CARLSON FAMILY LIGHTSHIELD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CARLSON FAMILY LIGHTSHIELD FOUNDATION (EIN 83-4534853)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202223149349100907
- 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 Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T07:55:55-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410975573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDPATH AND COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4810 WHITE BEAR PARKWAY | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | 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 | 834534853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON FAMILY LIGHTSHIELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 7632847063 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11591 217TH AVE NW | AddressLine1Txt |
| City | ELK RIVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55330 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER D CARLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7632847063 | PhoneNum |
| Signature | 2022-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | CARLSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY REHN CPA | PreparerPersonNm |
| PTIN | P00965922 | PTIN |
| Phone | 6514267000 | PhoneNum |
| Preparation | 2022-10-13 | 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 | 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 | $5,486,136 | 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 | $25,143 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $121 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $121 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,674 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $339,175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,307,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $339,175 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $437,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $411,970 | 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 | $10,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,098 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,097 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,834 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,834 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,470 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,097 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $508,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $508,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $569,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $514,047 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$132,284 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $371,568 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,070,678 | CashBOYAmt |
| Cash EOY | $762,744 | CashEOYAmt |
| Cash EOYFMV | $762,744 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,064,556 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,723,392 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,723,392 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,135,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,486,136 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,486,136 | 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 | $5,135,234 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,486,136 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,135,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,486,136 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,135,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,486,136 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,135,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$132,284 | ExcessRevenueOverExpensesAmt |
| Other Increases | $483,186 | OtherIncreasesAmt |
| Subtotal | $5,486,136 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,486,136 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,307,248 | GrossSalesPriceAmt |
| Cost Or Other Basis | $968,073 | CostOrOtherBasisAmt |
| Gain Or Loss | $339,175 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $339,175 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $339,175 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,165 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,165 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $9,612 | OverpaymentAmt |
| Applied To ES Tax | $9,612 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS CARLSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7632847063 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11591 217TH AVE NW | AddressLine1Txt |
| City | ELK RIVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55330 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER D CARLSON | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBRA L CARLSON | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | VICE PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAYLOR G SCHROER | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW C CARLSON | ||||||||
| 11591 217TH AVENUE NW | ELK RIVER | MN | 55330 | SECRETARY & DIRECTOR | 1.00 | $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 | $4,441,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $919,285 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,360,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,360,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,279,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $263,996 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $263,996 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,165 | TotalTaxAmt |
| Distributable Before Adj | $258,831 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $258,831 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $258,831 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $514,047 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $514,047 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $258,831 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $218,713 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $218,713 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $514,047 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $258,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $255,216 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $473,929 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $473,929 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $218,713 | ExcessFromYear1Amt |
| Excess From Current Year | $255,216 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER D CARLSON | ContributingManagerNm |
| Contributing Manager | DEBRA L CARLSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG LAKE COMMUNITY FOOD SHELF | |||||||
| PO BOX 501 160 LAKE ST NORTH | BIG LAKE | MN | 55309 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BILLY SANDERSON | |||||||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 | NONE | I | FINANCIAL NEED GRANT | $1,000 |
| CHILDREN'S CANCER RESEARCH | |||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | PC | GENERAL SUPPORT | $500 | |
| CITY OF ELK RIVER | |||||||
| 13065 ORONO PARKWAY | ELK RIVER | MN | 55330 | NONE | GOV | DOCK PROJECT | $57,500 |
| COMMUNITY AID ELK RIVER | |||||||
| 12621 ELK LAKE ROAD NW | ELK RIVER | MN | 55330 | NONE | PC | KIDZ KITZ | $25,000 |
| FISHING FOR LIFE | |||||||
| PO BOX 19320 | MINNEAPOLIS | MN | 55419 | NONE | PC | GENERAL SUPPORT | $35,000 |
| GATEWAY CHURCH | |||||||
| 13913 185TH AVE NW | ELK RIVER | MN | 55330 | NONE | PC | GENERAL SUPPORT | $290,000 |
| IGNACIO CALDERON | |||||||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 | NONE | I | FINANCIAL NEED GRANT | $250 |
| JAN WLASCHIN | |||||||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 | NONE | I | FINANCIAL NEED GRANT | $500 |
| KEN MITCHELL | |||||||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 | NONE | I | POSTCARD MINISTRY | $2,200 |
| LIVIN FDN | |||||||
| 2168 7TH AVE PO BOX 652 | ANOKA | MN | 55303 | NONE | PC | 2021 LIVIN MUSIC FESTIVAL | $5,000 |
| MICHAEL WILLEM | |||||||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 | NONE | I | FINANCIAL NEED GRANT | $2,000 |
| MINNESOTA FCA | |||||||
| 7368 146TH AVENUE NORTHWEST | RAMSEY | MN | 55303 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MN ADULT TEEN CHALLENGE (LAKESIDE ACADEMY) | |||||||
| 740 EAST 24TH STREET | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL SUPPORT, COVID RELIEF & LAKESIDE ENTRY ARCH SUPPORT | $25,000 |
| NAZARENE FUND | |||||||
| 1918 E RANCH RD | EAGLE MOUNTAIN | UT | 84005 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PAUL HANSON'S FAMILY | |||||||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 | NONE | I | FINANCIAL NEED GRANT | $5,000 |
| RACERS FOR CHRIST | |||||||
| 1250 E BASELINE RD SUITE 101 | TEMPE | AZ | 85283 | NONE | PC | DIRT SPORT MINISTRIES | $1,000 |
| ST JUDE AND THE DYLAN WITSCHEN FOUNDATION | |||||||
| 17065 WACO ST NW | ANDOVER | MN | 55304 | NONE | PC | GENERAL SUPPORT | $500 |
| STMA BREAKFAST CLUB | |||||||
| 10192 KARSTON AVE NE 100 | ALBERTVILLE | MN | 55301 | NONE | PC | GENERAL SUPPORT | $40,000 |
| SUICIDE AWARENESS VOICES OF EDUCATION | |||||||
| 7900 XERXES AVE S SUITE 810 | MINNEAPOLIS | MN | 55431 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BAME FOUNDATION | |||||||
| 900 MENDELSSOHN AVE N | GOLDEN VALLEY | MN | 55427 | NONE | PF | GENERAL SUPPORT | $500 |
| FAMILY ENHANCEMENT CENTER | |||||||
| 4826 CHICAGO AVE S SUITE 105 | MINNEAPOLIS | MN | 55417 | NONE | PC | GENERAL SUPPORT | $500 |
| THUMBS UP HIGH | |||||||
| PO BOX 478 | ELK RIVER | MN | 55330 | NONE | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $508,950 | 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 | $121 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $339,175 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $411,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $411,970 | 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 | ENVISION COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11591 217TH AVE NW | AddressLine1Txt |
| City | ELK RIVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,143 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,195 | Amt |
| Net Investment Income | $5,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,097 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (207 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| POLARIS INC | $21,982 | $21,982 |
| ADVANCE AUTO PARTS INC | $33,822 | $33,822 |
| AECOM | $19,646 | $19,646 |
| ALEXANDRIA REAL ESTATE | $15,607 | $15,607 |
| AMERICAN WATER WORKS CO INC | $16,620 | $16,620 |
| AMERIPRISE FINANCIAL INC | $28,054 | $28,054 |
| AMETEK INC | $31,320 | $31,320 |
| AVANTOR INC | $30,636 | $30,636 |
| BOOZ ALLEN HAMILTON HLDG CORP | $27,642 | $27,642 |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | $21,903 | $21,903 |
| BURLINGTON STORES INC | $29,443 | $29,443 |
| CITIZENS FINANCIAL GROUP INC | $30,335 | $30,335 |
| CURTIS WRIGHT CORP | $22,742 | $22,742 |
| DARDEN RESTAURANTS INC | $31,634 | $31,634 |
| EASTMAN CHEMICAL CO | $22,006 | $22,006 |
| ENTEGRIS INC | $24,529 | $24,529 |
| EPAM SYSTEMS INC | $30,080 | $30,080 |
| FIRST REP BANK | $25,607 | $25,607 |
| FMC CORP NEW | $22,418 | $22,418 |
| FORTINET INC | $25,877 | $25,877 |
| FORTIVE CORP | $19,988 | $19,988 |
| HOULIHAN LOKEY INC | $26,087 | $26,087 |
| INGERSOLL RAND INC | $37,060 | $37,060 |
| JAZZ PHARMACEUTICALS PLC | $15,798 | $15,798 |
| KEYSIGHT TECHNOLOGIES INC COM | $28,705 | $28,705 |
| LABORATORY CORP AMER HLDGS NEW | $25,137 | $25,137 |
| LOGITECH INTL SA REG NAMEN-AKT CHF | $10,557 | $10,557 |
| MASIMO CORP | $14,346 | $14,346 |
| MATCH GROUP INC | $20,234 | $20,234 |
| ON SEMICONDUCTOR CORP | $21,463 | $21,463 |
| PALO ALTO NETWORKS INC | $25,611 | $25,611 |
| PIONEER NAT RES CO | $28,373 | $28,373 |
| RPM INTL INC (DELA) | $22,826 | $22,826 |
| SERVICE CORP INTL | $22,859 | $22,859 |
| TAKE-TWO INTERACTIVE SOFTWARE | $22,748 | $22,748 |
| TELEFLEX INC | $22,994 | $22,994 |
| TIMKEN CO | $20,579 | $20,579 |
| VAIL RESORTS INC | $22,953 | $22,953 |
| VONTIER CORP COM | $18,315 | $18,315 |
| VOYA FINL INC COM | $24,999 | $24,999 |
| ACCENTURE PLC IRELAND CL A | $19,483 | $19,483 |
| AMER ELECTRIC POWER CO | $10,321 | $10,321 |
| AMGEN INC | $22,497 | $22,497 |
| ANALOG DEVICES INC | $27,420 | $27,420 |
| AUTOMATIC DATA PROCESSING INC | $20,466 | $20,466 |
| BLACKROCK INC | $25,636 | $25,636 |
| BROADCOM INC | $29,943 | $29,943 |
| CHUBB LTD CHF | $25,904 | $25,904 |
| CISCO SYSTEMS INC | $32,572 | $32,572 |
| COCO COLA CO | $31,559 | $31,559 |
| COMCAST CORP NEW CL A | $29,997 | $29,997 |
| DIAGEO PLC NEW GB SPON ADR | $26,197 | $26,197 |
| DISCOVER FINANCIAL SERVICES | $16,063 | $16,063 |
| EOG RESOURCES INC | $25,583 | $25,583 |
| HOME DEPOT INC | $19,090 | $19,090 |
| JOHNSON & JOHNSON COM | $39,346 | $39,346 |
| JP MORGAN CHASE & CO | $33,254 | $33,254 |
| LINDE PLC EUR | $31,525 | $31,525 |
| LOCKHEED MARTIN | $18,837 | $18,837 |
| MARSH & MCLENNAN COS INC | $21,032 | $21,032 |
| MCDONALDS CORP | $30,828 | $30,828 |
| MEDTRONIC PLC | $26,794 | $26,794 |
| MICROSOFT CORP | $76,345 | $76,345 |
| MORGAN STANLEY | $15,607 | $15,607 |
| NEXTERA ENERGY INC COM | $12,884 | $12,884 |
| NOVARTIS AG SPON ADR | $15,045 | $15,045 |
| PHILLIPS 66 | $14,202 | $14,202 |
| PROCTER & GAMBLE CO | $26,991 | $26,991 |
| RAYTHEON TECHNOLOGIES CORP | $30,723 | $30,723 |
| REPUBLIC SERVICES INC | $18,407 | $18,407 |
| ROCKWELL AUTOMATION INC NEW | $16,745 | $16,745 |
| STARBUCKS CORP | $18,832 | $18,832 |
| TEXAS INSTRUMENTS | $25,255 | $25,255 |
| TRUIST FINL CORP | $27,401 | $27,401 |
| UNION PACIFIC CORP | $20,910 | $20,910 |
| UNITED POSTAL SERVICE | $26,578 | $26,578 |
| UNITED HEALTH GROUP | $20,588 | $20,588 |
| VF CORP | $19,403 | $19,403 |
| ABBOTT LABS | $24,769 | $24,769 |
| ADOBE INC. | $22,115 | $22,115 |
| ALPHABET INC CL A | $81,117 | $81,117 |
| AMAZON.COM INC | $83,359 | $83,359 |
| AMERICAN TOWER CORP REIT | $15,503 | $15,503 |
| AMERIPRISE FINANCIAL | $23,529 | $23,529 |
| APPLE INC | $64,635 | $64,635 |
| APPLIED MATERIALS INC | $21,244 | $21,244 |
| BOOKING HLDGS INC | $11,996 | $11,996 |
| BOSTON SCIENTIFIC CORP | $17,502 | $17,502 |
| COSTCO WHOLESALE CORP | $19,870 | $19,870 |
| DANAHER CORP | $13,489 | $13,489 |
| DOLLAR GEN CORP NEW | $15,565 | $15,565 |
| FIDELITY NATL INFORMAITON SVCS | $18,010 | $18,010 |
| HOME DEPOT INC | $26,976 | $26,976 |
| HONEYWELL INTL INC | $12,094 | $12,094 |
| INTERCONTINENTALEXCHANGEGROUP | $15,318 | $15,318 |
| LAUDER ESTEE COS CL A | $10,736 | $10,736 |
| LOWES COMPANIES INC | $26,106 | $26,106 |
| META PLATFORMS INC CL A | $51,125 | $51,125 |
| MICROSOFT CORP | $127,802 | $127,802 |
| NIKE INC CL B | $13,167 | $13,167 |
| O'REILLY AUTOMOTIVE INC | $23,306 | $23,306 |
| PARKER HANNIFIN CORP | $21,632 | $21,632 |
| ROCKWELL AUTOMATION INC NEW | $10,117 | $10,117 |
| S&P GLOBAL INC | $10,854 | $10,854 |
| SALESFORCE.COM INC | $25,159 | $25,159 |
| SHERWIN WILLIAMS CO | $19,017 | $19,017 |
| TEXAS INSTRUMENTS | $19,789 | $19,789 |
| THERMO FISHER SCIENTIFIC INC | $12,678 | $12,678 |
| TJX COS INC NEW | $30,975 | $30,975 |
| UNION PACIFIC CORP | $24,185 | $24,185 |
| UNITEDHEALTH GROUP INC | $21,090 | $21,090 |
| VISA INC CL A | $37,274 | $37,274 |
| ACUSHNET HLDGS CORP | $47,665 | $47,665 |
| APTARGROUP INC | $11,022 | $11,022 |
| ARTISAN PARTNERS ASSET MGMT INC | $18,913 | $18,913 |
| ASPEN TECHNOLOGY INC DEL | $38,354 | $38,354 |
| ATRION CORP DELA | $12,688 | $12,688 |
| AUTOHOME INC SPON ADR | $14,858 | $14,858 |
| CLEARWATER ANALYTICS HLDGS INC | $12,248 | $12,248 |
| CORVEL CORP | $45,760 | $45,760 |
| DONALDSON CO INC | $11,911 | $11,911 |
| DRIL - QUIP INC | $7,498 | $7,498 |
| EMCOR GROUP INC | $52,103 | $52,103 |
| FACTSET RESH SYSTEMS INC | $36,451 | $36,451 |
| FIRST HAWAIIAN INC | $40,339 | $40,339 |
| FTI CONSULTING INC | $59,834 | $59,834 |
| GRACO INC | $40,794 | $40,794 |
| HENRY JACK & ASSOC INC | $15,363 | $15,363 |
| LANDSTAR SYSTEMS INC | $44,218 | $44,218 |
| LCI INDUSTRIES | $20,419 | $20,419 |
| MANHATTAN ASSOC INC | $40,894 | $40,894 |
| MOELIS & CO CL A | $32,255 | $32,255 |
| PRICESMART INC | $14,049 | $14,049 |
| PRIMERICA INC | $40,157 | $40,157 |
| RBC BEARINGS INC | $29,892 | $29,892 |
| RIGHTMOVE PLC ADR | $43,353 | $43,353 |
| RLI CORP | $20,514 | $20,514 |
| SIMPSON MANUFACTURING CO INC DELA | $54,794 | $54,794 |
| TELEDYNE TECHNOLOGIES INC | $27,087 | $27,087 |
| TORO CO | $33,670 | $33,670 |
| WATTS WATER TECHNOLOGIES INC CL A | $43,106 | $43,106 |
| ADIDAS AG SPON ADR | $11,377 | $11,377 |
| ADYEN N V ADR | $12,949 | $12,949 |
| AIA GROUP LTD SPON ADR | $14,355 | $14,355 |
| ALLIANZ SE ADR | $15,441 | $15,441 |
| ANGLO AMERN PLC SPON ADR | $12,122 | $12,122 |
| ASML HLDG NV SPON ADR | $32,642 | $32,642 |
| ASSA ABLOY AB ADR | $12,735 | $12,735 |
| ATLAS COPCO AB NEW REPSTG COM | $16,219 | $16,219 |
| AXA ADR | $13,188 | $13,188 |
| BHP GROUP LTD SPON ADR | $18,165 | $18,165 |
| BNP PARIBAS SA ADR | $9,532 | $9,532 |
| CAPGEMINI SE UNSPONSORED ADR | $17,423 | $17,423 |
| CARLSBERG AS SPON ADR | $10,972 | $10,972 |
| COLOPLAST AS SPON ADR | $7,770 | $7,770 |
| DBS GROUP HLDGS LTD SPON ADR | $20,348 | $20,348 |
| DEUTSCHE BOERSE ADR | $9,003 | $9,003 |
| DIAGEO PLC NEW GB SPON ADR | $30,599 | $30,599 |
| FANUC CORP ADR | $8,261 | $8,261 |
| FERGUSON PLC SPON ADR | $20,271 | $20,271 |
| GENMAB A/S SPON ADR | $8,703 | $8,703 |
| GLAXO SMITHKLINE PLC ADR | $13,495 | $13,495 |
| HDFC BANK LTD ADR REPSTG 3 ORD SHS | $6,832 | $6,832 |
| HOLCIM LTD NEW SPON ADR | $5,842 | $5,842 |
| HONG KONG EXCHANGE & CLEARING | $12,087 | $12,087 |
| HOYA CORP SPON ADR | $21,987 | $21,987 |
| IBERDROLA SA SPON ADR | $11,850 | $11,850 |
| INDUSTRIA DE DISENO TEXTIL IND ADR | $7,528 | $7,528 |
| ING GROEP N V NL SPON ADR | $11,247 | $11,247 |
| KBC GROUP NV ADR | $10,215 | $10,215 |
| KERING S A UN SPONSORED ADR | $9,581 | $9,581 |
| KONE OYJ ADR | $11,690 | $11,690 |
| KUBOTA CORP ADR JAPAN ADR | $9,496 | $9,496 |
| LEGAL & GENL GROUP PLC SPON ADR | $10,124 | $10,124 |
| LONDON STK EXCHANGE UNSPONSORED ADR | $9,554 | $9,554 |
| LONZA GROUP AG ADR | $17,869 | $17,869 |
| LOREAL CO ADR FRANCE ADR | $17,080 | $17,080 |
| LVMH MOET HENNESSY LOUIS NEW ADR | $27,473 | $27,473 |
| MAKITA CORP ADR JAPAN ADR | $9,385 | $9,385 |
| MUNICH RE GROUP ADR | $9,445 | $9,445 |
| NESTLE S A SPONSORED ADR | $31,864 | $31,864 |
| NIDEC CORP ADR | $11,952 | $11,952 |
| NOVO NORDISK ADR DENMARK ADR | $34,384 | $34,384 |
| ORSTED A/S UNSPONSORED ADR | $7,136 | $7,136 |
| PRUDENTIAL PLC ADR UNITED KINGDOM | $11,775 | $11,775 |
| RECRUIT HLDGS CO LTD UN SPONSORED ADR | $11,461 | $11,461 |
| RELX PLC SPON ADR | $14,772 | $14,772 |
| RIO TINTO PLC SPON ADR | $9,773 | $9,773 |
| RWE AG ADR | $8,084 | $8,084 |
| SAFRAN SA ADR | $7,617 | $7,617 |
| SCHNEIDER ELEC SE UNSPONSORED ADR | $21,173 | $21,173 |
| SEA LTD ADR | $7,382 | $7,382 |
| SHIN ETSU CHEM CO LTD ADR | $12,331 | $12,331 |
| SMC CORP SPON ADR | $12,673 | $12,673 |
| SMITH & NEPHEW PLC NEW | $7,201 | $7,201 |
| SONY CORP ADR NEW JAPAN ADR | $20,856 | $20,856 |
| STRAUMANN HLDG AG ADR | $12,636 | $12,636 |
| SVENSKA HANDELBANKEN AB ADR | $11,954 | $11,954 |
| SYMRISE AG ADR | $12,678 | $12,678 |
| SYSMEX CORP UNSPONSORED ADR | $8,200 | $8,200 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $26,709 | $26,709 |
| TENCENT HLDGS LTD ADR | $8,745 | $8,745 |
| TOKYO ELECTRON LTD ADR | $25,758 | $25,758 |
| TOTALENERGIES SE SPON ADR | $21,169 | $21,169 |
| VINCI S.A. ADR | $15,444 | $15,444 |
| VOLKSWAGEN AG UNSPONSORED ADR | $9,418 | $9,418 |
| VOLVO AB-A SHS UNSPONSORED ADR | $9,282 | $9,282 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $483,186 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $31,834 | Amt |
| Net Investment Income | $31,834 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CHRISTOPHER D CARLSON | |||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 |
| DEBRA L CARLSON | |||
| 11591 217TH AVE NW | ELK RIVER | MN | 55330 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,470 | $3,470 | $0 |
| FEDERAL TAX PAYMENTS | $14,948 | $0 | $0 |
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