LAWRENCE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE FAMILY FOUNDATION (EIN 13-3935895)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349105830
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:30:05-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | 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 | 133935895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAWRENCE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 6128255050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4415 E LAKE HARRIET PARKWAY | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554194746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES A LAWRENCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6128255050 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| 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 | $14,709,942 | 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 |
| Dividends Rev And Expnss | $484,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $484,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,382,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,074,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,382,587 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,866,782 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,866,782 | 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 | $5,408 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,704 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,704 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $89,681 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89,681 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $45,206 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $45,206 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91,112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,526 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $58,682 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $58,682 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $290,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,386 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $570,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $570,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $860,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $631,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,006,318 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,727,665 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $393,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,302,341 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,302,341 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,000 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $1,594,594 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,500,502 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,500,502 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,848,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,995,433 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,995,433 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $911,666 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $911,666 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,837,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,709,942 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,709,942 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $13,837,342 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,709,942 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,837,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,709,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,837,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,709,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,837,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,006,318 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,843,660 | SubtotalAmt |
| Other Decreases | $133,718 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,709,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $15,074,471 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,691,884 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,382,587 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,382,587 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,382,587 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,015 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,015 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,346 | EsPenaltyAmt |
| Tax Due | $25,361 | TaxDueAmt |
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 |
| Org Report Or Register State | DE | 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 | JAMES A LAWRENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6128255050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4415 E LAKE HARRIET PARKWAY | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554194746 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES LAWRENCE | ||||||||
| 4415 E LAKE HARRIET PARKWAY | MINNEAPOLIS | MN | 554194746 | PRESIDENT/ CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MARY LAWRENCE | ||||||||
| 4415 E LAKE HARRIET PARKWAY | MINNEAPOLIS | MN | 554194746 | SECRETARY/TREASURER | 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 |
| 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 | $13,365,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,184,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,550,733 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,550,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $218,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,332,472 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $716,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $716,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,015 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,015 | TotalTaxAmt |
| Distributable Before Adj | $692,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $692,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $692,609 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $631,761 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $631,761 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $692,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $70,279 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $70,279 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $631,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $631,761 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $60,848 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $60,848 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,431 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,431 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,431 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES LAWRENCE | ContributingManagerNm |
| Contributing Manager | MARY LAWRENCE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MN FOUNDATION | |||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | LAWRENCE FUND | $150,000 |
| FOUNDATION OF AAO | |||||||
| PO BOX 51119 | LOS ANGELES | CA | 90051 | N/A | PC | IN SUPPOR OF PARKE CENTER | $100,000 |
| MINNESOTA ORCHESTRA | |||||||
| 1111 NICOLET MALL | MINNEAPOLIS | MN | 55403 | N/A | PC | MUSIC MOMENTS CAMPAIGN; FY24 GUARANTY FUND; SYMPHONY BALL, RIVER RHAPSODY | $78,625 |
| KENT SCHOOL | |||||||
| 1 MACEDONIA RD | KENT | CT | 06757 | N/A | PC | LFF/ANNUAL FUND; IN SUPPORT OF ANNUAL FUND FOR AFGHAN GIRLS | $58,000 |
| VOCAL ESSENCE | |||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL PROGRAM SUPPORT | $55,000 |
| GLOBAL MINNESOTA | |||||||
| 1901 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | N/A | PC | IN SUPPORT OF GLOBAL MN; PRESIDENT'S CIRCLE 2024 MEMBERSHIP; COME SAIL AWAY 2024 GALA--SILVER SPONSOR | $40,000 |
| YALE ALUMNI ASSOCIATION | |||||||
| 1818 KENWOOD PARKWAY | MINNEAPOLIS | MN | 55415 | N/A | PC | SUPPORT OF PUBLIC HEALTH EVENTS | $10,500 |
| YALE COLLEGE | |||||||
| PO BOX 205 | NEW HAVEN | CT | 06501 | N/A | PC | GENERAL PROGRAM SUPPORT; CLASS DUES 2023-2024 | $10,250 |
| PLANNED PARENTHOOD NORTH CENTRAL STATES | |||||||
| 671 VANDALIA STREET | ST PAUL | MN | 55114 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| PROOF ALLIANCE | |||||||
| 2233 UNIVERSITY AVE W | ST PAUL | MN | 55114 | N/A | PC | GALA VISIONARY SPONSOR | $10,000 |
| VIBRANT & SAFE DOWNTOWN | |||||||
| 91 S 9TH ST STE 260 | MINNEAPOLIS | MN | 55402 | N/A | PC | IN SUPPORT OF DOWNTOWN COUNCIL | $10,000 |
| BROWN UNIVERSITY | |||||||
| PO BOX 1877 | PROVIDENCE | RI | 02912 | N/A | PC | GENERAL PROGRAM SUPPORT | $7,000 |
| HARLEM LACROSSE | |||||||
| 8 WEST 126TH ST 3RD FLOOR | NEW YORK | NY | 10027 | N/A | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| JDRF- MN & DAKOTAS CHAPTERS | |||||||
| PO BOX 5049 | HAGERSTOWN | MD | 21741 | N/A | PC | JOYFUL FOR JOHNSONS TYPE-1 DIABETES | $5,000 |
| FOUNDATION OF THE MINNESOTA ACADEMY OF OPHTHALMOLOGY | |||||||
| 5865 NEAL AVENUE NORTH NO 217 | STILLWATER | MN | 55082 | N/A | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| SALVATION ARMY | |||||||
| 2445 PRIOR AVE N | ROSEVILLE | MN | 55113 | N/A | PC | HOLIDAY HELP WITH DINNERS | $5,000 |
| SHAKESPEARE FOLGER GALA | |||||||
| 201 EAST CAPITOL ST SE | WASHINGTON | DC | 20003 | N/A | PC | IN SUPPORT OF FOLGER GALA/SHAKESPEARE LIBRARY | $5,000 |
| THE LAWRENCEVILLE FUND | |||||||
| 2500 MAIN ST | LAWRENCEVILLE | NJ | 08648 | N/A | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| A LEGACY OF LEADERSHIP | |||||||
| 4541 EAST LAKE HARRIET PARKWAY | MINNEAPOLIS | MN | 55419 | N/A | PC | IN HONOR OF JIM RAMSTAD | $1,000 |
| EAST LAKE HARRIET NEIGHBORHOOD ASSOCIATION | |||||||
| PO BOX 25952 | MINNEAPOLIS | MN | 55409 | N/A | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| JE FELLOWS FUND | |||||||
| 3H | NEW YORK | NY | 10011 | N/A | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| ONE VILLAGE PARTNERS | |||||||
| PO BOX 26055 | MINNEAPOLIS | MN | 55426 | N/A | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $570,375 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $484,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,382,587 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,866,782 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,866,782 | 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 | $5,408 | Amt |
| Net Investment Income | $2,704 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,704 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP INC | $30,129 | $30,129 |
| GOLDMAN SACHS GROUP INC/THE | $201,110 | $201,110 |
| INTEL CORP | $100,019 | $100,019 |
| LOWE'S COS INC | $299,589 | $299,589 |
| MANUFACTURERS & TRADERS TRUST CO | $250,745 | $250,745 |
| MORGAN STANLEY | $30,074 | $30,074 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LYONDELLBASELL | $225,781 | $225,781 |
| AMERICAN ELECTRIC POWER CO | $123,127 | $123,127 |
| AMGEN INC | $114,682 | $114,682 |
| ANHEUSER BUSCH INVEV SA SPON | $138,944 | $138,944 |
| BERKSHIRE HATHAWAY | $289,193 | $289,193 |
| FIRSTENERGY CORP | $194,922 | $194,922 |
| HCA HEALTHCARE | $81,341 | $81,341 |
| HOME DEPOT | $167,266 | $167,266 |
| INVESCO S&P 500 EQUAL WEIGHT E | $1,156,518 | $1,156,518 |
| INVESCO S&P 500 TOP 50 ETF | $172,362 | $172,362 |
| ISHARES0-5 HY CORP | $222,041 | $222,041 |
| ISHARES MSCI INTL VALUE FACTOR | $743,925 | $743,925 |
| ISHARES MSCI UNITED KINGDOM ET | $360,730 | $360,730 |
| JP MORGAN | $202,555 | $202,555 |
| NEXTERA ENERGY INC | $150,549 | $150,549 |
| NOVARTIS AG ADR | $140,126 | $140,126 |
| PARKER HANNIFIN CORP | $149,467 | $149,467 |
| PFIZER INC | $82,376 | $82,376 |
| UNITEDHEALTH GP INC | $139,111 | $139,111 |
| WALMART INC | $114,473 | $114,473 |
| WALT DISNEY CO HLDG CO | $177,603 | $177,603 |
| SPDR PORT S&P 500 HIGH DIV ETF | $844,607 | $844,607 |
| SPDR PORT S&P 500 ETF | $809,838 | $809,838 |
| VANGUARD MEGA CAP | $725,727 | $725,727 |
| VANGUARD MIDCAP GROWTH ETF | $468,169 | $468,169 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,500,502 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,500,502 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN / LOSS | Desc |
| Amt | $133,718 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODY FEES | CategoryTxt |
| Amt | $89,681 | Amt |
| Net Investment Income | $89,681 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $89,586 | $0 | $0 |
| FOREIGN TAXES | $1,526 | $1,526 | $0 |
Comments