2023-01-23T14:10:51-06:00 2022-06-30 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 160 OAKDALE MN 55128 990 2021-07-01 411817315 ST CROIX VALLEY FOUNDATION STCR 7153869490 516 SECOND STREET 214 HUDSON WI 54016 HEATHER LOGELIN PRESIDENT 7153869490 2023-01-10 1 HEATHER LOGELIN 999009999 GEORGIA M AKINS P00950359 6516363806 2023-01-10 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z HEATHER LOGELIN 516 SECOND STREET SUITE 214 HUDSON WI 54016 28529449 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. 20 20 8 180 0 0 5995330 7163246 229985 235087 2030035 6981280 -304 -418 8255046 14379195 3103454 4852542 0 0 595181 685961 0 0 84869 418391 416097 4117026 5954600 4138020 8424595 92244712 77504280 35234755 27972899 57009957 49531381 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 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 4967472 4852542 GRANTS TO ART, EDUCATION, HUMAN SERVICES, ENVIRONMENTAL, RELIGIOUS, HEALTH AND OTHER CHARITABLE ORGANIZATIONS. APPROXIMATELY 1,130 GRANTS WERE GIVEN IN FISCAL YEAR 2022. 251628 SPECIAL COMMUNITY PROJECTS: 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. 102600 235087 FUND MANAGEMENT AND PHILANTHROPIC SERVICES: THESE ACTIVITIES INCLUDE WORKING WITH DONORS, AGENCIES AND AFFILIATED FUNDS WHO ALREADY HAVE ESTABLISHED FUNDS WITH THE FOUNDATION AND INCLUDE TECHNICAL ASSISTANCE, TRAINING AND EDUCATION AS WELL AS ACCOUNTING ACTIVITIES. THERE WERE APPROXIMATELY 490 FUNDS MANAGED IN FISCAL YEAR 2022. THESE ACTIVITIES INCLUDE WORKING WITH DONOR PROSPECTS, WITH PROFESSIONAL FINANCIAL ADVISORS AND AGENCIES WHO WANT TO ESTABLISH A FUND WITH THE FOUNDATION. 5321700 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 8 1 0 0 0 0 0 1 1 1 5 0 0 0 0 0 0 0 0 X 20 20 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 KATRINA LARSEN CHAIR 10.00 X X 0 0 0 JIM ELLIS VICE CHAIR/SECRETARY 10.00 X X 0 0 0 DENNIS DUERST TREASURER 2.00 X X 0 0 0 MICHELLE BREDAHL BOARD MEMBER 2.00 X 0 0 0 ANN HERZOG DREWISKE 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 SUE GERLACH 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 MIKE PEPIN BOARD MEMBER 2.00 X 0 0 0 STEVE SCHROEDER 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 HEATHER LOGELIN EXECUTIVE DIRECTOR 40.00 X 113545 0 15475 113545 0 15475 1 0 0 0 0 1150 7162096 3413103 7163246 ADMINISTRATIVE CHARGES 525990 235087 235087 235087 2018403 2018403 19108020 14145143 4962877 4962877 4962877 4693 1150 5111 -418 -418 14379195 235087 0 6980862 4852542 4852542 161850 72933 55855 33062 421952 167533 230996 23423 19526 7391 11471 664 39526 19889 17932 1705 43107 17706 21368 4033 13185 13185 109518 109518 180 180 13830 7187 605 6038 14869 5910 7135 1824 54960 23823 26825 4312 2725 1900 194 631 10468 8891 837 740 12689 5500 6194 995 5754 2494 2809 451 FUND PROJECT EXPENSES 85982 85982 EQUIPMENT RENTAL AND MA 84717 36722 41348 6647 DUES AND SUBSCRIPTIONS 4810 2913 1553 344 CONVERSATIONS OF THE VA 2384 2384 26 26 5954600 5321700 548031 84869 25350 26259 291698 296098 836197 682994 10801 9021 96540 78593 25893 17947 90570233 76011817 484540 460144 92244712 77504280 79962 117225 35149339 27852832 5454 2842 35234755 27972899 X 935206 934362 56074751 48597019 57009957 49531381 92244712 77504280 X 8424595 -15878775 -24396 X 0 1 X 1 0 X 3579919 6432204 5583427 5995330 7163246 28754126 3579919 6432204 5583427 5995330 7163246 28754126 5511142 23242984 892976 1397205 925170 923613 2018403 6157367 34911493 1179989 0.66580 0.73070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 157 98 4255014 735444 1787275 1305286 14623472 18858699 1 1 0 1 X 49522613 2059274 -8480455 1493448 543574 41064410 36674453 2781941 11934428 1396551 471658 49522613 35772179 2178967 214114 1072629 418178 36674453 31289377 4721927 1209672 1054937 393860 35772179 27921744 2004559 2309366 614290 332022 31289357 0.00840 0.90650 0.08510 1 0 96540 78593 17947 17947 CAPITAL LEASE 2842 2842 X -1633494 -15878775 -24396 -15903171 14269677 109518 109518 14379195 5845082 0 5845082 109518 109518 5954600 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, 2022 AND 2021, 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 -24,396. 1 SOMERSET PUBLIC LIBRARY 208 HUD STREET SOMERSET WI 54025 396068625 501(C)(3) 1085684 0 FURNISHING & SUPPLIES FOR STORY TIME ROOM HUDSON HOCKEY ASSOCIATION 1820 HANLEY RD HUDSON WI 54016 391296587 501(C)(3) 263250 0 GENERAL OPERATING, CAPITAL CAMPAIGN MINNESOTA CHILDREN'S MUSEUM 10 WEST 7TH STREET ST PAUL MN 55102 411354181 501(C)(3) 200000 0 GENERAL OPERATING WILD RIVERS CONSERVANCY OF THE ST CROIX AND NAMEKAGON 1015 N CASCADE ST OSCEOLA WI 54020 263025933 501(C)(3) 156776 0 SPONSORSHIP, GENERAL OPERATING, SITE PLANNING PRESBYTERIAN HOMES FOUNDATION 2845 HAMLINE AVE N ROSEVILLE MN 55113 411465334 501(C)(3) 155000 0 GENERAL OPERATING COURAGE KENNY REHABILITATION INSTITUTE - ST CROIX 1460 CURVE CREST BLVD STILLWATER MN 55082 411952989 501(C)(3) 153071 0 GENERAL OPERATING LAKEVIEW MEMORIAL HOSPICE PROGRAM 927 CHURCHILL STREET STILLWATER MN 55082 411386635 501(C)(3) 152571 0 GENERAL OPERATING FRIENDS OF PERCH LAKE PO BOX 891 HUDSON WI 54016 311744774 501(C)(3) 108407 0 GENERAL OPERATING TWIN CITIES HABITAT FOR HUMANITY 1954 UNIVERSITY AVE W ST PAUL MN 55104 363363171 501(C)(3) 100250 0 GENERAL OPERATING CIMARRON COMMUNITY FARM LLC 2633 DUPONT AVE S UNIT 3 MINNEAPOLIS MN 55408 853820931 501(C)(3) 75850 0 STAFFING YMCA HUDSON 2211 VINE ST HUDSON WI 54016 452563299 501(C)(3) 60707 0 GENERAL OPERATING NEW RICHMOND AREA COMMUNITY FOUNDATION PO BOX 96 NEW RICHMOND WI 54017 391392267 501(C)(3) 57000 0 PAYROLL AND RELATED EXPENSES UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE SUITE 500 MINNEAPOLIS MN 55455 416042488 501(C)(3) 45800 0 RAPTOR CENTER, LAW SCHOOL, SCHOLARSHIPS, OUTREACH PRAYING PELICAN MISSIONS 8011 34TH AVE S SUITE 333 BLOOMINGTON MN 55425 300222202 501(C)(3) 45000 0 CONSTRUCTION AND MINISTRY OF BLIBLICA UNCION Y FUEGO SIQUIRRES, COSTA RICA CITY OF PRESCOTT 800 BORNER ST PRESCOTT WI 54021 396005578 501(C)(3) 42200 0 K-9 PROGRAM FAMILYMEANS 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 416045574 501(C)(3) 41114 0 GENERAL OPERATING, COUNSELING & THERAPY THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C)(3) 35343 0 MEMORIAL, ENDOWMENT, GENERAL OPERATIONS PARKINSON'S FOUNDATION 8085 WAYZATA BLVD SUITE 100 GOLDEN VALLEY MN 55426 131866796 501(C)(3) 35000 0 KITS/GUIDES AND CARE PROGRAM BAYFIELD ELECTRIC COOPERATIVE PO BOX 68 IRON RIVER WI 54847 390154234 501(C)(3) 32375 0 POWERLINE ON THE NAMEKAGON RIVER & REMOVAL OF OLD INFRASTRUCTURE MINNESOTA HISTORICAL SOCIETY 345 KELLOGG BLVD W ST PAUL MN 55102 410713907 501(C)(3) 31500 0 INTERNSHIP PROGRAM/GENERAL OPERATIONS UNITED WAY ST CROIX VALLEY 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C)(3) 26806 0 TRAINING, GENERAL OPERATION, POLK COUNTY SERVICE, GIVEBIG MOUNT CALVARY LUTHERAN CHURCH 301 COUNTY ROAD 19 EXCELSIOR MN 55331 410870777 501(C)(3) 26000 0 ANNUAL GIFT, CAPITAL CAMPAIGN THE PARTNERSHIP PLAN FOR STILLWATER AREA SCHOOLS 1875 S GREELEY ST STILLWATER MN 55082 203012418 501(C)(3) 25134 0 MENTAL HEALTH, GENERAL OPERATING SPRING RUN CHARITABLE FOUNDATION 9136 SPRING RUN BLVD BONITA SPRINGS FL 34135 263813716 501(C)(3) 25000 0 GENERAL OPERATING ST ANDREW'S LUTHERAN CHURCH 900 STILLWATER ROAD MAHTOMEDI MN 55115 410880458 501(C)(3) 23500 0 GENERAL OPERATING, HOPE LIVES PROJECT RIVER FALLS SCHOOL DISTRICT 852 EAST DIVISION STREET RIVER FALLS WI 54022 396004207 501(C)(3) 23345 0 SAFETY PROJECT, CURRICULUM, LUNCH PROGRAM, SCVMEA CANVAS HEALTH 7066 STILLWATER BOULEVARD NO OAKDALE MN 55128 410955577 501(C)(3) 22879 0 SPONSORSHIP, GREATEST NEED UNITED WAY OF WASHINGTON COUNTY EAST 1825 CURVE CREST BLVD STILLWATER MN 55082 410855267 501(C)(3) 22350 0 GENERAL OPERATING AMHERST H WILDER FOUNDATION 451 LEXINGTON PARKWAY NORTH ST PAUL MN 55104 410693889 501(C)(3) 20960 0 CAREGIVER SUPPORT VIA IN/OUT OF HOME RESPITE CARE PROGRAM BLUES ON THE CHIPPEWA INC PO BOX 125 DURAND WI 54736 262517984 501(C)(3) 20000 0 MUSIC FESTIVAL TO SUPPORT FOOD AID AND MUSIC EDUCATION. FRIENDS OF FREEDOM PARK INC 200 MONROE STREET PRESCOTT WI 54021 203842342 501(C)(3) 19947 0 OPERATIONS ST JOHN'S UNITED CHURCH OF CHRIST PO BOX 14 LA POINTE WI 54850 237165228 501(C)(3) 19000 0 CAPITAL IMPROVEMENTS, ANNUAL GIFT PRESCOTT SCHOOL DISTRICT 1220 ST CROIX ST PRESCOTT WI 54021 396004038 501(C)(3) 18125 0 AUDITORIUM, CONCERT, SCHOLARSHIPS CATHOLIC RELIEF SERVICES PO BOX 17090 BALTIMORE MD 21298 135563422 501(C)(3) 18000 0 PEOPLE OF UKRAINE SCIENCE MUSEUM OF MINNESOTA 120 WEST KELLOGG BOULEVARD ST PAUL MN 55102 410706172 501(C)(3) 17500 0 YOUTH SCIENCE CENTER, GENERAL OPERATING ST CROIX VALLEY FOOD BANK PO BOX 377 HUDSON WI 54016 852550542 501(C)(3) 16862 0 GENERAL OPERATING, FOOD BANK PROGRAM. VALLEY OUTREACH 1911 CURVE CREST BLVD W STILLWATER MN 55082 411452973 501(C)(3) 16815 0 GENERAL OPERATING, FEED THE FAMILY RIVER VALLEY TRAILS PO BOX 682 HUDSON WI 54016 460484130 501(C)(3) 16000 0 LIMITLESS CYCLING PROJECT ST PAUL'S NEWMAN CHURCH OF FARGO 1141 UNIVERSITY DR N FARGO ND 58102 410276061 501(C)(3) 15000 0 ST PAUL'S NEWMAN CENTER THE HISTORY THEATRE INC 30 E TENTH ST ST PAUL MN 55101 411408420 501(C)(3) 15000 0 FOR THE LANCE BELVILLE FUND FOR NEW PLAY DEVELOPMENT FAMILY SERVICES OF WESTCHESTER INC 2975 WESTCHESTER AVENUE SUITE 401 PURCHASE NY 10577 131773419 501(C)(3) 15000 0 GENERAL OPERATING MT ZION LUTHERAN CHURCH 505 13TH ST HUDSON WI 54016 391457890 501(C)(3) 13900 0 CAPITAL CAMPAIGN AND GENERAL OPERATIONS FAMILY RESOURCE CENTER ST CROIX VALLEY INC 857 MAIN STREET BALDWIN WI 54002 391943404 501(C)(3) 13377 0 GENERAL OPERATING, MENTAL HEALTH SUPPORT STRUTHER'S PARKINSON'S CARE NETWORK 6701 COUNTRY CLUB DRIVE GOLDEN VALLEY MN 55427 410132080 501(C)(3) 13000 0 ONLINE PARKINSON'S PATIENT AND CAREGIVER COURSE EXPANSION NEW RICHMOND SCHOOL DISTRICT 701 EAST 11TH STREET NEW RICHMOND WI 54017 396003673 501(C)(3) 12988 0 BOOKS, FAMILY SAFETY NIGHT, SPONSORSHIP, MEMORIAL, SOAR HUDSON SCHOOL DISTRICT 644 BRAKKE DR HUDSON WI 54016 396002665 501(C)(3) 12420 0 SCHOLARSHIPS, WILLOW RIVER ELEMENTARY, DIGITAL NATIVES RENAISSANCE CHARITABLE FOUNDATION INC 8910 PURDUE RD SUITE 555 INDIANAPOLIS IN 46268 352129262 501(C)(3) 12135 0 RICK AND SANDY BOWEN CHARITABLE FUND STILLWATER PUBLIC LIBRARY 224 THIRD ST N STILLWATER MN 55082 416005566 501(C)(3) 12041 0 ANNUAL, GENERAL OPERATING SALVATION ARMY ST CROIX COUNTYGRACE PLACE 505 W 8TH ST NEW RICHMOND WI 54017 362167910 501(C)(3) 11943 0 NEW BEGINNINGS, GENERAL OPERATING CITY OF NEW RICHMOND 156 EAST FIRST ST NEW RICHMOND WI 54017 396005554 501(C)(3) 11750 0 SATHER NATURE CENTER ARTREACH ST CROIX 224 4TH STREET NORTH STILLWATER MN 55082 411758837 501(C)(3) 10570 0 LEADERSHIP, ST. CROIX SPLASH, MOBILE ART GALLERY YOUTH ADVANTAGE PO BOX 11 STILLWATER MN 55082 262920118 501(C)(3) 10500 0 GENERAL OPERATING, ATHLETIC FEES NORTH END COMMUNITY FOUNDATION 1483 KENT ST ST PAUL MN 55117 843707473 501(C)(3) 10240 0 GENERAL OPERATING, GRANTS MILL CITY CHURCH 3023 RANDOLF ST NE MINNEAPOLIS MN 55418 464842729 501(C)(3) 10000 0 GENERAL OPERATING HEALING PLAY INC 1524 RIVER TERRACE ST PRESCOTT WI 54021 832522811 501(C)(3) 10000 0 FAIRY WONDERLAND PARK FIVE LOAVES FOOD AND CLOTHING CENTER INC PO BOX 222 NEW RICHMOND WI 54017 391565734 501(C)(3) 10000 0 GENERAL OPERATIONS, REFRIGERATOR ST CROIX CATHOLIC SCHOOL 621 3RD ST S STILLWATER MN 55082 411731931 501(C)(3) 9850 0 LEGACY OF FAITH CAMPAIGN, GENERAL OPERATING COMMUNITY REFERRAL AGENCY INC PO BOX 365 MILLTOWN WI 54858 391368945 501(C)(3) 9200 0 MENTAL HEALTH PROGRAM HILL - MURRAY SCHOOL 2625 LARPENTEUR AVE EAST MAPLEWOOD MN 55109 410829754 501(C)(3) 9000 0 ANNUAL GIFT, GENERAL OPERATIONS ADORAY HOME HEALTH & HOSPICE 990 MAIN STREET SUITE I BALDWIN WI 54002 391791601 501(C)(3) 8600 0 RECYCLE & REPURPOSE TEXTILES UNIVERSITY OF NORTHWESTERN - ST PAUL PO BOX 130517 ST PAUL MN 55113 410711610 501(C)(3) 8491 0 SPRING FUNDRAISER, GENERAL OPERATING YOUNG LIFE ST CROIX VALLEY 1151 PARKWOOD LANE STILLWATER MN 55082 840385934 501(C)(3) 8082 0 GENERAL OPERATIONS, CAMP TRANSPORTATION HOPE LUTHERAN CHURCH 3337 KINGSBARN AVENUE RIVER FALLS WI 54022 721603482 501(C)(3) 8040 0 GENERAL OPERATIONS HUDSON AREA LIBRARY FOUNDATION INC 700 FIRST STREET HUDSON WI 54016 391686585 501(C)(3) 7901 0 GENERAL OPERATING, PROGRAMS STILLWATER AREA PUBLIC SCHOOLS - ISD #834 1875 S GREELEY ST STILLWATER MN 55082 416008519 501(C)(3) 7850 0 BOYS CHOIR FESTIVAL, SASH ORCHESTRA, LEARNING CENTER SAINT PAUL & MINNESOTA FOUNDATION 101 FIFTH STREET EAST SUITE 2400 SAINT PAUL MN 55101 416031510 501(C)(3) 7716 0 FOR THE MCDONALD FAMILY FUND DULUTH CHILDREN'S MUSEUM INC 115 S 29TH AVE W DULUTH MN 55806 410718361 501(C)(3) 7500 0 GENERAL OPERATING BAYFIELD COUNTY LAND & WATER CONSERVATION DEPARTMENT PO BOX 126 WASHBURN WI 54891 396005670 501(C)(3) 7250 0 STREAM FLOW AND TEMPERATURE MONITORING GAGE HUDSON HOSPITAL FOUNDATION 405 STAGELINE ROAD HUDSON WI 54016 391279567 501(C)(3) 7080 0 SCHOLARSHIPS, GENERAL OPERATING SALVATION ARMY 2445 PRIOR AVE N ROSEVILLE MN 55113 410698597 501(C)(3) 7000 0 GENERAL OPERATING COMMUNITY THREAD 2300 WEST ORLEANS STREET STILLWATER MN 55082 410967271 501(C)(3) 7000 0 GENERAL OPERATING, BUS LOOP SERVICES ST PAUL'S EPISCOPAL CHURCH 502 COUNTY ROAD UU HUDSON WI 54016 391456269 501(C)(3) 7000 0 RECTORS SEARCH FUND INTERFAITH CAREGIVERS OF POLK COUNTY INC PO BOX 833 SAINT CROIX FALLS WI 54024 391837906 501(C)(3) 6813 0 NEIGHBORS HELPING NEIGHBORS, GENERAL OPERATIONS CHISAGO LAKES SCHOOL DISTRICT #2144 29678 KARMEL AVE CHISAGO CITY MN 55013 411762002 501(C)(3) 6778 0 CHISAGO LAKES HIGH SCHOOL, FRIENDS MAKE A DIFFERENCE PROGRAM SENITIZO 2344 FOOTHILLS DR S GOLDEN CO 80401 821555063 501(C)(3) 6762 0 GENERAL OPERATING SILVER SOBRIETY 11550 STILLWATER BLVD SUITE 103 LAKE ELMO MN 55042 473080139 501(C)(3) 6478 0 SILVER SOBRIETY CONFERENCE ROOM AMERY FFA 555 MINNEAPOLIS AVENUE AMERY WI 54005 396000675 501(C)(3) 6417 0 GENERAL OPERATIONS TOWN OF ALDEN CHARITABLE FUND 183 155TH STREET STAR PRAIRIE WI 54026 396005771 501(C)(3) 6417 0 GENERAL OPERATIONS COLLIDE THEATRICAL DANCE COMPANY 755 PRIOR AVE NORTH SUITE 235H ST PAUL MN 55104 461479003 501(C)(3) 6400 0 WONDERLAND PRODUCTION ST MATTHEW'S HOUSE 2601 AIRPORT ROAD S NAPLES FL 34112 651110501 501(C)(3) 6250 0 FOOD, SHELTER (NON ADMINISTRATIVE) WEST CAP 525 2ND ST GLENWOOD CITY WI 54013 391076125 501(C)(3) 6100 0 GENERAL AND MENTAL HEALTH INITIATIVE ST CROIX VALLEY OPERA PO BOX 2300 STILLWATER MN 55082 832963065 501(C)(3) 6025 0 OPERA ON THE RIVER, ARTS VALLEY FRIENDSHIP CLUB 5620 MEMORIAL AVE N SUITE C STILLWATER MN 55082 272362329 501(C)(3) 6000 0 OFFERING SOCIAL OPPORTUNITIES CANCER LEGAL CARE 3503 HIGH POINT DRIVE N SUITE 270 OAKDALE MN 55128 020736402 501(C)(3) 6000 0 GENERAL OPERATIONS APOSTLE ISLANDS HISTORIC PRESERVATION CONSERVANCY PO BOX 88 BAYFIELD WI 54814 260894845 501(C)(3) 6000 0 OPERATIONS AND GRANTS ORDWAY CENTER FOR THE PERFORMING ARTS 345 WASHINGTON ST ST PAUL MN 55102 411428998 501(C)(3) 6000 0 GENERAL OPERATING AMERY AREA COMMUNITY CENTER 608 HARRIMAN AVE S AMERY WI 54001 391540560 501(C)(3) 6000 0 SENIOR PROGRAMMING FRANCONIA SCULPTURE PARK 29836 ST CROIX TRAIL SHAFER MN 55074 411843609 501(C)(3) 6000 0 GENERAL OPERATING AND SKATING RINK WESTFIELDS HOSPITAL & CLINIC FOUNDATION 535 HOSPITAL ROAD NEW RICHMOND WI 54017 391770913 501(C)(3) 5850 0 GENERAL SUPPORT FAITH'S LODGE RETREAT CENTER 6942 COUNTY RD C DANBURY WI 54830 204967588 501(C)(3) 5750 0 GROUP GRIEF THERAPY FOR PARENTS AND CHILDREN MINNESOTA COUNCIL ON FOUNDATIONS 800 WASHINGTON AVE N STE 703 MINNEAPOLIS MN 55401 411269275 501(C)(3) 5750 0 GENERAL OPERATIONS YOUTH SERVICE BUREAU INC 6120 OREN AVENUE NORTH STILLWATER MN 55082 411333578 501(C)(3) 5685 0 YOUTH INTERVENTION SERVICES MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 5500 0 RESEARCH, MEMORIAL, GENERAL OPERATING TURNINGPOINT FOR VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE INC 117 NORTH MAIN ST RIVER FALLS WI 54022 391322995 501(C)(3) 5500 0 FAMILY NEEDS, GENERAL OPERATING, GRANT AWARDS OPERATION HELP 901 4TH ST SUITE 214 HUDSON WI 54016 391711703 501(C)(3) 5300 0 GENERAL OPERATING FARM TABLE FOUNDATION 110 KELLER AVE N AMERY WI 54001 820817623 501(C)(3) 5250 0 GENERAL OPERATING, PROGRAMMING, C25 PROGRAM HUDSON AREA BACKPACK PROGRAM PO BOX 491 HUDSON WI 54016 300885523 501(C)(3) 5201 0 GENERAL OPERATING CARPENTER ST CROIX VALLEY NATURE CENTER 12805 ST CROIX TRAIL SOUTH HASTINGS MN 55033 237275337 501(C)(3) 5100 0 SNOWY EGRET SPONSORSHIP, GENERAL, CAPTITAL CAMPAIGN BENCH ST CROIX VALLEY CHAMBER CHORALE P O BOX 352 STILLWATER MN 55082 411298653 501(C)(3) 5025 0 VALLEY CHAMBER CHORALE 99 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 38 3409227 AVERAGE HIGH/LOW X EVENT ITEMS 15 3876 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) AND MARKETED BY THE LOCAL AFFILIATE BOARD MEMBERS DESIGNEE. 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 -24,396. 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 13792 ST CROIX VALLEY FOUNDATION