786 FOUNDATION 49-M020-01-9 UA DTD 031097
Cite this
Plain text 786 FOUNDATION 49-M020-01-9 UA DTD 031097. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/396515741. Retrieved 2026-10-20.
APA Strategy Studio. (n.d.). 786 FOUNDATION 49-M020-01-9 UA DTD 031097 [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/396515741
MLA “786 FOUNDATION 49-M020-01-9 UA DTD 031097.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/396515741. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $395K · expenses $224K · assets $4.3M
- EIN
- 39-6515741
- Address
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- NTEE code
- -
- Subsection
- 501(c)(3)
- Ruling year
- 1990
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Boston Trust Walden Company Institution | TRUSTEE | 2019-2025 | $12,193 | $73,109 | 2 |
| Bmo Harris Bank Na Institution (former) | TRUSTEE (1/1-8/17/2017) | 2012-2017 | $10,268 | $83,579 | 160 |
| Us Bank N A Institution (former) | TRUSTEE | 2022-2024 | $11,570 | $34,534 | 1475 |
| Marshall & Ilsley Trust Co NA Institution (former) | TRUSTEE | 2010-2011 | $13,798 | $26,979 | 53 |
| Boston Trust Inv Mgmt Co Institution (former) | INVEST | 2010 | $10,449 | $10,449 | 2 |
| Acs Financial Group Inc Institution (former) | INVEST | 2010 | $5,885 | $5,885 | 1 |
| Boston Trust Investment Institution (former) | TRUSTEE (8/18-12/31/2017) | 2017 | $532 | $532 | 1 |
People by year
2025 · 1 person listed · 1 paid, $12K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BOSTON TRUST WALDEN COMPANY Institution | TRUSTEE | 0 | $12,193 | - | - | $12,193 | 2 |
2024 · 2 people listed · 1 paid, $12K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| US BANK NA Institution | TRUSTEE | 1 | $11,570 | - | - | $11,570 | 1475 |
| BOSTON TRUST WALDEN COMPANY Institution | TRUSTEE | 0 | $0 | - | - | $0 | 2 |
2023 · 2 people listed · 1 paid, $11K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| US BANK NA Institution | TRUSTEE | 1 | $11,002 | - | - | $11,002 | 1475 |
| BOSTON TRUST WALDEN COMPANY Institution | TRUSTEE | 0 | $0 | - | - | $0 | 2 |
2022 · 2 people listed · 1 paid, $12K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| US BANK N A Institution | TRUSTEE | 1 | $11,962 | - | - | $11,962 | 1475 |
| BOSTON TRUST WALDEN COMPANY Institution | TRUSTEE | 0 | $0 | - | - | $0 | 2 |
2021 · 1 person listed · 1 paid, $40K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BOSTON TRUST WALDEN COMPANY Institution | TRUSTEE | 0 | $40,002 | - | - | $40,002 | 2 |
2020 · 1 person listed · 1 paid, $11K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BOSTON TRUST WALDEN COMPANY Institution | TRUSTEE | 0 | $10,604 | - | - | $10,604 | 2 |
2019 · 1 person listed · 1 paid, $10K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BOSTON TRUST WALDEN COMPANY Institution | TRUSTEE | 0 | $10,310 | - | - | $10,310 | 2 |
2017 · 2 people listed · 2 paid, $11K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BMO HARRIS BANK NA Institution | TRUSTEE (1/1-8/17/2017) | 1 | $10,268 | - | - | $10,268 | 160 |
| BOSTON TRUST INVESTMENT Institution | TRUSTEE (8/18-12/31/2017) | 0 | $532 | - | - | $532 | 1 |
2016 · 1 person listed · 1 paid, $14K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BMO HARRIS BANK NA Institution | TRUSTEE | 1 | $14,384 | - | $0 | $14,384 | 160 |
2015 · 1 person listed · 1 paid, $18K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BMO HARRIS BANK NA Institution | TRUSTEE | 1 | $17,747 | - | $0 | $17,747 | 160 |
2014 · 1 person listed · 1 paid, $14K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BMO HARRIS BANK NA Institution | TRUSTEE | 1 | $14,368 | - | $0 | $14,368 | 160 |
2013 · 1 person listed · 1 paid, $14K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BMO HARRIS BANK NA Institution | TRUSTEE | 1 | $13,599 | - | $0 | $13,599 | 160 |
2012 · 1 person listed · 1 paid, $13K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BMO HARRIS BANK NA Institution | TRUSTEE | 1 | $13,213 | - | $0 | $13,213 | 160 |
2011 · 1 person listed · 1 paid, $14K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARSHALL & ILSLEY TRUST CO Institution | TRUSTEE | 1 | $13,798 | - | $0 | $13,798 | 53 |
2010 · 3 people listed · 3 paid, $30K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARSHALL & ILSLEY TRUST CO Institution | TRUSTEE | 1 | $13,181 | - | $0 | $13,181 | 53 |
| BOSTON TRUST & INV MGMT CO Institution | INVEST | 1 | $10,449 | - | $0 | $10,449 | 2 |
| ACS FINANCIAL GROUP INC Institution | INVEST | 0 | $5,885 | - | $0 | $5,885 | 1 |
Highest-paid independent contractors
2017 · 1 contractor · $16K
| Name | Location | Service | Paid |
|---|---|---|---|
| BOSTON TRUST INVESTMENT | BOSTON, MA | INVESTMENT MANAGER | $15,790 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 5 grants to organizations · $170K
2024 · 1 grant to organizations · $100K
2023 · 15 grants to organizations · $290K
2022 · 20 grants to organizations · $330K
2021 · 12 grants to organizations · $400K
2020 · 20 grants to organizations · $240K
2019 · 24 grants to organizations · $260K
2017 · 24 grants to organizations · $276K
2016 · 0 grants to organizations · $0 · 1 summary line · $201K
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2015 · 0 grants to organizations · $0 · 1 summary line · $239K
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2014 · 5 grants to organizations · $45K
2013 · 19 grants to organizations · $225K
2012 · 8 grants to organizations · $176K
2011 · 22 grants to organizations · $219K
2010 · 24 grants to organizations · $226K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2017 · 3 contributors · $194K
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $395,026 | $223,556 | $4,332,595 | $4,332,595 | - | - | $12,193 | - | - |
| 2024 · Form 990PF | ||||||||
| $435,533 | $142,081 | $4,161,105 | $4,161,105 | - | - | $11,570 | - | - |
| 2023 · Form 990PF | ||||||||
| $75,611 | $331,010 | $3,868,033 | $3,868,033 | $0 | - | $11,002 | - | - |
| 2022 · Form 990PF | ||||||||
| $403,271 | $389,642 | $4,123,413 | $4,123,413 | - | - | $11,962 | - | - |
| 2021 · Form 990PF | ||||||||
| $769,469 | $443,362 | $4,110,154 | $4,110,154 | - | - | $40,002 | - | - |
| 2020 · Form 990PF | ||||||||
| $135,372 | $276,255 | $3,779,190 | $3,779,190 | - | - | $10,604 | - | - |
| 2019 · Form 990PF | ||||||||
| $249,493 | $295,718 | $3,925,179 | $3,925,179 | - | - | $10,310 | - | - |
| 2017 · Form 990PF | ||||||||
| $997,615 | $304,340 | $3,951,894 | $3,951,894 | $194,159 | - | $10,800 | - | - |
| 2016 · Form 990PF | ||||||||
| $158,853 | $239,026 | $3,267,091 | $3,267,091 | - | - | $14,384 | - | - |
| 2015 · Form 990PF | ||||||||
| $541,416 | $271,509 | $3,352,932 | $3,352,932 | - | - | $14,747 | - | - |
| 2014 · Form 990PF | ||||||||
| $134,484 | $78,799 | $3,076,118 | $3,076,118 | - | - | $14,368 | - | - |
| 2013 · Form 990PF | ||||||||
| $204,734 | $265,443 | $3,040,583 | $3,040,583 | - | - | $13,599 | - | - |
| 2012 · Form 990PF | ||||||||
| $161,146 | $206,925 | $3,119,059 | $3,119,059 | - | - | $13,213 | - | - |
| 2011 · Form 990PF | ||||||||
| $165,269 | $254,222 | $3,159,024 | $3,159,024 | - | - | $13,798 | - | - |
| 2010 · Form 990PF | ||||||||
| $140,542 | $256,774 | $3,237,512 | $3,237,512 | - | - | $13,181 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
No similar organizations found.
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $223,556 spent · pay $12,193 · grants $170,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $170,000 | 76.0% | |
| Fees: other professional | $28,075 | 12.6% | |
| Pay: officers, directors, trustees | $12,193 | 5.5% | |
| Taxes | $11,784 | 5.3% | |
| Fees: accounting | $1,500 | 0.7% | |
| Other expenses | $4 | 0.0% | |
| Total | $223,556 | 100% |
2024 · Form 990PF · $142,081 spent · pay $11,570 · grants $100,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $100,000 | 70.4% | |
| Fees: other professional | $27,312 | 19.2% | |
| Pay: officers, directors, trustees | $11,570 | 8.1% | |
| Taxes | $1,698 | 1.2% | |
| Fees: accounting | $1,500 | 1.1% | |
| Other expenses | $1 | 0.0% | |
| Total | $142,081 | 100% |
2023 · Form 990PF · $331,010 spent · pay $11,002 · grants $290,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $290,000 | 87.6% | |
| Fees: other professional | $25,269 | 7.6% | |
| Pay: officers, directors, trustees | $11,002 | 3.3% | |
| Taxes | $3,739 | 1.1% | |
| Fees: accounting | $1,000 | 0.3% | |
| Total | $331,010 | 100% |
2022 · Form 990PF · $389,642 spent · pay $11,962 · grants $330,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $330,000 | 84.7% | |
| Fees: other professional | $26,562 | 6.8% | |
| Taxes | $20,118 | 5.2% | |
| Pay: officers, directors, trustees | $11,962 | 3.1% | |
| Fees: accounting | $1,000 | 0.3% | |
| Total | $389,642 | 100% |
2021 · Form 990PF · $443,362 spent · pay $40,002 · grants $400,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $400,000 | 90.2% | |
| Pay: officers, directors, trustees | $40,002 | 9.0% | |
| Taxes | $2,360 | 0.5% | |
| Fees: accounting | $1,000 | 0.2% | |
| Total | $443,362 | 100% |
2020 · Form 990PF · $276,255 spent · pay $10,604 · grants $240,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $240,000 | 86.9% | |
| Fees: other professional | $23,708 | 8.6% | |
| Pay: officers, directors, trustees | $10,604 | 3.8% | |
| Fees: accounting | $1,000 | 0.4% | |
| Taxes | $943 | 0.3% | |
| Total | $276,255 | 100% |
2019 · Form 990PF · $295,718 spent · pay $10,310 · grants $260,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $260,000 | 87.9% | |
| Fees: other professional | $23,436 | 7.9% | |
| Pay: officers, directors, trustees | $10,310 | 3.5% | |
| Fees: accounting | $1,000 | 0.3% | |
| Taxes | $972 | 0.3% | |
| Total | $295,718 | 100% |
2017 · Form 990PF · $304,340 spent · pay $10,800 · grants $275,600 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $275,600 | 90.6% | |
| Fees: other professional | $15,791 | 5.2% | |
| Pay: officers, directors, trustees | $10,800 | 3.5% | |
| Taxes | $1,161 | 0.4% | |
| Fees: accounting | $800 | 0.3% | |
| Other expenses | $188 | 0.1% | |
| Total | $304,340 | 100% |
2016 · Form 990PF · $239,026 spent · pay $14,384 · grants $201,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $201,000 | 84.1% | |
| Fees: other professional | $14,804 | 6.2% | |
| Pay: officers, directors, trustees | $14,384 | 6.0% | |
| Taxes | $8,199 | 3.4% | |
| Fees: accounting | $600 | 0.3% | |
| Other expenses | $39 | 0.0% | |
| Total | $239,026 | 100% |
2015 · Form 990PF · $271,509 spent · pay $14,747 · grants $239,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $239,000 | 88.0% | |
| Pay: officers, directors, trustees | $14,747 | 5.4% | |
| Fees: other professional | $14,694 | 5.4% | |
| Taxes | $2,406 | 0.9% | |
| Fees: accounting | $600 | 0.2% | |
| Other expenses | $62 | 0.0% | |
| Total | $271,509 | 100% |
2014 · Form 990PF · $78,799 spent · pay $14,368 · grants $45,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $45,000 | 57.1% | |
| Fees: other professional | $17,658 | 22.4% | |
| Pay: officers, directors, trustees | $14,368 | 18.2% | |
| Taxes | $1,072 | 1.4% | |
| Fees: accounting | $600 | 0.8% | |
| Other expenses | $101 | 0.1% | |
| Total | $78,799 | 100% |
2013 · Form 990PF · $265,443 spent · pay $13,599 · grants $225,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $225,000 | 84.8% | |
| Fees: other professional | $21,685 | 8.2% | |
| Pay: officers, directors, trustees | $13,599 | 5.1% | |
| Taxes | $4,273 | 1.6% | |
| Fees: accounting | $800 | 0.3% | |
| Other expenses | $86 | 0.0% | |
| Total | $265,443 | 100% |
2012 · Form 990PF · $206,925 spent · pay $13,213 · grants $176,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $176,000 | 85.1% | |
| Fees: other professional | $15,166 | 7.3% | |
| Pay: officers, directors, trustees | $13,213 | 6.4% | |
| Taxes | $1,730 | 0.8% | |
| Fees: accounting | $800 | 0.4% | |
| Other expenses | $16 | 0.0% | |
| Total | $206,925 | 100% |
2011 · Form 990PF · $254,222 spent · pay $13,798 · grants $218,700 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $218,700 | 86.0% | |
| Fees: other professional | $19,086 | 7.5% | |
| Pay: officers, directors, trustees | $13,798 | 5.4% | |
| Taxes | $1,887 | 0.7% | |
| Fees: accounting | $750 | 0.3% | |
| Other expenses | $1 | 0.0% | |
| Total | $254,222 | 100% |
2010 · Form 990PF · $256,774 spent · pay $13,181 · grants $226,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $226,000 | 88.0% | |
| Fees: other professional | $16,334 | 6.4% | |
| Pay: officers, directors, trustees | $13,181 | 5.1% | |
| Fees: accounting | $750 | 0.3% | |
| Taxes | $508 | 0.2% | |
| Other expenses | $1 | 0.0% | |
| Total | $256,774 | 100% |