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EAGLE AND THE HAWK FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
EAGLE AND THE HAWK FOUNDATION (EIN 41-1856926)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-11
IRS object ID
202132549349100403
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)
Return2021-09-11T14:53:21-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411834878PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURR OAK GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13001 BROADWAY STREET NE STE 640AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411856926EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EAGLE AND THE HAWK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEAGLBusinessNameControlTxt
Phone9525121165PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 BROADWAY STREET NE SUITE 640AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES HARTWELLPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9525121165PhoneNum
Signature2021-09-11SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastHARTWELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01084498PTIN

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$5,094,721FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$190,106ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,812InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,812InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$70,190DividendsRevAndExpnssAmt
Dividends Net Invst Incm$70,190DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,102NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,443,132GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,102CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$18,151OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,453OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$302,361TotalRevAndExpnssAmt
Total Net Invst Incm$99,557TotalNetInvstIncmAmt
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$19,713AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,713AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,608TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,583TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,567TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,567TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,766OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,766OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,654TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,629TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$193,455ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$193,455ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$223,109TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,629TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$193,480TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$79,252ExcessRevenueOverExpensesAmt
Net Investment Income$69,928NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,490CashBOYAmt
Cash EOY$2,391CashEOYAmt
Cash EOYFMV$2,391CashEOYFMVAmt
Sav And Temp Cash Invst BOY$348,479SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$393,608SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$393,608SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,481,381OtherInvestmentsBOYAmt
Other Investments EOY$4,514,603OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,698,722OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,831,350TotalAssetsBOYAmt
Total Assets EOY$4,910,602TotalAssetsEOYAmt
Total Assets EOYFMV$5,094,721TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,472,688CapitalStockBOYAmt
Capital Stock EOY$1,472,688CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,358,662RetainedEarningBOYAmt
Retained Earning EOY$3,437,914RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,831,350TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,910,602TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,831,350TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,910,602TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,831,350TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$79,252ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,910,602SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,910,602TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES CORE US AGGREGATEP2020-05-132020-10-20$224,771$223,048$1,723$1,723
ISHARES MSCI EAFE ETFP2019-04-292020-04-16$81,409$100,164-$18,755-$18,755
VANGUARD FTSE DEVELOPED MARKETP2020-04-202020-05-08$296,615$288,939$7,676$7,676
VANGUARD GLBL EX-US REAL ESTATEP2019-08-162020-05-08$23,883$29,969-$6,086-$6,086
VANGUARD FTSE EMERGING MARKETS ETFP2020-04-172020-05-08$174,431$169,736$4,695$4,695
VANGUARD REAL ESTATE ETFP2019-08-062020-05-08$25,286$29,733-$4,447-$4,447
EATON VANCE PARAP2020-04-15$397,456$516,000-$118,544-$118,544
FMI INTERNATIONALP2020-05-08$74,000$100,950-$26,950-$26,950
ISHARES MSCI EAFE ETFP2020-04-16$500,091$514,842-$14,751-$14,751
ISHARES RUSSELL 1000 ETFP2015-06-052020-05-08$458,876$335,211$123,665$123,665
ISHARES RUSSELL 2000 ETFP2020-05-08$186,314$138,499$47,815$47,815
POCKETP$2,061$2,061
POCKETP$12,538$12,538
POCKETP$5,219$5,219
POCKETP$5,243$5,243
FieldValueIRS element (for citing)
Capital Gain Net Income$21,102CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$972InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$972SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$972TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,747EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,747TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,775OverpaymentAmt
Applied To ES Tax$2,775AppliedToESTaxAmt
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 BooksCHARLES BELL HARTWELLIndividualWithBooksNm
Phone9525121165PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1BROADWAY PLACE RIDGE 3001 BROADWAYAddressLine1Txt
Address Line2STREET NE SUITE 640AddressLine2Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES BELL HARTWELL
BROADWAY PLACE RIDGE 3001 BROADWAYST NE STE 640MINNEAPOLISMN55413CHIEF EXECUTIVE OFFICER0.00$0$0$0
MAUREEN PELTON
BROADWAY PLACE RIDGE 3001 BROADWAYST NE STE 640MINNEAPOLISMN55413CHIEF FINANCIAL OFFICER0.00$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

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$4,285,859AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$363,905AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,649,764TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,649,764AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$69,746CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,580,018NetVlNoncharitableAssetsAmt
Minimum Investment Return$229,001MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$229,001MinimumInvestmentReturnAmt
Tax Based On Investment Income$972TaxBasedOnInvestmentIncomeAmt
Total Tax$972TotalTaxAmt
Distributable Before Adj$228,029DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$228,029DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$228,029DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$193,480ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$193,480QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$193,480AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$228,029DistributableAsAdjustedAmt
Undistributed Income PY$187,921UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$193,480QualifyingDistributionsAmt
Applied To Year1$187,921AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,559AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$222,470UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHARLES BELL HARTWELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1BROADWAY PLACE RIDGE 3001 BROADWAYAddressLine1Txt
Address Line2STREET NE STE 640AddressLine2Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9525121165RecipientPhoneNum
Form And Info And MaterialsPAST AND PRESENT INFORMATION ABOUT THE APPLICANT, BUDGET, PROJECTIONS, USE OF FUNDS, OTHER FUND RAISING EFFORTS, TAX EXEMPTION LETTER, ETC.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1440 MULTIVERSITY
800 BETHANY DRIVESCOTTS VALLEYCA95066PUBLIC CHARITYEDUCATION$5,000
BLACK GIRLS SMILE
1660 KENMORE STREET SWATLANTAGA30311PUBLIC CHARITYEDUCATION$200
BROWN UNIVERSITY
110 ELM STREETPROVIDENCERI02912PUBLIC CHARITYEDUCATION$20,000
CALLISTO
1616 CASTRO STSAN FRANCISCOCA94114PUBLIC CHARITYTO ASSIST IN THE DEVELOPMENT OF TECHNOLOGY TO COMBAT SEXUAL HARASSMENT.$25,880
CEL EDUCATION FUND
1330 BROADWAY 3RD FLOOROAKLANDCA946122503PUBLIC CHARITYPOWERFUL COMMUNITIES PROGRAM AND FISCAL SPONSORSHIP, INNOVATION, COLLABORATION$50,000
CHRISTIAN CENTER OF PARK CITY
1283 DEER VALLEY DRIVEPARK CITYUT84060PUBLIC CHARITYHUMANITARIAN COMMUNITY RESOURCE CENTER$10,000
COMMUNITY JUSTIE EXCHANGE - TIDES CENTER
PO BOX 399385SAN FRANCISCOCA94139PUBLIC CHARITYORGANIZING TO END ALL FORMS OF INCARCERATION, CRIMINALIZATION AND SURVEILLANCE.$10,100
FEEDING AMERICA
PO BOX 96749WASHINGTONDC20090PUBLIC CHARITYADDRESSING HUNGER IN AMERICA$200
GIRLS WHO CODE
28 W 23RD ST FL4NEW YORKNY10010PUBLIC CHARITYCLOSE THE GENDER GAP IN TECHNOLOGY$500
HOW I DECIDE
401 CITY AVENUE - SUITE 915BALA CYNWYDPA19004PUBLIC CHARITYEQUIP YOUTH WITH SKILLS TO MAKE BETTER DECISIONS$4,000
IGNITE
510 16TH STREETOAKLANDCA94612PUBLIC CHARITYTO BUILD A MOVEMENT OF YOUNG WOMEN WHO ARE READY AND EAGER TO BECOME THE NEXT GENERATION OF POLITICAL LEADERS.$15,000
INTERNATIONAL RESCUE COMMITTEE
263 WEST 38TH ST 6TH FLOORNEW YORKNY10018PUBLIC CHARITYRESPONDS TO THE WORLD'S MOST HUMANITARIAN CRISES AND HELPS PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER TO SURVIV, RECOVER AND GAIN CONTROL OF THEIR FUTURE.$550
LIVE LIKE SAM
1034 STATION LOOP ROADPARK CITYUT84098PUBLIC CHARITYLIVE LIKE SAM SUPPORTS YOUTH FROM DIVERSE BACKGROUNDS TO DEVELOP A HEALTHY SENSE OF SELF-IDENTITY, CHARACTER, PURPOSE AND CONNECTION TO COMMUNITY BY FOSTERING POSITIVE WELL-BEING THROUGH EDUCATIONAL PROGRAMMING AND MENTAL FITNESS INITIATIVES.$265
MAYS CANCER CENTER
7703 FLOYD CURL DRIVESAN ANTONIOTX78229THE MISSION OF THE MAYS CANCER CENTER IS TO REDUCE THE BURDEN OF CANCER IN SAN ANTONIO, SOUTH TEXAS, AND BEYOND, THROUGH THE HIGHEST-QUALITY CANCER RESEARCH, PREVENTION, AND TREATMENT, AS WELL AS THROUGH THE EDUCATION OF THE NEXT GENERATION OF SCIENTISTS AND CLINICIANS FOCUSED ON THE PREVENTION AND TREATMENT OF CANCER IN SOUTH TEXAS.$1,000
MOVEMENT FOR BLACK LIVES
225 E 26TH STREET STE 1TUCSONAZ85713COALITION OF BLACK MOVEMENT ORGANIZATIONS.$10,100
NORTHSIDE FUNDERS
800 IDS CENTER 80 S 8TH STMINNEAPOLISMN55402PUBLIC CHARITYOUR WORK IS ABOUT BROADENING THE DEFINITION AND CONTEXT OF MEANINGFUL, PLACE-BASED PHILANTHROPY. WE STRETCH BEYOND OUR TRADITIONAL WAYS OF WORKING THROUGH A FOUR-PRONGED APPROACH: LEARNING, LEVERAGING, INFLUENCING AND INVESTING. WE EMBRACE INDIVIDUAL FUNDER'S APPROACHES AND CONSIDER COLLABORATIVE STRATEGIES WHEREVER POSSIBLE FOR GREATER IMPACT, ALIGNING OUR GOALS WITH THOSE OF THE COMMUNITY PARTNERS WHO WORK FOR COMPREHENSIVE CHANGE IN NORTH MINNEAPOLIS.$5,000
PETA
501 FRONT STNORFOLKVA23510PUBLIC CHARITYANIMALS ARE NOT OURS TO EXPERIMENT ON, EAT, WEAR, USE FOR ENTERTAINMENT, OR ABUSE IN ANY WAY.$100
PLANNED PARENTHOOD
671 VANDALIA STREETST PAULMN55114PUBLIC CHARITYAFFIRM HUMAN RIGHT TO REPRODUCTIVE HEALTH AND FREEDOM$250
SEARCH INSTITUTE
3001 BROADWAY ST NE SUITE 310MINNEAPOLISMN55413PUBLIC CHARITYSEARCH INSTITUTE CREATES TOOLS AND RESOURCES THAT HELP SCHOOLS, YOUTH PROGRAMS, AND FAMILIES FORM ANDSTRENGTHEN DEVELOPMENTAL RELATIONSHIPS WITH AND AMONG YOUNG PEOPLE.$10,000
SUNDANCE INSTITUTE
5900 WILSHIRE BLVD SUITE 800LOS ANGELESCA90036PUBLIC CHARITYSUNDANCE INSTITUTE IS A NONPROFIT ORGANIZATION DEDICATED TO THE DISCOVERY AND DEVELOPMENT OF INDEPENDENT ARTISTS AND AUDIENCES. THROUGH ITS PROGRAMS, THE INSTITUTE SEEKS TO DISCOVER, SUPPORT, AND INSPIRE INDEPENDENT FILM, MEDIA, AND THEATRE ARTISTS FROM THE UNITED STATES AND AROUND THE WORLD, AND TO INTRODUCE AUDIENCES TO THEIR NEW WORK.$15,110
WILDCAT SANCTUARY
PO BOX 314SANDSTONEMN55072PUBLIC CHARITYNATURAL SANCTUARY TO WILD CATS$10,000
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20037AS THE WORLD'S LEADING CONSERVATION ORGANIZATION, WWF WORKS IN NEARLY 100 COUNTRIES. AT EVERY LEVEL, WE COLLABORATE WITH PEOPLE AROUND THE WORLD TO DEVELOP AND DELIVER INNOVATIVE SOLUTIONS THAT PROTECT COMMUNITIES, WILDLIFE, AND THE PLACES IN WHICH THEY LIVE.$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$193,455TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,812ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$70,190ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,151ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,102ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$112,255ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$112,255TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST
13001 BROADWAY STREET NE SUITE 640MINNEAPOLISMN55413$173,876Yes (X)
CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST 2
23001 BROADWAY STREET NE SUITE 640MINNEAPOLISMN55413$16,230Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$19,713$19,713$0
$0$0$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (31 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FMI INTERNATIONAL FUNDAT COST$98,953$100,282
ISHARES RUSSELL 1000 ETFAT COST$481,064$763,048
ISHARES RUSSELL 2000 INDEX FUNDAT COST$115,572$278,405
VANGUARD FTSE DEVELOPED MARKETS ETFAT COST$420,270$539,091
VANUARD FTSE EMERGING MARKETS ETFAT COST$301,138$385,596
VANGUARD GLOBAL EX-US REAL ESTATE ETFAT COST$30,025$28,839
VANGUARD REAL ESTATE ETFAT COST$29,825$28,791
PIMCO LOW DURATIONAT COST$747,063$748,509
ISHARES CORE US AGGREGATE BOND ETFAT COST$757,271$812,438
BLACKROCK APPRECIATION STRATEGY FUNDAT COST$115,000$127,739
ENDOVOAT COST$50,000$50,000
EUROPEAN SECONDARY OPPORTUNITESAT COST$54,992$26,580
FEG ABSOLUTE ACCESS FUNDAT COST$318,000$279,309
FUNDAMENTAL PARTNERS MUNICIPAL TRUSTAT COST$51,500$7,036
HARRISON STREET REAL ESTATE PARTNERSAT COST$77,873$408
INTERNATIONAL FARMLAND TRUSTAT COST$50,000$37,122
IRON POINTAT COST$13,894$12,042
J.P. MORGAN REITAT COST$8$8
J P MORGAN REAL ESTATEAT COST$109,503$153,995
MAPAT COST$34,765$42,764
PINEBRIDGE STRUCTURED CAPITALAT COST$124,292$23,268
PRIVATE OPP FD V SERIES BAT COST$8,370$8,370
PRIVATE OPP FD V SERIES CAT COST$3,720$3,720
PRIVATE OPP FD V SERIES DAT COST$6,510$6,510
PRIVATE OPP FD IVAT COST$72,000$84,836
RIDGEWOODAT COST$12,181$9,747
SIGHTLINE HEALTHCARE OPPORTUNITYAT COST$65,000$25,479
SPECIAL CREDIT OPPORTUNITYAT COST$122,520$41,805
WAYZATA OPPORTUNITY FUND II, LLCAT COST$97,125$1,434
WESTLY CAPITAL IIAT COST$76,169$65,498
WESTLY CAPITALAT COST$70,000$6,053

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$99$99$0
POCKET$1,667$1,667$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
POCKET LLC$12,698$0$12,698
PARTNERSHIP INCOME$5,453$5,453$5,453

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES - FILING FEE$25$0$25
BURR OAK GROUP INC.$1,361$1,361$0
POCKET LLC$222$222$0

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