THE AMERICAN CENTER FOR PHILANTHROPY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE AMERICAN CENTER FOR PHILANTHROPY INC (EIN 41-2010078)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-03
- IRS object ID
- 201231859349300503
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-03T08:48:38-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411654490 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN J TERRY LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 MAIN STREET SUITE 220 | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412010078 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN CENTER FOR PHILANTHROPY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 5073214027 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BRIDGE SQUARE NO 200 | AddressLine1 |
| City | NORTHFIELD | City |
| State | MN | State |
| ZIP Code | 55057 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY A CARLSON | Name |
| Title | PRESIDENT | Title |
| Phone | 5073214027 | Phone |
| Date Signed | 2012-06-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01008921 | PTIN |
| Phone | 6516363806 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GREGORY A CARLSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BRIDGE SQUARE | AddressLine1 |
| City | NORTHFIELD | City |
| State | MN | State |
| ZIP Code | 55057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8711853 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://AMERICANCP.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE PHILANTHROPY BY PROVIDING EFFECTIVE, EFFICIENT, AND FLEXIBLE MEANS FOR INDIVIDUALS TO CARRY OUT THEIR PERSONAL CHARITABLE OBJECTIVES BY UTILIZING DONOR ADVISED FUNDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2576408 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3623039 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 330448 | InvestmentIncomePriorYear |
| Investment Income Current Year | 517959 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 489 | OtherRevenuePriorYear |
| Other Revenue Current Year | 300 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2907345 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4141298 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1397929 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1545120 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 139016 | OtherExpensePriorYear |
| Other Expenses Current Year | 146348 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1536945 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1691468 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1370400 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2449830 | RevenuesLessExpensesCY |
| Total Assets BOY | 16536718 | TotalAssetsBOY |
| Total Assets EOY | 18097085 | TotalAssetsEOY |
| Total Liabilities BOY | 250 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16536468 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18097085 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROMOTE PHILANTHROPY BY PROVIDING EFFECTIVE, EFFICIENT, AND FLEXIBLE MEANS FOR INDIVIDUALS TO CARRY OUT THEIR PERSONAL CHARITABLE OBJECTIVES BY UTILIZING DONOR ADVISED FUNDS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1604472 | Expense |
| Grants | 1545120 | Grants |
| Description | THE AMERICAN CENTER FOR PHILANTHROPY PROMOTES PHILANTHROPY BY PROVIDING EFFECTIVE, EFFICIENT, AND FLEXIBLE MEANS FOR INDIVIDUALS TO CARRY OUT THEIR PERSONAL CHARITABLE OBJECTIVES BY UTILIZING DONOR ADVISED FUNDS. THE CENTER MADE APPROXIMATELY 550 GRANTS DURING 2011. IN ADDITION, ACP SUPPORTS THE ORGANIZATION 5TH BRIDGE. 5TH BRIDGE'S MISSION IS TO ENHANCE INDIVIDUAL AND COMMUNITY LIFE BY ENCOURAGING THE HABITS OF VOLUNTEERISM AND PHILANTHROPY. | Description |
| Total Program Service Expense | 1604472 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY A CARLSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5073214027 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BRIDGE SQUARE SUITE 200 | AddressLine1 |
| City | NORTHFIELD | City |
| State | MN | State |
| ZIP Code | 55057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| GREGORY A CARLSON | ||||||
| PRESIDENT | 1.50 | X | X | 0 | 0 | 0 |
| RICHARD ESTENSON | ||||||
| TREASURER | 1.20 | X | X | 0 | 0 | 0 |
| ARTHUR MONAGHAN | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| BLAKE ABDELLA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOUG DEBNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSON CAPITAL MANAGEMENT | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BRIDGE SQUARE SUITE 200 | AddressLine1 |
| City | NORTHFIELD | City |
| State | MN | State |
| ZIP Code | 55057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT AND ADMINISTRATIVE FEES | DescriptionOfServices |
| Compensation | 117298 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 3623039 | AllOtherContributions |
| Noncash Contributions | 3042913 | NoncashContributions |
| Total Contributions | 3623039 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 367113 | TotalRevenueColumn |
| Exclusion | $367,113 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4717549 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4566703 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 150846 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 150846 | TotalRevenueColumn |
| Exclusion | $150,846 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 4152 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 3852 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 300 | TotalRevenueColumn |
| Exclusion | $300 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4141298 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $518,259 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1545120 | Total |
| Program Services | 1545120 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21650 | Total |
| Program Services | 10137 | ProgramServices |
| Management And General | 11513 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10939 | Total |
| Management And General | 10939 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95648 | Total |
| Program Services | 44788 | ProgramServices |
| Management And General | 50860 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11739 | Total |
| Program Services | 250 | ProgramServices |
| Management And General | 11489 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1947 | Total |
| Management And General | 1947 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 4425 | Total |
| Program Services | 4177 | ProgramServices |
| Management And General | 248 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1691468 | Total |
| Program Services | 1604472 | ProgramServices |
| Management And General | 86996 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2359252 | BOY |
| EOY | 4181216 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 18248 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14091643 | BOY |
| EOY | 13746264 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85823 | BOY |
| EOY | 151357 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16536718 | BOY |
| EOY | 18097085 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16536468 | BOY |
| EOY | 18097085 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16536468 | BOY |
| EOY | 18097085 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16536718 | BOY |
| EOY | 18097085 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2449830 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -889213 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2995944 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1276838 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1441572 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2576408 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3623039 | CurrentTaxYear |
| Total | 11913801 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2995944 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1276838 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1441572 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2576408 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3623039 | CurrentTaxYear |
| Total | 11913801 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4827383 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7086418 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 713409 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 377866 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 306059 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 318884 | CurrentTaxYearMinus1Year |
| Current Tax Year | 367113 | CurrentTaxYear |
| Total | 2083331 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13997132 | TotalSupport |
| Gross Receipts From Admissions Etc | 21885 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.50630 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.55520 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 134 | NumberDAFsHeld |
| Donor Advised Contributions | 3618639 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 1545120 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 17630722 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 4141298 | TotalRevenue |
| Total Expenses | 1691468 | TotalExpenses |
| Excess Or Deficit For Year | 2449830 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -889213 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -889213 | TotalAdjustments |
| Excess Or Deficit Per FS | 1560617 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3252085 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -889213 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -889213 | RevenueNotRptdF990 |
| Revenue Subtotal | 4141298 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4141298 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1691468 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1691468 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1691468 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CENTER AND RECOGNIZE A TAX LIABILITY IF THE CENTER HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE CENTER HAS ANALYZED THE TAX POSITIONS IT HAS TAKEN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CENTER IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE CENTER BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (55 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 1201 WEST RIVER PARKWAY | MINNEAPOLIS | MN | 55454 | 030585610 | 501(C)(3) | 7500 | DISASTER RELIEF - MINNESOTA, AND JAPAN EARTHQUAKE AND PACIFIC TSUNAMI | |
| AMERICAN TRUST FOR OXFORD UNIVERSITY | ||||||||
| 401 QUEENS CITY AVENUE | TUSCALOOSA | AL | 35401 | 136024454 | 501(C)(3) | 10000 | RHODES SCHOLARSHIP TRUST | |
| ASCENSION SCHOOL | ||||||||
| 1726 DUPONT AVE N | MINNEAPOLIS | MN | 55411 | 410705767 | 501(C)(3) | 7500 | GENERAL FUND | |
| BEREA COLLEGE | ||||||||
| CPO 2216 EDWARDS BLDG | BEREA | KY | 40404 | 610444650 | 501(C)(3) | 13103 | SCHOLARSHIPS | |
| BETHEL LUTHERAN | ||||||||
| 1321 NORTH AVENUE | NORTHFIELD | MN | 55057 | 416049270 | 501(C)(3) | 73950 | GENERAL FUND, BUILDING FUND , DEBT REDUCTION,CAC FOOD SHELF - MARCH FOOD DRIVE,MARCH FOOD SHARE | |
| BOY SCOUTS OF AMERICA | ||||||||
| 393 MARSHALL AVENUE | ST PAUL | MN | 55102 | 203000282 | 501(C)(3) | 7350 | FRIENDS OF SCOUTING - GREAT RIVERS DISTRICT TROOP 9513, INDIANHEAD-VIKING COUNCIL | |
| BOYS & GIRLS CLUB OF ROCHESTER | ||||||||
| 1026 E CENTER STREET | ROCHESTER | MN | 55904 | 411945875 | 501(C)(3) | 10500 | GENERAL FUND | |
| BRIDGEPORT SCHOOLS SCHOLARSHIP COMMISSION | ||||||||
| PO BOX 657 | BRIDGEPORT | MI | 48722 | 386003419 | 501(C)(3) | 8000 | WILMA FLORY SCHOLARSHIP FUND | |
| COMMUNITY ACTION CENTER | ||||||||
| 1651 JEFFERSON PARKWAY SUITE 200 | NORTHFIELD | MN | 55057 | 410970984 | 501(C)(3) | 14740 | GENERAL FUND, BACKPACK PROGRAM, EMERGENCY SHELTER, FOOD SHELF, AND CHRISTMAS SHARING 2011 | |
| DUNWOODY COLLEGE OF TECHNOLOGY | ||||||||
| 818 DUNWOODY BLVD | MINNEAPOLIS | MN | 55403 | 410693856 | 501(C)(3) | 26000 | GENERAL FUND | |
| EASTER LUTHERAN | ||||||||
| 4200 PILOT KNOB ROAD | EAGAN | MN | 55122 | 411234842 | 501(C)(3) | 26250 | IRINGA MISSIONS TRIP,RADIO FURHAHA, BKB NEW VEHICLE FUND AND HUNGER OFFERING | |
| EDINA COMMUNITY LUTHERAN CHURCH | ||||||||
| 4113 WEST 54TH STREET | EDINA | MN | 55424 | 410836936 | 501(C)(3) | 11000 | GENERAL FUND | |
| GREATER MINNEAPOLIS CRISIS NURSERY | ||||||||
| 5400 GLENWOOD AVE | GOLDEN VALLEY | MN | 55422 | 411379021 | 501(C)(3) | 6500 | GENERAL FUND AND HARVESTING HOPE | |
| GREEN LAKE LUTHERAN MINISTRIES | ||||||||
| 9916 LAKE AVE S | SPICER | MN | 56288 | 410726172 | 501(C)(3) | 7500 | OLSON FAMILY CHALLENGE MATCH, AND GENERAL FUND | |
| GREENPEACE FUND | ||||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | 953313195 | 501(C)(3) | 13103 | GENERAL FUND | |
| GUARDIAN ANGELS CHURCH | ||||||||
| 217 2ND STREET WEST | CHASKA | MN | 55318 | 410785167 | 501(C)(3) | 13705 | WEEKLY GIVING Q2 | |
| HASTINGS FAMILY SERVICE | ||||||||
| 301 SECOND STREET EAST | HASTINGS | MN | 55033 | 237083534 | 501(C)(3) | 62306 | BRING THE MISSION HOME | |
| HASTINGS ISD #200 | ||||||||
| 1000 W 11TH ST | HASTINGS | MN | 55033 | 416000810 | 501(C)(3) | 104508 | GENERAL FUND | |
| HASTINGS PRESCOTT AREA ARTS COUNCIL | ||||||||
| 1629 VERMILLION STREET | NORTHFIELD | MN | 55033 | 411758837 | 501(C)(3) | 6000 | ADMINISTRATIVE ASSISTANT | |
| HAZELDEN FOUNDATION | ||||||||
| PO BOX 11 | CENTER CITY | MN | 55012 | 410682405 | 501(C)(3) | 97000 | HAZELDEN CENTER FOR YOUTH AND FAMILIES RENOVATION AND EXPANSION PROJECT | |
| HEALTHFINDERS COLLABORATIVE | ||||||||
| PO BOX 731 | NORTHFIELD | MN | 55057 | 201805262 | 501(C)(3) | 19446 | GENERAL FUND | |
| HOLY FAMILY CATHOLIC HS | ||||||||
| 8108 KOCHIA LANE | VICTORIA | MN | 55386 | 411848970 | 501(C)(3) | 5420 | 2011 SPRING FLING | |
| HOUSE OF HOPE PRESBYTERIAN CHURCH | ||||||||
| 797 SUMMIT AVE | ST PAUL | MN | 55105 | 410694740 | 501(C)(3) | 6000 | $4,000 GENERAL FUND/$1,000 GRIEF GROUP OUTREACH/$1,000 CAPITAL CAMPAIGN | |
| ISLA | ||||||||
| 270 PAGE ST W | ST PAUL | MN | 55107 | 411951018 | 501(C)(3) | 7110 | ISLA EDUCATION SCHOLARSHIP | |
| LIVING WATERS LUTHERAN CHURCH | ||||||||
| 865 BIRCH STREET | LINO LAKES | MN | 55014 | 411648826 | 501(C)(3) | 11000 | GENERAL FUND | |
| LYNGBLOMSTEN | ||||||||
| 1415 ALMOND AVE | ST PAUL | MN | 55108 | 363371887 | 501(C)(3) | 5850 | GENERAL FUND | |
| MACALESTER COLLEGE | ||||||||
| 1600 GRAND AVENUE | ST PAUL | MN | 55105 | 410693962 | 501(C)(3) | 91986 | DOROTHY DODGE SCHOLARSHIP FUND | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 501(C)(3) | 8500 | MS RESEARCH CENTER | |
| MILITARY FAMILY TRIBUTE | ||||||||
| 620 MENDELSSOHN AVE N | GOLDEN VALLEY | MN | 55427 | 010937392 | 501(C)(3) | 8627 | GENERAL FUND | |
| (no name) | ||||||||
| GENERAL FUND | ||||||||
| MN VETERANS MEDICAL RESEARCH & EDUCATION FOUNDATION | ||||||||
| ONE VETERANS DRIVE | MINNEAPOLIS | MN | 55417 | 411652941 | 501(C)(3) | 8627 | SUICIDE PREVENTION PROGRAM | |
| MS SOCIETY OF MINNESOTA | ||||||||
| 200 12TH AVENUE SOUTH | MINNEAPOLIS | MN | 55415 | 410790658 | 501(C)(3) | 7500 | GENERAL FUND | |
| NATIONAL EAGLE CENTER | ||||||||
| 50 PEMBROKE AVE | WABASHA | MN | 55981 | 411817466 | 501(C)(3) | 75534 | VEHICLE/CHAMBER SIGN/STREET CLOCK | |
| NORTHFIELD AREA YMCA | ||||||||
| 519 DIVISION ST | NORTHFIELD | MN | 55057 | 593817686 | 501(C)(3) | 9500 | ANNUAL CAMPAIGN 2011 | |
| SAINT AMBROSE OF WOODBURY | ||||||||
| 4125 WOODBURY DRIVE | WOODBURY | MN | 55129 | 411905541 | 501(C)(3) | 8000 | BUILDING FUND | |
| SOUTH DAKOTA STATE UNIVERSITY FOUNDATION | ||||||||
| 815 MEDARY AVE SUITE 301 | BROOKINGS | SD | 57007 | 460273801 | 501(C)(3) | 25882 | LEANN C. TOLK SCHOLARSHIP | |
| SOUTHWEST MINNESOTA STATE UNIVERSITY | ||||||||
| 1501 STATE ST FOUNDERS HALL 220 | MARSHALL | MN | 56258 | 237108470 | 501(C)(3) | 25882 | THE LEANN C. TOLK SCHOLARSHIP FUND | |
| SPRINGBOARD FOR THE ARTS | ||||||||
| 821 W 6TH STREET | HASTINGS | MN | 55033 | 411690483 | 501(C)(3) | 9000 | COMMUNITY FOCUSED THEATER | |
| ST DOMINIC CHURCH | ||||||||
| 104 LINDEN ST N | NORTHFIELD | MN | 55057 | 410711501 | 501(C)(3) | 8000 | GENERAL FUND | |
| ST ELIZABETH'S COMMUNITY DEVELOPMENT FOUNDATION | ||||||||
| 1200 GRANT BLVD W | WABASHA | MN | 55981 | 411453829 | 501(C)(3) | 99030 | SCHOLARSHIP PROGRAM/ST. ELIZABETH'S MEDICAL CENTER | |
| ST FELIX SCHOOL | ||||||||
| 130 E 3RD STREET | WABASHA | MN | 55981 | 410695538 | 501(C)(3) | 9750 | COMPUTER SERVERS | |
| ST JOHN'S EVANGELICAL LUTHERAN CHURCH | ||||||||
| PO BOX 189 | MILES | IA | 52064 | 420797139 | 501(C)(3) | 30000 | $5,000 GENERAL / $25,000 GARAGE (PRESTON, IA) | |
| ST JOHN'S LUTHERAN | ||||||||
| 500 THIRD ST W | NORTHFIELD | MN | 55057 | 411636168 | 501(C)(3) | 27410 | GENERAL FUND | |
| ST OLAF COLLEGE | ||||||||
| 1520 ST OLAF AVE | NORTHFIELD | MN | 55057 | 410693979 | 501(C)(3) | 22950 | ENDOWMENT FUND FOR GREAT CONVERSATIONS, PARTNERS IN ANNUAL GIVING | |
| TECHNOSERVE INC | ||||||||
| 148 EAST AVENUE SUITE 3H | NORWALK | CT | 06851 | 132626135 | 501(C)(3) | 13103 | GENERAL FUND | |
| TRINITY LUTHERAN CHURCH | ||||||||
| 601 E 2ND STREET | WACONIA | MN | 55387 | 410713894 | 501(C)(3) | 17400 | $1,000 GENERAL/$600 REACH | |
| TWIN CITIES CATHOLIC CHORALE | ||||||||
| PO BOX 4234 | ST PAUL | MN | 55104 | 141975264 | 501(C)(3) | 6000 | GENERAL FUND | |
| UNITED METHODIST CHURCH | ||||||||
| 615 W 15TH STREET | HASTINGS | MN | 55033 | 436111835 | 501(C)(3) | 30000 | GENERAL FUND AND AMAZING TRANSFORMATION | |
| UNITED METHODIST CHURCH - NORTHFIELD | ||||||||
| 1401 S MAPLE ST | NORTHFIELD | MN | 55057 | 501(C)(3) | 7000 | GENERAL FUND | ||
| UNIVERSITY OF MN FOUNDATION | ||||||||
| 15-226 MOOS HEALTH SCIENCES | MINNEAPOLIS | MN | 55455 | 416042488 | 501(C)(3) | 20500 | ORTHODONTIC RESIDENT'S ENDOWMENT FUND #4473 AND GENERAL FUND | TOWER/515 DELAWARE ST SE |
| UNIVERSITY OF THE CUMBERLANDS | ||||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | 610470593 | 501(C)(3) | 13103 | SCHOLARSHIPS | |
| UNIVERSITY OF WISCONSIN RIVER FALLS | ||||||||
| 410 S 3RD STREET | RIVER FALLS | WI | 54022 | 396064630 | 501(C)(3) | 6000 | MICKEY MCDERMOTT SCHOLARSHIP | |
| WILLOW RIVER ORGANIZATION FOR WILDLIFE LEARNING | ||||||||
| 1034 CO RD A | HUDSON | WI | 54016 | 391667467 | 501(C)(3) | 17255 | GENERAL FUND | |
| W-K PUBLIC SCHOOL | ||||||||
| 2113 HIAWATHA DR E | WABASHA | MN | 55981 | 416004412 | 501(C)(3) | 10000 | SMART BOARDS | |
| YOUNG LIFE - HASTINGS | ||||||||
| 734 MELVILLE CIRCLE | HASTINGS | MN | 55033 | 840385934 | 501(C)(3) | 14500 | GENERAL FUND | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 54 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: USE OF FUNDS BY CHARITIES IS NOT MONITORED BY THE ORGANIZATION. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GREGORY A CARLSON | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER OF ACP AND A SHAREHOLDER OF CARLSON CAPITAL MANAGEMENT | Relationship |
| Amount Of Transaction | 117298 | AmountOfTransaction |
| Description Of Transaction | THE ORGANIZATION PAID CARLSON CAPITAL MANAGEMENT FOR INVESTMENT ADVISORY SERVICES AND ADMINISTRATIVE SERVICES. GREGORY CARLSON IS MORE THAN 35% OWNER OF CARLSON CAPITAL MANAGEMENT. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 97 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3042913 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE CENTER APPOINTS CARLSON CAPITAL MANAGEMENT TO ACT AS SERVICING AGENT, ADMINISTRATOR, AND INVESTMENT MANAGER. CARLSON CAPITAL MANAGEMENT PROVIDES ADMINISTRATIVE, REPORTING, INVESTMENT MANAGEMENT, AND OTHER SIMILAR SERVICE TO THE CENTER, AS WELL AS PROVIDES ACCOUNTING OVERSIGHT. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE 990 RETURN WAS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -889,213. | CHANGES IN NET ASSETS OR FUND BALANCES: |