STALEY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STALEY FAMILY FOUNDATION (EIN 26-3442296)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349102819
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:08:33-05:00 | 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 | 263442296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STALEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAL | BusinessNameControlTxt |
| Phone | 9529252462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8389 | AddressLine1Txt |
| City | AVON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81620 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN STALEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9529252462 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGHAN LEMENS | PreparerPersonNm |
| PTIN | P01492367 | 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 | $93,679,073 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,063,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,073,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,306,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,507,327 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,314,917 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,066 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,372,704 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,387,964 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $644,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $644,144 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,129 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $717,562 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $670,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,998,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,808,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,716,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $670,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,817,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $656,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,717,266 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,384 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,725,417 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,004,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,004,947 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $29,186,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,362,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $84,915,819 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,741,259 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,034,096 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,758,307 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,745,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,401,496 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $93,679,073 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $35,745,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,401,496 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,745,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,401,496 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,745,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,401,496 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,745,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $656,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,401,496 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,401,496 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIB. FROM PUBLICLY TRADED SEC. | P | 2025-12-31 | $98,732 | $98,732 | $98,732 | |
| PUBLICLY TRADED SECURITIES | P | 2025-12-31 | $8,408,595 | $4,216,185 | $4,216,185 | $4,192,410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,314,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,000 | 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 | $53,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,570 | 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 | CO | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WARREN STALEY | IndividualWithBooksNm |
| Phone | 9529252462 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19000 | AddressLine1Txt |
| City | AVON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WARREN STALEY | ||||||||
| PO BOX 8389 | AVON | CO | 81620 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MARY LYNN STALEY | ||||||||
| PO BOX 8389 | AVON | CO | 81620 | TRUSTEE | 0.50 | $0 | $0 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCCREA BURNS GROUP OF ROBERT W BAIRD & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7605 EDINBOROUGH WAY STE 300 | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $644,144 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $88,128,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,445,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,573,953 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,573,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,343,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,230,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,411,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,411,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,570 | TotalTaxAmt |
| Distributable Before Adj | $4,345,947 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,345,947 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,345,947 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,817,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,817,325 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,345,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,738,901 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,817,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,738,901 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,267,523 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WARREN STALEY | ContributingManagerNm |
| Contributing Manager | MARY LYNN STALEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HABITAT FOR HUMANITY - VAIL VALLEY | ||||||
| 250 LINDBERGH DR | GYPSUM | CO | 81637 | PC | GENERAL SUPPORT | $150,000 |
| HABITAT FOR HUMANITY - TWIN CITIES | ||||||
| 1954 UNIVERSITY AVE W | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $150,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||
| 550 WEST VAN BUREN STREET | CHICAGO | IL | 60607 | PC | GENERAL SUPPORT | $200,000 |
| ESQUELA DE GUADALUPE | ||||||
| 660 JULIAN ST | DENVER | CO | 80204 | PC | GENERAL SUPPORT | $40,000 |
| RISE & SHINE - TERTIARY | ||||||
| 5071 EDEN AVE | EDINA | MN | 55436 | PC | GENERAL SUPPORT | $25,000 |
| TOGETHER IN MISSIONARCHDIOCESE OF LA | ||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $20,000 |
| OPPORTUNITY INTERNATIONAL | ||||||
| PO BOX 2826 | CAROL STREAM | IL | 60132 | PC | GENERAL SUPPORT | $350,000 |
| CRISTO REY JESUIT HIGHSCHOOL | ||||||
| 2924 4TH AVE S | MINNEAPOLIS | MN | 55408 | PC | GENERAL SUPPORT | $150,000 |
| ST JOHN THE BAPTIST CATHOLIC CHURCHSCHOOL | ||||||
| 215 BROADWAY ST NORTH | JORDON | MN | 55352 | PC | GENERAL SUPPORT | $13,900 |
| PARTNERS IN FOOD SOLUTIONS | ||||||
| 9000 PLYMOUTH AVE N | MINNEAPOLIS | MN | 55427 | PC | GENERAL SUPPORT | $75,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | ||||||
| 2253 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | PC | GENERAL SUPPORT | $50,000 |
| SANSUM CLINIC | ||||||
| 215 PESETAS LANE | SANTA BARBARA | CA | 93111 | PC | GENERAL SUPPORT | $150,000 |
| KSU FOUNDATION - ENGINEERING SCHOLARSHIPS | ||||||
| 1800 KIMBALL AVE 200 | MANHATTAN | KS | 66502 | PC | GENERAL SUPPORT | $100,000 |
| VAIL VETERAN'S PROGRAM | ||||||
| 12 VAIL ROAD | VAIL | CO | 81658 | PC | GENERAL SUPPORT | $10,000 |
| RISE & SHINE - TERTIARY | ||||||
| 1745 UNIVERSITY AVE W | MINNEAPOLIS | MN | 55104 | PC | GENERAL SUPPORT | $50,000 |
| NOTRE DAME SCHOOL | ||||||
| 33 E MICHELTORENA ST | SANTA BARBARA | CA | 93101 | PC | GENERAL SUPPORT | $15,000 |
| NUESTROS PEQUENOS HERMANOS | ||||||
| 134 N LASALLE ST | CHICAGO | IL | 60602 | PC | GENERAL SUPPORT | $10,000 |
| CARONDOLET MINISTRIES FOUNDATION | ||||||
| 1884 RANDOLPH AVE | ST PAUL | MN | 55105 | PC | GENERAL SUPPORT | $10,000 |
| BENILDE ST MARGARETS | ||||||
| 2501 HIGHWAY 100 | MINNEAPOLIS | MN | 55416 | PC | GENERAL SUPPORT | $15,000 |
| FOODBANK OF SANTA BARBARA | ||||||
| 82 COROMAR DRIVE | SANTA BARBARA | CA | 93117 | PC | GENERAL SUPPORT | $7,500 |
| UNITED HOSPITAL FOUNDATION | ||||||
| 2925 CHICAGO AVE MAIL ROUTE 10721 | MINNEAPOLIS | MN | 55407 | PC | GENERAL SUPPORT | $15,000 |
| VAIL VALLEY FOUNDATION EDUCATION | ||||||
| 90 BENCHMARK RD SUITE 300 | AVON | CO | 81620 | PC | GENERAL SUPPORT | $15,000 |
| MERCY HOMES FOR BOYS AND GIRLS | ||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | PC | GENERAL SUPPORT | $20,000 |
| TREE HOUSE FAMLY HOPE SERVICES | ||||||
| 5757 WAYZATA BLVD | MINNEAPOLIS | MN | 55416 | PC | GENERAL SUPPORT | $15,000 |
| GLOBAL MINNESOTA | ||||||
| 1901 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | PC | GENERAL SUPPORT | $10,000 |
| INTERNATIONAL SAMARITAN | ||||||
| 803 N MAIN STREET | ANN ARBOR | MI | 48104 | PC | GENERAL SUPPORT | $15,000 |
| NORTHERN STAR SCOUT CAMP | ||||||
| 6202 BLOOMINGTON RD | MINNEAPOLIS | MN | 55111 | PC | GENERAL SUPPORT | $10,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $10,000 |
| HABITAT FOR HUMANITY - VAIL VALLEY | ||||||
| 250 LINDBERGH DR | GYPSUM | CO | 81637 | PC | GENERAL SUPPORT | $150,000 |
| HABITAT FOR HUMANITY - TWIN CITIES | ||||||
| 1954 UNIVERSITY AVE W | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $150,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||
| 550 WEST VAN BUREN STREET | CHICAGO | IL | 60607 | PC | GENERAL SUPPORT | $150,000 |
| SACRED HEART SCHOOL | ||||||
| 2111 GRIFFIN AVE | MENLO PARK | CA | 90031 | PC | GENERAL SUPPORT | $25,000 |
| REGIS JESUIT HIGH SCHOOL | ||||||
| 6300 SOUTH LEWISTON WAY | DENVER | CO | 80016 | PC | GENERAL SUPPORT | $20,000 |
| ESQUELA DE GUADALUPE | ||||||
| 660 JULIAN ST | DENVER | CO | 80204 | PC | GENERAL SUPPORT | $10,000 |
| YMCA OF THE NORTH | ||||||
| NW 5901 PO BOX 1450 | MINNEAPOLIS | MN | 55485 | PC | GENERAL SUPPORT | $10,000 |
| BETA THETA PI FOUNDATION | ||||||
| 5134 BONHAM ROAD | OXFORD | OH | 45056 | PC | GENERAL SUPPORT | $10,000 |
| BOYS & GIRLS CLUB OF THE PENNINSULA | ||||||
| 401 PIERCE RD | MENLO PARK | CA | 94025 | PC | GENERAL SUPPORT | $20,000 |
| BENILDE ST MARGARETS | ||||||
| 2501 HIGHWAY 100 | MINNEAPOLIS | MN | 55416 | PC | GENERAL SUPPORT | $5,000 |
| CHILDREN'S HEALTH COUNCIL | ||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | PC | GENERAL SUPPORT | $10,000 |
| EASTSIDE PREP SCHOOL | ||||||
| 1041 MYRTLE ST | PALO ALTO | CA | 94303 | PC | GENERAL SUPPORT | $10,000 |
| LIFEMOVES | ||||||
| 2550 GREAT AMERICAN WAY SUITE 201 | SANTA CLARA | CA | 95054 | PC | GENERAL SUPPORT | $5,000 |
| LUCILLE PACKARD FOUNDATION | ||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | PC | GENERAL SUPPORT | $5,000 |
| LUCILLE PACKARD FOUNDATION | ||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | PC | GENERAL SUPPORT | $5,000 |
| MISSION MINISTRIES | ||||||
| 950 SANTA CRUZ AVE | MENLO PARK | CA | 94025 | PC | GENERAL SUPPORT | $5,000 |
| RAVENWOOD EDUCATION FOUNDATION | ||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | PC | GENERAL SUPPORT | $10,000 |
| THERE WITH CARE | ||||||
| 2682 MIDDLEFIELD ROAD SUITE H | MENLO PARK | CA | 94063 | PC | GENERAL SUPPORT | $30,000 |
| YMCA OF SAN MATEO | ||||||
| 1877 S GRANT ST | SAN MATEO | CA | 94402 | PC | GENERAL SUPPORT | $5,000 |
| GOOD SHEPHERD FOUNDATION | ||||||
| 620 ELIZABETH STREET | DENVER | CO | 80206 | PC | GENERAL SUPPORT | $10,000 |
| REGIS JESUIT HIGH SCHOOL | ||||||
| 6300 SOUTH LEWISTON WAY | DENVER | CO | 80016 | PC | GENERAL SUPPORT | $50,000 |
| BENILDE ST MARGARETS | ||||||
| 2501 HIGHWAY 100 | MINNEAPOLIS | MN | 55416 | PC | GENERAL SUPPORT | $50,000 |
| ST JOHN THE BAPTIST CATHOLIC CHURCHSCHOOL | ||||||
| 215 BROADWAY ST NORTH | JORDON | MN | 55352 | PC | GENERAL SUPPORT | $20,000 |
| ICE IN PARADISE | ||||||
| 6985 SANTA FELICIA DR | GOLETA | CA | 93117 | PC | GENERAL SUPPORT | $25,000 |
| YOUTH FRONTIERS | ||||||
| 5215 EDINA INDUSTRIAL BLVD 400 | MINNEAPOLIS | MN | 55439 | PC | GENERAL SUPPORT | $25,000 |
| GOOD SHEPHERD FOUNDATION | ||||||
| 620 ELIZABETH STREET | DENVER | CO | 80206 | PC | GENERAL SUPPORT | $10,000 |
| CAMP HOPE | ||||||
| PO BOX 687 | LAKE FOREST | IL | 60045 | PC | GENERAL SUPPORT | $10,000 |
| URBAN PEAK | ||||||
| 1630 S ACOMA STREET | DENVER | CO | 80223 | PC | GENERAL SUPPORT | $10,000 |
| CASA OF DENVER | ||||||
| 960 CLARKSON STREET | DENVER | CO | 80218 | PC | GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | PC | GENERAL SUPPORT | $50,000 |
| ESQUELA DE GUADALUPE | ||||||
| 660 JULIAN ST | DENVER | CO | 80204 | PC | GENERAL SUPPORT | $5,000 |
| ST JOHN THE BAPTIST CATHOLIC CHURCHSCHOOL | ||||||
| 215 BROADWAY ST NORTH | JORDON | MN | 55352 | PC | GENERAL SUPPORT | $40,000 |
| TRACTORS FOR AFRICA (FARM YIELD AFRICA) | ||||||
| PO BOX 44084 | EDEN PRAIRIE | MN | 55344 | PC | GENERAL SUPPORT | $40,000 |
| OUR LADY OF MT CARMEL | ||||||
| 530 HOT SPRINGS ROAD | SANTA BARBARA | CA | 93108 | PC | GENERAL SUPPORT | $10,000 |
| ST CLAIRE OF ASSISI SCHOOL | ||||||
| 31622 US HIGHWAY 6 | EDWARDS | CO | 81632 | PC | GENERAL SUPPORT | $20,000 |
| HABITAT FOR HUMANITY - TWIN CITIES | ||||||
| 1954 UNIVERSITY AVE W | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $7,000 |
| TEACH FOR AMERICA TWIN CITIES | ||||||
| 2429 NICOLLET AVE | MINNEAPOLIS | MN | 55404 | PC | GENERAL SUPPORT | $20,000 |
| NORTHSIDE ACHIEVEMENT ZONE | ||||||
| 1964 N 2ND ST | MINNEAPOLIS | MN | 55411 | PC | GENERAL SUPPORT | $10,000 |
| VOYAGER OUTWARD BOUND SCHOOL | ||||||
| 1400 ENERGY PARK DR 18 | ST PAUL | MN | 55108 | PC | GENERAL SUPPORT | $10,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 1745 UNIVERSITY AVE W | MINNEAPOLIS | MN | 55104 | PC | GENERAL SUPPORT | $15,000 |
| RISE & SHINE | ||||||
| 5071 EDEN AVE | EDINA | MN | 55436 | PC | GENERAL SUPPORT | $30,000 |
| CAMP HOPE | ||||||
| PO BOX 687 | LAKE FOREST | IL | 60045 | PC | GENERAL SUPPORT | $7,000 |
| CASA OF DENVER | ||||||
| 960 CLARKSON STREET | DENVER | CO | 80218 | PC | GENERAL SUPPORT | $10,000 |
| ESQUELA DE GUADALUPE | ||||||
| 660 JULIAN ST | DENVER | CO | 80204 | PC | GENERAL SUPPORT | $40,000 |
| URBAN PEAK | ||||||
| 1630 S ACOMA STREET | DENVER | CO | 80223 | PC | GENERAL SUPPORT | $10,000 |
| OPPORTUNITY INTERNATIONAL | ||||||
| PO BOX 2826 | CAROL STREAM | IL | 60132 | PC | GENERAL SUPPORT | $10,000 |
| TWIN CITIES RISE | ||||||
| 1301 N BRYANT AVE | MINNEAPOLIS | MN | 55411 | PC | GENERAL SUPPORT | $10,000 |
| TRANSFORMATION THROUGH EDUCATION - OUR LADY OF NAMULENGA HIGH SCHOOL | ||||||
| 16555 WEBER RD | CREST HILL | IL | 60403 | PC | GENERAL SUPPORT | $50,000 |
| MUSEUM OF RUSSION ART | ||||||
| 5500 STEVENS AVE | MINNEAPOLIS | MN | 55419 | PC | GENERAL SUPPORT | $10,000 |
| RISE & SHINE | ||||||
| 5071 EDEN AVE | EDINA | MN | 55436 | PC | GENERAL SUPPORT | $15,000 |
| NORTHERN STAR SCOUT CAMP | ||||||
| 6202 BLOOMINGTON RD | MINNEAPOLIS | MN | 55111 | PC | GENERAL SUPPORT | $10,000 |
| RISE & SHINE | ||||||
| 5071 EDEN AVE | EDINA | MN | 55436 | PC | GENERAL SUPPORT | $25,000 |
| RISE & SHINE - TERTIARY | ||||||
| 5071 EDEN AVE | EDINA | MN | 55436 | PC | GENERAL SUPPORT | $25,000 |
| COURAGE KENNY FOUNDATION | ||||||
| 3915 GOLDEN VALLEY RD MR 78414 | MINNEAPOLIS | MN | 55422 | PC | GENERAL SUPPORT | $10,000 |
| GLOBAL LEADERSHIP NETWORK | ||||||
| 67 EAST ALGONQUIN ROAD | SOUTH BARRINGTON | IL | 60010 | PC | GENERAL SUPPORT | $20,000 |
| CATHOLIC CHARITIES OF SANTA BARBARA | ||||||
| 609 E HALEY ST | SANTA BARBARA | CA | 93103 | PC | GENERAL SUPPORT | $10,000 |
| ROUND UP RIVER RANCH | ||||||
| 8333 COLORADO RIVER RD | AVON | CO | 81637 | PC | GENERAL SUPPORT | $10,000 |
| MINNESOTA PRIVATE COLLEGE FUND | ||||||
| 445 MINNESOTA STREET SUITE 500 | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $10,000 |
| ZAWADI FUND INTERNATIONAL | ||||||
| 571 FOXWOOD LANE | PAOLI | PA | 19301 | PC | GENERAL SUPPORT | $10,000 |
| SHARING & CARING HANDS | ||||||
| 525 N SEVENTH ST | MINNEAPOLIS | MN | 55405 | PC | GENERAL SUPPORT | $30,000 |
| IOCP - CARING FOR KIDS INSTITUTE | ||||||
| 1605 COUNTY RD 101 | PLYMOUTH | MN | 55447 | PC | GENERAL SUPPORT | $10,000 |
| ST JOHN THE BAPTIST CATHOLIC CHURCHSCHOOL | ||||||
| 215 BROADWAY ST NORTH | JORDON | MN | 55352 | PC | GENERAL SUPPORT | $25,000 |
| CASA OF DENVER | ||||||
| 960 CLARKSON STREET | DENVER | CO | 80218 | PC | GENERAL SUPPORT | $5,000 |
| THERE WITH CARE | ||||||
| 2682 MIDDLEFIELD ROAD SUITE H | MENLO PARK | CA | 94063 | PC | GENERAL SUPPORT | $5,000 |
| FIT KIDS | ||||||
| 2171 EL CAMINO REAL SUITE 207 | OCEANSIDE | CA | 92054 | PC | GENERAL SUPPORT | $2,500 |
| OAKLAND LACROSSE CLUB | ||||||
| 638 3RD ST | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $5,000 |
| SACRED HEART SCHOOL | ||||||
| 2111 GRIFFIN AVE | MENLO PARK | CA | 90031 | PC | GENERAL SUPPORT | $25,000 |
| SAFE SPACE | ||||||
| 612 SE DIXIE HWY | STUART | FL | 34994 | PC | GENERAL SUPPORT | $2,500 |
| OUR LADY OF MT CARMEL | ||||||
| 530 HOT SPRINGS ROAD | SANTA BARBARA | CA | 93108 | PC | GENERAL SUPPORT | $10,000 |
| WASHBURN CENTER FOR CHILDREN | ||||||
| 1100 GLENWOOD AVE | MINNEAPOLIS | MN | 55405 | PC | GENERAL SUPPORT | $10,000 |
| THERE WITH CARE | ||||||
| 2682 MIDDLEFIELD ROAD SUITE H | MENLO PARK | CA | 94063 | PC | GENERAL SUPPORT | $15,000 |
| HAZELDEN BETTY FORD FOUNDATION | ||||||
| PO BOX 64348 | ST PAUL | MN | 55164 | PC | GENERAL SUPPORT | $10,000 |
| YOUTH FRONTIERS | ||||||
| 5215 EDINA INDUSTRIAL BLVD 400 | MINNEAPOLIS | MN | 55439 | PC | GENERAL SUPPORT | $15,000 |
| TRACTORS FOR AFRICA (FARM YIELD AFRICA) | ||||||
| PO BOX 44084 | EDEN PRAIRIE | MN | 55344 | PC | GENERAL SUPPORT | $30,000 |
| BOYS TOWN | ||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | PC | GENERAL SUPPORT | $10,000 |
| ST JOSEPH'S INDIAN SCHOOL | ||||||
| 1301 N MAIN ST | ST CHAMBERLAIN | SD | 57325 | PC | GENERAL SUPPORT | $10,000 |
| CENTER FOR VICTIMS OF TORTURE | ||||||
| 2356 UNIVERSITY AVE W STE 430 | ST PAUL | MN | 55114 | PC | GENERAL SUPPORT | $5,000 |
| US LACROSSE FOUNDATION | ||||||
| 2 LOVETON CIR | SPARKS | MD | 21152 | PC | GENERAL SUPPORT | $3,500 |
| BOSTON COLLEGE | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PC | GENERAL SUPPORT | $25,000 |
| COLLEGE POSSIBLE | ||||||
| 755 PRIOR AVE N SUITE 200 | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $10,000 |
| GENESYS WORKS TC | ||||||
| 445 MINNESOTA ST UNIT 720 | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $2,500 |
| TRINITY WOODS CAMP | ||||||
| N 10884 HOINVILLE RD | TREGO | WI | 54888 | PC | GENERAL SUPPORT | $5,000 |
| THE NATURE CONSERVANCY MINNESOTA | ||||||
| 1101 W RIVER PKWY 200 | MINNEAPOLIS | MN | 55415 | PC | GENERAL SUPPORT | $5,000 |
| REGIS JESUIT HIGH SCHOOL | ||||||
| 6300 SOUTH LEWISTON WAY | DENVER | CO | 80016 | PC | GENERAL SUPPORT | $10,000 |
| ASHESI UNIVERSITY FOUNDATION | ||||||
| 1201 3RD AVE 2200 | SEATTLE | WA | 98101 | PC | GENERAL SUPPORT | $10,000 |
| MERCY HOMES FOR BOYS AND GIRLS | ||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | PC | GENERAL SUPPORT | $15,000 |
| SHARING & CARING HANDS | ||||||
| 525 N SEVENTH ST | MINNEAPOLIS | MN | 55405 | PC | GENERAL SUPPORT | $10,000 |
| BRIDGE FOR YOUTH | ||||||
| 1111 W 22ND ST | MINNEAPOLIS | MN | 55405 | PC | GENERAL SUPPORT | $10,000 |
| BISHOP GARCIA DIEGO HIGH SCHOOL | ||||||
| 4000 L COLINA RD | SANTA BARBARA | CA | 93110 | PC | GENERAL SUPPORT | $10,000 |
| DE MARILLAC ACADEMY | ||||||
| 175 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $20,000 |
| PRO ECCLESIA SANCTA | ||||||
| 8650 RUSSELL AVE S | BLOOMINGTON | MN | 55431 | PC | GENERAL SUPPORT | $25,000 |
| OPPORTUNITY INTERNATIONAL | ||||||
| PO BOX 2826 | CAROL STREAM | IL | 60132 | PC | GENERAL SUPPORT | $10,000 |
| INTERNATIONAL SAMARITAN | ||||||
| 803 N MAIN STREET | ANN ARBOR | MI | 48104 | PC | GENERAL SUPPORT | $10,000 |
| ONE MILLION HOME | ||||||
| 1102 A ST SUITE 300 38 | TACOMA | WA | 98402 | PC | GENERAL SUPPORT | $15,000 |
| CAMP FOLEY | ||||||
| 9303 FATHER FOLEY DR | PINE RIVER | MN | 56474 | PC | GENERAL SUPPORT | $15,000 |
| BRIDGING MN | ||||||
| 201 W 87TH ST | BLOOMINGTON | MN | 55420 | PC | GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF MARY | ||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | PC | GENERAL SUPPORT | $20,000 |
| RISE & SHINE - TERTIARY | ||||||
| 5071 EDEN AVE | EDINA | MN | 55436 | PC | GENERAL SUPPORT | $100,000 |
| CORNELL UNIVERSITY GRAD SCHOOL | ||||||
| SAGE HALL CORNELL UNIVERSITY | ITHACA | NY | 14853 | PC | GENERAL SUPPORT | $60,000 |
| BETA THETA PI FOUNDATION | ||||||
| 5134 BONHAM ROAD | OXFORD | OH | 45056 | PC | GENERAL SUPPORT | $20,000 |
| CRISTO REY JESUIT HIGHSCHOOL | ||||||
| 2924 4TH AVE S | MINNEAPOLIS | MN | 55408 | PC | GENERAL SUPPORT | $25,000 |
| OUR LADY OF GRACE | ||||||
| 5071 EDEN AVE | EDINA | MN | 55436 | PC | GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 33 E MICHELTORENA ST | SANTA BARBARA | CA | 93101 | PC | GENERAL SUPPORT | $10,000 |
| RISE & SHINE | ||||||
| 5071 EDEN AVE | EDINA | MN | 55436 | PC | GENERAL SUPPORT | $10,000 |
| MOTOR CITY SCHOLARS INC | ||||||
| 3844 PENSYLVANIA ST | DETROIT | MI | 48214 | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,808,900 | 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 | $1,063,937 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,066 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,314,917 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,380,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,380,920 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,850 | Amt |
| Net Investment Income | $8,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALKAMI TECHNOLOGY INC | $416,444 | $332,047 |
| ALPHABET INC CL C | $50,710 | $1,167,022 |
| ALPHABET INC CL A | $50,905 | $1,161,543 |
| AMAZON.COM INC | $229,394 | $1,998,209 |
| ANALOG DEVICES INC | $393,166 | $1,311,523 |
| CINTAS CORP | $802,171 | $757,546 |
| COSTAR GROUP INC | $117,648 | $987,554 |
| DANAHER CORP | $402,528 | $791,376 |
| ENSIGN GROUP INC | $369,476 | $678,683 |
| FAIR ISAAC CORP | $806,830 | $867,288 |
| FASTENAL CO | $283,535 | $1,267,346 |
| FIVE BELOW INC | $142,940 | $711,624 |
| FLOOR & DECOR HOLDINGS INC CL A | $453,234 | $301,223 |
| FRESHPET INC | $408,098 | $342,122 |
| GLOBANT S A | $230,836 | $340,120 |
| GRAND CANYON EDUCATION INC | $85,351 | $736,254 |
| GUIDEWIRE SOFTWARE INC | $217,000 | $494,686 |
| HEICO CORP NEW | $195,522 | $2,142,166 |
| IDEXX LABORATORIES INC | $344,905 | $966,761 |
| KINSALE CAPITAL GROUP INC | $584,378 | $593,720 |
| MEDPACE HOLDINGS INC | $377,272 | $938,517 |
| MICROSOFT CORP | $174,383 | $3,213,171 |
| MOTOROLA SOLUTIONS INC | $302,383 | $406,319 |
| NETFLIX INC | $309,878 | $768,832 |
| NVIDIA CORP | $144,355 | $4,037,539 |
| PAYCOM SOFTWARE INC | $454,650 | $555,848 |
| PAYLOCITY HOLDING CORP | $289,961 | $230,123 |
| PRIVIA HEALTH GROUP INC | $649,327 | $642,304 |
| RB GLOBAL INC | $192,406 | $964,715 |
| ROLLINS INC | $77,679 | $807,989 |
| S&P GLOBAL INC | $247,237 | $1,115,207 |
| SALESFORCE INC | $189,936 | $666,778 |
| SAP SESPON ADR | $642,619 | $602,417 |
| SERVICENOW INC | $379,704 | $1,051,649 |
| STARBUCKS CORP | $158,178 | $494,986 |
| SYNOPSYS INC | $413,549 | $340,077 |
| TESLA INC | $393,620 | $1,030,758 |
| TRADE DESK INC (THE) CL A | $412,615 | $189,231 |
| TYLER TECHNOLOGIES INC | $419,114 | $1,054,072 |
| UNITEDHEALTH GROUP INC | $174,311 | $571,420 |
| VEEVA SYSTEMS INC CL A | $283,427 | $1,029,760 |
| VERISK ANALYTICS INC | $385,218 | $807,968 |
| VISA INC CL A | $236,294 | $799,268 |
| WEST PHARMACEUTICAL SERVICES INC | $294,084 | $847,156 |
| WORKIVA INC CL A | $486,300 | $471,788 |
| AMERICAN WATER WORKS COMPANY INC | $602,573 | $575,636 |
| APPLE INC | $531,712 | $7,775,196 |
| BEST BUY COMPANY INC | $212,054 | $234,255 |
| CHEVRON CORP | $447,809 | $632,654 |
| CHUBB LTD | $664,391 | $1,307,783 |
| CISCO SYSTEMS INC | $452,334 | $919,661 |
| CME GROUP INC CL A | $619,987 | $708,643 |
| COCA-COLA COMPANY | $607,422 | $900,651 |
| DELL TECHNOLOGIES INC CL C | $542,446 | $503,142 |
| DOVER CORP | $312,255 | $346,746 |
| EATON CORP PLC | $541,184 | $554,844 |
| FISERV INC | $66,416 | $221,661 |
| GENUINE PARTS CO | $579,831 | $494,545 |
| INTL BUSINESS MACHINES CORP | $472,900 | $1,122,043 |
| JOHNSON & JOHNSON | $492,132 | $853,462 |
| JPMORGAN CHASE & CO | $412,203 | $1,180,292 |
| KINDER MORGAN INC DE | $469,287 | $893,452 |
| L3HARRIS TECHNOLOGIES INC | $554,886 | $735,980 |
| MEDTRONIC PLC | $582,658 | $584,141 |
| MICROSOFT CORP | $151,455 | $2,703,919 |
| MORGAN STANLEY | $535,381 | $1,102,106 |
| NEXTERA ENERGY INC | $609,167 | $787,547 |
| PEPSICO INC | $399,638 | $544,371 |
| PHILLIPS 66 | $405,138 | $599,649 |
| PROCTER & GAMBLE CO | $559,398 | $718,270 |
| QUALCOMM INC | $410,212 | $852,342 |
| STARBUCKS CORP | $361,325 | $521,681 |
| SYSCO CORP | $525,225 | $498,365 |
| TARGET CORP | $183,061 | $233,036 |
| U S BANCORP DE NEW | $298,898 | $498,756 |
| WALMART INC | $536,924 | $1,658,783 |
| APPLE INC | $805,503 | $11,322,425 |
| VANGUARD TREASURY MONEY MARKET INVESTOR CL | $743,077 | $743,077 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR S&P 500 ETF | AT COST | $988,588 | $2,518,331 |
| PEAR TREE POLARIS FOREIGN VALUE INSTL CL | AT COST | $1,256,333 | $1,631,014 |
| VANGUARD FTSE DEVELOPED MKTS ETF | AT COST | $999,893 | $1,419,943 |
| VANGUARD FTSE EMERGING MARKETS ETF | AT COST | $499,972 | $617,165 |
| WCM FOCUSED INTL GROWTH INSTL CL | AT COST | $1,289,310 | $1,571,854 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,066 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,066 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $644,144 | Amt |
| Net Investment Income | $644,144 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,709 | $18,129 | $0 |
| 2024 EXTENSION PAYMENT | $1,859 | $0 | $0 |
| 2025 Q1 ESTIMATE | $18,000 | $0 | $0 |
| 2025 Q3 ESTIMATE | $10,000 | $0 | $0 |
| 2025 Q4 ESTIMATE | $25,000 | $0 | $0 |