GRACO FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GRACO FOUNDATION (EIN 41-6023537)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349101788
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T10:17:34-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 416023537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRACO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAC | BusinessNameControlTxt |
| Phone | 6126236729 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1441 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554401441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANEL FRENCH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6126236729 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | 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 | $24,274,137 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $687,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $687,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,412,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,097,978 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,412,475 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,099,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,099,654 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,354 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $49,354 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,855 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,536 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,955 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,212 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,743 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,212 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,591,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,591,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,718,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,212 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,712,307 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,381,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,095,442 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $161,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,548 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $23,791,673 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,246,326 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,185,589 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,953,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,334,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,274,137 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,953,250 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,334,874 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,953,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,334,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,953,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,334,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,953,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,381,624 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,334,874 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,334,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,645,000 | $1,685,503 | -$40,503 | -$40,503 |
| CAPITAL GAINS DIVIDENDS | P | $2,452,978 | $2,452,978 | $2,452,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,412,475 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,027 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,027 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $409 | EsPenaltyAmt |
| Tax Due | $43,436 | 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 | 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.GRACO.COM/US/EN/ABOUT-GRACO/FOUNDATION | WebsiteAddressTxt |
| Individual With Books | JANEL FRENCH | IndividualWithBooksNm |
| Phone | 6126236729 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 11TH AVENUE NE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| MARK SHEAHAN | ||||||||
| PO BOX 1441 | MINNEAPOLIS | MN | 554401441 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JOSEPH HUMKE | ||||||||
| PO BOX 1441 | MINNEAPOLIS | MN | 554401441 | VICE PRESIDENT | 0.40 | $0 | $0 | $0 |
| JANEL FRENCH | ||||||||
| PO BOX 1441 | MINNEAPOLIS | MN | 554401441 | TREASURER, SECRETARY & MANAGER | 6.70 | $49,354 | $0 | $0 |
| DIANE OLSON | ||||||||
| PO BOX 1441 | MINNEAPOLIS | MN | 554401441 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| DAVID LOWE | ||||||||
| PO BOX 1441 | MINNEAPOLIS | MN | 554401441 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| RONITA BANERJEE | ||||||||
| PO BOX 1441 | MINNEAPOLIS | MN | 554401441 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| JOSEPH DANISKI | ||||||||
| PO BOX 1441 | MINNEAPOLIS | MN | 554401441 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| JEFF WEBER | ||||||||
| PO BOX 1441 | MINNEAPOLIS | MN | 554401441 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| DAWN SVENKESON-KOUBAL | ||||||||
| PO BOX 1441 | MINNEAPOLIS | MN | 554401441 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,703,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,942,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,942,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $359,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,583,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,179,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,179,168 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,027 | TotalTaxAmt |
| Distributable Before Adj | $1,136,141 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,136,141 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,136,141 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,712,307 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,712,307 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,136,141 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $306,200 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $226,278 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $153,224 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $721,353 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $528,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,935,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,712,307 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,136,141 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $576,166 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,511,789 | 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 | $306,200 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,205,589 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $226,278 | ExcessFromYear4Amt |
| Excess From Year3 | $153,224 | ExcessFromYear3Amt |
| Excess From Year2 | $721,353 | ExcessFromYear2Amt |
| Excess From Year1 | $528,568 | ExcessFromYear1Amt |
| Excess From Current Year | $576,166 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESSABILITY | ||||||
| 360 HOOOVER STREET NE | MINNEAPOLIS | MN | 55413 | PC | GENERAL OPERATING SUPPORT | $95,738 |
| ACHIEVE TWIN CITIES | ||||||
| 2829 UNIVERSITY AVE SE SUITE 850 | MINNEAPOLIS | MN | 55414 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| ALEXANDRIA TECHNICAL COLLEGE | ||||||
| 1601 JEFFERSON STREET | ALEXANDRIA | MN | 563083799 | PC | SCHOLARSHIPS | $10,000 |
| AMERICAN INDIAN OIC | ||||||
| 1845 E FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| AMERICAN ONLINE GIVING FOUNDATION - AOGF | ||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | PC | GIFT MATCHING | $172,865 |
| AMERICAN ONLINE GIVING FOUNDATION - AOGF | ||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | PC | DOLLARS FOR DOERS | $70,727 |
| ANOKA TECHNICAL COLLEGE | ||||||
| 1355 WEST HIGHWAY 10 | ANOKA | MN | 55303 | PC | SCHOLARSHIPS | $10,000 |
| CAMDEN HIGH SCHOOL | ||||||
| 4320 NO NEWTON AVENUE | MINNEAPOLIS | MN | 55412 | PC | GENERAL OPERATING SUPPORT | $500 |
| CRISTO REY HIGH SCHOOL | ||||||
| 2924 4TH AVE S | MINNEAPOLIS | MN | 55408 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| DUNWOODY COLLEGE OF TECHNOLOGY | ||||||
| 818 DUNWOODY BLVD | MINNEAPOLIS | MN | 55403 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| DUNWOODY COLLEGE OF TECHNOLOGY | ||||||
| 818 DUNWOODY BLVD | MINNEAPOLIS | MN | 554031192 | PC | SCHOLARSHIPS | $10,000 |
| EASTSIDE NEIGHBORHOOD SERVICES | ||||||
| 1700 NE 2ND STREET | MINNEAPOLIS | MN | 55413 | PC | GENERAL OPERATING SUPPORT | $85,000 |
| ERIE INSTITUTE OF TECHNOLOGY | ||||||
| 940 MILLCREEK MALL BLVD | ERIE | PA | 16565 | PC | SCHOLARSHIPS | $10,000 |
| EXPLORATION HIGH SCHOOL | ||||||
| 229 13TH AVENUE NE | MINNEAPOLIS | MN | 55413 | PC | GENERAL OPERATING SUPPORT | $500 |
| HEARTS & HAMMERS | ||||||
| 2599 FAIRVIEW AVE N | ST PAUL | MN | 55113 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| IRONDALE HIGH SCHOOL | ||||||
| PO BOX 120283 | ST PAUL | MN | 55112 | PC | GENERAL OPERATING SUPPORT | $500 |
| KETTERING UNIVERSITY | ||||||
| 1700 UNIVERSITY AVE | FLINT | MI | 48504 | PC | SCHOLARSHIPS | $10,000 |
| LAKE AREA TECHNICAL COLLEGE | ||||||
| 1201 ARROW AVE NE | WATERTOWN | SD | 57201 | PC | SCHOLARSHIPS | $10,000 |
| MINNEAPOLIS COMMUNITY & TECHNICAL COLLEGE | ||||||
| 1501 HENNEPIN AVE | MINNEAPOLIS | MN | 55403 | PC | SCHOLARSHIPS | $10,000 |
| MINNESOTA PRIVATE COLLEGES | ||||||
| 445 MINNESOTA STREET | ST PAUL | MN | 55101 | PC | SCHOLARSHIPS | $42,500 |
| MOUNDS VIEW HIGH SCHOOL | ||||||
| 1900 LAKE VALENTINE ROAD | ARDEN HILLS | MN | 55112 | PC | GENERAL OPERATING SUPPORT | $500 |
| MOUNTAINLAND TECH | ||||||
| 2301 ASHTON BLVD | LEHI | UT | 84043 | PC | SCHOLARSHIPS | $10,000 |
| NORTH DAKOTA STATE UNIVERSITY | ||||||
| 1340 ADMINISTRATION AVE | FARGO | ND | 58105 | PC | SCHOLARSHIPS | $10,000 |
| PAGE EDUCATION FOUNDATION | ||||||
| 901 N 3RD STREET SUITE 355 | MINNEAPOLIS | MN | 55401 | PC | SCHOLARSHIPS | $15,000 |
| ROGERS HIGH SCHOOL | ||||||
| 21000 141ST AVE N | ROGERS | MN | 55374 | PC | GENERAL OPERATING SUPPORT | $500 |
| SAINT PAUL COLLEGE | ||||||
| 235 MARSHALL AVENUE | ST PAUL | MN | 55102 | PC | SCHOLARSHIPS | $10,000 |
| SCHOLARSHIP AMERICA | ||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | PC | SCHOLARSHIPS | $214,000 |
| SOIUTHEAST TECHNICAL COLLEGE | ||||||
| 2320 N CAREER AVE | SIOUX FALLS | SD | 57107 | PC | SCHOLARSHIPS | $10,000 |
| SOUTH DAKOTA SCHOOL OF MINES | ||||||
| 306 EAST SAINT JOSEPH STREET | RAPID CITY | SD | 57701 | PC | SCHOLARSHIPS | $10,000 |
| SOUTH DAKOTA STATE UNIVERSITY | ||||||
| 815 MEDARY AVENUE BOX 525 | BROOKINGS | SD | 57007 | PC | SCHOLARSHIPS | $10,000 |
| SOUTHEAST TECHNICAL COLLEGE | ||||||
| 2320 N CAREER AVE | SIOUX FALLS | SD | 57107 | PC | GENERAL OPERATING SUPPORT | $200,000 |
| TWIN CITIES RSE | ||||||
| 1301 N BRYANT AVE | MINNEAPOLIS | MN | 55411 | PC | GENERAL OPERATING SUPPORT | $200,000 |
| UNIVERSITY OF AKRON | ||||||
| 302 E BUCHTEL AVE | AKRON | OH | 443252603 | PC | SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF MINNESOTA - DULUTH | ||||||
| PO BOX 860266 | MINNEAPOLIS | MN | 554860266 | PC | SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF MINNESOTA - TWIN CITIES | ||||||
| 117 PLEASANT STREET SE | MINNEAPOLIS | MN | 55455 | PC | SCHOLARSHIPS | $20,000 |
| UNIVERSITY OF ST THOMAS | ||||||
| 2115 SUMMIT AVE | ST PAUL | MN | 55105 | PC | GENERAL OPERATING SUPPORT | $113,000 |
| UNIVERSITY OF ST THOMAS | ||||||
| MAIL DEV 2120 2115 SUMMIT AVENUE | ST PAUL | MN | 55105 | PC | SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF WISCONSIN - STOUT | ||||||
| 320 SOUTH BROADWAY STREET | MENOMONIE | WI | 54751 | PC | SCHOLARSHIPS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,591,330 | 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 | $687,179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,412,475 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,099,654 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,099,654 | 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 | DELOITTE TAX LLP | CategoryTxt |
| Amt | $8,855 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,855 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPM DIVERSIFIED FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $25,246,326 | BookValueAmt |
| EOYFMV | $24,185,589 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AMERICAN ONLINE GIVING FOUNDATION, INC. MANAGEMENT FEES | $9,992 | $0 | $9,992 |
| BANK/ INVESTMENT FEES | $4,212 | $4,212 | $0 |
| SCHOLARSHIP AMERICA | $10,175 | $0 | $10,175 |
| MINNESOTA COUNCIL ON FOUNDATIONS | $3,500 | $0 | $3,500 |
| BENEVITY | $39,076 | $0 | $39,076 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAYMENTS | $1,511 | $0 | $0 |
| STATE FILING FEES | $25 | $0 | $25 |
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