WMN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WMN FOUNDATION (EIN 20-4850609)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201601349349102495
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T14:35:01-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON HOLDINGS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 CARLSON PARKWAY SUITE 275 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204850609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TONKAWA INC | InCareOfNm |
| Business Name Control | WMNF | BusinessNameControlTxt |
| Phone | 9524045636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 TONKAWA ROAD | AddressLine1Txt |
| City | LONG LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55356 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C DAVID NELSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9524045636 | PhoneNum |
| Signature | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BENSON | PreparerPersonNm |
| PTIN | P00321553 | PTIN |
| Phone | 9524045636 | PhoneNum |
| Preparation | 2016-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $691,972 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $136,004 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,878 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $370,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $828,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $373,588 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $523,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $387,466 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $980 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $980 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,355 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,153 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $151 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $98 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $724 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $291,898 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $291,898 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $301,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $724 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $299,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $221,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $386,742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,023 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,023 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $828,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $671,949 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $671,949 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $837,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $691,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $691,972 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $837,635 | UnrestrictedBOYAmt |
| Unrestricted EOY | $691,972 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $837,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $691,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $837,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $691,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $837,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $221,553 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,059,188 | SubtotalAmt |
| Other Decreases | $367,216 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $691,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MARKETABLE SECURITIES | D | 2015-01-27 | 2015-07-22 | $388,853 | $387,684 | $1,169 | $1,169 |
| MARKETABLE SECURITIES | D | 1993-04-12 | 2015-01-28 | $390,060 | $18,408 | $371,652 | $371,652 |
| MARKETABLE SECURITIES | P | 2015-06-08 | $316 | $317 | -$1 | -$1 | |
| MARKETABLE SECURITIES | P | 2014-02-24 | 2015-06-08 | $23,684 | $23,727 | -$43 | -$43 |
| MARKETABLE SECURITIES | P | 2014-02-24 | 2015-12-21 | $25,000 | $25,045 | -$45 | -$45 |
| CAPITAL GAIN DIVIDENDS | P | $856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $373,588 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $136,246 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $545,751 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.249649 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $121,829 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $451,346 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.269924 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,594 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $436,668 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.264718 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $107,455 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $526,419 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.204124 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,218 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $272,626 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.202541 | DistributionYr5Rt |
| Total Distribution | 1.190956 | TotalDistributionRt |
| Average Distribution | 0.238191 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $786,690 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,382 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,867 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,249 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $299,258 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,867 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,867 | SubtotalAmt |
| Tax Based On Investment Income | $3,867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,867 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONKAWA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9524045600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 CARLSON PARKWAY SUITE 275 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DIANA NELSON | ||||||||
| 550 TONKAWA ROAD | LONG LAKE | MN | 55356 | TRUSTEE, TREASURER | 1.0 | $0 | $0 | $0 |
| WENDY M NELSON | ||||||||
| 550 TONKAWA ROAD | LONG LAKE | MN | 55356 | TRUSTEE, PRESIDENT | 1.0 | $0 | $0 | $0 |
| C DAVID NELSON | ||||||||
| 550 TONKAWA ROAD | LONG LAKE | MN | 55356 | TRUSTEE, SECRETARY | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $768,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $798,670 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $798,670 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,980 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $786,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,867 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,867 | TotalTaxAmt |
| Distributable Before Adj | $35,468 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,468 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,468 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $299,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $299,258 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,867 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $295,391 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,468 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,976 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $107,565 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,901 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,272 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $110,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $471,652 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $299,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $35,468 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $263,790 | RemainingDistriFromCorpusAmt |
| Total Corpus | $735,442 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $58,976 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $676,466 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $107,565 | ExcessFromYear4Amt |
| Excess From Year3 | $93,901 | ExcessFromYear3Amt |
| Excess From Year2 | $100,272 | ExcessFromYear2Amt |
| Excess From Year1 | $110,938 | ExcessFromYear1Amt |
| Excess From Current Year | $263,790 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WENDY NELSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | C DAVID NELSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 TONKAWA ROAD | AddressLine1Txt |
| City | LONG LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9524045636 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE THE FOLLOWING: HISTORY AND GENERAL PURPOSE OF THE ORGANIZATION 3 YEAR BUDGET HISTORY AND 3 YEAR PROJECTED BUDGET (INCLUDING CURRENT YEAR BUDGET) COPY OF THE IRS TAX EXEMPT RULING COPY OF THE ORGANIZATION'S MOST RECENT FORM 990 LIST OF BOARD OF DIRECTORS AND AFFILIATIONS (MEMBER AGENCIES OR DEPARTMENTS OF LARGER ORGANIZATIONS MUST HAVE WRITTEN APPROVAL OF THE APPLICATION TO THE FOUNDATION FROM THE RESPONSIBLE EXECUTIVE OFFICER OF THE PARENT ORGANIZATION BEFORE SUBMITTING THE PROPOSAL TO THE FOUNDATION) PURPOSE OF REQUEST, INCLUDING HISTORY OF THE ORGANIZATION'S INVOLVEMENT IN CONCEPT, NEEDS ASSESSMENT, PROPOSED ACHIEVEMENTS AND BENEFITS AMOUNT OF REQUEST, INCLUDING LENGTH OF TIME FUNDS ARE BEING SOUGHT, WHERE ELSE FUNDS ARE BEING SOUGHT, AND PLEDGES RECEIVED TO DATE PROJECT OR PROGRAM BUDGET EVIDENCE OF COOPERATION WITH OTHER SIMILAR AGENCIES EVIDENCE OF EVALUATION SYSTEM FOR THE PROJECT OR PROGRAM DESCRIPTION OF HOW PROJECT OR PROGRAM WILL BE FUNDED ON AN ON | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS SHOULD BE SUBMITTED NO LATER THAN MARCH 1 FOR JUNE GRANTS AND SEPTEMBER 1 FOR DECEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLAKE SCHOOL | |||||||
| 110 BLAKE ROAD SOUTH | HOPKINS | MN | 55343 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CHILDREN'S THEATRE COMPANY | |||||||
| 2400 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| PO BOX 249 | MOOSE | WY | 83012 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| INNER CITY TENNIS | |||||||
| 4005 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55409 | NONE | PC | GENERAL OPERATING SUPPORT | $3,500 |
| MILKWEED EDITIONS INC | |||||||
| 1011 WASHINGTON AVENUE SOUTH SUITE | MINNEAPOLIS | MN | 55415 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | WOMEN'S BOARD SCHOLARSHIPS | $100 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | NORTHWESTERN ANNUAL FUND | $10,000 |
| WOMEN'S SPORTS FOUNDATION | |||||||
| 1899 HEMPSTEAD TURNPIKE SUITE 400 | EAST MEADOW | NY | 11554 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| HIGHPOINT CENTER FOR PRINTMAKING | |||||||
| 912 W LAKE STREET | MINNEAPOLIS | MN | 55408 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SCIENCE MUSEUM OF MINNESOTA | |||||||
| 120 WEST KELLOGG BOULEVARD | ST PAUL | MN | 55102 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| WATCH | |||||||
| 608 SECOND AVE SOUTH SUITE 465 | MINNEAPOLIS | MN | 55402 | NONE | PC | ANNUAL FUND | $1,000 |
| CHILDREN'S HEALTH CARE FOUNDATION | |||||||
| 2910 CENTRE POINTE DRIVE | ROSEVILLE | MN | 55113 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GUTHRIE THEATER | |||||||
| 818 S 2ND STREET | MINNEAPOLIS | MN | 55415 | NONE | PC | FULFILLING THE PROMISE CAMPAIGN | $40,000 |
| GUTHRIE THEATER | |||||||
| 818 S 2ND STREET | MINNEAPOLIS | MN | 55415 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | KELLOGG SCHOOL | $10,000 |
| FAIRVOTE MINNESOTA FOUNDATION | |||||||
| PO BOX 19440 | MINNEAPOLIS | MN | 554190440 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 671 VANDALIA STREET | ST PAUL | MN | 55114 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| VOYAGEUR OUTWARD BOUND SCHOOL | |||||||
| 179 ROBIE STREET EAST SUITE 295 | ST PAUL | MN | 55107 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PROJECT SUCCESS | |||||||
| ONE GROVELAND TERRACE SUITE 300 | MINNEAPOLIS | MN | 55403 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE PLAYWRIGHTS CENTER | |||||||
| 2301 EAST FRANKLIN AVE | MINNEAPOLIS | MN | 554061099 | NONE | PC | CARSON KREITZER COMMISSION & CORE WRITER PROGRAM | $500 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | RYAN FIELDHOUSE AND WALTER ATHLETICS CENTER | $99,818 |
| POSITIVE COACHING ALLIANCE | |||||||
| 1600 UNIVERSITY AVE WEST | ST PAUL | MN | 55104 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF SUITE 100 | MT VIEW | CA | 94043 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | PAM BORTON ENDOWMENT | $500 |
| INTERNATIONAL TENNIS HALL OF FAME | |||||||
| 194 BELLEVUE AVE | NEWPORT | RI | 02840 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| WUNRN-TANDEM | |||||||
| 6466 CITY WEST PARKWAY | EDEN PRAIRIE | MN | 55344 | NONE | GENERAL OPERATING SUPPORT | $10,000 | |
| THE LINK | |||||||
| 1210 GLENWOOD AVE | MINNEAPOLIS | MN | 55403 | NONE | GENERAL OPERATING SUPPORT | $1,000 | |
| GUTHRIE THEATER | |||||||
| 818 S 2ND ST | MINNEAPOLIS | MN | 55415 | NONE | PC | GENERAL OPERATING SUPPORT | $29,980 |
| WALKER ART CENTER | |||||||
| 1750 HENNEPIN AVENUE | MINNEAPOLIS | MN | 55403 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $291,898 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $371,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $387,533 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,533 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WENDY NELSON | |||||||
| 1 | 301 CARLSON PARKWAY SUITE 275 | MINNETONKA | MN | 55305 | $4,000 | Yes (X) | |
| WENDY NELSON | |||||||
| 2 | 301 CARLSON PARKWAY SUITE 275 | MINNETONKA | MN | 55305 | $4,000 | Yes (X) | |
| WENDY NELSON | |||||||
| 3 | 301 CARLSON PARKWAY SUITE 275 | MINNETONKA | MN | 55305 | $4,000 | Yes (X) | |
| WENDY NELSON | |||||||
| 4 | 301 CARLSON PARKWAY SUITE 275 | MINNETONKA | MN | 55305 | $4,000 | Yes (X) | |
| WENDY NELSON | |||||||
| 5 | 301 CARLSON PARKWAY SUITE 275 | MINNETONKA | MN | 55305 | $120,004 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 5 | ContributorNum |
| Noncash Property | 794 SHARES APA (FMV $35,031) 500 SHARES IJK (FMV $82,020) 18 SHARES IJK (FMV $2,953) | NoncashPropertyDesc |
| Fair Market Value | $120,004 | FairMarketValueAmt |
| Received | 2015-12-08 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE INDEX | $33,353 | $33,353 |
| VANGUARD FTSE ALL WORLD INDEX | $57,735 | $57,735 |
| SIT US GOVT SECURITIES FUND | $21,112 | $21,112 |
| VANGUARD TOTAL STOCK MKT ETF | $235,927 | $235,927 |
| MEDTRONIC | $0 | $0 |
| VANGUARD REIT ETF INDEX | $15,149 | $15,149 |
| IPATH BLOOMBERG COMMODITY TR | $12,023 | $12,023 |
| VANGUARD ST CORP BOND ETF | $47,710 | $47,710 |
| ISHARES CORE TOTAL US BOND MKT | $48,604 | $48,604 |
| ISHARES CORE S&P TOTAL US | $47,730 | $47,730 |
| ISHARES S&P MIDCAP 400 GROWTH | $18,993 | $18,993 |
| CALAMOS MARKET NEUTRAL INCOME | $33,108 | $33,108 |
| DIAMOND HILL LONG SHORT I | $100,505 | $100,505 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $980 | LegalFeesAmt |
| Disbursements Charitable Prps | $980 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DECREASE IN UNREALIZED APPRECIATION OF | $366,507 |
| PORTFOLIO ASSETS | $0 |
| VALUATION DIFFERENCE IN NONCASH GRANTS | $709 |
| PAID | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MN ATTORNEY GENERAL FEE | $25 | $25 | |
| MISC BANK FEES | $73 | $73 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CITIBANK FEES | $500 | $500 | |
| TONKAWA FEES | $6,355 | $6,355 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $2,002 | |
| FOREIGN TAX WITHHOLDING | $151 | $151 |
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