SANDCASTLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SANDCASTLE FOUNDATION (EIN 81-2450108)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202611339349102126
Schema version
2025v4.1
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)
Return2026-05-13T10:45:28-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 S 6TH ST 2300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN812450108EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDCASTLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone9529448586PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19427 OLYMPIA DRIVEAddressLine1Txt
CityEDEN PRAIRIECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55347ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY HEIMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9529448586PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN CRONKPreparerPersonNm
PTINP01288895PTIN
Phone6128764500PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,109,941FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,113,625ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$276,174DividendsRevAndExpnssAmt
Dividends Net Invst Incm$276,174DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$172,920NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$394,725GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$172,920CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,562,719TotalRevAndExpnssAmt
Total Net Invst Incm$449,094TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,988AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,494AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,494AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$79,175OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$79,175OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,114TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$91,277TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$81,669TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,519TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$940,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$940,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,031,277TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$81,669TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$942,519TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$531,442ExcessRevenueOverExpensesAmt
Net Investment Income$367,425NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,535CashBOYAmt
Cash EOY$8,523CashEOYAmt
Cash EOYFMV$8,523CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,299,566SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$602,198SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$602,198SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$9,416,768OtherInvestmentsBOYAmt
Other Investments EOY$10,581,759OtherInvestmentsEOYAmt
Other Investments EOYFMV$21,443,989OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$55,231OtherAssetsEOYAmt
Other Assets EOYFMV$55,231OtherAssetsEOYFMVAmt
Total Assets BOY$10,719,869TotalAssetsBOYAmt
Total Assets EOY$11,247,711TotalAssetsEOYAmt
Total Assets EOYFMV$22,109,941TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,600AccountsPayableBOYAmt
Total Liabilities BOY$3,600TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,716,269RetainedEarningBOYAmt
Retained Earning EOY$11,247,711RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,716,269TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,247,711TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,719,869TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,247,711TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,716,269TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$531,442ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,247,711SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,247,711TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$394,725GrossSalesPriceAmt
Cost Or Other Basis$221,805CostOrOtherBasisAmt
Gain Or Loss$172,920GainOrLossAmt
Gains Minus Excess Or Losses$172,920GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$172,920CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,107InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,107SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,107TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,440EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,440TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,333OverpaymentAmt
Applied To ES Tax$1,333AppliedToESTaxAmt
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 StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNANCY HEIMIndividualWithBooksNm
Phone9529448586PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19427 OLYMPIA DRIVEAddressLine1Txt
CityEDEN PRAIRIECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55347ZIPCd
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 Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NANCY J HEIM
9427 OLYMPIA DREDEN PRAIRIEMN55347PRESIDENT10.00$0$0$0
DAVID HEIM
1900 DEER HILL COURTWAYZATAMN55391DIRECTOR0.00$0$0$0
MICHAEL HEIM
13761 STONEMONT CTST LOUISMO63131DIRECTOR0.00$0$0$0
ERIK HEIM
5837 GROVE STEDINAMN55436DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO BANKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5268AddressLine1Txt
CitySIOUX FALLSCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57117ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$79,175CompensationAmt
FieldValueIRS element (for citing)
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$18,946,159AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$979,955AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,926,114TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,926,114AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$298,892CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,627,222NetVlNoncharitableAssetsAmt
Minimum Investment Return$981,361MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$981,361MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,107TaxBasedOnInvestmentIncomeAmt
Total Tax$5,107TotalTaxAmt
Distributable Before Adj$976,254DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$976,254DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$976,254DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$942,519ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$942,519QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$976,254DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$82,220ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$82,220TotalExcessDistributionCyovAmt
Qualifying Distributions$942,519QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$942,519AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$33,735ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$33,735ExcessDistributionCyovAppCYAmt
Total Corpus$48,485TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$48,485ExcessDistriCyovToNextYrAmt
Excess From Year2$48,485ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHIEVE TWIN CITIES
4141 OLD SIBLEY MEMORIAL HWYEAGANMN55122N/APCUNRESTRICTED CHARITABLE GRANT$20,000
AEON
901 N 3RD ST STE 150MINNEAPOLISMN55401N/APCUNRESTRICTED CHARITABLE GRANT$30,000
AFRICAN AMERICAN CHILD WELLNESS INSTITUTE
2530 CHICAGO AVENUE SUITE 500MINNEAPOLISMN55404N/APCUNRESTRICTED CHARITABLE GRANT$50,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY10004N/APCUNRESTRICTED CHARITABLE GRANT$15,000
AMERICAN IMMIGRATION COUNCIL
1331 G ST NW SUITE 200WASHINGTONDC20005N/APCUNRESTRICTED CHARITABLE GRANT$10,000
AMERICANS FOR IMMIGRANT JUSTICE
6355 NW 36TH ST SUITE 220MIAMIFL33166N/APCUNRESTRICTED CHARITABLE GRANT$10,000
BEACON INTERFAITH HOUSING
2610 UNIVERSITY AVE W SUITE 100ST PAULMN55114N/APCUNRESTRICTED CHARITABLE GRANT$20,000
BOYS AND GIRLS CLUBS OF THE TWIN CITIES
690 JACKSON STST PAULMN55130N/APCUNRESTRICTED CHARITABLE GRANT$40,000
CAN DO CANINES
9440 SCIENCE CENTER DRIVENEW HOPEMN55428N/APCUNRESTRICTED CHARITABLE GRANT$15,000
CARDINAL GLENNON CHILDREN'S HOSPITAL
1465 S GRAND BLVDST LOUISMO63104N/APCUNRESTRICTED CHARITABLE GRANT$15,000
CHILDREN'S HOSPITAL AND CLINICS OF MINNESOTA
2525 CHICAGO AVENUE SOUTHMINNEAPOLISMN55404N/APCUNRESTRICTED CHARITABLE GRANT$10,000
CONSTELLATION FUND
323 N WASHINGTON AVE SUITE 200MINNEAPOLISMN55401N/APCUNRESTRICTED CHARITABLE GRANT$35,000
CRESCENT COVE
4201 58TH AVE NBROOKLYN CENTERMN55429N/APCUNRESTRICTED CHARITABLE GRANT$40,000
DOMESTIC ABUSE PROJECT
204 WEST FRANKLIN AVENUEMINNEAPOLISMN55404N/APCUNRESTRICTED CHARITABLE GRANT$15,000
EDEN PRAIRIE COMMUNITY FOUNDATION
8080 MITCHELL RD 2204EDEN PRAIRIEMN55344N/APCUNRESTRICTED CHARITABLE GRANT$30,000
FOREST PARK FOREVER INC
5595 GRAND DRST LOUISMT63112N/APCUNRESTRICTED CHARITABLE GRANT$20,000
HENNEPIN THEATRE TRUST
900 HENNEPIN AVEMINNEAPOLISMN55403N/APCUNRESTRICTED CHARITABLE GRANT$10,000
LEGAL RIGHTS CENTER INCORPORATED
1611 PARK AVE SMINNEAPOLISMN55404N/APCUNRESTRICTED CHARITABLE GRANT$20,000
MAKE A WISH FOUNDATION
1702 E HIGHLAND AVE SUITE 400PHOENIXAZ85016N/APCUNRESTRICTED CHARITABLE GRANT$15,000
MINNESOTA ORCHESTRAL ASSOCIATION
1111 NICOLLET MALLMINNEAPOLISMN55403N/APCUNRESTRICTED CHARITABLE GRANT$5,000
NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AND DEPRESSION
747 THIRD AVENUE 33RD FLOORNEW YORKNY10017N/APCUNRESTRICTED CHARITABLE GRANT$15,000
OCEAN BLUE PROJECT INC
922 NW CIRCLE BLVD STE 160-146CORVALLISOR97330N/APCUNRESTRICTED CHARITABLE GRANT$15,000
PAWS CHICAGO
1997 N CLYBOURN AVECHICAGOIL60614N/APCUNRESTRICTED CHARITABLE GRANT$15,000
PEOPLE REACHING OUT TO OTHER PEOPLE
14700 MARTIN DRIVEEDEN PRAIRIEMN55344N/APCUNRESTRICTED CHARITABLE GRANT$20,000
PLANNED PARENTHOOD GREAT RIVERS
4251 FOREST PARK AVENUEST LOUISMO63108N/APCUNRESTRICTED CHARITABLE GRANT$15,000
PLANNED PARENTHOOD OF MINNESOTA NORTH
671 VANDALIA STREETST PAULMN55114N/APCUNRESTRICTED CHARITABLE GRANT$30,000
PRESIDENT AND TRUSTEES OF BATES
2 ANDREWS ROADLEWISTONME04240N/APCUNRESTRICTED CHARITABLE GRANT$15,000
QUEST SCHOLARS PROGRAM
120 HAWTHORNE AVEPALO ALTOCA94301N/APCUNRESTRICTED CHARITABLE GRANT$10,000
SIMPSON HOUSING SERVICES INC
2100 PILLSBURY AVENUE SOUTHMINNEAPOLISMN55404N/APCUNRESTRICTED CHARITABLE GRANT$20,000
ST JUDE CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105N/APCUNRESTRICTED CHARITABLE GRANT$15,000
SUMMIT ACADEMY OIC
935 OLSON MEMORIAL HWYMINNEAPOLISMN55405N/APCUNRESTRICTED CHARITABLE GRANT$25,000
THE CURATORS OF THE UNIVERSITY OF MISSOURI
316 UNIVERSITY HALLCOLUMBIAMO65211N/APCUNRESTRICTED CHARITABLE GRANT$15,000
THE SAINT LOUIS ZOO FOUNDATION
1 GOVERNMENT DRST LOUISMT65211N/APCHEIM WILD CARE PARK PLEDGE$15,000
TWIN CITIES HABITAT FOR HUMANITY
1954 UNIVERSITY AVE WSAINT PAULMN55104N/APCUNRESTRICTED CHARITABLE GRANT$20,000
UJAMAA PLACE
1821 UNIVERSITY AVENUE SUITE N257SAINT PAULMN55104N/APCUNRESTRICTED CHARITABLE GRANT$70,000
UNIVERSITY OF ST THOMAS
PO BOX 64947SAINT PAULMN55164N/APCUNRESTRICTED CHARITABLE GRANT$75,000
VEAP INC
9600 ALDRICH AVE SBLOOMINGTONMN55420N/APCUNRESTRICTED CHARITABLE GRANT$25,000
WASHBURN CENTER FOR CHILDREN
1100 GLENWOOD AVEMINNEAPOLISMN55405N/APCUNRESTRICTED CHARITABLE GRANT$15,000
WASHINGTON UNIVERSITY
ONE BROOKINGS DRIVE CAMPUS BOX 1082SAINT LOUISMO63130N/APCUNRESTRICTED CHARITABLE GRANT$50,000
WILD CANID SURVIVAL & RESEARCH
6750 TYSON VALLEY RDEUREKAMT63025N/APCUNRESTRICTED CHARITABLE GRANT$15,000
YMCA
651 NICOLLET MALL SUITE 500MINNEAPOLISMN55402N/APCUNRESTRICTED CHARITABLE GRANT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$940,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$276,174ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$172,920ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$449,094ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$449,094TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
WILLIS AND JOYCE HEIM CHARITABLE LEAD ANNUITY TRUST DATED 11
113761 STONEMONT CTST LOUISMO63131$112,933Yes (X)
WILLIS AND JOYCE HEIM CHARITABLE LEAD ANNUITY TRUST DATED 11
213761 STONEMONT CTST LOUISMO63131$997,092Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$997,092FairMarketValueAmt
Received2025-11-26ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$4,988Amt
Net Investment Income$2,494NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,494DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
APPLE INCAT COST$2,021,200$2,473,926
SPDR DOW JONES REIT ETFAT COST$321,800$324,159
SPDR ETF FUNDAT COST$7,449,367$17,866,304
VANGUARD SHORT-TERM FED-ADMAT COST$789,392$779,600

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS IN TRANSITDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$55,231EOYBookValueAmt
EOYFMV$55,231EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$79,175Amt
Net Investment Income$79,175NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAX PAYMENT$25$0$25
FEDERAL TAX PAYMENTS$7,089$0$0

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