OPUS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OPUS FOUNDATION (EIN 41-1983284)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-13
- IRS object ID
- 202243179349100514
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-13T12:19:33-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411983284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Opus Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPUS | BusinessNameControlTxt |
| Phone | 6124402500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Suite 2950 60 South 6th Street | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristen Grubb | PersonNm |
| Person Title | Tax Officer | PersonTitleTxt |
| Phone | 6124402510 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kristen | PersonFirstNm |
| Person Last | Grubb | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2022-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $116,344,211 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,812,711 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37,877 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,877 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $13,697,981 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,803,399 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,158,310 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,653,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,894,168 | 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 |
| Legal Fees Rev And Expnss | $9,928 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,349 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,538 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,966 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $639,481 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $474,473 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $436,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $87 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $87 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,516 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,503,797 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,854 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,129,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,517,797 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $513,729 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,251,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,133,845 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,380,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,517,797 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,647,574 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,273,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,376,371 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,890,972 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,558,075 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,558,075 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,250 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,417 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,250 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,250 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,038 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,000 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $90,446,969 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $107,781,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $107,781,886 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,000,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $96,341,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,344,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $116,344,211 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,350 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $215,041 | AccountsPayableEOYAmt |
| Grants Payable BOY | $600,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,717,211 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $366,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $601,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,298,752 | 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 | $95,740,046 | RetainedEarningBOYAmt |
| Retained Earning EOY | $114,045,459 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,740,046 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,045,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,341,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,344,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,740,046 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,273,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,090 | OtherIncreasesAmt |
| Subtotal | $114,045,459 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $114,045,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Capital Gain Distributions From Partnerships | P | $153,746 | $153,746 | $153,746 |
| Capital Gain Distributions From Partnerships | P | $13,544,235 | $13,544,235 | $13,544,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,697,981 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $199,832 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $199,832 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $199,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,780 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $98,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $140,280 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $985 | EsPenaltyAmt |
| Tax Due | $60,537 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Tax Officer | IndividualWithBooksNm |
| Phone | 6124402500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Suite 2950 60 South 6th Street | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| Jeff Rauenhorst | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | President/Chair | 1.00 | $0 | $0 | $0 |
| Kristin Ridley | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Vice President | 1.00 | $0 | $0 | $0 |
| Kate Seng | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Vice President | 1.00 | $0 | $0 | $0 |
| Anne Peacock | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Treasurer/Secretary | 1.00 | $0 | $0 | $0 |
| Kristen Grubb | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Tax Officer | 1.00 | $0 | $0 | $0 |
| Joe Downs | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Dave Menke | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Tim Murnane | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Aretha Green-Rupert | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Matt Rauenhorst | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Olivia Jefferson | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Kim Noonan | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Ian Widmer | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GHR Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South 6th Street Suite 2950 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Management/Philanthropy Services | ServiceTypeTxt |
| Compensation | $618,469 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $65,335,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,587,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,294,474 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,217,790 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,217,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,563,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,654,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,132,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,132,726 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199,832 | TotalTaxAmt |
| Distributable Before Adj | $4,932,894 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,932,894 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,932,894 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,647,574 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,647,574 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,932,894 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,812,187 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,647,574 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,812,187 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,835,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,097,507 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Academy of Holy Angels | ||||||||
| 6600 Nicollet Ave S | Richfield | MN | 55423 | None | PC | AHA Service Learning Program | $5,000 | |
| ACE Mentor Program of Colorado | ||||||||
| 3530 STUART ST | Denver | CO | 80212 | None | PC | ACE Mentor Program | $5,000 | |
| African American Leadership Forum | ||||||||
| 1600 Utica Avenue South | St Louis Park | MN | 55416 | None | PC | Alliance for Alliances | $50,000 | |
| AGC of Missouri Education Foundation | ||||||||
| 6336 Knox Industrial Drive | St Louis | MO | 63139 | None | PC | The HUB | $50,000 | |
| Anawim Housing Inc | ||||||||
| 1535 Linden Street Ste 100B | Des Moines | IA | 50309 | None | PC | Full Circle Program | $5,000 | |
| Appalachia Service Project | ||||||||
| 4523 Bristol Hwy | Johnson City | TN | 37601 | None | PC | ISU Community Service Trip | $1,000 | |
| Arizona Helping Hands | ||||||||
| 3110 East Thunderbird Road Suite | Phoenix | AZ | 85032 | None | PC | Basic Needs | $5,000 | 100 |
| Asian Economic Development Association (AEDA) | ||||||||
| 422 University Avenue West Suite 14 | St Paul | MN | 55103 | None | PC | General Operations | $5,000 | |
| Augsburg University | ||||||||
| 2211 Riverside Ave | Minneapolis | MN | 55454 | None | PC | Minnesota Urban Debate League | $2,750 | |
| Avivo | ||||||||
| 1900 Chicago Ave | Minneapolis | MN | 55404 | None | PC | Economic Mobility Mentor Program | $25,000 | |
| Ball State University Foundation | ||||||||
| AB 327 Ball State University | Muncie | IN | 47306 | None | PC | 2021 Indiana NAIOP University Challenge | $5,000 | |
| Banner Health Foundation | ||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | None | PC | Patient Housing Assistance | $5,000 | |
| Big Brothers Big Sisters of Central Iowa | ||||||||
| 9051 Swanson Blvd | Clive | IA | 50325 | None | PC | I am Enough Mentoring Club | $5,000 | |
| Big Brothers Big Sisters of the Greater Twin Cities | ||||||||
| 3110 Washington Ave N | Minneapolis | MN | 55411 | None | PC | General Operations | $2,500 | |
| Bishop Manogue Catholic High School | ||||||||
| 110 Bishop Manogue Drive | Reno | NV | 89511 | None | PC | General Operations | $1,000 | |
| Black Men Teach | ||||||||
| 1001 Highway 7 Suite 170L | Hopkins | MN | 55305 | None | PC | General Operations | $5,000 | |
| Boise Valley Habitat for Humanity | ||||||||
| PO Box 6571 | Boise | ID | 83707 | None | PC | Home Ownership Program | $5,000 | |
| Boys & Girls Club of Lawrence | ||||||||
| 2910 Haskell Ave | Lawrence | KS | 66046 | None | PC | Before and After School Programs | $5,000 | |
| Boys & Girls Clubs of Greater Kansas City | ||||||||
| 4001 Blue Parkway Ste 102 | Kansas City | MO | 64130 | None | PC | Teen Services Program Expansion | $50,000 | |
| Boys & Girls Clubs of Metro Denver | ||||||||
| 2017 West 9th Avenue | Denver | CO | 80204 | None | PC | Academic Success | $1,000 | |
| Breck School | ||||||||
| 123 Ottawa Avenue North | Minneapolis | MN | 55422 | None | PC | General Operations | $10,000 | |
| Brent Eley Foundation | ||||||||
| 11980 E 16th Avenue | Aurora | CO | 80010 | None | PC | Food & Meal program | $5,000 | |
| Building Futures | ||||||||
| 112 Saint George Place | Saint Louis | MO | 631194647 | None | PC | Capacity Building | $96,550 | |
| By Degrees Foundation | ||||||||
| PO Box 41070 | Des Moines | IA | 50311 | None | PC | College and Career Readiness | $5,000 | |
| By The Hand Club For Kids | ||||||||
| PO Box 10043 | Chicago | IL | 60610 | None | PC | 2021 Building Community Award Finalist | $1,500 | |
| Camp Fire Minnesota | ||||||||
| 3300 Tanadoona Drive | Excelsior | MN | 55331 | None | PC | K-12 Environmental Education Program | $50,000 | |
| Camp Fire Minnesota | ||||||||
| 3300 Tanadoona Drive | Excelsior | MN | 55331 | None | PC | General Operations | $2,500 | |
| Cardinal Ritter Senior Services | ||||||||
| 7601 Watson Road | St Louis | MO | 63119 | None | PC | Relatives Acting As Parents Program (RAPP) | $5,000 | |
| Cardinal Ritter Senior Services | ||||||||
| 7601 Watson Road | St Louis | MO | 63119 | None | PC | Impact Study | $15,000 | |
| CATCH Inc | ||||||||
| 503 S Americana Blvd | Boise | ID | 83702 | None | PC | Transportation Assistance | $5,000 | |
| Catholic Climate Covenant | ||||||||
| 415 Michigan Avenue NE | Washington DC | DC | 20017 | None | PC | General Operations | $2,500 | |
| Child Crisis Arizona | ||||||||
| 817 N Country Club Drive | Mesa | AZ | 85201 | None | PC | 2021 Building Community Award Finalist | $1,500 | |
| Child Crisis Arizona | ||||||||
| 817 N Country Club Drive | Mesa | AZ | 85201 | None | PC | Breaking the Cycle of Generational Poverty through Early Education | $50,000 | |
| Christ Community Lutheran School | ||||||||
| 512 County Road 10 | Watertown | MN | 55388 | None | PC | General Operations | $2,000 | |
| Christopher House | ||||||||
| 5235 West Belden Avenue | Chicago | IL | 60639 | None | PC | Build Equitable Learning Environments | $50,000 | |
| Colorado Coalition for the Homeless | ||||||||
| 2111 Champa Street | Denver | CO | 80205 | None | PC | Recognition of Opus Employee Volunteer Efforts | $5,000 | |
| Colorado Coalition for the Homeless | ||||||||
| 2111 Champa Street | Denver | CO | 80205 | None | PC | 2021 Building Community Award Finalist | $1,500 | |
| Colorado Coalition for the Homeless | ||||||||
| 2111 Champa Street | Denver | CO | 80205 | None | PC | Capital Funding for Renaissance Children's Center | $50,000 | |
| Colorado District Council of the Urban Land Institute | ||||||||
| 1356 Wynkoop Street Suite 211 | Denver | CO | 80202 | None | PC | Real Estate Diversity Initiative | $5,000 | |
| Colorado Youth for a Change | ||||||||
| 2490 W 26th Ave Suite 110-A | Denver | CO | 80211 | None | PC | Reengagement Program | $5,000 | |
| Common Pantry | ||||||||
| 3744 N Damen Ave | Chicago | IL | 60618 | None | PC | Food Distribution | $5,000 | |
| CommonBond Communities | ||||||||
| 1080 Montreal Avenue | St Paul | MN | 55116 | None | PC | Wisconsin Operations/Services | $10,000 | |
| CommonBond Communities | ||||||||
| 1080 Montreal Avenue | St Paul | MN | 55116 | None | PC | General Operations | $35,000 | |
| Construction Education Foundation | ||||||||
| 1114 W 7th Ave Suite 200 | Denver | CO | 80204 | None | PC | Construction Careers Now | $5,000 | |
| CU Real Estate Center Leeds School of Business | ||||||||
| 995 Regent Drive 419 UCB | Boulder | CO | 80309 | None | PC | 2021 Colorado NAIOP University Challenge | $7,500 | |
| Denver Inner City Parish | ||||||||
| 1212 Mariposa Street | Denver | CO | 80204 | None | PC | La Academia Education Program | $5,000 | |
| Denver Kids | ||||||||
| 1617 S Acoma Street 2nd Floor | Denver | CO | 80223 | None | PC | Denver Kids University | $50,000 | |
| DinoMights | ||||||||
| 3400 Park Avenue | Minneapolis | MN | 55407 | None | PC | Seasonal Staff Program | $5,000 | |
| Downtown Tempe | ||||||||
| 1 W Rio Salado Blvd | Tempe | AZ | 85284 | None | PC | Merchant Assistance Program | $10,000 | |
| Dress for Success Indianapolis | ||||||||
| 820 N Meridian St | Indianapolis | IN | 46204 | None | PC | Technology and Employment Initiative | $25,000 | |
| Dress for Success Twin Cities | ||||||||
| 1430 Concordia Ave 4302 | St Paul | MN | 55104 | None | PC | General Operations | $3,000 | |
| Dress for Success Twin Cities | ||||||||
| 1430 Concordia Ave 4302 | St Paul | MN | 55104 | None | PC | Mobile Confidence Center Build-out | $50,000 | |
| Earnest & Edna Shepherd Youth Center | ||||||||
| 610 E Shepherd Road | Liberty | MO | 64068 | None | PC | Teambuilding with a Ten Foot Pole | $5,000 | |
| East Side Neighborhood Service Inc | ||||||||
| 1700 Second Street Northeast | Minneapolis | MN | 55413 | None | PC | ACE Program | $5,000 | |
| Every Third Saturday | ||||||||
| 4303 E 54th Street | Minneapolis | MN | 55417 | None | PC | The Warrior's Path | $5,000 | |
| Feed My Starving Children | ||||||||
| 401 93rd Avenue NW | Coon Rapids | MN | 55433 | None | PC | Feeding Program | $2,000 | |
| Free Bikes 4 Kidz MN | ||||||||
| 10914 Lexington Drive | Eden Prairie | MN | 55344 | None | PC | Distribute Bikes to Those in Need | $5,000 | |
| Freedom Farm | ||||||||
| 11500 Ferman Ave SW | Waverly | MN | 55390 | None | PC | General Operations | $2,000 | |
| Friends of Kids with Cancer Inc | ||||||||
| 16 Sunnen Dr Suite 161 | St Louis | MO | 63143 | None | PC | Educational Programming | $5,000 | |
| Fueled for School | ||||||||
| PO Box 373 | Noblesville | IN | 46061 | None | PC | Meal Boxes | $5,000 | |
| Genesys Works Twin Cities | ||||||||
| 445 Minnesota Street Suite 720 | St Paul | MN | 55101 | None | PC | General Operations | $2,000 | |
| Girl Scouts of Minnesota and Wisconsin River Valleys | ||||||||
| 400 South Robert Street | Saint Paul | MN | 55107 | None | PC | Community Engagement program | $5,000 | |
| Goodwill of Central and Southern Indiana | ||||||||
| 1635 West Michigan St | Indianapolis | IN | 46222 | None | PC | College & Career Readiness | $50,000 | |
| Goodwill-Easter Seals Minnesota | ||||||||
| 553 Fairview Avenue North | St Paul | MN | 55104 | None | PC | Power of Work Campaign | $50,000 | |
| Goodyear Pebblecreek Rotary Foundation | ||||||||
| 14175 W Indian School Road STE B4 | Goodyear | AZ | 85395 | None | PC | Imagination Library | $5,000 | 219 |
| Great River Greening | ||||||||
| 251 Starkey Street 2200 | St Paul | MN | 55107 | None | PC | Future Stewards Youth Program | $40,000 | |
| Greater Chicago Food Depository | ||||||||
| 4100 W Ann Lurie Pl | Chicago | IL | 60632 | None | PC | Warehouse Workforce Development Training - After School Special | $50,000 | |
| Greater Des Moines Habitat for Humanity | ||||||||
| 2200 E Euclid Avenue | Des Moines | IA | 50317 | None | PC | Volunteer efforts | $5,000 | |
| Greater Indy Habitat for Humanity Inc | ||||||||
| 3135 N Meridian St | Indianapolis | IN | 46208 | None | PC | Volunteer efforts | $5,000 | |
| Greater MSP | ||||||||
| 400 Robert Street Suite 1600 | St Paul | MN | 55101 | None | PC | Minnesota Business Coalition for Racial Equity (MBCRE) | $5,000 | |
| Greater Phoenix Chamber Foundation | ||||||||
| 201 N Central Ave Suite 2700 | Phoenix | AZ | 85004 | None | PC | Build Your Future Arizona | $5,000 | |
| Greater Twin Cities United Way | ||||||||
| 404 South 8th Street | Minneapolis | MN | 55404 | None | PC | Giving Campaign | $96,566 | |
| Green Beret Foundation | ||||||||
| 14351 Blanco Rd | San Antonio | TX | 78216 | None | PC | Next Ridgeline Transition Support | $5,000 | |
| Habitat for Humanity Central Arizona | ||||||||
| 2830 W Glendale Ave Suite 33 | Phoenix | AZ | 85051 | None | PC | Volunteer efforts | $5,000 | |
| Habitat for Humanity Chicago | ||||||||
| 1100 W Cermak Suite 404 | Chicago | IL | 60608 | None | PC | Affordable Homeownership Program | $5,000 | |
| Habitat for Humanity of Kansas City | ||||||||
| 639 Broadview Ave | Kansas City | KS | 64101 | None | PC | Volunteer efforts | $5,000 | |
| Habitat for Humanity Saint Louis | ||||||||
| 3830 S Grand Ave | St Louis | MO | 63118 | None | PC | Volunteer efforts | $5,000 | |
| Harvesters - The Community Food Network | ||||||||
| 3801 Topping Avenue | Kansas City | MO | 64129 | None | PC | Food Distribution | $5,000 | |
| Harvesters - The Community Food Network | ||||||||
| 3801 Topping Avenue | Kansas City | MO | 64129 | None | PC | 2021 Building Community Award Finalist | $1,500 | |
| Hearts & Hammers | ||||||||
| 2603 Fairview Ave N | St Paul | MN | 55113 | None | PC | Home Rehabilitation Program | $5,000 | |
| Hispanic Chamber Education Foundation | ||||||||
| 444 Sherman St | Denver | CO | 80203 | None | PC | Small Business Support | $5,000 | |
| Home Sweet Home | ||||||||
| 290 Hanley Industrial Court | Brentwood | MO | 63144 | None | PC | Furnishing Hope | $5,000 | |
| Hope Academy | ||||||||
| 2300 Chicago Avenue South | Minneapolis | MN | 55404 | None | PC | Growing Hope for Urban Youth | $40,000 | |
| Hope Community Inc | ||||||||
| 611 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | General Operations | $7,000 | |
| Hope Community Inc | ||||||||
| 611 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | General Operations | $5,000 | |
| Hope Ministries | ||||||||
| PO Box 862 | Des Moines | IA | 50304 | None | PC | Capital Campaign for New Women's and Children's Facility | $75,000 | |
| International Institute of St Louis | ||||||||
| 3401 Arsenal St | St Louis | MO | 63118 | None | PC | Language Access for Refugees | $5,000 | |
| Jackie Joyner-Kersee Foundation | ||||||||
| 101 Jackie Joyner-Kersee Circle | East St Louis | IL | 62204 | None | PC | STEAM Ahead | $50,000 | |
| Junior Achievement of Greater St Louis | ||||||||
| 17339 North Outer 40 Road | Chesterfield | MO | 63034 | None | PC | Program Support for SLPS District | $30,000 | |
| Lewy Body Dementia Association | ||||||||
| 912 Killian Hill Road SW | Lilburn | GA | 30047 | None | PC | Research and Caregiver Support Development | $10,000 | |
| Living Well Disability Services | ||||||||
| 1168 Northland Drive | Mendota Heights | MN | 55120 | None | PC | COVID-19 Relief | $5,000 | |
| Loaves & Fishes Community Services | ||||||||
| 1871 High Grove Lane | Naperville | IL | 60540 | None | PC | Food Distribution | $5,000 | |
| Martin Luther King Community Center of Indianapolis | ||||||||
| 40 W 40th St | Indianapolis | IN | 46208 | None | PC | 2021 Building Community Award Finalist | $1,500 | |
| Meals from the Heartland | ||||||||
| 357 Lincoln St | West Des Moines | IA | 50265 | None | PC | Meal Packing program | $5,000 | |
| Mesa Arts Center Foundation | ||||||||
| One East Main Street | Mesa | AZ | 85201 | None | PC | Project Lit Program | $5,000 | |
| Metro Caring | ||||||||
| 1100 E 18th Ave | Denver | CO | 80218 | None | PC | Fresh Foods Market - Reopening | $5,000 | |
| MicroGrants | ||||||||
| 3817 Pleasant Ave South | Minneapolis | MN | 55409 | None | PC | The Right Help at the Right Time | $35,000 | |
| Mile High United Way Inc | ||||||||
| 711 Park Avenue West | Denver | CO | 80205 | None | PC | 2021 Workplace Giving Campaign | $2,996 | |
| Mile High Youth Corps | ||||||||
| 1801 Federal Blvd | Denver | CO | 80204 | None | PC | Increase Capacity of Workforce Development Programs | $25,000 | |
| Minnesota American Legion Foundation Fund 84 | ||||||||
| 20 W 12th Street Room 300A | St Paul | MN | 551552000 | None | PC | Legacy Scholarship Fund | $2,000 | |
| Minnesota Public Health Association Inc | ||||||||
| PO Box 14415 | Minneapolis | MN | 55414 | None | PC | $2,000 to General Operations; $1,000 to Event Support | $3,000 | |
| Minnesota Teen Challenge | ||||||||
| 740 E 24th Street | Minneapolis | MN | 55404 | None | PC | Lakeside Academy | $4,000 | |
| National Brotherhood of Skiers | ||||||||
| 10 South Riverside Plaza | Chicago | IL | 606063728 | None | PC | General Operations | $5,000 | |
| National Outdoor Leadership School | ||||||||
| 284 Lincoln Street | Lander | WY | 825202848 | None | PC | General Operations | $8,000 | |
| New Pathways for Youth Inc | ||||||||
| 901 E Jefferson Street | Phoenix | AZ | 85034 | None | PC | Sustainable Faculty Model | $45,400 | |
| NEWSED Community Development Corporation | ||||||||
| 1001 Santa Fe Drive | Denver | CO | 80204 | None | PC | 8-week Business Basics Course in Spanish | $5,000 | |
| Northern Star Council | ||||||||
| 6202 Bloomington Road | Fort Snelling | MN | 55111 | None | PC | Tomahawk Scout Reservation Program Supply Support | $5,000 | |
| Northside Economic Opportunity Network (NEON) | ||||||||
| 1007 W Broadway Ave | Minneapolis | MN | 55411 | None | PC | Technical Assistance Program | $5,000 | |
| Operation Breakthrough | ||||||||
| 3039 Troost Ave | KANSAS CITY | MO | 641091540 | None | PC | General Operations | $2,500 | |
| Operation Breakthrough | ||||||||
| 3039 Troost Ave | KANSAS CITY | MO | 641091540 | None | PC | STEM Learning from Pre-K Through High School | $50,000 | |
| Our Lady of Peace | ||||||||
| 2076 St Anthony Avenue | St Paul | MN | 55104 | None | PC | Capital Campaign | $15,000 | |
| Our Savior Lutheran Church | ||||||||
| 56 Meadows Drive | Pagosa Springs | CO | 81147 | None | PC | Lutheran Mercy Care Ministry | $10,000 | |
| Pathway Financial Education | ||||||||
| 5454 W 110th Street | Overland Park | KS | 66211 | None | PC | Learning Management System (LMS) Implementation | $50,000 | |
| Penumbra Theatre | ||||||||
| 270 North Kent Street | St Paul | MN | 55102 | None | PC | The Penumbra Center for Racial Healing | $2,500 | |
| Peter & Paul Community Services | ||||||||
| 2612 Wyoming Street | St Louis | MO | 63118 | None | PC | Community Meals program | $5,000 | |
| Peter & Paul Community Services | ||||||||
| 2612 Wyoming Street | St Louis | MO | 63118 | None | PC | 2021 Building Community Award Finalist | $1,500 | |
| Pillsbury United Communities | ||||||||
| 3650 Fremont Ave North | Minneapolis | MN | 55412 | None | PC | Justice Built Communities | $150,000 | |
| PREP-KC | ||||||||
| 2300 Main | Kansas City | MO | 64108 | None | PC | Career Exploration Program | $5,000 | |
| Project for Pride in Living Inc | ||||||||
| 1035 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | Race Equity Efforts | $100,000 | |
| Project IOWA | ||||||||
| 1420 Mulberry Street | Des Moines | IA | 50309 | None | PC | Technology | $5,000 | |
| Rebuilding Together Kansas City Inc | ||||||||
| 2050 Plumbers WaySuite 150 | Liberty | MO | 64068 | None | PC | Children's Safe at Home | $5,000 | |
| Rebuilding Together Kansas City Inc | ||||||||
| 2050 Plumbers WaySuite 150 | Liberty | MO | 64068 | None | PC | Children's Safe at Home | $5,000 | |
| Rebuilding Together Metro Chicago | ||||||||
| 4507 N Ravenswood Ave 106 | Chicago | IL | 60640 | None | PC | Volunteer efforts | $25,000 | |
| Rebuilding Together Twin Cities | ||||||||
| 1050 SE 33rd Avenue | Minneapolis | MN | 55414 | None | PC | Volunteer efforts | $20,000 | |
| Rebuilding Together Twin Cities | ||||||||
| 1050 SE 33rd Avenue | Minneapolis | MN | 55414 | None | PC | Ramp Trailer | $5,000 | |
| Resources for the Enrichment of African Lives | ||||||||
| 2233 University Avenue W | St Paul | MN | 55114 | None | PC | General Operations | $3,000 | |
| Ronald McDonald House Charities of St Louis | ||||||||
| 3450 Park Avenue | St Louis | MO | 63104 | None | PC | Sponsor-A-Family | $5,000 | |
| Rosies House A Music Academy for Children | ||||||||
| 919 E Jefferson Street | Phoenix | AZ | 85034 | None | PC | College Path Program | $5,000 | |
| Saint Clare's Tahoe A Mountain Montessori School | ||||||||
| PO Box 308 | Tahoe Vista | CA | 96148 | None | PC | General Operations | $1,000 | |
| Saint Thomas Academy | ||||||||
| 949 Mendota Heights Road | Mendota Heights | MN | 55120 | None | PC | Operation Scholars | $5,000 | |
| Second Harvest Heartland | ||||||||
| 7101 Winnetka Ave N | Brooklyn Park | MN | 55428 | None | PC | Food Distribution Programs | $5,000 | |
| Sioux Empire United Way Inc | ||||||||
| 1000 N West Avenue | Sioux Falls | SD | 57104 | None | PC | 2021 Workplace Giving Campaign | $350 | |
| Society of St Vincent de Paul | ||||||||
| PO Box 13600 | Phoenix | AZ | 850023600 | None | PC | Expand Workforce Development Program | $30,000 | |
| Special Olympics Minnesota | ||||||||
| 900 2nd Ave S Suite 300 | Minneapolis | MN | 55402 | None | PC | Rochester Polar Plunge | $2,500 | |
| SSM Health Cardinal Glennon Children's Foundation | ||||||||
| 3800 Park Avenue | St Louis | MO | 63110 | None | PC | Reach Out and Read | $5,000 | |
| St Louis Area Foodbank | ||||||||
| 70 Corporate Woods Drive | Bridgeton | MO | 63044 | None | PC | Healthy Food, Healthy Families | $5,000 | |
| St Louis Children's Hospital Foundation | ||||||||
| 1001 Highlands Plaza Drive West | St Louis | MO | 63110 | None | PC | St. Louis Children's Hospital KIDstruction Week - Unrestricted Funds | $1,000 | |
| St Mary's Early Childhood Center | ||||||||
| 901 Dr Martin Luther King Jr St | Indianapolis | IN | 46202 | None | PC | 2Generation Program | $50,000 | |
| Starts Right Here | ||||||||
| 455 SW 5th Street Suite A | Des Moines | IA | 50309 | None | PC | 2021 Building Community Award Finalist | $1,500 | |
| STEP - St Louis Park Emergency Program Inc | ||||||||
| 6812 West Lake St | St Louis Park | MN | 55426 | None | PC | Food Shelf Program | $5,000 | |
| Summit Academy OIC | ||||||||
| 935 Olson Memorial Hwy | Minneapolis | MN | 55405 | None | PC | Alumni Network | $50,000 | |
| Sweet Dreams in a Bag | ||||||||
| 9249 S Broadway Unit 200 Suite 198 | Littleton | CO | 80129 | None | PC | Bedding program | $5,000 | |
| The Knothole Foundation Inc | ||||||||
| PO Box 38035 | Charlotte | NC | 28278 | None | PC | Tuskaseegee Dream Fields Project | $4,000 | |
| The Link | ||||||||
| 1210 Glenwood Ave | Minneapolis | MN | 55405 | None | PC | 2021 Building Community Award Winner | $68,000 | |
| The Lovelady Center | ||||||||
| 7916 2nd Avenue South | Birmingham | AL | 35206 | None | PC | Food Service Program | $5,000 | |
| The Salvation Army Northern Division | ||||||||
| 2445 Prior Ave N | Roseville | MN | 55113 | None | PC | King Family Childhood Development Center Outdoor Playground | $5,000 | |
| Twin Cities Habitat for Humanity | ||||||||
| 1954 University Ave W | St Paul | MN | 55104 | None | PC | Increasing Access to Homeownership for Foundational Black Americans | $150,000 | |
| Twin Cities Habitat for Humanity | ||||||||
| 1954 University Ave W | St Paul | MN | 55104 | None | PC | Recognition of Opus associate volunteer efforts | $30,000 | |
| United Way of Central Indiana Inc | ||||||||
| 2955 North Meridian Street Suite | Indianapolis | IN | 46208 | None | PC | Giving Campaign | $394 | 300 |
| United Way of Central Iowa | ||||||||
| 1111 9th St Ste 100 | Des Moines | IA | 50314 | None | PC | Giving Campaign | $2,191 | |
| United Way of Greater Kansas City | ||||||||
| 801 W 47th Street Suite 500 | Kansas City | MO | 64112 | None | PC | Giving Campaign | $2,991 | |
| United Way of Greater Milwaukee & Waukesha County Inc | ||||||||
| PO Box 88988 | Milwaukee | WI | 532888988 | None | PC | Giving Campaign | $100 | |
| United Way of Greater St Louis | ||||||||
| 910 N 11th Street | St Louis | MO | 63101 | None | PC | Giving Campaign | $2,754 | |
| United Way of Metropolitan Chicago | ||||||||
| 333 South Wabash Avenue 30th Floor | Chicago | IL | 60604 | None | PC | Giving Campaign | $3,423 | |
| University of Denver - Franklin L Burns School of Real Estate | ||||||||
| 2101 S University Blvd Suite 380 | Denver | CO | 802088934 | None | PC | 2021 Colorado NAIOP University Challenge | $2,500 | |
| University of Minnesota Foundation | ||||||||
| 200 Oak Street SE Suite 500 | Minneapolis | MN | 554552010 | None | PC | 2021 NAIOP Minnesota University Challenge Winner | $5,000 | |
| University of Notre Dame | ||||||||
| 400 Main Building | Notre Dame | IN | 46556 | None | PC | General Operations | $2,500 | |
| University of St Thomas | ||||||||
| 2115 Summit Avenue | St Paul | MN | 551051079 | None | PC | 2021 NAIOP University Challenge Third Place Winner | $1,000 | |
| University of St Thomas | ||||||||
| 2115 Summit Avenue | St Paul | MN | 551051079 | None | PC | Diversifying the Future of Real Estate | $500,000 | |
| University of Wisconsin Madison | ||||||||
| 4451 Grainger Hall 975 University | Madison | WI | 53706 | None | PC | 2021 Minnesota NAIOP University Challenge Second Place | $2,500 | Ave |
| Urban Boatbuilders | ||||||||
| 2288 University Avenue West | Saint Paul | MN | 55114 | None | PC | Advancing Diversity, Equity and Inclusion | $37,500 | |
| Valley of the Sun United Way | ||||||||
| 3200 East Camelback Road Suite 375 | Phoenix | AZ | 85018 | None | PC | 2021 Workplace Giving Campaign | $630 | |
| Waconia United Food Shelf | ||||||||
| PO BOX 577 | WACONIA | MN | 553870577 | None | PC | Transition to a Super Shelf | $5,000 | |
| Walker West Music Academy | ||||||||
| 760 Selby Avenue | St Paul | MN | 55104 | None | PC | General Operations | $2,750 | |
| Wheeler Mission | ||||||||
| 205 East New York Street | Indianapolis | IN | 46204 | None | PC | Foundations program | $5,000 | |
| YMCA of Metropolitan Chicago | ||||||||
| 1030 W Van Buren | Chicago | IL | 60607 | None | PC | Mental Health Support for Early Education & Care Children and Families | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,133,845 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Pillsbury United Communities | |||||||
| 3650 Fremont Ave North | Minneapolis | MN | 55412 | None | PC | Justice Built Communities | $300,000 |
| University of St Thomas | |||||||
| 2115 Summit Avenue | St Paul | MN | 551051079 | None | PC | Diversifying the Future of Real Estate | $1,000,000 |
| Goodwill-Easter Seals Minnesota | |||||||
| 553 Fairview Avenue North | St Paul | MN | 55104 | None | PC | Power of Work Campaign | $50,000 |
| St Mary's Early Childhood Center | |||||||
| 901 Dr Martin Luther King Jr St | Indianapolis | IN | 46202 | None | PC | 2Generation Program | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,450,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,877 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $418,067 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,385,332 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $418,067 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,423,209 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,841,276 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Encore One LLC | ||||||
| 1 | 10350 Bren Road West | Minnetonka | MN | 55343 | $2,434,154 | Yes (X) |
| Opus Investments LLC | ||||||
| 2 | 10350 Bren Road West | Minnetonka | MN | 55343 | $88,500 | Yes (X) |
| Opus Holding LLC | ||||||
| 3 | 10350 Bren Road West | Minnetonka | MN | 55343 | $3,290,057 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $31,538 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,966 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGC of St Louis Education Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6336 Knox Industrial Drive Ste 200 | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-07-07 | GrantDt |
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | The HUB | PurposeOfGrantTxt |
| Expended By Grantee | $50,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | None | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 08/02/2022 | DatesOfReportsByGranteeTxt |
| Results Of Verification | Opus Foundation reviewed the Grant Report noted above but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)). | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part VIII, Line 1: | FormAndLineReferenceDesc |
| Medium Explanation | Opus Foundation pays GHR Foundation for management/philanthropy services, which are provided by some of the foundation's officers. Amounts paid during 2021 are as follows: GHR Foundation Suite 2950, 60 South 6th Street Minneapolis, MN 55402 $618,469 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Loeb Arbitrage Fund | FMV | $63,705 | $63,705 |
| Carlyle Europe Parts II, L.P. | FMV | $7,325 | $7,325 |
| Adler Asian Private Equity, LLC | FMV | $41,016 | $41,016 |
| Adler Bond Fund, LLC | FMV | $30,091,795 | $30,091,795 |
| Adler CPV, LLC | FMV | $166,733 | $166,733 |
| Adler Energy Infrastr III, LLC | FMV | $21,784 | $21,784 |
| Adler Energy Infrastr IV, LLC | FMV | $22,244 | $22,244 |
| Adler Equity Fund, LLC | FMV | $38,359,835 | $38,359,835 |
| Adler Health Care, LLC | FMV | $42,071 | $42,071 |
| Adler New Euro Priv Eqty, LLC | FMV | $69,059 | $69,059 |
| Adler Opportunistic Debt, LLC | FMV | $2,175 | $2,175 |
| Alder Energy Finance, LLC | FMV | $148,853 | $148,853 |
| Adler Opportunistic Debt II | FMV | $1,578,723 | $1,578,723 |
| Adler CPVI | FMV | $1,110,573 | $1,110,573 |
| Adler Energy Infrastr V, LLC | FMV | $381,666 | $381,666 |
| Adler Health Partners III, LLC | FMV | $2,297,629 | $2,297,629 |
| Adler Small Buyout Fund | FMV | $1,076,390 | $1,076,390 |
| Adler Trans Recovery Fd, LLC | FMV | $1,169,388 | $1,169,388 |
| Adler Co-invest Opp Fd, LLC | FMV | $1,170,064 | $1,170,064 |
| Adler NGP XI, LLC | FMV | $1,307,072 | $1,307,072 |
| Adler Energy Finance II, LLC | FMV | $293,168 | $293,168 |
| Adler Opportunistic Debt III | FMV | $860,922 | $860,922 |
| Adler SG Small Buyout Fund III | FMV | $1,669,085 | $1,669,085 |
| Adler Cinven VI, LLC | FMV | $873,616 | $873,616 |
| Adler MPE Fund II, LLC | FMV | $658,067 | $658,067 |
| Adler Southfield II, LLC | FMV | $3,359,814 | $3,359,814 |
| Adler Health Partners IV, LLC | FMV | $2,103,173 | $2,103,173 |
| Adler Frontenac XI, LLC | FMV | $2,577,477 | $2,577,477 |
| Adler 2018 Alternative Investments, LLC | FMV | $4,478,330 | $4,478,330 |
| Adler 2019 Alternative Investments, LLC | FMV | $5,402,138 | $5,402,138 |
| Adler Panco Fund IV, LLC | FMV | $2,561,744 | $2,561,744 |
| Adler 2020 Alternative Investments, LLC | FMV | $2,738,729 | $2,738,729 |
| Siguler Guff Small Business Opp Fd II | FMV | $852,177 | $852,177 |
| Apis & Heritage Legacy Fund I | FMV | $225,346 | $225,346 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $9,928 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,349 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Related Investments | Desc |
| BOY Book Value | $2,000,000 | BOYBookValueAmt |
| EOY Book Value | $2,000,000 | EOYBookValueAmt |
| EOYFMV | $2,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues & Subscriptions | $4,317 | $0 | $5,279 |
| Bank Fees | $602 | $602 | $0 |
| Miscellaneous | $48 | $0 | $26 |
| Pass-through portfolio deductions | $0 | $1,503,195 | $0 |
| Professional Development | $673 | $0 | $673 |
| Insurance | $6,726 | $0 | $6,726 |
| Communications | $150 | $0 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Allocated Partnership Income | $17,803,399 | $0 | $17,803,399 |
| Allocated Partnership Income | $2,158,310 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/(Loss) | Desc |
| Amt | $32,090 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Liabilities | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $366,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $14,000 | $14,000 | $0 |
| Consulting Fees | $33,300 | $0 | $33,300 |
| Program Fees | $467,735 | $0 | $359,596 |
| Grants Management Fee | $124,446 | $0 | $81,577 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $436,058 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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