NASH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NASH FOUNDATION (EIN 41-6019142)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201521349349102467
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T14:25:20-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416019142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Nash Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Ms Jennifer Nash Kochevar | InCareOfNm |
| Business Name Control | NASH | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8040 Belair Lane | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Eden Prairie | City |
| State | MN | State |
| ZIP Code | 55347 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Nash Kochevar | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 6128753751 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 6128753751 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,580,705 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $345 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $345 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,930 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,930 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $987,088 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,153,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $987,088 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,087,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,087,363 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,079 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,079 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $14,242 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,242 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,961 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $863 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,468 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,468 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,511 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $124 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,387 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,934 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,636 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $204,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $856,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,072,134 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $253,068 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $253,068 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $281,461 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $299,566 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $3,579,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,863,385 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $150,922 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $164,686 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,336,570 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $3,408,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,265,376 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,580,705 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,408,649 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,265,376 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,408,649 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,265,376 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,408,649 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,265,376 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,408,649 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $856,727 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,265,376 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,265,376 | 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 |
| Gross Sales Price | $4,153,284 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,166,196 | CostOrOtherBasisAmt |
| Gain Or Loss | $987,088 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $987,088 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $987,088 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $162,672 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,985,977 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040811 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $167,052 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,744,717 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04461 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $170,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,810,799 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04483 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $171,192 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,563,343 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048043 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $210,152 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,312,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063435 | DistributionYr5Rt |
| Total Distribution | 0.241729 | TotalDistributionRt |
| Average Distribution | 0.048346 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,361,141 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $210,844 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,721 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $221,565 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $204,309 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,443 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,443 | SubtotalAmt |
| Tax Based On Investment Income | $21,443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,269 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $30,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $37,269 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $15,826 | OverpaymentAmt |
| Applied To ES Tax | $15,826 | AppliedToESTaxAmt |
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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ms Jennifer Nash Kochevar | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6128753751 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8040 Belair Lane | AddressLine1 |
| City | Eden Prairie | City |
| State | MN | State |
| ZIP Code | 55347 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Steven Brautigam | ||||||
| 8040 Belair Lane | Eden Prairie | MN | 55347 | Board Member / Sec | 1.0 | $0 |
| William E Dietz III | ||||||
| 8040 Belair Lane | Eden Prairie | MN | 55347 | Board Member / Treas | 1.0 | $0 |
| Jennifer Nash Kochevar | ||||||
| 8040 Belair Lane | Eden Prairie | MN | 55347 | Pres / Board Member | 1.0 | $15,000 |
| Rebecca M Nash | ||||||
| 8040 Belair Lane | Eden Prairie | MN | 55347 | VP / Board Member | 1.0 | $0 |
| Gabrielle Atwood | ||||||
| 8040 Belair Lane | Eden Prairie | MN | 55347 | Board Member | 1.0 | $0 |
| Henry K Atwood | ||||||
| 8040 Belair Lane | Eden Prairie | MN | 55347 | Board Member | 1.0 | $79 |
| Michael Atwood | ||||||
| 8040 Belair Lane | Eden Prairie | MN | 55347 | Board Member | 1.0 | $0 |
| Judith Dietz | ||||||
| 8040 Belair Lane | Eden Prairie | MN | 55347 | Board Member | 1.0 | $0 |
| James W Norton | ||||||
| 8040 Belair Lane | Eden Prairie | MN | 55347 | Board Member | 1.0 | $0 |
| Montgomery E Schmitt | ||||||
| 8040 Belair Lane | Eden Prairie | MN | 55347 | Board Member | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,266,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,427,554 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,427,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,361,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,443 | TotalTaxAmt |
| Distributable Before Adj | $196,614 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $196,614 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $196,614 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $204,309 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $204,309 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $204,309 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $196,614 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $180,991 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $204,309 | QualifyingDistributionsAmt |
| Applied To Year1 | $180,991 | AppliedToYear1Amt |
| Applied To Current Year | $23,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $173,296 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 360 COMMUNITIES | |||||||
| 501 HWY 13 E STE 102 | BURNSVILLE | MN | 55337 | N/A | PC | Rosemount Family Resource Center | $4,000 |
| AAVI INC | |||||||
| 3310 US HWY 301 N | ELLENTON | FL | 34222 | N/A | PC | General & Unrestricted | $1,500 |
| AAVI INC | |||||||
| 3310 US HWY 301 N | ELLENTON | FL | 34222 | N/A | PC | Love Serves International Division | $1,500 |
| ALL DOG RESCUE INC | |||||||
| PO BOX 2072 | NATICK | MA | 01760 | N/A | PC | General & Unrestricted | $200 |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | David Hirschmann Scholarship Fund | $1,000 |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | School of International Service, David Hirschman Fund | $1,000 |
| ANIMAL HUMANE SOCIETY | |||||||
| 845 MEADOW LN N | MINNEAPOLIS | MN | 55422 | N/A | PC | General & Unrestricted | $200 |
| ANIMAL RESCUE MEDIA & EDUCATION | |||||||
| 4804 LAUREL CANYON BLVD 534 | VALLEY VILLAGE | CA | 91607 | N/A | PC | General & Unrestricted | $500 |
| ANIMAL RESCUE MEDIA & EDUCATION | |||||||
| 4804 LAUREL CANYON BLVD 534 | VALLEY VILLAGE | CA | 91607 | N/A | PC | Beagle Freedom Project | $200 |
| ANIMAL RESCUE MEDIA & EDUCATION | |||||||
| 4804 LAUREL CANYON BLVD 534 | VALLEY VILLAGE | CA | 91607 | N/A | PC | Volunteer Matching Grant | $1,200 |
| ASCENSION PLACE INC | |||||||
| 1803 BRYANT AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | St. Anne's Place Emergency Shelter and Aftercare Program | $4,000 |
| AUBURN MANOR | |||||||
| 501 N OAK ST | CHASKA | MN | 55318 | N/A | PC | Volunteer Matching Grant | $750 |
| BAR HARBOR FESTIVAL CORPORATION | |||||||
| 741 W END AVE NO 4-B | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $4,000 |
| BEDLAM THEATRE | |||||||
| 2637 27TH AVE | MINNEAPOLIS | MN | 55406 | N/A | PC | Fathers/Sons Program | $4,000 |
| BLAKE SCHOOL | |||||||
| 110 BLAKE RD S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $650 |
| CAMBRIDGE IN AMERICA | |||||||
| PO BOX 4511 - GRAND CENTRAL STA | NEW YORK | NY | 10163 | N/A | PC | King's College Choir Fund | $1,000 |
| CARVER SCOTT COUNTY HUMANE SOCIETY INC | |||||||
| PO BOX 215 | CHASKA | MN | 55318 | N/A | PC | General & Unrestricted | $1,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS INC | |||||||
| 666 BROADWAY FL 7 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $250 |
| CENTER SCHOOL INC DBA NAWAYEE CENTER SCHOOL | |||||||
| 2421 BLOOMINGTON AVE | MINNEAPOLIS | MN | 55404 | N/A | PC | Healthy Choices Program | $4,000 |
| CES OF MINNEAPOLIS | |||||||
| 1900 11TH AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | Somali Food Distribution Program | $4,000 |
| COMMUNITY PARTNERS WITH YOUTH | |||||||
| 1900 7TH ST NW | NEW BRIGHTON | MN | 55112 | N/A | PC | General Operating Support Fund | $4,000 |
| COOKIE CART | |||||||
| 1119 W BROADWAY AVE | MINNEAPOLIS | MN | 55411 | N/A | PC | General Operating Support Fund | $4,000 |
| COPPER STREET BRASS QUINTET NON PROFIT | |||||||
| 511 GROVELAND AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | General Operating Support Fund | $4,000 |
| DENVER PUBLIC LIBRARY FRIENDS FOUNDATION | |||||||
| 10 W 10TH AVE PKWY | DENVER | CO | 80204 | N/A | PC | Sam Gary Branch Fund | $1,000 |
| DO IT GREEN MINNESOTA | |||||||
| 920 E LAKE ST STE G11 | MINNEAPOLIS | MN | 55407 | N/A | PC | General Operating Support Fund | $2,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $100 |
| ENVIRONMENTAL INITIATIVE | |||||||
| 211 N 1ST ST STE 250 | MINNEAPOLIS | MN | 55401 | N/A | PC | General Operating Support Fund | $4,000 |
| FRESH ENERGY | |||||||
| 408 SAINT PETER ST STE 220 | SAINT PAUL | MN | 55102 | N/A | PC | General Operating Support Fund | $4,000 |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 222 SUTTER ST STE 500 | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $250 |
| GOVERNOR DUMMER ACADEMY | |||||||
| 1 ELM ST | BYFIELD | MA | 01922 | N/A | PC | General & Unrestricted | $250 |
| GRAND FORKS COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 5095 | GRAND FORKS | ND | 58206 | N/A | PC | General Operating Support Fund | $3,000 |
| GRAND FORKS COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 5095 | GRAND FORKS | ND | 58206 | N/A | PC | Historical Museum/Education Fund | $250 |
| GREAT RIVER GREENING | |||||||
| 35 WATER ST W STE 201 | SAINT PAUL | MN | 55107 | N/A | PC | General Operating Support Fund | $4,000 |
| HEARTS WITH HAITI INC | |||||||
| 27 HORNE ST | RALEIGH | NC | 27607 | N/A | PC | General & Unrestricted | $200 |
| HENNEPIN HISTORY MUSEUM | |||||||
| 2303 3RD AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General Operating Support Fund | $1,500 |
| HOBART AND WILLIAM SMITH COLLEGES | |||||||
| 615 S MAIN ST | GENEVA | NY | 14456 | N/A | PC | General & Unrestricted | $750 |
| JAWAAHIR DANCE COMPANY | |||||||
| 3010 MINNEHAHA AVE | MINNEAPOLIS | MN | 55406 | N/A | PC | General Operating Support Fund | $4,000 |
| JEREMIAH PROGRAM | |||||||
| 1510 LAUREL AVE STE 100 | MINNEAPOLIS | MN | 55403 | N/A | PC | General Operating Support Fund | $4,000 |
| JUNGLE FRIENDS PRIMATE SANCTUARY INC | |||||||
| 13915 N STATE RD 121 | GAINESVILLE | FL | 32653 | N/A | PC | General & Unrestricted | $200 |
| LOWER PHALEN CREEK PROJECT | |||||||
| 733 E 7TH ST | SAINT PAUL | MN | 55106 | N/A | PC | General Operating Support Fund | $4,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 115 BROADWAY 13TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $250 |
| MINNESOTA CENTER FOR BOOK ARTS | |||||||
| 1011 WASHINGTON AVE S STE 100 | MINNEAPOLIS | MN | 55415 | N/A | PC | General Operating Support Fund | $4,000 |
| MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCACY | |||||||
| 26 E EXCHANGE ST | ST PAUL | MN | 55101 | N/A | PC | General Operating Support Fund | $4,000 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR ST | SAINT PAUL | MN | 55101 | N/A | PC | General & Unrestricted | $50 |
| MINNESOTA STATE UNIVERSITY MANKATO FOUNDATION | |||||||
| 236 WIGLEY ADMINISTRATION CTR | MANKATO | MN | 56001 | N/A | PC | General & Unrestricted | $250 |
| MOGOLLON SPORTING ASSOCIATION INC | |||||||
| PO BOX 1662 | PAYSON | AZ | 85547 | N/A | PC | General & Unrestricted | $1,500 |
| MOGOLLON SPORTING ASSOCIATION INC | |||||||
| PO BOX 1662 | PAYSON | AZ | 85547 | N/A | PC | Volunteer Matching Grant | $500 |
| MYHEALTH FOR TEENS AND YOUNG ADULTS INC | |||||||
| 15 8TH AVE S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $250 |
| NATIONAL DANCE INSTITUTE NEW MEXICO INC | |||||||
| 1140 ALTO ST | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $1,000 |
| NORMANDALE EVANGELICAL LUTHERAN CHURCH OF EDINA | |||||||
| 6100 NORMANDALE RD | EDINA | MN | 55436 | N/A | PC | Center for Healing and Wholeness Program | $250 |
| PARENTING WITH PURPOSE | |||||||
| 7111 W BROADWAY AVE STE 206 | BROOKLYN PARK | MN | 55428 | N/A | PC | General Operating Support Fund | $4,000 |
| PEACE UNITED METHODIST CHURCH | |||||||
| 5050 HODGSON RD | SHOREVIEW | MN | 55126 | N/A | PC | OC Ministry Service Trip to Jamaica | $500 |
| PEOPLE PLUS | |||||||
| 35 UNION ST | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $250 |
| PEOPLE PLUS | |||||||
| 35 UNION ST | BRUNSWICK | ME | 04011 | N/A | PC | Volunteer Matching Grant | $480 |
| PILLSBURY UNITED COMMUNITIES | |||||||
| 414 S 8TH ST | MINNEAPOLIS | MN | 55404 | N/A | PC | Pillsbury House Theater | $4,000 |
| PIONEERS | |||||||
| 10123 WILLIAM CAREY DR | ORLANDO | FL | 32832 | N/A | PC | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD MINNESOTA N DAKOTA S DAkota | |||||||
| 671 VANDALIA ST | SAINT PAUL | MN | 55114 | N/A | PC | General Operating Support Fund | $4,000 |
| PROJECT SUCCESS-STUDENTS UNDERTAKING CREATIVE CONT | |||||||
| ONE GROVELAND TERRACE STE 300 | MINNEAPOLIS | MN | 55403 | N/A | PC | General Operating Support Fund | $4,000 |
| ROSENBERG FUND FOR CHILDREN INC | |||||||
| 116 PLEASANT ST STE 348 | EASTHAMPTON | MA | 01027 | N/A | PC | General & Unrestricted | $305 |
| SANDGLASS CENTER FOR PUPPETRY & THEATER RESEARCH | |||||||
| PO BOX 970 | PUTNEY | VT | 05346 | N/A | PC | General & Unrestricted | $200 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | General Operating Support Fund | $2,000 |
| SIMPSON HOUSING SERVICES INC | |||||||
| 2100 PILLSBURY AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $200 |
| SOUTHSIDE FAMILY NURTURING CENTER | |||||||
| 2448 18TH AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General Operating Support Fund | $4,000 |
| ST CROIX RIVER ASSOCIATION | |||||||
| PO BOX 655 | ST CROIX FLS | WI | 54024 | N/A | PC | General Operating Support Fund | $4,000 |
| TAPESTRY FOLKDANCE CENTER | |||||||
| 3748 MINNEHAHA AVE | MINNEAPOLIS | MN | 55406 | N/A | PC | General Operating Support Fund | $4,000 |
| TELOS PROJECT | |||||||
| PO BOX 3785 | SANTA ROSA | CA | 95402 | N/A | PC | Climate Protection Campaign | $200 |
| THE EMILY PROGRAM FOUNDATION | |||||||
| 2265 COMO AVE | ST PAUL | MN | 55108 | N/A | PC | General & Unrestricted | $600 |
| THINK NEW MEXICO | |||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $500 |
| TRUST FOR PUBLIC LAND | |||||||
| 2610 UNIVERSITY AVE STE 300 | ST PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $200 |
| TRUST FOR PUBLIC LAND | |||||||
| 2610 UNIVERSITY AVE STE 300 | ST PAUL | MN | 55114 | N/A | PC | General Operating Support Fund | $2,000 |
| TUBMAN | |||||||
| 4432 CHICAGO AVE S | MINNEAPOLIS | MN | 55407 | N/A | PC | Family Violence Shelter and Support Services Program | $4,000 |
| UNITED WAY OF SOUTHWEST COLORADO | |||||||
| PO BOX 3040 | DURANGO | CO | 81302 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF NORTH DAKOTA FOUNDATION | |||||||
| PO BOX 8157 | GRAND FORKS | ND | 58202 | N/A | PC | Chester Fritz Special Collections Project | $400 |
| UNIVERSITY OF NORTH DAKOTA FOUNDATION | |||||||
| PO BOX 8157 | GRAND FORKS | ND | 58202 | N/A | PC | Processing Nash-Finch Historical Documents Project | $2,000 |
| UPSTREAM ARTS | |||||||
| 3501 CHICAGO AVE 5 | MINNEAPOLIS | MN | 55407 | N/A | PC | Arts Residencies in Special Education Classrooms Project | $4,000 |
| VALLECITOS MOUNTAIN REFUGE | |||||||
| PO BOX 4433 | SANTA FE | NM | 87502 | N/A | PC | General & Unrestricted | $840 |
| VALLECITOS MOUNTAIN REFUGE | |||||||
| PO BOX 4433 | SANTA FE | NM | 87502 | N/A | PC | Volunteer Matching Grant | $1,000 |
| VEAP INC | |||||||
| 9600 ALDRICH AVE S | BLOOMINGTON | MN | 55420 | N/A | PC | General & Unrestricted | $250 |
| VOYAGEURS NATIONAL PARK ASSOCIATION | |||||||
| 126 N 3RD ST STE 400 | MINNEAPOLIS | MN | 55401 | N/A | PC | General & Unrestricted | $200 |
| WASATCH ACADEMY | |||||||
| 120 S 100 W | MT PLEASANT | UT | 84647 | N/A | PC | General & Unrestricted | $250 |
| WAYZATA HISTORICAL SOCIETY | |||||||
| 402 LAKE ST E | WAYZATA | MN | 55391 | N/A | PC | General Operating Support Fund | $1,500 |
| WILDERNESS INQUIRY INC | |||||||
| 808 14TH AVE SE | MINNEAPOLIS | MN | 55414 | N/A | PC | Urban Wilderness Canoe Adventures Program | $4,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | General & Unrestricted | $600 |
| WILLOWIND THERAPEUTIC RIDING CENTER INC | |||||||
| 1140 STATE HWY 3 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $3,000 |
| WINDSOR PUBLIC LIBRARY | |||||||
| 43 STATE ST | WINDSOR | VT | 05089 | N/A | PC | General & Unrestricted | $200 |
| WOMENS ADVOCATES INC | |||||||
| 584 GRAND AVE | SAINT PAUL | MN | 55102 | N/A | PC | General Operating Support Fund | $4,000 |
| WORCESTER COUNTY FOOD BANK INC | |||||||
| 474 BOSTON TPKE | SHREWSBURY | MA | 01545 | N/A | PC | General & Unrestricted | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,375 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,930 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $987,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,087,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,087,363 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Henry K Atwood | PersonNm |
| Short Explanation | * Removed from foundation on 5/30/14. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BMW BANK NO AMERI - 01.20% - 1 | $50,000 | $50,515 |
| JPMORGAN CHASE & CO SR NT - 6. | $50,072 | $57,256 |
| NUCOR CORP - 5.750% - 12/01/20 | $50,850 | $56,915 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $853,483 | $925,617 |
| SCHWAB US BROAD MARKET | $2,360,403 | $2,564,711 |
| USD SCHWAB US AGGREGATE BOND | $366,039 | $373,057 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $203,308 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $222,254 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $78,153 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $77,312 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $16,634 | $16,634 | |
| Administrative Set-Up Fee | $7,500 | $7,500 | |
| Bank Charges | $124 | $124 | |
| Foundation Dues & Memberships | $1,020 | $1,020 | |
| Office Supplies | $110 | $110 | |
| Website Hosting/Support | $123 | $123 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $14,242 | Amt |
| Net Investment Income | $14,242 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2014 | $2,098 | |
| 990-PF Excise Tax for 2012 | $9,000 | |
| Foreign Tax Paid | $863 | $863 |
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