Nonprofit · EIN 86-1248222
BIRCH RIDGE FOUNDATION
Tax-exempt · MINNEAPOLIS, MN 55402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,788,780 | $171,726 | $1,617,054 | $4,016,050 | $0 | $4,016,050 |
| December 31, 2023 | 990-PF | $110,569 | $150,164 | -$39,595 | $2,940,336 | $0 | $2,940,336 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $578,185
- Dividends
- $107,819
- Interest
- $8,262
- Net gain from sales of assets
- $1,092,803
- Other income
- $1,711
Expenses
- Grants and similar amounts paid
- $140,073
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $155,092
- Excise tax on investment income
- $16,603
Balance sheet and other
- Total assets, start of year
- $2,940,336
- Total assets, end of year
- $4,016,050
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,016,050
- Fair market value of assets
- $3,964,628
- Qualifying distributions
- $155,092
- Net investment income
- $1,210,595
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER J NIELSEN CORPORATION TRUST COMPANY 1209, ORANGE STREET, WILMINGTON, DE 19801 | DIR, SEC | 1 | $0 |
| KIRK NIELSEN CORPORATION TRUST COMPANY 1209, ORANGE STREET, WILMINGTON, DE 19801 | DIR, PRES, TREAS | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heather J Nielsen Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Sec | 1 | $0 |
| Kirk Nielsen Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres, Treas | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 80 S 8TH ST STE 4200, MINNEAPOLIS, MN 55402-2223
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- HEATHER J NIELSEN, DIR, SEC
- Phone
- (612) 339-7151
- Return prepared by
- OKABENA COMPANY
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 | Not 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
- 86-1248222
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,016,050
- Income (IRS master file)
- $695,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,788,780 | $171,726 | $4,016,050 | XML |
| 990-PF | December 2023 | $110,569 | $150,164 | $2,940,336 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 86-1248222).
Questions about BIRCH RIDGE FOUNDATION
- What is the EIN of BIRCH RIDGE FOUNDATION?
- The employer identification number (EIN) of BIRCH RIDGE FOUNDATION is 86-1248222.
- Is BIRCH RIDGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to BIRCH RIDGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BIRCH RIDGE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BIRCH RIDGE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BIRCH RIDGE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BIRCH RIDGE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does BIRCH RIDGE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,788,780, expenses of $171,726 and total assets of $4,016,050 at year end.
Other nonprofits in MINNEAPOLIS
- MINNEAPOLIS FOUNDATION EIN 41-6029402 · last filed 990 for 2025
- MCKNIGHT FOUNDATION EIN 41-0754835 · last filed 990-PF for 2024
- WELLS FARGO FOUNDATION EIN 41-1367441 · last filed 990-PF for 2025
- BAUSTERT FAMILY FOUNDATION EIN 47-3790400 · last filed 990-PF for 2025
- THE RICHARD M SCHULZE FAMILY FOUNDATION EIN 46-5588406 · last filed 990-PF for 2024
- JOYFUL NOISE CHARITABLE FOUNDATION EIN 41-1978254 · last filed 990-PF for 2024
- GHR FOUNDATION EIN 45-3996122 · last filed 990-PF for 2024
- GREATER TWIN CITIES UNITED WAY EIN 41-1973442 · last filed 990 for 2025
All nonprofits in MINNEAPOLIS · Minnesota · Philanthropy, voluntarism and grantmaking foundations