Oak Haven Retreat Inc in Fairmont, Minnesota (MN)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Minnesota
| Oak Haven Retreat Inc | |
| Employer Identification Number (EIN) | 411329949 |
| Name of Organization | Oak Haven Retreat Inc |
| Address | PO BOX 271, Fairmont, MN 56031-0271 |
| Activities | Discussion groups, forums, panels lectures, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 03/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $90,506 |
| Amount of Income | $209 |
| Form 990 Revenue Amount | $75 |
Non-representatives - add comments:
Revenue for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $75 | $31 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $31 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $44 | |||
| Total expenses and disbursements | $7,932 | $0 | $0 | $5,192 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $7,932 | $0 | $5,192 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-7,857 | |||
| Net investment income | $31 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $82,649 | $104,013 |
| Cash - non-interest-bearing | $19 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $340 | |
| Other | $82,290 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $82,649 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $1 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Minnesota | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Nurre Family Foundation Inc | PO BOX 422, Mankato, MN 56002-0422 | MN | 2007-10 | $9 |
| 2 | Nwa History Centre Inc | 8101 34th Ave S, Bloomington, MN 55425-1692 | MN | 2002-07 | $50,942 |
| 3 | Nwa Retired Pilots Benefits Guardian Association | 2001 W 89th St, Bloomington, MN 55431-2002 | MN | 2005-03 | $892 |
| 4 | Nwb Us West Retiree Association | 7653 Cahill Ave, Inver Grove, MN 55076-3004 | MN | 2003-08 | $80,523 |
| 5 | O M N I Swim Club Inc | 1827 Hydram Ave N, Oakdale, MN 55128-5626 | MN | 2003-08 | $64,050 |
| 6 | O T C Employees Club | 655 Eisenhower Dr, Owatonna, MN 55060-1100 | MN | 1977-05 | $51,008 |
| 7 | Oak Crest Senior Housing | 201 1oth Street Se, Roseau, MN 56751 | MN | 2004-02 | $1,192,974 |
| 8 | Oak Grove Cemetery Association Of Fergus Falls | 1214 Foothill Ct, Fergus Falls, MN 56537-1724 | MN | 1996-02 | $94,151 |
| 9 | Oak Grove Foundation | 90 S 7th St Ste 5300, Minneapolis, MN 55402-4120 | MN | 1999-09 | $1,009,003 |
| 10 | Oak Harbor Golf & Tennis Club Of Baudette Inc | 2805 24th St Nw, Bandette, MN 56623 | MN | 2003-10 | $195,132 |
| 11 | Oak Haven Retreat Inc | PO BOX 271, Fairmont, MN 56031-0271 | MN | 1979-03 | $209 |
| 12 | Oak Hill Montessori Inc | 4665 Hodgson Rd, Shoreview, MN 55126-6040 | MN | $2,863,604 | |
| 13 | Oak Hills Memorial Foundation Inc | 1314 Eighth North Street, New Ulm, MN 56073-1554 | MN | 1993-10 | $43,007 |
| 14 | Oak Lake Golf Course Inc | 23146 347th St Se, Erskine, MN 56535-9466 | MN | 1999-06 | $147,928 |
| 15 | Oak Ridge Assisted Living Of Hastings | 328 Kellogg Blvd W, Saint Paul, MN 55102-1900 | MN | 2000-05 | $2,279,040 |
| 16 | Oak View Apartments Inc | 1314 Eighth North Street, New Ulm, MN 56073-1554 | MN | 2001-11 | $89,740 |
| 17 | Oak View Elementary Parent Teacher Organization, C-O Oak View Elementary | 6710 E Fish Lake Rd, Maple Grove, MN 55369-5452 | MN | 1992-04 | $62,581 |
| 18 | Oakdale Area Chamber Of Commerce | 1453 Helmo Ave N, Oakdale, MN 55128-6002 | MN | 1998-01 | $37,796 |
| 19 | Oakdale Cemetery Association | PO BOX 159, Crookston, MN 56716-0159 | MN | 1972-06 | $36,630 |
| 20 | Oakdale Fire Department Relief Association | 6633 15th St N, Oakdale, MN 55128-7303 | MN | 1999-08 | $388,203 |
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