BAME FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BAME FOUNDATION (EIN 27-4159707)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-31
- IRS object ID
- 201933049349101413
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-31T14:45:49-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410975573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDPATH AND COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4810 WHITE BEAR PARKWAY | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274159707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAME FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAME | BusinessNameControlTxt |
| Phone | 7634171200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MENDELSSOHN AVE NORTH | AddressLine1Txt |
| City | GOLDEN VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55427 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS BAME | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7634171200 | PhoneNum |
| Signature | 2019-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY C REHN CPA | PreparerPersonNm |
| PTIN | P00965922 | PTIN |
| Phone | 6514267000 | PhoneNum |
| Preparation | 2019-10-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.224.170.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-28 | IPDt |
| IP Tm | 09:03:41 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C279CFA9C13FB8D9DC323417EC28AC5AED66C46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C593139CB56641F2DBF4890C2AB72F1FD6CB9345 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $947,479 | 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 | $533,430 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $265,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,057 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,443 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,443 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $638,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,343 | 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 |
| Legal Fees Rev And Expnss | $114 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $114 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,479 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,029 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,450 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $42 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $42 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $206 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,940 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,975 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,965 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,029 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $710,401 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $710,401 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $806,182 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $790,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$167,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,591 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $94,062 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,004 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $486,424 | CorporateStockBOYAmt |
| Corporate Stock EOY | $391,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $299,667 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $633,170 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $548,576 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $534,808 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,213,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,053,192 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $947,479 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,213,656 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,053,192 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,213,656 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,053,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,213,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,053,192 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,213,656 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$167,409 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,945 | OtherIncreasesAmt |
| Subtotal | $1,053,192 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,053,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $240,597 | $188,252 | $52,345 | $52,345 | |
| CAPITAL GAINS DIVIDENDS | $24,712 | $24,712 | $24,712 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,057 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $822,714 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,223,767 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.672280 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $680,061 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $860,909 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.789934 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $347,315 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,138,236 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.305134 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $410,069 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,489,155 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.275370 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $243,826 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,120,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.217655 | DistributionYr5Rt |
| Total Distribution | 2.260373 | TotalDistributionRt |
| Average Distribution | 0.452075 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,077,472 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $487,098 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $896 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $487,994 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $790,430 | 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 | $896 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $896 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $896 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $237 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,037 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $117 | OverpaymentAmt |
| Applied To ES Tax | $117 | 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 | JOHN POWELL | IndividualWithBooksNm |
| Phone | 6126366472 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5641 27TH AVE S | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN N BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARNA BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | TREASURER | 0.00 | $0 | $0 | $0 |
| MARISSA BAME SCHERMER | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LUCAS C BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALICIA C BAME-ANDERSON | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NATASHA C BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JASON BAME-ANDERSON | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER SCHERMER | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DANIELLE N BAME | ||||||||
| 900 MENDELSSOHN AVE NORTH | GOLDEN VALLEY | MN | 55427 | DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COORDINATE, PACK, AND SEND OVER 1,300 CARE PACKAGES FOR SOLDIERS SERVING OVERSEAS. BOXES CONTAIN TOILETRIES, SNACKS, GAMES, AND LETTERS OF ENCOURAGEMENT FROM CHILDREN. | Description1Txt |
| Expenses1 | $62,270 | Expenses1Amt |
| Description2 | OVER $300,000 WAS RAISED FOR CHILDREN'S CANCER RESEARCH FUND AT THE 15TH ANNUAL 140 GOLF INVITATIONAL. FUNDING BRIGHT SCIENTISTS TO FIND A CURE FOR CHILDHOOD CANCER AND SUPPORTING PEDIATRIC CANCER PATIENTS AND THEIR FAMILIES. | Description2Txt |
| Expenses2 | $22,650 | Expenses2Amt |
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 | $635,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,696 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $355,996 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,093,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,093,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,077,472 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $896 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $896 | TotalTaxAmt |
| Distributable Before Adj | $52,978 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,978 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,978 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $790,430 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $790,430 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $896 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $789,534 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $188,343 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $335,643 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $290,963 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $637,628 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $761,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,214,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $790,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $737,452 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,951,555 | 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 | $188,343 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,763,212 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $335,643 | ExcessFromYear4Amt |
| Excess From Year3 | $290,963 | ExcessFromYear3Amt |
| Excess From Year2 | $637,628 | ExcessFromYear2Amt |
| Excess From Year1 | $761,526 | ExcessFromYear1Amt |
| Excess From Current Year | $737,452 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVE SERVICES INC | |||||||
| 1201 89TH AVE NE 105 | BLAINE | MN | 55434 | NONE | 501(C)3 | CHARITABLE GIFT | $2,500 |
| AFRICA JAM | |||||||
| 3109 W 50TH ST | MINNEAPOLIS | MN | 55410 | NONE | 501(C)3 | CHARITABLE GIFT | $256 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 7900 W 78TH ST 100 | MINNEAPOLIS | MN | 55439 | NONE | 501(C)3 | CHARITABLE GIFT | $3,400 |
| AMERICAN BRAIN TUMOR ASSOCIATION | |||||||
| 8550 W BRYN MAWR AVE 550 | CHICAGO | IL | 60631 | NONE | 501(C)3 | CHARITABLE GIFT | $240 |
| AMERICAN RED CROSS | |||||||
| 1201 WEST RIVER PKWY | MINNEAPOLIS | MN | 55454 | NONE | 501(C)3 | CHARITABLE GIFT | $960 |
| ANGEL FOUNDATION | |||||||
| 1155 CENTRE POINTE DR 7 | MENDOTA HEIGHTS | MN | 55120 | NONE | 501(C)3 | CHARITABLE GIFT | $15,520 |
| ANNA MARIE'S ALLIANCE | |||||||
| PO BOX 367 | ST CLOUD | MN | 56302 | NONE | 501(C)3 | CHARITABLE GIFT | $760 |
| AUTISM SOCIETY OF MINNESOTA | |||||||
| 2380 WYCLIFF ST 102 | ST PAUL | MN | 55114 | NONE | 501(C)3 | CHARITABLE GIFT | $11,815 |
| BECKER YOUTH ASSOCIATION | |||||||
| PO BOX 85 | BECKER | MN | 55308 | NONE | 501(C)3 | CHARITABLE GIFT | $250 |
| BECKY'S TROOP CARE PACKAGES | |||||||
| 212 32ND AVE N | ST CLOUD | MN | 56303 | NONE | 501(C)3 | CHARITABLE GIFT | $100 |
| BOBBY & STEVE'S YOUTH FOUNDATION | |||||||
| 4445 W 77TH ST 240 | EDINA | MN | 55435 | NONE | 501(C)3 | CHARITABLE GIFT | $4,000 |
| BOYS & GIRLS CLUBS | |||||||
| 690 JACKSON ST | ST PAUL | MN | 55130 | NONE | 501(C)3 | CHARITABLE GIFT | $3,500 |
| BRANCH LUTHERAN SCHOOLS OF HAITI | |||||||
| 1627 DUNLAP ST N | ST PAUL | MN | 55108 | NONE | 501(C)3 | CHARITABLE GIFT | $720 |
| BREAKAWAY INC | |||||||
| 1911 PARK AVE S | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | CHARITABLE GIFT | $30,720 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 60 EAST 56TH ST | NEW YORK | NY | 10022 | NONE | 501(C)3 | CHARITABLE GIFT | $6,570 |
| CANINE SERVICE PARTNERS INC | |||||||
| 3885 100TH ST E | NORTHFIELD | MN | 55057 | NONE | 501(C)3 | CHARITABLE GIFT | $100 |
| CELIAC DISEASE FOUNDATION | |||||||
| 20350 VENTURA BLVD 240 | WOODLAND HILLS | CA | 91364 | NONE | 501(C)3 | CHARITABLE GIFT | $240 |
| CENTRACARE HEALTH FOUNDATION | |||||||
| 1406 SIXTH AVE N | ST CLOUD | MN | 56303 | NONE | 501(C)3 | CHARITABLE GIFT | $2,200 |
| CENTRAL IOWA SHELTER AND SERVICES | |||||||
| 1420 MULBERRY ST | DES MOINES | IA | 50309 | NONE | 501(C)3 | CHARITABLE GIFT | $1,500 |
| CHAINBREAKER | |||||||
| 2334 UNIVERSITY AVE W 150 | ST PAUL | MN | 55114 | NONE | 501(C)3 | CHARITABLE GIFT | $250 |
| CHILDREN'S CANCER RESEARCH FUND (MIES) | |||||||
| 7301 OHMS LN 355 | MINNEAPOLIS | MN | 55439 | NONE | 501(C)3 | CHARITABLE GIFT | $22,650 |
| CHILDREN'S CANCER RESEARCH FUND | |||||||
| 7301 OHMS LN 355 | MINNEAPOLIS | MN | 55439 | NONE | 501(C)3 | CHARITABLE GIFT | $38,460 |
| CHILDREN'S HOSPITAL | |||||||
| 2525 CHICAGO AVE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)3 | CHARITABLE GIFT | $10 |
| CHILDREN'S SURGERY INTERNATIONAL | |||||||
| 825 NICOLLET MALL 706 | MINNEAPOLIS | MN | 55402 | NONE | 501(C)3 | CHARITABLE GIFT | $10,500 |
| COBORN'S CANCER RESEARCH FUND | |||||||
| 1900 CENTRACARE CIRCLE 1600 | ST CLOUD | MN | 56303 | NONE | 501(C)3 | CHARITABLE GIFT | $1,280 |
| COMO FRIENDS | |||||||
| 1225 ESTABROOK DR | ST PAUL | MN | 55103 | NONE | 501(C)3 | CHARITABLE GIFT | $5,000 |
| COURAGE KENNY FOUNDATION | |||||||
| MAIL ROUTE 78414 | MINNEAPOLIS | MN | 55422 | NONE | 501(C)3 | CHARITABLE GIFT | $17,650 |
| CRESCENT COVE | |||||||
| 3440 BELT LINE BLVD 207 | ST LOUIS PARK | MN | 55416 | NONE | 501(C)3 | CHARITABLE GIFT | $150,000 |
| CRIME PREVENTION FUND | |||||||
| PO BOX 348 | ST BONIFACIUS | MN | 55375 | NONE | 501(C)3 | CHARITABLE GIFT | $2,600 |
| CROSS | |||||||
| 12915 WEINAND CIRCLE | ROGERS | MN | 55374 | NONE | 501(C)3 | CHARITABLE GIFT | $960 |
| DAKOTA COUNTY TECHNICAL COLLEGE | |||||||
| 1300 145TH STREET EAST | ROSEMOUNT | MN | 55068 | NONE | 501(C)3 | CHARITABLE GIFT | $500 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LN | SANTA BARBARA | CA | 93117 | NONE | 501(C)3 | CHARITABLE GIFT | $665 |
| DUCKS UNLIMITED INC | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | 501(C)3 | CHARITABLE GIFT | $27,100 |
| EDINA BASEBALL ASSOCIATION | |||||||
| 4801 W 50TH ST | EDINA | MN | 55424 | NONE | 501(C)3 | CHARITABLE GIFT | $2,000 |
| EPILEPSY FOUNDATION OF MN | |||||||
| 1600 UNIVERSITY AVE W 300 | ST PAUL | MN | 55104 | NONE | 501(C)3 | CHARITABLE GIFT | $480 |
| EQUIPALIFE | |||||||
| 5563 PIONEER CREEK DR A | MAPLE PLAIN | MN | 55359 | NONE | 501(C)3 | CHARITABLE GIFT | $1,948 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | NONE | 501(C)3 | CHARITABLE GIFT | $5,300 |
| FEEDING AMERICA EASTERN WI | |||||||
| 1700 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | NONE | 501(C)3 | CHARITABLE GIFT | $1,875 |
| FLATLINE PRODUCTIONS | |||||||
| 14551 309TH AVE | PRINCETON | MN | 55371 | NONE | 501(C)3 | CHARITABLE GIFT | $4,500 |
| FOOD BANK OF NORTHWEST LOUISIANA | |||||||
| 2307 TEXAS AVE | SHREVEPORT | LA | 71103 | NONE | 501(C)3 | CHARITABLE GIFT | $1,500 |
| FOUNDATION FOR ESSENTIAL NEEDS | |||||||
| 701 NORTH 3RD ST 203 | MINNEAPOLIS | MN | 55401 | NONE | 501(C)3 | CHARITABLE GIFT | $10,000 |
| GILLETTE CHILDREN'S HOSPITAL | |||||||
| 200 UNIVERSITY AVE S | ST PAUL | MN | 55101 | NONE | 501(C)3 | CHARITABLE GIFT | $960 |
| GLOBAL ACTION | |||||||
| PO BOX 51063 | COLORADO SPRINGS | CO | 80949 | NONE | 501(C)3 | CHARITABLE GIFT | $2,160 |
| HAGGERTY MUSEUM OF ART | |||||||
| PO BOX 1881 | MILWAUKEE | WI | 532011881 | NONE | 501(C)3 | CHARITABLE GIFT | $2,500 |
| HARRY SLIMMER SCHOLARSHIP FOUNDATION | |||||||
| 6600 JANSEN AVE NE | ALBERTVILLE | MN | 55301 | NONE | 501(C)3 | CHARITABLE GIFT | $3,600 |
| HOPE 4 YOUTH | |||||||
| 2665 4TH AVE N | ANOKA | MN | 55303 | NONE | 501(C)3 | CHARITABLE GIFT | $960 |
| HUMOR TO FIGHT THE TUMOR | |||||||
| 16404 EAGLE RIDGE DR | MINNETONKA | MN | 55345 | NONE | 501(C)3 | CHARITABLE GIFT | $5,000 |
| INVER HILLS COMMUNITY COLLEGE FOUNDATION | |||||||
| 2500 EAST 80TH ST | INVER GROVE HEIGHTS | MN | 55076 | NONE | 501(C)3 | CHARITABLE GIFT | $4,000 |
| JARED ALLEN'S HOMES FOR WOUNDED WARRIORS | |||||||
| 2025 COULTER BLVD 200 | CHANHASSEN | MN | 55317 | NONE | 501(C)3 | CHARITABLE GIFT | $8,840 |
| JL GRIFFIS TWIN CITIES SCHOOL | |||||||
| 655 FAIRVIEW AVE N | ST PAUL | MN | 55104 | NONE | 501(C)3 | CHARITABLE GIFT | $260 |
| KEYSTONE COMMUNITY SERVICES | |||||||
| 1158 SELBY AVE | ST PAUL | MN | 55104 | NONE | 501(C)3 | CHARITABLE GIFT | $104 |
| KYLE RUDOLPH'S END ZONE | |||||||
| 2450 RIVERSIDE AVE | MINNEAPOLIS | MN | 55454 | NONE | 501(C)3 | CHARITABLE GIFT | $7,000 |
| LAURENCIA'S VICTORY | |||||||
| 12201 ARMITAGE AVE NW | MONTICELLO | MN | 55362 | NONE | 501(C)3 | CHARITABLE GIFT | $480 |
| LAW ENFORCEMENT MEMORIAL ASSOCIATION | |||||||
| 5108 W 74TH ST | MINNEAPOLIS | MN | 55439 | NONE | 501(C)3 | CHARITABLE GIFT | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DR | RYE BROOK | NY | 10573 | NONE | 501(C)3 | CHARITABLE GIFT | $250 |
| M STATE FOUNDATION AND ALUMNI | |||||||
| 1900 28TH AVE S | MOORHEAD | MN | 56560 | NONE | 501(C)3 | CHARITABLE GIFT | $430 |
| MAKE-A-WISH MINNESOTA | |||||||
| 615 FIRST AVE NE 415 | MINNEAPOLIS | MN | 55413 | NONE | 501(C)3 | CHARITABLE GIFT | $500 |
| MANSFIELD CARES INC | |||||||
| 1025 AIRPORT PARKWAY SW | GAINESVILLE | GA | 30501 | NONE | 501(C)3 | CHARITABLE GIFT | $6,000 |
| MAPLE GROVE YOUTH FOOTBALL ASSOCIATION | |||||||
| PO BOX 2062 | MAPLE GROVE | MN | 55311 | NONE | 501(C)3 | CHARITABLE GIFT | $880 |
| MATTER | |||||||
| 7005 OXFORD ST | ST LOUIS PARK | MN | 55426 | NONE | 501(C)3 | CHARITABLE GIFT | $10,480 |
| METAVIVOR | |||||||
| 1783 FOREST DR 184 | ANNAPOLIS | MD | 21401 | NONE | 501(C)3 | CHARITABLE GIFT | $100 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 556 E CIRCLE DR 252 | EAST LANSING | MI | 48824 | NONE | 501(C)3 | CHARITABLE GIFT | $5,000 |
| MIDWEST ANIMAL RESCUE & SERVICES | |||||||
| PO BOX 290073 | BROOKLYN PARK | MN | 55429 | NONE | 501(C)3 | CHARITABLE GIFT | $1,680 |
| MINNESOTA BOXER RESCUE | |||||||
| PO BOX 25773 | WOODBURY | MN | 55125 | NONE | 501(C)3 | CHARITABLE GIFT | $240 |
| MINNESOTA FALLEN FIREFIGHTERS MEMORIAL | |||||||
| PO BOX 18069 | ST PAUL | MN | 55118 | NONE | 501(C)3 | CHARITABLE GIFT | $500 |
| MINNESOTA KITTY CAT RACERS ASSOCIATION | |||||||
| 7710 235TH ST N | FOREST LAKE | MN | 55025 | NONE | 501(C)3 | CHARITABLE GIFT | $300 |
| MN FISHING MUSEUM AND HALL OF FAME | |||||||
| 304 WEST BROADWAY | LITTLE FALLS | MN | 56345 | NONE | 501(C)3 | CHARITABLE GIFT | $4,500 |
| MONTICELLO PUBLIC SCHOOLS | |||||||
| 302 WASHINGTON ST | MONTICELLO | MN | 55362 | NONE | 501(C)3 | CHARITABLE GIFT | $45,000 |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | NONE | 501(C)3 | CHARITABLE GIFT | $9,430 |
| MPMA EDUCATION FOUNDATION | |||||||
| 5353 WAYZATA BLVD 350 | MINNEAPOLIS | MN | 55416 | NONE | 501(C)3 | CHARITABLE GIFT | $1,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 222 S RIVERSIDE PLAZA 1500 | CHICAGO | IL | 60606 | NONE | 501(C)3 | CHARITABLE GIFT | $680 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 1970 OAKCREST AVE 208 | ST PAUL | MN | 55113 | NONE | 501(C)3 | CHARITABLE GIFT | $100 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 200 12TH AVENUE SOUTH | MINNEAPOLIS | MN | 55415 | NONE | 501(C)3 | CHARITABLE GIFT | $11,855 |
| NO STOMACH FOR CANCER INC | |||||||
| PO BOX 46070 | MADISON | WI | 53744 | NONE | 501(C)3 | CHARITABLE GIFT | $960 |
| PAUL'S PALS | |||||||
| 13033 RIDGEDALE DR | MINNETONKA | MN | 55305 | NONE | 501(C)3 | CHARITABLE GIFT | $9,000 |
| PHEASANTS FOREVER CHAPTER 796 | |||||||
| 1783 BUERKLE CIR | ST PAUL | MN | 55110 | NONE | 501(C)3 | CHARITABLE GIFT | $39,130 |
| PRADER-WILLI SYNDROME ASSOCIATION | |||||||
| 9340 BATAAN ST NE | BLAINE | MN | 55449 | NONE | 501(C)3 | CHARITABLE GIFT | $100 |
| RIDGEVIEW FOUNDATION | |||||||
| 490 SOUTH MAPLE ST 110 | WACONIA | MN | 55387 | NONE | 501(C)3 | CHARITABLE GIFT | $3,200 |
| RIVERSIDE CHURCH | |||||||
| PO BOX 296 | MONTICELLO | MN | 55362 | NONE | 501(C)3 | CHARITABLE GIFT | $50,000 |
| ROBBINSDALE SPANISH IMMERSION SCHOOL PTO | |||||||
| 8808 MEDICINE LAKE RD | NEW HOPE | MN | 55427 | NONE | 501(C)3 | CHARITABLE GIFT | $200 |
| ROGERS OTSEGO YOUTH BASEBALL ASSOCIATION | |||||||
| PO BOX 251 | ROGERS | MN | 55374 | NONE | 501(C)3 | CHARITABLE GIFT | $480 |
| ROGERS YOUTH FOOTBALL | |||||||
| PO BOX 274 | ROGERS | MN | 55374 | NONE | CHARITABLE GIFT | $480 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY E 400 | FAIRFIELD | CT | 06825 | NONE | CHARITABLE GIFT | $100 | |
| SECOND MILE HAITI | |||||||
| 5251 W DESERT FALCON LN | TUCSON | AZ | 85742 | NONE | CHARITABLE GIFT | $700 | |
| SHARING AND CARING HANDS | |||||||
| 525 NORTH 7TH ST | MINNEAPOLIS | MN | 55405 | NONE | CHARITABLE GIFT | $100 | |
| SHOOTING STAR FOUNDATION | |||||||
| 16526 W 78TH ST 271 | EDEN PRAIRIE | MN | 55346 | NONE | CHARITABLE GIFT | $4,500 | |
| SHREVEPORT BOMBERS YOUTH SPORTS | |||||||
| 2403 HELMSDALE CT | SHREVEPORT | LA | 71118 | NONE | CHARITABLE GIFT | $500 | |
| SOCIAL VENTURE PARTNERS OF MN | |||||||
| 14451 HIGHWAY 7 | MINNETONKA | MN | 55345 | NONE | CHARITABLE GIFT | $36,600 | |
| SOJOURNER FAMILY PEACE CENTER | |||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 53212 | NONE | CHARITABLE GIFT | $2,500 | |
| SPAREKEY | |||||||
| 101 EAST 5TH ST 1100 | ST PAUL | MN | 55101 | NONE | CHARITABLE GIFT | $1,867 | |
| SPARK-Y | |||||||
| 4432 CHICAGO AVENUE S | MINNEAPOLIS | MN | 55407 | NONE | CHARITABLE GIFT | $1,920 | |
| SPREAD JOY & LOVE INC | |||||||
| 12180 DAYTON RIVER RD | DAYTON | MN | 55327 | NONE | CHARITABLE GIFT | $100 | |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | |||||||
| 5353 WAYZATA BLVD 500 | ST LOUIS PARK | MN | 55416 | NONE | CHARITABLE GIFT | $3,970 | |
| STMA YOUTH HOCKEY ASSOCIATION | |||||||
| 10575 62ND ST NE | ALBERTVILLE | MN | 55301 | NONE | CHARITABLE GIFT | $500 | |
| TEXTILE CENTER | |||||||
| 3000 UNIVERSITY AVE SE SUITE 100 | MINNEAPOLIS | MN | 55414 | NONE | CHARITABLE GIFT | $1,200 | |
| THE BRYAN MCDONOUGH MILITARY HEROES | |||||||
| 251 W LAFAYETTE ROAD | ST PAUL | MN | 55107 | NONE | CHARITABLE GIFT | $1,000 | |
| THE FOOD GROUP | |||||||
| 8501 54TH AVE N | MINNEAPOLIS | MN | 55428 | NONE | CHARITABLE GIFT | $1,500 | |
| TOYS FOR TOTS FOUNDATION | |||||||
| 38 HAWLEY ST | BINGHAMPTON | NY | 13901 | NONE | CHARITABLE GIFT | $1,879 | |
| TREEHOUSE | |||||||
| 5666 LINCOLN DR 201 | MINNEAPOLIS | MN | 55436 | NONE | CHARITABLE GIFT | $1,867 | |
| TRIPLE H MINIATURE HORSE RESCUE | |||||||
| PO BOX 4125 | BISMARCK | ND | 58502 | NONE | CHARITABLE GIFT | $1,200 | |
| TRUE FRIENDS | |||||||
| 10509 108TH ST NW | ANNANDALE | MN | 55302 | NONE | CHARITABLE GIFT | $10,000 | |
| UNITED CEREBRAL PALSY | |||||||
| 1825 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | NONE | CHARITABLE GIFT | $680 | |
| WILDERNESS INQUIRY INC | |||||||
| 808 14TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | CHARITABLE GIFT | $3,000 | |
| WINONA COMMUNITY FOUNDATION | |||||||
| 51 EAST 4 ST | WINONA | MN | 55987 | NONE | CHARITABLE GIFT | $300 | |
| YOUTH FRONTIERS | |||||||
| PO BOX 680647 | ORLANDO | FL | 328680647 | NONE | CHARITABLE GIFT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $710,401 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,837 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,443 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,057 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,343 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,343 | 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 (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ACOUSTICAL SURFACES INC | ||||||
| 1 | 123 COLUMBIA COURT N | CHASKA | MN | 55318 | $6,000 | Yes (X) |
| LUBE TECH & PARTNERS LLC | ||||||
| 2 | 900 MENDELSSOHN AVENUE NORTH | GOLDEN VALLEY | MN | 55427 | $91,667 | Yes (X) |
| LUBRICATION TECHNOLOGIES INC | ||||||
| 3 | 900 MENDELSSOHN AVENUE NORTH | GOLDEN VALLEY | MN | 55427 | $266,623 | Yes (X) |
| CLAM CORPORATION | ||||||
| 4 | 12135 BROCKTON LN N | OSSEO | MN | 55369 | $12,500 | Yes (X) |
| FOURNIER REV SURV TRUST | ||||||
| 5 | 7100 METRO BLVD UNIT 322 | EDINA | MN | 55439 | $5,000 | Yes (X) |
| HEARTLAND FINANCIAL SERVICES USA | ||||||
| 6 | 1398 CENTRAL AVENUE PO BOX 778 | DUBUQUE | IA | 52001 | $5,300 | Yes (X) |
| QUALITY FORKLIFT SALES AND SERVICES | ||||||
| 7 | 587 CITATION DR | SHAKOPEE | MN | 55379 | $9,800 | Yes (X) |
| ROSE PAVING LLC | ||||||
| 8 | 7300 W 100TH PL | BRIDGEVIEW | IL | 60455 | $5,000 | Yes (X) |
| TOUCHING LIVES | ||||||
| 9 | 4633 LORDS NE ST | PRIOR LAKE | MN | 55372 | $5,000 | Yes (X) |
| CHRISTIAN BAME | ||||||
| 10 | 9200 10TH AVE N | GOLDEN VALLEY | MN | 55427 | $12,420 | Yes (X) |
| TIMOTHY ELAM | ||||||
| 11 | 4555 TRILLIUM DRIVE N | MEDINA | MN | 55340 | $7,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMBAC FINL GROUP INC COM NEW | $4,560 | $5,172 |
| CANFOR CORP CAD | $4,297 | $3,600 |
| CISCO SYSTEMS INC | $5,474 | $10,833 |
| CONVANTA HLDG CORP | $2,809 | $2,684 |
| DEVON ENERGY CORP NEW | $31,913 | $11,270 |
| JPM INVEST GRWTH FD - CL I | $285,071 | $238,162 |
| JERRERIES FINL GROUP, INC | $19,054 | $12,152 |
| SEARS HOLDINGS CORP | $4,124 | $54 |
| SUPERIOR INDUS INTL | $19,550 | $4,810 |
| WEYERHAEUSER CO | $14,760 | $10,930 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAKKEN DRILLING FUND III | AT COST | $125,505 | $125,505 |
| BAKKEN DRILLING FUND IVB | AT COST | $230,491 | $230,491 |
| EVERMORE GLOBAL VALUUE | AT COST | $36,902 | $36,171 |
| FIRST EAGLE GLOBAL FUNDS CLASS I | AT COST | $28,893 | $27,067 |
| FPA CRESCENT FUND | AT COST | $33,585 | $30,262 |
| JP MORGAN LARGE CAP GROWTH FUND SELECT | AT COST | $13,165 | $13,727 |
| OAKMARK FUND CLASS I | AT COST | $28,125 | $28,626 |
| OAKMARK INTL FUND CLAS I | AT COST | $51,910 | $42,959 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $114 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $114 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $695 | $25 | $670 |
| BAKKEN DRILLING FUND III LP EXPENSES & ORDINARY LOSES | $9,950 | $9,950 | $0 |
| TROOP CARE PACKAGE SUPPLIES & POSTAGE | $62,270 | $0 | $62,270 |
| STATE OF MINNESOTA | $25 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAKKEN K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $17,443 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,443 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,443 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $6,945 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,029 | $4,029 | $0 |
| CONSULTING FEES | $15,450 | $0 | $15,450 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $206 | Amt |
| Net Investment Income | $206 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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