2024-01-18T09:51:28-06:00 2023-06-30 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 160 OAKDALE MN 55128 990 2022-07-01 411817315 ST CROIX VALLEY FOUNDATION STCR 7153869490 516 SECOND STREET 214 HUDSON WI 54016 HEATHER LOGELIN PRESIDENT 7153869490 2024-01-15 1 HEATHER LOGELIN 999009999 0 GEORGIA M AKINS P00950359 6516363806 2024-01-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEATHER LOGELIN 516 SECOND STREET SUITE 214 HUDSON WI 54016 14090001 0 X WWW.SCVFOUNDATION.ORG X 1995 MN THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY, CONNECTING PEOPLE AND PROGRAMS, AND ENCOURAGING COLLABORATION. 19 19 9 180 12312 753 7163246 6428159 235087 279561 6981280 662080 -418 -7065 14379195 7362735 4852542 3540587 0 0 685961 746813 0 0 136662 416097 461073 5954600 4748473 8424595 2614262 77504280 87460404 27972899 30490101 49531381 56970303 X THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY - BUILDING PERMANENT FUNDS THAT WILL PROVIDE RESOURCES FOR (CONTINUED ON SCHEDULE 0)THE NEEDS OF TODAY AND TOMORROW. CONNECTING PEOPLE AND PROGRAMS - BRINGING TOGETHER PEOPLES CHARITABLE INTERESTS AND THE FUNDING NEEDS TO PROGRAMS AND ORGANIZATIONS. ENCOURAGING COLLABORATION - FORMING PARTNERSHIPS AND PROVIDING SERVANT LEADERSHIP THROUGH PROGRAMS THAT ENHANCE THE QUALITY OF LIFE IN OUR REGION'S DISTINCT COMMUNITIES. 0 0 3677708 3540587 CONNECTING PEOPLE AND PROGRAMS: IN KEEPING WITH THE FOUNDATON'S MISSION, THE FOUNDATION FACILITATED GRANTS TO ART, EDUCATION, HUMAN SERVICES, ENVIRONMENTAL, RELIGIOUS, HEALTH AND OTHER CHARITABLE ORGANIZATIONS. APPROXIMATELY 1,070 GRANTS WERE GIVEN IN FISCAL YEAR 2023. 226171 ENCOURAGING COLLABORATION: IN KEEPING WITH THE FOUNDATION'S MISSION, FOUNDATION STAFF MEMBERS PARTNER WITH OTHER ORGANIZATIONS, ESPECIALLY OUR AFFILIATE FOUNDATIONS, TO DIRECTLY ADDRESS CHANGING COMMUNITY CONCERNS. THIS INCLUDES: 1) FOSTERING COMMUNITY DIALOGUE AROUND LOCAL ISSUES - THROUGH REGIONAL FORUMS AND "CONVERSATIONS OF THE VALLEY; 2) PROMOTING NON PROFIT PERFORMANCE THROUGH WORKSHOPS AND GRANTS AND 3) WORKING WITH OUR AFFILIATES TO STRENGTHEN THEIR MANAGEMENT, GOVERNANCE, AND FUNDRAISING CAPACITY. 85916 267249 ENCOURAGING CHARITABLE GIVING IN THE VALLEY: IN KEEPING WITH THE FOUNDATION'S MISSION, THE FOUNDATION WORKS WITH DONORS, PROSPECTIVE DONORS, NONPROFIT PARTNERS AND PROFESSIONAL ADVISORS TO PROMOTE, ESTABLISH, MANAGE AND ADMINISTER COMPONENT PHILANTHROPIC FUNDS THAT MAKE GRANTS TO NONPROFIT ORGANIZATION IN THE ST. CROIX VALLEY AND BEYOND. IN FISCAL YEAR 2023, THE FOUNDATION ADMINISTERED 512 COMPONENT FUNDS, INCLUDING 31 NEWLY ESTABLISHED FUNDS. 3989795 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 14 0 1 9 1 1 1 0 0 0 0 1 1 1 3 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI MN X X EMILY LOWNSBURY 7153869490 516 SECOND STREEET HUDSON WI 54016 JIM ELLIS CHAIR 10.00 X X 0 0 0 ANN HERZOG DREWISKE VICE CHAIR/SECRETARY 10.00 X X 0 0 0 DENNIS DUERST TREASURER 2.00 X X 0 0 0 RICK BONLENDER BOARD MEMBER 2.00 X 0 0 0 MICHELLE BREDAHL BOARD MEMBER 2.00 X 0 0 0 DAVE DZIUK BOARD MEMBER 2.00 X 0 0 0 JESSICA EHRLICHMANN BOARD MEMBER 2.00 X 0 0 0 JUDY FREUND BOARD MEMBER 2.00 X 0 0 0 DAN HOOLIHAN BOARD MEMBER 2.00 X 0 0 0 GARY KELSEY BOARD MEMBER 2.00 X 0 0 0 MELANIE KLEISS BOARD MEMBER 2.00 X 0 0 0 CLARENCE MALICK BOARD MEMBER 2.00 X 0 0 0 MARSHA SHOTLEY BOARD MEMBER 2.00 X 0 0 0 SCOTT SODERBERG BOARD MEMBER 2.00 X 0 0 0 MATTHEW THUESON BOARD MEMBER 2.00 X 0 0 0 MARY ELLEN VIETOR BOARD MEMBER 2.00 X 0 0 0 CHALRES WIKELIUS BOARD MEMBER 2.00 X 0 0 0 KATRINA LARSEN BOARD MEMBER 2.00 X 0 0 0 LINDA MADSEN BOARD MEMBER 2.00 X 0 0 0 SUE GERLACH - BOARD MEMBER (7/22 TO 9/22) 2.00 X 0 0 0 MIKE PEPIN - BOARD MEMBER (7/22 TO 9/22) 2.00 X 0 0 0 STEVE SCHROEDER - BOARD MEMBER (7/22 TO 9/22) 2.00 X 0 0 0 HEATHER LOGELIN EXECUTIVE DIRECTOR 40.00 X 122283 0 17380 122283 0 17380 1 0 0 0 0 9675 6418484 502778 6428159 ADMINISTRATIVE CHARGES 525990 279561 267249 12312 279561 1371607 1371607 6009873 6719400 -709527 -709527 -709527 801 9675 7866 -7065 -7065 7362735 267249 12312 655015 3540587 3540587 168374 71793 59770 36811 471202 176658 235330 59214 23058 8722 11474 2862 34797 16697 17332 768 49382 19124 22950 7308 13562 13562 107795 107795 79882 79882 16263 9225 265 6773 9523 3852 4267 1404 55230 21187 26478 7565 3997 3146 147 704 8012 6183 350 1479 11934 4578 5721 1635 9612 3687 4608 1317 FUND PROJECT EXPENSES 69880 69880 EQUIPMENT RENTAL AND MA 57767 22160 27695 7912 ADMINISTRATIVE SERVICES 8046 8046 0 DUES AND SUBSCRIPTIONS 7269 3174 3185 910 2301 1096 1205 4748473 3989795 622016 136662 26259 33176 296098 0 682994 566950 10096 9021 24779 75261 69098 17947 6163 76011817 86277591 460144 541649 77504280 87460404 117225 136842 27852832 30343944 2842 9315 27972899 30490101 X 934362 964693 48597019 56005610 49531381 56970303 77504280 87460404 X 2614262 4803540 21120 X 0 1 X 1 0 X 6432204 5583427 5995330 7163246 6428159 31602366 6432204 5583427 5995330 7163246 6428159 31602366 4803320 26799046 1397205 925170 923613 2018403 1371607 6635998 753 753 38239117 1174475 0.70080 0.66580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 165 101 1809167 649946 1588431 1106519 16070669 20494519 1 1 0 1 X 41064410 4224507 4853657 1710289 498910 47933375 49522613 2059274 -8480455 1493448 543574 41064410 36674453 2781941 11934428 1396551 471658 49522613 35772179 2178967 214114 1072629 418178 36674453 31289377 4721927 1209672 1054937 393860 35772179 0.00780 0.86220 0.13000 1 0 75261 69098 6163 6163 FINANCE LEASE LIABILITY 9315 9315 X 12131090 4803540 72610 4876150 7254940 107795 107795 7362735 4640678 0 4640678 107795 107795 4748473 PART IV, LINE 2B: THE FOUNDATION HAS ESTABLISHED A LIABILITY FOR FUNDS FROM DONORS WHICH THE FOUNDATION IS AN AGENT. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS IN WHICH IT IS ACTING AS AN AGENT. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO PROVIDE PROGRAM SUPPORT SUCH AS ARTS, MUSIC, AND SCIENCE AS WELL AS GENERAL OPERATIONS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFITICAL INTEREST IN TRUST 72,610. 1 ALLINA HEALTH FOUNDATION 2925 CHICAGO AVENUE MINNEAPOLIS MN 55407 274116873 501(C)(3) 171045 0 COURAGE KENNY ST CROIX SUPPORT, GENERAL OPERATING AMERY AREA FOOD PANTRY INC PO BOX 64 AMERY WI 54001 271111360 501(C)(3) 9500 0 RENEW OUR PANTRY, GENERAL OPERATING AMERY FFA 555 MINNEAPOLIS AVENUE AMERY WI 54005 396000675 501(C)(3) 6625 0 GENERAL OPERATING AMHERST H WILDER FOUNDATION 451 LEXINGTON PARKWAY NORTH ST PAUL MN 55104 410693889 501(C)(3) 17065 0 RESPITE CARE AND EDUCATION FOR PATIENTS AND CAREGIVERS ARTREACH ST CROIX 224 4TH STREET NORTH STILLWATER MN 55082 411758837 501(C)(3) 19000 0 ST. CROIX SPLASH, MURALS, OPERATIONS BALDWIN-WOODVILLE AREA SCHOOL DISTRICT 550 HIGHWAY 12 BALDWIN WI 54002 396000820 501(C)(3) 5800 0 BACKPACK PROGRAM, SUMMER FOOD & FUN PROGRAM BANK OF AMERICA CHARITABLE GIFT FUND MA5-100-10-21 BOSTON MA 02110 046010342 501(C)(3) 54000 0 FOR THE SWARUP RUBENSTEIN FAMILY FUND BAYFIELD COUNTY LAND & WATER CONSERVATION DEPARTMENT PO BOX 126 WASHBURN WI 54891 396005670 501(C)(3) 7550 0 SUPPORT FOR OPERATION OF STREAM FLOW AND TEMPERATURE MONITORING GAGE BETHEL LUTHERAN CHURCH 920 THIRD ST HUDSON WI 54016 390963084 501(C)(3) 11144 0 GENERAL OPERATIONS, UKRAINE PROGRAM BIRCH GROVE COMMUNITY SCHOOL PO BOX 2383 TOFTE MN 55615 201816956 501(C)(3) 10000 0 GENERAL OPERATING CANVAS HEALTH 7066 STILLWATER BOULEVARD NO OAKDALE MN 55128 410955577 501(C)(3) 13855 0 GENERAL OPERATING CARING HEARTS THRIFTSHOP INC 26356 LAKELAND AVE S WEBSTER WI 54893 843817151 501(C)(3) 22500 0 FOOD PANTRY PROGRAM, UPDATE FREEZER/REFRIGERATOR CARPENTER ST CROIX VALLEY NATURE CENTER 12805 ST CROIX TRAIL SOUTH HASTINGS MN 55033 237275337 501(C)(3) 67329 0 WI EXPANSION PROJECT, GENERAL OPERATING, WATERSHED, SOUND MITIGATION, ART BENCH CHRISTIAN COMMUNITY HOMES AND SERVICES INC 1320 WISCONSIN STREET HUDSON WI 540161861 391801003 501(C)(3) 11000 0 SCHOLARSHIP PROGRAM, GENERAL OPERATING CHURCH OF ST MATTHEW 490 HALL AVENUE ST PAUL MN 55107 410707559 501(C)(3) 10000 0 UPGRADE ELECTRICAL PANAL CIMARRON COMMUNITY FARM 11035 10TH ST N LAKE ELMO MN 55042 384225388 501(C)(3) 9500 0 STAFFING FOR CIMARRON COMMUNITY FARM LLC CIMARRON COMMUNITY FARM LLC 2633 DUPONT AVE S UNIT 3 MINNEAPOLIS MN 55408 853820931 501(C)(3) 30350 0 STAFFING FOR CIMARRON COMMUNITY FARM LLC CLEAR LAKE LIFELINE FOOD PANTRY PO BOX 86 CLEAR LAKE WI 54005 392041334 501(C)(3) 5500 0 GENERAL OPERATING COMMUNITY REFERRAL AGENCY PO BOX 365 MILLTOWN WI 54858 391368945 501(C)(3) 6000 0 COMMUNITY REFERRAL AGENCY MENTAL HEALTH PROGRAM COR RETREAT INC PO BOX 1000 HUDSON WI 54016 453977601 501(C)(3) 15000 0 GENERAL OPERATING DOCTORS WITHOUT BORDERS PO BOX 5022 HAGERSTOWN MD 217415022 133433452 501(C)(3) 6500 0 GENERAL OPERATING FAMILYMEANS 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 416045574 501(C)(3) 42105 0 FIELDTRIP, SPONSORSHIP, MENTAL HEALTH SERVICES, GENERAL OPERATING, COUNSELING & THERAPY FAMILY RESOURCE CENTER ST CROIX VALLEY 857 MAIN ST BALDWIN WI 54002 391943404 501(C)(3) 12350 0 GENERAL OPERATING, MENTAL HEALTH SUPPORT FAMILY SERVICES OF WESTCHESTER INC 2975 WESTCHESTER AVENUE SUITE 401 PURCHASE NY 10577 131773419 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT FIVE LOAVES FOOD AND CLOTHING PO BOX 222 NEW RICHMOND WI 54017 391565734 501(C)(3) 44700 0 BACKPACK PROGRAM, FOOD DISTRIBUTION, GENERAL OPERATIONS, REFRIGERATOR, FIVE LOAVES FREDERIC FAMILY PATHWAYS 1100 WISCONSIN AVE FREDERIC WI 54837 411332828 501(C)(3) 15000 0 FEDERIC FOOD SHELF, FOOD PANTRY FRESH EXPRESS COMMUNITY OUTREACH 1024 4THST HUDSON WI 54016 882047861 501(C)(3) 15300 0 MOBILE MARKET, FOOD PANTRY SHELVING FRIENDS OF FREEDOM PARK INC PO BOX 22 PRESCOTT WI 54021 203842342 501(C)(3) 9058 0 GENERAL OPERATING FRIENDS OF KMMA-CAITHS 8265 80TH ST N STILLWATER MN 550828342 822701812 501(C)(3) 105000 0 SCHOOL FUNDING, BUILDING CAMPAIGN HOME & AWAY MINISTRIES INC RUBYS FOOD SHELF AND GARDEN SIREN WI 54872 300157388 501(C)(3) 7200 0 RUBY'S FOOD SHELF, GENERAL OPERATING HOPE LUTHERAN CHURCH 3337 KINGSBARN AVENUE RIVER FALLS WI 54022 721603482 501(C)(3) 6133 0 GENERAL OPERATING HUDSON AREA BACKPACK & FOOD PROGRAMS PO BOX 491 HUDSON WI 54016 300885523 501(C)(3) 22670 0 GENERAL OPERATING, BACKPACK PRORGRAM, FREEZERS, FOOD HUDSON HOCKEY ASSOCIATION 1820 HANLEY RD HUDSON WI 54016 391296587 501(C)(3) 256037 0 CAPITAL CAMPAIGN, HUDSON HOCKEY ASSOCIATION, HOCKEY ARENA HUDSON SCHOOL DISTRICT 644 BRAKKE DR HUDSON WI 540161880 396002665 501(C)(3) 11899 0 HUDSON HIGH SCHOOL MUSICAL, SCHOLARSHIPS, PEER HELPERS PROGRAM HUNGER PREVENTION COUNCIL OF PIERCE COUNTY 440 N MAPLE ST ELLSWORTH WI 54011 391966922 501(C)(3) 20000 0 FOOD PANTRY, HUNGER PREVENTION COUNCIL LAKES CENTER FOR YOUTH AND FAMILIES 20 LAKE STREET NORTH SUITE 103 FOREST LAKE MN 55025 411322058 501(C)(3) 8000 0 PROVIDING EQUITABLE MENTAL HEALTH ACCESS LAKEVIEW MEMORIAL HOSPICE PROGRAM C/O LAKEVIEW HEALTH FOUNDATION STILLWATER MN 55082 411386635 501(C)(3) 157545 0 ANNUAL DESIGNATED GRANT FOR GENERAL OPERATING LUTHER MEMORIAL CHURCH 420 S 4TH ST RIVER FALLS WI 54022 391091785 501(C)(3) 10000 0 SUPPORT FOR CONSTRUCTION AND MINISTRY OF BIBLICA UNCION Y FUEGO SIQUIRRES, COSTA RICA MARINE MILLS FOLK SCHOOL PO BOX 80 MARINE ON ST CROIX MN 550470000 830646600 501(C)(3) 14000 0 PREVENTING ISOLATION & PROMOTING MENTAL WELLNESS, ARTISTS & CURIOUS LEARNERS MENTAL HEALTH TASK FORCE OF POLK COUNTY PO BOX 432 ST CROIX FALLS WI 54024 271566890 501(C)(3) 10000 0 JOURNEY TO VITALITY AND PARENT CAFE'S IN ST. CROIX VALLEY MOUNT CALVARY LUTHERAN CHURCH 301 COUNTY ROAD 19 EXCELSIOR MN 55331 410870777 501(C)(3) 27000 0 CAPITAL CAMPAIGN, ANNUAL GIFT MT ZION LUTHERAN CHURCH 505 13TH ST HUDSON WI 54016 391457890 501(C)(3) 14000 0 CAPITAL CAMPAIGN, ANNUAL GIFT NEW RICHMOND SCHOOL DISTRICT 701 EAST 11TH STREET NEW RICHMOND WI 54017 396003673 501(C)(3) 12336 0 SOAR PROGRAM, STOMP THE STIGMA SCHOLARSHIP, NRHS DANCE TEAM NEW YORK PUBLIC RADIO 160 VARICK STREET NEW YORK NY 10013 133015230 501(C)(3) 10000 0 GENERAL OPERATING NORTHWEST PASSAGE 7417 N BASS LAKE RD WEBSTER WI 54893 391311448 501(C)(3) 7750 0 ASSESSMENT CENTER, NURTURING NATURE PROGRAM, SCHAEFER CABIN ARTIST NORTH WOODS AND WATERS PO BOX 212 TAYLORS FALLS MN 55084 821801174 501(C)(3) 12500 0 FUNDING FOR EXECUTIVE DIRECTOR OPEN CUPBOARD PO BOX 541 OSCEOLA WI 54020 391782025 501(C)(3) 7500 0 FOOD DISTRIBUTION OPTIONS FOR WOMEN - TRI COUNTY 2048 US HWY 8 ST CROIX FALLS WI 54024 391537061 501(C)(3) 15000 0 GENERAL OPERATING OUR NEIGHBORS' PLACE 122 WEST JOHNSON ST RIVER FALLS WI 54022 352383155 501(C)(3) 11421 0 BACKPACK PROGRAM, GENERAL OPERATING PARKINSON'S FOUNDATION 8085 WAYZATA BLVD SUITE 100 GOLDEN VALLEY MN 55426 131866796 501(C)(3) 30500 0 DIAGNOSED AND PROVIDER RESOURCE KITS; MEMORIAL PEOPLE LOVING PEOPLE PO BOX 204 DRESSER WI 54009 271456063 501(C)(3) 11500 0 FOOD DISTRIBUTION PIERCE COUNTY PUBLIC HEALTH DEPARTMENT P O BOX 238 ELLSWORTH WI 54011 396005729 501(C)(3) 10000 0 PIERCE COUNTY BUILDING PROJECT PLANNED PARENTHOOD OF NORTH CENTRAL STATES 671 VANDALIA ST SAINT PAUL MN 551141312 131644147 501(C)(3) 10000 0 GENERAL OPERATING PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA INC 736 CENTRAL AVE SARASOTA FL 34236 591274328 501(C)(3) 10000 0 GENERAL OPERATING PRAYING PELICAN MISSIONS 8011 34TH AVE S SUITE 333 BLOOMINGTON MN 55425 300222202 501(C)(3) 14000 0 SUPPORT FOR CONSTRUCTION AND MINISTRY OF BLIBLICA UNCION Y FUEGO SIQUIRRES, COSTA RICA RIVER FALLS COMMUNITY FOOD PANTRY PO BOX 341 RIVER FALLS WI 54022 204740792 501(C)(3) 14500 0 GENERAL OPERATING; FOOD STUFFS RIVER FALLS SCHOOL DISTRICT 852 EAST DIVISION STREET RIVER FALLS WI 54022 396004207 501(C)(3) 15287 0 MENTAL HEALTH, THE LOOPING PROJECT, TUTOR PROGRAM, RFHS PROGRAMS SENITIZO 2344 FOOTHILLS DR S GOLDEN CO 80401 821555063 501(C)(3) 6863 0 GENERAL OPERATING ST CROIX COUNTY HEALTH CENTER 1445 NORTH FOURTH STREET NEW RICHMOND WI 54017 396005739 501(C)(3) 14364 0 GENERAL OPERATING; SUNSETTER AWNING ST CROIX VALLEY OPERA PO BOX 2300 STILLWATER MN 55082 832963065 501(C)(3) 8014 0 OPERA, ADVANCE EMERGING ARTISTS ST CROIX VALLEY SART INC 1200 HOSFORD ST HUDSON WI 54016 391983516 501(C)(3) 7500 0 MENTAL HEALTH COUNSELING VOUCHERS FOR SURVIVORS OF SEXUAL & INTERPERSONAL VIOLENCE STILLWATER AREA PUBLIC SCHOOLS - ISD #834 1875 S GREELEY ST STILLWATER MN 55082 416008519 501(C)(3) 13426 0 OAK-LAND SCHOOLS, STILLWATER HIGH SCHOOL, ORCHESTRA STILLWATER PUBLIC LIBRARY 224 THIRD ST N STILLWATER MN 55082 416005566 501(C)(3) 10795 0 ANNUAL DONOR DISGNATED, GENERAL OPERATING ST LUKE'S EPISCOPAL CHURCH 4557 COLFAX AVE S MINNEAPOLIS MN 55419 410724047 501(C)(3) 7100 0 GENERAL OPERATING; HAITI FUND THE NATURAL RESOURCES FOUNDATION OF WISCONSIN 211 S PATERSON ST SUITE 100 MADISON WI 53703 391572034 501(C)(3) 20250 0 CHIPPEWA RIVER CONSERVATION, NRF OF WISCONSIN BIRDATHON THE PARTNERSHIP PLAN FOR STILLWATER AREA SCHOOLS 1875 SOUTH GREELEY ST STILLWATER MN 55082 203012418 501(C)(3) 13346 0 MEMORIALS, ANNUAL DONOR DEISGNATED, PONY UP FOR KIDS, GENERAL FUND, FUND A NEED, MENTAL HEALTH THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C)(3) 54500 0 LEADERSHIP, GENERAL OPERATING, BOILER REPLACEMENT, ENDOWMENT THE SAMUEL EELLS LITERARY AND EDUCATIONAL FOUNDATION INC 2242 N BALDWIN WAY 5B PALATINE IL 60074 136116015 501(C)(3) 5500 0 GENERAL OPERATING THE SHARING SHELF INC 47 PURDY AVE PORT CHESTER NY 105735028 844315667 501(C)(3) 10000 0 GENERAL OPERATING TOWN OF ALDEN CHARITABLE FUND 183 155TH STREET STAR PRAIRIE WI 54026 396005771 501(C)(3) 6625 0 ANNUAL DONOR DESIGNATED DISTRIBUTION FOR GENERAL OPERATIONS TRANSGENDER LAW CENTER PO BOX 741803 LOS ANGELES CA 900741803 050544006 501(C)(3) 20000 0 GENERAL OPERATING TURNINGPOINT FOR VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE 117 NORTH MAIN ST RIVER FALLS WI 54022 391322995 501(C)(3) 6500 0 MENTAL HEALTH & WELLNESS, FAMILY NEEDS, GENERAL OPERATING TURTLE LAKE SCHOOL DISTRICT 205 OAK ST NORTH TURTLE LAKE WI 54889 396004848 501(C)(3) 5562 0 TURTLE LAKE MUSICAL UNITED WAY OF WASHINGTON COUNTY EAST 1825 CURVE CREST BLVD STILLWATER MN 55082 410855267 501(C)(3) 16000 0 LOCAL PROGRAMMING, GENERAL OPERATING UNITED WAY ST CROIX VALLEY 201 2ND ST S STE 300 HUDSON WI 54016 391372545 501(C)(3) 27722 0 GENERAL OPERATING, POLK COUNTY, GIVEBIG, MENTAL HEALTH UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE MINNEAPOLIS MN 554552010 416042488 501(C)(3) 60978 0 RAPTOR CENTER, STUDENT FINANCIAL AID, ORCHESTRA, CHILDREN WITH CANCER, MUSIC EDUCATION VALLEY COMMUNITY CENTER PARTNERS 14420 94TH ST NORTH STILLWATER MN 55082 873185089 501(C)(3) 49062 0 GENERAL OPERATING VALLEY FRIENDSHIP CLUB 6201 N OSGOOD AVE STILLWATER MN 55082 272362329 501(C)(3) 9293 0 GENERAL OPERATING VALLEY OUTREACH 1911 CURVE CREST BLVD W STILLWATER MN 55082 411452973 501(C)(3) 15638 0 OUTREACH PROGRAM, GENERAL OPERATING, PET FOOD & SUPPLIES, HONORARIUM WILD RIVERS CONSERVANCY OF THE ST CROIX AND NAMEKAGON 1015 N CASCADE ST OSCEOLA WI 54020 263025933 501(C)(3) 97737 0 SPONSORSHIPS, FARM PROJECTS, WILD RIVERS CONSERVANCY, EDUCATION PROGRAMMING YELLOW LAKE LUTHERAN CHURCH FOOD DISTRIBUTION YELLOW LAKE FOOD DISTRIBUTION DANBURY WI 54830 391468015 501(C)(3) 20000 0 YELLOW LAKE FOOD DISTRIBUTION, GENERAL OPERATING YMCA HUDSON 2211 VINE ST HUDSON WI 54016 452563299 501(C)(3) 63003 0 GENERAL OPERATING YOUTH SERVICE BUREAU 6120 OREN AVENUE NORTH STILLWATER MN 55082 411333578 501(C)(3) 11500 0 YOUTH INTERVENTION BEHAVIORAL HEALTH SERVICES 83 PART I, LINE 2: STAFF PERFORMS DUE DILIGENCE TO CONFIRM THAT GRANT RECIPIENTS ARE 501(C)(3) ORGANIZATIONS. THEY ARE REVIEWED BY THE GRANTS ADMINISTRATOR, THE PRESIDENT AND THE ACCOUNTANT. WITH COMPETITIVE GRANTS, FINAL REPORTS ARE REQUIRED FROM THE RECIPIENTS TO EXPLAIN HOW THE GRANT FUNDS WERE SPENT AND THE RESULTS ACHIEVED WITH THE GRANTS. STAFF FOLLOW UP WITH ALL COMPETITIVE GRANT RECIPIENTS TO GET THESE REPORTS. X 20 497295 AVERAGE HIGH/LOW X EVENT ITEMS 27 5483 FAIR VALUE 0 1 1 PART I, LINE 32B: ALL STOCK DONATIONS ARE RECEIVED IN AN FOUNDATION INVESTMENT ACCOUNT ADMINISTERED BY A THIRD PARTY. ALL STOCK DONATIONS ARE SOLD UPON RECEIPT. GIFTS OF REAL PROPERTY ARE MADE TO SCVF HOLDINGS, LLC (A DISREGARDED ENTITY OF THE FOUNDATION). FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS PRESENTED TO THE BOARD OF DIRECTORS AND OUR TREASURER. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVEIWED AND DISCUSSED ANNUALLY BEFORE THE BOARD MEMBERS SIGN THE CONFLICT OF INTEREST FORM AND DISCLOSE ANY CONFLICTS THEY MAY HAVE. CONFLICTS, IF ANY, ARE MONITORED BY MANAGEMENT THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT IS SET AND APPROVED BY THE FULL BOARD OR THE EXECUTIVE COMMITTEE. NO BOARD OR COMMITTEE MEMBERS WILL TAKE PART IN SETTING THE COMPENSATION OF THE PRESIDENT IF THEY HAVE ANY CONFLICT OF INTEREST. THE PRESIDENT WILL NOT BE PRESENT DURING THE DISCUSSION OF COMPENSATION. THE RESPONSIBLE COMMITTEE WILL REPORT FULLY TO THE ENTIRE BOARD. THE EXCESS BENEFIT TRANSACTION RULES (I.E. BASING THE DECISION ON COMPARABLE DATA READILY AVAILABLE TO THE BOARD COMMITTEE AND RECORDING THE PROCESS AND DECISIONS IN THE MINUTES), CREATE A PRESUMPTION OF REASONABLENESS FOR COMPENSATION. THE RESPONSIBLE COMMITTEE MAY USE COMPENSATION SURVEYS BY INDEPENDENT CONSULTANTS, COMPENSATION PACKAGES OFFERED AT SIMILARLY SIZED FOUNDATIONS, AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE PRESIDENT. THE RESPONSIBLE COMMITTEE WILL DOCUMENT THE BASIS FOR ITS DETERMINATION OF THE COMPENSATION PACKAGE, WITH THE IMPLEMENTATION OF THE DETERMINATION (WITHIN 60 DAYS OF THE DECISION, OR THE NEXT MEETING OF THE FULL BOARD OF DIRECTORS, WHICHEVER IS LATER). THE DOCUMENTATION WILL INCLUDE: -THE TERMS OF THE TRANSACTION AND THE DATE IT WAS APPROVED. -THE MEMBERS OF THE COMMITTEE WHO DISCUSSED THE COMPENSATION AND THE NAMES OF THE MEMBERS WHO APPROVED IT. -THE COMPARABILITY DATA USED, AND HOW IT WAS OBTAINED. -THE ACTION TAKEN TO CONSIDER THOSE WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 72,610. PRIOR PERIOD NET ASSET ADJUSTMENT -51,490. SCVF HOLDINGS LLC 516 2ND STREET SUITE 214 HUDSON WI 54016 464871208 TO ACCEPT AND SELL DONATIONS OF REAL PROPERTY FOR THE FOUNDATION WI 0 13766 ST CROIX VALLEY FOUNDATION