MARBROOK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARBROOK FOUNDATION (EIN 41-6019899)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201543159349100209
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T08:30:48-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411373234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAWMILL PRIVATE MANAGEMENT INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 730 BLDG 730 2ND AVE S | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 416019899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARBROOK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARB | BusinessNameControlTxt |
| Phone | 6127521783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 2ND AVE S SUITE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARKELL KIEFER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6127521783 | PhoneNum |
| Signature | 2015-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS E LANGE | PreparerPersonNm |
| PTIN | P00021008 | PTIN |
| Phone | 6127521770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,540,827 | 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 | $425,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $485,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $485,624 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $349,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,207,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $349,450 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,939 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,269,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $835,074 | 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 | $12,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $250,908 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,817 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $103,091 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,216 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,393 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,472 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,494 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,978 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,258 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,485 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $379,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,962 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $157,654 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $830,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $830,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,210,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,962 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $988,205 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $649,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $336,367 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,987 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,987 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,567,226 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,671,191 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,665,780 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,259,556 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,174,512 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,449,789 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,651,620 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,703,542 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,609,484 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $980,100 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,090,107 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,601,787 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,794,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,853,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,540,827 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,794,869 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,853,339 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,794,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,853,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,794,869 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,853,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,794,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,853,339 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,853,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TRUST COMPASS CUSTODY | P | $201,047 | $195,063 | $5,984 | $5,984 |
| RIVERBRIDGE | P | $49,411 | $46,447 | $2,964 | $2,964 |
| SCHWAB-ULLAND | P | $838 | -$838 | -$838 | |
| TRUST CO OF THE WEST | P | $1,182 | -$1,182 | -$1,182 | |
| SPEECE THORSON | P | $6,567 | -$6,567 | -$6,567 | |
| STCGC | P | $41,290 | -$41,290 | -$41,290 | |
| RIVERBRIDGE | P | $242,912 | $99,124 | $143,788 | $143,788 |
| SCHWAB-ULLAND | P | $417 | -$417 | -$417 | |
| SCHWAB-ULLAND | P | $359 | $359 | $359 | |
| SCHWAB-ULLAND 1250 | P | $501 | $501 | $501 | |
| TEMPLETON | P | $200,000 | $204,661 | -$4,661 | -$4,661 |
| TRUST CO OF THE WEST | P | $147,535 | $147,535 | $147,535 | |
| US TRUST COMPASS CUSTODY | P | $252,153 | $259,600 | -$7,447 | -$7,447 |
| TCW SELECT EQUITY | P | $4,825 | $4,825 | $4,825 | |
| TCW GROWTH EQUITY | P | $5,124 | $5,124 | $5,124 | |
| SPEECE THORSON | P | $98,961 | $98,961 | $98,961 | |
| STC GLOBAL CORE EQ | P | $3,284 | -$3,284 | -$3,284 | |
| TCW RELATIVE VALUE FD | P | $5,095 | $5,095 | $5,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $349,450 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $877,046 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,262,549 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057464 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $818,238 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,367,480 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056951 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $801,534 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,284,581 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052441 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $769,788 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,751,900 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055977 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $783,953 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,473,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062849 | DistributionYr5Rt |
| Total Distribution | 0.285682 | TotalDistributionRt |
| Average Distribution | 0.057136 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,280,936 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $930,228 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,491 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $936,719 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $988,205 | 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 | $6,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,784 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,784 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,293 | OverpaymentAmt |
| Applied To ES Tax | $16,293 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | 0 | Form990TFiledInd |
| 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 | WWW.MARBROOKFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SAWMILL PRIVATE MANAGEMENT INC | IndividualWithBooksNm |
| Phone | 6127521770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 SECOND AVE S STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| MARKELL BROOKS | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARKELL KIEFER | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHEN B BROOKS | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHERINE M LEIGHTON | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH K BROOKS | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM R KING | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN E LARSEN | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MINNA BROOKS | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | EXECUTIVE DIRECTOR | 20.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAWMILL PRIVATE MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 SECOND AVE S STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FOUNDATION MANAGEMENT/CHARITABLE OVERSIGHT | ServiceTypeTxt |
| Compensation | $103,091 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $16,209,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $319,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,528,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,528,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $247,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,280,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $814,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $814,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,491 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $247 | IncomeTaxAmt |
| Total Tax | $6,738 | TotalTaxAmt |
| Distributable Before Adj | $807,309 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $807,309 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $807,309 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $988,205 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $988,205 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,491 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $981,714 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $807,309 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $160,658 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $154,861 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $315,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $988,205 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $807,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $180,896 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $496,415 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $496,415 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $160,658 | ExcessFromYear2Amt |
| Excess From Year1 | $154,861 | ExcessFromYear1Amt |
| Excess From Current Year | $180,896 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARBROOK FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 SECOND AVE S STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6127521783 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN PROPOSAL WITH DESCRIPTION OF OBJECTIVES, BUDGET, METHOD OF EVALUATION, AND EVIDENCE OF CHARITABLE EXEMPTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY RESTRICTED TO THE MINNEAPOIS-ST PAUL AREA WITH PRIMARY EMPHASIS ON INITIATIVES THAT CREATE EQUAL OPPORTUNITY FOR IMMIGRANTS AND REFUGEES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACCESSABILITY INC | ||||||||||||
| 360 HOOVER STREET | MINNEAPOLIS | MN | 55413 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| AFRICAN COMMUNITY SERVICES | ||||||||||||
| 1305 E 24TH STREET | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| AFRICAN DEVELOPMENT CENTER | ||||||||||||
| 1931 SOUTH 5TH STREET | MINNEAPOLIS | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $22,000 | |||||
| AMERICAN SWEDISH INSTITUTE | ||||||||||||
| 2600 PARK AVE S | MINNEAPOLIS | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $7,500 | |||||
| AMHERST H WILDER FOUNDATION | ||||||||||||
| 451 LEXINGTON PARKWAY NORTH | SAINT PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| ARC GREATER TWIN CITIES | ||||||||||||
| 2446 UNIVERSITY AVE W | SAINT PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | |||||
| ASIAN ECONOMIC DEVELOPMENT ASSOCIATION | ||||||||||||
| 377 UNIVERSITY AVE W | SAINT PAUL | MN | 55103 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| AUGSBURG COLLEGE | ||||||||||||
| 2211 RIVERSIDE AVE | MINNEAPOLIS | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| BANYAN COMMUNITY | ||||||||||||
| 2647 BLOOMINGTON AVE | MINNEAPOLIS | MN | 55407 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $25,000 | |||||
| BRECK SCHOOL | ||||||||||||
| 123 OTTAWA AVENUE NORTH | GOLDEN VALLEY | MN | 554225189 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $4,000 | |||||
| CAPI USA | ||||||||||||
| 3702 EAST LAKE STREET | MINNEAPOLIS | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST PAUL AND MINNEAPOLIS | ||||||||||||
| 1200 SECOND AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $7,500 | |||||
| CENTER FOR HMONG ARTS & TALENT | ||||||||||||
| 9955 UNIVERSITY AVE W | SAINT PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $7,500 | |||||
| CENTER FOR THE VICTIMS OF TORTURE | ||||||||||||
| 2356 UNIVERSITY AVENUE WEST | SAINT PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $18,000 | |||||
| CENTRO TYRONE GUZMAN | ||||||||||||
| 1915 CHICAGO AVE S | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $20,000 | |||||
| CENTURY COLLEGE FOUNDATION | ||||||||||||
| 3300 CENTURY AVENUE NORTH | WHITE BEAR LAKE | MN | 55110 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| CITY HOUSE | ||||||||||||
| 1730 NEW BRIGHTON BLVD | MINNEAPOLIS | MN | 554131248 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | |||||
| CLIMB THEATRE | ||||||||||||
| 6415 CARNEN AVENUE EAST | INVER GROVE HEIGHTS | MN | 55076 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | |||||
| COLLEGE OF VETERINARY MEDICINEUNIVERSITY OF MINNESOTA | ||||||||||||
| 1365 GORTNER AVENUE | SAINT PAUL | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | |||||
| COLORADO ROCKY MOUNTAIN SCHOOL | ||||||||||||
| 1493 COUNTY ROAD 106 | CARBONDALE | CO | 816232357 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | |||||
| COMMONBOND COMMUNITIES | ||||||||||||
| 328 KELLOGG BOULEVARD WEST | SAINT PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| COMMUNIDADES LATINAS UNIDAS EN SERVICIO (CLUES) | ||||||||||||
| 797 E 7TH STREET | SAINT PAUL | MN | 55106 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| CORNELL UNIVERSITY | ||||||||||||
| 144 EAST AVE | ITHACA | NY | 14853 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | |||||
| CRISTO REY JESUIT HIGH SCHOOL | ||||||||||||
| 2924 S 4TH AVE | MINNEAPOLIS | MN | 55408 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| CSJ MINISTRY COLLABORATIVE | ||||||||||||
| 1884 RANDOLPH AVENUE | SAINT PAUL | MN | 551051700 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| EMERGE COMMUNITY DEVELOPMENT | ||||||||||||
| 1101 WEST BROADWAY | MINNEAPOLIS | MN | 55411 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| FAIRVIEW FOUNDATION | ||||||||||||
| 2344 ENERGY PARK DR | SAINT PAUL | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | |||||
| FAIRVIEW HIGH SCHOOL | ||||||||||||
| 1910 COUNTY HWY 46 | ROSEVILLE | MN | 55113 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | |||||
| FAMILY PARTNERSHIP | ||||||||||||
| 414 SOUTH EIGHTH STREET | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| FRIENDS OF ST PAUL COLLEGE | ||||||||||||
| 235 MARSHALL AVE | SAINT PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| FRIENDS SCHOOL | ||||||||||||
| 1365 ENGLEWOOD AVE | SAINT PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,000 | |||||
| GAMPO ABBEY | ||||||||||||
| NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | 1533 PLEASANT BAY RD | PLEASANT BAY | NS | CA | B0E 2P0 | ||||
| GENESYS WORKS-TWIN CITIES | ||||||||||||
| 445 MINNESOTA STREET | SAINT PAUL | MN | 551012127 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| GRAND TETON MUSIC FESTIVAL | ||||||||||||
| 4015 N LAKE CREEK DR 100 | WILSON | WY | 83014 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | |||||
| GREATER TWIN CITIES UNITED WAY | ||||||||||||
| 404 8TH STREET | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| GREEN CARD VOICES | ||||||||||||
| 2822 LYNDALE AVE S | MINNEAPOLIS | MN | 55408 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | |||||
| GROWING GARDENS | ||||||||||||
| 2203 NE OREGON STREET | PORTLAND | OR | 97232 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | |||||
| GUADALUPE ALTERNATIVE PROGRAM | ||||||||||||
| 381 ROBIE ST E | SAINT PAUL | MN | 55107 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $7,500 | |||||
| HAZELDEN FOUNDATION | ||||||||||||
| 1375 ST ANTHONY AVENUE | SAINT PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | |||||
| HMONG AMERICAN PARTNERSHIP | ||||||||||||
| 1075 ARCADE STREET | SAINT PAUL | MN | 55106 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| HORIZON K-8 SCHOOL | ||||||||||||
| 4545 SIOUX DRIVE | BOULDER | CO | 80303 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | |||||
| INTERNATIONAL INSTITUTE OF MINNESOTA | ||||||||||||
| 1694 COMO AVE | SAINT PAUL | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| KAREN ORGANIZATION OF MINNESOTA | ||||||||||||
| 1394 JACKSON STREET | SAINT PAUL | MN | 55117 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $12,500 | |||||
| KHYENTSE FOUNDATION | ||||||||||||
| PO BOX 156648 | SAN FRANCISCO | CA | 94115 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $4,500 | |||||
| LA OPORTUNIDAD INC | ||||||||||||
| 2700 E LAKE ST 3200 | MINNEAPOLIS | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| LAKE COUNTRY SCHOOL | ||||||||||||
| 3755 PLEASANT AVENUE SOUTH | MINNEAPOLIS | MN | 55409 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | |||||
| LATINO ECONOMIC DEVELOPMENT CENTER | ||||||||||||
| 1516 EAST LAKE STREET | MINNEAPOLIS | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| LIFETRACK RESOURCES | ||||||||||||
| 709 UNIVERSITY AVE W | SAINT PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| LIGMINCHA INTERNATIONAL | ||||||||||||
| 554 DRUMHELLER LANE | SHIPMAN | VA | 22971 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 | |||||
| LUTHERAN SOCIAL SERVICE OF MN | ||||||||||||
| 2485 COMO AVE | SAINT PAUL | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| LYME DISEASE RESEARCH FOUNDATION | ||||||||||||
| 2360 W JOPPA ROAD | LUTHERVILLE | MD | 21093 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | |||||
| LYNDALE NEIGHBORHOOD ASSOCIATION | ||||||||||||
| 3537 NICOLLET AVENUE | MINNEAPOLIS | MN | 55408 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| MARIAN CHACE FOUNDATION | ||||||||||||
| 10632 LITTLE PATUXENT PARKWAY | COLUMBIA | MD | 21044 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | |||||
| MICROGRANTS | ||||||||||||
| 1035 EAST FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| MIDWEST ART CONSERVATION CENTER | ||||||||||||
| 2400 3RD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | |||||
| MINNEAPOLIS HEART INSTITUTE FOUNDATION | ||||||||||||
| 920 EAST 28TH STREET | MINNEAPOLIS | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | |||||
| MINNESOTA AFRICAN WOMENS ASSOCIATION | ||||||||||||
| 3300 COUNTY ROAD 10 SUITE 510 | BROOKLYN CENTER | MN | 55429 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| MINNESOTA FOOD ASSOCIATION | ||||||||||||
| 14220-B OSTLUND TRAIL NORTH | STILLWATER | MN | 55047 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| MINNESOTA LITERACY COUNCIL | ||||||||||||
| 700 RAYMOND AVE 180 | SAINT PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| MORE MULTICULTURAL SCHOOL FOR EMPOWERMENT | ||||||||||||
| 96 E WHEELOCK PARKWAY | SAINT PAUL | MN | 55117 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| NAROPA UNIVERSITY | ||||||||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 803026697 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | |||||
| NEIGHBORHOOD DEVELOPMENT ALLIANCE | ||||||||||||
| 481 WABASHA ST S | SAINT PAUL | MN | 55107 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| NEIGHBORHOOD DEVELOPMENT CENTER | ||||||||||||
| 1515 E LAKE ST | MINNEAPOLIS | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $11,000 | |||||
| NEIGHBORHOOD HOUSE | ||||||||||||
| 179 ROBIE STREET EAST | SAINT PAUL | MN | 551072360 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| NEXUS COMMUNITY PARTNERS | ||||||||||||
| 2314 UNIVERSITY AVE W 18 | SAINT PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| NORTHEASTERN MINNESOTANS FOR WILDERNESS | ||||||||||||
| PO BOX 625 | ELY | MN | 55731 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | |||||
| PHEASANTS FOREVER | ||||||||||||
| 1783 BUERKLE CIR | WHITE BEAR LAKE | MN | 55110 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | |||||
| PIEDMONT COUNCIL OF THE ARTS | ||||||||||||
| PO BOX 2426 | CHARLOTTESVILLE | VA | 229022426 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | |||||
| PILLSBURY UNITED COMMUNITIES | ||||||||||||
| 125 WEST BROADWAY | MINNEAPOLIS | MN | 55411 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| PLANNED PARENTHOOD MN ND SD | ||||||||||||
| 671 VANDALIA ST | SAINT PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| PROJECT SUCCESS | ||||||||||||
| ONE GROVELAND TERRACE | MINNEAPOLIS | MN | 55405 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $13,500 | |||||
| PUBLIC ART SAINT PAUL | ||||||||||||
| 351 KELLOGG BLVD E | SAINT PAUL | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $7,500 | |||||
| ROCK STAR SUPPLY CO | ||||||||||||
| 2388 UNIVERSITY AVE W | SAINT PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| ROMERO INSTITUTE | ||||||||||||
| 740 FRONT STREET | SANTA CRUZ | CA | 95060 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $4,500 | |||||
| SAINT PAUL AREA COUNCIL OF CHURCHES | ||||||||||||
| 1671 SUMMIT AVE | SAINT PAUL | MN | 55105 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| SECOND HARVEST HEARTLAND | ||||||||||||
| 1140 GERVAIS AVENUE | SAINT PAUL | MN | 55109 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | |||||
| SHAMBHALA INTERNATIONAL CENTER | ||||||||||||
| 1345 SPRUCE STREET | BOULDER | CO | 80302 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 | |||||
| SOMALI SUCCESS SCHOOL | ||||||||||||
| 614 E GRANT STREET | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | |||||
| SOUTHERN THEATER FOUNDATION CORP | ||||||||||||
| 1420 S WASHINGTON AVE | MINNEAPOLIS | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | |||||
| SPRINGBOARD FOR THE ARTS | ||||||||||||
| 308 E PRINCE ST 270 | SAINT PAUL | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $13,000 | |||||
| ST ANNE'S-BELFIELD SCHOOL | ||||||||||||
| 2132 IVY RD | CHARLOTTESVILLE | VA | 22903 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | |||||
| STEPPINGSTONE THEATRE | ||||||||||||
| 55 VICTORIA ST N | SAINT PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | |||||
| TEACH FOR AMERICA-TWIN CITIES | ||||||||||||
| 401 SECOND AVENUE NORTH | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| TEN THOUSAND THINGS THEATER | ||||||||||||
| 3153 36TH AVE S | MINNEAPOLIS | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| THE CEDAR CULTURAL CENTER | ||||||||||||
| 416 CEDAR AVENUE SOUTH | MINNEAPOLIS | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| THE HILL MUSEUM AND MANUSCRIPT LIBRARY (HMML) | ||||||||||||
| 2850 ABBEY ROAD | COLLEGEVILLE | MN | 563217300 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | |||||
| THE HOLE IN THE WALL GANG FUND | ||||||||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | |||||
| THE NATURE CONSERVANCY OF MINNESOTA | ||||||||||||
| 1101 W RIVER PKWY 200 | MINNEAPOLIS | MN | 55415 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | |||||
| THE NOVA SCOTIA SEA SCHOOL | ||||||||||||
| NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 | 2057 GOTTINGEN ST | HALIFAX | NS | CA | B3K 1P6 | ||||
| TIGERLION ARTS | ||||||||||||
| 730 SECOND AVENUE SOUTH | MINNEAPOLIS | MN | 55402 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $3,500 | |||||
| TWIN CITIES HABITAT FOR HUMANITY | ||||||||||||
| 1954 UNIVERSITY AVE W | SAINT PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 | |||||
| UNIVERSITY OF MN FOUNDATION | ||||||||||||
| 200 OAK STREET SE | MINNEAPOLIS | MN | 55455 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| WAY TO GROW | ||||||||||||
| 125 WEST BROADWAY | MINNEAPOLIS | MN | 55411 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | |||||
| WELLSHARE INTERNATIONAL | ||||||||||||
| 122 WEST FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| WOMENS INITIATIVE FOR SELF EMPOWERMENT (WISE) INC | ||||||||||||
| 570 ASBURY STREET | SAINT PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 | |||||
| WORLD PULSE | ||||||||||||
| 1006 SE GRAND AVENUE | PORTLAND | OR | 97214 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 | |||||
| YALE SCHOOL OF MANAGEMENT | ||||||||||||
| PO BOX 208200 | NEW HAVEN | CT | 062508200 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $4,500 | |||||
| YWCA OF MINNEAPOLIS | ||||||||||||
| 1130 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $780,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOMEN'S FOUNDATION OF MINNESOTA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 5TH AVE S | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATIONS OF THE ORGANIZATION | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $485,624 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $8,939 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $349,450 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $844,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $844,013 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF CONLEY BROOKS SR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 2ND AVE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $425,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EIDE BAILEY | CategoryTxt |
| Amt | $12,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPELL CAPITAL MEZZANINE PTRS | $474,443 | $463,058 |
| TEMPLETON GLOBAL BOND FUND | $1,073,166 | $993,033 |
| COMPASS BOND FUND-CORPORATE BONDS | $155,933 | $153,393 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TCW GROWTH EQUITIES I | $81,792 | $62,385 |
| TCW GAL SELECT EQUITIES FUND | $115,579 | $164,870 |
| TCW CONCENTRATED CORE EQUITY | $1,396,253 | $2,462,755 |
| TCW GALILEO VALUE OPPS FUND | $0 | $0 |
| TCW RELATIVE VALUE MID CAP FUND | $38,413 | $44,871 |
| RIVERBRIDGE SMID | $1,367,118 | $2,304,698 |
| ULLAND - EQUITIES | $280,451 | $269,510 |
| ULLAND - TRUST PREFERRED (FIXED INCOME) | $179,276 | $183,684 |
| STC GLOBAL CORE EQ LLC | $3,186,584 | $3,451,161 |
| SAWMILL TRUST CO INTL EQUITY PTRS | $1,529,046 | $1,505,855 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $759,684 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $778,458 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $911,507 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $887,322 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPEECE THORSON CAPITAL VALUE FD | AT COST | $940,107 | $2,451,787 |
| COMMON REINVEST FUND | AT COST | $150,000 | $150,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXP | $35,760 | $0 | $35,760 |
| NONDEDUCTIBLE FROM PASSTHROUGHS | $1,823 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE | $24,695 | $24,965 | $0 |
| DUES | $725 | $0 | $725 |
| OTHER PORTFOLIO LOSS | $293 | $293 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INC-PARTNERSHIP | $6,933 | $0 | $6,933 |
| STATE TAX REFUND | $2,006 | $0 | $2,006 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $147,817 | $147,817 | $0 |
| SAWMILL PRIVATE MANAGEMENT INC | $103,091 | $0 | $103,091 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $11,393 | $11,393 | $0 |
| FEDERAL TAX PAID | $34,823 | $0 | $0 |
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