BAME FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BAME FOUNDATION (EIN 27-4159707)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-28
- IRS object ID
- 202103019349100340
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-28T13:56:33-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410975573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDPATH AND COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4810 WHITE BEAR PARKWAY | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274159707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAME FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAME | BusinessNameControlTxt |
| Phone | 7634171200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MENDELSSOHN AVE NORTH | AddressLine1Txt |
| City | GOLDEN VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55427 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS BAME | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7634171200 | PhoneNum |
| Signature | 2021-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRIS | PersonFirstNm |
| Person Last | BAME | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY C REHN CPA | PreparerPersonNm |
| PTIN | P00965922 | PTIN |
| Phone | 6514267000 | PhoneNum |
| Preparation | 2021-10-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $884,268 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $726,553 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,245 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,245 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$243,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $491,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,245 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,671 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,208 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $18 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,417 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,549 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $789,441 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $789,441 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $810,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $802,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$319,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $203,017 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $204,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,829 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $418,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $441,958 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $434,734 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $552,022 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $207,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $244,705 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,173,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $854,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $884,268 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $437 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $437 | 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 | $1,173,262 | RetainedEarningBOYAmt |
| Retained Earning EOY | $853,582 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,173,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $853,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,173,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $854,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,173,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$319,680 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $853,582 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $853,582 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $500 | $468 | $32 | $32 |
| BAKKEN DRILLING FUND III & IV | P | $265,395 | -$265,395 | -$265,395 | |
| CAPITAL GAINS DIVIDENDS | P | $21,765 | $21,765 | $21,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$243,598 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $966 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $966 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $966 | OverpaymentAmt |
| Applied To ES Tax | $966 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | JOHN POWELL | IndividualWithBooksNm |
| Phone | 6126366472 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5641 27TH AVE S | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN N BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARNA BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | TREASURER | 0.00 | $0 | $0 | $0 |
| MARISSA BAME SCHERMER | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LUCAS C BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALICIA C BAME-ANDERSON | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NATASHA C BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JASON BAME-ANDERSON | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER SCHERMER | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DANIELLE N BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COORDINATE, PACK, AND SEND OVER 1,300 CARE PACKAGES FOR SOLDIERS SERVING OVERSEAS. BOXES CONTAIN TOILETRIES, SNACKS, GAMES, AND LETTERS OF ENCOURAGEMENT FROM CHILDREN. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | OVER $350,000 WAS RAISED FOR CHILDREN'S CANCER RESEARCH FUND AT THE 16TH ANNUAL 140 GOLF INVITATIONAL. FUNDING BRIGHT SCIENTISTS TO FIND A CURE FOR CHILDHOOD CANCER AND SUPPORTING PEDIATRIC CANCER PATIENTS AND THEIR FAMILIES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $560,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $678,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $678,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $668,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,425 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $33,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,425 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,425 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $802,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $802,048 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $802,048 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $290,963 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $637,628 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $761,526 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $737,452 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $584,580 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,012,149 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $802,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $768,623 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,780,772 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $290,963 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,489,809 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $637,628 | ExcessFromYear4Amt |
| Excess From Year3 | $761,526 | ExcessFromYear3Amt |
| Excess From Year2 | $737,452 | ExcessFromYear2Amt |
| Excess From Year1 | $584,580 | ExcessFromYear1Amt |
| Excess From Current Year | $768,623 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACE IN THE CITY | ||||||||
| PO BOX 7497 | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE GIFT | $6,000 | |
| AFRICA JAM | ||||||||
| 3109 W 50TH ST | MINNEAPOLIS | MN | 55410 | NONE | PC | CHARITABLE GIFT | $400 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 7900 W 78TH ST 100 | MINNEAPOLIS | MN | 55439 | NONE | PC | CHARITABLE GIFT | $9,054 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 2451 CRYSTAL DR 900 | ARLINGTON | VA | 22202 | NONE | PC | CHARITABLE GIFT | $253 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | CHARITABLE GIFT | $1,000 | |
| AMERICAN RED CROSS | ||||||||
| 1201 WEST RIVER PKWY | MINNEAPOLIS | MN | 55454 | NONE | PC | CHARITABLE GIFT | $2,791 | |
| ANGEL FOUNDATION | ||||||||
| 1155 CENTRE POINTE DR 7 | MENDOTA HEIGHTS | MN | 55120 | NONE | PC | CHARITABLE GIFT | $10,250 | |
| ANNANDALE FOOD SHELF | ||||||||
| 390 ANNANDALE BLVD | ANNANDALE | MN | 55302 | NONE | PC | CHARITABLE GIFT | $3,750 | |
| AUTISM SOCIETY OF MINNESOTA | ||||||||
| 2380 WYCLIFF ST 102 | ST PAUL | MN | 55114 | NONE | PC | CHARITABLE GIFT | $19,467 | |
| THE BANYAN FOUNDATION | ||||||||
| 2529 13TH AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE GIFT | $25,000 | |
| BIG BROTHERSBIG SISTERS OF CENTRAL MN | ||||||||
| 203 COOPER AVE N 162 | ST CLOUD | MN | 56303 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| BOBBY & STEVE'S YOUTH FOUNDATION | ||||||||
| 4445 W 77TH ST 240 | EDINA | MN | 55435 | NONE | PC | CHARITABLE GIFT | $5,000 | |
| BOYS & GIRLS CLUBS OF CENTRAL IOWA | ||||||||
| 1221 WALKER ST | DES MOINES | MN | 50316 | NONE | PC | CHARITABLE GIFT | $1,700 | |
| BOYS & GIRLS CLUBS OF FOX VALLEY | ||||||||
| 160 S BADGER AVE | APPLETON | WI | 54914 | NONE | PC | CHARITABLE GIFT | $1,500 | |
| BOYS & GIRLS CLUBS OF PORTAGE COUNTY | ||||||||
| 941 MICHIGAN AVE | STEVENS POINT | WI | 54481 | NONE | PC | CHARITABLE GIFT | $1,700 | |
| BOYS & GIRLS CLUBS OF THE TWIN CITIES | ||||||||
| 690 JACKSON ST | ST PAUL | MN | 55108 | NONE | PC | CHARITABLE GIFT | $3,545 | |
| BRANCH LUTHERAN SCHOOLS OF HAITI | ||||||||
| 1627 DUNLAP ST N | ST PAUL | MN | 55108 | NONE | PC | CHARITABLE GIFT | $1,000 | |
| BREAKAWAY INC | ||||||||
| 1911 PARK AVES | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE GIFT | $32,600 | |
| CALDWELL ADVENTURES | ||||||||
| PO BOX 22 | EAU CLAIRE | WI | 54702 | NONE | PC | CHARITABLE GIFT | $250 | |
| CELIAC DISEASE FOUNDATION | ||||||||
| 20350 VENTURA BLVD 240 | WOODLAND HILLS | CA | 91364 | NONE | PC | CHARITABLE GIFT | $250 | |
| CENTRAL IOWA SHELTER AND SERVICES | ||||||||
| 1420 MULBERRY ST | DES MOINES | IA | 50309 | NONE | PC | CHARITABLE GIFT | $1,500 | |
| CHILDREN'S CANCER RESEARCH FUND | ||||||||
| 7301 OHMS LN 355 | MINNEAPOLIS | MN | 55439 | NONE | PC | CHARITABLE GIFT | $54,631 | |
| CHILDREN'S HOSPITAL | ||||||||
| 2525 CHICAGO AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | CHARITABLE GIFT | $160 | |
| CHILDREN'S SURGERY INTERNATIONAL | ||||||||
| 825 NICOLLET MALL 706 | MINNEAPOLIS | MN | 55401 | NONE | PC | CHARITABLE GIFT | $10,000 | |
| COBORN'S CANCER RESEARCH FUND | ||||||||
| 1900 CENTRACARE CIRCLE 1600 | ST CLOUD | MN | 56303 | NONE | PC | CHARITABLE GIFT | $1,000 | |
| COMO FRIENDS | ||||||||
| 1225 ESTABROOK DR | ST PAUL | MN | 55103 | NONE | PC | CHARITABLE GIFT | $5,000 | |
| CRESCENT COVE | ||||||||
| 3440 BELT LINE BLVD 207 | ST LOUIS PARK | MN | 55416 | NONE | PC | CHARITABLE GIFT | $25,000 | |
| CRIME PREVENTION FUND | ||||||||
| PO BOX 348 | ST BONIFACIUS | MN | 55375 | NONE | PC | CHARITABLE GIFT | $9,800 | |
| CROSS | ||||||||
| 12915 WEINAND CIRCLE | ROGERS | MN | 55374 | NONE | PC | CHARITABLE GIFT | $1,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 100 NORTH 6TH ST 604A | MINNEAPOLIS | MN | 55403 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| DINOMIGHTS | ||||||||
| 3400 PARK AVE S | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE GIFT | $8,000 | |
| DUCKS UNLIMITED INC | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | CHARITABLE GIFT | $71,540 | |
| EPILEPSY FOUNDATION OF MN | ||||||||
| 1600 UNIVERSITY AVE W 300 | ST PAUL | MN | 55104 | NONE | PC | CHARITABLE GIFT | $500 | |
| EQUIPALIFE | ||||||||
| 5563 PIONEER CREEK DR | MAPLE PLAIN | MN | 55359 | NONE | PC | CHARITABLE GIFT | $308 | |
| FEED MY STARVING CHILDREN | ||||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | NONE | PC | CHARITABLE GIFT | $4,750 | |
| FISHING FOR LIFE | ||||||||
| PO BOX 19320 | MINNEAPOLIS | MN | 55419 | NONE | PC | CHARITABLE GIFT | $14,000 | |
| FLATLINE OUTDOORS | ||||||||
| 14551 309TH AVE | PRINCETON | MN | 55371 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| FOUNDATION FOR ESSENTIAL NEEDS | ||||||||
| 701 NORTH 3RD ST 203 | MINNEAPOLIS | MN | 55401 | NONE | PC | CHARITABLE GIFT | $15,000 | |
| GUARDIAN ANGELS | ||||||||
| 508 FREEPORT AVE A | ELK RIVER | MN | 55330 | NONE | PC | CHARITABLE GIFT | $5,000 | |
| HOMETOWN HEROES | ||||||||
| 1000 BADGER CIRCLE | GRAFTON | WI | 53024 | NONE | PC | CHARITABLE GIFT | $5,000 | |
| HOPE 4 YOUTH | ||||||||
| 2665 4TH AVE N | ANOKA | MN | 55303 | NONE | PC | CHARITABLE GIFT | $600 | |
| HUMOR TO FIGHT THE TUMOR | ||||||||
| 8550 W BRYN MAWR AVE 550 | CHICAGO | IL | 60631 | NONE | PC | CHARITABLE GIFT | $5,000 | |
| INSPORTS FOUNDATION | ||||||||
| 151 CLIFF RD E | BURNSVILLE | MN | 55337 | NONE | PC | CHARITABLE GIFT | $2,000 | |
| INTERNATIONAL SPANISH LANGUAGE ACADEMY | ||||||||
| 5959 SHADY OAK RD S | MINNETONKA | MN | 55434 | NONE | PC | CHARITABLE GIFT | $250 | |
| INVER HILLS COMMUNITY COLLEGE FOUNDATION | ||||||||
| 2500 EAST 80TH ST | INVER GROVE HEIGHTS | MN | 55076 | NONE | PC | CHARITABLE GIFT | $4,000 | |
| JARED ALLEN'S HOMES FOR WOUNDED WARRIORS | ||||||||
| 2025 COULTER BLVD 2W | CHANHASSEN | MN | 55317 | NONE | PC | CHARITABLE GIFT | $750 | |
| JOPPA INC | ||||||||
| 2326 EUCLID AVE | DES MOINES | IA | 50310 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| JUNIOR ACHIEVEMENT OF WISCONSIN | ||||||||
| JA KOHLS EDUCATION CENTER 11111 | MILWAUKEE | WI | 53224 | NONE | PC | CHARITABLE GIFT | $15,000 | WEST LIBERTY DRIVE |
| JUNIOR ACHIEVEMENT OF TWIN CITIES | ||||||||
| 1745 UNIVERSITY AVE W | ST PAUL | MN | 55104 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| KORTNIS PATH | ||||||||
| PO BOX 13 | CARLOS | MN | 56319 | NONE | PC | CHARITABLE GIFT | $1,300 | |
| LAURENCIA'S VICTORY | ||||||||
| 12201 ARMITAGE AVE NW | MONTICELLO | MN | 55362 | NONE | PC | CHARITABLE GIFT | $500 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DR | RYE BROOK | NY | 10573 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| LOVE CONQUERS VIOLENCE | ||||||||
| 7685 URBANDALE LN N | MAPLE GROVE | MN | 55311 | NONE | PC | CHARITABLE GIFT | $1,000 | |
| MAGNUS VETERANS FOUNDATION | ||||||||
| 16861 NORTH DIAMOND LAKE RD | DAYTON | MN | 55327 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 100 W COLLEGE AVE 50E | APPLETON | WI | 54911 | NONE | PC | CHARITABLE GIFT | $320 | |
| MATTER | ||||||||
| 7005 OXFORD ST | ST LOUIS PARK | MN | 55426 | NONE | PC | CHARITABLE GIFT | $24,750 | |
| MANSFIELD CARES INC | ||||||||
| ATTN MANSFIELD CARES GOLF CLASSIC | GAINESVILLE | GA | 30501 | NONE | PC | CHARITABLE GIFT | $5,000 | |
| MAPLE GROVE YOUTH FOOTBALL ASSOCIATION | ||||||||
| PO BOX 2062 | MAPLE GROVE | MN | 55311 | NONE | PC | CHARITABLE GIFT | $1,000 | |
| MIDWEST ANIMAL RESCUE & SERVICES | ||||||||
| PO BOX 290073 | BROOKLYN PARK | MN | 55429 | NONE | PC | CHARITABLE GIFT | $2,400 | |
| MINNESOTA BOXER RESCUE | ||||||||
| PO BOX 25773 | WOODBURY | MN | 55125 | NONE | PC | CHARITABLE GIFT | $250 | |
| MINNESOTA COUNCIL ON FOUNDATIONS | ||||||||
| 800 WASHINGTON AVE N | MINNEAPOLIS | MN | 55401 | NONE | PC | CHARITABLE GIFT | $1,150 | |
| MINNESOTA LAND TRUST | ||||||||
| 2356 UNIVERSITY AVE W 240 | ST PAUL | MN | 55114 | NONE | PC | CHARITABLE GIFT | $5,000 | |
| MINNESOTA STATE COLLEGE | ||||||||
| 30 EAST 7TH ST | ST PAUL | MN | 55101 | NONE | PC | CHARITABLE GIFT | $50 | |
| MINNESOTAN'S MILITARY APPRECIATION FUND | ||||||||
| PO BOX 2070 | MINNEAPOLIS | MN | 55402 | NONE | PC | CHARITABLE GIFT | $5,000 | |
| MN FISHING MUSEUM AND HALL OF FAME | ||||||||
| 304 WEST BROADWAY | LITTLE FALLS | MN | 56345 | NONE | PC | CHARITABLE GIFT | $500 | |
| MN-FISH SPORTFISHING FOUNDATION | ||||||||
| 609 MINNESOTA | WALKER | MN | 56484 | NONE | PC | CHARITABLE GIFT | $71,001 | |
| MN ZOO FOUNDATION | ||||||||
| 13000 ZOO BLVD | APPLE VALLEY | MN | 55124 | NONE | PC | CHARITABLE GIFT | $10,000 | |
| MUSCULAR DYSTROPHY ASSOCIATION USA | ||||||||
| 7401 METRO BLVD 325 | EDINA | MN | 55439 | NONE | PC | CHARITABLE GIFT | $1,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 200 12TH AVENUE SOUTH | MINNEAPOLIS | MN | 55415 | NONE | PC | CHARITABLE GIFT | $15,647 | |
| NO STOMACH FOR CANCER INC | ||||||||
| PO BOX 46070 | MADISON | WI | 53744 | NONE | PC | CHARITABLE GIFT | $200 | |
| ONE CAUSE | ||||||||
| PO BOX 779171 | CHICAGO | IL | 60677 | NONE | PC | CHARITABLE GIFT | $624 | |
| OPERATION GRATITUDE | ||||||||
| PO BOX 260257 | ENCINO | CA | 91426 | NONE | PC | CHARITABLE GIFT | $42,000 | |
| PARKINSON'S FOUNDATION | ||||||||
| 200 SE 1ST ST | MIAMI | FL | 33131 | NONE | PC | CHARITABLE GIFT | $220 | |
| PHEASANTS FOREVER | ||||||||
| FULL CIRCLE CHAPTER 796 | ST PAUL | MN | 55110 | NONE | PC | CHARITABLE GIFT | $3,750 | |
| PHEASANTS FOREVER CHAPTER 796 | ||||||||
| 1783 BUERKLE CIR | ST PAUL | MN | 55110 | NONE | PC | CHARITABLE GIFT | $520 | |
| PILLARS HOMELESS SHELTER | ||||||||
| 400 N DIVISION ST | APPLETON | MN | 54911 | NONE | PC | CHARITABLE GIFT | $850 | |
| PRADER-WILLI SYNDROME ASSOCIATION | ||||||||
| 9340 BATAAN ST NE | BLAINE | MN | 55449 | NONE | PC | CHARITABLE GIFT | $1,000 | |
| PROJECT SUCCESS | ||||||||
| 1 GROVELAND TERRACE 300 | MINNEAPOLIS | MN | 55403 | NONE | PC | CHARITABLE GIFT | $5,500 | |
| RAMSEY COUNTY SHERIFF'S FOUNDATION | ||||||||
| PO BOX 10873 | WHITE BEAR LAKE | MN | 55110 | NONE | PC | CHARITABLE GIFT | $500 | |
| RESOLUTE | ||||||||
| 455 OAK CREEK DR S | VADNAIS HEIGHTS | MN | 55127 | NONE | PC | CHARITABLE GIFT | $2,000 | |
| RIDGEVIEW FOUNDATION | ||||||||
| 490 SOUTH MAPLE ST 110 | WACONIA | MN | 55387 | NONE | PC | CHARITABLE GIFT | $12,400 | |
| RIVERSIDE CHURCH | ||||||||
| PO BOX 296 | MONTICELLO | MN | 55362 | NONE | PC | CHARITABLE GIFT | $31,250 | |
| ROBBINSDALE SPANISH IMMERSION SCHOOL PTO | ||||||||
| 8808 MEDICINE LAKE RD | NEW HOPE | MN | 55427 | NONE | PC | CHARITABLE GIFT | $250 | |
| ROGERS OTSEGO YOUTH BASEBALL ASSOCIATION | ||||||||
| PO BOX 251 | ROGERS | MN | 55374 | NONE | PC | CHARITABLE GIFT | $500 | |
| ROGERS YOUTH LACROSSE | ||||||||
| 21173 GOLDENROD LN | ROGERS | MN | 55374 | NONE | PC | CHARITABLE GIFT | $500 | |
| SALVATION ARMY BOYS & GIRLS CLUB | ||||||||
| 200 E STONER AVE | SHREVEPORT | LA | 71101 | NONE | PC | CHARITABLE GIFT | $13,200 | |
| SAVE | ||||||||
| 7900 XERXES AVE S 810 | BLOOMINGTON | MN | 55431 | NONE | PC | CHARITABLE GIFT | $250 | |
| SECOND MILE HAITI | ||||||||
| 700 NW GILMAN BLVD 242 | ISSAQUAH | WA | 98027 | NONE | PC | CHARITABLE GIFT | $2,300 | |
| SEPO ZAMBIA INC | ||||||||
| 1776 GRABER ST | OSHKOSH | WI | 54901 | NONE | PC | CHARITABLE GIFT | $6,300 | |
| SOCIAL VENTURE PARTNERS OF MN | ||||||||
| 14451 HIGHWAY 7 | MINNETONKA | MN | 55345 | NONE | PC | CHARITABLE GIFT | $32,600 | |
| SOJOURNER FAMILY PEACE CENTER | ||||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 53212 | NONE | PC | CHARITABLE GIFT | $260 | |
| SOJOURNER FOUNDATION | ||||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 53212 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| SPARK-Y | ||||||||
| 4432 CHICAGO AVENUE S | MINNEAPOLIS | MN | 55407 | NONE | PC | CHARITABLE GIFT | $1,920 | |
| SPECIAL OLYMPICS MINNESOTA | ||||||||
| 920 2ND AVE S 300 | MINNEAPOLIS | MN | 55402 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| ST ANN CENTER | ||||||||
| 2801 E MORGAN AVE | MILWAUKEE | WI | 53207 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | ||||||||
| 5353 WAYZATA BLVD 500 | ST LOUIS PARK | MN | 55416 | NONE | PC | CHARITABLE GIFT | $7,510 | |
| STMA YOUTH HOCKEY ASSOCIATION INC | ||||||||
| 10576 62ND ST NE | ALBERTVILLE | MN | 55301 | NONE | PC | CHARITABLE GIFT | $500 | |
| TEXTILE CENTER | ||||||||
| 3000 UNIVERSITY AVE SE SUITE 100 | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| THE FOOD GROUP | ||||||||
| 8501 54TH AVE N | MINNEAPOLIS | MN | 55428 | NONE | PC | CHARITABLE GIFT | $350 | |
| TOYS FOR TOTS FOUNDATION | ||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | PC | CHARITABLE GIFT | $190 | |
| TREEHOUSE | ||||||||
| 5666 LINCOLN DR 201 | MINNEAPOLIS | MN | 55436 | NONE | PC | CHARITABLE GIFT | $9,750 | |
| TRIPLE H MINIATURE HORSE RESCUE | ||||||||
| 4747 2ND AVE | MANDAN | ND | 58554 | NONE | PC | CHARITABLE GIFT | $1,500 | |
| TRUE FRIENDS | ||||||||
| 10509 108TH ST NW | ANNANDALE | MN | 55302 | NONE | PC | CHARITABLE GIFT | $10,000 | |
| VENTURE MILES | ||||||||
| 511 E TRAVELERS TRAIL | BURNSVILLE | MN | 55337 | NONE | PC | CHARITABLE GIFT | $100 | |
| WASHBURN CENTER FOR CHILDREN | ||||||||
| 1100 GLENWOOD AVE | MINNEAPOLIS | MN | 55405 | NONE | PC | CHARITABLE GIFT | $880 | |
| WATEA | ||||||||
| PO BOX 1542 | WAUSAU | WI | 55402 | NONE | PC | CHARITABLE GIFT | $1,100 | |
| WEST TONKA WALLEYE PROGRAM | ||||||||
| 2039 ARBOR LANE | MOUND | MN | 55364 | NONE | PC | CHARITABLE GIFT | $2,500 | |
| WILDERNESS INQUIRY INC | ||||||||
| 807 14TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | CHARITABLE GIFT | $1,500 | |
| WINONA COMMUNITY FOUNDATION | ||||||||
| 51 EAST 4 ST | WINONA | MN | 55987 | NONE | PC | CHARITABLE GIFT | $500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT RD 300 | JACKSONVILLE | FL | 32256 | NONE | PC | CHARITABLE GIFT | $500 | |
| YOUTH FRONTIERS | ||||||||
| 6009 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55416 | NONE | PC | CHARITABLE GIFT | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $789,441 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,245 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$243,598 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$235,353 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$235,353 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ACOUSTICAL SURFACES INC | ||||||
| 1 | 123 COLUMBIA COURT N | CHASKA | MN | 55318 | $18,550 | Yes (X) |
| LUBE TECH & PARTNERS LLC | ||||||
| 2 | 858 TRANSFER RD | ST PAUL | MN | 55114 | $41,154 | Yes (X) |
| LUBRICATION TECHNOLOGIES INC | ||||||
| 3 | 900 MENDELSSOHN AVENUE NORTH | GOLDEN VALLEY | MN | 55427 | $428,065 | Yes (X) |
| CLAM CORPORATION | ||||||
| 4 | 12135 BROCKTON LN N | ROGERS | MN | 55369 | $19,000 | Yes (X) |
| CHRISTIAN BAME | ||||||
| 5 | 9200 10TH AVE N | GOLDEN VALLEY | MN | 55427 | $10,426 | Yes (X) |
| DS ERICKSON & ASSOCIATES PLLC | ||||||
| 6 | 920 2ND AVE S 800 | MINNEAPOLIS | MN | 55402 | $5,000 | Yes (X) |
| OAKFISH FOUNDATION | ||||||
| 7 | 5810 150TH ST SE | PRIOR LAKE | MN | 55372 | $35,000 | Yes (X) |
| STEVE ANDERSON | ||||||
| 8 | 100 BRENTWOOD AVE | TONKA BAY | MN | 55331 | $7,626 | Yes (X) |
| JEFF JULKOWSKI | ||||||
| 9 | 503 RIVER ST | MINNEAPOLIS | MN | 55401 | $5,000 | Yes (X) |
| QUALITY FORKLIFT SALES & SERVICE INC | ||||||
| 10 | 587 CITATION DR | SHAKOPEE | MN | 55379 | $6,666 | Yes (X) |
| TIMOTHY FOSTER | ||||||
| 11 | 222 MINNETONKA AVE S | WAYZATA | MN | 55391 | $19,900 | Yes (X) |
| FRED WEHLING | ||||||
| 12 | 9011 WHISPER CREEK TRAIL | GREENFIELD | MN | 55373 | $27,750 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,700 | Amt |
| Net Investment Income | $5,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMBAC FINL GROUP INC COM NEW | $4,560 | $4,614 |
| CANFOR CORP CAD | $4,297 | $5,433 |
| CISCO SYSTEMS INC | $5,474 | $11,188 |
| CONVANTA HLDG CORP | $2,413 | $2,626 |
| DEVON ENERGY CORP NEW | $31,913 | $7,905 |
| JPM INVEST GRWTH FD - CL I | $334,972 | $363,505 |
| JEFFERIES FINL GROUP, INC | $19,054 | $17,220 |
| SEARS HOLDINGS CORP | $4,124 | $45 |
| SPECTRUM BRANDS HLDGS INC | $841 | $1,343 |
| SUPERIOR INDUS INTL | $19,550 | $4,090 |
| WEYERHAEUSER CO | $14,760 | $16,765 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EVERMORE GLOBAL VALUUE | AT COST | $37,734 | $41,774 |
| FIRST EAGLE GLOBAL FUNDS CLASS I | AT COST | $31,556 | $35,411 |
| FPA CRESCENT FUND | AT COST | $37,094 | $40,718 |
| JP MORGAN LARGE CAP GROWTH FUND CLASS I | AT COST | $16,822 | $29,782 |
| OAKMARK FUND CLASS I | AT COST | $30,985 | $41,037 |
| OAKMARK INTL FUND CLAS I | AT COST | $53,041 | $55,983 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $456 | $0 | $588 |
| TROOP CARE PACKAGE SUPPLIES & POSTAGE | $2,841 | $0 | $2,841 |
| DUES AND SUBSCRIPTIONS | $120 | $0 | $120 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS MARGIN LOAN | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $437 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $2,671 | $2,671 | $0 |
| PROFESSIONAL FEES | $3,208 | $0 | $3,208 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $425 | Amt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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