Civic Intelligence

David and Janis Larson Foundation

990T • Fiscal year 2021 • EIN 41-1957525

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization Profile
250 Marquette Avenue 520Minneapolis, MN 55401

(651) 330-5910

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $19,348,639Liabilities 2011: $02011Assets 2012: $18,519,411Liabilities 2012: $02012Assets 2013: $17,900,399Liabilities 2013: $02013Assets 2014: $25,190,722Liabilities 2014: $02014Assets 2015: $77,627,851Liabilities 2015: $02015Assets 2019: $139,906,379Liabilities 2019: $02019Assets 2020: $131,263,001Liabilities 2020: $0Net Assets 2020: $131,263,0012020Assets 2021: $140,490,181Liabilities 2021: $0Net Assets 2021: $140,490,1812021Assets 2022: $135,472,119Liabilities 2022: $0Net Assets 2022: $135,472,1192022Assets 2023: $136,723,733Liabilities 2023: $0Net Assets 2023: $136,723,7332023Assets 2024: $139,838,749Liabilities 2024: $0Net Assets 2024: $139,838,7492024

Latest loaded filing

2024

Assets$139,838,749
Liabilities$0
Net Assets$139,838,749
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $439,339Expenses 2011: $1,003,146Net Income 2011: -$563,8072011Revenue 2012: $555,698Expenses 2012: $1,263,794Net Income 2012: -$708,0962012Revenue 2013: $412,629Expenses 2013: $1,131,787Net Income 2013: -$719,1582013Revenue 2014: $9,935,324Expenses 2014: $172,560Net Income 2014: $9,762,7642014Revenue 2015: $53,781,375Expenses 2015: $1,059,977Net Income 2015: $52,721,3982015Revenue 2019: $12,182,445Expenses 2019: $9,270,768Net Income 2019: $2,911,6772019Revenue 2020: -$404,078Expenses 2020: $8,462,190Net Income 2020: -$8,866,2682020Revenue 2021: $17,624,052Expenses 2021: $8,534,002Net Income 2021: $9,090,0502021Revenue 2022: $5,520,335Expenses 2022: $10,522,687Net Income 2022: -$5,002,3522022Revenue 2023: $9,997,119Expenses 2023: $8,720,976Net Income 2023: $1,276,1432023Revenue 2024: $12,333,771Expenses 2024: $9,381,235Net Income 2024: $2,952,5362024

Latest loaded filing

2024

Revenue$12,333,771
Expenses$9,381,235
Net Income$2,952,536
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
David & Janis Larson Foundation
EIN
41-1957525
Phone
6513305910
Address
250 MARQUETTE AVENUE 520, MINNEAPOLIS, MN 55401

Signing Officer

Name
Joel Black
Title
Trustee
Phone
6517915915
Signed
2022-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Moss & Barnett Pa
Address
150 S 5TH STREET SUITE 1200, MINNEAPOLIS, MN 55402
Preparer
Cindy J Ackerman
Phone
6128775000
Raw XML Appendix105 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1041ScheduleI/NetExemptionAmt025700
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IRS1041ScheduleI/RelatedAdjustmentAmt0-1621
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt09144
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0JOEL BLACK FIRST TRUST COMPANY T
IRS990T/BooksInCareOfDetail/PhoneNum06513305910
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 MARQUETTE AVENUE SUITE 520
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
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IRS990T/OverpaymentSection/OverpaymentAmt07399
IRS990T/OverpaymentSection/RefundAmt00
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IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt062489
IRS990TScheduleA/TotUnrltTrdBusIncmAmt062489
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PASS-THROUGH UBTI FROM OKABENA PRIVATE MARKETS SCHEDULE K-1
IRS990TScheduleA/UBIBeforeNOLDedAmt062489
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IRS990T/Section199ADeductionAmt01621
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IRS990T/TotalDeductionAmt02621
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IRS990T/TotalTaxComputationAmt020469
IRS990T/TotalUBTIAmt059868
IRS990T/TotalUBTIBeforeNOLSpecificAmt062489
IRS990T/TotalUBTIBeforeSection199AAmt062489
IRS990T/TotalUBTIComputedAmt062489
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL BLACK
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ReturnHeader/BusinessOfficerGrp/PhoneNum06517915915
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID & JANIS LARSON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FIRST TRUST COMPANY LLC
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0411957525
ReturnHeader/Filer/PhoneNum06513305910
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 MARQUETTE AVENUE 520
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055401
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
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ReturnHeader/PreparerPersonGrp/PhoneNum06128775000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY J ACKERMAN
ReturnHeader/ReturnTs02022-11-03T12:40:09-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLACK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$140$0.00$140$12.3$9.38$2.95
2023Detailed filing. Detailed filing data is available for this year.$137$0.00$137$10.00$8.72$1.28
2022Detailed filing. Detailed filing data is available for this year.$135$0.00$135$5.52$10.5$5.00
2021Detailed filing. Detailed filing data is available for this year.$140$0.00$140$17.6$8.53$9.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$131$0.00$131$0.40$8.46$8.87
2019Summary only. Only limited summary data is available for this year.$140$0.00$12.2$9.27$2.91
2015Summary only. Only limited summary data is available for this year.$77.6$0.00$53.8$1.06$52.7
2014Summary only. Only limited summary data is available for this year.$25.2$0.00$9.94$0.17$9.76
2013Summary only. Only limited summary data is available for this year.$17.9$0.00$0.41$1.13$0.72
2012Summary only. Only limited summary data is available for this year.$18.5$0.00$0.56$1.26$0.71
2011Summary only. Only limited summary data is available for this year.$19.3$0.00$0.44$1.00$0.56