CLA FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CLA FOUNDATION (EIN 47-3544862)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-18
- IRS object ID
- 201612319349100006
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-18T09:30:58-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473544862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAF | BusinessNameControlTxt |
| Phone | 6123764500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH 6TH STREET NO 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A STEPHEN ROSA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6123764500 | PhoneNum |
| Signature | 2016-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A GRIES CPA | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | PhoneNum |
| 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $382,235 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $486,332 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $43 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $476 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $486,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,967 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,967 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $382,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $367,550 | CashEOYAmt |
| Cash EOYFMV | $367,550 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $476 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $476 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $10,850 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $10,850 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $10,850 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $800 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,559 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $382,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $382,235 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $0 | UnrestrictedBOYAmt |
| Unrestricted EOY | $382,235 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $382,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $382,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $382,277 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $382,277 | SubtotalAmt |
| Other Decreases | $42 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $382,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $476 | GrossSalesPriceAmt |
| Cost Or Other Basis | $407 | CostOrOtherBasisAmt |
| Gain Or Loss | $69 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $69 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6123764500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH 6TH STREET NO 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JAN KRUCHOSKI | ||||||||
| 220 SOUTH SIXTH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | CHAIR | 1.00 | $0 | $0 | $0 |
| LACHEL HIRD | ||||||||
| 220 SOUTH SIXTH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| BRIAN DORAZIO | ||||||||
| 220 SOUTH SIXTH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | TREASURER | 1.00 | $0 | $0 | $0 |
| SARA JOHNSON | ||||||||
| 220 SOUTH SIXTH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN LANGAN | ||||||||
| 220 SOUTH SIXTH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | DIRECTOR-AT-LARGE | 1.00 | $0 | $0 | $0 |
| DENNY SCHLEPER | ||||||||
| 220 SOUTH SIXTH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | EX-OFFICIO | 1.00 | $0 | $0 | $0 |
| DAVID BAILEY | ||||||||
| 220 SOUTH SIXTH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $215,866 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $215,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $212,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2 | TotalTaxAmt |
| Distributable Before Adj | $10,629 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,629 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,629 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,967 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,967 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,629 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,629 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $94,338 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $94,338 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $94,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $94,338 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN LANGAN | ContributingManagerNm |
| Contributing Manager | DENNY SCHLEPER | ContributingManagerNm |
| Contributing Manager | DAVID BAILEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BREAKTHROUGH COLLABORATIVE | ||||||||
| PO BOX 2068 | SAN FRANCISCO | CA | 94126 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 | |
| BUSINESS PLAN COMPETITION- UNIVERSITY OF WASHINGTON | ||||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NONE | NC | TO SUPPORT THE BUSINESS PLAN CHALLENGE | $5,000 | |
| GENESYS WORKS | ||||||||
| 14400 MEMORIAL DRIVE SUITE 200 | HOUSTON | TX | 77079 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | |
| HONOR COURAGE COMMITMENT INC | ||||||||
| 13625 NEUTRON ROAD | DALLAS | TX | 75244 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 | |
| MASSCHALLENGE INC | ||||||||
| 21 DRYDOCK AVENUE 6TH FLOOR | BOSTON | MA | 02210 | NONE | PC | TO SUPPORT THE BUSINESS PLAN CHALLENGE | $5,000 | |
| MN CUP- UNIVERSITY OF MINNESOTA | ||||||||
| 321 19TH AVENUE SOUTH | MINEAPOLIS | MN | 55455 | NONE | NC | TO SUPPORT THE BUSINESS PLAN CHALLENGE | $5,000 | |
| NATIVE AMERICAN FINANCE OFFICERS ASSOCIATION | ||||||||
| 1101 30TH STREET NORTHWEST SUITE | WASHINGTON | DC | 20007 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 | 500 |
| STATEWIDE COLLEGIATE BUSINESS PLAN COMPETITION-FLORIDA VENTURE FORUM | ||||||||
| C/O KEVEN BURGOYNE 707 WEST AZEELE | TAMPA | FL | 33606 | NONE | NC | TO SUPPORT THE BUSINESS PLAN CHALLENGE | $5,000 | STREET |
| WOMEN VENTURE | ||||||||
| 2021 EAST HENNEPIN AVENUE SUITE 200 | MINEAPOLIS | MN | 55413 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (44 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STEPHEN BODINE | |||||||
| 1 | 16940 JUDICIAL ROAD | LAKEVILLE | MN | 55044 | $10,000 | Yes (X) | |
| MICHAEL SLAVIK | |||||||
| 2 | 222 CLARK ROAD | PLYMOUTH | MA | 02360 | $10,000 | Yes (X) | |
| DAVID BAILEY | |||||||
| 3 | 8800 WESTPOINT COURT | EDWARDS | IL | 61528 | $10,000 | Yes (X) | |
| JOHN RICHTER | |||||||
| 4 | 2629 OAKMEADE DRIVE | CHARLOTTE | NC | 28270 | $10,000 | Yes (X) | |
| JEFFORIE KVILHAUG | |||||||
| 5 | 7234 GREYSTONE STREET | LAKEWOOD RANCH | FL | 34202 | $10,000 | Yes (X) | |
| DENNIS SCHLEPER | |||||||
| 6 | 4060D NORTH BEACH ROAD | ENGLEWOOD | FL | 34223 | $10,000 | Yes (X) | |
| MICHAEL MCCONNELL | |||||||
| 7 | 4225 OAKVIEW LANE NORTH | PLYMOUTH | MN | 55442 | $10,000 | Yes (X) | |
| BERNARD HORAK | |||||||
| 8 | 4650 STONECLIFFE DRIVE | EAGAN | MN | 55122 | $10,000 | Yes (X) | |
| LORIANNE SIMS | |||||||
| 9 | 1880 BRYAN AVENUE | WINTER PARK | FL | 32789 | $10,000 | Yes (X) | |
| JEFFERY VRIEZE | |||||||
| 10 | 4339 MATTHEW COURT | EAGAN | MN | 55123 | $10,000 | Yes (X) | |
| CHARLES MCELROY | |||||||
| 11 | 100 3RD AVENUE SOUTH SUITE 907 | MINNEAPOLIS | MN | 55401 | $10,000 | Yes (X) | |
| MATTHEW CLAEYS | |||||||
| 12 | 218 RITTENHOUSE SQUARE | PLYMOUTH MEETING | PA | 19462 | $10,000 | Yes (X) | |
| JOHN LANGAN | |||||||
| 13 | 9521 MOUNT VERNON LANDING | ALEXANDRIA | VA | 22309 | $10,000 | Yes (X) | |
| TERRELL ENGER | |||||||
| 14 | 3160 SYCAMORE LANE | PLYMOUTH | MN | 55441 | $10,000 | Yes (X) | |
| STEPHEN MEINDL | |||||||
| 15 | 125 BLOOMINGBANK ROAD | RIVERSIDE | IL | 60546 | $10,000 | Yes (X) | |
| ERIK SKIE | |||||||
| 16 | 1300 VINEYARD LANE | LIBERTYVILLE | IL | 60048 | $10,000 | Yes (X) | |
| WILLIAM PETRI | |||||||
| 17 | 2618 WEST 115TH DRIVE | WESTMINSTER | CO | 80234 | $10,000 | Yes (X) | |
| GREGG DRAEGER | |||||||
| 18 | 600 OAKWOOD LANE | OWATONNA | MN | 55060 | $10,000 | Yes (X) | |
| DOUGLAS FIEBELKORN | |||||||
| 19 | 45 PROVINCE STREET SUITE 901 | BOSTON | MA | 02108 | $7,500 | Yes (X) | |
| CATHERINE SCHWEIGEL | |||||||
| 20 | 6020 CONSERVANCY DRIVE | NEW BERLIN | WI | 53151 | $6,000 | Yes (X) | |
| STEPHEN BIEN | |||||||
| 21 | 3320 ANRIC DRIVE | EAU CLAIRE | WI | 54701 | $6,000 | Yes (X) | |
| JERRY FELICELLI | |||||||
| 22 | 1050 LONGBOAT CLUB ROAD SUITE 504 | LONGBOAT KEY | FL | 34228 | $5,110 | Yes (X) | |
| TONY HALLADA | |||||||
| 23 | 2715 CAPRIOLE DRIVE | MEDINA | MN | 55340 | $10,000 | Yes (X) | |
| JOHN BERENS | |||||||
| 24 | PO BOX 554 | FORT LAWN | SC | 29714 | $7,000 | Yes (X) | |
| MARK KREBSBACH | |||||||
| 25 | 22235 RIDGEVIEW DRIVE | ST CLOUD | MN | 56301 | $10,000 | Yes (X) | |
| TIMOTHY SKELLY | |||||||
| 26 | 13910 60TH AVE N | PLYMOUTH | MN | 55446 | $5,000 | Yes (X) | |
| SCOTT DIETZEN | |||||||
| 27 | 2503 WEST HOWESDALE COURT | SPOKANE | WA | 99208 | $5,000 | Yes (X) | |
| ROBERT GIBSON | |||||||
| 28 | 1171 MIDWEST LANE | WHEATON | IL | 60189 | $5,000 | Yes (X) | |
| STEPHEN DEBRUYN | |||||||
| 29 | 2620 MUIRFIELD PL | URBANA | IL | 61802 | $5,000 | Yes (X) | |
| HAROLD DAHL | |||||||
| 30 | 3314 ST PAUL AVENUE | MINNEAPOLIS | MN | 55416 | $5,000 | Yes (X) | |
| SCOTT ENGELBRECHT | |||||||
| 31 | 220 SOUTH SIXTH STREET | MINNEAPOLIS | MN | 55402 | $5,000 | Yes (X) | |
| STEVEN NOBLE | |||||||
| 32 | 11650 TRAIL HAVEN RD | ROGERS | MN | 55374 | $5,000 | Yes (X) | |
| KENNETH WELCH | |||||||
| 33 | 10503 WOODLEIGH CT | BELTSVILLE | MD | 20705 | $5,000 | Yes (X) | |
| TIMOTHY MALECHA | |||||||
| 34 | 2519 HUMBOLDT AVE SOUTH 106 | MINNEAPOLIS | MN | 55405 | $5,000 | Yes (X) | |
| MICHAEL VALUCCI | |||||||
| 35 | 1402 ROYAL OAK DR | BLUE BELL | PA | 19422 | $5,000 | Yes (X) | |
| A STEPHEN ROSA | |||||||
| 36 | 1306 CERNAN LANE | BLUE BELL | PA | 19422 | $5,000 | Yes (X) | |
| JOHN O'TOOLE | |||||||
| 37 | 1728 PHEASANT LANE | NORRISTOWN | PA | 19403 | $5,000 | Yes (X) | |
| SHARON TEN CLAY | |||||||
| 38 | 3838 PINE POINT ROAD | SARTELL | MN | 56377 | $5,000 | Yes (X) | |
| JAY BUCK | |||||||
| 39 | 4023 N LINDSTROM | TUCSON | AZ | 85750 | $5,000 | Yes (X) | |
| STEVEN THORSON | |||||||
| 40 | 1613 28TH ST NE | AUSTIN | MN | 55912 | $5,000 | Yes (X) | |
| JEFFREY BONICK | |||||||
| 41 | 5607 W TIMBEROAK COURT | PEORIA | IL | 61615 | $5,000 | Yes (X) | |
| BRYON REINHART | |||||||
| 42 | 680 FAIRMOUNT AVE | ST PAUL | MN | 55105 | $5,000 | Yes (X) | |
| JAMES SMITH | |||||||
| 43 | 11210 FOUNDERS PL | FISHERS | IN | 46038 | $5,000 | Yes (X) | |
| KRISTIN TVEIT | |||||||
| 44 | 38203 73RD AVENUE | SARTELL | MN | 56377 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 22 | ContributorNum |
| Noncash Property | 67 SHARES OF MEDTRONIC STOCK | NoncashPropertyDesc |
| Fair Market Value | $5,110 | FairMarketValueAmt |
| Received | 2015-07-28 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 33 SHARES VISA INC | StockNm |
| EOY Book Value | $2,559 | EOYBookValueAmt |
| EOYFMV | $2,559 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $42 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TECHNOLOGY | $2,500 | $0 | $0 | $3,300 |
| BANK FEES | $1,667 | $0 | $0 | $1,667 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| STEPHEN BODINE | |||
| 16940 JUDICIAL RD | LAKEVILLE | MN | 55044 |
| MICHAEL SLAVIK | |||
| 222 CLARK ROAD | PLYMOUTH | MA | 02360 |
| DAVID BAILEY | |||
| 8800 WESTPOINT COURT | EDWARDS | IL | 61528 |
| JOHN RICHTER | |||
| 2629 OAKMEADE DRIVE | CHARLOTTE | NC | 28270 |
| JEFFORIE KVILHAUG | |||
| 7234 GREYSTONE STREET | LAKEWOOD RANCH | FL | 34202 |
| DENNIS SCHLEPER | |||
| 4060D NORTH BEACH ROAD | ENGLEWOOD | FL | 34223 |
| MICHAEL MCCONNELL | |||
| 4225 OAKVIEW LANE N | PLYMOUTH | MN | 55442 |
| BERNARD HORAK | |||
| 4650 STONECLIFFE DR | EAGAN | MN | 55122 |
| LORIANNE SIMS | |||
| 1880 BRYAN AV | WINTER PARK | FL | 32789 |
| JEFFERY VRIEZE | |||
| 4339 MATTHEW COURT | EAGAN | MN | 55123 |
| CHARLES MCELROY | |||
| 100 3RD AVE S 907 | MINNEAPOLIS | MN | 554012705 |
| MATTHEW CLAEYS | |||
| 218 RITTENHOUSE SQUARE | PLYMOUTH MEETING | PA | 19462 |
| JOHN LANGAN | |||
| 9521 MOUNT VERNON LANDING | ALEXANDRIA | VA | 22309 |
| TERRELL ENGER | |||
| 3160 SYCAMORE LANE | PLYMOUTH | MN | 55441 |
| STEPHEN MEINDL | |||
| 125 BLOOMINGBANK ROAD | RIVERSIDE | IL | 60546 |
| ERIK SKIE | |||
| 1300 VINEYARD LANE | LIBERTYVILLE | IL | 60048 |
| WILLIAM PETRI | |||
| 2618 WEST 115TH DRIVE | WESTMINSTER | CO | 80234 |
| GREGG DRAEGER | |||
| 600 OAKWOOD LANE | OWATONNA | MN | 55060 |
| TONY HALLADA | |||
| 2715 CAPRIOLE DRIVE | MEDINA | MN | 55340 |
| MARK KREBSBACH | |||
| 22235 RIDGEVIEW DRIVE | ST CLOUD | MN | 56301 |
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