JOHN & DENISE GRAVES FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & DENISE GRAVES FOUNDATION (EIN 47-1300668)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349102805
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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 | 2021-11-12T11:44:29-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | 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 | 471300668 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN & DENISE GRAVES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6123899820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 CHICAGO AVENUE SOUTH NO 100 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G GRAVES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6123492705 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | GRAVES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2021-11-10 | 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 | 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 | $54,924,760 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $609,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $620,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $256,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,731,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,127 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $856 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $418,411 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $867,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,309,105 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $163,816 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $163,816 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $513,777 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $513,777 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $120,790 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $119,978 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,055 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,056 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,719 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $156,648 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,918 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,730 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,745 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $715 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,745 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,805 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $48,092 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $59,952 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,705 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,114 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $177,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,711 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $161,587 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,293,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $222,704 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,099,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,029,939 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,029,939 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,323,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $222,704 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,129,344 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,456,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,086,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,955 | CashBOYAmt |
| Cash EOY | $149,347 | CashEOYAmt |
| Cash EOYFMV | $149,347 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,516,874 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,498,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,498,415 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,267,742 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,741,506 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,146,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,146,947 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,845,746 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,845,746 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $814,665 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $814,665 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $814,665 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,699,778 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,327,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,327,011 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $188,531 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,414 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $132,922 | LandBOYAmt |
| Land EOY | $113,117 | LandEOYAmt |
| Land EOYFMV | $113,117 | LandEOYFMVAmt |
| Other Assets BOY | $98,363 | OtherAssetsBOYAmt |
| Other Assets EOY | $29,512 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,512 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,512,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,924,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,924,760 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $50,791 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,499 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $86,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $74,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $136,791 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $111,499 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $54,375,349 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $54,813,261 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,375,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,813,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,512,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,924,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,375,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,456,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,894,367 | OtherIncreasesAmt |
| Subtotal | $54,813,261 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,813,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $27,473,816 | $27,474,849 | -$1,033 | -$1,033 | |
| CAPITAL GAIN DISTRIBUTIONS | $257,996 | $257,996 | $257,996 | ||
| CAPITAL GAIN (LOSS) PARTNERSHIPS | $13,164 | $13,164 | $13,164 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,127 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,152 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,152 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,051 | OverpaymentAmt |
| Applied To ES Tax | $6,051 | 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 | WWW.JDGRAVESFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | WILLIAM G GRAVES | IndividualWithBooksNm |
| Phone | 6123899820 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 CHICAGO AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM G GRAVES | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | TRUSTEE/PRESIDENT | 40.00 | $163,816 | $16,556 | $0 |
| JOHN E GRAVES | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DENISE A GRAVES | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KYRRA RANKINE | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | VICE PRESIDENT, POLI | 40.00 | $99,871 | $18,564 | $0 |
| DESEANDRA SHEPPHEARD | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | VICE PRESIDENT, CHIE | 40.00 | $107,100 | $401 | $0 |
| JILLIAN STOCKMO | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | DIRECTOR OF LEARNING | 40.00 | $77,666 | $5,176 | $0 |
| COURTNEY KIERNAT | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | EXECUTIVE DIRECTOR, | 30.00 | $75,530 | $882 | $0 |
| CARLA GODWIN | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | DIRECTOR OF OPERATIO | 40.00 | $67,414 | $5,771 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| COLLAGE ARCHITECTS LLC | ||||||
| 708 NE 15TH AVENUE | MINNEAPOLIS | MN | 55413 | ARCHITECTS | $170,785 | |
| UBS FINANCIAL SERVICES INC | ||||||
| 80 S 8TH STREET 29TH 30TH FLOORS | MINNEAPOLIS | MN | 55402 | INVESTMENT MANAGEMENT | $147,918 | |
| FAEGRE DRINKER BIDDE & REATH LLP | ||||||
| 2200 WELLS FARGO CENTER 90 S 7TH | MINNEAPOLIS | MN | 55402 | LEGAL | $62,813 | STREET |
| LANDON GROUP LLC | ||||||
| 475 CLEVELAND AVENUE N 303 | SAINT PAUL | MN | 55104 | REAL ESTATE DEVELOPER | $61,628 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 730 EAST LAKE LLC:TO SUPPORT HISTORICALLY UNDERRPRESENTED COMMUNITIES LIKE THE PHILLIPS NEIGHBORHOOD FROM BEING PURCHASED AND REDEVELOPED INTO A MANNER THAT DOES NOT SUPPORT THE CULTURAL HISTORY OF THE COMMUNITY AND ITS NEIGHBORS AT 730 EAST LAKE STREET. | Description1Txt |
| Expenses1 | $814,665 | Expenses1Amt |
| Total | $814,665 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,341,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,129,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,471,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,471,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $757,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,714,324 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,485,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,485,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,101 | TotalTaxAmt |
| Distributable Before Adj | $2,470,615 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,470,615 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,470,615 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,129,344 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $814,665 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $814,665 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,758,674 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,758,674 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,470,615 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $754,383 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,758,674 | QualifyingDistributionsAmt |
| Applied To Year1 | $754,383 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,470,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,533,676 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,533,676 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,533,676 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,533,676 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN E GRAVES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LETTER OF INTENT ACCEPTED BY E-MAIL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 CHICAGO AVENUE SOUTH SUITE 100 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6123899820 | RecipientPhoneNum |
| Recipient Email Address | INFO@JDGRAVESFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | UNSOLICITED LETTERS OF INTEREST THAT ARE SUBMITTED FOLLOWING OUR GUIDELINES WILL BE READ AS THE FOUNDATION STAFF IS ABLE. PROPOSALS SELECTED BY FOUNDATION STAFF FOR APPROVAL WILL BE REVIEWED AT SUBSEQUENT BOARD MEETINGS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JAN 15 - FEB 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE GRAVES FAMILY FOUNDATION FUNDS FALL INTO THREE CATEGORIES: 1. STRONG SCHOOLS - K-12 SCHOOLS WHO ARE PUTTING THEIR SCHOOLS ON A PATH TO BECOMING STRONG AND STABLE, MAKING POSITIVE CHANGES. 2. STRONG SCHOOL COMMUNITIES - ORGANIZATIONS WHO SUPPORT THE BROADER COMMUNITY'S WORK TO SEED THE CONDITIONS FOR STRONG AND STABLE SCHOOLS. 3. 18+ - ORGANIZATIONS WHO PROVIDE SUPPORT AND CARE TO VULNERABLE YOUTH AS THEY LEAVE THE K-12 SYSTEM AND BEGIN THEIR JOURNEY TO ADULTHOOD. THE GRAVES FAMILY FOUNDATION DOES NOT FUND GRANTS: TO INDIVIDUALS; FOR SACRAMENTAL OR THEOLOGICAL FUNCTIONS OF RELIGIOUS ORGANIZATIONS; FOR ANNUAL FUNDRAISING EVENTS; TO ENDOWMENTS; FOR PROPAGANDIZING, INFLUENCING LEGISLATION AND/OR ELECTIONS, PROMOTING VOTER REGISTRATION, FOR POLITICAL CANDIDATES, POLITICAL CAMPAIGNS, OR FOR LITIGATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS PHILANTHROPY CHARITIES | ||||||||
| 2100 STEVENS AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | COMMUNITY GRANT | $10,000 | |
| ACER | ||||||||
| 6800 78TH AVE N | BROOKLYN PARK | MN | 55445 | NONE | PC | CIVIC ENGAGEMENT | $25,000 | |
| ACHIEVEMPLS | ||||||||
| 2829 UNIVERSITY AVE SE SUITE 850 | MINNEAPOLIS | MN | 55414 | NONE | PC | EDUCATION GRANT | $81,659 | |
| AUGSBURG COLLEGE | ||||||||
| 2211 RIVERSIDE AVE CB 308 | MINNEAPOLIS | MN | 55454 | NONE | PC | YOUTH DEVELOPMENT | $50,000 | |
| AVENUES FOR YOUTH | ||||||||
| 1708 OAK PARK AVENUE | MINNEAPOLIS | MN | 55411 | NONE | PC | COVID-19 RESPONSE | $5,000 | |
| BEAUTYWELL PROJECT | ||||||||
| 635 FAIRVIEW AVE N | ST PAUL | MN | 55104 | NONE | PC | YOUTH DEVELOPMENT | $25,000 | |
| CAIR MINNESOTA | ||||||||
| 2511 E FRANKLIN AVE SUITE 100 | MINNEAPOLIS | MN | 55406 | NONE | PC | COMMUNITY GRANT | $10,000 | |
| CENTRO TYRONE GUZMAN | ||||||||
| 1915 CHICAGO AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | COVID-19 RESPONSE | $25,000 | |
| CLUES COMUNIDADES LATINAS UNID EN SERVICIO INC | ||||||||
| 797 EAST 7TH STREET | ST PAUL | MN | 55105 | NONE | PC | COVID-19 RESPONSE | $75,000 | |
| COALITION OF ASIAN AMERICAN LEADERS | ||||||||
| 941 LAFOND AVE | ST PAUL | MN | 55104 | NONE | PC | EDUCATION GRANT | $40,000 | |
| COMMUNITY EMERGENCY ASSISTANCE PROGRAMS | ||||||||
| 7051 BROOKLYN BLVD | BROOKLYN CENTER | MN | 55429 | NONE | PC | COVID-19 RESPONSE | $5,112 | |
| CONNECTIONS TO INDEPENDENCE | ||||||||
| 310 E 38TH ST SUITE 300 | MINNEAPOLIS | MN | 55409 | NONE | PC | COVID-19 RESPONSE / HOUSING GRANT | $9,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||||
| 2924 4TH AVE SOUTH | MINNEAPOLIS | MN | 55408 | NONE | PC | COVID-19 RESPONSE | $25,000 | |
| DOUGHERTY FAMILY COLLEGE | ||||||||
| 1000 LASALLE AVE | MINNEAPOLIS | MN | 55403 | NONE | PC | EDUCATION GRANT | $25,000 | |
| DREAMS COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 528 | CHARLESTON | WV | 25322 | NONE | PC | YOUTH DEVELOPMENT / COMMUNITY GRANT | $75,000 | |
| ED ALLIES | ||||||||
| 1621 E HENNEPIN AVE SUITE 295 | MINNEAPOLIS | MN | 55414 | NONE | PC | EDUCATION GRANT | $50,000 | |
| EDUCATORS FOR EXCELLENCE | ||||||||
| 80 PINE ST FLOOR 28 | NEW YORK | NY | 10005 | NONE | PC | EDUCATION GRANT | $52,100 | |
| FIRST COVENANT CHURCH MINNEAPOLIS | ||||||||
| 810 SOUTH 7TH STREET | MINNEAPOLIS | MN | 55415 | NONE | PC | COMMUNITY GRANT | $3,000 | |
| FOSTER ADVOCATES | ||||||||
| 2233 UNIVERSITY AVE W 235 | ST PAUL | MN | 55114 | NONE | PC | COMMUNITY GRANT / YOUTH DEVELOPMENT | $42,000 | |
| FRIENDS OF GLOBAL MARKET | ||||||||
| 920 EAST LAKE ST G10 | MINNEAPOLIS | MN | 55407 | NONE | PC | COMMUNITY AND EDUCATION GRANT | $12,000 | |
| FRIENDSHIP ACADEMY OF ARTS | ||||||||
| 2600 EAST 38TH STREET | MINNEAPOLIS | MN | 55406 | NONE | PC | COVID-19 RESPONSE | $50,000 | |
| GETUSPPE | ||||||||
| 2300 18TH ST NW 21289 | WASHINGTON | DC | 20009 | NONE | PC | COVID-19 RESPONSE | $10,000 | |
| GOBI SUPPORT | ||||||||
| 100 S FIFTH STREET SUITE 1900 | MINNEAPOLIS | MN | 55402 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| GREAT MINNESOTA SCHOOLS | ||||||||
| 1330 LAGOON AVE 4TH FLOOR | MINNEAPOLIS | MN | 55408 | NONE | PC | EDUCATION GRANT | $60,000 | |
| HENNEPIN COUNTY GC A 14 | ||||||||
| 300 SOUTH 6TH ST | MINNEAPOLIS | MN | 55487 | NONE | GOV | YOUTH DEVELOPMENT | $2,500 | |
| HENNEPIN HEALTH FOUNDATION | ||||||||
| 701 PARK AVE LSB-3 | MINNEAPOLIS | MN | 55415 | NONE | PC | COVID-19 RESPONSE | $15,000 | |
| HIRED | ||||||||
| 217 FIFTH AVE NORTH SUITE 300 | MINNEAPOLIS | MN | 55401 | NONE | PC | COVID-19 RESPONSE | $50,000 | |
| HOPE COMMUNITY INC | ||||||||
| 611 E FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | COMMUNITY GRANT | $50,000 | |
| INNERCITY TENNIS FOUNDATION | ||||||||
| 4005 NICOLLET AVE | MINNEAPOLIS | MN | 55409 | NONE | PC | COMMUNITY GRANT | $1,000 | |
| JEWISH COMMUNITY ACTION | ||||||||
| 2375 UNIVERSITY AVE W SUITE 150 | ST PAUL | MN | 55114 | NONE | PC | COMMUNITY GRANT | $20,000 | |
| LAKE STREET COUNCIL | ||||||||
| 919 EAST LAKE STREET | MINNEAPOLIS | MN | 55407 | NONE | PC | COVID-19 RESPONSE | $100,000 | |
| LATINO YOUTH DEVELOPMENT COLLABORATIVE | ||||||||
| 310 E 38TH ST SUITE 136 | MINNEAPOLIS | MN | 55409 | NONE | PC | EDUCATION GRANT | $40,000 | |
| LIFEWORKS SERVICES INC | ||||||||
| 2965 LONE OAK DR SUITE 160 | EAGAN | MN | 55121 | NONE | PC | YOUTH DEVELOPMENT | $5,000 | |
| MENTOR MN | ||||||||
| 43 MAIN STREET SE | MINNEAPOLIS | MN | 55414 | NONE | PC | EDUCATION GRANT | $40,000 | |
| METRO STATE | ||||||||
| 700 EAST 7TH STREET | ST PAUL | MN | 55106 | NONE | PC | EDUCATION GRANT | $2,000 | |
| MIGIZI | ||||||||
| 2610 E 32ND STREET | MINNEAPOLIS | MN | 55406 | NONE | PC | COVID-19 RESPONSE | $5,000 | |
| MINNEAPOLIS NORTH POLAR BASKETBALL | ||||||||
| 1500 MORGAN AVE NORTH | MINNEAPOLIS | MN | 55411 | NONE | PC | YOUTH DEVELOPMENT | $35,000 | |
| MINNEAPOLIS PUBLIC SCHOOLS | ||||||||
| 1250 W BROADWAY | MINNEAPOLIS | MN | 55411 | NONE | GOV | EDUCATION GRANT | $50,000 | |
| MINNESOTA ALLIANCE WITH YOUTH | ||||||||
| 2233 UNIVERSITY AVE W SUITE 235 | ST PAUL | MN | 55114 | NONE | PC | EDUCATION GRANT / YOUTH DEVELOPMENT | $42,500 | |
| MINNESOTA COALITION FOR THE HOMELESS | ||||||||
| 2233 UNIVERSITY AVE W SUITE 434 | ST PAUL | MN | 55114 | NONE | PC | COVID-19 RESPONSE | $15,000 | |
| MINNESOTA LITERACY COUNCIL | ||||||||
| 700 RAYMOND AVE SUITE 180 | ST PAUL | MN | 55114 | NONE | PC | EDUCATION GRANT | $30,000 | |
| MINNESOTA VOICE | ||||||||
| 1600 UNIVERSITY AVE WEST | ST PAUL | MN | 55104 | NONE | PC | COMMUNITY GRANT | $50,000 | |
| MITCHELL HAMLINE SCHOOL OF LAW | ||||||||
| 875 SUMMIT AVE | ST PAUL | MN | 55105 | NONE | PC | EDUCATION GRANT | $6,500 | |
| MN EDUCATION EQUITY PARTNERSHIP | ||||||||
| 2233 UNIVERSITY AVE W 220 | ST PAUL | MN | 55114 | NONE | PC | EDUCATION GRANT | $50,000 | |
| NAVIGATE | ||||||||
| 1515 EAST LAKE STREET SUITE 202 | MINNEAPOLIS | MN | 55407 | NONE | PC | COVID-19 RESPONSE | $80,250 | |
| NEW LEADERS COUNCIL | ||||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20035 | NONE | PC | EDUCATION GRANT | $1,000 | 66004 |
| NORTHPOINT | ||||||||
| 1256 NORTH PENN AVE SUITE 5300 | MINNEAPOLIS | MN | 55411 | NONE | PC | COVID-19 RESPONSE | $10,225 | |
| PACER CENTER INC | ||||||||
| 8161 NORMANDALE BLVD | BLOOMINGTON | MN | 55437 | NONE | PC | EDUCATION GRANT | $40,000 | |
| PARTNERSHIPS FOR PERMANENCE | ||||||||
| 445 MINNESOTA ST SUITE 1500 | ST PAUL | MN | 55101 | NONE | PC | YOUTH DEVELOPMENT | $27,500 | |
| PERIS HOUSING | ||||||||
| 1930 HENNEPIN AVE | MINNEAPOLIS | MN | 55403 | NONE | PC | YOUTH DEVELOPMENT | $848,843 | |
| PILLSBURY UNITED COMMUNITIES | ||||||||
| 3650 FREMONT AVE N | MINNEAPOLIS | MN | 55412 | NONE | PC | COMMUNITY GRANT | $40,000 | |
| PROJECT FOR PRIDE IN LIVING | ||||||||
| 1035 E FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | COVID-19 RESPONSE / YOUTH DEVELOPMENT | $100,000 | |
| PROOF ALLIANCE | ||||||||
| 2233 UNIVERSITY AVE W 395 | ST PAUL | MN | 55114 | NONE | PC | YOUTH DEVELOPMENT | $15,000 | |
| PUBLIC FUNCTIONARY | ||||||||
| 1803 FILLMORE STREET NE | MINNEAPOLIS | MN | 55418 | NONE | PC | COMMUNITY GRANT | $3,000 | |
| REBOUND INC | ||||||||
| 710 WEST BROADWAY AVE N | MINNEAPOLIS | MN | 55411 | NONE | PC | COVID-19 RESPONSE | $5,000 | |
| REVIVING THE ISLAMIC SISTERHOOD FOR EMPOWERMENT | ||||||||
| 1007 W BROADWAY AVE N | MINNEAPOLIS | MN | 55411 | NONE | PC | COMMUNITY GRANT | $15,000 | |
| SAFEMN | ||||||||
| 3751 VINCENT AVE N | MINNEAPOLIS | MN | 55412 | NONE | PC | YOUTH DEVELOPMENT | $25,000 | |
| SIMPSON HOUSING SERVICES | ||||||||
| 2100 PILLSBURY AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | COMMUNITY GRANT | $68,250 | |
| SOMALI AMERICAN COMMUNITY | ||||||||
| 2323 11TH AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | COMMUNITY GRANT | $32,500 | |
| ST STEPHEN'S HUMAN SERVICES | ||||||||
| 2309 NICOLLET AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | COVID-19 RESPONSE | $5,000 | |
| THE ANIKA FOUNDATION | ||||||||
| 617 HARRY DAVIS LN | MINNEAPOLIS | MN | 55411 | NONE | PC | COMMUNITY GRANT | $47,000 | |
| THE LINK | ||||||||
| 1210 GLENWOOD AVE SUITE 1 | MINNEAPOLIS | MN | 55405 | NONE | PC | YOUTH DEVELOPMENT / COVID-19 RESPONSE / HOUSING GRANT | $100,000 | |
| THE SAINT PAUL FOUNDATION | ||||||||
| 101 FIFTH STREET EAST SUITE 2400 | ST PAUL | MN | 55101 | NONE | PC | HOUSING GRANT | $10,000 | |
| THE SHERIDAN STORY | ||||||||
| 2723 PATTON RD | ROSEVILLE | MN | 55113 | NONE | PC | COVID-19 RESPONSE | $50,000 | |
| THIRD RAIL QUARTERLY | ||||||||
| 1237 4TH ST NE | MINNEAPOLIS | MN | 55413 | NONE | PC | COMMUNITY GRANT | $20,000 | |
| VOICES FOR RACIAL JUSTICE | ||||||||
| 2525 EAST FRANKLIN AVE SUITE 301 | MINNEAPOLIS | MN | 55406 | NONE | PC | YOUTH DEVELOPMENT | $32,000 | |
| WE IMPACT | ||||||||
| 3620 E 26TH ST | MINNEAPOLIS | MN | 55406 | NONE | PC | YOUTH DEVELOPMENT | $25,000 | |
| YOUTHPRISE | ||||||||
| 3001 BROADWAY STREET NE | MINNEAPOLIS | MN | 55413 | NONE | PC | COVID-19 RESPONSE | $25,000 | |
| YU | ||||||||
| 60 SOUTH 6TH ST SUITE 2800 | MINNEAPOLIS | MN | 55402 | NONE | PC | YOUTH DEVELOPMENT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,029,939 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $609,593 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $256,963 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $856 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $867,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $867,412 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,719 | Amt |
| Net Investment Income | $11,360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (43 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC NTS B/E | $126,557 | $126,557 |
| AMC NETWORKS INC NTS B/E | $136,316 | $136,316 |
| AMERICAN TOWER CORP B/E | $36,140 | $36,140 |
| AMERICAN TOWER CORP B/E | $90,991 | $90,991 |
| AT&T INC NTS B/E | $145,017 | $145,017 |
| BECTON DICKINSON & CO | $32,612 | $32,612 |
| BECTON DICKINSON & CO | $55,435 | $55,435 |
| BOOKING HLDGS INC NTS | $144,029 | $144,029 |
| CA INC NTS B/E | $145,777 | $145,777 |
| CARLISLE COS INC B/E | $79,203 | $79,203 |
| CARLISLE COS INC NTS B/E | $26,211 | $26,211 |
| CDK GLOB INC NTS B/E | $133,985 | $133,985 |
| CDW LLC / CDW FIN CORP | $136,395 | $136,395 |
| CENTURYLINK INC NTS B/E | $133,635 | $133,635 |
| CITRIX SYSTEMS INC NTS | $148,166 | $148,166 |
| DISCOVERY COMM INC NTS | $144,622 | $144,622 |
| DOLLAR TREE INC NTS B/E | $124,213 | $124,213 |
| FISERV INC NTS B/E | $143,876 | $143,876 |
| FORTUNE BRANDS HOME & SE | $20,366 | $20,366 |
| HEWLETT PACKARD CO NTS | $150,064 | $150,064 |
| IHS MKT LTD B/E | $145,783 | $145,783 |
| JUNIPER NETWORKS INC NTS | $144,070 | $144,070 |
| KLA-TENCOR CORP NTS B/E | $142,279 | $142,279 |
| KOHLS CORP NTS B/E | $127,117 | $127,117 |
| KRAFT HEINZ FOODS CO NTS | $144,109 | $144,109 |
| MASCO CORP NTS B/E | $32,146 | $32,146 |
| MASCO CORP NTS B/E | $12,882 | $12,882 |
| MICROCHIP TECHNOLOGY INC | $145,056 | $145,056 |
| MOLSON COORS BREWING CO | $66,500 | $66,500 |
| MOTOROLA SOLUTIONS INC | $148,391 | $148,391 |
| QORVO INC NTS B/E | $108,922 | $108,922 |
| QVC INC NTS B/E | $146,933 | $146,933 |
| REYNOLDS AMERN INC B/E | $125,289 | $125,289 |
| SBA COMM CORP NTS B/E | $34,875 | $34,875 |
| SERVICE CORP INTL B/E | $135,255 | $135,255 |
| STEEL DYNAMICS INC NTS | $143,776 | $143,776 |
| TOTAL SYS SERVICES IN | $143,237 | $143,237 |
| UNITED RENTALS NORTH AM | $135,514 | $135,514 |
| VERISK ANALYTICS INC B/E | $123,475 | $123,475 |
| VERIZON COMMUNICATIONS | $141,443 | $141,443 |
| WESTERN DIGITAL CORP NTS | $145,860 | $145,860 |
| WILLIS GROUP N AMER B/E | $73,523 | $73,523 |
| ZIMMER BIOMET HOLDINGS | $125,701 | $125,701 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (126 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES | $216,790 | $216,790 |
| ACCENTURE PLC IRELAND | $250,762 | $250,762 |
| ACTIVISION BLIZZARD INC | $182,079 | $182,079 |
| ADIDAS AG SPON ADR | $68,438 | $68,438 |
| ADOBE INC. (DELAWARE) | $285,569 | $285,569 |
| ALIBABA GROUP HLDG LTD SPON | $99,608 | $99,608 |
| ALIGN TECHNOLOGY INC | $125,579 | $125,579 |
| ALLEGION PLC | $259,062 | $259,062 |
| ALPHABET INC CLASS A COMMON STOCK | $87,632 | $87,632 |
| ALPHABET INC CLASS C CAPITAL STOCK | $280,301 | $280,301 |
| AMADEUS IT GROUP UNSPONSORED | $22,918 | $22,918 |
| AMAZON.COM INC | $400,602 | $400,602 |
| AMERICAN TOWER CORP REIT | $150,388 | $150,388 |
| AMGEN INC | $273,375 | $273,375 |
| ANSYS INC | $55,298 | $55,298 |
| AON PLC CL A | $58,099 | $58,099 |
| APPLE INC | $610,374 | $610,374 |
| ASPEN TECHNOLOGY INC DEL | $58,873 | $58,873 |
| AUTODESK INC | $188,089 | $188,089 |
| BENTLEY SYSTEMS INC CL B | $66,112 | $66,112 |
| BERKLEY W R CORP | $73,793 | $73,793 |
| BERKSHIRE HATHAWAY INC DEL CL B | $259,463 | $259,463 |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | $52,589 | $52,589 |
| BRISTOL MYERS SQUIBB CO | $310,336 | $310,336 |
| BROADCOM INC | $196,157 | $196,157 |
| BROADRIDGE FINANCIAL SOLUTIONS | $187,976 | $187,976 |
| BUNZL PLC NEW SPON ADR | $40,188 | $40,188 |
| CATERPILLAR INC | $304,884 | $304,884 |
| CDW CORP | $72,353 | $72,353 |
| CHARLES RIVER LABORATORIES | $96,696 | $96,696 |
| CHECK POINT SOFTWARE TECH LTD | $32,829 | $32,829 |
| CHEMED CORP NEW | $64,446 | $64,446 |
| CINTAS CORP | $176,730 | $176,730 |
| CISCO SYSTEMS INC | $186,742 | $186,742 |
| CME GROUP INC | $177,135 | $177,135 |
| COCA COLA COMPANY | $271,513 | $271,513 |
| COLOPLAST AS SPON ADR | $11,720 | $11,720 |
| COOPER COMPANIES INC NEW | $87,197 | $87,197 |
| COPART INC | $83,222 | $83,222 |
| CSL LTD SPON ADR | $63,336 | $63,336 |
| DANAHER CORP | $173,713 | $173,713 |
| DASSAULT SYSTEMS S A SPON ADR | $28,514 | $28,514 |
| DOCUSIGN INC | $100,924 | $100,924 |
| DOLLAR GEN CORP NEW | $286,218 | $286,218 |
| ECOLAB INC | $274,561 | $274,561 |
| ELANCO ANIMAL HEALTH INC | $60,819 | $60,819 |
| LILLY ELI & CO | $303,405 | $303,405 |
| EQUIFAX INC | $70,387 | $70,387 |
| EXPERIAN PLC SPON ADR | $48,399 | $48,399 |
| EXPONENT INC | $44,205 | $44,205 |
| FACEBOOK INC CL A | $331,343 | $331,343 |
| FAIR ISAAC CORP | $50,082 | $50,082 |
| FLIR SYSTEMS INC | $47,643 | $47,643 |
| FRANKLIN INVS SECS TR CONV SECS FD-ADVISOR CL | $648,543 | $648,543 |
| FRANKLIN SMALL CAP GROWTH FUND-ADVISOR CL | $1,238,779 | $1,238,779 |
| GARTNER INC | $99,318 | $99,318 |
| HENRY JACK & ASSOC INC | $49,893 | $49,893 |
| HOME DEPOT INC | $157,513 | $157,513 |
| HONEYWELL INTL INC | $303,948 | $303,948 |
| ICON PLC EUR | $89,496 | $89,496 |
| ILLUMINA INC | $89,540 | $89,540 |
| INDUSTRIA DE DISENO TEXTIL IND | $37,662 | $37,662 |
| INTEL CORP | $207,799 | $207,799 |
| INTERACTIVE BROKERS GROUP INC | $42,157 | $42,157 |
| INTUIT | $194,103 | $194,103 |
| INTUITIVE SURGICAL INC NEW | $85,901 | $85,901 |
| ISHARES RUSSELL 2000 ETF | $1,067,939 | $1,067,939 |
| JOHNSON & JOHNSON | $267,074 | $267,074 |
| JPMORGAN CHASE & CO | $278,792 | $278,792 |
| KIMBERLY CLARK CORP | $256,042 | $256,042 |
| LENNOX INTL INC | $66,575 | $66,575 |
| LVMH MOET HENNESSY LOUIS NEW | $39,415 | $39,415 |
| MASTERCARD INCORPORATED | $369,433 | $369,433 |
| MATTHEWS PACIFIC TIGER FUND INVESTOR SHARE | $1,471,162 | $1,471,162 |
| MCDONALDS CORP | $260,500 | $260,500 |
| MEDTRONIC PLC | $373,442 | $373,442 |
| MERCK & CO INC | $232,966 | $232,966 |
| MICROSOFT CORP | $493,772 | $493,772 |
| MOODYS CORP | $168,629 | $168,629 |
| MSCI INC | $200,492 | $200,492 |
| NESTLE S A SPONSORED ADR | $34,515 | $34,515 |
| NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC SPON ADR | $72,094 | $72,094 |
| NIKE INC CL B | $95,775 | $95,775 |
| NORDSON CORP | $79,978 | $79,978 |
| ORACLE CORPORTION | $276,679 | $276,679 |
| PAYPAL HOLDINGS INC | $176,353 | $176,353 |
| PFIZER INC | $198,001 | $198,001 |
| POOL CORP | $98,340 | $98,340 |
| PROCTOR & GAMBLE CO | $306,247 | $306,247 |
| REGENERON PHARMACEUTICLS INC | $96,622 | $96,622 |
| ROLLINS INC | $52,901 | $52,901 |
| ROPER TECHNOLOGIES INC | $178,040 | $178,040 |
| SAGE GROUP PLC UN SPONSORED | $50,664 | $50,664 |
| SALESFORCE.COM INC | $158,664 | $158,664 |
| SAP SE SPON ADR | $64,282 | $64,282 |
| SCOTTS MIRACLE-GRO CO CL A | $151,546 | $151,546 |
| SERVICENOW INC | $182,192 | $182,192 |
| SHERWIN WILLIAMS CO | $171,234 | $171,234 |
| SIEMENS HEALTHINEERS AG ADR | $52,329 | $52,329 |
| SITEONE LANDSCAPE SUPPLY INC | $106,599 | $106,599 |
| SPDR S&P 500 ETF TRUST | $3,372,398 | $3,372,398 |
| STARBUCKS CORP | $349,076 | $349,076 |
| STRYKER CORP | $287,187 | $287,187 |
| T ROWE PRICE DIVERSIFIED MID CAP GROWTH FDS INC | $1,253,563 | $1,253,563 |
| TARGET CORP | $503,464 | $503,464 |
| TEMENOS AG SPON ADR | $38,946 | $38,946 |
| TENCENT HLDGS LTD ADR | $106,182 | $106,182 |
| TERADYNE INC | $134,397 | $134,397 |
| TEXAS INSTRUMENTS | $191,868 | $191,868 |
| THOR INDUSTRIES INC | $77,461 | $77,461 |
| TYSON FOODS INC CL A | $175,792 | $175,792 |
| UBS EMERGING MARKETS EQUITY OPPORTUNITY FUND | $2,392,624 | $2,392,624 |
| UNILEVER PLC AMER SHS NEW SPON | $41,890 | $41,890 |
| UNITED PARCEL SVC INC CL B | $343,368 | $343,368 |
| UNITEDHEALTH GROUP INC | $315,612 | $315,612 |
| VERIZON COMMUNICATIONS | $231,828 | $231,828 |
| VIRTUS KAR INTERNATIONAL SMALL-CAP FUND CLASS I | $1,521,591 | $1,521,591 |
| VISA INC CL A COMMON STOCK | $376,653 | $376,653 |
| WAL MART DE MEXICO SAB DE CV | $21,837 | $21,837 |
| WALMART INC COMMON STOCK | $337,023 | $337,023 |
| WALT DISNEY CO | $356,925 | $356,925 |
| WASTE MANAGEMENT INC DEL | $266,404 | $266,404 |
| XCEL ENERGY INC COMMON STOCK | $277,147 | $277,147 |
| ZEBRA TECHNOLOGIES CORP CL A | $108,765 | $108,765 |
| ZOETIS INC | $349,040 | $349,040 |
| VIATRIS INC | $12,500 | $12,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALKEON GROWTH OFFSHORE FUND II LTD SUB CLASS 3 | FMV | $2,640,390 | $2,640,390 |
| ALPHAKEYS MILLENNIUM FD II LLC CLASS B A/O | FMV | $2,676,687 | $2,676,687 |
| CALAMOS INVT TR NEW MARKET NEUTRAL FD CL I | FMV | $462,020 | $462,020 |
| CLOVER PCO II ORIGINATION FEEDER LP | FMV | $226,390 | $226,390 |
| CLOVER PCO II SECONDARY FEEDER LP | FMV | $186,782 | $186,782 |
| DIAMOND HILL LONG-SHORT FUND CLASS I | FMV | $445,016 | $445,016 |
| NORTHERN PACIFIC GROWTH FOUNDATION PARTNERS, LP | FMV | $2,689,726 | $2,689,726 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,055 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,056 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM PERIS FOUNDATION | Desc |
| BOY Book Value | $98,363 | BOYBookValueAmt |
| EOY Book Value | $29,512 | EOYBookValueAmt |
| EOYFMV | $29,512 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM EXPENSE | $141,152 | $0 | $124,811 |
| TECHNOLOGY, COMPUTER, & WEBSITE FEES | $18,501 | $0 | $18,468 |
| OFFICE EXPENSES | $18,098 | $0 | $18,283 |
| FILING FEES | $25 | $0 | $25 |
| PARTNERSHIP EXPENSES | $0 | $62,711 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $418,411 | ||
| MISCELLANEOUS INCOME | $856 | $856 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $3,894,367 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED LEASEHOLD ALLOWANCE | Desc |
| BOY Book Value | $86,000 | BOYBookValueAmt |
| EOY Book Value | $74,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $147,918 | $147,918 | $0 |
| PROFESSIONAL DEVELOPMENT AND CONSULTING | $8,730 | $0 | $8,730 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $15,000 | $0 | $0 |
| PROPERTY TAXES | $13,745 | $0 | $13,745 |
| FOREIGN TAXES | $0 | $715 | $0 |
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