IMPACT FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- IMPACT FOUNDATION (EIN 41-1901660)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201223209349101702
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T14:48:02-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411504933 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON ADVISORS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 NORTHLAND CIRCLE SUITE 123 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55428 | 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 | 411901660 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMPACT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IMPA | NameControl |
| Phone | 7636890349 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1870 2ND AVE SE NO 150 | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MN | State |
| ZIP Code | 55008 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT EASTLUND | Name |
| Title | PRESIDENT | Title |
| Phone | 7636890349 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROB YOUNKERS | Name |
| PTIN | P00323958 | PTIN |
| Phone | 7635358150 | Phone |
| Date Prepared | 2012-11-12 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 175454 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 40000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 2990 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2990 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 2990 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -241 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 20000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 42749 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2990 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2990 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1448 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2313 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3767 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 36000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 36000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 39767 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 36000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2982 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2990 | NetInvestmentIncome |
| Adjusted Net Income | 2990 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 37063 | CashBOY |
| Cash EOY | 17297 | CashEOY |
| Cash EOYFMV | 17297 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 538 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 505 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 505 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 80000 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 40000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 80000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 80000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 46437 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 26202 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 26202 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 23901 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 23901 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 23901 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 51450 | InvestmentsLandEtcEOYFMV |
| Total Assets BOY | 147939 | TotalAssetsBOY |
| Total Assets EOY | 147905 | TotalAssetsEOY |
| Total Assets EOYFMV | 175454 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 147939 | RetainedEarningsBOY |
| Retained Earnings EOY | 147905 | RetainedEarningsEOY |
| Total Net Assets BOY | 147939 | TotalNetAssetsBOY |
| Total Net Assets EOY | 147905 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 147939 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 147905 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 147939 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2982 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 150921 | Subtotal |
| Other Decreases | 3016 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 147905 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| FRANKLIN INCOME FUND | 2010-12-31 | 2011-08-16 | 5000 | 5072 | -72 | -72 |
| INCOME FUND OF AMERICA | 2010-12-31 | 2011-08-16 | 10000 | 10314 | -314 | -314 |
| CAPITAL WORLD GROWTH FUND | 2010-12-31 | 2011-08-16 | 5000 | 4855 | 145 | 145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -241 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -241 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 57752 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 158011 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.365494 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 50000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 633236 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.078960 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 54500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 664649 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.081998 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 52000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 691749 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.075172 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 57906 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 231174 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.250487 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.852111 | TotalDistributionRatio |
| Average Distribution Ratio | 0.170422 | AverageDistributionRatio |
| Net Noncharitable Assets | 110534 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 18837 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 30 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 18867 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 36000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 30 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 30 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 30 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 30 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARK ANDERSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7636890349 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 ENTERPRISE AVE NE | AddressLine1 |
| City | ISANTI | City |
| State | MN | State |
| ZIP Code | 55040 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT EASTLUND | ||||||||
| 2123 - 305TH AVE NE | ISANTI | MN | 55040 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| MARK ANDERSON | ||||||||
| 1613 LAKE JOHANNA BLVD | ARDEN HILLS | MN | 55112 | SECRETARY | 0.00 | 0 | 0 | 0 |
| TIMOTHY JOHNSON | ||||||||
| 524 - 10TH AVE SW | ST PAUL | MN | 55112 | TREASURER | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 40213 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20464 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 51540 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 112217 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 112217 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1683 | CashDeemedCharitable |
| Net Noncharitable Assets | 110534 | NetNoncharitableAssets |
| Minimum Investment Return | 5527 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5527 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 30 | TaxBasedOnInvestmentIncome |
| Total Tax | 30 | TotalTax |
| Distributable Amount Before Adj | 5497 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5497 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5497 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 36000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 36000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 30 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 35970 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5497 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 46535 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 19165 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 21405 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 18448 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 49947 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 155500 | TotalExcessDistriCarryover |
| Qualifying Distributions | 36000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5497 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 30503 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 186003 | 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 | 46535 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 139468 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 19165 | ExcessFromYear4 |
| Excess From Year3 | 21405 | ExcessFromYear3 |
| Excess From Year2 | 18448 | ExcessFromYear2 |
| Excess From Year1 | 49947 | ExcessFromYear1 |
| Excess From Current Year | 30503 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | TIMOTHY JOHNSON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GARFIELD ST | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MN | State |
| ZIP Code | 55008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7636894605 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT A BRIEF RESUME OF ACADEMIC QUALIFICATIONS. FOR RESEARCH GRANTS, INCLUDE AN OUTLINE OF THE PROPOSED INVESTIGATION ALONG WITH A PROPOSED BUDGET. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| MINNESOTA FAMILY INSTITUTE | |||||
| 2855 ANTHONY LANE S SUITE 150 | MINNEAPOLIS | MN | 55418 | FAMILY RELIGIOUS MINISTRY | $9,000 |
| READ MINISTRIES | |||||
| 1001 HWY 95 E SUITE 169 | CAMBRIDGE | MN | 55008 | UKRAINE RELIGIOUS MINISTRY | $25,000 |
| YOUNG LIFE EAST CENTRAL MINNESOTA | |||||
| PO BOX 309 | CAMBRIDGE | MN | 55008 | LOCAL COMMUNITY RELIGIOUS MINISTRY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 36000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,990 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$241 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,749 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2749 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | GWJ SVJ CHARITABLE LEAD ANNUITY TRU | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 GARFIELD STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MN | State |
| ZIP Code | 55008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 40000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING FEES | Category |
| Amount | $1,448 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 26202 | EOYBookValue |
| EOYFMV | 26202 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $3,016 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 6 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | Category |
| Amount | $2,313 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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