SCHWANS CORPORATE GIVING FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SCHWANS CORPORATE GIVING FOUNDATION (EIN 41-1990835)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202601209349100500
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T02:42:09-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411990835 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHWAN'S CORPORATE GIVING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHW | BusinessNameControlTxt |
| Phone | 5075323274 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 WEST COLLEGE DRIVE | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI BOWEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5075323274 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,821,741 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,009 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $184,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,813 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,710,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,223 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $301,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $295,036 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,935 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,663 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,063 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $986 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $986 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,322 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $534,463 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $534,463 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $580,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $562,331 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$279,549 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,973 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $199,293 | CashBOYAmt |
| Cash EOY | $142,638 | CashEOYAmt |
| Cash EOYFMV | $142,638 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,210,446 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,679,103 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,679,103 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,409,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,821,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,821,741 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,409,739 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,821,741 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,409,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,821,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,409,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,821,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,409,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$279,549 | ExcessRevenueOverExpensesAmt |
| Other Increases | $691,551 | OtherIncreasesAmt |
| Subtotal | $6,821,741 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,821,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,710,695 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,600,472 | CostOrOtherBasisAmt |
| Gain Or Loss | $110,223 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $110,223 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,223 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,791 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,791 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,913 | OverpaymentAmt |
| Applied To ES Tax | $2,913 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCHWAN'S COMPANY | IndividualWithBooksNm |
| Phone | 5075323274 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 WEST COLLEGE DRIVE | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRIAN SCHIEGG | ||||||||
| 115 WEST COLLEGE DRIVE | MARSHALL | MN | 56258 | CHAIRMAN/BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| MICHAEL PULCANIO | ||||||||
| 115 WEST COLLEGE DRIVE | MARSHALL | MN | 56258 | VICE CHAIRMAN/BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| ROBERTO RIOS | ||||||||
| 115 WEST COLLEGE DRIVE | MARSHALL | MN | 56258 | SECRETARY/DIRECTOR | 0.50 | $0 | $0 | $0 |
| LORI BOWEN | ||||||||
| 115 WEST COLLEGE DRIVE | MARSHALL | MN | 56258 | TREASURER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| ABBY COLLINS | ||||||||
| 115 WEST COLLEGE DRIVE | MARSHALL | MN | 56258 | DIRECTOR (END 12/2025) | 0.50 | $0 | $0 | $0 |
| MARK GOLDMAN | ||||||||
| 115 WEST COLLEGE DRIVE | MARSHALL | MN | 56258 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,638,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,654,957 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,654,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,555,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,878 | TotalTaxAmt |
| Distributable Before Adj | $323,879 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $323,879 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $323,879 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $562,331 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $562,331 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $993,117 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $447,828 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $428,589 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $204,609 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $246,578 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,320,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $562,331 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $323,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $238,452 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,559,173 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $993,117 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,566,056 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $447,828 | ExcessFromYear4Amt |
| Excess From Year3 | $428,589 | ExcessFromYear3Amt |
| Excess From Year2 | $204,609 | ExcessFromYear2Amt |
| Excess From Year1 | $246,578 | ExcessFromYear1Amt |
| Excess From Current Year | $238,452 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 421 E HICKORY ST SUITE 403 | MANKATO | MN | 56001 | PC | HONORING BOARD SERVICE | $600 |
| BOLDER OPTIONS | ||||||
| 2100 STEVENS AVE | MINNEAPOLIS | MN | 55404 | PC | A ONE-YEAR GRANT IN SUPPORT OF THEIR "SCHWAN'S SCHOLARS" PROGRAM | $25,000 |
| CHILD ADVOCACY & PARENTING SERVICES | ||||||
| 155 N OAKDALE AVE SUITE 200 | SALINA | KS | 67401 | PC | SUPPORTING HEALTHIER COMMUNITIES | $5,000 |
| DOLLARS FOR SCHOLARS LAKEVIEW | ||||||
| PO BOX 51 | COTTONWOOD | MN | 56229 | PC | HONORING BOARD SERVICE | $550 |
| FEEDING AMERICA | ||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | PC | SUPPORT FOR VARIOUS FOOD BANKS IN THE FEEDING AMERICA NETWORK | $155,000 |
| GREATER TWIN CITIES UNITED WAY | ||||||
| 404 S 8TH STREET SUTE 100 | MINNEAPOLIS | MN | 55404 | PC | HONORING BOARD SERVICE | $2,000 |
| JUNIOR ACHIEVEMENT NORTH | ||||||
| 1745 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55104 | PC | HONORING BOARD SERVICE | $500 |
| MARSHALL HOOPS CLUB | ||||||
| PO BOX 454 | MARSHALL | MN | 56258 | PC | HONORING BOARD SERVICE | $500 |
| MINNESOTA LANDSCAPE ARBORETUM | ||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 55318 | PC | HONORING BOARD SERVICE | $2,000 |
| SCHOLARSHIP AMERICA | ||||||
| 1 SCHOLARSHIP WAY | SAINT PETER | MN | 56082 | PC | SCHOLARSHIPS | $105,622 |
| SECOND HARVEST HEARTLAND | ||||||
| 7101 WINNETKA AVENUE N | BROOKLYN PARK | MN | 55428 | PC | HONORING FUNDRAISING EFFORTS | $3,386 |
| SHARING AND CARING HANDS | ||||||
| 525 N 7TH ST | MINNEAPOLIS | MN | 55402 | PC | HONORING FUNDRAISING EFFORTS | $1,979 |
| SOUTHWEST INITIATIVE FOUNDATION | ||||||
| 15 3RD AVE NW | HUTCHINSON | MN | 55350 | PC | HONORING BOARD SERVICE | $500 |
| SOUTHWEST MINNESOTA STATE UNIVERISTY | ||||||
| 1501 STATE STREET | MARSHALL | MN | 56258 | PC | SCHOLARSHIPS | $105,000 |
| SOUTHWEST MINNESOTA STATE | ||||||
| 1501 STATE STREET | MARSHALL | MN | 56258 | PC | HONORING BOARD SERVICE | $1,500 |
| SPECIAL OLYMPICS - OHIO | ||||||
| 821 EASTWIND DR SUITE 120 | WESTERVILLE | OH | 43081 | PC | HONORING FUNDRAISING EFFORTS | $1,631 |
| SPECIAL OLYMPICS - OKLAHOMA | ||||||
| 6835 S CANTON AVE | TULSA | OK | 74136 | PC | HONORING FUNDRAISING EFFORTS | $1,651 |
| SPECIAL OLYMPICS MINNESOTA | ||||||
| 900 2ND AVE S 300 | MINNEAPOLIS | MN | 55402 | PC | HONORING FUNDRAISING EFFORTS | $24,310 |
| SPECIAL OLYMPICS MINNESOTA | ||||||
| 900 2ND AVE S 300 | MINNEAPOLIS | MN | 55402 | PC | HONORING FUNDRAISING EFFORTS | $3,028 |
| THE IRONMAN FOUNDATION | ||||||
| 3407 W DR MLK JR BLVD SUITE 100 | TAMPA | FL | 33607 | PC | HONORING BOARD SERVICE | $2,000 |
| THE IRONMAN FOUNDATION | ||||||
| 3407 W DR MLK JR BLVD SUITE 100 | TAMPA | FL | 33607 | PC | HONORING BOARD SERVICE | $2,000 |
| UNITED WAY OF SHELBY COUNTY | ||||||
| 232 S OHIO AVE | SIDNEY | OH | 45365 | PC | HONORING FUNDRAISING EFFORTS | $8,261 |
| UNITED WAY OF SOUTHWEST MINNESOTA | ||||||
| PO BOX 41 | MARSHALL | MN | 56258 | PC | HONORING FUNDRAISING EFFORTS | $32,445 |
| UNIVERSITY OF MINNESOTA FOUNDATION MCNAMARA ALUMNI CENTER | ||||||
| 200 OAK STREET SOUTHEAST SUITE 500 | MINNEAPOLIS | MN | 55455 | PC | SCHOLARSHIPS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $534,463 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,223 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $295,036 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $295,036 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARCO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 HEATHERWOOD ROAD | AddressLine1Txt |
| City | ST CLOUD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,009 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,935 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,935 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD REAL ESTATE | $217,951 | $217,951 |
| FIDELITY TOTAL MARKET INDEX FUND | $2,608,603 | $2,608,603 |
| ISHARES CORE MSCI TOTAL | $1,326,901 | $1,326,901 |
| ISHARES CORE U.S. AGGREGATE BOND | $2,133,337 | $2,133,337 |
| SPDR PORTFOLIO HIGH YIELD BOND ETF | $173,501 | $173,501 |
| ISHARES GLOBAL INFRASTRUCTURE | $218,810 | $218,810 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $3,322 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,322 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $691,551 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $16,063 | $16,063 | $0 |
| SCHOLARSHIP ADMIN FEES | $15,600 | $0 | $15,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MN FILING FEE | $25 | $0 | $25 |
| FEDERAL TAXES | $2,200 | $0 | $0 |