MALARK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MALARK FOUNDATION (EIN 46-4903223)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-16
- IRS object ID
- 201821069349100402
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-16T06:49:29-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453346043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jenson & Co CPA Advisors | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11850 Fountains Way Ste 200 | AddressLine1Txt |
| City | Maple Grove | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 553697203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464903223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Malark Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MALA | BusinessNameControlTxt |
| Phone | 7634283546 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 438 | AddressLine1Txt |
| City | Maple Grove | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55369 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Doug Malark | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2018-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert K Van Winkle | PreparerPersonNm |
| PTIN | P01243834 | PTIN |
| Phone | 7634255000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $914,488 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $206,469 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $106 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,451 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,451 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $409,707 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $156 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $216,722 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,557 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,557 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,580 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,580 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $2 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $344 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $345 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $345 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,927 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $192,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,557 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,265 | CashBOYAmt |
| Cash EOY | $47,710 | CashEOYAmt |
| Cash EOYFMV | $47,710 | CashEOYFMVAmt |
| Other Investments BOY | $538,810 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $779,052 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $845,166 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $101,698 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,612 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,612 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $654,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $848,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $914,488 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $700 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $700 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $654,773 | RetainedEarningBOYAmt |
| Retained Earning EOY | $847,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $654,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $847,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $654,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $848,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $654,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $192,901 | ExcessRevenueOverExpensesAmt |
| Subtotal | $847,674 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $847,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Charles Schwab | P | 2000-01-01 | 2017-01-01 | $5,522 | $5,522 | $5,522 | |
| 3042.75 Fidelity MN Muni | P | 2017-01-01 | 2017-03-06 | $34,718 | -$1,271 | -$1,271 | $35,989 |
| 564.839 Vanguard Retirement | P | 2017-01-01 | 2017-03-28 | $8,467 | -$258 | -$258 | $8,725 |
| 166.527 Vanguard Retirement | P | 2017-01-01 | 2017-03-28 | $2,846 | $42 | $42 | $2,804 |
| 300 WEC Energy Group | P | 2016-06-20 | 2017-05-05 | $18,457 | -$475 | -$475 | $18,932 |
| 500 Weyerhaeuser | P | 2017-09-07 | 2017-09-15 | $16,476 | -$94 | -$94 | $16,570 |
| 50 Public Storage | P | 2016-03-17 | 2017-04-05 | $11,145 | -$2,228 | -$2,228 | $13,373 |
| 13471.6220 Vanguard Target | P | 2000-01-01 | 2017-03-28 | $205,987 | -$6,270 | -$6,270 | $212,257 |
| 6207.662 Vanguard Target | P | 2000-01-01 | 2017-03-28 | $106,089 | $1,572 | $1,572 | $104,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,460 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,056 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,604 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $602,897 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07896 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,754 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $403,466 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07623 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $95,035 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,616 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 8.95205 | DistributionYr3Rt |
| Total Distribution | 9.107238 | TotalDistributionRt |
| Average Distribution | 3.035746 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $828,762 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,515,911 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,516,043 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,477 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $264 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $264 | SubtotalAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $264 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | malarkfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7634283546 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 438 | AddressLine1Txt |
| City | Maple Grove | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55369 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Ethan Malark | ||||||
| PO Box 438 | Maple Grove | MN | 55369 | President | 1.00 | $0 |
| Doug Malark | ||||||
| PO Box 438 | Maple Grove | MN | 55369 | Treasurer | 1.00 | $0 |
| Elliot Malark | ||||||
| PO Box 438 | Maple Grove | MN | 55369 | Secretary | 1.00 | $0 |
| Sheryl Malark | ||||||
| PO Box 438 | Maple Grove | MN | 55369 | Chairman | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $795,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $841,383 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $841,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $828,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $264 | TotalTaxAmt |
| Distributable Before Adj | $41,174 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $41,174 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $41,174 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,477 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $23,477 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $23,477 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,174 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $94,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,033 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,765 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,375 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,477 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,477 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $17,697 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,697 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $105,678 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $105,678 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $76,880 | ExcessFromYear3Amt |
| Excess From Year2 | $11,033 | ExcessFromYear2Amt |
| Excess From Year1 | $17,765 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||
| 10528 Kentshire CT | Bathon Rouge | LA | 70810 | 501(C)3 | PC | Support for general operations | $3,300 |
| LARAS House | |||||||
| PO Box 1568 | Mexia | TX | 76667 | 501(C)3 | PC | Support for general operations | $200 |
| Lord of Life Lutheran Church | |||||||
| 7401 County Rd 101 | Maple Grove | MN | 55311 | 501(C)3 | PC | Support for general operations | $15,500 |
| Special Olympics | |||||||
| 900 2nd Ave S 300 | Minneapolis | MN | 55402 | 501(C)3 | PC | Support for general operations | $150 |
| US Naval Sea Cadet Corps | |||||||
| PO Box 24902 | Oakland | CA | 94623 | 501(C)3 | PC | Support for general operations | $1,000 |
| Walk to Defeat ALS | |||||||
| 1275 K Street NW Ste 250 | Washington | DC | 20005 | 501(C)3 | PC | Support for general operations | $1,000 |
| Parish Christmas Fund | |||||||
| PO Box 98 | Thompsons | TX | 77481 | 501(C)3 | PC | Support for General Operations | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$3,460 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax Exempt Interest | Desc |
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $156 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,097 | ExclusionAmt |
| Related Or Exempt Function Incm | $156 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,253 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Malark Logistics Inc | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 438 | AddressLine1Txt |
| City | Maple Grove | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55369 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,450 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $1,580 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,580 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard Target Retirement 2015 Fund | AT COST | ||
| Vanguard Target Retirement 2025 Fund | AT COST | ||
| Vanguard Target Retirement 2010 Fund | AT COST | ||
| AT&T Inc | AT COST | $19,384 | $19,440 |
| Visa Inc | AT COST | $14,465 | $22,804 |
| WEC Energy Group | AT COST | ||
| Fidelity MN Muni Income | AT COST | ||
| Public Storage | AT COST | ||
| Bershire Hathaway | AT COST | $87,745 | $99,110 |
| Home Depot | AT COST | $15,916 | $19,045 |
| Owens Corning | AT COST | $15,133 | $18,433 |
| Ishares Total US Stock | AT COST | $108,587 | $122,280 |
| Ishares US Medical | AT COST | $16,929 | $17,351 |
| Powershares QQQ Trust | AT COST | $66,105 | $77,880 |
| Vanguard S&P 500 ETF | AT COST | $64,856 | $73,587 |
| Vanguard GNMA Fund | AT COST | $44,745 | $44,331 |
| Vanguard High Yield Corp | AT COST | $46,589 | $46,426 |
| Vanguard Equity Income | AT COST | $60,574 | $66,149 |
| Vanguard Target Retirement | AT COST | $166,263 | $164,788 |
| Vanguard Wellesley | AT COST | $51,761 | $53,542 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Charles Schwab Deposit Account | $100,244 | $20,159 | $20,159 |
| OTHER ASSETS | $1,454 | $1,453 | $1,453 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Dues | $320 | $320 |
| MN Secretary of State | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax Exempt Interest | Desc |
| Revenue And Expenses Per Books | $156 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD | Desc |
| EOY Book Value | $700 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $306 | $306 |
| Foreign | $38 | $38 |
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