JOE MAUER FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JOE MAUER FOUNDATION (EIN 45-3843417)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-08
IRS object ID
201412209349100511
Schema version
2013v3.1
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)
Return2014-08-08T10:30:49-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453843417EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOE MAUER FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJOEMBusinessNameControlTxt
Phone9493008035PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1DESGUINCPA 15176 NW 100TH AVE RDAddressLine1
CityREDDICKCity
StateFLState
ZIP Code32686ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH P MAUERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-08-08SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$946,984FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,083ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$82InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$82InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,193DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,193DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$226,038NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$856,186GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,560CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$149OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$234,545TotalRevAndExpnssAmt
Total Net Invst Incm$38,835TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,814LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,750AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$61OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10,625TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,625TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$172,920ExcessRevenueOverExpensesAmt
Net Investment Income$38,835NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,850CashBOYAmt
Cash EOY$571,414CashEOYAmt
Cash EOYFMV$571,414CashEOYFMVAmt
US Government Obligations BOY$506,078USGovernmentObligationsBOYAmt
US Government Obligations EOY$155,770USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$155,770USGovtObligationsEOYFMVAmt
Corporate Stock BOY$487,968CorporateStockBOYAmt
Corporate Stock EOY$219,800CorporateStockEOYAmt
Corporate Stock EOYFMV$219,800CorporateStockEOYFMVAmt
Total Assets BOY$1,004,896TotalAssetsBOYAmt
Total Assets EOY$946,984TotalAssetsEOYAmt
Total Assets EOYFMV$946,984TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,004,896UnrestrictedBOYAmt
Unrestricted EOY$946,984UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,004,896TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$946,984TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,004,896TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$946,984TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,004,896TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$172,920ExcessRevenueOverExpensesAmt
Subtotal$1,177,816SubtotalAmt
Other Decreases$230,832OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$946,984TotNetAstOrFundBalancesEOYAmt

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 PFIZERD2012-01-012013-02-27$523,981$487,968$36,013$36,013
VARIOUS ACALANES CAD2012-01-012013-01-02$332,205$336,658-$4,453-$4,453
FieldValueIRS element (for citing)
Capital Gain Net Income$31,560CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$3,627NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets$999,665NetVlNoncharitableAssetsAmt
Net Investment Income Pct$388NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$388AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$51,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$388InvestmentIncomeExciseTaxAmt
Subtotal$388SubtotalAmt
Tax Based On Investment Income$388TaxBasedOnInvestmentIncomeAmt
Tax Due$388TaxDueAmt

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 DESGUINCPABusinessNameLine1
FieldValueIRS element (for citing)
Phone9493008035PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115176 NW 100TH AVE RDAddressLine1
CityREDDICKCity
StateFLState
ZIP Code32686ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$445,605AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$569,283AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,014,888TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,014,888AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,223CashDeemedCharitableAmt
Net Vl Noncharitable Assets$999,665NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,983MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,983MinimumInvestmentReturnAmt
Tax Based On Investment Income$388TaxBasedOnInvestmentIncomeAmt
Total Tax$388TotalTaxAmt
Distributable Before Adj$49,595DistributableBeforeAdjAmt
Distributable Before Ded$49,595DistributableBeforeDedAmt
Distributable As Adjusted$49,595DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,000ExpensesAndContributionsAmt
Qualifying Distributions$51,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$388PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,612AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,595DistributableAsAdjustedAmt
Undistributed Income PY$179UndistributedIncomePYAmt
Qualifying Distributions$51,000QualifyingDistributionsAmt
Applied To Year1$179AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,595AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,226RemainingDistriFromCorpusAmt
Total Corpus$1,226TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,226ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,226ExcessFromCurrentYearAmt

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/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JIMMY LEE BOOSTER CLUB
270 LEXINGTON PKWY NSAINT PAULMN55104NONEPCGENERAL OPERATING SUPPORT$21,000
CATHOLIC CHARITIES TWIN CITIES
1200 2ND AVE SOUTHMINNEAPOLISMN55403NONEPCGENERAL OPERATING SUPPORT$10,000
GREATER MINNEAPOLIS CRISIS NURSERY
4544 4TH AVENUE SOUTHMINNEAPOLISMN55419NONEPCGENERAL OPERATING SUPPORT$10,000
RONALD MCDONALD HOUSE
621 FULTON STREET SEMINNEAPOLISMN55414NONEPCGENERAL OPERATING SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,193ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$226,038ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$233,462ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$233,462TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$8,750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
19457 SH PFIZER INC
2000 SH ISHARES TIPS BOND ETF$219,800$219,800

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$155,770StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$155,770StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

Legal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
$1,082$0$0$0
$732$0$0$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAINS AND LOSSESDescription
Amount$230,832Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSECRETARY OF STATE ANNUAL FEEDesc
Revenue And Expenses Per Books$61RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Revenue And Expenses Per Books$149RevenueAndExpensesPerBooksAmt

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