DRISCOLL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DRISCOLL FOUNDATION (EIN 41-6012065)
- Tax period
- 2024-03-01 to 2025-02-28
- Filed
- 2026-01-13
- IRS object ID
- 202620139349100407
- Schema version
- 2024v5.5
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-13T09:08:33-06:00 | ReturnTs |
| Tax Period End | 2025-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410445819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY COUNSELLING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416012065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRISCOLL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRIS | BusinessNameControlTxt |
| Phone | 6512280935 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH D HLAVKA | PersonNm |
| Person Title | PRES/DIR | PersonTitleTxt |
| Phone | 6512280935 | PhoneNum |
| Signature | 2026-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS HONG | PreparerPersonNm |
| PTIN | P01249570 | PTIN |
| Phone | 6512280935 | PhoneNum |
| Preparation | 2026-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,807,898 | 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 | $332,388 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $697,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $566,786 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,416,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,558,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,007,959 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $642,237 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $331,805 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,088,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,906,550 | 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 |
| Legal Fees Rev And Expnss | $9,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $144,862 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,161 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $132,201 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $29,047 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,943 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $141,951 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,136,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,121,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,320,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,263,451 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,768,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,880,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,237 | CashBOYAmt |
| Cash EOY | $231,876 | CashEOYAmt |
| Cash EOYFMV | $231,876 | CashEOYFMVAmt |
| Acct Rcvbl | $1,000,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,000,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,000,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,000,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $15,732,923 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,506,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,741,692 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,609,531 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,257,561 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,666,602 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,308,635 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,295,354 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,992,461 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $175,267 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $175,267 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,898,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,466,960 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,807,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,898,326 | CapitalStockBOYAmt |
| Capital Stock EOY | $28,898,326 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,568,634 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,898,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,466,960 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,898,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,466,960 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,898,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,768,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $115,321 | OtherIncreasesAmt |
| Subtotal | $30,782,147 | SubtotalAmt |
| Other Decreases | $315,187 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,466,960 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY-SHORT TERM SALES 1099 | P | $48,193 | $43,086 | $5,107 | $5,107 |
| FIDELITY-LONG TERM SALES 1099 | P | $1,423,883 | $453,435 | $970,448 | $970,448 |
| FIDELITY-LONG TERM DISTRIBUTIONS 1099 | P | $434,157 | $434,157 | $434,157 | |
| BOOK-SHORT TERM SALES | P | $154,094 | $154,094 | $0 | $0 |
| BOOK-LONG TERM SALES | P | $1,423,883 | $1,423,883 | $0 | $0 |
| K-1S SHORT-TERM SALES | P | $12,181 | -$12,181 | -$12,181 | |
| K-1S LONG-TERM SALES | P | $610,428 | $610,428 | $610,428 | |
| BOOK-LONG TERM DISTRIBUTION | P | $390,625 | $390,625 | $0 | $0 |
| BOOK-LONG TERM NON-MARKETABLE GAIN | P | $73,657 | $73,657 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,007,959 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $27,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $56,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,344 | EsPenaltyAmt |
| Overpayment | $14,918 | OverpaymentAmt |
| Applied To ES Tax | $14,918 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FIDUCIARY COUNSELLING INC | IndividualWithBooksNm |
| Phone | 6512280935 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH S DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF R TOLZIN | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN B DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET L DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM L DRISCOLL | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH D HLAVKA | ||||||||
| 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | PRESIDENT/DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY COUNSELLING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 E 7TH STREET SUITE 2000 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551014930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING & TAX | ServiceTypeTxt |
| Compensation | $144,862 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,782,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $466,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,713,042 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,961,516 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,961,516 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $584,423 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,377,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,918,855 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,918,855 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,038 | TotalTaxAmt |
| Distributable Before Adj | $1,878,817 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,878,817 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,878,817 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,263,451 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,263,451 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,878,817 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,718,141 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $4,718,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,263,451 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,263,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $615,366 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $615,366 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,102,775 | 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 | $4,102,775 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,102,775 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH S DRISCOLL | ContributingManagerNm |
| Contributing Manager | ELIZABETH D HLAVKA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| THINK SMALL | |||||||
| 10 YORKTON COURT | SAINT PAUL | MN | 551171065 | PC | THE ANNUAL FUND | $1,000 | |
| MINNESOTA CHILDREN'S MUSEUM | |||||||
| 10 7TH STREET WEST | SAINT PAUL | MN | 551020000 | PC | THE ANNUAL FUND | $1,000 | |
| VASSAR COLLEGE | |||||||
| 161 COLLEGE AVENUE BOX 14 | POUGHKEEPSIE | NY | 12603 | PC | THE ANNUAL FUND | $1,000 | |
| CHILDREN'S HOME SOCIETY | |||||||
| 1605 EUSTIS STREET | ST PAUL | MN | 55108 | PC | THE ANNUAL FUND | $1,000 | |
| CHATHAM HALL | |||||||
| 800 CHATHAM HALL CIRCLE | CHATHAM | VA | 245313084 | PC | THE ANNUAL FUND | $1,000 | |
| MINNEAPOLIS COLLEGE OF ART & DESIGN | |||||||
| 2501 STEVENS AVENUE | MINNEAPOLIS | MN | 554044347 | PC | THE ANNUAL FUND | $1,000 | |
| STANFORD UNIVERSITY | |||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 943090466 | PC | SCHOOL OF MEDICINE | $1,000 | |
| SUGARLOAF THE NORTH SHORE STEWARDSHIP ASSOCIATION | |||||||
| 6008 LONDON ROAD | DULUTH | MN | 558042523 | PC | THE ANNUAL FUND | $1,000 | |
| STANFORD UNIVERSITY | |||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 943090466 | PC | SCHOOL OF ENGINEERING | $1,000 | |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVENUE | SAINT PAUL | MN | 551051801 | PC | THE ANNUAL FUND | $1,000 | |
| BATES COLLEGE | |||||||
| 216 LANE HALL 2 ANDREWS ROAD | LEWISTON | ME | 042400000 | PC | THE ANNUAL FUND | $1,000 | |
| WALKER ART CENTER | |||||||
| 725 VINELAND PLACE | MINNEAPOLIS | MN | 554031139 | PC | THE ANNUAL FUND | $1,000 | |
| CAMP KOOCH I CHING | |||||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 452081409 | PC | SCHOLARSHIPS FOR CAMP KOOCH I CHING | $1,500 | |
| HEALTH STORY COLLABORATIVE INC | |||||||
| 105 COOLIDGE HILL | CAMBRIDGE | MA | 021385501 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| STANFORD UNIVERSITY | |||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 943090466 | PC | GRADUATE SCHOOL OF BUSINESS | $2,000 | |
| AVENUES FOR YOUTH | |||||||
| 1708 OAK PARK AVENUE NORTH | MINNEAPOLIS | MN | 554113944 | PC | OPERATING EXPENSES | $2,000 | |
| HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 060392141 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| MILKWEED EDITIONS INC | |||||||
| 1011 WASHINGTON AVENUE SOUTH SUITE | MINNEAPOLIS | MN | 554151277 | PC | FELLOWSHIP FUND | $2,000 | 300 |
| STANFORD UNIVERSITY | |||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 943090466 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| COMMUNITY RESOURCE CENTER | |||||||
| 303 EAST 17TH AVENUE SUITE 405 | DENVER | CO | 80203 | PC | GENERAL OPERATING SUPPORT IN HONOR OF STEVE GRAHAM | $2,500 | |
| YALE UNIVERSITY | |||||||
| OFFICE OF DEVELOPMENT CONTRIBUTION | NEW HAVEN | CT | 065212038 | PC | THE ANNUAL FUND | $3,000 | PROCESSING |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH STREET NORTHWEST | WASHINGTON | DC | 200013186 | PC | THE ANNUAL FUND | $3,000 | |
| HUMANE SOCIETY OF TACOMA AND PIERCE COUNTY | |||||||
| 2608 CENTER STREET | TACOMA | WA | 984097602 | PC | GENERAL OPERATING SUPPORT | $3,110 | |
| MINNESOTA WIND ORCHESTRA | |||||||
| 7 WEST GOLDEN LAKE ROAD | CIRCLE PINES | MN | 550141703 | PC | OPERATING EXPENSES | $3,198 | |
| DAWSON SCHOOL | |||||||
| 10455 DAWSON DRIVE | LAFAYETTE | CO | 80026 | PC | THE ANNUAL FUND | $3,500 | |
| MINNESOTA COUNCIL ON FOUNDATIONS | |||||||
| 2550 UNIVERSITY AVENUE WEST SUITE | SAINT PAUL | MN | 55114 | PC | 2025 MEMBERSHIP | $4,750 | 200N |
| MINNEAPOLIS INSTITUTE OF ARTS | |||||||
| 2400 3RD AVENUE SOUTH | MINNEAPOLIS | MN | 554043506 | PC | THE ANNUAL FUND | $5,000 | |
| MINNESOTA HISTORICAL SOCIETY | |||||||
| 345 W KELLOGG BOULEVARD | SAINT PAUL | MN | 551021903 | PC | NORTH STAR HERITAGE FUND | $5,000 | |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 551012217 | PC | GLEN NELSON CENTER | $5,000 | |
| MILKWEED EDITIONS INC | |||||||
| 1011 WASHINGTON AVENUE SOUTH SUITE | MINNEAPOLIS | MN | 554151277 | PC | GENERAL OPERATING SUPPORT IN HONOR OF LIBBY HLAVKA | $5,000 | 300 |
| HOUSE OF HOPE PRESBYTERIAN CHURCH | |||||||
| 797 SUMMIT AVENUE | ST PAUL | MN | 55105 | PC | THE ANNUAL FUND | $5,000 | |
| NATIVE GOVERNANCE CENTER | |||||||
| 1730 NEW BRIGHTON BOULEVARD | MINNEAPOLIS | MN | 554131248 | PC | OPERATING EXPENSES | $5,000 | |
| NEIGHBORHOOD HOUSE | |||||||
| 179 ROBIE STREET EAST | SAINT PAUL | MN | 551072360 | PC | THE ANNUAL FUND | $5,000 | |
| MINNESOTA AFRICAN AMERICAN HERITAGE MUSEUM AND GALLERY | |||||||
| 1256 PENN AVENUE NORTH FOURTH FLOOR | MINNEAPOLIS | MN | 554112617 | PC | GENERAL OPERATING SUPPORT IN HONOR JEFF AND JACK RAINEY | $5,000 | |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION | |||||||
| 11400 TOMAHAWK CREEK PARKWAY SUITE | LEAWOOD | KS | 662112680 | PC | RESEARCH | $5,000 | 440 |
| FRIENDS OF THE ST PAUL PUBLIC LIBRARY | |||||||
| 332 MINNESOTA STREET SUITE W1420 | SAINT PAUL | MN | 551011333 | PC | THE ANNUAL FUND | $5,000 | |
| AMERICAN UNIVERSITY IN CAIRO | |||||||
| 420 LEXINGTON AVENUE SUITE 1644 | NEW YORK | NY | 10170 | PC | THE ANNUAL FUND | $5,000 | |
| BENNINGTON COLLEGE CORPORATION | |||||||
| INSTITUTIONAL ADVANCEMENT ONE | BENNINGTON | VT | 05201 | PC | WRITING SEMINARS | $5,000 | COLLEGE DRIVE |
| CAMARGO FOUNDATION | |||||||
| 550 VANDALIA STREET SUITE 109 | SAINT PAUL | MN | 551141942 | POF | BOARD-DESIGNATED FUND FOR PROPERTY | $5,000 | |
| CAMERON AND HAYDEN LORD FOUNDATION | |||||||
| 110 RIVERSIDE DRIVE APARTMENT 12C | NEW YORK | NY | 100243733 | PF | UNRESTRICTED SUPPORT IN HONOR OF CAMERON AND HAYDEN AND THEIR AMAZING FAMILIES | $5,000 | |
| CAMERON AND HAYDEN LORD FOUNDATION | |||||||
| 110 RIVERSIDE DRIVE APARTMENT 12C | NEW YORK | NY | 100243733 | PF | UNRESTRICTED SUPPORT IN HONOR OF CAMERON AND HAYDEN AND THEIR AMAZING FAMILIES | $5,000 | |
| COURAGEOUS PARENTS NETWORK | |||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 024582517 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SAINT PAUL & MINNESOTA FOUNDATION | |||||||
| 101 FIFTH STREET EAST SUITE 2400 | SAINT PAUL | MN | 55101 | PC | FRIENDS OF OAKLAND CEMETERY FUND (180119) | $5,000 | |
| SCIENCE MUSEUM OF MINNESOTA | |||||||
| 120 KELLOGG BOULEVARD WEST | SAINT PAUL | MN | 551021202 | PC | THE ANNUAL FUND | $5,000 | |
| ECO-CYCLE | |||||||
| PO BOX 19006 | BOULDER | CO | 803082006 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DODGE NATURE CENTER | |||||||
| 365 MARIE AVENUE WEST | WEST ST PAUL | MN | 551183848 | PC | THE ANNUAL FUND | $5,000 | |
| DAVIS PHINNEY FOUNDATION | |||||||
| PO BOX 270948 | LOUISVILLE | CO | 80027 | PC | THE ANNUAL FUND | $5,000 | |
| NORTHWEST WATERSHED INSTITUTE | |||||||
| 3407 EDDY STREET | PORT TOWNSEND | WA | 983680000 | PC | NORTH OLYMPIC PENINSULA AND HOOD CANAL | $6,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | DENVER | CO | 802179155 | PC | COLORADO SHAKESPEARE FESTIVAL GUILD GENERAL OPERATING SUPPORT | $7,000 | |
| WESTERN RESOURCE ADVOCATES | |||||||
| 2260 BASELINE ROAD SUITE 200 | BOULDER | CO | 803027740 | PC | GENERAL OPERATING SUPPORT IN HONOR OF PEGGY DRISCOLL AND ROB KEELEY | $7,500 | |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 551012217 | PC | GENERAL OPERATING SUPPORT IN HONOR OF ELIZABETH HLAVKA | $7,500 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH SUITE 100 | SAINT CLOUD | MN | 563014275 | PC | DRISCOLL DONOR ADVISED FUND WITH ALEXANDRIA AREA COMMUNITY FOUNDATION | $7,500 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH SUITE 100 | SAINT CLOUD | MN | 563014275 | PC | GENERAL OPERATING SUPPORT FOR ALEXANDRIA AREA COMMUNITY FOUNDATION IN HONOR OF JACK DRISCOLL'S LEADERSHIP | $7,500 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH SUITE 100 | SAINT CLOUD | MN | 563014275 | PC | ALEXANDRIA AREA COMMUNITY FOUNDATION IN HONOR OF JACK AND KIRSTEN DRISCOLL | $7,500 | |
| GREAT RIVER GREENING | |||||||
| 251 STARKEY STREET SUITE 2200 | SAINT PAUL | MN | 551071874 | PC | OPERATING EXPENSES | $10,000 | |
| CITIZENS UNITED FOR RESEARCH IN EPILEPSY (CURE) | |||||||
| 420 NORTH WABASH AVENUE SUITE 650 | CHICAGO | IL | 60611 | PC | OPERATING EXPENSES IN HONOR OF HENRY WALTER | $10,000 | |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| MSC 1082-414-2555 1 BROOKINGS DRIVE | SAINT LOUIS | MO | 631309989 | PC | THE ANNUAL FUND | $10,000 | |
| OPEN BOOK | |||||||
| 1011 WASHINGTON AVENUE SOUTH | MINNEAPOLIS | MN | 55415 | PC | CAPITAL CAMPAIGN | $10,000 | |
| MINNESOTA MUSEUM OF AMERICAN ART | |||||||
| 350 ROBERT STREET NORTH | SAINT PAUL | MN | 551011512 | PC | OPERATING FUNDS | $10,000 | |
| CARLETON COLLEGE | |||||||
| 1 NORTH COLLEGE STREET | NORTHFIELD | MN | 550574001 | PC | THE AREA OF GREATEST NEED | $10,000 | |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||
| 1712 RANDOLPH AVENUE | SAINT PAUL | MN | 551052159 | PC | THE ANNUAL FUND | $10,722 | |
| ANNIE WRIGHT SCHOOLS | |||||||
| 827 NORTH TACOMA AVENUE | TACOMA | WA | 984032832 | PC | TACOMA SCHOLARS | $11,258 | |
| DENVER ART MUSEUM | |||||||
| DEVELOPMENT OFFICE PO BOX 17765 | DENVER | CO | 80217 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| COLORADO PUBLIC RADIO | |||||||
| 7409 SOUTH ALTON COURT | CENTENNIAL | CO | 801122301 | PC | GENERAL OPERATING SUPPORT IN HONOR OF RYAN WARNER AND HIS REPORTING | $12,500 | |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 200050000 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| COLORADO COLLEGE | |||||||
| 14 EAST CACHE LA POUDRE STREET | COLORADO SPRINGS | CO | 809033243 | PC | THE AREA OF GREATEST NEED | $15,000 | |
| PLANNED PARENTHOOD OF NORTH CENTRAL STATES | |||||||
| 671 VANDALIA STREET | SAINT PAUL | MN | 551141312 | PC | COMMUNITY EDUCATION PROGRAM | $15,000 | |
| GREATER TWIN CITIES UNITED WAY | |||||||
| 404 SOUTH EIGHTH STREET | MINNEAPOLIS | MN | 554041027 | PC | THE ANNUAL FUND | $20,000 | |
| AVON HILLS FOLK SCHOOL | |||||||
| PO BOX 276 | AVON | MN | 563100276 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | BOSTON | MA | 452770053 | PC | CARNIOLAN FUND (1236087) | $37,212 | |
| FRIENDS OF THE MISSISSIPPI RIVER | |||||||
| 106 WEST WATER STREET SUITE 600 | SAINT PAUL | MN | 55107 | PC | OPERATING EXPENSES ($20,000) AND OUR RIVER CAMPAIGN ($20,000) | $40,000 | |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 551012217 | PC | BOARD ANNUAL CAMPAIGN ($20,000) AND COMPREHENSIVE CAMPAIGN ($25,000) | $45,000 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH SUITE 100 | SAINT CLOUD | MN | 563014275 | PC | DRISCOLL DONOR ADVISED FUND WITH ALEXANDRIA AREA COMMUNITY FOUNDATION | $47,500 | |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||
| 1712 RANDOLPH AVENUE | SAINT PAUL | MN | 551052159 | PC | IMAGINING OUR FUTURE CAMPAIGN PLEDGE OF $150,000 OVER THREE YEARS | $50,000 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH SUITE 100 | SAINT CLOUD | MN | 563014275 | PC | ALEXANDRIA AREA COMMUNITY FOUNDATION - AWARDS DINNER MATCHING CONTRIBUTION | $50,000 | |
| YALE UNIVERSITY | |||||||
| OFFICE OF DEVELOPMENT CONTRIBUTION | NEW HAVEN | CT | 065212038 | PC | YPAS PROGRAM GENERAL SUPPORT | $50,000 | PROCESSING |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 MAIL STOP 1313-3-FND | TACOMA | WA | 984150296 | PC | MARY BRIDGE CHILDRENS HOSPITAL CAPITAL PROJECT | $50,000 | |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | |||||||
| 1712 RANDOLPH AVENUE | SAINT PAUL | MN | 551052159 | PC | CAPITAL CAMPAIGN | $50,000 | |
| DODGE NATURE CENTER | |||||||
| 365 MARIE AVENUE WEST | WEST ST PAUL | MN | 551183848 | PC | THE CAPITAL CAMPAIGN AND IS A 5-YEAR PLEDGE OF $250,000 | $50,000 | |
| FRIENDS OF THE MISSISSIPPI RIVER | |||||||
| 106 WEST WATER STREET SUITE 600 | SAINT PAUL | MN | 55107 | PC | CAPITAL CAMPAIGN | $65,000 | |
| MINNESOTA LANDSCAPE ARBORETUM FOUNDATION | |||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 553189613 | PC | SLADE PERENNIAL GARDEN, DRISCOLL FAMILY OVERLOOK AND IS A 4-YEAR PLEDGE | $100,000 | |
| NEIGHBORHOOD HOUSE | |||||||
| 179 ROBIE STREET EAST | SAINT PAUL | MN | 551072360 | PC | THE HOPE IN ACTION CAPITAL CAMPAIGN | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,135,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $697,215 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $642,237 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,416,819 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,756,271 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,756,271 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ELIZABETH D HLAVKA REVOCABLE TRUST | |||||||
| 1 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $20,095 | Yes (X) | Yes (X) |
| JOHN B DRISCOLL REVOCABLE TRUST | |||||||
| 2 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $20,145 | Yes (X) | Yes (X) |
| WILLIAM L DRISCOLL REVOCABLE TRUST | |||||||
| 3 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $19,993 | Yes (X) | Yes (X) |
| 1995 REV TRUST OF ELIZABETH S DRISCOLL | |||||||
| 4 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $148,680 | Yes (X) | Yes (X) |
| 1995 REV TRUST OF ELIZABETH S DRISCOLL | |||||||
| 5 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $90,019 | Yes (X) | Yes (X) |
| SUNFISH TRUST | |||||||
| 6 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $20,000 | Yes (X) | |
| 1995 REV TRUST OF ELIZABETH S DRISCOLL | |||||||
| 7 | 30 E 7TH STREET SUITE 2000 | ST PAUL | MN | 551014930 | $13,456 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 110 SHARES GE AEROSPACE STOCK | $20,095 | 2024-11-26 |
| 2 | 42 SHARES OF BERKSHIRE HATHAWAY INC CL B STOCK | $20,145 | 2024-11-25 |
| 3 | 477 SHARES OF POTLATCHDELTIC CORPORATION STOCK | $19,993 | 2024-11-15 |
| 4 | 500 SHARES OF AMERICAN EXPRESS COMPANY STOCK | $148,680 | 2024-12-20 |
| 5 | 703 SHARES OF 3M COMPANY | $90,019 | 2024-12-20 |
| 7 | 40 SHARES GE VERNOVA STOCK | $13,456 | 2024-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICE | CategoryTxt |
| Amt | $144,862 | Amt |
| Net Investment Income | $11,161 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $132,201 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAMARGO FOUNDATION | |||||||||||
| 550 VANDALIA STREET SUITE 109 | SAINT PAUL | MN | 551141942 | 2024-02-13 | $5,000 | BOARD-DESIGNATED FUND FOR PROPERTY | $5,000 | THE GRANTEE HAS NOT DIVERTED ANY PORTION FROM THE PURPOSE OF THE GRANT. | 2/24/2024; 04/24/2025 | 2025-04-24 | TO THE KNOWLEDGE OF THE GRANTOR, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE GRANTOR, NEITHER THE PRINCIPAL NOR THE INCOME FROM THE GRANT FUNDS HAS BEEN USED FOR ANY PURPOSE WHICH WOULD RESULT IN TAX UNDER IRC SECTION 4945(D). NO VERIFICATIONS HAVE BEEN UNDERTAKEN. |
| CAMERON AND HAYDEN LORD FOUNDATION | |||||||||||
| 110 RIVERSIDE DRIVE APARTMENT 12C | NEW YORK | NY | 100243733 | 2024-06-07 | $5,000 | BOARD-DESIGNATED FUND FOR PROPERTY | $5,000 | THE GRANTEE HAS NOT DIVERTED ANY PORTION FROM THE PURPOSE OF THE GRANT. | 4/22/2025 | 2025-04-22 | TO THE KNOWLEDGE OF THE GRANTOR, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE GRANTOR, NEITHER THE PRINCIPAL NOR THE INCOME FROM THE GRANT FUNDS HAS BEEN USED FOR ANY PURPOSE WHICH WOULD RESULT IN TAX UNDER IRC SECTION 4945(D). NO VERIFICATIONS HAVE BEEN UNDERTAKEN. |
| CAMERON AND HAYDEN LORD FOUNDATION | |||||||||||
| 110 RIVERSIDE DRIVE APARTMENT 12C | NEW YORK | NY | 100243733 | 2025-02-26 | $5,000 | BOARD-DESIGNATED FUND FOR PROPERTY | THE GRANTEE HAS NOT DIVERTED ANY PORTION FROM THE PURPOSE OF THE GRANT. | TO THE KNOWLEDGE OF THE GRANTOR, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE GRANTOR, NEITHER THE PRINCIPAL NOR THE INCOME FROM THE GRANT FUNDS HAS BEEN USED FOR ANY PURPOSE WHICH WOULD RESULT IN TAX UNDER IRC SECTION 4945(D). NO VERIFICATIONS HAVE BEEN UNDERTAKEN. | |||
| CAMARGO FOUNDATION | |||||||||||
| 550 VANDALIA STREET SUITE 109 | SAINT PAUL | MN | 551141942 | 2025-02-26 | $5,000 | BOARD-DESIGNATED FUND FOR PROPERTY | $5,000 | THE GRANTEE HAS NOT DIVERTED ANY PORTION FROM THE PURPOSE OF THE GRANT. | 04/24/2025 | 2025-04-24 | TO THE KNOWLEDGE OF THE GRANTOR, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE GRANTOR, NEITHER THE PRINCIPAL NOR THE INCOME FROM THE GRANT FUNDS HAS BEEN USED FOR ANY PURPOSE WHICH WOULD RESULT IN TAX UNDER IRC SECTION 4945(D). NO VERIFICATIONS HAVE BEEN UNDERTAKEN. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GUGGENHEIM TOTAL RETURN BOND FD INSTL | $2,119,382 | $1,894,631 |
| PERFORMANCE TRUST STRATEGIC BOND FD | $2,127,403 | $1,892,822 |
| PIMCO INCOME FUND INSTITUTIONAL FUND | $2,010,776 | $1,879,149 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AQR EMERGING MULTI STYLE II FUND CL R6 | $634,417 | $728,322 |
| CLEARWATER INTERNATIONAL FUND | $2,459,866 | $3,034,744 |
| CLEARWATER SELECT EQUITY FUND | $815,158 | $1,465,899 |
| POTLATCHDELTIC | $1,840 | $407,563 |
| VANGUARD 500 INDEX FD ADM SHS | $2,448,594 | $3,419,145 |
| VANGUARD EMERGING MKTS STK INDEX INSTL | $599,655 | $609,492 |
| VANGUARD PRIMECAP CORE FD | $861,289 | $1,756,208 |
| VANGUARD SELECTED VALUE FD | $1,716,479 | $1,714,501 |
| WEYERHAEUSER CO | $145,346 | $1,067,647 |
| PAX GLOBAL ENVIRONMENTAL MKTS FD | $1,467,376 | $1,520,448 |
| CLEARWATER DIVERSIFYING STRATEGIES OFFSHORE FUND | $3,360,000 | $3,629,342 |
| FIDELITY ADVISOR INTL REAL ESTATE FUND | $532,391 | $544,067 |
| PRINCIPAL REAL ESTATE SECURITIES FUND | $1,464,491 | $1,844,314 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLEARWATER OPPORTUNITY FUND | AT COST | $1,207,777 | $1,374,204 |
| CLEARWATER PRIVATE OPP FD VI | AT COST | $825,000 | $1,583,006 |
| CLEARWATER PRIVATE OPP FD VII | AT COST | $1,057,500 | $1,128,451 |
| LONE STAR GROWTH CAPITAL LP | AT COST | $642,118 | $137,940 |
| NORTHCOAST MEZZANINE SBIC III | AT COST | $937,500 | $1,251,267 |
| MPOWERED CAPITAL ACCESS FUND I | AT COST | $212,381 | $191,918 |
| SAINT PAUL PROPERTIES FUND VII, LLC | AT COST | $296,286 | $296,286 |
| SPELL MEZZANINE PARTNERS SBIC II LP | AT COST | $467,917 | $1,375,410 |
| WOVENEARTH FUND I LP | AT COST | $588,125 | $566,552 |
| CLEARWATER PRIVATE OPP FD VIII | AT COST | $60,750 | $59,667 |
| CLEARWATER PRIVATE OPP FD III | AT COST | $0 | $89,539 |
| CLEARWATER PRIVATE OPP FD IV | AT COST | $0 | $240,001 |
| CLEARWATER PRIVATE OPP FD V | AT COST | $0 | $2,355,539 |
| SPELL MEZZANINE PARTNERS SBIC LP | AT COST | $0 | $342,681 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Legal Fees | $9,750 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,750 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE (3M COMPANY) | $0 | $513 | $513 |
| DUE TO/DUE FROM | $0 | $174,754 | $174,754 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER ADJUSTMENTS | $6,201 |
| ROUNDING | $1 |
| NON TAXABLE DIFFERENCE BETWEEN COST & FMV | $308,985 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME (INFORMATION AVAILABLE UPON REQUEST) | $603,741 | $331,805 | $603,741 |
| EXCISE TAX REFUND | $38,496 | $0 | $38,496 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PRIOR YEAR ADJUSTMENTS | Desc |
| Amt | $115,321 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $0 | $14,943 | $0 |
| 2024 FEDERAL TAXES | $29,047 | $0 | $0 |