2024-05-08T11:07:43-05:00 2023-12-31 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ROSEVILLE MN 551131117 990PF 2023-01-01 832686548 SARAS FOUNDATION SARA 2039523304 105 MOUND AVE EXCELSIOR MN 55331 SURESH KRISHNA PRESIDENT 2039523304 2024-04-22 1 SURESH KRISHNA 999009999 1 RYAN VETTRUS CPA P01243596 6514834521 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1245375 X 99850 32122 32122 148564 342052 148564 6061 6061 286597 186747 0 0 0 1250 0 1250 4097 4097 0 253 0 0 10 0 10 5610 4097 1260 108100 108100 113710 4097 109360 172887 182650 84501 73841 73841 568572 902415 902415 90576 8635 8635 202819 260484 260484 946468 1245375 1245375 0 0 X 0 0 0 0 946468 1245375 946468 1245375 946468 1245375 946468 172887 126020 1245375 0 1245375 MAGELLAN MIDSTREAM 97135 51971 45164 45164 TRITON 166948 63547 103401 103401 ONEOK INC 52 53 -1 -1 OFFICE PROPERTIES 77917 77917 0 0 148564 2539 0 2539 0 2539 0 0 0 0 0 13 2552 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 1 0 0 1 WWW.SARASFOUND.ORG BHUVANA NANDAKUMAR 2039523304 105 MOUND AVE EXCELSIOR MN 55331 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SURESH KRISHNA 105 MOUND AVE EXCELSIOR MN 55331 PRESIDENT 1.00 0 0 0 BHUVANA NANDAKUMAR 105 MOUND AVE EXCELSIOR MN 55331 SECRETARY AND TREASURER 1.00 0 0 0 PARTHIV KRISHNA 105 MOUND AVE EXCELSIOR MN 55331 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 892479 190204 0 1082683 0 0 1082683 16240 1066443 53322 53322 2539 2539 50783 0 50783 0 50783 109360 0 109360 50783 0 0 447 9491 9938 109360 0 0 0 50783 58577 0 0 68515 0 0 0 0 0 0 0 68515 447 9491 58577 SURESH KRISHNA X MATAGIRI SRI AUROBINDO CENTER 1218 WITTENBERG ROAD MT TREMPER NY 12457 NONE PC GENERAL SUPPORT 1250 MINNETONKA CURTAIN CALL CLUB PO BOX 1172 MINNETONKA MN 55345 NONE PC GENERAL SUPPORT 1000 NORTHWESTERN UNIVERSITY KELLOGG SCHOOL OF MANAGEMENT 2211 CAMPUS DR EVANSTON IL 60208 NONE PC DONATION - TOWARDS SCHOLARSHIP TO INTERNATIONAL STUDENTS AT KELLOGG SCHOOL OF MANAGEMENT 100500 LAYYASAARAM INSTITUTE OF INDIAN ARTS 7581 BEACON CT EXCELSIOR MN 55331 NONE PC GENERAL SUPPORT 1000 INDIA ASSOCIATION OF MINNESOTA PO BOX 130158 SAINT PAUL MN 55113 NONE PC GENERAL SUPPORT 500 HAMMER RESIDENCES 1909 WAYZATA BLVD WAYZATA MN 55391 NONE PC GENERAL SUPPORT 2500 SRI AUROBINDO EDUCATION SOCIETY 110016 SRI AUROBINDO MARG NEW DELHI IN NONE PC GENERAL SUPPORT 1350 108100 0 14 32122 18 6061 18 148564 0 186747 0 186747 0 0 0 0 0 0 0 0 0 0 X X 1 SURESH KRISHNA 105 MOUND AVE EXCELSIOR MN 55331 92288 X X 2 GUIDEPOINT GLOBAL LLC 675 AVENUE OF THE AMERICAS 2ND FLOO NEW YORK NY 10011 5833 X 1 1400 SHRS MMP 92288 2023-08-18 ACCOUNTING FEES 1250 0 1250 11,000 SHARES THE RMR GROUP 8635 8635 2000 SHARES AXA EQUITABLE 5.25% PFD 42640 42640 1500 SHARES ADVANCED MICRO DEVIC 221115 221115 820 SHARES AMAZON.COM INC. 124591 124591 252 SHARES NVIDIA CORP 124795 124795 2900 SHARES ONEOK INC 269153 269153 2100 SHARES GASLOG PARTNERS 51114 51114 2372 SHARES KEYCORP 50856 50856 100.6730 SHARES BOSTON TRUST WALDEN EQUI - ORTON 3432 3432 148.9070 SHARES BROWN ADVISORY BEUTELGOO - ORTON 2109 2109 43.727 SHARES EVENTIDE GILEAD I - ORTON 2283 2283 97.509 IMPAX GLOBAL ENVIRONMENT - ORTON 2191 2191 64.484 PARNASSUS VALUE EQUITY I - ORTON 3259 3259 31.46 SHELTON SUSTAINABLE EQUI - ORTON 4877 4877 275 SHARES SIMON PPTY GROUP FMV 39226 39226 10224.7923 SHARES MEDICAL PROPERTIES FMV 50204 50204 1800 SHARES MPLX, LP FMV 66096 66096 5425 SHARES WEBSTER FINL 5.25% PFD FMV 101068 101068 56 SHARES NUVEEN ESG LARGE CAP - ORTON FMV 3890 3890 OFFICE EXPENSES 10 0 10 PARTNERSHIP DISTRIBUTIONS 6061 6061 6061 ADJUSTMENT TO FAIR MARKET VALUE 126020 OTHER INVESTMENT FEES 4097 4097 0 SURESH KRISHNA 105 MOUND AVE EXCELSIOR MN 55331 STATE TAXES 25 0 0 FEDERAL TAXES 228 0 0