FURP.ORG / PUBLIC DATA EXPLORER

BCBSM FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BCBSM FOUNDATION INC (EIN 36-3525653)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-09
IRS object ID
202133139349101838
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)
Return2021-11-09T08:07:27-00:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Aware Integrated IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 64560AddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55164ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363525653EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BCBSM Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBCBSBusinessNameControlTxt
Phone8668121593PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 64560AddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55164ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAYLA NOUREEPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone6516629668PhoneNum
Signature2021-10-28SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAware Integrated IncPreparerPersonNm
PTINP01472847PTIN
Phone6516629668PhoneNum
Preparation2021-10-28PreparationDt

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$77,434,821FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,915InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,915InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,574,692DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,574,692DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$402,206NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,005,611GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$402,206CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$64,367OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$64,367OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$12,047,180TotalRevAndExpnssAmt
Total Net Invst Incm$2,047,180TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$293,075CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$293,075CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$433,171OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$433,171OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$162,839PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$162,839PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$448,661OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$448,661OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$70,600TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$3,542TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$3,542TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$484,281OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$485,797OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl-$2,046OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,896,169TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$485,797TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,339,242TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,119,428ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,170,641ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,015,597TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$485,797TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,509,883TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,031,583ExcessRevenueOverExpensesAmt
Net Investment Income$1,561,383NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$419,145CashBOYAmt
Cash EOY$865,397CashEOYAmt
Cash EOYFMV$865,397CashEOYFMVAmt
Acct Rcvbl BOY$4,680,684AcctRcvblBOYAmt
Corporate Stock BOY$64,230,728CorporateStockBOYAmt
Corporate Stock EOY$69,258,223CorporateStockEOYAmt
Corporate Stock EOYFMV$69,258,223CorporateStockEOYFMVAmt
Corporate Bonds EOY$4,211,377CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,211,377CorporateBondsEOYFMVAmt
Other Investments EOY$2,937,441OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,937,441OtherInvestmentsEOYFMVAmt
Other Assets BOY$103,901OtherAssetsBOYAmt
Other Assets EOY$162,383OtherAssetsEOYAmt
Other Assets EOYFMV$162,383OtherAssetsEOYFMVAmt
Total Assets BOY$69,434,458TotalAssetsBOYAmt
Total Assets EOY$77,434,821TotalAssetsEOYAmt
Total Assets EOYFMV$77,434,821TotalAssetsEOYFMVAmt
Accounts Payable BOY$236,756AccountsPayableBOYAmt
Accounts Payable EOY$787,570AccountsPayableEOYAmt
Grants Payable BOY$1,232,964GrantsPayableBOYAmt
Grants Payable EOY$1,132,501GrantsPayableEOYAmt
Total Liabilities BOY$1,469,720TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,920,071TotalLiabilitiesEOYAmt
Retained Earning BOY$67,964,738RetainedEarningBOYAmt
Retained Earning EOY$75,514,750RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$67,964,738TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$75,514,750TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$69,434,458TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$77,434,821TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$67,964,738TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,031,583ExcessRevenueOverExpensesAmt
Subtotal$71,996,321SubtotalAmt
Other Decreases-$3,518,429OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$75,514,750TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Tradeed Securities$27,532,748$27,603,405-$70,657-$70,657
Capital Gain Distribution$472,863$472,863$472,863
FieldValueIRS element (for citing)
Capital Gain Net Income$402,206CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,703InvestmentIncomeExciseTaxAmt
Subtotal$21,703SubtotalAmt
Tax Based On Investment Income$21,703TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,671EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$28,671TotalPaymentsAndCreditsAmt
Original Return Tax Paid$28,671OriginalReturnTaxPaidAmt
Overpayment$6,968OverpaymentAmt
Applied To ES Tax$6,968AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.bluecrossmn.com/foundationWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Corporate OfficesBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6516629668PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13535 Blue Cross RoadAddressLine1Txt
CityEaganCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551221154ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
MARK STEFFEN MD
3535 BLUE CROSS ROADST PAULMN55122BOARD CHAIR000.00$0
RACHEL HARDEMAN
3535 BLUE CROSS ROADST PAULMN55122DIRECTOR000.00$500
BUKATA HAYES
3535 BLUE CROSS ROADST PAULMN55122VICE CHAIR000.00$2,000
MARIA REGAN GONZALEZ
3535 BLUE CROSS ROADST PAULMN55122DIRECTOR000.00$0
LAYLA NOURAEE
3535 BLUE CROSS ROADST PAULMN55122SECRETARY000.00$0
LAURA TONGUE
3535 BLUE CROSS ROADST PAULMN55122ASST SECRETARY000.00$0
JOHN ORNER
3535 BLUE CROSS ROADST PAULMN55122TREASURER000.00$0
NASH SHAIKH
3535 BLUE CROSS ROADST PAULMN55122DIRECTOR000.00$0
NANCY VYSKOCIL
3535 BLUE CROSS ROADST PAULMN55122DIRECTOR000.00$2,000
PAMELA MORET
3535 BLUE CROSS ROADST PAULMN55122DIRECTOR000.00$2,000
CAROLYN LINK
3535 BLUE CROSS ROADST PAULMN55122PRESIDENT040.00$286,575$57,859

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmt
CLAIRE CHANG
3535 BLUE CROSS ROADST PAULMN55122SENIOR PROGRAM OFFIC040.00$167,621$57,712
ALLISON CORRADO
3535 BLUE CROSS ROADST PAULMN55122SENIOR PROGRAM OFFIC040.00$126,580$46,691
JANET JABLONSKE
3535 BLUE CROSS ROADST PAULMN55122OPERATIONS MANAGER040.00$109,445$37,360
BILAL ALKATOUT
3535 BLUE CROSS ROADST PAULMN55122SENIOR PROGRAM OFFIC040.00$115,959$27,642
GILBERT ACHAY
3535 BLUE CROSS ROADST PAULMN55122SENIOR PROGRAM OFFIC040.00$137,793$30,831

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Amherst H Wilder Foundation
451 Lexingtion Pkwy NSt PaulMN55104Consulting Service$69,700
Arcadia Research and Evaluation LLC
364 Warwick StSt PaulMN55105Consulting Service$277,366

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Funds were used for evaluation of a protfolio of grantees working on health equity projects funded by the Foundation. Grantee work in this focus area is amined at advancing community strategies that improve opportunities for people to reach their full health potentialDescription1Txt
Expenses1$69,700Expenses1Amt
Description2Funds supported evaluation for the Foundation's quality early education and care program that helps licensed faimly childcare providers improve the qual,ity of care provided to Minnesota children, giving them the best chance for a healthy future.Description2Txt
Expenses2$109,786Expenses2Amt
Description3The Foundation contracted for strategic advising around its charitable investments in early childhood education and development including planning and facilitating the Learn Together MN meetings and consultation and support on program planning.Description3Txt
Expenses3$14,875Expenses3Amt
Description4The Foundation engaged wiht a communications consultant to develop a plan for communicating the findings of grant funded research on Minnesotan's lacking health insurance to key audiences. Funds used for evaluation of a portfolio of grantee efforts to conduct outreach and enrollment of people into Medicaid and Minnesota Care.Description4Txt
Expenses4$72,077Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Description2NoneDescription2Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$64,554,494AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$853,637AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$65,408,131TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$65,408,131AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$981,122CashDeemedCharitableAmt
Net Vl Noncharitable Assets$64,427,009NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,221,350MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,221,350MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,703TaxBasedOnInvestmentIncomeAmt
Total Tax$21,703TotalTaxAmt
Distributable Before Adj$3,199,647DistributableBeforeAdjAmt
Distributable Before Ded$3,199,647DistributableBeforeDedAmt
Distributable As Adjusted$3,199,647DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,509,883ExpensesAndContributionsAmt
Qualifying Distributions$7,509,883QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,509,883AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,199,647DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,472,723ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,948,179ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,756,980ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,335,370ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,524,418ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,037,670TotalExcessDistributionCyovAmt
Qualifying Distributions$7,509,883QualifyingDistributionsAmt
Applied To Current Year$3,199,647AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,310,236RemainingDistriFromCorpusAmt
Total Corpus$14,347,906TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,472,723ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,875,183ExcessDistriCyovToNextYrAmt
Excess From Year4$1,948,179ExcessFromYear4Amt
Excess From Year3$1,756,980ExcessFromYear3Amt
Excess From Year2$1,335,370ExcessFromYear2Amt
Excess From Year1$2,524,418ExcessFromYear1Amt
Excess From Current Year$4,310,236ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNoneContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCarolyn LinkRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 64560AddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55164ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8668121593RecipientPhoneNum
Recipient Email Addressfoundationbluecrossmnfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsPlease visit our website at www.bluecrossmn.com/foundation for instructions on how to apply.FormAndInfoAndMaterialsTxt
Submission DeadlinesInquiries are accepted throughout the year and applicants are given a proposal due date at the timeSubmissionDeadlinesTxt
Restrictions On AwardsWe typically do not provide funding for programs outside Minnesota.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Advocates For Human Rights
330 Second Avenue South Suite 800MinneapolisMN55401PCPro Bono Engagement for Immigrant Defense Project$87,500
African American Babies Coalition (AABC)
920 Selby AveSt PaulMN55104PCCOVID-19 Relief for Expecting Mothers$20,000
African Community Senior Services
3040 4th Ave South 5CMinneapolisMN55408PCoutreach application and enrollment assistance to low-income families and individuals$25,000
African Community Services in Minnesota
1305 East 24th StreetMinneapolisMN55404PCAfrican Community Services COVID-19 Response$25,000
African Community Services in Minnesota
1305 East 24th StreetMinneapolisMN55404PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$50,000
Alliance for Metropolitan Stability
2525 E Franklin Avenue Ste 200MinneapolisMN55406PCCapacity Builder$50,000
Alliance of Early Childhood Professionals
1308 East Franklin Avenue Suite 126MinneapolisMN55404PCWicoie Nandagikendan$50,000
American Indian Cancer Foundation
3001 BROADWAY ST NE STE 185MINNEAPOLISMN554132657PCHonoring Indigenous Cancer Survivors in MN - Providing Support to Indigenous Cancer Survivors AI/AN Cancer COVID-19$20,000
Amherst H Wilder Foundation
451 LEXINGTON PARKWAY NORTHST PAULMN551044636PCMinnesota Compass$20,000
Appetite for Change
1200 West Broadway Avenue 180MinneapolisMN55411PCAppetite for Change - COVID Response Funding Request$16,940
Appetite for Change
1200 West Broadway Avenue 180MinneapolisMN55411PCCommunity Cooks Meal Box Program$15,000
CARE Clinic
906 College AveRed WingMN55066PCCoordinated MNsure Enrollment Program to Decrease Barriers to Successful Health Insurance Enrollment$20,000
Casa de Esperanza
PO Box 40115Saint PaulMN55104PCEmergency Response$25,000
Casa de Esperanza
PO Box 40115Saint PaulMN55104PCBuilding Healthy Latin Families and Communities$100,000
Casa de Esperanza
PO Box 40115Saint PaulMN55104PCEnsuring Bright Futures for Latin Youth$10,000
Centro de Trabajadores Unidos en Lucha
3715 Chicago Ave SMinneapolisMN55407PCWorker-Led Reform of the Twin Cities Construction Industry$100,000
Centro Tyrone Guzman
1915 Chicago AvenueMinneapolisMN55404PCCentro Community Support$25,000
Centro Tyrone Guzman
1915 Chicago AvenueMinneapolisMN55404PCWise Elders Microenterprise$40,968
Centro Tyrone Guzman
1915 Chicago AvenueMinneapolisMN55404PCCommunity Support Services$10,000
Children's Defense Fund-Minnesota
555 Park Street Suite 410St PaulMN55103PCBuilding Power and Raising Voices for MN Families$100,000
Close Gaps by 5
3948 Market St PO Box 24885MINNEAPOLISMN55424PCClose Gaps by 5 General Operating Support$20,000
COALITION OF ASIAN AMERICAN LEADERS
941 Lafond Ave Ste 205St PaulMN55104PCAnti-Asian Racism During COVID-19$100,000
COALITION OF ASIAN AMERICAN LEADERS
941 Lafond Ave Ste 205St PaulMN55104PCPaths Forward on Safe Communities$100,000
Comunidades Latinas Unidas En Servicio
797 East 7th StreetSt PaulMN55106PCCLUES Emergency Response for Latino Families$25,000
Comunidades Latinas Unidas En Servicio
797 East 7th StreetSt PaulMN55106PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$50,000
Comunidades Latinas Unidas En Servicio
797 East 7th StreetSt PaulMN55106PCCLUES Covid Relief Reinforcement Food Security$10,000
Council on American-Islamic Relations Minnesota
2511 East Franklin Ave Suite 100MinneapolisMN55406PCCAIR-MN 2020 Funding Support for COVID-19$15,000
Fond du Lac Tribal College
1720 Big Lake RoadCloquetMN55720PCHealthy Start Strengthening Ojibwe Identity Ages 0-3 Years$99,803
Friendship House
310 NW 1st AveFaribaultMN55021PCCovid-19 Food Security for SPMI in Rice County$6,250
FrontStream
11480 Commerce Park Dr Ste 300RestonVA201911575Expenditure Responsi2018 Community Giving Campaign$62,648
FrontStream
11480 Commerce Park Dr Ste 300RestonVA201911575Expenditure Responsi2019 Community Giving Campaign$307,531
Generations Health Care Initiatives
130 W Superior St Ste 700DuluthMN55802PCInsure Duluth Coalition Partner, YMCA$50,000
Grantmakers In Health
1100 Connecticut Avenue NW Suite 12WashingtonDC20036PC2020 GIH funding partner renewal$6,000
Greater Minneapolis Community Connections
1100 East Lake StreetMinneapolisMN55407PCGMCC and Somali Minnesota Covid-19 Task Force Partnership Project$25,000
Greater Minneapolis Community Connections
1100 East Lake StreetMinneapolisMN55407PCMinnesota FoodShare 2020$100,000
Headwaters Foundation for Justice
2801 21st Ave S Ste 132BMinneapolisMN55407PCCommunities First Fund$100,000
Hispanic Outreach Program of Goodhue County
PO Box 146Red WingMN55066PCEmergency Fund$6,750
Hispanic Outreach Program of Goodhue County
PO Box 146Red WingMN55066PCMeet.Learn.Share$62,500
Hmong American Partnership
1075 Arcade StSt PaulMN55106PCHAP411$25,000
Hmong American Partnership
1075 Arcade StSt PaulMN55106PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$50,000
Hope Community Inc
611 East Franklin AvenueMinneapolisMN55082PCCommunity Food Security in Phillips$5,000
Hope Community Inc
611 East Franklin AvenueMinneapolisMN55082PCEngaging Community and Building Assets for Healing, Safety, and Sanctuary$100,000
Immigrant Development Center
810 4th Ave S Ste 204MoorheadMN56560PCCOVID-19 Responsive Grants 2020$18,000
Immigrant Development Center
810 4th Ave S Ste 204MoorheadMN56560PCCOVID-19 Responsive Grants 2020$15,000
Immigrant Law Center of Minnesota
450 North Syndicate Street Suite 20St PaulMN55104PCILCM General Operating Support$100,000
Isuroon Project
1600 East Lake Street Suite 1MinneapolisMN55407PCSomali Community Food Assistance$24,000
JEWISH COMMUNITY ACTION
2375 UNIVERSITY AVENUE WESTST PAULMN551148755PCBuilding a Shared Analysis to Combat Antisemitism and Strengthen Movements for Justice$90,000
Justus Health
2577 Territorial RoadSaint PaulMN55114PCCOVID-19 Response for HIV-Positive Minnesotans$25,000
Justus Health
2577 Territorial RoadSaint PaulMN55114PCExpanding Insurance Coverage for LGBTQ and HIV-positive Minnesotans$50,000
Justus Health
2577 Territorial RoadSaint PaulMN55114PCBenefits Housing for Former Encampment Residents$30,000
Karen Organization of Minnesota
2353 Rice St Suite 240RosevilleMN55113PCCOVID-19 Response for Refugees from Burma$25,000
La RED Latina de Educacion Temprana
6500 Nicollet AveRichfieldMN55423PCCOVID-19 Response for Latinx Families and FFN Child Care Providers$25,000
La RED Latina de Educacion Temprana
6500 Nicollet AveRichfieldMN55423PCLa Red Latina de Educacion Temprana$100,000
La RED Latina de Educacion Temprana
6500 Nicollet AveRichfieldMN55423PCCOVID-19 Response for Latinx Families and FFN Child Care Providers$10,000
Lakes & Prairies Community Action Partnership Inc
715 11th Street N Suite 402MoorheadMN56560PCNew American Child Care Project$100,000
Leech Lake Band of Ojibwe
190 Sailstar Drive NWCass LakeMN56633GOVLLBO COVID-19 Response$25,000
Liberty Community Church PCUSA
3700 Broadway Avenue NorthMinneapolisMN55412PCImmediate Needs - North Minneapolis$20,000
Liberty Community Church PCUSA
3700 Broadway Avenue NorthMinneapolisMN55412PCCapacity-building for Thriving, Healthy, and Connected Communities through Youth Participatory Action Research YPAR$100,000
Liberty Community Church PCUSA
3700 Broadway Avenue NorthMinneapolisMN55412PCLibertys COVID-19 Recovery Project$25,000
Lower Sioux Indian Community
39527 Reservation Hwy 1 PO Box 308MortonMN56270GOVLower Sioux Emergency Food Shelf$24,990
Mid-Minnesota Legal Assistance
111 N Fifth Street Suite 100MinneapolisMN55403PCHealthcare Outreach and Enrollment Project$100,000
Mid-Minnesota Legal Assistance
111 N Fifth Street Suite 100MinneapolisMN55403PCNavigator Coalition$100,000
Minneapolis American Indian Center
1530 East Franklin AvenueMinneapolisMN55404PCEmergency Food Relief$15,000
Minnesota Council on Foundations
800 Washington Ave N Suite 703MinneapolisMN554011167PC2020 Membership Contribution$10,150
Minnesota Public Radio
480 Cedar StreetSt PaulMN551012274PCMinnesotas Diverse Communities Phase 1 Listening Sessions$20,000
Native American Community Clinic
1213 E Franklin AveMinneapolisMN55404PCNACC response to COVID-19$20,000
Native American Community Clinic
1213 E Franklin AveMinneapolisMN55404PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$30,000
Native American Community Clinic
1213 E Franklin AveMinneapolisMN55404PCNACC COVID Emergency Response$25,000
Navigate
1515 East Lake Street Suite 202MinneapolisMN55407PCResilience and Rapid Response$25,000
Navigate
1515 East Lake Street Suite 202MinneapolisMN55407PCFrom resilience to power a safe community is an organized one$100,000
Navigate
1515 East Lake Street Suite 202MinneapolisMN55407PCMinnesota Immigrant Families Fund$10,000
NEXUS COMMUNITY PARTNERS
2314 UNIVERSITY AVE W STE 18SAINT PAULMN55113PCCommunity Engagement Capacity Building$100,000
NORTHFIELD HEALTHY COMMUNITY INITIATIVE
1651 JEFFERSON PARKWAY HS 128NORTHFIELDMN550572760PCFood for Families$18,000
NORTHFIELD HEALTHY COMMUNITY INITIATIVE
1651 JEFFERSON PARKWAY HS 128NORTHFIELDMN550572760PCIncreasing Early Childhood Access in Rice County during COVID-19$60,000
Northland Foundation
202 West Superior Street Suite 610DuluthMN55802PCNortheastern Minnesota Emergency Child Care Grant Program$25,000
Northland Foundation
202 West Superior Street Suite 610DuluthMN55802PCPathways to Quality Early Care and Education Expansion initiative$100,000
NorthPoint Health & Wellness Inc
1256 Penn Ave N MinneapolisMINNEAPOLISMN554113047PCEmergency Food Relief$15,000
NorthPoint Health & Wellness Inc
1256 Penn Ave N MinneapolisMINNEAPOLISMN554113047PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$75,000
NorthPoint Health & Wellness Inc
1256 Penn Ave N MinneapolisMINNEAPOLISMN554113047PCMeeting Basic Needs in North Minneapolis$25,000
Northside Achievement Zone
2123 West Broadway Ave Suite 100MinneapolisMN55411PCHealthy Start -NAZ general operating funding$100,000
Northwest Indian Community Development Center
1819 Bemidji Ave NBemidjiMN56601PCNWICDC COVID Community Response and Support$25,000
Northwest Minnesota Foundation
201 3rd St NWBemidjiMN56601PCNorthwest Minnesota COVID-19 Disaster Response$25,000
Northwest Minnesota Foundation
201 3rd St NWBemidjiMN56601PCStep Up 2.0$100,000
Open Door Health Center
309 Holly LaneMankatoMN56001PCOutreach Application and Enrollment Assistance for Low-Income Families and Individuals$75,000
OutFront Minnesota Community Services
310 East 38th Street Suite 209MinneapolisMN554091337PCCOVID Emergency Fund for LGBTQ Vulnerable Communities$25,000
OutFront Minnesota Community Services
310 East 38th Street Suite 209MinneapolisMN554091337PCAnti-Violence Program$50,000
Portico Healthnet
2610 University Avenue West Suite 5St PaulMN551142007PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$100,000
Project FINE
202 W 3rd StWinonaMN55987PCProject FINE COVID-19 Response$25,000
Project FINE
202 W 3rd StWinonaMN55987PCHealthy Connections Advancing Equity and Addressing Social Determinants of Health$100,000
Regents of the University of Minnesota
Sponsored Projects Administration 2MinneapolisMN55455PCDESCRIBING MINNESOTAS UNINSURED AND THE COMMUNITIES IN WHICH THEY LIVE PHASE 3 - DATA REFRESH AND TARGETING NEW STAKEHOLDERS$107,146
Region Nine Area Inc
3 Civic Center Plaza Suite 310MankatoMN56001PCCOVID-19 Responsive Grants 2020 - Supporting RELC Welcoming Communities Project Area Food Shelves$20,000
Region Nine Area Inc
3 Civic Center Plaza Suite 310MankatoMN56001PCWelcoming Communities Project$100,000
Reviving the Islamic Sisterhood for Empowerment
1007 West Broadway AveMinneapolisMN55411PCChallenging Xenophobic hate$15,000
Reviving the Islamic Sisterhood for Empowerment
1007 West Broadway AveMinneapolisMN55411PCHealthy, Safe, and Connected Communities for Muslim Women$75,000
Saint Paul 3K
15 West Kellogg Blvd Suite 310BSaint PaulMN55102PCSaint Paul 3K$100,000
SEWA-AIFW
3702 E Lake StMinneapolisMN55406PCSEWA emerging covid needs$25,000
SEWA-AIFW
3702 E Lake StMinneapolisMN55406PCClosing the Gap to Toward Healthy Connections$75,000
SEWA-AIFW
3702 E Lake StMinneapolisMN55406PCResponding to Emerging Needs during Covid-19$25,000
SOMALI COMMUNITY RESETTLEMENT SERVICES
201 S Lyndale AveFaribaultMN55021PCFFN Provider Training$70,000
Southern Minnesota Regional Legal Services Inc
Administrative Office 55 E 5th StreSt PaulMN55101PCLawyers Advancing Wellness at Open Door$78,165
Southwest Initiative Foundation
15 3RD AVE NWHutchinsonMN553501643PCCommunity Solutions for SW MN Child Care$100,000
ST PAUL YOUTH SERVICES INC
2100 WILSON AVESAINT PAULMN551194146PCProviding Academic and Social Emotional Student Support During COVID-19$20,000
ST PAUL YOUTH SERVICES INC
2100 WILSON AVESAINT PAULMN551194146PCHow Black Youth Advance Health Equity and Build Youth Power at St. Paul Youth Services$100,000
St Stephen's Human Services Inc
2309 Nicollet Avenue SouthMinneapolisMN55404PCExpanding Shelter and Street Outreach to Help Everyone Stay Home$15,000
Steele County Transitional Housing
560 Dunnell Drive 212OwatonnaMN55060PCEviction Prevention$15,000
The Aliveness Project
3808 Nicollet AvenueMinneapolisMN55409PCMeals and Food Shelf for Minnesotans Living With HIV$15,000
The Saint Paul Foundation
101 Fifth Street East Suite 2400Saint PaulMN55101PCMCF Minnesota Disaster Recovery Fund$100,000
Think Small
10 Yorkton CtSaint PaulMN551171065PCThink Small COVID-19-Emergency Fund for Child Care$20,000
Think Small
10 Yorkton CtSaint PaulMN551171065PCThink Small Blue Cross Blue Shield Foundation Healthy Start Grant Application$100,000
United Community Action Partnership
200 4th Street SW PO Box 1359WillmarMN56201PCUCAP COVID-19 Emergency Response Support$20,000
United Community Action Partnership
200 4th Street SW PO Box 1359WillmarMN56201PCPartners in Care - Mentoring and Beyond$100,000
Voices for Racial Justice
2525 E Franklin Avenue Ste 301MinneapolisMN55406PCVoices for Racial Justice COVID-19 Response$25,000
Voices for Racial Justice
2525 E Franklin Avenue Ste 301MinneapolisMN55406PCCapacity Builder$100,000
Way to Grow
201 Irving Ave N Suite 100MinneapolisMN55405PCWay to Grow Healthy Start$70,000
WEST BANK CDC INC
1808 RIVERSIDE AVE STE 201MINNEAPOLISMN554541121PCIleys Dariis / Neighborhood Light$33,300
West Central Initiative
PO Box 318Fergus FallsMN565380318PCHelping our Child Care Professionals after the Pandemic$50,000
WEST SIDE CITIZENS ORGANIZATION
209 Page Street West Suite 260Saint PaulMN55107PCSupporting Immigrant Renters and Small Businesses$25,000
WILDFLOWER FOUNDATION
1330 LAGOON AVE 4TH FLOORMINNEAPOLISMN554082885PCWildflower Schools Cohort Expansion and COVID-19 Relief$70,000
YWCA of Minneapolis
1130 Nicollet MallMinneapolisMN55403PCYWCA Holistic Programming to Create Access to High-Quality Early Childhood Education for Marginalized Communities W$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,170,641TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
United eWayFrontstream
11480 Commerce Park Dr Stie 300RestonVA201911575PC2020 Community Giving Campaign$494,716
African Community Services in Minnesota
1305 East 24th StreetMinneapolisMN55404PCOutreach Application and Enrollment$15,000
Centro di Trabajadores Unidos en Lucha
3715 Chicago Avenue SouthMinneapolisMN55407PCCovid Adaptation and Response$25,000
Leech Lake Band of Ojibwe
190 Sailstar Drive NWCass LakeMN56633GOVCovid 19 Emergency Food$25,000
West Bank Community Development Center
1808 Riverside Ave Ste 201MinneapolisMN55454PCElectronic Commections$10,000
Lower Sioux Indian Community
39527 Reservation Hwy 1MortonMN56270GOVCovid 19 Response$25,000
United Community Action Partnership
200 4th Street SW PO Box 1359WillmarMN56201PCPartners In Care$75,000
Northwest Indian CDC
1819 Bemidji Ave NBemidjiMN56601PCOutreach Application and Enrollment Assistance for low income$100,000
Immigrant Law Center
450 North Syndicate Street Ste 200St PaulMN55104PCGeneral Operating Support$100,000
FrontStream
11480 Commerce Park Dr Ste 300RestonVA201911575Expenditure Responsi2019 Community Giving Campaign$62,785
Mid-Minnesota Legal Assistance
111 N Fifth Street Suite 100MinneapolisMN55403PCHealthcare Outreach and Enrollment Project$100,000
Portico Healthnet
2610 University Avenue West Suite 5St PaulMN551142007PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,132,501TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,915ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,574,692ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,367ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$402,206ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,047,180ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,047,180TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/aLineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcYes (true)PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (true)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
BCBSM Inc
1b(6)$828,379BCBSM, Inc. employees performed personal services for reporting organisation
BCBSM Inc
1c$1Sharing of Facilties
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonAvailable Upon RequestContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 64560AddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55164ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNoneDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$4,211,377EOYBookValueAmt
EOYFMV$4,211,377EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$69,258,223EOYBookValueAmt
EOYFMV$69,258,223EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemAsset-backed securitiesCategoryOrItemTxt
Book Value$2,937,441BookValueAmt
EOYFMV$2,937,441EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSee statement 1 attachedDesc
BOY Book Value$103,901BOYBookValueAmt
EOY Book Value$162,383EOYBookValueAmt
EOYFMV$162,383EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUnrealized depreciation on investmentsDesc
Amt-$3,518,429Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOtherDesc
Revenue And Expenses Per Books$484,281RevenueAndExpensesPerBooksAmt
Net Investment Income$485,797NetInvestmentIncomeAmt
Disbursements Charitable Prps-$2,046DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMiscellaneous investment incomeDesc
Revenue And Expenses Per Books$64,367RevenueAndExpensesPerBooksAmt
Net Investment Income$64,367NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryProfessional feesCategoryTxt
Amt$448,661Amt
Disbursements Charitable Prps$448,661DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome taxCategoryTxt
Amt$70,600Amt