LENFESTEY FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LENFESTEY FAMILY FOUNDATION INC (EIN 39-1748548)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-13
- IRS object ID
- 201211049349100206
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-13T12:35:19-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391173131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543053819 | 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 | 391748548 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENFESTEY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LENF | NameControl |
| Phone | 9204370476 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23200 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543053200 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK SCHMIDT | Name |
| Title | VP/SECRETARY | Title |
| Phone | 9204370476 | Phone |
| Date Signed | 2012-04-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH J LARDINOIS | Name |
| PTIN | P00053580 | PTIN |
| Phone | 9204367800 | Phone |
| Date Prepared | 2012-04-03 | DatePrepared |
| 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 | 1785828 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 108 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 108 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 15121 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15121 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 207313 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2417676 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 207313 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 222542 | TotalRevenueAndExpenses |
| Total Net Investment Income | 222542 | 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 | 1731 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 866 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 865 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4950 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2475 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2475 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1090 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9474 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4737 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4737 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17245 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8078 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8077 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 57500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 57500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 74745 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8078 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 65577 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 147797 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 214464 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 175164 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 278315 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 278315 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1522844 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1567490 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1507513 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1698008 | TotalAssetsBOY |
| Total Assets EOY | 1845805 | TotalAssetsEOY |
| Total Assets EOYFMV | 1785828 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1698008 | CapitalStockBOY |
| Capital Stock EOY | 1845805 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1698008 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1845805 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1698008 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1845805 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1698008 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 147797 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1845805 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1845805 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2010-01-01 | 2011-07-01 | 2417385 | 2210363 | 207022 | 207022 |
| CLASS ACTION PROCEEDS | 2010-01-01 | 2011-06-21 | 291 | 291 | 291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 207313 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 44623 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1725931 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.025854 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 124597 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1688912 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.073774 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 113542 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1673457 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.067849 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 168822 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3311427 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050982 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 119627 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3065743 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039021 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.257480 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051496 | AverageDistributionRatio |
| Net Noncharitable Assets | 1882937 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 96964 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2145 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 99109 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 65577 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4289 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4289 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4289 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Penalty For Underpayment | 64 | PenaltyForUnderpayment |
| Tax Due | 3153 | 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 | WI | 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 | JIM LENFESTEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6127307435 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1833 GIRARD AVE S | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55403 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| FREDERICK SCHMIDT | ||||||||
| 1514 FOX RIDGE COURT | DE PERE | WI | 54115 | VP/SEC | 0.50 | 0 | 0 | 0 |
| JAMES LENFESTEY | ||||||||
| 1833 GIRARD AVE S | MINNEAPOLIS | MN | 55403 | PRESIDENT | 0.50 | 0 | 0 | 0 |
| SUSAN LENFESTEY | ||||||||
| 1833 GIRARD AVE S | MINNEAPOLIS | MN | 55403 | DIRECTOR | 0.50 | 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 | 1531393 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 380218 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1911611 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1911611 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28674 | CashDeemedCharitable |
| Net Noncharitable Assets | 1882937 | NetNoncharitableAssets |
| Minimum Investment Return | 94147 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 94147 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4289 | TaxBasedOnInvestmentIncome |
| Total Tax | 4289 | TotalTax |
| Distributable Amount Before Adj | 89858 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 89858 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 89858 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 65577 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 65577 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 65577 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 89858 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 6047 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 30553 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 40645 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1624 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 78869 | TotalExcessDistriCarryover |
| Qualifying Distributions | 65577 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 65577 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 24281 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 24281 | ExcessDistriCyovAppliedCY |
| Total Corpus | 54588 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 54588 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 12319 | ExcessFromYear3 |
| Excess From Year2 | 40645 | ExcessFromYear2 |
| Excess From Year1 | 1624 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PRIVATE PHILANTHROPY SERVICES | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 W 48TH ST | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55419 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6128251050 | RecipientPhoneNumber |
| Form And Info And Materials | NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACHIEVE MINNEAPOLIS | ||||||||
| 111 THIRD AVE SO SUITE 5 | MINNEAPOLIS | MN | 55401 | N/A | NO | ARTS AND ACADEMIC ACHIEVEMENT PROGRAM | $2,000 | |
| COFFEE HOUSE PRESS | ||||||||
| 79 13TH AVE SO SUITE 110 | MINNEAPOLIS | MN | 55413 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| GRAYWOLF PRESS | ||||||||
| 250 THIRD AVE N SUITE 600 | MINNEAPOLIS | MN | 55401 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| GUTHRIE THEATER FOUNDATION | ||||||||
| 818 S 2ND ST | MINNEAPOLIS | MN | 55415 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $2,500 | |
| INSTITUTE FOR AGRICULTURE AND TRADE POLICY | ||||||||
| 2105 1ST AVE S | MINNEAPOLIS | MN | 55404 | N/A | NO | 25TH ANNIVERSARY | $1,000 | |
| MILKWEED EDITIONS | ||||||||
| 1011 WASHINGTON AVE SO | MINNEAPOLIS | MN | 55411 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| MINNESOTA CENTER FOR BOOK ARTS | ||||||||
| 1011 WASHINGTON AVE S SUITE 100 | MINNEAPOLIS | MN | 55415 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,500 | |
| PAGE EDUCATION FOUNDATION | ||||||||
| PO BOX 581254 | MINNEAPOLIS | MN | 55458 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $500 | |
| PENUMBRA THEATER | ||||||||
| 270 KENT STREET | ST PAUL | MN | 55102 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA AND SOUTH DAKOTA | ||||||||
| 1200 LAGOON AVE | MINNEAPOLIS | MN | 55408 | N/A | NO | SUPPORT FOR THE ANNUAL FUND | $500 | |
| PLANNED PARENTHOOD | ||||||||
| 1200 LAGOON AVE | MINNEAPOLIS | MN | 55408 | N/A | NO | CAMPAIGN TO CREATE A TWIN CITIES PLANNED PARENTHOOD CENTER | $5,000 | |
| PLYMOUTH CONGREGATIONAL CHURCH | ||||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $3,000 | |
| PLYMOUTH CONGREGATIONAL CHURCH | ||||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | NO | LITERACY WITNESSES PROGRAM | $500 | |
| PROJECT SUCCESS | ||||||||
| ONE GROVELAND TERRACE SUITE 300 | MINNEAPOLIS | MN | 55403 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $500 | |
| RED DRAGONFLY PRESS | ||||||||
| 307 OXFORD ST | NORTHFIELD | MN | 55057 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| THE ANDERSON CENTER | ||||||||
| PO BOX 406 | RED WING | MN | 55066 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $2,000 | |
| THE ANDERSON CENTER | ||||||||
| PO BOX 406 | RED WING | MN | 55066 | N/A | NO | PAYMENT TOWARDS PLEDGE | $5,000 | |
| THE CIRCLE | ||||||||
| PO BOX 6026 | MINNEAPOLIS | MN | 55406 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| THE LOFT LITERARY CENTER | ||||||||
| 1011 WASHINGTON AVE S SUITE 200 | MINNEAPOLIS | MN | 55415 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $5,000 | |
| WATCH | ||||||||
| 608 2ND AVE SO NORTHSTAR EAST SUITE | MINNEAPOLIS | MN | 55402 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $15,500 | 465 |
| WELLSTONE ACTION FUND | ||||||||
| 2446 UNIVERSITY AVE W SUITE 170 | ST PAUL | MN | 55114 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| WILL STEGER FOUNDATION | ||||||||
| 2801 21ST AVE SO SUITE 127 | MINNEAPOLIS | MN | 55407 | N/A | NO | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 | |
| CHOATE ROSEMARY HALL FOUNDATION | ||||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | N/A | NO | TO FUND GENERAL CHARITABLE OPERATIONS | $500 | |
| SPRINGBOARD FOR THE ARTS | ||||||||
| 308 PRINCE ST SUITE 270 | ST PAUL | MN | 551011437 | N/A | NO | SUPPORT FOR HOLY COW! PRESS | $2,000 | |
| MINNESOTA MUSEUM OF AMERICAN ART | ||||||||
| 408 ST PETER STREET SUITE 419 | ST PAUL | MN | 55102 | N/A | NO | TO SUPPORT GENERAL CHARITABLE OPERATIONS | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 57500 | 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 | $108 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,121 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $207,313 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $222,542 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 222542 | 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 | $1,731 | Amount |
| Net Investment Income | 866 | NetInvestmentIncome |
| Disbursements Charitable Prps | 865 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SPDR TR S&P 500 ETF TRUST | 648166 | 628378 |
| VANGUARD MSCI US SM CAP GROWTH | 465961 | 447470 |
| VANGUARD MID CAP GRWTH INDEX INTL US | 453363 | 431665 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| AGENCY FEES | 9450 | 4725 | 4725 |
| BANK FEE | 24 | 12 | 12 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER FEES | Category |
| Amount | $4,950 | Amount |
| Net Investment Income | 2475 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2475 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED EXCISE TAX | Category |
| Amount | $1,090 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments