THOMAS E & EDNA D CARPENTER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS E & EDNA D CARPENTER FOUNDATION (EIN 23-7275337)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-02-10
- IRS object ID
- 201510419349100006
- Schema version
- 2013v4.0
- 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
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-10T11:00:29-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411620961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS KISCH & ASSOCIATES LTD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 SOUTH FRONTAGE ROAD SUITE 1 | AddressLine1 |
| City | HASTINGS | City |
| State | MN | State |
| ZIP Code | 550332489 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237275337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS E & EDNA D CARPENTER | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 6514374359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 ST CROIX TRAIL SOUTH | AddressLine1 |
| City | HASTINGS | City |
| State | MN | State |
| ZIP Code | 55033 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER VIETH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6514374359 | PhoneNum |
| Signature | 2014-12-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER A SCHUTZ | PreparerPersonNm |
| PTIN | P00327021 | PTIN |
| Phone | 6514373356 | PhoneNum |
| Preparation | 2015-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,643,317 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $596,477 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $34,615 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $34,615 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $34,615 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $34,615 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $122,338 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $164,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,338 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $88,560 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $88,560 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $88,560 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,769 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $5,769 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $847,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,956 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $128,947 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $22,047 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,203 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $320,138 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,007 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $128,327 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $175,804 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,160 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,558 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $12,490 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,112 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,677 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $4,505 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,172 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $4,135 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,665 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $757 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $319 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $438 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $113,945 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $49,476 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $20,876 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,600 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $16 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $293,886 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,888 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $134,648 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $123,350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $884,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,203 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $327,363 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $387,365 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $884,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,203 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $327,363 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $387,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,753 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,659 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,659 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $5,188 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $6,474 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $5,188 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $5,188 | PledgesRcvblEOYFMVAmt |
| Inventories BOY | $4,974 | InventoriesBOYAmt |
| Inventories EOY | $1,944 | InventoriesEOYAmt |
| Inventories EOYFMV | $1,944 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $28,298 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $32,203 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $32,203 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $5,083,933 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,577,323 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,577,323 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,917,171 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,927,282 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,061,139 | LandBOYAmt |
| Land EOY | $3,989,889 | LandEOYAmt |
| Land EOYFMV | $10,000,000 | LandEOYFMVAmt |
| Total Assets BOY | $9,228,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,633,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,643,317 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $57,251 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $39,902 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $57,251 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,902 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,569,534 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,966,157 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $220,780 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $246,189 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $380,593 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $380,958 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,170,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,593,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,228,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,633,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,170,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | $459,511 | OtherIncreasesAmt |
| Subtotal | $9,593,304 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,593,304 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-08-01 | AcquiredDt |
| Sold | 2014-09-30 | SoldDt |
| Gross Sales Price | $164,306 | GrossSalesPriceAmt |
| Cost Or Other Basis | $41,968 | CostOrOtherBasisAmt |
| Gain Or Loss | $122,338 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $122,338 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,338 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1987-03-30 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
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 |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARPENTERNATURECENTER.ORG | WebsiteAddressTxt |
| Individual With Books | LINDA POLGLASE | IndividualWithBooksNm |
| Phone | 6514374359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 ST CROIX TRAIL S | AddressLine1 |
| City | HASTINGS | City |
| State | MN | State |
| ZIP Code | 55033 | ZIPCode |
| 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 (20 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GORDON BAILEY JR | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VICKIE BATROOT | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JAMES FREUND | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TREASURER | 2.00 | $0 | $0 | $0 |
| JAY GRIGGS | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GARY GRISWOLD | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAN BAASEN | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DON KERN | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CURT MAGES | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DENNY MCNAMARA | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVE MESSICK | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | PAST PRES | 1.00 | $0 | $0 | $0 |
| LAURIE BAUER | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALLEN MOST | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TIM POWER | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | V PRESIDENT | 2.00 | $0 | $0 | $0 |
| SARAH NEITZ | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN TINUCCI | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES FITZPATRICK | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | EMERITUS ED | 3.00 | $0 | $0 | $0 |
| COLLEEN MORAN | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TROY WEATHERS | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAUL JESKE | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER VIETH | ||||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | EXEC DIR | 40.00 | $55,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SERVED MORE THAN 25,000 VISITORS TO PROGRAMS AND HIKES, AND PUBLISHED 3 NEWSLETTERS. | Description1Txt |
| Expenses1 | $658,764 | Expenses1Amt |
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 | $5,330,628 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,298,128 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,663,756 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,663,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,548,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $377,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $387,365 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $387,365 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $387,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $387,365 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $387,365 | RemainingDistriFromCorpusAmt |
| Total Corpus | $387,365 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1987-03-31 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year3 | $120,204 | Year3Amt |
| Total | $120,204 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $102,173 | Year3Amt |
| Total | $102,173 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $387,365 | CurrentYearAmt |
| Year1 | $369,705 | Year1Amt |
| Year2 | $385,472 | Year2Amt |
| Year3 | $626,391 | Year3Amt |
| Total | $1,768,933 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $387,365 | CurrentYearAmt |
| Year1 | $369,705 | Year1Amt |
| Year2 | $385,472 | Year2Amt |
| Year3 | $626,391 | Year3Amt |
| Total | $1,768,933 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $251,627 | CurrentYearAmt |
| Year1 | $234,612 | Year1Amt |
| Year2 | $349,709 | Year2Amt |
| Year3 | $356,792 | Year3Amt |
| Total | $1,192,740 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $34,615 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $122,338 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $88,560 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Related Or Exempt Function Incm | $5,769 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $216,667 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $251,285 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | THE INCOME HEIGHTENS THE PUBLIC'S AWARENESS AND PROVIDES FUNDING FOR ACTIVITIES AND PROGRAMS |
| 10 | THE SALE OF THE NATURE CENTER'S MERCHANDISE HEIGHTENS THE PUBLIC'S AWARENESS OF THE CENTER'S ACTIVITIES AND PROGRAMS |
| 11B | PROVIDES INCOME FOR ACTIVITIES AND PROGRAMS |
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 (13 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ANDERSON CORPORATE FOUNDATION | |||||||
| 1 | 342 FIFTH AVENUE NORTH | BAYPORT | MN | 55003 | $17,000 | Yes (X) | |
| FLINT HILLS RESOURCES | |||||||
| 7 | PO BOX 2917 | WICHITA | KS | 67201 | $13,000 | Yes (X) | |
| FRED C KATHERIN B ANDERSON FOUN | |||||||
| 13 | PO BOX 80 | BAYPORT | MN | 55003 | $55,000 | Yes (X) | |
| HARDENBERGH FOUNDATION | |||||||
| 2 | 5959 CENTERVILLE ROAD | SAINT PAUL | MN | 55127 | $5,000 | Yes (X) | |
| HUGH J ANDERSEN FOUNDATION | |||||||
| 8 | 342 5TH AVE N STE 200 | BAYPORT | MN | 55003 | $9,500 | Yes (X) | |
| GERTRUDE SHIELY CHARITABLE TRUST | |||||||
| 3 | PO BOX 64713 | SAINT PAUL | MN | 551640713 | $8,000 | Yes (X) | |
| HUSS FOUNDATION | |||||||
| 9 | 332 MINNESOTA ST | ST PAUL | MN | 55101 | $50,000 | Yes (X) | STE W 3070 |
| 3M | |||||||
| 4 | 2501 HUDSON ROAD | ST PAUL | MN | 55144 | $15,000 | Yes (X) | |
| ROSSO CHARITABLE GIVING FUND | |||||||
| 10 | PO BOX 83107 | LINCOLN | NE | 68501 | $10,000 | Yes (X) | |
| GORDON AND MARGARET BAILEY FDN | |||||||
| 5 | 1380 CORPORATE CENTER STE 317 | EAGAN | MN | 55121 | $5,000 | Yes (X) | |
| AL LAURIE HEIN TRUST | |||||||
| 11 | 330 NORTH COVE ROAD | HUDSON | WI | 54016 | $25,000 | Yes (X) | |
| MARGARET RIVERS FUND | |||||||
| 6 | PO BOX 197 | STILLWATER | MN | 55082 | $15,000 | Yes (X) | |
| JAMES AND JUDITH FREUND | |||||||
| 12 | COVE ROAD | HUDSON | WI | 54016 | $50,000 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $9,800 | Amt |
| Adjusted Net Income | $4,135 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,665 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (20 entries)
| GORDON BAILEY JR |
| VICKIE BATROOT |
| JAMES FREUND |
| JAY GRIGGS |
| GARY GRISWOLD |
| DAN BAASEN |
| DON KERN |
| CURT MAGES |
| DENNY MCNAMARA |
| STEVE MESSICK |
| LAURIE BAUER |
| ALLEN MOST |
| TIM POWER |
| SARAH NEITZ |
| JOHN TINUCCI |
| JAMES FITZPATRICK |
| COLLEEN MORAN |
| TROY WEATHERS |
| PAUL JESKE |
| JENNIFER VIETH |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $113,945 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | PURCHASE | HowAcquiredTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCVF | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,577,323 | BookValueAmt |
| EOYFMV | $5,577,323 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $5,917,171 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,927,282 | AccumulatedDepreciationAmt |
| Book Value | $3,989,889 | BookValueAmt |
| EOYFMV | $10,000,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $10,677 | LegalFeesAmt |
| Adjusted Net Income | $4,505 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,172 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK AND CREDIT CARD FEES | $4,801 | $2,026 | $2,775 | |
| INSURANCE | $81,150 | $32,529 | $44,563 | $4,058 |
| OTHER OPERATING EXPENSES | $28,573 | $12,056 | $16,517 | |
| NEWSLETTER | $3,904 | $1,647 | $2,257 | |
| FUNDRAISING EXPENSES | $43,664 | $43,664 | ||
| MAINTENANCE | $33,442 | $14,111 | $19,331 | |
| PROGRAM EXPENSES | $24,887 | $10,501 | $14,386 | |
| OFFICE EXPENSE | $8,064 | $3,403 | $4,661 | |
| OFFICE TECHNOLOGY | $3,639 | $1,535 | $2,104 | |
| POSTAGE | $3,991 | $1,684 | $2,307 | |
| SECURITY | $4,712 | $1,988 | $2,724 | |
| TELEPHONE | $8,268 | $3,489 | $4,779 | |
| MAINTENANCE SUPPLIES | $5,099 | $2,151 | $2,948 | |
| INVESTMENT FEES | $38,746 | $2,918 | $3,998 | $31,830 |
| FIRE REPAIRS AND MAINTENANCE | $946 | $946 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $5,769 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,769 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $459,511 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $757 | Amt |
| Adjusted Net Income | $319 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $438 | DisbursementsCharitablePrpsAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp (2 entries)
| CategoryCategoryTxt | Gross SalesGrossSalesAmt | NetNetAmt |
|---|---|---|
| ORCHARD INCOME | $87,197 | $87,197 |
| NATURE CENTER ITEMS | $1,363 | $1,363 |
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