NASH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NASH FOUNDATION (EIN 41-6019142)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-26
- IRS object ID
- 202201169349102160
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-26T10:05:22-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416019142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Nash Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Ms Brooke Bailey | InCareOfNm |
| Business Name Control | NASH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Nicollet Avenue 19487 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | cynthia n tocho III | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 6125003177 | PhoneNum |
| Signature | 2022-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | cynthia n | PersonFirstNm |
| Person Last | tocho III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,880,373 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $646 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $646 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,098,497 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,434 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,665 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,249 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,249 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,900 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $16 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,302 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,567 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,935 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,935 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,447 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,620 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $433,132 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $522,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $522,964 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,524,282 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,315,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,357,409 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,957,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,838,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,880,373 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,957,414 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,838,632 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,957,414 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,838,632 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,957,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,838,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,957,414 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,782 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,838,632 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,838,632 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,098,497 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,086,063 | CostOrOtherBasisAmt |
| Gain Or Loss | $12,434 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,434 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,434 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,565 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,565 | SubtotalAmt |
| Tax Based On Investment Income | $1,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,808 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,808 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $243 | OverpaymentAmt |
| Applied To ES Tax | $243 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ms Brooke Bailey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6125003177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5305 Park Avenue | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| Barbara Atwood | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Nicolas Atwood | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, VP | 1.0 | $0 | $0 | $0 |
| Brooke Bailey | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Pres | 1.0 | $3,249 | $0 | $0 |
| John Brautigam | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Sec | 1.0 | $0 | $0 | $0 |
| Victoria C Lanyon | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Jeffrey Pierce Norton Jr | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Alyson Nash Tocho | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Cynthia N Tocho III | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,899,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $488,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,388,809 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,388,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,307,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,565 | TotalTaxAmt |
| Distributable Before Adj | $263,834 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $263,834 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $263,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,502 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $216,502 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $216,502 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $207,750 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $216,502 | QualifyingDistributionsAmt |
| Applied To Year1 | $207,750 | AppliedToYear1Amt |
| Applied To Current Year | $8,752 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $255,082 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABORTION CONVERSATION PROJECTS | |||||||
| 815 TOURNAMENT RD | PONTE VEDRA | FL | 32082 | N/A | PC | General & Unrestricted | $750 |
| ACEQUIA MADRE PTC INC | |||||||
| 700 ACEQUIA MADRE | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $1,500 |
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1140 PROFESSIONAL COURT | HAGERSTOWN | MD | 21740 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $500 |
| AVENUES FOR YOUTH | |||||||
| 1708 OAK PARK AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | General & Unrestricted | $500 |
| BIRD RESCUE CENTER | |||||||
| 3430 CHANATE RD | SANTA ROSA | CA | 95404 | N/A | PC | General & Unrestricted | $300 |
| BLAKE SCHOOL | |||||||
| 110 BLAKE RD S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $600 |
| CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA | |||||||
| 3276 MCNUTT AVE | WALNUT CREEK | CA | 94597 | N/A | PC | General & Unrestricted | $400 |
| CAPITAL PUBLIC RADIO INC | |||||||
| 7055 FOLSOM BLVD | SACRAMENTO | CA | 95826 | N/A | PC | General & Unrestricted | $300 |
| CASA DE ESPERANZA | |||||||
| 1821 UNIVERSITY AVE WEST S | ST PAUL | MN | 55104 | N/A | PC | Family Advocacy | $25,000 |
| COMPASSION INTERNATIONAL INCORPORATED | |||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80921 | N/A | PC | General & Unrestricted | $1,000 |
| ECOLOGY EDUCATION INC | |||||||
| 184 SIMPSON RD | SACO | ME | 04072 | N/A | PC | General & Unrestricted | $1,000 |
| EDUCATION FOR JUST PEACE IN THE MIDDLE EAST - DBA | |||||||
| PO BOX 3609 | WASHINGTON | DC | 20027 | N/A | PC | General & Unrestricted | $300 |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $2,500 |
| FRESH ENERGY | |||||||
| 408 SAINT PETER ST STE 220 | SAINT PAUL | MN | 55102 | N/A | PC | General & Unrestricted | $25,000 |
| FRIENDLY HOUSE INC | |||||||
| 36 WALL ST | WORCESTER | MA | 01604 | N/A | PC | General & Unrestricted | $1,750 |
| GENDER JUSTICE | |||||||
| 200 UNIVERSITY AVE W STE 200 | SAINT PAUL | MN | 55103 | N/A | PC | General & Unrestricted | $950 |
| GIRLS INCORPORATED OF WORCESTER | |||||||
| 125 PROVIDENCE ST | WORCESTER | MA | 01604 | N/A | PC | General & Unrestricted | $1,000 |
| GOVERNOR DUMMER ACADEMY | |||||||
| 1 ELM ST | BYFIELD | MA | 01922 | N/A | PC | General & Unrestricted | $300 |
| GRAND FORKS COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 5095 | GRAND FORKS | ND | 58206 | N/A | PC | General & Unrestricted | $4,300 |
| GREEN AMERICA | |||||||
| 1612 K ST NW SUITE 600 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 240 COMMERCIAL ST | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $300 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | N/A | PC | General & Unrestricted | $1,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC - TWIN CITI | |||||||
| 1954 UNIVERSITY AVE W | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $250 |
| HARM REDUCTION SISTERS | |||||||
| 1220 1/2 E 1ST ST APT A | DULUTH | MN | 55805 | N/A | PC | General & Unrestricted | $750 |
| HENNEPIN HISTORY MUSEUM | |||||||
| 2303 3RD AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $4,000 |
| INFACT | |||||||
| 10 MILK ST STE 610 | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL ACADEMY OF FINE ART | |||||||
| PO BOX 1832 | NEW HAVEN | CT | 06508 | N/A | PC | General & Unrestricted | $2,000 |
| JOSHUA INC | |||||||
| 2303 E DARTMOUTH AVE | ENGLEWOOD | CO | 80113 | N/A | PC | General & Unrestricted | $1,000 |
| JOYCE PRESCHOOL | |||||||
| 3400 PARK AVE | MINNEAPOLIS | MN | 55407 | N/A | PC | General & Unrestricted | $1,035 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $300 |
| LAGUNA DE SANTA ROSA FOUNDATION | |||||||
| 900 SANFORD RD | SANTA ROSA | CA | 95401 | N/A | PC | General & Unrestricted | $300 |
| LOPEZ ISLAND FAMILY RESOURCE CENTER | |||||||
| PO BOX 732 | LOPEZ ISLAND | WA | 98261 | N/A | PC | General & Unrestricted | $500 |
| LOYOLA UNIVERSITY MARYLAND INC | |||||||
| 4501 NORTH CHARLES ST | BALTIMORE | MD | 21210 | N/A | PC | General & Unrestricted | $250 |
| LUTHER COLLEGE | |||||||
| 700 COLLEGE DR | DECORAH | IA | 52101 | N/A | PC | General & Unrestricted | $90 |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $50 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELT | |||||||
| 350 S HUNTINGTON AVE | BOSTON | MA | 02130 | N/A | PC | General & Unrestricted | $500 |
| MATTHEW 25 MINISTRIES INC | |||||||
| 11060 KENWOOD RD | BLUE ASH | OH | 45242 | N/A | PC | General & Unrestricted | $500 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $2,800 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR ST | SAINT PAUL | MN | 55101 | N/A | PC | General & Unrestricted | $490 |
| MINNESOTA STATE UNIVERSITY MANKATO FOUNDATION INCO | |||||||
| 236 WIGLEY ADMINISTRATION CTR | MANKATO | MN | 56001 | N/A | PC | General & Unrestricted | $500 |
| MYHEALTH FOR TEENS AND YOUNG ADULTS INC | |||||||
| 15 8TH AVE S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $500 |
| NICHOLS SCHOOL OF BUFFALO | |||||||
| 1250 AMHERST ST | BUFFALO | NY | 14216 | N/A | PC | General & Unrestricted | $300 |
| NORMANDALE EVANGELICAL LUTHERAN CHURCH OF EDINA | |||||||
| 6100 NORMANDALE RD | EDINA | MN | 55436 | N/A | PC | normandale lutheran church for healing, normandale CENTER FOR HEALING AND WHOLENESS | $300 |
| PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DA | |||||||
| 671 VANDALIA ST | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $4,000 |
| SALVATION ARMY | |||||||
| 2445 PRIOR AVE N | ROSEVILLE | MN | 55113 | N/A | PC | General & Unrestricted | $300 |
| SECOND HARVEST HEARTLAND | |||||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | N/A | PC | General & Unrestricted | $75 |
| SECONDHAND HOUNDS | |||||||
| 5959 BAKER RD STE 390 | MINNETONKA | MN | 55345 | N/A | PC | General & Unrestricted | $1,000 |
| SHATTUCK-ST MARYS SCHOOLS | |||||||
| 1000 SHUMWAY AVE | FARIBAULT | MN | 55021 | N/A | PC | General & Unrestricted | $1,000 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | General & Unrestricted | $4,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | Maine Chapter | $750 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | For Sierra Club - Maine Chapter | $500 |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||
| 1712 RANDOLPH AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $750 |
| STEAMBOAT SPRINGS COUNCIL OF THE ARTS AND HUMANITI | |||||||
| PO BOX 774284 | STEAMBOAT SPR | CO | 80477 | N/A | PC | General & Unrestricted | $2,000 |
| TAMPA BAY PERFORMING ARTS CENTER | |||||||
| 1010 N WC MACINNES PL | TAMPA | FL | 33602 | N/A | PC | General & Unrestricted | $1,000 |
| TAMPA GENERAL HOSPITAL FOUNDATION INC | |||||||
| PO BOX 1289 | TAMPA | FL | 33601 | N/A | PC | General & Unrestricted | $4,000 |
| THE CEDAR CULTURAL CENTER INC | |||||||
| 416 CEDAR AVE S | MINNEAPOLIS | MN | 55454 | N/A | PC | The Cedar Public Access Channel | $25,000 |
| THE CLIMATE CENTER | |||||||
| PO BOX 3785 | SANTA ROSA | CA | 95402 | N/A | PC | General & Unrestricted | $400 |
| THE EARTHS BIRTHDAY PROJECT INC | |||||||
| PO BOX 1536 | SANTA FE | NM | 87504 | N/A | PC | General & Unrestricted | $100 |
| THE SCHUBERT CLUB | |||||||
| 75 5TH ST W STE 302 | SAINT PAUL | MN | 55102 | N/A | PC | General & Unrestricted | $500 |
| THE YOUTH SCIENCE INSTITUTE | |||||||
| 296 GARDEN HILL DR | LOS GATOS | CA | 95032 | N/A | PC | General & Unrestricted | $1,500 |
| TIDES FOUNDATION | |||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | N/A | PC | Florida Rights Restoration Coalition (FRRC) Education Fund | $500 |
| TREE TRUST | |||||||
| 1419 ENERGY PARK DR | SAINT PAUL | MN | 55108 | N/A | PC | General & Unrestricted | $25,000 |
| TWIN CITIES PUBLIC TELEVISION INC | |||||||
| 172 4TH ST E | SAINT PAUL | MN | 55101 | N/A | PC | General & Unrestricted | $195 |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION | |||||||
| 96 FALMOUTH ST | PORTLAND | ME | 04103 | N/A | PC | General & Unrestricted | $1,000 |
| UTAH ANIMAL RIGHTS COALITION | |||||||
| 824 S 400 W STE B106 | SALT LAKE CTY | UT | 84101 | N/A | PC | General & Unrestricted | $1,000 |
| VEAP INC | |||||||
| 9600 ALDRICH AVE S | BLOOMINGTON | MN | 55420 | N/A | PC | General & Unrestricted | $300 |
| VERMONT FOODBANK | |||||||
| 33 PARKER RD | BARRE | VT | 05641 | N/A | PC | General & Unrestricted | $750 |
| VISION LOSS RESOURCES INC | |||||||
| 1936 LYNDALE AVE S | MINNEAPOLIS | MN | 55403 | N/A | PC | General & Unrestricted | $4,000 |
| WASATCH ACADEMY | |||||||
| 120 S 100 W | MT PLEASANT | UT | 84647 | N/A | PC | General & Unrestricted | $300 |
| WAYZATA HISTORICAL SOCIETY | |||||||
| 402 LAKE ST E | WAYZATA | MN | 55391 | N/A | PC | General & Unrestricted | $4,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | General & Unrestricted | $600 |
| WILLOWIND THERAPEUTIC RIDING CENTER INC | |||||||
| 1140 STATE HWY 3 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $6,000 |
| WORCESTER ANIMAL RESCUE LEAGUE | |||||||
| 139 HOLDEN ST | WORCESTER | MA | 01606 | N/A | PC | General & Unrestricted | $500 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,935 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $646 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,585 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,434 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $112,665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,665 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $236,103 | $294,258 |
| INVESCO FTSE RAFI EMERGING MAR | $32 | $47 |
| ISHARES GOLD TR | $90,870 | $112,524 |
| SCHWAB FUNDAMENTAL EM MARKETS | $372,084 | $458,305 |
| SCHWAB FUNDAMENTAL INTERNATION | $204,640 | $262,740 |
| SCHWAB FUNDAMENTAL INTL LARGE | $335,658 | $432,440 |
| SCHWAB FUNDAMENTAL US LARGE CO | $328,170 | $462,821 |
| SCHWAB FUNDAMENTAL US SMALL CO | $176,923 | $306,379 |
| SCHWAB INTERMEDIATE US TRS ETF | $92,166 | $95,314 |
| SCHWAB STRATEGIC TREMERGING MK | $237,755 | $287,273 |
| SCHWAB STRATEGIC TRINTL SMALL | $144,863 | $185,494 |
| SCHWAB U.S. SMALL-CA | $243,563 | $376,507 |
| SCHWAB US LARGE CAP ETF | $427,939 | $622,883 |
| SCHWAB US REIT | $161,672 | $168,782 |
| SCHWAB US TIPS | $489,456 | $522,708 |
| SPDR BARCLAYS CAPITAL EMERGING | $94,922 | $92,109 |
| SPDR PORTFOLIO INTERMEDIATE TE | $47,554 | $50,279 |
| VANGUARD GLOBAL EX-US REAL EST | $27,924 | $27,838 |
| VANGUARD INTERMEDIATE TERM COR | $439,323 | $434,660 |
| VANGUARD MORTGAGE-BACKED SEC I | $96,126 | $96,813 |
| XTRACKERS INTERNATIONAL REAL E | $67,925 | $67,235 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $33,593 | $33,593 | |
| Bank Charges | $45 | $45 | |
| DIGITAL SUBSCRIPTIONS | $315 | $315 | |
| Postage/Delivery Service | $204 | $204 | |
| State or Local Filing Fees | $26 | $26 | |
| Website Hosting/Support | $164 | $164 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $1,400 |
| 990-PF Extension for 2020 | $13,500 |
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