PATTERSON DENTAL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PATTERSON DENTAL FOUNDATION (EIN 74-3076772)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-17
- IRS object ID
- 202642609349100104
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-17T09:26:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463220328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKINS HENKE AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 INWOOD AVENUE NORTH SUITE 140 | AddressLine1Txt |
| City | OAKDALE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743076772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATT | BusinessNameControlTxt |
| Phone | 6519942193 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDSAY STEWART | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6519942193 | PhoneNum |
| Signature | 2026-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA M AKINS | PreparerPersonNm |
| PTIN | P00950359 | PTIN |
| Phone | 6516363806 | PhoneNum |
| Preparation | 2026-07-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,824,398 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $438,896 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $619,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $619,253 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,745,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,346,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,764,046 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,804,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,383,299 | 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 | $20,580 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,203 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,377 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $227,162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $204,362 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,062 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,361 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $186,641 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $186,641 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $510,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $211,565 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $222,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,536,931 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,539,231 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,047,737 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $211,565 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,762,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $756,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,171,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $67,756 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $241,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $241,451 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $54,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $67,633 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $54,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $54,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $40,794 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,298 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,298 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $31,280,679 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,436,852 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,436,852 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $50,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,730 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $631 | LandBOYAmt |
| Land EOY | $40,270 | LandEOYAmt |
| Land EOYFMV | $40,270 | LandEOYFMVAmt |
| Other Assets BOY | $38,132 | OtherAssetsBOYAmt |
| Other Assets EOY | $34,527 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,527 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,495,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,824,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,824,398 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $76,881 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $99,500 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,300 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $154,258 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $189,246 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $233,439 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $288,746 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,262,186 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $34,535,652 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,262,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,535,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,495,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,824,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,262,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $756,308 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,517,158 | OtherIncreasesAmt |
| Subtotal | $34,535,652 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,535,652 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US BANK INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $15,346,116 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,582,070 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,764,046 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,764,046 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,764,046 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,187 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,187 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,187 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,325 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,325 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $13,134 | OverpaymentAmt |
| Applied To ES Tax | $13,134 | 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 | WWW.PATTERSONFOUNDATION.NET | WebsiteAddressTxt |
| Individual With Books | LINDSAY STEWART | IndividualWithBooksNm |
| Phone | 6516861600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| R STEPHEN ARMSTRONG | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | TREASURER | 0.75 | $0 | $0 | $0 |
| GEORGE HENRIQUES | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| LESLIE KORSH | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | SECRETARY | 0.40 | $0 | $0 | $0 |
| MIKE RODDY | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| DALE A SPANN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| CHRISTINE MOORE | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| KAREN SCOTT | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | PRESIDENT | 0.40 | $0 | $0 | $0 |
| ROBERT RAJALINGAM | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| DREW BRODIN | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| CARA CHERRY | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | VICE PRESIDENT | 0.40 | $0 | $0 | $0 |
| KRISTIN DIETZLER | ||||||||
| 1031 MENDOTA HEIGHTS ROAD | ST PAUL | MN | 55120 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIT INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 IDS CENTER 80 SOUTH 8TH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $176,785 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $32,330,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $146,095 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,739,055 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,739,055 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $491,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,247,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,612,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,612,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,187 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,187 | TotalTaxAmt |
| Distributable Before Adj | $1,582,211 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,582,211 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,582,211 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,762,049 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,762,049 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,582,211 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $60,207 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $171,756 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,685 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,990 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $310,638 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,762,049 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,582,211 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $179,838 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $490,476 | 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 | $490,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,207 | ExcessFromYear4Amt |
| Excess From Year3 | $171,756 | ExcessFromYear3Amt |
| Excess From Year2 | $64,685 | ExcessFromYear2Amt |
| Excess From Year1 | $13,990 | ExcessFromYear1Amt |
| Excess From Current Year | $179,838 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDSAY STEWART FOUNDATION MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 MENDOTA HEIGHTS ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6516861929 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE ALL ITEMS REQUESTED IN THE GRANT APPLICATION. GRANT APPLICATIONS CAN BE OBTAINED BY WRITING, EMAILING (INFORMATION@PATTERSONFOUNDATION.NET) OR CALLING (651)686-1929. THE GRANT APPLICATION INCLUDES A BRIEF DESCRIPTION OF YOUR PROJECT AND STATEMENT OF NEED, SUMMARY OF THE ORGANIZATION, ITS MISSION AND GOALS, ORGANIZATION BUDGET, AND A PROJECT BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MOST APPLICATIONS THAT RECEIVE FUNDING REQUIRE 60 TO 140 DAYS CONSIDERATION AND APPROVAL. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION FOCUSES ON PROVIDING GRANTS IN EDUCATION HEALTH AND HUMAN SERVICES, AND EDUCATIONAL SCHOLARSHIPS. EDUCATION GRANTS ARE SUPPORT FOR EDUCATION IN THE FOUNDATION'S FOCUS AREAS OF ORAL HEALTH AND ANIMAL HEALTH. HEALTH AND HUMAN SERIVCES GRANTS ASSIST PROGRAMS THAT BENEFIT ECONOMICALLY DISADVANTAGED PEOPLE OR YOUTH WITH SPECIAL NEEDS. EDUCATIONAL SCHOLARSHIPS ARE SUPPORT FOR DEPENDENTS OF PATTERSON COMPANIES, INC. EMPLOYEES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NATIVE AMERICAN COMMUNITY CLINIC | ||||||||||||
| 1213 E FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | PC | INCREASING DENTAL ACCESS GRANT | $20,000 | ||||||
| MISSION OUTPOST | ||||||||||||
| 13901 FAIRVIEW DR | BURNSVILLE | MN | 55337 | PC | INCREASING DENTAL ACCESS GRANT | $26,000 | ||||||
| AMERICAN ACADEMY OF COSMETIC DENTISTRY CHARITABLE FOUNDATION | ||||||||||||
| 200 RIVER PLACE SUITE 150 | MONONA | WI | 53716 | PC | INCREASING DENTAL ACCESS GRANT | $20,000 | ||||||
| SEATTLE'S UNION GOSPEL MISSION | ||||||||||||
| 3800 SOUTH OTHELLO ST | SEATTLE | WA | 98118 | PC | INCREASING DENTAL ACCESS GRANT | $18,000 | ||||||
| FOOTBRIDGE INC | ||||||||||||
| 5012 WHITE OAK DR | LEXINGTON | NC | 27295 | PC | INCREASING DENTAL ACCESS GRANT | $25,000 | ||||||
| COMMUNITY DENTAL CARE | ||||||||||||
| 1670 BEAM AVE SUITE 204 | MAPLEWOOD | MN | 55109 | PC | INCREASING DENTAL ACCESS GRANT | $15,000 | ||||||
| SPECIAL OLYMPICS MISSOURI | ||||||||||||
| 305 SPECIAL OLYMPICS DR | JEFFERSON CITY | MO | 65101 | PC | INCREASING DENTAL ACCESS GRANT | $3,500 | ||||||
| DENTAL DAYS | ||||||||||||
| 740 E HATTIE GREENE | FLAGSTAFF | AZ | 86001 | PC | INCREASING DENTAL ACCESS GRANT | $3,500 | ||||||
| GUIDE DOGS OF AMERICA | ||||||||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 61342 | PC | INCREASING ACCESS TO SERVICE DOGS | $35,000 | ||||||
| SAMARITAN HOUSE COMMUNITY CENTER | ||||||||||||
| PO BOX 939 | ROGERS | AR | 72757 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| SOUTH BAY CHILDREN'S HEALTH CLINIC | ||||||||||||
| 410 CAMINO REAL | REDONDO BEACH | CA | 90277 | PC | INCREASING DENTAL ACCESS GRANT | $13,345 | ||||||
| VOLUNTEER FOR DENTAL | ||||||||||||
| 31 E CLAY AVE | MUSKEGON | MI | 49442 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| INTERFAITH DENTAL CLINIC | ||||||||||||
| 600 HILL AVE SUITE 100 | NASHVILLE | TN | 37210 | PC | INCREASING DENTAL ACCESS GRANT | $12,200 | ||||||
| RURAL PARISH CLINIC OF ARCHDIOCESE OF ST LOUIS | ||||||||||||
| 20 ARCHBISHOP MAY DR | ST LOUIS | MO | 63119 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| NORTH DAKOTA STATE COLLEGE SCIENCE FOUNDATION | ||||||||||||
| 800 SIXTH ST N | WAHPETON | ND | 58076 | PC | INCREASING DENTAL ACCESS GRANT | $17,500 | ||||||
| IOWA DENTAL FOUNDATION | ||||||||||||
| 666 GRAND AVE SUITE 901 | DES MOINES | IA | 50309 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | ||||||
| COLUMBUS COMMUNITY HOST GROUP | ||||||||||||
| 1674 SCARLET AVE | COLUMBUS | OH | 43035 | PC | INCREASING DENTAL ACCESS GRANT | $3,500 | ||||||
| RHODE ISLAND ORAL HEALTH FOUNDATION | ||||||||||||
| 201 A GRAVELLY HILL RD | WAKEFIELD | RI | 02879 | PC | INCREASING DENTAL ACCESS GRANT | $3,500 | ||||||
| CALIFORNIA CAREFORCE | ||||||||||||
| 950 RESERVE DR SUITE 120 | ROSEVILLE | CA | 95678 | PC | INCREASING DENTAL ACCESS GRANT | $3,500 | ||||||
| UNITED DISABILITIES SERVICES FOUNDATION | ||||||||||||
| 2270 ERIN COURT | LANCASTER | PA | 17601 | PC | INCREASING ACCESS TO SERVICE DOGS | $20,000 | ||||||
| CAN DO CANINES | ||||||||||||
| 9440 SCIENCE CENTER DR | NEW HOPE | MN | 55428 | PC | INCREASING ACCESS TO SERVICE DOGS | $25,000 | ||||||
| SMITH ISLAND UNITED | ||||||||||||
| PO BOX 40 | EWELL | MD | 21824 | PC | INCREASING DENTAL ACCESS GRANT | $20,000 | ||||||
| COMMUNITY SMILES HEALTH CLINIC | ||||||||||||
| 210 NW BARSTOW ST SUITE 305 | WAUKESHA | WI | 53188 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| MATTHEW 25 INC | ||||||||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| AMERICA'S TOOTHFAIRY NATIONAL CHILDREN'S ORAL HEALTH FOUNDATION | ||||||||||||
| 4530 PARK ROAD SUITE 320 | CHARLOTTE | NC | 28209 | PC | INCREASING DENTAL ACCESS GRANT | $20,000 | ||||||
| MERCY HEALTH CENTER | ||||||||||||
| 700 OGLETHORPE AVE C7 | ATHENS | GA | 30606 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| DUPAGE HEALTH COALITION | ||||||||||||
| 511 THORNHILL SUITE C | CAROL STREAM | IL | 60188 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| DENTAL LIFELINE NETWORK | ||||||||||||
| 1800 15TH ST SUITE 100 | DENVER | CO | 80202 | PC | INCREASING DENTAL ACCESS GRANT | $20,000 | ||||||
| MOAB FREE HEALTH CLINIC | ||||||||||||
| 121 W 200 S SUITE A | MOAB | UT | 84532 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| HOLLAND FREE HEALTH CLINIC | ||||||||||||
| 99 W 26TH ST | HOLLAND | MI | 49423 | PC | INCREASING DENTAL ACCESS GRANT | $8,000 | ||||||
| OASIS FREE CLINICS | ||||||||||||
| 331 MAINE ST SUITE 413 | BRUNSWICK | ME | 04011 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| MIDWESTERN UNIVERSITY | ||||||||||||
| 19555 N 95TH AVE | GLENDALE | AZ | 85308 | PC | INCREASING DENTAL ACCESS GRANT | $3,500 | ||||||
| MEHARRY MEDICAL COLLEGE | ||||||||||||
| 1005 DR DB TODD JR BLVD | NASHVILLE | TN | 37208 | PC | INCREASING DENTAL ACCESS GRANT | $3,500 | ||||||
| COLORADO MISSION OF MERCY | ||||||||||||
| 1910 56TH AVE | GREELEY | CO | 80634 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | ||||||
| HELPING PAWS INC | ||||||||||||
| 6569 CITY WEST PARKWAY | EDEN PRAIRIE | MN | 55344 | PC | INCREASING ACCESS TO SERVICE DOGS | $24,000 | ||||||
| CANINE PARTNERS FOR LIFE | ||||||||||||
| 334 FAGGS MANOR RD | COCHRANVILLE | PA | 19330 | PC | INCREASING ACCESS TO SERVICE DOGS | $10,000 | ||||||
| FUTURE FARMERS OF AMERICA CALIFORNIA | ||||||||||||
| 13020 STOCKTON BLVD | GALT | CA | 95632 | PC | AG EDUCATION AND ONGOING PROGRAMMING GRANT | $3,000 | ||||||
| FUTURE FARMERS OF AMERICA COLORADO | ||||||||||||
| 9101 E LOWRY BLVD | DENVER | CO | 80230 | PC | AG EDUCATION AND ONGOING PROGRAMMING GRANT | $3,000 | ||||||
| FUTURE FARMERS OF AMERICA FLORIDA | ||||||||||||
| 5600 SW 34TH STREET | GAINESVILLE | FL | 32608 | PC | AG EDUCATION AND ONGOING PROGRAMMING GRANT | $3,000 | ||||||
| FUTURE FARMERS OF AMERICA GEORGIA | ||||||||||||
| PO BOX 237 | SWAINSBORO | GA | 30401 | PC | AG EDUCATION AND ONGOING PROGRAMMING GRANT | $3,000 | ||||||
| FUTURE FARMERS OF AMERICA MINNESOTA | ||||||||||||
| 21516 230TH AVE | SLEEPY EYE | MN | 56085 | PC | AG EDUCATION AND ONGOING PROGRAMMING GRANT | $3,000 | ||||||
| FUTURE FARMERS OF AMERICA NEBRASKA | ||||||||||||
| 203 AG COMMUNICATIONS BUILDING | LINCOLN | NE | 68583 | PC | AG EDUCATION AND ONGOING PROGRAMMING GRANT | $3,000 | ||||||
| FUTURE FARMERS OF AMERICA OKLAHOMA | ||||||||||||
| 1500 W 7TH AVE | STILLWATER | OK | 74074 | PC | AG EDUCATION AND ONGOING PROGRAMMING GRANT | $3,000 | ||||||
| FUTURE FARMERS OF AMERICA IOWA | ||||||||||||
| 1055 SW PRAIRIE TRAIL PKWY | ANKENY | IA | 50023 | PC | AG EDUCATION AND ONGOING PROGRAMMING GRANT | $3,000 | ||||||
| FUTURE FARMERS OF AMERICA TEXAS | ||||||||||||
| 614 E 12TH ST | AUSTIN | TX | 78701 | PC | AG EDUCATION AND ONGOING PROGRAMMING GRANT | $3,000 | ||||||
| ASSISTANCE DOGS INTERNATIONAL | ||||||||||||
| PO BOX 276 | MAUMEE | OH | 43537 | PC | INCREASING ACCESS TO SERVICE DOGS | $10,000 | ||||||
| KIDS IN NEED OF DENTISTRY | ||||||||||||
| 7190 COLORADO BLVD SUITE 300 | COMMERCE CITY | CO | 80022 | PC | INCREASING DENTAL ACCESS GRANT | $20,000 | ||||||
| LAKE AREA FREE CLINIC | ||||||||||||
| 856 B ARMOUR RD | OCONOMOWOC | WI | 53066 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| LOVE IN ACTION OF THE TRI-CITIES | ||||||||||||
| 326 N FERRY ST | GRAND HAVEN | MI | 49417 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| COMMUNITY HEALTH CLINIC OF BUTLER COUNTY | ||||||||||||
| 103 BONNIE DR | BUTLER | PA | 16002 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| SAN DIEGO COUNTY DENTAL FOUNDATION | ||||||||||||
| 13223 BLACK MOUNTAIN RD | SAN DIEGO | CA | 92129 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| TRINITY FREE CLINIC | ||||||||||||
| 1045 W 146TH STREET SUITE B | CARMEL | IN | 46032 | PC | INCREASING DENTAL ACCESS GRANT | $15,000 | ||||||
| RONALD MCDONALD HOUSE CHARITIES OF BISMARCK | ||||||||||||
| 5312 SUPERIOR DR | BISMARK | ND | 58507 | PC | INCREASING DENTAL ACCESS GRANT | $15,000 | ||||||
| GRACE CLINIC | ||||||||||||
| 800 W CANAL DR | KENNEWICK | WA | 99336 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| CARE CLINIC | ||||||||||||
| 906 COLLEGE AVE | RED WING | MN | 55066 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| MERCY MEDICAL FREE CLINIC | ||||||||||||
| 500 S COIT ST | FLORENCE | SC | 29501 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| DIGNITY HEALTH FOUNDATION - EAST VALLEY | ||||||||||||
| 1727 W FRYE RD | CHANDLER | AZ | 85224 | PC | INCREASING DENTAL ACCESS GRANT | $16,313 | ||||||
| COMMUNITY VOLUNTEERS IN MEDICINE | ||||||||||||
| 300 LAWRENCE DR SUITE B | WEST CHESTER | PA | 19380 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| VOLUNTEERS IN MEDICINE HILTON HEAD ISLAND DENTAL CLINIC | ||||||||||||
| 15 NORTHRIDGE DR | HILTON HEAD ISLAND | SC | 29926 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| LAHAI HEALTH | ||||||||||||
| 19820 SCRIBER LAKE RD SUITE 2 | LYNWOOD | WA | 98036 | PC | INCREASING DENTAL ACCESS GRANT | $10,000 | ||||||
| SEATTLE CENTER FOUNDATION | ||||||||||||
| 305 HARRISON ST | SEATTLE | WA | 98109 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | ||||||
| MEDWISH MEDWORKS | ||||||||||||
| 1625 E 31ST ST | CLEVELAND | OH | 44114 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | ||||||
| OKLAHOMA DENTAL FOUNDATION | ||||||||||||
| 317 NE 13TH ST SUITE 317 | OKLAHOMA CITY | OK | 73104 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | ||||||
| MEMPHIS DENTAL SOCIETY CHARITABLE FUND | ||||||||||||
| 6250 POPLAR AVE | MEMPHIS | TN | 38119 | PC | INCREASING DENTAL ACCESS GRANT | $5,000 | ||||||
| DUO DOGS INC | ||||||||||||
| 10955 LINPAGE PLACE | ST LOUIS | MO | 63132 | PC | INCREASING ACCESS TO SERVICE DOGS | $25,000 | ||||||
| PALMETTO ANIMAL ASSISTED LIFE SERVICES | ||||||||||||
| 221 N GRAMPIAN HILLS RD | COLUMBIA | SC | 29223 | PC | INCREASING ACCESS TO SERVICE DOGS | $15,000 | ||||||
| AMERICA'S VETDOGS | ||||||||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | INCREASING ACCESS TO SERVICE DOGS | $20,000 | ||||||
| ASSISTANCE CANINE TRAINING SERVICES | ||||||||||||
| 2928 EAST CONWAY RD | CENTER CONWAY | NH | 03813 | PC | INCREASING ACCESS TO SERVICE DOGS | $20,000 | ||||||
| FREEDOM SERVICE DOGS | ||||||||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | PC | INCREASING ACCESS TO SERVICE DOGS | $35,000 | ||||||
| CAN DO CANINES | ||||||||||||
| 9440 SCIENCE CENTER DR | NEW HOPE | MN | 55428 | PC | INCREASING ACCESS TO SERVICE DOGS | $8,628 | ||||||
| SCHOLARSHIP AMERICA INC | ||||||||||||
| 1 SCHOLARSHIP WAY | SAINT PETER | MN | 56082 | PC | SCHOLARSHIP PROGRAM FOR POST SECONDARY STUDENTS | $655,745 | ||||||
| EFFINGHAM COUNTY FISH HUMAN SERVICES | ||||||||||||
| 708 S LINDEN ST | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS | $700 | ||||||
| JUSTICE FOR ALL | ||||||||||||
| 1335 VALLEY DRIVE | ROCK VALLEY | IA | 51247 | PC | GENERAL OPERATIONS | $300 | ||||||
| PURRFECT ANGELS CAT RESCUE | ||||||||||||
| 54 MANCHESTER ROAD | SEWELL | NJ | 08080 | PC | GENERAL OPERATIONS | $3,200 | ||||||
| FIREFLY CHILDREN AND FAMILY ALLIANCE | ||||||||||||
| 1575 DR MARTIN LUTHER KING JR | INDIANAPOLIS | IN | 46202 | PC | GENERAL OPERATIONS | $500 | STREET | |||||
| HOPE CENTER FOOD PANTRY | ||||||||||||
| 1802 NORTH LINCOLN AVE | URBANA | IL | 61801 | PC | GENERAL OPERATIONS | $200 | ||||||
| THE FOUNDATION OF THE HORSE | ||||||||||||
| 4033 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | PC | GENERAL OPERATIONS | $800 | ||||||
| SPECIAL OLYMPICS NEW YORK | ||||||||||||
| 94 NEW KARNER ROAD SUITE 208 | ALBANY | NY | 12203 | PC | GENERAL OPERATIONS | $200 | ||||||
| BAGS OF HOPE | ||||||||||||
| 10308 BAILEY ROAD SUITE 413 | CORNELIUS | NC | 28031 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| BLAZE ORANGE YOUTH SHOOTING TEAM | ||||||||||||
| 3256 N STE MARIE ROAD | OLNEY | IL | 62450 | PC | GENERAL OPERATIONS | $400 | ||||||
| EFFINGHAM COUNTY HUMANE SOCIETY | ||||||||||||
| 12073 N 1000TH RD | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS | $1,200 | ||||||
| FRANKLIN COUNTY DOG SHELTER & ADOPTION CENTER | ||||||||||||
| 4340 TAMARACK BLVD | COLUMBUS | OH | 43229 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| SOUTHEASTERN ILLINOIS COMMUNITY FOUNDATION - EFFINGHAM LIBRARY FUND | ||||||||||||
| PO BOX 1211 | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS | $600 | ||||||
| THE PENNY'S PURPOSE | ||||||||||||
| 965 MAIN ST | ANTIOCH | IL | 60002 | PC | GENERAL OPERATIONS | $2,000 | ||||||
| CAN DO CANINES | ||||||||||||
| 9440 SCIENCE CENTER DR | NEW HOPE | MN | 55428 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| CENTER OF HOPE | ||||||||||||
| 110 E 7TH STREET | COLUMBIA | TN | 38401 | PC | GENERAL OPERATIONS | $800 | ||||||
| JUNIOR ACHIEVEMENT NORTH | ||||||||||||
| 1745 UNIVERSITY AVE W | ST PAUL | MN | 55104 | PC | GENERAL OPERATIONS | $1,200 | ||||||
| OPEN DOOR PANTRY | ||||||||||||
| 3000 AMES CROSSING ROAD | EAGAN | MN | 55121 | PC | GENERAL OPERATIONS | $2,000 | ||||||
| SIOUX FALLS AREA HUMANE SOCIETY | ||||||||||||
| 3720 E BENSON ROAD | SIOUX FALLS | SD | 57104 | PC | GENERAL OPERATIONS | $1,800 | ||||||
| PAWSABILITIES VET MED | ||||||||||||
| 210 FIRETREE LN | CARY | NC | 27513 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| CINCINNATI ANIMAL CARE (HAMILTON COUNTY ANIMAL SHELTER) | ||||||||||||
| 3949 COLERAIN AVE | CINCINNATI | OH | 45223 | PC | GENERAL OPERATIONS | $1,600 | ||||||
| FEEDING SOUTH DAKOTA | ||||||||||||
| 4701 N WESTPORT AVE | SIOUX FALLS | SD | 57107 | PC | GENERAL OPERATIONS | $1,400 | ||||||
| HOPE 4 HORSES RESCUE & SANCTUARY | ||||||||||||
| 8050 E TWIN OAKS DR | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS | $400 | ||||||
| LOCUST GROVE WRANGLERS 4H CLUB | ||||||||||||
| 9442 ROBINSON ROAD | KUNA | ID | 83634 | PC | GENERAL OPERATIONS | $1,600 | ||||||
| LOVELAND FOOD BANK | ||||||||||||
| 5706 WRIGHT DRIVE | LOVELAND | CO | 80538 | PC | GENERAL OPERATIONS | $600 | ||||||
| NAMPA FAMILY JUSTICE CENTER | ||||||||||||
| 1305 3RD STREET S | NAMPA | ID | 83651 | PC | GENERAL OPERATIONS | $1,600 | ||||||
| SPOKANE COUNTY REGIONAL ANIMAL PROTECTION SERVICE | ||||||||||||
| 6815 E TRENT AVE | SPOKANE VALLEY | WA | 99212 | PC | GENERAL OPERATIONS | $200 | ||||||
| 2ND HARVEST FOOD | ||||||||||||
| 406 N PERRY STREET | SPOKANE | WA | 99202 | PC | GENERAL OPERATIONS | $1,200 | ||||||
| FEED MY STARVING CHILDREN- IL | ||||||||||||
| 740 WILEY FARM CT | SCHAUMBERG | IL | 60173 | PC | GENERAL OPERATIONS | $2,000 | ||||||
| FOOD BANK OF LARIMER COUNTY | ||||||||||||
| 1301 BLUE SPRUCE DRIVE | FORT COLLINS | CO | 80524 | PC | GENERAL OPERATIONS | $1,400 | ||||||
| OPEN GATE MINISTRIES | ||||||||||||
| 511 NORTH K STREET | DINUBA | CA | 93618 | PC | GENERAL OPERATIONS | $600 | ||||||
| WELD FOOD BANK | ||||||||||||
| 1108 H ST | GREELEY | CO | 80631 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| BROTHER WOLF ANIMAL RESCUE | ||||||||||||
| 5526 HENDERSONVILLE RD | FLETCHER | NC | 28732 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| SUNCOAST BASSET RESCUE | ||||||||||||
| 855 STATE ROAD 559 SUITE 144 | AUBURNDALE | FL | 33823 | PC | GENERAL OPERATIONS | $200 | ||||||
| SOLES4SOULS | ||||||||||||
| 319 MARTINGALE DR | OLD HICKORY | TN | 37138 | PC | GENERAL OPERATIONS | $500 | ||||||
| CENTER OF HOPE | ||||||||||||
| PO BOX 1961 | COLUMBIA | TN | 38402 | PC | GENERAL OPERATIONS | $500 | ||||||
| HOMESAFE INC | ||||||||||||
| 331 S WATER AVE | GALLATIN | TN | 37066 | PC | GENERAL OPERATIONS | $500 | ||||||
| ISAIAH 117 HOUSE | ||||||||||||
| PO BOX 842 | ELIZABETHTON | TN | 37644 | PC | GENERAL OPERATIONS | $500 | ||||||
| GOOD NEIGHBOR SOCIETY | ||||||||||||
| 105 MCCARREN DR | MANCHESTER | IA | 52057 | PC | GENERAL OPERATIONS | $500 | ||||||
| FEED MY STARVING CHILDREN | ||||||||||||
| 900 LONE OAK RD SUITE 136 | EAGAN | MN | 55121 | PC | GENERAL OPERATIONS | $1,300 | ||||||
| MISSION OUTPOST DENTAL CLINIC | ||||||||||||
| 13801 FAIRVIEW DRIVE | BURNSVILLE | MN | 55337 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| SIOUX COUNTY 4-H | ||||||||||||
| 400 CENTRAL AVE NW | ORANGE CITY | IA | 51041 | PC | GENERAL OPERATIONS | $400 | ||||||
| SAFE HANDS RESCUE | ||||||||||||
| 3432 10TH AVE S | MINNEAPOLIS | MN | 55407 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| SECOND HARVEST FOODBANK OF CENTRAL FLORIDA | ||||||||||||
| 411 MERCY DR | ORLANDO | FL | 32805 | PC | GENERAL OPERATIONS | $100 | ||||||
| NATIONAL TRAIL AMATEUR RADIO CLUB | ||||||||||||
| PO BOX 903 | SHUMWAY | IL | 62461 | PC | GENERAL OPERATIONS | $200 | ||||||
| PURRFECT ANGELS CAT RESCUE | ||||||||||||
| 54 MANCHESTER ROAD | SEWELL | NJ | 08080 | PC | GENERAL OPERATIONS | $1,200 | ||||||
| EFFINGHAM COUNTY FISH HUMAN SERVICES | ||||||||||||
| 708 S LINDEN ST | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS | $400 | ||||||
| FEED MY STARVING CHILDREN- MN | ||||||||||||
| 990 LONE OAK ROAD SUITE 136 | EAGAN | MN | 55121 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| HABITAT FOR HUMANITY | ||||||||||||
| 1954 UNIVERSITY AVE | ST PAUL | MN | 55104 | PC | GENERAL OPERATIONS | $1,200 | ||||||
| HISPANIC OUTREACH OF GOODHUE COUNTY | ||||||||||||
| 1606 W 3RD ST | RED WING | MN | 55066 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| OPEN DOOR PANTRY | ||||||||||||
| 3000 AMES CROSSING RD SUITE 100 | EAGAN | MN | 55121 | PC | GENERAL OPERATIONS | $2,000 | ||||||
| COATED IN LOVE | ||||||||||||
| PO BOX 47912 | PLYMOUTH | MN | 47912 | PC | GENERAL OPERATIONS | $2,000 | ||||||
| COLORADO RAILROAD MUSEUM | ||||||||||||
| 17155 W 44TH AVE | GOLDEN | CO | 80403 | PC | GENERAL OPERATIONS | $400 | ||||||
| GIVING HOPE OLNEY FOOD PANTRY | ||||||||||||
| 600 SOUTH CAMP AVE | OLNEY | IL | 62450 | PC | GENERAL OPERATIONS | $1,600 | ||||||
| DOYLE C CROSBY FOOD PANTRY | ||||||||||||
| 213 W NOBLE AVE | WILLISTON | FL | 32696 | PC | GENERAL OPERATIONS | $1,200 | ||||||
| WELD COUNTY FOOD BANK | ||||||||||||
| 1108 H STREET | GREELEY | CO | 80631 | PC | GENERAL OPERATIONS | $1,200 | ||||||
| FOOD BANK OF LARIMER COUNTY | ||||||||||||
| 5706 WRIGHT DR | LOVELAND | CO | 80538 | PC | GENERAL OPERATIONS | $800 | ||||||
| BLESSINGS IN A BACKPACK | ||||||||||||
| PO BOX 28 | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS | $600 | ||||||
| CRISIS NURSERY OF EFFINGHAM | ||||||||||||
| 924 N MERCHANT ST | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS | $600 | ||||||
| EFFINGHAM COUNTY HUMANE SOCIETY | ||||||||||||
| 12073 N 1000TH RD | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS | $800 | ||||||
| SOUTHEASTERN ILLINOIS COMMUNITY FOUNDATION - EFFINGHAM LIBRARY FUND | ||||||||||||
| N WILLENBORG ST SUITE 11 | EFFINGHAM | IL | 62401 | PC | GENERAL OPERATIONS | $800 | ||||||
| MISSION OUTPOST DENTAL CLINIC | ||||||||||||
| 13801 FAIRVIEW DRIVE | BURNSVILLE | MN | 55337 | PC | GENERAL OPERATIONS | $2,000 | ||||||
| NORTH DAKOTA DENTAL FOUNDATION | ||||||||||||
| 4321 20TH AVE S | FARGO | ND | 58103 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| THE WOMEN'S CENTER OF TARRANT COUNTY INC | ||||||||||||
| 1723 HEMPHILL | FORT WORTH | TX | 76110 | PC | GENERAL OPERATIONS | $1,000 | ||||||
| INDIAN RESIDENTIAL SCHOOLS SURVIVORS SOCIETY (IRSSS) | ||||||||||||
| NC | GENERAL OPERATIONS | $1,000 | 402 - 100 PARK ROYAL SOUTH | FED STATES OF MICRONESIA | BRITISH COLUMBIA | CA | V7T 1A2 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,539,231 | 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 | $619,253 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,745,896 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,365,149 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,365,149 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (16 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SIT INVESTMENTS | ||||||
| 1 | 3300 IDS CENTER 80 S EIGHTH ST | MINNEAPOLIS | MN | 55402 | $24,670 | Yes (X) |
| ACTEON NORTH AMERICA | ||||||
| 2 | 124 GAITHER DRIVE SUITE 140 | MOUNT LAUREL | NJ | 08054 | $14,000 | Yes (X) |
| VEDCO INC | ||||||
| 3 | 5503 CORPORATE DRIVE | SAINT JOSEPH | MO | 64507 | $14,000 | Yes (X) |
| NSK AMERICA COPORATION | ||||||
| 4 | 1800 GLOBAL PARKWAY | HOFFMAN ESTATES | IL | 60192 | $14,000 | Yes (X) |
| A-DEC INC | ||||||
| 5 | 2601 CRESTVIEW DRIVE | NEWBERG | OR | 97132 | $14,000 | Yes (X) |
| BLUE FROG CONSTRUCTION | ||||||
| 6 | 3011 SUTTON GATES DR SUITE 120 | SUWANEE | GA | 30024 | $14,000 | Yes (X) |
| CORE IMAGING | ||||||
| 7 | 5990 FULTON ST E SUITE A | ADA | MI | 49301 | $14,000 | Yes (X) |
| IVOCLAR VIVADENT | ||||||
| 8 | 175 PINEVIEW DRIVE | AMHERST | NY | 14228 | $14,000 | Yes (X) |
| MIDMARK | ||||||
| 9 | 60 VISTA DRIVE | VERSAILLES | OH | 45380 | $14,050 | Yes (X) |
| SEPTODONT | ||||||
| 10 | 205 GRANITE RUN DR SUITE 150 | LANCASTER | PA | 17601 | $14,000 | Yes (X) |
| HU-FRIEDY | ||||||
| 11 | 3232 N ROCKWELL ST | CHICAGO | IL | 60618 | $14,000 | Yes (X) |
| ZOETIS | ||||||
| 12 | 10 SYLVAN WAY | PARSIPPANY | NJ | 07054 | $14,000 | Yes (X) |
| AIR TECHNIQUES | ||||||
| 13 | 1295 WALT WHITMAN ROAD | MELVILLE | NY | 11747 | $14,000 | Yes (X) |
| PATTERSON COMPANIES | ||||||
| 14 | 1021 MEDOTA HEIGHTS RD | MENDOTA HEIGHTS | MN | 55120 | $165,300 | Yes (X) |
| TAKARA BELMONT | ||||||
| 15 | 101 BELMONT DR | SOMERSET | NJ | 08873 | $14,000 | Yes (X) |
| ENVISTADEXIS KERR CORPORATION | ||||||
| 16 | 11729 FRUEHAUF DRIVE | CHARLOTTE | NC | 28273 | $14,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | CategoryTxt |
| Amt | $20,580 | Amt |
| Net Investment Income | $7,203 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,377 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| WEBSITE | 2022-02-01 | $22,725 | $22,094 | SL | 3.000000000000 | $631 | $0 |
| WEBSITE | 2025-06-01 | $50,000 | SL | 3.000000000000 | $9,730 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAUSE TO SMILE | ||||||||||||
| 150 9TH AVE SW | CALGARY | ALBERTA | CA | T2P 3H9 | 2023-05-03 | $500 | GENERAL OPERATING AND VOLUNTEER INCENTIVE PROGRAM | $500 | NO KNOWN DIVERSION | NO REPORT RECEIVED AS OF 12/31/25 | THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2026. | |
| THAMES VALLEY CHILDREN'S CENTRE (TVCC) | ||||||||||||
| 779 BASE LINE RD E | ONTARIO | CA | N6C 5Y6 | 2023-10-04 | $10,000 | INCREASING DENTAL ACCESS | $10,000 | NO KNOWN DIVERSION | NO REPORT RECEIVED AS OF 12/31/25 | THE FOUNDATION RECEIVED THE GRANT REPORT JUNE 9, 2026 BUT DID NOT UNDERTAKE ANY VERIFICATION ON THE GRANTEE'S REPORT AS THERE HAS NOT BEEN ANY REASON TO DOUBT THE ACCURACY OR RELIABILITY (REG. 53.4945-59(C)). | ||
| INDIAN SCHOOL SURVIVORS SOCIETY | ||||||||||||
| 402 100 PARK ROYAL SOUTH | WEST VANCOUVER | BRITISH COLUMBIA | CA | V7T1A2 | 2024-09-30 | $1,000 | GENERAL OPERATIONS | $1,000 | NO KNOWN DIVERSION | NO REPORT RECEIVED AS OF 12/31/25 | THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2026. | |
| LONDON COMMUNITY DENTAL ALLIANCE | ||||||||||||
| 244 ADELAIDE STREET SOUTH | LONDON | ONTARIO | CA | N5Y 1J9 | 2024-12-18 | $1,000 | GENERAL OPERATIONS | $1,000 | NO KNOWN DIVERSION | NO REPORT RECEIVED AS OF 12/31/25 | THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2026. | |
| CLINIQUE SPOT CARE CLINIC | ||||||||||||
| 945 SISTERS OF CHARITY STREET | MONTREAL | QUEBEC | CA | G1R 1H8 | 2024-12-18 | $1,000 | GENERAL OPERATIONS | $1,000 | NO KNOWN DIVERSION | NO REPORT RECEIVED AS OF 12/31/25 | THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2026. | OFFICE 225 |
| INDIAN SCHOOL SURVIVORS SOCIETY | ||||||||||||
| 402 100 PARK ROYAL SOUTH | WEST VANCOUVER | BRITISH COLUMBIA | CA | V7T1A2 | 2025-12-17 | $1,000 | GENERAL OPERATIONS | $1,000 | NO KNOWN DIVERSION | NO REPORT RECEIVED AS OF 12/31/25 | THE FOUNDATION HAS NOT RECEIVED THE GRANTEE'S REPORT TO DATE. THE REPORT IS EXPECTED TO BE RECEIVED IN 2026. | |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET AND CASH | FMV | $161,508 | $161,508 |
| EQUITIES | FMV | $24,138,334 | $24,138,334 |
| BONDS AND NOTES | FMV | $3,622,241 | $3,622,241 |
| POOLED, COMMON AND COLLECTIVE FUNDS | FMV | $4,435,287 | $4,435,287 |
| EQUITY MUTUAL FUNDS | FMV | $2,079,482 | $2,079,482 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEBSITE | CategoryOrItemTxt |
| Cost Or Other Basis | $50,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $9,730 | AccumulatedDepreciationAmt |
| Book Value | $40,270 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $38,132 | $31,389 | $31,389 |
| EXCISE TAX REFUND | $3,138 | $3,138 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $5,240 | $0 | $5,240 |
| GRANTS MANAGEMENT SOFTWARE | $15,839 | $0 | $15,839 |
| GOLF EVENT | $165,562 | $0 | $165,562 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS | Desc |
| Amt | $2,517,158 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $154,258 | BOYBookValueAmt |
| EOY Book Value | $189,246 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $204,362 | $204,362 | $0 |
| SCHOLARSHIP FEES | $22,800 | $0 | $22,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $31,074 | $0 | $0 |
| DEFERRED TAX | $34,988 | $0 | $0 |
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