LENFESTEY FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LENFESTEY FAMILY FOUNDATION INC (EIN 39-1748548)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201641349349101229
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T10:19:35-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391173131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543053819 | 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 | 391748548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENFESTEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PRIVATE PHILANTHROPY SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENF | BusinessNameControlTxt |
| Phone | 9204367800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 RIVERSIDE DRIVE | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES LENFESTEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204367800 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH J LARDINOIS | PreparerPersonNm |
| PTIN | P00053580 | PTIN |
| Phone | 9204367800 | PhoneNum |
| Preparation | 2016-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,362,893 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,122 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,122 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $252,488 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,422,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $252,488 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $285,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,638 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $97 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $48 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $49 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,892 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $946 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $946 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,525 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,525 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,479 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $684 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,199 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,933 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,718 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,453 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,718 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $138,544 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $274,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $236,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $948,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $948,110 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,912,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,339,759 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,414,783 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,149,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,287,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,362,893 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,149,325 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,287,869 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,149,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,287,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,149,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,287,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,149,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $138,544 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,287,869 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,287,869 | 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 |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2015-07-01 | SoldDt |
| Gross Sales Price | $3,422,397 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,169,909 | CostOrOtherBasisAmt |
| Gain Or Loss | $252,488 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $252,488 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $252,488 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $92,046 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,401,113 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038335 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,306 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,122,405 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039251 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,783 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,892,772 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034227 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,577 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,882,937 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034827 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,623 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,725,931 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025854 | DistributionYr5Rt |
| Total Distribution | 0.172494 | TotalDistributionRt |
| Average Distribution | 0.034499 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,414,768 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,307 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,749 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,056 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,203 | 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 | $2,749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,051 | OverpaymentAmt |
| Applied To ES Tax | $4,051 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JIM LENFESTEY | IndividualWithBooksNm |
| Phone | 6127307435 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1833 GIRARD AVE S | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55403 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JAMES LENFESTEY | ||||||||
| 1833 GIRARD AVE S | MINNEAPOLIS | MN | 55403 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SUSAN LENFESTEY | ||||||||
| 1833 GIRARD AVE S | MINNEAPOLIS | MN | 55403 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DORA LENFESTEY | ||||||||
| 4112 LINDEN AVENUE N | SEATTLE | WA | 98103 | VP/SEC | 0.50 | $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 | $2,162,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $289,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,451,541 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,451,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,773 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,414,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,749 | TotalTaxAmt |
| Distributable Before Adj | $117,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,989 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,203 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,749 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $119,454 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,065 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,065 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,138 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,851 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRIVATE PHILANTHROPY SERVICES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 W 48TH ST | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6128251050 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHIEVE MINNEAPOLIS | ||||||||
| 111 THIRD AVE SO SUITE 5 | MINNEAPOLIS | MN | 55401 | N/A | NO | ARTS AND ACADEMIC ACHIEVEMENT PROGRAM | $1,000 | |
| ANDERSON CENTER | ||||||||
| 163 TOWER VIEW DRIVE | RED WING | MN | 55066 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $2,000 | |
| COFFEE HOUSE PRESS | ||||||||
| 79 13TH AVE SO SUITE 110 | MINNEAPOLIS | MN | 55413 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| CONGREGATIONS CARING FOR CREATION DBA MINNESOTA INTERFAITH POWER AND LIGHT | ||||||||
| 3333 N 4TH STREET | MINNEAPOLIS | MN | 55412 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| ERNEST C OBERHOLTZER FOUNDATION | ||||||||
| 818 THIRD AVE 305 | EXELSIOR | MN | 55331 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| FOR THE LOVE OF WATER | ||||||||
| 153 1/2 EAST FRONT STREET SUITE | TRAVERSE CITY | MI | 49684 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | 203C |
| FRESH ENERGY | ||||||||
| 408 ST PETER STREET SUITE 220 | ST PAUL | MN | 551021125 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| GRAYWOLF PRESS | ||||||||
| 250 THIRD AVE N SUITE 600 | MINNEAPOLIS | MN | 55401 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| GROWTH AND JUSTICE | ||||||||
| 2324 UNIVERSITY AVE W SUITE 120A | ST PAUL | MN | 55114 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $500 | |
| GUTHRIE THEATER FOUNDATION | ||||||||
| 818 S 2ND ST | MINNEAPOLIS | MN | 55415 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $3,500 | |
| LA CRUZ HABITAT PROTECTION | ||||||||
| 434 BOSTOCK ROAD | SHOKAN | NY | 11217 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| MILKWEED EDITIONS | ||||||||
| 1011 WASHINGTON AVE SO | MINNEAPOLIS | MN | 55411 | N/A | NO | METAMORPHOSIS CAPITAL CAMPAIGN | $1,000 | |
| MINNESOTA CENTER FOR BOOK ARTS | ||||||||
| 1011 WASHINGTON AVE S SUITE 100 | MINNEAPOLIS | MN | 55415 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| MINNPOST | ||||||||
| 900 6TH AVE SE SUITE 220 | MINNEAPOLIS | MN | 55414 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| PAGE EDUCATION FOUNDATION | ||||||||
| PO BOX 581254 | MINNEAPOLIS | MN | 55458 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,250 | |
| PENUMBRA THEATER | ||||||||
| 270 KENT STREET | ST PAUL | MN | 55102 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 1200 LAGOON AVE | MINNEAPOLIS | MN | 55408 | N/A | NO | CAMPAIGN TO CREATE A TWIN CITIES PLANNED PARENTHOOD CENTER | $2,000 | |
| PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA AND SOUTH DAKOTA | ||||||||
| 1200 LAGOON AVE | MINNEAPOLIS | MN | 55408 | N/A | NO | SUPPORT FOR THE ANNUAL FUND | $2,500 | |
| PLOUGHSHARES FUND | ||||||||
| FORT MASON CENTER B-330 | SAN FRANCISCO | CA | 94123 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| PLYMOUTH CONGREGATIONAL CHURCH | ||||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $4,000 | |
| RED DRAGONFLY PRESS | ||||||||
| 307 OXFORD ST | NORTHFIELD | MN | 55057 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $2,000 | |
| SAN FRANCISCO FILM SOCIETY | ||||||||
| 39 MESA ST STE 110 | SAN FRANCISCO | CA | 94129 | N/A | NO | PROJECT #1354 - ROBERT BLY: NEWS OF THE UNIVERSE | $2,000 | |
| SPRINGBOARD FOR THE ARTS | ||||||||
| 308 PRINCE ST SUITE 270 | ST PAUL | MN | 551011437 | N/A | NO | SUPPORT FOR HOLY COW! PRESS | $1,000 | |
| THE CIRCLE | ||||||||
| PO BOX 6026 | MINNEAPOLIS | MN | 55406 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $15,000 | |
| THE LOFT LITERARY CENTER | ||||||||
| 1011 WASHINGTON AVE S SUITE 200 | MINNEAPOLIS | MN | 55415 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $15,000 | |
| WATCH | ||||||||
| 608 2ND AVE SO NORTHSTAR EAST SUITE | MINNEAPOLIS | MN | 55402 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $15,000 | 465 |
| WILL STEGER FOUNDATION | ||||||||
| 2801 21ST AVE SO SUITE 127 | MINNEAPOLIS | MN | 55407 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| 350 ORG | ||||||||
| 20 JAY STREET STE 732 | BROOKLYN | NY | 11201 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET STE 500 | SAN FRANCISCO | CA | 94111 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| ECOLOGY ACTION OF SANTA CRUZ | ||||||||
| 877 CEDAR STREET STE 240 | SANTA CRUZ | CA | 95060 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $500 | |
| ECONOMIC OPPORTUNITY INSTITUTE | ||||||||
| 603 STEWART STREET STE 715 | SEATTLE | WA | 98101 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| EVERYTOWN GUN SAFETY SUPPORT FUND | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10017 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| FRIENDS OF THE BOUNDARY WATERS WILDERNESS | ||||||||
| 401 N 3RD STREET STE 290 | MINNEAPOLIS | MN | 55401 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $9,800 | |
| LEAGUE OF WOMEN VOTERS OF SEATTLE EDUCATION FUND | ||||||||
| 1620 18TH AVENUE STE 101 | SEATTLE | WA | 981227007 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $4,000 | |
| MN350 | ||||||||
| 2104 STEVENS AVENUE S | MINNEAPOLIS | MN | 55404 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $2,500 | |
| SANTA FE PREPARATORY SCHOOL | ||||||||
| 1101 CAMINO DE LA CRUZ BLANCA | SANTA FE | NM | 87505 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| SANTA FE TEEN ARTS CENTER | ||||||||
| 1614 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $3,000 | |
| SAVE OUR SHORES | ||||||||
| 345 LAKE AVENUE STE A | SANTA CRUZ | CA | 95062 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $800 | |
| THE DARROW SCHOOL | ||||||||
| 110 DARROW ROAD | NEW LEBANON | NY | 12125 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| THE INNOCENCE PROJECT | ||||||||
| 40 WORTH STREET STE 701 | NEW YORK | NY | 10013 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| THE LOPPET FOUNDATION INC | ||||||||
| 1301 THEODORE WIRTH PARKWAY | MINNEAPOLIS | MN | 55422 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,200 | |
| TIWAHE FOUNDATION | ||||||||
| 2801 21ST AVE S STE 132F | MINNEAPOLIS | MN | 55407 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| UC SANTA CRUZ FOUNDATION | ||||||||
| FRIENDS OF LONG ISLAND MARINE LAB | SANTA CRUZ | CA | 95060 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,200 | 100 SHAFFER ROAD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,122 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $252,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $285,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,638 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,892 | Amt |
| Net Investment Income | $946 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $946 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| POWERSHARES | $250,627 | $311,306 |
| SELECT SECTOR SPDR TRUST FINANCIAL SELECT SECTOR FUND | $143,978 | $148,032 |
| ISHARES US CONSUMER SERVICES ETF | $212,106 | $224,063 |
| PROSHARES TRUST | $430,286 | $424,330 |
| SELECT SECTOR SPDR TRUST INDUSTRIAL SELECT INDEX | $183,950 | $187,867 |
| POWERSHARES S&P SMALLCAP INFO TECH PORT | $118,812 | $119,185 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $97 | LegalFeesAmt |
| Net Investment Income | $48 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $9,877 | $4,934 | $4,933 |
| BANK FEE | $265 | $265 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRIVATE PHILANTHROPY SERVICE | CategoryTxt |
| Amt | $9,050 | Amt |
| Net Investment Income | $4,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,525 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2014 EXCISE TAX | $6,679 | $0 | $0 |
| 2015 ESTIMATED TAX | $6,800 | $0 | $0 |
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