LIVING SPRINGS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LIVING SPRINGS FOUNDATION (EIN 41-1904085)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201711359349100306
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T06:56:16-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411540027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sherburne & Dahl Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Market Street Suite 274A | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | 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 | 411904085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVING SPRINGS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIVI | BusinessNameControlTxt |
| Phone | 6123383255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MARKET STREET SUITE 274A | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Jonas | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6123383255 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip Sherburne | PreparerPersonNm |
| PTIN | P00001052 | PTIN |
| Phone | 6123383255 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.82.201.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 07:29:16 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9786E2BF4DD57BF1D075686F0B8C0AC81D9889BA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,791,559 | 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 | $13,714 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,606 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,606 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $505,931 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,613 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $133,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,202 | 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 | $10,517 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,258 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,259 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,283 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $480 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $179 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,284 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,266 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,266 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,858 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,002 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,348 | CashBOYAmt |
| Cash EOY | $13,967 | CashEOYAmt |
| Cash EOYFMV | $13,967 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,185 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,328 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,775 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,864 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,775 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,775 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $50,519 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $25,311 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $25,235 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $804,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $700,575 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $951,209 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $628,824 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $762,735 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $767,045 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,570,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,536,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,791,559 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $91,666 | GrantsPayableBOYAmt |
| Grants Payable EOY | $37,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $91,666 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,520,506 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,534,220 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$41,274 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$35,029 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,479,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,499,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,570,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,536,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,479,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,942 | ExcessRevenueOverExpensesAmt |
| Other Increases | $54,166 | OtherIncreasesAmt |
| Subtotal | $1,499,456 | SubtotalAmt |
| Other Decreases | $265 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,499,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $6,887 | $6,887 | $6,887 | |||
| US BANK LT COVERED | P | $262,267 | -$12,888 | -$12,888 | 2014-01-01 | 2016-12-31 | $275,155 |
| US BANK LT NONCOVERED | P | $236,777 | $78,614 | $78,614 | 2014-01-01 | 2016-12-31 | $158,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,613 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,245 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,919,205 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076201 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $157,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,971,346 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080123 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $131,811 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,931,887 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068229 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $156,199 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,765,259 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088485 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $111,975 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,621,024 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069077 | DistributionYr5Rt |
| Total Distribution | 0.382115 | TotalDistributionRt |
| Average Distribution | 0.076423 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,810,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,355 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,070 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $139,425 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $154,550 | 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 | $1,070 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,070 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $130 | OverpaymentAmt |
| Applied To ES Tax | $130 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | PHILIP S SHERBURNE | IndividualWithBooksNm |
| Phone | 6123383255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MARKET STREET SUITE 274A | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET BULLITT-JONAS | ||||||||
| 275 Market Street Suite 274A | Minneapolis | MN | 55405 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT JONAS | ||||||||
| 275 Market Street Suite 274A | Minneapolis | MN | 55405 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,783,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,837,956 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,837,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,810,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,070 | TotalTaxAmt |
| Distributable Before Adj | $89,449 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,449 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,449 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,070 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $153,480 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,449 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,952 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $71,526 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,609 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,359 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,793 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $232,239 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,449 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,101 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $297,340 | 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 | $10,952 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $286,388 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,526 | ExcessFromYear4Amt |
| Excess From Year3 | $36,609 | ExcessFromYear3Amt |
| Excess From Year2 | $62,359 | ExcessFromYear2Amt |
| Excess From Year1 | $50,793 | ExcessFromYear1Amt |
| Excess From Current Year | $65,101 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Living Springs Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Market Street Suite 274A | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6123383255 | RecipientPhoneNum |
| Form And Info And Materials | TWO SETS OF GRANT PROPOSAL SHOULD BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARY FOCUS IS ON COMMUNITIES IN THE NEW ENGLAND AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 350ORG | ||||||
| 20 Jay Street Suite 732 | Brooklyn | NY | 11201 | PC | GENERAL OPERATING | $2,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING | $2,000 |
| AMHERST SURVIVAL CENTER | ||||||
| PO BOX 9629 | NORTH AMHERST | MA | 01059 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| ARISE FOR SOCIAL JUSTICE | ||||||
| 467 STATE STREET | SPRINGFIELD | MA | 01104 | PC | GENERAL OEPRATING | $2,500 |
| BERKSHIRE ENVIRONMENTAL ACTION TEAM | ||||||
| 29 HIGHLAND AVENUE | PITTSFIELD | MA | 01201 | PC | "401" (SANDISFIELD/OTIS PROJECT) - 2000, GENERAL OPERATING - 2,000 | $4,000 |
| BETTER FUTURE PROJECT INC | ||||||
| 30 BOW ST | CAMBRIDGE | MA | 02138 | PC | BETTER FUTURE PROJECT | $5,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PC | GENERAL OPERATING | $5,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||
| 1500 Main Street Suite 2300 | Springfield | MA | 01115 | PC | GENERAL OPERATING - 1,000; MARK NATHAN FDN FOR SOCIAL JUSTICE - 1,500 | $2,500 |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE (CISA) | ||||||
| ONE SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | PC | GENERAL OPERATING | $3,500 |
| CREATION COALITION | ||||||
| 4 THERIAULT COURT | CAMBRIDGE | MA | 02140 | PC | GENERAL OPERATING | $3,000 |
| EAGLE EYE INSTITUTE | ||||||
| 14 CHAPEL STREET | SOMERVILLE | MA | 02144 | PC | GENERAL OPERATING | $1,500 |
| EARTHJUSTICE | ||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | GENERAL OPERATING | $2,500 |
| EPIPHANY SCHOOL INC | ||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| EPISCOPAL DIVINITY SCHOOL | ||||||
| 99 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | CAPITAL CAMPAIGN PAYMENT 4 OF 5 YEAR PLEDGE - 5,000 | $5,000 |
| FOOD BANK OF WESTERN MASSACHUSETTS INC | ||||||
| PO BOX 160 | HATFIELD | MA | 01038 | PC | GENERAL OPERATING | $1,500 |
| FRANKLIN LAND TRUST INC | ||||||
| 36 STATE STREET PO BOX 450 | SHELBURNE FALLS | MA | 01370 | PC | GENERAL FUND | $2,000 |
| FRIENDS OF THE EARTH | ||||||
| 1100 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING | $3,000 |
| GENESIS SPIRITUAL LIFE CENTER | ||||||
| 53 MILL STREET | WESTFIELD | MA | 01085 | PC | GENERAL OPERATING | $2,000 |
| GROW FOOD NORTHAMPTON INC | ||||||
| 221 PINE STREET SUITE 349 | FLORENCE | MA | 01062 | PC | GENERAL OPERATING | $2,600 |
| HILLTOWN COMMUNITY HEALTH CENTERS | ||||||
| 58 OLD NORTH ROAD | WORTHINGTON | MA | 01098 | PC | JOHN P MUSANTE HEALTH CENTER CAPITAL CAMPAIGN | $1,500 |
| HILLTOWN LAND TRUST INC | ||||||
| 332 BULLITT ROAD | ASHFIELD | MA | 01330 | PC | GENERAL OPERATING | $2,000 |
| HITCHCOCK CENTER FOR THE ENVIRONMENT | ||||||
| 525 SOUTH PLEASANT STREET | AMHERST | MA | 01002 | PC | BUILDING FOR THE FUTURE CAMPAIGN - PYMT 3 of 3 YEAR PLEDGE | $16,666 |
| KARUNA CENTER FOR PEACEBUILDING INC | ||||||
| 447 WEST STREET | AMHERST | MA | 01002 | PC | GENEAL OPERATING | $1,000 |
| KESTREL LAND TRUST | ||||||
| PO BOX 1016 | AMHERST | MA | 01004 | PC | GENERAL SUPPORT - PLEDGE 2 OF 3 $30,000 | $30,000 |
| MASSACHUSETTS AUDUBON SOCIETY INC | ||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PC | GENERAL SUPPORT | $1,500 |
| MONGABAYORG | ||||||
| PO BOX 0291 | MENLO PARK | CA | 94026 | PC | PLEDGED GIFT | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | CONSERVATION | $2,500 |
| NATURE CONSERVANCY | ||||||
| PO BOX 1556 | MERRIFIELD | VA | 22116 | PC | WESTERN MASSACHUSETTS PROGRAM | $2,000 |
| NEW ENGLAND PUBLIC RADIO FOUNDATION | ||||||
| 1525 Main Street | Springfield | MA | 01103 | PC | WFCR RADIO | $3,000 |
| NORTHAMPTON SURVIVAL CENTER | ||||||
| 265 PROSPECT STREET | NORTHAMPTON | MA | 01060 | PC | GENERAL OPERATING | $2,000 |
| PIONEER VALLEY SHAMBHALA CENTER | ||||||
| 191 MAIN STREET | NORTHAMPTON | MA | 01060 | PC | GENERAL SUPPORT | $3,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | PC | GENERAL OPERATING | $1,000 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | ||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | PC | FOR LOCATIONS IN WESTERN MASSACHUSETTS | $2,000 |
| PROSPERITY CATALYST INC | ||||||
| 9 WATERHOUSE STREET | CAMBRIDGE | MA | 01238 | PC | GENERAL SUPPORT | $3,000 |
| RAINFOREST ACTION NETWORK | ||||||
| 425 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94108 | PC | GENERAL SUPPORT | $2,500 |
| SOCIETY OF SAINT JOHN THE EVANGELIST | ||||||
| 980 MEMORIAL DRIVE | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING FUND - 2,500 (Year 4 of 5) | $5,000 |
| SOUTHERN POVERTY LAW CENTER INC | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | GENERAL SUPPORT | $2,000 |
| ST LUKE'S EPISCOPAL CHURCH | ||||||
| PO BOX 612 | FORT YATES | ND | 58538 | PC | GENERAL SUPPORT | $1,500 |
| THE SIERRA CLUB FOUNDATION | ||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | PC | DESIGNATED TO WESTERN MA WORK | $2,000 |
| THE TRUST FOR PUBLIC LAND | ||||||
| 10 MILK STREET SUITE 810 | BOSTON | MA | 02108 | PC | WESTERN MA/ CT RIVER PROGRAMS | $1,500 |
| TRUSTEES OF THE RESERVATIONS | ||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | PC | WORK IN WESTERN MASSACHUSETTS | $2,000 |
| UNITED WAY OF HAMPSHIRE COUNTY | ||||||
| PO BOX 123 | NORTHAMPTON | MA | 01061 | PC | GENERAL OPERATING | $2,000 |
| UNITED WAY OF PIONEER VALLEY INC | ||||||
| 1441 MAIN STREET SUITE 147 | SPRINGFIELD | MA | 01103 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| WILD EARTH SOCIETY INC | ||||||
| 1402 3rd Avenue Suite 1019 | Seattle | WA | 98101 | PC | WILDLANDS NETWORK DESIGNATED FOR EASTERN USA | $1,500 |
| WORLD STEWARDSHIP INSTITUTE | ||||||
| PO BOX 7348 | SANTA ROSA | CA | 95407 | PC | THE NATIONAL RELIGIOUS COALITION ON CREATION CARE-$2,000 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,266 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,606 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,983 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $72,613 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $120,202 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,202 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SARAH COWLES DOERING | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 SPENCER DRIVE | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010023363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,714 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHERBURNE & DAHL, LTD | CategoryTxt |
| Amt | $10,517 | Amt |
| Net Investment Income | $5,258 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,259 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHEDULE AVAIL UPON REQUEST | BondNm |
| EOY Book Value | $762,735 | EOYBookValueAmt |
| EOYFMV | $767,045 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHED AVAIL UPON REQUEST | StockNm |
| EOY Book Value | $700,575 | EOYBookValueAmt |
| EOYFMV | $951,209 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $25,311 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $25,235 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior year bond cost basis adjustments | Desc |
| Amt | $265 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $179 | $179 | $0 | $0 |
| STATE OF MN FILING FEE | $25 | $0 | $0 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grants previously accrued and paid in 2016 | Desc |
| Amt | $54,166 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US BANK MANAGEMENT FEES | CategoryTxt |
| Amt | $7,283 | Amt |
| Net Investment Income | $7,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $480 | $480 | $0 | $0 |
| FEDERAL EXCISE TAXES PAID | $108 | $0 | $0 | $0 |
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