ROCHESTER AREA FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER AREA FOUNDATION (EIN 41-6017740)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349303063
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T09:33:17-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NICOLLET MALL WEST TOWER STE | AddressLine1Txt |
| Address Line2 | 1100 | AddressLine2Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554022526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416017740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCH | BusinessNameControlTxt |
| Phone | 5072820203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER WOODFORD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5072820203 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KACIE MCEWEN | PreparerPersonNm |
| PTIN | P01599614 | PTIN |
| Phone | 6123324300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 17:45:23 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B56786F7D21A8F39D00ED83C272556B8DDCB8C36 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER WOODFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,777,594 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.ROCHESTERAREA.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | -$15,258 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$15,258 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,861,506 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,909,971 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,892 | CYProgramServiceRevenueAmt |
| PY Investment Income | $92,419 | PYInvestmentIncomeAmt |
| CY Investment Income | $545,227 | CYInvestmentIncomeAmt |
| PY Other Revenue | $201,503 | PYOtherRevenueAmt |
| CY Other Revenue | $5,196 | CYOtherRevenueAmt |
| PY Total Revenue | $3,155,428 | PYTotalRevenueAmt |
| CY Total Revenue | $5,487,286 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,000,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,471,812 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $323,223 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $357,032 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $86,628 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $228,442 | PYOtherExpensesAmt |
| CY Other Expenses | $233,755 | CYOtherExpensesAmt |
| PY Total Expenses | $3,551,915 | PYTotalExpensesAmt |
| CY Total Expenses | $4,062,599 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$396,487 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,424,687 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,088,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,233,432 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,312,857 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,423,750 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,775,414 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,809,682 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,744,419 | ExpenseAmt |
| Grant | $3,471,812 | GrantAmt |
| Revenue | $26,892 | RevenueAmt |
| Desc | ROCHESTER AREA FOUNDATION (RAF) CURRENTLY SERVES EMERGING CHARITABLE PROJECTS WITH FISCAL SPONSORSHIP ARRANGEMENTS AS THEY DEVELOP INNOVATIVE RESPONSES TO UNMET COMMUNITY NEEDS. FISCALLY SPONSORED PROJECTS CAN ACCEPT TAX-DEDUCTIBLE DONATIONS FROM INDIVIDUALS AND GRANTMAKERS WHILE FOCUSING ON PROGRAM WORK AND FUNDRAISING.RAF PROVIDES FINANCIAL INFRASTRUCTURE, REGULATORY OVERSIGHT, AND GRANTS AND DONOR MANAGEMENT. SHARED ADMINISTRATIVE COSTS ACROSS MULTIPLE PROJECTS AND DISCOUNTS ON TRAINING LEAD TO OVERALL COST SAVINGS AND EXPERIENCED ROCHESTER AREA FOUNDATION STAFF ARE AVAILABLE FOR ADVICE AND ENCOURAGEMENT. GRANTS WERE PROVIDED TO SUPPORT EARLY CARE AND EDUCATION OF CHILDREN AGES 0-5; GANG INTERVENTION PLANNING, MINORITY TEACHER RECRUITMENT, FINANCIAL LITERACY COUNSELING, AND STARTER HOMES FOR WORKING FAMILIES. | Desc |
| Total Program Service Expenses | $3,744,419 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER WOODFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5072820203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARK UTZ | |||||||
| CHAIR | 6.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG LAYTON | |||||||
| VICE-CHAIR | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DON SUPALLA | |||||||
| VICE-CHAIR | 4.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRAD SCHMIDT | |||||||
| TREASURER | 4.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENISE KELLY | |||||||
| SECRETARY | 4.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TONY BENSON | |||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE CAMPION | |||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA CLARKE | |||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY EHMKE | |||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL GORMAN | |||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY KOSHIRE | |||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WALT LING | |||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN LOMBARDO | |||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY SHANNON | |||||||
| TRUSTEE | 7.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN SPOHN | |||||||
| TRUSTEE | 6.00 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| KAREL WEIGEL | |||||||
| TRUSTEE | 5.00 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER WOODFORD | |||||||
| EXECUTIVE DIRECTOR | 30.00 | 12.00 | Yes (X) | $98,628 | $32,876 | $7,141 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $98,628 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $32,876 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,141 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $9,040 | FundraisingAmt |
| All Other Contributions | $4,900,931 | AllOtherContributionsAmt |
| Noncash Contributions | $1,110,599 | NoncashContributionsAmt |
| Total Contributions | $4,909,971 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMIN FEE INCOME | 900099 | $20,465 | $20,465 |
| OTHER INCOME | 900099 | $3,743 | $3,743 |
| NONPROFIT ACADEMY | 900099 | $2,684 | $2,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,892 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $494,646 | TotalRevenueColumnAmt |
| Exclusion | $494,646 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,770 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,886 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$23,116 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,116 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$15,258 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$7,858 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,275,891 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,225,310 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,581 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,581 | TotalRevenueColumnAmt |
| Exclusion | $50,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,424 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $9,040 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,112 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,312 | TotalRevenueColumnAmt |
| Exclusion | $28,312 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,487,286 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,892 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$15,258 | UnrelatedBusinessRevenueAmt |
| Exclusion | $565,681 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,471,812 | TotalAmt |
| Program Services | $3,471,812 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,983 | TotalAmt |
| Program Services | $48,872 | ProgramServicesAmt |
| Management And General | $36,394 | ManagementAndGeneralAmt |
| Fundraising | $18,717 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,500 | TotalAmt |
| Program Services | $92,355 | ProgramServicesAmt |
| Management And General | $68,776 | ManagementAndGeneralAmt |
| Fundraising | $35,369 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,315 | TotalAmt |
| Program Services | $15,658 | ProgramServicesAmt |
| Management And General | $11,660 | ManagementAndGeneralAmt |
| Fundraising | $5,997 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,234 | TotalAmt |
| Program Services | $10,920 | ProgramServicesAmt |
| Management And General | $8,132 | ManagementAndGeneralAmt |
| Fundraising | $4,182 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,366 | TotalAmt |
| Program Services | $2,052 | ProgramServicesAmt |
| Management And General | $1,528 | ManagementAndGeneralAmt |
| Fundraising | $786 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,295 | TotalAmt |
| Program Services | $15,179 | ProgramServicesAmt |
| Management And General | $11,303 | ManagementAndGeneralAmt |
| Fundraising | $5,813 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $2,350 | ProgramServicesAmt |
| Management And General | $1,750 | ManagementAndGeneralAmt |
| Fundraising | $900 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,391 | TotalAmt |
| Program Services | $5,354 | ProgramServicesAmt |
| Management And General | $3,987 | ManagementAndGeneralAmt |
| Fundraising | $2,050 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,562 | TotalAmt |
| Program Services | $4,005 | ProgramServicesAmt |
| Management And General | $8,646 | ManagementAndGeneralAmt |
| Fundraising | $911 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,134 | TotalAmt |
| Program Services | $14,633 | ProgramServicesAmt |
| Management And General | $10,897 | ManagementAndGeneralAmt |
| Fundraising | $5,604 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006 | TotalAmt |
| Program Services | $503 | ProgramServicesAmt |
| Management And General | $302 | ManagementAndGeneralAmt |
| Fundraising | $201 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,837 | TotalAmt |
| Program Services | $25,812 | ProgramServicesAmt |
| Management And General | $40,025 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,157 | TotalAmt |
| Program Services | $544 | ProgramServicesAmt |
| Management And General | $405 | ManagementAndGeneralAmt |
| Fundraising | $208 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,879 | TotalAmt |
| Program Services | $6,523 | ProgramServicesAmt |
| Management And General | $4,858 | ManagementAndGeneralAmt |
| Fundraising | $2,498 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,503 | TotalAmt |
| Program Services | $3,056 | ProgramServicesAmt |
| Management And General | $2,276 | ManagementAndGeneralAmt |
| Fundraising | $1,171 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $34,247 | $19,601 | $14,596 | $50 |
| DUES AND SUBSCRIPTIONS | $2,969 | $297 | $2,375 | $297 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,409 | TotalAmt |
| Program Services | $4,893 | ProgramServicesAmt |
| Management And General | $3,642 | ManagementAndGeneralAmt |
| Fundraising | $1,874 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,062,599 | TotalAmt |
| Program Services | $3,744,419 | ProgramServicesAmt |
| Management And General | $231,552 | ManagementAndGeneralAmt |
| Fundraising | $86,628 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,476 | BOYAmt |
| EOY | $656,419 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,326,455 | BOYAmt |
| EOY | $5,221,635 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,012 | BOYAmt |
| EOY | $91,359 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,080 | BOYAmt |
| EOY | $27,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,633,265 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $320,033 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,391,190 | BOYAmt |
| EOY | $2,313,232 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,662,399 | BOYAmt |
| EOY | $24,375,624 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,659 | BOYAmt |
| EOY | $547,213 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,088,271 | BOYAmt |
| EOY | $33,233,432 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,388 | BOYAmt |
| EOY | $81,357 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,000 | BOYAmt |
| EOY | $90,613 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,573 | BOYAmt |
| EOY | $668,273 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,200 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,696 | BOYAmt |
| EOY | $1,583,507 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,312,857 | BOYAmt |
| EOY | $2,423,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,503,973 | BOYAmt |
| EOY | $27,012,002 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,349,797 | BOYAmt |
| EOY | $1,876,036 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,921,644 | BOYAmt |
| EOY | $1,921,644 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,775,414 | BOYAmt |
| EOY | $30,809,682 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,088,271 | BOYAmt |
| EOY | $33,233,432 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,424,687 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,473,108 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $82,689 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,401,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,688,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,024,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,861,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,949,445 | CurrentTaxYearAmt |
| Total | $15,925,471 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,401,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,688,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,024,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,861,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,949,445 | CurrentTaxYearAmt |
| Total | $15,925,471 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,547 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,905,924 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $528,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $218,676 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $264,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $517,416 | CurrentTaxYearAmt |
| Total | $1,732,846 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $28,312 | CurrentTaxYearAmt |
| Total | $28,312 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,686,629 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $155,544 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 173 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $3,774,507 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,577,391 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $13,313,721 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $94,536 | BeginningBalanceAmt |
| Additions During Year | $329,625 | AdditionsDuringYearAmt |
| Distributions During Year | $109,416 | DistributionsDuringYearAmt |
| Ending Balance | $314,745 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,773,665 | BeginningYearBalanceAmt |
| Contributions | $1,429,612 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,161,500 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,660,611 | GrantsOrScholarshipsAmt |
| Other Expenditures | $517,436 | OtherExpendituresAmt |
| End Year Balance | $16,863,730 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,349,386 | BeginningYearBalanceAmt |
| Contributions | $850,945 | ContributionsAmt |
| Investment Earnings Or Losses | $2,221,166 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $323,916 | GrantsOrScholarshipsAmt |
| Other Expenditures | $323,916 | OtherExpendituresAmt |
| End Year Balance | $18,773,665 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,050,796 | BeginningYearBalanceAmt |
| Contributions | $1,289,256 | ContributionsAmt |
| Investment Earnings Or Losses | $622,130 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $806,398 | GrantsOrScholarshipsAmt |
| Other Expenditures | $806,398 | OtherExpendituresAmt |
| End Year Balance | $16,349,386 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,918,656 | BeginningYearBalanceAmt |
| Contributions | $838,735 | ContributionsAmt |
| Investment Earnings Or Losses | -$322,431 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $692,082 | GrantsOrScholarshipsAmt |
| Other Expenditures | $692,082 | OtherExpendituresAmt |
| End Year Balance | $16,050,796 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,871,565 | BeginningYearBalanceAmt |
| Contributions | $535,458 | ContributionsAmt |
| Investment Earnings Or Losses | $725,447 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $606,907 | GrantsOrScholarshipsAmt |
| Other Expenditures | $606,907 | OtherExpendituresAmt |
| End Year Balance | $16,918,656 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.27750 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64270 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07980 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $239,669 | OtherCostOrOtherBasisAmt |
| Book Value | $239,669 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,072,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,125 | DepreciationAmt |
| Book Value | $2,037,657 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $320,814 | OtherCostOrOtherBasisAmt |
| Depreciation | $284,908 | DepreciationAmt |
| Book Value | $35,906 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,313,232 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN MARKETABLE SECURITIES | Desc |
| Book Value | $24,375,624 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,375,624 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNITRUST OBLIGATIONS | $528,000 |
| REFUNDABLE ADVANCES | $1,032,957 |
| ANNUITIES PAYABLE | $22,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,583,507 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF 228 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION BELIEVES THAT NO SIGNIFICANT UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN IN ITS TAX RETURNS. AT DECEMBER 31, 2018 GENERALLY, THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2015 TO 2018. AT DECEMBER 31, 2018, THE FOUNDATION DID NOT RECORD ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $56,464 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $9,040 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $47,424 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $750 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $6,885 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,814 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $150 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,513 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $56,464 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,040 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,424 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $750 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $6,885 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,814 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $150 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,513 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,112 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $28,312 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (48 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SENIOR CITIZENS SERVICES INC DBA 125 LIVE | ||||||||
| 125 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 410848660 | 501(C)(3) | $40,000 | SUPPORT OAK ROOM-MEDIA AND PROGRAMMING ROOM | |
| ABILITY BUILDING CENTER | ||||||||
| 1911 14TH STREET NW | ROCHESTER | MN | 55901 | 410829178 | 501(C)(3) | $23,300 | GENERAL OPERATING EXPENSES | |
| AMERICAN RED CROSS-SE MN CHAPTER | ||||||||
| 305 ALIANCE PLACE NE | ROCHESTER | MN | 55906 | 410693841 | 501(C)(3) | $10,000 | HURRICANE FLORENCE RELIEF | |
| AUSTIN COMMUNITY GROWTH VENTURES | ||||||||
| 329 N MAIN ST 102 | AUSTIN | MN | 55912 | 475042107 | 501(C)(3) | $25,000 | CAPITAL EXPENDITURES | |
| BOYS & GIRLS CLUB OF ROCHESTER | ||||||||
| 1026 EAST CENTER STREET | ROCHESTER | MN | 55904 | 411945875 | 501(C)(3) | $64,275 | GENERAL OPERATING EXPENSES | |
| BYRON SCHOOL DISTRICT #531 | ||||||||
| 630 1ST AVENUE NW | BYRON | MN | 55920 | 416002825 | GOVERNMENTAL | $7,950 | GENERAL OPERATING EXPENSES | |
| CENTRAL REFORM CONGREGATION | ||||||||
| 5020 WATERMAN BLVD | ST LOUIS | MO | 63108 | 431336060 | 501(C)(3) | $8,000 | GENERAL OPERATING EXPENSES | |
| CHRIST UNITED METHODIST CHURCH | ||||||||
| 400 5TH AVENUE SW | ROCHESTER | MN | 55902 | 410693980 | 501(C)(3) | $17,000 | TRANSFORM 2018-20 | |
| THE CONGREGATIONAL CHURCH UCC | ||||||||
| 974 SKYLINE DRIVE SW | ROCHESTER | MN | 55902 | 410760826 | 501(C)(3) | $11,000 | GENERAL OPERATING EXPENSES | |
| CUT CIRCLE | ||||||||
| 2331 WARNER RANGE AVE | MENLO PARK | CA | 94025 | 471687995 | 501(C)(3) | $10,000 | GENERAL OPERATING EXPENSES | |
| DOROTHY DAY HOSPITALITY HOUSE | ||||||||
| 703 FIRST STREET SW | ROCHESTER | MN | 55902 | 363348305 | 501(C)(3) | $15,200 | GENERAL OPERATING EXPENSES | |
| FRIENDS OF MAYOWOOD RESIDENCE AND HISTORIC SITES | ||||||||
| PO BOX 404 | ROCHESTER | MN | 55903 | 411420910 | 501(C)(3) | $48,001 | GENERAL OPERATING EXPENSES | |
| GIFT OF LIFE TRANSPLANT HOUSE | ||||||||
| 705 2ND STREET SW | ROCHESTER | MN | 55902 | 411495845 | 501(C)(3) | $9,700 | GENERAL OPERATING EXPENSES | |
| GIVE KIDS THE WORLD | ||||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | 592654440 | 501(C)(3) | $15,000 | GENERAL OPERATING EXPENSES | |
| GLORIA DEI LUTHERAN CHURCH | ||||||||
| 1212 12TH AVENUE NW | ROCHESTER | MN | 55901 | 416008833 | 501(C)(3) | $30,000 | GENERAL OPERATING EXPENSES | |
| GUNDERSEN LURTHERAN MEDICAL CENTER INC | ||||||||
| 1836 SOUTH AVENUE | LACROSSE | WI | 54601 | 390813416 | 501(C)(3) | $10,000 | GENERAL OPERATING EXPENSES | |
| HOLY FAMILY ACADEMY | ||||||||
| 2906 E BROADWAY RD SUITE 104 | PHOENIX | AZ | 85040 | 824435629 | 501(C)(3) | $7,500 | GENERAL OPERATING EXPENSES | |
| IRONWOOD SPRINGS CHRISTIAN RANCH INC | ||||||||
| 7291 COUNTY ROAD 6 SW | STEWARTVILLE | MN | 55976 | 411281157 | 501(C)(3) | $20,000 | GENERAL OPERATING EXPENSES | |
| KASSON-MANTORVILLE SCHOOLS FAMILY CAREER AND COMMUNITY LEADERS OF AMERICA | ||||||||
| 101 16TH STREET NE | KASSON | MN | 55944 | 416008530 | 501(C)(3) | $20,000 | GENERAL OPERATING EXPENSES | |
| LOTUS HEALTH FOUNDATION | ||||||||
| 3070 WELINGER DR NE | ROCHESTER | MN | 55906 | 813260257 | 501(C)(3) | $19,287 | GENERAL OPERATING EXPENSES | |
| LOURDES FOUNDATION INC | ||||||||
| 1710 INDUSTRIAL DR NW | ROCHESTER | MN | 55901 | 237367336 | 501(C)(3) | $15,000 | GENERAL OPERATING EXPENSES | |
| MADONNA LIVING COMMUNITY FOUNDATION | ||||||||
| 4001 19TH AVENUE NW | ROCHESTER | MN | 55901 | 411809914 | 501(C)(3) | $6,500 | GENERAL OPERATING EXPENSES | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 535 CHESTNUT ROAD ROOM 300 | EAST LANSING | MI | 48824 | GOVERNMENTAL | $20,000 | GENERAL OPERATING EXPENSES | ||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY-GREATER CAROLINAS CHAPTER | ||||||||
| 3101 INDUSTRIAL DRIVE SUITE 210 | RALEIGH | NC | 27609 | 135661935 | 501(C)(3) | $10,000 | GENERAL OPERATING EXPENSES | |
| PACELLI CATHOLIC SCHOOLS | ||||||||
| 511 4TH AVE NW | AUSTIN | MN | 55912 | 204023381 | 501(C)(3) | $100,000 | GENERAL OPERATING EXPENSES | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | 521064398 | 501(C)(3) | $25,000 | GENERAL OPERATING EXPENSES | |
| FRIENDS OF QUARRY HILL NATURE CENTER | ||||||||
| 701 SILVER CREEK RD NE | ROCHESTER | MN | 55906 | 363416399 | 501(C)(3) | $15,000 | GENERAL OPERATING EXPENSES | |
| DYSLEXIA INSTITUTE OF MINNESOTA INC | ||||||||
| THE READING CENTER 847 5TH STREET | ROCHESTER | MN | 55901 | 411633734 | 501(C)(3) | $60,223 | GENERAL OPERATING EXPENSES | NW |
| ROCHESTER COMMUNITY AND TECHNICAL COLLEGE | ||||||||
| 2070 COLLEGE VIEW RD E | ROCHESTER | MN | 55904 | GOVERNMENTAL | $1,337,031 | ROCHESTER COMMUNITY & TECHINCAL COLLEGE ENDOWMENT; DOUGLASS FUND"CLOSE OUT ENDOWMENT FUND" | ||
| ROCHESTER PARKS AND RECREATION | ||||||||
| 201 4TH STREET SE ROOM 150 | ROCHESTER | MN | 55904 | 416005494 | GOVERNMENTAL | $10,446 | SOLDIER'S FIELD MEMORIAL FUND - FOR PARK MAINTENANCE | |
| ROCHESTER PUBLIC SCHOOL FOUNDATION | ||||||||
| 201 8TH ST NW | ROCHESTER | MN | 55901 | 411628288 | 501(C)(3) | $12,200 | GENERAL OPERATING EXPENSES | |
| ROCHESTER PUBLIC SCHOOLS | ||||||||
| 615 7TH ST SW | ROCHESTER | MN | 55902 | 416002803 | GOVERNMENTAL | $30,000 | GENERAL OPERATING EXPENSES | |
| ROCHESTER YOUTH HOCKEY ASSOCIATION | ||||||||
| 1570 FAIRGROUNDS AVENUE SE | ROCHESTER | MN | 55904 | 416048570 | 501(C)(3) | $6,600 | ALAN E. HILEY MEMORIAL HOCKEY FUND | |
| RONALD MCDONALD HOUSE | ||||||||
| 850 2ND STREET SW | ROCHESTER | MN | 55902 | 411344744 | 501(C)(3) | $326,900 | GENERAL OPERATING EXPENSES | |
| THE ROTARY CLUB OF ROCHESTER FOUNDATION | ||||||||
| 2020 2ND STREET SW | ROCHESTER | MN | 55902 | 411628263 | 501(C)(3) | $33,100 | GENERAL OPERATING EXPENSES | |
| SALVATION ARMY | ||||||||
| 4921 FRONTAGE ROAD | ROCHESTER | MN | 55901 | 410698597 | 501(C)(3) | $8,300 | GENERAL OPERATING EXPENSES | |
| SEASONS HOSPICE | ||||||||
| 1696 GREENVIEW PLACE SW | ROCHESTER | MN | 55902 | 411812914 | 501(C)(3) | $10,000 | GENERAL OPERATING EXPENSES | |
| SOUTH DAKOTA STATE UNIVERSITY FOUNDATION | ||||||||
| 823 MEDARY AVENUE | BROOKINGS | SD | 570070499 | 460273801 | 501(C)(3) | $10,000 | GENERAL OPERATING EXPENSES | |
| ST JOAN OF ARC CHURCH | ||||||||
| 5800 OLEATHA AVE | ST LOUIS | MO | 63139 | 430653481 | 501(C)(3) | $12,000 | GENERAL OPERATING EXPENSES | |
| ST LUKE'S EPISCOPAL CHURCH | ||||||||
| 1884 22ND STREET NW | ROCHESTER | MN | 55901 | 501(C)(3) | $10,000 | GENERAL OPERATING EXPENSES | ||
| STEWARTVILLE AREA COMMUNITY FOUNDATION | ||||||||
| 105 EAST 1ST STREET | ROCHESTER | MN | 55976 | 411763176 | 501(C)(3) | $10,000 | LOW WATER BRIDGE FOUNDATION | |
| SYNERGY AND LEADERSHIP EXCHANGE | ||||||||
| 2075 LOOKOUT DR | N MANKATO | MN | 56003 | 411700710 | 501(C)(3) | $8,400 | GENERAL OPERATING EXPENSES | |
| UNITED WAY OF NORTHERN CALIFORNIA | ||||||||
| 2280 BENTON DR BUILDING B | REDDING | CA | 96003 | 941251675 | 501(C)(3) | $15,000 | NORCAL DIASTER RELIEF FUND | |
| UNITED WAY OF OLMSTED COUNTY INC | ||||||||
| 903 WEST CENTER ST SUITE 100 | ROCHESTER | MN | 55902 | 410695594 | 501(C)(3) | $27,000 | GENERAL OPERATING EXPENSES | |
| WOMEN'S SHELTER AND SUPPORT CENTER | ||||||||
| PO BOX 457 | ROCHESTER | MN | 55903 | 411316614 | 501(C)(3) | $10,000 | GENERAL OPERATING EXPENSES | |
| SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MATEO COUNTIES | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | 942614101 | 501(C)(3) | $10,000 | GENERAL OPERATING EXPENSES | |
| ORTHOPAEDIC FOOT AND ANKLE FOUNDATION | ||||||||
| 9400 W HIGGINS ROAD | ROSEMONT | IL | 60018 | 300234329 | 501(C)(3) | $10,000 | GENERAL OPERATING EXPENSES | |
| FIRST HOMES PROPERTIES | ||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 412004557 | 501(C)(3) | $72,000 | GENERAL OPERATING EXPENSES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 48 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RAF IS A COMMUNITY-BASED ECLECTIC GRANTMAKER. EACH APPLICATION IS CONSIDERED ON ITS OWN MERITS AND THE DECISION TO AWARD A REQUEST IS MADE ON A CASE BY CASE BASIS. GRANTS ARE NOT AWARDED TO INDIVIDUALS, PRIVATE FOUNDATIONS, OR POLITICAL ORGANIZATIONS. GRANTS ARE MADE TO RELIGIOUS ORGANIZATIONS ONLY FOR PURPOSES OF DIRECT COMMUNITY SERVICE PROJECTS. GRANTS ARE LIMITED TO NONPROFIT ORGANIZATIONS WHICH HAVE A 501(C)3 DESIGNATION, ARE GOVERNMENT AGENCIES, OR ARE UNDER THE FISCAL AGENCY UMBRELLA OF A 501(C)3 DESIGNATED ORGANIZATION. IN GENERAL, RAF DOES NOT SUPPORT GENERAL CAPITAL CAMPAIGNS, PROVIDE GENERAL OPERATING SUPPORT, PROVIDE SUPPORT FUNDING FOR ORGANIZATIONAL DEFICITS, OR TO REPLACE GOVERNMENT FUNDING. FUND DRIVES OR REQUESTS FOR EVENT SPONSORSHIPS SHOULD BE DIRECTED TO RAF'S GRANT OFFICER FOR SPONSORSHIP CONSIDERATION. TYPICALLY, GRANTS WILL NOT BE AWARDED FOR ENDOWMENTS, ANNUAL CAMPAIGNS, PROPOSALS THAT DUPLICATE EXISTING SERVICES, POLITICAL ACTIVITIES, OR RELIGIOUS ACTIVITIES. RAF DOES NOT MAKE MULTI-YEAR GRANTS OR MORE THAN ONE GRANT TO AN ORGANIZATION WITHIN 12 MONTHS OF AN AWARD. AN ORGANIZATION MAY APPLY FOR A GRANT ONCE DURING EACH CALENDAR. TO BE CONSIDERED, THE ORGANIZATION MUST HAVE COMPLETED ALL PRIOR PROJECTS AND FILED A FINAL REPORT TO CLOSE OUT AWARDED FUNDS. RAF AWARDS GRANTS TO BENEFIT COMMUNITIES IN THE CATCHMENT AREA PROSCRIBED BY THE RAF BOARD OF TRUSTEES, CURRENTLY WITHIN A 40 MILE RADIUS OF ROCHESTER . AGENCIES OUTSIDE OF THE TRADITIONAL CATCHMENT AREA ARE ELIGIBLE FOR GRANTS PROVIDED THE IMPACT FOR PROJECT WILL FALL PRIMARILY WITHIN THE RAF CATCHMENT AREA BUT THE GRANT DISTRIBUTION COMMITTEE MAY REQUIRE INPUT THROUGH A LOCAL ADVISORY GROUP OR BOARD IF A LOCAL OFFICE IS NOT PRESENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,110,599 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED IN COLUMN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS MADE UP OF THE OFFICERS OF THE BOARD OF DIRECTORS. THE PRESIDENT OF THE ROCHESTER AREA FOUNDATION SERVES AS AN EX-OFFICIO MEMBER. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND DIRECTION OF THE BUSINESS AND CONDUCT THE AFFAIRS OF THE FOUNDATION. NO POLICY OR ACTION ADOPTED OR TAKEN BY THE EXECUTIVE COMMITTEE SHALL CONTINUE EFFECTIVE UNLESS APPROVED AT THE NEXT MEETING OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO FILL OUT AND SIGN DISCLOSURE FORM. THEY MUST ALSO VERBALLY INDICATE WHETHER A CONFLICT EXISTS AND ABSTAIN FROM VOTING AT BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS. THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS AND INCREASES ARE BASED ON MERIT. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS MAY BE OBTAINED BY THE PUBLIC ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST -83,177. PAYMENTS ON PRIOR YEAR PLEDGES 165,866. |
| FORM 990, PART XI, LINE 2C: | THE FINANCE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST HOMES PROPERTIES | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 412004557 | TO PROVIDE OPPORTUNITIES FOR LOW AND MODERATE INCOME HOUSEHOLDS IN SE MN | MN | 501(C)(3) | LINE 12A, I | ROCHESTER AREA FOUNDATION | Yes (1) |
| RAF PROPERTIES | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 411891463 | TO RECEIVE, HOLD & DISBURSE ANY REAL PROPERTY FOR ROCHESTER AREA FOUNDATION | MN | 501(C)(3) | LINE 12A, I | ROCHESTER AREA FOUNDATION | Yes (1) |
| IMPACT FINANCE | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 274641831 | PROVIDE INCREASED ACCESS TO CAPITAL FOR LOW INCOME FAMILIES/COMMUNITIES | MN | 501(C)(4) | ROCHESTER AREA FOUNDATION | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST HOMES PROPERTIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $72,000 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL AMOUNT | MethodOfAmountDeterminationTxt |
Comments