Form 990 for tax year 2023
Filed by SHATTUCK - ST MARY'S SCHOOL FOUNDATION.
Totals
- Total revenue
- $458,122
- Total expenses
- $12,453
- Contributions and grants received
- $1,000
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $235,717
- Other revenue
- $221,405
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $12,453
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
1f · All other contributions, gifts and grants
$1,000
-
3 · Investment income
total $167,807 · excluded $167,807
-
7a · Gross sales of assets other than inventory
securities $611,693
-
7b · Less cost or other basis and sales expenses
securities $543,783
-
7c · Gain or loss
securities $67,910
-
7d · Net gain or loss
total $67,910 · excluded $67,910
-
11a · Other revenue: ANNUITY FORGIVEN
total $221,405 · excluded $221,405
-
11e · Other revenue, total
$221,405
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $12,453 · management and general $12,453
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $46,044 · end of year $58
-
11 · Investments: publicly traded securities
beginning of year $5,405,322 · end of year $1,781,811
-
15 · Other assets
end of year -$1,781,869
-
25 · Other liabilities
beginning of year $303,368
-
27 · Net assets without donor restrictions
beginning of year -$257,324
-
28 · Net assets with donor restrictions
beginning of year $5,405,322
Mission and programs · 2023
Mission
TO ADVANCE, SUPPORT, PROMOTE AND ADMINISTER CHARITABLE AND EDUCATIONAL ACTIVITIES, CAUSES AND PROJECTS OF EVERY KIND AND NATURE FOR THE EXCLUSIVE SUPPORT OF SHATTUCK - ST MARY'S SCHOOL, A MINNESOTA NON-PROFIT CORORATION.
-
MAKING OF GRANTS TO SHATTUCK-ST. MARY'S SCHOOL
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Scott J RybergSCOTT J RYBERG
CFO
- Total calculated
- $199,515
- From this org
- $0
- From related orgs
- $177,452
- Other
- $22,063
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $177,452 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $9,071 related
- Nontaxable benefits
- not reported + $12,992 related
- Filer's total
- not reported + $199,515 related
-
Perry MeadPERRY MEAD
INTERIM CHAI
- Total calculated
- $0
- Hours/week
- 1
-
Lev AlcottLEV ALCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sunny BowmanSUNNY BOWMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jesse BullJESSE BULL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
H G Jack DaneH G JACK DANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Kevin DeethKEVIN DEETH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael GergenMICHAEL GERGEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael JohnsonMICHAEL JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David MelroeDAVID MELROE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tamara NelsenTAMARA NELSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations 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.
-
501C3 · EDUCATION · MN
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
2 distributions to recipients named as people, $4,243,353 in total. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531339349308063
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