ROCHESTER AREA FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER AREA FOUNDATION (EIN 41-6017740)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-24
- IRS object ID
- 202242979349300624
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-24T08:51:38-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST FIRST STREET SUITE 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416017740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCH | BusinessNameControlTxt |
| Phone | 5072820203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER WOODFORD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5072820203 | PhoneNum |
| Signature | 2022-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | WOODFORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE BOYER | PreparerPersonNm |
| PTIN | P01278549 | PTIN |
| Phone | 2187275025 | PhoneNum |
| Preparation | 2022-10-19 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER WOODFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,745,870 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.ROCHESTERAREA.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 59 | TotalVolunteersCnt |
| Total Gross UBI | -$17,057 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,450,319 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,167,652 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $457,055 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $449,326 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,786,129 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,118,449 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$37,364 | PYOtherRevenueAmt |
| CY Other Revenue | -$32,008 | CYOtherRevenueAmt |
| PY Total Revenue | $8,656,139 | PYTotalRevenueAmt |
| CY Total Revenue | $11,703,419 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,381,138 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,021,217 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $498,218 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $463,486 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $263,008 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $598,744 | PYOtherExpensesAmt |
| CY Other Expenses | $1,030,630 | CYOtherExpensesAmt |
| PY Total Expenses | $6,478,100 | PYTotalExpensesAmt |
| CY Total Expenses | $6,515,333 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,178,039 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,188,086 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,010,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,116,721 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,891,442 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,752,240 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,118,988 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,364,481 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,712,533 | ExpenseAmt |
| Grant | $5,021,217 | GrantAmt |
| Revenue | $449,326 | RevenueAmt |
| Desc | GRANTS WERE PROVIDED TO ORGANIZATIONS PROVIDING FREE LEGAL CLINICS, EDUCATIONAL TUTORING AND DATA SHARING SERVICES, CULTURAL SERVICES AND EDUCATION, AND A VARIETY OF OTHER PROGRAMS SERVING COMMUNITY NEEDS | Desc |
| Total Program Service Expenses | $5,712,533 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER WOODFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5072820203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| TONY BENSON | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY EHMKE | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL GORMAN | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BETH KREHBIEL | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREG LAYTON | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WALT LING | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE OETH | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE PARADISE | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE THOMPSON | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAREL WEIGEL | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS WENDLAND | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DON SUPALLA | |||||||
| CHAIR | 6.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR KATHRYN LOMBARDO | |||||||
| 1ST VICE CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LARRY KOSHIRE | |||||||
| 2ND VICE CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DENISE KELLY | |||||||
| SECRETARY | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARCO WAGEMAN | |||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENNIFER WOODFORD | |||||||
| EXECUTIVE DIRECTOR | 30.00 | 12.00 | $103,785 | $34,595 | $9,996 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $103,785 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $34,595 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,996 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $635 | FundraisingAmt |
| Government Grants | $125,000 | GovernmentGrantsAmt |
| All Other Contributions | $7,042,017 | AllOtherContributionsAmt |
| Noncash Contributions | $721,343 | NoncashContributionsAmt |
| Total Contributions | $7,167,652 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMIN FEE INCOME | 900099 | $356,847 | $356,847 |
| OTHER INCOME | 900099 | $92,479 | $92,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $449,326 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $842,270 | TotalRevenueColumnAmt |
| Exclusion | $842,270 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,443 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,451 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$32,008 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$32,008 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$17,057 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$14,951 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,276,179 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,276,179 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,276,179 | TotalRevenueColumnAmt |
| Exclusion | $3,276,179 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $635 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,703,419 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $449,326 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$17,057 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,103,498 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,021,217 | TotalAmt |
| Program Services | $5,021,217 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,283 | TotalAmt |
| Program Services | $52,303 | ProgramServicesAmt |
| Management And General | $38,949 | ManagementAndGeneralAmt |
| Fundraising | $20,031 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,718 | TotalAmt |
| Program Services | $130,058 | ProgramServicesAmt |
| Management And General | $96,851 | ManagementAndGeneralAmt |
| Fundraising | $49,809 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,902 | TotalAmt |
| Program Services | $6,534 | ProgramServicesAmt |
| Management And General | $4,866 | ManagementAndGeneralAmt |
| Fundraising | $2,502 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,940 | TotalAmt |
| Program Services | $15,012 | ProgramServicesAmt |
| Management And General | $11,179 | ManagementAndGeneralAmt |
| Fundraising | $5,749 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,643 | TotalAmt |
| Program Services | $13,932 | ProgramServicesAmt |
| Management And General | $10,375 | ManagementAndGeneralAmt |
| Fundraising | $5,336 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,915 | TotalAmt |
| Program Services | $1,840 | ProgramServicesAmt |
| Management And General | $1,370 | ManagementAndGeneralAmt |
| Fundraising | $705 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,861 | TotalAmt |
| Program Services | $22,025 | ProgramServicesAmt |
| Management And General | $16,401 | ManagementAndGeneralAmt |
| Fundraising | $8,435 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,519 | TotalAmt |
| Program Services | $22,334 | ProgramServicesAmt |
| Management And General | $16,632 | ManagementAndGeneralAmt |
| Fundraising | $8,553 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,595 | TotalAmt |
| Program Services | $313,771 | ProgramServicesAmt |
| Management And General | $233,658 | ManagementAndGeneralAmt |
| Fundraising | $120,166 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,200 | TotalAmt |
| Program Services | $30,174 | ProgramServicesAmt |
| Management And General | $22,470 | ManagementAndGeneralAmt |
| Fundraising | $11,556 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,842 | TotalAmt |
| Program Services | $12,956 | ProgramServicesAmt |
| Management And General | $16,242 | ManagementAndGeneralAmt |
| Fundraising | $1,644 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,991 | TotalAmt |
| Program Services | $10,336 | ProgramServicesAmt |
| Management And General | $7,697 | ManagementAndGeneralAmt |
| Fundraising | $3,958 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537 | TotalAmt |
| Program Services | $269 | ProgramServicesAmt |
| Management And General | $161 | ManagementAndGeneralAmt |
| Fundraising | $107 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,585 | TotalAmt |
| Program Services | $1,358 | ProgramServicesAmt |
| Management And General | $10,869 | ManagementAndGeneralAmt |
| Fundraising | $1,358 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114 | TotalAmt |
| Program Services | $54 | ProgramServicesAmt |
| Management And General | $40 | ManagementAndGeneralAmt |
| Fundraising | $20 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,624 | TotalAmt |
| Program Services | $3,114 | ProgramServicesAmt |
| Management And General | $2,318 | ManagementAndGeneralAmt |
| Fundraising | $1,192 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $77,371 | $36,364 | $27,080 | $13,927 |
| DUES AND SUBSCRIPTIONS | $11,814 | $1,181 | $9,452 | $1,181 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,662 | TotalAmt |
| Program Services | $17,701 | ProgramServicesAmt |
| Management And General | $13,182 | ManagementAndGeneralAmt |
| Fundraising | $6,779 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,515,333 | TotalAmt |
| Program Services | $5,712,533 | ProgramServicesAmt |
| Management And General | $539,792 | ManagementAndGeneralAmt |
| Fundraising | $263,008 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,122 | BOYAmt |
| EOY | $842,058 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,627,859 | BOYAmt |
| EOY | $3,180,932 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,088 | BOYAmt |
| EOY | $12,323 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,780 | BOYAmt |
| EOY | $8,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,634,596 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $557,587 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,145,511 | BOYAmt |
| EOY | $2,077,009 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,267,284 | BOYAmt |
| EOY | $37,469,595 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,786 | BOYAmt |
| EOY | $1,526,239 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,010,430 | BOYAmt |
| EOY | $45,116,721 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,082 | BOYAmt |
| EOY | $169,244 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,295 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,529 | BOYAmt |
| EOY | $513,711 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,085,831 | BOYAmt |
| EOY | $1,055,990 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,891,442 | BOYAmt |
| EOY | $1,752,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,686,582 | BOYAmt |
| EOY | $37,830,087 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,432,406 | BOYAmt |
| EOY | $5,534,394 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,118,988 | BOYAmt |
| EOY | $43,364,481 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,010,430 | BOYAmt |
| EOY | $45,116,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,188,086 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $57,407 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,861,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,949,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,457,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,450,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,167,652 | CurrentTaxYearAmt |
| Total | $24,886,342 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,861,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,949,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,457,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,450,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,167,652 | CurrentTaxYearAmt |
| Total | $24,886,342 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,591,111 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,295,231 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $517,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $372,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $638,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $852,713 | CurrentTaxYearAmt |
| Total | $2,646,045 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $28,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,674 | CurrentTaxYearMinus2YearsAmt |
| Total | $29,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,562,373 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,184,408 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 191 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $3,137,433 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,027,655 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $16,355,532 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $94,134 | BeginningBalanceAmt |
| Distributions During Year | $94,134 | DistributionsDuringYearAmt |
| Ending Balance | $0 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,177,197 | BeginningYearBalanceAmt |
| Contributions | $6,915,243 | ContributionsAmt |
| Investment Earnings Or Losses | $2,026,787 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,644,387 | GrantsOrScholarshipsAmt |
| Other Expenditures | $677,732 | OtherExpendituresAmt |
| Administrative Expenses | $5,000 | AdministrativeExpensesAmt |
| End Year Balance | $17,792,108 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,857,808 | BeginningYearBalanceAmt |
| Contributions | $2,275,158 | ContributionsAmt |
| Investment Earnings Or Losses | $1,649,355 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,338,756 | GrantsOrScholarshipsAmt |
| Other Expenditures | $266,658 | OtherExpendituresAmt |
| Administrative Expenses | -$290 | AdministrativeExpensesAmt |
| End Year Balance | $14,177,197 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,868,730 | BeginningYearBalanceAmt |
| Contributions | $1,240,322 | ContributionsAmt |
| Investment Earnings Or Losses | $2,439,347 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $262,192 | GrantsOrScholarshipsAmt |
| Other Expenditures | $856,388 | OtherExpendituresAmt |
| Administrative Expenses | $6,572,011 | AdministrativeExpensesAmt |
| End Year Balance | $12,857,808 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,773,665 | BeginningYearBalanceAmt |
| Contributions | $1,429,612 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,161,500 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,660,611 | GrantsOrScholarshipsAmt |
| Other Expenditures | $517,436 | OtherExpendituresAmt |
| End Year Balance | $16,863,730 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,349,386 | BeginningYearBalanceAmt |
| Contributions | $850,945 | ContributionsAmt |
| Investment Earnings Or Losses | $2,221,166 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $323,916 | GrantsOrScholarshipsAmt |
| Other Expenditures | $323,916 | OtherExpendituresAmt |
| End Year Balance | $18,773,665 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $239,669 | OtherCostOrOtherBasisAmt |
| Book Value | $239,669 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,072,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $204,896 | DepreciationAmt |
| Book Value | $1,867,886 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $322,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $352,691 | DepreciationAmt |
| Book Value | -$30,546 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,077,009 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN MARKETABLE SECURITIES | Desc |
| Book Value | $37,469,595 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,469,595 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNITRUST OBLIGATIONS | $536,300 |
| REFUNDABLE ADVANCES | $519,300 |
| ANNUITIES PAYABLE | $390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,055,990 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF 189 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. THE FOUNDATION BELIEVES THAT NO SIGNIFICANT UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN IN ITS TAX RETURNS. AT DECEMBER 31, 2021, GENERALLY, THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2018 TO 2021. AT DECEMBER 31, 2021 AND 2020, THE FOUNDATION DID NOT RECORD ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (142 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY CHARITABLE | |||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | 110303001 | 501(C)(3) | $57,625 | $0 | PROGRAM SUPPORT | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | 020554654 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT | |
| COMMUNITY DENTAL CARE | |||||||||
| 2120 US HIGHWAY 14 EAST | ROCHESTER | MN | 55904 | 043692982 | 501(C)(3) | $24,500 | $0 | PROGRAM SUPPORT | |
| SPORTS MENTORSHIP ACADEMY | |||||||||
| 3270 19TH STREET NW SUITE 208 | ROCHESTER | MN | 55901 | 061777757 | 501(C)(3) | $25,210 | $0 | PROGRAM SUPPORT | |
| PLANNED PARENTHOOD NORTH CENTRAL STATES | |||||||||
| 671 VANDALIA STREET 323 | SAINT PAUL | MN | 55114 | 131644147 | 501(C)(3) | $5,600 | $0 | PROGRAM SUPPORT | |
| AMERICAN CANCER SOCIETY-SANDRA J SCHULZE HOPE LODGE | |||||||||
| 411 2ND STREET NW | ROCHESTER | MN | 55901 | 131788491 | 501(C)(3) | $8,350 | $0 | PROGRAM SUPPORT | |
| PARALYZED VETERANS OF AMERICA | |||||||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | 131946868 | 501(C)(3) | $25,000 | $0 | PROGRAM SUPPORT | |
| DOCTORS WITHOUT BORDERS | |||||||||
| PO BOX 5023 | HAGERSTOWN | MD | 217419802 | 133433452 | 501(C)(3) | $11,650 | $0 | PROGRAM SUPPORT | |
| CATHOLIC RELIEF SERVICES | |||||||||
| P O BOX 17090 | BALTIMORE | MD | 21297 | 135563422 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| JUSTFAITH MINISTRIES | |||||||||
| PO BOX 221348 | LOUISVILLE | KY | 402521348 | 201377228 | 501(C)(3) | $125,000 | $0 | PROGRAM SUPPORT | |
| WISHES & MORE | |||||||||
| 961 HILLWIND RD NE | MINNEAPOLIS | MN | 55432 | 201766318 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT | |
| CHILDREN'S DENTAL HEALTH SERVICES | |||||||||
| 903 W CENTER ST SUITE 130 | ROCHESTER | MN | 55902 | 203677586 | 501(C)(3) | $27,443 | $0 | PROGRAM SUPPORT | |
| PACELLI CATHOLIC SCHOOLS | |||||||||
| 511 4TH AVENUE NW | AUSTIN | MN | 55912 | 204023381 | 501(C)(3) | $50,000 | $0 | PROGRAM SUPPORT | |
| ROCHESTER DANCE COMPANY | |||||||||
| PO BOX 7262 | ROCHESTER | MN | 55903 | 204174471 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT | |
| SING OUT LOUD | |||||||||
| 2222 HIGHWAY 52 NW | ROCHESTER | MN | 55903 | 208822875 | 501(C)(3) | $10,082 | $0 | PROGRAM SUPPORT | |
| B'NAI ISRAEL SYNAGOGUE | |||||||||
| 621 2ND ST SW | ROCHESTER | MN | 559022932 | 237305164 | 501(C)(3) | $18,800 | $0 | PROGRAM SUPPORT | |
| CHAD GREENWAY LEAD THE WAY FOUNDATION | |||||||||
| 59 CAVALIER BLVD STE 310 | FLORENCE | KY | 41042 | 261782419 | 501(C)(3) | $7,000 | $0 | PROGRAM SUPPORT | |
| NEXT CHAPTER MINISTRIES | |||||||||
| PO BOX 9321 | ROCHESTER | MN | 55903 | 300050922 | 501(C)(3) | $24,900 | $0 | PROGRAM SUPPORT | |
| COLLEGE OF WOOSTER | |||||||||
| 1101 N BEVER ST | WOOSTER | OH | 44691 | 340714654 | 501(C)(3) | $15,000 | $0 | EDUCATIONAL PROGRAM SUPPORT | |
| WAYNE COUNTY COMMUNITY FOUNDATION | |||||||||
| 517 N MARKET ST | WOOSTER | OH | 44691 | 341281026 | 501(C)(3) | $25,000 | $0 | COMMUNITY PROGRAM SUPPORT | |
| BRAD WHITE MINISTRIES | |||||||||
| PO BOX 1255 | CORDOVA | TN | 38088 | 352374872 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT | |
| MIRACLE FIELD OF SOUTHEASTERN MINNESOTA | |||||||||
| C/O CARDINAL OF MINNESOTA 3008 | ROCHESTER | MN | 55906 | 352416181 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | WELLNER DRIVE NE |
| DOROTHY DAY HOSPITALITY HOUSE | |||||||||
| 703 1ST ST SW | ROCHESTER | MN | 559026293 | 363348305 | 501(C)(3) | $17,290 | $0 | PROGRAM SUPPORT | |
| APPLE TREE DENTAL | |||||||||
| 2442 MOUNDS VIEW BLVD | MOUNDS VIEW | MN | 55112 | 363411437 | 501(C)(3) | $35,250 | $0 | PROGRAM SUPPORT | |
| FRIENDS OF QUARRY NATURE CENTER INC | |||||||||
| 701 SILVER CREEK RD NE | ROCHESTER | MN | 55906 | 363416399 | 501(C)(3) | $7,313 | $0 | PROGRAM SUPPORT | |
| SOUTHERN MINNESOTA INITIATIVE FOUNDATION | |||||||||
| 525 FLORENCE AVENUE | OWATONNA | MN | 55060 | 363454285 | 501(C)(3) | $6,200 | $0 | PROGRAM SUPPORT | |
| HILLSDALE COLLEGE | |||||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | 381374230 | 501(C)(3) | $25,000 | $0 | PROGRAM SUPPORT | |
| ST COLETTA OF WISCONSIN INC | |||||||||
| N4637 COUNTY RD Y | JEFFERSON | WI | 53549 | 390816255 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| DUNWOODY COLLEGE OF TECHNOLOGY | |||||||||
| 818 DUNWOODY BOULEVARD | MINNEAPOLIS | MN | 55403 | 410693856 | 501(C)(3) | $100,000 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF ST THOMAS | |||||||||
| 2115 SUMMIT AVENUE | ST PAUL | MN | 551051096 | 410693970 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT | |
| CHRIST UNITED METHODIST CHURCH | |||||||||
| 400 5TH AVENUE SW | ROCHESTER | MN | 55902 | 410693980 | 501(C)(3) | $46,760 | $0 | PROGRAM SUPPORT | |
| ST FRANCIS OF ASSISI CATHOLIC CHURCH | |||||||||
| 1114 THIRD STREET SE | ROCHESTER | MN | 55906 | 410694749 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| FIRST PRESBYTERIAN CHURCH | |||||||||
| 512 3RD ST SW | ROCHESTER | MN | 559023141 | 410694750 | 501(C)(3) | $13,600 | $0 | PROGRAM SUPPORT | |
| SISTERS OF ST FRANCIS - ROCHESTER MN | |||||||||
| 1001 14TH ST NW SUITE 100 | ROCHESTER | MN | 55901 | 410695522 | 501(C)(3) | $6,900 | $0 | PROGRAM SUPPORT | |
| ST MARY'S ON THE LAKE CATHOLIC CHURCH | |||||||||
| 419 WEST LYON AVENUE | LAKE CITY | MN | 55041 | 410695529 | 501(C)(3) | $8,000 | $0 | PROGRAM SUPPORT | |
| UNITED WAY OF OLMSTED COUNTY | |||||||||
| 903 WEST CENTER ST STE 100 | ROCHESTER | MN | 55902 | 410695594 | 501(C)(3) | $58,770 | $0 | PROGRAM SUPPORT | |
| GAMEHAVEN COUNCIL BOY SCOUTS OF AMERICA | |||||||||
| 607 EAST CENTER ST | ROCHESTER | MN | 55904 | 410698309 | 501(C)(3) | $18,636 | $0 | PROGRAM SUPPORT | |
| SALVATION ARMY - ROCHESTER | |||||||||
| 20 1ST AVE NE | ROCHESTER | MN | 559063706 | 410698597 | 501(C)(3) | $49,002 | $0 | PROGRAM SUPPORT | |
| OLMSTED COUNTY AG ASSOCIATION DBA OLMSTED COUNTY FAIR | |||||||||
| 1403 3RD AVE SE | ROCHESTER | MN | 55904 | 410709864 | 501(C)(3) | $11,137 | $0 | PROGRAM SUPPORT | |
| HISTORY CENTER OF OLMSTED COUNTY | |||||||||
| 1195 WEST CIRCLE DR SW | ROCHESTER | MN | 559026619 | 410718368 | 501(C)(3) | $49,290 | $0 | PROGRAM SUPPORT | |
| ZUMBRO LUTHERAN CHURCH | |||||||||
| 624 3RD AVE SW | ROCHESTER | MN | 55902 | 410718374 | 501(C)(3) | $23,000 | $0 | PROGRAM SUPPORT | |
| CHURCH OF SAINT JOHN THE EVANGELIST | |||||||||
| 11 4TH AVE SW | ROCHESTER | MN | 559023098 | 410733599 | 501(C)(3) | $13,500 | $0 | PROGRAM SUPPORT | |
| ROCHESTER CATHOLIC SCHOOLS | |||||||||
| 2800 19TH STREET NW | ROCHESTER | MN | 55901 | 410740119 | 501(C)(3) | $53,600 | $0 | LOURDES FOUNDATION | |
| CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIST | |||||||||
| 974 SKYLINE DRIVE SW | ROCHESTER | MN | 55902 | 410760826 | 501(C)(3) | $11,000 | $0 | PROGRAM SUPPORT | |
| ROCHESTER ART CENTER | |||||||||
| 30 CIVIC CENTER DRIVE SE STE 120 | ROCHESTER | MN | 55904 | 410799310 | 501(C)(3) | $42,897 | $0 | PROGRAM SUPPORT | |
| ABILITY BUILDING COMMUNITY | |||||||||
| 1911 14TH ST NW | ROCHESTER | MN | 55901 | 410829178 | 501(C)(3) | $40,440 | $0 | PROGRAM SUPPORT | |
| ROCHESTER CIVIC THEATRE INC | |||||||||
| 30 CIVIC CENTER DRIVE SE | ROCHESTER | MN | 55904 | 410829271 | 501(C)(3) | $27,113 | $0 | PROGRAM SUPPORT | |
| POSSABILITIES OF SOUTHERN MN | |||||||||
| 1808 3RD AVENUE SE | ROCHESTER | MN | 55904 | 410853397 | 501(C)(3) | $13,850 | $0 | PROGRAM SUPPORT | |
| OLMSTED MEDICAL CENTER | |||||||||
| 210 9TH STREET SE | ROCHESTER | MN | 559046425 | 410855367 | 501(C)(3) | $30,964 | $0 | PROGRAM SUPPORT | |
| ST LUKE'S EPISCOPAL CHURCH | |||||||||
| 1884 22ND STREET NW | ROCHESTER | MN | 55901 | 410876187 | 501(C)(3) | $12,760 | $0 | PROGRAM SUPPORT | |
| FAMILY SERVICE ROCHESTER | |||||||||
| 4600 18TH AVENUE NW | ROCHESTER | MN | 55901 | 410883453 | 501(C)(3) | $9,200 | $0 | PROGRAM SUPPORT | |
| DODGE COUNTY FOOD SHELF | |||||||||
| 20 E VETERANS MEMORIAL HIGHWAY | KASSON | MN | 55944 | 410907135 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT | |
| MAYO FOUNDATION | |||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 410944601 | 501(C)(3) | $42,312 | $0 | PROGRAM SUPPORT | |
| MINNESOTA PUBLIC RADIO | |||||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 55101 | 410953924 | 501(C)(3) | $18,962 | $0 | PROGRAM SUPPORT | |
| CAMP OLSON - YMCA | |||||||||
| 4160 LITTLE BOY RD NE | LONGVILLE | MN | 56655 | 410967781 | 501(C)(3) | $7,690 | $0 | PROGRAM SUPPORT | |
| THE CHILDREN'S PLACE | |||||||||
| 3703 FAIRWAY PLACE NW | ROCHESTER | MN | 55901 | 410988136 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT | |
| OPPORTUNITY SERVICES | |||||||||
| 140 ELTON HILLS LANE NW STE 300 | ROCHESTER | MN | 55901 | 410990502 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT | |
| LEGAL ASSISTANCE OF OLMSTED COUNTY | |||||||||
| 1700 N BROADWAY STE 124 | ROCHESTER | MN | 55906 | 410992471 | 501(C)(3) | $43,720 | $0 | PROGRAM SUPPORT | |
| COMMUNITY HEALTH SERVICE INC | |||||||||
| RCTC HEINTZ CENTER 1926 COLLEGEVIEW | ROCHESTER | MN | 55904 | 411000060 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT | RD SE |
| IRONWOOD SPRINGS CHRISTIAN RANCH | |||||||||
| 7291 COUNTY ROAD 6 SW | STEWARTVILLE | MN | 559768257 | 411281157 | 501(C)(3) | $36,850 | $0 | PROGRAM SUPPORT | |
| OLMSTED COUNTY 4-H | |||||||||
| 1421 SE 3RD AVENUE SE | ROCHESTER | MN | 55904 | 411300287 | 501(C)(3) | $15,128 | $0 | PROGRAM SUPPORT | |
| WOMEN'S SHELTER & SUPPORT CENTER | |||||||||
| RCTC HEINTZ CENTER | ROCHESTER | MN | 55903 | 411316614 | 501(C)(3) | $8,150 | $0 | TRANFORMING LIVES | |
| FRIENDS OF THE ROCHESTER PUBLIC LIBRARY INC | |||||||||
| 101 2ND STREET SE | ROCHESTER | MN | 55904 | 411337908 | 501(C)(3) | $12,351 | $0 | PROGRAM SUPPORT | |
| RONALD MCDONALD HOUSE OF ROCHESTER MN | |||||||||
| 850 2ND STREET SW | ROCHESTER | MN | 55902 | 411344744 | 501(C)(3) | $42,760 | $0 | PROGRAM SUPPORT | |
| ROCHESTER YOUTH SOCCER ASSOCIATION DBA- MINNESOTA RUSH | |||||||||
| 380 WOODLAKE DR DE | ROCHESTER | MN | 55904 | 411372129 | 501(C)(3) | $25,000 | $0 | PROGRAM SUPPORT | |
| CHANNEL ONE REGIONAL FOOD BANK | |||||||||
| 131 SE 35TH ST | ROCHESTER | MN | 55904 | 411379713 | 501(C)(3) | $115,500 | $0 | PROGRAM SUPPORT | |
| BEAR CREEK SERVICES INC | |||||||||
| 3108 US 52 N | ROCHESTER | MN | 55076 | 411390671 | 501(C)(3) | $7,720 | $0 | PROGRAM SUPPORT | |
| MAKE-A-WISH MINNESOTA | |||||||||
| 1919 UNIVERSITY AVENUE E STE 415 | SAINT PAUL | MN | 55104 | 411422893 | 501(C)(3) | $25,200 | $0 | PROGRAM SUPPORT | |
| FRIENDS OF OXBOW | |||||||||
| PO BOX 6552 | ROCHESTER | MN | 55903 | 411440844 | 501(C)(3) | $24,250 | $0 | PROGRAM SUPPORT | |
| GIFT OF LIFE INC | |||||||||
| 705 2ND ST SW | ROCHESTER | MN | 55902 | 411495845 | 501(C)(3) | $36,960 | $0 | PROGRAM SUPPORT | |
| MN ADULT & TEEN CHALLENGE | |||||||||
| 740 EAST 24TH STREET | MINNEAPOLIS | MN | 55404 | 411517351 | 501(C)(3) | $21,900 | $0 | PROGRAM SUPPORT | |
| PAX CHRISTI CATHOLIC CHURCH | |||||||||
| 4135 18TH AVENUE NW | ROCHESTER | MN | 55901 | 411532400 | 501(C)(3) | $6,750 | $0 | PROGRAM SUPPORT | |
| ROCHESTER COMMUNITY & TECHNICAL COLLEGE FOUNDATION | |||||||||
| 851 30TH AVENUE SE | ROCHESTER | MN | 55904 | 411535213 | 501(C)(3) | $76,000 | $0 | PROGRAM SUPPORT | |
| ROCHESTER REPERTORY THEATRE | |||||||||
| 103 SEVENTH STREET NE | ROCHESTER | MN | 55906 | 411540218 | 501(C)(3) | $15,219 | $0 | PROGRAM SUPPORT | |
| ROCHESTER PUBLIC SCHOOL FOUNDATION | |||||||||
| 201 8TH STREET NW | ROCHESTER | MN | 559016820 | 411628288 | 501(C)(3) | $6,565 | $0 | PROGRAM SUPPORT | |
| THE READING CENTER | |||||||||
| 2010 SCOTT ROAD NW | ROCHESTER | MN | 55901 | 411633734 | 501(C)(3) | $17,077 | $0 | PROGRAM SUPPORT | |
| EYOTA KIDS KORNER | |||||||||
| 511 JEFFERSON AVE S | EYOTA | MN | 55934 | 411647457 | 501(C)(3) | $34,261 | $0 | PROGRAM SUPPORT | |
| UNITED WAY OF DODGE COUNTY | |||||||||
| PO BOX 718 | DODGE CENTER | MN | 55927 | 411657224 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT | |
| HOLY SPIRIT CATHOLIC CHURCH | |||||||||
| 5455 50TH AVE NW | ROCHESTER | MN | 559013763 | 411685876 | 501(C)(3) | $13,000 | $0 | PROGRAM SUPPORT | |
| ELDER NETWORK | |||||||||
| 1130 1/2 7TH ST NW SUITE 205 | ROCHESTER | MN | 559011732 | 411704390 | 501(C)(3) | $15,500 | $0 | PROGRAM SUPPORT | |
| DIVERSITY COUNCIL | |||||||||
| 1130 1/2 7TH STREET NW SUITE 204 | ROCHESTER | MN | 559011732 | 411709139 | 501(C)(3) | $12,000 | $0 | PROGRAM SUPPORT | |
| HONORS CHOIRS OF SOUTHEAST MINNESOTA | |||||||||
| 1001 14TH STREET NW | ROCHESTER | MN | 55901 | 411747145 | 501(C)(3) | $41,000 | $0 | PROGRAM SUPPORT | |
| COMMUNITY FOOD RESPONSE | |||||||||
| 120 1ST ST NE | ROCHESTER | MN | 55906 | 411757102 | 501(C)(3) | $10,600 | $0 | PROGRAM SUPPORT | |
| STEWARTVILLE AREA HISTORY CENTER | |||||||||
| 305 MAIN STREET NORTH | STEWARTVILLE | MN | 55976 | 411763176 | 501(C)(3) | $20,610 | $0 | PROGRAM SUPPORT | |
| ROCHESTER SYMPHONY ORCHESTRA & CHORALE | |||||||||
| 1530 GREENVIEW DR SW | ROCHESTER | MN | 55902 | 411764434 | 501(C)(3) | $26,874 | $0 | PROGRAM SUPPORT | |
| JEREMIAH PROGRAM-ROCHESTER | |||||||||
| 2915 JEREMIAH LANE NW | ROCHESTER | MN | 55901 | 411801834 | 501(C)(3) | $49,845 | $0 | PROGRAM SUPPORT | |
| KM CARE & SHARE CHARITY FUND | |||||||||
| 502 MANTORVILLE AVENUE SOUTH | KASSON | MN | 55944 | 411808587 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| MADONNA LIVING COMMUNITY FOUNDATION | |||||||||
| 4001 19TH AVENUE NW | ROCHESTER | MN | 55901 | 411809914 | 501(C)(3) | $6,830 | $0 | PROGRAM SUPPORT | |
| SEASONS HOSPICE | |||||||||
| 1696 GREENVIEW DRIVE SW | ROCHESTER | MN | 55902 | 411812914 | 501(C)(3) | $17,300 | $0 | PROGRAM SUPPORT | |
| SOLDIER'S FIELD VETERANS MEMORIAL | |||||||||
| 415 3RD AVENUE SE | ROCHESTER | MN | 55904 | 411848911 | 501(C)(3) | $180,658 | $0 | PROGRAM SUPPORT | |
| ROCHESTER PUBLIC LIBRARY FOUNDATION | |||||||||
| 101 SECOND STREET SE | ROCHESTER | MN | 55904 | 411859534 | 501(C)(3) | $6,513 | $0 | PROGRAM SUPPORT | |
| ADAPTA | |||||||||
| 2020 5TH STREET SOUTHWEST | ROCHESTER | MN | 55902 | 411863432 | 501(C)(3) | $5,660 | $0 | PROGRAM SUPPORT | |
| BOLDER OPTIONS | |||||||||
| 2100 STEVENS AVE | MINNEAPOLIS | MN | 55404 | 411909408 | 501(C)(3) | $11,500 | $0 | PROGRAM SUPPORT | |
| BOYS & GIRLS CLUB OF ROCHESTER | |||||||||
| 1026 EAST CENTER STREET | ROCHESTER | MN | 55904 | 411945875 | 501(C)(3) | $57,100 | $0 | PROGRAM SUPPORT | |
| MINNESOTA STATE PUBLIC SCHOOL ORPHANAGE MUSEUM | |||||||||
| 540 WEST HILLS CIRCLE | OWATONNA | MN | 55060 | 411949094 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT | |
| FAMILY PROMISE ROCHESTER | |||||||||
| 913 1ST STREET NW | ROCHESTER | MN | 55901 | 411953191 | 501(C)(3) | $25,694 | $0 | PROGRAM SUPPORT | |
| SERVEMINNESOTA | |||||||||
| 120 SOUTH 6TH ST 2260 STE 2260 | MINNEAPOLIS | MN | 55402 | 412010058 | 501(C)(3) | $26,400 | $0 | PROGRAM SUPPORT | |
| GLORIA DEI LUTHERAN CHURCH | |||||||||
| 1212 12TH AVE NW | ROCHESTER | MN | 559011796 | 416008833 | 501(C)(3) | $217,500 | $0 | PROGRAM SUPPORT | |
| MAYO CLINIC AKA MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH | |||||||||
| 1216 SECOND STREET SW | ROCHESTER | MN | 55902 | 416011702 | 501(C)(3) | $62,881 | $0 | $61,881 MAYO CLINIC- EUGENIO LITTA CHILDREN'S HOSPITAL/$1,000 | |
| CRADLE 2 CAREER | |||||||||
| 12 ELTON HILLS DR NW | ROCHESTER | MN | 55901 | 416017740 | $30,000 | $0 | FISCALLY SPONSORED PROJECT OF ROCHESTER AREA FOUNDATION - INITIATIVE DEDICATED TO EDUCATIONAL EQUITY | ||
| ROCHESTER NONPROFIT CONSORTIUM | |||||||||
| 12 ELTON HILLS DRIVE | ROCHESTER | MN | 55901 | 416017740 | $10,327 | $0 | ROCHESTER NONPROFIT CONSORTIUM IS A FISCALLY SPONSORED PROJECT OF ROCHESTER AREA FOUNDATION | ||
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||||
| 200 OAK STREET STE 500 | MINNEAPOLIS | MN | 55455 | 416042488 | 501(C)(3) | $66,100 | $0 | 5 EDUCATIONAL SCHOLARSHIPS | |
| LIFT FOR LIFE ACADEMY | |||||||||
| 1731 SOUTH BROADWAY | SAINT LOUIS | MO | 63104 | 431535886 | 501(C)(3) | $9,000 | $0 | PROGRAM SUPPORT | |
| LAW ENFORCEMENT MEMORIAL FOUNDATION OF SE MINNESOTA | |||||||||
| 101 4TH STREET SE | ROCHESTER | MN | 55904 | 454589082 | 501(C)(3) | $172,000 | $0 | PROGRAM SUPPORT | |
| ROCHESTER VIDHYALAYALAYYASAARAM INSTITUTE OF INDIAN ARTS | |||||||||
| 611 20TH ST SW | ROCHESTER | MN | 559022220 | 454747927 | 501(C)(3) | $5,734 | $0 | PROGRAM SUPPORT | |
| EXERCISABILITIES | |||||||||
| 2530 NORTH BROADWAY | ROCHESTER | MN | 55906 | 455214117 | 501(C)(3) | $18,600 | $0 | PROGRAM SUPPORT | |
| SOUTH DAKOTA STATE UNIVERSITY FOUNDATION | |||||||||
| 815 MEDARY AVENUE | BROOKINGS | SD | 57007 | 460273801 | 501(C)(3) | $100,000 | $0 | PROGRAM SUPPORT | |
| SOCIETY OF ST VINCENT DE PAUL - ROCHESTER COUNCIL | |||||||||
| 1313 NORTHWAY LANE | ROCHESTER | MN | 55906 | 465044559 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT | |
| ST CLOUD STANDDOWN INC | |||||||||
| 724 33RD AVENUE N | ST CLOUD | MN | 56303 | 500010928 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT | |
| NEW LIFE FAMILY SERVICES | |||||||||
| 1515 EAST 66TH STREET | MINNEAPOLIS | MN | 55423 | 510153937 | 501(C)(3) | $6,400 | $0 | PROGRAM SUPPORT | |
| ROCHESTER MUSIC GUILD | |||||||||
| PO BOX 5802 | ROCHESTER | MN | 55903 | 510158995 | 501(C)(3) | $13,900 | $0 | PROGRAM SUPPORT | |
| ARC MINNESOTA - SOUTHEAST REGION | |||||||||
| 6301 BANDEL ROAD NW STE 605 | ROCHESTER | MN | 55901 | 510653115 | 501(C)(3) | $6,690 | $0 | PROGRAM SUPPORT | |
| BALTIMORE SCHOOL FOR THE ARTS FOUNDATION | |||||||||
| 712 CATHEDRAL ST | BALTIMORE | MD | 21201 | 521174284 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT | |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST | |||||||||
| 2000 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | 527082731 | 501(C)(3) | $25,668 | $0 | PROGRAM SUPPORT | |
| AMERICAN RED CROSS | |||||||||
| 305 ALLIANCE PLACE NE | ROCHESTER | MN | 55906 | 530196605 | 501(C)(3) | $37,450 | $0 | EMERGENCY ASSISTANCE FOR SOUTHEAST MINNESOTA | |
| THE NATURE CONSERVANCY - MN ND SD | |||||||||
| 1101 WEST RIVER PARKWAY STE 200 | MINNEAPOLIS | MN | 55415 | 530242652 | 501(C)(3) | $11,000 | $0 | PROGRAM SUPPORT | |
| GIVE KIDS THE WORLD | |||||||||
| 210 SOUTH BASS RD | KISSIMMEE | FL | 34746 | 592654440 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT | |
| SOCIETY OF ST VINCENT DE PAUL PAX CHRISTI CONFERENCE | |||||||||
| 4135 18TH AVE NW | ROCHESTER | MN | 55901 | 611643882 | 501(C)(3) | $8,213 | $0 | PROGRAM SUPPORT | |
| KSMQ PUBLIC TELEVISION | |||||||||
| 2000 8TH AVE NW | AUSTIN | MN | 55912 | 680599645 | 501(C)(3) | $5,660 | $0 | PROGRAM SUPPORT | |
| BIG SKY COMMUNITY ORGANIZATION | |||||||||
| PO BOX 161404 | BIG SKY | MT | 597161404 | 810520589 | 501(C)(3) | $33,000 | $0 | PROGRAM SUPPORT | |
| SAFE HAVEN FOSTER SHOPPE | |||||||||
| 5550 285TH AVENUE NW | ISANTI | MN | 55040 | 820662424 | 501(C)(3) | $5,600 | $0 | PROGRAM SUPPORT | |
| ZUMBRO RIDGE ESTATES | |||||||||
| 739 55TH ST NE 4 | ROCHESTER | MN | 55906 | 821446789 | 501(C)(3) | $17,832 | $0 | PROGRAM SUPPORT | |
| HOPE RANCH FOUNDATION | |||||||||
| 9145 80TH AVENUE SUITE B | CHATFIELD | MN | 55923 | 822240400 | 501(C)(3) | $7,550 | $0 | PROGRAM SUPPORT | |
| THRIVE FAMILY RESOURCE CENTER | |||||||||
| 400 5TH STREET | ROCHESTER | MN | 55902 | 822612625 | 501(C)(3) | $50,000 | $0 | PROGRAM SUPPORT | |
| THRESHOLD ARTS | |||||||||
| 121 N BROADWAY AVENUE | ROCHESTER | MN | 55906 | 832581717 | 501(C)(3) | $25,000 | $0 | PROGRAM SUPPORT | |
| THE LANDING | |||||||||
| 718 22ND STREET NE | ROCHESTER | MN | 55906 | 832953783 | 501(C)(3) | $19,400 | $0 | PROGRAM SUPPORT | |
| EARTHFEST ROCHESTER | |||||||||
| 101 11TH STREET NORTHWEST | ROCHESTER | MN | 55901 | 833191341 | 501(C)(3) | $6,762 | $0 | PROGRAM SUPPORT | |
| REVOLUTIONARY EARTH | |||||||||
| 3308 9TH AVENUE NW | ROCHESTER | MN | 55901 | 833831853 | 501(C)(3) | $5,500 | $0 | PROGRAM SUPPORT | |
| BEAR CREEK DEVELOPMENT CENTER | |||||||||
| 1765 RESTORATION RD SW | ROCHESTER | MN | 55902 | 841884979 | 501(C)(3) | $7,488 | $0 | PROGRAM SUPPORT | |
| CHILDHOOD CANCER COMMUNITY | |||||||||
| 905 9TH ST SE | ROCHESTER | MN | 55904 | 841937145 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| CHILDREN'S MUSEUM OF ROCHESTER INC | |||||||||
| 1201 12TH STREET SW SUITE 632 | ROCHESTER | MN | 55902 | 842749957 | 501(C)(3) | $25,000 | $0 | PROGRAM SUPPORT | |
| RESOUNDING VOICES | |||||||||
| 1530 GREENVIEW DR SW SUITE 120 | ROCHESTER | MN | 55902 | 844696992 | 501(C)(3) | $6,877 | $0 | PROGRAM SUPPORT | |
| FRIENDS OF MANTORVILLE | |||||||||
| 402 N MAIN STREET | MANTORVILLE | MN | 55955 | 852699280 | 501(C)(3) | $7,500 | $0 | PROGRAM SUPPORT | |
| PHOENIX CHRISTIAN ASSEMBLY | |||||||||
| 2030 NORTH 36TH STREET | PHOENIX | AZ | 85008 | 860264849 | 501(C)(3) | $30,000 | $0 | PROGRAM SUPPORT | |
| ROCHESTER POLICE DEPARTMENT | |||||||||
| 101 4TH STREET SE | ROCHESTER | MN | 55904 | 416005494 | GOVERNMENT | $12,000 | $0 | PROGRAM SUPPORT | |
| MOUNT OLIVE LUTHERAN CHURCH | |||||||||
| 2830 18TH AVE NW | ROCHESTER | MN | 559017697 | 411461244 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| OWATONNA PUBLIC SCHOOLS | |||||||||
| 515 W BRIDGE STREET | OWATONNA | MN | 55060 | 521612613 | GOVERNMENT | $10,000 | $0 | PROGRAM SUPPORT | |
| CHATFIELD HIGH SCHOOL | |||||||||
| 205 UNION STREET NE | CHATFIELD | MN | 55923 | 416001078 | GOVERNMENT | $9,200 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF WISCONSIN-LACROSSE | |||||||||
| 121 GRAFF MAIN HALL | LA CROSSE | WI | 54601 | 391145116 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||||
| 200 FRASER HALL 106 PLEASANT ST SE | MINNEAPOLIS | MN | 55455 | 416042488 | 501(C)(3) | $5,500 | $0 | 5 EDUCATIONAL SCHOLARSHIPS | |
| ROCHESTER COMMUNITY & TECHNICAL COLLEGE | |||||||||
| 851 30TH AVENUE SE BOX 50 | ROCHESTER | MN | 55904 | 411687554 | 501(C)(3) | $5,300 | $0 | PROGRAM SUPPORT | |
| FIRST HOMES PROPERTIES | |||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 412004557 | 501(C)(3) | $19,000 | $0 | PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 140 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RAF IS A COMMUNITY-BASED ECLECTIC GRANTMAKER. EACH APPLICATION IS CONSIDERED ON ITS OWN MERITS AND THE DECISION TO AWARD A REQUEST IS MADE ON A CASE BY CASE BASIS. GRANTS ARE NOT AWARDED TO INDIVIDUALS, PRIVATE FOUNDATIONS, OR POLITICAL ORGANIZATIONS. GRANTS ARE MADE TO RELIGIOUS ORGANIZATIONS ONLY FOR PURPOSES OF DIRECT COMMUNITY SERVICE PROJECTS. GRANTS ARE LIMITED TO NONPROFIT ORGANIZATIONS WHICH HAVE A 501(C)3 DESIGNATION, ARE GOVERNMENT AGENCIES, OR ARE UNDER THE FISCAL AGENCY UMBRELLA OF A 501(C)3 DESIGNATED ORGANIZATION. IN GENERAL, RAF DOES NOT SUPPORT GENERAL CAPITAL CAMPAIGNS, PROVIDE GENERAL OPERATING SUPPORT, PROVIDE SUPPORT FUNDING FOR ORGANIZATIONAL DEFICITS, OR TO REPLACE GOVERNMENT FUNDING. FUND DRIVES OR REQUESTS FOR EVENT SPONSORSHIPS SHOULD BE DIRECTED TO RAF'S GRANT OFFICER FOR SPONSORSHIP CONSIDERATION. TYPICALLY, GRANTS WILL NOT BE AWARDED FOR ENDOWMENTS, ANNUAL CAMPAIGNS, PROPOSALS THAT DUPLICATE EXISTING SERVICES, POLITICAL ACTIVITIES, OR RELIGIOUS ACTIVITIES. RAF DOES NOT MAKE MULTI-YEAR GRANTS OR MORE THAN ONE GRANT TO AN ORGANIZATION WITHIN 12 MONTHS OF AN AWARD. AN ORGANIZATION MAY APPLY FOR A GRANT ONCE DURING EACH CALENDAR. TO BE CONSIDERED, THE ORGANIZATION MUST HAVE COMPLETED ALL PRIOR PROJECTS AND FILED A FINAL REPORT TO CLOSE OUT AWARDED FUNDS. RAF AWARDS GRANTS TO BENEFIT COMMUNITIES IN THE CATCHMENT AREA PROSCRIBED BY THE RAF BOARD OF TRUSTEES, CURRENTLY WITHIN A 40 MILE RADIUS OF ROCHESTER . AGENCIES OUTSIDE OF THE TRADITIONAL CATCHMENT AREA ARE ELIGIBLE FOR GRANTS PROVIDED THE IMPACT FOR PROJECT WILL FALL PRIMARILY WITHIN THE RAF CATCHMENT AREA BUT THE GRANT DISTRIBUTION COMMITTEE MAY REQUIRE INPUT THROUGH A LOCAL ADVISORY GROUP OR BOARD IF A LOCAL OFFICE IS NOT PRESENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 49 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,949,410 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS MADE UP OF THE OFFICERS OF THE BOARD OF DIRECTORS. THE PRESIDENT OF THE ROCHESTER AREA FOUNDATION SERVES AS AN EX-OFFICIO MEMBER. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND DIRECTION OF THE BUSINESS AND CONDUCT THE AFFAIRS OF THE FOUNDATION. NO POLICY OR ACTION ADOPTED OR TAKEN BY THE EXECUTIVE COMMITTEE SHALL CONTINUE EFFECTIVE UNLESS APPROVED AT THE NEXT MEETING OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO FILL OUT AND SIGN DISCLOSURE FORM. THEY MUST ALSO VERBALLY INDICATE WHETHER A CONFLICT EXISTS AND ABSTAIN FROM VOTING AT BOARD MEETINGS. CONFLICTS ARE REVIEWED BY STAFF AND ANY POTENTIAL CONFLICTS ARE BROUGHT TO THE CHAIR OF THE BOARD FOR REVIEW AND DISCUSSION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS. THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS AND INCREASES ARE BASED ON MERIT. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS MAY BE OBTAINED BY THE PUBLIC ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART VII | ALL PAYROLL IS PROCESSED, AND EMPLOYMENT TAXES ARE REPORTED BY ROCHESTER AREA FOUNDATION. A PORTION OF COMPENSATION IS CHARGED TO FIRST HOMES PROPERTIES, A RELATED ORGANIZATION, AND IS REPORTED AS PAID BY A RELATED ORGANIZATION, ON FORM 990, PART VII. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 145,230. MANAGEMENT AND GENERAL EXPENSES 108,150. FUNDRAISING EXPENSES 55,620. TOTAL EXPENSES 309,000. ADMINISTRATIVE FEE: PROGRAM SERVICE EXPENSES 165,307. MANAGEMENT AND GENERAL EXPENSES 123,100. FUNDRAISING EXPENSES 63,308. TOTAL EXPENSES 351,715. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 3,234. MANAGEMENT AND GENERAL EXPENSES 2,408. FUNDRAISING EXPENSES 1,238. TOTAL EXPENSES 6,880. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST 57,407. |
| FORM 990, PART XI, LINE 2C: | THE FINANCE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST HOMES PROPERTIES | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 412004557 | TO PROVIDE OPPORTUNITIES FOR LOW AND MODERATE INCOME HOUSEHOLDS IN SE MN | MN | 501(C)(3) | LINE 12A, I | ROCHESTER AREA FOUNDATION | Yes (1) |
| RAF PROPERTIES | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 411891463 | TO RECEIVE, HOLD & DISBURSE ANY REAL PROPERTY FOR ROCHESTER AREA FOUNDATION | MN | 501(C)(3) | LINE 12A, I | ROCHESTER AREA FOUNDATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST HOMES PROPERTIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $635,111 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments