ECOTRUST: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ECOTRUST (EIN 41-1735062)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-04
IRS object ID
202600639349100805
Schema version
2025v4.0
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

FieldValueIRS element (for citing)
Return2026-03-04T13:10:52-08:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411735062EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EcoTrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlECOTBusinessNameControlTxt
Phone6123742808PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 16570 5100 West 36th StAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55416ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPeter W VaughanPersonNm
Person TitlePresidentPersonTitleTxt
Phone6123742808PhoneNum
Signature2026-03-04SignatureDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,682,127FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,140,880ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$34InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$83,881DividendsRevAndExpnssAmt
Dividends Net Invst Incm$83,881DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$151,413NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$601,562GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,366CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$269OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$269OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,376,477TotalRevAndExpnssAmt
Total Net Invst Incm$85,550TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$25LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$25LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$219AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$219AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$116OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$116OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,935TaxesRevAndExpnssAmt
Taxes Net Invst Incm$898TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$271PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$271PrintingAndPubNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,566TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,529TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,029,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,029,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,031,716TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,529TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,029,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$344,761ExcessRevenueOverExpensesAmt
Net Investment Income$84,021NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$500CashBOYAmt
Cash EOY$500CashEOYAmt
Cash EOYFMV$500CashEOYFMVAmt
Sav And Temp Cash Invst BOY$106SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,869SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,869SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$255,500USGovernmentObligationsBOYAmt
US Government Obligations EOY$360,650USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$360,650USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,227,669CorporateStockBOYAmt
Corporate Stock EOY$2,446,701CorporateStockEOYAmt
Corporate Stock EOYFMV$4,306,108CorporateStockEOYFMVAmt
Total Assets BOY$2,483,775TotalAssetsBOYAmt
Total Assets EOY$2,822,720TotalAssetsEOYAmt
Total Assets EOYFMV$4,682,127TotalAssetsEOYFMVAmt
Other Liabilities BOY$1OtherLiabilitiesBOYAmt
Total Liabilities BOY$1TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,483,774CapitalStockBOYAmt
Capital Stock EOY$2,822,720CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,483,774TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,822,720TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,483,775TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,822,720TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,483,774TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$344,761ExcessRevenueOverExpensesAmt
Subtotal$2,828,535SubtotalAmt
Other Decreases$5,816OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,822,719TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,366CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,188NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,168InvestmentIncomeExciseTaxAmt
Subtotal$1,168SubtotalAmt
Tax Based On Investment Income$1,168TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$940EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$940TotalPaymentsAndCreditsAmt
Tax Due$228TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Peter W VaughanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6123742808PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 16570 5100 West 36th StreetAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554162618ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Peter W Vaughan
PO Box 16570MinneapolisMN554162618President10.00$0
Catherine K Anson
PO Box 16570MinneapolisMN554162618Director1.00$0
Angus M Vaughan
PO Box 16570MinneapolisMN554162618Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Cash grants to 59 charitable organizations that averaged $17,433 per organizationDescription1Txt
Expenses1$1,029,150Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,167,243AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,782AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,219,025TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,219,025AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,285CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,155,740NetVlNoncharitableAssetsAmt
Minimum Investment Return$207,787MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$207,787MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,168TaxBasedOnInvestmentIncomeAmt
Total Tax$1,168TotalTaxAmt
Distributable Before Adj$206,619DistributableBeforeAdjAmt
Distributable Before Ded$206,619DistributableBeforeDedAmt
Distributable As Adjusted$206,619DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,029,150ExpensesAndContributionsAmt
Qualifying Distributions$1,029,150QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$206,619DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$529,404ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$617,433ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$659,252ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$726,969ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$784,560ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,317,618TotalExcessDistributionCyovAmt
Qualifying Distributions$1,029,150QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$206,619AppliedToCurrentYearAmt
Remaining Distri From Corpus$822,531RemainingDistriFromCorpusAmt
Total Corpus$4,140,149TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$529,404ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,610,745ExcessDistriCyovToNextYrAmt
Excess From Year4$617,433ExcessFromYear4Amt
Excess From Year3$659,252ExcessFromYear3Amt
Excess From Year2$726,969ExcessFromYear2Amt
Excess From Year1$784,560ExcessFromYear1Amt
Excess From Current Year$822,531ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPeter W VaughanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
American Prairie
PO Box 908BozemanMT59771NonePCUnrestricted general operating support$10,000
Center for Biological Diversity
PO Box 710TucsonAZ85702NonePCUnrestricted general operating support$15,000
Center for Reproductive Rights
199 Water Street Floor 22New YorkNY10038NonePCUnrestricted general operating support$20,000
Charity Navigator
PO Box 4009HarlanIA51593NonePCUnrestricted general operating support$150
Conservation International
PO Box 418608BostonMA02241NonePCUnrestricted general operating support$20,000
Conservation Minnesota
PO Box 860916MinneapolisMN55486NonePCUnrestricted general operating support$5,000
DKT International
1001 Connecticut Ave NW Suite 800WashingtonDC20036NonePCUnrestricted general operating support$30,000
Earth Island Institute
2150 Allston WayBerkeleyCA94704NonePCTransition Earth Program support$3,000
Earthjustice
PO Box 96346WashingtonDC20077NonePCUnrestricted general operating support$15,000
Earthworks
1612 K St NW Suite 904WashingtonDC20006NonePCUnrestricted general operating support$15,000
Ecotrust
1140 SE 7th AvenuePortlandOR97214NonePCUnrestricted general operating support$2,500
EngenderHealth
PO Box 7247PhiladelphiaPA19170NonePCUnrestricted general operating support$35,000
Environmental Defense Fund
257 Park Avenue SouthNew YorkNY10010NonePCUnrestricted general operating support$30,000
Five Valleys Land Trust
120 Hickory Street Suite BMissoulaMT59801NonePCUnrestricted general operating support$1,000
Fresh Energy
408 St Peter StreetSt PaulMN55102NonePCUnrestricted general operating support$17,500
Friends of Boundary Waters Wilderness
2550 University Ave WestSt PaulMN55114NonePCUnrestricted general operating support$5,000
Friends of the Mississippi River
106 Water StreetSt PaulMN55107NonePCUnrestricted general operating support$2,500
Friends of Sax-Zims Bog
PO Box 3585DuluthMN55803NonePCLand purchase fund$500
Gathering Waters
211 South Paterson StMadisonWI53703NonePCUnrestricted general operating support$5,000
Greater Yellowstone Coalition
215 South Wallace AveBozemanMT59715NonePCUnrestricted general operating support$15,000
Guttmacher Institute
PO Box 905HartsdaleNY10530NonePCUnrestricted general operating support$17,500
Institute for Agriculture & Trade Policy
1700 2nd Street NE Suite 200MinneapolisMN55413NonePCUnrestricted general operating support$2,500
International Planned Parenthood Federat
PO Box 33787WashingtonDC20033NonePCGeneral operating support$115,000
Ipas
PO Box 9990Chapel HillNC27515NonePCUnrestricted general operating support$35,000
Kinnickinnic River Land Trust
PO Box 87River FallsWI54022NonePCUnrestricted general operating support$1,500
Land Trust Alliance
1250 H Street Suite 600WashingtonDC20005NonePCUnrestricted general operating support$2,500
Landmark Conservancy
500 East Main St Suite 307MenomonieWI54751NonePCUnrestricted general operating support$20,000
MN Center for Environmental Advocacy
1919 University Ave W Suite 515St PaulMN55104NonePCUnrestricted general operating support$25,000
Minnesota Land Trust
2356 University Ave W Suite 240St PaulMN55114NonePCUnrestricted general operating support$25,000
MN350 Alliance for Sustainability
4407 East Lake StreetMinneapolisMN55406NonePCUnrestricted general operating support$7,500
National Network of Abortion Funds
9450 SW Gemini DriveBeavertonOR97008NonePCUnrestricted general operating support$20,000
Natural Resources Defense Council
40 West 20th StNew YorkNY10011NonePCUnrestricted general operating support$25,000
Nature Conservancy
PO Box 1563MerrifieldVA22116NonePCUnrestricted general operating support of several chapters$30,000
PAI
1300 19th St NW Suite 200WashingtonDC20036NonePCUnrestricted general operating support$45,000
Pathfinder International
1015 15th St NW Suite 1100WashingtonDC20005NonePCUnrestricted general operating support$35,000
Cambridge Reproductive Health
1770 Massachusetts AvenueCambridgeMA02140NonePCDirected for Women Help Women program$20,000
Planned Parenthood Federation of America
123 William StNew YorkNY10038NonePCUnrestricted general operating support for several chapters$70,000
Population Connection
PO Box 97129WashingtonDC20090NonePCUnrestricted general operating support$5,000
Population Council
1 Dag Hammarskjold PlazaNew YorkNY10017NonePCUnrestricted general operating support$7,500
Population Institute
105 2nd Street NEWashingtonDC20002NonePCUnrestricted general operating support$4,000
Population Media Center
PO Box 2143South BurlingtonVT05403NonePCUnrestricted general operating support$40,000
Population Reference Bureau
1111 19th St NWWashingtonDC20036NonePCUnrestricted general operating support$1,500
Population Services International
PO Box 423700WashingtonDC20042NonePCUnrestricted general operating support$30,000
Sierra Club Foundation
2101 Webster StreetOaklandCA94612NonePCUnrestricted general operating support and clean energy program$26,500
Trust for Public Land
PO Box 96315WashingtonDC20090NonePCUnrestricted general operating support$2,500
Trust Women Foundation
PO Box 3222WichitaKS67201NonePCUnrestricted general operating support$25,000
Union of Concerned Scientists
PO Box 4123WoburnMA01888NonePCUnrestricted general operating support$7,500
Voyagers Conservancy
1400 Van Buren St NEMinneapolisMN55413NonePCUnrestricted general operating support$500
Women On Web International Foundation
NonePCUnrestricted general operating support$25,00018 King Street SETorontoToronto, OntarioCAM5C 1C4
Population Balance
PO Box 14175St PaulMN55114NonePCUnrestricted general operating support$5,000
Forest Trends
1203 19th Street NWWashingtonDC20036NonePCUnrestricted general operating support$5,000
Fos Feminista
125 Maiden LaneNew YorkNY10038NonePCUnrestricted general operating support$35,000
American Rivers
1101 14th Street NWWashingtonDC20005NonePCUnrestricted general operating support$2,500
Wellspring Health Access
PO Box 452LovelandCO80539NonePCUnrestricted general operating support$7,500
USA for UNFPA
666 Third AvenueNew YorkNY10017NonePCUnrestricted general operating support$30,000
Well Done Foundation
PO Box 10640BozemanMT59719NonePCUnrestricted general operating support$15,000
Earth Overshoot
PO Box 5460HanoverNH03755NonePCUnrestricted general operating support$3,000
Park County Open Lands
PO Box 266CodyWY82414NonePCUnrestricted general operating support$2,500
Pheasants Forever
1783 Buerkle CircleSt PaulMN55110NonePCUnrestricted general operating support$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,029,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$34RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$83,881RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$269RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$151,413RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$235,597RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$235,597TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndPayroll ContributionPayrollContributionIndNoncash ContributionNoncashContributionInd
V Wurtele Trust
1100 South 5th St Suite 420MinneapolisMN55402$750,000Yes (X)Yes (X)
Peter W Vaughan
21976 Sheridan Ave SoMinneapolisMN55405$238,635Yes (X)Yes (X)Yes (X)
Peter W Vaughan
31976 Sheridan Ave SoMinneapolisMN55405$152,245Yes (X)Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2580 shares of Microsoft Corp (MSFT) stock$238,6352025-02-11
32,500 shares of Target Corp (TGT) stock$152,2452025-08-25

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax prep softwareCategoryTxt
Amt$219Amt
Net Investment Income$219NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryMN Secretary of StateCategoryTxt
Legal Fees$25LegalFeesAmt
Net Investment Income$25NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (5 entries)

DescDescAmtAmt
MSFT: Decrease in adjusted cost basis$109
Rounding errors$2
TBLU: Dividend received in 26 put credited to 25$3,823
VNQ: Decrease in adjusted cost basis$1,231
WELL: Decrease in adjusted cost basis$651

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$269RevenueAndExpensesPerBooksAmt
Net Investment Income$269NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBank feesCategoryTxt
Amt$116Amt
Net Investment Income$116NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
V Wurtele Trust
100 South 5th St Suite 420MinneapolisMN55402
Peter W Vaughan
1976 Sheridan Ave SoMinneapolisMN55405

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal excise tax current year$940
Federal excise tax prior year$97
Foreign taxes$898$898

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