RICHARD AND DIANE COHEN FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD AND DIANE COHEN FAMILY FOUNDATION (EIN 41-1793403)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-07
- IRS object ID
- 201143119349100004
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-07T09:23:04-06:00 | 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 | LEHRMAN FLOM & CO PLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HIGHWAY 169 SOUTH SUITE 820 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554261204 | 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 | 411793403 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RICHARD AND DIANE COHEN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RICH | NameControl |
| Phone | 9525457170 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HIGHWAY 169 SOUTH SUITE 820 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55426 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD COHEN | Name |
| Title | TREASURER | Title |
| Phone | 9525457170 | Phone |
| Date Signed | 2011-10-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN EXLEY | Name |
| Phone | 9525465306 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 723276 | 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 |
| Interest On Savings Rev And Expnss | 9137 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9135 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 13118 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12926 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 14484 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 235223 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 14484 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 36739 | TotalRevenueAndExpenses |
| Total Net Investment Income | 36545 | 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 |
| Taxes Rev And Expnss | 281 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 281 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5658 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5658 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5939 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5939 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 79653 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 79653 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 85592 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5939 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 79653 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -48853 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 30606 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 23950 | CashBOY |
| Cash EOY | 28456 | CashEOY |
| Cash EOYFMV | 28456 | CashEOYFMV |
| Prepaid Expenses BOY | 580 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 440 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 440 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 136968 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 136879 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 168233 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 364104 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 391627 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 499227 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 26101 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 26101 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 26920 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 80653 | InvestmentsOtherBOY |
| Investments Other EOY | 0 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 632356 | TotalAssetsBOY |
| Total Assets EOY | 583503 | TotalAssetsEOY |
| Total Assets EOYFMV | 723276 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 794164 | CapitalStockBOY |
| Capital Stock EOY | 794164 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -161808 | RetainedEarningsBOY |
| Retained Earnings EOY | -210661 | RetainedEarningsEOY |
| Total Net Assets BOY | 632356 | TotalNetAssetsBOY |
| Total Net Assets EOY | 583503 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 632356 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 583503 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 632356 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -48853 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 583503 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 583503 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT SCH - ST | P | 91183 | 80682 | 10501 | 10501 |
| FIDELITY INVESTMENT SCH - LT | P | 62898 | 59015 | 3883 | 3883 |
| FIDELITY INVESTMENT SCH - RETURN OF PRIN | P | 89 | 89 | 0 | 0 |
| FIDELITY INVESTMENT SCH - MUTUAL FUND | P | 80953 | 80953 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 100 | 100 | 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 14484 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 103652 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 703526 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.147332 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 39865 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 840348 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047439 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 76997 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 964947 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.079794 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 109592 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 968844 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.113116 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 81869 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1009625 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.081089 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.468770 | TotalDistributionRatio |
| Average Distribution Ratio | 0.093754 | AverageDistributionRatio |
| Net Noncharitable Assets | 711265 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 66684 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 306 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 66990 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 79653 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 306 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 306 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 306 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 440 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 440 | TotalCreditsAndPayments |
| Overpayment | 134 | Overpayment |
| Amount Credited To Next Year | 134 | 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 | RICHARD COHEN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9525457170 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9803 ENCLAVE DRIVE | AddressLine1 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DIANE COHEN | ||||||||
| 9803 ENCLAVE DRIVE | MINNETONKA | MN | 55305 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| RICHARD COHEN | ||||||||
| 9803 ENCLAVE DRIVE | MINNETONKA | MN | 55305 | TREASURER | 0.00 | 0 | 0 | 0 |
| NEIL SELL | ||||||||
| 3300 NORWEST CENTER | MINNEAPOLIS | MN | 55402 | SECRETARY | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 693862 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 28234 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 722096 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 722096 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10831 | CashDeemedCharitable |
| Net Noncharitable Assets | 711265 | NetNoncharitableAssets |
| Minimum Investment Return | 35563 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 35563 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 306 | TaxBasedOnInvestmentIncome |
| Total Tax | 306 | TotalTax |
| Distributable Amount Before Adj | 35257 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 35257 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 35257 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 79653 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 79653 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 306 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 79347 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 35257 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 32340 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 62014 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 29708 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 68756 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 192818 | TotalExcessDistriCarryover |
| Qualifying Distributions | 79653 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 35257 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 44396 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 237214 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 32340 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 204874 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 62014 | ExcessFromYear4 |
| Excess From Year3 | 29708 | ExcessFromYear3 |
| Excess From Year1 | 68756 | ExcessFromYear1 |
| Excess From Current Year | 44396 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE COHEN | ContributingManager |
| Contributing Manager | RICHARD COHEN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADATH JESHURN | |||||||
| 10500 WEST HILLSIDE LANE | MINNEAPOLIS | MN | 55305 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $4,320 |
| CHURCH OF ASCENSION | |||||||
| 972 PAYNE AVE | ST PAUL | MN | 55130 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $7,200 |
| BETH EL SYNAGOGUE | |||||||
| 5224 W 26TH ST | ST LOUIS PARK | MN | 55416 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $18,000 |
| JEWISH FAMILY & CHILD SERVICES | |||||||
| 13100 WAYZATA BLVD | HOPKINS | MN | 55305 | NONE | GENERAL | OPERATIONS | $1,800 |
| MINNEAPOLIS JEWISH FEDERATION | |||||||
| 13100 WAYZATA BLVD SUITE 200 | MINNETONKA | MN | 55305 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $32,500 |
| TEMPLE ISRAEL | |||||||
| 2324 EMERSON AVE S | MINNEAPOLIS | MN | 55405 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $3,873 |
| SECOND HARVEST | |||||||
| 1140 GERVAIS AVE | ST PAUL | MN | 55109 | NONE | GENERAL | OPERATIONS | $2,160 |
| MS SOCIETY OF MN | |||||||
| 200 12TH AVE S | MINNEAPOLIS | MN | 55415 | NONE | GENERAL | OPERATIONS | $150 |
| HERZL CAMP | |||||||
| 7204 WEST 27TH STREET SUITE 226 | ST LOUIS PARK | MN | 55426 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $5,000 |
| PALM SPRINGS JEWISH FEDERATION | |||||||
| 255 E EL CIELO RD | PALM SPRINGS | CA | 92262 | NONE | RELIGIOUS INSTITUTIO | OPERATIONS | $1,800 |
| ALZHEIMERS ASSN | |||||||
| 4550 W 77TH ST SUITE 200 | MINNEAPOLIS | MN | 55435 | NONE | GENERAL | OPERATIONS | $1,000 |
| SPIRIT OF ASIA | |||||||
| 2728 E 36TH ST | MINNEAPOLIS | MN | 55406 | NONE | GENERAL | OPERATIONS | $1,550 |
| PAUL ADELMAN ENDOWMENT FUND | |||||||
| 13100 WAYZATA BLVD | MINNETONKA | MN | 55305 | NONE | GENERAL | OPERATIONS | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 79653 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,137 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,118 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $14,484 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $36,739 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 36739 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 26101 | EOYBookValue |
| EOYFMV | 26920 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCKS | NameOfStock |
| EOY Book Value | 391627 | EOYBookValue |
| EOYFMV | 499227 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 136879 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 168233 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 0 | BookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 5658 | RevenueAndExpensesPerBooks |
| Net Investment Income | 5658 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MINNESOTA FEE | $25 | 25 | 0 |
| FOREIGN TAXES | $116 | 116 | 0 |
| EXCISE TAX | $140 | 140 | 0 |
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