ROCHESTER AREA FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER AREA FOUNDATION (EIN 41-6017740)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-11
- IRS object ID
- 201702549349300245
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-11T15:18:24-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 BROADWAY AVENUE S SUITE 300 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416017740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCH | BusinessNameControlTxt |
| Phone | 5072820203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER WOODFORD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5072820203 | PhoneNum |
| Signature | 2017-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL W EDWARDS | PreparerPersonNm |
| PTIN | P00043974 | PTIN |
| Phone | 5072886476 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-29 | IPDt |
| IP Tm | 11:33:49 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 08BD95975EB58B2C23AD885BD3BD1DECCAEA3190 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 77CC049C01441EF7961752BDACBBFF828AE1FAD9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER WOODFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,894,191 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.ROCHESTERAREA.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ROCHESTER AREA FOUNDATION IS TO STRENGTHEN COMMUNITY PHILANTHROPY BY PROMOTING RESPONSIBLE AND INFORMED GIVING AND TO ASSIST DONORS IN MEETING THEIR CHARITABLE OBJECTIVES. THE FOUNDATION IS DEDICATED TO USING ITS RESOURCES TO IMPROVE THE QUALITY OF LIFE, PROMOTE GREATER EQUALITY OF OPPORTUNITIES, AND TO DEVELOP EFFECTIVE METHODS TO ASSIST THOSE IN NEED IN THE GREATER ROCHESTER AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,688,796 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,024,683 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,296,940 | PYInvestmentIncomeAmt |
| CY Investment Income | $175,504 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$17,564 | PYOtherRevenueAmt |
| CY Other Revenue | $61,519 | CYOtherRevenueAmt |
| PY Total Revenue | $3,968,172 | PYTotalRevenueAmt |
| CY Total Revenue | $3,261,706 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,754,418 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,644,879 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $446,101 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $508,834 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $122,927 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $310,791 | PYOtherExpensesAmt |
| CY Other Expenses | $379,653 | CYOtherExpensesAmt |
| PY Total Expenses | $3,511,310 | PYTotalExpensesAmt |
| CY Total Expenses | $2,533,366 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $456,862 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $728,340 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,484,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,922,604 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,536,749 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,314,396 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,947,609 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,608,208 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ROCHESTER AREA FOUNDATION IS TO STRENGTHEN COMMUNITY PHILANTHROPY BY PROMOTING RESPONSIBLE AND INFORMED GIVING AND TO ASSIST DONORS IN MEETING THEIR CHARITABLE OBJECTIVES. THE FOUNDATION IS DEDICATED TO USING ITS RESOURCES TO IMPROVE THE QUALITY OF LIFE, PROMOTE GREATER EQUALITY OF OPPORTUNITIES, AND TO DEVELOP EFFECTIVE METHODS TO ASSIST THOSE IN NEED IN THE GREATER ROCHESTER AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,806,886 | ExpenseAmt |
| Grant | $1,644,879 | GrantAmt |
| Desc | ROCHESTER AREA FOUNDATION, DEDICATED TO COMMUNITY VITALITY SINCE 1944, AWARDS GRANTS PRIMARILY TO NONPROFIT ORGANIZATIONS SERVING THE GREATER ROCHESTER AREA. GRANTS WERE MADE TO SUPPORT EARLY CARE AND EDUCATION OF CHILDREN AGE 0-5; GANG INTERVENTION PLANNING, MINORITY TEACHER RECRUITMENT, FINANCIAL LITERACY COUNSELING, AND STARTER HOMES FOR WORKING FAMILIES. | Desc |
| Total Program Service Expenses | $1,806,886 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER WOODFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5072820203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ELTON HILLS DRIVE NW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARY EHMKE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY SHANNON | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK UTZ | ||||||
| VICE-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL GORMAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE KELLY | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GREG LAYTON | ||||||
| VICE-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WALT LING | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DON SUPALLA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD SCHMIDT | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LISA CLARKE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY KOSHIRE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN LOMBARDO | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN SPOHN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOANN STORMER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $113,479 | $0 | $18,127 | Yes (X) | |
| KAREL WEIGEL | ||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | $43,769 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $157,248 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,127 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,024,683 | AllOtherContributionsAmt |
| Noncash Contributions | $1,288,205 | NoncashContributionsAmt |
| Total Contributions | $3,024,683 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,676 | TotalRevenueColumnAmt |
| Exclusion | $218,676 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,589,313 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,632,485 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$43,172 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,172 | TotalRevenueColumnAmt |
| Exclusion | -$43,172 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MISC FOR EXEMPT PURPOSE | 900099 | $34,452 | $34,452 | |
| CHANGE IN VALUE OF SPLIT INTEREST | 523000 | $27,067 | $27,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $61,519 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,261,706 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,452 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $202,571 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,644,879 | TotalAmt |
| Program Services | $1,644,879 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,300 | TotalAmt |
| Program Services | $35,075 | ProgramServicesAmt |
| Management And General | $77,165 | ManagementAndGeneralAmt |
| Fundraising | $28,060 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,534 | TotalAmt |
| Program Services | $90,973 | ProgramServicesAmt |
| Management And General | $193,644 | ManagementAndGeneralAmt |
| Fundraising | $83,917 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,456 | TotalAmt |
| Management And General | $48,456 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,385 | TotalAmt |
| Management And General | $49,435 | ManagementAndGeneralAmt |
| Fundraising | $10,950 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,025 | TotalAmt |
| Program Services | $1,740 | ProgramServicesAmt |
| Management And General | $5,285 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,275 | TotalAmt |
| Program Services | $3,288 | ProgramServicesAmt |
| Management And General | $9,987 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,504 | TotalAmt |
| Management And General | $1,504 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,725 | TotalAmt |
| Management And General | $15,725 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,837 | TotalAmt |
| Program Services | $19,034 | ProgramServicesAmt |
| Management And General | $57,803 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| OTHER | $92,811 | $92,811 | |
| REPAIRS AND MAINTENANCE | $41,297 | $31,067 | $10,230 |
| PRINTING AND POSTAGE | $12,847 | $12,847 | |
| TELEPHONE | $6,728 | $5,061 | $1,667 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,763 | TotalAmt |
| Management And General | $2,763 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,533,366 | TotalAmt |
| Program Services | $1,806,886 | ProgramServicesAmt |
| Management And General | $603,553 | ManagementAndGeneralAmt |
| Fundraising | $122,927 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,320 | BOYAmt |
| EOY | $479,675 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,684 | BOYAmt |
| EOY | $1,416,329 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,112 | BOYAmt |
| EOY | $340,812 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $30,501 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,633,064 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $186,873 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,903 | BOYAmt |
| EOY | $2,446,191 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,330,984 | BOYAmt |
| EOY | $25,392,406 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,355 | BOYAmt |
| EOY | $816,690 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,484,358 | BOYAmt |
| EOY | $30,922,604 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,726 | BOYAmt |
| EOY | $16,567 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,976 | BOYAmt |
| EOY | $67,700 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $727,379 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $294,400 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,387,047 | BOYAmt |
| EOY | $1,208,350 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,536,749 | BOYAmt |
| EOY | $2,314,396 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,461,248 | BOYAmt |
| EOY | $24,600,166 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,564,717 | BOYAmt |
| EOY | $2,086,398 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,921,644 | BOYAmt |
| EOY | $1,921,644 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,947,609 | BOYAmt |
| EOY | $28,608,208 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,484,358 | BOYAmt |
| EOY | $30,922,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $728,340 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $932,259 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,779,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,340,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,401,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,688,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,024,683 | CurrentTaxYearAmt |
| Total | $11,234,955 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,779,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,340,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,401,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,688,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,024,683 | CurrentTaxYearAmt |
| Total | $11,234,955 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $11,234,955 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $413,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $528,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $203,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $218,676 | CurrentTaxYearAmt |
| Total | $1,627,460 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,862,415 | TotalSupportAmt |
| Public Support CY170 | 0.87350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83690 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 154 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,172,801 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,155,340 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $11,390,236 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $54,431 | BeginningBalanceAmt |
| Additions During Year | $62,366 | AdditionsDuringYearAmt |
| Distributions During Year | $13,956 | DistributionsDuringYearAmt |
| Ending Balance | $102,841 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,050,796 | BeginningYearBalanceAmt |
| Contributions | $1,289,256 | ContributionsAmt |
| Investment Earnings Or Losses | $622,130 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $806,398 | GrantsOrScholarshipsAmt |
| Other Expenditures | $806,398 | OtherExpendituresAmt |
| End Year Balance | $16,349,386 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,918,656 | BeginningYearBalanceAmt |
| Contributions | $838,735 | ContributionsAmt |
| Investment Earnings Or Losses | -$322,431 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $692,082 | GrantsOrScholarshipsAmt |
| Other Expenditures | $692,082 | OtherExpendituresAmt |
| End Year Balance | $16,050,796 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,871,565 | BeginningYearBalanceAmt |
| Contributions | $535,458 | ContributionsAmt |
| Investment Earnings Or Losses | $725,447 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $606,907 | GrantsOrScholarshipsAmt |
| Other Expenditures | $606,907 | OtherExpendituresAmt |
| End Year Balance | $16,918,656 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,324,011 | BeginningYearBalanceAmt |
| Contributions | $535,290 | ContributionsAmt |
| Investment Earnings Or Losses | $1,867,171 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $197,999 | GrantsOrScholarshipsAmt |
| Other Expenditures | $656,908 | OtherExpendituresAmt |
| End Year Balance | $16,871,565 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,548,161 | BeginningYearBalanceAmt |
| Contributions | $1,108,021 | ContributionsAmt |
| Investment Earnings Or Losses | $1,374,490 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $347,863 | GrantsOrScholarshipsAmt |
| Other Expenditures | $358,798 | OtherExpendituresAmt |
| End Year Balance | $15,324,011 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81360 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11750 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06890 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $239,669 | InvestmentCostOrOtherBasisAmt |
| Book Value | $239,669 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,405,000 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $29,271 | DepreciationAmt |
| Book Value | $1,375,729 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $988,395 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $157,602 | DepreciationAmt |
| Book Value | $830,793 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,446,191 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN MARKETABLE SECURITIES | Desc |
| Book Value | $25,392,406 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,392,406 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNITRUST OBLIGATIONS | $559,000 |
| REFUNDABLE ADVANCES | $579,891 |
| ANNUITIES PAYABLE | $69,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,208,350 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,759,608 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $932,259 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $614,099 | OtherRevenueAmt |
| Revenue Not Reported | $1,546,358 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,213,250 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $48,456 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $48,456 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,261,706 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,697,380 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $212,470 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $212,470 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,484,910 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $48,456 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $48,456 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,533,366 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION BELIEVES THAT NO SIGNIFICANT UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN IN ITS TAX RETURNS. AT DECEMBER 31, 2016 GENERALLY, THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2013 TO 2015. AT DECEMBER 31, 2016, THE FOUNDATION DID NOT RECORD ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE REPORTED BY AFFILIATES 614,099. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES REPORTED BY AFFILIATES 212,470. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,000,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,000,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,000,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (64 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABILITY BUILDING CENTER | |||||||
| 1911 14TH STREET NW | ROCHESTER | MN | 55901 | 410829178 | 501(C)(3) | $21,187 | OPERATING SUPPORT |
| ALDRICH MEMORIAL NURSERY | |||||||
| 855 ESSEX PARKWAY NW | ROCHESTER | MN | 55901 | 410726082 | 501(C)(3) | $5,900 | OPERATING SUPPORT |
| ALS ASSOCIATION MINNESOTA CHAPTER | |||||||
| 333 WASHINGTON AVE N SUITE 105 | MINNEAPOLIS | MN | 554011352 | 411756085 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | 131656634 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| ARC SE MN | |||||||
| 6301 BANDEL ROAD NW SUITE 605 | ROCHESTER | MN | 55901 | 416042617 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| BALTIMORE SCHOOL | |||||||
| 712 CAHTEDRAL STREET | BALTIMORE | MD | 21201 | 521174284 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| BARNES AREA HISTORICAL SOCIETY | |||||||
| 5555 JAMES ROAD | BARNES | WI | 54873 | 223921221 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| BOYS & GIRLS CLUB | |||||||
| 1026 EAST CENTER STREET | ROCHESTER | MN | 55904 | 411945875 | 501(C)(3) | $63,360 | OPERATING SUPPORT |
| BYRON PUBLIC SCHOOL | |||||||
| 630 1ST AVENUE NW | BYRON | MN | 55920 | 416002825 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| CAMBODIAN CHILDREN'S FUND | |||||||
| 2461 SANTA MONICA BLVD PMB 833 | SANTA MONICA | CA | 90404 | 200764162 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| CAMP OLSON | |||||||
| 4160 LITTLE BOY ROAD NE | LONGVILLE | MN | 56655 | 410967781 | 501(C)(3) | $16,000 | OPERATING SUPPORT |
| CENTER CITY HOUSING | |||||||
| 3265 19TH STREET NW 150 | ROCHESTER | MN | 55901 | 363485584 | 501(C)(3) | $25,500 | OPERATING SUPPORT |
| CHANNEL ONE FOOD BANK | |||||||
| 131 35TH STREET SE | ROCHESTER | MN | 55904 | 411379713 | 501(C)(3) | $39,392 | OPERATING SUPPORT |
| CHATFIELD PUBLIC SCHOOLS | |||||||
| 205 UNION STREET NE | CHATFIELD | MN | 55923 | 501(C)(3) | $9,700 | OPERATING SUPPORT | |
| CHRIST UNITED METHODIST CHURCH | |||||||
| 400 5TH AVENUE SW | ROCHESTER | MN | 55902 | 410693980 | 501(C)(3) | $18,500 | OPERATING SUPPORT |
| CITY OF ROCHESTERSOLDIERS FIELD | |||||||
| 201 4TH STREET SE | ROCHESTER | MN | 55904 | 501(C)(3) | $16,563 | OPERATING SUPPORT | |
| COLDWATER FOUNDATION FOR LEADERSHIP | |||||||
| PO BOX 501 | GRAND MARAIS | MN | 55604 | 271609731 | 501(C)(3) | $12,000 | OPERATING SUPPORT |
| COMMUNITY DENTAL CARE | |||||||
| 1670 BEAM AVENUE SUITE 204 | MAPLEWOOD | MN | 55109 | 043692982 | 501(C)(3) | $7,500 | OPERATING SUPPORT |
| COVENANT HOUSE | |||||||
| 460 WEST 41ST STREET | NEW YORK | NY | 10036 | 132725416 | 501(C)(3) | $13,757 | OPERATING SUPPORT |
| CUT CIRCLE | |||||||
| 2331 WARNER RANGE AVENUE | MENLO PARK | CA | 94025 | 471687995 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| DOROTHY DAY HOSPITALITY HOUSE | |||||||
| 703 FIRST STREET SW | ROCHESTER | MN | 55902 | 363348305 | 501(C)(3) | $15,300 | OPERATING SUPPORT |
| EDLER NETWORK | |||||||
| 1130 1/2-7TH STREET NW 205 | ROCHESTER | MN | 55901 | 411704390 | 501(C)(3) | $11,000 | OPERATING SUPPORT |
| FAMILY MEANS | |||||||
| 1875 NORTHWESTERN AVENUE SOUTH | STILLWATER | MN | 55082 | 363348305 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| GIFT OF LIFE TRANSPLANT HOUSE | |||||||
| 705 2ND STREET SW | ROCHESTER | MN | 55902 | 411495845 | 501(C)(3) | $9,500 | OPERATING SUPPORT |
| GLORIA DEI LUTHERAN | |||||||
| 1212 12TH AVENUE NW | ROCHESTER | MN | 55901 | 416008833 | 501(C)(3) | $6,000 | OPERATING SUPPORT |
| IRONWOOD SPRINGS CHRISTIAN RANCH | |||||||
| 7291 COUNTY ROAD 6 SW | STEWARTVILLE | MN | 55976 | 411281157 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | 131659627 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| LEGAL ASSISTANCE OF OLMSTED COUNTY | |||||||
| 1700 NORTH BROADWAY SUITE 124 | ROCHESTER | MN | 55906 | 410992471 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| LIFT FOR LIFE ACADEMY CHARTER SCHOOL | |||||||
| 1731 SOUTH BROADWAY | ST LOUIS | MO | 63104 | 431535886 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| MINNESOTA CHILDREN'S MUSEUM-ROCHESTER | |||||||
| 1634 NORTH BROADWAY SUITE A | ROCHESTER | MN | 55906 | 411354181 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| NAMI SE MINNESOTA | |||||||
| 1700 NORTH BROADWAY SUITE 104 | ROCHESTER | MN | 55906 | 363504277 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| NATIONAL MS SOCIETY | |||||||
| PO BOX 582659 | MINNEAPOLIS | MN | 55458 | 410790658 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| OWATONNA FOUNDATION | |||||||
| 108 WEST PARK SQUARE PO BOX 642 | OWATONNA | MN | 55060 | 416038547 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| PARALYZED VETERAN'S OF AMERICA | |||||||
| PO BOX 758532 | TOPEKA | KS | 666759910 | 131946868 | 501(C)(3) | $6,000 | OPERATING SUPPORT |
| PAX CHRISTI CHURCH | |||||||
| 4135 18TH AVENUE NW | ROCHESTER | MN | 55901 | 411532400 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| READING CENTER | |||||||
| 847 5TH STREET NW | ROCHESTER | MN | 55901 | 411633734 | 501(C)(3) | $32,600 | OPERATING SUPPORT |
| REDEEMER LUTHERAN CHURCH | |||||||
| 869 7TH AVENUE SE | ROCHESTER | MN | 55904 | 410962024 | 501(C)(3) | $6,000 | OPERATING SUPPORT |
| ROCHESTER ART CENTER | |||||||
| 40 CIVIC CENTER DRIVE SE | ROCHESTER | MN | 55904 | 410799310 | 501(C)(3) | $7,500 | OPERATING SUPPORT |
| ROCHESTER CIVIC THEATRE | |||||||
| 20 CIVIC CENTER DRIVE SE | ROCHESTER | MN | 55904 | 410829271 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| ROCHESTER COMMUNITY & TECHNICAL COLLEGE | |||||||
| 851 30TH AVENUE SE | ROCHESTER | MN | 55904 | 411535213 | 501(C)(3) | $68,678 | OPERATING SUPPORT |
| ROCHESTER PUBLIC LIBRARY | |||||||
| 101 2ND STREET SE | ROCHESTER | MN | 55904 | 416005494 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| ROCHESTER PUBLIC SCHOOL FOUNDATION | |||||||
| 1510 14TH STREET NW | ROCHESTER | MN | 55901 | 411628288 | 501(C)(3) | $8,810 | OPERATING SUPPORT |
| ROCHESTER PUBLIC SCHOOL'S | |||||||
| 615 7TH STREET SW | ROCHESTER | MN | 55902 | 416002803 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| ROCHESTER YOUTH HOCKEY ASSOCIATION | |||||||
| 1570 FAIRGROUNDS AVENUE SE | ROCHESTER | MN | 55904 | 416048570 | 501(C)(3) | $6,600 | OPERATING SUPPORT |
| RONALD MCDONALD HOUSE | |||||||
| 850 2ND STREET SW | ROCHESTER | MN | 55902 | 411344744 | 501(C)(3) | $239,900 | OPERATING SUPPORT |
| SALVATION ARMY NORTHERN DIVISION | |||||||
| 4921 FRONTAGE ROAD | ROCHESTER | MN | 55901 | 410698597 | 501(C)(3) | $13,757 | OPERATING SUPPORT |
| SALVATION ARMY OF OLMSTED COUNTY | |||||||
| 20 FIRST AVENUE NE | ROCHESTER | MN | 55906 | 410698597 | 501(C)(3) | $8,187 | OPERATING SUPPORT |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | 060726487 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| SEASON'S HOSPICE | |||||||
| 1696 GREENVIEW PLACE SW | ROCHESTER | MN | 55902 | 411812914 | 501(C)(3) | $13,757 | OPERATING SUPPORT |
| SECOND HARVEST FOOD BANK | |||||||
| 1051 BING STREET | SAN CARLOS | CA | 94070 | 942614101 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| SOMALI REBUILD | |||||||
| 101 NORTH BROADWAY | ROCHESTER | MN | 55906 | 461751962 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| SOUTH CENTRAL SERVICE COOPERATIVE | |||||||
| 2075 LOOKOUT DRIVE | NORTH MANKATO | MN | 56003 | 411297678 | 501(C)(3) | $8,600 | OPERATING SUPPORT |
| SOUTH DAKOTA STATE UNIVERSITY FOUNDATION | |||||||
| 823 MEDARY AVENUE | BROOKINGS | SD | 570070499 | 460273801 | 501(C)(3) | $15,800 | OPERATING SUPPORT |
| SOUTHERN MN REGIONAL LEGAL SERVICES | |||||||
| 903 WEST CENTER ST SUITE 230 | ROCHESTER | MN | 55902 | 411316151 | 501(C)(3) | $12,000 | OPERATING SUPPORT |
| ST FRANCIS OF ASSISI CATHOLIC CHURCH | |||||||
| 1114 THIRD STREET NE | ROCHESTER | MN | 55906 | 410694749 | 501(C)(3) | $34,392 | OPERATING SUPPORT |
| ST JOHN THE EVANGELIST CATHOLIC CHURCH | |||||||
| 11 4TH AVENUE SW | ROCHESTER | MN | 55902 | 410733599 | 501(C)(3) | $13,757 | OPERATING SUPPORT |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 1884 NW 22ND STREET | ROCHESTER | MN | 55901 | 410876187 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| THE CONGREGATIONAL CHURCH UCC | |||||||
| 974 SKYLINE DRIVE SW | ROCHESTER | MN | 55902 | 410760826 | 501(C)(3) | $11,000 | OPERATING SUPPORT |
| UNITED WAY OF OLMSTED COUNTY | |||||||
| 903 WEST CENTER ST SUITE 100 | ROCHESTER | MN | 55902 | 410695594 | 501(C)(3) | $26,000 | OPERATING SUPPORT |
| ALLISON HARVEYU OF MN-TWIN CITIES | |||||||
| 28751 COUNTY ROAD 33 | LAKE CITY | MN | 55041 | 416007513 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| WARREN MILLER PERFORMING ARTS CENTER | |||||||
| 45465 GALLATIN ROAD | GALLATIN GATEWAY | MT | 59730 | 331106018 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| WINONA STEM VILLAGE | |||||||
| C/O WSU 859 30TH AVENUE SE | ROCHESTER | MN | 55904 | 411687554 | 501(C)(3) | $8,500 | OPERATING SUPPORT |
| YELLOWSTONE CLUB COMMUNITY FOUNDATION | |||||||
| 1111 RESEARCH ROAD | BOZEMAN | MT | 59718 | 271974255 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| YELLOWSTONE RECREATIONS FOUNDATION | |||||||
| PO BOX 400 | CODY | WY | 82414 | 263059533 | 501(C)(3) | $37,000 | OPERATING SUPPORT |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 55 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,288,205 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PRESENTED TO AND DISCUSSED BY THE BOARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO FILL OUT AND SIGN DISCLOSURE FORM. THEY MUST ALSO VERBALLY INDICATE WHETHER A CONFLICT EXISTS AND ABSTAIN FROM VOTING AT BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS. THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS AND INCREASES ARE BASED ON MERIT. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS MAY BE OBTAINED BY THE PUBLIC ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. |
| FORM 990, PART XI, LINE 2C: | THE FINANCE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST HOMES PROPERTIES | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 412004557 | TO PROVIDE OPPORTUNITIES FOR LOW AND MODERATE INCOME HOUSEHOLDS IN SE MN | MN | 501(C)3 | 11A TYPE I | ROCHESTER AREA FOUNDATION | 0 |
| RAF PROPERTIES | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 411891463 | TO RECEIVE, HOLD & DISBURSE ANY REAL PROPERTY FOR ROCHESTER AREA FOUNDATION | MN | 501(C)3 | 11A TYPE I | ROCHESTER AREA FOUNDATION | 0 |
| IMPACT FINANCE | ||||||||||
| 12 ELTON HILLS DRIVE NW | ROCHESTER | MN | 55901 | 274641831 | PROVIDE INCREASED ACCESS TO CAPITAL FOR LOW INCOME FAMILIES/COMMUNITIES | MN | 501(C)3 | 11A TYPE I | ROCHESTER AREA FOUNDATION | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FIRST HOMES PROPERTIES | ||
| D | $52,191 | LOAN BALANCE |
| ROCHESTER COMMUNITY FINANCE | ||
| D | $213,375 | LOAN BALANCE |
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