BAME FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BAME FOUNDATION (EIN 27-4159707)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202513219349107796
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T17:41:34-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920370318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REDPATH AND COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 ROBERT ST N SUITE 1600AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274159707EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BAME FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBAMEBusinessNameControlTxt
Phone6127307015PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 MENDELSSOHN AVE NORTHAddressLine1Txt
CityGOLDEN VALLEYCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRIS BAMEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6127307015PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJARED R SNIDERPreparerPersonNm
PTINP01549671PTIN
Phone6514267000PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,972,780FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,475,946ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$224InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$224InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,273DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,273DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$168,678NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,935,743GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$168,678CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,665,121TotalRevAndExpnssAmt
Total Net Invst Incm$189,175TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,050AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,216OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,216OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$2InterestRevAndExpnssAmt
Interest Net Invst Incm$2InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$892TaxesRevAndExpnssAmt
Taxes Net Invst Incm$392TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$87,720OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$87,720OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$103,930TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,660TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$89,770TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,409,427ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,409,427ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,513,357TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,660TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,499,197TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$151,764ExcessRevenueOverExpensesAmt
Net Investment Income$175,515NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$410,332SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$402,577SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$402,577SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,062,538CorporateStockBOYAmt
Corporate Stock EOY$1,402,904CorporateStockEOYAmt
Corporate Stock EOYFMV$1,570,203CorporateStockEOYFMVAmt
Other Investments BOY$180,847OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,653,717TotalAssetsBOYAmt
Total Assets EOY$1,805,481TotalAssetsEOYAmt
Total Assets EOYFMV$1,972,780TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,653,717RetainedEarningBOYAmt
Retained Earning EOY$1,805,481RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,653,717TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,805,481TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,653,717TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,805,481TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,653,717TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$151,764ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,805,481SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,805,481TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,930,444$1,767,065$163,379$163,379
CAPITAL GAINS DIVIDENDS$5,299$5,299$5,299P
FieldValueIRS element (for citing)
Capital Gain Net Income$168,678CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,440InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,440SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,440TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$393EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,393TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$953OverpaymentAmt
Applied To ES Tax$953AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTPS://DONATE.ONECAUSE.COM/BAMEFOUNDATIONWebsiteAddressTxt
Individual With BooksDEANNA ANDERSONIndividualWithBooksNm
Phone7634171284PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1900 MENDELSSOHN AVE NORTHAddressLine1Txt
CityGOLDEN VALLEYCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTIAN N BAME
900 MENDELSSOHN AVE NORTHGOLDEN VALLEYMN55427PRESIDENT0.00$0$0$0
MARNA BAME
900 MENDELSSOHN AVE NORTHGOLDEN VALLEYMN55427TREASURER0.00$0$0$0
MARISSA BAME SCHERMER
900 MENDELSSOHN AVE NORTHGOLDEN VALLEYMN55427SECRETARY0.00$0$0$0
LUCAS C BAME
900 MENDELSSOHN AVE NORTHGOLDEN VALLEYMN55427DIRECTOR0.00$0$0$0
ALICIA C BAME-ANDERSON
900 MENDELSSOHN AVE NORTHGOLDEN VALLEYMN55427DIRECTOR0.00$0$0$0
NATASHA C BAME
900 MENDELSSOHN AVE NORTHGOLDEN VALLEYMN55427DIRECTOR0.00$0$0$0
JASON BAME-ANDERSON
900 MENDELSSOHN AVE NORTHGOLDEN VALLEYMN55427DIRECTOR0.00$0$0$0
CHRISTOPHER SCHERMER
900 MENDELSSOHN AVE NORTHGOLDEN VALLEYMN55427DIRECTOR0.00$0$0$0
DANIELLE N BAME
900 MENDELSSOHN AVE NORTHGOLDEN VALLEYMN55427DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1COORDINATE, PACK, AND SEND OVER 2,200 CARE PACKAGES FOR MILITARY VETERANS IN THE UNITED STATES. THESE ARE PRIMARILY DELIVERED THROUGH THE VFW, VETERAN NURSING HOMES, AND OTHER VETERAN ORGANIZATIONS. BOXES CONTAIN TOILETRIES, SNACKS, GAMES, AND LETTERS OF ENCOURAGEMENT FROM CHILDREN.Description1Txt
Expenses1$58,365Expenses1Amt
Description2SPONSORED THE RIDE FOR HOPE MOTORCYCLE RIDE EVENT. PROCEEDS FROM THIS EVENT GO TO THE AUTISM SOCIETY OF MINNESOTA TO CREATE CONNECTIONS, EMPOWERING EVERYONE IN THE AUTISM COMMUNITY WITH THE RESOURCES NEEDED TO LIVE FULLY.Description2Txt
Expenses2$6,413Expenses2Amt
Description3SPONSORED THE 140 GOLF INVITATIONAL. PROCEEDS FROM THIS EVENT GO TO THE CHILDREN'S CANCER RESEARCH FUND TO FUND RESEARCH FOR CHILDHOOD CANCER AND PROVIDE SUPPORT PROGRAMS FOR FAMILIES AFFECTED BY CANCER.Description3Txt
Expenses3$0Expenses3Amt
Description4SPONSORED THE DRIVE TO DEFEND MOTORCYCLE RIDE EVENT. PROCEEDS FROM THIS EVENT GO TOWARD THE FIGHT AGAINST HUMAN TRAFFICKING.Description4Txt
Expenses4$934Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,540,650AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$382,614AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,923,264TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,923,264AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,849CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,894,415NetVlNoncharitableAssetsAmt
Minimum Investment Return$94,721MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$94,721MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,440TaxBasedOnInvestmentIncomeAmt
Total Tax$2,440TotalTaxAmt
Distributable Before Adj$92,281DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$92,281DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$92,281DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,499,197ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,499,197QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,281DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$584,580ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$768,623ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$748,928ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$949,595ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$678,468ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,730,194TotalExcessDistributionCyovAmt
Qualifying Distributions$1,499,197QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$92,281AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,406,916RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,137,110TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$584,580ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,552,530ExcessDistriCyovToNextYrAmt
Excess From Year4$768,623ExcessFromYear4Amt
Excess From Year3$748,928ExcessFromYear3Amt
Excess From Year2$949,595ExcessFromYear2Amt
Excess From Year1$678,468ExcessFromYear1Amt
Excess From Current Year$1,406,916ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARISSA SCHERMERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1BAME FOUNDATION 900 MENDELSSOHN AVEAddressLine1Txt
CityGOLDEN VALLEYCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6127307015RecipientPhoneNum
Recipient Email AddressMARISSABAM@LUBETTECH.COMRecipientEmailAddressTxt
Form And Info And MaterialsONLINE GRANT APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesREQUESTS SUBMITTED MINIMUM 60 DAYS PRIOR TO EVENTSubmissionDeadlinesTxt
Restrictions On AwardsNARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
7900 W 78TH ST 100MINNEAPOLISMN55439NONEPCCHARITABLE GIFT$720
AMERICAN LEGION POST 14
1244 BUCKRIDGE DR NEROCHESTERMN55906NONEPCCHARITABLE GIFT$260
AMERICAN RED CROSS
1201 WEST RIVER PKWYMINNEAPOLISMN55454NONEPCCHARITABLE GIFT$1,300
ANGEL FOUNDATION
1155 CENTRE POINTE DR 7MENDOTA HEIGHTSMN55120NONEPCCHARITABLE GIFT$29,260
ANNANDALE FOOD SHELF
390 ANNADALE BLVDANNADALEMN55302NONEPCCHARITABLE GIFT$29,050
ARMSTRONG YOUTH BASEBALL
14415 15TH AVE NMINNEAPOLISMN55447NONEPCCHARITABLE GIFT$600
ARTHRITIS FOUNDATION
1355 PEACHTREE ST NE STE 600ATLANTAGA30309NONEPCCHARITABLE GIFT$2,600
AUTISM SOCIETY OF MINNESOTA
2380 WYCLIFF ST 102ST PAULMN55114NONEPCCHARITABLE GIFT$28,735
AUTISM SPEAKS
1060 STATE ROADPRINCETONNJ08540NONEPCCHARITABLE GIFT$1,500
AWAKEN INC
433 SPOKANE STRENONV89512NONEPCCHARITABLE GIFT$9,440
BECKER YOUTH ASSOCIATION
PO BOX 85BECKERMN55308NONEPCCHARITABLE GIFT$1,040
BECKYS TROOP CARE PACKAGES
2220 125TH ST NWRICEMN56366NONEPCCHARITABLE GIFT$100
BELIEVETS
PO BOX 385NORTHFIELDMN55057NONEPCCHARITABLE GIFT$1,300
BETH EL SYNAGOGUE
5225 BARRY ST WST LOUIS PARKMN55416NONEPCCHARITABLE GIFT$10,000
BOYS & GIRLS CLUB OF CENTRAL GEORGIA
150 SESSIONS DRMACONGA31204NONEPCCHARITABLE GIFT$6,000
BOYS & GIRLS CLUB OF MAUI - LAHAINA CLUBHOUSE
280 SHAW STLAHAINAHI97761NONEPCCHARITABLE GIFT$61,694
BOYS & GIRLS CLUBS OF CENTRAL IOWA
1421 WALKER STDES MOINESIA50316NONEPCCHARITABLE GIFT$2,300
BOYS & GIRLS CLUBS OF THE TWIN CITIES
690 JACKSON STSAINT PAULMN55130NONEPCCHARITABLE GIFT$25,000
BOYS & GIRLS CLUBS OF GREATER MILWAUKEE
1558 N 6TH STMILWAUKEEWI53212NONEPCCHARITABLE GIFT$6,000
BOYS & GIRLS CLUBS OF ST CHARLES COUNTY
1211 LINDENWOOD AVEST CHARLESMT63301NONEPCCHARITABLE GIFT$5,000
BRANCHLINE CHURCH YOUTH GROUP
512 2ND ST EHASTINGSMN55033NONEPCCHARITABLE GIFT$1,040
BREAKAWAY INC
1911 PARK AVESMINNEAPOLISMN55404NONEPCCHARITABLE GIFT$31,820
BRIGHTER DAYS FAMILY GRIEF CENTER
15764 VENTURE LNEDEN PRAIRIEMN55344NONEPCCHARITABLE GIFT$850
BRIGHTER DAYS MINISTRY
PO BOX 63HARDWICKGA31034NONEPCCHARITABLE GIFT$100
CAMP FIRE MINNESOTA
3300 TANADOONA DREXCELSIORMN55331NONEPCCHARITABLE GIFT$6,000
CAMP SHAMINEAU
PO BOX 244MOTLEYMN56466NONEPCCHARITABLE GIFT$1,300
CHILDREN'S CANCER RESEARCH FUND
7301 OHMS LN 355MINNEAPOLISMN55439NONEPCCHARITABLE GIFT$367,073
CHILDREN'S MIRACLE NETWORK WISCONSIN
611 ST JOSEPH AVEMARSHFIELDWI54449NONEPCCHARITABLE GIFT$5,200
CHILDREN'S SURGERY INTERNATIONAL
825 NICOLLET MALL 706MINNEAPOLISMN55401NONEPCCHARITABLE GIFT$7,600
CLEARWATER LEGION RIDERS
505 PINE STCLEARWATERMN55320NONEPCCHARITABLE GIFT$1,000
COBORN'S CANCER RESEARCH FUND
1900 CENTRACARE CIRCLE 1600ST CLOUDMN56303NONEPCCHARITABLE GIFT$520
COMMUNITY EMERGENCY ASSISTANCE PROGRAM
7051 BROOKLYN BLVDBROOKLYN CENTERMN55429NONEPCCHARITABLE GIFT$4,500
COMMUNITY FOUNDATION OF COLLIER COUNTY INC
1110 PINE RIDGE RD STE 200NAPLESFL34108NONEPCCHARITABLE GIFT$50,000
COMO FRIENDS
1225 ESTABROOK DRST PAULMN55103NONEPCCHARITABLE GIFT$5,000
CRESCENT COVE
4201 BASS LAKE RDBROOKLEN CENTERMN55429NONEPCCHARITABLE GIFT$70,000
CRIME PREVENTION FUND
PO BOX 348ST BONIFACIUSMN55375NONEPCCHARITABLE GIFT$9,500
CROW RIVER THUNDER
PO BOX 188SAINT MICHAELMN55376NONEPCCHARITABLE GIFT$1,000
CYSTIC FIBROSIS FOUNDATION
8011 34TH AVE SMINNEAPOLISMN55425NONEPCCHARITABLE GIFT$15,000
DINOMIGHTS
3400 PARK AVE SMINNEAPOLISMN55407NONEPCCHARITABLE GIFT$1,800
DRIVE FOR LIFE FOUNDATION
4201 STADIUM DRKALAMAZOOMI49008NONEPCCHARITABLE GIFT$3,000
DUCKS UNLIMITED INC
ONE WATERFOWL WAYMEMPHISTN38120NONEPCCHARITABLE GIFT$58,380
EDINA ATHLETIC BOOSTERS
6754 VALLEY VIEW ROADEDINAMN55439NONEPCCHARITABLE GIFT$100
ENGAGE YOUR DESTINY
2930 NATCHEZ AVE SST LOUIS PARKMN55416NONEPCCHARITABLE GIFT$50,000
EPILEPSY FOUNDATION OF MN
1600 UNIVERSITY AVE W 300ST PAULMN55104NONEPCCHARITABLE GIFT$1,000
FAMILYMEANS
1875 NORTHWESTERN AVE SSTILLWATERMN55082NONEPCCHARITABLE GIFT$1,300
FAMILY & CHILDREN'S CENTER
601 FRANKLIN STWINONAMN55987NONEPCCHARITABLE GIFT$10,000
FISHING FOR LIFE
PO BOX 19320MINNEAPOLISMN55419NONEPCCHARITABLE GIFT$15,750
FOLDS OF HONOR
5971 N PATRIOT DROWASSOOK74055NONEPCCHARITABLE GIFT$10,000
FOOD BANK OF IOWA
2220 E 17TH STDES MOINESIA50316NONEPCCHARITABLE GIFT$100
HARRY SLIMMER SCHOLARSHIP FOUNDATION
PO BOX 167ALBERTVILLEMN55301NONEPCCHARITABLE GIFT$5,000
HUMOR TO FIGHT THE TUMOR
8550 W BRYN MAWR AVE 550CHICAGOIL60631NONEPCCHARITABLE GIFT$3,000
HUNGER RELATED EVENTS
5100 EDEN AVENUEEDINAMN55436NONEPCCHARITABLE GIFT$4,000
JACKS OF SPADE
1250 WISCONSIN AVE NWWASHINGTONDC20007NONEPCCHARITABLE GIFT$1,200
JARED ALLEN'S HOMES FOR WOUNDED WARRIORS
9845 E BELL ROAD STE 130SCOTTSDALEAZ85260NONEPCCHARITABLE GIFT$2,600
JORDAN AREA FOOD SHELF
312 WATER STJORDANMN55352NONEPCCHARITABLE GIFT$100
JORGE MAS CANOSA FOUNDATION
2147 SW 8TH STMIAMIFL331353319NONEPCCHARITABLE GIFT$5,000
JUNIOR ACHIEVEMENT OF TWIN CITIES
1745 UNIVERSITY AVE WST PAULMN55104NONEPCCHARITABLE GIFT$25,000
JUNIOR ACHIEVEMENT OF WISCONSIN
11111 W LIBERTY DRMILWAUKEEWI53224NONEPCCHARITABLE GIFT$15,000
KIDS IN NEED FOUNDATION
2719 PATTON RDROSEVILLEMN55113NONEPCCHARITABLE GIFT$5,500
KDT BOOSTER CLUB
24296 LAKECREST GLEN DRKATYTX77493NONEPCCHARITABLE GIFT$520
LAKES AREA HEROES
PO BOX 576NISSWAMN56468NONEPCCHARITABLE GIFT$1,000
LAND STEWARDSHIP PROJECT
6235 20TH ST SWROCHESTERMN55920NONEPCCHARITABLE GIFT$320
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRRYE BROOKNY10573NONEPCCHARITABLE GIFT$260
LLS UPPER PLAINS REGION
1711 BROADWAY ST NEMINNEAPOLISMN55413NONEPCCHARITABLE GIFT$25,000
MAKE-A-WISH FOUNDATION
1919 UNIVERSITY AVE W STE 415SAINT PAULMN55104NONEPCCHARITABLE GIFT$6,100
MATTER
7005 OXFORD STST LOUIS PARKMN55426NONEPCCHARITABLE GIFT$2,500
MEALS FROM THE HEARTLAND
357 LINCOLN STWEST DES MOINESIA50265NONEPCCHARITABLE GIFT$750
MIDWEST ANIMAL RESCUE & SERVICES
PO BOX 290073BROOKLYN PARKMN55429NONEPCCHARITABLE GIFT$260
MINNESOTA 100 CLUB
PO BOX 18784MINNEAPOLISMN55418NONEPCCHARITABLE GIFT$5,000
MINNESOTA SAFETY COUNCIL INC
474 CONCORDIA AVEST PAULMN55103NONEPCCHARITABLE GIFT$750
MN ADULT & TEEN CHALLENGE
3231 1ST AVE SMINNEAPOLISMN55408NONEPCCHARITABLE GIFT$3,500
MONTICELLO HIGH SCHOOL
5225 SCHOOL BLVDMONTICELLOMN55362NONEPCCHARITABLE GIFT$1,350
MOOSE YOUTH HOCKEY
800 BROADWAY ST EMONTICELLOMN55362NONEPCCHARITABLE GIFT$750
MOVEMBER FOUNDATION
PO BOX 2040SANTA MONICACA90406NONEPCCHARITABLE GIFT$3,380
MPMA EDUCATION FOUNDATION
PO BOX 395STILLWATERMN55082NONEPCCHARITABLE GIFT$25,000
MUKWONAGO AREA SOCCER CLUB
S8315 BEULAH ROADMUKWONAGOWI53149NONEPCCHARITABLE GIFT$1,000
NAMI MINNESOTA
1919 UNIVERSITY AVE W STE 400ST PAULMN55104NONEPCCHARITABLE GIFT$3,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
200 12TH AVENUE SOUTHMINNEAPOLISMN55415NONEPCCHARITABLE GIFT$14,350
NORTH WRIGHT COUNTY RIVERHAWKS BOOSTER CLUB
PO BOX 285ALBERTVILLEMN55301NONEPCCHARITABLE GIFT$550
PRADER-WILLI SYNDROME ASSOCIATION
1032 E BRANDON BLVD 4744BRANDONFL33511NONEPCCHARITABLE GIFT$100
PROJECT ECHELON
N9W27151 WOODRIDGE LNWAUKESHAWI53188NONEPCCHARITABLE GIFT$10,000
PROVISION BRIDGE
PO BOX 157TALLULAH FALLSGA30573NONEPCCHARITABLE GIFT$45,001
RACHEL FOUNDATION
4180 NAPIER COURT NEST MICHAEMN55376NONEPFCHARITABLE GIFT$2,500
RISE AGAINST HUNGER
4801 GLENWOOD AVE STE 200RALEIGHNC27612NONEPCCHARITABLE GIFT$1,300
RIVERSIDE CHURCH
490 RIVERSIDE DRMANHATTANNY10008NONEPCCHARITABLE GIFT$60,000
ROBBINSDALE SPANISH IMMERSION SCHOOL PTO
8808 MEDICINE LAKE RDNEW HOPEMN55427NONEPCCHARITABLE GIFT$520
RONALD MCDONALD HOUSE - UPPER MIDWEST
818 FULLON ST SEMINNEAPOLISMN55414NONEPCCHARITABLE GIFT$1,600
SALVATION ARMY OF SHREVEPORT
147 E STONER AVESHREVEPORTLA71101NONEPCCHARITABLE GIFT$200
SALVATION ARMY OF NWLA
115 1ST AVE NEROCHESTERMN55906NONEPCCHARITABLE GIFT$1,000
SECOND HARVEST HEARTLAND
7101 WINNETKA AVE NBROOKLYN PARKMN55428NONEPCCHARITABLE GIFT$4,200
SEPO ZAMBIA INC
1776 GRABER STOSHKOSHWI54901NONEPCCHARITABLE GIFT$5,200
SHOT FOR HOPE
1188 56TH STHUDSONWI54016NONEPCCHARITABLE GIFT$2,040
SOJOURNER FAMILY PEACE CENTER
619 W WALNUT STMILWAUKEEWI53212NONEPCCHARITABLE GIFT$2,600
SPARK-Y
4432 CHICAGO AVENUE SMINNEAPOLISMN55407NONEPCCHARITABLE GIFT$20,000
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVE STE 400MONROVIACA91016NONEPCCHARITABLE GIFT$260
ST CROIX ALANO
208 3RD ST SSTILLWATERMN55082NONEPCCHARITABLE GIFT$2,600
ST JUDE'S CHILDREN RESEARCH HOSPITAL
5353 WAYZATA BLVD 500ST LOUIS PARKMN55416NONEPCCHARITABLE GIFT$6,270
ST MARY'S CATHOLIC SCHOOLS
1050 ZEPHYR DRNEENAHWI54956NONEPCCHARITABLE GIFT$25,000
ST TIMOTHY'S CATHOLIC SCHOOL
215 DIVISION ST EMAPLE LAKEMN55358NONEPCCHARITABLE GIFT$2,500
STMA YOUTH HOCKEY ASSOCIATION INC
PO BOX 134ST MICHAELMN55376NONEPCCHARITABLE GIFT$800
SUICIDE AWARENESS VOICES OF EDUCATION
7900 XERXES AVE S STE 1350MINNEAPOLISMN55431NONEPCCHARITABLE GIFT$260
TEAM FOUNDATION
105 PARK AVE NWBAGLEYMN56621NONEPCCHARITABLE GIFT$3,000
THE BOND BETWEEN
5959 BAKER ROAD STE 390MINNETONKAMN55345NONEPCCHARITABLE GIFT$100
THE HOSPITALITY CENTER
1407 CLEVELAND AVE NST PAULMN55108NONEPCCHARITABLE GIFT$500
THE LIFT GARAGE
2401 E LAKE STMINNEAPOLISMN55406NONEPCCHARITABLE GIFT$1,000
THE MACC FUND
10000 W INNOVATION DR 135MILWAUKEEWI53226NONEPCCHARITABLE GIFT$7,500
THE SALVATION ARMY BOYS & GIRLS CLUBS
115 1ST AVE NEROCHESTERMN55906NONEPCCHARITABLE GIFT$4,500
TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRIVETRIANGLEVA221721776NONEPCCHARITABLE GIFT$6,504
TRACY AREA ANIMAL RESCUE
4 CHERYL AVESTAYTONMN56172NONEPCCHARITABLE GIFT$1,400
TRIPLE H MINIATURE HORSE RESCUE
4747 2ND AVEMANDANND58554NONEPCCHARITABLE GIFT$1,560
UNITED HEROES LEAGUE
15211 RAVENNA TRAILHASTINGSMN55033NONEPCCHARITABLE GIFT$2,500
UNITED WAY
903 W CENTER STROCHESTERMN55902NONEPCCHARITABLE GIFT$1,000
URBAN ECOLOGY CENTER
1500 E PARK PLMILWAUKEEWI53211NONEPCCHARITABLE GIFT$320
VENTURE
511 E TRAVELERS TRAINBURNSVILLEMN55337NONEPCCHARITABLE GIFT$1,400
WACONIA WRESTLING
1650 COMMUNITY DRIVEWACONIAMN55387NONEPCCHARITABLE GIFT$400
WARRIOR DOG RESCUE
12585 RHODE ISLAND AVESAVAGEMN55378NONEPCCHARITABLE GIFT$400
WATEA
617 FOREST STWAUSAUWI54403NONEPCCHARITABLE GIFT$1,300
WECAN
5213 SHORELINE DRMOUNDMN55364NONEPCCHARITABLE GIFT$4,250
WILD AND FREE WILDLIFE PROGRAM
PO BOX 241GARRISONMN56450NONEPCCHARITABLE GIFT$260
WILDERNESS INQUIRY INC
807 14TH AVE SEMINNEAPOLISMN55414NONEPCCHARITABLE GIFT$10,200
WISCONSIN HUMANE SOCIETY
4500 WEST WISCONSIN AVENUEMILWAUKEEWI53208NONEPCCHARITABLE GIFT$520
YMCA OF NORTHWEST LOUISIANA
3455 KNIGHT STSHREVEPORTLA71105NONEPCCHARITABLE GIFT$750
VCP-MILWAUKEE
6767 N 60TH STMILWAUKEEWI53223NONEPCCHARITABLE GIFT$2,500
FIREFIGHTERS FOR HEALING
PO BOX 374CHAMPLINMN55316NONEPCCHARITABLE GIFT$1,040
VENN FOUNDATION
1900 BOHLAND AVESAINT PAULMN55116NONEPCCHARITABLE GIFT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,409,427TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$224ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,273ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$168,678ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$189,175ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$189,175TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (27 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
LUBRICATION TECHNOLOGIES INC
1900 MENDELSSOHN AVENUE NORTHGOLDEN VALLEYMN55427$990,811Yes (X)
ROSE PAVING LLC
27300 W 100TH PLBRIDGEVIEWIL60455$5,000Yes (X)
ACOUSTICAL SURFACES
3123 COLUMBIA CT STE 201CHASKAMN55318$9,750Yes (X)
BLAIN BROTHERS
410011 XYLITE ST NEMINNEAPOLISMN55449$3,000Yes (X)
BROWN & BROWN INC
57301 OHMS LN STE 210EDINAMN55439$3,000Yes (X)
CHILDREN'S CANCER RESEARCH
67301 OHMS LN STE 355MINNEAPOLISMN55439$10,760Yes (X)
DELTA INDUSTRIAL SERVICES INC
74 RICHARDSON HWY 265DELTA JUNCTIONAK99737$66,000Yes (X)
FOSTER KLIMA & COMPANY INC
81544 8TH AVE SEROCHESTERMN55904$3,750Yes (X)
JOEL ELFTMANN
99094 BREKENRIDGE LNEDEN PRAIRIEMN55347$2,166Yes (X)
LIQUID COOL SOLUTIONS
102717 HIGHWAY 14 WROCHESTERMN55901$1,500Yes (X)
LONG HAUL TRUCKING
11204 5TH ST NEPINE ISLANDMN55963$5,360Yes (X)
MARSH & MCLENNAN AGENCY LLC
126160 GOLDEN HILLS DRMINNEAPOLISMN55416$5,000Yes (X)
QUALITY FORKLIFT SALES AND SERVICES
13587 CITATION DRSHAKOPEEMN55379$7,332Yes (X)
ROCHON CORPORATION
1428 2ND ST NWOSSEOMN553691002$8,250Yes (X)
WASHWORLD
152222 AMERICAN BLVDDE PEREWI54115$5,000Yes (X)
JOSEPH CONTE
165981 TENNYSON STREETARVADACO80003$5,360Yes (X)
JUSTIN JOHNSON
171075 W SAM HOUSTON PKWY N 200HOUSTONTX77043$5,090Yes (X)
KEVAL BAXI
18433 W VAN BUREN ST SUITE 205CHICAGOIL60607$7,748Yes (X)
CHAD ALVIS
19350 GREAT SOUTHWEST PARKWAYATLANTAGA30336$5,360Yes (X)
AMANDA EMERY
202100 HWY 55MEDINAMN55340$5,360Yes (X)
RICH WETSCH
215600 HWY 169 NNEW HOPEMN55428$5,360Yes (X)
STEVE ANDERSON
22100 BRENTWOOD AVETONKA BAYMN55331$8,220Yes (X)
THOMAS BESSEL
232500 COUNTRY RD 42 WBURNSVILLEMN55337$22,170Yes (X)
ZACAHRY SCOTT
2416905 197TH AVE NWBIG LAKEMN55309$6,522Yes (X)
WEST HOULE
257512 63RD STREET CR SOUTHCOTTAGE GROVEMN55016$13,290Yes (X)
INVEST CAST INC
26716 39TH AVE NEMINNEAPOLISMN55421$8,000Yes (X)
HOMELAND HEALTH SPECIALISTS INC
271621 E HENNEPIN 230MINNEAPOLISMN55414$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,100Amt
Net Investment Income$2,050NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,050DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESCO QQQ TRUST ETF$167,506$161,037
INVESCO NASDAQ 100$167,184$160,784
ISHARES RUSSELL 1000 GROWTH$47,435$45,780
TECHNOLOGY SELECT SECTOR SPDR$48,010$46,271
VANGAURD GROWTH ETF$47,289$45,559
JPM INVEST GRWTH FD - CL I$406,475$492,027
SEARS HOLDINGS CORP$4,124$0
FIDELITY 500 INDEX-INST PRM$110,062$146,508
FINANCIAL SELECT SECTOR SPDR$17,302$23,875
INDUSTRIAL SELECT SECT SPDR$3,281$3,030
SIX CIRCLE MGD EQ US UNCON$223,827$282,250
ISHARES CORE S&P MIDCAP ETF$9,391$12,150
FIDELITY INTL INDX-INST PRM$8,572$9,268
JP MORGAN BETABUILDERS CANADA$13,743$14,965
SIX CIRCLE MGD EQ INTL UNCON$89,321$89,490
JP MORGAN BETABUILDERS EUROPE ETF$5,220$5,265
JP MORGAN BETABUILDERS JAPAN ETF$23,186$22,779
JPM BTABLDRS DEV ASIA X-JPN$10,976$9,165

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$9,402$0$9,402
TROOP CARE PACKAGE SUPPLIES & POSTAGE$58,365$0$58,365
DUES AND SUBSCRIPTIONS$5,821$0$5,821
OFFICE EXPENSES$314$0$314
PROGRAM MATERIALS$761$0$761
EVENT COSTS$11,307$0$11,307
MARKETING$1,750$0$1,750

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$11,216Amt
Net Investment Income$11,216NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$392$392$0
EXCISE TAX$500$0$0

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