-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
I A O'SHAUGHNESSY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
2001 KILLEBREW DRIVE NO 120
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLOOMINGTON
,
MN
55425
A Employer identification number
41-6011524
B
Telephone number (see instructions)
(651) 222-2323
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
101,470,338
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
296,032
296,032
4
Dividends and interest from securities
...
1,418,759
2,548,984
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
4,222,299
b
Gross sales price for all assets on line 6a
26,491,045
7
Capital gain net income (from Part IV, line 2)
...
5,975,427
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
0
916,606
12
Total.
Add lines 1 through 11
........
5,937,090
9,737,049
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
3,125
0
3,125
b
Accounting fees (attach schedule)
.......
23,610
0
23,610
c
Other professional fees (attach schedule)
....
831,338
302,766
515,572
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
351,415
35,504
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
33,761
0
33,761
21
Travel, conferences, and meetings
.......
124,030
0
124,030
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
25,155
581,500
23,628
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,392,434
919,770
723,726
25
Contributions, gifts, grants paid
.......
3,058,188
3,058,188
26
Total expenses and disbursements.
Add lines 24 and 25
4,450,622
919,770
3,781,914
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
1,486,468
b
Net investment income
(if negative, enter -0-)
8,817,279
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
947,265
3,465,745
3,465,745
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
13,988,501
14,218,367
26,672,999
c
Investments—corporate bonds (attach schedule)
.......
2,332,277
2,332,277
2,311,617
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
69,166,168
68,159,312
69,019,977
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
86,434,211
88,175,701
101,470,338
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
86,434,211
88,175,701
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
86,434,211
88,175,701
30
Total liabilities and net assets/fund balances
(see instructions)
.
86,434,211
88,175,701
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
86,434,211
2
Enter amount from Part I, line 27a
.....................
2
1,486,468
3
Other increases not included in line 2 (itemize)
3
255,022
4
Add lines 1, 2, and 3
..........................
4
88,175,701
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
88,175,701
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
b
CAPITAL GAIN DISTRIBUTION
c
CAPITAL GAIN - PARTNERSHIP K-1S
P
d
CAPITAL GAIN - NORTHERN TRUST
P
e
CAPITAL GAIN DISTRIBUTION - OPUS REAL ESTATE VII
P
CAPITAL GAIN DISTRIBUTION - BR LEND
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
23,099,151
20,454,352
2,644,799
b
476,613
476,613
c
1,594,930
1,594,930
d
1,100,887
1,100,887
e
176,113
18,551
157,562
43,351
42,715
636
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
2,644,799
b
476,613
c
1,594,930
d
1,100,887
e
157,562
636
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
5,975,427
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
4,791,302
98,281,258
0.048751
2017
4,329,719
93,721,137
0.046198
2016
4,305,701
89,789,422
0.047953
2015
4,511,697
96,795,320
0.046611
2014
4,486,226
94,207,410
0.047621
2
Total
of line 1, column (d)
.....................
2
0.237134
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.047427
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
97,520,677
5
Multiply line 4 by line 3
......................
5
4,625,113
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
88,173
7
Add lines 5 and 6
........................
7
4,713,286
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,781,914
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
176,346
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
176,346
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
176,346
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
197,000
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
197,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
2,182
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
18,472
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
18,472
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
IAOSHAUGHNESSYFDN.ORG
14
The books are in care of
THE ORGANIZATION
Telephone no.
(651) 222-2323
Located at
2001 KILLEBREW DRIVE NO 120
BLOOMINGTON
MN
ZIP+4
55425
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
JOHN F O'SHAUGHNESSY JR
PRESIDENT & DIRECTOR
2.00
0
0
0
C/O IAO FDN 2001 KILLEBREW DRIVE
120
BLOOMINGTON
,
MN
55101
EILEEN A O'SHAUGHNESSY
SECRETARY & DIRECTOR
2.00
0
0
0
C/O IAO FDN 2001 KILLEBREW DRIVE
120
BLOOMINGTON
,
MN
55101
LUCILLE M O'SHAUGHNESSY
VICE PRESIDENT & DIRECTOR
2.00
0
0
0
C/O IAO FDN 2001 KILLEBREW DRIVE
120
BLOOMINGTON
,
MN
55101
CHARLES E LYMAN
VICE PRESIDENT & DIRECTOR
2.00
0
0
0
C/O IAO FDN 2001 KILLEBREW DRIVE
120
BLOOMINGTON
,
MN
55101
KATHRYN LYMAN WYSONG
VICE PRESIDENT & DIRECTOR
2.00
0
0
0
C/O IAO FDN 2001 KILLEBREW DRIVE
120
BLOOMINGTON
,
MN
55101
KAREN J O'SHAUGHNESSY
VICE PRESIDENT & DIRECTOR
2.00
0
0
0
C/O IAO FDN 2001 KILLEBREW DRIVE
120
BLOOMINGTON
,
MN
55101
TERESA E DUGGAN
VICE PRESIDENT & DIRECTOR
2.00
0
0
0
C/O IAO FDN 2001 KILLEBREW DRIVE
120
BLOOMINGTON
,
MN
55101
TIMOTHY D O'SHAUGHNESSY
VICE PRESIDENT & DIRECTOR
2.00
0
0
0
C/O IAO FDN 2001 KILLEBREW DRIVE
120
BLOOMINGTON
,
MN
55101
CHEVONNE E O'SHAUGHNESSY
VICE PRESIDENT & DIRECTOR
2.00
0
0
0
C/O IAO FDN 2001 KILLEBREW DRIVE
120
BLOOMINGTON
,
MN
55101
DANIEL J O'SHAUGHNESSY
PRESIDENT/VICE PRESIDENT & DIRECTOR
2.00
0
0
0
C/O IAO FDN 2001 KILLEBREW DRIVE
120
BLOOMINGTON
,
MN
55101
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
PRIVATE OFFICE SOLUTIONS LLC
ADMINISTRATIVE CONSULTANT
236,164
2001 KILLEBREW DRIVE 120
BLOOMINGTON
,
MN
55425
PRIVATE PHILANTHROPY SERVICES
PHILANTHROPIC CONSULTING SERVICES
197,423
318 W 48TH ST
MINNEAPOLIS
,
MN
55402
MARQUETTE ASSOCIATES
INVESTMENT MANAGEMENT FEES
93,750
180 N LASALLE STREET SUITE 3500
CHICAGO
,
IL
60601
SOLUTIONS ENTERPRISE
INVESTMENT MANAGEMENT FEES
80,699
7105 ANTRIM COURT
EDINA
,
MN
55439
UBS REALTY INVESTORS
INVESTMENT MANAGEMENT FEES
77,497
FC 32ND FLOOR 1 N WACKER DR
CHICAGO
,
IL
60606
Total
number of others receiving over $50,000 for professional services
.............
1
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
96,216,346
b
Average of monthly cash balances
.......................
1b
2,789,417
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
99,005,763
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
99,005,763
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,485,086
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
97,520,677
6
Minimum investment return.
Enter 5% of line 5
..................
6
4,876,034
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
4,876,034
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
176,346
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
176,346
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4,699,688
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
4,699,688
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
4,699,688
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
3,781,914
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
3,781,914
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,781,914
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
4,699,688
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
3,667,107
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,781,914
a
Applied to 2018, but not more than line 2a
3,667,107
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
114,807
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
4,584,881
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AMERICAN PRAIRIE RESERVE
PO BOX 908
BOZEMAN
,
MT
59771
NONE
PC
TO SUPPORT THE MANAGEMENT OF THE RESERVE AND ASSIST IN THE RESTORATION OF PRAIRIE WILDLIFE.
25,000
HARVEST HOME INC
2118 WILSHIRE BLVD PMB 358
SANTA MONICA
,
CA
90403
NONE
PC
THIS GENERAL OPERATING GRANT PROVIDES HOUSING/SUPPORT/PROGRAMS FOR HOMELESS PREGNANT WOMEN AND THEIR CHILDREN.
25,000
FLORENCE CRITTENTON SERVICES OF COLORADO
96 SOUTH ZUNI STREET
DENVER
,
CO
80223
NONE
PC
STRENGTHENING EQUITY AND TRAUMA- RESPONSIVENESS IN ECE FOR CHILDREN IN TEEN FAMILIES
80,000
JEREMIAH PROGRAM
615 1ST AVENUE NE 120
MINNEAPOLIS
,
MN
55413
NONE
PC
EARLY CHILDHOOD EDUCATION PARTNERSHIP DEVELOPMENT
55,000
MARYVILLE CRISIS NURSERY
6650 W IRVING PARK ROAD
CHICAGO
,
IL
60634
NONE
PC
NEW EARLY CHILDHOOD ACTIVITIES SPECIALIST
32,000
ROOTS FAMILY CENTER
4200 MORRISON ROAD UNIT 7
DENVER
,
CO
80219
NONE
PC
STRENGTHENING THE INFRASTRUCTURE OF THE ORGANIZATION, STAFF, BOARD AND PARTICIPANTS AT ROOTS FAMILY CENTER
33,000
UCHICAGO IMPACT LLC
1313 60TH STREET
CHICAGO
,
IL
60637
NONE
PC
FUNDS WILL BE SUPPORT THE ROLL-OUT OF CULTIVATE TOOL
13,000
ANNUNCIATION CATHOLIC SCHOOL
3536 LAFAYETTE STREET
DENVER
,
CO
80205
NONE
PC
GENERAL SUPPORT
91,561
BOSTON COLLEGE - CITY CONNECTS
140 COMMONWEALTH AVENUE
CHESTNUT HILL
,
MA
02467
NONE
PC
FUNDS WILL SUPPORT IMPLEMENTATION OF CITY CONNECTS IN TWIN CITIES CHARTER SCHOOLS
310,820
BOSTON COLLEGE - CITY CONNECTS
140 COMMONWEALTH AVENUE
CHESTNUT HILL
,
MA
02467
NONE
PC
IMPLEMENTING CITY CONNECTS AT HARVEST PREP IN MINNEAPOLIS
46,340
FADICA
4201 CONNECTICUT AVE NW 505
WASHINGTON
,
DC
20008
NONE
PC
TO SUPPORT THE ACTIVITIES OF THE CATHOLIC SCHOOLS PHILANTHROPY WORKING GROUP (CSPWG)
10,000
FUNDAMENTAL LEARNING CENTER
2220 E 21ST ST N
WICHITA
,
KS
67214
NONE
PC
CAPACITY BUILDING - "BUILDING A CASE FOR THE FUTURE OF OUR CHILDREN"
55,000
HARVEST NETWORK OF SCHOOLS INC
1300 OLSON MEMORIAL HIGHWAY
MINNEAPOLIS
,
MN
55411
NONE
PC
FUNDS WILL BE USED TO SUPPORT THE IMPLEMENTATION OF THE CITY CONNECTS MODEL A HARVEST PREP SCHOOL DURING THE SCHOOL YEARS: 2017-18, 2018-19, 2019-20.
39,717
MINNESOTA COMEBACK
710 SO 2ND STREET 400
MINNEAPOLIS
,
MN
55401
NONE
PC
FUNDS WILL SUPPORT IMPLEMENTATION OF THE REGIONAL TALENT DEVELOPMENT STRATEGIC PLAN
150,000
MONTESSORI CENTER OF MINNESOTA
1611 AMES AVE
ST PAUL
,
MN
55106
NONE
PC
MONTESSORI PARTNERS - EXPANDING HIGH-FIDELITY MONTESSORI EDUCATION TO UNDERSERVED COMMUNITIES IN MINNESOTA
132,000
NORTHSIDE ACHIEVEMENT ZONE
2123 WEST BROADWAY AVENUE 100
MINNEAPOLIS
,
MN
55411
NONE
PC
FUNDS WILL BE USED FOR SUSTAINABILITY OF READY TO SUCCEED AND COLLEGE BOUND SCHOLARS
100,000
OPERATION BREAKTHROUGH
3039 TROOST AVENUE
KANSAS CITY
,
MO
64109
NONE
PC
SITE VISIT APPRECIATION GRANT - GENERAL OPERATING SUPPORT
2,000
PLAYWORKS COLORADO
3980 QUEBEC STREET 140
DENVER
,
CO
80207
NONE
PC
PILOT PROGRAM FOR SCHOOL RECRUITMENT AND CULTURE OF PLAY SUSTAINABILITY
100,000
SEWALL CHILD DEVELOPMENT CENTER
940 FILLMORE STREET
DENVER
,
CO
80206
NONE
PC
PROJECT: WE ARE ALL BETTER TOGETHER
100,000
START AT ZERO
5508 TROOST AVENUE
KANSAS CITY
,
MO
64110
NONE
PC
SITE VISIT APPRECIATION GRANT - GENERAL OPERATING SUPPORT
2,000
UNITED INNER CITY SERVICES
2008 12TH STREET
KANSAS CITY
,
MO
64127
NONE
PC
TO SUPPORT ST. MARK'S EARLY CHILDHOOD PROGRAMMING, IN THANKS TO DENISE ST. OMER FOR PRESENTATION TO THE I.A. O'SHAUGHNESSY EARLY CHILDHOOD COMMITTEE.
500
UNIVERSITY OF ST THOMAS
2115 SUMMIT AVENUE
ST PAUL
,
MN
551051096
NONE
PC
IMPLEMENTATION OF UNDERGRADUATE RESIDENCY MODEL EDUCATION PROGRAM
101,000
FADICA
4201 CONNECTICUT AVE NW 505
WASHINGTON
,
DC
20008
NONE
PC
MEMBERSHIP
10,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW 550
WASHINGTON
,
DC
20006
NONE
PC
MEMBERSHIP - FRIENDS OF FAMILY
2,500
PHILANTHROPY ROUNDTABLE - MEMBERSHIP
1120 20TH STREET NW 500 SOUTH
WASHINGTON
,
DC
20036
NONE
PC
MEMBERSHIP
5,000
EXPONENT PHILANTHROPY
PO BOX 65607
WASHINGTON
,
DC
200355607
NONE
PC
MEMBERSHIP UPGRADE TO INCLUDE 10 HOURS OF LEGAL SERVICES
1,000
EXPONENT PHILANTHROPY
PO BOX 65607
WASHINGTON
,
DC
200355607
NONE
PC
MEMBERSHIP
750
UNIVERSITY OF OKLAHOMA FOUNDATION
100 W TIMBERDELL RD
NORMAN
,
OK
73019
NONE
PC
PARTIAL SALARY SUPPORT FOR 5 ADJUNCT FACULTY IN THE ENERGY MANAGEMENT PROGRAM
50,000
BREAKTHROUGH
1050 EAST 11TH STREET SUITE 350
AUSTIN
,
TX
78702
NONE
PC
THE COLLEGE COMPLETION PROGRAM HELPS LOW- INCOME FIRST-GENERATION STUDENTS EARN A COLLEGE DEGREE.
20,000
COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS
3000 IH 35 SUITE 200
AUSTIN
,
TX
78704
NONE
PC
TO SUPPORT COMPREHENSIVE DROPOUT PREVENTION SERVICES AT 70 HIGH-NEEDS SCHOOLS IN CENTRAL TEXAS.
30,000
CREATIVE ACTION - THEATRE ACTION
1023 SPRINGDALE ROAD BLDG3 SUITE A
AUSTIN
,
TX
78721
NONE
PC
TO HELP TEENS TO TAKE A STAND AGAINST DATING VIOLENCE THROUGH THE POWER OF PEER THEATRE.
20,000
GRALAND COUNTRY DAY SCHOOL
55 CLERMONT STREET
DENVER
,
CO
80220
NONE
PC
TO FUND A NEW FACULTY COMPENSATION STRUCTURE THAT REWARDS TEACHERS FOR THEIR CONTRIBUTIONS.
25,000
INTERNATIONAL COMMUNITY FOUNDATION
2505N AVE
NATIONAL CITY
,
CA
91950
NONE
PC
TO PREFORM 17 OPEN HEART SURGERIES AND PROCEEDURES FOR PEDIATRIC PATIENTS
25,000
LITERACY FIRST
3925 WEST BRAKER LANE SUITE 3801
AUSTIN
,
TX
78759
NONE
PC
DAILY TUTORING OF K-2ND GRADERS AT RISK OF FAILING TO LEARN GRADE-LEVEL READING SKILLS BY GRADE 3.
25,000
INTERNATIONAL COMMUNITY FOUNDATION
2505N AVE
NATIONAL CITY
,
CA
91950
NONE
PC
TO REPAIR DAMAGE TO OFFICE AND INSTALL LOCKED CLOSET SPACE FOR MEDICAL EQUIPMENT AND SUPPLIES AT ADLN.
7,000
INTERNATIONAL COMMUNITY FOUNDATION
2505N AVE
NATIONAL CITY
,
CA
91950
NONE
PC
ADLN SPECIAL CASE PATIENTS REQUIRE MEDICINES, LAB AND IMAGE TESTING, TRANSPORTATION DIAPERS, FORMULA
8,000
COLORADO UPLIFT
400 W 48TH AVENUE SUITE 250
DENVER
,
CO
80216
NONE
PC
MENTORING; AFTERSCHOOL ACTIVITIES; INCREASED MIDDLE SCHOOL OUTREACH; POST-SECONDARY SUPPORT
47,000
UNIVERSITY OF DENVER
2199 S UNIVERSITY BLVD
DENVER
,
CO
80208
NONE
PC
THE PURPOSE OF THE REQUEST IS TO ADD FUNDS TO THE I. A. O'SHAUGHNESSY FOUNDATION SCHOLARSHIP FUND.
50,000
ERASING THE DISTANCE
4001 N RAVENSWOOD AVE SUITE 503C
CHICAGO
,
IL
60613
NONE
PC
"THAT NIGHT", DOCFEST2019, AND OUR STORY SHOWCASE
30,000
PORT TOWNSEND EDUCATION FOUNDATION
POBOX 1867
PORT TOWNSEND
,
WA
98368
NONE
PC
INCREASE FUNDS AVAILABLE FOR TEACHER-WRITTEN GRANTS.
20,000
GATHERINGPLACE
430 HUDSON ST 15
PORT TOWNSEND
,
WA
98368
NONE
PC
TO ACQUIRE NEEDED SUPPLIES AND EQUIPMENT TO FACILITATE OUR PROGRAMS FOR ADULTS WITH DISABILITIES.
10,000
GEENA DAVIS INSTITUTE ON GENDER IN MEDIA AT MOUNT SAINT MARY
10 CHESTER PLACE
LOS ANGELES
,
CA
90007
NONE
PC
TO SUPPORT SEE JANE SALONS AND GLOBAL SYMPOSIUMS OVER A ONE-YEAR PERIOD
20,000
JUMPING MOUSE CHILDREN'S CENTER
1809 SHERIDAN STREET
PORT TOWNSEND
,
WA
98368
NONE
PC
MENTAL HEALTH THERAPY SERVICES FOR CHILDREN FROM LOW-INCOME FAMILIES.
10,000
PORT TOWNSEND FILM INSTITUTE DBA PORT TOWNSEND FILM FESTIVAL
211 TAYLOR STREET SUITE 401-A
PORT TOWNSEND
,
WA
98368
NONE
PC
TO UPGRADE PORT TOWNSEND'S LARGEST HALL AS FULLY FUNCTIONAL SPACE FOR AFFORDABLE COMMUNITY EVENTS.
21,400
REGINA DOMINICAN HIGH SCHOOL
701 LOCUST ROAD
WILMETTE
,
IL
60091
NONE
PC
GATEWAY TO LEADERSHIP CAPITAL CAMPAIGN SECOND MILE - SCHOOL INFRASTRUCTURE AND PROGRAM DEVELOPMENT
25,000
AUTISM LIFETIME RESOURCES INC
16120 CHALFONT CIRCLE
DALLAS
,
TX
75248
NONE
PC
29 ACRES PHASE 1 CAPITAL CAMPGIN AND PROGRAMS IN SUPPORT SERVICES FOR ADULTS WITH AUTISM
61,400
GRANDMA'S HOUSE OF HOPE
1505 E 17TH STREET SUITE 116
SANTA ANA
,
CA
92705
NONE
PC
GHH IS DEDICATED TO PROVIDING HOUSING TO HOMELESS SENIORS, AND THOSE W/LIFE THREATENING ILLNESSES.
22,000
GREENLIGHT WOMEN
10100 SANTA MONICA BLVD SUITE 2200
LOS ANGELES
,
CA
90067
NONE
PC
BLACK HISTORY MONTH CELEBRATION WHICH PROMOTES DIVERSITY.
5,000
HOLY CROSS COLLEGE
54515 STATE ROAD 933 NORTH PO BOX
308
NOTRE DAME
,
IN
46556
NONE
PC
FINANCIAL AID AND SCHOLARSHIPS
5,000
IMAGINATION THEATER
4001 N RAVENSWOOD AVE STE 503-C
CHICAGO
,
IL
60613
NONE
PC
TO PROVIDE ASSEMBLY PROGRAMS, CLASSROOM WORKSHOPS, AND PROFESSIONAL DEVELOPMENT TO 2 SCHOOLS.
6,400
LET'S BUILD A CHURCH INC
24411 FERROCARRIL
MISSION VIEJA
,
CA
92691
NONE
PC
THE $5,000 GRANT WILL HELP SUPPLEMENT THE FUND TO BUILD THE PERIMETER WALL.
5,000
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVE
CHICAGO
,
IL
60611
NONE
PC
PROVIDE SCHOLARSHIP ASSISTANCE TO STUDENTS PARTICIPATING IN THE GANNON SCHOLARS PROGRAM.
9,400
MOUNT ST JOSEPH UNIVERSITY
5701 DELHI RD
CINCINNATI
,
OH
45233
NONE
PC
CENTENNIAL FIELDHOUSE FEATURING INDOOR PRACTICE FACILITIES AND A DEDICATED FITNESS CENTER.
10,000
ST COLETTA OF WISCONSIN
N4637 COUNTY ROAD Y
JEFFERSON
,
WI
53549
NONE
PC
TO HELP FUND, BUILD AND SUPPORT THE DEVELOPMENT OF A NEW COMMUNITY OF STATE- LICENSED GROUP HOMES.
25,000
ST FRANCIS OF ASSISI PRESCHOOL
11401 LEESVILLE ROAD
RALEIGH
,
NC
27613
NONE
PC
PLAYGROUND EQUIPMENT
11,400
UNIVERSITY OF NOTRE DAME
1251 NO EDDY STREET SUITE 300
SOUTH BEND
,
IN
46617
NONE
PC
TO INTRODUCE LOW-RESOURCED STUDENTS FROM CHRIST THE KING IN CHICAGO TO NOTRE DAME.
10,000
MARK ARTS (WICHITA CENTER FOR THE ARTS)
1307 NORTH ROCK ROAD
WICHITA
,
KS
67206
NONE
PC
THE FUNDS WILL GO TOWARD A NEW FACILITY AT AN OPTIMAL LOCATION, 400-SEAT MULTIPURPOSE ROOM, INDOOR GALLERY, ART AND EDUCATIONAL SPACES, NEW CULINARY ARTS TEACHING KITCHEN AND ADDITIONAL SPACE FOR SPECIAL EVENTS. THE CENTER WILL INCREASE SCHOLARSHIP OPPORTUNITIES FOR YOUTH AND ADULTS INTERESTED IN PURSUING ART EDUCATION.
19,520
CHURCH OF OUR LADY OF GRACE
5071 EDEN AVENUE
EDINA
,
MN
55436
NONE
PC
CAPITAL CAMPAING - SPACE IS NEEDED FOR MINISTRIES THAT FEED BODY, HEART AND MIND, MAKING JESUS CHRIST KNOWN AND LOVED.
71,750
FUNDAMENTAL LEARNING CENTER
2220 E 21ST ST N
WICHITA
,
KS
67214
NONE
PC
THIS BUILDING WILL HOUSE A LITERACY LABORATORY ACADEMY, TEACHER TRAINING CENTER, AND ADMINISTRATION.
15,000
HOLY SAVIOR CATHOLIC ACADEMY
4640 EAST 15TH STREET NORTH
WICHITA
,
KS
56208
NONE
PC
THE GRANT ASSISTS WITH PHASE II OF "BUILT OF OU LIVING STONES" CAMPAIGN.
71,750
OPERATION BREAKTHROUGH
3039 TROOST AVENUE
KANSAS CITY
,
MO
64109
NONE
PC
SUPPORT EARLY STEM FOR 250 PRESCHOOL CHILDREN THROUGH 8TH GRADE
21,750
SAINT THOMAS ACADEMY
949 MENDOTA HEIGHTS ROAD
MENDOTA HEIGHTS
,
MN
55120
NONE
PC
TO HELP STUDENTS WITH DEMONSTRATED FINANCIAL NEED EXPERIENCE THE QUALITY EDUCATION AT STA.
50,000
SEEDS OF HOPE OF NORTHERN COLORADO INC
1300 S STEELE STREET
DENVER
,
CO
80210
NONE
PC
TUITION ASSISTANCE FOR WORKING-CLASS FAMILIES CURRENTLY INELIGIBLE FOR HOPE SCHOLARSHIPS.
20,000
TIMOTHY P O'SHAUGHNESSY FOUNDATION
PO BOX 422
KECHI
,
KS
67067
NONE
PC
SCHOLARSHIP FUNDING FOR SELECTED STUDENTS. LIFELONG LEARNING SCHOLARSHIPS ARE $100,000 OVER TEN YRS
37,230
JAWAAHIR DANCE COMPANY
3010 MINNEHAHA AVE
MINNEAPOLIS
,
MN
55406
NONE
PC
ARTISTS' FEES, PRODUCTION COSTS FOR FALL 2019 THEATER SHOW AND CABARETS; COMMUNITY PERFORMANCES.
25,000
JEWISH COMMUNITY CENTER OF THE GREATER ST PAUL AREA
1375 ST PAUL AVENUE
ST PAUL
,
MN
55116
NONE
PC
BUILDING RENOVATION
30,000
CLEAN ENERGY LEADERSHIP INSTITUTE
1212 BROADWAY FLOOR 16
OAKLAND
,
CA
94612
NONE
PC
SUPPORT ANOTHER FULL-TIME EMPLOYEE TO EXPAND CELIS NETWORK AND PROGRAMS IN ADDITIONAL US GEOGRAPHIES
25,000
BEST ACADEMY
1300 OLSON MEMORIAL HWY
MINNEAPOLIS
,
MN
55411
NONE
PC
THE PROJECT'S PURPOSE IS TO CLOSE THE OPPORTUNITY GAP OF SCHOLARS BEING EXPOSED TO STRING MUSIC.
20,000
EARTHJUSTICE
50 CALIFORNIA ST SUITE 500
SAN FRANCISCO
,
CA
94111
NONE
PC
FIGHTING FOR PUBLIC LANDS, OCEANS, AND WILDLIFE; CLIMATE AND CLEAN ENERGY; AND HEALTHY COMMUNITIES.
25,000
AMERICAN COMPOSER'S FORUM
75 WEST 5TH STREET SUITE 522
ST PAUL
,
MN
55104
NONE
PC
SUPPORT OF A NEW COMMISSION AND PROGRAM ACTIVITIES FOR THE BANDQUEST PROGRAM.
10,000
CELTIC JUNCTION ARTS CENTER
836 PRIOR AVE NORTH
ST PAUL
,
MN
55104
NONE
PC
IRISH CULTURAL EDUCATIONAL PROGRAMMING AND OUTREACH.
10,000
CENTRO TYRON GUZMAN
1915 CHICAGO AVE
MINNEAPOLIS
,
MN
55404
NONE
PC
SIEMBRA EXPANSION; ELDERS MICROENTERPRISE; EDUCATIONAL ADVOCACY; NUTRITION; LGBTQ+ INCLUSIVITY.
17,000
CORNERSTONE MONTESSORI ELEMENTARY SCHOOL
1611 AMES AVENUE
ST PAUL
,
MN
55106
NONE
PC
OPERATING SUPPORT
10,000
FILMNORTH
550 VANDALIA ST STE 120
ST PAUL
,
MN
55114
NONE
PC
IN SUPPORT OF BURREN GIRL'S DOCUMENTARY - SEARCH FOR A WOMAN'S IMMIGRANT PAST WILL INSPIRE VIEWERS TO FIND/THEIR OWN HISTORIES.
28,000
INSTITUTE FOR CINEMA STUDIES
1027 GRANT STREET
SANTA MONICA
,
CA
90405
NONE
PC
OUTREACH, AUDIENCE ENGAGEMENT AND DISTRIBUTION OF THE FILM.
15,000
MONTESSORI AMERICAN INDIAN CHILDCARE CENTER
1909 E IVY AVE
ST PAUL
,
MN
55119
NONE
PC
WE ARE REQUESTING GENERAL OPERATING FUNDS TO SUPPORT STAFFING, OPERATING AND PROGRAMMING NEEDS.
10,000
MONTESSORI CENTER OF MINNESOTA
1611 AMES AVE
ST PAUL
,
MN
55106
NONE
PC
TO PROVIDE INCREASED ACCESS TO MONTESSORI EDUCATION THROUGH TRAINING, OUTREACH, AND SCHOLARSHIPS.
42,000
NORTHERN VOICES
1660 COUNTY ROAD B
WEST ROSEVILLE
,
MN
55113
NONE
PC
TEACHING YOUNG CHILDREN WITH HEARING LOSS HOW TO LISTEN AND SPEAK
10,000
PUBLIC ART ST PAUL
381 WABASHA ST
NORTH ST PAUL
,
MN
55102
NONE
PC
EARTH LAB WORKSHOPS ARE FREE, HIGH QUALITY ART + ENVIRONMENTAL LEARNING FOR LOW-INCOME YOUTH
10,000
VIOLETA MONTESSORI SCHOOL INC
290 BROADWAY
CAMBRIDGE
,
MA
02139
NONE
PC
TO EMPOWER UNDERSERVED FAMILIES TO SUPPORT THEIR CHILDREN'S EARLY DEVELOPMENT.
20,000
KANSAS UNIVERSITY ENDOWMENT ASSOCIATION
PO BOX 928
LAWRENCE
,
KS
66044
NONE
PC
SCHOLARSHIP SUPPORT- DAVID AND KATHY WYSONG SCHOLARSHIP IN JOURNALISM FOR STUDENT ATHLETES
5,000
ACCESS AFTERSCHOOL
PO BOX 819
CARBONDALE
,
CO
81623
NONE
PC
AFTERSCHOOL PROGRAMS THAT FOSTER YOUTH IN ENRICHMENT, ACADEMIC AND YOUTH DEVELOPMENT SKILLS.
8,000
ANDY ZANCA YOUTH EMPOWERMENT PROGRAM (AZYEP)
PO BOX 1945
CARBONDALE
,
CO
81623
NONE
PC
FUNDING WILL SUPPORT OUR COMMUNITY OUTREACH/ PROJECT COORDINATOR, INSTRUCTORS, AND YOUTH MENTORS
15,000
MARQUETTE UNIVERSITY
1250 W WISCONSIN AVENUE
MILWAUKEE
,
WI
53203
NONE
PC
TO PROVIDE SCHOLARSHIP SUPPORT FOR STUDENTS IN MARQUETTE'S PHYSICIAN ASSISTANT STUDIES PROGRAM
25,000
SACRED HEART SCHOOLS
6250 N SHERIDAN RD
CHICAGO
,
IL
60660
NONE
PC
TUITION ASSISTANCE ENDOWMENT, ENHANCE ACADEMIC PROGRAMS, AND CAMPUS ENHANCEMENTS.
25,000
COLORADO ANIMAL RESCUE INC (CARE)
2801 COUNTY ROAD 114
GLENWOOD SPRINGS
,
CO
81601
NONE
PC
PET FRIENDLY HOUSING INITIATIVE, VOLUNTEER ENGAGEMENT, COLLABORATIVE COMMUNITY SERVICE
5,000
UNIVERSITY OF KANSAS ENDOWMENT
PO BOX 928
LAWRENCE
,
KS
66044
NONE
PC
TO SUPPORT THE CANCER CENTER'S APPLICATION FOR NCI COMPREHENSIVE CANCER CENTER DESIGNATION.
25,000
UNIVERSITY OF KANSAS ENDOWMENT
PO BOX 928
LAWRENCE
,
KS
66044
NONE
PC
SCHOLARSHIP SUPPORT- DAVID AND KATHY WYSONG SCHOLARSHIP IN JOURNALISM FOR STUDENT ATHLETES
5,000
UNIVERSITY OF NOTRE DAME
1251 NO EDDY STREET SUITE 300
SOUTH BEND
,
IN
46617
NONE
PC
TO FURTHER SUPPORT AN ENDOWMENT FOR EXCELLENCE IN THE COLLEGE OF ARTS & LETTERS
20,000
VILLAGE OF VISION FOR HAITI FOUNDATION FEJ-USA
1730 SOUTH FEDERAL HWY BOX 224
DELRAY BEACH
,
FL
33483
NONE
PC
TO PROVIDE NECESSARY MEDICAL EVALUATION AND TREATMENT FOR CHILDREN CARED FOR AT THE FEJ ORPHANAGE
5,000
ALLIANCE FOR CHOICE IN EDUCATION
1201 EAST COLFAX AVENUE SUITE 302
DENVER
,
CO
80218
NONE
PC
A $20,000 DONATION WILL ALLOW UP TO 8 STUDENTS TO ATTEND THE PRIVATE SCHOOL OF THEIR CHOICE.
20,000
FLATHEAD VALLEY COMMUNITY FOUNDATION INC
777 GRANDVIEW DRIVE
KALISPELL
,
MT
59901
NONE
PC
EXPAND EDUCATIONAL, CULTURAL, HEALTH AND WELLNESS OPPORTUNITIES FOR STUDENTS AND COMMUNITY MEMBERS
104,000
FRIENDS OF SLAVENS SCHOOL (FOSS)
3000 S CLAYTON STREET
DENVER
,
CO
80210
NONE
PC
TO SUPPORT THE INNOVATIVE, COLLABORATIVE STEM PROGRAM AT SLAVENS K-8 SCHOOL
10,000
HOUSE OF THE GOOD SHEPHERD
PO BOX 13453
CHICAGO
,
IL
60613
NONE
PC
FAMILY VIOLENCE SHELTER/RECOVERY PROGRAMS PROMOTE HEALING AND INDEPENDENCE FOR SURVIVORS OF DV.
15,000
ST PIUS V PARISH
1919 SOUTH ASHLAND AVENUE
CHICAGO
,
IL
60608
NONE
PC
THE PROPOSED GRANT WOULD SUPPORT A TWO-YEAR PERSONAL DEVELOPMENT PROGRAM FOR 60 YOUTH.
10,000
THERE WITH CARE
2825 WILDERNESS PLACE SUITE 100
BOULDER
,
CO
80301
NONE
PC
THERE WITH CARE WILL USE THESE FUNDS TO SUPPORT PROGRAM SALARIES OF EMPLOYEES OVERSEEING VOLUNTEERS.
10,000
Total
.................................
3a
3,058,188
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
296,032
4
Dividends and interest from securities
....
14
1,418,759
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
5,975,427
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
7,690,218
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
7,690,218
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description