-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
07-01-2019
, and ending
06-30-2020
Name of foundation
THE HEAD FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
11100 WAYZATA BLVD STE 230
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNETONKA
,
MN
55305
A Employer identification number
20-2032551
B
Telephone number (see instructions)
(952) 681-2891
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), 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
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
7,916,006
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
2,119
2,119
4
Dividends and interest from securities
...
130,548
130,548
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
470,567
b
Gross sales price for all assets on line 6a
1,405,192
7
Capital gain net income (from Part IV, line 2)
...
470,567
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
........
603,234
603,234
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)
.......
10,688
5,344
5,344
c
Other professional fees (attach schedule)
....
23,921
23,921
0
17
Interest
...............
153
0
0
18
Taxes (attach schedule) (see instructions)
...
41
16
25
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
..........
34,803
29,281
5,369
25
Contributions, gifts, grants paid
.......
523,150
523,150
26
Total expenses and disbursements.
Add lines 24 and 25
557,953
29,281
528,519
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
45,281
b
Net investment income
(if negative, enter -0-)
573,953
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
50,873
15,405
15,405
2
Savings and temporary cash investments
.........
1,399,654
181,861
181,861
3
Accounts receivable
Less: allowance for doubtful accounts
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 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)
.......
2,945,260
2,359,050
2,359,050
c
Investments—corporate bonds (attach schedule)
.......
0
1,487,340
1,487,340
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
4,000,476
3,872,350
3,872,350
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)
8,396,263
7,916,006
7,916,006
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
)
8,351
5,740
23
Total liabilities
(add lines 17 through 22)
.........
8,351
5,740
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
8,387,912
7,910,266
29
Total net assets or fund balances
(see instructions)
.....
8,387,912
7,910,266
30
Total liabilities and net assets/fund balances
(see instructions)
.
8,396,263
7,916,006
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
8,387,912
2
Enter amount from Part I, line 27a
.....................
2
45,281
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
8,433,193
5
Decreases not included in line 2 (itemize)
5
522,927
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
7,910,266
Form
990-PF
(2019)
Form 990-PF (2019)
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 GAIN DISTRIBUTIONS
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
1,397,188
934,625
462,563
b
8,004
8,004
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
462,563
b
8,004
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
470,567
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
...................
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 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))
2018
388,016
8,092,291
0.047949
2017
439,691
7,833,515
0.056129
2016
376,128
6,423,408
0.058556
2015
294,015
5,659,230
0.051953
2014
274,566
6,039,533
0.045461
2
Total
of line 1, column (d)
.....................
2
0.260048
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
0.052010
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
8,088,170
5
Multiply line 4 by line 3
......................
5
420,666
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
5,740
7
Add lines 5 and 6
........................
7
426,406
8
Enter qualifying distributions from Part XII, line 4
,.............
8
528,519
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
(2019)
Form 990-PF (2019)
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
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
5,740
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
5,740
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
5,740
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
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
172
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
5,912
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 2020 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 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 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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
CEANN COMPANY LLC
Telephone no.
(952) 681-2891
Located at
11100 WAYZATA BOULEVARD SUITE 230
MINNETONKA
MN
ZIP+4
55305
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 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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 instructions
........
1b
No
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
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 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 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
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 4945(d)(4)(A)? See 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 instructions
......
5b
Yes
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
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?
.................
Yes
No
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
CHRISTOPHER KIRWAN
DIRECTOR
0.25
0
0
0
11100 WAYZATA BOULEVARD STE 230
MINNETONKA
,
MN
55305
MARTHA M HEAD
PRESIDENT
0.25
0
0
0
11100 WAYZATA BOULEVARD STE 230
MINNETONKA
,
MN
55305
MARTHA E H KIRWIN
SECRETARY
0.25
0
0
0
11100 WAYZATA BOULEVARD STE 230
MINNETONKA
,
MN
55305
VIRGINIA R HEAD
TREASURER
0.25
0
0
0
11100 WAYZATA BOULEVARD STE 230
MINNETONKA
,
MN
55305
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
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
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
6,697,400
b
Average of monthly cash balances
.......................
1b
1,513,940
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
8,211,340
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
8,211,340
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
123,170
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
8,088,170
6
Minimum investment return.
Enter 5% of line 5
..................
6
404,409
Part XI
Distributable Amount
(see 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
404,409
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
5,740
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
5,740
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
398,669
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
398,669
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
398,669
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
528,519
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
528,519
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
5,740
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
522,779
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
398,669
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
41,102
e
From 2018
......
f
Total
of lines 3a through e
........
41,102
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
528,519
a
Applied to 2018, 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 2019 distributable amount
.....
398,669
e
Remaining amount distributed out of corpus
129,850
5
Excess distributions carryover applied to 2019.
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
170,952
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
170,952
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
41,102
d
Excess from 2018
....
e
Excess from 2019
....
129,850
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, 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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
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).)
MARTHA M HEAD
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. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address 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
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
AAA FOUNDATION
5400 AUTO CLUB WAY
MINNEAPOLIS
,
MN
55416
N/A
PC
GENERAL SUPPORT
500
ABBOTT NORTHWESTERN HOSPITAL FOUNDATION
800 EAST 28TH STREET
MINNEAPOLIS
,
MN
55407
N/A
PC
GENERAL SUPPORT
50,000
ACES
1115 E HENNEPIN AVE
MINNEAPOLIS
,
MN
55414
N/A
PC
EDUCATION
2,500
ACHIEVE MPLS
111 3RD AVE SOUTH SUITE 5
MINNEAPOLIS
,
MN
554012510
N/A
PC
GENERAL SUPPORT
5,000
ADVENTURE UNLIMITED
5201 SOUTH QUEBEC STREET
GREENWOOD VILLAGE
,
CO
80110
N/A
PC
ASSIST STUDENTS
2,000
ALZHEIMER'S ASSOCIATION
PO BOX 96011
WASHINGTON
,
DC
200906011
N/A
PC
GENERAL SUPPORT
1,000
AMERICAN CANCER SOCIETY
501 MINNESOTA AVE
BRECKENRIDGE
,
MN
56520
N/A
PC
GENERAL SUPPORT
12,500
AMERICAN CRAFT COUNCIL
1224 MARSHALL STREET NE STE 200
MINNEAPOLIS
,
MN
55413
N/A
PC
ART APPRECIATION
2,500
AMERICAN RED CROSS
1201 WEST RIVER PARKWAY
MINNEAPOLIS
,
MN
55454
N/A
PC
GENERAL SUPPORT
2,500
AMICUS
3041 4TH AVE S
MINNEAPOLIS
,
MN
55408
N/A
PC
GENERAL SUPPORT
1,000
ANIMAL HUMANE SOCIETY
845 MEADOW LANE N
GOLDEN VALLEY
,
MN
55422
N/A
PC
ASSIST DOGS IN NEED
2,000
ANTI-CRUELTY SOCIETY
169 W GRAND AVE
CHICAGO
,
IL
60654
N/A
PC
GENERAL SUPPORT
1,000
ARC OF MINNESOTA-TWIN CITIES
2446 UNIVERSITY AVE W STE 110
ST PAUL
,
MN
55114
N/A
PC
ASSIST LOW INCOME PEOPLE
1,000
ART INSTITUTE OF CHICAGO
111 S MICHGAN AVE
CHICAGO
,
IL
60603
N/A
PC
ART APPRECIATION
2,500
ARTHRITIS FOUNDATION
1876 MINNEHAHA AVENUE WEST
ST PAUL
,
MN
55104
N/A
PC
GENERAL SUPPORT
1,000
ARTS ALLIANCE ILLINOIS
70 E LAKE STREET
CHICAGO
,
IL
60601
N/A
PC
ART APPRECIATION
1,000
ASCENSION PLACE INC
1803 BRYANT AVENUE N
MINNEAPOLIS
,
MN
55411
N/A
PC
ASSIST PEOPLE IN NEED
1,500
BRECK SCHOOL
123 OTTAWA AVENUE NORTH
MINNEAPOLIS
,
MN
55422
N/A
PC
ASSIST STUDENTS
6,000
CARING BRIDGE
PO BOX 6032
ALBERT LEA
,
MN
560076632
N/A
PC
GENERAL SUPPORT
500
CATHOLIC CHARITIES
PO BOX 86
MINNEAPOLIS
,
MN
55486
N/A
PC
GENERAL SUPPORT
15,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NW
WASHINGTON
,
DC
200015403
N/A
PC
GENERAL SUPPORT
500
CEDAR CAMPS
1314 PARKVIEW VALLEY
MANCHESTER
,
MO
63011
N/A
PC
GENERAL SUPPORT
1,000
CENTER OF THE AMERICAN EXPERIMENT
8441 WAYZATA BLVD STE 350
GOLDEN VALLEY
,
MN
55426
N/A
PC
GENERAL SUPPORT
5,000
CHARITIES REVIEW COUNCIL
700 RAYMOND AVE STE 160
ST PAUL
,
MN
55114
N/A
PC
GENERAL SUPPORT
500
CHICAGO ARCHITECTURE FOUNDATION
224 S MICHGAN AVE
CHICAGO
,
IL
60604
N/A
PC
ART APPRECIATION
1,500
CHILDREN'S HOSPITALS & CLINICS OF MN
5901 LINCOLN DRIVE
EDINA
,
MN
55436
N/A
PC
ASSIST CHILDREN
1,000
CHILDREN'S THEATRE COMPANY
2400 3RD AVE S
MINNEAPOLIS
,
MN
55404
N/A
PC
SUPPORT THEATRE
2,500
CITIZENS LEAGUE
400 ROBERT STREET NORTH STE 1820
ST PAUL
,
MN
55101
N/A
PC
GENERAL SUPPORT
500
COMO FRIENDS
1225 ESTABROOK DR
ST PAUL
,
MN
55103
N/A
PC
SUPPORT ZOOLOGICAL SOCIETY
2,000
COURAGE KENNY FOUNDATION
3915 GOLDEN VALLEY ROAD
MINNEAPOLIS
,
MN
55422
N/A
PC
ASSIST LOW INCOME PEOPLE
5,000
COWLES CENTER FOR DANCE
528 HENNEPIN AVE 200
MINNEAPOLIS
,
MN
55403
N/A
PC
ART APPRECIATION
1,000
DESERT BOTANICAL GARDEN
1201 N GALVIN PARKWAY
PHOENIX
,
AZ
85008
N/A
PC
GENERAL SUPPORT
1,000
DIAPER BANK
709 UNIVERSITY AVE WEST
ST PAUL
,
MN
55104
N/A
PC
GENERAL SUPPORT
15,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET
NEW YORK
,
NY
100061705
N/A
PC
ASSIST CHILDREN
5,000
ERNEST C OBERHOLTZER FOUNDATION
4370 BROOKSIDE COURT 205
EDINA
,
MN
55436
N/A
POF
PROTECTION OF WOODLANDS
500
FAMILY PARTNERSHIP
414 SOUTH EIGHTH STREET
MINNEAPOLIS
,
MN
55404
N/A
PC
ASSIST CHILDREN
3,000
FRIENDS OF THE BASILICA OF ST MARY
PO BOX 50070
MINNEAPOLIS
,
MN
55405
N/A
PC
GENERAL SUPPORT
500
FRIENDS OF THE HENNEPIN CO LIBRARY
300 NICOLLET MALL N-290
MINNEAPOLIS
,
MN
55401
N/A
PC
GENERAL SUPPORT
2,000
GIRL SCOUT OF AMERICA-RIVER VALLEY
400 ROBERT STREET NORTH
ST PAUL
,
MN
55107
N/A
PC
GENERAL SUPPORT
300
GRACE NEIGHBORHOOD NURSERY SCHOOL
1430 W 28TH ST
MINNEAPOLIS
,
MN
55408
N/A
PC
GENERAL SUPPORT
4,000
GRAYWOLF PRESS
250 3RD AVE N STE 600
MINNEAPOLIS
,
MN
55401
N/A
PC
LITERARY APPRECIATION
25,000
GREATER MINNEAPOLIS CRISIS NURSERY
4544 4TH AVENUE SOUTH
MINNEAPOLIS
,
MN
55419
N/A
PC
GENERAL SUPPORT
1,000
GREATER TWIN CITIES UNITED WAY
404 SOUTH EIGHTH STREET
MINNEAPOLIS
,
MN
55405
N/A
PC
GENERAL SUPPORT
15,000
GREATER TWIN CITIES YOUTH SYMPHONY
408 ST PETER STREET SUITE 300
ST PAUL
,
MN
55102
N/A
PC
MUSIC APPRECIATION
500
GROVELAND EMERGENCY FOOD SHELF
1900 NICOLLET AVE
MINNEAPOLIS
,
MN
55403
N/A
PC
GENERAL SUPPORT
500
GUILD INC
130 SOUTH WABASHA STREET 90
ST PAUL
,
MN
55107
N/A
PC
ART APPRECIATION
5,000
GUTHRIE THEATER FOUNDATION
818 SOUTH 2ND STREET
MINNEAPOLIS
,
MN
55415
N/A
PC
ART APPRECIATION
5,000
HENNEPIN HISTORY MUSEUM
2303 3RD AVE S
MINNEAPOLIS
,
MN
55404
N/A
PC
GENERAL SUPPORT
750
JUNIOR LEAGUE OF MINNEAPOLIS
4500 PARK GLEN ROAD 180
MINNEAPOLIS
,
MN
55403
N/A
PC
GENERAL SUPPORT
1,000
KENYON COLLEGE
1 KENYON COLLEGE
GAMBIER
,
OH
43022
N/A
PC
ASSIST STUDENTS
50,000
KENYON REVIEW
102 W WIGGIN ST
GAMBIER
,
OH
43022
N/A
PC
ASSIST STUDENTS
1,000
LA CASA NORTE
2845 W MCLEAN AVE
CHICAGO
,
IL
60647
N/A
PC
GENERAL SUPPORT
2,000
LAKE MINNETONKA ASSOCIATION
PO BOX 248
EXCELSIOR
,
MN
55331
N/A
PC
SUPPORT THE LAKE COMMUNITY
1,000
LAKE SUPERIOR RAILROAD MUSEUM
506 W MICHIGAN STREET
DULUTH
,
MN
55802
N/A
PC
GENERAL SUPPORT
1,000
LEAGUE OF WOMEN VOTERS OF MPLS
2801 21ST AVENUE SOUTH STE 250
MINNEAPOLIS
,
MN
554070509
N/A
PC
GENERAL SUPPORT
500
LEUKEMIA & LYMPHOMA SOCIETY
1711 BROADWAY STREET NE
MINNEAPOLIS
,
MN
55413
N/A
PC
GENERAL SUPPORT
2,500
LONGYEAR MUSEUM
1125 BOYLSTON ST
CHESTNUT HILL
,
MA
02467
N/A
PC
GENERAL SUPPORT
1,000
MACPHAIL CENTER FOR MUSIC
501 S 2ND ST
MINNEAPOLIS
,
MN
55401
N/A
PC
GENERAL SUPPORT
2,000
MAJESTIC HILLS RANCH FOUNDATION
7850 METRO PARKWAY SUITE 100
BLOOMINGTON
,
MN
55425
N/A
PC
GENERAL SUPPORT
500
MARY BAKER EDDY LIBRARY
210 MASSACHUSETTS AVE
BOSTON
,
MA
02115
N/A
PC
ART APPRECIATION
1,500
MAYO FOUNDATION
200 1ST ST SW
ROCHESTER
,
MN
55905
N/A
PC
MEDICAL EDUCATION AND RESEARCH
500
MICRO GRANTS
1035 EAST FRANKLIN AVE
MINNEAPOLIS
,
MN
55404
N/A
PC
ASSIST LOW INCOME PEOPLE
5,000
MINNEAPOLIS CHESS
1121 JACKSON STREET NE 134
MINNEAPOLIS
,
MN
55413
N/A
PC
EDUCATION
1,000
MINNEAPOLIS COLLEGE OF ART AND DESIGN
2501 STEVENS AVE
MINNEAPOLIS
,
MN
55404
N/A
PC
GENERAL SUPPORT
10,000
MINNEAPOLIS COMMUNITY AND TECHNICAL COLLEGE
1501 HENNEPIN AVE
MINNEAPOLIS
,
MN
55403
N/A
PC
SUPPORT STUDENTS
4,000
MINNEAPOLIS INSTITUTE OF ARTS
2400 3RD AVE S
MINNEAPOLIS
,
MN
55405
N/A
PC
ART APPRECIATION
40,000
MINNESOTA CHILDREN'S MUSEUM
10 W 77TH STREET
ST PAUL
,
MN
55102
N/A
PC
GENERAL SUPPORT
2,500
MINNESOTA FOOD SHARE
1001 EAST LAKE ST
MINNEAPOLIS
,
MN
554070509
N/A
PC
GENERAL SUPPORT
2,000
MINNESOTA HISTORICAL SOCIETY
345 W KELLOGG BLVD
ST PAUL
,
MN
551021906
N/A
PC
GENERAL SUPPORT
5,000
MINNESOTA LANDSCAPE ARBORETUM
3675 ARBORETUM DRIVE
CHASKA
,
MN
55318
N/A
PC
GENERAL SUPPORT
5,000
MINNESOTA ORCHESTRA
1111 NICOLLET MALL
MINNEAPOLIS
,
MN
55403
N/A
PC
MUSIC APPRECIATION
5,000
MINNESOTA PUBLIC RADIO
480 CEDAR ST
ST PAUL
,
MN
55101
N/A
PC
GENERAL SUPPORT
35,000
MINNESOTA STATE HORTICULTURAL SOCIETY
2705 LINCOLN DRIVE
ROSEVILLE
,
MN
55113
N/A
PC
GENERAL SUPPORT
1,000
MINNESOTA STREETCAR MUSEUM
PO BOX 16509
MINNEAPOLIS
,
MN
55416
N/A
PC
GENERAL SUPPORT
500
MINNESOTA TRANSPORTATION MUSEUM
193 PENNSYLVANIA AVE E
ST PAUL
,
MN
55130
N/A
PC
GENERAL SUPPORT
500
MINNETONKA CENTER FOR THE ARTS
2240 NORTH SHORE DRIVE
WAYZATA
,
MN
55391
N/A
PC
SUPPORT THE ARTS
2,000
MN ZOO FOUNDATION
13000 ZOO BOULEVARD
APPLE VALLEY
,
MN
55124
N/A
PC
WILDLIFE CONSERVATION AND SUPPORT
3,000
MUSEUM OF LAKE MINNETONKA
PO BOX 178
MINNETONKA
,
MN
55331
N/A
PC
GENERAL SUPPORT
300
PAGE EDUCATION FUND
PO BOX 581254
MINNEAPOLIS
,
MN
55458
N/A
PC
EDUCATION
5,000
PHOENIX ART MUSEUM
1625 N CENTRAL AVE
PHOENIX
,
AZ
850041685
N/A
PC
GENERAL SUPPORT
1,500
PLANNED PARENTHOOD
1200 N LASALLE STREET
CHICAGO
,
IL
60610
N/A
PC
SUPPORT REPRODUCTIVE HEALTH
2,000
PLANNED PARENTHOOD
671 VANDALIA STREET STE 323
ST PAUL
,
MN
55114
N/A
PC
SUPPORT REPRODUCTIVE HEALTH
4,000
PLAYWRIGHTS' CENTER
2301 E FRANKLIN AVE
MINNEAPOLIS
,
MN
55406
N/A
PC
ARTS APPRECIATION
2,500
PRINCIPIA
13201 CLAYTON ROAD
ST LOUIS
,
MO
63131
N/A
PC
ASSIST STUDENTS
10,000
PROJECT FOR PRIDE IN LIVING
1035 EAST FRANKLIN AVE
MINNEAPOLIS
,
MN
55404
N/A
PC
SUPPORT PEOPLE IN NEED
3,000
SALVATION ARMY
2445 PRIOR AVENUE NORTH
ROSEVILLE
,
MN
55113
N/A
PC
ASSIST PEOPLE IN NEED
12,000
SCIENCE MUSEUM OF MINNESOTA
120 WEST KELLOGG BLVD
ST PAUL
,
MN
55102
N/A
PC
SUPPORT SCIENCE EDUCATION
1,500
SIMPSON HOUSING SERVICES
2100 PILLSBURY AVE S
MINNEAPOLIS
,
MN
55404
N/A
PC
GENERAL SUPPORT
1,500
ST MARK'S EPISCOPAL CHURCH
519 OAK GROVE STREET
MINNEAPOLIS
,
MN
55403
N/A
PC
GENERAL SUPPORT
7,500
ST PAUL'S SCHOOL FOR BOYS
11152 FALLS ROAD
BROOKLANDVILLE
,
MD
21022
N/A
PC
ASSIST STUDENTS
5,000
ST THOMAS FAMILY BUSINESS CENTER
1000 LASALLE AVENUE SUITE 435
MINNEAPOLIS
,
MN
554032005
N/A
PC
GENERAL SUPPORT
1,000
TEACH FOR AMERICA TWIN CITIES
401 2ND AVE N STE 200
MINNEAPOLIS
,
MN
55401
N/A
PC
GENERAL SUPPORT
2,500
THE BRIDGE FOR YOUTH
1111 WEST 22ND STREET
MINNEAPOLIS
,
MN
55405
N/A
PC
GENERAL SUPPORT
2,500
THE HEARD MUSEUM
2301 NORTH CENTRAL AVE
PHOENIX
,
AZ
85004
N/A
PC
GENERAL SUPPORT
5,000
THE LIFT GARAGE
2402 E LAKE STREET
MINNEAPOLIS
,
MN
55406
N/A
PC
GENERAL SUPPORT
1,000
THE LOPPET FOUNDATION
1301 THEODORE WIRTH PKWY
MINNEAPOLIS
,
MN
55422
N/A
PC
GENERAL SUPPORT
2,500
THE RICHARD H DRIEHAUS MUSEUM
40 E ERIE STREET
CHICAGO
,
IL
60611
N/A
POF
ARTS APPRECIATION
2,000
THINK SMALL
10 YORKTON COURT
ST PAUL
,
MN
551171065
N/A
PC
GENERAL SUPPORT
2,500
TREE TRUST
2231 EDGWOOD AVE S
ST LOUIS PARK
,
MN
55426
N/A
PC
GENERAL SUPPORT
1,500
TUBMAN FAMILY ALLIANCE
3111 FIRST AVE S
MINNEAPOLIS
,
MN
55408
N/A
PC
ASSIST FAMILIES IN DISTRESS
1,500
TWIN CITIES HABITAT FOR HUMANITY
PO BOX 860297
MINNEAPOLIS
,
MN
55486
N/A
PC
GENERAL SUPPORT
2,500
TWIN CITIES PUBLIC TELEVISION
172 EAST 4TH STREET
ST PAUL
,
MN
55101
N/A
PC
GENERAL SUPPORT
10,000
UJAMAA PLACE
1821 UNVIERSITY AVE W N257
ST PAUL
,
MN
55104
N/A
PC
GENERAL SUPPORT
2,500
UNITED NEGRO COLLEGE FUND
1805 7TH ST NW
WASHINGTON
,
DC
20001
N/A
PC
ASSIST STUDENTS
1,000
UNITED SERVICE ORGANIZATION
PO BOX 96860
WASHINGTON
,
DC
200777677
N/A
PC
GENERAL SUPPORT
1,000
UNIVERSITY OF MINNESOTA WALTER H JUDD FUND
200 OAK STREET SE SUITE 500
MINNEAPOLIS
,
MN
554552010
N/A
PC
ASSIST STUDENTS
4,000
VIRGINIA HARRIS ASSOCIATION
40 GROVE ST STE 150
WELLESLEY
,
MA
02482
N/A
PC
GENERAL SUPPORT
10,000
WALKER ART CENTER
1750 HENNEPIN AVE
MINNEAPOLIS
,
MN
55403
N/A
PC
ART APPRECIATION
7,000
WASHBURN CHILD GUIDE CENTER
1100 GLENWOOD AVENUE
MINNEAPOLIS
,
MN
55405
N/A
PC
GENERAL SUPPORT
2,500
WAY TO GROW
201 IRVING AVE N SUITE 100
MINNEAPOLIS
,
MN
55405
N/A
PC
GENERAL SUPPORT
1,000
WAYZATA HISTORICAL SOCIETY
402 EAST LAKE STREET
WAYZATA
,
MN
55391
N/A
PC
GENERAL SUPPORT
300
YALE ALUMNI FUND
PO BOX 2038
NEW HAVEN
,
CT
06503
N/A
PC
GENERAL SUPPORT
500
YWCA OF MINNEAPOLIS
1130 NICOLLET MALL
MINNEAPOLIS
,
MN
55403
N/A
PC
GENERAL SUPPORT
500
ZENON DANCE
528 HENNEPIN AVE STE 400
MINNEAPOLIS
,
MN
55403
N/A
PC
GENERAL SUPPORT
1,000
Total
.................................
3a
523,150
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
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
...........
14
2,119
4
Dividends and interest from securities
....
14
130,548
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
............
18
470,567
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
603,234
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
603,234
(See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description