
| 21173 GOLDENROD LN | ROGERS | MN | 55374 | NONE | PC | CHARITABLE GIFT | $1,040 |
| RONALD MCDONALD HOUSE - UPPER MIDWEST | |||||||
| 818 FULLON ST SE | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE GIFT | $100 |
| RUFF START RESCUE | |||||||
| PO BOX 129 | PRINCETON | MN | 55371 | NONE | PC | CHARITABLE GIFT | $100 |
| SAVING SHEPERDS OF MN | |||||||
| 1942 LEXINGTON AVE N | ROSEVILLE | MN | 55113 | NONE | PC | CHARITABLE GIFT | $100 |
| SECOND HAND HOUNDS | |||||||
| 5959 BAKER ROAD SUITE 390 | MINNETONKA | MN | 55345 | NONE | PC | CHARITABLE GIFT | $100 |
| SEMPER FI FUND | |||||||
| WOUNDED WARRIOR CENTER | CAMP PENDELTON | CA | 92055 | NONE | PC | CHARITABLE GIFT | $100 |
| SEPO ZAMBIA INC | |||||||
| 1776 GRABER ST | OSHKOSH | WI | 54901 | NONE | PC | CHARITABLE GIFT | $5,000 |
| SHREVEPORT GREEN | |||||||
| 3625 SOUTHERN AVENUE | SHREVEPORT | LA | 71104 | NONE | PC | CHARITABLE GIFT | $2,500 |
| SHRINERS CHILDREN'S HOSPITAL SHREVEPORT | |||||||
| 3100 SAMFORD AVE | SHREVEPORT | LA | 71003 | NONE | PC | CHARITABLE GIFT | $100 |
| SOCIAL VENTURE PARTNERS OF MN | |||||||
| 14451 HIGHWAY 7 | MINNETONKA | MN | 55345 | NONE | PC | CHARITABLE GIFT | $1,000 |
| SOJOURNER FAMILY PEACE CENTER | |||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 53212 | NONE | PC | CHARITABLE GIFT | $780 |
| SOUTH EAST METRO SHARKES SWIM CLUB | |||||||
| PO BOX 251243 | WOODBURY | MN | 55125 | NONE | PC | CHARITABLE GIFT | $1,300 |
| SPARK-Y | |||||||
| 4432 CHICAGO AVENUE S | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE GIFT | $680 |
| ST CROIX ALANO | |||||||
| 208 3RD ST S | STILLWATER | MN | 55082 | NONE | PC | CHARITABLE GIFT | $7,800 |
| ST CROIX VALLEY RIDERS | |||||||
| 3712 73RD ST E | INVER GROVE HEIGHTS | MN | 55076 | NONE | PC | CHARITABLE GIFT | $1,500 |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | |||||||
| 5353 WAYZATA BLVD 500 | ST LOUIS PARK | MN | 55416 | NONE | PC | CHARITABLE GIFT | $9,510 |
| ST MARY'S CATHOLIC SCHOOLS | |||||||
| 1050 ZEPHYR DR | NEENAH | WI | 54956 | NONE | PC | CHARITABLE GIFT | $2,500 |
| ST MATTHEWS HOUSE | |||||||
| 2001 AIRPORT RD S | NAPLES | FL | 34112 | NONE | PC | CHARITABLE GIFT | $1,000 |
| ST STEPHEN'S CHATHOLIC SCHOOL | |||||||
| 506 JACKSON ST | ANOKA | MN | 55303 | NONE | PC | CHARITABLE GIFT | $200 |
| STEM SUPPLIES | |||||||
| 2525 LEMOND ST | OWATONNA | MN | 55060 | NONE | PC | CHARITABLE GIFT | $685 |
| STMA KNIGHTS DANCE TEAM BOOSTER | |||||||
| PO BOX 98 | ALBERTVILLE | MN | 55301 | NONE | PC | CHARITABLE GIFT | $240 |
| STRUTHERS PARKINSON'S CENTER | |||||||
| 6701 COUNTRY CLUB DR | GOLDEN VALLEY | MN | 55427 | NONE | PC | CHARITABLE GIFT | $300 |
| TEEN CHALLENGE OF THE MIDLANDS | |||||||
| 900 N LEAGUE RD | COLFAX | IA | 50054 | NONE | PC | CHARITABLE GIFT | $13,500 |
| TEF | |||||||
| 1 E MAIN ST 300 | MADISON | WI | 53703 | NONE | PC | CHARITABLE GIFT | $500 |
| THE BAIL PROJECT | |||||||
| PO BOX 102592 | PASADENA | CA | 91189 | NONE | PC | CHARITABLE GIFT | $2,080 |
| THE BANYAN FOUNDATION | |||||||
| 2529 13TH AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE GIFT | $5,252 |
| THE INSTITUTE FOR BASIC AND APPLIED RESEARCH IN SURGERY | |||||||
| 2095 DANIELS STREET SUITE 74 | LONG LAKE | MN | 55356 | NONE | PC | CHARITABLE GIFT | $500 |
| THE LEADER INSTITUTE | |||||||
| 1804 OWENS COURT 120 | MANSFIELD | TX | 76063 | NONE | PC | CHARITABLE GIFT | $6,945 |
| THE MACC FUND | |||||||
| 10000 W INNOVATION DR 135 | MILWAUKEE | WI | 53226 | NONE | PC | CHARITABLE GIFT | $8,020 |
| THE RANCH TEAMMATES FOR LIFE | |||||||
| PO BOX 16597 | DULUTH | MN | 55816 | NONE | PC | CHARITABLE GIFT | $500 |
| TOOLSIDCOM | |||||||
| 8 CORPORATE DR | CRANBURY | CT | 08512 | NONE | PC | CHARITABLE GIFT | $181 |
| TRACY AREA ANIMAL RESCUE | |||||||
| 4 CHERYL AVE | STAYTON | MN | 56172 | NONE | PC | CHARITABLE GIFT | $550 |
| TRIPLE H MINIATURE HORSE RESCUE | |||||||
| 4747 2ND AVE | MANDAN | ND | 58554 | NONE | PC | CHARITABLE GIFT | $1,560 |
| VENTURE | |||||||
| 511 E TRAVELERS TRAIN | BURNSVILLE | MN | 55337 | NONE | PC | CHARITABLE GIFT | $3,309 |
| WASHBURN CENTER FOR CHILDREN | |||||||
| 1100 GLENWOOD AVE | MINNEAPOLIS | MN | 55405 | NONE | PC | CHARITABLE GIFT | $2,000 |
| WILDERNESS INQUIRY INC | |||||||
| 807 14TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE GIFT | $6,000 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | NONE | PC | CHARITABLE GIFT | $100 |
| WISCONSIN AUTOMOTIVE & TRUCK EDUCATION ASSOCIATION | |||||||
| 617 FOREST ST | WAUSAU | WI | 55403 | NONE | PC | CHARITABLE GIFT | $1,100 |
| YOUTH FRONTIERS | |||||||
| 6009 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55416 | NONE | PC | CHARITABLE GIFT | $7,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD 300 | JACKSONVILLE | FL | 32256 | NONE | PC | CHARITABLE GIFT | $1,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $907,357 | 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 | $61 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,104 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,327 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,327 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ACOUSTICAL SURFACES INC | ||||||
| 1 | 123 COLUMBIA COURT N | CHASKA | MN | 55318 | $22,250 | Yes (X) |
| LUBRICATION TECHNOLOGIES INC | ||||||
| 2 | 900 MENDELSSOHN AVENUE NORTH | GOLDEN VALLEY | MN | 55427 | $842,509 | Yes (X) |
| CLAM CORPORATION | ||||||
| 3 | 12135 BROCKTON LN N | ROGERS | MN | 55369 | $42,252 | Yes (X) |
| CHRISTIAN BAME | ||||||
| 4 | 9200 10TH AVE N | GOLDEN VALLEY | MN | 55427 | $17,250 | Yes (X) |
| OAKFISH FOUNDATION | ||||||
| 5 | 5810 150TH ST SE | PRIOR LAKE | MN | 55372 | $11,752 | Yes (X) |
| QUALITY FORKLIFT SALES & SERVICE INC | ||||||
| 6 | 587 CITATION DR | SHAKOPEE | MN | 55379 | $8,333 | Yes (X) |
| JACOB BARKLEY | ||||||
| 7 | 3640 BAYSIDE RD | ORONO | MN | 55356 | $7,583 | Yes (X) |
| BRIDGEWATER BANK | ||||||
| 8 | 3800 AMERICAN BLVD W 100 | BLOOMINGTON | MN | 55431 | $12,000 | Yes (X) |
| DAVID FOSTER | ||||||
| 9 | 220 GLENBROOK RD N | WAYZATA | MN | 55391 | $5,137 | Yes (X) |
| POLARIS | ||||||
| 10 | 2100 HWY 55 | MEDINA | MN | 55340 | $15,000 | Yes (X) |
| SCANNELL | ||||||
| 11 | 294 GROVE LN E | WAYZATA | MN | 55391 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMBAC FINL GROUP INC COM NEW | $4,560 | $5,232 |
| AQUABOUNTY TECHNOLOGIES INC | $11,800 | $1,528 |
| CANFOR CORP CAD | $4,297 | $4,752 |
| CISCO SYSTEMS INC | $5,474 | $11,910 |
| DEVON ENERGY CORP NEW | $31,913 | $30,755 |
| JPM INVEST GRWTH FD - CL I | $382,065 | $361,342 |
| JEFFERIES FINL GROUP, INC | $19,054 | $23,996 |
| SEARS HOLDINGS CORP | $4,124 | $0 |
| SUPERIOR INDUS INTL | $19,550 | $4,220 |
| SWEETGREEN INC | $14,209 | $8,570 |
| TIDEWATER INC NEW COM | $22,190 | $40,535 |
| WEYERHAEUSER CO | $14,760 | $15,500 |
| FIDELITY 500 INDEX-INST PRM | $145,266 | $126,483 |
| FINANCIAL SELECT SECTOR SPDR | $4,714 | $4,378 |
| INDUSTRIAL SELECT SECT SPDR | $5,030 | $4,812 |
| SIX CIRCLE MGD EQ US UNCON | $193,475 | $157,107 |
| ISHARES CORE S&P MIDCAP ETF | $8,303 | $8,466 |
| FIDELITY INTL INDX-INST PRM | $14,135 | $11,556 |
| JP MORGAN BETABUILDERS CANADA | $15,299 | $13,520 |
| SIX CIRCLE MGD EQ INTL UNCON | $88,786 | $75,907 |
| JP MORGAN BETABUILDERS EUROPE ETF | $4,997 | $4,026 |
| JP MORGAN BETABUILDERS JAPAN ETF | $19,954 | $15,850 |
| JPM BTABLDRS DEV ASIA X-JPN | $10,976 | $9,201 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST EAGLE GLOBAL FUNDS CLASS I | AT COST | $35,558 | $37,355 |
| FPA CRESCENT FUND | AT COST | $42,390 | $42,583 |
| JP MORGAN LARGE CAP GROWTH FUND CLASS I | AT COST | $22,270 | $26,323 |
| OAKMARK FUND CLASS I | AT COST | $29,081 | $42,607 |
| OAKMARK INTL FUND CLAS I | AT COST | $46,454 | $43,168 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,347 | $0 | $1,347 |
| TROOP CARE PACKAGE SUPPLIES & POSTAGE | $68,112 | $0 | $68,112 |
| DUES AND SUBSCRIPTIONS | $620 | $0 | $620 |
| MISCELLANEOUS | $4,423 | $0 | $4,423 |
| BOARD MEETING | $11,125 | $0 | $11,125 |
| PROGRAM MATERIALS | $18,508 | $0 | $18,508 |
| EVENT COSTS | $7,084 | $0 | $7,084 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $255 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $7,040 | $7,040 | $0 |
| PROFESSIONAL FEES | $40 | $0 | $40 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $250 | $0 | $0 |
| FOREIGN TAX | $617 | $617 | $0 |
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