WILLIAM BOSS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM BOSS FOUNDATION (EIN 41-6038452)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-06
- IRS object ID
- 202302799349100220
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- 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 | 2023-10-06T12:52:51-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411360831 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLSEN THIELEN & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2675 LONG LAKE ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416038452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BOSS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6516530599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5858 CENTERVILLE ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551276804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL MCKEOWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6516530599 | PhoneNum |
| Signature | 2023-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | MCKEOWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL BREZA CPA | PreparerPersonNm |
| PTIN | P00092677 | PTIN |
| Phone | 6514834521 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,265,138 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $201,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $201,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $272,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,000,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $272,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $573,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $473,789 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,410 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,103 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,103 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,920 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,015 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $375 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $375 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $424,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $424,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $495,952 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $426,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $414,671 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,883 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,875 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,875 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,766,773 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,045,467 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,749,824 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,708,837 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,508,237 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,427,439 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,566,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,641,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,265,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,713,525 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,710,774 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,852,968 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,930,805 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,566,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,641,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,566,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,641,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,566,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,644,330 | SubtotalAmt |
| Other Decreases | $2,751 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,641,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,000,753 | GrossSalesPriceAmt |
| Cost Or Other Basis | $728,083 | CostOrOtherBasisAmt |
| Gain Or Loss | $272,670 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $272,670 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $272,670 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $272,670 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,764 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,764 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,764 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,760 | 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 | $8,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,996 | OverpaymentAmt |
| Applied To ES Tax | $2,996 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | DANIEL MCKEOWN | IndividualWithBooksNm |
| Phone | 6516530599 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5858 CENTERVILLE ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551276804 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HEIDI MCKEOWN | ||||||||
| 5858 CENTERVILLE ROAD | ST PAUL | MN | 551276804 | CHAIR | 0.00 | $0 | $0 | $0 |
| DAN MCKEOWN | ||||||||
| 5858 CENTERVILLE ROAD | ST PAUL | MN | 551276804 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| DESMOND MCKEOWN | ||||||||
| 5858 CENTERVILLE ROAD | ST PAUL | MN | 551276804 | TREASURER | 0.00 | $0 | $0 | $0 |
| ISABELLA MCKEOWN | ||||||||
| 5858 CENTERVILLE ROAD | ST PAUL | MN | 551276804 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,850,158 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,990,231 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,990,231 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,855,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $442,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $442,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,764 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,764 | TotalTaxAmt |
| Distributable Before Adj | $437,005 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $437,005 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $437,005 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $426,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $426,810 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $437,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,769 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $426,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,769 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $414,041 | 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 | $22,964 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAN MCKEOWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5858 CENTERVILLE ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6516530599 | RecipientPhoneNum |
| Form And Info And Materials | THE BOSS FOUNDATION ENCOURAGES USE OF THE MINNESOTA COMMON GRANT APPLICATION FORM DEVELOPED BY THE MINNESOTA COUNCIL ON FOUNDATIONS. ORGANIZATIONS NOT IN MINNESOTA MAY ALSO USE THIS FORM. THE FORM AND OTHER USEFUL INFORMATION IS AVAILABLE ONLINE AT THE MINNESOTA COUNCIL ON FOUNDATIONS' WEBSITE, WWW.MCF.ORG. IF YOU USE THE COMMON GRANT APPLICATION FORM, BE SURE TO INCLUDE THE INFORMATION LISTED BELOW. IF YOU DO NOT USE THE COMMON GRANT APPLICATION FORM, YOUR PROPOSAL MUST BE IN THE FORM SET FORTH BELOW: THE PROPOSAL SHALL CONSIST OF FIVE PAGES. PAGE 1: A ONE-PAGE LETTER ADDRESSED TO THE PRESIDENT FROM YOUR PRESIDENT OR OTHER PERSON AUTHORIZED BY YOUR ORGANIZATION TO SOLICIT CONTRIBUTIONS. IN THIS LETTER, STATE: (A) THE DOLLAR AMOUNT OF YOUR REQUEST (B) THE PURPOSE FOR WHICH THE FUNDS WILL BE USED AND (C) ANY SPECIAL TIME CONSTRAINTS ON THE RECEIPT OF CONTRIBUTIONS. PAGE 2: EVIDENCE FROM THE IRS OF YOUR CURRENT 501(C)(3) STATUS. PAGE 3-5: ANY ADDITIONAL SUPPORTING DOCUMENTATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS MAY BE SUBMITTED AT ANY TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BOSS FOUNDATION IS A PRIVATE FOUNDATION, WHICH DISTRIBUTES THE INCOME FROM ITS INVESTMENTS EACH FISCAL YEAR. THE GRANTS ARE DISTRIBUTED TO QUALIFIED 501(C)(3) ORGANIZATIONS FURTHERING OR ENGAGED IN THE PERFORMING AND FINE ARTS. THE FISCAL YEAR OF THE FOUNDATION ENDS ON JUNE 30TH OF EACH YEAR. IF YOU HAVE ANY QUESTIONS REGARDING THESE GUIDELINES OR THE PREPARATION OF YOUR PROPOSAL, PLEASE CONTACT DANIEL W. MCKEOWN AT 5858 CENTERVILLE ROAD, ST. PAUL, MINNESOTA 55127-6804. A COPY OF OUR LATEST ANNUAL REPORT IS AVAILABLE FOR INSPECTION IN OUR OFFICE DURING NORMAL BUSINESS HOURS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BACH SOCIETY OF MINNESOTA | ||||||||
| 1043 GRAND AVENUE 229 | ST PAUL | MN | 55105 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $6,000 | |
| BIG BROTHERS & BIG SISTERS OF TWIN CITIES | ||||||||
| 2550 UNIVERSITY AVE NO 410N | ST PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| BOLDER OPTIONS | ||||||||
| 2100 STEVENS AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| BREANNA'S GIFT | ||||||||
| 4046 23RD AVENUE SOUTH | MINNEAPOLIS | MN | 55407 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| CANTUS | ||||||||
| 1201 S MARQUETTE AVE STE 100 | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $8,500 | |
| CHILDREN'S HOME SOCIETY OF MINNESOTA | ||||||||
| 1605 EUSTIS STREET | ST PAUL | MN | 55108 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $7,500 | |
| CHILDREN'S THEATRE COMPANY | ||||||||
| 2400 3RD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 | |
| CIRCUS JUVENTAS | ||||||||
| 1270 MONTREAL AVENUE | ST PAUL | MN | 55116 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| COMMUNITY OF SAINTS | ||||||||
| 335 HURLEY ST E | WEST ST PAUL | MN | 55118 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| COMO FRIENDS | ||||||||
| 1225 ESTABROOK DRIVE | ST PAUL | MN | 55103 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| COMPAS INC | ||||||||
| 304 LANDMARK CENTER | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $18,000 | |
| DODGE NATURE CENTER | ||||||||
| 365 MARIE AVENUE WEST | WEST ST PAUL | MN | 55118 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $7,500 | |
| EAST SIDE ARTS COUNCIL | ||||||||
| 977 PAYNE AVENUE | ST PAUL | MN | 55130 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| FAMILY MEANS | ||||||||
| 1875 NORTHWESTERN AVE S | STILLWATER | MN | 55082 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 | |
| FRIENDS OF THE ST PAUL PUBLIC LIBRARY | ||||||||
| 1080 MONTREAL AVE STE 2 | ST PAUL | MN | 55116 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $7,000 | |
| GREATER TWIN CITIES YOUTH SYMPHONIES | ||||||||
| 408 SAINT PETER STREET SUITE 300 | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $7,500 | |
| GUTHRIE THEATRE FOUNDATION | ||||||||
| 818 SOUTH 2ND STREET | MINNEAPOLIS | MN | 55415 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $8,000 | |
| ILLUSION THEATER AND SCHOOL INC | ||||||||
| 3754 PLEASANT AVE SOUTH SUITE 321W | MINNEAPOLIS | MN | 55409 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| KEYSTONE COMMUNITY SERVICES | ||||||||
| 2000 SAINT ANTHONY AVE | ST PAUL | MN | 551045199 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 | |
| LANDMARK CENTER | ||||||||
| 404 LANDMARK CENTER 75 W 5TH ST | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| MACPHAIL CENTER FOR MUSIC | ||||||||
| 501 SOUTH 2ND STREET | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 | |
| MERRICK INC | ||||||||
| 3210 LABORE ROAD | VADNAIS HEIGHTS | MN | 55110 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| MIDWAY CONTEMPORARY ART | ||||||||
| 527 SECOND AVENUE SOUTHEAST | MINNEAPOLIS | MN | 55414 | NONE | 501(C)(3) | MIDWAY INITIATIVE GALLERY | $5,000 | |
| MINNEAPOLIS INSTITUTE OF ARTS | ||||||||
| 2400 3RD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| MINNESOTA BOYS CHOIR | ||||||||
| 75 5TH STREET WEST | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $4,000 | |
| MINNESOTA CENTER FOR BOOK ARTS | ||||||||
| 1011 WASHINGTON AVE S STE 100 | MINNEAPOLIS | MN | 55415 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| MINNESOTA CHILDREN'S MUSEUM | ||||||||
| 10 7TH STREET WEST | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $7,000 | |
| MINNESOTA CHORALE | ||||||||
| 1200 MARQUETTE AVE STE 100 | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| MINNESOTA FRINGE FESTIVAL | ||||||||
| 79 13TH AVE NE SUITE 112 | MINNEAPOLIS | MN | 55413 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $3,000 | |
| MINNESOTA LANDSCAPE ARBORETUM FOUNDATION | ||||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 55318 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $6,000 | |
| MINNESOTA MUSEUM OF AMERICAN ART | ||||||||
| 141 EAST 4TH STREET SUITE 101 | ST PAUL | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 | |
| MINNESOTA OPERA COMPANY | ||||||||
| 620 NORTH FIRST STREET | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $8,000 | |
| MINNESOTA ORCHESTRA | ||||||||
| 1111 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $6,000 | |
| MINNESOTA PRIVATE COLLEGE FUND | ||||||||
| 445 MINNESOTA ST STE 500 | ST PAUL | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| MINNESOTA PUBLIC RADIO | ||||||||
| 45 7TH STREET EAST | ST PAUL | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $7,000 | |
| NEIGHBORHOOD HOUSE | ||||||||
| 179 ROBIE STREET EAST | ST PAUL | MN | 55107 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 | |
| NORTHERN CLAY CENTER | ||||||||
| 2424 FRANKLIN AVENUE EAST | MINNEAPOLIS | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $6,000 | |
| ONE VOICE MIXED CHORUS | ||||||||
| 732 HOLLY AVE SUITE Q | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $7,500 | |
| ORDWAY CENTER FOR THE PERFORMING ARTS | ||||||||
| 345 WASHINGTON STREET | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $12,500 | |
| PARK SQUARE THEATRE COMPANY | ||||||||
| 408 SAINT PETER STREET SUITE 110 | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $15,000 | |
| PLAYWRIGHTS CENTER INC | ||||||||
| 2301 FRANKLIN AVENUE EAST | MINNEAPOLIS | MN | 55406 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| PUBLIC ART SAINT PAUL | ||||||||
| 381 WABASHA ST N | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| RAMSEY COUNTY HISTORICAL SOCIETY | ||||||||
| 323 LANDMARK CENTER | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| SAINT PAUL CHAMBER ORCHESTRA SOCIETY | ||||||||
| 408 ST PETER STREET 3RD FLOOR HAMM | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $12,500 | |
| ST DAVID'S CENTER FOR CHILD & FAMILY DEVELOPMENT | ||||||||
| 3395 PLYMOUTH ROAD | MINNETONKA | MN | 55305 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $7,500 | |
| ST PAUL CONSERVATORY OF MUSIC | ||||||||
| 26 EXCHANGE STREET EAST | ST PAUL | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 | |
| TEXTILE CENTER OF MINNESOTA | ||||||||
| 3000 UNIVERSITY AVENUE SOUTHEAST | MINNEAPOLIS | MN | 55414 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 | |
| THE ARTS PARTNERSHIP | ||||||||
| 345 WASHINGTON STREET | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 | |
| THE CENTER FOR IRISH MUSIC | ||||||||
| 836 PRIOR AVENUE NORTH | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| THE COWLES CENTER FOR DANCE | ||||||||
| 528 HENNEPIN AVENUE NO 200 | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 | |
| THE HISTORY THEATRE INC | ||||||||
| 30 EAST TENTH STREET | ST PAUL | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $8,000 | |
| THE JUNGLE THEATER | ||||||||
| 2951 LYNDALE AVENUE SOUTH | MINNEAPOLIS | MN | 55408 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| THE LOFT LITERARY CENTER | ||||||||
| 1011 WASHINGTON AVE S STE 200 | MINNEAPOLIS | MN | 55415 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $8,500 | |
| THE SCHUBERT CLUB | ||||||||
| 75 W 5TH STREET | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $7,500 | |
| TWIN CITIES GAY MEN'S CHORUS | ||||||||
| 1430 W 28TH ST | MINNEAPOLIS | MN | 55408 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| TWIN CITIES PUBLIC TELEVISION | ||||||||
| 172 EAST 4TH STREET | ST PAUL | MN | 55101 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $8,000 | |
| WALKER ART CENTER INC | ||||||||
| 725 VINELAND PLACE | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| WALKER WEST MUSIC ACADEMY | ||||||||
| 760 SHELBY AVENUE | ST PAUL | MN | 55104 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| WOMENVENTURE | ||||||||
| 165 WESTERN AVENUE N STE 8 OFFICE | ST PAUL | MN | 55102 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $424,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,015 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $272,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $473,789 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $473,789 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECIALTY MFG CO | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5858 CENTERVILLE ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - OLSEN THIELEN | CategoryTxt |
| Amt | $2,410 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,410 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EBAY INC | $100,113 | $97,779 |
| ELEVANCE HEALTH INC | $100,261 | $97,418 |
| LABORATORY CORP AMER HLDGS | $100,087 | $96,618 |
| HUNTINGTON BANCSHARES INC | $100,643 | $95,840 |
| BIOGEN INC | $100,582 | $96,730 |
| MORGAN STANLEY | $100,055 | $96,504 |
| GILEAD SCIENCES INC | $100,000 | $96,165 |
| OLD REP INTL CORP | $100,437 | $94,047 |
| COMCAST CORP NEW | $100,980 | $91,792 |
| GATX CORP | $98,642 | $93,869 |
| NUCOR CORP | $100,546 | $96,961 |
| KEURIG DR PEPPER INC | $101,772 | $97,804 |
| AT&T INC | $99,980 | $95,968 |
| CABOT CORP | $102,646 | $92,042 |
| QUEST DIAGNOSTICS INC | $101,493 | $87,902 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MEDTRONIC PLC | $230,787 | $268,705 |
| NVENT ELECTRIC PLC | $14,365 | $155,010 |
| ROCHE HOLDING LTD | $137,076 | $171,959 |
| ABBOTT LABORATORIES | $109,323 | $272,550 |
| ALPHABET INC | $186,412 | $399,201 |
| AMERICAN EXPRESS COMPANY | $60,051 | $126,295 |
| AUTOMATIC DATA PROCESSING INC | $36,935 | $38,463 |
| CHARLES SCHWAB CORP NEW | $53,195 | $102,024 |
| CINTAS CORP | $23,640 | $49,708 |
| ECOLAB INC | $236,840 | $345,377 |
| ELI LILLY & CO | $61,919 | $363,460 |
| FISERV INC | $167,613 | $211,301 |
| HOME DEPOT INC | $65,260 | $124,256 |
| HONEYWELL INTL INC | $35,839 | $300,875 |
| JOHNSON & JOHNSON | $105,580 | $244,142 |
| JPMORGAN CHASE & CO | $11,446 | $90,900 |
| MICROSOFT CORP | $155,426 | $221,351 |
| MOTOROLA SOLUTIONS INC | $103,255 | $190,632 |
| NVIDIA CORP | $41,199 | $105,755 |
| PROCTER & GAMBLE CO | $55,365 | $60,696 |
| QUALCOMM INC | $97,255 | $89,280 |
| SALESFORCE INC | $87,456 | $95,067 |
| TARGET CORP | $47,727 | $68,984 |
| TEXAS INSTRUMENTS INCORPORATED | $37,464 | $39,604 |
| UNITED PARCEL SVC INC | $55,612 | $156,844 |
| UNITEDHEALTH GROUP INC | $248,125 | $336,448 |
| US BANCORP DEL | $162,072 | $231,280 |
| VISA INC | $26,432 | $47,496 |
| WALT DISNEY CO | $137,150 | $120,528 |
| WELLS FARGO & CO | $98,863 | $156,849 |
| 3M COMPANY | $28,208 | $36,633 |
| ALLIANT ENERGY CORPORATION | $57,264 | $52,480 |
| BAXTER INTERNATIONAL INC | $4,626 | $19,363 |
| BIO TECHNE CORP | $87,719 | $87,752 |
| C H ROBINSON WORLDWIDE INC | $93,736 | $103,785 |
| ENTEGRIS INC | $77,773 | $85,886 |
| FASTENAL CO | $48,267 | $117,980 |
| GRACO INC | $16,010 | $492,195 |
| HORMEL FOODS CORP | $27,865 | $209,144 |
| NORTHERN TRUST CORP | $44,798 | $33,363 |
| PRINCIPAL FINANCIAL GROUP INC | $44,609 | $83,424 |
| ROCKWELL AUTOMATION INC | $29,819 | $49,418 |
| SYSCO CORP | $107,476 | $115,381 |
| TORO CO | $18,112 | $216,006 |
| CULLEN FROST BANKERS INC | $29,065 | $32,259 |
| DIGI INTERNATIONAL INC | $27,610 | $88,628 |
| DONALDSON CO INC | $61,642 | $181,279 |
| GENERAC HOLDINGS INC | $22,854 | $29,826 |
| H B FULLER & CO | $20,866 | $162,685 |
| JAMF HOLDING CORP | $20,422 | $13,664 |
| LITTELFUSE INC | $139,609 | $203,917 |
| NEOGEN CORPORATION | $638 | $1,305 |
| POLARIS INC | $42,270 | $42,326 |
| SLEEP NUMBER CORPORATION | $23,433 | $8,184 |
| TENNANT CO | $64,885 | $75,027 |
| WORKIVA INC | $16,209 | $22,874 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR BASIS ADJUSTMENT | Desc |
| Amt | $2,751 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $119 | $0 | $0 | $0 |
| MN STATE FILING FEE | $25 | $0 | $0 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $20,248 | $20,248 | $0 | $0 |
| MAIRS & POWERS | $36,855 | $36,855 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $2,015 | $2,015 | $0 | $0 |
| FEDERAL EXCISE TAX | $9,905 | $0 | $0 | $0 |