CLA FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CLA FOUNDATION (EIN 47-3544862)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-11
IRS object ID
202642549349100819
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-11T11:40:47-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11660 OSHKOSH AVE SUITE 200AddressLine1Txt
CityOSHKOSHCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54902ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473544862EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLAFBusinessNameControlTxt
Phone6123764500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH 6TH STREET 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRITA MIDNESSPersonNm
Person TitleGRANTS & OPERATIONS DIRECTORPersonTitleTxt
Phone6123764500PhoneNum
Signature2026-09-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELCEY LEITLPreparerPersonNm
PTINP01584977PTIN
Phone9202315890PhoneNum
Preparation2026-09-11PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,408,965FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,804,374ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$40,668DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,853DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,320NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,117,079GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,251,627CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,859,362TotalRevAndExpnssAmt
Total Net Invst Incm$1,292,480TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,729AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,182AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$9,547AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,730OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,595OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,338TaxesRevAndExpnssAmt
Taxes Net Invst Incm$227TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$450TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$450TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$129,959OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$131,493OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$156,206TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,409TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$147,085TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,608,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,908,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,765,156TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,409TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,055,085TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,094,206ExcessRevenueOverExpensesAmt
Net Investment Income$1,289,071NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,223,468CashBOYAmt
Cash EOY$150,135CashEOYAmt
Cash EOYFMV$150,135CashEOYFMVAmt
Sav And Temp Cash Invst EOY$1,289,301SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,289,301SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$315,300AcctRcvblAmt
Acct Rcvbl BOY$1,289,400AcctRcvblBOYAmt
Acct Rcvbl EOY$315,300AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$315,300AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$26,980PrepaidExpensesBOYAmt
Prepaid Expenses EOY$26,378PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$26,378PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$72,367CorporateStockBOYAmt
Corporate Stock EOY$1,627,851CorporateStockEOYAmt
Corporate Stock EOYFMV$1,627,851CorporateStockEOYFMVAmt
Total Assets BOY$2,612,215TotalAssetsBOYAmt
Total Assets EOY$3,408,965TotalAssetsEOYAmt
Total Assets EOYFMV$3,408,965TotalAssetsEOYFMVAmt
Accounts Payable EOY$630AccountsPayableEOYAmt
Grants Payable BOY$499,050GrantsPayableBOYAmt
Grants Payable EOY$200,000GrantsPayableEOYAmt
Total Liabilities BOY$499,050TotalLiabilitiesBOYAmt
Total Liabilities EOY$200,630TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,090,791NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,433,430NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$22,374DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$1,774,905DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,113,165TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,208,335TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,612,215TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,408,965TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,113,165TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,094,206ExcessRevenueOverExpensesAmt
Other Increases$964OtherIncreasesAmt
Subtotal$3,208,335SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,208,335TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$2,729,190$1,477,598$1,251,592$1,251,592
CAPITAL GAIN DISTRIBUTIONSP$35$35$35
FieldValueIRS element (for citing)
Capital Gain Net Income$1,251,627CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,918InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,918SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,918TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,680EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$29,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$31,680TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$13,762OverpaymentAmt
Applied To ES Tax$13,762AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Org Report Or Register StateNMOrgReportOrRegisterStateCd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateRIOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6123764500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH 6TH STREET 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN CARTER
221 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402EXECUTIVE DIRECTOR40.00$0$0$0
SAUNDRA BEATTY
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402CHAIR1.00$0$0$0
MARY KAY CURTISS
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402TREASURER1.00$0$0$0
JEN LEARY
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402EX-OFFICIO1.00$0$0$0
BEN AASE
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
DIEGO AHUMADA
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
SUSAN BARRY
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
CHRIS DHANRAJ
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
JOE HUNT
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
LAKEISHA JEFFERSON
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
RICHARD KRUEGER
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
ANDY LEE
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
SARAH REICHLING
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
JEANETTE STILLWAGNER
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
JEN TINGLEY
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
SHAREY WANG
220 SOUTH SIXTH STREET SUITE 300MINNEAPOLISMN55402DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$114,293AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,275,230AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,389,523TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,389,523AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,843CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,353,680NetVlNoncharitableAssetsAmt
Minimum Investment Return$117,684MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$117,684MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,918TaxBasedOnInvestmentIncomeAmt
Total Tax$17,918TotalTaxAmt
Distributable Before Adj$99,766DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$99,766DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$99,766DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,055,085ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,055,085QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,766DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$906,913ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,373,689ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,006,399ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,142,899ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,337,009ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,766,909TotalExcessDistributionCyovAmt
Qualifying Distributions$6,055,085QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$99,766AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,955,319RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,722,228TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$906,913ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,815,315ExcessDistriCyovToNextYrAmt
Excess From Year4$1,373,689ExcessFromYear4Amt
Excess From Year3$2,006,399ExcessFromYear3Amt
Excess From Year2$2,142,899ExcessFromYear2Amt
Excess From Year1$3,337,009ExcessFromYear1Amt
Excess From Current Year$5,955,319ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEN LEARYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (198 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
916 INK
3301 37TH AVESACRAMENTOCA95824N/APFGENERAL OPERATING$10,000
A GIFT FOR TEACHING
6501 MAGIC WAY BLDG 400CORLANDOFL32809N/APFPROGRAM SPECIFIC SUPPORT$9,500
A SAFE HAVEN FOUNDATION
2750 W ROOSEVELT ROADCHICAGOIL606081094N/APFPROGRAM SPECIFIC SUPPORT$7,000
ACCESS TO CAPITAL FOR ENTREPRENEURS
3173 HWY 129 NCLEVELANDGA30528N/APFGENERAL OPERATING$9,000
ACE MENTOR PROGRAM SPECIFIC SUPPORT
4509 N NEBRASKA AVETAMPAFL33603N/APFPROGRAM SPECIFIC SUPPORT$9,500
ACHIEVEMENT ACADEMY
716 E BELLA VISTA STLAKELANDFL33805N/APFPROGRAM SPECIFIC SUPPORT$10,000
ADVANCING THE LINE FOR VETERANS
10 GLENLAKE PKWY STE 130 STE 130SANDY SPRINGSGA303283495N/APFPROGRAM SPECIFIC SUPPORT$9,000
AKRON SNEAKER ACADEMY INC
1991 CROCKER RD STE 600 755WESTLAKEOH44145N/APFGENERAL OPERATING$5,000
ALLIANCE FOR INDEPENDENCE
1038 SUNSHINE DR ELAKELANDFL33801N/APFPROGRAM SPECIFIC SUPPORT$10,000
AMERICAN CORPORATE PARTNERS
140 E 45TH ST STE 21NEW YORK CITYNY10017N/APFPROGRAM SPECIFIC SUPPORT$5,000
AMERICAN CORPORATE PARTNERS
140 E 45TH ST STE 21NEW YORK CITYNY10017N/APFPROGRAM SPECIFIC SUPPORT$9,000
APTIV
3000 SOUTH AVELA CROSSEWI54601N/APFPROGRAM SPECIFIC SUPPORT$22,000
ARTMIX INC
1505 N DELAWARE ST STE 100INDIANAPOLISIN46202N/APFGENERAL OPERATING$8,000
ARTS IN STARK
900 CLEVELAND AVE NWCANTONOH44702N/APFPROGRAM SPECIFIC SUPPORT$5,000
ASIAN AMERICAN LEAD LDSHIP EMPWMENT AND DEVLPMENT FOR YOUTH & FAMILY
5518 CONNECTICUT AVE NW FL 2WASHINGTONDC20015N/APFGENERAL OPERATING$5,000
ASIAN YOUTH CENTER
100 CLARY AVESAN GABRIELCA917761374N/APFPROGRAM SPECIFIC SUPPORT$5,000
ASPIRO INC
1673 DOUSMAN STGREEN BAYWI54303N/APFPROGRAM SPECIFIC SUPPORT$18,000
ASSET BUILDERS
1213 N SHERMAN AVE PMB 195MADISONWI53704N/APFPROGRAM SPECIFIC SUPPORT$5,000
AVENUE OF LIFE INC
500 N 7TH STREET TRFYKANSAS CITYKS66101N/APFPROGRAM SPECIFIC SUPPORT$14,000
BAND OF ANGELS CORP
11890 W 135TH STOVERLAND PARKKS66221N/APFGENERAL OPERATING$8,000
BIG BROTHERS BIG SISTERS OF FOND DU LAC
987 S MAIN STFOND DU LACWI54935N/APFPROGRAM SPECIFIC SUPPORT$10,000
BIG BROTHERS BIG SISTERS OF RHODE ISLAND
188 VALLEY ST STE 125PROVIDENCERI02909N/APFPROGRAM SPECIFIC SUPPORT$14,000
BIG BROTHERS BIG SISTERS OF SOUTHERN ARIZONA
2552 N ALVERNON WAY STE 110TUCSONAZ85712N/APFPROGRAM SPECIFIC SUPPORT$14,000
BIZSTARTS MILWAUKEE
2450 W NORTH AVEMILWAUKEEWI53205N/APFGENERAL OPERATING$10,000
BLACK MEN TEACH
PO BOX 3909SAINT PAULMN55101N/APFGENERAL OPERATING$5,000
BOYS & GIRLS CLUBS OF CENTRAL MINNESOTA
345 30TH AVE NST CLOUDMN563033755N/APFPROGRAM SPECIFIC SUPPORT$16,000
BOYS & GIRLS CLUBS OF THE COLUMBIA BASIN
PO BOX 591MOSES LAKEWA98837N/APFPROGRAM SPECIFIC SUPPORT$8,000
BOYS AND GIRLS CLUBS OF MONTEREY COUNTY
PO BOX 97SEASIDECA93955N/APFPROGRAM SPECIFIC SUPPORT$9,000
BREAKTHROUGH SILICON VALLEY
1635 PARK AVENUESAN JOSECA95126N/APFGENERAL OPERATING$11,000
BRIDGEWAY BEHAVIORAL HEALTH SERVICES
373 CLERMONT TERRACEUNIONNJ07083N/APFPROGRAM SPECIFIC SUPPORT$7,000
BUILDERS BRIDGE
2649 BREKONRIDGE CENTRE DRMONROENC28110N/APFPROGRAM SPECIFIC SUPPORT$5,000
CAMP FIRE MINNESOTA
4829 MINNETONKA BLVD SUITE 202ST LOUIS PARKMN55416N/APFPROGRAM SPECIFIC SUPPORT$47,500
CAPITAL IMPACT PARTNER
1400 CRYSTAL DRIVE SUITE 500ARLINGTONVA22202N/APFGENERAL OPERATING$9,000
CAREERS IN CONSTRUCTION
4585 HILTON PKWY STE 100COLORADO SPRINGSCO80907N/APFGENERAL OPERATING$5,750
CENTER FOR LAND-BASED
5265 PUTAH CREEK RDWINTERSCA95694N/APFGENERAL OPERATING$6,500
CENTRAL MINNESOTA COUNTY
1191 SCOUT DRIVESARTELLMN56377N/APFPROGRAM SPECIFIC SUPPORT$31,000
CENTRAL QUEENS ACADEMY
8814 JUSTICE AVEELMHURSTNY11373N/APFGENERAL OPERATING$9,000
CHANGING LIVES TOGETHER FOUNDATION INC
10205 PAXTON RUN RDCHARLOTTENC28277N/APFPROGRAM SPECIFIC SUPPORT$5,000
CHARLOTTE BILINGUAL PRESCHOOL
6300 HIGHLAND AVECHARLOTTENC28215N/APFGENERAL OPERATING$5,000
CHILDREN'S MUSEUM OF EAU CLAIRE
40 SOUTH BARSTOW STREETEAU CLAIREWI54701N/APFGENERAL OPERATING$22,000
CHOC FOUNDATION
1201 W LA VETA AVENUEORANGECA92868N/APFPROGRAM SPECIFIC SUPPORT$25,000
CHRIST CHILD SOCIETY INC
5101 WISCONSIN AVE NW STE 102WASHINGTONDC20016N/APFPROGRAM SPECIFIC SUPPORT$8,000
CHRISTIAN COMMUNITY ACTION INC
168 DAVENPORT AVENEW HAVENCT06519N/APFPROGRAM SPECIFIC SUPPORT$15,000
CITIZENS DEVELOPMENT CENTER DBA U&I
8800 AMBASSADOR ROWDALLASTX75247N/APFGENERAL OPERATING$16,000
CITY YEAR DENVER
287 COLUMBUS AVEBOSTONMA021165334N/APFGENERAL OPERATING$5,750
CLC INC
555 N GRANTS LNFORT WORTHTX76108N/APFPROGRAM SPECIFIC SUPPORT$16,000
COLLEGE ACCESS PARTNER
2100 MONTROSE AVE 1038MONTROSECA91020N/APFGENERAL OPERATING$12,000
COLLEGEBOUND FOUNDATION
2601 N HOWARD STREET SUITE 210BALTIMOREMD21218N/APFGENERAL OPERATING$10,000
COLLEGEREADY INC
715 SUPERIOR RD STE 102GREEN BAYWI54311N/APFGENERAL OPERATING$14,000
COLLIDER FOUNDATION
14 4TH ST SW STE 203ROCHESTERMN55902N/APFGENERAL OPERATING$15,000
COLUMBIA BASIN FOUNDATION
101 BASIN ST NWEPHRATAWA98823N/APFPROGRAM SPECIFIC SUPPORT$14,000
COMMUNITY AIDS NETWORK AKRON PRIDE INITIATIVE
759 W MARKET STAKRONOH44303N/APFPROGRAM SPECIFIC SUPPORT$5,000
CONSTRUCTION INDUSTRY
5370 ELVAS AVENUESACRAMENTOCA95819N/APFGENERAL OPERATING$10,000
COOKIE CART
1119 W BROADWAY AVEMINNEAPOLISMN55411N/APFGENERAL OPERATING$47,500
COOP CAREERS INC
1177 AVENUE OF THE AMERICAS 5THNEW YORK CITYNY10036N/APFPROGRAM SPECIFIC SUPPORT$12,000FLOOR
CORNERSTONE FAMILY PRO
12 FLAGLER STREETMORRISTOWNNJ07960N/APFPROGRAM SPECIFIC SUPPORT$7,000
CREO DUPAGE LTD
393 N MAIN STGLEN ELLYNIL60137N/APFGENERAL OPERATING$5,000
CREO DUPAGE LTD
393 N MAIN STGLEN ELLYNIL60137N/APFGENERAL OPERATING$7,000
CY-HOPE INC
12715 TELGE RDCYPRESSTX774292289N/APFPROGRAM SPECIFIC SUPPORT$10,000
DESIGNED FOR JOY
517 W CABARRUS ST STE ARALEIGHNC27603N/APFGENERAL OPERATING$10,000
DFWATW
909 LAKE CAROLYN PKWY STE 320IRVINGTX75039N/APFPROGRAM SPECIFIC SUPPORT$16,000
DIAMOND BEAUTY ACADEMY
744 SOUTH ST 339 STE 1PHILADELPHIAPA19416N/APFPROGRAM SPECIFIC SUPPORT$13,500
DIGI-BRIDGE
1026 JAY ST SUITE B 128CHARLOTTENC28208N/APFPROGRAM SPECIFIC SUPPORT$5,000
DIME PROGRAM SPECIFIC SUPPORT
13663 PROVIDENCE RDMATTHEWSNC28104N/APFGENERAL OPERATING$7,500
DREAM BIG DARLING
PO BOX 1677TEMPLETONCA93465N/APFPROGRAM SPECIFIC SUPPORT$9,000
DREAMSPRING
2000 ZEARING AVE NWALBUQUERQUENM87104N/APFGENERAL OPERATING$10,000
EASTERSEALS CENTRAL ILLINOIS
507 E ARMSTRONG AVEPEORIAIL61603N/APFPROGRAM SPECIFIC SUPPORT$11,500
ELENA BEDNER
155 MERIDEN AVESOUTHINGTONCT06489NONEPFGENERAL OPERATING$1,000
ELEVATE ATLANTA INC
2625 PIEDMONT ROAD STE 56288ATLANTAGA30324N/APFGENERAL OPERATING$10,000
EMPOWERED TUTORING INC
2631 N MEADE STREET SUITE 203APPLETONWI54911N/APFGENERAL OPERATING$14,000
EPIC LONG ISLAND
1500 HEMPSTEAD TURNPIKEEAST MEADOWNY11554N/APFPROGRAM SPECIFIC SUPPORT$5,000
ESPERANZA HEALTH CENTER
1940 S WESTERN AVE SUITE 205CHICAGOIL60608N/APFPROGRAM SPECIFIC SUPPORT$10,000
FAIRYTALE TOWN INC
3901 LAND PARK DRSACRAMENTOCA95822N/APFPROGRAM SPECIFIC SUPPORT$10,000
FEDCHOICE CHARITABLE
10001 WILLOWDALE RDLANHAMMD20706N/APFGENERAL OPERATING$7,000
FELTON INSTITUTE
1005 ATLANTIC AVEALAMEDACA945011148N/APFPROGRAM SPECIFIC SUPPORT$12,000
FI & FRIENDS
PO BOX 351WAUKEEIA50263N/APFPROGRAM SPECIFIC SUPPORT$6,000
FLORENCE CRITTENTON SERVICES
96 SOUTH ZUNI STREETDENVERCO80223N/APFGENERAL OPERATING$15,000
FLORIDA LEADERSHIP VENTURE INC DBA ELEVATE ORLANDO
PO BOX 940633MAITLANDFL32794N/APFPROGRAM SPECIFIC SUPPORT$9,500
GENESYS WORKS CHICAGO
180 N WABASH AVE SUITE 600CHICAGOIL60601N/APFGENERAL OPERATING$10,000
GHS CHORAL BOOSTERS
PO BOX 504GLENDORACA91740N/APFPROGRAM SPECIFIC SUPPORT$28,000
GOLDEN HEART RANCH
1116 8TH STMANHATTAN BEACHCA902666061N/APFPROGRAM SPECIFIC SUPPORT$21,000
GPS EDUCATION PARTNERS
N19W24075 RIVERWOOD DRIVE SUITE 300WAUKESHAWI53188N/APFPROGRAM SPECIFIC SUPPORT$15,000
GREATER INDIANAPOLIS
1066 VIRGINIA AVEINDIANAPOLISIN46203N/APFGENERAL OPERATING$8,000
GUADALUPE CENTER
1385 NO 1200 WSALT LAKE CITYUT84116N/APFPROGRAM SPECIFIC SUPPORT$15,000
HALL NEIGHBORHOOD HOUSE
52 GEORGE E PIPKINS WAYBRIDGEPORTCT06608N/APFPROGRAM SPECIFIC SUPPORT$15,000
HEART MATH TUTORING
PO BOX 30623CHARLOTTENC28230N/APFGENERAL OPERATING$7,500
HELP OF SOUTHERN NEVADA
1640 E FLAMINGO ROAD 100LAS VEGASNV89119N/APFPROGRAM SPECIFIC SUPPORT$5,000
HOLLENBECK POLICE ACTION
126 N ST LOUIS STREETLOS ANGELESCA90033N/APFPROGRAM SPECIFIC SUPPORT$14,000
HOPE CHICAGO INC
303 E WACKER DRIVE SUITE 360CHICAGOIL60601N/APFGENERAL OPERATING$6,000
HORIZONS STUDENT OPPORTUNITIES AND RESULTS FOR NEW MEXICO INC
4000 BOSQUE SCHOOL RD NWALBUQUERQUENM87120N/APFGENERAL OPERATING$5,000
HOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
10901 LITTLE PATUXENT PKWYCOLUMBIAMD21044N/APFPROGRAM SPECIFIC SUPPORT$10,000
HUSTLE WINSTON-SALEM
500 W 5TH ST STE 800WINSTON SALEMNC27101N/APFGENERAL OPERATING$5,000
ICAN IMPROVING CHANDLERS AREA NEIGHBORHOODS
650 E MORELOS STCHANDLERAZ852258954N/APFPROGRAM SPECIFIC SUPPORT$15,000
INDEPENDENCE CENTER
4245 FOREST PARK AVEST LOUISMO63108N/APFPROGRAM SPECIFIC SUPPORT$8,500
JOBS PLUS INCORPORATED
200 16TH AVE SEWASECAMN56093N/APFPROGRAM SPECIFIC SUPPORT$15,000
JUBILEE REACH
14200 SE 13TH PLBELLEVUEWA98007N/APFPROGRAM SPECIFIC SUPPORT$20,000
JUNIOR ACHIEVEMENT OF EASTERN IOWA
324 3RD STREET SE STE 200CEDAR RAPIDSIA52401N/APFGENERAL OPERATING$9,000
JUNIOR ACHIEVEMENT OF NEW MEXICO
4700 LINCOLN RD NEALBUQUERQUENM87109N/APFPROGRAM SPECIFIC SUPPORT$24,000
JUNIOR ACHIEVEMENT OF SOUTHERN NEVADA
1921 N RAINBOW BLVDFLOOR 2LAS VEGASNV89108N/APFPROGRAM SPECIFIC SUPPORT$9,000
JUNIOR ACHIEVEMENT OF WISCONSIN
11111 W LIBERTY DRIVEMILWAUKEEWI89108N/APFGENERAL OPERATING$9,000
JUXTAPOSITION INC
2007 EMERSON AVE NMINNEAPOLISMN55411N/APFPROGRAM SPECIFIC SUPPORT$47,500
LEAD GIRLS OF NC
1100 W FIRST STREETWINSTON SALEMNC27101N/APFGENERAL OPERATING$5,000
LEARN FRESH EDUCATION
218 ARCH ST 514PHILADELPHIAPA19106N/APFGENERAL OPERATING$18,000
LEARNING LAB INC
308 E 36TH STREETGARDEN CITYID83714N/APFGENERAL OPERATING$7,000
LIFE CONCEPTS INC DBA QUEST INC
1509 E COLONIAL DR STE 300ORLANDOFL328034729N/APFPROGRAM SPECIFIC SUPPORT$10,000
LIFEWORKS SERVICES INC
6636 CEDAR AVE S SUITE 250RICHFIELDMN55423N/APFPROGRAM SPECIFIC SUPPORT$22,500
LIFT FOR LIFE GYM
1415 CASS AVEST LOUISMO63106N/APFPROGRAM SPECIFIC SUPPORT$9,000
LINCOLN UNIVERSITY FOUNDATION
1570 BALTIMORE PIKELINCOLN UNIVERSITYPA19352N/APFGENERAL OPERATING$12,000
LITERACY NASSAU INC
1 IVY LNWANTAGHNY11793N/APFGENERAL OPERATING$5,000
LIVING CLASSROOMS FOUNDATION
802 SOUTH CAROLINE STREETBALTIMOREMD21231N/APFPROGRAM SPECIFIC SUPPORT$10,000
MADISON PUBLIC MARKET
PO BOX 260026MADISONWI53726N/APFGENERAL OPERATING$5,000
MARTIN TRUST PARTNERSHIP
127 HARVARD STREETBROOKLINEMA02446N/APFGENERAL OPERATING$32,500
MARYLAND ENSEMBLE THEATER
31 W PATRICK ST STE L6FREDERICKMD217015568N/APFGENERAL OPERATING$8,000
NABA INC
6406 IVY LANE SUITE 200BGREENBELTMD20770N/APFPROGRAM SPECIFIC SUPPORT SPECIFIC SUPPORT$200,000
NATIVE ARTS AND CULTURES FOUNDATION
800 SE 10TH AVE UNIT 14460PORTLANDOR972142548N/APFPROGRAM SPECIFIC SUPPORT$10,000
NATOMAS HOMESCHOOL ALLIANCE
4639 BAYWIND DRSACRAMENTOCA958382241N/APFGENERAL OPERATING$20,000
NCW TECH ALLIANCE
3 N WORTHEN ST STE 202WENATCHEEWA98801N/APFGENERAL OPERATING$8,000
NEW AMERICAN PATHWAYS
2300 HENDERSON MILL ROAD NE SUITEATLANTAGA30345N/APFPROGRAM SPECIFIC SUPPORT$9,000100
NEW HORIZONS SERVING INDIVIDUALS WITH SPECIAL NEEDS
15725 PARTHENIA STNORTH HILLSCA91343N/APFPROGRAM SPECIFIC SUPPORT$25,000
NEWBO CITY MARKET
1100 3RD ST SECEDAR RAPIDSIA52401N/APFPROGRAM SPECIFIC SUPPORT$9,000
NICKOLAS GRAFF
700 BELLERIVE BLVDST LOUISMO63111NONEPFGENERAL OPERATING$1,000
NOVA FOUNDATION
4001 WAKEFIELD CHAPEL RD SUITE 252ANNANDALEVA22003N/APFPROGRAM SPECIFIC SUPPORT$8,000
OPERATION FRESH START
2670 MILWAUKEE STMADISONWI53704N/APFGENERAL OPERATING$5,000
ORANGE COUNTY BAR FOUNDATION
1605 E 17TH STREETSANTA ANACA92705N/APFPROGRAM SPECIFIC SUPPORT$16,000
ORGANIZED PARENTS MAKE A DIFFERENCE (OPMAD)
51 GILLETT STHARTFORDCT06105N/APFGENERAL OPERATING$8,000
PARAQUAD INC
5240 OAKLAND AVEST LOUISMO631101436N/APFPROGRAM SPECIFIC SUPPORT$8,500
PEORIA SCHOOL DISTRICT 150 FOUNDATION
PO BOX 10061PEORIAIL616120061N/APFPROGRAM SPECIFIC SUPPORT$10,000
PHILANTHROFUND FOUNDATION
PO BOX 3640MINNEAPOLISMN55403N/APFPROGRAM SPECIFIC SUPPORT$5,000
PROGRESS LAKESHORE FOUNDATION
202 N 8TH ST STE 101MANITOWOCWI54220N/APFPROGRAM SPECIFIC SUPPORT$10,000
PROJECT HOOD COMMUNITIES DEVELOPMENT CORPORATION
6620 S KING DRCHICAGOIL60637N/APFPROGRAM SPECIFIC SUPPORT$10,000
RACINE COUNTY ECONOMIC
2320 RENAISSANCE BLVDSTURTEVANTWI53177N/APFPROGRAM SPECIFIC SUPPORT$10,000
RAISE THE BAR HANCOCK
123 E MAIN CROSS STFINDLAYOH45840N/APFGENERAL OPERATING$20,000
RHODE ISLANDERS SPONSOR
11 S ANGELL ST 394PROVIDENCERI02906N/APFGENERAL OPERATING$10,000
ROAD2HIRE
1423 RED VENTURES DRFORT MILLSC29707N/APFGENERAL OPERATING$11,000
ROAD2HIRE
1423 RED VENTURES DRFORT MILLSC29707N/APFGENERAL OPERATING$5,000
SACRAMENTO VALLEY MANUFACTURING ALLIANCE
3053 FREEPORT BLVDSACRAMENTOCA95818N/APFPROGRAM SPECIFIC SUPPORT$9,500
SCHOLARSHIP AMERICA
7900 INTERNATIONAL DR STE 500MINNEAPOLISMN55425N/APFPROGRAM SPECIFIC SUPPORT$1,500,000
SCHOLARSHIP AMERICA
7900 INTERNATIONAL DR STE 500MINNEAPOLISMN554252561N/APFGENERAL OPERATING$18,000
SCHOLARSHIP AMERICA
7900 INTERNATIONAL DR STE 500MINNEAPOLISMN554252561N/APFPROGRAM SPECIFIC SUPPORT$1,250,000
SECOND HARVEST FOOD BANK OF NORTHWEST NORTH CAROLINA
3330 SHOREFAIR DRWINSTON SALEMNC27105N/APFPROGRAM SPECIFIC SUPPORT$5,000
SECUREFUTURES FOUNDATION INC
710 N PLANKINTON AVE STE 1400MILWAUKEEWI53203N/APFPROGRAM SPECIFIC SUPPORT$10,000
SECUREFUTURES FOUNDATION INC
710 N PLANKINTON AVE STE 1400MILWAUKEEWI53203N/APFGENERAL OPERATING$10,000
SELF ENHANCEMENT INC
3920 N KERBY AVEPORTLANDOR972271255N/APFPROGRAM SPECIFIC SUPPORT$5,000
SHADOW HER
418 GULPH RIDGE DRKING OF PRUSSIAPA19406N/APFPROGRAM SPECIFIC SUPPORT$13,500
SKILLSUSA
14001 SKILLSUSA WAYLEESBURGVA20176N/APFPROGRAM SPECIFIC SUPPORT$500,000
SOCIAL VENTURE PARTNERS PORTLAND
1355 NW EVERETT ST SUITE 100PORTLANDOR97209N/APFGENERAL OPERATING$5,000
SONIA SHAH ORGANIZATION
1280 CORAL LANEDEERFIELDIL60015N/APFGENERAL OPERATING$7,000
SOUTH SHORE ARTS INC
1040 RIDGE RDMUNSTERIN46321N/APFGENERAL OPERATING$7,000
SPECIAL OLYMPICS NEW JERSEY
1 EUNICE KENNEDY SHRIVER WAYLAWRENCE TOWNSHIPNJ08648N/APFPROGRAM SPECIFIC SUPPORT$7,000
SPECTRUM360
1 SUNSET AVEVERONANJ070445118N/APFPROGRAM SPECIFIC SUPPORT$7,000
ST JOSEPH THE WORKER
1125 W JACKSON STPHOENIXAZ850073110N/APFGENERAL OPERATING$20,000
ST LOUIS REGIONAL ADVANCED MANAGEMENT INNOVATION CENTER
7733 FORSYTH BLVD STE 2200SAINT LOUISMO63105N/APFGENERAL OPERATING$9,000
STARABILITY FOUNDATION
720 GOODLETTE-FRANK RD N SUITE 400NAPLESFL34102N/APFPROGRAM SPECIFIC SUPPORT$7,000
STL YOUTH JOBS
4818 WASHINGTON BLVD 106ST LOUISMO63108N/APFGENERAL OPERATING$8,500
TAMPA BAY WAVE INC
501 E KENNEDY BLVD SUITE 650TAMPAFL33602N/APFGENERAL OPERATING$10,000
TAZEWELL COUNTY RESOURCE CENTERS INC
33 S 4TH STPEKINIL61554N/APFPROGRAM SPECIFIC SUPPORT$13,000
TEENWORKS INC
2820 NORTH MERIDIAN STREET SUITEINDIANAPOLISIN46208N/APFPROGRAM SPECIFIC SUPPORT$8,0001250
THE EDUCATION FOUNDATION
3606 ENTERPRISE AVE STE 150NAPLESFL34104N/APFPROGRAM SPECIFIC SUPPORT$8,000
THE ENTERPRISE CENTER
4548 MARKET STPHILADELPHIAPA19139N/APFGENERAL OPERATING$15,000
THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC
2266 SECOND STFORT MYERSFL33901N/APFGENERAL OPERATING$8,000
THE GRADY SCHOOL
10020 166TH AVE NEREDMONDWA98052N/APFGENERAL OPERATING$20,000
THE JUBILEE ASSOCIATION INC
2005 WYANDOTTE STPITTSBURGHPA15219N/APFPROGRAM SPECIFIC SUPPORT$10,000
THE LEGACY PROJECT OF STARK
708 TREMONT AVE SWMASSILLONOH446476471N/APFGENERAL OPERATING$5,000
THE LIGHTHOUSE OF SOUTHERN MN
PO BOX 541OWATONNAMN55060N/APFPROGRAM SPECIFIC SUPPORT$11,000
THE LITTLE BIT FOUNDATION
516 HANLEY INDUSTRIAL COURTSAINT LOUISMO63144N/APFPROGRAM SPECIFIC SUPPORT$8,500
THE MARKET ENTRY FUND
1136 GRAND AVESAINT PAULMN55105N/APFGENERAL OPERATING$25,000
THE MILWAUKEE SCIENCE
2000 W KILBOURN AVEMILWAUKEEWI53233N/APFGENERAL OPERATING$15,000
THE NASHVILLE ENTREPRENEUR CENTER
41 PEABODY STREETNASHVILLETN37210N/APFGENERAL OPERATING$14,000
THE PATRICK SURTAIN II FOUNDATION
59 CAVALIER BLVD STE 310FLORENCEKY41042N/APFPROGRAM SPECIFIC SUPPORT$39,500
THE SOPHIA WAY
1100 BELLEVUE WAY NE 8A-110BELLEVUEWA98004N/APFPROGRAM SPECIFIC SUPPORT$12,000
THE TRAINING SOURCE INC
59 YOST PLSEAT PLEASANTMD20743N/APFGENERAL OPERATING$8,000
THE VILLAGE FOR FAMILIES
1680 ALBANY AVENUEHARTFORDCT06105N/APFPROGRAM SPECIFIC SUPPORT$5,000
THE WILL KENNY FOUNDATION
1010 W WONDERVIEW DRDUNLAPIL61525N/APFGENERAL OPERATING$7,500
THOMAS CHEW MEMORIAL BOYS AND GIRLS CLUB
PO BOX 5155FALL RIVERMA02723N/APFPROGRAM SPECIFIC SUPPORT$32,500
TOLEDO TOMORROW
425 JEFFERSON AVE STE 905TOLEDOOH43604N/APFPROGRAM SPECIFIC SUPPORT$16,000
TOMTOD IDEAS
439 MARKET AVE NCANTONOH44702N/APFGENERAL OPERATING$5,000
TREOBYTES
3811 BELMONT AVESAN DIEGOCA92116N/APFPROGRAM SPECIFIC SUPPORT$10,000
TRUTH FOR WOMEN INC
1425 MOUNTAIN DRIVE NORTHBETHLEHEMPA18015N/APFPROGRAM SPECIFIC SUPPORT$20,000
URBANA NEIGHBORHOOD CONNECTIONS CENTER
1401 E MAIN STURBANAIL61802N/APFGENERAL OPERATING$15,000
USTA MID-ATLANTIC FOUNDATION
620 HERNDON PARKWAY SUITE 290HERNDONVA20170N/APFPROGRAM SPECIFIC SUPPORT$8,000
VENN FOUNDATION
1900 BOHLAND AVEST PAULMN55116N/APFPROGRAM SPECIFIC SUPPORT$250,000
VETERANS BRIDGE HOME
5260 PARKWAY PLAZA BLVD SUITE 110CHARLOTTENC28217N/APFPROGRAM SPECIFIC SUPPORT$5,000
VOLUNTEER CENTER INC
984 9TH STGREEN BAYWI54304N/APFPROGRAM SPECIFIC SUPPORT$5,000
WASHINGTON APPLE EDUCATION
2900 EUCLID AVENUEWENATCHEEWA98801N/APFGENERAL OPERATING$14,000
WASHINGTON AUTISM ALLIANCE
16225 NE 87TH ST STE A-2REDMONDWA98052N/APFPROGRAM SPECIFIC SUPPORT$15,000
WATKINSON SCHOOL
180 BLOOMFIELD AVEHARTFORDCT06105N/APFPROGRAM SPECIFIC SUPPORT$8,000
WEST PLACE ANIMAL SANCTUARY
3198 MAIN ROADTIVERTONRI02878N/APFPROGRAM SPECIFIC SUPPORT$5,000
WHOLE LATTE LOVE CAFE INC
1308 S MAIN STNORTH CANTONOH44720N/APFGENERAL OPERATING$10,000
WHOLE LATTE LOVE CAFE INC
1308 S MAIN STNORTH CANTONOH44720N/APFPROGRAM SPECIFIC SUPPORT$7,000
WISCONSIN ARMY CADETS
PO BOX 2634APPLETONWI54912N/APFGENERAL OPERATING$14,000
WOMENRISING INC
270 FAIRMOUNT AVEJERSEY CITYNJ07306N/APFPROGRAM SPECIFIC SUPPORT$7,000
WOMEN'S BUSINESS DEVELOPMENT
184 BEDFORD STREET SUITE 201STAMFORDCT06901N/APFGENERAL OPERATING$13,000
WOMEN'S EMPLOYMENT NETWORK (WEN)
4328 MADISON AVEKANSAS CITYMO64111N/APFGENERAL OPERATING$10,000
WORKFORCE INC DBA RECYCLEFORCE
816 N SHERMAN DRIVEINDIANAPOLISIN46201N/APFGENERAL OPERATING$8,000
YAKIMA COUNTY DEVELOPMENT ASSOCIATION
PO BOX 1387YAKIMAWA98907N/APFPROGRAM SPECIFIC SUPPORT$8,000
YES NETWORK
PD-BOX 1042STNOUDMN56302N/APFPROGRAM SPECIFIC SUPPORT$16,000
YOUNG BLACK LEADERSHIP ALLIANCE
416 MCCULLOUGH DRIVE STE 215CHARLOTTENC28262N/APFGENERAL OPERATING$5,000
YOUNG MENS CHRISTIAN ASSOCIATION OF WEST CENTRAL FLORIDA INC
3620 CLEVELAND HEIGHTS BLVDLAKELANDFL33803N/APFPROGRAM SPECIFIC SUPPORT$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,908,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NABA INCBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16406 IVY LANE SUITE 200BAddressLine1Txt
CityGREENBELTCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20770ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPFRecipientFoundationStatusCd
Grant Or Contribution PurposePROGRAM SPECIFIC SUPPORTGrantOrContributionPurposeTxt
Amt$200,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$200,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,668ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,320ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$54,988ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,988TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (243 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ABRAHAM MATHEW
12310 COLONEL LINDSAY COURTFALLS CHURCHVA22043$12,750Yes (X)
ALAN SOBEL
25 PATRICIA LANEROCKAWAYNJ07866$16,162Yes (X)
ALISHA MCCLELLAN
37797 VICTORIA FALLS CTLAS VEGASNV89135$40,000Yes (X)
AMANDA VALLERO
4600 WASHINGTON AVE STE 1800SAINT LOUISMO631011312$5,000Yes (X)
AMBER BAKER
510845 GRIFFITH PEAK DRIVE SUITE 550LAS VEGASNV89135$9,000Yes (X)
AMY MOORE
6131 HARTWELL AVE STE 300LEXINGTONMA024213105$5,000Yes (X)
ANDREA BRADY
73530 MANOR RDBETHLEHEMPA18020$5,000Yes (X)
ANDREW BOLLMAN
822264 HICKORY CTROGERSMN553744534$6,000Yes (X)
ANDREW LATTIMER
9630 THOREAU CIRCLEWINDSORCT06095$11,000Yes (X)
ANN JODA
102350 N 130TH STBROOKFIELDWI530055225$15,000Yes (X)
ANN SWINDELL
112480 E ROANOKE DRIVEBOISEID83712$10,000Yes (X)
ANTHONY LUCIDO
12100 RING ROAD WEST SUITE 108GARDEN CITYNY11530$15,500Yes (X)Yes (X)
ASHLEY CONNORS
132999 OAK RD STE 700WALNUT CREEKCA945972017$5,038Yes (X)Yes (X)
BENSON THEUNINCK
14220 S 6TH ST STE 300MINNEAPOLISMN554021418$6,000Yes (X)
BRAD BAUMANN
151630 TWISTED OAK COURTHARTLANDWI53029$30,000Yes (X)
BRADLEY FRANK
163909 N SECRET GARDEN COURTDE PEREWI54115$14,948Yes (X)Yes (X)
BRANDON KNIGHT
1710956 PHEASANT LN NMAPLE GROVEMN55369$10,000Yes (X)
BRANDON MARTIN
186143 BLUEBIRD HILL LNWEDDINGTONNC28104$6,000Yes (X)
BRENDAN KURVERS
193826 ADAIR AVE NCRYSTALMN55422$7,600Yes (X)
BRENT TERHAAR
2015791 CREEKSIDE LNDAYTONMN55369$20,191Yes (X)Yes (X)
BRETT BUSHNELL
2128 WESTMONT STWEST HARTFORDCT061172927$5,600Yes (X)
BRIAN DORAZIO
229233 ASPEN CREEK WAYHIGHLANDS RANCHCO80129$10,500Yes (X)
BRIAN ENVERSO
231109 SHADELAND AVEDREXEL HILLPA190261914$10,000Yes (X)
BRIAN STRNAD
246191 BAYWOOD CIRLUXEMBURGWI542179141$6,000Yes (X)
BRIAN WEBB
25150 4TH AVENUE NORTH SUITE 1700NASHVILLETN37219$6,500Yes (X)
BRIDGET HARTNETT
26293 EISENHOWER PARKWAY 2ND FLOORLIVINGSTONNJ07039$10,000Yes (X)
BRYAN MOGENSEN
2720 E THOMAS RD STE 2300PHOENIXAZ850123111$10,000Yes (X)
BRYON REINHART
28680 FAIRMOUNT AVEST PAULMN55105$130,000Yes (X)
CALEB SOLLEY
292081 DYAN WAYMAITLANDFL32751$12,000Yes (X)
CANDACE RAFFA
303707 VIA ZUMAYA STCORONACA928810786$5,000Yes (X)
CAREY CADLE
319925 STONEY RIDGE RDAUBURNCA95603$5,000Yes (X)
CAREY HEYMAN
3212233 MALONE STREETLOS ANGELESCA90066$26,750Yes (X)Yes (X)
CARRIE BARTOW
3313254 LIONS PEAK WAYCOLORADO SPRINGSCO809211300$100,000Yes (X)
CASEY ANDERSON
34220 S 6TH ST STE 300MINNEAPOLISMN554021418$12,000Yes (X)
CATHERINE SCHWEIGEL
356020 CONSERVANCY DRNEW BERLINWI531516046$62,066Yes (X)
CATHY CLARKE
365432 HANKERSON AVEEDINAMN55435$120,000Yes (X)
CELESTE SUCHKO
37501 GRANT ST SUITE 425PITTSBURGHPA15219$14,000Yes (X)
CHAD KUNZE
3822W404 AUTUMN BLAZE DRGLEN ELLYNIL60137$100,174Yes (X)Yes (X)
CHAD ZELLER
39420 STONEY BROOK DRIVEMANITOWOCWI54220$35,082Yes (X)Yes (X)
CHARLES TAYLOR
407217 BOARDWALKCROWN POINTIN463078014$40,000Yes (X)
CHASTITY WILSON
41913 VERSAILLES CIRMAITLANDFL32751$19,500Yes (X)
CHRIS DHANRAJ
42136 OSPREY POINT DROSPREYFL342299247$40,401Yes (X)Yes (X)
CHRIS ROGERS
43141 JEFFERSON STBRAINTREEMA021847407$26,000Yes (X)
CHRIS STANZ
444150 2ND STREET SOUTH SUITE 100ST CLOUDMN56301$10,000Yes (X)
CHRISTA BALDRIDGE
45N69W23597 DONNA DRIVE SOUTHSUSSEXWI53089$6,750Yes (X)
CHRISTIE BLUHM
464 BATTERYMARCH PARK SUITE 100QUINCYMA02169$10,000Yes (X)
CHRISTINE ABELL
4720 E THOMAS RD STE 2300PHOENIXAZ850123111$15,000Yes (X)
CHRISTOPHER GUGORA
489640 WITHAM LNWOODRIDGEIL60517$10,000Yes (X)
CHRISTOPHER HANDRICK
491406 BINGHAM DRDE PEREWI54115$26,419Yes (X)Yes (X)
CHRISTOPHER HEGARTY
503632 DARBY RDBRYN MAWRPA190102008$10,000Yes (X)
CHRISTOPHER HINES
5125 STONEGATE LNHANOVERMA023391909$12,800Yes (X)
CHRISTOPHER STEINHOFF
5211684 EDISON STREET NEBLAINEMN55449$10,022Yes (X)Yes (X)
CHRISTOPHER WALTON
5328748 NE TOLT HILL ROADCARNATIONWA98014$5,669Yes (X)
CINDY SCHEID
54160 NATURE VALLEY PL NWOWATONNAMN550601384$24,991Yes (X)Yes (X)
CLAIRE PEARSON
553029 SHOSHONE TRLLAFAYETTECO800263347$22,000Yes (X)
CLAYTON BLAND
5610700 NORTHUP WAY STE 200BELLEVUEWA980044163$29,751Yes (X)Yes (X)
CORY RUTLEDGE
5710408 W 34TH CIRHOPKINSMN55305$75,000Yes (X)
CRAIG ARENDS
587499 PILGER AVE NWSOUTH HAVENMN55382$81,712Yes (X)Yes (X)
CRYSTAL COLEMAN
59925 HIGHLAND POINTE DR STE 450ROSEVILLECA956785423$12,000Yes (X)
CURTIS DISRUD
601040 OCONOMOWOC PKWYOCONOMOWOCWI530664621$5,000Yes (X)
DALE BUYTAERT
612586 MOSSY CREEK DRIVEOWATONNAMN55060$20,017Yes (X)Yes (X)
DAN THIERET
621540 ANTON DRCOLUMBIAIL62236$10,000Yes (X)
DANA KOTARBA
638684 BELLADONNA DRCOLLEGE GROVETN37046$5,000Yes (X)
DAPHNIE MUNOZ
641057 E IMPERIAL HWY 105PLACENTIACA92870$9,990Yes (X)Yes (X)
DARREN SPARKS
6560 S MARKET STREET SUITE 1550SAN JOSE CA SJCCA95113$5,000Yes (X)
DARRYN MCGARVEY
6617555 45TH AVE NMINNEAPOLISMN55446$57,196Yes (X)Yes (X)
DAVID FORMAN
675150 WISTERIA DROCEANSIDECA920567269$6,000Yes (X)
DAVID GROVES
681314 MEESE RD NELOUISVILLEOH446412723$15,000Yes (X)
DAVID HENEKE
691995 PEACH DR NESAUK RAPIDSMN56379$12,000Yes (X)
DAVID HICKMAN
7014497 CARLOW RUNWESTFIELDIN460741412$10,044Yes (X)Yes (X)
DAVID JACOBSON
7140 PINEHURST CTPHOENIXVILLEPA194605756$49,968Yes (X)Yes (X)
DAVID THOMSEN
72405 CENTRAL AVE SQUINCYWA988481259$8,000Yes (X)
DEANA BOWDEN
734822 WISTERIA DRYORBA LINDACA92886$5,000Yes (X)
DEIRDRE HODGSON
7420965 NEVADA AVEPRIOR LAKEMN553729762$6,000Yes (X)
DENISE DENSLOW
759147 KORNBRUST DRENGLEWOODCO80111$27,802Yes (X)Yes (X)
DENNIS AYERS
761925 CENTURY PARK E FL 16LOS ANGELESCA900672701$10,000Yes (X)
DENNIS BUELOW
774492 W ABERDEEN PLACELITTLETONCO80123$10,000Yes (X)
DEREK EVANS
781521 N 1050 WWEST BOUNTIFULUT840871833$10,800Yes (X)
DEREK FLOYD
79404 N HERSHEY RD STE ABLOOMINGTONIL617043560$6,000Yes (X)
DERRICK DEBRUYNE
802210 E ROUTE 66GLENDORACA917404673$20,275Yes (X)Yes (X)
DONALD LOBERG
816915 LAKE HARRISON CIRCHANHASSENMN55317$40,054Yes (X)Yes (X)
DOUG BERTOSSI
822934 BOONE AVE SST LOUIS PARKMN55426$6,500Yes (X)
DREW MURRAY
8313559 N TRAILING INDIGO CTORO VALLEYAZ85755$8,000Yes (X)
ELIZA MINASSIAN
844317 REYES DRTARZANACA913565127$10,000Yes (X)
ELIZABETH RIDER
851405 SE ARMY POST ROADWEST DES MOINESIA50265$23,967Yes (X)Yes (X)
ELLY BARRINEAU
86222 JAMES WAYBERMUDA RUNNC27007$25,207Yes (X)Yes (X)
EMILY GUNTHER
871739 HIBBERD LANEWEST CHESTERPA19380$27,000Yes (X)
ERIK SKIE
881300 VINEYARD LNLIBERTYVILLEIL600485329$55,000Yes (X)
GEMA PTASINSKI
89651 E BENNETT AVEGLENDORACA91741$16,000Yes (X)
GEORGE KOTRIDIS
90105 VERONICA LANELANSDALEPA19446$20,097Yes (X)Yes (X)
GINA COCHETTI
911188 PADRE DRIVE SUITE 101SALINASCA93901$10,000Yes (X)
GRETCHEN WHALEN
923009 W SAN RAFAEL STTAMPAFL33629$20,000Yes (X)
HEIDI GRINDE
93220 SOUTH SIXTH ST STE 300MINNEAPOLISMN55402$5,300Yes (X)
JACK RYBICKI
944805 W WOODMERE RDTAMPAFL33609$22,000Yes (X)
JAIMEE WEAVER
951785 INDIAN WOOD CIRCLEMAUMEEOH43537$10,000Yes (X)
JAMES H CLARKSON
964 BATTERYMARCH PARK SUITE 100QUINCYMA02169$10,000Yes (X)
JAMES HAAKONSON
9714275 GOLF COURSE DR STE 300BAXTERMN564258674$10,000Yes (X)
JAMES HEILMAN
98201 N RIVERFRONT DRIVE SUITE 300MANKATOMN56001$10,000Yes (X)
JAMES RAPPIS
99W81 N756 TOPVIEW TRAILCEDARBURGWI53012$5,250Yes (X)
JAMES WATSON
100301 LISA LNKENNETT SQUAREPA19348$225,024Yes (X)Yes (X)
JAMIE HENKEMEYER
101625 OAK BRIDGE TRAILJOHNS CREEKGA30022$10,000Yes (X)
JAMIE LEWIS
1022902 HUDSON STREETBALTIMOREMD21224$9,000Yes (X)
JARED MATTS
1039120 LAURA LEE PL NWALBUQUERQUENM87114$5,307Yes (X)
JASON CARROLL
1041590 LITTLE RAVEN STDENVERCO80202$50,258Yes (X)Yes (X)
JASON CORREIA
10557 CHILD RDWOODSTOCKCT06281$5,104Yes (X)
JASON DUFFNER
1065001 SPRING VALLEY RD STE 600WDALLASTX752443988$30,000Yes (X)
JAY SATTLER
10752 BELGIAN CIRCLEBRISTOLCT06010$10,252Yes (X)Yes (X)
JED CHENEY
1084316 LAKEPOINT COURTSHOREVIEWMN55126$9,955Yes (X)Yes (X)
JEFF BONICK
1095301 GULF BLVD UNIT D609ST PETE BEACHFL33706$20,107Yes (X)Yes (X)
JEFFERY VRIEZE
1104339 MATTHEW COURTEAGANMN55123$245,209Yes (X)Yes (X)
JEFFREY HEITGERD
111600 WASHINGTON AVE STE 1800SAINT LOUISMO631011312$8,900Yes (X)
JEFFREY OONK
112826 ASPEN AVEOOSTBURGWI53070$5,447Yes (X)Yes (X)
JEFFREY SERVAIS
11315303 DALLAS PARKWAY SUITE 1400ADDISONTX75001$8,000Yes (X)
JENNIFER TINGLEY
1148929 ARALIA COURTINVER GROVE HEIGHTSMN55077$16,000Yes (X)
JENNIFER WISE
115950 N GLEBE ROAD SUITE 1200ARLINGTONVA22203$15,000Yes (X)
JERRY MCMILLON
1166852 BRIDGE VIEW DRFRISCOTX75034$25,000Yes (X)
JILL AND DEAN BOSCO
1173513 PINETREE ROADORLANDOFL32801$65,235Yes (X)Yes (X)
JOHN DORN
118220 S 6TH ST STE 300MINNEAPOLISMN554021418$8,000Yes (X)
JOHN LANGAN
1199521 MOUNT VERNON LNDGALEXANDRIAVA22309$40,000Yes (X)
JOHN PROPHET
120200 E WASHINGTON STAPPLETONWI549115490$10,000Yes (X)
JOHN RASSI
12111996 MILLER RDTREMONTIL615689061$7,000Yes (X)
JOHN TOSCANO
12229 SOUTH MAIN STREET 4TH FLOORWEST HARTFORDCT06107$6,000Yes (X)
JONATHAN DIETZEN
123601 W RIVERSIDE AVE SUITE 1950SPOKANEWA99201$16,000Yes (X)
JONATHAN MEINHOLZ
1243402 OAKWOOD MALL DR 100EAU CLAIREWI54701$5,200Yes (X)
JONATHAN TRAUTMAN
125225181 KRAMER LNSCHOFIELDWI544767510$7,200Yes (X)
JOSEPH BAEZ
1261651 FARMSIDE LANEBOLINGBROOKIL60490$15,162Yes (X)Yes (X)
JOSEPH KASK
12758 SYCAMORE DRIVEDURHAMCT06422$20,000Yes (X)
JOSHUA ENGER
1283160 SYCAMORE LN NPLYMOUTHMN55441$74,000Yes (X)
JOSHUA WILKS
129268 CHERRY HILLS MEADOWS DRWILDWOODMO630401644$45,270Yes (X)Yes (X)
KARL APPELQUIST
130M2 ON NEIL STREET 301 N NEIL ST 205CHAMPAIGNIL61820$20,000Yes (X)
KELLI ROBERTS
131486 N PATTERSON AVEWINSTONSALEMNC27101$6,000Yes (X)
KELLY KIENHOLZ SEEVERS
132220 S 6TH ST STE 300MINNEAPOLISMN554021418$15,000Yes (X)
KELSEY VATSAAS
1331446 TEXAS CIR SMINNEAPOLISMN554261958$30,000Yes (X)
KENNETH BAGNER
134293 EISENHOWER PARKWAY 2ND FLOORLIVINGSTONNJ07039$10,000Yes (X)
KEVIN COX
135341 BAYVIEW BLVDNEWPORTWA991568364$12,000Yes (X)
KEVIN GILMORE
1361785 INDIAN WOOD CIRCLEMAUMEEOH43537$5,000Yes (X)
KEVIN LEDER
1374601 SIX FORKS RD STE 350RALEIGHNC276095263$30,161Yes (X)Yes (X)
KIRTHI MANI
13860 EAST 42ND ST SUITE 2300NEW CITYNY10956$40,193Yes (X)Yes (X)
KOREY BOELTER
1399942 189TH ST WLAKEVILLEMN55044$38,137Yes (X)Yes (X)
KURT KILWEIN
1409051 CATTARAUGUS AVE APT 5 LOS ANGELOS ANGELESCA90034$51,000Yes (X)
KYLA DELGADO
1415490 MAE VALLEY RD NEMOSES LAKEWA988379184$5,000Yes (X)
KYLE WILLIAMSON
1424932 RUSTIC OAKS CIRNAPLESFL34105$49,451Yes (X)Yes (X)
LANCE SCHMIDT
1435009 HANOVER LANELAKELANDFL33813$10,000Yes (X)
LESLIE BOYD
14416463 VALHALLA DRIVENOBLESVILLEIN46060$20,000Yes (X)
LINDA HILLSTROM
1451785 INDIAN WOOD CIRCLEMAUMEEOH43537$5,000Yes (X)
LISA RICHMOND
14616632 BARTIZAN DRIVEWILDWOODMO63038$7,200Yes (X)
LISA STOVER
1479602 LARKVIEW CTFAIRFAX STATIONVA22039$5,000Yes (X)
MANDY MERCHANT
1481444 GREYSTONE DRPITTSBURGHPA15206$6,000Yes (X)
MARC MALLORY
1493259 PIN OAK RD MEDINA MN 55340MEDINAMN55340$5,000Yes (X)
MARIA MORALES
150PO BOX 25172TAMPAFL33622$5,000Yes (X)
MARIE CAPUTO
1511927 HILLTOP RDJESSUPMD20794$10,000Yes (X)
MARIO MCKENZIE
1528101 SKYE KNOLL DRWAXHAWNC281737469$44,913Yes (X)Yes (X)
MARK BELLOWS
153821 LAZY TRAIL DRIVEROCKLINCA95765$25,000Yes (X)
MARK CUMMINGS
1544 BATTERYMARCH PARK SUITE 100QUINCYMA02169$5,652Yes (X)
MARK DALBEY
155301 SW ADAMS STREET SUITE 1000PEORIAIL61602$10,000Yes (X)
MARK JOSTES
156600 WASHINGTON AVE STE 1800SAINT LOUISMO631011312$5,500Yes (X)
MARK WYZGOWSKI
1578527 HEIRLOOM BLVDCOLLEGE GROVETN37046$20,000Yes (X)
MARSHA PLACENCIA
1582875 MICHELLE DRIVE SUITE 300IRVINECA92606$5,000Yes (X)
MARY KAY CURTISS
1592 KATHERINE LNSIMSBURYCT060701234$7,104Yes (X)
MATHEW ABRAHAM
16010595 OXFORD MILL CIRALPHARETTAGA30022$5,000Yes (X)
MATHEW ANDERSON
1615081 S CLINTON STGREENWOOD VILLAGECO80111$7,500Yes (X)
MATTHEW BARNETTE
16211168 WATER TRACE DRIVETEGA CAYSC29708$15,000Yes (X)
MATTHEW BONE
163200 RIESLING RDBERNALILLONM87004$12,500Yes (X)
MATTHEW URKOSKI
1647180 W WARREN AVELAKEWOODCO80227$7,000Yes (X)
MELISSA STRUCK
1651413 MEYER CTPLAINFIELDIL60586$9,000Yes (X)
MELISSA YODER
1661506 LONGHORN DRMETAMORAIL61548$171,032Yes (X)Yes (X)
MICHAEL MEAD
1671971 FURLONG CTWEST LINNOR97068$12,025Yes (X)
MICHAEL PEER
1681919 COLDWATER CREEK DRWAUKESHAWI53188$7,059Yes (X)Yes (X)
MICHAEL PELLETIER
1694 SCOVILLE RDCANTONCT060194535$12,000Yes (X)
MICHAEL SIEGEL
17010453 56TH PLACE NLAKE ELMOMN55042$25,000Yes (X)
MICHAEL SLAVIK
171150 4TH AVENUE NORTH SUITE 1820NASHVILLETN37219$30,853Yes (X)Yes (X)
MICHELE CHALMERS
1721347 WILEY OAK DRIVEJARRETTSVILLEMD21084$60,491Yes (X)Yes (X)
MRUDUL SHARMA
1731415 LINCOLN TERMINNEAPOLISMN554211959$5,100Yes (X)
NAT BARTHOLOMEW
1744607 33RD ST NARLINGTONVA22207$24,000Yes (X)
NICHOLAS ROMANELLI
17522W101 BUSCH RDGLEN ELLYNIL601373624$7,500Yes (X)
NICK NIELSEN
176818 2ND STREET SOUTHWAITE PARKMN56373$29,904Yes (X)Yes (X)
PATRICK NESS
177W5969 EASTER LILY DRAPPLETONIL54915$8,000Yes (X)
PATRICK SMITH
17810700 NORTHUP WAY 200BELLEVUEWA98004$10,000Yes (X)
PAUL BAILEY
1798035 N IRONWOOD DRIVEPARADISE VALLEYAZ85253$40,097Yes (X)Yes (X)
PAUL NIEDERMULLER
18014024 KAHLER PLACEBROOMFIELDCO80023$33,100Yes (X)
PAUL TREINEN
1812360 LASSEN WAYTUSTINCA92782$9,000Yes (X)
PURVI SHAH
1821255 WELLINGTON PLACEALPHARETTAGA30004$5,000Yes (X)
RANDALL ROMES
183220 S 6TH ST STE 300MINNEAPOLISMN554021418$16,000Yes (X)
RANDIE DIAL
184126 ULEN BLVDLEBANONIN46052$30,000Yes (X)
REED MATTHEWS
1854600 RONNIE CTROCKLINCA95677$34,066Yes (X)
RICHARD BAUMEISTER
186801 CHERRY STREET SUITE 1400FORT WORTHTX76102$5,000Yes (X)
RICHARD KRUEGER
1877543 S 50TH CTFRANKLINWI53132$35,000Yes (X)
RICK VOJTISEK
188W13063 STATE ROAD 188LODIWI53555$20,057Yes (X)Yes (X)
ROBERT CALLANAN
18915571 PLACID CIRCLEHUNTINGTON BEACHCA92647$10,001Yes (X)Yes (X)
ROBERT HENNEN
1906772 INMAN AVE NWANNANDALEMN55302$24,000Yes (X)
ROBERT LEE
19126515 CARMEL RANCHO BLVD SUITE 100CARMELCA93923$5,000Yes (X)
ROBERT WALKER
1922157 BEL AIR LANEROSEVILLE CACA95678$12,000Yes (X)
RODERICK MAUSZYCKI
193220 S 6TH ST STE 300MINNEAPOLISMN554021418$6,000Yes (X)
RONALD CRESSMAN JR
1942681 MONTAGUE CT WCLEARWATERFL33761$16,400Yes (X)
RUSTY GIBSON
1952302 E LAKE AVEPEORIAIL61614$33,388Yes (X)Yes (X)
SAHAN TOTAGAMUWA
196935 ROMAN RDWAUKEEIA502638076$9,103Yes (X)Yes (X)
SAMANTHA METCALF
1971313 SHELLY LANEHARTLANDWI53029$67,742Yes (X)Yes (X)
SCOTT ENGELBRECHT
198701 HAVERFORD RDSAINT LOUISMO631241011$125,000Yes (X)
SCOTT GORDEN
19911640 AILERON CIRINVER GROVE HEIGHTSMN55077$5,000Yes (X)
SCOTT LIVELY
200600 WASHINGTON AVE STE 1800SAINT LOUISMO631011312$6,000Yes (X)
SEAN WALKER
201728 HOLDEN RDFREDERICKMD217013398$15,000Yes (X)
SHEVAR GOONEWARDENA
202925 HIGHLAND POINTE DR STE 450ROSEVILLECA956785423$10,000Yes (X)
SPENCER LOURENS
203801 GRAND AVE SUITE 3900DES MOINESIA50309$8,700Yes (X)
STEPHANIE MARKERT
2044932 HARRIET AVEMINNEAPOLISMN55419$6,300Yes (X)
STEVEN COMBS
2052875 MICHELLE DRIVE SUITE 300IRVINECA926061021$5,336Yes (X)Yes (X)
SUSAN ROBERTS
2064703 EL SALVADOR CTARLINGTONTX760172607$6,000Yes (X)
SUSAN SABO
2072312 LORD ANSON DRIVEWAXHAWNC28173$6,550Yes (X)
THAO TRAN
2082875 MICHELLE DRIVE SUITE 300IRVINECA92606$5,000Yes (X)
THOMAS DEARNLEY
20964 MAIN STREETNORWELLMA02061$15,004Yes (X)
THOMAS GIESEN
2103509 GREENVIEW COURTREEDSVILLEWI54230$5,000Yes (X)
THOMAS JENSEN
2111826 WEST STREAMS EDGE CIRCLEKAYSVILLEUT84037$5,250Yes (X)
THOMAS NORDBY
2128103 YORKTOWN DRALEXANDRIAVA22308$6,000Yes (X)
TIMOTHY BARRY
21380 OLD COUNTRY LANEABINGTONMA02351$5,600Yes (X)
TIMOTHY CHILDERS
2141 BRONZE POINTE BLVDBELLEVILLEIL622261045$15,000Yes (X)
TIMOTHY DEVOTO
2152999 OAK ROAD SUITE 700WALNUT CREEKCA94597$32,000Yes (X)
TIMOTHY IRVIN
216547 HILL AVEGLEN ELLYNIL60137$9,166Yes (X)
TIMOTHY MAHONEY
217925 HIGHLAND POINTE DR STE 450ROSEVILLECA956785423$10,000Yes (X)
TIMOTHY O'SHAUGHNESSY
21818 CROWN MANOR DRCHESTERFIELDMO630056805$45,557Yes (X)Yes (X)
TINA HENTON
21917886 HITHER HILLS CIRCLEWINTER GARDENFL34787$30,374Yes (X)Yes (X)
TODD DEINDOERFER
220ONE SEAGATE SUITE 2650TOLEDOOH43604$12,000Yes (X)
TODD ETHERIDGE
2211614 S GALENA AVEDIXONIL610219611$26,000Yes (X)
TODD HASENBANK
2229936 RIVEREDGE DRMARSHFIELDWI544498722$13,000Yes (X)
TODD SPRANG
22371 S 7TH AVELA GRANGEIL60525$6,600Yes (X)
TONY HALLADA
224220 S 6TH ST STE 300MINNEAPOLISMN554021418$35,000Yes (X)
TREY STURTEVANT
225111 EAST STREETHINGHAMMA02043$9,054Yes (X)Yes (X)
TRIPP KAY
2262645 RIVERS ROAD NORTHWESTATLANTAGA30305$12,500Yes (X)
TYLER HESS
2272797 LINDGREN LNMAPLE PLAINMN553599770$20,216Yes (X)Yes (X)
VANESSA BECHTEL
2282604 LAKEVIEW DRIVECHAMPAIGNIL61822$15,000Yes (X)
WADE MCMULLEN
2292210 E ROUTE 66GLENDORACA917404673$12,000Yes (X)
WALKER WILKERSON
230PO BOX 7073LAKELANDFL33807$6,000Yes (X)
WENDI BODDY
2312607 FORT STREETCHARLOTTENC28205$17,984Yes (X)Yes (X)
WILLIAM EARLY
2321966 GREENSPRING DRIVE SUITE 300TIMONIUMMD21093$60,304Yes (X)Yes (X)
WILLIAM MOORE
233195 DEERFIELD LANEHANOVERMA02339$8,300Yes (X)
YASSIR KARAM
2346390 MONTANA SPRINGS DRIVEZIONSVILLEIN46077$111,956Yes (X)Yes (X)
ZINA SAEED
235301 SW ADAMS STREET SUITE 1000PEORIAIL61602$5,100Yes (X)
DANIEL FREIN
2361020 LAKE WASHINGTON BLVD NEBELLEVUEWA980044802$45,808Yes (X)Yes (X)
DAVID COBIA
23711608 STUMP RDYAKIMAWA989088728$18,409Yes (X)Yes (X)
JEN LEARY
238504 ARBORVITAE COURTWAXHAWNC28173$400,278Yes (X)Yes (X)
JOHN TAUER
23916552 DULUTH TRAILLAKEVILLEMN55044$45,770Yes (X)Yes (X)
MICHAEL PRINZO
2404985 PERSIMMON LNCASTLE ROCKCO801097720$41,360Yes (X)Yes (X)
NANCY BROWN
2413827 BRAMWYCK DRCHARLOTTENC28210$159,888Yes (X)Yes (X)
SHAREY WANG
2421925 CENTURY PARK E FL 16LOS ANGELESCA900672701$60,698Yes (X)Yes (X)
TIMOTHY WARREN
24312 BROOK HILL RDFISKDALEMA015181053$25,397Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (66 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
128000 SHARES SCHWAB US TREASURY MONEY INVESTOR$8,0002025-11-26
1310 SHARES MICROSOFT CORP$5,0382025-07-23
16197 SHARES OF INVESCO S&P 500 QUALITY ETF$14,9482025-12-16
20190 SHARES ISHARES S&P 500 GROWTH ETF$20,1912025-06-16
324 SHARES BROADCOM INC, 11 SHARES KLA CORP$14,7502025-12-31
38181 SHARES VANGUARD S&P 500 ETF$100,1742025-12-15
3932 SHARES VANGUARD S&P 500 ETF$20,0822025-12-19
4264 SHARES SPDR S&P 500 ETF$40,4012025-11-20
4929 SHARES ISHARES CORE S&P 500 ETF$20,0192025-12-23
5216 SHARES VANGUARD S&P 500 ETF$10,0222025-11-26
54645 SHARES DIMENSIONAL U S CORE EQUITY ETF$24,9912025-10-02
5639.917 SHARES INVSC QQQ TRUST SRS 1 ETF$24,5852025-12-22
58130 SHARES VANGUARD S&P 500 ETF$81,7122025-12-10
6116 SHARES VANGUARD S&P 500 ETF$10,0172025-11-26
64143 SHARES INVESCO S&P 500 QUALITY ETF$9,9902025-06-13
6672 SHARES VANGUARD S&P 500 ETF$45,1962025-12-19
70680 SHARES SCHWAB 1000 INDEX$10,0442025-12-03
71138 SHARES NVIDIA CORP$24,9682025-12-11
7524 SHARES VANGUARD S&P 500 ETF$15,0022025-12-16
8040 SHARES APPLE INC$10,2752025-09-25
81143 SHARES OF STOCK (CATERPILLAR INC, IBM CORP, WALMART INC, VANGUARD S&P 500 ETF)$24,8912025-12-22
8519 SHARES VANGUARD S&P 500 ETF$11,9672025-12-09
8677 SHARES WILLIAMS COS INC; 183 SHARES CITIGROUP INC$25,2072025-12-11
9042 SHARES ISHARES RUSSELL 1000 GROWTH ETF$20,0972025-12-09
100201 SHARES VANGUARD S&P 500 ETF$125,0242025-12-19
104714 SHARES INVESCO S&P 500 QUALITY ETF$50,2582025-06-13
10767 SHARES INVESCO S&P 500 QUALITY ETF$5,0522025-12-10
108143 SHARES DONALDSON INC$9,9552025-06-04
109191 SHARES ST STRT SPDR PRTL S&P 500 GRW ETF IV$20,1072025-12-18
1103089 SHARES OF STOCK (ALIGNMENT HEALTHCARE INC, APPLOVIN CORP, BROADCOM INC, GE VERNOVA INC, GUARDAN$120,2202025-06-16
11233 SHARES INVESCO S&P 500 QUALITY ETF; 48 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF$5,4472025-12-10
117137 SHARES INVESCO S&P 500 QUALITY ETF; 48 SHARES VANGUARD S&P 500 ETF$35,2352025-01-09
12625 SHARES VANGUARD S&P 500 ETF$15,1622025-09-16
12948 SHARES VANGUARD S&P 500 ETF$30,2702025-12-05
13725 SHARES SPDR PORTFOLIO DVLPD WRLD EX-US ETF; 132 SHARES ST STRT SPDR PRTL S&P 500 GRW ETF IV$15,1612025-12-19
13848 SHARES VANGUARD S&P 500 ETF$30,1932025-12-09
13932 SHARES VANGUARD S&P 500 ETF$20,1372025-12-22
14279 SHARES VANGUARD S&P 500 ETF$49,4512025-12-16
152185 SHARES ST STRT SPDR PRTL S&P 500 GRW ETF IV$19,9132025-12-29
166146 SHARES CATERPILLAR INC$85,0322025-12-22
16827 SHARES INVESCO S&P 500 QUALITY ETF$2,0582025-12-12
17149 SHARES VANGUARD S&P 500 ETF$30,8532025-12-22
17263 SHARES MICROSOFT CORP$30,4912025-12-18
17632 SHARES VANGUARD S&P 500 ETF$19,9042025-12-19
17983 SHARES VANGUARD GROWTH ETF$40,0972025-12-15
188160 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF$10,0572025-12-12
18979 SHARES COLUMBIA SELIGMAN TECH & INFO A$10,0012025-06-26
195330 SHARES INVESCO S&P 500 QUALITY ETF$24,9882025-12-19
19650 SHARES ISHARES S&P 500 GROWTH ETF$6,1032025-12-16
19772 SHARES VANGUARD S&P 500 ETF$44,7422025-12-18
2059 SHARES VANGUARD S&P 500 ETF$5,3362025-08-14
218499 SHARES VANGUARD S&P 500 ETF$30,5572025-12-16
21950 SHARES VANGUARD S&P 500 ETF$30,3742025-09-15
2252 SHARES VANGUARD S&P 500 ETF; 50 SHARES INVESCO S&P 500 QUALITY ETF$5,0542025-12-22
22728 SHARES VANGUARD S&P 500 ETF; 57 SHARES INVESCO S&P 500 QUALITY ETF$20,2162025-07-07
231552 SHARES SPDR MSCI ACWI EX-US ETF$17,9842025-08-05
232191 SHARES ST STRT SPDR PRTL S&P 500 GRW ETF IV; 32 SHARES VANGUARD S&P 500 ETF$40,3042025-12-12
234740 SHARES OF STOCK (INVESCO S&P 500 QUALITY ETF, VANGUARD FTSE DEV MARKETS ETF, VANGUARD S&P 500 ET$111,9562025-10-20
23659 SHARES VANGUARD S&P 500 ETF; 18 SHARES META PLATFORMS INC CLASS A$45,8082025-12-31
23731 SHARES VANGUARD S&P 500 ETF$18,4092025-12-31
2382839 SHARES OF STOCK (INVESCO S&P 500 QUALITY ETF, ST STRET SPDR PRTFL S&P 600 S C ETF, VANGUARD FTS$400,2782025-12-31
23947 SHARES VISA; 135 SHARES JD.COM; 112 SHARES ISHARES S&P 500 VALUE ETF$45,7702025-12-31
240125 SHARES VANGUARD FTSE DEV MARKETS ETF; 320 SHARES PROSHARES S&P 500 DIV AR. ETF$40,8602025-12-31
2411234 SHARES OF NVIDIA CORP$159,8882025-12-31
24297 SHARES OF STOCK (ISHARES CORE S&P 500 ETF, VANGUARD TOTAL STOCK MARKET ETF, ISHARES CORE S&P 500$60,6982025-12-31
2431027 SHARES OF SCHWAB US BROAD MARKET ETF$24,9832025-12-31

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT FEESCategoryTxt
Amt$12,729Amt
Net Investment Income$3,182NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$9,547DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BUILDERS BRIDGEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12649 BREKONRIDGE CENTRE DRAddressLine1Txt
CityMONROECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28110ZIPCd
FieldValueIRS element (for citing)
Grant2025-11-18GrantDt
Grant$5,000GrantAmt
Purpose Of GrantTO SUPPORT HOME IMMERSION TOURS, WHICH INTRODUCE HIGH SCHOOL STUDENTS TO ATTAINABLE CAREERS IN THE HOMEBUILDING INDUSTRY, THROUGH HANDS-ON SITE VISITS AND CAREER EXPLORATION. THESE TOURS PROMOTE AWARENESS OF SKILLED TRADES AS PATHWAYS TO ECONOMIC MOBILITY AND HELP BUILD A MORE INFORMED AND DIVERSE FUTURE WORKFORCE.PurposeOfGrantTxt
Expended By Grantee$5,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By GranteeNO REPORTS DUE DURING TAXABLE YEAR.DatesOfReportsByGranteeTxt
Results Of VerificationTHE ORGANIZATION IS NOT AWARE THAT THE GRANTEES DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. ALTHOUGH THE GRANT REPORT ITSELF IS NOT DUE UNTIL NOVEMBER 17, 2026, PER THE GRANT CONTRACT, THE GRANTEE IS REQUIRED TO NOTIFY THE FOUNDATION OF ANY CHANGES THAT DIVERGE FROM THE PLAN ARTICULATED IN THE GRANT APPLICATION.ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MICROSOFT CORP$30,468$30,468
INVESCO S&P 500$121,581$121,581
VANGUARD S&P 500 ETF$812,133$812,133
INVSC QQQ TRUST SRS 1$24,553$24,553
ISHARES CORE S&P 500$49,316$49,316
ISHARES RUSSELL 1000$19,879$19,879
ISHARES S&P 500 GROWTH$6,163$6,163
ISHARES S&P 500 VALUE$23,752$23,752
SCHWAB US BROAD MARKET$8,813$8,813
SPDR PORTFOLIO DVLPD$1,110$1,110
ST STRET SPDR PRTFL S&P$19,916$19,916
ST STRT SPDR PRTL S&P$74,583$74,583
VANGUARD FTSE DEVELOPED$185,973$185,973
VANGUARD FTSE EMERGING$7,311$7,311
VANGUARD GROWTH ETF$40,492$40,492
VANGUARD INTL DIVIDEND$16,187$16,187
VANGUARD TOTAL STOCK$1,006$1,006
BROADCOM INC$1,385$1,385
CATERPILLAR INC$95,669$95,669
CITIGROUP INC$21,354$21,354
IBM CORP$2,666$2,666
KLA CORP$13,366$13,366
NVIDIA CORP$25,737$25,737
WALMART INC$9,916$9,916
WILLIAMS COS INC$4,628$4,628
SCHWAB 1000 INDEX$9,894$9,894

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TECHNOLOGY$113,475$0$0$114,998
INSURANCE$923$0$0$934
POSTAGE AND DELIVERY$250$0$0$250
PROFESSIONAL DEVELOPMENT$1,501$0$0$1,501
DUES AND SUBSCRIPTION$630$0$0$630
BANK FEES$13,180$0$0$13,180

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$964Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$7,730Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,595DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJEN LEARYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH 6TH STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$5,338$0$0$0
FOREIGN TAXES$0$227$0$0

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