OPUS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OPUS FOUNDATION (EIN 41-1983284)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202313129349101031
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T15:01:27-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411983284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Opus Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPUS | BusinessNameControlTxt |
| Phone | 6124402500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South 6th St Ste 2950 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristen Grubb | PersonNm |
| Person Title | Tax Officer | PersonTitleTxt |
| Phone | 6124402510 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kristen | PersonFirstNm |
| Person Last | Grubb | 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 | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
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 | $114,637,157 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,607,848 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70,089 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,089 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $1,762,729 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5,799,228 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,535,846 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,878,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,368,664 | 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 |
| Legal Fees Rev And Expnss | $2,444 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,274 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,097 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $92,024 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $84,846 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $683,786 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,394 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $615,594 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $220,357 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40,932 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $623 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $623 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $22,178 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,178 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,486,129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,944 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,038,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,562,352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750,659 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,364,987 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,425,738 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,403,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,562,352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,176,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,525,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,806,312 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,700 | CashEOYAmt |
| Cash EOYFMV | $5,700 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,558,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,968,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,968,666 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,250 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,250 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,250 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,250 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,000 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $107,781,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $109,657,294 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $109,657,294 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,870 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $623 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,247 | LandEOYAmt |
| Land EOYFMV | $1,247 | LandEOYFMVAmt |
| Other Assets BOY | $2,000,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $116,344,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,637,157 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,637,157 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $215,041 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $267,756 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,717,211 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,656,460 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $366,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $138,084 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,298,752 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,062,300 | 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 | $114,045,459 | RetainedEarningBOYAmt |
| Retained Earning EOY | $112,574,857 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $114,045,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $112,574,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,344,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,637,157 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,045,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,525,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $54,628 | OtherIncreasesAmt |
| Subtotal | $112,574,857 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $112,574,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| Capital Gain Distributions From Partnerships | P | $342,082 | -$342,082 | -$342,082 | |
| Capital Gain Distributions From Partnerships | P | $2,104,811 | $2,104,811 | $2,104,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,762,729 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,008 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,008 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,008 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $115,900 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $154,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $478 | EsPenaltyAmt |
| Overpayment | $114,914 | OverpaymentAmt |
| Applied To ES Tax | $114,914 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Tax Officer | IndividualWithBooksNm |
| Phone | 6124402500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Suite 2950 60 South 6th Street | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| Matt Rauenhorst | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | President/Chair | 1.00 | $0 | $0 | $0 |
| Kristin Ridley | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Vice President/Executive Director | 40.00 | $221,267 | $26,656 | $0 |
| Kate Seng 122 - 922 | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Vice President | 6.00 | $29,397 | $4,410 | $0 |
| Kim Noonan | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Treasurer/Secretary | 1.00 | $0 | $0 | $0 |
| Kristen Grubb | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Tax Officer | 10.00 | $35,535 | $5,812 | $0 |
| Joe Downs | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Beth Duyvejonck | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Margaret Green-Rauenhorst | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Aretha Green-Rupert | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Olivia Jefferson | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Tim Murnane | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Elaine Rasmussen | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Ian Widmer | ||||||||
| Suite 2950 60 South 6th Street | Minneapolis | MN | 55402 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GHR Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South 6th Street Suite 2950 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Management/Philanthropy Services | ServiceTypeTxt |
| Compensation | $671,463 | 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 | $66,926,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,052,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,401,899 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,380,622 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,380,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,685,709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,694,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,534,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,534,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,008 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $91,105 | IncomeTaxAmt |
| Total Tax | $130,113 | TotalTaxAmt |
| Distributable Before Adj | $5,404,633 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,404,633 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,404,633 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,176,397 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,870 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,178,267 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,404,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,097,507 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,178,267 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,097,507 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,080,760 | 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 | $4,323,873 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (164 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Mother's Love Initiative | ||||||||
| 3451 Cedar Ave South | Minneapolis | MN | 55407 | None | PC | General Operations | $5,000 | |
| Academy of Holy Angels | ||||||||
| 6600 Nicollet Ave S | Richfield | MN | 55423 | None | PC | Service Learning Program | $5,000 | |
| ACE Mentor Program of Colorado | ||||||||
| 3530 STUART ST | Denver | CO | 80212 | None | PC | ACE Mentor Program | $5,000 | |
| African American Leadership Forum | ||||||||
| 1625 Hennepin Ave Suite 200 | Minneapolis | MN | 55403 | None | PC | United by Black, Powered by All 2022 | $50,000 | |
| Anawim Housing Inc | ||||||||
| 1750 48th St Suite 100B | Des Moines | IA | 50310 | None | PC | Youth Homelessness Opportunities Program | $5,000 | |
| Aris Foundation | ||||||||
| 475 E Joseph Way | Gilbert | AZ | 85295 | None | PC | Food Distribution Program | $5,000 | |
| Arizona Helping Hands | ||||||||
| 3110 E Thunderbird Rd Suite 100 | Phoenix | AZ | 85032 | None | PC | Technology Integration | $5,000 | |
| Banner Health Foundation | ||||||||
| 2901 N Central Ave Suite 160 | Phoenix | AZ | 85012 | None | PC | Patient Housing Assistance | $5,000 | |
| Big Brothers Big Sisters of the Greater Twin Cities | ||||||||
| 3110 Washington Ave N | Minneapolis | MN | 55411 | None | PC | Strategic Planning | $50,000 | |
| Big Shoulders Fund | ||||||||
| 212 W Van Buren St Suite 900 | Chicago | IL | 60607 | None | PC | Teacher Recruitment Strategy | $50,000 | |
| Boys & Girls Club of Metro Denver | ||||||||
| 2017 W 9th Ave | Denver | CO | 80204 | None | PC | Pack to School | $1,000 | |
| Boys & Girls Clubs of Greater Kansas City | ||||||||
| 4001 Dr Martin Luther King Jr Pkwy | Kansas City | MO | 64130 | None | PC | Teen Services Program Growth | $50,000 | Ste 102 |
| Breck School | ||||||||
| 123 Ottawa Avenue North | Minneapolis | MN | 55422 | None | PC | Affinity Groups | $10,000 | |
| Brent Eley Foundation | ||||||||
| 11980 E 16th Avenue | Aurora | CO | 80010 | None | PC | Food and Meal Support | $5,000 | |
| Building Futures | ||||||||
| 112 Saint George Place | St Louis | MO | 631194647 | None | PC | Capacity Building | $127,700 | |
| By Degrees Foundation | ||||||||
| PO Box 41070 | Des Moines | IA | 50311 | None | PC | College and Career Readiness | $5,000 | |
| Camp Fire Minnesota | ||||||||
| 3300 Tanadoona Drive | Excelsior | MN | 55331 | None | PC | PreK-12 Environmental Education Program | $50,000 | |
| Camp Fire Minnesota | ||||||||
| 3300 Tanadoona Drive | Excelsior | MN | 55331 | None | PC | General Operations | $2,500 | |
| Cardinal Ritter Senior Services | ||||||||
| 7601 Watson Road | St Louis | MO | 63119 | None | PC | 24 hour campaign | $10,000 | |
| Cardinal Ritter Senior Services | ||||||||
| 7601 Watson Road | St Louis | MO | 63119 | None | PC | Relatives Acting as Parents Program (RAPP) | $5,000 | |
| Child Crisis Arizona | ||||||||
| 817 N Country Club Drive | Mesa | AZ | 85201 | None | PC | Fostering Bright Futures Expansion Campaign | $100,000 | |
| Christian Family Care | ||||||||
| 3275 West Ina Road | Tucson | AZ | 85741 | None | PC | Making Sense of Your Worth | $5,000 | |
| Christopher House | ||||||||
| 5235 West Belden Avenue | Chicago | IL | 60639 | None | PC | Early Childhood Education Kindergarten Readiness | $50,000 | |
| Clayton Community Foundation | ||||||||
| 10 N Bemiston Ave | Clayton | MO | 63105 | None | PC | Literary Park on Maryland Avenue | $5,000 | |
| Colorado Coalition for the Homeless | ||||||||
| 2111 Champa Street | Denver | CO | 80205 | None | PC | Capital Funding for Renaissance Children's Center | $50,000 | |
| CommonBond Communities | ||||||||
| 1080 Montreal Avenue | St Paul | MN | 55116 | None | PC | Milwaukee Operations | $2,500 | |
| Community Action Partnership of Scott Carver and Dakota Counties | ||||||||
| 738 1st Avenue East | Shakopee | MN | 55379 | None | PC | Classroom Supplies for Head Start and Early Head Start programs | $5,000 | |
| Community Foundation of Greater Des Moines | ||||||||
| PO Box 71367 | Clive | IA | 50325 | None | PC | Clive Community Foundation Greenbelt Landing Project | $50,000 | |
| Community Pathways of Steele County | ||||||||
| 155 Oakdale St | Owatonna | MN | 55060 | None | PC | The Marketplace Food Shelf | $5,000 | |
| Connectup Institute | ||||||||
| 1908 University Avenue W | St Paul | MN | 55104 | None | PC | General Operations | $15,000 | |
| Construction Careers Foundation | ||||||||
| 10590 Wayzata Blvd Suite 100 | Minnetonka | MN | 55305 | None | PC | Creating a diverse pipeline through program enhancement and community engagement | $225,000 | |
| Construction Education Foundation | ||||||||
| 1114 W 7th Ave Suite 200 | Denver | CO | 80204 | None | PC | Careers in Construction program | $5,000 | |
| Cristo Rey Jesuit High School- Twin Cities | ||||||||
| 2924 4th Avenue S | Minneapolis | MN | 55408 | None | PC | Corporate Work Study Program | $10,000 | |
| CU Real Estate Center Leeds School of Business | ||||||||
| Koelbel Building S350K 995 Regent | Boulder | CO | 80309 | None | PC | 2022 Colorado NAIOP Rocky Mountain Real Estate Challenge | $7,500 | Drive 419 UCB |
| Denver Childrens Advocacy Center | ||||||||
| 2149 Federal Blvd | Denver | CO | 80211 | None | PC | Community Outreach & Education Program | $5,000 | |
| Denver Inner City Parish | ||||||||
| 1212 Mariposa Street | Denver | CO | 80204 | None | PC | Mobile Care Navigation Program | $5,000 | |
| Denver Kids Inc | ||||||||
| 1617 S Acoma Street | Denver | CO | 80223 | None | PC | Educational Counseling & Community Engagement Partnership Program | $50,000 | |
| DinoMights | ||||||||
| 3400 Park Avenue | Minneapolis | MN | 55407 | None | PC | Seasonal Staff Program | $5,000 | |
| Downtown Tempe Authority | ||||||||
| 1 W Rio Salado Parkway Suite A-201 | Tempe | AZ | 85281 | None | PC | Equity and Inclusion Research | $5,000 | |
| Dress for Success Indianapolis | ||||||||
| 820 N Meridian St | Indianapolis | IN | 46204 | None | PC | Employment Initiatives | $35,000 | |
| Dress for Success Twin Cities | ||||||||
| 1430 Concordia Ave 4302 | St Paul | MN | 55104 | None | PC | IDEA Coalition | $2,500 | |
| Dress for Success Twin Cities | ||||||||
| 1430 Concordia Ave 4302 | St Paul | MN | 55104 | None | PC | Launch Success Express | $50,000 | |
| Dunwoody College of Technology | ||||||||
| 818 Dunwoody Blvd | Minneapolis | MN | 55403 | None | PC | Construction Careers Pathways | $5,000 | |
| Earnest & Edna Shepherd Youth Center | ||||||||
| 610 E Shepherd Road | Liberty | MO | 64068 | None | PC | Radical Challenge | $5,000 | |
| Every Third Saturday Inc | ||||||||
| 4303 E 54th Street | Minneapolis | MN | 55417 | None | PC | Veterans Employment Training program | $5,000 | |
| Feed Northland Kids | ||||||||
| 8105 N Cosby Ave | Kansas City | MO | 64151 | None | PC | Community Food Kit program | $5,000 | |
| Forgotten Harvest | ||||||||
| 15000 West Eight Mile Road | Oak Park | MI | 48237 | None | PC | Mobile Pantry Program | $2,500 | |
| Fourth Avenue Foundation Inc | ||||||||
| 434 E 9th Street | Tucson | AZ | 85705 | None | PC | Fourth Avenue Streetscape Improvement | $5,000 | |
| Free Bikes 4 Kidz MN | ||||||||
| 400 S 4th Street 401-110 | Minneapolis | MN | 55415 | None | PC | Distribute Bikes to Those in Need | $5,000 | |
| Freedom for Youth Ministries | ||||||||
| 2301 Hickman Road | Des Moines | IA | 50310 | None | PC | Freedom Construction Services Work Training Scholarships | $50,000 | |
| Gather and Grow Waconia United Food Shelf | ||||||||
| PO BOX 577 | WACONIA | MN | 553870577 | None | PC | Food Distribution | $5,000 | |
| Genesys Works Twin Cities | ||||||||
| 445 Minnesota Street Suite 720 | St Paul | MN | 55101 | None | PC | General Operations | $5,000 | |
| Girl Scouts of Minnesota and Wisconsin River Valleys | ||||||||
| 400 South Robert Street | Saint Paul | MN | 55107 | None | PC | Leadership Experience Expansion and Access | $50,000 | |
| Girl Scouts of Minnesota and Wisconsin River Valleys | ||||||||
| 400 South Robert Street | Saint Paul | MN | 55107 | None | PC | General Operations | $5,000 | |
| Giving the Basics Inc | ||||||||
| 927 S 7th St Trafficway Suite 270 | Kansas City | KS | 66105 | None | PC | School Hygiene Program | $5,000 | D-2 |
| Goodwill of Central and Southern Indiana | ||||||||
| 1635 West Michigan St | Indianapolis | IN | 46222 | None | PC | General Operations | $2,500 | |
| Goodwill of Central and Southern Indiana | ||||||||
| 1635 West Michigan St | Indianapolis | IN | 46222 | None | PC | College & Career Readiness | $50,000 | |
| Goodwill-Easter Seals Minnesota | ||||||||
| 553 Fairview Avenue North | St Paul | MN | 55104 | None | PC | Power of Work Campaign | $50,000 | |
| Great River Greening | ||||||||
| 251 Starkey Street 2200 | St Paul | MN | 55107 | None | PC | Future Stewards Youth Program | $40,000 | |
| Greater Des Moines Habitat for Humanity | ||||||||
| 2200 E Euclid Avenue | Des Moines | IA | 50317 | None | PC | Recognition of volunteer efforts | $5,000 | |
| Greater MSP | ||||||||
| 400 Robert Street Suite 1600 | St Paul | MN | 55101 | None | PC | Minnesota Business Coalition for Racial Equity (MBCRE) | $8,000 | |
| Greater Phoenix Chamber Foundation | ||||||||
| 2575 E Camelback Rd Suite 410 | Phoenix | AZ | 85024 | None | PC | Build Your Future Arizona | $5,000 | |
| Greater Twin Cities United Way | ||||||||
| 404 South 8th Street | Minneapolis | MN | 55404 | None | PC | Giving Campaign | $108,013 | |
| Grimes Volunteer Support Services (GVSS) | ||||||||
| 404 SE 2nd St Suite 100 | Grimes | IA | 50111 | None | PC | Transportation Assistance | $2,000 | |
| Habitat for Humanity Central Arizona | ||||||||
| 2830 W Glendale Ave Suite 33 | Phoenix | AZ | 85051 | None | PC | Recognition of volunteer efforts | $5,000 | |
| Habitat for Humanity of Kansas City | ||||||||
| 1423 Linwood Ave | Kansas City | MO | 64109 | None | PC | Recognition of volunteer efforts | $5,000 | |
| Habitat for Humanity of Metro Denver Inc | ||||||||
| 3245 Eliot Street Ste 600 | Denver | CO | 80211 | None | PC | Recognition of volunteer efforts | $10,000 | |
| Habitat for Humanity Saint Louis | ||||||||
| 3830 S Grand Ave | St Louis | MO | 63118 | None | PC | Recognition of volunteer efforts | $5,000 | |
| Hancock Health Foundation | ||||||||
| 801 North State Street | Greenfield | IN | 46140 | None | PC | Healthy365 Connection Center | $5,000 | |
| Harvesters - The Community Food Network | ||||||||
| 3801 Topping Avenue | Kansas City | MO | 64129 | None | PC | Food Distribution | $5,000 | |
| Hearts & Hammers | ||||||||
| 2603 Fairview Ave N | St Paul | MN | 55113 | None | PC | Home Rehabilitation | $5,000 | |
| Hillcrest Hope | ||||||||
| PO Box 17 | Liberty | MO | 64069 | None | PC | Hope Essentials (Transitional Living Program) | $5,000 | |
| Home Sweet Home | ||||||||
| 290 Hanley Industrial Court | Brentwood | MO | 63144 | None | PC | Furnishing Hope | $5,000 | |
| Homeward Bound | ||||||||
| 2302 West Colter Street | Phoenix | AZ | 85015 | None | PC | Strong Foundations Early Learning Center | $5,000 | |
| Hope Community Inc | ||||||||
| 611 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | General Operations | $7,500 | |
| Indiana University | ||||||||
| 400 E 7th Room 501 | Bloomington | IN | 47405 | None | PC | 2022 Indiana NAIOP University Challenge Winner | $5,000 | |
| Inner City Night Shelter | ||||||||
| 124 Arnold Street | Savannah | GA | 314012909 | None | PC | Evening Meal | $5,000 | |
| InspireMSP | ||||||||
| 2825 Johnson St NE | Minneapolis | MN | 55418 | None | PC | General Operations | $2,500 | |
| InspireMSP | ||||||||
| 2825 Johnson St NE | Minneapolis | MN | 55418 | None | PC | Program Development | $2,500 | |
| International Institute of Minnesota | ||||||||
| 1694 Como Avenue | Saint Paul | MN | 55108 | None | PC | Increase Capacity of Professional Leadership Training Program | $50,000 | |
| Iowa State University Foundation | ||||||||
| 2505 University Blvd | Ames | IA | 50010 | None | PC | WiSE Program | $5,000 | |
| Jesuit Refugee Service USA | ||||||||
| 1627 K Street NW Suite 1100 | Washington | DC | 20006 | None | PC | Assistance for refugees from Myanmar | $15,000 | |
| Junior Achievement North | ||||||||
| PO Box 844 | Owatonna | MN | 55060 | None | PC | Program Support for the Owatonna area | $5,000 | |
| Junior Achievement of Greater St Louis | ||||||||
| 17339 North Outer 40 Road | Chesterfield | MO | 63034 | None | PC | JA Trades Experience | $100,000 | |
| Lake Street Council | ||||||||
| 2925 Chicago Ave Suite 190 | Minneapolis | MN | 55407 | None | PC | Lake Street Small Business Support | $50,000 | |
| Lewy Body Dementia Association | ||||||||
| 912 Killian Hill Road SW | Lilburn | GA | 30047 | None | PC | Research Centers of Excellence and Caregiver Support Development | $10,000 | |
| Loyola Academy of St Louis | ||||||||
| 3851 Washington Boulevard | Saint Louis | MO | 63108 | None | PC | Curriculum Support | $5,000 | |
| Marquette University Center for Real Estate | ||||||||
| PO Box 1881 | Milwaukee | WI | 53201 | None | PC | 2022 Minnesota NAIOP University Challenge Winner | $5,000 | |
| Meals from the Heartland | ||||||||
| 357 Lincoln St | West Des Moines | IA | 50265 | None | PC | Meal Packing program | $5,000 | |
| Mesa Arts Center Foundation | ||||||||
| One East Main Street | Mesa | AZ | 85201 | None | PC | Project Lit: Igniting Literacy Through the Arts | $5,000 | |
| Metro Caring | ||||||||
| 1100 E 18th Ave | Denver | CO | 80218 | None | PC | Food Delivery Program | $5,000 | |
| MicroGrants | ||||||||
| 3817 Pleasant Ave South | Minneapolis | MN | 55409 | None | PC | Education and Small Business Support | $40,000 | |
| MIGIZI | ||||||||
| 1845 East Lake Street | Minneapolis | MN | 55407 | None | PC | Building Renovation and Construction | $100,000 | |
| Mile High United Way Inc | ||||||||
| 711 Park Avenue West | Denver | CO | 80205 | None | PC | Giving Campaign | $1,855 | |
| Mile High Youth Corps | ||||||||
| 1801 Federal Blvd | Denver | CO | 80204 | None | PC | YouthBuild Program | $50,000 | |
| Minnesota American Legion Foundation Fund 84 | ||||||||
| 20 W 12th Street Room 300A | St Paul | MN | 551552000 | None | PC | Legacy Scholarship Fund | $1,000 | |
| Minnesota Brownfields | ||||||||
| 7042 E Fish Lake Road Ste 145 | Maple Grove | MN | 55311 | None | PC | Redevelopment Financial Literacy program | $5,000 | |
| Navigate Adolescence Inc | ||||||||
| PO Box 504 | Downers Grove | IL | 60515 | None | PC | The Navigate Series | $1,000 | |
| New Pathways for Youth Inc | ||||||||
| 901 E Jefferson Street | Phoenix | AZ | 85034 | None | PC | Mentor Recruitment Campaign | $5,000 | |
| NEWSED Community Development Corporation | ||||||||
| 901 W 10th Avenue Suite 2A | Denver | CO | 80204 | None | PC | Small Business Programs | $2,500 | |
| Oak Park Country Club Foundation | ||||||||
| 2001 Thatcher Ave | River Grove | IL | 60171 | None | PC | Scholarship Program | $5,000 | |
| Operation Breakthrough Inc | ||||||||
| 3039 Troost Avenue | Kansas City | MO | 64109 | None | PC | Workforce Development and Entrepreneurship | $50,000 | |
| Our Lady of Peace | ||||||||
| 2076 St Anthony Avenue | St Paul | MN | 55104 | None | PC | General Operations | $15,000 | |
| Our Savior Lutheran Church | ||||||||
| 56 Meadows Drive | Pagosa Springs | CO | 81147 | None | PC | Lutheran Mercy Care | $15,000 | |
| Pathway Financial Education | ||||||||
| 5454 W 110th Street | Overland Park | KS | 66211 | None | PC | Increase Organizational Capacity | $50,000 | |
| People Reaching Out to Other People | ||||||||
| 14700 Martin Drive | Eden Prairie | MN | 55344 | None | PC | General Operations | $2,500 | |
| Peter & Paul Community Services | ||||||||
| 2612 Wyoming Street | St Louis | MO | 63118 | None | PC | Soulard Emergency Shelter | $5,000 | |
| Pillsbury United Communities | ||||||||
| 3650 Fremont Ave No | Minneapolis | MN | 55412 | None | PC | Justice Built Communities | $150,000 | |
| PREP-KC | ||||||||
| 2300 Main Ste 340 | Kansas City | MO | 64108 | None | PC | Career Exploration program | $5,000 | |
| PRISM | ||||||||
| 1220 Zane Ave n | Golden Valley | MN | 55422 | None | PC | Homelessness Prevention Program | $5,000 | |
| Project DIVA | ||||||||
| 2100 Stevens Street | Minneapolis | MN | 55404 | None | PC | General Operations | $2,500 | |
| Project for Pride in Living Inc | ||||||||
| 1035 East Franklin Avenue | Minneapolis | MN | 55404 | None | PC | Race Equity Efforts | $150,000 | |
| Project IOWA | ||||||||
| 4801 Franklin Avenue | Des Moines | IA | 50311 | None | PC | Strategic Planning for Revenue Streams | $5,000 | |
| Rebuilding Together Kansas City Inc | ||||||||
| 2050 Plumbers WaySuite 150 | Liberty | MO | 64068 | None | PC | Children's Safe at Home | $5,000 | |
| Rebuilding Together Metro Chicago | ||||||||
| 4507 N Ravenswood Ave 106 | Chicago | IL | 60640 | None | PC | Recognition of volunteer efforts | $25,000 | |
| Rebuilding Together Minnesota | ||||||||
| 1050 SE 33rd Avenue | Minneapolis | MN | 55414 | None | PC | Recognition of volunteer efforts | $20,000 | |
| Rise CDFI | ||||||||
| 1627 Washington Avenue | St Louis | MO | 63103 | None | PC | Rise CDFI Real Estate Development Loan Fund | $50,000 | |
| Ronald McDonald House Charities of St Louis | ||||||||
| 3450 Park Avenue | St Louis | MO | 63104 | None | PC | Sponsor A Family | $2,500 | |
| Sioux Empire United Way Inc | ||||||||
| 1000 N West Avenue | Sioux Falls | SD | 57104 | None | PC | Giving Campaign | $400 | |
| Society of St Vincent de Paul | ||||||||
| PO Box 13600 | Phoenix | AZ | 850023600 | None | PC | Workforce Development Program Expansion | $50,000 | |
| SSM Health Cardinal Glennon Children's Foundation | ||||||||
| 3800 Park Avenue | St Louis | MO | 63110 | None | PC | Reach Out and Read | $5,000 | |
| St Louis Area Foodbank | ||||||||
| 70 Corporate Woods Drive | Bridgeton | MO | 63044 | None | PC | Food Distribution | $5,000 | |
| St Louis Children's Hospital Foundation | ||||||||
| 1001 Highlands Plaza Drive West | St Louis | MO | 63110 | None | PC | KIDstruction Week | $1,000 | Suite 160 |
| St Mary's Early Childhood Center | ||||||||
| 901 Dr Martin Luther King Jr St | Indianapolis | IN | 46202 | None | PC | 2Generation Program | $50,000 | |
| Starfish Initiative | ||||||||
| 2955 North Meridian St Suite 101 | Indianapolis | IN | 46208 | None | PC | Building Community Award Winner | $69,000 | |
| STEP - St Louis Park Emergency Program Inc | ||||||||
| 6812 West Lake St | St Louis Park | MN | 55426 | None | PC | Capital Campaign Support | $10,000 | |
| Summit Academy OIC | ||||||||
| 935 Olson Memorial Hwy | Minneapolis | MN | 55405 | None | PC | Alumni Network Enhancements | $50,000 | |
| Sun Valley Youth Center | ||||||||
| 1230 Decatur Street | Denver | CO | 80211 | None | PC | Hop Skip and Drive | $5,000 | |
| The Community Foundation | ||||||||
| 1123 Spruce Street | Boulder | CO | 80302 | None | PC | Boulder County Wildfire Fund | $10,000 | |
| The Knothole Foundation Inc | ||||||||
| PO Box 38035 | Charlotte | NC | 28278 | None | PC | General Operations | $5,000 | |
| The Lovelady Center | ||||||||
| 7916 2nd Avenue South | Birmingham | AL | 35206 | None | PC | Preschool Program | $5,000 | |
| The Power of People Leadership Institute | ||||||||
| 600 18th Ave N Suite 1 | Minneapolis | MN | 55411 | None | PC | Boys of Hope | $50,000 | |
| The Salvation Army Midland Division | ||||||||
| 1130 Hampton Ave | St Louis | MO | 63139 | None | PC | Ferguson Community Empowerment Center Spark Academy | $5,000 | |
| Third Way Center | ||||||||
| PO Box 61385 | Denver | CO | 80206 | None | PC | Workforce Development | $1,000 | |
| TLCTransitional Living Communities | ||||||||
| PO Box 1586 | Mesa | AZ | 85210 | None | PC | Exterior Building Enhancements | $5,000 | |
| Together We Rise | ||||||||
| 560 W Lambert Road | Brea | CA | 92821 | None | PC | Teen Duffles ($500) and Family Fellowship Scholarship Programs ($1,000) | $1,500 | |
| Twin Cities Habitat for Humanity | ||||||||
| 1954 University Ave W | St Paul | MN | 55104 | None | PC | Increasing Access to Homeownership for Foundational Black Americans | $150,000 | |
| Twin Cities Habitat for Humanity | ||||||||
| 1954 University Ave W | St Paul | MN | 55104 | None | PC | Recognition of volunteer efforts | $30,000 | |
| US Green Building Council | ||||||||
| 2101 L Street NW Suite 600 | Washington | DC | 20037 | None | PC | USGBC Minnesota Community-Based Programs | $5,000 | |
| Ujamaa Place | ||||||||
| 1821 University Avenue W Ste N187 | St Paul | MN | 55104 | None | PC | General Operations | $7,500 | |
| United Services for Children | ||||||||
| 4140 Old Mill Parkway | Saint Peters | MO | 63376 | None | PC | Classroom Supplies | $5,000 | |
| United Way of Bartholomew County | ||||||||
| 1531 Thirteenth St Suite 1100 | Columbus | IN | 47201 | None | PC | General Operations | $2,500 | |
| United Way of Central Indiana Inc | ||||||||
| 2955 North Meridian Street Suite | Indianapolis | IN | 46208 | None | PC | Giving Campaign | $275 | 300 |
| United Way of Central Iowa | ||||||||
| 1111 9th St Ste 100 | Des Moines | IA | 50314 | None | PC | Giving Campaign | $1,850 | |
| United Way of Greater Kansas City | ||||||||
| 801 W 47th Street Suite 500 | Kansas City | MO | 64112 | None | PC | Giving Campaign | $2,450 | |
| United Way of Greater Milwaukee & Waukesha County Inc | ||||||||
| PO Box 88988 | Milwaukee | WI | 532888988 | None | PC | Giving Campaign | $100 | |
| United Way of Greater St Louis | ||||||||
| 910 N 11th Street | St Louis | MO | 63101 | None | PC | Giving Campaign | $2,920 | |
| United Way of Metropolitan Chicago | ||||||||
| 333 South Wabash Avenue 30th Floor | Chicago | IL | 60604 | None | PC | Giving Campaign | $2,480 | |
| University of Denver - Franklin L Burns School of Real Estate | ||||||||
| 2101 S University Blvd Suite 380 | Denver | CO | 802088934 | None | PC | 2022 Colorado NAIOP Rocky Mountain Real Estate Challenge | $2,500 | |
| University of Minnesota Foundation | ||||||||
| McNamara Alumni Building 200 Oak | Minneapolis | MN | 554552010 | None | PC | 2022 Minnesota NAIOP University Challenge Third Place Winner | $1,000 | Street SE Ste 500 |
| University of St Thomas | ||||||||
| 2115 Summit Avenue | St Paul | MN | 551051079 | None | PC | 2022 NAIOP Minnesota University Challenge Second Place Winner | $2,500 | |
| University of St Thomas | ||||||||
| 2115 Summit Avenue | St Paul | MN | 551051079 | None | PC | Expansion of Career Services | $50,000 | |
| Urban Boatbuilders | ||||||||
| 2288 University Avenue West | Saint Paul | MN | 55114 | None | PC | Bridge to Employment | $39,500 | |
| Urban Dreams | ||||||||
| 601 Forest Ave | Des Moines | IA | 50314 | None | PC | Food Pantry | $5,000 | |
| Urban Peak Denver | ||||||||
| 2100 Stout St | Denver | CO | 80205 | None | PC | Youth Homeless Services | $5,000 | |
| Valley of the Sun United Way | ||||||||
| 3200 East Camelback Road Suite 375 | Phoenix | AZ | 85018 | None | PC | Giving Campaign | $1,695 | |
| Variety - the Children's Charity | ||||||||
| 505 Fifth Avenue Suite 310 | Des Moines | IA | 50309 | None | PC | Mobility Program | $5,000 | |
| Walker West Music Academy | ||||||||
| 760 Selby Avenue | St Paul | MN | 55104 | None | PC | General Operations | $2,500 | |
| Wheeler Mission | ||||||||
| 205 East New York Street | Indianapolis | IN | 46204 | None | PC | Shelter Diversion | $5,000 | |
| Wichita Falls Area Food Bank | ||||||||
| 1230 Midwestern Parkway | Wichita Falls | TX | 76308 | None | PC | Good Buy Hunger Program | $5,000 | |
| William Ferris Chorale | ||||||||
| 708 W Belmont Ave | Chicago | IL | 60657 | None | PC | General Operations | $2,500 | |
| Women's Advocates | ||||||||
| 588 Grand Ave | St Paul | MN | 55102 | None | PC | Community Based Outreach | $5,000 | |
| YMCA of Metropolitan Chicago | ||||||||
| 1030 W Van Buren St | Chicago | IL | 60607 | None | PC | Mental Health Support for Early Education & Care | $80,000 | |
| Youth Frontiers Inc | ||||||||
| 5215 Edina Industrial Blvd Suite | Minneapolis | MN | 55439 | None | PC | Youth Frontiers Leadership Conference | $2,500 | 400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,425,738 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Boys & Girls Clubs of Greater Kansas City | ||||||||
| 4001 Dr Martin Luther King Jr Pkwy | Ste 102 | Kansas City | MO | 64130 | None | PC | Teen Services Program Growth | $100,000 |
| Denver Kids Inc | ||||||||
| 1617 S Acoma Street | Denver | CO | 80223 | None | PC | Educational Counseling & Community Engagement Partnership Program | $50,000 | |
| International Institute of Minnesota | ||||||||
| 1694 Como Avenue | Saint Paul | MN | 55108 | None | PC | Increase Capacity of Professional Leadership Training Program | $100,000 | |
| Rise CDFI | ||||||||
| 1627 Washington Avenue | St Louis | MO | 63103 | None | PC | Rise CDFI Real Estate Development Loan Fund | $50,000 | |
| Society of St Vincent de Paul | ||||||||
| PO Box 13600 | Phoenix | AZ | 850023600 | None | PC | Workforce Development Program Expansion | $100,000 | |
| The Power of People Leadership Institute | ||||||||
| 600 18th Ave N Suite 1 | Minneapolis | MN | 55411 | None | PC | Boys of Hope | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,089 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Other Investment Income | 525990 | $1,112,580 | 18 | -$7,185,508 |
| Deferred Tax | 01 | $273,700 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,112,580 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$6,841,719 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,729,139 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Encore One LLC | ||||||
| 1 | 10350 Bren Road West | Minnetonka | MN | 55343 | $3,596,000 | Yes (X) |
| Opus Investments LLC | ||||||
| 2 | 10350 Bren Road West | Minnetonka | MN | 55343 | $584,200 | Yes (X) |
| Opus Holding LLC | ||||||
| 3 | 10350 Bren Road West | Minnetonka | MN | 55343 | $4,427,648 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Accounting Fees | $61,500 | $0 | $54,322 |
| Audit Fees | $30,524 | $0 | $30,524 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part VII, Line 1: | FormAndLineReferenceDesc |
| Medium Explanation | Compensation reported on Form 990-PF, Part VII, for Kristen Ridley, Kate Seng, and Kristen Grubb represents compensation paid by GHR Foundation, an unrelated organization, for services provided to Opus Foundation. Opus Foundation has an agreement with GHR Foundation for management and philanthropy services. The total amount paid to GHR Foundation during 2022 was $671,463. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Carlyle Europe Parts II, L.P. | FMV | $21,839 | $21,839 |
| Siguler Guff Small Business Opp Fd II | FMV | $2,111,065 | $2,111,065 |
| Apis & Heritage Legacy Fund I | FMV | $172,712 | $172,712 |
| Siguler Guff Small Buyout Fund V (T), LP | FMV | $406,606 | $406,606 |
| Commonfund Capital Secondary Partners IV, LP | FMV | $6,445 | $6,445 |
| Adler Asian Private Equity, LLC | FMV | $133,527 | $133,527 |
| Adler Bond Fund, LLC | FMV | $27,342,893 | $27,342,893 |
| Adler CPV, LLC | FMV | $135,322 | $135,322 |
| Adler Energy Infrastr III, LLC | FMV | $5,191 | $5,191 |
| Adler Energy Infrastr IV, LLC | FMV | $10,631 | $10,631 |
| Adler Equity Fund, LLC | FMV | $35,813,759 | $35,813,759 |
| Adler Health Care, LLC | FMV | $17,362 | $17,362 |
| Adler New Euro Priv Eqty, LLC | FMV | $58,375 | $58,375 |
| Adler Opportunistic Debt, LLC | FMV | $1,957 | $1,957 |
| Alder Energy Finance, LLC | FMV | $136,843 | $136,843 |
| Adler Opportunistic Debt II | FMV | $1,823,883 | $1,823,883 |
| Adler CPVI | FMV | $552,098 | $552,098 |
| Adler Energy Infrastr V, LLC | FMV | $358,043 | $358,043 |
| Adler Health Partners III, LLC | FMV | $2,632,918 | $2,632,918 |
| Adler Small Buyout Fund | FMV | $843,459 | $843,459 |
| Adler Trans Recovery Fd, LLC | FMV | $1,219,674 | $1,219,674 |
| Adler Co-invest Opp Fd, LLC | FMV | $786,656 | $786,656 |
| Adler NGP XI, LLC | FMV | $1,480,734 | $1,480,734 |
| Adler Energy Finance II, LLC | FMV | $101,885 | $101,885 |
| Adler Opportunistic Debt III | FMV | $996,026 | $996,026 |
| Adler SG Small Buyout Fund III | FMV | $1,311,744 | $1,311,744 |
| Adler Cinven VI, LLC | FMV | $708,476 | $708,476 |
| Adler MPE Fund II, LLC | FMV | $1,134,207 | $1,134,207 |
| Adler Southfield II, LLC | FMV | $2,779,230 | $2,779,230 |
| Adler Health Partners IV, LLC | FMV | $1,773,991 | $1,773,991 |
| Adler Frontenac XI, LLC | FMV | $4,605,939 | $4,605,939 |
| Adler 2018 Alternative Investments, LLC | FMV | $4,453,086 | $4,453,086 |
| Adler 2019 Alternative Investments, LLC | FMV | $7,372,030 | $7,372,030 |
| Adler Panco Fund IV, LLC | FMV | $2,532,664 | $2,532,664 |
| Adler 2020 Alternative Investments, LLC | FMV | $4,577,623 | $4,577,623 |
| Adler 2022 Alternative Investments, LLC | FMV | $1,238,401 | $1,238,401 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Computer | CategoryOrItemTxt |
| Cost Or Other Basis | $1,870 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $623 | AccumulatedDepreciationAmt |
| Book Value | $1,247 | BookValueAmt |
| EOYFMV | $1,247 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $2,444 | LegalFeesAmt |
| Net Investment Income | $1,274 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,097 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Related Investments | Desc |
| BOY Book Value | $2,000,000 | BOYBookValueAmt |
| EOY Book Value | $2,000,000 | EOYBookValueAmt |
| EOYFMV | $2,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues & Subscriptions | $5,905 | $0 | $5,905 |
| Bank Fees | $621 | $621 | $0 |
| Miscellaneous | $79 | $0 | $104 |
| Pass-through portfolio deductions | $0 | $1,485,508 | $0 |
| Professional Development | $3,910 | $0 | $3,910 |
| Insurance | $6,875 | $0 | $6,875 |
| Communications | $150 | $0 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Allocated Partnership Income | -$6,072,928 | $0 | -$6,072,928 |
| Allocated Partnership Income | $2,535,846 | ||
| Other Investment Income | $0 | $0 | $0 |
| Deferred Tax | $273,700 | $273,700 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/(Loss) | Desc |
| Amt | $54,628 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Tax Accrual | $366,500 | $92,800 |
| Grain Spectrum Holding IV, LP | $0 | $45,284 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $33,394 | $33,394 | $0 |
| Consulting Fees | $33,929 | $0 | $24,179 |
| Program Fees | $495,215 | $0 | $483,897 |
| Grants Management Fee | $121,248 | $0 | $107,518 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $0 | $40,932 | $0 |
| Taxes | $220,357 | $0 | $0 |