VALLEY NEWS CHARITY FUND: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY NEWS CHARITY FUND (EIN 36-3339339)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-03-12
- IRS object ID
- 201530719349100408
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-12T15:36:35-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1911 EXCEL DRIVE | AddressLine1Txt |
| City | MANKATO | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56001 | 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 | 363339339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY NEWS CHARITY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 5073454819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 STADIUM ROAD | AddressLine1Txt |
| City | MANKATO | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY LEIFERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5073454819 | PhoneNum |
| Signature | 2015-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN COLEMAN | PreparerPersonNm |
| PTIN | P00032499 | PTIN |
| Phone | 5073876031 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $938,270 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,150 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,375 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,798 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,798 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,173 | 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 | $2,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,075 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $771 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,075 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,110 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,075 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,190 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,098 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,469 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,469 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $941,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $975,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $932,801 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $945,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $981,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $938,270 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $228 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $131 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $131 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $944,924 | RetainedEarningBOYAmt |
| Retained Earning EOY | $981,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $944,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $981,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $945,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $981,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $944,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $981,088 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $981,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $44,000 | $45,423 | -$1,423 | -$1,423 |
| CAPITAL GAINS DIVIDENDS | P | $53,221 | $53,221 | $53,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,798 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,464 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $877,546 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046110 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,495 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $807,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046462 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,825 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $798,045 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027348 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,923 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $740,796 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028244 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,740 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $615,818 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035303 | DistributionYr5Rt |
| Total Distribution | 0.183467 | TotalDistributionRt |
| Average Distribution | 0.036693 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $946,463 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,729 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $771 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,500 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,190 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $771 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $771 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $640 | TotalPaymentsAndCreditsAmt |
| Tax Due | $131 | TaxDueAmt |
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 | NANCY NICKELS | IndividualWithBooksNm |
| Phone | 5073454819 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 STADIUM ROAD | AddressLine1Txt |
| City | MANKATO | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56001 | 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 |
|---|---|---|---|---|---|---|---|---|
| TROY LEIFERMAN | ||||||||
| 1305 STADIUM ROAD | MANKATO | MN | 56001 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARGARET LEIFERMAN | ||||||||
| 1305 STADIUM ROAD | MANKATO | MN | 56001 | SECRETARY | 1.00 | $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 | $953,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,391 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $960,876 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $960,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $946,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $771 | TotalTaxAmt |
| Distributable Before Adj | $46,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,552 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,190 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,190 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $771 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,419 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,625 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,190 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,625 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,565 | 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 | $19,987 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL SAINTS LUTHERAN CHURCH | |||||||
| PO BOX 98 | DARWIN | MN | 55324 | NONE | CHURCH | UNRESTRICTED GENERAL FUND | $100 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW SUITE 1050 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED GENERAL FUND | $300 |
| AMERICAN CANCER SOCIETY | |||||||
| 2900 43RD STREET NW | ROCHESTER | MN | 55901 | NONE | PC | PINK RIBBON BREAST CANCER FUND | $475 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | UNRESTRICTED GENERAL FUND | $250 |
| AMERICAN RED CROSS | |||||||
| 105 HOMESTEAD DRIVE | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL USE | $500 |
| ASA | |||||||
| 110 EAST LIBERTY | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $750 |
| AUDUBON MINNESOTA | |||||||
| 2357 VENTURA DRIVE STE 110 | ST PAUL | MN | 55125 | NONE | PC | UNRESTRICTED GENERAL USE | $965 |
| BETHANY LUTHERAN COLLEGE & SEMINARY INC | |||||||
| 700 LUTHER DRIVE | MANKATO | MN | 56001 | NONE | UNIVERSITY | UNRESTRICTED GENERAL USE | $500 |
| BLUE EARTH COUNTY HISTORICAL SOCIETY | |||||||
| 415 E CHERRY STREET | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $500 |
| CADA | |||||||
| 100 STADIUM ROAD | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $250 |
| CHILDREN'S MUSEUM OF SOUTHERN MINNESOTA | |||||||
| PO BOX 3103 | MANKATO | MN | 56002 | NONE | PC | UNRESTRICTED GENERAL FUND | $1,000 |
| ECHO FOOD SHELF | |||||||
| 614 NORTH 2ND STREET | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $250 |
| EDUCARE FOUNDATION | |||||||
| PO BOX 241 | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $2,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 3581 | NORTH MANKATO | MN | 56003 | NONE | PC | UNRESTRICTED GENERAL FUND | $300 |
| HABITAT FOR HUMANITY | |||||||
| 1751 BASSETT DRIVE | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $500 |
| HIGH SCHOOL GRADUATION CELEBRATION | |||||||
| PO BOX 3714 | MANKATO | MN | 56001 | NONE | SCHOOL | UNRESTRICTED GENERAL FUND | $200 |
| HOLIDAY SHARING TREE | |||||||
| PO BOX 4261 | MANKATO | MN | 56002 | NONE | PC | UNRESTRICTED GENERAL FUND | $500 |
| HOLY ROSARY CATHOLIC CHURCH | |||||||
| 546 GRANT AVENUE | NORTH MANKATO | MN | 56003 | NONE | CHURCH | UNRESTRICTED GENERAL FUND | $200 |
| HOUSE OF HOPE | |||||||
| PO BOX 291 | MANKATO | MN | 560020291 | NONE | PC | UNRESTRICTED GENERAL FUND | $500 |
| JUNIOR ACHIEVEMENT | |||||||
| 210 LIME STREET | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $520 |
| KICKS FOR CURENU FOUNDATION | |||||||
| 2285 SO 67TH STREET STE 200 | OMAHA | NE | 68106 | NONE | PC | UNRESTRICTED GENERAL USE | $200 |
| LAKE WASHINGTON LAKE IMPROVEMENT ASSOCIATION | |||||||
| PO BOX 68 | DASSEL | MN | 55325 | NONE | PC | UNRESTRICTED GENERAL USE | $250 |
| MANKATO AREA 77 LANCERS MARCHING BAND | |||||||
| 110 FULTON STREET | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $300 |
| MANKATO AREA CATHOLIC SCHOOL | |||||||
| PO BOX 751 | MARSHALL | MN | 56258 | NONE | SCHOOL | UNRESTRICTED GENERAL USE | $150 |
| MANKATO AREA FOUNDATION | |||||||
| 1 CIVIC CENTER PLAZA 200 | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND & CITY ART | $3,000 |
| MANKATO AREA HOCKEY ASSOCIATION | |||||||
| 116 QUINION DRIVE | MANKATO | MN | 56001 | NONE | PC | ANTHONY FORD FUND & UNRESTRICTED GENERAL FUND | $650 |
| MANKATO AREA LACROSSE ASSOCIATION | |||||||
| 43583 JUDSON BOTTOM ROAD | NORTH MANKATO | MN | 56003 | NONE | PC | UNRESTRICTED GENERAL FUND | $500 |
| MANKATO AREA UNITED WAY | |||||||
| 101 NORTH 2ND STREET SUITE 100 | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $2,000 |
| MANKATO DOWNTOWN KIWANIS CLUB | |||||||
| PO BOX 733 | MANKATO | MN | 56001 | NONE | PC | HOLIDAY LIGHTS | $1,100 |
| MANKATO FAMILY YMCA | |||||||
| 1401 SOUTH RIVERFRONT DRIVE | MANKATO | MN | 56001 | NONE | PC | KID'S CAMP & GOLF TOURNAMENT, GROWING UP PROGRAM | $3,500 |
| SERTOMA INC | |||||||
| 950 MADISON AVENUE | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $100 |
| MANKATO REHABILITATION CENTER INC FOUNDATION | |||||||
| 15 MAP DRIVE | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $1,000 |
| MANKATO WEST ORCHESIS | |||||||
| 10 CIVIC CENTER PLAZA SUITE 1 | MANKATO | MN | 56002 | NONE | SCHOOL | UNRESTRICTED GENERAL FUND | $200 |
| MANKATO YWCA | |||||||
| 500 SOUTH BROAD STREET | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $1,750 |
| MAYBA | |||||||
| 1925 HAUGHTON AVENUE | NORTH MANKATO | MN | 56003 | NONE | PC | UNRESTRICTED GENERAL FUND | $250 |
| MAYO HEALTH | |||||||
| 1025 MARSH STREET | MANKATO | MN | 560028673 | NONE | PC | HOSPICE | $1,875 |
| MINNESOTA GROCER'S ASSOCIATION FOUNDATION | |||||||
| 500 ST CLAIR AVENUE | ST PAUL | MN | 55102 | NONE | PC | UNRESTRICTED GENERAL FUND | $750 |
| MINNESOTA PHEASANTS INC | |||||||
| PO BOX 351 | OWATONNA | MN | 55060 | NONE | PC | UNRESTRICTED GENERAL FUND | $100 |
| MINNESOTA STATE UNIVERSITY | |||||||
| 135 MYERS FIELD HOUSE | MANKATO | MN | 56001 | NONE | UNIVERSITY | ATHLETIC DEPARTMENT | $4,900 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 200 12TH AVENUE SOUTH | MINNEAPOLIS | MN | 55415 | NONE | PC | UNRESTRICTED GENERAL FUND | $100 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 222 SOUTH RIVERSIDE PLAZA | CHICAGO | IL | 60606 | NONE | PC | UNRESTRICTED GENERAL FUND | $50 |
| NATIONAL CHILD SAFETY COUNCIL | |||||||
| 710 SOUTH FRONT STREET | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $100 |
| NORTH MANKATO FIRE DEPARTMENT | |||||||
| 1825 HOWARD DRIVE | NORTH MANKATO | MN | 56003 | NONE | GOVERNMENT | UNRESTRICTED GENERAL USE | $250 |
| ONE BRIGHT STAR | |||||||
| 27 CAPRI DRIVE | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $500 |
| PACK THE STANDS (ISD #77) | |||||||
| PO BOX 8741 | MANKATO | MN | 560028741 | NONE | SCHOOL | UNRESTRICTED GENERAL FUND | $200 |
| PARTNERS FOR AFFORDABLE HOUSING | |||||||
| 151 GOOD COUNSEL DRIVE SUITE 130 | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $500 |
| RIVERBLENDERS | |||||||
| GOOD COUNSEL HILL | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $50 |
| SALVATION ARMY OF MANKATO | |||||||
| 700 SOUTH RIVERFRONT DRIVE | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $500 |
| SCHOOL SISTERS OF NOTRE DAME | |||||||
| 170 GOOD COUNSEL DRIVE | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $250 |
| SOUTH CENTRAL COLLEGE - MANKATO FOUNDATION | |||||||
| 1920 LEE BOULEVARD | NORTH MANKATO | MN | 56003 | NONE | PC | UNRESTRICTED GENERAL FUND | $500 |
| SWEET ADELINES OF MANKATO | |||||||
| 1208 ROCKBEND PARKWAY | ST PETER | MN | 56082 | NONE | PC | UNRESTRICTED GENERAL FUND | $100 |
| TEE IT UP FOR THE TROOPS | |||||||
| 2422 EAST 117TH STREET 102 | BURNSVILLE | MN | 55337 | NONE | PC | UNRESTRICTED GENERAL FUND | $3,050 |
| THE MANKATO CHILDREN'S CHORUS | |||||||
| PO BOX 3482 | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $200 |
| TWIN VALLEY COUNCIL BOY SCOUTS | |||||||
| 810 MADISON AVENUE | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $500 |
| VINE | |||||||
| 1618 3RD AVENUE | MANKATO | MN | 56001 | NONE | PC | UNRESTRICTED GENERAL FUND | $500 |
| WACONIA FOOD SHELF | |||||||
| 11 SOUTH ELM STREET | WACONIA | MN | 55387 | NONE | PC | UNRESTRICTED GENERAL FUND | $345 |
| YOUNG LIFE GREATER MANKATO | |||||||
| PO BOX 13 | MANKATO | MN | 56002 | NONE | PC | UNRESTRICTED GENERAL FUND | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,080 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,798 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,173 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,173 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,150 | Amt |
| Net Investment Income | $1,075 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,075 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DAVIS NEW YORK VENTURE CLASS A | $146,426 | $137,932 |
| FRANKLIN INCOME FUND CLASS A | $162,849 | $156,854 |
| JOHN HANCOCK DISCIPLINED VALUE | $102,645 | $99,318 |
| LORD ABBETT DEVELOPING GROWTH | $101,610 | $94,847 |
| FRANKLIN MUTUAL SERIES SHARES CLASS A | $99,047 | $111,675 |
| PIMCO TOTAL RETURN CLASS C | $145,559 | $141,388 |
| PIMCO COMMODITY REAL RETURN STRATEGY | $58,170 | $28,480 |
| VANGUARD CONVERTIBLE | $159,444 | $162,307 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $100 | $0 | $0 |
| MN FILING FEE | $25 | $0 | $25 |
| CHECK PRINTING | $10 | $0 | $10 |
| MISCELLANEOUS EXPENSE | $23 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX ESTIMATES | CategoryTxt |
| Amt | $771 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments