WATTS FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WATTS FAMILY FOUNDATION (EIN 71-0882769)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201611379349100326
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T08:24:28-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411489071PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH SCHAFER AND ASSOC LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH BROADWAY SUITE 102AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55904ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN710882769EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WATTS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWATTBusinessNameControlTxt
Phone5072859877PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13641 44TH AVE NWAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN WATTSPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone5072859877PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE CHRISTOPHERSONPreparerPersonNm
PTINP00432826PTIN
Phone5072883277PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$741,126FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$14,723DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,723DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$60,664NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$133,398GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$60,664CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$96,387TotalRevAndExpnssAmt
Total Net Invst Incm$75,387TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,030AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,801OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$976TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,857TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,545ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,545ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,402TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$48,545TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,985ExcessRevenueOverExpensesAmt
Net Investment Income$75,387NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$343SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$913SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$913SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$795,681OtherInvestmentsBOYAmt
Other Investments EOY$740,213OtherInvestmentsEOYAmt
Other Investments EOYFMV$740,213OtherInvestmentsEOYFMVAmt
Total Assets BOY$796,024TotalAssetsBOYAmt
Total Assets EOY$741,126TotalAssetsEOYAmt
Total Assets EOYFMV$741,126TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$796,024RetainedEarningBOYAmt
Retained Earning EOY$741,126RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$796,024TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$741,126TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$796,024TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$741,126TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$796,024TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,985ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$834,009SubtotalAmt
Other Decreases$92,883OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$741,126TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
INVESCO COMSTOCK FUND CLASS A - 2353.864 SHSP2003-06-252015-07-10$60,000$36,320$23,680$23,680
MAINSTAY HIGH-YIELD CORPORATE BOND FUND CLASS A - 511.945 SHSP2003-03-252015-04-28$3,000$2,665$335$335
MAINSTAY HIGH-YIELD CORPORATE BOND FUND CLASS A - 513.699 SHSP2003-03-252015-04-30$3,000$2,672$328$328
PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS - 1452.081 SHSP2008-11-042015-07-10$15,345$14,985$360$360
VANGUARD SHORT-TERM INVESTMENT GRADE FUND INVESTOR SHARES - 1491.937P2003-03-252015-06-22$15,901$16,092-$191-$191
CAPITAL GAINS DIVIDENDSP$36,152$36,152$36,152
FieldValueIRS element (for citing)
Capital Gain Net Income$60,664CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,764AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$782,446NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.064879DistributionYr1Rt
Adjusted Qlfy Distri Yr2$43,088AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$731,963NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058866DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,920AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$653,417NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051912DistributionYr3Rt
Adjusted Qlfy Distri Yr4$35,070AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$637,176NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055040DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,230AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$620,508NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053553DistributionYr5Rt
Total Distribution0.284250TotalDistributionRt
Average Distribution0.056850AverageDistributionRt
Net Vl Noncharitable Assets$757,046NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,038AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$754NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$43,792AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$48,545QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$754InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$754SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$754TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Tax Due$156TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JULIE WATTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5072859877PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13641 44TH AVE NWAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55901ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALLAN WATTS
3641 44TH AVE NWROCHESTERMN55901VICE PRESIDENT10.00$0$0$0
JULIE WATTS
3641 44TH AVE NWROCHESTERMN55901PRESIDENT10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$767,947AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$628AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$768,575TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$768,575AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,529CashDeemedCharitableAmt
Net Vl Noncharitable Assets$757,046NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,852MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,852MinimumInvestmentReturnAmt
Tax Based On Investment Income$754TaxBasedOnInvestmentIncomeAmt
Total Tax$754TotalTaxAmt
Distributable Before Adj$37,098DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,098DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,098DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,545ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$48,545QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$754PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$47,791AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,098DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,404ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,530ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,591ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,454ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,054ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,033TotalExcessDistributionCyovAmt
Qualifying Distributions$48,545QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,098AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,447RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$39,480TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,404ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,076ExcessDistriCyovToNextYrAmt
Excess From Year4$3,530ExcessFromYear4Amt
Excess From Year3$1,591ExcessFromYear3Amt
Excess From Year2$7,454ExcessFromYear2Amt
Excess From Year1$13,054ExcessFromYear1Amt
Excess From Current Year$11,447ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALLAN WATTSContributingManagerNm
Contributing ManagerJULIE WATTSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABILITY BUILDING CENTER
1911 14TH ST NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$150
AMERICAN HELPER
13565 HENNA AVEAPPLE VALLEYMN55124NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$3,600
ARC
903 W CENTER STROCHESTERMN55902NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$300
BAREAN BAPTIST
3157 KENOSHA DR NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$100
BETHEL UNIVERSITY
3900 BETHEL DRST PAULMN55112NONENON-PROFIT UNIVERSITGENERAL SUPPORT$6,000
CAMP VICTORY
58212 403RD AVEZUMBRO FALLSMN55991NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$150
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRORLANDOFL32832NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$6,810
CHANNEL ONE
131 35TH ST SEROCHESTERMN55904NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$250
CHRIST COMMUNITY CHURCH
4400 55TH ST NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$10,700
CROSSWINDS CHURCH
8106 31ST AVE NWORONOCOMN55960NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$100
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS RDKANSAS CITYMO64129NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$10,750
FOCUS ON THE FAMILY
STREET ADDRESS NOT REQUIREDCOLORADO SPRINGSCO80995NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$1,200
HUGS FOR HUNTER
4508 MANORBROOK DR NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$100
IRONWOOD SPRINGS CHRISTIAN RANCH
7291 COUNTY 6 RD SWSTEWARTVILLEMN55976NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$150
MISSION OF MERCY
15475 GLENEAGLE DRCOLORADO SPRINGSCO80921NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$605
MN ADULT & TEEN CHALLENGE
1530 ASSISI DR NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$5,480
NEW LIFE FAMILY SERVICES
902 N BROADWAYROCHESTERMN55906NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$250
SALVATION ARMY
201 9TH ST SEROCHESTERMN55904NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$100
SOUTHWEST COMMUNITY CHURCH
77701 FRED WARING DRINDIAN WELLSCA92210NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$1,500
SPECIAL OLYMPICS OF MN
100 WASHINGTON AVE SMINNEAPOLISMN55401NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$48,545TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,723ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$60,664ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$75,387ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$75,387TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonALLAN AND JULIE WATTSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13641 44TH AVE NWAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55901ZIPCd
FieldValueIRS element (for citing)
Total Contributions$21,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$1,030Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$740,213BookValueAmt
EOYFMV$740,213EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED DECREASE IN FMV OF ASSETSDesc
Amt$92,883Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MINNESOTA FILING FEE$25$0$0
BANK CHARGES$25$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$7,801Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonALLAN JULIE WATTSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13641 44TH AVE NWAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55901ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$170$0$0
2014 FEDERAL TAX PAID$806$0$0

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