JOE MAUER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JOE MAUER FOUNDATION (EIN 45-3843417)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-13
IRS object ID
201532259349100028
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-13T09:54:33-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453843417EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOE MAUER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOEMBusinessNameControlTxt
Phone9493008035PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1DESGUINCPA 15176 NW 100TH AVE RDAddressLine1Txt
CityREDDICKCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32686ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH P MAUERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-08-13SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$892,846FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$58,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$71InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$71InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,201DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,201DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$57,771NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$314,299GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,277CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$128,043TotalRevAndExpnssAmt
Total Net Invst Incm$49,549TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,030LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,030LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,030LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$10,350OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,350OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$10,350OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$86OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$86OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$86OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,466TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,466TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,466TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$172,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$172,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$183,466TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,466TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$183,466TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$55,423ExcessRevenueOverExpensesAmt
Net Investment Income$38,083NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$571,414CashBOYAmt
Cash EOY$72,814CashEOYAmt
Cash EOYFMV$72,814CashEOYFMVAmt
US Government Obligations BOY$155,770USGovernmentObligationsBOYAmt
Corporate Stock BOY$219,800CorporateStockBOYAmt
Corporate Stock EOY$820,032CorporateStockEOYAmt
Corporate Stock EOYFMV$820,032CorporateStockEOYFMVAmt
Total Assets BOY$946,984TotalAssetsBOYAmt
Total Assets EOY$892,846TotalAssetsEOYAmt
Total Assets EOYFMV$892,846TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$946,984UnrestrictedBOYAmt
Unrestricted EOY$892,846UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$946,984TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$892,846TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$946,984TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$892,846TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$946,984TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$55,423ExcessRevenueOverExpensesAmt
Other Increases$1,285OtherIncreasesAmt
Subtotal$892,846SubtotalAmt
Tot Net Ast Or Fund Balances EOY$892,846TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS ISHARES TIPSD2013-02-052014-08-05$113,665$121,252-$7,587-$7,587
VARIOUS SAN DIEGO CALI BED2012-01-012014-08-28$200,634$155,770$44,864$44,864
FieldValueIRS element (for citing)
Capital Gain Net Income$37,277CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,612AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$999,665NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05063DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$3,627NetVlNoncharitableAssetsYr2Amt
Total Distribution0.05063TotalDistributionRt
Average Distribution0.02532AverageDistributionRt
Net Vl Noncharitable Assets$972,200NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,611AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$381NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,992AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$183,466QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$381InvestmentIncomeExciseTaxAmt
Subtotal$381SubtotalAmt
Tax Based On Investment Income$381TaxBasedOnInvestmentIncomeAmt
Tax Due$381TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CYNTHIA M DESGUINCPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9493008035PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115176 NW 100TH AVE RDAddressLine1Txt
CityREDDICKCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32686ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH P MAUER
8300 NORMAN CENTER DR STE 1150BLOOMINGTONMN55437President5.00$0
MADELINE A MAUER
8300 NORMAN CENTER DRIVE 1150BLOOMINGTONMN55437Vice President2.00$0
CYNTHIA M DESGUIN
15176 NW 100TH AVE RDREDDICKFL32686Treasurer2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$589,441AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$397,564AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$987,005TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$987,005AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,805CashDeemedCharitableAmt
Net Vl Noncharitable Assets$972,200NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,610MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,610MinimumInvestmentReturnAmt
Tax Based On Investment Income$381TaxBasedOnInvestmentIncomeAmt
Total Tax$381TotalTaxAmt
Distributable Before Adj$48,229DistributableBeforeAdjAmt
Distributable Before Ded$48,229DistributableBeforeDedAmt
Distributable As Adjusted$48,229DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$183,466ExpensesAndContributionsAmt
Qualifying Distributions$183,466QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$381PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$183,085AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,229DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$1,226ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,226TotalExcessDistributionCyovAmt
Qualifying Distributions$183,466QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,229AppliedToCurrentYearAmt
Remaining Distri From Corpus$135,237RemainingDistriFromCorpusAmt
Total Corpus$136,463TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$136,463ExcessDistriCyovToNextYrAmt
Excess From Year1$1,226ExcessFromYear1Amt
Excess From Current Year$135,237ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH P MAUERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDRENS HOSPITALS CLINICS OF MN
2910 CENTRE POINT DRIVEROSEVILLEMN55113NONEPCGENERAL OPERATING SUPPORT$150,000
TWINS COMMUNITY FUND
1 TWINS WAYMINNEAPOLISMN55403NONEPCGENERAL OPERATING SUPPORT$10,000
CHEERFUL GIVERS
1287 BERRY RIDGE ROADEAGANMN55123NONEPCGENERAL OPERATING SUPPORT$7,000
GILETTE CHILDRENS FOUNDATION
200 UNIVERSITY AVE ESAINT PAULMN55101NONEPCGENERAL OPERATING SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$172,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$71ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,201ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$57,771ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$70,043ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,043TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCOLLEMCVOYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1400 FIRST AVENUE NORTH STE 700AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55401ZIPCd
FieldValueIRS element (for citing)
Total Contributions$55,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
POWERSHARES SENIOR LOAN PORT$173,729$173,729
HATTERAS LG SHT DEBT INST$214,220$214,220
PIONEER MLTI AST ULT SHT INC Y$136,541$136,541
RS FLOATING RATE Y$174,290$174,290
1000 SHARES ISHARES$121,252$121,252

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

Legal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
$280$280$0$280
$750$750$0$750

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECRETARY OF STATE ANNUAL FEE$25$25$25
SECRETARY OF STATE ANNUAL FEE$61$61$61

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

AmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
$1,493$1,493$0$1,493
$8,857$8,857$0$8,857

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