WATTS FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WATTS FAMILY FOUNDATION (EIN 71-0882769)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201231329349101203
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T10:40:01-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411489071 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SCHAFER AND ASSOC LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH BROADWAY SUITE 102 | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55904 | 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 | 710882769 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATTS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WATT | NameControl |
| Phone | 5072859877 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3641 44TH AVE NW | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN WATTS | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 5072859877 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE CHRISTOPHERSON | Name |
| PTIN | P00432826 | PTIN |
| Phone | 5072883277 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 632944 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 15000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1020 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1020 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14269 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14269 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8242 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 23573 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8242 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 38531 | TotalRevenueAndExpenses |
| Total Net Investment Income | 23531 | 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 | 850 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 850 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6412 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6412 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 295 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 295 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 25 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7582 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7582 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35070 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35070 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 42652 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7582 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 35070 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4121 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15949 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 13115 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12171 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12171 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 1007 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 588 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 588 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 646690 | InvestmentsOtherBOY |
| Investments Other EOY | 620185 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 620185 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 660812 | TotalAssetsBOY |
| Total Assets EOY | 632944 | TotalAssetsEOY |
| Total Assets EOYFMV | 632944 | 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 | 660812 | RetainedEarningsBOY |
| Retained Earnings EOY | 632944 | RetainedEarningsEOY |
| Total Net Assets BOY | 660812 | TotalNetAssetsBOY |
| Total Net Assets EOY | 632944 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 660812 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 632944 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 660812 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4121 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 656691 | Subtotal |
| Other Decreases | 23747 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 632944 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BUFFALO SMALL CAP FUND | P | 2003-04-25 | 2011-08-05 | 12000 | 10966 | 1034 | 1034 |
| MSIF TRUST MID CAP GROWTH FUND | P | 2004-11-24 | 2011-08-05 | 7982 | 4365 | 3617 | 3617 |
| CAPITAL GAINS DIVIDENDS | P | 3591 | 3591 | 3591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8242 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 33230 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 620508 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053553 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 32220 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 540127 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059653 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 35000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 570605 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061338 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 36240 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 679031 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053370 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 39370 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 650921 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.060484 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.288398 | TotalDistributionRatio |
| Average Distribution Ratio | 0.057680 | AverageDistributionRatio |
| Net Noncharitable Assets | 637176 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 36752 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 159 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 36911 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 35070 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 319 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 319 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 319 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 588 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 588 | TotalCreditsAndPayments |
| Overpayment | 269 | Overpayment |
| Amount Credited To Next Year | 269 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | MN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE WATTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5072859877 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3641 44TH AVE NW | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55901 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ALLAN WATTS | ||||||||
| 3641 44TH AVE NW | ROCHESTER | MN | 55901 | VICE PRESIDENT | 10.00 | 0 | 0 | 0 |
| JULIE WATTS | ||||||||
| 3641 44TH AVE NW | ROCHESTER | MN | 55901 | PRESIDENT | 10.00 | 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 | 633438 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12643 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 798 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 646879 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 646879 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9703 | CashDeemedCharitable |
| Net Noncharitable Assets | 637176 | NetNoncharitableAssets |
| Minimum Investment Return | 31859 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 31859 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 319 | TaxBasedOnInvestmentIncome |
| Total Tax | 319 | TotalTax |
| Distributable Amount Before Adj | 31540 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 31540 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 31540 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 35070 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 35070 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 35070 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 31540 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7652 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3586 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6590 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 5407 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2404 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 25639 | TotalExcessDistriCarryover |
| Qualifying Distributions | 35070 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31540 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3530 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 29169 | 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 | 7652 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 21517 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3586 | ExcessFromYear4 |
| Excess From Year3 | 6590 | ExcessFromYear3 |
| Excess From Year2 | 5407 | ExcessFromYear2 |
| Excess From Year1 | 2404 | ExcessFromYear1 |
| Excess From Current Year | 3530 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALLAN WATTS | ContributingManager |
| Contributing Manager | JULIE WATTS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ABILITY BUILDING CENTER | |||||||
| 1911 14TH ST NW | ROCHESTER | MN | 55901 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| AMERICAN HELPER | |||||||
| 13565 HENNA AVE | APPLE VALLEY | MN | 55124 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $900 |
| ARC | |||||||
| 903 W CENTER ST | ROCHESTER | MN | 55902 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $7,410 |
| CHRIST COMMUNITY CHURCH | |||||||
| 4400 55TH ST NW | ROCHESTER | MN | 55901 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,650 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $12,000 |
| FOCUS ON THE FAMILY | |||||||
| STREET ADDRESS NOT REQUIRED | COLORADO SPRINGS | CO | 80995 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,200 |
| MISSION OF MERCY | |||||||
| 15475 GLENEAGLE DR | COLORADO SPRINGS | CO | 80921 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $660 |
| PIONEERS | |||||||
| 1023 WILLIAM CAREY DR | ORLANDO | FL | 32832 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| ROCHESTER COMMUNITY & TECHINCAL COLLEGE | |||||||
| 851 30TH AVE SE | ROCHESTER | MN | 55904 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $350 |
| SOUTHWEST COMMUNITY CHURCH | |||||||
| 77701 FRED WARING DR | INDIAN WELLS | CA | 92210 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35070 | 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 | $1,020 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,269 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,242 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $23,531 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 23531 | 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 | ALLAN JULIE WATTS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3641 44TH AVE NW | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 15000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | Category |
| Amount | $850 | Amount |
| Net Investment Income | 850 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 620185 | BookValue |
| EOYFMV | 620185 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED DECREASE IN FMV OF ASSETS | Description |
| Amount | $23,747 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MINNESOTA FILING FEE | Description |
| Revenue And Expenses Per Books | 25 | RevenueAndExpensesPerBooks |
| Net Investment Income | 25 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | Category |
| Amount | $6,412 | Amount |
| Net Investment Income | 6412 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ALLAN JULIE WATTS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3641 44TH AVE NW | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55901 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $96 | 96 | 0 |
| 2011 FEDERAL TAX PAID | $199 | 199 | 0 |
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