KELEN FAMILY FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
KELEN FAMILY FOUNDATION (EIN 41-1854293)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-05
IRS object ID
201243109349300994
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-05T14:37:45-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN481288714EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Paiement Law Office LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1221 East Myrtle StreetAddressLine1
CityStillwaterCity
StateMNState
ZIP Code55082ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN411854293EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1KELEN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlKELENameControl
Phone6123767322Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14900 IDS TOWER 80 S 8TH STAddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameERWIN KELENName
TitleSECRETARYTitle
Phone6123767322Phone
Date Signed2012-10-26DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameConstance J PaiementName
PTINP01350636PTIN
Phone6519675050Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonERWIN KELENNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14900 IDS TOWER 80 S 8TH STAddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode
FieldValueIRS element (for citing)
Gross Receipts863529GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization OtherXTypeOfOrganizationOther
Year Formation1996YearFormation
State Legal DomicileMNStateLegalDomicile
Activity Or Mission DescriptionTHIS ORGANIZATION IS ORGANIZED FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSES OF THE MPLS. FEDERATION FOR JEWISH SERVICES & THE JEWISH CMTY FND.ActivityOrMissionDescription
Nbr Voting Members Governing Body0NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI163630TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year84480InvestmentIncomePriorYear
Investment Income Current Year64661InvestmentIncomeCurrentYear
Other Revenue Prior Year64840OtherRevenuePriorYear
Other Revenue Current Year98969OtherRevenueCurrentYear
Total Revenue Prior Year149320TotalRevenuePriorYear
Total Revenue Current Year163630TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year156900GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY134800GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1312OtherExpensePriorYear
Other Expenses Current Year1015OtherExpensesCurrentYear
Total Expenses Prior Year158212TotalExpensesPriorYear
Total Expenses Current Year135815TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-8892RevenuesLessExpensesPriorYear
Revenues Less Expenses CY27815RevenuesLessExpensesCY
Total Assets BOY6899379TotalAssetsBOY
Total Assets EOY6927194TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6899379NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6927194NetAssetsOrFundBalancesEOY
Mission DescriptionNoneMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense135815Expense
DescriptionSEE ATTACHEDDescription
Total Program Service Expense135815TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members0NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonERWIN A KELENNamePerson
Telephone Number6123767322TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14900 IDS TOWER 80 S 8TH STAddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (10 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
MIRIAM J KELEN
PRESIDENT, DIRECTOR0.00XX000
ERWIN A KELEN
SECRETARY0.00XX000
ROBERT A KELEN
DIRECTOR0.00X000
SARAH A KELEN
DIRECTOR0.00X000
PETER J KELEN
DIRECTOR0.00X000
FRANK TRESTMAN
DIRECTOR0.00X000
SHELDON LEVIN
DIRECTOR0.00X000
MORRIS M SHERMAN
DIRECTOR0.00X000
AMOS S DEINARD JR
DIRECTOR0.00X000
LAWRENCE PERLMAN
DIRECTOR0.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column21564TotalRevenueColumn
Unrelated Business Revenue21564UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities742996Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities699899Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities43097Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column43097TotalRevenueColumn
Unrelated Business Revenue43097UnrelatedBusinessRevenue

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionPARTNERSHIP INCOMEDescription
Business Code523000BusinessCode
Total Revenue Column98969TotalRevenueColumn
Unrelated Business Revenue98969UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Other Revenue98969TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column163630TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue163630UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total134800Total
Program Services134800ProgramServices

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total840Total
Program Services840ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total150Total
Program Services150ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionSECRETARY OF STATE-MNDescription
Total25Total
Program Services25ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total135815Total
Program Services135815ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY519652BOY
EOY1138576EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY933397BOY
EOY853758EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY4609816BOY
EOY6292029EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY836514BOY
EOY-1357169EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY6899379BOY
EOY6927194EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY6899379BOY
EOY6927194EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6899379BOY
EOY6927194EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6899379BOY
EOY6927194EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses27815ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 OtherXSupportingOrg509a3Type3Other
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1MINNEAPOLIS FEDERATION FOR JEWISH SERVICESBusinessNameLine1
FieldValueIRS element (for citing)
EIN410693866EIN
Type Of Organization11aTypeOfOrganization
Listed In Governing Doc0ListedInGoverningDoc
Supported Organization Notified0SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$20,000Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts20000SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities (8 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
TELECOM*MEDIA*TECHNOLOGY PRIVATE EQUITY OFFSHORE FUND, L.P.475000C
ROSEMONT PARTNERS II LP176141F
THE VARDE FUND VIII, LP705269F
FIREBIRD GLOBAL1337649F
AMBER TRUST II370667F
READY CREDIT200000C
FIREBIRD MONGOLIA FUND1027805F
Whitebox Credit Arbitrage Fund, Ltd1999498F
FieldValueIRS element (for citing)
Total Of Book Value Securities6292029TotalOfBookValueSecurities
Total Revenue163630TotalRevenue
Total Expenses135815TotalExpenses
Excess Or Deficit For Year27815ExcessOrDeficitForYear
Excess Or Deficit Per FS27815ExcessOrDeficitPerFS

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section B, line 11The Form 990 is provided to the governing board for review prior to filing with the IRS.
Form 990, Part VI, Section C, line 19Filed with the State of MN and information provided to the public upon written request.
Form 990, Part VIIMIRIAM J. KELEN - 4900 IDS TOWER, 80 S. 8TH ST., MINNEAPOLIS, MN 55402. ERWIN A. KELEN - 4900 IDS TOWER, 80 S. 8TH ST., MINNEAPOLIS, MN 55402. ROBERT A. KELEN - 4900 IDS TOWER, 80 S. 8TH ST., MINNEAPOLIS, MN 55402. SARAH A. KELEN - 4900 IDS TOWER, 80 S. 8TH ST., MINNEAPOLIS, MN 55402. PETER J. KELEN - 4900 IDS TOWER, 80 S. 8TH ST., MINNEAPOLIS, MN 55402. FRANK TRESTMAN - 5500 WAYZATA BLVD. #1045, GOLDEN VALLEY, MN 55416. SHELDON LEVIN - 7117 GLEASON ROAD, EDINA, MN 55439. MORRIS M. SHERMAN - 150 SOUTH 5TH STREET, #2300, MINNEAPOLIS, MN 55402. AMOS S. DEINARD JR. - 1729 MORGAN AVENUE SOUTH, MINNEAPOLIS, MN 55405. LAWRENCE PERLMAN - 4427 E. LAKE HARRIET PARKWAY, MINNEAPOLIS, MN 55409.Contact Addresses for Officers, Directors, Etc

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeLegal Domicile StateLegalDomicileStateControlled OrgControlledOrg
Minneapolis Federation for Jewish Services
13100 Wayzata Blvd 200MinnetonkaMN55305MN0
Jewish Community Foundation
13100 Wayzata Blvd 200MinnetonkaMN55305MN0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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