HARPER FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HARPER FAMILY FOUNDATION (EIN 47-0761456)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-01
IRS object ID
202313059349100826
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-01T14:21:00-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470625816PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ AND COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113616 CALIFORNIA ST STE 300AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP681545336ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470761456EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARPER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARPBusinessNameControlTxt
Phone4025716612PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 241259AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRIS MURPHYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4025716612PhoneNum
Signature2023-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISPersonFirstNm
Person LastMURPHYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN P KENNEYPreparerPersonNm
PTINP00056212PTIN
Phone4024968800PhoneNum
Preparation2023-10-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$196,222,113FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$613,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,102,787DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,102,787DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$308,145NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$68,429,797GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$174,143OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$174,143OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,581,785TotalRevAndExpnssAmt
Total Net Invst Incm$4,276,930TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$64,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$64,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,465LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,465LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,904AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$18,904AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,185,873OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,185,873OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$302,269TaxesRevAndExpnssAmt
Taxes Net Invst Incm$108,641TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$89,411OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$55,470OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,661,922TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,294,514TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$139,839TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,525,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,525,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,186,922TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,294,514TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,664,839TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,394,863ExcessRevenueOverExpensesAmt
Net Investment Income$2,982,416NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,703,306CashBOYAmt
Cash EOY$7,123,524CashEOYAmt
Cash EOYFMV$7,123,524CashEOYFMVAmt
Corporate Bonds BOY$152,601,062CorporateBondsBOYAmt
Corporate Bonds EOY$157,194,940CorporateBondsEOYAmt
Corporate Bonds EOYFMV$177,504,774CorporateBondsEOYFMVAmt
Other Investments BOY$12,276,156OtherInvestmentsBOYAmt
Other Investments EOY$8,983,454OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,593,815OtherInvestmentsEOYFMVAmt
Total Assets BOY$168,580,524TotalAssetsBOYAmt
Total Assets EOY$173,301,918TotalAssetsEOYAmt
Total Assets EOYFMV$196,222,113TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$34,117AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$34,117AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$168,546,407RetainedEarningBOYAmt
Retained Earning EOY$173,267,801RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$168,580,524TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$173,301,918TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$168,580,524TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$173,301,918TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$168,580,524TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,394,863ExcessRevenueOverExpensesAmt
Other Increases$3,326,531OtherIncreasesAmt
Subtotal$173,301,918SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$173,301,918TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAPITAL GAINSP2020-01-012022-12-31$68,373,259$68,737,942-$364,683-$364,683
CAPITAL GAINS DIVIDENDSP$56,538$56,538$56,538
FieldValueIRS element (for citing)
Capital Gain Net Income-$308,145CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$41,456InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$41,456SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$41,456TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$48,278EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$88,278TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$46,822OverpaymentAmt
Applied To ES Tax$46,822AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHRIS MURPHY PRESIDENTIndividualWithBooksNm
Phone4027781312PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 241259AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68124ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR CHARLES MIKE HARPER JR
PO BOX 214259OMAHANE68124TRUSTEE5.00$8,000$0$0
KATHLEEN WENNGATZ
PO BOX 214259OMAHANE68124TRUSTEE1.00$8,000$0$0
CHRIS MURPHY
PO BOX 214259OMAHANE68124TRUSTEE5.00$8,000$0$0
REBECCA WENNGATZ
PO BOX 214259OMAHANE68124TRUSTEE1.00$8,000$0$0
ELIZABETH MURPHY
PO BOX 214259OMAHANE68124TRUSTEE1.00$8,000$0$0
JOHN HERROLD
PO BOX 214259OMAHANE68124TRUSTEE1.00$8,000$0$0
BREGAN HERROLD
PO BOX 214259OMAHANE68124TRUSTEE1.00$8,000$0$0
MARY HARPER
PO BOX 214259OMAHANE68124TRUSTEE1.00$8,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SAGEWORTH
300 S PHILLIPS AVENUE SUITE 204SIOUX FALLSSD57104INVESTMENT MANAGEMENT FEES$505,633
NORTHERN TRUST
PO BOX 803878CHICAGOIL60680INVESTMENT MANAGEMENT FEES$273,857
FARNAM STREET PARTNERS LP
3033 EXCELSIOR BOULEVARD SUITE 300MINNEAPOLISMN55416INVESTMENT MANAGEMENT FEES$200,917
OMAHA COMMUNITY FOUNDATION
3555 FARNAM ST 222OMAHANE68131INVESTMENT MANAGEMENT FEES$52,500
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$193,896,753AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,410,863AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$199,307,616TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$199,307,616AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,989,614CashDeemedCharitableAmt
Net Vl Noncharitable Assets$196,318,002NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,815,900MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,815,900MinimumInvestmentReturnAmt
Tax Based On Investment Income$41,456TaxBasedOnInvestmentIncomeAmt
Income Tax$65,495IncomeTaxAmt
Total Tax$106,951TotalTaxAmt
Distributable Before Adj$9,708,949DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,708,949DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,708,949DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,664,839ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,664,839QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,708,949DistributableAsAdjustedAmt
Undistributed Income PY$40,836UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,664,839QualifyingDistributionsAmt
Applied To Year1$40,836AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,624,003AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$8,084,946UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1OMAHA COMMUNITY FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13555 FARNAM STREET 222AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68131ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERALGrantOrContributionPurposeTxt
Amt$1,525,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,525,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,102,787ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$174,143ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$308,145ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,968,785ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,968,785TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES M HARPER IRREVOCABLE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11913 WESTWOOD COURT SWAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55902ZIPCd
FieldValueIRS element (for citing)
Total Contributions$613,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$18,904Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$18,904DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NORTHERN TRUST$91,021,339$98,140,286
SAGEWORTH$66,173,601$79,364,488

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFARNAM STREET PARTNERSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$8,983,454BookValueAmt
EOYFMV$11,593,815EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,465LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,465DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEETING EXPENSE$51,341$0$51,341
OFFICE EXPENSE$4,129$0$4,129
OTHER DEDUCTIONS - SAGEWORTH$33,941$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTIES$4,053$4,053$4,053
NET RENTAL INCOME-$33,083-$33,083-$33,083
OTHER INCOME$203,173$203,173$203,173

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$3,326,531Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$52,500$52,500$0
INVESTMENT FEES$1,133,373$1,133,373$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$108,641$108,641$0
EXCISE TAXES PAID$145,000$0$0
FEDERAL TAXES PAID$37,748$0$0
STATE TAXES PAID$10,880$0$0

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