THE SCOTT RICHARDS NORTH STAR CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE SCOTT RICHARDS NORTH STAR CHARITABLE FOUNDATION (EIN 76-0764527)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-18
- IRS object ID
- 202112309349100401
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-18T07:08:02-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410721734 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LURIE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 WAYZATA BOULEVARD | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760764527 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT RICHARDS NORTH STAR CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION DBA SCOTT RICHARDS NORTH STAR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 6126176000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 UNIVERSITY AVE SE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID VASOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6126176000 | PhoneNum |
| Signature | 2021-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | VASOS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID D BRAUER | PreparerPersonNm |
| PTIN | P00528485 | PTIN |
| Phone | 6123774404 | PhoneNum |
| Preparation | 2021-06-14 | 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 | 2020 | 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 | $1,475,286 | 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 | $236,344 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,631 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,404 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $307,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,905 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $248 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,119 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,202 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $262,549 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $262,549 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $271,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $269,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,384 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $282,888 | CashBOYAmt |
| Cash EOY | $22,225 | CashEOYAmt |
| Cash EOYFMV | $22,225 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,952 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $241,919 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $241,919 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $872,669 | CorporateStockBOYAmt |
| Corporate Stock EOY | $728,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,026,531 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $91,948 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $266,009 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $183,375 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $275 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,236 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,236 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,260,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,259,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,475,286 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,260,732 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,259,943 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,260,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,259,943 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,260,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,259,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,260,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,833 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,296,565 | SubtotalAmt |
| Other Decreases | $36,622 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,259,943 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PERSHING (7920) - DETAIL AVAILABLE UPON REQUEST | P | 2020-12-31 | $51,689 | $13,227 | $38,462 | $38,462 |
| PERSHING (7920) - DETAIL AVAILABLE UPON REQUEST | P | 2020-12-31 | $328 | $328 | $328 | |
| CAPITAL GAINS DIVIDENDS | P | $16,614 | $16,614 | $16,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,404 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $951 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $951 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,810 | 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 | $1,810 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $859 | OverpaymentAmt |
| Applied To ES Tax | $859 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NORTHSTARFINANCIAL.COM/FOUNDATION | WebsiteAddressTxt |
| Individual With Books | TIMOTHY WHITE | IndividualWithBooksNm |
| Phone | 6126176064 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 UNIVERSITY AVE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55414 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| PHILLIP C RICHARDS | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUSAN B RICHARDS | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | ASST VP | 0.00 | $0 | $0 | $0 |
| DAVID VASOS | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | VP | 0.00 | $0 | $0 | $0 |
| EDWARD G DEUTSCHLANDER | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | VP | 0.00 | $0 | $0 | $0 |
| SHAUN MCDUFFEE | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | AT-LARGE | 0.00 | $0 | $0 | $0 |
| ROBERT KAUFER | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | AT-LARGE | 0.00 | $0 | $0 | $0 |
| JAMES QUANDT | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | AT-LARGE | 0.00 | $0 | $0 | $0 |
| MARSHALL GIFFORD | ||||||||
| 2701 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | AT-LARGE | 0.00 | $0 | $0 | $0 |
| JOSEPH FOX | ||||||||
| 2701 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | AT-LARGE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION OPERATES A MINNEAPOLIS BIKES FOR KIDS EVENT WHERE LOCAL UNDERPRIVILEDGED CHILDREN ARE PRESENTED WITH T-SHIRTS, HELMETS, LOCKS AND BICYCLES OF THEIR OWN. THE CHILDREN ARE INSTRUCTED IN BICYCLE SAFETY, TAUGHT THE IMPORTANCE AND BENEFITS OF REGULAR EXERCISE AND INSPIRED TO BE MORE CONFIDENT AND SELF-RELIANT. | Description1Txt |
| Expenses1 | $3,907 | Expenses1Amt |
| Description2 | THE FOUNDATION OPERATES A GOLF EVENT WHERE ALL PROCEEDS ARE DONATED TO ORGANIZATIONS WHICH HELP STUDENTS LEARN FINANCIAL SKILLS THROUGH HANDS-ON EXPERIENCES. | Description2Txt |
| Expenses2 | $19 | Expenses2Amt |
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 | $1,002,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $294,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,296,866 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,296,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,453 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,277,413 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $951 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $951 | TotalTaxAmt |
| Distributable Before Adj | $62,920 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,920 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,920 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $269,001 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $269,001 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $269,001 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,920 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $297,662 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $338,331 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,145,038 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $247,520 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $935,946 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,964,497 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $269,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,920 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $206,081 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,170,578 | 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 | $297,662 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,872,916 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $338,331 | ExcessFromYear4Amt |
| Excess From Year3 | $1,145,038 | ExcessFromYear3Amt |
| Excess From Year2 | $247,520 | ExcessFromYear2Amt |
| Excess From Year1 | $935,946 | ExcessFromYear1Amt |
| Excess From Current Year | $206,081 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY WHITE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 UNIVERSITY AVE SE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6126176000 | RecipientPhoneNum |
| Form And Info And Materials | STANDARD GRANT REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIORITY TO GRANTS TO SUPPORT AND CONDUCT NON-PARTISAN RESEARCH, EDUCATION, AND INFORMATIONAL ACTIVITIES TO AID IN THE CHARITABLE CAUSES OF BREAST CANCER, ALZHEIMER'S DISEASE AND CYSTIC FIBROSIS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABIDE WOMEN'S HEALTH SERVICES | ||||||||
| PO BOX 152243 | DALLAS | TX | 75215 | NONE | N/A | GENERAL | $350 | |
| ALEX HAUNTY'S THEATER AND ARTS FUND INC | ||||||||
| 7758 HILLCREST AVE | MIDDLETON | WI | 535623616 | NONE | N/A | GENERAL | $500 | |
| AMERICAN LEGION POST 323 | ||||||||
| 505 PINE ST | CLEARWATER | MN | 55320 | NONE | N/A | GENERAL | $250 | |
| ANOKA COUNTY BROTHERHOOD COUNCIL | ||||||||
| 2615 9TH AVE N | ANOKA | MN | 55303 | NONE | N/A | GENERAL | $460 | |
| ASCENSION CATHOLIC SCHOOL | ||||||||
| 1726 DUPONT AVE N | MINNEAPOLIS | MN | 55411 | NONE | N/A | GENERAL | $500 | |
| BBBS OF SAN DIEGO COUNTY | ||||||||
| 4305 UNIVERSITY AVE SUITE 300 | SAN DIEGO | CA | 92105 | NONE | N/A | GENERAL | $300 | |
| BESTPREP | ||||||||
| 7100 NORTHLAND CIRCLE N 120 | BROOKLYN PARK | MN | 55428 | NONE | N/A | GENERAL | $25,000 | |
| BIG BROTHERS BIG SISTERS OF DANE COUNTY | ||||||||
| 2059 ATWOOD AVENUE SUITE 2 | MADISON | WI | 53704 | NONE | N/A | GENERAL | $1,500 | |
| BREAST CANCER EDUCATION ASSOCIATION | ||||||||
| 1027 W ROSELAWN AVE | ROSEVILLE | MN | 55113 | NONE | N/A | GENERAL | $12,500 | |
| CANOPY CENTER INC | ||||||||
| 2445 DARWIN ROAD SUITE 15 | MADISON | WI | 53704 | NONE | N/A | GENERAL | $500 | |
| CENTRAL MIDWEST BALLET INC | ||||||||
| 2831 PARMENTER ST SUITE 290 | MIDDLETON | WI | 53562 | NONE | N/A | GENERAL | $500 | |
| CHLOE'S COURAGE FUND | ||||||||
| 17307 COUNTY ROAD 7 NW | CLEARWATER | MN | 55320 | NONE | N/A | GENERAL | $500 | |
| CHRISTIAN MOTORCYCLISTS ASSOCIATION | ||||||||
| 4278 HIGHWAY 71 S | MENA | AR | 71953 | NONE | N/A | GENERAL | $500 | |
| CHRISTIANS REACHING OUT IN SOC SERV | ||||||||
| 12915 WEINAND CIRCLE PO BOX 574 | ROGERS | MN | 55374 | NONE | N/A | GENERAL | $100 | |
| COMPASSION INTERNATIONAL | ||||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | NONE | N/A | GENERAL | $476 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 100 N 6TH ST 604A | MINNEAPOLIS | MN | 55403 | NONE | N/A | GENERAL | $500 | |
| DENVER FOUNDATION | ||||||||
| 55 MADISON STREET 8TH FLOOR | DENVER | CO | 80206 | NONE | N/A | GENERAL | $1,000 | |
| EAST LAKE ELEMENTARY PTO | ||||||||
| 4715 162ND ST W | LAKEVILLE | MN | 55044 | NONE | N/A | GENERAL | $200 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 2 PINE TREE DRIVE SUITE 450 | ARDEN HILLS | MN | 55112 | NONE | N/A | GENERAL | $1,000 | |
| J FOUNDATION | ||||||||
| 1562 PARK CIRCLE | MENDOTA HEIGHTS | MN | 55118 | NONE | N/A | GENERAL | $500 | |
| JOURNEY 2819 | ||||||||
| PO BOX 25644 | WOODBURY | MN | 55125 | NONE | N/A | GENERAL | $495 | |
| KIDS FIGHTING HUNGER | ||||||||
| PO BOX 7550 | ST CLOUD | MN | 56302 | NONE | N/A | GENERAL | $2,500 | |
| LAKES REGIONAL HEALTHCARE HOSPICE | ||||||||
| 2301 HIGHWAY 71 | SPIRIT LAKE | IA | 51360 | NONE | N/A | GENERAL | $1,000 | |
| LEWIS KATZ SCHOOL OF MED AT TEMPLE UNIV | ||||||||
| 3500 N BROAD STREET ROOM 110IC | PHILADELPHIA | PA | 19140 | NONE | N/A | GENERAL | $145,000 | |
| LOUIS AUGUST JONAS FOUNDATION INC | ||||||||
| 77 BLEECKER ST SUITE C2-13 | NEW YORK | NY | 10012 | NONE | N/A | GENERAL | $250 | |
| MEMORIAL BLOOD CENTERS | ||||||||
| 737 PELHAM BLVD | ST PAUL | MN | 55114 | NONE | N/A | GENERAL | $1,000 | |
| NATIONAL ATAXIA FOUNDATION | ||||||||
| 600 HWY 169 S STE 1725 | MINNEAPOLIS | MN | 554261201 | NONE | N/A | GENERAL | $570 | |
| OAK HILL ELEMENTARY PARENT TEACHER GROUP | ||||||||
| 505 N PARK ROAD PO BOX 650 | TIFFIN | IA | 52340 | NONE | N/A | GENERAL | $500 | |
| PRATT SCHOOL PTO | ||||||||
| 66 MALCOLM AVE SE | MINNEAPOLIS | MN | 55414 | NONE | N/A | GENERAL | $500 | |
| RHINO'S FOUNDATION | ||||||||
| PO BOX 689 | RIVER FALLS | WI | 54022 | NONE | N/A | GENERAL | $500 | |
| SAFE SUMMER NIGHTS | ||||||||
| 790 RIDGE PLACE | MENDOTA HEIGHTS | MN | 55118 | NONE | N/A | GENERAL | $1,000 | |
| SARTELL-ST STEPHEN EDUC FOUNDATION | ||||||||
| PO BOX 258 | SARTELL | MN | 563770258 | NONE | N/A | GENERAL | $500 | |
| SHARING AND CARING HANDS | ||||||||
| 525 N 7TH ST | MINNEAPOLIS | MN | 55405 | NONE | N/A | GENERAL | $150 | |
| SISTERS OF ST JOSEPH MINISTRIES FOUNDATIO | ||||||||
| 1884 RANDOLPH AVE | ST PAUL | MN | 55105 | NONE | N/A | GENERAL | $1,000 | |
| SLP BOYS TRAVELING BASKETBALL ASSOCIATION | ||||||||
| 3912 XENWOOD AVE S | ST LOUIS PARK | MN | 55416 | NONE | N/A | GENERAL | $500 | |
| SPECIAL OLYMPICS MINNESOTA | ||||||||
| 900 2ND AVE S SUITE 300 | MINNEAPOLIS | MN | 55402 | NONE | N/A | GENERAL | $500 | |
| ST HUBERT CATHOLIC SCHOOL | ||||||||
| 8201 MAIN STREET | CHANHASSEN | MN | 55317 | NONE | N/A | GENERAL | $500 | |
| ST JAMES PARISH | ||||||||
| 721 N 57TH AVE W | DULUTH | MN | 55807 | NONE | N/A | GENERAL | $500 | |
| STOP ALZHEIMER'S NOW | ||||||||
| 300 BEARDSLEY LANE SUITE A104 | AUSTIN | TX | 78746 | NONE | N/A | GENERAL | $7,938 | |
| THE ROTARY FOUNDATION | ||||||||
| 14280 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | NONE | N/A | GENERAL | $500 | |
| THE UNIV OF IOWA CENTER FOR ADVANCEMENT | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 522444550 | NONE | N/A | GENERAL | $500 | |
| TOYS FOR TOTS | ||||||||
| 5017 BOONE AVE N | NEW HOPE | MN | 55428 | NONE | N/A | GENERAL | $510 | |
| TWIN CITIES LYME FOUNDATION | ||||||||
| PO BOX 268 | WILLERNIE | MN | 55090 | NONE | N/A | GENERAL | $10,000 | |
| UNITED HEROES LEAGUE | ||||||||
| 15211 RAVENNA TRAIL | HASTINGS | MN | 55033 | NONE | N/A | GENERAL | $10,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK ST SE 500 | MPLS | MN | 55455 | NONE | N/A | GENERAL | $25,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| US BANK LOCKBOX 78807 | MILWAUKEE | WI | 53278 | NONE | N/A | GENERAL | $2,000 | |
| WALKER METHODIST FOUNDATION | ||||||||
| 3737 BRYANT AVE S | MINNEAPOLIS | MN | 55409 | NONE | N/A | GENERAL | $500 | |
| YOUTH FRONTIERS INC | ||||||||
| 5215 EDINA INDUSTRIAL BLVD SUITE | MINNEAPOLIS | MN | 55439 | NONE | N/A | GENERAL | $1,500 | 400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $262,549 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,447 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,404 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 02 | ExclusionCd |
| Exclusion | -$3,907 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,998 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,998 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE | |||||||
| 1 | 400 N ROBERT ST | ST PAUL | MN | 55101 | $10,500 | Yes (X) | |
| PHILLIP RICHARDS | |||||||
| 2 | 16001 COLLINS AVE | SUNNY ISLE | FL | 33160 | $49,849 | Yes (X) | |
| P SHAUN MCDUFFEE | |||||||
| 3 | 1506 PATTERSON ROAD | AUSTIN | TX | 78733 | $15,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | STOCK | NoncashPropertyDesc |
| Fair Market Value | $49,849 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CRI SECURITIES - CORPORATE BONDS | BondNm |
| EOY Book Value | $266,009 | EOYBookValueAmt |
| EOYFMV | $183,375 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CRI SECURITIES - CORPORATE SECURITIES | StockNm |
| EOY Book Value | $728,554 | EOYBookValueAmt |
| EOYFMV | $1,026,531 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $275 | $236 | $236 |
| EVENT DEPOSIT | $1,000 | $1,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $36,622 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $270 | $0 | $0 | $270 |
| EVENT EXPENSES | $19 | $0 | $0 | $0 |
| DONATED BIKES AND HELMETS | $3,907 | $0 | $0 | $3,907 |
| MN CHARITABLE ANNUAL FEE | $25 | $0 | $0 | $25 |
| OTHER FEES | -$102 | $23 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $248 | $248 | $0 | $0 |
| FEDERAL TAX | $0 | $0 | $0 | $0 |