WAYNE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE FAMILY FOUNDATION (EIN 06-1468568)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-30
- IRS object ID
- 202621209349100047
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T15:00:16-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411397419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Abdo LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 Eden Ave Ste 250 | AddressLine1Txt |
| City | Edina | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061468568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wayne Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 9524120445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7200 Hazeltine Blvd | AddressLine1Txt |
| City | Excelsior | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55331 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James G Wayne | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 9524120445 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brandy L Ritz CPA | PreparerPersonNm |
| PTIN | P02069342 | PTIN |
| Phone | 9528359090 | PhoneNum |
| Preparation | 2026-04-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,215,009 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,176 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $444,802 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $508,966 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $444,802 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $464,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $464,978 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,182 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,182 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,195 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $285,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $458,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,616 | CashBOYAmt |
| Cash EOY | $157,247 | CashEOYAmt |
| Cash EOYFMV | $157,247 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $149,082 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,082 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $921,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $908,680 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $908,680 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $960,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,215,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,215,009 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $960,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,215,009 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $960,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,215,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $960,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,215,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $960,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $285,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,246,106 | SubtotalAmt |
| Other Decreases | $31,097 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,215,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Fidelity Investements - Long Term | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $508,966 | GrossSalesPriceAmt |
| Cost Or Other Basis | $64,164 | CostOrOtherBasisAmt |
| Gain Or Loss | $444,802 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $444,802 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $444,802 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,370 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,370 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $4,960 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James G Wayne | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9524120445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7200 Hazeltine Blvd | AddressLine1Txt |
| City | Excelsior | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Jane Z Wayne | ||||||||
| 7200 Hazeltine Blvd | Excelsior | MN | 55331 | President | 1.00 | $0 | $0 | $0 |
| James G Wayne | ||||||||
| 7200 Hazeltine Blvd | Excelsior | MN | 55331 | Vice President | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,027,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,145,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,145,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,128,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,370 | TotalTaxAmt |
| Distributable Before Adj | $50,049 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,049 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $172,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,514 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $109,698 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,209 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $191,726 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $446,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,451 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $569,098 | 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 | $29,514 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $539,584 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $109,698 | ExcessFromYear4Amt |
| Excess From Year3 | $61,500 | ExcessFromYear3Amt |
| Excess From Year2 | $54,209 | ExcessFromYear2Amt |
| Excess From Year1 | $191,726 | ExcessFromYear1Amt |
| Excess From Current Year | $122,451 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jane Z Wayne | ContributingManagerNm |
| Contributing Manager | James G Wayne | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACES | ||||||
| 1115 East Hennepin Ave | Minneapolis | MN | 55414 | PC | General operations | $2,000 |
| Americares | ||||||
| 88 Hamilton Avenue | Stanford | CT | 06902 | PC | General operations | $5,000 |
| Bridging | ||||||
| 201 W 87th St | Bloomington | MN | 55420 | PC | General operations | $2,000 |
| CaringBridge | ||||||
| 3600 American Blvd Ste 405 | Bloomington | MN | 55431 | PC | General operations | $2,000 |
| Carter Center | ||||||
| 453 John Lewis Freedom Parkway NE | Atlanta | GA | 30307 | PC | General operations | $3,000 |
| Chiloquin Visions in Progress | ||||||
| 140 S 1st Ave | Chiloquin | OR | 97624 | PC | General operations | $1,000 |
| Colorado Public Radio | ||||||
| PO Box 17429 | Denver | CO | 802170429 | PC | General operations | $2,500 |
| Crisis Nursery | ||||||
| 4544 4th Ave S | Minneapolis | MN | 55419 | PC | General operations | $5,000 |
| Desert Foothills Land Trust | ||||||
| PO Box 4861 | Cave Creek | AZ | 85327 | PC | General operations | $3,000 |
| Doctors Without Borders | ||||||
| 40 Rector St 16th Floor | New York | NY | 10006 | PC | General operations | $10,000 |
| Fair Vote MN | ||||||
| 550 Vandalia Ste 221B | St Paul | MN | 55114 | PC | General operations | $2,000 |
| Foothills Caring Corps | ||||||
| 7275 Easy St 103 | Carefree | AZ | 85377 | PC | General operations | $5,000 |
| Foothills Food Bank | ||||||
| 6038 E Hidden Valley Dr | Cave Creek | AZ | 85331 | PC | General operations | $3,000 |
| Freedom From Religion | ||||||
| PO Box 750 | Madison | WI | 537010750 | PC | General operations | $2,000 |
| Furnish For Good | ||||||
| 3420A St Vardell Lane | Charlotte | NC | 28217 | PC | General operations | $1,000 |
| Honor Health Foundation - Katz Family Endowment | ||||||
| 8125 North Hayden Road | Scottsdale | AZ | 85258 | PC | General operations | $5,000 |
| International Rescue Committee | ||||||
| 122 East 42nd Street | New York | NY | 101681289 | PC | General operations | $10,000 |
| Klamath Lake Counties Food Bank | ||||||
| 3231 maywood Dr | Klamath Falls | OR | 97603 | PC | General operations | $2,000 |
| Lift Up | ||||||
| 41 10th Ave N | Hopkins | MN | 55343 | PC | General operations | $10,000 |
| Love Luke | ||||||
| 150 Wells St PO Box 1072 | Erie | CO | 80516 | PC | General operations | $3,000 |
| Mayo Clinic | ||||||
| 200 First St SW | Rochester | MN | 55905 | PC | General operations | $25,000 |
| Minnesota Landscape Arboretum | ||||||
| 3675 Arboretum Dr | Chaska | MN | 55318 | PC | General operations | $1,000 |
| One Heart Uganda | ||||||
| PO Box 57714 | Chicago | IL | 60657 | PC | General operations | $5,000 |
| OXFAM America | ||||||
| 77 N Washinton St Ste 500 | Boston | MA | 02114 | PC | General operations | $10,000 |
| PBS Twin Cities | ||||||
| 172 4th St | St Paul | MN | 55101 | PC | General operations | $1,000 |
| Planned Parenthood | ||||||
| PO Box 97166 | Washington | DC | 200907166 | PC | General operations | $5,000 |
| Ridgeview Foundation | ||||||
| 490 South Maple Street Ste 110 | Waconia | MN | 55387 | PC | General operations | $3,000 |
| Save the Children | ||||||
| 501 Kins Highway East Ste 400 | Fairfield | CT | 06825 | PC | General operations | $5,000 |
| Solar Cookers | ||||||
| 2400 22nd St Ste 210 | Sacramento | CA | 95818 | PC | General operations | $2,000 |
| Think Wild Co | ||||||
| 62410 Erickson Road | Bend | OR | 97701 | PC | General operations | $4,000 |
| TPT Twin Cities | ||||||
| 172 East 4th St | Saint Paul | MN | 55101 | PC | General operations | $3,000 |
| United Way Twin Cities | ||||||
| 404 S 8th St | Minneapolis | MN | 55404 | PC | General operations | $3,000 |
| University of Minnesota Landscape Arboretum | ||||||
| PO Box 860082 | Minneapolis | MN | 554860082 | PC | General Operations | $1,000 |
| Unmanageable | ||||||
| PO Box 159202 | Nashville | TN | 372159202 | PC | General operations | $5,000 |
| Wayland Academy | ||||||
| 101 N University Ave | Beaver Dam | WI | 53916 | PC | General operations | $5,000 |
| We Can Ride | ||||||
| PO Box 463 | Maple Plain | MN | 55359 | PC | General operations | $1,000 |
| World Central Kitchen | ||||||
| PO Box 96538 | Washington | DC | 200906538 | PC | General operations | $10,000 |
| Youth on Record | ||||||
| 1301 West 10th Ave | Denver | CO | 80204 | PC | General operations | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $444,802 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $464,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $464,978 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apple | $82,068 | $82,068 |
| ConocoPhillips | $53,844 | $53,844 |
| Phillips 66 | $83,510 | $83,510 |
| United Parcel Service | $40,376 | $40,376 |
| General Mills | $18,134 | $18,134 |
| Mission Bancorp | $130,712 | $130,712 |
| Illinois Tool Works | $74,175 | $74,175 |
| Microsoft | $149,223 | $149,223 |
| Berkshire Hathaway Inc | $97,154 | $97,154 |
| Eaton Corporation | $37,484 | $37,484 |
| Allstate Corp Com | $28,586 | $28,586 |
| Eli Lilly & Co Com | $23,386 | $23,386 |
| Mondelez INTL INC COM NPV | $17,737 | $17,737 |
| Nvidia Corporation Com | $47,397 | $47,397 |
| Snap-On Inc | $24,894 | $24,894 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $149,082 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $149,082 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss | Desc |
| Amt | $31,097 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fees | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes Paid | CategoryTxt |
| Amt | $4,182 | Amt |
| Net Investment Income | $4,182 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments