NICHOLSON FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NICHOLSON FAMILY FOUNDATION (EIN 41-1572346)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349101651
- Schema version
- 2018v3.1
- 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 Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:05:57-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411677611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAN INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WEST FIFTH STREET STE 200 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411572346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NICH | BusinessNameControlTxt |
| Phone | 6512900549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WEST FIFTH STREET NO 200 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551021490 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD H NICHOLSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6512900549 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HUI ZHU | PreparerPersonNm |
| PTIN | P01549932 | PTIN |
| Phone | 6512900549 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.146.173.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 14:25:28 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B7193925567E70865EC21B27126F2D9124C977D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,170,739 | 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 | $343,864 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $350,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $349,217 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,260,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,432,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,260,774 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,316 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,215 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,968,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,622,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,592 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,296 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,296 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,659 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,659 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,423 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,423 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,881 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,881 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $337,130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $825 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $497,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,296 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $286,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $286,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $784,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $306,646 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,183,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,527,122 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,843 | CashBOYAmt |
| Cash EOY | $11,101 | CashEOYAmt |
| Cash EOYFMV | $11,101 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,481,616 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,404,524 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,404,524 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,850 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,051,793 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,763,365 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,096,496 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,014,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,500,260 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,657,618 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,558,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,680,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,170,739 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,558,795 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,680,250 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,558,795 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,680,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,558,795 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,680,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,558,795 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,183,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,830 | OtherIncreasesAmt |
| Subtotal | $12,774,603 | SubtotalAmt |
| Other Decreases | $94,353 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,680,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $750,937 | $746,106 | $4,831 | $4,831 |
| PUBLICLY TRADED SECURITIES | $4,682,021 | $3,426,078 | $1,255,943 | $1,255,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,260,774 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $323,278 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,324,529 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.024262 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $712,880 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,798,709 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060420 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $550,047 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,784,657 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046675 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $176,242 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,874,693 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.014842 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,485,956 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,589,346 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.128217 | DistributionYr5Rt |
| Total Distribution | 0.274416 | TotalDistributionRt |
| Average Distribution | 0.054883 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,464,831 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $793,873 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,271 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $809,144 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $306,646 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,542 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,542 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,542 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,836 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46,836 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,294 | OverpaymentAmt |
| Applied To ES Tax | $16,294 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | RICHARD H NICHOLSON | IndividualWithBooksNm |
| Phone | 6512900549 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WEST FIFTH ST | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551021490 | 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 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD H NICHOLSON | ||||||||
| 6 WEST FIFTH STREET SUITE 200 | ST PAUL | MN | 55102 | PRESIDENT | 2.00 | $15,000 | $0 | $0 |
| DAVID O NICHOLSON | ||||||||
| 6 WEST FIFTH STREET SUITE 200 | ST PAUL | MN | 55102 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| FORD J NICHOLSON | ||||||||
| 6 WEST FIFTH STREET SUITE 200 | ST PAUL | MN | 55102 | SECRETARY | 0.00 | $0 | $0 | $0 |
| TODD S NICHOLSON | ||||||||
| 6 WEST FIFTH STREET SUITE 200 | ST PAUL | MN | 55102 | TREASURER | 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 |
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 | $11,447,076 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,238,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,685,108 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,685,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,464,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $723,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $723,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,542 | TotalTaxAmt |
| Distributable Before Adj | $692,700 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $692,700 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $692,700 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $306,646 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $306,646 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $306,646 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $692,700 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $934,163 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $134,285 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,068,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $306,646 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $306,646 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $386,054 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $386,054 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $682,394 | 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 | $548,109 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $134,285 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $134,285 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD H NICHOLSON | ContributingManagerNm |
| Contributing Manager | DAVID O NICHOLSON | ContributingManagerNm |
| Contributing Manager | FORD J NICHOLSON | ContributingManagerNm |
| Contributing Manager | TODD S NICHOLSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (148 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACRES FOR LIFE (NETWORK FOR GOOD) | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $50 |
| ACRES FOR LIFE (NETWORK FOR GOOD) | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $50 |
| ADVENTURES IN MISSIONS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | GA | 99999 | PC | GENERAL OPERATIONS | $500 |
| BILL BETCHEY MEMORIAL FUND | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $250 |
| BILL BETCHEY MEMORIAL FUND | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| BOYS & GIRLS CLUB OF AMERICA | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| BOYS & GIRLS CLUB OF AMERICA | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| BOYS & GIRLS CLUB OF AMERICA | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| BOYS & GIRLS CLUB OF AMERICA | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| BOYS & GIRLS CLUB OF AMERICA | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $5,000 |
| BREAKTHROUGH TWIN CITIES | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $150 |
| BREAKTHROUGH TWIN CITIES | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $350 |
| BREAKTHROUGH TWIN CITIES | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| BRIGHT FUTURE FDN FOR EAGLE COUNTY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CO | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| CANVAS HEALTH INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $3,500 |
| CENTER OF THE AMERICAN EXPERIMENT | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $250 |
| COLLEGE POSSIBLE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $100 |
| COLORADO COLLEGE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CO | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| COLORADO STATE UNIVERSITY FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CO | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| COMMUSICATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| COMO FRIENDS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $200 |
| COMO FRIENDS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| COMPATIBLE TECHNOLOGY INTERNATIONAL | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $100 |
| COOKIE CART | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| DEPAUW UNIVERSITY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | IN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| DESERT X | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CA | 99999 | PC | GENERAL OPERATIONS | $100 |
| DODGE NATURE CENTER THOMAS IRVINE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| DODGE NATURE CENTER THOMAS IRVINE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| EVANS SCHOLARS FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | IL | 99999 | PC | GENERAL OPERATIONS | $500 |
| FREEDOM FOUNDATION OF MN | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| FRIENDS OF MOUNTAIN RESCUE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CO | 99999 | PC | GENERAL OPERATIONS | $500 |
| FRIENDS OF THE MISSISSIPPI RIVER | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| FRIENDS OF THE MISSISSIPPI RIVER | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,500 |
| FRIENDS OF THE MISSISSIPPI RIVER | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| FRIENDS OF THE ST PAUL PUBLIC LIBRARY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| FRIENDS OF THE ST PAUL PUBLIC LIBRARY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $5,000 |
| FRIENDS OF THE ST PAUL PUBLIC LIBRARY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $6,000 |
| FRIENDS OF THE ST PAUL PUBLIC LIBRARY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $10,000 |
| GARDEN CLUB OF AMERICA | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | NY | 99999 | PC | ENDOWMENT | $1,000 |
| GILLETTE CHILDREN'S HOSPITAL FDN | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| GILLETTE CHILDREN'S HOSPITAL FDN | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| GILLETTE CHILDREN'S HOSPITAL FDN | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| GILLETTE CHILDREN'S HOSPITAL FDN | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| GREATER TWIN CITIES UNITED WAY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $16,000 |
| GREATER WHITE BEAR LAKE FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| GUILD INCORPORATED | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| HENNEPIN HISTORY MUSEUM | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $100 |
| HENNEPIN HISTORY MUSEUM | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| HERITAGE FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | DC | 99999 | PC | GENERAL OPERATIONS | $100 |
| HILLSDALE COLLEGE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MI | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| HISTORY THEATRE INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $100 |
| HISTORY THEATRE INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| HISTORY THEATRE INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| HISTORY THEATRE INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $8,625 |
| HOPE ACADEMY INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| HOPE ACADEMY INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $5,000 |
| JDRF INTERNATIONAL | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| JEREMIAH PROGRAM | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| LIBERTY CLASSICAL ACADEMY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,000 |
| LIFETRACK RESOURCES INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| LOWER PHALEN CREEK PROJECT | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| LOWER PHALEN CREEK PROJECT | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,000 |
| MACALESTER COLLEGE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $10,000 |
| MAHTOMEDI AREA EDUCATION FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| MAYO CLINIC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| MAYO CLINIC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| MCCALLUM THEATRE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CA | 99999 | PC | GENERAL OPERATIONS | $100 |
| MDI | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $250 |
| METRO STATE UNIVERSITY FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $4,000 |
| MINNESOTA VOTERS ALLIANCE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| MN CENTER FOR ENVIRONMENTAL ADVOCACY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| MN HISTORICAL SOCIETY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,200 |
| MN HISTORICAL SOCIETY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,200 |
| MN HISTORICAL SOCIETY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,200 |
| MN HISTORICAL SOCIETY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | CAPITAL CAMPAIGN | $20,000 |
| MN LAND TRUST | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| MN LANDMARKS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| MN LANDSCAPE ARBORETUM FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| MN LANDSCAPE ARBORETUM FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| MN STATE FAIR FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,000 |
| MOUNDS PARK ACADEMY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| MOUNDS PARK ACADEMY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $250 |
| MOUNDS PARK ACADEMY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $250 |
| MOUNDS PARK ACADEMY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $5,000 |
| NATL TRUST FOR HIS PRESERVATION IN US | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | DC | 99999 | PC | GENERAL OPERATIONS | $100 |
| NORTHERN STAR COUNCIL BOY SCOUTS OF AMERICA | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | CAPITAL CAMPAIGN | $5,000 |
| NORTHERN STAR COUNCIL BOY SCOUTS OF AMERICA | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | CAPITAL CAMPAIGN | $5,000 |
| NORTHLAND COLLEGE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | WI | 99999 | PC | GENERAL OPERATIONS | $100 |
| ORDWAY CENTER FOR THE PERFORMING ARTS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| ORDWAY CENTER FOR THE PERFORMING ARTS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| ORDWAY CENTER FOR THE PERFORMING ARTS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,175 |
| ORDWAY CENTER FOR THE PERFORMING ARTS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,000 |
| OUR LADY OF PEACE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| PARK SQUARE THEATER COMPANY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| PARK SQUARE THEATER COMPANY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,250 |
| PARKS & TRAILS COUNCIL | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $100 |
| PEOPLE INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| PEOPLE INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| PHILLIPS EYE INSTITUTE FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $5,000 |
| RAMSEY COUNTY HISTORICAL SOCIETY INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| RAMSEY HILL ASSOCIATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $100 |
| RECTORY SCHOOL INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CT | 99999 | PC | GENERAL OPERATIONS | $500 |
| ROTARY INTERNATIONAL | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | IL | 99999 | PC | GENERAL OPERATIONS | $5,000 |
| ROTARY INTERNATIONAL | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | IL | 99999 | PC | GENERAL OPERATIONS | $5,000 |
| SAINT PAUL PARKS AND CONSERVANCY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| SAINT PAUL POLICE FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $3,200 |
| SAINT PAUL POLICE FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| SCHUBERT CLUB INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $5,000 |
| SCIENCE MUSEUM OF MN | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| SCIENCE MUSEUM OF MN | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,250 |
| SCIENCE MUSEUM OF MN | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| SOLAR COOKERS INTERNATIONAL | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CA | 99999 | PC | GENERAL OPERATIONS | $100 |
| SOLID GROUND | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $250 |
| SPARE KEY (NETWORK FOR GOOD) | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $50 |
| SPONDYLITIS ASSOCIATION OF AMERICA | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CA | 99999 | PC | GENERAL OPERATIONS | $250 |
| ST ANDREWS LUTHERAN CHURCH | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $5,000 |
| ST JOHN THE EVANGELIST | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $3,000 |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | CAPITAL CAMPAIGN | $10,000 |
| ST PAUL CHAMBER ORCHESTRA SOCIETY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| ST PAUL CURLING FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| ST PAUL ROTARY FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| THE CHARLEMAGNE INSTITUTE | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| THE LINK | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $100 |
| THE READING CENTER | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | CAPITAL CAMPAIGN | $5,000 |
| TREEHOUSE INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $300 |
| UNITED HOSPITAL FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $100 |
| UNITED HOSPITAL FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| UNITED HOSPITAL FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| UNIVERSITY OF DENVER | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CO | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| UNIVERSITY OF MN FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| UNIVERSITY OF MN FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| UNIVERSITY OF MN FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| UNIVERSITY OF ST THOMAS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $150 |
| VAIL CHRISTIAN ACADEMY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CO | 99999 | PC | GENERAL OPERATIONS | $2,500 |
| VAIL VALLEY FOUNDATION INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CO | 99999 | PC | GENERAL OPERATIONS | $1,500 |
| WESTERN RESERVE ACADEMY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | OH | 99999 | PC | GENERAL OPERATIONS | $5,000 |
| WHITE BEAR CENTER FOR THE ARTS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| WHITE BEAR CENTER FOR THE ARTS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $1,000 |
| WHITE BEAR LAKE AREA HIST SOCIETY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| WHITE BEAR LAKE AREA HIST SOCIETY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| WHITE BEAR LAKE FIREWORKS | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $400 |
| WILDER FOUNDATION | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $4,000 |
| WILDERNESS INQUIRY | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $500 |
| WILDWOOD ARTIST SERIES (MAEF) | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $250 |
| WILLIAM A THOMPSON DREDGE MUSEUM | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | MN | 99999 | PC | GENERAL OPERATIONS | $100 |
| WORLD WILDLIFE FUND INC | ||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | CA | 99999 | PC | GENERAL OPERATIONS | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $286,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $349,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $842 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,215 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,260,774 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| NON TAXABLE DISTRIBUTION | |
| TAX REFUNDS | $1,101 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,622,206 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,943 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,624,149 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | TAX EXEMPT INTEREST |
| 11 | OTHER TAX EXEMPT INCOME |
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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RICHARD H NICHOLSON | ||||||
| 1 | 6 WEST FIFTH ST STE 200 | ST PAUL | MN | 55102 | $105,747 | Yes (X) |
| TODD S NICHOLSON | ||||||
| 2 | 6 WEST FIFTH ST STE 200 | ST PAUL | MN | 55102 | $100,480 | Yes (X) |
| RICHARD H NICHOLSON | ||||||
| 3 | 6 WEST FIFTH ST STE 200 | ST PAUL | MN | 55102 | $7,155 | Yes (X) |
| RICHARD H NICHOLSON | ||||||
| 4 | 6 WEST FIFTH ST STE 200 | ST PAUL | MN | 55102 | $130,482 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 200 SHARES OF TEXAS PACIFIC LAND TRUST STOCKS | $105,747 | 2018-03-08 |
| 2 | 500 SHARES 3M COMPANY STOCKS | $100,480 | 2018-12-13 |
| 3 | 50 SHARES OF PNC FINANCIAL SERVICES GROUP INC STOCKS | $7,155 | 2018-04-19 |
| 4 | 200 SHARES OF TEXAS PACIFIC LAND TRUST STOCKS | $130,482 | 2018-05-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND ADMINISTRATION | CategoryTxt |
| Amt | $40,592 | Amt |
| Net Investment Income | $20,296 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,296 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $8,763,365 | EOYBookValueAmt |
| EOYFMV | $10,096,496 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,500,260 | BookValueAmt |
| EOYFMV | $2,657,618 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP BOOK-TAX DIFFERENCES | $89,808 |
| OTHER TIMING DIFFERENCES | $4,545 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES & MN REGISTRATION FEE | $775 | $775 | $0 |
| OTHER EXPENSES | $50 | $50 | $0 |
| UNREALIZED LOSS ON GIFT | $336,305 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORGAN STANLEY ORDINARY INC | $1,500 | $1,500 | $1,500 |
| MISC ORDINARY INC - RHN | $1 | $1 | $1 |
| MISC ORDINARY INC MAIN - TSN | $37 | $37 | $37 |
| PARTNERSHIP INCOME | $10,677 | $10,677 | $10,677 |
| TAX REFUNDS | $1,101 | $1,101 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON DONATION OF STOCKS | Desc |
| Amt | $31,830 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $50,659 | $50,659 | $0 |
| $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITH HELD | $6,881 | $6,881 | $0 |
| EXCISE TAX | $46,000 | $0 | $0 |