ROCHESTER AREA FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER AREA FOUNDATION (EIN 41-6017740)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349320949
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:32:06-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST FIRST STREET SUITE 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416017740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCH | BusinessNameControlTxt |
| Phone | 5072820203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER WOODFORD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5072820203 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | WOODFORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | JULIE BOYER | PreparerPersonNm |
| PTIN | P01278549 | PTIN |
| Phone | 2187275025 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER WOODFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,308,935 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.ROCHESTERAREA.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | -$4,855 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,167,652 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,165,930 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $449,326 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $352,251 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,118,449 | PYInvestmentIncomeAmt |
| CY Investment Income | -$5,471,824 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$32,008 | PYOtherRevenueAmt |
| CY Other Revenue | -$25,488 | CYOtherRevenueAmt |
| PY Total Revenue | $11,703,419 | PYTotalRevenueAmt |
| CY Total Revenue | $8,020,869 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,021,217 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,221,705 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $463,486 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $455,703 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $282,382 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,030,630 | PYOtherExpensesAmt |
| CY Other Expenses | $1,151,158 | CYOtherExpensesAmt |
| PY Total Expenses | $6,515,333 | PYTotalExpensesAmt |
| CY Total Expenses | $6,828,566 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,188,086 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,192,303 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,116,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,883,774 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,752,240 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,063,097 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,364,481 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,820,677 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,959,661 | ExpenseAmt |
| Grant | $5,221,705 | GrantAmt |
| Revenue | $352,251 | RevenueAmt |
| Desc | GRANTS WERE PROVIDED TO ORGANIZATIONS PROVIDING FREE LEGAL CLINICS, EDUCATIONAL TUTORING AND DATA SHARING SERVICES, CULTURAL SERVICES AND EDUCATION, AND A VARIETY OF OTHER PROGRAMS SERVING COMMUNITY NEEDS | Desc |
| Total Program Service Expenses | $5,959,661 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER WOODFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5072820203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| TONY BENSON | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY EHMKE | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TODD HEATHER | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BETH KREHBIEL | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE PARADISE | |||||||
| TRUSTEE | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ERIN SEXTON | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DON SUPALLA | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE THOMPSON | |||||||
| TRUSTEE (UNTIL DECEMBER 2022) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUDI WILSON | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR KATHRYN LOMBARDO | |||||||
| CHAIR | 6.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LARRY KOSHIRE | |||||||
| 1ST VICE CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARCO WAGEMAN | |||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVE OETH | |||||||
| 2ND VICE CHAIR | 4.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRIS WENDLAND | |||||||
| SECRETARY | 4.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENNIFER WOODFORD | |||||||
| EXECUTIVE DIRECTOR | 30.00 | 12.00 | $108,409 | $36,136 | $8,996 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $108,409 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $36,136 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,996 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $4,632 | FundraisingAmt |
| Related Organizations | $399,881 | RelatedOrganizationsAmt |
| Government Grants | $2,500,152 | GovernmentGrantsAmt |
| All Other Contributions | $10,261,265 | AllOtherContributionsAmt |
| Noncash Contributions | $1,355,529 | NoncashContributionsAmt |
| Total Contributions | $13,165,930 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN FEE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $352,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $352,251 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $352,251 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $775,452 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,122 | UnrelatedBusinessRevenueAmt |
| Exclusion | $766,330 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,302 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $40,790 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$25,488 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,488 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$13,977 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$11,511 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,247,276 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,247,276 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,247,276 | TotalRevenueColumnAmt |
| Exclusion | -$6,247,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,632 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,020,869 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $352,251 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$4,855 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$5,492,457 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,221,705 | TotalAmt |
| Program Services | $5,221,705 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,156 | TotalAmt |
| Program Services | $54,123 | ProgramServicesAmt |
| Management And General | $40,305 | ManagementAndGeneralAmt |
| Fundraising | $20,728 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,977 | TotalAmt |
| Program Services | $126,889 | ProgramServicesAmt |
| Management And General | $94,492 | ManagementAndGeneralAmt |
| Fundraising | $48,596 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,692 | TotalAmt |
| Program Services | $6,905 | ProgramServicesAmt |
| Management And General | $5,142 | ManagementAndGeneralAmt |
| Fundraising | $2,645 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,731 | TotalAmt |
| Program Services | $12,563 | ProgramServicesAmt |
| Management And General | $9,356 | ManagementAndGeneralAmt |
| Fundraising | $4,812 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,147 | TotalAmt |
| Program Services | $13,700 | ProgramServicesAmt |
| Management And General | $10,201 | ManagementAndGeneralAmt |
| Fundraising | $5,246 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,949 | TotalAmt |
| Program Services | $25,356 | ProgramServicesAmt |
| Management And General | $18,882 | ManagementAndGeneralAmt |
| Fundraising | $9,711 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,681 | TotalAmt |
| Program Services | $7,840 | ProgramServicesAmt |
| Management And General | $5,838 | ManagementAndGeneralAmt |
| Fundraising | $3,003 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $802,393 | TotalAmt |
| Program Services | $377,125 | ProgramServicesAmt |
| Management And General | $280,838 | ManagementAndGeneralAmt |
| Fundraising | $144,430 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,801 | TotalAmt |
| Program Services | $20,587 | ProgramServicesAmt |
| Management And General | $15,330 | ManagementAndGeneralAmt |
| Fundraising | $7,884 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,269 | TotalAmt |
| Program Services | $11,593 | ProgramServicesAmt |
| Management And General | $15,137 | ManagementAndGeneralAmt |
| Fundraising | $1,539 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,713 | TotalAmt |
| Program Services | $11,145 | ProgramServicesAmt |
| Management And General | $8,300 | ManagementAndGeneralAmt |
| Fundraising | $4,268 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,839 | TotalAmt |
| Program Services | $2,419 | ProgramServicesAmt |
| Management And General | $1,452 | ManagementAndGeneralAmt |
| Fundraising | $968 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,684 | TotalAmt |
| Program Services | $2,870 | ProgramServicesAmt |
| Management And General | $22,946 | ManagementAndGeneralAmt |
| Fundraising | $2,868 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,351 | TotalAmt |
| Program Services | $3,925 | ProgramServicesAmt |
| Management And General | $2,923 | ManagementAndGeneralAmt |
| Fundraising | $1,503 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,832 | TotalAmt |
| Program Services | $4,621 | ProgramServicesAmt |
| Management And General | $3,441 | ManagementAndGeneralAmt |
| Fundraising | $1,770 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $52,792 | $24,812 | $18,477 | $9,503 |
| PROCESSING FEES | $29,447 | $13,841 | $10,306 | $5,300 |
| DUES AND SUBSCRIPTIONS | $13,810 | $1,381 | $11,048 | $1,381 |
| CRT DISBURSEMENTS | $11,869 | $5,579 | $4,154 | $2,136 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,728 | TotalAmt |
| Program Services | $10,682 | ProgramServicesAmt |
| Management And General | $7,955 | ManagementAndGeneralAmt |
| Fundraising | $4,091 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,828,566 | TotalAmt |
| Program Services | $5,959,661 | ProgramServicesAmt |
| Management And General | $586,523 | ManagementAndGeneralAmt |
| Fundraising | $282,382 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $842,058 | BOYAmt |
| EOY | $1,384,411 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,180,932 | BOYAmt |
| EOY | $8,124,703 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,323 | BOYAmt |
| EOY | $12,383 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,565 | BOYAmt |
| EOY | $7,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,644,011 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $609,755 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,077,009 | BOYAmt |
| EOY | $2,034,256 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,469,595 | BOYAmt |
| EOY | $32,459,056 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,526,239 | BOYAmt |
| EOY | $1,861,441 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,116,721 | BOYAmt |
| EOY | $45,883,774 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,244 | BOYAmt |
| EOY | -$256,735 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,295 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,711 | BOYAmt |
| EOY | $480,388 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,055,990 | BOYAmt |
| EOY | $839,444 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,752,240 | BOYAmt |
| EOY | $1,063,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,830,087 | BOYAmt |
| EOY | $38,362,098 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,534,394 | BOYAmt |
| EOY | $6,458,579 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,364,481 | BOYAmt |
| EOY | $44,820,677 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,116,721 | BOYAmt |
| EOY | $45,883,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,192,303 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $330,420 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$66,527 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,949,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,457,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,450,319 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,167,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,165,930 | CurrentTaxYearAmt |
| Total | $35,190,766 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,949,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,457,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,450,319 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,167,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,165,930 | CurrentTaxYearAmt |
| Total | $35,190,766 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,270,338 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,920,428 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $517,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $372,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $638,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $852,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $790,754 | CurrentTaxYearAmt |
| Total | $3,172,419 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,312 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,674 | CurrentTaxYearMinus3YearsAmt |
| Total | $29,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,393,171 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,445,362 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 195 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $8,197,259 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,020,365 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $19,798,979 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,792,108 | BeginningYearBalanceAmt |
| Contributions | $5,533,213 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,078,509 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,088,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,758 | OtherExpendituresAmt |
| Administrative Expenses | $27,869 | AdministrativeExpensesAmt |
| End Year Balance | $17,110,435 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,177,197 | BeginningYearBalanceAmt |
| Contributions | $6,915,243 | ContributionsAmt |
| Investment Earnings Or Losses | $2,026,787 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,644,387 | GrantsOrScholarshipsAmt |
| Other Expenditures | $677,732 | OtherExpendituresAmt |
| Administrative Expenses | $5,000 | AdministrativeExpensesAmt |
| End Year Balance | $17,792,108 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,857,808 | BeginningYearBalanceAmt |
| Contributions | $2,275,158 | ContributionsAmt |
| Investment Earnings Or Losses | $1,649,355 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,338,756 | GrantsOrScholarshipsAmt |
| Other Expenditures | $266,658 | OtherExpendituresAmt |
| Administrative Expenses | -$290 | AdministrativeExpensesAmt |
| End Year Balance | $14,177,197 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,868,730 | BeginningYearBalanceAmt |
| Contributions | $1,240,322 | ContributionsAmt |
| Investment Earnings Or Losses | $2,439,347 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $262,192 | GrantsOrScholarshipsAmt |
| Other Expenditures | $856,388 | OtherExpendituresAmt |
| Administrative Expenses | $6,572,011 | AdministrativeExpensesAmt |
| End Year Balance | $12,857,808 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,773,665 | BeginningYearBalanceAmt |
| Contributions | $1,429,612 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,161,500 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,660,611 | GrantsOrScholarshipsAmt |
| Other Expenditures | $517,436 | OtherExpendituresAmt |
| End Year Balance | $16,863,730 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.91400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01700 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $239,669 | OtherCostOrOtherBasisAmt |
| Book Value | $239,669 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,078,223 | OtherCostOrOtherBasisAmt |
| Depreciation | $388,525 | DepreciationAmt |
| Book Value | $1,689,698 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $326,119 | OtherCostOrOtherBasisAmt |
| Depreciation | $221,230 | DepreciationAmt |
| Book Value | $104,889 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,034,256 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN MARKETABLE SECURITIES | Desc |
| Book Value | $32,459,056 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $32,459,056 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNITRUST OBLIGATIONS | $417,200 |
| REFUNDABLE ADVANCES | $422,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $839,444 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF 189 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. THE FOUNDATION BELIEVES THAT NO SIGNIFICANT UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN IN ITS TAX RETURNS. AT DECEMBER 31, 2022, GENERALLY, THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2019 TO 2022. AT DECEMBER 31, 2022 AND 2021, THE FOUNDATION DID NOT RECORD ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (111 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FIRST HOMES PROPERTIES | |||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 412004557 | 501(C)(3) | $632,880 | $0 | PROGRAM SUPPORT | |
| SOLDIER'S FIELD VETERANS MEMORIAL | |||||||||
| 1743 WEST CENTER ST | ROCHESTER | MN | 55902 | 411848911 | 501(C)(3) | $188,963 | $0 | PROGRAM SUPPORT | |
| MAYO CLINIC- EUGENIO LITTA CHILDREN'S HOSPITAL | |||||||||
| 1216 SECOND STREET SW | ROCHESTER | MN | 55902 | 416011702 | 501(C)(3) | $82,366 | $0 | PROGRAM SUPPORT | |
| BRAINS TOGETHER FOR A CURE | |||||||||
| PO BOX 8353 | ROCHESTER | MN | 55903 | 611552453 | 501(C)(3) | $72,244 | $0 | PROGRAM SUPPORT | |
| PACELLI CATHOLIC SCHOOLS | |||||||||
| 511 4TH AVENUE NW | AUSTIN | MN | 55912 | 204023381 | 501(C)(3) | $65,000 | $0 | PROGRAM SUPPORT | |
| BEAR CREEK DEVELOPMENT CENTER | |||||||||
| 1765 RESTORATION RD SW | ROCHESTER | MN | 55902 | 841884979 | 501(C)(3) | $61,500 | $0 | PROGRAM SUPPORT | |
| UNITED WAY OF OLMSTED COUNTY | |||||||||
| 903 WEST CENTER ST STE 100 | ROCHESTER | MN | 55902 | 410695594 | 501(C)(3) | $58,500 | $0 | PROGRAM SUPPORT | |
| CHANNEL ONE REGIONAL FOOD BANK | |||||||||
| 131 35TH STREET SE | ROCHESTER | MN | 55904 | 411379713 | 501(C)(3) | $53,720 | $0 | PROGRAM SUPPORT | |
| DIVERSITY COUNCIL | |||||||||
| 1130 1/2 7TH STREET NW SUITE 204 | ROCHESTER | MN | 559011732 | 411709139 | 501(C)(3) | $52,972 | $0 | PROGRAM SUPPORT | |
| RONALD MCDONALD HOUSE - ROCHESTER | |||||||||
| 850 2ND STREET SW | ROCHESTER | MN | 55902 | 411344744 | 501(C)(3) | $50,585 | $0 | PROGRAM SUPPORT | |
| CHILDREN'S MINNESOTA FOUNDATION | |||||||||
| 5901 LINCOLN DRIVE MAIL STOP | EDINA | MN | 55346 | 411814223 | 501(C)(3) | $47,450 | $0 | PROGRAM SUPPORT | CBC-3-FOUN |
| CATHOLIC RELIEF SERVICES | |||||||||
| P O BOX 17090 228 WEST LEXINGTON | BALTIMORE | MD | 21297 | 135563422 | 501(C)(3) | $45,500 | $0 | PROGRAM SUPPORT | STREET |
| JEREMIAH PROGRAM ROCHESTER-SOUTHEAST MN | |||||||||
| 2915 JEREMIAH LANE NW | ROCHESTER | MN | 55901 | 411801834 | 501(C)(3) | $45,363 | $0 | PROGRAM SUPPORT | |
| OLMSTED MEDICAL CENTER | |||||||||
| 210 9TH STREET SE | ROCHESTER | MN | 559046425 | 410855367 | 501(C)(3) | $41,183 | $0 | PROGRAM SUPPORT | |
| QUARRY HILL NATURE CENTER | |||||||||
| 701 SILVER CREEK ROAD NE | ROCHESTER | MN | 559064504 | 363416399 | 501(C)(3) | $40,541 | $0 | PROGRAM SUPPORT | |
| SALVATION ARMY - ROCHESTER | |||||||||
| 20 1ST AVE NE | ROCHESTER | MN | 559063706 | 410698597 | 501(C)(3) | $36,230 | $0 | PROGRAM SUPPORT | |
| CHOSEN VALLEY COMMUNITY FOUNDATION | |||||||||
| P O BOX 552 | CHATFIELD | MN | 55923 | 411986997 | 501(C)(3) | $35,610 | $0 | PROGRAM SUPPORT | |
| JUSTFAITH MINISTRIES | |||||||||
| PO BOX 221348 | LOUISVILLE | KY | 402521348 | 201377228 | 501(C)(3) | $35,000 | $0 | PROGRAM SUPPORT | |
| MAYO FOUNDATION | |||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 410944601 | 501(C)(3) | $31,858 | $0 | PROGRAM SUPPORT | |
| HISTORY CENTER OF OLMSTED COUNTY | |||||||||
| 1195 WEST CIRCLE DR SW | ROCHESTER | MN | 559026619 | 410718368 | 501(C)(3) | $31,530 | $0 | PROGRAM SUPPORT | |
| ZUMBRO RIDGE ESTATES | |||||||||
| 739 55TH ST NE 4 | ROCHESTER | MN | 55906 | 821446789 | 501(C)(3) | $31,367 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 554552010 | 416042488 | 501(C)(3) | $31,000 | $0 | PROGRAM SUPPORT | |
| BEMIDJI STATE UNIVERSITY | |||||||||
| BSU ALUMNI FOUNDATION 1500 | BEMIDJI | MN | 56602 | 237044156 | 501(C)(3) | $30,000 | $0 | PROGRAM SUPPORT | BIRCHMONT DRIVE NE 17 |
| ZUMBRO LUTHERAN CHURCH | |||||||||
| 624 3RD AVE SW | ROCHESTER | MN | 55902 | 410718374 | 501(C)(3) | $29,000 | $0 | PROGRAM SUPPORT | |
| THE LANDING MN | |||||||||
| 426 3RD AVE SE | ROCHESTER | MN | 55904 | 832953783 | 501(C)(3) | $26,200 | $0 | PROGRAM SUPPORT | |
| CHRIST UNITED METHODIST CHURCH | |||||||||
| 400 5TH AVENUE SW | ROCHESTER | MN | 55902 | 410693980 | 501(C)(3) | $25,790 | $0 | PROGRAM SUPPORT | |
| PARALYZED VETERANS OF AMERICA | |||||||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | 131946868 | 501(C)(3) | $25,600 | $0 | PROGRAM SUPPORT | |
| STEWARTVILLE AREA HISTORY CENTER | |||||||||
| 305 MAIN STREET NORTH | STEWARTVILLE | MN | 55976 | 411763176 | 501(C)(3) | $25,140 | $0 | PROGRAM SUPPORT | |
| MAKE-A-WISH MINNESOTA | |||||||||
| 1919 UNIVERSITY AVENUE E SUITE 415 | SAINT PAUL | MN | 55104 | 411422893 | 501(C)(3) | $25,000 | $0 | PROGRAM SUPPORT | |
| PLANNED PARENTHOOD NORTH CENTRAL STATES | |||||||||
| 671 VANDALIA STREET | SAINT PAUL | MN | 55114 | 410948382 | 501(C)(3) | $25,000 | $0 | PROGRAM SUPPORT | |
| SAVE THE CHILDREN | |||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | 060726487 | 501(C)(3) | $25,000 | $0 | PROGRAM SUPPORT | |
| THE READING CENTER | |||||||||
| 2010 SCOTT ROAD NW | ROCHESTER | MN | 55901 | 411633734 | 501(C)(3) | $24,992 | $0 | PROGRAM SUPPORT | |
| BOYS & GIRLS CLUB OF ROCHESTER | |||||||||
| 1026 EAST CENTER STREET | ROCHESTER | MN | 55904 | 411945875 | 501(C)(3) | $24,500 | $0 | PROGRAM SUPPORT | |
| LEGAL ASSISTANCE OF OLMSTED COUNTY | |||||||||
| 1700 N BROADWAY SUITE 124 | ROCHESTER | MN | 55906 | 410992471 | 501(C)(3) | $23,330 | $0 | PROGRAM SUPPORT | |
| IRONWOOD SPRINGS CHRISTIAN RANCH | |||||||||
| 7291 COUNTY ROAD 6 SW | STEWARTVILLE | MN | 559768257 | 411281157 | 501(C)(3) | $23,150 | $0 | PROGRAM SUPPORT | |
| GIFT OF LIFE TRANSPLANT HOUSE | |||||||||
| 705 2ND ST SW | ROCHESTER | MN | 55902 | 411495845 | 501(C)(3) | $22,595 | $0 | PROGRAM SUPPORT | |
| RTAAF | |||||||||
| 1130 1/2 7TH ST NW SUITE 208 | ROCHESTER | MN | 55901 | 562328202 | 501(C)(3) | $21,250 | $0 | PROGRAM SUPPORT | |
| IMMACULATE HEART OF MARY SEMINARY | |||||||||
| 750 TERRACE HEIGHTS | WINONA | MN | 55987 | 410773780 | 501(C)(3) | $20,660 | $0 | PROGRAM SUPPORT | |
| MAYO CLINIC DEPARTMENT OF DEVELOPMENT | |||||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55902 | 416011702 | 501(C)(3) | $20,200 | $0 | PROGRAM SUPPORT | |
| UNITED WAY OF DODGE COUNTY | |||||||||
| PO BOX 718 | DODGE CENTER | MN | 55927 | 411657224 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT | |
| CHABAD OF MORGAN HILL | |||||||||
| 16575 SAN RAMON DRIVE A | MORGAN HILL | CA | 95037 | 832204658 | 501(C)(3) | $18,000 | $0 | PROGRAM SUPPORT | |
| ABILITY BUILDING COMMUNITY | |||||||||
| 1911 14TH ST NW | ROCHESTER | MN | 55901 | 410829178 | 501(C)(3) | $17,700 | $0 | PROGRAM SUPPORT | |
| DOROTHY DAY HOSPITALITY HOUSE | |||||||||
| 703 1ST ST SW | ROCHESTER | MN | 559026293 | 363348305 | 501(C)(3) | $17,420 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF MINNESOTA OFFICE OF STUDENT FINANCE | |||||||||
| 200 FRASER HALL 106 PLEASANT ST SE | MINNEAPOLIS | MN | 55455 | 416007513 | GOVERNMENT | $17,350 | $0 | PROGRAM SUPPORT | |
| PEOPLE OF HOPE ELCA | |||||||||
| 3703 COUNTRY CLUB RD SW | ROCHESTER | MN | 559028737 | 411751237 | 501(C)(3) | $17,000 | $0 | PROGRAM SUPPORT | |
| GLORIA DEI LUTHERAN CHURCH | |||||||||
| 1212 12TH AVE NW | ROCHESTER | MN | 559011796 | 416008833 | 501(C)(3) | $16,000 | $0 | PROGRAM SUPPORT | |
| ST AMBROSE UNIVERSITY | |||||||||
| 518 W LOCUST STREET | DAVENPORT | IA | 52803 | 420703280 | 501(C)(3) | $15,814 | $0 | PROGRAM SUPPORT | |
| ST FRANCIS OF ASSISI CATHOLIC CHURCH | |||||||||
| 1114 THIRD STREET SE | ROCHESTER | MN | 55906 | 410694749 | 501(C)(3) | $15,616 | $0 | PROGRAM SUPPORT | |
| RECOVERY IS HAPPENING | |||||||||
| 25 16TH ST NE | ROCHESTER | MN | 55906 | 451259706 | 501(C)(3) | $15,500 | $0 | PROGRAM SUPPORT | |
| GLOBAL GIVING | |||||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | 300108263 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT | |
| AUSTIN COMMUNITY GROWTH VENTURES | |||||||||
| 329 N MAIN ST 102 | AUSTIN | MN | 55912 | 475042107 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT | |
| FIRST PRESBYTERIAN CHURCH | |||||||||
| 512 3RD ST SW | ROCHESTER | MN | 559023141 | 410694750 | 501(C)(3) | $14,100 | $0 | PROGRAM SUPPORT | |
| CHURCH OF SAINT JOHN THE EVANGELIST | |||||||||
| 11 4TH AVE SW | ROCHESTER | MN | 559023098 | 410733599 | 501(C)(3) | $13,800 | $0 | PROGRAM SUPPORT | |
| FOOD FOR THE POOR | |||||||||
| PO BOX 979005 | COCONUT CREEK | FL | 33097 | 592174510 | 501(C)(3) | $13,787 | $0 | PROGRAM SUPPORT | |
| HIAWATHA HOMES FOUNDATION | |||||||||
| 1820 VALKYRIE DR NW | ROCHESTER | MN | 559012441 | 411453827 | 501(C)(3) | $13,700 | $0 | PROGRAM SUPPORT | |
| TWO RIVERS HABITAT FOR HUMANITY | |||||||||
| 1530 GREENVIEW DR SW SUITE 107 | ROCHESTER | MN | 55902 | 411664586 | 501(C)(3) | $13,460 | $0 | PROGRAM SUPPORT | |
| HOLY SPIRIT CATHOLIC CHURCH | |||||||||
| 5455 50TH AVE NW | ROCHESTER | MN | 559013763 | 411685876 | 501(C)(3) | $13,000 | $0 | PROGRAM SUPPORT | |
| ROCHESTER CATHOLIC SCHOOLS | |||||||||
| 2800 19TH STREET NW | ROCHESTER | MN | 55901 | 410740119 | 501(C)(3) | $13,000 | $0 | PROGRAM SUPPORT | |
| ST LUKE'S EPISCOPAL CHURCH | |||||||||
| 1884 22ND STREET NW | ROCHESTER | MN | 55901 | 410876187 | 501(C)(3) | $12,800 | $0 | PROGRAM SUPPORT | |
| SISTERS OF ST FRANCIS - ROCHESTER MN | |||||||||
| ASSISI HEIGHTS 1001 14TH ST NW | ROCHESTER | MN | 55901 | 410695522 | 501(C)(3) | $12,200 | $0 | PROGRAM SUPPORT | SUITE 100 |
| 180 DEGREES | |||||||||
| 1301 E 7TH ST | SAINT PAUL | MN | 55106 | 237153536 | 501(C)(3) | $12,000 | $0 | PROGRAM SUPPORT | |
| CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIST | |||||||||
| 974 SKYLINE DRIVE SW | ROCHESTER | MN | 55902 | 410760826 | 501(C)(3) | $12,000 | $0 | PROGRAM SUPPORT | |
| ROCHESTER COMMUNITY AND TECHNICAL COLLEGE FOUNDATION | |||||||||
| 851 30TH AVENUE SE | ROCHESTER | MN | 55904 | 411535213 | 501(C)(3) | $11,640 | $0 | PROGRAM SUPPORT | |
| UNICEF USA | |||||||||
| PO BOX 96964 | WASHINGTON | DC | 20090 | 131760110 | 501(C)(3) | $11,600 | $0 | PROGRAM SUPPORT | |
| LOURDES FOUNDATION | |||||||||
| 1710 INDUSTRIAL DRIVE NW | ROCHESTER | MN | 55901 | 410740119 | 501(C)(3) | $11,550 | $0 | PROGRAM SUPPORT | |
| ZUMBRO VALLEY MEDICAL SOCIETY FOUNDATION | |||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 411934705 | 501(C)(3) | $11,490 | $0 | PROGRAM SUPPORT | |
| NATIONAL EAGLE CENTER | |||||||||
| 50 PEMBROKE AVENUE | WABASHA | MN | 55981 | 411817466 | 501(C)(3) | $11,000 | $0 | PROGRAM SUPPORT | |
| AMERICAN CANCER SOCIETY-SANDRA J SCHULZE HOPE LODGE | |||||||||
| 411 2ND STREET NW | ROCHESTER | MN | 55901 | 131788491 | 501(C)(3) | $10,950 | $0 | PROGRAM SUPPORT | |
| AMERICAN RED CROSS SE MN | |||||||||
| 305 ALLIANCE PLACE NE | ROCHESTER | MN | 55906 | 530196605 | 501(C)(3) | $10,900 | $0 | PROGRAM SUPPORT | |
| WORLD CENTRAL KITCHEN | |||||||||
| ATTN DONOR SERVICES TEAM 200 | WASHINGTON | DC | 20001 | 273521132 | 501(C)(3) | $10,500 | $0 | PROGRAM SUPPORT | MASSACHUSETTS AVE NW 7TH FLOOR |
| AMERICAN RED CROSS-NATIONAL PROCESSING CENTER | |||||||||
| PO BOX 37839 | BOONE | IA | 50037 | 530196605 | 501(C)(3) | $10,500 | $0 | PROGRAM SUPPORT | |
| MN ADULT & TEEN CHALLENGE | |||||||||
| 740 EAST 24TH STREET | MINNEAPOLIS | MN | 55404 | 411517351 | 501(C)(3) | $10,400 | $0 | PROGRAM SUPPORT | |
| FRIENDS OF OXBOW PARK | |||||||||
| PO BOX 6552 | ROCHESTER | MN | 55903 | 411440844 | 501(C)(3) | $10,300 | $0 | PROGRAM SUPPORT | |
| OWATONNA PUBLIC SCHOOLS | |||||||||
| 515 W BRIDGE STREET | OWATONNA | MN | 55060 | 521612613 | GOVERNMENT | $10,000 | $0 | PROGRAM SUPPORT | |
| JEWISH NATIONAL FUND | |||||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | 131659627 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| TWO RIVERS HIGH SCHOOL | |||||||||
| 1897 DELAWARE AVENUE | MENDOTA HEIGHTS | MN | 55118 | 200726895 | GOVERNMENT | $10,000 | $0 | PROGRAM SUPPORT | |
| LAW ENFORCEMENT MEMORIAL FOUNDATION OF SE MINNESOTA | |||||||||
| 101 4TH STREET SE | ROCHESTER | MN | 55904 | 454589082 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| KM CARE & SHARE CHARITY FUND | |||||||||
| C/O HOME FEDERAL BANK 502 | KASSON | MN | 55944 | 411808587 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | MANTORVILLE AVENUE SOUTH |
| INTERNATIONAL MEDICAL CORP | |||||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | 953949646 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| GREATER ROCHESTER ADVOCATES FOR UNIVERSITIES AND COLLEGES (GRAUC) | |||||||||
| 851 30TH AVENUE SE | ROCHESTER | MN | 55904 | 363517407 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| CHILDHOOD CANCER COMMUNITY | |||||||||
| 905 9TH STREET SE | ROCHESTER | MN | 55904 | 841937145 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| BALTIMORE SCHOOL FOR THE ARTS FOUNDATION | |||||||||
| 712 CATHEDRAL ST | BALTIMORE | MD | 21201 | 521174284 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| MINNESOTA TRUCKING ASSOCIATION FOUNDATION | |||||||||
| 6160 SUMMIT DRIVE N SUITE 330 | BROOKLYN CENTER | MN | 55430 | 842847691 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| ROCHESTER PUBLIC LIBRARY FOUNDATION | |||||||||
| 101 SECOND STREET SE | ROCHESTER | MN | 55904 | 411859534 | 501(C)(3) | $9,780 | $0 | PROGRAM SUPPORT | |
| SPARK A PLACE OF PLAY | |||||||||
| 1201 12TH STREET SW SUITE 632 | ROCHESTER | MN | 55902 | 842749957 | 501(C)(3) | $9,500 | $0 | PROGRAM SUPPORT | |
| CHATFIELD HIGH SCHOOL | |||||||||
| C/O ED HARRIS SUPERINTENDENT 205 | CHATFIELD | MN | 55923 | 416001078 | GOVERNMENT | $9,500 | $0 | PROGRAM SUPPORT | UNION STREET NE |
| COMMUNITY PATHWAYS TO FAMILY HEALTH & RECOVERY | |||||||||
| 2301 OLD VALLEY ROAD SW | ROCHESTER | MN | 55902 | 463489659 | 501(C)(3) | $9,500 | $0 | PROGRAM SUPPORT | |
| LIVING ROOM TUTORS | |||||||||
| 1990 CENTURY VALLEY LANE NE | ROCHESTER | MN | 55906 | 850495694 | 501(C)(3) | $8,500 | $0 | PROGRAM SUPPORT | |
| ST PIUS X CATHOLIC CHURCH | |||||||||
| 1315 12TH AVE NW | ROCHESTER | MN | 559011744 | 410871403 | 501(C)(3) | $8,500 | $0 | PROGRAM SUPPORT | |
| SYNERGY AND LEADERSHIP EXCHANGE | |||||||||
| 2075 LOOKOUT DRIVE | MANKATO | MN | 56003 | 411700710 | 501(C)(3) | $8,210 | $0 | PROGRAM SUPPORT | |
| BYRON PUBLIC SCHOOLS - COMMUNITY EDUCATION | |||||||||
| BYRON COMMUNITY EDUCATION CENTER | BYRON | MN | 55920 | 416002825 | GOVERNMENT | $16,133 | $0 | PROGRAM SUPPORT | 630 1ST AVENUE NW |
| PROJECT LEGACY | |||||||||
| PO BOX 7182 | ROCHESTER | MN | 55903 | 811223253 | 501(C)(3) | $8,000 | $0 | PROGRAM SUPPORT | |
| ST MARY'S ON THE LAKE CATHOLIC CHURCH | |||||||||
| 419 WEST LYON AVENUE | LAKE CITY | MN | 55041 | 410695529 | 501(C)(3) | $8,000 | $0 | PROGRAM SUPPORT | |
| BARBERSHOP AND SOCIAL SERVICES | |||||||||
| 3270 19TH STREET NW | ROCHESTER | MN | 55901 | 831558495 | 501(C)(3) | $7,500 | $0 | PROGRAM SUPPORT | |
| CHILDREN'S DENTAL HEALTH SERVICES | |||||||||
| 903 W CENTER ST SUITE 130 | ROCHESTER | MN | 55902 | 203677586 | 501(C)(3) | $7,500 | $0 | PROGRAM SUPPORT | |
| CAMP OLSON - YMCA | |||||||||
| 4160 LITTLE BOY RD NE | LONGVILLE | MN | 56655 | 410967781 | 501(C)(3) | $7,400 | $0 | PROGRAM SUPPORT | |
| MADONNA LIVING COMMUNITY FOUNDATION | |||||||||
| ATTN SANDY MOLENDA 4001 19TH AVENUE | ROCHESTER | MN | 55901 | 411809914 | 501(C)(3) | $7,070 | $0 | PROGRAM SUPPORT | NW |
| COE COLLEGE | |||||||||
| 220 1ST AVE NE | CEDAR RAPIDS | IA | 52402 | 420686467 | 501(C)(3) | $7,050 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF MINNESOTA-DULUTH | |||||||||
| OFFICE OF FINANCIAL AID 1049 | DULUTH | MN | 55812 | 411953413 | GOVERNMENT | $7,000 | $0 | PROGRAM SUPPORT | UNIVERSITY DRIVE |
| WINONA STATE UNIVERSITY | |||||||||
| CASHIERS OFFICE PO BOX 5838 | WINONA | MN | 55987 | 237079002 | 501(C)(3) | $6,500 | $0 | PROGRAM SUPPORT | |
| MINNESOTA ZOO FOUNDATION | |||||||||
| 13000 ZOO BOULEVARD | APPLE VALLEY | MN | 55124 | 510147653 | 501(C)(3) | $6,500 | $0 | PROGRAM SUPPORT | |
| KSMQ PUBLIC TELEVISION | |||||||||
| 2000 8TH AVE NW | AUSTIN | MN | 55912 | 680599645 | 501(C)(3) | $6,500 | $0 | PROGRAM SUPPORT | |
| FAMILY SERVICE ROCHESTER | |||||||||
| 4600 18TH AVENUE NW | ROCHESTER | MN | 55901 | 410883453 | 501(C)(3) | $6,300 | $0 | PROGRAM SUPPORT | |
| CHILDREN'S MUSEUM OF ROCHESTER INC | |||||||||
| 1201 12TH STREET SW SUITE 632 | ROCHESTER | MN | 55902 | 842749957 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT | |
| PARENTS OF INCARCERATED SONS AND DAUGHTERS - POISD | |||||||||
| 5221 DUVALL ST NW | ROCHESTER | MN | 55901 | 852795987 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT | |
| ROCHESTER POLICE DEPARTMENT | |||||||||
| 101 4TH STREET SE | ROCHESTER | MN | 55904 | 416005494 | GOVERNMENT | $6,000 | $0 | PROGRAM SUPPORT | |
| ROCHESTER PUBLIC SCHOOL FOUNDATION | |||||||||
| 201 8TH STREET NW | ROCHESTER | MN | 559016820 | 411628288 | 501(C)(3) | $5,840 | $0 | PROGRAM SUPPORT | |
| POSSABILITIES OF SOUTHERN MINNESOTA | |||||||||
| 1808 3RD AVENUE SE | ROCHESTER | MN | 559047948 | 410853397 | 501(C)(3) | $5,750 | $0 | PROGRAM SUPPORT | |
| SEASONS HOSPICE | |||||||||
| 1696 GREENVIEW DRIVE SW | ROCHESTER | MN | 55902 | 411812914 | 501(C)(3) | $5,600 | $0 | PROGRAM SUPPORT | |
| EXERCISABILITIES | |||||||||
| 2530 NORTH BROADWAY AVENUE | ROCHESTER | MN | 55906 | 455214117 | 501(C)(3) | $5,500 | $0 | PROGRAM SUPPORT | |
| MIDWEST MELANOMA PARTNERSHIP | |||||||||
| 200 FIRST ST SW GUGGENHEIM 4-01 | ROCHESTER | MN | 55905 | 465604422 | 501(C)(3) | $5,310 | $0 | PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 122 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ROCHESTER AREA FOUNDATION (RAF) IS A COMMUNITY-BASED ECLECTIC GRANTMAKER. EACH APPLICATION IS CONSIDERED ON ITS OWN MERITS AND THE DECISION TO AWARD A REQUEST IS MADE ON A CASE BY CASE BASIS. GRANTS ARE NOT AWARDED TO INDIVIDUALS, PRIVATE FOUNDATIONS, OR POLITICAL ORGANIZATIONS. GRANTS ARE MADE TO RELIGIOUS ORGANIZATIONS ONLY FOR PURPOSES OF DIRECT COMMUNITY SERVICE PROJECTS. GRANTS ARE LIMITED TO NONPROFIT ORGANIZATIONS WHICH HAVE A 501(C)3 DESIGNATION, ARE GOVERNMENT AGENCIES, OR ARE UNDER THE FISCAL AGENCY UMBRELLA OF A 501(C)3 DESIGNATED ORGANIZATION. IN GENERAL, RAF DOES NOT SUPPORT GENERAL CAPITAL CAMPAIGNS, PROVIDE SUPPORT FUNDING FOR ORGANIZATIONAL DEFICITS, OR TO REPLACE GOVERNMENT FUNDING. FUND DRIVES OR REQUESTS FOR EVENT SPONSORSHIPS SHOULD BE DIRECTED TO RAF'S PRESIDENT FOR SPONSORSHIP CONSIDERATION. TYPICALLY, GRANTS WILL NOT BE AWARDED FOR ENDOWMENTS, ANNUAL CAMPAIGNS, PROPOSALS THAT DUPLICATE EXISTING SERVICES, POLITICAL ACTIVITIES, OR RELIGIOUS ACTIVITIES. RAF DOES NOT MAKE MULTI-YEAR GRANTS OR MORE THAN ONE GRANT TO AN ORGANIZATION WITHIN 12 MONTHS OF AN AWARD. AN ORGANIZATION MAY APPLY FOR A GRANT ONCE DURING EACH CALENDAR. TO BE CONSIDERED, THE ORGANIZATION MUST HAVE COMPLETED ALL PRIOR PROJECTS AND FILED A FINAL REPORT TO CLOSE OUT AWARDED FUNDS. RAF AWARDS GRANTS TO BENEFIT COMMUNITIES IN THE CATCHMENT AREA PROSCRIBED BY THE RAF BOARD OF TRUSTEES, CURRENTLY WITHIN A 40 MILE RADIUS OF ROCHESTER . AGENCIES OUTSIDE OF THE TRADITIONAL CATCHMENT AREA ARE ELIGIBLE FOR GRANTS PROVIDED THE IMPACT FOR PROJECT WILL FALL PRIMARILY WITHIN THE RAF CATCHMENT AREA BUT THE GRANT DISTRIBUTION COMMITTEE MAY REQUIRE INPUT THROUGH A LOCAL ADVISORY GROUP OR BOARD IF A LOCAL OFFICE IS NOT PRESENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER WOODFORD | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $108,409 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $36,136 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,400 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $1,800 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,347 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $449 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $115,156 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $38,385 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,355,529 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | GIFTS OF STOCK, SECURITIES, AND OTHER INVESTMENT FUNDS ARE RECEIVED BY A THIRD PARTY WITH WHOM ROCHESTER AREA FOUNDATION HAS AN ACCOUNT. THE SECURITIES ARE THEN SOLD BY THAT THIRD PARTY AND PROCEEDS ARE TRANSFERRED TO A SAVINGS ACCOUNT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS MADE UP OF THE OFFICERS OF THE BOARD OF DIRECTORS. THE PRESIDENT OF THE ROCHESTER AREA FOUNDATION SERVES AS AN EX-OFFICIO MEMBER. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND DIRECTION OF THE BUSINESS AND CONDUCT THE AFFAIRS OF THE FOUNDATION. NO POLICY OR ACTION ADOPTED OR TAKEN BY THE EXECUTIVE COMMITTEE SHALL CONTINUE EFFECTIVE UNLESS APPROVED AT THE NEXT MEETING OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | RSM PROVIDES A DRAFT OF THE FORM 990 TO THE FINANCE OFFICER. THE FINANCE OFFICER, PRESIDENT AND TREASURER REVIEW THE DRAFTS AND MAKE ANY NECESSARY CHANGES. REVISED COPIES ARE THEN PRESENTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW, AND A VOTE TO APPROVE IS TAKEN AFTER THE TRUSTEES HAVE REVIEWED THE RETURNS. THE REVIEW AND APPROVAL TAKES PLACE PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ROCHESTER AREA FOUNDATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL PERSONS HOLDING POSITIONS OF RESPONSIBILITY AND TRUST ON BEHALF OF THE FOUNDATION, INCLUDING BUT NOT LIMITED TO MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF BOARD COMMITTEES WHO ARE NOT MEMBERS OF THE BOARD, VOLUNTEER COMMITTEE MEMBERS, MEMBERS OF THE BOARDS OF SUPPORTING ORGANIZATIONS TO THE FOUNDATION, REPRESENTATIVES OF FISCALLY SPONSORED PROJECTS, AND MEMBERS OF THEFOUNDATION STAFF (HEREINAFTER "MEMBERS"). THIS POLICY SHALL BE PROVIDED TO EACH MEMBER AT THE TIME THAT HE OR SHE IS ASKED TO SERVE THE FOUNDATION. IN CONDUCTING THE AFFAIRS OF THE FOUNDATION, DUALITY OR CONFLICT OF INTEREST SHALL BE PRESUMED WHEN A PERSON TO WHOM THIS POLICY APPLIES OR A MEMBER OF HIS/HER IMMEDIATE FAMILY SERVES AS A TRUSTEE, OFFICER, STAFF MEMBER OR HOLDER OF MORE THAN 10% OF CORPORATE STOCK OF AN AFFECTED ORGANIZATION OR FIRM; HAS A FORMAL AFFILIATION OR INTEREST IN AN AFFECTED ORGANIZATION OR FIRM; OR COULD EXPECT FINANCIAL GAIN OR LOSS FROM A PARTICULAR DECISION. BEFORE A STAFF, BOARD OR VOLUNTEER COMMITTEE MEMBER BEGINS HIS OR HER SERVICE WITH THE FOUNDATION, HE OR SHE SHALL FILE WITH THE PRESIDENT OF THE FOUNDATION A LIST OF HIS OR HER PRINCIPAL BUSINESS ACTIVITIES, AS WELL AS INVOLVEMENT WITH OTHER CHARITABLE AND BUSINESS ORGANIZATIONS, VENDORS OR BUSINESS INTERESTS, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT OF INTEREST. ALL MEMBERS WILL BE REQUIRED TO SUBMIT THE DISCLOSURE STATEMENT ON AN ANNUAL BASIS. IN ADDITION TO THE DISCLOSURE REQUIRED BY THE PREVIOUS PARAGRAPH, EACH MEMBER IS UNDER AN OBLIGATION TO THE FOUNDATION, TO HIS OR HER FELLOW STAFF OR VOLUNTEERS, AND TO THE COMMUNITY SERVED BY THE FOUNDATION TO INFORM THE FOUNDATION OF ANY POSITION HE OR SHE HOLDS OR OF ANY BUSINESS OR VOCATIONAL ACTIVITY THAT MAY RESULT IN A POSSIBLE CONFLICT OF INTEREST OR BIAS FOR OR AGAINST A PARTICULAR GRANTEE, ACTION, OR POLICY, AT THE TIME SUCH GRANT, ACTION, OR POLICY IS UNDER CONSIDERATION BY THE BOARD OR ANY VOLUNTEER COMMITTEE OF THE FOUNDATION. ANY DUALITY OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER SHALL BE DISCLOSED TO THE CHAIR OF THE BOARD (IN THE CASE OF VOLUNTEERS) OR THE PRESIDENT (IN THE CASE OF STAFF MEMBERS) AND MADE A MATTER OF RECORD AS SOON AS THE ISSUE IN QUESTION IS RAISED AND A POSSIBLE CONFLICT IS KNOWN. WHEN THE BOARD, COMMITTEE, OR STAFF IS TO DECIDE UPON AN ISSUE ABOUT WHICH A MEMBER HAS AN UNAVOIDABLE CONFLICT OF INTEREST, THAT MEMBER SHALL PHYSICALLY ABSENT HERSELF OR HIMSELF WITHOUT COMMENT FROM NOT ONLY THE VOTE, BUT ALSO FROM THE DELIBERATION, UNLESS DIRECTLY REQUESTED BY THE CHAIR OF THE BOARD OR RELEVANT COMMITTEE TO PROVIDE FACTUAL INFORMATION OR ANSWER FACTUAL QUESTIONS THAT MAY ASSIST THE BOARD OR COMMITTEE IN MAKING A WISE DECISION. IN NO CASE SHALL THAT MEMBER VOTE ON SUCH MATTER OR ATTEMPT TO EXERT PERSONAL INFLUENCE IN CONNECTION THEREWITH. DISCLOSURE AND ABSTENTION SHALL BE RECORDED IN THE MINUTES OF THE MEETING(S) AT WHICH THE ISSUE IS DISCUSSED AND DECIDED. IN ANY SITUATION NOT SPECIFICALLY COVERED BY THE PREVIOUS SECTIONS OF THIS POLICY, MEMBERS SHALL CONSIDER CAREFULLY ANY POTENTIAL CONFLICT OF THEIR PERSONAL INTERESTS WITH THE INTERESTS OF THE FOUNDATION AND REFRAIN FROM ANY ACTION THAT MIGHT BE PERCEIVED AS AN ACTUAL OR APPARENT CONFLICT OF INTEREST. THE CHAIR OF THE BOARD SHALL BE RESPONSIBLE FOR THE APPLICATION AND INTERPRETATION OF THESE POLICIES AS THEY RELATE TO BOARD MEMBERS, VOLUNTEER COMMITTEE MEMBERS, OR THE PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS. THE EXECUTIVE COMMITTEE SURVEYS TRUSTEES AND STAFF EACH YEAR AND COMBINES THAT WITH ORGANIZATIONAL PERFORMANCE TO COMPLETE A PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR. THE RESULTS OF THE PERFORMANCE EVALUATION ARE USED TO DETERMINE ANY COMPENSATION ADJUSTMENT THAT IS RECOMMENDED BY THE EXECUTIVE COMMITTEE AND REVIEWED AND APPROVED BY THE FULL BOARD OF TRUSTEES. THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS AND INCREASES ARE BASED ON MERIT. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS MAY BE OBTAINED BY THE PUBLIC ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART VII: | ALL PAYROLL IS PROCESSED, AND EMPLOYMENT TAXES ARE REPORTED BY ROCHESTER AREA FOUNDATION. A PORTION OF COMPENSATION IS CHARGED TO FIRST HOMES PROPERTIES, A RELATED ORGANIZATION, AND IS REPORTED AS PAID BY A RELATED ORGANIZATION, ON FORM 990, PART VII. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 213,661. MANAGEMENT AND GENERAL EXPENSES 159,109. FUNDRAISING EXPENSES 81,827. TOTAL EXPENSES 454,597. ADMINISTRATIVE FEE: PROGRAM SERVICE EXPENSES 163,464. MANAGEMENT AND GENERAL EXPENSES 121,729. FUNDRAISING EXPENSES 62,603. TOTAL EXPENSES 347,796. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST -66,527. |
| FORM 990, PART XI, LINE 2C: | THE FINANCE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST HOMES PROPERTIES | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 412004557 | TO PROVIDE OPPORTUNITIES FOR LOW AND MODERATE INCOME HOUSEHOLDS IN SE MN | MN | 501(C)(3) | LINE 12A, I | ROCHESTER AREA FOUNDATION | Yes (1) |
| RAF PROPERTIES | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 411891463 | TO RECEIVE, HOLD & DISBURSE ANY REAL PROPERTY FOR ROCHESTER AREA FOUNDATION | MN | 501(C)(3) | LINE 12A, I | ROCHESTER AREA FOUNDATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FIRST HOMES PROPERTIES | ||
| D | $377,140 | FAIR MARKET VALUE |
| FIRST HOMES PROPERTIES | ||
| B | $632,880 | FAIR MARKET VALUE |
| RAF PROPERTIES | ||
| C | $399,881 | FAIR MARKET VALUE |
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