PATTERSON DENTAL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PATTERSON DENTAL FOUNDATION (EIN 74-3076772)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-08
- IRS object ID
- 201932209349100853
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-08T11:47:25-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463220328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKINS HENKE AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 INWOOD AVENUE NORTH SUITE 160 | AddressLine1Txt |
| City | OAKDALE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55128 | 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 | 743076772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATT | BusinessNameControlTxt |
| Phone | 6516861725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE HENRIQUES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6516861725 | PhoneNum |
| Signature | 2019-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA AKINS | PreparerPersonNm |
| PTIN | P00950359 | PTIN |
| Phone | 6516363806 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.244.196.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-14 | IPDt |
| IP Tm | 13:29:50 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 79AF3C7C33658DD9674DA075AC49983E8403CA2F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7F01F171401DE3E53274E3F0579634183BA085B6 | 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 | $20,764,471 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $222,909 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $606,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $606,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,163,411 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,885,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,163,411 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,992,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,769,471 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,596 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,809 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,787 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $187,131 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $168,371 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,760 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,953 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,478 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,697 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $258,158 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $174,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,244 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,438,879 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,483,324 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,697,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $174,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,529,568 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $295,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,595,291 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,678 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,020 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $15,927 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $500 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $39,393 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $15,427 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $15,427 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,450 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,080 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,080 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $23,385,136 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,663,359 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,663,359 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $46,285 | OtherAssetsBOYAmt |
| Other Assets EOY | $41,585 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $41,585 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,548,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,764,471 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,764,471 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $45,045 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $40,817 | AccountsPayableEOYAmt |
| Grants Payable BOY | $44,445 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $89,490 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,817 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $23,459,452 | UnrestrictedBOYAmt |
| Unrestricted EOY | $20,723,654 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,459,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,723,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,548,942 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,764,471 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,459,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $295,343 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,754,795 | SubtotalAmt |
| Other Decreases | $3,031,141 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,723,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WELLS FARGO INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $15,885,250 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,721,839 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,163,411 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,163,411 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,163,411 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,209,802 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,207,393 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054477 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,225,032 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,509,316 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059731 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,007,199 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,019,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047916 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $920,374 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,474,343 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044953 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $748,138 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,520,271 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040396 | DistributionYr5Rt |
| Total Distribution | 0.247473 | TotalDistributionRt |
| Average Distribution | 0.049495 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,903,885 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,133,628 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,953 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,149,581 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,529,568 | 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 | $15,953 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,953 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,953 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,447 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $518 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,965 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
| 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 | WWW.PATTERSONFOUNDATION.NET | WebsiteAddressTxt |
| Individual With Books | R STEPHEN ARMSTRONG | IndividualWithBooksNm |
| Phone | 6516861600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| R STEPHEN ARMSTRONG | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | TREASURER | 0.40 | $0 | $0 | $0 |
| RONALD E EZERSKI | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| GEORGE L HENRIQUES | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | PRESIDENT | 0.40 | $0 | $0 | $0 |
| LESLIE B KORSH | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | VICE PRESIDENT & SECRETARY | 0.40 | $0 | $0 | $0 |
| ELIZABETH DYGERT | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| MARK WALCHIRK | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| DALE A SPANN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| KEVIN POHLMAN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIT INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 IDS CENTER 80 SOUTH 8TH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $126,670 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $23,019,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,687 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $68,092 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,252,675 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,252,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $348,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,903,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,145,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,145,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,953 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,953 | TotalTaxAmt |
| Distributable Before Adj | $1,129,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,129,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,129,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,529,568 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,529,568 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,953 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,513,615 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,129,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $422,807 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,529,568 | QualifyingDistributionsAmt |
| Applied To Year1 | $422,807 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,106,761 | 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 | $22,480 | 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 | LINDSAY STEWART FOUNDATION MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6516861929 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE ALL ITEMS REQUESTED IN THE GRANT APPLICATION. GRANT APPLICATIONS CAN BE OBTAINED BY WRITING, EMAILING (INFORMATION@PATTERSONFOUNDATION.NET) OR CALLING (651) 686-1929. THE GRANT APPLICATION INCLUDES A BRIEF DESCRIPTION OF YOUR PROJECT AND STATEMENT OF NEED, SUMMARY OF THE ORGANIZATION, ITS MISSION AND GOALS, ORGANIZATION BUDGET, AND A PROJECT BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MOST APPLICATIONS THAT RECEIVE FUNDING REQUIRE 60 TO 140 DAYS FOR CONSIDERATION AND APPROVAL. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION FOCUSES ON PROVIDING GRANTS IN EDUCATION, HEALTH AND HUMAN SERVICES, AND EDUCATIONAL SCHOLARSHIPS. EDUCATION GRANTS ARE SUPPORT FOR EDUCATION IN THE FOUNDATION'S FOCUS AREAS OF ORAL HEALTH, ANIMAL HEALTH, AND OCCUPATIONAL AND PHYSICAL REHABILITATION. HEALTH AND HUMAN SERVICES GRANTS ASSIST PROGRAMS THAT BENEFIT ECONOMICALLY DISADVANTAGED PEOPLE OR YOUTH WITH SPECIAL NEEDS. EDUCATIONAL SCHOLARSHIPS ARE SUPPORT FOR DEPENDENTS OF PATTERSON COMPANIES, INC EMPLOYEES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS HEALTH INC - MUSKEGON VOLUNTEER DENTAL CARE | |||||||
| 1200 RANSOM | MUSKEGON | MI | 49442 | NONE | PUBLIC CHARITY | MUSKEGON VOLUNTEER FOR DENTAL CARE. | $2,500 |
| ADA JENKINS CENTER | |||||||
| PO BOX 1842 | DAVIDSON | NC | 28036 | NONE | PUBLIC CHARITY | MOBILE COMMUNITY DENTAL CLINIC. | $10,000 |
| AHEC WEST AREA HEALTH EDUCATION CENTER | |||||||
| 39 BALTIMORE STREET SUITE 201 | CUMBERLAND | MD | 21502 | NONE | PUBLIC CHARITY | WESTERN MARYLAND MISSION OF MERCY | $1,500 |
| AMERICA'S DENTIST CARE FOUNDATION | |||||||
| 9110 E 35TH ST N | WICHITA | KS | 67226 | NONE | PUBLIC CHARITY | INCREASED INVENTORY FOR EFFICIENCY IN ADCF EXPANSION | $40,000 |
| AMERICA'S VET DOGS - THE VETERAN'S K-9 CORPS | |||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11720 | NONE | PUBLIC CHARITY | AMERICA'S VETDOGS PRISON PUPPY PROGRAMS, TRANSPORT VEHICLE MODIFICATIONS, PURCHASE OF NEW TRAINING/TRANSPORT VEHICLE. | $108,889 |
| AMERICAN ACADEMY OF COSMETIC DENTISTRY CHARITABLE FOUNDATION | |||||||
| 402 WEST WILSON STREET | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GIVE BACK A SMILE. | $4,000 |
| ARLINGTON FREE CLINIC | |||||||
| 2921 11ST STREET SOUTH | ARLINGTON | VA | 22204 | NONE | PUBLIC CHARITY | INTEGRATING AND ADVANCING ORAL HEALTHCARE IN ARLINGTON FREE CLINIC'S PRIMARY CARE CLINIC. | $35,000 |
| BAXTER COMMUNITY CENTER | |||||||
| 935 BAXTER STREET SE | GRAND RAPIDS | MI | 49506 | NONE | PUBLIC CHARITY | BAXTER COMMUNITY CENT4ER DENTAL CLINIC | $5,000 |
| BODY OF CHRIST COMMUNITY CLINIC INC | |||||||
| 2608 N MAIN B269 | BELTON | TX | 76513 | NONE | PUBLIC CHARITY | DENTAL CARE FOR THE UNDERSERVED. | $5,000 |
| CALIFORNIA DENTAL ASSOCIATION FOUNDATION | |||||||
| 1201 K STREET 15TH FLOOR | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | CDC CARES ANAHEIM. | $5,000 |
| CAN DO CANINES | |||||||
| 9440 SCIENCE CENTER DRIVE | NEW HOPE | MN | 55428 | NONE | PUBLIC CHARITY | PURCHASE A VAN FOR TRANSPORT OF PUPPIES AND DOGS IN TRAINING. | $22,000 |
| CESC INC | |||||||
| 2650 MUNICIPAL WAY | TALLAHASSEE | FL | 32304 | NONE | PUBLIC CHARITY | CESC DENTAL OFFICE. | $5,000 |
| COLORADO MISSION OF MERCY | |||||||
| 712 NINTH STREET | PENROSE | CO | 81240 | NONE | PUBLIC CHARITY | 2018 GREELEY COMOM. | $3,750 |
| COMMUNITY VOLUNTEERS IN MEDICINE | |||||||
| 300B LAWRENCE DRIVE | WEST CHESTER | PA | 19380 | NONE | PUBLIC CHARITY | CVIM DENTAL PROGRAM. | $10,000 |
| CONEJO FREE CLINIC | |||||||
| 80 E HILLCREST DRIVE SUITE 102 | THOUSAND OAKS | CA | 91360 | NONE | PUBLIC CHARITY | RDA STAFFING FOR CONEJO FREE DENTAL CLINIC. | $5,000 |
| DENTAL LIFELINE NETWORK | |||||||
| 1800 15TH STREET SUITE 100 | DENVER | CO | 80202 | NONE | PUBLIC CHARITY | NATIONAL DONATED DENTAL SERVICES PROGRAM. | $92,727 |
| DOGS FOR DIABETICS INC | |||||||
| 1647 WILLOW PASS ROAD 157 | CONCORD | CA | 94520 | NONE | PUBLIC CHARITY | DOG WASH FOR MEDICAL-ALERT ASSISTANCE DOGS. | $7,500 |
| EVANSVILLE CHRISTIAN LIFE CENTER INC | |||||||
| 509 SOUTH KENTUCKY AVENUE | EVANSVILLE | IN | 47714 | NONE | PUBLIC CHARITY | ECHC DENTAL CARE. | $5,000 |
| EXALTA HEALTH | |||||||
| 2060 DIVISION SOUTH | GRAND RAPIDS | MI | 49507 | NONE | PUBLIC CHARITY | STAFFING FOR PEDIATRIC DENTAL INITIATIVE. | $10,000 |
| FAUQUIER FREE CLINIC | |||||||
| 35 ROCK POINTE LANE | WARRENTON | VA | 20186 | NONE | PUBLIC CHARITY | FAUQUIER FREE CLINIC DENTAL ASSISTANCE EXPANSION. | $3,000 |
| FREE CLINIC OF SOUTHWEST WASHINGTON | |||||||
| 4100 PLOMONDON STREET | VANCOUVER | WA | 98661 | NONE | PUBLIC CHARITY | ORAL HEALTH SERVICES FOR UNINSURED ADULTS. | $5,000 |
| FREEDOM SERVICE DOGS INC | |||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | NONE | PUBLIC CHARITY | FREEDOM SERVICE DOGS ACCESSIBILITY PROJECT. | $23,680 |
| GEORGIA DENTAL ASSOCIATION FOUNDATION FOR ORAL HEALTH | |||||||
| 7000 PEACHTREE-DUNWOODY ROAD | ATLANTA | GA | 30328 | NONE | PUBLIC CHARITY | GEORGIA MISSION OF MERCY. | $5,000 |
| GOOD SAMARITAN CARE CLINIC OF PASCO | |||||||
| 5334 ASPEN STREET | NEW PORT RICHEY | FL | 34652 | NONE | PUBLIC CHARITY | GSHC DENTAL CLINIC. | $3,200 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NONE | PUBLIC CHARITY | GUIDE DOG MOBILITY INSTRUCTOR APPRENTICE TRAINING PROGRAM. | $10,000 |
| HOLLAND FREE HEALTH CLINIC | |||||||
| 99 W 26TH STREET | HOLLAND | MI | 49423 | NONE | PUBLIC CHARITY | PROVIDING COMPREHENSIVE DENTAL CARE TO THE LOCAL UNDERSERVED. | $10,000 |
| HOPE DENTAL CLINIC | |||||||
| 800 MINNEHAHA AVENUE EAST 465 | ST PAUL | MN | 55106 | NONE | PUBLIC CHARITY | HOPE DENTAL CLINIC. | $60,000 |
| ILLINOIS STATE DENTAL SOCIETY FOUNDATION | |||||||
| PO BOX 217 | SPRINGFIELD | IL | 62705 | NONE | PUBLIC CHARITY | 2018 ILLINOIS MISSION OF MERCY. | $5,000 |
| INTERNATIONAL GUIDING EYES INC DBA GUIDE DOGS FO AMERICA | |||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | NONE | PUBLIC CHARITY | TECHNOLOGY EQUIPMENT UPGRADE TO EXPAND CAPACITY OF GUIDE DOG TRAINING PROGRAM. | $5,034 |
| KIDSMILES PEDIATRIC DENTAL CLINIC | |||||||
| 770 BETHEL ROAD | COLUMBUS | OH | 43214 | NONE | PUBLIC CHARITY | KIDSSMILES DENTAL ASSISTANT SALARY AND VOLUNTEER DATABASE. | $7,000 |
| LOVE IN ACTION OF THE TRI-CITIES | |||||||
| 326 N FERRY STREET | GRAND HAVEN | MI | 49417 | NONE | PUBLIC CHARITY | EDUCATION FOR INCREASED RESTORATIVE AND EMERGENCY CARE REACH. | $4,700 |
| MATTHEW 25 INC | |||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | FREE DENTAL CARE FOR THE UNDERSERVED. | $5,000 |
| MINNESOTA DENTAL FOUNDATION | |||||||
| 1335 INDUSTRIAL BLVD | MINNEAPOLIS | MN | 55413 | NONE | PUBLIC CHARITY | MN MOM 2018. | $5,000 |
| NEIGHBORHOOD HEALTH CLINIC | |||||||
| 121 GOODLETTE ROAD | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | DENTAL ACCESS EXPANSION. | $35,000 |
| NORTH DAKOTA DENTAL FOUNDATION | |||||||
| 4141 28TH AVENUE S | FARGO | ND | 58104 | NONE | PUBLIC CHARITY | NORTH DAKOTA MISSION OF MERCY. | $5,000 |
| OASIS FREE CLINICS | |||||||
| 66 BARIBEAU DRIVE | BRUNSWICK | ME | 04011 | NONE | PUBLIC CHARITY | OASIS DENTAL CLINIC. | $5,000 |
| PRINCE OF PEACE LUTHERAN CHURCH | |||||||
| 13901 FAIRVIEW DRIVE | BURNSVILLE | MN | 55337 | NONE | PUBLIC CHARITY | MISSION OUTPOST DENTAL CLINIC. | $5,000 |
| REMOTE AREA MEDICAL | |||||||
| 2200 STOCK CREEK BLVD | ROCKFORD | TN | 37853 | NONE | PUBLIC CHARITY | FREE DENTAL CARE AT RAM MOBILIE MEDICAL CLINICS. | $5,000 |
| RHODE ISLAND ORAL HEALTH FOUNDATION | |||||||
| 201 A GRAVELLY HILL ROAD | WAKEFIELD | RI | 02879 | NONE | PUBLIC CHARITY | RHODE ISLAND MISSION OF MERCY. | $2,500 |
| SAMARITAN HOUSE COMMUNITY CENTER | |||||||
| PO BOX 939 | ROGERS | AR | 72757 | NONE | PUBLIC CHARITY | EMERGENCY DENTAL CARE PROGRAM. | $5,000 |
| SCHOLARSHIP AMERICA | |||||||
| ONE SCHOLARSHIP WAY PO BOX 297 | ST PETER | MN | 56082 | NONE | EXEMPT ORGANIZATION | SCHOLARSHIPS. | $606,324 |
| SEATTLE CENTER FOUNDATION | |||||||
| 305 HARRISON STREET | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | SEATTLE/KING COUNTY CLINIC. | $5,000 |
| SERVICE DOGS INC | |||||||
| 4925 BELL SPRINGS ROAD | DRIPPING SPRINGS | TX | 78620 | NONE | PUBLIC CHARITY | QUARANTINE KENNEL FOR SHELTER DOGS. | $30,000 |
| SOUTH BAY CHILDREN'S HEALTH CENTER | |||||||
| 410 CAMINO REAL | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | EXPANDING CAPACITY BY EMPOWERING THE FUTURE DENTAL WORKFORCE. | $9,520 |
| SOUTHERN MARYLAND MISSION OF MERCY INC | |||||||
| 28095 THREE NOTCH ROAD | MECHANICSVILLE | MD | 20659 | NONE | PUBLIC CHARITY | SOUTHERN MARYLAND MISSION OF MERCY 2018. | $3,750 |
| TEXAS DENTAL ASSOCIATION SMILES FOUNDATION | |||||||
| 1946 S IH-35 SUITE 300 | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | CORPUS CHRISTI TEXAS MISSION OF MERCY. | $1,500 |
| TRI-COUNTY DENTAL | |||||||
| 9 TRI-PARK WAY | APPLETON | WI | 54914 | NONE | PUBLIC CHARITY | TRI-COUNTY DENTAL & MARQUETTE UNIVERSITY SCHOOL OF DENTRISTRY COLLABORATION. | $10,000 |
| TRINITY FREE CLINIC | |||||||
| 1045 WEST 146TH STREET SUITE B | CARMEL | IN | 46032 | NONE | PUBLIC CHARITY | ORAL HEALTH FOR THE WORKING POOR OF HAMILTON COUNTY, INDIANA. | $10,000 |
| UNITED WAY OF CENTRAL MARYLAND | |||||||
| 100 S CHARLES STREET 5TH FLOOR | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | 2019 BALTIMORE MISSION OF MERCY AND HARFORD COUNTY PROJECT HOMELESS CONNECT. | $5,250 |
| WAUKESHA COUNTY COMMUNITY DENTAL CLINIC | |||||||
| 210 NW BARSTOW STREET SUITE 305 | WAUKESHA | WI | 53188 | NONE | PUBLIC CHARITY | INCREASING ACCESS TO AFFORDABLE DENTAL CARE FOR LOW INCOME PEOPLE IN SOUTHEASTERN WISCONSIN. | $35,000 |
| WEST VIRGINIA HEALTH RIGHT INC | |||||||
| 1520 WASHINGTON STREET EAST | CHARLESTON | WV | 25311 | NONE | PUBLIC CHARITY | IMPROVING ORAL HEALTH CARE IN APPALACHIA'S UNDERSERVED ADULTS. | $10,000 |
| WISCONSIN DENTAL ASSOCIATION FOUNDATION INC | |||||||
| 6737 W WASHINGTON STREET SUITE 2360 | WEST ALLIS | WI | 53214 | NONE | PUBLIC CHARITY | 2018 WISCONSIN MISSION OF MERCY. | $5,000 |
| OPERATION GRACE MN | |||||||
| 1769 LEXINGTON AVE N SUITE 204 | ROSEVILLE | MN | 55113 | NONE | PUBLIC CHARITY | LIL' FLOSSIE GOES TO SCHOOL 2018. | $160,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,483,324 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $606,060 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,163,411 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,769,471 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,769,471 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (16 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SIT INVESTMENTS | ||||||
| 1 | 3300 IDS CENTER 80 SOUTH 8TH STREET | MINNEAPOLIS | MN | 55402 | $19,623 | Yes (X) |
| ACTEON NORTH AMERICA | ||||||
| 2 | 124 GAITHER DRIVE SUITE 140 | MOUNT LAUREL | NJ | 08054 | $10,000 | Yes (X) |
| SEPTODONT | ||||||
| 3 | 205 GRANITE RUN DRIVE SUITE 150 | LANCASTER | PA | 17601 | $10,000 | Yes (X) |
| VEDCO INC | ||||||
| 4 | 5503 CORPORATE DRIVE | ST JOSEPH | MO | 64507 | $7,500 | Yes (X) |
| IVOCLAR VIVADENT INC | ||||||
| 5 | 175 PINEVIEW DRIVE | AMHERST | NY | 14228 | $15,000 | Yes (X) |
| MIDMARK CORPORATION | ||||||
| 6 | 60 VISTA DRIVE PO BOX 286 | VERSAILLES | OH | 45380 | $10,000 | Yes (X) |
| CLIPPER DISTRIBUTING COMPANY LLC | ||||||
| 7 | 1302 S 59TH STREET | ST JOSEPH | MO | 64507 | $5,000 | Yes (X) |
| SCICAN | ||||||
| 8 | 701 TECHNOLOGY DRIVE | CANONSBURG | PA | 15317 | $10,000 | Yes (X) |
| HU-FRIEDY | ||||||
| 9 | 3232 N ROCKWELL STREET | CHICAGO | IL | 60618 | $10,410 | Yes (X) |
| A-DEC INC | ||||||
| 10 | 2601 CRESTVIEW DRIVE | NEWBERG | OR | 97132 | $10,000 | Yes (X) |
| GEORGE HENRIQUES | ||||||
| 11 | 1031 MENDOTA HEIGHTS ROAD | MENDOTA HEIGHTS | MN | 55120 | $6,000 | Yes (X) |
| MARK WALCHIRK | ||||||
| 12 | 1031 MENDOTA HEIGHTS ROAD | MENDOTA HEIGHTS | MN | 55120 | $11,250 | Yes (X) |
| SUSAN GRELLING | ||||||
| 13 | 1031 MENDOTA HEIGHTS ROAD | MENDOTA HEIGHTS | MN | 55120 | $10,250 | Yes (X) |
| YOUNG INNOVATIONS | ||||||
| 14 | 2260 WENDT STREET | ALGONQUIN | IL | 60102 | $10,000 | Yes (X) |
| KAVO DENTAL TECHNOLOGIES | ||||||
| 15 | 11727 FRUEHAUF DRIVE | CHARLOTTE | NC | 28273 | $20,000 | Yes (X) |
| DENTSPLY INTERNATIONAL INC | ||||||
| 16 | 570 W COLLEGE AVENUE | YORK | PA | 17401 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDITING | CategoryTxt |
| Amt | $16,596 | Amt |
| Net Investment Income | $5,809 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,787 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET FUNDS | FMV | $295,076 | $295,076 |
| EQUITIES | FMV | $14,435,109 | $14,435,109 |
| BONDS AND NOTES | FMV | $3,590,498 | $3,590,498 |
| POOLED, COMMON AND COLLECTIVE FUNDS | FMV | $2,342,676 | $2,342,676 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $39,838 | $41,585 | $41,585 |
| EXCISE TAX REFUND | $6,447 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSSES | Desc |
| Amt | $3,031,141 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $12,885 | $0 | $0 | $12,885 |
| UNCOLLECTIBLE PROMISES TO GIVE | $21,781 | $0 | $0 | $0 |
| GRANTS MANAGEMENT SOFTWARE | $3,812 | $0 | $0 | $3,812 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $168,371 | $168,371 | $0 | $0 |
| SCHOLARSHIP FEES | $18,760 | $0 | $0 | $18,760 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $15,953 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments