Civic Intelligence

Winsted Foundation

990PF • Fiscal year 2011 • EIN 41-2017445

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

Organization Profile

80 South Eighth Street 1800 IdsCenter55402

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • <$500k nonprofits • Source year 2011

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

$446,586

No earlier filing loaded for comparison.

Net Assets

$446,586

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$34,586

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2011

Assets$446,586

Liabilities$0

Net Assets$446,586

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2011

Revenue-

Expenses$34,586

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: May 14, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SALLY D CLEMENT	President/Director	-	$0	-	-
STEPHEN M CLEMENT III	VP/Sec/Treas	-	$0	-	-
JAMES M KARGES	Assistant Secretary	-	$0	-	-
THEODORE D CLEMENT	Director	-	$0	-	-
WINSTON W CLEMENT	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	GENERAL PURPOSE TO BE DETERMINED BY THE GRANTEE	501(C)(3)	MINNEAPOLIS, MN, US	$27,500

Filing and Contact Details

Filer

EIN: 41-2017445

Raw XML Appendix391 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
AccountingFeesSchedule/AccountingFees/Amount	0	920
AccountingFeesSchedule/AccountingFees/Category	0	OKABENA COMPANY
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	460
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	460
DistributionFromCorpusElection/Election	0	WINSTED FOUNDATION, EMPLOYER ID# 41-2017445, HEREBY ELECTS UNDER IRC REGULATIONS 53.4942(A)-3(D)(2) TO TREAT THE QUALIFYING DISTRIBUTIONS OF $16,814 MADE DURING 2011 AS DISTRIBUTIONS OUT OF CORPUS.
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	0	53500
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	1	206374
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	2	174109
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	OKABENA FIXED INCOME FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	1	OKABENA DIVERSIFIED EQUITY LLC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	2	OKABENA MARKETABLE ALTERNATIVES, LLC
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	0	52378
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	1	245155
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	2	135660
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	2	AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	4663
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount	0	11079
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount	0	382
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount	0	4217
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	20341
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome	0	0
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount	0	0
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	20341
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps	0	460
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	460
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	920
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	11079
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	27500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	27500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	4663
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	4663
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-14245
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm	0	135
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm	0	382
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss	0	382
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss	0	135
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	11079
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	13951
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps	0	25
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm	0	5528
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	5553
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm	0	4217
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss	0	4217
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	267
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	27985
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	6390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	34586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	20341
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	20341
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	485
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	6390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	7086
IRS990PF/BalanceSheets/CapitalStockBOY	0	0
IRS990PF/BalanceSheets/CapitalStockEOY	0	0
IRS990PF/BalanceSheets/CashBOY	0	258
IRS990PF/BalanceSheets/CashEOY	0	12603
IRS990PF/BalanceSheets/CashEOYFMV	0	12603
IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	464078
IRS990PF/BalanceSheets/InvestmentsOtherEOY	0	433983
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	433193
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY	0	3500
IRS990PF/BalanceSheets/OtherLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	460836
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	446586
IRS990PF/BalanceSheets/TotalAssetsBOY	0	464336
IRS990PF/BalanceSheets/TotalAssetsEOY	0	446586
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	445796
IRS990PF/BalanceSheets/TotalLiabilitiesBOY	0	3500
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	464336
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	446586
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	460836
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	446586
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	11079
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	OKABENA FIXED INCOME FUND, LLC (PASS THRU)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	OKABENA DIVERSIFIED EQUITY FUND, LLC (PASS THRU)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	OKABENA MARKETABLE ALTERNATIVES FUND, LLC (PASS THRU)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	OKABENA FIXED INCOME FUND, LLC (PASS THRU)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	OKABENA DIVERSIFIED EQUITY FUND, LLC (PASS THRU)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	5	OKABENA MARKETABLE ALTERNATIVES FUND, LLC (PASS THRU)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	-232
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	-1802
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	-48
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	3	-187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	4	13411
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	5	-63
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	-232
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	-48
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	3	-187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	4	13411
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	5	-63
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	2	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	3	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	4	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	5	P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-14245
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	5
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	446591
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	460836
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	446586
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	23777
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	23777
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	23777
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	24056
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	279
IRS990PF/DistributableAmount/TotalTax	0	279
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	279
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	279
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	279
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue	0	279
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	0
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	445796
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	488437
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	7429
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	0
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	7327
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	481008
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	24056
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	481110
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	488437
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	0.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	0.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	2	0.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	3	0.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	4	0.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	4	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	4	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	4	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	SALLY D CLEMENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	STEPHEN M CLEMENT III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	JAMES M KARGES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	THEODORE D CLEMENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	4	WINSTON W CLEMENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	PRESIDENT/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	VP/SEC/TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	ASSISTANT SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	3	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	4	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	80 SOUTH 8TH STREET 1800 IDS CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	80 SOUTH 8TH STREET 1800 IDS CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	80 SOUTH 8TH STREET 1800 IDS CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	3	80 SOUTH 8TH STREET 1800 IDS CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	4	80 SOUTH 8TH STREET 1800 IDS CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	MINNEAPOLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	MINNEAPOLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	MINNEAPOLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	MINNEAPOLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	4	MINNEAPOLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	MN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	MN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	2	MN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	3	MN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	4	MN
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	55402
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	3	55402
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	4	55402
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	28510
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	28370
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.058967
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.089285
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.092540
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.053717
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.040707
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.018586
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	481110
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	479048
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	451772
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	571937
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	630628
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	567361
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	140
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	27985
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	42772
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	41807
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	30723
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	25671
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	10545
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.294835
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	27985
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	27985
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	27985
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	OKABENA COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	6123397151
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	80 S 8TH ST 1800 IDS CENTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	MINNEAPOLIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	MN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	554024523
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	MN
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses1	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	27500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GENERAL PURPOSE TO BE DETERMINED BY THE GRANTEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	0	VARIOUS CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	DETAILED LIST AVAILABLE UPON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine2	0	REQUEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	55402
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	27500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	11171
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	23777
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	12606
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	12606
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	12606
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	16814
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	16814
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	27985
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	16814
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	12606
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	16814
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherDecreasesSchedule/OtherDecreases/Amount	0	5
OtherDecreasesSchedule/OtherDecreases/Description	0	BOOK/TAX ALLOCATION DIFFERENCE
OtherExpensesSchedule/OtherExpenses/Description	0	PORTFOLIO DEDUCTIONS-PASS THRU
OtherExpensesSchedule/OtherExpenses/Description	1	STATE OF MN FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	25
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	5528
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	5528
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	25
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	0
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	1	0
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	2	0
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	3	0
OtherIncomeSchedule2/OtherIncome/Description	0	OKABENA FIXED INCOME FUND
OtherIncomeSchedule2/OtherIncome/Description	1	OKABENA DIVERSIFIED EQUITY FUND, LLC
OtherIncomeSchedule2/OtherIncome/Description	2	OKABENA MARKETABLE ALTERNATIVES FD, LLC
OtherIncomeSchedule2/OtherIncome/Description	3	PRIOR YEAR PFIC
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	0
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	1	667
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	2	1863
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	3	1687
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	0
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	667
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	2	1863
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	3	1687
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue	0	3500
OtherLiabilitiesSchedule/OtherLiabilities/Description	0	NOTE PAYABLE
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue	0	0
TaxesSchedule/Taxes/Amount	0	267
TaxesSchedule/Taxes/Amount	1	211
TaxesSchedule/Taxes/Category	0	FOREIGN TAXES-PASS THRU
TaxesSchedule/Taxes/Category	1	EXCISE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	267
TaxesSchedule/Taxes/NetInvestmentIncome	1	0
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	412017445
ReturnHeader/Filer/Name/BusinessNameLine1	0	WINSTED FOUNDATION
ReturnHeader/Filer/NameControl	0	WINS
ReturnHeader/Filer/Phone	0	6123397151
ReturnHeader/Filer/USAddress/AddressLine1	0	80 SOUTH EIGHTH STREET 1800 IDS
ReturnHeader/Filer/USAddress/AddressLine2	0	CENTER
ReturnHeader/Filer/USAddress/City	0	MINNEAPOLIS
ReturnHeader/Filer/USAddress/State	0	MN
ReturnHeader/Filer/USAddress/ZIPCode	0	55402
ReturnHeader/Officer/AuthorizeThirdParty	0	0
ReturnHeader/Officer/DateSigned	0	2012-05-14
ReturnHeader/Officer/Name	0	JAMES M KARGES
ReturnHeader/Officer/Phone	0	6123397151
ReturnHeader/Officer/Title	0	ASST SEC
ReturnHeader/PreparerFirm/EIN	0	390758449
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	WIPFLI LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	7601 FRANCE AVENUE S 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	MINNEAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	55432
ReturnHeader/Preparer/Name	0	LORI HUME
ReturnHeader/Preparer/Phone	0	9525483400
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-05-14T10:03:53-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Assets: $446,586
Liabilities: $0
Net assets: $446,586
Revenue: -
Expenses: $34,586
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.56	$0.00	$4.56	$0.48	$0.33	$0.15
2023Summary only. Only limited summary data is available for this year.	$4.41	$0.00		$0.23	$0.33	$0.10
2022Detailed filing. Detailed filing data is available for this year.	$4.51	$0.00	$4.51	$0.07	$0.35	$0.27
2021Summary only. Only limited summary data is available for this year.	$4.79	$0.01		$0.69	$0.34	$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.44	$0.00	$4.44	$0.42	$0.32	$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.34	$0.00	$4.34	$0.40	$0.32	$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.26	$0.00	$4.26	$0.29	$0.32	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$4.61	$0.00	$4.61	$0.30	$0.32	$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.63	$0.00	$4.63	$0.40	$0.31	$0.09
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.54	$0.00	$4.54	$0.34	$0.29	$0.05
2012Detailed filing. Detailed filing data is available for this year.	$4.45	$0.00	$4.45		$0.17
2011Detailed filing. Detailed filing data is available for this year.	$4.47	$0.00	$4.47		$0.35