HANSEN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HANSEN FAMILY FOUNDATION (EIN 41-1740710)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201311309349100506
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T08:47:27-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6th St Ste 2300 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411740710 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hansen Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HANS | NameControl |
| Phone | 9529129895 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15413 Milan Way | AddressLine1 |
| City | Naples | City |
| State | FL | State |
| ZIP Code | 34110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARVEY HANSEN | Name |
| Title | TRUSTEE | Title |
| Phone | 9529129895 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Therese M Nelson CPA | Name |
| PTIN | P00035774 | PTIN |
| Phone | 6128764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3779445 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 83894 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 83894 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 141032 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1560592 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 141032 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 224926 | TotalRevenueAndExpenses |
| Total Net Investment Income | 224926 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 10300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 10300 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 51382 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 51382 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2816 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1198 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 25 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 64498 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 52580 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10325 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 164200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 164200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 228698 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 52580 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 174525 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3772 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 172346 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 594184 | CashBOY |
| Cash EOY | 211431 | CashEOY |
| Cash EOYFMV | 211431 | CashEOYFMV |
| Investments Other BOY | 2762610 | InvestmentsOtherBOY |
| Investments Other EOY | 3141591 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3568014 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3356794 | TotalAssetsBOY |
| Total Assets EOY | 3353022 | TotalAssetsEOY |
| Total Assets EOYFMV | 3779445 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3356794 | RetainedEarningsBOY |
| Retained Earnings EOY | 3353022 | RetainedEarningsEOY |
| Total Net Assets BOY | 3356794 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3353022 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3356794 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3353022 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3356794 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3772 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3353022 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3353022 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| FIDELITY SHORT TERM GAIN | P | 977620 | 961251 | 16369 | 16369 |
| FIDELITY LONG TERM GAIN | P | 565057 | 456537 | 108520 | 108520 |
| FIDELITY CASH IN LIEU | P | 130 | 130 | 130 | |
| FIDELITY RETURN OF PRINCIPAL | P | 2051 | 1772 | 279 | 279 |
| Capital Gains Dividends | P | 15734 | 15734 | 15734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 141032 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 164600 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3714211 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044316 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 160314 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3479142 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046079 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 221649 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3163686 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.070060 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 222139 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4136956 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053696 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 221175 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4976894 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044440 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.258591 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051718 | AverageDistributionRatio |
| Net Noncharitable Assets | 3678273 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 190233 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1723 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 191956 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 174525 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3447 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3447 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3447 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 2247 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | HARVEY C HANSEN TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9529129895 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15413 MILAN WAY | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| HARVEY C HANSEN | ||||||||
| 15413 MILAN WAY | NAPLES | FL | 34110 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| CARL M HANSEN | ||||||||
| 4960 LINCOLN DRIVE | EDINA | MN | 55436 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| KELSEY L PIQUETTE | ||||||||
| 4505 GILFORD DRIVE | EDINA | MN | 55435 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3534827 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 199460 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3734287 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3734287 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 56014 | CashDeemedCharitable |
| Net Noncharitable Assets | 3678273 | NetNoncharitableAssets |
| Minimum Investment Return | 183914 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 183914 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3447 | TaxBasedOnInvestmentIncome |
| Total Tax | 3447 | TotalTax |
| Distributable Amount Before Adj | 180467 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 180467 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 180467 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 174525 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 174525 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 174525 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 180467 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 173833 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 174525 | QualifyingDistributions |
| Applied To Year1 | 173833 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 692 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 179775 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BENHILDE MARGARETS SCHOOL | |||||||
| 2501 HWY 100 SO | ST LOUIS PARK | MN | 55416 | N/A | 501C3 | EDUCATIONAL | $2,500 |
| CHILDRENS CANCER RESEARCH | |||||||
| 7801 EAST BUSH LAKE RD STE 130 | MINNEAPOLIS | MN | 55439 | N/A | 501C3 | MEDICAL | $35,000 |
| CHILDRENS HOSPITAL FOUNDATION | |||||||
| 2545 CHICAGO AVE SO STE 617 | MINNEAPOLIS | MN | 55404 | N/A | 501C3 | MEDICAL | $10,000 |
| CHS HEALTHCARE FOUNDATION | |||||||
| 1454 MADISON AVE | IMMOKALEE | FL | 34142 | N/A | 501C3 | MEDICAL | $1,000 |
| EDINA EDUCATION FUND | |||||||
| 5701 NORMANDALE ROAD | EDINA | MN | 55424 | N/A | 501C3 | EDUCATIONAL | $2,500 |
| JESSICA SCHWARTZBAUER FOUNDATION | |||||||
| 6107 WATERFORD | EDINA | MN | 55436 | N/A | 501C3 | CHARITABLE | $1,000 |
| MAJESTIC HILLS RANCH | |||||||
| 24580 DAKOTA AVENUE | LAKEVILLE | MN | 55044 | N/A | 501C3 | CHARITABLE | $5,000 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | 501C3 | MEDICAL | $25,000 |
| MINNEAPOLIS HEART INSTITUTE FOUNDATION | |||||||
| 920 EAST 28TH STREET STE 100 | MINNEAPOLIS | MN | 55407 | N/A | 501C3 | MEDICAL | $10,000 |
| MINNESOTANS MILITARY APPRECIATION FUND | |||||||
| PO BOX 2070 | MINNEAPOLIS | MN | 55402 | N/A | 501C3 | CHARITABLE | $10,000 |
| PARKINSONS ASSOCIATION OF MINNESOTA | |||||||
| 6601 LYNDALE AVE SO | MINNEAPOLIS | MN | 55423 | N/A | 501C3 | MEDICAL | $200 |
| THE BLAKE SCHOOL | |||||||
| 110 BLAKE ROAD | HOPKINS | MN | 55343 | N/A | 501C3 | CHARITABLE | $10,000 |
| WISHES & MORE | |||||||
| 961 HILLWIND ROAD | FRIDLEY | MN | 55432 | N/A | 501C3 | CHARITABLE | $50,000 |
| WOUNDED WARRIORS PROJECT | |||||||
| PO BOX 78516 | TOPEKA | KS | 66675 | N/A | 501C3 | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 164200 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $83,894 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $141,032 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $224,926 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 224926 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $10,300 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10300 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCKS & BONDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 3141591 | BookValue |
| EOYFMV | 3568014 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MANAGEMENT FEES | $51,343 | 51343 | 0 |
| INVESTMENT EXPENSES | $27 | 27 | 0 |
| FOREIGN FEES | $12 | 12 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,198 | 1198 | 0 |
| MINNESOTA FILING FEE | $25 | 0 | 25 |
| FEDERAL TAX | $1,593 | 0 | 0 |