GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION (EIN 47-3487091)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-05
- IRS object ID
- 202021269349301767
- Schema version
- 2019v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-05T15:05:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463220328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKINS HENKE AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 INWOOD AVENUE NORTH SUITE 160 | AddressLine1Txt |
| City | OAKDALE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473487091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER WHITE BEAR LAKE COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 6514085412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10626 | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SWANSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6514085412 | PhoneNum |
| Signature | 2020-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA AKINS | PreparerPersonNm |
| PTIN | P00950359 | PTIN |
| Phone | 6516363806 | PhoneNum |
| Preparation | 2020-04-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-05 | IPDt |
| IP Tm | 15:05:42 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 74BC8E0B224087D379DB1DA89F22F300C2E78C7D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3C0CF51DC5C4B5FA9E993CA69FB29BD2904ABF67 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID SWANSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10626 | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,131,272 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GREATERWBLFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE PHILANTHROPY AND TO ENRICH THE LIVES OF PEOPLE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE - BIRCHWOOD VILLAGE, DELLWODD, MAHTOMEDI, WHITE BEAR LAKE AND WHITE BEAR TOWNSHIP, NOW AND IN THE FUTURE. WE ARE HERE TO HELP YOU IMAGINE AND CREATE THE LEGACY YOU DESIRE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $150,156 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,022,934 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,320 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,415 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$71,816 | PYInvestmentIncomeAmt |
| CY Investment Income | -$12,426 | CYInvestmentIncomeAmt |
| PY Other Revenue | $276 | PYOtherRevenueAmt |
| CY Other Revenue | $196 | CYOtherRevenueAmt |
| PY Total Revenue | $86,936 | PYTotalRevenueAmt |
| CY Total Revenue | $3,020,119 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $147,050 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $553,290 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,600 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $61,595 | PYOtherExpensesAmt |
| CY Other Expenses | $105,104 | CYOtherExpensesAmt |
| PY Total Expenses | $208,645 | PYTotalExpensesAmt |
| CY Total Expenses | $658,394 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$121,709 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,361,725 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $888,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,415,261 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,922 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,693 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $842,918 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,361,568 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $586,844 | ExpenseAmt |
| Grant | $553,290 | GrantAmt |
| Desc | DURING 2019, THE ORGANIZATION DISTRIBUTED 553,290 IN GRANTS TO ENRICH THE LIVES OF PEOPLE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 63 GRANTS WERE GIVEN IN 2019. 29 GRANTS TOTALING 50,000 WERE AWARDED FROM THE COMMUNITY PARNTERS FUND THROUGH A COMPETITIVE GRANTMAKING PROCESS AND 34 GRANTS TOTALING 503,290 WERE ISSUED FROM THE DONOR ADVISED FUNDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,644 | ExpenseAmt |
| Revenue | $9,611 | RevenueAmt |
| Desc | THE LEADERSHIP TOMORROW SERIES IS A PROGRAM TO CREATE A NEW GENERATION OF COMMUNITY LEADERS. SELECTED PARTICIPANTS ATTEND MONTHLY PROGRAMS FOR 10 MONTHS OF THE YEAR TO LEARN LEADERSHIP CONCEPTS AND SKILLS AND TO BECOME AWARE OF COMMUNITY ISSUES AND RESOURCES. THERE WERE 22 PARTICIPANTS IN THE PROGRAM IN 2019. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $624,488 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SWANSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6514085412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10626 | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BILL FOUSSARD | ||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROL MCFARLANE | ||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EUNICE COTE | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRADY RAMSAY | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN ALNES | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JESSE BENGTSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY CALDERON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN CARLSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG DRAKE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN HARTZELL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATE HUEBSCH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CARTER JOHNSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATE KRAMPE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LISA HINIKER POCRNICH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN REDPATH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE RUETHER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SATHER | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT SCHNEEWEIS | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TIM TORGERSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG WOLGAMOT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACKIE REIS- JM REIS CONSULTING | ||||||
| EXECUTIVE DI | 20.00 | Yes (X) | $18,000 | $0 | $0 | |
| DAVID SWANSON | ||||||
| EXECUTIVE DI | 20.00 | Yes (X) | $4,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $22,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $3,022,934 | AllOtherContributionsAmt |
| Noncash Contributions | $2,105,527 | NoncashContributionsAmt |
| Total Contributions | $3,022,934 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $9,415 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,415 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,415 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,674 | TotalRevenueColumnAmt |
| Exclusion | $26,674 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,072,053 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,111,153 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$39,100 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,100 | TotalRevenueColumnAmt |
| Exclusion | -$39,100 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $196 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $196 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,020,119 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,611 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$12,426 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,290 | TotalAmt |
| Program Services | $553,290 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Program Services | $14,550 | ProgramServicesAmt |
| Management And General | $6,150 | ManagementAndGeneralAmt |
| Fundraising | $1,300 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,483 | TotalAmt |
| Management And General | $1,483 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,751 | TotalAmt |
| Management And General | $4,751 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,500 | TotalAmt |
| Program Services | $34,637 | ProgramServicesAmt |
| Management And General | $507 | ManagementAndGeneralAmt |
| Fundraising | $3,356 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,960 | TotalAmt |
| Fundraising | $4,960 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,068 | TotalAmt |
| Program Services | $3,800 | ProgramServicesAmt |
| Management And General | $1,157 | ManagementAndGeneralAmt |
| Fundraising | $111 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,724 | TotalAmt |
| Program Services | $2,830 | ProgramServicesAmt |
| Management And General | $1,630 | ManagementAndGeneralAmt |
| Fundraising | $264 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,271 | TotalAmt |
| Program Services | $7,553 | ProgramServicesAmt |
| Management And General | $718 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,240 | TotalAmt |
| Program Services | $2,544 | ProgramServicesAmt |
| Management And General | $1,526 | ManagementAndGeneralAmt |
| Fundraising | $170 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702 | TotalAmt |
| Management And General | $702 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING | $4,560 | $2,174 | $1,430 | $956 |
| MISCELLANEOUS | $3,840 | $2,450 | $1,007 | $383 |
| POSTAGE | $1,145 | $660 | $385 | $100 |
| DUES AND SUBSCRIPTIONS | $860 | $860 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,394 | TotalAmt |
| Program Services | $624,488 | ProgramServicesAmt |
| Management And General | $22,306 | ManagementAndGeneralAmt |
| Fundraising | $11,600 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,540 | BOYAmt |
| EOY | $146,760 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $38,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $182 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237 | BOYAmt |
| EOY | $135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,720 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,600 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,360 | BOYAmt |
| EOY | $2,120 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,703 | BOYAmt |
| EOY | $3,227,314 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $888,840 | BOYAmt |
| EOY | $3,415,261 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220 | BOYAmt |
| EOY | $529 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,100 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,602 | BOYAmt |
| EOY | $53,164 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,922 | BOYAmt |
| EOY | $53,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,662 | BOYAmt |
| EOY | $3,267,547 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,256 | BOYAmt |
| EOY | $94,021 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $842,918 | BOYAmt |
| EOY | $3,361,568 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $888,840 | BOYAmt |
| EOY | $3,415,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,361,725 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $156,925 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $977,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,156 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,022,934 | CurrentTaxYearAmt |
| Total | $4,353,429 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $8,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,415 | CurrentTaxYearAmt |
| Total | $17,735 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $977,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $158,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,032,349 | CurrentTaxYearAmt |
| Total | $4,371,164 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,319 | CurrentTaxYearAmt |
| Total | $305,068 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,319 | CurrentTaxYearAmt |
| Total | $305,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,066,096 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,674 | CurrentTaxYearAmt |
| Total | $42,891 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,674 | CurrentTaxYearAmt |
| Total | $42,891 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $151 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196 | CurrentTaxYearAmt |
| Total | $623 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $979,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,059,219 | CurrentTaxYearAmt |
| Total | $4,414,678 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | ADMIN FEES 623 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 14 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 2 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,811,339 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,000 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $525,290 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $5,000 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,157,227 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $6,708 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,600 | DepreciationAmt |
| Book Value | $2,120 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,120 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,192,374 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $156,925 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,330 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $172,255 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,020,119 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,020,119 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $673,724 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,330 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $15,330 | ExpensesNotReportedAmt |
| Expenses Subtotal | $658,394 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $658,394 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | THE FOUNDATION HOLDS FUNDS AS NONPROFIT ENDOWMENTS AND AS A FISCAL SPONSOR. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS FOR THESE FUNDS. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVNEUE CODE. U.S. GAPP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2019 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 2505 UNIVERSITY BOULEVARD | AMES | IA | 50010 | 421143702 | 501C3 | $50,000 | SCHOLARSHIP FUND |
| WHITE BEAR LAKE CENTER FOR THE ARTS | |||||||
| 4971 LONG AVENUE | WHITE BEAR LAKE | MN | 55110 | 411290707 | 501C3 | $302,000 | BLDG/GENERAL SUPPORT |
| UNIVERSTIY OF NORTH DAKOTA FDN | |||||||
| 3501 UNIVERSITY AVENUE | GRAND FORKS | ND | 58202 | 450348296 | 501C3 | $35,000 | MEDICAL LIBRARY |
| ST PAUL ACADEMY | |||||||
| 1712 RANDOLPH AVENUE | ST PAUL | MN | 55105 | 410943433 | 501C3 | $25,000 | GENERAL SUPPORT |
| CITY OF WHITE BEAR LAKE | |||||||
| 4701 HIGHWAY 61 | WHITE BEAR LAKE | MN | 55110 | 416005641 | 5013C | $10,000 | FIREWORKS |
| NORTH VALLEY HEALTH CENTER | |||||||
| 300 W GOOD SAMARITAN DRIVE | WARREN | MN | 56762 | 411384358 | 501C3 | $10,000 | GENERAL SUPPORT |
| SCIENCE MUSEUM OF MN | |||||||
| 120 W KELLOGG BLVD | ST PAUL | MN | 55102 | 410706172 | 501C3 | $10,000 | GENERAL SUPPORT |
| PLANNED PARENTHOOD | |||||||
| 671 VANDALIA STREET SUITE 323 | ST PAUL | MN | 55114 | 830614523 | 501C3 | $8,000 | GENERAL SUPPORT |
| WILL BETCHEY MEMORIAL FUND | |||||||
| 56 DELLWOOD AVENUE | DELLWOOD | MN | 55110 | 412005058 | 501C3 | $20,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTEES RECEIVING COMMUNITY PARTNERS FUND GRANTS ARE REQUIRED TO SUBMIT A FINAL REPORT OF THEIR GRANT ACTIVITIES AND EXPENDITURES. REPORTS ARE REVIEWED BY GRANTS COMMITTEE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,105,527 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH/LOW PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | CAROL MCFARLANE JOHN REDPATH FAMILY RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 3 | THE FOUNDATION CONTRACTS WITH J.M. REIS CONSULTING AND DAVID SWANSON FOR MANAGMENT DUTIES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS AFTER REVIEW BY THE EXECUTIVE COMMITTEE. THE BOARD THEN APPROVES THE 990 PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD AND COMMITTEE MEMBERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM WHICH IS PROVIDED TO THE GOVERNANCE COMMITTEE FOR ANY NECESSARY MONITORING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS SETS THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR (J.M. REIS CONSULTING AND DAVID SWANSON). THE COMPENSATION LEVEL IS DETERMINED BASED ON REASONABLE FUNDS AVAILABLE FOR A NEW FOUNDATION. THE FOUNDATION HAS NO EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST OF THE PUBLIC THE EXECUTIVE DIRECTOR WILL MAKE AVAILABLE A PHYSICAL OR ELECTRONIC COPY OF THE FORM 1023 AND FORM 990 AND SUPPORTING SCHEDULES. |
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