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 10-01-2018 , and ending 09-30-2019
Name of foundation
THOMAS E & EDNA D CARPENTER
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)12805 ST CROIX TRAIL SOUTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HASTINGS, MN55033
A Employer identification number

23-7275337
B Telephone number (see instructions)

(651) 437-4359
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$16,987,019J 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) 710,030
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 371,463 371,463 371,463
5a Gross rents............ 9,121   9,121
b Net rental income or (loss) 4,298
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -751
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 100,281
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... Click to see attachment 100,281 100,281
11 Other income (attach schedule)....... Click to see attachment 32,437   32,437
12 Total. Add lines 1 through 11........ 1,222,581 371,463 513,302
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 78,070 3,904 31,228 42,938
14 Other employee salaries and wages...... 401,542 20,077 160,617 220,848
15 Pension plans, employee benefits....... 67,612 3,381 27,045 37,186
16a Legal fees (attach schedule)......... Click to see attachment 2,733   1,148 1,585
b Accounting fees (attach schedule)....... Click to see attachment 12,350   5,187 7,163
c Other professional fees (attach schedule).... Click to see attachment 56,909   23,902 33,007
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 34,222 1,711 13,689 18,822
19 Depreciation (attach schedule) and depletion... Click to see attachment 140,918   1,577
20 Occupancy.............. 25,536   12,608 12,928
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 343,378 41,208 157,954 144,216
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,163,270 70,281 434,955 518,693
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,163,270 70,281 434,955 518,693
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 59,311
b Net investment income (if negative, enter -0-) 301,182
c Adjusted net income (if negative, enter -0-)... 78,347
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......... 45,610 97,108 97,108
3 Accounts receivable bullet4,175
Less: allowance for doubtful accounts bullet     4,175 4,175
4 Pledges receivable bullet96,900
Less: allowance for doubtful accounts bullet   12,654 96,900 96,900
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.............. 5,386 5,050 5,050
9 Prepaid expenses and deferred charges.......... 39,956 41,744 41,744
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,563,122 Click to see attachment10,284,292 10,284,292
14 Land, buildings, and equipment: basis bullet6,317,617
Less: accumulated depreciation (attach schedule) bullet2,479,919 3,794,617 Click to see attachment3,837,698 6,457,750
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,461,345 14,366,967 16,987,019
Liabilities 17 Accounts payable and accrued expenses.......... 70,079 155,152
18 Grants payable.................    
19 Deferred revenue................. 1,215 3,385
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)......... 71,294 158,537
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.................. 13,380,954 13,110,469
25 Temporarily restricted............... 628,139 717,003
26 Permanently restricted............... 380,958 380,958
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 14,390,051 14,208,430
31 Total liabilities and net assets/fund balances (see instructions). 14,461,345 14,366,967
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
14,390,051
2
Enter amount from Part I, line 27a .....................
2
59,311
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
14,449,362
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
240,932
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
14,208,430
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see 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      
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
 
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
 
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
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: 1987-03-30(attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 N/A
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  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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, WI
    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
    Yes
     
    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 addressbulletWWW.CARPENTERNATURECENTER.ORG
    14
    The books are in care ofbulletLINDA POLGLASE Telephone no.bullet (651) 437-4359

    Located atbullet12805 ST CROIX TRAIL SHASTINGSMN ZIP+4bullet55033
    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
     
     
    ........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
     
     
    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
    JENNIFER VIETH EXECUTIVE DI
    40.00     		78,070 18,000 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    TROY WEATHERS PAST PRESIDE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    TIM POWER PAST VICE PR
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    JAMES FREUND TREASURER
    2.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    CURT MAGES SECRETARY
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    J DANIEL BAASEN TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    LAURIE BAUER TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    JAY GRIGGS TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    GARY GRISWOLD TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    DON KERN TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    STEVE MESSICK TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    COLLEEN MORAN TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    SARAH NEITZ TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    JOHN TINUCCI TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    ROB MCKIM TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    SCOTT NORTHARD PRESIDENT
    4.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    JIM WEGLEWSKI TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    PAUL GERBEC VICE PRESIDE
    2.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    STEVEN KLEIN TRUSTEE
    1.00     		0 0 0
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    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
    MAYME JOHNSON PROGRAM DIRE
    40.00     		59,336 5,826  
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    ALAN MALONEY INTERPRETIVE
    40.00     		51,316 5,510  
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    MARTY LYNCH MAINTENANCE
    40.00     		51,744 3,559  
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    LINDA POLGLASE ADMIN ASSIST
    40.00     		51,276 2,012  
    12805 ST CROIX TRAIL SOUTH
    HASTINGS,MN55033
    Total number of other employees paid over $50,000...................bullet  
    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.............bullet  
    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 CARPENTER NATURE CENTER FOSTERS LIFELONG APPRECIATION OF THE NATURAL WORLD THROUGH ENVIRONMENTAL EDUCATION, HABITAT CONSERVATION, AND OUTDOOR EXPERIENCES. THE NATURE CENTER'S 725-ACRES OF PROTECTED NATURAL HABITAT IS OPEN TO THE PUBLIC FREE-OF-CHARGE 361 DAYS A YEAR. 817,398
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    10,096,675
    b
    Average of monthly cash balances.......................
    1b
    92,523
    c
    Fair market value of all other assets (see instructions)................
    1c
    250,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,439,198
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    10,439,198
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    156,588
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,282,610
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    514,131
    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
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    518,693
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    518,693
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    518,693
    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  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 518,693
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus 518,693
    5 Excess distributions carryover applied to 2018.    
    (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 5 518,693
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    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
    1987-03-31
    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
    78,347     19,265 97,612
    b 85% of line 2a ......... 66,595     16,375 82,970
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		518,693 525,161 509,415 431,952 1,985,221
    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 ....     		518,693 525,161 509,415 431,952 1,985,221
    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...     		342,754 355,060 327,451 304,506 1,329,771
    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
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    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
    aRENTAL REVENUE     16 24,233  
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 371,463  
    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 532420 4,298      
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        -751
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory         100,281
    11 Other revenue:
    aMISC INCOME     		        8,204
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 4,298 395,696 107,734
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    507,728
    (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.)
    11B PROVIDES INCOME FOR ACTIVITIES AND PROGRAMS.
    10 THE SALE OF THE NATURE CENTER'S MERCHANDISE HEIGHTENS THE PUBLIC'S AWARENESS OF THE CENTER'S ACTIVITIES AND PROGRAMS.
    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
    THOMAS E & EDNA D CARPENTER
    FOUNDATION
    Employer identification number

    23-7275337
    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
    THOMAS E & EDNA D CARPENTER
    FOUNDATION         		Employer identification number
    23-7275337
    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
    FRED C KATHERINE B ANDERSEN FDT  
    PO BOX 80
     
    BAYPORT, MN55003

    		$ 60,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    HARDENBERGH FOUNDATION  
    81 EAST SEVENTH ST SUITE 125
     
    SAINT PAUL, MN55101

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    3M FOUNDATION-COMMUNITY AFFAIRS  
    3M CENTER-BUILDING 255-01-S-23
     
    ST PAUL, MN55144

    		$ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    MARGARET RIVERS FUND  
    PO BOX 197
     
    STILLWATER, MN55082

    		$ 16,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    BILL WINKIE COYNE  
    104 EASTBANK CT N
     
    HUDSON, WI54016

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    DOUGLAS KIMBERLY CLARE  
    15494 ARTESIAN SPRING ROAD
     
    SAN DIEGO, CA92127

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THOMAS E & EDNA D CARPENTER
    FOUNDATION         		Employer identification number
    23-7275337
    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
    3
    FLINT HILLS RESOURCES
     
    PO BOX 64596
     
    ST PAUL, MN55164

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    ALAN JUDY JOHNSTON  
    1720 DELAWARE AVE
     
    WEST ST PAUL, MN55118

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    BART HOEKSTRA CATHY OLYPHANT  
    2686 BOSTON RD
     
    WOODVILLE, WI54028

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    AL LAURIE HEIN TRUST  
    310 W 55TH ST APT 5F
     
    NEW YORK, NY10019

    		$ 33,400


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    LARRY KRISTI WAITE  
    PO BOX 251010
     
    WOODBURY, MN55125

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    ANDERSEN CORPORATE FOUNDATION  
    342 FIFTH AVENUE NORTH
     
    BAYPORT, MN55003

    		$ 16,100


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THOMAS E & EDNA D CARPENTER
    FOUNDATION         		Employer identification number
    23-7275337
    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
    11
    JO GORDON BAILEY  
    1033 CENTURY AVE
     
    NEWPORT, MN55055

    		$ 12,700


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    XCEL ENERGY FOUNDATION  
    414 NICOLLET MALL 7TH FLOOR
     
    MINNEAPOLIS, MN55401

    		$ 10,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    HUGH J ANDERSEN FOUNDATION  
    342 FIFTH AVENUE NORTH SUITE 200
     
    BAYPORT, MN55003

    		$ 18,000


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

    		$  


    (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
    THOMAS E & EDNA D CARPENTER
    FOUNDATION         		Employer identification number

    23-7275337
    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
    THOMAS E & EDNA D CARPENTER
    FOUNDATION         		Employer identification number

    23-7275337
    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:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,350   5,187 7,163

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    TABLES AND CHAIRS 2013-03-19 11,040 8,674 S/L 7.0000 1,577   1,577  
    LAND RR 2000-01-01 34,286              
    LAND - NATURE CENTER 2000-01-01 436,000              
    LAND - HEIN PROPERTY 2000-01-01 76,750              
    LAND - STAEFFEL PROPERTY 2000-01-01 192,795              
    LAND - POND FARM 2000-01-01 797,512              
    LAND - SWENSON PROPERTY 2008-09-30 55,000              
    BOAT 2005-06-30 1,000 1,000 S/L 12.0000        
    WETLANDS 2011-09-30 595,608     15.0000        
    ORCHARD 2000-06-30 5,239 5,239 S/L 15.0000        
    ORCHARD 2008-06-30 3,441 2,352 S/L 15.0000 229      
    HORTICULTURAL BUILDING 2004-06-30 305,757 107,015 S/L 35.0000 8,736      
    BUILDINGS - MAINTENANCE SHOP 2000-06-30 193,140 95,191 S/L 35.0000 5,518      
    BUILDING - VISITOR CENTER 2000-06-30 580,304 203,106 S/L 35.0000 16,580      
    BUILDINGS - PAVILLION 2012-03-31 191,417 35,549 S/L 35.0000 5,469      
    LAND IMP RAIN GARDEN 2006-06-30 1,468 1,199 S/L 15.0000 98      
    BUILDING - STORAGE BLDG 2005-06-30 10,927 4,137 S/L 35.0000 312      
    FURN & FIX LODGE (KOCH) 2002-06-30 16,815 16,815 S/L 12.0000        
    FURN & FIX SHOP 2003-06-30 1,159 1,159 S/L 12.0000        
    FURN & FIX HORTICULTURAL BLDG 2005-06-30 4,400 4,400 S/L 12.0000        
    FURN & FIX VISITOR CENTER 2006-06-30 3,338 2,792 S/L 12.0000 278      
    COMPUTER EQUIPMENT 2002-06-30 16,666 15,915 S/L 12.0000        
    SHOP EQIPMENT 2002-06-30 15,926 15,926 S/L 12.0000        
    SHOP EQ POWER WASHER 2012-03-31 2,200 1,192 S/L 12.0000 183      
    EXHIBITS - VISITOR CENTER 2006-06-30 18,250 13,325 S/L 15.0000 1,217      
    EXHIBITS - VISITOR CENTER 2007-06-30 7,177 5,383 S/L 15.0000 478      
    EXHIBITS - VISITOR CENTER 2008-06-30 151,560 103,566 S/L 15.0000 10,104      
    EXHIBITS - VISITOR CENTER 2009-06-30 79,170 49,481 S/L 15.0000 5,278      
    EXHIBITS - VISITOR CENTER 2010-06-30 48,057 27,232 S/L 15.0000 3,204      
    EXHIBITS - VISITOR CENTER 2012-06-30 4,400 1,833 S/L 15.0000 294      
    LANDSCAPING VISITOR CENTER 2006-06-30 1,150 939 S/L 15.0000 77      
    VEHICLES 2004-06-30 5,699 5,699 S/L 7.0000        
    VEHICLES 2005-06-30 19,700 19,700 S/L 7.0000        
    VEHICLES 2008-06-30 7,275 7,275 S/L 7.0000        
    2011 ADDITION 2011-03-31 7,101 1,420 S/L 35.0000 203      
    EQUIPMENT LODGE (KOCH) 2003-06-30 9,631 9,631 S/L 12.0000        
    LI PLANNING 2003-06-30 241,867 159,852 S/L 40.0000 6,046      
    LI HEIN GROUNDS 1991-06-30 13,555 13,555 S/L 15.0000        
    LI NATURE CENTER GROUNDS 2002-06-30 18,564 18,564 S/L 15.0000        
    LI NATURE CENTER GROUNDS 1994-06-30 378,150 378,150 S/L 15.0000        
    LI NATURE CENTER GROUNDS 2001-06-30 1,926 1,926 S/L 15.0000        
    LI NATURE CENTER GROUNDS 1999-06-30 1,495 1,495 S/L 15.0000        
    LI NATURE CENTER GROUNDS 1997-06-30 20,356 20,356 S/L 15.0000        
    LI NATURE CENTER GROUNDS 1996-06-30 39,283              
    BUILDING - LODGE (KOCH) 1998-06-30 134,741 76,204 S/L 35.0000 3,849      
    EQ ORCHARD 2006-06-30 7,812 7,812 S/L 12.0000        
    EQ ORCHARD 2012-03-31 4,500 2,438 S/L 12.0000 375      
    EQ ORCHARD 4X4 2012-03-31 2,500 1,354 S/L 12.0000 208      
    BUILDING - NATURE CENTER 2003-06-30 425,793 302,811 S/L 35.0000 12,165      
    BUILD IMPROV ORIGINAL 1981-06-30 174,254 167,423 S/L 35.0000 4,978      
    BUILD IMP LODGE 2000-06-30 54,547 25,623 S/L 35.0000 1,558      
    EQUIPMENT - ORIGINAL 1989-06-30 137,040 137,040 S/L 12.0000        
    FURN & FIX - ORIGINAL 1989-06-30 122,676 122,676 S/L 12.0000        
    BLDG WI SWENSON OUT BUILDINGS 2008-09-30 22,700 9,080 S/L 15.0000 1,513      
    WETLAND DOCKS 2011-09-30 9,000 3,600 S/L 15.0000 600      
    IC DOORS AND FRAME 2013-09-30 6,140 2,047 S/L 15.0000 409      
    ADMIN CHIMNEY IMPROVEMENTS 2013-09-30 4,710 1,570 S/L 15.0000 314      
    CAR PORT CONCRETE 2013-09-17 2,430 810 S/L 15.0000 162      
    INNOVATIVE POWER SYSTEMS 2012-12-17 10,375 3,977 S/L 15.0000 692      
    DRIP IRRIGATION SYSTEM 2013-07-19 9,648 9,648 S/L 5.0000        
    MIDC ENTERPRISES 2013-09-30 2,503 2,503 S/L 5.0000        
    2007 CHEVY TRUCK 2012-12-27 19,768 19,768 S/L 5.0000        
    RAVINE OVERLOOK 2013-07-09 25,000 8,750 S/L 15.0000 1,667      
    2001 DODGE TRUCK 2014-05-09 5,950 4,795 S/L 5.0000 1,155      
    GALLO CONCRETE 2014-05-20 12,042 3,479 S/L 15.0000 803      
    IN-KIND DONATIONS 2014-09-30 11,000 2,933 S/L 15.0000 734      
    STARTECH COMPUTING 2014-06-05 2,491 900 S/L 12.0000 207      
    STARTECH COMPUTING 2014-08-29 1,240 422 S/L 12.0000 103      
    DICK'S SPORTING GOODS 2014-07-10 1,670 591 S/L 12.0000 139      
    IN-KIND DONATIONS 2014-09-30 4,000 1,333 S/L 12.0000 334      
    2014 FORD TRANSIT 2015-05-08 22,196 15,167 S/L 5.0000 4,439      
    1998 GMC TRUCK - DONATED 2015-09-01 1,500 925 S/L 5.0000 300      
    ORCHARD TRACTOR 2015-09-21 29,600 17,760 S/L 5.0000 5,920      
    GALLO CONCRETE 2014-10-16 15,000 3,917 S/L 15.0000 1,000      
    TRAIL IMPROVEMENTS 2014-10-17 2,800 731 S/L 15.0000 187      
    TRAIL IMPROVEMENTS 2014-10-20 4,300 3,368 S/L 5.0000 860      
    TRAIL IMPROVEMENTS 2014-10-22 482 377 S/L 5.0000 97      
    TRAIL IMPROVEMENTS 2014-11-11 2,800 2,193 S/L 5.0000 560      
    PRUNING EQUIPMENT 2015-01-28 2,697 1,413 S/L 7.0000 385      
    SPRAY HELMET 2015-01-29 788 413 S/L 7.0000 112      
    FIRE ALARM EQUIPMENT 2015-06-11 3,199 1,524 S/L 7.0000 457      
    LAND IMPROVEMENTS - DONATED SERVICES 2015-09-30 1,500 300 S/L 15.0000 100      
    NEW STAIRS CONSTRUCTION 2016-09-26 1,600 82 S/L 39.0000 41      
    BUILD ROOF - CANVAS WALL 2016-02-25 2,000 132 S/L 39.0000 52      
    RETROFIT SHOP LIGHTING 2016-01-07 4,192 1,647 S/L 7.0000 599      
    1999 BOBCAT 773F 2016-01-07 10,000 5,500 S/L 5.0000 2,000      
    2 STAGE SNOWBLOWER FOR BOBCAT 2016-01-28 4,688 2,500 S/L 5.0000 938      
    1993 YAMAHA BIG BEAR 350 ATV - DONATED 2016-03-31 2,500 1,250 S/L 5.0000 500      
    WATER SOFTENER 2016-09-12 1,120 467 S/L 5.0000 224      
    AGTEC GS 300 PULL TYPE SPRAYER 2016-09-15 13,300 5,542 S/L 5.0000 2,660      
    AQUATIC NETS 2015-11-30 2,011 1,140 S/L 5.0000 402      
    WATER SOFTENER 2015-10-22 1,180 688 S/L 5.0000 236      
    PUMP WATER TANK 2015-10-22 2,600 1,517 S/L 5.0000 520      
    LANDSCAPING AND SIGN INSTALLATION 2015-10-23 15,000 2,917 S/L 15.0000 1,000      
    SIDEWALKS - GRAVEL AND HAULING 2017-09-01 44,462 3,211 S/L 15.0000 2,964      
    ASPHALT OVERLAY 2017-09-11 20,850 1,506 S/L 15.0000 1,390      
    EDUCATIONAL PIER 2017-09-06 20,441 1,476 S/L 15.0000 1,363      
    HAY RIDE WAGON 2017-09-07 4,389 951 S/L 5.0000 878      
    BRINE TANK & CLARK WATER SOFTNER 2017-01-03 5,520 1,932 S/L 5.0000 1,104      
    WEBSITE RE-DESIGN 2016-11-02 5,025 1,926 S/L 5.0000 1,005      
    SOLAR EQUIPMENT TO LIGHT UP SIGN AND INSTALL 2017-05-04 3,984 376 S/L 15.0000 266      
    WI CAMPUS - BUILDING IMPROVEMENTS 2017-08-07 3,458 103 S/L 39.0000 89      
    BUILDING IMPROVEMENTS - STEEL ROOF 2017-08-23 3,060 85 S/L 39.0000 78      
    BUILDING IMPROVEMENTS - GARAGE ROOF 2017-09-29 4,175 107 S/L 39.0000 107      
    GARAGE REMOVAL 2018-04-24 1,956 21 S/L 39.0000 50      
    BUILDING - HORTICULTURE LEAN-TO 2018-09-30 4,316   S/L 15.0000 288      
    EQUIPMENT TRAILER 2018-08-29 4,329 52 S/L 7.0000 618      
    CAT SITDOWN FORKLIFT MODEL 2P3500 2018-08-31 11,639 139 S/L 7.0000 1,662      
    JOHN DEERE CROSSOVER UTILITY VEHICLE 2018-06-01 15,246 1,016 S/L 5.0000 3,050      
    ELECTROCOUP F3015 BATTERY POWERED SHEAR 2018-08-29 2,622 31 S/L 7.0000 375      
    CANOE TRAILER AND COVER 2018-06-13 4,150 277 S/L 5.0000 830      
    MODEL D20XNC NON-COIN DUAL 2018-03-23 5,721 409 S/L 7.0000 817      
    GARAGE REMOVAL 2018-09-05 6,870 15 S/L 39.0000 176      
    NEW HOLLAND BOOMER 35 TRACTOR 2019-08-13 16,500   S/L 7.0000 393      
    NEW DOORS INTERPRETIVE CENTER BUILDING 2019-01-21 19,830   S/L 39.0000 339      
    INTERPRETIVE CENTER AND ADMIN ROOFS 2019-09-25 124,150   S/L 39.0000        
    WI COUNCIL RING LANDSCAPING 2019-06-28 7,240   S/L 15.0000 121      
    WI COUNCIL RING LANDSCAPING 2019-06-28 6,765   S/L 15.0000 113      
    NEW YAMAHA F50LB BOAT MOTOR 2018-10-07 7,739   S/L 7.0000 1,106      
    CANOE TRAILER AND 6 CANOES 2018-12-03 2,526   S/L 7.0000 301      
    EQ ORCHARD BIRD ABATEMENT 2006-06-30 800 800 S/L 12.0000        
    RECLASSIFIED 4 WHEELER 2004-06-30 1,900 1,900 S/L 7.0000        

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    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    COMPUTER EQUIPMENT 2002-06 PURCHASE 2018-10     16,666     -751 15,915
    EQ ORCHARD 2006-06 PURCHASE 2018-10     7,812       7,812
    VEHICLES 2004-06 PURCHASE 2018-10     5,699       5,699

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SCVF FMV 10,284,292 10,284,292

    TY 2018 LandEtcSchedule2
    Name:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDINGS 1,951,107 905,346 1,045,761 6,457,750
    BUILDING IMPROVEMENTS 229,921 200,274 29,647  
    EQUIPMENT 333,403 246,817 86,586  
    FURNITURE AND FIXTURES 476,013 384,972 91,041  
    BOATS 1,000 1,000    
    VEHICLES 78,289 75,424 2,865  
    LAND IMPROVEMENTS 1,526,367 663,155 863,212  
    WEBSITE 5,025 2,931 2,094  
    ASSETS NOT IN SERVICE 124,150   124,150  
    LAND 1,592,342   1,592,342  


    TY 2018 LegalFeesSchedule
    Name:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,733   1,148 1,585


    TY 2018 OtherDecreasesSchedule
    Name:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337
    Description Amount
    UNREALIZED LOSS 240,932


    TY 2018 OtherExpensesSchedule
    Name:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK AND CREDIT CARD FEES 6,171 741 2,839 2,591
    DEVELOPMENT AND MARKETING 5,505 661 2,532 2,312
    DUES & SUBSCRIPTIONS 1,926 231 886 809
    FUNDRAISING EXPENSES 51,031 6,124 23,474 21,433
    HABITAT RESTORATION 26,189 3,143 12,047 10,999
    INSURANCE 46,934 5,632 21,590 19,712
    INTERN EXPENSE 17,667 2,120 8,127 7,420
    INVESTMENT FEES 60,260 7,231 27,720 25,309
    MISC EXPENSE 339 41 156 142
    NEWSLETTER 6,946 834 3,195 2,917
    OTHER OPERATING EXPENSE 17,656 2,119 8,121 7,416
    REPAIRS AND MAINTENANCE 22,086 2,650 10,160 9,276
    SUPPLIES 45,600 5,472 20,976 19,152
    TELEPHONE EXPENSE 8,538 1,025 3,927 3,586
    TRASH REMOVAL 4,526 543 2,082 1,901
    UTILITIES 22,004 2,641 10,122 9,241


    TY 2018 OtherIncomeSchedule2
    Name:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RENTAL REVENUE 24,233   24,233
    MISC INCOME 8,204   8,204


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PLANNING 10,775   4,526 6,250
    COMPUTER SERVICES 3,444   1,446 1,997
    CONSULTING SERVICES 42,690   17,930 24,760


    TY 2018 SalesOfInventoryList 
    Name:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337

    Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
    Cost of Goods Sold)
    SALES AND OTHER INCOME 100,281   100,281

    TY 2018 TaxesSchedule
    Name:
    THOMAS E & EDNA D CARPENTER
     
    FOUNDATION
    EIN:
    23-7275337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 32,655 1,633 13,062 17,960
    TAXES 1,567 78 627 862