BCBSM FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BCBSM FOUNDATION INC (EIN 36-3525653)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-26
- IRS object ID
- 202502699349100405
- Schema version
- 2024v5.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-26T09:36:29-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 416173747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aware Integrated Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64560 | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363525653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCBSM Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BCBS | BusinessNameControlTxt |
| Phone | 8668121593 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64560 | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL SAND | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6516629668 | PhoneNum |
| Signature | 2025-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aware Integrated Inc | PreparerPersonNm |
| PTIN | P01472847 | PTIN |
| Phone | 6516629668 | PhoneNum |
| Preparation | 2025-09-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $78,989,404 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $168,537 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $168,537 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,702,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,702,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $161,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,841,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,655 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,655 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,052,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,890,689 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $396,742 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $396,742 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $482,284 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $482,284 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $200,775 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $200,775 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $315,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $315,489 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $87,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $22,304 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,304 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $383,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $379,849 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,039 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,888,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $379,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,420,633 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,634,472 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,573,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,523,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $379,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,993,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,470,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,510,840 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,175,053 | CashBOYAmt |
| Cash EOY | $734,665 | CashEOYAmt |
| Cash EOYFMV | $734,665 | CashEOYFMVAmt |
| Corporate Stock BOY | $63,697,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,635,892 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,635,892 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,868,885 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,808,292 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,808,292 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,246,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,690,843 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,690,843 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $119,108 | OtherAssetsBOYAmt |
| Other Assets EOY | $119,712 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $119,712 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $77,106,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,989,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,989,404 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $879,357 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $824,923 | AccountsPayableEOYAmt |
| Grants Payable BOY | $376,464 | GrantsPayableBOYAmt |
| Grants Payable EOY | $437,900 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,255,821 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,262,823 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $75,851,174 | RetainedEarningBOYAmt |
| Retained Earning EOY | $77,726,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,851,174 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,726,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,106,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,989,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,851,174 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,470,540 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,345,947 | OtherIncreasesAmt |
| Subtotal | $77,726,581 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $77,726,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly Trade Securities | $77,841,488 | $77,675,871 | -$46,045 | -$46,045 |
| Bonds | $3,789 | -$3,789 | -$3,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$49,834 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,001 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,001 | SubtotalAmt |
| Tax Based On Investment Income | $21,001 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $42,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $42,000 | OriginalReturnTaxPaidAmt |
| Overpayment | $20,999 | OverpaymentAmt |
| Applied To ES Tax | $20,999 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Website Address | www.bluecrossmn.com/foundation | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corporate Offices | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6516629668 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 Yankee Drive | AddressLine1Txt |
| City | Eagan | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551211627 | ZIPCd |
| 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| MARK STEFFEN MD | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | VICE CHAIR | 000.00 | $0 | |
| BUKATA HAYES | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | BOARD CHAIR | 000.00 | $0 | |
| DANA ERICKSON | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | DIRECTOR | 000.00 | $0 | |
| PAUL SAND | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | SECRETARY | 000.00 | $0 | |
| ANN HOWES | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | ASST SECRETARY | 000.00 | $0 | |
| MAY VANG | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | TREASURER | 000.00 | $0 | |
| NASH SHAIKH | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | DIRECTOR | 000.00 | $0 | |
| KRISTINE RHODES | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | DIRECTOR | 000.00 | $500 | |
| CAROLYN LINK | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | PRESIDENT | 040.00 | $394,242 | $78,227 |
| EMILY PIPER | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | DIRECTOR | 000.00 | $2,000 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| ERICA ORTON | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | PRINCIPAL EVALUATION | 040.00 | $97,874 | $20,693 |
| ALLISON CORRADO | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | SENIOR PROGRAM OFFIC | 040.00 | $174,821 | $64,885 |
| JANET JABLONSKE | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | OPERATIONS MANAGER | 040.00 | $106,189 | $45,160 |
| MAJRA MUCIC GIBBONS | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | SENIOR PROGRAM OFFIC | 040.00 | $167,047 | $68,556 |
| CAMILA MERCADO MICHELLI | |||||||
| 3400 YANKEE DRIVE | EAGAN | MN | 55121 | PROGRAM OFFICER | 040.00 | $72,860 | $22,914 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PADILLA SPEER BEARDSLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 West River Parkway Ste 400 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Consulting Service | ServiceTypeTxt |
| Compensation | $52,008 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Funds were used for planning and communications related to a community event focused on racial and health equity and communications to support grantees. | Description1Txt |
| Expenses1 | $52,008 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Description2 | None | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $64,612,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,472,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,084,636 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $68,084,636 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,021,270 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,063,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,353,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,353,168 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,001 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,001 | TotalTaxAmt |
| Distributable Before Adj | $3,332,167 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,332,167 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,332,167 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,993,668 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,993,668 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,332,167 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,524,418 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,310,236 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,831,258 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,796,781 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,819,018 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,281,711 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,993,668 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,332,167 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,661,501 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,943,212 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,524,418 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,418,794 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,310,236 | ExcessFromYear4Amt |
| Excess From Year3 | $2,831,258 | ExcessFromYear3Amt |
| Excess From Year2 | $2,796,781 | ExcessFromYear2Amt |
| Excess From Year1 | $2,819,018 | ExcessFromYear1Amt |
| Excess From Current Year | $2,661,501 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carolyn Link | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64560 | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8668121593 | RecipientPhoneNum |
| Recipient Email Address | foundationbluecrossmnfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Please visit our website at www.bluecrossmn.com/foundation for instructions on how to apply. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Inquiries are accepted throughout the year and applicants are given a proposal due date at the time | SubmissionDeadlinesTxt |
| Restrictions On Awards | We typically do not provide funding for programs outside Minnesota. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| African Community Senior Services | ||||||
| 2722 Park Avenue | Minneapolis | MN | 55407 | PC | To increase healthcare enrollment among the most impacted communities from the East African immigrant Community in MN . | $52,000 |
| African Economic Development Solutions | ||||||
| 1821 University avenue Suite S-145 | St Paul | MN | 55104 | PC | African Minnesotan Childcare Provider Civic Leadership and Engagement Project | $100,000 |
| Alight | ||||||
| 325 Quincy Street NE Ste A1 | Minneapolis | MN | 55413 | PC | Welcome Home Afghans in MN | $50,000 |
| Amherst H Wilder Foundation | ||||||
| 451 LEXINGTON PARKWAY NORTH | ST PAUL | MN | 55104 | PC | Saint Paul Promise Thrive by Five Initiative | $100,000 |
| Amherst H Wilder Foundation | ||||||
| 451 LEXINGTON PARKWAY NORTH | ST PAUL | MN | 55104 | PC | African American Babies Coalitions and Projects Birth Equity | $100,000 |
| Apple Tree Dental | ||||||
| 2442 Mounds View Blvd | Mounds View | MN | 55112 | PC | Launching a Family-Centered Dental Home Pilot | $100,000 |
| CARE Clinic | ||||||
| 906 College Ave | Red Wing | MN | 55066 | PC | Expand Access to Equitable Dental Care and Coverage | $100,000 |
| CAPI USA | ||||||
| 3702 E Lake St | Minneapolis | MN | 55406 | PC | Health Benefits Navigation Spanish Hmong | $100,000 |
| Centro Tyrone Guzman | ||||||
| 1915 Chicago Avenue | Minneapolis | MN | 55404 | PC | Manos Montessori Intergenerational Social Enterprise | $75,000 |
| Children's Defense Fund | ||||||
| 555 Park Street Suite 410 | St Paul | MN | 55103 | PC | Building Power and Raising Voices for MN Families | $100,000 |
| Children's Dental Services | ||||||
| 636 Broadway St NE | Minneapolis | MN | 55413 | PC | Advancing Equitable Dental Care Access to 3,000 Children, Pregnant Women, and Family Members of all Ages across Underserved Minnesota Regions | $100,000 |
| Comunidades Latinas Unidas En Servicio | ||||||
| 797 East 7th Street | St Paul | MN | 55106 | PC | 2024 CLUES Early Childhood Initiatives | $100,000 |
| Comunidades Latinas Unidas En Servicio | ||||||
| 797 East 7th Street | St Paul | MN | 55106 | PC | CLUES Access to Coverage | $100,000 |
| Face to Face Health and Counseling Service Inc | ||||||
| 1165 Arcade St | St Paul | MN | 55106 | PC | Advancing Equitable Healthcare Access and Coverage | $88,917 |
| First Children's Finance | ||||||
| 212 Third Avenue North | Minneapolis | MN | 55401 | PC | First Children, First Nations Collaborative | $99,768 |
| Greater Twin Cities United Way | ||||||
| 404 South 8th Street | Minneapolis | MN | 55404 | PC | 2024 Start Early Funders Coalition | $22,500 |
| Green Card Voices | ||||||
| 2611 1st Ave S | Minneapolis | MN | 55408 | PC | Bridging Gaps Through Storytelling | $93,700 |
| HealthFinders Collaborative | ||||||
| PO Box 731 | Northfield | MN | 55057 | PC | MNsure Engagement and Capacity Building | $50,000 |
| Hispanic Outreach Program of Goodhue County | ||||||
| PO Box 146 | Red Wing | MN | 55066 | PC | Meet.Learn.Share 2.0 | $70,629 |
| Hmong American Partnership | ||||||
| 1075 Arcade St | St Paul | MN | 55106 | PC | Navigator Coalition | $110,000 |
| Intercultural Mutual Assistance Association Inc | ||||||
| 2500 Valleyhigh Drive NW | Rochester | MN | 55901 | PC | Match Program | $50,000 |
| Lao Assistance Center of Minnesota | ||||||
| 1015 4th Avenue N | Minneapolis | MN | 55405 | PC | Nitan Building Bridges Across Generations | $100,000 |
| Liberty Community Church PCUSA | ||||||
| 3700 N Bryant Ave | Minneapolis | MN | 55412 | PC | Strengthening intergenerational social connections, reducing isolation, and deepening the understanding of structural inequities for children and families enrolled in Libertys 21 st Century K-12 Academy. | $75,000 |
| Lower Sioux Indian Community | ||||||
| 39527 Reservation Hwy 1 | Morton | MN | 56270 | GOV | Cansayapi Healthy Start Project | $95,336 |
| Mid-Minnesota Legal Assistance | ||||||
| 110 6th Ave S Suite 200 | St Cloud | MN | 56301 | PC | Healthcare Outreach and Enrollment | $100,000 |
| Minnesota Council on Foundations | ||||||
| 800 Washington Ave N | Minneapolis | MN | 55401 | PC | 2025 Membership Contribution | $9,000 |
| NAMI Minnesota | ||||||
| 1919 University Ave W suite 400 | Saint Paul | MN | 55104 | PC | Multilingual Outreach- Spanish Language Focus | $50,000 |
| Native American Community Clinic | ||||||
| 1213 E Franklin Ave | Minneapolis | MN | 55404 | PC | Native American Community Clinic Equitable Care and Coverage | $200,000 |
| Northfield Healthy Community Initiative | ||||||
| 1651 Jefferson Pkwy HS 128 | Northfield | MN | 55057 | PC | Growing Up Healthy in Rice County Minnesota | $125,000 |
| Northland Foundation | ||||||
| 202 West Superior Street | Duluth | MN | 55802 | PC | AGE to age Re Building Healthy Connections Across Generations | $50,000 |
| Northland Foundation | ||||||
| 202 West Superior Street | Duluth | MN | 55802 | PC | Early Care and Education Community Connections Initiative | $100,000 |
| NorthPoint Health & Wellness Inc | ||||||
| 2220 Plymouth Ave N | Minneapolis | MN | 55411 | PC | Access to Coverage | $50,000 |
| Northside Achievement Zone | ||||||
| 2123 West Broadway Ave Suite 100 | Minneapolis | MN | 55411 | PC | Fostering NAZ Scholar Achievement through Quality Early Childhood Programs and Leadership | $50,000 |
| Northwest Indian Community Development Center | ||||||
| 1819 Bemidji Ave N | Bemidji | MN | 56601 | PC | Reclaiming Mino Biimaadiziwin | $200,000 |
| Northwest Minnesota Foundation | ||||||
| 201 3rd St NW | Bemidji | MN | 56601 | PC | Step Up - Level 4 Caregiver Connection | $100,000 |
| Partnership Academy | ||||||
| 6500 Nicollet Ave S | Richfield | MN | 55423 | PC | La Red Latina de Educacin Temprana La Red | $125,000 |
| Portico Healthnet | ||||||
| 2925 Chicago Avenue South | Minneapolis | MN | 55407 | PC | Equitable Care Coverage | $100,000 |
| Project Motherpath Inc | ||||||
| 16821 NE 6th Ave | N Miami Beach | FL | 33162 | PC | RootsCulturally Centered Reproductive Health and Birth Equity | $100,000 |
| Propel Nonprofits | ||||||
| One Main St SE | Minneapolis | MN | 55414 | PC | Spark Education | $100,000 |
| Propel Nonprofits | ||||||
| One Main St SE | Minneapolis | MN | 55414 | PC | Spark Education | $25,000 |
| Queerspace Collective | ||||||
| PO Box 11455 | Minneapolis | MN | 55411 | PC | QUEERSPACE collective LGBTQ Group Mentoring and Training | $95,671 |
| Rabata Inc | ||||||
| 3533 Lexington Ave N | Arden Hills | MN | 55126 | PC | Rabata Community Development for Muslim Girls Women | $75,000 |
| Regents of the University of Minnesota | ||||||
| Sponsored Projects Administration 2 | Minneapolis | MN | 55455 | GOV | Describing Minnesota Communities and Uninsured Phase 6 - data refresh and promo | $40,000 |
| Rise Incorporated | ||||||
| 8406 Sunset Road NE | Spring Lake Park | MN | 55432 | PC | Intergenerational Connections for Better Health for Seniors and Disabled Adults | $90,000 |
| St David's Center | ||||||
| 3395 Plymouth Road | Minnetonka | MN | 55305 | PC | Building Equity in Family Home Visiting | $100,000 |
| Tiwahe Foundation | ||||||
| 570 N Asbury St | St Paul | MN | 55104 | PC | Addressing Root Causes of Native Health Disparities Through Culturally Grounded Leadership Development | $75,000 |
| United Community Action Partnership (UCAP) | ||||||
| 200 4th Street SW PO Box 1359 | Willmar | MN | 56201 | PC | Community Connectors/Healthcare Access Expansion | $100,000 |
| United Way Worldwide | ||||||
| 701 North Fairfax Street | Alexandria | VA | 22314 | PC | 2022 Community Giving Campaign | $43,804 |
| United Way Worldwide | ||||||
| 701 North Fairfax Street | Alexandria | VA | 22314 | PC | 2023 Community Giving Campaign | $236,710 |
| Voices for Racial Justice | ||||||
| 2525 E Franklin Avenue Ste 301 | Minneapolis | MN | 55406 | PC | Early Childhood Parent Fellowship | $50,000 |
| Way to Grow | ||||||
| 201 Irving Ave N | Minneapolis | MN | 55405 | PC | Great By Eight | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,573,035 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| African Community Senior Services | ||||||
| 2722 Park Avenue | Minneapolis | MN | 55407 | PC | To increase healthcare enrollment among the most impacted communities from the East African immigrant Community in MN . | $52,000 |
| African Economic Development Solutions | ||||||
| 1821 University avenue Suite S-145 | St Paul | MN | 55104 | PC | African Minnesotan Childcare Provider Civic Leadership and Engagement Project | $100,000 |
| Amherst H Wilder Foundation | ||||||
| 451 LEXINGTON PARKWAY NORTH | ST PAUL | MN | 55104 | PC | Saint Paul Promise Thrive by Five Initiative | $100,000 |
| Amherst H Wilder Foundation | ||||||
| 451 LEXINGTON PARKWAY NORTH | ST PAUL | MN | 55104 | PC | African American Babies Coalitions and Projects Birth Equity | $100,000 |
| Apple Tree Dental | ||||||
| 2442 Mounds View Blvd | Mounds View | MN | 55112 | PC | Apple Tree Dentals Family-Centered Dental Home Project Dental Home Project | $100,000 |
| CARE Clinic | ||||||
| 906 College Ave | Red Wing | MN | 55066 | PC | Increase access to health care in Goodhue County | $100,000 |
| CAPI USA | ||||||
| 3702 E Lake St | Minneapolis | MN | 55406 | PC | Health Benefits Navigation Spanish Hmong | $100,000 |
| Children's Defense Fund | ||||||
| 555 Park Street Suite 410 | St Paul | MN | 55103 | PC | Building Power and Raising Voices for MN Families | $100,000 |
| Children's Dental Services | ||||||
| 636 Broadway St NE | Minneapolis | MN | 55413 | PC | Advancing Equitable Dental Care Access to 3,000 Children, Pregnant Women, and Family Members of all Ages across Underserved Minnesota Regions | $100,000 |
| Comunidades Latinas Unidas En Servicio | ||||||
| 797 East 7th Street | St Paul | MN | 55106 | PC | 2024 CLUES Early Childhood Initiatives | $100,000 |
| Comunidades Latinas Unidas En Servicio | ||||||
| 797 East 7th Street | St Paul | MN | 55106 | PC | CLUES Access to Coverage | $100,000 |
| Face to Face Health and Counseling Service Inc | ||||||
| 1165 Arcade St | St Paul | MN | 55106 | PC | Advancing Equitable Healthcare Access and Coverage | $88,917 |
| First Children's Finance | ||||||
| 212 Third Avenue North | Minneapolis | MN | 55401 | PC | First Children, First Nations Collaborative | $99,891 |
| HealthFinders Collaborative | ||||||
| PO Box 731 | Northfield | MN | 55057 | PC | MNsure Engagement and Capacity Building | $50,000 |
| Partnership Academy | ||||||
| 6500 Nicollet Ave S | Richfield | MN | 55423 | PC | La Red Latina de Educacin Temprana La Red | $125,000 |
| Lower Sioux Indian Community | ||||||
| 39527 Reservation Hwy 1 | Morton | MN | 56270 | GOV | Cansayapi Healthy Start Project | $93,957 |
| Mid-Minnesota Legal Assistance | ||||||
| 110 6th Ave S Suite 200 | St Cloud | MN | 56301 | PC | Healthcare Outreach and Enrollment | $100,000 |
| St David's Center | ||||||
| 3395 Plymouth Road | Minnetonka | MN | 55305 | PC | Building Equity in Family Home Visiting | $100,000 |
| Hmong American Partnership | ||||||
| 1075 Arcade St | St Paul | MN | 55106 | PC | Navigator Coalition | $110,000 |
| Native American Community Clinic | ||||||
| 1213 E Franklin Ave | Minneapolis | MN | 55404 | PC | Native American Community Clinic Equitable Care and Coverage | $200,000 |
| Northfield Healthy Community Initiative | ||||||
| 1651 Jefferson Pkwy HS 128 | Northfield | MN | 55057 | PC | Growing Up Healthy in Rice County Minnesota | $125,000 |
| Northland Foundation | ||||||
| 202 West Superior Street | Duluth | MN | 55802 | PC | Early Care and Education Community Connections Initiative | $100,000 |
| NorthPoint Health & Wellness Inc | ||||||
| 2220 Plymouth Ave N | Minneapolis | MN | 55411 | PC | Access to Coverage | $50,000 |
| Northside Achievement Zone | ||||||
| 2123 West Broadway Ave Suite 100 | Minneapolis | MN | 55411 | PC | Fostering NAZ Scholar Achievement through Quality Early Childhood Programs and Leadership | $50,000 |
| Northwest Indian Community Development Center | ||||||
| 1819 Bemidji Ave N | Bemidji | MN | 56601 | PC | Reclaiming Mino Biimaadiziwin | $200,000 |
| Northwest Minnesota Foundation | ||||||
| 201 3rd St NW | Bemidji | MN | 56601 | PC | Step Up - Level 4 Caregiver Connection | $100,000 |
| Portico Healthnet | ||||||
| 2925 Chicago Avenue South | Minneapolis | MN | 55407 | PC | Equitable Care Coverage | $100,000 |
| Regents of the University of Minnesota | ||||||
| Sponsored Projects Administration 2 | Minneapolis | MN | 55455 | GOV | Describing Minnesota Communities and Uninsured Phase 6 - data refresh and promo | $40,000 |
| Project Motherpath Inc | ||||||
| 16821 NE 6th Ave | N Miami Beach | FL | 33162 | PC | RootsCulturally Centered Reproductive Health and Birth Equity | $100,000 |
| Propel Nonprofits | ||||||
| One Main St SE | Minneapolis | MN | 55414 | PC | Spark Education | $75,000 |
| United Community Action Partnership (UCAP) | ||||||
| 200 4th Street SW PO Box 1359 | Willmar | MN | 56201 | PC | Community Connectors/Healthcare Access Expansion | $100,000 |
| United Way Worldwide | ||||||
| 701 North Fairfax Street | Alexandria | VA | 22314 | PC | 2024 Community Giving Campaign | $279,756 |
| Voices for Racial Justice | ||||||
| 2525 E Franklin Avenue Ste 301 | Minneapolis | MN | 55406 | PC | Early Childhood Parent Fellowship | $50,000 |
| Way to Grow | ||||||
| 201 Irving Ave N | Minneapolis | MN | 55405 | PC | Great By Eight | $150,000 |
| CARE Clinic | ||||||
| 906 College Ave | Red Wing | MN | 55066 | PC | Increase access to health care in Goodhue County | $100,000 |
| Partnership Academy | ||||||
| 6500 Nicollet Ave S | Richfield | MN | 55423 | PC | La Red Latina de Educacin Temprana La Red | $125,000 |
| Native American Community Clinic | ||||||
| 1213 E Franklin Ave | Minneapolis | MN | 55404 | PC | Native American Community Clinic Equitable Care and Coverage | $200,000 |
| Northfield Healthy Community Initiative | ||||||
| 1651 Jefferson Pkwy HS 128 | Northfield | MN | 55057 | PC | Growing Up Healthy in Rice County Minnesota | $125,000 |
| Northwest Indian Community Development Center | ||||||
| 1819 Bemidji Ave N | Bemidji | MN | 56601 | PC | Reclaiming Mino Biimaadiziwin | $200,000 |
| Way to Grow | ||||||
| 201 Irving Ave N | Minneapolis | MN | 55405 | PC | Great By Eight | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,439,521 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,537 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,702,497 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,655 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,890,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,890,689 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/a | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | Yes (true) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (true) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| BCBSM Inc | ||
| 1b(6) | $1,011,558 | BCBSM, Inc. employees performed personal services for reporting organisation |
| BCBSM Inc | ||
| 1c | $1 | Sharing of Facilties |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Available Upon Request | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64560 | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $0 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | None | Desc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,808,292 | EOYBookValueAmt |
| EOYFMV | $2,808,292 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $61,635,892 | EOYBookValueAmt |
| EOYFMV | $61,635,892 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Asset-backed securities | CategoryOrItemTxt |
| Book Value | $13,690,843 | BookValueAmt |
| EOYFMV | $13,690,843 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | See statement 1 attached | Desc |
| BOY Book Value | $119,108 | BOYBookValueAmt |
| EOY Book Value | $119,712 | EOYBookValueAmt |
| EOYFMV | $119,712 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Revenue And Expenses Per Books | $383,991 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $379,849 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,039 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous investment income | Desc |
| Revenue And Expenses Per Books | $19,655 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $19,655 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gain/Loss on Investments | $5,535,474 |
| Undistriputed Partnership Income | $810,473 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Professional fees | $130,649 | $130,649 |
| Unrestricted Grantee Support | $184,840 | $184,840 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income tax | CategoryTxt |
| Amt | $87,000 | Amt |