Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
HAPPY DANCING TURTLE
DBA RESILIENT LIVING COUNCIL
Number and street (or P.O. box number if mail is not delivered to street address)2331 DANCING WIND ROAD SUITE 1
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PINE RIVER, MN56474
A Employer identification number

20-4188279
B Telephone number (see instructions)

(218) 587-2303
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,052,496
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 12,865
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,922 1,922 1,922
4 Dividends and interest from securities... 212,904 212,904 212,904
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 88,091
b Gross sales price for all assets on line 6a 2,212,847
7 Capital gain net income (from Part IV, line 2)... 88,091
8 Net short-term capital gain......... 88,091
9 Income modifications...........  
10a Gross sales less returns and allowances 12,648
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 12,648 12,648
11 Other income (attach schedule)....... 22,772 -44,261 22,772
12 Total. Add lines 1 through 11........ 351,202 258,656 338,337
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,969 0 0 72,969
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 6,249 0 0 0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 11,074 0 0 11,074
c Other professional fees (attach schedule).... 41,096 26,504 0 5,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 5,761 0 0
20 Occupancy.............. 1,083 0 0 3,755
21 Travel, conferences, and meetings....... 3,694 0 0 4,727
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 370,993 7,979 35,420 490,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 512,919 34,483 35,420 588,025
25 Contributions, gifts, grants paid....... 5,113 5,113
26 Total expenses and disbursements. Add lines 24 and 25 518,032 34,483 35,420 593,138
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -166,830
b Net investment income (if negative, enter -0-) 224,173
c Adjusted net income (if negative, enter -0-)... 302,917
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 36,446 98,630 98,630
2 Savings and temporary cash investments......... 972,345 1,140,462 1,140,462
3 Accounts receivable bullet16,879
Less: allowance for doubtful accounts bullet   16,158 16,879 16,879
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 3,018 7,531 7,531
9 Prepaid expenses and deferred charges.......... 3,540 3,540 3,540
10a Investments—U.S. and state government obligations (attach schedule) 2,367,531 Click to see attachment2,200,178 2,200,178
b Investments—corporate stock (attach schedule)....... 4,361,370 Click to see attachment4,980,640 4,980,640
c Investments—corporate bonds (attach schedule)....... 250,000 Click to see attachment250,000 250,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,217,715 Click to see attachment2,335,639 2,335,639
14 Land, buildings, and equipment: basis bullet87,469
Less: accumulated depreciation (attach schedule) bullet68,472 23,542 Click to see attachment18,997 18,997
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,251,665 11,052,496 11,052,496
Liabilities 17 Accounts payable and accrued expenses.......... 43,668 39,705
18 Grants payable.................    
19 Deferred revenue................. 3,807 1,210
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment11,023 Click to see attachment17,886
23 Total liabilities (add lines 17 through 22)......... 58,498 58,801
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 10,193,167 10,993,695
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,193,167 10,993,695
30 Total liabilities and net assets/fund balances (see instructions). 10,251,665 11,052,496
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
10,193,167
2
Enter amount from Part I, line 27a .....................
2
-166,830
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
967,358
4
Add lines 1, 2, and 3 ..........................
4
10,993,695
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,993,695
Form 990-PF (2020)
Form 990-PF (2020)
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
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,212,847   2,124,756 88,091
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       88,091
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 88,091
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 88,091
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,116
c All other domestic foundations enter 1.39% 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 3,116
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 3,116
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,134
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 4,134
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,018
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,018 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.HAPPYDANCINGTURTLE.ORG
    14
    The books are in care ofbulletERIKA O'BRIEN Telephone no.bullet (218) 587-5001

    Located atbullet2331 DANCING WIND ROAD SUITE 1PINE RIVERMN ZIP+4bullet56474
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LYNN HUNT CHAIR
    20.00
    0 0 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    PAUL HUNT VICE CHAIR
    10.00
    0 0 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    RYAN HUNT SECRETARY/TREASURER
    10.00
    0 0 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    QUINN SWANSON EXECUTIVE DIRECTOR
    40.00
    72,969 6,249 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    BERNIE ROBERTS DIRECTOR
    0.50
    0 0 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    CHRIS LINDHOLM DIRECTOR
    0.50
    0 0 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    ERIKA BAILEY JOHNSON DIRECTOR
    0.50
    0 0 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    JENNIFER SMITH DIRECTOR
    0.50
    0 0 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    JOHN POSTON DIRECTOR
    0.50
    0 0 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    JULIE ANDERHOLM DIRECTOR
    0.50
    0 0 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    MOLLY ZINS DIRECTOR
    0.50
    0 0 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    DON HICKMAN DIRECTOR
    0.50
    0 0 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    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
    HARVEY CHAMBERLIN FOOD & WATER SECURIT
    40.00
    58,115 27,552 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    DAVID WILSON EMPLOYEE
    40.00
    50,804 13,723 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    NORA WOODWORTH EMPLOYEE
    40.00
    50,190 11,751 0
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PROVIDE AWARENESS AND UNDERSTANDING OF SUSTAINABLE LIVING BY FOSTERING ECOLOGICAL STEWARDSHIP AND RELATED ECONOMIC DEVELOPMENT THROUGH EDUCATION, DEMONSTRATIONS, LITERARY WORKS, TRAINING, WORKSHOPS, RESEARCH, AND BUSINESS INCUBATION. 397,865
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    7,360,554
    b
    Average of monthly cash balances.......................
    1b
    1,123,942
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,870,983
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,355,479
    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
    10,355,479
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    155,332
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,200,147
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    510,007
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    593,138
    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
    593,138
    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
    593,138
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
    2006-01-19
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    302,917 392,697 419,553 395,806 1,510,973
    b 85% of line 2a ......... 257,479 333,792 356,620 336,435 1,284,327
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    593,138 763,140 667,393 736,031 2,759,702
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
    0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    593,138 763,140 667,393 736,031 2,759,702
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
            0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
    340,005 298,684 279,702 281,325 1,199,716
    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) ....
            0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
            0
    (3) Largest amount of support
    from an exempt organization
            0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LYNN HUNT CHAIR
    2331 DANCING WIND ROAD SUITE 1
    PINE RIVER,MN56474
    (218) 587-2303
    bThe form in which applications should be submitted and information and materials they should include:
    REQUESTS MUST BE SUBMITTED IN WRITTEN FORM (EMAIL IS ACCEPTABLE) INCLUDING: CONTACT INFORMATION, PURPOSE AS RELATED TO THE MISSION OF HDT, DOLLAR AMOUNT REQUESTED, HOW SUPPORT WILL BE RECOGNIZED, AND POPULATION AND/OR GEOGRAPHIC AREA TO BE SERVED
    cAny submission deadlines:
    NO SET DEADLINES; APPLICATIONS ACCEPTED ON A ROLLING BASIS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SPONSORSHIPS & SUPPORT MUST BE ALIGNED WITH THE HAPPY DANCING TURTLE (HDT) MISSION OF PROMOTING SUSTAINABLE LIVING. HDT IS PRIMARILY FOCUSED ON DIRECT PROGRAMMING, AND COLLABORATIONS WITH OTHERS DOING WORK IN AREAS OF SUSTAINABLE LIVING. GIVING/SUPPORT IS GEOGRAPHICALLY FOCUSED IN THE AREA SURROUNDING PINE RIVER, MN.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    BRAINERD YMCA
    602 OAK ST
    BRAINERD,MN56401
      PC FLOOD DAMAGE 250
    CROSSLAKE AREA SENIOR SERVICES
    11171 SWANBURG DR
    PINE RIVER,MN56474
      PC 2020 EXPO 100
    INITIATIVE FOUNDATION
    405 FIRST ST SE
    LITTLE FALLS,MN56345
      PC GENERAL OPERATIONS 125
    KINSHIP PARTNERS INC
    910 PINE STREET PO BOX 642
    BRAINERD,MN56401
      PC 2020 TASTE OF THE LAKES TABLE SPONSOR 1,000
    LAKE AREA MUSIC FESTIVAL
    PO BOX 96
    BRAINERD,MN56401
      PC MUSIC FESTIVAL CO-SPONSORSHIP 500
    LAKES AREA HABITAT FOR HUMANITY
    PO BOX 234
    BRAINERD,MN56401
      PC ANNUAL DINNER SPONSORSHIP- DOOR TO TOMORROW 1,000
    NORTHLAND ARBOETUM
    14250 CONSERVATION DR
    BRAINERD,MN56474
      PC WILD AND SCENIC FILM FESTIVAL 538
    PINE RIVER AREA FOUNDATION
    PO BOX 131
    PINE RIVER,MN56474
      PC 2020 LAKE BLUEGRASS FESTIVAL GOLD SPONSOR 500
    PINE RIVER BACKUS FAMILY CENTER
    245 BARCLAY AVE
    PINE RIVER,MN56474
      PC FREE COMMUNITY MEALS 1,000
    PINE RIVER BACKUS SCHOOLS
    PO BOX 610
    PINE RIVER,MN56474
      GOV FAMILY FUN NIGHT 100
    Total .................................bullet 3a 5,113
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    aCLASSES AND EDUCATIONAL EVENTS         22,772
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 1,922  
    4 Dividends and interest from securities....     14 212,904  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 88,091  
    9 Net income or (loss) from special events:     01 -702  
    10 Gross profit or (loss) from sales of inventory         12,648
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 302,215 35,420
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    337,635
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A REVENUE FROM SERVICES PROVIDED TO INDIVIDUALS TO EDUCATE ABOUT SUSTAINABLE LIVING
    10 REVENUE FROM NON-PROGRAM RELATED SALES.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    HAPPY DANCING TURTLE
     
    DBA RESILIENT LIVING COUNCIL
    EIN:
    20-4188279
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 11,074 0 0 11,074

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HAPPY DANCING TURTLE
     
    DBA RESILIENT LIVING COUNCIL
    EIN:
    20-4188279
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WELSH FIXED INCOME 250,000 250,000

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HAPPY DANCING TURTLE
     
    DBA RESILIENT LIVING COUNCIL
    EIN:
    20-4188279
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIA GROUP LTD 2,850 2,850
    ALIABABA GROUP HOLDING LTD SPONS ADS 4,422 4,422
    BANCO BRADESCO S A SPON 936 936
    BEIERSDORF AG 1,243 1,243
    BOOKING HOLDINGS INC 2,227 2,227
    BRITISH AMERN TOBACCO 937 937
    BROADCOM INC 3,941 3,941
    CGI INC 3,966 3,966
    CSL LTD 991 991
    CANADIAN NATIONAL RAILWAY CO 3,076 3,076
    CARLSBERG AS SPONSORED 1,446 1,446
    CHINA MENGNIU DAIRY COMPANY 1,824 1,824
    CRITEO SA 1,067 1,067
    DEUTSCHE BOERSE AG 2,755 2,755
    FANUC CORP 1,531 1,531
    FLUTTER ENTERTAINMENT 3,338 3,338
    GRUPO AEROPORTUARIO DEL PACIFICO 1,781 1,781
    HDFC BANK LTD 3,758 3,758
    HEINEKEN NV 1,452 1,452
    HOYA CORP 2,221 2,221
    JD.COM 3,164 3,164
    KNORR BREMSE AG 2,128 2,128
    KOITO MANUFACTURING CO 2,321 2,321
    KOMATSU LTD 2,713 2,713
    KUEHNE & NAGEL INTL AG 2,502 2,502
    LVMH MOET HENNESSY LOUIS VUITTON 1,497 1,497
    MONDELEZ INTERNATIONAL 2,280 2,280
    NESTLE S A 3,063 3,063
    NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP 1,486 1,486
    NIDEC CORP 1,173 1,173
    NOVARTIS AG 1,039 1,039
    NOVO NORDISK AS 1,537 1,537
    OLYMPUS CORP 2,751 2,751
    OPEN TEXT CORP 1,637 1,637
    PERNOD RICARD S A 1,457 1,457
    PHILIP MORRIS INTL INC 3,063 3,063
    PROSUS N V 2,408 2,408
    ROCHE HOLDING LIMITED 2,893 2,893
    SMC CORP JAPAN 1,500 1,500
    SANDS CHINA LTD 2,574 2,574
    SANDVIK AB ADR 3,713 3,713
    SANOFI 1,409 1,409
    SCHNEIDER ELECTRIC SE 2,982 2,982
    SONY CORP 3,033 3,033
    TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 3,925 3,925
    TENCENT HOLDINGS LTD 3,307 3,307
    UNITED OVERSEAS BK LTD 1,025 1,025
    WAL-MART DE MEXICO S AB 3,686 3,686
    WOLTERS KLUWER N V 3,274 3,274
    YUM CHINA HOLDINGS INC 2,626 2,626
    AMCOR PLC 1,177 1,177
    ICON PLC 1,950 1,950
    LINDE PLC 1,581 1,581
    ALCON INC 1,518 1,518
    LOGITECH INTL SA 1,069 1,069
    ASML HOLDING NV 1,463 1,463
    ACCELERON PHARMA INC 3,071 3,071
    ACI WORLDWIDE INC 2,191 2,191
    ADVANCED ENERGY INDUSTRIES INC 1,648 1,648
    ARGENX SE 1,765 1,765
    ARISTA NETWORKS INC 2,615 2,615
    ARROWHEAD PHARMACEUTICALS INC 4,911 4,911
    ATRICURE INC 2,171 2,171
    BAUSCH HEALTH COMPANIES 3,661 3,661
    BEIGENE LTD 2,326 2,326
    BERRY GLOBAL GROUP INC 3,428 3,428
    BIOMARIN PHARMACEUTICAL INC 3,332 3,332
    BLACKLINE INC 1,734 1,734
    BLUEBIRD BIO INC 952 952
    CARDINAL HEALTH INC 1,393 1,393
    CARMAX INC 2,456 2,456
    CHAMPIONX CORP 2,402 2,402
    CHURCHILL DOWNS INC 1,948 1,948
    CITIZENS FINANCIAL GROUP INC 3,862 3,862
    COGNEX CORP 2,649 2,649
    DICKS SPORTING GOODS INC 2,248 2,248
    DOLBY LABORATORIES INC 3,497 3,497
    EMCOR GROUP INC 2,652 2,652
    ENTEGRIS INC 4,132 4,132
    ENESTNET INC 2,057 2,057
    ETSY INC 7,828 7,828
    EVERBRIDGE INC 1,789 1,789
    EXACT SCIENCES INC 1,987 1,987
    EXELIXIS INC 2,629 2,629
    FIBROGEN INC 1,187 1,187
    FORTINET INC 3,416 3,416
    FORTUNE BRANDS HOME & SECURITY INC 1,372 1,372
    GODADDY INC 3,484 3,484
    GRACO INC 2,315 2,315
    GUARDANT HEALTH INC 2,062 2,062
    GUIDEWIRE SOFTWARE INC 2,060 2,060
    JACK HENRY & ASSOCIATES 2,106 2,106
    HYATT HOTELS CORP 3,119 3,119
    IRHYTHM TECHNOLOGIES INC 4,507 4,507
    INARI MEDICAL INC 1,920 1,920
    INSPERITY INC 1,873 1,873
    LITHIA MOTORS INC CL A 1,463 1,463
    LIVE NATION ENTERTAINMENT INC 2,278 2,278
    MOHAWK INDUSTRIES INC 2,819 2,819
    MOLINA HEALTHCARE INC 2,978 2,978
    MOSAIC COMPANY NEW 2,830 2,830
    NEUROCRINE BIOSCNCS INC 2,205 2,205
    NEW YORK TIMES 3,106 3,106
    NORDSON CORP 2,813 2,813
    OKTA INC 3,560 3,560
    PVH CORP 3,192 3,192
    PAYCOM SOFTWARE INC 2,714 2,714
    PERFORMANCE FOOD GROUP 1,524 1,524
    POWER INTEGRATIONS INC 2,456 2,456
    QUALYS INC 3,047 3,047
    REINSURANCE GROUP AMERICA INC 2,318 2,318
    REVOLVE GROUP INC 1,964 1,964
    RITCHIE BROTHERS AUCTIONEERS INC 1,252 1,252
    SEAWORLD ENTERTAINMENT INC 2,306 2,306
    SEMTECH CORP 2,019 2,019
    SHOCKWAVE MEDICAL INC 1,867 1,867
    A O SMITH 2,631 2,631
    SYNCHRONY FINANCIAL 4,096 4,096
    TOPBUILD CORP 1,841 1,841
    TRACTOR SUPPLY CO 3,233 3,233
    UNIVERSAL DISPLAY CORP 2,298 2,298
    VERACYTE INC 1,811 1,811
    VIKING THERAPEUTICS INC 338 338
    WPX ENERGY INC 1,377 1,377
    ZENDESK INC 2,147 2,147
    ZYNGA INC 2,625 2,625
    NOVOCURE LTD 3,461 3,461
    AT&T INC 6,759 6,759
    ANHEUSER BUSCH INBEV 10,137 10,137
    ARCHER DANIELS MIDLAND COMPANY 6,553 6,553
    CISCO SYSTEMS INC 7,608 7,608
    COCA-COLA COMPANY 4,332 4,332
    DIGITAL REALTY TRUST INC 6,976 6,976
    DOW INC 12,044 12,044
    GENERAL MILLS INC 7,056 7,056
    GILEAD SCIENCES INC 2,563 2,563
    HANESBRANDS INC 11,591 11,591
    INTL BUSINESS MACHINES CORP 3,902 3,902
    JOHNSON & JOHNSON 7,554 7,554
    KIMBERLY CLARK CORP 6,876 6,876
    KINDER MORHAN INC DE 6,521 6,521
    MGM GROWTH PROPERTIES 9,797 9,797
    MCDONALDS CORP 8,583 8,583
    MERCK & COMPANY INC NEW 4,172 4,172
    MICROSOFT CORP 9,119 9,119
    NUTRIEN LTD 9,776 9,776
    PFIZER INC 7,252 7,252
    PROCTER & GAMBLE CO 8,070 8,070
    SOUTHERN COMPANY 7,802 7,802
    UNITED PARCEL SERVICE INC 11,956 11,956
    VERIZON COMMUNICATIONS INC 7,285 7,285
    WELLS FARGO & CO 8,903 8,903
    ABBOTT LABORATORIES 65,694 65,694
    BRISTOL MYERS SQUIBB 12,406 12,406
    COCA-COLA COMPANY 23,307 23,307
    MERCK & COMPANY INC NEW 8,180 8,180
    NOVARTIS AG 14,165 14,165
    PEPSICO INC 29,660 29,660
    PROCTER & GAMBLE CO 111,312 111,312
    SPDR S&P 500 ETF 5,234 5,234
    FIRST TRUST VALUE LINE 65,756 65,756
    SPDR S&P 500 ETF 5,608 5,608
    ALPHABET INC 3,505 3,505
    AMAZON.COM INC 6,514 6,514
    AMEDISYS INC 5,573 5,573
    ANALOG DEVICES INC 5,171 5,171
    ANSYS INC 6,548 6,548
    BLACKLINE INC 6,536 6,536
    CHEMED CORP NEW 4,793 4,793
    COSTAR GROUP INC 10,167 10,167
    DANAHER CORP 5,554 5,554
    ECOLAB INC 5,625 5,625
    FASTENAL CO 5,567 5,567
    FIVE BELOW INC 5,599 5,599
    GENTEX CORP 2,850 2,850
    GRAND CANYON EDUCATION INC 4,190 4,190
    GUIDEWIRE SOFTWARE INC 2,832 2,832
    HEALTHCARE SCVS GROUP 3,372 3,372
    HEICO CORP NEW 6,752 6,752
    JACK HENRY & ASSOCIATES 3,078 3,078
    IAC INTERACTIVE CORP 4,544 4,544
    IDEXX LABORATORIES INC 4,999 4,999
    MICROSOFT CORP 10,899 10,899
    NATIONAL INSTRUMENTS CORP 2,900 2,900
    NEOGEN CORP 1,824 1,824
    NETFLIX CORP 3,244 3,244
    NVIDIA CORP 4,178 4,178
    PAYCOM SOFTWARE INC 8,593 8,593
    PLURALSIGHT INC 1,614 1,614
    PROTO LABS INC 4,755 4,755
    RITCHIE BROTHERS AUCTIONEERS INC 7,233 7,233
    ROCHE HOLDING LIMITED 2,411 2,411
    ROLLINS INC 5,782 5,782
    SERVICENOW INC 4,403 4,403
    A O SMITH 1,590 1,590
    STARBUCKS CORP 5,563 5,563
    TELADOC HEALTH INC 4,199 4,199
    2U INC 1,360 1,360
    TYLER TECHNOLOGIES INC 7,857 7,857
    UNITEDHEALTH GROUP INC 4,559 4,559
    VEEVA SYSTEMS INC 7,079 7,079
    VERISK ANALYTICS INC 6,228 6,228
    VISA INC 3,718 3,718
    WEST PHARMACEUTICAL SERVICES INC 6,233 6,233
    IHS MARKIT LTD 4,671 4,671
    LINDE PLC 2,635 2,635
    GLOBANT S A 8,269 8,269
    ABBOTT LABORATORIES 1,971 1,971
    ADOBE INC 2,501 2,501
    ADVANCED MICRO DEVICES INC 1,467 1,467
    ALPHABET INC 5,258 5,258
    AMAZON.COM INC 9,771 9,771
    AMERICAN TOWER CORP NEW 1,571 1,571
    ANTHEM INC 1,605 1,605
    APPLE INC 14,331 14,331
    BANK OF AMERICA CORP 6,183 6,183
    CHARTER COMMUNICATIONS INC 3,308 3,308
    CITIGROUP INC 2,035 2,035
    COCA-COLA COMPANY 1,645 1,645
    CONOCOPHILLIPS 1,360 1,360
    CUMMINS INC 3,861 3,861
    DEERE & CO 2,421 2,421
    DELTA AIRLINES INC 1,649 1,649
    WALT DISNEY CO 5,617 5,617
    DISCOVER FINANCIAL SERVICES 4,889 4,889
    DOLLAR GENL CORP 1,682 1,682
    EOG RESOURCES INC 798 798
    FACEBOOK INC 4,917 4,917
    HOME DEPOT INC 2,391 2,391
    HONEYWELL INTL INC 5,105 5,105
    JPMORGAN CHASE & CO 3,431 3,431
    JOHNSON & JOHNSON 3,777 3,777
    ELI LILLY & CO 3,377 3,377
    LULULEMON ATHLETICA INC 2,784 2,784
    MICROSOFT CORP 11,788 11,788
    MICRON TECHNOLOGY INC 1,880 1,880
    MORGAN STANLEY 4,249 4,249
    NEXTERA ENERGY INC 2,777 2,777
    NIKE INC 3,254 3,254
    NORFOLK SOUTHERN CORP 5,465 5,465
    NVIDIA CORP 3,655 3,655
    PNC FINANCIAL SERVICES 1,937 1,937
    PALO ALTO NETWORKS INC 1,422 1,422
    PAYPAL HOLDINGS INC 3,513 3,513
    PEPSICO INC 1,335 1,335
    PROCTER & GAMBLE CO 1,670 1,670
    QUALCOMM INC 3,199 3,199
    ROCKWELL AUTOMATION INC 2,508 2,508
    SALESFORCE.COM INC 2,225 2,225
    SCHLUMBERGER LTD 1,921 1,921
    STANLEY BLACK & DECKER INC 1,786 1,786
    TARGET CORP 2,471 2,471
    UNION PACIFIC CORP 2,707 2,707
    UNITEDHEALTH GROUP INC 3,857 3,857
    VISA INC 5,906 5,906
    WALMART INC 1,586 1,586
    ZOETIS INC 1,655 1,655
    LINDE PLC 2,899 2,899
    MEDTRONIC PLC 3,514 3,514
    10X GENOMICS INC 7,222 7,222
    ADAPTIVE BIOTECHNOLOGIES CORP 8,988 8,988
    ADOBE INC 31,508 31,508
    ALPHABET INC CLASS A 52,579 52,579
    ALPHABET INC CLASS C 29,782 29,782
    AMAZON.COM INC 78,166 78,166
    AMERICAN WELL CORP 5,167 5,167
    AMPHENOL CORP 12,713 12,713
    APPLE INC 123,534 123,534
    APTIV PLC 9,120 9,120
    BIOMARIN PHARMACEUTICAL INC 5,700 5,700
    BOEING COMPANY 7,920 7,920
    BOSTON SCIENTIFIC CORP 13,481 13,481
    BRISTOL MYERS SQUIBB 11,692 11,692
    CHARLES SCHWAB CORP 12,305 12,305
    CHEGG INC 7,226 7,226
    COCA-COLA COMPANY 13,216 13,216
    CSX CORPORATION 4,810 4,810
    DANAHER CORP 12,895 12,895
    DEERE & CO 9,983 9,983
    ECOLAB INC 7,590 7,590
    ELI LILLY & CO 17,897 17,897
    ESTEE LAUDER COS INC 13,576 13,576
    ETSY INC 9,251 9,251
    FACEBOOK INC 59,549 59,549
    FIDELITY NATL INFO SVCS 16,692 16,692
    GUARDANT HEALTH INC 9,279 9,279
    HUBSPOT INC 10,704 10,704
    HUMANA INC 13,149 13,149
    ILLUMINA INC 12,210 12,210
    INSULET CORP 8,436 8,436
    INTERCONTINENTAL EXCHANGE INC 7,840 7,840
    INTUITIVE SURGICAL INC 12,272 12,272
    LAS VEGAS SANDS CORP 5,841 5,841
    LIVE NATION ENTERTAINMENT INC 8,156 8,156
    LULULEMON ATHLETICA INC 8,353 8,353
    MARTIN MARIETTA MATERIALS INC 4,544 4,544
    MARVELL TECHNOLOGY GROUP 8,949 8,949
    MASTERCARD INC 30,340 30,340
    MCDONALDS CORP 13,733 13,733
    MCCORMICK & CO 5,948 5,948
    MICROSOFT CORP 91,859 91,859
    MONDELEZ INTERNATIONAL 6,937 6,937
    MONSTER BEVERAGE CORP 9,248 9,248
    NETFLIX CORP 27,577 27,577
    NIKE INC 24,191 24,191
    NVIDIA CORP 36,032 36,032
    PAYPAL HOLDINGS INC 31,383 31,383
    PVH CORP 5,915 5,915
    QUALCOMM INC 37,780 37,780
    ROSS STORES INC 14,737 14,737
    SALESFORCE.COM INC 9,124 9,124
    SAREPTA THERAPEUTICS 8,184 8,184
    SEAGAN INC 11,209 11,209
    SERVICENOW INC 19,815 19,815
    SHERWIN-WILLIAMS CO 7,349 7,349
    SNAP INC 5,558 5,558
    SNOWFLAKE INC 6,191 6,191
    SPLUNK INC 14,101 14,101
    TESLA INC 37,401 37,401
    ULTA BEAUTY INC 11,486 11,486
    UNION PACIFIC CORP 12,910 12,910
    VEEVA SYSTEMS INC 7,895 7,895
    VERISK ANALYTICS INC 9,757 9,757
    VISA INC 48,777 48,777
    WALMART INC 10,852 10,852
    WEST PHARMACEUTICAL SERVICES INC 10,766 10,766
    WORKDAY INC 27,076 27,076
    AMERICAN TOWER CORP 10,832 10,832
    EQUINIX INC 9,284 9,284
    ASTRAZENECA PLC 6,649 6,649
    ATLASSIAN CORP 8,419 8,419
    GENMAB A/S SPONSORED 7,278 7,278
    LINDE PLC 7,378 7,378
    NXP SEMICONDUCTORS 14,021 14,021
    GS US EQUITY DIVIDEND & PREMIUM 1,114,308 1,114,308
    SPDR S&P 500 ETF TRUST 22,142 22,142
    ISHARES RUSSELL 2000 ETF 318,009 318,009
    GS INTERNATIONAL EQUITY INSIGHTS FUND CLASS P 895,753 895,753
    SALESFORCE.COM INC 6,676 6,676
    GOLDMAN SACHS BANK US DEPOSIT 26,496 26,496

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    HAPPY DANCING TURTLE
     
    DBA RESILIENT LIVING COUNCIL
    EIN:
    20-4188279
    US Government Securities - End of Year Book Value:

    2,200,178
    US Government Securities - End of Year Fair Market Value:

    2,200,178
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    HAPPY DANCING TURTLE
     
    DBA RESILIENT LIVING COUNCIL
    EIN:
    20-4188279
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STIFEL MUTUAL FUNDS FMV 352,743 352,743
    GRANITE EQUITY ALTERNATIVE INVESTMENTS FMV 1,982,896 1,982,896

    TY 2020 LandEtcSchedule2
    Name:
    HAPPY DANCING TURTLE
     
    DBA RESILIENT LIVING COUNCIL
    EIN:
    20-4188279
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE AND EQUIPMENT 48,723 43,158 5,565 5,565
    LEASEHOLD IMPROVEMENTS 38,746 25,314 13,432 13,432


    TY 2020 OtherExpensesSchedule
    Name:
    HAPPY DANCING TURTLE
     
    DBA RESILIENT LIVING COUNCIL
    EIN:
    20-4188279
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONTRACTED LABOR 329,296 0 35,420 355,953
    ADVERTISING 11,821 0 0 13,766
    SUPPLIES 1,495 0 0 1,088
    PROGRAM EXPENSES 14,101 0 0 107,621
    TELEPHONE 3,065 0 0 0
    POSTAGE AND SHIPPING 190 0 0 437
    DUES 789 0 0 789
    INSURANCE 4,587 0 0 4,587
    SUBSCRIPTIONS 2,077 0 0 1,711
    SPECIAL EVENTS 702 0 0 0
    MISCELLANEOUS 2,870 0 0 4,548
    GRANITE EQUITY K-1 EXPENSES 0 2,995 0 0
    WELSH/REGENCY HOSPITALITY FUND, LLC K-1 EXPENSES 0 4,984 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    HAPPY DANCING TURTLE
     
    DBA RESILIENT LIVING COUNCIL
    EIN:
    20-4188279
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    WELSH/REGENCY HOSPITALITY FUND, LLC K-1 0 -44,261 0
    CLASSES AND EDUCATIONAL EVENTS 22,772   22,772


    TY 2020 OtherIncreasesSchedule
    Name:
    HAPPY DANCING TURTLE
     
    DBA RESILIENT LIVING COUNCIL
    EIN:
    20-4188279
    Description Amount
    NET UNREALIZED GAIN ON INVESTMENTS 926,601
    PARTNERSHIP DISTRIBUTIONS 40,757


    TY 2020 OtherLiabilitiesSchedule
    Name:
    HAPPY DANCING TURTLE
     
    DBA RESILIENT LIVING COUNCIL
    EIN:
    20-4188279
    Description Beginning of Year - Book Value End of Year - Book Value
    FISCAL AGENT LIABILITY 11,023 17,886


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HAPPY DANCING TURTLE
     
    DBA RESILIENT LIVING COUNCIL
    EIN:
    20-4188279
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 35,971 26,504 0 0
    CONSULTING FEES 5,125 0 0 5,000