STRATEGY STUDIO / PUBLIC DATA EXPLORER

WILLIAM BOSS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WILLIAM BOSS FOUNDATION (EIN 41-6038452)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-09
IRS object ID
202203139349100035
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-09T11:33:32-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411360831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OLSEN THIELEN & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12675 LONG LAKE ROADAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55113ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416038452EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM BOSS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone6516530599PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15858 CENTERVILLE ROADAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551276804ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL MCKEOWNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6516530599PhoneNum
Signature2022-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastMCKEOWNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL BREZA CPAPreparerPersonNm
PTINP00092677PTIN
Phone6514834521PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,634,820FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$179,123DividendsRevAndExpnssAmt
Dividends Net Invst Incm$179,146DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$519,469NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,983,031GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$519,469CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$798,604TotalRevAndExpnssAmt
Total Net Invst Incm$698,627TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,730AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,730AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$67,367OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$67,367OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$17,333TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,954TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$109OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$86,539TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$69,321TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,755TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$408,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$408,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$495,039TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$69,321TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$410,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$303,565ExcessRevenueOverExpensesAmt
Net Investment Income$629,306NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$30,173SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$90,883SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$90,883SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,766,741CorporateStockBOYAmt
Corporate Stock EOY$3,766,773CorporateStockEOYAmt
Corporate Stock EOYFMV$6,893,501CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,452,320CorporateBondsBOYAmt
Corporate Bonds EOY$1,708,837CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,650,436CorporateBondsEOYFMVAmt
Other Investments BOY$21,469OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,270,703TotalAssetsBOYAmt
Total Assets EOY$5,566,493TotalAssetsEOYAmt
Total Assets EOYFMV$8,634,820TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,721,300CapitalStockBOYAmt
Capital Stock EOY$1,713,525CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,549,403RetainedEarningBOYAmt
Retained Earning EOY$3,852,968RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,270,703TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,566,493TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,270,703TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,566,493TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,270,703TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$303,565ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,574,268SubtotalAmt
Other Decreases$7,775OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,566,493TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,983,008$1,463,562$519,446$519,446
CAPITAL GAINS DIVIDENDS$23$23$23P
FieldValueIRS element (for citing)
Capital Gain Net Income$519,469CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$519,446NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,747InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,747SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,747TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,640EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,640TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,107TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDANIEL MCKEOWNIndividualWithBooksNm
Phone6516530599PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15858 CENTERVILLE ROADAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551276804ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HEIDI MCKEOWN
5858 CENTERVILLE ROADST PAULMN551276804CHAIR0.00$0$0$0
DAN MCKEOWN
5858 CENTERVILLE ROADST PAULMN551276804PRESIDENT0.00$0$0$0
DESMOND MCKEOWN
5858 CENTERVILLE ROADST PAULMN551276804TREASURER0.00$0$0$0
ISABELLA MCKEOWN
5858 CENTERVILLE ROADST PAULMN551276804SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,572,245AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$327,047AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,899,292TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,899,292AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$148,489CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,750,803NetVlNoncharitableAssetsAmt
Minimum Investment Return$487,540MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$487,540MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,747TaxBasedOnInvestmentIncomeAmt
Total Tax$8,747TotalTaxAmt
Distributable Before Adj$478,793DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$478,793DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$478,793DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$410,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$410,255QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$478,793DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$20,990ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,929ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,713ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,220ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,917ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$55,769TotalExcessDistributionCyovAmt
Qualifying Distributions$410,255QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$410,255AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$55,769ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$55,769ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$12,769UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAN MCKEOWNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15858 CENTERVILLE ROADAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55127ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6516530599RecipientPhoneNum
Form And Info And MaterialsTHE 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 DeadlinesPROPOSALS MAY BE SUBMITTED AT ANY TIMESubmissionDeadlinesTxt
Restrictions On AwardsTHE 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 (58 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BACH SOCIETY OF MINNESOTA
1043 GRAND AVENUE 229ST PAULMN55105NONE501(C)(3)GENERAL OPERATING FUND$6,000
BIG BROTHERS & BIG SISTERS OF TWIN CITIES
2550 UNIVERSITY AVE NO 410NST PAULMN55114NONE501(C)(3)GENERAL OPERATING FUND$5,000
BOLDER OPTIONS
2100 STEVENS AVENUE SOUTHMINNEAPOLISMN55404NONE501(C)(3)GENERAL OPERATING FUND$5,000
CANTUS
1201 S MARQUETTE AVE STE 100MINNEAPOLISMN55403NONE501(C)(3)GENERAL OPERATING FUND$8,500
CHILDREN'S THEATRE COMPANY
2400 3RD AVENUE SOUTHMINNEAPOLISMN55404NONE501(C)(3)GENERAL OPERATING FUND$8,000
CIRCUS JUVENTAS
1270 MONTREAL AVENUEST PAULMN55116NONE501(C)(3)GENERAL OPERATING FUND$5,000
COMMUNITY OF SAINTS
335 HURLEY ST EWEST ST PAULMN55118NONE501(C)(3)GENERAL OPERATING FUND$5,000
COMO FRIENDS
1225 ESTABROOK DRIVEST PAULMN55103NONE501(C)(3)GENERAL OPERATING FUND$5,000
COMPAS INC
304 LANDMARK CENTERST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$15,000
DODGE NATURE CENTER
365 MARIE AVENUE WESTWEST ST PAULMN55118NONE501(C)(3)GENERAL OPERATING FUND$7,500
EAST SIDE ARTS COUNCIL
977 PAYNE AVENUEST PAULMN55130NONE501(C)(3)GENERAL OPERATING FUND$5,000
FAMILY MEANS
1875 NORTHWESTERN AVE SSTILLWATERMN55082NONE501(C)(3)GENERAL OPERATING FUND$8,500
FRIENDS OF THE ST PAUL PUBLIC LIBRARY
1080 MONTREAL AVE STE 2ST PAULMN55116NONE501(C)(3)GENERAL OPERATING FUND$7,000
GREATER TWIN CITIES YOUTH SYMPHONIES
408 SAINT PETER STREET SUITE 300ST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$7,000
GUTHRIE THEATRE FOUNDATION
818 SOUTH 2ND STREETMINNEAPOLISMN55415NONE501(C)(3)GENERAL OPERATING FUND$8,000
KEYSTONE COMMUNITY SERVICES
2000 SAINT ANTHONY AVEST PAULMN551045199NONE501(C)(3)GENERAL OPERATING FUND$10,000
LANDMARK CENTER
404 LANDMARK CENTER 75 W 5TH STST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$5,000
MACPHAIL CENTER FOR MUSIC
501 SOUTH 2ND STREETMINNEAPOLISMN55401NONE501(C)(3)GENERAL OPERATING FUND$10,000
MERRICK INC
3210 LABORE ROADVADNAIS HEIGHTSMN55110NONE501(C)(3)GENERAL OPERATING FUND$5,000
MERRILL COMMUNITY ARTS CENTER
380 RIVERTOWN DRIVE 200WOODBURYMN55125NONE501(C)(3)GENERAL OPERATING FUND$5,000
MIDWAY CONTEMPORARY ART
527 SECOND AVENUE SOUTHEASTMINNEAPOLISMN55414NONE501(C)(3)MIDWAY INITIATIVE GALLERY$5,000
MIDWEST SPECIAL SERVICES INC
900 OCEAN STST PAULMN55106NONE501(C)(3)GENERAL OPERATING FUND$7,500
MINNEAPOLIS INSTITUTE OF ARTS
2400 3RD AVENUE SOUTHMINNEAPOLISMN55404NONE501(C)(3)GENERAL OPERATING FUND$5,000
MINNESOTA BOYS CHOIR
75 5TH STREET WESTST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$4,000
MINNESOTA CENTER FOR BOOK ARTS
1011 WASHINGTON AVE S STE 100MINNEAPOLISMN55415NONE501(C)(3)GENERAL OPERATING FUND$5,000
MINNESOTA CHILDREN'S MUSEUM
10 7TH STREET WESTST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$7,000
MINNESOTA FRINGE FESTIVAL
79 13TH AVE NE SUITE 112MINNEAPOLISMN55413NONE501(C)(3)GENERAL OPERATING FUND$3,000
MINNESOTA HISTORICAL SOCIETY
345 KELLOGG BLVD WST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$5,000
MINNESOTA LANDSCAPE ARBORETUM FOUNDATION
3675 ARBORETUM DRIVECHASKAMN55318NONE501(C)(3)GENERAL OPERATING FUND$6,000
MINNESOTA MUSEUM OF AMERICAN ART
141 EAST 4TH STREET SUITE 101ST PAULMN55101NONE501(C)(3)GENERAL OPERATING FUND$10,000
MINNESOTA OPERA COMPANY
620 NORTH FIRST STREETMINNEAPOLISMN55401NONE501(C)(3)GENERAL OPERATING FUND$8,000
MINNESOTA ORCHESTRA
1111 NICOLLET MALLMINNEAPOLISMN55403NONE501(C)(3)GENERAL OPERATING FUND$6,000
MINNESOTA PUBLIC RADIO
45 7TH STREET EASTST PAULMN55101NONE501(C)(3)GENERAL OPERATING FUND$7,000
NEIGHBORHOOD HOUSE
179 ROBIE STREET EASTST PAULMN55107NONE501(C)(3)GENERAL OPERATING FUND$15,000
NORTHERN CLAY CENTER
2424 FRANKLIN AVENUE EASTMINNEAPOLISMN55406NONE501(C)(3)GENERAL OPERATING FUND$6,000
ONE VOICE MIXED CHORUS
732 HOLLY AVE SUITE QST PAULMN55104NONE501(C)(3)GENERAL OPERATING FUND$5,000
ORDWAY CENTER FOR THE PERFORMING ARTS
345 WASHINGTON STREETST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$10,000
PARK SQUARE THEATRE COMPANY
408 SAINT PETER STREET SUITE 110ST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$15,000
PLAYWRIGHTS CENTER INC
2301 FRANKLIN AVENUE EASTMINNEAPOLISMN55406NONE501(C)(3)GENERAL OPERATING FUND$5,000
PUBLIC ART SAINT PAUL
381 WABASHA ST NST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$5,000
SAINT PAUL CHAMBER ORCHESTRA SOCIETY
408 ST PETER STREET 3RD FLOOR HAMMST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$12,500
ST DAVID'S CENTER FOR CHILD & FAMILY DEVELOPMENT
3395 PLYMOUTH ROADMINNETONKAMN55305NONE501(C)(3)GENERAL OPERATING FUND$5,000
ST PAUL CONSERVATORY OF MUSIC
26 EXCHANGE STREET EASTST PAULMN55101NONE501(C)(3)GENERAL OPERATING FUND$10,000
STAGES THEATRE COMPANY INC
1111 MAINSTREETHOPKINSMN55343NONE501(C)(3)GENERAL OPERATING FUND$5,000
TEXTILE CENTER OF MINNESOTA
3000 UNIVERSITY AVENUE SOUTHEASTMINNEAPOLISMN55414NONE501(C)(3)GENERAL OPERATING FUND$10,000
THE ARTS PARTNERSHIP
345 WASHINGTON STREETST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$10,000
THE BAKKEN MUSEUM
3537 ZENITH AVE SMINNEAPOLISMN55416NONE501(C)(3)GENERAL OPERATING FUND$5,000
THE CENTER FOR IRISH MUSIC
836 PRIOR AVENUE NORTHST PAULMN55104NONE501(C)(3)GENERAL OPERATING FUND$2,000
THE COWLES CENTER FOR DANCE
528 HENNEPIN AVENUE NO 200MINNEAPOLISMN55403NONE501(C)(3)GENERAL OPERATING FUND$10,000
THE HISTORY THEATRE INC
30 EAST TENTH STREETST PAULMN55101NONE501(C)(3)GENERAL OPERATING FUND$8,000
THE LOFT LITERARY CENTER
1011 WASHINGTON AVE S STE 200MINNEAPOLISMN55415NONE501(C)(3)GENERAL OPERATING FUND$8,500
THE SCHUBERT CLUB
75 W 5TH STREETST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$7,500
TWIN CITIES JAZZ FESTIVAL
PO BOX 8162ST PAULMN55108NONE501(C)(3)GENERAL OPERATING FUND$7,000
TWIN CITIES PUBLIC TELEVISION
172 EAST 4TH STREETST PAULMN55101NONE501(C)(3)GENERAL OPERATING FUND$8,000
WALKER ART CENTER INC
725 VINELAND PLACEMINNEAPOLISMN55403NONE501(C)(3)GENERAL OPERATING FUND$5,000
WOMEN VENTURE
165 WESTERN AVENUE N SUITE 8 OFFICEST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$5,000100
RAMSEY COUNTY HISTORICAL SOCIETY
323 LANDMARK CENTERST PAULMN55102NONE501(C)(3)GENERAL OPERATING FUND$5,000
WALKER WEST MUSIC ACADEMY
760 SHELBY AVENUEST PAULMN55104NONE501(C)(3)GENERAL OPERATING FUND$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$408,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$179,123ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$519,469ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$698,604ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$698,604TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1SPECIALTY MFG COBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15858 CENTERVILLE ROADAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55127ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEES - OLSEN THIELENCategoryTxt
Amt$1,730Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,730DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondRBC DAIN RAUSCHER - TAXABLE FIXED INCOMEBondNm
EOY Book Value$1,708,837EOYBookValueAmt
EOYFMV$1,650,436EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RBC DAIN RAUSCHER - US EQUITIES$3,384,545$6,338,605
RBC DAIN RAUSCHER - INT'L EQUITIES$382,228$554,896

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR BASIS ADJUSTMENTDesc
Amt$7,775Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$84$0$0$0
MN STATE FILING FEE$25$0$0$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MAIRS & POWERS$42,017$42,017$0$0
DAIN RAUSCHER$25,350$25,350$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$1,954$1,954$0$0
FEDERAL EXCISE TAX$15,379$0$0$0