BCBSM FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BCBSM FOUNDATION INC (EIN 36-3525653)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-13
- IRS object ID
- 202232869349100823
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-13T02:43:18-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411785972 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aware Integrated Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64560 | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | 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 | 363525653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCBSM Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BCBS | BusinessNameControlTxt |
| Phone | 8668121593 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64560 | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL SAND | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8668121593 | PhoneNum |
| Signature | 2022-10-13 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | SAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aware Integrated Inc | PreparerPersonNm |
| PTIN | P01472847 | PTIN |
| Phone | 6516629668 | PhoneNum |
| Preparation | 2022-10-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $78,373,762 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $766 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $766 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,273,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,273,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,231,876 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,083,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,176,408 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,977 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,977 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,512,413 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,456,945 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $315,088 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $315,088 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $407,784 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $407,784 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $171,707 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $171,707 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $94,362 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $94,362 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $108,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,612 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,612 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $753,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $257,714 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $495,072 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,853,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,486,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,888,558 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,171,522 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,741,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,658,147 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$229,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,199,231 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $865,397 | CashBOYAmt |
| Cash EOY | $1,878,805 | CashEOYAmt |
| Cash EOYFMV | $1,878,805 | CashEOYFMVAmt |
| Corporate Stock BOY | $69,258,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,224,752 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,224,752 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,211,377 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,951,957 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,951,957 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,937,441 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $166,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $166,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $162,383 | OtherAssetsBOYAmt |
| Other Assets EOY | $152,248 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $152,248 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $77,434,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,373,762 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,373,762 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $787,570 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $727,688 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,132,501 | GrantsPayableBOYAmt |
| Grants Payable EOY | $849,536 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,920,071 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,577,224 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $75,514,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $76,796,538 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,514,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $76,796,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,434,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,373,762 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,514,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$229,526 | ExcessRevenueOverExpensesAmt |
| Subtotal | $75,285,224 | SubtotalAmt |
| Other Decreases | -$1,511,314 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $76,796,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly Trade Securities | $58,895,464 | $54,848,600 | $3,991,396 | $3,991,396 |
| Capital Gain Distribution | $188,231 | $188,231 | $188,231 | |
| Bonds | $3,219 | -$3,219 | -$3,219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,176,408 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86,169 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $86,169 | SubtotalAmt |
| Tax Based On Investment Income | $86,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $93,206 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $108,206 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $108,206 | OriginalReturnTaxPaidAmt |
| Overpayment | $22,037 | OverpaymentAmt |
| Applied To ES Tax | $22,037 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.bluecrossmn.com/foundation | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corporate Offices | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6516629668 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3535 Blue Cross Road | AddressLine1Txt |
| City | Eagan | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551221154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARK STEFFEN MD | ||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | BOARD CHAIR | 000.00 | $0 |
| RACHEL HARDEMAN | ||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | DIRECTOR | 000.00 | $0 |
| BUKATA HAYES | ||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | VICE CHAIR | 000.00 | $0 |
| MARIA REGAN GONZALEZ | ||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | DIRECTOR | 000.00 | $0 |
| LAYLA NOURAEE | ||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | SECRETARY | 000.00 | $0 |
| LAURA TONGUE | ||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | ASST SECRETARY | 000.00 | $0 |
| JOHN ORNER | ||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | TREASURER | 000.00 | $0 |
| NASH SHAIKH | ||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | DIRECTOR | 000.00 | $0 |
| NANCY VYSKOCIL | ||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | DIRECTOR | 000.00 | $0 |
| PAMELA MORET | ||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | DIRECTOR | 000.00 | $0 |
| CAROLYN LINK | ||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | PRESIDENT | 040.00 | $315,088 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| CLAIRE CHANG | |||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | SENIOR PROGRAM OFFIC | 040.00 | $165,529 | $60,275 |
| ALLISON CORRADO | |||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | SENIOR PROGRAM OFFIC | 040.00 | $141,136 | $51,697 |
| JANET JABLONSKE | |||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | OPERATIONS MANAGER | 040.00 | $120,230 | $38,600 |
| BILAL ALKATOUT | |||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | SENIOR PROGRAM OFFIC | 040.00 | $123,356 | $32,027 |
| GILBERT ACHAY | |||||||
| 3535 BLUE CROSS ROAD | ST PAUL | MN | 55122 | SENIOR PROGRAM OFFIC | 040.00 | $140,362 | $26,714 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Amherst H Wilder Foundation | |||||
| 451 Lexingtion Pkwy N | St Paul | MN | 55104 | Consulting Service | $102,500 |
| Arcadia Research and Evaluation LLC | |||||
| 364 Warwick St | St Paul | MN | 55105 | Consulting Service | $330,755 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Funds were used for evaluation of a protfolio of grantees working on health equity projects funded by the Foundation. Grantee work in this focus area is amined at advancing community strategies that improve opportunities for people to reach their full health potential | Description1Txt |
| Expenses1 | $119,300 | Expenses1Amt |
| Description2 | Funds supported evaluation for the Foundation's quality early education and care program that helps licensed faimly childcare providers improve the qual,ity of care provided to Minnesota children, giving them the best chance for a healthy future. | Description2Txt |
| Expenses2 | $210,125 | Expenses2Amt |
| Description3 | Funds used for evaluation of a portfolio of grantee efforts to contuct outreach and enrollment of people into health care coverage programs. | Description3Txt |
| Expenses3 | $66,668 | Expenses3Amt |
| Description4 | Funds supported a grantee perception survey conducted to gain grantee feedback on key foundation strengths and opportunities for improvement. | Description4Txt |
| Expenses4 | $24,700 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Description2 | None | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $78,290,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,162,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,452,959 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $79,452,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,191,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,261,165 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,913,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,913,058 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86,169 | TotalTaxAmt |
| Distributable Before Adj | $3,826,889 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,826,889 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,826,889 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,658,147 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,658,147 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,826,889 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,948,179 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,756,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,335,370 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,524,418 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,310,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,875,183 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,658,147 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,826,889 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,831,258 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,706,441 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,948,179 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,758,262 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,756,980 | ExcessFromYear4Amt |
| Excess From Year3 | $1,335,370 | ExcessFromYear3Amt |
| Excess From Year2 | $2,524,418 | ExcessFromYear2Amt |
| Excess From Year1 | $4,310,236 | ExcessFromYear1Amt |
| Excess From Current Year | $2,831,258 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carolyn Link | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64560 | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8668121593 | RecipientPhoneNum |
| Recipient Email Address | foundationbluecrossmnfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Please visit our website at www.bluecrossmn.com/foundation for instructions on how to apply. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Inquiries are accepted throughout the year and applicants are given a proposal due date at the time | SubmissionDeadlinesTxt |
| Restrictions On Awards | We typically do not provide funding for programs outside Minnesota. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Frontstream | ||||||
| 1480 Commerce Park Drive Ste 300 | Reston | VA | 201911575 | Expenditure Responsi | 2019 Community Giving Campaign | $37,341 |
| Immigrant Law Center | ||||||
| 450 North Syndicate Street Suite 20 | St Paul | MN | 55104 | PC | ILCM General Operating Support | $100,000 |
| Northwest Indian CDC | ||||||
| 1819 Bemidji Ave N | Bemidji | MN | 56601 | PC | Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals | $100,000 |
| United Community Action Partnership | ||||||
| 200 4th Street SW | Willmar | MN | 56201 | PC | Community Connectors | $75,000 |
| African Community Services in Minnesota | ||||||
| 1305 East 24th Street | Minneapolis | MN | 55404 | PC | ACS COVID-19 Information, Referral and Advocacy Project. | $15,000 |
| Centro de Trabajadores Unidos en Lucha | ||||||
| 3715 Chicago Avenue South | Minneapolis | MN | 55407 | PC | CTUL COVID Adaptation and Response | $25,000 |
| Frontstream | ||||||
| 1480 Commerce Park Drive Ste 300 | Reston | VA | 201911575 | Expenditure Responsi | 2020 Community Giving Campaign | $444,809 |
| Leech Lake Band of Ojibwe | ||||||
| 190 Sailstar Drive NW | Cass Lake | MN | 56633 | PC | COVID-19 ENP Emergency Food | $25,000 |
| Lower Sioux Indian Community | ||||||
| 39527 Reservation Hwy 1 PO Box 308 | Morton | MN | 56270 | PC | COVID-19 response | $25,000 |
| Mid-Minnesota Legal Assistance | ||||||
| 111 N Fifth Street Suite 100 | Minneapolis | MN | 55403 | PC | Healthcare Outreach and Enrollment Project | $100,000 |
| Portico Healthnet | ||||||
| 2610 University Avenue West Suite 5 | St Paul | MN | 55114 | PC | Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals | $100,000 |
| West Bank Community Development Center | ||||||
| 1808 Riverside Avenue Suite 201 | Minneapolis | MN | 55454 | PC | Electronic Connections | $10,000 |
| Advocates for Human Rights | ||||||
| 330 Second Avenue South Suite 800 | Minneapolis | MN | 55401 | PC | Pro Bono Engagement for Immigrant Defense Project | $87,500 |
| African Community Senior Services | ||||||
| 2722 Park Avenue | Minneapolis | MN | 55407 | PC | funding to support the work to create access to insurance coverage in Minnesota | $40,000 |
| African Community Services in Minnesota | ||||||
| 1305 East 24th Street | Minneapolis | MN | 55404 | PC | African Community Service Access to Coverage Initiative | $50,000 |
| Alliance of Early Childhood Professionals | ||||||
| 1308 East Franklin Avenue | Minneapolis | MN | 55404 | PC | Feast of Words- Creating a Dakota and Ojibwe linguistic landscape via technology and street scapes at the early childhood level | $50,000 |
| Amherst H Wilder Foundation | ||||||
| 451 Lexington Parkway North | St Paul | MN | 55104 | PC | Minnesota Compass | $20,000 |
| CARE Clinic | ||||||
| 906 College Avenue | Red Wing | MN | 55066 | PC | MNsure Enrollment for Diverse Populations Requiring Culturally and Linguistically Competent Care | $20,000 |
| Casa de Esperanza | ||||||
| PO Box 40115 | St Paul | MN | 55104 | PC | Nurturing Whole, Healthy, and Thriving Latin Families and Communities | $100,000 |
| Centro de Trabajadores Unidos en Lucha | ||||||
| 3715 Chicago Avenue South | Minneapolis | MN | 55407 | PC | Developing Worker Leadership to Advance Health Equity and Economic Justice | $100,000 |
| Centro Tyrone Guzman | ||||||
| 1915 Chicago Avenue | Minneapolis | MN | 55404 | PC | Intergenerational Montessori Microenterprise | $35,000 |
| Children's Defense Fund | ||||||
| 555 Park Street Suite 410 | St Paul | MN | 55103 | PC | Building Power and Raising Voices for MN Families | $100,000 |
| Close Gaps by 5 | ||||||
| 3948 Market Street | Minneapolis | MN | 55424 | PC | support the Early Care and Education Crisis Workgroup | $20,000 |
| CLUES | ||||||
| 797 East 7th Street | St Paul | MN | 55106 | PC | CLUES Access to Coverage | $50,000 |
| Coalition of Asian American Leaders | ||||||
| 941 Lafond Avenue Suite 205 | St Paul | MN | 55104 | PC | Safe and Welcoming Communities | $100,000 |
| Fond du Lac Tribal College | ||||||
| 1720 Big Lake Road | Cloquet | MN | 55720 | GOV | Healthy Start Strengthening Ojibwe Identity 0 to 5 Years | $100,000 |
| Generations Health Care Initiative | ||||||
| 130 W Superior Street Suite 700 | Duluth | MN | 55802 | PC | Insure Duluth Coalition Partner, YMCA | $50,000 |
| Grantmakers in Health | ||||||
| 1100 Connecticut Avenue NW Suite 12 | Washington | DC | 20036 | PC | 2021 GIH funding partner renewal | $6,000 |
| Greater Minneapolis Community Connections | ||||||
| 1100 East Lake Street | Minneapolis | MN | 55407 | PC | Minnesota FoodShare | $80,725 |
| Greater Twin Cities United Way | ||||||
| 404 South 8th Street | Minneapolis | MN | 55404 | PC | Start Early Funders Coalition | $22,500 |
| Hispanic Outreach Program of Goodhue County | ||||||
| PO Box 146 | Red Wing | MN | 55066 | PC | Continuation, and geographic expansion, of Hispanic-specific services | $55,000 |
| Hmong American Partnership | ||||||
| 1075 Arcade Street | St Paul | MN | 55106 | PC | Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals | $50,000 |
| Hope Community Inc | ||||||
| 611 East Franklin Avenue | Minneapolis | MN | 55082 | PC | Engaging Community and Building Assets for Healing, Safety, and Sanctuary | $100,000 |
| Jewish Community Action | ||||||
| 2375 University Avenue West | St Paul | MN | 55114 | PC | Building a Shared Analysis to Combat Antisemitism and Strengthen Movements for Justice | $90,000 |
| Lakes & Prairies CAP | ||||||
| 715 11th Steet North Suite 402 | Moorhead | MN | 56560 | PC | New American Child Care Project | $100,000 |
| Liberty Community Church | ||||||
| 3700 Broadway Avenue North | Minneapolis | MN | 55412 | PC | Northside Healing Space Healthy Connections | $100,000 |
| Men As Peacemakers | ||||||
| 123 W Superior Street | Duluth | MN | 55802 | PC | Increasing the social, emotional and leadership capacity of Men and Masculine Folks | $27,000 |
| Mid-Minnesota Legal Assistance | ||||||
| 111 N Fifth Street Suite 100 | Minneapolis | MN | 55403 | PC | Navigator Coalition | $100,000 |
| Minnesota Council on Foundations | ||||||
| 800 Washington Avenue North | Minneapolis | MN | 55401 | PC | 2021 Membership Contribution | $10,150 |
| Native American Community Clinic | ||||||
| 1213 East Franklin Avenue | Minneapolis | MN | 55404 | PC | Increasing Access to Care within the Urban Native American Community | $50,000 |
| Navigate | ||||||
| 1515 East Lake Street | Minneapolis | MN | 55407 | PC | Power to Recover | $100,000 |
| Nexus Community Partners | ||||||
| 2314 University Avenue West Suite 1 | St Paul | MN | 55113 | PC | Community Engagement Capacity Building | $100,000 |
| Northfield Healthy Community Initiative | ||||||
| 1651 Jefferson Parkway HS 128 | Northfield | MN | 55113 | PC | Increasing early childhood access in Rice County | $60,000 |
| Northland Foundation | ||||||
| 202 West Superior Street Suite 610 | Duluth | MN | 55802 | PC | Pathways to Quality Early Care and Education Expansion initiative | $100,000 |
| Northpoint Health and Wellness | ||||||
| 1256 Penn Avenue North | Minneapolis | MN | 55411 | PC | Access to Coverage | $100,000 |
| Northside Achievement Zone | ||||||
| 2123 West Broadway Avenue Suite 100 | Minneapolis | MN | 55411 | PC | Healthy Start -NAZ general operating funding | $100,000 |
| Northwest Minnesota Foundation | ||||||
| 201 3rd Street NW | Bemidji | MN | 56601 | PC | Step Up 2.0 | $100,000 |
| Open Door | ||||||
| 309 Holly Lane | Mankato | MN | 56001 | PC | Access to Coverage | $75,000 |
| OutFront Minnesota | ||||||
| 310 East 38th Street Suite 209 | Minneapolis | MN | 55409 | PC | Creating a safe, affirming and equitable Minnesota for LGBTQ youth | $40,000 |
| Partnership Academy | ||||||
| 6500 Nicollet Avenue | Richfield | MN | 55423 | PC | La Red Latina de Educacion Temprana | $100,000 |
| Project FINE | ||||||
| 202 W 3rd Street | Winona | MN | 55987 | PC | Healthy Connections Advancing Equity and Addressing Social Determinants of Health | $100,000 |
| Rainbow Health Initiative | ||||||
| 2577 Territorial Road | St Paul | MN | 55114 | PC | Expanding Insurance Coverage for LGBTQ and HIV-positive Minnesotans | $75,000 |
| Regents of the University of Minnesota | ||||||
| 200 Oak Street SE Suite 450 | Minneapolis | MN | 55455 | Public School | Describing Minnesotas Unisured and the Communities In Which They Live PHASE 4 - Data Refresh, Promotion and Training | $40,000 |
| Reviving the Islamic Sisterhood for Empowerment | ||||||
| 1007 West Broadway Avenue | Minneapolis | MN | 55411 | PC | Muslim Women Building Social Connectedness | $75,000 |
| SEWA-AIFW | ||||||
| 3702 East Lake Street | Minneapolis | MN | 55406 | PC | Closing the Gap Toward Healthy Connections | $60,000 |
| Somali Community Resettlement Services | ||||||
| 4020 Minnehaha Ave Suite 2070 | Minneapolis | MN | 55406 | PC | FFN Provider Training - SCRS Year 2 | $70,000 |
| Southern Minnesota Regional Legal Services Inc | ||||||
| 55 East 5th Street Suite 800 | St Paul | MN | 55101 | PC | Lawyers Advancing Wellness LAW | $60,000 |
| Southwest Initiative Foundation | ||||||
| 15 3rd Avenue NW | Hutchinson | MN | 55350 | PC | Community Solutions for SW MN Child Care | $100,000 |
| St Paul Youth Services Inc | ||||||
| 2100 Wilson Avenue | St Paul | MN | 55119 | PC | YouthPowerMN | $100,000 |
| Think Small | ||||||
| 10 Yorkton Court | St Paul | MN | 55117 | PC | Think Small Blue Cross Blue Shield Foundation Healthy Start Grant Application | $100,000 |
| Think Small | ||||||
| 10 Yorkton Court | St Paul | MN | 55117 | PC | Saint Paul 3K | $100,000 |
| United Community Action Partnership | ||||||
| 200 4th Street SW | Willmar | MN | 56201 | PC | Partners in Care - Mentoring and Beyond | $100,000 |
| United Way of the Brown County Area | ||||||
| PO Box 476 | New Ulm | MN | 56073 | PC | Welcoming Communities Project Healthy Connections | $91,500 |
| Voices for Racial Justice | ||||||
| 2525 E Franklin Avenue Suite 301 | Minneapolis | MN | 55406 | PC | Capacity Builder | $100,000 |
| Voices for Racial Justice | ||||||
| 2525 E Franklin Avenue Suite 301 | Minneapolis | MN | 55406 | PC | Healthcare Accessibility Assessment Initiative | $70,000 |
| Way to Grow | ||||||
| 201 Irving Avenue North | Minneapolis | MN | 55405 | PC | Way to Grow Healthy Start | $70,000 |
| West Bank Community Development Corp Inc | ||||||
| 1808 Riverside Avenue Suite 201 | Minneapolis | MN | 55454 | PC | Ileys Dariis | $34,000 |
| West Central Initiative | ||||||
| PO Box 318 | Fergus Falls | MN | 56538 | PC | Building our System of Early Childhood Mental Health | $50,000 |
| Wildflower Foundation | ||||||
| 1330 Lagoon Avenue 4th Floor | Minneapolis | MN | 55408 | PC | The Wildflower Equity Initiative--Increasing Access | $70,000 |
| YWCA of Minneapolis | ||||||
| 1130 Nicollet Mall | Minneapolis | MN | 55403 | PC | YWCA Holistic, High-Quality ECE Programming for Marginalized Communities | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,171,525 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| African Community Senior Services | ||||||
| 2722 Park Avenue | Minneapolis | MN | 55407 | PC | funding to support the work to create access to insurance coverage in Minnesota | $40,000 |
| CARE Clinic | ||||||
| 906 College Avenue | Red Wing | MN | 55066 | PC | MNsure Enrollment for Diverse Populations Requiring Culturally and Linguistically Competent Care | $20,000 |
| CLUES | ||||||
| 797 East 7th Street | St Paul | MN | 55106 | PC | CLUES Access to Coverage | $50,000 |
| Native American Community Clinic | ||||||
| 1213 East Franklin Avenue | Minneapolis | MN | 55404 | PC | Increasing Access to Care within the Urban Native American Community | $50,000 |
| Voices for Racial Justice | ||||||
| 2525 E Franklin Avenue Suite 301 | Minneapolis | MN | 55406 | PC | Healthcare Accessibility Assessment Initiative | $70,000 |
| Frontstream | ||||||
| 1480 Commerce Park Drive Ste 300 | Reston | VA | 201911575 | Expenditure Responsi | 2021 Community Giving Campaign | $409,627 |
| Immigrant Law Center | ||||||
| 450 North Syndicate Street Ste 200 | St Paul | MN | 55104 | PC | ILCM General Operating Support | $130,000 |
| Greater Twin Cities United Way | ||||||
| 404 South 8th Street | Minneapolis | MN | 55404 | PC | Start Early Funders Coalition | $30,000 |
| Frontstream | ||||||
| 1480 Commerce Park Dr Ste 300 | Reston | VA | 20191 | 2020 Community Giving Campaign | $49,909 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $849,536 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $766 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,273,794 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,977 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,231,876 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,512,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,512,413 | 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 | N/a | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | Yes (true) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (true) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| BCBSM Inc | ||
| 1b(6) | $836,112 | BCBSM, Inc. employees performed personal services for reporting organisation |
| BCBSM Inc | ||
| 1c | $1 | Sharing of Facilties |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | None | Desc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,951,957 | EOYBookValueAmt |
| EOYFMV | $3,951,957 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $72,224,752 | EOYBookValueAmt |
| EOYFMV | $72,224,752 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Asset-backed securities | CategoryOrItemTxt |
| Book Value | $166,000 | BookValueAmt |
| EOYFMV | $166,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | See statement 1 attached | Desc |
| BOY Book Value | $162,383 | BOYBookValueAmt |
| EOY Book Value | $152,248 | EOYBookValueAmt |
| EOYFMV | $152,248 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized depreciation on investments | Desc |
| Amt | -$1,511,314 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Revenue And Expenses Per Books | $753,828 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $257,714 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $495,072 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous investment income | Desc |
| Revenue And Expenses Per Books | $5,977 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,977 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional fees | CategoryTxt |
| Amt | $94,362 | Amt |
| Disbursements Charitable Prps | $94,362 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income tax | CategoryTxt |
| Amt | $108,000 | Amt |