C H ROBINSON WORLDWIDE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- C H ROBINSON WORLDWIDE FOUNDATION (EIN 68-0599299)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202503149349103175
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T17:31:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460454087 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSEY & WHITNEY TRUST COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST EIGHTH STREET SUITE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680599299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CH ROBINSON WORLDWIDE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRO | BusinessNameControlTxt |
| Phone | 6053366832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8TH ST STE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL ZWEIBOHMER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6053366832 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW C MCMILLEN | PreparerPersonNm |
| PTIN | P01212096 | PTIN |
| Phone | 6053366832 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,977,853 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $43,082 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,082 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $524,190 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $524,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,641,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,089,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,641,889 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,209,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,209,161 | 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 |
| Other Prof Fees Rev And Expnss | $177,975 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,445 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $106,530 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,628 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,628 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,621 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $251,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,073 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $129,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,959,094 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,959,094 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,210,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,073 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,089,069 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,001,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,133,088 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $630,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $749,469 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $749,469 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,058,378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,022,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,563,080 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,546,312 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,464,973 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,665,304 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $19,235,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,237,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,977,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,235,419 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,237,397 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,235,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,237,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,235,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,237,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,235,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,001,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,135 | OtherIncreasesAmt |
| Subtotal | $18,237,397 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,237,397 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $7,089,362 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,447,473 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,641,889 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,641,889 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,641,889 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,550 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,550 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,550 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,127 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $47,127 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,577 | OverpaymentAmt |
| Applied To ES Tax | $3,577 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CHROBINSON.COM/EN-US/ABOUT-US/CHROBINSON/CORP | WebsiteAddressTxt |
| Individual With Books | DORSEY WHITNEY TRUST COMPANY LLC | IndividualWithBooksNm |
| Phone | 6053366832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8TH ST STE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| RACHEL SCHWALBACH | ||||||||
| 14701 CHARLSON ROAD | EDEN PRAIRIE | MN | 55347 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BEN CAMPBELL RESIGNED 123124 | ||||||||
| 14701 CHARLSON ROAD | EDEN PRAIRIE | MN | 55347 | SECRETARY & DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL ZWEIBOHMER | ||||||||
| 14701 CHARLSON ROAD | EDEN PRAIRIE | MN | 55347 | TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANGIE FREEMAN | ||||||||
| 14701 CHARLSON ROAD | EDEN PRAIRIE | MN | 55347 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSEY & WHITNEY TRUST COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8TH ST STE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE, TAX & INVESTMENT MGMT. | ServiceTypeTxt |
| Compensation | $177,550 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,435,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $883,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,319,336 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,319,336 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $409,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,909,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,345,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,345,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,550 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,550 | TotalTaxAmt |
| Distributable Before Adj | $1,301,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,301,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,301,927 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,089,069 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,089,069 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,301,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $877,674 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,842,826 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,095,966 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,423,282 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,370,874 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,610,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,089,069 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,301,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,787,142 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,397,764 | 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 | $877,674 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,520,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,842,826 | ExcessFromYear4Amt |
| Excess From Year3 | $1,095,966 | ExcessFromYear3Amt |
| Excess From Year2 | $2,423,282 | ExcessFromYear2Amt |
| Excess From Year1 | $2,370,874 | ExcessFromYear1Amt |
| Excess From Current Year | $2,787,142 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| RACHEL SCHWALBACH | |||||||
| 14701 CHARLSON ROAD SUITE 1750 | EDEN PRAIRIE | MN | 55347 | 9526833432 | THE C.H. ROBINSON FOUNDATION IS COMMITTED TO ENSURING THAT OUR COMMUNITIES CONTINUE TO BE GREAT PLACES TO LIVE AND WORK, AND THROUGH OUR EMPLOYEE MATCH PROGRAMS AND GRANTS, WE PROVIDE PHILANTHROPIC SUPPORT TO ORGANIZATIONS IN OUR COMMUNITIES. VISIT OUR FOUNDATION GIVING PAGE AT HTTPS://WWW.CHROBINSON.COM/EN-US/ABOUT-US/CORPORATE-RESPONSIBILITY/COMMUNITY /FOUNDATION-GIVING/ FOR MORE INFORMATION. IF YOU HAVE ADDITIONAL QUESTIONS, PLEASE CONTACT US AT GRANSCONNECT-SUPPORT@YOURCAUSE.COM. | ANNUALLY - MAY 1 | VISIT OUR FOUNDATION GIVING PAGE AT HTTPS://WWW.CHROBINSON.COM/EN-US/ABOUT-US/CORPORATE-RESPONSIBILITY/COMMUNITY /FOUNDATION-GIVING/ FOR MORE INFORMATION. |
| CH ROBINSON FOUNDATION SCHOLARSHIP | |||||||
| ONE SCHOLARSHIP WAY | SAINT PETER | MN | 56082 | 5079311682 | THE C.H. ROBINSON FOUNDATION EMPLOYEE SCHOLARSHIP PROGRAM PROVIDES ASSISTANCE TO EMPLOYEES OF C.H. ROBINSON AND THEIR CHILDREN FOR UNDERGRADUATE STUDY. COMPLETE PROGRAM ELIGIBILITY AND APPLICATION INFORMATION IS AVAILABLE ON SCHOLARSHIP AMERICA'S WEBSITE AT HTTPS://SCHOLARSHIPAMERICA.ORG/SCHOLARSHIP/CHROBINSON/. IF YOU HAVE ADDITIONAL QUESTIONS, PLEASE CONTACT US AT CHROBINSON@SCHOLARSHIPAMERICA.ORG. | ANNUALLY - FEBRUARY 15 | VISIT SCHOLARSHIP AMERICA'S WEBSITE AT HTTPS://SCHOLARSHIPAMERICA.ORG/SCHOLARSHIP/CHROBINSON/ FOR MORE INFORMATION. |
| CH ROBINSON FOUNDATION SCHOLARSHIP | |||||||
| ONE SCHOLARSHIP WAY | SAINT PETER | MN | 56082 | 5079311682 | THE C.H. ROBINSON FOUNDATION TRUCKLOAD CONTRACT CARRIER SCHOLARSHIP PROGRAM PROVIDES ASSISTANCE TO EMPLOYEES OF TRUCKLOAD CONTRACT CARRIERS AND THEIR CHILDREN FOR UNDERGRADUATE STUDY. COMPLETE PROGRAM ELIGIBILITY AND APPLICATION INFORMATION IS AVAILABLE ON SCHOLARSHIP AMERICA'S WEBSITE AT HTTPS://SCHOLARSHIPAMERICA.ORG/SCHOLARSHIP/CHROBINSON/. IF YOU HAVE ADDITIONAL QUESTIONS, PLEASE CONTACT US AT CHROBINSON@SCHOLARSHIPAMERICA.ORG. | ANNUALLY - FEBRUARY 15 | VISIT SCHOLARSHIP AMERICA'S WEBSITE AT HTTPS://SCHOLARSHIPAMERICA.ORG/SCHOLARSHIP/CHROBINSON/ FOR MORE INFORMATION. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALIGHT | |||||||||||
| 1325 QUINCY ST NE STE A1 | MINNEAPOLIS | MN | 554131540 | N/A | PC | AMERICAN REFUGEE COMMITTEE | $2,000 | ||||
| AMERICAN LOGISTICS AID NETWORK | |||||||||||
| PO BOX 1985 | AUBURNDALE | FL | 33823 | N/A | PC | GENERAL OPERATING FUND | $25,000 | ||||
| AMERICAN RED CROSS | |||||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | MN & DAKOTAS REGION | $40,000 | ||||
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO FOUNDATION | |||||||||||
| 225 E CHICAGO AVE 282 | CHICAGO | IL | 60611 | N/A | PC | GENERAL OPERATING FUND | $10,000 | ||||
| ANN ARBOR MARATHI MANDAL - A2MM | |||||||||||
| 1535 WINDY RIDGE CT | SALINE | MI | 48176 | N/A | PC | GENERAL OPERATING FUND | $3,750 | ||||
| ANTI-DEFAMATION LEAGUE | |||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | PC | GENERAL OPERATING FUND | $3,000 | ||||
| APICS SUPPLY CHAIN COUNCIL INC | |||||||||||
| 8430 W BRYN MAWR AVE STE 1000 | CHICAGO | IL | 60631 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| ASIAN MENTAL HEALTH COLLECTIVE | |||||||||||
| 613 PARK LN | FRIENDSWOOD | TX | 77546 | N/A | PC | GENERAL OPERATING FUND | $3,750 | ||||
| BANYAN FOUNDATION | |||||||||||
| 2529 13TH AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | GENERAL OPERATING FUND | $2,000 | ||||
| BIG BROTHERS BIG SISTERS OF THE GREATER TWIN CITIES | |||||||||||
| 3110 WASHINGTON AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| BLACK MEN TEACH | |||||||||||
| PO BOX 3909 | SAINT PAUL | MN | 55101 | N/A | PC | GENERAL OPERATING FUND | $15,000 | ||||
| BOYS AND GIRLS CLUB OF THE TWIN CITIES | |||||||||||
| 690 JACKSON STREET | SAINT PAUL | MN | 55130 | N/A | PC | KIDS GALA | $10,000 | ||||
| CARING FOR CATS INC | |||||||||||
| 2550 7TH AVE E | NORTH ST PAUL | MN | 55109 | N/A | PC | SPONSOR A CAT PROGRAM | $5,000 | ||||
| CATHERINE COOK SCHOOL | |||||||||||
| 226 W SCHILLER ST | CHICAGO | IL | 60610 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| CC UNITED SOCCER CLUB INC | |||||||||||
| 7801 PARK DR STE F | CHANHASSEN | MN | 55317 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| CENTER FOR PREVENTION OF ABUSE | |||||||||||
| PO BOX 3855 | PEORIA | IL | 61612 | N/A | PC | GENERAL OPERATING FUND | $2,500 | ||||
| CHURCH OF THE RESURRECTION FOUNDATION | |||||||||||
| 13720 ROE AVE | LEAWOOD | KS | 662243588 | N/A | PC | BOOKMOBILE PROGRAM | $5,000 | ||||
| CROHN'S & COLITIS FOUNDATION INC | |||||||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING FUND | $3,000 | ||||
| DELTA SIGMA THETA SORORITY | |||||||||||
| PO BOX 580709 | MINNEAPOLIS | MN | 55458 | N/A | NC | EDUCATIONAL DEVELOPMENT | $5,000 | ||||
| DEPARTMENT OF PUBLIC TRANSFORMATION | |||||||||||
| 726 PRENTICE ST | GRANITE FALLS | MN | 56241 | N/A | PC | BOARD RETREAT | $11,000 | ||||
| DOCTORS WITHOUT BORDERS USA INC | |||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL OPERATING FUND | $2,000 | ||||
| E4E RELIEF LLC | |||||||||||
| 401 N TRYON ST SUITE 250 | CHARLOTTE | NC | 28202 | N/A | PC | FUND ID 4122 | $75,000 | ||||
| EARTH DAY NETWORK INC | |||||||||||
| 1752 N ST NW STE 700 | WASHINGTON | DC | 20036 | N/A | PC | EARTH WEEK EMPLOYEE-DIRECTED FUNDING | $10,000 | ||||
| ELDER VOICE FAMILY ADVOCATES | |||||||||||
| 5770 MARSH POINTE DRIVE | EXCELSIOR | MN | 55331 | N/A | PC | GENERAL OPERATING FUND | $1,000 | ||||
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||||||
| 257 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | EARTH WEEK EMPLOYEE-DIRECTED FUNDING | $15,000 | ||||
| EPILEPSY FOUNDATION OF GREATER CHICAGO | |||||||||||
| 17 NORTH STATE STREET SUITE 650 | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING FUND | $15,000 | ||||
| EQUALITY PATHWAYS TO POTENTIAL | |||||||||||
| 3717 COLGATE AVE | MINNEAPOLIS | MN | 55410 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | N/A | PC | GENERAL OPERATING FUND | $2,500 | ||||
| FOR AUTISTIC KIDS FOUNDATION | |||||||||||
| 1200 MILWAUKEE AVE | GLENVIEW | IL | 60025 | N/A | PC | GENERAL OPERATING FUND | $2,500 | ||||
| FRIENDS OF THE EARTH | |||||||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | EARTH WEEK EMPLOYEE-DIRECTED FUNDING | $5,000 | ||||
| GARY COMER YOUTH CENTER INC | |||||||||||
| 7200 S INGLESIDE AVE | CHICAGO | IL | 60619 | N/A | PC | GENERAL OPERATING FUND | $2,500 | ||||
| HOPKINS HIGH SCHOOL BASEBALL DIAMOND CLUB | |||||||||||
| 2265 CAPE COD PL | MINNETONKA | MN | 55305 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| INDIANA UNIVERSITY FOUNDATION | |||||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | N/A | PC | GENERAL OPERATING FUND | $2,500 | ||||
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | GENERAL OPERATING FUND | $6,000 | ||||
| JDRF INTERNATIONAL | |||||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | N/A | PC | FUND-A-CURE | $15,000 | ||||
| JOYCE UPTOWN FOODSHELF | |||||||||||
| 3041 FREMONT AVE S | MINNEAPOLIS | MN | 55408 | N/A | PC | GENERAL OPERATING FUND | $2,000 | ||||
| LAKE TRAVIS TENNIS ASSOCIATION | |||||||||||
| PO BOX 340625 | AUSTIN | TX | 787340011 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| LEADERSUP | |||||||||||
| P O BOX 862190 | LOS ANGELES | CA | 900862190 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| MACPHAIL CENTER FOR MUSIC | |||||||||||
| 501 S 2ND ST | MINNEAPOLIS | MN | 55401 | N/A | PC | ARTS AND CULTURE | $20,000 | ||||
| MAKE-A-WISH FOUNDATION OF MINNESOTA | |||||||||||
| 1919 UNIVERSITY AVE WEST SUITE 415 | SAINT PAUL | MN | 55104 | N/A | PC | GENERAL OPERATING FUND | $2,000 | ||||
| MALALA FUND | |||||||||||
| PO BOX 73767 | WASHINGTON | DC | 20056 | N/A | PC | GENERAL OPERATING FUND | $7,500 | ||||
| METRO MEALS ON WHEELS COLLABORATIVE INC | |||||||||||
| 1200 WASHINGTON AVE S SUITE 380 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATING FUND | $750 | ||||
| METROPOLITAN ECONOMIC DEVELOPMENT ASSOCIATION | |||||||||||
| 1256 PENN AVENUE NORTH SUITE 4800 | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL OPERATING FUND | $3,000 | ||||
| MINNESOTA CHILDREN'S MUSEUM | |||||||||||
| 10 WEST SEVENTH STREET | SAINT PAUL | MN | 551022453 | N/A | PC | GENERAL OPERATING FUND | $10,000 | ||||
| MINNESOTA HOCKEY INC | |||||||||||
| 317 WASHINGTON ST | SAINT PAUL | MN | 55102 | N/A | PC | GENERAL OPERATING FUND | $1,500 | ||||
| MN COMMUNITY MEASUREMENT | |||||||||||
| 1915 HIGHWAY 36 WEST SUITE 123 | ROSEVILLE | MN | 55113 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| MOVEMBER FOUNDATION | |||||||||||
| PO BOX 2040 | SANTA MONICA | CA | 90406 | N/A | PC | GENERAL OPERATING FUND | $1,000 | ||||
| MTBTP GIVES BACK | |||||||||||
| 5626 JEFFRIES CT | WESTERVILLE | OH | 43082 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| MUJERES LATINAS EN ACCION INC | |||||||||||
| 2124 W 21ST PLACE | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING FUND | $10,500 | ||||
| MY VERY OWN BED | |||||||||||
| 34 NE 13TH AVE SUITE 106 | MINNEAPOLIS | MN | 55413 | N/A | PC | GENERAL OPERATING FUND | $6,000 | ||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | BIKEMS 150 2024 & 2025 | $150,500 | ||||
| NATIONAL PSORIASIS FOUNDATION | |||||||||||
| 1800 DIAGONAL RD 360 | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL OPERATING FUND | $3,000 | ||||
| OKRA PROJECT INC | |||||||||||
| 1002 DEAN ST | BROOKLYN | NY | 11238 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| ONE TREE PLANTED INC | |||||||||||
| 145 PINE HAVEN SHORES ROAD 1000D | SHELBURNE | VT | 05482 | N/A | PC | EARTH WEEK TREE PLANTED | $15,000 | ||||
| OPERATION UNDERGROUND RAILROAD INC | |||||||||||
| PO BOX 57338 | SALT LAKE CITY | UT | 84157 | N/A | PC | GENERAL OPERATING FUND | $15,000 | ||||
| OPERATION WETVET INC | |||||||||||
| PO BOX 941892 | MIAMI | FL | 33194 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| PEOPLE PETS PLACES | |||||||||||
| 2832 EMERSON AVE S APT 515 | MINNEAPOLIS | MN | 55408 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| PINKY SWEAR FOUNDATION | |||||||||||
| 5555 WEST 78 STREET SUITE E | EDINA | MN | 55439 | N/A | PC | TRANSPORTATION PROGRAM & FAMILY FUND | $35,000 | ||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | NORTH CENTRAL STATES | $2,500 | ||||
| PROJECT FOR PRIDE IN LIVING INC | |||||||||||
| 1035 EAST FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | N/A | PC | READY FOR SUCCESS | $3,000 | ||||
| RANCH - TEAMMATES FOR LIFE | |||||||||||
| 914 W 5TH ST | DULUTH | MN | 55806 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| RIVER GIVER RUN | |||||||||||
| 2110 COLBY DR | MCHENRY | IL | 60050 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| RONALD MCDONALD HOUSE CHARITIES MIDWEST MN WI IA | |||||||||||
| 850 2ND ST SW | ROCHESTER | MN | 55902 | N/A | PC | RMHC-UM | $1,000 | ||||
| SCHOLARSHIP AMERICA INC | |||||||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | N/A | PC | SCHOLAR AWARDS | $248,592 | ||||
| SIMPSON HOUSING SERVICES INC | |||||||||||
| 160 GLENWOOD AVENUE | MINNEAPOLIS | MN | 55405 | N/A | PC | GENERAL OPERATING FUND | $2,000 | ||||
| SOLAR IMPULSE FOUNDATION | |||||||||||
| N/A | POF | SUSTAINABILITY IN TRAVEL & LOGISTICS | $75,000 | CH MONTOLIVET 19A | LAUSANNE | SZ | CH-1006 | ||||
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||||||
| PO BOX 89367 | TAMPA | FL | 33689 | N/A | PC | GENERAL OPERATING FUND | $10,000 | ||||
| ST CHRISTOPHER TRUCKERS DEVELOPMENT & RELIEF FUND INC | |||||||||||
| PO BOX 30763 | KNOXVILLE | TN | 37930 | N/A | PC | GENERAL OPERATING FUND | $10,000 | ||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL OPERATING FUND | $2,000 | ||||
| STICHTING SMART FREIGHT CENTRE | |||||||||||
| N/A | POF | CIRRICULUM FOR LEARNING ACADEMY | $75,000 | KEIZERGRACHT 560 | AMSTERDAM | NL | 1017 EM | ||||
| THE BLACKBAUD GIVING FUND | |||||||||||
| 65 FAIRCHILD STREET | CHARLESTON | SC | 29492 | N/A | PC | VARIOUS CHARITIES | $2,689,229 | ||||
| THE BOND BETWEEN (SECONDHAND HOUNDS) | |||||||||||
| 5959 BAKER RD SUITE 390 | MINNETONKA | MN | 55345 | N/A | PC | GENERAL OPERATING FUND | $10,000 | ||||
| THE BRIDGE FOR YOUTH | |||||||||||
| 1111 WEST 22ND STREET | MINNEAPOLIS | MN | 55405 | N/A | PC | GENERAL OPERATING FUND | $3,000 | ||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | N/A | PC | STUDENT VISIONAIRES CAMPAIGN & GENERAL OPERATING | $33,173 | ||||
| THE SANNEH FOUNDATION INC | |||||||||||
| 1276 UNIVERSITY AVENUE W | ST PAUL | MN | 55104 | N/A | PC | GENERAL OPERATING FUND | $2,000 | ||||
| TODAY AND TOMORROW EDUCATIONAL FOUNDATION | |||||||||||
| 20 ARCHBISHOP MAY DR | ST LOUIS | MO | 63119 | N/A | PC | GENERAL OPERATING FUND | $10,000 | ||||
| TRANSPORTATION INTERMEDIARIES ASSN INSTITUTE FOR RESEARCH & EDUCATION | |||||||||||
| 1900 DUKE ST STE 300 | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| TRIO ANIMAL FOUNDATION | |||||||||||
| 516 N OGDEN AVE SUITE 199 | CHICAGO | IL | 60642 | N/A | PC | GENERAL OPERATING FUND | $24,500 | ||||
| UND ALUMNI ASSOCIATION AND FOUNDATION | |||||||||||
| 3501 UNIV AVE STOP 8157 | GRAND FORKS | ND | 58202 | N/A | PC | FREEMAN FAMILY SCHOLARSHIP | $20,000 | ||||
| UNION GOSPEL MISSION ASSOCIATION OF ST PAUL | |||||||||||
| 376 WESTERN AVENUE NORTH | ST PAUL | MN | 55103 | N/A | PC | GENERAL OPERATING FUND | $2,000 | ||||
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | BEYOND THE CLASSROOM SCHOLARSHIP FUND | $10,000 | ||||
| UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC | |||||||||||
| 127 ROOSEVELT AVE | EAU CLAIRE | WI | 54701 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| VEAP | |||||||||||
| 9600 ALDRICH AVENUE SOUTH | BLOOMINGTON | MN | 55420 | N/A | PC | GENERAL OPERATING FUND | $5,000 | ||||
| VISIT ORG PHILANTHROPIC FOUNDATION | |||||||||||
| 244 5TH AVE STE 2917 | NEW YORK | NY | 10001 | N/A | PC | VARIOUS CHARITIES | $5,850 | ||||
| VOLUNTEER FLORIDA FOUNDATION INC | |||||||||||
| 1545 RAYMOND DIEHL RD STE 250 | TALLAHASSEE | FL | 32308 | N/A | SO I | FLORIDA DISASTER FUND | $35,000 | ||||
| WESTERN SADDLE CLUBS ASSOCIATION INC | |||||||||||
| 24452 403RD AVE | BELGRADE | MN | 56312 | N/A | NC | SCHOLARSHIP PROGRAM, ADAPTIVE RIDING CLASSES, & GENERAL | $5,000 | ||||
| YOUTH GUIDANCE | |||||||||||
| 1 NORTH LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING FUND | $7,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,959,094 | 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 | $43,082 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $524,190 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,641,889 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,209,161 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,209,161 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STICHTING SMART FREIGHT CENTRE | |||||||||||||||
| KEIZERGRACHT 560 1017 EM | AMSTERDAM | NL | 2024-12-10 | $75,000 | TO BE USED IN FURTHERANCE OF THE FOUNDATION'S CHARITABLE AND EDUCATIONAL PURPOSES FOR THE LEARNING ACADEMY FOR THEIR CURRICULUM ON SUSTAINABLE LOGISTICS AND CHANGE MANAGEMENT IN SUPPLY CHAIN. | $45,000 | NO | 06/16/25 | 2024-12-10 | N/A | |||||
| DELTA SIGMA THETA SORORITY | |||||||||||||||
| 2024-09-05 | $5,000 | EDUCATIONAL DEVELOPMENT | $214 | NO | 05/15/2025 | 2024-10-08 | N/A | PO BOX 580709 | MINNEAPOLIS | MN | 554580709 | ||||
| WESTERN SADDLE CLUBS ASSOCIATION | |||||||||||||||
| 2024-12-17 | $5,000 | $2,000 FOR THE SCHOLARSHIP PROGRAM, $1,000 FOR ADAPTIVE RIDING CLASSES, AND $2,000 FOR GENERAL PURPOSES. | $5,000 | NO | 05/16/2025 | 2024-12-17 | N/A | 24452-403RD AVENUE | BELGRADE | MN | 56312 | ||||
| SOLAR IMPULSE FOUNDATION | |||||||||||||||
| CHEMIN DE MONOLIVET 19 | LAUSANNE | SZ | 2023-12-27 | $75,000 | TO BOOST THE IMPLEMENTATION AND ADOPTION OF CLEAN AND PROFITABLE SOLUTIONS IN THE TRANSPORTATION AND LOGISTICS INDUSTRY WHICH FURTHERS THE FOUNDATION'S CHARITABLE AND EDUCATIONAL PURPOSES FOR ENVIRONMENTAL SUSTAINABILITY IN TRANSPORTATION AND LOGISTICS. | $75,000 | NO | 05/14/2025 | 2024-01-12 | N/A | CH-1006 | ||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (37 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER AIRLN 14-1 A PTT 3.700% 10/01/26 | $237,606 | $234,599 |
| ANALOG DEVICES INC 2.100% 10/01/31 | $298,284 | $251,310 |
| BANK OF AMERICA MTN 3.500% 4/19/26 | $251,117 | $246,253 |
| BROADRIDGE FINANCIAL SOLUTIONS INC 2.900% 12/01/29 | $250,723 | $225,870 |
| COMCAST CORP 3.300% 2/01/27 | $250,752 | $243,348 |
| DOMINION ENERGY SOUTH CAROLINA INC 4.35% 2/01/42 | $203,480 | $145,436 |
| DUKE ENERGY CORP 2.65% 9/01/26 | $250,667 | $241,961 |
| ELEVANCE HEALTH INC 2.55% 3/15/31 | $255,161 | $214,552 |
| GAVILAN CA JT CMNTY CLG DIST 1.826% 8/01/28 | $250,000 | $227,293 |
| GOLDMAN SACHS GROUP INC/THE VARIABLE 2.650% 10/21/32 | $400,734 | $338,092 |
| HP INC 4% 4/15/29 | $245,355 | $239,640 |
| JPMORGAN CHASE & CO VARIABLE 2.58% 04/22/32 | $254,214 | $214,453 |
| KEURIG DR PEPPER INC 4.417% 5/25/25 | $301,103 | $299,448 |
| LOWE'S COS INC 5% 04/15/33 | $256,317 | $246,220 |
| MONTANA ST TXBL-REF-SER I 10/20/20 1.316% 8/01/30 | $175,000 | $142,277 |
| MORGAN STANLEY MTN 3.625% 1/20/27 | $100,487 | $98,191 |
| NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP 2.4% 3/15/30 | $348,422 | $308,770 |
| NEXTERA ENERGY CAPITAL HOLDINGS INC 4.625% 7/15/27 | $245,453 | $249,660 |
| OKLAHOMA ST TURNPIKE AUTH TXBL-REF-OKLAHOMA TURNPIKE SYS 10/29/20 1.972% 1/0 | $249,053 | $207,315 |
| OLD REPUBLIC INTERNATIONAL CORP 5.75% 03/28/34 | $300,600 | $300,535 |
| PIEDMONT NATURAL GAS CO INC 4.100% 09/18/34 | $337,733 | $267,354 |
| PIERRE SD SCH DIST #32-2 TXBL-REF 11/3/20 2.04% 8/01/33 | $300,000 | $245,298 |
| PLEASANT GROVE TX INDEP SCH DI REF-SER B 11/15/20 1.72% 2/15/31 | $250,000 | $210,543 |
| PNC BANK NA 2.7% 10/22/29 | $252,712 | $224,313 |
| PPG INDUSTRIES INC 2.550% 06/15/30 | $260,099 | $220,569 |
| PUBLIC SERVICE ELECTRIC AND GAS CO 3% 5/15/27 | $204,302 | $192,994 |
| RALPH LAUREN CORP 2.95% 6/15/30 | $254,168 | $226,751 |
| RTX CORP 5.75% 01/15/29 | $255,074 | $258,072 |
| STARBUCKS CORP 4.9% 02/15/31 | $245,360 | $249,483 |
| SYSCO CORPORATION 3.750% 10/01/25 | $250,071 | $248,382 |
| UNITED STATES TREASURY NOTE/BOND 0.750% 3/31/26 | $247,757 | $239,460 |
| UNITED STATES TREASURY NOTE/BOND 0.875% 6/30/26 | $300,016 | $285,447 |
| UNITED STATES TREASURY NOTE/BOND 1.000% 7/31/28 | $199,679 | $178,048 |
| UNITED STATES TREASURY NOTE/BOND 3.500% 9/15/25 | $244,434 | $248,670 |
| VERIZON COMMUNICATIONS INC 4.329% 9/21/28 | $240,950 | $244,863 |
| WEC ENERGY GROUP INC 5% 09/27/25 | $248,090 | $250,429 |
| WOODBURY CNTY IA LAW ENFORME TXBL 10/28/20 2.735% 6/01/35 | $250,000 | $199,405 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $27,575 | $79,177 |
| ALLIANT ENERGY CORP | $496,624 | $569,223 |
| ALPHABET INC CL C | $133,385 | $615,121 |
| AMAZON.COM INC | $660,896 | $1,053,072 |
| APPLE INC | $502,039 | $694,916 |
| BEST BUY CO INC | $164,053 | $180,180 |
| BIO-TECHNE CORP | $56,836 | $261,469 |
| CASEY'S GENERAL STORES INC | $41,126 | $55,472 |
| CHARLES SCWAB CORP | $133,071 | $189,466 |
| DONALDSON INC | $31,536 | $115,505 |
| ECOLAB INC COM | $34,503 | $187,456 |
| ELI LILLY & CO | $31,771 | $297,220 |
| ENTEGRIS INC | $181,889 | $149,085 |
| FASTENAL CO | $39,551 | $313,887 |
| FISERV INC | $35,071 | $614,206 |
| GRACO INC | $110,676 | $539,456 |
| HB FULLER CO | $147,662 | $230,782 |
| HORMEL FOODS CORP | $207,273 | $250,333 |
| JOHNSON & JOHNSON | $72,968 | $180,052 |
| JPMORGAN CHASE & CO | $522,431 | $841,382 |
| KRAFT HEINZ CO/THE | $123,960 | $106,564 |
| LITTELFUSE INC | $280,513 | $331,088 |
| MEDTRONIC PLC | $129,947 | $140,589 |
| MICROSOFT CORP | $494,803 | $1,702,860 |
| MOTOROLA SOLUTIONS INC | $111,743 | $383,651 |
| NVENT ELECTRIC PLC | $52,471 | $283,546 |
| NVIDIA CORP | $124,604 | $1,252,254 |
| PIPER SANDLER COS | $124,589 | $193,468 |
| PRINCIPAL FINANCIAL GROUP | $25,673 | $84,764 |
| QUALCOMM INC | $200,721 | $365,616 |
| ROCHE HLDG LTD SPONS ADR | $336,600 | $341,824 |
| ROCKWELL AUTOMATION INC | $157,618 | $222,916 |
| SALESFORCE.COM INC | $44,321 | $93,612 |
| SHERWIN-WILLIAMS CO | $234,333 | $339,930 |
| TARGET CORP | $11,372 | $33,119 |
| TENNANT CO | $199,310 | $221,762 |
| TORO CO | $239,179 | $426,132 |
| ULTA BEAUTY INC | $83,900 | $65,240 |
| UNITEDHEALTH GROUP INC COM | $324,079 | $900,431 |
| US BANCORP | $160,960 | $319,026 |
| VERIZON COMMUNICATIONS INC | $468,259 | $500,875 |
| VISA INC | $251,089 | $414,012 |
| WEC ENERGY GROUP INC | $65,762 | $64,888 |
| WELLS FARGO & CO | $66,613 | $173,493 |
| WORKIVA INC | $79,600 | $183,960 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE RE-REGISTRATION FEE | $25 | $0 | $25 |
| SCHOLARSHIP PROGRAM ADMINISTRATION FEES | $23,420 | $0 | $23,420 |
| VISIT.ORG | $176 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX TIMING DIFFERENCES | Desc |
| Amt | $3,135 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $177,550 | $71,020 | $106,530 |
| ADR ISSUER FEE | $425 | $425 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED EXCISE TAX PAYMENTS | $35,000 | $0 | $0 |
| EXCISE TAX PAYMENT | $10,000 | $0 | $0 |
| FOREIGN TAXES | $4,628 | $4,628 | $0 |
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