THOM FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THOM FAMILY FOUNDATION INC (EIN 20-0374684)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-02
- IRS object ID
- 201431839349100758
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-02T16:31:50-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200374684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Thom Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey A Thom | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,224,576 | 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 | $430,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $908,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $234,461 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,641 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $701,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,553 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $23,259 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,259 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,080 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,312 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $509,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $266,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,973 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,571 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,571 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,689,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,160,351 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,844,210 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $302,898 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $317,414 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $317,795 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,030,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,540,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,224,576 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,030,864 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,540,336 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,030,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,540,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,030,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,540,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,030,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $509,472 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,540,336 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,540,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $908,461 | GrossSalesPriceAmt |
| Cost Or Other Basis | $674,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $234,461 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $234,461 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $234,461 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $152,187 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,979,785 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051073 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,351 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,821,248 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04195 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $106,749 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,395,443 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044563 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,599 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,837,716 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053109 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,794 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,590,023 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045153 | DistributionYr5Rt |
| Total Distribution | 0.235848 | TotalDistributionRt |
| Average Distribution | 0.04717 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,632,043 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $171,323 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,661 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $173,984 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $166,120 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,321 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,321 | SubtotalAmt |
| Tax Based On Investment Income | $5,321 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,562 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,759 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,321 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kevin J Olson | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Paul Tanis | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Andrew J Thom | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Cynthia L Thom | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Jeff A Thom | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| Joseph A Thom | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,329,077 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $315,937 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,687,353 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,687,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,632,043 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,602 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,602 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,321 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,321 | TotalTaxAmt |
| Distributable Before Adj | $176,281 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $176,281 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $176,281 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $166,120 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $166,120 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,075 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $166,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,075 | AppliedToYear1Amt |
| Applied To Current Year | $154,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $22,236 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CYNTHIA L THOM | ContributingManagerNm |
| Contributing Manager | JEFF A THOM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE & RELATED DISORDERS ASSOCIATION | |||||||
| 7900 W 78TH ST | MINNEAPOLIS | MN | 55439 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 4701 W 77TH ST | MINNEAPOLIS | MN | 55435 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN LUNG ASSOCIATION OF THE UPPER MIDWEST | |||||||
| 3000 KELLY LN | SPRINGFIELD | IL | 62711 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 97089 | WASHINGTON | DC | 20090 | N/A | PC | Oklahoma Tornado Relief Fund | $10,000 |
| AMERICAN RED CROSS - SOUTH CENTRAL MN CHAPTER | |||||||
| 105 HOMESTEAD DR | MANKATO | MN | 56001 | N/A | PC | General & Unrestricted | $5,000 |
| ARTHRITIS FOUNDATION INC | |||||||
| 1330 W PEACHTREE ST NW 100 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 810 MADISON AVE | MANKATO | MN | 56001 | N/A | PC | one duplex staff cabin at Camp Cuyuna | $5,000 |
| CROSS INTERNATIONAL CATHOLIC OUTREACH INC | |||||||
| PO BOX 273908 | BOCA RATON | FL | 33427 | N/A | PC | Operation: Good Samaritan project | $11,000 |
| EMERGENCY COMMUNITY HELP ORGANIZATION ECHO | |||||||
| PO BOX 3212 | MANKATO | MN | 56002 | N/A | PC | General & Unrestricted | $5,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | N/A | PC | General & Unrestricted | $5,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE STE 420 | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $5,000 |
| GOODWILL INDUSTRIES INC | |||||||
| 553 FAIRVIEW AVE N | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $4,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 1751 BASSETT DR | MANKATO | MN | 56001 | N/A | PC | General & Unrestricted | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 1751 BASSETT DR | MANKATO | MN | 56001 | N/A | PC | Mankato Restore Expansion Project | $10,000 |
| HOUSE OF HOPE INC | |||||||
| PO BOX 291 | MANKATO | MN | 56002 | N/A | PC | Women's Hope Expansion Campaign | $2,500 |
| JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST | |||||||
| 1800 WHITE BEAR AVE N | MAPLEWOOD | MN | 55109 | N/A | PC | South Central MN Schools-Finance Park Online Project | $27,040 |
| KIDS AGAINST HUNGER INC | |||||||
| 10812 NORMANDALE BLVD | MINNEAPOLIS | MN | 55437 | N/A | PC | General & Unrestricted | $5,000 |
| MAKE-A-WISH FOUNDATION OF MINNESOTA | |||||||
| 615 1ST AVE NE STE 415 | MINNEAPOLIS | MN | 55413 | N/A | PC | General & Unrestricted | $4,000 |
| MARCH OF DIMES - SOUTHWEST DIVISION | |||||||
| 107 N 2ND ST | MANKATO | MN | 56001 | N/A | PC | General & Unrestricted | $5,000 |
| MINNESOTA HISTORICAL SOCIETY | |||||||
| 345 KELLOGG BLVD W | SAINT PAUL | MN | 55102 | N/A | PC | General & Unrestricted | $2,500 |
| SALVATION ARMY | |||||||
| 700 S RIVERFRONT DR | MANKATO | MN | 56001 | N/A | PC | General & Unrestricted | $5,000 |
| SHARING AND CARING HANDS INC | |||||||
| 525 N 7TH ST | MINNEAPOLIS | MN | 55405 | N/A | PC | General & Unrestricted | $5,000 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION INC | |||||||
| 5005 LBJ FWY STE 250 | DALLAS | TX | 75244 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,040 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $41 |
| Federal Tax Refund | 01 | $84 |
| LIFE INSURANCE POLICY INCOME | 01 | $14,516 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $271,784 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,784 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Thom Andrew J | ||||||
| 1 | 3460 Golfview Drive Ste 2104 | Eagan | MN | 55123 | $15,000 | Yes (X) |
| Thom Jeff A | ||||||
| 2 | 43023 520th Street | North Mankato | MN | 56003 | $400,000 | Yes (X) |
| Thom Joseph A | ||||||
| 3 | 1619 South 3rd Street Ste 8 | St Peter | MN | 56082 | $15,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (202 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AES CORP | $6,222 | $6,094 |
| AGCO CP | $4,626 | $4,735 |
| AGILENT TECHNOLOGIES INC | $2,933 | $3,546 |
| AGL RESOURCES INC. | $4,736 | $4,865 |
| ALBEMARLE CP | $1,602 | $1,902 |
| ALLERGAN INC. | $3,222 | $3,666 |
| ALLIANCE DATA SYSTEM CORP | $4,977 | $5,259 |
| AMC NETWORKS INC | $856 | $1,567 |
| AMERICAN BALANCED FUND | $150,669 | $200,626 |
| AMERICAN EXPRESS CO | $2,511 | $2,722 |
| AMERICAN FDS NEW WORLD FUND | $74,410 | $87,377 |
| AMERICAN FUNDS CAP INCOME | $165,749 | $190,368 |
| AMERICAN FUNDS INCOME FD OF AM | $160,099 | $195,864 |
| AMERICAN FUNDS NEW PERSPECTIVE | $137,631 | $190,842 |
| AMERIPRISE FINANCIAL INC | $5,296 | $5,753 |
| ANADARKO PETROLEUM CORP | $3,187 | $2,776 |
| APPLE INC. | $10,649 | $11,220 |
| ARRAY BIOPHARMA INC | $985 | $797 |
| ARRIS GROUP INC | $2,341 | $3,992 |
| ATMEL CORPORATION | $2,623 | $4,166 |
| AVERY DENNISON CORP | $3,718 | $4,768 |
| AVNET INC. | $2,396 | $3,264 |
| BERKSHIRE HATHAWAY INC. | $2,320 | $2,371 |
| BLACKROCK GLOBAL ALLOC A | $177,576 | $190,920 |
| BLACKROCK INTERNTL VALUE FD | $115,634 | $127,575 |
| BOEING CO | $4,107 | $4,095 |
| CABLEVISION SYSTEMS CORP | $2,428 | $2,564 |
| CAE INC | $1,900 | $3,134 |
| CAMECO CORPORATION | $2,856 | $3,199 |
| CAPITAL WORLD GROWTH & INCOME | $139,737 | $187,452 |
| CAREFUSION CORP | $2,622 | $3,624 |
| CARTER'S INC | $3,597 | $4,738 |
| CBRE GROUP INC | $2,091 | $2,262 |
| CELGENE CORP | $4,615 | $5,069 |
| CF INDUSTRIES HOLDINGS, INC | $2,149 | $2,330 |
| CHART INDUSTRIES, INC. | $1,789 | $2,391 |
| CHEVRON CORP | $4,873 | $4,996 |
| CHUBB CORP | $3,675 | $4,252 |
| CIGNA | $1,692 | $1,750 |
| CINCINNATI BELL INC | $1,687 | $2,083 |
| CISCO SYSTEMS INC | $6,378 | $6,729 |
| CIT GROUP INC | $4,677 | $6,047 |
| CITIGROUP INC | $2,054 | $2,084 |
| CLIFFS NATURAL RESOURCES INC. | $4,997 | $4,849 |
| COCA COLA ENTRPR INC | $5,855 | $6,178 |
| COGNEX CORPORATION | $502 | $2,825 |
| COMCAST CORP | $6,821 | $7,276 |
| COMPUTER SCIENCES CORP | $4,777 | $5,253 |
| CONOCOPHILLIPS | $4,234 | $4,451 |
| CONSTELLATION BRANDS INC | $4,747 | $4,927 |
| COVANTA HOLDING CORP | $3,092 | $3,213 |
| CUMMINS INC | $1,248 | $6,203 |
| CVS CAREMARK CORP. | $1,312 | $1,431 |
| DELPHI AUTOMOTIVE PLC | $5,163 | $5,412 |
| DENBURY RESOURCES INC | $3,936 | $3,746 |
| DEVON ENERGY CORPORATION | $4,621 | $4,888 |
| DISCOVER FINL SVCS | $5,744 | $6,155 |
| DISCOVERY COMMUNICATIONS, INC | $2,859 | $8,218 |
| ELI LILLY & CO | $3,717 | $3,519 |
| ENDOCYTE INC | $1,407 | $886 |
| EOG RESOURCES INC | $4,288 | $4,532 |
| EURONET WORLDWIDE INC | $1,778 | $3,876 |
| EVEREST RE GROUP LTD | $3,157 | $3,117 |
| EXXON MOBIL CORP | $5,719 | $6,072 |
| FACEBOOK INC | $5,421 | $6,175 |
| FAIRWAY GROUP HOLDINGS CORP | $1,061 | $1,126 |
| FIRST EAGLE SOGEN GLOBAL FUND | $173,296 | $194,255 |
| FIRST REPUBLIC BANK | $2,598 | $3,979 |
| FOSTER WHEELER AG | $3,424 | $5,544 |
| FRANKLIN FLOATING RATE DAILY | $46,586 | $46,593 |
| FRANKLIN RES INC | $3,789 | $4,041 |
| GANNETT CO INC | $2,923 | $5,768 |
| GAP INC. | $2,919 | $2,736 |
| GARMIN LTD | $5,604 | $5,312 |
| GOODYEAR TIRE & RUBBER COMPANY | $4,242 | $5,342 |
| GREEN MOUNTAIN COFFEE ROASTERS | $4,974 | $4,532 |
| HALLIBURTON COMPANY | $5,891 | $5,583 |
| HARBOR CAPITAL APPRECIATION FD | $41,233 | $56,152 |
| HARBOR FDS INTL FD | $84,161 | $93,161 |
| HARMONIC INC. | $1,386 | $1,764 |
| HCC INS HLDGS INC. | $4,010 | $5,352 |
| HELMERICH PAYNE | $1,256 | $4,540 |
| HEXCEL CP DELAWARE | $4,678 | $10,770 |
| HONEYWELL INTERNATIONAL INC. | $2,828 | $4,203 |
| HOSPIRA INC W/I | $4,873 | $5,160 |
| HOST HOTELS & RESORTS INC | $4,151 | $5,054 |
| IAC/INTERACTIVE CORP | $549 | $2,334 |
| IDEX CP | $2,621 | $4,653 |
| IMMUNOGEN, INC | $582 | $1,012 |
| INTERCONTINETALEXCHANGE INC | $5,449 | $5,623 |
| INTERXION HOLDING N.V. | $1,237 | $1,605 |
| ISIS PHARMACEUTICALS, INC. | $1,643 | $4,661 |
| JACOBS ENGINEERNG GP | $3,922 | $5,543 |
| JANUS CAPITAL GROUP INC. | $982 | $1,633 |
| JDS UNIPHASE CORP | $1,995 | $1,936 |
| JOHNSON & JOHNSON | $3,786 | $3,664 |
| KANSAS CITY SOUTHERN | $588 | $5,077 |
| KIMBERLY CLARK CORP | $4,705 | $4,492 |
| KINDER MORGAN MNGMNT | $3,738 | $3,632 |
| KROGER CO | $11,377 | $15,061 |
| LAM RESEARCH CORP | $2,822 | $7,187 |
| LAS VEGAS SANDS CORP | $6,544 | $14,591 |
| LEVEL 3 COMMUNICATIONS, INC | $2,284 | $3,516 |
| LIBERTY MEDIA CORPORATION | $2,671 | $3,511 |
| LSI CORPORATION | $2,660 | $5,123 |
| MACY'S INC | $5,613 | $5,874 |
| MADISON SQUARE GARDEN CO. | $293 | $1,497 |
| MAGNA INTERNATIONAL INC. | $1,633 | $1,641 |
| MARATHON PETROLEUM CORP | $1,585 | $1,835 |
| MARSHALL SMALL-CAP GROWTH FD | $49,569 | $65,563 |
| MCDERMOTT INT PANAMA | $1,904 | $1,447 |
| MCKESSON CORP | $11,016 | $12,589 |
| MEADWESTVACO CORP | $209 | $776 |
| MFS GLOBAL TOTAL RETURN FUND | $161,240 | $190,832 |
| MICRON TECHNOLOGY | $3,976 | $5,677 |
| MICROSOFT CORPORATION | $1,861 | $1,871 |
| MOTOROLA SOLUTIONS INC | $4,789 | $4,995 |
| MYLAN INC. | $5,908 | $6,076 |
| MYRIAD GENETICS, INC | $2,297 | $1,594 |
| NETAPP, INC. | $2,852 | $2,880 |
| NEUSTAR, INC. | $4,482 | $5,485 |
| NII HOLDINGS INC | $1,326 | $253 |
| NORTHROP GRUMMAN CORP | $5,557 | $5,731 |
| NUVEEN EQUITY INCOMECLASS | $66,503 | $76,111 |
| O'REILLY AUTOMOTIVE INC. | $2,497 | $2,574 |
| OASIS PETROLEUM CORP | $3,197 | $3,100 |
| ORACLE CORP | $6,277 | $6,887 |
| ORIENT-EXPRESS HOTEL | $2,743 | $4,049 |
| OSHKOSH CORP | $2,476 | $2,519 |
| PACKAGING CORP AMER | $3,088 | $3,164 |
| PALL CP | $1,612 | $5,206 |
| PARTNERRE LTD. | $3,734 | $5,166 |
| PIMCO TOTAL RETURN FUND | $92,134 | $91,932 |
| PIMCO UNCONSTRAINED BOND FUND | $85,619 | $84,641 |
| PIONEER NAT RES CO | $2,971 | $5,154 |
| PPG INDUSTRIES INC | $5,558 | $5,690 |
| PRECISION CASTPARTS | $2,469 | $7,810 |
| PRUDENTIAL FINCL INC | $4,656 | $5,994 |
| PUBLIC SVC ENTERPRISE GROUP | $3,642 | $3,556 |
| PVH CORP | $2,561 | $3,673 |
| PYXIS LONG/SHORT EQUITY Z | $66,414 | $64,695 |
| QUANTA SVCS INC. | $3,852 | $4,071 |
| R F MICRO DEVICES INC | $2,333 | $2,848 |
| RAYMOND JAMES FINANCIAL INC | $910 | $2,557 |
| RAYTHEON CO. | $2,564 | $2,721 |
| REGENERON PHARMACEUTICALS, INC | $6,070 | $11,835 |
| RELIANCE STL & ALMN | $3,179 | $4,702 |
| ROBERT HALF INTL INC. | $959 | $2,016 |
| ROCK-TENN CO. | $1,885 | $2,100 |
| ROPER INDUSTRIES | $2,298 | $2,912 |
| ROSS STORES, INC. | $4,762 | $5,470 |
| ROWAN CO PLC | $2,063 | $2,475 |
| ROYAL CARRIBEAN CRUISE | $2,819 | $4,932 |
| RTI INTL METALS INC | $1,478 | $2,087 |
| RYDER SYSTEM | $3,737 | $5,976 |
| SANDISK CORP | $3,497 | $5,643 |
| SEACHANGE INTERNATIONAL, INC | $1,273 | $2,140 |
| SEATTLE GENETICS, INC. | $1,796 | $3,470 |
| SEI INVESTMENTS | $2,578 | $4,202 |
| SINCLARI BROADCAST GROUP INC | $1,103 | $5,824 |
| SLM CORP | $4,681 | $4,967 |
| SOTHEBYS | $2,836 | $4,203 |
| SOUTHWEST AIRLINES | $2,832 | $2,826 |
| STARZ | $29 | $673 |
| STILLWATER MINING CO | $1,400 | $2,616 |
| SYMANTEC CORP | $5,238 | $5,188 |
| T. ROWE PRICE GROWTH STOCK FD | $44,620 | $65,512 |
| TE CONNECTIVITY LTD | $2,074 | $2,204 |
| TELEPHONE & DATA SYS INC. | $1,149 | $1,289 |
| THE BABCOCK AND WILCOX COMPANY | $2,884 | $3,077 |
| THE MOSAIC CO | $3,892 | $3,025 |
| TIME WARNER CABLE INC | $2,726 | $2,710 |
| TIME WARNER TELECOM INC. | $908 | $3,413 |
| TJX COMPANIES INC | $3,162 | $3,187 |
| TRAVELERS COMPANIES INC | $7,440 | $8,782 |
| TRIMBLE NAV LTD | $4,456 | $6,315 |
| TRIQUINT SEMICONDUCTOR, INC. | $654 | $1,985 |
| TYSON FOODS INC | $8,015 | $8,398 |
| UMB SCOUT INTERNATIONAL | $46,231 | $65,686 |
| UNIFI INC. | $1,189 | $1,934 |
| UNION PACIFIC | $4,742 | $5,040 |
| UNITED STATES CELLULAR CORP | $1,193 | $1,338 |
| UNUM CORP | $3,671 | $3,859 |
| VALEANT PHARMACEUTICALS INTL | $3,190 | $6,457 |
| VALSPAR CORP | $1,483 | $4,420 |
| VANGUARD EQUITY INCOME | $116,231 | $135,131 |
| VANGUARD EQUITY INCOME PT | $60,440 | $74,354 |
| VANGUARD INDEX TR MID-CAP IND | $49,273 | $89,904 |
| VANGUARD INSTITUTIONAL INDEX | $121,461 | $163,272 |
| VISA INC | $4,735 | $5,790 |
| VISHAY INTERTECH | $460 | $1,817 |
| VIVUS, INC. | $1,732 | $1,199 |
| WABTEC | $3,363 | $5,942 |
| WADDELL&REED FIN INC | $2,483 | $7,228 |
| WAL-MART STORES INC. | $4,750 | $4,721 |
| WEATHERFORD INTL | $1,147 | $1,472 |
| WELLPOINT INC | $4,219 | $4,435 |
| WELLS FARGO & CO. | $6,563 | $6,810 |
| WFA EMERGING MARKETS EQUITY FD | $92,699 | $90,807 |
| WYNDHAM WORLDWIDE | $3,938 | $5,379 |
| XL GROUP PLC | $2,521 | $2,547 |
| YACKTMAN FOCUSED FUND | $58,896 | $72,923 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LAZARD LTD | $1,477 | $1,858 |
| NW MUTUAL LIFE INS POL #12-368 | $315,937 | $315,937 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $20,055 | $20,055 | |
| Bank Charges | $200 | $200 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss LAZARD LTD | $41 | $41 |
| Federal Tax Refund | $84 | |
| Life Insurance Policy Income | $14,516 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $23,259 | Amt |
| Net Investment Income | $23,259 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF EXTENSION FOR 2012 | $195 | |
| 990-PF Estimated Tax for 2013 | $2,500 | |
| Foreign Tax Paid | $25 | $25 |
| IRS Miscellaneous Fee | $13 |
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