JOE MAUER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JOE MAUER FOUNDATION (EIN 45-3843417)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201941359349103434
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T13:59:10-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453843417EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOE MAUER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOEMBusinessNameControlTxt
Phone9493008035PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1DESGUINCPA 15176 NW 100TH AVE RDAddressLine1Txt
CityREDDICKCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32686ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH P MAUERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-05-15SignatureDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,076,073FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$492,786ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,026InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,026InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$9,026InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,222DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,222DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,222DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$188,297NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$864,601GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$188,297CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$693,331TotalRevAndExpnssAmt
Total Net Invst Incm$200,545TotalNetInvstIncmAmt
Total Adj Net Incm$12,248TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$111OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$111OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$111OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$111TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$111TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$111TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,249ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,249ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,360TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$111TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,360TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$636,971ExcessRevenueOverExpensesAmt
Net Investment Income$200,434NetInvestmentIncomeAmt
Adjusted Net Income$12,248AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$556,989CashBOYAmt
Cash EOY$1,076,073CashEOYAmt
Cash EOYFMV$1,076,073CashEOYFMVAmt
Corporate Stock BOY$121,252CorporateStockBOYAmt
Total Assets BOY$678,241TotalAssetsBOYAmt
Total Assets EOY$1,076,073TotalAssetsEOYAmt
Total Assets EOYFMV$1,076,073TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$678,241UnrestrictedBOYAmt
Unrestricted EOY$1,076,073UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$678,241TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,076,073TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$678,241TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,076,073TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$678,241TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$636,971ExcessRevenueOverExpensesAmt
Subtotal$1,315,212SubtotalAmt
Other Decreases$239,139OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,076,073TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS MORGAN STANLEY #134466P2017-12-012018-12-31$664,601$476,304$188,297$188,297
VARIOUS MORGAN STANLEY #134466P2017-12-012018-12-31$200,000$200,000
FieldValueIRS element (for citing)
Capital Gain Net Income$188,297CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$56,157AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$698,045NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.08045DistributionYr1Rt
Adjusted Qlfy Distri Yr2$123,112AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$776,762NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.15849DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,342AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$855,739NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03312DistributionYr3Rt
Adjusted Qlfy Distri Yr4$183,085AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$972,200NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.18832DistributionYr4Rt
Adjusted Qlfy Distri Yr5$50,612AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$999,665NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05063DistributionYr5Rt
Total Distribution0.511012TotalDistributionRt
Average Distribution0.102202AverageDistributionRt
Net Vl Noncharitable Assets$663,370NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$67,798AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,004NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$69,802AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$56,360QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,009InvestmentIncomeExciseTaxAmt
Subtotal$4,009SubtotalAmt
Tax Based On Investment Income$4,009TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Tax Due$4,012TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CYNTHIA M DESGUINCPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9493008035PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115176 NW 100TH AVE RDAddressLine1Txt
CityREDDICKCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32686ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH P MAUER
8300 NORMAN CENTER DRIVE 1150BLOOMINGTONMN55437President5.00$0
MADELINE A MAUER
8300 NORMAN CENTER DRIVE 1150BLOOMINGTONMN55437Vice President2.00$0
CYNTHIA M DESGUIN
15176 NW 100TH AVE RDREDDICKFL32686Treasurer2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$107,145AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$566,327AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$673,472TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$673,472AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,102CashDeemedCharitableAmt
Net Vl Noncharitable Assets$663,370NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,169MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,169MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,009TaxBasedOnInvestmentIncomeAmt
Total Tax$4,009TotalTaxAmt
Distributable Before Adj$29,160DistributableBeforeAdjAmt
Distributable Before Ded$29,160DistributableBeforeDedAmt
Distributable As Adjusted$29,160DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,360ExpensesAndContributionsAmt
Qualifying Distributions$56,360QualifyingDistributionsAmt
Adjusted Qualifying Distri$56,360AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,160DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$122,354ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$84,306ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,346ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$228,006TotalExcessDistributionCyovAmt
Qualifying Distributions$56,360QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,160AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,200RemainingDistriFromCorpusAmt
Total Corpus$255,206TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$255,206ExcessDistriCyovToNextYrAmt
Excess From Year4$122,354ExcessFromYear4Amt
Excess From Year2$84,306ExcessFromYear2Amt
Excess From Year1$21,346ExcessFromYear1Amt
Excess From Current Year$27,200ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH P MAUERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GILLETTE CHILDRENS HOSPITAL
200 UNIVERSITY AVE EST PAULMN55101NONEPCGENERAL OPERATING SUPPORT$50,000
MINNESOTA TWINS COMMUNITY FUND
1 TWINS WAYMINNEAPOLISMN55403NONEPCGENERAL OPERATING SUPPORT$6,249
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,249TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,026ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,222ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$188,297RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12,248ExclusionAmt
Related Or Exempt Function Incm$188,297RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$200,545TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonJOE MAUERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18300 NORMAN CNTR DR STE 1150AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55437ZIPCd
FieldValueIRS element (for citing)
Total Contributions$492,786TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property10,381SH CISCO SYSTEMSNoncashPropertyDesc
Fair Market Value$492,786FairMarketValueAmt
Received2018-12-13ReceivedDt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescM1 ADJDesc
Amt$91Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$25$25$25
SECRETARY OF STATE ANNUAL FEE$86$86$86

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