BRANCHES FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRANCHES FOUNDATION (EIN 41-6463939)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349103203
- Schema version
- 2025v4.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:01:07-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460454087 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSEY & WHITNEY TRUST COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8TH ST STE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037031 | 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 | 416463939 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANCHES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAN | BusinessNameControlTxt |
| Phone | 6053366832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8TH ST STE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD J CHRISTIANSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6053366832 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW C MCMILLEN | PreparerPersonNm |
| PTIN | P01212096 | PTIN |
| Phone | 6053366832 | 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 | $39,947,942 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21,796 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $944,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $934,241 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,501,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,999,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,501,590 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,467,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,435,831 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $388,585 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $311,981 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $76,604 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,574 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $9,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,395 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $457,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $340,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $76,629 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,813,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,813,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,270,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $340,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,889,629 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$803,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,094,881 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $327,655 | CashBOYAmt |
| Cash EOY | $10,655 | CashEOYAmt |
| Cash EOYFMV | $10,655 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $685,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $617,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $617,910 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,662,308 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,477,149 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,462,324 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,308,420 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,061,228 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,857,053 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,983,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,166,942 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,947,942 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,983,961 | CapitalStockBOYAmt |
| Capital Stock EOY | $28,166,942 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,983,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,166,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,983,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,166,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,983,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$803,049 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,180,912 | SubtotalAmt |
| Other Decreases | $13,970 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,166,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 250. BADGER METER INC | 2013-08-26 | 2025-02-10 | $53,453 | $6,020 | $47,433 | $47,433 | |
| 261. FISERV INC | 2009-07-23 | 2025-02-10 | $60,236 | $3,181 | $57,055 | $57,055 | |
| 306. HOME DEPOT INC | 2025-02-10 | $126,455 | $9,336 | $117,119 | $117,119 | ||
| 1000. PRINCIPAL FINANCIAL GROUP | 2020-06-08 | 2025-02-10 | $84,494 | $49,194 | $35,300 | $35,300 | |
| 650. SCHWAB (CHARLES) CORP | 2025-02-10 | $52,315 | $31,658 | $20,657 | $20,657 | ||
| 500000. GOLDMAN SACHS GROUP INC 3.5% 01 APR 2025 | 2022-07-06 | 2025-04-01 | $500,000 | $500,000 | |||
| 225. ABBOTT LABORATORIES | 2017-03-03 | 2025-05-12 | $29,849 | $10,205 | $19,644 | $19,644 | |
| 250. FASTENAL CO | 2017-10-27 | 2025-05-12 | $19,931 | $5,876 | $14,055 | $14,055 | |
| 200. GRACO INC | 2007-12-13 | 2025-05-12 | $17,264 | $2,596 | $14,668 | $14,668 | |
| 156. HOME DEPOT INC | 2025-05-12 | $58,616 | $4,281 | $54,335 | $54,335 | ||
| 4935. NEOGEN CORP | 2025-05-12 | $32,061 | $69,767 | -$37,706 | -$37,706 | ||
| 400. ABBOTT LABORATORIES | 2017-03-03 | 2025-05-22 | $52,919 | $18,142 | $34,777 | $34,777 | |
| 150. HOME DEPOT INC | 2009-11-10 | 2025-05-22 | $55,105 | $4,024 | $51,081 | $51,081 | |
| 1250. PRINCIPAL FINANCIAL GROUP | 2025-05-22 | $97,055 | $41,182 | $55,873 | $55,873 | ||
| 2650. SCHWAB (CHARLES) CORP | 2019-08-19 | 2025-05-22 | $232,093 | $99,864 | $132,229 | $132,229 | |
| 750. UNITED PARCEL SERVICE-CL B | 2025-05-22 | $72,772 | $44,701 | $28,071 | $28,071 | ||
| 1500. FASTENAL CO | 2025-08-05 | $67,945 | $17,629 | $50,316 | $50,316 | ||
| 776. NVIDIA CORP | 2019-08-19 | 2025-08-05 | $136,939 | $3,293 | $133,646 | $133,646 | |
| 750. UNITED PARCEL SERVICE-CL B | 2009-11-10 | 2025-08-05 | $64,808 | $42,336 | $22,472 | $22,472 | |
| 300. NVIDIA CORP | 2019-08-19 | 2025-08-25 | $54,290 | $1,273 | $53,017 | $53,017 | |
| .25 SOLSTICE ADV MATERIALS INC | 2008-10-15 | 2025-11-06 | $12 | $2 | $10 | $10 | |
| 700. C.H. ROBINSON WORLDWIDE INC | 2013-08-26 | 2025-11-26 | $111,530 | $41,563 | $69,967 | $69,967 | |
| 122. ELI LILLY & CO | 2017-04-20 | 2025-11-26 | $134,893 | $9,894 | $124,999 | $124,999 | |
| 750. NVIDIA CORP | 2019-08-19 | 2025-11-26 | $135,561 | $3,182 | $132,379 | $132,379 | |
| 523. SOLSTICE ADV MATERIALS INC | 2025-11-26 | $23,898 | $3,154 | $20,744 | $20,744 | ||
| . SEE ATTACHED FORM 1099-B DETAIL | 2025-01-01 | 2025-12-31 | $56 | $55 | $1 | $1 | |
| . SEE ATTACHED FORM 1099-B DETAIL | 2025-01-01 | 2025-12-31 | $1,274,501 | $1,190,883 | $83,618 | $83,618 | |
| . SEE ATTACHED FORM 1099-B DETAIL | 2025-01-01 | 2025-12-31 | $83,439 | $81,984 | $1,455 | $1,455 | |
| . SEE ATTACHED FORM 1099-B DETAIL | 2025-01-01 | 2025-12-31 | $273,035 | $273,035 | |||
| . SEE ATTACHED FORM 1099-B DETAIL | 2025-01-01 | 2025-12-31 | $8,362 | $11,041 | -$2,679 | -$2,679 | |
| . SEE ATTACHED FORM 1099-B DETAIL | 2024-01-01 | 2025-12-31 | $18 | $15 | $3 | $3 | |
| . SEE ATTACHED FORM 1099-B DETAIL | 2025-12-31 | $5,872,182 | $4,724,650 | $1,147,532 | $1,147,532 | ||
| . SEE ATTACHED FORM 1099-B DETAIL | 2024-01-01 | 2025-12-31 | $200,024 | $195,711 | $4,313 | $4,313 | |
| . SEE ATTACHED FORM 1099-B DETAIL | 2024-01-01 | 2025-12-31 | $100 | $201 | -$101 | -$101 | |
| . SEE ATTACHED FORM 1099-B DETAIL | 2024-01-01 | 2025-12-31 | $14,995 | $7,533 | $7,462 | $7,462 | |
| . SEE ATTACHED FORM 1099-B DETAIL | 2025-12-31 | $2,252 | $2,252 | $2,252 | |||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,720 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,501,590 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,019 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,019 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,019 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $46,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,981 | OverpaymentAmt |
| Applied To ES Tax | $2,981 | AppliedToESTaxAmt |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSEY & WHITNEY TRUST COMPANY LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6053366832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8TH ST STE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037031 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TRUDY A CHRISTIANSON | ||||||
| 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 571037031 | TRUSTEE | 1 | $0 |
| TODD J CHRISTIANSON | ||||||
| 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 571037031 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DORSEY WHITNEY TRUST COMPANY LLC | |||||
| 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 57103 | CUSTODIAL | $203,681 |
| LEGACY WEALTH | |||||
| 683 BIELENBERG DRIVE SUITE 101 | WOODBURY | MN | 55125 | INVESTMENT | $184,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $39,490,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,032,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,523,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,523,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $607,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,915,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,995,763 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,995,763 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,019 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,019 | TotalTaxAmt |
| Distributable Before Adj | $1,952,744 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,952,744 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,952,744 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,889,629 | 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 | $3,889,629 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,952,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,113,993 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $418,703 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $892,568 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,612,346 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,539,320 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,576,930 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,889,629 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,952,744 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,936,885 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,513,815 | 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 | $1,113,993 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,399,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $418,703 | ExcessFromYear4Amt |
| Excess From Year3 | $892,568 | ExcessFromYear3Amt |
| Excess From Year2 | $1,612,346 | ExcessFromYear2Amt |
| Excess From Year1 | $1,539,320 | ExcessFromYear1Amt |
| Excess From Current Year | $1,936,885 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TRUDY CHRISTIANSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RURAL CARE FOUNDATION | |||||||||||||
| 194 MOO 5 LUANG NUA | DOI SAKET | CHIANG MAI | TH | 50220 | N/A | POF | GENERAL OPERATING & VARIOUS | $134,000 | |||||
| GRACE FOR LIFE FOUNDATION | |||||||||||||
| 158/15 VILLAGE NO 5 | DOI SAKET | 50 | TH | 50220 | N/A | POF | GENERAL OPERATING & VARIOUS | $112,000 | |||||
| AFRICA INLAND MISSION INTERNATIONAL | |||||||||||||
| N/A | PC | ANDY & CARI ROBERTSON | $8,000 | INCORPORATED | PO BOX 3611 | PEACHTREE CITY | GA | 30269 | |||||
| SIM USA INCORPORATED | |||||||||||||
| N/A | PC | ANDREW & JEN HOLLOWAY | $66,000 | 14830 CHOATE CIRLCE | CHARLOTTE | NC | 28273 | ||||||
| OMF INTERNATIONAL INC | |||||||||||||
| N/A | PC | SUPPORT FOR VEHICLE, LIZZY | $12,000 | 10 WEST DRY CREEK CIRCLE | LITTLETON | CO | 80120 | ||||||
| PARABLE FUND | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $16,500 | 50 S 6TH ST STE 1500 | MINNEAPOLIS | MN | 55402 | ||||||
| INTERVARSITY CHRISTIAN FELLOWSHIPUSA | |||||||||||||
| N/A | PC | MISSIONARY SUPPORT FOR CALE | $15,000 | 635 SCIENCE DRIVE | MADISON | WI | 53711 | ||||||
| CONVERGE | |||||||||||||
| N/A | PC | MISSIONARY SUPPORT - CARL | $20,000 | 11002 LAKE HART DRIVE | ORLANDO | FL | 32832 | ||||||
| COMPASSION INTERNATIONAL INC | |||||||||||||
| N/A | PC | VARIOUS OPERATIONAL SUPPORT | $500,000 | 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | ||||||
| THE SALVATION ARMY | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | NORTHERN DIVISION | 2445 PRIOR AVENUE N | ROSEVILLE | MN | 55113 | |||||
| UNION GOSPEL MISSION ASSOCIATION | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | OF ST PAUL | 376 WESTERN AVENUE NORTH | ST PAUL | MN | 55103 | |||||
| UNIVERSITY OF NORTHWESTERN-ST PAUL | |||||||||||||
| N/A | PC | 98.5 FM - KTIS TWIN CITIES | $30,000 | 3003 SNELLING AVE NORTH | SAINT PAUL | MN | 55113 | ||||||
| EVANGELICAL FREE CHURCH OF AMERICA | |||||||||||||
| N/A | PC | VARIOUS OPERATIONAL AND | $67,500 | 901 E 78TH ST | MINNEAPOLIS | MN | 55420 | ||||||
| EAGLE BROOK CHURCH | |||||||||||||
| N/A | PC | GENERAL FUND & VARIOUS | $127,000 | 7015 20TH AVE | HUGO | MN | 55038 | ||||||
| CHILDREN'S SHELTER OF CEBU | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | 3600 LEXINGTON AVE N SUITE 209 | SHOREVIEW | MN | 55126 | ||||||
| MINNESOTA TEEN CHALLENGE INC | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | 740 EAST 24TH STREET | MINNEAPOLIS | MN | 55404 | ||||||
| FEED MY STARVING CHILDREN | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | 401 93RD AVE NW | COON RAPIDS | MN | 55433 | ||||||
| HOPE COMMUNITY CHURCH | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | 707 10TH AVE S | MINNEAPOLIS | MN | 55415 | ||||||
| DWELLING PLACE | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | 940-44TH AVE NE UNIT 21307 | COLUMBIA HEIGHTS | MN | 55421 | ||||||
| HOPE ACADEMY INC | |||||||||||||
| N/A | PC | GENERAL FUND & BUILDING | $150,000 | 2300 CHICAGO AVE S | MINNEAPOLIS | MN | 55404 | ||||||
| LIBERTY CLASSICAL ACADEMY | |||||||||||||
| N/A | PC | SUPPORT TO "FOR SUCH A TIME | $150,000 | 3878 HIGHLAND AVE | SAINT PAUL | MN | 55110 | ||||||
| ROCKPOINT CHURCH | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | 5825 KELVIN AVE N | LAKE ELMO | MN | 55042 | ||||||
| NEW LIFE FAMILY SERVICES | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $362,000 | 1515 E 66TH ST | MINNEAPOLIS | MN | 55423 | ||||||
| INTERNATIONAL JUSTICE MISSION | |||||||||||||
| N/A | PC | GENERAL OPERATING FUND & | $380,000 | PO BOX 2227 | ARLINGTON | VA | 22202 | ||||||
| SAMARITAN'S PURSE | |||||||||||||
| N/A | PC | SUPPORT THE GREATEST | $400,000 | PO BOX 3000 | BOONE | NC | 28607 | ||||||
| NATIONAL CHRISTIAN CHARITABLE | |||||||||||||
| N/A | PC | SUPPORT FOR GIVING FUND & | $35,000 | FOUNDATION INC | 1150 SANCTUARY PARKWAY SUITE 350 | ALPHARETTA | GA | 30009 | |||||
| PRISON FELLOWSHIP MINISTRIES | |||||||||||||
| N/A | PC | GENERAL OPERATING FUND | $25,000 | 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | ||||||
| Amplify Mission Network | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | 5201 EDEN AVE | Edina | MN | 554362316 | ||||||
| THE NAVIGATORS | |||||||||||||
| N/A | PC | JOE & CARA HERZBERG | $20,000 | PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | ||||||
| The Apologist Project | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | 3209 BURKS LN | Austin | TX | 787322122 | ||||||
| North Church | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | 5151 PROGRAM AVENUE | Saint Paul | MN | 55112 | ||||||
| FOCUS ON THE FAMILY | |||||||||||||
| N/A | PC | HOPE RESTORED 2024 CAMPAIGN | $50,000 | 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | ||||||
| ENGLISH LANGUAGE INSTITUTE IN CHINA | |||||||||||||
| N/A | PC | GENERAL OPERATING AND | $71,000 | PO BOX 3000 | FORT COLLINS | CO | 80522 | ||||||
| CRU CAMPUS CRUSADE FOR CHRIST INC | |||||||||||||
| N/A | PC | VARIOUS MISSIONARY SUPPORT | $16,000 | 100 LAKE HART DR | ORLANDO | FL | 32832 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,813,000 | 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 | $944,432 | 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 | $2,501,590 | 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 | $3,446,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,446,022 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JULIA HELLER | |||||||
| 1 | 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 571037031 | $12,001 | Yes (X) | Yes (X) |
| TRUDY CHRISTIANSON | |||||||
| 2 | 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 571037031 | $5,832 | Yes (X) | Yes (X) |
| DAVID CHRISTIANSON | |||||||
| 3 | 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 571037031 | $3,963 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $65,046 | 2025-12-30 |
| 2 | PUBLICLY TRADED SECURITIES | $123,717 | 2025-12-09 |
| 3 | PUBLICLY TRADED SECURITIES | $149,324 | 2025-12-30 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RURAL CARE FOUNDATION | |||||||||||
| 194 MOO 5 LUANG | DOI SAKET | CHIANG MAI | TH | 50220 | 2025-01-24 | $132,000 | TO SUPPORT THE CHARITABLE GRANT-MAKING ACTIVITIES OF THE GRANTEE | NO | 1/31/2025 | 2025-01-31 | N/A |
| GRACE FOR LIFE FOUNDATION | |||||||||||
| 158/15 Moo 6 Choeng Doi | DOI SAKET | CHIANG MAI | TH | 50220 | 2025-01-24 | $110,000 | TO SUPPORT THE CHARITABLE GRANT-MAKING ACTIVITIES OF THE GRANTEE | NO | 1/31/2025 | 2025-01-31 | N/A |
| RURAL CARE FOUNDATION | |||||||||||
| 194 MOO 5 LUANG | DOI SAKET | CHIANG MAI | TH | 50220 | 2025-02-25 | $2,000 | TO SUPPORT THE CHARITABLE GRANT-MAKING ACTIVITIES OF THE GRANTEE | NO | 2/26/2025 | 2025-02-26 | N/A |
| GRACE FOR LIFE FOUNDATION | |||||||||||
| 158/15 Moo 6 Choeng Doi | DOI SAKET | CHIANG MAI | TH | 50220 | 2025-02-24 | $2,000 | TO SUPPORT THE CHARITABLE GRANT-MAKING ACTIVITIES OF THE GRANTEE | NO | 2/26/2025 | 2025-02-26 | N/A |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $10,061,228 | EOYBookValueAmt |
| EOYFMV | $9,857,053 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $17,477,149 | EOYBookValueAmt |
| EOYFMV | $29,462,324 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK / TAX TIMING DIFFERENCES | Desc |
| Amt | $13,970 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $9,420 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,395 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $388,585 | Amt |
| Net Investment Income | $311,981 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $76,604 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $19,574 | $19,574 | $0 |
| FEDERAL ESTIMATES | $40,288 | $0 | $0 |
Comments