MICHAEL J AND KAREN B FREY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL J AND KAREN B FREY FOUNDATION (EIN 75-3140739)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-05
- IRS object ID
- 202632179349100503
- Schema version
- 2025v4.2
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-05T09:22:26-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920370318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDPATH AND COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ROBERT ST N SUITE 1600 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753140739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J & KAREN B FREY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9524760301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 E SHADY LANE | AddressLine1Txt |
| City | WAYZATA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J FREY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9524760301 | PhoneNum |
| Signature | 2026-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAX E BARLOW | PreparerPersonNm |
| PTIN | P01959439 | PTIN |
| Phone | 6514267000 | PhoneNum |
| Preparation | 2026-07-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,061,707 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $186,326 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $186,326 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,793,877 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,166,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,793,877 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,980,203 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,980,203 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,572 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $756,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $756,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $771,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $758,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,208,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,977,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $390,353 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $1,972,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,972,147 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $3,300 | GrantsReceivableBOYAmt |
| Corporate Stock BOY | $2,323,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,950,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,089,560 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,716,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,922,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,061,707 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,716,662 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,922,243 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,716,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,922,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,716,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,922,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,716,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,208,881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,925,543 | SubtotalAmt |
| Other Decreases | $3,300 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,922,243 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,166,790 | GrossSalesPriceAmt |
| Cost Or Other Basis | $372,913 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,793,877 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,793,877 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,793,877 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,492 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,492 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $407 | EsPenaltyAmt |
| Overpayment | $7,101 | OverpaymentAmt |
| Applied To ES Tax | $7,101 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J AND KAREN B FREY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9524760301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 E SHADY LANE | AddressLine1Txt |
| City | WAYZATA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J FREY | ||||||||
| 745 FERNDALE ROAD NORTH | WAYZATA | MN | 55391 | TREASURER/PRESIDENT | 1.00 | $0 | $0 | $0 |
| KAREN B FREY | ||||||||
| 745 FERNDALE ROAD NORTH | WAYZATA | MN | 55391 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID J FREY | ||||||||
| 745 FERNDALE ROAD NORTH | WAYZATA | MN | 55391 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARA J FREY | ||||||||
| 745 FERNDALE ROAD NORTH | WAYZATA | MN | 55391 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL B FREY | ||||||||
| 745 FERNDALE ROAD NORTH | WAYZATA | MN | 55391 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,683,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,174,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,858,301 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,858,301 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $222,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,635,426 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $731,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $731,771 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,492 | TotalTaxAmt |
| Distributable Before Adj | $704,279 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $704,279 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $704,279 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $758,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $758,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $704,279 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,482 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $40 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $758,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $704,279 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,096 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,618 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,482 | ExcessFromYear4Amt |
| Excess From Year1 | $40 | ExcessFromYear1Amt |
| Excess From Current Year | $54,096 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J FREY | ContributingManagerNm |
| Contributing Manager | KAREN B FREY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPHA NEWS | |||||||
| 13033 RIDGEDALE DRIVE 101 | MINNETONKA | MN | 55305 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BLACK HILLS STATE UNIVERSITY FOUNDATION | |||||||
| 1200 UNIVERSITY STREET UNIT 9506 | SPEARFISH | SD | 577999506 | NONE | PC | BLACK HILLS STATE JACKET RODEO CLUB | $2,000 |
| BREAKTHROUGH T1D | |||||||
| PO BOX 5021 | HAGERSTOWN | MD | 217415021 | NONE | PC | GENERAL SUPPORT | $6,000 |
| CENTER OF THE AMERICAN EXPERIMENT | |||||||
| 12600 WHITEWATER DR STE 150 | MINNETONKA | MN | 55343 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CHRUCH OF ST WILLIAM | |||||||
| 6120 5TH ST NE | FRIDLEY | MN | 55432 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY HOUSING SOLUTIONS | |||||||
| PO BOX 3341 | GREENSBORO | NC | 27402 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COMO FRIENDS | |||||||
| 1225 ESTABROOK DRIVE | SAINT PAUL | MN | 55103 | NONE | PC | GENERAL SUPPORT | $1,500 |
| CROOK COUNTY FAIR | |||||||
| PO BOX 473 | SUNDANCE | WY | 82729 | NONE | GOV | GENERAL SUPPORT | $17,000 |
| CROOK COUNTY FIRE | |||||||
| PO BOX 995 | SUNDANCE | WY | 82729 | NONE | GOV | GENERAL SUPPORT | $25,000 |
| CROOK COUNTY SEARCH AND RESCUE | |||||||
| 309 CLEVELAND ST | SUNDANCE | WY | 82729 | NONE | GOV | GENERAL SUPPORT | $2,500 |
| CROOK COUNTY SHERIFF & DEPUTY ASSOCIATION | |||||||
| 309 CLEVELAND ST | SUNDANCE | WY | 82729 | NONE | GOV | GENERAL SUPPORT | $2,500 |
| FRIENDS OF EDUCATION | |||||||
| 11100 WAYZATA BLVD SUITE 800 | MINNETONKA | MN | 55305 | NONE | PC | GENERAL SUPPORT | $250,000 |
| FRIENDS OF HENNEPIN COUNTY LIBRARY | |||||||
| 300 NICOLLET MALL | MINNEAPOLIS | MN | 55401 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HELPING PAWS INC | |||||||
| 6569 CITY WEST PARKWAY | EDEN PRAIRIE | MN | 55344 | NONE | PC | GENERAL SUPPORT | $500 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOLY ANGELS | |||||||
| 6600 WILKINSON BOULEVARD | BELMONT | NC | 280120710 | NONE | PC | GENERAL SUPPORT | $500 |
| HOPE CHEST FOR BREAST CANCER FOUNDATION | |||||||
| 3850 SHORELINE DRIVE SOUTH | WAYZATA | MN | 55391 | NONE | PC | GENERAL SUPPORT | $1,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $50,000 |
| MINDS MATTER OF THE TWIN CITIES INC | |||||||
| 6483 BEATRICE WAY | CHANHASSEN | MN | 55317 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MINNESOTA VOTERS ALLIANCE | |||||||
| PO BOX 4602 | ST PAUL | MN | 55104 | NONE | PC | GENERAL SUPPORT | $50,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 100173211 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NEWBURYPORT PRESERVATION TRUST INC | |||||||
| PO BOX 184 | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL SUPPORT | $500 |
| PROVIDENCE ACADEMY | |||||||
| 15100 SCHMIDT LAKE ROAD | PLYMOUTH | MN | 55446 | NONE | PC | GENERAL SUPPORT | $70,000 |
| SAINT JOHNS UNIVERSITY | |||||||
| PO BOX 7222 | COLLEGEVILLE | MN | 56321 | NONE | PC | SCHOLZ FAMILY SCHOLARSHIP | $2,500 |
| SAINT PAUL & MINNESOTA FOUNDATION | |||||||
| 370 WABASHA STREET NORTH SUITE 300 | SAINT PAUL | MN | 55102 | NONE | PC | GIVING WOMN COMMUNITY FUND | $10,000 |
| ST BARTHOLOMEW CATHOLIC CHURCH AND SCHOOL | |||||||
| 630 E WAYZATA BLVD | WAYZATA | MN | 55391 | NONE | PC | GENERAL SUPPORT | $4,000 |
| ST DAVID'S CENTER | |||||||
| 3395 PLYMOUTH ROAD | MINNETONKA | MN | 55305 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST JOHN THE BAPTIST CATHOLIC PARISH | |||||||
| 680 MILL ST | EXCELSIOR | MN | 55331 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ST PAUL'S CATHOLIC CHURCH | |||||||
| 805 E OAK ST | SUNDANCE | WY | 82729 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SUNDANCE RODEO CLUB INC | |||||||
| 1687 STATE HIGHWAY 585 | SUNDANCE | WY | 82729 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SWEET PAWS RESCUE | |||||||
| 310 MAIN STREET | GROVELAND | MA | 01834 | NONE | PC | GENERAL SUPPORT | $500 |
| THE BASILLICA LANDMARK | |||||||
| 88 N 17TH ST | MINNEAPOLIS | MN | 55403 | NONE | PC | RESTORING BEAUTY, INSPIRING HOPE CAMPAIGN | $25,000 |
| TREEHOUSE INC | |||||||
| 5755 WAYZATA BLVD | ST LOUIS PARK | MN | 55416 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF MINNESOTA LANDSCAPE ARBORETUM | |||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 55318 | NONE | PC | GENERAL SUPPORT | $500 |
| UNIVERSITY OF ST THOMAS | |||||||
| 2115 SUMMIT AVENUE | ST PAUL | MN | 551051096 | NONE | PC | DOUGHERTY FAMILY COLLEGE STUDENT EMERGENCY FUND | $2,500 |
| UPPER MIDWEST LAW CENTER | |||||||
| 12600 WHITEWATER DR 140 | MINNETONKA | MN | 55343 | NONE | PC | GENERAL SUPPORT | $100,000 |
| VAIL COMMUNITIES | |||||||
| 23 9TH AVE S | HOPKINS | MN | 55343 | NONE | PC | GENERAL SUPPORT | $1,500 |
| WAYZATA HIGH SCHOOL ATHLETIC DEPARTMENT | |||||||
| 4955 PEONY LANE N | PLYMOUTH | MN | 55446 | NONE | GOV | GENERAL SUPPORT | $500 |
| WESTON COUNTY FIRE PROTECTION DISTRICT | |||||||
| PO BOX 937 | NEWCASTLE | WY | 82701 | NONE | GOV | GENERAL SUPPORT | $25,000 |
| WIKIMEDIA FOUNDATION | |||||||
| PO BOX 98204 | WASHINGTON | DC | 200908204 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WYOMING STATE 4-H FOUNDATION | |||||||
| 1000 E UNIVERSITY AVE DEPT 3354 | LARAMIE | WY | 82071 | NONE | PC | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $756,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,326 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,793,877 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,980,203 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,980,203 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $2,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $559,881 | $3,019,200 |
| SPDR S&P 500 TR | $1,297,243 | $9,376,400 |
| UNION SPECIFIC | $92,972 | $693,960 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,300 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $10,572 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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