BETA

VALLEY NEWS CHARITY FUND: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
VALLEY NEWS CHARITY FUND (EIN 36-3339339)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-03-14
IRS object ID
201420739349100307
Schema version
2013v3.0
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)
Return2014-03-14T12:14:00-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11911 EXCEL DRIVEAddressLine1
CityMANKATOCity
StateMNState
ZIP Code56001ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363339339EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VALLEY NEWS CHARITY FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlVALLBusinessNameControlTxt
Phone5073454819PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11305 STADIUM ROADAddressLine1
CityMANKATOCity
StateMNState
ZIP Code56001ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTROY LEIFERMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5073454819PhoneNum
Signature2014-03-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANN COLEMANPreparerPersonNm
PTINP00032499PTIN
Phone5073876031PhoneNum
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$942,755FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,050ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$32,150DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,150DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,526NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$78,297GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,526CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$128OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$128OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$65,854TotalRevAndExpnssAmt
Total Net Invst Incm$63,804TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,025AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,025AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$628TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$146OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,824TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,025TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,050TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,042ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,042ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,866TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,025TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,092TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,988ExcessRevenueOverExpensesAmt
Net Investment Income$62,779NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,191SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,552SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,552SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$920,795CorporateStockBOYAmt
Corporate Stock EOY$941,600CorporateStockEOYAmt
Corporate Stock EOYFMV$939,203CorporateStockEOYFMVAmt
Total Assets BOY$921,986TotalAssetsBOYAmt
Total Assets EOY$945,152TotalAssetsEOYAmt
Total Assets EOYFMV$942,755TotalAssetsEOYFMVAmt
Accounts Payable BOY$50AccountsPayableBOYAmt
Accounts Payable EOY$228AccountsPayableEOYAmt
Total Liabilities BOY$50TotalLiabilitiesBOYAmt
Total Liabilities EOY$228TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$921,936RetainedEarningBOYAmt
Retained Earning EOY$944,924RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$921,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$944,924TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$921,986TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$945,152TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$921,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,988ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$944,924SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$944,924TotNetAstOrFundBalancesEOYAmt

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 LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$43,000$46,771-$3,771-$3,771
CAPITAL GAINS DIVIDENDSP$35,297$35,297$35,297
FieldValueIRS element (for citing)
Capital Gain Net Income$31,526CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,495AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$807,000NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046462DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,825AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$798,045NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.027348DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,923AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$740,796NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.028244DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,740AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$615,818NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035303DistributionYr4Rt
Adjusted Qlfy Distri Yr5$29,935AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$771,359NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038808DistributionYr5Rt
Total Distribution0.176165TotalDistributionRt
Average Distribution0.035233AverageDistributionRt
Net Vl Noncharitable Assets$877,546NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$30,919AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$628NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,547AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$41,092QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$628InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$628SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$628TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Tax Due$228TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNANCY NICKELSIndividualWithBooksNm
Phone5073454819PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11305 STADIUM ROADAddressLine1
CityMANKATOCity
StateMNState
ZIP Code56001ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TROY LEIFERMAN
1305 STADIUM ROADMANKATOMN56001PRESIDENT1.00$0$0$0
MARGARET LEIFERMAN
1305 STADIUM ROADMANKATOMN56001SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$883,216AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,694AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$890,910TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$890,910AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,364CashDeemedCharitableAmt
Net Vl Noncharitable Assets$877,546NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,877MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,877MinimumInvestmentReturnAmt
Tax Based On Investment Income$628TaxBasedOnInvestmentIncomeAmt
Total Tax$628TotalTaxAmt
Distributable Before Adj$43,249DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$43,249DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$43,249DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,092ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$41,092QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$628PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$40,464AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,249DistributableAsAdjustedAmt
Undistributed Income PY$13,468UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$41,092QualifyingDistributionsAmt
Applied To Year1$13,468AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,624AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$15,625UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ASSOCIATION
1275 K STREET NW SUITE 1050WASHINGTONDC20005NONEPCUNRESTRICTED GENERAL FUND$100
AMERICAN CANCER SOCIETY
2900 43RD STREET NWROCHESTERMN55901NONEPCPINK RIBBON BREAST CANCER FUND$675
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231NONEPCUNRESTRICTED GENERAL FUND$250
ASA
110 EAST LIBERTYMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$750
BLUE EARTH COUNTY HISTORICAL SOCIETY
415 E CHERRY STREETMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$500
CADA
100 STADIUM ROADMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$250
CHILDREN'S MUSEUM OF SOUTHERN MINNESOTA
PO BOX 3103MANKATOMN56002NONEPCUNRESTRICTED GENERAL FUND$500
ECHO FOOD SHELF
614 NORTH 2ND STREETMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$250
EDUCARE FOUNDATION
PO BOX 241MANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$1,650
FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 3581NORTH MANKATOMN56003NONEPCUNRESTRICTED GENERAL FUND$300
HABITAT FOR HUMANITY
1751 BASSETT DRIVEMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$1,250
HIGH SCHOOL GRADUATION CELEBRATION
PO BOX 3714MANKATOMN56001NONESCHOOLUNRESTRICTED GENERAL FUND$200
HOLY ROSARY CATHOLIC CHURCH
546 GRANT AVENUENORTH MANKATOMN56003NONECHURCHUNRESTRICTED GENERAL FUND$200
JUNIOR ACHIEVEMENT
210 LIME STREETMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$500
MANKATO AREA 77 LANCERS MARCHING BAND
110 FULTON STREETMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$150
MANKATO AREA CATHOLIC SCHOOL
PO BOX 751MARSHALLMN56258NONESCHOOLLOYOLA CATHOLIC SCHOOLS$150
MANKATO AREA FOUNDATION
1 CIVIC CENTER PLAZA 200MANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND & CITY ART$2,900
MANKATO AREA HOCKEY ASSOCIATION
116 QUINION DRIVEMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$635
MANKATO AREA UNITED WAY
101 NORTH 2ND STREET SUITE 100MANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$1,500
MANKATO DOWNTOWN KIWANIS CLUB
PO BOX 733MANKATOMN56001NONEPCHOLIDAY LIGHTS$1,100
MANKATO FAMILY YMCA
1401 SOUTH RIVERFRONT DRIVEMANKATOMN56001NONEPCKID'S CAMP & GOLF TOURNAMENT$5,500
MANKATO REHABILITATION CENTER INC FOUNDATION
15 MAP DRIVEMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$500
MANKATO WEST ORCHESIS
10 CIVIC CENTER PLAZA SUITE 1MANKATOMN56002NONESCHOOLUNRESTRICTED GENERAL FUND$150
MANKATO YWCA
500 SOUTH BROAD STREETMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$500
MARCH OF DIMES - MN CHAPTER
107 NORTH SECOND STREET SUITE 103MANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$1,232
MAYBA
1925 HAUGHTON AVENUENORTH MANKATOMN56003NONEPCUNRESTRICTED GENERAL FUND$1,500
MAYO HEALTH
1025 MARSH STREETMANKATOMN560028673NONEPCHOSPICE AND WOMEN'S AUXILIARY$3,850
MINNESOTA STATE UNIVERSITY
135 MYERS FIELD HOUSEMANKATOMN56001NONEUNIVERSITYATHLETIC DEPARTMENT$3,700
NATIONAL CHILD SAFETY COUNCIL
710 SOUTH FRONT STREETMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUNDS$100
PACK THE STANDS (ISD #77)
PO BOX 8741MANKATOMN560028741NONEPCUNRESTRICTED GENERAL FUND$100
RIVERBLENDERS
GOOD COUNSEL HILLMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUNDS$50
SALVATION ARMY OF MANKATO
700 SOUTH RIVERFRONT DRIVEMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUNDS$500
SCHOOL SISTERS OF NOTRE DAME
170 GOOD COUNSEL DRIVEMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUNDS$250
SOUTH CENTRAL COLLEGE - MANKATO FOUNDATION
1920 LEE BOULEVARDNORTH MANKATOMN56003NONEPCUNRESTRICTED GENERAL FUNDS$500
SWEET ADELINES OF MANKATO
1208 ROCKBEND PARKWAYST PETERMN56082NONEPCUNRESTRICTED GENERAL FUNDS$100
TEE IT UP FOR THE TROOPS
2422 EAST 117TH STREET 102BURNSVILLEMN55337NONEPCUNRESTRICTED GENERAL FUNDS$1,200
THE HOLIDAY SHARING TREE
PO BOX 4261MANKATOMN56002NONEPCUNRESTRICTED GENERAL FUNDS$500
THE MANKATO CHILDREN'S CHORUS
PO BOX 3482MANKATOMN56001NONEPCUNRESTRICTED GENERAL FUND$200
TWENTY FIVE YEAR CLUB
300 WEST 57TH STREETNEW YORKNY10019NONEPCUNRESTRICTED GENERAL FUND$400
TWIN VALLEY COUNCIL BOY SCOUTS
810 MADISON AVENUEMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUNDS$500
UNIVERSITY OF ST THOMAS
2114 SUMMIT AVEUNUEST PAULMN55105NONEUNIVERSITYUNRESTRICTED GENERAL FUNDS$500
VINE
1618 3RD AVENUEMANKATOMN56001NONEPCUNRESTRICTED GENERAL FUNDS$200
YOUNG LIFE GREATER MANKATO
PO BOX 13MANKATOMN56002NONEPCUNRESTRICTED GENERAL FUND$250
NORTH MANKATO FIRE DEPARTMENT
1825 HOWARD DRIVENORTH MANKATOMN56003NONEGOVERNMENTUNRESTRICTED GENERAL USE$250
AUDOBON MINNESOTA
2357 VENTURA DRIVE STE 110ST PAULMN55125NONEPCUNRESTRICTED GENERAL USE$400
SCHOLA FOUNDATION
145 GOOD COUNSEL DRIVEMANKATOMN56001NONESO III FIUNRESTRICTED GENERAL USE$100
NU FOUNDATION - KICKS FOR CURE
2285 SO 67TH STREET STE 200OMAHANE68106NONEPCUNRESTRICTED GENERAL USE$250
ARTHRITIS FOUNDATION
35 EAST WACKER DRIVE 2260CHICAGOIL60601NONEPCUNRESTRICTED GENERAL USE$2,500
AMERICAN RED CROSS
105 HOMESTEAD DRIVEMANKATOMN56001NONEPCUNRESTRICTED GENERAL USE$250
MANKATO CHAPTER THRIVENT FINANCIAL
213 DOLPH ROADMANKATOMN56001NONENCUNRESTRICTED GENERAL USE$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,042TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,150ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$128ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,526ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$63,804ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,804TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,050Amt
Net Investment Income$1,025NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,025DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DAVIS NEW YORK VENTURE CLASS A$122,843$129,454
FRANKLIN INCOME FUND CLASS A$199,216$192,496
JOHN HANCOCK DISCIPLINED VALUE$98,591$90,455
LORD ABBETT DEVELOPING GROWTH$82,970$92,498
MUTUAL SERIES SHARES CLASS A$95,744$104,081
PIMCO TOTAL RETURN CLASS C$140,468$136,729
PIMCO COMMODITY REAL RETURN STRATEGY$58,119$34,964
VANGUARD CONVERTIBLE$143,649$158,526

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$100$0$0
MN FILING FEE$25$0$25
PUBLICATIONS$21$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$128RevenueAndExpensesPerBooksAmt
Net Investment Income$128NetInvestmentIncomeAmt
Adjusted Net Income$128AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX ESTIMATESCategoryTxt
Amt$628Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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