Nonprofit · EIN 82-1364603
CARVAL INVESTORS FOUNDATION
Tax-exempt · MINNEAPOLIS, MN 55416
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $144,981 | $154,208 | -$9,227 | $905 | $0 | $905 |
| December 31, 2024 | 990-PF | $163,222 | $164,794 | -$1,572 | $10,132 | $0 | $10,132 |
| December 31, 2023 | 990-PF | $264,906 | $278,769 | -$13,863 | $14,717 | $3,013 | $11,704 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $144,981
Expenses
- Grants and similar amounts paid
- $144,000
- Disbursements for charitable purposes
- $154,208
Balance sheet and other
- Total assets, start of year
- $10,132
- Total assets, end of year
- $905
- Total liabilities, end of year
- $0
- Net assets, end of year
- $905
- Fair market value of assets
- $905
- Qualifying distributions
- $154,208
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALISON DUBAY 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | DIRECTOR & PRESIDENT | 1 | $0 |
| BRANDY MORRIS 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | DIRECTOR & TREASURER | 1 | $0 |
| BRYNN PLUMMER 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | NON-VOTING REPRESENTATIVE | 1 | $0 |
| DANNY KAYELLO 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | DIRECTOR & ASSISTANT VICE PRESIDENT, CHARITABLE GIVING | 1 | $0 |
| ELEANOR WILLIAMS 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | DIRECTOR & VICE PRESIDENT | 1 | $0 |
| EMILY WILSON 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | DIRECTOR & ASSISTANT VICE PRESIDENT, CHARITABLE GIVING | 1 | $0 |
| GABRIEL SZERDA 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | DIRECTOR | 1 | $0 |
| JUSTIN KULO 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | DIRECTOR | 1 | $0 |
| KEVIN BLOSS 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | DIRECTOR | 1 | $0 |
| KIM FERRELL 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | SECRETARY | 1 | $0 |
| MARY MITCHELL 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | DIRECTOR | 1 | $0 |
| MATT REMFERT 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | DIRECTOR | 1 | $0 |
| PATRICK MCANALLY 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | NON-VOTING REPRESENTATIVE | 1 | $0 |
| RAUL RAMIREZ 1601 UTICA AVENUE SOUTH SUITE 100, MINNEAPOLIS, MN 55416 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALISON DUBAY 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | Director & President | 1 | $0 |
| ANN FOLKMAN 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | DIRECTOR | 1 | $0 |
| Brandy Morris 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | Director & Treasurer | 1 | $0 |
| ELEANOR WILLIAMS 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | Director & Vice President | 1 | $0 |
| Emily Wilson 1601 Utica Avenue South, Suite 1000, Minneapolis, MN 55416 | DIRECTOR & ASSISTANT VICE PRESIDENT, CHARITABLE GIVING | 1 | $0 |
| GABRIEL SZERDA 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | DIRECTOR | 1 | $0 |
| GARETH EDWARDS 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | DIRECTOR & Vice President, Charitable Giving | 1 | $0 |
| Justin Kulo 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | DIRECTOR | 1 | $0 |
| Kevin Bloss 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | Director | 1 | $0 |
| KIMBERLY A FERRELL 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | SECRETARY | 1 | $0 |
| MATT REMFERT 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | Director | 1 | $0 |
| Shane Huether 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | DIRECTOR | 1 | $0 |
| TAMMY LUECKE 1601 UTICA AVENUE SOUTH SUITE 1000, MINNEAPOLIS, MN 55416 | Director | 1 | $0 |
| Patrick McAnally 1601 Utica Avenue South, Suite 1000, Minneapolis, MN 55416 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALISON DUBAY 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR & VICE PRESIDENT | 1 | $0 |
| ANN FOLKMAN 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR | 1 | $0 |
| ELEANOR WILLIAMS 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR & President | 1 | $0 |
| GABRIEL SZERDA 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR | 1 | $0 |
| GARETH EDWARDS 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR & Vice President, Charitable Giving | 1 | $0 |
| JUSTIN KULO 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR | 1 | $0 |
| KIMBERLY A FERRELL 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | SECRETARY | 1 | $0 |
| MATT REMFERT 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR & Treasurer | 1 | $0 |
| TAMMY LUECKE 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR & VICE PRESIDENT | 1 | $0 |
| Kevin Bloss 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR & Assistant Vice President, Charitable Giving | 1 | $0 |
| Matt Hanson 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR | 1 | $0 |
| Brandy Morris 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR | 1 | $0 |
| Shane Huether 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR | 1 | $0 |
| Justin Kulo 1601 UTICA AVENUE SOUTH SUITE 1000, ST LOUIS PARK, MN 55416 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1601 UTICA AVE S STE 1000, MINNEAPOLIS, MN 55416-3496
- In care of
- % TAMMY LUECKE
- Signed the 990-PF
- TAMMY LUECKE, Vice President
- Phone
- (952) 444-4780
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-1364603
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $905
- Income (IRS master file)
- $144,981
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $144,981 | $154,208 | $905 | IRS |
| 990-PF | December 2024 | $163,222 | $164,794 | $10,132 | IRS |
| 990-PF | December 2023 | $264,906 | $278,769 | $14,717 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-1364603).
Questions about CARVAL INVESTORS FOUNDATION
- What is the EIN of CARVAL INVESTORS FOUNDATION?
- The employer identification number (EIN) of CARVAL INVESTORS FOUNDATION is 82-1364603.
- Is CARVAL INVESTORS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to CARVAL INVESTORS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARVAL INVESTORS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARVAL INVESTORS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARVAL INVESTORS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CARVAL INVESTORS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does CARVAL INVESTORS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $144,981, expenses of $154,208 and total assets of $905 at year end.
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