PATCH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PATCH FOUNDATION (EIN 41-1873951)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201921349349103402
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T14:40:16-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NICOLLET MALL WEST TOWER STE | AddressLine1Txt |
| Address Line2 | 1100 | AddressLine2Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554022526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411873951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATC | BusinessNameControlTxt |
| Phone | 6127817677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 42ND AVE NE NO 317 | AddressLine1Txt |
| City | COLUMBIA HEIGHTS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55421 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN SAMPLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6127817677 | PhoneNum |
| Signature | 2019-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD JACKSON | PreparerPersonNm |
| PTIN | P00092672 | PTIN |
| Phone | 6123324300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-11 | IPDt |
| IP Tm | 15:02:44 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B56786F7D21A8F39D00ED83C272556B8DDCB8C36 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 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 | $9,772,631 | 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 | $1,623 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,623 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $200,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,960 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $553,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,930 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $302,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $302,513 | 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 |
| Accounting Fees Rev And Expnss | $1,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,418 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $472 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,644 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $497 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,150,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,150,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,155,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,151,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$852,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $301,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $686,416 | CashBOYAmt |
| Cash EOY | $450,958 | CashEOYAmt |
| Cash EOYFMV | $450,958 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $697,625 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $533,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $553,853 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,725,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,272,208 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,767,820 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,109,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,257,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,772,631 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,109,965 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,257,019 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,109,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,257,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,109,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,257,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,109,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$852,946 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,257,019 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,257,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MEDTRONIC PLC | PropertyDesc |
| Gross Sales Price | $553,645 | GrossSalesPriceAmt |
| Cost Or Other Basis | $453,715 | CostOrOtherBasisAmt |
| Gain Or Loss | $99,930 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $99,930 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,930 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,171,793 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,662,738 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.121269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,096,420 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,516,420 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.104258 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $852,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,497,691 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081192 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $675,925 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,768,762 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077083 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $622,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,300,472 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085323 | DistributionYr5Rt |
| Total Distribution | 0.469125 | TotalDistributionRt |
| Average Distribution | 0.093825 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,414,525 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $883,318 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,011 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $886,329 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,151,397 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,011 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,011 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,011 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $69 | OverpaymentAmt |
| Applied To ES Tax | $69 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6127817677 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 42ND AVE NE NO 317 | AddressLine1Txt |
| City | COLUMBIA HEIGHTS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55421 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLYN SAMPLE | ||||||||
| 3201 RANKIN RD | MINNEAPOLIS | MN | 55418 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| WILLIAM C PETERSON | ||||||||
| 6724 99TH AVE NORTH | BROOKLYN PARK | MN | 55445 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ERNEST LINDSTROM-LINDSTROM LAW OFFI | ||||||||
| 7600 PARKLAWN AVE STE 444 | EDINA | MN | 55435 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $8,989,512 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $568,381 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,557,893 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,557,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,414,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $470,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $470,726 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,011 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,011 | TotalTaxAmt |
| Distributable Before Adj | $467,715 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $467,715 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $467,715 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,151,397 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,151,397 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,011 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,148,386 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $467,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $260,938 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $251,714 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $442,236 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $577,445 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $694,784 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,227,117 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,151,397 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $467,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $683,682 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,910,799 | 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 | $260,938 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,649,861 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $251,714 | ExcessFromYear4Amt |
| Excess From Year3 | $442,236 | ExcessFromYear3Amt |
| Excess From Year2 | $577,445 | ExcessFromYear2Amt |
| Excess From Year1 | $694,784 | ExcessFromYear1Amt |
| Excess From Current Year | $683,682 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROLYN P SAMPLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3201 RANKIN ROAD NE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6127817677 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATIONS APPLYING SHOULD PROVIDE INFORMATION SIMILAR TO THAT SET FORTH BELOW: 1. ORGANIZATION NAME AND ADDRESS. 2. STATE IN WHICH APPLICANT IS ORGANIZED AS A NONPROFIT ENTITY. IF NOT SO ORGANIZED, EXPLAIN. 3. ATTACH ANY RULING OR DETERMINATION LETTER FROM INTERNAL REVENUE SERVICE ABOUT EXEMPT STATUS OR PRIVATE FOUNDATION STATUS. 4. COPY OF APPLICANT'S PROPOSED BUDGET AND PURPOSE OF ORGANIZATION. 5. IS APPLICANT CONTROLLED BY, RELATED TO, CONNECT WITH, OR SPONSORED BY ANOTHER ORGANIZATION? IF YES, IDENTIFY PARENT ENTITY. 6. SHOW AMOUNT REQUESTED AND HOW IT WILL BE USED. 7. SIGNED BY AUTHORIZED PERSON. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN AWARDING GRANTS, THE FOUNDATION GIVES PREFERENCE TO MINNESOTA CHARITABLE ORGANIZATIONS. MEDICAL FOUNDATIONS, EDUCATION AND THE ARTS RECEIVE PRIME CONSIDERATION. GRANTS ARE NORMALLY RESTRICTED TO $1,000 OR LESS. APPLICANTS ARE USUALLY NOTIFIED WITHIN TWO MONTHS THAT THEIR APPLICATION HAS BEEN APPROVED OR REJECTED, OR THAT ADDITIONAL INFORMATION IS NEEDED. FOUNDATION DOES NOT PROVIDE APPLICATION FORMS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALASKA CHRISTIAN COLLEGE | |||||||
| 35109 ROYAL PLACE | SOLDNOTNA | AK | 99669 | NONE | PC | EDUCATIONAL | $5,000 |
| ARC GREATER TWIN CITIES | |||||||
| 2446 UNIVERSITY AVE W 110 | ST PAUL | MN | 55114 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| BANYAN COMMUNITY | |||||||
| 2529 13TH AVE SO | MINNEAPOLIS | MN | 55404 | NONE | PC | EDUCATIONAL | $5,000 |
| BETHEL UNIVERSITY | |||||||
| 3900 BETHEL DR | ST PAUL | MN | 55112 | NONE | PC | EDUCATIONAL | $5,000 |
| CAMP KNUTSON | |||||||
| 11169 WHITEFISH AVENUE | CROSSLAKE | MN | 56442 | NONE | PC | RELIGIOUS | $5,000 |
| CARE | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| CATHOLIC CHARITIES | |||||||
| 1200 SECOND AVENUE SO | MINNEAPOLIS | MN | 55403 | NONE | PC | RELIGIOUS | $5,000 |
| COURAGE KENNY REHABILITATION INSTITUTE | |||||||
| 3915 GOLDEN VALLEY RD | MINNEAPOLIS | MN | 55422 | NONE | PC | HEALTH | $20,000 |
| COVENANT KIDS CONGO | |||||||
| 8303 W HIGGINS ROAD | CHICAGO | IL | 60631 | NONE | PC | RELIGIOUS | $75,000 |
| COVENANT RETIREMENT COMMUNITIES OF MN | |||||||
| 5800 ST CROIX AVENUE N | GOLDEN VALLEY | MN | 55422 | NONE | PC | RELIGIOUS | $10,000 |
| COVENANT WORLD RELIEF | |||||||
| 8303 W HIGGINS ROAD | CHICAGO | IL | 60631 | NONE | PC | RELIGIOUS | $150,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 2924 4TH AVENUE SOUTH | MINNEAPOLIS | MN | 55408 | NONE | PC | EDUCATIONAL | $7,000 |
| CROSS SERVICES | |||||||
| 12915 WEINAND CIRCLE | ROGERS | MN | 55374 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| DUNWOODY COLLEGE OF TECHNOLOGY | |||||||
| 818 DUNWOODY BLVD | MINNEAPOLIS | MN | 55403 | NONE | PC | EDUCATIONAL | $15,000 |
| EAST SIDE NEIGHBORHOOD SERVICES | |||||||
| 1700 SECOND STREET NE | MINNEAPOLIS | MN | 55413 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| EVANGELICAL COVENANT CHURCH | |||||||
| 8303 W HIGGINS ROAD | CHICAGO | IL | 60631 | NONE | PC | RELIGIOUS | $180,900 |
| EXODUS LENDING CO HOLY TRINITY CHURCH | |||||||
| 2730 E 31ST ST | MINNEAPOLIS | MN | 55406 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| FAMILY VALUES FOR LIFE | |||||||
| 1280 ARCADE ST | ST PAUL | MN | 55106 | NONE | PC | PROGRAM SUPPORT | $7,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | NONE | PC | RELIGIOUS | $30,000 |
| GREATER MINNEAPOLIS CRISIS NURSERY | |||||||
| 4544 4TH AVE SOUTH | MINNEAPOLIS | MN | 55419 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HABITAT FOR HUMANITY | |||||||
| 3001 4TH ST SE | MINNEAPOLIS | MN | 55414 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| HENNEPIN TECHNICAL COLLEGE | |||||||
| 9000 BROOKLYN BLVD | BROOKLYN PARK | MN | 55445 | NONE | PC | EDUCATIONAL | $5,000 |
| HOMEWARD BOUND | |||||||
| 12805 HIGHWAY 55 STE 400 | PLYMOUTH | MN | 55441 | NONE | PC | HEALTH | $10,000 |
| HOPE DENTAL CLINIC | |||||||
| 800 MINNEHAHA AVENUE EAST 465 | ST PAUL | MN | 55106 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| HOUSE OF CHARITY | |||||||
| 510 SOUTH EIGHTH STREET | MINNEAPOLIS | MN | 55404 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| KIWANIS CLUB OF NE MINNEAPOLIS | |||||||
| 1612 SECOND ST NE | MINNEAPOLIS | MN | 554131138 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| LOAVES AND FISHES | |||||||
| 1121 JACKSON STREET NE STE 143 | MINNEAPOLIS | MN | 55413 | NONE | PC | RELIGIOUS | $25,000 |
| METRO HOPE MINISTRIES | |||||||
| 2739 CEDAR AVENUE SOUTH | MINNEAPOLIS | MN | 55407 | NONE | PC | PROGRAM SUPPORT | $30,000 |
| MINNEAPOLIS HEART INSTITUTE FOUNDATION | |||||||
| 920 EAST 28TH STREET 100 | MINNEAPOLIS | MN | 55407 | NONE | PC | HEALTH | $5,000 |
| MINNESOTA ADULT AND TEEN CHALLENGE | |||||||
| 1619 PORTLANT AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| NEW LIFE IN CHRIST MINISTRY | |||||||
| PO BOX 456 | CLEARWATER | MN | 55320 | NONE | PC | RELIGIOUS | $3,000 |
| NORTHEAST SENIOR SERVICES | |||||||
| 900 42ND AVE NE 317 | COLUMBIA HEIGHTS | MN | 55421 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| PEOPLE SERVING PEOPLE | |||||||
| 614 SOUTH THIRD STREET | MINNEAPOLIS | MN | 55415 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| RICHFIELD SPARTAN FOUNDATION INC | |||||||
| 6638 KNOX AVE S | RICHFIELD | MN | 55423 | NONE | PC | EDUCATIONAL | $5,000 |
| SALEM COVENANT CHURCH | |||||||
| 2655 FIFTH STREET NW | NEW BRIGHTON | MN | 55112 | NONE | PC | RELIGIOUS | $150,000 |
| SCIENCE WITH A MISSION | |||||||
| 602 MASSAPOAG AVE | SHARON | MA | 02067 | NONE | PC | PROGRAM SUPPORT | $7,000 |
| SECOND HARVEST HEARTLAND | |||||||
| 1140 GERVAIS AVENUE | ST PAUL | MN | 55109 | NONE | PC | PROGRAM SUPPORT | $40,000 |
| SHARING & CARING HANDS | |||||||
| 425 NORTH SEVENTH ST | MINNEAPOLIS | MN | 55405 | NONE | PC | PROGRAM SUPPORT | $7,000 |
| SIMPSON HOUSING SERVICES | |||||||
| 2100 PILSBURY AVE SO | MINNEAPOLIS | MN | 55404 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| ST STEPHEN'S HUMAN SERVICES | |||||||
| 2309 NICOLLET AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SUNSHINE ACRES CHILDREN'S HOME | |||||||
| 3405 NORTH HIGLEY ROAD | MESA | AZ | 85215 | NONE | PC | PROGRAM SUPPORT | $7,000 |
| THE GIDEONS INTERNATIONAL | |||||||
| PO BOX 403810 | ATLANTA | GA | 30384 | NONE | PC | RELIGIOUS | $5,000 |
| THE SALVATION ARMY | |||||||
| 2445 PRIOR AVENUE NORTH | ROSEVILLE | MN | 55113 | NONE | PC | RELIGIOUS | $100,000 |
| TRINITY FIRST LUTHERAN SCHOOL | |||||||
| 1115 19TH AVE SO | MINNEAPOLIS | MN | 55404 | NONE | PC | EDUCATIONAL | $10,000 |
| TRUE FRIENDS | |||||||
| 10509 108TH ST NW | ANNANDALE | MN | 55302 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| UNION GOSPEL MISSION | |||||||
| 77 NINTH STREET E | ST PAUL | MN | 55101 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK STREET SE 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | EDUCATIONAL | $50,000 |
| URBAN HOMEWORKS | |||||||
| 2015 EMERSON AVE N | MINNEAPOLIS | MN | 55411 | NONE | PC | RELIGIOUS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,150,900 | 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 | $1,623 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,960 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,930 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $302,513 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $302,513 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,890 | Amt |
| Net Investment Income | $1,418 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $472 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MEDTRONIC STOCK | $7,108,208 | $8,550,240 |
| CHEVRON | $164,000 | $217,580 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OF MN FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED EXCISE TAX PAID | CategoryTxt |
| Amt | $2,644 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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