2023-09-19T13:12:11-05:00 2022-12-31 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 160 OAKDALE MN 55128 990 2022-01-01 473487091 GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION GREA 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55110 DAVE SWANSON TREASURER 6514085412 2023-08-25 1 DAVE SWANSON 999009999 0 X GEORGIA M AKINS P00950359 6516363806 2023-08-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVE SWANSON PO BOX 10626 WHITE BEAR LAKE MN 55110 673234 0 X WWW.GREATERWBLFOUNDATION.ORG X 2015 MN THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 16 16 0 50 0 0 852920 518939 0 17500 157424 74503 -3379 -6819 1006965 604123 715128 163177 0 0 0 0 0 0 8775 82844 143694 797972 306871 208993 297252 4420146 4145334 213135 185403 4207011 3959931 THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 0 0 220356 163177 1508 DURING 2022, THE ORGANIZATION DISTRIBUTED $163,177 IN GRANTS TO ENRICH THE LIVES OF PEOPLE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 47 GRANTS WERE GIVEN IN 2022. 22 COMPETITIVE GRANTS TOTALING $78,217 WERE AWARDED FROM THE COMMUNITY PARTNERS FUND, 23 GRANTS TOTALING $72,460 WERE ISSUED FROM DONOR ADVISED FUNDS, AND 2 GRANTS TOTALING $12,500 WERE ISSUED FROM FIELD OF INTEREST FUNDS, DESIGNATED FUNDS AND OTHERS. 28326 17500 THE LEADERSHIP TOMORROW SERIES IS A PROGRAM TO CREATE A NEW GENERATION OF COMMUNITY LEADERS. SELECTED PARTICIPANTS ATTEND MONTHLY PROGRAMS FOR 10 MONTHS OF THE YEAR TO LEARN LEADERSHIP CONCEPTS AND SKILLS AND TO BECOME AWARE OF COMMUNITY ISSUES AND RESOURCES. THERE WERE 19 PARTICIPANTS IN THE PROGRAM IN 2022. 248682 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 MN X X DAVE SWANSON 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55115 CRAIG DRAKE CHAIR 5.00 X X 0 0 0 CAROL MCFARLANE VICE-CHAIR 5.00 X X 0 0 0 KAREN ALNES SECRETARY 2.00 X X 0 0 0 BRADY RAMSAY TREASURER 5.00 X X 0 0 0 EUNICE COTE BOARD MEMBER 4.00 X 0 0 0 JESSE BENGTSON BOARD MEMBER 2.00 X 0 0 0 NANCY CALDERON BOARD MEMBER 2.00 X 0 0 0 SUSAN HARTZELL BOARD MEMBER 2.00 X 0 0 0 CARTER JOHNSON BOARD MEMBER 2.00 X 0 0 0 LISA HINIKER POCRNICH BOARD MEMBER 2.00 X 0 0 0 MIKE RUETHER BOARD MEMBER 2.00 X 0 0 0 MARK SATHER BOARD MEMBER 5.00 X 0 0 0 LAURA WHITNEY BOARD MEMBER 2.00 X 0 0 0 BILL FOUSSARD BOARD MEMBER 2.00 X 0 0 0 DAVE SWANSON BOARD MEMBER 2.00 X 0 0 0 TIM TORGERSON BOARD MEMBER 4.00 X 0 0 0 ROBERT SCHNEEWEIS-BOARD MEMBER (THRU 2/2022) 5.00 X 0 0 0 KRIS MASON EXECUTIVE DIRECTOR 28.00 X 44153 0 0 44153 0 0 0 0 0 0 0 169787 349152 61928 518939 PROGRAM REVENUE 611430 17500 17500 17500 74406 74406 60881 60784 97 97 97 0 169787 8327 -8327 -8327 ADMIN FEES 561000 1508 1508 1508 604123 19008 0 66176 163177 163177 44153 31348 11039 1766 658 658 38174 18813 18166 1195 10470 10470 25149 24102 644 403 3941 3941 3752 3444 308 7139 4184 2698 257 740 740 2267 1965 302 723 723 PRINTING 2348 1248 1100 0 MISCELLANEOUS 2296 401 1376 519 DUES AND SUBSCRIPTIONS 1360 1360 POSTAGE 524 0 132 392 306871 248682 49414 8775 609525 666693 3810621 3478641 4420146 4145334 15500 0 197635 185403 213135 185403 X 2930609 2908439 1276402 1051492 4207011 3959931 4420146 4145334 297252 -544332 0 X 0 1 X 1 0 X 150156 3022934 1067502 852920 518939 5612451 8320 9415 12075 17500 47310 158476 3032349 1079577 852920 536439 5659761 13770 66319 108925 33128 27746 249888 0 13770 66319 108925 33128 27746 249888 5409873 13991 26674 55563 48866 74406 219500 13991 26674 55563 48866 74406 219500 276 196 450 999 1508 3429 172743 3059219 1135590 902785 612353 5882690 0.91960 0.91780 0.03730 0.02360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20 3 260784 1000 62460 0 2280542 2113 1 1 0 1 X 1258345 -176219 37500 10635 1033991 1183630 122448 35500 12233 1258345 1050908 141124 8402 1183630 1.00000 0 0 0 X 54176 -544332 1686 3169 -539477 593653 10470 10470 604123 301256 1686 3169 4855 296401 10470 10470 306871 PART IV, LINE 2B: THE FOUNDATION HOLDS FUNDS AS NONPROFIT ENDOWMENTS AND AS A FISCAL SPONSOR. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS FOR THESE FUNDS. PART V, LINE 4: THE ENDOWMENT'S INVESTMENT INCOME NET OF INVESTMENT EXPENSES ON THE PRINCIPAL IS TO BE USED TO MEET THE FUTURE CHARITABLE NEEDS OF THE GREATER WHITE BEAR LAKE AREA. 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 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 DECEMBER 31, 2022 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 3,169. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 3,169. SHARE THE JOY 150787 150787 2705 1867 SUMMER SOIREE 19000 19000 2452 1303 169787 169787 5157 3170 8327 -8327 1 CITY OF WHITE BEAR LAKE 4701 HIGHWAY 61 WHITE BEAR LAKE MN 55110 416005641 GOVT 10000 0 FIRWORKS DISPLAY WHITE BEAR LAKE CENTER FOR THE ARTS 4941 LONG AVE WHITE BEAR LAKE MN 55110 411290707 501(C)(3) 13100 0 PROGRAMMING WHITE BEAR LAKE AREA SCHOOL DISTRICT 4855 BLOOM AVE WHITE BEAR LAKE MN 55110 416008212 501(C)(3) 5100 0 PROGRAMMING LAKESHORE PLAYERS 4941 LONG AVENUE WHITE BEAR LAKE MN 55110 416038716 501(C)(3) 10000 0 PROGRAMMING NEWTRAX 3700 HWY 61 N WHITE BEAR LAKE MN 55110 274476087 501(C)(3) 10250 0 GENERAL OPERATIONS WHITE BEAR LAKE EMERGENCY FOOD SHELF 1884 WHITAKER STREET WHITE BEAR LAKE MN 55110 411459604 501(C)(3) 15267 0 PROGRAMMING WHITE BEAR AREA HISTORICAL SOCIETY PO BOX 10543 WHITE BEAR LAKE MN 55110 237303749 501(C)(3) 8500 0 GENERAL OPERATIONS WHITE BEAR LAKE ROTARY FOUNDATION 1620 MAHTOMEDI AVENUE MAHTOMEDI MN 55115 411817128 501(C)(3) 5660 0 PROGRAMMING YMCA OF THE NORTH 651 NICOLLET AVENUE SUITE 500 MINNEAPOLIS MN 55402 452563299 501(C)(3) 6300 0 PROGRAMMING WHITE BEAR SAILING SCHOOL 56 DELLWODD AVENUE WHITE BEAR LAKE MN 55110 411379110 501(C)(3) 10000 0 ESTABLISH ENDOWMENT 10 PART I, LINE 2: GRANTEES RECEIVING COMMUNITY PARTNERS FUND GRANTS ARE REQUIRED TO SUBMIT A FINAL REPORT OF THEIR GRANT ACTIVITIES AND EXPENDITURES. REPORTS ARE REVEIWED BY THE GRANTS COMMITTEE. X 6 61928 AVE HIGH/LOW PRICE 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HAS A CURRENT CONTRACT FOR MANAGEMENT DUTIES WITH KRIS MASON. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS AFTER REVIEW BY THE EXECUTIVE COMMITTEE. THE BOARD THEN APPROVES THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND COMMITTEE MEMBERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM WHICH IS PROVIDED TO THE GOVERNANCE COMMITTEE FOR ANY NECESSARY MONITORING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS SETS THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. THE COMPENSATION LEVEL IS DETERMINED BASED ON REASONABLE FUNDS AVAILABLE FOR A COMPARABLE SIZED FOUNDATION. THE FOUNDATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE EXECUTIVE DIRECTOR WILL MAKE AVAILABLE A PHYSICAL OR ELECTRONIC COPY OF THE FORM 1023 AND FORM 990 AND SUPPORTING SCHEDULES.