THE AMERICAN CENTER FOR PHILANTHROPY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE AMERICAN CENTER FOR PHILANTHROPY INC (EIN 41-2010078)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-26
- IRS object ID
- 201102079349300750
- Schema version
- 2010v3.4
- 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 | 2011-07-26T08:58:44-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-07-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6516363806 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | 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 | 6365270 | 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 | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1441572 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2576408 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 135695 | InvestmentIncomePriorYear |
| Investment Income Current Year | 330448 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1586 | OtherRevenuePriorYear |
| Other Revenue Current Year | 489 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1578853 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2907345 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1414455 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1397929 | 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 | 128329 | OtherExpensePriorYear |
| Other Expenses Current Year | 139016 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1542784 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1536945 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 36069 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1370400 | RevenuesLessExpensesCY |
| Total Assets BOY | 13697455 | TotalAssetsBOY |
| Total Assets EOY | 16536718 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 250 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13697455 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16536468 | 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 | 1452662 | Expense |
| Grants | 1397929 | 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 APPROXIAMTELY 530 GRANTS DURING 2010. 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 | 1452662 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| 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 | 107263 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 2576408 | AllOtherContributions |
| Noncash Contributions | 2005738 | NoncashContributions |
| Total Contributions | 2576408 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 318884 | TotalRevenueColumn |
| Exclusion | $318,884 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3437382 | Securities |
| Other | 28607 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3421144 | Securities |
| Other | 33281 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16238 | Securities |
| Other | -4674 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11564 | TotalRevenueColumn |
| Exclusion | $11,564 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 3989 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 3500 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 489 | TotalRevenueColumn |
| Exclusion | $489 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2907345 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $330,937 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1397929 | Total |
| Program Services | 1397929 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21750 | Total |
| Program Services | 7395 | ProgramServices |
| Management And General | 14355 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10303 | Total |
| Management And General | 10303 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85513 | Total |
| Program Services | 29075 | ProgramServices |
| Management And General | 56438 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12000 | Total |
| Program Services | 12000 | ProgramServices |
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 | 7503 | Total |
| Program Services | 6263 | ProgramServices |
| Management And General | 1240 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1536945 | Total |
| Program Services | 1452662 | ProgramServices |
| Management And General | 84283 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2770228 | BOY |
| EOY | 2359252 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10794102 | BOY |
| EOY | 14091643 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133125 | BOY |
| EOY | 85823 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13697455 | BOY |
| EOY | 16536718 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 250 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 250 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13697455 | BOY |
| EOY | 16536468 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13697455 | BOY |
| EOY | 16536468 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13697455 | BOY |
| EOY | 16536718 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1370400 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1468613 | 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 | 2687277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2995944 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1276838 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1441572 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2576408 | CurrentTaxYear |
| Total | 10978039 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2687277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2995944 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1276838 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1441572 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2576408 | CurrentTaxYear |
| Total | 10978039 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3584260 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7393779 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 621322 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 713409 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 377866 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 306059 | CurrentTaxYearMinus1Year |
| Current Tax Year | 318884 | CurrentTaxYear |
| Total | 2337540 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2276 | CurrentTaxYearMinus4Years |
| Total | 2276 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13317855 | TotalSupport |
| Gross Receipts From Admissions Etc | 26985 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.55520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.58640 | 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 | 116 | NumberDAFsHeld |
| Donor Advised Contributions | 2576408 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 1394750 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 16286368 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 2907345 | TotalRevenue |
| Total Expenses | 1536945 | TotalExpenses |
| Excess Or Deficit For Year | 1370400 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1482634 | NetUnrealizedGLOnInvestments |
| Other | -$14,021 | OtherAmount |
| Total Adjustments | 1468613 | TotalAdjustments |
| Excess Or Deficit Per FS | 2839013 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4375958 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1482634 | NetUnrealizedGainsInvestments |
| Other Revenues | -14021 | OtherRevenues |
| Revenue Not Rptd F990 | 1468613 | RevenueNotRptdF990 |
| Revenue Subtotal | 2907345 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2907345 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1536945 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1536945 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1536945 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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, 2010, 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 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | DECREASE IN FAIR VALUE OF LAND HELD FOR SALE -14,021. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DECREASE IN FAIR VALUE OF LAND HELD FOR SALE |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (46 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 |
|---|---|---|---|---|---|---|---|---|
| HASTINGS ISD #200 | ||||||||
| 1355 SO FRONTAGE ROAD SUITE 150 | HASTINGS | MN | 55033 | 416000810 | 501(C)(3) | 129581 | VARIOUS PROGRAMS | |
| ST ELIZABETH'S COMMUNITY DEVELOPMENT FOUNDATION | ||||||||
| 1200 GRANT BLVD W | WABASHA | MN | 55981 | 411453829 | 501(C)(3) | 122572 | MEMORIAL, SCHOLORSHIP PROGRAM, AND MEDICAL CENTER | |
| MACALESTER COLLEGE | ||||||||
| 1600 GRAND AVENUE | ST PAUL | MN | 55105 | 410693962 | 501(C)(3) | 81182 | DOROTHY DODGE SCHOLARSHIP FUND AND ANNUAL FUND | |
| BETHEL LUTHERAN CHURCH | ||||||||
| 1321 NORTH AVENUE | NORTHFIELD | MN | 55057 | 416049270 | 501(C)(3) | 77800 | BUILDING AND GENERAL FUNDS | |
| ECHO FOOD SHELF | ||||||||
| PO BOX 3212 | MANKATO | MN | 56001 | 411429214 | 501(C)(3) | 35000 | ECHO FOOD SHELF BUILDING CAMPAIGN | |
| ST OLAF COLLEGE | ||||||||
| 1520 ST OLAF AVE | NORTHFIELD | MN | 55057 | 410693979 | 501(C)(3) | 33250 | VARIOUS PROGRAMS | |
| HASTINGS FAMILY SERVICE | ||||||||
| 121 EAST THIRD ST | HASTINGS | MN | 55033 | 237083534 | 501(C)(3) | 32077 | GENERAL FUND | |
| NATIONAL EAGLE CENTER | ||||||||
| 50 PEMBROKE AVE | WABASHA | MN | 55981 | 411817466 | 501(C)(3) | 30000 | PROGRAMS FOR VETERANS | |
| ST JOHN'S LUTHERAN CHURCH | ||||||||
| 500 W THIRD STREET | NORTHFIELD | MN | 55057 | 411636168 | 501(C)(3) | 25936 | VARIOUS PROGRAMS | |
| UNITED METHODIST CHURCH | ||||||||
| 1401 MAPLE ST | NORTHFIELD | MN | 55057 | 410729976 | 501(C)(3) | 10161 | GENERAL FUNDS AND CAPITAL CAMPAIGN | |
| MID PACIFIC INSTITUTE | ||||||||
| 2445 KAALA ST | HONOLULU | HI | 96822 | 990073514 | 501(C)(3) | 25000 | THE JOEL M. SUZUKI FAMILY STAR THROWER ENDOWMENT FOR THE ARTS | |
| GREEN LAKE LUTHERAN MINISTRIES | ||||||||
| 9916 LAKE AVE S | SPICER | MN | 56288 | 410726172 | 501(C)(3) | 21500 | GENERAL FUND AND SHORES REMODEL | |
| GUARDIAN ANGELS CHURCH | ||||||||
| 217 2ND STREET WEST | CHASKA | MN | 55318 | 410785167 | 501(C)(3) | 21468 | SCHOOL ANNUAL FUND DRIVE, GENERAL FUND, AND CAPITAL CAMPAIGN | |
| UNIVERSITY OF MN FOUNDATION | ||||||||
| 200 OAK ST SE SUITE 500 | MINNEAPOLIS | MN | 55455 | 416042488 | 501(C)(3) | 19500 | VARIOUS PROGRAMS | |
| EASTER LUTHERAN CHURCH | ||||||||
| 4200 PILOT KNOB ROAD | EAGAN | MN | 55122 | 411234842 | 501(C)(3) | 18243 | CORN FOR NYANZWA VILLAGE | |
| DUNWOODY COLLEGE OF TECHNOLOGY | ||||||||
| 818 DUNWOODY BLVD | MINNEAPOLIS | MN | 55403 | 410693856 | 501(C)(3) | 16000 | GENERAL FUND | |
| LET'S GO FISHING | ||||||||
| 101 EAST 10TH ST | HASTINGS | MN | 55033 | 481259413 | 501(C)(3) | 15000 | GENERAL FUND | |
| MS SOCIETY OF MINNESOTA | ||||||||
| 200 12TH AVENUE SOUTH | MINNEAPOLIS | MN | 55415 | 410790658 | 501(C)(3) | 15000 | GENERAL FUND | |
| YOUNG LIFE | ||||||||
| 734 MELVILLE CIRCLE | HASTINGS | MN | 55033 | 840385934 | 501(C)(3) | 14550 | GENERAL FUND | |
| AUGUSTANA LUTHERAN CHURCH | ||||||||
| 1400 ROBERT ST S | WEST ST PAUL | MN | 55118 | 410782849 | 501(C)(3) | 13500 | GENERAL FUND | |
| ST DOMINIC CHURCH | ||||||||
| 104 LINDEN ST N | NORTHFIELD | MN | 55057 | 410711501 | 501(C)(3) | 12804 | GENERAL FUND | |
| BLUE HILLS FRIENDS OF SCOUTING | ||||||||
| 110 W POPLAR AVE | CAMERON | WI | 54822 | 390807227 | 501(C)(3) | 12000 | GENERAL FUND | |
| BEREA COLLEGE | ||||||||
| CPO 2216 EDWARDS BLDG | BEREA | KY | 40404 | 610444650 | 501(C)(3) | 11760 | GENERAL FUND | |
| GREENPEACE FUND | ||||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | 953313195 | 501(C)(3) | 11760 | GENERAL FUND | |
| TECHNOSERVE INC | ||||||||
| 148 EAST AVENUE SUITE 3H | NORWALK | CT | 06851 | 132626135 | 501(C)(3) | 11760 | GENERAL FUND | |
| UNIVERSITY OF THE CUMBERLANDS | ||||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | 610470593 | 501(C)(3) | 11760 | GENERAL FUND | |
| LUTHER SEMINARY | ||||||||
| 2481 COMO AVE | ST PAUL | MN | 55108 | 411425961 | 501(C)(3) | 11500 | GENERAL FUND AND VARIOUS PROGRAMS | |
| NORTHFIELD AREA YMCA | ||||||||
| 519 DIVISION ST | NORTHFIELD | MN | 55057 | 593817686 | 501(C)(3) | 11500 | BRIDGE CAMPAIGN, 2010 ANNUAL CAMPAIGN, AND CAPITAL CAMPAIGN | |
| TRINITY LUTHERAN CHURCH | ||||||||
| 115 N 4TH STREET | STILLWATER | MN | 55082 | 410757885 | 501(C)(3) | 7750 | MISSION TANZANIA AND GENERAL FUND | |
| FIRST UNITED CHURCH OF CHRIST | ||||||||
| 300 UNION ST | NORTHFIELD | MN | 55057 | 501(C)(3) | 10400 | GENERAL FUND | ||
| GRINNELL COLLEGE | ||||||||
| 919 7TH AVENUE | GRINNELL | IA | 50112 | 420680387 | 501(C)(3) | 10000 | SENIOR OPPORTUNITY FUND | |
| W-K PUBLIC SCHOOL | ||||||||
| 2113 HIAWATHA DR E | WABASHA | MN | 55981 | 416004412 | 501(C)(3) | 9600 | DISTANCE LEARNING LAB EQUIPMENT | |
| WABASHA LIBRARY | ||||||||
| 168 ALLEGHANY AVE | WABASHA | MN | 55981 | 416005601 | 501(C)(3) | 9386 | SURVEY, CABINET, STORAGE, BOOKS AND CDS | |
| ST PAUL FOUNDATION | ||||||||
| 55 FIFTH STREET EAST SUITE 600 | ST PAUL | MN | 55101 | 416031510 | 501(C)(3) | 9338 | SO LONG AND THANKS FOR ALL THE FISH FUND | |
| COMMUNITY ACTION CENTER | ||||||||
| 1651 JEFFERSON PARKWAY SUITE HS-200 | NORTHFIELD | MN | 55057 | 410970984 | 501(C)(3) | 9475 | GENERAL FUND, THURSDAY'S TABLE, AND FOODSHELF | HS-200 |
| ST FELIX SCHOOL | ||||||||
| 130 E 3RD STREET | WABASHA | MN | 55981 | 410695538 | 501(C)(3) | 8900 | TECHNOLOGY UPGRADES | |
| BRIDGEPORT SCHOOLS SCHOLARSHIP COMMISSION | ||||||||
| PO BOX 657 | BRIDGEPORT | MI | 48722 | 386003419 | 501(C)(3) | 8000 | WILMA FLORY SCHOLARSHIP | |
| EDINA COMMUNITY LUTHERAN CHURCH | ||||||||
| 4113 WEST 54TH STREET | EDINA | MN | 55424 | 410836936 | 501(C)(3) | 8000 | GENERAL FUND | |
| LAKEVIEW HOSPITAL FOUNDATION | ||||||||
| 927 CHURCHILL ST W | STILLWATER | MN | 55082 | 411386635 | 501(C)(3) | 8000 | GENERAL FUND | |
| BOY SCOUTS NORTHERN COUNCIL | ||||||||
| 393 MARSHALL AVE | ST PAUL | MN | 55102 | 203000282 | 501(C)(3) | 7600 | GENERAL FUND | |
| SAINT AMBROSE OF WOODBURY | ||||||||
| 4125 WOODBURY DRIVE | WOODBURY | MN | 55129 | 411905541 | 501(C)(3) | 7000 | BUILDING FUND | |
| GREATER MINNEAPOLIS CRISIS NURSERY | ||||||||
| 5400 GLENWOOD AVE | GOLDEN VALLEY | MN | 55422 | 411379021 | 501(C)(3) | 6000 | FORMULA FOR HOPE AND HAVRVESTING HOPE | |
| HOUSE OF HOPE PRESBYTERIAN CHURCH | ||||||||
| 797 SUMMIT AVENUE | ST PAUL | MN | 55105 | 410694740 | 501(C)(3) | 6000 | GENERAL FUND AND GRIEF GROUP OUTREACH | |
| HOLY FAMILY CATHOLIC HS | ||||||||
| 8108 KOCHIA LANE | VICTORIA | MN | 55386 | 411848970 | 501(C)(3) | 5550 | GENERAL FUND | |
| LYNGBLOMSTEN | ||||||||
| 1415 ALMOUND AVE | ST PAUL | MN | 55108 | 363371887 | 501(C)(3) | 5050 | GENERAL FUND | |
| HASTINGS UNITED METHODIST CHURCH | ||||||||
| 615 WEST 15TH STREET | HASTINGS | MN | 55033 | 430111835 | 501(C)(3) | 16000 | GENERAL FUND | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 46 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
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 | 107263 | 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 | 98 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2005738 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| 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)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. | ||
| THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,482,634. DECREASE IN FAIR VALUE OF LAND HELD FOR SALE -14,021. TOTAL TO FORM 990, PART XI, LINE 5: 1,468,613. | FORM 990, PART XI, LINE 5: |