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The Shared Fund EIN 41-1797725 Form 990 (PDF) Claim this org

The Shared Fund FY2020 filing

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A private foundation based in Bloomington, MN. It reported about $29K in revenue for 2020. For fiscal year 2020 it reported $29K in revenue, $145K in expenses, and $2.6M in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Bloomington, MN
Filings
6 on file (2020–2020)
Revenue
$29KFY2020
Expenses
$145K
Net assets
$2.6M
People
0
Filings
6
Updates
0
More identity details & actions ⌄
EIN  41-1797725 Private foundation / grantmaker Bloomington, MN
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →
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Size
<$100K
What they do
A private foundation based in Bloomington, MN. It reported about $29K in revenue for 2020.
Money in and out
$29K revenue, $145K expenses
Bottom line
—
Grants paid & assets · FY2020
Total revenue
$29K
Pt VIII · Ln 12
Total expenses
$145K
Pt IX · Ln 25
Net assets
$2.6M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$116K
Total assets
2.6M
deployed as grants and operations
Grants paid
140K
in FY2020
Grants made
47grants
total in period
Payout rate
5%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 47 grants · $218K · 2025–2025
Various CharitableFY2025$55,000
San Diego Symphony OrchestraFY2025$25,000
Planned ParenthoodFY2025$12,000
North Coast Repertory TheatreFY2025$10,000
Avera Health FoundationFY2025$7,500
Desire Childcare OrganizationFY2025$5,100
California Community FoundationFY2025$5,000
Unidos Mn Education FundFY2025$5,000
Shir TikvahFY2025$5,000
Regional Food Bank of OklahomaFY2025$5,000
Glass Wing InternationalFY2025$5,000
Gillette Childrens FoundationFY2025$5,000
Voices for ChildrenFY2025$5,000
Seeds Worth SewingFY2025$5,000
Ndn CollectiveFY2025$5,000
Mingei International MuseumFY2025$5,000
Conflict Resolution CenterFY2025$5,000
Abundance Educational InstituteFY2025$5,000
See all 47 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$5K
Median grantPart XV$2K
Largest grantPart XV$55K

Summary of the Filing

Part I · fiscal year 2020 · Form 990-PF
Revenue
$29K
FY2020
Expenses
$145K
FY2020
Total assets
$2.6M
FY2020
Total liabilities
$0
FY2020
Total revenue
$29K
Pt VIII · Ln 12
Total expenses
$145K
Pt IX · Ln 25
Net assets
$2.6M
Pt X · Ln 32
Total assetsPt II$2.6M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CThe Shared Fund
EINHdr · item D41-1797725
Principal addressHdr · item CBloomington, MN
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MMN
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20J)
Ruling yearIRS BMFFeb 1995

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Officers, directors & key employeesPt VII · Sec ANot reported
See The Shared Fund executive salaries →

Statement of Revenue

Part VIII
Investment income100%$29K
Total revenueLn 12$29K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.97 Operating & administrative $0.03
Grants & contributions paid97%$140K
Operating & administrative3%$5K
Total functional expensesLn 25$145K

Balance Sheet

Part X · end of year
CashLn 1$108K
Total assetsLn 16$2.6M
Total liabilitiesLn 26$0
Total net assetsLn 32$2.6M
Months of cash on handcomputed9.0

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $2.6M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $29K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $29K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $29K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $2.6M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $29K · Expenses $145K
-403%
Liabilities-to-Assets
Total liabilities — · Total assets $2.6M
—
Net-asset ratio
Net assets $2.6M · Total assets $2.6M
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $145K
No individual compensation reported on this filing
Personnel share
not reported

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown. Peer cohort: .

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$1.6M revenue · ⤓ 990 PDF
FY2024$299K revenue · ⤓ 990 PDF
FY2023$330K revenue · ⤓ 990 PDF
FY2022$238K revenue · ⤓ 990 PDF
FY2021$110K revenue · ⤓ 990 PDF
FY2020$29K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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