CARR FAM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CARR FAM FOUNDATION (EIN 32-6182936)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201901359349103110
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T14:31:08-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410978542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN & BROBST PLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 548 | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | 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 | 326182936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARR | BusinessNameControlTxt |
| Phone | 5075322291 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1215 | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES CARR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5075322291 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY EVENSTAD CPA | PreparerPersonNm |
| PTIN | P00121807 | PTIN |
| Phone | 5075325735 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.16.91.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 14:31:08 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1C2858DB1C13A9AD90F5168B9ADF9153298FCAD1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E288604563F144EF1CF3AFFC64FF472FEF549F72 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,431,754 | 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 | $947 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,938 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,938 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,033 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $55 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $55 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,085 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,085 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $119 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,196 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $163,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $668,256 | CashBOYAmt |
| Cash EOY | $528,013 | CashEOYAmt |
| Cash EOYFMV | $528,013 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $1,650 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,834,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,877,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,229,461 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $624,481 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $682,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $674,280 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,128,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,087,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,431,754 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,128,837 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,087,712 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,128,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,087,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,128,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,087,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,128,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,125 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,087,712 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,087,712 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,938 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $129,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,697,207 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047957 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,840 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,581,530 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060367 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,173,123 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,672,058 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.701604 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $548,441 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,074,429 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.510449 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $120,294 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $842,604 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.142765 | DistributionYr5Rt |
| Total Distribution | 1.463142 | TotalDistributionRt |
| Average Distribution | 0.292628 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,454,996 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,011,029 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,216 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,012,245 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $163,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,432 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,432 | SubtotalAmt |
| Tax Based On Investment Income | $2,432 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $838 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY BARTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5075322291 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HIGHWAY 59 NORTH | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES CARR | ||||||||
| PO BOX 1215 | MARSHALL | MN | 56258 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| PHYLLIS V CARR | ||||||||
| PO BOX 409 | MARSHALL | MN | 56258 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,867,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $639,713 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,507,610 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,507,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,454,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,432 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,432 | TotalTaxAmt |
| Distributable Before Adj | $170,318 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,318 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,318 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $163,650 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $163,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,318 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $60,011 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $495,538 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,090,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,029 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,674,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $163,650 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $6,668 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,668 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,667,710 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $53,343 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,614,367 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $495,538 | ExcessFromYear4Amt |
| Excess From Year3 | $1,090,800 | ExcessFromYear3Amt |
| Excess From Year2 | $28,029 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FOOD 4 KIDS | |||||||||
| 800 SOUTHVIEW CT EAST | MARSHALL | MN | 56258 | NONE | 501-C3 | CHARITABLE PURPOSE | $10,000 | ||
| HOLY REDEEMER SCHOOL | |||||||||
| 503 W LYON STREET | MARSHALL | MN | 56258 | NONE | 501-C(3) | GENERAL OPERATIONS | $10,000 | ||
| HOPE HARBOR | |||||||||
| PO BOX 26 | MARSHALL | MN | 56258 | NONE | 501-C3 | CHARITABLE PURPOSE | $10,000 | ||
| KIDS AGAINST HUNGER | |||||||||
| 3052 STATE HWY 19 | MARSHALL | MN | 56258 | NONE | 501-C-3 | GENERAL OPERATIONS | $1,000 | ||
| MARSHALL AREA YMCA | |||||||||
| 200 SOUTH A STREET | MARSHALL | MN | 56258 | NONE | 501 C 3 | GENERAL OPERATIONS | $2,000 | ||
| MARSHALL COMMUNITY FOUNDATION | |||||||||
| 300 S OCONNEL STREET | MARSHALL | MN | 56228 | NONE | 501 C 3 | GENERAL ENDOWMENT | $5,000 | ||
| MARSHALL SPEECH BOOSTERS | |||||||||
| 400 TIGER DRIVE | MARSHALL | MN | 56258 | NONE | 501 C 3 | GENERAL OPERATIONS | $5,000 | ||
| MAYO CLINIC | |||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | 501-C3 | RESEARCH | $150 | ||
| MINNESOTA WEST FOUNDATION | |||||||||
| 1593 11TH AVENUE | GRANITE FALLS | MN | 56241 | NONE | 501 C 3 | SCHOLARSHIPS | $10,000 | ||
| PRIDE IN THE TIGER FOUNDATION | |||||||||
| 400 TIGER DRIVE | MARSHALL | MN | 56258 | NONE | 501-(C)3 | PROVIDE 8 SCHOLARSHIPS TO STUDENTS | $40,000 | ||
| SMSU FOUNDATION | |||||||||
| FOUNDERS HALL | MARSHALL | MN | 56258 | NONE | 501 C 3 | SCHOLARSHIPS | $30,000 | SW STATE UNIVERSITY | |
| SOUTHWEST INITIATIVE FOUNDATION | |||||||||
| 15 3RD AVE NW | HUTCHINSON | MN | 55350 | NONE | 501-C3 | GENERAL ENDOWMENT | $1,000 | ||
| SW MN FELLOWSHIP OF CHRISTIAN ATHLE | |||||||||
| 1208 HORIZON DRIVE | MARSHALL | MN | 56258 | NONE | 501 C 3 | GENERAL OPERATIONS | $2,000 | ||
| TRUE LIGHT CHRISTIAN SCHOOL | |||||||||
| 601 E COLLEGE DRIVE | MARSHALL | MN | 56258 | NONE | 501-C3 | TUITION ASSISTENCE | $10,000 | ||
| COATS FOR KIDS | |||||||||
| 1400 S SARATOGA STREET | MARSHALL | MN | 56258 | NONE | 501 C-3 | DISTRIBUTE COATS TO NEEDY | $1,000 | ||
| WAR MEMORIAL PARK | |||||||||
| 344 W MAIN STREET | MARSHALL | MN | 56258 | NONE | GOVERNMENT | CONSTRUCT WAR MEMORIAL | $25,000 | CITY OF MARSHALL | |
| UNITED WAY | |||||||||
| PO BOX 41 | MARSHALL | MN | 56258 | NONE | 501-C3 | CHARITABLE OPERATIONS | $1,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $107 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65,988 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $59,938 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $126,033 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,033 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,085 | Amt |
| Net Investment Income | $1,085 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB ACCOUNT | StockNm |
| EOY Book Value | $1,877,540 | EOYBookValueAmt |
| EOYFMV | $2,229,461 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAINSTAYMUTUAL FUNDS | AT COST | $161,401 | $155,823 |
| GROWTH FUND OF AMERICA | AT COST | $520,758 | $518,457 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Legal Fees | $55 | LegalFeesAmt |
| Net Investment Income | $55 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $119 | Amt |
| Net Investment Income | $119 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IRS | $3,133 | $3,133 |
| FOREIGN TAX PAID | $63 | $63 |
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