RICHARD AND DIANE COHEN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD AND DIANE COHEN FAMILY FOUNDATION (EIN 41-1793403)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-15
- IRS object ID
- 201231709349100203
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-15T11:15:00-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410709514 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEHRMAN FLOM & CO PLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HIGHWAY 169 SOUTH SUITE 820 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554261204 | 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 | 411793403 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RICHARD AND DIANE COHEN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RICH | NameControl |
| Phone | 9525457170 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HIGHWAY 169 SOUTH SUITE 820 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55426 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD COHEN | Name |
| Title | TREASURER | Title |
| Phone | 9525457170 | Phone |
| Date Signed | 2012-06-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN EXLEY | Name |
| PTIN | P00156648 | PTIN |
| Phone | 9525465306 | 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 | 671116 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 8591 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8584 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 11582 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11555 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16929 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 205042 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16929 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 37102 | TotalRevenueAndExpenses |
| Total Net Investment Income | 37068 | 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 |
| Taxes Rev And Expnss | 446 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 446 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5876 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5876 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6322 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6322 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 68830 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 68830 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 75152 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6322 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 68830 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -38050 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 30746 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 28456 | CashBOY |
| Cash EOY | 51525 | CashEOY |
| Cash EOYFMV | 51525 | CashEOYFMV |
| Prepaid Expenses BOY | 440 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 320 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 320 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 136879 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 110514 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 147647 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 391627 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 356993 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 445468 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 26101 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 26101 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 26156 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 583503 | TotalAssetsBOY |
| Total Assets EOY | 545453 | TotalAssetsEOY |
| Total Assets EOYFMV | 671116 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 794164 | CapitalStockBOY |
| Capital Stock EOY | 794164 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -210661 | RetainedEarningsBOY |
| Retained Earnings EOY | -248711 | RetainedEarningsEOY |
| Total Net Assets BOY | 583503 | TotalNetAssetsBOY |
| Total Net Assets EOY | 545453 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 583503 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 545453 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 583503 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -38050 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 545453 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 545453 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT SCH - ST | 63590 | 58598 | 4992 | 4992 | |
| FIDELITY INVESTMENT SCH - LT | 141345 | 129515 | 11830 | 11830 | |
| CAPITAL GAINS DIVIDENDS | 107 | 107 | 107 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16929 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 615 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 615 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 615 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 320 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 320 | TotalCreditsAndPayments |
| Tax Due | 295 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | 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 | RICHARD COHEN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9525457170 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9803 ENCLAVE DRIVE | AddressLine1 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | 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 |
|---|---|---|---|---|---|---|---|---|
| DIANE COHEN | ||||||||
| 9803 ENCLAVE DRIVE | MINNETONKA | MN | 55305 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| RICHARD COHEN | ||||||||
| 9803 ENCLAVE DRIVE | MINNETONKA | MN | 55305 | TREASURER | 0.00 | 0 | 0 | 0 |
| NEIL SELL | ||||||||
| 3300 NORWEST CENTER | MINNEAPOLIS | MN | 55402 | SECRETARY | 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 | 644085 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 75151 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 719236 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 719236 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10789 | CashDeemedCharitable |
| Net Noncharitable Assets | 708447 | NetNoncharitableAssets |
| Minimum Investment Return | 35422 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 35422 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 615 | TaxBasedOnInvestmentIncome |
| Total Tax | 615 | TotalTax |
| Distributable Amount Before Adj | 34807 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 34807 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 34807 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 68830 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 68830 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 68830 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 34807 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 62014 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 29708 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 68756 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 44396 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 204874 | TotalExcessDistriCarryover |
| Qualifying Distributions | 68830 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 34807 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34023 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 238897 | 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 | 62014 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 176883 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 29708 | ExcessFromYear4 |
| Excess From Year2 | 68756 | ExcessFromYear2 |
| Excess From Year1 | 44396 | ExcessFromYear1 |
| Excess From Current Year | 34023 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE COHEN | ContributingManager |
| Contributing Manager | RICHARD COHEN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADATH JESHURN | |||||||
| 10500 WEST HILLSIDE LANE | MINNEAPOLIS | MN | 55305 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $1,000 |
| ALZHEIMERS ASSN | |||||||
| 4550 W 77TH ST SUITE 200 | MINNEAPOLIS | MN | 55435 | NONE | GENERAL | OPERATIONS | $4,067 |
| BETH EL SYNAGOGUE | |||||||
| 5224 W 26TH ST | ST LOUIS PARK | MN | 55416 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $18,300 |
| CHURCH OF ASCENSION | |||||||
| 972 PAYNE AVE | ST PAUL | MN | 55130 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $1,800 |
| HERZL CAMP | |||||||
| 7204 WEST 27TH STREET SUITE 226 | ST LOUIS PARK | MN | 55426 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $5,000 |
| JEWISH FAMILY & CHILD SERVICES | |||||||
| 13100 WAYZATA BLVD | HOPKINS | MN | 55305 | NONE | GENERAL | OPERATIONS | $1,000 |
| MINNEAPOLIS JEWISH FEDERATION | |||||||
| 13100 WAYZATA BLVD SUITE 200 | MINNETONKA | MN | 55305 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $25,660 |
| MS SOCIETY OF MN | |||||||
| 200 12TH AVE S | MINNEAPOLIS | MN | 55415 | NONE | GENERAL | OPERATIONS | $180 |
| PALM SPRINGS JEWISH FEDERATION | |||||||
| 255 E EL CIELO RD | PALM SPRINGS | CA | 92262 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $1,800 |
| TEMPLE ISRAEL | |||||||
| 2324 EMERSON AVE S | MINNEAPOLIS | MN | 55405 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $778 |
| RACE FOR THE CURE | |||||||
| 301 S AVENUE | MINNEAPOLIS | MN | 55425 | NONE | GENERAL | OPERATIONS | $360 |
| MN EVANS SCHOLARSHIP | |||||||
| 929 FIFTH ST SE | MINNEAPOLIS | MN | 55414 | NONE | EDUCATION | OPERATIONS | $300 |
| CHILDRENS CANCER RESEARCH FUND | |||||||
| 7301 OHMS LANE SUITE 460 | MINNEAPOLIS | MN | 55439 | NONE | GENERAL | OPERATIONS | $1,500 |
| GOLF FOR THE CURE | |||||||
| 301 S AVENUE | MINNEAPOLIS | MN | 55425 | NONE | GENERAL | OPERATIONS | $350 |
| PACER | |||||||
| 8161 NORMANDALE BLVD | BLOOMINGTON | MN | 55437 | NONE | GENERAL | OPERATIONS | $2,140 |
| MINNEAPOLIS MEDICAL RESEARCH FOUNDATION | |||||||
| 701 PARK AVE SUITE S6606 | MINNEAPOLIS | MN | 55415 | NONE | GENERAL | OPERATIONS | $1,075 |
| ARTSERVE | |||||||
| 2422 WASHINGTON ST NE | MINNEAPOLIS | MN | 55418 | NONE | GENERAL | OPERATIONS | $2,700 |
| DESMOND TUMOR RESEARCH | |||||||
| PO BOX 273 | SUFFERN | NY | 10901 | NONE | GENERAL | OPERATIONS | $1,800 |
| JCC | |||||||
| 2478 POND CIRCLE WEST | ST PAUL | MN | 55120 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $500 |
| MINNEAPOLIS INSTITUTE OF ARTS | |||||||
| 2400 THIRD AVE S | MINNEAPOLIS | MN | 55404 | NONE | GENERAL | OPERATIONS | $70 |
| HENNEPIN THEATRE TRUST | |||||||
| 615 HENNEPIN AVE SUITE 140 | MINNEAPOLIS | MN | 55403 | NONE | GENERAL | OPERATIONS | $250 |
| SECOND HARVEST | |||||||
| 1140 GERVAIS AVE | ST PAUL | MN | 55109 | NONE | GENERAL | OPERATIONS | -$1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 68830 | 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 | $8,591 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,582 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16,929 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $37,102 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 37102 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 26101 | EOYBookValue |
| EOYFMV | 26156 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCKS | NameOfStock |
| EOY Book Value | 356993 | EOYBookValue |
| EOYFMV | 445468 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 110514 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 147647 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 5876 | RevenueAndExpensesPerBooks |
| Net Investment Income | 5876 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MINNESOTA FEE | $25 | 25 | 0 |
| FOREIGN TAXES | $115 | 115 | 0 |
| EXCISE TAX | $306 | 306 | 0 |
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