BETA

WMN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WMN FOUNDATION (EIN 20-4850609)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201941349349103499
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)
Return2019-05-14T15:46:12-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARLSON HOLDINGS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1701 CARLSON PARKWAY SUITE 1500AddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55305ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204850609EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WMN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TONKAWA INCInCareOfNm
Business Name ControlWMNFBusinessNameControlTxt
Phone9524045636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 TONKAWA ROADAddressLine1Txt
CityLONG LAKECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55356ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonC DAVID NELSONPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone9524045636PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW BUCKNEBERGPreparerPersonNm
PTINP01253775PTIN
Phone7637622214PhoneNum
Preparation2019-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.59.42.137IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id41683920191345000005FederalOriginalSubmissionId
Federal Original Submission Id2019-05-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id325378E7711F983AFA3EC2311220B7009CC89805AtSubmissionCreationDeviceId
At Submission Filing Device Id325378E7711F983AFA3EC2311220B7009CC89805AtSubmissionFilingDeviceId
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$577,667FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$299,338ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$12,036DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,193DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,040NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$98,747GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$67,105CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$378,414TotalRevAndExpnssAmt
Total Net Invst Incm$79,298TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$7,641OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,141OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,226TaxesRevAndExpnssAmt
Taxes Net Invst Incm$264TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,892TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$764TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,166TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$294,727ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$294,727ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$303,619TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$764TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$301,893TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$74,795ExcessRevenueOverExpensesAmt
Net Investment Income$78,534NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$24,636SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,340SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,340SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$607,745CorporateStockBOYAmt
Corporate Stock EOY$567,327CorporateStockEOYAmt
Corporate Stock EOYFMV$567,327CorporateStockEOYFMVAmt
Total Assets BOY$632,381TotalAssetsBOYAmt
Total Assets EOY$577,667TotalAssetsEOYAmt
Total Assets EOYFMV$577,667TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$632,381UnrestrictedBOYAmt
Unrestricted EOY$577,667UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$632,381TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$577,667TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$632,381TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$577,667TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$632,381TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$74,795ExcessRevenueOverExpensesAmt
Other Increases$132,371OtherIncreasesAmt
Subtotal$839,547SubtotalAmt
Other Decreases$261,880OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$577,667TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2018-06-20$95,039$31,642$63,397$63,397
CAPITAL GAIN DIVIDENDSP$3,708
FieldValueIRS element (for citing)
Capital Gain Net Income$67,105CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$325,421AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$566,580NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.57436DistributionYr1Rt
Adjusted Qlfy Distri Yr2$276,762AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$655,067NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.422494DistributionYr2Rt
Adjusted Qlfy Distri Yr3$295,391AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$786,690NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.375486DistributionYr3Rt
Adjusted Qlfy Distri Yr4$136,246AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$545,751NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.249649DistributionYr4Rt
Adjusted Qlfy Distri Yr5$121,829AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$451,346NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.269924DistributionYr5Rt
Total Distribution1.891913TotalDistributionRt
Average Distribution0.378383AverageDistributionRt
Net Vl Noncharitable Assets$647,639NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$245,056AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$785NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$245,841AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$301,893QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$785InvestmentIncomeExciseTaxAmt
Subtotal$785SubtotalAmt
Tax Based On Investment Income$785TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$185TaxDueAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 Line1TONKAWA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9524045600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 CARLSON PARKWAY SUITE 110AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55447ZIPCd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
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
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DIANA NELSON
550 TONKAWA ROADLONG LAKEMN55356TRUSTEE, TREASURER1.0$0$0$0
WENDY M NELSON
550 TONKAWA ROADLONG LAKEMN55356TRUSTEE, PRESIDENT1.0$0$0$0
C DAVID NELSON
550 TONKAWA ROADLONG LAKEMN55356TRUSTEE, SECRETARY1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$627,355AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,147AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$657,502TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$657,502AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,863CashDeemedCharitableAmt
Net Vl Noncharitable Assets$647,639NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,382MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,382MinimumInvestmentReturnAmt
Tax Based On Investment Income$785TaxBasedOnInvestmentIncomeAmt
Total Tax$785TotalTaxAmt
Distributable Before Adj$31,597DistributableBeforeAdjAmt
Distributable Before Ded$31,597DistributableBeforeDedAmt
Distributable As Adjusted$31,597DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$301,893ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$301,893QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$785PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$301,108AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,597DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$100,272ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$110,938ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$263,790ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$244,297ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$297,816ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,017,113TotalExcessDistributionCyovAmt
Qualifying Distributions$301,893QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$31,597AppliedToCurrentYearAmt
Remaining Distri From Corpus$270,296RemainingDistriFromCorpusAmt
Total Corpus$1,287,409TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$100,272ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,187,137ExcessDistriCyovToNextYrAmt
Excess From Year4$110,938ExcessFromYear4Amt
Excess From Year3$263,790ExcessFromYear3Amt
Excess From Year2$244,297ExcessFromYear2Amt
Excess From Year1$297,816ExcessFromYear1Amt
Excess From Current Year$270,296ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWENDY NELSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BLAKE SCHOOL
110 BLAKE ROAD SOUTHHOPKINSMN55343NONEPCGENERAL OPERATING SUPPORT$10,090
CHILDREN'S THEATRE COMPANY
2400 THIRD AVENUE SOUTHMINNEAPOLISMN55404NONEPCGENERAL OPERATING SUPPORT$2,000
GRAND TETON NATIONAL PARK FOUNDATION
PO BOX 249MOOSEWY83012NONEPCGENERAL OPERATING SUPPORT$1,000
INNER CITY TENNIS
4005 NICOLLET AVENUE SOUTHMINNEAPOLISMN55409NONEPCGENERAL OPERATING SUPPORT$2,500
MILKWEED EDITIONS INC
1011 WASHINGTON AVENUE SOUTH SUITEMINNEAPOLISMN55415NONEPCGENERAL OPERATING SUPPORT$1,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCKELLOGG ANNUAL FUND$10,123
WOMEN'S SPORTS FOUNDATION
1899 HEMPSTEAD TURNPIKE SUITE 400EAST MEADOWNY11554NONEPCGENERAL OPERATING SUPPORT$1,000
HIGHPOINT CENTER FOR PRINTMAKING
912 W LAKE STREETMINNEAPOLISMN55408NONEPCGENERAL OPERATING SUPPORT$1,000
SCIENCE MUSEUM OF MINNESOTA
120 WEST KELLOGG BOULEVARDST PAULMN55102NONEPCGENERAL OPERATING SUPPORT$1,000
WATCH
1508 RAND TOWER 527 MARQUETTE AVEMINNEAPOLISMN55402NONEPCGENERAL OPERATING SUPPORT$1,000
CHILDREN'S HEALTH CARE FOUNDATION
5901 LINCOLN DRIVEEDINAMN55436NONEPCGENERAL OPERATING SUPPORT$1,000MAILSTOP CBC-3-FOUN
GUTHRIE THEATER
818 S 2ND STREETMINNEAPOLISMN55415NONEPCGENERAL OPERATING SUPPORT$30,192
FAIRVOTE MINNESOTA FOUNDATION
550 VANDALIA ST STE 210ST PAULMN55114NONEPCGENERAL OPERATING SUPPORT$5,000
PLANNED PARENTHOOD OF MNSD
671 VANDALIA STREETST PAULMN55114NONEPCGENERAL OPERATING SUPPORT$3,000
PROJECT SUCCESS
ONE GROVELAND TERRACE SUITE 300MINNEAPOLISMN554031173NONEPCGENERAL OPERATING SUPPORT$1,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCLAKEFRONT ATHLETICS FACILITIES GIFT FUND$80,248
POSITIVE COACHING ALLIANCE - MN
7900 INTERNATIONAL DRIVE SUITE 300BLOOMINGTONMN55425NONEPCGENERAL OPERATING SUPPORT$1,000
POSITIVE COACHING ALLIANCE - NATIONAL
1001 N RENGSTORFF SUITE 100MOUNTAIN VIEWCA940431766NONEPCGENERAL OPERATING SUPPORT$5,000
THE LINK
1210 GLENWOOD AVEMINNEAPOLISMN55405NONEPCGENERAL OPERATING SUPPORT$1,000
WOMEN'S FOUNDATION OF MINNESOTA
105 FIFTH AVENUE SOUTH STE 300MINNEAPOLISMN554016050NONEPCYOUNG WOMEN'S INITIATIVE$29,166
ALIA
1000 UNIVERSITY AVENUE WEST SUITEST PAULMN55104NONEPCGENERAL OPERATING SUPPORT$50,000
PLAYWRIGHTS' CENTER
2301 EAST FRANKLIN AVENUEMINNEAPOLISMN55406NONEPCGENERAL OPERATING SUPPORT$500
GROVES ACADEMY
3200 HIGHWAY 100 SST LOUIS PARKMN55416NONEPCGENERAL OPERATING SUPPORT$5,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCWOMEN'S BOARD SCHOLARSHIPS$100
BRECK SCHOOL
123 OTTAWA AVE NMINNEAPOLISMN55422NONEPCGENERAL OPERATING SUPPORT$15,247
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCKELLOGG SCHOOL$10,123
WOMEN'S FOUNDATION OF MINNESOTA
105 FIFTH AVENUE SOUTH SUITE 300MINNEAPOLISMN55401NONEPCYOUNG WOMEN'S INITIATIVE$4,936
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVENUE NWWASHINGTONDC200363200NONEPCGENERAL OPERATING SUPPORT$5,000
MATTHEW SHEPARD FOUNDATION
800 18TH STREET SUITE 101DENVERCO80202NONEPCGENERAL OPERATING SUPPORT$2,500
UNIVERSITY OF MINNESOTA FOUNDATION
MCNAMARA ALUMNI CENTERMINNEAPOLISMN554552010NONEPCCARLSON SCHOOL OF MANAGEMENT$8,002
FAIRVOTE MINNESOTA FOUNDATION
550 VANDALIA ST SUITE 210ST PAULMN551141990NONEPCGENERAL OPERATING SUPPORT$1,000
WOMEN'S FOUNDATION OF MINNESOTA
105 FIFTH AVENUE SOUTH SUITE 300MINNEAPOLISMN55401NONEPCGENERAL OPERATING SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$294,727TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,036ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,040ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$79,076ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$79,076TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
WENDY NELSON
12 CARLSON PARKWAY SUITE 110PLYMOUTHMN55447$269,058Yes (X)
WENDY NELSON
22 CARLSON PARKWAY SUITE 110PLYMOUTHMN55447$30,280Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1606 SHARES IJK 345 SHARES SPY 127 SHARES SPY$269,0582018-06-19
290 SHARES MDY$30,2802018-11-28

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES MSCI EAFE INDEX$33,387$33,387
VANGUARD FTSE ALL WORLD INDEX$60,621$60,621
SIT US GOVT SECURITIES FUND$19,797$19,797
VANGUARD TOTAL STOCK MKT ETF$83,853$83,853
VANGUARD REIT ETF INDEX$0$0
ISHARES CORE TOTAL US BOND MKT$24,493$24,493
ISHARES S&P MIDCAP 400 GROWTH$62,532$62,532
CALAMOS MARKET NEUTRAL INCOME$29,338$29,338
DIAMOND HILL LONG SHORT I$70,082$70,082
DFA COMMODITY STRATEGY$11,569$11,569
S&P DEPOSITORY RECEIPTS$68,978$68,978
SPDR S&P MIDCAP 400$88,682$88,682
VANGUARD ST INFLATION PROTECT$13,995$13,995

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DECREASE IN UNREALIZED APPRECIATION OF$261,880
PORTFOLIO ASSETS$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMN ATTORNEY GENERAL FEEDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (5 entries)

DescDescAmtAmt
REALIZED GAIN ON GIFTED ASSETS$131,660
VALUATION DIFFERENCE IN NONCASH$0
CONTRIBUTIONS RECEIVED$711
VALUATION DIFFERENCE IN NONCASH GRANTS$0
PAID$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CITIBANK FEES$500$500
TONKAWA FEES$7,141$7,141

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$962
FOREIGN TAX WITHHOLDING$264$264

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