2023-05-12T12:14:17-05:00 2022-12-31 411540027 Sherburne & Dahl Ltd 275 Market Street Suite 274A Minneapolis MN 55405 990PF 2022-01-01 411904085 LIVING SPRINGS FOUNDATION LIVI 6123383255 275 MARKET STREET SUITE 274A MINNEAPOLIS MN 55405 Robert Jonas DIRECTOR 6123383255 2023-05-10 1 Robert Jonas XXX-XX-XXXX 0 Kristopher Dahl P00165758 6123383255 2023-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1465177 X 49915 2 2 39355 39355 60651 287111 60651 149923 100008 0 0 0 0 0 12909 6455 0 6454 7176 7176 0 0 8059 720 0 0 25 0 0 25 28169 14351 0 6479 275415 275415 303584 14351 0 281894 -153661 85657 0 10764 9992 9992 28119 19279 19279 1544 728 1544 1544 700197 561054 878689 666037 660315 555673 1405845 1252184 1465177 125000 45000 125000 45000 X 1508220 1558135 0 0 -227375 -350951 1280845 1207184 1405845 1252184 1280845 -153661 100000 1227184 20000 1207184 Ishares 20 Year Treasury Bond ETF P 2022-10-26 2022-12-12 6997 6264 733 733 TIAA Cref Social Choice Bond Advisor P 2022-02-08 2022-12-12 27292 31000 -3708 -3708 Apple Inc P 2005-01-03 2022-12-12 39856 319 39537 39537 Doubleline Total Ret Bond I P 2020-01-07 2022-12-12 18800 22484 -3684 -3684 Fidelity Adv Divers Intl CL I P 2004-06-17 2022-02-08 29326 17625 11701 11701 Fidelity Adv Divers Intl CL I P 2017-09-19 2022-02-08 12214 10448 1766 1766 Ishares TIPS Bond ETF P 2016-07-15 2022-12-12 5432 5820 -388 -388 Ishares Core MSCI EAFE ETF P 2020-07-30 2022-12-12 10844 10326 518 518 Ishares Core MSCI Emerging Mkts ETF P 2020-05-27 2022-12-12 12927 12070 857 857 Clearbridge International Growth P 2020-12-18 2022-12-12 10070 12187 -2117 -2117 Matthews Asia Growth Fund IS P 2020-12-18 2022-12-12 5018 8802 -3784 -3784 Abbey Capital Futures Strategy Fund P 2020-01-13 2022-10-26 42887 33262 9625 9625 Abbey Capital Futures Strategy Fund P 2020-01-13 2022-12-12 6594 6168 426 426 TIAA Cref Social Choice Bond Advisor P 2020-09-29 2022-12-12 17708 21750 -4042 -4042 Vanguard FTSE Social Index Fund P 2020-05-27 2022-12-12 29901 23618 6283 6283 Vanguard MC Grow Index ADM P 2014-07-31 2022-12-12 8655 4317 4338 4338 Capital Gains Dividends P 2590 2590 2590 60651 -2975 1191 0 1191 0 1191 6000 0 0 0 6000 0 4809 4809 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 1 0 0 1 N/A KRISTOPHER DAHL 6123383255 275 MARKET STREET SUITE 274A MINNEAPOLIS MN 55405 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET BULLITT-JONAS 275 Market Street Suite 274A Minneapolis MN 55405 DIRECTOR 0.00 0 0 0 ROBERT JONAS 275 Market Street Suite 274A Minneapolis MN 55405 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 1774135 60047 0 1834182 0 0 1834182 27513 1806669 90333 90333 1191 1191 89142 0 89142 0 89142 281894 0 281894 89142 0 0 82814 79553 275317 247348 303684 988716 281894 0 0 0 89142 192752 0 0 1181468 0 0 0 0 0 0 82814 1098654 79553 275317 247348 303684 192752 Living Springs Foundation 275 Market Street Suite 274A Minneapolis MN 55405 6123383255 TWO SETS OF GRANT PROPOSAL SHOULD BE SUBMITTED. NONE PRIMARY FOCUS IS ON COMMUNITIES IN THE NEW ENGLAND AREA. 350ORG PO BOX 843004 BOSTON MA 02284 PC GENERAL OPERATING 3000 AGAPE COMMUNITY INC 2062 GREENWICH ROAD WARE MA 01082 PC GENERAL SUPPORT 2000 ALLIANCE FOR TOMPOTIKA CONSERVATION 21416 86TH AVE SW VASHON WA 98070 PC GENERAL SUPPORT 1500 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 PC GENERAL OPERATING SUPPORT 2500 AMHERST SURVIVAL CENTER PO BOX 9629 NORTH AMHERST MA 01059 PC GENERAL OPERATING SUPPORT 2000 ARISE FOR SOCIAL JUSTICE 38 SCHOOL STREET SPRINGFIELD MA 01105 PC GENERAL OEPRATING 2500 BETTER FUTURE PROJECT INC 30 BOW ST CAMBRIDGE MA 02138 PC GENERAL OPERATING 5000 CENTER FOR BIOLOGICAL DIVERSITY PO BOX 710 TUCSON AZ 85702 PC GENERAL OPERATING 5000 CENTER FOR ECO TECHNOLOGY 320 RIVERSIDE DRIVE 1-A NORTHAMPTON MA 01062 PC GENERAL SUPPORT 500 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 333 Bridge Street Springfield MA 01103 PC GENERAL OPERATING - $6,000; MARKHAM-NATHAN FDN FOR SOCIAL JUSTICE - 2,000 8000 COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE ONE SUGARLOAF STREET SOUTH DEERFIELD MA 01373 PC GENERAL OPERATING 5000 CONNECTICUT RIVER CONSERVANCY 15 BANK ROW GREENFIELD MA 01301 pc GENERAL SUPPORT 1000 CONSERVATION INTERNATIONAL FOUNDATION PO BOX 418608 BOSTON MA 02241 PC GENERAL OPERATING 2000 CORPORATE ACCOUNTABILITY 10 MILK ST STE 610 BOSTON MA 02108 PC YEAR 3 OF 3 YEAR PLEDGE 25000 EAGLE EYE INSTITUTE PO BOX 1282 PERU MA 02144 PC GENERAL SUPPORT 3000 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 PC NEVER REST CAMPAIGN 5000 EPIPHANY SCHOOL INC 154 CENTRE STREET DORCHESTER MA 02124 PC GENERAL OPERATING SUPPORT 1000 EPISCOPAL DIOCESE OF WESTERN MASSACHUSETTS 37 CHESTNUT STREET SPRINGFIELD MA 01103 PC HUMAN TO HUMAN PROGRAM 2500 EPISCOPAL RELIEF AND DEVELOPMENT PO BOX 7058 MERRIFIELD VA 22116 PC GENERAL SUPPORT 5000 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 PC GENERAL SUPPORT 1000 FAMILY DIVERSITY PROJECTS INC 61 FORD XING NORTHAMPTON MA 01060 PC GENERAL OPERATING 500 FINCA INTERNATIONAL INC 1201 15TH STREET NW 8TH FLOOR WASHINGTON DC 20005 PC GENERAL SUPPORT 1500 FOOD BANK OF WESTERN MASSACHUSETTS INC PO BOX 160 HATFIELD MA 01038 PC GENERAL OPERATING 5000 FRANKLIN LAND TRUST INC PO BOX 450 SHELBURNE FALLS MA 01370 PC GENERAL FUND 49915 FRIENDS OF THE EARTH 1101 15TH STREET NW 11TH FLOOR WASHINGTON DC 20005 PC GENERAL OPERATING 2500 GRAND CANYON TRUST PO BOX 1236 FLAGSTAFF AZ 86002 PC GENERAL SUPPORT 1000 GREENFAITH 1216 BROADWAY FLOOR 2 ROOM 1005 NEW YORK NY 10001 PC SACRED SEASON FOR CLIMATE JUSTICE CAMPAIGN 4000 GROW FOOD NORTHAMPTON INC 221 PINE STREET SUITE 349 FLORENCE MA 01062 PC GENERAL OPERATING 2000 HILLTOWN LAND TRUST INC 332 BULLITT ROAD ASHFIELD MA 01330 PC GENERAL OPERATING 2000 HISTORIC NORTHAMPTON 46 BRIDGE STREET NORTHAMPTON MA 01060 PC GENERAL OPERATING 2000 HITCHCOCK CENTER FOR THE ENVIRONMENT 845 WEST STREET AMHERST MA 01002 PC GENRAL FUND SUPPORT - 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SCHEDULE AVAIL UPON REQUEST 660315 555673 STOCK & EQUITY FUNDS - SCHED AVAIL UPON REQUEST 561054 878689 Grant commitments increase in 2022 (Included in Future grants payable) 20000 STATE OF MN FILING FEE 25 0 0 25 Grants previously accrued and paid in 2022 100000 US BANK MANAGEMENT FEES 7176 7176 0 0 ROBERT JONAS 109 OLANDER DRIVE NORTHAMPTON MA 01060 MARGARET BULLITT JONAS 109 OLANDER DRIVE NORTHAMPTON MA 01060 FOREIGN TAX PAID 720 720 0 0 FEDERAL EXCISE TAXES PAID 7339 0 0 0