LYNN AND GLORIA JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LYNN AND GLORIA JOHNSON FAMILY FOUNDATION (EIN 41-1407595)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-02-15
- IRS object ID
- 202230469349100603
- Schema version
- 2020v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-15T08:05:34-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST FIRST STREET SUITE 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411407595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNN AND GLORIA JOHNSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNN | BusinessNameControlTxt |
| Phone | 6516495800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 SHEPARD RD | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551163210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD JOHNSON | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 6516495800 | PhoneNum |
| Signature | 2022-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE BOYER | PreparerPersonNm |
| PTIN | P01278549 | PTIN |
| Phone | 2187275025 | PhoneNum |
| Preparation | 2022-02-13 | 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 | $14,157,145 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,357 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,357 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $784,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,502,174 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $784,721 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,513,435 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,013,435 | 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 |
| Accounting Fees Rev And Expnss | $3,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,733 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,732 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,668 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $429 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,939 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,186 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $847,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $847,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $936,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $849,736 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $577,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $955,034 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,364 | CashBOYAmt |
| Cash EOY | $70,384 | CashEOYAmt |
| Cash EOYFMV | $70,384 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,195,882 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,504,187 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,504,187 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,382,571 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,118,094 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,453,441 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,561,689 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,058,908 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,129,133 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,185,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,751,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,157,145 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,185,506 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,751,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,185,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,751,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,185,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,751,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,185,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $577,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,762,865 | SubtotalAmt |
| Other Decreases | $11,292 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,751,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,502,174 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,717,453 | CostOrOtherBasisAmt |
| Gain Or Loss | $784,721 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $784,721 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $784,721 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,480 | 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 | $15,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,205 | OverpaymentAmt |
| Applied To ES Tax | $2,205 | 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 | 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 | ARCADIA MANAGEMENT LLC | IndividualWithBooksNm |
| Phone | 6516963800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 SHEPARD ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55116 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| TODD JOHNSON | ||||||||
| 1999 SHEPARD ROAD | ST PAUL | MN | 55116 | PRESIDENT/TREASURER | 0.50 | $0 | $0 | $0 |
| MICHAEL JOHNSON | ||||||||
| 1999 SHEPARD ROAD | ST PAUL | MN | 55116 | VICE PRESIDENT/SECRETARY | 0.50 | $0 | $0 | $0 |
| ROBIN JOHNSON | ||||||||
| 1999 SHEPARD ROAD | ST PAUL | MN | 55116 | ASSISTANT TREASURER | 0.50 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,715,431 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $288,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,137,749 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,141,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,141,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,929,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $696,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $696,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,275 | TotalTaxAmt |
| Distributable Before Adj | $683,187 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $683,187 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $683,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $849,736 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $849,736 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $849,736 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $683,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $268,366 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $849,736 | QualifyingDistributionsAmt |
| Applied To Year1 | $268,366 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $581,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $101,817 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARIZONA STATE UNIVERSITY | ||||||||
| C/O CASH RECEIPTING PO BOX 2260 | TEMPE | AZ | 85280 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| AUGUSTANA UNIVERSITY | ||||||||
| 2001 S SUMMIT AVE | SIOUX FALLS | SD | 57197 | NONE | PC | SCHOLARSHIPS | $2,500 | |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET 700 | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $7,000 | |
| JEWISH COMMUNITY CENTER - ST PAUL | ||||||||
| 1375 SAINT PAUL AVE | VALLEY CITY | MN | 55116 | NONE | PC | PROGRAM SUPPORT | $125,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||||
| 12 N 12TH ST STE 480 | MINNEAPOLIS | MN | 55403 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| MINNEAPOLIS JEWISH DAY SCHOOL INC | ||||||||
| 4330 CEDAR LAKE RD | MINNEAPOLIS | MN | 55416 | NONE | PC | PROGRAM SUPPORT | $1,800 | |
| MINNESOTA HILLEL | ||||||||
| 1521 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | PROGRAM SUPPORT | $400,000 | |
| ODD MAN INN ANIMAL REFUGE | ||||||||
| 199 IKE BLEVINS JR RD PO BOX 1328 | JAMESTOWN | TN | 38556 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| PMC JIMMY FUND | ||||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | PROGRAM SUPPORT | $250 | |
| REBUILDING TOGETHER - TWIN CITIES | ||||||||
| 1050 SE 33RD AVENUE | MINNEAPOLIS | MN | 55414 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SAINT PAUL POLICE FOUNDATION | ||||||||
| PO BOX 65625 | ST PAUL | MN | 55165 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| SECOND HARVEST HEARTLAND | ||||||||
| 1140 GERVAIS AVENUE | MAPLEWOOD | MN | 55109 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| SHOLOM FOUNDATION | ||||||||
| 3610 PHILLIPS PKWY | MINNEAPOLIS | MN | 55426 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SURVIVOR MITZVAH PROJECT | ||||||||
| 2658 GRIFFITH PARK BLVD 299 | LOS ANGELES | CA | 90039 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| TEAMWOMENMN | ||||||||
| 1633 WEST END BLVD | ST LOUIS PARK | MN | 55416 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| UNIVERSITY OF MINNESOTA - TWIN CITIES | ||||||||
| MCNAMARA ALUMNI CENTER 200 OAK ST | MINNEAPOLIS | MN | 55455 | NONE | PC | SCHOLARSHIPS | $2,500 | SE |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | SCHOLARSHIPS | $200,000 | |
| UNIVERSITY OF ST THOMAS | ||||||||
| 2115 SUMMIT AVE | ST PAUL | MN | 55105 | NONE | PC | SCHOLARSHIPS | $2,500 | |
| WINGS FOR LIFE USA | ||||||||
| 2270 D WYOMING NE 130 | ALBUQUERQUE | NM | 87112 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| WINONA STATE UNIVERSITY | ||||||||
| PO BOX 5838 SOMSEN HALL 204 | WINONA | MN | 55987 | NONE | PC | SCHOLARSHIPS | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $847,550 | 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 | $7,357 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,357 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $784,721 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,013,435 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,013,435 | 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 | GLORIA JOHNSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 SHEPARD ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $3,465 | Amt |
| Net Investment Income | $1,733 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,732 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FORD MOTOR CO 8.875% DUE 01/15/2022 | $130,245 | $101,744 |
| AMGEN INC 2.2 DUE 27 | $155,070 | $155,296 |
| GOLDMAN SACHS GRP 5.0 DUE 23 | $44,138 | $61,322 |
| GOLDMAN SACHS GRP 5.0 DUE 23 | $65,558 | $41,610 |
| JPMORGAN CHASE 3.375 DUE 23 | $101,347 | $104,479 |
| PNC FINL SVCS 6.125 FXD/FLT PFD | $106,737 | $103,920 |
| US BANCORP VAR PFD H | $200,996 | $209,440 |
| WELLS FARGO & CO 5.85 FXD/FLT CL Q | $237,084 | $243,415 |
| MET 254 | $8,011 | $15,832 |
| PRU 879 | $9,722 | $92,075 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $249,018 | $341,159 |
| AMAZON.COM INC | $345,546 | $341,644 |
| AMERICAN TOWER CORP | $208,943 | $238,338 |
| AMPHENOL CORP-CL A | $158,836 | $279,958 |
| APTIV PLC | $125,625 | $258,910 |
| AUTOMATIC DATA PROCESSING | $170,888 | $214,514 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO[3] | $2,188,184 | $2,180,115 |
| CDW CORP/DE | $164,089 | $262,655 |
| CONSTELLATION BRANDS INC-A | $78,694 | $76,902 |
| FACEBOOK INC-A1 | $152,372 | $272,870 |
| INTL FLAVORS & FRAGRANCES | $108,231 | $116,470 |
| IQVIA HOLDINGS INC | $170,213 | $311,642 |
| MASTERCARD INC | $281,842 | $364,716 |
| MICROSOFT CORP | $306,728 | $488,004 |
| NIKE INC -CL B | $241,917 | $323,718 |
| SCHWAB (CHARLES) CORP | $184,521 | $356,989 |
| STERICYCLE INC | $142,799 | $204,862 |
| TJX COMPANIES INC | $156,585 | $204,274 |
| VERISK ANALYTICS INC-CL A | $147,601 | $204,476 |
| ZOETIS INC | $173,635 | $273,737 |
| AMGEN INC | $18,596 | $93,566 |
| ASTRONICS CORP | $11,945 | $101,935 |
| BOEING CORP | $36,282 | $105,571 |
| CONSOLIDATED COMMUNICATIONS HLDG INC. | $10,309 | $7,141 |
| COSTCO WHOLESALE CORP | $34,880 | $251,636 |
| CHEVRON TEXACO CORP | $461 | $1,015 |
| CONSOLIDATED EDISON INC | $82,192 | $99,448 |
| FORD MOTOR CO. | $100,211 | $88,075 |
| HERSHEY FOODS CORP | $62,020 | $148,940 |
| JOHNSON & JOHNSON | $14,313 | $142,120 |
| MCDONALDS CORP | $24,783 | $67,511 |
| METLIFE INC. | $62,295 | $128,831 |
| MANULIFE FINANCIAL CORP | $80,889 | $96,623 |
| NORFOLK SOUTHERN CORP | $54,814 | $193,793 |
| PRINCIPAL FINANCIAL GROUP | $35,164 | $76,636 |
| PROCTOR AND GAMBLE COMPANY | $38,731 | $116,034 |
| PARKER-HANNIFEN CORP | $29,399 | $79,692 |
| QUALCOMM INC | $75,058 | $139,298 |
| TARGET CORP | $18,292 | $91,508 |
| WISCONSIN ENERGY CP HLDG | $52,051 | $132,300 |
| WELLS FARGO & CO | $21,412 | $61,261 |
| XCEL ENERGY INC. | $62,938 | $133,750 |
| VANGUARD DIV APPRCTN ETF | $266,872 | $359,424 |
| SECTOR SPDR INDL SELECT | $43,049 | $162,308 |
| SECTOR SPDR TR CON STPLS | $71,529 | $151,448 |
| SECTOR SPDR HEALTH FUND | $53,342 | $107,624 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $11,292 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MN FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $56,668 | $56,668 | $0 |
| BANK FEES | $429 | $0 | $429 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $27,939 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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