WINONA COMMUNITY FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WINONA COMMUNITY FOUNDATION INC (EIN 36-3500853)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202023079349302057
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T13:54:00-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390912608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWKINS ASH CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S SECOND STREET SUITE 200 | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | 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 | 363500853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINONA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINO | BusinessNameControlTxt |
| Phone | 5074546511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 RIVERFRONT NO 2E | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT DETER | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 5074546511 | PhoneNum |
| Signature | 2020-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA JENSEN | PreparerPersonNm |
| PTIN | P01468300 | PTIN |
| Phone | 6087847737 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.55.242.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-14 | IPDt |
| IP Tm | 14:43:49 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9341BC7A264520C1A215C5782C3EAF639467B22 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9341BC7A264520C1A215C5782C3EAF639467B22 | 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 | ROBERT DETER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 EAST 4TH ST NO 314 | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,956,575 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WINONACF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY, CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD, GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES, COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS, SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES, AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,228,453 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,767,999 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $44,165 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,604 | CYProgramServiceRevenueAmt |
| PY Investment Income | $604,015 | PYInvestmentIncomeAmt |
| CY Investment Income | $602,813 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,143 | PYOtherRevenueAmt |
| CY Other Revenue | $145,000 | CYOtherRevenueAmt |
| PY Total Revenue | $1,883,776 | PYTotalRevenueAmt |
| CY Total Revenue | $2,562,416 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,424,968 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,241,100 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $117,762 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $130,099 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $26,845 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $434,479 | PYOtherExpensesAmt |
| CY Other Expenses | $415,737 | CYOtherExpensesAmt |
| PY Total Expenses | $1,977,209 | PYTotalExpensesAmt |
| CY Total Expenses | $1,786,936 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$93,433 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $775,480 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,693,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,075,032 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,366,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,626,891 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,326,992 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,448,141 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY, CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD, GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES, COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS, SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES, AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,591,144 | ExpenseAmt |
| Grant | $1,241,100 | GrantAmt |
| Revenue | $191,604 | RevenueAmt |
| Desc | CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2019 WITH 480 GRANTS DISBURSED. THE FOUNDATION CONTINUES TO GROW ITS CAPACITY TO NOT ONLY MANAGE AND ADMINISTER CHARITABLE DOLLARS, BUT ALSO PARTNER FUTURE GIFTS WITH THE NEW IDENTIFIED NEEDS, AS WELL AS BETTER ADVOCATE AND FACILITATE COMMUNITY CONVERSATIONS ON SUCH NEEDS TO ENSURE THE MOST IMPACT IN THE USE OF THESE CHARITABLE GIFTS. | Desc |
| Total Program Service Expenses | $1,591,144 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5074546511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 EAST 4TH ST NO 314 | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| HAMID AKBARI | ||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BOB DETER | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRED FLETCHER | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHLEEN PETERSON | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KELLEY OLSON | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM WYNN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERI EDDY CRIGLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW GUZZO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA HEDLUND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE MCDOWELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEAU VAN BEEK | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON YOUNG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY PAPENFUSS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY BROWN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $54,596 | $0 | $2,615 | |
| SARA BRANDON | ||||||
| FINANCE DIRECTOR | 20.00 | Yes (X) | $20,933 | $0 | $692 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $75,529 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,307 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,767,999 | AllOtherContributionsAmt |
| Noncash Contributions | $643,061 | NoncashContributionsAmt |
| Total Contributions | $1,767,999 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $46,604 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,604 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,604 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $252,566 | TotalRevenueColumnAmt |
| Exclusion | $252,566 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $7,744,406 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $7,394,159 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $350,247 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $350,247 | TotalRevenueColumnAmt |
| Exclusion | $350,247 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $145,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $145,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $145,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,562,416 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $191,604 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $602,813 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,241,100 | TotalAmt |
| Program Services | $1,241,100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,836 | TotalAmt |
| Program Services | $19,709 | ProgramServicesAmt |
| Management And General | $44,345 | ManagementAndGeneralAmt |
| Fundraising | $14,782 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,389 | TotalAmt |
| Program Services | $9,597 | ProgramServicesAmt |
| Management And General | $21,594 | ManagementAndGeneralAmt |
| Fundraising | $7,198 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,014 | TotalAmt |
| Program Services | $1,254 | ProgramServicesAmt |
| Management And General | $2,820 | ManagementAndGeneralAmt |
| Fundraising | $940 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527 | TotalAmt |
| Program Services | $132 | ProgramServicesAmt |
| Management And General | $296 | ManagementAndGeneralAmt |
| Fundraising | $99 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,333 | TotalAmt |
| Program Services | $1,833 | ProgramServicesAmt |
| Management And General | $4,125 | ManagementAndGeneralAmt |
| Fundraising | $1,375 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,827 | TotalAmt |
| Management And General | $70,827 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,965 | TotalAmt |
| Program Services | $47,965 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,446 | TotalAmt |
| Program Services | $445 | ProgramServicesAmt |
| Management And General | $4,001 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,358 | TotalAmt |
| Management And General | $7,358 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,472 | TotalAmt |
| Program Services | $2,368 | ProgramServicesAmt |
| Management And General | $5,328 | ManagementAndGeneralAmt |
| Fundraising | $1,776 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119 | TotalAmt |
| Program Services | $119 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,039 | TotalAmt |
| Management And General | $3,039 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700 | TotalAmt |
| Program Services | $1,263 | ProgramServicesAmt |
| Management And General | $309 | ManagementAndGeneralAmt |
| Fundraising | $128 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,821 | TotalAmt |
| Program Services | $705 | ProgramServicesAmt |
| Management And General | $1,587 | ManagementAndGeneralAmt |
| Fundraising | $529 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $262,696 | $262,696 | ||
| MEMBERSHIP DUES | $2,162 | $2,162 | ||
| BANK FEES | $2,096 | $1,754 | $342 | |
| PRINTING & PUBLICATIONS | $876 | $44 | $814 | $18 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160 | TotalAmt |
| Program Services | $160 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,786,936 | TotalAmt |
| Program Services | $1,591,144 | ProgramServicesAmt |
| Management And General | $168,947 | ManagementAndGeneralAmt |
| Fundraising | $26,845 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,099 | BOYAmt |
| EOY | $71,699 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $145,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,367 | BOYAmt |
| EOY | $478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,923 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,043 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,580 | BOYAmt |
| EOY | $1,880 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,639,218 | BOYAmt |
| EOY | $11,463,153 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,988,906 | BOYAmt |
| EOY | $3,392,822 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,693,170 | BOYAmt |
| EOY | $15,075,032 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,929 | BOYAmt |
| EOY | $11,231 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,373 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,332,876 | BOYAmt |
| EOY | $2,615,660 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,366,178 | BOYAmt |
| EOY | $2,626,891 | 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 | $4,097,310 | BOYAmt |
| EOY | $5,350,373 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,229,682 | BOYAmt |
| EOY | $7,097,768 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,326,992 | BOYAmt |
| EOY | $12,448,141 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,693,170 | BOYAmt |
| EOY | $15,075,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $775,480 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,345,670 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,179,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,183,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,255,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,228,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,767,999 | CurrentTaxYearAmt |
| Total | $6,615,180 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,179,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,183,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,255,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,228,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,767,999 | CurrentTaxYearAmt |
| Total | $6,615,180 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,996,335 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,618,845 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $291,636 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $341,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $204,601 | CurrentTaxYearAmt |
| Total | $1,271,168 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,362 | CurrentTaxYearMinus3YearsAmt |
| Total | $26,689 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,214 | CurrentTaxYearMinus2YearsAmt |
| Total | $52,134 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,965,171 | TotalSupportAmt |
| Public Support CY170 | 0.57990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 73 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $909,354 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $589,445 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,337,850 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,237,837 | BeginningYearBalanceAmt |
| Contributions | $360,241 | ContributionsAmt |
| Investment Earnings Or Losses | $492,030 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $121,406 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,968,702 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,590,095 | BeginningYearBalanceAmt |
| Contributions | $9,339 | ContributionsAmt |
| Investment Earnings Or Losses | -$161,061 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $200,536 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,237,837 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,163,964 | BeginningYearBalanceAmt |
| Contributions | $196,886 | ContributionsAmt |
| Investment Earnings Or Losses | $378,353 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $149,108 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,590,095 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,094,826 | BeginningYearBalanceAmt |
| Contributions | $932 | ContributionsAmt |
| Investment Earnings Or Losses | $145,930 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $77,724 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,163,964 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,203,881 | BeginningYearBalanceAmt |
| Contributions | $767 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,495 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $94,327 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,094,826 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23090 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45360 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,923 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,043 | DepreciationAmt |
| Book Value | $1,880 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,880 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MFS SER TR EII GROWTH CL R^ | $1,246,987 | F |
| HARTFORD MUT FDS CORE EQUITY I | $953,994 | F |
| BMO FDS INC BMO VID INCM I | $1,191,841 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,392,822 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUNDS | Desc |
| Amt | $2,615,660 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,615,660 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,860,121 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,345,670 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,345,670 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,514,451 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $47,965 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $47,965 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,562,416 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,738,971 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,738,971 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $47,965 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $47,965 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,786,936 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZES A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2019 AND 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE, IF INCURRED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (48 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BLUFF COUNTY FAMILY RESOURCES | |||||||
| PO BOX 294 | HOKAH | MN | 55941 | 411502808 | 501(C)3 | $18,872 | EMERGENCY ASSISTANCE |
| CATHOLIC CHARITIES DIOCESE OF WINONA | |||||||
| 55 WEST SANBORN | WINONA | MN | 55987 | 410721636 | 501(C)3 | $7,777 | EMERGENCY ASSISTANCE |
| GREAT RIVER SHAKESPEARE FESTIVAL | |||||||
| PO BOX 1434 | WINONA | MN | 55987 | 010765907 | 501(C)3 | $31,500 | GENERAL SUPPORT |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 1183 | WINONA | MN | 55987 | 411755549 | 501(C)3 | $9,390 | GENERAL SUPPORT |
| MARQUETTE UNIVERSITY | |||||||
| MARQUETTE FUND BIN 88388 | MILWAUKEE | WI | 53288 | 390806251 | 501(C)3 | $10,000 | ADDITION TO SCHOLARSHIP FUND |
| MINNESOTA BEETHOVEN FESTIVAL | |||||||
| PO BOX 1143 | WINONA | MN | 55987 | 263451875 | 501(C)3 | $9,300 | GENERAL SUPPORT |
| SAINT MARY'S UNIVERSITY OF MINNESOTA | |||||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | 410695527 | 501(C)3 | $10,000 | GENERAL SUPPORT, ADDITION TO SCHOLARSHIP FUND, LAND ACQUISITION |
| ST MARY'S CATHOLIC CHURCH | |||||||
| 1303 WEST BROADWAY | WINONA | MN | 55987 | 410721636 | 501(C)3 | $31,000 | GENERAL SUPPORT |
| WINONA AREA PUBLIC SCHOOLS | |||||||
| 1570 HOMER ROAD | WINONA | MN | 55987 | 411707738 | 501(C)3 | $68,428 | PROGRAMS |
| WINONA FAMILY YMCA | |||||||
| 207 WINONA STREET | WINONA | MN | 55987 | 410693890 | 501(C)3 | $266,586 | BUILDING CAMPAIGN, GENERAL SUPPORT, BUILDING CAPITAL FUND |
| WINONA VOLUNTEER SERVICES | |||||||
| PO BOX 1069 | WINONA | MN | 55987 | 237376207 | 501(C)3 | $54,073 | EMERGENCY ASSISTANCE |
| YMCA CAMP OLSON | |||||||
| PO BOX 1183 | LONGVILLE | MN | 56655 | 410967781 | 501(C)3 | $10,000 | DINING HALL |
| ENGAGE WINONA | |||||||
| 119 E 3RD ST PO BOX 455 | WINONA | MN | 55987 | 822726124 | 501(C)3 | $5,000 | GENERAL SUPPORT |
| EURO FOOTBALL CLUB | |||||||
| PO BOX 1560 | WINONA | MN | 55987 | 200140313 | 501(C)3 | $5,000 | FIELD PAINT, STRIPER & GOALS |
| GALE-ETTRICK-TREMPEALEAU SCHOOL | |||||||
| 17511 NORTH MAIN STREET | GALESVILLE | WI | 54630 | 474987751 | 501(C)3 | $12,994 | EQUIPMENT AND VARIOUS SPORTS IMPROVEMENTS |
| HOME & COMMUNITY OPTIONS INC | |||||||
| 66 EAST THIRD STREET | WINONA | MN | 55987 | 411278194 | 501(C)3 | $16,300 | GENERAL SUPPORT |
| HOPE LUTHERN HIGH SCHOOL | |||||||
| 253 LIBERTY STREET | WINONA | MN | 55987 | 611451450 | 501(C)3 | $18,422 | BUILDING FUND |
| LEWISTONALTURA PUBLIC SCHOOLS | |||||||
| 105 FREMONT STREET | LEWISTON | MN | 55952 | 311682748 | 501(C)3 | $8,445 | VARIOUS PROGRAMS |
| MINNESOTA CONSERVATORY FOR THE ARTS | |||||||
| 1164 WEST 10TH STREET | WINONA | MN | 55987 | 410695527 | 501(C)3 | $34,431 | MUSICAL INSTRUMENTS & EQUIPMENT |
| MINNESOTA MARINE ART MUSEUM | |||||||
| 800 RIVERVIEW DRIVE | WINONA | MN | 55987 | 711580723 | 501(C)3 | $5,400 | GENERAL SUPPORT |
| MN STATE COLLEGE - SE TECH FOUNDATION | |||||||
| 1250 HOMER ROAD PO 409 | WINONA | MN | 55987 | 411540247 | 501(C)3 | $10,000 | GENERAL SUPPORT |
| NORTH LIBERTY COMMUNITY PANTRY | |||||||
| 85 NORTH JONES BOULEVARD | NORTH LIBERTY | IA | 52317 | 421233284 | 501(C)3 | $5,000 | GENERAL SUPPORT |
| WINONA AREA CATHOLIC SCHOOLS | |||||||
| 1115 WEST BROADWAY | WINONA | MN | 55987 | 411559427 | 501(C)3 | $15,014 | FURNITURE, EQUIPMENT & LEARNING MAT |
| 100 MILE CLUB | |||||||
| 2191 5TH STREET | NORCO | CA | 92860 | 208425786 | 501(C)3 | $30,000 | BK5K YOUTH |
| APPLE TREE DENTAL | |||||||
| 8960 SPRINGBROOK DRIVE NW SUITE 150 | COON RAPIDS | MN | 55433 | 363411437 | 501(C)3 | $10,820 | GENERAL SUPPORT |
| BIG BROTHERS BIG SISTERS OF THE 7 RIVERS REGION | |||||||
| 51 EAST 4TH STREET SUITE 401 | WINONA | MN | 55987 | 391762460 | 501(C)3 | $13,105 | GENERAL SUPPORT |
| CATHEDRAL OF THE SACRED HEART | |||||||
| 360 MAIN STREET | WINONA | MN | 55987 | 410732499 | 501(C)3 | $12,400 | GENERAL SUPPORT |
| CATHOLIC CHARITIES OF SOUTHERN MN | |||||||
| 111 MARKET STREET PO BOX 379 | WINONA | MN | 55987 | 410721636 | 501(C)3 | $45,406 | GENERAL SUPPORT |
| CATHOLIC FOUNDATION OF SOUTHERN MN | |||||||
| 55 WEST SANBORN | WINONA | MN | 55987 | 411691198 | 501(C)3 | $7,700 | GENERAL SUPPORT |
| COTTER SCHOOLS | |||||||
| 1115 WEST BROADWAY | WINONA | MN | 55987 | 411727989 | 501(C)3 | $13,037 | GENERAL SUPPORT |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | 592174510 | 501(C)3 | $5,000 | GENERAL SUPPORT |
| GALE-ETTRICK-TREMPEALEAU ATHLETIC BOOSTER CLUB | |||||||
| 17511 N MAIN STREET | GALESVILLE | WI | 54630 | 396002164 | 501(C)3 | $16,527 | GENERAL SUPPORT |
| IMMANUEL LUTHERAN SCHOOL | |||||||
| 22591 COUNTY RD 25 | LEWISTON | MN | 55952 | 416006572 | 501(C)3 | $11,608 | GENERAL SUPPORT |
| MANITOU CENTER | |||||||
| 686 WEST 5TH STREET | WINONA | MN | 55987 | 814446858 | 501(C)3 | $10,000 | COMMUNITY GRANT |
| MIDWEST MUSIC FEST | |||||||
| PO BOX 1465 | WINONA | MN | 55987 | 464958792 | 501(C)3 | $7,500 | GENERAL SUPPORT |
| OUR LADY HELP OF CHRISTIANS PARISH | |||||||
| 573 WASHINGTON STREET | NEWTON | MA | 24580 | 042106209 | 501(C)3 | $7,800 | GENERAL SUPPORT |
| RECREATION ALLIANCE OF WINONA | |||||||
| 452 E 3RD STREET | WINONA | MN | 55987 | 821260697 | 501(C)3 | $65,000 | GENERAL SUPPORT |
| RIDGEWAY COMMUNITY SCHOOL | |||||||
| 35564 COUNTY RD 12 | HOUSTON | MN | 55943 | 412015115 | 501(C)3 | $12,864 | GENERAL SUPPORT |
| SEMCAC | |||||||
| 204 ELM STREET PO BOX 549 | RUSHFORD | MN | 55971 | 410907135 | 501(C)3 | $24,780 | GENERAL SUPPORT |
| ST MARTIN'S SCHOOL | |||||||
| 253 LIBERTY STREET | WINONA | MN | 55987 | 410693986 | 501(C)3 | $5,000 | GENERAL SUPPORT |
| ST PAUL EPISCOPAL CHURCH | |||||||
| 265 LAFAYETTE STREET | WINONA | MN | 55987 | 410693987 | 501(C)3 | $10,000 | GENERAL SUPPORT |
| UPPER ARLINGTON LUTHERAN CHURCH | |||||||
| 2300 LYTHAM RD | COLUMBUS | OH | 43220 | 310670665 | 501(C)3 | $5,000 | GENERAL SUPPORT |
| WINONA ORC INDUSTRIES INC | |||||||
| 1053 EAST MARK STREET | WINONA | MN | 55987 | 411225014 | 501(C)3 | $14,600 | GENERAL SUPPORT |
| WINONA SENIOR HIGH SCHOOL | |||||||
| 901 GILMORE AVENUE | WINONA | MN | 55987 | 416004759 | 501(C)3 | $7,935 | IN-KIND |
| WINONA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 55987 | WINONA | MN | 55987 | 237079002 | 501(C)3 | $20,300 | GENERAL SUPPORT |
| WOMEN'S RESOURCE CENTER OF WINONA | |||||||
| 100 LATSCH SQUARE SUITE 201 | WINONA | MN | 55987 | 411356358 | 501(C)3 | $18,098 | GENERAL SUPPORT |
| WOODLAWN CEMETARY ASSOCIATION | |||||||
| 506 W LAKE BLVD | WINONA | MN | 55987 | 410619561 | 501(C)3 | $7,000 | GENERAL SUPPORT |
| WORLD WIDE VILLAGE | |||||||
| 403 JACKSON STREET SUITE 308 | RAMSEY | MN | 55303 | 412014011 | 501(C)3 | $5,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 48 | Total501c3OrgCnt |
| Total Other Org | 48 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE STAFF REVIEW GRANT REQUESTS FROM DONOR ADVISED FUNDS AND OBTAIN VERIFICATION OF THE GRANTEES 501(C)3 STATUS. THE REQUESTS ARE THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER GRANT REQUESTS FROM ELIGIBLE 501(C)3 ENTITIES ARE REVIEWED BY THE GRANT COMMITTEE, WHO THEN SUBMITS SELECTED GRANTS TO THE BOARD OF DIRECTORS FOR APPROVAL. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREAT RIVER SHAKESPEARE FESTIVAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | DIRECTOR IS THE DEVELOPMENT DIRECTOR OF THIS ORGANIZATION | RelationshipWithOrgTxt |
| Cash Grant | $31,500 | CashGrantAmt |
| Type Of Assistance | GRANT | TypeOfAssistanceTxt |
| Assistance Purpose | GENERAL SUPPORT | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5438 | ContributionCnt |
| Noncash Contributions Rpt F990 | $643,061 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EVERY PERSON COVERED BY THE POLICY SUBMITS IN WRITING TO THE EXECUTIVE DIRECTOR A CONFLICT OF INTEREST/DISCLOSURE STATEMENT LISTING ALL FINANCIAL AND CONFLICTING INTERESTS. THE CHAIRPERSON OF THE BOARD SHALL BECOME FAMILIAR WITH ALL SUCH DISCLOSURE STATEMENTS IN CASE A CONFLICT ARISES. THE VICE CHAIR SHALL BE FAMILIAR WITH THE DISCLOSURE STATEMENT FILED BY THE BOARD CHAIR. THE INTERESTED PERSON SHALL ABSTAIN FROM VOTING ON ANY MATTERS THAT GIVE RISE TO A POTENTIAL CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | A COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND REVIEWS COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE ON OTHER WEBSITES. FORM 1023 AND 990 ARE ON FILE AND AVAILABLE FOR VIEWING UPON REQUEST AT OUR BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE ON FILE AT OUR BUSINESS OFFICE AND ARE AVAILABLE FOR VIEWING UPON REQUEST. |
| NA | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Comments