THE SCOTT RICHARDS NORTH STAR CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE SCOTT RICHARDS NORTH STAR CHARITABLE FOUNDATION (EIN 76-0764527)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-26
- IRS object ID
- 201742699349100754
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-26T13:34:59-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410721734 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LURIE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 WAYZATA BOULEVARD | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760764527 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT RICHARDS NORTH STAR | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 6126176000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 UNIVERSITY AVE SE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID VASOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6126176000 | PhoneNum |
| Signature | 2017-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID D BRAUER | PreparerPersonNm |
| PTIN | P00528485 | PTIN |
| Phone | 6123774404 | PhoneNum |
| Preparation | 2017-08-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.138.19.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-22 | IPDt |
| IP Tm | 09:53:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 38CE4C3A8CD4D82674B68D3ABA0F143AEE35BA7D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A546B8B8A9B29F185C91DC793CA0C91AE0B23258 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,393,716 | 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 | $1,253,764 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $105 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $105 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,828 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,062 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $176,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,062 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,331,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,995 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,975 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $269 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,804 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $903 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $51,830 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,071 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $51,830 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,046 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $407,415 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $407,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $467,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $51,830 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $410,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $864,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,848 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $409,259 | CashBOYAmt |
| Cash EOY | $57,377 | CashEOYAmt |
| Cash EOYFMV | $57,377 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $205,481 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $573,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $573,675 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $952,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,382,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,752,942 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $91,948 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $91,948 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $6,377 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,722 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,722 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,665,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,115,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,393,716 | 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 | $1,665,379 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,115,334 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,665,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,115,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,665,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,115,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,665,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $864,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,529,404 | SubtotalAmt |
| Other Decreases | $414,070 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,115,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING LLC #7920 - AVAILABLE UPON REQUEST | P | 2016-01-01 | 2016-12-31 | $11,469 | $15,429 | -$3,960 | -$3,960 |
| PERSHING LLC #7920 - AVAILABLE UPON REQUEST | P | 2015-01-01 | 2016-12-31 | $36,272 | $47,151 | -$10,879 | -$10,879 |
| PERSHING LLC #7920 - AVAILABLE UPON REQUEST | P | 2015-01-01 | 2016-12-31 | $111,658 | $51,550 | $60,108 | $60,108 |
| PERSHING LLC #7920 - AVAILABLE UPON REQUEST | P | 2012-06-12 | 2016-03-02 | $590 | $590 | $590 | |
| CAPITAL GAINS DIVIDENDS | P | $16,203 | $16,203 | $16,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,062 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $367,105 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,426,815 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.257290 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $393,792 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,224,119 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.321694 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $386,831 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $970,045 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.398776 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $194,384 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $966,978 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.201022 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $167,460 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $912,015 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.183615 | DistributionYr5Rt |
| Total Distribution | 1.362397 | TotalDistributionRt |
| Average Distribution | 0.272479 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,457,551 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $397,152 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $748 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $397,900 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $410,461 | 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 | $748 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $748 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $1,161 | OverpaymentAmt |
| Applied To ES Tax | $1,161 | 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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NORTHSTARFINANCIAL.COM/FOUNDATION | WebsiteAddressTxt |
| Individual With Books | TIMOTHY WHITE | IndividualWithBooksNm |
| Phone | 6126176064 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 UNIVERSITY AVE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PHILLIP C RICHARDS | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUSAN B RICHARDS | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | ASST VP | 0.00 | $0 | $0 | $0 |
| DAVID VASOS | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | VP | 0.00 | $0 | $0 | $0 |
| EDWARD G DEUTSCHLANDER | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | VP | 0.00 | $0 | $0 | $0 |
| SHAUN MCDUFFEE | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | AT-LARGE | 0.00 | $0 | $0 | $0 |
| ROBERT KAUFER | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | AT-LARGE | 0.00 | $0 | $0 | $0 |
| JAMES QUANDT | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | AT-LARGE | 0.00 | $0 | $0 | $0 |
| ANDREW ROLNICK | ||||||||
| 2701 UNIVERSITY AVE SE | MPLS | MN | 55414 | AT-LARGE | 0.00 | $0 | $0 | $0 |
| MARSHALL GIFFORD | ||||||||
| 2701 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | AT-LARGE | 0.00 | $0 | $0 | $0 |
| MARK BONNETT | ||||||||
| 2701 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | AT-LARGE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION OPERATES A MINNEAPOLIS BIKES FOR KIDS EVENT WHERE LOCAL UNDERPRIVILEDGED CHILDREN ARE PRESENTED WITH T-SHIRTS, HELMETS, LOCKS AND BICYCLES OF THEIR OWN. THE CHILDREN ARE INSTRUCTED IN BICYCLE SAFETY, TAUGHT THE IMPORTANCE AND BENEFITS OF REGULAR EXERCISE AND INSPIRED TO BE MORE CONFIDENT AND SELF-RELIANT. | Description1Txt |
| Expenses1 | $35,057 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,021,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $457,942 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,479,747 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,479,747 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,457,551 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $748 | TotalTaxAmt |
| Distributable Before Adj | $72,130 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,130 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,130 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $410,461 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $410,461 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $748 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $409,713 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,130 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $341,607 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $333,064 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $297,662 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $972,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $410,461 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,130 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $338,331 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,310,664 | 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 | $1,310,664 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $341,607 | ExcessFromYear3Amt |
| Excess From Year2 | $333,064 | ExcessFromYear2Amt |
| Excess From Year1 | $297,662 | ExcessFromYear1Amt |
| Excess From Current Year | $338,331 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY WHITE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 UNIVERSITY AVE SE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6126176000 | RecipientPhoneNum |
| Form And Info And Materials | STANDARD GRANT REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIORITY TO GRANTS TO SUPPORT AND CONDUCT NON-PARTISAN RESEARCH, EDUCATION, AND INFORMATIONAL ACTIVITIES TO AID IN THE CHARITABLE CAUSES OF BREAST CANCER, ALZHEIMER'S DISEASE AND CYSTIC FIBROSIS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX HAUNTY'S THEATER AND ARTS FUND INC | |||||||
| 7758 HILLCREST AVE | MIDDLETON | WI | 535623616 | NONE | N/A | GENERAL | $500 |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION | |||||||
| 317 7TH AVE SE SUITE 402 | CEDAR RAPIDS | IA | 52401 | NONE | N/A | GENERAL | $500 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 317 7TH AVE SE SUITE 202B | CEDAR RAPIDS | IA | 52401 | NONE | N/A | GENERAL | $500 |
| ANIMAL HUMANE SOCIETY | |||||||
| 845 MEADOW LANE NORTH | GOLDEN VALLEY | MN | 55422 | NONE | N/A | GENERAL | $2,055 |
| BEST PREP | |||||||
| 7100 NORTHLAND CIRCLE N | BROOKLYN PARK | MN | 55428 | NONE | N/A | GENERAL | $15,500 |
| BETHLEHEM ACADEMY | |||||||
| 105 THIRD AVE SW | FARIBAULT | MN | 55021 | NONE | N/A | GENERAL | $500 |
| BIG BROTHERS BIG SISTERS | |||||||
| 2550 UNIVERSITY AVE | ST PAUL | MN | 55114 | NONE | N/A | GENERAL | $5,000 |
| BREAST CANCER EDUCATION ASSOCIATION | |||||||
| 1027 W ROSELAWN AVE | ROSEVILLE | MN | 55113 | NONE | N/A | GENERAL | $10,000 |
| CANOPY CENTER INC | |||||||
| 1457 E WASHINTON AVE 102 | MADISON | WI | 53703 | NONE | N/A | GENERAL | $500 |
| CENTRAL MN HABITAT FOR HUMANITY | |||||||
| 3335 WEST SAINT GERMAIN SUITE 108 | ST CLOUD | MN | 56301 | NONE | N/A | GENERAL | $2,000 |
| CYSTIC FYBROSIS FOUNDATION | |||||||
| 100 N 6TH STREET | MINNEAPOLIS | MN | 55403 | NONE | N/A | GENERAL | $245 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 2001 UNIVERSITY AVE SE SUITE 100 | MINNEAPOLIS | MN | 55414 | NONE | N/A | GENERAL | $1,000 |
| KIDS FIGHTING HUNGER | |||||||
| PO BOX 7550 | ST CLOUD | MN | 56302 | NONE | N/A | GENERAL | $1,500 |
| MAYO CLINIC | |||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | NONE | N/A | ALZHEIMER'S RESEARCH | $200,000 |
| NATIONAL ATAXIA FOUNDATION | |||||||
| 2600 FERNBROOK LN N | PLYMOUTH | MN | 55447 | NONE | N/A | GENERAL | $455 |
| RHINO'S FOUNDATION | |||||||
| PO BOX 689 | RIVER FALLS | WI | 54022 | NONE | N/A | GENERAL | $500 |
| SISTERS OF ST JOSEPH MINISTRIES FDN | |||||||
| 1884 RANDOLPH AVE | ST PAUL | MN | 55105 | NONE | N/A | GENERAL | $500 |
| STOP ALZHEIMER'S NOW | |||||||
| 300 BEARDSLEY LANE SUITE A104 | AUSTIN | TX | 78746 | NONE | N/A | GENERAL | $33,430 |
| TEMPLE UNIVERSITY | |||||||
| 1801 N BROAD ST | PHILADELPHIA | PA | 19122 | NONE | N/A | WRESTLING CLUB | $50,000 |
| THE J FOUNDATION | |||||||
| 1562 PARK CIRCLE | MENDOTA HEIGHTS | MN | 55118 | NONE | N/A | GENERAL | $500 |
| UNIVERSITY OF MN FOUNDATION | |||||||
| 200 OAK ST SE 500 | MINNEAPOLIS | MN | 55455 | NONE | N/A | ATAXIA RESEARCH | $25,000 |
| WALKER METHODIST FOUNDATION | |||||||
| 3737 BRYANT AVE S | MINNEAPOLIS | MN | 55409 | NONE | N/A | GENERAL | $500 |
| A BREATH OF HOPE LUNG FOUNDATION | |||||||
| PO BOX 387 | WAYZATA | MN | 55391 | NONE | N/A | GENERAL | $250 |
| ARIZONA TUITION CONNECTION | |||||||
| 11445 E VIA LINDA SUITE 2-145 | SCOTTSDALE | AZ | 85259 | NONE | N/A | GENERAL | $500 |
| BBB INSTITUTE FOR MARKETPLACE ETHICS | |||||||
| 220 SOUTH RIVER RIDGE CIRCLE | BURNSVILLE | MN | 553371610 | NONE | N/A | GENERAL | $50,000 |
| CAMP ODAYIN | |||||||
| PO BOX 2068 | STILLWATER | MN | 55082 | NONE | N/A | GENERAL | $500 |
| DENVER FOUNDATION | |||||||
| 55 MADISON STREET 8TH FLOOR | DENVER | CO | 80206 | NONE | N/A | GENERAL | $500 |
| M D ANDERSON CENTER | |||||||
| PO BOX 301439 | HOUSTON | TX | 772301439 | N/A | GENERAL | $415 | |
| MAKE-A-WISH ARIZONA | |||||||
| 2901 NORTH 78TH STREET | SCOTTSDALE | AZ | 85251 | NONE | N/A | GENERAL | $1,000 |
| MOBILE LOAVES & FISHES | |||||||
| 903 S CAPITAL OF TEXAS HWY | AUSTIN | TX | 78746 | NONE | N/A | GENERAL | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 8111 N STADIUM DRIVE SUITE 100 | HOUSTON | TX | 77054 | NONE | N/A | GENERAL | $400 |
| ST CROIX PREPARATORY ACADEMY | |||||||
| 4260 STAGECOACH TR N | STILLWATER | MN | 55082 | NONE | N/A | GENERAL | $120 |
| SUSAN G KOMEN FOR THE CURE | |||||||
| 960 SOUTHDALE CIR | EDINA | MN | 55435 | NONE | N/A | GENERAL | $545 |
| THE CENTER FOR VICTIMS OF TORTURE | |||||||
| 2356 UNIVERSITY AV W | ST PAUL | MN | 55114 | NONE | N/A | GENERAL | $500 |
| UNION GOSPEL MISSION | |||||||
| 77 E 9TH ST | ST PAUL | MN | 55101 | NONE | N/A | GENERAL | $500 |
| YOUTHCARE | |||||||
| 2701 UNIVERSITY AVE SE SUITE 205 | MINNEAPOLIS | MN | 55414 | NONE | N/A | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $407,415 | 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 | $105 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,062 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 02 | ExclusionCd |
| Exclusion | -$51,830 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,165 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,165 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| NORTH STAR CONSULTANTS INC | |||||||
| 1 | 2701 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | $327,500 | Yes (X) | |
| MINNESOTA LIFE INSURANCE | |||||||
| 2 | 400 N ROBERT ST | ST PAUL | MN | 55101 | $10,000 | Yes (X) | |
| PHILLIP RICHARDS | |||||||
| 3 | 16001 COLLINS AVE | SUNNY ISLE | FL | 33160 | $813,432 | Yes (X) | Yes (X) |
| THE ROBERT C SAVAGE & SUSAN M SAVAGE FAMILY FOUNDATION | |||||||
| 4 | 4427 TALMADGE RD | TOLEDO | OH | 43623 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 18,599 SH MISC STOCK - COST $399,362; FMV $813,432 | NoncashPropertyDesc |
| Fair Market Value | $813,432 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $1,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CRI SECURITIES - CORPORATE BONDS | BondNm |
| EOY Book Value | $91,948 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CRI SECURITIES - CORPORATE SECURITIES | StockNm |
| EOY Book Value | $1,382,612 | EOYBookValueAmt |
| EOYFMV | $1,752,942 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $6,377 | BOYBookValueAmt |
| EOY Book Value | $9,722 | EOYBookValueAmt |
| EOYFMV | $9,722 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX BASIS DIFFERENCE | Desc |
| Amt | $414,070 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $129 | $0 | $0 | $129 |
| EVENT EXPENSES | $16,773 | $0 | $16,773 | $0 |
| DONATED BIKES AND HELMETS | $35,057 | $0 | $35,057 | $0 |
| MISCELLANEOUS | $917 | $0 | $0 | $917 |
| BANK SERVICE FEES | $903 | $903 | $0 | $0 |
| MN CHARITABLE ANNUAL FEE | $25 | $0 | $0 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $269 | $269 | $0 | $0 |
| FEDERAL TAXES | $2,296 | $0 | $0 | $0 |