C C Criss Hattie B Munroe Fndn in Saint Paul, Minnesota (MN)

C C Criss Hattie B Munroe Fndn
Employer Identification Number (EIN)	476170400
Name of Organization	C C Criss Hattie B Munroe Fndn
In Care of Name	U S Bank National Assoc Tax Svcs
Address	PO BOX 64713, Saint Paul, MN 55164-0713
Activities	Non-exempt charitable trust described in section 4947(a)(1) of the Code
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Foundation	All organizations except 501(c)(3)
Exempt Organization Status	Trust described in section 4947(a)(2) of the IR Code
Tax Period	12/2013
Assets	$10,000,000 to $49,999,999
Income	$5,000,000 to $9,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$13,061,257
Amount of Income	$7,546,639
Form 990 Revenue Amount	$747,712

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$923,574	$923,574	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$48
Dividends and interest from securities	$371,836
Gross rents	$0
Gross sales price for all assets	$7,174,755
Gross profit from sales of goods	$0
Other income	$0
Other	$551,690
Total expenses and disbursements	$925,327	$89,772	$0	$814,184
Compensation of officers, directors, trustees, etc.	$107,346
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$0
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$132,972	$89,772		$21,829
Contributions, gifts, grants paid	$792,355
Excess of revenue over expenses and disbursements	$-1,753
Net investment income		$833,802
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$12,874,291	$13,904,612	$13,059,038	$14,254,375	$13,061,257	$14,829,947
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$1,268,991		$1,011,305		$1,018,861
Investments-corporate stock	$6,040,452		$7,212,292		$7,277,630
Investments-corporate bonds	$4,866,313		$4,350,869		$4,068,080
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$14,804		$8,331
Total liabilities	$1		$472		$4,439
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$472		$4,439
Total liabilities and net assets/fund balances	$12,874,291		$13,058,566		$13,056,818

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$373,053	$583,552	$551,690
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$13,569	$17,471	$8,338
Total credits and payments	$9,612	$13,572	$17,472
Current year estimated tax payments and previous year's overpayment credited to current year	$9,612	$13,572	$17,472
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$3,899	$0
Overpayment		$0	$9,134
Amount to be credited to next year's estimated tax	$0	$0	$2,085

	2011	2012	2013
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
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?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		Yes	Yes

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
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?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above 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?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year 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?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
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 this year?		No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
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?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$14,730,006	$14,226,896	$14,686,810
Net value of noncharitable-use assets		$14,013,493	$14,466,508
Minimum investment return	$725,453	$700,675	$723,325

	2011	2012	2013
Distributable Amount
Distributable amount	$711,884	$683,204	$714,987

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$711,884	$683,204	$714,987
Undistributed income for this year. This amount must be distributed in the next year	$57,685	$69,171	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$48	$0
Dividends and interest from securities	$371,836	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend C C Criss Hattie B Munroe Fndn to others? (optional)

Yes

Add photo of C C Criss Hattie B Munroe Fndn (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (18.225.175.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Twin Cities Mobile Jazz Project in Saint Paul, MN
Thanksgiving Meals On Wheels Inc in Saint Paul, MN
Empower Nepal Foundation in Saint Paul, MN
Midwest Vipassana Association, Minnesota Vipassana Association in Saint Paul, MN
Veterans Of Foreign Wars Post 2766 in Breckenridge, MN
Stalker Lake Sportsmens Club Inc in Dalton, MN
Riverside Cemetery Association in Breckenridge, MN
Cuyuna Range Housing Inc in Ironton, MN
Pets Abandoned Wanting Support in Motley, MN
Urban Agriculture International Program Inc in St Paul, MN

Recently Added Reviews

Twin Cities Mobile Jazz Project in Saint Paul, MN

Thanksgiving Meals On Wheels Inc in Saint Paul, MN

Empower Nepal Foundation in Saint Paul, MN

Midwest Vipassana Association, Minnesota Vipassana Association in Saint Paul, MN

Veterans Of Foreign Wars Post 2766 in Breckenridge, MN

Stalker Lake Sportsmens Club Inc in Dalton, MN

Riverside Cemetery Association in Breckenridge, MN

Cuyuna Range Housing Inc in Ironton, MN

Pets Abandoned Wanting Support in Motley, MN

Urban Agriculture International Program Inc in St Paul, MN

Id	Name	Address	State	Established	Total Income
Other organizations in Minnesota
1	Butzow Family Foundation	9714 Brassie Cir, Eden Prairie, MN 55347-2938	MN	2007-12	$1,214,941
2	Buuck Family Foundation, Buuck Family Foundation 11007600	90 S 7th St Ste 5300, Minneapolis, MN 55402-4120	MN	1995-09	$3,724,424
3	Buusa Gonofa International	PO BOX 141452, Minneapolis, MN 55414-0329	MN	2007-04	$12,072
4	Healing Haiti	2629 S Shore Blvd # 2, Saint Paul, MN 55110-3951	MN	2007-08	$2,282,459
5	Buyck Community Fire Protection Association Incorporated	Countty Road 24, Buyck, MN 55771	MN	1982-06	$55,504
6	Buyers Health Care Action Group	7900 International Drive No 1080, Bloomington, MN 55425-2434	MN	2007-08	$1,600,220
7	Bwbr Foundation	380 St Peter Street, St Paul, MN 55102-1313	MN	2008-02	$230,709
8	Byron Area Chamber Of Commerce	Po Box 764, Byron, MN 55920	MN	1993-02	$0
9	Byron Snow Bears Inc	PO BOX 743, Byron, MN 55920-0743	MN	2009-11	$117,736
10	Byron Sportsmen And Conservation Club	PO BOX 592, Byron, MN 55920-0592	MN	1986-01	$87,742
11	C C Criss Hattie B Munroe Fndn	PO BOX 64713, Saint Paul, MN 55164-0713	MN		$7,546,639
12	C E Shoblom Charitable Trust	222 W Superior St, Duluth, MN 55802-1938	MN	1967-08	$304,325
13	C Mildred Speranza Scholarship Tr 42-8539-00-1	PO BOX 64713, Saint Paul, MN 55164-0713	MN	2002-04	$336,611
14	C O P E Inc	1315 E 24th St, Minneapolis, MN 55404-3975	MN	1984-01	$351,024
15	C P & Irene Olson Trust	1100 W St Germain Street, St Cloud, MN 56301-3403	MN	1990-05	$88,493
16	C Paul & Irene G Venables Foundation Est Local I-M	102 E 3rd St, Winona, MN 55987-3416	MN	1988-08	$163,122
17	C Walton And Richard C Lillehei Surgical Society, Lillehei Surgical Society	420 Delaware Street Se Mmc 220, Minneapolis, MN 55455	MN	1986-07	$27,465
18	C3 Hawks Youth Lacrosse Association	PO BOX 253, Chaska, MN 55318-0253	MN	2006-02	$133,132
19	Caballeros Del Norte Inc	14609 Innsbrook Ln, Burnsville, MN 55306-6460	MN	1983-05	$48,444
20	Cabinet Makers Assoc	1700 94th Ln Ne, Minneapolis, MN 55449-4351	MN	2001-08	$191,216

NonProfitFacts.com is not associated with, endorsed by, or sponsored by C C Criss Hattie B Munroe Fndn and has no official or unofficial affiliation with C C Criss Hattie B Munroe Fndn