GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION: Form 990, tax year 2025
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- Organization
- GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION (EIN 47-3487091)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-23
- IRS object ID
- 202610829349301016
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-23T09:55:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463220328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKINS HENKE AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 INWOOD AVENUE NORTH SUITE 140 | AddressLine1Txt |
| City | OAKDALE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473487091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER WHITE BEAR LAKE COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 6514085412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10626 | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVE SWANSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6514085412 | PhoneNum |
| Signature | 2026-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA M AKINS | PreparerPersonNm |
| PTIN | P00950359 | PTIN |
| Phone | 6516363806 | PhoneNum |
| Preparation | 2026-03-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVE SWANSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10626 | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,392,414 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GWBLCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $528,612 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,420 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,600 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,800 | CYProgramServiceRevenueAmt |
| PY Investment Income | $743,962 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,311 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,077 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,290,097 | PYTotalRevenueAmt |
| CY Total Revenue | $73,531 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $274,597 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,969,062 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,058 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $164,708 | PYOtherExpensesAmt |
| CY Other Expenses | $25,498 | CYOtherExpensesAmt |
| PY Total Expenses | $439,305 | PYTotalExpensesAmt |
| CY Total Expenses | $4,994,560 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $850,792 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,921,029 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,150,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,355 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $240,818 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,910,080 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,355 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $3,800 | ExpenseAmt |
| Grant | $3,800 | GrantAmt |
| Desc | DURING 2025, THE ORGANIZATION DISTRIBUTED 9 GRANTS TOTALING $3,800 FROM DONOR ADVISED FUNDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,965,262 | ExpenseAmt |
| Grant | $4,965,262 | GrantAmt |
| Desc | DURING 2025, THE ORGANIZATION TRANSFERED FUND BALANCES RELATED TO ENDOWMENT FUNDS, DONOR ADVISED FUNDS, AND DESIGNATED FUNDS OF $4,965,262 TO COMMUNITYGIVING, A 501(C)(3) ORGANIZATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,432 | ExpenseAmt |
| Revenue | $21,800 | RevenueAmt |
| Desc | THE LEADERSHIP TOMORROW SERIES IS A PROGRAM TO CREATE A NEW GENERATION OF COMMUNITY LEADERS. SELECTED PARTICIPANTS ATTEND MONTHLY PROGRAMS FOR 10 MONTHS OF THE YEAR TO LEARN LEADERSHIP CONCEPTS AND SKILLS AND TO BECOME AWARE OF COMMUNITY ISSUES AND RESOURCES. THERE WERE 22 PARTICIPANTS IN THE PROGRAM IN 2025. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,974,494 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEREDITH ST PIERRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6514085412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10626 | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KEVIN HINIKER | ||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CATHY WEYERHAEUSER | ||||||
| VICE-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LISA HINIKER POCRNICH | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE SWANSON | ||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BEV DRISCOLL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM FOUSSARD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY MADORE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SATHER | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA WHITNEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIM TORGERSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK DUEA | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM FISCHER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLIE ANDERSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN DONOVAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PHOEBE LEONARD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $20,420 | AllOtherContributionsAmt |
| Noncash Contributions | $20,067 | NoncashContributionsAmt |
| Total Contributions | $20,420 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $21,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,800 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,800 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,364 | TotalRevenueColumnAmt |
| Exclusion | $5,364 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,344,830 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,318,883 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,947 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,947 | TotalRevenueColumnAmt |
| Exclusion | $25,947 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,531 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,800 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,311 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,969,062 | TotalAmt |
| Program Services | $4,969,062 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,523 | TotalAmt |
| Management And General | $9,523 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,656 | TotalAmt |
| Management And General | $4,656 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,750 | TotalAmt |
| Program Services | $1,750 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361 | TotalAmt |
| Fundraising | $361 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,481 | TotalAmt |
| Program Services | $3,392 | ProgramServicesAmt |
| Management And General | $3,392 | ManagementAndGeneralAmt |
| Fundraising | $1,697 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290 | TotalAmt |
| Program Services | $290 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384 | TotalAmt |
| Management And General | $384 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $53 | TotalAmt |
| Management And General | $53 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,994,560 | TotalAmt |
| Program Services | $4,974,494 | ProgramServicesAmt |
| Management And General | $18,008 | ManagementAndGeneralAmt |
| Fundraising | $2,058 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,693 | BOYAmt |
| EOY | $26,355 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,746 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,405,459 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,150,898 | BOYAmt |
| EOY | $26,355 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,685 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,818 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,597,978 | BOYAmt |
| EOY | $26,355 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,312,102 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,910,080 | BOYAmt |
| EOY | $26,355 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,150,898 | BOYAmt |
| EOY | $26,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,921,029 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,304 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $852,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $518,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $389,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $528,612 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,420 | CurrentTaxYearAmt |
| Total | $2,310,408 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $17,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,800 | CurrentTaxYearAmt |
| Total | $76,400 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $852,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $536,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $406,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $549,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,220 | CurrentTaxYearAmt |
| Total | $2,386,808 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,894 | CurrentTaxYearMinus1YearAmt |
| Total | $216,076 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,894 | CurrentTaxYearMinus1YearAmt |
| Total | $216,076 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,170,732 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,364 | CurrentTaxYearAmt |
| Total | $410,147 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,364 | CurrentTaxYearAmt |
| Total | $410,147 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,857 | CurrentTaxYearMinus1YearAmt |
| Total | $7,397 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $902,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $612,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $536,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $705,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,584 | CurrentTaxYearAmt |
| Total | $2,804,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.79620 | PublicSupportPY509Pct |
| Investment Income CY | 0.14630 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11830 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 0 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $20,067 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,802,011 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,320 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $0 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,310,102 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,150 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,336,252 | GrantsOrScholarshipsAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,193,488 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $162,391 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $20,777 | AdministrativeExpensesAmt |
| End Year Balance | $1,310,102 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,033,991 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $170,748 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,251 | AdministrativeExpensesAmt |
| End Year Balance | $1,193,488 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,258,345 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$176,219 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,635 | AdministrativeExpensesAmt |
| End Year Balance | $1,033,991 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,183,630 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $122,448 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,233 | AdministrativeExpensesAmt |
| End Year Balance | $1,258,345 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION HELD FUNDS AS NONPROFIT ENDOWMENTS AND AS A FISCAL SPONSOR. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS FOR THESE FUNDS. THESE FUNDS WERE TRANSFERRED TO COMMUNITYGIVING IN 2025. |
| PART V, LINE 4: | THE ENDOWMENT'S INVESTMENT INCOME NET OF INVESTMENT EXPENSES ON THE PRINCIPAL IS TO BE USED TO MEET THE FUTURE CHARITABLE NEEDS OF THE GREATER WHITE BEAR LAKE AREA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITYGIVING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 7TH AVENUE S SUITE 100 | AddressLine1Txt |
| City | ST CLOUD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 363412544 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $4,965,262 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | CONTINUE THE MISSION OF GWBLCF | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES RECEIVING COMMUNITY PARTNERS FUND GRANTS ARE REQUIRED TO SUBMIT A FINAL REPORT OF THEIR GRANT ACTIVITIES AND EXPENDITURES. REPORTS ARE REVEIWED BY THE GRANTS COMMITTEE. | ExplanationTxt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (7 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITYGIVING | |||||||||
| FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION | 2025-01-31 | $4,258,442 | BOOK VALUE | 363412544 | 101 7TH AVE S SUITE 100 | ST CLOUD | MN | 56301 | 501(C)(3) |
| COMMUNITYGIVING | |||||||||
| FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION | 2025-02-03 | $140,000 | BOOK VALUE | 363412544 | 101 7TH AVE S SUITE 100 | ST CLOUD | MN | 56301 | 501(C)(3) |
| COMMUNITYGIVING | |||||||||
| FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION | 2025-02-19 | $2,638 | BOOK VALUE | 363412544 | 101 7TH AVE S SUITE 100 | ST CLOUD | MN | 56301 | 501(C)(3) |
| COMMUNITYGIVING | |||||||||
| FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION | 2025-02-21 | $130 | BOOK VALUE | 363412544 | 101 7TH AVE S SUITE 100 | ST CLOUD | MN | 56301 | 501(C)(3) |
| COMMUNITYGIVING | |||||||||
| FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION | 2025-03-28 | $3,958 | BOOK VALUE | 363412544 | 101 7TH AVE S SUITE 100 | ST CLOUD | MN | 56301 | 501(C)(3) |
| COMMUNITYGIVING | |||||||||
| FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION | 2025-06-13 | $260,816 | BOOK VALUE | 363412544 | 101 7TH AVE S SUITE 100 | ST CLOUD | MN | 56301 | 501(C)(3) |
| COMMUNITYGIVING | |||||||||
| FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION | 2025-02-25 | $299,278 | BOOK VALUE | 363412544 | 101 7TH AVE S SUITE 100 | ST CLOUD | MN | 56301 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 2E: | FormAndLineReferenceDesc |
| Explanation | PERSON(S) INVOLVED: TIM TORGERSON, FORMER BOARD MEMBER OF GWBLCF, BECAME A BOARD MEMBER OF COMMUNITY GIVING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | ON AUGUST 15, 2024, THE ORGANIZATION'S BOARD OF DIRECTORS APPROVED AN AGREEMENT DATED JULY 18, 2024 WITH COMMUNITYGIVING, A MINNESOTA NONPROFIT CORPORATION, ESTABLISHING GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION AS A SEPARATE OPERATING DIVISION OF COMMUNITYGIVING. THROUGH THE PHILANTHROPIC AND OPERATIONAL SUPPORT OF COMMUNITYGIVING, GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION WILL CONTINUE THEIR PURPOSE OF SERVING THE GREATER WHITE BEAR LAKE, MINNESOTA AREA AS A COMMUNITY FOUNDATION SEEKING TO ATTRACT AND DEVELOP COMMUNITY AND PHILANTHROPIC ASSETS TO ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES IN THE AREA. |
| FORM 990, PART VI, SECTION A, LINE 2 | LISA POCRNICH AND KEVIN HINIKER HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS AFTER REVIEW BY THE TREASURER. THE BOARD THEN APPROVES THE 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD AND COMMITTEE MEMBERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM WHICH IS PROVIDED TO THE GOVERNANCE COMMITTEE FOR ANY NECESSARY MONITORING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION DID NOT HAVE ANY COMPENSATED OFFICERS, DIRECTORS, MANAGEMENT OFFICIALS, OR KEY EMPLOYEES DURING 2025. THERE WAS NO NEED TO HAVE A PROCESS FOR DETERMING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE FOUNDATION WILL MAKE AVAILABLE A PHYSICAL OR ELECTRONIC COPY OF THE FORM 1023 AND FORM 990 AND SUPPORTING SCHEDULES. |
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