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NICHOLSON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NICHOLSON FAMILY FOUNDATION (EIN 41-1572346)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202513169349102551
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-12T12:59:09-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411677611PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DRAFTCO & ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 WEST FIFTH STREET STE 200AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411572346EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NICHOLSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNICHBusinessNameControlTxt
Phone6512900549PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 WEST FIFTH STREET 200AddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551021490ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD H NICHOLSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6512900549PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTINE R JOHNSTONPreparerPersonNm
PTINP00237609PTIN
Phone6512900549PhoneNum
Preparation2025-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,740,239FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$253,948ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$451,020DividendsRevAndExpnssAmt
Dividends Net Invst Incm$451,020DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,221,723NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,742,219GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,221,723CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$22,914OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$22,914OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,949,605TotalRevAndExpnssAmt
Total Net Invst Incm$1,695,657TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$25,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$93,775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$46,887AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$46,888AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$58,568OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$58,568OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$484InterestRevAndExpnssAmt
Interest Net Invst Incm$484InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$12,174TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,174TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$13,045OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$203,046TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$143,113TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$46,888TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$902,138ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$902,138ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,105,184TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$143,113TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$949,026TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$844,421ExcessRevenueOverExpensesAmt
Net Investment Income$1,552,544NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38CashBOYAmt
Cash EOY$13CashEOYAmt
Cash EOYFMV$13CashEOYFMVAmt
Sav And Temp Cash Invst BOY$449,106SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$808,684SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$808,684SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,050AcctRcvblAmt
Acct Rcvbl BOY$50AcctRcvblBOYAmt
Acct Rcvbl EOY$1,050AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,050AcctRcvblEOYFMVAmt
Corporate Stock BOY$11,611,356CorporateStockBOYAmt
Corporate Stock EOY$11,483,365CorporateStockEOYAmt
Corporate Stock EOYFMV$15,345,992CorporateStockEOYFMVAmt
Other Investments BOY$2,850,818OtherInvestmentsBOYAmt
Other Investments EOY$3,121,602OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,584,500OtherInvestmentsEOYFMVAmt
Total Assets BOY$14,911,368TotalAssetsBOYAmt
Total Assets EOY$15,414,714TotalAssetsEOYAmt
Total Assets EOYFMV$20,740,239TotalAssetsEOYFMVAmt
Other Liabilities BOY$140,072OtherLiabilitiesBOYAmt
Other Liabilities EOY$133,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$140,072TotalLiabilitiesBOYAmt
Total Liabilities EOY$133,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$14,771,296CapitalStockBOYAmt
Capital Stock EOY$14,771,296CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$510,418RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,771,296TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,281,714TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,911,368TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,414,714TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,771,296TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$844,421ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$15,615,717SubtotalAmt
Other Decreases$334,003OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,281,714TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CAPITAL GAIN/LOSS ST - BROKERAGE ACCTS$437,196$461,023-$23,827-$23,827
CAPITAL GAIN/LOSS LT - BROKERAGE ACCTS$3,018,399$2,059,473$958,926$958,926
CAPITAL GAIN/LOSS LT - PE$168,065$168,065$168,065P
CAPITAL GAINS DIVIDENDS$118,559$118,559$118,559P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,221,723CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,580InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,580SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,580TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,956EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$30,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$37,956TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$619EsPenaltyAmt
Overpayment$15,757OverpaymentAmt
Applied To ES Tax$15,757AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksRICHARD H NICHOLSONIndividualWithBooksNm
Phone6512900549PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16 WEST FIFTH STAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551021490ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD H NICHOLSON
6 WEST FIFTH STREET SUITE 200ST PAULMN55102PRESIDENT2.00$25,000$0$0
DAVID O NICHOLSON
6 WEST FIFTH STREET SUITE 200ST PAULMN55102VICE PRESIDENT0.00$0$0$0
FORD J NICHOLSON
6 WEST FIFTH STREET SUITE 200ST PAULMN55102SECRETARY0.00$0$0$0
TODD S NICHOLSON
6 WEST FIFTH STREET SUITE 200ST PAULMN55102TREASURER0.00$0$0$0
PONDIE N TAYLOR
6 WEST FIFTH STREET SUITE 200ST PAULMN55102MANAGER/ADVISOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,717,083AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$738,618AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,455,701TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,455,701AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$291,836CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,163,865NetVlNoncharitableAssetsAmt
Minimum Investment Return$958,193MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$958,193MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,580TaxBasedOnInvestmentIncomeAmt
Total Tax$21,580TotalTaxAmt
Distributable Before Adj$936,613DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$936,613DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$936,613DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$949,026ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$949,026QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$936,613DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$12,929ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,929TotalExcessDistributionCyovAmt
Qualifying Distributions$949,026QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$936,613AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,413RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$25,342TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,342ExcessDistriCyovToNextYrAmt
Excess From Year1$12,929ExcessFromYear1Amt
Excess From Current Year$12,413ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD H NICHOLSONContributingManagerNm
Contributing ManagerDAVID O NICHOLSONContributingManagerNm
Contributing ManagerFORD J NICHOLSONContributingManagerNm
Contributing ManagerTODD S NICHOLSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (156 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACES
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
AFS INTERCULTURAL PROGRAMS USA
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTNY99999PCGENERAL OPERATIONS$5,000
AFTON PRESS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
ALLINA HEALTH FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$24,467
AMERICAN RED CROSS TWIN CITIES AREA
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$6,000
ANCIENT FREE & ACCEPTED MASONS OF MINNESOTA 0003 ST PAUL LODGE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
BELWIN CONSERVANCY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,000
BGCI-US
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCA99999PCGENERAL OPERATIONS$3,500
BILL BETCHEY MEMORIAL FUND
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCSCHOLARSHIPS$1,250
BOYS AND GIRLS CLUB OF THE TWIN CITIES
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$8,500
BREAKTHROUGH TWIN CITIES
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,000
BRIGHT FUTURE FDN FOR EAGLE COUNTY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCO99999PCGENERAL OPERATIONS$2,500
CAN DO CANINES
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
CANVAS HEALTH INC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$10,000
CATO INSTITUTE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
CENTER OF THE AMERICAN EXPERIMENT
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
CENTURY COLLEGE FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
CHARITABLE GRANTS FROM INVESTMENT K-1
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$111
CHILDREN'S HOSPITAL FOUNDATION MN
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
CHILDREN'S TUMOR FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTNY99999PCGENERAL OPERATIONS$105
CITIZENS LEAGUE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,000
COLLEGE OF ST SCHOLASTICA INC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCSCHOLARSHIP$1,000
COLORADO COLLEGE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCO99999PCGENERAL OPERATIONS$1,000
COLORADO STATE UNIVERSITY FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCO99999PCGENERAL OPERATIONS$1,000
COMMONBOND COMMUNITIES
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$34,401
COMO FRIENDS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$19,100
CONCORDIA UNIVERSITY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
CONNECTICUT COLLEGE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCT99999PCGENERAL OPERATIONS$2,500
DAKOTA COUNTY HISTORICAL SOCIETY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
DEPAUW UNIVERSITY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTIN99999PCGENERAL OPERATIONS$5,000
DODGE NATURE CENTER THOMAS IRVINE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$6,000
EASTER SEAL GOODWILL INDUSTRIES
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
EPISCOPAL HOMES FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$5,000
EUGENE O'NEILL MEMORIAL THEATER CENTER
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
EVANS SCHOLARS FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$500
FORT SNELLING STATE PARK ASSOCIATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$5,000
FRANCONIA SCULPTURE PARK
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,000
FREEDOM FOUNDATION OF MINNESOTA
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
FRIENDS OF MOUNTAIN RESCUE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCO99999PCGENERAL OPERATIONS$500
FRIENDS OF OAKLAND CEMETERY ASSOCIATION ENDOWMENT FUND
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
FRIENDS OF ST PAUL COLLEGE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
FRIENDS OF THE DESERT MOUNTAINS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCA99999PCGENERAL OPERATIONS$1,000
FRIENDS OF THE MISSISSIPPI RIVER
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
FRIENDS OF THE ST PAUL PUBLIC LIBRARY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$14,000
GEORGE WASHINGTON UNIVERSITY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTDC99999PCPLANET FORWARD FUND$25,000
GEORGE WASHINGTON'S MOUNT VERNON
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTVA99999PCGENERAL OPERATIONS$4,500
GLACIER NATIONAL PARK CONSERVANCY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMT99999PCGENERAL OPERATIONS$1,000
GLOBAL ARTS PLUS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$4,000
GREATER TWIN CITIES UNITED WAY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$10,000
GREATER WHITE BEAR LAKE FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$4,500
GUILD
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
HABITAT FOR HUMANITY - TWIN CITIES
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
HAMLINE UNIVERSITY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
HAMM MEMORIAL PSYCHIATRIC CLINIC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$500
HERITAGE FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTDC99999PCGENERAL OPERATIONS$2,500
HILLSDALE COLLEGE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMI99999PCGENERAL OPERATIONS$4,000
HISTORIC SAINT PAUL
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
HISTORY THEATRE INC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$17,500
HUNTERS HARVEST
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$500
INLAND LAKE YACHTING ASSOCIATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTWI99999PCGENERAL OPERATIONS$5,000
JDRF INTERNATIONAL
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
JEREMIAH PROGRAM
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$5,000
JUDICIAL WATCH
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
JUNIOR ACHIEVEMENT OF UPPER MIDWEST
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
LANDMARK CENTER
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$7,500
LEADERSHIP INSTITUTE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTVA99999PCGENERAL OPERATIONS$1,000
LEWIS & CLARK COLLEGE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTOR99999PCGENERAL OPERATIONS$1,000
LIBERTY CLASSICAL ACADEMY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCSCHOLARSHIP$7,500
LISTENING HOUSE OF ST PAUL
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$25,000
LOWER PHALEN CREEK PROJECT
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$3,500
LUTHERAN SOCIAL SERVICE OF MN
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$3,500
MAHTOMEDI AREA EDUCATION FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
MAYO CLINIC FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$4,500
METRO STATE UNIVERSITY FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$29,837
MINNEAPOLIS SOCIETY OF FINE ARTS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$3,500
MINNESOTA TRANSPORTATION MUSEUM
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
MINNESOTA WILD FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
MN BOY CHOIR
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$10,175
MN CENTER FOR ENVIRONMENTAL ADVOCACY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
MN CHILDREN'S MUSEUM
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,000
MN HISTORICAL SOCIETY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$43,237
MN LAND TRUST
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,000
MN LANDMARKS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$250
MN MUSEUM OF AMERICAN ART
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$15,000
MN OPERA
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$3,500
MN PUBLIC RADIO
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$6,500
MN STATE FAIR FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCENDOWMENT$7,500
MN VOTERS ALLIANCE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
MOUNDS PARK ACADEMY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$16,000
MPGL ENTERTAINMENT
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,600
NAMI MN
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
NATIONAL CHRISTIAN FOUNDATION (HOPE ACADEMY)
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCENDOWMENT$5,000
NATIONAL TRUST FOR HISTORIC PRESERVATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTDC99999PCGENERAL OPERATIONS$10,100
NEIGHBORHOOD HOUSE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$3,000
NORTHEASTERN MINNESOTANS FOR WILDERNESS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
NORTHERN STAR COUNCIL
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$7,500
ORDWAY CENTER FOR THE PERFORMING ART
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$18,000
OUR LADY OF PEACE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
PARK SQUARE THEATER COMPANY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$61,687
PEOPLE INCORPORATED
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$14,000
PLANNED PARENTHOOD
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$10,000
POPULATION CONNECTION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTDC99999PCGENERAL OPERATIONS$100
PROJECT FOR PRIDE IN LIVING INC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$6,000
PUBLIC ART ST PAUL
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
RAMSEY COUNTY HISTORICAL SOCIETY INC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCCAPITAL CAMPAIGN$61,556
RAMSEY HILL ASSOCIATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
REGIONS HOSPITAL FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$7,500
RONDO CENTER OF DIVERSE EXPRESSION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
ROTARY FOUNDATION OF ROTARY INTERNATIONAL
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
SAINT PAUL AND MINNESOTA FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$14,000
SALVATION ARMY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$5,000
SCHUBERT CLUB INC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$5,000
SCIENCE MUSEUM OF MN
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCENDOWMENT$8,100
SERVEMN
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$5,000
SHATTUCK - ST MARY'S SCHOOL FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
SMALL SUMS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$500
SOLAR COOKERS INTERNATIONAL
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCA99999PCGENERAL OPERATIONS$100
SOLID GROUND
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
SPONDYLITIS ASSOCIATION OF AMERICA
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$100
ST ANDREW'S LUTHERAN CHURCH
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$5,000
ST EDWARD'S UNIVERSITY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTTX99999PCGENERAL OPERATIONS$100
ST LAWRENCE UNIVERSITY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$500
ST PAUL ACADEMY AND SUMMIT SCHOOL
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCCAPITAL CAMPAIGN$4,500
ST PAUL CHAMBER ORCHESTRA SOCIETY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
ST PAUL CITY SCHOOLS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
ST PAUL FIRE FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
ST PAUL GARDEN CLUB INC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
ST PAUL PARKS AND CONSERVANCY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$27,750
ST PAUL POLICE FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$5,000
ST PAUL ROTARY FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$5,000
TAKE CHARGE MN
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,500
THE ARTS PARTNERSHIP
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
THE LINK
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
THE READING CENTER
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$250
THEATER LATTE DA
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
TREEHOUSE INC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$5,000
TWIN CITIES PUBLIC TELEVISION INC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCENDOWMENT$17,600
UJAMAA PLACE
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$3,500
UNION GOSPEL MISSION ASSN OF ST PAUL
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$5,000
UNITED THEOLOGICAL SEMINARY OF THE TWIN CITIES
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
UNITY CHURCH OF ST PAUL
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
UNIVERSITY OF DENVER
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCO99999PCGENERAL OPERATIONS$1,000
UNIVERSITY OF MINNESOTA LANDSCAPE ARBORETUM
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
UNIVERSITY OF ST THOMAS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$10,100
URBAN ROOTS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
VAIL CHRISTIAN ACADEMY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCO99999PCSCHOLARSHIP$2,500
VAIL HEALTH FOUNDATION
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCO99999PCGENERAL OPERATIONS$2,500
VAIL VALLEY FOUNDATION INC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTCO99999PCGENERAL OPERATIONS$2,000
WALKER WEST
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
WESTERN RESERVE ACADEMY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTOH99999PCGENERAL OPERATIONS$500
WHITE BEAR CENTER FOR THE ARTS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,500
WHITE BEAR LAKE AREA HISTORICAL SOCIETY
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$2,250
WHITE BEAR LAKE FIREWORKS
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$500
WILDER FOUNDATION AMHERST H
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCENDOWMENT$32,312
WILDERNESS INQUIRY INC
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$1,000
YMCA OF THE GREATER TWIN CITIES
AVAILABLE UPON REQUESTAVAILABLE UPON REQUESTMN99999PCGENERAL OPERATIONS$8,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$902,138TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$451,020ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,914ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,221,723ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,695,657ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,695,657TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
TODD S NICHOLSON
16 WEST FIFTH ST STE 200ST PAULMN55102$99,591Yes (X)
DAVID O NICHOLSON
26 WEST FIFTH ST STE 200ST PAULMN55102$46,356Yes (X)
RICHARD H NICHOLSON
36 WEST FIFTH ST STE 200ST PAULMN55102$108,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1775 SHARES OF MMM STOCK$99,5912024-12-17
2440 SHARES MMM STOCK$46,3562024-03-18
3100 SHARES TPL STOCK$108,0002024-10-28

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND ADMINISTRATIONCategoryTxt
Amt$93,775Amt
Net Investment Income$46,887NetInvestmentIncomeAmt
Disbursements Charitable Prps$46,888DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$11,483,365EOYBookValueAmt
EOYFMV$15,345,992EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - OTHERCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,121,602BookValueAmt
EOYFMV$4,584,500EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
PARTNERSHIP BOOK-TAX DIFFERENCES$43,659
CHANGE IN BOOK VALUE DIFFERENCE OF MARKETABLE SECURITIES$290,341
TIMING DIFFERENCES$3

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON GIFTDesc
Revenue And Expenses Per Books$13,045RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MISCELLANEOUS INCOME$117$117$117
PARTNERSHIP INCOME$22,797$22,797$22,797

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARDSDesc
BOY Book Value$140,072BOYBookValueAmt
EOY Book Value$133,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENTCategoryTxt
Amt$58,568Amt
Net Investment Income$58,568NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITH HELD$9,174$9,174$0
FEDERAL INCOME TAX$3,000$3,000$0