PATTERSON DENTAL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PATTERSON DENTAL FOUNDATION (EIN 74-3076772)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-10
- IRS object ID
- 201842539349100404
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-10T10:53:27-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463220328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKINS HENKE AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 INWOOD AVENUE NORTH SUITE 160 | AddressLine1Txt |
| City | OAKDALE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743076772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATT | BusinessNameControlTxt |
| Phone | 6516861725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE HENRIQUES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6516861725 | PhoneNum |
| Signature | 2018-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA AKINS | PreparerPersonNm |
| PTIN | P00950359 | PTIN |
| Phone | 6516363806 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.244.196.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-08-28 | IPDt |
| IP Tm | 11:29:14 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F01F171401DE3E53274E3F0579634183BA085B6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7F01F171401DE3E53274E3F0579634183BA085B6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,548,942 | 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 | $285,516 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $601,147 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $601,147 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,572,561 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,191,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,572,561 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,459,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,173,708 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,120 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,120 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,126 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,644 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,482 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $189,621 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $171,101 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,520 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,970 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,875 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $254,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $176,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,229,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,184,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,483,932 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $176,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,229,772 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $975,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,996,963 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,678 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,678 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $41,393 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $2,000 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $52,856 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $39,393 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $39,393 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,503 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,450 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,450 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $21,113,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,385,136 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,385,136 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $46,115 | OtherAssetsBOYAmt |
| Other Assets EOY | $46,285 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $46,285 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,265,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,548,942 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,548,942 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $47,617 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $45,045 | AccountsPayableEOYAmt |
| Grants Payable EOY | $44,445 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $47,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,490 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $21,218,109 | UnrestrictedBOYAmt |
| Unrestricted EOY | $23,459,452 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,218,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,459,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,265,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,548,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,218,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $975,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,266,051 | OtherIncreasesAmt |
| Subtotal | $23,459,452 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,459,452 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WELLS FARGO INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $16,191,469 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,618,908 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,572,561 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,572,561 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,572,561 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,225,032 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,509,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059731 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,007,199 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,019,951 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047916 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $920,374 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,474,343 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044953 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $748,138 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,520,271 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040396 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $838,692 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,660,879 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050339 | DistributionYr5Rt |
| Total Distribution | 0.243335 | TotalDistributionRt |
| Average Distribution | 0.048667 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,207,393 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,080,767 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,970 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,100,737 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,229,772 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,970 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,970 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,417 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,417 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,447 | OverpaymentAmt |
| Applied To ES Tax | $6,447 | 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 | WWW.PATTERSONFOUNDATION.NET | WebsiteAddressTxt |
| Individual With Books | R STEPHEN ARMSTRONG | IndividualWithBooksNm |
| Phone | 6516861600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| R STEPHEN ARMSTRONG | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | TREASURER | 0.40 | $0 | $0 | $0 |
| RONALD E EZERSKI | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| GEORGE L HENRIQUES | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| LESLIE B KORSH | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | SECRETARY | 0.40 | $0 | $0 | $0 |
| KELLY A BAKER | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| SCOTT P ANDERSON | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | VICE PRESIDENT | 0.40 | $0 | $0 | $0 |
| JAMES W WILTZ | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| TODD W MUELLER | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| GARY D JOHNSON | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | VICE PRESIDENT | 0.40 | $0 | $0 | $0 |
| PAMELA A HEMMEN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| DAVID G MISIAK | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | PRESIDENT | 0.40 | $0 | $0 | $0 |
| DALE A SPANN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| KEVIN POHLMAN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIT INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 IDS CENTER 80 SOUTH 8TH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $126,569 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $22,305,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,440 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $90,128 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,545,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,545,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $338,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,207,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,110,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,110,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,970 | TotalTaxAmt |
| Distributable Before Adj | $1,090,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,090,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,090,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,229,772 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,229,772 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,970 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,209,802 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,090,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $562,179 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,229,772 | QualifyingDistributionsAmt |
| Applied To Year1 | $562,179 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $667,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $422,807 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHELLE MENNICKE FOUNDATION MANAGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6516861929 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE ALL ITEMS REQUESTED IN THE GRANT APPLICATION. GRANT APPLICATIONS CAN BE OBTAINED BY WRITING, EMAILING (INFORMATION@PATTERSONFOUNDATION.NET) OR CALLING (651) 686-1929. THE GRANT APPLICATION INCLUDES A BRIEF DESCRIPTION OF YOUR PROJECT AND STATEMENT OF NEED, SUMMARY OF THE ORGANIZATION, ITS MISSION AND GOALS, ORGANIZATION BUDGET, AND A PROJECT BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MOST APPLICATIONS THAT RECEIVE FUNDING REQUIRE 60 TO 140 DAYS FOR CONSIDERATION AND APPROVAL. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION FOCUSES ON PROVIDING GRANTS IN EDUCATION, HEALTH AND HUMAN SERVICES, AND EDUCATIONAL SCHOLARSHIPS. EDUCATION GRANTS ARE SUPPORT FOR EDUCATION IN THE FOUNDATION'S FOCUS AREAS OF ORAL HEALTH, ANIMAL HEALTH, AND OCCUPATIONAL AND PHYSICAL REHABILITATION. HEALTH AND HUMAN SERVICES GRANTS ASSIST PROGRAMS THAT BENEFIT ECONOMICALLY DISADVANTAGED PEOPLE OR YOUTH WITH SPECIAL NEEDS. EDUCATIONAL SCHOLARSHIPS ARE SUPPORT FOR DEPENDENTS OF PATTERSON COMPANIES, INC EMPLOYEES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INDIANA DENTAL ASSOCIATION FOUNDATION FOR DENTAL HEALTH | |||||||
| 1319 EAST STOP 10 ROAD | INDIANAPOLIS | IN | 46227 | NONE | PUBLIC CHARITY | INDIANA MISSION OF MERCY FREE DENTAL CLINIC. | $5,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON | |||||||
| 924 G STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | 2017 MID-MARYLAND MISSION OF MERCY EVENT. | $3,750 |
| AMERICA'S DENTIST CARE FOUNDATION | |||||||
| 9110 E 35TH ST N | WICHITA | KS | 67226 | NONE | PUBLIC CHARITY | REPLACEMENT TRAILER FOR EQUIPMENT SUSTAINABLILTY. | $30,000 |
| AMERICA'S VET DOGS - THE VETERAN'S K-9 CORPS | |||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11720 | NONE | PUBLIC CHARITY | AMERICA'S VETDOGS PRISON PUPPY PROGRAMS, TRANSPORT VEHICLE MODIFICATIONS. | $35,000 |
| AMERICAN ACADEMY OF COSMETIC DENTISTRY CHARITABLE FOUNDATION | |||||||
| 402 WEST WILSON STREET | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GIVE BACK A SMILE. | $2,300 |
| NORTH CAROLINA DENTAL HEALTH FUND | |||||||
| 1600 EVANS ROAD | CARY | NC | 27513 | NONE | PUBLIC CHARITY | NORTH CAROLINA MISSION OF MERCY EVENT - NEW BERN. | $2,500 |
| FLORIDA DENTAL ASSOCIATION FOUNDATION | |||||||
| 1111 EAST TENNESSEE STREET | TALLAHASSE | FL | 32308 | NONE | PUBLIC CHARITY | FLORIDA MISSION OF MERCY EVENT. | $5,000 |
| CALIFORNIA DENTAL ASSOCIATION FOUNDATION | |||||||
| 1201 K STREET 15TH FLOOR | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | CDC CARES BASKERFIELD. | $5,000 |
| CARE CLINIC | |||||||
| 1407 WEST 4TH STREET | RED WING | MN | 55066 | NONE | PUBLIC CHARITY | SAFETY NET DENTAL CARE IN RURAL MINNESOTA. | $8,000 |
| COLORADO MISSION OF MERCY | |||||||
| 712 NINTH STREET | PENROSE | CO | 81240 | NONE | PUBLIC CHARITY | 2017 COLORADO MISSION OF MERCY EVENT. | $5,000 |
| EL PASO TEXAS MISSION OF MERCY | |||||||
| 1810 MCRAE BLVD | EL PASO | TX | 79925 | NONE | PUBLIC CHARITY | EL PASO TEXAS MISSION OF MERCY EVENT. | $3,750 |
| CENTRAL ARIZONA DENTAL SOCIETY FOUNDATION | |||||||
| 5300 N CENTRAL AVENUE SUITE 200 | PHOENIX | AZ | 85012 | NONE | PUBLIC CHARITY | ARIZONA DENTAL MISSION OF MERCY EVENT. | $5,000 |
| DENTAL LIFELINE NETWORK | |||||||
| 1800 15TH STREET SUITE 100 | DENVER | CO | 80202 | NONE | PUBLIC CHARITY | NATIONAL DONATED DENTAL SERVICES PROGRAM. | $100,000 |
| ADA JENKINS CENTER | |||||||
| PO BOX 1842 | DAVIDSON | NC | 28036 | NONE | PUBLIC CHARITY | MOBILE COMMUNITY DENTAL CLINIC. | $10,000 |
| COMMUNITY VOLUNTEERS IN MEDICINE | |||||||
| 300B LAWRENCE DRIVE | WEST CHESTER | PA | 19380 | NONE | PUBLIC CHARITY | CVIM DENTAL PROGRAM. | $5,000 |
| BODY OF CHRIST COMMUNITY CLINIC INC | |||||||
| 2608 N MAIN B269 | BELTON | TX | 76513 | NONE | PUBLIC CHARITY | DENTAL CARE FOR THE UNDERSERVED. | $8,259 |
| GOOD SAMARITAN CARE CLINIC | |||||||
| 501 W US HWY 60 | MOUNTAIN VIEW | MO | 65548 | NONE | PUBLIC CHARITY | DENTAL PARTNERSHIP WITH OTC TO EXPAND CARE TO THE UNINSURED/LOW-INCOME. | $4,010 |
| HEART AND SOUL FREE CLINIC INC | |||||||
| 202 PENN STREET PO BOX 478 | WESTFIELD | IN | 46074 | NONE | PUBLIC CHARITY | HEART AND SOUL FREE DENTAL CLINIC. | $5,000 |
| HOLLAND FREE HEALTH CLINIC | |||||||
| 99 W 26TH STREET | HOLLAND | MI | 49423 | NONE | PUBLIC CHARITY | PROVIDING COMPREHENSIVE DENTAL CARE TO THE LOCAL UNDERSERVED. | $9,800 |
| ACCESS HEALTH INC - MUSKEGON VOLUNTEER DENTAL CARE | |||||||
| 1200 RANSOM | MUSKEGON | MI | 49442 | NONE | PUBLIC CHARITY | MUSKEGON VOLUNTEER FOR DENTAL CARE. | $5,000 |
| INTERFAITH DENTAL CLINIC | |||||||
| 1721 PATTERSON STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | AFFORDABLE DENTISTRY FOR THE WORKING POOR AND ELDERLY. | $17,655 |
| CONEJO FREE CLINIC | |||||||
| 80 E HILLCREST DRIVE SUITE 102 | THOUSAND OAKS | CA | 91360 | NONE | PUBLIC CHARITY | CONEJO FREE DENTAL CLINIC. | $25,000 |
| KIDSMILES PEDIATRIC DENTAL CLINIC | |||||||
| 770 BETHEL ROAD | COLUMBUS | OH | 43214 | NONE | PUBLIC CHARITY | KIDSSMILES DENTAL ASSISTANT SALARY AND VOLUNTEER DATABASE. | $7,000 |
| GARY BURNSTEIN COMMUNITY HEALTH CLINIC | |||||||
| 45580 WOODWARD AVE | PONTIAN | MI | 48341 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING FOR FREE CLINIC. | $5,000 |
| FREE CLINIC OF SOUTHWEST WASHINGTON | |||||||
| 4100 PLOMONDON STREET | VANCOUVER | WA | 98661 | NONE | PUBLIC CHARITY | ORAL HEALTH SERVICES FOR UNINSURED ADULTS. | $5,000 |
| MEMPHIS DENTAL SOCIETY CHARITABLE FUND | |||||||
| 625 POPLAR AVENUE | MEMPHIS | TN | 38119 | NONE | PUBLIC CHARITY | MID-SOUTH MISSION OF MERCY EVENT | $5,000 |
| MERCY HEALTH CENTER | |||||||
| 700 OGLETHORPE AVE C7 | ATHENS | GA | 30606 | NONE | PUBLIC CHARITY | VOLUNTEER DRIVEN COMPREHENSIVE DENTAL CARE FOR LOW-INCOME,UNINSURED PATIENTS. | $10,000 |
| HEALTHLINK DENTAL CLINIC | |||||||
| 1775 STREET ROAD | SOUTHAMPTON | PA | 18966 | NONE | PUBLIC CHARITY | FREE DENTAL CLINIC FOR LOW-INCOME ADULTS. | $7,500 |
| THE HEARTS AND HANDS CLINIC | |||||||
| 127 NORTH COLLEGE STREET | STATESBORO | GA | 30458 | NONE | PUBLIC CHARITY | HEARTS AND HANDS DENTAL SERVICES. | $8,500 |
| CENTRE VOLUNTEERS IN MEDICINE | |||||||
| 2520 GREEN TECH DRIVE SUITE D | STATE COLLEGE | PA | 16803 | NONE | PUBLIC CHARITY | DENTAL DELIVERY SYSTEM UPGRADE. | $26,400 |
| NEW MEXICO FOUNDATION FOR DENTAL HEALTH RESEARCH AND EDUCATION | |||||||
| PO BOX 16854 | ALBUQUERQUE | NM | 87191 | NONE | PUBLIC CHARITY | NEW MEXICO MISSION OF MERCY EVENT. | $5,000 |
| MATTHEW 25 INC | |||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | FREE DENTAL CARE FOR THE UNDERSERVED. | $5,000 |
| MERCY MEDICAL CLINIC AND FOUNDATION INC (DBA THE MERCY MINISTRIES) | |||||||
| 714-1 NW BROAD STREET | LYONS | GA | 30436 | NONE | PUBLIC CHARITY | MERCY MEDICAL DENTAL. | $5,000 |
| OPERATION GRACE MN | |||||||
| 1769 LEXINGTON AVE N SUITE 204 | ROSEVILLE | MN | 55113 | NONE | PUBLIC CHARITY | LIL' FLOSSIE GOES TO SCHOOL 2018. | $80,000 |
| LEADER DOGS FOR THE BLIND | |||||||
| 1039 S ROCHESTER ROAD | ROCHESTER HILLS | MI | 48307 | NONE | PUBLIC CHARITY | GUIDE DOG MOBILITY INSTRUCTOR, APPRENTICESHIP REDESIGN. | $30,000 |
| PRINCE OF PEACE LUTHERAN CHURCH | |||||||
| 13901 FAIRVIEW DRIVE | BURNSVILLE | MN | 55337 | NONE | PUBLIC CHARITY | MISSION OUTPOST DENTAL CLINIC. | $5,000 |
| NATIONAL EDUCATION FOR ASSISTANCE DOG SERVICES INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | NONE | PUBLIC CHARITY | FOUNDATIONS FOR THE FUTURE, KENNEL, EARLY LEARNING CENTER, AND WHELPING CENTER. | $35,000 |
| OCCUPAWS GUIDE DOG ASSOCIATION | |||||||
| PO BOX 45857 | MADISON | WI | 53744 | NONE | PUBLIC CHARITY | KENNEL EXPANSION. | $5,500 |
| SCHOLARSHIP AMERICA | |||||||
| ONE SCHOLARSHIP WAY PO BOX 297 | ST PETER | MN | 56082 | NONE | EXEMPT ORGANIZATION | SCHOLARSHIPS. | $503,601 |
| SEATTLE CENTER FOUNDATION | |||||||
| 305 HARRISON STREET | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | SEATTLE/KING COUNTY CLINIC. | $5,000 |
| OCONEE MEMORIAL HOSPITAL FOUNDATION | |||||||
| 298 MEMORIAL DRIVE | SENECA | SC | 29672 | NONE | PUBLIC CHARITY | ACCESSHEALTH COMMUNITY DENTAL CLINIC. | $10,000 |
| TRINITY FREE CLINIC | |||||||
| 1045 WEST 146TH STREET SUITE B | CARMEL | IN | 46032 | NONE | PUBLIC CHARITY | ORAL HEALTH FOR THE WORKING POOR OF HAMILTON COUNTY, INDIANA. | $6,250 |
| UNION GOSPEL MISSION ASSOCIATION OF ST PAUL | |||||||
| 77 9TH ST E | ST PAUL | MN | 55101 | NONE | PUBLIC CHARITY | HOPE DENTAL CLINIC TRANSITION AND BUILDOUT PROJECT TO EXPAND SERVICES AND ACCESS TO LOW INCOME PATIENTS. | $100,000 |
| THE CHILDREN'S DENTAL CENTER OF GREATER LOS ANGELES | |||||||
| 300 E BUCKTHORN ST | INGLEWOOD | CA | 90301 | NONE | PUBLIC CHARITY | COLLABORATIVE PARTNERSHIPS AND THE BETTERMENT OF ORAL HEALTH FOR LOW-INCOME FAMILIES IN LOS ANGELES. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,184,775 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERATION GRACE MN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1769 LEXINGTON AVE N SUITE 204 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | LIL' FLOSSIE GOES TO SCHOOL 2018. | GrantOrContributionPurposeTxt |
| Amt | $44,445 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $44,445 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $601,147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,572,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,173,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,173,708 | 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 | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (20 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SIT INVESTMENTS | ||||||
| 1 | 3300 IDS CENTER 80 SOUTH 8TH STREET | MINNEAPOLIS | MN | 55402 | $18,426 | Yes (X) |
| ACTEON NORTH AMERICA | ||||||
| 2 | 124 GAITHER DRIVE SUITE 140 | MOUNT LAUREL | NJ | 08054 | $10,200 | Yes (X) |
| SEPTODONT | ||||||
| 3 | 205 GRANITE RUN DRIVE SUITE 150 | LANCASTER | PA | 17601 | $10,000 | Yes (X) |
| VEDCO INC | ||||||
| 4 | 5503 CORPORATE DRIVE | ST JOSEPH | MO | 64507 | $7,500 | Yes (X) |
| SIRONA DENTAL SYSTEMS INC | ||||||
| 5 | 4835 SIRONA DRIVE SUITE 100 | CHARLOTTE | NC | 28273 | $20,000 | Yes (X) |
| IVOCLAR VIVADENT INC | ||||||
| 6 | 175 PINEVIEW DRIVE | AMHERST | NY | 14228 | $15,000 | Yes (X) |
| MIDMARK CORPORATION | ||||||
| 7 | 60 VISTA DRIVE PO BOX 286 | VERSAILLES | OH | 45380 | $10,200 | Yes (X) |
| 3M ESPE DENTAL PRODUCTS | ||||||
| 8 | 3M CENTER BUILDING 275-02-E-03 | ST PAUL | MN | 55144 | $10,075 | Yes (X) |
| CLIPPER DISTRIBUTING COMPANY LLC | ||||||
| 9 | 1302 S 59TH STREET | ST JOSEPH | MO | 64507 | $5,000 | Yes (X) |
| SCICAN | ||||||
| 10 | 701 TECHNOLOGY DRIVE | CANONSBURG | PA | 15317 | $10,100 | Yes (X) |
| HU-FRIEDY | ||||||
| 11 | 3232 N ROCKWELL STREET | CHICAGO | IL | 60618 | $10,436 | Yes (X) |
| KULZER LLC | ||||||
| 12 | 4315 S LAYFAYETTE BLVD | SOUTH BEND | IN | 46614 | $10,050 | Yes (X) |
| A-DEC INC | ||||||
| 13 | 2601 CRESTVIEW DRIVE | NEWBERG | OR | 97132 | $10,400 | Yes (X) |
| SOUTHWEST FLORIDA COMMUNITY FOUNDATION | ||||||
| 14 | 8771 COLLEGE PARKWAY BDLG 2 SUITE 2 | FORT MEYERS | FL | 33919 | $10,000 | Yes (X) |
| KELLY BAKER | ||||||
| 15 | 1031 MENDOTA HEIGHTS ROAD | MENDOTA HEIGHTS | MN | 55120 | $9,900 | Yes (X) |
| AIR TECHNIQUES | ||||||
| 16 | 1295 WALT WHITMAN ROAD | MELVILLE | NY | 11747 | $5,000 | Yes (X) |
| YOUNG INNOVATIONS | ||||||
| 17 | 2260 WENDT STREET | ALGONQUIN | IL | 60102 | $10,000 | Yes (X) |
| BRIGGS AND MORGAN | ||||||
| 18 | 2200 IDS CENTER 80 SOUTH 8TH STREET | MINNEAPOLIS | MN | 55402 | $5,000 | Yes (X) |
| KERR CORPORATION | ||||||
| 19 | 11729 FRUEHAUF DRIVE | CHARLOTTE | NC | 28273 | $20,000 | Yes (X) |
| PATTERSON COMPANIES INC | ||||||
| 20 | 1031 MENDOTA HEIGHTS ROAD | MENDOTA HEIGHTS | MN | 55120 | $6,285 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDITING | CategoryTxt |
| Amt | $16,126 | Amt |
| Net Investment Income | $5,644 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,482 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET FUNDS | FMV | $170,664 | $170,664 |
| EQUITIES | FMV | $16,887,736 | $16,887,736 |
| BONDS AND NOTES | FMV | $3,717,526 | $3,717,526 |
| POOLED, COMMON AND COLLECTIVE FUNDS | FMV | $2,609,210 | $2,609,210 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,120 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,120 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $46,115 | $39,838 | $39,838 |
| EXCISE TAX REFUND | $6,447 | $6,447 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $9,683 | $0 | $0 | $9,683 |
| UNCOLLECTIBLE PROMISES TO GIVE | $13,000 | $0 | $0 | $0 |
| GRANTS MANAGEMENT SOFTWARE | $5,192 | $0 | $0 | $5,192 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS | Desc |
| Amt | $1,266,051 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $171,101 | $171,101 | $0 | $0 |
| SCHOLARSHIP FEES | $18,520 | $0 | $0 | $18,520 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $19,970 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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