VALLEY NEWS CHARITY FUND: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY NEWS CHARITY FUND (EIN 36-3339339)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-13
- IRS object ID
- 201330729349100308
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-13T11:37:14-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1911 EXCEL DRIVE | AddressLine1 |
| City | MANKATO | City |
| State | MN | State |
| ZIP Code | 56001 | 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 | 363339339 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY NEWS CHARITY FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VALL | NameControl |
| Phone | 5073454819 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 STADIUM ROAD | AddressLine1 |
| City | MANKATO | City |
| State | MN | State |
| ZIP Code | 56001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TROY LEIFERMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 5073454819 | Phone |
| Date Signed | 2013-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANN COLEMAN | Name |
| PTIN | P00032499 | PTIN |
| Phone | 5073876031 | 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 | 828996 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1700 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 26838 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 26838 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12989 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 52121 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12989 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 41527 | TotalRevenueAndExpenses |
| Total Net Investment Income | 39827 | 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 | 1700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 850 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 850 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 374 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | -364 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 25 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1710 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 850 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 875 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 37010 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37010 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 38720 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 850 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37885 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2807 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 38977 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3671 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1191 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1191 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 64 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 915394 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 920795 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 827805 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 919129 | TotalAssetsBOY |
| Total Assets EOY | 921986 | TotalAssetsEOY |
| Total Assets EOYFMV | 828996 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 50 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 50 | 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 | 919129 | RetainedEarningsBOY |
| Retained Earnings EOY | 921936 | RetainedEarningsEOY |
| Total Net Assets BOY | 919129 | TotalNetAssetsBOY |
| Total Net Assets EOY | 921936 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 919129 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 921986 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 919129 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2807 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 921936 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 921936 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 34958 | 39132 | -4174 | -4174 |
| CAPITAL GAINS DIVIDENDS | P | 17163 | 17163 | 17163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12989 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 21825 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 798045 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.027348 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 20923 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 740796 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.028244 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21740 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 615818 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.035303 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 29935 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 771359 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.038808 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 81991 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 948851 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.086411 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.216114 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043223 | AverageDistributionRatio |
| Net Noncharitable Assets | 807000 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34881 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 390 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 35271 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37885 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 390 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 390 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 390 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 340 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 340 | TotalCreditsAndPayments |
| Tax Due | 50 | 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 | NANCY NICKELS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5073454819 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 STADIUM ROAD | AddressLine1 |
| City | MANKATO | City |
| State | MN | State |
| ZIP Code | 56001 | 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 |
|---|---|---|---|---|---|---|---|---|
| TROY LEIFERMAN | ||||||||
| 1305 STADIUM ROAD | MANKATO | MN | 56001 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| MARGARET LEIFERMAN | ||||||||
| 1305 STADIUM ROAD | MANKATO | MN | 56001 | SECRETARY | 1.00 | 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 | 810256 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9033 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 819289 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 819289 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12289 | CashDeemedCharitable |
| Net Noncharitable Assets | 807000 | NetNoncharitableAssets |
| Minimum Investment Return | 40350 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40350 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 390 | TaxBasedOnInvestmentIncome |
| Total Tax | 390 | TotalTax |
| Distributable Amount Before Adj | 39960 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 39960 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 39960 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37885 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 37885 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 390 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 37495 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 39960 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 11393 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 37885 | QualifyingDistributions |
| Applied To Year1 | 11393 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 26492 | 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 | 13468 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 2900 43RD STREET NW | ROCHESTER | MN | 55901 | NONE | PUBLIC CHARITY | PINK RIBBON BREAST CANCER FUND | $475 |
| ASA | |||||||
| 110 EAST LIBERTY | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $750 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $250 |
| CADA | |||||||
| 100 STADIUM ROAD | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $250 |
| CHILDREN'S MUSEUM OF SOUTHERN MINNESOTA | |||||||
| PO BOX 3103 | MANKATO | MN | 56002 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $5,000 |
| ECHO FOOD SHELF | |||||||
| 614 NORTH 2ND STREET | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $250 |
| EDUCARE FOUNDATION | |||||||
| PO BOX 241 | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $1,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 3581 | NORTH MANKATO | MN | 56003 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $300 |
| HABITAT FOR HUMANITY | |||||||
| 1751 BASSETT DRIVE | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $200 |
| HIGH SCHOOL GRADUATION CELEBRATION | |||||||
| PO BOX 3714 | MANKATO | MN | 56001 | NONE | SCHOOL | UNRESTRICTED GENERAL FUND | $200 |
| HOLY ROSARY CATHOLIC CHURCH | |||||||
| 546 GRANT AVENUE | NORTH MANKATO | MN | 56003 | NONE | CHURCH | UNRESTRICTED GENERAL FUND | $200 |
| BLUE EARTH NICOLLET COUNTY HUMANE SOCIETY | |||||||
| 1250 NORTH RIVER DRIVE | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $500 |
| BLUE EARTH COUNTY HISTORICAL SOCIETY | |||||||
| 415 E CHERRY STREET | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $500 |
| JUNIOR ACHIEVEMENT | |||||||
| 210 LIME STREET | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $500 |
| MANKATO DOWNTOWN KIWANIS CLUB | |||||||
| PO BOX 733 | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | HOLIDAY LIGHTS | $1,000 |
| MANKATO AREA CATHOLIC SCHOOL | |||||||
| PO BOX 751 | MARSHALL | MN | 56258 | NONE | SCHOOL | WIRED TO THE HEART PROGRAM & LOYOLA CATHOLIC SCHOOLS | $900 |
| MANKATO AREA FOUNDATION | |||||||
| 1 CIVIC CENTER PLAZA 200 | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND & CITY ART | $3,000 |
| MANKATO AREA HOCKEY ASSOCIATION | |||||||
| 116 QUINION DRIVE | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $810 |
| MANKATO AREA UNITED WAY | |||||||
| 101 NORTH 2ND STREET SUITE 100 | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $1,500 |
| MANKATO AREA CHILDREN IN NEED | |||||||
| 309 HOLLY LANE | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $500 |
| MANKATO FAMILY YMCA | |||||||
| 1401 SOUTH RIVERFRONT DRIVE | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | KID'S CAMP & GOLF TOURNAMENT | $1,500 |
| MANKATO AREA LACROSSE ASSOCIATION | |||||||
| 43583 JUDSON BOTTOM ROAD | NORTH MANKATO | MN | 56003 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $250 |
| MANKATO YWCA | |||||||
| 500 SOUTH BROAD STREET | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $500 |
| MARCH OF DIMES - MN CHAPTER | |||||||
| 107 NORTH SECOND STREET SUITE 103 | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $600 |
| MAYBA | |||||||
| 1925 HAUGHTON AVENUE | NORTH MANKATO | MN | 56003 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $200 |
| MAYO HEALTH | |||||||
| 1025 MARSH STREET | MANKATO | MN | 560028673 | NONE | PUBLIC CHARITY | HOSPICE AND WOMEN'S AUXILIARY | $2,300 |
| MESSIAH LUTHERAN CHURCH | |||||||
| 1706 LEE BOULEVARD | NORTH MANKATO | MN | 56003 | NONE | CHURCH | UNRESTRICTED GENERAL FUND | $500 |
| MANKATO CALEDONIA CURLING CLUB | |||||||
| 600 HOPE STREET | MANKATO | MN | 56002 | NONE | PUBLIC CHARITY | JUNIOR CURLING CLUB | $250 |
| MANKATO WEST ORCHESIS | |||||||
| 10 CIVIC CENTER PLAZA SUITE 1 | MANKATO | MN | 56002 | NONE | SCHOOL | UNRESTRICTED GENERAL FUND | $500 |
| MINNESOTA STATE UNIVERSITY | |||||||
| 135 MYERS FIELD HOUSE | MANKATO | MN | 56001 | NONE | UNIVERSITY | ATHLETIC DEPARTMENT | $4,075 |
| MANKATO AREA 77 LANCERS MARCHING BAND | |||||||
| 110 FULTON STREET | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $100 |
| THE MANKATO CHILDREN'S CHORUS | |||||||
| PO BOX 3482 | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $200 |
| NATIONAL CHILD SAFETY COUNCIL | |||||||
| 710 SOUTH FRONT STREET | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUNDS | $100 |
| RIVERBLENDERS | |||||||
| GOOD COUNSEL HILL | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUNDS | $50 |
| SALVATION ARMY OF MANKATO | |||||||
| 700 SOUTH RIVERFRONT DRIVE | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUNDS | $500 |
| SCHOOL SISTERS OF NOTRE DAME | |||||||
| 170 GOOD COUNSEL DRIVE | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUNDS | $250 |
| SOUTH CENTRAL COLLEGE - MANKATO FOUNDATION | |||||||
| 1920 LEE BOULEVARD | NORTH MANKATO | MN | 56003 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUNDS | $500 |
| SWEET ADELINES OF MANKATO | |||||||
| 1208 ROCKBEND PARKWAY | ST PETER | MN | 56082 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUNDS | $100 |
| TEE IT UP FOR THE TROOPS | |||||||
| 2422 EAST 117TH STREET 102 | BURNSVILLE | MN | 55337 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUNDS | $1,200 |
| THE HOLIDAY SHARING TREE | |||||||
| PO BOX 4261 | MANKATO | MN | 56002 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUNDS | $500 |
| TWIN VALLEY COUNCIL BOY SCOUTS | |||||||
| 810 MADISON AVENUE | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUNDS | $500 |
| UNIVERSITY OF ST THOMAS | |||||||
| 2114 SUMMIT AVEUNUE | ST PAUL | MN | 55105 | NONE | UNIVERSITY | UNRESTRICTED GENERAL FUNDS | $250 |
| VINE | |||||||
| 1618 3RD AVENUE | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUNDS | $200 |
| YOUNG LIFE GREATER MANKATO | |||||||
| PO BOX 13 | MANKATO | MN | 56002 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $450 |
| TWENTY FIVE YEAR CLUB | |||||||
| 300 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $400 |
| MINNESOTA GROCER'S ASSOCIATION FOUNDATION | |||||||
| 500 ST CLAIR AVENUE | ST PAUL | MN | 55102 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $1,600 |
| MANKATO REHABILITATION CENTER INC FOUNDATION | |||||||
| 15 MAP DRIVE | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $500 |
| PACK THE STANDS (ISD #77) | |||||||
| PO BOX 8741 | MANKATO | MN | 560028741 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $100 |
| PARTNERS FOR AFFORDABLE HOUSING | |||||||
| 151 GOOD COUNSEL DRIVE SUITE 130 | MANKATO | MN | 56001 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $500 |
| RECONCILIATION PARK FUND | |||||||
| PO BOX 3368 | MANKATO | MN | 56002 | NONE | PUBLIC CHARITY | UNRESTRICTED GENERAL FUND | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37010 | 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 | $26,838 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,989 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $39,827 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 39827 | 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 | $1,700 | Amount |
| Net Investment Income | 850 | NetInvestmentIncome |
| Disbursements Charitable Prps | 850 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DAVIS NEW YORK VENTURE CLASS A | 125359 | 110597 |
| FRANKLIN INCOME FUND CLASS A | 218496 | 194188 |
| JOHN HANCOCK DISCIPLINED VALUE | 94313 | 67282 |
| LORD ABBETT DEVELOPING GROWTH | 64504 | 59215 |
| MUTUAL SERIES SHARES CLASS A | 94408 | 81479 |
| PIMCO TOTAL RETURN CLASS C | 137659 | 140879 |
| PIMCO COMMODITY REAL RETURN STRATEGY | 57271 | 41144 |
| VANGUARD CONVERTIBLE | 128785 | 133021 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 75 | 0 | 0 |
| MN FILING FEE | 25 | 0 | 25 |
| MISCELLANEOUS EXPENSE | -518 | 0 | 0 |
| CHECK PRINTING | 54 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX ESTIMATES | Category |
| Amount | $374 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments