JOHN AND MARGIE WIEHOFF FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND MARGIE WIEHOFF FOUNDATION (EIN 20-5412977)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-03
- IRS object ID
- 202003089349101005
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees 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 | 2020-11-03T12:09:05-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410223337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSEY & WHITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 S 6TH ST STE 1500 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 205412977 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND MARGIE WIEHOFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6123438278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CLAIRE TOPP 50 S 6TH ST NO 1 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554021498 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN P WIEHOFF | PersonNm |
| Person Title | SECRETARY, TREASURER | PersonTitleTxt |
| Phone | 6123438278 | PhoneNum |
| Signature | 2020-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEAN D BARR | PreparerPersonNm |
| PTIN | P00005626 | PTIN |
| Phone | 6123402600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 170.112.1.240 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-01 | IPDt |
| IP Tm | 15:49:37 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 76EB8A8CDBD6FDE83565A0F753D00DEBB1B29B6E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,944,664 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $825,800 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $299,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $299,804 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,122,353 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,122,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,122,353 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,247,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,422,157 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,753 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,921 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $176 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $151 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $600,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $600,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $710,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $600,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,537,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,336,085 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $484,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $691,230 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $691,230 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,723,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,981,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,348,808 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,558,619 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,813,866 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,904,626 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,767,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,486,952 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,944,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,767,522 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,486,952 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,767,522 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,486,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,767,522 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,486,952 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,767,522 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,537,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $531 | OtherIncreasesAmt |
| Subtotal | $11,305,352 | SubtotalAmt |
| Other Decreases | $818,400 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,486,952 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $831,604 | $831,604 | $831,604 |
| PUBLICLY TRADED SECURITIES | P | $290,749 | $290,749 | $290,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,122,353 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $524,122 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,102,732 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043306 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $464,141 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,957,024 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042360 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $384,926 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,057,332 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038273 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $321,065 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,068,630 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039792 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $201,225 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,233,789 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027817 | DistributionYr5Rt |
| Total Distribution | 0.191548 | TotalDistributionRt |
| Average Distribution | 0.038310 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,482,179 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $516,502 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,361 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $529,863 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $600,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $13,361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,084 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,084 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $723 | OverpaymentAmt |
| Applied To ES Tax | $723 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DORSEY WHITNEY TRUST COMPANY LLC | IndividualWithBooksNm |
| Phone | 6053366832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST EIGTH STREET SUITE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57103 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET G WIEHOFF | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| JOHN P WIEHOFF | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | SECRETARY, TREASURER | 0.25 | $0 | $0 | $0 |
| THERESA J WARMING | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MICHELLE A WIEHOFF | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| RACHEL M MORIN | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | DIRECTOR | 0.25 | $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 | $12,896,824 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $790,667 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,687,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,687,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $205,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,482,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $674,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $674,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,361 | TotalTaxAmt |
| Distributable Before Adj | $660,748 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $660,748 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $660,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $600,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $600,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,361 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $586,664 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $660,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $589,535 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $600,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $589,535 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,490 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $650,258 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGARET G WIEHOFF | ContributingManagerNm |
| Contributing Manager | JOHN P WIEHOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ARM IN ARM IN AFRICA | ||||||||
| 1899 WEST PINEHURST AVENUE ATTN RON | ELDRED | ST PAUL | MN | 55116 | N/A | PUBLIC CHARITY | FUNDING FOR MISSION FOR QUARTERLY DISTRIBUTION OF FOOD PARCELS | $5,000 |
| BRIDGING | ||||||||
| 201 WEST 87TH STREET | BLOOMINGTON | MN | 55420 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 | |
| CATHOLIC CHARITIES OF ST PAUL AND MINNEAPOLIS | ||||||||
| 1200 2ND AVE S | MINNEAPOLIS | MN | 55403 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $25,000 | |
| CHILDREN'S CANCER RESEARCH FUND | ||||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | N/A | PUBLIC CHARITY | FUNDRAISER FOR ZACHARY Z. MERTZ, IN MEMORY OF MADDISON MERTZ | $25,000 | |
| COURAGE KENNY FOUNDATION | ||||||||
| 3915 GOLDEN VALLEY RD | MINNEAPOLIS | MN | 55422 | N/A | PUBLIC CHARITY | SPORTS & RECREATION PROGRAMS AT GOLDEN VALLEY SITE | $25,000 | |
| CRESCENT COVE | ||||||||
| 3440 BELTLINE BLVD SUITE 201 | ST LOUIS PARK | MN | 55416 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 | |
| HOLY FAMILY CATHOLIC HIGH SCHOOL | ||||||||
| 8101 KOCHIA LANE | VICTORIA | MN | 55386 | N/A | PUBLIC CHARITY | FUNDING FOR DEBT SERVICES | $5,000 | |
| JEREMIAH PROGRAM | ||||||||
| 1510 LAUREL AVENUE SUITE 100 | MINNEAPOLIS | MN | 55403 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $20,000 | |
| MAKE-A-WISH FOUNDATION OF MINNESOTA | ||||||||
| 1919 UNIVERSITY AVENUE W SUITE 415 | ST PAUL | MN | 55104 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $20,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PUBLIC CHARITY | MELANOMA RESEARCH PROGRAM | $20,000 | |
| MEALS ON WHEELS - SOUTH SHORE | ||||||||
| 301 COUNTRY ROAD 19 | EXCELSIOR | MN | 55331 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 | |
| OPEN HANDS FOUNDATION | ||||||||
| 3121 WESTWOOD DRIVE | EXCELSIOR | MN | 55331 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 | |
| PRODEO ACADEMY | ||||||||
| 620 OLSON MEMORIAL HIGHWAY | MINNEAPOLIS | MN | 55411 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 | |
| PROJECT FOR PRIDE IN LIVING INC | ||||||||
| 1035 E FRANKLIN AVENUE ATTNTERRESA | HATFIELD | MINNEAPOLIS | MN | 55404 | N/A | PUBLIC CHARITY | FUNDING FOR MISSION | $5,000 |
| SECOND HARVEST HEARTLAND | ||||||||
| 1140 GERVAIS AVENUE | ST PAUL | MN | 55109 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $25,000 | |
| ST HUBERT'S CATHOLIC COMMUNITY | ||||||||
| 8201 MAIN STREET | CHANHASSEN | MN | 55317 | N/A | PUBLIC CHARITY | FUNDING FOR DEBT SERVICES | $10,000 | |
| ST JOHN'S UNIVERSITY | ||||||||
| PO BOX 7222 | COLLEGEVILLE | MN | 56321 | N/A | PUBLIC CHARITY | FUNDING FOR THE JOHN AND MARGIE WIEHOFF ENDOWED SCHOLARSHIP FUND | $45,000 | |
| ST JOHN'S UNIVERSITY | ||||||||
| PO BOX 7222 | COLLEGEVILLE | MN | 56321 | N/A | PUBLIC CHARITY | SJU STUDENT FUND FELLOWS SOCIETY | $5,000 | |
| THE ALS ASSOCIATION MN CHAPTER | ||||||||
| 1919 UNIVERSITY AVENUE W SUITE 175 | ST PAUL | MN | 55104 | N/A | PUBLIC CHARITY | FUNDING FOR RESPITE CARE PROGRAM | $50,000 | |
| THE ALS ASSOCIATION MN CHAPTER | ||||||||
| 1919 UNIVERSITY AVENUE W SUITE 175 | ST PAUL | MN | 55104 | N/A | PUBLIC CHARITY | FUNDING FOR JACK NORTON FAMILY RESPITE PROGRAM | $40,000 | |
| THE ALS ASSOCIATION MN CHAPTER | ||||||||
| 1919 UNIVERSITY AVENUE W SUITE 175 | ST PAUL | MN | 55104 | N/A | PUBLIC CHARITY | FUNDING FOR RESEARCH | $10,000 | |
| THE COLLEGE OF ST BENEDICT | ||||||||
| 37 SOUTH COLLEGE AVENUE | ST JOSEPH | MN | 56374 | N/A | PUBLIC CHARITY | FUNDING FOR THE BASKETBALL PROGRAM | $10,000 | |
| THE COLLEGE OF ST BENEDICT | ||||||||
| 37 SOUTH COLLEGE AVENUE | ST JOSEPH | MN | 56374 | N/A | PUBLIC CHARITY | MARGARET & JOHN WIEHOFF SCHOLARSHIP ENDOWMENT | $40,000 | |
| THE COLLEGE OF ST BENEDICT | ||||||||
| 37 SOUTH COLLEGE AVENUE | ST JOSEPH | MN | 56374 | N/A | PUBLIC CHARITY | MARGARET & JOHN WIEHOFF SCHOLARSHIP ENDOWMENT | $100,000 | |
| THE LIFT GARAGE | ||||||||
| PO BOX 6992 | MINNEAPOLIS | MN | 55406 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 | |
| THE SHERIDAN STORY | ||||||||
| 2723 PATTON RD | ROSEVILLE | MN | 55113 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 | |
| VICTORIA ELEMENTARY PTO | ||||||||
| 930 RED FOX DRIVE | VICTORIA | MN | 55386 | N/A | PUBLIC CHARITY | FUNDING FOR CLASS FIELD TRIPS, BRAVO MUSIC PROGRAM, AND ANY OTHER PROGRAMS OF SIMILARITY (SUCH AS: ART ADVENTURE, VES GARDEN, AND SPECIAL PROJECTS FOR ART, GYM OR MEDIA | $10,000 | |
| WESTONKA FOOD SHELF | ||||||||
| 2385 COMMERCE BLVD | MOUND | MN | 55364 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 | |
| YOUTH FRONTIERS INC | ||||||||
| 5215 EDINA INDUSTRIAL BLVD 400 | MINNEAPOLIS | MN | 55439 | N/A | PUBLIC CHARITY | RETREATS FOR THE MOUND WESTONKA MIDDLE SCHOOL, VICTORIA ELEMENTARY SCHOOL AND OTHER SCHOOLS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $600,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $299,804 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,122,353 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,422,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,422,157 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN AND MARGIE WIEHOFF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27820 ISLAND VIEW ROAD | AddressLine1Txt |
| City | SHOREWOOD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $825,800 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHARES OF CH ROBINSON STOCK | NoncashPropertyDesc |
| Fair Market Value | $825,800 | FairMarketValueAmt |
| Received | 2019-08-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DORSEY & WHITNEY LLP | CategoryTxt |
| Amt | $3,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFFIL MANAGERS | $99,162 | $104,536 |
| ALLSTATE CORP | $150,900 | $155,788 |
| AT&T INC | $99,844 | $106,376 |
| BANK OF AMER CRP MTN | $100,821 | $107,108 |
| BANK OF NY MTN | $100,230 | $100,318 |
| BECTON DICKINSON | $100,326 | $100,937 |
| CITIGROUP INC | $151,438 | $159,995 |
| CME GROUP INC | $150,431 | $154,422 |
| COMCAST CORP | $100,241 | $104,840 |
| DR PEPPER SNAPPLE | $100,633 | $104,214 |
| GOLDMAN SACHS GROUP | $150,712 | $158,778 |
| INTEL CORP | $151,382 | $158,796 |
| JPMORGAN CHASE & CO | $100,210 | $104,364 |
| MEDTRONIC INC | $95,477 | $102,340 |
| MORGAN STANLEY MTN | $151,783 | $159,345 |
| NATL RURAL UTIL MTN | $150,000 | $150,786 |
| SYSCO CORP | $100,376 | $104,812 |
| VERIZON COMM INC | $100,141 | $101,341 |
| WALT DISNEY CO MTN | $151,119 | $152,361 |
| PRICELINE GROUP INC | $155,327 | $159,846 |
| GATX CORP | $102,734 | $103,095 |
| PPG INDUSTRIES | $101,320 | $100,795 |
| ANTHEM INC | $149,259 | $149,433 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $324,458 | $467,513 |
| ABBOTT LABS | $86,663 | $191,092 |
| ALPHABET INC CL C | $485,017 | $635,084 |
| AMERICAN EXPRESS CO | $138,420 | $211,633 |
| ASSOCIATED BANC CORP | $106,431 | $141,056 |
| BADGER METER INC | $33,000 | $77,916 |
| BAXTER INTERNATIONAL INC | $8,150 | $29,267 |
| BIO-TECHNE CORP | $134,824 | $296,338 |
| CHARLES SCHWAB CORP | $84,232 | $80,852 |
| CORESITE REALTY CORP REIT | $178,905 | $190,604 |
| CORNING INC | $99,755 | $139,728 |
| DISNEY WALT CO | $132,881 | $376,038 |
| ECOLAB INC COM | $254,331 | $627,217 |
| ELI LILLY & CO | $109,399 | $175,985 |
| EXXON MOBIL CORP | $145,658 | $108,159 |
| FASTENAL CO | $114,489 | $280,820 |
| FISERV INC | $33,365 | $323,764 |
| FULLER H B CO | $163,293 | $206,280 |
| GENERAC HOLDINGS | $55,372 | $130,767 |
| GENERAL MLS INC | $97,980 | $155,324 |
| GRACO INC | $108,766 | $338,000 |
| GREAT WESTERN BANCORP INC | $113,519 | $104,220 |
| HONEYWELL INTERNATIONAL INC | $147,537 | $433,650 |
| HORMEL FOODS CORP | $209,218 | $333,814 |
| JOHNSON & JOHNSON | $215,083 | $393,849 |
| LITTELFUSE INC | $148,284 | $153,040 |
| MEDTRONIC PLC | $302,938 | $453,800 |
| MICROSOFT CORP | $266,194 | $378,480 |
| NVE CORP | $62,862 | $64,260 |
| NVENT ELECTRIC PLC | $92,175 | $127,900 |
| PENTAIR PLC | $44,129 | $91,740 |
| PFIZER INC | $163,098 | $203,736 |
| PRINCIPAL FINANCIAL GROUP | $155,809 | $231,000 |
| QUALCOMM INC | $81,697 | $141,168 |
| ROCHE HLDG LTD SPONS ADR | $288,987 | $359,841 |
| TARGET CORP | $35,170 | $89,747 |
| TENNANT CO | $161,100 | $179,216 |
| TORO CO | $171,584 | $334,614 |
| UNITEDHEALTH GROUP INC COM | $266,340 | $440,970 |
| US BANCORP | $334,081 | $572,149 |
| VISA INC | $95,435 | $131,530 |
| WELLS FARGO & CO | $114,027 | $204,440 |
| ZIMMER BIOMET HOLDINGS INC | $176,722 | $246,972 |
| DIGI INTERNATIONAL INC | $25,158 | $33,668 |
| ELANCO ANIMAL HEALTH INC | $44,403 | $57,428 |
| MOTOROLA SOLUTIONS INC | $117,180 | $112,798 |
| NVIDIA CORP | $155,338 | $223,535 |
| CORE LABORATORIES NV | $98,399 | $67,806 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DORSEY & WHITNEY LLP | CategoryTxt |
| Legal Fees | $3,753 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK BASIS ADJ (DONOR BASIS VS. FMV) | Desc |
| Amt | $818,400 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MN ATTORNEY GENERAL | $25 | $0 | $25 |
| OTHER INVESTMENT EXPENSES | $151 | $151 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR BASIS ADJUSTMENTS ON CORPORATE BONDS | Desc |
| Amt | $531 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DORSEY & WHITNEY TRUST COMPANY LLC | CategoryTxt |
| Amt | $87,675 | Amt |
| Net Investment Income | $85,921 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $12,500 | $0 | $0 |
| FOREIGN TAXES | $3,104 | $0 | $0 |
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