LIVING SPRINGS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LIVING SPRINGS FOUNDATION (EIN 41-1904085)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201531349349101208
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T09:43:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sherburne & Dahl Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 South 3rd Street Suite 510 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554151145 | 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 | 411904085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVING SPRINGS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PHILIP S SHERBURNE | InCareOfNm |
| Business Name Control | LIVI | BusinessNameControlTxt |
| Phone | 6123383255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 S THIRD STREET SUITE 510 | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554151145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT JONAS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6123383255 | PhoneNum |
| Signature | 2015-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip S Sherburne | PreparerPersonNm |
| PTIN | P00001052 | PTIN |
| Phone | 6123383255 | PhoneNum |
| 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 | $1,957,947 | 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 | $30,047 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $596,268 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,982 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $191,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,441 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,220 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,221 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,529 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,529 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $516 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $516 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $188 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,453 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,271 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,453 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,753 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,877 | CashBOYAmt |
| Cash EOY | $15,533 | CashEOYAmt |
| Cash EOYFMV | $15,533 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,890 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,890 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $760 | AcctRcvblAmt |
| Acct Rcvbl BOY | $440 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $760 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $760 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $830,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $877,770 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,183,950 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $737,458 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $729,901 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $732,814 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,629,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,648,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,957,947 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $147,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $165,833 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $147,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $165,833 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,471,169 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,501,216 | CapitalStockEOYAmt |
| Retained Earning BOY | $11,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$18,195 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,482,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,483,021 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,629,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,648,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,482,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $529 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,483,021 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,483,021 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANK - LTCG - COVERED | P | 2012-01-01 | 2014-12-31 | $156,600 | $157,720 | -$1,120 | -$1,120 |
| US BANK - LTCG - NONCOVERED | P | 2012-01-01 | 2014-12-31 | $429,342 | $331,566 | $97,776 | $97,776 |
| CAPITAL GAIN DIVIDENDS | P | $10,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,982 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $131,811 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,931,887 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068229 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $156,199 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,765,259 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088485 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,975 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,621,024 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069077 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,980 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,508,542 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036446 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,417 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,377,325 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044592 | DistributionYr5Rt |
| Total Distribution | 0.306829 | TotalDistributionRt |
| Average Distribution | 0.061366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,971,346 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,974 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,488 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,462 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $159,438 | 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 | $1,488 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,488 | SubtotalAmt |
| Tax Based On Investment Income | $1,488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,304 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,304 | TotalPaymentsAndCreditsAmt |
| Tax Due | $184 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP S SHERBURNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6123383255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 SOUTH THIRD STREET STE 510 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET BULLITT-JONAS | ||||||||
| 708 SOUTH THIRD STREET STE 510 | Minneapolis | MN | 55415 | DIRECTOR | 0 | $0 | $0 | $0 |
| ROBERT JONAS | ||||||||
| 708 SOUTH THIRD STREET STE 510 | Minneapolis | MN | 55415 | DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,952,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,001,367 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,001,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,971,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,488 | TotalTaxAmt |
| Distributable Before Adj | $97,079 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $97,079 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $97,079 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,438 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $159,438 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,488 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $157,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,079 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,952 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,526 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,609 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $119,087 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,438 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $97,079 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,359 | RemainingDistriFromCorpusAmt |
| Total Corpus | $181,446 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $181,446 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $10,952 | ExcessFromYear3Amt |
| Excess From Year2 | $71,526 | ExcessFromYear2Amt |
| Excess From Year1 | $36,609 | ExcessFromYear1Amt |
| Excess From Current Year | $62,359 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGARET BULLITT AND ROBERT JONAS | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Living Springs Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 S Third Street Ste 510 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554151145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6123383255 | RecipientPhoneNum |
| Form And Info And Materials | TWO SETS OF GRANT PROPOSALS SHOULD BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARY FOCUS IS ON COMMUNITIES IN THE NEW ENGLAND AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| TRUSTEES OF THE RESERVATIONS | |||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | PC | WORK IN WESTERN MASSACHUSETTS | $3,000 | |
| GROW FOOD NORTHAMPTON INC | |||||||
| PO BOX 849 | NORTHAMPTON | MA | 01061 | PC | GENERAL OPERATING | $1,000 | |
| RAINFOREST ACTION NETWORK | |||||||
| 425 BUSH STREET | SAN FRANCISCO | CA | 94108 | PC | GENERAL SUPPORT | $2,000 | SUITE 300 |
| EPISCOPAL DIOCESE OF MASSACHUSETTS | |||||||
| 138 TREMONT STREET | BOSTON | MA | 02111 | PC | TOGETHER NOW CAMPAIGN PAYMENT 4 OF 5 YEAR PLEDGE | $12,000 | |
| SOCIETY OF SAINT JOHN THE EVANGELIST | |||||||
| 980 MEMORIAL DRIVE | CAMBRIDGE | MA | 02138 | PC | GREEN & LIGHT CAMPAIGN - 2,500, GENERAL OPERATING FUND - 2,500 (Year 2 of 3) | $5,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | CONSERVATION | $2,500 | |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | GENERAL OPERATING | $2,000 | |
| GENESIS SPIRITUAL LIFE CENTER | |||||||
| 53 MILL STREET | WESTFIELD | MA | 01085 | PC | GENERAL OPERATING | $2,000 | |
| NORTHAMPTON SURVIVAL CENTER | |||||||
| 265 PROSPECT STREET | NORTHAMPTON | MA | 01060 | PC | GENERAL OPERATING | $2,000 | |
| NATURE CONSERVANCY | |||||||
| 99 BEDFORD ST 5TH FLOOR | BOSTON | MA | 02111 | PC | WESTERN MASSACHUSETTS PROGRAM | $2,000 | |
| FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| PO BOX 160 | HATFIELD | MA | 01038 | PC | GENERAL OPERATING | $1,500 | |
| UNITED WAY OF HAMPSHIRE COUNTY | |||||||
| PO BOX 123 | NORTHAMPTON | MA | 01061 | PC | GENERAL OPERATING | $2,000 | |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PC | GENERAL OPERATING | $5,000 | |
| EAGLE EYE INSTITUTE | |||||||
| 14 CHAPEL STREET | SOMERVILLE | MA | 02144 | PC | GENERAL OPERATING | $1,500 | |
| FRANKLIN LAND TRUST INC | |||||||
| 36 STATE STREET | SHELBURNE FALLS | MA | 01370 | PC | BUILDING CAMPAIGN | $8,000 | PO BOX 450 |
| HILLTOWN LAND TRUST INC | |||||||
| 332 BULLITT ROAD | ASHFIELD | MA | 01330 | PC | GENERAL OPERATING | $2,000 | |
| WORLD STEWARDSHIP INSTITUTE | |||||||
| 887 SEBASTOPOL ROAD | SANTA ROSA | CA | 95407 | PC | THE NATIONAL RELIGIOUS COALITION ON CREATION CARE-$2,000 | $2,000 | SUITE A |
| FRIENDS OF THE EARTH | |||||||
| 1100 15TH STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING | $2,000 | 11TH FLOOR |
| EPISCOPAL DIVINITY SCHOOL | |||||||
| 99 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING PAYMENT 4 OF 4 YEAR PLEDGE - 2,000, AND CAPITAL CAMPAIGN PAYMENT 2 OF 5 YEAR PLEDGE - 5,000 | $7,000 | |
| THE TRUST FOR PUBLIC LAND | |||||||
| 10 MILK STREET | BOSTON | MA | 02108 | PC | CT RIVER PROGRAM | $1,500 | SUITE 810 |
| THE SIERRA CLUB FOUNDATION | |||||||
| 85 SECOND STREET 2ND FLOOR | SAN FRANCISCO | CA | 94105 | PC | GENERAL OPERATING | $1,500 | |
| KESTREL LAND TRUST | |||||||
| PO BOX 1016 | AMHERST | MA | 01004 | PC | POSTION OF KLT DEVELOPMENT DIRECTOR PLEDGE 3 OF 3 | $30,000 | |
| KARUNA CENTER FOR PEACEBUILDING INC | |||||||
| 447 WEST STREET | AMHERST | MA | 01002 | PC | GENEAL OPERATING | $1,000 | |
| AMHERST SURVIVAL CENTER | |||||||
| PO BOX 9629 | NORTH AMHERST | MA | 01059 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE | |||||||
| ONE SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| EPIPHANY SCHOOL INC | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| NEW ENGLAND PUBLIC RADIO FOUNDATION | |||||||
| 131 COUNTY CIRCLE | AMHERST | MA | 01003 | PC | GRANT FOR WFCR RADIO | $3,000 | |
| WILD EARTH SOCIETY INC | |||||||
| PO BOX 5284 | TITUSVILLE | FL | 32783 | PC | WILDLANDS NETWORK | $1,500 | |
| MOUNT GRACE LAND CONSERVATION TRUST INC | |||||||
| 1461 OLD KEENE ROAD | ATHOL | MA | 013319734 | PC | JOHN & MARGARET MACKIN PROJECT | $2,000 | |
| POPULATION CONNECTION | |||||||
| PO BOX 97129 | WASHINGTON | DC | 20077 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PROSPERITY CATALYST INC | |||||||
| 9 WATERHOUSE STREET 1 | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| UNITED WAY OF PIONEER VALLEY INC | |||||||
| 1441 MAIN STREET | SPRINGFIELD | MA | 01103 | PC | GENERAL OPERATING SUPPORT | $2,000 | SUITE 147 |
| OPEN SPACE INSTITUTE INC | |||||||
| 1350 BROADWAY | NEW YORK | NY | 100180983 | PC | BETTER FUTURE PROJECT | $5,000 | ROOM 201 |
| HITCHCOCK CENTER FOR THE ENVIRONMENT | |||||||
| 525 SOUTH PLEASANT STREET | AMHERST | MA | 01002 | PC | BUILDING FOR THE FUTURE CAMPAIGN - PYMT 1 of 3 YEAR PLEDGE | $16,667 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 210 MAIN STREET | NORTHAMPTON | MA | 01060 | PC | PROJECT 47.47 ACRES BETWEEN ARCADIA & THE STATE HOSPITAL - 1,000; MARK NATHAN FDN FOR SOCIAL JUSTICE - 1,000; NORTHAMPTON OPEN SPACE & BICYCLE PROJECTS FUND - 1,000 | $3,000 | ROOM 11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,167 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EPISCOPAL DICESE OF MASSACHUSETTS | ||||||
| 138 TREMONT STREET | BOSTON | MA | 02111 | PC | EDUCATION | $12,000 |
| HITCHCOCK CENTER INC | ||||||
| 525 S PLEASANT ST | AMHERST | MA | 01002 | PC | CAPITAL CAMPAIGN | $33,333 |
| KESTREL LAND TRUST | ||||||
| PO BOX 1016 | AMHERST | MA | 01004 | PC | GENERAL OPERATING | $90,000 |
| EPISCOPAL DIVINITY SCHOOL | ||||||
| 99 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING | $15,000 |
| LESS GRANTS PREVIOUSLY ACCRUED | ||||||
| 708 SOUTH THIRD STREET STE 510 | MINNEAPOLIS | MN | 55415 | PC | VARIOUS | -$147,000 |
| NEW ENGLAND PUBLIC RADIO | ||||||
| 131 COUNTY CIRCLE | AMHERST | MA | 01003 | PC | SPECIFICALLY FOR WFCR RADIO | $3,000 |
| OPEN SPACE INSTITUTE | ||||||
| 1350 BROADWAY NO 201 | NEW YORK | NY | 10018 | PC | BETTER FUTURE PROJECT | $5,000 |
| SOCIETY OF SAINT JOHN THE EVANGELIST | ||||||
| 980 MEMORIAL DRIVE | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING SUPPORT | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $18,833 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,107 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $161,206 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,206 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHERBURNE & DAHL, LTD | CategoryTxt |
| Amt | $8,441 | Amt |
| Net Investment Income | $4,220 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,221 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANK AGENCY ACCOUNT- BONDS | ||
| SCHEDULE AVAIL UPON REQUEST | $729,901 | $732,814 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. BANK AGENCY ACCOUNT- | ||
| SCHED AVAIL UPON REQUEST | $877,770 | $1,183,950 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $188 | $188 | |
| STATE OF MN FILING FEE | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US BANK MANAGEMENT FEES | CategoryTxt |
| Amt | $7,529 | Amt |
| Net Investment Income | $7,529 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $516 | Amt |
| Net Investment Income | $516 | NetInvestmentIncomeAmt |
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