WMN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WMN FOUNDATION (EIN 20-4850609)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-15
- IRS object ID
- 202001369349101100
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T09:30:55-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON HOLDINGS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARLSON PARKWAY SUITE 1500 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204850609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TONKAWA INC | InCareOfNm |
| Business Name Control | WMNF | BusinessNameControlTxt |
| Phone | 9524045636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 TONKAWA ROAD | AddressLine1Txt |
| City | LONG LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55356 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C DAVID NELSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9524045636 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW BUCKNEBERG | PreparerPersonNm |
| PTIN | P01253775 | PTIN |
| Phone | 7637622214 | PhoneNum |
| Preparation | 2020-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.59.42.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 41683920201365000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 13903843E5CF798121052E59C8EDC1D4DE03165C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 13903843E5CF798121052E59C8EDC1D4DE03165C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $886,066 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $499,946 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $374,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $492,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $374,749 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $891,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $390,956 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $527 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,477 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $292 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $332,684 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $332,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $332,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $551,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $390,101 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,277 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,277 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $567,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $746,789 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $746,789 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $577,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $886,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $886,066 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $577,667 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $886,066 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $577,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $886,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $577,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $886,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $577,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $551,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $114,502 | OtherIncreasesAmt |
| Subtotal | $1,243,928 | SubtotalAmt |
| Other Decreases | $357,862 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $886,066 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | 2011-01-01 | 2019-06-17 | $488,166 | $117,951 | $370,215 | $370,215 |
| CAPITAL GAIN DIVIDENDS | P | $4,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $374,749 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $301,108 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $647,639 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.464932 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $325,421 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $566,580 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.57436 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $276,762 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $655,067 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.422494 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $295,391 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $786,690 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.375486 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $136,246 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $545,751 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.249649 | DistributionYr5Rt |
| Total Distribution | 2.086921 | TotalDistributionRt |
| Average Distribution | 0.417384 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $853,747 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $356,340 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,901 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $360,241 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $332,709 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,802 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,802 | SubtotalAmt |
| Tax Based On Investment Income | $7,802 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1,803 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONKAWA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9524045600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 CARLSON PARKWAY SUITE 110 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55447 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DIANA NELSON | ||||||||
| 550 TONKAWA ROAD | LONG LAKE | MN | 55356 | TRUSTEE, TREASURER | 1.0 | $0 | $0 | $0 |
| WENDY M NELSON | ||||||||
| 550 TONKAWA ROAD | LONG LAKE | MN | 55356 | TRUSTEE, PRESIDENT | 1.0 | $0 | $0 | $0 |
| C DAVID NELSON | ||||||||
| 550 TONKAWA ROAD | LONG LAKE | MN | 55356 | TRUSTEE, SECRETARY | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $673,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,030 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $866,748 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $866,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $853,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,802 | TotalTaxAmt |
| Distributable Before Adj | $34,885 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,885 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $332,709 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $332,709 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $332,709 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $110,938 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $263,790 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $244,297 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $297,816 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $270,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,187,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $332,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $34,885 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $297,824 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,484,961 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $110,938 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,374,023 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $263,790 | ExcessFromYear4Amt |
| Excess From Year3 | $244,297 | ExcessFromYear3Amt |
| Excess From Year2 | $297,816 | ExcessFromYear2Amt |
| Excess From Year1 | $270,296 | ExcessFromYear1Amt |
| Excess From Current Year | $297,824 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WENDY NELSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHILDREN'S THEATRE COMPANY | ||||||||
| 2400 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| GRAND TETON NATIONAL PARK FOUNDATION | ||||||||
| PO BOX 249 | MOOSE | WY | 83012 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| INNER CITY TENNIS | ||||||||
| 4005 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55409 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MILKWEED EDITIONS INC | ||||||||
| 1011 WASHINGTON AVENUE SOUTH SUITE | MINNEAPOLIS | MN | 55415 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | KELLOGG ANNUAL FUND | $10,005 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| 1899 HEMPSTEAD TURNPIKE SUITE 400 | EAST MEADOW | NY | 11554 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| HIGHPOINT CENTER FOR PRINTMAKING | ||||||||
| 912 W LAKE STREET | MINNEAPOLIS | MN | 55408 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SCIENCE MUSEUM OF MINNESOTA | ||||||||
| 120 WEST KELLOGG BOULEVARD | ST PAUL | MN | 55102 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE ADVOCATES FOR HUMAN RIGHTS | ||||||||
| 330 SECOND AVENUE SOUTH SUITE 800 | MINNEAPOLIS | MN | 55401 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CHILDREN'S HEALTH CARE FOUNDATION | ||||||||
| 5901 LINCOLN DRIVE | EDINA | MN | 55436 | NONE | PC | URGENT NEEDS PROGRAM | $1,000 | MAILSTOP CBC-3-FOUN |
| GUTHRIE THEATER | ||||||||
| 818 S 2ND STREET | MINNEAPOLIS | MN | 55415 | NONE | PC | GENERAL OPERATING SUPPORT | $24,769 | |
| FAIRVOTE MINNESOTA FOUNDATION | ||||||||
| 550 VANDALIA ST STE 210 | ST PAUL | MN | 55114 | NONE | PC | GENERAL OPERATING SUPPORT | $15,172 | |
| PLANNED PARENTHOOD OF MNSD | ||||||||
| 671 VANDALIA STREET | ST PAUL | MN | 55114 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| PROJECT SUCCESS | ||||||||
| ONE GROVELAND TERRACE SUITE 300 | MINNEAPOLIS | MN | 554031173 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | STUDENT ENRICHMENT SERVICES GIFT FUND | $1,000 | |
| POSITIVE COACHING ALLIANCE - MN | ||||||||
| 7900 INTERNATIONAL DRIVE SUITE 300 | BLOOMINGTON | MN | 55425 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| POSITIVE COACHING ALLIANCE - NATIONAL | ||||||||
| 1001 N RENGSTORFF SUITE 100 | MOUNTAIN VIEW | CA | 940431766 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE LINK | ||||||||
| 1210 GLENWOOD AVE | MINNEAPOLIS | MN | 55405 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| WOMEN'S FOUNDATION OF MINNESOTA | ||||||||
| 105 FIFTH AVENUE SOUTH STE 300 | MINNEAPOLIS | MN | 554016050 | NONE | PC | YOUNG WOMEN'S INITIATIVE | $100,000 | |
| ALIA | ||||||||
| 1000 UNIVERSITY AVENUE WEST SUITE | ST PAUL | MN | 55104 | NONE | PC | KNOWLEDGE TOOLKIT | $50,000 | |
| PLAYWRIGHTS' CENTER | ||||||||
| 2301 EAST FRANKLIN AVENUE | MINNEAPOLIS | MN | 55406 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| GROVES ACADEMY | ||||||||
| 3200 HIGHWAY 100 S | ST LOUIS PARK | MN | 55416 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | WOMEN'S BOARD SCHOLARSHIPS | $100 | |
| BRECK SCHOOL | ||||||||
| 123 OTTAWA AVE N | MINNEAPOLIS | MN | 55422 | NONE | PC | GENERAL OPERATING SUPPORT | $14,911 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | WOMEN'S VARSITY TENNIS | $1,000 | |
| WOMEN'S FOUNDATION OF MINNESOTA | ||||||||
| 105 FIFTH AVENUE SOUTH SUITE 300 | MINNEAPOLIS | MN | 55401 | NONE | PC | YOUNG WOMEN'S INITIATIVE | $29,333 | |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||
| 1640 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 200363200 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| MCNAMARA ALUMNI CENTER | MINNEAPOLIS | MN | 554552010 | NONE | PC | CARLSON SCHOOL OF MANAGEMENT DEAN'S EXCELLENCE FUND | $8,017 | |
| GREENLIGHT FUND | ||||||||
| 120 SAINT JAMES AVENUE 6TH FLOOR | BOSTON | MA | 02116 | NONE | PC | GREENLIGHT TWIN CITIES LAUNCH | $24,829 | |
| HARVARD UNIVERSITY | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | RALPH AND EDNA NELSON SCHOLARSHIP FUND | $15,048 | |
| MONROVIA FOOTBALL ACADEMY | ||||||||
| 39 SAXON WOODS | AVON | CT | 06001 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $332,684 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $374,749 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $391,562 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $391,562 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WENDY NELSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 CARLSON PARKWAY SUITE 110 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $499,946 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,320 SHARES CSII | NoncashPropertyDesc |
| Fair Market Value | $499,946 | FairMarketValueAmt |
| Received | 2019-05-08 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE INDEX | $39,442 | $39,442 |
| VANGUARD FTSE ALL WORLD INDEX | $71,488 | $71,488 |
| SIT US GOVT SECURITIES FUND | $20,457 | $20,457 |
| VANGUARD TOTAL STOCK MKT ETF | $198,962 | $198,962 |
| ISHARES CORE TOTAL US BOND MKT | $35,621 | $35,621 |
| ISHARES S&P MIDCAP 400 GROWTH | $77,862 | $77,862 |
| CALAMOS MARKET NEUTRAL INCOME | $30,820 | $30,820 |
| DIAMOND HILL LONG SHORT I | $81,081 | $81,081 |
| DFA COMMODITY STRATEGY | $12,302 | $12,302 |
| S&P DEPOSITORY RECEIPTS | $56,969 | $56,969 |
| SPDR S&P MIDCAP 400 | $17,267 | $17,267 |
| VANGUARD ST INFLATION PROTECT | $14,673 | $14,673 |
| ISHARES IBOXX INV GR CORP BOND | $17,914 | $17,914 |
| WCM FOCUSED INTL GROWTH FUND | $24,341 | $24,341 |
| FRANKLIN K2 ALT STRATEGIES | $47,590 | $47,590 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DECREASE IN UNREALIZED APPRECIATION OF | $357,862 |
| PORTFOLIO ASSETS | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MN ATTORNEY GENERAL FEE | $25 | $25 | |
| MISC BANK FEES | $36 | $36 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED GAIN ON GIFTED ASSETS | Desc |
| Amt | $114,502 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CITIBANK FEES | CategoryTxt |
| Amt | $527 | Amt |
| Net Investment Income | $527 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $6,185 | |
| FOREIGN TAX WITHHOLDING | $292 | $292 |
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