EAGLE AND THE HAWK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EAGLE AND THE HAWK FOUNDATION (EIN 41-1856926)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-10
- IRS object ID
- 202232839349100803
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-10T12:57:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411834878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR OAK GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 BROADWAY STREET NE STE 640 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411856926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EAGLE AND THE HAWK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAGL | BusinessNameControlTxt |
| Phone | 9525121165 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 BROADWAY STREET NE SUITE 640 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES HARTWELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9525121165 | PhoneNum |
| Signature | 2022-10-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | HARTWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01084498 | PTIN |
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 | 2021 | 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 | $5,760,691 | 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 | $190,106 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,670 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $476,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $243,465 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,696 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,696 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $525,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $334,932 | 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 | $23,283 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,283 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,367 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,236 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,223 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $223,534 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $223,534 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $247,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $306,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,391 | CashBOYAmt |
| Cash EOY | $917 | CashEOYAmt |
| Cash EOYFMV | $917 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $393,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $413,345 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $413,345 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,514,603 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,743,933 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,346,429 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,910,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,158,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,760,691 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,472,688 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,472,688 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,437,914 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,685,507 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,910,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,158,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,910,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,158,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,910,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $247,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,158,195 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,158,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| P | $2,957 | $2,957 | |||
| P | $84,149 | $84,149 | |||
| ISHARES CORE U.S. AGGREGATE | P | -$1,100 | -$1,100 | $250,428 | $251,528 |
| ISHARES RUSSELL 2000 | P | $115,129 | $115,129 | $181,298 | $66,169 |
| VANGUARD FTSE DEVELOPED MARKET | P | $7,161 | $7,161 | $38,928 | $31,767 |
| P | $29,566 | $29,566 | |||
| CAPITAL GAINS DIVIDENDS | P | $5,603 | $5,603 | $5,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,465 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,254 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,254 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,254 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,775 | 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 | $2,775 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,479 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES BELL HARTWELL | IndividualWithBooksNm |
| Phone | 9525121165 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BROADWAY PLACE RIDGE 3001 BROADWAY | AddressLine1Txt |
| Address Line2 | STREET NE SUITE 640 | AddressLine2Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES BELL HARTWELL | |||||||||
| BROADWAY PLACE RIDGE 3001 BROADWAY | ST NE STE 640 | MINNEAPOLIS | MN | 55413 | CHIEF EXECUTIVE OFFICER | 0.00 | $0 | $0 | $0 |
| MAUREEN PELTON | |||||||||
| BROADWAY PLACE RIDGE 3001 BROADWAY | ST NE STE 640 | MINNEAPOLIS | MN | 55413 | CHIEF FINANCIAL OFFICER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $4,973,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $443,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,416,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,416,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,248 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,335,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,763 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,763 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,254 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,254 | TotalTaxAmt |
| Distributable Before Adj | $262,509 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $262,509 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $262,509 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,559 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $223,559 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $222,470 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $223,559 | QualifyingDistributionsAmt |
| Applied To Year1 | $222,470 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,089 | 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 | $261,420 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES BELL HARTWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BROADWAY PLACE RIDGE 3001 BROADWAY | AddressLine1Txt |
| Address Line2 | STREET NE STE 640 | AddressLine2Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9525121165 | RecipientPhoneNum |
| Form And Info And Materials | PAST AND PRESENT INFORMATION ABOUT THE APPLICANT, BUDGET, PROJECTIONS, USE OF FUNDS, OTHER FUND RAISING EFFORTS, TAX EXEMPTION LETTER, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIANCE FOR DECISIONS EDUCATION | ||||||
| 1 BELMONT AVE SUITE 610 | BALA CYNWYD | PA | 19004 | PUBLIC CHARITY | TO IMPROVE LIVES BY EMPOWERING STUDENTS WITH ESSENTIAL SKILLSAND DISPOSITIONS FOR MAKING BETTER DECISIONS. | $5,000 |
| BROWN UNIVERSITY | ||||||
| 110 ELM STREET | PROVIDENCE | RI | 02912 | PUBLIC CHARITY | EDUCATION | $20,000 |
| CALLISTO | ||||||
| 1616 CASTRO ST | SAN FRANCISCO | CA | 94114 | PUBLIC CHARITY | TO ASSIST IN THE DEVELOPMENT OF TECHNOLOGY TO COMBAT SEXUAL HARASSMENT. | $25,000 |
| CEL EDUCATION FUND | ||||||
| 1330 BROADWAY 3RD FLOOR | OAKLAND | CA | 946122503 | PUBLIC CHARITY | POWERFUL COMMUNITIES PROGRAM AND FISCAL SPONSORSHIP, INNOVATION, COLLABORATION | $25,000 |
| CHRISTIAN CENTER OF PARK CITY | ||||||
| 1283 DEER VALLEY DRIVE | PARK CITY | UT | 84060 | PUBLIC CHARITY | HUMANITARIAN COMMUNITY RESOURCE CENTER | $20,953 |
| COMMUNITY FOUNDATION | ||||||
| 2257 SOUTH 1100 EAST - SUITE 205 | SALT LAKE CITY | UT | 84106 | PUBLIC CHARITY | ASSIST ASPIRING HOMEOWNERS ALONG THE PATH TO HOMEOWNERSHIP,DEVELOP SUSTAINABLE AND AFFORDABLE HOUSING, REVITALIZE AND STABILIZENEIGHBORHOODS AND COMMUNITIES, AND PROMOTE SELF-SUFFICIENCY THOUGHHOME OWNERSHIP. | $1,031 |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | ADDRESSING HUNGER IN AMERICA | $200 |
| HOLISTIC LIFE FOUNDATION | ||||||
| 1014 W 36TH STREET - SUITE 403 | BALTIMORE | MD | 21211 | PUBLIC CHARITY | CREATING OPPORTUNITIES FOR YOUNG ADULTS TO BECOME A GENERATIONOF HEALTHY, SUPPORTED, MINDFUL STUDENTSWITH THE KNOWLEDGE, ACCESS, AND SUPPORT TO BE SUCCESSFUL. | $12,875 |
| HUMANE SOCIETY | ||||||
| 1255 23RD STREET NW - SUITE 450 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | WORKING TO END ALL FORMS OF ANIMAL CRUELTY AND ACHIEVE THE VISIONBEHIND OUR NAME: A HUMANE SOCIETY. | $206 |
| IGNITE | ||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | PUBLIC CHARITY | TO BUILD A MOVEMENT OF YOUNG WOMEN WHO ARE READY AND EAGER TO BECOME THE NEXT GENERATION OF POLITICAL LEADERS. | $30,435 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 263 WEST 38TH ST 6TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | RESPONDS TO THE WORLD'S MOST HUMANITARIAN CRISES AND HELPS PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER TO SURVIV, RECOVER AND GAIN CONTROL OF THEIR FUTURE. | $250 |
| MONROE INSTITUTE | ||||||
| 365 ROBERTS MOUNTAIN ROAD | FABER | VA | 22938 | PUBLIC CHARITY | HELPING PEOPLE CREATE MORE MEANINGFUL AND JOYFUL LIVES THROUGHTHE GUIDED EXPLORATION OF EXPANDED CONSCIOUSNESS. | $5,128 |
| NAACP | ||||||
| 4805 MOUNT HOPE DRIVE | BALTIMORE | MD | 21215 | PUBLIC CHARITY | ENSURE A SOCIETY IN WHICH ALL INDIVIDUALS HAVE EQUAL RIGHTS ANDTHERE IS NO RACIAL HATRED OR RACIAL DISCRIMINATION. COMMITTED TO DISMANTLINGRACISM AND DISRUPTING INEQUALITY TO CREATE A SOCIETY WHERE ALL PEOPLE CANTRULY BE FREE. THIS MEANS ADDRESSING ISSUES MOST IMPORTANT TO THE BLACKCOMMUNITY. | $200 |
| NAACP (LEGAL DEFENCE FUND) | ||||||
| 40 RECTOR STREET - FIFTH FLOOR | NEW YORK | NY | 10006 | PUBLIC CHARITY | FIGHT FOR RACIAL JUSTICE; SEEK STRUCTURAL CHANGES TO EXPANDDEMOCRACY, ELIMINATE DISPARITIES, AND ACHIEVE RACIAL JUSTICE IN A SOCIETYTHAT FULFILLS THE PROMISE OF EQUALITY FOR ALL AMERICANS. | $8,000 |
| PEACE HOUSE | ||||||
| 700 ROUND VALLEY DRIVE - 115 | PARK CITY | UT | 84060 | PUBLIC CHARITY | END FAMILY VIOLENCE AND ABUSE THROUGH EDUCATION, OUTREACH,SUPPORT SERVICES, AND SAFE HOUSING. | $5,000 |
| PEOPLE'S HEALTH CLINIC | ||||||
| 650 ROUND VALLEY DRIVE | PARK CITY | UT | 84068 | PUBLIC CHARITY | PROVIDE QUALITY, NO COST HEALTHCARE TO UNINSURED RESIDENTS OFSUMMIT AND WASATCH COUNTIES IN UTAH. | $10,000 |
| PLANNED PARENTHOOD | ||||||
| 671 VANDALIA STREET | ST PAUL | MN | 55114 | PUBLIC CHARITY | AFFIRM HUMAN RIGHT TO REPRODUCTIVE HEALTH AND FREEDOM | $950 |
| RAINFOREST FOUNDATION | ||||||
| 50 COURT STREET - SUITE 712 | BROOKLYN | NY | 11201 | PUBLIC CHARITY | TO SUPPORT INDIGENOUS AND TRADITIONAL PEOPLES OF THE WORLD'SRAINFORESTS IN THEIR EFFORTS TO PROTECT THEIR ENVIRONMENT AND FULFILL THEIR RIGHTS. | $206 |
| SEARCH INSTITUTE | ||||||
| 3001 BROADWAY ST NE SUITE 310 | MINNEAPOLIS | MN | 55413 | PUBLIC CHARITY | SEARCH INSTITUTE CREATES TOOLS AND RESOURCES THAT HELP SCHOOLS, YOUTH PROGRAMS, AND FAMILIES FORM ANDSTRENGTHEN DEVELOPMENTAL RELATIONSHIPS WITH AND AMONG YOUNG PEOPLE. | $10,000 |
| SMITHSONIAN INSTITUTE | ||||||
| 600 MARYLAND AVENUE SW | WASHINGTON | DC | 20002 | TO INCREASE AND DIFFUSE KNOWLEDGE. OUR VISION IS TO SHAPE THEFUTURE BY PRESERVING OUR HERITAGE, DISCOVERING NEW KNOWLEDGE, ANDSHARING OUR RESOURCES WITH THE WORLD. | $100 | |
| SUNDANCE INSTITUTE | ||||||
| 5900 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | SUNDANCE INSTITUTE IS A NONPROFIT ORGANIZATION DEDICATED TO THE DISCOVERY AND DEVELOPMENT OF INDEPENDENT ARTISTS AND AUDIENCES. THROUGH ITS PROGRAMS, THE INSTITUTE SEEKS TO DISCOVER, SUPPORT, AND INSPIRE INDEPENDENT FILM, MEDIA, AND THEATRE ARTISTS FROM THE UNITED STATES AND AROUND THE WORLD, AND TO INTRODUCE AUDIENCES TO THEIR NEW WORK. | $28,000 |
| SYNERGOS INSTITUTE | ||||||
| 3 EAST 54TH STREET - 14TH FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | HELP SOLVE COMPLEX ISSUES AROUND THE WORLD BY ADVANCINGBRIDGING LEADERSHIP, WHICH BUILDS TRUST AND COLLECTIVE ACTION. | $5,000 |
| WILDCAT SANCTUARY | ||||||
| PO BOX 314 | SANDSTONE | MN | 55072 | PUBLIC CHARITY | NATURAL SANCTUARY TO WILD CATS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $223,534 | 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 | $3,101 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,670 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,465 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $334,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $334,932 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | 3001 BROADWAY STREET NE SUITE 640 | MINNEAPOLIS | MN | 55413 | $173,876 | Yes (X) |
| CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST 2 | ||||||
| 2 | 3001 BROADWAY STREET NE SUITE 640 | MINNEAPOLIS | MN | 55413 | $16,230 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,283 | Amt |
| Net Investment Income | $23,283 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COHEN & STEERS INSTITUTIONAL REALTY | AT COST | $102,900 | $126,288 |
| WASATCH CORE GROWTH FUND | AT COST | $137,963 | $137,690 |
| LAZARD GLOBAL LISTED INFRASTRUCTURE | AT COST | $102,900 | $110,753 |
| FMI INTERNATIONAL FUND | AT COST | $38,962 | $38,918 |
| FMI INTERNATIONAL FUND | AT COST | $98,953 | $110,205 |
| ISHARES CORE S&P 5 0 0 ETF | AT COST | $235,548 | $285,717 |
| ISHARES RUSSELL 1 0 0 0 ETF | AT COST | $481,064 | $952,477 |
| ISHARES RUSSELL 2 0 0 0 ETF | AT COST | $49,403 | $135,027 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | AT COST | $388,503 | $544,249 |
| VANGUARD FTSE EMERGING MARKETS ETF | AT COST | $401,921 | $469,276 |
| VANGUARD GLOBAL E X - U . S . REAL ESTATE | AT COST | $30,025 | $28,647 |
| VANGUARD REAL ESTATE ETF | AT COST | $29,354 | $39,327 |
| PIMCO LOW DURATION FUND | AT COST | $746,453 | $737,225 |
| ISHARES CORE U . S . AGGREGATE BOND ETF | AT COST | $505,743 | $538,344 |
| ACCOLADE PARTNERS BLOCKCHAIN I I , L . P | AT COST | $13,020 | $27,814 |
| BLACKROCK APPRECIATION STRATEGY FUND | AT COST | $115,000 | $141,143 |
| CORDILLERA INVESTMENT FUND I I I | AT COST | $10,461 | $10,461 |
| EDOVO | AT COST | $50,000 | $50,000 |
| EUROPEAN SECONDARY OPPORTUNITIES I | AT COST | $54,992 | $18,622 |
| FEG ABSOLUTE ACCESS FUND I LLC | AT COST | $4,472 | $3,837 |
| FUNDAMENTAL PARTNERS MUNICIPAL TRUST | AT COST | $51,500 | $4,973 |
| HARRISON STREET REAL ESTATE PARTNERS | AT COST | $77,873 | $317 |
| INTERNATIONAL FARMLAND TRUST | AT COST | $50,000 | $46,637 |
| IRON POINT | AT COST | $29,446 | $29,328 |
| J P MORGAN US I & G DOMESTIC REIT | AT COST | $8 | $8 |
| J . P . MORGAN U . S . REAL ESTATE INCOME | AT COST | $109,503 | $163,363 |
| LIME ROCK RENEWABLES | AT COST | $25,330 | $43,936 |
| MAP RE 2 0 1 8 , L . P . | AT COST | $33 | $61 |
| PINEBRIDGE STRUCTURED CAPITAL | AT COST | $124,292 | $26,054 |
| PRIVATE OPP FUND V , SERIES B | AT COST | $32,784 | $37,505 |
| PRIVATE OPP FUND V , SERIES C | AT COST | $13,020 | $18,311 |
| PRIVATE OPP FUND V , SERIES D | AT COST | $25,499 | $31,619 |
| PRIVATE OPP FD I V | AT COST | $122,880 | $162,656 |
| RIDGEWOOD INFRASTRUCTURE | AT COST | $24,736 | $24,752 |
| SIGHTLINE HEALTHCARE OPPORTUNITY | AT COST | $65,000 | $23,080 |
| SPECIAL CREDIT OPPORTUNITIES | AT COST | $122,520 | $9,627 |
| TIMBER BAY FUND | AT COST | $27,728 | $36,478 |
| WAYZATA OPPORTUNITIES FUND I I , L . P . | AT COST | $97,125 | $763 |
| WESTLY CAPITAL PARTNERS FUND I I , L . P | AT COST | $77,019 | $174,020 |
| WESTLY CAPITAL PARTNERS FUND, L . P . | AT COST | $70,000 | $6,921 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| $2,223 | $2,223 | $0 | |
| $25,013 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POCKET LLC | Desc |
| Revenue And Expenses Per Books | $12,696 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,696 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,696 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES - FILING FEE | $25 | $0 | $25 |
| POCKET LLC | $228 | $228 | $0 |
| BURR OAK GROUP INC. | $3,139 | $3,139 | $0 |
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