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MORTENSON COMPANY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MORTENSON COMPANY FOUNDATION (EIN 83-2430576)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202503149349101350
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-10T08:38:59-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832430576EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mortenson Company FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMORTBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLois MartinPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,138,142FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,887,196ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$800,901InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$800,901InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,189DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,189DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$164,480NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,653,564GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,062,558CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,865,766TotalRevAndExpnssAmt
Total Net Invst Incm$2,876,648TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$898OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$898OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$38,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$45,358OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$45,358OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$84,256TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$898TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$45,358TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$550,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$550,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$634,256TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$898TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$595,358TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,231,510ExcessRevenueOverExpensesAmt
Net Investment Income$2,875,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,907,889SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,432,314SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,432,314SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,489,085CorporateStockBOYAmt
Corporate Stock EOY$5,196,170CorporateStockEOYAmt
Corporate Stock EOYFMV$4,705,828CorporateStockEOYFMVAmt
Total Assets BOY$15,396,974TotalAssetsBOYAmt
Total Assets EOY$22,628,484TotalAssetsEOYAmt
Total Assets EOYFMV$22,138,142TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$15,396,974RetainedEarningBOYAmt
Retained Earning EOY$22,628,484RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,396,974TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,628,484TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,396,974TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,628,484TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,396,974TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,231,510ExcessRevenueOverExpensesAmt
Subtotal$22,628,484SubtotalAmt
Tot Net Ast Or Fund Balances EOY$22,628,484TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$3,653,564GrossSalesPriceAmt
Cost Or Other Basis$1,591,006CostOrOtherBasisAmt
Gain Or Loss$2,062,558GainOrLossAmt
Gains Minus Excess Or Losses$2,062,558GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,062,558CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39,973InvestmentIncomeExciseTaxAmt
Subtotal$39,973SubtotalAmt
Tax Based On Investment Income$39,973TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$37,054EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$40,054TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$81OverpaymentAmt
Applied To ES Tax$81AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Derek Cunz
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Dan Johnson
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Lois Martin
Foundation Source 501 Silverside RdWilmingtonDE198091377Treas, Dir1.0$0$0$0
David Mortenson
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Mark Mortenson
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Maja Rosenquist
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$392,152AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,276,505AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,668,657TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,668,657AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$250,030CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,418,627NetVlNoncharitableAssetsAmt
Minimum Investment Return$820,931MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$820,931MinimumInvestmentReturnAmt
Tax Based On Investment Income$39,973TaxBasedOnInvestmentIncomeAmt
Total Tax$39,973TotalTaxAmt
Distributable Before Adj$780,958DistributableBeforeAdjAmt
Distributable Before Ded$780,958DistributableBeforeDedAmt
Distributable As Adjusted$780,958DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$595,358ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$595,358QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$780,958DistributableAsAdjustedAmt
Undistributed Income PY$486,350UndistributedIncomePYAmt
Qualifying Distributions$595,358QualifyingDistributionsAmt
Applied To Year1$486,350AppliedToYear1Amt
Applied To Current Year$109,008AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$671,950UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
4 13 STRONG INC
1276 FOSTER AVENASHVILLETN37210N/APCGeneral & Unrestricted$20,000
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
6575 UNION PARK AVE STE 600COTTONWOOD HEIGHTSUT84047N/APCGeneral & Unrestricted$15,000
BANNER HEALTH FOUNDATION
2901 N CENTRAL AVE STE 160PHOENIXAZ85012N/APCGeneral & Unrestricted$25,000
CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION
9100 E MINERAL CIRCENTENNIALCO80112N/APCGeneral & Unrestricted$30,000
CHICAGO WOMEN IN TRADES
2444 W 16TH ST 3RD FL STE 7CHICAGOIL60608N/APCGeneral & Unrestricted$25,000
CONSTRUCTING HOPE PRE- APPRENTICESHIP PROGRAM
405 NE CHURCH STPORTLANDOR97211N/APCGeneral & Unrestricted$20,000
CROSSBRIDGE INC
35 LINDSLEY AVENASHVILLETN37210N/APCGeneral & Unrestricted$10,000
DRESS FOR SUCCESS TWIN CITIES
1430 CONCORDIA AVE UNIT 4302SAINT PAULMN55104N/APCGeneral & Unrestricted$25,000
EDGEHILL NEIGHBORHOOD PARTNERSHIP
1224 MARTIN STNASHVILLETN37203N/APCGeneral & Unrestricted$15,000
FOLDS OF HONOR FOUNDATION
372 FERNDALE RD SWAYZATAMN55391N/APCGeneral & Unrestricted$15,000
GREATER MINNEAPOLIS CRISIS NURSERY
4544 4TH AVE SMINNEAPOLISMN55419N/APCGeneral & Unrestricted$10,000
JUNIOR ACHIEVEMENT USA
PO BOX 120478SAINT PAULMN55112N/APCGeneral & Unrestricted$25,000
OPERATION FRESH START INC
2670 MILWAUKEE STMADISONWI53704N/APCGeneral & Unrestricted$25,000
OREGON TRADESWOMEN INC
484 SE 187TH AVEPORTLANDOR97233N/APCGeneral & Unrestricted$15,000
PHYLLIS WHEATLEY COMMUNITY CENTER INC
1301 10TH AVE NMINNEAPOLISMN55411N/APCPhyllis Wheatley's Camp Katharine Parsons Community Fund$10,000
RAINIER SCHOLARS
2100 24TH AVE S STE 360SEATTLEWA98144N/APCGeneral & Unrestricted$50,000
REBUILDING TOGETHER INC
999 N CAPITOL ST NE STE 330WASHINGTONDC20002N/APCVolunteer projects in Fall 2023$20,000
REBUILDING TOGETHER INC
999 N CAPITOL ST NE STE 330WASHINGTONDC20002N/APCGeneral & Unrestricted$30,000
ROCKY MOUNTAIN ADVENTIST HEALTHCARE FOUNDATION
950 E HARVARD AVE STE 230DENVERCO80210N/APCGeneral & Unrestricted$25,000
SAN CARLOS APACHE TRIBE OF THE SAN CARLOS RESERVAT
PO BOX 0SAN CARLOSAZ85542N/AGOVGeneral & Unrestricted$25,000
THE MEDICAL COLLEGE OF WISCONSIN INC
PO BOX 26509MILWAUKEEWI53226N/APCGeneral & Unrestricted$50,000
THE WORKS
9740 GRAND AVE SBLOOMINGTONMN55420N/APCGeneral & Unrestricted$25,000
TRUE FOUNDATION CHURCH
5840 LILAC DR NBROOKLYN CENTERMN55430N/APCGeneral & Unrestricted$10,000
UTAH STATE UNIVERSITY
2400 OLD MAIN HLLOGANUT84322N/APCGeneral & Unrestricted$10,000
WREATHS ACROSS AMERICA
PO BOX 249COLUMBIA FALLSME04623N/APCGeneral & Unrestricted$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$550,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$800,901ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,189ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$164,480ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$978,570ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$978,570TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMortenson Construction Holdings IncContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1c/o Lois Martin 700 Meadow Ln NortAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55422ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,887,196TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyDODGE & COX STOCK DODGX, 17423.19 sh.NoncashPropertyDesc
Fair Market Value$4,973,275FairMarketValueAmt
Received2024-12-03ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockDODGE & COX STOCKStockNm
EOY Book Value$5,196,170EOYBookValueAmt
EOYFMV$4,705,828EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$45,332$45,332
State or Local Filing Fees$26$26

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$898Amt
Net Investment Income$898NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$36,800
990-PF Extension for 2023$1,200

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