WINSLOW FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WINSLOW FAMILY FOUNDATION (EIN 41-1925882)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349100726
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T08:40:09-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 411925882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINSLOW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINS | BusinessNameControlTxt |
| Phone | 6123769100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 IDS TOWER 80 S 8TH ST | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554022100 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARK J WINSLOW | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6123769100 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C BURKE CPA | PreparerPersonNm |
| PTIN | P00066743 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,345,409 | 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 | $1,505,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $148,131 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,131 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,327,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $234,377 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,888,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $382,528 | 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 | $2,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,380 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,380 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,669 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,669 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,159 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $463,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $463,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $513,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $465,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,374,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $396,302 | CashBOYAmt |
| Cash EOY | $371,097 | CashEOYAmt |
| Cash EOYFMV | $371,097 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,688,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,088,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,974,312 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,084,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,459,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,345,409 | 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 | $5,084,499 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,459,417 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,084,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,459,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,084,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,459,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,084,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,374,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,459,417 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,459,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US BANK ASCENT - ST | P | $317,589 | $285,730 | $31,859 | $31,859 |
| US BANK ASCENT - LT | P | $956,741 | $807,593 | $149,148 | $149,148 |
| US BANK ASCENT - BASIS ADJUSTMENT | P | $14,304 | $14,304 | $14,304 | |
| CAPITAL GAINS DIVIDENDS | P | $39,066 | $39,066 | $39,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $234,377 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $177,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,596,488 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038611 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $179,975 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,205,361 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042797 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $192,425 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,583,853 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074472 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $213,275 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,719,812 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.124011 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,416,110 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023240 | DistributionYr5Rt |
| Total Distribution | 0.303131 | TotalDistributionRt |
| Average Distribution | 0.060626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,964,088 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $361,579 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,371 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $364,950 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $465,500 | 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 | $3,371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,531 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | CLARK WINSLOW | IndividualWithBooksNm |
| Phone | 6123769100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 IDS TOWER 80 SOUTH 8TH ST | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| CLARK J WINSLOW | ||||||||
| 337 BELVEDERE AVE | BELVEDERE | CA | 94920 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| SHARON L WINSLOW | ||||||||
| 337 BELVEDERE AVE | BELVEDERE | CA | 94920 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRUCE C WINSLOW | ||||||||
| 10660 47TH AVENUE NORTH | PLYMOUTH | MN | 55442 | SECRETARY | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,709,468 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $345,444 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,054,912 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,054,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,964,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,204 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,204 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,371 | TotalTaxAmt |
| Distributable Before Adj | $294,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $294,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $294,833 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $465,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $465,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,371 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $462,129 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $107,458 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,157 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $172,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $465,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $294,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $170,667 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $343,282 | 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 | $343,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $107,458 | ExcessFromYear4Amt |
| Excess From Year3 | $65,157 | ExcessFromYear3Amt |
| Excess From Current Year | $170,667 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLARK J WINSLOW | ContributingManagerNm |
| Contributing Manager | SHARON L WINSLOW | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLARK WINSLOW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 SOUTH 8TH ST | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6123769100 | RecipientPhoneNum |
| Form And Info And Materials | GENERAL INFORMATION ABOUT THE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| BELVEDERE COVE FOUNDATION | |||||||
| PO BOX 150180 | SAN RAFAEL | CA | 949150180 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $8,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE SUITE 1100 N | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| FROST SCHOOL OF MUSIC | |||||||
| PO BOX 248165 | CORAL GABLES | FL | 331247610 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $50,000 |
| GLADSTONE INSTITUTES | |||||||
| 1650 OWENS STREET | SAN FRANCISCO | CA | 94158 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $200,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| MARIN SCHOOL OF ARTS | |||||||
| 625 ARTHUR STREET | NOVATO | CA | 94947 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $50,000 |
| NATIONAL ALLIANCE OF MENTAL ILLNESS | |||||||
| 3803 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| THE ASPEN INSTITUTE | |||||||
| 2300 N ST NW SUITE 700 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| THE LINCOLN SOCIETY INC | |||||||
| PO BOX 16 | NORTH HAVEN | CT | 06473 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DR STE 100 | ARLINGTON | VA | 222031606 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $50,000 |
| UCSF FOUNDATION | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 941450339 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $463,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,131 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $234,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $382,528 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $382,528 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK & SHARON WINSLOW | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 BELVEDERE AVE | AddressLine1Txt |
| City | BELVEDERE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,505,500 | 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 | $2,475 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,475 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US BANK ASCENT INVESTMENTS | StockNm |
| EOY Book Value | $6,088,320 | EOYBookValueAmt |
| EOYFMV | $6,974,312 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $225 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $38,380 | Amt |
| Net Investment Income | $38,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $2,177 | $0 | $0 |
| FOREIGN TAXES | $5,159 | $5,159 | $0 |
| MN FILING FEE | $25 | $0 | $25 |