JAMES M STANTON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES M STANTON FOUNDATION (EIN 27-5085632)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-10
- IRS object ID
- 202233149349101973
- 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 | 2022-11-10T11:58:33-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411292716 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COPELAND BUHL & COMPANY PLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 EAST WAYZATA BOULEVARD STE 300 | AddressLine1Txt |
| City | WAYZATA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 553911766 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275085632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES M STANTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 7634213500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4833 WEST 94TH STREET | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM T KEENAN III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7634213500 | PhoneNum |
| Signature | 2022-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | KEENAN III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL GIESE | PreparerPersonNm |
| PTIN | P02249920 | PTIN |
| Phone | 9524767100 | PhoneNum |
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 | $29,263,955 | 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 | $38,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $300,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $300,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$171,107 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,132,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $194,554 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $194,554 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,323,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $495,091 | 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 | $2,309 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,309 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $44,345 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $44,345 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $674 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $674 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $156,161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $156,161 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $203,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $203,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,079,983 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,079,983 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,283,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $203,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,079,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,040,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,602 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,012,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,012,255 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,093,430 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,251,700 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $65,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,105,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,263,955 | 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 | $65,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,105,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,105,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,105,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,040,512 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,105,685 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,105,685 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB | P | 2021-12-22 | 2022-06-30 | $15,132,151 | $15,369,549 | -$237,398 | -$237,398 |
| BLUE ROCK CAPITAL FUND LP | P | $66,284 | $66,284 | ||||
| CAPITAL GAINS DIVIDENDS | P | $7 | $7 | $7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$171,107 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $233 | 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 | $233 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,820 | 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 | WILLIAM T KEENAN III | IndividualWithBooksNm |
| Phone | 7634213500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4833 WEST 94TH STREET | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM T KEENAN III | ||||||||
| 4833 WEST 94TH STREET | BLOOMINGTON | MN | 55437 | PRESIDENT/TREASURER | 10.00 | $0 | $0 | $0 |
| PAUL MARZAHN | ||||||||
| 4833 WEST 94TH STREET | BLOOMINGTON | MN | 55437 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| TOM LOWE | ||||||||
| 4833 WEST 94TH STREET | BLOOMINGTON | MN | 55437 | 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 | $22,469,845 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,307,428 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,777,273 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,777,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $446,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,330,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,466,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,466,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,053 | TotalTaxAmt |
| Distributable Before Adj | $1,462,478 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,462,478 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,462,478 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,079,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,079,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,462,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,939 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $844,869 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,380,068 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,509,417 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,737,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,079,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,462,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,617,505 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,354,798 | 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 | $2,939 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,351,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $844,869 | ExcessFromYear3Amt |
| Excess From Year2 | $4,380,068 | ExcessFromYear2Amt |
| Excess From Year1 | $10,509,417 | ExcessFromYear1Amt |
| Excess From Current Year | $7,617,505 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 23RD VETERAN | ||||||||
| 24 NORTH 21ST AVENUE WEST | DULUTH | MN | 55806 | NONE | 501(C)3 | GENERAL PURPOSE | $75,000 | |
| 30 DAYS FOUNDATION | ||||||||
| 8014 OLSON MEMORIAL HIGHWAY 195 | GOLDEN VALLEY | MN | 55422 | NONE | 501(C)3 | GENERAL PURPOSE | $15,000 | |
| 360 COMMUNITIES | ||||||||
| 501 E HIGHWAY 13 SUITE 112 | BURNSVILLE | MN | 55337 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| AFRICAN DEVELOPMENT CENTER | ||||||||
| 1931 SOUTH 5TH STREET | MINNEAPOLIS | MN | 55454 | NONE | 501(C)3 | GENERAL PURPOSE | $50,000 | |
| AIN DAH YUNG CENTER | ||||||||
| 1089 PORTLAND AVENUE | ST PAUL | MN | 55104 | NONE | 501(C)3 | GENERAL PURPOSE | $50,000 | |
| ALLIANCE HOUSING | ||||||||
| 2309 NICOLLET AVENUE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | GENERAL PURPOSE | $468,650 | |
| ALEXANDRA HOUSE | ||||||||
| 10065 3RD STREET NORTHEAST | BLAINE | MN | 55434 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| AMERICAN HEROES OUTDOORS | ||||||||
| PO BOX 375 | FARGO | ND | 58107 | NONE | 501(C)3 | GENERAL PURPOSE | $15,000 | |
| ARTSPACE | ||||||||
| 250 THIRD AVENUE NORTH SUITE 400 | MINNEAPOLIS | MN | 55401 | NONE | 501(C)3 | GENERAL PURPOSE | $250,000 | |
| BELIEVET | ||||||||
| 3885 100TH STREET EAST | NORTHFIELD | MN | 55057 | NONE | 501(C)3 | GENERAL PURPOSE | $30,000 | |
| BETTER FUTURES MINNESOTA | ||||||||
| 813 NORTH 5TH STREET | MINNEAPOLIS | MN | 55401 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| BOLDER OPTIONS | ||||||||
| 2100 STEVENS AVENUE 200 | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| BREAKING FREE | ||||||||
| PO BOX 4366 | ST PAUL | MN | 55104 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| BRIDGING | ||||||||
| 201 WEST 87TH STREET | BLOOMINGTON | MN | 55420 | NONE | 501(C)3 | GENERAL PURPOSE | $10,000 | |
| CATHOLIC CHARITIES OF ST PAUL AND MINNEAPOLIS | ||||||||
| 341 CHESTER STREET | ST PAUL | MN | 55107 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| CENTER FOR IRISH MUSIC | ||||||||
| 836 PRIOR AVENUE NORTH 400 | ST PAUL | MN | 55104 | NONE | 501(C)3 | GENERAL PURPOSE | $15,000 | |
| CHICAGO AVENUE FIRE ARTS CENTER | ||||||||
| 3749 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | NONE | 501(C)3 | GENERAL PURPOSE | $15,000 | |
| COMMUNITY CARES MN | ||||||||
| 5751 150TH STREET WEST | APPLE VALLEY | MN | 55124 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| COMMUNITY EMERGENCY SERVICE | ||||||||
| 1900 11TH AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| CULTURAL WELLNESS CENTER | ||||||||
| 2025 PORTLAND AVENUE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| DUNWOODY COLLEGE OF TECHNOLOGY | ||||||||
| 818 DUNWOODY BOULEVARD | MINNEAPOLIS | MN | 55403 | NONE | 501(C)3 | GENERAL PURPOSE | $1,000,000 | |
| EAGLES GROUP OF MN VETS | ||||||||
| PO BOX 390724 | MINNEAPOLIS | MN | 55439 | NONE | 501(C)3 | GENERAL PURPOSE | $10,000 | |
| EAST SIDE NEIGHBORHOOD DEVELOPMENT COMPANY | ||||||||
| 965 PAYNE AVENUE SUITE 201 | ST PAUL | MN | 55130 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| ELIM CHURCH (HOPE AVENUE) | ||||||||
| 685 13TH AVENUE NORTHEAST | MINNEAPOLIS | MN | 55413 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| EVERY MEAL | ||||||||
| 2723 PATTON ROAD | ROSEVILLE | MN | 55113 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| EVERY THIRD SATURDAY | ||||||||
| 4303 EAST 54TH STREET | MINNEAPOLIS | MN | 55417 | NONE | 501(C)3 | GENERAL PURPOSE | $15,000 | |
| GOODWILL EASTER SEALS | ||||||||
| 553 FAIRVIEW AVENUE NORTH | ST PAUL | MN | 55104 | NONE | 501(C)3 | GENERAL PURPOSE | $50,000 | |
| HALLIE Q BROWN COMMUNITY CENTER INC | ||||||||
| 270 NORTH KENT STREET | ST PAUL | MN | 55102 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| HOMELESS AND WOUNDED WARRIORS | ||||||||
| 21175 COUNTY ROAD 1 | EMILY | MN | 56447 | NONE | 501(C)3 | GENERAL PURPOSE | $2,000 | |
| HOPE COMMUNITY | ||||||||
| 611 EAST FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| INTERFAITH OUTREACH | ||||||||
| 1605 COUNTY ROAD 101 NORTH | PLYMOUTH | MN | 55447 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| JUXTAPOSITION ARTS | ||||||||
| 2007 EMERSON AVENUE NORTH | MINNEAPOLIS | MN | 55411 | NONE | 501(C)3 | GENERAL PURPOSE | $50,000 | |
| KEYSTONE COMMUNITY SERVICES | ||||||||
| 2000 SAINT ANTHONY AVENUE | ST PAUL | MN | 55104 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| LATINO ECONOMIC DEVELOPMENT CENTER | ||||||||
| 804 MARGARET STREET | ST PAUL | MN | 55106 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| LOAVES AND FISHES | ||||||||
| 721 KASOTA AVENUE SOUTHEAST | MINNEAPOLIS | MN | 55414 | NONE | 501(C)3 | GENERAL PURPOSE | $50,000 | |
| LUTHERAN SOCIAL SERVICE | ||||||||
| 2485 COMO AVENUE | ST PAUL | MN | 55108 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| MAD DADS OF MINNEAPOLIS | ||||||||
| 3026 4TH AVENUE SOUTH | MINNEAPOLIS | MN | 55408 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| MICROGRANTS | ||||||||
| 1035 EAST FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | GENERAL PURPOSE | $586,000 | |
| MINNEAPOLIS HEART INSTITUTE FOUNDATION | ||||||||
| 920 EAST 28TH ST STE 100 | MINNEAPOLIS | MN | 55407 | NONE | 501(C)3 | GENERAL PURPOSE | $1,200,000 | |
| MINNESOTA ASSISTANCE COUNCIL FOR VETERANS | ||||||||
| 1000 UNIVERSITY AVENUE WEST SUITE | ST PAUL | MN | 55104 | NONE | 501(C)3 | GENERAL PURPOSE | $250,000 | 10 |
| MINNETONKA ARTS CENTER | ||||||||
| 2240 NORTH SHORE DRIVE | WAYZATA | MN | 55391 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| NEIGHBORHOOD DEVELOPMENT CENTER | ||||||||
| 663 UNIVERSITY AVENUE SUITE 200 | ST PAUL | MN | 55104 | NONE | 501(C)3 | GENERAL PURPOSE | $800,000 | |
| NEIGHBORHOOD HOUSE | ||||||||
| 179 ROBIE STREET EAST | ST PAUL | MN | 55107 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| NORTHSIDE ACHIEVEMENT ZONE | ||||||||
| 2123 WEST BROADWAY AVENUE 100 | MINNEAPOLIS | MN | 55411 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| NORTHSIDE ECONOMIC OPPORTUNITY NETWORK | ||||||||
| 1007 WEST BROADWAY AVENUE NORTH | MINNEAPOLIS | MN | 55411 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| OPEN ARMS OF MINNESOTA | ||||||||
| 2500 BLOOMINGTON AVENUE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| OPEN YOUR HEART TO THE HUNGRY AND HOMELESS | ||||||||
| 122 WEST FRANKLIN AVENUE SUITE 610 | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| PREPARE PROSPER | ||||||||
| 2610 UNIVERSITY AVENUE WEST SUITE | ST PAUL | MN | 55114 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | 450 |
| PRISM | ||||||||
| 1220 ZANE AVENUE NORTH | GOLDEN VALLEY | MN | 55422 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| PROJECT FOR PRIDE IN LIVING | ||||||||
| 1035 EAST FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | GENERAL PURPOSE | $1,383,333 | |
| REBUILDING TOGETHER | ||||||||
| 1050 SOUTHEAST 33RD AVENUE SUITE | MINNEAPOLIS | MN | 55414 | NONE | 501(C)3 | GENERAL PURPOSE | $360,000 | 200 |
| SECOND HARVEST HEARTLAND | ||||||||
| 7101 WINNETKA AVENUE NORTH | BROOKLYN PARK | MN | 55428 | NONE | 501(C)3 | GENERAL PURPOSE | $50,000 | |
| SHARING & CARING HANDS | ||||||||
| 525 NORTH 7TH STREET | MINNEAPOLIS | MN | 55405 | NONE | 501(C)3 | GENERAL PURPOSE | $10,000 | |
| SIMPSON HOUSING SERVICES | ||||||||
| 2740 1ST AVENUE SOUTH | MINNEAPOLIS | MN | 55408 | NONE | 501(C)3 | GENERAL PURPOSE | $100,000 | |
| SPRINGBOARD FOR THE ARTS | ||||||||
| 262 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55103 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| ST OLAF CHURCH MINNEAPOLIS | ||||||||
| 215 SOUTH 8TH STREET | MINNEAPOLIS | MN | 55402 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| SUMMIT ACADEMY | ||||||||
| 935 OLSON MEMORIAL HIGHWAY | MINNEAPOLIS | MN | 55405 | NONE | 501(C)3 | GENERAL PURPOSE | $600,000 | |
| TASKS UNLIMITED | ||||||||
| 2419 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| THE BRIDGE FOR YOUTH | ||||||||
| 1111 WEST 22ND STREET | MINNEAPOLIS | MN | 55405 | NONE | 501(C)3 | GENERAL PURPOSE | $50,000 | |
| THE LIFT GARAGE | ||||||||
| 2401 EAST LAKE STREET | MINNEAPOLIS | MN | 55406 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| THE LINK | ||||||||
| 1210 GLENWOOD AVENUE | MINNEAPOLIS | MN | 55405 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| THE MISSION CONTINUES | ||||||||
| 1141 SOUTH 7TH STREET | ST LOUIS | MO | 63104 | NONE | 501(C)3 | GENERAL PURPOSE | $10,000 | |
| THE OPEN DOOR | ||||||||
| 3910 RAHN ROAD | EAGAN | MN | 55122 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| TWIN CITIES RISE | ||||||||
| 1301 BRYANT AVENUE NORTH | MINNEAPOLIS | MN | 55411 | NONE | 501(C)3 | GENERAL PURPOSE | $500,000 | |
| UJAMAA PLACE | ||||||||
| 1821 UNIVERSITY AVENUE SUITE N187 | ST PAUL | MN | 55104 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| UNION GOSPEL MISSION | ||||||||
| 77 9TH STREET EAST | ST PAUL | MN | 55101 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| UNITED HEROES LEAGUE | ||||||||
| 15211 RAVENNA TRAIL | HASTINGS | MN | 55033 | NONE | 501(C)3 | GENERAL PURPOSE | $50,000 | |
| URBAN HOMEWORKS INC | ||||||||
| 2015 EMERSON AVENUE N | MINNEAPOLIS | MN | 55411 | NONE | 501(C)3 | GENERAL PURPOSE | $50,000 | |
| WALK IN COUNSELING CENTER | ||||||||
| 2421 CHICAGO AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | GENERAL PURPOSE | $10,000 | |
| YOUTHLINK | ||||||||
| 41 NORTH 12TH STREET | MINNEAPOLIS | MN | 55403 | NONE | 501(C)3 | GENERAL PURPOSE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,079,983 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $300,537 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,554 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$171,107 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $323,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $323,984 | 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 | JAMES M STANTON IRREVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4833 WEST 94TH STREET | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $38,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,309 | Amt |
| Net Investment Income | $2,309 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLUE ROCK CAPITAL FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $18,093,430 | BookValueAmt |
| EOYFMV | $18,251,700 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MN FILING FEE | $25 | $25 | $0 |
| INVESTMENT EXPENSES | $156,136 | $156,136 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PORTFOLIO INCOME | $2,300 | $2,300 | $2,300 |
| ORDINARY INCOME FROM PASSTHROUGH | $192,254 | $192,254 | $192,254 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $674 | Amt |
| Net Investment Income | $674 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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