MARBROOK FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARBROOK FOUNDATION (EIN 41-6019899)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349101821
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T11:31:26-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411373234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sawmill Private Management Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 730 Bldg 730 2nd Ave S | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416019899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARBROOK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARB | BusinessNameControlTxt |
| Phone | 6127521783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 2ND AVE S SUITE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARKELL KIEFER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6127521783 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Douglas E Lange | PreparerPersonNm |
| PTIN | P00021008 | PTIN |
| Phone | 6127521770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,886,214 | 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 | $1,041 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $514,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $514,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $557,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,911,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $557,505 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,073,215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,072,174 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $222,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $156,002 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,979 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,579 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,516 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,064 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90,679 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,543 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,508 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $342,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $206,040 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,472 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $811,106 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $811,106 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,153,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $206,040 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $921,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $866,134 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $213,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $458,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $458,405 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,671,191 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,621,971 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,598,742 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,174,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,776,169 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,753,923 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,703,542 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,059,606 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,893,199 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,090,107 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $856,878 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,181,945 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,853,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,773,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,886,214 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,853,339 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,773,029 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,853,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,773,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,853,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,773,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,853,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,310 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,773,029 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,773,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TRUST COMPASS CUSTODY | P | $26,203 | $26,398 | -$195 | -$195 |
| RIVERBRIDGE | P | $57,687 | $60,076 | -$2,389 | -$2,389 |
| SCHWAB-ULLAND | P | $47,723 | $51,433 | -$3,710 | -$3,710 |
| TRUST CO OF THE WEST (TCOW) | P | $313,603 | $287,513 | $26,090 | $26,090 |
| SPEECE THORSON | P | $9,148 | $9,148 | $9,148 | |
| STCGC | P | $204,911 | -$204,911 | -$204,911 | |
| TCW SELECT EQ | P | $1,211 | $1,211 | $1,211 | |
| RIVERBRIDGE | P | $645,201 | $354,843 | $290,358 | $290,358 |
| SCHWAB-ULLAND | P | $127,463 | $161,494 | -$34,031 | -$34,031 |
| SCHWAB-ULLAND | P | $650 | $650 | $650 | |
| SCHWAB-ULLAND 1250 | P | $41 | $41 | $41 | |
| TRUST CO OF THE WEST (TCOW) | P | $309,870 | $309,870 | $309,870 | |
| US TRUST COMPASS CUSTODY | P | $203,214 | $207,737 | -$4,523 | -$4,523 |
| TCW SELECT FD | P | $11,736 | $11,736 | $11,736 | |
| TCW GRWTH EQ | P | $13,294 | $13,294 | $13,294 | |
| SPEECE THORSON | P | $139,674 | $139,674 | $139,674 | |
| TCW RELATIVE VALUE | P | $5,192 | $5,192 | $5,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $557,505 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $981,714 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,280,936 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060298 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $877,046 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,262,549 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057464 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $818,238 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,367,480 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056951 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $801,534 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,284,581 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052441 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $769,788 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,751,900 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055977 | DistributionYr5Rt |
| Total Distribution | 0.283131 | TotalDistributionRt |
| Average Distribution | 0.056626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,349,621 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $925,814 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,661 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $934,475 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $921,578 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,323 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,293 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $23,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $39,293 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,970 | OverpaymentAmt |
| Applied To ES Tax | $21,970 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | 0 | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.marbrookfoundation.org | WebsiteAddressTxt |
| Individual With Books | SAWMILL PRIVATE MANAGEMENT INC | IndividualWithBooksNm |
| Phone | 6127521770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 SECOND AVE S STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| MARKELL BROOKS | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARKELL KIEFER | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHEN B BROOKS | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHERINE M LEIGHTON | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH K BROOKS | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM R KING | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN E LARSEN | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MINNA BROOKS | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | EXECUTIVE DIRECTOR | 20.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAWMILL PRIVATE MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 SECOND AVE S STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FOUNDATION MANAGEMENT/CHARITABLE OVERSIGHT | ServiceTypeTxt |
| Compensation | $66,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,313,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $284,604 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,598,600 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,598,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $248,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,349,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $817,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $817,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,323 | TotalTaxAmt |
| Distributable Before Adj | $800,158 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $800,158 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $800,158 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $921,578 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $921,578 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $921,578 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $800,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $160,658 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $154,861 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $180,896 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $496,415 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $921,578 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $800,158 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,420 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $617,835 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $617,835 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $160,658 | ExcessFromYear3Amt |
| Excess From Year2 | $154,861 | ExcessFromYear2Amt |
| Excess From Year1 | $180,896 | ExcessFromYear1Amt |
| Excess From Current Year | $121,420 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARBROOK FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 SECOND AVE S STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6127521783 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN PROPOSAL WITH DESCRIPTION OF OBJECTIVES, BUDGET, METHOD OF EVALUATION, AND EVIDENCE OF CHARITABLE EXEMPTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY RESTRICTED TO THE MINNEAPOIS-ST PAUL AREA WITH PRIMARY EMPHASIS ON INITIATIVES THAT CREATE EQUAL OPPORTUNITY FOR IMMIGRANTS AND REFUGEES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABBOTT NORTHWESTERN HOSPITAL FOUNDATION | |||||||||||
| 800 E 28th St | Minneapolis | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | ||||
| AFRICAN DEVELOPMENT CENTER | |||||||||||
| 1931 South 5th Street | Minneapolis | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| AMERICAN SWEDISH INSTITUTE | |||||||||||
| 2600 Park Ave S | Minneapolis | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $7,500 | ||||
| AMHERST H WILDER FOUNDATION | |||||||||||
| 451 Lexington Parkway North | Saint Paul | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $11,000 | ||||
| ARC GREATER TWIN CITIES | |||||||||||
| 2446 University Ave W | Saint Paul | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| AUGSBURG COLLEGE | |||||||||||
| 2211 Riverside Ave | Minneapolis | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| BANYAN COMMUNITY | |||||||||||
| 2647 Bloomington Ave | MInneapolis | MN | 55407 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $25,000 | ||||
| BRECK SCHOOL | |||||||||||
| 123 Ottawa Avenue North | Golden Valley | MN | 554225189 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | ||||
| CAMARGO FOUNDATION | |||||||||||
| NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | 1 AVENUE MAURICE JERMINI | CASSIS | FR | 13260 | ||||
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST PAUL AND MINNEAPOLIS | |||||||||||
| 1200 Second Avenue South | Minneapolis | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $7,500 | ||||
| CENTER OF WONDER | |||||||||||
| 240 S Glenwood St 309 | Jackson | WY | 83001 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | ||||
| CENTER FOR THE VICTIMS OF TORTURE | |||||||||||
| 2356 University Avenue West | Saint Paul | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| CENTRO TYRONE GUZMAN | |||||||||||
| 1915 Chicago Ave S | Minneapolis | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| CENTER FOR NONPROFIT EXCELLENCE | |||||||||||
| 723 NORTH WEBER ST SUITE 200 | COLORADO SPRINGS | CO | 80903 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| CITY HOUSE | |||||||||||
| 1730 New Brighton Blvd | Minneapolis | MN | 554131248 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| CLIMB THEATRE | |||||||||||
| 6415 Carnen Avenue East | Inver Grove Heights | MN | 55076 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $7,500 | ||||
| COLLEGE OF VETERINARY MEDICINEUNIVERSITY OF MINNESOTA | |||||||||||
| 1365 Gortner Avenue | Saint Paul | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | ||||
| COLORADO ROCKY MOUNTAIN SCHOOL | |||||||||||
| 1493 County Road 106 | Carbondale | CO | 816232357 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| COMMONBOND COMMUNITIES | |||||||||||
| 328 Kellogg Boulevard West | Saint Paul | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| COMMUNIDADES LATINAS UNIDAS EN SERVICIO (CLUES) | |||||||||||
| 797 E 7th Street | Saint Paul | MN | 55106 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| CORNELL UNIVERSITY | |||||||||||
| 144 East Ave | Ithaca | NY | 14853 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| CRISTO REY JESUIT HIGH SCHOOL | |||||||||||
| 2924 S 4th Ave | Minneapolis | MN | 55408 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| CROSSROADS SCHOOL FOR ARTS AND SCIENCES | |||||||||||
| 1715 Olympic Blvd | Santa Monica | CA | 90404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| DAILY WORK | |||||||||||
| 105 University AVe W | Saint Paul | MN | 55103 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| FAIRVIEW FOUNDATION | |||||||||||
| 2344 Energy Park Dr | Saint Paul | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $7,500 | ||||
| FAMILY PARTNERSHIP | |||||||||||
| 414 South Eighth Street | Minneapolis | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| FRIENDS OF ST PAUL COLLEGE | |||||||||||
| 235 Marshall Ave | Saint Paul | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| FRIENDS SCHOOL | |||||||||||
| 1365 Englewood Ave | Saint Paul | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $7,000 | ||||
| FRIENDS OF THE SAINT PAUL PUBLIC LIBRARY | |||||||||||
| 325 CEDAR ST 555 | SAINT Paul | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| GENESYS WORKS-TWIN CITIES | |||||||||||
| 445 Minnesota Street | Saint Paul | MN | 551012127 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| GREATER TWIN CITIES UNITED WAY | |||||||||||
| 404 8th Street | Minneapolis | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| GREEN CARD VOICES | |||||||||||
| 2822 Lyndale Ave S | Minneapolis | MN | 55408 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| GROWING GARDENS | |||||||||||
| 2203 NE Oregon Street | Portland | OR | 97232 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| GUADALUPE ALTERNATIVE PROGRAM | |||||||||||
| 381 Robie St E | Saint Paul | MN | 55107 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| HAZELDEN FOUNDATION | |||||||||||
| 1375 St Anthony Avenue | Saint Paul | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | ||||
| HIAWATHA ACADEMIES | |||||||||||
| 1611 E 46th St | Minneapolis | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $40,000 | ||||
| HIGH MOUNTAIN INSTITUTE | |||||||||||
| 531 County Rd 5A | Leadville | CO | 80461 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| HOPE COMMUNITY | |||||||||||
| 611 East Franklin Ave | Minneapolis | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| KAREN ORGANIZATION OF MINNESOTA | |||||||||||
| 1394 Jackson StREET | Saint Paul | MN | 55117 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $12,500 | ||||
| KHYENTSE FOUNDATION | |||||||||||
| PO Box 156648 | San Francisco | CA | 94115 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | ||||
| LA OPORTUNIDAD INC | |||||||||||
| 2700 E Lake St 3200 | Minneapolis | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| LAKE COUNTRY SCHOOL | |||||||||||
| 3755 Pleasant Avenue South | Minneapolis | MN | 55409 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | ||||
| LIFETRACK RESOURCES | |||||||||||
| 2218 CENTRAL AVE NE | MINneapolis | MN | 55418 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| LYNDALE NEIGHBORHOOD ASSOCIATION | |||||||||||
| 3537 Nicollet Avenue | Minneapolis | MN | 55408 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $25,000 | ||||
| MICROGRANTS | |||||||||||
| 1035 East Franklin Ave | Minneapolis | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| MIDWEST ART CONSERVATION CENTER | |||||||||||
| 2400 3rd Avenue South | Minneapolis | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| MINNEAPOLIS HEART INSTITUTE FOUNDATION | |||||||||||
| 920 East 28th Street | Minneapolis | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCACY | |||||||||||
| 26 E EXCHANGE ST 206 | SAINT Paul | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| MINNESOTA ORCHESTRAL ASSOCIATION | |||||||||||
| 1111 NICOLLET MALL | MINNeapolis | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | ||||
| MINNESOTA LITERACY COUNCIL | |||||||||||
| 700 Raymond Ave 180 | Saint Paul | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| MORE MULTICULTURAL SCHOOL FOR EMPOWERMENT | |||||||||||
| 96 E Wheelock Parkway | Saint Paul | MN | 55117 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $20,000 | ||||
| NAROPA UNIVERSITY | |||||||||||
| 2130 Arapahoe Avenue | Boulder | CO | 803026697 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | ||||
| NEIGHBORHOOD DEVELOPMENT CENTER | |||||||||||
| 1515 E LAKE ST | MInneapolis | MN | 55407 | nOnE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| NEIGHBORHOOD HOUSE | |||||||||||
| 179 Robie Street East | Saint Paul | MN | 551072360 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| NEXUS COMMUNITY PARTNERS | |||||||||||
| 2314 University Ave W 18 | Saint Paul | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| NORTHEASTERN MINNESOTANS FOR WILDERNESS | |||||||||||
| PO Box 625 | Ely | MN | 55731 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| PHEASANTS FOREVER | |||||||||||
| 1783 Buerkle Cir | White Bear Lake | MN | 55110 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| PIEDMONT COUNCIL OF THE ARTS | |||||||||||
| PO Box 2426 | Charlottesville | VA | 229022426 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | ||||
| PILLSBURY UNITED COMMUNITIES | |||||||||||
| 125 West Broadway | Minneapolis | MN | 55411 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| PLANNED PARENTHOOD MN ND SD | |||||||||||
| 671 Vandalia St | Saint Paul | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| PROJECT SUCCESS | |||||||||||
| One Groveland Terrace | Minneapolis | MN | 55405 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $13,500 | ||||
| REALITIES FOR CHILDREN | |||||||||||
| 1610 S COLLEGE AVE | FORT COLLINS | CO | 80525 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| ROCK STAR SUPPLY CO | |||||||||||
| 2388 University Ave W | Saint Paul | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| ROMERO INSTITUTE | |||||||||||
| 740 Front Street | Santa Cruz | CA | 95060 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | ||||
| SAINT PAUL AREA COUNCIL OF CHURCHES | |||||||||||
| 1671 Summit Ave | Saint Paul | MN | 55105 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $12,000 | ||||
| SECOND HARVEST HEARTLAND | |||||||||||
| 1140 Gervais Avenue | Saint Paul | MN | 55109 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| SHAMBHALA INTERNATIONAL CENTER | |||||||||||
| 1345 Spruce Street | Boulder | CO | 80302 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | ||||
| SISTERS OF ST JOSEPH OF CARONDELET | |||||||||||
| 1884 RANDOLPH AVE | SAINt Paul | MN | 55105 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| SOUTHERN THEATER FOUNDATION CORP | |||||||||||
| 1420 S Washington Ave | Minneapolis | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| SPAULDING REHABILITATION NETWORK | |||||||||||
| 300 1ST AVE | CHARLESTOWN | MA | 02129 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| TEN THOUSAND THINGS THEATER | |||||||||||
| 3153 36th Ave S | Minneapolis | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $7,500 | ||||
| THE CEDAR CULTURAL CENTER | |||||||||||
| 416 Cedar Avenue South | Minneapolis | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| THE AMERICAN ALPINE CLUB | |||||||||||
| 710 10TH STREET SUITE 100 | GOLDEN | CO | 80401 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| THE HOLE IN THE WALL GANG FUND | |||||||||||
| 555 Long Wharf Drive | New Haven | CT | 06511 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | ||||
| THE NATURE CONSERVANCY OF MINNESOTA | |||||||||||
| 1101 W River Pkwy 200 | Minneapolis | MN | 55415 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | ||||
| THE AMERICAN SAFE CLIMBING ASSOCIATION | |||||||||||
| PO BOX 3691 | BOULDER | CO | 80307 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| TIGERLION ARTS | |||||||||||
| 730 Second Avenue South | Minneapolis | MN | 55402 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $4,500 | ||||
| TWIN CITIES HABITAT FOR HUMANITY | |||||||||||
| 1954 University Ave W | Saint Paul | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $30,000 | ||||
| TRUST FOR PUBLIC LAND | |||||||||||
| 2610 UNIVERSITY AVE W 300 | SAINt Paul | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| united nations association of minnesota | |||||||||||
| 5001 Chowen Ave S | Minneapolis | MN | 55410 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| WELLSHARE INTERNATIONAL | |||||||||||
| 122 West Franklin Avenue | Minneapolis | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| WOMENS INITIATIVE FOR SELF EMPOWERMENT (WISE) INC | |||||||||||
| 570 Asbury Street | Saint Paul | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $20,000 | ||||
| YALE SCHOOL OF MANAGEMENT | |||||||||||
| 165 WHITNEY AVE | NEW HAVEN | CT | 06511 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $4,000 | ||||
| YWCA OF MINNEAPOLIS | |||||||||||
| 1130 Nicollet Mall | Minneapolis | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| MU PERFORMING ARTS | |||||||||||
| 275 4TH ST E 496 | SAINT Paul | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| MINNESOTA PRIVATE COLLEGE FUND | |||||||||||
| 445 MINNESOTA STREET SUITE 500 | SAINT Paul | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| MY FRIENDS PLACE | |||||||||||
| 5850 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | ||||
| NUCLEAR AGE PEACE FOUNDATION | |||||||||||
| 1622 ANACAPA STREET | SANTA BARBARA | CA | 93101 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | ||||
| OPEN ARMS OF MINNESOTA | |||||||||||
| 2500 BLOOMINGTON AVE S | MINNEAPolis | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | ||||
| PLAYWORKS | |||||||||||
| 380 WASHINGTON STREET | OAKLAND | CA | 94607 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| SOMALI AMERICAN PARENT ASSOCIATION | |||||||||||
| 1929 S 5TH ST 101 | MINNeapolis | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| PROJECT FOR PRIDE IN LIVING | |||||||||||
| 1035 E FRANKLIN AVE | MINNeapolis | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | ||||
| THE SANNEH FOUNDATION | |||||||||||
| 2090 CONWAY ST | SAINT Paul | MN | 55119 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| UPWARDLY GLOBAL | |||||||||||
| 582 MARKET STREET SUITE 1207 | SAN FRANcisco | CA | 94104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | ||||
| 84000-TRANSLATING THE WORDS OF THE BUDDHA | |||||||||||
| PO BOX 4109 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | ||||
| FROM K-1 PASSTHROUGH ENTITIES | |||||||||||
| 730 Second Avenue South | MInneapolis | MN | 55402 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $106 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $811,106 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOMEN'S FOUNDATION OF MINNESOTA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 5th Ave S | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATIONS OF THE ORGANIZATION | GrantOrContributionPurposeTxt |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $514,669 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $557,505 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,072,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,072,174 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EIDE BAILEY | CategoryTxt |
| Amt | $10,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPELL CAPITAL MEZZANINE PTRS | $827,747 | $815,841 |
| TEMPLETON GLOBAL BOND FUND | $1,102,246 | $950,769 |
| COMPASS BOND FUND-CORPORATE BONDS | $129,613 | $126,589 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TCW GROWTH EQUITIES I | $95,086 | $57,972 |
| TCW GAL SELECT EQUITIES FUND | $128,526 | $184,963 |
| TCW CONCENTRATED CORE EQUITY | $1,190,497 | $2,199,594 |
| TCW RELATIVE VALUE MID CAP FUND | $43,906 | $39,519 |
| RIVERBRIDGE SMID | $1,475,752 | $2,122,926 |
| ULLAND - EQUITIES | $280,966 | $285,834 |
| ULLAND - TRUST PREFERRED (FIXED INCOME) | $157,640 | $159,848 |
| STC GLOBAL CORE EQ LLC | $2,841,860 | $3,181,448 |
| SAWMILL TRUST CO INTL EQUITY PTRS | $1,549,356 | $1,508,278 |
| ULLAND - CORP OBLIGATIONS | $12,580 | $12,510 |
| ULLAND - ACCRUED INCOME | $0 | $1,031 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $765,303 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $768,191 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $856,668 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $830,551 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPEECE THORSON CAPITAL VALUE FD | AT COST | $706,878 | $2,031,945 |
| COMMON REINVEST FUND | AT COST | $150,000 | $150,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXP | $27,508 | $0 | $27,508 |
| NONDEDUCTIBLE FROM PASSTHROUGHS | $693 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE | $37,543 | $37,543 | $0 |
| OTHER PORTFOLIO LOSS -partnership loss | $24,935 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $156,002 | $156,002 | $0 |
| SAWMILL PRIVATE MANAGEMENT INC | $66,000 | $0 | $66,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $10,979 | $10,979 | $0 |
| STATE TAX PAID | $280 | $0 | $0 |
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