PHILANTHROFUND FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PHILANTHROFUND FOUNDATION (EIN 36-3567019)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-23
- IRS object ID
- 201220839349300407
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-23T10:48:17-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLSEN THIELEN & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2675 LONG LAKE ROAD | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363567019 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILANTHROFUND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHIL | NameControl |
| Phone | 6128701806 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1409 WILLOW STREET NO 109 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LUPE CASTILLO | Name |
| Title | BOARD PRESIDENT | Title |
| Phone | 6128701806 | Phone |
| Date Signed | 2012-03-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA M NELSON | Name |
| Phone | 6514834521 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | LUPE CASTILLO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1409 WILLOW STREET NO 109 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1537090 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | PFUNDONLINE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | A VITAL RESOURCE & COMMUNITY BUILDER FOR LGBT & ALLIED COMMUNITIES IN THE UPPER MIDWEST | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 383882 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 804308 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3490 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5015 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 85385 | InvestmentIncomePriorYear |
| Investment Income Current Year | 53898 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8379 | OtherRevenuePriorYear |
| Other Revenue Current Year | -15687 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 481136 | TotalRevenuePriorYear |
| Total Revenue Current Year | 847534 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 158329 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 167384 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 240895 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 208559 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 63262 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 103894 | OtherExpensePriorYear |
| Other Expenses Current Year | 198435 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 503118 | TotalExpensesPriorYear |
| Total Expenses Current Year | 574378 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -21982 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 273156 | RevenuesLessExpensesCY |
| Total Assets BOY | 975392 | TotalAssetsBOY |
| Total Assets EOY | 1322415 | TotalAssetsEOY |
| Total Liabilities BOY | 138454 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 119748 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 836938 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1202667 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PHILANTHROFUND FOUNDATION IS A VITAL RESOURCE AND COMMUNITY BUILDER FOR LESBIAN, GAY, BISEXUAL, TRANSGENDER, AND ALLIED COMMUNITIES BY PROVIDING GRANTS AND SCHOLARSHIPS, DEVELOPING LEADERS, AND INSPIRING GIVING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 476416 | Expense |
| Grants | 167384 | Grants |
| Revenue | 5015 | Revenue |
| Description | IN FISCAL YEAR 2011 PFUND FOUNDATION WORKED TOWARD ACHIEVING ITS MISSION VISION THROUGH THE FOLLOWING ACCOMPLISHMENTS. PFUND AWARDED GRANTS IN THE AMOUNT OF $97,000 TO 16 LESBIAN, GAY, BISEXUAL, TRANSGENDER NONPROFITS AND PROGRAMS IN MINNESOTA, IOWA, NORTH DAKOTA, SOUTH DAKOTA AND WISCONSIN. PFUND GRANT RECIPIENTS ARE DOING IMPORTANT WORK LIKE TRAINING HIGH SCHOOL AND COLLEGE FACULTY AND STAFF, EDUCATING AND MOBILIZING VOTERS, DEVELOPING YOUNG LEADERS, HOSTING SKILLS BUILDING CONFERENCES AND DEVELOPING THEATRICAL PRODUCTIONS. PFUND AWARDED EDUCATIONAL SCHOLARSHIPS TO 18 OUTSTANDING LGBT AND ALLIED STUDENT LEADERS IN THE AMOUNT OF $50,500. THESE YOUNG LEADERS ARE ACTIVE IN THEIR COMMUNITIES LEADING STUDENT CLUBS, EXCELLING IN THE PERFORMING ARTS AND EDUCATING THEIR PEERS ABOUT LGBT COMMUNITIES. ADDITIONALLY, THIS YEAR PFUND WAS PROUD TO HOLD THE FIRST UPPER MIDWEST REGIONAL CONVENING OF LGBT ORGANIZATIONS AND LEADERS TO SHARE STORIES AND STRATEGIES TOWARDS STRENGTHENING LGBT COMMUNITIES. PFUND ALSO RELEASED A SECOND RESEARCH REPORT AS PART OF ITS COMMITMENT TO LGBT AGING CALLED "TRAINING TO SERVE," WHICH FOCUSES ON THE AGING SERVICES SYSTEM AND RECOMMENDATIONS FOR MAKING IT MORE LGBT COMPETENT. PFUND ALSO LAUNCHED A NEW ANNUAL RECOGNITION AWARD CALLED "POWER OF PHILANTHROPY" WHICH FOCUSES ON HONORING AN INDIVIDUAL IN THE REGION WHO INSPIRES GIVING TO AND ON BEHALF OF LGBT COMMUNITIES. PFUND WAS ALSO PROUD TO OFFER HANDS ON ASSISTANCE TO OUR GRANTEES AND APPLICANTS. THROUGH COACHING WE WORKED WITH APPLICANTS TO ARTICULATE PROGRAM GOALS AND OUTCOMES TO HAVE GREATER IMPACT. PFUND ALSO LAUNCHED THE "YOU'RE NOT ALONE" VIDEO PROJECT, BUILDING ON THE SUCCESS OF THE "IT GETS BETTER" PROJECT PROFILING LOCAL LEADERS SHARING LIFE STORIES AND ANTI-BULLYING MESSAGES. | Description |
| Total Program Service Expense | 476416 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6128701806 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1409 WILLOW STREET 109 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LUPE CASTILLO | ||||||
| BOARD CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| RODERIC SOUTHALL | ||||||
| VP GOVERNANCE | 1.00 | X | X | 0 | 0 | 0 |
| DIANE NAPPER | ||||||
| VP COMMUNICATIONS | 1.00 | X | X | 0 | 0 | 0 |
| JARON ROERING | ||||||
| TREASURER, VP FINANCE | 1.00 | X | X | 0 | 0 | 0 |
| BILL BURLESON | ||||||
| VP PROGRAMS | 1.00 | X | X | 0 | 0 | 0 |
| BILL VENNE | ||||||
| VICE CHAIR, SEC.,VP DEVELOPMENT | 1.00 | X | X | 0 | 0 | 0 |
| SHANE SWANSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN BUBUL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ALICIA CORDES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JASON HOWARD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LORRIE JANATOPOULOS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DALE JOHNSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANNA MIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAWN LADASSOR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ALEX JACKSON NELSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DEB WILLIAMS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KAYVA YANG | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KATE EUBANK 1111-63011 | ||||||
| EXECUTIVE DIRECTOR | 30.00 | X | 0 | 0 | 0 | |
| SUSAN RAFFO 1111-63011 | ||||||
| EXECUTIVE DIRECTOR | 30.00 | X | 0 | 0 | 0 | |
| GREG GRINLEY 1110-83110 | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 51550 | 0 | 8059 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 51550 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 8059 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 40228 | FundraisingEvents |
| All Other Contributions | 764080 | AllOtherContributions |
| Noncash Contributions | 39963 | NoncashContributions |
| Total Contributions | 804308 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCHLRSHP,OTHER MGMT FE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5015 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5015 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5015 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35003 | TotalRevenueColumn |
| Exclusion | $35,003 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 656825 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 637930 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18895 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18895 | TotalRevenueColumn |
| Exclusion | $18,895 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 35939 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 40228 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 51626 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -15687 | TotalRevenueColumn |
| Exclusion | -$15,687 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 847534 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5015 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $38,211 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116884 | Total |
| Program Services | 116884 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50500 | Total |
| Program Services | 50500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63916 | Total |
| Program Services | 43008 | ProgramServices |
| Management And General | 8330 | ManagementAndGeneral |
| Fundraising | 12578 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116546 | Total |
| Program Services | 77851 | ProgramServices |
| Management And General | 15908 | ManagementAndGeneral |
| Fundraising | 22787 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13716 | Total |
| Program Services | 9776 | ProgramServices |
| Management And General | 1098 | ManagementAndGeneral |
| Fundraising | 2842 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14381 | Total |
| Program Services | 9557 | ProgramServices |
| Management And General | 1992 | ManagementAndGeneral |
| Fundraising | 2832 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4806 | Total |
| Program Services | 3511 | ProgramServices |
| Management And General | 505 | ManagementAndGeneral |
| Fundraising | 790 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20630 | Total |
| Program Services | 16201 | ProgramServices |
| Management And General | 1728 | ManagementAndGeneral |
| Fundraising | 2701 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3366 | Total |
| Program Services | 3366 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28101 | Total |
| Program Services | 16495 | ProgramServices |
| Management And General | 735 | ManagementAndGeneral |
| Fundraising | 10871 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4867 | Total |
| Program Services | 3720 | ProgramServices |
| Management And General | 459 | ManagementAndGeneral |
| Fundraising | 688 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17325 | Total |
| Program Services | 11646 | ProgramServices |
| Management And General | 2270 | ManagementAndGeneral |
| Fundraising | 3409 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2603 | Total |
| Program Services | 2240 | ProgramServices |
| Management And General | 98 | ManagementAndGeneral |
| Fundraising | 265 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5222 | Total |
| Program Services | 3959 | ProgramServices |
| Management And General | 365 | ManagementAndGeneral |
| Fundraising | 898 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2351 | Total |
| Program Services | 1580 | ProgramServices |
| Management And General | 308 | ManagementAndGeneral |
| Fundraising | 463 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1984 | Total |
| Program Services | 1334 | ProgramServices |
| Management And General | 260 | ManagementAndGeneral |
| Fundraising | 390 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM EXPENSE | 98541 | 98541 | ||
| MISCELLANEOUS | 4772 | 2900 | 436 | 1436 |
| VOLUNTEER EXPENSE | 1962 | 1442 | 208 | 312 |
| DUES & SUBSCRIPTIONS | 1905 | 1905 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 574378 | Total |
| Program Services | 476416 | ProgramServices |
| Management And General | 34700 | ManagementAndGeneral |
| Fundraising | 63262 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16899 | BOY |
| EOY | 14635 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89518 | BOY |
| EOY | 359370 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9166 | BOY |
| EOY | 9530 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4526 | BOY |
| EOY | 7085 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26463 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24348 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4466 | BOY |
| EOY | 2115 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 850817 | BOY |
| EOY | 929680 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 975392 | BOY |
| EOY | 1322415 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23430 | BOY |
| EOY | 11652 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28688 | BOY |
| EOY | 8000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86336 | BOY |
| EOY | 100096 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138454 | BOY |
| EOY | 119748 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -82831 | BOY |
| EOY | -7246 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55110 | BOY |
| EOY | 334551 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 864659 | BOY |
| EOY | 875362 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 836938 | BOY |
| EOY | 1202667 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 975392 | BOY |
| EOY | 1322415 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 273156 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 92573 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 559118 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 451210 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 343598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 383882 | CurrentTaxYearMinus1Year |
| Current Tax Year | 804308 | CurrentTaxYear |
| Total | 2542116 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 559118 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 451210 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 343598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 383882 | CurrentTaxYearMinus1Year |
| Current Tax Year | 804308 | CurrentTaxYear |
| Total | 2542116 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 2542116 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24494 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36230 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 51669 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46263 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35003 | CurrentTaxYear |
| Total | 193659 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2735775 | TotalSupport |
| Gross Receipts From Admissions Etc | 157991 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.92920 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.91820 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 713807 | BeginningOfYearBalance |
| Contributions | 14682 | Contributions |
| Investment Earnings Or Losses | 118583 | InvestmentEarningsOrLosses |
| Other Expenditures | 48058 | OtherExpenditures |
| End Of Year Balance | 799014 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 672102 | BeginningOfYearBalance |
| Contributions | 18813 | Contributions |
| Investment Earnings Or Losses | 71780 | InvestmentEarningsOrLosses |
| Other Expenditures | 48888 | OtherExpenditures |
| End Of Year Balance | 713807 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 850241 | BeginningOfYearBalance |
| Contributions | 14170 | Contributions |
| Investment Earnings Or Losses | -145715 | InvestmentEarningsOrLosses |
| Other Expenditures | 46594 | OtherExpenditures |
| End Of Year Balance | 672102 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26463 | OtherCostOrOtherBasis |
| Depreciation | 24348 | Depreciation |
| Book Value | 2115 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2115 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUNDS HELD FOR QUATREFOIL LIBRARY | Description |
| Amount | $100,096 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 100096 | TotalOfAmounts |
| Total Revenue | 847534 | TotalRevenue |
| Total Expenses | 574378 | TotalExpenses |
| Excess Or Deficit For Year | 273156 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 92573 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 92573 | TotalAdjustments |
| Excess Or Deficit Per FS | 365729 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 940332 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 92573 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 225 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 92798 | RevenueNotRptdF990 |
| Revenue Subtotal | 847534 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 847534 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 574603 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 225 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 225 | ExpensesNotRptdF990 |
| Expenses Subtotal | 574378 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 574378 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED. THE ORGANIZATION IS ALSO EXEMPT FROM MINNESOTA INCOME TAXES. THE ORGANIZATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE ORGANIZATION HAS IDENTIFIED NO SIGNIFICANT INCOME TAX UNCERTAINTIES. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS ARE OPEN TO EXAMINATION FOR TAX YEARS 2008 THROUGH 2010. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CABARET | NameOfEvent1 |
| Gross Receipts Event1 | 76167 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 40228 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 35939 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 9803 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 6968 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 20236 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 6590 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 8029 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 76167 | GrossReceiptsTotal |
| Charitable Contributions Total | 40228 | CharitableContributionsTotal |
| Gross Revenue Total Events | 35939 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 9803 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 6968 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 20236 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 6590 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 8029 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 51626 | DirectExpenseSummaryEvents |
| Net Income Summary | -15687 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| PROJECT 515 EDUCATION CAMPAIGN | |||||||
| PO BOX 50143 | MINNEAPOLIS | MN | 55405 | 203468924 | 501(C)(3) | 10174 | EDUCATION-EQUAL RIGHTS FOR SAME-SEX COUPLES AND FAMILIES |
| SHADES OF YELLOW | |||||||
| 379 UNIVERSITY AVENUE W 204 | ST PAUL | MN | 55103 | 262854132 | 501(C)(3) | 10000 | EDUCATION/SUPPORT FOR HMONG GLBT EQUALITY |
| LUTHERAN SOCIAL SERVICE - TOGETHER FOR YOUTH | |||||||
| 424 W SUPERIOR ST SUITE 204 | DULUTH | MN | 55802 | 410872993 | 501(C)(3) | 7500 | EDUCATION/SUPPORT FOR GLBT YOUTH |
| RAINBOW RUMPUS | |||||||
| PO BOX 6881 | MINNEAPOLIS | MN | 55406 | 861139520 | 501(C)(3) | 8000 | GENERAL SUPPORT GRANT-GLBT WEBSITE AND PUBLICATION |
| TEATRO DEL PUEBLO | |||||||
| 209 W PAGE STREET SUITE 208 | ST PAUL | MN | 55107 | 411739320 | 501(C)(3) | 7000 | EDUCATION/SUPPORT GRANT FOR LATINO GLBT EQUALITY |
| SPRINGBOARD FOR THE ARTS | |||||||
| 2751 HENNEPIN AVE S SUITE 237 | MINNEAPOLIS | MN | 55409 | 411690483 | 501(C)(3) | 7500 | GENERAL SUPPORT GRANT-GLBT PROGRAMS |
| EQUALITY SOUTH DAKOTA | |||||||
| PO BOX 2854 | SIOUX FALLS | SD | 57101 | 352302895 | 501(C)(4) | 8000 | GENERAL GRANT FOR SUPPORT OF GLBT SOUTH DAKOTANS & THEIR FAMILIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATIONAL SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 18 | NumberOfRecipients |
| Amount Of Cash Grant | 50500 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE SCHOLARSHIP CHECK IS MADE PAYABLE TO THE INDIVIDIUAL AND THE ACCREDITIED UNIVERSITY. THE GRANT CHECK IS MADE PAYABLE TO AN ACCREDITED 501C3 OR C4 ORGANIZATION. ALL GRANTEES AND SCHOLARSHIP WINNERS SUBMIT APPLICATIONS OUTLINING HOW THEIR QUALIFICATIONS MATCH PFUND'S CHARITABLE MISSION. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 29276 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PUBLISHED STOCK QUOTE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 30 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10687 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EST VALUE/DONOR | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TREASURER AND FINANCE COMMITTEE REVIEW THE COMPLETED 990. THE EXECUTIVE COMMITTEE IS EMPOWERED TO REVIEW THE 990 IF THE FINANCE COMMITTEE CANNOT DUE TO TIMING IN REGARDS TO FILING DATE. THE BOARD CHAIR AND THE EXECUTIVE DIRECTOR OR OTHER DESIGNATED SIGNATORIES SIGN THE 990. THE 990 FORM IS THEN CIRCULATED ELECTRONICALLY TO THE FULL BOARD PRIOR TO FILING | |
| EACH PFUND DIRECTOR AND STAFF MEMBER SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE PFUND PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. DETAILED PROCEDURES FOR MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY ARE IN THE WRITTEN POLICY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| PFUND FOUNDATION CONDUCTS PERFORMANCE REVIEWS ANNUALLY. A PERFORMANCE REVIEW DOES NOT NECESSARILY IMPLY AN INCREASE IN PAY. PFUND FOUNDATION IS COMMITTED IN PRINCIPLE TO PAYING MARKET WAGES INSOFAR AS POSSIBLE. DUE TO THE SIZE AND NON-PROFIT STATUS OF THE ORGANIZATION, THIS MAY NOT ALWAYS BE POSSIBLE. IN COMPENSATING EMPLOYEES, PFUND WILL CONSIDER THE FOLLOWING: 1. THE EMPLOYEE'S RELEVANT EDUCATION AND EXPERIENCE; 2. THE EMPLOYEE'S ON-THE-JOB PERFORMANCE; 3. THE COMPENSATION OF OTHER EMPLOYEES WITH SIMILAR QUALIFICATIONS; 4. THE COMPENSATION PAID BY OTHER ORGANIZATIONS TO EMPLOYEES WITH THE SAME POSITION AND SIMILAR QUALIFICATIONS; 5. THE EMPLOYEE'S OVERALL CONTRIBUTION TO THE ORGANIZATION; AND 6. PFUND FOUNDATION'S ABILITY TO PAY. COMPENSATION AND BENEFIT REVIEWS HAPPEN ANNUALLY. THE EXECUTIVE DIRECTOR SHALL HAVE SOLE DISCRETION IN DETERMINING EMPLOYEE COMPENSATION. THE EXECUTIVE DIRECTOR'S SALARY AND BENEFITS ARE DETERMINED BY THE BOARD PRESIDENT. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION'S AUDIT REPORT IS ALSO POSTED ON THE FOUNDATION'S WEBSITE, WWW.PFUNDONLINE.ORG. | FORM 990, PART VI, SECTION C, LINE 19 | |
| RESTRICTED CONTRIBUTION RECEIVED | DONATIONS IN THE CURRENT YEAR INCLUDED A ONE-TIME GRANT THAT IS RESTRICTED FOR EXPENSES TO BE INCURRED IN A FUTURE YEAR. | FORM 990, PART VIII, LINE 1F |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 92,573. | FORM 990, PART XI, LINE 5: |
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