NASH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NASH FOUNDATION (EIN 41-6019142)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-06
- IRS object ID
- 202040379349100204
- Schema version
- 2018v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-06T13:49:06-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416019142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Nash Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Ms Brooke Bailey | InCareOfNm |
| Business Name Control | NASH | BusinessNameControlTxt |
| Phone | 6125003177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Nicollet Avenue 19487 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA N TOCHO III | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 6125003177 | PhoneNum |
| Signature | 2020-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520200375000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-02-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 482EC50EE5FBD82B2ABD89E7D51771376B510FE0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,997,169 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,168 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,168 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,501 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,492,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,225 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $135,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,911 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,978 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,978 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,700 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,912 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,912 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,049 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $34,049 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,947 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,947 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$106,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $303,871 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $436,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $436,022 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $162,938 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $3,407,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,332,012 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,561,147 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,874,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,768,034 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,997,169 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,874,784 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,768,034 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,874,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,768,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,874,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,768,034 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,874,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$106,750 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,768,034 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,768,034 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,492,054 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,452,829 | CostOrOtherBasisAmt |
| Gain Or Loss | $39,225 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,225 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,225 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $216,767 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,858,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044613 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $206,336 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,441,266 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046459 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $216,275 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,213,671 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051327 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $192,270 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,454,328 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043165 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $204,309 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,361,141 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046848 | DistributionYr5Rt |
| Total Distribution | 0.232412 | TotalDistributionRt |
| Average Distribution | 0.046482 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,821,189 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $224,099 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,339 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $225,438 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $239,886 | 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 | $1,339 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,339 | SubtotalAmt |
| Tax Based On Investment Income | $1,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $335 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,735 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,396 | OverpaymentAmt |
| Applied To ES Tax | $1,396 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ms Brooke Bailey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6125003177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5305 Park Avenue | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| Barbara Atwood | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Nicolas Atwood | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Brooke Bailey | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Pres | 1.0 | $0 | $0 | $0 |
| John Brautigam | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Sec | 1.0 | $0 | $0 | $0 |
| Jocelyn Lister Koenig | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | VP, Board Member | 1.0 | $0 | $0 | $0 |
| Victoria C Lanyon | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Jeffrey Pierce Norton Jr | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Alyson Nash Tocho | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member | 1.0 | $0 | $0 | $0 |
| Cynthia N Tocho III | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board Member, Treas | 1.0 | $0 | $0 | $0 |
| Michael Atwood | ||||||||
| 5500 Nicollet Avenue 19487 | Minneapolis | MN | 55419 | Board member, Pres | 1.0 | $2,978 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,537,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $356,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,894,608 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,894,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,821,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $241,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $241,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,339 | TotalTaxAmt |
| Distributable Before Adj | $239,720 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $239,720 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $239,720 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,886 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $239,886 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,339 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $238,547 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $230,946 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $239,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $230,946 | AppliedToYear1Amt |
| Applied To Current Year | $8,940 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $230,780 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABORTION CONVERSATION PROJECTS | ||||||||
| 133 TRINIDAD CT | PONTE VEDRA | FL | 32082 | N/A | PC | General & Unrestricted | $2,000 | |
| ACEQUIA MADRE PTC INC | ||||||||
| 700 ACEQUIA MADRE | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $1,500 | |
| ALIVE & KICKIN | ||||||||
| 1015 4TH AVE N STE 205 | MINNEAPOLIS | MN | 55405 | N/A | PC | General & Unrestricted | $200 | |
| AMYOTROPHIC LATERAL SCLEROSIS ASSN | ||||||||
| 1275 K ST NW STE 250 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $50 | |
| BLAKE SCHOOL | ||||||||
| 110 BLAKE RD S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $600 | |
| BROOKLYN BOTANIC GARDEN CORPORATION | ||||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | N/A | PC | General & Unrestricted | $250 | |
| CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA | ||||||||
| 3276 MCNUTT AVE | WALNUT CREEK | CA | 94597 | N/A | PC | General & Unrestricted | $500 | |
| CASA DE ESPERANZA | ||||||||
| 1821 UNIVERSITY AVE W S | ST PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $7,500 | |
| CENTER FOR CLIMATE PROTECTION | ||||||||
| PO BOX 3785 | SANTA ROSA | CA | 95402 | N/A | PC | General & Unrestricted | $500 | |
| CHILDRENS MIRACLE NETWORK | ||||||||
| 205 W 700 S | SALT LAKE CTY | UT | 84101 | N/A | PC | General & Unrestricted | $1,500 | |
| CITIZENS CLIMATE EDUCATION CORP | ||||||||
| 1330 ORANGE AVE STE 309 | CORONADO | CA | 92118 | N/A | PC | General & Unrestricted | $300 | |
| CIVIL WAR PRESERVATION TRUST | ||||||||
| 1140 PROFESSIONAL COURT | HAGERSTOWN | MD | 21740 | N/A | PC | General & Unrestricted | $200 | |
| COMMONWEAL CONSERVANCY INC | ||||||||
| 369 MONTEZUMA AVE 495 | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $100 | |
| COMPASSION INTERNATIONAL INCORPORATED | ||||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80997 | N/A | PC | General & Unrestricted | $1,612 | |
| CORNELL UNIVERSITY | ||||||||
| 130 E SENECA ST STE 400 | ITHACA | NY | 14850 | N/A | PC | General & Unrestricted | $250 | |
| DISMAS OF VERMONT INC | ||||||||
| 103 E ALLEN ST | WINOOSKI | VT | 05404 | N/A | PC | General & Unrestricted | $200 | |
| DUCKS UNLIMITED INC | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | General & Unrestricted | $1,000 | |
| ECOLOGY EDUCATION INC | ||||||||
| 184 SIMPSON RD | SACO | ME | 04072 | N/A | PC | General & Unrestricted | $1,000 | |
| EDUCATION FOR JUST PEACE IN THE MIDDLE EAST - DBA | ||||||||
| US campaign for pale | WASHINGTON | DC | 20027 | N/A | PC | General & Unrestricted | $300 | PO BOX 3609 |
| EPISCOPAL RELIEF AND DEVELOPMENT | ||||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $300 | |
| FRANCONIA SCULPTURE PARK | ||||||||
| 29836 SAINT CROIX TRL | SHAFER | MN | 55074 | N/A | PC | General & Unrestricted | $9,000 | |
| GOVERNOR DUMMER ACADEMY | ||||||||
| 1 ELM ST | BYFIELD | MA | 01922 | N/A | PC | General & Unrestricted | $250 | |
| GRAMMAR SCHOOL INCORPORATED | ||||||||
| 69 HICKORY RIDGE RD S | PUTNEY | VT | 05346 | N/A | PC | General & Unrestricted | $750 | |
| GRAND FORKS COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 5095 | GRAND FORKS | ND | 58206 | N/A | PC | General & Unrestricted | $4,250 | |
| GREAT RIVER GREENING | ||||||||
| 251 STARKEY ST STE 2200 | SAINT PAUL | MN | 55107 | N/A | PC | General & Unrestricted | $25,000 | |
| GUARDIAN AD LITEM FOUNDATION OF TAMPA BAY INC | ||||||||
| 14250 49TH ST N STE 4000 | CLEARWATER | FL | 33762 | N/A | PC | Let Kids Be Kids Program | $5,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | N/A | PC | General & Unrestricted | $620 | |
| HENNEPIN HISTORY MUSEUM | ||||||||
| 2303 3RD AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $4,000 | |
| HIGH ATLAS FOUNDATION | ||||||||
| 511 6TH AVE K110 | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $400 | |
| HUMANE FARMING ASSOCIATION | ||||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | N/A | PC | General & Unrestricted | $250 | |
| INSTITUTE FOR APPLIED ECOLOGY | ||||||||
| 563 SW JEFFERSON AVE | CORVALLIS | OR | 97333 | N/A | PC | General & Unrestricted | $300 | |
| INTERNATIONAL ACADEMY OF FINE ART | ||||||||
| 888 NEWARK AVE | JERSEY CITY | NJ | 07306 | N/A | PC | General & Unrestricted | $1,500 | |
| LITERACY VOLUNTEERS OF SANTA FE | ||||||||
| 6401 RICHARDS AVE 514-C | SANTA FE | NM | 87508 | N/A | PC | General & Unrestricted | $280 | |
| LUTHER COLLEGE | ||||||||
| 7OO COLLEGE DR | DECORAH | IA | 52101 | N/A | PC | General & Unrestricted | $75 | |
| MACALESTER COLLEGE | ||||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $50 | |
| MAINE CITIZENS FOR CLEAN ELECTIONS | ||||||||
| PO BOX 18187 | PORTLAND | ME | 04112 | N/A | PC | General & Unrestricted | $600 | |
| MAINE PUBLIC BROADCASTING CORPORATION | ||||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | N/A | PC | General & Unrestricted | $360 | |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | ||||||||
| borders usa inc | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $300 | PO BOX 5030 |
| MINNESOTA INDIAN WOMENS RESOURCE CENTER | ||||||||
| 2300 15TH AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $25,000 | |
| MINNESOTA LANDMARKS | ||||||||
| 75 5TH ST W STE 404 | SAINT PAUL | MN | 55102 | N/A | PC | General & Unrestricted | $25,000 | |
| MINNESOTA PUBLIC RADIO | ||||||||
| 480 CEDAR ST | SAINT PAUL | MN | 55101 | N/A | PC | General & Unrestricted | $1,500 | |
| MINNESOTA PUBLIC RADIO | ||||||||
| 480 CEDAR ST | SAINT PAUL | MN | 55101 | N/A | PC | Pipedream Program | $1,000 | |
| MOGOLLON SPORTING ASSOCIATION INC | ||||||||
| PO BOX 1662 | PAYSON | AZ | 85547 | N/A | PC | General & Unrestricted | $1,500 | |
| MORAVIAN CARE MINISTRIES | ||||||||
| 501 N OAK ST | CHASKA | MN | 55318 | N/A | PC | Ageless Endeavors Fund | $5,000 | |
| MORAVIAN CARE MINISTRIES | ||||||||
| 501 N OAK ST | CHASKA | MN | 55318 | N/A | PC | Auburn Homes and Services Fund | $800 | |
| NEW MEXICO LAND CONSERVANCY | ||||||||
| PO BOX 6759 | SANTA FE | NM | 87502 | N/A | PC | General & Unrestricted | $200 | |
| NORMANDALE EVANGELICAL LUTHERAN CHURCH OF EDINA | ||||||||
| 6100 NORMANDALE RD | EDINA | MN | 55436 | N/A | PC | Normandale Center for Healing Fund | $250 | |
| PEOPLE PLUS | ||||||||
| 35 UNION ST | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $200 | |
| PLANNED PARENTHOOD MINNESOTA | ||||||||
| north dakota south dakota | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $4,000 | 671 VANDALIA ST |
| SALVATION ARMY | ||||||||
| 2445 PRIOR AVE N | ROSEVILLE | MN | 55113 | N/A | PC | General & Unrestricted | $250 | |
| SHELBURNE FARMS | ||||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | General & Unrestricted | $4,000 | |
| SOMERVILLE HOMELESS COALITION INCORPORATED | ||||||||
| 1 DAVIS SQ | SOMERVILLE | MA | 02144 | N/A | PC | General & Unrestricted | $200 | |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | ||||||||
| 1712 RANDOLPH AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $500 | |
| STEAMBOAT SPRINGS COUNCIL OF THE ARTS AND | ||||||||
| humanities | STEAMBOAT SPR | CO | 80477 | N/A | PC | General & Unrestricted | $1,500 | PO BOX 774284 |
| STRATEGIES4LIFE INC | ||||||||
| PO BOX 118 | LAKELAND | FL | 33802 | N/A | PC | General & Unrestricted | $1,000 | |
| TAMPA GENERAL HOSPITAL FOUNDATION INC | ||||||||
| PO BOX 1289 | TAMPA | FL | 33601 | N/A | PC | General & Unrestricted | $3,500 | |
| THE SOCIETY OF THE COMPANIONS OF THE HOLY CROSS | ||||||||
| 46 ELM ST | BYFIELD | MA | 01922 | N/A | PC | General & Unrestricted | $1,000 | |
| THE YOUTH SCIENCE INSTITUTE | ||||||||
| 296 GARDEN HILL DR | LOS GATOS | CA | 95032 | N/A | PC | General & Unrestricted | $1,500 | |
| TREE STREET YOUTH INC | ||||||||
| 144 HOWE ST | LEWISTON | ME | 04240 | N/A | PC | General & Unrestricted | $1,000 | |
| TURTLE ISLAND RESTORATION NETWORK | ||||||||
| PO BOX 370 | FOREST KNOLLS | CA | 94933 | N/A | PC | General & Unrestricted | $500 | |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION | ||||||||
| 96 FALMOUTH ST | PORTLAND | ME | 04103 | N/A | PC | General & Unrestricted | $500 | |
| URBAN BOATBUILDERS INC | ||||||||
| 2288 UNIVERSITY AVE W | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $25,000 | |
| URBAN SQUASH TWIN CITIES | ||||||||
| 725 OLIVE LN N | PLYMOUTH | MN | 55447 | N/A | PC | General & Unrestricted | $500 | |
| VEAP INC | ||||||||
| 9600 ALDRICH AVE S | BLOOMINGTON | MN | 55420 | N/A | PC | General & Unrestricted | $250 | |
| VERMONT FOODBANK | ||||||||
| 33 PARKER RD | BARRE | VT | 05641 | N/A | PC | General & Unrestricted | $300 | |
| VISION LOSS RESOURCES INC | ||||||||
| 1936 LYNDALE AVE S | MINNEAPOLIS | MN | 55403 | N/A | PC | General & Unrestricted | $4,000 | |
| VOYAGEURS NATIONAL PARK ASSOCIATION | ||||||||
| 126 N 3RD ST STE 400 | MINNEAPOLIS | MN | 55401 | N/A | PC | General & Unrestricted | $1,000 | |
| WASATCH ACADEMY | ||||||||
| 120 S 100 W | MT PLEASANT | UT | 84647 | N/A | PC | General & Unrestricted | $250 | |
| WAYZATA HISTORICAL SOCIETY | ||||||||
| 402 LAKE ST E | WAYZATA | MN | 55391 | N/A | PC | General & Unrestricted | $4,000 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | General & Unrestricted | $2,100 | |
| WINDSOR PUBLIC LIBRARY | ||||||||
| 43 STATE ST | WINDSOR | VT | 05089 | N/A | PC | General & Unrestricted | $700 | |
| WITHALL | ||||||||
| 5354 PARKDALE DR FL 2 | ST LOUIS PARK | MN | 55416 | N/A | PC | General & Unrestricted | $1,300 | |
| WNET | ||||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $300 | |
| WOMENS PRISON BOOK PROJECT | ||||||||
| 2002 23RD AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $500 | |
| WORCESTER ANIMAL RESCUE LEAGUE | ||||||||
| 139 HOLDEN ST | WORCESTER | MA | 01606 | N/A | PC | General & Unrestricted | $1,500 | |
| WORCESTER COUNTY FOOD BANK INC | ||||||||
| 474 BOSTON TPKE | SHREWSBURY | MA | 01545 | N/A | PC | General & Unrestricted | $500 | |
| YOUTH FRONTIERS INC | ||||||||
| 5215 EDINA INDUSTRIAL BLVD STE 400 | EDINA | MN | 55439 | N/A | PC | General & Unrestricted | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,947 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,168 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,426 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $135,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,836 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Atwood | PersonNm |
| Short Explanation | * removed from foundation in FYE 2019 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $66,598 | $70,277 |
| ISHARES GOLD TRUST | $27,844 | $30,524 |
| SCHWAB FUNDAMENTAL EM MARKETS | $69,644 | $70,528 |
| SCHWAB FUNDAMENTAL INTERNATION | $55,795 | $54,916 |
| SCHWAB FUNDAMENTAL INTL LARGE | $111,626 | $110,437 |
| SCHWAB FUNDAMENTAL US LARGE CO | $153,466 | $153,781 |
| SCHWAB FUNDAMENTAL US SMALL CO | $111,621 | $108,849 |
| SCHWAB INTERMEDIATE US TRS ETF | $90,676 | $93,047 |
| SCHWAB STRATEGIC TREMERGING MK | $41,775 | $41,171 |
| SCHWAB STRATEGIC TRINTL SMALL | $41,866 | $41,420 |
| SCHWAB U.S. SMALL-CA | $55,843 | $55,111 |
| SCHWAB US BROAD MARKET | $2,058,706 | $3,279,432 |
| SCHWAB US LARGE CAP ETF | $125,659 | $125,991 |
| SCHWAB US REIT | $41,831 | $41,907 |
| SCHWAB US TIPS | $97,695 | $99,669 |
| SPDR BARCLAYS CAPITAL EMERGING | $27,885 | $29,100 |
| SPDR PORTFOLIO INTERMEDIATE TE | $13,952 | $14,251 |
| VANGUARD GLOBAL EX-US REAL EST | $27,924 | $28,143 |
| VANGUARD MORTGAGE-BACKED SEC I | $69,766 | $70,634 |
| XTRACKERS USD HIGH YIELD CORPO | $41,840 | $41,959 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $33,201 | $33,201 |
| OFFICE SUPPLIES | $223 | $223 |
| Postage/Delivery Service | $77 | $77 |
| State or Local Filing Fees | $25 | $25 |
| Website Hosting/Support | $20 | $20 |
| DIGITAL SUBSCRIPTION FEES | $503 | $503 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $17 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $2,400 |
| 990-PF Extension for 2018 | $300 |
Comments