Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
BAME FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)900 MENDELSSOHN AVE NORTH
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GOLDEN VALLEY, MN55427
A Employer identification number

27-4159707
B Telephone number (see instructions)

(763) 417-1200
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$947,479
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 533,430
2 Check bullet.............
3 Interest on savings and temporary cash investments 6 6  
4 Dividends and interest from securities... 10,837 10,837  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 77,057
b Gross sales price for all assets on line 6a 265,309
7 Capital gain net income (from Part IV, line 2)... 77,057
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)....... 17,443 17,443  
12 Total. Add lines 1 through 11........ 638,773 105,343  
Operating and Administrative Expenses 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)......... 114 0   114
b Accounting fees (attach schedule)....... 3,000 1,500   1,500
c Other professional fees (attach schedule).... 19,479 4,029   15,450
17 Interest............... 42 42   0
18 Taxes (attach schedule) (see instructions)... 206 206   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 72,940 9,975   62,965
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,781 15,752   80,029
25 Contributions, gifts, grants paid....... 710,401 710,401
26 Total expenses and disbursements. Add lines 24 and 25 806,182 15,752   790,430
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -167,409
b Net investment income (if negative, enter -0-) 89,591
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 94,062 113,004 113,004
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 486,424 Click to see attachment391,612 299,667
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 633,170 Click to see attachment548,576 534,808
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,213,656 1,053,192 947,479
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,213,656 1,053,192
30 Total net assets or fund balances (see instructions)..... 1,213,656 1,053,192
31 Total liabilities and net assets/fund balances (see instructions). 1,213,656 1,053,192
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
1,213,656
2
Enter amount from Part I, line 27a .....................
2
-167,409
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,945
4
Add lines 1, 2, and 3 ..........................
4
1,053,192
5
Decreases not included in line 2 (itemize) bullet
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
1,053,192
Form 990-PF (2018)
Form 990-PF (2018)
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.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
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 240,597   188,252 52,345
b 24,712     24,712
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       52,345
b       24,712
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 77,057
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 instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 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?
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 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))
2017 822,714 1,223,767 0.672280
2016 680,061 860,909 0.789934
2015 347,315 1,138,236 0.305134
2014 410,069 1,489,155 0.275370
2013 243,826 1,120,243 0.217655
2
Total of line 1, column (d) .....................
2
2.260373
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.452075
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,077,472
5
Multiply line 4 by line 3......................
5
487,098
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
896
7
Add lines 5 and 6........................
7
487,994
8
Enter qualifying distributions from Part XII, line 4,.............
8
790,430
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.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 1 896
hereBulletand 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........................... 3 896
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- ..... 5 896
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 237
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 800
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,037
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 24
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 117
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet117 RefundedBullet 11 0
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 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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 instructions)
    bulletMN
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN POWELL Telephone no.bullet (612) 636-6472

    Located atbullet5641 27TH AVE SMINNEAPOLISMN ZIP+4bullet55417
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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 instructions ........
    1b
     
    No
    ........bullet
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 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 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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 instructions ......
    5b
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 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
    CHRISTIAN N BAME PRESIDENT
    0.00
    0 0 0
    900 MENDELSSOHN AVE NORTH
    GOLDEN VALLEY,MN55427
    MARNA BAME TREASURER
    0.00
    0 0 0
    900 MENDELSSOHN AVE NORTH
    GOLDEN VALLEY,MN55427
    MARISSA BAME SCHERMER SECRETARY
    0.00
    0 0 0
    900 MENDELSSOHN AVE NORTH
    GOLDEN VALLEY,MN55427
    LUCAS C BAME DIRECTOR
    0.00
    0 0 0
    900 MENDELSSOHN AVE NORTH
    GOLDEN VALLEY,MN55427
    ALICIA C BAME-ANDERSON DIRECTOR
    0.00
    0 0 0
    900 MENDELSSOHN AVE NORTH
    GOLDEN VALLEY,MN55427
    NATASHA C BAME DIRECTOR
    0.00
    0 0 0
    900 MENDELSSOHN AVE NORTH
    GOLDEN VALLEY,MN55427
    JASON BAME-ANDERSON DIRECTOR
    0.00
    0 0 0
    900 MENDELSSOHN AVE NORTH
    GOLDEN VALLEY,MN55427
    CHRISTOPHER SCHERMER DIRECTOR
    0.00
    0 0 0
    900 MENDELSSOHN AVE NORTH
    GOLDEN VALLEY,MN55427
    DANIELLE N BAME DIRECTOR
    0.00
    0 0 0
    900 MENDELSSOHN AVE NORTH
    GOLDEN VALLEY,MN55427
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see 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.............bullet0
    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 COORDINATE, PACK, AND SEND OVER 1,300 CARE PACKAGES FOR SOLDIERS SERVING OVERSEAS. BOXES CONTAIN TOILETRIES, SNACKS, GAMES, AND LETTERS OF ENCOURAGEMENT FROM CHILDREN. 62,270
    2 OVER $300,000 WAS RAISED FOR CHILDREN'S CANCER RESEARCH FUND AT THE 15TH ANNUAL 140 GOLF INVITATIONAL. FUNDING BRIGHT SCIENTISTS TO FIND A CURE FOR CHILDHOOD CANCER AND SUPPORTING PEDIATRIC CANCER PATIENTS AND THEIR FAMILIES. 22,650
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see 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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see 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
    635,188
    b
    Average of monthly cash balances.......................
    1b
    102,696
    c
    Fair market value of all other assets (see instructions)................
    1c
    355,996
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,093,880
    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
    1,093,880
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,408
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,077,472
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    53,874
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    53,874
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    896
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    896
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    52,978
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    52,978
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    52,978
    Part XII
    Qualifying Distributions (see 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
    790,430
    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
    790,430
    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 instructions.................
    5
    896
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    789,534
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 52,978
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 188,343
    b From 2014...... 335,643
    c From 2015...... 290,963
    d From 2016...... 637,628
    e From 2017...... 761,526
    fTotal of lines 3a through e........ 2,214,103
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 790,430
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 52,978
    e Remaining amount distributed out of corpus 737,452
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,951,555
    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 instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    188,343
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    2,763,212
    10 Analysis of line 9:
    a Excess from 2014.... 335,643
    b Excess from 2015.... 290,963
    c Excess from 2016.... 637,628
    d Excess from 2017.... 761,526
    e Excess from 2018.... 737,452
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    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)
    aPaid during the year
    ACHIEVE SERVICES INC
    1201 89TH AVE NE 105
    BLAINE,MN55434
    NONE 501(C)3 CHARITABLE GIFT 2,500
    AFRICA JAM
    3109 W 50TH ST
    MINNEAPOLIS,MN55410
    NONE 501(C)3 CHARITABLE GIFT 256
    ALZHEIMER'S ASSOCIATION
    7900 W 78TH ST 100
    MINNEAPOLIS,MN55439
    NONE 501(C)3 CHARITABLE GIFT 3,400
    AMERICAN BRAIN TUMOR ASSOCIATION
    8550 W BRYN MAWR AVE 550
    CHICAGO,IL60631
    NONE 501(C)3 CHARITABLE GIFT 240
    AMERICAN RED CROSS
    1201 WEST RIVER PKWY
    MINNEAPOLIS,MN55454
    NONE 501(C)3 CHARITABLE GIFT 960
    ANGEL FOUNDATION
    1155 CENTRE POINTE DR 7
    MENDOTA HEIGHTS,MN55120
    NONE 501(C)3 CHARITABLE GIFT 15,520
    ANNA MARIE'S ALLIANCE
    PO BOX 367
    ST CLOUD,MN56302
    NONE 501(C)3 CHARITABLE GIFT 760
    AUTISM SOCIETY OF MINNESOTA
    2380 WYCLIFF ST 102
    ST PAUL,MN55114
    NONE 501(C)3 CHARITABLE GIFT 11,815
    BECKER YOUTH ASSOCIATION
    PO BOX 85
    BECKER,MN55308
    NONE 501(C)3 CHARITABLE GIFT 250
    BECKY'S TROOP CARE PACKAGES
    212 32ND AVE N
    ST CLOUD,MN56303
    NONE 501(C)3 CHARITABLE GIFT 100
    BOBBY & STEVE'S YOUTH FOUNDATION
    4445 W 77TH ST 240
    EDINA,MN55435
    NONE 501(C)3 CHARITABLE GIFT 4,000
    BOYS & GIRLS CLUBS
    690 JACKSON ST
    ST PAUL,MN55130
    NONE 501(C)3 CHARITABLE GIFT 3,500
    BRANCH LUTHERAN SCHOOLS OF HAITI
    1627 DUNLAP ST N
    ST PAUL,MN55108
    NONE 501(C)3 CHARITABLE GIFT 720
    BREAKAWAY INC
    1911 PARK AVE S
    MINNEAPOLIS,MN55404
    NONE 501(C)3 CHARITABLE GIFT 30,720
    BREAST CANCER RESEARCH FOUNDATION
    60 EAST 56TH ST
    NEW YORK,NY10022
    NONE 501(C)3 CHARITABLE GIFT 6,570
    CANINE SERVICE PARTNERS INC
    3885 100TH ST E
    NORTHFIELD,MN55057
    NONE 501(C)3 CHARITABLE GIFT 100
    CELIAC DISEASE FOUNDATION
    20350 VENTURA BLVD 240
    WOODLAND HILLS,CA91364
    NONE 501(C)3 CHARITABLE GIFT 240
    CENTRACARE HEALTH FOUNDATION
    1406 SIXTH AVE N
    ST CLOUD,MN56303
    NONE 501(C)3 CHARITABLE GIFT 2,200
    CENTRAL IOWA SHELTER AND SERVICES
    1420 MULBERRY ST
    DES MOINES,IA50309
    NONE 501(C)3 CHARITABLE GIFT 1,500
    CHAINBREAKER
    2334 UNIVERSITY AVE W 150
    ST PAUL,MN55114
    NONE 501(C)3 CHARITABLE GIFT 250
    CHILDREN'S CANCER RESEARCH FUND (MIES)
    7301 OHMS LN 355
    MINNEAPOLIS,MN55439
    NONE 501(C)3 CHARITABLE GIFT 22,650
    CHILDREN'S CANCER RESEARCH FUND
    7301 OHMS LN 355
    MINNEAPOLIS,MN55439
    NONE 501(C)3 CHARITABLE GIFT 38,460
    CHILDREN'S HOSPITAL
    2525 CHICAGO AVE
    MINNEAPOLIS,MN55404
    NONE 501(C)3 CHARITABLE GIFT 10
    CHILDREN'S SURGERY INTERNATIONAL
    825 NICOLLET MALL 706
    MINNEAPOLIS,MN55402
    NONE 501(C)3 CHARITABLE GIFT 10,500
    COBORN'S CANCER RESEARCH FUND
    1900 CENTRACARE CIRCLE 1600
    ST CLOUD,MN56303
    NONE 501(C)3 CHARITABLE GIFT 1,280
    COMO FRIENDS
    1225 ESTABROOK DR
    ST PAUL,MN55103
    NONE 501(C)3 CHARITABLE GIFT 5,000
    COURAGE KENNY FOUNDATION
    MAIL ROUTE 78414
    MINNEAPOLIS,MN55422
    NONE 501(C)3 CHARITABLE GIFT 17,650
    CRESCENT COVE
    3440 BELT LINE BLVD 207
    ST LOUIS PARK,MN55416
    NONE 501(C)3 CHARITABLE GIFT 150,000
    CRIME PREVENTION FUND
    PO BOX 348
    ST BONIFACIUS,MN55375
    NONE 501(C)3 CHARITABLE GIFT 2,600
    CROSS
    12915 WEINAND CIRCLE
    ROGERS,MN55374
    NONE 501(C)3 CHARITABLE GIFT 960
    DAKOTA COUNTY TECHNICAL COLLEGE
    1300 145TH STREET EAST
    ROSEMOUNT,MN55068
    NONE 501(C)3 CHARITABLE GIFT 500
    DIRECT RELIEF
    27 S LA PATERA LN
    SANTA BARBARA,CA93117
    NONE 501(C)3 CHARITABLE GIFT 665
    DUCKS UNLIMITED INC
    ONE WATERFOWL WAY
    MEMPHIS,TN38120
    NONE 501(C)3 CHARITABLE GIFT 27,100
    EDINA BASEBALL ASSOCIATION
    4801 W 50TH ST
    EDINA,MN55424
    NONE 501(C)3 CHARITABLE GIFT 2,000
    EPILEPSY FOUNDATION OF MN
    1600 UNIVERSITY AVE W 300
    ST PAUL,MN55104
    NONE 501(C)3 CHARITABLE GIFT 480
    EQUIPALIFE
    5563 PIONEER CREEK DR A
    MAPLE PLAIN,MN55359
    NONE 501(C)3 CHARITABLE GIFT 1,948
    FEED MY STARVING CHILDREN
    401 93RD AVE NW
    COON RAPIDS,MN55433
    NONE 501(C)3 CHARITABLE GIFT 5,300
    FEEDING AMERICA EASTERN WI
    1700 W FOND DU LAC AVE
    MILWAUKEE,WI53205
    NONE 501(C)3 CHARITABLE GIFT 1,875
    FLATLINE PRODUCTIONS
    14551 309TH AVE
    PRINCETON,MN55371
    NONE 501(C)3 CHARITABLE GIFT 4,500
    FOOD BANK OF NORTHWEST LOUISIANA
    2307 TEXAS AVE
    SHREVEPORT,LA71103
    NONE 501(C)3 CHARITABLE GIFT 1,500
    FOUNDATION FOR ESSENTIAL NEEDS
    701 NORTH 3RD ST 203
    MINNEAPOLIS,MN55401
    NONE 501(C)3 CHARITABLE GIFT 10,000
    GILLETTE CHILDREN'S HOSPITAL
    200 UNIVERSITY AVE S
    ST PAUL,MN55101
    NONE 501(C)3 CHARITABLE GIFT 960
    GLOBAL ACTION
    PO BOX 51063
    COLORADO SPRINGS,CO80949
    NONE 501(C)3 CHARITABLE GIFT 2,160
    HAGGERTY MUSEUM OF ART
    PO BOX 1881
    MILWAUKEE,WI532011881
    NONE 501(C)3 CHARITABLE GIFT 2,500
    HARRY SLIMMER SCHOLARSHIP FOUNDATION
    6600 JANSEN AVE NE
    ALBERTVILLE,MN55301
    NONE 501(C)3 CHARITABLE GIFT 3,600
    HOPE 4 YOUTH
    2665 4TH AVE N
    ANOKA,MN55303
    NONE 501(C)3 CHARITABLE GIFT 960
    HUMOR TO FIGHT THE TUMOR
    16404 EAGLE RIDGE DR
    MINNETONKA,MN55345
    NONE 501(C)3 CHARITABLE GIFT 5,000
    INVER HILLS COMMUNITY COLLEGE FOUNDATION
    2500 EAST 80TH ST
    INVER GROVE HEIGHTS,MN55076
    NONE 501(C)3 CHARITABLE GIFT 4,000
    JARED ALLEN'S HOMES FOR WOUNDED WARRIORS
    2025 COULTER BLVD 200
    CHANHASSEN,MN55317
    NONE 501(C)3 CHARITABLE GIFT 8,840
    JL GRIFFIS TWIN CITIES SCHOOL
    655 FAIRVIEW AVE N
    ST PAUL,MN55104
    NONE 501(C)3 CHARITABLE GIFT 260
    KEYSTONE COMMUNITY SERVICES
    1158 SELBY AVE
    ST PAUL,MN55104
    NONE 501(C)3 CHARITABLE GIFT 104
    KYLE RUDOLPH'S END ZONE
    2450 RIVERSIDE AVE
    MINNEAPOLIS,MN55454
    NONE 501(C)3 CHARITABLE GIFT 7,000
    LAURENCIA'S VICTORY
    12201 ARMITAGE AVE NW
    MONTICELLO,MN55362
    NONE 501(C)3 CHARITABLE GIFT 480
    LAW ENFORCEMENT MEMORIAL ASSOCIATION
    5108 W 74TH ST
    MINNEAPOLIS,MN55439
    NONE 501(C)3 CHARITABLE GIFT 500
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DR
    RYE BROOK,NY10573
    NONE 501(C)3 CHARITABLE GIFT 250
    M STATE FOUNDATION AND ALUMNI
    1900 28TH AVE S
    MOORHEAD,MN56560
    NONE 501(C)3 CHARITABLE GIFT 430
    MAKE-A-WISH MINNESOTA
    615 FIRST AVE NE 415
    MINNEAPOLIS,MN55413
    NONE 501(C)3 CHARITABLE GIFT 500
    MANSFIELD CARES INC
    1025 AIRPORT PARKWAY SW
    GAINESVILLE,GA30501
    NONE 501(C)3 CHARITABLE GIFT 6,000
    MAPLE GROVE YOUTH FOOTBALL ASSOCIATION
    PO BOX 2062
    MAPLE GROVE,MN55311
    NONE 501(C)3 CHARITABLE GIFT 880
    MATTER
    7005 OXFORD ST
    ST LOUIS PARK,MN55426
    NONE 501(C)3 CHARITABLE GIFT 10,480
    METAVIVOR
    1783 FOREST DR 184
    ANNAPOLIS,MD21401
    NONE 501(C)3 CHARITABLE GIFT 100
    MICHIGAN STATE UNIVERSITY
    556 E CIRCLE DR 252
    EAST LANSING,MI48824
    NONE 501(C)3 CHARITABLE GIFT 5,000
    MIDWEST ANIMAL RESCUE & SERVICES
    PO BOX 290073
    BROOKLYN PARK,MN55429
    NONE 501(C)3 CHARITABLE GIFT 1,680
    MINNESOTA BOXER RESCUE
    PO BOX 25773
    WOODBURY,MN55125
    NONE 501(C)3 CHARITABLE GIFT 240
    MINNESOTA FALLEN FIREFIGHTERS MEMORIAL
    PO BOX 18069
    ST PAUL,MN55118
    NONE 501(C)3 CHARITABLE GIFT 500
    MINNESOTA KITTY CAT RACERS ASSOCIATION
    7710 235TH ST N
    FOREST LAKE,MN55025
    NONE 501(C)3 CHARITABLE GIFT 300
    MN FISHING MUSEUM AND HALL OF FAME
    304 WEST BROADWAY
    LITTLE FALLS,MN56345
    NONE 501(C)3 CHARITABLE GIFT 4,500
    MONTICELLO PUBLIC SCHOOLS
    302 WASHINGTON ST
    MONTICELLO,MN55362
    NONE 501(C)3 CHARITABLE GIFT 45,000
    MOVEMBER FOUNDATION
    PO BOX 1595
    CULVER CITY,CA90232
    NONE 501(C)3 CHARITABLE GIFT 9,430
    MPMA EDUCATION FOUNDATION
    5353 WAYZATA BLVD 350
    MINNEAPOLIS,MN55416
    NONE 501(C)3 CHARITABLE GIFT 1,000
    MUSCULAR DYSTROPHY ASSOCIATION
    222 S RIVERSIDE PLAZA 1500
    CHICAGO,IL60606
    NONE 501(C)3 CHARITABLE GIFT 680
    NATIONAL KIDNEY FOUNDATION
    1970 OAKCREST AVE 208
    ST PAUL,MN55113
    NONE 501(C)3 CHARITABLE GIFT 100
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    200 12TH AVENUE SOUTH
    MINNEAPOLIS,MN55415
    NONE 501(C)3 CHARITABLE GIFT 11,855
    NO STOMACH FOR CANCER INC
    PO BOX 46070
    MADISON,WI53744
    NONE 501(C)3 CHARITABLE GIFT 960
    PAUL'S PALS
    13033 RIDGEDALE DR
    MINNETONKA,MN55305
    NONE 501(C)3 CHARITABLE GIFT 9,000
    PHEASANTS FOREVER CHAPTER 796
    1783 BUERKLE CIR
    ST PAUL,MN55110
    NONE 501(C)3 CHARITABLE GIFT 39,130
    PRADER-WILLI SYNDROME ASSOCIATION
    9340 BATAAN ST NE
    BLAINE,MN55449
    NONE 501(C)3 CHARITABLE GIFT 100
    RIDGEVIEW FOUNDATION
    490 SOUTH MAPLE ST 110
    WACONIA,MN55387
    NONE 501(C)3 CHARITABLE GIFT 3,200
    RIVERSIDE CHURCH
    PO BOX 296
    MONTICELLO,MN55362
    NONE 501(C)3 CHARITABLE GIFT 50,000
    ROBBINSDALE SPANISH IMMERSION SCHOOL PTO
    8808 MEDICINE LAKE RD
    NEW HOPE,MN55427
    NONE 501(C)3 CHARITABLE GIFT 200
    ROGERS OTSEGO YOUTH BASEBALL ASSOCIATION
    PO BOX 251
    ROGERS,MN55374
    NONE 501(C)3 CHARITABLE GIFT 480
    ROGERS YOUTH FOOTBALL
    PO BOX 274
    ROGERS,MN55374
    NONE   CHARITABLE GIFT 480
    SAVE THE CHILDREN
    501 KINGS HIGHWAY E 400
    FAIRFIELD,CT06825
    NONE   CHARITABLE GIFT 100
    SECOND MILE HAITI
    5251 W DESERT FALCON LN
    TUCSON,AZ85742
    NONE   CHARITABLE GIFT 700
    SHARING AND CARING HANDS
    525 NORTH 7TH ST
    MINNEAPOLIS,MN55405
    NONE   CHARITABLE GIFT 100
    SHOOTING STAR FOUNDATION
    16526 W 78TH ST 271
    EDEN PRAIRIE,MN55346
    NONE   CHARITABLE GIFT 4,500
    SHREVEPORT BOMBERS YOUTH SPORTS
    2403 HELMSDALE CT
    SHREVEPORT,LA71118
    NONE   CHARITABLE GIFT 500
    SOCIAL VENTURE PARTNERS OF MN
    14451 HIGHWAY 7
    MINNETONKA,MN55345
    NONE   CHARITABLE GIFT 36,600
    SOJOURNER FAMILY PEACE CENTER
    619 W WALNUT ST
    MILWAUKEE,WI53212
    NONE   CHARITABLE GIFT 2,500
    SPAREKEY
    101 EAST 5TH ST 1100
    ST PAUL,MN55101
    NONE   CHARITABLE GIFT 1,867
    SPARK-Y
    4432 CHICAGO AVENUE S
    MINNEAPOLIS,MN55407
    NONE   CHARITABLE GIFT 1,920
    SPREAD JOY & LOVE INC
    12180 DAYTON RIVER RD
    DAYTON,MN55327
    NONE   CHARITABLE GIFT 100
    ST JUDE'S CHILDREN RESEARCH HOSPITAL
    5353 WAYZATA BLVD 500
    ST LOUIS PARK,MN55416
    NONE   CHARITABLE GIFT 3,970
    STMA YOUTH HOCKEY ASSOCIATION
    10575 62ND ST NE
    ALBERTVILLE,MN55301
    NONE   CHARITABLE GIFT 500
    TEXTILE CENTER
    3000 UNIVERSITY AVE SE SUITE 100
    MINNEAPOLIS,MN55414
    NONE   CHARITABLE GIFT 1,200
    THE BRYAN MCDONOUGH MILITARY HEROES
    251 W LAFAYETTE ROAD
    ST PAUL,MN55107
    NONE   CHARITABLE GIFT 1,000
    THE FOOD GROUP
    8501 54TH AVE N
    MINNEAPOLIS,MN55428
    NONE   CHARITABLE GIFT 1,500
    TOYS FOR TOTS FOUNDATION
    38 HAWLEY ST
    BINGHAMPTON,NY13901
    NONE   CHARITABLE GIFT 1,879
    TREEHOUSE
    5666 LINCOLN DR 201
    MINNEAPOLIS,MN55436
    NONE   CHARITABLE GIFT 1,867
    TRIPLE H MINIATURE HORSE RESCUE
    PO BOX 4125
    BISMARCK,ND58502
    NONE   CHARITABLE GIFT 1,200
    TRUE FRIENDS
    10509 108TH ST NW
    ANNANDALE,MN55302
    NONE   CHARITABLE GIFT 10,000
    UNITED CEREBRAL PALSY
    1825 K STREET NW SUITE 600
    WASHINGTON,DC20006
    NONE   CHARITABLE GIFT 680
    WILDERNESS INQUIRY INC
    808 14TH AVE SE
    MINNEAPOLIS,MN55414
    NONE   CHARITABLE GIFT 3,000
    WINONA COMMUNITY FOUNDATION
    51 EAST 4 ST
    WINONA,MN55987
    NONE   CHARITABLE GIFT 300
    YOUTH FRONTIERS
    PO BOX 680647
    ORLANDO,FL328680647
    NONE   CHARITABLE GIFT 5,000
    Total .................................bullet 3a 710,401
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 6  
    4 Dividends and interest from securities....     14 10,837  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 17,443  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 77,057  
    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).. 0 105,343 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    105,343
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    BAME FOUNDATION
     
    Employer identification number

    27-4159707
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    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
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't 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. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    BAME FOUNDATION
     
    Employer identification number
    27-4159707
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ACOUSTICAL SURFACES INC
     
    123 COLUMBIA COURT N
     
    CHASKA, MN55318

    $ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    LUBE TECH & PARTNERS LLC
     
    900 MENDELSSOHN AVENUE NORTH
     
    GOLDEN VALLEY, MN55427

    $ 91,667


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    LUBRICATION TECHNOLOGIES INC
     
    900 MENDELSSOHN AVENUE NORTH
     
    GOLDEN VALLEY, MN55427

    $ 266,623


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    CLAM CORPORATION
     
    12135 BROCKTON LN N
     
    OSSEO, MN55369

    $ 12,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    FOURNIER REV SURV TRUST
     
    7100 METRO BLVD UNIT 322
     
    EDINA, MN55439

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    HEARTLAND FINANCIAL SERVICES USA
     
    1398 CENTRAL AVENUE PO BOX 778
     
    DUBUQUE, IA52001

    $ 5,300


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    BAME FOUNDATION
     
    Employer identification number
    27-4159707
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
    QUALITY FORKLIFT SALES AND SERVICES
     
    587 CITATION DR
     
    SHAKOPEE, MN55379

    $ 9,800


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    ROSE PAVING LLC
     
    7300 W 100TH PL
     
    BRIDGEVIEW, IL60455

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
    TOUCHING LIVES
     
    4633 LORDS NE ST
     
    PRIOR LAKE, MN55372

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
    CHRISTIAN BAME  
    9200 10TH AVE N
     
    GOLDEN VALLEY, MN55427

    $ 12,420


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
    TIMOTHY ELAM  
    4555 TRILLIUM DRIVE N
     
    MEDINA, MN55340

    $ 7,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    BAME FOUNDATION
     
    Employer identification number

    27-4159707
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    BAME FOUNDATION
     
    Employer identification number

    27-4159707
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    BAME FOUNDATION
    EIN:
    27-4159707
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,000 1,500   1,500

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BAME FOUNDATION
    EIN:
    27-4159707
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMBAC FINL GROUP INC COM NEW 4,560 5,172
    CANFOR CORP CAD 4,297 3,600
    CISCO SYSTEMS INC 5,474 10,833
    CONVANTA HLDG CORP 2,809 2,684
    DEVON ENERGY CORP NEW 31,913 11,270
    JPM INVEST GRWTH FD - CL I 285,071 238,162
    JERRERIES FINL GROUP, INC 19,054 12,152
    SEARS HOLDINGS CORP 4,124 54
    SUPERIOR INDUS INTL 19,550 4,810
    WEYERHAEUSER CO 14,760 10,930

    TY 2018 InvestmentsOtherSchedule2
    Name:
    BAME FOUNDATION
    EIN:
    27-4159707
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BAKKEN DRILLING FUND III AT COST 125,505 125,505
    BAKKEN DRILLING FUND IVB AT COST 230,491 230,491
    EVERMORE GLOBAL VALUUE AT COST 36,902 36,171
    FIRST EAGLE GLOBAL FUNDS CLASS I AT COST 28,893 27,067
    FPA CRESCENT FUND AT COST 33,585 30,262
    JP MORGAN LARGE CAP GROWTH FUND SELECT AT COST 13,165 13,727
    OAKMARK FUND CLASS I AT COST 28,125 28,626
    OAKMARK INTL FUND CLAS I AT COST 51,910 42,959

    TY 2018 LegalFeesSchedule
    Name:
    BAME FOUNDATION
    EIN:
    27-4159707
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 114 0   114


    TY 2018 OtherExpensesSchedule
    Name:
    BAME FOUNDATION
    EIN:
    27-4159707
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 695 25   670
    BAKKEN DRILLING FUND III LP EXPENSES & ORDINARY LOSES 9,950 9,950   0
    TROOP CARE PACKAGE SUPPLIES & POSTAGE 62,270 0   62,270
    STATE OF MINNESOTA 25 0   25


    TY 2018 OtherIncomeSchedule2
    Name:
    BAME FOUNDATION
    EIN:
    27-4159707
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BAKKEN K-1 INCOME 17,443 17,443 17,443


    TY 2018 OtherIncreasesSchedule
    Name:
    BAME FOUNDATION
    EIN:
    27-4159707
    Description Amount
    PRIOR PERIOD ADJUSTMENT 6,945


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BAME FOUNDATION
    EIN:
    27-4159707
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 4,029 4,029   0
    CONSULTING FEES 15,450 0   15,450


    TY 2018 TaxesSchedule
    Name:
    BAME FOUNDATION
    EIN:
    27-4159707
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 206 206   0