PATTERSON DENTAL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PATTERSON DENTAL FOUNDATION (EIN 74-3076772)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201703179349101035
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- 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 | 2017-11-13T11:22:31-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | DAVID MISIAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6516861725 | PhoneNum |
| Signature | 2017-11-07 | 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 | 2017-11-07 | IPDt |
| IP Tm | 10:26:36 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E4AF4772C4F133E06E155FB0357E4C69D2F5CDE5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E4AF4772C4F133E06E155FB0357E4C69D2F5CDE5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,265,726 | 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 | $368,972 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $595,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $595,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $652,830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,919,526 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $652,830 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,616,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,247,918 | 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 |
| Accounting Fees Rev And Expnss | $15,671 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,485 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,186 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $176,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $161,727 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,720 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,034 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,135 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $235,287 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $167,212 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,041 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,184,798 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,184,798 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,420,085 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $167,212 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,235,839 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $196,805 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,080,706 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,189 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,964 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $54,856 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $2,000 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $9,042 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $52,856 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $52,856 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,935 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,503 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,503 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $20,579,172 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,113,288 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,113,288 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $51,757 | OtherAssetsBOYAmt |
| Other Assets EOY | $46,115 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $46,115 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,674,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,265,726 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,265,726 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,333 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $47,617 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $43,333 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,617 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $20,630,762 | UnrestrictedBOYAmt |
| Unrestricted EOY | $21,218,109 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,630,762 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,218,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,674,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,265,726 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,630,762 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $196,805 | ExcessRevenueOverExpensesAmt |
| Other Increases | $390,542 | OtherIncreasesAmt |
| Subtotal | $21,218,109 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,218,109 | 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 | $15,919,526 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,266,696 | CostOrOtherBasisAmt |
| Gain Or Loss | $652,830 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $652,830 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $652,830 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,007,199 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,019,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047916 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $920,374 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,474,343 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044953 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $748,138 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,520,271 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040396 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $838,692 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,660,879 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050339 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $649,065 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,088,909 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040342 | DistributionYr5Rt |
| Total Distribution | 0.223946 | TotalDistributionRt |
| Average Distribution | 0.044789 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,509,316 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $918,592 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,807 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $929,399 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,235,839 | 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 | $10,807 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,807 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,807 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,725 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $21,725 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $10,917 | OverpaymentAmt |
| Applied To ES Tax | $10,917 | 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 (12 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 |
| 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 | $116,064 | 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 | $20,636,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $102,474 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,821,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,821,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $312,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,509,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,025,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,025,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,807 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,807 | TotalTaxAmt |
| Distributable Before Adj | $1,014,659 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,203 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,019,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,019,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,235,839 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,235,839 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,807 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,225,032 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,019,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $778,156 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,235,839 | QualifyingDistributionsAmt |
| Applied To Year1 | $778,156 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $457,683 | 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 | $562,179 | 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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA'S DENTIST CARE FOUNDATION | |||||||
| 9110 E 35TH ST N | WICHITA | KS | 67226 | NONE | PUBLIC CHARITY | CRITICAL EQUIPMENT SUSTAINABLILTY. | $58,000 |
| ALASKA DENTAL SOCIETY CHARITABLE ACTIVITIES FUND INC | |||||||
| 9170 JEWEL LAKE ROAD SUITE 100 | ANCHORAGE | AK | 99502 | NONE | PUBLIC CHARITY | ANCHORAGE MISSION OF MERCY EVENT. | $5,000 |
| AMAUS HEALTH SERVICES AT CATHEDRAL PC | |||||||
| 259 EAST ONONDAGA STREET | SYRACUSE | NY | 13202 | NONE | PUBLIC CHARITY | AMAUS DENTAL SERVICES EXPANSION. | $25,000 |
| CALIFORNIA DENTAL ASSOCIATION FOUNDATION | |||||||
| 1201 K STREET 15TH FLOOR | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | CDC CARES | $15,000 |
| CARE CLINIC | |||||||
| 1407 WEST 4TH STREET | RED WING | MN | 55066 | NONE | PUBLIC CHARITY | ACCESS TO ORAL HEALTH CARE IN GOODHUE COUNTY. | $8,000 |
| AMERICAN ACADEMY OF COSMETIC DENTISTRY CHARITABLE FOUNDATION | |||||||
| 402 WEST WILSON STREET | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GIVE BACK A SMILE. | $2,000 |
| COLORADO MISSION OF MERCY | |||||||
| 430 COLORADO AVENUE | PUEBLO | CO | 81004 | NONE | PUBLIC CHARITY | 2016 BRUSH COMOM. | $5,000 |
| COOK CHILDREN'S HEALTH FOUNDATION | |||||||
| 801 SEVENTH AVENUE | FORT WORTH | TX | 76104 | NONE | PUBLIC CHARITY | SAVE A SMILE TRANSPORTATION ASSISTANCE PROGRAM. | $7,500 |
| DENTAL LIFELINE NETWORK | |||||||
| 1800 15TH STREET SUITE 100 | DENVER | CO | 80202 | NONE | PUBLIC CHARITY | NATIONAL DONATED DENTAL SERVICES PROGRAM. | $60,000 |
| AMERICA'S VET DOGS - THE VETERAN'S K-9 CORPS | |||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11720 | NONE | PUBLIC CHARITY | AMERICA'S VETDOGS FACILITY ACCESSIBILITY MODIFICATIONS. | $35,000 |
| GENESIS WORLD MISSION | |||||||
| 215 W 35TH STREET | GARDEN CITY | ID | 83714 | NONE | PUBLIC CHARITY | INCREASING THE IMPACT OF THE GARDEN CITY COMMUNITY DENTAL CLINIC. | $4,664 |
| ARKANSAS MISSION OF MERCY | |||||||
| 7480 HIGHWAY 107 | SHERWOOD | AR | 72120 | NONE | PUBLIC CHARITY | ARKANSAS MISSION OF MERCY EVENT. | $5,000 |
| GIGI'S PLAYHOUSE | |||||||
| 2350 WEST HIGGINS ROAD | HOFFMAN ESTATES | IL | 60169 | NONE | PUBLIC CHARITY | "BEST OF ALL" VOLUNTEER DELIVERY OF FREE THERAPEUTIC PROGRAMS. | $25,000 |
| AUSIN DOG ALLIANCE | |||||||
| 1321 W NEW HOPE DRIVE | CEDAR PARK | TX | 78613 | NONE | PUBLIC CHARITY | HOUNDS FOR HEROS - KENNEL AND EDUCATION CENTER. | $13,740 |
| COMMUNITY FREE DENTAL CLINIC | |||||||
| 2341 WHITESBURG DRIVE SUITE 3 | HUNTSVILLE | AL | 35801 | NONE | PUBLIC CHARITY | UPGRADE AND OPERATE THE COMMUNITY FREE DENTAL CLINIC. | $10,000 |
| HOLLAND FREE HEALTH CLINIC | |||||||
| 99 W 26TH STREET | HOLLAND | MI | 49423 | NONE | PUBLIC CHARITY | PROVIDING COMPREHENSIVE DENTAL CARE TO THE LOCAL UNDERSERVED. | $5,000 |
| FRIENDS OF CRESTON CHILDREN'S DENTAL CLINIC | |||||||
| 4701 SOUTHEAST BUSH STREET | PORTLAND | OR | 97206 | NONE | PUBLIC CHARITY | EXPANDING SCHOOL BASED DENTAL HOME. | $5,000 |
| INTERFAITH DENTAL CLINIC | |||||||
| 1721 PATTERSON STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | AFFORDABLE DENTISTRY FOR THE WORKING POOR AND ELDERLY. | $17,140 |
| IOWA DENTAL FOUNDATION | |||||||
| 5530 W PARKWAY STE 100 | JOHNSTON | IA | 50131 | NONE | PUBLIC CHARITY | IOWA MISSION OF MERCY EVENT. | $3,750 |
| GOOD SAMARITAN CARE CLINIC | |||||||
| 501 W US HWY 60 | MOUNTAIN VIEW | MO | 65548 | NONE | PUBLIC CHARITY | PARTNERSHIP BETWEEN GOOD SAMARITAN CARE CLINIC AND OTC'S DENTAL ASSISTING PROGRAM. | $2,179 |
| HEART AND SOUL FREE CLINIC INC | |||||||
| 202 PENN STREET PO BOX 478 | WESTFIELD | IN | 46074 | NONE | PUBLIC CHARITY | HEART AND SOUL FREE DENTAL CLINIC. | $10,000 |
| LOVE INC OF THE TRI-CITIES | |||||||
| 326 N FERRY STREET | GRAND HAVEN | MI | 49417 | NONE | PUBLIC CHARITY | FREE DENTAL CLINIC. | $4,000 |
| MERCY HEALTH CENTER | |||||||
| 700 OGLETHORPE AVE C7 | ATHENS | GA | 30606 | NONE | PUBLIC CHARITY | SUPPORTING MERCY'S DENTAL CLINIC: PART-TIME DENTAL COORDINATOR AND VOLUNTEER APPRECIATION. | $10,000 |
| MINNESOTA DENTAL FOUNDATION | |||||||
| 1335 INDUSTRIAL BLVD | MINNEAPOLIS | MN | 55413 | NONE | PUBLIC CHARITY | MISSION OF MERCY EVENT IN MOORHEAD. | $5,000 |
| ILLINOIS STATE DENTAL SOCIETY FOUNDATION | |||||||
| PO BOX 217 | SPRINGFIELD | IL | 62705 | NONE | PUBLIC CHARITY | MISSION OF MERCY EVENT IN COLLINSVILLE. | $5,000 |
| OPERATION GRACE MN | |||||||
| 1769 LEXINGTON AVE N SUITE 204 | ROSEVILLE | MN | 55113 | NONE | PUBLIC CHARITY | FLOSSIE GOES T SCHOOL. | $180,000 |
| KIDSMILES PEDIATRIC DENTAL CLINIC | |||||||
| 770 BETHEL ROAD | COLUMBUS | OH | 43214 | NONE | PUBLIC CHARITY | KIDSSMILES PEDIATRIC DENTAL CLINIC. | $7,000 |
| LOUSIANA DENTAL ASSOCIATION FOUNDATION | |||||||
| 7833 OFFICE PARK BLVD | BATON ROUGE | LA | 70809 | NONE | PUBLIC CHARITY | MISSION OF MERCY EVENT NEW ORLEANS AREA. | $5,000 |
| PHYSICIANS CARECONNECTION | |||||||
| 1390 DUBLIN ROAD | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | DENTIST CARECONNECTION. | $5,000 |
| MEMPHIS DENTAL SOCIETY CHARITABLE FUND | |||||||
| 6250 POPLAR AVENUE | MEMPHIS | TN | 38119 | NONE | PUBLIC CHARITY | MISSION OF MERCY EVENTS IN MEMPHIS AND MID-SOUTH. | $12,500 |
| ROUNDUP RIVER RANCH | |||||||
| PO BOX 8589 | AVON | CO | 81620 | NONE | PUBLIC CHARITY | VOLUNTEER RECRUITMENT (SUMMER AND FAMILY CAMPS). | $8,400 |
| RUTH'S PLACE CLINIC | |||||||
| 1411 CRAWFORD AVENUE | GRANBURY | TX | 76048 | NONE | PUBLIC CHARITY | PART-TIME DENTAL ASSISTANT. | $4,500 |
| SAN ANTONIO CHRISTIAN DENTAL CLINIC | |||||||
| 1 HAVEN FOR HOPE WAY BLDG 1 STE 400 | SAN ANTONIO | TX | 78207 | NONE | PUBLIC CHARITY | DENTAL ASSISTANT SALARY SUPPLEMENT AND DENTAL RECRUTIMENT MARKETING. | $7,500 |
| SCHOLARSHIP AMERICA | |||||||
| ONE SCHOLARSHIP WAY PO BOX 297 | ST PETER | MN | 56082 | NONE | EXEMPT ORGANIZATION | SCHOLARSHIPS. | $487,750 |
| SEATTLE CENTER FOUNDATION | |||||||
| 305 HARRISON STREET | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | SEATTLE/KING COUNTY CLINIC. | $5,000 |
| SOUTH BAY CHILDREN'S HEALTH CENTER ASSOCIATION INC | |||||||
| 410 CAMINO REAL | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | ENDODONTICS SPECIALTY CARE THROUGH COLLABORATION FOR UNDERSERVED YOUTH. | $5,000 |
| ST VINCENT DE PAUL | |||||||
| 3000 GRATIOT AVE | DETROIT | MN | 48207 | NONE | PUBLIC CHARITY | ST. VINCENT DE PAUL DENTAL CLINIC. | $5,000 |
| MICHIGAN DENTAL ASSOCIATION FOUNDATION | |||||||
| 3657 OKEMOS ROAD SUITE 200 | OKEMOS | MI | 48864 | NONE | PUBLIC CHARITY | MISSION OF MERCY EVENT IN MACOMB. | $5,000 |
| MSDA C&E FOUNDATION | |||||||
| 6410 DOBBIN ROAD SUITE F | COLUMBIA | MD | 21045 | NONE | PUBLIC CHARITY | A TRUCK TO TREAT MORE AT THE MISSION OF MERCY EVENT. | $8,000 |
| 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 MIISION ASSOCIATION OF ST PAUL | |||||||
| 77 9TH ST E | ST PAUL | MN | 55101 | NONE | PUBLIC CHARITY | PROVIDING EMERGENCY & RESTORATIVE DENTAL SERVICES WITH THE AID OF VOLUNTEER DENTAL PROFESSIONALS. | $10,000 |
| WALTON FOUNDATION FOR INDEPENDENCE | |||||||
| 523 13TH STREET | AUGUSTA | GA | 30901 | NONE | PUBLIC CHARITY | CAMP TO BE INDEPENDENT. | $9,075 |
| NEW MEXICO FOUNDATION FOR DENTAL HEALTH | |||||||
| PO BOX 16854 | ALBUQUERQUE | NM | 87191 | NONE | PUBLIC CHARITY | SANTA FE MISSION OF MERCY EVENT. | $5,000 |
| OASIS FREE CLINICS | |||||||
| 66 BARIBEAU DRIVE SUITE 9/10 | BRUNSWICK | ME | 04011 | NONE | PUBLIC CHARITY | OASIS DENTAL CLINIC. | $5,000 |
| OCONEE MEMORIAL HOSPITAL FOUNDATION | |||||||
| 298 MEMORIAL DRIVE | SENECA | SC | 29672 | NONE | PUBLIC CHARITY | ACCESSHEALTH COMMUNITY DENTAL CLINIC. | $9,000 |
| PRINCE OF PEACE LUTHERAN CHURCH | |||||||
| 13901 FAIRVIEW DRIVE | BURNSVILLE | MN | 55337 | NONE | PUBLIC CHARITY | MISSION OUTPOST DENTAL CLINIC. | $5,000 |
| SACRAMENTO DISTRICT DENTAL FOUNDATION | |||||||
| 2035 HURLEY WAY SUITE 200 | SACRAMENTO | CA | 95825 | NONE | PUBLIC CHARITY | SMILES FOR KIDS 2016. | $10,000 |
| SOUTHERN MARYLAND MISSION OF MERCY INC | |||||||
| 28095 THREE NOTCH RD | MECHANICVILLE | MD | 20659 | NONE | PUBLIC CHARITY | SOUTHERN MARYLAND MISSION OF MERCY 2016. | $2,500 |
| ST ELIZABETH'S HEALTH CENTER | |||||||
| 140 W SPEEDWAY BLVD STE 100 | TUCSON | AZ | 85705 | NONE | PUBLIC CHARITY | OPERATING SUPPORT FOR VOLUNTEER DENTISTS. | $5,000 |
| TRI-COUNTY DENTAL | |||||||
| 9 TRI-PARK WAY | APPLETON | WI | 54914 | NONE | PUBLIC CHARITY | TRI-COUNTY DENTAL/MARQUETTE UNIVERSITY SCHOOL OF DENTISTRY COLLABORATION. | $18,000 |
| UNITED WAY OF CENTRAL MARYLAND | |||||||
| 100 S CHARLES ST 5TH FLOOR | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | BALTIMORE MISSION OF MERCY EVENT. | $5,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | NONE | PUBLIC CHARITY | UNIVERSITY OF CINCINNATI BLUE ASH COMMUNITY DENTAL DAY. | $3,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,184,798 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $595,088 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $652,830 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,247,918 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,247,918 | 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 (24 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 | $17,438 | Yes (X) |
| ACTEON NORTH AMERICA | ||||||
| 2 | 124 GAITHER DRIVE SUITE 140 | MOUNT LAUREL | NJ | 08054 | $10,500 | Yes (X) |
| SEPTODONT | ||||||
| 3 | 205 GRANITE RUN DRIVE SUITE 150 | LANCASTER | PA | 17601 | $10,000 | Yes (X) |
| VEDCON | ||||||
| 4 | 5503 CORPORATE DRIVE | ST JOSEPH | MO | 64507 | $5,000 | Yes (X) |
| SEMPERMED USA INC | ||||||
| 5 | 13900 49TH STREET NORTH | CLEARWATER | FL | 33762 | $81,430 | Yes (X) |
| SIRONA DENTAL SYSTEMS INC | ||||||
| 6 | 4835 SIRONA DRIVE SUITE 100 | CHARLOTTE | NC | 28273 | $30,850 | Yes (X) |
| IVOCLAR VIVADENT INC | ||||||
| 7 | 175 PINEVIEW DRIVE | AMHERST | NY | 14228 | $15,000 | Yes (X) |
| MIDMARK CORPORATION | ||||||
| 8 | 60 VISTA DRIVE PO BOX 286 | VERSAILLES | OH | 45380 | $10,125 | Yes (X) |
| 3M ESPE DENTAL PRODUCTS | ||||||
| 9 | 3M CENTER BUILDING 275-02-E-03 | ST PAUL | MN | 55144 | $10,000 | Yes (X) |
| NICK ABRUZZO | ||||||
| 10 | 4626 CROOKED STICK CT | EAGAN | MN | 55123 | $15,125 | Yes (X) |
| SCICAN | ||||||
| 11 | 701 TECHNOLOGY DRIVE | CANONSBURG | PA | 15317 | $10,000 | Yes (X) |
| HU-FRIEDY | ||||||
| 12 | 3232 N ROCKWELL STREET | CHICAGO | IL | 60618 | $10,000 | Yes (X) |
| DENTSPLY INTERNATIONAL INC | ||||||
| 13 | 570 W COLLEGE AVENUE | YORK | PA | 17401 | $10,000 | Yes (X) |
| A-DEC INC | ||||||
| 14 | 2601 CRESTVIEW DRIVE | NEWBERG | OR | 97132 | $10,000 | Yes (X) |
| JOHN ADENT | ||||||
| 15 | 3762 TAYSIDE CT | TIMNATH | CO | 80547 | $5,650 | Yes (X) |
| PROFESSIONAL SALES ASSOCIATES INC | ||||||
| 16 | 5045 PARK AVE WEST SUITE 1B | SEVILLE | OH | 44273 | $5,100 | Yes (X) |
| METREX | ||||||
| 17 | 11727 FRUEHAUF DRIVE | CHARLOTTE | NC | 28273 | $20,000 | Yes (X) |
| AIR TECHNIQUES | ||||||
| 18 | 1295 WALT WHITMAN ROAD | MELVILLE | NY | 11747 | $5,000 | Yes (X) |
| KEVIN POHLMAN | ||||||
| 19 | 35160 MORNING STAR CT | WINDSOR | CO | 80550 | $5,000 | Yes (X) |
| WESLEY FIELD | ||||||
| 20 | 23145 WOODLAND RIDGE DRIVE | LAKEVILLE | MN | 55044 | $5,000 | Yes (X) |
| PAM HEMMEN | ||||||
| 21 | 71 RHINE PL | TEUTPOLIS | IL | 62467 | $7,500 | Yes (X) |
| SUSAN GRELLING | ||||||
| 22 | 318 OAK RIDGE DR | VADNAIS HEIGHTS | MN | 55127 | $5,000 | Yes (X) |
| CECILE AND ROBERT SCHAUER | ||||||
| 23 | 797 TROTTERS RIDGE | EAGAN | MN | 55123 | $5,125 | Yes (X) |
| NEIL AND ISABEL MCFADDEN | ||||||
| 24 | 215 CHANCELLORS PARK CT | SIMPSONVILLE | SC | 29681 | $9,225 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDITING | CategoryTxt |
| Amt | $15,671 | Amt |
| Net Investment Income | $5,485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,186 | 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 | $94,144 | $94,144 |
| EQUITIES | FMV | $13,323,019 | $13,323,019 |
| BONDS AND NOTES | FMV | $4,502,347 | $4,502,347 |
| POOLED, COMMON AND COLLECTIVE FUNDS | FMV | $3,193,778 | $3,193,778 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $46,032 | $46,115 | $46,115 |
| EXCISE TAX REFUND | $5,725 |
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 | $14,156 | $0 | $0 | $14,156 |
| FUNDRAISING | $8,547 | $0 | $0 | $8,547 |
| GRANTS MANAGEMENT SOFTWARE | $3,432 | $0 | $0 | $3,432 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAINS | $385,339 |
| PRIOR YEAR GRANT RECOVERIES | $5,203 |
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 | $161,727 | $161,727 | $0 | $0 |
| SCHOLARSHIP FEES | $14,720 | $0 | $0 | $14,720 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $17,034 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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