THOMAS DUBOIS HORMEL FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS DUBOIS HORMEL FOUNDATION INC (EIN 85-1272160)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349100806
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T04:34:49-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | 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 | 851272160 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS DUBOIS HORMEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 3234048181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3032 E COMMERCIAL BLVD 158 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER QUINN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3234048181 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| 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 | $8,990,799 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $82 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $178,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,550 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $164,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,218,548 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $164,572 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $343,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,204 | 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 | $211 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $211 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,248 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,124 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,124 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,654 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,225 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,519 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,805 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,457 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $355,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $355,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $443,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $366,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$100,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $162,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $162,921 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,982,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,055,517 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,953,701 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,579,440 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,476,232 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,492,345 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,192,547 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,060,965 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,381,832 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,853,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,755,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,990,799 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,431 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,600 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,431 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,600 | 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 | $6,849,219 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,751,035 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,849,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,751,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,853,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,755,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,849,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$100,253 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,069 | OtherIncreasesAmt |
| Subtotal | $6,751,035 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,751,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LT | $2,756,249 | $2,572,604 | $183,645 | $183,645 |
| PUBLICLY TRADED SECURITIES - ST | $462,299 | $481,372 | -$19,073 | -$19,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,572 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,748 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,748 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,560 | 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 | $2,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,188 | TaxDueAmt |
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 | FL | 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 | JENNIFER L QUINN | IndividualWithBooksNm |
| Phone | 3234048181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3032 E COMMERCIAL BLVD 158 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARISA I HORMEL | ||||||||
| 3032 EAST COMMERCIAL BLVD 158 | FORT LAUDERDALE | FL | 33308 | DIRECTOR AND PRESIDENT | 2.00 | $0 | $0 | $0 |
| JENNIFER L QUINN | ||||||||
| 3032 EAST COMMERCIAL BLVD 158 | FORT LAUDERDALE | FL | 33308 | DIRECTOR AND TREASURER | 3.00 | $0 | $0 | $0 |
| CHARLES D IGNACIO | ||||||||
| 3032 EAST COMMERCIAL BLVD 158 | FORT LAUDERDALE | FL | 33308 | DIRECTOR AND SECRETARY | 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 | $8,398,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,593,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,593,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,464,916 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $423,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $423,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,748 | TotalTaxAmt |
| Distributable Before Adj | $419,498 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $419,498 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $419,498 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $366,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $366,160 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $419,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $264,328 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $366,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $264,328 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,832 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $317,666 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CARNEGIE HALL | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | PC | TO SUPPORT THE POWER OF MUSIC THROUGH PERFORMANCES, VISIONARY EDUCATION, AND SOCIAL IMPACT PROGRAMS | $25,000 | |
| FRIENDS OF THE JAY C HORMEL NATURE CENTER | |||||||
| PO BOX 83 | AUSTIN | MN | 55912 | PC | TO PROVIDE EDUCATIONAL SEMINARS AND PROGRAMS RELATED TO NATURE AND NATURE APPRECIATION | $10,000 | |
| HORMEL HISTORIC HOME | |||||||
| 208 4TH AVE NW | AUSTIN | MN | 55912 | PC | TO PRESERVE THE HISTORY AND VALUES OF THE GEORGE A AND LILLIAN HORMEL FAMILY THROUGH THE PRESERVATION OF THE HORMEL HISTORIC HOME AND SERVING THE COMMUNITY AS A MEETING PLACE TO PURSUE THE HORMEL FAMILY VALUES OF HOSPITALITY, EDUCATION, MUSIC APPRECIATION, AND ENTREPRENEURSHIP | $25,000 | |
| LOS ANGELES PHILHARMONIC | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | PC | TO PROVIDE MEDIA INITIATIVES AND LEARNING PROGRAMS THAT INSPIRE AND STRENGTHEN COMMUNITIES IN LOS ANGELES AND BEYOND | $25,000 | |
| THE JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | TO PROVIDE SUPPORT FOR THE HIGHEST CALIBER OF ARTISTIC EDUCATION FOR GIFTED MUSICIANS, DANCERS, AND ACTORS FROM AROUND THE WORLD | $100,000 | |
| THE MOUNT SINAI HOSPITAL | |||||||
| ONE GUSTAVE LEVY PLACE | NEW YORK | NY | 100296574 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| THE PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK | |||||||
| DAVID GEFFEN HALL 10 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | TO SUPPORT AND MAINTAIN EMINENT SYMPHONY ORCHESTRA IN NEW YORK | $25,000 | PLAZA |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248106 | CORAL GABLES | FL | 33124 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| UNIVERSITY OF ROCHESTER | |||||||
| PO BOX 270032 300 EAST RIVER ROAD | ROCHESTER | NY | 14627 | PC | TO PROVIDE EDUCATIONAL FACILITIES TO THE KIDS OF ROCHESTER | $50,000 | |
| WELLNESS IN THE SCHOOLS | |||||||
| 31 W 125TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | PC | TO PROVIDE KIDS WITH HEALTHY HABITS TO LEARN AND LIVE BETTER | $50,000 | |
| YOUNG MUSICIANS FOUNDATION | |||||||
| 1044 EAST JEFFERSON BLVD SUITE A | LOS ANGELES | CA | 90011 | PC | TO PROVIDE ACCESS TO EVERY STUDENT AND EVERY PERSON THE MUSIC AND MEDIA ARTS EDUCATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $355,000 | 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 | $82 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $164,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $343,204 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $343,204 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,248 | Amt |
| Net Investment Income | $3,124 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,124 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK TAXABLE MUNICIPAL BOND TRUST | $358,919 | $356,461 |
| INVESCO TAXABLE MUNICIPAL BOND | $890,369 | $905,978 |
| ISHARES MBS ETF | $922,417 | $923,158 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND | $304,527 | $306,748 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $99,958 | $96,849 |
| ALPHABET INC CL A | $216,395 | $641,650 |
| AMAZON.COM INC | $239,257 | $394,933 |
| AMER EXPRESS CO | $69,461 | $166,478 |
| APPLE INC | $187,395 | $326,232 |
| CBRE GROUP INC CL A | $83,977 | $159,986 |
| EMERSON ELECTRIC CO | $52,971 | $73,261 |
| LILLY ELI & CO | $120,580 | $206,339 |
| LOWES COMPANIES INC | $201,222 | $222,832 |
| MASTERCARD INC CL A | $74,504 | $71,360 |
| META PLATFORMS INC CL A | $200,136 | $410,576 |
| MICROSOFT CORP | $258,572 | $477,817 |
| NVDIA CORP | $315,575 | $482,289 |
| PROCTER & GAMBLE CO | $99,367 | $97,164 |
| S&P GLOBAL INC | $83,809 | $118,628 |
| SALESFORCE.COM INC | $83,967 | $115,236 |
| THERMO FISHER SCIENTIFIC INC | $152,900 | $177,891 |
| UNION PACIFIC CORP | $44,371 | $53,204 |
| VISA INC CL A | $118,846 | $166,587 |
| WALMART INC | $64,955 | $142,605 |
| PALO ALTO NETWORKS INC | $114,958 | $120,467 |
| TRANE TECHNOLOGIES PLC | $57,383 | $63,440 |
| JPMORGAN CHASE & CO | $114,958 | $167,877 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES INC ISHARES ESG AWARE MSCI EM ETF | AT COST | $467,157 | $585,473 |
| ISHARES INC ISHARES ESG AWARE MSCI EAFE ETF | AT COST | $319,796 | $471,741 |
| ISHARES ESG AWARE MSCI USA SMA ETF | AT COST | $274,012 | $324,618 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $211 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $211 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES & SUBSCRIPTIONS | Desc |
| Revenue And Expenses Per Books | $4,600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,600 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING DIFFERENCE | Desc |
| Amt | $2,069 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO MIHT | Desc |
| BOY Book Value | $4,431 | BOYBookValueAmt |
| EOY Book Value | $4,600 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $66,654 | $66,654 | $0 |
| GRAPHIC AND DESIGN FEES | $3,225 | $0 | $3,225 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,805 | $3,805 | $0 |
| FEDERAL EXCISE TAX | $3,714 | $0 | $0 |