BETA

WMN FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WMN FOUNDATION (EIN 20-4850609)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201541349349102854
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)
Return2015-05-14T15:12:20-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARLSON HOLDINGS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 CARLSON PARKWAY SUITE 275AddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55305ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204850609EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WMN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TONKAWA INCInCareOfNm
Business Name ControlWMNFBusinessNameControlTxt
Phone9524045636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 TONKAWA ROADAddressLine1Txt
Address Line2SuiteAddressLine2Txt
CityLONG LAKECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55356ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonC DAVID NELSONPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone9524045636PhoneNum
Signature2015-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BENSONPreparerPersonNm
PTINP00321553PTIN
Phone9524045636PhoneNum
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$837,635FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$414,039ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,425DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,424DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$89,432NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$133,942GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$89,432CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$513,896TotalRevAndExpnssAmt
Total Net Invst Incm$99,856TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$8,007OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,507OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$660TaxesRevAndExpnssAmt
Taxes Net Invst Incm$154TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$223OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$198OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,890TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$852TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,532TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$129,704ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$129,704ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$138,594TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$852TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$137,236TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$375,302ExcessRevenueOverExpensesAmt
Net Investment Income$99,004NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$33,216SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,684SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,684SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$478,669CorporateStockBOYAmt
Corporate Stock EOY$828,951CorporateStockEOYAmt
Corporate Stock EOYFMV$828,951CorporateStockEOYFMVAmt
Total Assets BOY$511,885TotalAssetsBOYAmt
Total Assets EOY$837,635TotalAssetsEOYAmt
Total Assets EOYFMV$837,635TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$511,885UnrestrictedBOYAmt
Unrestricted EOY$837,635UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$511,885TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$837,635TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$511,885TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$837,635TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$511,885TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$375,302ExcessRevenueOverExpensesAmt
Subtotal$887,187SubtotalAmt
Other Decreases$49,552OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$837,635TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
MARKETABLE SECURITIESP$38,000$38,246-$246-$246
MARKETABLE SECURITIESD$95,942$6,264$89,678$89,6781993-04-122014-02-18
FieldValueIRS element (for citing)
Capital Gain Net Income$89,432CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$121,829AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$451,346NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.269924DistributionYr1Rt
Adjusted Qlfy Distri Yr2$115,594AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$436,668NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.264718DistributionYr2Rt
Adjusted Qlfy Distri Yr3$107,455AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$526,419NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.204124DistributionYr3Rt
Adjusted Qlfy Distri Yr4$55,218AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$272,626NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.202541DistributionYr4Rt
Adjusted Qlfy Distri Yr5$54,618AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$220,083NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.24817DistributionYr5Rt
Total Distribution1.189477TotalDistributionRt
Average Distribution0.237895AverageDistributionRt
Net Vl Noncharitable Assets$545,751NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$129,831AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$990NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$130,821AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$137,236QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$990InvestmentIncomeExciseTaxAmt
Subtotal$990SubtotalAmt
Tax Based On Investment Income$990TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$12EsPenaltyAmt
Tax Due$1,002TaxDueAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TONKAWA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9524045600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1301 CARLSON PARKWAY SUITE 275AddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55305ZIPCd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
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
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DIANA NELSON
550 TONKAWA ROADLONG LAKEMN55356TRUSTEE, TREASURER1.0$0$0$0
WENDY M NELSON
550 TONKAWA ROADLONG LAKEMN55356TRUSTEE, PRESIDENT1.0$0$0$0
C DAVID NELSON
550 TONKAWA ROADLONG LAKEMN55356TRUSTEE, SECRETARY1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$538,145AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,917AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$554,062TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$554,062AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,311CashDeemedCharitableAmt
Net Vl Noncharitable Assets$545,751NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,288MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,288MinimumInvestmentReturnAmt
Tax Based On Investment Income$990TaxBasedOnInvestmentIncomeAmt
Total Tax$990TotalTaxAmt
Distributable Before Adj$26,298DistributableBeforeAdjAmt
Distributable Before Ded$26,298DistributableBeforeDedAmt
Distributable As Adjusted$26,298DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$137,236ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$137,236QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$990PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$136,246AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,298DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$54,659ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$58,976ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$107,565ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$93,901ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$100,272ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$415,373TotalExcessDistributionCyovAmt
Qualifying Distributions$137,236QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$26,298AppliedToCurrentYearAmt
Remaining Distri From Corpus$110,938RemainingDistriFromCorpusAmt
Total Corpus$526,311TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$54,659ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$471,652ExcessDistriCyovToNextYrAmt
Excess From Year4$58,976ExcessFromYear4Amt
Excess From Year3$107,565ExcessFromYear3Amt
Excess From Year2$93,901ExcessFromYear2Amt
Excess From Year1$100,272ExcessFromYear1Amt
Excess From Current Year$110,938ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWENDY NELSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonC DAVID NELSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1550 TONKAWA ROADAddressLine1Txt
CityLONG LAKECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55356ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9524045636RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD INCLUDE THE FOLLOWING: HISTORY AND GENERAL PURPOSE OF THE ORGANIZATION 3 YEAR BUDGET HISTORY AND 3 YEAR PROJECTED BUDGET (INCLUDING CURRENT YEAR BUDGET) COPY OF THE IRS TAX EXEMPT RULING COPY OF THE ORGANIZATION'S MOST RECENT FORM 990 LIST OF BOARD OF DIRECTORS AND AFFILIATIONS (MEMBER AGENCIES OR DEPARTMENTS OF LARGER ORGANIZATIONS MUST HAVE WRITTEN APPROVAL OF THE APPLICATION TO THE FOUNDATION FROM THE RESPONSIBLE EXECUTIVE OFFICER OF THE PARENT ORGANIZATION BEFORE SUBMITTING THE PROPOSAL TO THE FOUNDATION) PURPOSE OF REQUEST, INCLUDING HISTORY OF THE ORGANIZATION'S INVOLVEMENT IN CONCEPT, NEEDS ASSESSMENT, PROPOSED ACHIEVEMENTS AND BENEFITS AMOUNT OF REQUEST, INCLUDING LENGTH OF TIME FUNDS ARE BEING SOUGHT, WHERE ELSE FUNDS ARE BEING SOUGHT, AND PLEDGES RECEIVED TO DATE PROJECT OR PROGRAM BUDGET EVIDENCE OF COOPERATION WITH OTHER SIMILAR AGENCIES EVIDENCE OF EVALUATION SYSTEM FOR THE PROJECT OR PROGRAM DESCRIPTION OF HOW PROJECT OR PROGRAM WILL BE FUNDED ON AN ONFormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS SHOULD BE SUBMITTED NO LATER THAN MARCH 1 FOR JUNE GRANTS AND SEPTEMBER 1 FOR DECEMBERSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLAKE SCHOOL
110 BLAKE ROAD SOUTHHOPKINSMN55343NONEPCGENERAL OPERATING SUPPORT$10,000
CHILDREN'S THEATRE COMPANY
2400 THIRD AVENUE SOUTHMINNEAPOLISMN55404NONEPCGENERAL OPERATING SUPPORT$1,000
GRAND TETON NATIONAL PARK FOUNDATION
PO BOX 249MOOSEWY83012NONEPCGENERAL OPERATING SUPPORT$1,000
INNER CITY TENNIS
4005 NICOLLET AVENUE SOUTHMINNEAPOLISMN55409NONEPCGENERAL OPERATING SUPPORT$2,500
MILKWEED EDITIONS INC
1011 WASHINGTON AVENUE SOUTH SUITEMINNEAPOLISMN55415NONEPCGENERAL OPERATING SUPPORT$1,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCWOMEN'S BOARD SCHOLARSHIPS$280
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCNORTHWESTERN ANNUAL FUND$10,000
WOMEN'S FOUNDATION OF MINNESOTA
105 FIFTH AVENUE SOUTH SUITE 500MINNEAPOLISMN55401NONEPCGENERAL OPERATING SUPPORT$1,500
WOMEN'S SPORTS FOUNDATION
1899 HEMPSTEAD TURNPIKE SUITE 400EAST MEADOWNY11554NONEPCGENERAL OPERATING SUPPORT$1,000
HIGHPOINT CENTER FOR PRINTMAKING
912 W LAKE STREETMINNEAPOLISMN55408NONEPCGENERAL OPERATING SUPPORT$1,000
SCIENCE MUSEUM OF MINNESOTA
120 WEST KELLOGG BOULEVARDST PAULMN55102NONEPCGENERAL OPERATING SUPPORT$1,000
WATCH
608 SECOND AVE SOUTH SUITE 465MINNEAPOLISMN55402NONEPCANNUAL FUND$1,000
CHILDREN'S HEALTH CARE FOUNDATION
2910 CENTRE POINTE DRIVEROSEVILLEMN55113NONEPCGENERAL OPERATING SUPPORT$1,000
GUTHRIE THEATER
818 S 2ND STREETMINNEAPOLISMN55415NONEPCFULFILLING THE PROMISE CAMPAIGN$40,080
GUTHRIE THEATER
818 S 2ND STREETMINNEAPOLISMN55415NONEPCGENERAL OPERATING SUPPORT$20,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCKELLOGG SCHOOL$10,000
FAIRVOTE MINNESOTA FOUNDATION
PO BOX 19440MINNEAPOLISMN554190440NONEPCGENERAL OPERATING SUPPORT$2,500
PLANNED PARENTHOOD
671 VANDALIA STREETST PAULMN55114NONEPCGENERAL OPERATING SUPPORT$3,000
VOYAGEUR OUTWARD BOUND SCHOOL
179 ROBIE STREET EAST SUITE 295ST PAULMN55107NONEPCGENERAL OPERATING SUPPORT$5,000
PROJECT SUCCESS
ONE GROVELAND TERRACE SUITE 300MINNEAPOLISMN55403NONEPCGENERAL OPERATING SUPPORT$1,000
THE PLAYWRIGHTS CENTER
2301 EAST FRANKLIN AVEMINNEAPOLISMN554061099NONEPCCARSON KREITZER COMMISSION & CORE WRITER PROGRAM$680
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCGRIDIRON NETWORK$550
POSITIVE COACHING ALLIANCE
1600 UNIVERSITY AVE WESTST PAULMN55104NONEPCGENERAL OPERATING SUPPORT$1,000
POSITIVE COACHING ALLIANCE
1001 N RENGSTORFF SUITE 100MT VIEWCA94043NONEPCGENERAL OPERATING SUPPORT$5,072
SPRINGBOARD FOR THE ARTS
308 PRINCE STREET SUITE 270ST PAULMN55101NONE7TH HOUSE THEATER$500
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK STREET SE SUITE 500MINNEAPOLISMN55455NONEPCCARLSON SCHOOL OF MANAGEMENT ANNUAL FUND$6,042
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK STREET SE SUITE 500MINNEAPOLISMN55455NONEPCGENERAL OPERATING SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$129,704TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,425ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$89,432ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$99,857ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,857TotalIncomeProducingActyAmt

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 (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
WENDY NELSON
1301 CARLSON PARKWAY SUITE 275MINNETONKAMN55305$4,000Yes (X)
WENDY NELSON
2301 CARLSON PARKWAY SUITE 275MINNETONKAMN55305$4,000Yes (X)
WENDY NELSON
3301 CARLSON PARKWAY SUITE 275MINNETONKAMN55305$4,000Yes (X)
WENDY NELSON
4301 CARLSON PARKWAY SUITE 275MINNETONKAMN55305$4,000Yes (X)
WENDY NELSON
5301 CARLSON PARKWAY SUITE 275MINNETONKAMN55305$398,039Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor5ContributorNum
Noncash Property5757 SHARES MEDTRONIC INCNoncashPropertyDesc
Fair Market Value$398,039FairMarketValueAmt
Received2014-11-13ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES S&P 1500 INDEX$48,259$48,259
ISHARES MSCI EAFE INDEX$13,872$13,872
VANGUARD FTSE ALL WORLD INDEX$62,324$62,324
SIT US GOVT SECURITIES FUND$69,274$69,274
VANGUARD TOTAL STOCK MKT ETF$269,240$269,240
MEDTRONIC$365,982$365,982

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
DECREASE IN UNREALIZED APPRECIATION OF$0
PORTFOLIO ASSETS$49,541
VALUATION DIFFERENCE IN NONCASH GRANTS$0
PAID$11

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
MN ATTORNEY GENERAL FEE$25$25
MISC BANK FEES$198$198

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CITIBANK FEES$500$500
TONKAWA FEES$7,507$7,507

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$506
FOREIGN TAX$154$154

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