BETA

CLOVERFIELDS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CLOVERFIELDS FOUNDATION (EIN 20-1919362)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349106209
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

FieldValueIRS element (for citing)
Return2022-11-15T14:28:09-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line171 SOUTH WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201919362EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLOVERFIELDS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLOVBusinessNameControlTxt
Phone9522088623PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121 THIRD STREET NORTH 400AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN J HEMSLEYPersonNm
Person TitleDIR, PRESIDENT & TREASPersonTitleTxt
Phone9522088623PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHENPersonFirstNm
Person LastHEMSLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHERINE MCCUEPreparerPersonNm
PTINP01807357PTIN
Phone3123573950PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$113,766,907FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$23,302,080ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$976,671DividendsRevAndExpnssAmt
Dividends Net Invst Incm$976,671DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,574,714NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,620,285GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,574,714CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$27,853,465TotalRevAndExpnssAmt
Total Net Invst Incm$4,551,385TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,868LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,868LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$58,087TaxesRevAndExpnssAmt
Taxes Net Invst Incm$57,656TaxesNetInvstIncmAmt
Taxes Adj Net Incm$431TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$229,703OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$229,703OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$292,658TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$292,227TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$431TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,710,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,710,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,003,358TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$292,227TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$431TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,710,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$24,850,107ExcessRevenueOverExpensesAmt
Net Investment Income$4,259,158NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,195,704CashBOYAmt
Cash EOY$4,242,803CashEOYAmt
Cash EOYFMV$4,242,803CashEOYFMVAmt
Corporate Stock BOY$32,587,299CorporateStockBOYAmt
Corporate Stock EOY$31,433,425CorporateStockEOYAmt
Corporate Stock EOYFMV$101,868,680CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$4,607,141InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$4,607,141LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$4,607,141LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$3,697,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$7,700,357OtherInvestmentsBOYAmt
Other Investments EOY$5,116,349OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,958,424OtherInvestmentsEOYFMVAmt
Total Assets BOY$46,090,501TotalAssetsBOYAmt
Total Assets EOY$45,399,718TotalAssetsEOYAmt
Total Assets EOYFMV$113,766,907TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,000,000AccountsPayableBOYAmt
Accounts Payable EOY$800,000AccountsPayableEOYAmt
Total Liabilities BOY$1,000,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$800,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$45,090,501RetainedEarningBOYAmt
Retained Earning EOY$44,599,718RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$45,090,501TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$44,599,718TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$46,090,501TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,399,718TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,090,501TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$24,850,107ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$69,940,608SubtotalAmt
Other Decreases$25,340,890OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$44,599,718TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY BROKERAGE SERVICES LLC #6683P$8,064,944$7,071,236$993,708$993,708
FIDELITY BROKERAGE SERVICES LLC #6684P$1,592,651$1,551,329$41,322$41,322
FIDELITY BROKERAGE SERVICES LLC #7887P$153,171$158,327-$5,156-$5,156
RBC CAPITAL MARKETS, LLC #8801P$5,378,310$4,355,130$1,023,180$1,023,180
FIDELITY BROKERAGE SERVICES LLC #6683P$4,484,635$3,041,039$1,443,596$1,443,596
FIDELITY BROKERAGE SERVICES LLC #6684P$2,946,574$2,868,510$78,064$78,064
FieldValueIRS element (for citing)
Capital Gain Net Income$3,574,714CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,053,054NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$59,202InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$59,202SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$59,202TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,240EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$120,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$126,240TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$67,038OverpaymentAmt
Applied To ES Tax$10,000AppliedToESTaxAmt
Refund$57,038RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKARA WALTERIndividualWithBooksNm
Phone9522088623PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121 THIRD STREET NORTH SUITE 400AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN J HEMSLEY
622 FERNDALE ROAD WESTWAYZATAMN55391DIR, PRESIDENT & TREAS1.00$0$0$0
BARBARA K HEMSLEY
622 FERNDALE ROAD WESTWAYZATAMN55391DIRECTOR, SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$74,119,853AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,938,905AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$20,935,819FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$96,994,577TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$96,994,577AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,454,919CashDeemedCharitableAmt
Net Vl Noncharitable Assets$95,539,658NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,776,983MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,776,983MinimumInvestmentReturnAmt
Tax Based On Investment Income$59,202TaxBasedOnInvestmentIncomeAmt
Total Tax$59,202TotalTaxAmt
Distributable Before Adj$4,717,781DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,717,781DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,717,781DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,710,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,710,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,717,781DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,225,578ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,391,217ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$850,742ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$886,025ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,254,161ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,607,723TotalExcessDistributionCyovAmt
Qualifying Distributions$2,710,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,710,700AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,007,081ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,007,081ExcessDistributionCyovAppCYAmt
Total Corpus$3,600,642TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,600,642ExcessDistriCyovToNextYrAmt
Excess From Year4$609,714ExcessFromYear4Amt
Excess From Year3$850,742ExcessFromYear3Amt
Excess From Year2$886,025ExcessFromYear2Amt
Excess From Year1$1,254,161ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN J HEMSLEYContributingManagerNm
Contributing ManagerBARBARA K HEMSLEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FRANCAISE
810 N DEARBORN STCHICAGOIL60610NONEPCGENERAL OPERATING FUND$75,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601NONEPCGENERAL OPERATING FUND$5,000
ASCENSION CATHOLIC SCHOOL
808 SOUTH EAST AVENUEOAK PARKIL60304NONEPCGENERAL OPERATING FUND$10,000
BASILICA OF ST MARY'S
PO BOX 50010MINNEAPOLISMN55405NONEPCGENERAL OPERATING FUND$8,000
BRECK SCHOOL
123 OTTAWA AVE NGOLDEN VALLEYMN55422NONEPCGENERAL OPERATING FUND$20,000
CHILDREN'S HEARTLINK
5075 ARCADIA AVEEDINAMN55436NONEPCGENERAL OPERATING FUND$10,000
CHILDREN'S THEATRE
2400 3RD AVE SOUTHMINNEAPOLISMN55404NONEPCGENERAL OPERATING FUND$10,000
FRENCH AMERICAN INTERNATIONAL SCHOOL
150 OAK STREETSAN FRANCISCOCA94102NONEPCGENERAL OPERATING FUND$400,000
GEORGETOWN UNIVERSITY
2115 WISCONSIN AVE NW STE 500WASHINGTONDC20007NONEPCGENERAL OPERATING FUND$1,100,000
GREAT MN SCHOOLS
1330 LAGOON AVE 4TH FLOORMINNEAPOLISMN55408NONEPCGENERAL OPERATING FUND$450,000
HUMANE SOCIETY
1255 23RD STNW SUITE 450WASHINGTONDC20037NONEPCGENERAL OPERATING FUND$500
INTERFAITH OUTREACH & COMMUNITY PARTNERS
1605 COUNTY ROAD 101PLYMOUTHMN55447NONEPCGENERAL OPERATING FUND$250,000
JDRF FOUNDATION
1 E WACKER DR SUITE 1400CHICAGOIL60601NONEPCGENERAL OPERATING FUND$40,000
MIDTOWN GLOBAL MARKET
920 E LAKE STMINNEAPOLISMN55407NONEPCGENERAL OPERATING FUND$50,000
MINNEAPOLIS INSTITUTE OF ARTS
2400 3RD AVE SMINNEAPOLISMN55404NONEPCGENERAL OPERATING FUND$25,000
MINNEAPOLIS REGION CHAMBER DEVELOPMENT FOUNDATION (CHARTER FOR CHANGE)
81 SOUTH 9TH STREET SUITE 200MINNEAPOLISMN55402NONEPCGENERAL OPERATING FUND$15,000
NATIONAL ALOPECIA FOUNDATION
65 MITCHELL BOULEVARD STE 200-BSAN RAFAELCA94903NONEPCGENERAL OPERATING FUND$2,500
NORTHERN STAR SCOUTING
6202 BLOOMINGTON RDST PAULMN55111NONEPCGENERAL OPERATING FUND$60,000
PATHWAYS TO CHILDREN FOUNDATION
100 2ND ST SEMINNEAPOLISMN55414NONEPCGENERAL OPERATING FUND$5,000
QUELL FOUNDATION
28 HIGHWOOD LNEAST FALMOUTHMA025367914NONEPCGENERAL OPERATING FUND$2,500
SECOND HARVEST
7101 WINNETKA AVE NBROOKLYN PARKMN55428NONEPCGENERAL OPERATING FUND$17,200
ST AMBROSE CATHOLIC CHURCH
1012 E 47TH STCHICAGOIL60653NONEPCGENERAL OPERATING FUND$5,000
ST OLAF CATHOLIC CHURCH
215 S 8TH STREETMINNEAPOLISMN55402NONEPCGENERAL OPERATING FUND$50,000
THE GREAT NORTHERN
310 BOLES STREETWEEDCA96094NONEPCGENERAL OPERATING FUND$10,000
UNIVERSITY OF MINNESOTA MASONIC CHILDREN'S HOSPITAL
2450 RIVERSIDE AVEMINNEAPOLISMN55454NONEPCGENERAL OPERATING FUND$50,000
UNIVERSITY OF MINNESOTA
200 OAK STREET SEMINNEAPOLISMN55455NONEPCGENERAL OPERATING FUND$30,000
WAYZATA CONSERVANCY
294 GROVE LN E 100WAYZATAMN55391NONEPCGENERAL OPERATING FUND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,710,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$976,671ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,574,714ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,551,385ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,551,385TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORPORATE STOCKStockNm
EOY Book Value$31,433,425EOYBookValueAmt
EOYFMV$101,868,680EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - OTHERCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$5,116,349BookValueAmt
EOYFMV$3,958,424EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL FEES$4,868$4,868$0$0
$0$0$0$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
TIMING DIFFERENCES$25,336,963
OTHER DIFFERENCES$3,927

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$229,703RevenueAndExpensesPerBooksAmt
Net Investment Income$229,703NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES PAIDCategoryTxt
Amt$58,087Amt
Net Investment Income$57,656NetInvestmentIncomeAmt
Adjusted Net Income$431AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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