LULU FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LULU FOUNDATION (EIN 82-3555198)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-03
- IRS object ID
- 202221239349100922
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-03T10:11:18-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411736907 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLIDAY COMPANIES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4567 AMERICAN BLVD WEST | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823555198 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LULU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LULU | BusinessNameControlTxt |
| Phone | 9528308809 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1224 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55440 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A ERICKSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9528308809 | PhoneNum |
| Signature | 2022-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | ERICKSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY F NORTON | PreparerPersonNm |
| PTIN | P01473602 | PTIN |
| Phone | 9528308821 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $528,406 | 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 | $786,317 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$42,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $743,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $745,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,299 | 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 |
| Taxes Rev And Expnss | $19 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,490 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,490 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,648 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $309,648 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $435,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,533 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,532 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,532 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $443,583 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $447,874 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $88,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $524,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $528,406 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $88,533 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $524,115 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $88,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $524,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $524,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $88,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $435,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $524,115 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $524,115 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ANAPLAN INC | 2021-07-20 | 2021-12-07 | $59,581 | $69,672 | -$10,091 | -$10,091 |
| LIVE NATION ENTERTAINMENT INC | 2021-07-20 | 2021-12-07 | $111,649 | $78,167 | $33,482 | $33,482 |
| PELOTON INTERACTIVE INC-A | 2021-07-20 | 2021-12-07 | $33,683 | $95,524 | -$61,841 | -$61,841 |
| SQUARE INC - A | 2021-07-20 | 2021-12-07 | $76,740 | $96,370 | -$19,630 | -$19,630 |
| TESLA INC | 2021-07-20 | 2021-12-07 | $180,015 | $113,931 | $66,084 | $66,084 |
| UBER TECHNOLOGIES INC | 2021-07-20 | 2021-12-07 | $86,624 | $102,714 | -$16,090 | -$16,090 |
| THE WALT DISNEY CO | 2021-07-20 | 2021-12-07 | $129,987 | $150,700 | -$20,713 | -$20,713 |
| WYNN RESORTS LTD | 2021-07-20 | 2021-12-07 | $65,671 | $79,239 | -$13,568 | -$13,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$42,367 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $18 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | RICHARD A ERICKSON | IndividualWithBooksNm |
| Phone | 9528308809 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4567 AMERICAN BOULEVARD WEST | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD A ERICKSON | ||||||||
| 4567 AMERICAN BOULEVARD WEST | BLOOMINGTON | MN | 55437 | PRESIDENT AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| TYLER C ERICKSON | ||||||||
| 4567 AMERICAN BOULEVARD WEST | BLOOMINGTON | MN | 55437 | VICE PRESIDENT,SECRETARY A | 1.00 | $0 | $0 | $0 |
| LUCAS C ERICKSON | ||||||||
| 4567 AMERICAN BOULEVARD WEST | BLOOMINGTON | MN | 55437 | VICE PRESIDENT,TREASURER A | 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 |
| 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 | $352,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,507 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $430,269 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $430,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,454 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $423,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,191 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,191 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18 | TotalTaxAmt |
| Distributable Before Adj | $21,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,173 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $309,648 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $309,648 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $114,212 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $225,036 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $562,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $901,816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $309,648 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,173 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $288,475 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,190,291 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,190,291 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $114,212 | ExcessFromYear3Amt |
| Excess From Year2 | $225,036 | ExcessFromYear2Amt |
| Excess From Year1 | $562,568 | ExcessFromYear1Amt |
| Excess From Current Year | $288,475 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD A ERICKSON | ContributingManagerNm |
| Contributing Manager | TYLER C ERICKSON | ContributingManagerNm |
| Contributing Manager | LUCAS C ERICKSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AEON | ||||||
| 901 N 3RD ST STE 150 | MINNEAPOLIS | MN | 55401 | NONE | TO HELP PROVIDE HOMES TO THOSE WHO NEED THEM. | $10,000 |
| AMERICAN CIVIL LIBERTIES UNION OF MN | ||||||
| PO BOX 14720 | MINNEAPOLIS | MN | 55414 | NONE | TO SUPPORT THE CONSTITUTION DEFENSE FUND | $25,000 |
| CENTER FOR VICTIMS OF TORTURE | ||||||
| 2356 UNIVERSITY AVE W STE 430 | SAINT PAUL | MN | 551141860 | NONE | TO SUPPORT YOUR MISSION OF HELPING SURVIVORS FIND PEACE AND DIGNITY. | $10,000 |
| COMUNIDADES LATINAS UNIDAS EN SERVICIO (CLUES) | ||||||
| 797 EAST SEVENTH STREET | SAINT PAUL | MN | 55106 | NONE | TO SUPPORT THE MINNESOTA LATINO POPULATION CREATE RICH, HEALTHY LIVES. | $5,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||
| PO BOX 4184 | NEW YORK | NY | 101634184 | NONE | TO SUPPORT YOUR MISSION OF EDUCATING THE PUBLIC ABOUT GUN VIOLENCE. | $20,000 |
| GLOBAL RIGHTS FOR WOMEN | ||||||
| 120 S 6TH ST STE 400 | MINNEAPOLIS | MN | 55402 | NONE | TO SUPPORT YOUR MISSION OF CHANGING THE WORLD FOR WOMEN AND GIRLS | $10,000 |
| LAKE STREET COUNCIL | ||||||
| 919 E LAKE STREET | MINNEAPOLIS | MN | 55407 | NONE | TO ENGAGE, SERVE, AND ADVOCATE FOR THE LAKE STREET BUSINESS COMMUNITY IN MINNEAPOLIS. | $5,000 |
| NAACP LEGAL DEFENSE FUND | ||||||
| 700 14TH STREET NW STE 6000 | WASHINGTON | DC | 20005 | NONE | TO SUPPORT THE MISSION OF ACHIEVING RACIAL JUSTICE AND EQUALITY. | $10,000 |
| NEIGHBORHOOD DEVELOPMENT CENTER | ||||||
| 663 UNIVERSITY AVE STE 200 | SAINT PAUL | MN | 55104 | NONE | TO SUPPORT YOUR MISSION OF REVITALIZING NEIGHBORHOODS IN THE TWIN CITIES. | $10,000 |
| NONVIOLENT PIECEFORCE | ||||||
| 2610 UNIVERSITY AVE W STE 550 | SAINT PAUL | MN | 55114 | NONE | TO SUPPORT EFFICIENT, SAFE, AND EFFECTIVE WORK OF YOUR PROTECTION AND ADVOCACY STAFF | $10,000 |
| PAGE EDUCATION FOUNDATION | ||||||
| PO BOX 581254 | MINNEAPOLIS | MN | 554581254 | NONE | TO SUPPORT CHANGING THE FUTURE FOR MINNESOTA'S STUDENTS OF COLOR BY ENCOURAGING AND SUPPORTING THEIR EDUCATIONAL ACCOMPLISHMENTS | $20,000 |
| PLANNED PARENTHOOD NORTH CENTRAL STATES | ||||||
| 671 VANDALIA ST | SAINT PAUL | MN | 55114 | NONE | TO PROVIDE CLINICAL SERVICES AND PROGRAMS TO WOMEN AND CHILDREN. | $30,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | TO SUPPORT YOUR MISSION OF EQUAL JUSTICE AND EQUAL OPPORTUNITY. | $20,000 |
| SUMMIT ACADEMY OIC | ||||||
| 935 OLSON MEMORIAL HWY | MINNEAPOLIS | MN | 554051359 | NONE | TO ASSIST INDIVIDUALS IN DEVELOPING THEIR ABILITY TO EARN AND TO BECOME CONTRIBUTING CITIZENS IN THEIR COMMUNITY. | $20,000 |
| THE BAIL PROJECT | ||||||
| PO BOX 750 | VENICE | CA | 90294 | NONE | TO PROVIDE BAIL TO PEOPLE IN NEED, REUNITE FAMILIES AND RESTORE THE PRESUMPTION OF INNOCENCE. | $5,000 |
| THE TRUST FOR PUBLIC LAND | ||||||
| 101 MONTGOMERY ST STE 900 | SAN FRANCISCO | CA | 94104 | NONE | TO PROTECT LAND AND CREATE PARKS, TRAILS AND GREEN SCHOOLYARDS. | $10,000 |
| WOMEN IN NEED | ||||||
| 115 WEST 31ST STREET | NEW YORK | NY | 100013596 | NONE | TO SUPPORT YOUR EFFORTS TO BREAK THE CYCLE OF HOMELESSNESS FOR WOMEN AND CHILDREN IN NEW YORK CITY. | $30,000 |
| WORLD CENTRAL KITCHEN INC | ||||||
| 1875 CONNECTICUT AVE NW 11TH FLOOR | WASHINGTON | DC | 200095728 | NONE | TO PROVIDE MEALS FOR VICTIMS OF HURRICANES | $10,000 |
| INTERNATIONAL WOMEN'S MEDIA FOUNDATION | ||||||
| 1625 K STREET NW STE 1275 | WASHINGTON | DC | 20006 | NONE | TO SUPPORT REPORTERS IN SOME OF THE WORLD'S MOST NEGLECTED REGIONS. | $2,000 |
| FEEDING TEXAS | ||||||
| 1524 SOUTH IH-35 STE 342 | AUSTIN | TX | 78704 | NONE | TO SUPPORT A UNIFIED EFFORT FOR A HUNGER-FREE TEXAS. | $5,000 |
| AUSTIN DISASTER RELIEF NETWORK | ||||||
| 1122 EAST 51ST ST | AUSTIN | TX | 78761 | NONE | TO SUPPORT RELIEF EFFORTS OF VICTIMS OF NATURAL DISASTERS IN TEXAS. | $5,000 |
| SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AND ACADIANA | ||||||
| 700 EDWARDS AVE | NEW ORLEANS | LA | 70123 | NONE | TO HELP LEAD THE FIGHT AGAINST HUNGER IN SOUTH LOUISIANA. | $10,000 |
| CULTURE AID NOLA | ||||||
| 1835 ST ROCH | NEW ORLEANS | LA | 70117 | NONE | TO DIRECT NO-BARRIER, NO-STIGMA AID TO UNDERSERVED MEMBERS OF NEW ORLEANS' CULTURAL COMMUNITY WITH DIGINITY, GRACE & HOSPITALITY. | $5,000 |
| GIVEDIRECTLY INC | ||||||
| CHURCH STREE STATION PO BOX 3221 | NEW YORK | NY | 10008 | NONE | TO SUPPORT HOUSEHOLDS IN NEED, AND PROVIDE THE ABILITY FOR THEM TO PURSUE THEIR OWN GOALS. | $5,000 |
| SON OF A SAINT | ||||||
| 2803 ST PHILIP ST | NEW ORLEANS | LA | 70119 | NONE | TO IMPROVE THE LIVES OF FATHERLESS BOYS IN NEW ORLEANS. | $5,000 |
| NATIONAL ASIAN PACIFIC AMERICAN WOMEN'S FORUM | ||||||
| PO BOX 13255 | CHICAGO | IL | 60613 | NONE | TO SUPPORT A MORE JUST WORLD FOR ASIAN AMERICAN AND PACIFIC ILSANDER WOMEN AND GIRLS. | $5,000 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | TO SUPPORT EFFORTS TO END MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE UNITED STATES. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HEALTHWELL FOUNDATION | ||||||
| 20440 CENTURY BLVD STE 250 | GERMANTOWN | MD | 20874 | NONE | TO SUPPORT UNDERINSURED AMERICANS AND PROVIDE ASSISTANCE WITH ACCESSING LIFE-CHANGING MEDICAL TREATMENTS. | $10,000 |
| INTERNATIONAL WOMEN'S MEDIA FOUNDATION | ||||||
| 1625 K STREET NW STE 1275 | WASHINGTON | DC | 20006 | NONE | TO SUPPORT REPORTERS IN SOME OF THE WORLD'S MOST NEGLECTED REGIONS. | $5,000 |
| REPORTERS WITHOUT BORDERS | ||||||
| 1155 15TH STREET NW STE 800 | WASHINGTON | DC | 200052706 | NONE | TO SUPPORT YOUR MISSION OF UPHOLDING THE INTEGRITY OF JOURNALISM. | $10,000 |
| SOULIDARITY | ||||||
| 21 HIGHLAND ST | HIGHLAND PARK | MI | 48203 | NONE | TO SUPPORT THE MISSION TO DEMONSTRATE THAT HIGHLAND PARK, MI CAN SERVE AS A NATIONAL MODEL FOR COMMUNITY-SCALE CLEAN ENERGY AND JUST TRANSITION. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,297 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$42,367 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$41,068 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$41,068 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3E | INTEREST EARNED ON FOUNDATION CHECKING ACCOUNT |
| 4E | DIVIDENDS EARNED ON FOUNDATION INVESTMENTS |
| 8E | GAIN OR LOSS ON FOUNDATION INVESTMENTS |
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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RICHARD A ERICKSON | ||||||
| 1 | PO BOX 1224 | MINNEAPOLIS | MN | 55440 | $258,687 | Yes (X) |
| TYLER C ERICKSON | ||||||
| 2 | PO BOX 1224 | MINNEAPOLIS | MN | 55440 | $258,779 | Yes (X) |
| LUCAS C ERICKSON | ||||||
| 3 | PO BOX 1224 | MINNEAPOLIS | MN | 55440 | $268,851 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICALLY TRADED SECURITIES | $258,687 | 2021-07-19 |
| 2 | PUBLICALLY TRADED SECURITIES | $258,779 | 2021-07-19 |
| 3 | PUBLICALLY TRADED SECURITIES | $268,851 | 2021-07-20 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISHARES MSCI KLD 400 SOCIAL INDEX FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $443,583 | BookValueAmt |
| EOYFMV | $447,874 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $25 | $0 | $25 |
| MEMBERSHIP DUES | $1,000 | $0 | $1,000 |
| CREDIT CARD ANNUAL FEE | $95 | $0 | $95 |
| OVERDRAFT FEE | $38 | $0 | $38 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LUCAS C ERICKSON | |||
| 4567 AMERICAN BLVD W | BLOOMINGTON | MN | 55437 |
| TYLER C ERICKSON | |||
| 4567 AMERICAN BLVD W | BLOOMINGTON | MN | 55437 |
| RICHARD A ERICKSON | |||
| 4567 AMERICAN BLVD W | BLOOMINGTON | MN | 55437 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX EXPENSE | CategoryTxt |
| Amt | $19 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |