MARBROOK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARBROOK FOUNDATION (EIN 41-6019899)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349105316
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:57:49-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411373234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAWMILL PRIVATE MANAGEMENT INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 730 BLDG 730 2ND AVE S | 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 | 416019899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARBROOK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARB | BusinessNameControlTxt |
| Phone | 6127521783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 2ND AVE S STE 1400 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARKELL KIEFER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6127521783 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAIL LUST | PreparerPersonNm |
| PTIN | P00321529 | PTIN |
| Phone | 6127521770 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.165.242.29 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 18:20:24 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5BA42A37B982F1A8E7F598D2D94E6168FC760337 | 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 | $18,049,507 | 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 |
| Dividends Rev And Expnss | $323,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $410,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,216,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $410,246 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,426 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,426 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $759,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $759,130 | 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 |
| Other Prof Fees Rev And Expnss | $181,592 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,357 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $93,235 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,306 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,306 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,665 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,024 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,433 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $289,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $151,668 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $663,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $663,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $953,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $815,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$193,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $643,443 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $704,251 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,022,120 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,022,120 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,937,769 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,050,616 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,068,745 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,591,005 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,962,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,004,089 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,023,560 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,026,959 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $954,553 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,256,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,062,652 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,049,507 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,256,585 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,062,652 | 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 | $14,256,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,062,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,256,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,062,652 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,256,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$193,933 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,062,652 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,062,652 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TRUST COMPASS | P | $26,578 | $14,864 | $11,714 | $11,714 |
| RIVERBRIDGE | P | $20,176 | $31,021 | -$10,845 | -$10,845 |
| SCHWAB-ULLAND | P | $1,062,439 | $1,045,084 | $17,355 | $17,355 |
| STCGC | P | $19,782 | -$19,782 | -$19,782 | |
| STCIE | P | $2,904 | -$2,904 | -$2,904 | |
| SPELLI | P | $2 | -$2 | -$2 | |
| RIVERBRIDGE | P | $500,460 | $237,256 | $263,204 | $263,204 |
| SCHWAB-ULLAND | P | $182,245 | $194,910 | -$12,665 | -$12,665 |
| CAP GAIN DISTRIBUTIONS | P | $20,993 | $20,993 | $20,993 | |
| US TRUST COMPASS | P | $300,881 | $260,305 | $40,576 | $40,576 |
| STCIE | P | $50,954 | $50,954 | $50,954 | |
| SPELLI | P | $51,708 | $51,708 | $51,708 | |
| 1231 | P | $60 | -$60 | -$60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $410,246 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,157,593 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,415,199 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066470 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $618,112 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,547,065 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037355 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $929,324 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,798,917 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058822 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $921,578 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,349,621 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056367 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $981,714 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,280,936 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060298 | DistributionYr5Rt |
| Total Distribution | 0.279312 | TotalDistributionRt |
| Average Distribution | 0.055862 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,261,557 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $964,265 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,434 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $970,699 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $815,168 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,869 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,869 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,994 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,494 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,625 | OverpaymentAmt |
| Applied To ES Tax | $6,625 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MARBROOKFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SAWMILL PRIVATE MANAGEMENT INC | IndividualWithBooksNm |
| Phone | 6127521770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 SECOND AVE S STE 1400 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| MARKELL BROOKS | ||||||||
| 730 2ND AVE S STE 1400 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARKELL KIEFER | ||||||||
| 730 2ND AVE S STE 1400 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDWARD BROOKS | ||||||||
| 730 2ND AVE S STE 1400 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHERINE BROOKS | ||||||||
| 730 2ND AVE S STE 1400 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH K BROOKS | ||||||||
| 730 2ND AVE S STE 1400 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM R KING | ||||||||
| 730 2ND AVE S STE 1400 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN E LARSEN | ||||||||
| 730 2ND AVE S STE 1400 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MINNA BROOKS | ||||||||
| 730 2ND AVE S STE 1400 | MINNEAPOLIS | MN | 55402 | EXECUTIVE DIRECTOR | 20.00 | $65,246 | $9,787 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAWMILL PRIVATE MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 SECOND AVE S STE 1400 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FOUNDATION MANAGEMENT/CHARITABLE OVERSIGHT | ServiceTypeTxt |
| Compensation | $93,325 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $16,911,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $612,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,524,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,524,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,261,557 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $863,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $863,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,869 | TotalTaxAmt |
| Distributable Before Adj | $850,209 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $850,209 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $850,209 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $815,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $815,168 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $815,168 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $850,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $180,896 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $121,420 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,786 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $336,361 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $646,463 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $815,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $815,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,041 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,041 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $611,422 | 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 | $145,855 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $465,567 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,420 | ExcessFromYear4Amt |
| Excess From Year3 | $7,786 | ExcessFromYear3Amt |
| Excess From Year1 | $336,361 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARBROOK FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 SECOND AVE S STE 1400 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6127521783 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN PROPOSAL WITH DESCRIPTION OF OBJECTIVES, BUDGET, METHOD OF EVALUATION, AND EVIDENCE OF CHARITABLE EXEMPTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY RESTRICTED TO THE MINNEAPOLIS-ST PAUL AREA WITH PRIMARY EMPHASIS ON INITIATIVES THAT CREATE EQUAL OPPORTUNITY FOR IMMIGRANTS AND REFUGEES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANANYA DANCE THEATRE | |||||||||||
| 1197 UNIVERSITY AVE W | ST PAUL | MN | 55104 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| APPETITE FOR CHANGE | |||||||||||
| 1200 WEST BROADWAY AVENUE 180 | MINNEAPOLIS | MN | 55411 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| ARC GREATER TWIN CITIES | |||||||||||
| 2446 UNIVERSITY AVE W | SAINT PAUL | MN | 55114 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $4,500 | ||||
| BANYAN COMMUNITY | |||||||||||
| 2647 BLOOMINGTON AVE | MINNEAPOLIS | MN | 55407 | NONE | PC | CAPITAL CAMPAIGN | $5,000 | ||||
| BRECK SCHOOL | |||||||||||
| 123 OTTAWA AVENUE NORTH | GOLDEN VALLEY | MN | 554225189 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | ||||
| BRIDGES TO COMMUNITY | |||||||||||
| 95 CROTON AVENUE | OSSINING | NY | 10562 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| CAMARGO FOUNDATION | |||||||||||
| 400 SIBLEY ST STE 125 | SAINT PAUL | MN | 55101 | NONE | PF | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| CAPI USA | |||||||||||
| 3702 EAST LAKE STREET | MINNEAPOLIS | MN | 55406 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| CENTER FOR THE VICTIMS OF TORTURE | |||||||||||
| 2356 UNIVERSITY AVENUE WEST | SAINT PAUL | MN | 55114 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $27,000 | ||||
| CHARLOTTESVILLE TOMORROW | |||||||||||
| 100 5TH ST NE | CHARLOTTESVILLE | VA | 22902 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| CIRCUS SMIRKUS | |||||||||||
| 1 CIRCUS ROAD | GREENSBORO | VT | 05841 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| COMMONBOND COMMUNITIES | |||||||||||
| 328 KELLOGG BOULEVARD WEST | SAINT PAUL | MN | 55102 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| COMMUNIDADES LATINAS UNIDAS EN SERVICIO (CLUES) | |||||||||||
| 797 E 7TH STREET | SAINT PAUL | MN | 55106 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| CONSERVATION MINNESOTA | |||||||||||
| 1101 W RIVER PKWY 250 | MINNEAPOLIS | MN | 55415 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $43,000 | ||||
| CORNELL UNIVERSITY | |||||||||||
| 144 EAST AVE | ITHACA | NY | 14853 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| COUNCIL ON AMERICAN-ISLAMIC RELATIONS MN | |||||||||||
| 2511 EAST FRANKLIN AVENUE STE 100 | MINNEAPOLIS | MN | 55406 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | ||||
| CRISTO REY JESUIT HIGH SCHOOL | |||||||||||
| 2924 S 4TH AVE | MINNEAPOLIS | MN | 55408 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | ||||
| DAILY WORK | |||||||||||
| 105 UNIVERSITY AVE W | SAINT PAUL | MN | 55103 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| DAVID SHELDRICK WILDLIFE TRUST | |||||||||||
| 25283 CABOT ROAD STE 101 | LAGUNA HILLS | CA | 92653 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| DESCHUTES LAND TRUST | |||||||||||
| 210 NW IRVING 102 | BEND | OR | 97703 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| EMERGE COMMUNITY DEVELOPMENT | |||||||||||
| 1834 EMERSON AVE N | MINNEAPOLIS | MN | 55411 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | ||||
| FRESH ENERGY | |||||||||||
| 408 ST PETER STREET SUITE 220 | SAINT PAUL | MN | 55102 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $30,000 | ||||
| FRESHWATER | |||||||||||
| 700 SW TAYLOR STREET STE 200 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $25,000 | ||||
| FRIENDS SCHOOL | |||||||||||
| 1365 ENGLEWOOD AVE | SAINT PAUL | MN | 55104 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| HAZELDEN FOUNDATION | |||||||||||
| 1375 ST ANTHONY AVENUE | SAINT PAUL | MN | 55104 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | ||||
| HIAWATHA ACADEMIES | |||||||||||
| 1611 E 46TH ST | MINNEAPOLIS | MN | 55407 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| IMMIGRANT LAW CENTER OF MN | |||||||||||
| 450 N SYNDICATE SUITE 200 | ST PAUL | MN | 55104 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| INTERCAMBIO UNITING COMMUNITIES | |||||||||||
| 4735 WALNUT ST STE B | BOULDER | CO | 80301 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| INTERNATIONAL INSTITUTE OF MINNESOTA | |||||||||||
| 1694 COMO AVENUE | SAINT PAUL | MN | 55108 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| IRAQI AND AMERICAN RECONCILIATION PROJECT | |||||||||||
| 2021 E HENNEPIN AVE STE 200 | MINNEAPOLIS | MN | 55413 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | ||||
| KA JOOG NONPROFIT ORGANIZATION | |||||||||||
| 419 CEDAR AVE SOUTH STE 257 | MINNEAPOLISM | MN | 55454 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| KAHILU THEATRE FOUNDATION | |||||||||||
| PO BOX 549 | KAMUELA | HI | 96743 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| KAREN ORGANIZATION OF MINNESOTA | |||||||||||
| 1394 JACKSON STREET | SAINT PAUL | MN | 55117 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| KHYENTSE FOUNDATION | |||||||||||
| PO BOX 156648 | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | ||||
| LAKE COUNTRY SCHOOL | |||||||||||
| 3755 PLEASANT AVENUE SOUTH | MINNEAPOLIS | MN | 55409 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| LIFETRACK RESOURCES | |||||||||||
| 2218 CENTRAL AVE NE | MINNEAPOLIS | MN | 55418 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $14,000 | ||||
| LOCAL FOOD HUB INC | |||||||||||
| PO BOX 4647 | CHARLOTTESVILLE | VA | 22905 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| LUTHERAN SOCIAL SERVICE OF MN | |||||||||||
| 2485 COMO AVENUE | SAINT PAUL | MN | 55108 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| MICROGRANTS | |||||||||||
| 1035 EAST FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| MINNEAPOLIS HEART INSTITUTE FOUNDATION | |||||||||||
| 920 EAST 28TH STREET | MINNEAPOLIS | MN | 55407 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | ||||
| MINNEAPOLIS INSTITUTE OF ART | |||||||||||
| 2400 3RD AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCACY | |||||||||||
| 26 E EXCHANGE ST 206 | SAINT PAUL | MN | 55101 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $38,000 | ||||
| MINNESOTA MUSEUM OF AMERICAN ART | |||||||||||
| 141 EAST 4TH STREET SUITE 101 | SAINT PAUL | MN | 55101 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| MINNPOST | |||||||||||
| 900 SIXTH AVE SE 220 | MINNEAPOLIS | MN | 55414 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| MN DEPARTMENT OF NATURAL RESOURCES | |||||||||||
| 500 RANDOLPH AVE | ST PAUL | MN | 55102 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| MONTESSORI TRAINING CENTER OF MN | |||||||||||
| 1611 AMES AVE E | ST PAUL | MN | 55106 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | ||||
| MORE MULTICULTURAL SCHOOL FOR EMPOWERMENT | |||||||||||
| 96 E WHEELOCK PARKWAY | SAINT PAUL | MN | 55117 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| NALANDA TRANSLATION COMMITTEE | |||||||||||
| NONE | NC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | 1619 EDWARD STREET | HALIFAX | NOVA SCOTIA | CA | ||||
| NAROPA UNIVERSITY | |||||||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 803026697 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $4,500 | ||||
| NEIGHBORHOOD DEVELOPMENT CENTER | |||||||||||
| 1515 E LAKE ST | MINNEAPOLIS | MN | 55407 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| NONVIOLENT PEACEFORCE | |||||||||||
| 2610 UNIVERSITY AVE WEST | SAINT PAUL | MN | 55114 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | ||||
| ORONO FDN FOR EDUCATION | |||||||||||
| PO BOX 211 | LONG LAKE | MN | 55356 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | ||||
| PARK SQUARE THEATRE | |||||||||||
| 408 SAINT PETER ST STE 110 | ST PAUL | MN | 55102 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $8,500 | ||||
| PHEASANTS FOREVER | |||||||||||
| 1783 BUERKLE CIR | WHITE BEAR LAKE | MN | 55110 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | ||||
| PILLSBURY UNITED COMMUNITIES | |||||||||||
| 125 WEST BROADWAY | MINNEAPOLIS | MN | 55411 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| PLANNED PARENTHOOD MN ND SD | |||||||||||
| 671 VANDALIA ST | SAINT PAUL | MN | 55114 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| PLAYWORKS | |||||||||||
| 380 WASHINGTON STREET | OAKLAND | CA | 94607 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| PROJECT FOR PRIDE IN LIVING | |||||||||||
| 1035 E FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| PROJECT SUCCESS | |||||||||||
| ONE GROVELAND TERRACE | MINNEAPOLIS | MN | 55405 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $19,500 | ||||
| RAGAMALA DANCE COMPANY | |||||||||||
| 711 W LAKE ST 309 | MINNEAPOLIS | MN | 55408 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $11,000 | ||||
| REVIVING SISTERHOOD | |||||||||||
| 1007 WEST BROADWAY AVE | MINNEAPOLIS | MN | 55411 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| ROMERO INSTITUTE | |||||||||||
| 740 FRONT STREET | SANTA CRUZ | CA | 95060 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | ||||
| SENIOR CENTER INC | |||||||||||
| 1180 PEPSI PLACE | CHARLOTTESVILLE | VA | 22901 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| SEVEN WOMEN PHILANTHROPISTS | |||||||||||
| 2529 SCOTTSVILLE RD | CHARLOTTESVILLE | VA | 22902 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| TAIKOARTS MIDWEST | |||||||||||
| 4729 COLUMBUS AVE | MINNEAPOLIS | MN | 55407 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| THE NATURE CONSERVANCY OF MINNESOTA | |||||||||||
| 1101 W RIVER PKWY 200 | MINNEAPOLIS | MN | 55415 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| THE SEEDS PROJECT - WORLD WHEEL | |||||||||||
| 2110 S BASCOM AVE STE 201 | CAMPBELL | CA | 95008 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | ||||
| TIGERLION ARTS | |||||||||||
| 730 SECOND AVENUE SOUTH | MINNEAPOLIS | MN | 55402 | NONE | PF | GENERAL OPERATIONS OF THE ORGANIZATION | $23,500 | ||||
| TU DANCE CENTER | |||||||||||
| 2121 UNIVERSITY AVE W | ST PAUL | MN | 55114 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| TWIN CITIES PBS | |||||||||||
| 172 4TH ST E | ST PAUL | MN | 55101 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| UCLA FOUNDATION | |||||||||||
| 10889 WILSHIRE BOULEVARD STE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | ||||
| UNIVERSITY OF MN MORRIS | |||||||||||
| 600 EAST 4TH STREET | MORRIS | MN | 56267 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | ||||
| UNIVERSITY OF MN COLLEGE OF VET MEDICINE | |||||||||||
| 1365 GORTNER AVENUE | ST PAUL | MN | 55108 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | ||||
| UNIVERSITY OF MN FOUNDATION | |||||||||||
| 200 OAK STREET SOUTHEAST | MINNEAPOLIS | MN | 55455 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $22,500 | ||||
| WALLIN EDUCATION PARTNERS | |||||||||||
| 5200 WILLSON ROAD | MINNEAPOLIS | MN | 55424 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| WILDERNESS INQUIRY INC | |||||||||||
| 808 14TH AVENUE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| WORLD SAVVY | |||||||||||
| 1304 UNIVERSITY AVE NE 305 | MINNEAPOLIS | MN | 55413 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| YALE SCHOOL OF MANAGEMENT | |||||||||||
| 165 WHITNEY AVE | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| YOUTHPRISE | |||||||||||
| 3001 BROADWAY ST NE STE 330 | MINNEAPOLIS | MN | 55413 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | ||||
| ZORONGO FLAMENCO INC | |||||||||||
| 3715 MINNEHAHA AVE STE C | MINNEAPOLIS | MN | 55406 | NONE | PC | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $663,500 | 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 | $323,458 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,426 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $410,246 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $759,130 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $759,130 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Expended By GranteeExpendedByGranteeAmt |
|---|---|---|---|---|---|---|---|---|---|
| TIGERLION ARTS | |||||||||
| 730 SECOND AVE S | MINNEAPOLIS | MN | 55402 | 2019-12-09 | $11,000 | GENERAL SUPPORT OF TIGERLION ART'S BUDDHA PRINCE PROJECT | NONE | TO BE RECEIVED | |
| TIGERLION ARTS | |||||||||
| 730 SECOND AVE S | MINNEAPOLIS | MN | 55402 | 2019-12-12 | $12,500 | SUPPORT FOR TIGERLION ART'S BUDDHA PRINCE PROJECT, NATURE FOR THE NATION, AND GENERAL SUPPORT. | NONE | TO BE RECEIVED | $12,500 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPELL CAPITAL MEZZANINE PTRS | $700,109 | $621,711 |
| SPELL CAPITAL MEZZANINE PTRS II | $326,850 | $332,842 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TCW CONCENTRATED CORE EQUITY | $569,709 | $1,451,991 |
| RIVERBRIDGE SMID | $1,638,338 | $2,762,389 |
| ULLAND - EQUITIES | $284,503 | $292,043 |
| STC GLOBAL CORE EQ LLC | $1,033,946 | $2,569,615 |
| SAWMILL TRUST CO INTL EQUITY PTRS | $1,668,330 | $1,922,405 |
| ULLAND - CORP OBLIGATIONS | $275,260 | $275,332 |
| SCHWAB ACCT 7522-7662 - EQUITIES | $2,372,131 | $2,520,313 |
| SCHWAB ACCT 7522-7662 - CORP OBLIGATIONS | $2,119,467 | $2,206,971 |
| ULLAND ACCRUED INCOME | $1,273 | $3,030 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,181,777 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,217,924 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $868,839 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $850,821 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXP | $73,041 | $14,608 | $58,433 |
| NONDEDUCTIBLE FROM PASSTHROUGHS | $2,208 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE | $1,268 | $1,268 | $0 |
| OTHER PORTFOLIO | $148 | $148 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $25,426 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25,426 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,426 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SAWMILL PRIVATE MANAGEMENT INC | $93,235 | $0 | $93,235 |
| INVESTMENT MANAGEMENT FEES | $88,357 | $88,357 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $11,306 | $11,306 | $0 |
| FEDERAL TAX PAID | $20,000 | $0 | $0 |
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