FURP.ORG / PUBLIC DATA EXPLORER

HAWKINS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HAWKINS FAMILY FOUNDATION (EIN 41-1925282)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-30
IRS object ID
202131209349101918
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-30T10:10:31-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203294646PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOMBERG HANSON & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19800 SHELARD PARKWAY SUITE 208AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55441ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411925282EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HAWKINS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAWKBusinessNameControlTxt
Phone6516539583PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19800 SHELARD PARKWAY NO 208AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55441ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLANCHE HAWKINSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6516539583PhoneNum
Signature2021-04-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBLANCHEPersonFirstNm
Person LastHAWKINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES D BOMBERG CPAPreparerPersonNm
PTINP00003325PTIN
Phone7632770303PhoneNum
Preparation2021-04-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,927,909FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$144,897DividendsRevAndExpnssAmt
Dividends Net Invst Incm$144,897DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$398,983NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,443,747GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$398,983CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$543,880TotalRevAndExpnssAmt
Total Net Invst Incm$543,880TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$17,410TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$62OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,072TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$260,925ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$260,925ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$279,997TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$260,925TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$263,883ExcessRevenueOverExpensesAmt
Net Investment Income$543,880NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$53,128SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$69,635SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$69,635SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,010,693CorporateStockBOYAmt
Corporate Stock EOY$4,856,716CorporateStockEOYAmt
Corporate Stock EOYFMV$4,856,716CorporateStockEOYFMVAmt
Other Assets BOY$1,478OtherAssetsBOYAmt
Other Assets EOY$1,558OtherAssetsEOYAmt
Other Assets EOYFMV$1,558OtherAssetsEOYFMVAmt
Total Assets BOY$4,065,299TotalAssetsBOYAmt
Total Assets EOY$4,927,909TotalAssetsEOYAmt
Total Assets EOYFMV$4,927,909TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,065,299NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,927,909NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,065,299TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,927,909TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,065,299TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,927,909TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,065,299TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$263,883ExcessRevenueOverExpensesAmt
Other Increases$598,727OtherIncreasesAmt
Subtotal$4,927,909SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,927,909TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS NET COVERED ST GAINP2020-06-302020-12-31$421,425$388,945$32,480$32,480
UBS NET COVERED LT GAINP2019-06-302020-12-31$889,650$625,090$264,560$264,560
UBS NET NONCOVERED LT GAINP2019-06-302020-12-31$132,672$30,729$101,943$101,943
FieldValueIRS element (for citing)
Capital Gain Net Income$398,983CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,560InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,560SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,560TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,240OverpaymentAmt
Applied To ES Tax$1,240AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBLANCHE HAWKINSIndividualWithBooksNm
Phone6514297791PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11801 E COUNTY ROAD FAddressLine1Txt
CityWHITE BEAR LAKECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BLANCHE HAWKINS
126 DELLWOOD AVEDELLWOODMN55110DIRECTOR/CEO/SECRETARY0.00$0$0$0
THANE E HAWKINS II
126 DELLWOOD AVEDELLWOODMN55110DIRECTOR/CFO0.00$0$0$0
LISA A HAWKINS
126 DELLWOOD AVEDELLWOODMN55110DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ORGANIZED EXCLUSIVELY FOR EDUCATIONAL, CHARITABLE, LITERARY AND SCIENTIFIC PURPOSES AND TO MAKE DISTRIBUTIONS TO SECTION 501(C) ORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,116,553AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,600AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,184,153TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,184,153AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$62,762CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,121,391NetVlNoncharitableAssetsAmt
Minimum Investment Return$206,070MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$206,070MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,560TaxBasedOnInvestmentIncomeAmt
Total Tax$7,560TotalTaxAmt
Distributable Before Adj$198,510DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$198,510DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$198,510DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$260,925ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$260,925QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$260,925AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$198,510DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$82,238ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$65,026ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$27,043ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$359,913ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$52,763ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$586,983TotalExcessDistributionCyovAmt
Qualifying Distributions$260,925QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$198,510AppliedToCurrentYearAmt
Remaining Distri From Corpus$62,415RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$649,398TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$82,238ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$567,160ExcessDistriCyovToNextYrAmt
Excess From Year4$65,026ExcessFromYear4Amt
Excess From Year3$27,043ExcessFromYear3Amt
Excess From Year2$359,913ExcessFromYear2Amt
Excess From Year1$52,763ExcessFromYear1Amt
Excess From Current Year$62,415ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBLANCHE HAWKINSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1126 DELLWOOD AVEAddressLine1Txt
CityDELLWOODCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55110ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6512245721RecipientPhoneNum
Form And Info And MaterialsIN WRITING, STATING PURPOSE OF ORGANIZATION AND INTENDED USEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASPIRATION FUNDS KINGLSLEY PINES CAMP
1110 PINE RIDGE RD SUITE 200NAPLESFL34108NONEPUBLIC CHARITYGENERAL$1,000
BLACK MEN TEACH
1001 HIGHWAY 7 SUITE 170LHOPKINSMN55305NONEPUBLIC CHARITYGENERAL$10,000
COMMUNITY FOUNDATION OF COLLIER COUNTY
1110 PINE RIDGE RD STE 200NAPLESFL34108NONEPUBLIC CHARITYGENERAL$5,000
COMO FRIENDS
1225 ESTABROOK DRST PAULMN55103NONEPUBLIC CHARITYGENERAL$1,000
CONSERVANCY OF SOUTHWEST FL
1495 SMITH PRESERVE WAYNAPLESFL34102NONEPUBLIC CHARITYGENERAL$20,000
CORNERSTONE ADVOCACY
1000 E 80TH STBLOOMINGTONMNMN55420NONEPUBLIC CHARITYGENERAL$1,000
DUBUQUE SYMPHONY
2728 ASBURY ROADDUBUQUEIA52001NONEPUBLIC CHARITYGENERAL$1,000
FAIR VOTE MINNESOTA FOUNDATION
800 IDS CENTER 80 S 8TH STREETMINNEAPOLISMN55402NONEPUBLIC CHARITYGENERAL$4,000
FAIR VOTE MINNESOTA
550 VANDALIA STST PAULMN55114NONEPUBLIC CHARITYGENREAL$6,000
FAMILY TREE CLINIC
1619 DAYTON AVE 205ST PAULMN55104NONEPUBLIC CHARITYGENERAL$1,500
FRIENDS OF MS
101 5TH ST E 2000ST PAULMN55101NONEPUBLIC CHARITYGENERAL$1,500
FRRC EDUCATION FUND
PO BOX 618147ORLANDOFL32861NONEPUBLIC CHARITYGENERAL$2,000
GRAYWOLF PRESS
250 THIRD AVE N SUITE 600MINNEAPOLISMN55401NONEPUBLIC CHARITYGENERAL$1,000
GREATER WHITE BEAR COMMUNITY FOUNDATION
PO BOX 10626WHITE BEAR LAKEMN55110NONEPUBLIC CHARITYGENERAL$500
GULFSHORE PLAYHOUSE
755 8TH AVE SNAPLESFL34102NONEPUBLIC CHARITYGENERAL$5,000
GUTHRIE THEATER
818 S 2ND STMINNEAPOLISMN55415NONEPUBLIC CHARITYGENERAL$6,000
H2O FOR LIFE-R2R
1310 HIGHWAY 96 EAST 235WHITE BEAR LAKEMN55110NONEPUBLIC CHARITYGENERAL$500
JUNGLE THEATER
2951 LYNDALE AVE SMINNEAPOLISMN55408NONEPUBLIC CHARITYGENERAL$1,000
LAKE LINKS BIKE TRAIL
4701 US 61WHITE BEAR LAKEMN55110NONEPUBLIC CHARITYGENERAL$5,000
LAKE STREET COUNCIL
PO BOX 7091MINNEAPOLISMN55407NONEPUBLIC CHARITYGENERAL$25,000
LOFT LIBRARY CENTER
1011 S WASHINGTON AVE 200MINNEAPOLISMN55415NONEPUBLIC CHARITYGENERAL$125
MEALS OF HOPE
2221 CORPORATION BLVDNAPLESFL34109NONEPUBLIC CHARITYGENERAL$2,000
MOTHERS CLUB OF HAITI
311 1ST STREET NWCROSBYMN56441NONEPUBLIC CHARITYGENERAL$500
NAPLES WOMANS CLUB
570 PARK STNAPLESFL34102NONEPUBLIC CHARITYGENERAL$6,000
NSCHS SPARTAN BOOSTER CLUB
7447 ROSWELL RDSANDY SPRINGSGA30328NONEPUBLIC CHARITYGENERAL$8,500
ONE WORLD SURGERY
510 LAKE COOK RD 400DEERFIELDIL60015NONEPUBLIC CHARITYGENERAL$500
OPERA OF NAPLES
2408 LINWOOD AVENAPLESFL34112NONEPUBLIC CHARITYGENERAL$1,500
OPPORTUNITY INTERNATIONAL
550 WEST VAN BUREN STREETCHICAGOIL60607NONEPUBLIC CHARITYGENERAL$1,000
PLEASANT RIDGE WALDORF SCHOOL
431 E COURT STVIROQUAWI54665NONEPUBLIC CHARITYGENERAL$500
ROOT FOR THE HOME
12 YELLOW BIRCH RDWHITE BEAR LAKEMN55110NONEPUBLIC CHARITYGENERAL$3,000
SHELTER FOR ABUSED WOMEN
1121 JACKSON STST PAULMN55101NONEPUBLIC CHARITYGENERAL$300
ST PAUL GARDEN CLUB
433 9TH AVE SSOUTH ST PAULMN55075NONEPUBLIC CHARITYGENERAL$1,000
STONEWARD BOUND
2221 CORPORATION BLVDNAPLESFL34102NONEPUBLIC CHARITYGENERAL$2,000
SUMMIT ACADEMY
935 OLSON MEM HWYGOLDEN VALLEYMN55405NONEPUBLIC CHARITYGENERAL$5,000
TWIN CITIES PUBLIC TELEVISION
172 4TH ST EST PAULMN55101NONEPUBLIC CHARITYGENERAL$1,000
UNION GOSPEL MISSION
77 E 9TH STREETST PAULMN55101NONEPUBLIC CHARITYGENERAL$500
US NAVAL ACADEMY FOUNDATION
25 MARYLAND AVEANNAPOLISMD21401NONEPUBLIC CHARITYGENERAL$15,500
WBCA
4971 LONG AVEWHITE BEAR LAKEMN55110NONEPUBLIC CHARITYGENERAL$1,000
WGCV
300 E STREET SWWASHINGTONDC20546NONEPUBLIC CHARITYGENERAL$500
WINDSTAR CLUB CHARITABLE FOUNDATION
1700 WINDSTAR BLVDNAPLESFL34112NONEPUBLIC CHARITYGENERAL$1,000
WOMENS FOUNDATION OF MN
105 5TH AVE S 300MINNEAPOLISMN55401NONEPUBLIC CHARITYGENERAL$110,000
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS66675NONEPUBLIC CHARITYGENERAL$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$260,925TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$144,897ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$398,983ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$543,880ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$543,880TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBSStockNm
EOY Book Value$4,856,716EOYBookValueAmt
EOYFMV$4,856,716EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1099 INCOME RECEIVABLE$401$1$1
OTHER RECEIVABLES$1,077$1,557$1,557

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT INTERESTDesc
Revenue And Expenses Per Books$62RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$598,727Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$17,410Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt