Form990
Click to see list of attachments
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2018 , and ending 06-30-2019
BCheck if applicable:
CName of organization
MINNESOTA HISTORICAL SOCIETY
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
345 KELLOGG BOULEVARD WEST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT PAUL, MN551021906
D Employer identification number

41-0713907
E Telephone number

G Gross receipts $ 67,008,647
F Name and address of principal officer:
Kent Whitworth
345 Kellogg Boulevard W
Saint Paul,MN55102
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.mnhs.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1849
M State of legal domicile: MN
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: Using the power of history to transform lives through educational initiatives, history exhibitions and programs, historic preservation, accessibility to a network of historic sites, publications of Minnesota historical content and archival services.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 27
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 26
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 815
6 Total number of volunteers (estimate if necessary) ............. 6 2,200
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 811,785
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 186,061
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 68,751,935 47,590,783
9 Program service revenue (Part VIII, line 2g) ......... 9,678,849 9,364,811
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 13,875,706 684,088
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,741,169 1,900,630
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 94,047,659 59,540,312
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,463,203 5,874,496
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 29,510,614 30,163,002
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 61,506 37,620
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,168,441    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 22,939,703 21,950,777
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 58,975,026 58,025,895
19 Revenue less expenses. Subtract line 18 from line 12....... 35,072,633 1,514,417
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 255,000,197 260,194,526
21 Total liabilities (Part X, line 26)............. 7,964,447 6,859,616
22 Net assets or fund balances. Subtract line 21 from line 20..... 247,035,750 253,334,910
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: Using the power of history to transform lives by preserving, sharing, and connecting. The Society preserves the evidence of the past and tells the stories of Minnesota's people. The Society provides opportunities for people of all ages to learn about the history of Minnesota, collects and cares for materials that document human life in Minnesota, makes them known and accessible to people in Minnesota and beyond, and encourages and executes research in Minnesota History.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 14,872,981 including grants of $ 0 ) (Revenue $ 7,282,128 )
Historic Sites and Museums: Administers historic sites and museums throughout the state for public benefit through programming and exhibits, entertaining reenactments of key events and historical characters, and participation in living history programs about the people who lived and worked at these historic places; Includes museum programs, activities and services at the History Center and the museum shops, parking, food service, and building rental at all facilities. Provides preservation and construction services; operates the Capitol tour program; administers the State Historic Sites Act. In FY 19 attendance at our historic sites and the Minnesota History Center once again exceeded 1M visitors, including over 200,000 students and chaperones. FY 19 saw preparations get underway for major construction and revitalization of Historic Fort Snelling, including new tour programming and exhibits. Major construction should start in FY 20. In FY 19 our Historic Sites and Museums became part of the Blue Star Museums program, offering free general admission to activie military and their families during the summer at our museums.
4b (Code:   ) (Expenses $ 12,739,787 including grants of $ 0 ) (Revenue $ 2,450,855 )
Education, Outreach, and Content Development: Develops Minnesota history curriculum, provides teacher education and coordinates the Minnesota History Day program. Plans, fabricates and installs exhibits at Society interpretive facilities and museums throughout the state. Develops educational programming and outreach, including diversity and inclusion and Native American initiatives. Publishes books and other media related to Minnesota history. MNHS continues to be a leader in diversity and inclusion, engaging with traditionally underrepresented communities to ensure the diversity of Minnesota is reflected in all that we do, an example of which is having 18 college fellows and 28 interns being hosted by MNHS for career building opportunities. Native American Initiatives continued to work on on building relationships and being an advocate for Native peoples across Minnesota and beyond. History Day continues to be a signature program for MNHS. In FY 19 more than 27,000 of Minnesota's students participated in the program, in school, regional, state and national levels, garnering two medals at Nationals. The MNHS Press continued its success with selling over 120,000 print and ebooks, an 11% increase. Our Exhibits department continued to share dynamic stories through new and returning exhibits, including the very popular and successful First Avenue Exhibit as well as an exhibit on Somalis and Minnesota and construction of a Native American Gallery.
4c (Code:   ) (Expenses $ 9,732,492 including grants of $ 0 ) (Revenue $ 1,524,748 )
Library and Collections: Maintains and makes available to the public the MNHS' collection of books, newspapers, maps, objects, photographs, works of art, oral history recordings, private manuscripts and periodicals on Minnesota history; and catalogs, restores and digitizes documents and records to make them available for public use. This program includes the acquisition, preservation and cataloging of public records, as well as the Society's responsibilities as State Archivist. Conducts historic and archaeological surveys, as required by law. Program accomplishments are often measured by public usage. In FY 2019 the Gale Family Library at the History Center welcomed over 22,000 in-person and correspondence research requests, a number similar to last year. A new in-house digitization process allowed for 1.3 million pages to be added to the MN Digital Newspaper Hub bring the total page count to 3 million. Our collections continued to grow in FY 19, with the addition of more oral histories and over 2,400 new artifacts that were added to the collections. The Archaeology program completed a major project; survey and excavation work in connection with the Fort Snelling revitalization project.
(Code:   ) (Expenses $ 7,140,648 including grants of $ 5,874,496 ) (Revenue $ 7,710 )
Heritage Preservation: Provides technical assistance and grants for historic preservation; administers grant programs supporting projects in preservation and interpretation of Minnesota history; administers the National Historic Preservation Act in Minnesota. In FY 19 statewide preservation saw over $6.5M awarded in Arts and Cultural Heritage Fund monies awarded through 205 grants across Minnesota. As for general asset preservation, substantive work was done continuing repairs to the Mill City Museum Ruin Courtyard and infrastructure improvements to the Kellogg Center in order to house the Archaeology Department, as well as smaller projects throughout our historic sites network, including repairs to Split Rock Lighthouse, Fort Ridgely and the Forest History Center.
4d Other program services (Describe in Schedule O.)
(Expenses $ 7,140,648 including grants of $ 5,874,496 ) (Revenue $ 7,710 )
4e Total program service expensesMediumBullet44,485,908
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
Yes
 
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
502
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
815
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
27
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
26
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MN
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletFred Neher345 Kellogg Blvd W   St Paul,MN551021906 (651) 259-3170
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) David Hakensen......................................................................
President and Board Member
1
.................
0
X   X       0 0 0
(2) Phyllis Rawls Goff......................................................................
Immediate Past President and Board Member
1
.................
0
X   X       0 0 0
(3) William Green......................................................................
Vice President and Board Member
1
.................
0
X   X       0 0 0
(4) Daniel Schmechel......................................................................
Treasurer and Board Member
1
.................
0
X   X       0 0 0
(5) Cawo Abdi......................................................................
Board Member
1
.................
0
X           0 0 0
(6) Eric Ahlness......................................................................
Board Member
1
.................
0
X           0 0 0
(7) Ford W Bell......................................................................
Board Member
1
.................
0
X           0 0 0
(8) Suzanne Blue......................................................................
Board Member
1
.................
0
X           0 0 0
(9) Kurt V BlueDog......................................................................
Board Member
1
.................
0
X           0 0 0
(10) Barbara Burwell......................................................................
Board Member
1
.................
0
X           0 0 0
(11) Grant Davis......................................................................
Board Member
1
.................
0
X           0 0 0
(12) Michael J Davis......................................................................
Board Member
1
.................
0
X           0 0 0
(13) M Mitchell Davis......................................................................
Board Member
1
.................
0
X           0 0 0
(14) Michael Farnell......................................................................
Board Member
1
.................
0
X           0 0 0
(15) Stephanie L Fehr......................................................................
Board Member
1
.................
0
X           0 0 0
(16) Thomas Forsythe......................................................................
Board Member
1
.................
0
X           0 0 0
(17) Steven R Gibson......................................................................
Board Member
1
.................
0
X           0 0 0
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MayKao Y Hang........................................................................
Board Member
1
.......................0
X           0 0 0
(19) Dennis Lamkin........................................................................
Board Member
1
.......................0
X           0 0 0
(20) Jean Larson........................................................................
Board Member
1
.......................0
X           0 0 0
(21) Monica Little........................................................................
Board Member
1
.......................0
X           0 0 0
(22) Richard C Nash........................................................................
Board Member
1
.......................0
X           0 0 0
(23) Joseph Nayquonabe........................................................................
Board Member
1
.......................0
X           0 0 0
(24) Peter Reyes........................................................................
Board Member
1
.......................0
X           0 0 0
(25) William Stoeri........................................................................
Board Member
1
.......................0
X           0 0 0
(26) Bo Thao-Urabe........................................................................
Board Member
1
.......................0
X           0 0 0
(27) Anton Treuer........................................................................
Board Member
1
.......................0
X           0 0 0
(28) Benjamin Vander Kooi........................................................................
Board Member
1
.......................0
X           0 0 0
(29) Eleanor Winston........................................................................
Board Member
1
.......................0
X           0 0 0
(30) Warren Zaccaro........................................................................
Board Member
1
.......................0
X           0 0 0
(31) D Stephen Elliott........................................................................
Director & Chief Executive Officer
40
.......................0
    X       190,734 0 18,337
(32) S Kent Whitworth........................................................................
Director & Chief Executive Officer
40
.......................0
    X       151,873 0 16,226
(33) Fred Neher........................................................................
Chief Financial Officer
40
.......................0
    X       10,884 0 1,519
(34) Cynthia Williamson........................................................................
Acting Chief Financial Officer
40
.......................0
    X       103,706 0 10,852
(35) Jennifer Jones........................................................................
Deputy Director, Preservation & Outreach
40
.......................0
      X     151,659 0 16,918
(36) Douglas Marty........................................................................
Deputy Director Administration
40
.......................0
        X   145,411 0 29,716
(37) Melanie Adams........................................................................
Deputy Director, Guest Experience & Educational Services
40
.......................0
        X   144,973 0 29,524
(38) Andrea Kajer........................................................................
Deputy Director
40
.......................0
        X   133,822 0 15,885
(39) Martha Hoffman........................................................................
Senior Major Gifts Officer
40
.......................0
        X   104,473 0 13,741
(40) Brenda Raney........................................................................
Interim Deputy Director Advancement & Community Engagement
40
.......................0
        X   102,629 0 27,016
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,240,164 0 179,734
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet9
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
Leo A Daly

730 Second Avenue S
Suite 1100
Minneapolis,MN55402
Architectural & Engineering design services for Historic Fort Snelling 1,082,174
Ely Inc

4110 Forestville Road
Forestville,MD20747
Installation and deinstallation services for traveling WWI Exhibit 641,178
Northern Bedrock Preservation Corps

5165 North Shore Drive
Duluth,MN55804
Arts & Cultural Heritage Funds (ACHF) Partnership Projects for leadership & training 404,000
Mill City Owners Association

SDS-12-2659 PO Box 86
Minneapolis,MN55486
Property Management of the Mill City Museum 321,244
Minitex Library Info Network

15 Andersen Library University MN
222 21st Ave S
Minneapolis,MN55455
Minnesota Minitex digital library services 300,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet15
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues..1b 1,014,876
c Fundraising events..1c 0
d Related organizations1d 0
e Government grants (contributions)1e 39,443,704
f All other contributions, gifts, grants, and similar amounts not included above1f 7,132,203
g Noncash contributions included in lines 1a - 1f:$ 171,062
h Total. Add lines 1a-1f.......MediumBullet 47,590,783
 Program Service RevenueAmt Business Code
2a Admissions 712100 2,736,657 2,736,657 0 0
b Contract Service Fees 541990 1,989,703 1,989,703 0 0
c Public Programs 712100 1,597,870 1,597,870 0 0
d Publications 511130 1,472,522 1,472,522 0 0
e Memberships 712100 523,709 523,709 0 0
f All other program service revenue. 1,044,350 807,092 237,258 0
g Total. Add lines 2a–2f ....MediumBullet 9,364,811
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,854,582 0 0 1,854,582
4 Income from investment of tax-exempt bond proceedsMediumBullet 0 0 0 0
5 Royalties...........MediumBullet 10,471 10,471 0 0
(ii) Personal (i) Real
6a Gross rents 0 14,500
b Less: rental expenses 0 0
c Rental income or (loss) 0 14,500
d Net rental income or (loss)......MediumBullet 14,500 14,500 0 0
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 0 5,194,716
b Less: cost or other basis and sales expenses 0 6,365,210
c Gain or (loss) 0 -1,170,494
d Net gain or (loss).....MediumBullet -1,170,494 0 0 -1,170,494
8a Gross income from fundraising events (not including $ 0of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a 2,331,571
b Less: cost of goods sold ..b 1,103,125
c Net income or (loss) from sales of inventory..MediumBullet 1,228,446 1,228,446 0 0
Business Code Miscellaneous Revenue
11a Event Services 900099 647,213 72,686 574,527 0
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 647,213
12 Total revenue. See Instructions......MediumBullet 59,540,312 10,453,656 811,785 684,088
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 5,874,496 5,874,496
2 Grants and other assistance to domestic individuals. See Part IV, line 22 0 0
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 0 0
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 849,701 0 849,701 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0 0 0
7 Other salaries and wages 21,198,433 15,390,582 4,634,804 1,173,047
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,217,239 879,428 269,170 68,641
9 Other employee benefits ....... 5,304,777 3,774,862 1,238,517 291,398
10 Payroll taxes ........... 1,592,852 1,115,303 389,732 87,817
11 Fees for services (non-employees):        
a Management ...... 198,775 198,775 0 0
b Legal ......... 56,355 38,100 16,720 1,535
c Accounting ........... 36,123 0 36,123 0
d Lobbying ........... 50,000 0 50,000 0
e Professional fundraising services. See Part IV, line 17 37,620 37,620
f Investment management fees ...... 0 0 0 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 6,147,852 5,303,622 762,331 81,899
12 Advertising and promotion .... 745,600 80,947 659,078 5,575
13 Office expenses ....... 1,436,243 1,172,679 165,673 97,891
14 Information technology ...... 1,467,440 141,799 1,322,146 3,495
15 Royalties .. 136,834 136,834 0 0
16 Occupancy ........... 5,429,886 5,307,713 111,313 10,860
17 Travel ............ 435,554 347,594 71,889 16,071
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 608,186 412,826 46,420 148,940
20 Interest ........... 1,551 1,128 423 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 1,829,028 1,726,795 101,003 1,230
23 Insurance ... 188,565 50 186,950 1,565
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Printing 870,630 638,118 158,925 73,587
b Utility services 533,560 483,714 49,846 0
c Equipment 514,907 475,137 39,770 0
d Repairs 477,393 438,547 38,846 0
e All other expenses 786,295 546,859 172,166 67,270
25 Total functional expenses. Add lines 1 through 24e 58,025,895 44,485,908 11,371,546 2,168,441
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 6,479,837 1 4,720,976
2 Savings and temporary cash investments ......... 2,613,116 2 5,039,097
3 Pledges and grants receivable, net ...... 40,931,089 3 39,375,025
4 Accounts receivable, net ............. 618,833 4 801,396
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
0 5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
0 6  
7 Notes and loans receivable, net .... 0 7 0
8 Inventories for sale or use ........ 1,014,966 8 1,130,571
9 Prepaid expenses and deferred charges ...... 129,896 9 312,561
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 130,814,163
b Less: accumulated depreciation 10b 35,582,955 92,832,323 10c 95,231,208
11 Investments—publicly traded securities . 87,977,314 11 90,976,863
12 Investments—other securities. See Part IV, line 11 ..... 22,076,740 12 22,270,364
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 326,083 15 336,465
16 Total assets. Add lines 1 through 15 (must equal line 34)... 255,000,197 16 260,194,526
Liabilities 17 Accounts payable and accrued expenses ..... 6,607,844 17 5,681,243
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 1,291,603 19 1,175,373
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 0 22  
23 Secured mortgages and notes payable to unrelated third parties .. 0 23  
24 Unsecured notes and loans payable to unrelated third parties .. 0 24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 65,000 25 3,000
26 Total liabilities. Add lines 17 through 25.. 7,964,447 26 6,859,616
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 109,012,780 27 107,472,292
28 Temporarily restricted net assets ........... 65,800,118 28 69,716,841
29 Permanently restricted net assets 72,222,852 29 76,145,777
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 247,035,750 33 253,334,910
34 Total liabilities and net assets/fund balances ........ 255,000,197 34 260,194,526
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
59,540,312
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
58,025,895
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,514,417
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
247,035,750
5
Net unrealized gains (losses) on investments ...............
5
4,784,743
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
253,334,910
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID: 18007995
Software Version: v1.00
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number

41-0713907
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 45,132,063 47,216,253 61,885,817 68,751,935 47,590,783 270,576,851
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... 0 0 0 0 0 0
3 The value of services or facilities furnished by a governmental unit to the organization without charge.. 0 0 0 0 0 0
4 Total. Add lines 1 through 3 45,132,063 47,216,253 61,885,817 68,751,935 47,590,783 270,576,851
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 3,395,201
6 Public support. Subtract line 5 from line 4. 267,181,650
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 45,132,063 47,216,253 61,885,817 68,751,935 47,590,783 270,576,851
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,723,663 1,632,566 1,790,567 2,185,415 2,650,188 9,982,399
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 180,715 186,061 366,776
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 0 0 0 0 0 0
11 Total support. Add lines 7 through 10 280,926,026
12
12
59,421,613
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
95.107 %
15
15
95.739 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2018
(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.
 
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  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2019. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007995
Software Version: v1.00
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
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number

41-0713907
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
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number
41-0713907
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
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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.)
(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
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number

41-0713907
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
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number

41-0713907
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: 18007995
Software Version: v1.00
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number

41-0713907
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................    
c Total lobbying expenditures (add lines 1a and 1b) ...................................................................    
d Other exempt purpose expenditures ........................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
500
e
Publications, or published or broadcast statements? ...........................................................
Yes
 
1,000
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
87,669
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
Yes
 
1,000
i
Other activities? ...................................................................................................................
Yes
 
6,000
j
Total. Add lines 1c through 1i ....................................................................................................
96,169
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 The MNHS receives a majority of its funding from the State of Minnesota. As a result there are activitities that are performed that may be construed as lobbying activities. The MNHS maintains a presence on the world wide web. Included on our website is a webpage dedicated to legislative updates, the status of our appropriations, and at times a call to members and the public to contact their local legislators in support of MNHS' appropriations a/o pending legislations. Our website includes a program that allows the public to search and directly contact their representatives and other state leaders. In FY 19 MNHS spent $6,000, as reported in Part II-B, line 1(i), on programs to contact legislators. In addition, the MNHS employs a Director of Public Policy and Community Relations whose primary function is to act in an administrative capacity in providing budgetary information to the State of Minnesota and to act as legislative liason as needed. At times this position may have direct contact with members of the legislative body or the public in a manner such that the activity could be construed as lobbying. Contract personnel may at times provide the same service. The MNHS has employed a lobbying firm to represent MNHS at the Minnesota State Legislature for specific legislation. Lobbying activities represent an insignificant amount of MNHS' annual operating expenditures. Of the total listed in Part II-B, line 1(g), $50,000 represents fees paid to an outside lobbying firm for specific legislation.
Schedule C (Form 990 or 990EZ) 2018


Additional Data


Software ID: 18007995
Software Version: v1.00

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number

41-0713907
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a 0
b Total acreage restricted by conservation easements .................... 2b 0
c Number of conservation easements on a certified historic structure included in (a) ..... 2c 0
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d 0
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet0
4
Number of states where property subject to conservation easement is located SchDMd Bullet1
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet40
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $ 2,000
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $ 0
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 90,837,104 82,337,686 72,109,475 74,942,953 71,808,582
b Contributions ... 3,492,469 4,006,034 2,490,942 3,702,194 1,622,284
c Net investment earnings, gains, and losses 3,910,000 7,616,345 9,680,976 -135,381 3,099,057
d Grants or scholarships ... 0 0 0 0 0
e Other expenditures for facilities
and programs ...
3,393,158 3,122,961 1,943,707 6,400,291 1,586,970
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 94,846,415 90,837,104 82,337,686 72,109,475 74,942,953
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet8 %
b
Permanent endowment SchDMd Bullet79 %
c
Temporarily restricted endowment SchDMd Bullet13 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ..... 0 5,384,986 5,384,986
b Buildings .... 0 118,793,904 30,075,894 88,718,010
c Leasehold improvements 0 0 0 0
d Equipment .... 0 6,635,273 5,507,061 1,128,212
e Other ..... 0 0 0 0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 95,231,208
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) Other Common Collective Trusts & Partnerships
22,270,364 F
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 22,270,364
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
State Income Taxes 3,000
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,000
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 65,428,180
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 4,784,743
b Donated services and use of facilities ......... 2b 0
c Recoveries of prior year grants ........... 2c 0
d Other (Describe in Part XIII.) ............ 2d 1,103,125
e Add lines 2a through 2d ..................... 2e 5,887,868
3 Subtract line 2e from line 1.................. 3 59,540,312
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 0
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 59,540,312
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 59,129,020
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 0
b Prior year adjustments ............ 2b 0
c Other losses ................ 2c 0
d Other (Describe in Part XIII.) ............ 2d 1,103,125
e Add lines 2a through 2d.................... 2e 1,103,125
3 Subtract line 2e from line 1................... 3 58,025,895
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 0
b Other (Describe in Part XIII.) ............ 4b 0
c Add lines 4a and 4b..................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 58,025,895
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part II, Line 9 The reporting of conservation easements by the MNHS relates to actions MNHS undertakes with respect to properties that MNHS monitors as the agent of the State of Minnesota's Historic Preservation Office. The MNHS undertakes such efforts with the following two categories of properties; 1) those transferred by the MNHS or another State of Minnesota agency to a third party (not itself, the state or state agency) subject to a restriction enforceable by the State of Minnesota's Historic Preservation Office that the property will retain and have ensured its long-term historic preservation as a National Register property; 2) those owned by an entity who has received federal grant funding in favor of improvements on the property subject to the requirements that a conservation easement be granted to the State Historic Preservation Office (for a specified time period) as a condition of such federal grant funding. These easements are not recorded in the revenue and expense statement or on the balance sheet or in the audited financial statement's footnotes due to the fact that the MNHS does not have a financial interest in these properties. In both of the above categories, MNHS undertakes and conducts a monitoring role to ensure the continued preservation of the property's historical significance and character. At the end of fiscal year 2018 the State Historic Preservation Office was officially transferred from the MNHS to the State of Minnesota. The MNHS and the State of Minnesota are currently coordinating and working out which entity will perform the function of monitoring these conservation easements.
Schedule D, Part III, Line 1 The Society's collection of artifacts, documents, newspapers, pictures, paintings, tapes, and books is not capitalized because donated values are not readily determinable. Items purchased for the collection are expensed as acquired.
Schedule D, Part III, Line 4 The MNHS' collection of artifacts, historic sites, documents, newspapers, pictures, paintings, tapes and books preserve the evidence of Minnesota's past. The collections support the work of MNHS' public programs and provide value to people interested in their history.
Schedule D, Part V, Line 4 The endowment funds of MNHS support the institutions mission by providing support for public programs, care and operations of our historic sites, research, collections and general operations. The Society's endowment consists of approximately 167 individual funds established for a variety of purposes including both donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. Net assets associated with endowment funds, including funds designated by the board of trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions.
Schedule D, Part X, Line 2 The Society engages in activities that are considered as unrelated to its exempt purpose and these activities are subject to federal and state income taxes. For the fiscal year ended June 30, 2019, the Society estimated $58,000, as its unrelated business income taxes and accordingly, has made provision for the taxes.
Schedule D, Part XI, Line 2d Cost of goods sold expense as reported in Part VIII, line 10b.
Schedule D, Part XII, Line 2d Cost of goods sold expense as reported in Part VIII, line 10b.
Schedule D (Form 990) 2018


Additional Data


Software ID: 18007995
Software Version: v1.00




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number

41-0713907
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
 
Alpaugh & Associates
6266 North Campbell Avenue
 
Tuscon, AZ85718
Provide strategic counsel to the Minnesota Historical Society and its Executive Council in preparation and readiness for a continued capital campaign, which ended in fiscal year 2019. The contractor does not solicit donations on behalf of the Minnesota Historical Society.   No 0 37,620 -37,620
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 0 37,620 -37,620
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AZ, FL, MN
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

 
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

 

 

 

 

2

Less: Contributions . . . .

 

 

 

 
3 Gross income (line 1 minus
line 2) . . . . . .

 

 

 

 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

 

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


Software ID: 18007995
Software Version: v1.00

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

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number
41-0713907
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) City of Saint Paul
25 W 4th Street
City Hall
Saint Paul,MN55102
41-6005521 City of Saint Paul 175,000       Legacy grant for Highland Park Water Tower repairs, Certified Local Government grant for Hamline-Midway Reconnaissance Survey.
(2) The University of Minnesota
200 Oak Street
McNamara Center
Minneapolis,MN55455
41-6007513 501 (c)(3) 165,935       Legacy grants for multiple publications and for collections cataloging and public access.
(3) City of Bemidji
317 Fourth Street NW
Bemidji,MN56601
41-6004972 City of Bemidji 162,067       Legacy grant for the rehabilitation of the Bemidji Carnegie Library.
(4) Duluth Entertainment and Convention Center Authority
350 Harbor Drive
Duluth,MN55802
41-0859145 501 (c)(3) 151,200       Legacy grant for the restoration of the William A Irvin Ship Museum.
(5) Northern Bedrock Preservation Corp
6004 London Road
Duluth,MN55804
27-2993111 501 (c)(3) 138,460       Legacy grant to rehabilitate Two Halfway Ranger Station Historic District dwellings.
(6) Science Museum of Minnesota
120 West Kellogg Blvd
Saint Paul,MN55102
41-0706172 501 (c)(3) 138,133       Legacy grants for documenting and rehousing the 1973-77 Silvernale Site archaeological collection, excavation of the 1974 Pederson site, continuation of Oneota projects.
(7) Three Rivers Park District
3000 Xenium Lane N
Plymouth,MN55441
41-1489848 501 (c)(3) 136,482       Capital grant for the Noerenberg Estate Water Tower restoration project.
(8) Crow Wing County
326 Laurel Street
Suite 13
Brainerd,MN56401
41-6005785 Crow Wing County 134,725       Legacy grant for: Preserving History: Crow Wing County Historical Museum and Research Library Phase II.
(9) Armory Arts & Music Center
1626 London Road
Suite 779
Duluth,MN55812
68-0497248 501 (c)(3) 125,000       Legacy grant for Duluth Armory: Drill Hall floor repair.
(10) Sacred Heart Area Historical Society
300 5th Avenue
Sacred Heart,MN56285
41-1856993 501 (c)(3) 119,490       Legacy grant for Hotel Sacred Heart construction, Phase I.
(11) City of Winona
207 Lafayette Street
PO Box 378
Winona,MN55987
41-6005651 City of Winona 113,751       Legacy grant for Winona Masonic Temple exterior restoration, Certified Local Government grants for Statewide Conference and Winona downtown survey.
(12) City of Hastings
101 E Fourth Street
Hastings,MN55033
41-6005220 City of Hastings 109,755       Legacy grant for LeDuc House roof replacement, Capital grant for exterior restoration at Hastings City Hall.
(13) Waseca County
307 North State Street
Waseca,MN56093
41-6005917 Waseca County 105,000       Legacy grant for exterior repairs and window replacement at the Waseca County Courthouse.
(14) City of Shakopee
485 Gorman Street
Shakopee,MN55379
41-6005539 City of Shakopee 100,922       Legacy grant for Shakopee storm water diversion project to protect historic sites.
(15) Brown County
PO Box 248
New Ulm,MN56073
41-6005765 Brown County 100,781       Legacy grant for West Attic Level masonry, terracotta and window restoration.
(16) Rice County Historical Society
1814 NW Second Avenue
Faribault,MN55021
41-1432857 501 (c)(3) 99,582       Legacy grant for RCHS for collection preservation, access and storage project, for MNOpedia article on Nerstrand MN and for Alexander Faribault House pre-drawings and architectural plans.
(17) City of Bigfork
PO Box 196
Bigfork,MN56628
41-6004980 City of Bigfork 99,376       Legacy grant for rehabilitation of the Bigfork Village Hall, Phase II, listed on the National Register.
(18) Grant County
10 Second Street NE
Elbow Lake,MN56531
41-6005799 Grant County 96,000       Legacy grant for Grant County Courthouse decorative elements and historical woodworking conservation and preservation, Phase II.
(19) Steele County Historical Society
1700 Austin Road
Owatonna,MN55060
41-6048581 501 (c)(3) 87,888       Legacy grants for the photograph collection and rehousing project phase I, for the American Legion exhibition phase II and for the project, Multi-Site Historic Interpretation: History of Childhood.
(20) McLeod County Historical Society
380 School Road NW
Hutchinson,MN55350
41-6037342 501 (c)(3) 82,778       Legacy grants for of the Museum's hvac building mechanical system and museum envelope upgrade, and for an interpretive plan.
(21) Waseca County Historical Society
315 Second Avenue NE
PO Box 314
Waseca,MN56093
41-0966847 501 (c)(3) 81,850       Legacy grant for Phase I restoration of Hoffmann Apiaries Honey House and Wax Shed.
(22) St John the Divine Episcopal Church
120 8th Street South
Moorhead,MN56561
41-1477873 501 (c)(3) 80,712       Legacy grant for roof replacement of Cass Gilbert's St. John the Divine Episcopal Church.
(23) Lyon County Historical Society
301 W Lyon Street
Marshall,MN56258
41-1774342 501 (c)(3) 79,676       Legacy grant for fabrication and installation of the exhibit "Making Lyon County Home".
(24) Dodge County Historical Society
PO Box 433
Mantorville,MN55955
41-1281217 501 (c)(3) 72,180       Legacy grants for Wasioja Civil War recruiting station construction and for Bourdon House Phase II construction documents.
(25) Carver County Historical Society
555 West First Street
Waconia,MN55387
41-6040775 501 (c)(3) 19,446       Legacy grant for 3D inventory.
(26) Hennepin History Museum
2303 Third Avenue S
Minneapolis,MN55404
41-0826131 501 (c)(3) 66,761       Legacy grants for the Christian Family Residence historic structures report, for archival arrangement and description.
(27) Sibley County Historical Society
700 Main Street
Henderson,MN56044
41-1310609 501 (c)(3) 66,468       Legacy grant for inventory of three dimensional collection.
(28) Dakota County
1590 Highway 55
Hastings,MN55033
41-6005786 Dakota County 65,279       Legacy grants for Mississippi River Trail projects - South St. Paul Stockyards and Pine Bend Bluffs interpretive designs. Purchase microfilm reader, printer and scanner for the Dakota County Library.
(29) The Anderson Center for Interdisciplinary Studies
163 Tower View Drive
PO Box 406
Red Wing,MN55066
41-1792770 501 (c)(3) 64,500       Legacy grant for the balcony tower restoration of the Historic Water Tower.
(30) Kandiyohi County Historical Society
610 East N Highway 71
Willmar,MN56201
41-6029361 501 (c)(3) 64,472       Legacy grants for a National Register nomination for the Sperry House and for implementation of a WWI traveling exhibit.
(31) City of Minneapolis
350 South Fifth Street
Minneapolis,MN55415
41-6005375 City of Minneapolis 64,100       Legacy grant for modern era context study. Certified Local Government grant for Music Context Statement and Reconnaissance survey.
(32) Waterford Township
PO Box 531
Northfield,MN55057
41-1469685 Waterford Township 64,080       Legacy grant for Waterford Bridge pre-development construction plans and specifications.
(33) City of Faribault
208 NW First Avenue
Faribault,MN55021
41-6005150 City of Faribault 63,000       Legacy grant for rehabilitation of Faribault Woolen Mill Company. Certified Local Government grant for national register nomination for Faribault Furniture building.
(34) Prairie Skyline Foundation Inc
27048 310th Street SW
Crookston,MN56716
41-1846444 501 (c)(3) 61,982       Legacy grant for stabilization of the Cathedral of the Immaculate Conception.
(35) Ramsey County Historical Society
323 Landmark Center
75 West 5th Street
Saint Paul,MN55102
41-6009039 501 (c)(3) 60,831       Legacy grants for an updated structures report on the Gibbs farm, digitization and archival collections processing, for Phase I planning "Celebrating Suffrage - the 19th Amendment at 100 years".
(36) The American Swedish Institute
2600 Park Avenue
Minneapolis,MN55407
41-0711603 501 (c)(3) 60,000       Legacy grant for Turnblad Mansion Master Plan: Construction documents for restoration and repair activities.
(37) Morrison County Historical Society
2151 S Lindberg Drive
PO Box 239
Little Falls,MN56345
41-0911403 501 (c)(3) 56,420       Legacy grant for increasing archives collections storage capacity.
(38) Granite Falls Historical Society
163 9th Avenue
Granite Falls,MN56241
75-3175012 501 (c)(3) 56,197       Legacy partnership grant with the Andrew Volstead House Museum celebrating the 100 year anniversary of prohibition.
(39) Lake County Historical Society
520 South Avenue
PO Box 128
Two Harbors,MN55616
41-0846439 501 (c)(3) 54,995       Legacy grants for mold abatement and environmental controls, for inventory of three dimensional artifacts.
(40) The Gunflint Trail Historical Society
28 Moose Pond Drive
Grand Marais,MN55604
76-0804036 501 (c)(3) 50,000       Capital grant for the Chik-Wauk Museum and Nature Center Phase II.
(41) Mitchell Hamline School of Law
875 Summit Avenue
Saint Paul,MN55105
41-0518750 501 (c)(3) 48,000       Legacy partnership grant for interpretive planning and content research for developing a History Center at the Mitchell Hamline Law School.
(42) Crow Wing County Historical Society
320 Laurel Street
PO Box 722
Brainerd,MN56401
41-0968630 501 (c)(3) 42,884       Legacy grant for rehousing collections storage.
(43) Minnesota Archaeological Society
200 Tower Avenue
Saint Paul,MN55111
41-6031062 501 (c)(3) 41,040       Legacy grant for "Minnesota Archaeology and Critical Thinking: A Documentary".
(44) Marshall County Historical Society
808 East Johnson Avenue
PO Box 103
Warren,MN56762
41-1283376 501 (c)(3) 37,672       Legacy grant for HVAC system implementation.
(45) City of Lanesboro
PO Box 333
Lanesboro,MN55949
41-6005308 City of Lanesboro 35,820       Legacy grant for rehabilitation of the Bethlehem Lutheran Church Hall.
(46) MN Alliance of Local History Museums
610 NE Highway 71
Wilmar,MN56201
41-1728927 501 (c)(3) 34,890       Legacy grant for a collection management software pilot program and resource library.
(47) Melrose Area Historical Society
120 1st Street SE
Melrose,MN56352
41-1594681 501 (c)(3) 34,659       Legacy grant for Museum lighting Phase II.
(48) Murray County Historical Society
PO Box 61
Slayton,MN56172
41-6038377 501 (c)(3) 34,323       Legacy grants for the Dinehart Holt House architectural drawings and for inventory of Murray County agricultural equipment.
(49) Ramsey Hill Association
420 Summit Avenue
Saint Paul,MN55102
23-7248193 501 (c)(3) 34,280       Legacy grant for a documentary: The Historic Hill District of St. Paul.
(50) Stearns History Museum
235 33rd Avenue S
Saint Cloud,MN56301
41-1315033 501 (c)(3) 34,041       Legacy grants for archival inventory project, purchase of microfilm reader, printer and scanner, and for research for the project Stearns County Women in Sports.
(51) Pope County Historical Society
809 South Lakeshore Drive
Glenwood,MN56334
41-0714418 501 (c)(3) 33,525       Legacy grant for a comprehensive interpretive plan.
(52) Sinclair Lewis Foundation
39336 Wildrose Court
Sauk Centre,MN56378
41-6040034 501 (c)(3) 31,500       Legacy grant for Sinclair Lewis Boyhood Home and Carriage House pre-development.
(53) Golden Valley Historical Society
7800 Golden Valley Road
Golden Valley,MN55427
23-7436365 501 (c)(3) 30,084       Legacy grants to design, fabricate and install an exhibit, for complete cataloging of archival collection, and for 3D object cataloging.
(54) Central Presbyterian Church
500 Cedar Street
Saint Paul,MN55101
23-6393377 501 (c)(3) 30,000       Legacy grant for pre-development of rehabilitation of exterior fabric of Central Presbyterian Church.
(55) Minnesota Special Education Leaders Foundation
4791 Lily Avenue N
Lake Elmo,MN55042
20-3258294 501 (c)(3) 29,988       Legacy grant for writing a history on educating Minnesota's children with disabilities.
(56) Maritime Heritage Minnesota
1214 St Paul Avenue
Saint Paul,MN55116
20-3299320 501 (c)(3) 29,821       Legacy grants to conduct a marine archaeology assessment of Lake Minnetonka and an archaeological survey of shipwrecks in Lake Minnetonka, a Minnesota Historic fishing boats analysis and a Minnesota suburban lakes survey project.
(57) Nobles County Historical Society
407 12th Street
Suite 2
Worthington,MN56187
41-6029584 501 (c)(3) 29,297       Legacy grants to acquire primary resources on microfilm and to perform audience and market analysis.
(58) Swift County Historical Society
2135 Minnesota Avenue
Benson,MN56215
41-0856396 501 (c)(3) 28,920       Legacy grant for an hvac system installation at the Swift County Historical Society.
(59) Olmsted County Historical Society
1195 West Circle Drive SW
Rochester,MN55902
41-0718368 501 (c)(3) 28,800       Legacy grants for audiovisual conversions.
(60) Winona County Historical Society
160 Johnson Street
Winona,MN55987
41-0789385 501 (c)(3) 28,518       Legacy grants for conservation of Winona National Guard Armory blueprints, for MNOpedia article, for photographic print backlog project, and for microfilming of local newspapers.
(61) First Congregational Church of Minnesota
500 8th Avenue SE
Minneapolis,MN55414
41-0711494 501 (c)(3) 26,600       Legacy grant for interior assessment and design of the First Congregational Church of Minnesota, which is on the National Register.
(62) Clearwater County Historical Society
PO Box 241
Bagley,MN56621
41-1363341 501 (c)(3) 25,898       Legacy grant for lighting upgrades to storage and exhibit galleries.
(63) City of Stillwater
216 North 4th Street
Stillwater,MN55082
41-6005566 City of Stillwater 25,287       Legacy grant and Certified Local Government grant for a 2040 comprehensive plan historic chapters update.
(64) MN Department of Natural Resources
500 Lafayette Road
Saint Paul,MN55155
41-6007162 State of MN 24,750       Legacy grant for Norris Camp historic structures report.
(65) Afton Historical Society
PO Box 178
Afton,MN55001
41-1372266 501 (c)(3) 24,002       Legacy grants for hvac renovation, to clean and seal artifact storage area floor and to rehouse remaining two-dimensional and three-dimensional objects.
(66) Independent School District 625
360 Colborne Avenue
Saint Paul,MN55102
41-0901311 ISD 625 24,000       Legacy grant for a historic context study of Saint Paul Public Schools from 1890 - 1978.
(67) Scott County Historical Society
235 South Fuller Street
Shakopee,MN55379
41-0944151 501 (c)(3) 23,395       Legacy grants for archaeology and microfilm projects, for microfilming of a backlog of local newspapers and for an evaluation of the Museum's hvac system.
(68) James J Hill Reference Library
80 West 4th Street
Saint Paul,MN55102
41-0693988 501 (c)(3) 23,176       Legacy grants for elevator repair at the James J. Hill Library and for a historic structures report.
(69) Houston County
304 South Marshall Street
Caledonia,MN55921
41-6005804 Houston County 22,839       Legacy grant for a planning and reuse study of the Houston County Courthouse and Jail.
(70) Islamic Center of Winona
71 West Third Street
PO Box 1523
Winona,MN55987
41-1766368 501 (c)(3) 22,600       Legacy grant for architectural drawings.
(71) Childrens Dental Services Inc
636 Broadway Street NE
Minneapolis,MN55413
41-0857929 501 (c)(3) 22,500       Legacy grant for "Providing 100 Years of Dental Care to Vulnerable Minnesotans."
(72) Hennepin County Library
12601 Ridgedale Drive
Minnetonka,MN55305
41-6005801 Hennepin County 21,600       Legacy grant for newspaper photo collection preservation and access.
(73) Watonwan County
1304 7th Avenue S
Saint James,MN56081
41-6005922 Watonwan County 21,600       Legacy grant for West Bridge, pre-development construction plans and specifications.
(74) Minnesota Masonic Historical Society & Museum
11501 Masonic Home Drive
Bloomington,MN55437
41-1788642 501 (c)(3) 20,761       Legacy grant for a partial collections inventory.
(75) Polish Cultural Institute
102 Liberty Street
Winona,MN55987
41-1377193 501 (c)(3) 19,980       Legacy grants for historical research on Polish and Kashubian heritage in Winona and for Phase 9 collections inventory.
(76) Meeker County Historical Society
308 North Marshall Avenue
Litchfield,MN55355
41-0956227 501 (c)(3) 19,826       Legacy grants to acquire primary resources on microfilm and to acquire a microfilm reader, printer and scanner.
(77) Minnesota High Technology Foundation
400 South 4th Street
Suite 416
Minneapolis,MN55415
36-3367684 501 (c)(3) 19,625       Legacy partnership grant for the Minnesota Computer History Partnership.
(78) Pine County Historical Society
6333 H C Anderson Alle
PO Box 123
Askov,MN55704
41-6048580 501 (c)(3) 19,560       Legacy grants for rehousing of textiles and artifacts, for inventory of collections Phase V.
(79) Northfield Historical Society
408 Division Street
Northfield,MN55057
41-1270991 501 (c)(3) 19,430       Legacy grants for a fire and security systems upgrade, for a Raid Exhibit graphic design project.
(80) Minnesota's Historic Northwest
412 Geary Avenue NE
Bagley,MN56621
26-4069466 501 (c)(3) 18,944       Legacy grant to design, fabricate and install a traveling exhibit on Northwest Fur Trade.
(81) Pipestone County
416 Hiawatha Ave S
Pipestone,MN56164
41-6005866 Pipestone County 18,700       Legacy grant for Split Rock Bridge pre-development construction plans.
(82) City of Walters
106 West Third Street
Walters,MN56097
41-6005612 City of Walters 18,000       Legacy grant for "Save the Walters Jail" architectural drawings.
(83) Dakota City Heritage Village Inc
4008 220th Street W
Farmington,MN55024
41-1769005 501 (c)(3) 17,820       Legacy grant for a replacement of the HVAC system.
(84) Minnesota Transportation Museum
193 E Pennsylvania Avenue
Saint Paul,MN55130
23-7066156 501 (c)(3) 16,678       Legacy and partnership grants for Jackson Street Roundhouse roof repair.
(85) Friends of Christ Lutheran Church
3244 34th Avenue S
Minneapolis,MN55406
33-1210209 501 (c)(3) 16,522       Legacy grant for sanctuary and courtyard restoration for Christ Lutheran Church, listed on the National Register.
(86) City of New Ulm
526 8th Street N
New Ulm,MN56073
41-6005412 City of New Ulm 16,407       Legacy grant for a comprehensive conditions assessment of the Hermann Monument, Certified Local Government grant for updating "City of New Ulm Downtown Guidelines for Preservation".
(87) City of Granite Falls
641 Prentice Street
Granite Falls,MN56241
41-6005203 City Granite Falls 15,750       Legacy grant for Andrew J. Volstead House conditions assessment.
(88) Goodhue County Historical Society
1166 Oak Street
Red Wing,MN55066
41-0713917 501 (c)(3) 15,558       Legacy grant for inventory of the three-dimensional collection.
(89) McLeod County Historical Partnership
380 School Road NW
Hutchinson,MN55350
81-2667110 501 (c)(3) 14,434       Legacy partnership grant for photographing nine towns within McLeod County to reimagine early street photographs to create a permanent record.
(90) Lake of the Woods County Historical Society
206 8th Avenue SE
Suite 150
Baudette,MN56623
41-1296671 501 (c)(3) 14,300       Legacy grants for interpretive report and security assessment of the Lake of the Woods County Historical Society.
(91) Edina Historical Society
4711 West 70th Street
Edina,MN55435
23-7061863 501 (c)(3) 13,048       Legacy grant for a partial collections inventory.
(92) Minnesota Discovery Center
1005 Discovery Drive
Chisholm,MN55719
20-2503955 501 (c)(3) 12,979       Legacy grants for Labor Exhibit implementation, for an oral history project on sulfide mining.
(93) Brown County Historical Society
2 North Broadway Street
New Ulm,MN56073
23-7109855 501 (c)(3) 12,628       Legacy grants to establish an environmental monitoring plan and for an update to the Collections Management Policy and Collections survey.
(94) Red Wing Collectors Society Foundation
240 Harrison Street
Red Wing,MN55066
41-1983230 501 (c)(3) 12,232       Legacy grant for MIIC Museum inventory collection completion.
(95) Public Art Saint Paul
381 Wabasha Street N
Saint Paul,MN55102
41-1596908 501 (c)(3) 12,000       Legacy grant for the conservation of the Soldiers and Sailors Memorial in Summit Park.
(96) St James Opera House Restoration Project
502 1st Avenue S
Saint James,MN56081
41-1821299 501 (c)(3) 12,000       Legacy grant for St. James Opera House facade restoration.
(97) Amherst H Wilder Foundation
451 Lexington Parkway North
Saint Paul,MN55104
41-0693889 501 (c)(3) 10,000       Legacy grant for a critical history of Wilder's history.
(98) Carleton College
One North College Street
Northfield,MN55057
41-0694747 501 (c)(3) 10,000       Legacy grant for a biography on John Nason, phase 3.
(99) Cathedral of Our Merciful Savior
PO Box 816
Faribault,MN55021
41-0963120 501 (c)(3) 10,000       Legacy grant for Cathedral of our Merciful Savior and Guild House roof construction documents.
(100) Citizens for Backus AB
900 Fifth Street
International Falls,MN56649
32-0018497 501 (c)(3) 10,000       Legacy grant for a conditions assessment of the 1912 Alexander Baker School.
(101) City of Afton
3033 St Croix Trail
Afton,MN55001
41-1290668 City of Afton 10,000       Legacy grant for local designation of historic sites.
(102) City of Belview
202 South Main Street
PO Box 159
Belview,MN56214
41-6004971 City of Belview 10,000       Legacy grant for a conditions assessment of the Historic Odeon Theatre.
(103) City of Canby
110 Oscar Avenue N
Canby,MN56220
41-6005031 City of Canby 10,000       Legacy grant for Historic Canby Theatre plans and specifications.
(104) City of Dawson
675 Chestnut Street
PO Box 552
Dawson,MN56232
41-6005088 City of Dawson 10,000       Legacy grant for Dawson Armory and Community Building condition assessment.
(105) City of Excelsior
339 3rd Street
Excelsior,MN55331
41-6005143 City of Excelsior 10,000       Legacy grant for an eligibility study to place City of Excelsior's Downtown on the National Register.
(106) City of Hopkins
1010 First Street South
Hopkins,MN55343
41-6005247 City of Hopkins 10,000       Legacy grant to design an ADA compliant restroom and entrance for the Hopkins History Center.
(107) City of Newport
596 7th Avenue
Newport,MN55055
41-6005417 City of Newport 10,000       Certified Local Government grant for and intensive survey of mid 20th century heritage resources.
(108) City of Pipestone
119 2nd Avenue SW
Pipestone,MN56164
41-6005460 City of Pipestone 10,000       Legacy grant for the Pipestone Public Library conditions assessment.
(109) City of Rochester
201 Fourth Street SE
Rochester,MN55904
41-6005494 City of Rochester 10,000       Legacy grant for Plummer House Water Tower construction documents.
(110) Dakota County Historical Society
130 3rd Avenue North
South St Paul,MN55075
41-1318150 501 (c)(3) 10,000       Legacy grant for Historic Sites Tour reviews.
(111) Farmer Labor Education Committee
5720 Russell Avenue S
Minneapolis,MN55410
41-1392362 501 (c)(3) 10,000       Legacy grant for the production phase of Farm Labor film.
(112) First Congregational Church of Winona
161 W Broadway
Winona,MN55987
41-0712199 501 (c)(3) 10,000       Legacy grant for a conditions assessment of the First Congregational Church of Winona.
(113) Historical and Cultural Society of Clay County
202 First Avenue N
Moorhead,MN56560
41-6038553 501 (c)(3) 10,000       Legacy grant for storage and rehousing of Minnesota art.
(114) Hmong Cultural Center of Minnesota
375 University Avenue W
Saint Paul,MN55103
41-1752391 501 (c)(3) 10,000       Legacy grant for exhibit curriculum planning.
(115) Jewish Historical Society of the Upper Midwest
4330 South Cedar Lake Road
Saint Louis Park,MN55416
36-3337514 501 (c)(3) 10,000       Legacy grant for a demographic study of Jews in St. Paul.
(116) Lind House Association Inc
622 Center Street
New Ulm,MN56073
41-1457031 501 (c)(3) 10,000       Legacy grant for John Lind House condition assessment.
(117) Minnesota Genealogical Society
1385 Mendota Heights Road
Suite 100
Saint Paul,MN55120
41-1298392 501 (c)(3) 10,000       Legacy grant for cataloging donated books.
(118) Minnesota Lakes Maritime Society
205 3rd Avenue
Alexandria,MN56308
41-1967683 501 (c)(3) 10,000       Legacy grant for research and planning of a wooden boats exhibit .
(119) Minnesota Museum of American Art
141 East 4th Street
Saint Paul,MN55101
41-0726138 501 (c)(3) 10,000       Legacy grant for cataloging object metadata into Past Perfect.
(120) Minnesota Museum of Mining
PO Box 271
Chisholm,MN55719
41-0773295 501 (c)(3) 10,000       Legacy grant for museum security, replacement of museum chain link fence.
(121) MLK Tennis Buffs
1446 Iowa Avenue W
Saint Paul,MN55108
41-1880670 501 (c)(3) 10,000       Legacy grant for "A History of Tennis in St. Paul's Black Community.
(122) Murray County
2500 28th Street
PO Box 57
Slayton,MN56172
41-6005850 Murray County 10,000       Legacy grant for railroad turntable condition assessment.
(123) North Hennepin Pioneer Society
PO Box 391
Hanover,MN55341
41-1752654 501 (c)(3) 10,000       Legacy grant for the Burschville School conditions assessment.
(124) Norwegian American Historical Association
1510 Saint Olaf Avenue
Northfield,MN55057
41-6038548 501 (c)(3) 10,000       Legacy grant for NAHA plan to digitize O.E. Rolvaag collection.
(125) Otter Tail County Historical Society
1110 Lincoln Avenue W
Fergus Falls,MN56537
41-6038367 501 (c)(3) 10,000       Legacy grant for Fergus Falls historic research - manuscripts.
(126) Reclaim Community
PO Box 9
Jasper,MN56144
81-2872886 501 (c)(3) 10,000       Legacy grant for Bauhman Hall condition assessment and stabilization plan.
(127) Redwood Falls Public Library
509 S Lincoln Street
Redwood Falls,MN56283
41-6005484 City Redwood Falls 10,000       Legacy grant to acquire microfilm reader, printer and scanner.
(128) Rushford Area Historical Society
401 S Elm Street
PO Box 98
Rushford,MN55971
41-1512233 501 (c)(3) 10,000       Legacy grant for Southern Minnesota Depot condition assessment.
(129) Seward Redesign Inc
2619 E Franklin Avenue
Minneapolis,MN55406
23-7290844 501 (c)(3) 10,000       Legacy grant for "The People's Real Estate: Seward Redesign Inc at 50".
(130) Staples Historical Society
PO Box 44
Staples,MN56479
06-1734634 501 (c)(3) 10,000       Legacy grant for the Northern Pacific Railway Depot condition assessment.
(131) Taylor Township
6828 780th Street
Tintah,MN56583
41-1741539 Taylor Township 10,000       Legacy grant for District 44 school artifact analysis and curation.
(132) The Episcopal Church of the Good Samaritan
529 Main Street S
PO Box 205
Sauk Centre,MN56378
90-0338210 501 (c)(3) 10,000       Legacy grant for the replacement of the chancel wall.
(133) The University of St Thomas
2115 Summit Avenue
Saint Paul,MN55105
40-0693970 501 (c)(3) 10,000       Legacy grant for the project "1968 and the War for America's Soul."
(134) White Bear Lake Area Historical Society
1848 Park Street
PO Box 10543
White Bear Lake,MN55110
23-7303749 501 (c)(3) 10,000       Legacy grant for White Bear Town Hall historical markers.
(135) City of Orono
2750 Kelley Parkway
Orono,MN55356
41-6008585 City of Orono 9,995       Legacy grant for Big Island archaeological survey.
(136) Clarissa Community Museum
402 Main Street W
Clarissa,MN56440
20-4361441 501 (c)(3) 9,995       Legacy grant for planning and redesign of Museum lighting.
(137) PACER Center Inc
8161 Normandale Blvd
Minneapolis,MN55437
41-1306304 501 (c)(3) 9,995       Legacy grant to write "History of Parent Involvement in Educating Children with Disabilities"
(138) Jordan Area Historical Society
217 Juergens Circle
PO Box 1
Jordan,MN55352
46-1242897 501 (c)(3) 9,990       Legacy grant to acquire microfilm reader, printer and scanner.
(139) Edina Morningside Community Church
4201 Morningside Road
Edina,MN55416
41-0832616 501 (c)(3) 9,986       Legacy grant for an inventory of books and three dimensional objects.
(140) Chippewa County Historical Society
151 Arnie Anderson Drive
PO Box 303
Montevideo,MN56265
41-1242811 501 (c)(3) 9,985       Legacy grant to update collections management system to CollectiveAccess.
(141) Plymouth Historical Society
3400 Plymouth Road
Plymouth,MN55447
41-1261724 501 (c)(3) 9,961       Legacy grant for collections inventory.
(142) Beth El Foundation of Minnesota
5225 Barry Street W
Minneapolis,MN55416
46-4866772 501 (c)(3) 9,950       Legacy grant for Beth El Synagogue 1920-Present: Jewish Tradition Enriching Minnesota Life - Phase 3: Interpretive Script Development
(143) Textile Center of Minnesota
3000 University Avenue
Suite 100
Minneapolis,MN55414
41-1790700 501 (c)(3) 9,950       Legacy grant for the 25th Anniversary Oral History project.
(144) Minnesota Society of Architectural Historians
275 Market Street
Suite 54
Minneapolis,MN55405
41-1921749 501 (c)(3) 9,925       Legacy grant for Minnesota Modern Masters Oral History project, phase 3.
(145) Nobles County
315 10th Street
Worthington,MN56187
41-6005854 Nobles County 9,900       Legacy grant for evaluation of Worthington Armory hvac system.
(146) Vocalessence
1900 Nicollet Avenue
Minneapolis,MN55403
41-1363849 501 (c)(3) 9,840       Legacy grant for Vocalessence 50th anniversary digital conversion.
(147) East Side Freedom Library
1105 Greenbrier Street
Saint Paul,MN55106
46-3794535 501 (c)(3) 9,777       Legacy grant for publication of "Reinventing the People's Library."
(148) Heritage Group North
2626 24th Avenue SW
Pine River,MN56474
27-0515704 501 (c)(3) 9,750       Legacy grant for Abe White Farm national register nomination.
(149) Blaine Historical Society
10801 Town Square Drive NE
Blaine,MN55449
84-1650128 501 (c)(3) 9,733       Legacy grant for Blaine History Book.
(150) Prospect House Museum
403 Lake Avenue N
Battle Lake,MN56515
27-3631846 501 (c)(3) 9,733       Legacy grant for Collections Management policy development and Collections survey
(151) Ukrainian American Home Inc
301 Main Street NE
Minneapolis,MN55413
41-1408539 501 (c)(3) 9,600       Legacy grant for Holodomor Impact on Minnesota's Ukrainian Community: Oral History
(152) Excelsior Lake Minnetonka Historical Society
261 School Avenue
Excelsior,MN55331
41-6161881 501 (c)(3) 9,557       Legacy grant to acquire microfilm reader, printer and scanner.
(153) Hallie Q Brown Community Center
270 North Kent Street
Saint Paul,MN55102
41-0693846 501 (c)(3) 9,550       Legacy grant for a manuscript "The Spirit of the Rondo Athlete."
(154) Becker County Historical Society
PO Box 622
Detroit Lakes,MN56502
41-0873609 501 (c)(3) 9,500       Legacy grant for a rough cut documentary on Detroit Lakes.
(155) City of Osseo
415 Central Avenue
Osseo,MN55369
41-6005442 501 (c)(3) 9,500       Legacy grant for Osseo Water Tower condition assessment.
(156) Preserve Historic Dinkytown
1316 4th Street SE
Minneapolis,MN55414
47-2221329 501 (c)(3) 9,500       Legacy grant for oral history project "Dinkytown Odyssey."
(157) International Institute of Minnesota
1694 Como Avenue
Saint Paul,MN55108
41-0693912 501 (c)(3) 9,315       Legacy grant for the International Institute of Minnesota's 100th Anniversary Exhibit.
(158) Jewish Community Action
2375 University Avenue W
Saint Paul,MN55114
41-1830619 501 (c)(3) 9,270       Legacy grant for Jewish Community Action 1995 to Present: 25 Years of Jewish Minnesotans Organizing for Racial and Economic Justice
(159) City of Gaylord
332 Main Avenue
PO Box 987
Gaylord,MN55334
41-6005180 City of Gaylord 9,250       Legacy grant for historic structures report for Oaks Lakeside Pavilion
(160) Winona State University
PO Box 5838
Winona,MN55987
41-1687554 501 (c)(3) 9,140       Legacy partnership grant for digitization and preservation of the Carl Fleming archive.
(161) City of Two Harbors
320 Waterfront Drive
Two Harbors,MN55616
41-6005579 City of Two Harbors 9,040       Legacy grant to acquire microfilm reader, printer and scanner.
(162) Westonka Historical Society
5341 Maywood Road
Mound,MN55364
03-0389616 501 (c)(3) 8,960       Legacy grant for inventory of collections, phase 1.
(163) Atwater Area Historical Society
500 Pleasant Avenue W
PO Box 258
Atwater,MN56209
01-0651705 501 (c)(3) 8,952       Legacy grant to acquire primary sources on microfilm.
(164) City of Eagan
610 Opperman Drive
Eagan,MN55123
41-0847612 City of Eagan 8,750       Legacy grant for Eagan Television video collections archiving and preservation planning.
(165) City of Easton
51 Main Street
PO Box 136
Easton,MN56025
41-6005113 City of Easton 8,500       Legacy grant for Easton Water Tower national register evaluation.
(166) City of Northfield
2000 North Avenue
Northfield,MN55057
41-6007241 City of Northfield 8,500       Legacy grant for the design and publication of the history of Northfield Hospital.
(167) Rondo Center of Diverse Expression
315 Fisk Street
Saint Paul,MN55104
83-1404193 501 (c)(3) 8,350       Legacy grant for the research and writing of: "Women of Rondo."
(168) City of Taylors Falls
637 First Street
Taylors Falls,MN55084
41-6005571 City Taylors Falls 8,000       Legacy grant for Angel Hill Historic District Residential Design Guidelines Update
(169) Wabasha County Historical Society
PO Box 255
Lake City,MN55041
41-6045646 501 (c)(3) 8,000       Legacy grant for Reeds Landing Schoolhouse evaluation of hvac system.
(170) Institute for Agriculture and Trade Policy
2105 First Avenue S
Minneapolis,MN55404
36-3501938 501 (c)(3) 7,950       Legacy grant for Caroline Crosby House conditions assessment.
(171) Cook County Historical Society
PO Box 1293
Grand Marais,MN55604
41-6038622 501 (c)(3) 7,662       Legacy grant for general preservation needs assessment and long range conservation plan.
(172) City of Coleraine
302 Roosevelt Street
PO Box 670
Coleraine,MN55722
41-6005065 City of Coleraine 7,630       Legacy grant for 1910 Coleraine City Hall construction documents.
(173) City of Henning
612 Front Street
Henning,MN56551
41-6005228 City of Henning 7,500       Legacy grant for Henning Landmark Center national register nomination.
(174) Tower Soudan Historical Society
404 Pine Street
PO Box 465
Tower,MN55790
41-1641547 501 (c)(3) 7,500       Legacy grant for historic Tower Fire Hall preservation and stabilization, phase 1.
(175) Dassel Area Historical Society
901 First Street
PO Box D
Dassel,MN55325
41-1764778 501 (c)(3) 7,375       Legacy grant for Dassel Ergot Museum lighting redesign.
(176) Kasson Alliance for Restoration Inc
PO Box 96
Kasson,MN55944
20-8367553 501 (c)(3) 7,328       Legacy grant for Kasson School restoration, construction documents.
(177) Military Historical Society of Minnesota
15000 Highway 115
Camp Ripley
Little Falls,MN56345
41-1308785 501 (c)(3) 7,040       Legacy grant for the care and cataloging of the General John W Vessey collection.
(178) Wheels Across the Prairie Museum
PO Box 1091
Tracy,MN56175
41-1325053 501 (c)(3) 6,827       Legacy grant for a general conservation assessment and long range preservation plan.
(179) St Olaf College
1520 St Olaf Avenue
Northfield,MN55057
41-0693979 501 (c)(3) 9,980       Legacy grant for "Preparing for the Future: A Long-Range Preservation Plan for the College Archives and Special Collections at St. Olaf College."
(180) Houston County Historical Society
104 Historical Lane
Caledonia,MN55921
41-1423548 501 (c)(3) 6,796       Legacy grant for a History of Houston County.
(181) Pennington County
101 Main Avenue N
Thief River Falls,MN56701
41-6005862 Pennington County 6,730       Legacy grant for City Auditorium national register nomination.
(182) Minnesota Independent Scholars Forum
PO Box 80235
Minneapolis,MN55408
36-3406556 501 (c)(3) 6,718       Legacy grant for publication of "Scholars Without Walls: The History of the Minnesota Independent Scholars Forum (1983 - 2018)"
(183) Unity Baptist Church
118 Victoria Street N
Saint Paul,MN55104
41-0711506 501 (c)(3) 6,401       Legacy grant for Park Baptist Church national register nomination.
(184) Nobles County Library
407 12th Street
Worthington,MN56187
41-6005854 Nobles County 5,830       Legacy grant to acquire Worthington Daily Globe Microfilm Rolls from May of 2010 through 2015
(185) Hibbing Historical Society Inc & Museum
400 E 23rd Street
Hibbing,MN55746
41-1276964 501 (c)(3) 5,685       Legacy grant for a textile inventory project.
(186) Canton Historical Society
307 North State Street
PO Box 15
Canton,MN55922
45-5359416 501 (c)(3) 5,560       Legacy grant for Canton Railroad Depot condition assessment.
(187) Midway Chamber of Commerce Foundation
1600 University Avenue W
Suite 301
Saint Paul,MN55104
47-1647614 501 (c)(3) 5,400       Legacy grant for Midway Chamber of Commerce: 100 Years of History Research/Writing
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
187
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Grant recipients are required to sign a Grant Agreement outlining the terms of the grant award. The Agreement specifies the project start and end dates, approved budget and scope of work, reporting guidelines and other grantee requirements. The grant awards are monitoried by and submitted to, upon completion, the Grants Office. The Grants Office will require and review all the final project and financial reports to ensure that all federal, state and local requirements are met, as well as all of the conditions of the initial and or amended grant agreeement(s). In addition, the Finance Department may perform a review of expenditures to verify allowability. The Grants Office must review and sign off on the project before any funds are disbursed.
Schedule I (Form 990) 2018



Additional Data


Software ID: 18007995
Software Version: v1.00


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number

41-0713907
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1D Stephen Elliott
Director & Chief Executive Officer
(i)

(ii)
169,175
-------------
0
0
-------------
0
21,559
-------------
0
7,753
-------------
0
10,584
-------------
0
209,071
-------------
0
0
-------------
0
2S Kent Whitworth
Director & Chief Executive Officer
(i)

(ii)
151,873
-------------
0
0
-------------
0
0
-------------
0
7,405
-------------
0
8,821
-------------
0
168,099
-------------
0
0
-------------
0
3Douglas Marty
Deputy Director Administration
(i)

(ii)
145,411
-------------
0
0
-------------
0
0
-------------
0
8,546
-------------
0
21,170
-------------
0
175,127
-------------
0
0
-------------
0
4Melanie Adams
Deputy Director, Guest Experience & Educational Services
(i)

(ii)
144,973
-------------
0
0
-------------
0
0
-------------
0
8,355
-------------
0
21,169
-------------
0
174,497
-------------
0
0
-------------
0
5Jennifer Jones
Deputy Director, Preservation & Outreach
(i)

(ii)
151,659
-------------
0
0
-------------
0
0
-------------
0
8,639
-------------
0
8,279
-------------
0
168,577
-------------
0
0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a As part of her nine month employment contract to serve as Acting Chief Financial Officer, Cynthia Williamson received a housing allowance. She was not a Minnesota resident, her employment contract provided for moving expenses and a housing allowance for the length of her employment. The housing allowance for Cynthia Williamson was not taxable compensation, as she was employed and located in Minnesota less than one year. Her moving expenses were treated as taxable compensation.
Schedule J, Part I, Line 4 Director and Chief Executive Officer, D. Stephen Elliott, as part of his original employment contract, accrues an additional annual deferred compensation amount that is placed in a supplemental non-qualified retirement plan. In calendar year 2016 D. Stephen Elliott became fully vested in the plan, and as such all vested amounts were paid to him and reflected on our 2016 Form 990, Schedule J, as compensation. Going forward, the annual payment for the additional deferred compensation will be treated as W-2 compensation and is reported on Schedule J, Part II (B)(iii) W-2 Other Reportable Compensation. For calenday year 2018 the amount included in Other Reportable Compensation that represents payment under a non-qualified plan is $21,559. D. Stephen Elliott retired and terminated employment during calendar year 2018. This will be the last calendar year to report his non-qualified compensation. Also, former Key Employee and Deputy Director, Andrea Kajer, listed in Part VII, terminated employment on 12/31/18. Her severance package was not paid out until calendar year 2019, which is why it is not reported in Part VII or here in Schedule J.
Schedule J (Form 990) 2018
Additional Data


Software ID: 18007995
Software Version: v1.00
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number

41-0713907
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 23 171,062 Avg High/Low
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts .... X 2,225 0 N/A
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
3
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I, Line 33 As noted in Form 990, Schedule D, Part III, the Minnesota Historical Society does not capitalize its collections and does not report on Part VIII, line 1g a value for donated historical artifacts. As such we report on Schedule M, line 22(c) a value of $0. The amount listed in column (b) of line 22 reflects the actual number of contributed items received. In addition, for Part I, line 22, not included in our counts are donated government records, the quantity of which is not readily determined.
Schedule M (Form 990) (2018)

Additional Data


Software ID: 18007995
Software Version: v1.00
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
MINNESOTA HISTORICAL SOCIETY
 
Employer identification number

41-0713907
Return Reference Explanation
Form 990, Part VI, Section A, Line 6 MNHS has one class of membership, which is the body of dues paying members. Members have the right to vote on and approve the slate of candidates for Director(s), as put forth by the Governance Committee at the MNHS' annual meeting. The membership does not approve of significant decisions made by the governing body.
Form 990, Part VI, Section A, Line 7a Dues paying members (the membership) have the opportunity to vote on and approve the slate of candidates for Director(s) as put forth by the MNHS' Governance Committee at the MNHS' annual meeting.
Form 990, Part VI, Section B, Line 11b The annual tax return, IRS Form 990, is prepared internally by the MNHS's Finance Department. The 990 goes through an internal review process within various levels of the Finance Department and may also go through an external review with a paid tax consultant before it is presented to the MNHS' Finance/Audit Committee. The Committee performs a second review of the 990. Once approved by the Finance/Audit Committee, the 990 is submitted to the MNHS' Executive Council/Committee for final review and approval. Upon final approval by the Executive Council/Committee, the 990 is electronically e-filed with the IRS.
Form 990, Part VI, Section B, Line 12c All Board Members and Officers are subject to a conflict of interest policy which sets out that transactions, in which they may have a material financial interest are to be undertaken (if at all) only after disclosure of the conflict, notice in full to the Board of the contemplated transaction along with the nature of the conflict, and requiring action in favor of the transaction to be effected by the majority of the entirety of the Board not including the member(s) whose interest is involved. The office of the Director & CEO is responsible for maintaining and monitoring that a new Board member(s) submit a statement of acknowledgement that they will comply in full with MNHS' code of conduct, which includes the institution's conflict of interest policy. The office of the Director & CEO performs this review annually.
Form 990, Part VI, Section B, Line 15 The annual compensation for the Director and Chief Executive Officer, S Kent Whitworth, which covers the period ending 6/30/19, was reviewed by the compensation committee, which is part of the MNHS' governing body. The compensation review includes a review of the terms of the written employment contract, comparisons based on surveys of local comparable not-for-profit organizations, the overall pay plan for the organization and a performance evaluation.
Form 990, Part VI, Section C, Line 19 The MNHS' audited financial statements and annual reports are available to the public via our website, or upon request. Governing documents and conflict of interest policy are available to the public upon request.
Form 990, Part IX, Line 11g The $6,147,852 of Other Fees for Services is made up of the following: Professional and Technical Services ($3,108,026), Purchased Services ($2,480,131), Janitorial and Cleaning Services ($209,591), Bank and Credit Card Fees ($191,391), Architectural Fees ($87,381) and Fire and Security Fees ($71,332).
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007995
Software Version: v1.00

TY 2018 ReasonableCauseExplanation
Name:
MINNESOTA HISTORICAL SOCIETY
EIN:
41-0713907
Software ID:
18007995
Software Version:
v1.00
Explanation:
The Minnesota Historical Society filed for and received an automatic extension to file its 2018 990 until May 15, 2020. Due to the Covid-19 pandemic, the Society is filing its 2018 990 for the fiscal year ended June 30, 2019 at the new extended deadline granted by the IRS, which is July 15, 2020. The Minnesota Historical Society has met all the requirements for a timely filing as revised by the IRS.