Civic Intelligence

Winsted Foundation

990PF • Fiscal year 2015 • EIN 41-2017445

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization Profile
80 South Eighth Street Ste 1800Minneapolis, MN 55402-4523

(612) 339-7151

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

31st percentile

-6.3%

Higher net margin than 31% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

47th percentile

-0.4%

Faster asset growth than 47% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$460,638

Down $1,894 (-0.4%) from 2014

Net Assets

Down

$460,638

Down $1,894 (-0.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Down

$30,344

Down $9,655 (-24%) from 2014

Expenses

Up

$32,248

Up $1,151 (+3.7%) from 2014

Net Income

Down

-$1,904

Down $10,806 (-121%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2011: $446,586Liabilities 2011: $0Net Assets 2011: $446,5862011Assets 2012: $445,226Liabilities 2012: $0Net Assets 2012: $445,2262012Assets 2013: $453,621Liabilities 2013: $0Net Assets 2013: $453,6212013Assets 2014: $462,532Liabilities 2014: $0Net Assets 2014: $462,5322014Assets 2015: $460,638Liabilities 2015: $0Net Assets 2015: $460,6382015Assets 2018: $426,244Liabilities 2018: $0Net Assets 2018: $426,2442018Assets 2019: $434,158Liabilities 2019: $0Net Assets 2019: $434,1582019Assets 2020: $443,920Liabilities 2020: $0Net Assets 2020: $443,9202020Assets 2021: $478,918Liabilities 2021: $5472021Assets 2022: $451,068Liabilities 2022: $0Net Assets 2022: $451,0682022Assets 2023: $441,465Liabilities 2023: $12023Assets 2024: $456,373Liabilities 2024: $0Net Assets 2024: $456,3732024

Highlighted filing

2015

Assets$460,638
Liabilities$0
Net Assets$460,638
Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

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

$100K$50K$0-$50KExpenses 2011: $34,5862011Expenses 2012: $16,6862012Revenue 2013: $34,146Expenses 2013: $29,033Net Income 2013: $5,1132013Revenue 2014: $39,999Expenses 2014: $31,097Net Income 2014: $8,9022014Revenue 2015: $30,344Expenses 2015: $32,248Net Income 2015: -$1,9042015Revenue 2018: $28,695Expenses 2018: $32,076Net Income 2018: -$3,3812018Revenue 2019: $40,230Expenses 2019: $32,335Net Income 2019: $7,8952019Revenue 2020: $41,948Expenses 2020: $32,187Net Income 2020: $9,7612020Revenue 2021: $68,540Expenses 2021: $34,080Net Income 2021: $34,4602021Revenue 2022: $7,247Expenses 2022: $34,538Net Income 2022: -$27,2912022Revenue 2023: $23,315Expenses 2023: $32,901Net Income 2023: -$9,5862023Revenue 2024: $48,179Expenses 2024: $33,238Net Income 2024: $14,9412024

Highlighted filing

2015

Revenue$30,344
Expenses$32,248
Net Income-$1,904
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY D CLEMENTPresident/Director-$0--
STEPHEN M CLEMENT IIIVP/Sec/Treas-$0--
JAMES M KARGESAssistant Secretary-$0--
THEODORE D CLEMENTDirector-$0--
WINSTON W CLEMENTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Winsted Foundation
EIN
41-2017445
Phone
6123397151
Address
80 SOUTH EIGHTH STREET STE 1800, MINNEAPOLIS, MN 55402-4523

Signing Officer

Name
James M Karges
Title
Asst Sec
Phone
6123397151
Signed
2016-11-11
Discuss with paid preparer
No

Preparer

Firm
Wipfli Llp
Address
7601 FRANCE AVENUE S 400, MINNEAPOLIS, MN 55435
Preparer
Lori Hume
Phone
9525483400
Raw XML Appendix397 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/AccountingFeesDetail/Amt01100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0OKABENA COMPANY
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0550
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0550
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CONTROLLED FOREIGN CORPORATION REPORTING-FORM 5471
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1CONTROLLED FOREIGN CORPORATION REPORTING-FORM 5471
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2INDIRECT CONTROLLING INTEREST IN A FOREIGN PARTNERSHIP-FORM 8865
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3INDIRECT CONTROLLING INTEREST IN A FOREIGN PARTNERSHIP-FORM 8865
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE TAXPAYER MAY BE REQUIRED TO FILE FORM 5471 FOR THE FOREIGN CORPORATION LISTED BELOW, BUT IS NOT DOING SO UNDER THE MULTIPLE FILERS EXCEPTION PURSUANT TO TREAS. REG. SECTION 1.6038-2(J). THE TAXPAYER'S FILING REQUIREMENT WILL BE SATISFIED BY:OKABENA FIXED INCOME FUND, LLC1800 IDS CENTER, MINNEAPOLIS, MN 55402EIN: 74-3049966THE RETURN WILL BE FILED IN OGDEN, UT.NAME OF FOREIGN CORPORATION(S):SIT OFFSHORE CUSTOM ALPHA SPC(B)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE TAXPAYER MAY BE REQUIRED TO FILE FORM 5471 FOR THE FOREIGN CORPORATION LISTED BELOW, BUT IS NOT DOING SO UNDER THE MULTIPLE FILERS EXCEPTION PURSUANT TO TREAS. REG. SECTION 1.6038-2(J). THE TAXPAYER'S FILING REQUIREMENT WILL BE SATISFIED BY:OKABENA DIVERSIFIED EQUITY FUND, LLC1800 IDS CENTER, MINNEAPOLIS, MN 55402EIN: 41-1563584THE RETURN WILL BE FILED IN OGDEN, UT.NAME OF FOREIGN CORPORATION(S):FRONTIER MARKET OPPORTUNITIES FUND, LTD.IVA GLOBAL FUND (CAYMAN)(US INVESTORS) LTD.SIT OFFSHORE CUSTOM ALPHA SPC(A)KALEIDOSCOPE PRISM OFFSHORE FUNDS LTD
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2DURING 2015, OKABENA MARKETABLE ALTERNATIVES FD, LLC HELD AN INDIRECT INTEREST IN A FOREIGN PARTNERSHIP VIA ITS INVESTMENT IN A CONTROLLED FOREIGN CORPORATION. TAX YEAR 2015 FORM 8865 FILING OBLIGATIONS HAVE BEEN MET BY OKABENA MARKETABLE ALTERNATIVES FD, LLC (OMAF).
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3DURING 2015, OKABENA SPECIAL OPPORTUNITIES FUND, LLC HELD AN INDIRECT INTEREST IN A FOREIGN PARTNERSHIP VIA ITS INVESTMENT IN A CONTROLLED FOREIGN CORPORATION. TAX YEAR 2015 FORM 8865 FILING OBLIGATIONS HAVE BEEN MET BY OKABENA SPECIAL OPPORTUNITIES FD, LLC (OSOF).
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt054146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1262073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2131200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OKABENA FIXED INCOME FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OKABENA DIVERSIFIED EQUITY LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OKABENA MARKETABLE ALTERNATIVES, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt052806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1268185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2141770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05037
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt013394
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0533
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt011380
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt030344
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030344
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013394
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05037
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05037
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1904
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0533
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0533
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013394
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024371
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05058
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt011380
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt011380
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0192
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0892
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05973
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030344
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0575
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05973
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-82
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt410594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-82
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt410594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0OKABENA FIXED INCOME FUND, LLC (PASS THRU)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1OKABENA DIVERSIFIED EQUITY FUND, LLC (PASS THRU)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2OKABENA MARKETABLE ALTERNATIVES FUND, LLC (PASS THRU)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3OKABENA FIXED INCOME FUND, LLC (PASS THRU)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4OKABENA DIVERSIFIED EQUITY FUND, LLC (PASS THRU)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5OKABENA MARKETABLE ALTERNATIVES FUND, LLC (PASS THRU)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013394
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1904
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0460638
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0462532
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0460638
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025181
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025181
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025181
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025668
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0487
IRS990PF/DistributableAmountGrp/TotalTaxAmt0487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0780
IRS990PF/FMVAssetsEOYAmt0475980
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010030
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013219
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013219
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0452502
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0447419
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0462761
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0462532
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0460638
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0462532
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0460638
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0475980
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0462532
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0460638
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0462532
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0460638
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0521180
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014027
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07818
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0507153
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025668
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0513362
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0521180
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SALLY D CLEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHEN M CLEMENT III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES M KARGES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THEODORE D CLEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WINSTON W CLEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASSISTANT SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt080 SOUTH 8TH STREET 1800 IDS CENTER
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0OKABENA COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt080 S 8TH ST 1800 IDS CENTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MINNEAPOLIS
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06123397151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE TO BE DETERMINED BY THE GRANTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0418
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025181
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0418
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DEDUCTIONS-PASS THRU
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05058
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt086
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt12839
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2434
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt38021
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OKABENA FIXED INCOME FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OKABENA DIVERSIFIED EQUITY FUND, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OKABENA MARKETABLE ALTERNATIVES FD, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc3PRIOR YEAR PFIC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt086
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt12839
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2434
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt38021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt086
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12839
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2434
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt38021
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX ALLOCATION DIFFERENCE
TaxesSchedule/TaxesDetail/Amt0192
TaxesSchedule/TaxesDetail/Amt1700
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES-PASS THRU
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0192
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M KARGES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST SEC
ReturnHeader/BusinessOfficerGrp/PhoneNum06123397151
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINSTED FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WINS
ReturnHeader/Filer/EIN0412017445
ReturnHeader/Filer/PhoneNum06123397151
ReturnHeader/Filer/USAddress/AddressLine1Txt080 SOUTH EIGHTH STREET STE 1800
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0554024523
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07601 FRANCE AVENUE S 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09525483400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI HUME
ReturnHeader/ReturnTs02016-11-11T15:46:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$460,638
Liabilities
$0
Net assets
$460,638
Revenue
$30,344
Expenses
$32,248
Net income
-$1,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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