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09-28-04 PTRC
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09-28-04 PTRC
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As described in this chart, Donor Advised Funds and Support Organizations are managed and administered by <br /> Minnesota Community Foundation/The Saint Paul Foundation. <br /> Comparisons Donor Advised Fund Support Organization Private Foundation <br /> (leafing the Foundation Established at Minnesota(ommunity Foundation/ Nonprofit corporation created with Nonprofit corporation or trust organized <br /> The Writ Paul Foundation assistance from Minnesota Community Foundation/ as a private foundation <br /> The Saint Paul Foundation <br /> lk", <br /> IS <br /> Start-up Cosh No cost to donor Minimal costs through collaboration with Minnesota Similar to corporate start-up requiring <br /> (ommunity Foundation/The Saint Paul Foundation substantial legal,accounting and <br /> operational start-up cash <br /> 'p <br /> Tt- <br /> M <br /> Charitable Deductions Tax deduction available up to 50%of adjusted Tax deduction available up to 50%of adjusted Tax deduction is limited to 30%of Ousted <br /> •W Gifts gross income in any one year gross income in any one year gross income in any one year <br /> il"I''24 00 <br /> tl <br /> I kZ1 <br /> U 0 <br /> "�Ji4 <br /> YXJar <br /> vt <br /> Wt W. <br /> Donor Control Donor recommends grants;IRS requires find decisions rest Donor holds significant organizational influence and Donor retains complete control over <br /> with Minnesota(omrmmity Foundation/ may appoint minority of the board of directors investments and granimaking,st&pct to <br /> 16 Saint Paul Foundation IRS req*emeats <br /> 411 <br /> Tx <br /> Poyout Re dmdents Do not apply Do not apply Annually must distribute for charitable purposes at <br /> least 5%of its asset value regardless of its income <br /> A <br /> 'j""""4 111181(w 11" Elm w <br /> ebeiiis to.. <br /> 'A <br /> 10"t <br /> i N*S* .000101 <br /> Annual Costs Minimal Shared by Minnesota Community Foundation/ Administration can be costly <br /> The Saint Paul foundation and therefore kept at <br /> a minimum <br /> IX <br /> F., <br /> it <br /> Annual Tax Filings Not required(reported as part of Minnesota Prepared and filed by Minnesota(ommunity Must be filed by the private foundation <br /> and Rehm (ommunity foundation the Saint Pad foundation's Foundation/lbe Saint Paul foundation with required supporting schedules <br /> annual reporting) <br /> "gh, has 10*10r011011 am t <br /> W, I— <br /> h <br /> services <br /> an <br /> W <br /> -Ad by <br /> S Old o" t <br /> • Fiduciary Resportsibility Minnesota(ornimmity foundatio0w Saint Poul Administrative guidance provided by Minnesota The private foundation board has full <br /> foundation fulfills the associated fiduciary responsibilities (ommunity FoundationAhe Saint Paul Foundation fiduciary responsibility <br /> �ltwo <br /> I Qak**favo <br /> iioi <br /> 6"W <br /> 10 uto =7 p "s <br />
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