NASH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NASH FOUNDATION (EIN 41-6019142)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-03-15
- IRS object ID
- 202120749349100317
- Schema version
- 2019v5.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-15T11:54:48-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416019142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Nash Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Ms Brooke Bailey | InCareOfNm |
| Business Name Control | NASH | BusinessNameControlTxt |
| Phone | 6125003177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Nicollet Avenue 19487 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA NORTON TOCHO | PersonNm |
| Person Title | treas | PersonTitleTxt |
| Phone | 6125003177 | PhoneNum |
| Signature | 2021-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,750,070 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,739 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,739 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,310,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,531,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,310,475 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,439,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,439,393 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,249 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,249 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,635 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,226 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,226 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,303 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $34,303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,778 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,189,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,439,393 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $436,022 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $433,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $433,132 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,332,012 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,524,282 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,316,938 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,768,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,957,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,750,070 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,768,034 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,957,414 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,768,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,957,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,768,034 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,957,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,768,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,189,380 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,957,414 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,957,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $3,531,353 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,220,878 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,310,475 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,310,475 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,310,475 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $238,547 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,821,189 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049479 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $216,767 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,858,839 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044613 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $206,336 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,441,266 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046459 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $216,275 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,213,671 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051327 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,270 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,454,328 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043165 | DistributionYr5Rt |
| Total Distribution | 0.235043 | TotalDistributionRt |
| Average Distribution | 0.047009 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,822,726 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $226,712 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,394 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $241,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $235,378 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,788 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,788 | SubtotalAmt |
| Tax Based On Investment Income | $28,788 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,696 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $29,196 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $408 | OverpaymentAmt |
| Applied To ES Tax | $408 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ms Brooke Bailey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6125003177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5305 Park Avenue | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Barbara Atwood | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Nicolas Atwood | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, VP | 1.0 | $0 | $0 | $0 |
| Brooke Bailey | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Pres | 1.0 | $3,249 | $0 | $0 |
| John Brautigam | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Sec | 1.0 | $0 | $0 | $0 |
| Jocelyn Lister Koenig | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | VP, Board Member | 1.0 | $0 | $0 | $0 |
| Victoria C Lanyon | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Jeffrey Pierce Norton Jr | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Alyson Nash Tocho | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Cynthia N Tocho III | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,350,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $545,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,896,169 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,896,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,822,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $241,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $241,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,788 | TotalTaxAmt |
| Distributable Before Adj | $212,348 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $212,348 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $212,348 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,378 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $235,378 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $235,378 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,348 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $230,780 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $235,378 | QualifyingDistributionsAmt |
| Applied To Year1 | $230,780 | AppliedToYear1Amt |
| Applied To Current Year | $4,598 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $207,750 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABORTION CONVERSATION PROJECTS | |||||||
| 815 TOURNAMENT RD | PONTE VEDRA | FL | 32082 | N/A | PC | General & Unrestricted | $1,900 |
| AMERICAN ASSOCIATION FOR RUNIC STUDIES | |||||||
| 430 OAK GROVE ST | MINNEAPOLIS | MN | 55403 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1140 PROFESSIONAL COURT | HAGERSTOWN | MD | 21740 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN NATIONAL RED CROSS - MINNEAPOLIS MN | |||||||
| 1201 W RIVER PKWY | MINNEAPOLIS | MN | 55454 | N/A | PC | General & Unrestricted | $800 |
| AUBURN MANOR | |||||||
| 501 N OAK ST | CHASKA | MN | 55318 | N/A | PC | General & Unrestricted | $625 |
| AVENUES FOR YOUTH | |||||||
| 1708 OAK PARK AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | General & Unrestricted | $500 |
| BAR HARBOR FOOD PANTRY | |||||||
| 36 MOUNT DESERT ST | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $500 |
| BLAKE SCHOOL | |||||||
| 110 BLAKE RD S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $600 |
| BLESSINGS IN A BACKPACK INC | |||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | N/A | PC | General & Unrestricted | $1,500 |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | N/A | PC | General & Unrestricted | $250 |
| CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA | |||||||
| 3276 MCNUTT AVE | WALNUT CREEK | CA | 94597 | N/A | PC | General & Unrestricted | $400 |
| CAPITAL PUBLIC RADIO INC | |||||||
| 7055 FOLSOM BLVD | SACRAMENTO | CA | 95826 | N/A | PC | General & Unrestricted | $500 |
| CENTER FOR CLIMATE PROTECTION | |||||||
| PO BOX 3785 | SANTA ROSA | CA | 95402 | N/A | PC | General & Unrestricted | $400 |
| COMMUNITY GALLERY INC | |||||||
| 11 BANK ST | LEBANON | NH | 03766 | N/A | PC | General & Unrestricted | $200 |
| ECOLOGY EDUCATION INC | |||||||
| 184 SIMPSON RD | SACO | ME | 04072 | N/A | PC | General & Unrestricted | $1,300 |
| EDUCATION FOR JUST PEACE IN THE MIDDLE EAST - DBA | |||||||
| PO BOX 3609 | WASHINGTON | DC | 20027 | N/A | PC | General & Unrestricted | $300 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $200 |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $1,000 |
| ETHNOS360 INC | |||||||
| 312 W 1ST ST | SANFORD | FL | 32771 | N/A | PC | General & Unrestricted | $500 |
| FOOD CONNECTS | |||||||
| 22 BROWNE CT UNIT 110 | BRATTLEBORO | VT | 05301 | N/A | PC | General & Unrestricted | $250 |
| FRESH ENERGY | |||||||
| 408 SAINT PETER ST STE 220 | SAINT PAUL | MN | 55102 | N/A | PC | General & Unrestricted | $25,000 |
| FRIENDLY HOUSE INC | |||||||
| 36 WALL ST | WORCESTER | MA | 01604 | N/A | PC | Interfaith Hospitality Network of Greater Worcester | $150 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH ST NW 11TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $750 |
| GIRLS INCORPORATED OF WORCESTER | |||||||
| 125 PROVIDENCE ST | WORCESTER | MA | 01604 | N/A | PC | General & Unrestricted | $1,000 |
| GOOD SHEPHERD FOOD BANK | |||||||
| PO BOX 1807 | AUBURN | ME | 04211 | N/A | PC | General & Unrestricted | $900 |
| GOVERNOR DUMMER ACADEMY | |||||||
| 1 ELM ST | BYFIELD | MA | 01922 | N/A | PC | General & Unrestricted | $250 |
| GRAMMAR SCHOOL INCORPORATED | |||||||
| 69 HICKORY RIDGE RD S | PUTNEY | VT | 05346 | N/A | PC | General & Unrestricted | $200 |
| GRAND FORKS COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 5095 | GRAND FORKS | ND | 58206 | N/A | PC | General & Unrestricted | $4,250 |
| GUARDIAN AD LITEM FOUNDATION OF TAMPA BAY INC | |||||||
| 14250 49TH ST N STE 4000 | CLEARWATER | FL | 33762 | N/A | PC | General & Unrestricted | $1,500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | N/A | PC | General & Unrestricted | $1,000 |
| HENNEPIN HISTORY MUSEUM | |||||||
| 2303 3RD AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $4,000 |
| HIGH ATLAS FOUNDATION | |||||||
| 511 6TH AVE K110 | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $300 |
| INTERNATIONAL ACADEMY OF FINE ART | |||||||
| 888 NEWARK AVE | JERSEY CITY | NJ | 07306 | N/A | PC | General & Unrestricted | $2,000 |
| INTERNATIONAL CRANE FOUNDATION INC | |||||||
| 11376 SHADY LN RD | BARABOO | WI | 53913 | N/A | PC | General & Unrestricted | $250 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $300 |
| JOYCE PRESCHOOL | |||||||
| 3400 PARK AVE | MINNEAPOLIS | MN | 55407 | N/A | PC | General & Unrestricted | $2,000 |
| LAKE STREET COUNCIL | |||||||
| 919 E LAKE ST | MINNEAPOLIS | MN | 55407 | N/A | PC | General & Unrestricted | $100 |
| LITERACY VOLUNTEERS OF SANTA FE | |||||||
| 6401 RICHARDS AVE 514-C | SANTA FE | NM | 87508 | N/A | PC | General & Unrestricted | $1,000 |
| LUTHER COLLEGE | |||||||
| 700 COLLEGE DR | DECORAH | IA | 52101 | N/A | PC | General & Unrestricted | $80 |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $50 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,900 |
| MID COAST HOSPITAL | |||||||
| 123 MEDICAL CENTER DR | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $400 |
| MID COAST HUNGER PREVENTION PROGRAM INC | |||||||
| 12 TENNEY WAY | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $600 |
| MINNESOTA ENVIRONMENTAL FUND | |||||||
| 450 SYNDICATE ST N STE 320 | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $370 |
| MINNESOTA FREEDOM FUND INC | |||||||
| PO BOX 6398 | MINNEAPOLIS | MN | 55406 | N/A | PC | General & Unrestricted | $1,125 |
| MINNESOTA INDIAN WOMENS RESOURCE CENTER | |||||||
| 2300 15TH AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $25,000 |
| MINNESOTA LANDMARKS | |||||||
| 404 LANDMARK CENTER 75 W 5TH ST | SAINT PAUL | MN | 55102 | N/A | PC | General & Unrestricted | $25,000 |
| MINNESOTA STATE UNIVERSITY MANKATO FOUNDATION INCO | |||||||
| 236 WIGLEY ADMINISTRATION CTR | MANKATO | MN | 56001 | N/A | PC | General & Unrestricted | $500 |
| MOGOLLON SPORTING ASSOCIATION INC | |||||||
| PO BOX 1662 | PAYSON | AZ | 85547 | N/A | PC | General & Unrestricted | $2,000 |
| MYHEALTH FOR TEENS AND YOUNG ADULTS INC | |||||||
| 15 8TH AVE S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $500 |
| NORMANDALE EVANGELICAL LUTHERAN CHURCH OF EDINA | |||||||
| 6100 NORMANDALE RD | EDINA | MN | 55436 | N/A | PC | General & Unrestricted | $250 |
| PET PROJECT | |||||||
| 3755 BOOMINGTON AVE S | MINNEAPOLIS | MN | 55407 | N/A | PC | General & Unrestricted | $1,350 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| SECOND HARVEST HEARTLAND | |||||||
| 7101 WINNETKA AVE N | MINNEAPOLIS | MN | 55428 | N/A | PC | General & Unrestricted | $15,000 |
| SECONDHAND HOUNDS | |||||||
| 5959 BAKER RD STE 390 | MINNETONKA | MN | 55345 | N/A | PC | General & Unrestricted | $750 |
| SHATTUCK-ST MARYS SCHOOLS | |||||||
| 1000 SHUMWAY AVE | FARIBAULT | MN | 55021 | N/A | PC | General & Unrestricted | $400 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | General & Unrestricted | $4,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 |
| SOMOS UN PUEBLO UNIDO | |||||||
| 1804 ESPINACITAS ST | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $1,000 |
| SOULSPACE FARM SANCTUARY | |||||||
| 1976 COUNTY RD CC | NEW RICHMOND | WI | 54017 | N/A | PC | General & Unrestricted | $100 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,400 |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||
| 1712 RANDOLPH AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $500 |
| STEAMBOAT SPRINGS COUNCIL OF THE ARTS AND HUMANITI | |||||||
| PO BOX 774284 | STEAMBOAT SPR | CO | 80477 | N/A | PC | General & Unrestricted | $2,000 |
| STRATEGIES4LIFE INC | |||||||
| 3240 AIRFIELD DR E | LAKELAND | FL | 33811 | N/A | PC | General & Unrestricted | $500 |
| TAMPA GENERAL HOSPITAL FOUNDATION INC | |||||||
| P O BOX 1289 RM H-149 | TAMPA | FL | 33601 | N/A | PC | General & Unrestricted | $2,000 |
| THE 1932 CRITERION THEATRE | |||||||
| PO BOX 642 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $500 |
| THE SALVATION ARMY | |||||||
| 2445 PRIOR AVE N | ROSEVILLE | MN | 55113 | N/A | PC | General & Unrestricted | $250 |
| THE YOUTH SCIENCE INSTITUTE | |||||||
| 296 GARDEN HILL DR | LOS GATOS | CA | 95032 | N/A | PC | General & Unrestricted | $1,500 |
| TREE TRUST | |||||||
| 1419 ENERGY PARK DR | SAINT PAUL | MN | 55108 | N/A | PC | the Community Forestry program | $25,000 |
| TWO HARBORS AREA FOOD SHELF | |||||||
| PO BOX 601 | TWO HARBORS | MN | 55616 | N/A | PC | General & Unrestricted | $400 |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION | |||||||
| 96 FALMOUTH ST | PORTLAND | ME | 04103 | N/A | PC | General & Unrestricted | $700 |
| UPPER VALLEY WALDORF SCHOOL | |||||||
| PO BOX 709 | QUECHEE | VT | 05059 | N/A | PC | General & Unrestricted | $500 |
| URBAN BOATBUILDERS INC | |||||||
| 2288 UNIVERSITY AVE W | ST PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $250 |
| URBAN SQUASH TWIN CITIES | |||||||
| 725 OLIVE LN N | PLYMOUTH | MN | 55447 | N/A | PC | General & Unrestricted | $500 |
| VEAP INC | |||||||
| 9600 ALDRICH AVE S | BLOOMINGTON | MN | 55420 | N/A | PC | General & Unrestricted | $250 |
| VISION LOSS RESOURCES INC | |||||||
| 1936 LYNDALE AVE S | MINNEAPOLIS | MN | 55403 | N/A | PC | General & Unrestricted | $4,000 |
| VOYAGEURS NATIONAL PARK ASSOCIATION | |||||||
| 144 GLENWOOD AVE STE 120 | MINNEAPOLIS | MN | 55405 | N/A | PC | General & Unrestricted | $400 |
| WASATCH ACADEMY | |||||||
| 120 S 100 W | MT PLEASANT | UT | 84647 | N/A | PC | General & Unrestricted | $250 |
| WAYZATA HISTORICAL SOCIETY | |||||||
| 402 LAKE ST E | WAYZATA | MN | 55391 | N/A | PC | General & Unrestricted | $4,000 |
| WESLEYAN UNIVERSITY | |||||||
| 291 MAIN ST | MIDDLETOWN | CT | 06457 | N/A | PC | Wesleyan Athletics Cross Country Team | $1,500 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | General & Unrestricted | $600 |
| WILLOWIND THERAPEUTIC RIDING CENTER INC | |||||||
| 1140 STATE HWY 3 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $5,000 |
| WINDSOR PUBLIC LIBRARY | |||||||
| 43 STATE ST | WINDSOR | VT | 05089 | N/A | PC | General & Unrestricted | $500 |
| WORCESTER ANIMAL RESCUE LEAGUE | |||||||
| 139 HOLDEN ST | WORCESTER | MA | 01606 | N/A | PC | General & Unrestricted | $2,000 |
| WORCESTER COUNTY FOOD BANK INC | |||||||
| 474 BOSTON TPKE | SHREWSBURY | MA | 01545 | N/A | PC | General & Unrestricted | $750 |
| YOUTH FRONTIERS INC | |||||||
| 5215 EDINA INDUSTRIAL BLVD STE 400 | MINNEAPOLIS | MN | 55439 | N/A | PC | General & Unrestricted | $1,000 |
| YOUTHLINK | |||||||
| 41 N 12TH ST | MINNEAPOLIS | MN | 55403 | N/A | PC | General & Unrestricted | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,739 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,179 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,310,475 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,439,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,439,393 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jocelyn Lister Koenig | PersonNm |
| Short Explanation | *removed from foundation in FYE 2020 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $236,134 | $221,935 |
| INVESCO FTSE RAFI EMERGING MAR | $32 | $35 |
| ISHARES GOLD TRUST | $90,883 | $113,442 |
| SCHWAB FUNDAMENTAL EM MARKETS | $269,399 | $233,117 |
| SCHWAB FUNDAMENTAL INTERNATION | $204,640 | $184,353 |
| SCHWAB FUNDAMENTAL INTL LARGE | $445,651 | $401,206 |
| SCHWAB FUNDAMENTAL US LARGE CO | $562,396 | $530,421 |
| SCHWAB FUNDAMENTAL US SMALL CO | $473,084 | $420,766 |
| SCHWAB INTERMEDIATE US TRS ETF | $243,406 | $260,454 |
| SCHWAB STRATEGIC TREMERGING MK | $145,079 | $135,216 |
| SCHWAB STRATEGIC TRINTL SMALL | $144,863 | $131,853 |
| SCHWAB U.S. SMALL-CA | $223,351 | $219,020 |
| SCHWAB US LARGE CAP ETF | $427,939 | $443,932 |
| SCHWAB US REIT | $161,672 | $129,821 |
| SCHWAB US TIPS | $266,904 | $284,795 |
| SPDR BARCLAYS CAPITAL EMERGING | $94,922 | $91,342 |
| SPDR PORTFOLIO INTERMEDIATE TE | $47,554 | $50,046 |
| VANGUARD GLOBAL EX-US REAL EST | $27,924 | $22,257 |
| VANGUARD MORTGAGE-BACKED SEC I | $246,787 | $254,343 |
| XTRACKERS INTERNATIONAL REAL E | $67,925 | $54,645 |
| XTRACKERS USD HIGH YIELD CORPO | $143,737 | $133,939 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $33,314 | $33,314 |
| Office Supplies | $57 | $57 |
| Postage/Delivery Service | $245 | $245 |
| State or Local Filing Fees | $25 | $25 |
| Website Hosting/Support | $474 | $474 |
| DIGITAL SUBSCRIPTION FEES | $188 | $188 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $14,300 |
| 990-PF Extension for 2019 | $335 |
Comments