CUMMINS FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CUMMINS FAMILY FOUNDATION (EIN 41-1920226)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-04-10
IRS object ID
201841009349100909
Schema version
2016v3.0
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)
Return2018-04-10T12:25:48-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411920226EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CUMMINS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCUMMBusinessNameControlTxt
Phone6124756676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 CARLSON PARKWAY NO 375AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554474446ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT CUMMINSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6124756676PhoneNum
Signature2018-02-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDUDLEY RYANPreparerPersonNm
PTINP01305894PTIN
Phone6123764500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-02-26IPDt
IP Tm07:21:49IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAEB561FE889C33FEC0A971B5B75B31039963007AAtSubmissionCreationDeviceId
At Submission Filing Device IdCB4EC821B1E4074F7E164BE89CFDFC916BCF5C74AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$35,319,270FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,300,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$174,909DividendsRevAndExpnssAmt
Dividends Net Invst Incm$174,909DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,474,948TotalRevAndExpnssAmt
Total Net Invst Incm$174,948TotalNetInvstIncmAmt
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$3,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,800AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,553OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,553OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,153TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,353TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,800TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,400,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,400,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,412,153TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,353TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,401,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62,795ExcessRevenueOverExpensesAmt
Net Investment Income$169,595NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,750,973CashBOYAmt
Cash EOY$7,653,156CashEOYAmt
Cash EOYFMV$7,653,156CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$20,160,612USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$20,291,206USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,907,892CorporateStockBOYAmt
Corporate Stock EOY$3,907,892CorporateStockEOYAmt
Corporate Stock EOYFMV$5,186,784CorporateStockEOYFMVAmt
Corporate Bonds BOY$99,812CorporateBondsBOYAmt
Corporate Bonds EOY$99,812CorporateBondsEOYAmt
Corporate Bonds EOYFMV$91,897CorporateBondsEOYFMVAmt
Other Investments BOY$1,416,656OtherInvestmentsBOYAmt
Other Investments EOY$1,416,656OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,096,227OtherInvestmentsEOYFMVAmt
Total Assets BOY$33,175,333TotalAssetsBOYAmt
Total Assets EOY$33,238,128TotalAssetsEOYAmt
Total Assets EOYFMV$35,319,270TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$33,175,333CapitalStockBOYAmt
Capital Stock EOY$33,238,128CapitalStockEOYAmt
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$33,175,333TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$33,238,128TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,175,333TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$33,238,128TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,175,333TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62,795ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$33,238,128SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$33,238,128TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPROCEEDS FROM CLASS ACTION SETTLEMENTSPropertyDesc
Gross Sales Price$39GrossSalesPriceAmt
Gain Or Loss$39GainOrLossAmt
Gains Minus Excess Or Losses$39GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$39CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,601,950AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$34,008,940NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047104DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,651,930AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$33,166,722NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049807DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,451,930AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$31,050,390NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046760DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,251,920AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$29,265,287NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042778DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,001,548AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$26,306,366NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038072DistributionYr5Rt
Total Distribution0.224521TotalDistributionRt
Average Distribution0.044904AverageDistributionRt
Net Vl Noncharitable Assets$34,110,931NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,531,717AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,696NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,533,413AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,401,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,696InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,696SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,696TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,140EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,140TotalPaymentsAndCreditsAmt
Overpayment$3,444OverpaymentAmt
Applied To ES Tax$3,444AppliedToESTaxAmt
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 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 AddressNONEWebsiteAddressTxt
Individual With BooksROBERT CUMMINSIndividualWithBooksNm
Phone7634756676PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 CARLSON PARKWAY SUITE 375AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55447ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT CUMMINS
2 CARLSON PARKWAY SUITE 375PLYMOUTHMN55447PRESIDENT0.25$0$0$0
JOAN CUMMINS
2 CARLSON PARKWAY SUITE 375PLYMOUTHMN55447TREASURER0.25$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$16,928,322AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,702,065AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,630,387TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,630,387AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$519,456CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,110,931NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,705,547MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,705,547MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,696TaxBasedOnInvestmentIncomeAmt
Total Tax$1,696TotalTaxAmt
Distributable Before Adj$1,703,851DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,703,851DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,703,851DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,401,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,401,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,696PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,400,104AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,703,851DistributableAsAdjustedAmt
Undistributed Income PY$1,633,998UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,401,800QualifyingDistributionsAmt
Applied To Year1$1,633,998AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,703,851AppliedToCurrentYearAmt
Remaining Distri From Corpus$63,951RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$63,951TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$63,951ExcessDistriCyovToNextYrAmt
Excess From Current Year$63,951ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT CUMMINSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PROVIDENCE ACADEMY
15100 SCHMIDT LAKE ROADPLYMOUTHMN55446501(C)(3)GENERAL OPERATIONS$2,400,000
ST PAUL'S CATHOLIC NEWMAN CENTER
1141 UNIVERSITY DR NFARGOND58102501(C)(3)GENERAL OPERATIONS$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,400,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$174,909ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$174,948ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$174,948TotalIncomeProducingActyAmt

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 Line1ROBERT & JOAN CUMMINSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12 CARLSON PARKWAYAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55447ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,600Amt
Net Investment Income$1,800NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,800DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPIMCO TOTAL RETURN FUND (8,904.72 SH)BondNm
EOY Book Value$99,812EOYBookValueAmt
EOYFMV$91,897EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MCDONALDS CORP (13,475 SH)$1,288,412$2,111,263
CAL-MAINE FOODS INC (16,768 SH)$660,324$689,165
COCA COLA CO. (31,270 SH)$1,278,005$1,407,463
AMERICAN STATES WATER CO (19,876 SH)$681,151$978,893

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$20,160,612USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$20,291,206USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemISHARE SP500 BAR GROWTHCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,416,656BookValueAmt
EOYFMV$2,096,227EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEECategoryTxt
Amt$3,553Amt
Net Investment Income$3,553NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS - 2016 ESTIMATED TAX PAYMENTSCategoryTxt
Amt$5,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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