WATTS FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WATTS FAMILY FOUNDATION (EIN 71-0882769)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201501349349100045
Schema version
2014v5.0
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)
Return2015-05-14T09:31:58-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE CHRISTOPHERSONPreparerPersonNm
PTINP00432826PTIN
Phone5072883277PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$796,024FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$22,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$18,860DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,860DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,781NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$93,989GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,781CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$92,641TotalRevAndExpnssAmt
Total Net Invst Incm$70,641TotalNetInvstIncmAmt
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$1,025AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,939OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$737TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$95OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,796TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,470ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,470ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,266TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,470TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$31,375ExcessRevenueOverExpensesAmt
Net Investment Income$70,641NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,555SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$343SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$343SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$781,142OtherInvestmentsBOYAmt
Other Investments EOY$795,681OtherInvestmentsEOYAmt
Other Investments EOYFMV$795,681OtherInvestmentsEOYFMVAmt
Total Assets BOY$792,697TotalAssetsBOYAmt
Total Assets EOY$796,024TotalAssetsEOYAmt
Total Assets EOYFMV$796,024TotalAssetsEOYFMVAmt
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$792,697RetainedEarningBOYAmt
Retained Earning EOY$796,024RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$792,697TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$796,024TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$792,697TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$796,024TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$792,697TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$31,375ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$824,072SubtotalAmt
Other Decreases$28,048OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$796,024TotNetAstOrFundBalancesEOYAmt

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 AP2003-06-252014-06-20$10,000$6,118$3,882$3,882
ALLIANZGI NFJ SMALL CAP VALUE FUNDP2003-03-252014-04-24$9,982$6,599$3,383$3,383
JP MORGAN MID CAP VALUE FUND CLASS AP2003-08-252014-04-24$20,000$11,229$8,771$8,771
ING GLOBAL REAL ESTATE FUND CLASS AP2008-11-042014-04-24$16,247$11,009$5,238$5,238
XCEL ENERGY INC COMP2008-11-042014-04-24$12,586$7,253$5,333$5,333
CAPITAL GAINS DIVIDENDSP$25,174$25,174$25,174
FieldValueIRS element (for citing)
Capital Gain Net Income$51,781CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$43,088AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$731,963NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058866DistributionYr1Rt
Adjusted Qlfy Distri Yr2$33,920AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$653,417NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051912DistributionYr2Rt
Adjusted Qlfy Distri Yr3$35,070AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$637,176NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055040DistributionYr3Rt
Adjusted Qlfy Distri Yr4$33,230AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$620,508NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053553DistributionYr4Rt
Adjusted Qlfy Distri Yr5$32,220AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$540,127NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059653DistributionYr5Rt
Total Distribution0.279024TotalDistributionRt
Average Distribution0.055805AverageDistributionRt
Net Vl Noncharitable Assets$782,446NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,664AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$706NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$44,370AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$51,470QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$706InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$706SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$706TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Tax Due$206TaxDueAmt

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$788,412AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,949AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$794,361TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$794,361AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,915CashDeemedCharitableAmt
Net Vl Noncharitable Assets$782,446NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,122MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,122MinimumInvestmentReturnAmt
Tax Based On Investment Income$706TaxBasedOnInvestmentIncomeAmt
Total Tax$706TotalTaxAmt
Distributable Before Adj$38,416DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$38,416DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$38,416DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,470ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$51,470QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$706PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,764AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,416DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,407ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,404ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,530ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,591ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,454ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,386TotalExcessDistributionCyovAmt
Qualifying Distributions$51,470QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,416AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,054RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$33,440TotalCorpusAmt
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$5,407ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,033ExcessDistriCyovToNextYrAmt
Excess From Year4$2,404ExcessFromYear4Amt
Excess From Year3$3,530ExcessFromYear3Amt
Excess From Year2$1,591ExcessFromYear2Amt
Excess From Year1$7,454ExcessFromYear1Amt
Excess From Current Year$13,054ExcessFromCurrentYearAmt

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$100
AMERICAN HELPER
13565 HENNA AVEAPPLE VALLEYMN55124NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$3,600
ARC
903 W CENTER STROCHESTERMN55902NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$300
BEAR CREEK SERVICES
3108 HWY 52 NROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$100
BETHEL UNIVERSITY
3900 BETHEL DRST PAULMN55112NONENON-PROFIT UNIVERSITGENERAL SUPPORT$8,000
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRORLANDOFL32832NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$6,760
CHANNEL ONE
131 35TH ST SEROCHESTERMN55904NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$200
CHRIST COMMUNITY CHURCH
4400 55TH ST NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$10,700
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS RDKANSAS CITYMO64129NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$9,500
FOCUS ON THE FAMILY
STREET ADDRESS NOT REQUIREDCOLORADO SPRINGSCO80995NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$1,700
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAR72202NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$50
HUGS FOR HUNTER
4508 MANORBROOK DR NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$50
MISSION OF MERCY
15475 GLENEAGLE DRCOLORADO SPRINGSCO80921NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$660
MN ADULT & TEEN CHALLENGE
1530 ASSISI DR NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$7,750
NEW LIFE FAMILY SERVICES
902 N BROADWAYROCHESTERMN55906NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$100
SAMARITAN'S PURSE INTERNATIONAL RELIEF
PO BOX 3000BOONENC28607NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$100
SOUTHWEST COMMUNITY CHURCH
77701 FRED WARING DRINDIAN WELLSCA92210NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$1,000
SPECIAL OLYMPICS OF MN
100 WASHINGTON AVE SMINNEAPOLISMN55401NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$200
STEVE & JUDITH KIRK
944 16 1/4 ST SEROCHESTERMN55904NONEOTHER PUBLIC CHARITYADOPTION ASSISTANCE$500
YOUNG LIFE
2816 MERRIHILLS DR SWROCHESTERMN55902NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,470TotalGrantOrContriPdDurYrAmt
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$18,860ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,781ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$70,641ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,641TotalIncomeProducingActyAmt

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 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$22,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$1,025Amt
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$795,681BookValueAmt
EOYFMV$795,681EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED DECREASE IN FMV OF ASSETSDesc
Amt$28,048Amt

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$70$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$7,939Amt
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$115$0$0
2014 FEDERAL TAX PAID$622$0$0

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