MICHAEL J AND KAREN B FREY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL J AND KAREN B FREY FOUNDATION (EIN 75-3140739)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349102389
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T13:07:07-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920370318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDPATH AND COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ROBERT ST N SUITE 1600 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753140739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J & KAREN B FREY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9524760301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 E SHADY LANE | AddressLine1Txt |
| City | WAYZATA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J FREY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9524760301 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JARED R SNIDER | PreparerPersonNm |
| PTIN | P01549671 | PTIN |
| Phone | 6514267000 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,969,494 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $142,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $537,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $677,120 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $537,150 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $679,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $679,230 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,192 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $665,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $665,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $673,192 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $665,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $679,230 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $244,345 | CashBOYAmt |
| Cash EOY | $390,353 | CashEOYAmt |
| Cash EOYFMV | $453,834 | CashEOYFMVAmt |
| Grants Receivable BOY | $3,300 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $3,300 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $3,300 | GrantsReceivableEOYFMVAmt |
| Corporate Stock BOY | $2,462,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,323,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,512,360 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,710,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,716,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,969,494 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,710,624 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,716,662 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,710,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,716,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,710,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,716,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,710,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,716,662 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,716,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $677,120 | GrossSalesPriceAmt |
| Cost Or Other Basis | $139,970 | CostOrOtherBasisAmt |
| Gain Or Loss | $537,150 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $537,150 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $537,150 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,441 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,441 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $415 | EsPenaltyAmt |
| Tax Due | $4,856 | TaxDueAmt |
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 | 0 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J AND KAREN B FREY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9524760301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 E SHADY LANE | AddressLine1Txt |
| City | WAYZATA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55391 | 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 | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J FREY | ||||||||
| 745 FERNDALE ROAD NORTH | WAYZATA | MN | 55391 | TREASURER/PRESIDENT | 1.00 | $0 | $0 | $0 |
| KAREN B FREY | ||||||||
| 745 FERNDALE ROAD NORTH | WAYZATA | MN | 55391 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID J FREY | ||||||||
| 745 FERNDALE ROAD NORTH | WAYZATA | MN | 55391 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARA J FREY | ||||||||
| 745 FERNDALE ROAD NORTH | WAYZATA | MN | 55391 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL B FREY | ||||||||
| 745 FERNDALE ROAD NORTH | WAYZATA | MN | 55391 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,364,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $329,204 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,693,427 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,693,427 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $205,401 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,488,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $674,401 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $674,401 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,441 | TotalTaxAmt |
| Distributable Before Adj | $664,960 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $664,960 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $664,960 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $665,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $665,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $664,960 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,482 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $4,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $665,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $664,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,522 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,482 | ExcessFromYear3Amt |
| Excess From Current Year | $40 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J FREY | ContributingManagerNm |
| Contributing Manager | KAREN B FREY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPHA NEWS | |||||||
| 13033 RIDGEDALE DR NO 101 | MINNETONKA | MN | 55305 | NONE | PC | GENERAL | $25,000 |
| AMERICAN SWEDISH INSTITUTE | |||||||
| 2600 PARK AVE | MINNEAPOLIS | MN | 55407 | NONE | PC | GENERAL | $500 |
| BREAKTHROUGH T1D | |||||||
| 3001 METRO DR 100 | BLOOMINGTON | MN | 55425 | NONE | PC | GENERAL | $1,000 |
| CENTER FOR AMERICAN EXPERIMENT | |||||||
| 8421 WAYZATA BLVD 110 | GOLDEN VALLEY | MN | 55426 | NONE | PC | GENERAL | $50,000 |
| COMO FRIENDS | |||||||
| 1225 ESTABROOK DRIVE | SAINT PAUL | MN | 55103 | NONE | PC | GENERAL | $1,000 |
| CROOK COUNTY - FIRE FUND | |||||||
| 309 E CLEVELAND ST | SUNDANCE | WY | 82729 | NONE | GOV | GENERAL | $25,000 |
| CROOK COUNTY RODEO ROYALTY | |||||||
| PO BOX 995 | SUNDANCE | WY | 82729 | NONE | GOV | GENERAL | $3,000 |
| CROOK COUNTY SCHOOL DISTRICT | |||||||
| PO BOX 1360 | SUNDANCE | WY | 82729 | NONE | GOV | GENERAL | $18,000 |
| CROOK COUNTY SEARCH AND RESCUE | |||||||
| 309 E CLEVELAND ST | SUNDANCE | WY | 82729 | NONE | GOV | GENERAL | $2,000 |
| EB RESEACH PARTNERSHIP | |||||||
| 244 MADISON AVE STE 104 | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $1,000 |
| FOLDS OF HONOR | |||||||
| PO BOX 723 | WAYZATA | MN | 55391 | NONE | PC | GENERAL | $16,000 |
| FRIENDS OF EDUCATION | |||||||
| 200 EAST LAKE STREET | WAYZATA | MN | 55391 | NONE | PC | GENERAL | $100,000 |
| GIVING WOMN | |||||||
| 101 5TH ST E SUITE 2400 | ST PAUL | MN | 55101 | NONE | PC | GENERAL | $10,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD 900 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL | $50,000 |
| MINNESOTA LANDSCAPE ARBORETUM | |||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 55318 | NONE | PC | GENERAL | $1,000 |
| MINNESOTA VOTERS ALLIANCE | |||||||
| PO BOX 4602 | ST PAUL | MN | 55104 | NONE | PC | GENERAL | $50,000 |
| PROVIDENCE ACADEMY | |||||||
| 15100 SCHMIDT LAKE ROAD | PLYMOUTH | MN | 55446 | NONE | PC | GENERAL | $165,000 |
| SAINT BARTHOLOMEW OF WAYZATA | |||||||
| 630 WAYZATA BLVD | WAYZATA | MN | 55391 | NONE | PC | GENERAL | $1,000 |
| SAINT JOHN THE BAPTIST | |||||||
| 835 2ND AVE NW | NEW BRIGHTON | MN | 55112 | NONE | PC | GENERAL | $26,000 |
| SAINT JOHNS UNIVERSITY | |||||||
| 2850 ABBEY PLAZA | COLLEGEVILLE | MN | 56321 | NONE | PC | GENERAL | $1,000 |
| SAINT PAUL & MINNESOTA FOUNDATION | |||||||
| 101 FIFTH STREET EAST SUITE 2400 | SAINT PAUL | MN | 55101 | NONE | PC | GIVING WOMN COMMUNITY FUND | $2,000 |
| SOLES4SOULS | |||||||
| 740 S ALLEN ST | SAN BERNARDINO | CA | 92408 | NONE | PC | GENERAL | $500 |
| ST THOMAS ACADEMY | |||||||
| 949 MENDOTA HEIGHTS RD | MENDOTA HEIGHTS | MN | 55120 | NONE | PC | GENERAL | $15,000 |
| THE BASILLICA OF SAINT MARY | |||||||
| 88 N 17TH ST | MINNEAPOLIS | MN | 55403 | NONE | GOV | GENERAL | $1,000 |
| UMLC | |||||||
| 12600 WHITEWATER DR STE 140 | MINNETONKA | MN | 55343 | NONE | PC | GENERAL | $75,000 |
| WESTON COUNTY FIRE | |||||||
| PO BOX 937 | NEWCASTLE | WY | 82701 | NONE | PC | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $665,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,080 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $537,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $679,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $679,230 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $839,821 | $4,085,520 |
| SPDR S&P 500 TR | $1,297,243 | $8,058,600 |
| UNION SPECIFIC | $185,945 | $1,368,240 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $8,192 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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