LENFESTEY FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LENFESTEY FAMILY FOUNDATION INC (EIN 39-1748548)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-20
- IRS object ID
- 201931409349100318
- 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
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-20T13:16:41-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543053819 | 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 | 391748548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENFESTEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PRIVATE PHILANTHROPY SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENF | BusinessNameControlTxt |
| Phone | 9204367800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 RIVERSIDE DRIVE | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES LENFESTEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204367800 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE R MULLOY | PreparerPersonNm |
| PTIN | P01241748 | PTIN |
| Phone | 9204367800 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.142.163.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 08:18:20 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5A9AB59DCB5716D5F0BD914F6F6658F6367813C3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 82166F02012F771110857B3F6251B165C9B62EDD | 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 | $2,480,837 | 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 | $1,780 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,780 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $334,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,647,993 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $334,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $363,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $363,756 | 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 | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,301 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,151 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,316 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,318 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,344 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,344 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $218,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $352,415 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $472,432 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,068 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,068 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,863,586 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,399,950 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,324,769 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,336,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,556,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,480,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,336,018 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,556,018 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,336,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,556,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,336,018 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,556,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,336,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $218,846 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,154 | OtherIncreasesAmt |
| Subtotal | $2,556,018 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,556,018 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,637,494 | $1,313,463 | $324,031 | $324,031 | |
| CAPITAL GAINS DIVIDENDS | $10,499 | $10,499 | $10,499 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $334,530 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $119,077 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,542,950 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046826 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $117,512 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,327,293 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050493 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $119,454 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,414,768 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049468 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $92,046 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,401,113 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038335 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $83,306 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,122,405 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039251 | DistributionYr5Rt |
| Total Distribution | 0.224373 | TotalDistributionRt |
| Average Distribution | 0.044875 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,647,721 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $118,816 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,524 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,340 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $132,344 | 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 | $3,524 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,524 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,524 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,124 | 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 | WI | 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 |
| Individual With Books | JIM LENFESTEY | IndividualWithBooksNm |
| Phone | 6127307435 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1833 GIRARD AVE S | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55403 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES LENFESTEY | ||||||||
| 1833 GIRARD AVE S | MINNEAPOLIS | MN | 55403 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SUSAN LENFESTEY | ||||||||
| 1833 GIRARD AVE S | MINNEAPOLIS | MN | 55403 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DORA LENFESTEY | ||||||||
| 4112 LINDEN AVENUE N | SEATTLE | WA | 98103 | VP/SEC | 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 | $2,025,948 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $662,094 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,688,042 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,688,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,647,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,524 | TotalTaxAmt |
| Distributable Before Adj | $128,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,344 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $132,344 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,524 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $128,820 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,023 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $132,344 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,023 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,321 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,541 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRIVATE PHILANTHROPY SERVICES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 W 48TH ST | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6128251050 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350 ORG | ||||||||
| 20 JAY STREET STE 732 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL CHARITABLE OPERATIONS - REDUCE IMPACT OF GLOBAL WARMING | $1,000 | |
| ACHIEVE MINNEAPOLIS | ||||||||
| 111 THIRD AVE SO SUITE 5 | MINNEAPOLIS | MN | 55401 | N/A | PC | GENERAL CHARITABLE OPERATIONS - CAREER & COLLEGE READINESS FOR KIDS | $2,000 | |
| ALLIANCE FOR SUSTAINABILITY | ||||||||
| 2801 21ST AVE SO SUIT 110 | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL CHARITABLE OPERATIONS - SUSTAINING PRODUCTION OF FOOD, FIBER AND FUEL | $1,000 | |
| ANDERSON CENTER | ||||||||
| 163 TOWER VIEW DRIVE | RED WING | MN | 55066 | N/A | PC | GENERAL CHARITABLE OPERATIONS-ARTISTIC LEADERSHIP, PROGRAM DEVELOPMENT AND SUPPORT OF ALL ARTISTS | $5,000 | |
| BLACK MESA TRUST | ||||||||
| PO BOX 33 | KYKOTSMOVI | AR | 86039 | N/A | PC | GENERAL CHARITABLE OPERATIONS - SUPPORT OF THE BLACK MESA ECOSYSTEM. | $2,000 | |
| CITIZENS' CLIMATE EDUCATION | ||||||||
| 1330 ORANGE AVE 309 | CORONADO | CA | 92118 | N/A | PC | CITIZENS CLIMATE EDUCATION | $1,000 | |
| COFFEE HOUSE PRESS | ||||||||
| 79 13TH AVE SO SUITE 110 | MINNEAPOLIS | MN | 55413 | N/A | PC | GENERAL CHARITABLE OPERATIONS - SUPPORT FOR THE NON-PROFIT LITERARY PUBLISHINGS OF BOOKS | $1,000 | |
| CONGREGATIONS CARING FOR CREATION DBA MINNESOTA INTERFAITH POWER AND LIGHT | ||||||||
| 3333 N 4TH STREET | MINNEAPOLIS | MN | 55412 | N/A | PC | GENERAL CHARITABLE OPERATIONS - FINDING RENEWABLE ENERGY SOURCES | $1,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | N/A | PC | TO FUND CHARITABLE OBJECTIVES OF CHARITY IN PROVIDING MEDICAL CARE TO THOSE IN CRISIS. | $1,000 | |
| ECONOMIC OPPORTUNITY INSTITUTE | ||||||||
| 603 STEWART STREET STE 715 | SEATTLE | WA | 98101 | N/A | PC | GENERAL CHARITABLE OPERATIONS - TO HELP CREATE POLICIES THAT BUILD LONG-TERM ECONOMIC SECURITY AND ENSURE PROSPERITY FOR MIDDLE CLASS IN WASHINGTON STATE. | $3,500 | |
| ERNEST C OBERHOLTZER FOUNDATION | ||||||||
| 818 THIRD AVE 305 | EXELSIOR | MN | 55331 | N/A | POF | GENERAL CHARITABLE OPERATIONS - PRESERVATION OF NORTH WOODS RETREAT | $1,000 | |
| FRESH ENERGY | ||||||||
| 408 ST PETER STREET SUITE 220 | ST PAUL | MN | 551021125 | N/A | PC | PROMOTION OF A CLEAN ENERGY ECONOMY | $2,000 | |
| GRAYWOLF PRESS | ||||||||
| 250 THIRD AVE N SUITE 600 | MINNEAPOLIS | MN | 55401 | N/A | PC | NON-PROFIT PUBLISHING OF POETRY, FICTION, NONFICTION AND OTHER WORKS | $1,000 | |
| GUTHRIE THEATER FOUNDATION | ||||||||
| 818 S 2ND ST | MINNEAPOLIS | MN | 55415 | N/A | PC | PROMOTION OF THE THEATER PERFORMANCES | $3,000 | |
| KAPKA COOPERATIVE SCHOOL | ||||||||
| 510 N 49TH ST | SEATTLE | WA | 98103 | N/A | PC | FOSTER ELEMENTARY EDUCATION | $1,500 | |
| LEAGUE OF WOMEN VOTERS OF SEATTLE EDUCATION FUND | ||||||||
| 1620 18TH AVENUE STE 101 | SEATTLE | WA | 981227007 | N/A | PC | EDUCATION FUND FOR KING COUNTY | $2,500 | |
| LENSIC PERFORMING ARTS CENTER | ||||||||
| 211 W SAN FRANCISCO ST | SANTE FE | NM | 87501 | N/A | PC | PROMOTION OF THE THEATER | $2,125 | |
| LITTLE STONE CHURCH - UNION CONGREGATIONAL CHURCH | ||||||||
| 1590 CADOTTE AVENUE | MACKINAC ISLAND | MI | 49757 | N/A | PC | WORSHIP SERVICES | $1,000 | |
| MACKINAC ISLAND COMMUNITY FOUNDATION | ||||||||
| PO BOX 1933 | MACKINAC ISLAND | MI | 49757 | N/A | PC | GENERAL WELFARE OF THE ISLAND COMMUNITY | $1,000 | |
| MILKWEED EDITIONS | ||||||||
| 1011 WASHINGTON AVE SO | MINNEAPOLIS | MN | 55411 | N/A | PC | PROVIDE SUPPORT FOR BOOK PUBLISHING | $1,500 | |
| MINNESOTA CENTER FOR BOOK ARTS | ||||||||
| 1011 WASHINGTON AVE S SUITE 100 | MINNEAPOLIS | MN | 55415 | N/A | PC | GENERAL OPERATIONS SUPPORT FOR THE PRESERVATION OF TRADITIONAL CRAFTS OF PRINT, PAPER AND BOOK | $2,000 | |
| MINNESOTA PUBLIC RADIO DEVELOPMENT | ||||||||
| PO BOX 65856 | ST PAUL | MN | 551650856 | N/A | PC | PROVIDE ASSISTANCE IN LIVE RADIO PRODUCTION | $500 | |
| MINNPOST | ||||||||
| 900 6TH AVE SE SUITE 220 | MINNEAPOLIS | MN | 55414 | N/A | PC | TO PROMOTE HIGH QUALITY JOURNALISM | $500 | |
| MIXED BLOOD THEATER | ||||||||
| 1501 S 4TH ST | MINNEAPOLIS | MN | 55454 | N/A | PC | PROMOTION OF THE THEATER | $1,000 | |
| MN350 | ||||||||
| 2104 STEVENS AVENUE S | MINNEAPOLIS | MN | 55404 | N/A | PC | PROMOTION OF CLEAN ENERGY FUTURE | $1,000 | |
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | PROVIDE ASSISTANCE FOR AQUARIUM OPERATIONS | $2,500 | |
| OPEN EYE THEATRE CO | ||||||||
| 506 EAST 24TH STREET | MINNEAPOLIS | MN | 55404 | N/A | PC | IN SUPPORT OF THE THEATER'S OPERATIONS | $500 | |
| PAGE EDUCATION FOUNDATION | ||||||||
| PO BOX 581254 | MINNEAPOLIS | MN | 55458 | N/A | PC | IN MEMORY OF DIANE SIMS PAGE | $5,000 | |
| PENUMBRA THEATER | ||||||||
| 270 KENT STREET | ST PAUL | MN | 55102 | N/A | PC | PROMOTION OF THE THEATER | $1,000 | |
| PLOUGHSHARES FUND | ||||||||
| FORT MASON CENTER B-330 | SAN FRANCISCO | CA | 94123 | N/A | PC | TO PROVIDE FUNDS IN SUPPORT OF THE PREVENTION AND SPREAD OF NUCLEAR WEAPONS | $1,000 | |
| PLYMOUTH CONGREGATIONAL CHURCH | ||||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | PROMOTION OF THE CHRISTIAN FAITH | $5,000 | |
| PROJECT SUCCESS | ||||||||
| ONE GROVELAND TERRACE SUITE 300 | MINNEAPOLIS | MN | 55403 | N/A | PC | SUPPORT OF THE MISSION TO PROVIDE CHILDREN WITH INSPIRATION TO ACHIEVE THEIR GOALS | $1,000 | |
| RAIN TAXI REVIEW OF BOOKS | ||||||||
| PO BOX 3840 | MINNEAPOLIS | MN | 55403 | N/A | PC | REVIEW OF BOOKS | $1,000 | |
| RED DRAGONFLY PRESS | ||||||||
| 307 OXFORD ST | NORTHFIELD | MN | 55057 | N/A | PC | PUBLISHING OF MODERN POETRY | $1,500 | |
| SAVE OUR SHORES | ||||||||
| 345 LAKE AVENUE STE A | SANTA CRUZ | CA | 95062 | N/A | PC | MARINE CONSERVATION | $500 | |
| SPRINGBOARD FOR THE ARTS | ||||||||
| 308 PRINCE ST SUITE 270 | ST PAUL | MN | 551011437 | N/A | PC | SUPPORT FOR THE ARTS | $1,000 | |
| THE CIRCLE | ||||||||
| PO BOX 6026 | MINNEAPOLIS | MN | 55406 | N/A | PC | GENERAL CHARITABLE OPERATIONS-SUPPORT OF NATIVE AMERICAN NEWS AND ARTS | $1,000 | |
| THE LOFT LITERARY CENTER | ||||||||
| 1011 WASHINGTON AVE S SUITE 200 | MINNEAPOLIS | MN | 55415 | N/A | PC | PROMOTION OF LITERARY CENTER | $4,000 | |
| THE WOMANS CLUB OF MINNEAPOLIS | ||||||||
| 410 OAK GROVE ST | MINNEAPOLIS | MN | 55403 | N/A | PC | PROVIDE COMMUNITY SUPPORT AND EDUCATION FOR THE CITY OF MINNEAPOLIS | $1,300 | |
| TREE TRUST | ||||||||
| 2350 WYCLIFF ST SUITE 200 | ST PAUL | MN | 55114 | N/A | PC | PROMOTE AND PROTECT THE ENVIRONMENT | $500 | |
| UNIVERSITY OF MN FOUNDATION | ||||||||
| 309 19TH AVENUE SOUTH | MINNEAPOLIS | MN | 55455 | N/A | PC | UNIVERSITY LIBRARY FUND | $2,000 | |
| WATCH | ||||||||
| 608 2ND AVE SO NORTHSTAR EAST SUITE | MINNEAPOLIS | MN | 55402 | N/A | PC | PROMOTE THE MISSION TO PROVIDE A MORE EFFECTIVE JUSTICE SYSTEM FOR HANDLING CASES OF VIOLENCE | $18,700 | 465 |
| ALLIANCE FOR THE GREAT LAKES | ||||||||
| 150 N MICHIGAN AVE STE 700 | CHICAGO | IL | 60601 | N/A | PC | PROTECTION OF THE GREAT LAKES | $1,000 | |
| THE BRIDGE FOR YOUTH | ||||||||
| 1111 W 22ND ST | MINNEAPOLIS | MN | 55405 | N/A | PC | SUPPORT AND PROVIDE SERVICES FOR HOMELESS YOUTH IN MINNESOTA | $1,000 | |
| CHILDREN'S THEATER COMPANY | ||||||||
| 2400 3RD AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | SUPPORT OF THE THEATRE | $1,000 | |
| CONGREGATIONAL CHURCH OF SOQUEL | ||||||||
| 4951 SOQUEL DR | SOQUEL | CA | 95073 | N/A | PC | 150 YEAR CELEBRATION CAMPAIGN AND OTHER SERVICE AND MINISTRY NEEDS | $4,500 | |
| CLIMATE GENERATION | ||||||||
| 2801 21ST AVE S STE 110 | MINNEAPOLIS | MN | 55407 | N/A | PC | SUPPORT FOR FINDING SOLUTIONS TO CLIMATE CHANGE | $1,000 | |
| FLOW FOR LOVE OF WATER | ||||||||
| 153 1/2 EE FRONT STREET | TRAVERSE CITY | MI | 49684 | N/A | PC | SAFEGUARD THE GREAT LAKES | $5,000 | |
| FORESTS FOR MONARCHS LA CRUZ | ||||||||
| 611 HIGH STREET | DEDHAM | MA | 02026 | N/A | PC | FOREST CONSERVATION TO PROTECT MONARCH BUTTERFLYS AND OTHER ENDEMIC SPECIES | $1,000 | |
| GREATER TWIN CITIES UNITED WAY | ||||||||
| 404 S 8TH ST | MINNEAPOLIS | MN | 55404 | N/A | PC | PROVIDE HEALTH, EDUCATION AND FINANCIAL STABILITY FOR PEOPLE IN THE COMMUNITY | $1,500 | |
| HONOR THE EARTH | ||||||||
| PO BOX 63 607 MAIN AVE | CALLAWAY | MN | 56521 | N/A | PC | PROTECTION OF THE EARTH AND ENVIRONMENT | $1,000 | |
| JUNGLE THEATER | ||||||||
| 2951 LYNDALE AVE S | MINNEAPOLIS | MN | 55408 | N/A | PC | PROMOTION OF THE THEATER | $500 | |
| LITTLEGLOBE PRODUCTIONS | ||||||||
| PO BOX 24213 | SANTE FE | NM | 87502 | N/A | PC | IN SUPPORT OF THE WORK WITH UNUM | $3,750 | |
| MICHILIMACKINAC HISTORICAL SOCIETY | ||||||||
| 334 N STATE ST | SAINT IGNACE | MI | 49781 | N/A | PC | IN SUPPORT OF THE MUSEUM | $5,000 | |
| MICROGRANTS | ||||||||
| 1035 EAST FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | N/A | PC | PROVIDE GRANTS FOR LOW-INCOME PEOPLE | $1,000 | |
| PLANNED PARENTHOOD MINNESOTA NORTH | ||||||||
| 91 VIKING DRIVE | ST PAUL | MN | 55117 | N/A | PC | IN SUPPORT OF THE MISSION TO PROVIDE BETTER HEALTH CARE FOR THE COMMUNITY | $2,000 | |
| PLYMOUTH CHRISTIAN YOUTH CENTER | ||||||||
| 2210 OLIVER AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | SUPPORT FOR CAPRI THEATER | $1,000 | |
| RAILYARD PARK CONSERVANCY | ||||||||
| 740 CERRILLOS RD | SANTE FE | NM | 87505 | N/A | PC | PRESERVATION OF THE RAILYARD PARK | $1,625 | |
| REFUGEE AND IMMIGRANT CENTER FOR EDUCATION AND LEGAL SERVICES | ||||||||
| 802 KENTUCKY AVE | SAN ANTONIO | TX | 78201 | N/A | PC | HELP FAMILIES WHO SEEK ASYLUM IN THE US. | $1,000 | |
| TEN THOUSAND THINGS THEATER | ||||||||
| 3153 36TH AVE | MINNEAPOLIS | MN | 55406 | N/A | PC | SUPPORT FOR THE THEATER | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,000 | 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 | $1,780 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 20 | ExclusionCd |
| Exclusion | $334,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $363,756 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $363,756 | 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 | $1,750 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GREEN CENTY FDS EQUITY FD | $828,540 | $793,585 |
| GREEN CENTY FDS MSCI INTL INDEX INSTITUTIONAL | $327,233 | $288,036 |
| VANGUARD LONG TERM BOND ETF | $133,920 | $133,015 |
| FEDERATED PRM VL OBLGTN SS | $1,110,257 | $1,110,133 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $14,415 | $7,207 | $7,208 |
| BANK FEE | $65 | $32 | $33 |
| FEE FOR CHECKS | $154 | $77 | $77 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST COST TO ACTUAL AT 12/31/18 | Desc |
| Amt | $1,154 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRIVATE PHILANTHROPY SERVICE | CategoryTxt |
| Amt | $6,301 | Amt |
| Net Investment Income | $3,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,151 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,225 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments