THOMAS E & EDNA D CARPENTER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS E & EDNA D CARPENTER FOUNDATION (EIN 23-7275337)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-05-14
- IRS object ID
- 201931349349101513
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T10:11:53-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271365963 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID J BROWN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12415 55TH ST N | AddressLine1Txt |
| City | LAKE ELMO | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237275337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS E & EDNA D CARPENTER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 6514374359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 ST CROIX TRAIL SOUTH | AddressLine1Txt |
| City | HASTINGS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER VIETH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6514374359 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J BROWN CPA | PreparerPersonNm |
| PTIN | P00390941 | PTIN |
| Phone | 6514303635 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $17,124,478 | 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 | $690,544 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $273,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $273,527 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $273,527 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $11,029 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $11,029 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $5,965 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500 | GrossSalesPriceAmt |
| Gross Sales Less Ret And Allwnc | $102,438 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $102,438 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $102,438 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $31,642 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $31,642 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,109,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273,527 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $418,636 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $74,611 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,731 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $29,844 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $41,036 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $421,532 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,076 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $168,613 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $231,843 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $69,144 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,457 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $27,658 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $38,029 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,112 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $2,147 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,965 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $4,670 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,095 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $8,020 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,075 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,779 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $14,240 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $19,581 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $137,160 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $1,577 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $29,948 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $12,748 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,200 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $373,767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,851 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $171,934 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $156,982 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,177,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,894 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $441,451 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $525,161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,177,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,894 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $441,451 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $525,161 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $198,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,677 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,610 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,610 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $12,654 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $17,804 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $12,654 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $12,654 | PledgesRcvblEOYFMVAmt |
| Inventories BOY | $4,090 | InventoriesBOYAmt |
| Inventories EOY | $5,386 | InventoriesEOYAmt |
| Inventories EOYFMV | $5,386 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $37,267 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $39,956 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $39,956 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $10,138,662 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,563,122 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,563,122 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,163,043 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,368,426 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,874,928 | LandBOYAmt |
| Land EOY | $3,794,617 | LandEOYAmt |
| Land EOYFMV | $6,457,750 | LandEOYFMVAmt |
| Total Assets BOY | $14,116,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,461,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,124,478 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $53,267 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $70,079 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $3,825 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $1,215 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $57,092 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,294 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $13,173,496 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,380,954 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $504,882 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $628,139 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $380,958 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $380,958 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,059,336 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,390,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,116,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,461,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,059,336 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,409 | ExcessRevenueOverExpensesAmt |
| Other Increases | $398,124 | OtherIncreasesAmt |
| Subtotal | $14,390,051 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,390,051 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1987-03-30 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARPENTERNATURECENTER.ORG | WebsiteAddressTxt |
| Individual With Books | LINDA POLGLASE | IndividualWithBooksNm |
| Phone | 6514374359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 ST CROIX TRAIL S | AddressLine1Txt |
| City | HASTINGS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER VIETH | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | EXECUTIVE DI | 40.00 | $74,611 | $0 | $0 |
| SCOTT NORTHARD | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| TIM POWER | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PAST VICE PR | 1.00 | $0 | $0 | $0 |
| JAMES FREUND | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TREASURER | 2.00 | $0 | $0 | $0 |
| CURT MAGES | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | SECRETARY | 1.00 | $0 | $0 | $0 |
| TROY WEATHERS | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PAST PRESIDE | 1.00 | $0 | $0 | $0 |
| J DANIEL BAASEN | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAURIE BAUER | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAY GRIGGS | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GARY GRISWOLD | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DON KERN | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| REP DENNY MCNAMARA | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVE MESSICK | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| COLLEEN MORAN | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH NEITZ | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAUL GERBEC | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN TINUCCI | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ABRA HOVGAARD | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | VICE PRESIDE | 2.00 | $0 | $0 | $0 |
| ROB MCKIM | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JIM WEGLEWSKI | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CARPENTER NATURE CENTER FOSTERS LIFELONG APPRECIATION OF THE NATURAL WORLD THROUGH ENVIRONMENTAL EDUCATION, HABITAT CONSERVATION, AND OUTDOOR EXPERIENCES. THE NATURE CENTER'S 725-ACRES OF PROTECTED NATURAL HABITAT IS OPEN TO THE PUBLIC FREE-OF-CHARGE 361 DAYS A YEAR. | Description1Txt |
| Expenses1 | $852,727 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,501,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $250,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,814,003 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,814,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,210 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,651,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $532,590 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $525,161 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $525,161 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $525,161 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $525,161 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $525,161 | RemainingDistriFromCorpusAmt |
| Total Corpus | $525,161 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1987-03-31 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year2 | $19,265 | Year2Amt |
| Year3 | $350,959 | Year3Amt |
| Total | $370,224 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $16,375 | Year2Amt |
| Year3 | $298,315 | Year3Amt |
| Total | $314,690 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $525,161 | CurrentYearAmt |
| Year1 | $509,415 | Year1Amt |
| Year2 | $431,952 | Year2Amt |
| Year3 | $411,965 | Year3Amt |
| Total | $1,878,493 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $525,161 | CurrentYearAmt |
| Year1 | $509,415 | Year1Amt |
| Year2 | $431,952 | Year2Amt |
| Year3 | $411,965 | Year3Amt |
| Total | $1,878,493 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $355,060 | CurrentYearAmt |
| Year1 | $327,451 | Year1Amt |
| Year2 | $304,506 | Year2Amt |
| Year3 | $233,973 | Year3Amt |
| Total | $1,220,990 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL REVENUE | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $27,839 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $273,527 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532420 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,965 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $500 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $102,438 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Related Or Exempt Function Incm | $3,803 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,965 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $301,366 | ExclusionAmt |
| Related Or Exempt Function Incm | $106,741 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $414,072 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11B | PROVIDES INCOME FOR ACTIVITIES AND PROGRAMS. |
| 10 | THE SALE OF THE NATURE CENTER'S MERCHANDISE HEIGHTENS THE PUBLIC'S AWARENESS OF THE CENTER'S ACTIVITIES AND PROGRAMS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (17 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| FRED C KATHERIN B ANDERSEN FDT | ||||||
| 1 | PO BOX 80 | BAYPORT | MN | 55003 | $60,000 | Yes (X) |
| GERTRUDE SHIELY CHARITABLE TRUST | ||||||
| 7 | 800 NICOLLET MALL 16TH FLOOR | MINNEAPOLIS | MN | 55402 | $5,000 | Yes (X) |
| JO GORDON BAILEY JR | ||||||
| 13 | 1033 CENTURY AVE | NEWPORT | MN | 55055 | $12,500 | Yes (X) |
| MARGARET RIVERS FUND | ||||||
| 2 | PO BOX 197 | STILLWATER | MN | 55082 | $16,000 | Yes (X) |
| HARDENBERGH FOUNDATION | ||||||
| 8 | 5959 CENTERVILLE ROAD | SAINT PAUL | MN | 55127 | $7,500 | Yes (X) |
| ROBERT GARBER | ||||||
| 14 | 228 N ELM ST | PRESCOTT | WI | 54021 | $10,000 | Yes (X) |
| FLINT HILLS RESOURCES | ||||||
| 3 | PO BOX 64596 | ST PAUL | MN | 55164 | $15,000 | Yes (X) |
| HUGH J ANDERSEN FOUNDATION | ||||||
| 9 | 342 5TH AVE N STE 200 | BAYPORT | MN | 55003 | $19,500 | Yes (X) |
| STEVE JYNEEN THATCHER | ||||||
| 15 | 12999 KELLER AVE N | HUGO | MN | 55038 | $6,000 | Yes (X) |
| AL LAURIE HEIN TRUST | ||||||
| 4 | 330 NORTH COVE ROAD | HUDSON | WI | 54016 | $30,000 | Yes (X) |
| BILL WINKIE COYNE | ||||||
| 10 | 104 EASTBANK CT N | HUDSON | WI | 54016 | $5,000 | Yes (X) |
| DOUG KIM CLARE | ||||||
| 16 | 15494 ARTESIAN SPRING RD | SAN DIEGO | CA | 92127 | $5,000 | Yes (X) |
| ANDERSEN CORPORATE FOUNDATION | ||||||
| 5 | 342 FIFTH AVENUE NORTH | BAYPORT | MN | 55003 | $16,000 | Yes (X) |
| ALAN JUDY JOHNSTON | ||||||
| 11 | 1720 DELAWARE AVE | WEST ST PAUL | MN | 55118 | $10,000 | Yes (X) |
| JANE LUND | ||||||
| 17 | 4339 LYNDALE AVE S | MINNEAPOLIS | MN | 55409 | $6,000 | Yes (X) |
| XCEL ENERGY FOUNDATION | ||||||
| 6 | 414 NICOLLET MALL 7TH FLOOR | MINNEAPOLIS | MN | 55401 | $10,000 | Yes (X) |
| LARRY KRISTI WAITE | ||||||
| 12 | 15056 122ND ST N | STILLWATER | MN | 55082 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,120 | Amt |
| Adjusted Net Income | $4,670 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| TABLES AND CHAIRS | 2013-03-19 | $11,040 | $7,097 | S/L | 7.0000 | $1,577 | $1,577 |
| DEPRECIATION | $135,583 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FORKLIFT | AssetDesc |
| Acquired | 2002-06 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2018-09 | SoldDt |
| Gross Sales Price | $500 | GrossSalesPriceAmt |
| Basis | $1,200 | BasisAmt |
| Total Net | $500 | TotalNetAmt |
| Accumulated Depreciation | $1,200 | AccumulatedDepreciationAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCVF | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $10,563,122 | BookValueAmt |
| EOYFMV | $10,563,122 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDINGS | $1,931,277 | $846,262 | $1,085,015 | $6,457,750 |
| BUILDING IMPROVEMENTS | $229,921 | $193,512 | $36,409 | |
| EQUIPMENT | $331,116 | $246,467 | $84,649 | |
| FURNITURE AND FIXTURES | $476,013 | $361,188 | $114,825 | |
| BOATS | $1,000 | $1,000 | ||
| VEHICLES | $83,987 | $75,229 | $8,758 | |
| LAND IMPROVEMENTS | $1,512,362 | $642,842 | $869,520 | |
| WEBSITE | $5,025 | $1,926 | $3,099 | |
| LAND | $1,592,342 | $1,592,342 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,112 | LegalFeesAmt |
| Adjusted Net Income | $2,147 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,965 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK AND CREDIT CARD FEES | $5,456 | $655 | $2,510 | $2,291 |
| INSURANCE | $56,230 | $6,748 | $25,866 | $23,616 |
| NEWSLETTER | $5,967 | $716 | $2,745 | $2,506 |
| FUNDRAISING EXPENSES | $58,003 | $6,960 | $26,681 | $24,362 |
| TELEPHONE EXPENSE | $8,143 | $977 | $3,746 | $3,420 |
| TRASH REMOVAL | $4,511 | $541 | $2,075 | $1,895 |
| UTILITIES | $20,061 | $2,407 | $9,228 | $8,426 |
| SUPPLIES | $47,190 | $5,663 | $21,707 | $19,820 |
| REPAIRS AND MAINTENANCE | $17,724 | $2,127 | $8,153 | $7,444 |
| OTHER OPERATING EXPENSE | $22,910 | $2,749 | $10,539 | $9,622 |
| INVESTMENT FEES | $62,452 | $7,494 | $28,728 | $26,230 |
| DEVELOPMENT AND MARKETING | $16,019 | $1,922 | $7,369 | $6,728 |
| INTERN EXPENSE | $8,869 | $1,064 | $4,080 | $3,725 |
| DUES & SUBSCRIPTIONS | $1,443 | $173 | $664 | $606 |
| MISC EXPENSE | $225 | $27 | $104 | $94 |
| HABITAT RESTORATION | $38,564 | $4,628 | $17,739 | $16,197 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| RENTAL REVENUE | $27,839 | $27,839 |
| MISC INCOME | $3,803 | $3,803 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $398,124 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PLANNING | $16,020 | $6,728 | $9,291 |
| COMPUTER SERVICES | $3,075 | $1,292 | $1,784 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALES AND OTHER INCOME | CategoryTxt |
| Gross Sales | $102,438 | GrossSalesAmt |
| Net | $102,438 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $33,752 | $1,687 | $13,501 | $18,564 |
| TAXES | $1,848 | $92 | $739 | $1,017 |
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