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Andersen Book Trust FY2021 filing

Milwaukee, WIUnknown exempt organizationEIN 41-6471330Revenue $314K in FY2021

On file with the IRSPo Box 0634 · Milwaukee, WI

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Operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of the university of minnesota foundation for the benefit of the Andersen horticultural library and the elmer l. Andersen endowment for the special collections of the library of the university of minnesota

95¢ of each $1 spent went to programs.
$26K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average deficit $582K a year · 437% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$26K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
11 mo
of spending, in cash
Looks good: 10.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 3 voting members
Looks good: 2 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$314K
+95% vs prior year
Spent
$156K
To programs
95%
Net assets
$2.5M
By yearFY2020–FY2023
Revenue
$314K
FY2021▲ +95%
Tap a bar for its year
Revenue by fiscal year
FY2020$161K
FY2021$314K
FY2022$34K
FY2023$24K
Expenses
$156K
FY2021▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$146K
FY2021$156K
FY2022$140K
FY2023$2.4M
Net assets
$2.5M
FY2021▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.4M
FY2021$2.5M
FY2022$2.4M
FY2023$0

From the FY2021 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $148K Management & general 5% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990; $26K paid to officers and key staff.

Part VII, Section A · reportable compensation
$26,060Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022FY2021FY2020
U S Bank NA$31,257$16,246$26,060$22,932

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Andersen Book Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports the University of Minnesota's Andersen Horticultural Library and its special collections.

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Provided by the organization

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1 program · $148K · in their own filed words · FY2021
01

Supported the collection enhancement, preservation, and outreach activities of the archives and special collections and the andersen horticultural library of the university of minnesota

$148Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $2.7M · 2020–2023
Minnesota Landscape Arboretum FoundationMN · FY2023$1,169,893
University of Minnesota FoundationMN · FY2023$1,169,893
University of Minnesota FoundationMN · FY2022$120,000
University of Minnesota FoundationMN · FY2021$125,000
University of Minnesota FoundationMN · FY2020$120,000

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$314K
Ln 12
Investment incomeLn 3$314K
Other incomeLn 4–11$43
Money outPt IX
$156K
Ln 25
Programscol B$148K
Managementcol C$8K
Owns and owesPt X
$2.5M
net assets · Ln 32
Cash and savingsLn 1–2$138K
Total assetsLn 16$2.5M
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$314K
Other incomeLn 4–11$43
Gains on assetsLn 7$269K
Total revenueLn 12$314K
Assets in detailPt X, end of year
CashLn 1$43
SavingsLn 2$138K
Cash and savings togetherLn 1–2$138K
InvestmentsLn 11–13$2.4M
Other assetsLn 15$511
Total assetsLn 16$2.5M
LiabilitiesLn 26$0
Net assetsLn 32$2.5M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$69K$138K
InvestmentsLn 11–13$2.3M$2.4M
Total assetsLn 16$2.4M$2.5M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.4M$2.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$125K$125K
Pay of current officers, directors and key staffLn 5$26K$21K$5K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$750$750
Investment management feesLn 11f$2K$2K
Other expenses (24a–d)Ln 24$736$25$711
Total functional expensesLn 25$156K$148K$8K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $24K$2.4M−$2.4M$0 990 PDF
FY2022 $34K$140K−$105K$2.4M 990 PDF
FY2021 Viewing $314K$156K$159K$2.5M 990 PDF
FY2020 $161K$146K$15K$2.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $314,409 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $160,827$314,366
I-11 Other revenue$43
I-12 Total revenuePrior year $160,827$314,409
I-13 Grants and similar amounts paidPrior year $120,000$125,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $22,932$26,060
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $3,314$4,655
I-18 Total expensesPrior year $146,246$155,715
I-19 Revenue less expensesPrior year $14,581$158,694
Part VI · Governance 2 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members2
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $314,409 across 4 lines filed
VIII-3 Investment incomeExcluded from tax $44,977$44,977
VIII-7 Net gain or loss on sales of assetsExcluded from tax $269,389$269,389
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $43$43
VIII-12 Total revenueExcluded from tax $314,409$314,409
Part IX · Statement of functional expenses $155,715 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $125,000$125,000
IX-5 Pay of current officers, directors and key staffPrograms $20,848 · Management $5,212$26,060
IX-11b Legal feesPrograms $1,179$1,179
IX-11c Accounting feesPrograms $750$750
IX-11f Investment management feesManagement $1,990$1,990
IX-24 Other expenses (24a–d)Programs $25 · Management $711$736
IX-25 Total functional expensesPrograms $147,802 · Management $7,913 · Fundraising $0$155,715
Part X · Balance sheet $2,513,913 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $694$43
X-2 Savings and temporary cash investmentsStart of year $67,908$138,082
X-11 Publicly traded securitiesStart of year $2,296,966$2,375,277
X-15 Other assetsStart of year $1,272$511
X-16 Total assetsStart of year $2,366,840$2,513,913
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $2,366,840$2,513,913
X-33 Total liabilities and net assetsStart of year $2,366,840$2,513,913
Part XI · Reconciliation of net assets $2,513,913 net assets at year end
XI-1 Total revenue$314,409
XI-2 Total expenses$155,715
XI-3 Revenue less expenses$158,694
XI-4 Net assets at start of year$2,366,840
XI-9 Other changes in net assets−$11,621
XI-10 Net assets at end of year$2,513,913

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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