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LENFESTEY FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LENFESTEY FAMILY FOUNDATION INC (EIN 39-1748548)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-03-14
IRS object ID
201820739349100407
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)
Return2018-03-14T12:18:50-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391173131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHENCK SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 23819AddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP543053819ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391748548EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LENFESTEY FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O PRIVATE PHILANTHROPY SERVICESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLENFBusinessNameControlTxt
Phone9204367800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 RIVERSIDE DRIVEAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES LENFESTEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9204367800PhoneNum
Signature2018-02-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE R MULLOYPreparerPersonNm
PTINP01241748PTIN
Phone9204367800PhoneNum
Preparation2018-02-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.142.163.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-02-27IPDt
IP Tm09:56:02IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA5345BC4DE5C4E78ED984795A38A35ED142D6D46AtSubmissionCreationDeviceId
At Submission Filing Device IdB602D594AFD2B0B327E07A06F36CA6A7E42546D0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,690,949FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$255InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$255InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,774DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,774DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$190,171NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,070,321GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$190,171CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$222,200TotalRevAndExpnssAmt
Total Net Invst Incm$222,200TotalNetInvstIncmAmt
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$1,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$825AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$825AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,500OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$13,744OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,872OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,872OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,394TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,197TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,197TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$111,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$111,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$131,394TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,197TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$121,197TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$90,806ExcessRevenueOverExpensesAmt
Net Investment Income$212,003NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$232,934SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$472,432SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$472,432SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,012,278CorporateStockBOYAmt
Corporate Stock EOY$1,863,586CorporateStockEOYAmt
Corporate Stock EOYFMV$2,218,517CorporateStockEOYFMVAmt
Total Assets BOY$2,245,212TotalAssetsBOYAmt
Total Assets EOY$2,336,018TotalAssetsEOYAmt
Total Assets EOYFMV$2,690,949TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,245,212CapitalStockBOYAmt
Capital Stock EOY$2,336,018CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,245,212TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,336,018TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,245,212TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,336,018TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,245,212TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$90,806ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,336,018SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,336,018TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICY TRADED SECURITIES$2,068,328$1,880,150$188,178$188,178
CAPITAL GAINS DIVIDENDS$1,993$1,993$1,993P
FieldValueIRS element (for citing)
Capital Gain Net Income$190,171CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$117,512AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,327,293NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050493DistributionYr1Rt
Adjusted Qlfy Distri Yr2$119,454AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,414,768NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049468DistributionYr2Rt
Adjusted Qlfy Distri Yr3$92,046AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,401,113NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038335DistributionYr3Rt
Adjusted Qlfy Distri Yr4$83,306AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,122,405NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039251DistributionYr4Rt
Adjusted Qlfy Distri Yr5$64,783AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,892,772NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.034227DistributionYr5Rt
Total Distribution0.211774TotalDistributionRt
Average Distribution0.042355AverageDistributionRt
Net Vl Noncharitable Assets$2,542,950NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$107,707AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,120NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$109,827AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$121,197QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,120InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,120SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,120TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,295EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,295TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,175OverpaymentAmt
Applied To ES Tax$1,175AppliedToESTaxAmt
Refund$0RefundAmt

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 StateWIOrgReportOrRegisterStateCd
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 BooksJIM LENFESTEYIndividualWithBooksNm
Phone6127307435PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11833 GIRARD AVE SAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55403ZIPCd
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
JAMES LENFESTEY
1833 GIRARD AVE SMINNEAPOLISMN55403PRESIDENT0.50$0$0$0
SUSAN LENFESTEY
1833 GIRARD AVE SMINNEAPOLISMN55403DIRECTOR0.50$0$0$0
DORA LENFESTEY
4112 LINDEN AVENUE NSEATTLEWA98103VP/SEC0.50$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$2,111,718AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$469,957AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,581,675TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,581,675AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,725CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,542,950NetVlNoncharitableAssetsAmt
Minimum Investment Return$127,148MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$127,148MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,120TaxBasedOnInvestmentIncomeAmt
Total Tax$2,120TotalTaxAmt
Distributable Before Adj$125,028DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$125,028DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$125,028DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$121,197ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$121,197QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,120PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$119,077AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$125,028DistributableAsAdjustedAmt
Undistributed Income PY$8,192UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$121,197QualifyingDistributionsAmt
Applied To Year1$8,192AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$113,005AppliedToCurrentYearAmt
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$12,023UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPRIVATE PHILANTHROPY SERVICESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1318 W 48TH STAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55419ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6128251050RecipientPhoneNum
Form And Info And MaterialsNO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350 ORG
20 JAY STREET STE 732BROOKLYNNY11201N/APCGENERAL CHARITABLE OPERATIONS$2,500
ACHIEVE MINNEAPOLIS
111 THIRD AVE SO SUITE 5MINNEAPOLISMN55401N/APCGENERAL CHARITABLE OPERATIONS$1,000
ALLIANCE FOR SUSTAINABILITY
2801 21ST AVE SO SUIT 110MINNEAPOLISMN55407N/APCGENERAL CHARITABLE OPERATIONS$1,000
ANDERSON CENTER
163 TOWER VIEW DRIVERED WINGMN55066N/APCGENERAL CHARITABLE OPERATIONS$5,000
COFFEE HOUSE PRESS
79 13TH AVE SO SUITE 110MINNEAPOLISMN55413N/APCGENERAL CHARITABLE OPERATIONS$2,000
CONGREGATIONS CARING FOR CREATION DBA MINNESOTA INTERFAITH POWER AND LIGHT
3333 N 4TH STREETMINNEAPOLISMN55412N/APCGENERAL CHARITABLE OPERATIONS$1,000
EARTHJUSTICE
50 CALIFORNIA STREET STE 500SAN FRANCISCOCA94111N/APCGENERAL CHARITABLE OPERATIONS$2,000
ECONOMIC OPPORTUNITY INSTITUTE
603 STEWART STREET STE 715SEATTLEWA98101N/APCGENERAL CHARITABLE OPERATIONS$1,000
ENVIRONMENTAL DEFENSE
257 PARK AVE SNEW YORKNY10010N/APCGENERAL CHARITABLE OPERATIONS$1,000
ERNEST C OBERHOLTZER FOUNDATION
818 THIRD AVE 305EXELSIORMN55331N/APCGENERAL CHARITABLE OPERATIONS$1,000
FOR THE LOVE OF WATER
153 1/2 EAST FRONT STREET SUITETRAVERSE CITYMI49684N/APCGENERAL CHARITABLE OPERATIONS$5,000203C
FRESH ENERGY
408 ST PETER STREET SUITE 220ST PAULMN551021125N/APCGENERAL CHARITABLE OPERATIONS$1,500
GRAYWOLF PRESS
250 THIRD AVE N SUITE 600MINNEAPOLISMN55401N/APCGENERAL CHARITABLE OPERATIONS$1,000
GUTHRIE THEATER FOUNDATION
818 S 2ND STMINNEAPOLISMN55415N/APCGENERAL CHARITABLE OPERATIONS$3,000
KAPKA COOPERATIVE SCHOOL
510 N 49TH STSEATTLEWA98103N/APCGENERAL CHARITABLE OPERATIONS$3,000
LEAGUE OF WOMEN VOTERS OF SEATTLE EDUCATION FUND
1620 18TH AVENUE STE 101SEATTLEWA981227007N/APCEDUCATION FUND$1,000
MACKINAC ISLAND COMMUNITY FOUNDATION
PO BOX 1933MACKINAC ISLANDMI49757N/APCGENERAL CHARITABLE OPERATIONS$5,000
MILKWEED EDITIONS
1011 WASHINGTON AVE SOMINNEAPOLISMN55411N/APCGENERAL CHARITABLE OPERATIONS$1,500
MINNESOTA CENTER FOR BOOK ARTS
1011 WASHINGTON AVE S SUITE 100MINNEAPOLISMN55415N/APCGENERAL OPERATIONS SUPPORT IN HONOR$1,000
MINNESOTA CENTER FOR BOOK ARTS
1011 WASHINGTON AVE S SUITE 100MINNEAPOLISMN55415N/APCGENERAL CHARITABLE OPERATIONS$1,000
MIXED BLOOD THEATER
1501 S 4TH STMINNEAPOLISMN55454N/APCGENERAL CHARITABLE OPERATIONS$1,000
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940N/APCGENERAL CHARITABLE OPERATIONS$2,000
PENUMBRA THEATER
270 KENT STREETST PAULMN55102N/APCIN HONOR OF LOU BELLAMY AND HIS A.P. ANDERSON AWARD$2,500
PLANNED PARENTHOOD
123 WILLIAM STNEW YORKNY10038N/APCGENERAL CHARITABLE OPERATIONS$1,500
PLYMOUTH CONGREGATIONAL CHURCH
1900 NICOLLET AVEMINNEAPOLISMN55403N/APCGENERAL CHARITABLE OPERATIONS$4,000
PROJECT SUCCESS
ONE GROVELAND TERRACE SUITE 300MINNEAPOLISMN55403N/APCGENERAL CHARITABLE OPERATIONS$1,000
RAIN TAXI REVIEW OF BOOKS
PO BOX 3840MINNEAPOLISMN55403N/APCREVIEW OF BOOKS$1,000
RED DRAGONFLY PRESS
307 OXFORD STNORTHFIELDMN55057N/APCGENERAL CHARITABLE OPERATIONS$1,000
SANTA FE PREPARATORY SCHOOL
1101 CAMINO DE LA CRUZ BLANCASANTA FENM87505N/APCTUITION ASSISTANCE PROGRAM$2,000
SAVE OUR SHORES
345 LAKE AVENUE STE ASANTA CRUZCA95062N/APCGENERAL OPERATING OPERATIONS$3,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1300OAKLANDCA94612N/APCNORTH STAR CHAPTER$500
THE CIRCLE
PO BOX 6026MINNEAPOLISMN55406N/APCGENERAL CHARITABLE OPERATIONS$1,000
THE LOFT LITERARY CENTER
1011 WASHINGTON AVE S SUITE 200MINNEAPOLISMN55415N/APCGENERAL CHARITABLE OPERATIONS$4,000
UNION OF CONCERNED SCIENTISTS
PO BOX 4123WOBURNMA018884123N/APCGENERAL CHARITABLE OPERATIONS$1,000
UNIVERSITY OF MN FOUNDATION
309 19TH AVENUE SOUTHMINNEAPOLISMN55455N/APCA GIFT TO THE IVORY TOWER ANNIVERSARY$1,000
WATCH
608 2ND AVE SO NORTHSTAR EAST SUITEMINNEAPOLISMN55402N/APCGENERAL CHARITABLE OPERATIONS$17,000465
ACLU-MN FOUNDATION
2300 MYRTLE AVE STE 180ST PAULMN55104PCGENERAL CHARITABLE OPERATIONS$1,000
BLACK MESA TRUST
PO BOX 33KYKOTSMOVIAR86039N/APCGENERAL CHARITABLE OPERATIONS$2,500
BRAC USA INC
110 WILLIAM ST 29TH FLOORNEW YORKNY10038N/APCGENERAL CHARITABLE OPERATIONS$1,500
CITIZENS' CLIMATE EDUCATION
1330 ORANGE AVE 309CORONADOCA92118N/APCCITIZENS CLIMATE EDUCATION$1,000
INTERNATIONAL SOCIAL SERVICES
200 E LEXINGTON ST STE 1700BALTIMOREMD21202N/APCGENERAL CHARITABLE OPERATIONS$2,000
LENSIC PERFORMING ARTS CENTER
211 W SAN FRANCISCO STSANTE FENM87501N/APCPASS PROGRAM$3,000
PENUMBRA THEATER
270 KENT STREETST PAULMN55102N/APCGENERAL CHARITABLE OPERATIONS$1,000
UNITED WAY OF KING COUNTY
720 2ND AVESEATTLEWA98104N/APCGENERAL CHARITABLE OPERATIONS$1,000
UNIVERSITY OF MN FOUNDATION
309 19TH AVENUE SOUTHMINNEAPOLISMN55455N/APCUNIVERSITY LIBRARY FUND$1,000
THE WOMANS CLUB OF MINNEAPOLIS
410 OAK GROVE STMINNEAPOLISMN55403N/APCCAMPAIGN FOR THE FUTURE$12,000
WORLD RESOURCES INSTITUTE
10 G ST NE STE 800WASHINGTONDC20002PCGENERAL CHARITABLE OPERATIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$111,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$255ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,774ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion20ExclusionCd
Exclusion$190,171ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$222,200ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$222,200TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,650Amt
Net Investment Income$825NetInvestmentIncomeAmt
Disbursements Charitable Prps$825DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
POWERSHARES$168,164$214,793
SELECT SECTOR SPDR TRUST FINANCIAL SELECT SECTOR FUND$231,403$302,712
SELECT SECTOR SPDR TRUST INDUSTRIAL SELECT INDEX$162,931$229,507
SELECT SECTOR SPDR TRUST MATERIALS SELECT SEC INDEX$65,874$84,621
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT INDEX$240,373$342,324
GREEN CENTY FDS EQUITY FD$524,506$556,847
GREEN CENTY FDS MSCI INTL INDEX INSTITUTIONAL$470,335$487,713

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AGENCY FEES$13,644$6,822$6,822
BANK FEE$100$50$50

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPRIVATE PHILANTHROPY SERVICECategoryTxt
Amt$5,000Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

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