LAWRENCE FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE FAMILY FOUNDATION (EIN 13-3935895)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349104182
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T15:27:20-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411431613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGANKDV LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 AMERICAN BLVD WEST SUITE 1000 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554314420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133935895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAWRENCE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 6128255050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4415 E LAKE HARRIET PARKWAY | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554194746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES A LAWRENCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6128255050 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J SMITH CPA | PreparerPersonNm |
| PTIN | P00368515 | PTIN |
| Phone | 9525636800 | PhoneNum |
| Preparation | 2018-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.25.153.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 19:00:59 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 24700C4D99D7C428CE76EB45D5D6ADDCD30967BE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BE153E91A880135A5CA3E95B6E616F06D02C0568 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,659,564 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $176,853 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $652,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,565,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $652,992 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,924 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $831,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $829,845 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $494 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $494 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,341 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,341 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,188 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,188 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,273 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,998 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,998 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $581,644 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $533,303 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $250,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $821,504 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,151,796 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,272,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,272,605 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $50,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $50,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $50,000 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $8,157 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $5,311,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,393,741 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,236,959 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $100,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,571,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,816,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,659,564 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,571,687 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,816,346 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,571,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,816,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,571,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,816,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,571,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $250,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,821,812 | SubtotalAmt |
| Other Decreases | $5,466 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,816,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAINS | P | 2003-09-12 | 2017-12-31 | $2,565,606 | $1,912,656 | $652,950 | $652,950 |
| CAPITAL GAINS DIVIDENDS | P | $42 | $42 | $42 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $652,992 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,890,457 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,665,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.333670 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,730,097 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,802,016 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.642897 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $247,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,705,908 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043306 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $205,390 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,185,068 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049077 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,506 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,108,628 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039243 | DistributionYr5Rt |
| Total Distribution | 1.108193 | TotalDistributionRt |
| Average Distribution | 0.221639 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,267,961 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,832,503 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,215 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,840,718 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $533,303 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,112 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,112 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,682 | OverpaymentAmt |
| Applied To ES Tax | $17,682 | 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 |
| Org Report Or Register State | DE | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES A LAWRENCE | IndividualWithBooksNm |
| Phone | 6128255050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4415 E LAKE HARRIET PARKWAY | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554194746 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES LAWRENCE | ||||||||
| 4415 E LAKE HARRIET PARKWAY | MINNEAPOLIS | MN | 554194746 | DIR, CHRMN, & PRES | 1.00 | $0 | $0 | $0 |
| MARY LAWRENCE | ||||||||
| 4415 E LAKE HARRIET PARKWAY | MINNEAPOLIS | MN | 554194746 | DIR, SECY, & TREAS | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,154,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,139,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $100,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,393,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,393,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,908 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,267,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $413,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $413,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,430 | TotalTaxAmt |
| Distributable Before Adj | $396,968 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $396,968 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $396,968 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $533,303 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $533,303 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $533,303 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $396,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,453,668 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,668,109 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,121,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $533,303 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $396,968 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,335 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,258,112 | 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 | $5,258,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,453,668 | ExcessFromYear2Amt |
| Excess From Year1 | $1,668,109 | ExcessFromYear1Amt |
| Excess From Current Year | $136,335 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES LAWRENCE | ContributingManagerNm |
| Contributing Manager | MARY LAWRENCE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABBOTT NORTHWESTERN HOSPITAL FOUNDATION | ||||||||||||
| 800 E 28TH ST 1750 | MINNEAPOLIS | MN | 55407 | N/A | PC | OPERATING | $30,000 | |||||
| THE BROWN HILLEL FOUNDATION | ||||||||||||
| 80 BROWN STREET | PROVIDENCE | RI | 02906 | N/A | PC | OPERATING | $20,000 | |||||
| BROWN UNIVERSITY | ||||||||||||
| PO BOX 1925 | PROVIDENCE | RI | 02912 | N/A | PC | OPERATING | $51,000 | |||||
| CARLSON SCHOOL OF MANAGEMENT | ||||||||||||
| 321 19TH AVE S | MINNEAPOLIS | MN | 55455 | N/A | PC | OPERATING | $10,000 | |||||
| COMMITTEE FOR ECONOMIC DEVELOPMENT | ||||||||||||
| 1530 WILSON BOULEVARD 400 | ARLINGTON | VA | 22209 | N/A | PC | OPERATING | $5,000 | |||||
| E-SPIRED CIC | ||||||||||||
| N/A | NC | OPERATING | $20,030 | UNIT C BEDFORD BUSINESS CENTRE MILE | RD | BEDFORD | UK | MK42 9TW | ||||
| EDINA COMMUNITY LUTHERAN CHURCH | ||||||||||||
| 4113 W 54TH STREET | MINNEAPOLIS | MN | 55424 | N/A | PC | OPERATING | $50,000 | |||||
| GLOBAL MINNESOTA (PKA MINNESOTA INTERNATIONAL CENTER) | ||||||||||||
| 1901 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | N/A | PC | OPERATING | $1,750 | |||||
| IOWA STATE UNIVERSITY FOUNDATION | ||||||||||||
| 2505 UNIVERSITY BOULEVARD | AMES | IA | 50010 | N/A | PC | OPERATING | $10,000 | |||||
| JAMES SEWELL BALLET | ||||||||||||
| 528 HENNEPIN AVENUE SUITE 215 | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $3,000 | |||||
| KENT SCHOOL | ||||||||||||
| PO BOX 2006 | KENT | CT | 06757 | N/A | PC | OPERATING | $110,000 | |||||
| MINNESOTA POST | ||||||||||||
| 900 6H AVENUE SE SUITE 220 | MINNEAPOLIS | MN | 55414 | N/A | PC | OPERATING | $5,000 | |||||
| MINNESOTA ORCHESTRAL ASSOCIATION | ||||||||||||
| 1111 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $12,680 | |||||
| NATURE CONSERVANCY INC | ||||||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | PC | OPERATING | $12,538 | |||||
| ONEVILLAGE PARTNERS | ||||||||||||
| 2104 STEVENS AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | N/A | PC | OPERATING | $35,000 | |||||
| UNIVERSITY OF MN FOUNDATION | ||||||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | OPERATING | $90,000 | |||||
| WALKER ART CENTER | ||||||||||||
| 725 VINELAND PLACE | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $10,000 | |||||
| YALE ALUMNI ASSOCIATION OF THE NORTHWEST | ||||||||||||
| 4901 VINCENT AVE S | MINNEAPOLIS | MN | 55410 | N/A | PC | OPERATING | $5,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 208239 | NEW HAVEN | CT | 065208239 | N/A | PC | OPERATING | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,998 | 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 | $176,853 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,924 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $652,992 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $831,769 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $831,769 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $31,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,350 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E-SPIRED | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIT C BEDFORD BUSINESS CENTRE MILE | AddressLine1Txt |
| Address Line2 | RD | AddressLine2Txt |
| City | BEDFORD | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | MK42 9TW | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-02-07 | GrantDt |
| Grant | $20,030 | GrantAmt |
| Purpose Of Grant | TO SUPPORT GENERAL OPERATIONS, INCLUDING E-SPIRED'S MISSION TO PROVIDE YOUNG PEOPLE WITH THE BOUNDARIES, SUPPORT, CARE AND RESOURCES TO COMMIT TO HARD WORK, TO FULFILL THEIR POTENTIAL. | PurposeOfGrantTxt |
| Expended By Grantee | $20,030 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE TO THE KNOWLEDGE OF THE GRANTOR. | AnyDiversionByGranteeTxt |
| Verification | 2017-02-14 | VerificationDt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL MILLS INC | $426,440 | $830,060 |
| NEURORX CORPORATE STOCK | $100,000 | $100,000 |
| CONAGRA BRANDS INC | $1,874,612 | $2,375,659 |
| JP MORGAN CHASE & CO | $992,849 | $1,604,100 |
| INTERNATIONAL CONS AIRLS GRP | $999,840 | $1,327,140 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEURORX, INC. | Desc |
| BOY Book Value | $100,000 | BOYBookValueAmt |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASE - AMORTIZATION EXPENSE | Desc |
| Amt | $5,466 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $2,273 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,273 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY #3488 NON-DIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $1,924 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,924 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $494 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $494 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $8,341 | $8,341 | $0 |
| 2016 EXTENSION PAYMENT | $40,000 | $0 | $0 |