JAMES & PAULA TANKENOFF FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & PAULA TANKENOFF FOUNDATION (EIN 41-1961022)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201201319349100980
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T15:29:19-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 US BANK PLAZA N 200 S 6TH ST | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554021459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411961022 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & PAULA TANKENOFF FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JAMES TANKENOFF | InCareOfName |
| Name Control | JAME | NameControl |
| Phone | 9529441222 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13991 TRIBAL TRAIL | AddressLine1 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James Tankenoff | Name |
| Title | Officer | Title |
| Date Signed | 2012-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6123320001 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 186258 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1292 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1292 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4389 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4389 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2860 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 77753 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2860 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 8541 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8541 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 25 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 25 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1650 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1246 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1246 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2921 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2921 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 19414 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 19414 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 22335 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22335 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -13794 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8541 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4238 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2627 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2627 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 173 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 2 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 185546 | InvestmentsOtherBOY |
| Investments Other EOY | 173534 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 183629 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 189957 | TotalAssetsBOY |
| Total Assets EOY | 176163 | TotalAssetsEOY |
| Total Assets EOYFMV | 186258 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 189957 | RetainedEarningsBOY |
| Retained Earnings EOY | 176163 | RetainedEarningsEOY |
| Total Net Assets BOY | 189957 | TotalNetAssetsBOY |
| Total Net Assets EOY | 176163 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 189957 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 176163 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 189957 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -13794 | ExcessOfRevenueOverExpenses |
| Subtotal | 176163 | Subtotal |
| Total Net Assets Fund Balances EOY | 176163 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (26 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| ALLIANZ NFJ DIVIDEND VALUE INS | 2006-01-06 | 2011-12-13 | 2887 | 2534 | 353 | 353 | |
| AMERICAN BEACON INTERNATIONAL | 2006-05-03 | 2011-06-15 | 607 | 855 | -248 | -248 | |
| DELAWARE EMERGING MARKETS | 2010-04-27 | 2011-07-11 | 207 | 207 | 0 | ||
| AMERICAN EUPACIFIC GROWTH FUND | 2006-05-03 | 2011-06-15 | 427 | 479 | -52 | -52 | |
| FEDERATED ULTRASHORT BOND INST | 2010-07-21 | 2011-12-13 | 284 | 285 | -1 | -1 | |
| FEDERATED MORTGAGE INSTITUTION | 2010-07-21 | 2011-12-13 | 333 | 336 | -3 | -3 | |
| GOLDMAN SACHS SMALL VALUE IS | 2006-05-30 | 2011-07-14 | 4513 | 5147 | -634 | -634 | |
| HARBOR CAPITAL APPRECIATION | 2006-05-03 | 2011-02-14 | 4579 | 3811 | 768 | 768 | |
| LOOMIS SAYLES GLOBAL BOND FUND | 2010-04-27 | 2011-07-11 | 1895 | 1807 | 88 | 88 | |
| TIMES SQUARE MID CAP GROWTH IN | 2009-10-29 | 2011-12-13 | 5079 | 4129 | 950 | 950 | |
| MORGAN STANLEY INST SMALL COMP | 2005-02-05 | 2011-09-27 | 4202 | 4602 | -400 | -400 | |
| PIMCO TOTAL RETURN INSTL | 2010-04-27 | 2011-12-13 | 527 | 539 | -12 | -12 | |
| RIDGEWORTH LARGE CAP CORE GROW | 2008-06-18 | 2011-04-01 | 4705 | 4711 | -6 | -6 | |
| CALAMOS CONVERTIBLE FUND | 2010-04-27 | 2011-12-13 | 499 | 519 | -20 | -20 | |
| PIMCO FOREIGN BOND INSTITUTION | 2008-06-18 | 2011-02-14 | 1500 | 1459 | 41 | 41 | |
| GOLDMAN SACHS MID CAP VALUE FU | 2008-12-30 | 2011-07-11 | 459 | 293 | 166 | 166 | |
| GOLDMAN SACHS HIGH YIELD FUND | 2008-06-18 | 2011-07-11 | 869 | 894 | -25 | -25 | |
| PIMCO REAL RETURN FUND | 2010-04-27 | 2011-07-11 | 1068 | 986 | 82 | 82 | |
| FEDERATED ULTRASHORT BOND INST | 2010-07-21 | 2011-02-14 | 1600 | 1597 | 3 | 3 | |
| FEDERATED MORTGAGE INSTITUTION | 2010-07-21 | 2011-07-10 | 500 | 505 | -5 | -5 | |
| TIMES SQUARE MID CAP GROWTH IN | 2010-12-20 | 2011-12-13 | 3782 | 3899 | -117 | -117 | |
| RIDGEWORTH LARGE CAP CORE GROW | 2010-05-01 | 2011-04-01 | 9699 | 9014 | 685 | 685 | |
| VANGUARD LARGE CAP CORE INDEX | 2011-04-04 | 2011-06-15 | 651 | 659 | -8 | -8 | |
| PIMCO REAL RETURN | 2010-04-27 | 2011-02-14 | 631 | 626 | 5 | 5 | |
| DISCOVER BANK C.D. 4.4% 10/03/2011 | 2008-09-23 | 2011-10-03 | 25000 | 25000 | 0 | ||
| CAPITAL GAIN DIVIDENDS | 1250 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2860 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 18902 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 204710 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.092335 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 29544 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 196564 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.150302 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 29322 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 238388 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.123001 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 27348 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 286229 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.095546 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 52466 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 310417 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.169018 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.630202 | TotalDistributionRatio |
| Average Distribution Ratio | 0.12604 | AverageDistributionRatio |
| Net Noncharitable Assets | 195195 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 24602 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 85 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 24687 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22335 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 171 | InvestmentIncomeExciseTax |
| Subtotal | 171 | Subtotal |
| Tax Based On Investment Income | 171 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 173 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 173 | TotalCreditsAndPayments |
| Overpayment | 2 | Overpayment |
| Amount Credited To Next Year | 2 | AmountCreditedToNextYear |
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 | false | 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 |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES TANKENOFF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9529441222 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13991 TRIBAL TRAIL | AddressLine1 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | ZIPCode |
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 | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JAMES TANKENOFF | ||||||
| 13991 TRIBAL TRAIL | MINNETONKA | MN | 55305 | PRESIDENT | 0 | 0 |
| JAMES TANKENOFF | ||||||
| 13991 TRIBAL TRAIL | MINNETONKA | MN | 55305 | CFO AND DIRECTOR | 0 | 0 |
| PAULA TANKENOFF | ||||||
| 13991 TRIBAL TRAIL | MINNETONKA | MN | 55305 | VICE PRESIDENT | 0 | 0 |
| PAULA TANKENOFF | ||||||
| 13991 TRIBAL TRAIL | MINNETONKA | MN | 55305 | SECRETARY | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 194735 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3433 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 198168 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 198168 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2973 | CashDeemedCharitable |
| Net Noncharitable Assets | 195195 | NetNoncharitableAssets |
| Minimum Investment Return | 9760 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9760 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 171 | TaxBasedOnInvestmentIncome |
| Total Tax | 171 | TotalTax |
| Distributable Amount Before Adj | 9589 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 9589 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 9589 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22335 | 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 | 22335 | QualifyingDistributions |
| Adj Qualifying Distributions | 22335 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9589 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 37136 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 13425 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 17403 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 19831 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 8778 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 96573 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22335 | QualifyingDistributions |
| Applied To Current Year | 9589 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 12746 | RemainingDistriFromCorpus |
| Total Corpus | 109319 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 37136 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 72183 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 13425 | ExcessFromYear4 |
| Excess From Year3 | 17403 | ExcessFromYear3 |
| Excess From Year2 | 19831 | ExcessFromYear2 |
| Excess From Year1 | 8778 | ExcessFromYear1 |
| Excess From Current Year | 12746 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| JEWISH FAMILY CHILDRENS SERVICES | ||||||
| 13100 WAYZATA BLVD SUITE 400 | MINNETONKA | MN | 55305 | HUMANITARIAN ASSISTANCE | $7,292 | |
| JUVENILE DIABETES RESEARCH | ||||||
| 9400 N CENTRAL EXPRESSWAY 1201 | DALLAS | TX | 75231 | PUBLIC CHARITY | $75 | |
| UNITED STATES HOLOCAUST MUSEUM | ||||||
| 5925 FOREST LANE | DALLAS | TX | 75230 | CHARITY | $100 | |
| SUSAN G KOMEN TWIN CITIES RACE FOR THE CURE | ||||||
| 301 SOUTH AVENUE | BLOOMINGTON | MN | 55425 | PUBLIC CHARITY | $250 | MALL OF AMERICA |
| CREATE A MEMORY FOUNDATION | ||||||
| 80 SOUTH 8TH STREET SUITE 3901 | MINNEAPOLIS | MN | 55402 | HUMANITARIAN ASSISTANCE | $100 | |
| SHOLOM COMMUNITY ALLIANCE | ||||||
| 3620 PHILLIPS PARKWAY | MINNEAPOLIS | MN | 55426 | HUMANITARIAN ASSISTANCE | $100 | |
| SHOLOM FOUNDATION | ||||||
| 3620 PHILLIPS PARKWAY | MINNEAPOLIS | MN | 55426 | HUMANITARIAN ASSISTANCE | $250 | |
| MINNEAPOLIS JEWISH FEDERATION | ||||||
| 13100 WAYZATA BLVD 200 | MINNETONKA | MN | 55345 | HUMANITARIAN ASSISTANCE | $6,130 | |
| TEMPLE ISRAEL | ||||||
| 2324 EMERSON AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | CHARITY | $3,717 | |
| PHILIPS EYE INSTITUTE FOUNDATION | ||||||
| 2215 PARK AVENUE SUITE 202 | MINNEAPOLIS | MN | 55404 | CHARITY | $100 | |
| MULTIPLE LYELOMA RESEARCH FOUNDATION | ||||||
| 383 MAIN AVENUE | NORWALK | CT | 06851 | PUBLIC CHARITY | $100 | 5TH FLOOR |
| PARK NICOLLET FOUNDATION | ||||||
| 6500 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55426 | Charity | $1,000 | |
| CITY OF MINNETONKA | ||||||
| 14600 MINNETONKA BLVD | MINNETONKA | MN | 55345 | Charity | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 19414 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,292 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,389 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 2860 | RelatedOrExemptFunctionIncome |
| 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 | $5,681 | ExclusionAmount |
| Related Or Exempt Function Income | 2860 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8541 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,650 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TRUST POINT INC INVESTMENTS | CategoryOrItem |
| Book Value | 173534 | BookValue |
| EOYFMV | 183629 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL FILING FEE | Category |
| Amount | $25 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY FEES | Description |
| Revenue And Expenses Per Books | 1246 | RevenueAndExpensesPerBooks |
Comments