WMN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WMN FOUNDATION (EIN 20-4850609)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331359349100128
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T08:57:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON HOLDINGS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 CARLSON PARKWAY SUITE 275 | AddressLine1 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | 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 | 204850609 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TONKAWA INC | InCareOfName |
| Name Control | WMNF | NameControl |
| Phone | 9524045636 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 TONKAWA ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | LONG LAKE | City |
| State | MN | State |
| ZIP Code | 55356 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C DAVID NELSON | Name |
| Title | SECRETARY | Title |
| Phone | 9524045636 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9524045600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 436745 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 66274 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 9785 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9785 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 773 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 79971 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 773 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 76832 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10558 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Other Prof Fees Rev And Expnss | 6279 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3390 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2889 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 245 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 135 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 85 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 60 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 25 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6609 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3585 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2914 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 112750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 112750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 119359 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3585 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 115664 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -42527 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6973 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 30729 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14891 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14891 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 410335 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 421854 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 421854 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 441064 | TotalAssetsBOY |
| Total Assets EOY | 436745 | TotalAssetsEOY |
| Total Assets EOYFMV | 436745 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 441064 | UnrestrictedBOY |
| Unrestricted EOY | 436745 | UnrestrictedEOY |
| Total Net Assets BOY | 441064 | TotalNetAssetsBOY |
| Total Net Assets EOY | 436745 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 441064 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 436745 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 441064 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -42527 | ExcessOfRevenueOverExpenses |
| Other Increases | 38487 | OtherIncreases |
| Subtotal | 437024 | Subtotal |
| Other Decreases | 279 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 436745 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 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 |
|---|---|---|---|---|---|---|---|
| SIT US GOVT SECURITIES FUND | P | 2011-09-08 | 2012-06-21 | 15000 | 15026 | -26 | -26 |
| SIT US GOVT SECURITIES FUND | P | 2012-12-06 | 244 | 244 | |||
| VANGUARD TOTAL STOCK MARKET ETF | P | 2011-07-08 | 2012-08-07 | 29971 | 29233 | 738 | 738 |
| SIT US GOVT SECURITIES FUND | P | 2011-09-08 | 2012-12-06 | 34756 | 34695 | 61 | 61 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 773 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 107455 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 526419 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.204124 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 55218 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 272626 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.202541 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 54618 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 220083 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.24817 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 44909 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 149092 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.301217 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 18368 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 175813 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.104475 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.060527 | TotalDistributionRatio |
| Average Distribution Ratio | 0.212105 | AverageDistributionRatio |
| Net Noncharitable Assets | 436668 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 92619 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 70 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 92689 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 115664 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 70 | InvestmentIncomeExciseTax |
| Subtotal | 70 | Subtotal |
| Tax Based On Investment Income | 70 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 70 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONKAWA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9524045600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 CARLSON PARKWAY SUITE 275 | AddressLine1 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DIANA NELSON | ||||||||
| 550 TONKAWA ROAD | LONG LAKE | MN | 55356 | TRUSTEE, TREASURER | 1.0 | 0 | 0 | 0 |
| WENDY M NELSON | ||||||||
| 550 TONKAWA ROAD | LONG LAKE | MN | 55356 | TRUSTEE, PRESIDENT | 1.0 | 0 | 0 | 0 |
| C DAVID NELSON | ||||||||
| 550 TONKAWA ROAD | LONG LAKE | MN | 55356 | TRUSTEE, SECRETARY | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 420397 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 22921 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 443318 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 443318 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6650 | CashDeemedCharitable |
| Net Noncharitable Assets | 436668 | NetNoncharitableAssets |
| Minimum Investment Return | 21833 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21833 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 70 | TaxBasedOnInvestmentIncome |
| Total Tax | 70 | TotalTax |
| Distributable Amount Before Adj | 21763 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 21763 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 21763 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 115664 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 115664 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 70 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 115594 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21763 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 7974 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 54659 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 58976 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 107565 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 229174 | TotalExcessDistriCarryover |
| Qualifying Distributions | 115664 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 21763 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 93901 | RemainingDistriFromCorpus |
| Total Corpus | 323075 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 323075 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7974 | ExcessFromYear4 |
| Excess From Year3 | 54659 | ExcessFromYear3 |
| Excess From Year2 | 58976 | ExcessFromYear2 |
| Excess From Year1 | 107565 | ExcessFromYear1 |
| Excess From Current Year | 93901 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WENDY NELSON | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | C DAVID NELSON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 TONKAWA ROAD | AddressLine1 |
| City | LONG LAKE | City |
| State | MN | State |
| ZIP Code | 55356 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9524045636 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE THE FOLLOWING: HISTORY AND GENERAL PURPOSE OF THE ORGANIZATION 3 YEAR BUDGET HISTORY AND 3 YEAR PROJECTED BUDGET (INCLUDING CURRENT YEAR BUDGET) COPY OF THE IRS TAX EXEMPT RULING COPY OF THE ORGANIZATION'S MOST RECENT FORM 990 LIST OF BOARD OF DIRECTORS AND AFFILIATIONS (MEMBER AGENCIES OR DEPARTMENTS OF LARGER ORGANIZATIONS MUST HAVE WRITTEN APPROVAL OF THE APPLICATION TO THE FOUNDATION FROM THE RESPONSIBLE EXECUTIVE OFFICER OF THE PARENT ORGANIZATION BEFORE SUBMITTING THE PROPOSAL TO THE FOUNDATION) PURPOSE OF REQUEST, INCLUDING HISTORY OF THE ORGANIZATION'S INVOLVEMENT IN CONCEPT, NEEDS ASSESSMENT, PROPOSED ACHIEVEMENTS AND BENEFITS AMOUNT OF REQUEST, INCLUDING LENGTH OF TIME FUNDS ARE BEING SOUGHT, WHERE ELSE FUNDS ARE BEING SOUGHT, AND PLEDGES RECEIVED TO DATE PROJECT OR PROGRAM BUDGET EVIDENCE OF COOPERATION WITH OTHER SIMILAR AGENCIES EVIDENCE OF EVALUATION SYSTEM FOR THE PROJECT OR PROGRAM DESCRIPTION OF HOW PROJECT OR PROGRAM WILL BE FUNDED ON AN ON | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS SHOULD BE SUBMITTED NO LATER THAN MARCH 1 FOR JUNE GRANTS AND SEPTEMBER 1 FOR DECEMBER | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BLAKE SCHOOL | |||||||
| 110 BLAKE ROAD SOUTH | HOPKINS | MN | 55343 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| CHILDREN'S THEATRE COMPANY | |||||||
| 2400 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| PO BOX 249 | MOOSE | WY | 83012 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| HENNEPIN AVENUE UNITED METHODIST CHURCH | |||||||
| 511 GROVELAND AT LYNDALE | MINNEAPOLIS | MN | 55403 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $3,000 |
| INNER CITY TENNIS | |||||||
| 4005 NICOLLET AVENUE SOUTH | MINNEAPOLIS | MN | 55409 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,500 |
| LAKE COUNTRY SCHOOL | |||||||
| 3755 PLEASANT AVENUE SOUTH | MINNEAPOLIS | MN | 55409 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,000 |
| MILKWEED EDITIONS INC | |||||||
| 1011 WASHINGTON AVENUE SOUTH SUITE | MINNEAPOLIS | MN | 55415 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | NONE | PUBLIC | WOMEN'S BOARD SCHOLARSHIPS | $100 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | NONE | PUBLIC | NORTHWESTERN ANNUAL FUND | $10,000 |
| RECONCILING MINISTRIES NETWORK | |||||||
| 3801 N KEELER AVE | CHICAGO | IL | 60641 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $500 |
| WALKER ART CENTER | |||||||
| 1750 HENNEPIN AVENUE | MINNEAPOLIS | MN | 55403 | NONE | PUBLIC | ANNUAL FUND | $1,000 |
| WOMEN'S FOUNDATION OF MINNESOTA | |||||||
| 155 FIFTH AVENUE SOUTH SUITE 500 | MINNEAPOLIS | MN | 55401 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| WOMEN'S SPORTS FOUNDATION | |||||||
| 1899 HEMPSTEAD TURNPIKE SUITE 400 | EAST MEADOW | NY | 11554 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| HIGHPOINT CENTER FOR PRINTMAKING | |||||||
| 912 W LAKE STREET | MINNEAPOLIS | MN | 55408 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| PROJECT 515 EDUCATION CAMPAIGN | |||||||
| 1170 15TH AVE SE SUITE 208 | MINNEAPOLIS | MN | 55414 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| SCIENCE MUSEUM OF MINNESOTA | |||||||
| 120 WEST KELLOGG BOULEVARD | ST PAUL | MN | 55102 | NONE | PUBLIC | ANNUAL FUND | $1,000 |
| WATCH | |||||||
| 608 SECOND AVE SOUTH SUITE 465 | MINNEAPOLIS | MN | 55402 | NONE | PUBLIC | ANNUAL FUND | $1,000 |
| ALAIN LOCKE INITIATIVE | |||||||
| 328 SOUTH JEFFERSON STREET SUTIE 5 | CHICAGO | IL | 60661 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $250 |
| ANN BANCROFT FOUNDATION | |||||||
| 808 14TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PUBLIC | DREAM XCHANGE FUNDRAISER | $250 |
| CHILDREN'S HEALTH CARE FOUNDATION | |||||||
| 2910 CENTRE POINTE DRIVE | ROSEVILLE | MN | 55113 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| CHILDREN'S WORKSHOP MONTESSORI | |||||||
| 3021 HARBOR LANE N | PLYMOUTH | MN | 55447 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| DANCER'S WORKSHOP | |||||||
| PO BOX 1500 | JACKSON | WY | 83001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| ERIK'S RANCH INC | |||||||
| 7712 GLEASON ROAD | EDINA | MN | 55439 | NONE | PUBLIC | ANNUAL FUND | $2,500 |
| FOUNDATION FOR MINNEAPOLIS PARKS | |||||||
| 4800 MINNEHAHA AVE | MINNEAPOLIS | MN | 55417 | NONE | PUBLIC | ADDICKS FUNDRAISER | $200 |
| GUTHRIE THEATER | |||||||
| 818 S 2ND STREET | MINNEAPOLIS | MN | 55415 | NONE | PUBLIC | FULFILLING THE PROMISE CAMPAIGN | $40,000 |
| GUTHRIE THEATER | |||||||
| 818 S 2ND STREET | MINNEAPOLIS | MN | 55415 | NONE | PUBLIC | YEAR END RESPONSE | $5,000 |
| GUTHRIE THEATER | |||||||
| 818 S 2ND STREET | MINNEAPOLIS | MN | 55415 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| IBIO INSTITUTE | |||||||
| 65 E WACKER PLACE SUITE 1600 | CHICAGO | IL | 60601 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $500 |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| PO BOX 199 | INTERLOCHEN | MI | 496430199 | NONE | PUBLIC | GERALD J. AND BETH B. FISCHER SCHOLARSHIP FUND | $100 |
| NATIONAL GAY AND LESBIAN TASK FORCE FOUNDATION | |||||||
| 1321 MASSACHUSETTS AVE NW SUITE 60 | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $100 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | NONE | PUBLIC | KELLOGG SCHOOL | $10,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2020 RIGE AVENUE | EVANSTON | IL | 60208 | NONE | PUBLIC | NU HILLEL | $1,000 |
| ONE VILLAGE PARTNERS | |||||||
| 1900 NICOLLET AVENUE | MINNEAPOLIS | MN | 55403 | NONE | PUBLIC | KOZLAK FUNDRAISER | $250 |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | NONE | PUBLIC | MN CHAPTER | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 112750 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,785 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $773 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,558 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10558 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | WENDY NELSON | 301 CARLSON PARKWAY SUITE 275 | MINNETONKA | MN | 55305 | 4000 | X | |
| 2 | WENDY NELSON | 301 CARLSON PARKWAY SUITE 275 | MINNETONKA | MN | 55305 | 4000 | X | |
| 3 | WENDY NELSON | 301 CARLSON PARKWAY SUITE 275 | MINNETONKA | MN | 55305 | 4000 | X | |
| 4 | WENDY NELSON | 301 CARLSON PARKWAY SUITE 275 | MINNETONKA | MN | 55305 | 4000 | X | |
| 5 | WENDY NELSON | 301 CARLSON PARKWAY SUITE 275 | MINNETONKA | MN | 55305 | 50274 | X | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 5 | ContributorNumberFromPartI |
| Noncash Property Description | 1185 SHARES MEDTRONIC | NoncashPropertyDescription |
| Fair Market Value | 50274 | FairMarketValue |
| Date Received | 2012-12-07 | DateReceived |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ISHARES S&P 1500 INDEX | 33379 | 33379 |
| ISHARES MSCI EAFE INDEX | 12964 | 12964 |
| VANGUARD FTSE ALL WORLD INDEX | 60848 | 60848 |
| SIT US GOVT SECURITIES FUND | 79923 | 79923 |
| VANGUARD TOTAL STOCK MKT ETF | 186131 | 186131 |
| MEDTRONIC | 48609 | 48609 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONCASH CONTRIBUTION VALUATION | Description |
| Amount | $279 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| MN ATTORNEY GENERAL FEE | 25 | 25 | |
| MISC BANK FEES | 60 | 60 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INCREASE IN UNREALIZED APPRECIATION OF | $0 |
| PORTFOLIO ASSETS | $38,487 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CITIBANK FEES | $500 | 500 | |
| TONKAWA FEES | $5,779 | 2890 | 2889 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL EXCISE TAX | $110 | |
| FOREIGN TAX | $135 | 135 |
Comments