FARGO-MOORHEAD AREA FOUNDATION CORPORATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FARGO-MOORHEAD AREA FOUNDATION CORPORATION (EIN 45-6010377)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2016-04-18
- IRS object ID
- 201601099349300925
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-18T15:39:30-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450334950 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIDMER ROEL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 18TH AVE S SUITE 101 | AddressLine1Txt |
| City | FARGO | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 581037414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456010377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARGO-MOORHEAD AREA FOUNDATION CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FARG | BusinessNameControlTxt |
| Phone | 7012340756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 7TH STREET SOUTH | AddressLine1Txt |
| City | FARGO | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY BEATON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7012340756 | PhoneNum |
| Signature | 2016-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACEE S BUETHNER CPA | PreparerPersonNm |
| PTIN | P01292877 | PTIN |
| Phone | 7012376022 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | TIMOTHY BEATON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 7TH STREET SOUTH | AddressLine1Txt |
| City | FARGO | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,098,459 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AREAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | ND | LegalDomicileStateCd |
| Activity Or Mission | TO ENRICH THE QUALITY OF LIFE OF THE PEOPLE OF THIS AREA BY: ENCOURAGING PHILANTHROPY, ASSESSING AND RESPONDING TO COMMUNITY NEEDS, PROVIDING FLEXIBILITY FOR DONORS WITH VARIED INTEREST AND GIVING CAPACITIES AND SERVING AS A RESOURCE AND A CATALYST FOR OTHER ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,346,108 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,227,719 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,471,556 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,878,719 | CYInvestmentIncomeAmt |
| PY Other Revenue | $347,896 | PYOtherRevenueAmt |
| CY Other Revenue | $388,630 | CYOtherRevenueAmt |
| PY Total Revenue | $11,165,560 | PYTotalRevenueAmt |
| CY Total Revenue | $6,495,068 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,359,699 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,169,494 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $381,796 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $515,366 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $33,060 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $897,668 | PYOtherExpensesAmt |
| CY Other Expenses | $918,932 | CYOtherExpensesAmt |
| PY Total Expenses | $2,639,163 | PYTotalExpensesAmt |
| CY Total Expenses | $3,603,792 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,526,397 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,891,276 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,713,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,310,420 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,515,415 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,496,482 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,197,782 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,813,938 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENRICH THE QUALITY OF LIFE OF THE PEOPLE OF THIS AREA BY: ENCOURAGING PHILANTHROPY, ASSESSING AND RESPONDING TO COMMUNITY NEEDS, PROVIDING FLEXIBILITY FOR DONORS WITH VARIED INTEREST AND GIVING CAPACITIES AND SERVING AS A RESOURCE AND A CATALYST FOR OTHER ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,982,195 | ExpenseAmt |
| Grant | $2,169,494 | GrantAmt |
| Desc | THE FOUNDATION IS A COMMUNITY TRUST THAT ADMINISTERS OVER 200 CHARITABLE FUNDS. THESE FUNDS ARE CREATED BY CONTRIBUTIONS FROM THE GENERAL PUBLIC. GRANTS WERE AWARDED IN PROGRAMS IN THE AREAS OF ART - 12%, CIVIC - 22%, EDUCATION - 29%, HUMAN SERVICE - 29%, HEALTH - 5%, AND YOUTH - 3%. THESE GRANTS AND SCHOLARSHIPS WERE MADE POSSIBLE FROM THE FOLLOWING TYPES OF FUNDS: DONOR ADVISED - 37%, DESIGNATED - 27%, FIELD OF INTEREST - 1%, AGENCY 5%, SCHOLARSHIP - 15%, AND DISCRETIONARY - 15%. | Desc |
| Total Program Service Expenses | $2,982,195 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7012340756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 7TH STREET SOUTH | AddressLine1Txt |
| City | FARGO | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|
| CAROL SCHLOSSMAN | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MORRIE LANNING | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOAN JUSTESEN | |||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DORWIN MARQUARDT | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAINE BRANTNER | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| COREY ELMER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM DAWSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE FURNESS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS JEFFERSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL JORGENSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW MOHR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA VATNSDAL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN JOHNSON-DRENTH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL JORDHEIM | |||||||
| TRUSTEE REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BANK OF THE WEST | |||||||
| INSTITUTIONAL TRUSTEE | 0.00 | $0 | $0 | $73,620 | Yes (X) | ||
| WELLS FARGO | |||||||
| INSTITUTIONAL TRUSTEE | 0.00 | $0 | $0 | $62,387 | Yes (X) | ||
| BELL STATE BANK & TRUST | |||||||
| INSTITUTIONAL TRUSTEE | 0.00 | $0 | $0 | $16,351 | Yes (X) | ||
| BREMER | |||||||
| INSTITUTIONAL TRUSTEE | 0.00 | $0 | $0 | $14,364 | Yes (X) | ||
| HEARTLAND TRUST | |||||||
| INSTITUTIONAL TRUSTEE | 0.00 | $0 | $0 | $41,718 | Yes (X) | ||
| ALERUS | |||||||
| INSTITUTIONAL TRUSTEE | 0.00 | $0 | $0 | $18,865 | Yes (X) | ||
| US BANK | |||||||
| INSTITUTIONAL TRUSTEE | 0.00 | $0 | $0 | $121,331 | Yes (X) | ||
| TIMOTHY BEATON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $107,460 | $0 | $2,845 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $107,460 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $351,481 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,227,719 | AllOtherContributionsAmt |
| Noncash Contributions | $159,351 | NoncashContributionsAmt |
| Total Contributions | $2,227,719 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,367,031 | TotalRevenueColumnAmt |
| Exclusion | $1,367,031 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $370,437 | TotalRevenueColumnAmt |
| Exclusion | $370,437 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,110,472 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,598,784 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,511,688 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,511,688 | TotalRevenueColumnAmt |
| Exclusion | $2,511,688 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,800 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $4,607 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,193 | TotalRevenueColumnAmt |
| Exclusion | $18,193 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,495,068 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,267,349 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,943,416 | TotalAmt |
| Program Services | $1,943,416 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,078 | TotalAmt |
| Program Services | $226,078 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,305 | TotalAmt |
| Management And General | $110,305 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,722 | TotalAmt |
| Program Services | $86,661 | ProgramServicesAmt |
| Management And General | $203,549 | ManagementAndGeneralAmt |
| Fundraising | $22,512 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,708 | TotalAmt |
| Program Services | $2,877 | ProgramServicesAmt |
| Management And General | $10,146 | ManagementAndGeneralAmt |
| Fundraising | $685 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,340 | TotalAmt |
| Program Services | $7,225 | ProgramServicesAmt |
| Management And General | $36,798 | ManagementAndGeneralAmt |
| Fundraising | $2,317 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,291 | TotalAmt |
| Program Services | $6,630 | ProgramServicesAmt |
| Management And General | $23,939 | ManagementAndGeneralAmt |
| Fundraising | $1,722 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $909 | TotalAmt |
| Program Services | -$1,266 | ProgramServicesAmt |
| Management And General | $2,175 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,228 | TotalAmt |
| Management And General | $27,228 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,327 | TotalAmt |
| Program Services | $350,327 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950 | TotalAmt |
| Management And General | $950 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,137 | TotalAmt |
| Program Services | $1,904 | ProgramServicesAmt |
| Management And General | $34,233 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,639 | TotalAmt |
| Management And General | $28,639 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,968 | TotalAmt |
| Management And General | $22,968 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,538 | TotalAmt |
| Management And General | $28,538 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,111 | TotalAmt |
| Management And General | $1,111 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,277 | TotalAmt |
| Management And General | $39,277 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,961 | TotalAmt |
| Management And General | $5,961 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,444 | TotalAmt |
| Management And General | $4,444 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISC INVESTMENT EXPENSE | $357,410 | $357,410 | ||
| MISCELLANEOUS | $8,277 | $1 | $8,276 | |
| DEVELOPMENT | $5,824 | $5,824 | ||
| WF BREMER | $932 | $932 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,603,792 | TotalAmt |
| Program Services | $2,982,195 | ProgramServicesAmt |
| Management And General | $588,537 | ManagementAndGeneralAmt |
| Fundraising | $33,060 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,534 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,858,567 | BOYAmt |
| EOY | $2,726,045 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,642 | BOYAmt |
| EOY | $4,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153 | BOYAmt |
| EOY | $59 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $611,167 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $118,182 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,840 | BOYAmt |
| EOY | $492,985 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,666,989 | BOYAmt |
| EOY | $56,651,377 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,039,580 | BOYAmt |
| EOY | $6,586,929 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $827,426 | BOYAmt |
| EOY | $840,491 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,713,197 | BOYAmt |
| EOY | $67,310,420 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,796 | BOYAmt |
| EOY | $15,114 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,991 | BOYAmt |
| EOY | $44,663 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,455,628 | BOYAmt |
| EOY | $1,436,705 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,515,415 | BOYAmt |
| EOY | $1,496,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,223,812 | BOYAmt |
| EOY | $63,865,916 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,973,970 | BOYAmt |
| EOY | $1,948,022 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,197,782 | BOYAmt |
| EOY | $65,813,938 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,713,197 | BOYAmt |
| EOY | $67,310,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,891,276 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,275,120 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $3,468,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,329,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,471,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,361,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,222,719 | CurrentTaxYearAmt |
| Total | $16,854,074 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,468,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,329,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,471,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,361,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,222,719 | CurrentTaxYearAmt |
| Total | $16,854,074 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,957,821 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,896,253 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,399,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,238,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,396,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,773,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,249,156 | CurrentTaxYearAmt |
| Total | $15,057,872 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $20,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,495 | CurrentTaxYearMinus1YearAmt |
| Total | $50,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,962,743 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,345 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.37220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45580 | 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 | 67 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $956,665 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,121,159 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $25,978,727 | 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 | $62,681,293 | BeginningYearBalanceAmt |
| Contributions | $1,672,170 | ContributionsAmt |
| Grants Or Scholarships | $2,169,180 | GrantsOrScholarshipsAmt |
| Other Expenditures | $58,446 | OtherExpendituresAmt |
| Administrative Expenses | $671,988 | AdministrativeExpensesAmt |
| End Year Balance | $64,348,219 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,790,342 | BeginningYearBalanceAmt |
| Contributions | $4,918,961 | ContributionsAmt |
| Investment Earnings Or Losses | $6,915,396 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,377,557 | GrantsOrScholarshipsAmt |
| Other Expenditures | $50,752 | OtherExpendituresAmt |
| Administrative Expenses | $515,097 | AdministrativeExpensesAmt |
| End Year Balance | $62,681,293 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,329,689 | BeginningYearBalanceAmt |
| Contributions | $2,315,460 | ContributionsAmt |
| Investment Earnings Or Losses | $4,797,681 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,133,282 | GrantsOrScholarshipsAmt |
| Other Expenditures | $46,178 | OtherExpendituresAmt |
| Administrative Expenses | $473,028 | AdministrativeExpensesAmt |
| End Year Balance | $52,790,342 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,680,633 | BeginningYearBalanceAmt |
| Contributions | $3,345,687 | ContributionsAmt |
| Investment Earnings Or Losses | $660,948 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,843,262 | GrantsOrScholarshipsAmt |
| Other Expenditures | $25,432 | OtherExpendituresAmt |
| Administrative Expenses | $488,885 | AdministrativeExpensesAmt |
| End Year Balance | $48,329,689 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,403,411 | BeginningYearBalanceAmt |
| Contributions | $3,473,494 | ContributionsAmt |
| Investment Earnings Or Losses | $4,875,434 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,337,728 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,349 | OtherExpendituresAmt |
| Administrative Expenses | $715,629 | AdministrativeExpensesAmt |
| End Year Balance | $46,680,633 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,000 | OtherCostOrOtherBasisAmt |
| Book Value | $84,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $391,520 | OtherCostOrOtherBasisAmt |
| Book Value | $391,520 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $118,182 | DepreciationAmt |
| Book Value | $17,465 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $492,985 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DONATED LIFE INSURANCE POLICIES | $859,494 | C |
| PROMISSORY NOTES | $5,727,435 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,586,929 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD AS AGENCY ENDOWMENTS | Desc |
| Amt | $1,436,705 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,436,705 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | AS A COMMUNITY FOUNDATION THE ENDOWMENT FUNDS ARE DISTRIBUTED PER THE INTENT OF THE FUND AGREEMENT. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM PAYMENT OF FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ELM FAMILY FOUNDATION AND THE WILLIAM C. AND JANE B. MARCIL FAMILY FOUNDATION ALSO ARE EXEMPT FROM PAYMENT OF FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS REQUIRED TO RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS PROBABLE THAT A LOSS HAS BEEN INCURRED AND THE AMOUNT CAN BE REASONABLE ESTIMATED. AS OF DECEMBER 31, 2014 AND 2013, NO SUCH LIABILITY EXISTED. MANAGEMENT WILL CONTINUALLY EVALUATE EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2011. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOMEN'S FUND BREAKFAST | Event1Nm |
| Gross Receipts Event1 | $22,800 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $22,800 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $3,580 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,027 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $22,800 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $22,800 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $3,580 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,027 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,607 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,193 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN SOUL AMERICAN HEART | ||||||||
| 300 NP AVENUE SUITE 308 | FARGO | ND | 58102 | 262221116 | 501(C)3 | $5,000 | GENERAL OP. | |
| ANNE CARLSEN CENTER | ||||||||
| 301 7TH AVE NW | JAMESTOWN | ND | 58401 | 260667506 | 501(C)3 | $6,885 | OP SUPPORT | |
| CASS COUNTY HIST SOCIETY | ||||||||
| PO BOX 719 | WEST FARGO | ND | 58078 | 450306858 | 501(C)3 | $11,507 | COSTS DIRECTLY ASSOCIATED WITH THE RAER PRESSED G1 | |
| AUDUBON DAKOTA | ||||||||
| 118 BROADWAY STE 512 | FARGO | ND | 58102 | $15,000 | GENERAL OP. | |||
| CONCORDIA LANGUAGE VILLAGES | ||||||||
| 901 S 8TH ST | MOORHEAD | MN | 56562 | 410693977 | 501(C)3 | $7,607 | BENEFIT STUDENTS ATTENDING CONCORDIA | |
| CCRI | ||||||||
| 2903 15 TH ST S | MOORHEAD | MN | 56560 | 411294489 | 501(C)3 | $5,000 | GENERAL SUPPORT | |
| DAKOTA BOYS AND GIRLS RANCH | ||||||||
| BOX 5007 | MINOT | ND | 58702 | 450333670 | 501(C)3 | $9,388 | GENERAL SUPPORT | |
| CITY OF DETROIT LAKES | ||||||||
| 1025 ROOSEVELT AVENUE | DETROIT LAKES | MN | 56501 | 416005098 | $10,000 | GENERAL SUPPORT | ||
| FARGO-MOORHEAD SYMPHONY ORCHESTRA | ||||||||
| 808 3RD AVE S STE 300 | FARGO | ND | 58102 | 450275135 | 501(C)3 | $82,386 | GENERAL SUP. | |
| FARM RESCUE | ||||||||
| PO BOX 1100 | JAMESTOWN | ND | 58402 | 753174053 | 501(C)3 | $11,650 | ANNUAL SUP. | |
| FIRST PRESBYTERIAN CHURCH OF FARGO | ||||||||
| 650 2ND AVE N | FARGO | ND | 58102 | 450226475 | $20,000 | GENERAL OP. | ||
| FM COMMUNITY THEATRE | ||||||||
| 333 4TH ST S | FARGO | ND | 58103 | 450233312 | 501(C)3 | $15,980 | GENERAL OP. | |
| FOOD BANK OF NORTHERN NEVADA | ||||||||
| 550 ITALY DR | MCCARRAN | NV | 89434 | 942924979 | 501(C)3 | $25,000 | ANNUAL SUPPORT | |
| GUEST HOUSE | ||||||||
| 1601 JOSLYN RD BOX 420 | LAKE ORION | MI | 58361 | 381557146 | 501(C)3 | $5,420 | GENERAL SUP. | |
| HOME ON THE RANGE FOR BOYS | ||||||||
| 16351 I-94 | SENTINEL BUTTE | ND | 58654 | 450230083 | 501(C)3 | $9,388 | GENERAL SUP. | |
| HUMANE SOCIETY OF POLK CO | ||||||||
| 720 E ROBERT | CROOKSTON | MN | 56716 | 411433622 | 501(C)3 | $5,625 | GENERAL SUP. | |
| HUMANE SOCIETY OF THE LAKES | ||||||||
| 19662 US HWY 59 | DETROIT LAKES | MN | 56501 | 411651603 | 501(C)3 | $5,625 | CARE OF ANIMALS | |
| LUTHERAN SOCIAL SERVICES OF NORTH DAKOTA | ||||||||
| 3911 20TH AVE S | FARGO | ND | 58107 | 262358686 | 501(C)3 | $14,136 | FOOD BANK PROJECTS | |
| MAYVILLE STATE UNIVERSITY FOUNDATION | ||||||||
| 330 3RD STREET NE | MAYVILLE | ND | 58527 | 456013477 | $25,000 | GENERAL SUP. | ||
| MORAVIAN CHURCH | ||||||||
| PO BOX 336 | LEONARD | ND | 58052 | 237334419 | 501(C)3 | $16,370 | ANNUAL DESIGNATED DISTRIBUTION | |
| NEVADA HUMANE SOCIETY | ||||||||
| 2825 LONGLEY LAND SUITE B | RENO | NV | 89502 | 880072720 | 501(C)3 | $25,000 | ANNUAL SUP. | |
| PEACE LUTHERAN CHURCH | ||||||||
| 1011 12TH AVE N | FARGO | ND | 58102 | 450261730 | 501(C)3 | $5,255 | GENERAL SUP. | |
| PLAINS ART MUSEUM | ||||||||
| PO BOX 2338 | FARGO | ND | 58108 | 411260780 | 501(C)3 | $14,167 | GENERAL OP. | |
| SANFORD CHILDREN'S HOSP | ||||||||
| 720 4TH ST N | FARGO | ND | 58122 | 450226909 | 501(C)3 | $8,580 | ANNUAL SUP. | |
| SANFORD FOUNDATION | ||||||||
| 720 NORTH FOURTH STREET | FARGO | ND | 58122 | 450398104 | 501(C)3 | $5,000 | GENERAL OP. | |
| TEMPLE BETH EL | ||||||||
| 809 11TH AVE S | FARGO | ND | 58103 | 456011866 | 501(C)3 | $10,385 | ANNUAL DISTRIBUTION - RABBINIC PRESENCE | |
| TROON CC FOUNDATION | ||||||||
| 25000 N WINDY WALK DR | SCOTTSDALE | AZ | 85255 | 208691465 | 501(C)3 | $10,000 | SCHOLARSHIPS | |
| UNITED WAY OF CASS CLAY | ||||||||
| 219 7TH ST S | FARGO | ND | 58103 | 410810008 | 501(C)3 | $25,000 | GENERAL SUP | |
| VILLAGE FAMILY SERVICE | ||||||||
| PO BOX 9859 | FARGO | ND | 58106 | 450226423 | 501(C)3 | $71,874 | GENERAL SUP. | |
| NDSU | ||||||||
| PO BOX 6050 | FARGO | ND | 58108 | 237120898 | 501(C)3 | $50,525 | SCHOLARSHIP | |
| FAITH LUTHERAN HIGH SCHOOL | ||||||||
| 2015 SOUTH HUALAPAI | LAS VEGAS | NV | 89117 | 942581397 | $145,000 | GENERAL OP. | ||
| FMAF | ||||||||
| 502 1ST AVENUE NORTH SUITE 202 | FARGO | ND | 58102 | 456010377 | 501(C)3 | $50,549 | GENERAL OP. | |
| CLAY COUNTY PUBLIC HEALTH | ||||||||
| 715 N 11TH ST 303 | MOORHEAD | MN | 56560 | $5,000 | GENERAL OP. | |||
| DETROIT MOUNTAIN RECREATION AREA | ||||||||
| PO BOX 1039 | DETROIT LAKES | MN | 56502 | 272089583 | 501(C)3 | $10,000 | GENERAL OP. | |
| FARGO MOORHEAD NATIVE AMERICAN CENTER | ||||||||
| 109 9TH STREET S | FARGO | ND | 58107 | 461234772 | 501(C)3 | $5,000 | GENERAL OP. | |
| LEGAL SERVICES OF NW MN | ||||||||
| 1015 7TTH AVE N PO BOX 838 | MOORHEAD | MN | 56560 | 411291705 | 501(C)3 | $5,000 | GENERAL | |
| NDSU TEAM MAKERS | ||||||||
| PO BOX 6050 | FARGO | ND | 58108 | 456014085 | 501(C)3 | $8,260 | GENERAL | |
| UC DAVIS FOUNDATION - SCHOOL OF VET | ||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | 966081352 | $7,500 | ANNUAL SUPPORT | ||
| UNIVERSITY OF MARY - BISMARCK | ||||||||
| 7500 UNIVERSITY DR | BISMARCK | ND | 58504 | 450273403 | 501(C)3 | $50,000 | GENERAL OP | |
| UNIVERSITY OF NEVADA RENO FOUNDATION | ||||||||
| MORRILL HALL ALUMNI CENTER UNR MAIL | RENO | NV | 89557 | 942781749 | 501(C)3 | $7,500 | ANNUAL SUPPORT | STOP 0007 |
| AMERICAN HERITAGE ACADEMY | ||||||||
| 6126 SOUTH SANDHILL ROAD | LAS VEGAS | NV | 89120 | 272117689 | 501(C)3 | $22,000 | GENERAL OP | |
| FARGO PUBLIC SCHOOLS DEVELOPMENT FOUNDATION | ||||||||
| 1305 9TH AVENUE S | FARGO | ND | 58103 | 311733797 | 501(C)3 | $5,000 | GENERAL OP. | |
| FARGO PUBLIC SCHOOLS | ||||||||
| 415 4TH ST N | FARGO | ND | 58203 | 456000294 | $12,000 | GENERAL OP. | ||
| FM COALITION FOR HOMELESS PERSONS INC | ||||||||
| PO BOX 5653 | FARGO | ND | 58105 | 412198589 | 501(C)3 | $5,000 | GENERAL OP. | |
| GREAT RIDES FARGO | ||||||||
| 425 BROADWAY NORTH | FARGO | ND | 58102 | 461849025 | 501(C)3 | $15,000 | GENERAL OP. | |
| HEALTHCARE EQUIPMENT RECYCLING ORGANIZATION | ||||||||
| 5012 53RD ST S SUITE C | FARGO | ND | 58104 | 450457109 | 501(C)3 | $5,000 | GENERAL OP. | |
| HISTORICAL AND CULTURAL SOCIETY OF CLAY COUNTY | ||||||||
| PO BOX 157 | MOORHEAD | MN | 56560 | 416038553 | 501(C)3 | $10,000 | GENERAL OP. | |
| HOSPICE OF THE RED RIVER VALLEY | ||||||||
| 1701 38TH ST SW STE 201 | MOORHEAD | MN | 56560 | 450349152 | 501(C)3 | $5,000 | GENERAL OP. | |
| JEREMIAH PROGRAM | ||||||||
| PO BOX 7430 | FARGO | ND | 58106 | $5,890 | GENERAL OP. | |||
| KURDISH COMMUNITY OF AMERICA | ||||||||
| 819 30TH AVE S SUITE 207 | MOORHEAD | MN | 56560 | 270861227 | $15,000 | GENERAL OP. | ||
| PRAIRIE ROOTS FOOD COOPERATIVE | ||||||||
| PO BOX 5434 | FARGO | ND | 58105 | $15,000 | GENERAL OP. | |||
| RAPE & ABUSE CRISIS CENTER | ||||||||
| PO BOX 2984 | FARGO | ND | 58108 | 411310289 | 501(C)3 | $15,000 | GENERAL OP. | |
| RED RIVER ZOOLOGICAL SOCIETY | ||||||||
| 4255 23RD AVE S | FARGO | ND | 58104 | 363938878 | 501(C)3 | $20,000 | GENERAL OP. | |
| RURAL MINNESOTA CEP INC | ||||||||
| 715 NORTH 11TH STREET | MOORHEAD | MN | 56560 | 410942639 | 501(C)3 | $6,000 | GENERAL OP. | |
| SHEYENNE VALLEY COMMUNITY FOUNDATION | ||||||||
| 250 WEST MAIN - PO BOX 724 | VALLEY CITY | ND | 58072 | 464371645 | 501(C)3 | $50,145 | GENERAL OP. | |
| STANFORD GRADUATE SCHOOL OF BUSINESS | ||||||||
| 518 MEMORIAL WAY ROOM S235 | SANFORD | CA | 94305 | 946104126 | 501(C)3 | $25,000 | GENERAL OP. | |
| THEATRE B | ||||||||
| 716 MAIN AVENUE | FARGO | ND | 58103 | 200204648 | 501(C)3 | $5,000 | GENERAL OP. | |
| TROLLWOOD PERFORMING ARTS SCHOOL | ||||||||
| 1305 9TH AVENUE SOUTH | FARGO | ND | 58103 | 456000294 | $5,000 | GENERAL OP. | ||
| UND MEDICAL SCHOOL FINANCIAL AID | ||||||||
| 501 NORTH COLUMBIA ROAD STOP 9037 | GRAND FORKS | ND | 58202 | 450348296 | 501(C)3 | $10,000 | GENERAL OP. | |
| YWCA CASS CLAY | ||||||||
| 3100 12TH AVE N | FARGO | ND | 58102 | 450226435 | 501(C)3 | $20,000 | GENERAL OP. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 51 | Total501c3OrgCnt |
| Total Other Org | 9 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR HIGHER EDUCATION | GrantTypeTxt |
| Recipient | 186 | RecipientCnt |
| Cash Grant | $226,078 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH YEAR A COMPETITIVE GRANT ROUND IS HELD THAT AWARDS GRANTS ACCORDING TO: 1) CURRENT AND EMERGING COMMUNITY NEEDS, 2) PRIORITIES ESTABLISHED BY THE BOARD AND 3) GRANTS THAT EFFECT A BROAD SEGMENT OF OUR COMMUNITY, LEVERAGE SUPPORT FROM OTHER SOURCES, PROMOTE COLLABORATION, WITHOUT DUPLICATING SERVICES, STRENGTHENS ORGANIZATION SELF-SUFFICIENCY AND LONG TERM STABILITY, SHOW REALISTIC PLANNING AND MANAGEMENT, FOCUS ON PROBLEM SOLVING. THE FOUNDATION HAS A COMPLETE GRANT APPLICATION FORM TO FOLLOW FOR APPLICATIONS. THERE IS ONE GRANT ROUND EACH YEAR. THE GRANTS COMMITTEE REVIEWS ALL COMPLETED GRANT APPLICATIONS AND AWARDS GRANTS IN ACCORDANCE WITH THE FOUNDATIONS POLICIES AND GUIDELINES. GRANTS ARE SUBJECT TO FUND AGREEMENT THAT REQUIRES A FINAL GRANT REPORT AFTER ONE YEAR. ANY FUNDS NOT UTILIZED FOR THE PURPOSE AWARDED ARE TO BE RETURNED TO FMAF. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $159,351 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, LINE B, AMENDED RETURN: | THE ORGANIZATION IS FILLING AN AMENDED 990 RETURN TO REPORT THE CORRECT AMOUNT FOR SCHEDULE A, PART II, LINE 1E. THE CORRECT AMOUNT IS $2,222,219. THIS CORRECTION ALSO UPDATES AND CORRECTS SCHEDULE A, LINE 1F, 4F, 5F, 6F, 7F, 11F, 14, 16A AND 16B. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS REVIEWED BY THE SIGNER OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FORMS ARE COMPLETED EACH YEAR BY ALL STAFF, BOARD AND COMMITTEE MEMBERS. THE RESULTS ARE COMPILED IN A LIST THAT IS REFERRED TO ON A REGULAR BASIS. THOSE WITH CONFLICTS ARE ASKED TO ABSTAIN FROM VOTING ON MATTERS REGARDING SAID ORGANIZATIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | DATA IS GATHERED PER THE COF SALARY SURVEY FOR LIKE SIZED COMMUNITY FOUNDATIONS. THE BOARD REVIEWS, COMPARES AND APPROVES EXECUTIVE AND EMPLOYEE SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE FARGO-MOORHEAD AREA FOUNDATION OFFICE. |
| FORM 990. PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ELM FAMILY FOUNDATION | |||||||||
| 409 7TH STEET SOUTH | FARGO | ND | 58103 | 451968320 | TO SUPPORT AND BENEFIT THE MISSION OF THE FARGO-MOORHEAD AREA FOUNDATION | ND | 501(C)3 | 501(C)3I | 0 |
| WILLIAM C AND JANE B MARCIL FAMILY FOUNDATION | |||||||||
| 409 7TH STREET SOUTH | FARGO | ND | 58103 | 911751020 | TO SUPPORT AND BENEFIT THE MISSION OF THE FARGO-MOORHEAD AREA FOUNDATION | ND | 501(C)3 | 501(C)3I | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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