DRISCOLL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DRISCOLL FOUNDATION (EIN 41-6012065)
- Tax period
- 2020-03-01 to 2021-02-28
- Filed
- 2022-01-11
- IRS object ID
- 202210119349100511
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-11T09:29:42-06:00 | ReturnTs |
| Tax Period End | 2021-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410445819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY COUNSELLING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416012065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRISCOLL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRIS | BusinessNameControlTxt |
| Phone | 6512280935 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH D HLAVKA | PersonNm |
| Person Title | PRES/DIR | PersonTitleTxt |
| Phone | 6512280935 | PhoneNum |
| Signature | 2022-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | HLAVKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY B MCCARRAGHER | PreparerPersonNm |
| PTIN | P00921913 | PTIN |
| Phone | 6512280935 | PhoneNum |
| Preparation | 2022-01-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $34,048,497 | 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 | $240,197 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $572,298 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $528,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,265,217 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,072,702 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,593,049 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $93,523 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $344,267 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,171,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,466,039 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,112 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,112 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $125,571 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,747 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $107,324 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,450 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,450 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $3,349 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $74,361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64,552 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $172,072 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $256,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $115,886 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,392,126 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,392,126 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,600,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $256,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,508,012 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,429,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,209,319 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl | $450,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,000,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $450,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $450,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $19,853,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,548,278 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,651,333 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,540,774 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,834,594 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,930,960 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,078,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,745,352 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,771,048 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | -$754,844 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$754,844 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,472,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,823,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,048,497 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $33,472,351 | CapitalStockBOYAmt |
| Capital Stock EOY | $26,823,380 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,472,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,823,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,472,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,823,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,472,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,429,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,042,954 | SubtotalAmt |
| Other Decreases | $219,574 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,823,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $14,690,607 | $12,942,979 | $1,747,628 | $1,747,628 |
| WASH SALES | P | $12,784 | $12,784 | $12,784 | |
| LONG TERM DISTRIBUTION | P | $272,080 | $272,080 | $272,080 | |
| NON-MARKETABLE GAIN/LOSS | P | $2,203,615 | $2,203,615 | $0 | $0 |
| AVISTONE INDUSTRIAL PROPERTY FUND I - SEC. 1231 | P | $1,474,216 | $1,474,216 | $1,474,216 | |
| SIT OPPORTUNITY BOND FUND - STCG | P | $27,783 | $27,783 | $27,783 | |
| SIT OPPORTUNITY BOND FUND - LTCG | P | $23,489 | $23,489 | $23,489 | |
| SIT OPPORTUNITY BOND FUND - GAIN ON PARTNERSHIP DISPOSITION | P | $28,316 | $28,316 | $28,316 | |
| SPELL CAPITAL MEZZANINE -STCL | P | $5 | -$5 | -$5 | |
| SPELL CAPITAL MEZZANINE -LTCL | P | $33,862 | -$33,862 | -$33,862 | |
| SPELL CAPITAL MEZZANINE - SEC. 1231 GAIN | P | $273 | $273 | $273 | |
| SPELL CAPITAL MEZZANINE II - SEC. 1231 GAIN | P | $60 | -$60 | -$60 | |
| SONEN GLOBAL - STCG | P | $31,003 | $31,003 | $31,003 | |
| SONEN GLOBAL - LTCG | P | $61,243 | $61,243 | $61,243 | |
| CPOF III - STCL | P | $207 | -$207 | -$207 | |
| CPOF III - LTCG | P | $23,143 | $23,143 | $23,143 | |
| CPOF III - SEC. 1231 LOSS | P | $60 | -$60 | -$60 | |
| CPOF III - SEC. 1256 LOSS | P | $9 | -$9 | -$9 | |
| CPOF IV - STCG | P | $1,257 | $1,257 | $1,257 | |
| CPOV IV - LTCG | P | $49,051 | $49,051 | $49,051 | |
| CPOF IV - SEC 1231 GAIN | P | $39 | $39 | $39 | |
| CPOF IV - SEC. 1256 LOSS | P | $310 | -$310 | -$310 | |
| CPOF V - STCL | P | $26,834 | -$26,834 | -$26,834 | |
| CPOF V - LTCG | P | $162,923 | $162,923 | $162,923 | |
| CPOF V - SEC. 1231 GAIN | P | $1,365 | $1,365 | $1,365 | |
| CPOF V - SEC. 1256 GAIN | P | $21 | $21 | $21 | |
| COF - STCG | P | $1,780 | $1,780 | $1,780 | |
| COF - LTCL | P | $83,547 | -$83,547 | -$83,547 | |
| CPOF VI - STCG | P | $1,452 | $1,452 | $1,452 | |
| CPOF VI - LTCG | P | $6,262 | $6,262 | $6,262 | |
| CPOF VI - SEC. 1231 LOSS | P | $28 | -$28 | -$28 | |
| HARVEST MLP INCOME FUND - STCL | P | $36,541 | -$36,541 | -$36,541 | |
| HARVEST MLP INCOME FUND - LTCL | P | $150,800 | -$150,800 | -$150,800 | |
| HARVEST MLP INCOME FUND - SEC. 1231 LOSS | P | $796 | -$796 | -$796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,593,049 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,510 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,510 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,510 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,411 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $93,511 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $190 | EsPenaltyAmt |
| Overpayment | $34,811 | OverpaymentAmt |
| Applied To ES Tax | $34,811 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FIDUCIARY COUNSELLING INC | IndividualWithBooksNm |
| Phone | 6512280935 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH S DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF RTOLZIN | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN B DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET L DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM L DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH D HLAVKA | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| W JOHN DRISCOLL DECEASED | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | FORMER PRESIDENT/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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY COUNSELLING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING & TAX | ServiceTypeTxt |
| Compensation | $125,461 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | 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 | $27,784,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,812,724 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,597,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,597,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $563,959 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,033,286 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,851,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,851,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,510 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,510 | TotalTaxAmt |
| Distributable Before Adj | $1,793,154 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,793,154 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,793,154 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,508,012 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,508,012 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,508,012 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,793,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,777,709 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,508,012 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,777,709 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,793,154 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,937,149 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,937,149 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,937,149 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,937,149 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH S DRISCOLL | ContributingManagerNm |
| Contributing Manager | ELIZABETH D HLAVKA | ContributingManagerNm |
| Contributing Manager | W JOHN DRISCOLL DECEASED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGROS INTERNATIONAL | ||||||||
| 2225 4TH AVE FL 2 | SEATTLE | WA | 981212000 | NONE | PC | NICARAGUA PROJECTS | $5,000 | |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION | ||||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 662112680 | NONE | PC | RESEARCH | $5,000 | |
| AMERICAN ENDOWMENT FOUNDATION | ||||||||
| 5700 DARROW ROAD SUITE | HUDSON | OH | 44236 | NONE | PC | THE DRISCOLL FAMILY FUND | $8,050,000 | |
| AMERICAN UNIVERSITY IN CAIRO | ||||||||
| 200 PARK AVENUE SUITE 1700 | NEW YORK | NY | 101660005 | NONE | PC | THE ANNUAL FUND | $5,000 | |
| ANNIE WRIGHT SCHOOL | ||||||||
| 827 N TACOMA AVE | TACOMA | WA | 984032832 | NONE | PC | THE POOL AND UPPER BOYS' SCHOOL BUILDING AND GALA SUPPORT | $127,912 | |
| BATES COLLEGE | ||||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 042400000 | NONE | PC | THE ANNUAL FUND | $1,000 | |
| BENNINGTON COLLEGE | ||||||||
| TR 67A 1 COLLEGE DRIVE | BENNINGTON | VT | 052010000 | NONE | PC | THE LIAM RECTOR SCHOLARSHIP FUND | $5,000 | |
| CAMARGO FOUNDATION | ||||||||
| 400 SIBLEY ST | SAINT PAUL | MN | 551011941 | NONE | PC | BOARD-DESIGNATED FUND FOR PROPERTY | $10,000 | |
| CAMERON AND HAYDEN LORD FOUNDATION | ||||||||
| 110 RIVERSIDE DR APT 12C | NEW YORK | NY | 100243733 | NONE | PC | UNRESTRICTED SUPPORT IN HONOR OF CAMERON AND HAYDEN AND THEIR AMAZING FAMILIES | $5,000 | |
| CAMP KOOCH I CHING | ||||||||
| 3515 MICHIGAN AVE | CINCINNATI | OH | 452081409 | NONE | PC | SCHOLARSHIPS FOR CAMP KOOCH I CHING | $2,500 | |
| CARLETON COLLEGE | ||||||||
| 1 N COLLEGE ST | NORTHFIELD | MN | 550574001 | NONE | PC | THE AREA OF GREATEST NEED | $10,000 | |
| CHATHAM HALL | ||||||||
| 800 CHATHAM HALL CIR | CHATHAM | VA | 245313084 | NONE | PC | THE ANNUAL FUND | $1,000 | |
| CHILDREN'S HOME & FAMILY SERVICES | ||||||||
| 2485 COMO AVE | SAINT PAUL | MN | 551081445 | NONE | PC | THE ANNUAL FUND | $1,000 | |
| CHILDREN'S MUSEUM OF TACOMA | ||||||||
| 1501 PACIFIC AVE STE 202 | TACOMA | WA | 984023317 | NONE | PC | GENERAL OPERATING SUPPORT IN HONOR OF LISA HOFFMAN'S LEADERSHIP | $5,000 | |
| CITIZENS UNITED FOR RESEARCH IN EPILEPSY (CURE) | ||||||||
| 420 N WABASH AVENUE SUITE 650 | CHICAGO | IL | 60611 | NONE | PC | OPERATING EXPENSES | $10,000 | |
| COLORADO COLLEGE | ||||||||
| 14 EAST CACHE LA POUDRE STREET | COLORADO SPRINGS | CO | 809033243 | NONE | PC | THE AREA OF GREATEST NEED | $5,000 | |
| COLORADO PUBLIC RADIO | ||||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 801122301 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COLORADO SHAKESPEARE FESTIVAL GUILD | ||||||||
| 277 UCB | BOULDER | CO | 80309 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COLORADO VINCENTIAN VOLUNTEERS | ||||||||
| 1732 N PEARL ST | DENVER | CO | 802031422 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| COMMUNITY FOUNDATION OF THE SAN LUIS VALLEY | ||||||||
| 610 STATE AVENUE | ALAMOSA | CO | 811012687 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COMMUNITY RESOURCE CENTER | ||||||||
| 789 N SHERMAN ST STE 210 | DENVER | CO | 802033530 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COURAGEOUS PARENTS NETWORK | ||||||||
| 21 ROCHESTER RD | NEWTON | MA | 024582517 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DARROW SCHOOL | ||||||||
| 110 DARROW RD | NEW LEBANON | NY | 121252608 | NONE | PC | TENNIS COURTS | $25,000 | |
| DAVIS PHINNEY FOUNDATION | ||||||||
| 357 S MCCASLIN BLVD SUITE 105 | LOUISVILLE | CO | 80027 | NONE | PC | THE ANNUAL FUND | $5,000 | |
| DAWSON SCHOOL | ||||||||
| 10455 DAWSON DRIVE | LAFAYETTE | CO | 80026 | NONE | PC | THE ANNUAL FUND | $10,000 | |
| DENVER ART MUSEUM | ||||||||
| 100 W 14TH AVENUE PKWY PO BOX 17765 | DENVER | CO | 802042713 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| DENVER HEALTH FOUNDATION | ||||||||
| 655 N BROADWAY STE 750 | DENVER | CO | 802033462 | NONE | PC | RESTRICTED TO THE RESEARCH PROJECT OF DR. ROBERT D. KEELEY, MD, MSPH, ENTITLED MOTIVATION INTERVIEWS ADAPTED FOR DEPRESSION TREATMENT IN PRIMARY CARE | $15,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 100061751 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 | |
| DODGE NATURE CENTER | ||||||||
| 365 MARIE AVE W | WEST ST PAUL | MN | 551183848 | NONE | PC | THE CAPITAL CAMPAIGN AND IS A 5-YEAR PLEDGE OF $250,000 | $50,000 | |
| DODGE NATURE CENTER | ||||||||
| 365 MARIE AVE W | WEST ST PAUL | MN | 551183848 | NONE | PC | THE ANNUAL FUND | $5,000 | |
| ECO-CYCLE | ||||||||
| 1901 63RD ST | BOULDER | CO | 803012953 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EMPOWERED LIFE CHURCH | ||||||||
| 322 S PACIFIC HIGHWAY | TALENT | OR | 97540 | NONE | PC | GENERAL OPERATING SUPPORT WITH A MATCH FROM THE JOHN W. DRISCOLL BRANCH | $50,000 | |
| FAMILY PARTNERSHIP | ||||||||
| 414 S 8TH ST | MINNEAPOLIS | MN | 554041025 | NONE | PC | THE CAPITAL CAMPAIGN AND IS A 3-YEAR PLEDGE OF $100,000 | $50,000 | |
| FRIENDS OF THE MISSISSIPPI RIVER | ||||||||
| 101 5TH ST E STE 2000 | SAINT PAUL | MN | 551011131 | NONE | PC | OPERATING EXPENSES | $10,000 | |
| FRIENDS OF THE ST PAUL PUBLIC LIBRARY | ||||||||
| 1080 MONTREAL AVE STE 2 | SAINT PAUL | MN | 551162692 | NONE | PC | THE ANNUAL FUND | $5,000 | |
| GREAT RIVER GREENING | ||||||||
| 251 STARKEY ST STE 2200 | SAINT PAUL | MN | 551071874 | NONE | PC | OPERATING EXPENSES | $10,000 | |
| GREATER TWIN CITIES UNITED WAY | ||||||||
| 404 S EIGHTH ST | MINNEAPOLIS | MN | 554041027 | NONE | PC | THE ANNUAL FUND | $25,000 | |
| HEADWATERS RELIEF ORGANIZATION | ||||||||
| 9400 GOLDEN VALLEY ROAD | GOLDEN VALLEY | MN | 55427 | NONE | PC | HAITI | $5,000 | |
| HEALTH STORY COLLABORATIVE | ||||||||
| 105 COOLIDGE HL | CAMBRIDGE | MA | 021385501 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN RD | LAKEVILLE | CT | 060392141 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HOUSE OF HOPE PRESBYTERIAN CHURCH | ||||||||
| 797 SUMMIT AVENUE | ST PAUL | MN | 55105 | NONE | PC | THE ANNUAL FUND | $5,000 | |
| INTERNATIONAL INSTITUTE OF MINNESOTA | ||||||||
| 1694 COMO AVE | SAINT PAUL | MN | 551082710 | NONE | PC | THE CAPITAL CAMPAIGN | $25,000 | |
| IPODERAC'S CHILDREN FUND | ||||||||
| PO BOX 371042 | DENVER | CO | 802375042 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| LEGACY OF THE LAKES MUSEUM | ||||||||
| PO BOX 1216 | ALEXANDRIA | MN | 56308 | NONE | PC | THE BOATHOUSE CHAIRS | $10,413 | |
| MACALESTER COLLEGE | ||||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 551051801 | NONE | PC | THE ANNUAL FUND | $1,000 | |
| MENTAL HEALTH ASSOCIATION OF COLORADO | ||||||||
| 1120 N LINCOLN ST STE 1606 | DENVER | CO | 802032141 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MINNEAPOLIS COLLEGE OF ART & DESIGN | ||||||||
| 2501 STEVENS AVE | MINNEAPOLIS | MN | 554044347 | NONE | PC | THE ANNUAL FUND | $1,000 | |
| MINNEAPOLIS INSTITUTE OF ARTS | ||||||||
| 2400 3RD AVE S | MINNEAPOLIS | MN | 554043506 | NONE | PC | THE ANNUAL FUND | $5,000 | |
| MINNESOTA AFRICAN AMERICAN HERITAGE MUSEUM AND GALLERY | ||||||||
| PO BOX 19344 | MINNEAPOLIS | MN | 554190344 | NONE | PC | GENERAL OPERATING SUPPORT IN HONOR JEFF AND JACK RAINEY | $7,500 | |
| MINNESOTA CENTER FOR BOOK ARTS | ||||||||
| 1011 WASHINGTON AVE S STE 100 | MINNEAPOLIS | MN | 554151279 | NONE | PC | OPERATING EXPENSES | $5,000 | |
| MINNESOTA CHILDREN'S MUSEUM | ||||||||
| 10 7TH ST W | SAINT PAUL | MN | 551022453 | NONE | PC | THE ANNUAL FUND | $1,000 | |
| MINNESOTA HISTORICAL SOCIETY | ||||||||
| 345 KELLOGG BLVD W | SAINT PAUL | MN | 551021903 | NONE | PC | NORTH STAR HERITAGE FUND | $5,000 | |
| MINNESOTA HISTORICAL SOCIETY | ||||||||
| 345 KELLOGG BLVD W | SAINT PAUL | MN | 551021903 | NONE | PC | PATRICK COLEMAN ENDOWED CHAIR AND IS A 4-YEAR PLEDGE OF $100,000 | $25,000 | |
| MINNESOTA HISTORICAL SOCIETY | ||||||||
| 345 KELLOGG BLVD W | SAINT PAUL | MN | 551021903 | NONE | PC | FORT SNELLING PROGRAMS | $67,000 | |
| MINNESOTA LAND TRUST | ||||||||
| 2356 UNIVERSITY AVE W SUITE 240 | SAINT PAUL | MN | 55114 | NONE | PC | THE CAPITAL CAMPAIGN - NORTH SHORE OF LAKE SUPERIOR | $50,000 | |
| MINNESOTA LANDSCAPE ARBORETUM FOUNDATION | ||||||||
| 3675 ARBORETUM DR | CHASKA | MN | 553189613 | NONE | PC | SLADE PERENNIAL GARDEN | $5,000 | |
| MINNESOTA MUSEUM OF AMERICAN ART | ||||||||
| 350 ROBERT STREET NORTH | SAINT PAUL | MN | 551011512 | NONE | PC | OPERATING FUNDS | $10,000 | |
| MINNESOTA PUBLIC RADIO | ||||||||
| 480 CEDAR ST | SAINT PAUL | MN | 551012217 | NONE | PC | THE BOARD ANNUAL CAMPAIGN ($5,000), THE GENERAL CAPITAL CAMPAIGN ($25,000) AND TO THE EARLY CHILDHOOD INITIATIVE ($25,000) | $65,000 | |
| MINNESOTA PUBLIC RADIO | ||||||||
| 480 CEDAR ST | SAINT PAUL | MN | 551012217 | NONE | PC | HORIZON FUND AT THE GLEN NELSON CENTER IN HONOR OF LIBBY HLAVKA'S LEADERSHIP | $15,000 | |
| MINNESOTANS' MILITARY APPRECIATION FUND | ||||||||
| PO BOX 2070 | MINNEAPOLIS | MN | 554020070 | NONE | PC | THE ANNUAL FUND | $5,000 | |
| NATIONAL FOUNDATION FOR ECTODERMAL DYSPLASIAS | ||||||||
| 6 EXECUTIVE DR STE 2 | FAIRVIEW HTS | IL | 622081360 | NONE | PC | GENERAL OPERATING SUPPORT IN HONOR OF THE KEENE FAMILY | $3,000 | |
| NATURE CONSERVANCY INC | ||||||||
| 4245 NORTH FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | NONE | PC | THE CAPITAL CAMPAIGN | $25,000 | |
| NEIGHBORHOOD DEVELOPMENT ALLIANCE | ||||||||
| 481 WABASHA ST S | SAINT PAUL | MN | 551071142 | NONE | PC | CDFI LOAN LOSS RESERVE | $20,000 | |
| NEIGHBORHOOD HOUSE | ||||||||
| 179 ROBIE ST E | SAINT PAUL | MN | 551072360 | NONE | PC | THE ANNUAL FUND | $5,000 | |
| OAKLAND CEMETERY ASSOCIATION | ||||||||
| 927 JACKSON STREET | SAINT PAUL | MN | 551175076 | NONE | PC | THE ANNUAL FUND | $5,000 | |
| PASADO'S SAFE HAVEN | ||||||||
| PO BOX 171 | SULTAN | WA | 982940171 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PRESBYTERIAN HOMES FOUNDATION | ||||||||
| 2845 NORTH HAMLINE AVENUE | ROSEVILLE | MN | 551137127 | NONE | PC | THE ANNUAL FUND | $1,000 | |
| SAVORY INSTITUTE | ||||||||
| 885 ARAPAHOE AVE | BOULDER | CO | 803026011 | NONE | PC | CARBON DRAWDOWN/REGENERATIVE AG | $5,000 | |
| SCIENCE MUSEUM OF MINNESOTA | ||||||||
| 120 KELLOGG BLVD W | SAINT PAUL | MN | 551021202 | NONE | PC | THE ANNUAL FUND | $5,000 | |
| SOMEPLACE SAFE | ||||||||
| PO BOX 815 | FERGUS FALLS | MN | 565380815 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | ||||||||
| 1712 RANDOLPH AVE | SAINT PAUL | MN | 551052159 | NONE | PC | THE CAPITAL CAMPAIGN - MATH AND SCIENCE CENTER AND IS A 5-YEAR PLEDGE OF $250,000 | $50,000 | |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | ||||||||
| 1712 RANDOLPH AVE | SAINT PAUL | MN | 551052159 | NONE | PC | THE ANNUAL FUND | $12,651 | |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | ||||||||
| 1712 RANDOLPH AVE | SAINT PAUL | MN | 551052159 | NONE | PC | THE CAPITAL CAMPAIGN | $80,000 | |
| STANFORD BUSINESS SCHOOL | ||||||||
| STANFORD UNIVERSITY GIFT PROCESSING | STANFORD | CA | 94309 | NONE | PC | THE GRADUATE SCHOOL OF BUSINESS | $2,000 | P O BOX 20466 |
| STANFORD UNIVERSITY | ||||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| STANFORD UNIVERSITY | ||||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | THE SCHOOL OF ENGINEERING | $1,000 | |
| STANFORD UNIVERSITY | ||||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | THE SCHOOL OF MEDICINE | $1,000 | |
| SUGARLOAF THE NORTH SHORE STEWARDSHIP ASSOCIATION | ||||||||
| 6008 LONDON RD | DULUTH | MN | 558042523 | NONE | PC | THE ANNUAL FUND | $1,000 | |
| TACOMA ART MUSEUM | ||||||||
| 1701 PACIFIC AVE | TACOMA | WA | 984023214 | NONE | PC | GENERAL OPERATING SUPPORT IN HONOR OF BILL DRISCOLL AND LISA HOFFMAN | $5,000 | |
| THE BRIDGE FOR YOUTH | ||||||||
| 1111 W 22ND ST | MINNEAPOLIS | MN | 554052705 | NONE | PC | OPERATING EXPENSES | $10,000 | |
| THE DENVER FOUNDATION | ||||||||
| 1009 GRANT STREET | DENVER | CO | 802032900 | NONE | PC | THE BASCH FUND | $31,150 | |
| THINK SMALL | ||||||||
| 10 YORKTON CT | SAINT PAUL | MN | 551171065 | NONE | PC | THE ANNUAL FUND | $1,000 | |
| UNITED NEGRO COLLEGE FUND INC | ||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 200013186 | NONE | PC | THE ANNUAL FUND | $3,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| PO BOX 860266 | MINNEAPOLIS | MN | 554552010 | NONE | PC | THE CHARLES F. BUGNUM FAMILY SCHOLARSHIP | $10,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| BOX 358432 1000 COMMERCE STREET | TACOMA | WA | 98402 | NONE | PC | CHANCELLOR'S STUDENT OPPORTUNITY FUND AND IS THE 5TH PAYMENT ON A 5-YEAR PLEDGE OF | $20,000 | |
| VASSAR COLLEGE | ||||||||
| 124 RAYMOND AVE BOX 12 | POUGHKEEPSIE | NY | 126040001 | NONE | PC | THE ANNUAL FUND | $1,000 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 2660 LARIMER | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING IN CONTINUED APPRECIATION OF JIM WHITE AND DIANNA KUNZ | $10,000 | |
| WALKER ART CENTER | ||||||||
| 725 VINELAND PL | MINNEAPOLIS | MN | 554031139 | NONE | PC | THE ANNUAL FUND | $1,000 | |
| WILDERNESS INQUIRY INC | ||||||||
| 1611 COUNTY RD B WEST SUITE 315 | ST PAUL | MN | 55113 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| WILDERNESS INQUIRY INC | ||||||||
| 1600 GRAND AVE | ST PAUL | MN | 55113 | NONE | PC | GENERAL OPERATING SUPPORT IN HONOR OF JACK AND KIRSTEN DRISCOLL | $5,000 | |
| WOLF RIDGE ENVIRONMENTAL LEARNING CENTER | ||||||||
| 6282 CRANBERRY RD | FINLAND | MN | 556039727 | NONE | PC | THE CAPITAL CAMPAIGN - LAKE SUPERIOR BUILDING | $50,000 | |
| YALE UNIVERSITY | ||||||||
| OFFICE OF DEVELOPMENT CONTRIBUTION | NEW HAVEN | CT | 065212038 | NONE | PC | THE ANNUAL FUND | $3,000 | PROCESSING PO BOX 2038 |
| YALE UNIVERSITY | ||||||||
| OFFICE OF DEVELOPMENT CONTRIBUTION | NEW HAVEN | CT | 065212038 | NONE | PC | THE ANNUAL FUND | $2,500 | PROCESSING PO BOX 2038 |
| YMCA OF THE GREATER TWIN CITIES | ||||||||
| 651 NICOLLET MALL SUITE 500 | MINNEAPOLIS | MN | 55402 | NONE | PC | CAMP WARREN | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,392,126 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $572,298 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $93,511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,265,217 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 965(A) INCOME INCLUSION | Desc |
| Related Or Exempt Function Incm | $12 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,931,026 | ExclusionAmt |
| Related Or Exempt Function Incm | $12 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,931,038 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | SOFTWARE INCLUSION | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LINCOLN STREET FUND | |||||||
| 1 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $20,000 | Yes (X) | |
| 1995 REV TRUST OF ELIZABETH S DRISCOLL | |||||||
| 2 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $200,148 | Yes (X) | Yes (X) |
| JOHN B DRISCOLL REVOCABLE TRUST | |||||||
| 3 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $20,049 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 2,043 SHARES GENERAL MILLS INC | $120,016 | 2020-12-21 |
| 2 | 459 SHARES 3M COMPANY | $80,132 | 2020-12-21 |
| 3 | 468 SHARES POTLATCHDELTIC STOCK | $20,049 | 2020-11-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING AND TAX SERVICE | $125,461 | $16,692 | $107,269 |
| AUDIT FEES | $110 | $55 | $55 |
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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GUGGENHEIM TOTAL RETURN BOND FD INSTL | $1,546,836 | $1,633,577 |
| PERFORMANCE TRUST STRATEGIC BOND FD | $1,654,857 | $1,645,667 |
| PIMCO INCOME FUND INSTITUTIONAL FUND | $1,632,901 | $1,651,716 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AQR EMERGING MULTI STYLE FUND CL R6 | $411,179 | $630,233 |
| CLEARWATER INTERNATIONAL FUND | $2,152,021 | $2,689,372 |
| FIDELITY CASH RESERVES | $280,185 | $280,185 |
| PIMCO ALL ASSET INST CLASS | $1,556,821 | $1,756,148 |
| POTLATCHDELTIC | $1,953 | $89,726 |
| SONEN GLOBAL PUBLIC EQUITY FD | $999,434 | $1,447,318 |
| THIRD AVENUE REAL ESTATE VALUE FD | $769,124 | $1,124,046 |
| VANGUARD PRIMECAP CORE FD | $487,521 | $1,194,710 |
| WEYERHAEUSER CO | $311,457 | $1,528,350 |
| WILLIAM BLAIR MACRO ALLOCATION FD | $1,892,156 | $1,736,115 |
| TORTOISE MLP AND PIPELINE FD | $755,500 | $740,229 |
| VANGUARD 500 INDEX FD ADM SHS | $1,619,035 | $1,656,304 |
| VANGUARD SELECTED VALUE FD | $809,035 | $884,314 |
| CLEARWATER SELECT EQUITY FUND | $1,696,605 | $2,865,911 |
| VANGUARD EMERGING MKTS STK INDEX INSTL | $452,632 | $547,756 |
| WCM FOCUSED EMERGING MARKETS FUND INSTL | $301,585 | $378,774 |
| VANGUARD REIT INDEX FD ADM | $1,052,035 | $1,101,842 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLEARWATER OPPORTUNITY FUND | AT COST | $1,042,714 | $1,078,674 |
| CLEARWATER OPPORTUNITY FUND VI | AT COST | $690,000 | $722,121 |
| CLEARWATER PRIVATE OPP FD IV | AT COST | $120,000 | $379,709 |
| CLEARWATER PRIVATE OPP FD V | AT COST | $1,700,000 | $2,646,891 |
| HARVEST MLP INCOME FUND LLC | AT COST | $745,547 | $763,154 |
| LONE STAR GROWTH CAPITAL LP | AT COST | $775,385 | $346,759 |
| SPELL MEZZANINE PARTNERS SBIC II LP | AT COST | $945,000 | $1,186,277 |
| SPELL MEZZANINE PARTNERS SBIC LP | AT COST | $121,706 | $870,470 |
| CLEARWATER PRIVATE OPP FD III | AT COST | $0 | $175,363 |
| CLEARWATER PRIVATE OPP FD VII | AT COST | $105,000 | $101,630 |
| SAINT PAUL PROPERTIES FUND VII, LLC | AT COST | $500,000 | $500,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,112 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,112 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $0 | $679 | $679 |
| DUE TO/DUE FROM | $0 | -$755,523 | -$755,523 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENTS | $1,299 |
| NON TAXABLE DIFFERENCE BETWEEN COST & FMV OF CONTRIBUTIONS TO FOUNDATION | $218,275 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (46 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLEARWATER OPPORTUNITY FUND #82-2233098 | $0 | $0 | $0 |
| OTHER DEDUCTIONS | $0 | $8,498 | $0 |
| CLEARWATER PRIVATE OPP FD III #26-2251284 | $0 | $0 | $0 |
| ROYALTY DEDUCTIONS | $0 | $5 | $0 |
| SEC. 59(E)(2) | $0 | $346 | $0 |
| OTHER PORTFOLIO DEDUCTIONS | $0 | $63 | $0 |
| OTHER DEDUCTIONS | $0 | $4,577 | $0 |
| SEC. 965C | $0 | $2 | $0 |
| CLEARWATER PRIVATE OPP FD IV #45-2978316 | $0 | $0 | $0 |
| SEC. 179 | $0 | $4 | $0 |
| ROYALTY DEDUCTIONS | $0 | $11 | $0 |
| SEC. 59(E)(2) | $0 | $640 | $0 |
| OTHER PORTFOLIO DEDUCTIONS | $0 | $95 | $0 |
| OTHER DEDUCTIONS | $0 | $7,705 | $0 |
| SEC. 965C | $0 | $1 | $0 |
| CLEARWATER PRIVATE OPP FD V #46-5036194 | $0 | $0 | $0 |
| ROYALTY DEDUCTIONS | $0 | $689 | $0 |
| SEC. 59(E)(2) | $0 | $13,296 | $0 |
| OTHER PORTFOLIO DEDUCTIONS | $0 | $11 | $0 |
| SECTION 743B NEGATIVE ADJUSTMENTS | $0 | $213 | $0 |
| OTHER DEDUCTIONS | $0 | $47,267 | $0 |
| SEC. 965C | $0 | $3 | $0 |
| CLEARWATER PRIVATE OPP FUND VI #82-2245537 | $0 | $0 | $0 |
| ROYALTY DEDUCTIONS | $0 | $7 | $0 |
| SEC. 59(E)(2) | $0 | $51 | $0 |
| PORTFOLIO DEDUCTIONS | $0 | $3 | $0 |
| SECTION 743B NEGATIVE ADJUSTMENTS | $0 | $600 | $0 |
| OTHER DEDUCTIONS | $0 | $36,858 | $0 |
| LONE STAR GROWTH CAPITAL LP #41-2192242 | $0 | $0 | $0 |
| OTHER PORTFOLIO DEDUCTIONS | $0 | $184 | $0 |
| OTHER DEDUCTIONS | $0 | $5,030 | $0 |
| SIT OPPORTUNITY BOND FUND #41-1966452 | $0 | $0 | $0 |
| OTHER DEDUCTIONS | $0 | $5,854 | $0 |
| SPELL MEZZANINE PARTNERS #37-1661465 | $0 | $0 | $0 |
| SEC. 179 | $0 | $401 | $0 |
| OTHER DEDUCTIONS | $0 | $573 | $0 |
| HARVEST MLP INCOME FUND #27-2968896 | $0 | $0 | $0 |
| OTHER DEDUCTIONS | $0 | $5,660 | $0 |
| SPELL CAPITAL MEZZANINE PARTNERS II #35-2600658 | $0 | $0 | $0 |
| SEC. 179 | $0 | $191 | $0 |
| OTHER DEDUCTIONS | $0 | $828 | $0 |
| SONEN GLOBAL PACIFIC EQUITY FUND #61-1699924 | $0 | $0 | $0 |
| OTHER DEDUCTIONS | $0 | $30,275 | $0 |
| CLEARWATER PRIVATE OPP FUND VII #84-5014159 | $0 | $0 | $0 |
| OTHER DEDUCTIONS | $0 | $2,131 | $0 |
| SECTION 965 OFFSET | $12 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (89 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $58,750 | $0 | $58,750 |
| 2019 UBTI TAX REFUND | $8,500 | $0 | $8,500 |
| 2019 EXCISE TAX REFUND | $26,261 | $0 | $26,261 |
| CLEARWATER OPPORTUNITY FUND #82-2233098 | $0 | ||
| INTEREST | $86 | ||
| DIVIDENDS | $20,318 | ||
| OTHER PORTFOLIO INCOME (LOSS) | $4,589 | ||
| OTHER INCOME | $1,633 | ||
| CLEARWATER PRIVATE OPP FUND III #26-2251284 | $0 | ||
| ORDINARY INCOME | $955 | ||
| RENTAL INCOME | -$181 | ||
| PORTFOLIO INTEREST | $1,220 | ||
| DIVIDENDS | $7,793 | ||
| ROYALTIES | $21 | ||
| OTHER PORTFOLIO INCOME/LOSS | $196 | ||
| CANCELLATION OF DEBT INCOME | $512 | ||
| SEC. 965A | $6 | ||
| SUBPART F INCOME | $6 | ||
| OTHER INCOME | -$179 | ||
| LESS: UBTI INCOME | -$1,266 | ||
| CLEARWATER PRIVATE OPP FUND IV #45-2978316 | $0 | ||
| ORDINARY INCOME (LOSS) | -$868 | ||
| OTHER NET RENTAL INCOME | $60 | ||
| PORTFOLIO INTEREST | $1,550 | ||
| DIVIDENDS | $2,149 | ||
| ROYALTIES | $39 | ||
| OTHER PORTFOLIO INCOME (LOSS) | -$86 | ||
| CANCELLATION OF DEBT INCOME | $603 | ||
| SEC. 965A | $2 | ||
| SUBPART F INCOME | $4 | ||
| OTHER INCOME | $707 | ||
| PLUS: UBTI LOSS | -$14,812 | ||
| CLEARWATER PRIVATE OPP FUND V #XXX-XX-XXXX | $0 | ||
| ORDINARY INCOME | -$11,559 | ||
| RENTAL INCOME | $191 | ||
| OTHER NET RENTAL INCOME | $48 | ||
| INTEREST | $6,802 | ||
| DIVIDENDS | $23,979 | ||
| ROYALTIES | $1,862 | ||
| OTHER PORTFOLIO INCOME (LOSS) | -$3,393 | ||
| CANCELLATION OF DEBT INCOME | $5,710 | ||
| SEC. 965A | $4 | ||
| SUBPART F INCOME | $11 | ||
| OTHER INCOME | $55 | ||
| PLUS: UBTI LOSS | $7,722 | ||
| CLEARWATER PRIVATE OPP FUND VI #82-2245537 | $0 | ||
| ORDINARY INCOME (LOSS) | -$3,705 | ||
| OTHER NET RENTAL INCOME | $21 | ||
| INTEREST | $657 | ||
| DIVIDENDS | $2,942 | ||
| ROYALTIES | $518 | ||
| OTHER INCOME (LOSS) | -$11 | ||
| PLUS: UBTI LOSS | $6,380 | ||
| SPELL CAPITAL MEZZANINE PARTNERS | $0 | ||
| ORDINARY INCOME | $13,367 | ||
| PORTFOLIO INTEREST | $763 | ||
| DIVIDENDS | $16 | ||
| OTHER PORTFOLIO INCOME (LOSS) | -$1,378 | ||
| LESS: UBTI GAIN | -$12,214 | ||
| LONE STAR GROWTH CAPITAL LP #41-2192242 | $0 | ||
| ORDINARY INCOME (LOSS) | -$7,573 | ||
| PLUS: UBTI LOSS | $4,718 | ||
| PORTFOLIO INTEREST | $12,131 | ||
| SIT OPPORTUNITY BOND FUND, LLC | $0 | ||
| PORTFOLIO INTEREST | $989 | ||
| PORTFOLIO DIVIDENDS | $70,608 | ||
| HARVEST MLP INCOME FUND | $0 | ||
| ORDINARY INCOME (LOSS) | $78,300 | ||
| RENTAL INCOME | $29 | ||
| INTEREST | $190 | ||
| DIVIDENDS | $11,936 | ||
| OTHER PORTFOLIO INCOME (LOSS) | $4 | ||
| CANCELLATION OF DEBT INCOME | $12 | ||
| OTHER INCOME | $48 | ||
| LESS: UBTI INCOME | -$77,504 | ||
| SPELL CAPITAL MEZZANINE PARTNERS II | $0 | ||
| ORDINARY INCOME | $219,350 | ||
| INTEREST | $19 | ||
| PLUS: UBTI LOSS | $10,324 | ||
| SONEN GLOBAL PACIFIC EQUITY FUND | $0 | ||
| INTEREST | $114 | ||
| DIVIDENDS | $13,831 | ||
| OTHER PORTFOLIO LOSS | -$141 | ||
| CLEARWATER PRIVATE OPP FUND VII #84-5014159 | $0 | ||
| ORDINARY INCOME | -$40 | ||
| PLUS: UBTI LOSS | $40 | ||
| SAINT PAUL PROPERTIES FUND VII LLC | $0 | ||
| NET RENTAL REAL ESTATE INCOME (LOSS) | -$56,975 | ||
| SECTION 965(A) INCOME INCLUSION | $12 | $12 | $12 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MN COUNCIL ON FOUNDATIONS | CategoryTxt |
| Amt | $4,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,450 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1994 CHARITABLE REMAINDER ANNUITY TR OF RWD JR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAYMENTS | $65,861 | $0 | $0 |
| FEDERAL UBTI TAX PAYMENTS | $8,500 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $0 | $9,989 | $0 |
| CLEARWATER OPPORTUNITY FUND | $0 | $2,737 | $0 |
| FOREIGN TAXES THRU CPOF III | $0 | $211 | $0 |
| FOREIGN TAXES THRU CPOF IV | $0 | $54 | $0 |
| FOREIGN TAXES THRU CPOF V | $0 | $206 | $0 |
| FOREIGN TAXES THRU HARVEST MLP INCOME FUND | $0 | $1,582 | $0 |
| FOREIGN TAXES THRU SONEN GLOBAL | $0 | $1,295 | $0 |
| STATE TAX WITHHOLDING THRU PARTNERSHIPS | $0 | $48,478 | $0 |
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