FLEETWOOD FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FLEETWOOD FOUNDATION (EIN 41-1794941)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-11
- IRS object ID
- 201131319349100833
- Schema version
- 2010v3.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T11:06:57-05:00 | 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 | FOLEY KALSEIM & COMPANY LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 TOWER DRIVE W SUITE 200 | AddressLine1 |
| City | STILLWATER | City |
| State | MN | State |
| ZIP Code | 550827596 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411794941 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCARTHY - BJORKLUND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MCCA | NameControl |
| Phone | 6512917035 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 ST PETER STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 2020 | AddressLine2 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWIN J MCCARTHY | Name |
| Title | TREASURER | Title |
| Phone | 6512917035 | Phone |
| Date Signed | 2011-05-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN T ROLF CPA | Name |
| Phone | 6514303635 | Phone |
| Date Prepared | 2011-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 18671344 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 408294 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 408294 | DividendsNetInvstIncm |
| Other Income Rev And Expnss | 210 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 210 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 408504 | TotalRevenueAndExpenses |
| Total Net Investment Income | 408504 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1450 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1450 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 16260 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 16260 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 9365 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 20 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 28545 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17710 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1450 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 799450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 799450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 827995 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17710 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 800900 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -419491 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 390794 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1298802 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 686770 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 686770 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1296800 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1489341 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 17984574 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2595602 | TotalAssetsBOY |
| Total Assets EOY | 2176111 | TotalAssetsEOY |
| Total Assets EOYFMV | 18671344 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2595602 | RetainedEarningsBOY |
| Retained Earnings EOY | 2176111 | RetainedEarningsEOY |
| Total Net Assets BOY | 2595602 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2176111 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2595602 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2176111 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2595602 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -419491 | ExcessOfRevenueOverExpenses |
| Subtotal | 2176111 | Subtotal |
| Total Net Assets Fund Balances EOY | 2176111 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 696342 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14240080 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048900 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 682755 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 16711736 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040855 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 876214 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 18225681 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048076 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 815946 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15546260 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052485 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 785929 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 15019098 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052329 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.242645 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048529 | AverageDistributionRatio |
| Net Noncharitable Assets | 17544648 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 851424 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3908 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 855332 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 800900 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7816 | InvestmentIncomeExciseTax |
| Subtotal | 7816 | Subtotal |
| Tax Based On Investment Income | 7816 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 16200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 16200 | TotalCreditsAndPayments |
| Overpayment | 8384 | Overpayment |
| Amount Credited To Next Year | 8384 | AmountCreditedToNextYear |
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 | ALEXANDRA O BJORKLUND | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6512917035 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 ST PETER ST SUITE 2020 | AddressLine1 |
| Address Line2 | SUITE 2020 | AddressLine2 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55102 | ZIPCode |
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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| ALEXANDRA O BJORKLUND | |||||||||
| 345 ST PETER STREET | SUITE 2020 | ST PAUL | MN | 55102 | PRESIDENT | 0.25 | 0 | 0 | 0 |
| EDWIN J MCCARTHY | |||||||||
| 345 ST PETER STREET | SUITE 2020 | ST PAUL | MN | 55102 | TREASURER | 0.50 | 0 | 0 | 0 |
| THOMAS O MCCARTHY | |||||||||
| 345 ST PETER STREET | SUITE 2020 | ST PAUL | MN | 55102 | SECRETARY | 0.25 | 0 | 0 | 0 |
| KATHRYN M PARSONS | |||||||||
| 345 ST PETER STREET | SUITE 2020 | ST PAUL | MN | 55102 | DIRECTOR | 0.25 | 0 | 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 | 17009903 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 801922 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 17811825 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 17811825 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 267177 | CashDeemedCharitable |
| Net Noncharitable Assets | 17544648 | NetNoncharitableAssets |
| Minimum Investment Return | 877232 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 877232 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7816 | TaxBasedOnInvestmentIncome |
| Total Tax | 7816 | TotalTax |
| Distributable Amount Before Adj | 869416 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 869416 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 869416 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 800900 | ExpensesAndContributions |
| Qualifying Distributions | 800900 | QualifyingDistributions |
| Adj Qualifying Distributions | 800900 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 869416 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 171909 | UndistributedIncomePriorYear |
| Qualifying Distributions | 800900 | QualifyingDistributions |
| Applied To Year1 | 171909 | AppliedToYear1 |
| Applied To Current Year | 628991 | AppliedToCurrentYear |
| Undistributed Income CY | 240425 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALEXANDRA O BJORKLUND | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (78 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| AMERICAN RED CROSS OF MIN | |||||
| 1201 WEST RIVER PARKWAY | MINNEAPOLIS | MN | 55454 | OPERATING | $25,000 |
| AVON OLD FARMS SCHOOL | |||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | OPERATING | $6,000 |
| BELL MUS OF NAT HISTORY | |||||
| 200 OAK STREET SE | ST PAUL | MN | 55455 | OPERATING | $10,000 |
| BOYS & GIRLS CLUBS OF TC | |||||
| 6500 NICOLLET AVENUE S | MINNEAPOLIS | MN | 55423 | OPERATING | $40,000 |
| CALVARY CHURCH | |||||
| 27 CHURCH STREET | STONINGTON | CT | 06378 | OPERATING | $1,250 |
| CHILDREN'S THEATRE | |||||
| 2400 THIRD AVENUE S | MINNEAPOLIS | MN | 55404 | OPERATING | $7,500 |
| CIRCUS JUVENTAS | |||||
| 1270 MONTREAL AVENUE | ST PAUL | MN | 55116 | OPERATING | $12,500 |
| COMO FRIENDS | |||||
| 1225 ESTABROOK DRIVE | ST PAUL | MN | 55103 | OPERATING | $50,000 |
| COURAGE CENTER | |||||
| 3915 GOLDEN VALLEY ROAD | MINNEAPOLIS | MN | 55422 | OPERATING | $5,000 |
| CURE ALZHEIMERS | |||||
| 34 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | OPERATING | $1,500 |
| DANA HALL SCHOOL | |||||
| 45 DANA ROAD | WELLESLEY | MA | 02482 | OPERATING | $1,000 |
| DESERT FOOTHILLS YMCA | |||||
| P O BOX 879 | CAREFREE | AZ | 85377 | OPERATING | $5,000 |
| DODGE NATURE CENTER | |||||
| 365 MARIE AVENUE W | WEST ST PAUL | MN | 55118 | OPERATING | $2,500 |
| ETHEL WALKER SCHOOL | |||||
| 230 BUSHY HILL LROAD | SIMSBURY | CT | 06070 | OPERATING | $5,000 |
| FISHERS ISLAND COMM CTR | |||||
| PO DRAWER E | FISHERS ISLAND | NY | 06390 | OPERATING | $10,000 |
| FISHERS ISLAND RECREATION | |||||
| PO DRAWER E | FISHERS ISLAND | NY | 06390 | OPERATING | $75,000 |
| FLORENCE GRISWOLD MUSEUM | |||||
| 96 LYME STREET | OLD LYME | CT | 06371 | OPERATING | $25,000 |
| FLORENCE GRISWOLD MUSEUM | |||||
| 96 LYME STREET | OLD LYME | CT | 06371 | EXHIBITS | $5,000 |
| GILLETTE CHILDREN'S FOUND | |||||
| 200 UNIVERSITY AVENUE E | ST PAUL | MN | 55101 | OPERATING | $20,000 |
| HAMLINE UNIVERSITY | |||||
| 1536 HEWITT AVENUE | ST PAUL | MN | 55104 | OPERATING | $1,000 |
| HAZELDEN | |||||
| P O BOX 11 | CENTER CITY | MN | 55012 | OPERATING | $2,500 |
| HOBART & WILLIAM SMITH | |||||
| 615 SOUTH MAIN STREET | GENEVA | NY | 14456 | OPERATING | $2,000 |
| HUMAN SERVICES INC | |||||
| 7066 STILLWATER BOULEVARD | OAKDALE | MN | 55128 | OPERATING | $7,500 |
| HUMAN SERVICES INC ENDOW | |||||
| 7066 STILLWATER BOULEVARD | OAKDALE | MN | 55128 | OPERATING | $5,000 |
| LAKE FOREST COLLEGE | |||||
| 555 N SHERIDAN ROAD | LAKE FOREST | IL | 60045 | OPERATING | $50,000 |
| LAKE FOREST COLLEGE 2009 | |||||
| 555 N SHERIDAN ROAD | LAKE FOREST | IL | 60045 | OPERATING | $2,500 |
| MAYO FOUNDATION | |||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | OPERATING | $25,000 |
| METROPOLITAN OPERA | |||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | OPERATING | $2,500 |
| MINNEAPOLIS INST OF ARTS | |||||
| 2400 THIRD AVENUE S | MINNEAPOLIS | MN | 55404 | OPERATING | $26,000 |
| MN CHILDREN'S MUSEUM | |||||
| 10 WEST SEVENT STREET | ST PAUL | MN | 55102 | OPERATING | $1,000 |
| MINNESOTA HISTORICAL SOC | |||||
| 345 KELLOGG BOULEVARD W | ST PAUL | MN | 55102 | OPERATING | $20,000 |
| MINNESOTA HISTORICAL SOC | |||||
| 345 KELLOGG BOULEVARD W | ST PAUL | MN | 55102 | OPERATING | $2,500 |
| MINNESOTA LANDMARK INC | |||||
| 75 W FIFTH STREET | ST PAUL | MN | 55102 | OPERATING | $5,000 |
| MINNESOTA MILITARY APPREC | |||||
| P O BOX 2070 | MINNEAPOLIS | MN | 55402 | OPERATING | $5,000 |
| MINNESOTA OPERA | |||||
| 620 NORTH FIRST STREET | MINNEAPOLIS | MN | 55401 | OPERATING | $2,500 |
| MINNESOTA PUBLIC RADIO | |||||
| 480 CEDAR STREET | ST PAUL | MN | 55101 | OPERATING | $2,500 |
| MINNESOTA ZOO FOUNDATION | |||||
| 13000 ZOO BLVD | APPLE VALLEY | MN | 55124 | OPERATING | $1,000 |
| NATURE CONSERVANCY | |||||
| 1101 WEST RIVER PARKWAY | MINNEAPOLIS | MN | 55415 | OPERATING | $4,000 |
| NORTHERN ARIZONA UNIV | |||||
| P O BOX 4094 | FLAGSTAFF | AZ | 86011 | OPERATING | $1,500 |
| OAKLAND CEMETERY ASSN | |||||
| 927 JACKSON | ST PAUL | MN | 55117 | OPERATING | $1,000 |
| ORDWAY CENTER FOR PERFORM | |||||
| 345 WASHINGTON AVENUE | ST PAUL | MN | 55102 | OPERATING | $30,000 |
| PEOPLE INCORPORATED | |||||
| 317 YORK AVENUE | ST PAUL | MN | 55130 | OPERATING | $3,000 |
| POMFRET SCHOOL | |||||
| 398 POMFRET STREET | POMFRET | CT | 06258 | OPERATING & CAPITAL | $55,000 |
| PRES FNDN OF PALM BEACH | |||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | OPERATING | $5,000 |
| PROJECT -PRIDE IN LIVING | |||||
| 1035 E FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | OPERATING | $1,500 |
| RAMSEY COUNTY HISTORICAL | |||||
| 75 WEST 5TH STREET | ST PAUL | MN | 55102 | OPERATING | $10,000 |
| RECTORY SCHOOL | |||||
| 528 POMFRET STREET | POMFRET | CT | 06258 | OPERATING | $6,000 |
| RI SCHOOL OF DESIGN | |||||
| TWO COLLEGE STREET | PROVIDENCE | RI | 02903 | OPERATING | $5,000 |
| SALVATION ARMY | |||||
| 2445 PRIOR AVENUE | ROSEVILLE | MN | 55113 | OPERATING | $25,000 |
| SCHUBERT CLUB | |||||
| 75 WEST 5TH STREET | ST PAUL | MN | 55102 | OPERATING | $2,500 |
| SCIENCE MUSEUM OF MN | |||||
| 120 WEST KELLOGG BLVD | ST PAUL | MN | 55102 | OPERATING | $2,500 |
| SKIDMORE COLLEGE | |||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | OPERATING | $2,000 |
| SPCO ST PAUL CHAMBER ORC | |||||
| 408 ST PETER STREET | ST PAUL | MN | 55102 | OPERATING | $3,000 |
| ST EDWARD CHURCH | |||||
| 144 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | OPERATING | $5,200 |
| ST JOHN THE EVANGELIST | |||||
| 60 KENT STREET | ST PAUL | MN | 55102 | OPERATING | $10,000 |
| ST JOHN IN THE WILDERRNES | |||||
| 2175 FIRST STREET | WHITE BEAR LAKE | MN | 55110 | OPERATING | $8,500 |
| ST JOHNS CHURCH - FI | |||||
| P O BOX 505 | FISHERS ISLAND | NY | 06390 | OPERATING | $1,500 |
| ST PAUL FOUNDATION | |||||
| 55 FIFTH STREET EAST | ST PAUL | MN | 55102 | OPERATING | $2,500 |
| ST PAUL PARKS CONSERVANCY | |||||
| ONE WEST WATER STREET | ST PAUL | MN | 55107 | OPERATING | $2,500 |
| ST PAUL ROTARY | |||||
| ONE WATER STREET STE 272 | ST PAUL | MN | 55107 | OPERATING | $5,000 |
| TPT TWIN CITIES PUBLIC TV | |||||
| 172 E FOURTH STREET | ST PAUL | MN | 55101 | OPERATING | $2,500 |
| UNION GOSPEL MISSION | |||||
| 77 E NINTH STREET | ST PAUL | MN | 55101 | OPERATING | $7,500 |
| UNITED HOSPITAL FNDN | |||||
| 333 NORTH SMITH AVENUE | ST PAUL | MN | 55102 | OPERATING | $2,500 |
| UNITED WAY OF PALM BEACH | |||||
| 2600 QUANTUM BOULEVARD | BOYNTON BEACH | FL | 33426 | OPERATING | $2,000 |
| UNITED WAY OF SE CONN | |||||
| 283 STODDARDS WHARF ROAD | GALES FERRY | CT | 06335 | OPERATING | $1,000 |
| UNITED WAY OF TWIN CITIES | |||||
| 408 SOUTH EIGHTH STREET | MINNEAPOLIS | MN | 55404 | OPERATING | $17,500 |
| UNIVERSITY OF DENVER | |||||
| 2190 SOUTH HIGH STREET | DENVER | CO | 80208 | OPERATING | $2,000 |
| VISITATION SCHOOL | |||||
| 2455 VISITATION DRIVE | MENDOTA HEIGHTS | MN | 55120 | OPERATING | $3,000 |
| WARNER NATURE CENTER | |||||
| 15375 NORELL AVENUE N | MARINE ON ST CROIX | MN | 55047 | OPERATING | $2,500 |
| WESTERLY LAND TRUST | |||||
| PO BOX 601 | WESTERLY | RI | 02891 | OPERATING | $5,000 |
| WHITE BEAR AREA YMCA | |||||
| 2100 ORCHARD LANE | WHITE BEAR LAKE | MN | 55110 | OPERATING | $25,000 |
| WHITE BEAR CENTER FOR ART | |||||
| 2228 FOURTH STREET | WHITE BEAR LAKE | MN | 55110 | OPERATING | $2,500 |
| WHITE BEAR LAKE EMERGENCY | |||||
| 1884 WHITAKER AVENUE | WHITE BEAR LAKE | MN | 55110 | OPERATING | $5,000 |
| WHITE BEAR LAKE HIST | |||||
| 4751 HIGHWAY 61 | WHITE BEAR LAKE | MN | 55110 | OPERATING | $1,000 |
| WHITE BEAR SAILING SCHOOL | |||||
| P O BOX 10865 | WHITE BEAR LAKE | MN | 55110 | OPERATING | $1,000 |
| WILDERNESS INQUIRY | |||||
| 808 14TH AVENUE SE | MINNEAPOLIS | MN | 55414 | OPERATING | $2,500 |
| WILDLIFE REHABILITATION | |||||
| 2530 DALE STREET | ROSEVILLE | MN | 55113 | OPERATING | $1,000 |
| WOMEN & INFANTS HOSPITAL | |||||
| 101 DUDLEY STREET | PROVIDENCE | RI | 02905 | OPERATING | $53,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 799450 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $408,294 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $210 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $408,504 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 408504 | 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 | ACCOUNTING FEES | Category |
| Amount | $2,900 | Amount |
| Net Investment Income | 1450 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1450 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| ALEXANDRA O BJORKLUND |
| EDWIN J MCCARTHY |
| THOMAS O MCCARTHY |
| KATHRYN M PARSONS |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 176,400 SH 3M | 138 | 15223320 |
| 2,076 SH ALCATEL LUCENT | 39982 | 6145 |
| 6,000 SH AMERICAN TOWER CORP | 53700 | 309840 |
| 2,000 SH APPLE COMPUTER | 106180 | 645120 |
| 3,750 SH BERKSHIRE HATHAWAY | 186341 | 300412 |
| 7,000 SH CHESAPEAKE ENERGY CORP | 69717 | 181370 |
| 3,080 SH CHEVRON CORP | 107700 | 281050 |
| 8,000 SH DUKE REALTY CORP | 143467 | 99680 |
| 1,800 SH EXXON MOBIL CORP | 30035 | 131616 |
| 4,000 SH GENERAL ELECTRIC | 112720 | 73160 |
| 500 SH IMPERIAL TOBACCO GROUP | 6949 | 30875 |
| 4,000 SH JACOBS ENGINEERING GROUP | 192541 | 183400 |
| 5,000 SH JOHN HANCOCK PFD INC FD | 114264 | 92950 |
| 10,000 SH NOVAGOLD RESOURCES | 123831 | 142700 |
| 3,000 SH PLUM CREEK TIMBER CO | 87210 | 112350 |
| 6,325 SH U.S. BANCORP NEW | 114566 | 170586 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| 20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENT INCOME | Description |
| Revenue And Expenses Per Books | 210 | RevenueAndExpensesPerBooks |
| Net Investment Income | 210 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $16,260 | Amount |
| Net Investment Income | 16260 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL EXCISE TAX | $9,340 |
| STATE TAX/FEE | $25 |