THE MORTENSON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MORTENSON FAMILY FOUNDATION (EIN 41-1958621)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349103612
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:50:49-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | 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 | 411958621 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTENSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 7632875500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MEADOW LANE N | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554224899 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A MORTENSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7632875500 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.89.80.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 09:52:36 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7959FE1A3CC2C0DDEED479105A8F8E55066E050C | 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 | $91,264,981 | 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 | $1,755,354 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $197,088 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $197,088 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,229,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,225,494 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,483,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,652,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,483,125 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $331,231 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $365,128 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,996,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,270,835 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $131,707 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $131,707 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $239,088 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $239,088 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,475 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $26,475 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,763 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,763 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $95,792 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $95,792 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $499,330 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $499,077 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $253 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $49,711 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $49,711 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,502 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,196 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,569 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,627 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,536 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,536 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $535,681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,355 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,560 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,659,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $598,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $519,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,430,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,600,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,089,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $598,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,119,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,093,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,672,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,175 | CashBOYAmt |
| Cash EOY | $2,120,130 | CashEOYAmt |
| Cash EOYFMV | $2,120,130 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,949,546 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,848,456 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,848,456 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $39,345,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,003,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,846,137 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,424,149 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,240,124 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,861,118 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,221 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,221 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $2,040,548 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,589,140 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,589,140 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $78,774,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,801,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $91,264,981 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $13,000,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $13,330,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $200,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $264,582 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,200,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,594,582 | 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 | $65,574,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $70,206,949 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,574,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,206,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,774,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,801,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,574,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,093,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,569,354 | OtherIncreasesAmt |
| Subtotal | $71,050,462 | SubtotalAmt |
| Other Decreases | $843,513 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,206,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM K-1 OKABENA MARKETABLE ALTERNATIVE | P | -$186,039 | -$186,039 | ||
| FROM K-1 HEWITT LLLP | P | $1,909 | $1,909 | ||
| FROM K-1 RETHINK IMPACT LP | P | $23,341 | $23,341 | ||
| FROM K-1 ABBEY CAPITAL | P | $123,728 | $123,728 | ||
| FROM K-1 BRIDGE WORKFORCE | P | -$1,731 | -$1,731 | ||
| FROM K-1 COLCHESTER REAL RETURN BOND | P | $8,930 | $8,930 | ||
| PUBLICLY TRADED SECURITIES | $1,350,481 | $1,350,481 | $12,652,661 | $11,302,180 | |
| CAPITAL GAIN DISTRIBUTION | P | $162,506 | $162,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,483,125 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,576,506 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $84,085,923 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030641 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,312,563 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $53,414,731 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043294 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,973,079 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,962,101 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045926 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,831,835 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $40,445,454 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045291 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,597,540 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,673,532 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040267 | DistributionYr5Rt |
| Total Distribution | 0.205419 | TotalDistributionRt |
| Average Distribution | 0.041084 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $88,004,520 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,615,578 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,726 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,642,304 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,119,826 | 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 | $26,726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,249 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,249 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,523 | OverpaymentAmt |
| Applied To ES Tax | $11,523 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MORTENSONFAMILY.ORG | WebsiteAddressTxt |
| Individual With Books | LANSING GROUP LLC | IndividualWithBooksNm |
| Phone | 7632875500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MEADOW LANE NORTH | AddressLine1Txt |
| City | MPLS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55442 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ALICE D MORTENSON | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | PRESIDENT/CHAIR | 3.00 | $0 | $0 | $0 |
| NATHALIE G MORTENSON | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | VICE PRESIDENT (AS OF NOV. 10 2020) | 1.00 | $0 | $0 | $0 |
| DAVID C MORTENSON | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK A MORTENSON | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | SECRETARY | 3.00 | $0 | $0 | $0 |
| CHRISTOPHER D MORTENSON | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATHIAS H MORTENSON | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RANDY JENSON | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | TREASURER | 3.00 | $0 | $0 | $0 |
| DONNA DALTON | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | EXECUTIVE DIRECTOR | 40.00 | $131,707 | $26,475 | $0 |
| KATE M MORTENSON | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATIE M MORTENSON | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANA L MORTENSON | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MAURITZ A MORTENSON JR | ||||||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | VICE PRESIDENT (THROUGH NOV. 9 2020) | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 361 LAKE STREET E SUITE 354 | WAYZATA | MN | 55391 | INVESTMENT ADVISOR | $242,432 |
| LANSING GROUP LLC | |||||
| 700 MEADOW LANE NORTH SUITE 650 | MINNEAPOLIS | MN | 55422 | ADVISOR | $180,758 |
| OKABENA ADVISORS | |||||
| 1800 IDS CENTER 80 SOUTH 8TH STREET | MINNEAPOLIS | MN | 55402 | INVESTMENT ADVISOR | $91,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $81,416,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,467,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $461,100 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,344,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,344,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,340,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,004,520 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,400,226 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,400,226 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,726 | TotalTaxAmt |
| Distributable Before Adj | $4,373,500 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,373,500 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,373,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,119,826 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,119,826 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $26,726 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,093,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,373,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,946,254 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,119,826 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,946,254 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $173,572 | 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 | $4,199,928 | 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 | ALICE D MORTENSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONNA DALTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MEADOW LANE NORTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7632875388 | RecipientPhoneNum |
| Recipient Email Address | DONNA.DALTON@MORTENSONFAMILY.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ONLINE APPLICATION FORMS MAY BE FOUND AT WWW.MORTENSONFAMILY.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY | SubmissionDeadlinesTxt |
| Restrictions On Awards | GUIDELINES MAY BE FOUND AT WWW.MORTENSONFAMILY.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN AMERICAN LEADERSHIP FORUM | ||||||||
| 222 S 9TH ST STE 1600 | MINNEAPOLIS | MN | 55402 | NONE | PC | TO UPLIFT THE BLACK COMMUNITY BY IDENTIFYING AND EMPOWERING BLACK LEADERS | $3,750 | |
| ALIGHT | ||||||||
| 615 FIRST AVENUE NE SUITE 500 | MINNEAPOLIS | MN | 554132681 | NONE | PC | HELPING PEOPLE SURVIVE CONFLICT AND CRISIS AND REBUILD LIVES OF DIGNITY, HEALTH, SECURITY AND SELF-SUFFICIENCY | $58,000 | |
| AMERICAN IRELAND FUNDS | ||||||||
| 10 POST OFFICE SQUARE SUITE 1205 | BOSTON | MA | 02109 | NONE | PC | TO BUILD COMMUNITY WELLBEING BY UNLEASHING THE POTENTIAL OF CHANGEMAKERS EVERYWHERE. | $2,500 | |
| AMHERST H WILDER FOUNDATION | ||||||||
| 451 LEXINGTON PARKWAY NORTH | SAINT PAUL | MN | 55104 | NONE | PC | AIDING AND ASSISTING THE POOR, SICK AND NEEDY PEOPLE OF THE CITY OF ST. PAUL, BY ALL APPROPRIATE MEANS, WITHOUT DISCRIMINATION FOR ANY SUCH PERSONS BY REASON OF THEIR NATIONALITY, SEX, COLOR, OR RELIGIOUS SCRUPLES OR PREJUDICES. | $40,000 | |
| ANEW BAM | ||||||||
| 2355 HIGHWAY 36 W SUITE 400 | ROSEVILLE | MN | 551133905 | NONE | PC | ADVANCING THE ACADEMIC SUCCESS OF YOUTH AND FAMILIES THROUGH CULTURALLY RESPONSIVE ARTS EDUCATION, SOCIAL EMOTIONAL LEARNING, AND AFRICAN AMERICAN HISTORY AND CULTURE | $25,000 | |
| APPETITE FOR CHANGE | ||||||||
| 1200 WEST BROADWAY AVENUE 180 | MINNEAPOLIS | MN | 55411 | NONE | PC | COMMUNITY LED FOOD JUSTICE ORG USING FOOD AS A TOOL FOR BUILDING HEALTH, WEALTH, AND SOCIAL CHANGE | $2,500 | |
| ATHLETES COMMITTED TO EDUCATING STUDENTS | ||||||||
| 1115 E HENNEPIN AVE | MINNEAPOLIS | MN | 55414 | NONE | PC | TO REDUCE THE ACADEMIC ACHIEVEMENT GAP AND INCREASE THE LIKELIHOOD OF SUCCESS FOR YOUTH IN TRADITIONALLY UNDERSERVED COMMUNITIES | $15,000 | |
| BABY'S SPACE A PLACE TO GROW | ||||||||
| 2438 18TH AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | BREAKING THE CYCLE OF POVERTY AND ACADEMIC FAILURE BY PUTTING THE BABYS POINT OF VIEW AT THE CENTER OF FULL-SERVICE CHILDHOOD PROGRAMMING | $20,000 | |
| BOYS & GIRLS CLUBS OF TWIN CITIES | ||||||||
| 690 JACKSON STREET | SAINT PAUL | MN | 55130 | NONE | PC | ENABLING ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS | $2,500 | |
| BREAKTHROUGH TWIN CITIES | ||||||||
| 2051 LARPENTEUR AVE E | SAINT PAUL | MN | 55109 | NONE | PC | SETTING TRADITIONALLY UNDER-REPRESENTED MIDDLE-SCHOOL STUDENTS ON THE PATH TO COLLEGE, WHILE ENGAGING OLDER STUDENTS IN THE ART OF TEACHING | $35,000 | |
| BRIDGING INC | ||||||||
| 201 WEST 87TH STREET | BLOOMINGTON | MN | 55420 | NONE | PC | IMPROVING LIVES BY PROVIDING QUALITY FURNITURE AND HOUSEHOLD GOODS TO THOSE TRANSITIONING OUT OF HOMELESSNESS AND POVERTY THROUGH THE EFFECTIVE REUSE OF DONATED ITEMS. | $2,500 | |
| CANNON RIVER WATERSHED PARTNERSHIP | ||||||||
| 710 DIVISION STREET | NORTHFIELD | MN | 55057 | NONE | PC | ENGAGING PEOPLE IN PROTECTING AND IMPROVING THE WATER QUALITY AND NATURAL SYSTEMS OF THE CANNON RIVER WATERSHED. | $20,000 | |
| CANTUS | ||||||||
| 1201 MARQUETTE AVENUE S SUITE 100 | MINNEAPOLIS | MN | 55403 | NONE | PC | OPENING HEARTS AND MINDS BY ENGAGING AUDIENCES WITH PERFORMANCES OF VITAL AND ENDURING MUSIC AND BY MENTORING YOUNG SINGERS AND EDUCATORS WITH OUR SUCCESSFUL AND HEALTHY MODEL OF VOCAL CHAMBER MUSIC | $3,500 | |
| CENTRO TYRONE GUZMAN | ||||||||
| 1915 CHICAGO AVENUE | MINNEAPOLIS | MN | 55404 | NONE | PC | COMMITTED TO THE WELLBEING OF LATINE FAMILIES THROUGH PROVIDING A HOLISTIC APPROACH TO EDUCATION, HEALTH, AND WELLNESS | $20,000 | |
| CHILDREN'S DEFENSE FUND MINNESOTA | ||||||||
| 555 PARK STREET SUITE 410 | SAINT PAUL | MN | 55103 | NONE | PC | TO ENSURE EVERY CHILD A HEALTHY START, A HEAD START, A FAIR START, A SAFE START AND A MORAL START IN LIFE AND SUCCESSFUL PASSAGE TO ADULTHOOD WITH THE HELP OF CARING FAMILIES AND COMMUNITIES | $25,000 | |
| CHILDREN'S HEARTLINK | ||||||||
| 5075 ARCADIA AVENUE | MINNEAPOLIS | MN | 55436 | NONE | PC | ASSURING THAT CHILDREN AROUND THE WORLD HAVE ACCESS TO QUALITY CARE FOR THE TREATMENT OF HEART DISEASE | $5,000 | |
| CLIMATE GENERATION A WILL STEGER LEGACY | ||||||||
| 2801 21ST AVE SOUTH SUITE 110 | MINNEAPOLIS | MN | 55407 | NONE | PC | TO EMPOWER INDIVIDUALS AND THEIR COMMUNITIES TO ENGAGE IN SOLUTIONS TO CLIMATE CHANGE | $1,500 | |
| COALITION OF ASIAN AMERICAN LEADERS | ||||||||
| 941 LAFOND AVE STE 205 | SAINT PAUL | MN | 55104 | NONE | PC | TO HARNESS OUR COLLECTIVE POWER TO IMPROVE THE LIVES OF COMMUNITY BY CONNECTING, LEARNING, AND ACTING TOGETHER | $3,750 | |
| COMMON HOPE | ||||||||
| 1400 ENERGY PARK DRIVE SUITE 23 | SAINT PAUL | MN | 55108 | NONE | PC | PROMOTING HOPE AND OPPORTUNITY IN GUATEMALA | $37,500 | |
| COMMONBOND COMMUNITIES | ||||||||
| 1080 MONTREAL AVENUE | SAINT PAUL | MN | 55116 | NONE | PC | TO BUILD STABLE HOMES, STRONG FUTURES AND VIBRANT COMMUNITIES. | $1,500 | |
| CORNERSTONE | ||||||||
| 1000 E 80TH ST | BLOOMINGTON | MN | 55420 | NONE | PC | CREATING A CONTINUUM OF SERVICE TO HELP COMMUNITIES WHERE INDIVIDUALS AND FAMILIES ARE SAFE AND CHILDREN THRIVE | $2,500 | |
| CREA | ||||||||
| 5824 CLOVER DRIVE | OAKLAND | CA | 94618 | NONE | PC | TO BRING THE POWER OF LITERACY AND KNOWLEDGE TO EXPAND OPPORTUNITIES FOR IMPROVING THE LIVES OF THE NICARAGUAN LOCAL PEOPLE AND THEIR COMMUNITIES | $10,000 | |
| CULTURAL WELLNESS CENTER | ||||||||
| 2025 PORTLAND AVENUE | MINNEAPOLIS | MN | 55404 | NONE | PC | TO UNLEASH THE POWER OF CITIZENS TO HEAL THEMSELVES AND TO BUILD COMMUNITY | $20,000 | |
| DUNWOODY COLLEGE OF TECHNOLOGY | ||||||||
| 818 DUNWOODY BOULEVARD | MINNEAPOLIS | MN | 55403 | NONE | PC | TO CHANGE LIVES BY BUILDING OPPORTUNITIES FOR GRADUATES TO HAVE SUCCESSFUL CAREERS, TO DEVELOP INTO LEADERS AND ENTREPRENEURS, AND TO ENGAGE IN THE BETTER PERFORMANCE OF LIFES DUTIES. | $300,000 | |
| EDUCATE TANZANIA | ||||||||
| 91 SNELLING AVE N SUITE 210 | SAINT PAUL | MN | 55104 | NONE | PC | TO PARTNER WITH THE PEOPLE OF TANZANIA AND OTHER DEVELOPING COUNTRIES TO PROMOTE AND SUSTAIN SOCIAL AND ECONOMIC PROSPERITY THROUGH EDUCATION | $5,000 | |
| EDUCATORS FOR EXCELLENCE-MINNESOTA | ||||||||
| 2446 UNIVERSITY AVE W SUITE 100 | SAINT PAUL | MN | 55114 | NONE | PC | TO ENSURE THAT TEACHERS HAVE A LEADING VOICE IN THE POLICIES THAT IMPACT THEIR STUDENTS AND PROFESSION | $30,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | WORKS TO IMPROVE JUSTICE AND FAIRNESS IN AMERICA FOR THE POOR, DISADVANTAGED, AND INCARCERATED | $3,000 | |
| FABRETTO CHILDREN'S FOUNDATION | ||||||||
| 1563 SHERMAN AVE SUITE 201 | EVANSTON | IL | 60201 | NONE | PC | EMPOWERING UNDERSERVED CHILDREN AND THEIR FAMILIES IN NICARAGUA TO REACH THEIR FULL POTENTIAL, IMPROVE THEIR LIVELIHOODS, AND TAKE ADVANTAGE OF ECONOMIC OPPORTUNITY | $52,000 | |
| FILMNORTH | ||||||||
| 550 VANDALIA ST STE 120 | SAINT PAUL | MN | 55114 | NONE | PC | TO EMPOWER ARTISTS TO TELL THEIR STORIES, LAUNCH AND SUSTAIN SUCCESSFUL CAREERS, AND ADVANCE THE NORTH AS A LEADER IN THE NATIONAL NETWORK OF INDEPENDENT FILMMAKERS. | $2,000 | |
| FRIENDS OF CANTERA | ||||||||
| 2021 POLLARD PARKWAY | BATON ROUGE | LA | 70808 | NONE | PC | TO SUPPORT THE PROGRAMS OF CANTERA IN NICARAGUA BY PROVIDING ACCESS TO EDUCATION. | $2,000 | |
| FRIENDS OF RAISING THE VILLAGE INCORPORATED | ||||||||
| 511 AVENUE OF THE AMERICAS UNIT 963 | NEW YORK | NY | 10011 | NONE | PC | TO DEVELOP PATHWAYS OUT OF EXTREME POVERTY TOWARDS ECONOMIC SELF-SUFFICIENCY IN SUB-SAHARAN AFRICA. | $10,000 | |
| FRIENDS OF THE BOUNDARY WATERS WILDERNESS | ||||||||
| 401 N 3RD ST 290 | MINNEAPOLIS | MN | 55401 | NONE | PC | WORKS TO PROTECT, PRESERVE AND RESTORE THE WILDERNESS CHARACTER OF THE BOUNDARY WATERS CANOE AREA WILDERNESS AND QUETICO-SUPERIOR ECOSYSTEM | $10,000 | |
| FRIENDS OF THE MISSISSIPPI RIVER | ||||||||
| 101 E 5TH ST STE 2000 | SAINT PAUL | MN | 55101 | NONE | PC | TO ENGAGE PEOPLE TO PROTECT, RESTORE AND ENHANCE THE MISSISSIPPI RIVER AND ITS WATERSHED IN THE TWIN CITIES REGION | $33,500 | |
| GREAT RIVER GREENING | ||||||||
| 251 STARKEY ST SUITE 2200 | SAINT PAUL | MN | 55107 | NONE | PC | TO INSPIRE, ENGAGE, AND LEAD LOCAL COMMUNITIES IN CONSERVING AND CARING FOR THE LAND AND WATER THAT ENRICH OUR LIVES | $7,500 | |
| GREATER MINNEAPOLIS COMMUNITY CONNECTIONS | ||||||||
| 1100 EAST LAKE STREET | MINNEAPOLIS | MN | 55407 | NONE | PC | TO SUPPORT A VISION WHERE EVERYONE HAS ACCESS TO THE OPPORTUNITIES AND RESOURCES NECESSARY TO LIVE HEALTHY, FULFILLING LIVES. | $18,000 | |
| GREATER MINNEAPOLIS CRISIS NURSERY | ||||||||
| 4544 FOURTH AVE S | MINNEAPOLIS | MN | 55419 | NONE | PC | TO END CHILD ABUSE AND NEGLECT AND CREATE STRONG, HEALTHY FAMILIES. | $13,000 | |
| GROUNDSWELL INTERNATIONAL | ||||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | NONE | PC | STRENGTHENS RURAL COMMUNITIES TO BUILD HEALTHY FARMING AND FOOD SYSTEMS FROM THE GROUND UP. | $10,000 | |
| GUATEMALAN TOMORROW FUND INC | ||||||||
| PO BOX 3636 | TEQUESTA | FL | 33469 | NONE | PC | TO PROMOTE THE QUALITY OF LIFE OF INDIGENOUS COMMUNITIES THROUGH ACTIONS THAT STRENGTHEN THEIR CULTURAL IDENTITY AND RURAL CITIZENSHIP, CONTRIBUTING TO THE COMMUNAL WELL BEING THROUGH A GRASSROOTS INDIGENOUS ORGANIZATION RENOWN NATIONALLY AND INTERNATIONALLY FOR ITS HIGH LEVEL OF IMPACT, INNOVATION AND EFFICIENCY. | $25,000 | |
| HAWAII WILDLIFE CENTER | ||||||||
| PO BOX 551752 | KAPAAU | HI | 96755 | NONE | PC | TO PROTECT, CONSERVE AND AID IN THE RECOVERY OF HAWAI'I'S NATIVE WILDLIFE THROUGH HANDS-ON TREATMENT, RESEARCH, TRAINING, SCIENCE EDUCATION AND CULTURAL PROGRAMS. | $1,000 | |
| HEADWATERS FOUNDATION FOR JUSTICE | ||||||||
| 2801 21ST AVE S STE 132-B | MINNEAPOLIS | MN | 55407 | NONE | PC | TO AMPLIFY THE POWER OF COMMUNITY TO ADVANCE EQUITY AND JUSTICE. | $3,500 | |
| HEADWAY EMOTIONAL HEALTH | ||||||||
| 6425 NICOLLET AVE | RICHFIELD | MN | 55423 | NONE | PC | TO EMPOWER PEOPLE OF ALL AGES TO LIVE AN EMOTIONALLY HEALTHY LIFE. | $12,000 | |
| HIAWATHA ACADEMIES | ||||||||
| 3500 E 28TH ST | MINNEAPOLIS | MN | 55406 | NONE | PC | TO EMPOWER WITH THE KNOWLEDGE, CHARACTER AND LEADERSHIP SKILLS TO GRADUATE FROM COLLEGE AND SERVE THE COMMON GOOD. | $20,000 | |
| HOSPITALITY HOUSE YOUTH DEVELOPMENT | ||||||||
| 1220 LOGAN AVENUE NORTH PO BOX | MINNEAPOLIS | MN | 554110008 | NONE | PC | PROVIDING A SAFE HARBOR AND LIFELINE FOR INNER CITY CHILDREN AND YOUTH IN NORTH MINNEAPOLIS | $5,000 | 11008 |
| INNERCITY TENNIS FOUNDATION | ||||||||
| 4005 NICOLLET AVENUE | MINNEAPOLIS | MN | 55409 | NONE | PC | TO DEVELOP AND UNLEASH THE POTENTIAL OF YOUTH ON AND OFF THE TENNIS COURT BY ENGAGING AND SERVING A SUPPORTIVE COMMUNITY. | $2,000 | |
| INTERNATIONAL INSTITUTE OF MINNESOTA | ||||||||
| 1694 COMO AVENUE | SAINT PAUL | MN | 55108 | NONE | PC | TO HELP NEW AMERICANS ACHIEVE SELF-SUFFICIENCY AND FULL MEMBERSHIP IN AMERICAN LIFE | $12,500 | |
| JEREMIAH PROGRAM | ||||||||
| 1510 LAUREL AVENUE | MINNEAPOLIS | MN | 55407 | NONE | PC | TOEND THE CYCLE OF POVERTY FOR SINGLE MOTHERS AND THEIR CHILDREN, TWO GENERATIONS AT A TIME. | $20,000 | |
| JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST | ||||||||
| 1745 UNIVERSITY AVE WEST | SAINT PAUL | MN | 55104 | NONE | PC | TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN THE GLOBAL ECONOMY. | $27,500 | |
| KEYSTONE COMMUNITY SERVICES | ||||||||
| 2000 SAINT ANTHONY AVENUE | SAINT PAUL | MN | 55104 | NONE | PC | TO STRENGTHEN THE CAPACITY OF INDIVIDUALS AND FAMILIES TO IMPROVE THEIR QUALITY OF LIFE. | $25,000 | |
| KINNICKINNIC RIVER LAND TRUST | ||||||||
| 265 MOUND VIEW ROAD SUITE C PO BOX | RIVER FALLS | WI | 54022 | NONE | PC | WORKING WITH THE COMMUNITY TO CONSERVE AND PROTECT THE BEAUTY AND HEALTH OF THE KINNICKINNIC RIVER AND ITS WATERSHED | $12,500 | 87 |
| KIPP MINNESOTA | ||||||||
| 5034 OLIVER AVENUE NORTH | MINNEAPOLIS | MN | 55430 | NONE | PC | PROVIDING HIGH QUALITY EDUCATION TO STUDENTS WHO ARE TRADITIONALLY EDUCATIONALLY UNDERSERVED | $20,000 | |
| LIBERIA CAREER PATHWAYS | ||||||||
| 105 W MADISON STREET SUITE 1700 | CHICAGO | IL | 60602 | NONE | PC | EMPOWERING LEARNERS TO MAKE INFORMED CAREER CHOICES, ADDRESSES GAPS IN EDUCATION, HEALTH AND WORKFORCE SYSTEMS, AND INSPIRES LEARNERS TO BE GLOBALLY COMPETITIVE IN DISCIPLINES CRITICAL TO LIBERIAS ECONOMIC GROWTH. | $1,000 | |
| MACALESTER COLLEGE | ||||||||
| 1600 GRAND AVENUE | SAINT PAUL | MN | 55105 | NONE | PC | COMMITTED TO BEING A PREEMINENT LIBERAL ARTS COLLEGE WITH AN EDUCATIONAL PROGRAM KNOWN FOR ITS HIGH STANDARDS FOR SCHOLARSHIP AND ITS SPECIAL EMPHASIS ON INTERNATIONALISM, MULTICULTURALISM, AND SERVICE TO SOCIETY. | $150,000 | |
| MACPHAIL CENTER FOR MUSIC | ||||||||
| 501 SOUTH SECOND STREET | MINNEAPOLIS | MN | 55401 | NONE | PC | TRANSFORMING LIVES AND ENRICHING THE COMMUNITY THROUGH MUSIC EDUCATION. | $2,000 | |
| MAMA HOPE | ||||||||
| PO BOX 961570 | BOSTON | MA | 02196 | NONE | PC | CHAMPIONING COMMUNITY LED CHANGE. | $10,000 | |
| METRO BLOOMS | ||||||||
| 310 E 38TH ST 320 | MINNEAPOLIS | MN | 55409 | NONE | PC | TO PROMOTE AND CELEBRATE GARDENING, TO BEAUTIFY OUR COMMUNITIES AND HELP HEAL AND PROTECT OUR ENVIRONMENT. | $10,000 | |
| MICRO GRANTS | ||||||||
| 1035 E FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | TO SPUR ECONOMIC SELF-SUFFCIENCY BY GIVING STRATEGIC GRANTS TO LOW-INCOME PEOPLE OF POTENTIAL THROUGH PARTNER AGENCIES. | $1,000 | |
| MINNEAPOLIS PUBLIC SCHOOLS | ||||||||
| SPECIAL SCHOOL DISTRICT NO 1 1250 W | MINNEAPOLIS | MN | 55411 | NONE | PC | TO ENSURE THAT ALL STUDENTS LEARN. | $38,000 | BROADWAY AVE N |
| MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCACY | ||||||||
| 1919 UNIVERSITY AVE W SUITE 515 | SAINT PAUL | MN | 55104 | NONE | PC | TO USE LAW, SCIENCE AND RESEARCH TO PROTECT MINNESOTAS ENVIRONMENT, ITS NATURAL RESOURCES, AND THE HEALTH OF ITS PEOPLE. | $15,000 | |
| MINNESOTA COUNCIL ON FOUNDATIONS | ||||||||
| 800 WASHINGTON AVE N SUITE 703 | MINNEAPOLIS | MN | 55401 | NONE | PC | A VIBRANT PHILANTHROPIC COMMUNITY COLLECTIVELY ADVANCING PROSPERITY AND EQUITY. | $5,000 | |
| MINNESOTA ENVIRONMENTAL PARTNERSHIP | ||||||||
| 546 RICE ST STE 100 | SAINT PAUL | MN | 55103 | NONE | PC | COALITION THAT STRENGTHENS MEMBER EFFECTIVENESS AND BUILDS COLLECTIVE POWER TO SECURE A HEALTHY ENVIRONMENT FOR ALL MINNESOTANS. | $10,000 | |
| MINNESOTA LAND TRUST | ||||||||
| 2356 UNIVERSITY AVENUE WEST SUITE | SAINT PAUL | MN | 55114 | NONE | PC | THE MINNESOTA LAND TRUST PROTECTS AND RESTORES MINNESOTA'S MOST VITAL NATURAL LANDS IN ORDER TO PROVIDE WILDLIFE HABITAT, CLEAN WATER, OUTDOOR EXPERIENCES AND SCENIC BEAUTY FOR GENERATIONS TO COME. | $25,000 | 240 |
| MINNESOTA PUBLIC RADIO | ||||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 55101 | NONE | PC | ENRICHING MINDS AND NOURISHING SPIRITS OF LISTENERS, THEREBY ENHANCING LIVES AND EXPANDING PERSPECTIVES OF AUDIENCES, AND ASSISTING IN STRENGTHENING COMMUNITIES | $20,500 | |
| MINNESOTANS' MILITARY APPRECIATION FUND | ||||||||
| PO BOX 2070 | MINNEAPOLIS | MN | 55402 | NONE | PC | SAYING "THANKS" TO MINNESOTA SERVICE MEMBERS AND THEIR FAMILIES | $1,000 | |
| MISSISSIPPI PARK CONNECTION | ||||||||
| 111 KELLOGG BLVD EAST SUITE 105 | SAINT PAUL | MN | 55101 | NONE | PC | STRENGTHENING THE ENDURING CONNECTION BETWEEN PEOPLE AND THE MISSISSIPPI RIVER AND BUILD COMMUNITY SUPPORT FOR THE MISSISSIPPI NATIONAL RIVER AND RECREATION AREA | $23,500 | |
| MN COMEBACK | ||||||||
| 710 S 2ND STREET SUITE 400 | MINNEAPOLIS | MN | 55401 | NONE | PC | BY 2025, ALL MINNEAPOLIS CHILDREN ARE ENROLLED IN RIGOROUS AND RELEVANT SCHOOLS THAT PREPARE THEM TO THRIVE IN COLLEGE, CAREER AND COMMUNITY | $25,000 | |
| MN350 | ||||||||
| 4407 E LAKE ST | MINNEAPOLIS | MN | 55406 | NONE | PC | PART OF A GLOBAL MOVEMENT TO END THE POLLUTION DAMAGING OUR CLIMATE, SPEED THE TRANSITION TO CLEAN ENERGY, AND CREATE A JUST AND HEALTHY FUTURE FOR ALL. | $1,500 | |
| MONARCH JOINT VENTURE | ||||||||
| 2161 UNIVERSITY AVE W SUITE 200 | SAINT PAUL | MN | 55114 | NONE | PC | WORKS TO CONSERVE MONARCH BUTTERFLIES, OTHER POLLINATORS, AND THEIR HABITATS, WHICH SERVE BROADER ECOLOGICAL FUNCTIONS. | $10,000 | |
| NEIGHBORHOOD HOUSE | ||||||||
| 179 ROBIE STREET EAST | SAINT PAUL | MN | 55107 | NONE | PC | TO HELP PEOPLE GAIN THE SKILLS, KNOWLEDGE, AND CONFIDENCE TO THRIVE IN DIVERSE COMMUNITIES. | $20,000 | |
| NEW VISION FOUNDATION | ||||||||
| 1808 RIVERSIDE AVE SUITE 210 | MINNEAPOLIS | MN | 55454 | NONE | PC | TO CREATE PATHWAYS TO SUCCESS BY MOTIVATING DISADVANTAGED YOUTH IN MINNESOTA AND THE DEVELOPING WORLD THROUGH DIGITAL LITERACY; ENGAGING RESPONSIBLE COMPANIES IN IT PHILANTHROPY; AND INSPIRING PROGRESS TOWARD GLOBAL SUSTAINABLE DEVELOPMENT. | $15,000 | |
| NORTHEASTERN MINNESOTANS FOR WILDERNESS | ||||||||
| 206 E SHERIDAN STREET | ELY | MN | 55731 | NONE | PC | 1. TO PROTECT AND PRESERVE WILDERNESS AND WILD PLACES.2. TO ADVOCATE FOR THE PROTECTION OF THE BWCAW AND THE ENHANCEMENT OF ITS WILDERNESS ASPECT.3. TO FOSTER EDUCATION ABOUT THE VALUE OF WILDERNESS AND WILD PLACES. | $15,000 | |
| NORTHSIDE ACHIEVEMENT ZONE | ||||||||
| 2123 WEST BROADWAY AVENUE SUITE 100 | MINNEAPOLIS | MN | 55411 | NONE | PC | MEETING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL NEEDS OF NORTH MINNEAPOLIS CHILDREN AND YOUTH TO PROMOTE EDUCATIONAL ACHIEVEMENT AND LIFE SUCCESS | $135,000 | |
| NPH USA | ||||||||
| 945 BROADWAY STREET NE SUITE 230 | MINNEAPOLIS | MN | 55413 | NONE | PC | IMPROVING THE LIVES OF ORPHANED, ABANDONED AND DISADVANTAGED CHILDREN IN LATIN AMERICA AND THE CARIBBEAN | $4,500 | |
| ONE VILLAGE PARTNERS | ||||||||
| 715 FLORIDA AVE SOUTH SUITE 101 | MINNEAPOLIS | MN | 55426 | NONE | PC | IMPROVING THE QUALITY OF LIFE OF RURAL SIERRA LEONEANS | $50,000 | |
| ONE2ONE | ||||||||
| 807 BROADWAY ST NE SUITE 25 | MINNEAPOLIS | MN | 55413 | NONE | PC | TO CREATE MENTORING PROGRAMS THAT FOSTER INDIVIDUAL, INSTITUTIONAL, AND SYSTEMIC GROWTH. | $4,000 | |
| PHYLLIS WHEATLEY COMMUNITY CENTER | ||||||||
| 1301 10TH AVE N | MINNEAPOLIS | MN | 554114406 | NONE | PC | TO PROVIDE COMPREHENSIVE QUALITY PROGRAMS IN LIFE-LONG LEARNING, CHILD DEVELOPMENT, AND FAMILY SUPPORT TO THE DIVERSE GREATER MINNEAPOLIS COMMUNITY. | $25,000 | |
| PLYMOUTH CHRISTIAN YOUTH CENTER | ||||||||
| 2210 OLIVER AVE NORTH | MINNEAPOLIS | MN | 55411 | NONE | PC | TO ENRICH THE SKILLS, PROSPECTS AND SPIRIT OF NORTH MINNEAPOLIS YOUTH AND ADULTS IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES. | $15,000 | |
| PROJECT FOR PRIDE IN LIVING | ||||||||
| 1035 EAST FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | NONE | PC | TO BUILD THE HOPE, ASSETS, AND SELF-RELIANCE OF INDIVIDUALS AND FAMILIES WHO HAVE LOWER INCOMES BY PROVIDING TRANSFORMATIVE AFFORDABLE HOUSING AND EMPLOYMENT READINESS SERVICES | $20,000 | |
| PROPEL NONPROFITS | ||||||||
| 1 SE MAIN STREET SUITE 600 | MINNEAPOLIS | MN | 55414 | NONE | PC | FUELING THE IMPACT AND EFFECTIVENESS OF NONPROFITS WITH GUIDANCE, EXPERTISE, AND CAPITAL | $20,000 | |
| PUEBLO A PUEBLO INC | ||||||||
| PO BOX 303 | NEENAH | WI | 54957 | NONE | PC | TO IMPROVE THE HEALTH, EDUCATION AND FOOD SECURITY OF FAMILIES IN RURAL COFFEE-GROWING COMMUNITIES IN LATIN AMERICA THROUGH INTEGRATED COMMUNITY AND SCHOOL-BASED PROGRAMS. | $20,000 | |
| RAICES | ||||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | PC | TO PROMOTE JUSTICE BY PROVIDING FREE AND LOW-COST LEGAL SERVICES TO UNDERSERVED IMMIGRANT CHILDREN, FAMILIES, AND REFUGEES | $2,500 | |
| READING PARTNERS | ||||||||
| 2324 UNIVERSITY AVENUE W SUITE 105 | SAINT PAUL | MN | 55114 | NONE | PC | TO HELP CHILDREN BECOME LIFELONG READERS BY EMPOWERING COMMUNITIES TO PROVIDE INDIVIDUALIZED INSTRUCTION WITH MEASURABLE RESULTS. | $25,000 | |
| REGENTS OF THE UNIVERSITY OF COLORADO | ||||||||
| CUB ENGINEERING C/O MATTHEW YOUNG | BOULDER | CO | 80309 | NONE | PC | HELPS PEOPLE AROUND THE WORLD BY TRAINING THE NEXT GENERATION OF PRACTITIONERS IN GLOBAL ENGINEERING TO POSITIVELY IMPACT VULNERABLE COMMUNITIES THROUGH IMPROVED DEVELOPMENT AND PRACTICE. | $200,000 | 422 UCB |
| RIPPLE EFFECT IMAGES | ||||||||
| 12110 SUNSET HILLS RD 600 | RESTON | VA | 20190 | NONE | PC | TO HARNESS THE POWER OF VISUAL STORYTELLING TO HELP SCALE SOLUTIONS FOR WOMEN AND GIRLS GLOBALLY. | $2,500 | |
| ROOT CAPITAL | ||||||||
| 130 BISHOP ALLEN DRIVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | NONE | PC | TO UNLOCK OPPORTUNITY, ROOT CAPITAL INVESTS IN THE GROWTH OF AGRICULTURAL ENTERPRISES SO THEY CAN TRANSFORM RURAL COMMUNITIES. | $20,000 | |
| SAINT PAUL PROMISE NEIGHBORHOOD | ||||||||
| 451 LEXINGTON PARKWAY NORTH | SAINT PAUL | MN | 55104 | NONE | PC | TRANSFORMATIVE EDUCATION INITIATIVE THAT PUTS CHILDREN ON THE PATHWAY TO COLLEGE AND CAREER SUCCESS. | $60,000 | |
| SEATTLE PACIFIC UNIVERSITY | ||||||||
| CENTER FOR INTEGRITY IN BUSINESS | SEATTLE | WA | 98119 | NONE | PC | EQUIPPING BUSINESS PRACTITIONERS TO SERVE SOCIETY AND DEVELOPING THOUGHT LEADERSHIP TO INFLUENCE THE THEORY AND PRACTICE OF BUSINESS | $5,000 | 3307 THIRD AVENUE WEST SUITE 201 |
| SEEDS FOR PROGRESS FOUNDATION | ||||||||
| 2333 PONCE DE LEON BOULEVARD ROOM 6 | CORAL GABLES | FL | 33134 | NONE | PC | TO INCREASE THE QUALITY OF EDUCATION IN RURAL COMMUNITIES OF THE COFFEE-GROWING REGIONS OF NICARAGUA AND OTHER COFFEE-PRODUCING COUNTRIES. | $10,000 | |
| SERVEMINNESOTA | ||||||||
| 120 S 6TH STREET SUITE 2260 | MINNEAPOLIS | MN | 55402 | NONE | PC | TO BE A CATALYST TO ADDRESS CRITICAL NEEDS IN MINNESOTA BY WORKING WITH AMERICORPS AND COMMUNITY PARTNERS | $20,000 | |
| SOSTENICA INC | ||||||||
| 1019 ASHLEY RD | WEST CHESTER | PA | 19382 | NONE | PC | EMPOWERS THE PEOPLE OF NICARAGUA TO ACHIEVE HEALTHY LIVES WITHIN VIBRANT, SUSTAINABLE COMMUNITIES. | $1,000 | |
| SOUTHSIDE FAMILY NURTURING CENTER | ||||||||
| 2448 18TH AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | PC | TOGETHER WITH FAMILIES AND COMMUNITY, WE NURTURE CHILDREN, BUILD ON FAMILY STRENGTHS AND FIND ALTERNATIVES TO VIOLENCE. | $20,000 | |
| ST CROIX RIVER ASSOCIATION | ||||||||
| PO BOX 655 | ST CROIX FALLS | WI | 54024 | NONE | PC | TO PROTECT, RESTORE AND CELEBRATE THE ST. CROIX RIVER AND ITS WATERSHED. | $25,000 | |
| STUDENTS FOR EDUCATION REFORM | ||||||||
| 2233 UNIVERSITY AVE W SUITE 410 | SAINT PAUL | MN | 55114 | NONE | PC | ORGANIZING COLLEGE STUDENTS TO ADVOCATE FOR BETTER K-12 EDUCATION POLICIES | $21,000 | |
| TAKEACTION MINNESOTA EDUCATION FUND | ||||||||
| 705 RAYMOND AVE STE 100 | SAINT PAUL | MN | 55114 | NONE | PC | ENVISIONS A MINNESOTA DEDICATED TO THE PRINCIPLE S OF STRONG COMMUNITIES, DEMOCRACY, AND EQUAL OPPORTUNITY FOR ALL | $15,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 401 SECOND AVENUE NORTH SUITE 200 | MINNEAPOLIS | MN | 55401 | NONE | PC | FINDS, DEVELOPS, AND SUPPORTS A DIVERSE NETWORK OF LEADERS WHO EXPAND OPPORTUNITY FOR CHILDREN FROM CLASSROOMS, SCHOOLS, AND EVERY SECTOR AND FIELD THAT SHAPES THE BROADER SYSTEMS IN WHICH SCHOOLS OPERATE. | $20,000 | |
| THE BANYAN COMMUNITY | ||||||||
| 2529 13TH AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | TRANSFORMING LIVES BY DEVELOPING YOUTH, STRENGTHENING FAMILIES, AND CREATING COMMUNITY | $75,000 | |
| THE BLAKE SCHOOL | ||||||||
| 110 BLAKE ROAD SOUTH | HOPKINS | MN | 55343 | NONE | PC | SETTING TRADITIONALLY UNDER-REPRESENTED MIDDLE-SCHOOL STUDENTS ON THE PATH TO COLLEGE, WHILE ENGAGING OLDER STUDENTS IN THE ART OF TEACHING | $15,000 | |
| THE CHAIN COLLABORATIVE | ||||||||
| 124 WALTER DRIVE | MEDIA | PA | 19063 | NONE | PC | TO INVEST IN THE CAPACITY OF CHANGE LEADERS IN COFFEE-GROWING REGIONS AND ACCOMPANY THEM AS THEY DRIVE GRASSROOTS, SUSTAINABLE DEVELOPMENT IN THEIR OWN COMMUNITIES, ACCORDING TO THEIR OWN VISIONS FOR CHANGE. | $5,000 | |
| THE FAMILY PARTNERSHIP | ||||||||
| 4123 EAST LAKE STREET | MINNEAPOLIS | MN | 55406 | NONE | PC | BUILDING STRONG FAMILIES, VITAL COMMUNITIES AND BETTER FUTURES FOR CHILDREN | $50,000 | |
| THE HISTORY THEATRE | ||||||||
| 30 E TENTH ST | SAINT PAUL | MN | 55101 | NONE | PC | ENTERTAINS, EDUCATES, AND ENGAGES THROUGH CREATING, DEVELOPING, AND PRODUCING NEW AND EXISTING WORKS THAT EXPLORE MINNESOTA'S PAST AND THE DIVERSE AMERICAN EXPERIENCE. | $3,000 | |
| THE MINNEAPOLIS FOUNDATION | ||||||||
| 800 IDS CENTER 80 SOUTH EIGHTH | MINNEAPOLIS | MN | 55402 | NONE | PC | CATALYZING COMPREHENSIVE SUSTAINABLE CHANGE IN NORTH MINNEAPOLIS | $18,750 | STREET |
| THE NATURE CONSERVANCY | ||||||||
| 1101 WEST RIVER PARKWAY SUITE 200 | MINNEAPOLIS | MN | 55415 | NONE | PC | TO CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS. | $84,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 2610 UNIVERSITY AVE STE 300 | SAINT PAUL | MN | 55114 | NONE | PC | TO CREATE PARKS AND PROTECT LAND FOR PEOPLE ENSURING HEALTHY, LIVABLE COMMUNITIES FOR GENERATIONS TO COME. | $10,000 | |
| THOUSAND CURRENTS | ||||||||
| 1330 BROADWAY STREET SUITE 301 | OAKLAND | CA | 94612 | NONE | PC | A PUBLIC FOUNDATION FUNDING GRASSROOTS WORK THAT ADDRESSES THE INTERDEPENDENT ISSUES OF FOOD SOVEREIGNTY, ALTERNATIVE ECONOMIES, AND CLIMATE JUSTICE. | $60,000 | |
| TIWAHE FOUNDATION | ||||||||
| 2801 21ST AVENUE SOUTH 132F | MINNEAPOLIS | MN | 55407 | NONE | PC | COLLABORATIVE APPROACH FOR AMERICAN INDIAN LEADERSHIP ACROSS URBAN, TRIBAL AND RURAL COMMUNITIES THAT MOVES FROM ISOLATION TO TRANSFORMATION, ACTION AND SOCIAL CHANGE | $3,750 | |
| TOWER-SOUDAN HISTORICAL SOCIETY | ||||||||
| 404 PINE ST PO BOX 465 | TOWER | MN | 55790 | NONE | PC | COLLECT, PRESERVE, AND DISSEMINATE KNOWLEDGE ABOUT THE HISTORY AND THE PREHISTORY OF THE TOWER-SOUDAN AREA, AND RELATE IT TO THE HISTORY OF THE STATE OF MINNESOTA. | $5,000 | |
| TWIN CITIES PBS (TPT) | ||||||||
| 172 EAST FOURTH STREET SUITE E | SAINT PAUL | MN | 55101 | NONE | PC | TO ENRICH LIVES AND STRENGTHEN COMMUNITY THOUGH THE POWER OF MEDIA. | $5,000 | |
| TWIN CITIES RISE | ||||||||
| 1301 BRYANT AVENUE NORTH | MINNEAPOLIS | MN | 55411 | NONE | PC | PROVIDING LONG-TERM JOB SKILLS TRAINING AND PLACEMENT TO LOW-INCOME ADULTS WHO EXPERIENCE MULTIPLE BARRIERS TO ACHIEVING SELF-SUFFICIENCY. | $5,000 | |
| UJAMAA PLACE | ||||||||
| 1821 UNIVERSITY AVENUE N257 | SAINT PAUL | MN | 55104 | NONE | PC | ASSISTING YOUNG AFRICAN AMERICAN MEN PRIMARILY BETWEEN THE AGES OF 17 AND 28, WHO ARE ECONOMICALLY DISADVANTAGED AND HAVE EXPERIENCED REPEATED CYCLES OF FAILURE | $8,500 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 554552010 | NONE | PC | SUPPORTING STUDENTS TO ACHIEVE A QUALITY EDUCATION | $510,000 | |
| UNIVERSITY OF PUGET SOUND | ||||||||
| SLATER MUSEUM 1500 NORTH WARNER | TACOMA | WA | 98416 | NONE | PC | TO DEVELOP IN ITS STUDENTS CAPACITIES FOR CRITICAL ANALYSIS, AESTHETIC APPRECIATION, SOUND JUDGMENT, AND APT EXPRESSION THAT WILL SUSTAIN A LIFETIME OF INTELLECTUAL CURIOSITY, ACTIVE INQUIRY, AND REASONED INDEPENDENCE | $5,000 | STREET |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | PC | FUNDRAISING AND GIFT-RECEIVING ORGANIZATION FOR THE UNIVERSITY OF WISCONSIN-MADISON AND OTHER DONOR-DESIGNATED UNITS OF THE UW SYSTEM | $100,000 | |
| UPPER MISSISSIPPI ACADEMY | ||||||||
| 19 E EXCHANGE ST | SAINT PAUL | MN | 55101 | NONE | PC | COLLABORATING COMMUNITY ENGAGING LIFELONG LEARNERS IN ACTIVE, AUTHENTIC EXPERIENCES. | $10,000 | |
| URBAN YOUTH LEADERSHIP CONNECTION | ||||||||
| 4235 BROOKSIDE AVENUE | ST LOUIS PARK | MN | 55416 | NONE | PC | TO EMPOWER URBAN AND IMMIGRANT YOUTH TO BECOME CROSS-CULTURAL LEADERS THROUGH THE UNIFIED LANGUAGE OF SOCCER. | $4,500 | |
| VOYAGEURS NATIONAL PARK ASSOCIATION | ||||||||
| 144 GLENWOOD AVE SUITE 120 | MINNEAPOLIS | MN | 55405 | NONE | PC | TO CONNECT PEOPLE TO VOYAGEURS NATIONAL PARK, ENHANCE THE VISITOR EXPERIENCE, AND PROTECT THE PARK FOR PRESENT AND FUTURE GENERATIONS. | $10,000 | |
| WASHBURN CENTER FOR CHILDREN | ||||||||
| 1100 GLENWOOD AVE | MINNEAPOLIS | MN | 55405 | NONE | PC | NURTURING EVERY CHILD AND FAMILY'S WELL-BEING AND FULL POTENTIAL THROUGH TRANSFORMATIVE CHILDREN'S MENTAL HEALTH CARE. | $30,000 | |
| WAY TO GROW | ||||||||
| 201 IRVING AVE N SUITE 100 | MINNEAPOLIS | MN | 55405 | NONE | PC | WORKING CLOSELY WITH PARENTS AND COMMUNITIES, ENSURING THAT CHILDREN WITHIN THE MOST ISOLATED COMMUNITIES ARE BORN HEALTHY, STAY HEALTHY, AND ARE PREPARED FOR SCHOOL. | $60,000 | |
| WELLSHARE INTERNATIONAL | ||||||||
| 122 WEST FRANKLIN AVENUE SUITE 510 | MINNEAPOLIS | MN | 55404 | NONE | PC | TO ADVANCE SUSTAINABLE COMMUNITY HEALTH AROUND THE WORLD. | $30,000 | |
| WILDERNESS INQUIRY | ||||||||
| 808 14TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | CONNECTING INDIVIDUALS OF ALL AGES, BACKGROUNDS, AND ABILITIES TO EACH OTHER AND THE NATURAL WORLD THROUGH SHARED OUTDOOR ADVENTURES. | $5,000 | |
| WOMEN'S FOUNDATION OF MINNESOTA | ||||||||
| 105 FIFTH AVENUE SOUTH SUITE 300 | MINNEAPOLIS | MN | 55401 | NONE | PC | TO ACHIEVE EQUALITY FOR ALL WOMEN IN MINNESOTA. | $1,000 | |
| WORLD SAVVY | ||||||||
| 1330 LAGOON AVE 4TH FLOOR | MINNEAPOLIS | MN | 55408 | NONE | PC | EDUCATES AND ENGAGES YOUTH TO LEARN, WORK, AND THRIVE AS RESPONSIBLE GLOBAL CITIZENS. | $275,000 | |
| WORLD VISION INTERNATIONAL | ||||||||
| 4325 UPTON AVENUE SOUTH | MINNEAPOLIS | MN | 55410 | NONE | PC | WORKING WITH CHILDREN, FAMILIES, AND THEIR COMMUNITIES WORLDWIDE TO REACH THEIR FULL POTENTIAL BY TACKLING THE CAUSES OF POVERTY AND INJUSTICE | $8,500 | |
| YMCA OF THE GREATER TWIN CITIES | ||||||||
| 651 NICOLLET MALL SUITE 500 | MINNEAPOLIS | MN | 55402 | NONE | PC | TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND AND BODY FOR ALL. | $20,000 | |
| YOUTHCARE | ||||||||
| 2701 UNIVERSITY AVENUE SE SUITE 205 | MINNEAPOLIS | MN | 55414 | NONE | PC | TO PROMOTE RESPECT FOR SELF AND OTHERS, DEVELOP FUTURE LEADERS, AND PROVIDE YOUTH WITH POSITIVE MULTICULTURAL ACTIVITIES AND RELATIONSHIPS WITH CARING ADULTS. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,600,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF COLORADO | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 14TH STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | RESTRICTED | GrantOrContributionPurposeTxt |
| Amt | $1,800,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,800,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| VISIONFUND INTERNATIONAL | 14 | $10,046 |
| WORLD SAVVY | 14 | $369 |
| ASIYA | 14 | $1,058 |
| FABRETTO CHILDRENS | 14 | $4,037 |
| SOL ORGANICA | 14 | $8,169 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,088 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,229,653 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $307,552 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,483,125 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | -$26,529 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,036 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$26,529 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,363,133 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,336,604 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MARK A MORTENSON 1993 REVOCABLE TRUST | ||||||
| 1 | 700 MEADOW LANE N | MINNEAPOLIS | MN | 55422 | $38,024 | Yes (X) |
| MARK A MORTENSON 1993 REVOCABLE TRUST | ||||||
| 2 | 700 MEADOW LANE N | MINNEAPOLIS | MN | 55422 | $17,893 | Yes (X) |
| MORTENSON CONSTRUCTION HOLDINGS INC | ||||||
| 3 | 700 MEADOW LANE N | MINNEAPOLIS | MN | 55422 | $1,699,437 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,659 SHARES OF MANULIFE FINANCIAL CORP | $38,024 | 2019-01-03 |
| 2 | 218 SHARES OF PRUDENTIAL FINANCIAL INC. | $17,893 | 2019-01-03 |
| 3 | 56,291 SHARES OF VANGUARD DIV GROWTH FUND I | $1,699,437 | 2019-10-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE SERVICES | CategoryTxt |
| Amt | $95,792 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $95,792 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $45,003,681 | EOYBookValueAmt |
| EOYFMV | $48,846,137 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OKABENA MARKETABLE ALT FUND | FMV | $14,705,903 | $18,500,807 |
| HEWITT LLLP | FMV | $4,287,210 | $4,283,713 |
| ECOSYSTEM INTEGRITY FUND III LP | FMV | $535,134 | $688,106 |
| OSK IMPACT HOLDINGS, LLC | FMV | $1,070,000 | $1,070,000 |
| ABBEY CAPITAL MULTI-MANAGER FUND LTD | FMV | $1,627,500 | $1,523,776 |
| RETHINK IMPACT, LP | FMV | $755,416 | $721,851 |
| DUE FROM BROKER | FMV | $252,042 | $252,042 |
| DEV EQUITY II, LP | FMV | $822,486 | $803,096 |
| LYME FOREST FUND V FB LP | FMV | $727,333 | $694,476 |
| COLCHESTER REAL RETURN BOND | FMV | $1,063,644 | $1,077,437 |
| SHARED X, LLC | FMV | $943,300 | $951,238 |
| PALO ALTO LIFE SCIENCES | FMV | $1,127,351 | $920,412 |
| GRANITE EQUITY | FMV | $201,211 | $246,492 |
| OBVIOUS VENTURES III | FMV | $59,536 | $59,769 |
| BRIDGE WORKFORCE AND AFFDBLE HOUSING FUND | FMV | $567,903 | $567,903 |
| SHARES SPV-D LLC | FMV | $494,155 | $500,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,763 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,763 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (11 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $64,489 | $44,229 | $44,229 |
| WORLD VISION LOAN - PRI | $500,000 | $500,000 | $500,000 |
| LINCOLN NATIONAL LIFE INSURANCE POLICY | $128,852 | $124,697 | $124,697 |
| NONPROFITS ASSISTANCE FUND | $200,000 | $200,000 | $200,000 |
| ASILI HOLDINGS, LLC | $500,000 | $500,000 | $500,000 |
| TIAA CREF LIFE INSURANCE POLICY | $137,207 | $160,214 | $160,214 |
| SOL ORGANICA NOTE | $410,000 | $410,000 | $410,000 |
| SOL ORGANICA FARMER FUNDING | $100,000 | $100,000 | $100,000 |
| WORLD SAVVY | $250,000 | $250,000 | |
| ASIYA, LLC | $100,000 | $100,000 | |
| FABRETTO CHILDREN'S FOUNDATION | $200,000 | $200,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED | Desc |
| Amt | $843,513 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $175 | $175 | $0 |
| CUSTODY FEES | $8,180 | $8,180 | $0 |
| DUES AND SUBSCRIPTIONS | $5,850 | $0 | $5,850 |
| OFFICE EXPENSES AND SUPPLIES | $1,335 | $0 | $1,335 |
| PROFESSIONAL EDUCATION | $4,846 | $0 | $4,846 |
| COMPUTER EXPENSES | $4,635 | $0 | $4,635 |
| INSURANCE EXPENSE | $506,766 | $0 | $0 |
| COMMUNICATION EXPENSE | $3,894 | $0 | $3,894 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OKABENA MARKETABLE ALTERNATIVES FD, LLC | $353,482 | $353,482 | $353,482 |
| HEWITT LLLP | -$8,486 | -$8,369 | -$8,486 |
| LYME FOREST FUND V | $2,761 | $2,761 | $2,761 |
| COLCHESTER REAL RETURN BOND FUND | $12,372 | $12,372 | $12,372 |
| SHARED X | -$33,901 | -$152 | -$33,901 |
| DEV EQUITY II, LP | -$46,421 | -$46,421 | -$46,421 |
| OSK IMPACT HOLDINGS | $70,000 | $70,000 | $70,000 |
| NONPROFITS ASSISTANCE FUND | $4,000 | $4,000 | $4,000 |
| ECOSYSTEM INTEGRITY FUND III LP | $23,872 | $23,872 | $23,872 |
| RETHINK IMPACT, LP. | -$21,323 | -$21,314 | -$21,323 |
| ABBEY CAPITAL MULTI-MANAGER FUND LIMITED | -$31,297 | -$31,297 | -$31,297 |
| GRANITE EQUITY | -$1,899 | -$1,882 | -$1,899 |
| BRIDGEWORKFORCE | -$9,626 | -$9,621 | -$9,626 |
| OBVIOUS VENTURES | -$137 | -$137 | -$137 |
| SHARE SPV | -$5,845 | -$5,845 | -$5,845 |
| VISIONFUND INTERNATIONAL | $10,046 | $10,046 | $10,046 |
| WORLD SAVVY | $369 | $369 | $369 |
| ASIYA | $1,058 | $1,058 | $1,058 |
| FABRETTO CHILDRENS | $4,037 | $4,037 | $4,037 |
| SOL ORGANICA | $8,169 | $8,169 | $8,169 |
| OTHER INCOME | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS STEP UP | $6,069,354 |
| OTHER ADJUSTMENTS | $500,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| BOY Book Value | $200,000 | BOYBookValueAmt |
| EOY Book Value | $264,582 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OKABENA MANAGEMENT FEES | $91,061 | $91,061 | $0 |
| INVESTMENT ADVISORY FEES | $83,414 | $83,414 | $0 |
| INVESTMENT MANAGEMENT FEES | $259,359 | $259,359 | $0 |
| CONSULTING SERVICES | $253 | $0 | $253 |
| ECOSYSTEMS MANAGEMENT FEES | $48,754 | $48,754 | $0 |
| LYME FOREST FUND MANAGEMENT FEES | $8,500 | $8,500 | $0 |
| OBVIOUS VENTURES MANAGEMENT FEES | $7,989 | $7,989 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTENSON CONSTRUCTION HOLDINGS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MEADOW LANE NORTH SUITE 650 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55422 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $38,502 | $38,502 | $0 |
| MINNESOTA FILING FEE | $25 | $0 | $25 |
| FEDERAL TAXES | $35,041 | $0 | $0 |
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