CUMMINS FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CUMMINS FAMILY FOUNDATION (EIN 41-1920226)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-01-24
IRS object ID
201940249349100354
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-01-24T13:27:30-06:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411920226EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CUMMINS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCUMMBusinessNameControlTxt
Phone6124756676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 CARLSON PARKWAY NO 375AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554474446ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT CUMMINSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6124756676PhoneNum
Signature2019-01-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTYLER HESSPreparerPersonNm
PTINP00699785PTIN
Phone6123764500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-01-24IPDt
IP Tm10:03:36IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id487AB1A67A5D20F4613B23BD8ED7DDEFEAED86AAAtSubmissionCreationDeviceId
At Submission Filing Device Id06C6282D018575128FE0891D0F3A4E057D2D2323AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,713,042FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,098,932ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$406,914DividendsRevAndExpnssAmt
Dividends Net Invst Incm$406,914DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,505,846TotalRevAndExpnssAmt
Total Net Invst Incm$406,914TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,980OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,980OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,005TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,980TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,005TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,980TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,500,841ExcessRevenueOverExpensesAmt
Net Investment Income$401,934NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,653,156CashBOYAmt
Cash EOY$915,945CashEOYAmt
Cash EOYFMV$915,945CashEOYFMVAmt
US Government Obligations BOY$20,160,612USGovernmentObligationsBOYAmt
US Government Obligations EOY$29,049,705USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$29,335,937USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,907,892CorporateStockBOYAmt
Corporate Stock EOY$6,256,824CorporateStockEOYAmt
Corporate Stock EOYFMV$7,783,397CorporateStockEOYFMVAmt
Corporate Bonds BOY$99,812CorporateBondsBOYAmt
Corporate Bonds EOY$99,812CorporateBondsEOYAmt
Corporate Bonds EOYFMV$88,246CorporateBondsEOYFMVAmt
Other Investments BOY$1,416,656OtherInvestmentsBOYAmt
Other Investments EOY$1,416,656OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,589,517OtherInvestmentsEOYFMVAmt
Total Assets BOY$33,238,128TotalAssetsBOYAmt
Total Assets EOY$37,738,942TotalAssetsEOYAmt
Total Assets EOYFMV$40,713,042TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$33,238,128CapitalStockBOYAmt
Capital Stock EOY$37,738,942CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$33,238,128TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,738,942TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,238,128TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,738,942TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,238,128TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,500,841ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$37,738,969SubtotalAmt
Other Decreases$27OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,738,942TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,400,104AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$34,110,931NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.099678DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,601,950AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$34,008,940NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047104DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,651,930AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$33,166,722NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049807DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,451,930AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$31,050,390NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046760DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,251,920AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$29,265,287NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042778DistributionYr5Rt
Total Distribution0.286127TotalDistributionRt
Average Distribution0.057225AverageDistributionRt
Net Vl Noncharitable Assets$38,477,366NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,201,867AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,019NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,205,886AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,039InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,039SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,039TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,444EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,444TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$4,595TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksROBERT CUMMINSIndividualWithBooksNm
Phone7634756676PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 CARLSON PARKWAY SUITE 375AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55447ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT CUMMINS
2 CARLSON PARKWAY SUITE 375PLYMOUTHMN55447PRESIDENT0.25$0$0$0
JOAN CUMMINS
2 CARLSON PARKWAY SUITE 375PLYMOUTHMN55447TREASURER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$33,311,889AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,751,427AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$39,063,316TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$39,063,316AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$585,950CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,477,366NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,923,868MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,923,868MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,039TaxBasedOnInvestmentIncomeAmt
Total Tax$8,039TotalTaxAmt
Distributable Before Adj$1,915,829DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,915,829DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,915,829DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$25QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$25AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,915,829DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$63,951ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$63,951TotalExcessDistributionCyovAmt
Qualifying Distributions$25QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$63,951ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$63,951ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,851,853UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT CUMMINSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$406,914ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$406,914ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$406,914TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT AND JOAN CUMMINSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12 CARLSON PARKWAYAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55447ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,098,932TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property9,775 SHARES 3M COMPANY STOCKNoncashPropertyDesc
Fair Market Value$2,348,932FairMarketValueAmt
Received2017-12-07ReceivedDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPIMCO TOTAL RETURN FUND (8,904.72 SH)BondNm
EOY Book Value$99,812EOYBookValueAmt
EOYFMV$88,246EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MCDONALDS CORP (13,475 SH)$1,288,412$2,254,233
CAL-MAINE FOODS INC (16,768 SH)$660,324$809,894
COCA COLA CO. (31,270 SH)$1,278,005$1,444,361
AMERICAN STATES WATER CO (19,876 SH)$681,151$1,215,219
3M COMPANY$2,348,932$2,059,690

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$29,049,705USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$29,335,937USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemISHARE SP500 BAR GROWTHCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,416,656BookValueAmt
EOYFMV$2,589,517EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$27Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE OF MN FILING FEEDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEECategoryTxt
Amt$4,980Amt
Net Investment Income$4,980NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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