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JOHN AND MARGIE WIEHOFF FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JOHN AND MARGIE WIEHOFF FOUNDATION (EIN 20-5412977)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-07
IRS object ID
201311279349100851
Schema version
2012v2.1
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)
Timestamp2013-05-07T13:10:15-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN410223337EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DORSEY & WHITNEY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line150 S 6TH ST STE 1500AddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205412977EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JOHN AND MARGIE WIEHOFF FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJOHNNameControl
Phone6123438278Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CLAIRE H TOPP 50 S SIXTH ST NOAddressLine1
Address Line21500AddressLine2
CityMINNEAPOLISCity
StateMNState
ZIP Code554021498ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN P WIEHOFFName
TitleSECRETARY, TREASURERTitle
Phone6123438278Phone
Date Signed2013-04-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDEAN D BARRName
PTINP00005626PTIN
Phone6123402600Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY5321707FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss611600ContriReceivedRevAndExpnss
Dividends Rev And Expnss109672DividendsRevAndExpnss
Dividends Net Invst Incm109672DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss622072NetGainSaleAssetsRevAndExpnss
Gross Sales Price1092128GrossSalesPrice
Capital Gain Net Incm Net Invst Incm622072CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses1343344TotalRevenueAndExpenses
Total Net Investment Income731744TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2807AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss37667OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm36667OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps1000OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss1601TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss25OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps25OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss42100TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm36667TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1025TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss190000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps190000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss232100TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm36667TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps191025TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses1111244ExcessOfRevenueOverExpenses
Net Investment Income695077NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY430569SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY614196SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV614196SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY2929698InvestmentsCorpStockBOY
Investments Corp Stock EOY3190886InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3836140InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY805781InvestmentsCorpBondsBOY
Investments Corp Bonds EOY865687InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV871371InvestmentsCorpBondsEOYFMV
Total Assets BOY4166048TotalAssetsBOY
Total Assets EOY4670769TotalAssetsEOY
Total Assets EOYFMV5321707TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY4166048RetainedEarningsBOY
Retained Earnings EOY4670769RetainedEarningsEOY
Total Net Assets BOY4166048TotalNetAssetsBOY
Total Net Assets EOY4670769TotalNetAssetsEOY
Total Liabilities Net Assets BOY4166048TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY4670769TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4166048TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses1111244ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal5277292Subtotal
Other Decreases606523OtherDecreases
Total Net Assets Fund Balances EOY4670769TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetPUBLICLY TRADED SECURITIESDescriptionOfAsset
Gross Sales Price1092128GrossSalesPrice
Cost Or Other Basis470056CostOrOtherBasis
Gain Or Loss622072GainOrLoss
Gains Minus Excess Or Losses622072GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income622072CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1143715QualifyingDistributionsYear1
Noncharitable Assets Year13747062NoncharitableAssetsYear1
Distribution Ratio Year10.038354DistributionRatioYear1
Qualifying Distributions Year2117006QualifyingDistributionsYear2
Noncharitable Assets Year22726329NoncharitableAssetsYear2
Distribution Ratio Year20.042917DistributionRatioYear2
Qualifying Distributions Year394662QualifyingDistributionsYear3
Noncharitable Assets Year31682750NoncharitableAssetsYear3
Distribution Ratio Year30.056254DistributionRatioYear3
Qualifying Distributions Year459610QualifyingDistributionsYear4
Noncharitable Assets Year41832156NoncharitableAssetsYear4
Distribution Ratio Year40.032535DistributionRatioYear4
Qualifying Distributions Year514568QualifyingDistributionsYear5
Noncharitable Assets Year51123226NoncharitableAssetsYear5
Distribution Ratio Year50.012970DistributionRatioYear5
Total Distribution Ratio0.183030TotalDistributionRatio
Average Distribution Ratio0.036606AverageDistributionRatio
Net Noncharitable Assets4658460NetNoncharitableAssets
Adjusted Noncharitable Assets170528AdjustedNoncharitableAssets
One Percent Net Investment Income6951OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One177479AdjNonchrtblAssetsAndOnePct
Qualifying Distributions191025QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax6951InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal6951Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income6951TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment7310EstTaxPaymentsAndOverpayment
Total Credits And Payments7310TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment359Overpayment
Amount Credited To Next Year359AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMNStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDORSEY WHITNEY TRUST COMPANY LLCBooksInCareOfPersonName
Books In Care Of Phone Number6053366832BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1401 EAST EIGTH STREET SUITE 319AddressLine1
CitySIOUX FALLSCity
StateSDState
ZIP Code57103ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MARGARET G WIEHOFF
27820 ISLAND VIEW ROADSHOREWOODMN55331PRESIDENT0.25000
JOHN P WIEHOFF
27820 ISLAND VIEW ROADSHOREWOODMN55331SECRETARY, TREASURER0.25000
THERESA J WIEHOFF
27820 ISLAND VIEW ROADSHOREWOODMN55331DIRECTOR0.25000
MICHELLE A WIEHOFF
27820 ISLAND VIEW ROADSHOREWOODMN55331DIRECTOR0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities4383295AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances346106AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4729401TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets4729401AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable70941CashDeemedCharitable
Net Noncharitable Assets4658460NetNoncharitableAssets
Minimum Investment Return232923MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return232923MinimumInvestmentReturn
Tax Based On Investment Income6951TaxBasedOnInvestmentIncome
Total Tax6951TotalTax
Distributable Amount Before Adj225972DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded225972DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted225972DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions191025ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions191025QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm6951OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions184074AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted225972DistributableAmountAsAdjusted
Undistributed Income Prior Year53037UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions191025QualifyingDistributions
Applied To Year153037AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year137988AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY87984UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerMARGARET G WIEHOFFContributingManager
Contributing ManagerJOHN P WIEHOFFContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CATHOLIC CHARITIES OF ST PAUL AND MINNEAPOLIS
1200 2ND AVE SMINNEAPOLISMN554032500N/APUBLIC CHARITYFUNDING FOR BREAKFAST FOODS AND SUPPLIES FOR TIME WELL SPENT PROGRAM$10,000
THE FOUNDATION OF CHILDREN'S HOSPITALS AND CLINICS OF MINNESOTA
2910 CENTRE POINTE DRIVEROSEVILLEMN55113N/APUBLIC CHARITYFUNDING FOR THE MOTHER BABY CENTER$10,000
GREATER TWIN CITIES UNITED WAY
404 S 8TH STREETMINNEAPOLISMN55404N/APUBLIC CHARITYFUNDING FOR THE COURAGE CENTER AND FAIRVIEW FOUNDATION$10,000
HOLY FAMILY CATHOLIC HIGH SCHOOL
8101 KOCHIA LANEVICTORIAMN55386N/APUBLIC CHARITYFUNDING FOR DEBT SERVICES$5,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905N/APUBLIC CHARITYGENERAL OPERATING FUND$15,000
QUIET OAKS HOSPICE HOUSE
5537 GALAXY ROADST AUGUSTAMN56301N/APUBLIC CHARITYGENERAL OPERATING FUND$10,000
ST FRANCIS XAVIER CATHOLIC COMMUNITY
308 2ND STREET NORTHSARTELLMN563771719N/APUBLIC CHARITYGENERAL OPERATING FUND$10,000
ST HUBERT'S CATHOLIC COMMUNITY
8201 MAIN STREETCHANHASSENMN55317N/APUBLIC CHARITYFUNDING FOR DEBT SERVICES$15,000
ST JOHN'S UNIVERSITY
PO BOX 7222COLLEGEVILLEMN56321N/APUBLIC CHARITYGENERAL OPERATING FUND$30,000
THE ALS ASSOCIATION MN CHAPTER
333 N WASHINGTON AVE STE 150MINNEAPOLISMN55401N/APUBLIC CHARITYFNDNG FOR THE HRBEK/SING COMMUNICATION DEVICE PRGRM, RESPITE CARE & RSRCH FOR AN ALS CURE$50,000
THE COLLEGE OF ST BENEDICT
37 SOUTH COLLEGE AVENUEST JOSEPHMN56374N/APUBLIC CHARITYGENERAL OPERATING FUND AND ATHLETIC DEPARTMENT$15,000
THE UNIVERSITY OF NOTRE DAME
1100 GRACE HALLNOTRE DAMEIN465565612N/APUBLIC CHARITYGENERAL OPERATING FUND$10,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year190000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$109,672ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$622,072ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$731,744ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA731744TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJOHN AND MARGIE WIEHOFFContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line127820 ISLAND VIEW ROADAddressLine1
CitySHOREWOODCity
StateMNState
ZIP Code55331ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions611600AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description10,000 SHARES OF CH ROBINSON STOCKNoncashPropertyDescription
Fair Market Value611600FairMarketValue
Date Received2012-11-28DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryDORSEY & WHITNEY TRUST COMPANY LLCCategory
Amount$2,807Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (11 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
FNMA 11/17/14149850152837
FNMA 3/26/1500
FFCB 12/14/1500
NATL RURAL UTIL MTN 12/15/1200
FRANKLIN RESOURCES 5/20/1300
METLIFE INC 2/6/14101219101872
BERKSHIRE HATHAWAY 2/11/15101857105278
SIMON PROP GP LP 2.150%100679103725
OCCIDENTAL PETROLEUM153669151926
JOHN DEERE CAP MTN156413154383
ASTRAZENECA PLC102000101350

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (40 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
AMERICAN EXPRESS CO5153768976
BAXTER INTERNATIONAL INC7322599990
BEMIS CO90178100380
CORNING INC7250050480
DISNEY WALT CO7021599580
ECOLAB INC COM68999107850
ELI LILLY & CO5172349320
EMERSON ELECTRIC86016105920
FASTENAL CO3875193300
FISERV INC74686118545
G & K SVCS INC CL A3724634150
GENERAL ELECTRIC CORP125092125940
GENERAL MLS INC77099101050
GRACO INC5581777235
HOME DEPOT INC77797154625
HONEYWELL INTERNATIONAL INC5756595205
HORMEL FOODS CORP3582462420
INTEL CORP3062541240
JOHNSON & JOHNSON129214140200
KIMBERLY-CLARK CORP79817101316
MDU RESOURCES GROUP6210063720
MEDTRONIC INC122138123060
PATTERSON COS INC6139168460
PFIZER INC6268075238
PRINCIPAL FINANCIAL GROUP11778399820
PROCTER & GAMBLE COMPANY95017101835
ST JUDE MED INC9061390350
TARGET CORP106877118340
TCF FINANCIAL9323285050
TECHNE CORP4348847838
US BANCORP117829143730
VALSPAR CORP48953124800
VERIZON COMMUNICATIONS4939064905
WELLS FARGO & CO99455119630
WESTERN UNION CO9505168050
ZIMMER HLDGS INC113522133320
3M CO120621139275
BP PLC SPONS ADR122361104100
PENTAIR INC6614998300
SCHLUMBERGER LTD118310138597

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescriptionAmountAmount
STOCK BASIS ADJ (DONOR BASIS VS. FMV)$604,200
PRIOR YEAR BASIS ADJUSTMENT$2,323

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMN ATTORNEY GENERALDescription
Revenue And Expenses Per Books25RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps25DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryDORSEY & WHITNEY TRUST COMPANY LLCCategory
Amount$37,667Amount
Net Investment Income36667NetInvestmentIncome
Disbursements Charitable Prps1000DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategory
Amount$1,601Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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