OPUS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OPUS FOUNDATION (EIN 41-1983284)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349100137
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T07:11:54-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | 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 | 411983284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Opus Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPUS | BusinessNameControlTxt |
| Phone | 6124402500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Suite 2950 60 South 6th Street | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristen Grubb | PersonNm |
| Person Title | Tax Officer | PersonTitleTxt |
| Phone | 6124402510 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2020-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.83.233.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 10:14:11 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5755687E6BF8D8D10BDE3B83E6631EF3D64C584D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 818E7D27379BF4EE6921138ED2990C81DED2D31F | 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 | $87,347,263 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,485,232 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $79,533 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79,533 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $1,746,516 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,934,745 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,759,944 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,499,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,585,993 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,852 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,852 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $499,313 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $492,313 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,116 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,350 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,428 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $584 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,844 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,629 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,081,550 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,191 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $625,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,139,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $553,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,591,583 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,201,583 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,216,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,139,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,754,783 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,282,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,446,509 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,171,260 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,495,321 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,495,321 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $72,493,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $82,851,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $82,851,942 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $78,664,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,347,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,347,263 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $7,500 | AccountsPayableEOYAmt |
| Grants Payable EOY | $390,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $397,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $78,664,977 | RetainedEarningBOYAmt |
| Retained Earning EOY | $86,949,763 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,664,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,949,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,664,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,347,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,664,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,282,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,197 | OtherIncreasesAmt |
| Subtotal | $86,949,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,949,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| Capital Gain Distributions From Partnerships | P | $94,163 | -$94,163 | -$94,163 | |
| Capital Gain Distributions From Partnerships | P | $1,839,417 | $1,839,417 | $1,839,417 | |
| Loeb Arbitrage Fund LT Capital Gain | P | $1,262 | $1,262 | $1,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,746,516 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,222,085 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $79,032,299 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040769 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,716,661 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $74,349,826 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,931,967 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $71,218,319 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055210 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,741,277 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $75,279,102 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049699 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,656,110 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $76,456,333 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047820 | DistributionYr5Rt |
| Total Distribution | 0.243487 | TotalDistributionRt |
| Average Distribution | 0.048697 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $82,171,494 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,001,505 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,465 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,025,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,754,783 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,877 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $29,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,377 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $163 | EsPenaltyAmt |
| Overpayment | $36,284 | OverpaymentAmt |
| Applied To ES Tax | $36,284 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Tax Officer | IndividualWithBooksNm |
| Phone | 6124402500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Suite 2950 60 South 6th Street | 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 | Yes (1) | 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 | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| Kristine Widmer | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | President/Chair | 1.00 | $0 | $0 | $0 |
| Kristin Ridley | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Vice President | 1.00 | $0 | $0 | $0 |
| Kate Seng | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Vice President | 1.00 | $0 | $0 | $0 |
| Carolyn Roby | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Treasurer/Secretary | 1.00 | $0 | $0 | $0 |
| Kristen Grubb | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Tax Officer | 1.00 | $0 | $0 | $0 |
| Joe Downs | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Dave Menke | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Tim Murnane | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Anne Peacock | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Kristine Rauenhorst | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Mary Weber | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Jeff Rauenhorst | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Vice President | 1.00 | $0 | $0 | $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 | GHR Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South 6th Street Suite 2950 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Management/Philanthropy Services | ServiceTypeTxt |
| Compensation | $510,915 | 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 | $56,104,449 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,552,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,766,266 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,422,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,422,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,251,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,171,494 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,108,575 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,108,575 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,930 | TotalTaxAmt |
| Distributable Before Adj | $4,059,645 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,059,645 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,059,645 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,754,783 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,754,783 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,754,783 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,059,645 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,259,088 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,754,783 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,259,088 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $495,695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,563,950 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (177 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 360 Communities | ||||||||
| 501 E Hwy 13 STE 102 | Burnsville | MN | 55337 | None | PC | Support for Farmington Foodshelf | $1,000 | |
| A New Leaf | ||||||||
| 868 E University Drive | Mesa | AZ | 85203 | None | PC | La Mesita After School/Summer Program & Youth Services | $5,000 | |
| Ability360 | ||||||||
| 5025 East Washington St Suite 200 | Phoenix | AZ | 85034 | None | PC | Teens with Disabilities Self Advocacy Education Program | $5,000 | |
| Academy of Holy Angels | ||||||||
| 6600 Nicollet Ave S | Richfield | MN | 55423 | None | PC | 2019-20 AHA Service Learning Program | $5,000 | |
| ACE Mentor Program of Colorado | ||||||||
| 2133 Coronado Pkwy North Unit D | Denver | CO | 80229 | None | PC | ACE Mentor Program | $5,000 | |
| ACE Mentor Program of St Louis | ||||||||
| 10 S Broadway Suite 200 | St Louis | MO | 63102 | None | PC | ACE Mentor Program | $5,000 | |
| Adam's Camp | ||||||||
| 6767 S Spruce St Suite 102 | Centennial | CO | 80112 | None | PC | Early Start Program | $2,500 | |
| Amarillo Habitat for Humanity Inc | ||||||||
| PO Box 775 | Amarillo | TX | 791050775 | None | PC | Collegiate Challenge-Iowa State Student Chapter of ASCE | $1,500 | |
| Anawim Housing | ||||||||
| 1535 Linden Street | Des | IA | 50309 | None | PC | 2019 Building Community Award Finalist | $5,000 | |
| Balance Autism | ||||||||
| 1625 Adventureland Drive Suite B | Altoona | IA | 50009 | None | PC | Children's Autism Project - CAP Center in Clive | $5,000 | |
| Ball State University Foundation | ||||||||
| AB 327 Ball State University | Muncie | IN | 47306 | None | PC | 2019 Indiana NAIOP University Challenge | $5,000 | |
| Banner Health Foundation | ||||||||
| 2901 N Central Avenue 160 | Phoenix | AZ | 85012 | None | PC | Patient Housing Assistance | $5,000 | |
| Benilde-St Margaret's School | ||||||||
| 2501 Highway 100 South | St Louis Park | MN | 55416 | None | PC | General Operations | $10,000 | |
| Berean Baptist Church | ||||||||
| 309 County Road 42 E | Burnsville | MN | 55306 | None | PC | Dominican Republic School Construction | $3,000 | |
| Beyond Ball | ||||||||
| 4020 121st Street | Urbandale | IA | 50323 | None | PC | Mentorship program | $5,000 | |
| Beyond Housing | ||||||||
| 6506 Wright Way | St Louis | MO | 63121 | None | PC | Tutoring Program | $5,000 | |
| Big Brothers Big Sisters of the Greater Twin Cities | ||||||||
| 2550 University Avenue West Suite | St Paul | MN | 55114 | None | PC | Capital Campaign | $15,000 | 410N |
| Big Brothers Big Sisters of the Greater Twin Cities | ||||||||
| 2550 University Avenue West Suite | St Paul | MN | 55114 | None | PC | Online Training and Resource Platform | $42,500 | 410N |
| Blank Children's Hospital | ||||||||
| 1415 Woodland Avenue Suite E-200 | Des Moines | IA | 50309 | None | PC | STAR Center Foster Care Clinic Hope Closet | $5,000 | |
| Boy Scouts of America Grand Canyon Council | ||||||||
| 2969 N Greenfield Road | Phoenix | AZ | 85016 | None | PC | iTech Exploring Project | $5,000 | |
| Boys & Girls Clubs of Greater Kansas City | ||||||||
| 4001 Blue Parkway Ste 102 | Kansas City | MO | 64130 | None | PC | Olathe Club Maker Space | $50,000 | |
| Boys & Girls Clubs of the Midlands | ||||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | None | PC | Readers to Leaders Program in North Omaha Club | $5,000 | |
| Boys and Girls Club of Rochester | ||||||||
| 1026 E Center Street | Rochester | MN | 55904 | None | PC | Workforce Development program | $5,000 | |
| BoysGrow | ||||||||
| 9301 East 147th St | Kansas City | MO | 64149 | None | PC | Farm Expansion Program | $5,000 | |
| Building Futures | ||||||||
| 112 Saint George Place | Saint Louis | MO | 631194647 | None | PC | Program Enhancements and Capacity Building Efforts | $75,400 | |
| Camp Fire Minnesota | ||||||||
| 4829 Minnetonka Blvd Suite 202 | St Louis Park | MN | 55416 | None | PC | Tanadoona Education Center | $106,400 | |
| Cardinal Ritter Senior Services | ||||||||
| 7601 Watson Road | St Louis | MO | 63119 | None | PC | Relatives Acting as Parents Program (RAPP) | $5,000 | |
| Cardinal Ritter Senior Services | ||||||||
| 7601 Watson Road | St Louis | MO | 63119 | None | PC | General Operations | $15,000 | |
| Catholic Charities of the Archdiocese of Saint Paul and Minneapolis | ||||||||
| 1200 2nd Ave South | Minneapolis | MN | 55403 | None | PC | Minneapolis Opportunity Center | $5,000 | |
| Catholic Climate Covenant | ||||||||
| 415 Michigan Avenue NE Suite 260 | Washington | DC | 20017 | None | PC | General Operations | $1,000 | |
| Child Crisis Arizona | ||||||||
| 817 N Country Club Drive | Mesa | AZ | 85201 | None | PC | Mesa Preschool Expansion Project | $50,000 | |
| Children's Mercy Hospital | ||||||||
| 2401 Gillham Road | Kansas City | MO | 64108 | None | PC | Hospital-Based School Teacher Program | $5,000 | |
| Christ Community Lutheran School | ||||||||
| 512 County Road 10 | Watertown | MN | 55388 | None | PC | General Operations | $2,000 | |
| Christopher House | ||||||||
| 5235 West Belden Avenue | Chicago | IL | 60639 | None | PC | Expanding Academic Rigor in Infant & Pre-School | $50,000 | |
| Cincinnati Youth Collaborative | ||||||||
| 301 Oak Street | Cincinnati | OH | 45219 | None | PC | Accreditation & Technology Enhancements | $35,000 | |
| City Year Kansas City | ||||||||
| 415 Delaware St 3rd Floor | Kansas City | MO | 64105 | None | PC | Whole School, Whole Child | $5,000 | |
| Clayton Century Foundation | ||||||||
| 10 N Bemiston Ave | Clayton | MO | 63105 | None | PC | Maryland Park | $50,000 | |
| Clayton Education Foundation | ||||||||
| 2 Mark Twain Circle | Clayton | MO | 63105 | None | PC | STEM program | $5,000 | |
| Colorado Coalition for the Homeless | ||||||||
| 2111 Champa Street | Denver | CO | 80205 | None | PC | Job Training Expansion | $40,000 | |
| CommonBond Communities | ||||||||
| 1080 Montreal Ave | St Paul | MN | 55116 | None | PC | Adult Education and Advancement program | $35,000 | |
| CommonBond Communities | ||||||||
| 1080 Montreal Ave | St Paul | MN | 55116 | None | PC | Advantage Services in Wisconsin Market | $10,000 | |
| Completely KIDS | ||||||||
| 2566 St Marys Ave | Omaha | NE | 68105 | None | PC | Community Based After-school Programs | $5,000 | |
| Construction Careers Foundation | ||||||||
| 10590 Wayzata Blvd Suite 100 | Minnetonka | MN | 55305 | None | PC | Programming and Capacity Building | $360,000 | |
| Construction Education Foundation of Colorado | ||||||||
| 1114 W 7th Ave Suite 200 | Denver | CO | 80204 | None | PC | Construction Careers Now | $5,000 | |
| Cookie Cart | ||||||||
| 1119 West Broadway | Minneapolis | MN | 55411 | None | PC | General Operations | $2,000 | |
| Cradles to Crayons Chicago | ||||||||
| 4141 W George Street | Chicago | IL | 60641 | None | PC | 2019 Building Community Award Finalist | $5,000 | |
| Cristo Rey Kansas City | ||||||||
| 211 West Linwood Blvd | Kansas City | MO | 64111 | None | PC | Project Lead the Way Curriculum | $5,000 | |
| CU Real Estate Center Leeds School of Business | ||||||||
| 995 Regent Drive 419 UCB | Boulder | CO | 80309 | None | PC | 2019 Rocky Mountain Real Estate Challenge, Graduate Student Case Competition | $2,500 | |
| Deborah's Place | ||||||||
| 2822 W Jackson Blvd | Chicago | IL | 60612 | None | PC | Community-Based Housing | $5,000 | |
| Denver Kids | ||||||||
| 1617 S Acoma Street 2nd Floor | Denver | CO | 80223 | None | PC | 2019 Building Community Award Finalist | $5,000 | |
| Denver Kids | ||||||||
| 1617 S Acoma Street 2nd Floor | Denver | CO | 80223 | None | PC | Denver Kids University | $50,000 | |
| DinoMights | ||||||||
| 3400 Park Avenue S | Minneapolis | MN | 55407 | None | PC | Seasonal Staff program | $5,000 | |
| Downtown Tempe Foundation | ||||||||
| 310 S Mill Avenue Suite A-201 | Tempe | AZ | 85281 | None | PC | Art Supplies Grant Program | $5,000 | |
| Dress for Success Twin Cities | ||||||||
| 1549 University Ave Suite A | St Paul | MN | 55104 | None | PC | Professional Intelligence Program | $2,500 | |
| Elmhurst Art Museum | ||||||||
| 150 S Cottage Hill Ave | Elmhurst | IL | 60126 | None | PC | Art Installation at North Larch City Park | $5,000 | |
| Emily Griffith Foundation | ||||||||
| 1860 Lincoln St Suite 605 | Denver | CO | 80203 | None | SO I | Virtual Design Academy Planning Project | $150,000 | |
| Environmental Learning for Kids (ELK) | ||||||||
| PO Box 21679 | Denver | CO | 80221 | None | PC | Evaluation for Youth Development Program Growth | $25,000 | |
| Feed My Starving Children | ||||||||
| 401 93rd Avenue NW | Coon Rapids | MN | 55433 | None | PC | Champlin Mega Pack Event | $2,000 | |
| Fraser | ||||||||
| 2400 W 64th Street | Minneapolis | MN | 55423 | None | PC | Career Planning and Employment Program | $5,000 | |
| Free Bikes 4 Kidz | ||||||||
| 10914 Lexington Drive | Eden Prairie | MN | 55344 | None | PC | Free Bikes 4 Kidz | $2,500 | |
| Freedom Farm | ||||||||
| 11500 Ferman Ave SW | Waverly | MN | 55390 | None | PC | General Operations | $2,000 | |
| Freedom for Youth Ministries | ||||||||
| 2301 Hickman Road | Des Moines | IA | 50310 | None | PC | Freedom Construction Services, LLC | $50,000 | |
| Friends of Kids with Cancer Inc | ||||||||
| 16 Sunnen Dr Suite 161 | St Louis | MO | 63143 | None | PC | Educational Programming | $5,000 | |
| Friends of the Minnesota Sinfonia | ||||||||
| 901 North Third Street Suite 112 | Minneapolis | MN | 55401 | None | PC | General Operations | $5,000 | |
| Gateway Region YMCA | ||||||||
| 2815 Scott Avenue Suite D | St Louis | MO | 63103 | None | PC | Chesterfield YMCA Early Childhood Education Center | $5,000 | |
| Giving the Basics Inc | ||||||||
| 927 S 7th St Trafficway Suite 270 | Kansas City | KS | 66123 | None | PC | Hygiene program | $5,000 | D-2 |
| Great River Greening | ||||||||
| 251 Starkey Street 2200 | St Paul | MN | 55107 | None | PC | Field Learning for Teens | $40,000 | |
| Greater Chicago Food Depository | ||||||||
| 4100 W Ann Lurie Pl | Chicago | IL | 60632 | None | PC | After School Special Program | $25,000 | |
| Greater Des Moines Habitat for Humanity | ||||||||
| 2200 E Euclid Avenue | Des Moines | IA | 50317 | None | PC | Recognition for volunteer efforts | $5,000 | |
| Greater Indy Habitat for Humanity Inc | ||||||||
| 3135 N Meridian St | Indianapolis | IN | 46208 | None | PC | Recognition for volunteer efforts | $5,000 | |
| Greater Phoenix Chamber Foundation | ||||||||
| 201 N Central Ave Suite 2700 | Phoenix | AZ | 85004 | None | PC | Build Your Future Arizona | $5,000 | |
| Greater Twin Cities United Way | ||||||||
| 404 South 8th Street | Minneapolis | MN | 55404 | None | PC | 2019 Workplace Giving Campaign | $140,823 | |
| Green Beret Foundation | ||||||||
| 14402 Blanco Rd Suite 100 | San Antonio | TX | 78216 | None | PC | Transition Support - Next Ridgeline | $5,000 | |
| Habitat for Humanity Central Arizona | ||||||||
| 9133 NW Grand Ave Suite 1 | Peoria | AZ | 85345 | None | PC | Recognition for volunteer efforts | $5,000 | |
| Habitat for Humanity Chicago | ||||||||
| 1100 W Cermak Suite 404 | Chicago | IL | 60608 | None | PC | Affordable Homeownership Program | $5,000 | |
| Habitat for Humanity of Kansas City | ||||||||
| 1423 E Linwood Blvd | Kansas City | MO | 64109 | None | PC | Recognition for volunteer efforts | $5,000 | |
| Habitat for Humanity of Metro Denver Inc | ||||||||
| 3245 Eliot Street | Denver | CO | 80211 | None | PC | Recognition for volunteer efforts | $5,000 | |
| Habitat for Humanity Saint Louis | ||||||||
| 3830 S Grand Ave | St Louis | MO | 63118 | None | PC | Habitat for Humanity Build Day | $5,000 | |
| Handicapped Development Center | ||||||||
| 3402 Hickory Grove Road | Davenport | IA | 52806 | None | PC | HDC Enterprises | $5,000 | |
| Heart for the City | ||||||||
| PO Box 2 | Glendale | AZ | 85311 | None | PC | Community Garden | $5,000 | |
| Hearts & Hammers | ||||||||
| 2599 Fairview Ave N | St Paul | MN | 55113 | None | PC | Rehabilitation Program | $1,000 | |
| Home Sweet Home | ||||||||
| 290 Hanley Industrial Court | Brentwood | MO | 63144 | None | PC | Truck Maintenance and Gas | $5,000 | |
| Homeless Youth Connection | ||||||||
| 9950 W Van Buren Street Suite 114 | Avondale | AZ | 85338 | None | PC | 2019 Building Community Award Finalist | $5,000 | |
| Hope Academy | ||||||||
| 2300 Chicago Ave S | Minneapolis | MN | 55404 | None | PC | Growing Hope Capital Campaign | $50,000 | |
| iMentor Chicago | ||||||||
| 332 S Michigan Avenue 9th Floor | Chicago | IL | 60546 | None | PC | Post-Secondary Program 2.0 | $38,000 | |
| Jackie Joyner-Kersee Foundation | ||||||||
| 101 Jackie Joyner Kersee Circle | East St Louis | IL | 62204 | None | PC | 2019 Building Community Award Finalist | $5,000 | |
| Jackie Joyner-Kersee Foundation | ||||||||
| 101 Jackie Joyner Kersee Circle | East St Louis | IL | 62204 | None | PC | Design and Build Project | $50,000 | |
| Jefferson County Library Foundation | ||||||||
| 10790 W50th Avenue 200 | Wheat Ridge | CO | 80033 | None | PC | Early Education Literacy Program | $5,000 | |
| Jeremiah Program | ||||||||
| 615 1st Ave NE Suite 210 | Minneapolis | MN | 55413 | None | PC | General Operations | $5,000 | |
| Jewish Vocational Service | ||||||||
| 4600 The Paseo | Kansas City | MO | 64110 | None | PC | Workforce Development Services | $5,000 | |
| Jobs for Arizonas Graduates | ||||||||
| 3320 W Cheryl Dr Suite B220 | Phoenix | AZ | 85051 | None | PC | Career and College Readiness Program | $5,000 | |
| Junior Achievement of Arizona | ||||||||
| 636 W Southern Ave | Tempe | AZ | 85282 | None | PC | Financial and Career Literacy Education | $5,000 | |
| Just Food | ||||||||
| 1000 E 11th St | Lawrence | KS | 66046 | None | PC | Access to Healthy Food | $5,000 | |
| Kesem | ||||||||
| 10586 W Pico Blvd 196 | Los Angeles | CA | 90064 | None | PC | Student Leadership Development at Marquette University | $5,000 | |
| KidsTLC Inc | ||||||||
| 480 S Rogers Road | Olathe | KS | 66062 | None | PC | Trellis Center; Early Intervention & Educational Readiness Project | $5,000 | |
| Laumeier Sculpture Park | ||||||||
| 12580 Rott Rd | St Louis | MO | 631271212 | None | PC | STEAM into Laumeier | $5,000 | |
| Loaves & Fishes - Naperville | ||||||||
| 1871 High Grove Ln | Naperville | IL | 60540 | None | PC | Food Distribution | $5,000 | |
| Meals from the Heartland | ||||||||
| 357 Lincoln Street | West Des Moines | IA | 50265 | None | PC | Hunger Fight | $5,000 | |
| Metro Leadership League | ||||||||
| 1 Conway Village Court | Saint Louis | MO | 63141 | None | PC | Post High School Program Choices | $2,500 | |
| Mile High United Way Inc | ||||||||
| 711 Park Avenue West | Denver | CO | 80205 | None | PC | 2019 Workplace Giving Campaign | $1,485 | |
| Minnesota Architectural Foundation | ||||||||
| 105 5th Avenue South Suite 485 | Minneapolis | MN | 55401 | None | PC | Architecture in Schools program | $5,000 | |
| Minnesota Teen Challenge | ||||||||
| 740 E 24th Street | Minneapolis | MN | 55404 | None | PC | General Operations to Lakeside Academy | $3,000 | |
| Mokena Miracles | ||||||||
| PO Box 824 | Mokena | IL | 60448 | None | PC | Housing/Rent Fund | $1,000 | |
| National Outdoor Leadership School | ||||||||
| 284 Lincoln Street | Lander | WY | 825202848 | None | PC | General Operations | $8,000 | |
| New Pathways for Youth | ||||||||
| 901 E Jefferson Street | Phoenix | AZ | 85034 | None | PC | Neighborhood Growth Project | $50,000 | |
| North Loop Neighborhood Association | ||||||||
| PO Box 580672 | Minneapolis | MN | 55458 | None | PC | Welcome Park Monument Project | $5,000 | |
| North Side Community School | ||||||||
| 3033 N Euclid Avenue | St Louis | MO | 63115 | None | PC | Pre-K Active Learning | $5,000 | |
| Northern Star Council | ||||||||
| 6202 Bloomington Road | Fort Snelling | MN | 55111 | None | PC | Tomahawk Scout Reservation: Youth Trades Facility Improvement | $5,000 | |
| Northside Achievement Zone | ||||||||
| 2123 West Broadway Ave Suite 100 | Minneapolis | MN | 55411 | None | PC | College and Career Readiness Supports | $35,000 | |
| Oasis for Youth | ||||||||
| 2200 W Old Shakopee Rd | Bloomington | MN | 55431 | None | PC | School Based Outreach | $5,000 | |
| Operation Breakthrough Inc | ||||||||
| 3039 Troost Avenue | Kansas City | MO | 64109 | None | PC | Accelerating Opportunity and Achievement through STEAM | $50,000 | |
| Our Savior Lutheran Church | ||||||||
| 56 Meadows Drive | Pagosa Springs | CO | 81147 | None | PC | Lutheran Mercy Care | $5,000 | |
| Partners For Progress NFP | ||||||||
| 23525 W Milton Road | Wauconda | IL | 60084 | None | PC | Job/Life Skills Training Program | $5,000 | |
| People Reaching Out to Other People | ||||||||
| 14700 Martin Drive | Eden Prairie | MN | 55344 | None | PC | General Operations | $5,000 | |
| PREP-KC | ||||||||
| 2300 Main Ste 340 | Kansas City | MO | 64108 | None | PC | Financial Literacy Workshops | $5,000 | |
| PREP-KC | ||||||||
| 2300 Main Ste 340 | Kansas City | MO | 64108 | None | PC | 2019 Building Community Award Finalist | $5,000 | |
| Progress Valley Inc | ||||||||
| 1100 East 80th Street | Bloomington | MN | 55420 | None | PC | Work Readiness Program | $5,000 | |
| Project for Pride in Living Inc | ||||||||
| 1035 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | General Operations | $6,000 | |
| Project for Pride in Living Inc | ||||||||
| 1035 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | On-Ramp Pilot 2.0 | $50,000 | |
| Project IOWA | ||||||||
| 1420 Mulberry St | Des Moines | IA | 50309 | None | PC | Data Driven Expansion | $40,000 | |
| Rebuilding Together Metro Chicago | ||||||||
| 4507 N Ravenswood Ave 106 | Chicago | IL | 60640 | None | PC | Recognition for Opus associate volunteer efforts | $25,000 | |
| Rebuilding Together Twin Cities | ||||||||
| 1050 SE 33rd Avenue | Minneapolis | MN | 55414 | None | PC | Recognition for Opus associate volunteer efforts | $20,000 | |
| Ronald McDonald House Charities of St Louis | ||||||||
| 3450 Park Avenue | St Louis | MO | 63104 | None | PC | Sponsor-A-Family | $2,500 | |
| Safehome | ||||||||
| PO Box 4563 | Overland Park | KS | 66204 | None | PC | Emergency Shelter Clothing Closet | $5,000 | |
| Saint Clare's Tahoe A Mountain Montessori School | ||||||||
| PO Box 308 | Tahoe Vista | CA | 96148 | None | PC | General Operations | $5,000 | |
| Second Harvest Heartland | ||||||||
| 7101 Winnetka Ave N | Brooklyn Park | MN | 55428 | None | PC | Retail Food Rescue Program | $5,000 | |
| Sioux Empire United Way Inc | ||||||||
| 1000 N West Avenue | Sioux Falls | SD | 57104 | None | PC | 2019 Workplace Giving Campaign | $90 | |
| Society of Saint Vincent de Paul Twin Cities | ||||||||
| 2939 12th Avenue South | Minneapolis | MN | 55407 | None | PC | New East Side Thrift Store and Service Center | $5,000 | |
| Society of St Vincent de Paul | ||||||||
| PO Box 13600 | Phoenix | AZ | 850023600 | None | PC | Dream Center Indoor Learning Environment | $30,075 | |
| Special Olympics Minnesota | ||||||||
| 900 2nd Ave S Suite 300 | Minneapolis | MN | 55402 | None | PC | 2019 Building Community Award Finalist | $5,000 | |
| Special Olympics Minnesota | ||||||||
| 900 2nd Ave S Suite 300 | Minneapolis | MN | 55402 | None | PC | Rochester Polar Plunge | $5,000 | |
| St Louis Children's Hospital Foundation | ||||||||
| 1001 Highlands Plaza Drive West | St Louis | MO | 63110 | None | PC | KIDstruction Week | $1,000 | Suite 160 |
| St Louis County Library Foundation | ||||||||
| 1640 S Lindbergh Blvd | St Louis | MO | 63131 | None | PC | Strategic Growth Model for Career Online High School | $40,000 | |
| St Mary's Child Center | ||||||||
| 901 Dr Martin Luther King Jr St | Indianapolis | IN | 46202 | None | PC | 2019 Building Community Award Winner | $66,000 | |
| St Mary's Child Center | ||||||||
| 901 Dr Martin Luther King Jr St | Indianapolis | IN | 46202 | None | PC | Behavioral Health | $50,000 | |
| St Thomas Academy | ||||||||
| 949 Mendota Heights Road | Mendota Heights | MN | 55120 | None | PC | General Operations | $5,000 | |
| St Thomas More Center and Catholic Youth Camp | ||||||||
| 6177 Panorama Rd | Panora | IA | 50216 | None | PC | Youth Leadership Retreats | $5,000 | |
| STEP - St Louis Park Emergency Program Inc | ||||||||
| 6812 West Lake St | St Louis Park | MN | 55426 | None | PC | Emergency Nutrition Assistance | $5,000 | |
| Summit Academy OIC | ||||||||
| 935 Olson Memorial Hwy | Minneapolis | MN | 55405 | None | PC | Building a Community of Workers | $40,000 | |
| Tempe Community Action Agency | ||||||||
| 2146 E Apache Blvd | Tempe | AZ | 85281 | None | PC | Hunger Relief Program | $5,000 | |
| The 30-Days Foundation | ||||||||
| 8014 Olsen Memorial Hwy 195 | Golden Valley | MN | 55427 | None | PC | Keep the Key program | $2,500 | |
| The Ames Foundation | ||||||||
| 304 Main Street | Ames | IA | 50010 | None | PC | Edwards Neighborhood Park Improvements | $5,000 | |
| The Childrens Place Inc | ||||||||
| 2 East 59th Street | Kansas City | MO | 64113 | None | PC | Transportation for Day Treatment Program | $5,000 | |
| The Knothole Foundation Inc | ||||||||
| PO Box 38035 | Charlotte | NC | 28278 | None | PC | General Operations | $5,000 | |
| The Knothole Foundation Inc | ||||||||
| PO Box 38035 | Charlotte | NC | 28278 | None | PC | Tuckaseegee Dream Fields and Education Center | $2,500 | |
| The Knothole Foundation Inc | ||||||||
| PO Box 38035 | Charlotte | NC | 28278 | None | PC | Tuckaseegee Dream Fields Project | $5,000 | |
| The Link | ||||||||
| 1210 Glenwood Av | Minneapolis | MN | 55405 | None | PC | Youth Workforce & Leadership Development program | $5,000 | |
| The Power of People Leadership Institute | ||||||||
| 600 18th Ave N Suite 1 | Minneapolis | MN | 55411 | None | PC | Girls Taking Action | $25,000 | |
| The Salvation Army - Northern Division | ||||||||
| 2445 Prior Avenue | Roseville | MN | 55113 | None | PC | Adult Rehabilitation Center's Exit Planning Class | $5,000 | |
| The Social of Greenwood | ||||||||
| 550 Polk Street | Greenwood | IN | 46143 | None | PC | Food Pantry | $5,000 | |
| Tree Trust | ||||||||
| 149 Energy Park Drive | St Paul | MN | 55108 | None | PC | General Operations | $4,000 | |
| Twin Cities Habitat for Humanity | ||||||||
| 1954 University Ave W | St Paul | MN | 551043433 | None | PC | Recognition for Opus associate volunteer efforts | $30,000 | |
| Twin Cities RSE | ||||||||
| 1301 Bryant Ave N | Minneapolis | MN | 55411 | None | PC | Emotional Intelligence Pilot Program for Youth | $150,000 | |
| Twin Cities RSE | ||||||||
| 1301 Bryant Ave N | Minneapolis | MN | 55411 | None | PC | General Operations | $5,000 | |
| United Way of Central Indiana Inc | ||||||||
| 2955 North Meridian Street Suite | Indianapolis | IN | 46208 | None | PC | Giving Campaign | $753 | 300 |
| United Way of Central Iowa | ||||||||
| 1111 9th St Ste 100 | Des Moines | IA | 50314 | None | PC | Giving Campaign | $1,705 | |
| United Way of Greater Kansas City | ||||||||
| 801 W 47th Street Suite 500 | Kansas City | MO | 64112 | None | PC | Giving Campaign | $2,700 | |
| United Way of Greater Milwaukee | ||||||||
| 225 West Vine Street | Milwaukee | WI | 53212 | None | PC | Giving Campaign | $100 | |
| United Way of Greater St Louis | ||||||||
| 910 N 11th Street | St Louis | MO | 63101 | None | PC | Giving Campaign | $1,470 | |
| United Way of Metropolitan Chicago | ||||||||
| 333 South Wabash Avenue 30th Floor | Chicago | IL | 60604 | None | PC | Giving Campaign | $1,942 | |
| University of Denver - Franklin L Burns School of Real Estate | ||||||||
| 2101 S University Blvd Suite 380 | Denver | CO | 802088934 | None | PC | 2019 Colorado NAIOP University Challenge | $7,500 | |
| University of Notre Dame | ||||||||
| 400 Main Building | Notre Dame | IN | 46556 | None | PC | General Operations | $1,000 | |
| University of St Thomas | ||||||||
| 2115 Summit Avenue | St Paul | MN | 551051079 | None | PC | Dougherty Family College Corporate Internship Program | $150,145 | |
| University of St Thomas Center for Engineering Education | ||||||||
| School of Engineering 2115 Summit | St Paul | MN | 55105 | None | PC | Science, Technology & Engineering Preview Summer (STEPS) | $5,000 | Avenue |
| Upper Room | ||||||||
| 300 E 39th Street Suite 4A | Kansas City | MO | 64111 | None | PC | Playground Project | $50,000 | |
| UpTurnships | ||||||||
| 5121 Mirror Lakes Drive | Edina | MN | 55436 | None | PC | General Operations | $5,000 | |
| Urban Boatbuilders Inc | ||||||||
| 2288 University Avenue West | Saint Paul | MN | 55114 | None | PC | General Operations | $3,000 | |
| Urban Boatbuilders Inc | ||||||||
| 2288 University Avenue West | Saint Paul | MN | 55114 | None | PC | Career Success Program | $28,000 | |
| Urban Land Institute | ||||||||
| 1356 Wynkoop Street Suite 211 | Denver | CO | 80202 | None | PC | Real Estate Diversity Initiative | $5,000 | |
| Valley of the Sun United Way | ||||||||
| 3200 East Camelback Road Suite 375 | Phoenix | AZ | 85018 | None | PC | Giving Campaign | $495 | |
| Van Go | ||||||||
| 715 New Jersey St PO Box 153 | Lawrence | KS | 66044 | None | PC | Adornment Project | $5,000 | |
| Westminster Legacy Foundation | ||||||||
| 4800 W 92nd Avenue | Westminster | CO | 80031 | None | PC | Victory Garden at Metzger Farm Open Space | $5,000 | |
| YMCA of Metropolitan Chicago | ||||||||
| 1030 W Van Buren | Chicago | IL | 60607 | None | PC | Maker Lab Expansion | $50,000 | |
| YMCA of the Greater Twin Cities | ||||||||
| 651 Nicollet Mall Suite 500 | Minneapolis | MN | 55402 | None | PC | Eagan YMCA Early Childhood STEM Project | $41,000 | |
| YMCA of the Greater Twin Cities | ||||||||
| 651 Nicollet Mall Suite 500 | Minneapolis | MN | 55402 | None | PC | STEM & Literacy Support at the Rochester YMCA | $20,000 | |
| Youth Frontiers Inc | ||||||||
| 5215 Edina Industrial Blvd Suite | Minneapolis | MN | 55439 | None | PC | Leadership Conferences | $5,000 | 400 |
| YouthLink | ||||||||
| 41 N 12th Street | Minneapolis | MN | 55403 | None | PC | Career Pathways Navigation | $42,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,201,583 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Denver Kids | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1617 S Acoma Street 2nd Fl | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Denver Kis's University | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,533 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $297,808 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,636,882 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Proceeds from securities litigation | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $297,808 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,716,470 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,014,278 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Encore One LLC | ||||||
| 1 | 10350 Bren Road West | Minnetonka | MN | 55343 | $2,079,832 | Yes (X) |
| Opus Holding LLC | ||||||
| 2 | 10350 Bren Road West | Minnetonka | MN | 55343 | $405,400 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $28,852 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,852 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part VIII, Line 1: | FormAndLineReferenceDesc |
| Medium Explanation | Opus Foundation pays GHR Foundation for management/philanthropy services, which are provided by some of the foundation's officers. Amounts paid during 2019 are as follows: GHR Foundation Suite 2950, 60 South 6th Street Minneapolis, MN 55402 $510,915 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Loeb Arbitrage Fund | FMV | $62,039 | $62,039 |
| Carlyle Europe Parts II, L.P. | FMV | $11,504 | $11,504 |
| Adler Asian Private Equity, LLC | FMV | $160,596 | $160,596 |
| Adler Bond Fund, LLC | FMV | $20,664,564 | $20,664,564 |
| Adler CPIV, LLC | FMV | $27,022 | $27,022 |
| Adler CPV, LLC | FMV | $286,833 | $286,833 |
| Adler Energy Infrastr III, LLC | FMV | $48,573 | $48,573 |
| Adler Energy Infrastr IV, LLC | FMV | $228,371 | $228,371 |
| Adler Equity Fund, LLC | FMV | $36,783,602 | $36,783,602 |
| Adler Health Care, LLC | FMV | $193,404 | $193,404 |
| Adler New Euro Priv Eqty, LLC | FMV | $118,035 | $118,035 |
| Adler Oaktree, LLC | FMV | $56,590 | $56,590 |
| Adler Opportunistic Debt, LLC | FMV | $46,552 | $46,552 |
| Alder Energy Finance, LLC | FMV | $261,836 | $261,836 |
| Adler Opportunistic Debt II | FMV | $1,474,655 | $1,474,655 |
| Adler CPVI | FMV | $1,046,326 | $1,046,326 |
| Adler Energy Infrastr V, LLC | FMV | $396,101 | $396,101 |
| Adler Health Partners III, LLC | FMV | $2,345,032 | $2,345,032 |
| Adler Small Buyout Fund | FMV | $1,477,228 | $1,477,228 |
| Adler Trans Recovery Fd, LLC | FMV | $1,071,447 | $1,071,447 |
| Adler Co-invest Opp Fd, LLC | FMV | $1,614,337 | $1,614,337 |
| Adler NGP XI, LLC | FMV | $1,392,697 | $1,392,697 |
| Adler Energy Finance II, LLC | FMV | $302,649 | $302,649 |
| Adler Opportunistic Debt III | FMV | $249,759 | $249,759 |
| Adler SG Small Buyout Fund III | FMV | $1,055,439 | $1,055,439 |
| Adler Lighthouse Partners, LLC | FMV | $3,782,115 | $3,782,115 |
| Adler Cinven VI, LLC | FMV | $509,155 | $509,155 |
| Adler MPE Fund II, LLC | FMV | $1,078,532 | $1,078,532 |
| Adler Southfield II, LLC | FMV | $1,549,859 | $1,549,859 |
| Adler Health Partners IV, LLC | FMV | $1,271,293 | $1,271,293 |
| Adler Frontenac XI, LLC | FMV | $614,594 | $614,594 |
| Adler 2018 Alternative Investments, LLC | FMV | $2,088,071 | $2,088,071 |
| Adler 2019 Alternative Investments, LLC | FMV | $583,132 | $583,132 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues & Subscriptions | $2,500 | $0 | $2,500 |
| Bank Fees | $438 | $438 | $0 |
| Miscellaneous | $4,862 | $0 | $4,862 |
| Pass-through portfolio deductions | $0 | $1,081,112 | $0 |
| Professional Development | $3,675 | $0 | $3,675 |
| Insurance | $6,154 | $0 | $6,154 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Allocated Partnership Income | $9,934,690 | $0 | $9,934,690 |
| Allocated Partnership Income | $1,759,889 | ||
| Proceeds from securities litigation | $55 | $55 | $55 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/(Loss) | Desc |
| Amt | $2,197 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $7,000 | $7,000 | $0 |
| Consulting Fees | $6,750 | $0 | $6,750 |
| Program Fees | $369,706 | $0 | $369,706 |
| Grants Management Fee | $115,857 | $0 | $115,857 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $64,116 | $0 | $0 |
| Foreign Tax | $0 | $50,350 | $0 |
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