JOHN W MOOTY FOUNDATION TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN W MOOTY FOUNDATION TR (EIN 41-1686710)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202611279349101756
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T09:41:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411360831 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLSEN THIELEN & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2675 LONG LAKE ROAD | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55113 | 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 | 411686710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W MOOTY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6126323333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 CORNELIA DR | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE W MOOTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6126323333 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM P THIELEN CPA | PreparerPersonNm |
| PTIN | P01521741 | PTIN |
| Phone | 6514834521 | 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 | $47,849,880 | 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 | $25 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12,887 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,887 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,277 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,277 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,434,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,441,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,434,226 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,494,415 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,494,390 | 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 |
| Legal Fees Rev And Expnss | $616 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $616 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,105 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,105 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,721 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,189,814 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,189,814 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,194,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,194,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$700,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,494,390 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300,122 | CashBOYAmt |
| Cash EOY | $498,554 | CashEOYAmt |
| Cash EOYFMV | $498,554 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,615,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,407,556 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,351,326 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,915,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,906,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,849,880 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $16,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $208,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $208,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,899,141 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,697,610 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,899,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,697,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,915,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,906,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,899,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$700,145 | ExcessRevenueOverExpensesAmt |
| Other Increases | $498,614 | OtherIncreasesAmt |
| Subtotal | $5,697,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,697,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1 SH - BERKSHIRE HATHAWAY INC DELAWARE CL A | 2002-09-03 | 2025-10-30 | $711,986 | $3,882 | $708,104 | $708,104 |
| 1 SH - BERKSHIRE HATHAWAY INC DELAWARE CL A | 2002-09-03 | 2025-11-06 | $730,004 | $3,882 | $726,122 | $726,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,434,226 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,772 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,653 | 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 | $30,653 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,881 | OverpaymentAmt |
| Applied To ES Tax | $9,881 | 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 | BRUCE W MOOTY TRUSTEE | IndividualWithBooksNm |
| Phone | 6126323333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 CORNELIA DR | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID N MOOTY | ||||||||
| 6900 CORNELIA DRIVE | EDINA | MN | 55435 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRUCE W MOOTY | ||||||||
| 6900 CORNELIA DRIVE | EDINA | MN | 55435 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| CHARLES W MOOTY | ||||||||
| 6900 CORNELIA DRIVE | EDINA | MN | 55435 | TRUSTEE | 1.00 | $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 | $48,296,675 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $452,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,749,489 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,749,489 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $731,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,018,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,400,912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,400,912 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,772 | TotalTaxAmt |
| Distributable Before Adj | $2,380,140 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,380,140 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,380,140 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,194,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,194,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,380,140 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $48,064 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,738 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $179,300 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,468 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $465,570 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,194,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,194,535 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $185,605 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $185,605 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $279,965 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $279,965 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,197 | ExcessFromYear4Amt |
| Excess From Year2 | $179,300 | ExcessFromYear2Amt |
| Excess From Year1 | $57,468 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE W MOOTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 CORNELIA DR | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6126323333 | RecipientPhoneNum |
| Recipient Email Address | BWMOOTY@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE; MINNESOTA BENEFICIARIES PREFERRED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALL PEOPLES CHURCH TWIN CITIES | ||||||||
| 4321 MACKEY AVE | ST LOUIS PARK | MN | 55424 | NONE | PC | COMMUNITY SERVICE | $100,206 | |
| BABY'S SPACE | ||||||||
| 2438 18TH AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | PC | COMMUNITY SERVICE | $10,000 | |
| BAY AREA CRISIS NURSERY | ||||||||
| 1506 MENDOCINO DR | COCORD | CA | 94521 | NONE | PC | COMMUNITY SERVICE | $15,000 | |
| BIG BROTHERS BIG SISTERS TWIN CITIES | ||||||||
| 3110 N WASHINGTON AVE | MINNEAPOLIS | MN | 55411 | NONE | PC | COMMUNITY SERVICE | $10,000 | |
| CITIZENS LEAGUE | ||||||||
| 400 ROBERT STREET NORTH STE 1820 | ST PAUL | MN | 55101 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| CITY OF EDINA | ||||||||
| 4801 W 50TH ST | EDINA | MN | 55424 | NONE | GOV | COMMUNITY SERVICE | $99,184 | |
| COMMUNITY CHURCH OF THE VERDES | ||||||||
| 25603 N DANNY LANE STE 1 | RIO VERDE | AZ | 85263 | NONE | PC | COMMUNITY SERVICE | $25,351 | |
| COMMUNITY EMERGENCY SERVICE INC | ||||||||
| 1900 11TH AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | COMMUNITY SERVICE | $14,773 | |
| CONSERVATION CORPS MINNESOTA & IOWA | ||||||||
| 60 PLATO BLVD E STE 210 | ST PAUL | MN | 55107 | NONE | PC | COMMUNITY SERVICE | $10,000 | |
| CONSTELLATION FUND | ||||||||
| 50 N 2ND AVE | MINNEAPOLIS | MN | 55401 | NONE | PC | COMMUNITY SERVICES | $25,000 | |
| EDINA EDUCATION FUND | ||||||||
| 5701 NORMANDALE ROAD | EDINA | MN | 55424 | NONE | PC | COMMUNITY SERVICE | $25,000 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| EVERY MEAL | ||||||||
| 2723 PATTON RD | ROSEVILLE | MN | 55113 | NONE | PC | COMMUNITY SERVICE | $45,381 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH LARK ST STE 700 | CHICAGO | IL | 60601 | NONE | PC | COMMUNITY SERVICE | $25,000 | |
| GRACE-TRINITY COMMUNITY CHURCH | ||||||||
| 1430 W 28TH ST | MINNEAPOLIS | MN | 55408 | NONE | PC | COMMUNITY SERVICE | $50,000 | |
| GREATER MINNEAPOLIS CRISIS NURSERY | ||||||||
| 4544 4TH AVE S | MINNEAPOLIS | MN | 55419 | NONE | PC | COMMUNITY SERVICE | $15,000 | |
| HOPE ACADEMY | ||||||||
| 710 E 24TH ST | MINNEAPOLIS | MN | 55404 | NONE | PC | EDUCATIONAL SERVICES | $100,206 | |
| JOYCE UPTOWN FOOD SHELF | ||||||||
| 3041 FREMONT AVE S | MINNEAPOLIS | MN | 55408 | NONE | PC | COMMUNITY SERVICE | $50,000 | |
| KTIS | ||||||||
| 3003 SNELLING AVE NO | ST PAUL | MN | 55113 | NONE | PC | COMMUNITY SERVICE | $9,000 | |
| LIVEMORE SCREENLESS | ||||||||
| 2429 NICOLLET AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | COMMUNITY SERVICE | $10,000 | |
| MAMATOO - A DASH OF LOVE INC | ||||||||
| 1153 132ND AVE | NEW RICHMOND | WI | 54017 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | COMMUNITY SERVICE | $50,206 | |
| MINNEAPOLIS INSTITUTE OF ART | ||||||||
| 2400 3RD AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | COMMUNITY SERVICE | $15,000 | |
| MINNESOTA WEST FOUNDATION | ||||||||
| 311 N SPRING ST | LUVERNE | MN | 56156 | NONE | PC | COMMUNITY SERVICE | $20,381 | |
| MISSOULA MEDICAL AID | ||||||||
| PO BOX 903 | MISSOULA | MT | 59806 | NONE | PC | MEDICAL SERVICES | $10,000 | |
| NC LITTLE MEMORIAL HOSPICE | ||||||||
| 7019 LYNMAR LANE | EDINA | MN | 55435 | NONE | PC | MEDICAL RESEARCH | $20,439 | |
| NEXUS FOUNDATION FOR FAMILY HEALING | ||||||||
| 505 HIGHWAY 169 NORTH STE 500 | PLYMOUTH | MN | 55441 | NONE | PC | COMMUNITY SERVICE | $15,000 | |
| NORTHSIDE ACHIEVEMENT ZONE | ||||||||
| 1964 N 2ND ST | MINNEAPOLIS | MN | 55411 | NONE | PC | COMMUNITY SERVICE | $10,000 | |
| ONE VILLAGE PARTNERS | ||||||||
| PO BOX 26055 | MINNEAPOLIS | MN | 55426 | NONE | PC | COMMUNITY SERVICE | $20,000 | |
| OUR LADY OF GRACE CATHOLIC CHURCH | ||||||||
| 5071 EDEN AVE | EDINA | MN | 55436 | NONE | PC | COMMUNITY SERVICE | $1,000 | |
| PACER CENTER | ||||||||
| 8161 NORMANDALE BLVD | MINNEAPOLIS | MN | 55437 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 114 WEST 47TH ST 15TH FL | NEW YORK | NY | 10036 | NONE | PC | COMMUNITY SERVICE | $34,500 | |
| REIGNING GRACE RANCH | ||||||||
| 6450 SE 36TH AVE | PURCELL | OK | 73080 | NONE | PC | COMMUNITY SERVICE | $10,000 | |
| RIO VERDE COMMUNITY FOUNDATION | ||||||||
| 18816 E FOUR PEAKS BLVD | RIO VERDE | AZ | 85263 | NONE | PC | COMMUNITY SERVICE | $199,900 | |
| RISE | ||||||||
| 6499 UNIVERSITY AVE NE SUITE 200 | FRIDLEY | MN | 55432 | NONE | PC | COMMUNITY SERVICE | $10,000 | |
| RYAN'S HOPE | ||||||||
| 14131 N RIO VISTA BLVD 9 | PEORIA | AZ | 85381 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| SAE MINNESOTA ALPHA FUND | ||||||||
| 406 RIVER ST | MINNEAPOLIS | MN | 55401 | NONE | PC | EDUCATIONAL SERVICES | $25,000 | |
| SAN FRANCISCO-MARIN FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | NONE | PC | COMMUNITY SERVICE | $10,500 | |
| SAVE SUICIDE AWARENESS VOICES OF EDUCATION | ||||||||
| 7900 XERXES AVE S STE 1350 | BLOOMINGTON | MN | 55431 | NONE | PC | EDUCATIONAL SERVICES | $20,439 | |
| SAVE THE BOUNDARY WATERS | ||||||||
| PO BOX 625 | ELY | MN | 55731 | NONE | PC | COMMUNITY SERVICE | $25,000 | |
| SECOND HARVEST HEARTLAND | ||||||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | NONE | PC | COMMUNITY SERVICE | $30,000 | |
| SOCIAL GOOD FUND INC | ||||||||
| 12651 SAN PABLO AVE 5473 | RICHMOND | CA | 94805 | NONE | PC | COMMUNITY SERVICE | $10,000 | |
| STAGES THEATER COMPANY | ||||||||
| 1111 MAINSTREET | HOPKINS | MN | 55343 | NONE | PC | COMMUNITY SERVICE | $30,000 | |
| THE BLAKE FUND | ||||||||
| 110 BLAKE RD SOUTH | HOPKINS | MN | 55343 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| THE DWELLING PLACE | ||||||||
| 940 44TH AVE NE | COLUMBIA HEIGHTS | MN | 55421 | NONE | PC | COMMUNITY SERVICE | $25,000 | |
| THE GRACE UPON GRACE MOOTY FAMILY FOUNDATION | ||||||||
| 6900 CORNELIA DR | EDINA | MN | 55435 | NONE | PC | COMMUNITY SERVICE | $240,000 | |
| THE GUILD | ||||||||
| 122 WABASHA ST S SUITE 400 | ST PAUL | MN | 55107 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| THE MINNESOTA LAND TRUST | ||||||||
| 2356 UNIVERSITY AVE W STE 240 | ST PAUL | MN | 55114 | NONE | PC | COMMUNITY SERVICE | $10,000 | |
| THE SANNEH FOUNDATION | ||||||||
| 2111 JULIET AVE | ST PAUL | MN | 55105 | NONE | PC | COMMUNITY SERVICE | $30,000 | |
| THE WASHBURN HIGHSCHOOL FOUNDATION | ||||||||
| 201 W 49TH ST | MINNEAPOLIS | MN | 55419 | NONE | PC | EDUCATIONAL SERVICES | $10,439 | |
| TRANS-MISSISSIPPI GOLF ASSOCIATION | ||||||||
| 4475 TRINITY MILLS ROAD SUITE | DALLAS | TX | 75287 | NONE | PC | COMMUNITY SERVICE | $5,000 | 702526 |
| TREVOR PROJECT | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | COMMUNITY SERVICE | $35,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MN | 02138 | NONE | PC | COMMUNITY SERVICE | $35,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | EDUCATIONAL SERVICES | $387,499 | |
| URBAN VENTURES | ||||||||
| 2924 FOURTH AVE S | MINNEAPOLIS | MN | 55408 | NONE | PC | COMMUNITY SERVICE | $10,000 | |
| V3 SPORTS INC | ||||||||
| 701 PLYMOUTH AVE N | MINNEAPOLIS | MN | 55411 | NONE | PC | COMMUNITY SERVICE | $20,000 | |
| VERDE CARES INC | ||||||||
| 18934 AVENIDA DEL RAY SUITE 106 | RIO VERDE | AZ | 85263 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| WALKER ART CENTER | ||||||||
| 725 VINELAND PLACE | MINNEAPOLIS | MN | 55403 | NONE | PC | COMMUNITY SERVICE | $10,000 | |
| WASHBURN CENTER FOR CHILDREN | ||||||||
| 1100 GLENWOOD AVE | MINNEAPOLIS | MN | 55405 | NONE | PC | COMMUNITY SERVICE | $30,000 | |
| WESTMONT COLLEGE | ||||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | EDUCATIONAL SERVICES | $25,000 | |
| YMCA OF THE NORTH | ||||||||
| 651 NICOLLET MALL STE 500 | MINNEAPOLIS | MN | 55402 | NONE | PC | COMMUNITY SERVICE | $65,410 | |
| YOUTH FRONTIERS INC | ||||||||
| 5215 EDINA INDUSTRIAL BLVD STE 400 | MINNEAPOLIS | MN | 55439 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,189,814 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,887 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,277 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,434,226 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,494,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,494,390 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $4,105 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,105 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 28,440 SHRS BERKSHIRE HATHAWAY CLASS B | $4,013,737 | $14,295,366 |
| 38 SHRS BERKSHIRE HATHAWAY CLASS A | $147,516 | $28,682,400 |
| 43,775 SHRS CHARLES SCHWAB CORP | $1,246,303 | $4,373,560 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGEL FEES | CategoryTxt |
| Legal Fees | $616 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $616 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OF MINNESOTA - ATTORNEY GENERAL | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO COST BASIS OF STOCK GRANTS | Desc |
| Amt | $498,614 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS OUTSTANDING | Desc |
| BOY Book Value | $16,000 | BOYBookValueAmt |
| EOY Book Value | $208,500 | EOYBookValueAmt |