WALTER AND LEONA SCHMITT FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WALTER AND LEONA SCHMITT FAMILY FOUNDATION (EIN 35-6793905)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201101329349100625
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T13:19:02-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLSEN THIELEN & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2675 LONG LAKE ROAD | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356793905 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER AND LEONA SCHMITT FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WALT | NameControl |
| Phone | 9524698646 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21980 HAMBURG AVE | AddressLine1 |
| City | LAKEVILLE | City |
| State | MN | State |
| ZIP Code | 55044 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY NICKLAWSKE | Name |
| Title | PRESIDENT | Title |
| Phone | 9524698646 | Phone |
| Date Signed | 2011-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA M NELSON | Name |
| Phone | 6514834521 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1230341 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 32000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 30243 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 30243 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 34744 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 244709 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 34744 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 96987 | TotalRevenueAndExpenses |
| Total Net Investment Income | 64987 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3600 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7218 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7218 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2232 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 840 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 840 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13890 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7218 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4440 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 58000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 58000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 71890 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7218 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 62440 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 25097 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 57769 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 67489 | CashBOY |
| Cash EOY | 45096 | CashEOY |
| Cash EOYFMV | 45096 | CashEOYFMV |
| Investments Corp Stock BOY | 1115088 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1185245 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1185245 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1182577 | TotalAssetsBOY |
| Total Assets EOY | 1230341 | TotalAssetsEOY |
| Total Assets EOYFMV | 1230341 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1182577 | UnrestrictedBOY |
| Unrestricted EOY | 1230341 | UnrestrictedEOY |
| Total Net Assets BOY | 1182577 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1230341 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1182577 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1230341 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1182577 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 25097 | ExcessOfRevenueOverExpenses |
| Other Increases | 22667 | OtherIncreases |
| Subtotal | 1230341 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1230341 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES (BERNSTEIN) | DescriptionOfAsset |
| Gross Sales Price | 244709 | GrossSalesPrice |
| Cost Or Other Basis | 209965 | CostOrOtherBasis |
| Gain Or Loss | 34744 | GainOrLoss |
| Gains Minus Excess Or Losses | 34744 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 34744 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 35955 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1080751 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.033269 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.033269 | TotalDistributionRatio |
| Average Distribution Ratio | 0.033269 | AverageDistributionRatio |
| Net Noncharitable Assets | 1164371 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 38737 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 578 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 39315 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 62440 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 578 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 578 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 578 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1100 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1100 | TotalCreditsAndPayments |
| Overpayment | 522 | Overpayment |
| Amount Credited To Next Year | 522 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHAEL J NICKLAWSKE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9524698646 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21980 HAMBURG AVE | AddressLine1 |
| City | LAKEVILLE | City |
| State | MN | State |
| ZIP Code | 55044 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARY NICKLAWSKE | ||||||||
| 21980 HAMBURG AVE | LAKEVILLE | MN | 55044 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| ELINOR M NICKLAWSKE | ||||||||
| 21980 HAMBURG AVE | LAKEVILLE | MN | 55044 | SECRETARY | 1.00 | 0 | 0 | 0 |
| MICHAEL NICKLAWSKE | ||||||||
| 21980 HAMBURG AVE | LAKEVILLE | MN | 55044 | TREASURER | 1.00 | 0 | 0 | 0 |
| MARK NICKLAWSKE | ||||||||
| 21980 HAMBURG AVE | LAKEVILLE | MN | 55044 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| ANN NICKLAWSKE MCGEE | ||||||||
| 21980 HAMBURG AVE | LAKEVILLE | MN | 55044 | TRUSTEE | 1.00 | 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 | 1130249 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 51854 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1182103 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1182103 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17732 | CashDeemedCharitable |
| Net Noncharitable Assets | 1164371 | NetNoncharitableAssets |
| Minimum Investment Return | 58219 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 58219 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 578 | TaxBasedOnInvestmentIncome |
| Total Tax | 578 | TotalTax |
| Distributable Amount Before Adj | 57641 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 57641 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 57641 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 62440 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 62440 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 578 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 61862 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 57641 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 17008 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 62440 | QualifyingDistributions |
| Applied To Year1 | 17008 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 45432 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 12209 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| COMMON HOPE | |||||||
| PO BOX 14298 | ST PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| DOMESTIC ABUSE PROJECT | |||||||
| 204 WEST FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| FRIENDS OF THE RAMSEY COUNTY LIBRARY | |||||||
| 4570 NORTH VICTORIA STREET | SHOREVIEW | MN | 55126 | ELLIE-BOARD MEMBER | 501(C)(3) | SUPPORT PUBLIC LIBRARY | $2,500 |
| HILL MURRAY SCHOOL | |||||||
| 2625 LARPENTEUR AVE E | MAPLEWOOD | MN | 55109 | SCHOOL ALUMNI | 501(C)(3) | SUPPORT PAROCHIAL EDUCATION | $3,500 |
| JOSEPH'S COAT | |||||||
| 1107 7TH STREET WEST | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL FUND | $1,000 |
| LAKE AREA YOUTH SERVICES | |||||||
| 244 N LAKE STREET | FOREST LAKE | MN | 55025 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| ST PETERS SCHOOL | |||||||
| 2620 N MARGARET STREET | NORTH ST PAUL | MN | 55109 | ALUMNI | 501(C)(3) | SUPPORT PAROCHIAL EDUCATION | $2,500 |
| UNIVERSITY OF ST THOMAS | |||||||
| 2115 SUMMIT AVE | ST PAUL | MN | 55105 | COLLEGE ALUMNI | 501(C)(3) | 360-PROGRAM | $2,500 |
| LITTLE SISTERS OF THE POOR | |||||||
| 330 S EXCHANGE STREET | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL FUND | $2,500 |
| DODGE NATURE CENTER | |||||||
| 365 MARIE AVENUE WEST | WEST ST PAUL | MN | 55118 | KRISTEN-BOARD MEMBER | 501(C)(3) | GENERAL FUND | $5,000 |
| ANGEL FOUNDATION | |||||||
| 708 THIRD STREET SOUTH SUITE 105-E | MINNEAPOLIS | MN | 55415 | NONE | 501(C)(3) | GENERAL FUND | $2,500 |
| NORTH ST PAUL PARKS AND RECREATION COMMISSION | |||||||
| 2400 NORTH MARGARET STREET | NORTH ST PAUL | MN | 55109 | NONE | LOCAL GOVT | GENERAL FUND | $1,000 |
| CRISTO REY JESUIT HS | |||||||
| 2924 FOURTH AVE SOUTH | MINNEAPOLIS | MN | 55408 | NONE | 501(C)(3) | SUPPORT PAROCHIAL EDUCATION | $1,000 |
| ST STEPHENS HUMAN SERVICE | |||||||
| 2211 CLINTON AVE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL FUND | $2,500 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 845578 | BOSTON | MA | 022845578 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| THE MESSAGE PROGRAM | |||||||
| 2311 10TH AVENUE SOUTH | ST CLOUD | MN | 56301 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 6021 | ALBERT LEA | MN | 56007 | NONE | 501(C)(3) | GENERAL FUND | $3,000 |
| HIMALAYAN CATARACT PROJECT | |||||||
| PO BOX 55 | WATERBURY | VT | 05676 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| HELP THE HELPLESS | |||||||
| PO BOX 270308 | VADNAIS HEIGHTS | MN | 55127 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| UNIVERSITY OF CHATTANOOGA FOUNDATION | |||||||
| 210 FIRST HALL DEPT 3003 | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| GALLOP CULTURAL CENTER | |||||||
| 201 EAST HIGHWAY 66 | GALLUP | NM | 87301 | NONE | 501(C)(3) | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 58000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | 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 | $30,243 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $34,744 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $64,987 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 64987 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMITT PROPERTIES LLC | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21980 HAMBURG AVE | AddressLine1 |
| City | LAKEVILLE | City |
| State | MN | State |
| ZIP Code | 55044 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 32000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3600 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS | NameOfStock |
| EOY Book Value | 1185245 | EOYBookValue |
| EOYFMV | 1185245 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISCELLANEOUS ADMINISTRATION | 819 | 0 | 819 |
| POSTAGE | 21 | 0 | 21 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FAIR MARKET VALUE ADJUSTMENT | Description |
| Amount | $22,667 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $7,218 | Amount |
| Net Investment Income | 7218 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMITT PROPERTIES LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21980 HAMBURG AVE | AddressLine1 |
| City | LAKEVILLE | City |
| State | MN | State |
| ZIP Code | 55044 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $2,232 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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