BETA

WMN FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WMN FOUNDATION (EIN 20-4850609)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201811349349100731
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)
Return2018-05-14T15:04:49-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW BUCKNEBERGPreparerPersonNm
PTINP01253775PTIN
Phone7637622214PhoneNum
Preparation2018-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$632,381FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$277,128ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,108DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,409DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,589NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$136,593GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,589CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$313,825TotalRevAndExpnssAmt
Total Net Invst Incm$36,998TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$7,041OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,541OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$362TaxesRevAndExpnssAmt
Taxes Net Invst Incm$218TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$65OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,468TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$758TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,566TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$319,217ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$319,217ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$326,685TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$758TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$325,783TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,860ExcessRevenueOverExpensesAmt
Net Investment Income$36,240NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,754SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$24,636SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$24,636SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$589,680CorporateStockBOYAmt
Corporate Stock EOY$607,745CorporateStockEOYAmt
Corporate Stock EOYFMV$607,745CorporateStockEOYFMVAmt
Total Assets BOY$606,434TotalAssetsBOYAmt
Total Assets EOY$632,381TotalAssetsEOYAmt
Total Assets EOYFMV$632,381TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$606,434UnrestrictedBOYAmt
Unrestricted EOY$632,381UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$606,434TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$632,381TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$606,434TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$632,381TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$606,434TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,860ExcessRevenueOverExpensesAmt
Other Increases$166,402OtherIncreasesAmt
Subtotal$759,976SubtotalAmt
Other Decreases$127,595OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$632,381TotNetAstOrFundBalancesEOYAmt

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 SECURITIESP2017-08-22$134,405$110,004$24,401$24,401
CAPITAL GAIN DIVIDENDSP$2,188
FieldValueIRS element (for citing)
Capital Gain Net Income$26,589CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$276,762AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$655,067NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.422494DistributionYr1Rt
Adjusted Qlfy Distri Yr2$295,391AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$786,690NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.375486DistributionYr2Rt
Adjusted Qlfy Distri Yr3$136,246AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$545,751NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.249649DistributionYr3Rt
Adjusted Qlfy Distri Yr4$121,829AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$451,346NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.269924DistributionYr4Rt
Adjusted Qlfy Distri Yr5$115,594AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$436,668NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.264718DistributionYr5Rt
Total Distribution1.582271TotalDistributionRt
Average Distribution0.316454AverageDistributionRt
Net Vl Noncharitable Assets$566,580NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$179,297AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$362NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$179,659AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$325,783QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$362InvestmentIncomeExciseTaxAmt
Subtotal$362SubtotalAmt
Tax Based On Investment Income$362TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$362TaxDueAmt

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 Line1301 CARLSON PARKWAY SUITE 275AddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55305ZIPCd
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

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$555,656AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,552AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$575,208TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$575,208AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,628CashDeemedCharitableAmt
Net Vl Noncharitable Assets$566,580NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,329MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,329MinimumInvestmentReturnAmt
Tax Based On Investment Income$362TaxBasedOnInvestmentIncomeAmt
Total Tax$362TotalTaxAmt
Distributable Before Adj$27,967DistributableBeforeAdjAmt
Distributable Before Ded$27,967DistributableBeforeDedAmt
Distributable As Adjusted$27,967DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$325,783ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$325,783QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$362PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$325,421AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,967DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$93,901ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$100,272ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$110,938ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$263,790ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$244,297ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$813,198TotalExcessDistributionCyovAmt
Qualifying Distributions$325,783QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$27,967AppliedToCurrentYearAmt
Remaining Distri From Corpus$297,816RemainingDistriFromCorpusAmt
Total Corpus$1,111,014TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$93,901ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,017,113ExcessDistriCyovToNextYrAmt
Excess From Year4$100,272ExcessFromYear4Amt
Excess From Year3$110,938ExcessFromYear3Amt
Excess From Year2$263,790ExcessFromYear2Amt
Excess From Year1$244,297ExcessFromYear1Amt
Excess From Current Year$297,816ExcessFromCurrentYearAmt
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 (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BLAKE SCHOOL
110 BLAKE ROAD SOUTHHOPKINSMN55343NONEPCGENERAL OPERATING SUPPORT$10,048
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 STREETEVANSTONIL60208NONEPCNORTHWESTERN ANNUAL FUND$10,244
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCKELLOGG ANNUAL FUND$10,243
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$25,143
FAIRVOTE MINNESOTA FOUNDATION
550 VANDALIA ST STE 21ST PAULMN55114NONEPCGENERAL OPERATING SUPPORT$1,000
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$80,240
POSITIVE COACHING ALLIANCE - MN
1600 UNIVERSITY AVE WEST SUITE 301ST PAULMN55104NONEPCGENERAL OPERATING SUPPORT$1,000
POSITIVE COACHING ALLIANCE - NATIONAL
1001 N RENGSTORFF SUITE 100MOUNTAIN VIEWCA940431766NONEPCGENERAL OPERATING SUPPORT$5,000
THE LINK
1210 GLENWOOD AVEMINNEAPOLISMN55403NONEPCGENERAL OPERATING SUPPORT$10,000
POINT SOURCE YOUTH
425 HANCOCK ST APT 1BROOKLYNNY11216NONEPCMINNEAPOLIS PILOT PROJECT$5,000
THE LINK
1210 GLENDWOOD AVEMINNEAPOLISMN55405NONEPCPROJECT LIVE OUT LOUD$1,000
WOMEN'S FOUNDATION OF MINNESOTA
105 FIFTH AVENUE SOUTH STE 300MINNEAPOLISMN554016050NONEPCYOUNG WOMEN'S INITIATIVE$33,090
ALIA
2233 UNIVERSITY AVENUE WEST SUITEST PAULMN55114NONEPCGENERAL OPERATING SUPPORT$50,000
PLAYWRIGHTS' CENTER
2301 EAST FRANKLIN AVENUEMINNEAPOLISMN55406NONEPCGENERAL OPERATING SUPPORT$500
PLAYWRIGHTS' CENTER
2301 EAST FRANKLIN AVENUEMINNEAPOLISMN55406NONEPCGALA MATCH$500
GROVES ACADEMY
3200 HIGHWAY 100 SST LOUIS PARKMN55416NONEPCGENERAL OPERATING SUPPORT$5,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCOSBORN PROFESSORSHIP FUND$10,250
METRO SQUASH NFP
6100 S COTTAGE GROVE AVECHICAGOIL60637NONEPCGENERAL OPERATING SUPPORT$5,000
BRECK SCHOOL
123 OTTAWA AVE NMINNEAPOLISMN55422NONEPCGENERAL OPERATING SUPPORT$10,013
SCALABRINI INTERNATIONAL MIGRATION NETWORK
307 E 60TH STREETNEW YORKNY10022NONEPCVENEZUELAN REFUGEE EFFORT$500
MINNESOTA SNAP
2822 WASHINGTON AVE NMINNEAPOLISMN55411NONEPCFURRY TAIL BALL FUND A NEED$5,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCKELLOGG SCHOOL$24,846
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCWOMEN'S BOARD SCHOLARSHIPS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$319,217TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1WOMEN'S FOUNDTION OF MINNESOTABusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1105 5TH AVENUE SOUTHAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55401ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeYOUNG WOMEN'S INITIATIVEGrantOrContributionPurposeTxt
Amt$67,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$67,000TotalGrantOrContriApprvFutAmt

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$10,108ExclusionAmt
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$26,589ExclusionAmt
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$36,697ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,697TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
WENDY NELSON
1301 CARLSON PARKWAY SUITE 275MINNETONKAMN55305$4,000Yes (X)
WENDY NELSON
2301 CARLSON PARKWAY SUITE 275MINNETONKAMN55305$247,909Yes (X)
WENDY NELSON
3301 CARLSON PARKWAY SUITE 275MINNETONKAMN55305$25,219Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2856 SHARES APA 1288 SHARES INTC 320 SHARES MDY 195 SHARES MDY$247,9092017-08-02
394 SHARES SPY$25,2192017-12-18

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES MSCI EAFE INDEX$39,936$39,936
VANGUARD FTSE ALL WORLD INDEX$72,778$72,778
SIT US GOVT SECURITIES FUND$19,452$19,452
VANGUARD TOTAL STOCK MKT ETF$184,189$184,189
VANGUARD REIT ETF INDEX$15,766$15,766
IPATH BLOOMBERG COMMODITY TR
VANGUARD ST CORP BOND ETF
ISHARES CORE TOTAL US BOND MKT$25,146$25,146
ISHARES CORE S&P TOTAL US
ISHARES S&P MIDCAP 400 GROWTH
CALAMOS MARKET NEUTRAL INCOME$30,264$30,264
DIAMOND HILL LONG SHORT I$79,308$79,308
DFA COMMODITY STRATEGY$13,234$13,234
S&P DEPOSITORY RECEIPTS$25,085$25,085
SPDR S&P MIDCAP 400$102,587$102,587

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DECREASE IN UNREALIZED APPRECIATION OF$127,595
PORTFOLIO ASSETS$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
MN ATTORNEY GENERAL FEE$25$25
MISC BANK FEES$40$40

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (5 entries)

DescDescAmtAmt
REALIZED GAIN ON GIFTED ASSETS$161,948
VALUATION DIFFERENCE IN NONCASH$0
CONTRIBUTIONS RECEIVED$4,280
VALUATION DIFFERENCE IN NONCASH GRANTS$0
PAID$174

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CITIBANK FEES$500$500
TONKAWA FEES$6,541$6,541

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$144
FOREIGN TAX WITHHOLDING$218$218

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