BETA

THE TAYLOR FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE TAYLOR FOUNDATION (EIN 45-4904514)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349101793
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)
Return2018-05-14T12:35:17-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Eide Bailly LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11911 Excel DriveAddressLine1Txt
CityMankatoCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454904514EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Glen A Taylor Foundation IIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLENBusinessNameControlTxt
Phone5076252828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Taylor LaneAddressLine1Txt
CityMankatoCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGlen A TaylorPersonNm
Person TitleChairPersonTitleTxt
Phone5076252828PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAnn ColemanPreparerPersonNm
PTINP00032499PTIN
Phone5073876031PhoneNum
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$234,620FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$32InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$32InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,687DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,687DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$286NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$209,194GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$286CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,005TotalRevAndExpnssAmt
Total Net Invst Incm$5,005TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$52OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$23OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$29OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,302TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,279TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,802TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,779TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,203ExcessRevenueOverExpensesAmt
Net Investment Income$4,982NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$228,781SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,001SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,001SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$159,269CorporateStockEOYAmt
Corporate Stock EOYFMV$159,805CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$64,714CorporateBondsEOYAmt
Corporate Bonds EOYFMV$64,814CorporateBondsEOYFMVAmt
Total Assets BOY$228,781TotalAssetsBOYAmt
Total Assets EOY$233,984TotalAssetsEOYAmt
Total Assets EOYFMV$234,620TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$228,781RetainedEarningBOYAmt
Retained Earning EOY$233,984RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$228,781TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$233,984TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$228,781TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$233,984TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$228,781TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,203ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$233,984SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$233,984TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded SecuritiesP$208,064$208,908-$844-$844
Capital Gains DividendsP$1,130$1,130$1,130
FieldValueIRS element (for citing)
Capital Gain Net Income$286CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,414AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$201,064NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036874DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,074AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$154,812NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039235DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,022AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$130,323NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046208DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,999AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$98,879NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.020217DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,029NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.142534TotalDistributionRt
Average Distribution0.028507AverageDistributionRt
Net Vl Noncharitable Assets$225,359NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,424AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$50NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,474AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,779QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$50InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$50SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$50TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Glen A TaylorBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5076252828PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11725 Roe Crest DriveAddressLine1Txt
CityNorth MankatoCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56003ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Glen A Taylor
1 Taylor LaneMankatoMN56001Chair/President/Treasurer0.50$0$0$0
Larry D Taylor
1 Taylor LaneMankatoMN56001Vice President/Secretary0.50$0$0$0
Debra Taylor
1 Taylor LaneMankatoMN56001Director0.50$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$103,809AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$124,982AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$228,791TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$228,791AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,432CashDeemedCharitableAmt
Net Vl Noncharitable Assets$225,359NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,268MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,268MinimumInvestmentReturnAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Total Tax$50TotalTaxAmt
Distributable Before Adj$11,218DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$11,218DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$11,218DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,779ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,779QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$50PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,729AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,218DistributableAsAdjustedAmt
Undistributed Income PY$8,190UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$9,779QualifyingDistributionsAmt
Applied To Year1$8,190AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,589AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$9,629UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGlen A TaylorContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGlen A TaylorRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11725 Roe Crest DriveAddressLine1Txt
CityNorth MankatoCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56003ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5076252828RecipientPhoneNum
Form And Info And MaterialsLetter to Foundation Grant Committee describing nature of request.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Echo Food ShelfBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11014 S Front StAddressLine1Txt
CityMankatoCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56001ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeOperationsGrantOrContributionPurposeTxt
Amt$8,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,687ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$286ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,005ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,005TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Glen A TaylorBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 Taylor LaneAddressLine1Txt
CityMankatoCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56001ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBlackrock Strat IncomeBondNm
EOY Book Value$64,714EOYBookValueAmt
EOYFMV$64,814EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Allianz GI Structured Return Fund$66,863$64,878
Alps Core Cmdy Mgt$51,748$54,577
Diamond Hill Long Short Fund$40,658$40,350

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MN Filing Fee$25$0$25
Bank Fees$4$0$4
Miscellaneous Investment Expense$23$23$0

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