MARBROOK FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARBROOK FOUNDATION (EIN 41-6019899)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349101583
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T14:43:48-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411373234 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAWMILL PRIVATE MANAGEMENT INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 US TRUST BLDG 730 SECOND AVE S | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | 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 | 416019899 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARBROOK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARB | NameControl |
| Phone | 6127521783 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 2ND AVE S SUITE 1300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CONLEY BROOKS | Name |
| Title | TRUSTEE | Title |
| Phone | 6127521783 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS E LANGE | Name |
| PTIN | P00021008 | PTIN |
| Phone | 6127521770 | 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 | 13942487 | 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 |
| Dividends Rev And Expnss | 273796 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 273796 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 426247 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 473828 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 432818 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 83775 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 42159 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 783818 | TotalRevenueAndExpenses |
| Total Net Investment Income | 748773 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 59000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 59000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3200 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 16036 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 8036 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 6353 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 1271 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 5082 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 216798 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 152256 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 59252 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 301387 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 161563 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 126534 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 675000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 675000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 976387 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 161563 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 801534 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -192569 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 587210 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1110585 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1643981 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1643981 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1326949 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1297105 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1420581 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 4501720 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4521639 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5088693 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1333079 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1400230 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1309579 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 4004066 | InvestmentsOtherBOY |
| Investments Other EOY | 3220875 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4479653 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 12276399 | TotalAssetsBOY |
| Total Assets EOY | 12083830 | TotalAssetsEOY |
| Total Assets EOYFMV | 13942487 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 12276399 | CapitalStockBOY |
| Capital Stock EOY | 12083830 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 12276399 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12083830 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12276399 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12083830 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 12276399 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -192569 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 12083830 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 12083830 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|
| TCW CORE | P | 123 | 123 | 123 | |
| RIVERBRIDGE | P | 13646 | 13646 | 13646 | |
| HARDING LOEVNER | P | -36325 | -36325 | 36325 | |
| SPEECE THORSON | P | 12799 | 12799 | 12799 | |
| COMMON SENSE PARTNERS | P | 70686 | 66973 | 66973 | 3713 |
| COMMON SENSE PARTNERS | P | 51804 | 51804 | 51804 | |
| RIVERBRIDGE | P | 83573 | 83573 | 83573 | |
| TEMPLETON | P | 6141 | 6141 | 6141 | |
| TCW CORE ACCT | P | 36226 | 36226 | 36226 | |
| COMPASS CUSTODY ACCT | P | 11432 | 11432 | 11432 | |
| CHURCHILL CAPITAL IV | P | -972 | -972 | 972 | |
| TCW GIBSON FUND | P | 2303 | 2303 | 2303 | |
| SPEECE THORSON | P | 185095 | 185095 | 185095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 432818 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 769788 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 13751900 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055977 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 783953 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12473657 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062849 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 834323 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15060860 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055397 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 898334 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 16882231 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053212 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 852936 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 16205702 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052632 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.280067 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056013 | AverageDistributionRatio |
| Net Noncharitable Assets | 15284581 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 856135 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5872 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 862007 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 801534 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 11744 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 11744 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 11744 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4052 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 17000 | TaxPaidWithExtension |
| Total Credits And Payments | 21052 | TotalCreditsAndPayments |
| Overpayment | 9308 | Overpayment |
| Amount Credited To Next Year | 9308 | 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 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| 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 | WWW.MARBROOKFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | SAWMILL PRIVATE MANAGEMENT INC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6127521770 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 SECOND AVE S STE 1300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| CONLEY BROOKS | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CONLEY BROOKS JR | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MARKELL BROOKS | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MARKELL KIEFER | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JULIE B ZELLE | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| STEPHEN B BROOKS | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| KATHERINE M LEIGHTON | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JULIE HARA | ||||||||
| 730 2ND AVE S STE 1300 | MINNEAPOLIS | MN | 55402 | DIRECTOR | 20.00 | 59000 | 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 | 14684385 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 832956 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 15517341 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 15517341 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 232760 | CashDeemedCharitable |
| Net Noncharitable Assets | 15284581 | NetNoncharitableAssets |
| Minimum Investment Return | 764229 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 764229 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11744 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 4696 | IncomeTaxForThisYear |
| Total Tax | 16440 | TotalTax |
| Distributable Amount Before Adj | 747789 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 747789 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 747789 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 801534 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 801534 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 801534 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 747789 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1057 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 801534 | QualifyingDistributions |
| Applied To Year1 | 1057 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 747789 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 52688 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 52688 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 52688 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 52688 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARBROOK FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 SECOND AVE S STE 1300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6127521783 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN PROPOSAL WITH DESCRIPTION OF OBJECTIVES, BUDGET, METHOD OF EVALUATION, AND EVIDENCE OF CHARITABLE EXEMPTION. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | GENERALLY RESTRICTED TO THE MINNEAPOIS-ST PAUL AREA WITH PRIMARY EMPHASIS ON INITIATIVES THAT CREATE EQUAL OPPORTUNITY FOR IMMIGRANTS AND REFUGEES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (102 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABBOTT NORTHWESTERN HOSPITAL FOUNDATION | |||||||||||||
| 800 E 28TH STREET | MINNEAPOLIS | MN | 554073799 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| ACCESSABILITY INC | |||||||||||||
| 360 HOOVER ST NE | MINNEAPOLIS | MN | 55413 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| AFRICAN DEVELOPMENT CENTER | |||||||||||||
| 1931 S 5TH ST | MINNEAPOLIS | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| AMHERST COLLEGE | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| AMHERST H WILDER FOUNDATION | |||||||||||||
| 919 LAFOND AVENUE | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| ANIMAL HUMANE SOCIETY | |||||||||||||
| 845 MEADOW LN N | GOLDEN VALLEY | MN | 55422 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| BEDLAM THEATRE | |||||||||||||
| 1501 S 6TH STREET | MINNEAPOLIS | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| BRECK SCHOOL | |||||||||||||
| 123 OTTAWA AVE N | MINNEAPOLIS | MN | 55422 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| BRECK SCHOOL | |||||||||||||
| 123 OTTAWA AVE N | MINNEAPOLIS | MN | 55422 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| CAPI | |||||||||||||
| 3702 EAST LAKE STREET | MINNEAPOLIS | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| CAPI | |||||||||||||
| 3702 EAST LAKE STREET | MINNEAPOLIS | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| CATHOLIC CHARITIES | |||||||||||||
| 123 OTTAWA AVE N | MINNEAPOLIS | MN | 55422 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| CSJ MINISTRY COLLABORATIVE | |||||||||||||
| 1884 RANDOLPH AVE | ST PAUL | MN | 551052194 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| CENTER FOR THE AMERICAN EXPERIMENT | |||||||||||||
| 12 SOUTH 6TH STREET | MINNEAPOLIS | MN | 55402 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| CENTER FOR VICTIMS OF TORTURE | |||||||||||||
| 649 DAYTON AVE | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| CENTRO GUADALUPANO | |||||||||||||
| 2424 EIGHTEENTH AVE S | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| CENTURY COLLEGE FOUNDATION | |||||||||||||
| 3300 CENTURY AVE N | WHITE BEAR LAKE | MN | 55110 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| COLLEGEVILLE INSTITUTE | |||||||||||||
| ECUMENICAL CULTURAL RESEARCH | COLLEGEVILLE | MN | 56321 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| COLORADO ROCKY MOUNTAIN SCHOOL | |||||||||||||
| 1493 COUNTY ROAD 106 | CARBONDALE | CO | 81623 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| CORNELL UNIVERSITY | |||||||||||||
| BOX 223623 | PITTSBURGE | PA | 15251 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| CORNELL UNIVERSITY | |||||||||||||
| BOX 223623 | PITTSBURGE | PA | 15251 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| CROSSROADS SCHOOL FOR ARTS AND SCIENCES | |||||||||||||
| 1714 21ST STREET | SANTA MONICA | CA | 90404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| EMERGE COMMUNITY DEVELOPMENT | |||||||||||||
| 1101 WEST BROADWAY | MINNEAPOLIS | MN | 55411 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| EPISCOPAL COMMUNITY SERVICES | |||||||||||||
| 1730 CLIFTON PL | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| FAMILY PARTNERSHIP | |||||||||||||
| 414 S EIGHTH ST | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $8,000 | ||||||
| FRIENDS OF EASTCLIFF | |||||||||||||
| 176 NORTH MISSISSIPPI RIVER | STPAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | BOULEVARD | |||||
| FRIENDS' SCHOOL | |||||||||||||
| 5465 PENNSYLVANIA AVENUE | BOULDER | CO | 80303 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| GREATER MINNEAPOLIS COUNCIL OF CHURCHES | |||||||||||||
| 1001 EAST LAKE STREET | MINNEAPOLIS | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| GROWING GARDENS | |||||||||||||
| 2003 NE 42ND AVE 3 | PORTLAND | OR | 97213 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| GUTHRIE THEATER | |||||||||||||
| 725 VINELAND PLACE | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| HAZELDEN FOUNDATION | |||||||||||||
| 15251 PLEASANT | CENTER CITY | MN | 55012 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| HMONG AMERICAN PARTNERSHIP | |||||||||||||
| 1075 ARCADE ST | ST PAUL | MN | 55106 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| HNUB TSHIAB | |||||||||||||
| PO BOX 14127 | ST PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| HOPE COMMUNITY | |||||||||||||
| 611 EAST FRANKLIN | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| HUMANE SOCIETY OF THE UNITED STATES | |||||||||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| HUMANE SOCIETY OF THE UNITED STATES | |||||||||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| INSTITUTE FOR AGRICULTURE AND TRADE POLIC | |||||||||||||
| 2105 FIRST AVE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| INTERNATIONAL INSTITUTE OF MINNESOTA | |||||||||||||
| 1694 COMO AVENUE | ST PAUL | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| INVERNESS COUNTY CENTRE FOR THE ARTS | |||||||||||||
| NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | 16080 HWY 19 | CANADA | NS | CA | B0E 1N0 | |||||
| KHYENTSE FOUNDATION | |||||||||||||
| PO BOX 156648 | SAN FRANCISCO | CA | 94115 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| LA OPORTUNIDAD INC | |||||||||||||
| 2700 E LAKE ST STE 3200 | MINNEAPOLIS | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| LAO FAMILY COMMUNITY OF MINNESOTA | |||||||||||||
| 320 W UNIVERSITY AVE | ST PAUL | MN | 55103 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| LDA MINNESOTA | |||||||||||||
| BOX 223623 | PITTSBURGE | PA | 15251 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| LEARNINGWORKS AT BLAKE | |||||||||||||
| THE BLAKE SCHOOL | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| LOTUS OUTREACH | |||||||||||||
| PO BOX 620222 | SAN DIEGO | CA | 92162 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| LUTHERAN SOCIAL SERVICE OF MINNESOTA (LSS | |||||||||||||
| 2485 COMO AVENUE | ST PAUL | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| MACKINTOSH ACADEMY | |||||||||||||
| 7018 S PRINCE ST | LITTLETON | MN | 80120 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| MICROGRANTS | |||||||||||||
| 1035 EAST FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| MINNEAPOLIS FOUNDATION | |||||||||||||
| 800 IDS CENTER | MINNEAPOLIS | MN | 55502 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | -$25,000 | ||||||
| MINNEAPOLIS HEART INSTITUTE FOUNDATION | |||||||||||||
| 920 EAST 28TH ST STE 100 | MINNEAPOLIS | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| MINNEAPOLIS INSTITUTE OF ARTS | |||||||||||||
| 2400 THIRD AVE S | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCA | |||||||||||||
| 26 E EXCHANGE ST | ST PAUL | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| MINNESOTA DANCE THEATRE AND THE DANCE INS | |||||||||||||
| 528 HENNEPIN AVE 6TH FLOOR | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| MINNESOTA FOOD ASSOCIATION | |||||||||||||
| 14220-B OSTLUND TRAIL N | MARINE ON ST CROIX | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| MINNESOTA HISTORICAL SOCIETY | |||||||||||||
| 345 KELLOGG BOULEVARD WEST | ST PAUL | MN | 551021906 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| MINNESOTA HISTORICAL SOCIETY | |||||||||||||
| 345 KELLOGG BOULEVARD WEST | ST PAUL | MN | 551021906 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| MINNESOTA LITERACY COUNCIL | |||||||||||||
| 700 RAYMOND AVE STE 180 | ST PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| MINNESOTA ORCHESTRAL ASSOCIATION | |||||||||||||
| 1111 NICOLLET MALL | MINNEAPOLIS | MN | 554032477 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| MU PERFORMING ARTS | |||||||||||||
| 355 WABASHA ST N STE 140 | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| NALANDBODHI | |||||||||||||
| 3902 WOODLAWN PARK AVE N | SEATTLE | WA | 98103 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| NAROPA UNIVERSITY | |||||||||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 803026697 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| NATURE CONSERVANCY | |||||||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| NEIGHBORHOOD DEVELOPMENT CENTER | |||||||||||||
| 663 UNIVERSITY AVENUE | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| NEIGHBORHOOD DEVELOPMENT CENTER | |||||||||||||
| 663 UNIVERSITY AVENUE | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| NEIGHBORHOOD HOUSE | |||||||||||||
| 179 ROBIE ST E | ST PAUL | MN | 551072360 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| NEXUS COMMUNITY PARTNERS | |||||||||||||
| 5465 PENNSYLVANIA AVENUE | BOULDER | CO | 80303 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| PANGEA WORLD THEATER | |||||||||||||
| 711 WEST LAKE STREET 101 | MINNEAPOLIS | MN | 55408 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| PAT TILLMAN FOUNDATION | |||||||||||||
| 2141 E BROADWAY RD STE 115 | TEMPE | AZ | 85282 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| PEDIATRIC AIDS COALITION | |||||||||||||
| 308 WESTWOOD PLAZA | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| PHEASANTS FOREVER | |||||||||||||
| PO BOX 812 | FERGUS FALLS | MN | 565380812 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| PIEDMONT COUNCIL OF THE ARTS | |||||||||||||
| PO BOX 2426 | CHARLOTTESVILLE | VA | 229022426 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| PILLSBURY UNITED COMMUNITIES | |||||||||||||
| 1200 37TH AVE | MINNEAPOLIS | MN | 55412 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| PLYMOUTH CHURCH NEIGHBORHOOD FOUNDATION | |||||||||||||
| 430 OAK GROVE STREET SUITE 130 | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| PRODUCTIVE ALTERNATIVES | |||||||||||||
| 1205 NORTH TOWER ROAD | FERGUS FALLS | MN | 565379680 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| PROJECT KINDLE | |||||||||||||
| 28245 AVE CROCKER STE 104 | SANTA CLARITA | CA | 91355 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| PROJECT SUCCESS | |||||||||||||
| 2124 DUPONT AVE S | MINNEAPOLIS | MN | 55405 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,000 | ||||||
| PROJECT SUCCESS | |||||||||||||
| 2124 DUPONT AVE S | MINNEAPOLIS | MN | 55405 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 | ||||||
| ROMERO INSTITUTE | |||||||||||||
| 540 SAND DOLLAR DRIVE | LA SELVA | CA | 95076 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,000 | ||||||
| SECOND HARVEST HEARTLAND | |||||||||||||
| 1140 GERVAIS AVE | ST PAUL | MN | 55109 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| SHAMBHALA INTERNATL CENTER | |||||||||||||
| NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | 1084 TOWER RD | NS | CA | |||||||
| SHAMBHALA INTERNATL CENTER | |||||||||||||
| NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | 1084 TOWER RD | NS | CA | |||||||
| SOMALI SUCCESS SCHOOL | |||||||||||||
| 614 E GRANT ST | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $14,500 | ||||||
| ST ANNE'S-BELFIELD SCHOOL | |||||||||||||
| 2132 IVY RD | CHARLOTESVILLE | VA | 22907 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 | ||||||
| ST ANNE'S-BELFIELD SCHOOL | |||||||||||||
| 2132 IVY RD | CHARLOTESVILLE | VA | 22907 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||||||||
| 1712 RANDOLPH AVE | ST PAUL | MN | 551052194 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| STEPPINGSTONE THEATRE | |||||||||||||
| 55 VICTORIA STREET NORTH | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| TEACH FOR AMERICA-TWIN CITIES | |||||||||||||
| 119 NORTH FOURTH ST STE 200 | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| THE HILL MUSEUM AND MANUSCRIPT LIBRARY (H | |||||||||||||
| PO BOX 7300 | COLLEGEVILLE | MN | 56321 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| THE NATURE CONSERVANCY OF MINNNESOTA | |||||||||||||
| 1101 WEST RIVER PARKWAY | MINNEAPOLIS | MN | 55415 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| TIGERLION ARTS | |||||||||||||
| 730 SECOND AVENUE SOUTH | MINNEAPOLIS | MN | 55402 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,000 | ||||||
| TIGERLION ARTS | |||||||||||||
| 730 SECOND AVENUE SOUTH | MINNEAPOLIS | MN | 55402 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| TIGERLION ARTS | |||||||||||||
| 730 SECOND AVENUE SOUTH | MINNEAPOLIS | MN | 55402 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,000 | ||||||
| TIGERLION ARTS | |||||||||||||
| 730 SECOND AVENUE SOUTH | MINNEAPOLIS | MN | 55402 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| TIWAHE FOUNDATION | |||||||||||||
| 1315 RED FOX RD STE 100 | ARDEN HILLS | MN | 55112 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $80,000 | ||||||
| UNION COLLEGE | |||||||||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||||||||
| 200 OAK ST S | MINNEAPOLIS | MN | 55455 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| VIETNAMESE SOCIAL SERVICES OF MINNESOTA | |||||||||||||
| 1159 UNIVERSITY AVENUE | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| WOMEN'S FOUNDATION OF MINNESOTA | |||||||||||||
| 155 FIFTH AVENUE SOUTH | MINNEAPOLIS | MN | 554012549 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| WOMEN'S INITIATIVE FOR SELF EMPOWERMENT ( | |||||||||||||
| HAMLINE PARK PLAZA | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $16,000 | ||||||
| YALE SCHOOL OF MANAGEMENT | |||||||||||||
| PO BOX 208200 | NEW HAVEN | CT | 06250 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| YALE UNIVERSITY | |||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| YWCA OF MINNEAPOLIS | |||||||||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 675000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| FRIENDS OF EASTCLIFF | ||||||||
| 176 NORTH MISSISSIPPI RIVER | BOULEVARD | ST PAUL | MN | 55104 | NONE | 501(C)(3) | PLEDGE FOR RESTORATION OF THE SUMMERHOUSE | $50,000 |
| INSTITUTE FOR AGRICULTURE AND TRADE POLIC | ||||||||
| 2105 FIRST AVE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | PLEDGE FOR LOCAL FOODS | $20,000 | |
| LUTHERAN SOCIAL SERVICE OF MINNESOTA (LSS | ||||||||
| 2485 COMO AVENUE | ST PAUL | MN | 55108 | NONE | 501(C)(3) | PLEDGE FOR REFUGEE SERVICES | $30,000 | |
| MICROGRANTS | ||||||||
| 1035 E FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GOS FOR IMMIGRANTS AND REFUGEES | $20,000 | |
| MINNESOTA FOOD ASSOCIATION | ||||||||
| 14220-B OSTLUND TRAIL N | MARINE ON ST CROIX | MN | 55407 | NONE | 501(C)(3) | PLEDGE | $10,000 | |
| PILLSBURY UNITED COMMUNITIES | ||||||||
| 1200 37TH AVE | MINNEAPOLIS | MN | 55412 | NONE | 501(C)(3) | PLEDGE FOR COYLE COMMUNITY CAFE | $20,000 | |
| PLYMOUTH CHURCH NEIGHBORHOOD FOUNDATION | ||||||||
| 430 OAK GROVE STREET SUITE 130 | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | PLEDGE CAPITAL CAMPAIGN | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 170000 | 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 | $273,796 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $83,775 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $426,247 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $783,818 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 783818 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EIDE BAILEY | Category |
| Amount | $3,200 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3200 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TEMPLETON GLOBAL BOND FUND | 1084229 | 990214 |
| COMPASS BOND FUND-CORPORATE BONDS | 316001 | 319365 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TCW-GIBSON ADVISED FUND | 183592 | 174056 |
| TCW CONCENTRATED CORE EQUITY | 1319238 | 2007605 |
| TCW GALILEO SM CAP FUND | 530206 | 687992 |
| HARDING LOEVNER | 2488603 | 2219040 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1146184 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1255981 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 150921 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 164600 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CHURCHILL CAPITAL PARTNERS IV | AT COST | 4822 | 4825 |
| COMMON SENSE PARTNERS II, L.P. | AT COST | 0 | 0 |
| RIVERBRIDGE SMID | AT COST | 1397636 | 1877777 |
| SPEECE THORSON CAPITAL VALUE FD | AT COST | 1818417 | 2597051 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADMINISTRATIVE EXP | 58557 | 0 | 58557 |
| DUES & SUBSCRIPTIONS | 695 | 0 | 695 |
| CUSTODY FEES | 745 | 745 | 0 |
| PORTFOLIO EXPENSE | 56828 | 56828 | 0 |
| INVESTMENT MANAGEMENT FEES | 61362 | 61362 | 0 |
| INVESTMENT MANAGEMENT FEES TO 990-T | 0 | -3243 | 0 |
| INVESTMENT INT EXPENSE | 36501 | 36501 | 0 |
| INVESTMENT INT EXPENSE TO 990-T | 0 | -1929 | 0 |
| OTHER FEES & EXPENSES | 2110 | 1992 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ORD INC-PARTNERSHIP | 3 | 3 | 3 |
| RENTAL REAL ESTATE-PARTNERSHIP | -4 | -4 | -4 |
| SECT 1231 GAINS-PARTNERSHIP | 42 | 58 | 42 |
| SECT 1256 GAINS-PARTNERSHIP | -4118 | -3969 | -4118 |
| OTHER INC-PARTNERSHIP | 87852 | 87852 | 87852 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX PAID | $8,036 | 8036 | 0 |
| FEDERAL TAX PAID | $6,000 | 0 | 0 |
| STATE TAX PAID | $2,000 | 0 | 0 |
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