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Nonprofiteer
← MINNESOTA VETERANS 4 VETERANS TR UA

Form 990 for tax year 2023

Filed by MINNESOTA VETERANS 4 VETERANS TR UA.

Totals

Total revenue
$508,603
Total expenses
$250,965
Contributions and grants received
$0
Grants paid
$190,858
Program service revenue
$0
Investment income
$391,366
Other revenue
$117,237
Total assets, end of year
$4,474,170
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,474,170
Program services expenses (Part IX)
$190,858
Management and general expenses
$60,107
Fundraising expenses
$0
Program service expenses (Part III)
$190,858

Program services were 76.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $138,190 · related or exempt $138,190

  • 7a · Gross sales of assets other than inventory

    securities $1,757,697 · other assets $77

  • 7b · Less cost or other basis and sales expenses

    securities $1,504,598

  • 7c · Gain or loss

    securities $253,099 · other assets $77

  • 7d · Net gain or loss

    total $253,176 · related or exempt $253,176

  • 11a · Other revenue: CARILLON FUND

    total $115,428 · related or exempt $115,428

  • 11b · Other revenue: GREAT RIVER ENERGY

    total $1,251 · related or exempt $1,251

  • 11c · Other revenue: DONATIONS

    total $303 · related or exempt $303

  • 11d · All other revenue

    total $255 · related or exempt $255

  • 11e · Other revenue, total

    $117,237

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $190,858 · program services $190,858

  • 11b · Fees: legal

    total $155 · management and general $155

  • 11c · Fees: accounting

    total $2,570 · management and general $2,570

  • 11f · Fees: investment management

    total $43,913 · management and general $43,913

  • 13 · Office expenses

    total $6,286 · management and general $6,286

  • 19 · Conferences, conventions and meetings

    total $7,183 · management and general $7,183

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,990 · end of year $31,488

  • 2 · Savings and temporary cash investments

    end of year $106,999

  • 10a · Land, buildings and equipment: cost or other basis

    $955

  • 10b · Land, buildings and equipment: accumulated depreciation

    $955

  • 11 · Investments: publicly traded securities

    end of year $670,000

  • 12 · Investments: other securities

    beginning of year $4,202,542 · end of year $3,665,683

  • 31 · Retained earnings, endowment or other funds

    beginning of year $4,216,532 · end of year $4,474,170

Mission and programs · 2023

Mission

THE MINNESOTA VETERANS 4 VETERANS TRUST FUND HELPS MINNESOTA VETERANS INTERGRATE INTO SOCIETY, AND LEAD HEALTHIER AND INDEPENDENT LIVES BY FUNDING PROGRAMS FOR VETERAN ORGANIZATIONS IN THE STATE OF MINNESOTA.

  • OUTREACH PROGRAMS FOR VETERANS

    Expenses $40,000 · Grants $40,000

  • RECREATION PROGRAMS FOR VETERANS

    Expenses $49,258 · Grants $49,258

  • GRANTS FOR VETERANS SERVICES OTHER THAN OUTREACH PROGRAMS AND OR RECREATION

    Expenses $101,600 · Grants $101,600

As filed on the 2023 return.

Listed in Part VII

  • Dean Ascheman

    ADMIN OFFICE

    Total calculated
    $0

  • Lauri Brooke

    PAST CHAIRWO

    Total calculated
    $0

  • Larry Herke

    TRUSTEE

    Total calculated
    $0

  • Curt Hermanson

    TRUSTEE

    Total calculated
    $0

  • Dale Hoogeveen

    CHAIRMAN

    Total calculated
    $0

  • Mike McElhiney

    TRUSTEE

    Total calculated
    $0

  • Donald Packake

    SECRETARY

    Total calculated
    $0

  • Greg Peterson

    TREASURER

    Total calculated
    $0

  • Darrel Redepenning

    TRUSTEE

    Total calculated
    $0

  • Reggie Worlds

    TRUSTEE

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
24 June 2024
IRS schema version
2023v5.0
Source object
202421769349300717

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