PATTERSON DENTAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PATTERSON DENTAL FOUNDATION (EIN 74-3076772)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-22
- IRS object ID
- 202502959349100525
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-22T13:35:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463220328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKINS HENKE AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 INWOOD AVENUE NORTH SUITE 140 | AddressLine1Txt |
| City | OAKDALE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743076772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATT | BusinessNameControlTxt |
| Phone | 6519942193 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE SPANN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6519942193 | PhoneNum |
| Signature | 2025-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA M AKINS | PreparerPersonNm |
| PTIN | P00950359 | PTIN |
| Phone | 6516363806 | PhoneNum |
| Preparation | 2025-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,495,625 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $248,278 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $611,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $611,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,986,964 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,038,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,611,964 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,846,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,223,389 | 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 | $19,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,923 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,857 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $216,628 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $195,218 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,410 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,406 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,575 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,002 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,002 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $332,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $202,141 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,412,509 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,415,809 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,744,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $202,141 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,468,078 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,101,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,021,248 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $226,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,756 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $67,633 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $36,977 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $67,633 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $67,633 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,577 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $40,794 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $40,794 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $28,001,711 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,280,679 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,280,679 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,725 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,094 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,206 | LandBOYAmt |
| Land EOY | $631 | LandEOYAmt |
| Land EOYFMV | $631 | LandEOYFMVAmt |
| Other Assets BOY | $35,137 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,132 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,132 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,314,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,495,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,495,625 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,330 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $76,881 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,400 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,300 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $139,842 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $154,258 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $191,572 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $233,439 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $28,123,356 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $31,262,186 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,123,356 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,262,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,314,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,495,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,123,356 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,101,767 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,037,063 | OtherIncreasesAmt |
| Subtotal | $31,262,186 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,262,186 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US BANK INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $18,038,943 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,426,979 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,611,964 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,611,964 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,611,964 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,007 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,107 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $887 | EsPenaltyAmt |
| Overpayment | $15,325 | OverpaymentAmt |
| Applied To ES Tax | $15,325 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PATTERSONFOUNDATION.NET | WebsiteAddressTxt |
| Individual With Books | R STEPHEN ARMSTRONG | IndividualWithBooksNm |
| Phone | 6516861600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| R STEPHEN ARMSTRONG | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | TREASURER | 0.75 | $0 | $0 | $0 |
| GEORGE HENRIQUES | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| LESLIE KORSH | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | SECRETARY | 0.40 | $0 | $0 | $0 |
| ELIZABETH DYGERT | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| DALE A SPANN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | PRESIDENT | 0.75 | $0 | $0 | $0 |
| KEVIN POHLMAN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| KAREN SCOTT | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | VICE PRESIDENT | 0.40 | $0 | $0 | $0 |
| SAMANTHA BERGESON | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| DREW BRODIN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| CARA CHERRY | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| DON ZURBAY | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIT INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 IDS CENTER 80 SOUTH 8TH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $166,722 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,362,719 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,641 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $147,190 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,659,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,659,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $459,893 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,199,657 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,509,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,509,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,895 | TotalTaxAmt |
| Distributable Before Adj | $1,454,088 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,454,088 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,454,088 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,468,078 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,468,078 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,454,088 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $135,314 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $60,207 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $171,756 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,685 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $431,962 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,468,078 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,454,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,990 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $445,952 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $135,314 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $310,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $60,207 | ExcessFromYear3Amt |
| Excess From Year2 | $171,756 | ExcessFromYear2Amt |
| Excess From Year1 | $64,685 | ExcessFromYear1Amt |
| Excess From Current Year | $13,990 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDSAY STEWART FOUNDATION MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6516861929 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE ALL ITEMS REQUESTED IN THE GRANT APPLICATION. GRANT APPLICATIONS CAN BE OBTAINED BY WRITING, EMAILING (INFORMATION@PATTERSONFOUNDATION.NET) OR CALLING (651)686-1929. THE GRANT APPLICATION INCLUDES A BRIEF DESCRIPTION OF YOUR PROJECT AND STATEMENT OF NEED, SUMMARY OF THE ORGANIZATION, ITS MISSION AND GOALS, ORGANIZATION BUDGET, AND A PROJECT BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MOST APPLICATIONS THAT RECEIVE FUNDING REQUIRE 60 TO 140 DAYS CONSIDERATION AND APPROVAL. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION FOCUSES ON PROVIDING GRANTS IN EDUCATION HEALTH AND HUMAN SERVICES, AND EDUCATIONAL SCHOLARSHIPS. EDUCATION GRANTS ARE SUPPORT FOR EDUCATION IN THE FOUNDATION'S FOCUS AREAS OF ORAL HEALTH, ANIMAL HEALTH AND OCCUPATIONAL AND PHYSICAL REHABILITATION. HEALTH AND HUMAN SERIVCES GRANTS ASSIST PROGRAMS THAT BENEFIT ECONOMICALLY DISADVANTAGED PEOPLE OR YOUTH WITH SPECIAL NEEDS. EDUCATIONAL SCHOLARSHIPS ARE SUPPORT FOR DEPENDENTS OF PATTERSON COMPANIES, INC. EMPLOYEES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF COSMETIC DENTISTRY CHARITABLE FOUNDATION | |||||||||||
| 200 RIVER PLACE | MONONA | WI | 53716 | PC | INCREASING DENTAL ACCESS GRANT | $20,000 | |||||
| AMERICAN CANCER SOCIETY | |||||||||||
| 270 PEACHTREE ST NW STE 1300 | ATLANTA | GA | 30303 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| AMERICA'S TOOTHFAIRY NATIONAL CHILDREN'S ORAL HEALTH FOUNDATION | |||||||||||
| 4530 PARK ROAD SUITE 320 | CHARLOTTE | NC | 28209 | PC | INCREASING DENTAL ACCESS GRANT | $25,000 | |||||
| AMERICA'S VETDOGS - THE VETERAN'S K-9 CORPS | |||||||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | |||||
| ANIMAL RESCUE LEAGUE OF IOWA INC | |||||||||||
| 5452 NE 22ND ST | DES MOINES | IA | 50313 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| ASSISTANCE DOGS INTERNATIONAL | |||||||||||
| PO BOX 276 | MAUMEE | OH | 43537 | PC | INCREASING ACCESS TO SERVICE DOGS | $10,000 | |||||
| AWAKENING GRACE FOUNDATION | |||||||||||
| 5022 IBEX AVE | ORANGE CITY | IA | 51041 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| BEACON OF HOPE COMMUNITY SERVICES INC | |||||||||||
| 62 WEST ST | LEOMINSTER | MA | 01453 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $200 | |||||
| BLAZE ORANGE YOUNG SPORTING CLUB | |||||||||||
| 3256 N SAINT MARIE RD | OLNEY | IL | 62450 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | |||||
| BOY SCOUT TROOP 3221 | |||||||||||
| 206 3RD STREET SOUTH | ATWATER | MN | 56209 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $500 | |||||
| CAHABA VALLEY HEALTH CARE | |||||||||||
| 1515 6TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | PC | INCREASING DENTAL ACCESS GRANT | $13,040 | |||||
| CALIFORNIA CAREFORCE | |||||||||||
| 950 RESERVE DRIVE SUITE 120 | ROSEVILLE | CA | 95678 | PC | INCREASING DENTAL ACCESS GRANT | $3,500 | |||||
| CAN DO CANINES | |||||||||||
| 9440 SCIENCE CENTER DRIVE | NEW HOPE | MN | 55428 | PC | INCREASING ACCESS TO SERVICE DOGS | $25,000 | |||||
| CAN DO CANINES | |||||||||||
| 9440 SCIENCE CENTER DRIVE | NEW HOPE | MN | 55428 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | |||||
| CAN DO CANINES | |||||||||||
| 9440 SCIENCE CENTER DRIVE | NEW HOPE | MN | 55428 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | |||||
| CANINE INSPIRED CHANGE | |||||||||||
| 2300 MYRTLE AVENUE | SAINT PAUL | MN | 55114 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| CANINE PARTNERS FOR LIFE | |||||||||||
| PO BOX 170 | COCHRANVILLE | PA | 19330 | PC | INCREASING ACCESS TO SERVICE DOGS | $29,800 | |||||
| CANINE PARTNERS OF THE ROCKIES | |||||||||||
| PO BOX 33136 | NORTHGLENN | CO | 80233 | PC | INCREASING ACCESS TO SERVICE DOGS | $13,000 | |||||
| CARE CLINIC | |||||||||||
| 906 COLLEGE AVENUE | RED WING | MN | 55066 | PC | INCREASING DENTAL ACCESS GRANT | $40,000 | |||||
| CATTY SHACK RANCH WILDLIFE SANCTUARY INC | |||||||||||
| 1860 STARRATT RD | JACKSONVILLE | FL | 32226 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $800 | |||||
| CENTRAL AR VOLUNTEERS IN MEDICINE CLINIC INC DBA HARMONY HEALTH CLINIC | |||||||||||
| 201 EAST ROOSEVELT ROAD | LITTLE ROCK | AR | 72206 | PC | INCREASING DENTAL ACCESS GRANT | $6,300 | |||||
| FIREFLY CHILDREN & FAMILY ALLIANCE | |||||||||||
| 1575 DR MARTIN LUTHER KING JR ST | INDIANAPOLIS | IN | 46202 | PC | VOLUNTEER MATCH GRANT | $1,000 | |||||
| CIRCLE TAIL INC | |||||||||||
| 8834 CAREY LANE | PLEASANT PLAIN | OH | 45162 | PC | INCREASING ACCESS TO SERVICE DOGS | $11,400 | |||||
| COLORADO MISSION OF MERCY | |||||||||||
| 1910 56TH AVENUE | GREELEY | CO | 80634 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | |||||
| COLORADO RAILROAD MUSEUM | |||||||||||
| 17155 W 44TH AVE | GOLDEN | CO | 80403 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $600 | |||||
| COMMUNITY DENTAL CLINIC | |||||||||||
| 1008 WOODLAWN STREET | CLEARWATER | FL | 33756 | PC | INCREASING DENTAL ACCESS GRANT | $29,139 | |||||
| COMMUNITY HEALTH CLINIC OF BUTLER COUNTY | |||||||||||
| 103 BONNIE DRIVE | BUTLER | PA | 16002 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | |||||
| COMMUNITY VOLUNTEERS IN MEDICINE | |||||||||||
| 300B LAWRENCE DRIVE | WEST CHESTER | PA | 19380 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | |||||
| CONNECTICUT FOUNDATION FOR DENTAL OUTREACH | |||||||||||
| 835 WEST QUEEN STREET | SOUTHINGTON | CT | 06489 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | |||||
| DENTAL LIFELINE NETWORK | |||||||||||
| 1800 15TH ST 100 | DENVER | CO | 80202 | PC | INCREASING DENTAL ACCESS GRANT | $20,000 | |||||
| DIGNITY HEALTH FOUNDATION - EAST VALLEY | |||||||||||
| 1727 W FRYE ROAD | CHANDLER | AZ | 85224 | PC | INCREASING DENTAL ACCESS GRANT | $15,000 | |||||
| DUO DOGS INC | |||||||||||
| 10955 LINPAGE PLACE | ST LOUIS | MO | 63132 | PC | INCREASING ACCESS TO SERVICE DOGS | $20,000 | |||||
| EFFINGHAM COUNTY HUMANE SOCIETY | |||||||||||
| 12073 N 1000TH RD | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| EFFINGHAM COUNTY HUMANE SOCIETY | |||||||||||
| 12073 N 1000TH RD | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $400 | |||||
| ENDURING FREEDOM MINISTRIES INC | |||||||||||
| 304 SOUTH WEST ST | SHUMWAY | IL | 62461 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| EVERYONE FOR VETERANS | |||||||||||
| PO BOX 1081 | ISSAQUAH | WA | 98027 | PC | INCREASING DENTAL ACCESS GRANT | $15,000 | |||||
| FEED MY STARVING CHILDREN | |||||||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $800 | |||||
| FEED MY STARVING CHILDREN | |||||||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | |||||
| FEED MY STARVING CHILDREN | |||||||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | |||||
| FOOD BANK FOR LARIMER COUNTY | |||||||||||
| 5706 WRIGHT DRIVE | LOVELAND | CO | 80538 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $600 | |||||
| FREEDOM SERVICE DOGS INC | |||||||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | PC | INCREASING ACCESS TO SERVICE DOGS | $12,000 | |||||
| FUTURE FARMERS OF AMERICA CALIFORNIA | |||||||||||
| 13020 WEST STOCKTON BLVD | GALT | CA | 95632 | PC | FFA TEACHER DEVELOPMENT GRANTS | $3,000 | |||||
| FUTURE FARMERS OF AMERICA COLORADO | |||||||||||
| 1636 PLAINS DRIVE | EATON | CO | 80615 | PC | FFA TEACHER DEVELOPMENT GRANTS | $3,000 | |||||
| FUTURE FARMERS OF AMERICA FLORIDA | |||||||||||
| 5600 SW 34TH ST | GAINESVILLE | FL | 32608 | PC | FFA TEACHER DEVELOPMENT GRANTS | $3,000 | |||||
| FUTURE FARMERS OF AMERICA GEORGIA | |||||||||||
| 685 KITE RD | SWAINSBORO | GA | 30401 | PC | FFA TEACHER DEVELOPMENT GRANTS | $3,000 | |||||
| FUTURE FARMERS OF AMERICA IOWA | |||||||||||
| 1055 SW PRAIRIE TRAIL PKWY | ANKENY | IA | 50023 | PC | FFA TEACHER DEVELOPMENT GRANTS | $3,000 | |||||
| FUTURE FARMERS OF AMERICA MINNESOTA | |||||||||||
| 12443 COUNTY ROAD 41 | ALTURA | MN | 55910 | PC | FFA TEACHER DEVELOPMENT GRANTS | $3,000 | |||||
| FUTURE FARMERS OF AMERICA NEBRASKA | |||||||||||
| UNL EAST CAMPUS 203 AG COMM | LINCOLN | NE | 68583 | PC | FFA TEACHER DEVELOPMENT GRANTS | $3,000 | |||||
| FUTURE FARMERS OF AMERICA OKLAHOMA | |||||||||||
| 1500 W 7TH AVE | STILLWATER | OK | 74074 | PC | FFA TEACHER DEVELOPMENT GRANTS | $3,000 | |||||
| FUTURE FARMERS OF AMERICA TEXAS | |||||||||||
| 614 E 12TH ST | AUSTIN | TX | 78701 | PC | FFA TEACHER DEVELOPMENT GRANTS | $3,000 | |||||
| GENESYS WORKS - TWIN CITIES | |||||||||||
| 445 MINNESOTA ST STE 720 | SAINT PAUL | MN | 55101 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| GIVING HOPE OLNEY FOOD PANTRY | |||||||||||
| 600 S CAMP AVE | OLNEY | IL | 62450 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | |||||
| GROVE CITY GUN CLUB | |||||||||||
| PO BOX 522 | ATWATER | MN | 56209 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $500 | |||||
| HISPANIC OUTREACH PROGRAM OF GOODHUE COUNTY | |||||||||||
| 628 W 5TH ST | RED WING | MN | 55066 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | |||||
| HOLLAND FREE HEALTH CLINIC | |||||||||||
| 99 W 26TH ST | HOLLAND | MI | 49423 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | |||||
| HOMESAFE | |||||||||||
| 331 S WATER AVE | GALLATIN | TN | 37066 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $800 | |||||
| HOPE COALITION | |||||||||||
| 1407 WEST 4TH ST | RED WING | MN | 55066 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $800 | |||||
| HOPE DENTAL CLINIC | |||||||||||
| 800 MINNEHAHA AVENUE EAST 465 | ST PAUL | MN | 55106 | PC | INCREASING DENTAL ACCESS GRANT | $41,707 | |||||
| HUBBARD HOUSE FOUNDATION INC | |||||||||||
| PO BOX 4909 | JACKSONVILLE | FL | 32201 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $700 | |||||
| ILLINOIS STATE DENTAL SOCIETY FOUNDATION | |||||||||||
| P O BOX 217 | SPRINGFIELD | IL | 62704 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | |||||
| INTERNATIONAL GUIDING EYES INC DBA GUIDE DOGS OF AMERICA | |||||||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | PC | INCREASING ACCESS TO SERVICE DOGS | $14,250 | |||||
| IOWA DENTAL FOUNDATION | |||||||||||
| 5530 W PARKWAY | JOHNSTON | IA | 50131 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | |||||
| IOWA DENTAL FOUNDATION | |||||||||||
| 5530 W PARKWAY | JOHNSTON | IA | 50131 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $600 | |||||
| KANSAS DENTAL CHARITABLE FOUNDATION | |||||||||||
| 5200 SW HUNTOON | TOPEKA | KS | 66604 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $400 | |||||
| KID CANCER CRUSHERS | |||||||||||
| 2090 SE WILLOWBROOK DR | WAUKEE | IA | 50263 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| KIDS IN NEED OF DENTISTRY | |||||||||||
| 2465 S DOWNING ST | DENVER | CO | 80210 | PC | INCREASING DENTAL ACCESS GRANT | $30,000 | |||||
| LAHAI HEALTH (FORMERLY PUGET SOUND CHRISTIAN CLINIC) | |||||||||||
| 19820 SCRIBER LAKE ROAD | LYNNWOOD | WA | 98036 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | |||||
| LANE THOMAS FOUNDATION | |||||||||||
| PO BOX 540365 | OMAHA | NE | 68154 | PC | GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| LOAVES AND FISHES TOO | |||||||||||
| 721 KASOTA AVE SE | MINNEAPOLIS | MN | 55414 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | |||||
| LOVE IN ACTION OF THE TRI-CITIES | |||||||||||
| 326 N FERRY STREET | GRAND HAVEN | MI | 49417 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | |||||
| MAGNUSON CHRISTIAN SCHOOL | |||||||||||
| 4000 LINDEN ST | ST PAUL | MN | 55110 | PC | GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| MANCHESTER DOG PARK | |||||||||||
| 208 MAIN STREET | MANCHESTER | IA | 52057 | PC | GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| MATTHEW 25 INC | |||||||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | |||||
| MEMPHIS DENTAL SOCIETY CHARITABLE FUND | |||||||||||
| 6250 POPLAR AVE | MEMPHIS | TN | 38119 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | |||||
| MICHIGAN DENTAL ASSOCIATION FOUNDATION | |||||||||||
| 3657 OKEMOS ROAD STE 200 | OKEMOS | MI | 48864 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | |||||
| MINNESOTA DENTAL FOUNDATION | |||||||||||
| 1335 INDUSTRIAL BLVD | MINNEAPOLIS | MN | 55413 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | |||||
| NASSAU HUMANE SOCIETY INC | |||||||||||
| 639 AIRPORT RD | FERNANDINA BEACH | FL | 32034 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $300 | |||||
| NATIONAL EDUCATION FOR ASSISTANCE DOG SERVICES INC | |||||||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | PC | INCREASING ACCESS TO SERVICE DOGS | $35,000 | |||||
| NATIONAL EDUCATION FOR ASSISTANCE DOG SERVICES INC | |||||||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | PC | INCREASING ACCESS TO SERVICE DOGS | $12,000 | |||||
| NATIVE AMERICAN COMMUNITY CLINIC | |||||||||||
| 1213 E FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | |||||
| NEW MEXICO FOUNDATION FOR DENTAL HEALTH RESEARCH AND EDUCATION | |||||||||||
| PO BOX 16854 | ALBUQUERQUE | NM | 87191 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | |||||
| NORTH DAKOTA DENTAL FOUNDATION | |||||||||||
| 4141 28TH AVE S | FARGO | ND | 58104 | PC | INCREASING DENTAL ACCESS GRANT | $3,500 | |||||
| OASIS FREE CLINIC | |||||||||||
| 331 MAINE STREET | BRUNSWICK | ME | 04011 | PC | INCREASING DENTAL ACCESS GRANT | $16,406 | |||||
| OCCUPAWS GUIDE DOG ASSOCIATION | |||||||||||
| PO BOX 45857 | MADISON | WI | 53744 | PC | INCREASING ACCESS TO SERVICE DOGS | $8,030 | |||||
| OPEN DOOR PANTRY | |||||||||||
| 3000 AMES CROSSING RD | EAGAN | MN | 55121 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | |||||
| OPEN GATE MINISTRIES INC | |||||||||||
| 511 N K ST | DINUBA | CA | 93618 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $2,200 | |||||
| PINKY SWEAR FOUNDATION | |||||||||||
| 5555 WEST 78 STREET SUITE E | EDINA | MN | 55439 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| POSS MUSIC WORKS NFP | |||||||||||
| 1915 S BANKER ST | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| PUPPAS PALS | |||||||||||
| 512 N 54TH AVE W | DULUTH | MN | 55807 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| PURRFECT ANGELS CAT RESCUE | |||||||||||
| PO BOX 684 | TURNERSVILLE | NJ | 08012 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,300 | |||||
| READY SET SMILE | |||||||||||
| 3751 17TH AVE S | MINNEAPOLIS | MN | 55406 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | |||||
| READY SET SMILE | |||||||||||
| 3751 17TH AVE S | MINNEAPOLIS | MN | 55406 | PC | VOLUNTEER MATCH GRANGENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCHT | $800 | |||||
| RESCUE 1 GLOBAL | |||||||||||
| 6688 NOLENSVILLE RD | BRENTWOOD | TN | 37027 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $800 | |||||
| RHODE ISLAND ORAL HEALTH FOUNDATION (RI MISSION OF MERCY) | |||||||||||
| 201 A GRAVELLY HILL ROAD | WAKEFIELD | RI | 02879 | PC | INCREASING DENTAL ACCESS GRANT | $3,500 | |||||
| ROCK VALLEY CHRISTIAN SCHOOL FNDTN | |||||||||||
| 1405 17TH ST | ROCK VALLEY | IA | 51247 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| RONALD MCDONALD HOUSE CHARITIES OF BISMARCK | |||||||||||
| 609 NORTH 7TH STREET | BISMARCK | ND | 58501 | PC | INCREASING DENTAL ACCESS GRANT | $15,000 | |||||
| RURAL COMMUNITIES RESOURCE CENTER | |||||||||||
| 41760 ROAD 130 | OROSI | CA | 93647 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $4,900 | |||||
| RURAL PARISH CLINIC OF ARCHDIOCESE OF ST LOUIS | |||||||||||
| 20 ARCHBISHOP MAY DR | ST LOUIS | MO | 63119 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | |||||
| SAFE HANDS ANIMAL RESCUE | |||||||||||
| PO BOX 19623 | MINNEAPOLIS | MN | 55419 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | |||||
| SCHOLARSHIP AMERICA INC | |||||||||||
| 1 SCHOLARSHIP WAY | ST PETER | MN | 56082 | PC | SCHOLARSHIPS FOR POST SECONDARY EDUCATION | $652,837 | |||||
| SEATTLE CENTER FOUNDATION | |||||||||||
| 305 HARRISON STREET | SEATTLE | WA | 98109 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | |||||
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC | |||||||||||
| 411 MERCY DRIVE | ORLANDO | FL | 32805 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $100 | |||||
| SMITH ISLAND UNITED | |||||||||||
| PO BOX 40 | EWELL | MD | 21824 | PC | INCREASING DENTAL ACCESS GRANT | $18,000 | |||||
| TEUTOPOLIS EDUCATIONAL FOUNDATION | |||||||||||
| 801 W MAIN ST | TEUTOPOLIS | IL | 62467 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $300 | |||||
| TEXAS DENTAL ASSOCIATION SMILES FOUNDATION | |||||||||||
| 1946 S IH-35 | AUSTIN | TX | 78704 | PC | INCREASING DENTAL ACCESS GRANT | $3,500 | |||||
| THE TREVOR PROJECT | |||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| VOLUNTEERS IN MEDICINE BERKSHIRES | |||||||||||
| 777 MAIN STREET | GREAT BARRINGTON | MA | 01230 | PC | INCREASING DENTAL ACCESS GRANT | $25,000 | |||||
| VOLUNTEERS IN MEDICINE HILTON HEAD ISLAND DENTAL CLINIC | |||||||||||
| 15 NORTHRIDGE DRIVE | HILTON HEAD ISLAND | SC | 29926 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | |||||
| WAKE SMILES | |||||||||||
| 1863 CAPITAL BLVD | RALEIGH | NC | 27604 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | |||||
| WOUNDED WARRIOR PROJECT INC | |||||||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| YANCEY COUNTY HUMANE SOCIETY | |||||||||||
| PO BOX 1016 | BURNSVILLE | NC | 28714 | PC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | |||||
| SALVATION ARMY OF NORTH TEXAS | |||||||||||
| PO BOX 36006 | DALLAS | TX | 75235 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $3,000 | |||||
| SNACK PACK 4 KIDS | |||||||||||
| 2406 SW 3RD AVS | AMARILLO | TX | 79101 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $700 | |||||
| SOLES4SOULS | |||||||||||
| 319 MARTINGALE DR | OLD HICKORY | TN | 37138 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $900 | |||||
| INDIAN SCHOOL SURVIVORS SOCIETY | |||||||||||
| NC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | 402 100 PARK ROYAL SOUTH | WEST VANCOUVER | BRITISH COLUMBIA | CA | V7TIA2 | ||||
| LONDON COMMUNITY DENTAL ALLIANCE | |||||||||||
| NC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $1,000 | 244 ADELAIDE STREET SOUTH | LONDON | ONTARIO | CA | N5Y 1J9 | ||||
| CLINQUE SPOT CARE CLINIC | |||||||||||
| NC | GENERAL OPERATIONS GIVING WEEK 20TH ANNIVERSARY GRANTS | $1,000 | 945 SISTERS OF CHARITY OFFICE 225 | MONTREAL | QUEBEC | CA | G1R 1H8 | ||||
| SMILES FOR MILE | |||||||||||
| PO BOX 19524 | LOUISVILLE | KY | 40259 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $400 | |||||
| ADAMS COUNTY 4-H | |||||||||||
| 9755 HENDERSON ROAD | BRIGHTON | CO | 80601 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,415,809 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EFFINGHAM COUNTY FISH HUMAN SERVICES | ||||||
| PO BOX 473 | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $700 |
| NATIONAL TRAIL AMATEUR RADIO CLUB | ||||||
| PO BOX 903 | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $200 |
| MAUI HUMANE SOCIETY | ||||||
| 1350 MEHAMEHA LOOP | PUUNENE | HI | 96784 | PC | GENERAL OPERATIONS GRANT IN SUPPORT OF VOLUNTEER MATCH | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,100 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $611,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,986,964 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,598,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,598,389 | 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 (15 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENTS | |||||||||||
| 1 | 3300 IDS CENTER 80 S EIGHTH ST | MINNEAPOLIS | MN | 55402 | $25,008 | Yes (X) | |||||
| ACTEON NORTH AMERICA | |||||||||||
| 2 | 124 GAITHER DRIVE SUITE 140 | MOUNT LAUREL | NJ | 08054 | $13,000 | Yes (X) | |||||
| VEDCO INC | |||||||||||
| 3 | 5503 CORPORATE DRIVE | SAINT JOSEPH | MO | 64507 | $13,000 | Yes (X) | |||||
| NSK AMERICA COPORATION | |||||||||||
| 4 | 1800 GLOBAL PARKWAY | HOFFMAN ESTATES | IL | 60192 | $18,526 | Yes (X) | |||||
| A-DEC INC | |||||||||||
| 5 | 2601 CRESTVIEW DRIVE | NEWBERG | OR | 97132 | $14,578 | Yes (X) | |||||
| PLANMECA USA INC | |||||||||||
| 6 | 2600 FORBS AVENUE | HOFFMAN ESTATES | IL | 60192 | $14,578 | Yes (X) | |||||
| KERR CORPORATION | |||||||||||
| 7 | 11729 FRUEHAUF DRIVE | CHARLOTTE | NC | 28273 | $13,000 | Yes (X) | |||||
| IVOCLAR VIVADENT | |||||||||||
| 8 | 175 PINEVIEW DRIVE | AMHERST | NY | 14228 | $13,526 | Yes (X) | |||||
| MIDMARK | |||||||||||
| 9 | 60 VISTA DRIVE | VERSAILLES | OH | 45380 | $13,000 | Yes (X) | |||||
| SEPTODONT | |||||||||||
| 10 | 205 GRANITE RUN DR SUITE 150 | LANCASTER | PA | 17601 | $14,578 | Yes (X) | |||||
| HU-FRIEDY | |||||||||||
| 11 | 3232 N ROCKWELL ST | CHICAGO | IL | 60618 | $14,578 | Yes (X) | |||||
| ZOETIS | |||||||||||
| 12 | 10 SYLVAN WAY | PARSIPPANY | NJ | 07054 | $13,633 | Yes (X) | |||||
| AIR TECHNIQUES | |||||||||||
| 13 | 1295 WALT WHITMAN ROAD | MELVILLE | NY | 11747 | $14,578 | Yes (X) | |||||
| W AND H IMPEX INC | |||||||||||
| 14 | $13,000 | Yes (X) | 6490 HAWTHORNE DR | WINDSO | ONTARIO | CA | N8T TJP | ||||
| GC AMERICA | |||||||||||
| 15 | 3737 W 127TH ST | ALSIP | IL | 60803 | $13,000 | Yes (X) | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | CategoryTxt |
| Amt | $19,780 | Amt |
| Net Investment Income | $6,923 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,857 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEBSITE | PropertyDesc |
| Acquired | 2022-02-01 | AcquiredDt |
| Cost Or Other Basis | $22,725 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $14,519 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 3.000000000000 | LifeRt |
| Current Year Expense | $7,575 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUTISM DOG SERVICES | |||||||||||||
| 102 NORTH PARK ST | BRANTFORD | ONTARIO | CA | N3R 4K1 | 2023-10-04 | $22,500 | INCREASING ACCESS TO SERVICE DOGS | $22,500 | NO KNOWN DIVERSION | 6/9/25 | 2025-06-09 | THE FOUNDATION RECEIVED THE GRANT REPORT JUNE 9, 2025 BUT DID NOT UNDERTAKE ANY VERIFICATION ON THE GRANTEE'S REPORT AS THERE HAS NOT BEEN ANY REASON TO DOUBT THE ACCURACY OR RELIABILITY (REG. 53.4945-59(C)). | |
| CAUSE TO SMILE | |||||||||||||
| 150 9TH AVE SW | CALGARY | ALBERTA | CA | T2P 3H9 | 2023-05-03 | $500 | GENERAL OPERATING AND VOLUNTEER INCENTIVE PROGRAM | $500 | NO KNOWN DIVERSION | NO REPORT RECEIVED AS OF 12/31/24 | THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2025. | ||
| THAMES VALLEY CHILDREN'S CENTRE (TVCC) | |||||||||||||
| 779 BASE LINE RD E | ONTARIO | CA | N6C 5Y6 | 2023-10-04 | $10,000 | INCREASING DENTAL ACCESS | $10,000 | NO KNOWN DIVERSION | NO REPORT RECEIVED AS OF 12/31/24 | THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2025. | |||
| INDIAN SCHOOL SURVIVORS SOCIETY | |||||||||||||
| 402 100 PARK ROYAL SOUTH | WEST VANCOUVER | BRITISH COLUMBIA | CA | V7T1A2 | 2024-09-30 | $1,000 | GENERAL OPERATIONS | $1,000 | NO KNOWN DIVERSION | NO REPORT RECEIVED AS OF 12/31/24 | THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2025. | ||
| LONDON COMMUNITY DENTAL ALLIANCE | |||||||||||||
| 244 ADELAIDE STREET SOUTH | LONDON | ONTARIO | CA | N5Y 1J9 | 2024-12-18 | $1,000 | GENERAL OPERATIONS | $1,000 | NO KNOWN DIVERSION | NO REPORT RECEIVED AS OF 12/31/24 | THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2025. | ||
| CLINIQUE SPOT CARE CLINIC | |||||||||||||
| 945 SISTERS OF CHARITY STREET | MONTREAL | QUEBEC | CA | G1R 1H8 | 2024-12-18 | $1,000 | GENERAL OPERATIONS | $1,000 | NO KNOWN DIVERSION | NO REPORT RECEIVED AS OF 12/31/24 | THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2025. | OFFICE 225 | |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET AND CASH | FMV | $191,040 | $191,040 |
| EQUITIES | FMV | $21,772,258 | $21,772,258 |
| BONDS AND NOTES | FMV | $3,394,227 | $3,394,227 |
| POOLED, COMMON AND COLLECTIVE FUNDS | FMV | $4,081,621 | $4,081,621 |
| EQUITY MUTUAL FUNDS | FMV | $1,841,533 | $1,841,533 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEBSITE | CategoryOrItemTxt |
| Cost Or Other Basis | $22,725 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $22,094 | AccumulatedDepreciationAmt |
| Book Value | $631 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST AND DIVIDENDS | Desc |
| BOY Book Value | $35,137 | BOYBookValueAmt |
| EOY Book Value | $38,132 | EOYBookValueAmt |
| EOYFMV | $38,132 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $2,052 | $0 | $2,052 |
| GRANTS MANAGEMENT SOFTWARE | $15,950 | $0 | $15,950 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS | Desc |
| Amt | $1,037,063 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $139,842 | BOYBookValueAmt |
| EOY Book Value | $154,258 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $195,218 | $195,218 | $0 |
| SCHOLARSHIP FEES | $21,410 | $0 | $21,410 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $55,990 | $0 | $0 |
| DEFERRED TAX | $14,416 | $0 | $0 |
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