Skip to content
Nonprofiteer
← H S HENTON TRUST FOR U OF M

Form 990 for tax year 2024

Filed by H S HENTON TRUST FOR U OF M.

Totals

Total revenue
$507,991
Total expenses
$491,163
Contributions and grants received
$0
Grants paid
$362,060
Program service revenue
$0
Investment income
$386,676
Other revenue
$121,315
Total assets, end of year
$8,378,520
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,378,520
Program services expenses (Part IX)
$375,696
Management and general expenses
$115,467
Fundraising expenses
$0
Program service expenses (Part III)
$373,626

Program services were 76.5% 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 $312,200 · related or exempt $0 · unrelated business $0 · excluded $312,200

  • 6a · Gross rents

    real property $120,720

  • 6b · Less rental expenses

    real property $1,452

  • 6c · Rental income or loss

    real property $119,268

  • 6d · Net rental income or loss

    total $119,268 · excluded $119,268

  • 7a · Gross sales of assets other than inventory

    securities $2,022,380

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

    securities $1,947,904

  • 7c · Gain or loss

    securities $74,476

  • 7d · Net gain or loss

    total $74,476 · excluded $74,476

  • 11a · Other revenue: OTHER INCOME

    total $2,047 · excluded $2,047

  • 11e · Other revenue, total

    $2,047

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $362,060 · program services $362,060

  • 5 · Compensation of officers, directors and key employees

    total $114,864 · program services $11,486 · management and general $103,378

  • 11a · Fees: management

    total $0 · management and general $0

  • 11c · Fees: accounting

    total $2,070 · program services $2,070

  • 11f · Fees: investment management

    total $7,573 · management and general $7,573

  • 11g · Fees: other

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

  • 24a · Other expenses: FOREIGN TAX PAID

    total $4,288 · management and general $4,288

  • 24b · Other expenses: FILING FEE/STATE TAX

    total $80 · program services $80

  • 24c · Other expenses: INVESTMENT EXPENSES - INTEREST

    total $157 · management and general $157

  • 24d · Other expenses: INVESTMENT EXPENSES - ADR FEES

    total $71 · management and general $71

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $630,834 · end of year $276,914

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

    $161,319

  • 10c · Land, buildings and equipment, net

    beginning of year $161,319 · end of year $161,319

  • 11 · Investments: publicly traded securities

    beginning of year $7,567,887 · end of year $7,940,287

  • 29 · Capital stock, trust principal or current funds

    beginning of year $8,521,359 · end of year $8,378,520

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$161,319

Mission and programs · 2024

Mission

TO SUPPORT THE UNIVERSITY OF MINNESOTA FOUNDATION

  • TO SUPPORT THE UNIVERSITY OF MINNESOTA FOUNDATION

    Expenses $373,626 · Grants $362,060

As filed on the 2024 return.

Listed in Part VII

  • LAWRENCE A LAUKKA

    CO-TRUSTEE

    Total calculated
    $0

  • ROBERT E BUUCK

    CO-TRUSTEE

    Total calculated
    $0

  • WELLS FARGO BANK NA

    TRUSTEE

    Total calculated
    $114,864
    From this org
    $114,864
    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

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
2024
Filed
13 January 2026
IRS schema version
2024v5.2
Source object
202610139349301446

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.