2023-08-31T13:32:39-05:00 2022-12-31 411834878 BURR OAK GROUP INC 3001 BROADWAY STREET NE STE 640 MINNEAPOLIS MN 55413 990PF 2022-01-01 411856926 THE EAGLE AND THE HAWK FOUNDATION EAGL 9525121165 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 CHARLES HARTWELL DIRECTOR 9525121165 2023-08-31 1 CHARLES HARTWELL 999009999 0 P01084498 9525121165 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 4914410 X 190106 4747 4747 93788 93788 18616 816138 18616 36080 -2342 343337 114809 0 0 0 24720 24720 0 8483 2279 25 10377 10377 0 1743 1743 0 45323 39119 25 265083 265083 310406 39119 265108 32931 75690 917 4250 4250 413345 228387 228387 4743933 4958489 4681773 5158195 5191126 4914410 0 0 X 1472688 1472688 0 0 3685507 3718438 5158195 5191126 5158195 5191126 5158195 32931 0 5191126 0 5191126 VANGUARD FTSE EMERGING MARKETS ETF P 2021-02-19 2022-01-19 90225 100783 -10558 -10558 ISHARES CORE US AGGREGATE P 2022-06-07 100415 109758 -9343 -9343 PIMCO LOW DURATION P 2022-12-19 218190 227409 -9219 -9219 VANGUARD FTSE EMERGING MARKETS ETF P 2022-01-19 206163 173374 32789 32789 PIMCO LOW DURATION FUND P 2022-03-24 191484 204229 -12745 -12745 POCKET P -25213 -25213 POCKET P 35669 35669 POCKET P 7575 7575 CAPITAL GAINS DIVIDENDS P 9661 9661 9661 18616 1052 0 1052 0 1052 4700 0 0 0 4700 0 3648 3648 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A CHARLES BELL HARTWELL 9525121165 BROADWAY PLACE RIDGE 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES BELL HARTWELL BROADWAY PLACE RIDGE 3001 BROADWAY ST NE STE 640 MINNEAPOLIS MN 55413 CHIEF EXECUTIVE OFFICER 0.00 0 0 0 MAUREEN PELTON BROADWAY PLACE RIDGE 3001 BROADWAY ST NE STE 640 MINNEAPOLIS MN 55413 CHIEF FINANCIAL OFFICER 0.00 0 0 0 NONE 0 NONE 0 0 4881917 285895 0 5167812 0 0 5167812 77517 5090295 254515 254515 1052 1052 253463 0 253463 0 253463 265108 0 265108 253463 261420 0 0 265108 261420 0 0 3688 0 0 0 0 0 0 0 0 249775 0 0 0 X CHARLES BELL HARTWELL BROADWAY PLACE RIDGE 3001 BROADWAY STREET NE STE 640 MINNEAPOLIS MN 55413 9525121165 PAST AND PRESENT INFORMATION ABOUT THE APPLICANT, BUDGET, PROJECTIONS, USE OF FUNDS, OTHER FUND RAISING EFFORTS, TAX EXEMPTION LETTER, ETC. NONE NONE ALLIANCE FOR DECISIONS EDUCATION 1 BELMONT AVE SUITE 610 BALA CYNWYD PA 19004 PUBLIC CHARITY TO IMPROVE LIVES BY EMPOWERING STUDENTS WITH ESSENTIAL SKILLSAND DISPOSITIONS FOR MAKING BETTER DECISIONS. 3750 BROWN UNIVERSITY 110 ELM STREET PROVIDENCE RI 02912 PUBLIC CHARITY EDUCATION 20000 FEEDING AMERICA PO BOX 96749 WASHINGTON DC 20090 PUBLIC CHARITY ADDRESSING HUNGER IN AMERICA 250 HOLISTIC LIFE FOUNDATION 1014 W 36TH STREET - SUITE 403 BALTIMORE MD 21211 PUBLIC CHARITY CREATING OPPORTUNITIES FOR YOUNG ADULTS TO BECOME A GENERATIONOF HEALTHY, SUPPORTED, MINDFUL STUDENTSWITH THE KNOWLEDGE, ACCESS, AND SUPPORT TO BE SUCCESSFUL. 15000 HUMANE SOCIETY 1255 23RD STREET NW - SUITE 450 WASHINGTON DC 20037 PUBLIC CHARITY WORKING TO END ALL FORMS OF ANIMAL CRUELTY AND ACHIEVE THE VISIONBEHIND OUR NAME: A HUMANE SOCIETY. 250 IGNITE 510 16TH STREET OAKLAND CA 94612 PUBLIC CHARITY TO BUILD A MOVEMENT OF YOUNG WOMEN WHO ARE READY AND EAGER TO BECOME THE NEXT GENERATION OF POLITICAL LEADERS. 15000 INTERNATIONAL RESCUE COMMITTEE 263 WEST 38TH ST 6TH FLOOR NEW YORK NY 10018 PUBLIC CHARITY RESPONDS TO THE WORLD'S MOST HUMANITARIAN CRISES AND HELPS PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER TO SURVIV, RECOVER AND GAIN CONTROL OF THEIR FUTURE. 250 NAACP (LEGAL DEFENCE FUND) 40 RECTOR STREET - FIFTH FLOOR NEW YORK NY 10006 PUBLIC CHARITY FIGHT FOR RACIAL JUSTICE; SEEK STRUCTURAL CHANGES TO EXPANDDEMOCRACY, ELIMINATE DISPARITIES, AND ACHIEVE RACIAL JUSTICE IN A SOCIETYTHAT FULFILLS THE PROMISE OF EQUALITY FOR ALL AMERICANS. 5163 PEACE HOUSE 700 ROUND VALLEY DRIVE - 115 PARK CITY UT 84060 PUBLIC CHARITY END FAMILY VIOLENCE AND ABUSE THROUGH EDUCATION, OUTREACH,SUPPORT SERVICES, AND SAFE HOUSING. 5000 PEOPLE'S HEALTH CLINIC 650 ROUND VALLEY DRIVE PARK CITY UT 84068 PUBLIC CHARITY PROVIDE QUALITY, NO COST HEALTHCARE TO UNINSURED RESIDENTS OFSUMMIT AND WASATCH COUNTIES IN UTAH. 10000 PLANNED PARENTHOOD 671 VANDALIA STREET ST PAUL MN 55114 PUBLIC CHARITY AFFIRM HUMAN RIGHT TO REPRODUCTIVE HEALTH AND FREEDOM 5750 SEARCH INSTITUTE 3001 BROADWAY ST NE SUITE 310 MINNEAPOLIS MN 55413 PUBLIC CHARITY SEARCH INSTITUTE CREATES TOOLS AND RESOURCES THAT HELP SCHOOLS, YOUTH PROGRAMS, AND FAMILIES FORM ANDSTRENGTHEN DEVELOPMENTAL RELATIONSHIPS WITH AND AMONG YOUNG PEOPLE. 10000 SUNDANCE INSTITUTE 5900 WILSHIRE BLVD SUITE 800 LOS ANGELES CA 90036 PUBLIC CHARITY SUNDANCE INSTITUTE IS A NONPROFIT ORGANIZATION DEDICATED TO THE DISCOVERY AND DEVELOPMENT OF INDEPENDENT ARTISTS AND AUDIENCES. THROUGH ITS PROGRAMS, THE INSTITUTE SEEKS TO DISCOVER, SUPPORT, AND INSPIRE INDEPENDENT FILM, MEDIA, AND THEATRE ARTISTS FROM THE UNITED STATES AND AROUND THE WORLD, AND TO INTRODUCE AUDIENCES TO THEIR NEW WORK. 63000 SYNERGOS INSTITUTE 3 EAST 54TH STREET - 14TH FLOOR NEW YORK NY 10022 PUBLIC CHARITY HELP SOLVE COMPLEX ISSUES AROUND THE WORLD BY ADVANCINGBRIDGING LEADERSHIP, WHICH BUILDS TRUST AND COLLECTIVE ACTION. 1700 WILDCAT SANCTUARY PO BOX 314 SANDSTONE MN 55072 PUBLIC CHARITY NATURAL SANCTUARY TO WILD CATS 10000 CEL EDUCATION FUND 1330 BROADWAY 3RD FLOOR OAKLAND CA 946122503 PUBLIC CHARITY POWERFUL COMMUNITIES PROGRAM AND FISCAL SPONSORSHIP, INNOVATION, COLLABORATION 60000 ALMA INSTITUTE 1311 NORTHEAST GOING STREET PORTLAND OR 972114645 PUBLIC CHARITY TO STRENGTHEN AND DIVERSITY THE NETWORK OF LEGAL PSYCHEDELIC SERVICE PROVIDERS BY OFFERING PRIORITIZED ENROLLMENT AND CERTIFICATION OPPORTUNITIES 5000 ARTS COUNCI OF PARK CITY AND SUMMIT COUNTY 1555 LOWER IRON HORSE LOOP ROAD PARK CITY UT 84060 PUBLIC CHARITY TO PROMOTE, SUPPORT, AND STRENGTHEN ARTS AND CULTURE IN PARK CITY AND SUMMIT COUNTY 1066 EVERYORG 58 WEST PORTAL AVENUE-SUITE 781 SAN FRANCISCO CA 94127 PUBLIC CHARITY TO HELP NONPROFITS RAISE MORE MONEYA ND STRENGTHEN RELATIONSHIPS 600 PARTNERS IN HEALTH 800 BOYSLTON STREET-SUITE 300 BOSTON MA 01299 PUBLIC CHARITY TO PROVIDE PREFERENTIAL OPTION FOR THE POOR IN HEALTH CARE 1046 POLICY PROJECT 1607 EAST YALECREST AVENUE SALT LAKE CITY UT 84105 PUBLIC CHARITY FORWARD HEALTHY POLICY THROUGH PUBLIC ENGAGEMENT, EDUCATION, PUBLIC AWARENESS THROUGH MEDIA TOOLS 1500 WILDHORSE WISDOM-WINDHORSE RELATIONS 988 TUOMPPIAN COURT IVINS UT 84738 6 EDUCATING MUSTANG AMBASSADORS FOR A WIDE RANGE OF HEART-FELT EXPERIENCES THAT ENRICH THOUSANDS OF LIVES. 25000 WOMEN OF THE WORLD 415 EAST 3900 SOUTH SALT LAKE CITY UT 84107 PUBLIC CHARITY TO EMPOWER WOMEN FROM ALL NATIONS TO ACHIEVE INDEPENDENCE, ECONOMIC SUCCESS, AND A VOICE IN THE COMMUNITY 5258 WORLD WILDLIFE 1250 24TH STREET NW WASHINGTON DC 200371193 PUBLIC CHARITY TO BUILD A FUTURE IN WHICH PEOPLE LIVE IN HARMONY WITH NATURE 500 265083 0 14 4747 14 93788 14 36080 14 18616 0 153231 0 153231 0 0 0 0 0 0 0 0 0 0 X X 1 CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 173876 X 2 CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST 2 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 16230 X ACCOUNTING FEES 24720 24720 0 COHEN & STEERS INSTITUTIONAL REALTY AT COST 102900 90822 WASATCH CORE GROWTH FUND AT COST 137963 94723 LAZARD GLOBAL LISTED INFRASTRUCTURE AT COST 102900 95315 FMI INTERNATIONAL FUND AT COST 38962 30441 FMI INTERNATIONAL FUND AT COST 98953 86279 ISHARES CORE S&P 5 0 0 ETF AT COST 336396 316205 ISHARES RUSSELL 1 0 0 0 ETF AT COST 581644 843554 ISHARES RUSSELL 2 0 0 0 ETF AT COST 49403 105837 VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 388503 447358 VANGUARD FTSE EMERGING MARKETS ETF AT COST 127764 140250 VANGUARD GLOBAL E X - U . S . REAL ESTATE AT COST 30025 21952 VANGUARD REAL ESTATE ETF AT COST 29012 27961 PIMCO LOW DURATION FUND AT COST 314815 291140 ISHARES CORE U . S . AGGREGATE BOND ETF AT COST 395986 362743 ACCOLADE PARTNERS BLOCKCHAIN I I , L . P AT COST 56420 37343 BLACKROCK APPRECIATION STRATEGY FUND AT COST 115000 162554 CORDILLERA INVESTMENT FUND I I I AT COST 35339 28689 EDOVO AT COST 50000 50000 EUROPEAN SECONDARY OPPORTUNITIES I AT COST 54992 13935 FEG ABSOLUTE ACCESS FUND I LLC AT COST 3029 2022 FUNDAMENTAL PARTNERS MUNICIPAL TRUST AT COST 51500 4137 HARRISON STREET REAL ESTATE PARTNERS AT COST 77873 290 INTERNATIONAL FARMLAND TRUST AT COST 50000 4709 IRON POINT AT COST 38774 32513 J P MORGAN US I & G DOMESTIC REIT AT COST 8 8 J . P . MORGAN U . S . REAL ESTATE INCOME AT COST 109503 190090 LIME ROCK RENEWABLES AT COST 31350 18077 MAP RE 2 0 1 8 , L . P . AT COST 33 61 PINEBRIDGE STRUCTURED CAPITAL AT COST 124292 23179 PRIVATE OPP FUND V , SERIES B AT COST 53001 59244 PRIVATE OPP FUND V , SERIES C AT COST 24490 43590 PRIVATE OPP FUND V , SERIES D AT COST 48775 51343 PRIVATE OPP FD I V AT COST 155280 241678 RIDGEWOOD INFRASTRUCTURE AT COST 29992 31044 SIGHTLINE HEALTHCARE OPPORTUNITY AT COST 65000 13740 SPECIAL CREDIT OPPORTUNITIES AT COST 122520 9279 TIMBER BAY FUND AT COST 64165 62961 WESTLY CAPITAL PARTNERS FUND I I , L . P AT COST 77019 28982 WESTLY CAPITAL PARTNERS FUND, L . P . AT COST 70000 5396 WESTWOOD EMERGING MARKETS AT COST 185600 170648 RWC EMERGING MARKETS EQUITY FUND AT COST 185000 156258 RIDGEWOOD INFRASTRUCTURE II AT COST 1033 1033 RCP SOF IV AT COST 11281 11281 PRIVATE OPP FUND VI, SERIES B AT COST 13368 12209 PRIVATE OPP FUND VI, SERIES C AT COST 7241 7057 PRIVATE OPP FUND VI, SERIES D AT COST 6684 6336 VANGUARD FTSE SOCIAL INDEX FUND AT COST 304701 247507 POCKET 0 0 0 POCKET 1578 1578 0 BANK FEES 165 165 0 POCKET LLC -2342 -2342 -2342 POCKET LLC 38422 0 38422 STATE TAXES - FILING FEE 25 0 25 POCKET LLC 183 183 0 BURR OAK GROUP INC. 2096 2096 0 IRS 6179 0 0