LIVING SPRINGS FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LIVING SPRINGS FOUNDATION (EIN 41-1904085)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201811359349101356
Schema version
2017v2.2
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)
Return2018-05-15T09:32:03-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411540027PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sherburne & Dahl LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1275 Market Street Suite 274AAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411904085EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIVING SPRINGS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIVIBusinessNameControlTxt
Phone6123383255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 MARKET STREET SUITE 274AAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert JonasPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6123383255PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKristopher DahlPreparerPersonNm
PTINP00165758PTIN
Phone6123383255PhoneNum
Preparation2018-05-10PreparationDt
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$1,858,151FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,180InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,180InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,200DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,200DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$92,134NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$371,057GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$92,134CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$169,514TotalRevAndExpnssAmt
Total Net Invst Incm$144,514TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,858AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,929AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,929AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,428OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,428OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,776TaxesRevAndExpnssAmt
Taxes Net Invst Incm$826TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$260OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$235OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,322TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,418TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,954TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$169,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$169,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$188,322TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,418TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$173,954TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,808ExcessRevenueOverExpensesAmt
Net Investment Income$131,096NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,967CashBOYAmt
Cash EOY$16,899CashEOYAmt
Cash EOYFMV$16,899CashEOYFMVAmt
Sav And Temp Cash Invst BOY$31,328SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,562SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,562SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,060AcctRcvblAmt
Acct Rcvbl BOY$2,775AcctRcvblBOYAmt
Acct Rcvbl EOY$1,060AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,060AcctRcvblEOYFMVAmt
US Government Obligations BOY$25,311USGovernmentObligationsBOYAmt
US Government Obligations EOY$25,233USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$24,963USGovtObligationsEOYFMVAmt
Corporate Stock BOY$700,575CorporateStockBOYAmt
Corporate Stock EOY$708,654CorporateStockEOYAmt
Corporate Stock EOYFMV$1,041,044CorporateStockEOYFMVAmt
Corporate Bonds BOY$762,735CorporateBondsBOYAmt
Corporate Bonds EOY$724,054CorporateBondsEOYAmt
Corporate Bonds EOYFMV$733,623CorporateBondsEOYFMVAmt
Total Assets BOY$1,536,691TotalAssetsBOYAmt
Total Assets EOY$1,516,462TotalAssetsEOYAmt
Total Assets EOYFMV$1,858,151TotalAssetsEOYFMVAmt
Grants Payable BOY$37,500GrantsPayableBOYAmt
Grants Payable EOY$51,000GrantsPayableEOYAmt
Total Liabilities BOY$37,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$51,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,534,220CapitalStockBOYAmt
Capital Stock EOY$1,508,220CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$35,029RetainedEarningBOYAmt
Retained Earning EOY-$42,758RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,499,191TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,465,462TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,536,691TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,516,462TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,499,191TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,808ExcessRevenueOverExpensesAmt
Other Increases$37,500OtherIncreasesAmt
Subtotal$1,517,883SubtotalAmt
Other Decreases$52,421OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,465,462TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmt
Capital Gain DistributionsP$13,901$13,901$13,901
US Bank LT CoveredP$357,156$78,233$78,2331999-04-202017-12-31$278,923
FieldValueIRS element (for citing)
Capital Gain Net Income$92,134CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$153,480AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,810,387NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.084777DistributionYr1Rt
Adjusted Qlfy Distri Yr2$146,245AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,919,205NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.076201DistributionYr2Rt
Adjusted Qlfy Distri Yr3$157,950AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,971,346NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.080123DistributionYr3Rt
Adjusted Qlfy Distri Yr4$131,811AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,931,887NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.068229DistributionYr4Rt
Adjusted Qlfy Distri Yr5$156,199AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,765,259NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.088485DistributionYr5Rt
Total Distribution0.397815TotalDistributionRt
Average Distribution0.079563AverageDistributionRt
Net Vl Noncharitable Assets$1,849,012NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$147,113AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,311NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$148,424AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$173,954QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,311InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,311SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,311TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,080EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,080TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$231TaxDueAmt

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 AddressN/AWebsiteAddressTxt
Individual With BooksKRISTOPHER DAHLIndividualWithBooksNm
Phone6123383255PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1275 MARKET STREET SUITE 274AAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
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
MARGARET BULLITT-JONAS
275 Market Street Suite 274AMinneapolisMN55405DIRECTOR0.00$0$0$0
ROBERT JONAS
275 Market Street Suite 274AMinneapolisMN55405DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,814,294AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,876AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,877,170TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,877,170AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,158CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,849,012NetVlNoncharitableAssetsAmt
Minimum Investment Return$92,451MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$92,451MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,311TaxBasedOnInvestmentIncomeAmt
Total Tax$1,311TotalTaxAmt
Distributable Before Adj$91,140DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$91,140DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$91,140DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$173,954ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$173,954QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,311PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$172,643AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$91,140DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$71,526ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$36,609ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,359ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,793ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$65,101ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$286,388TotalExcessDistributionCyovAmt
Qualifying Distributions$173,954QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$91,140AppliedToCurrentYearAmt
Remaining Distri From Corpus$82,814RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$369,202TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$71,526ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$297,676ExcessDistriCyovToNextYrAmt
Excess From Year4$36,609ExcessFromYear4Amt
Excess From Year3$62,359ExcessFromYear3Amt
Excess From Year2$50,793ExcessFromYear2Amt
Excess From Year1$65,101ExcessFromYear1Amt
Excess From Current Year$82,814ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLiving Springs FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1275 Market Street Suite 274AAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6123383255RecipientPhoneNum
Form And Info And MaterialsTWO SETS OF GRANT PROPOSAL SHOULD BE SUBMITTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPRIMARY FOCUS IS ON COMMUNITIES IN THE NEW ENGLAND AREA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350ORG
20 Jay Street Suite 732BrooklynNY11201PCGENERAL OPERATING$2,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221PCGENERAL OPERATING SUPPORT$1,000
AMHERST SURVIVAL CENTER
PO BOX 9629NORTH AMHERSTMA01059PCGENERAL OPERATING SUPPORT$2,000
ARISE FOR SOCIAL JUSTICE
467 STATE STREETSPRINGFIELDMA01105PCGENERAL OEPRATING$2,500
BERKSHIRE ENVIRONMENTAL ACTION TEAM
29 HIGHLAND AVENUEPITTSFIELDMA01201PC"401" (SANDISFIELD/OTIS PROJECT) - 2000$2,000
BETTER FUTURE PROJECT INC
30 BOW STCAMBRIDGEMA02138PCBETTER FUTURE PROJECT$5,000
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710TUCSONAZ85702PCGENERAL OPERATING$5,000
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
333 Bridge StreetSpringfieldMA01103PCGENERAL OPERATING - 2000; MARK NATHAN FDN FOR SOCIAL JUSTICE - 1,500$3,500
COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE (CISA)
ONE SUGARLOAF STREETSOUTH DEERFIELDMA01373PCGENERAL OPERATING PMT 1 OF 3 YR PLEDGE$3,000
CONSERVATION INTERNATIONAL FOUNDATION
PO BOX 418608BOSTONMA022418608PCUnrestricted$2,000
CORPORATE ACCOUNTABILITY
10 MILK ST STE 610BOSTONMA02108PCGENERAL OPERATION SUPPORT$10,000
EAGLE EYE INSTITUTE
14 CHAPEL STREETSOMERVILLEMA02144PCGENERAL OPERATING$1,500
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111PCGENERAL OPERATING$3,000
EPIPHANY SCHOOL INC
154 CENTRE STREETDORCHESTERMA02124PCGENERAL OPERATING SUPPORT$1,000
FIRST CONGREGATIONAL CHURCH OF ASHFIELD
PO BOX 519ASHFIELDMA01330PCPMT 1 OF 3 YR PLEDGE TO CAPITAL CAMPAIGN "MAKE A JOYFUL NOISE" TOTAL GIFT $6,000$2,000
FOOD BANK OF WESTERN MASSACHUSETTS INC
PO BOX 160HATFIELDMA01038PCGENERAL OPERATING$2,000
FRANKLIN LAND TRUST INC
5 MECHANIC STREET PO BOX 450SHELBURNE FALLSMA01370PCGENERAL FUND$2,000
FRIENDS OF THE EARTH
1101 15TH STREET NW 11TH FLOORWASHINGTONDC20036PCGENERAL OPERATING$3,000
GENESIS SPIRITUAL LIFE CENTER
53 MILL STREETWESTFIELDMA01085PCGENERAL OPERATING$2,000
GLENDALOUGH PARK PARTNERS
c/o CITIZENS ADVISORY COMMITTEE POBATTLE LAKEMN56515PCTO SUPPORT THE DEVELOPMENT OF THE GLENDALOUGH ESTES TRAIL CENTER, PMT 1 OF 3-YR PLEDGE$2,000BOX 901
GROW FOOD NORTHAMPTON INC
221 PINE STREET SUITE 349FLORENCEMA01062PCGENERAL OPERATING PMT 1 OF 2 YR PLEDGE$3,000
HILLTOWN LAND TRUST INC
332 BULLITT ROADASHFIELDMA01330PCGENERAL OPERATING$2,000
HITCHCOCK CENTER FOR THE ENVIRONMENT
525 SOUTH PLEASANT STREETAMHERSTMA01002PCGENRAL FUND SUPPORT$2,000
INSTITUTE FOR POLICY STUDIES
17 COLUMBUS AVENORTHAMPTONMA01060PCLAUNCH OF THE SOJOURNER TRUTH SCHOOL$5,000
KARUNA CENTER FOR PEACEBUILDING INC
447 WEST STREETAMHERSTMA01002PCPMT 1 OF 3 YR PLEDGE 2017-2019 ( TOTAL GIFT $6k)$2,000
KESTREL LAND TRUST
PO BOX 1016AMHERSTMA01004PCGENERAL SUPPORT - PLEDGE 3 OF 3 $30,000$30,000
MASSACHUSETTS AUDUBON SOCIETY INC
208 SOUTH GREAT ROADLINCOLNMA01773PCFUND FOR NATURE$1,500
MONGABAYORG
PO BOX 0291MENLO PARKCA94026PCGENERAL OPERATION$1,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011PCCONSERVATION$2,000
NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203PCWESTERN MASSACHUSETTS PROGRAM$2,000
NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC
PO BOX 611NEWMARKETNH03857PCGENERAL OPERATION SUPPORT$1,000
NEW ENGLAND PUBLIC RADIO FOUNDATION
1525 Main StreetSpringfieldMA01103PCWFCR RADIO$3,000
NORTHAMPTON SURVIVAL CENTER
265 PROSPECT STREETNORTHAMPTONMA01060PCGENERAL OPERATING$2,000
PIONEER VALLEY SHAMBHALA CENTER
191 MAIN STREETNORTHAMPTONMA01060PCGENERAL SUPPORT$1,500
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC20090PCGENERAL OPERATING$1,000
PLANNED PARENTHOOD INTERNATIONAL
125 MAIDEN LN 9TH FLOORNEW YORKNY100384730PCINTERNATIONAL PLANNED PARENTHOOD FEDERATIONWESTERN HEMISPHERE REGION$1,000
PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC
1055 COMMONWEALTH AVENUEBOSTONMA02215PCFOR LOCATIONS IN WESTERN MASSACHUSETTS$1,000
POPULATION CONNECTION
2120 L STREET NW STE 500WASHINGTONDC20037PCUNRESTRICTED$1,000
PROSPERITY CATALYST INC
9 WATERHOUSE STREETCAMBRIDGEMA01238PCGENERAL SUPPORT$3,000
RAINFOREST ACTION NETWORK
425 BUSH STREET SUITE 300SAN FRANCISCOCA94108PCGENERAL SUPPORT$2,500
SOCIETY OF SAINT JOHN THE EVANGELIST
980 MEMORIAL DRIVECAMBRIDGEMA02138PCGENERAL OPERATING FUND - 2,500 ; GREEN & LIGHT CAMPAIGN $2,500 PMT 5 of 5YR PLEDGE$5,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVENUEMONTGOMERYAL36104PCGENERAL SUPPORT$2,000
WORLD STEWARDSHIP INSTITUTE
PO BOX 7348SANTA ROSACA95407PCTHE NATIONAL RELIGIOUS COALITION ON CREATION CARE$2,000
THE SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612PCDESIGNATED TO WESTERN MA WORK$2,000
THIRD SECTOR NEW ENGLAND INC
89 SOUTH ST STE 700BOSTONMA02111PCGARDENING THE COMMUNITY$25,000
TRUSTEES OF THE RESERVATIONS
200 HIGH STREET 4TH FLOORBOSTONMA02110PCWORK IN WESTERN MASSACHUSETTS$2,000
UNITED NATIONAL INDIAN TRIBAL YOUTH INC
1 N MACDONALD DR STE 212MESAAZ85201PCGENERAL OPERATING SUPPORT$1,000
UNITED WAY OF HAMPSHIRE COUNTY
PO BOX 123NORTHAMPTONMA01061PCGENERAL OPERATING$2,000
UNITED WAY OF PIONEER VALLEY INC
1441 MAIN STREET SUITE 147SPRINGFIELDMA01103PCGENERAL OPERATING SUPPORT$2,000
WILD EARTH SOCIETY INC
1402 3rd Avenue Suite 1019SeattleWA98101PCWILDLANDS NETWORK DESIGNATED FOR EASTERN USA$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$169,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$8,180ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$44,200ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$92,134ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$144,514ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$144,514TotalIncomeProducingActyAmt

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 PersonSARAH COWLES DOERINGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1317 SPENCER DRIVEAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP010023363ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySHERBURNE & DAHL, LTDCategoryTxt
Amt$9,858Amt
Net Investment Income$4,929NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,929DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSCHEDULE AVAIL UPON REQUESTBondNm
EOY Book Value$724,054EOYBookValueAmt
EOYFMV$733,623EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHED AVAIL UPON REQUESTStockNm
EOY Book Value$708,654EOYBookValueAmt
EOYFMV$1,041,044EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$25,233USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$24,963USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Prior year bond cost basis adjustments$1,421
Grant commitments moved out of capital stock (Future grants payable)$51,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$235$235$0$0
STATE OF MN FILING FEE$25$0$0$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescGrants previously accrued and paid in 2017Desc
Amt$37,500Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUS BANK MANAGEMENT FEESCategoryTxt
Amt$7,428Amt
Net Investment Income$7,428NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$826$826$0$0
FEDERAL EXCISE TAXES PAID$950$0$0$0

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