LIVING SPRINGS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LIVING SPRINGS FOUNDATION (EIN 41-1904085)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202531299349102028
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T11:32:36-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411540027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sherburne & Dahl Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Market Street Suite 274A | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411904085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVING SPRINGS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIVI | BusinessNameControlTxt |
| Phone | 6123383255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MARKET STREET SUITE 274A | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Jonas | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6123383255 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristopher Dahl | PreparerPersonNm |
| PTIN | P00165758 | PTIN |
| Phone | 6123383255 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,528,828 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $198,875 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $663,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,723,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $663,913 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $898,868 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $699,993 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,541 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,271 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,270 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,790 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,773 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $253 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $253 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,312 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $311,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $311,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $332,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $318,812 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $566,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $686,696 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,518 | CashBOYAmt |
| Cash EOY | $9,416 | CashEOYAmt |
| Cash EOYFMV | $9,416 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,461 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,024 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $505,285 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,326,482 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,508,388 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $457,191 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $980,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,346,922 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,528,828 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $29,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $29,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,558,135 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,757,010 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$607,180 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$410,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $950,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,346,922 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $980,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,346,922 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $950,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $566,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,500 | OtherIncreasesAmt |
| Subtotal | $1,547,214 | SubtotalAmt |
| Other Decreases | $200,292 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,346,922 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Capital Gain Dividends | P | 2023-01-01 | 2024-12-31 | $157 | $157 | $157 | |
| Ishares Core MSCI Emerging Mkts - 1,0008 shs | P | 2023-01-01 | 2024-01-16 | $48,741 | $9,354 | $9,354 | $39,387 |
| Ishares Core MSCI Eafe ETF - 931 shs | P | 2023-01-01 | 2024-01-16 | $64,081 | $13,536 | $13,536 | $50,545 |
| Ishares Tips Bond - 371 shs | P | 2023-01-01 | 2024-01-16 | $39,746 | -$2,782 | -$2,782 | $42,528 |
| Clearbridge International Group - 1,067.055 shs | P | 2023-01-01 | 2024-01-16 | $64,311 | -$7,865 | -$7,865 | $72,176 |
| TIAA-Cref Core Impact Bond Fund - 1,121.076 shs | P | 2023-01-01 | 2024-01-22 | $9,990 | -$2,084 | -$2,084 | $12,074 |
| Apple Inc - 454 shs | P | 2023-01-01 | 2024-07-24 | $100,168 | $99,836 | $99,836 | $332 |
| Ishares 20 year Treasury Bond - 460 shs | P | 2023-01-01 | 2024-07-24 | $42,532 | -$1,800 | -$1,800 | $44,332 |
| Doubline Total Return Bond I - 6,795.429 shs | P | 2023-01-01 | 2024-07-24 | $59,450 | -$13,125 | -$13,125 | $72,575 |
| Federated Hermes Intl - 550.963 shs | P | 2024-01-16 | 2024-07-24 | $4,855 | $17 | $17 | $4,838 |
| Abbey Capital Futures Stra - 609.966 shs | P | 2023-01-01 | 2024-07-24 | $7,090 | $329 | $329 | $6,761 |
| Apple Inc - 811 shs | P | 2023-01-01 | 2024-08-21 | $184,845 | $184,251 | $184,251 | $594 |
| Doubline Total Return Bond I - 8,910.532 shs | P | 2023-01-01 | 2024-08-21 | $80,363 | -$14,801 | -$14,801 | $95,164 |
| Nuveen Core Impact Bond Fund - 25,755.573 shs | P | 2023-01-01 | 2024-08-21 | $236,169 | -$39,416 | -$39,416 | $275,585 |
| Vanguard FTSE Social Index Fd - 6,104.907 shs | P | 2023-01-01 | 2024-08-21 | $326,471 | $150,222 | $150,222 | $176,249 |
| Vanguard FTSE Social Index Fd - 120.637 shs | P | 2023-01-01 | 2024-08-21 | $6,451 | $451 | $451 | $6,000 |
| Vanguard Mid-Cap Gwth | P | 2023-01-01 | 2024-08-21 | $81,550 | $49,103 | $49,103 | $32,447 |
| Fair Issac Corp | D | 2024-12-03 | 2024-12-12 | $188,755 | $188,356 | $188,356 | $399 |
| Federated Hermes Intl - 6031.042 shs | P | 2024-01-16 | 2024-12-12 | $54,029 | $1,068 | $1,068 | $52,961 |
| Federated Hermes Intl - 14.184 shs | P | 2024-01-31 | 2024-12-12 | $127 | $2 | $2 | $125 |
| Federated Hermes Intl - 29.56 shs | P | 2024-02-29 | 2024-12-12 | $265 | $7 | $7 | $258 |
| Federated Hermes Intl - 31.374 shs | P | 2024-03-28 | 2024-12-12 | $281 | $5 | $5 | $276 |
| Federated Hermes Intl - 33.378 shs | P | 2024-04-30 | 2024-12-12 | $299 | $10 | $10 | $289 |
| Federated Hermes Intl - 33.087 shs | P | 2024-05-31 | 2024-12-12 | $296 | $8 | $8 | $288 |
| Federated Hermes Intl - 32.959 shs | P | 2024-06-28 | 2024-12-12 | $295 | $7 | $7 | $288 |
| Federated Hermes Intl - 32.193 shs | P | 2024-07-31 | 2024-12-12 | $288 | $3 | $3 | $285 |
| Federated Hermes Intl - 30.733 shs | P | 2024-08-31 | 2024-12-12 | $275 | $1 | $1 | $274 |
| Federated Hermes Intl - 30.763 shs | P | 2024-09-30 | 2024-12-12 | $276 | -$2 | -$2 | $278 |
| Federated Hermes Intl - 33.015 shs | P | 2024-10-31 | 2024-12-12 | $296 | $2 | $2 | $294 |
| Federated Hermes Intl - 34.121 shs | P | 2024-11-29 | 2024-12-12 | $306 | $1 | $1 | $305 |
| Dimensional World ex US Co | P | 2024-08-21 | 2024-12-16 | $10,871 | -$223 | -$223 | $11,094 |
| Vanguard ESG US Stock Etf | P | 2024-12-12 | 2024-12-16 | $59,974 | -$517 | -$517 | $60,491 |
| Apple Inc - 200 shs | P | 2023-01-01 | 2024-12-12 | $49,948 | $49,802 | $49,802 | $146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $663,913 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $889 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,493 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,493 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,052 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KRISTOPHER DAHL | IndividualWithBooksNm |
| Phone | 6123383255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MARKET STREET SUITE 274A | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARGARET BULLITT-JONAS | ||||||||
| 275 Market Street Suite 274A | Minneapolis | MN | 55405 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT JONAS | ||||||||
| 275 Market Street Suite 274A | Minneapolis | MN | 55405 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,154,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,209,625 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,209,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,191,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,574 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,545 | TotalTaxAmt |
| Distributable Before Adj | $50,029 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,029 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,029 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $318,812 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $318,812 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,029 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $275,317 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $247,348 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $303,684 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $192,752 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $175,531 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,194,632 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $318,812 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,029 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $268,783 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,463,415 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $275,317 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,188,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $247,348 | ExcessFromYear4Amt |
| Excess From Year3 | $303,684 | ExcessFromYear3Amt |
| Excess From Year2 | $192,752 | ExcessFromYear2Amt |
| Excess From Year1 | $175,531 | ExcessFromYear1Amt |
| Excess From Current Year | $268,783 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Living Springs Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Market Street Suite 274A | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6123383255 | RecipientPhoneNum |
| Form And Info And Materials | TWO SETS OF GRANT PROPOSAL SHOULD BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARY FOCUS IS ON COMMUNITIES IN THE NEW ENGLAND AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGAPE COMMUNITY INC | ||||||
| 2062 GREENWICH ROAD | WARE | MA | 01082 | PC | GENERAL SUPPORT | $1,000 |
| ALLIANCE FOR TOMPOTIKA CONSERVATION | ||||||
| 21416 86TH AVE SW | VASHON | WA | 98070 | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| AMHERST SURVIVAL CENTER | ||||||
| PO BOX 9629 | NORTH AMHERST | MA | 01059 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| BETTER FUTURE PROJECT INC | ||||||
| 15 PROPERZI WAY | SOMERVILLE | MA | 02143 | PC | GENERAL OPERATING | $1,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PC | GENERAL OPERATING | $2,000 |
| CLIMATE MOBILIZATION PROJECT INC | ||||||
| 228 PARK AVENUE SOUTH PMB 87816 | NEW YORK | NY | 10003 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||
| 333 Bridge Street | Springfield | MA | 01103 | PC | GENERAL OPERATING - $5,000; NORTHAMPTON CONSERVATION ENDOWMENT - $12,500 | $17,500 |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE | ||||||
| ONE SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | PC | ANNUAL FUND - 1-YEAR PLEDGE $2,000; ANNUAL FUND YEAR 1 - 2 OF 3-YEAR PLEDGE $4,000 | $6,000 |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE | ||||||
| ONE SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | PC | GROWING RESILIENCE CAMPAIGN | $5,000 |
| CONWAY SCHOOL OF LANDSCAPE DESIGN | ||||||
| 88 VILLAGE HILL ROAD | NORTHAMPTON | MA | 01060 | PC | UNRESTRICTED, PLEDGE 3 OF 3-YEAR PLEDGE | $5,000 |
| CORPORATE ACCOUNTABILITY | ||||||
| 10 MILK ST STE 610 | BOSTON | MA | 02108 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| EAGLE EYE INSTITUTE | ||||||
| PO BOX 1282 | PERU | MA | 01235 | PC | GENERAL SUPPORT | $1,000 |
| EARTHJUSTICE | ||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | GENERAL SUPPORT | $75,000 |
| EPIPHANY SCHOOL INC | ||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| EPISCOPAL DIOCESE OF WESTERN MASSACHUSETTS | ||||||
| 37 CHESTNUT STREET | SPRINGFIELD | MA | 01103 | PC | HUMAN TO HUMAN PROGRAM | $5,000 |
| EPISCOPAL RELIEF AND DEVELOPMENT | ||||||
| PO BOX 3006 | HARLAN | IA | 51593 | PC | GENERAL SUPPORT | $2,000 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | GENERAL SUPPORT | $1,000 |
| FINCA INTERNATIONAL INC | ||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $1,500 |
| GREENFAITH | ||||||
| 1216 BROADWAY FLOOR 2 ROOM 1005 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING | $1,000 |
| GROW FOOD NORTHAMPTON INC | ||||||
| 221 PINE STREET SUITE 349 | FLORENCE | MA | 01062 | PC | GENERAL OPERATING | $2,000 |
| MASSACHUSETTS INTERFAITH POWER AND LIGHT | ||||||
| PO BOX 600163 | NEWTON | MA | 02460 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $75,000 |
| NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND INC | ||||||
| PO BOX 611 | NEWMARKET | NH | 03857 | PC | GENERAL SUPPORT | $2,000 |
| NEW ENGLAND PUBLIC MEDIA INC | ||||||
| 44 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | PC | GENERAL SUPPORT | $2,500 |
| NORTHAMPTON SURVIVAL CENTER | ||||||
| 265 PROSPECT STREET | NORTHAMPTON | MA | 01060 | PC | GENERAL OPERATING | $3,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| PO BOX 33787 | WASHINGTON | DC | 20033 | PC | GENERAL OPERATING | $1,000 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | ||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | PC | FOR LOCATIONS IN WESTERN MASSACHUSETTS | $1,000 |
| SOCIETY OF SAINT JOHN THE EVANGELIST | ||||||
| 980 MEMORIAL DRIVE | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING FUND | $2,500 |
| SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP INC | ||||||
| 649 STATE STREET | SPRINGFIELD | MA | 01109 | PC | GENERAL OPERATING | $1,500 |
| SOUTHERN POVERTY LAW CENTER INC | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | GENERAL SUPPORT | $75,000 |
| ST JOHN'S EPISCOPICAL CHURCH | ||||||
| PO BOX 253 | ASHFIELD | MA | 01330 | PC | ST JOHN'S THIRD CENTURY FUND (YR 3 OF 3) | $5,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | ||||||
| 25 CAREW STREET | CHICOPOEE | MA | 01020 | PC | GENERAL SUPPORT | $3,000 |
| UNION OF CONCERNED SCIENTISTS INC | ||||||
| TWO BRATTLE SQUARE SUITE 6 | CAMBRIDGE | MA | 02138 | PC | GENERAL SUPPORT | $1,000 |
| UNITED WAY OF FRANKLIN & HAMPSHIRE REGION | ||||||
| PO BOX 123 | NORTHAMPTON | MA | 01061 | PC | GENERAL OPERATING | $2,500 |
| UNITED WAY OF PIONEER VALLEY INC | ||||||
| 1441 MAIN STREET SUITE 147 | SPRINGFIELD | MA | 01103 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| THIRD SECTOR NEW ENGLAND INC | ||||||
| PO BOX 90774 | SPRINGFIELD | MA | 01139 | PC | GARDENING THE COMMUNITY CHECK THAT WAS NEVER CASHED | -$2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $311,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,060 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $663,913 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $699,993 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $699,993 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Margaret Bullitt-Jonas | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Market Street Suite 274A | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $198,875 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 86 shs Fair Issac Corporation (FICA) stock | NoncashPropertyDesc |
| Fair Market Value | $198,875 | FairMarketValueAmt |
| Received | 2024-12-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHERBURNE & DAHL, LTD | CategoryTxt |
| Amt | $14,541 | Amt |
| Net Investment Income | $7,271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,270 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK & EQUITY FUNDS - SCHED AVAIL UPON REQUEST | StockNm |
| EOY Book Value | $1,326,482 | EOYBookValueAmt |
| EOYFMV | $1,508,388 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Stock appreciation of stock donation | $198,477 |
| Stock basis adjustment | $1,794 |
| Dividends received 2025, on 2024 1099 | $21 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OF MN FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grants previously accrued and paid in 2024 | Desc |
| Amt | $29,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SCHWAB MANAGEMENT FEES | $5,755 | $5,755 | $0 | $0 |
| BANK FEES | $35 | $18 | $0 | $17 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID - SCHWAB | CategoryTxt |
| Amt | $253 | Amt |
| Net Investment Income | $253 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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