STRONGE FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STRONGE FAMILY FOUNDATION (EIN 41-2023746)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-12
- IRS object ID
- 201302249349100655
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T09:08:31-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYUM & BARENSCHEER PLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3050 METRO DR STE 200 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554251515 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412023746 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRONGE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STRO | NameControl |
| Phone | 6514829714 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 SUMMIT HEIGHTS | AddressLine1 |
| City | NORTH OAKS | City |
| State | MN | State |
| ZIP Code | 55127 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES STRONGE | Name |
| Title | PRESIDENT | Title |
| Phone | 6514829714 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID POTTS | Name |
| Phone | 9528544244 | Phone |
| Date Prepared | 2013-08-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 952974 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 19 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 19 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14842 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14841 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 85405 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 551929 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 85405 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 100266 | TotalRevenueAndExpenses |
| Total Net Investment Income | 100265 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 5000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 5000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 5000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1085 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1085 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1085 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9514 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9514 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 9514 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 769 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 769 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 769 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3684 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 3684 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3684 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 200 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 200 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 200 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20252 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20252 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 20252 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 60000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 60000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 80252 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20252 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 80252 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 20014 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 80013 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 41296 | CashBOY |
| Cash EOY | 58713 | CashEOY |
| Cash EOYFMV | 58713 | CashEOYFMV |
| Investments Corp Stock BOY | 883139 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 894261 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 894261 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 924435 | TotalAssetsBOY |
| Total Assets EOY | 952974 | TotalAssetsEOY |
| Total Assets EOYFMV | 952974 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 924435 | RetainedEarningsBOY |
| Retained Earnings EOY | 952974 | RetainedEarningsEOY |
| Total Net Assets BOY | 924435 | TotalNetAssetsBOY |
| Total Net Assets EOY | 952974 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 924435 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 952974 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 924435 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 20014 | ExcessOfRevenueOverExpenses |
| Other Increases | 8525 | OtherIncreases |
| Subtotal | 952974 | Subtotal |
| Total Net Assets Fund Balances EOY | 952974 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY - 043312 | P | 2012-01-01 | 2012-12-31 | 13262 | 14171 | -909 | -909 |
| MORGAN STANLEY - 043312 | P | 2012-01-01 | 2012-12-31 | 2561 | 410 | 2151 | 2151 |
| MORGAN STANLEY - 043312 | P | 2011-12-30 | 2012-12-31 | 17967 | 21551 | -3584 | -3584 |
| MORGAN STANLEY - 043312 | P | 2011-12-30 | 2012-12-31 | 112991 | 69100 | 43891 | 43891 |
| MORGAN STANLEY - 043313 | P | 2012-01-01 | 2012-12-31 | 23021 | 23607 | -586 | -586 |
| MORGAN STANLEY - 043313 | P | 2011-12-30 | 2012-12-31 | 9901 | 10019 | -118 | -118 |
| MORGAN STANLEY - 043313 | P | 2011-12-30 | 2012-12-31 | 83193 | 60831 | 22362 | 22362 |
| MORGAN STANLEY - 043314 | P | 2012-01-01 | 2012-12-31 | 114948 | 115823 | -875 | -875 |
| MORGAN STANLEY - 043314 | P | 2012-01-01 | 2012-12-31 | 39 | 31 | 8 | 8 |
| MORGAN STANLEY - 043314 | P | 2011-12-30 | 2012-12-31 | 29222 | 30926 | -1704 | -1704 |
| MORGAN STANLEY - 043314 | P | 2011-12-30 | 2012-12-31 | 48228 | 32633 | 15595 | 15595 |
| MORGAN STANLEY - 043315 | P | 2012-01-01 | 2012-12-31 | 25537 | 23702 | 1835 | 1835 |
| MORGAN STANLEY - 043315 | P | 2012-01-01 | 2012-12-31 | 3721 | 3440 | 281 | 281 |
| MORGAN STANLEY - 043315 | P | 2011-12-30 | 2012-12-31 | 8625 | 8435 | 190 | 190 |
| MORGAN STANLEY - 043315 | P | 2011-12-30 | 2012-12-31 | 58713 | 51845 | 6868 | 6868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 85405 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1905 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 77768 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 972877 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.079936 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 76541 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 913045 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.083830 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 64971 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 692311 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.093847 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 72178 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 724185 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.099668 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 71204 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 925900 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.076902 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.434183 | TotalDistributionRatio |
| Average Distribution Ratio | 0.086837 | AverageDistributionRatio |
| Net Noncharitable Assets | 953635 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 82811 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 800 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 83611 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 80252 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1600 | InvestmentIncomeExciseTax |
| Subtotal | 1600 | Subtotal |
| Tax Based On Investment Income | 1600 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 14 | PenaltyForUnderpayment |
| Tax Due | 1614 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAMES STRONGE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6514829714 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 SUMMIT HEIGHTS | AddressLine1 |
| City | NORTH OAKS | City |
| State | MN | State |
| ZIP Code | 55127 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAMES STRONGE | ||||||||
| 27 SUMMIT HEIGHTS | NORTH OAKS | MN | 55127 | PRESIDENT | 1.00 | 1000 | 0 | 0 |
| WILLIAM STRONGE | ||||||||
| 27 SUMMIT HEIGHTS | NORTH OAKS | MN | 55127 | DIRECTOR | 1.00 | 1000 | 0 | 0 |
| MARLENE STRONGE | ||||||||
| 27 SUMMIT HEIGHTS | NORTH OAKS | MN | 55127 | SECRETARY | 1.00 | 1000 | 0 | 0 |
| LAURA ZUCHOWSKI | ||||||||
| 27 SUMMIT HEIGHTS | NORTH OAKS | MN | 55127 | DIRECTOR | 1.00 | 1000 | 0 | 0 |
| ELIZABETH POUPORE | ||||||||
| 27 SUMMIT HEIGHTS | NORTH OAKS | MN | 55127 | DIRECTOR | 1.00 | 1000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 913280 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 54877 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 968157 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 968157 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14522 | CashDeemedCharitable |
| Net Noncharitable Assets | 953635 | NetNoncharitableAssets |
| Minimum Investment Return | 47682 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 47682 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1600 | TaxBasedOnInvestmentIncome |
| Total Tax | 1600 | TotalTax |
| Distributable Amount Before Adj | 46082 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 46082 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 46082 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 80252 | ExpensesAndContributions |
| Qualifying Distributions | 80252 | QualifyingDistributions |
| Adj Qualifying Distributions | 80252 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 46082 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 26875 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 35969 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 30356 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 30889 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 29762 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 153851 | TotalExcessDistriCarryover |
| Qualifying Distributions | 80252 | QualifyingDistributions |
| Applied To Current Year | 46082 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34170 | RemainingDistriFromCorpus |
| Total Corpus | 188021 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 26875 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 161146 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 35969 | ExcessFromYear4 |
| Excess From Year3 | 30356 | ExcessFromYear3 |
| Excess From Year2 | 30889 | ExcessFromYear2 |
| Excess From Year1 | 29762 | ExcessFromYear1 |
| Excess From Current Year | 34170 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES STRONGE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JAMES STRONGE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 SUMMIT HTS | AddressLine1 |
| City | NORTH OAKS | City |
| State | MN | State |
| ZIP Code | 55127 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6514829714 | RecipientPhoneNumber |
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| HATCHER GARDEN | |||||
| PO BOX 2337 | SPARTANBURG | SC | 29304 | NATURE | $500 |
| MATHCOUNTS FDN | |||||
| 1420 KING STREET | ALEXANDRIA | VA | 22314 | EDUCATION | $3,000 |
| THE NATURE CONSERVANCY | |||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NATURE | $3,000 |
| UNION GOSPEL MISSION | |||||
| 77 EAST 9TH STREET | STPAUL | MN | 55101 | SOCIAL SERVICES | $1,000 |
| MERRIMACK FOOD BANK | |||||
| 735 BROADWAY STREET | LOWELL | MA | 01854 | SOCIAL SERVICES | $4,000 |
| SAFE HARBOR | |||||
| 429 NORTH MAIN STREET | GREENVILLE | SC | 29601 | SOCIAL SERVICES | $3,000 |
| CROHNS AND COLITIS FDN | |||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | HEALTH | $2,500 |
| CATHOLIC CHARITIES | |||||
| 1200 2ND AVE SOUTH | MINNEAPOLIS | MN | 55403 | SOCIAL SERVICES | $11,000 |
| ALZHEIMERS ASSOCIATION | |||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | HEALTH | $2,000 |
| MILLIES PLACE | |||||
| UNKNOWN | NORTH OAKS | MN | 55127 | SOCIAL SERVICES | $4,000 |
| SCHOLARSHIP AMERICA | |||||
| 1550 AMERICAN BOULEVARD E | MINNEAPOLIS | MN | 55425 | EDUCATION | $5,000 |
| GREENVILLE MEALS OF WHEELS | |||||
| 15 OREGON STREET | GREENVILLE | SC | 29605 | SOCIAL SERVICES | $3,000 |
| HEALTH EAST FDN | |||||
| 1690 UNIVERSITY AVENUE S | ST PAUL | MN | 55104 | HEALTH | $6,000 |
| WHITE BEAR EMERG FOOD SHELTER | |||||
| 1884 WHITAKER STREET | WHITE BEAR LAKE | MN | 55110 | SOCIAL SERVICES | $2,000 |
| MIRACLE HILL MINISTRIES | |||||
| PO BOX 2546 | GREENVILLE | SC | 29602 | SOCIAL SERVICES | $4,000 |
| A CHILD'S HAVEN | |||||
| 1124 RUTHERFORD ROAD | GREENVILLE | SC | 29609 | SOCIAL SERVICES | $4,000 |
| HORACE MANN PTA | |||||
| ST PAUL PUBLIC SCHOOLS | ST PAUL | MN | 55116 | EDUCATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 60000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,842 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $85,405 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $100,266 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 100266 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | Category |
| Amount | $1,085 | Amount |
| Net Investment Income | 1085 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1085 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| JAMES STRONGE |
| WILLIAM STRONGE |
| MARLENE STRONGE |
| LAURA ZUCHOWSKI |
| ELIZABETH POUPORE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 894261 | EOYBookValue |
| EOYFMV | 894261 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE | 15 | 15 | 15 |
| MISC EXPENSES | 185 | 185 | 185 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS | Description |
| Amount | $8,525 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | Category |
| Amount | $9,514 | Amount |
| Net Investment Income | 9514 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9514 | DisbursementsCharitablePrps |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NEEDED TO GATHER INFORMATION TO FILE A COMPLETE AND ACCURATE RETURN. | Explanation |
Taxes Schedule TaxesSchedule
Taxes Taxes (6 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX PAID | $51 | 51 | 51 |
| FOREIGN TAX PAID | $1 | 1 | 1 |
| FOREIGN TAX PAID | $9 | 9 | 9 |
| FOREIGN TAX PAID | $45 | 45 | 45 |
| STATE OF MN | $25 | 25 | 25 |
| FEDERAL | $638 | 638 | 638 |