JAMES & PAULA TANKENOFF FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & PAULA TANKENOFF FOUNDATION (EIN 41-1961022)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201111339349101906
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T14:43:19-04:00 | 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 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 US BANK PLAZA N 200 S 6TH ST | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554021459 | 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 | 411961022 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & PAULA TANKENOFF FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 9529441222 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13991 TRIBAL TRAIL | AddressLine1 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES TANKENOFF | Name |
| Title | PRESIDENT | Title |
| Phone | 9529441222 | Phone |
| Date Signed | 2011-04-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACY RUBSAM | Name |
| Phone | 6123320001 | 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 | 210251 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1179 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1179 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4405 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4405 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3800 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 69353 | GrossSalesPrice |
| Total Revenue And Expenses | 1784 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5584 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 25 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 25 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1650 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 367 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 1240 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1240 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3282 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2915 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 15987 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 15987 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 19269 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 18902 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -17485 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5584 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 6416 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4238 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4238 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 540 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 173 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 173 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 200486 | InvestmentsOtherBOY |
| Investments Other EOY | 185546 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 205840 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 207442 | TotalAssetsBOY |
| Total Assets EOY | 189957 | TotalAssetsEOY |
| Total Assets EOYFMV | 210251 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 207442 | RetainedEarningsBOY |
| Retained Earnings EOY | 189957 | RetainedEarningsEOY |
| Total Net Assets BOY | 207442 | TotalNetAssetsBOY |
| Total Net Assets EOY | 189957 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 207442 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 189957 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 207442 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -17485 | ExcessOfRevenueOverExpenses |
| Subtotal | 189957 | Subtotal |
| Total Net Assets Fund Balances EOY | 189957 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| ALLY BANK C.D. | 2009-10-09 | 2010-07-21 | 15000 | 15000 | 0 | ||
| CALAMOS CONVERTIBLE FUND | 2010-04-27 | 2010-12-02 | 895 | 865 | 30 | 30 | |
| DELAWARE EMERGING MARKETS | 2010-04-27 | 2010-12-02 | 543 | 485 | 58 | 58 | |
| TIMES SQUARE MID CAP GROWTH | 2009-10-29 | 2010-04-27 | 1677 | 1431 | 246 | 246 | |
| ALLIANZ NFJ DIVIDEND VALUE | 2009-01-06 | 2010-04-27 | 3221 | 2993 | 228 | 228 | |
| AMERICAN BEACON INTL EQUITY | 2006-05-03 | 2010-12-02 | 591 | 862 | -271 | -271 | |
| DAVIS NEW YORK VENTURE FUND | 2008-05-02 | 2010-04-27 | 19095 | 23187 | -4092 | -4092 | |
| AMERICAN EUROPACIFIC GROWTH | 2007-12-28 | 2010-12-02 | 753 | 915 | -162 | -162 | |
| GOLDMAN SACHS MID CAP VALUE | 2008-12-30 | 2010-04-27 | 1547 | 1017 | 530 | 530 | |
| GOLDMAN SACHS SMALL VALUE IS | 2006-05-30 | 2010-04-27 | 4462 | 5340 | -878 | -878 | |
| HARBOR CAPITAL APPRECIATION | 2008-06-18 | 2010-04-27 | 13613 | 13308 | 305 | 305 | |
| LOOMIS SAYLES GLOBAL BOND FUND | 2008-06-18 | 2010-12-02 | 447 | 431 | 16 | 16 | |
| TIMES SQUARE MID CAP GROWTH | 2009-10-29 | 2010-12-02 | 318 | 253 | 65 | 65 | |
| MORGAN STANLEY INSTL SMALL CO | 2007-02-05 | 2010-04-27 | 5108 | 5794 | -686 | -686 | |
| PIMCO FOREIGN BOND INSTL | 2008-06-18 | 2010-12-02 | 541 | 510 | 31 | 31 | |
| PIMCO REAL RETURN FUND | 2009-06-12 | 2010-12-02 | 533 | 473 | 60 | 60 | |
| RIDGEWORTH LARGE CAP CORE EQ | 2008-06-18 | 2010-12-02 | 268 | 289 | -21 | -21 | |
| CAPITAL GAIN DIVIDENDS | 741 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3800 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 29544 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 196564 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.150302 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 29322 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 238388 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.123001 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 27348 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 286229 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.095546 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 52466 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 310417 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.169018 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 50731 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 263295 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.192677 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.730544 | TotalDistributionRatio |
| Average Distribution Ratio | 0.146109 | AverageDistributionRatio |
| Net Noncharitable Assets | 204710 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 29910 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 56 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 29966 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 18902 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 112 | InvestmentIncomeExciseTax |
| Subtotal | 112 | Subtotal |
| Tax Based On Investment Income | 112 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 285 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 285 | TotalCreditsAndPayments |
| Overpayment | 173 | Overpayment |
| Amount Credited To Next Year | 173 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES TANKENOFF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9529441222 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13991 TRIBAL TRAIL | AddressLine1 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JAMES TANKENOFF | ||||||
| 13991 TRIBAL TRAIL | MINNETONKA | MN | 55305 | PRESIDENT | 0 | 0 |
| JAMES TANKENOFF | ||||||
| 13991 TRIBAL TRAIL | MINNETONKA | MN | 55305 | CFO AND DIRECTOR | 0 | 0 |
| PAULA TANKENOFF | ||||||
| 13991 TRIBAL TRAIL | MINNETONKA | MN | 55305 | VICE PRESIDENT | 0 | 0 |
| PAULA TANKENOFF | ||||||
| 13991 TRIBAL TRAIL | MINNETONKA | MN | 55305 | SECRETARY | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 118085 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 89742 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 207827 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 207827 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3117 | CashDeemedCharitable |
| Net Noncharitable Assets | 204710 | NetNoncharitableAssets |
| Minimum Investment Return | 10236 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 10236 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 112 | TaxBasedOnInvestmentIncome |
| Total Tax | 112 | TotalTax |
| Distributable Amount Before Adj | 10124 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 10124 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 10124 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 18902 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 18902 | QualifyingDistributions |
| Adj Qualifying Distributions | 18902 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 10124 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 38020 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 37136 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 13425 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 17403 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 19831 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 125815 | TotalExcessDistriCarryover |
| Qualifying Distributions | 18902 | QualifyingDistributions |
| Applied To Current Year | 10124 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 8778 | RemainingDistriFromCorpus |
| Total Corpus | 134593 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 38020 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 96573 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 37136 | ExcessFromYear4 |
| Excess From Year3 | 13425 | ExcessFromYear3 |
| Excess From Year2 | 17403 | ExcessFromYear2 |
| Excess From Year1 | 19831 | ExcessFromYear1 |
| Excess From Current Year | 8778 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| JOINT DISTRIBUTION COMMITTEE | ||||||
| 132 EAST 43RD STREET | NEW YORK | NY | 10017 | HUMANITARIAN ASSISTANCE | $200 | |
| JEWISH FAMILY CHILDRENS SERVICES | ||||||
| 13100 WAYZATA BLVD SUITE 400 | MINNETONKA | MN | 55305 | HUMANITARIAN ASSISTANCE | $5,375 | |
| JUVENILE DIABETES RESEARCH | ||||||
| 9400 N CENTRAL EXPRESSWAY 1201 | DALLAS | TX | 75231 | PUBLIC CHARITY | $50 | |
| UNITED STATES HOLOCAUST MUSEUM | ||||||
| 5925 FOREST LANE | DALLAS | TX | 75230 | CHARITY | $100 | |
| SUSAN G KOMEN TWIN CITIES RACE FOR THE CURE | ||||||
| 301 SOUTH AVENUE | BLOOMINGTON | MN | 55425 | PUBLIC CHARITY | $250 | MALL OF AMERICA |
| PAUL ADELMAN GOLF CLASSIC | ||||||
| 2910 CENTRE POINTE DRIVE | ROSEVILLE | MN | 55113 | HUMANITARIAN ASSISTANCE CHILDREN WITH DISABILITIES | $100 | |
| CREATE A MEMORY FOUNDATION | ||||||
| 80 SOUTH 8TH STREET SUITE 3901 | MINNEAPOLIS | MN | 55402 | HUMANITARIAN ASSISTANCE | $100 | |
| SHOLOM COMMUNITY ALLIANCE | ||||||
| 3620 PHILLIPS PARKWAY | MINNEAPOLIS | MN | 55426 | HUMANITARIAN ASSISTANCE | $750 | |
| SHOLOM FOUNDATION | ||||||
| 3620 PHILLIPS PARKWAY | MINNEAPOLIS | MN | 55426 | HUMANITARIAN ASSISTANCE | $100 | |
| MINNEAPOLIS JEWISH FEDERATION | ||||||
| 13100 WAYZATA BLVD 200 | MINNETONKA | MN | 55345 | HUMANITARIAN ASSISTANCE | $225 | |
| ALSTHERAPY DEVELOPMENT INSTITUTE | ||||||
| 215 FIRST STREET 2ND FLOOR | CAMBRIDGE | MA | 02142 | PUBLIC CHARITY | $100 | |
| TEMPLE ISRAEL | ||||||
| 2324 EMERSON AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | CHARITY | $2,537 | |
| PHILIPS EYE INSTITUTE FOUNDATION | ||||||
| 2215 PARK AVENUE SUITE 202 | MINNEAPOLIS | MN | 55404 | CHARITY | $100 | |
| MINNEAPOLIS JEWISH FEDERATION | ||||||
| 13100 WAYZATA BLVD 200 | MINNEAPOLIS | MN | 55345 | PUBLIC CHARITY | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 15987 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,179 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,405 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -3800 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,584 | ExclusionAmount |
| Related Or Exempt Function Income | -3800 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1784 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,650 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TRUST POINT INC INVESTMENTS | CategoryOrItem |
| Book Value | 185546 | BookValue |
| EOYFMV | 205840 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEES | Description |
| Revenue And Expenses Per Books | 1240 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX EXPENSES | Category |
| Amount | $367 | Amount |
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