EAGLE AND THE HAWK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EAGLE AND THE HAWK FOUNDATION (EIN 41-1856926)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-03
- IRS object ID
- 201522469349100007
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-03T14:10:51-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411834878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR OAK GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 S HWY 100 PARKDALE 426 | AddressLine1Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | 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 | 411856926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EAGLE AND THE HAWK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAGL | BusinessNameControlTxt |
| Phone | 9525121165 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 S HWY 100 PARKDALE PLAZA NO | AddressLine1Txt |
| Address Line2 | 426 | AddressLine2Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES HARTWELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9525121165 | PhoneNum |
| Signature | 2015-09-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01084498 | PTIN |
| 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 | $3,968,096 | 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 | $190,106 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,234 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,234 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,257 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,257 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,992 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $122,992 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $95,824 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,239 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $496,413 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $206,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,151 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,151 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,992 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,967 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,263 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,263 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $505 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $274,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,358 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $529 | CashBOYAmt |
| Cash EOY | $1,024 | CashEOYAmt |
| Cash EOYFMV | $1,024 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $603,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $679,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $679,356 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,089,284 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,286,576 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,287,716 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,692,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,966,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,968,096 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,472,688 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,472,688 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,220,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,494,268 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,692,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,966,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,692,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,966,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,692,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $274,052 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,966,956 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,966,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| LARGE CAP CORE | P | $22,441 | $22,441 |
| LARGE CAP CORE | P | $74,404 | $74,404 |
| POCKET LLC | P | $787 | $787 |
| POCKET LLC | P | $13,691 | $13,691 |
| POCKET LLC | P | $2,462 | $2,462 |
| POCKET LLC | P | $9,207 | $9,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,992 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $154,825 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,468,571 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044637 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $142,218 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,032,135 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046904 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $107,561 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,813,634 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038228 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,385 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,363,319 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044169 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $116,661 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,090,045 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055817 | DistributionYr5Rt |
| Total Distribution | 0.229755 | TotalDistributionRt |
| Average Distribution | 0.045951 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,839,202 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $176,415 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,584 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,999 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $168,475 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,167 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,167 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,029 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,029 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,862 | OverpaymentAmt |
| Applied To ES Tax | $10,862 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES BELL HARTWELL | IndividualWithBooksNm |
| Phone | 9525121165 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 S HWY 100 STE 426 | AddressLine1Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES BELL HARTWELL | ||||||||
| 1660 SHWY 100 STE 426 | ST LOUIS PARK | MN | 55416 | CHIEF EXECUTIVE OFFICER | 0.00 | $0 | $0 | $0 |
| MAUREEN PELTON | ||||||||
| 1660 SHWY 100 STE 426 | ST LOUIS PARK | MN | 55416 | CHIEF FINANCIAL OFFICER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,304,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $593,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,897,667 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,897,667 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,839,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,167 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,167 | TotalTaxAmt |
| Distributable Before Adj | $188,793 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $188,793 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $188,793 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $168,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $168,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,793 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,688 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,688 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,787 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $66,006 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES BELL HARTWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 S HWY 100 PARKDALE PLAZA SUITE | AddressLine1Txt |
| Address Line2 | 426 | AddressLine2Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9525121165 | RecipientPhoneNum |
| Form And Info And Materials | PAST AND PRESENT INFORMATION ABOUT THE APPLICANT, BUDGET, PROJECTIONS, USE OF FUNDS, OTHER FUND RAISING EFFORTS, TAX EXEMPTION LETTER, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UW HUMOROLOGY | ||||||
| 333 EAST CAMPUS MALL | MADISON | WI | 53715 | PUBLIC CHARITY | STUDENT SERVICE ORGANIZATION | $500 |
| V-DAY | ||||||
| 111 EAST 14TH STREET - SUITE 188 | NEW YORK | NY | 10003 | PUBLIC CHARITY | WORLDWIDE ACTIVIST MOVEMENT TO END VIOLENCE AGAINST WOMEN AND GIRLS | $200 |
| BOYS AND GIRLS CLUB | ||||||
| 690 JACKSON STREET | ST PAUL | MN | 55130 | PUBLIC CHARITY | ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL | $100 |
| WILDCAT SANCTUARY | ||||||
| PO BOX 314 | SANDSTONE | MN | 55072 | PUBLIC CHARITY | NATURAL SANCTUARY TO WILD CATS | $6,000 |
| WATCH | ||||||
| 608 SECOND AVENUE SOUTH | MINNEAPOLIS | MN | 55402 | PUBLIC CHARITY | MISSION IS TO MAKE JUSTICE SYSTEM EFFECTIVE | $1,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | PUBLIC CHARITY | EDUCATION | $5,000 |
| SECONDHAND HOUNDS | ||||||
| 4340 SHADY OAK ROAD | HOPKINS | MN | 55343 | PUBLIC CHARITY | ANIMAL RESCUE | $2,000 |
| PROJECT FOR PRIDE IN LIVING | ||||||
| 1035 EAST FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | PUBLIC CHARITY | DEDICATED TO ENPOWERING LOW-INCOME PEOPLE TO BECOME SELF-RELIANT THROUGH INTEGRATED SERVICES | $2,000 |
| ALLINA ASSOICATED FOUNDATION (PENNY GEORGE INSTITUTE) | ||||||
| PO BOX 43 | MINNEAPOLIS | MN | 554400043 | PUBLIC CHARITY | RAISES STEWARDS AND DISBURSES FUNDS FOR THE BENEFIT OF ABBOTT NORTHWESTERN HOSPITAL | $21,000 |
| ACADEMY FOR THE LOVE OF LEARNING | ||||||
| 133 SETON VILLAGE ROAD | SANTA FE | NM | 87508 | PUBLIC CHARITY | OPTIMAL HEALTH AND HEALING | $4,800 |
| CAPE ELEUTHRA FOUNDATION | ||||||
| ISS PO BOX 5910 | PRINCETON | NJ | 08543 | PUBLIC CHARITY | SUPPORTS FUTURE LEADERS BY HELPING THEM REALIZE THEIR POTENTIAL | $500 |
| CENTER FOR INVESTIGATING HEALTHY MINDS | ||||||
| UNIV WI FOUNDATION | MILWAUKEE | WI | 53278 | PUBLIC CHARITY | HEALTHY MINDS | $5,000 |
| BLAKE SCHOOL | ||||||
| 110 BLAKE ROAD SOUTH | HOPKINS | MN | 55343 | PUBLIC CHARITY | EDUCATION | $2,500 |
| BOLDER OPTIONS | ||||||
| 2100 STEVENS AVENUE | MINNEAPOLIS | MN | 55404 | PUBLIC CHARITY | HEALTHY YOUTH DEVELOPMENT | $1,000 |
| DOLPHIN RESEARCH CENTER | ||||||
| 58901 OVERSEAS HWY | GRASSY KEY | FL | 330506019 | PUBLIC CHARITY | PROMOTES PEACE, COEXISTENCE AND COMMUNITY BETWEEN MAMMALS AND HUMANS | $2,000 |
| BROWN UNIVERSITY | ||||||
| 110 ELM STREET | PROVIDENCE | RI | 02912 | PUBLIC CHARITY | EDUCATION | $5,000 |
| FAIRVOTE MINNESOTA | ||||||
| PO BOX 19440 | MINNEAPOLIS | MN | 554190440 | PUBLIC CHARITY | PUBLIC EDUCATION | $2,000 |
| HOLISTIC LIFE FOUNDATION | ||||||
| 2008 N SMALLWOOD ST | BALTIMORE | MD | 21216 | PUBLIC CHARITY | HOLISTIC LIFE MIND | $10,000 |
| MICRO GRANTS | ||||||
| 1035 FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | PUBLIC CHARITY | FINANCES DREAMS AND OPPORTUNITIES FOR LOW INCOME PEOPLE TO GET THEM SELF SUFFICIENT TO RELIEVE SUFFERING AND ADVANCE WELL-BEING | $1,000 |
| MIND AND LIFE INSTITUTE | ||||||
| 7007 WINCHESTER CIRCLE SUITE 100 | BOULDER | CO | 80301 | PUBLIC CHARITY | STUDIES HUMAN MIND | $30,000 |
| MINNESOTA INTERNATIONAL CENTER | ||||||
| 711 EAST RIVER ROAD | MINNEAPOLIS | MN | 55455 | PUBLIC CHARITY | HELPS CITIZENS GAIN A DEEPER UNDERSTANDING OF THEIR PLACE IN WORLD COMMUNITY | $7,500 |
| MINNESOTA PUBLIC RADIO | ||||||
| 45 EAST SEVENTH STREET | ST PAUL | MN | 55101 | PUBLIC CHARITY | ENRICH THE MIND AND NOURISHES THE SPIRIT | $1,200 |
| FILM SOCIETY OF MINNEAPOLIS | ||||||
| 125 SE MAIN STREET | MINNEAPOLIS | MN | 55414 | PUBLIC CHARITY | PROMOTE ART OF FILM | $850 |
| MISS REPRESENTATION | ||||||
| 1806 BELLES ST SUITE 3A | SAN FRANCISCO | CA | 94129 | PUBLIC CHARITY | A NON-PROFIT SOCIAL ACTION CAMPAIGN AND MEDIA ORGANIZATION ESTABLISHED TO SHIFT PEOPLE'S CONSCIOUSNESS, INSPIRE INDIVIDUAL AND COMMUNITY ACTION AND TRANSFORM CULTURE SO EVERYONE CAN FULLFIL THEIR POTENTIAL | $25,000 |
| ONE HEART WORLD WIDE | ||||||
| 1818 PANCHECO STREET | SAN FRANCISCO | CA | 94116 | PUBLIC CHARITY | SAVE LIVES OF WOMEN AND INFANTS IN NEED | $2,000 |
| POSITIVE COACHING ALLIANCE | ||||||
| 1001 N RENGSTORFF AVE ST 100 | MOUNTAIN VIEW | CA | 94043 | PUBLIC CHARITY | PROVIDE YOUTH ATHLETES A POSITIVE CHARACTER BUILDING YOUTH SPORTS ENVIRONMENT | $1,000 |
| NATIONAL GHOST RANCH FOUNDATION | ||||||
| HC77 BOX 11 | ABIQUIU | NM | 87510 | PUBLIC CHARITY | RETREAT AND EDUCATION CENTER | $1,000 |
| GLOBAL RIGHTS FOR WOMEN | ||||||
| 80 SOUTH 8TH STREET SUITE 4200 | MINNEAPOLIS | MN | 55402 | PUBLIC CHARITY | PROMOTE WOMEN'S HUMAN RIGHTS INTERNATIONALLY | $20,000 |
| WOMEN'S FOUNDATION OF MINNESOTA | ||||||
| 155 FIFTH AVENUE SOUTH - SUITE 500 | MINNEAPOLIS | MN | 554012549 | PUBLIC CHARITY | PROMOTES THE ADVANCEMENT OF EQUALITY FOR ALL WOMEN AND GIRLS IN THE AREAS OF ECONOMIC JUSTICE, SAFETY AND SECURITY, HEALTH AND REPROCTIVE RIGHTS, HUMAN RIGHTS AND POLITICAL POWER | $400 |
| LAKE COUNTY SCHOOL | ||||||
| 3755 PLEASANT AVENUE | MINNEAPOLIS | MN | 55409 | PUBLIC CHARITY | EDUCATION | $500 |
| NONVIOLENT PEACEFORCE | ||||||
| 425 OAK GROVE STREET | MINNEAPOLIS | MN | 55403 | PUBLIC CHARITY | INTERNATIONAL PEACE CORPS | $5,000 |
| PATHWAYS MINNEAPOLIS | ||||||
| 3115 HENNEPIN AVENUE | MINNEAPOLIS | MN | 55408 | PUBLIC CHARITY | RESOURCES AND SERVICES FOR PEOPLE WITH LIFE-THREATENING ILLNESS | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 671 VANDALIA STREET | ST PAUL | MN | 55114 | PUBLIC CHARITY | AFFIRM HUMAN RIGHT TO REPRODUCTIVE HEALTH AND FREEDOM | $1,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,234 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,257 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,824 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,992 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $306,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $306,307 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 |
|---|---|---|---|---|---|---|
| CHARLES H BELL CHARITABLE LEAD ANNU | ||||||
| 1 | 1660 S HWY 100 PARKDALE PLAZA STE 4 | ST LOUIS PARK | MN | 55416 | $173,876 | Yes (X) |
| CHARLES H BELL CHARITABLE LEAD ANNU | ||||||
| 2 | 1660 S HWY 100 PARKDALE PLAZA STE 4 | ST LOUIS PARK | MN | 55416 | $16,230 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $13,906 | $13,906 | $0 |
| $0 | $0 | $0 | |
| $0 | $0 | $0 | |
| $0 | $0 | $0 | |
| POCKET LLC | $12,718 | $12,718 | $0 |
| EVERGREEN LARGE CAP CORE I | $9,527 | $9,527 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FLAG VENTURE PARTNERS III | AT COST | $51,406 | $4,394 |
| FLAG VENTURE PARTNERS IV, L.P. | AT COST | $7,656 | $2,771 |
| EVERGREEN LARGE CAP CORE I | AT COST | $1,019,964 | $1,146,885 |
| J P MORGAN REAL ESTATE | AT COST | $63,846 | $49,367 |
| INVESCO REAL ESTATE FUND I, L.P. | AT COST | $55,490 | $11,654 |
| J.P. MORGAN REIT | AT COST | $8 | $8 |
| WAYZATA OPPORTUNITY FUND, LLC | AT COST | $73,230 | $18,223 |
| WAYZATA OPPORTUNITY FUND II, LLC | AT COST | $97,125 | $36,012 |
| WESTLY CAPITAL | AT COST | $70,000 | $25,520 |
| BUY THE CHANGE | AT COST | $10,020 | $10,020 |
| PIMCO LOW DURATION | AT COST | $209,241 | $204,304 |
| EUROPEAN SECONDARY OPPORTUNITES | AT COST | $41,669 | $47,020 |
| HARRISON STREET REAL ESTATE PARTNERS | AT COST | $74,727 | $75,816 |
| WESTLY CAPITAL II | AT COST | $51,986 | $43,533 |
| EATON VANCE PARAMETRIC | AT COST | $436,000 | $427,282 |
| ISHARES MSCI EAFE INDEX FUND | AT COST | $434,791 | $486,720 |
| ISHARES RUSSELL 2000 GROWTH INDEX | AT COST | $61,352 | $92,547 |
| ISHARES RUSSELL 2000 INDEX FUND | AT COST | $183,125 | $269,145 |
| FUNDAMENTAL PARTNERS MUNICIPAL TRUST | AT COST | $46,250 | $44,993 |
| INTERNATIONAL FARMLAND TRUST | AT COST | $44,000 | $40,260 |
| PINEBRIDGE STRUCTURED CAPITAL | AT COST | $53,138 | $41,175 |
| J.P. MORGAN U.S. REAL ESTATE 2012 | AT COST | $80,000 | $88,957 |
| SIGHTLINE HEALTHCARE OPPORTUNITY | AT COST | $27,300 | $27,961 |
| SPECIAL CREDIT OPPORTUNITY | AT COST | $94,252 | $93,149 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEETINGS | $455 | $455 | $0 |
| BANK FEES | $50 | $50 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| POCKET LLC | -$4,239 | -$4,239 | -$4,239 |
| PARTNERSHIP INCOME | $100,063 | $0 | $100,063 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES - FILING FEE | $25 | $0 | $25 |
| BURR OAK GROUP INC. | $2,690 | $2,690 | $0 |
| LARGE CAP CORE | $1,248 | $1,248 | $0 |
| FEDERAL TAXES | $6,000 | $0 | $0 |
| POCKET LLC | $29 | $29 | $0 |
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