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ARTHUR T ERICKSON FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ARTHUR T ERICKSON FOUNDATION (EIN 41-6050855)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201921339349101522
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T10:48:37-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411736907PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLIDAY COMPANIESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14567 AMERICAN BLVD WESTAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55437ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416050855EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARTHUR T ERICKSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARTHBusinessNameControlTxt
Phone9528308809PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1224AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55440ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD A ERICKSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9528308809PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY F NORTONPreparerPersonNm
PTINP01473602PTIN
Phone9528308821PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address165.225.0.206IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm08:57:09IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id55A63662D225F42756A041410FDD81795FF4D94EAtSubmissionCreationDeviceId
At Submission Filing Device Id55A63662D225F42756A041410FDD81795FF4D94EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$70TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$70TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,805ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,805ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,875TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,875TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,875ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,875SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$0SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$0SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$10,875TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$10,875UnrestrictedBOYAmt
Unrestricted EOY$0UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$10,875TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,875TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,875TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,875ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$0SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$168,450AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$145,893NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.154613DistributionYr1Rt
Adjusted Qlfy Distri Yr2$352,525AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$299,762NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.176016DistributionYr2Rt
Adjusted Qlfy Distri Yr3$269,358AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$315,522NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.853690DistributionYr3Rt
Adjusted Qlfy Distri Yr4$351,125AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$340,463NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.031316DistributionYr4Rt
Adjusted Qlfy Distri Yr5$344,556AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$371,178NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.928277DistributionYr5Rt
Total Distribution5.143912TotalDistributionRt
Average Distribution1.028782AverageDistributionRt
Net Vl Noncharitable Assets$7,352NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,564AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,564AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,875QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD A ERICKSONIndividualWithBooksNm
Phone9528308809PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14567 AMERICAN BOULEVARD WESTAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55437ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERALD A ERICKSON
4567 AMERICAN BOULEVARD WESTBLOOMINGTONMN55437TRUSTEE1.00$0$0$0
RICHARD A ERICKSON
4567 AMERICAN BOULEVARD WESTBLOOMINGTONMN55437TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,464AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,464TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,464AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$112CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,352NetVlNoncharitableAssetsAmt
Minimum Investment Return$368MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$368MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$368DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$368DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$368DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,875ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,875QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,875AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$368DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$325,997ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$334,102ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$253,582ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$337,537ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$161,155ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,412,373TotalExcessDistributionCyovAmt
Qualifying Distributions$10,875QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$368AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,507RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,422,880TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$325,997ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,096,883ExcessDistriCyovToNextYrAmt
Excess From Year4$334,102ExcessFromYear4Amt
Excess From Year3$253,582ExcessFromYear3Amt
Excess From Year2$337,537ExcessFromYear2Amt
Excess From Year1$161,155ExcessFromYear1Amt
Excess From Current Year$10,507ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CROHN'S & COLITIS FOUNDATION OF AMERICA
PO BOX 1245ALBERT LEAMN560079976NONEPUBLICTO SUPPORT RESEARCH FOR CROHN'S DISEASE & ULCERATIVE COLITIS$3,805
DESMOID TUMOR RESEARCH FOUNDATION
PO BOX 273SUFFERNNY10901NONEPUBLICTO SUPPORT RESEARCH ON DESMOID TUMORS$1,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN381051942NONEPUBLICTO SUPPORT THE CHILDREN'S RESEARCH HOSPITAL$5,000
SPECIAL OLYMPICS MINNESOTA
8719 HILLVIEW DR EST BONIFACIUSMN55375NONEPUBLICTO SUPPORT ATHLETES WITH INTELLECTUAL DISABILITIES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,805TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CROHN'S & COLITIS FOUNDATION OF AMERICABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1245AddressLine1Txt
CityALBERT LEACityNm
State AbbreviationMNStateAbbreviationCd
ZIP560079976ZIPCd
FieldValueIRS element (for citing)
Short ExplanationREMAINING CASH BALANCE WAS CONTRIBUTED TO CROHN'S & COLITIS FOUNDATION OF AMERICA.ShortExplanationTxt
Dissolution$3,805DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationTHE FOUNDATION HAS DISTRIBUTED ALL REMAINING ASSETS TO 501(C)(3) PUBLIC CHARITIES.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$50$0$50
BANK CHARGE$20$0$20

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