BETA

EAGLE AND THE HAWK FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EAGLE AND THE HAWK FOUNDATION (EIN 41-1856926)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-11
IRS object ID
202532549349100418
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-11T11:56:16-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411834878PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURR OAK GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13001 BROADWAY STREET NE STE 640AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411856926EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EAGLE AND THE HAWK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEAGLBusinessNameControlTxt
Phone9525121165PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 BROADWAY STREET NE SUITE 640AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES HARTWELLPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9525121165PhoneNum
Signature2025-09-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01084498PTIN
Phone9525121165PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,107,730FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$237,633ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12,883InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,883InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$125,205DividendsRevAndExpnssAmt
Dividends Net Invst Incm$125,205DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$154,668NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$524,303GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$154,668CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,948OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,948OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$535,337TotalRevAndExpnssAmt
Total Net Invst Incm$297,704TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$33,629AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$33,629AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,067TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,042TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,246TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$4,246TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$78,443OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$120,385TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$41,917TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$251,142ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$251,142ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$371,527TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$41,917TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$251,167TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$163,810ExcessRevenueOverExpensesAmt
Net Investment Income$255,787NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,314CashBOYAmt
Cash EOY$4,276CashEOYAmt
Cash EOYFMV$4,276CashEOYFMVAmt
Sav And Temp Cash Invst BOY$435,048SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$585,876SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$585,876SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,193,833OtherInvestmentsBOYAmt
Other Investments EOY$4,224,853OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,517,578OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,651,195TotalAssetsBOYAmt
Total Assets EOY$4,815,005TotalAssetsEOYAmt
Total Assets EOYFMV$6,107,730TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,472,688CapitalStockBOYAmt
Capital Stock EOY$1,472,688CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,178,507RetainedEarningBOYAmt
Retained Earning EOY$3,342,317RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,651,195TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,815,005TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,651,195TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,815,005TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,651,195TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$163,810ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,815,005SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,815,005TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES CORE S&P 500 ETFP2023-07-132024-04-09$149,563$129,780$19,783$19,783
BARROW AND HANLEY TREASURY LADDERP2023-12-192024-09-03$131,640$130,379$1,261$1,261
ISHARES RUSSELL 1000 ETFP2015-06-052024-04-09$99,619$41,210$58,409$58,409
VANGUARD FTSE SOCIALP2022-03-242024-04-09$50,102$43,520$6,582$6,582
RWC EMERGING MARKETSP2022-03-292024-12-09$92,286$98,543-$6,257-$6,257
POCKET LLCP-$20,571-$20,571
POCKET LLCP$80,011$80,011
POCKET LLCP$142$142
POCKET LLCP$14,215$14,215
CAPITAL GAINS DIVIDENDSP$1,093$1,093$1,093
FieldValueIRS element (for citing)
Capital Gain Net Income$154,668CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,555InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,555SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,555TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,114EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,114TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$441TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHARLES BELL HARTWELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9525121165PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1BROADWAY PLACE RIDGE 3001 BROADWAYAddressLine1Txt
Address Line2STREET NE SUITE 640AddressLine2Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES BELL HARTWELL
BROADWAY PLACE RIDGE 3001 BROADWAYST NE STE 640MINNEAPOLISMN55413CHIEF EXECUTIVE OFFICER0.00$0$0$0
MAUREEN PELTON
BROADWAY PLACE RIDGE 3001 BROADWAYST NE STE 640MINNEAPOLISMN55413CHIEF FINANCIAL OFFICER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,377,255AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$393,569AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,770,824TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,770,824AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$86,562CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,684,262NetVlNoncharitableAssetsAmt
Minimum Investment Return$284,213MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$284,213MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,555TaxBasedOnInvestmentIncomeAmt
Total Tax$3,555TotalTaxAmt
Distributable Before Adj$280,658DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$280,658DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$280,658DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$251,167ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$251,167QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$280,658DistributableAsAdjustedAmt
Undistributed Income PY$247,778UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$251,167QualifyingDistributionsAmt
Applied To Year1$247,778AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,389AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$277,269UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHARLES BELL HARTWELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1BROADWAY PLACE RIDGE 3001 BROADWAYAddressLine1Txt
Address Line2STREET NE STE 640AddressLine2Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9525121165RecipientPhoneNum
Form And Info And MaterialsPAST AND PRESENT INFORMATION ABOUT THE APPLICANT, BUDGET, PROJECTIONS, USE OF FUNDS, OTHER FUND RAISING EFFORTS, TAX EXEMPTION LETTER, ETC.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE FOR DECISIONS EDUCATION
1 BELMONT AVE SUITE 610BALA CYNWYDPA19004PUBLIC CHARITYTO IMPROVE LIVES BY EMPOWERING STUDENTS WITH ESSENTIAL SKILLSAND DISPOSITIONS FOR MAKING BETTER DECISIONS.$5,000
ARTS COUNCIL OF PARK CITY AND SUMMIT COUNTY
1555 LOWER IRON HORSE LOOP ROADPARK CITYUT84060PUBLIC CHARITYTO PROMOTE, SUPPORT AND STRENGTHEN ARTS AND CULTURE IN PARK CITY AND SUMMIT COUNTY.$2,118
BROWN UNIVERSITY
110 ELM STREETPROVIDENCERI02912PUBLIC CHARITYEDUCATION$10,000
CALLISTO
584 CASTRO STREET 2006SAN FRANCISCOCA94013PUBLIC CHARITYTO USE TECHNOLOGLY TO EMPOWER SURVIVORS OF SEXUAL VIOLENCE$26,750
EDOVO FOUNDATION
1130 SOUTH CANAL-SUITE 1271CHICAGOIL60607PUBLIC CHARITYTO HELP EVERYONE CONNECTED TO INCARCERATION BUILD BETTER LIVES$10,000
EGYPTION THEATRE
328 MAIN STREETPARK CITYUT84060PUBLIC CHARITYTO ENRICH LIVES THROUGH THE PERFORMING ARTS$2,500
FUND ACCESS FORWARD
72 OAK KNOLL AVENUESAN ANSELMOCA949601868PUBLIC CHARITYTO PROVIDE ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR PEOPLE WHO DON'T HAVE FINANCIAL RESOURCES TO PAY FOR SUCH SERVICES$20,000
HOPE FOR HER INTERNATIONAL
420 EAST SOUTH TEMPLE-SUITE 300SALT LAKE CITYUT84111PUBLIC CHARITYTO BUILD A SUPPORTIVE COMMUNITY, FOSTER SOCIAL ENTREPRENEURSHIP, ERADICATE POVERTY TRHOUGH THE PURSUIT OF GENDER EQUALITY, AND PROVIDE ESSENTIAL EDUCAITONAL RESOURCES$5,000
PARK CITY COMMUNITY FOUNDATION
1918 PROSPECTOR AVENUEPARK CITYUT840681499PUBLIC CHARITYA SOCIAL SERVICES ORGANIZATION THAT HELPS PHILANTHROPISTS SUPPORT ISSUES THAT EXIST IN THE COMMUNITY$1,059
PEOPLE'S HEALTH CLINIC
650 ROUND VALLEY DRIVEPARK CITYUT84068PUBLIC CHARITYPROVIDE QUALITY, NO COST HEALTHCARE TO UNINSURED RESIDENTS OFSUMMIT AND WASATCH COUNTIES IN UTAH.$10,416
NUZZELS AND COMPANY
6699 NORTH LANDMARK DRIVE - SUITEPARK CITYUT84095PUBLIC CHARITYTO PROTECT ANIMALS, TO PROVIDE A LOVING AND NURTURING PLACE WHERE THEY CAN GET HEALTHY AND LEARN POSITIVE BEHARIORS, AND THEN TO FIND LOVING HOMES FOR EACH ONE OF THEM.$2,138B103
PACHAMAMA ALIANCE
PRESIDIO BUILDING - SUITE 1009SAN FRANCISCOCA94129PUBLIC CHARITYTO EMPOWER INDIGENOUS PEOPLE OF THE AMAZON RAINFOREST TO PRESERVE THEIR LANDS AND CULTURE$1,055
SEARCH INSTITUTE
3001 BROADWAY ST NE SUITE 310MINNEAPOLISMN55413PUBLIC CHARITYSEARCH INSTITUTE CREATES TOOLS AND RESOURCES THAT HELP SCHOOLS, YOUTH PROGRAMS, AND FAMILIES FORM ANDSTRENGTHEN DEVELOPMENTAL RELATIONSHIPS WITH AND AMONG YOUNG PEOPLE.$10,690
SUNDANCE INSTITUTE
5900 WILSHIRE BLVD SUITE 800LOS ANGELESCA90036PUBLIC CHARITYSUNDANCE INSTITUTE IS A NONPROFIT ORGANIZATION DEDICATED TO THE DISCOVERY AND DEVELOPMENT OF INDEPENDENT ARTISTS AND AUDIENCES. THROUGH ITS PROGRAMS, THE INSTITUTE SEEKS TO DISCOVER, SUPPORT, AND INSPIRE INDEPENDENT FILM, MEDIA, AND THEATRE ARTISTS FROM THE UNITED STATES AND AROUND THE WORLD, AND TO INTRODUCE AUDIENCES TO THEIR NEW WORK.$11,350
THE AMERICAN INDEPENDENT FOUNDATION
800 MAINE AVENUE SW-SUITE 400WASHINGTONDC20024PUBLIC CHARITYTO USE JOURNALISM TO EDUCATE THE PUBLIC, GIVING THEM THE INFORMATION THEY NEED ABOUT LOCAL AND FEDERAL ISSUES$25,000
ULTRAVIOLET EDUCATION FUND
1330 BROADWAY 3RD FLOOROAKLANDCA94612PUBLIC CHARITYPOWERFUL COMMUNITIES PROGRAM AND FISCAL SPONSORSHIP, INNOVATION, COLLABORATION$25,000
THE REPRESENTATIVE PROJECT
57196 FOLSOM BOULEVARD - SUITE 155SACRAMENTOCA95819PUBLIC CHARITYTO FIGHT INTERSECTIONAL SEXISM USING MEDIA$50,000
WILDCAT SANCTUARY
PO BOX 314SANDSTONEMN55072PUBLIC CHARITYNATURAL SANCTUARY TO WILD CATS$30,308
THE UNIVERSITY OF UTAH
201 SOUTH PRESIDENTS CIRCLESALT LAKE CITYUT84112PUBLIC CHARITYTO FOSTER STUDENT SUCCESS BY PREPARING STUDENTS FROM DIVERSE BACKGROUNDS FOR LIVES OF IMPACT AS LEADERS AND CITIZENS$2,500
WOMEN OF THE WORLD
415 EAST 3900 SOUTHSALT LAKE CITYUT84107PUBLIC CHARITYPROMOTE WOMEN$258
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$251,142TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,883ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$125,205ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,948ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$154,668ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$297,704ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$297,704TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST
13001 BROADWAY STREET NE SUITE 640MINNEAPOLISMN55413$217,345Yes (X)
CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST 2
23001 BROADWAY STREET NE SUITE 640MINNEAPOLISMN55413$20,288Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$28,870$28,870$0
POCKET$4,759$4,759$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (43 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
COHEN & STEERS INSTITUTIONAL REALTYAT COST$176,681$179,629
LAZARD GLOBAL LISTED INFRASTRUCTUREAT COST$102,900$104,914
FMI INTERNATIONAL FUNDAT COST$137,915$152,444
ISHARES CORE S&P 5 0 0 ETFAT COST$684,553$947,186
ISHARES RUSSELL 1 0 0 0 ETFAT COST$187,209$512,234
ISHARES RUSSELL 2 0 0 0 ETFAT COST$49,403$134,123
VANGUARD FTSE DEVELOPED MARKETS ETFAT COST$429,841$553,421
VANGUARD FTSE EMERGING MARKETS ETFAT COST$215,838$232,884
VANGUARD GLOBAL E X - U . S . REAL ESTATEAT COST$104,522$91,977
VANGUARD REAL ESTATE ETFAT COST$102,727$106,272
ACCOLADE PARTNERS BLOCKCHAIN I I , L . PAT COST$81,849$111,492
BLACKROCK APPRECIATION STRATEGY FUNDAT COST$95,287$160,799
CORDILLERA INVESTMENT FUND I I IAT COST$30,264$38,021
EUROPEAN SECONDARY OPPORTUNITIES IAT COST$19,592$11,840
HARRISON STREET REAL ESTATE PARTNERSAT COST$1,639$291
IRON POINTAT COST$26,234$29,461
J P MORGAN US I & G DOMESTIC REITAT COST$8$8
LIME ROCK RENEWABLESAT COST$26,719$50,809
PINEBRIDGE STRUCTURED CAPITALAT COST$5,162$949
PRIVATE OPP FUND V , SERIES BAT COST$87,382$111,254
PRIVATE OPP FUND V , SERIES CAT COST$28,733$31,576
PRIVATE OPP FUND V , SERIES DAT COST$76,541$95,081
PRIVATE OPP FD I VAT COST$187,669$280,703
RIDGEWOOD INFRASTRUCTUREAT COST$24,397$47,091
SIGHTLINE HEALTHCARE OPPORTUNITYAT COST$19,290$10,131
TIMBER BAY FUNDAT COST$68,877$96,939
WESTLY CAPITAL PARTNERS FUND I I , L . PAT COST$12,554$191
WESTLY CAPITAL PARTNERS FUND, L . P .AT COST$24,940$7,868
RIDGEWOOD INFRASTRUCTURE IIAT COST$21,901$23,045
RCP SOF IVAT COST$18,116$23,374
PRIVATE OPP FUND VI, SERIES BAT COST$98,413$110,951
PRIVATE OPP FUND VI, SERIES CAT COST$40,144$39,715
PRIVATE OPP FUND VI, SERIES DAT COST$79,213$88,706
VANGUARD FTSE SOCIAL INDEX FUNDAT COST$261,181$344,334
US BANCORPAT COST$101,384$136,220
VANGUARD SMALL-CAP ETFAT COST$154,994$186,697
DIGITAL REALY TRUST INC.AT COST$56,698$64,725
EQUINIX INC. REAL ESTATE INVESTMENT TRUSTAT COST$56,629$66,945
JOHNSON INSTITUTIONAL BOND FUNDAT COST$149,642$151,787
ISHARES CORE U.S. AGGREGATE BOND ETFAT COST$99,955$98,354
VANGUARD ESG U.S. CORPORATE BOND ETFAT COST$49,998$49,220
PRIVATE OPP FD VII, SERIES BEAT COST$6,474$6,474
TIMBER BAY FUND III, LPAT COST$21,385$27,443

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPOCKETDesc
Revenue And Expenses Per Books$78,443RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPOCKET LLCDesc
Revenue And Expenses Per Books$4,948RevenueAndExpensesPerBooksAmt
Net Investment Income$4,948NetInvestmentIncomeAmt
Adjusted Net Income$4,948AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES - FILING FEE$25$0$25
POCKET LLC$907$907$0
BURR OAK GROUP INC.$3,135$3,135$0

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