OPUS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OPUS FOUNDATION (EIN 41-1983284)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349100519
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T07:50:57-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411983284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Opus Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPUS | BusinessNameControlTxt |
| Phone | 6124402500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Suite 2950 60 South 6th Street | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristen Grubb | PersonNm |
| Person Title | Tax Officer | PersonTitleTxt |
| Phone | 6124402510 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kristen | PersonFirstNm |
| Person Last | Grubb | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2021-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,341,396 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,813,856 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33,460 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,460 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $2,340,916 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,023,678 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,586,647 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,870,994 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,961,023 | 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 |
| Legal Fees Rev And Expnss | $19,536 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,187 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,538 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,538 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $570,680 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $566,680 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47,952 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,720 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $255 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,464 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,333 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,354,597 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,038 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $676,350 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,406,804 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $629,907 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,410,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,200,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,087,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,406,804 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,830,557 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,783,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,554,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,495,321 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,890,972 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,890,972 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,417 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,417 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,417 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $2,038 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,038 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $82,851,942 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $90,446,969 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $90,446,969 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,347,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,341,396 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,341,396 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,350 | AccountsPayableEOYAmt |
| Grants Payable BOY | $390,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $600,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $397,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $601,350 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $86,949,763 | RetainedEarningBOYAmt |
| Retained Earning EOY | $95,740,046 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,949,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $95,740,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,347,263 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,341,396 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,949,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,783,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,289 | OtherIncreasesAmt |
| Subtotal | $95,740,046 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $95,740,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| Capital Gain Distributions From Partnerships | P | $210,178 | -$210,178 | -$210,178 | |
| Capital Gain Distributions From Partnerships | P | $2,550,692 | $2,550,692 | $2,550,692 | |
| Loeb Arbitrage Fund LT Capital Gain | P | $402 | $402 | $402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,340,916 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,504 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,504 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,784 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $62,284 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,780 | OverpaymentAmt |
| Applied To ES Tax | $26,780 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Individual With Books | Tax Officer | IndividualWithBooksNm |
| Phone | 6124402500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Suite 2950 60 South 6th Street | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| Jeff Rauenhorst | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | President/Chair | 1.00 | $0 | $0 | $0 |
| Kristin Ridley | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Vice President | 1.00 | $0 | $0 | $0 |
| Kate Seng | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Vice President | 1.00 | $0 | $0 | $0 |
| Carolyn Roby | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Treasurer/Secretary | 1.00 | $0 | $0 | $0 |
| Kristen Grubb | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Tax Officer | 1.00 | $0 | $0 | $0 |
| Joe Downs | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Dave Menke | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Tim Murnane | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Anne Peacock | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Kristine Rauenhorst | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Mary Weber | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Kim Noona | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Ian Widmer | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | 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 | GHR Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South 6th Street Suite 2950 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Management/Philanthropy Services | ServiceTypeTxt |
| Compensation | $585,718 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IFF - Equity Equivalent Investment | Description1Txt |
| Expenses1 | $1,000,000 | Expenses1Amt |
| Description2 | CommonBond Communities - Housing Investment Fund | Description2Txt |
| Expenses2 | $500,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $500,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $2,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,865,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,689,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,984,345 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,539,051 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,539,051 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,253,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,285,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,114,298 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,114,298 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,504 | TotalTaxAmt |
| Distributable Before Adj | $4,078,794 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,078,794 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,078,794 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,830,557 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $2,000,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,830,557 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,830,557 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,078,794 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,563,950 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,830,557 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,563,950 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,266,607 | 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 | $1,812,187 | 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 (176 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A New Leaf | ||||||||
| 868 E University Drive | Mesa | AZ | 85203 | None | PC | COVID-19 Emergency Response | $5,000 | |
| ACE Mentor Program of St Louis | ||||||||
| 10 S Broadway Suite 200 | St Louis | MO | 63102 | None | PC | Mentoring Program | $5,000 | |
| American Cancer Society Inc | ||||||||
| 950 Blue Gentian Rd Suite 100 | Eagan | MN | 55121 | None | PC | Hope Lodge | $5,000 | |
| Arizona Helping Hands | ||||||||
| 3110 East Thunderbird Road Suite | Phoenix | AZ | 85032 | None | PC | Basic Needs program | $5,000 | 100 |
| Ballard Center | ||||||||
| 708 Elm Street PO Box 7 | Lawrence | KS | 66044 | None | PC | Early Childhood Education Program | $5,000 | |
| Better Futures Minnesota | ||||||||
| 813 North 5th Street | Minneapolis | MN | 55401 | None | PC | Capacity Building | $50,000 | |
| Beyond Ball | ||||||||
| 4020 121st Street | Urbandale | IA | 50323 | None | PC | Tutoring program | $5,000 | |
| Beyond Housing | ||||||||
| 6506 Wright Way | St Louis | MO | 63121 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Big Brothers Big Sisters of the Greater Twin Cities | ||||||||
| 3110 Washington Ave N | Minneapolis | MN | 55411 | None | PC | General Operations | $10,000 | |
| Big Brothers Big Sisters of the Greater Twin Cities | ||||||||
| 3110 Washington Ave N | Minneapolis | MN | 55411 | None | PC | Online Training Platform and Assessment Tool | $50,000 | |
| Boys & Girls Clubs of Greater Kansas City | ||||||||
| 4001 Blue Parkway Ste 102 | Kansas City | MO | 64130 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Breck School | ||||||||
| 123 Ottawa Avenue North | Minneapolis | MN | 55422 | None | PC | Multicultural & Anti-Racism Curriculum | $5,000 | |
| Building Futures | ||||||||
| 112 Saint George Place | Saint Louis | MO | 631194647 | None | PC | Building Community Award Finalist | $5,000 | |
| Building Futures | ||||||||
| 112 Saint George Place | Saint Louis | MO | 631194647 | None | PC | Program Enhancements and Capacity Building Efforts | $75,000 | |
| Camp Fire Minnesota | ||||||||
| 3300 Tanadoona Drive | Excelsior | MN | 55331 | None | PC | K-12 Environmental Education & STEM Program | $75,000 | |
| CAP Agency | ||||||||
| 712 Canterbury Road S | Shakopee | MN | 55379 | None | PC | Covid-19 Community Support | $5,000 | |
| Cardinal Ritter Senior Services | ||||||||
| 7601 Watson Road | St Louis | MO | 63119 | None | PC | General Operations | $15,000 | |
| Cardinal Ritter Senior Services | ||||||||
| 7601 Watson Road | St Louis | MO | 63119 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Catholic Charities of the Archdiocese of Saint Paul and Minneapolis | ||||||||
| 1200 2nd Ave South | Minneapolis | MN | 55403 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Catholic Climate Covenant | ||||||||
| 415 Michigan Avenue NE Suite 260 | Washington | DC | 20017 | None | PC | General Operations | $1,500 | |
| Center for Enriched Living | ||||||||
| 280 Saunders Road | Riverwoods | IL | 60015 | None | PC | Building Community Award Finalist | $5,000 | |
| Child Crisis Arizona | ||||||||
| 817 N Country Club Drive | Mesa | AZ | 85201 | None | PC | COVID-19 Emergency response | $30,000 | |
| Christ Community Lutheran School | ||||||||
| 512 County Road 10 | Watertown | MN | 55388 | None | PC | General Operations | $2,000 | |
| Christopher House | ||||||||
| 5235 West Belden Avenue | Chicago | IL | 60639 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Christopher House | ||||||||
| 5235 West Belden Avenue | Chicago | IL | 60639 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Colorado Coalition for the Homeless | ||||||||
| 2111 Champa Street | Denver | CO | 80205 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Colorado Coalition for the Homeless | ||||||||
| 2111 Champa Street | Denver | CO | 80205 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Colorado District Council of the Urban Land Institute | ||||||||
| 1356 Wynkoop Street Suite 211 | Denver | CO | 80202 | None | PC | Real Estate Diversity Initiative | $5,000 | |
| Common Pantry | ||||||||
| 3744 N Damen Ave | Chicago | IL | 60618 | None | PC | Kitchen Renovations | $5,000 | |
| CommonBond Communities | ||||||||
| 1080 Montreal Ave | St Paul | MN | 55116 | None | PC | Wisconsin General Operations and Services | $8,000 | |
| Construction Careers Foundation | ||||||||
| 10590 Wayzata Blvd Suite 100 | Minnetonka | MN | 55305 | None | PC | Strengthening the Construction Career Pathways Model | $285,000 | |
| Construction Education Foundation of Colorado | ||||||||
| 1114 W 7th Ave Suite 200 | Denver | CO | 80204 | None | PC | Construction Careers Now | $5,000 | |
| Cookie Cart | ||||||||
| 1119 West Broadway | Minneapolis | MN | 55411 | None | PC | General Operating | $2,000 | |
| Cradles to Crayons Chicago | ||||||||
| 4141 W George Street | Chicago | IL | 60641 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Creative Visions Human Development Institute | ||||||||
| 1343 13th Street | Des Moines | IA | 50314 | None | PC | Building Community Award Winner | $67,000 | |
| CU Real Estate Center Leeds School of Business | ||||||||
| 995 Regent Drive 419 UCB | Boulder | CO | 80309 | None | PC | 2020 Colorado NAIOP University Challenge | $2,500 | |
| Denver Community Ventures | ||||||||
| 1035 Osage Street | Denver | CO | 80204 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Denver Inner City Parish | ||||||||
| 1212 Mariposa Street | Denver | CO | 80204 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Denver Kids | ||||||||
| 1617 S Acoma Street 2nd Floor | Denver | CO | 80223 | None | PC | Denver Kids University | $70,655 | |
| DinoMights | ||||||||
| 3400 Park Avenue S | Minneapolis | MN | 55407 | None | PC | Seasonal Staff Program | $5,000 | |
| Dougherty Family College | ||||||||
| 1000 LaSalle Avenue | Minneapolis | MN | 55403 | None | PC | Professional Internship Program | $50,000 | |
| Downtown Tempe | ||||||||
| 1 W Rio Salado Blvd Suite A-201 | Tempe | AZ | 85284 | None | PC | Small Business Assistance | $5,000 | |
| Dress for Success Twin Cities | ||||||||
| 1549 University Ave Suite A | St Paul | MN | 55104 | None | PC | General Operations | $2,500 | |
| DuPagePads | ||||||||
| 601 W Liberty Dr | Wheaton | IL | 60181 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Environmental Learning for Kids (ELK) | ||||||||
| PO Box 21679 | Denver | CO | 80221 | None | PC | Building Community Award Finalist | $5,000 | |
| Environmental Learning for Kids (ELK) | ||||||||
| PO Box 21679 | Denver | CO | 80221 | None | PC | Outdoor Education Center | $40,000 | |
| Food Bank of Iowa | ||||||||
| 2220 E 17th St | Des Moines | IA | 50316 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Food For Thought Denver | ||||||||
| PO Box 11813 | Denver | CO | 80211 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Fourth Avenue Foundation | ||||||||
| 434 E 9th St | Tucson | AZ | 857058580 | None | PC | Streetscape Improvement | $5,000 | |
| Fraser | ||||||||
| 2400 W 64th Street | Minneapolis | MN | 55423 | None | PC | Career Planning and Employment Program | $5,000 | |
| Free Bikes 4 Kidz | ||||||||
| 10914 Lexington Drive | Eden Prairie | MN | 55344 | None | PC | Distribute Bikes to Those in Need | $5,000 | |
| Freedom Farm | ||||||||
| 11500 Ferman Ave SW | Waverly | MN | 55390 | None | PC | General Operations | $2,000 | |
| Freedom for Youth Ministries | ||||||||
| 2301 Hickman Road | Des Moines | IA | 50310 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Friends of Kids with Cancer Inc | ||||||||
| 16 Sunnen Dr Suite 161 | St Louis | MO | 63143 | None | PC | Educational Programming | $5,000 | |
| Fueled for School | ||||||||
| PO Box 373 | Noblesville | IN | 46061 | None | PC | Food Distribution | $5,000 | |
| Gateway Region YMCA | ||||||||
| 2815 Scott Avenue Suite D | St Louis | MO | 63103 | None | PC | Early Childhood Education Center at Chesterfield YMCA | $5,000 | |
| Giving the Basics Inc | ||||||||
| 927 S 7th St Trafficway Suite 270 | Kansas City | KS | 66123 | None | PC | COVID-19 Emergency Response | $5,000 | D-2 |
| Giving the Basics Inc | ||||||||
| 927 S 7th St Trafficway Suite 270 | Kansas City | KS | 66123 | None | PC | Building Community Award Finalist | $5,000 | D-2 |
| Gleaners Food Bank of Indiana | ||||||||
| 3737 Waldemere Avenue | Indianapolis | IN | 46241 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Goodwill of Central and Southern Indiana | ||||||||
| 1635 West Michigan St | Indianapolis | IN | 46222 | None | PC | Qualified Medical Aide | $36,000 | |
| Goodwill-Easter Seals Minnesota | ||||||||
| 553 Fairview Avenue North | St Paul | MN | 55104 | None | PC | COVID-19 Emergency Response | $50,000 | |
| Great River Greening | ||||||||
| 251 Starkey Street 2200 | St Paul | MN | 55107 | None | PC | Cloud-Based Server | $40,000 | |
| Greater Chicago Food Depository | ||||||||
| 4100 W Ann Lurie Pl | Chicago | IL | 60632 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Greater Des Moines Habitat for Humanity | ||||||||
| 2200 E Euclid Avenue | Des Moines | IA | 50317 | None | PC | Recognition of Opus associate volunteer efforts | $5,000 | |
| Greater Indy Habitat for Humanity Inc | ||||||||
| 3135 N Meridian St | Indianapolis | IN | 46208 | None | PC | Recognition of Opus associate volunteer efforts | $5,000 | |
| Greater Twin Cities United Way | ||||||||
| 404 South 8th Street | Minneapolis | MN | 55404 | None | PC | 2020 Workplace Giving Campaign | $99,795 | |
| Green Beret Foundation | ||||||||
| 14351 Blanco Rd Suite 100 | San Antonio | TX | 78216 | None | PC | Transition Support - Next Ridgeline | $5,000 | |
| Habitat for Humanity Central Arizona | ||||||||
| 9133 NW Grand Ave Suite 1 | Peoria | AZ | 85345 | None | PC | Recognition of Opus associate volunteer efforts | $5,000 | |
| Habitat for Humanity Chicago | ||||||||
| 1100 W Cermak Suite 404 | Chicago | IL | 60608 | None | PC | Affordable Homeownership Program | $5,000 | |
| Habitat for Humanity of Kansas City | ||||||||
| 1423 E Linwood Blvd | Kansas City | MO | 64109 | None | PC | Recognition for Opus associate volunteer efforts | $5,000 | |
| Habitat for Humanity of Metro Denver Inc | ||||||||
| 3245 Eliot Street | Denver | CO | 80211 | None | PC | Recognition for Opus associate volunteer efforts | $5,000 | |
| Habitat for Humanity Saint Louis | ||||||||
| 3830 S Grand Ave | St Louis | MO | 63118 | None | PC | Recognition of Opus associate volunteer efforts | $5,000 | |
| Hands That Serve | ||||||||
| POBox 220172 | Saint Louis | MO | 63122 | None | PC | Feeding Program | $5,000 | |
| Hart Pantry | ||||||||
| 8456 W Sanna Street | Peoria | AZ | 85345 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Harvesters - The Community Food Network | ||||||||
| 3801 Topping Avenue | Kansas City | MO | 64129 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Harvesters - The Community Food Network | ||||||||
| 3801 Topping Avenue | Kansas City | MO | 64129 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Hispanic Chamber Education Foundation | ||||||||
| 924 W Colfax Ave Suite 201 | Denver | CO | 80022 | None | PC | COVID-19 Training and Resource Distribution Program | $5,000 | |
| Home Sweet Home | ||||||||
| 290 Hanley Industrial Court | Brentwood | MO | 63144 | None | PC | Truck Maintenance and Gas | $5,000 | |
| Hope Academy | ||||||||
| 2300 Chicago Avenue South | Minneapolis | MN | 55404 | None | PC | COVID-19 Emergency Response | $60,000 | |
| Hope Community Inc | ||||||||
| 611 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | General operating to respond to current issues in community | $5,000 | |
| Horizon House | ||||||||
| 1033 East Washington Street | Indianapolis | IN | 46202 | None | PC | COVID-19 Emergency Response | $5,000 | |
| idea Museum Foundation | ||||||||
| PO Box 77 | Mesa | AZ | 85211 | None | PC | Building Community Award Finalist | $5,000 | |
| Indianapolis Parks Foundation | ||||||||
| 615 N Alabama Street Suite 119 | Indianapolis | IN | 46143 | None | PC | Building Community Award Finalist | $5,000 | |
| Interfaith Outreach and Community Partners | ||||||||
| 1605 County Road 101 N | Plymouth | MN | 55447 | None | PC | Recognition of volunteer efforts | $5,000 | |
| Jackie Joyner-Kersee Foundation | ||||||||
| 101 Jackie Joyner Kersee Circle | East St Louis | IL | 62204 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Jackie Joyner-Kersee Foundation | ||||||||
| 101 Jackie Joyner Kersee Circle | East St Louis | IL | 62204 | None | PC | STEAM Ahead: Bridging the Digital Divide | $60,000 | |
| Joseph's Coat Inc | ||||||||
| PO Box 2202 | St Paul | MN | 55102 | None | PC | General Operations | $3,000 | |
| Junior Achievement of Greater St Louis | ||||||||
| 17339 North Outer 40 Road | Chesterfield | MO | 63034 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Junior Achievement of Greater St Louis | ||||||||
| 17339 North Outer 40 Road | Chesterfield | MO | 63034 | None | PC | Program Expansion for SLPS District | $30,000 | |
| Junior Achievement of the Upper Midwest Inc | ||||||||
| PO Box 844 | Owatonna | MN | 55060 | None | PC | Virtual Program Support for the Owatonna Area | $10,000 | |
| Lake Street Council | ||||||||
| PO Box 7091 | Minneapolis | MN | 55407 | None | PC | Building Community Award Finalist | $5,000 | |
| Lake Street Council | ||||||||
| PO Box 7091 | Minneapolis | MN | 55407 | None | PC | Pro Rebuilding Lake Street | $15,000 | |
| Lattof YMCA | ||||||||
| 1030 W Van Buren | Chicago | IL | 60607 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Lewy Body Dementia Association | ||||||||
| 912 Killian Hill Road SW | Lilburn | GA | 30047 | None | PC | LBDA Research Centers of Excellence | $7,500 | |
| Loaves & Fishes - Naperville | ||||||||
| 1871 High Grove Ln | Naperville | IL | 60540 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Lutheran Child & Family Services of Indiana | ||||||||
| 1525 N Ritter Ave | Indianapolis | IN | 46219 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Marquette University Center for Real Estate | ||||||||
| 370 David Straz Hall PO Box 1881 | Milwaukee | WI | 53201 | None | PC | 2020 Minnesota NAIOP University Challenge | $5,000 | |
| Meals from the Heartland | ||||||||
| 357 Lincoln Street | West Des Moines | IA | 50265 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Metro Caring | ||||||||
| 1100 E 18th Ave | Denver | CO | 80218 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Metro Meals on Wheels | ||||||||
| 1200 Washington AVe S Ste 380 | Minneapolis | MN | 55415 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Mile High United Way Inc | ||||||||
| 711 Park Avenue West | Denver | CO | 80205 | None | PC | 2020 Workplace Giving Campaign | $500 | |
| Mile High Youth Corps | ||||||||
| 1801 Federal Blvd | Denver | CO | 80204 | None | PC | COVID-19 Response | $5,000 | |
| Minneapolis Recreation Development Inc | ||||||||
| 7220 York Avenue South Apt 610 | Edina | MN | 55435 | None | PC | COVID-19 Relief | $5,000 | |
| Minnesota Brownfields | ||||||||
| 2801 21st Avenue Ste 145 | Minneapolis | MN | 55407 | None | PC | Basics Community Program | $5,000 | |
| Minnesota Teen Challenge | ||||||||
| 740 E 24th Street | Minneapolis | MN | 55404 | None | PC | Lakeside Academy | $5,000 | |
| National Outdoor Leadership School | ||||||||
| 284 Lincoln Street | Lander | WY | 825202848 | None | PC | General Operations | $10,000 | |
| New Pathways for Youth | ||||||||
| 901 E Jefferson Street | Phoenix | AZ | 85034 | None | PC | COVID-19 Emergency Response | $5,000 | |
| New Pathways for Youth | ||||||||
| 901 E Jefferson Street | Phoenix | AZ | 85034 | None | PC | Neighborhood Growth Project | $50,000 | |
| NEWSED Community Development Corporation | ||||||||
| 1001 Santa Fe Drive | Denver | CO | 80204 | None | PC | Business Basics Course | $5,000 | |
| North Side Community School | ||||||||
| 3033 N Euclid Avenue | St Louis | MO | 63115 | None | PC | COVID-19 Remote Learning Technology for ECC | $5,000 | |
| Northern Star Council | ||||||||
| 6202 Bloomington Road | Fort Snelling | MN | 55111 | None | PC | Urban Outreach program | $10,000 | |
| Northern Star Council | ||||||||
| 6202 Bloomington Road | Fort Snelling | MN | 55111 | None | PC | Program Supply Support | $5,000 | |
| Operation Breakthrough Inc | ||||||||
| 3039 Troost Avenue | Kansas City | MO | 64109 | None | PC | Accelerating Opportunity and Achievement through STEAM | $50,000 | |
| Operation Breakthrough Inc | ||||||||
| 3039 Troost Avenue | Kansas City | MO | 64109 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Our Savior Lutheran Church | ||||||||
| 56 Meadows Drive | Pagosa Springs | CO | 81147 | None | PC | Lutheran Mercy Care Prison Ministry (LMCM) | $15,000 | |
| People Reaching Out to Other People | ||||||||
| 14700 Martin Drive | Eden Prairie | MN | 55344 | None | PC | General Operations | $2,000 | |
| Progress Valley Inc | ||||||||
| 1100 East 80th Street | Bloomington | MN | 55420 | None | PC | COVID-19 Response | $5,000 | |
| Project for Pride in Living Inc | ||||||||
| 1035 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | Resilience Fund | $6,000 | |
| Project for Pride in Living Inc | ||||||||
| 1035 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Project for Pride in Living Inc | ||||||||
| 1035 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | Race Equity Efforts | $75,000 | |
| Project IOWA | ||||||||
| 1420 Mulberry St | Des Moines | IA | 50309 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Rebuilding Together Metro Chicago | ||||||||
| 4507 N Ravenswood Ave 106 | Chicago | IL | 60640 | None | PC | Recognition of Opus associate volunteer efforts | $25,000 | |
| Rebuilding Together Twin Cities | ||||||||
| 1050 SE 33rd Avenue | Minneapolis | MN | 55414 | None | PC | Recognition for Opus associate volunteer efforts | $20,000 | |
| reStart Inc | ||||||||
| 918 E 9th Street | Kansas City | MO | 64106 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Ronald McDonald House Charities of St Louis | ||||||||
| 3450 Park Avenue | St Louis | MO | 63104 | None | PC | Sponsor-A-Family | $5,000 | |
| Safehome | ||||||||
| PO Box 4563 | Overland Park | KS | 66204 | None | PC | Kitchen program | $5,000 | |
| Saint Clare's Tahoe A Mountain Montessori School | ||||||||
| PO Box 308 | Tahoe Vista | CA | 96148 | None | PC | General Operations | $2,000 | |
| Saint Paul and Minnesota Foundation | ||||||||
| 101 Fifth Street East Suite 2400 | Saint Paul | MN | 551011800 | None | PC | Digital Learning Fund | $50,000 | |
| Second Harvest Heartland | ||||||||
| 7101 Winnetka Ave N | Brooklyn Park | MN | 55428 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Second Harvest Heartland | ||||||||
| 7101 Winnetka Ave N | Brooklyn Park | MN | 55428 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Second Helpings | ||||||||
| 1121 Southeastern Ave | Indianapolis | IN | 46202 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Society of St Vincent de Paul | ||||||||
| PO Box 13600 | Phoenix | AZ | 850023600 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Society of St Vincent de Paul | ||||||||
| PO Box 13600 | Phoenix | AZ | 850023600 | None | PC | Workforce Development Pilot | $25,000 | |
| Southwest Lending Closet | ||||||||
| 218 N Central Ave | Avondale | AZ | 85323 | None | PC | Lend Medical Equipment | $5,000 | |
| Special Olympics Minnesota | ||||||||
| 900 2nd Ave S Suite 300 | Minneapolis | MN | 55402 | None | PC | Rochester Polar Plunge | $5,000 | |
| St Cloud State University Department of Finance Insurance and Real Estate | ||||||||
| Centennial Hall 463 720 4th Avenue | St Cloud | MN | 563014498 | None | PC | 2020 Minnesota NAIOP University Challenge | $2,500 | South |
| St Louis Area Foodbank | ||||||||
| 70 Corporate Woods Drive | Bridgeton | MO | 63044 | None | PC | COVID-19 Emergency Response | $5,000 | |
| St Louis Children's Hospital Foundation | ||||||||
| 1001 Highlands Plaza Drive West | St Louis | MO | 63110 | None | PC | KIDstruction Week | $1,000 | Suite 160 |
| St Mary's Child Center | ||||||||
| 901 Dr Martin Luther King Jr St | Indianapolis | IN | 46202 | None | PC | 2Generation Program | $45,000 | |
| St Thomas Academy | ||||||||
| 949 Mendota Heights Road | Mendota Heights | MN | 55120 | None | PC | General Operations | $5,000 | |
| STEP - St Louis Park Emergency Program Inc | ||||||||
| 6812 West Lake St | St Louis Park | MN | 55426 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Summit Academy OIC | ||||||||
| 935 Olson Memorial Hwy | Minneapolis | MN | 55405 | None | PC | Building a Community of Workers | $40,000 | |
| Summit Academy OIC | ||||||||
| 935 Olson Memorial Hwy | Minneapolis | MN | 55405 | None | PC | Learning Management System (LMS) Implementation | $50,000 | |
| Tempe Community Action Agency | ||||||||
| 2146 E Apache Blvd | Tempe | AZ | 85281 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Tenants to Homeowner | ||||||||
| 2518 Ridge Court Suite 103 | Lawrence | KS | 66046 | None | PC | Housing Stabilization Collaborative (HSC) | $5,000 | |
| The Knothole Foundation Inc | ||||||||
| PO Box 38035 | Charlotte | NC | 28278 | None | PC | Tuckaseegee Dream Fields Project | $3,000 | |
| The Link | ||||||||
| 1210 Glenwood Ave | Minneapolis | MN | 55405 | None | PC | COVID-19 Emergency Response | $5,000 | |
| The Warming Shelter | ||||||||
| PO Box 3556 | Sioux City | IA | 511023556 | None | PC | COVID-19 Response | $10,000 | |
| Tree Trust | ||||||||
| 149 Energy Park Drive | St Paul | MN | 55108 | None | PC | General Operations | $3,000 | |
| Twin Cities Habitat for Humanity | ||||||||
| 1954 University Ave W | St Paul | MN | 551043433 | None | PC | Increasing Access to Homeownership for Foundational Black Americans | $150,000 | |
| Twin Cities Habitat for Humanity | ||||||||
| 1954 University Ave W | St Paul | MN | 551043433 | None | PC | Recognition for volunteer efforts | $30,000 | |
| Twin Cities RSE | ||||||||
| 1301 Bryant Ave N | Minneapolis | MN | 55411 | None | PC | Emotional Intelligence Pilot Program for Youth | $150,000 | |
| Twin Cities RSE | ||||||||
| 1301 Bryant Ave N | Minneapolis | MN | 55411 | None | PC | General Operations | $10,000 | |
| United Way of Central Indiana Inc | ||||||||
| 2955 North Meridian Street Suite | Indianapolis | IN | 46208 | None | PC | 2020 Workplace Giving Campaign | $730 | 300 |
| United Way of Central Iowa | ||||||||
| 1111 9th St Ste 100 | Des Moines | IA | 50314 | None | PC | 2020 Workplace Giving Campaign | $1,345 | |
| United Way of Greater Kansas City | ||||||||
| 801 W 47th Street Suite 500 | Kansas City | MO | 64112 | None | PC | 2020 Workplace Giving Campaign | $2,370 | |
| United Way of Greater Milwaukee & Waukesha County Inc | ||||||||
| PO Box 88988 | Milwaukee | WI | 532888988 | None | PC | 2020 Workplace Giving Campaign | $125 | |
| United Way of Greater St Louis | ||||||||
| 910 N 11th Street | St Louis | MO | 63101 | None | PC | 2020 Workplace Giving Campaign | $2,845 | |
| United Way of Metropolitan Chicago | ||||||||
| 333 South Wabash Avenue 30th Floor | Chicago | IL | 60604 | None | PC | 2020 Workplace Giving Campaign | $2,275 | |
| University City Children's Center | ||||||||
| 6646 Vernon Avenue | University City | MO | 63130 | None | PC | Pilot Kiosite and Train ECE Teachers | $50,000 | |
| University of Denver - Franklin L Burns School of Real Estate | ||||||||
| 2101 S University Blvd Suite 380 | Denver | CO | 802088934 | None | PC | 2020 Colorado NAIOP University Challenge | $7,500 | |
| University of Minnesota Foundation | ||||||||
| 200 Oak Street SE Suite 500 | Minneapolis | MN | 554552010 | None | PC | 2020 Minnesota NAIOP University Challenge | $1,000 | |
| University of Notre Dame | ||||||||
| 400 Main Building | Notre Dame | IN | 46556 | None | PC | General Operations | $1,500 | |
| Upper Room | ||||||||
| 300 E 39th Street Suite 4A | Kansas City | MO | 64111 | None | PC | Extended Day Program | $40,000 | |
| Urban Boatbuilders Inc | ||||||||
| 2288 University Avenue West | Saint Paul | MN | 55114 | None | PC | CNC Program Development | $31,000 | |
| Urban Boatbuilders Inc | ||||||||
| 2288 University Avenue West | Saint Paul | MN | 55114 | None | PC | General Operations | $4,000 | |
| Valley of the Sun United Way | ||||||||
| 3200 East Camelback Road Suite 375 | Phoenix | AZ | 85018 | None | PC | 2020 Workplace Giving Campaign | $1,510 | |
| Van Go | ||||||||
| 715 New Jersey St PO Box 153 | Lawrence | KS | 66044 | None | PC | Adapt & Persevere | $5,000 | |
| Wheeler Mission | ||||||||
| 205 East New York Street | Indianapolis | IN | 46204 | None | PC | COVID-19 Emergency Response | $5,000 | |
| YMCA of Greater Birmingham | ||||||||
| 2101 4th Avenue North | Birmingham | AL | 35203 | None | PC | Y Achievers | $5,000 | |
| YMCA of Metropolitan Chicago | ||||||||
| 1030 W Van Buren | Chicago | IL | 60607 | None | PC | Family Engagement Initiative | $50,000 | |
| YMCA of the Greater Twin Cities | ||||||||
| 651 Nicollet Mall Suite 500 | Minneapolis | MN | 55402 | None | PC | COVID-19 Emergency Response | $30,000 | |
| Youth Emergency Services & Shelter (YESS) | ||||||||
| 918 SE 11th Street | Des Moines | IA | 50309 | None | PC | COVID-19 Emergency Response | $5,000 | |
| Youth Frontiers Inc | ||||||||
| 5215 Edina Industrial Blvd Suite | Minneapolis | MN | 55439 | None | PC | Youth Frontiers Leadership Conferences | $5,000 | 400 |
| YouthLink | ||||||||
| 41 N 12th Street | Minneapolis | MN | 55403 | None | PC | COVID-19 Emergency Response | $5,000 | |
| YouthLink | ||||||||
| 41 N 12th Street | Minneapolis | MN | 55403 | None | PC | Career Pathways Navigation | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,200,650 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Project for Pride in Living Inc | |||||||
| 1035 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | Race Equity Efforts | $250,000 |
| Twin Cities Habitat for Humanity | |||||||
| 1954 University Ave W | St Paul | MN | 551043433 | None | PC | COVID-19 Emergency Response | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $550,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,460 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $332,159 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,691,519 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $332,159 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,724,979 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,057,138 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Encore One LLC | ||||||
| 1 | 10350 Bren Road West | Minnetonka | MN | 55343 | $2,378,681 | Yes (X) |
| Opus Investments LLC | ||||||
| 2 | 10350 Bren Road West | Minnetonka | MN | 55343 | $256,000 | Yes (X) |
| Opus Holding LLC | ||||||
| 3 | 10350 Bren Road West | Minnetonka | MN | 55343 | $1,034,219 | Yes (X) |
| Codeworks LLC | ||||||
| 4 | 17800 W Capitol Drive | Brookfield | WI | 53045 | $144,956 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $27,538 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,538 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Mercy Housing - Gap Loan | Desc |
| Amt | $500,000 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part VIII, Line 1: | FormAndLineReferenceDesc |
| Medium Explanation | Opus Foundation pays GHR Foundation for management/philanthropy services, which are provided by some of the foundation's officers. Amounts paid during 2020 are as follows: GHR Foundation Suite 2950, 60 South 6th Street Minneapolis, MN 55402 $585,718 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Loeb Arbitrage Fund | FMV | $63,705 | $63,705 |
| Carlyle Europe Parts II, L.P. | FMV | $17,567 | $17,567 |
| Adler Asian Private Equity, LLC | FMV | $102,532 | $102,532 |
| Adler Bond Fund, LLC | FMV | $21,360,170 | $21,360,170 |
| Adler CPV, LLC | FMV | $205,452 | $205,452 |
| Adler Energy Infrastr III, LLC | FMV | $30,192 | $30,192 |
| Adler Energy Infrastr IV, LLC | FMV | $95,670 | $95,670 |
| Adler Equity Fund, LLC | FMV | $38,282,741 | $38,282,741 |
| Adler Health Care, LLC | FMV | $180,936 | $180,936 |
| Adler New Euro Priv Eqty, LLC | FMV | $89,950 | $89,950 |
| Adler Oaktree, LLC | FMV | $36,465 | $36,465 |
| Adler Opportunistic Debt, LLC | FMV | $4,770 | $4,770 |
| Alder Energy Finance, LLC | FMV | $123,568 | $123,568 |
| Adler Opportunistic Debt II | FMV | $1,360,780 | $1,360,780 |
| Adler CPVI | FMV | $1,305,635 | $1,305,635 |
| Adler Energy Infrastr V, LLC | FMV | $230,491 | $230,491 |
| Adler Health Partners III, LLC | FMV | $3,046,134 | $3,046,134 |
| Adler Small Buyout Fund | FMV | $1,502,458 | $1,502,458 |
| Adler Trans Recovery Fd, LLC | FMV | $932,111 | $932,111 |
| Adler Co-invest Opp Fd, LLC | FMV | $1,465,032 | $1,465,032 |
| Adler NGP XI, LLC | FMV | $1,126,220 | $1,126,220 |
| Adler Energy Finance II, LLC | FMV | $236,611 | $236,611 |
| Adler Opportunistic Debt III | FMV | $623,989 | $623,989 |
| Adler SG Small Buyout Fund III | FMV | $1,347,341 | $1,347,341 |
| Adler Cinven VI, LLC | FMV | $1,002,971 | $1,002,971 |
| Adler MPE Fund II, LLC | FMV | $1,187,094 | $1,187,094 |
| Adler Southfield II, LLC | FMV | $2,116,725 | $2,116,725 |
| Adler Health Partners IV, LLC | FMV | $1,892,635 | $1,892,635 |
| Adler Frontenac XI, LLC | FMV | $1,421,699 | $1,421,699 |
| Adler 2018 Alternative Investments, LLC | FMV | $3,531,565 | $3,531,565 |
| Adler 2019 Alternative Investments, LLC | FMV | $3,254,914 | $3,254,914 |
| Adler Panco Fund IV, LLC | FMV | $1,291,487 | $1,291,487 |
| Adler 2020 Alternative Investments, LLC | FMV | $977,359 | $977,359 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $19,536 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,187 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Related Investments | Desc |
| EOY Book Value | $2,000,000 | EOYBookValueAmt |
| EOYFMV | $2,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues & Subscriptions | $2,279 | $0 | $4,317 |
| Bank Fees | $333 | $333 | $0 |
| Miscellaneous | $1,099 | $0 | $1,099 |
| Pass-through portfolio deductions | $0 | $1,354,264 | $0 |
| Professional Development | $1,488 | $0 | $1,488 |
| Insurance | $6,134 | $0 | $6,134 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Allocated Partnership Income | $9,023,678 | $0 | $9,023,678 |
| Allocated Partnership Income | $1,586,647 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/(Loss) | Desc |
| Amt | $6,289 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $4,000 | $4,000 | $0 |
| Consulting Fees | $6,750 | $0 | $6,750 |
| Program Fees | $442,542 | $0 | $442,542 |
| Grants Management Fee | $117,388 | $0 | $117,388 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $42,543 | $0 | $0 |
| Foreign Tax | $0 | $47,952 | $0 |
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