-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note.
The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
20
10
For calendar year 2010, or tax year beginning
01-01-2010
, and ending
12-31-2010
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
Name of foundation
ARTHUR T ERICKSON FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 1224
Room/suite
City or town, state, and ZIP code
MINNEAPOLIS
,
MN
55440
A Employer identification number
41-6050855
B
Telephone number (see page 10 of the instructions)
(952) 830-8700
C
If exemption application is pending, check here
D 1.
Foreign organizations, check here .
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
2.
Foreign organizations meeting the 85% test,
check here and attach computation
I
Fair market value of all assets at end
of year
(from Part II, col. (c),
line 16)
$
322,358
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
E
If private foundation status was terminated
under section 507(b)(1)(A), check here
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
150,000
2
Check
3
Interest on savings and temporary cash investments
25
25
4
Dividends and interest from securities
......
5a
Gross rents
..............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
150,025
25
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
25
0
25
17
Interest
...............
18
Taxes (attach schedule) (see page 14 of the instructions)
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
25
0
25
25
Contributions, gifts, grants paid
........
119,150
119,150
26
Total expenses and disbursements.
Add lines 24 and 25
119,175
0
119,175
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
30,850
b
Net investment income
(if negative, enter -0-)
25
c
Adjusted net income
(if negative, enter -0-)
...
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X
Form
990-PF
(2010)
Form 990-PF (2010)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
...............
2
Savings and temporary cash investments
..........
290,658
322,358
322,358
3
Accounts receivable
Less: allowance for doubtful accounts
850
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)
....................
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
...............
9
Prepaid expenses and deferred charges
...........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
........
c
Investments—corporate bonds (attach schedule)
........
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
..............
13
Investments—other (attach schedule)
...........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
291,508
322,358
322,358
17
Accounts payable and accrued expenses
..........
18
Grants payable
...................
19
Deferred revenue
..................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
..........
0
0
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
....................
291,508
322,358
25
Temporarily restricted
................
26
Permanently restricted
................
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
.........
28
Paid-in or capital surplus, or land, bldg., and equipment fund
29
Retained earnings, accumulated income, endowment, or other funds
30
Total net assets or fund balances
(see page 17 of the
instructions)
....................
291,508
322,358
31
Total liabilities and net assets/fund balances
(see page 17 of
the instructions)
..................
291,508
322,358
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)
...............
1
291,508
2
Enter amount from Part I, line 27a
......................
2
30,850
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
322,358
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
..
6
322,358
Form
990-PF
(2010)
Form 990-PF (2010)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2009
108,175
239,694
0.451305
2008
91,025
167,685
0.542833
2007
161,046
153,285
1.050631
2006
60,475
87,091
0.694389
2005
109,588
121,309
0.903379
2
Total
of line 1, column (d)
......................
2
3.642537
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
.
.
.
3
0.728507
4
Enter the net value of noncharitable-use assets for 2010 from Part X, line 5
.....
4
273,778
5
Multiply line 4 by line 3
.......................
5
199,449
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
.........................
7
199,449
8
Enter qualifying distributions from Part XII, line 4
..............
8
119,175
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form
990-PF
(2010)
Form 990-PF (2010)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A” on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
0
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
............................
3
0
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
0
6
Credits/Payments:
a
2010 estimated tax payments and 2009 overpayment credited to 2010
6a
b
Exempt foreign organizations—tax withheld at source
.......
6b
c
Tax paid with application for extension of time to file (Form 8868)
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2011 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?
.............................
1b
No
If the answer is “Yes” to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If “Yes,” attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If “Yes,” has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If “Yes,” complete Part II, col. (c), and Part XV.
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see page 19 of the
instructions)
MN
b
If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If “No,” attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
page 27)?
If “Yes,” complete Part XIV
...........................
9
No
10
Did any persons become substantial contributors during the tax year?
If “Yes,” attach a schedule listing their names and addresses.
10
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions)
.......
11
No
12
Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
GERALD A ERICKSON
Telephone no.
(952) 830-8700
Located at
4567 AMERICAN BOULEVARD WEST
BLOOMINGTON
MN
ZIP+4
55437
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—Check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
......
15
16
At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
a bank, securities, or other financial account in a foreign country?
.................
16
No
See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country
Form
990-PF
(2010)
Form 990-PF (2010)
Page
5
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
.........................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
.................
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check “No”
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.........
Yes
No
b
If any answer is “Yes” to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?
...
1b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2010?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2010?
...............
Yes
No
If “Yes,” list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer “No” and attach statement—see page 20 of the instructions.)
.........
2b
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business
enterprise at any time during the year?
.....................
Yes
No
b
If “Yes,” did it have excess business holdings in 2010 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2010.)
....................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
4b
No
5a
During the year did the foundation pay or incur any amount to:
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
...............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)
...
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
........
Yes
No
b
If any answer is “Yes” to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
............
Yes
No
If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay
premiums on a personal benefit contract?
....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If “Yes” to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
Form
990-PF
(2010)
Form 990-PF (2010)
Page
6
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to
employee benefit plans
and deferred compensation
(e)
Expense account,
other allowances
GERALD A ERICKSON
TRUSTEE
1.00
0
0
0
4567 AMERICAN BOULEVARD WEST
BLOOMINGTON
,
MN
55437
MARJORIE J PIHL
TRUSTEE
1.00
0
0
0
4567 AMERICAN BOULEVARD WEST
BLOOMINGTON
,
MN
55437
2
Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
If none, enter “NONE.”
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
3
Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Form
990-PF
(2010)
Form 990-PF (2010)
Page
7
Part IX-B
Summary of Program-Related Investments
(see page 23 of the instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See page 24 of the instructions.
3
Total.
Add lines 1 through 3
...........................
0
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations,
see page 24 of the instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
277,947
c
Fair market value of all other assets (see page 24 of the instructions)
............
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
277,947
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
..............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
..........................
3
277,947
4
Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
of the instructions)
............................
4
4,169
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
273,778
6
Minimum investment return.
Enter 5% of line 5
...................
6
13,689
Part XI
Distributable Amount
(see page 25 of the instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
13,689
2a
Tax on investment income for 2010 from Part VI, line 5
......
2a
b
Income tax for 2010. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
13,689
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
.............................
5
13,689
6
Deduction from distributable amount (see page 25 of the instructions)
...........
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
line 1
.................................
7
13,689
Part XII
Qualifying Distributions
(see page 25 of the instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
119,175
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
................................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
119,175
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b (see page 26 of the instructions)
............
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
...............
6
119,175
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2010)
Form 990-PF (2010)
Page
8
Part XIII
Undistributed Income
(see page 26 of the instructions)
(a)
Corpus
(b)
Years prior to 2009
(c)
2009
(d)
2010
1
Distributable amount for 2010 from Part XI, line 7
13,689
2
Undistributed income, if any, as of the end of 2010:
a
Enter amount for 2009 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2010:
a
From 2005
.......
99,025
b
From 2006
.......
56,122
c
From 2007
.......
153,384
d
From 2008
.......
82,641
e
From 2009
.......
96,190
f
Total
of lines 3a through e
.........
487,362
4
Qualifying distributions for 2010 from Part
XII, line 4:
$
119,175
a
Applied to 2009, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see page 26 of the instructions)
0
c
Treated as distributions out of corpus (Election
required—see page 26 of the instructions)
...
0
d
Applied to 2010 distributable amount
.....
13,689
e
Remaining amount distributed out of corpus
105,486
5
Excess distributions carryover applied to 2010.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
592,848
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
...........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable
amount—see page 27 of the instructions
...
0
e
Undistributed income for 2009. Subtract line
4a from line 2a. Taxable amount—see page 27
of the instructions
...........
0
f
Undistributed income for 2010. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2011
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (see page 27
of the instructions)
...........
0
8
Excess distributions carryover from 2005 not
applied on line 5 or line 7 (see page 27 of the
instructions)
.............
99,025
9
Excess distributions carryover to 2011.
Subtract lines 7 and 8 from line 6a
......
493,823
10
Analysis of line 9:
a
Excess from 2006
....
56,122
b
Excess from 2007
....
153,384
c
Excess from 2008
....
82,641
d
Excess from 2009
....
96,190
e
Excess from 2010
....
105,486
Form
990-PF
(2010)
Form 990-PF (2010)
Page
9
Part XIV
Private Operating Foundations
(see page 27 of the instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2010, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2010
(b)
2009
(c)
2008
(d)
2007
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
....
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets” alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment” alternative test— enter 2⁄3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support” alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see page 27 of the instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see page 28 of the instructions) to individuals or organizations
under other conditions, complete items 2a, b, c, and d.
a
The name, address, and telephone number of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2010)
Form 990-PF (2010)
Page
10
Part XV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
MOUNT OLIVET LUTHERAN CHURCH
5025 KNOX AVENUE SOUTH
MINNEAPOLIS
,
MN
554191095
NONE
PUBLIC
TO SUPPORT THE GENERAL FUND OF THE CHURCH
10,000
MAYO CLINIC
200 FIRST STREET SW
ROCHESTER
,
MN
55905
NONE
PUBLIC
TO SUPPORT PROGRAMS IN MEDICAL CARE, RESEARCH, AND E
1,000
PLYMOUTH CONGREGATIONAL CHURCH
1900 NICOLLET AVENUE
MINNEAPOLIS
,
MN
554033789
NONE
PUBLIC
TO SUPPORT THE GENERAL FUND OF THE CHURCH
20,000
GUSTAVUS ADOLPHUS COLLEGE
800 WEST COLLEGE AVENUE
ST PETER
,
MN
560821498
NONE
PUBLIC
TO SUPPORT EDUCATION, SERVICE, AND FAITH
2,500
THE MINNEAPOLIS INSTITUTE OF THE ARTS
2400 THIRD AVENUE SOUTH
MINNEAPOLIS
,
MN
55404
NONE
PUBLIC
TO PROVIDE SERVICES AND PROGRAMS TO THE COMMUNITY
12,000
MINNESOTA ORCHESTRAL ASSOCIATION
1111 NICOLLET MALL
MINNEAPOLIS
,
MN
55403
NONE
PUBLIC
TO FUND THE ANNUAL GUARANTY FUND
5,000
SALVATION ARMY
2445 PRIOR AVENUE
ROSEVILLE
,
MN
551132714
NONE
PUBLIC
TO PROVIDE SERVICES AND PROGRAMS TO THE COMMUNITY
500
GROVES ACADEMY
3200 HIGHWAY 100 SOUTH
ST LOUIS PARK
,
MN
55416
NONE
PUBLIC
TO SUPPORT EDUCATION OF CHILDREN WITH LEARNING DISAB
4,150
CHILDREN'S FOUNDATION CHILDREN'S HOSPITAL ASSOCIATION
PO BOX 86
MINNEAPOLIS
,
MN
554862486
NONE
PUBLIC
TO SUPPORT ORTHOPEDIC PROGRAMS AND SERVICES FOR CHIL
3,500
BETHEL UNIVERSITY
3900 BETHEL DRIVE
ST PAUL
,
MN
551126999
NONE
PUBLIC
TO SUPPORT THE BETHEL ANNUAL FUND
500
RIVER VALLEY RIDERS
260 SOUTH 4TH STREET
BAYPORT
,
MN
55003
NONE
PUBLIC
TO SUPPORT THERAPEUTIC HORSE BACK RIDING FOR PEOPLE
5,000
CHILDREN'S CANCER RESEARCH FUND
7801 EAST BUSH LAKE ROAD SUITE 130
MINNEAPOLIS
,
MN
55439
NONE
PUBLIC
TO SUPPORT CHILDREN'S CANCER RESEARCH
1,000
UNIVERSITY OF ST THOMAS
2115 SUMMIT AVE
ST PAUL
,
MN
551051096
NONE
PUBLIC
TO SUPPORT THE ST. THOMAS ANNUAL FUND
2,000
EAGLE BLUFF ENVIRONMENTAL LEARNING CENTER
28097 GOODVIEW DRIVE
LANESBORO
,
MN
55949
NONE
PUBLIC
TO SUPPORT ENVIRONMENTAL EDUCATION
1,000
TWIN CITIES PUBLIC TELEVISION
172 EAST 4TH STREET
ST PAUL
,
MN
55101
NONE
PUBLIC
TO SUPPORT PUBLIC BROADCASTING
500
BOYS & GIRLS CLUBS OF THE TWIN CITIES
6500 NICOLLET AVE SOUTH SUITE 201
MINNEAPOLIS
,
MN
554231674
NONE
PUBLIC
TO SUPPORT THE GENERAL OPERATING FUND
2,500
GRAYWOLF PRESS
250 3RD AVENUE NORTH SUITE 600
MINNEAPOLIS
,
MN
55401
NONE
PUBLIC
TO SUPPORT THE PUBLISHING OF CONTEMPORARY LITERATURE
500
AMERICAN CANCER SOCIETY MIDWEST DIVISION
2520 PILOT KNOB ROAD SUITE 150
MENDOTA HEIGHTS
,
MN
551201158
NONE
PUBLIC
TO SUPPORT THE FIGHT AGAINST CANCER
1,000
MINNESOTA LANDSCAPE ARBORETUM
3675 ARBORETUM DRIVE
CHASKA
,
MN
553189613
NONE
PUBLIC
TO SUPPORT THE ANNUAL FUND
1,500
INTERFAITH OUTREACH & COMMUNITY PARTNERS
110 GRAND AVENUE SOUTH
WAYZATA
,
MN
553911872
NONE
PUBLIC
TO HELP FAMILIES IN NEED BECOME SELF-SUFFICIENT
1,000
AMERICAN RED CROSS TWIN CITIES AREA CHAPTER
1201 WEST RIVER PARKWAY
MINNEAPOLIS
,
MN
55454
NONE
PUBLIC
TO SUPPORT COMMUNITIES IN EMERGENCY SITUATIONS
6,500
WILLIAM MITCHELL COLLEGE OF LAW
875 SUMMIT AVENUE
ST PAUL
,
MN
551053076
NONE
PUBLIC
TO SUPPORT THE COLLEGE SCHOLARSHIP FUNDS
1,000
ABBOTT NORTHWESTERN HOSPITAL FOUNDATION
800 EAST 28TH STREET
MINNEAPOLIS
,
MN
554073799
NONE
PUBLIC
TO SUPPORT HEALTH CARE TREATMENT & TECHNOLOGY
2,500
GUTHRIE THEATER
818 SOUTH 2ND STREET
MINNEAPOLIS
,
MN
55415
NONE
PUBLIC
TO SUPPORT COMMUNITY PRODUCTIONS & PROGRAMS
1,500
MINNEAPOLIS HEART INSTITUTE FOUNDATION
920 EAST 28TH STREET SUITE 100
MINNEAPOLIS
,
MN
55407
NONE
PUBLIC
TO SUPPORT THE FIGHT AGAINST HEART DISEASE
1,000
WALKER ART CENTER
1750 HENNEPIN AVENUE
MINNEAPOLIS
,
MN
55403
NONE
PUBLIC
TO SUPPORT ART PROGRAMS
1,500
MINNESOTA PUBLIC RADIO
480 CEDAR STREET
ST PAUL
,
MN
55101
NONE
PUBLIC
TO SUPPORT PUBLIC RADIO
500
JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL
2626 EAST 82ND STREET SUITE 225
BLOOMINGTON
,
MN
55425
NONE
PUBLIC
TO SUPPORT THE SEARCH FOR A CURE TO DIABETES
5,000
PATRONATO BENEFICO ORIENTAL OF THE UNITED STATES
2600 SW 3RD AVE SUITE 600
MIAMI
,
FL
33129
NONE
PUBLIC
TO SUPPORT THE BASIC NEEDS OF IMPOVERISHED CHILDREN
5,000
BLAKE SCHOOL
110 BLAKE ROAD SOUTH
HOPKINS
,
MN
55343
NONE
PUBLIC
TO SUPPORT THE ANNUAL FUND
500
SUSAN G KOMAN FOR THE CURE
20 WESTPORT ROAD PO BOX 855
WILTON
,
CT
06897
NONE
PUBLIC
TO SUPPORT THE FIGHT AGAINST BREAST CANCER
1,000
RIVERS EDGE HOSPITAL & CLINIC FOUNDATION
1900 NORTH SUNRISE DRIVE
ST PETER
,
MN
56082
NONE
PUBLIC
TO FUND THE PURCHASE OF MEDICAL EQUIPMENT FOR THE EMERGENCY DEPARTMENT
5,000
ARHRITIS FOUNDATION
1876 MINNEHAHA AVE W
ST PAUL
,
MN
55104
NONE
PUBLIC
TO SUPPORT THE PREVENTION, CONTROL AND CURE OF ARTHRITIS
2,500
CARLETON COLLEGE
ONE NORTH COLLEGE STREET
NORTHFIELD
,
MN
55057
NONE
PUBLIC
TO FUND RESOURCES FOR LEARNING AND TEACHING
10,500
Total
.................................
3a
119,150
b
Approved for future payment
Total
..................................
3b
0
Form
990-PF
(2010)
Form 990-PF (2010)
Page
11
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See page 28 of
the instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash investments
25
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than inventory
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
..
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
0
25
13
Total.
Add line 12, columns (b), (d), and (e)
...................
13
25
(See worksheet in line 13 instructions on page 28 to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
page 28 of the instructions.)
3E
INTEREST EARNED ON FOUNDATION CHECKING ACCOUNT
Form
990-PF
(2010)
Form 990-PF (2010)
Page
12
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section
Yes
No
501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
....................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
............................
1b(4)
No
(5)
Loans or loan guarantees
..............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is “Yes,” complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If “Yes,” complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
Signature of officer or trustee
Date
Title
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's address
Firm's EIN
Phone no.
Form
990-PF
(2010)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
20
10
Name of organization
ARTHUR T ERICKSON FOUNDATION
Employer identification number
41-6050855
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note.
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.
Special Rules
For a section 501(c)(3) organization filing Form 990 or 990-EZ, that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use
exclusively
for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.
For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, contributions for use
exclusively
for religious, charitable, etc., purposes, but these contributions did
not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an
exclusively
religious, charitable, etc., purpose. Do not complete any of the parts unless the
General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year.
.........................
$
Caution.
An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it
must
answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613X
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page
1
of
1
of
Part I
Name of organization
ARTHUR T ERICKSON FOUNDATION
Employer identification number
41-6050855
Part I
Contributors
(see Instructions)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
1
HOLIDAY STATIONSTORES INC
4567 AMERICAN BOULEVARD WEST
BLOOMINGTON
,
MN
55437
$
150,000
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page
1
of
1
of
Part II
Name of organization
ARTHUR T ERICKSON FOUNDATION
Employer identification number
41-6050855
Part II
Noncash Property
(see Instructions)
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page
1
of
1
of
Part III
Name of organization
ARTHUR T ERICKSON FOUNDATION
Employer identification number
41-6050855
Part III
Exclusively
religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year.
(Complete columns
(a)
through
(e) and
the following line entry.)
For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc.,
contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
(e)
Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
(e)
Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
(e)
Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
(e)
Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2010 OtherProfessionalFeesSchedule
Name:
ARTHUR T ERICKSON FOUNDATION
EIN:
41-6050855
Category
Amount
Net Investment Income
Adjusted Net Income
Disbursements for Charitable Purposes
STATE FILING FEES
25
0
25