EAGLE AND THE HAWK FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EAGLE AND THE HAWK FOUNDATION (EIN 41-1856926)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-10
- IRS object ID
- 201322539349100012
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-10T15:58:40-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411834878 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR OAK GROUP INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 S HWY 100 PARKDALE 426 | AddressLine1 |
| City | ST LOUIS PARK | City |
| State | MN | State |
| ZIP Code | 55416 | 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 | 411856926 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EAGLE AND THE HAWK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EAGL | NameControl |
| Phone | 9525121165 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 S HWY 100 PARKDALE PLAZA NO | AddressLine1 |
| Address Line2 | 426 | AddressLine2 |
| City | ST LOUIS PARK | City |
| State | MN | State |
| ZIP Code | 55416 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES HARTWELL | Name |
| Title | DIRECTOR | Title |
| Phone | 9525121165 | Phone |
| Date Signed | 2013-09-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01084498 | PTIN |
| 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 | 3314456 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 190106 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 7373 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7373 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 57713 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 57713 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 177679 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1049179 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 177679 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 197889 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 14 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 630760 | TotalRevenueAndExpenses |
| Total Net Investment Income | 242779 | 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 | 32607 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 32607 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 9977 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2952 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 25 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2040 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 44624 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 35559 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 25 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 144265 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 144265 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 188889 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 35559 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 144290 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 441871 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 207220 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2383 | CashBOY |
| Cash EOY | 1255 | CashEOY |
| Cash EOYFMV | 1255 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 763645 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 571790 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 571790 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 2189992 | InvestmentsOtherBOY |
| Investments Other EOY | 2824846 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2741411 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2956020 | TotalAssetsBOY |
| Total Assets EOY | 3397891 | TotalAssetsEOY |
| Total Assets EOYFMV | 3314456 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1472688 | CapitalStockBOY |
| Capital Stock EOY | 1472688 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1483332 | RetainedEarningsBOY |
| Retained Earnings EOY | 1925203 | RetainedEarningsEOY |
| Total Net Assets BOY | 2956020 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3397891 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2956020 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3397891 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2956020 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 441871 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3397891 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3397891 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (20 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 90.2890 AMERICAN EUROPACIFIC GROWTH | P | 2011-12-27 | 2012-02-16 | 3524 | 3175 | 349 | 349 |
| 5380.633 AMERICAN EUROPACIFIC GROWTH FUND | P | 2012-02-16 | 210006 | 173938 | 36068 | 36068 | |
| 81 AMYRIS INC | P | 2012-08-27 | 264 | 1145 | -881 | -881 | |
| 81.6254 EVERGREEN SMALLCAP FUND | P | 2012-02-29 | 161410 | 123178 | 38232 | 38232 | |
| 45.5324 EVERGREEN SMALLCAP FUND II | P | 2012-02-29 | 176020 | 135197 | 40823 | 40823 | |
| 275 SHORT TERM FIXED INCOME | P | 2010-03-30 | 2012-12-14 | 289213 | 288230 | 983 | 983 |
| 4728 VANGUARD FTSE ALL-WORLD | P | 2012-02-16 | 208372 | 203138 | 5234 | 5234 | |
| EVERGREEN SHORT TERM FIXED INCOME | P | 4060 | 4060 | ||||
| LARGE CAP CORE | P | 6546 | 6546 | ||||
| LARGE CAP CORE | P | 39170 | 39170 | ||||
| EVERGREEN SMALLCAP FUND II | P | -274 | -274 | ||||
| EVERGREEN SMALLCAP FUND II | P | 2154 | 2154 | ||||
| EVERGREEN SMALLCAP FUND | P | -419 | -419 | ||||
| EVERGREEN SMALLCAP FUND | P | 139 | 139 | ||||
| EVERGREEN HIGHBRIDGE FUND | P | -1232 | -1232 | ||||
| EVERGREEN HIGHBRIDGE FUND | P | -12518 | -12518 | ||||
| POCKET LLC | P | 2850 | 2850 | ||||
| POCKET LLC | P | 12989 | 12989 | ||||
| POCKET LLC | P | 3036 | 3036 | ||||
| CAPITAL GAINS DIVIDENDS | P | 370 | 370 | 370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 177679 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 107561 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2813634 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038228 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 104385 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2363319 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044169 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 116661 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2090045 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055817 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 118825 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2456612 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048369 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 124725 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2679316 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046551 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.233134 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046627 | AverageDistributionRatio |
| Net Noncharitable Assets | 3032135 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 141379 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2072 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 143451 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 144290 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2072 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2072 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2072 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3997 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3997 | TotalCreditsAndPayments |
| Overpayment | 1925 | Overpayment |
| Amount Credited To Next Year | 1925 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | 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 | CHARLES BELL HARTWELL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9525121165 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 S HWY 100 STE 426 | AddressLine1 |
| City | ST LOUIS PARK | City |
| State | MN | State |
| ZIP Code | 55416 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES BELL HARTWELL | ||||||||
| 1660 SHWY 100 STE 426 | ST LOUIS PARK | MN | 55416 | CHIEF EXECUTIVE OFFICER | 0.00 | 0 | 0 | 0 |
| MAUREEN PELTON | ||||||||
| 1660 SHWY 100 STE 426 | ST LOUIS PARK | MN | 55416 | CHIEF FINANCIAL OFFICER | 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 | 2639557 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 438753 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3078310 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3078310 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 46175 | CashDeemedCharitable |
| Net Noncharitable Assets | 3032135 | NetNoncharitableAssets |
| Minimum Investment Return | 151607 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 151607 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2072 | TaxBasedOnInvestmentIncome |
| Total Tax | 2072 | TotalTax |
| Distributable Amount Before Adj | 149535 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 149535 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 149535 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 144290 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 144290 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2072 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 142218 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 149535 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 25735 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 144290 | QualifyingDistributions |
| Applied To Year1 | 25735 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 118555 | 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 | 30980 | 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 |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CHARLES BELL HARTWELL | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 S HWY 100 PARKDALE PLAZA SUITE | AddressLine1 |
| Address Line2 | 426 | AddressLine2 |
| City | ST LOUIS PARK | City |
| State | MN | State |
| ZIP Code | 55416 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9525121165 | RecipientPhoneNumber |
| Form And Info And Materials | PAST AND PRESENT INFORMATION ABOUT THE APPLICANT, BUDGET, PROJECTIONS, USE OF FUNDS, OTHER FUND RAISING EFFORTS, TAX EXEMPTION LETTER, ETC. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| UGANDA LITTLE LEAGUE BASEBALL | |||||||
| 366 ARDSLEY STREET | STATEN ISLAND | NY | 10306 | PUBLIC CHARITY | MISSION IS TO DEVELOP LITTLE LEAGUE BASEBALL THROUGHTOUT UGANDA | $250 | |
| FINCA | |||||||
| 1101 14TH STREET NW-11TH FLOOR | WASHINGTON | DC | 20005 | PUBLIC CHARITY | PROVIDE FINANCIAL SERVIES TO THE WORLD'S LOWEST-INCOME ENTREPRENEURS SO THEY CAN CREATE JOBS, BUILD ASSETS AND IMPROVE STANDARD OF LIVING | $250 | |
| WOMEN'S FOUNDATION OF MINNESOTA | |||||||
| 155 FIFTH AVENUE SOUTH - SUITE 500 | MINNEAPOLIS | MN | 554012549 | PUBLIC CHARITY | PROMOTES THE ADVANCEMENT OF EQUALITY FOR ALL WOMEN AND GIRLS IN THE AREAS OF ECONOMIC JUSTICE, SAFETY AND SECURITY, HEALTH AND REPROCTIVE RIGHTS, HUMAN RIGHTS AND POLITICAL POWER | $750 | |
| MISS REPRESENTATION | |||||||
| 1806 BELLES ST SUITE 3A | SAN FRANCISCO | CA | 94129 | PUBLIC CHARITY | A NON-PROFIT SOCIAL ACTION CAMPAIGN AND MEDIA ORGANIZATION ESTABLISHED TO SHIFT PEOPLE'S CONSCIOUSNESS, INSPIRE INDIVIDUAL AND COMMUNITY ACTION AND TRANSFORM CULTURE SO EVERYONE CAN FULLFIL THEIR POTENTIAL | $27,000 | |
| ONE YOGA | |||||||
| 721 WEST 26TH STREET | MINNEAPOLIS | MN | 55405 | PUBLIC CHARITY | A NONPROFIT YOGA ORGANIZATION THAT OFFERS HEALTH AND WELL-BEING THROUGH THE PRACTICES OF YOGA, SPECIFICALLY INCLUSIVE OF THOSE WHO TRANDTIONALLY LACK ACCESS | $3,000 | |
| SECOND HANDS HOUNDS | |||||||
| 4336 SHADY OAK ROAD | MINNETONKA | MN | 553536957 | PUBLIC CHARITY | FOSTER-BASED, ALL-BREED ANIMAL RESCUE, PROVIDES SAFE SHELTER, PROPER VETERINARY CARE | $1,000 | |
| WHOLE LEARNING SCHOOL | |||||||
| 9400 CEDAR LAKE ROAD | ST LOUIS PARK | MN | 55426 | PUBLIC CHARITY | INDEPENDENT SCHOOL FOR CHILDREN WITH SPECIAL EDUCATIONAL NEEDS WEHRE STUDENTS RECEIVE AN INDIVIDUAL PLANNED EDUCATION IN A SMALL GROUP SETTING TEACHES ESSENTIAL LIFE SKILLS, SOCIAL AWARENESS | $500 | |
| GOLDEN VALLEY ANIMAL HUMANE SOCIETY | |||||||
| 845 MEADOW LANE NORTH | GOLDEN VALLEY | MN | 55422 | PUBLIC CHARITY | PROVIDE COMPREHENSIVE PROGRAMS AND SERVIES TO COMPASSIONATELY SERVE ALL OF THE STAGES OF AN ANIMAL'S LIFE | $300 | |
| AMPERSAND FAMILIES | |||||||
| 1700 SECOND STREET NE | MINNEAPOLIS | MN | 55413 | PUBLIC CHARITY | MISSION TO RECRUIT AND SUPPORT PERMANENT FAMILIES FOR OLDER YOUTH, AND CHAMPION PRACTICES IN ADOPTIONA ND PERMANENCY THAT RESTORE BELONGING, DIGNITY AND HOPE | $500 | |
| AMNESTY INTERNATIONAL | |||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | A GLOBAL MOVEMENT TO END GRAVE ABUSES OF HUMAN RIGHTS. | $500 | |
| ABBOTT NORTHWESTERN FOUNDATION | |||||||
| 800 EAST 28TH STREET | MINNEAPOLIS | MN | 55407 | PUBLIC CHARITY | RAISES STEWARDS AND DISBURSES FUNDS FOR THE BENEFIT OF ABBOTT NORTHWESTERN HOSPITAL | $5,000 | |
| ANN BANCROFT FOUNDATION | |||||||
| 808 14TH AVENUE SE | MINNEAPOLIS | MN | 55414 | PUBLIC CHARITY | SUPPORTS GIRLS AND WOMEN TO REALIZE THE HIGHEST POTENTIAL | $250 | |
| BELWIN | |||||||
| 1660 S HWY 100 PARKDALE PLAZA SUITE | ST LOUIS PARK | MN | 55416 | PUBLIC CHARITY | IN MINNESOTA INSPIRE CONNECTION TO NATURAL WORLD | $1,000 | 426 |
| BLAKE SCHOOL | |||||||
| 110 BLAKE ROAD SOUTH | HOPKINS | MN | 55345 | PUBLIC CHARITY | PROVIDES STUDENTS WITH ACADEMICALLY CHALLENGING EDUCATION IN SUPORT ENVIRONMENT | $2,000 | |
| BOLDER OPTIONS | |||||||
| 2100 STEVENS AVENUE | MINNEAPOLIS | MN | 55404 | PUBLIC CHARITY | TEACHES YOUTH TO SUCCEED IN ALL LIFES RACES | $1,000 | |
| CAPE ELEUTHRA FOUNDATION | |||||||
| ISS PO BOX 5910 | PRINCETON | NJ | 08543 | PUBLIC CHARITY | SUPPORTS FUTURE LEADERS BY HELPING THEM REALIZE THEIR POTENTIAL | $250 | |
| DOLPHIN RESEARCH CENTER | |||||||
| 58901 OVERSEAS HWY | GRASSY KEY | FL | 330506019 | PUBLIC CHARITY | PROMOTES PEACE, COEXISTENCE AND COMMUNITY BETWEEN MAMMALS AND HUMANS | $3,955 | |
| GIVE US WINGS | |||||||
| 450 NORTH SYNDICATE STREET SUITE | ST PAUL | MN | 55104 | PUBLIC CHARITY | WORK WITH PEOPLE IN KENYA TO ERADICATE POVERTY | $26,560 | 200 |
| MICRO GRANTS | |||||||
| 1035 FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | PUBLIC CHARITY | FINANCES DREAMS AND OPPORTUNITIES FOR LOW INCOME PEOPLE TO GET THEM SELF SUFFICIENT TO RELIEVE SUFFERING AND ADVANCE WELL-BEING | $1,000 | |
| MIND AND LIFE INSTITUTE | |||||||
| 7007 WINCHESTER CIRCLE SUITE 100 | BOULDER | CO | 80301 | PUBLIC CHARITY | STUDIES HUMAN MIND | $30,000 | |
| MINNESOTA INTERNATIONAL CENTER | |||||||
| 711 EAST RIVER ROAD | MINNEAPOLIS | MN | 55455 | PUBLIC CHARITY | HELPS CITIZENS GAIN A DEEPER UNDERSTANDING OF THEIR PLACE IN WORLD COMMUNITY | $10,000 | |
| MINNESOTA PUBLIC RADIO | |||||||
| 45 EAST SEVENTH STREET | ST PAUL | MN | 55101 | PUBLIC CHARITY | ENRICH THE MIND AND NOURISHES THE SPIRIT | $1,200 | |
| NONVIOLENT PEACE FORCE | |||||||
| 425 OAK GROVE STREET | MINNEAPOLIS | MN | 55403 | PUBLIC CHARITY | FOSTERS DIALOGUE BETWEEN PARTIES IN CONFLICT ADN PROVIDES PROTECTIVE PEACE FOR CIVILIANS | $15,000 | |
| ONE HEART WORLD WIDE | |||||||
| 1818 PANCHECO STREET | SAN FRANCISCO | CA | 94116 | PUBLIC CHARITY | SAVE LIVES OF WOMEN AND INFANTS IN NEED | $2,000 | |
| PLANNED PARENTHOOD OF MINNESOTA | |||||||
| 1200 LAGOON AVE | MINNEAPOLIS | MN | 55408 | PUBLIC CHARITY | PROVIDE AND PROTECT REPRODUCTIVE HEALTH | $1,000 | |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVE ST 100 | MOUNTAIN VIEW | CA | 94043 | PUBLIC CHARITY | PROVIDE YOUTH ATHLETES A POSITIVE CHARACTER BUILDING YOUTH SPORTS ENVIRONMENT | $1,000 | |
| PROJECT FOR PRIDE IN LIVING | |||||||
| 1035 EAST FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | PUBLIC CHARITY | WORKS WITH LOW INCOME POPEL IN THE TWIN CITIES FOR THEM TO BE SELF SUFFICIENT | $1,000 | |
| ROUND THE EARTH MEDIA | |||||||
| 3109 W 50TH STREET 203 | MINNEAPOLIS | MN | 55410 | PUBLIC CHARITY | PROVIDES HIGH QUALITY GLOBAL REPORTING WITH INFORMATION | $2,000 | |
| WILD CAT SANCTUARY | |||||||
| PO BOX 314 | SANDSTONE | MN | 55072 | PUBLIC CHARITY | PROVIDES NATURAL SANCTUARY TO WILD CATS IN NEED AND CHANGE CAPTIVE WILDLIFE CRISIS | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 144265 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,373 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57,713 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $197,889 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $177,679 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $440,654 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 440654 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | CHARLES H BELL CHARITABLE LEAD ANNU | 1660 S HWY 100 PARKDALE PLAZA STE 4 | ST LOUIS PARK | MN | 55416 | 173876 | X |
| 2 | CHARLES H BELL CHARITABLE LEAD ANNU | 1660 S HWY 100 PARKDALE PLAZA STE 4 | ST LOUIS PARK | MN | 55416 | 16230 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (6 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ACCOUNTING FEES | $13,395 | 13395 | 0 |
| EVERGREEN SMALLCAP FUND II | $80 | 80 | 0 |
| EVERGREEN HIGHBRIDGE FUND | $1,278 | 1278 | 0 |
| EVERGREEN SMALLCAP FUND | $75 | 75 | 0 |
| POCKET LLC | $11,279 | 11279 | 0 |
| EVERGREEN LARGE CAP CORE I | $6,500 | 6500 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (23 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FLAG VENTURE PARTNERS III | AT COST | 51406 | 7788 |
| FLAG VENTURE PARTNERS IV, L.P. | AT COST | 7656 | 3826 |
| EVERGREEN LARGE CAP CORE I | AT COST | 732747 | 816991 |
| J P MORGAN REAL ESTATE | AT COST | 143664 | 89213 |
| INVESCO REAL ESTATE FUND I, L.P. | AT COST | 55490 | 33112 |
| J.P. MORGAN REIT | AT COST | 8 | 8 |
| WAYZATA OPPORTUNITY FUND, LLC | AT COST | 73230 | 59920 |
| WAYZATA OPPORTUNITY FUND II, LLC | AT COST | 97125 | 80777 |
| WESTLY CAPITAL | AT COST | 70000 | 43129 |
| BUY THE CHANGE | AT COST | 10020 | 10020 |
| RESTORE PRODUCTS | AT COST | 20000 | 0 |
| EVERGREEN HIGHBRIDGE FUND | AT COST | 81043 | 71822 |
| PIMCO LOW DURATION | AT COST | 209107 | 213732 |
| EUROPEAN SECONDARY OPPORTUNITES | AT COST | 13703 | 12077 |
| HARRISON STREET REAL ESTATE PARTNERS | AT COST | 65450 | 66409 |
| WESTLY CAPITAL II | AT COST | 17632 | 13987 |
| EATON VANCE PARAMETRIC | AT COST | 436000 | 450756 |
| ISHARES MSCI EAFE INDEX FUND | AT COST | 434791 | 454880 |
| ISHARES RUSSELL 2000 GROWTH INDEX | AT COST | 61352 | 61952 |
| ISHARES RUSSELL 2000 INDEX FUND | AT COST | 183125 | 189715 |
| FUNDAMENTAL PARTNERS MUNICIPAL TRUST | AT COST | 30000 | 30000 |
| INTERNATIONAL FARMLAND TRUST | AT COST | 7500 | 7500 |
| PINEBRIDGE STRUCTURED CAPITAL | AT COST | 23797 | 23797 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MEETINGS | 909 | 0 | 0 |
| PINEBRIDGE | 1131 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PARTNERSHIP INCOME | 197875 | 0 | 197875 |
| EVERGREEN HIGHBRIDGE FUND | 14 | 14 | 14 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE TAXES - FILING FEE | $25 | 0 | 25 |
| BURR OAK GROUP INC. | $2,114 | 2114 | 0 |
| LARGE CAP CORE | $838 | 838 | 0 |
| FEDERAL TAXES | $7,000 | 0 | 0 |
Comments