BEAVERDALE FOUNDATION TR 040800: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEAVERDALE FOUNDATION TR 040800 (EIN 52-7073398)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-07
- IRS object ID
- 202532199349100213
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-07T13:16:07-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6116 EXECUTIVE BLVD STE 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 527073398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEAVERDALE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAV | BusinessNameControlTxt |
| Phone | 3125505831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 SOUTH MICHIGAN AVENUE 1703 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TEX HULL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3125505831 | PhoneNum |
| Signature | 2025-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BREE-ANN WEIDNER | PreparerPersonNm |
| PTIN | P01319397 | PTIN |
| Phone | 3015899000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,643,898 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $150,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,844 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $298,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,337,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $298,256 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $449,100 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $449,100 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,006 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,003 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,003 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,683 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,683 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,474 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $325,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $325,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $403,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $327,003 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $377,940 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $497,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $305,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $305,697 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $615,515 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,181,150 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,181,150 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,934,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,157,051 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,157,051 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,047,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,643,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,643,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,047,099 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,643,898 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,047,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,643,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,047,099 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,643,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,047,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,100 | ExcessRevenueOverExpensesAmt |
| Other Increases | $550,699 | OtherIncreasesAmt |
| Subtotal | $7,643,898 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,643,898 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,337,653 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,039,397 | CostOrOtherBasisAmt |
| Gain Or Loss | $298,256 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $298,256 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $298,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,253 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,253 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,267 | OverpaymentAmt |
| Applied To ES Tax | $1,267 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEX HULL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3125505831 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 SOUTH MICHIGAN AVENUE 1703 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| C HADLAI HULL | ||||||||
| 910 SOUTH MICHIGAN AVE APT 1703 | CHICAGO | IL | 60605 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN DALRYMPLE HULL | ||||||||
| 125 PLEASANT ST APT 701 | BROOKLINE | MA | 024467183 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS STODDARD HULL | ||||||||
| 459 S FERNDALE ROAD | WAYZATA | MN | 55391 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLIFTON GRINNELL HULL | ||||||||
| 681 IVY FALLS COURT | MENDOTA HEIGHTS | MN | 55118 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHRYN HULL MEEK | ||||||||
| 5256 WATSON ST NW | WASHINGTON | DC | 20016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHASE DALRYMPLE HULL | ||||||||
| 3622 LOWELL STREET | WAYZATA | MN | 55391 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREA STUART HALL | ||||||||
| 18510 HIGHLAND AVE | WAYZATA | MN | 553913249 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95021 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $67,524 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,141,232 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $375,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,517,168 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,517,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,404,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $370,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $370,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,253 | TotalTaxAmt |
| Distributable Before Adj | $364,968 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $364,968 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $364,968 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $327,003 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $327,003 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $364,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $319,578 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $327,003 | QualifyingDistributionsAmt |
| Applied To Year1 | $319,578 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $357,543 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NORTHEAST | WASHINGTON | DC | 20017 | N/A | PC | GENERAL OPERATIONS | $20,000 | |
| CHILDREN'S LAW CENTER | ||||||||
| 501 3RD STREET NW 8TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| ATTN DONOR SERVICES 40 RECTOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL OPERATIONS | $15,000 | STREET 16TH FL |
| GASPARILLA ISLAND CONSERVATION AND IMPROVEMENT ASSOCIATION (GICIA) | ||||||||
| 131 1ST ST W 8 | BOCA GRANDE | FL | 33921 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | GENERAL OPERATIONS | $20,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | N/A | PC | GENERAL OPERATIONS | $20,000 | |
| HUMANE RESCUE ALLIANCE | ||||||||
| 71 OGLETHORPE STREET NORTHWEST | WASHINGTON | DC | 20011 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| MINNESOTA ORCHESTRA | ||||||||
| 1111 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $15,000 | |
| MINNETONKA CENTER FOR THE ARTS | ||||||||
| 2240 NORTH SHORE DRIVE | WAYZATA | MN | 553919347 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| NATURE CONSERVANCY - MN ND & SD | ||||||||
| 1101 WEST RIVER PARKWAY SUITE 200 | MINNEAPOLIS | MN | 554151291 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| NORTHWOODS HUMANE SOCIETY | ||||||||
| PO BOX 82 | HAYWARD | WI | 54843 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| PLANNED PARENTHOOD N CENTRAL STATES | ||||||||
| 671 VANDALIA STREET SUITE 323 | ST PAUL | MN | 55114 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| PLANNED PARENTHOOD OF ILLINOIS | ||||||||
| PO BOX 772863 | DETROIT | MI | 482772863 | N/A | PC | CAPITAL CAMPAIGN | $10,000 | |
| PLANNED PARENTHOOD OF WASHINGTON DC - DEVELOPMENT | ||||||||
| 1225 4TH STREET NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| REBUILDING TOGETHER TWIN CITIES | ||||||||
| 1050 33RD AVE SE SUITE 200 | MINNEAPOLIS | MN | 55414 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| SECOND HARVEST HEARTLAND | ||||||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | N/A | PC | GENERAL OPERATIONS | $20,000 | |
| ST PAUL CHAMBER ORCHESTRA | ||||||||
| PO BOX 64718 | ST PAUL | MN | 551649696 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| THE CONSERVATION FUND | ||||||||
| 1655 NORTH FT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | N/A | PC | GENERAL OPERATIONS | $50,000 | |
| THE HANDEL AND HAYDN SOCIETY | ||||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| TWIN CITIES PUBLIC TV | ||||||||
| 172 EAST FOURTH STREET | STPAUL | MN | 55101 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| WETA (DC PUBLIC TELEVISION) | ||||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| WGBH (BOSTON PUBLIC TELEVISION) | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| WOMEN'S FOUNDATION OF MINNESOTA - TEEN PROSTITUTION MISSION | ||||||||
| 105 5TH AVE SOUTH SUITE 300 | MINNEAPOLIS | MN | 55401 | N/A | PC | TEEN PROSTITUTION MISSION | $5,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATIONS | $15,000 | |
| WTTW (CHICAGO PUBLIC TELEVISION) | ||||||||
| MEMBER VIEWER SERVICES 5400 N ST | CHICAGO | IL | 60625 | N/A | PC | GENERAL OPERATIONS | $10,000 | LOUIS AVE |
| ZAHARA KATHAWALLA FOUNDATION | ||||||||
| 1240 S 2ND T UNIT 1422 | MINNEAPOLIS | MN | 55458 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $325,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,844 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $298,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $449,100 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,100 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $4,006 | Amt |
| Net Investment Income | $2,003 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,003 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION UNDER I.T. REGULATION 53.4942(A)-3(D)(2) TO TREAT $44,837 OF EXCESS QUALIFYING DISTRIBUTIONS MADE IN 2012 AS DISTRIBUTIONS OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| D R HORTON INC COM | $120,804 | $120,804 |
| HOME DEPOT INC | $272,293 | $272,293 |
| BERKSHIRE HATHAWAY INC | $115,586 | $115,586 |
| BLACKROCK INC | $102,511 | $102,511 |
| S&P GLOBAL INC | $107,076 | $107,076 |
| JOHNSON & JOHNSON | $67,827 | $67,827 |
| THERMO FISHER SCIENTIFIC INC | $156,069 | $156,069 |
| UNITEDHEALTH GROUP INC | $134,053 | $134,053 |
| ALPHABAET INC CL C | $255,190 | $255,190 |
| AMPHENOL CORP CL A | $177,098 | $177,098 |
| APPLE INC | $194,076 | $194,076 |
| MASTERCARD INC CL A | $105,314 | $105,314 |
| META PLATFORMS INC | $180,337 | $180,337 |
| MICROSOFT CORP | $547,950 | $547,950 |
| ZEBRA TECHNOLOGIES CORP CL A | $53,685 | $53,685 |
| ACCENTURE PLC | $140,716 | $140,716 |
| ASHTEAD GROUP OLC | $122,250 | $122,250 |
| ASML HOLDING N.V. | $130,992 | $130,992 |
| TAIWAN SEMICONDUCTOR MANUFACTU-ADR | $325,859 | $325,859 |
| UNILEVER PLC-ADR | $62,937 | $62,937 |
| ISHARES CORE S & P 500 ETF | $1,030,190 | $1,030,190 |
| ISHARES RUSSELL MID-CAP ETF | $716,040 | $716,040 |
| ISHARES CORE MSCI EAFE ETF | $481,769 | $481,769 |
| GALLAGHER ARTHUR J & CO. | $39,739 | $39,739 |
| ISHARES CORE S& MID-CAP ETF | $155,775 | $155,775 |
| ISHARES CORE S & P SMALL-CAP ETF | $184,352 | $184,352 |
| CHEVRON CORP | $57,936 | $57,936 |
| CENCORA INC. | $89,872 | $89,872 |
| SCHLUMBERGER LTD | $28,755 | $28,755 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,181,150 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,181,150 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $550,699 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $67,683 | Amt |
| Net Investment Income | $67,683 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,474 | $1,474 | $0 |
| FEDERAL EXCISE TAX | $4,837 | $0 | $0 |
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