JOHN AND MARGIE WIEHOFF FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND MARGIE WIEHOFF FOUNDATION (EIN 20-5412977)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201121339349101017
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T10:22:08-05:00 | 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 | DORSEY & WHITNEY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 S 6TH ST STE 1500 | 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 | 205412977 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND MARGIE WIEHOFF FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 6123438278 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CLAIRE H TOPP 50 S SIXTH ST NO | AddressLine1 |
| Address Line2 | 1500 | AddressLine2 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554021498 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN P WIEHOFF | Name |
| Title | SECRETARY, TREASURER | Title |
| Phone | 6123438278 | Phone |
| Date Signed | 2011-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEAN D BARR | Name |
| Phone | 6123402600 | 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 | 3723925 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1331800 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 52390 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 52390 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1275161 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1442279 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1275161 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2659351 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1327551 | 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 |
| Other Prof Fees Rev And Expnss | 25664 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 25664 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 18008 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 158 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 25 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 43830 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 25664 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 25 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 130000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 130000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 173830 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 25664 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 130025 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2485521 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1301887 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 393450 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 513502 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 513502 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1634468 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2377048 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2507384 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 400225 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 705209 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 703039 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2428143 | TotalAssetsBOY |
| Total Assets EOY | 3595759 | TotalAssetsEOY |
| Total Assets EOYFMV | 3723925 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2428143 | RetainedEarningsBOY |
| Retained Earnings EOY | 3595759 | RetainedEarningsEOY |
| Total Net Assets BOY | 2428143 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3595759 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2428143 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3595759 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2428143 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2485521 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4913664 | Subtotal |
| Other Decreases | 1317905 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3595759 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 1442279 | GrossSalesPrice |
| Cost Or Other Basis | 167118 | CostOrOtherBasis |
| Gain Or Loss | 1275161 | GainOrLoss |
| Gains Minus Excess Or Losses | 1275161 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1275161 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 94662 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1682750 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056254 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 59610 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1832156 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.032535 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 14568 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1123226 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.012970 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 299147 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.101759 | TotalDistributionRatio |
| Average Distribution Ratio | 0.025440 | AverageDistributionRatio |
| Net Noncharitable Assets | 2726329 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 69358 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 13019 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 82377 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 130025 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 13019 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 13019 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 13019 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13170 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 13170 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 56 | PenaltyForUnderpayment |
| Overpayment | 95 | Overpayment |
| Amount Credited To Next Year | 95 | 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 | 0 | 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 | DORSEY WHITNEY TRUST COMPANY LLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6053366832 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST EIGTH STREET SUITE 319 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57103 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET G WIEHOFF | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | PRESIDENT | 0.25 | 0 | 0 | 0 |
| JOHN P WIEHOFF | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | SECRETARY, TREASURER | 0.25 | 0 | 0 | 0 |
| RACHEL M WIEHOFF | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| THERESA JWIEHOFF | ||||||||
| 27820 ISLAND VIEW ROAD | SHOREWOOD | MN | 55331 | DIRECTOR | 0.25 | 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 | 2248569 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 519278 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2767847 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2767847 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 41518 | CashDeemedCharitable |
| Net Noncharitable Assets | 2726329 | NetNoncharitableAssets |
| Minimum Investment Return | 136316 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 136316 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 13019 | TaxBasedOnInvestmentIncome |
| Total Tax | 13019 | TotalTax |
| Distributable Amount Before Adj | 123297 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 123297 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 123297 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 130025 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 130025 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 13019 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 117006 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 123297 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 30747 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 130025 | QualifyingDistributions |
| Applied To Year1 | 30747 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 99278 | 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 | 24019 | 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) |
|---|---|---|
| Contributing Manager | MARGARET G WIEHOFF | ContributingManager |
| Contributing Manager | JOHN P WIEHOFF | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HOLY FAMILY CATHOLIC HIGH SCHOOL | |||||||
| 8101 KOCHIA LANE | VICTORIA | MN | 55386 | N/A | PUBLIC CHARITY | SUPPORT FOR THE HOLY FAMILY FUND | $20,000 |
| ST HUBERT'S CATHOLIC CHURCH | |||||||
| 8201 MAIN STREET | CHANHASSEN | MN | 55317 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $5,000 |
| ST JOHN'S UNIVERSITY | |||||||
| PO BOX 7222 | COLLEGEVILLE | MN | 56321 | N/A | PUBLIC CHARITY | FUNDING FOR THE ONE GENERATION TO THE NEXT CAMPAIGN | $10,000 |
| THE ALS ASSOCIATION MN CHAPTER | |||||||
| 333 N WASHINGTON AVE STE 150 | MINNEAPOLIS | MN | 55401 | N/A | PUBLIC CHARITY | TO SUPPORT PATIENT SERVICES, COMMUNITY EDUCATION AND | $50,000 |
| THE COLLEGE OF ST BENEDICT | |||||||
| 37 SOUTH COLLEGE AVENUE | ST JOSEPH | MN | 56374 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $5,000 |
| THE UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 465565612 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 |
| ST FRANCIS XAVIER CATHOLIC COMMUNITY | |||||||
| 308 2ND STREET NORTH | SARTELL | MN | 563771719 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $25,000 |
| CATHOLIC CHARITIES | |||||||
| 1200 2ND AVE S | MINNEAPOLIS | MN | 554032500 | N/A | PUBLIC CHARITY | GENERAL OPERATING FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 130000 | 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 | $52,390 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,275,161 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,327,551 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1327551 | 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 Individual | JOHN AND MARGIE WIEHOFF | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27820 ISLAND VIEW ROAD | AddressLine1 |
| City | SHOREWOOD | City |
| State | MN | State |
| ZIP Code | 55331 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1331800 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 20,000 SHARES OF CH ROBINSON STOCK | NoncashPropertyDescription |
| Fair Market Value | 1331800 | FairMarketValue |
| Date Received | 2010-08-10 | DateReceived |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (12 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FHLMC 11/25/14 | 0 | 0 |
| FFCB 3/24/16 | 0 | 0 |
| HSBC FIN CORP MTN 6/15/10 | 0 | 0 |
| FNMA 5/24/13 | 150240 | 149944 |
| FNMA 11/17/14 | 149850 | 147472 |
| FHLMC MTN 10/15/15 | 100000 | 100628 |
| NATL RURAL UTIL MTN 12/15/12 | 50000 | 53051 |
| HARTFORD LIFE IN MTN 6/15/13 | 0 | 0 |
| FRANKLIN RESOURCES 5/20/13 | 102519 | 101349 |
| METLIFE INC 2/6/14 | 102600 | 100475 |
| FHLB 06/30/15 | 0 | 0 |
| DOW CHEMICAL CO MTN 08/15/13 | 50000 | 50120 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (38 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BAXTER INTERNATIONAL INC | 73225 | 75930 |
| BEMIS CO | 59129 | 65320 |
| CORNING INC | 65643 | 67620 |
| ECOLAB INC COM | 44174 | 50420 |
| ELI LILLY & CO | 51723 | 35040 |
| EMERSON ELECTRIC | 43226 | 57170 |
| FISERV INC | 74686 | 87840 |
| G & K SVCS INC CL A | 37246 | 30910 |
| GENERAL ELECTRIC CORP | 100605 | 82305 |
| GENERAL MLS INC | 58950 | 71180 |
| GRACO INC | 55817 | 59175 |
| HOME DEPOT INC | 77797 | 87650 |
| HONEYWELL INTERNATIONAL INC | 57565 | 79740 |
| HORMEL FOODS CORP | 35824 | 51260 |
| INTEL CORP | 30625 | 42060 |
| JOHNSON & JOHNSON | 73590 | 74220 |
| KIMBERLY-CLARK CORP | 65577 | 63040 |
| MEDTRONIC INC | 104448 | 92725 |
| PATTERSON COS INC | 61391 | 61260 |
| PENTAIR INC | 66149 | 73020 |
| PFIZER INC | 53622 | 43775 |
| PRINCIPAL FINANCIAL GROUP | 79349 | 65120 |
| ST JUDE MED INC | 54103 | 64125 |
| TARGET CORP | 81727 | 90196 |
| TCF FINANCIAL | 48424 | 37025 |
| TECHNE CORP | 43488 | 45969 |
| US BANCORP | 97079 | 94395 |
| VALSPAR CORP | 46141 | 68960 |
| WELLS FARGO & CO | 87730 | 92970 |
| WESTERN UNION CO | 58532 | 55710 |
| ZIMMER HLDGS INC | 89482 | 80520 |
| 3M CO | 80833 | 86300 |
| BP PLC SPONS ADR | 100076 | 88340 |
| SCHLUMBERGER LTD | 46684 | 83500 |
| AMERICAN EXPRESS CO | 51537 | 51504 |
| DISNEY WALT CO NEW | 32710 | 37510 |
| FASTENAL CO | 38751 | 59910 |
| VERIZON COMMUNICATIONS | 49390 | 53670 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STOCK BASIS ADJ (DONOR BASIS VS. FMV) | $1,317,000 |
| PRIOR YEAR BASIS ADJUSTMENT | $905 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MN ATTORNEY GENERAL | 25 | 0 | 25 |
| OTHER | 133 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DORSEY & WHITNEY TRUST COMPANY LLC | Category |
| Amount | $25,664 | Amount |
| Net Investment Income | 25664 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $18,008 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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