WATTS FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WATTS FAMILY FOUNDATION (EIN 71-0882769)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201421349349102527
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)
Return2014-05-14T16:32:52-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411489071PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH SCHAFER AND ASSOC LTDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH BROADWAY SUITE 102AddressLine1
CityROCHESTERCity
StateMNState
ZIP Code55904ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN710882769EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WATTS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWATTBusinessNameControlTxt
Phone5072859877PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13641 44TH AVE NWAddressLine1
CityROCHESTERCity
StateMNState
ZIP Code55901ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN WATTSPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone5072859877PhoneNum
Signature2014-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE CHRISTOPHERSONPreparerPersonNm
PTINP00432826PTIN
Phone5072883277PhoneNum
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$792,697FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$972InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$972InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,949DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,949DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,015NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$87,332GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,015CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$76,936TotalRevAndExpnssAmt
Total Net Invst Incm$56,936TotalNetInvstIncmAmt
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$975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$975AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,240OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,240OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$487TaxesRevAndExpnssAmt
Taxes Net Invst Incm$487TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$60OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,762TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,762TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,570ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,570ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,332TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,762TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,570TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$24,604ExcessRevenueOverExpensesAmt
Net Investment Income$48,174NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,542SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,555SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,555SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$686,979OtherInvestmentsBOYAmt
Other Investments EOY$781,142OtherInvestmentsEOYAmt
Other Investments EOYFMV$781,142OtherInvestmentsEOYFMVAmt
Total Assets BOY$693,521TotalAssetsBOYAmt
Total Assets EOY$792,697TotalAssetsEOYAmt
Total Assets EOYFMV$792,697TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$693,521RetainedEarningBOYAmt
Retained Earning EOY$792,697RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$693,521TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$792,697TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$693,521TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$792,697TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$693,521TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$24,604ExcessRevenueOverExpensesAmt
Other Increases$74,572OtherIncreasesAmt
Subtotal$792,697SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$792,697TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY ADVISOR NEW INSIGHTS FUND CLASSP2008-11-042013-02-15$19,982$12,233$7,749$7,749
JP MORGAN MID CAP VALUE FUND CLASS AP2003-08-252013-02-15$10,000$6,698$3,302$3,302
MSIF TRUST MID CAP GROWTH FUNDP2004-11-242013-02-15$4,982$2,769$2,213$2,213
INVESCO COMSTOCK FUND CLASS AP2003-06-252013-03-27$4,982$3,908$1,074$1,074
ALOCA INC NTP2009-02-192013-06-28$17,044$17,044$0$0
BUFFALO SMALL CAP FUNDP2003-04-252013-02-15$8,000$5,665$2,335$2,335
CAPITAL GAINS DIVIDENDSP$22,342$22,342$22,342
FieldValueIRS element (for citing)
Capital Gain Net Income$39,015CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,920AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$653,417NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051912DistributionYr1Rt
Adjusted Qlfy Distri Yr2$35,070AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$637,176NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055040DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,230AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$620,508NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053553DistributionYr3Rt
Adjusted Qlfy Distri Yr4$32,220AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$540,127NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059653DistributionYr4Rt
Adjusted Qlfy Distri Yr5$35,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$570,605NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061338DistributionYr5Rt
Total Distribution0.281496TotalDistributionRt
Average Distribution0.056299AverageDistributionRt
Net Vl Noncharitable Assets$731,963NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,209AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$482NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$41,691AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$43,570QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$482InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$482SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$482TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$360EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$360TotalPaymentsAndCreditsAmt
Tax Due$122TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JULIE WATTSBusinessNameLine1
FieldValueIRS element (for citing)
Phone5072859877PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13641 44TH AVE NWAddressLine1
CityROCHESTERCity
StateMNState
ZIP Code55901ZIPCode
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
ALLAN WATTS
3641 44TH AVE NWROCHESTERMN55901VICE PRESIDENT10.00$0$0$0
JULIE WATTS
3641 44TH AVE NWROCHESTERMN55901PRESIDENT10.00$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$734,061AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,049AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$743,110TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$743,110AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,147CashDeemedCharitableAmt
Net Vl Noncharitable Assets$731,963NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,598MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,598MinimumInvestmentReturnAmt
Tax Based On Investment Income$482TaxBasedOnInvestmentIncomeAmt
Total Tax$482TotalTaxAmt
Distributable Before Adj$36,116DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$36,116DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$36,116DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,570ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$43,570QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$482PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$43,088AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,116DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,590ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,407ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,404ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,530ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,591ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,522TotalExcessDistributionCyovAmt
Qualifying Distributions$43,570QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$36,116AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,454RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$26,976TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$6,590ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,386ExcessDistriCyovToNextYrAmt
Excess From Year4$5,407ExcessFromYear4Amt
Excess From Year3$2,404ExcessFromYear3Amt
Excess From Year2$3,530ExcessFromYear2Amt
Excess From Year1$1,591ExcessFromYear1Amt
Excess From Current Year$7,454ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALLAN WATTSContributingManagerNm
Contributing ManagerJULIE WATTSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HELPER
13565 HENNA AVEAPPLE VALLEYMN55124NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$3,900
ARC
903 W CENTER STROCHESTERMN55902NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$50
BEAR CREEK SERVICES
3108 HWY 52 NROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$50
BEREAN COMMUNITY CHURCH
3157 KENOSHA DRIVE NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$100
BETHEL UNIVERSITY
3900 BETHEL DRST PAULMN55112NONENON-PROFIT UNIVERSITGENERAL SUPPORT$10,000
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRORLANDOFL32832NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$7,160
CHANNEL ONE
131 35TH ST SEROCHESTERMN55904NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$100
CHRIST COMMUNITY CHURCH
4400 55TH ST NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$10,700
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS RDKANSAS CITYMO64129NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$6,000
FOCUS ON THE FAMILY
STREET ADDRESS NOT REQUIREDCOLORADO SPRINGSCO80995NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$1,200
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAR72202NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$50
HUGS FOR HUNTER
4508 MANORBROOK DR NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$50
MISSION OF MERCY
15475 GLENEAGLE DRCOLORADO SPRINGSCO80921NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$660
MN ADULT & TEEN CHALLENGE
1530 ASSISI DR NWROCHESTERMN55901NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$1,600
NEW LIFE FAMILY SERVICES
902 N BROADWAYROCHESTERMN55906NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$1,000
SOUTHWEST COMMUNITY CHURCH
77701 FRED WARING DRINDIAN WELLSCA92210NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$750
SPECIAL OLYMPICS OF MN
100 WASHINGTON AVE SMINNEAPOLISMN55401NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,570TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$972ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,949ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,015ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$56,936ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,936TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonALLAN JULIE WATTSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13641 44TH AVE NWAddressLine1
CityROCHESTERCity
StateMNState
ZIP Code55901ZIPCode
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$975Amt
Net Investment Income$975NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$781,142BookValueAmt
EOYFMV$781,142EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MINNESOTA FILING FEE$25$25$0
BANK CHARGES$35$35$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED INCREASE IN FMV OF ASSETSDescription
Amount$74,572Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$7,240Amt
Net Investment Income$7,240NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonALLAN JULIE WATTSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13641 44TH AVE NWAddressLine1
CityROCHESTERCity
StateMNState
ZIP Code55901ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$105$105$0
2013 FEDERAL TAX PAID$382$382$0

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