CARLSON FAMILY LIGHTSHIELD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARLSON FAMILY LIGHTSHIELD FOUNDATION (EIN 83-4534853)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-06
- IRS object ID
- 202322799349100107
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-06T08:44:57-05:00 | 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 | 834534853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON FAMILY LIGHTSHIELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 7632847063 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11591 217TH AVE NW | AddressLine1Txt |
| City | ELK RIVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55330 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER D CARLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7632847063 | PhoneNum |
| Signature | 2023-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | CARLSON | 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 | 2023-09-11 | 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 | $4,355,186 | 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 | $7,650 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $457 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $457 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,326 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,326 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $952,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,014 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,447 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,797 | 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 | $7,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,557 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,557 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,890 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,890 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $340,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,997 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$279,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,525 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $762,744 | CashBOYAmt |
| Cash EOY | $424,664 | CashEOYAmt |
| Cash EOYFMV | $424,664 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,723,392 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,930,522 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,930,522 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,486,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,355,186 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,355,186 | 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 | $5,486,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,355,186 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,486,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,355,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,486,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,355,186 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,486,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$279,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,206,586 | SubtotalAmt |
| Other Decreases | $851,400 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,355,186 | 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 | $952,413 | GrossSalesPriceAmt |
| Cost Or Other Basis | $945,399 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,014 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,014 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,014 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $800 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $800 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $800 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,612 | 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 | $9,612 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,812 | OverpaymentAmt |
| Applied To ES Tax | $8,812 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS CARLSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7632847063 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11591 217TH AVE NW | AddressLine1Txt |
| City | ELK RIVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55330 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER D CARLSON | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBRA L CARLSON | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | VICE PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAYLOR G SCHROER | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW C CARLSON | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | SECRETARY & DIRECTOR | 1.00 | $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 | $4,041,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $621,237 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,662,657 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,662,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,592,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $800 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $800 | TotalTaxAmt |
| Distributable Before Adj | $228,836 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $228,836 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $228,836 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $344,725 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,836 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $218,713 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $255,216 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $473,929 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $344,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $228,836 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $115,889 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $589,818 | 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 | $589,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $218,713 | ExcessFromYear2Amt |
| Excess From Year1 | $255,216 | ExcessFromYear1Amt |
| Excess From Current Year | $115,889 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER D CARLSON | ContributingManagerNm |
| Contributing Manager | DEBRA L CARLSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAME FOUNDATION | |||||||
| 900 MENDELSSOHN AVE N | GOLDEN VALLEY | MN | 55427 | NONE | PF | GENERAL SUPPORT | $500 |
| BIG LAKE COMMUNITY FOOD SHELF | |||||||
| PO BOX 501 160 LAKE ST NORTH | BIG LAKE | MN | 55309 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CAER FOOD SHELF AKA COMMUNITY AID ELK RIVER | |||||||
| 12621 ELK LAKE ROAD NW | ELK RIVER | MN | 55330 | NONE | PC | KIDZ KITZ | $25,000 |
| GATEWAY CHURCH | |||||||
| 13913 185TH AVE NW | ELK RIVER | MN | 55330 | NONE | PC | GENERAL SUPPORT | $200,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 84129 | NONE | PC | GENERAL SUPPORT | $15,000 |
| MN ADULT TEEN CHALLENGE | |||||||
| 740 EAST 24TH STREET | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL SUPPORT, COVID RELIEF & LAKESIDE ENTRY ARCH SUPPORT | $30,000 |
| THUMBS UP HIGH | |||||||
| PO BOX 478 | ELK RIVER | MN | 55330 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ANNIE RILEY | |||||||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 | NONE | I | FINANCIAL NEED GRANT | $1,000 |
| MALVIG FAMILY | |||||||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 | NONE | I | FINANCIAL NEED GRANT | $500 |
| THOM OTT MEMORIAL | |||||||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 | NONE | I | FINANCIAL NEED GRANT | $200 |
| JESSE HOOPER | |||||||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 | NONE | I | FINANCIAL NEED GRANT | $200 |
| ANGEL FOUNDATION-GRACE BECK | |||||||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 | NONE | I | FINANCIAL NEED GRANT | $1,000 |
| OAK HILLS FELLOWSHIP INC | |||||||
| PO BOX 478 | WARROAD | MN | 56763 | NONE | PC | ALL NATIONS NEW LIFE CENTER | $27,500 |
| ABBA CORPORATION AKA ELEVIER WOMEN'S CENTER | |||||||
| 19022 FREEPORT ST NW SUITE E | ELK RIVER | MN | 55330 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SURVIVAL PAC | |||||||
| 2580 183RD AVE NW | OAK GROVE | MN | 55011 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TRUE HOPE | |||||||
| 505 UNDERWOOD LANE NW | ST MICHAEL | MN | 55376 | NONE | PC | UKRAINE MISSIONS | $1,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SNOWMOBILE HALL OF FAME | |||||||
| PO BOX 720 | ST GERMAIN | WI | 54558 | NONE | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN LEGION | |||||||
| 525 RAILROAD DR NW | ELK RIVER | MN | 55330 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ANGLE INLET ELEMENTARY | |||||||
| 17606 INLET RD NW | ANGLE INLET | MN | 56711 | NONE | GOV | GENERAL SUPPORT | $500 |
| ACHIEVE SERVICES INC | |||||||
| 1201 89TH AVE NE NO 105 | BLAINE | MN | 55434 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RACHEL FOUNDATION | |||||||
| 4180 NAPIER COURT NE | ST MICHAEL | MN | 55376 | NONE | PF | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $340,900 | 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 | $457 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,326 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,797 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,797 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENVISION COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11591 217TH AVE NW | AddressLine1Txt |
| City | ELK RIVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,650 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,650 | Amt |
| Net Investment Income | $3,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,825 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (206 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| POLARIS INC | $20,200 | $20,200 |
| ADVANCE AUTO PARTS INC | $11,760 | $11,760 |
| AECOM | $31,762 | $31,762 |
| ALEXANDRIA REAL ESTATE | $25,201 | $25,201 |
| AMERICAN WATER WORKS CO INC | $29,112 | $29,112 |
| AMERIPRISE FINANCIAL INC | $17,437 | $17,437 |
| AMETEK INC | $24,870 | $24,870 |
| AVANTOR INC | $17,505 | $17,505 |
| BJS WHSL CLUB HLDGS | $20,179 | $20,179 |
| BOOZ ALLEN HAMILTON HLDG CORP | $29,579 | $29,579 |
| CITIZENS FINANCIAL GROUP INC | $16,575 | $16,575 |
| CURTIS WRIGHT CORP | $27,553 | $27,553 |
| DARDEN RESTAURANTS INC | $19,920 | $19,920 |
| DIAMONDBACK ENERGY INC | $15,866 | $15,866 |
| EPAM SYSTEMS INC | $23,270 | $23,270 |
| FIRST REP BANK | $18,040 | $18,040 |
| FMC CORP NEW | $22,714 | $22,714 |
| FORTINET INC | $17,796 | $17,796 |
| HESS CORP | $25,953 | $25,953 |
| HOULIHAN LOKEY INC | $25,887 | $25,887 |
| INGERSOLL RAND INC | $17,452 | $17,452 |
| JAZZ PHARMACEUTICALS PLC | $25,171 | $25,171 |
| KEYSIGHT TECHNOLOGIES INC COM | $23,950 | $23,950 |
| LABORATORY CORP AMER HLDGS NEW | $24,019 | $24,019 |
| MC CORMICK & CO | $18,153 | $18,153 |
| ON SEMICONDUCTOR CORP | $11,788 | $11,788 |
| PALO ALTO NETWORKS INC | $13,675 | $13,675 |
| PIONEER NAT RES CO | $12,105 | $12,105 |
| RPM INTL INC (DELA) | $26,896 | $26,896 |
| SERVICE CORP INTL | $25,098 | $25,098 |
| TAKE-TWO INTERACTIVE SOFTWARE | $21,451 | $21,451 |
| TELEFLEX INC | $17,474 | $17,474 |
| TIMKEN CO | $12,509 | $12,509 |
| TRADEWEB MARKETS INC | $23,894 | $23,894 |
| TYLER TECHNOLOGIES INC | $20,634 | $20,634 |
| VAIL RESORTS INC | $16,685 | $16,685 |
| VOYA FINL INC COM | $14,881 | $14,881 |
| XCEL ENERGY INC | $23,557 | $23,557 |
| ABBOTT LABS | $25,471 | $25,471 |
| ABBVIE INC COM | $29,090 | $29,090 |
| ACCENTURE PLC IRELAND CL A | $20,279 | $20,279 |
| AMER ELECTRIC POWER CO | $18,705 | $18,705 |
| AMGEN INC | $11,819 | $11,819 |
| ANALOG DEVICES INC | $21,816 | $21,816 |
| AUTOMATIC DATA PROCESSING INC | $11,704 | $11,704 |
| BLACKROCK INC | $15,590 | $15,590 |
| BROADCOM INC | $29,634 | $29,634 |
| CHUBB LTD CHF | $27,134 | $27,134 |
| CISCO SYSTEMS INC | $10,528 | $10,528 |
| COCO COLA CO | $26,780 | $26,780 |
| DIAGEO PLC NEW GB SPON ADR | $18,888 | $18,888 |
| DISCOVER FINANCIAL SERVICES | $8,218 | $8,218 |
| EOG RESOURCES INC | $20,335 | $20,335 |
| EXXON MOBIL CORP | $32,759 | $32,759 |
| HOME DEPOT INC | $21,163 | $21,163 |
| HONEYWELL INTL INC | $20,359 | $20,359 |
| JOHNSON & JOHNSON COM | $39,570 | $39,570 |
| JP MORGAN CHASE & CO | $23,199 | $23,199 |
| LINDE PLC EUR | $24,790 | $24,790 |
| MARSH & MCLENNAN COS INC | $20,023 | $20,023 |
| MCDONALDS CORP | $30,306 | $30,306 |
| MICROSOFT CORP | $73,145 | $73,145 |
| MORGAN STANLEY | $14,198 | $14,198 |
| NEXTERA ENERGY INC COM | $25,498 | $25,498 |
| ORACLE CORP | $26,729 | $26,729 |
| PHILLIPS 66 | $15,196 | $15,196 |
| PROCTER & GAMBLE CO | $26,978 | $26,978 |
| PROLOGIS INC COM | $19,615 | $19,615 |
| RAYTHEON TECHNOLOGIES CORP | $27,349 | $27,349 |
| REPUBLIC SERVICES INC | $12,899 | $12,899 |
| STARBUCKS CORP | $19,840 | $19,840 |
| TEXAS INSTRUMENTS | $22,139 | $22,139 |
| TRUIST FINL CORP | $13,597 | $13,597 |
| UNION PACIFIC CORP | $20,707 | $20,707 |
| UNITED POSTAL SERVICE | $22,599 | $22,599 |
| UNITED HEALTH GROUP | $34,462 | $34,462 |
| ABBOTT LABS | $15,370 | $15,370 |
| ALPHABET INC CL A | $54,703 | $54,703 |
| AMAZON.COM INC | $42,000 | $42,000 |
| AMERICAN TOWER CORP REIT | $15,890 | $15,890 |
| AMERIPRISE FINANCIAL | $12,143 | $12,143 |
| APPLE INC | $47,295 | $47,295 |
| APPLIED MATERIALS INC | $18,015 | $18,015 |
| BOSTON SCIENTIFIC CORP | $21,099 | $21,099 |
| COCO COLA CO | $15,266 | $15,266 |
| COSTCO WHOLESALE CORP | $18,260 | $18,260 |
| DANAHER CORP | $14,598 | $14,598 |
| DOLLAR GEN CORP NEW | $10,835 | $10,835 |
| HOME DEPOT INC | $15,793 | $15,793 |
| HONEYWELL INTL INC | $13,287 | $13,287 |
| INTUITIVE SURGICAL INC | $16,982 | $16,982 |
| LAUDER ESTEE COS CL A | $12,902 | $12,902 |
| LILLY ELI & CO | $17,560 | $17,560 |
| MICROSOFT CORP | $92,091 | $92,091 |
| NIKE INC CL B | $14,743 | $14,743 |
| O'REILLY AUTOMOTIVE INC | $15,193 | $15,193 |
| PALO ALTO NETWORKS INC | $11,024 | $11,024 |
| PARKER HANNIFIN CORP | $9,603 | $9,603 |
| PROCTER & GAMBLE CO | $16,975 | $16,975 |
| ROCKWELL AUTOMATION INC NEW | $7,470 | $7,470 |
| S&P GLOBAL INC | $10,383 | $10,383 |
| SALESFORCE.COM INC | $15,911 | $15,911 |
| SCHLUMBERGER LTD NETHERLANDS | $13,044 | $13,044 |
| SHERWIN WILLIAMS CO | $16,850 | $16,850 |
| TEXAS INSTRUMENTS | $18,174 | $18,174 |
| THERMO FISHER SCIENTIFIC INC | $14,869 | $14,869 |
| TJX COS INC NEW | $18,786 | $18,786 |
| UNION PACIFIC CORP | $14,702 | $14,702 |
| UNITEDHEALTH GROUP INC | $27,569 | $27,569 |
| VISA INC CL A | $31,787 | $31,787 |
| ACUSHNET HLDGS CORP | $35,200 | $35,200 |
| APTARGROUP INC | $8,689 | $8,689 |
| ARTISAN PARTNERS ASSET MGMT INC | $20,760 | $20,760 |
| ASPEN TECHNOLOGY INC DEL | $20,745 | $20,745 |
| ATRION CORP DELA | $10,070 | $10,070 |
| AUTOHOME INC SPON ADR | $13,617 | $13,617 |
| BANCFIRST CORP | $20,193 | $20,193 |
| CLEARWATER ANALYTICS HLDGS INC | $9,994 | $9,994 |
| CORVEL CORP | $29,502 | $29,502 |
| DONALDSON CO INC | $11,833 | $11,833 |
| DRIL - QUIP INC | $9,156 | $9,156 |
| EMCOR GROUP INC | $55,245 | $55,245 |
| FACTSET RESH SYSTEMS INC | $28,085 | $28,085 |
| FIRST HAWAIIAN INC | $35,675 | $35,675 |
| FTI CONSULTING INC | $56,533 | $56,533 |
| GRACO INC | $34,034 | $34,034 |
| HENRY JACK & ASSOC INC | $16,152 | $16,152 |
| LANDSTAR SYSTEMS INC | $36,653 | $36,653 |
| LCI INDUSTRIES | $19,599 | $19,599 |
| MANHATTAN ASSOC INC | $31,928 | $31,928 |
| MOELIS & CO CL A | $25,976 | $25,976 |
| PRICESMART INC | $11,670 | $11,670 |
| PRIMERICA INC | $41,695 | $41,695 |
| RBC BEARINGS INC | $30,984 | $30,984 |
| RIGHTMOVE PLC ADR | $28,660 | $28,660 |
| RLI CORP | $24,022 | $24,022 |
| SIMPSON MANUFACTURING CO INC DELA | $41,138 | $41,138 |
| TELEDYNE TECHNOLOGIES INC | $24,794 | $24,794 |
| TORO CO | $36,450 | $36,450 |
| WATTS WATER TECHNOLOGIES INC CL A | $32,463 | $32,463 |
| ADIDAS AG SPON ADR | $5,350 | $5,350 |
| AIA GROUP LTD SPON ADR | $15,817 | $15,817 |
| AIR LIQUIDE ADR | $7,608 | $7,608 |
| ALLIANZ SE ADR | $14,028 | $14,028 |
| ANGLO AMERN PLC SPON ADR | $10,570 | $10,570 |
| ASML HLDG NV SPON ADR | $19,670 | $19,670 |
| ASSA ABLOY AB ADR | $7,297 | $7,297 |
| ASTRAZENECA PLC SPON ADR | $19,526 | $19,526 |
| ATLAS COPCO AB NEW REPSTG COM | $7,764 | $7,764 |
| AXA ADR | $10,312 | $10,312 |
| BHP GROUP LTD SPON ADR | $20,601 | $20,601 |
| BNP PARIBAS SA ADR | $10,762 | $10,762 |
| BRIDGESTONE CORP LTD ADR | $7,934 | $7,934 |
| CAPGEMINI SE UNSPONSORED ADR | $10,269 | $10,269 |
| CARLSBERG AS SPON ADR | $8,383 | $8,383 |
| COLOPLAST AS SPON ADR | $5,094 | $5,094 |
| DBS GROUP HLDGS LTD SPON ADR | $21,186 | $21,186 |
| DEUTSCHE TELEKOM AG DE SPON | $9,131 | $9,131 |
| DEUTSCHE BOERSE ADR | $8,992 | $8,992 |
| DIAGEO PLC NEW GB SPON ADR | $19,245 | $19,245 |
| FERGUSON PLC SPON ADR | $9,523 | $9,523 |
| GENMAB A/S SPON ADR | $9,324 | $9,324 |
| HDFC BANK LTD ADR REPSTG 3 ORD SHS | $7,183 | $7,183 |
| HONG KONG EXCHANGE & CLEARING | $8,752 | $8,752 |
| HOYA CORP SPON ADR | $12,116 | $12,116 |
| IBERDROLA SA SPON ADR | $13,607 | $13,607 |
| INFINEON TECHNOLOGIES ADR | $6,995 | $6,995 |
| ING GROEP N V NL SPON ADR | $8,324 | $8,324 |
| KBC GROUP NV ADR | $10,327 | $10,327 |
| KERING S A UN SPONSORED ADR | $8,207 | $8,207 |
| KONE OYJ ADR | $6,561 | $6,561 |
| LONDON STK EXCHANGE UNSPONSORED ADR | $8,292 | $8,292 |
| LONZA GROUP AG ADR | $10,433 | $10,433 |
| LOREAL CO ADR FRANCE ADR | $12,753 | $12,753 |
| LVMH MOET HENNESSY LOUIS NEW ADR | $20,137 | $20,137 |
| MAKITA CORP ADR JAPAN ADR | $3,297 | $3,297 |
| MUNICH RE GROUP ADR | $13,638 | $13,638 |
| NESTLE S A SPONSORED ADR | $27,912 | $27,912 |
| NIDEC CORP ADR | $5,172 | $5,172 |
| NIPPON TELEG & TEL CORP SPON | $12,232 | $12,232 |
| NOVO NORDISK ADR DENMARK ADR | $22,872 | $22,872 |
| ORSTED A/S UNSPONSORED ADR | $5,042 | $5,042 |
| PRUDENTIAL PLC ADR UNITED KINGDOM | $9,398 | $9,398 |
| RECRUIT HLDGS CO LTD UN SPONSORED ADR | $5,825 | $5,825 |
| RELX PLC SPON ADR | $10,839 | $10,839 |
| ROCHE HLDG LTD SPONS ADR | $19,575 | $19,575 |
| RWE AG ADR | $11,124 | $11,124 |
| SAFRAN SA ADR | $7,779 | $7,779 |
| SCHNEIDER ELEC SE UNSPONSORED ADR | $9,674 | $9,674 |
| SHELL PLC SPON ADR | $16,117 | $16,117 |
| SHIN ETSU CHEM CO LTD ADR | $11,869 | $11,869 |
| SMC CORP SPON ADR | $9,431 | $9,431 |
| SONY CORP ADR NEW JAPAN ADR | $13,578 | $13,578 |
| STRAUMANN HLDG AG ADR | $6,616 | $6,616 |
| SUMITOMO MITSUI FINANCIAL SPON | $6,424 | $6,424 |
| SVENSKA HANDELBANKEN AB ADR | $9,074 | $9,074 |
| SYMRISE AG ADR | $7,249 | $7,249 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $14,898 | $14,898 |
| TECHTRONIC INDS SPON ADR | $4,888 | $4,888 |
| TOKIO MARINE HOLDINGS INC SPON | $11,315 | $11,315 |
| TOKYO ELECTRON LTD ADR | $11,408 | $11,408 |
| TOTALENERGIES SE SPON ADR | $32,778 | $32,778 |
| VINCI S.A. ADR | $12,540 | $12,540 |
| VOLKSWAGEN AG UNSPONSORED ADR | $5,249 | $5,249 |
| VOLVO AB-A SHS UNSPONSORED ADR | $9,110 | $9,110 |
| WOODSIDE ENERGY GROUP LTD ADR | $5,157 | $5,157 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $851,400 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $27,557 | Amt |
| Net Investment Income | $27,557 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CHRISTOPHER D CARLSON | |||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 |
| DEBRA L CARLSON | |||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,890 | Amt |
| Net Investment Income | $3,890 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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