BETA

LENFESTEY FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LENFESTEY FAMILY FOUNDATION INC (EIN 39-1748548)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201731329349102578
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T15:18:30-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391173131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHENCK SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 23819AddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP543053819ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391748548EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LENFESTEY FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O PRIVATE PHILANTHROPY SERVICESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLENFBusinessNameControlTxt
Phone9204367800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 RIVERSIDE DRIVEAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES LENFESTEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9204367800PhoneNum
Signature2017-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE R MULLOYPreparerPersonNm
PTINP01241748PTIN
Phone9204367800PhoneNum
Preparation2017-05-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.142.163.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-09IPDt
IP Tm11:23:01IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA5345BC4DE5C4E78ED984795A38A35ED142D6D46AtSubmissionCreationDeviceId
At Submission Filing Device IdEC3B3E6693BBF39118E1AB12E86B94CF4085E7F0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,396,753FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$76InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$76InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$45,006DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,006DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,362NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,297,881GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,362CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$85,444TotalRevAndExpnssAmt
Total Net Invst Incm$85,444TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,770AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$885AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$885AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,500OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,831OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,448OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,383OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,601TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,833TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,768TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$108,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$108,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,101TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,833TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,268TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$42,657ExcessRevenueOverExpensesAmt
Net Investment Income$75,611NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$948,110SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$232,934SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$232,934SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,339,759CorporateStockBOYAmt
Corporate Stock EOY$2,012,278CorporateStockEOYAmt
Corporate Stock EOYFMV$2,163,819CorporateStockEOYFMVAmt
Total Assets BOY$2,287,869TotalAssetsBOYAmt
Total Assets EOY$2,245,212TotalAssetsEOYAmt
Total Assets EOYFMV$2,396,753TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,287,869CapitalStockBOYAmt
Capital Stock EOY$2,245,212CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,287,869TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,245,212TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,287,869TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,245,212TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,287,869TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$42,657ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,245,212SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,245,212TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$1,297,881GrossSalesPriceAmt
Cost Or Other Basis$1,257,519CostOrOtherBasisAmt
Gain Or Loss$40,362GainOrLossAmt
Gains Minus Excess Or Losses$40,362GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$40,362CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$119,454AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,414,768NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049468DistributionYr1Rt
Adjusted Qlfy Distri Yr2$92,046AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,401,113NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038335DistributionYr2Rt
Adjusted Qlfy Distri Yr3$83,306AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,122,405NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039251DistributionYr3Rt
Adjusted Qlfy Distri Yr4$64,783AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,892,772NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.034227DistributionYr4Rt
Adjusted Qlfy Distri Yr5$65,577AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,882,937NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.034827DistributionYr5Rt
Total Distribution0.196108TotalDistributionRt
Average Distribution0.039222AverageDistributionRt
Net Vl Noncharitable Assets$2,327,293NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$91,281AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$756NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$92,037AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$118,268QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$756InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$756SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$756TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,051EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,051TotalPaymentsAndCreditsAmt
Overpayment$3,295OverpaymentAmt
Applied To ES Tax$3,295AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJIM LENFESTEYIndividualWithBooksNm
Phone6127307435PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11833 GIRARD AVE SAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES LENFESTEY
1833 GIRARD AVE SMINNEAPOLISMN55403PRESIDENT0.50$0$0$0
SUSAN LENFESTEY
1833 GIRARD AVE SMINNEAPOLISMN55403DIRECTOR0.50$0$0$0
DORA LENFESTEY
4112 LINDEN AVENUE NSEATTLEWA98103VP/SEC0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,610,709AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$752,025AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,362,734TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,362,734AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,441CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,327,293NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,365MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,365MinimumInvestmentReturnAmt
Tax Based On Investment Income$756TaxBasedOnInvestmentIncomeAmt
Total Tax$756TotalTaxAmt
Distributable Before Adj$115,609DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$115,609DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$115,609DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,268ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$118,268QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$756PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$117,512AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$115,609DistributableAsAdjustedAmt
Undistributed Income PY$10,851UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$118,268QualifyingDistributionsAmt
Applied To Year1$10,851AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$107,417AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$8,192UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPRIVATE PHILANTHROPY SERVICESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1318 W 48TH STAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55419ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6128251050RecipientPhoneNum
Form And Info And MaterialsNO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350 ORG
20 JAY STREET STE 732BROOKLYNNY11201N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$3,000
ACHIEVE MINNEAPOLIS
111 THIRD AVE SO SUITE 5MINNEAPOLISMN55401N/APCARTS AND ACADEMIC ACHIEVEMENT PROGRAM$1,000
ANDERSON CENTER
163 TOWER VIEW DRIVERED WINGMN55066N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$1,000
CONGREGATIONS CARING FOR CREATION DBA MINNESOTA INTERFAITH POWER AND LIGHT
3333 N 4TH STREETMINNEAPOLISMN55412N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$1,000
ECONOMIC OPPORTUNITY INSTITUTE
603 STEWART STREET STE 715SEATTLEWA98101N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$3,500
FOR THE LOVE OF WATER
153 1/2 EAST FRONT STREET SUITETRAVERSE CITYMI49684N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$6,000203C
FRESH ENERGY
408 ST PETER STREET SUITE 220ST PAULMN551021125N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$2,500
GUTHRIE THEATER FOUNDATION
818 S 2ND STMINNEAPOLISMN55415N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$2,500
MACKINAC ISLAND COMMUNITY FOUNDATION
PO BOX 1933MACKINAC ISLANDMI49757N/APCDORA DUPONT WILLIAMS FUND$2,000
MINNESOTA CENTER FOR BOOK ARTS
1011 WASHINGTON AVE S SUITE 100MINNEAPOLISMN55415N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$1,000
MN350
2104 STEVENS AVENUE SMINNEAPOLISMN55404N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$1,000
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$3,000
OPEN EYE THEATRE CO
506 EAST 24TH STREETMINNEAPOLISMN55404N/APCGRANT MADE IN HONOR OF SUE HAAS$1,000
PENUMBRA THEATER
270 KENT STREETST PAULMN55102N/APC40TH ANNIVERSARY CAMPAIGN$4,000
PLOUGHSHARES FUND
FORT MASON CENTER B-330SAN FRANCISCOCA94123N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$1,000
PLYMOUTH CONGREGATIONAL CHURCH
1900 NICOLLET AVEMINNEAPOLISMN55403N/APCROOFTOP SOLAR PROJECT AND LITERARY WITNESSES PROGRAM$10,500
RAIN TAXI REVIEW OF BOOKS
PO BOX 3840MINNEAPOLISMN55403N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$1,000
RED DRAGONFLY PRESS
307 OXFORD STNORTHFIELDMN55057N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$1,500
SANTA FE PREPARATORY SCHOOL
1101 CAMINO DE LA CRUZ BLANCASANTA FENM87505N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$5,000
SAVE OUR SHORES
345 LAKE AVENUE STE ASANTA CRUZCA95062N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$2,000
THE CIRCLE
PO BOX 6026MINNEAPOLISMN55406N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$6,500
THE LOFT LITERARY CENTER
1011 WASHINGTON AVE S SUITE 200MINNEAPOLISMN55415N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$10,000
TIWAHE FOUNDATION
2801 21ST AVE S STE 132FMINNEAPOLISMN55407N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$1,000
WATCH
608 2ND AVE SO NORTHSTAR EAST SUITEMINNEAPOLISMN55402N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$17,000465
WELLSTONE ACTION FUND
2446 UNIVERSITY AVE W SUITE 170ST PAULMN55114N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$1,000
WILL STEGER FOUNDATION
2801 21ST AVE SO SUITE 127MINNEAPOLISMN55407N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$2,000
DARTMOUTH COLLEGE
6016 MCNUTT HALLHANOVERNH03755N/APCTHE 1966 CLASS REUNION$1,000
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVENEW YORKNY10001N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$1,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$2,000
FAMILIES AGAINST MANDATORY MINIMUMS FOUNDATION
1100 H STREET NW SUITE 1000WASHINGTONDC20005N/APCTO FUND CHARITABLE OBJECTIVES OF CHARITY$2,000
GROUNDWATER CENTER FOR RESILIENT COMMUNITIES INC
148 E FRONT STREET SUITE 301TRAVERSE CITYMI49684N/APCTHE OIL AND WATER DON'T MIX CAMPAIGN$1,000
KAPKA COOPERATIVE SCHOOL
510 N 49TH STSEATTLEWA98103N/APCGRANT IN HONOR OF ZARA KUBLIN$1,000
KAPKA COOPERATIVE SCHOOL
510 N 49TH STSEATTLEWA98103N/APCGENERAL CHARITABLE OPERATIONS$1,500
LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
1920 L ST NW STE 800WASHINGTONDC20036N/APCGENERAL CHARITABLE OPERATIONS$2,000
MIXED BLOOD THEATER
1501 S 4TH STMINNEAPOLISMN55454N/APCGENERAL CHARITABLE OPERATIONS$4,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1300OAKLANDCA94612N/APCGENERAL CHARITABLE OPERATIONS$1,000
MN350
2104 STEVENS AVENUE SMINNEAPOLISMN55404N/APCGRANT IN HONOR OF MARIAN MOORE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$108,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,006ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,362ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$85,444ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$85,444TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,770Amt
Net Investment Income$885NetInvestmentIncomeAmt
Disbursements Charitable Prps$885DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
POWERSHARES$143,497$147,271
SELECT SECTOR SPDR TRUST FINANCIAL SELECT SECTOR FUND$365,038$380,579
ISHARES US CONSUMER SERVICES ETF$100,247$108,591
PROSHARES TRUST$427,448$486,082
SELECT SECTOR SPDR TRUST INDUSTRIAL SELECT INDEX$324,565$367,471
POWERSHARES S&P SMALLCAP INFO TECH PORT$0$0
ISHARES US CONSUMER GOODS ETF$59,073$55,471
SELECT SECTOR SPDR TRUST MATERIALS SELECT SEC INDEX$158,507$171,714
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT INDEX$286,405$306,022
SPDR TRANSPORT ETF$147,498$140,618

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AGENCY FEES$12,766$6,383$6,383
BANK FEE$65$65$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPRIVATE PHILANTHROPY SERVICECategoryTxt
Amt$5,000Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

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