CARR FAM FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARR FAM FOUNDATION (EIN 32-6182936)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201501359349102435
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T12:40:37-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410978542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN & BROBST PLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 548 | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326182936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARR | BusinessNameControlTxt |
| Phone | 5075322291 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1215 | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHYLLIS V CARR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5075322291 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY EVENSTAD CPA | PreparerPersonNm |
| PTIN | P00121807 | PTIN |
| Phone | 5075325735 | PhoneNum |
| Preparation | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,143,634 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $618,353 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,563 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,328 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $230,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,328 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $660,246 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,893 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $545 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $545 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $432 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $432 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,002 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $548,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $548,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $549,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,002 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $548,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,204 | CashBOYAmt |
| Cash EOY | $94,734 | CashEOYAmt |
| Cash EOYFMV | $94,734 | CashEOYFMVAmt |
| Corporate Stock BOY | $669,977 | CorporateStockBOYAmt |
| Corporate Stock EOY | $682,373 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $911,525 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $118,700 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $127,168 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $137,375 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $793,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $904,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,143,634 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $793,881 | UnrestrictedBOYAmt |
| Unrestricted EOY | $904,275 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $793,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $904,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $793,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $904,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $793,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,394 | ExcessRevenueOverExpensesAmt |
| Subtotal | $904,275 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $904,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 37.54 SHARES MEDTRONIC | P | 2014-07-05 | 2014-10-30 | $2,583 | $2,298 | $285 | $285 |
| 125 PHILLIP MORRIS INC | P | 2012-06-01 | 2014-03-28 | $10,118 | $10,390 | -$272 | -$272 |
| 3133 SHARES MEDTRONIC | P | 2008-05-01 | 2014-10-30 | $213,083 | $203,479 | $9,604 | $9,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,328 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $285 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $120,294 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $842,604 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.142765 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,099 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $626,505 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028889 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $43,013 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 0.171654 | TotalDistributionRt |
| Average Distribution | 0.085827 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,074,429 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,215 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $409 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,624 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $548,850 | 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 | $409 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $409 | SubtotalAmt |
| Tax Based On Investment Income | $409 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $409 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KATHY BARTZ | IndividualWithBooksNm |
| Phone | 5075322291 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HIGHWAY 59 NORTH | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT L CARR | ||||||||
| PO BOX 409 | MARSHALL | MN | 56258 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PHYLLIS V CARR | ||||||||
| PO BOX 409 | MARSHALL | MN | 56258 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $908,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $130,454 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,090,791 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,090,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,074,429 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $409 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $409 | TotalTaxAmt |
| Distributable Before Adj | $53,312 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,312 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,312 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $548,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $548,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $409 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $548,441 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,312 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $63,988 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,988 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $548,850 | QualifyingDistributionsAmt |
| Applied To Current Year | $53,312 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $495,538 | RemainingDistriFromCorpusAmt |
| Total Corpus | $559,526 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $559,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $63,988 | ExcessFromYear1Amt |
| Excess From Current Year | $495,538 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOUSE OF HOPE MINNESOTA INC | |||||||
| 1302 PINEHURST | MARSHALL | MN | 56258 | NONE | 501-C(3) | RESIDENTIAL GROUP HOME FOR GIRLS | $5,000 |
| FELLOWSHIP FOR CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | 501-(C)3 | PROVIDE SCHOLARSHIPS FOR LOCAL YOUTH | $100 |
| PRIDE IN THE TIGER FOUNDATION | |||||||
| 400 TIGER DRIVE | MARSHALL | MN | 56258 | NONE | 501-(C)3 | PROVIDE 5 SCHOLARSHIPS TO STUDENTS | $12,500 |
| MARSHALL AREA CHRISTIAN SCHOOL | |||||||
| 601 E COLLEGE DRIVE | MARSHALL | MN | 56258 | NONE | 501-C-3 | EDUCATION | $250 |
| SW MN INITIATIVE FOUNDATION | |||||||
| 15 3RD AVENUE NW | HUTCHINSON | MN | 55350 | NONE | 501-C-3 | CHARITABLE ACTIVITIES | $1,000 |
| MARSHALL LYON COUNTY LIBRARY FOUNDA | |||||||
| 201 C STREET | MARSHALL | MN | 56258 | NONE | 501-C-3 | CONSTRUCT CHILDRENS WING | $530,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $548,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,563 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,328 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,893 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,893 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT L CARR | |||||||
| 1 | PO BOX 409 | MARSHALL | MN | 56258 | $583,927 | Yes (X) | Yes (X) |
| PHYLLIS V CARR | |||||||
| 2 | PO BOX 409 | MARSHALL | MN | 56258 | $34,426 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2711 SHARES MEDTRONIC INC | $171,351 | 2014-10-06 |
| 2 | 460 SHARES MEDTRONIC INC | $34,426 | 2014-12-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $545 | Amt |
| Net Investment Income | $545 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,768 BEST BUY | $160,394 | $224,839 |
| 2,475 CSX CORP | $54,015 | $89,692 |
| 775 CVS CAREMARK | $34,316 | $74,640 |
| 780 CHEVRON CORP | $82,692 | $87,455 |
| 839 FASTENAL CORP | $36,462 | $39,896 |
| 2,394 FREEPORT MCMORAN | $91,612 | $55,907 |
| 3,425 GENERAL ELECTRIC | $57,315 | $86,546 |
| 2,585 ELI LILLY | $106,538 | $178,341 |
| 443 NORFOLK SOUTHERN | $32,667 | $48,566 |
| 315 PHILLIP MORRIS | $26,362 | $25,643 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MAINSTAYMUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $127,168 | BookValueAmt |
| EOYFMV | $137,375 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| STATE FILING FEES | $25 | $25 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L CARR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 409 | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IRS | $391 | $391 |
| FOREIGN TAX PAID | $41 | $41 |
Comments