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Nonprofiteer
← ANDERSEN BOOK TRUST

Form 990 for tax year 2022

Filed by ANDERSEN BOOK TRUST.

Totals

Total revenue
$34,381
Total expenses
$139,516
Contributions and grants received
$0
Grants paid
$120,000
Program service revenue
$0
Investment income
$34,285
Other revenue
$96
Total assets, end of year
$2,408,781
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,408,781
Program services expenses (Part IX)
$124,632
Management and general expenses
$14,884
Fundraising expenses
$0
Program service expenses (Part III)
$124,632

Program services were 89.3% 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 $34,992 · excluded $34,992

  • 7a · Gross sales of assets other than inventory

    securities $1,751,174

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

    securities $1,751,881

  • 7c · Gain or loss

    securities -$707

  • 7d · Net gain or loss

    total -$707 · excluded -$707

  • 11a · Other revenue: OTHER INCOME

    total $96 · excluded $96

  • 11e · Other revenue, total

    $96

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $120,000 · program services $120,000

  • 5 · Compensation of officers, directors and key employees

    total $16,246 · program services $3,249 · management and general $12,997

  • 11b · Fees: legal

    total $608 · program services $608

  • 11c · Fees: accounting

    total $750 · program services $750

  • 11f · Fees: investment management

    total $1,172 · management and general $1,172

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0

  • 24a · Other expenses: FOREIGN TAXES

    total $646 · management and general $646

  • 24b · Other expenses: ADR FEES

    total $69 · management and general $69

  • 24c · Other expenses: STATE FILING FEE

    total $25 · program services $25

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $43 · end of year $347

  • 2 · Savings and temporary cash investments

    beginning of year $138,082 · end of year $565,671

  • 11 · Investments: publicly traded securities

    beginning of year $2,375,277 · end of year $1,841,640

  • 15 · Other assets

    beginning of year $511 · end of year $1,123

  • 29 · Capital stock, trust principal or current funds

    beginning of year $2,513,913 · end of year $2,408,781

Mission and programs · 2022

Mission

OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE UNIVERSITY OF MINNESOTA FOUNDATION FOR THE BENEFIT OF THE ANDERSEN HORTICULTURAL LIBRARY AND THE ELMER L. ANDERSEN ENDOWMENT FOR THE SPECIAL COLLECTIONS OF THE LIBRARY OF THE UNIVERSITY OF MINNESOTA

  • SUPPORTED THE COLLECTION ENHANCEMENT, PRESERVATION, AND OUTREACH ACTIVITIES OF THE ARCHIVES AND SPECIAL COLLECTIONS AND THE ANDERSEN HORTICULTURAL LIBRARY OF THE UNIVERSITY OF MINNESOTA

    Expenses $124,632 · Grants $120,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JULIAN ANDERSEN

    TRUSTEE

    Total calculated
    $0

  • KATHLEEN PICKARD

    TRUSTEE

    Total calculated
    $0

  • U S BANK NA

    TRUSTEE

    Total calculated
    $16,246
    From this org
    $16,246
    From related orgs
    $0
    Other
    $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

  • UNIVERSITY OF MINNESOTA FOUNDATION

    $120,000

    COLLECTION ENHANCEMENT, PRESERVATION AND PROGRAM- MATIC OUTREACH OF THE SPECIAL COLLECTIONS AND THE ANDERSEN HORTICULTURAL LIBRARY OF THE UNIV OF MINN.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
17 October 2023
IRS schema version
2022v5.0
Source object
202303119349302935

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