NORTHWEST AREA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST AREA FOUNDATION (EIN 41-0719221)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-15
- IRS object ID
- 202003209349100020
- Schema version
- 2019v5.1
- 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
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-15T16:14:33-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410719221 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 6512249635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 PLATO BOULEVARD EAST NO 400 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILLIE ACAMOVIC | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6512249635 | PhoneNum |
| Signature | 2020-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2020-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-23 | IPDt |
| IP Tm | 09:25:29 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3CD4913DF4E17C37ADE879CAF2747CF9DBB73520 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $476,449,216 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $617,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,443,319 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,239,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,826,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,226,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,133,640 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $182,040 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,833,113 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,069,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,206,130 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $940,474 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $88,778 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $851,696 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,434,228 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $254,665 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,074,304 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,028,361 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $79,288 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $949,073 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $89,803 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $52,661 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $37,975 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $49,947 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $49,947 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,682,324 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,204,441 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $566,925 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $935,935 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199,922 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $100,153 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $495,929 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $528,190 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $316,674 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $27,103 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $265,032 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $770,741 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,081,548 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $543,804 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,844,569 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,988,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,866,946 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,261,417 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,564,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,105,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,988,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,431,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,036,725 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,217,724 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $316,234 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,707,036 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,511,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,511,086 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,390 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,853 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,390 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,390 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $575,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $200,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $200,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $169,257 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $145,279 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $145,279 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,246,874 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $246,378,427 | CorporateStockBOYAmt |
| Corporate Stock EOY | $275,704,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $275,704,100 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $73,379,568 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $71,991,181 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $71,991,181 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $95,830,030 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $111,444,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $111,444,944 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,414,444 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,988,989 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $495,524 | LandBOYAmt |
| Land EOY | $425,455 | LandEOYAmt |
| Land EOYFMV | $425,455 | LandEOYFMVAmt |
| Other Assets BOY | $9,486,098 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,025,781 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,025,781 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $430,594,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $476,449,216 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $476,449,216 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $468,345 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $529,451 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,026,432 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,397,110 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,275,131 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,166,762 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,769,908 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,093,323 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $411,500,699 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $457,031,599 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $10,324,294 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $10,324,294 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $421,824,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $467,355,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $430,594,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $476,449,216 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $421,824,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,036,725 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,567,625 | OtherIncreasesAmt |
| Subtotal | $467,355,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $467,355,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| WELLS FARGO | $21,626 | $21,626 | $21,626 | |
| TIPS | $841,047 | $31,996 | $31,996 | $809,051 |
| GLOBAL FIXED INCOME | $2,000,000 | $120,982 | $120,982 | $1,879,018 |
| WELLINGTON | $5,500,000 | -$606,484 | -$606,484 | $6,106,484 |
| ADAMS STREET | $21,741,248 | $165,588 | $165,588 | $21,575,660 |
| FOF HEDGE FUNDS | $643,261 | -$184,347 | -$184,347 | $827,608 |
| PRIVATE EQUITY | $297,435 | $297,435 | $297,435 | |
| DEV. INTERNATIONAL EQUITY | $3,748,408 | $945,383 | $945,383 | $2,803,025 |
| REAL ASSETS | $5,790,781 | $408,092 | $408,092 | $5,382,689 |
| GLOBAL EQUITY | $6,703,951 | $1,967,623 | $1,967,623 | $4,736,328 |
| ADAGE | $3,000,000 | $0 | $0 | $3,000,000 |
| CREDIT | $6,763,523 | $841,201 | $841,201 | $5,922,322 |
| DIVERSIFYING STRATEGIES | $15,888,970 | -$1,286,950 | -$1,286,950 | $17,175,920 |
| FIXED INCOME | $2,502,552 | -$14,548 | -$14,548 | $2,517,100 |
| PRIVATE REAL ASSETS | $2,115,946 | $347,190 | $347,190 | $1,768,756 |
| HCAP PARTNERS | $140,209 | $140,209 | $140,209 | |
| EMERGING MARKET EQUITY | $4,849,156 | $68,290 | $68,290 | $4,780,866 |
| FULLER & THALER | $9,551,252 | -$282,377 | -$282,377 | $9,833,629 |
| PARAMETRIC | $56,126,655 | $4,850,085 | $4,850,085 | $51,276,570 |
| GLOBAL CREDIT | -$4,092 | -$4,092 | $4,092 | |
| CAPITAL GAINS FROM PARTNERSHIP INVESTMENT K-1S | $5,306,738 | $5,306,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,133,640 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,638,969 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $451,559,900 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056779 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,411,451 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $431,682,236 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056550 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,923,841 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $405,056,273 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056594 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,481,933 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $426,961,285 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050314 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,729,135 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $447,258,459 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048583 | DistributionYr5Rt |
| Total Distribution | 0.268820 | TotalDistributionRt |
| Average Distribution | 0.053764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $439,910,271 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,651,336 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $182,177 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,833,513 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,536,170 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $182,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $182,177 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $182,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $506,842 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $506,842 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $324,665 | OverpaymentAmt |
| Applied To ES Tax | $324,665 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NWAF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512249635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 PLATO BOULEVARD EAST NO 400 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55107 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (22 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LYNDA BOURQUE MOSS | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $26,837 | $0 | $0 |
| ELISABETH BUCK | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $20,550 | $0 | $0 |
| CHERIE BUCKNER-WEBB | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| DUANE CARTER | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $21,700 | $0 | $0 |
| ZACH DUCHENEAUX | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $23,738 | $0 | $0 |
| LIBBY HLAVKA | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $16,150 | $0 | $0 |
| RODNEY JORDAN | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $20,525 | $0 | $0 |
| JAMES LADUCER | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $16,675 | $0 | $0 |
| JOYCE LEE | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $16,150 | $0 | $0 |
| MICHELLE OSBORNE | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $19,900 | $0 | $0 |
| GEORGINA SLADE | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $16,400 | $0 | $0 |
| NICHOLAS SLADE | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 0.10 | $250 | $0 | $0 |
| LARRY SNYDER | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $17,600 | $0 | $0 |
| MARIA VALANDRA | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $18,200 | $0 | $0 |
| NICK WALROD | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 0.10 | $250 | $0 | $0 |
| JENNIFER WILLIAMS | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $16,150 | $0 | $0 |
| JOSEPH BARSKY | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | NON-DIRECTOR COMMITTEE MEM | 1.00 | $2,400 | $0 | $0 |
| ROBERT DIEDRICH | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | NON-DIRECTOR COMMITTEE MEM | 1.00 | $0 | $0 | $0 |
| ANGIE GORDER | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | NON-DIRECTOR COMMITTEE MEM | 1.00 | $0 | $0 | $0 |
| MELISSA PELLAND | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | NON-DIRECTOR COMMITTEE MEM | 1.00 | $0 | $0 | $0 |
| KEVIN WALKER | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | PRESIDENT & SECRETARY | 40.00 | $427,481 | $63,766 | $0 |
| MILOSAVA ACAMOVIC | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | VP OF FINANCE & ADMIN/CFO | 40.00 | $259,518 | $64,421 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMY JENSEN | ||||||||
| 60 PLATO BLVD 400 | ST PAUL | MN | 55107 | INVESTMENT DIRECTOR | 40.00 | $205,572 | $35,380 | $0 |
| KARLA MILLER | ||||||||
| 60 PLATO BLVD 400 | ST PAUL | MN | 55107 | PROGRAM DIRECTOR | 40.00 | $180,162 | $50,153 | $0 |
| PAUL BACHLEITNER | ||||||||
| 60 PLATO BLVD 400 | ST PAUL | MN | 55107 | COMMUNICATIONS DIREC | 40.00 | $152,915 | $33,753 | $0 |
| ANN NAITHANI | ||||||||
| 60 PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR OF ORG EFFE | 40.00 | $128,867 | $44,247 | $0 |
| CHRISTIANNE LIND | ||||||||
| 60 PLATO BLVD 400 | ST PAUL | MN | 55107 | PROGRAM OFFICER | 40.00 | $127,446 | $19,615 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 16 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEPC LLC | |||||
| 255 STATE STREET | BOSTON | MA | 02109 | INVESTMENT CONSULTING | $310,208 |
| AL NYGARD CONSULTING | |||||
| 826 N 6TH STREET | BISMARCK | ND | 58501 | CONSULTING/PROFESSIONAL SERVICES | $135,748 |
| FAEGRE BAKER DANIELS LLP | |||||
| 90 SOUTH 7TH STREET | MINNEAPOLIS | MN | 55402 | LEGAL/PROFESSIONAL SERVICES | $99,228 |
| BOWMAN PERFORMANCE CONSULTING | |||||
| W7023 EDGEWATER ROAD | SHAWANO | WI | 54166 | CONSULTING/PROFESSIONAL SERVICES | $90,704 |
| EVOLOGY | |||||
| 1600 WEST LAKE STREET SUITE 127 | MINNEAPOLIS | MN | 55408 | CONSULTING/PROFESSIONAL SERVICES | $86,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WE SUPPORT EFFORTS OF PEOPLE WITH LOW INCOME IN OUR REGION OF EIGHT STATES AND 76 NATIVE NATIONS TO OVERCOME BARRIERS TO BUILDING ASSETS AND BECOMING MORE PROSPEROUS. WE MAKE GRANTS, SPONSOR MEETINGS, AND ISSUE STRATEGIC COMMUNICATIONS THAT HELP BUILD MORE EQUITABLE ECONOMIES, WHERE PROSPERITY IS DEFINED BY LOCAL COMMUNITIES AND SHARED BY ALL, WITH GOOD JOBS, THRIVING BUSINESSES, AND VIBRANT CULTURES. THROUGH GRANTMAKING AND MISSION INVESTMENTS, OUR FUNDING FOCUSES ON ONE OR MORE OF THE FOLLOWING FOUR PORTFOLIOS: OPENING ACCESS TO CAPITAL, EXPANDING WORK OPPORTUNITY, SUPPORTING ENTERPRISE DEVELOPMENT, AND PROMOTING FINANCIAL INCLUSION. OUR FUNDING ALSO SUPPORTS INFRASTRUCTURE, IDEA INCUBATION, AND RESEARCH.OUR GRANTEES PROVIDE KNOWLEDGE, TOOLS, TRAINING, AND OTHER SERVICES THAT ALLOW PEOPLE TO REDEFINE AND REACH SUCCESS ON THEIR OWN TERMS. WE LISTEN TO GRANTEES, LEARN ABOUT THEIR COMMUNITIES' STRENGTHS AND STRUGGLES, AND LEAD BY LIFTING UP IDEAS AND GREAT WORK ALREADY BEING DONE. | Description1Txt |
| Expenses1 | $3,164,707 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NEIGHBORHOOD DEVELOPMENT CENTER - CAPITAL CAMPAIGN BRIDGE LOAN | Description1Txt |
| Expenses1 | $1,000,000 | Expenses1Amt |
| Description2 | METROPOLITAN ECONOMIC DEVELOPMENT ASSOCIATION - SUPPORTING MINORITY-OWNED BUSINESSES TO BUILD WEALTH AND ASSETS IN DIVERSE LOW-INCOME COMMUNITIES ACROSS MINNESOTA | Description2Txt |
| Expenses2 | $1,000,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $2,075,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $4,075,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $446,216,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $392,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $446,609,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $446,609,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,699,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $439,910,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,995,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,995,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $182,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $182,177 | TotalTaxAmt |
| Distributable Before Adj | $21,813,337 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $324,953 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,138,290 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,138,290 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,431,086 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $4,075,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $30,084 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $26,536,170 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $182,177 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,353,993 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,138,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,586,268 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,596,795 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,183,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,536,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,138,290 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,397,880 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,580,943 | 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 | $9,580,943 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,586,268 | ExcessFromYear2Amt |
| Excess From Year1 | $3,596,795 | ExcessFromYear1Amt |
| Excess From Current Year | $4,397,880 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFFILIATED TRIBES OF NORTHWEST INDIANS - ECONOMIC DEVELOPMENT CORP | ||||||||
| 9836 EAST BURNSIDE STREET | PORTLAND | OR | 97216 | N/A | PC | BUILDING SUSTAINABLE ORGANIZATIONAL GROWTH | $70,000 | |
| AFRICAN ECONOMIC DEVELOPMENT SOLUTIONS | ||||||||
| 1821 UNIVERSITY AVENUE WEST SUITE | ST PAUL | MN | 55104 | N/A | PC | MICROENTERPRISE SUPPORT SERVICE AND UPWARD MOBILITY | $200,000 | S-145 |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | N/A | PC | IOWA IMMIGRANT RIGHTS PROGRAM | $25,000 | |
| AMERICAN INDIAN BUSINESS ALLIANCE INC | ||||||||
| 3315 UNIVERSITY DRIVE BUILDING 1B | BISMARCK | ND | 585047596 | N/A | PC | GROWING NATIVE AMERICAN ENTREPRENEURS AND ENTERPRISES | $75,000 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PC | STRENGTHENING WORKFORCE OPPORTUNITIES AND FIRST-GENERATION WORKERS ACROSS INDIAN COUNTRY | $400,000 | |
| AMERICAN INDIAN SCIENCE AND ENGINEERING SOCIETY | ||||||||
| 4263 MONTGOMERY BLVD NE SUITE 200 | ALBUQUERQUE | NM | 87109 | N/A | PC | COLLEGE AND CAREER READINESS IN STEM | $150,000 | |
| APPETITE FOR CHANGE INC | ||||||||
| 1200 W BROADWAY AVE 180 | MINNEAPOLIS | MN | 55411 | N/A | PC | BUILDING COMMUNITY AND ECONOMIC GROWTH THROUGH FOOD | $100,000 | |
| ASIAN AMERICAN-PACIFIC ISLANDERS IN PHILANTHROPY | ||||||||
| 300 FRANK H OGAWA PLAZA SUITE 256 | OAKLAND | CA | 94612 | N/A | PC | 2019 MEMBERSHIP DUES | $2,500 | |
| ASSET FUNDERS NETWORK | ||||||||
| 2045 W GRAND AVE SUITE B 50387 | CHICAGO | IL | 60612 | N/A | PC | 2019 MEMBERSHIP DUES | $5,000 | |
| ASSOCIATION FOR BLACK ECONOMIC POWER | ||||||||
| 227 COLFAX AVE N | MINNEAPOLIS | MN | 55405 | N/A | PC | IT TAKES A VILLAGE: BLACK LIBERATION THROUGH COOPERATIVE RENAISSANCE | $50,000 | |
| ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC | ||||||||
| 42 BROADWAY FLOOR 20 SUITE 2000 | NEW YORK | NY | 10004 | N/A | PC | 2019 MEMBERSHIP DUES | $5,000 | |
| BII GII WIIN COMMUNITY DEVELOPMENT LOAN FUND | ||||||||
| 1113 EAST FRANKLIN AVENUE SUITE 200 | MINNEAPOLIS | MN | 55404 | N/A | PC | BUSINESS LAB, LENDING AND CAPACITY BUILDING | $50,000 | |
| BII GII WIIN COMMUNITY DEVELOPMENT LOAN FUND | ||||||||
| 1113 EAST FRANKLIN AVENUE SUITE 200 | MINNEAPOLIS | MN | 55404 | N/A | PC | FUELING NATIVE ECONOMIC DEVELOPMENT | $17,000 | |
| BOARDSOURCE | ||||||||
| 750 9TH STREET NW | WASHINGTON | DC | 200014793 | N/A | PC | FOUNDATION MEMBERSHIP | $20,000 | |
| BOYS & GIRLS CLUBS OF AMERICA | ||||||||
| 1275 PEACHTREE ST | ATLANTA | GA | 30309 | N/A | PC | OPPORTUNITIES FOR THRIVING NATIVE YOUTH | $400,000 | |
| BUILD WEALTH MN INC | ||||||||
| 2100 PLYMOUTH AVE N SUITE 104 | MINNEAPOLIS | MN | 55411 | N/A | PC | PATHWAYS TO FINANCIAL INCLUSION | $250,000 | |
| BYRD BARR PLACE | ||||||||
| 722 18TH AVENUE | SEATTLE | WA | 98122 | N/A | PC | ADVANCING ECONOMIC MOBILITY IN WASHINGTON STATE | $500,000 | |
| CAPI USA | ||||||||
| 5930 BROOKLYN BOULEVARD | BROOKLYN CENTER | MN | 55429 | N/A | PC | ECONOMIC EMPOWERMENT SERVICES | $100,000 | |
| CENTER FOR ECONOMIC INCLUSION | ||||||||
| 1015 NORTH 4TH AVENUE SUITE 202 | MINNEAPOLIS | MN | 55405 | N/A | PC | POWERING INCLUSION: 2019 ANNUAL SUMMIT AND SPEAKER SERIES SPONSORSHIP | $5,000 | |
| CENTER POLE | ||||||||
| PO BOX 71 | GARRYOWEN | MT | 59031 | N/A | PC | SOCIAL ENTERPRISE EXPANSION PROJECT (PHASE 2) | $75,000 | |
| CHEYENNE RIVER YOUTH PROJECT | ||||||||
| PO BOX 410 EAST LINCOLN STREET | EAGLE BUTTE | SD | 57625 | N/A | PC | GROWING SEVENTH GENERATION LEADERS | $100,000 | |
| CHIEF SEATTLE CLUB | ||||||||
| 410 2ND AVENUE EXTENSION SOUTH | SEATTLE | WA | 98104 | N/A | PC | NATIVE WORKS | $50,000 | |
| COEUR D'ALENE TRIBE DEPARTMENT OF EDUCATION | ||||||||
| 850 A STREET PO BOX 408 | PLUMMER | ID | 83851 | N/A | GOV | EVALUATION TECHNICAL ASSISTANCE | $20,000 | |
| COLLEGE POSSIBLE | ||||||||
| 540 FAIRVIEW AVENUE NORTH SUITE 304 | ST PAUL | MN | 55104 | N/A | PC | VICE PRESIDENTIAL GRANT | $7,500 | |
| COMMUNITY LENDINGWORKS | ||||||||
| 212 MAIN STREET | SPRINGFIELD | OR | 97477 | N/A | SO | CAPACITY BUILDING INITIATIVE | $100,000 | |
| COMMUNITY OPPORTUNITIES INC | ||||||||
| 23751 HIGHWAY 30 | CARROLL | IA | 51401 | N/A | PC | PATHWAYS TO FINANCIAL INCLUSION | $103,877 | |
| COMUNIDADES LATINAS UNIDAS EN SERVICIO (CLUES) | ||||||||
| 797 EAST 7TH STREET | ST PAUL | MN | 55106 | N/A | PC | ECONOMIC VITALITY | $150,000 | |
| CONFEDERATED TRIBES OF UMATILLA INDIAN RESERVATION | ||||||||
| 46411 TIMINE WAY | PENDLETON | OR | 97801 | N/A | GOV | IMPLEMENTATION OF THE UMATILLA TRIBES CDFI | $75,000 | |
| COUNCIL ON FOUNDATIONS INC | ||||||||
| 1255 23RD STREET NW SUITE 200 | WASHINGTON | DC | 20037 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $21,600 | |
| CRADLE OF HOPE | ||||||||
| 1970 OAKCREST AVENUE SUITE 104 | ROSEVILLE | MN | 55113 | N/A | PC | STAFF SERVICE DAY TEAM DISCRETIONARY GRANT | $5,000 | |
| CRAFT3 | ||||||||
| 42 7TH ST STE 100 | ASTORIA | OR | 97103 | N/A | PC | UPLIFT AMERICA FUND (UNRESTRICTED NET ASSETS AND OPERATING GRANTS FOR NATIVE CDFIS AND NATIVE CFRP PROJECTS) | $35,000 | |
| DAKOTA RESOURCES | ||||||||
| 25795 475TH AVENUE | RENNER | SD | 570556547 | N/A | PC | UPLIFT AMERICA FUND (UNRESTRICTED NET ASSETS FOR CFRP PROJECTS) | $96,350 | |
| DREAM OF WILD HEALTH | ||||||||
| 1308 EAST FRANKLIN AVENUE SUITE 203 | MINNEAPOLIS | MN | 55404 | N/A | PC | REBUILDING AN INDIGENOUS FOOD SYSTEM | $100,000 | |
| DUWAMISH TRIBAL SERVICES INC | ||||||||
| 4717 W MARGINAL WAY SW | SEATTLE | WA | 98106 | N/A | PC | SPONSORSHIP OF 10TH ANNIVERSARY GALA LUNCH AND NATIVE ART AUCTION | $10,000 | |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 2432 MAIN STREET 2ND FLOOR | LONGMONT | CO | 80501 | N/A | PC | SPONSORSHIP OF 2019 NATIVE AMERICAN PROGRAM OFFICERS GATHERING | $5,000 | |
| FIRST NATIONS OWEESTA CORPORATION | ||||||||
| 2432 MAIN ST | LONGMONT | CO | 80501 | N/A | PC | NATIVE CDFI CAPITALIZATION: NETWORKING FOR INVESTMENT | $550,213 | |
| FIRST PEOPLES FUND | ||||||||
| 706 WEST BOULEVARD | RAPID CITY | SD | 57701 | N/A | PC | GROWING AND STRENGTHENING THE INDIGENOUS ARTS ECOLOGY | $225,000 | |
| FOUR BANDS COMMUNITY FUND INC | ||||||||
| 101 SOUTH MAIN STREET | EAGLE BUTTE | SD | 57625 | N/A | PC | GENERAL OPERATING SUPPORT - CULTIVATING OUR PLACE TO GROW | $50,000 | |
| FRIENDS OF BARBARA SCHNEIDER FOUNDATION | ||||||||
| 3400 DUPONT AVENUE SOUTH | MINNEAPOLIS | MN | 55408 | N/A | PC | FISCAL SPONSOR OF MNI KI WAKAN (WATER IS SACRED): WORLD INDIGENOUS PEOPLES DECADE OF WATER | $20,000 | |
| FUNDERS FOR LESBIAN AND GAY ISSUES | ||||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $5,000 | |
| GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS INC | ||||||||
| 400 SOUTH ROBERT STREET | ST PAUL | MN | 55107 | N/A | PC | WOMEN OF DISTINCTION 2019 CHANGE THE WORLD EVENT SPONSORSHIP | $7,500 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||
| PO BOX 1100 | SEBASTOPOL | CA | 95473 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $7,500 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 20005 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $7,390 | |
| GRANTMAKERS OF OREGON AND S W WASHINGTON | ||||||||
| 921 SW WASHINGTON ST | PORTLAND | OR | 97205 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $3,620 | |
| HISPANICS IN PHILANTHROPY | ||||||||
| 414 13TH STREET SUITE 200 | OAKLAND | CA | 94612 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $5,000 | |
| HMONG AMERICAN FARMERS ASSOCIATION | ||||||||
| 149 THOMPSON AVE EAST | WEST ST PAUL | MN | 55118 | N/A | PC | ENSURING STABLE AND STEADY LEADERSHIP WHILE GREAT CHANGE IS HAPPENING | $50,000 | |
| HMONG AMERICAN PARTNERSHIP | ||||||||
| 1075 ARCADE STREET | ST PAUL | MN | 55106 | N/A | PC | BUILDING ECONOMIC PROSPERITY FOR HMONG MINNESOTANS: A 10-YEAR PLAN TOWARDS PROSPERITY | $400,000 | |
| HOMES OF OAKRIDGE HUMAN SERVICES | ||||||||
| 1236 OAKRIDGE DRIVE | DES MOINES | IA | 50314 | N/A | PC | TRANSITIONS - 2 GEN PROJECT | $75,000 | |
| HOMESIGHT | ||||||||
| 5117 RAINIER AVENUE S | SEATTLE | WA | 98118 | N/A | PC | THE OPPORTUNITY CENTER AT OTHELLO SQUARE | $300,000 | |
| HONOR THE EARTH | ||||||||
| 607 MAIN AVENUE | CALLAWAY | MN | 56521 | N/A | PC | AKIING 8TH FIRE TRIBAL COMMUNITY DEVELOPMENT INITIATIVE | $100,000 | |
| IDAHO COMMUNITY FOUNDATION | ||||||||
| 210 WEST STATE STREET | BOISE | ID | 83702 | N/A | PC | CENSUS 2020: ENSURING A FAIR AND ACCURATE COUNT IN IDAHO | $75,000 | |
| IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION | ||||||||
| 10301 NE GLISAN SREET | PORTLAND | OR | 97220 | N/A | PC | FINANCIAL LITERACY FOR NEWCOMERS | $125,000 | |
| IMMIGRANT DEVELOPMENT CENTER | ||||||||
| 810 4TH AVENUE SOUTH SUITE 100 | MOORHEAD | MN | 56560 | N/A | PC | RENEWAL SUPPORT FOR INTERNATIONAL MARKET PLAZA | $150,000 | |
| INDEPENDENT SECTOR | ||||||||
| 1602 L STREET NORTHWEST SUITE 900 | WASHINGTON | DC | 20036 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $12,500 | |
| INDIGENOUS PEOPLES TASK FORCE | ||||||||
| 1335 E 23RD STREET | MINNEAPOLIS | MN | 55404 | N/A | PC | GENERAL OPERATING AND PROGRAM GROWTH | $175,000 | |
| INTERFAITH ACTION OF GREATER SAINT PAUL | ||||||||
| 1671 SUMMIT AVENUE | ST PAUL | MN | 55105 | N/A | PC | COMMUNITY POWER-UP (CPU) | $35,000 | |
| INTERIM COMMUNITY DEVELOPMENT ASSOCIATION | ||||||||
| 310 MAYNARD AVE S | SEATTLE | WA | 98104 | N/A | PC | ECONOMIC EMPOWERMENT AND FINANCIAL LITERACY FOR REFUGEES AND IMMIGRANTS | $99,952 | |
| IOWA COUNCIL OF FOUNDATIONS | ||||||||
| 6919 VISTA DRIVE | WEST DES MOINES | IA | 502669309 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $350 | |
| ISLAMIC RESOURCE GROUP | ||||||||
| 3055 OLD HIGHWAY 8 | ST ANTHONY | MN | 55418 | N/A | PC | CHALLENGING BIAS AND ISLAMOPHOBIA ACROSS THE UPPER MIDWEST | $25,000 | |
| JEREMIAH PROGRAM | ||||||||
| 1510 LAUREL AVENUE | MINNEAPOLIS | MN | 55403 | N/A | PC | STAFF SERVICE DAY TEAM DISCRETIONARY GRANT | $6,000 | |
| JUMA VENTURES | ||||||||
| 131 STEUART STREET SUITE 201 | SAN FRANCISCO | CA | 94105 | N/A | PC | JUMA SEATTLE YOUTHCONNECT | $75,000 | |
| KAPOSIA | ||||||||
| 223 LITTLE CANADA ROAD SUITE 100 | LITTLE CANADA | MN | 551171325 | N/A | PC | VICE PRESIDENTIAL GRANT | $5,000 | |
| LEECH LAKE FINANCIAL SERVICES | ||||||||
| PO BOX 848 | CASS LAKE | MN | 56633 | N/A | PC | FINANCIAL SERVICES AND OPERATIONS | $50,000 | |
| LITERACY SOURCE | ||||||||
| 3200 NE 125TH ST | SEATTLE | WA | 98125 | N/A | PC | EDUCATION, EQUITY AND OPPORTUNITY FOR ALL | $25,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 202 WEST SUPERIOR STREET SUITE 301 | DULUTH | MN | 55802 | N/A | PC | CREATING A LEGACY OF WEALTH BUILDING IN DULUTH: ENTREPRENEURSHIP AND WORKFORCE COLLABORATION | $100,000 | |
| LOWER COLUMBIA COMMUNITY ACTION COUNCIL INCORPORATED | ||||||||
| 1526 COMMERCE AVENUE | LONGVIEW | WA | 98632 | N/A | PC | CAP PATHWAYS 2 INCLUSION | $126,300 | |
| LOWER PHALEN CREEK PROJECT | ||||||||
| 733 EAST SEVENTH STREET | ST PAUL | MN | 55106 | N/A | PC | STRATEGIC PLANNING RETREAT | $12,000 | |
| LUMMI COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | ||||||||
| PO BOX 1947 | FERNDALE | WA | 98248 | N/A | PC | FUELING NATIVE ECONOMIC DEVELOPMENT | $300,000 | |
| LUMMI COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | ||||||||
| PO BOX 1947 | FERNDALE | WA | 98248 | N/A | PC | INDIGENIZING PEER-TO-PEER TECHNICAL ASSISTANCE | $125,000 | |
| MAIN STREET PROJECT | ||||||||
| 105 4TH STREET EAST SUITE 213 | NORTHFIELD | MN | 550572047 | N/A | PC | REGENERATIVE AGRICULTURE IN SOUTHEAST MINNESOTA | $275,000 | |
| MANO A MANO | ||||||||
| 2921 SADDLE CLUB ST SE 1009 | SALEM | OR | 97317 | N/A | PC | RADIO PODER PROJECT | $50,000 | |
| MAZASKA OWECASO OTIPI FINANCIAL INC | ||||||||
| PO BOX 1996 | PINE RIDGE | SD | 57770 | N/A | PC | NATIVE AFFORDABLE HOUSING INITIATIVE | $125,000 | |
| MICRO ENTERPRISE SERVICES OF OREGON | ||||||||
| 4008 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | N/A | PC | ACCESS TO CAPITAL LEADING TO STABILITY AND SECURITY FOR SMALL BUSINESS OWNERS | $33,950 | |
| MIGIZI COMMUNICATIONS INC | ||||||||
| 3017 27TH AVE S | MINNEAPOLIS | MN | 55406 | N/A | PC | CENSUS 2020 OUTREACH | $15,000 | |
| MINNEAPOLIS AMERICAN INDIAN CENTER | ||||||||
| 1530 EAST FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | N/A | PC | GENERAL OPERATING AND CAPACITY BUILDING | $175,000 | |
| MINNEAPOLIS URBAN LEAGUE | ||||||||
| 2100 PLYMOUTH AVENUE NORTH | MINNEAPOLIS | MN | 55411 | N/A | PC | NORTH PLUS EXPANSION: BUILDING CLIENT AND COMMUNITY FINANCIAL CAPABILITY | $125,000 | |
| MINNESOTA COUNCIL ON FOUNDATIONS | ||||||||
| 800 WASHINGTON AVE N | MINNEAPOLIS | MN | 554011167 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $22,475 | |
| MINNESOTA COUNCIL ON FOUNDATIONS | ||||||||
| 800 WASHINGTON AVE N | MINNEAPOLIS | MN | 554011167 | N/A | PC | 2020 CENSUS ORGANIZING AND MOBILIZING IN MINNESOTA'S HISTORICALLY UNDERCOUNTED COMMUNITIES | $75,000 | |
| MINNESOTA EDUCATION EQUITY PARTNERSHIP | ||||||||
| 2233 UNIVERSITY AVE WEST 220 | ST PAUL | MN | 55114 | N/A | PC | MILLE LACS REGION EDUCATION EQUITY FOR ALL DINNER | $7,000 | |
| MINNESOTA FREEDOM FUND | ||||||||
| PO BOX 6398 | MINNEAPOLIS | MN | 55406 | N/A | PC | STAFF SERVICE DAY TEAM DISCRETIONARY GRANT | $6,000 | |
| MISSION INVESTORS EXCHANGE | ||||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 940401498 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $15,000 | |
| MONTANA COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 229 EAST MAIN STREET | MISSOULA | MT | 59802 | N/A | PC | UPLIFT AMERICA GENERAL OPERATING SUPPORT | $100,000 | |
| MONTANA COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 229 EAST MAIN STREET | MISSOULA | MT | 59802 | N/A | PC | UPLIFT AMERICA FUND (UNRESTRICTED NET ASSETS FOR CFRP PROJECS) | $23,200 | |
| MONTANA NONPROFIT ASSOCIATION | ||||||||
| PO BOX 1744 | HELENA | MT | 59624 | N/A | PC | ENGAGING MONTANA'S NONPROFITS IN CENSUS 2020 | $8,000 | |
| NACDC FINANCIAL SERVICES INC | ||||||||
| PO BOX 3029 | BROWNING | MT | 59417 | N/A | PC | SUPPORTING ECONOMIC DEVELOPMENT ON MONTANA RESERVATIONS WHILE STRIVING TO ACHIEVE ORGANIZATIONAL SELF-SUFFICIENCY | $125,000 | |
| NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS | ||||||||
| 910 17TH ST NW SUITE 500 | WASHINGTON | DC | 20006 | N/A | PC | ADVANCING POLICY TO UNLEASH THE ECONOMIC POTENTIAL OF LATINOS AND IMMIGRANTS | $250,000 | |
| NATIONAL COALITION FOR ASIAN PACIFIC AMERICAN COMMUNITY DEVELOPMENT | ||||||||
| 1825 SAN PABLO AVE SUITE 2 | OAKLAND | CA | 94612 | N/A | PC | EMPOWERMENT ECONOMICS | $100,000 | |
| NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY | ||||||||
| 1900 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $7,500 | |
| NATIONAL NATIVE AMERICAN HALL OF FAME | ||||||||
| 1720 10TH AVENUE SOUTH SUITE 4-299 | GREAT FALLS | MT | 59405 | N/A | PC | INSPIRATIONAL LEADERSHIP CURRICULA INTERVIEWS | $22,500 | |
| NATIVE AMERICAN ADVOCACY PROGRAM | ||||||||
| 30122 352ND AVE | HERRICK | SD | 575380277 | N/A | PC | LAKOTA YOUTH RISE: YOUTH-LED CULTURALLY-BASED SOCIAL ENTERPRISES | $50,000 | |
| NATIVE AMERICAN DEVELOPMENT CENTER | ||||||||
| 209 N 24TH ST SUITE A | BISMARCK | ND | 58501 | N/A | PC | FINANCIAL CAPABILITY FOR NATIVE AMERICANS IN NORTH DAKOTA | $80,000 | |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | ||||||||
| 17 N 26TH STREET | BILLINGS | MT | 59101 | N/A | PC | CENSUS 2020 COMPLETE COUNT FOR NATIVE AMERICANS RESIDING IN MONTANA | $60,000 | |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | ||||||||
| 17 N 26TH STREET | BILLINGS | MT | 59101 | N/A | PC | SPONSORSHIP OF 11TH ANNUAL CONFERENCE IN BILLINGS, MT | $5,000 | |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | ||||||||
| 17 N 26TH STREET | BILLINGS | MT | 59101 | N/A | PC | NADC CDFI CAPACITY BUILDING AND GROWTH | $100,000 | |
| NATIVE AMERICAN YOUTH AND FAMILY CENTER | ||||||||
| 5135 NE COLUMBIA BLVD | PORTLAND | OR | 97218 | N/A | PC | STRENGTHENING NATIVE ENTERPRISES | $150,000 | |
| NATIVE AMERICANS IN PHILANTHROPY | ||||||||
| 1000 ALAMEDA ST SUITE 116 | LOS ANGELES | CA | 90012 | N/A | PC | SPONSORSHIP OF 30TH ANNIVERSARY CELEBRATION AND SUMMIT | $5,000 | |
| NATIVE AMERICANS IN PHILANTHROPY | ||||||||
| 1000 ALAMEDA ST SUITE 116 | LOS ANGELES | CA | 90012 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $10,000 | |
| NATIVE CDFI NETWORK INC | ||||||||
| PO BOX 1827 | RAPID CITY | SD | 577091827 | N/A | PC | FUELING THE ENGINES OF NATIVE AMERICAN ECONOMIC OPPORTUNITY | $150,000 | |
| NATIVE GOVERNANCE CENTER | ||||||||
| 60 PLATO BOULEVARD EAST SUITE 400 | ST PAUL | MN | 55107 | N/A | PC | CENSUS OUTREACH IN MINNESOTA, NORTH DAKOTA AND SOUTH DAKOTA | $175,000 | |
| NATIVE360 LOAN FUND INC | ||||||||
| 211 W 3RD ST | GRAND ISLAND | NE | 68801 | N/A | PC | STRENGTHENING NATIVE OWNED BUSINESSES IN IOWA | $99,912 | |
| NATIVE360 LOAN FUND INC | ||||||||
| 211 W 3RD ST | GRAND ISLAND | NE | 68801 | N/A | PC | FUELING NATIVE ECONOMIC DEVELOPMENT | $100,000 | |
| NDN COLLECTIVE INC | ||||||||
| 317 MAIN STREET SUITE 1 | RAPID CITY | SD | 57701 | N/A | PC | CATALYTIC SUPPORT TO LAUNCH NDN FUND, A NATIVE CDFI | $125,000 | |
| NEIGHBORHOOD DEVELOPMENT CENTER INC | ||||||||
| 663 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55104 | N/A | PC | INTEGRATED BUSINESS SERVICES TO PROVIDE OPPORTUNITY FOR LOW-INCOME COMMUNITIES OF COLOR | $300,000 | |
| NEIGHBORHOOD FUNDERS GROUP | ||||||||
| 436 14TH STREET | OAKLAND | CA | 94610 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $2,500 | |
| NEIGHBORS INC | ||||||||
| 222 GRAND AVENUE WEST | SOUTH ST PAUL | MN | 55075 | N/A | PC | STAFF SERVICE DAY TEAM DISCRETIONARY GRANT | $7,000 | |
| NEW AVENUES FOR YOUTH INC | ||||||||
| 1220 SW COLUMBIA ST | PORTLAND | OR | 97201 | N/A | PC | EXPANDED ENTERPRISE OPPORTUNITIES FOR HIGH-BARRIERED YOUTH AND STRATEGIC BUSINESS GROWTH | $100,000 | |
| NEXUS COMMUNITY PARTNERS | ||||||||
| 2314 UNIVERSITY AVENUE WEST SUITE | ST PAUL | MN | 55114 | N/A | PC | SPONSORSHIP FOR 15TH ANNIVERSARY EVENT | $2,000 | 18 |
| NEXUS COMMUNITY PARTNERS | ||||||||
| 2314 UNIVERSITY AVENUE WEST SUITE | ST PAUL | MN | 55114 | N/A | PC | THE CULTIVATING WEALTH PROJECT | $200,000 | 18 |
| NIMIIPUU COMMUNITY DEVELOPMENT FUND | ||||||||
| PO BOX 114 | LAPWAI | ID | 83540 | N/A | PC | BUILDING ON STRENGTH: GROWING NCDF | $200,000 | |
| NIMIIPUU COMMUNITY DEVELOPMENT FUND | ||||||||
| PO BOX 114 | LAPWAI | ID | 83540 | N/A | PC | FUELING NATIVE ECONOMIC DEVELOPMENT | $50,000 | |
| NORTHSIDE ECONOMIC OPPORTUNITY NETWORK | ||||||||
| 1007 WEST BROADWAY AVENUE NORTH | MINNEAPOLIS | MN | 55411 | N/A | PC | CAPACITY BUILDING AND OPERATING SUPPORT | $100,000 | |
| NORTHWEST INDIAN COMMUNITY DEVELOPMENT CENTER | ||||||||
| 1819 BEMIDJI AVENUE NORTH | BEMIDJI | MN | 56601 | N/A | PC | RECLAIMING ANISHINAABE WORKFORCE | $75,000 | |
| NORTHWEST INDIAN COMMUNITY DEVELOPMENT CENTER | ||||||||
| 1819 BEMIDJI AVENUE NORTH | BEMIDJI | MN | 56601 | N/A | PC | SUPPORTING THE ANISHINAABEG NARRATIVE OF WORKFORCE DEVELOPMENT | $20,000 | |
| NORTHWEST NATIVE DEVELOPMENT FUND | ||||||||
| 504 FIR STREET | COULEE DAM | WA | 99116 | N/A | PC | SMALL BUSINESS FINANCING EXPLOSION; A NEW ERA BEGINS | $50,000 | |
| NORTHWEST NATIVE DEVELOPMENT FUND | ||||||||
| 504 FIR STREET | COULEE DAM | WA | 99116 | N/A | PC | FUELING NATIVE ECONOMIC DEVELOPMENT | $150,000 | |
| NWAF EMPLOYEE MATCHING GRANTS | ||||||||
| 60 PLATO BOULEVARD EAST SUITE 400 | ST PAUL | MN | 55107 | N/A | PC | NWAF EMPLOYEE MATCHING GRANTS | $23,093 | |
| NWAF EMPLOYEE VOLUNTEER MATCHING GRANTS | ||||||||
| 60 PLATO BOULEVARD EAST SUITE 400 | ST PAUL | MN | 55107 | N/A | PC | NWAF EMPLOYEE VOLUNTEER MATCHING GRANTS | $4,000 | |
| OCETI SAKOWIN POWER AUTHORITY | ||||||||
| 4236 MATHEWSON DRIVE NW | WASHINGTON | DC | 20011 | N/A | GOV | OCETI SAKOWIN POWER AUTHORITY OPERATIONS | $35,000 | |
| ONEAMERICA | ||||||||
| 1225 SOUTH WELLER STREET SUITE 430 | SEATTLE | WA | 98144 | N/A | PC | ADVANCING RACIAL EQUITY IN KING COUNTY'S WORKFORCE DEVELOPMENT SYSTEM | $50,000 | |
| OPPORTUNITY LINK | ||||||||
| 339 3RD STREET | HAVRE | MT | 59501 | N/A | PC | BUILDING VIBRANT COMMUNITIES: REGIONAL PARTNERSHIPS FOR LOCAL PROSPERITY | $153,527 | |
| OREGON NATIVE AMERICAN CHAMBER | ||||||||
| 4445 SW BARBUR BLVD STE 102 | PORTLAND | OR | 97239 | N/A | PC | RECLAIMING THE ECONOMIC BENEFITS OF NATIVE ASSETS AND RE-VISIONING HEALTHY TRIBAL ECONOMIES | $80,000 | |
| PEAK GRANTMAKING INC | ||||||||
| 1666 K STREET NW | WASHINGTON | DC | 20006 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $3,000 | |
| PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT | ||||||||
| PO BOX 405 | ASHLAND | MT | 59003 | N/A | PC | MORNING STAR FINANCIAL RESOURCES | $125,000 | |
| PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT | ||||||||
| PO BOX 405 | ASHLAND | MT | 59003 | N/A | PC | FUELING NATIVE ECONOMIC DEVELOPMENT | $100,000 | |
| PHILANTHROFUND FOUNDATION | ||||||||
| 2801 21ST AVE S SUITE 132B | MINNEAPOLIS | MN | 55407 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PHILANTHROPY NORTHWEST | ||||||||
| 2101 4TH AVENUE SUITE 650 | SEATTLE | WA | 98121 | N/A | PC | 2019 ANNUAL MEMBERSHIP DUES | $23,905 | |
| PHILANTHROPY NORTHWEST | ||||||||
| 2101 4TH AVENUE SUITE 650 | SEATTLE | WA | 98121 | N/A | PC | WASHINGTON CENSUS EQUITY FUND | $125,000 | |
| PHILANTHROPY NORTHWEST | ||||||||
| 2101 4TH AVENUE SUITE 650 | SEATTLE | WA | 98121 | N/A | PC | PHILANTHROPY NORTHWEST CATALYST CAMPAIGN | $250,000 | |
| PLENTY DOORS COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 1061 | CROW AGENCY | MT | 59022 | N/A | PC | BUILDING ORGANIZATION CAPACITY | $60,000 | |
| PREPARE AND PROSPER | ||||||||
| 2610 UNIVERSITY AVENUE WEST SUITE | ST PAUL | MN | 55114 | N/A | PC | HELPING LOW-INCOME MINNESOTANS BUILD BRIGHTER FINANCIAL FUTURES | $225,000 | 450 |
| PRIDE FOUNDATION | ||||||||
| 2014 E MADISON STREET SUITE 300 | SEATTLE | WA | 98122 | N/A | PC | RAPID RESPONSE FUNDING FOR LGBTQ+ COMMUNITIES IN THE NORTHWEST | $50,000 | |
| PROPEL NONPROFITS | ||||||||
| 1 SE MAIN STREET SUITE 600 | MINNEAPOLIS | MN | 554141036 | N/A | PC | BUILDING CAPACITY - FISCAL SPONSOR OF MINNESOTA INDIGENOUS BUSINESS ALLIANCE | $75,000 | |
| PROPEL NONPROFITS | ||||||||
| 1 SE MAIN STREET SUITE 600 | MINNEAPOLIS | MN | 554141036 | N/A | PC | RESEARCH AND DESIGN FOR CDFI CAPACITY-BUILDING COHORT PROGRAMMING | $75,000 | |
| PROSPERITY NOW | ||||||||
| 1200 G STREET NW | WASHINGTON | DC | 20005 | N/A | PC | LEARNING AND CONNECTIONS TO ADVANCE PROSPERITY IN THE NORTHWEST | $25,000 | |
| PROSPERITY NOW | ||||||||
| 1200 G STREET NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT DURING LEADERSHIP TRANSITION - NEW ERA FUND | $100,000 | |
| REGION FIVE DEVELOPMENT COMMISSION | ||||||||
| 200 1ST STREET NE SUITE 2 | STAPLES | MN | 56479 | N/A | GOV | WELCOMING COMMUNITIES VALUE CHAIN DEVELOPMENT THROUGH EQUITABLE SYSTEMS CHANGE | $387,000 | |
| ROSEBUD ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 27565 RESEARCH PARK DRIVE | MISSION | SD | 57555 | N/A | GOV | 3 SISTERS STRATEGY AND 7 GENERATION PLAN FOR SOCIOECONOMIC WELLNESS | $75,000 | |
| ROSEBUD ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 27565 RESEARCH PARK DRIVE | MISSION | SD | 57555 | N/A | GOV | FISCAL SPONSOR FOR TATANKA FUNDS - RENEWAL SUPPORT | $15,100 | |
| ROSEBUD ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 27565 RESEARCH PARK DRIVE | MISSION | SD | 57555 | N/A | GOV | WORKFORCE DEVELOPMENT INITIATIVE | $190,000 | |
| RURAL COMMUNITY DEVELOPMENT RESOURCES | ||||||||
| 24 S 3RD AVE | YAKIMA | WA | 98902 | N/A | PC | INCREASING ASSETS THROUGH BUSINESS CAPACITY IN RURAL WASHINGTON | $50,000 | |
| RURAL ELECTRIC ECONOMIC DEVELOPMENT INC | ||||||||
| 211 SOUTH HARTH AVENUE | MADISON | SD | 57042 | N/A | PC | UPLIFT AMERICA UNRESTRICTED NET ASSETS | $56,250 | |
| SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA | ||||||||
| 349 MESKWAKI RD | TAMA | IA | 52339 | N/A | GOV | SUPPORTING COMMUNITY AND WORKFORCE DEVELOPMENT TO BUILD A SUSTAINABLE TRIBAL ECONOMY | $75,900 | |
| SISSETON-WAHPETON OYATE OF THE LAKE TRAVERSE RESERVATION | ||||||||
| PO BOX 509 | AGENCY VILLAGE | SD | 572620509 | N/A | GOV | MAZASKA WOHA PROJECT | $105,522 | |
| SOLID GROUND WASHINGTON | ||||||||
| 1501 N 45TH ST | SEATTLE | WA | 98103 | N/A | PC | POVERTY ACTIONS STATEWIDE ORGANIZING AND ADVOCACY FOR LOW-INCOME COMMUNITIES OF COLOR | $87,500 | |
| SPIRIT OF PEACE UNITED CHURCH OF CHRIST OF SIOUX FALLS | ||||||||
| PO BOX 600 | SIOUX FALLS | SD | 57101 | N/A | PC | FISCAL SPONSOR FOR SOUTH DAKOTA VOICES FOR PEACE: UNDERSTANDING ISLAMOPHOBIA AND LEGAL SERVICES CAPACITY BUILDING | $25,000 | |
| STANDING ROCK COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| SBC ENTREPRENEURIAL CENTER OFFICE | FORT YATES | ND | 58538 | N/A | PC | WOAWAGLAKE - TO CARE FOR AND GIVE PROTECTION | $205,000 | 9299 HIGHWAY 24 SUITE 128 |
| SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS | ||||||||
| 601 E ARRELLAGA STREET SUITE 101 | SANTA BARBARA | CA | 93103 | N/A | PC | 2019 MEMBERSHIP DUES | $8,000 | |
| TAALA FUND | ||||||||
| 4471 STATE ROUTE 109 | PACIFIC BEACH | WA | 98571 | N/A | PC | CREATING NEW PRODUCTS AND STRENGTHENING CAPACITY | $116,350 | |
| TAALA FUND | ||||||||
| 4471 STATE ROUTE 109 | PACIFIC BEACH | WA | 98571 | N/A | PC | FUELING NATIVE ECONOMIC DEVELOPMENT | $125,000 | |
| TAKEACTION MINNESOTA EDUCATION FUND | ||||||||
| 705 RAYMOND AVE | ST PAUL | MN | 55114 | N/A | PC | FISCAL SPONSOR FOR BLACK VISIONS COLLECTIVE: ADDRESSING ROOT CAUSES OF RACIAL AND ECONOMIC INJUSTICE IN MN | $50,000 | |
| THE DIRECTORS COUNCIL | ||||||||
| 1401 CENTER STREET | DES MOINES | IA | 50314 | N/A | PC | ONE ECONOMY 2.0 | $263,000 | |
| THE FAMILY PARTNERSHIP | ||||||||
| 414 SOUTH 8TH STREET | MINNEAPOLIS | MN | 55404 | N/A | PC | RECOGNITION OF BOARD OF DIRECTOR SERVICE UPON RETIREMENT | $1,000 | |
| THE LAKOTA FUND INCORPORATED | ||||||||
| PO BOX 340 | KYLE | SD | 57752 | N/A | PC | EXPANDING BUSINESS LENDING | $150,000 | |
| THE LAKOTA FUND INCORPORATED | ||||||||
| PO BOX 340 | KYLE | SD | 57752 | N/A | PC | LAKOTA LIVESTOCK LENDING PROJECT | $250,000 | |
| THE LAKOTA FUND INCORPORATED | ||||||||
| PO BOX 340 | KYLE | SD | 57752 | N/A | PC | FISCAL SPONSOR FOR SOUTH DAKOTA NATIVE HOMEOWNERSHIP COALITION: SUSTAINABILITY STRATEGY INITIATIVE | $100,000 | |
| THE MONTANA RACIAL EQUITY PROJECT | ||||||||
| PO BOX 11885 | BOZEMAN | MT | 59719 | N/A | PC | SPONSORSHIP OF "2019 RACE AND EQUITY IN MONTANA" CONFERENCE | $10,000 | |
| THE SAINT PAUL FOUNDATION | ||||||||
| 101 FIFTH STREET EAST SUITE 2400 | ST PAUL | MN | 55101 | N/A | PC | COLLEGE BOUND SAINT PAUL | $200,000 | |
| THUNDER VALLEY COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 290 EMPOWERMENT DRIVE | PORCUPINE | SD | 57772 | N/A | PC | ECOSYSTEM OF OPPORTUNITY: BUILDING COMMUNITY POWER | $397,805 | |
| TIWAHE FOUNDATION | ||||||||
| 2801 21ST AVENUE SOUTH SUITE 132F | MINNEAPOLIS | MN | 55407 | N/A | PC | SPONSORSHIP FOR 2019 CIRCLE OF GIVING: HONORING COMMUNITY WISDOM | $5,000 | |
| UJAMAA PLACE | ||||||||
| 1821 UNIVERSITY AVE SUITE N257 | ST PAUL | MN | 55104 | N/A | PC | CULTURALLY FOCUSED FINANCIAL LITERACY PROGRAM STABILIZATION | $150,000 | |
| UJAMAA PLACE | ||||||||
| 1821 UNIVERSITY AVE SUITE N257 | ST PAUL | MN | 55104 | N/A | PC | EXPANDING WORK OPPORTUNITIES FOR FORMERLY INCARCERATED YOUNG AFRICAN AMERICAN MEN | $100,000 | |
| UNITED WAY OF THE COLUMBIA-WILLAMETTE | ||||||||
| 619 SW 11TH AVE | PORTLAND | OR | 97205 | N/A | PC | OREGON CENSUS EQUITY FUND | $125,000 | |
| URBAN VENTURES LEADERSHIP FOUNDATION | ||||||||
| 2924 4TH AVENUE SOUTH | MINNEAPOLIS | MN | 55408 | N/A | PC | VICE PRESIDENTIAL GRANT | $3,000 | |
| URBAN VENTURES LEADERSHIP FOUNDATION | ||||||||
| 2924 4TH AVENUE SOUTH | MINNEAPOLIS | MN | 55408 | N/A | PC | STAFF SERVICE DAY TEAM DISCRETIONARY GRANT | $1,000 | |
| VENTURES | ||||||||
| 2100 24TH AVE S STE 380 | SEATTLE | WA | 98144 | N/A | PC | SEATTLE'S ONLY MICROENTERPRISE DEVELOPMENT PROGRAM FOR LOW-INCOME ENTREPRENEURS | $300,000 | |
| VENTURES | ||||||||
| 2100 24TH AVE S STE 380 | SEATTLE | WA | 98144 | N/A | PC | LOAN FUNDS FOR UNDERSERVED ENTREPRENEURS | $100,000 | |
| VERDE | ||||||||
| 6899 NE COLUMBIA BLVD SUITE A | PORTLAND | OR | 97218 | N/A | PC | BUILDING A COHESIVE LIVING CULLY ENERGY AND ANTI-DISPLACEMENT INITIATIVE | $100,000 | |
| WARM SPRINGS COMMUNITY ACTION TEAM | ||||||||
| PO BOX 1419 | WARM SPRINGS | OR | 97761 | N/A | PC | ENHANCING FINANCIAL CAPACITY ON THE WARM SPRINGS RESERVATION | $130,000 | |
| WESTERN NATIVE VOICE | ||||||||
| 23 BROADWAY NORTH SUITE 101 | FARGO | ND | 58102 | N/A | PC | FISCAL SPONSOR OF NORTH DAKOTA NATIVE VOTE: CENSUS OUTREACH IN NORTH DAKOTA NATIVE COMMUNITIES | $75,000 | |
| WESTERN NATIVE VOICE | ||||||||
| 23 BROADWAY NORTH SUITE 101 | FARGO | ND | 58102 | N/A | PC | CENSUS OUTREACH IN MONTANA NATIVE COMMUNITIES | $150,000 | |
| WHITE EARTH INVESTMENT INITIATIVE | ||||||||
| 407 MAIN STREET EAST | OGEMA | MN | 565690038 | N/A | PC | LOAN PROCESSOR AND LOAN FUND | $50,000 | |
| WINROCK INTERNATIONAL INSTITUTE FOR AGRICULTURAL DEVELOPMENT | ||||||||
| 2101 RIVERFRONT DRIVE | LITTLE ROCK | AR | 72202 | N/A | PC | RESEARCH AND DEVELOPMENT: COMMUNITY-BASED FOOD SYSTEMS IN THE FOUNDATION'S REGION | $60,000 | |
| YWCA OF MINNEAPOLIS | ||||||||
| 1130 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | N/A | PC | CIRCLE OF WOMEN EVENT: VICE PRESIDENTIAL SPONSORSHIP | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,564,141 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BII GII WIIN COMMUNITY DEVELOPMENT LOAN FUND | ||||||||
| 1113 EAST FRANKLIN AVENUE SUITE 200 | MINNEAPOLIS | MN | 55404 | N/A | PC | BUSINESS LAB, LENDING AND CAPACITY BUILDING | $50,000 | |
| BUILD WEALTH MN INC | ||||||||
| 2100 PLYMOUTH AVE N SUITE 104 | MINNEAPOLIS | MN | 55411 | N/A | PC | PATHWAYS TO FINANCIAL INCLUSION | $250,000 | |
| CAPI USA | ||||||||
| 5930 BROOKLYN BOULEVARD | BROOKLYN CENTER | MN | 55429 | N/A | PC | ECONOMIC EMPOWERMENT SERVICES | $100,000 | |
| CHEYENNE RIVER YOUTH PROJECT | ||||||||
| PO BOX 410 EAST LINCOLN STREET | EAGLE BUTTE | SD | 57625 | N/A | PC | GROWING SEVENTH GENERATION LEADERS | $100,000 | |
| COMMUNITY OPPORTUNITIES INC | ||||||||
| 23751 HIGHWAY 30 | CARROLL | IA | 51401 | N/A | PC | PATHWAYS TO FINANCIAL INCLUSION | $104,798 | |
| COMUNIDADES LATINAS UNIDAS EN SERVICIO (CLUES) | ||||||||
| 797 EAST 7TH STREET | ST PAUL | MN | 55106 | N/A | PC | ECONOMIC VITALITY | $150,000 | |
| DREAM OF WILD HEALTH | ||||||||
| 1308 EAST FRANKLIN AVENUE SUITE 203 | MINNEAPOLIS | MN | 55404 | N/A | PC | REBUILDING AN INDIGENOUS FOOD SYSTEM | $100,000 | |
| FIRST NATIONS OWEESTA CORPORATION | ||||||||
| 2432 MAIN ST | LONGMONT | CO | 80501 | N/A | PC | NATIVE CDFI CAPITALIZATION | $200,000 | |
| FIRST PEOPLES FUND | ||||||||
| 706 WEST BOULEVARD | RAPID CITY | SD | 57701 | N/A | PC | GROWING AND STRENGTHENING THE INDIGENOUS ARTS ECOLOGY | $225,000 | |
| IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION | ||||||||
| 10301 NE GLISAN SREET | PORTLAND | OR | 97220 | N/A | PC | FINANCIAL LITERACY FOR NEWCOMERS | $125,000 | |
| IMMIGRANT DEVELOPMENT CENTER | ||||||||
| 810 4TH AVENUE SOUTH SUITE 100 | MOORHEAD | MN | 56560 | N/A | PC | RENEWAL SUPPORT FOR INTERNATIONAL MARKET PLAZA | $50,000 | |
| INTERIM COMMUNITY DEVELOPMENT ASSOCIATION | ||||||||
| 310 MAYNARD AVE S | SEATTLE | WA | 98104 | N/A | PC | ECONOMIC EMPOWERMENT AND FINANCIAL LITERACY FOR REFUGEES AND IMMIGRANTS | $99,952 | |
| ISLAMIC RESOURCE GROUP | ||||||||
| 3055 OLD HIGHWAY 8 | ST ANTHONY | MN | 55418 | N/A | PC | CHALLENGING BIAS AND ISLAMOPHOBIA ACROSS THE UPPER MIDWEST | $25,000 | |
| LEECH LAKE FINANCIAL SERVICES | ||||||||
| PO BOX 848 | CASS LAKE | MN | 56633 | N/A | PC | FINANCIAL SERVICES AND OPERATIONS | $50,000 | |
| LUMMI COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | ||||||||
| PO BOX 1947 | FERNDALE | WA | 98248 | N/A | PC | INDIGENIZING PEER-TO-PEER TECHNICAL ASSISTANCE | $125,000 | |
| MINNEAPOLIS URBAN LEAGUE | ||||||||
| 2100 PLYMOUTH AVENUE NORTH | MINNEAPOLIS | MN | 55411 | N/A | PC | BUILDING CLIENT AND COMMUNITY FINANCIAL CAPABILITY | $125,000 | |
| NATIONAL COALITION FOR ASIAN PACIFIC AMERICAN COMMUNITY DEVELOPMENT | ||||||||
| 1825 SAN PABLO AVE SUITE 2 | OAKLAND | CA | 94612 | N/A | PC | EMPOWERMENT ECONOMICS | $100,000 | |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | ||||||||
| 17 N 26TH STREET | BILLINGS | MT | 59101 | N/A | PC | NADC CDFI CAPACITY BUILDING AND GROWTH | $80,000 | |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | ||||||||
| 17 N 26TH STREET | BILLINGS | MT | 59101 | N/A | PC | NADC CDFI CAPACITY BUILDING AND GROWTH | $60,000 | |
| NIMIIPUU COMMUNITY DEVELOPMENT FUND | ||||||||
| PO BOX 114 | LAPWAI | ID | 83540 | N/A | PC | FUELING NATIVE ECONOMIC DEVELOPMENT | $50,000 | |
| NIMIIPUU COMMUNITY DEVELOPMENT FUND | ||||||||
| PO BOX 114 | LAPWAI | ID | 83540 | N/A | PC | BUILDING ON STRENGTH: GROWING NCDF | $50,000 | |
| NORTHSIDE ECONOMIC OPPORTUNITY NETWORK | ||||||||
| 1007 WEST BROADWAY AVENUE NORTH | MINNEAPOLIS | MN | 55411 | N/A | PC | CAPACITY BUILDING AND OPERATING SUPPORT | $100,000 | |
| ONEAMERICA | ||||||||
| 1225 SOUTH WELLER STREET SUITE 430 | SEATTLE | WA | 98144 | N/A | PC | ADVANCING RACIAL EQUITY IN KING COUNTY'S WORKFORCE DEVELOPMENT SYSTEM | $50,000 | |
| PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT | ||||||||
| PO BOX 405 | ASHLAND | MT | 59003 | N/A | PC | MORNING STAR FINANCIAL RESOURCES | $125,000 | |
| SISSETON-WAHPETON OYATE OF THE LAKE TRAVERSE RESERVATION | ||||||||
| PO BOX 509 | AGENCY VILLAGE | SD | 572620509 | N/A | GOV | MAZASKA WOHA PROJECT | $105,521 | |
| SOLID GROUND WASHINGTON | ||||||||
| 1501 N 45TH ST | SEATTLE | WA | 98103 | N/A | PC | STATEWIDE ORGANIZING & ADVOCACY FOR LOW-INCOME COMMUNITIES OF COLOR | $87,500 | |
| STANDING ROCK COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| SBC ENTREPRENEURIAL CENTER OFFICE | FORT YATES | ND | 58538 | N/A | PC | WOAWAGLAKE - TO CARE FOR AND GIVE PROTECTION | $195,000 | 9299 HIGHWAY 24 SUITE 128 |
| THE DIRECTORS COUNCIL | ||||||||
| 1401 CENTER STREET | DES MOINES | IA | 50314 | N/A | PC | ONE ECONOMY 2.0 | $176,550 | |
| UJAMAA PLACE | ||||||||
| 1821 UNIVERSITY AVE SUITE N257 | ST PAUL | MN | 55104 | N/A | PC | CULTURALLY FOCUSED FINANCIAL LITERACY PROGRAM STABILIZATION | $100,000 | |
| VENTURES | ||||||||
| 2100 24TH AVE S STE 380 | SEATTLE | WA | 98144 | N/A | PC | MICROENTERPRISE DEVELOPMENT PROGRAM FOR LOW-INCOME ENTREPRENEURS | $100,000 | |
| WARM SPRINGS COMMUNITY ACTION TEAM | ||||||||
| PO BOX 1419 | WARM SPRINGS | OR | 97761 | N/A | PC | ENHANCING FINANCIAL CAPACITY ON THE WARM SPRINGS RESERVATION | $130,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,389,321 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI INTEREST | Desc |
| Related Or Exempt Function Incm | $182,040 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,443,319 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,826,902 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,270,221 | ExclusionAmt |
| Related Or Exempt Function Incm | $182,040 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,452,261 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | PROGRAM-RELATED INVESTMENTS CONSIST OF DEBT AND EQUITY POSITIONS IN ORGANIZATIONS THAT CONDUCT ACTIVITIES THAT FULFILL THE CHARITABLE PURPOSES OF THE FOUNDATION. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERAL HOME LOAN BANK OF DES MOINES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 WALNUT ST STE 1900 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $617,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $49,947 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,947 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| MONTANA COMMUNITY DEVELOPMENT CORPORATION - INCREASING CAPITAL FOR DISADVANTAGED ENTREPRENEURS AND BUSINESS OWNERS | $1,000,000 |
| WHITE EARTH INVESTMENT INITIATIVE - CDFI LENDING | $500,000 |
| COMMUNITY LENDINGWORKS - EXPANSION OF SMALL BUSINESS, RURAL AND MISSION-DRIVEN LENDING | $400,000 |
| NORTHWEST NATIVE DEVELOPMENT FUND - ACCESS TO CAPITAL FOR NATIVE AMERICAN BUSINESS OWNERS | $175,000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN EAGLE FEDERAL CREDIT UNION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1432 BOIS FORTE ROAD | AddressLine1Txt |
| City | TOWER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-11-28 | GrantDt |
| Grant | $44,198 | GrantAmt |
| Purpose Of Grant | TO SUPPORT INDIVIDUAL AND GROUP FINANCIAL COUNSELING, FINANCIAL EMPOWERMENT WORKSHOPS, AND THE DEVELOPMENT OF A STRATEGIC PLAN FOR GRANTEE'S FINANCIAL EDUCATION PROGRAMMING. | PurposeOfGrantTxt |
| Expended By Grantee | $44,198 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | SEPTEMBER 25, 2019 FOR THE PERIOD JANUARY 1 - DECEMBER 31 2019 | DatesOfReportsByGranteeTxt |
| Verification | 2019-10-01 | VerificationDt |
| Results Of Verification | N/A | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AG DIVERSIFIED CREDIT STRATEGIES | $2,122,065 | $2,122,065 |
| AG DLI I, L.P | $5,415,005 | $5,415,005 |
| AG DLI II, L.P | $2,798,539 | $2,798,539 |
| AG DLI III, L.P | $2,793,717 | $2,793,717 |
| CASTLELAKE IV, L.P. | $10,872,293 | $10,872,293 |
| CASTLELAKE V, L.P. | $7,274,940 | $7,274,940 |
| CTF CORE BOND PLUS | $3,367,246 | $3,367,246 |
| CUBEX | $1,250,000 | $1,250,000 |
| HCAP PARTNERS III, L.P | $1,893,440 | $1,893,440 |
| HCAP PARTNERS IV, L.P | $2,537,526 | $2,537,526 |
| KAYNE CREDIT OPPORTUNITIES FUND (QP) LP | $2,847,883 | $2,847,883 |
| WTC CTF EMERGING LOCAL DEBT FUND | $10,433,403 | $10,433,403 |
| WTC-CTF GLOBAL TOTAL RETURN | $15,739,363 | $15,739,363 |
| ZETLAND SPECIAL SITUATIONS FEEDER FUND I, L.P. | $2,645,761 | $2,645,761 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (89 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACACIA RESEARCH CORP | $81,928 | $81,928 |
| ADAGE CAPITAL MGMT | $58,787,288 | $58,787,288 |
| ADAMS STREET 2003 U.S. FUND, L.P. | $1,820,789 | $1,820,789 |
| ADAMS STREET 2003 NON-U.S. FUND, L.P. | $564,930 | $564,930 |
| ADAMS STREET 2005 NON-U.S. FUND, L.P. | $573,484 | $573,484 |
| ADAMS STREET 2007 DIRECT FUND, L.P. | $1,749,216 | $1,749,216 |
| ADAMS STREET 2009 NON-U.S. EMERGING MARKETS FUND, L.P. | $1,734,857 | $1,734,857 |
| ADAMS STREET 2009 DIRECT FUND, L.P. | $914,304 | $914,304 |
| ANTARES PHARMA INC | $175,310 | $175,310 |
| ARLO TECHNOLOGIES INC | $149,876 | $149,876 |
| AXOGEN INC | $168,166 | $168,166 |
| B RILEY FINL INC | $231,656 | $231,656 |
| BAILLIE GIFFORD GLOBAL AL | $33,096,975 | $33,096,975 |
| BARNES&NOBLE INC | $134,505 | $134,505 |
| BLACKROCK EUROPEAN HEDGE | $12,710,792 | $12,710,792 |
| BLACKROCK LONG TERM PRIVATE CAPITAL SCSP | $5,083,029 | $5,083,029 |
| BOOT BARN HOLDINGS INC | $378,505 | $378,505 |
| CAI INTL INC | $185,472 | $185,472 |
| CALIX INC | $101,352 | $101,352 |
| CARDLYTICS INC | $305,499 | $305,499 |
| CARRIAGE SVCS INC COM | $232,448 | $232,448 |
| CATCHMARK TIMBER TR INC CL A CL A | $184,667 | $184,667 |
| CLEAN ENERGY FUELS CORP | $116,532 | $116,532 |
| COMMONFUND CAPITAL SECONDARY PARTNERS 2015, L.P. | $5,801,644 | $5,801,644 |
| COMMONFUND CAPITAL SECONDARY PARTNERS II, LP | $3,235,722 | $3,235,722 |
| CORBUS PHARMACEUTICALS | $103,194 | $103,194 |
| CORNERSTONE BLDG BRANDS INC | $213,601 | $213,601 |
| CROSS CTRY HEALTHCARE INC | $206,836 | $206,836 |
| CUTERA INC | $145,926 | $145,926 |
| DEL TACO RESTAURANTS INC | $111,460 | $111,460 |
| DFA INTL SMALL CAP VALUE PORTFOLIO | $17,017,904 | $17,017,904 |
| DIEBOLD NIXDORF INC | $216,480 | $216,480 |
| DRIVE SHACK INC | $125,904 | $125,904 |
| E L F BEAUTY INC | $200,012 | $200,012 |
| ENTRAVISION COMMUNICATIONS CORP CL A CL A | $110,040 | $110,040 |
| EVERI HOLDINGS INC | $320,977 | $320,977 |
| EVERQUOTE INC CL A CL A | $158,869 | $158,869 |
| EXANTAS CAPITAL CORP | $209,037 | $209,037 |
| EXPRESS INC | $131,003 | $131,003 |
| FERROGLOBE PLC COM NPV | $7,402 | $7,402 |
| FLOTEK INDUSTRIES INC | $98,600 | $98,600 |
| FRESHPET INC | $177,270 | $177,270 |
| GAIN CAPITAL HOLDINGS INC | $72,490 | $72,490 |
| GLOBAL EAGLE | $30,050 | $30,050 |
| GLOBAL EMERGING MARKETS DISCOVERY FUND | $31,919,417 | $31,919,417 |
| GLOBAL EAGLE ENTERTAINMENT | $196,044 | $196,044 |
| GRANITE EQUITY LLC | $7,351,547 | $7,351,547 |
| HC2 HLDGS INC | $134,974 | $134,974 |
| HEXAVEST ACWI | $31,059,873 | $31,059,873 |
| IMMERSION CORPORATION | $112,193 | $112,193 |
| INTERNAP CORP | $186,719 | $186,719 |
| INTREPID POTASH INC | $138,908 | $138,908 |
| INVEST NORTHWEST, LP | $1,412,540 | $1,412,540 |
| INVESTORS REAL ESTATE | $237,075 | $237,075 |
| KALEIDOSCOPE PRISM OFFSHORE | $18,730,408 | $18,730,408 |
| KLS SPECIAL SITUATIONS FUND | $298,936 | $298,936 |
| LANDEC CORP | $144,202 | $144,202 |
| LIMELIGHT NETWORKS INC | $183,192 | $183,192 |
| LIMONEIRA CO | $98,073 | $98,073 |
| LINDBLAD EXPEDITIONS HOLDINGS | $132,926 | $132,926 |
| LSB INDS INC | $112,980 | $112,980 |
| MONDRIAN EM MKT SM CP EQ | $7,541,958 | $7,541,958 |
| NATURAL GROCERS BY VITAMIN | $190,491 | $190,491 |
| NN INC | $49,256 | $49,256 |
| NORDIC AMERICAN TANKERS LIMITED | $182,532 | $182,532 |
| PACIFIC ETHANOL INC | $43,745 | $43,745 |
| PARAMETRIC PIOS COLLATERAL | $5,444,474 | $5,444,474 |
| PDL BIOPHARMA INC | $254,733 | $254,733 |
| PLAYAGS INC | $166,181 | $166,181 |
| POTBELLY CORP | $139,935 | $139,935 |
| REALNETWORKS INC | $36,200 | $36,200 |
| RED ROBIN GOURMET BURGERS INC | $75,946 | $75,946 |
| RUBICON PROJECT INC | $323,952 | $323,952 |
| SCORE INC | $178,334 | $178,334 |
| SECOND ALPHA PARTNERS IV, LP | $2,395,815 | $2,395,815 |
| SIENTRA INC | $147,510 | $147,510 |
| SMITH MICRO SOFTWARE INC | $72,834 | $72,834 |
| SOUTH DAKOTA EQUITY PARTNERS | $1,136,510 | $1,136,510 |
| SPARTAN MTRS INC | $142,832 | $142,832 |
| STAGE STORES INC | $257,404 | $257,404 |
| STONE ARCH CAPITAL III LP | $2,722,503 | $2,722,503 |
| TECHTARGET INC | $181,526 | $181,526 |
| TITAN INTERNATIONAL INC | $119,949 | $119,949 |
| TUESDAY MORNING CORP | $81,030 | $81,030 |
| UNIFI INC | $169,242 | $169,242 |
| VERDAD LEVERAGED COMPANY FUND, L.P. | $12,191,788 | $12,191,788 |
| VERSO CORP | $393,054 | $393,054 |
| W&T OFFSHORE INC | $264,656 | $264,656 |
| WIDEOPENWEST INC | $173,702 | $173,702 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANCE FUND II, L.P. | FMV | $4,344,161 | $4,344,161 |
| BLACKROCK TEMPUS FUND, LTD | FMV | $1,063,149 | $1,063,149 |
| CASTLELAKE AVIATION III S | FMV | $10,108,503 | $10,108,503 |
| COMMONFUND CAPITAL NAT RESOURCES | FMV | $16,034,353 | $16,034,353 |
| EATON VANCE COMMODITY CTF | FMV | $6,470,332 | $6,470,332 |
| KALEIDOSCOPE FRACTAL FUND LP - CLASS A ONSHORE | FMV | $10,227,566 | $10,227,566 |
| KALEIDOSCOPE SPECTRUM | FMV | $7,945,684 | $7,945,684 |
| KINGSTOWN PARTNERS L.P. | FMV | $9,905,460 | $9,905,460 |
| LES BORDES, LP | FMV | $2,096,816 | $2,096,816 |
| MULTI-ALTERNATIVE OPPORTUNITIES FUND (B) LP | FMV | $1,768,429 | $1,768,429 |
| PREFERRED GROWTH LLC | FMV | $6,461,722 | $6,461,722 |
| ROUNDSHIELD 1 CO-INVEST 1 | FMV | $1,346,350 | $1,346,350 |
| RS FEEDER III, LP | FMV | $3,142,207 | $3,142,207 |
| RS FEEDER FUND I, LP | FMV | $2,301,667 | $2,301,667 |
| RS FEEDER FUND II, LP | FMV | $6,660,063 | $6,660,063 |
| THE WINTON FD LTD - TRANCHE F SH | FMV | $11,571,791 | $11,571,791 |
| WILLIAM BLAIR MACRO ALLOCATION | FMV | $9,996,691 | $9,996,691 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $2,255,346 | $1,931,758 | $323,588 | $323,588 |
| COMPUTER HARDWARE AND SOFTWARE | $416,672 | $413,304 | $3,368 | $3,368 |
| FURNITURE AND EQUIPMENT | $702,270 | $643,927 | $58,343 | $58,343 |
| MINERAL RIGHTS | $40,156 | $0 | $40,156 | $40,156 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $89,803 | LegalFeesAmt |
| Net Investment Income | $52,661 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,975 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $6,736,063 | $10,262,908 | $10,262,908 |
| ACCRUED INVESTMENT INCOME | $29,490 | $426,466 | $426,466 |
| SECURITIES SETTLEMENT RECEIVABLE | $2,720,545 | $4,083,631 | $4,083,631 |
| FEDERAL EXCISE TAX RECEIVABLE | $0 | $252,776 | $252,776 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER CONTRACTED SERVICES | $414,539 | $36,460 | $371,668 |
| MARKETING & ADVERTISING SERVICES | $7,368 | $0 | $9,070 |
| COMMUNICATION SERVICES | $35,492 | $600 | $36,492 |
| POSTAGE/DELIVERY SERVICES | $1,606 | $532 | $625 |
| REPAIR & MAINTENANCE | $49,632 | $0 | $47,100 |
| GENERAL SUPPLIES & MATERIALS | $16,804 | $161 | $15,032 |
| SUBSCRIPTIONS & PUBLICATIONS | $8,331 | $1,576 | $5,880 |
| TECHNOLOGY EQUIPMENT | $29,496 | $0 | $3,412 |
| MEMBERSHIP DUES | $12,798 | $740 | $13,385 |
| INSURANCE | $44,675 | $0 | $41,140 |
| MISCELLANEOUS | $150,000 | $0 | $0 |
| OTHER EXPENSES - PARTNERSHIPS | $0 | $5,041,479 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - PARTNERSHIPS | $1,734,141 | ||
| PRI INTEREST | $98,972 | $182,040 | $182,040 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $60,567,625 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAXES PAYABLE | $1,126,313 | $1,607,033 |
| DEFERRED LEASEHOLD INCENTIVES | $148,818 | $117,488 |
| SECURITIES SETTLEMENTS PAYABLE | $0 | $442,241 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $596,216 | $14,100 | $566,925 |
| INVESTMENT & AGENT FEES | $6,086,108 | $1,190,341 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - PARTNERSHIPS | $0 | $199,922 | $0 |
| FEDERAL EXCISE TAX & UBIT EXPENSE | $935,935 | $0 | $0 |