2022-05-13T13:25:33-05:00 2021-12-31 990PF 2021-01-01 412054672 THE ROSEN FAMILY FOUNDATION INC ROSE 6512566160 8101 34TH AVENUE SOUTH SUITE 400 BLOOMINGTON MN 55425 KARIN ROSEN DIRECTOR 6512566160 2022-05-13 KARIN ROSEN 999009999 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 12683288 X 0 X 154 154 240341 240341 19427 3660118 19427 259922 259922 0 10000 0 0 10000 640 0 0 640 71813 71626 0 187 3783 3783 0 0 1407 0 0 1407 87643 75409 0 12234 378000 378000 465643 75409 0 390234 -205721 184513 0 352907 343696 343696 606 606 606 10127282 9930166 12338986 10480189 10274468 12683288 0 0 X 0 0 0 0 10480189 10274468 10480189 10274468 10480189 10274468 10480189 -205721 0 10274468 0 10274468 PUBLICALLY TRADED SECURITIES 3660118 3640691 19427 19427 19427 0 2565 0 2565 0 2565 3000 0 0 0 3000 0 435 435 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A DOMINICK V DRIANO JR 6512566160 8101 34TH AVENUE SOUTH SUITE 400 BLOOMINGTON MN 55425 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS J ROSEN 8101 34TH AVENUE SOUTH SUITE 400 BLOOMINGTON MN 55425 PRESIDENT\SECRETARY 0.25 0 0 0 RICHARD H ROSEN 8101 34TH AVENUE SOUTH SUITE 400 BLOOMINGTON MN 55425 DIRECTOR 0.20 0 0 0 KARIN M ROSEN 8101 34TH AVENUE SOUTH SUITE 400 BLOOMINGTON MN 55425 DIRECTOR 0.75 0 0 0 DOMINICK V DRIANO JR 8101 34TH AVENUE SOUTH SUITE 400 BLOOMINGTON MN 55425 VP ASSISTANT SECRETARY 0.50 0 0 0 CHRISTOPHER WOODRUFF 8101 34TH AVENUE SOUTH SUITE 400 BLOOMINGTON MN 55425 VP OF TAX 0.50 0 0 0 JOHN EDMAN 53 DOWNTOWN PLAZA PO BOX 318 FAIRMONT MN 56031 DIRECTOR 0.20 5000 0 0 THOMAS J DOYLE 220 SOUTH 6TH STREET SUITE 2200 MINNEAPOLIS MN 55402 DIRECTOR 0.20 5000 0 0 NONE 0 NONE 0 0 11822632 480204 0 12302836 0 0 12302836 184543 12118293 605915 605915 2565 2565 603350 0 603350 0 603350 390234 0 390234 603350 0 0 184795 135307 196187 516289 390234 0 0 0 390234 0 213116 213116 303173 0 0 0 0 0 0 0 303173 106986 196187 X CENTRACARE HEALTH FOUNDATION 1406 SIXTH AVENUE NORTH ST CLOUD MN 56303 NONE PC GRANT - GENERAL 50000 MINNESOTA AGRICULTURE IN THE CLASSROM INC FOUNDATION PO BOX 987 BEMIDJI MN 56619 NONE PC GRANT - GENERAL 20000 MINNESOTA HISTORICAL SOCIETY 345 KELLOGG BLVD W ST PAUL MN 55102 NONE PC GRANT - GENERAL 3000 SECOND CHANCES 209 N MAIN ST GRANADA MN 56039 NONE PC GRANT - GENERAL 5000 SOUTHERN MINNESOTA INITIATIVE FOUNDATION 525 FLORENCE AVE OWATONNA MN 55060 NONE PC GRANT - GENERAL 50000 THE NATURE CONSERVANCY 1101 WEST RIVER PARKWAY SUITE 200 MINNEAPOLIS MN 55415 NONE PC GRANT - GENERAL 150000 WORLD WILDLIFE FUND INC 1250 24TH STREET NW WASHINGTON DC 20037 NONE PC GRANT - GENERAL 100000 378000 LAKESIDE CEMETERY FOUNDATION 1623 900 N FAIRLAKES AVE FAIRMONT MN 56031 NONE PC GRANT - GENERAL 85587 WORLD WILDLIFE FUND INC 1250 24TH STREET NW WASHINGTON DC 20037 NONE PC GRANT - GENERAL 400000 485587 14 154 14 240341 18 19427 0 259922 0 259922 0 0 0 0 0 0 0 0 0 0 VANGUARD FTSE DEVELOPED MKTS ETF - VEA AT COST 2088879 2503427 VANGUARD FTSE EMERGING MARKETS ETF - VWO AT COST 868809 933964 VANGUARD GROWTH ETF - VUG AT COST 1698922 2813035 VANGUARD INTERMEDIATE TERM BOND ETF - BIV AT COST 488368 489885 VANGUARD LONG TERM BOND INDEX ETF - BLV AT COST 388480 412471 VANGUARD MORTGAGE BACKED SECURITIES ETF - VMBS AT COST 505619 506597 VANGUARD SHORT TERM BOND ETF - BSV AT COST 970531 965435 VANGUARD SMALL CAP ETF - VB AT COST 503689 718051 VANGUARD TOTAL INTL BOND INDEX ETF - BNDX AT COST 904385 891832 VANGUARD VALUE ETF - VTV AT COST 1512484 2104289 FELHABER, LARSON, FENLON LEGAL FEES 640 0 0 640 INSURANCE 1407 0 0 1407 CT CORP 187 0 0 187 LPL FINANCIAL - INVESTMENT FEES 71626 71626 0 0 FEDERAL EXCISE TAX 3783 3783 0 0