EAGLE AND THE HAWK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EAGLE AND THE HAWK FOUNDATION (EIN 41-1856926)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-14
- IRS object ID
- 202032589349100623
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-14T15:29:55-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411834878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR OAK GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 BROADWAY STREET NE STE 640 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | 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 | 411856926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EAGLE AND THE HAWK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAGL | BusinessNameControlTxt |
| Phone | 9525121165 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 BROADWAY STREET NE SUITE 640 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES HARTWELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9525121165 | PhoneNum |
| Signature | 2020-09-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01084498 | PTIN |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.90.80.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-14 | IPDt |
| IP Tm | 14:46:15 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4949D25A417832E0855DAFB0CB4C23C516B1A084 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4949D25A417832E0855DAFB0CB4C23C516B1A084 | 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 | $5,088,965 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $190,106 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,695 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,695 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $107,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $286,210 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,091 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,231 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,231 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $349,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,562 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $110,684 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,909 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,978 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,953 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,428 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $190 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $190 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $296,510 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $691 | CashBOYAmt |
| Cash EOY | $1,490 | CashEOYAmt |
| Cash EOYFMV | $1,490 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $493,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $348,479 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $348,479 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,283,803 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,481,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,738,996 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,778,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,831,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,088,965 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,472,688 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,472,688 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,305,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,358,662 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,778,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,831,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,778,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,831,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,778,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,158 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,831,350 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,831,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE US BOND | P | 2018-09-12 | 2019-04-29 | $199,767 | $194,816 | $4,951 | $4,951 |
| ISHARES RUSSELL 1000 ETF | P | 2015-05-05 | 2019-07-26 | $72,400 | $50,865 | $21,535 | $21,535 |
| BUY THE CHANGE | P | $2,004 | $10,020 | -$8,016 | -$8,016 | ||
| P | $2,324 | $2,324 | |||||
| P | $3,011 | $3,011 | |||||
| ISHARES RUSSELL 2000 ETF | P | 2015-04-28 | 2019-07-26 | $12,039 | $9,643 | $2,396 | $2,396 |
| POCKET LLC | P | $6,507 | $6,507 | ||||
| POCKET LLC | P | $5,383 | $5,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,091 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $200,725 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,657,818 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043094 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $211,002 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,370,206 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048282 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $188,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,947,081 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047721 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $171,996 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,912,035 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043966 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,475 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,839,202 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043883 | DistributionYr5Rt |
| Total Distribution | 0.226946 | TotalDistributionRt |
| Average Distribution | 0.045389 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,714,609 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $213,991 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,365 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $215,356 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $169,255 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,730 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,730 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,730 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,477 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,477 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,747 | OverpaymentAmt |
| Applied To ES Tax | $3,747 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES BELL HARTWELL | IndividualWithBooksNm |
| Phone | 9525121165 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BROADWAY PLACE RIDGE 3001 BROADWAY | AddressLine1Txt |
| Address Line2 | STREET NE SUITE 640 | AddressLine2Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES BELL HARTWELL | |||||||||
| BROADWAY PLACE RIDGE 3001 BROADWAY | ST NE STE 640 | MINNEAPOLIS | MN | 55413 | CHIEF EXECUTIVE OFFICER | 0.00 | $0 | $0 | $0 |
| MAUREEN PELTON | |||||||||
| BROADWAY PLACE RIDGE 3001 BROADWAY | ST NE STE 640 | MINNEAPOLIS | MN | 55413 | CHIEF FINANCIAL OFFICER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,420,846 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $365,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,786,405 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,786,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,714,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $235,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $235,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,730 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,730 | TotalTaxAmt |
| Distributable Before Adj | $233,000 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $233,000 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $233,000 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,255 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $169,255 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $169,255 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $233,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $124,176 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $124,176 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,079 | 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 | $187,921 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES BELL HARTWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BROADWAY PLACE RIDGE 3001 BROADWAY | AddressLine1Txt |
| Address Line2 | STREET NE STE 640 | AddressLine2Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9525121165 | RecipientPhoneNum |
| Form And Info And Materials | PAST AND PRESENT INFORMATION ABOUT THE APPLICANT, BUDGET, PROJECTIONS, USE OF FUNDS, OTHER FUND RAISING EFFORTS, TAX EXEMPTION LETTER, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BROWN UNIVERSITY | ||||||
| 110 ELM STREET | PROVIDENCE | RI | 02912 | PUBLIC CHARITY | EDUCATION | $20,000 |
| CEL EDUCATION FUND | ||||||
| 1330 BROADWAY 3RD FLOOR | OAKLAND | CA | 946122503 | PUBLIC CHARITY | POWERFUL COMMUNITIES PROGRAM AND FISCAL SPONSORSHIP, INNOVATION, COLLABORATION | $25,000 |
| CONSIOUSNESS HACKING | ||||||
| 101 BROOKWOOD AVE STE 204 | SANTA ROSA | CA | 95404 | PUBLIC CHARITY | EXPLORATION OF MODERN TECHNOLOGIES AND ANCIENT WISDOM TO SUPPORT HUMAN FLOURISHING | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PUBLIC CHARITY | PROVIDING MEDICAL AID WHERE IT IS NEEDED MOST, INDEPENDENT, NEUTRAL, IMPARTIAL | $200 |
| FRIENDS OF THE DESERT | ||||||
| 51500 STATE HIGHWAY 74 | PALM DESERT | CA | 92260 | PUBLIC CHARITY | FRIENDS OF THE DESERT MOUNTAINS PRESERVES LAND, TO SUPPORT EDUCATION, CONSERVATION AND RESEARCH IN THECOACHELLA VALLEY, AND ACTS AS THE SUPPORT ORGANIZATION FOR THE SANTA ROSA AND SAN JACINTO MOUNTAINSNATIONAL MONUMENT. | $5,000 |
| GIRLS INC | ||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | PUBLIC CHARITY | INSPIRING ALL GIRLS TO BE STRONG, SMART AND BOLD THROUGH DIRECT SERVICE AND ADVOCACY. THE ORGANIZATION EQUIPS GIRLS WITH SKILLS TO NAVIGATE THROUGH ECONOMIC, GENDER AND SOCIAL BARRIERS AND TO GROW UP AS INDEPENDENT INDIVIDUALS. | $1,000 |
| HOLISTIC LIFE FOUNDATION | ||||||
| 2008 N SMALLWOOD ST | BALTIMORE | MD | 21216 | PUBLIC CHARITY | HOLISTIC LIFE MIND | $10,300 |
| HOW I DECIDE | ||||||
| 401 CITY AVENUE - SUITE 915 | BALA CYNWYD | PA | 19004 | PUBLIC CHARITY | EQUIP YOUTH WITH SKILLS TO MAKE BETTER DECISIONS | $3,500 |
| IGNITE | ||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | PUBLIC CHARITY | TO BUILD A MOVEMENT OF YOUNG WOMEN WHO ARE READY AND EAGER TO BECOME THE NEXT GENERATION OF POLITICAL LEADERS. | $15,000 |
| INEQUALITY MEDIA | ||||||
| PO BOX 9323 | BERKELEY | CA | 94709 | PUBLIC CHARITY | TO ASSIST IN THE ULTIMATE VISION OF A UNITED STATES WHERE ACTIVE PARTICIPATION BY INFORMED CITIZENS RESTORES THE BALANCE OF POWER IN OUR DEMOCRACY AND CREATES AN ECONOMY WHERE GAINS ARE WIDELY SHARED. | $1,000 |
| INWARD BOUND | ||||||
| 199 SUDBURY ROAD SUITE 2 | CONCORD | MA | 01742 | PUBLIC CHARITY | INWARD BOUND OFFERS IN]DEPTH MINDFULNESS PROGRAMMING FOR YOUTH AND THE PARENTS AND PROFESSIONALSWHO SUPPORT THEM. | $1,040 |
| LOTERIA FILMS | ||||||
| 1828 4TH ST | BERKELEY | CA | 94710 | PUBLIC CHARITY | SPECIALIZATION OF CHARACTER DRIVEN FILMS, SERCIES AND WEB CONTENT | $10,000 |
| MIND AND LIFE INSTITUTE | ||||||
| 7007 WINCHESTER CIRCLE SUITE 100 | BOULDER | CO | 80301 | PUBLIC CHARITY | STUDIES HUMAN MIND | $10,000 |
| PEACE HOUSE | ||||||
| 1816 PORTLAND AVE | MINNEAPOLIS | MN | 55404 | PUBLIC CHARITY | A SAFE SHELTER TO HELP INDIVIDUALS THROUGH DOMESTIC VIOLENCE, ABUSE AND MORE. | $2,575 |
| PLANNED PARENTHOOD | ||||||
| 671 VANDALIA STREET | ST PAUL | MN | 55114 | PUBLIC CHARITY | AFFIRM HUMAN RIGHT TO REPRODUCTIVE HEALTH AND FREEDOM | $11,000 |
| SEARCH INSTITUTE | ||||||
| 3001 BROADWAY ST NE SUITE 310 | MINNEAPOLIS | MN | 55413 | PUBLIC CHARITY | SEARCH INSTITUTE CREATES TOOLS AND RESOURCES THAT HELP SCHOOLS, YOUTH PROGRAMS, AND FAMILIES FORM ANDSTRENGTHEN DEVELOPMENTAL RELATIONSHIPS WITH AND AMONG YOUNG PEOPLE. | $10,000 |
| SUNDANCE INSTITUTE | ||||||
| 5900 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | SUNDANCE 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. | $30,000 |
| SYNERGOS | ||||||
| 3 EAST 54TH ST 14TH FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | SYNERGOS CREATES, PROMOTES, AND SUSTAINS TRUST AND COLLABORATION AMONG BUSINESS, GOVERNMENT, CIVIL SOCIETY, AND MARGINALIZED COMMUNITIES. WE FOSTER SUCCESSFUL COLLABORATIONS BY BUILDING TRUST, DESIGNING AND IMPLEMENTING CHANGE PROCESSES, AND ENHANCING THE EFFECTIVENESS OF BRIDGING LEADERS AND INSTITUTIONS. | $1,500 |
| TECH DUMP | ||||||
| 860 VANDALIA ST | ST PAUL | MN | 55114 | PUBLIC CHARITY | ELECTRONICS RECYCLING FACILITY WHICH PROVIDES JOBS FOR THOSE FACING EMPLOYMENT BARRIERS, PREPARING THEM TO BE MORE VALUABLE EMPLOYEES IN THE FUTURE. | $115 |
| TRANSFORMATIVE TECHNOLOGIES | ||||||
| PO BOX 19126 | STANFORD | CA | 94309 | PUBLIC CHARITY | WE ARE A GLOBAL COMMUNITY OF ENTREPRENEURS, INNOVATORS, AND INVESTORS BUILDING TECH FOR MENTAL WELLNESS, EMOTIONAL WELLBEING, AND HUMAN FLOURISHING. WE SIT AT THE INTERSECTION OF NEUROSCIENCE, PSYCHOLOGY, TECH, ENTREPRENEURSHIP, AND INNOVATION. WE LEVERAGE EXPONENTIAL TECHNOLOGIES LIKE AI, AR/VR/XR, NETWORKS AND SENSORS, BIOTECH, NEUROFEEDBACK, ROBOTICS AND MORE TO BUILD TECH TO ENABLE HUMAN WELLBEING AT SCALE. | $1,000 |
| WILDCAT SANCTUARY | ||||||
| PO BOX 314 | SANDSTONE | MN | 55072 | PUBLIC CHARITY | NATURAL SANCTUARY TO WILD CATS | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,230 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,695 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,545 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,231 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,091 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $159,562 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,562 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | 3001 BROADWAY STREET NE SUITE 640 | MINNEAPOLIS | MN | 55413 | $173,876 | Yes (X) |
| CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST 2 | ||||||
| 2 | 3001 BROADWAY STREET NE SUITE 640 | MINNEAPOLIS | MN | 55413 | $16,230 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $18,909 | $18,909 | $0 |
| PARTNERSHIP | $91,775 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EATON VANCE PARAMETRIC | AT COST | $516,000 | $537,117 |
| FMI INTERNATIONAL FUND | AT COST | $199,903 | $197,027 |
| ISHARES MSCI EAFE INDEX FUND | AT COST | $615,006 | $745,994 |
| ISHARES RUSSELL 1000 ETF | AT COST | $670,305 | $1,015,745 |
| ISHARES RUSSELL 2000 INDEX FUND | AT COST | $254,071 | $470,337 |
| VANGUARD GLOBAL EX-US REAL ESTATE ETF | AT COST | $59,994 | $62,694 |
| VANGUARD REAL ESTATE ETF | AT COST | $59,934 | $62,912 |
| PIMCO LOW DURATION | AT COST | $207,063 | $199,420 |
| ISHARES CORE US AGGREGATE BOND ETF | AT COST | $440,031 | $467,010 |
| BLACKROCK APPRECIATION STRATEGY FUND | AT COST | $115,000 | $120,351 |
| ENDOVO | AT COST | $50,000 | $50,000 |
| EUROPEAN SECONDARY OPPORTUNITES | AT COST | $54,992 | $28,026 |
| FEG ABSOLUTE ACCESS FUND | AT COST | $318,000 | $292,436 |
| FUNDAMENTAL PARTNERS MUNICIPAL TRUST | AT COST | $51,500 | $16,238 |
| HARRISON STREET REAL ESTATE PARTNERS | AT COST | $77,873 | $3,325 |
| INTERNATIONAL FARMLAND TRUST | AT COST | $50,000 | $40,233 |
| IRON POINT | AT COST | $3,828 | $3,828 |
| J.P. MORGAN REIT | AT COST | $8 | $8 |
| J P MORGAN REAL ESTATE | AT COST | $109,503 | $160,219 |
| MAP | AT COST | $29,076 | $37,067 |
| PINEBRIDGE STRUCTURED CAPITAL | AT COST | $124,292 | $45,866 |
| PRIVATE OPP FD IV | AT COST | $36,000 | $33,875 |
| RIDGEWOOD | AT COST | $8,188 | $7,732 |
| SIGHTLINE HEALTHCARE OPPORTUNITY | AT COST | $65,000 | $32,825 |
| SPECIAL CREDIT OPPORTUNITY | AT COST | $122,520 | $44,802 |
| WAYZATA OPPORTUNITY FUND II, LLC | AT COST | $97,125 | $1,122 |
| WESTLY CAPITAL II | AT COST | $76,169 | $52,166 |
| WESTLY CAPITAL | AT COST | $70,000 | $10,621 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $99 | $99 | $0 |
| JP MORGAN | $91 | $91 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| POCKET LLC | $4,231 | $4,231 | $4,231 |
| PARTNERSHIP INCOME | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES - FILING FEE | $25 | $0 | $25 |
| BURR OAK GROUP INC. | $3,718 | $3,718 | $0 |
| POCKET LLC | $235 | $235 | $0 |
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