JOHN & DENISE GRAVES FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & DENISE GRAVES FOUNDATION (EIN 47-1300668)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349102907
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:22:50-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471300668 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN & DENISE GRAVES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6123899820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 CHICAGO AVENUE SOUTH NO 100 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G GRAVES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6123492705 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.17.208.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 11:57:29 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FD302F4D5CE3C660ABAF9933EAAEEC9F457F14F9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8755957C498CC647B6D8C767D37D8F9A562EC09B | 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 | $54,512,140 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $920,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $928,212 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,234,868 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,679,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,244,856 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,528 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,155,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,170,540 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $133,631 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $133,631 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $238,041 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $238,041 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $69,195 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $69,195 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $574 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $574 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,482 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,192 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $319,332 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $271,247 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $48,085 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,805 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $42,376 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $54,376 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,171 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,490 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $645 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $645 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101,259 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,478 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100,639 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,063,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $301,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $693,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,356,088 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,356,088 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,419,602 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $301,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,049,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,735,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,868,815 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,713 | CashBOYAmt |
| Cash EOY | $54,955 | CashEOYAmt |
| Cash EOYFMV | $54,955 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,519,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,516,874 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,516,874 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $16,188 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $444,155 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,712,964 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,712,964 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $36,480,206 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,296,284 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,296,284 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,143,207 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,699,778 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,699,778 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $188,531 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,609 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $152,727 | LandBOYAmt |
| Land EOY | $132,922 | LandEOYAmt |
| Land EOYFMV | $132,922 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $98,363 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $98,363 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,818,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,512,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,512,140 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $50,791 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $98,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $86,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $98,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,791 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,720,947 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $54,375,349 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,720,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,375,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,818,947 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,512,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,720,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,735,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $918,980 | OtherIncreasesAmt |
| Subtotal | $54,375,349 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,375,349 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $30,316,545 | $22,434,563 | $7,881,982 | $7,881,982 | |
| CAPITAL GAINS | $352,886 | $352,886 | $352,886 | P | |
| CAPITAL GAINS - PARTNERSHIPS | $9,988 | $9,988 | $9,988 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,244,856 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,796,479 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,014,864 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057054 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,311,831 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $48,252,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047911 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,996,537 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $45,847,171 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043548 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,658,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,531,533 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036432 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,086 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,182,995 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.001626 | DistributionYr5Rt |
| Total Distribution | 0.186571 | TotalDistributionRt |
| Average Distribution | 0.037314 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,564,916 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,924,093 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $88,688 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,012,781 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,049,956 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $88,688 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,688 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,688 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $94,840 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,152 | OverpaymentAmt |
| Applied To ES Tax | $6,152 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JDGRAVESFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | WILLIAM G GRAVES | IndividualWithBooksNm |
| Phone | 6123899820 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 CHICAGO AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM G GRAVES | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | TRUSTEE/PRESIDENT | 40.00 | $116,403 | $17,228 | $0 |
| JOHN E GRAVES | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DENISE A GRAVES | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KYRRA RANKINE | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | PARTNERSHIPS AND INI | 40.00 | $109,892 | $18,675 | $0 |
| DESEANDRA SHEPPHEARD | ||||||||
| 2929 CHICAGO AVENUE S STE 100 | MINNEAPOLIS | MN | 55407 | DIRECTOR OF GRANTS & | 40.00 | $103,253 | $11,542 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RBC WEALTH MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 WEST ST GERMAIN STE 400 | AddressLine1Txt |
| City | ST CLOUD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $271,247 | 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 | $45,291,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,058,376 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,350,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,350,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $785,253 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,564,916 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,578,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,578,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,688 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,688 | TotalTaxAmt |
| Distributable Before Adj | $2,489,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,489,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,489,558 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,049,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,049,956 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $88,688 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,961,268 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,489,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,314,781 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,049,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,314,781 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,735,175 | 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 | $754,383 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN E GRAVES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LETTER OF INTENT ACCEPTED BY E-MAIL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 CHICAGO AVENUE SOUTH SUITE 100 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6123899820 | RecipientPhoneNum |
| Recipient Email Address | INFO@JDGRAVESFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | UNSOLICITED LETTERS OF INTEREST THAT ARE SUBMITTED FOLLOWING OUR GUIDELINES WILL BE READ AS THE FOUNDATION STAFF IS ABLE. PROPOSALS SELECTED BY FOUNDATION STAFF FOR APPROVAL WILL BE REVIEWED AT SUBSEQUENT BOARD MEETINGS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE GRAVES FAMILY FOUNDATION FUNDS: ORGANIZATIONS WHO PROVIDE SUPPORT AND CARE TO VULNERABLE YOUTH AS THEY LEAVE THE K-12 SYSTEM AND BEGIN THEIR JOURNEY TO ADULTHOOD. THE GRAVES FAMILY FOUNDATION DOES NOT FUND GRANTS: TO INDIVIDUALS; FOR SACRAMENTAL OR THEOLOGICAL FUNCTIONS OF RELIGIOUS ORGANIZATIONS; FOR ANNUAL FUNDRAISING EVENTS; TO ENDOWMENTS; FOR PROPAGANDIZING, INFLUENCING LEGISLATION AND/OR ELECTIONS, PROMOTING VOTER REGISTRATION, FOR POLITICAL CANDIDATES, POLITICAL CAMPAIGNS, OR FOR LITIGATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WHY YOU INITIATIVE | ||||||||
| 60 SOUTH 6TH STREET SUITE 2800 | MINNEAPOLIS | MN | 55402 | NONE | PC | 18+ GRANT | $40,000 | |
| MINNESOTA ONE STOP FOR COMMUNITIES | ||||||||
| 260 WENTWORTH AVE E | ST PAUL | MN | 55118 | NONE | PC | FINAL PARENT MENTOR PROGRAM | $75,000 | |
| MINNESOTA LITERACY COUNCIL | ||||||||
| 700 RAYMOND AVENUE SUITE 180 | ST PAUL | MN | 55114 | NONE | PC | PARTNERSHIP FOR PERMANENCE | $30,000 | |
| PROPEL NONPROFITS | ||||||||
| 1 MAIN STREET SUITE 600 | MINNEAPOLIS | MN | 55414 | NONE | PC | PARTNERSHIP FOR PERMANENCE | $25,000 | |
| MINNESOTA ALLIANCE WITH YOUTH | ||||||||
| 2233 UNIVERSITY AVE W 235 | ST PAUL | MN | 55114 | NONE | PC | SEEDING CONDITIONS GRANT | $30,000 | |
| HIAWATHA LEADERSHIP ACADEMY | ||||||||
| 1611 EAST 46TH STREET | MINNEAPOLIS | MN | 55105 | NONE | PC | GEN OP GRANT | $50,000 | |
| NEXUS COMMUNITY PARTNERS | ||||||||
| 2314 UNIVERSITY AVE W | ST PAUL | MN | 55114 | NONE | PC | COMMUNITY TOOL GRANT | $20,000 | |
| LOVEWORKS ACADEMY FOR VISUAL & PERFORMING ARTS | ||||||||
| 2225 ZENITH AVE N | GOLDEN VALLEY | MN | 55422 | NONE | PC | LWA STAFF & ARTS DEVELOPMENT | $50,000 | |
| CAMPHOR UNITED METHODIST CHURCH | ||||||||
| 585 FULLER AVE | ST PAUL | MN | 55103 | NONE | PC | SALLIE SHEPPHEARD MEMORIAL FUND | $1,000 | |
| THE BROOKLYN BRIDGE ALLIANCE FOR YOUTH | ||||||||
| 6150 SUMMIT DR N SUITE 200 | BROOKLYN CENTER | MN | 55430 | NONE | PC | EDUCATIONAL EQUITY | $5,000 | |
| HENNEPIN COUNTY HUMAN SERVICES | ||||||||
| A-1020 GOVERNMENT CENTER MC107 300 | MINNEAPOLIS | MN | 55487 | NONE | GOV | CHILD WELFARE PREDICTIVE SCREENING RESEARCH GRANT | $17,000 | SOUTH 6TH ST |
| REBOUND INC | ||||||||
| 710 WEST BROADWAY AVE N | MINNEAPOLIS | MN | 55411 | NONE | PC | 18+ GRANT | $45,000 | |
| ED ALLIES | ||||||||
| 2800 UNIVERSITY AVE 202 | MINNEAPOLIS | MN | 55414 | NONE | PC | PARTNERSHIP GRANT | $50,000 | |
| KWST BEHAVIORAL GROUP | ||||||||
| 116 PAGE STREET W | ST PAUL | MN | 55107 | NONE | PC | SCHOOL COMMUNITIES GRANT | $50,000 | |
| CONNECTIONS TO INDEPEDENCE | ||||||||
| 310 E 38TH STREET SUITE 300 | MINNEAPOLIS | MN | 55409 | NONE | PC | CURRICULUM GRANT | $8,000 | |
| NEW SECTOR ALLIANCE | ||||||||
| PO BOX 20110 | STANFORD | CA | 94309 | NONE | PC | EDUCATIONAL EQUITY | $100,000 | |
| BEACON INTERFAITH HOUSING COLLABORATIVE | ||||||||
| 2610 UNIVERSITY AVE W SUITE 100 | ST PAUL | MN | 55114 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MINNESOTA PRISON WRITING WORKSHOP | ||||||||
| PO BOX 7262 | MINNEAPOLIS | MN | 55407 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WAYZATA SAILING FOUNDATION DBA WAYZATA COMMUNITY SAILING CENTER | ||||||||
| PO BOX 768 | WAYZATA | MN | 55391 | NONE | PC | ADAPTIVE SAILING GRANT | $3,000 | |
| THE LINK | ||||||||
| 1210 GLENWOOD AVE | MINNEAPOLIS | MN | 55405 | NONE | PC | 18+ GRANT | $40,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 401 2ND AVE N SUITE 200 | MINNEAPOLIS | MN | 55401 | NONE | PC | PARTNERSHIP GRANT | $50,000 | |
| RISEN CHRIST CATHOLIC SCHOOL | ||||||||
| 1220 EAST 37TH ST | MINNEAPOLIS | MN | 55407 | NONE | PC | EDUCATION GRANT | $30,000 | |
| LIFEWORKS SERVICES INC | ||||||||
| 2965 LONE OAK DR SUITE 160 | EAGAN | MN | 55121 | NONE | PC | LIFEWORKS GRANT | $5,000 | |
| THE ANIKA FOUNDATION | ||||||||
| 617 HARRY DAVIS LANE | MINNEAPOLIS | MN | 55411 | NONE | PC | 18+ PROGRAM | $1,000 | |
| ZION BAPTIST CHURCH | ||||||||
| 621 ELWOOD AVE N | MINNEAPOLIS | MN | 55411 | NONE | PC | EDUCATIONAL EQUITY | $25,000 | |
| EDUCATION FOR LIBERATION NETWORK | ||||||||
| 15493 PIEDMONT ST | DETROIT | MI | 48223 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PACER CENTER INC | ||||||||
| 8161 NORMANDALE BLVD | BLOOMINGTON | MN | 55437 | NONE | PC | GEN ED PARENT SUPPORT | $40,000 | |
| PROOF ALLIANCE | ||||||||
| 2233 UNIVERSITY AVE W 395 | ST PAUL | MN | 55114 | NONE | PC | GENERAL OPERATIONS FUNDING | $25,000 | |
| AMERICAN INDIAN COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 1508 EAST FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| EDUCATORS 4 EXCELLENCE | ||||||||
| 2446 UNIVERSITY AVE WEST SUITE 100 | ST PAUL | MN | 55114 | NONE | PC | EDUCATIONAL EQUITY | $50,000 | |
| SAFEMN | ||||||||
| 3751 VINCENT AVE NORTH | MINNEAPOLIS | MN | 55412 | NONE | PC | 18+ PROGRAM | $4,500 | |
| YU | ||||||||
| 60 SOUTH 6TH STREET SUITE 2800 | MINNEAPOLIS | MN | 55402 | NONE | PC | CONFAB CONFERENCE | $235 | |
| PROPEL NONPROFITS | ||||||||
| 1 MAIN STREET SUITE 600 | MINNEAPOLIS | MN | 55414 | NONE | PC | FOSTER ADVOCATES GRANT | $30,000 | |
| SAFEMN | ||||||||
| 3751 VINCENT AVE NORTH | MINNEAPOLIS | MN | 55412 | NONE | PC | GENERAL OPERATING GRANT | $40,000 | |
| ACHIEVEMPLS | ||||||||
| 2829 UNIVERSITY AVE SE SUITE 850 | MINNEAPOLIS | MN | 55414 | NONE | PC | MELA AWARD GRANT | $75,153 | |
| COALITION OF ASIAN AMERICAN LEADERS | ||||||||
| 941 LAFOND AVE SUITE 205 | ST PAUL | MN | 55104 | NONE | PC | PARENT EMPOWERMENT GRANT | $40,000 | |
| DREAMS COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 528 | CHARLESTON | WV | 25322 | NONE | PC | ROBBINSDALE DISTRICT LICENSING PAYMENT | $65,000 | |
| STUDENTS FOR EDUCATION REFORM | ||||||||
| 116 NASSAU ST SUITE 519 | NEW YORK | MN | 10038 | NONE | PC | SFER LEADERSHIP GRANT | $40,000 | |
| MINNESOTA MINORITY EDUCATION PARTNERSHIP | ||||||||
| 2233 UNIVERSITY AVE W 220 | ST PAUL | MN | 55114 | NONE | PC | TEACHERS OF COLOR CAMPAIGN | $40,000 | |
| HOPE COMMUNITY INC | ||||||||
| 611 E FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | COMMUNITY GRANT | $15,000 | |
| WE IMPACT | ||||||||
| 3620 E 26TH ST | MINNEAPOLIS | MN | 55406 | NONE | PC | GENERAL OPERATIONS GRANT | $25,000 | |
| MINNESOTA COMEBACK | ||||||||
| 1330 LAGOON AVE | MINNEAPOLIS | MN | 55408 | NONE | PC | MN COMEBACK PROGRAMMING GRANT | $50,000 | |
| GREAT MINNESOTA SCHOOLS | ||||||||
| 1330 LAGOON AVE 4TH FLOOR | MINNEAPOLIS | MN | 55408 | NONE | PC | GENERAL OPERATIONS GRANT | $50,000 | |
| CENTRO TYRONE GUZMAN | ||||||||
| 1915 CHICAGO AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | PARENT ADVOCATE GRANT | $30,000 | |
| LEARNING DISABILITIES ASSOCIATION OF MINNESOTA | ||||||||
| 6100 GOLDEN VALLEY RD | MINNEAPOLIS | MN | 55422 | NONE | PC | GENERAL OPERATIONS GRANT | $25,000 | |
| HOPE COMMUNITY INC | ||||||||
| 611 E FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL OPERATIONS COMMUNITY GRANT | $25,000 | |
| AUDOBON CENTER OF THE NORTH WOODS | ||||||||
| 54165 AUDOBON DRIVE PO BOX 530 | SANDSTONE | MN | 55072 | NONE | PC | TSLP COMNUNITY TRANSITION GRANT | $55,000 | |
| THE ANIKA FOUNDATION | ||||||||
| 617 HARRY DAVIS LANE | MINNEAPOLIS | MN | 55411 | NONE | PC | BLACK VOTES MATTER | $5,000 | |
| TAKEACTION MN | ||||||||
| 700 RAYMOND AVENUE 100 | ST PAUL | MN | 55114 | NONE | PC | COPAL | $10,000 | |
| ISAIAH | ||||||||
| 2356 UNIVERSITY AVE W | ST PAUL | MN | 55114 | NONE | PC | COMMUNITY GRANT | $30,000 | |
| JEWISH COMMUNITY ACTION | ||||||||
| 2375 UNIVERSITY AVE W STE 150 | ST PAUL | MN | 55114 | NONE | PC | COMMUNITY GRANT | $20,000 | |
| TAKEACTION MN | ||||||||
| 700 RAYMOND AVENUE 100 | ST PAUL | MN | 55114 | NONE | PC | COMMUNITY GRANT | $30,000 | |
| MN350 | ||||||||
| 4407 E LAKE ST | MINNEAPOLIS | MN | 55406 | NONE | PC | COMMUNITY GRANT | $10,000 | |
| BENILDE-ST MARGARET'S SCHOOL | ||||||||
| 2501 HIGHWAY 100 SOUTH | ST LOUIS PARK | MN | 55416 | NONE | PC | TUITION ASSISTANCE GRANT | $121,200 | |
| BETHUNE COMMUNITY SCHOOL | ||||||||
| 1250 WEST BROADWAY AVE N2-029 | MINNEAPOLIS | MN | 55411 | NONE | PC | EDUCATIONAL EQUITY | $5,000 | |
| PARTNERSHIPS FOR PERMANENCE | ||||||||
| 445 MINNESOTA ST STE 1500 | ST PAUL | MN | 55101 | NONE | PC | 18+ PROGRAM | $4,000 | |
| EL COLEGIO CHARTER SCHOOL | ||||||||
| 4137 BLOOMINGTON AVE | MINNEAPOLIS | MN | 55407 | NONE | PC | GENERAL OPERATIONS EDUCATION GRANT | $30,000 | |
| NAVIGATE | ||||||||
| 1515 EAST LAKE ST STE 2020 | MINNEAPOLIS | MN | 55407 | NONE | PC | COMMUNITY GRANT | $25,000 | |
| FRIENDSHIP ACADEMY OF ARTS | ||||||||
| 2600 E 38TH ST | MINNEAPOLIS | MN | 55406 | NONE | PC | SCHOOL COMMUNITY GRANT | $35,000 | |
| ACER | ||||||||
| 6800 78TH AVE N | BROOKLYN PARK | MN | 55445 | NONE | PC | COMMUNITY GRANT | $20,000 | |
| ALL SQUARE | ||||||||
| 4047 MINNEHAHA AVE | MINNEAPOLIS | MN | 55406 | NONE | PC | 18+ PROGRAM | $5,000 | |
| DREAMS COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 528 | CHARLESTON | WV | 25322 | NONE | PC | ROBINSDALE MIDDLE SCHOOL | $5,000 | |
| IN THE HEART OF THE BEAST THEATRE | ||||||||
| 1500 E LAKE ST | MINNEAPOLIS | MN | 55407 | NONE | PC | COMMUNITY GRANT | $25,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 401 2ND AVE N SUITE 200 | MINNEAPOLIS | MN | 55401 | NONE | PC | EDUCATIONAL EQUITY | $10,000 | |
| WE IMPACT | ||||||||
| 3620 E 26TH ST | MINNEAPOLIS | MN | 55406 | NONE | PC | EDUCATORS IMPACT EVENT | $1,000 | |
| BRIGHT WATER ELEMENTARY | ||||||||
| 5140 FREMONT AVE N | MINNEAPOLIS | MN | 55430 | NONE | PC | PROFESSIONAL DEVELOPMENT GRANT | $40,000 | |
| MINNEAPOLIS PUBLIC SCHOOLS | ||||||||
| 1250 WEST BROADWAY | MINNEAPOLIS | MN | 55411 | NONE | GOV | MPS TEACHER PATHWAY GRANT | $100,000 | |
| YOUTHLINK | ||||||||
| 41 N 12TH STREET | MINNEAPOLIS | MN | 55403 | NONE | PC | HOMELESS YOUTH GAP FUNDING | $50,000 | |
| PROJECT HOPE | ||||||||
| 255 CARTER HALL LANE PO BOX 250 | MILWOOD | VA | 22646 | NONE | PC | BAHAMAS HURRICANE RELIEF | $10,000 | |
| PROPEL NONPROFITS | ||||||||
| 1 MAIN STREET SUITE 600 | MINNEAPOLIS | MN | 55414 | NONE | PC | PROS GRANT | $50,000 | |
| VOLUNTEER LAWYERS NETWORK | ||||||||
| 600 NICOLLET MALL SUITE 390A | MINNEAPOLIS | MN | 55402 | NONE | PC | RR GRANT, KR | $5,000 | |
| VOICES FOR RACIAL JUSTICE | ||||||||
| 2525 EAST FRANKLIN AVE SUITE 301 | MINNEAPOLIS | MN | 55406 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ASSOCIATION FOR BLACK ECONOMIC POWER | ||||||||
| 227 COLFAX AVE N SUITE 230 | MINNEAPOLIS | MN | 55405 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| MINNEAPLIS PUBLIC SCHOOLS | ||||||||
| 1250 WEST BROADWAY | MINNEAPOLIS | MN | 55411 | NONE | GOV | 26 LETTERS EQUITY GRANT | $36,000 | |
| POWDERHORN PARK NEIGHBORHOOD ASSOCIATION | ||||||||
| 821 EAST 35 ST | MINNEAPOLIS | MN | 55407 | NONE | PC | PPNA COMMUITY HUB GRANT | $30,000 | |
| THE ST PAUL FOUNDATION | ||||||||
| 101 5TH ST E 2400 | ST PAUL | MN | 55101 | NONE | PC | HEADING HOME MN FUNDERS COLLABORATIVE | $10,000 | |
| PROJECT FOR PRIDE AND LIVING | ||||||||
| 1035 E FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | LEAP GRANT | $40,000 | |
| LAKE STREET COUNCIL | ||||||||
| 919 EAST LAKE STREET | MINNEAPOLIS | MN | 55407 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| TASKS UNLIMITED | ||||||||
| 2419 NICOLLET AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | ENVISION COMMUNITY PROJECT | $4,000 | |
| ALLIANCE FOR METROPOLITAN STABILITY | ||||||||
| 2525 E FRANKLIN AVE | MINNEAPOLIS | MN | 55406 | NONE | PC | HHMFC COLLABORATIVE TENANTS' RIGHTS | $30,000 | |
| HOME LINE | ||||||||
| 8011 34TH AVE S 126 | BLOOMINGTON | MN | 55425 | NONE | PC | HHMFC COLLABORATIVE TENANTS' RIGHTS | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,356,088 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $920,156 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,244,856 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER K-1 ACTIVITY | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,162,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,162,484 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,482 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,192 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES | $253,631 | $253,631 |
| ALLIANZGI NJF MID CAP VALUE FD CL P | $851,859 | $851,859 |
| ALPHABET INC CLASS C CAPITAL STOCK | $85,569 | $85,569 |
| ALPHABET INC CLASS A COMMON STOCK | $164,745 | $164,745 |
| AMAZON.COM INC | $227,284 | $227,284 |
| AMGEN INC | $286,632 | $286,632 |
| APPLE INC | $337,698 | $337,698 |
| AT&T INC | $283,252 | $283,252 |
| AUTOMATIC DATA PROCESSING INC | $245,520 | $245,520 |
| BANK OF AMERICA CORP | $281,373 | $281,373 |
| BERKSHIRE HATHAWAY INC DEL CL B | $253,454 | $253,454 |
| BRISTOL MYERS SQUIBB CO | $321,143 | $321,143 |
| CATERPILLAR INC | $247,364 | $247,364 |
| CHEVRON CORPORATION | $220,654 | $220,654 |
| CISCO SYSTEMS INC | $200,137 | $200,137 |
| COCA COLA COMPANY (THE) | $274,038 | $274,038 |
| DIAMOND HILL FDS SMALL MID CAP FD CL I | $893,877 | $893,877 |
| ECOLAB INC | $244,904 | $244,904 |
| ELI LILLY & CO | $236,180 | $236,180 |
| EXXON MOBIL CORP | $196,012 | $196,012 |
| FACEBOOK INC CL A | $265,799 | $265,799 |
| FEDEX CORP | $183,267 | $183,267 |
| FRANKLIN SMALL CAP GROWTH FUND-ADVISOR CL | $792,305 | $792,305 |
| GENERAL MILLS INC | $241,288 | $241,288 |
| GOLDMAN SACHS GROUP INC | $263,500 | $263,500 |
| HOME DEPOT INC | $250,263 | $250,263 |
| HONEYWELL INTL INC | $252,933 | $252,933 |
| INTEL CORP | $249,634 | $249,634 |
| INTERNATIONAL BUSINESS MACHINES CORP | $216,475 | $216,475 |
| ISHARES RUSSELL 1000 ETF | $1,073,910 | $1,073,910 |
| ISHARES RUSSELL 2000 ETF | $917,812 | $917,812 |
| ISHARES SELECT DIVIDEND ETF | $505,372 | $505,372 |
| JOHNSON & JOHNSON | $247,541 | $247,541 |
| JPMORGAN CHASE & CO | $305,844 | $305,844 |
| KIMBERLY CLARK CORP | $261,207 | $261,207 |
| MASTERCARD INCORPORATED | $345,767 | $345,767 |
| MCDONALDS CORP | $239,899 | $239,899 |
| MERCK & CO INC | $259,026 | $259,026 |
| MICROSOFT CORP | $304,676 | $304,676 |
| ORACLE CORPORTION | $226,595 | $226,595 |
| PFIZER INC | $210,749 | $210,749 |
| PROCTOR & GAMBLE CO | $274,905 | $274,905 |
| SPDR S&P 500 ETF TRUST | $2,903,177 | $2,903,177 |
| STRYKER CORP | $246,050 | $246,050 |
| T ROWE PRICE DIVERSIFIED MID CAP GROWTH FDS INC | $951,122 | $951,122 |
| TARGET CORP | $365,655 | $365,655 |
| UNDER ARMOUR INC CL A | $119,621 | $119,621 |
| UNITED PARCEL SVC INC CL B | $238,685 | $238,685 |
| UNITED TECHNOLOGIES CORP | $327,675 | $327,675 |
| US BANCORP DEL COM | $276,588 | $276,588 |
| VANGUARD RUSSELL 1000 VALUE ETF | $850,575 | $850,575 |
| VERIZON COMMUNICATIONS | $242,284 | $242,284 |
| VISA INC CL A COMMON STOCK | $274,334 | $274,334 |
| WALMART INC COMMON STOCK | $277,848 | $277,848 |
| WALT DISNEY CO | $284,921 | $284,921 |
| WASTE MANAGEMENT INC DEL | $257,436 | $257,436 |
| WELLS FARGO & CO | $256,572 | $256,572 |
| XCEL ENERGY INC COMMON STOCK | $263,928 | $263,928 |
| 3M COMPANY | $190,886 | $190,886 |
| DODGE & COX FUNDS INTERNATIONAL STOCK FUND | $847,144 | $847,144 |
| EUROPACIFIC GROWTH FD SHS CL F-2 | $922,125 | $922,125 |
| ISHARES MSCI EAFE ETF | $606,836 | $606,836 |
| MEDTRONIC PLC COM | $293,949 | $293,949 |
| NEW WORLD FD INC NEW CL F-2 SHS | $304,780 | $304,780 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,712,964 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,712,964 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CALAMOS INVT TR NEW MARKET NEUTRAL FD CL I | FMV | $440,264 | $440,264 |
| DIAMOND HILL LONG-SHORT FUND CLASS I | FMV | $446,199 | $446,199 |
| SCHWAB STRATEGIC TR US REIT ETF | FMV | $446,961 | $446,961 |
| NORTHERN PACIFIC GROWTH FOUNDATION PARTNERS, LP | FMV | $2,366,354 | $2,366,354 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $574 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $574 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM PERIS FOUNDATION | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $98,363 | EOYBookValueAmt |
| EOYFMV | $98,363 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM EXPENSE | $76,259 | $0 | $0 | $75,759 |
| TECHNOLOGY, COMPUTER, & WEBSITE FEES | $13,630 | $0 | $0 | $13,510 |
| OFFICE EXPENSES | $11,345 | $0 | $0 | $11,345 |
| FILING FEES | $25 | $0 | $0 | $25 |
| PARTNERSHIP EXPENSES | $0 | $30,478 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER K-1 ACTIVITY | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$2,528 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $918,980 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED LEASEHOLD ALLOWANCE | Desc |
| BOY Book Value | $98,000 | BOYBookValueAmt |
| EOY Book Value | $86,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $271,247 | $271,247 | $0 | $0 |
| PROFESSIONAL DEVELOPMENT AND CONSULTING | $48,085 | $0 | $0 | $48,085 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $85,003 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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