WINGS CREDIT UNION FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WINGS CREDIT UNION FOUNDATION (EIN 41-1929671)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349101923
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T09:26:29-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4650 EAST 53RD STREET | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 528073479 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411929671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINGS FINANCIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WING | BusinessNameControlTxt |
| Phone | 9529978000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14985 GLAZIER AVE | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551247484 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J WAGNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9529978000 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENIFER L CHASE | PreparerPersonNm |
| PTIN | P01306883 | PTIN |
| Phone | 5638884000 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,379,049 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $214,302 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $42,824 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42,824 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,932 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $563,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,093 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $87,034 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $567,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $265,849 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $227,570 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $227,570 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,101 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,101 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,783 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,392 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,391 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,687 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,687 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,583 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,310 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,310 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $199,172 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $199,172 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $477,206 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $462,231 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,338 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,338 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $613,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $598,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $250,874 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $155,597 | CashBOYAmt |
| Cash EOY | $178,728 | CashEOYAmt |
| Cash EOYFMV | $178,728 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $944,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $770,773 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $770,773 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,455 | AcctRcvblAmt |
| Acct Rcvbl BOY | $67,160 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,455 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,455 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $19,150 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,150 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $3,137,433 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,405,943 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,405,943 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,313,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,379,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,379,049 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,504 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,631 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $14,504 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,631 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,124,237 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,178,165 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $175,253 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $175,253 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,299,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,353,418 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,313,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,379,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,299,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100,287 | OtherIncreasesAmt |
| Subtotal | $4,353,418 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,353,418 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $523,224 | $477,115 | $46,109 | $46,109 |
| CAPITAL GAINS DIVIDENDS | P | $39,984 | $39,984 | $39,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,093 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,487 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,487 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,487 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,496 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,096 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $119 | EsPenaltyAmt |
| Overpayment | $2,490 | OverpaymentAmt |
| Applied To ES Tax | $2,490 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.WINGSCU.COM/FOUNDATION | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT KUHLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9529978000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14985 GLAZIER AVE | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551247484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN J WAGNER | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| NORMAN C CREVELING | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| VIKRAM ISRANI | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | FMR TREASURER | 0.50 | $0 | $0 | $0 |
| SCOTT KUHLMAN | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | TREASURER | 0.50 | $0 | $0 | $0 |
| GREG HIGGINS | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | SECRETARY | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA OLSON | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | EDUCATION & YOUTH PR | 39.00 | $73,114 | $4,387 | $0 |
| JARED LITTLE | ||||||||
| 14985 GLAZIER AVENUE | APPLE VALLEY | MN | 55124 | EDUCATION SPECIALIST | 34.00 | $59,239 | $3,432 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,332,465 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,028,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,361,048 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,361,048 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,295,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,487 | TotalTaxAmt |
| Distributable Before Adj | $211,295 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $211,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $211,295 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $598,569 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $598,569 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $211,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $492,936 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $370,122 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $261,442 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $375,136 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $400,921 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,900,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $598,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $211,295 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $387,274 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,287,831 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $492,936 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,794,895 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $370,122 | ExcessFromYear4Amt |
| Excess From Year3 | $261,442 | ExcessFromYear3Amt |
| Excess From Year2 | $375,136 | ExcessFromYear2Amt |
| Excess From Year1 | $400,921 | ExcessFromYear1Amt |
| Excess From Current Year | $387,274 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR JOHN J WAGNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14985 GLAZIER AVENUE | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9529978000 | RecipientPhoneNum |
| Form And Info And Materials | FOUNDATION APPLICATION REQUESTS ORGANIZATION DATE, PRIMARY CONTACT PERSON, PROJECT DESCRIPTION OF FINANCIAL INFORMATION, CHILD AND YOUTH EDUCATION PROJECTS GIVEN PRIORITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE GIVEN TO YOUTH EDUCATIONAL PROGRAMS THAT EXHIBIT INNOVATION, COOPERATIVE EFFORTS THAT LEVERAGE FUNDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE OPEN DOOR | |||||||
| 3000 AMES CROSSING RD STE 100 | EAGAN | MN | 55121 | N/A | PC | CONFERENCE ROOM SPONSORSHIP | $1,000 |
| FINANCIAL PURPOSE INC | |||||||
| 15790 SKYLINE AVE NW | PRIOR LAKE | MN | 55372 | N/A | PC | GENERAL SUPPORT | $5,000 |
| EVERY MEAL | |||||||
| 2723 PATTON RD | ROSEVILLE | MN | 55113 | N/A | PC | NUTRITIONAL NEED DONATION | $9,900 |
| MINNESOTA CREDIT UNION NETWORK FOUNDATION | |||||||
| 555 WABASHA STREET NORTH SUITE 200 | ST PAUL | MN | 55102 | N/A | PC | DICE & ICE SPONSORSHIP | $1,050 |
| KIDS IN NEED FOUNDATION | |||||||
| 2719 PATTON ROAD | ROSEVILLE | MN | 55113 | N/A | PC | THANKS A MILLION SPONSOR | $5,000 |
| CROSS SERVICES | |||||||
| PO BOX 574 | ROGERS | MN | 55374 | N/A | PC | EMPTY BOWLS SPONSORSHIP | $500 |
| ROSEMOUNT HS FOUNDATIONSOT NONPROFIT | |||||||
| 3335 142ND ST W | ROSEMOUNT | MN | 55068 | N/A | PC | SUPPORT OUR TEACHER SPONSORSHIP | $500 |
| NATIONAL YOUTH LEADERSHIP COUNCIL | |||||||
| 6715 MINNETONKA BLVD | ST LOUIS PARK | MN | 55426 | N/A | PC | ANNUAL CONFERENCE SPONSORSHIP | $1,500 |
| TWIN CITIES HABITAT FOR HUMANITY | |||||||
| 1954 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55104 | N/A | PC | WINGS BUILDER SPONSORSHIP | $7,200 |
| HIGHLAND ELEMENTARY PTO INC | |||||||
| 14001 PILOT KNOB RD | APPLE VALLEY | MN | 55124 | N/A | PC | FUNDRAISING SUPPORT | $1,000 |
| MINNCO CREDIT UNION FOUNDATION | |||||||
| 2215 3RD AVE NE | CAMBRIDGE | MN | 55008 | N/A | PF | GOLF CLASSIC PLATINUM SPONSORSHIP | $2,000 |
| SOUTHERN ANOKA COMMUNITY ASSISTANCE INC | |||||||
| 627 38TH AVE NE | COLUMBIA HEIGHTS | MN | 55421 | N/A | PC | NUTRITIONAL NEED DONATION | $200 |
| PROP EMPTY BOWLS | |||||||
| 14700 MARTIN DR | EDEN PRAIRIE | MN | 55344 | N/A | PC | EMPTY BOWLS SPONSORSHIP | $500 |
| MINNESOTA CREDIT UNION NETWORK FOUNDATION | |||||||
| 555 WABASHA STREET NORTH SUITE 200 | ST PAUL | MN | 55102 | N/A | PC | CU FOR KIDS SPONSORSHIP | $1,500 |
| DCR CHAMBER OF COMMERCE | |||||||
| 1895 PLAZA DR | EAGAN | MN | 55122 | N/A | NC | SCHOLARSHIPS | $111 |
| TWIN CITIES JESUIT HIGH SCHOOL | |||||||
| 2924 4TH AVE S | MINNEAPOLIS | MN | 55408 | N/A | PC | CRISTO REY HS CORP INTERSHIP | $10,000 |
| EDINA CHAMBER OF COMMERCE | |||||||
| 3300 EDINBOROUGH WAY STE 650 | EDINA | MN | 55435 | N/A | NC | EDINA SHARK TANK COMPETITION DONATION | $1,000 |
| BESTPREP | |||||||
| 7100 NORTHLAND CIRCLE N STE 306 | BROOKLYN PARK | MN | 55428 | N/A | PC | MN BUSINESS VENTURE | $3,600 |
| BESTPREP | |||||||
| 7100 NORTHLAND CIRCLE N STE 306 | BROOKLYN PARK | MN | 55428 | N/A | PC | ANNUAL LUNCHEON SPONSORSHIP | $3,500 |
| BESTPREP | |||||||
| 7100 NORTHLAND CIRCLE N STE 306 | BROOKLYN PARK | MN | 55428 | N/A | PC | EDUCATION FORUM | $2,750 |
| AVENUES FOR YOUTH | |||||||
| 1708 OAK PARK AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | FUNDRAISING SUPPORT | $108 |
| TOPLINE CREDIT UNION FOUNDATION | |||||||
| 9353 JEFFERSON HWY | MAPLE GROVE | MN | 55369 | N/A | PC | LAWN BOWLING SPONSOR | $2,500 |
| EVERY MEAL | |||||||
| 2723 PATTON RD | ROSEVILLE | MN | 55113 | N/A | PC | FUNDRAISING SUPPORT | $269 |
| 360 COMMUNITIES | |||||||
| 501 EAST HIGHWAY 13 SUITE 112 | BURNSVILLE | MN | 55337 | N/A | PC | GOLF TOURNAMENT GOLD SPONSOR | $2,500 |
| PSCU | |||||||
| PO BOX 749439 | ATLANTA | GA | 303749439 | N/A | PC | GENERAL SUPPORT | $2,500 |
| MINNESOTA CREDIT UNION NETWORK FOUNDATION | |||||||
| 555 WABASHA STREET NORTH SUITE 200 | ST PAUL | MN | 55102 | N/A | PC | CU4KIDS GOLF TOURNAMENT TITANIUM SPONSORSHIP | $5,000 |
| WINGS FOR WIDOWS | |||||||
| 290 PEAVEY RD | WAYZATA | MN | 55391 | N/A | PC | SPONSORSHIP | $1,000 |
| AFFINITY PLUS FOUNDATION | |||||||
| 175 WEST LAFAYETTE FRONTAGE RD | ST PAUL | MN | 55107 | N/A | PF | SPONSORSHIP | $6,000 |
| MAGNIFI FINANCIAL FOUNDATION | |||||||
| 3200 NORTHWAY DRIVE SUITE 380 | BROOKLYN CENTER | MN | 55429 | N/A | PF | OKTOBERFEST AND CIDERFEST SPONSORSHIP | $5,000 |
| MINNESOTA CREDIT UNION NETWORK FOUNDATION | |||||||
| 555 WABASHA STREET NORTH SUITE 200 | ST PAUL | MN | 55102 | N/A | PC | TWIN CITIES CHAPTER GOLF SCRAMBLE PRESENTING SPONSOR | $2,500 |
| DANO FUND | |||||||
| 12717 DIAMOND DR | BURNSVILLE | MN | 55337 | N/A | PC | GOLF EVENT DONATION | $250 |
| BLAZE CREDIT UNION FOUNDATION | |||||||
| 401 ROBERT ST N SUITE 150 | ST PAUL | MN | 55101 | N/A | PC | SPONSORSHIP | $5,000 |
| MY CREDIT UNION COMMUNITY FOUNDATION | |||||||
| 9550 LYNDALE AVE S | BLOOMINGTON | MN | 55420 | N/A | PC | SPONSORSHIP | $5,000 |
| VEAP | |||||||
| 9600 ALDRICH AVE SOUTH | BLOOMINGTON | MN | 55420 | N/A | PC | SPONSORSHIP | $5,000 |
| LAKEVILLE NORTH DECA | |||||||
| 19600 IPAVA AVE | LAKEVILLE | MN | 55044 | N/A | PC | LAKEVILLE NORTH DECA CAREER CO | $450 |
| MINNESOTA COUNCIL ON ECONOMIC EDUCATION | |||||||
| 1994 BUFORD AVE | ST PAUL | MN | 55108 | N/A | PC | SPONSORSHIP | $3,500 |
| IDEAL CREDIT UNION FOUNDATION | |||||||
| 8499 TAMARACK ROAD | WOODBURY | MN | 55125 | N/A | PC | I-DILL PICKLEBALL OPEN LUNCH SPONSOR | $1,500 |
| MINNESOTA CREDIT UNION NETWORK FOUNDATION | |||||||
| 555 WABASHA STREET NORTH SUITE 200 | ST PAUL | MN | 55102 | N/A | PC | TOPGOLF CU FOR KIDS DONATION | $100 |
| EAGLE POINT PARENT GROUP | |||||||
| 7850 15TH ST N | OAKDALE | MN | 55128 | N/A | PC | SILENT AUCTION DONATION | $100 |
| KIDS 'N KINSHIP | |||||||
| 14870 GRANADA AVE 127 | APPLE VALLEY | MN | 55124 | N/A | PC | COMMUNITY DONATION | $250 |
| EASTVIEW HS SCHOLARSHIP - EASTVIEW | |||||||
| PO BOX 240905 | APPLE VALLEY | MN | 55124 | NONE | I | SCHOLARSHIP | $1,000 |
| RACHEL BRINKMAN - CONCORDIA UNIVERS | |||||||
| 800 N COLUMBIA AVE | SEWARD | NE | 68434 | NONE | I | SCHOLARSHIP | $5,000 |
| TWYLA PASKA - UNIVERSITY OF MN TWIN | |||||||
| 106 PLEASANT ST SE | MINNEAPOLIS | MN | 55455 | NONE | I | SCHOLARSHIP | $5,000 |
| CAROLINE PERSON - UNIVERSITY OF ST | |||||||
| 2115 SUMMIT AVE - MAIL 5007 | ST PAUL | MN | 55105 | NONE | I | SCHOLARSHIP | $1,000 |
| ISABELLA BORDEN - LUTHER COLLEGE | |||||||
| 700 COLLEGE DRIVE | DECORAH | IA | 52101 | NONE | I | SCHOLARSHIP | $2,000 |
| SOPHEAR EK - METROPOLITAN STATE UNI | |||||||
| 700 E 7TH ST | ST PAUL | MN | 55106 | NONE | I | SCHOLARSHIP | $5,000 |
| ADAM SPAETH - NORTH CENTRAL UNIVERS | |||||||
| 910 ELLIOTT AVE | MINNEAPOLIS | MN | 55404 | NONE | I | SCHOLARSHIP | $2,000 |
| EMILY HATTLING - UNIVERSITY OF MINN | |||||||
| 1049 UNIVERSITY DRIVE | DULUTH | MN | 55812 | NONE | I | SCHOLARSHIP | $2,000 |
| JAKE CONZ - WAYNE STATE UNIVERSITY | |||||||
| 42 W WARREN AVE PO BOX 2340 | DETROIT | MI | 48202 | NONE | I | SCHOLARSHIP | $1,000 |
| LEILANI DEXTER - HOWARD UNIVERSITY | |||||||
| 2400 6TH ST NW 205 | WASHINGTON | DC | 20059 | NONE | I | SCHOLARSHIP | $5,000 |
| BREANNA LEE - UNIVERSITY OF DENVER | |||||||
| 2197 UNIVERSITY BLVD | DENVER | CO | 80210 | NONE | I | SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,338 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,824 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,932 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,093 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISING EVENT INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $87,034 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $352,883 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $352,883 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINGS FINANCIAL CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(14) | OrganizationTypeDesc |
| Relationship Description | HISTORIC AND CONTINUING RELATIONSHIP | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| VELERA | ||||||
| 1 | 560 CARILLON PARKWAY | ST PETERSBURG | FL | 33716 | $29,612 | Yes (X) |
| ANDERSON CC | ||||||
| 2 | 5280 W 74TH ST | EDINA | MN | 55439 | $8,680 | Yes (X) |
| AFFINITY PLUS FCU | ||||||
| 3 | 175 W LAFAYETTE FRONTAGE RD | ST PAUL | MN | 55107 | $9,216 | Yes (X) |
| HARLAND CLARKE | ||||||
| 4 | 15955 LA CENTERA PKWY | SAN ANTONIO | TX | 78256 | $9,216 | Yes (X) |
| LAND TITLE | ||||||
| 5 | 2200 W COUNTY ROAD C SUITE 2205 | ROSEVILLE | MN | 55113 | $7,280 | Yes (X) |
| LUMIN DIGITAL | ||||||
| 6 | 3001 BISHOP DR 110 | SAN RAMON | CA | 94583 | $9,216 | Yes (X) |
| EXPERIAN | ||||||
| 7 | 475 ANTON BLVD | COSTA MESA | CA | 92626 | $6,280 | Yes (X) |
| POPE DESIGN | ||||||
| 8 | 767 N EUSTIS ST SUITE 190 | ST PAUL | MN | 55114 | $9,216 | Yes (X) |
| ISPACE | ||||||
| 9 | 3701 WAYZATA BLVD | MINNEAPOLIS | MN | 55416 | $6,280 | Yes (X) |
| TRUSTAGE | ||||||
| 10 | PO BOX 391 5910 MINERAL POINT RD | MADISON | WI | 53701 | $10,680 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,783 | Amt |
| Net Investment Income | $13,392 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,391 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MINNCO CREDIT UNION FOUNDATION | |||||||||||
| 2215 3RD AVE NE | CAMBRIDGE | MN | 55008 | 2024-04-29 | $2,000 | FUNDRAISER TO SUPPORT FINANCIAL LITERACY AND EDUCATIONAL PROGRAMMING. | $2,000 | NONE | 05/22/24 | 2024-05-22 | ENSURED GRANT WAS USED FOR FINANCIAL LITERACY AND EDUCATIONAL PURPOSES AS OF DECEMBER 31, 2024 AS OUTLINED IN THE GRANT APPLICATION. |
| DAKOTA COUNTY REGIONAL CHAMBER OF COMMERCE | |||||||||||
| 1895 PLAZA DR | EAGAN | MN | 55122 | 2024-04-30 | $111 | FUNDRAISER TO ADVANCE THE GENERAL WELFARE AND PROSPERITY OF DAKOTA COUNTY, MINNESOTA. | $111 | NONE | 3/15/24 | 2024-03-15 | ENSURED GRANT WAS USED TO ADVANCE THE GENERAL WELFARE AND PROSPERITY OF DAKOTA COUNTY AS OF DECEMBER 31, 2024 AS OUTLINED IN THE GRANT APPLICATION. |
| EDINA CHAMBER OF COMMERCE | |||||||||||
| 3300 EDINBOROUGH WAY STE 650 | EDINA | MN | 55435 | 2024-05-31 | $1,000 | FUNDRAISER TO ADVANCE THE GENERAL WELFARE AND PROSPERITY OF EDINA, MINNESOTA. | $1,000 | NONE | 05/02/24 | 2024-05-02 | ENSURED GRANT WAS USED TO ADVANCE THE GENERAL WELFARE AND PROSPERITY OF EDINA AS OF DECEMBER 31, 2024 AS OUTLINED IN THE GRANT APPLICATION. |
| AFFINITY PLUS FOUNDATION | |||||||||||
| 175 WEST LAFAYETTE FRONTAGE ROAD | ST PAUL | MN | 55107 | 2024-08-30 | $6,000 | DUELING FOR DREAMS FUNDRAISER TO HELP END CYCLES OF FINANCIAL INEQUITY THROUGH LIFE-CHANGING PROGRAMMING. | $6,000 | NONE | 09/26/24 | 2024-09-26 | ENSURED GRANT WAS USED FOR FINANCIAL ASSISTANCE PURPOSES AS OF DECEMBER 31, 2024 AS OUTLINED IN THE GRANT APPLICATION. |
| MAGNIFI FINANCIAL FOUNDATION | |||||||||||
| 3200 NORTHWAY DRIVE SUITE 380 | BROOKLYN CENTER | MN | 55429 | 2024-09-21 | $5,000 | TO HELP END CYCLES OF FINANCIAL INEQUITY AND COMMUNITY SUPPORT. | $5,000 | NONE | 10/03/24 | 2024-10-03 | ENSURED GRANT WAS USED FOR FINANCIAL ASSISTANCE PURPOSES AS OF DECEMBER 31, 2024 AS OUTLINED IN THE GRANT APPLICATION. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY EMERGING MARKETS | FMV | $128,194 | $128,194 |
| FIDELITY PURITAN | FMV | $128,159 | $128,159 |
| FIDELITY LARGE CAP GROWTH INDEX FUND | FMV | $195,511 | $195,511 |
| ISHARES S&P 500 INDEX INVESTOR A | FMV | $145,398 | $145,398 |
| COLUMBIA THERMOSTAT CL A | FMV | $97,976 | $97,976 |
| GOTHAM TOTAL RETURN CLASS I | FMV | $167,507 | $167,507 |
| LORD ABBETT CONVERTIBLE FD CL A | FMV | $79,222 | $79,222 |
| T ROWE PRICE GLOBAL STOCK | FMV | $228,939 | $228,939 |
| FIDELITY CAPITAL & INCOME | FMV | $125,036 | $125,036 |
| FIDELITY INVESTMENT GRADE | FMV | $71,801 | $71,801 |
| FIDELITY FOCUSED HIGH INCOME FUND | FMV | $45,453 | $45,453 |
| BLACKROCK GLOBAL LONG/SHORT CREDIT A | FMV | $58,319 | $58,319 |
| DOUBLINE STRATEGIC COMMODITY CL N | FMV | $103,797 | $103,797 |
| PARAMETRIC COMMODITY STRATEGIC CL A | FMV | $53,184 | $53,184 |
| T ROWE PRICE QM US BOND INDEX INVESTOR | FMV | $74,293 | $74,293 |
| PACER FDS TR PACER US SMALL | FMV | $88,306 | $88,306 |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | FMV | $67,860 | $67,860 |
| INVESCO ETF TRUST II INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | FMV | $57,277 | $57,277 |
| INVESCO QQQ TR UNIT SER I | FMV | $127,807 | $127,807 |
| INVESCO EXCHANGE TRADED FD TR GBL | FMV | $203,073 | $203,073 |
| INVESCO EXCHANGE TRADED FD TR WATER | FMV | $86,772 | $86,772 |
| INVESCO EXCHANGE TRADED FD TR S&P | FMV | $93,640 | $93,640 |
| INVESTMENT MANAGERS SER TR II AXS CHANGE | FMV | $104,356 | $104,356 |
| ISHARES INC MSCI BIC ETF | FMV | $33,754 | $33,754 |
| ISHARES TR NORTH AMERN NAT | FMV | $105,702 | $105,702 |
| ISHARES MORTGAGE REAL ESTATE ETF | FMV | $49,412 | $49,412 |
| FIRST DJ INTERNATIONAL | FMV | $22,579 | $22,579 |
| VANGUARD INTL EQUITY INDEX FDS | FMV | $83,802 | $83,802 |
| VANGUARD REAL ESTATE ETF | FMV | $86,248 | $86,248 |
| ISHARES TR US TREAS BD ETF | FMV | $66,251 | $66,251 |
| ISHARES INTL AGGREGATE BOND | FMV | $69,588 | $69,588 |
| VANGUARD CHARLOTTE FDS TOTAL INTL BD | FMV | $72,338 | $72,338 |
| ISHARES CORE GROWTH ALLOCATION ETF | FMV | $207,491 | $207,491 |
| ABRDN INCOME CREDIT STRATEGIES FUND | FMV | $76,898 | $76,898 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,101 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,101 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING & PROMOTIONAL | $2,842 | $0 | $2,842 |
| OFFICE OPERATIONS | $4,433 | $0 | $4,433 |
| COMMUNITY EDUCATION SOFTWARE | $128,641 | $0 | $128,641 |
| FUNDRAISING EXPENSE | $60,760 | $0 | $60,760 |
| MISCELLANEOUS EXPENSES | $2,496 | $0 | $2,496 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISING EVENT INCOME | Desc |
| Revenue And Expenses Per Books | $87,034 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $87,034 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $100,287 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,687 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,687 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,583 | Amt |
| Net Investment Income | $1,583 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments