LENFESTEY FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LENFESTEY FAMILY FOUNDATION INC (EIN 39-1748548)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-26
- IRS object ID
- 202512389349100736
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-26T14:03:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 LOMBARDI AVENUE SUITE 200 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391748548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENFESTEY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PRIVATE PHILANTHROPY SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENF | BusinessNameControlTxt |
| Phone | 9204367800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 LOMBARDI AVENUE 200 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES LENFESTEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204367800 | PhoneNum |
| Signature | 2025-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE MULLOY | PreparerPersonNm |
| PTIN | P01241748 | PTIN |
| Phone | 9204367800 | PhoneNum |
| Preparation | 2025-08-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,944,549 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $558 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $558 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,242 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $734,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,663 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $184,498 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,498 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,833 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,417 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,416 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,117 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,117 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,822 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,586 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,533 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,358 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,533 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,495 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $459,515 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $691,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $691,448 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $100 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,906,532 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,600,839 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,253,101 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,366,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,292,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,944,549 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,366,147 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,292,287 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,366,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,292,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,366,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,292,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,366,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,292,287 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,292,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $734,251 | GrossSalesPriceAmt |
| Cost Or Other Basis | $594,588 | CostOrOtherBasisAmt |
| Gain Or Loss | $139,663 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $139,663 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,663 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,328 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,328 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $99 | EsPenaltyAmt |
| Tax Due | $2,427 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | 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 | JAMES LENFESTEY | IndividualWithBooksNm |
| Phone | 6128251050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 W 48TH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JAMES LENFESTEY | ||||||||
| 318 W 48TH STREET | MINNEAPOLIS | MN | 55419 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SUSAN LENFESTEY | ||||||||
| 318 W 48TH STREET | MINNEAPOLIS | MN | 55419 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DORA LENFESTEY | ||||||||
| 318 W 48TH STREET | MINNEAPOLIS | MN | 55419 | VP/SEC | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,356,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $557,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,914,033 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,914,033 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,870,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,328 | TotalTaxAmt |
| Distributable Before Adj | $141,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $141,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $141,188 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,533 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $239,533 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $48,866 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $216,318 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $265,184 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $239,533 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $98,345 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $363,529 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $363,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $48,866 | ExcessFromYear2Amt |
| Excess From Year1 | $216,318 | ExcessFromYear1Amt |
| Excess From Current Year | $98,345 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES LENFESTEY | ContributingManagerNm |
| Contributing Manager | SUSAN LENFESTEY | ContributingManagerNm |
| Contributing Manager | DORA LENFESTEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRIVATE PHILANTHROPY SERVICES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 W 48TH ST | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6128251050 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN | |||||||
| 2115 STEVENS AVE | MINNEAPOLIS | MN | 55404 | N/A | PC | SCHOLARSHIP LEGACY FUND | $1,000 |
| ANDERSON CENTER FOR INTERDISCIPLINARY STUDIES | |||||||
| PO BOX 406 | RED WING | MN | 55066 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| BLACK MESA TRUST | |||||||
| PO BOX 33 | KYKOTZMOVI VILLAGE | AZ | 86039 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| COFFEE HOUSE PRESS | |||||||
| 79 13TH AVE NE SUITE 110 | MINNEAPOLIS | MN | 55413 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| CONGREGATIONS CARING FOR CREATION DBA MINNESOTA INTERFAITH POWER AND LIGHT | |||||||
| 4407 E LAKE ST | MINNEAPOLIS | MN | 55406 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 98051 | WASHINGTON | DC | 200778051 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| ESPANOLA VALLEY HUMANE SOCIETY | |||||||
| 108 HAMM PARKWAY | ESPANOLA | NM | 87532 | N/A | PC | NEW SPAY/NEUTER FACILITY | $5,000 |
| FLOW (FOR LOVE OF WATER) | |||||||
| 440 WEST FRONT ST SUITE 100 | TRAVERSE CITY | MI | 49684 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| FRESH ENERGY | |||||||
| 408 SAINT PETER STREET SUITE 350 | ST PAUL | MN | 55102 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| GUTHRIE THEATER FOUNDATION | |||||||
| 818 S SECOND ST | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| GUTHRIE THEATER FOUNDATION | |||||||
| 818 S SECOND ST | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| HEALTH PROFESSIONALS FOR A HEALTHY CLIMATE | |||||||
| 46378 GOVERNMENT ROAD | HINCKLEY | MN | 55037 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| HILL & LAKE PRESS INC | |||||||
| PO BOX 50052 | MINNEAPOLIS | MN | 55045 | N/A | PC | GENERAL OPERATIONS | $6,000 |
| HILL & LAKE PRESS INC | |||||||
| PO BOX 50052 | MINNEAPOLIS | MN | 55405 | N/A | PC | GENERAL OPERATIONS | $4,000 |
| JANET S MUNT FAMILY ROOM | |||||||
| 20 ALLEN ST | BURLINGTON | VT | 05401 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| KITCHEN ANGELS | |||||||
| 1222 SILER RD | SANTE FE | NM | 87507 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| KNKX RADIO | |||||||
| 930 BROADWAY | TACOMA | WA | 98402 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| LEAGUE OF WOMEN VOTERS OF SEATTLE KING COUNTY EDUCATION FUND | |||||||
| 1511 3RD AVE SUITE 900 | SEATTLE | WA | 98101 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| LENSIC PERFORMING ARTS CENTER | |||||||
| 211 W SAN FRANCISCO ST | SANTA FE | NM | 87501 | N/A | PC | GREENING/WASTE REDUCTION | $3,000 |
| MACKINAC ARTS COUNCIL | |||||||
| PO BOX 1363 | MACKINAC ISLAND | MI | 49757 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MACKINAC ISLAND COMMUNITY FOUNDATION | |||||||
| PO BOX 933 | MACKINAC ISLAND | MI | 49757 | N/A | PC | GENERAL OPERATIONS | $8,000 |
| MICHIGAN ENVIRONMENTAL COUNCIL | |||||||
| 602 W IONIA ST | LANSING | MI | 48933 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MINNEAPOLIS CLIMATE ACTION | |||||||
| 1200 PLYMOUTH AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| MINNEAPOLIS PARKS FOUNDATION | |||||||
| 4800 MINNEHAHA AVE | MINNEAPOLIS | MN | 55417 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MINNESOTA CENTER FOR BOOK ARTS | |||||||
| 1011 WASHINGTON AVE S SUITE 100 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $4,000 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | ST PAUL | MN | 55101 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| MINNPOST | |||||||
| PO BOX 18438 | MINNEAPOLIS | MN | 55418 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | N/A | PC | GENERAL OPERATIONS | $3,500 |
| NURSE FAMILY PARTNERSHIP | |||||||
| 1801 CALIFORNIA STREET SUITE 2400 | DENVER | CO | 80202 | N/A | PC | GENERAL OPERATIONS | $6,000 |
| PLYMOUTH CHRISTIAN YOUTH CENTERCAPRI THEATRE | |||||||
| 2210 OLIVER AVENUE N | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| PLYMOUTH CONGREGATIONAL CHURCH | |||||||
| 1900 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | N/A | PC | THE GREEN FUND | $1,000 |
| PLYMOUTH CONGREGATIONAL CHURCH | |||||||
| 1900 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| PROJECT SUCCESS | |||||||
| 1 GROVELAND TERRACE SUITE 300 | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| RAIN TAXI INC | |||||||
| PO BOX 3840 | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| RED DRAGONFLY PRESS | |||||||
| PO BOX 98051 | NORTHFIELD | MN | 55057 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| RESILIENT CITIES AND COMMUNITIES | |||||||
| 2801 21ST AVE S SUITE 100 | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| SANIBEL CAPTIVA CONSERVATION FOUNDATION | |||||||
| PO BOX 839 | SANIBEL | FL | 33957 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| SOUTHWEST SHAKESPEARE COMPANY | |||||||
| 55 E MAIN ST | MESA | AZ | 85201 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| SPRINGBOARD FOR THE ARTS | |||||||
| 262 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55103 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| SUMMIT ACADEMY OIC | |||||||
| 935 OLSON MEMORIAL HWY | MINNEAPOLIS | MN | 55405 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE ADVOCATES FOR HUMAN RIGHTS | |||||||
| 330 2ND AVE SOUTH SUITE 800 | MINNEAPOLIS | MN | 55401 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| THE AMERICAN CHESTNUT FOUNDATION | |||||||
| 50 N MERRIMOM AVE STE 115 | ASHEVILLE | NC | 28804 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE CENTER FOR INTERNATIONAL EDUCATION | |||||||
| 743 FILLMORE ST NE | MINNEAPOLIS | MN | 55413 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | |||||||
| 4 VANDERBILT PARK DR STE 300 | ASHEVILLE | NC | 28803 | N/A | PC | EMERGENCY AND DISASTER RESPONSE FUND | $10,000 |
| THE GOOD ACRE | |||||||
| 1790 LARPENTEUR AVE W | ST PAUL | MN | 55113 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE LOFT LITERARY CENTER | |||||||
| 1011 WASHINGTON AVE S STE 200 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| THE MOVING COMPANY | |||||||
| PO BOX 18305 | MINNEAPOLIS | MN | 55418 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| TREE TRUST | |||||||
| 1419 ENERGY PARK DRIVE | ST PAUL | MN | 55108 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| TWIN CITIES PUBLIC TELEVISION | |||||||
| 172 4TH ST E | ST PAUL | MN | 55101 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| UKRAINIAN AMERICAN COMMUNITY CENTER | |||||||
| 301 MAIN ST NE | MINNEAPOLIS | MN | 55413 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| UKRAINIAN AMERICAN COMMUNITY CENTER | |||||||
| 301 MAIN ST NE | MINNEAPOLIS | MN | 55413 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| PO BOX 860266 | MINNEAPOLIS | MN | 554860266 | N/A | PC | SPIVAK BEE INNOVATION FUND | $1,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| PO BOX 860266 | MINNEAPOLIS | MN | 554860266 | N/A | PC | UNIVERSITY LIBRARIES AND SCHOLARSHIPS | $2,000 |
| VALENCIA ELEMENTARY HOME AND SCHOOL CLUB | |||||||
| PO BOX 2277 | APTOS | CA | 95001 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| WOMANS CLUB OF MINNEAPOLIS | |||||||
| 410 OAK GROVE STREET | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| WOMANS CLUB OF MINNEAPOLIS | |||||||
| 410 OAK GROVE STREET | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| MINNESOTA MEDIA ARTS | |||||||
| 17 MELBOURNE AVE SE | MINNEAPOLIS | MN | 55414 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $558 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,242 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,663 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NSF FEE RETURNED | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $35 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $184,498 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,498 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,833 | Amt |
| Net Investment Income | $1,417 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,416 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST | $242,022 | $453,461 |
| ISHARES CORE S&P MID CAP | $226,050 | $302,951 |
| ISHARES TRUST RUSSELL 2000 ETF | $281,647 | $326,137 |
| SELECT SECTOR INDUSTRIAL | $113,149 | $138,480 |
| VANGUARD TOTAL STOCK | $98,782 | $113,026 |
| VANGUARD ESG US STK ETF | $639,189 | $919,046 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FEES - SCHWAB | Desc |
| Revenue And Expenses Per Books | $15,586 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,586 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NSF FEE RETURNED | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRIVATE PHILANTHROPY SERVICE | CategoryTxt |
| Amt | $8,117 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,117 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,822 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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