WMN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WMN FOUNDATION (EIN 20-4850609)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349102232
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T10:36:37-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON HOLDINGS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARLSON PKWY STE 1500 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | 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 | 204850609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TONKAWA INC | InCareOfNm |
| Business Name Control | WMNF | BusinessNameControlTxt |
| Phone | 9524045636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARLSON PKWY STE 1250 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C DAVID NELSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9524045636 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW BUCKNEBERG | PreparerPersonNm |
| PTIN | P01253775 | PTIN |
| Phone | 7637622254 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,921,583 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $754,238 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $289,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,940 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $917,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,682 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $512 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $512 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $824 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $53 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $480,788 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $480,788 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $483,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $480,813 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $434,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,318 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,561 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,396,435 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,868,022 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,868,022 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,439,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,921,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,921,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,439,187 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,921,583 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,439,187 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,921,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,439,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,921,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,439,187 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $434,797 | ExcessRevenueOverExpensesAmt |
| Other Increases | $182,896 | OtherIncreasesAmt |
| Subtotal | $2,056,880 | SubtotalAmt |
| Other Decreases | $135,297 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,921,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2020-01-01 | 2025-12-31 | $274,929 | $159,371 | $115,558 | $115,558 | |
| CAPITAL GAIN DIVIDENDS | $14,382 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,940 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,256 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,256 | SubtotalAmt |
| Tax Based On Investment Income | $2,256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $1,767 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONKAWA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9524045600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARLSON PARKWAY SUITE 1200 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DIANA NELSON | ||||||||
| 701 CARLSON PKWY STE 1250 | MINNETONKA | MN | 55305 | TRUSTEE, TREASURER | 1.0 | $0 | $0 | $0 |
| WENDY M NELSON | ||||||||
| 701 CARLSON PKWY STE 1250 | MINNETONKA | MN | 55305 | TRUSTEE, PRESIDENT | 1.0 | $0 | $0 | $0 |
| C DAVID NELSON | ||||||||
| 701 CARLSON PKWY STE 1250 | MINNETONKA | MN | 55305 | TRUSTEE, SECRETARY | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,540,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,228 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,575,265 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,575,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,629 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,551,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,256 | TotalTaxAmt |
| Distributable Before Adj | $75,326 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,326 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,326 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $480,813 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $480,813 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $120,915 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,231 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $422,314 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $374,702 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $954,162 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $480,813 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $75,326 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $405,487 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,359,649 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,359,649 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,915 | ExcessFromYear4Amt |
| Excess From Year3 | $36,231 | ExcessFromYear3Amt |
| Excess From Year2 | $422,314 | ExcessFromYear2Amt |
| Excess From Year1 | $374,702 | ExcessFromYear1Amt |
| Excess From Current Year | $405,487 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WENDY NELSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALIA | ||||||||
| 1000 University Ave W Ste 230 | Saint Paul | MN | 551044747 | NONE | PC | GENERAL OPERATING SUPPORT | $13,000 | |
| A call to men | ||||||||
| 250 Merrick Rd 813 | Rockville Centre | NY | 115705210 | NONE | PC | "What Are You Really Searching For?" Campaign | $5,000 | |
| GRAND TETON NATIONAL PARK FOUNDATION | ||||||||
| PO BOX 249 | MOOSE | WY | 830120249 | NONE | PC | General Operating Support | $5,000 | |
| Breck School | ||||||||
| 123 Ottawa Ave N | Golden Valley | MN | 554225124 | NONE | PC | General Operations (Annual Gift) | $20,201 | |
| INNER CITY TENNIS FOUNDATION | ||||||||
| 4005 NICOLLET AVE S | MINNEAPOLIS | MN | 554091516 | NONE | PC | General Operating Support | $2,500 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS ST 4410 | EVANSTON | IL | 602080001 | NONE | PC | Honorarium gift for President Morton Shapiro | $29,505 | |
| PROJECT SUCCESS | ||||||||
| 1 GROVELAND TERRACE | MINNEAPOLIS | MN | 554031172 | NONE | PC | Dreams to Action Event | $1,000 | |
| THE LINK | ||||||||
| 1210 GLENWOOD AVENUE | MINNEAPOLIS | MN | 554051415 | NONE | PC | General Operating Support | $1,000 | |
| Guthrie Theater | ||||||||
| 818 S 2nd St | Minneapolis | MN | 554151252 | none | PC | Illuminate Campaign | $250,074 | |
| The Mountain School | ||||||||
| 151 Mountain School Road | Vershire | VT | 05079 | none | PC | General Operating Support | $1,000 | |
| University of Minnesota Foundation | ||||||||
| 200 Oak Street SE Suite 500 | Minneapolis | MN | 554552010 | none | PC | Give to the Max Day | $3,000 | |
| Women's Foundation of Minnesota | ||||||||
| 105 5TH AVE S STE 525 | Minneapolis | MN | 554016050 | none | PC | General Operating Support | $9,922 | |
| Allina Health Foundation | ||||||||
| PO Box 43 | Minneapolis | MN | 554400000 | none | PC | Center for Mental Health and Addiction | $21,761 | |
| Center For Victims of Torture | ||||||||
| 2356 University Ave W Suite 430 | Saint Paul | MN | 551141853 | none | PC | Kenya Program Support | $5,000 | |
| Northwestern University | ||||||||
| 1201 DAVIS ST 4410 | Evanston | IL | 602080001 | none | PC | Honorarium gift for President Morton Shapiro | $132 | |
| Colorado College | ||||||||
| 14 E Cache La Poudre St | Colorado Springs | CO | 809033243 | none | PC | General Operating Support | $10,101 | |
| Family Equality | ||||||||
| 475 Park Avenue South 2100 | New York | NY | 100160000 | none | PC | General Operating Support | $10,069 | |
| Guthrie Theater | ||||||||
| 818 S 2nd St | Minneapolis | MN | 554151252 | none | PC | General Operating Support | $35,023 | |
| Queerspace Collective | ||||||||
| 1936 Lyndale Ave S 110 | minneapolis | MN | 554033101 | none | PC | General Operating Support | $1,000 | |
| Center for Reproductive rights | ||||||||
| 199 water street 22nd floor | New york | NY | 100383533 | none | PC | Special Event Support | $5,000 | |
| Children's Theatre Company | ||||||||
| 2400 3rd Ave S | Minneapolis | MN | 554043506 | none | PC | General Operating Support | $5,000 | |
| Harvard University | ||||||||
| 124 Mount Auburn Street | cambridge | MA | 021385366 | none | PC | Friends of Harvard Lacrosse | $10,039 | |
| Human Rights Campaign Foundation | ||||||||
| 1640 Rhode Island Ave Nw | washington | DC | 200363200 | none | PC | General Operating Support | $5,000 | |
| Minnesota Public Radio | ||||||||
| 480 Cedar St | Saint Paul | MN | 551012217 | none | PC | Glen Nelson Center | $24,461 | |
| National Park Foundation | ||||||||
| 1500 K st NW ste 700 | washington | DC | 200051257 | none | PC | General Operating Support | $1,000 | |
| Planned Parenthood North Central States | ||||||||
| Lockbox 446140 | St Paul | MN | 551640433 | none | PC | General Operating Support | $5,000 | PO Box 64433 |
| Walker Art Center | ||||||||
| 725 Vineland Pl | Minneapolis | MN | 554031139 | none | PC | General Operating Support | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $480,788 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,742 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $129,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $163,682 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,682 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WENDY NELSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARLSON PKWY STE 1200 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $754,238 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,279 shares VOT | $374,159 | 2025-09-18 |
| 2 | 13,766 shares WCMIX | $380,079 | 2025-09-22 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE INDEX | $187,354 | $187,354 |
| VANGUARD FTSE ALL WORLD INDEX | $97,835 | $97,835 |
| VANGUARD TOTAL STOCK MKT ETF | $482,789 | $482,789 |
| ISHARES CORE U.S. AGGREGATE | $280,763 | $280,763 |
| CALAMOS MARKET NEUTRAL INCOME | $36,354 | $36,354 |
| DIAMOND HILL LONG SHORT I | $95,596 | $95,596 |
| DFA COMMODITY STRATEGY | $10,326 | $10,326 |
| S&P DEPOSITORY RECEIPTS | $118,654 | $118,654 |
| VANGUARD ST INFLATION PROTECT | $14,739 | $14,739 |
| ISHARES IBOXX INV GR CORP BOND | $15,427 | $15,427 |
| WCM FOCUSED INTL GROWTH FUND | $284,313 | $284,313 |
| ISHARES RUSSELL 1000 | $54,057 | $54,057 |
| VANGUARD MID-CAP | $189,815 | $189,815 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DECREASE IN UNREALIZED APPRECIATION | $0 |
| ON PORTFOLIO ASSETS | $135,212 |
| OTHER DECREASES | $85 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MN ATTORNEY GENERAL FEE | $25 | $25 | |
| BANK FEES | $28 | $28 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION ON GIFTED STOCK | $182,894 |
| ROUNDING | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST FEES | CategoryTxt |
| Amt | $512 | Amt |
| Net Investment Income | $512 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $946 | |
| FOREIGN TAX WITHHOLDING | $824 | $824 |
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