JOE MAUER FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JOE MAUER FOUNDATION (EIN 45-3843417)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-10
IRS object ID
201641319349101754
Schema version
2015v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-10T12:14:23-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453843417EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOE MAUER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOEMBusinessNameControlTxt
Phone9493008035PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1DESGUINCPA 15176 NW 100TH AVE RDAddressLine1Txt
CityREDDICKCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32686ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH P MAUERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-05-10SignatureDt
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$850,883FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$24InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$24InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$20,137DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,137DividendsNetInvstIncmAmt
Dividends Adj Net Incm$20,137DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$71,086NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$710,686GrossSalesPriceAmt
Total Rev And Expnss-$30,925TotalRevAndExpnssAmt
Total Net Invst Incm$20,161TotalNetInvstIncmAmt
Total Adj Net Incm$20,161TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$3,256OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,256OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,256OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$86OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$86OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$86OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,342TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,342TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,342TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,342TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,342TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,342TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$59,267ExcessRevenueOverExpensesAmt
Net Investment Income$16,819NetInvestmentIncomeAmt
Adjusted Net Income$20,161AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$72,814CashBOYAmt
Cash EOY$729,631CashEOYAmt
Cash EOYFMV$729,631CashEOYFMVAmt
Corporate Stock BOY$820,032CorporateStockBOYAmt
Corporate Stock EOY$121,252CorporateStockEOYAmt
Corporate Stock EOYFMV$121,252CorporateStockEOYFMVAmt
Total Assets BOY$892,846TotalAssetsBOYAmt
Total Assets EOY$850,883TotalAssetsEOYAmt
Total Assets EOYFMV$850,883TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$892,846UnrestrictedBOYAmt
Unrestricted EOY$850,883UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$892,846TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$850,883TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$892,846TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$850,883TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$892,846TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$59,267ExcessRevenueOverExpensesAmt
Other Increases$17,304OtherIncreasesAmt
Subtotal$850,883SubtotalAmt
Tot Net Ast Or Fund Balances EOY$850,883TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS MS #XXX374D2015-12-012015-12-31$84,280$85,745-$1,465-$1,465
VARIOUS MS #XXX374D2014-12-012015-12-31$626,406$696,027-$69,621-$69,621
FieldValueIRS element (for citing)
Capital Gain Net Income-$71,086CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,465NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$183,085AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$972,200NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.18832DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,612AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$999,665NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05063DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$3,627NetVlNoncharitableAssetsYr3Amt
Total Distribution0.238949TotalDistributionRt
Average Distribution0.079650AverageDistributionRt
Net Vl Noncharitable Assets$855,739NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$68,160AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$168NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$68,328AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,342QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$336InvestmentIncomeExciseTaxAmt
Subtotal$336SubtotalAmt
Tax Based On Investment Income$336TaxBasedOnInvestmentIncomeAmt
Tax Due$336TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CYNTHIA M DESGUINCPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9493008035PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115176 NW 100TH AVE RDAddressLine1Txt
CityREDDICKCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32686ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH P MAUER
8300 NORMAN CENTER DR STE 1150BLOOMINGTONMN55437President5.00$0
MADELINE A MAUER
8300 NORMAN CENTER DRIVE 1150BLOOMINGTONMN55437Vice President2.00$0
CYNTHIA M DESGUIN
15176 NW 100TH AVE RDREDDICKFL32686Treasurer2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$757,194AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,577AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$868,771TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$868,771AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,032CashDeemedCharitableAmt
Net Vl Noncharitable Assets$855,739NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,787MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,787MinimumInvestmentReturnAmt
Tax Based On Investment Income$336TaxBasedOnInvestmentIncomeAmt
Total Tax$336TotalTaxAmt
Distributable Before Adj$42,451DistributableBeforeAdjAmt
Distributable Before Ded$42,451DistributableBeforeDedAmt
Distributable As Adjusted$42,451DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,342ExpensesAndContributionsAmt
Qualifying Distributions$28,342QualifyingDistributionsAmt
Adjusted Qualifying Distri$28,342AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,451DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$1,226ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$135,237ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$136,463TotalExcessDistributionCyovAmt
Qualifying Distributions$28,342QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,342AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$14,109ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$14,109ExcessDistributionCyovAppCYAmt
Total Corpus$122,354TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$122,354ExcessDistriCyovToNextYrAmt
Excess From Year1$122,354ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH P MAUERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHEERFUL GIVERS
1287 BERRY RIDGE ROADEAGANMN55123NONEPCGENERAL OPERATING SUPPORT$5,000
TESFA INTERNATIONAL SCHOOL
1745 UNIVERSITY AVENUEST PAULMN55104NONEPCGENERAL OPERATING SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,137ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$71,086ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$50,925ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$50,925TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonCOLLEMCVOYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1400 FIRST AVENUE NORTH STE 700AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55401ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock1000 SHARES ISHARESStockNm
EOY Book Value$121,252EOYBookValueAmt
EOYFMV$121,252EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECRETARY OF STATE ANNUAL FEE$25$25$25
SECRETARY OF STATE ANNUAL FEE$61$61$61

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$3,256Amt
Net Investment Income$3,256NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,256DisbursementsCharitablePrpsAmt

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