WINONA COMMUNITY FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WINONA COMMUNITY FOUNDATION INC (EIN 36-3500853)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-04
- IRS object ID
- 201622789349300307
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-04T08:50:57-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710959317 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 RIVERFRONT SUITE 401 | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363500853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINONA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINO | BusinessNameControlTxt |
| Phone | 5074546511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 EAST 4TH ST NO 314 | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLEY MILEK | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 5074546511 | PhoneNum |
| Signature | 2016-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNDA S RICKOFF | PreparerPersonNm |
| PTIN | P00612598 | PTIN |
| Phone | 5074523100 | PhoneNum |
| Preparation | 2016-07-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHELLEY MILEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 EAST 4TH ST NO 314 | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,018,657 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WINONACOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY: EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPHY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY; CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD; GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES; COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS; SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES; AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $588,234 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,179,531 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $60,945 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,895 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,560,922 | PYInvestmentIncomeAmt |
| CY Investment Income | $861,945 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,628 | PYOtherRevenueAmt |
| CY Other Revenue | $6,999 | CYOtherRevenueAmt |
| PY Total Revenue | $2,212,729 | PYTotalRevenueAmt |
| CY Total Revenue | $2,073,370 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $981,027 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $714,878 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $113,610 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $113,816 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,982 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $405,196 | PYOtherExpensesAmt |
| CY Other Expenses | $316,047 | CYOtherExpensesAmt |
| PY Total Expenses | $1,499,833 | PYTotalExpensesAmt |
| CY Total Expenses | $1,144,741 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $712,896 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $928,629 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,665,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,633,288 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,251,624 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,264,003 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,414,134 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,369,285 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY: EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPHY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY; CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD; GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES; COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS; SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES; AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $997,148 | ExpenseAmt |
| Grant | $714,878 | GrantAmt |
| Revenue | $28,567 | RevenueAmt |
| Desc | CONNECTING DONORS WITH CHARITABLE NEEDS THROUGH DILIGENT STEWARDING OF DONATIONS, WINONA COMMUNITY FOUNDATION CONTINUED TO FOSTER ITS MISSION IN 2015 WITH OVER 300 GRANTS DISBURSED. THE FOUNDATION CONTINUES TO GROW ITS CAPACITY TO NOT ONLY MANAGE AND ADMINISTER CHARITABLE DOLLARS, BUT ALSO PARTNER FUTURE GIFTS WITH NEW IDENTIFIED NEEDS, AS WELL AS BETTER ADVOCATE AND FACILITATE COMMUNITY CONVERSATIONS ON SUCH NEEDS TO ENSURE THE MOST IMPACT IN THE USE OF THESE CHARITABLE GIFTS. | Desc |
| Total Program Service Expenses | $997,148 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5074546511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 EAST 4TH ST NO 314 | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| RYAN PING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY DAVIS | ||||||
| CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BEAU VAN BEEK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN EDDY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN LAVINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE AMUNDSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLEY OLSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARRY WATTS | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM WYNN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHELLEY MILEK | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TEDD MORGAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOAN GRESHIK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKI DECKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED FLETCHER | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENI ARNOLD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $50,087 | $0 | $2,384 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $50,087 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,384 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $181,951 | FundraisingAmt |
| All Other Contributions | $997,580 | AllOtherContributionsAmt |
| Noncash Contributions | $540,402 | NoncashContributionsAmt |
| Total Contributions | $1,179,531 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FILM FESTIVAL | 713990 | $19,405 | $19,405 |
| ART TOUR | 711130 | $5,490 | $5,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,895 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $308,589 | TotalRevenueColumnAmt |
| Exclusion | $308,589 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,482,651 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,929,295 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $553,356 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $553,356 | TotalRevenueColumnAmt |
| Exclusion | $553,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,319 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $181,951 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $15,992 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,327 | TotalRevenueColumnAmt |
| Exclusion | $3,327 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,672 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,672 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,672 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,073,370 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,567 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $865,272 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,878 | TotalAmt |
| Program Services | $714,878 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,210 | TotalAmt |
| Program Services | $9,996 | ProgramServicesAmt |
| Management And General | $41,914 | ManagementAndGeneralAmt |
| Fundraising | $1,300 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,144 | TotalAmt |
| Program Services | $4,479 | ProgramServicesAmt |
| Management And General | $42,665 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,306 | TotalAmt |
| Program Services | $332 | ProgramServicesAmt |
| Management And General | $1,943 | ManagementAndGeneralAmt |
| Fundraising | $31 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515 | TotalAmt |
| Program Services | $75 | ProgramServicesAmt |
| Management And General | $434 | ManagementAndGeneralAmt |
| Fundraising | $6 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,641 | TotalAmt |
| Program Services | $1,534 | ProgramServicesAmt |
| Management And General | $8,969 | ManagementAndGeneralAmt |
| Fundraising | $138 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,346 | TotalAmt |
| Management And General | $25,346 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,361 | TotalAmt |
| Program Services | $41,361 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40 | TotalAmt |
| Program Services | $6 | ProgramServicesAmt |
| Management And General | $33 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,940 | TotalAmt |
| Management And General | $415 | ManagementAndGeneralAmt |
| Fundraising | $1,525 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858 | TotalAmt |
| Management And General | $858 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,668 | TotalAmt |
| Program Services | $1,530 | ProgramServicesAmt |
| Management And General | $7,977 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215 | TotalAmt |
| Management And General | $215 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355 | TotalAmt |
| Management And General | $355 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,164 | TotalAmt |
| Program Services | $3,406 | ProgramServicesAmt |
| Management And General | $743 | ManagementAndGeneralAmt |
| Fundraising | $15 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,738 | TotalAmt |
| Program Services | $433 | ProgramServicesAmt |
| Management And General | $2,259 | ManagementAndGeneralAmt |
| Fundraising | $46 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $218,602 | $218,602 | ||
| MEMBERSHIP DUES | $3,722 | $3,722 | ||
| PRINTING & PUBLICATIONS | $2,600 | $2,600 | ||
| INDIRECT COST OF SPECIA | $1,759 | $1,759 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,679 | TotalAmt |
| Program Services | $516 | ProgramServicesAmt |
| Management And General | $2,163 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,144,741 | TotalAmt |
| Program Services | $997,148 | ProgramServicesAmt |
| Management And General | $142,611 | ManagementAndGeneralAmt |
| Fundraising | $4,982 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,683 | BOYAmt |
| EOY | $894 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,897 | BOYAmt |
| EOY | $214,234 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,079 | BOYAmt |
| EOY | $3,541 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,843 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,992 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,015 | BOYAmt |
| EOY | $2,851 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,004,259 | BOYAmt |
| EOY | $10,370,299 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,194,825 | BOYAmt |
| EOY | $2,041,469 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,665,758 | BOYAmt |
| EOY | $12,633,288 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,325 | BOYAmt |
| EOY | $24,772 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,631 | BOYAmt |
| EOY | $3,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,212,668 | BOYAmt |
| EOY | $2,236,231 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,251,624 | BOYAmt |
| EOY | $2,264,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,826,813 | BOYAmt |
| EOY | $4,248,529 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,252,933 | BOYAmt |
| EOY | $4,785,601 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,334,388 | BOYAmt |
| EOY | $1,335,155 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,414,134 | BOYAmt |
| EOY | $10,369,285 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,665,758 | BOYAmt |
| EOY | $12,633,288 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $928,629 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$957,696 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$15,782 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $536,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,249,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,495,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $588,234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,179,531 | CurrentTaxYearAmt |
| Total | $5,049,262 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $536,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,249,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,495,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $588,234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,179,531 | CurrentTaxYearAmt |
| Total | $5,049,262 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $880,613 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,168,649 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $308,589 | CurrentTaxYearAmt |
| Total | $1,012,430 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $10,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,327 | CurrentTaxYearAmt |
| Total | $13,995 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,672 | CurrentTaxYearAmt |
| Total | $24,439 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,100,126 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $309,480 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 47 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $773,076 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $441,740 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,950,527 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,203,881 | BeginningYearBalanceAmt |
| Contributions | $767 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,495 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $94,327 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,094,826 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,203,689 | BeginningYearBalanceAmt |
| Contributions | $2,860 | ContributionsAmt |
| Investment Earnings Or Losses | $90,666 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $93,334 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,203,881 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,718,274 | BeginningYearBalanceAmt |
| Contributions | $296,091 | ContributionsAmt |
| Investment Earnings Or Losses | $246,944 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $57,620 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,203,689 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,551,250 | BeginningYearBalanceAmt |
| Contributions | $3,493 | ContributionsAmt |
| Investment Earnings Or Losses | $166,662 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,100 | OtherExpendituresAmt |
| Administrative Expenses | $31 | AdministrativeExpensesAmt |
| End Year Balance | $1,718,274 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,507,895 | BeginningYearBalanceAmt |
| Contributions | $25,124 | ContributionsAmt |
| Investment Earnings Or Losses | $18,731 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $500 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,551,250 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.63700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,843 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,992 | DepreciationAmt |
| Book Value | $2,851 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,851 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DFA INVT DIMENSIONS GRP INTL CORE EQUITY | $872,209 | F |
| DFA INVT DIMENSIONS GRP INUS CORE EQUITY | $1,169,260 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,041,469 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUNDS | Desc |
| Amt | $2,236,231 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,236,231 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,099,892 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$957,696 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$15,782 | OtherRevenueAmt |
| Revenue Not Reported | -$973,478 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,073,370 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,073,370 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,144,741 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,144,741 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,144,741 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INCOME FROM ENDOWMENT FUNDS ARE TO BE USED FOR DONOR-DESIGNATED PURPOSES OR FOR CHARITABLE PURPOSES AS DETERMINED BY THE BOARD OF DIRECTORS WHEN THERE IS NO DONOR RESTRICTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -15,782. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER | Event1Nm |
| Gross Receipts Event1 | $27,869 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $16,835 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,034 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $1,627 | FoodAndBeverageEvent1Amt |
| Event2 | ROAD RACE | Event2Nm |
| Gross Receipts Event2 | $168,211 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $165,116 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,095 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $3,750 | CashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $8,770 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,190 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,190 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $952 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $893 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $201,270 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $181,951 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,319 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,750 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $2,579 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,663 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,992 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $3,327 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| GREAT RIVER SHAKESPEARE FESTIVAL | |||||||
| 79 E 3RD ST | WINONA | MN | 55987 | 010765907 | 501(C)(3) | $47,800 | SUPPORT FOR THE PERFORMANCES |
| COTTER HIGH SCHOOL AND JUNIOR HIGH SCHOOL | |||||||
| 1115 W BROADWAY | WINONA | MN | 55987 | 411653997 | 501(C)(3) | $36,712 | GENERAL SUPPORT |
| ADVENTURES IN MISSIONS INC | |||||||
| 6000 WELLSPRING TRAIL | GAINESVILLE | GA | 30506 | 650133113 | 501(C)(3) | $5,054 | GENERAL SUPPORT |
| CATHOLIC FOUNDATION OF SOUTHERN MN | |||||||
| 55 W SANBORN STREET | WINONA | MN | 55987 | 411691198 | 501(C)(3) | $22,450 | GENERAL SUPPORT |
| WINONA AREA PUBLIC SCHOOLS | |||||||
| 901 GILMORE AVE | WINONA | MN | 55987 | 416004759 | GOVERNMENT | $30,610 | GENERAL SUPPORT |
| FAMILY AND CHILDRENS CENTER | |||||||
| 1707 MAIN ST | LACROSSE | WI | 54601 | 390821863 | 501(C)(3) | $5,950 | GENERAL SUPPORT |
| CITY OF WINONA | |||||||
| 207 LAFAYETTE | WINONA | MN | 55987 | 416005651 | GOVERNMENT | $50,000 | GENERAL SUPPORT, LIBRARY & MUNICIPAL BAND |
| WINONA FAMILY YMCA | |||||||
| 207 WINONA ST | WINONA | MN | 55987 | 410693890 | 501(C)(3) | $7,650 | GENERAL SUPPORT |
| WINONA COUNTY DEVELOPMENTAL ACHIEVEMENT CENTER | |||||||
| 1721 WEST SERVICE DRIVE | WINONA | MN | 55987 | 410871492 | 501(C)(3) | $13,700 | GENERAL SUPPORT & BUILDING ADDITION |
| DAYSTAR US INC | |||||||
| 8011 34TH AVE SO C50 | BLOOMINGTON | MN | 55425 | 953732280 | 501(C)(3) | $5,000 | ATHI CAMPUS WATER PROJECT |
| IMMACULATE HEART OF MARY SEMINARY | |||||||
| 750 TERRACE HEIGHTS | WINONA | MN | 55987 | 410773780 | 501(C)(3) | $5,500 | GENERAL SUPPORT |
| NORTH LIBERTY COMMUNITY PANTRY | |||||||
| 89 NORTH JONES BLVD | NORTH LIBERTY | IA | 52317 | 421233284 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| RIDGEWAY COMMUNITY ASSOCIATION | |||||||
| 35564 COUNTY RD 12 | HOUSTON | MN | 55943 | 342054700 | 501(C)(3) | $5,250 | GENERAL SUPPORT |
| AMERICAN RED CROSS-WINONA COUNTY CHAPTER | |||||||
| 1660 KRAEMER DR | WINONA | MN | 55987 | 410734755 | 501(C)(3) | $6,307 | EMERGENCY ASSISTANCE |
| HOPE LUTHERAN HIGH SCHOOL | |||||||
| 253 LIBERTY STREET | WINONA | MN | 55987 | 611451450 | 501(C)(3) | $8,095 | GENERAL SUPPORT |
| CATHOLIC CHARITIES - WINONA DIOCESE | |||||||
| PO BOX 379 | WINONA | MN | 55987 | 410721636 | 501(C)(3) | $31,654 | GENERAL SUPPORT & EMERGENCY ASSISTANCE |
| SAINT MARY'S UNIVERSITY OF MINNESOTA | |||||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | 410695527 | 501(C)(3) | $112,000 | GENERAL SUPPORT, BUILDING FUND, SKI TRAIL |
| FINE ARTISTS OF SOUTHEAST MINNESOTA INC | |||||||
| 623 E 5TH ST | WINONA | MN | 55967 | 300506092 | 501(C)(3) | $9,500 | FILM PRODUCTION |
| HOME & COMMUNITY OPTIONS | |||||||
| 66 E 3RD ST | WINONA | MN | 55987 | 411278194 | 501(C)(3) | $12,450 | GENERAL SUPPORT |
| BLUFF COUNTY FAMILY RESOURCES | |||||||
| 114 MAIN ST | HOKAH | MN | 55941 | 411502808 | 501(C)(3) | $11,599 | EMERGENCY ASSISTANCE |
| EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY | |||||||
| 200 ST PAUL ST | PRESTON | MN | 55965 | 450228055 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| SEMCAC | |||||||
| 204 E ELM ST | RUSHFORD | MN | 55971 | 410907135 | 501(C)(3) | $9,871 | EMERGENCY ASSISTANCE |
| WINONA ORC INDUSTRIES INC | |||||||
| 1053 E MARK ST | WINONA | MN | 55987 | 411225014 | 501(C)(3) | $8,934 | GENERAL SUPPORT |
| WINONA VOLUNTEER SERVICES | |||||||
| 416 E 2ND ST | WINONA | MN | 55987 | 237376207 | 501(C)(3) | $72,818 | GENERAL SUPPORT & EMERGENCY ASSISTANCE |
| WOMEN'S RESOURCE CENTER OF WINONA | |||||||
| 77 E 5TH ST | WINONA | MN | 55987 | 411356358 | 501(C)(3) | $12,920 | EMERGENCY ASSISTANCE |
| ST MARY'S CATHOLIC CHURCH | |||||||
| 1315 W BROADWAY | WINONA | MN | 55987 | 411559427 | 501(C)(3) | $32,000 | GENERAL SUPPORT & CAPITAL IMPROVEMENTS |
| CATHOLIC SCHOOLS FOUNDATION | |||||||
| 1115 W BROADWAY | WINONA | MN | 55987 | 411564670 | 501(C)(3) | $11,500 | GENERAL SUPPORT |
| MINNESOTA BEETHOVEN FESTIVAL | |||||||
| 580 E FRONT ST | WINONA | MN | 55987 | 263451875 | 501(C)(3) | $7,000 | FINE ARTS |
| BIG BROTHERSBIG SISTERS | |||||||
| 1707 MAIN ST STE 438 | LACROSSE | WI | 54601 | 391762460 | 501(C)(3) | $5,300 | GENERAL SUPPORT |
| HABITAT FOR HUMANITY | |||||||
| 161 LAFAYETTE ST | WINONA | MN | 55987 | 411755549 | 501(C)(3) | $11,500 | GENERAL SUPPORT |
| WINONA HEALTH FOUNDATION | |||||||
| 855 MANKATO AVE | WINONA | MN | 55987 | 411879744 | 501(C)(3) | $9,150 | GENERAL SUPPORT |
| ST MATTHEWS LUTHERAN SCHOOL | |||||||
| 756 W WABASHA ST | WINONA | MN | 55987 | 410705878 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| SOUTHEAST MINNESOTA RURAL EDUCATION AND RESOURCE CENTER | |||||||
| 106 E 11TH ST | ST CHARLES | MN | 55972 | 411603419 | 501(C)(3) | $17,465 | EMERGANCY ASSISTANCE |
| SERVING OUR NEIGHBORS MINISTRIES | |||||||
| 4567 COOLBROOK DR | HILLIARD | OH | 43026 | 264449380 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| FIRST BAPTIST CHURCH | |||||||
| 368 W BROADWAY | WINONA | MN | 55987 | 237451181 | 501(C)(3) | $7,195 | ORGAN RESTORATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 35 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE STAFF REVIEW GRANT REQUESTS FROM DONOR ADVISED FUNDS AND OBTAIN VERIFICATION OF THE GRANTEES 501(C)(3) STATUS. THE REQUESTS ARE THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER GRANT REQUESTS FROM ELIGIBLE 501(C)(3) ENTITIES ARE REVIEWED BY THE GRANT COMMITTEE, WHO THEN SUBMITS SELECTED GRANTS TO THE BOARD OF DIRECTORS FOR APPROVAL. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| FOUNDATION FOR WINONA AREA PUBLIC SCHOOLS | |||
| VICE CHAIR IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION | $4,500 | GRANT | GENERAL SUPPORT |
| GREAT RIVER SHAKESPEARE FESTIVAL | |||
| A DIRECTOR IS THE EXECUTIVE DIRECTOR OF THEIS ORGANIZATION | $47,800 | GRANT | GENERAL SUPPORT |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $540,402 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVE HI/LOW ON DATE GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE 990 PRIOR TO ITS FILING AT THEIR JULY 2016 MEETING |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EVERY PERSON COVERED BY THE POLICY SUBMITS IN WRITING TO THE EXECUTIVE DIRECTOR A CONFLICT OF INTEREST/DISCLOSURE STATEMENT LISTING ALL FINANCIAL AND CONFLICTING INTERESTS. THE CHAIRPERSON OF THE BOARD SHALL BECOME FAMILIAR WITH ALL SUCH DISCLOSURE STATEMENTS IN CASE A CONFLICT ARISES. THE VICE CHAIR SHALL BE FAMILIAR WITH THE DISCLOSURE STATEMENT FILED BY THE BOARD CHAIR. THE INTERESTED PERSON SHALL ABSTAIN FROM VOTING ON ANY MATTERS THAT GIVE RISE TO A POTENTIAL CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | A COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND REVIEWS COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE ON OTHER WEBSITES. FORM 1023 AND 990 ARE ON FILE AND AVAILABLE FOR VIEWING UPON REQUEST AT OUR BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE ON FILE AT OUR BUSINESS OFFICE AND ARE AVAILABLE FOR VIEWING UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -15,782. |
| FORM 990 PART XI LINE 2C | THE FINANCE/AUDIT COMMITTEE MEETS WITH THE AUDITOR AFTER COMPLETION OF THE AUDIT. THE COMMITTEE REVIEWS AND RECOMMENDS APPROVAL OF THE AUDIT TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE SELECTION OF THE AUDITOR AND THE FINAL AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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