MARBROOK FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MARBROOK FOUNDATION (EIN 41-6019899)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-09
- IRS object ID
- 201102219349100405
- Schema version
- 2010v3.4
- 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
- General Explanation Attachment
- 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 | 2011-08-09T12:56:47-05:00 | 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 | 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 | 2010-01-01 | 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 | 2011-08-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS E LANGE | Name |
| Phone | 6127521770 | 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 | 14649807 | 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 | 247201 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 247201 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -426505 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4014655 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 809 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -2693 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | -178495 | TotalRevenueAndExpenses |
| Total Net Investment Income | 244508 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 58854 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 58854 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 12400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 12400 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4543 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4543 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 6268 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 1254 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 5014 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 201476 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 143870 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 45662 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 283541 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 149667 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 121930 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 648806 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 648806 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 932347 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 149667 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 770736 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1110842 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 94841 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 231458 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1110585 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1110585 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1269127 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1326949 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1413784 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 7634953 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4501720 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5395651 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 263075 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1333079 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1330721 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 3988628 | InvestmentsOtherBOY |
| Investments Other EOY | 4004066 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5399066 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 13387241 | TotalAssetsBOY |
| Total Assets EOY | 12276399 | TotalAssetsEOY |
| Total Assets EOYFMV | 14649807 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 13387241 | CapitalStockBOY |
| Capital Stock EOY | 12276399 | 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 | 13387241 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12276399 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 13387241 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12276399 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13387241 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1110842 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 12276399 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 12276399 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| MSIF INTERNATIONAL EQUITY | P | 2010-12-28 | 2577268 | 3460091 | -882823 | -882823 |
| MSIF INTERNATIONAL EQUITY | P | 2010-12-28 | 38222 | 37743 | 479 | 479 |
| TCW CONC CORE EQUITY | P | 484061 | 508435 | -24374 | -24374 | |
| TCW CONC CORE EQUITY | P | 156825 | 163569 | -6744 | -6744 | |
| TCW VALUE OPPORT-EXCESS GAIN ON LIQ | P | 38078 | 38078 | |||
| TCW VALUE OPPORTUNITIES | P | 146490 | 146490 | |||
| TCW VALUE OPPORTUNITIES | P | 59043 | 59043 | |||
| SPEECE THORSON | P | 112459 | 112459 | |||
| SPEECE THORSON | P | 17413 | 17413 | |||
| CHURCHILL CAPITAL | P | -1571 | -1571 | |||
| COMPASS-US TRUST | P | 583028 | 572333 | 10695 | 10695 | |
| RIVERBRIDGE | P | 34456 | 27708 | 6748 | 6748 | |
| RIVERBRIDGE | P | 140795 | 105199 | 35596 | 35596 | |
| COMMON SENSE PARTNERS | P | 23758 | 23758 | |||
| COMMON SENSE PARTNERS | P | -16524 | -16524 | |||
| TCW GROWTH | P | 54772 | 54772 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -426505 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 783953 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12473657 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062849 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 834323 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15060860 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055397 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 898334 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16882231 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053212 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 852936 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 16205702 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052632 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 830121 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 15780614 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052604 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.276694 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055339 | AverageDistributionRatio |
| Net Noncharitable Assets | 13751900 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 761016 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 948 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 761964 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 770736 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 948 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 948 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 948 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5000 | TotalCreditsAndPayments |
| Overpayment | 4052 | Overpayment |
| Amount Credited To Next Year | 4052 | 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 | 58854 | 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 | 13246911 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 714409 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13961320 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 13961320 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 209420 | CashDeemedCharitable |
| Net Noncharitable Assets | 13751900 | NetNoncharitableAssets |
| Minimum Investment Return | 687595 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 687595 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 948 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 1521 | IncomeTaxForThisYear |
| Total Tax | 2469 | TotalTax |
| Distributable Amount Before Adj | 685126 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 685126 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 685126 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 770736 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 770736 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 948 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 769788 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 685126 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 86667 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 770736 | QualifyingDistributions |
| Applied To Year1 | 86667 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 684069 | 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 | 1057 | 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
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 (106 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTER FOR DEMOCRACY AND CITIZENSHIP | |||||||||||||
| 1929 5TH STREET SOUTH | MINNEAPOLIS | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,806 | ||||||
| GROTTO FOUNDATION | |||||||||||||
| 5323 LAKELAND AVE N | MINNEAPOLIS | MN | 55429 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| ABBOTT NORTHWESTERN HOSPITAL FOUNDATION | |||||||||||||
| 800 E 28TH STREET | MINNEAPOLIS | MN | 554073799 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| BEDLAM THEATRE | |||||||||||||
| 1501 S 6TH STREET | MINNEAPOLIS | MN | 55454 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| CAPI | |||||||||||||
| 3702 EAST LAKE STREET | MINNEAPOLIS | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| COMMONBOND COMMUNITIES | |||||||||||||
| 328 KELLOGG BOULEVARD | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ENGLISH LEARNING CENTER | |||||||||||||
| 2315 CHICAGO AVENUE S | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| FRIENDS OF EASTCLIFF | |||||||||||||
| 176 NORTH MISSISSIPPI RIVER | STPAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | BOULEVARD | |||||
| GREATER MINNEAPOLIS COUNCIL OF CHURCHES | |||||||||||||
| PO BOX 7509 | MINNEAPOLIS | MN | 554070509 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| GUTHRIE THEATER | |||||||||||||
| 725 VINELAND PLACE | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| HMONG AMERICAN PARTNERSHIP | |||||||||||||
| 1075 ARCADE ST | ST PAUL | MN | 55106 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| HOPE COMMUNITY | |||||||||||||
| 611 EAST FRANKLIN | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ILLUSION THEATER | |||||||||||||
| 528 HENNEPIN AVENUE SUITE 704 | MINNEAPOLIS | MN | 55403 | 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 | $10,000 | ||||||
| LA OPORTUNIDAD INC | |||||||||||||
| 2700 E LAKE ST STE 3200 | MINNEAPOLIS | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| LAO FAMILY COMMUNITY OF MINNESOTA | |||||||||||||
| 320 W UNIVERSITY AVE | ST PAUL | MN | 55103 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| LUTHERAN SOCIAL SERVICE OF MINNESOTA (LSS | |||||||||||||
| 2485 COMO AVENUE | ST PAUL | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| LUTHERAN SOCIAL SERVICE OF MINNESOTA (LSS | |||||||||||||
| 2485 COMO AVENUE | ST PAUL | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCA | |||||||||||||
| 26 E EXCHANGE ST | ST PAUL | MN | 55101 | 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 | $10,000 | ||||||
| MINNESOTA HISTORICAL SOCIETY | |||||||||||||
| 345 KELLOGG BOULEVARD WEST | ST PAUL | MN | 551021906 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| MINNESOTA ORCHESTRAL ASSOCIATION | |||||||||||||
| 1111 NICOLLET MALL | MINNEAPOLIS | MN | 554032477 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| MINNESOTA SHUBERT PERFORMING ARTS AND EDU | |||||||||||||
| 528 HENNEPIN AVE STE 303 | MINNEAPOLIS | MN | 55403 | 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 DEVELOPMENT CENTER | |||||||||||||
| 663 UNIVERSITY AVENUE | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| PANGEA WORLD THEATER | |||||||||||||
| 711 WEST LAKE STREET 101 | MINNEAPOLIS | MN | 55408 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| PLYMOUTH CHURCH NEIGHBORHOOD FOUNDATION | |||||||||||||
| 430 OAK GROVE STREET SUITE 130 | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| PROJECT FOR PRIDE IN LIVING | |||||||||||||
| 1035 E FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | 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 | ||||||
| THE MINNESOTA OPERA | |||||||||||||
| 620 N FIRST ST | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| MINNEAPOLIS FOUNDATION | |||||||||||||
| 800 IDS CENTER | MINNEAPOLIS | MN | 55502 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $80,000 | ||||||
| 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 | ||||||
| YOUTH VENTURE MINNESOTA | |||||||||||||
| 2822 LYNDALE AVE S | MINNEAPOLIS | MN | 55408 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| COLLEGEVILLE INSTITUTE | |||||||||||||
| ECUMENICAL CULTURAL RESEARCH | COLLEGEVILLE | MN | 56321 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| LEARNINGWORKS AT BLAKE | |||||||||||||
| THE BLAKE SCHOOL | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| HNUB TSHIAB | |||||||||||||
| PO BOX 14127 | ST PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| MINNESOTA ENVIRONMENTAL INITIATIVE | |||||||||||||
| 211 FIRST STREET NORTH | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | -$12,000 | ||||||
| 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 | $10,000 | ||||||
| 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 | $15,000 | ||||||
| CENTER FOR SPIRITUALITY AND HEALING | |||||||||||||
| 420 DELAWARE ST SE | MINNEAPOLIS | MN | 55455 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,000 | ||||||
| CENTER FOR THE AMERICAN EXPERIMENT | |||||||||||||
| 12 SOUTH 6TH STREET | MINNEAPOLIS | MN | 55402 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| COLLEGEVILLE INSTITUTE FOR ECUMENICAL & C | |||||||||||||
| ECUMENICAL CULTURAL RESEARCH | MINNEAPOLIS | MN | 56321 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| COLORADO ROCKY MOUNTAIN SCHOOL | |||||||||||||
| 1493 COUNTY ROAD 106 | CARBONDALE | CO | 81623 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| COMUNIDADES LATINAS UNIDAS EN SERVICIO | |||||||||||||
| 720 EAST LAKE STREET | MINNEAPOLIS | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| CONNECTICUT COLLEGE | |||||||||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | 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 | $4,000 | ||||||
| EMERGE COMMUNITY DEVELOPMENT | |||||||||||||
| 1101 WEST BROADWAY | MINNEAPOLIS | MN | 55411 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| FRIENDS OF SURMANG FOUNDATION | |||||||||||||
| 13536 GOLD HILL ROAD | BOULDER | CO | 80302 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| FRIENDS' SCHOOL | |||||||||||||
| 5465 PENNSYLVANIA AVENUE | BOULDER | CO | 80303 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,000 | ||||||
| FRIENDS' SCHOOL | |||||||||||||
| 5465 PENNSYLVANIA AVENUE | BOULDER | CO | 80303 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| FRIENDS' SCHOOL | |||||||||||||
| 5465 PENNSYLVANIA AVENUE | BOULDER | CO | 80303 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| FRIENDS WITHOUT A BORDER | |||||||||||||
| 1123 BROADWAY SUITE 1210 | NEW YORK | NY | 10010 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| GAMPO ABBEY | |||||||||||||
| NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | PLEASANT BAY | CANADA | NS | CA | BOE 2PO | |||||
| GREATER MINNEAPOLIS COUNCIL OF CHURCHES | |||||||||||||
| 1001 EAST LAKE STREET | MINNEAPOLIS | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| GROWING GARDENS | |||||||||||||
| 2003 NE 42ND AVE 3 | PORTLAND | OR | 97213 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| HIAWATHA LEADERSHIP ACADEMY | |||||||||||||
| 3810 EAST 56TH STREET | MINNEAPOLIS | MN | 55417 | 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 | $2,000 | ||||||
| INTERFAITH OUTREACH AND COMMUNITY PARTNER | |||||||||||||
| 110 GRAND AVENUE | WAYZATA | MN | 55391 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| INTERNATIONAL INSTITUTE OF MINNESOTA | |||||||||||||
| 1694 COMO AVENUE | ST PAUL | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| KAREN ORGANIZATION OF MINNESOTA | |||||||||||||
| 1394 JACKSON ST STE 324 | ST PAUL | MN | 55117 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| KEYSTONE COMMUNITY SERVICES | |||||||||||||
| 2000 ST ANTHONY AVE | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| KHYENTSE FOUNDATION | |||||||||||||
| PO BOX 156648 | SAN FRANCISCO | CA | 94115 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| LOS ANGELES COUNTY MUSEUM OF ART (LACMA) | |||||||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| MIDWEST ART CONSERVATION CENTER | |||||||||||||
| 2400 3RD AVE S | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| 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 | $5,000 | ||||||
| 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 SPAY NEUTER ASSISTANCE PROGRAM | |||||||||||||
| 10000 HIGHWAY 55 STE 300 | PLYMOUTH | MN | 55441 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| MU PERFORMING ARTS | |||||||||||||
| 355 WABASHA ST N STE 140 | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | ||||||
| MYOTONIC DYSTROPHY FOUNDATION | |||||||||||||
| 10016 FOOTHILLS BLVD SUITE 130 | ROSEVILLE | CA | 957477198 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| 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 | $1,000 | ||||||
| NEIGHBORHOOD HOUSE | |||||||||||||
| 179 ROBIE ST E | ST PAUL | MN | 551072360 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| PEDIATRIC AIDS COALITION | |||||||||||||
| 308 WESTWOOD PLAZA | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| PHEASANTS FOREVER | |||||||||||||
| PO BOX 812 | FERGUS FALLS | MN | 565380812 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| PIEDMONT COUNCIL OF THE ARTS | |||||||||||||
| PO BOX 2426 | CHARLOTTESVILLE | VA | 229022426 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| PRODUCTIVE ALTERNATIVES | |||||||||||||
| 1205 NORTH TOWER ROAD | FERGUS FALLS | MN | 565379680 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| PROJECT KINDLE | |||||||||||||
| 28245 AVE CROCKER STE 104 | SANTA CLARITA | CA | 91355 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| PROJECT SUCCESS | |||||||||||||
| 2124 DUPONT AVE S | MINNEAPOLIS | MN | 55405 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| ROMERO INSTITUTE | |||||||||||||
| 540 SAND DOLLAR DRIVE | LA SELVA | CA | 95076 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,000 | ||||||
| SOLDIERS ANGELS | |||||||||||||
| 1792 E WASHINGTON BLVD | PASADENA | CA | 91104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| SOMALI SUCCESS SCHOOL | |||||||||||||
| 614 E GRANT ST | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||||||||
| 1712 RANDOLPH AVE | ST PAUL | MN | 551052194 | 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 | $2,000 | ||||||
| TEACH FOR AMERICA-TWIN CITIES | |||||||||||||
| 119 NORTH FOURTH ST STE 200 | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| CT LEGACY PROJECT | |||||||||||||
| 3405 PENROSE PLACE 102 | BOULDER | CO | 80301 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| THE HILL MUSEUM AND MANUSCRIPT LIBRARY (H | |||||||||||||
| PO BOX 7300 | COLLEGEVILLE | MN | 56321 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| THE MINNEAPOLIS FOUNDATION | |||||||||||||
| 800 IDS CENTER | MINNEAPOLIS | MN | 55402 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| THE NATURE CONSERVANCY OF MINNNESOTA | |||||||||||||
| 1101 WEST RIVER PARKWAY | MINNEAPOLIS | MN | 55415 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| THE SAKYONG FOUNDATION | |||||||||||||
| 700 PEARL STREET 3 | BOULDER | CO | 80302 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| THE WOMEN'S INITIATIVE | |||||||||||||
| 1007 EAST HIGH STREET | CHARLOTTESVILLE | VA | 22902 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| THE WOMEN'S INITIATIVE | |||||||||||||
| 1007 EAST HIGH STREET | CHARLOTTESVILLE | VA | 22902 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| 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 | $1,000 | ||||||
| TIGERLION ARTS | |||||||||||||
| 730 SECOND AVENUE SOUTH | MINNEAPOLIS | MN | 55402 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| UNION COLLEGE | |||||||||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| WALKER ART CENTER | |||||||||||||
| 1750 HENNEPIN AVE | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| YALE UNIVERSITY | |||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| YALE UNIVERSITY | |||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | ||||||
| MICROGRANTS | |||||||||||||
| 1035 EAST FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 648806 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (10 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 |
|---|---|---|---|---|---|---|---|---|
| ABBOTT NORTHWESTERN HOSPITAL FOUNDATION | ||||||||
| 800 E 28TH STREET | MINNEAPOLIS | MN | 554073799 | NONE | 501(C)(3) | PLEDGE FOR TRANSFORMATIVE NURSE TRAINING PROGRAM | $20,000 | |
| CENTRE FOR ASIANS AND PACIFIC ISLANDERS | ||||||||
| 3702 EAST LAKE STREET SUITE 200 | MINNEAPOLIS | MN | 55406 | NONE | 501(C)(3) | PLEDGE FOR REFUGEE WOMEN WORK READINESS | $20,000 | |
| COLLEGEVILLE INSTITUTE | ||||||||
| 14027 FRUIT FARM ROAD | COLLEGEVILLE | MN | 56321 | NONE | 501(C)(3) | PLEDGE FOR THE FAITH LEADERSHIP FOR AN ECUMENICAL FU | $5,000 | |
| FRIENDS OF EASTCLIFF | ||||||||
| 176 NORTH MISSISSIPPI RIVER | ST PAUL | MN | 55104 | NONE | 501(C)(3) | PLEDGE FOR RESTORATION OF THE SUMMERHOUSE | $60,000 | BOULEVARD |
| MINNEAPOLIS FOUNDATION | ||||||||
| 80 SOUTH 8TH ST STE 800 | MINNEAPOLIS | MN | 55402 | NONE | 501(C)(3) | PLEDGE EAST PHILLIPS IMPROVEMENT COALITION | $80,000 | |
| MINNESOTA HISTORICAL SOCIETY | ||||||||
| 345 KELLOGG BOULEVARD WEST | ST PAUL | MN | 551021906 | NONE | 501(C)(3) | PLEDGE FOR GREATEST GENERATION PROJECT | $10,000 | |
| NEIGHBORHOOD DEVELOPMENT CENTER | ||||||||
| 663 UNIVERSITY AVENUE STE 200 | ST PAUL | MN | 55104 | NONE | 501(C)(3) | PLEDGE CAPITAL CAMPAIGN | $20,000 | |
| STEPPINGSTONE THEATRE | ||||||||
| 55 VICTORIA STREET N | ST PAUL | MN | 55104 | NONE | 501(C)(3) | PLEDGE CAPITAL CAMPAIGN | $5,000 | |
| WOMENS'S FOUNDATION OF MINNESOTA | ||||||||
| 155 FIFTH AVENUE SOUTH STE 500 | MINNEAPOLIS | MN | 554012549 | NONE | 501(C)(3) | PLEDGE CAPITAL CAMPAIGN | $10,000 | |
| 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 | 250000 | 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 | $247,201 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $809 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$426,505 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$178,495 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -178495 | 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 | $12,400 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 12400 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTROLLED FOREIGN PARTNERSHIP REPORTING | Identifier |
| Explanation | FROM THE FOUNDATION'S INVESTMENT IN COMMON SENSE PARTNERS II, IT RECEIVED THE FOLLOWING INFORMATION FOR INCLUSION IN THE 2010 TAX RETURN:THE TAXPAYER WAS REQUIRED TO FILE FORM 8865, BUT IS NOT DOING SO UNDER THECONSTRUCTIVE OWNERS EXCEPTION. THE TAXPAYER HAS AN INDIRECT INTEREST IN THEFOLLOWING ENTITY WHICH FILED FORM 8865: PENINSULA FUND, LP 1229 BURLINGAME AVE., SUITE 205 BURLINGAME, CA 94010THE TAXPAYER WOULD HAVE HAD TO FILE FORM 8865 FOR ITS INDRECT OWNERSHIP IN THE ENTITY LISTED BELOW BUT FOR THIS EXCEPTION. PENINSULA MASTER FUND, LTD C/O MOURANT CAYMAN CORPORATE SERVICES LTD HARBOUR CENTRE, 42 NORTH CHURCH STREET, PO BOX 1348 GRAND CAYMAN, KY1-1108, CAYMAN ISLANDS | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TEMPLETON GLOBAL BOND FUND | 1017063 | 1014298 |
| COMPASS BOND FUND-CORPORATE BONDS | 316016 | 316423 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TCW-GIBSON ADVISED FUND | 181191 | 178233 |
| MORGAN STANLEY INTL EQUITY FD | 0 | 0 |
| TCW CONCENTRATED CORE EQUITY | 1290319 | 1934385 |
| TCW GALILEO SM CAP FUND | 530206 | 776936 |
| TCW VALUE OPPORTUNITY FD, LP | 0 | 0 |
| HARDING LOEVNER | 2500004 | 2506097 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1176028 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1251800 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 150921 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 161984 | 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 | 64893 | 64894 |
| COMMON SENSE PARTNERS II, L.P. | AT COST | 1071988 | 1147272 |
| RIVERBRIDGE SMID | AT COST | 1270938 | 1693036 |
| SPEECE THORSON CAPITAL VALUE FD | AT COST | 1596247 | 2493864 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (12 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADMINISTRATIVE EXP | 44967 | 0 | 44967 |
| DUES & SUBSCRIPTIONS | 695 | 0 | 695 |
| CUSTODY FEES | 746 | 746 | 0 |
| PORTFOLIO EXPENSE | 75264 | 75264 | 0 |
| INVESTMENT MANAGEMENT FEES | 37904 | 37904 | 0 |
| INVESTMENT MANAGEMENT FEES TO 990-T | 0 | -4357 | 0 |
| NONDEDUCTIBLE FROM PASSTHROUGHS | 12 | 0 | 0 |
| INVESTMENT INT EXPENSE | 30755 | 30755 | 0 |
| INVESTMENT INT EXPENSE TO 990-T | 0 | -3835 | 0 |
| OTHER PORTFOLIO LOSSES | 7393 | 7393 | 0 |
| FEDERAL INCOME TAX | 2800 | 0 | 0 |
| STATE INCOME TAX | 940 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ORD INC-PARTNERSHIP | 94 | 94 | 94 |
| SECT 1231 GAINS-PARTNERSHIP | 1495 | 1495 | 1495 |
| SECT 1256 GAINS-PARTNERSHIP | -267 | -267 | -267 |
| SETTLEMENT CLEARING | -507 | -507 | -507 |
| COMMON SENSE PY K-1 ADJ | -6 | -6 | -6 |
| EXCLUDE UNRELATED BUSINESS INCOME ON FORM 990-T | -3502 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | Category |
| Amount | $4,543 | Amount |
| Net Investment Income | 4543 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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