FRED C AND KATHERINE B ANDERSEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRED C AND KATHERINE B ANDERSEN FOUNDATION (EIN 41-6020920)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349104196
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:22:50-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416020920 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED C AND KATHERINE B ANDERSEN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 6512647355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80 | AddressLine1Txt |
| City | BAYPORT | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY L BENSON | PersonNm |
| Person Title | VP/TREASURER | PersonTitleTxt |
| Phone | 6512647355 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREGORY | PersonFirstNm |
| Person Last | BENSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE KURTZMAN | PreparerPersonNm |
| PTIN | P01236691 | PTIN |
| Phone | 3128792000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,210,701,778 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,837,270 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,837,270 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,655,439 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,814,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,953,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $121,487,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,953,223 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,445,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,604,610 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,577 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $82,577 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,232 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,232 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $47,907 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,907 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,033 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,081 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,952 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $865,444 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $865,444 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,030,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $288 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $288 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $343,917 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,617 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,439,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $904,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $211,573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,106,147 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,106,147 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,545,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $904,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,317,720 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,900,387 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,700,085 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,552,697 | CashBOYAmt |
| Cash EOY | $1,614,325 | CashEOYAmt |
| Cash EOYFMV | $1,614,325 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,854,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,004,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,004,212 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $791,669,259 | CorporateStockBOYAmt |
| Corporate Stock EOY | $944,922,645 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $944,922,645 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $57,298,118 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $62,061,307 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $62,061,307 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $168,364,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $179,099,289 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $179,099,289 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,036,739,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,210,701,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,210,701,778 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,036,739,177 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,210,701,778 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,036,739,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,210,701,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,036,739,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,210,701,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,036,739,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,900,387 | ExcessRevenueOverExpensesAmt |
| Other Increases | $157,062,214 | OtherIncreasesAmt |
| Subtotal | $1,210,701,778 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,210,701,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ANDERSEN CORP CAPITAL GAIN ON SALE OF STOCK | D | $22,400,478 | $12,713 | $22,387,765 | $22,387,765 |
| PUBLICLY TRADED SECURITIES | $96,121,994 | $76,521,458 | $19,600,536 | $19,600,536 | |
| CAPITAL GAINS DIVIDENDS | P | $2,964,922 | $2,964,922 | $2,964,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,953,223 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $871,531 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $871,531 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $871,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $634,886 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,134,886 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $263,355 | OverpaymentAmt |
| Applied To ES Tax | $263,355 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY GILLSTROM | IndividualWithBooksNm |
| Phone | 6512647355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80 | AddressLine1Txt |
| City | BAYPORT | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 550031096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GREGORY L BENSON | ||||||||
| PO BOX 80 | BAYPORT | MN | 55003 | VP/TREASURER | 1.00 | $0 | $0 | $0 |
| JEROLD W WULF | ||||||||
| PO BOX 80 | BAYPORT | MN | 55003 | PRESIDENT TERM END 2/2021 | 1.00 | $0 | $0 | $0 |
| MARY GILLSTROM | ||||||||
| PO BOX 80 | BAYPORT | MN | 55003 | VP/SECRETARY | 40.00 | $82,577 | $0 | $0 |
| JOHN D PIEPEL | ||||||||
| PO BOX 80 | BAYPORT | MN | 55003 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER CLEMENTS | ||||||||
| PO BOX 80 | BAYPORT | MN | 55003 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID M ERSPAMER | ||||||||
| PO BOX 80 | BAYPORT | MN | 55003 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VERN J HILL | ||||||||
| PO BOX 80 | BAYPORT | MN | 55003 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TRACY GALOWITZ | ||||||||
| PO BOX 80 | BAYPORT | MN | 55003 | DIRECTOR TERM BEG 11/2021 | 1.00 | $0 | $0 | $0 |
| KEITH OLSON | ||||||||
| PO BOX 80 | BAYPORT | MN | 55003 | VP/TREASURER TERM BEG 11/2021 | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION | |||||
| 4350 BAKER RD STE 245 | MINNETONKA | MN | 553438666 | INVESTMENT MGT SVCS | $311,828 |
| FIRST STATE BANK OF BAYPORT | |||||
| 950 NORTH HIGHWAY 95 | BAYPORT | MN | 55003 | INVESTMENT MGT SVCS | $301,919 |
| THE PRIVATE TRUST COMPANY NA | |||||
| 1422 EUCLID AVENUE SUITE 1120 | CLEVELAND | OH | 441152065 | INVESTMENT MGT SVCS | $215,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,176,172,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,610,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,185,783,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,185,783,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,786,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,167,996,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,399,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,399,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $871,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $871,531 | TotalTaxAmt |
| Distributable Before Adj | $57,528,282 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,528,282 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,528,282 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,317,720 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,317,720 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,528,282 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,461,846 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,317,720 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,461,846 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,855,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $52,672,408 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY GILLSTROM ANDERSEN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80 | AddressLine1Txt |
| City | BAYPORT | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 550031096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6512647355 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT THE MINNESOTA COMMON GRANT APPLICATION FOUND ON THE MINNESOTA COUNCIL ON FOUNDATIONS WEBSITE AT MCF.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (253 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 180 DEGREES | |||||||
| 236 CLIFTON AVENUE | MINNEAPOLIS | MN | 55403 | PC | GENERAL SUPPORT | $90,000 | |
| A BETTER CHANCE | |||||||
| 253 W 35TH STREET 6TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $35,000 | |
| A CHANCE TO GROW | |||||||
| 1800 SECOND STREET NE | MINNEAPOLIS | MN | 55418 | PC | GENERAL SUPPORT | $35,000 | |
| ABC FOR RURAL HEALTH | |||||||
| 1645 60TH ST | TURTLE LAKE | WI | 54889 | PC | GENERAL SUPPORT | $25,000 | |
| ADORAY HOME HEALTH & HOSPICE | |||||||
| 990 MAIN ST STE 1 | BALDWIN | WI | 54002 | PC | GENERAL SUPPORT | $140,000 | |
| AEON | |||||||
| 901 N THIRD ST 150 | MINNEAPOLIS | MN | 55401 | PC | GENERAL SUPPORT | $15,000 | |
| ALIA | |||||||
| 1000 UNIVRSITY AVE W 230 | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $10,000 | |
| ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | PC | GENERAL SUPPORT | $175,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 7900 W 78TH ST 100 | MINNEAPOLIS | MN | 55439 | PC | GENERAL SUPPORT | $35,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 950 BLUE GENTIAN ROAD 100 | EAGAN | MN | 55121 | PC | GENERAL SUPPORT | $61,147 | |
| AMERICAN DIABETES ASSN | |||||||
| 715 FLORIDA AVE S 307 | GOLDEN VALLEY | MN | 55426 | PC | GENERAL SUPPORT | $40,000 | |
| AMERICAN HEART ASSN | |||||||
| 208 S LA SALLE ST STE 1500 | CHICAGO | IL | 60604 | PC | GENERAL SUPPORT | $50,000 | |
| AMERICAN LUNG ASSOCIATION | |||||||
| 490 CONCODIA AVE | ST PAUL | MN | 55103 | PC | GENERAL SUPPORT | $15,000 | |
| AMERICAN RED CROSS | |||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | PC | GENERAL SUPPORT | $850,000 | |
| AMERICA'S VET DOGS | |||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | GENERAL SUPPORT | $125,000 | |
| AMERY AREA COMMUNITY CENTER | |||||||
| 608 HARRIMAN AVE S | AMERY | WI | 54001 | PC | GENERAL SUPPORT | $35,000 | |
| AMERY REGIONAL MEDICAL CENTER | |||||||
| PO BOX 1309 | MINNEAPOLIS | MN | 55440 | PC | GENERAL SUPPORT | $2,000,000 | |
| ANGEL FOUNDATION (MN ONCOLOGYHEM) | |||||||
| 708 SOUTH THIRD STREET 105E | MINNEAPOLIS | MN | 55415 | PC | GENERAL SUPPORT | $20,000 | |
| ANIMAL HUMANE SOCIETY | |||||||
| 845 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | PC | GENERAL SUPPORT | $350,000 | |
| ANU FAMILY SERVICES (FORMERLY PATH WI) | |||||||
| 901 FOURTH ST SUITE 180 | HUDSON | WI | 54016 | PC | GENERAL SUPPORT | $40,000 | |
| ARTREACH(RIVER VALLEY ARTS COUNCIL) | |||||||
| 224 4TH STREET NORTH | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $12,000 | |
| ASBURY UNIVERSITY | |||||||
| 1 MACKLEM DRIVE | WILMORE | KY | 40390 | PC | GENERAL SUPPORT | $175,000 | |
| BAYPORT PUBLIC LIBRARY | |||||||
| 582 NORTH 4TH ST | BAYPORT | MN | 55003 | PC | GENERAL SUPPORT | $70,000 | |
| BELHAVEN UNIVERSITY | |||||||
| 1500 PEACHTREE ST | JACKSON | MS | 39202 | PC | GENERAL SUPPORT | $175,000 | |
| BELLEVUE UNIVERSITY | |||||||
| 1000 GALVIN ROAD SOUTH | BELLEVUE | NE | 68005 | PC | GENERAL SUPPORT | $175,000 | |
| BEST PREP | |||||||
| 7100 NORTHLAND CIRCLE N STE 306 | MINNEAPOLIS | MN | 55428 | PC | GENERAL SUPPORT | $9,000 | |
| BIG BROTHERSBIG SISTERS OF NW WISCONSIN | |||||||
| 82 COULEE RD SUITE 106 | HUDSON | WI | 54016 | PC | GENERAL SUPPORT | $80,000 | |
| BIG BROTHERSBIG SISTERS OF THE TC | |||||||
| 2550 UNIVERSITY AVE SUITE 410N | ST PAUL | MN | 55114 | PC | GENERAL SUPPORT | $175,000 | |
| BIOLA UNIVERSITY | |||||||
| 13800 BIOLA AVE | LAMIRANDA | CA | 90639 | PC | GENERAL SUPPORT | $175,000 | |
| BLIND INC | |||||||
| 100 E 22ND ST | MINNEAPOLIS | MN | 55404 | PC | GENERAL SUPPORT | $7,500 | |
| BOYS & GIRLS CLUBS OF THE TWIN CITIES | |||||||
| 2575 UNIVERSITY AVE W 100 | ST PAUL | MN | 55114 | PC | GENERAL SUPPORT | $40,000 | |
| BRIDGE TO BOOKS | |||||||
| BOX 138 | LAKE ELMO | MN | 55042 | PC | GENERAL SUPPORT | $20,000 | |
| BRIDGE THE (RUNAWAY YOUTH) | |||||||
| 2200 EMERSON AVE SOUTH | MINNEAPOLIS | MN | 55405 | PC | GENERAL SUPPORT | $25,000 | |
| BRIDGING INC | |||||||
| 201 W 87TH ST | BLOOMINGTON | MN | 55420 | PC | GENERAL SUPPORT | $30,000 | |
| BSA - NORTHERN STAR COUNCIL | |||||||
| 5300 GLENWOOD AVE 289 VIKING | MINNEAPOLIS | MN | 55422 | PC | GENERAL SUPPORT | $400,000 | |
| CAMP FIRE MN | |||||||
| 2610 UNIVERSITY AVE W | ST PAUL | MN | 55114 | PC | GENERAL SUPPORT | $30,000 | |
| CAN DO CANINES (HEARING & SVC DOGS) | |||||||
| 2537 25TH AVENUE SOUTH | MINNEAPOLIS | MN | 55406 | PC | GENERAL SUPPORT | $35,000 | |
| CANVAS HEALTH (HSI) | |||||||
| 7066 STILLWATER BLVD N | OAKDALE | MN | 55128 | PC | GENERAL SUPPORT | $33,000 | |
| CAPISTRANT PARKINSON'S CENTER (SCVCF) | |||||||
| 636 BROADWAY ST NE | MINNEAPOLIS | MN | 55413 | PC | GENERAL SUPPORT | $40,000 | |
| CARPENTURE NATURE CENTER | |||||||
| 12805 SAINT CROIX TRAIL S | HASTINGS | MN | 55033 | PC | GENERAL SUPPORT | $60,000 | |
| CARSON NEWMAN COLLEGE | |||||||
| PO BOX 557 | JEFFERSON CITY | TN | 37760 | PC | GENERAL SUPPORT | $175,000 | |
| CEDARVILLE UNIVERSITY | |||||||
| 251 N MAIN ST | CEDARVILLE | OH | 45314 | PC | GENERAL SUPPORT | $175,000 | |
| CHANGE INC | |||||||
| 381 E ROBIE ST | ST PAUL | MN | 55107 | PC | GENERAL SUPPORT | $20,000 | |
| CHARITIES REVIEW COUNCIL | |||||||
| 2610 UNIVERSITY AVE W SUITE 375 | ST PAUL | MN | 55114 | PC | GENERAL SUPPORT | $18,000 | |
| CHILDREN'S DENTAL SERVICES | |||||||
| 636 BROADWAY ST NE | MINNEAPOLIS | MN | 55413 | PC | GENERAL SUPPORT | $25,000 | |
| CHILDREN'S HOME SOC OF MN | |||||||
| 1605 EUSTIS ST | ST PAUL | MN | 55108 | PC | GENERAL SUPPORT | $75,000 | |
| CHILDREN'S HOSPITALS & CLINICS (MN) | |||||||
| 2525 CHICAGO AVE | MINNEAPOLIS | MN | 55404 | PC | GENERAL SUPPORT | $600,000 | |
| CHILDREN'S THEATRE CO | |||||||
| 2400 THIRD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | PC | GENERAL SUPPORT | $6,000 | |
| CHRISTENDOM COLLEGE | |||||||
| 134 CHRISTENDOM DR | FRONT ROYAL | VA | 22630 | PC | GENERAL SUPPORT | $175,000 | |
| CHRISTIAN CUPBOARD EMERGENCY FOOD SHELF | |||||||
| 8264 4TH ST N | OAKDALE | MN | 55128 | PC | GENERAL SUPPORT | $30,000 | |
| CLIMB THEATRE | |||||||
| 6415 CARMEN AVENUE E | INVER GROVE HEIGHTS | MN | 55076 | PC | GENERAL SUPPORT | $10,000 | |
| COLLEGE BOUND ST PAUL | |||||||
| 15 KELLOGG BLVD W 390 CITY HALL | ST PAUL | MN | 55102 | PC | GENERAL SUPPORT | $250,000 | |
| COMMONBOND COMMUNITIES | |||||||
| 1080 MONTREAL AVE | ST PAUL | MN | 55116 | PC | GENERAL SUPPORT | $30,000 | |
| COMMUNITY DENTAL CARE | |||||||
| 1670 BEAM AVENUE 204 | MAPLEWOOD | MN | 55109 | PC | GENERAL SUPPORT | $15,000 | |
| COMMUNITY REFERRAL AGENCY INC | |||||||
| BOX 364 | MILLTOWN | WI | 54858 | PC | GENERAL SUPPORT | $30,000 | |
| COMMUNITY THREAD | |||||||
| 2300 ORLEANS ST W | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $142,000 | |
| COMO FRIENDS | |||||||
| 1225 ESTABROOK DRIVE | SAINT PAUL | MN | 55103 | PC | GENERAL SUPPORT | $25,000 | |
| CONCORDIA UNIVERSITY | |||||||
| 800 NORTH COLUMBIA AVE | SEWARD | NE | 68434 | PC | GENERAL SUPPORT | $175,000 | |
| CONSERVATION CORPS MINNESOTA | |||||||
| 60 PLATO BLVD E SUITE 210 | SAINT PAUL | MN | 55107 | PC | GENERAL SUPPORT | $30,000 | |
| COURAGE KENNY FOUNDATION (COURAGE CTR) | |||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $250,000 | |
| CROHN'S & COLITIS FDN OF AMERICA | |||||||
| 1600 UNIVERSITY AVE W 205 | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $5,000 | |
| CULVER STOCKTON COLLEGE | |||||||
| ONE COLLEGE HILL | CANTON | MO | 63435 | PC | GENERAL SUPPORT | $175,000 | |
| DALLAS-BAPTIST UNIVERSITY | |||||||
| 3000 MOUNTAIN CREE PARKWAY | DALLAS | TX | 75211 | PC | GENERAL SUPPORT | $175,000 | |
| DODGE NATURE CENTER | |||||||
| 365 MARIE AVE W | WEST ST PAUL | MN | 55118 | PC | GENERAL SUPPORT | $250,000 | |
| EAST TEXAS BAPTIST UNIVERSITY | |||||||
| 1209 NORTH GROVE ST | MARSHALL | TX | 75670 | PC | GENERAL SUPPORT | $175,000 | |
| EMMA NORTON SERVICES | |||||||
| 670 NORTH ROBERT STREET | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $40,000 | |
| EPILEPSY FOUNDATION OF MINNESOTA | |||||||
| 1600 UNIVERSITY AVE W 300 | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $15,000 | |
| EPISCOPAL HOMES | |||||||
| 490 EAST LYNNHURST AVE | SAINT PAUL | MN | 55104 | PC | GENERAL SUPPORT | $250,000 | |
| ESR (EMPLOY SVCS FOR ADULTSDISABILITIES) | |||||||
| 1754 WASHINGTON AVE | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $25,000 | |
| FAMILY PATHWAYS | |||||||
| 6413 OAK STREET | NORTH BRANCH | MN | 55056 | PC | GENERAL SUPPORT | $15,000 | |
| FAMILY RESOURCE CENTER ST CROIX VALLEY | |||||||
| 857 MAIN ST | BALDWIN | WI | 54002 | PC | GENERAL SUPPORT | $90,000 | |
| FAMILYMEANS | |||||||
| 1875 NORTHWESTERN AVE | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $400,000 | |
| FAMILYWISE SVCS(CHILD SAFETY CENTER) | |||||||
| 3606 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | PC | GENERAL SUPPORT | $25,000 | |
| FRASER | |||||||
| 200 UNIVERSITY AVE E | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $30,000 | |
| FRIENDS OF ELLSWORTH PUBLIC LIBRARY | |||||||
| 312 W MAIN ST | ELLSWORTH | WI | 55011 | PC | GENERAL SUPPORT | $25,000 | |
| GILLETTE CHILDREN'S HOSPITAL | |||||||
| 1836 SOUTH AVE | LACROSSE | WI | 54601 | PC | GENERAL SUPPORT | $450,000 | |
| GILLETTE CHILDREN'S SPECIALTY HEALTH CARE | |||||||
| 200 UNIVERSIY AVE E | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $50,000 | |
| GIRL SCOUTS OF MN & WI RIVER VALLEYS | |||||||
| 400 ROBERT DRIVE | ST PAUL | MN | 55107 | PC | GENERAL SUPPORT | $100,000 | |
| GOODWILL INDUSTRIESEASTER SEAL SOC | |||||||
| 553 FAIRVIEW AVE NORTH | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $300,000 | |
| GRACE PLACESERENITY HOUSESALVATION ARMY | |||||||
| 505 W 8TH ST | NEW RICHMOND | WI | 54017 | PC | GENERAL SUPPORT | $85,000 | |
| GREATER TWIN CITIES YOUTH SYMPHONIES | |||||||
| 528 HENNEPIN AVE 404 | MINNEAPOLIS | MN | 55403 | PC | GENERAL SUPPORT | $30,000 | |
| GROVE CITY COLLEGE | |||||||
| 100 CAMPUS DR | GROVE CITY | PA | 16127 | PC | GENERAL SUPPORT | $175,000 | |
| GUNDERSEN MEDICAL FOUNDATION | |||||||
| 559 CAPITOL BLVD | ST PAUL | MN | 55103 | PC | GENERAL SUPPORT | $1,500,000 | |
| GUTHRIE THEATRE | |||||||
| 818 S 2ND ST | MINNEAPOLIS | MN | 55415 | PC | GENERAL SUPPORT | $30,000 | |
| HADLEY SCHOOL FOR THE BLIND | |||||||
| 700 ELM STREET | WINNETKA | IL | 60093 | PC | GENERAL SUPPORT | $10,000 | |
| HANNIBAL-LAGRANGE COLLEGE | |||||||
| 2800 PALMYRA RD | HANNIBAL | MO | 63401 | PC | GENERAL SUPPORT | $175,000 | |
| HASTINGS COLLEGE | |||||||
| 800 TURNER AVE | HASTINGS | NE | 68901 | PC | GENERAL SUPPORT | $175,000 | |
| HAZELDEN BETTY FORD | |||||||
| PO BOX 11 | CENTER CITY | MN | 55012 | PC | GENERAL SUPPORT | $346,000 | |
| HEARING HEALTH FDN (DEAFNESS RESEARCH) | |||||||
| 363 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $10,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | GENERAL SUPPORT | $175,000 | |
| HMONG AMERICAN PARTNERSHIP | |||||||
| 1075 ARCADE ST | ST PAUL | MN | 55106 | PC | GENERAL SUPPORT | $15,000 | |
| HOLY FAMILY HOSPITAL (WESTFIELDS HOSPITAL) | |||||||
| 535 HOSPITAL ROAD | NEW RICHMOND | WI | 54017 | PC | GENERAL SUPPORT | $85,000 | |
| HOME FOR LIFE | |||||||
| PO BOX 847 | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $25,000 | |
| HOPE DENTAL CLINIC | |||||||
| 800 MINNESOTA AVE 465 | ST PAUL | MN | 55106 | PC | GENERAL SUPPORT | $10,000 | |
| HOPE HOUSE OF ST CROIX VALLEY | |||||||
| 451 EVERETT ST N | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $5,000 | |
| HOPE INTL FAMILY SERVICES INC EVOLVE | |||||||
| 5850 OMAHA AVE N | OAK PARK HEIGHTS | MN | 55082 | PC | GENERAL SUPPORT | $25,000 | |
| HOWARD PAYNE UNIVERSITY | |||||||
| 1000 FISK AVE | BROWNWOOD | TX | 76801 | PC | GENERAL SUPPORT | $175,000 | |
| HUDSON AREA BACKPACK PROGRAM | |||||||
| BOX 491 | HUDSON | WI | 54016 | PC | GENERAL SUPPORT | $15,000 | |
| HUDSON HOCKEY ASSOCIATION | |||||||
| 1820 HANLEY ROAD | HUDSON | WI | 54016 | PC | GENERAL SUPPORT | $300,000 | |
| HUDSON HOSPITAL FOUNDATION | |||||||
| 927 CHURCHILL ST W | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $340,000 | |
| HUNTINGTON UNIVERSITY | |||||||
| 2303 COLLEGE AVE | HUNTINGTON | IN | 46750 | PC | GENERAL SUPPORT | $175,000 | |
| ILLUSION THEATER | |||||||
| 528 HENNEPIN AVE 704 | MINNEAPOLIS | MN | 55403 | PC | GENERAL SUPPORT | $5,000 | |
| INTERFAITH CAREGIVERS- POLK | |||||||
| 2000 US HWY 8 SUITE 1 ST | CROIX FALLS | WI | 54024 | PC | GENERAL SUPPORT | $15,000 | |
| INTERFAITH VOLUNTEER CAREGIVERS OF BURNETT COMPANY | |||||||
| 7423 ELM ST W | WEBSTER | WI | 44893 | PC | GENERAL SUPPORT | $15,000 | |
| INTERNATIONAL INSTITUTE OF MN | |||||||
| 1694 COMO AVE | ST PAUL | MN | 55108 | PC | GENERAL SUPPORT | $250,000 | |
| JEREMIAH PROGRAM | |||||||
| 1510 LAUREL AVE SUITE 100 | MINNEAPOLIS | MN | 55403 | PC | GENERAL SUPPORT | $60,000 | |
| JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST | |||||||
| 1800 WHITE BEAR AVENUE NORTH | MAPLEWOOD | MN | 55109 | PC | GENERAL SUPPORT | $100,000 | |
| KINNICKINNIC RIVER LAND TRUST | |||||||
| BOX 87 | RIVER FALLS | WI | 54022 | PC | GENERAL SUPPORT | $25,000 | |
| KINSHIP OF POLK COUNTY | |||||||
| 118 CENTER ST W | AMERY | WI | 54001 | PC | GENERAL SUPPORT | $15,000 | |
| LAKEVIEW FOUNDATION | |||||||
| 325 11TH AVE | TWO HARBORS | MN | 55616 | PC | GENERAL SUPPORT | $1,595,500 | |
| LEARNING ALLY (RECORDING FOR THE BLIND) | |||||||
| 20 ROSZEL ROAD | PRNCETON | NJ | 08540 | PC | GENERAL SUPPORT | $25,000 | |
| LEARNING DISABILITIES ASSN (LDA) | |||||||
| 4068 MOUNT ROYAL BOULEVARD SUITE | ALLISON PARK | PA | 15101 | PC | GENERAL SUPPORT | $20,000 | 224B |
| LIFEWORKS | |||||||
| 2965 LONE OAK DRIVE 160 | EAGAN | MN | 55121 | PC | GENERAL SUPPORT | $25,000 | |
| LIFT GARAGE | |||||||
| 2401 E LAKE ST | MINNEAPOLIS | MN | 55406 | PC | GENERAL SUPPORT | $10,000 | |
| LITTLE BROTHERS FRIENDS OF THE ELDERLY | |||||||
| 1845 E LAKE ST | MINNEAPOLIS | MN | 55407 | PC | GENERAL SUPPORT | $35,000 | |
| LOAVES & FISHES | |||||||
| 721 KASOTA AVE SE | MINNEAPOLIS | MN | 55414 | PC | GENERAL SUPPORT | $15,000 | |
| LUTHERAN SOCIAL SERVICES OF MN | |||||||
| 2485 COMO AVE | ST PAUL | MN | 55108 | PC | GENERAL SUPPORT | $40,000 | |
| LYNGBLOMSTEN FOUNDATION | |||||||
| 1415 ALMOND AVE | ST PAUL | MN | 55108 | PC | GENERAL SUPPORT | $35,000 | |
| MASTER'S COLLEGE | |||||||
| 21726 PLACERITA CANYON RD | SANTA CLARITA | CA | 91321 | PC | GENERAL SUPPORT | $175,000 | |
| MAYO FOUNDATION | |||||||
| 737 PELHAM BLVD | ST PAUL | MN | 55114 | PC | GENERAL SUPPORT | $8,400,000 | |
| MDI | |||||||
| 3501 BROADWAY ST NE 100 | MINNEAPOLIS | MN | 55413 | PC | GENERAL SUPPORT | $175,000 | |
| MEMORIAL BLOOD CENTERS | |||||||
| 1400 PARK AVE S | MINNEAPOLIS | MN | 55404 | PC | GENERAL SUPPORT | $40,000 | |
| MENTAL HEALTH TASK FORCE OF POLK COUNTY | |||||||
| PO BOX 432 | SAINT CROIX FALLS | WI | 54024 | PC | GENERAL SUPPORT | $50,000 | |
| MERRILL ARTS CENTER | |||||||
| 380 RIVERTOWN DR 200 | WOODBURY | MN | 55125 | PC | GENERAL SUPPORT | $30,000 | |
| METROPOLITAN ALLIANCE OF CONNECTED | |||||||
| 101 5TH ST E 2400 | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $15,000 | |
| MINNEAPOLIS FOUNDATION | |||||||
| 101 5TH ST E 2400 | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $1,000,000 | |
| MINNEAPOLIS INSTITUTE OF ARTS | |||||||
| 2400 THIRD AVE S | MINNEAPOLIS | MN | 55404 | PC | GENERAL SUPPORT | $15,000 | |
| MINNESOTA ADULT & TEEN CHALLENGE | |||||||
| 740 EAST 24TH STREET | MINNEAPOLIS | MN | 55404 | PC | GENERAL SUPPORT | $30,000 | |
| MINNESOTA AUTISM CENTER | |||||||
| 5868 BAKER ROAD | MINNETONKA | MN | 55345 | PC | GENERAL SUPPORT | $60,000 | |
| MINNESOTA DARE | |||||||
| 6452 REGENCY LANE SUITE 213 | EDEN PRAIRIE | MN | 55344 | PC | GENERAL SUPPORT | $1,000 | |
| MINNESOTA OPERA | |||||||
| 620 NORTH FIRST ST | MINNEAPOLIS | MN | 55401 | PC | GENERAL SUPPORT | $16,000 | |
| MINNESOTA ORCHESTRAL ASSN | |||||||
| 111 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | PC | GENERAL SUPPORT | $38,000 | |
| MINNESOTA PRIVATE COLLEGE FUND | |||||||
| 445 MINNESOTA STREET 500 | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $30,000 | |
| MINNESOTA YOUTH SYMPHONIES | |||||||
| 790 CLEVELAND AVE S STE 203 | ST PAUL | MN | 55116 | PC | GENERAL SUPPORT | $12,000 | |
| MINNESOTA ZOO FOUNDATION | |||||||
| 13000 ZOO BLVD | APPLE VALLEY | MN | 55124 | PC | GENERAL SUPPORT | $35,000 | |
| MISSOURI BAPTIST UNIVERSITY | |||||||
| ONE COLLEGE PARK DR | ST LOUIS | MO | 63141 | PC | GENERAL SUPPORT | $175,000 | |
| MN ASSISTANCE COUNCIL FOR VETERANS | |||||||
| 360 ROBERT STREET N SUITE 306 | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $20,000 | |
| MN CENTER FOR BOOK ARTS | |||||||
| 1011 WASHINGTON AVENUE SOUTH | MINNEAPOLIS | MN | 55415 | PC | GENERAL SUPPORT | $30,000 | |
| MN CHILDRENS MUSEUM | |||||||
| 10 W 7TH ST | ST PAUL | MN | 55102 | PC | GENERAL SUPPORT | $40,000 | |
| MN COMPUTERS FOR SCHOOLS | |||||||
| 970 PICKETT ST N | BAYPORT | MN | 55003 | PC | GENERAL SUPPORT | $150,000 | |
| MN HISTORICAL SOCIETY | |||||||
| 345 KELLOGG BLVD W | ST PAUL | MN | 55102 | PC | GENERAL SUPPORT | $40,000 | |
| MN LANDSCAPE ARBORETUM | |||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 55337 | PC | GENERAL SUPPORT | $7,500 | |
| MN LITERACY COUNCIL | |||||||
| 756 TRANSFER RD | ST PAUL | MN | 55114 | PC | GENERAL SUPPORT | $15,000 | |
| MN MUSEUM OF AMERICAN ART | |||||||
| 350 ROBERT ST N 117 | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $50,000 | |
| MOM'S & DAD'S AGAINST METH INC | |||||||
| BOX 172 | ST CROIX FALLS | WI | 54024 | PC | GENERAL SUPPORT | $5,000 | |
| MORRIS ANIMAL FOUNDATION | |||||||
| 720 SOUTH COLORADO BLVD STE 174-A | DENVER | CO | 80246 | PC | GENERAL SUPPORT | $50,000 | |
| MOUNT OLIVET ROLLING ACRES | |||||||
| 7200 ROLLING ACRES RD BOX 220 | VICTORIA | MN | 55386 | PC | GENERAL SUPPORT | $45,000 | |
| NAMI MN | |||||||
| 800 TRANSFER RD 7A | ST PAUL | MN | 55114 | PC | GENERAL SUPPORT | $15,000 | |
| NEADS | |||||||
| PO BOX 213 | WEST BOYLSTON | MA | 01583 | PC | GENERAL SUPPORT | $26,000 | |
| NEW RICHMOND HERITAGE CENTER | |||||||
| 1100 HERITAGE DR | NEW RICHMOND | WI | 54017 | PC | GENERAL SUPPORT | $20,000 | |
| NICHOLS COLLEGE | |||||||
| DUDLEY HALL | DUDLEY | MA | 01571 | PC | GENERAL SUPPORT | $175,000 | |
| NORTH GREENVILLE UNIVERSITY | |||||||
| BOX 1892 | TIGERVILLE | SC | 29688 | PC | GENERAL SUPPORT | $175,000 | |
| NORTH WOODS HOMELESS SHELTERS | |||||||
| 116 MAPLE ST W | AMERY | WI | 54001 | PC | GENERAL SUPPORT | $15,000 | |
| NORTHEAST RESIDENCE INC | |||||||
| 410 E LITTLE CANADA ROAD | LITTIE CANADA | MN | 55117 | PC | GENERAL SUPPORT | $30,000 | |
| NORTHERN STAR SCOUTING | |||||||
| 6202 BLOOMINGTON ROAD | FT SNELLING | MN | 55111 | PC | GENERAL SUPPORT | $600,000 | |
| NORTHLAKES COMMUNITY CLINIC | |||||||
| 7665 US HIGHWAY 2 | IRON RIVER | WI | 54847 | PC | GENERAL SUPPORT | $140,000 | |
| OPEN ARMS MINNESOTA | |||||||
| 2500 BLOOMINGTON AVE | MINNEAPOLIS | MN | 55404 | PC | GENERAL SUPPORT | $50,000 | |
| OPERATION HELP | |||||||
| 502 COUNTY RD UU | HUDSON | WI | 54016 | PC | GENERAL SUPPORT | $30,000 | |
| ORDWAY MUSIC THEATRE | |||||||
| 345 WASHINGTON STREET | ST PAUL | MN | 55102 | PC | GENERAL SUPPORT | $285,000 | |
| OUR LADY OF PEACE | |||||||
| 2076 ST ANTHONY AVENUE | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $80,000 | |
| PACER CENTER INC | |||||||
| 8161 NORMANDALE BLVD | MINNEAPOLIS | MN | 55437 | PC | GENERAL SUPPORT | $90,000 | |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 SOUTH FLAGLER DR BOX 24708 | WEST PALM BEACH | FL | 33416 | PC | GENERAL SUPPORT | $175,000 | |
| PARK SQUARE THEATRE CO | |||||||
| HISTORIC HAMM BLDG 110 408 ST PETER | ST PAUL | MN | 55102 | PC | GENERAL SUPPORT | $30,000 | ST |
| PAW PADS | |||||||
| 9877 234TH ST E | LAKEVILLE | MN | 55044 | PC | GENERAL SUPPORT | $40,000 | |
| PEOPLE INC | |||||||
| 317 YORK AVE | ST PAUL | MN | 55130 | PC | GENERAL SUPPORT | $20,000 | |
| PHILADELPHIA COMMUNITY FARM | |||||||
| BOX 668 | OSCEOLA | WI | 54020 | PC | GENERAL SUPPORT | $35,000 | |
| PHIPPS CENTER FOR THE ARTS | |||||||
| 109 LOCUST ST | HUDSON | WI | 54016 | PC | GENERAL SUPPORT | $25,000 | |
| PIEDMONT COLLEGE | |||||||
| BOX 10 | DEMOREST | GA | 30535 | PC | GENERAL SUPPORT | $175,000 | |
| POLK COUNTY HISTORICAL SOCIETY | |||||||
| 120 MAIN ST | BALSAM LAKE | WI | 54810 | PC | GENERAL SUPPORT | $10,000 | |
| PREVENT BLINDNESS AMERICA | |||||||
| 225 WEST WACKER DRIVE SUITE 400 | CHICAGO | IL | 60606 | PC | GENERAL SUPPORT | $15,000 | |
| PROJECT FOR PRIDE IN LIVING | |||||||
| 1035 EAST FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | PC | GENERAL SUPPORT | $15,000 | |
| PROJECT LIFE (OPTIONS FOR WOMEN) | |||||||
| 713 COUNTY ROAD 5 | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $50,000 | |
| REBUILDING TOGETHER TWIN CITIES | |||||||
| 1050 33RD AVE SE STE 200 | MINNEAPOLIS | MN | 55414 | PC | GENERAL SUPPORT | $100,000 | |
| REGIONS HOSPITAL FOUNDATION | |||||||
| 640 JACKSON ST MAIL STOP 11202C | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $4,000,000 | |
| REIN IN SARCOMA | |||||||
| 7401 CENTRAL AVENUE NE A | FRIDLEY | MN | 55432 | PC | GENERAL SUPPORT | $50,000 | |
| RENEW SOMERSET LIBRARY CAMPAIGN | |||||||
| 208 HUD ST | SOMERSET | WI | 54025 | PC | GENERAL SUPPORT | $200,000 | |
| RIVERWOOD NATURE CENTER | |||||||
| 300 WEST 1ST ST | STAR PRAIRIE | WI | 54026 | PC | GENERAL SUPPORT | $75,000 | |
| RONALD MCDONALD HOUSE | |||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | PC | GENERAL SUPPORT | $100,000 | |
| SALVATION ARMY | |||||||
| 2445 PRIOR AVENUE | ROSEVILLE | MN | 55113 | PC | GENERAL SUPPORT | $1,200,000 | |
| SCANDIA HERITAGE ALLIANCE | |||||||
| BOX 159 | SCANDIA | MN | 55073 | PC | GENERAL SUPPORT | $100,000 | |
| SCIENCE MUSEUM OF MN | |||||||
| 120 WEST KELLOGGG BLVD | ST PAUL | MN | 55102 | PC | GENERAL SUPPORT | $60,000 | |
| SECOND HARVEST HEARTLAND | |||||||
| 1140 GERVAIS AVE | ST PAUL | MN | 55109 | PC | GENERAL SUPPORT | $75,000 | |
| SHARING AND CARING HANDS | |||||||
| 525 NORTH 7TH ST | MINNEAPOLIS | MN | 55405 | PC | GENERAL SUPPORT | $450,000 | |
| SHRINERS HOSPITAL (1995) | |||||||
| 2025 E RIVER PARKWAY | MINNEAPOLIS | MN | 55414 | PC | GENERAL SUPPORT | $125,000 | |
| SIGHT & HEARING ASSOCIATION | |||||||
| 246 UNIVERSITY AVE W SUITE 226 | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $7,500 | |
| SILVER SOBRIETY | |||||||
| 11550 STILLWATER BLVD N 103 | LAKE ELMO | MN | 55042 | PC | GENERAL SUPPORT | $15,000 | |
| SOLID GROUND (EMWC) | |||||||
| 3521 CENTURY AVE N | WHITE BEAR LAKE | MN | 55110 | PC | GENERAL SUPPORT | $40,000 | |
| SOMERSET COMMUNITY FOOD PANTRY | |||||||
| 203 CHURCH HILL ROAD | SOMERSET | WI | 54025 | PC | GENERAL SUPPORT | $90,000 | |
| SOUTHWEST BAPTIST UNIVERSITY | |||||||
| 1600 UNIVERSITY AVE | BOLIVAR | MO | 65613 | PC | GENERAL SUPPORT | $175,000 | |
| SPECIAL OLYMPICS MINNESOTA | |||||||
| 100 WASHINGTON AVENUE SOUTH 550 | MINNEAPOLIS | MN | 55401 | PC | GENERAL SUPPORT | $20,000 | |
| SPRING VALLEY SENIORS STAYING PUT | |||||||
| PO BOX 193 | SPRING VALLEY | WI | 54767 | PC | GENERAL SUPPORT | $5,000 | |
| ST CROIX FAMILY RESOURCE CENTER | |||||||
| 857 MAIN ST PO BOX 2087 | BALDWIN | WI | 54002 | PC | GENERAL SUPPORT | $125,000 | |
| ST CROIX VALLEY CHAPLAINCY | |||||||
| BOX 322 | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $22,000 | |
| ST CROIX VALLEY FOOD BANK INC | |||||||
| 1231 INDUSTRIAL ST | HUDSON | WI | 54016 | PC | GENERAL SUPPORT | $175,000 | |
| ST CROIX VALLEY HABITAT FOR HUMANITY | |||||||
| 749 RYAN DRIVE | HUDSON | WI | 54016 | PC | GENERAL SUPPORT | $155,000 | |
| ST CROIX VALLEY OPERA | |||||||
| BOX 2300 | STILLWATER | WI | 55082 | PC | GENERAL SUPPORT | $20,000 | |
| ST CROIX VALLEY RESTORATIVE JUSTICE PROGRAMS | |||||||
| 401 STATE ROAD 65 | RIVER FALLS | WI | 54022 | PC | GENERAL SUPPORT | $40,000 | |
| ST CROIX VALLEY SEXUAL ASSAULT RESPONSE | |||||||
| 1343 N MAIN ST | RIVER FALLS | WI | 54022 | PC | GENERAL SUPPORT | $35,000 | |
| ST MARY'S HEALTH CLINIC | |||||||
| 1890 RANDOLPH AVE | SAINT PAUL | MN | 55105 | PC | GENERAL SUPPORT | $15,000 | |
| ST PAUL CHAMBER ORCHESTRA | |||||||
| THE HAMM BLDG 408 ST PETER ST | ST PAUL | MN | 55102 | PC | GENERAL SUPPORT | $95,000 | |
| ST PAUL UNION GOSPEL MISSION | |||||||
| 77TH NINTH ST E | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $375,000 | |
| ST PAUL YMCA | |||||||
| 194 6TH STREET E | ST PAUL | MN | 55101 | PC | GENERAL SUPPORT | $25,000 | |
| STILLWATER AREA SCHOOLS DIST 834(PARTNERSHIP) | |||||||
| 224 N THIRD ST | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $50,000 | |
| STORY ARK | |||||||
| 640 MAIN ST N 34 | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $15,000 | |
| THE ARTS PARTNERSHIP | |||||||
| 345 WASHINGTON ST | ST PAUL | MN | 55102 | PC | GENERAL SUPPORT | $275,000 | |
| THE CHICAGO LIGHTHOUSE | |||||||
| 1850 W ROOSEVELT ROAD | CHICAGO | IL | 60608 | PC | GENERAL SUPPORT | $20,000 | |
| THE LINK | |||||||
| 1210 GLANWOOD AVENUE | MINNEAPOLIS | MN | 55405 | PC | GENERAL SUPPORT | $15,000 | |
| THE PRINCIPIA | |||||||
| 1 MAYBECK PLACE | ELSAH | IL | 62028 | PC | GENERAL SUPPORT | $175,000 | |
| THOMAS AQUINAS COLLEGE | |||||||
| 10000 N OJAI RD | SANTA PAULA | CA | 93060 | PC | GENERAL SUPPORT | $175,000 | |
| THOMAS AQUINAS COLLEGENEW ENGLAND CAMPUS | |||||||
| 10000 N OJAI RD | SANTA PAULA | CA | 93060 | PC | GENERAL SUPPORT | $175,000 | |
| TICKETS FOR KIDS | |||||||
| 2038 FORD PARKWAY 428 | SANTA PAUL | MN | 55101 | PC | GENERAL SUPPORT | $5,000 | |
| TRUE FRIENDS (FRIENDSHIP VENTURE) | |||||||
| 10509 108TH ST NW | ANNANDALE | MN | 55302 | PC | GENERAL SUPPORT | $35,000 | |
| TUBMAN | |||||||
| PO BOX 854 | LAKE ELMO | MN | 55042 | PC | GENERAL SUPPORT | $30,000 | |
| TURNINGPOINT | |||||||
| PO BOX 304 | RIVER FALLS | WI | 54022 | PC | GENERAL SUPPORT | $25,000 | |
| TWIN CITIES HABITAT FOR HUMANITY | |||||||
| 1954 UNIVERSITY AVE W | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $1,000,000 | |
| TWIN CITIES PUBLIC TELEVISION | |||||||
| 172 4TH ST E | SAINT PAUL | MN | 55101 | PC | GENERAL SUPPORT | $105,000 | |
| TWO RIVERS COMMUNITY LAND TRUST | |||||||
| 3880 LAVERNE AVENUE N STE 175 | LAKE ELMO | MN | 55042 | PC | GENERAL SUPPORT | $40,000 | |
| UNION GOSPEL MISSION | |||||||
| 77 9TH STREET EAST | SAINT PAUL | MN | 55101 | PC | GENERAL SUPPORT | $250,000 | |
| UNION PRESBYTERIAN SEMINARY | |||||||
| 1050 UNION UNIVERSITY DR | JACKSON | TN | 38305 | PC | GENERAL SUPPORT | $175,000 | |
| UNION UNIVERSITY | |||||||
| 3401 BROOK RD | RICHMOND | VA | 23227 | PC | GENERAL SUPPORT | $175,000 | |
| UNITED ARTS FUNDCOMPAS | |||||||
| 75 5TH STREET W SUITE 304 | ST PAUL | MN | 55102 | PC | GENERAL SUPPORT | $14,000 | |
| UNITED FAMILY MEDICINE | |||||||
| 1026 WEST 7TH STREET | SAINT PAUL | MN | 55102 | PC | GENERAL SUPPORT | $25,000 | |
| UNITED HOSPITAL FOUNDATION | |||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | PC | GENERAL SUPPORT | $250,000 | |
| UNITED PIONEER HOME | |||||||
| 623 S SECOND ST | LUCK | WI | 54853 | PC | GENERAL SUPPORT | $141,000 | |
| UNITED THEO SEMINARY OF TC | |||||||
| 3000 FIFTH ST NW | NEW BRIGHTON | MN | 55112 | PC | GENERAL SUPPORT | $175,000 | |
| UNITED WAY OF ST CROIX VALLEY | |||||||
| 201 2ND STREET S SUITE 300 | HUDSON | WI | 54016 | PC | GENERAL SUPPORT | $60,000 | |
| UNITED WAY OF WASHINGTON COUNTYESTILLWATER | |||||||
| 5645 MEMORIAL AVENUE N | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $75,000 | |
| UNIVERSITY OF MARY HARDIN BAYLOR | |||||||
| UMH B STATION BOX 8003 | BELTON | TX | 76513 | PC | GENERAL SUPPORT | $175,000 | |
| UNIVERSITY OF NORTHWESTERN | |||||||
| 3000 SNELLING AVE N | ST PAUL | MN | 55113 | PC | GENERAL SUPPORT | $175,000 | |
| UNIVERSITY OF THE CUMBERLANDS | |||||||
| 6178 COLLEGE ST | WILLIAMSBURG | KY | 40769 | PC | GENERAL SUPPORT | $175,000 | |
| UNIVERSITY OF THE SOUTHWEST | |||||||
| 6610 N LOVINGTON HWY | HOBBS | NM | 88240 | PC | GENERAL SUPPORT | $175,000 | |
| UNIVERSITY OF WI-RIVER FALLS | |||||||
| 410 S THIRD ST | RIVER FALLS | WI | 54022 | PC | GENERAL SUPPORT | $25,000 | |
| URBAN BOATBUILDERS | |||||||
| 2288 UNIVERSITY AVENUE W | ST PAUL | MN | 55114 | PC | GENERAL SUPPORT | $15,000 | |
| VALLEY CHAMBER CHORALE | |||||||
| 411 THIRD ST N | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $10,000 | |
| VALLEY FRIENDSHIP CLUB | |||||||
| 5620 MEMORIAL AVE NORTH | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $30,000 | |
| VALLEY OUTREACH | |||||||
| 1911 CURVE CREST BLVD W | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $84,000 | |
| VISION LOSS RESOURCES | |||||||
| 1936 LYNDALE AVENUE S | MINNEAPOLIS | MN | 55403 | PC | GENERAL SUPPORT | $10,000 | |
| VITAL AGING NETWORK | |||||||
| 4156 KINDRED WAY BOX 51 | LAKE ELMO | MN | 55042 | PC | GENERAL SUPPORT | $5,000 | |
| WAKOTA LIFE CARE CENTER | |||||||
| 1140 ROBERT ST S | WEST ST PAUL | MN | 55118 | PC | GENERAL SUPPORT | $50,000 | |
| WASH CO HISTORICAL SOCIETY | |||||||
| 602 MAIN STREET NORTH | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $25,000 | |
| WASHINGTON COUNTY 4-H | |||||||
| 14949 62ND STREET N | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $15,000 | |
| WAYLAND BAPTIST UNIVERSITY | |||||||
| 1900 WEST 7TH ST | PLAINVIEW | TX | 79072 | PC | GENERAL SUPPORT | $175,000 | |
| WAYSIDE RECOVERY CENTER | |||||||
| 3705 PARK CENTER BLVD | ST LOUIS PARK | MN | 55416 | PC | GENERAL SUPPORT | $12,000 | |
| WILD RIVER | |||||||
| 230 S WASHINGTON ST | ST CROIX FALLS | WI | 54024 | PC | GENERAL SUPPORT | $20,000 | |
| WILDER FOUNDATION AMHERST H | |||||||
| 451 LEXINGTON PARKWAY N | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $1,000,000 | |
| WILDERNESS INQUIRY | |||||||
| 808 14TH AVE SE | MINNEAPOLIS | MN | 55414 | PC | GENERAL SUPPORT | $30,000 | |
| WINGATE UNIVERSITY | |||||||
| CAMPUS BOX 3055 | WINGATE | NC | 28174 | PC | GENERAL SUPPORT | $175,000 | |
| YMCA OF GREATER ST PAUL | |||||||
| 2125 E HENNEPIN AVENUE | MINNEAPOLIS | MN | 55413 | PC | GENERAL SUPPORT | $90,000 | |
| YOUNG LIFEST CROIX VALLEY | |||||||
| 1151 PARKWOOD LANE | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $90,000 | |
| YOUTH ACTION (COMMUNITY ACTION) | |||||||
| 901 FOURTH ST 207 | HUDSON | WI | 54016 | PC | GENERAL SUPPORT | $15,000 | |
| YOUTH ADVANTAGE | |||||||
| PO BOX 11 | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $35,000 | |
| YOUTH SERVICE BUREAU INC | |||||||
| 101 W PINE STREET | STILLWATER | MN | 55082 | PC | GENERAL SUPPORT | $25,000 | |
| ZEPHYR THEATER | |||||||
| 7456 MELROSE AVE | LOS ANGELES | CA | 90046 | PC | GENERAL SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,106,147 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,837,270 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,655,439 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,953,223 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,445,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,445,932 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT, TAX AND ACCOUNTING FEES | CategoryTxt |
| Amt | $63,033 | Amt |
| Net Investment Income | $39,081 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,952 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (61 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC NOTE CPN | $1,593,559 | $1,593,559 |
| BERKSHIRE HATHAWAY SR NOTE CPN | $2,243,745 | $2,243,745 |
| BRISTOL MYERS SQUIBB CO SR NOTE CPN | $543,984 | $543,984 |
| CATERPILLAR INC SR NOTE CPN | $1,567,337 | $1,567,337 |
| CHEVRON CORP NT | $1,603,235 | $1,603,235 |
| COLGATE-PALMOLIVE CO | $1,013,179 | $1,013,179 |
| COMCAST CORP NEW | $537,760 | $537,760 |
| GLAXOSMITHKLINE CAP INC | $367,690 | $367,690 |
| HERSHEY CO NT | $1,019,054 | $1,019,054 |
| HERSHEY CO NT | $256,757 | $256,757 |
| INTEL CORP SR NOTE | $2,041,060 | $2,041,060 |
| JP MORGAN CHASE & CO | $2,338,930 | $2,338,930 |
| LEHMAN BROS HLDGS | $900 | $900 |
| MERCK & CO NT | $1,568,253 | $1,568,253 |
| MERCK & CO INC DEBENTURE CPN | $311,998 | $311,998 |
| PNC BANK SR NT | $2,248,352 | $2,248,352 |
| PEPSICO INC NT | $525,192 | $525,192 |
| PROCTER & GAMBLE CO NTE | $524,008 | $524,008 |
| TARGET CORP NTE | $493,991 | $493,991 |
| UNITED PARCEL SVC INC SR NTE | $1,275,301 | $1,275,301 |
| UNITED PARCEL SVC INC SR NTE | $1,829,004 | $1,829,004 |
| UNITEDHEALTH GROUP NT | $1,625,220 | $1,625,220 |
| UNITEDHEALTH GRP INC UNSECD NTE | $561,492 | $561,492 |
| VISA INC | $1,586,982 | $1,586,982 |
| WAL MART STORES INC | $2,291,204 | $2,291,204 |
| WALT DISNEY CO | $508,279 | $508,279 |
| APPLE INC | $102,284 | $102,284 |
| APPLE INC | $530,985 | $530,985 |
| APPLE INC | $1,068,844 | $1,068,844 |
| BANK OF MONTREAL | $2,030,312 | $2,030,312 |
| BANK OF MONTREAL | $484,945 | $484,945 |
| BERKSHIRE HATHAW | $961,069 | $961,069 |
| BRITSOL-MYERS SQUIB | $2,522,158 | $2,522,158 |
| CATERPILLAR FIN | $1,533,320 | $1,533,320 |
| CHEVRON CORP | $1,533,438 | $1,533,438 |
| COMCAST CORP | $1,062,807 | $1,062,807 |
| DEERE & CO | $803,410 | $803,410 |
| JOHN DEERE CAPIT | $1,464,364 | $1,464,364 |
| JOHN DEERE CAPIT | $830,826 | $830,826 |
| JOHN DEERE CAPITA | $491,163 | $491,163 |
| THE WALT DISNEY | $1,016,437 | $1,016,437 |
| THE HERSHEY CO | $1,026,751 | $1,026,751 |
| INTEL CORP | $1,041,045 | $1,041,045 |
| JPMORGAN CHASE | $850,041 | $850,041 |
| MCKESSON CORP | $522,242 | $522,242 |
| MERCK & CO | $1,306,444 | $1,306,444 |
| METLIFE, INC | $423,140 | $423,140 |
| MICROSOFT CORP | $50,023 | $50,023 |
| NTNL AUSTRALIA BAN | $255,801 | $255,801 |
| ORACLE CORP | $1,045,793 | $1,045,793 |
| PNC BANK, NTNL | $686,418 | $686,418 |
| PNC BANK, NTNL | $267,455 | $267,455 |
| PEPSICO | $525,173 | $525,173 |
| PEPSICO | $2,098,152 | $2,098,152 |
| PRECISION CSTPA | $477,414 | $477,414 |
| THE PROCTER & GA | $1,058,038 | $1,058,038 |
| TEXAS INSTRUMENT | $101,687 | $101,687 |
| UNITEDHEALTH GROUP INC | $1,083,036 | $1,083,036 |
| VISA INC. | $508,957 | $508,957 |
| VISA INC. | $1,057,169 | $1,057,169 |
| WALMART INC | $763,700 | $763,700 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (339 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES GOLD TRUST | $2,156,166 | $2,156,166 |
| AGILENT TECHNOLOGIES | $65,137 | $65,137 |
| AIR PROD & CHEMICALS | $78,195 | $78,195 |
| ANSYS INC | $242,678 | $242,678 |
| ARES MANAGEMENT CORP | $66,885 | $66,885 |
| AUTODESK INC | $356,549 | $356,549 |
| BLACK KNIGHT INC | $306,776 | $306,776 |
| BRIGHT HORIZON FAM | $61,178 | $61,178 |
| BROOKFIELD ASSET MGM F | $695,819 | $695,819 |
| BROOKFIELD INFRASTRUCT F | $290,924 | $290,924 |
| BROOKFIELD RENEWABLE CF | $72,445 | $72,445 |
| BROWN & BROWN INC | $228,340 | $228,340 |
| BROWN FORMAN CORP | $40,583 | $40,583 |
| CBRE GROUP INC | $240,350 | $240,350 |
| CARMAX INC. | $444,996 | $444,996 |
| COGNEX CORP | $41,757 | $41,757 |
| COLFAX CORP | $38,753 | $38,753 |
| COPART INC | $485,184 | $485,184 |
| COSTAR GROUP INC | $484,612 | $484,612 |
| CREDIT ACCEPT CORP | $158,854 | $158,854 |
| DOLLAR GENERAL CORP | $168,147 | $168,147 |
| DOMINOS PIZZA INC | $261,285 | $261,285 |
| ETSY INC | $150,631 | $150,631 |
| FASTENAL CO | $228,310 | $228,310 |
| FIDELITY NATL FINL | $32,769 | $32,769 |
| FIRST REPBULIC BANK | $111,928 | $111,928 |
| GARTNER INC | $162,479 | $162,479 |
| GUIDEWIRE SOFTWARE | $247,382 | $247,382 |
| HEICO CORP | $257,297 | $257,297 |
| HILTON WORLDWIDE HLD | $430,376 | $430,376 |
| HOWARD HUGHES CORP | $110,024 | $110,024 |
| HYATT HOTELS | $95,229 | $95,229 |
| IDEXX LABS INC | $177,784 | $177,784 |
| KKR & CO INC | $556,738 | $556,738 |
| KENNEDY WILSON HLDGS | $57,264 | $57,264 |
| LENNAR CORP | $274,718 | $274,718 |
| LIBERTY BROADBAND CO | $78,197 | $78,197 |
| LIBERTY BROADBAND CO | $309,634 | $309,634 |
| LIBERTY MEDIA CORP | $156,076 | $156,076 |
| LIBERTY MEDIA CORP | $11,393 | $11,393 |
| LIVE NATION ENTRTMNT | $328,070 | $328,070 |
| MSCI INC | $147,658 | $147,658 |
| MARKEL CORP | $307,266 | $307,266 |
| MARTIN MARIETTA MATR | $185,018 | $185,018 |
| METTLER TOLEDO INTL | $336,048 | $336,048 |
| MICROCHIP TECHNOLOGY | $248,992 | $248,992 |
| MOODYS CORP | $130,063 | $130,063 |
| O REILLY AUTOMOTIVE | $422,326 | $422,326 |
| PROGRESSIVE CO OHIO | $115,481 | $115,481 |
| QUALTRICS INTERNTNL INC | $14,974 | $14,974 |
| ROPER TECHNOLOGIES | $329,546 | $329,546 |
| ROSS STORES INC | $75,768 | $75,768 |
| S B A COMMUNICATIONS | $424,810 | $424,810 |
| BLOCK INC (FORMERLY SQUARE INC) | $56,852 | $56,852 |
| SUMMIT MATERIALS INC | $95,854 | $95,854 |
| TRANSDIGM GROUP INC | $528,112 | $528,112 |
| TRANSUNION | $200,163 | $200,163 |
| TYLER TECHNOLOGIES | $440,581 | $440,581 |
| VAIL RESORTS INC | $221,005 | $221,005 |
| VERISIGN INC | $260,166 | $260,166 |
| VERISK ANALYTICS INC | $172,234 | $172,234 |
| VULCAN MATERIALS COM | $367,624 | $367,624 |
| AON PLC | $89,567 | $89,567 |
| ARCH CAP GROUP LTD | $126,149 | $126,149 |
| IHS MARKIT LTD | $29,242 | $29,242 |
| PERIMETER SOLUTIONS SA | $47,226 | $47,226 |
| WIX COM LTD | $221,695 | $221,695 |
| A B M INDUSTRIES INC | $60,254 | $60,254 |
| ACCOLADE INC | $20,271 | $20,271 |
| ADAPTIVE BIOTECHNOLOGIES | $24,047 | $24,047 |
| ADC THERAPEUTICS SA | $11,534 | $11,534 |
| ADDUS HOMECARE CORP | $50,215 | $50,215 |
| ALLEGRO MICROSYSTEMS INC | $99,929 | $99,929 |
| AMERIS BANCORP | $110,637 | $110,637 |
| ARRAY TECHNOLOGIES INC | $29,968 | $29,968 |
| AVEANNA HEALTHCARE HLDGS | $23,192 | $23,192 |
| AVIDXCHANGE HOLDINGS INC | $13,946 | $13,946 |
| BIGCOMMERCE HLDGS INC | $12,097 | $12,097 |
| BLOOMIN BRANDS INC | $25,617 | $25,617 |
| BRINKER INTL INC | $6,293 | $6,293 |
| BRISTOW GROUP INC DELAWA | $25,748 | $25,748 |
| CAESARS ENTMT INC NEW | $88,947 | $88,947 |
| CELLECTIS S A F | $10,694 | $10,694 |
| CENTRAL GARDEN & PET | $41,390 | $41,390 |
| CHAMPIONX CORP | $80,335 | $80,335 |
| CHEMOCENTRYX INC | $19,698 | $19,698 |
| CLEAR SECURE INC | $16,187 | $16,187 |
| CLEVELAND-CLIFFS INC | $66,072 | $66,072 |
| CNO FINL GROUP | $66,442 | $66,442 |
| COLLEGIUM PHARMACEUTICAL | $34,091 | $34,091 |
| CONCENTRIX | $83,416 | $83,416 |
| COUSINS PROPERTIES | $85,031 | $85,031 |
| CROCS INC | $25,772 | $25,772 |
| DARLING INGREDIENTS | $67,281 | $67,281 |
| DESIGN THERAPEUTICS INC | $21,603 | $21,603 |
| DIGITALOCEAN HLDGS INC | $74,466 | $74,466 |
| DIVERSEY HOLDINGS LTD F | $80,486 | $80,486 |
| DOUBLEVERIFY HLDGS INC | $16,707 | $16,707 |
| DOXIMITY INC | $27,973 | $27,973 |
| DYCOM INDUSTRIES INC | $106,136 | $106,136 |
| ENCORE CAPITAL GROUP | $27,577 | $27,577 |
| ENERSYS | $73,210 | $73,210 |
| ENFUSION INC | $23,432 | $23,432 |
| ENTEGRIS INC | $93,680 | $93,680 |
| EVENTBRITE INC | $60,621 | $60,621 |
| FIRST FOUNDATION INC | $40,870 | $40,870 |
| FIRST INDUSTRIAL FLT | $111,746 | $111,746 |
| FIRST MERCHANTS CORP | $53,577 | $53,577 |
| FLYWIRE CORP | $27,023 | $27,023 |
| FOCUS FINL PARTNERS 0051 | $133,414 | $133,414 |
| FRESHWORKS INC | $16,150 | $16,150 |
| GRAPHIC PACKAGING HL | $52,475 | $52,475 |
| HANOVER INSURANCE | $53,604 | $53,604 |
| HEIDRICK&STRUGGLES | $46,179 | $46,179 |
| HONEST CO INC | $23,283 | $23,283 |
| HORIZON THERAPEUTICS P F | $131,683 | $131,683 |
| I C F INTERNTNL | $54,352 | $54,352 |
| IMMUNOCORE HLDGS PLC F | $10,888 | $10,888 |
| INSMED INC | $37,019 | $37,019 |
| IOVANCE BIOTHERAPEUTICS | $18,174 | $18,174 |
| JAMF HOLDING CORP | $43,826 | $43,826 |
| JANUS HENDERSON GP F | $70,124 | $70,124 |
| KNOWBE4 INC | $67,375 | $67,375 |
| LIFE TIME GROUP HLDGS IN | $107,838 | $107,838 |
| LIFESTANCE HEALTH GROUP | $36,690 | $36,690 |
| LINDBLAD EXPEDITIONS HOL | $24,320 | $24,320 |
| LULUS FASHION LOUNGE HOL | $27,693 | $27,693 |
| MASONITE INTL CORP | $80,324 | $80,324 |
| MEDIFAST INC | $36,231 | $36,231 |
| MODINE MANUFACTURING | $20,099 | $20,099 |
| MYR GROUP INC | $78,269 | $78,269 |
| NATERA INC | $137,563 | $137,563 |
| NEVRO CORP | $67,288 | $67,288 |
| OLINK HOLDING AB F | $7,680 | $7,680 |
| PAYMENTUS HOLDINGS INC | $29,208 | $29,208 |
| PDC ENERGY INC | $92,682 | $92,682 |
| PERFORMANCE FOOD GROUP C | $47,083 | $47,083 |
| PETCO HEALTH & WELLNESS | $54,680 | $54,680 |
| PIEDMONT LITHIUM LTD | $20,354 | $20,354 |
| PIPER SANDLER COMPANIES | $77,473 | $77,473 |
| PMV PHARMACEUTICALS INC | $22,292 | $22,292 |
| PORTILLOS INC | $37,765 | $37,765 |
| PORTLAND GENERL ELEC | $83,349 | $83,349 |
| PRIVIA HEALTH GROUP INC | $35,235 | $35,235 |
| PROVIDENT FINL | $45,025 | $45,025 |
| PURPLE INNOVATION L L C | $33,573 | $33,573 |
| REGAL BELOIT CORP | $49,012 | $49,012 |
| REVOLVE GROUP INC | $58,898 | $58,898 |
| RUSH ENTERPRISES | $80,511 | $80,511 |
| SALLY BEAUTY HOLDING | $65,164 | $65,164 |
| SEAGEN INC | $36,331 | $36,331 |
| SENTINELONE INC | $28,779 | $28,779 |
| SIGNIFY HEALTH INC | $16,751 | $16,751 |
| SITIME CORP | $133,691 | $133,691 |
| SOPHIA GENETICS SA F | $10,194 | $10,194 |
| SOUTHWEST GAS HOLDINGS I | $66,618 | $66,618 |
| SPROUT SOCIAL INC | $73,096 | $73,096 |
| STAAR SURGICAL CO | $15,704 | $15,704 |
| STERLING BANCORP | $143,728 | $143,728 |
| STERLING CHECK CORP | $32,508 | $32,508 |
| SUN COUNTRY AIRLS HOLDIN | $28,395 | $28,395 |
| SYNEOS HEALTH INC | $121,676 | $121,676 |
| TAYLOR MORRISON HOME | $69,396 | $69,396 |
| TD SYNNEX CORP | $53,177 | $53,177 |
| THREDUP INC | $18,106 | $18,106 |
| TITAN MACHINERY INC | $51,411 | $51,411 |
| UNITED COMMUNITY BKS | $128,126 | $128,126 |
| VITAL FARMS INC | $26,873 | $26,873 |
| VROOM INC | $17,393 | $17,393 |
| WESCO INTERNTNL | $71,322 | $71,322 |
| WORLD FUEL SERVICES | $19,932 | $19,932 |
| ZURN WTR SOLUTIONS CORP | $47,102 | $47,102 |
| AIA GROUP LTD | $191,098 | $191,098 |
| ADYEN NV | $240,907 | $240,907 |
| AIR LIQUIDE | $69,356 | $69,356 |
| ALFA LAVAL | $92,194 | $92,194 |
| ALLIANZ SE | $207,272 | $207,272 |
| AMBEY S A | $65,514 | $65,514 |
| ATLAS COPCO AB | $276,062 | $276,062 |
| BANCO BILBOA VIZCAYA A F | $90,181 | $90,181 |
| BHP GROUP LTD | $161,617 | $161,617 |
| CSPC PHARMA GROUP | $87,062 | $87,062 |
| CANADIAN NATL RAILWY | $66,590 | $66,590 |
| CHUGAI PHARMACEUTICALS | $82,683 | $82,683 |
| DBS GROUP HOLDINGS LIM | $206,695 | $206,695 |
| DASSAULT SYSTEM SA | $220,100 | $220,100 |
| DIAGEO PLC | $86,515 | $86,515 |
| ENN ENERGY HOLDINGS | $113,000 | $113,000 |
| EPIROC AKTIEBOLAG | $121,407 | $121,407 |
| FANUC LTD JAPAN | $56,057 | $56,057 |
| FOMENTO ECONOMICO MEXI | $96,982 | $96,982 |
| FUCHS PETROLUB AG | $13,700 | $13,700 |
| HDFC BANK LTD | $69,104 | $69,104 |
| HAIER SMART HOME CO LT | $88,580 | $88,580 |
| ICICI BANK LTD | $124,657 | $124,657 |
| INFINEON TECH AG | $234,140 | $234,140 |
| KOMATSU LTD | $77,518 | $77,518 |
| KUBOTA LTD | $106,693 | $106,693 |
| LOREAL SA | $267,653 | $267,653 |
| LONZA GROUP AG | $168,169 | $168,169 |
| NESTLE SA | $170,550 | $170,550 |
| NITORI HLDGS CO LTD | $75,682 | $75,682 |
| NOVOZYMES AS | $77,883 | $77,883 |
| OIL CO LUKOIL PJSC | $116,344 | $116,344 |
| TELEKOMINIK INDONESIA | $88,275 | $88,275 |
| PING AN INSURNCE GP | $56,442 | $56,442 |
| RIO TINTO PLC | $117,747 | $117,747 |
| ROCHE HLDG AG | $209,500 | $209,500 |
| ROYAL DUTCH SHELL | $92,075 | $92,075 |
| SAP SE | $186,767 | $186,767 |
| SCHNEIDER ELECTRIC SA | $211,695 | $211,695 |
| SGS SA | $66,592 | $66,592 |
| SHIONOGI & CO LTD | $105,619 | $105,619 |
| SONOVA HOLDING A G | $85,979 | $85,979 |
| SYMRISE AG | $115,251 | $115,251 |
| SYSMEX CORP | $137,573 | $137,573 |
| TAIWAN SEMICONDUCTR | $248,801 | $248,801 |
| TENCENT HOLDINGS | $200,261 | $200,261 |
| UNICHARM CORP | $131,833 | $131,833 |
| UNILEVER PLC | $91,066 | $91,066 |
| LINDE PLC | $78,293 | $78,293 |
| XP INC. | $66,274 | $66,274 |
| ALCON INC | $107,942 | $107,942 |
| CHECK PT SOFTWARE | $155,491 | $155,491 |
| YANDEX N V | $46,585 | $46,585 |
| ABB LTD | $117,907 | $117,907 |
| ACCENTURE PLC | $143,434 | $143,434 |
| AIA GROUP LTD | $79,641 | $79,641 |
| ADIDAS AG | $76,896 | $76,896 |
| AIR LIQUIDE | $104,959 | $104,959 |
| AKZO NOBEL N V IAM COM | $94,863 | $94,863 |
| ANGLO AMERICAN PLC | $68,140 | $68,140 |
| AON PLC | $134,951 | $134,951 |
| BP PLC | $107,798 | $107,798 |
| BANCO SANTANDER SA IAM | $64,076 | $64,076 |
| BANDAI NAMCO HLDGS INC | $60,762 | $60,762 |
| BARCLAYS PLC | $88,130 | $88,130 |
| BUREAU VERITAS SA | $66,295 | $66,295 |
| CARLSBERG AS | $100,480 | $100,480 |
| CLARIVATE PLC | $62,304 | $62,304 |
| COMPAGNIE FINANCIERE R F | $63,119 | $63,119 |
| COMPASS GROUP | $84,713 | $84,713 |
| CONTINENTAL AG HANNOVE | $70,154 | $70,154 |
| DBS GROUP OLDINGS IM | $69,710 | $69,710 |
| DAIKIN INDUSTRIES | $70,314 | $70,314 |
| DAIWA HOUSE IND LTD | $55,248 | $55,248 |
| ENEL-SOCIETA PER AZION | $88,149 | $88,149 |
| ENGIE SA | $130,389 | $130,389 |
| EQUINOR A S A | $47,552 | $47,552 |
| FERGUSON PLC NEW | $106,199 | $106,199 |
| FUJITSU LIMITED | $79,361 | $79,361 |
| HITACHI LTD | $65,781 | $65,781 |
| INDUSTRIA DE DISENO TE | $74,842 | $74,842 |
| INFINEON TECH AG | $39,928 | $39,928 |
| LEGRAND SA | $87,623 | $87,623 |
| MAKITA CORP | $102,043 | $102,043 |
| MEDTRONIC PLC | $105,726 | $105,726 |
| MERCK KGAA | $98,730 | $98,730 |
| NOVARTIS AG | $75,662 | $75,662 |
| PEARSON PLC | $40,387 | $40,387 |
| PERNOD RICARD S A | $81,834 | $81,834 |
| PRUDENTIAL PLC | $44,793 | $44,793 |
| RELX PLC | $177,138 | $177,138 |
| ROYAL DSM N V | $111,408 | $111,408 |
| RYANAIR HLDGS PLC | $73,678 | $73,678 |
| RYOHIN KEIKAKU CO | $47,429 | $47,429 |
| SAFRAN | $106,820 | $106,820 |
| SAMPO OYJ | $85,573 | $85,573 |
| SANDVIK AB | $95,785 | $95,785 |
| SANOFI S A | $152,504 | $152,504 |
| SHIMANO INC | $114,661 | $114,661 |
| SMITH & NEPHEW GROUP P F | $39,155 | $39,155 |
| SUMITOMO MITSUI FINLOO | $71,960 | $71,960 |
| SUNCOR ENERGY INC | $76,467 | $76,467 |
| SUZUKI MOTOR CO LTD | $50,083 | $50,083 |
| TELENOR ASA | $58,737 | $58,737 |
| TESCO PLC | $108,077 | $108,077 |
| UNILEVER PLC | $98,113 | $98,113 |
| UNIVERSAL MUSIC GROUP | $23,547 | $23,547 |
| VESTAS WIND SYS AS UTD | $77,709 | $77,709 |
| VOLKSWAGEN A G | $75,722 | $75,722 |
| WOLTERS KLUWER N V | $83,052 | $83,052 |
| ANDERSEN STOCK | $874,479,964 | $874,479,964 |
| ABBOTT LABORATORIES | $686,811 | $686,811 |
| ADVANCE AUTO PARTS INC | $656,312 | $656,312 |
| AIR PRODUCTS AND CHEMICALS, INC | $665,112 | $665,112 |
| ALPHABET INC CLASS C | $633,696 | $633,696 |
| AMDOCS LTD | $681,867 | $681,867 |
| AMETEK INC | $671,973 | $671,973 |
| AON PLC CL A | $644,100 | $644,100 |
| ARTHUR J GALLAGHER & COMPANY | $643,219 | $643,219 |
| AUTOMATIC DATA PROCESSING INC | $650,360 | $650,360 |
| BAXTER INTERNATIONAL INC. | $687,578 | $687,578 |
| BECTON, DICKINSON & CO. | $648,818 | $648,818 |
| BROADRIDGE FINANCIAL SOLUTIONS INC | $676,617 | $676,617 |
| BROWN & BROWN INC | $681,997 | $681,997 |
| CACI INTERNATIONAL INC. CLASS A | $649,065 | $649,065 |
| CARLISLE COMPANIES, INC | $658,262 | $658,262 |
| CENTENE CORP | $733,278 | $733,278 |
| CMC MATERIALS INC | $837,685 | $837,685 |
| COLUMBIA SPORTSWEAR COMPANY | $611,923 | $611,923 |
| DARDEN RESTAURANTS INC | $650,313 | $650,313 |
| DOLLAR GENERAL CORP NEW | $686,973 | $686,973 |
| ESCO TECHNOLOGIES | $663,316 | $663,316 |
| FTI CONSULTING INC | $674,588 | $674,588 |
| FISERV INV | $642,668 | $642,668 |
| FORTUNE BRANDS HOME & SECURITY INC | $645,462 | $645,462 |
| FORWARD AIR CORP | $705,470 | $705,470 |
| GENPACT LIMITED | $674,381 | $674,381 |
| GIBRALTAR INDUSTRIES INC | $585,317 | $585,317 |
| HONEYWELL INTERNATIONAL INC | $647,841 | $647,841 |
| ICON PUBLIC LIMITED COMPANY | $720,053 | $720,053 |
| INTERCONTINENTAL EXCHANGE INC | $662,787 | $662,787 |
| IQVIA HOLDINGS INC | $676,290 | $676,290 |
| JB HUNT TRANSPORTATION SERVICES | $666,753 | $666,753 |
| KLA CORP | $664,950 | $664,950 |
| LEIDOS HOLDINGS INC | $636,702 | $636,702 |
| MARSH & MCLENNAN COS. INC | $650,956 | $650,956 |
| MAXIMUS INC | $648,195 | $648,195 |
| MEDTRONIC PLC | $588,941 | $588,941 |
| META PLATFORMS INC CL A | $669,337 | $669,337 |
| NORTHROP GRUMMAN CORP | $687,436 | $687,436 |
| PARKER-HANNIFIN CORP | $644,511 | $644,511 |
| PERKINELMER INC | $700,493 | $700,493 |
| PRIMERICA INC | $658,908 | $658,908 |
| SIMPSON MANUFACTURING CO INC | $686,032 | $686,032 |
| SS&C TECHNOLOGIES HOLDINGS INC | $674,613 | $674,613 |
| STRYKER CORP | $657,318 | $657,318 |
| TARGET CORP | $611,927 | $611,927 |
| TEXAS INSTRUMENTS INC | $611,208 | $611,208 |
| TEXAS ROADHOUSE INC CLASS A | $652,815 | $652,815 |
| TORO COMPANY | $621,740 | $621,740 |
| TRACTOR SUPPLY CO | $658,297 | $658,297 |
| TRANSUNION | $666,420 | $666,420 |
| TTEC HOLDINGS, INC | $668,531 | $668,531 |
| ULTA BEAUTY INC | $644,075 | $644,075 |
| UNION PACIFIC CORP | $655,018 | $655,018 |
| UNITEDHEALTH GROUP INC | $700,987 | $700,987 |
| WATSCO INC CL A | $640,152 | $640,152 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AGREE REALTY CORP | FMV | $89,842 | $89,842 |
| MIRION TECHNOLOGI 27 WTF | FMV | $6,067 | $6,067 |
| PEBBLEBROOK HOTEL TR | FMV | $79,123 | $79,123 |
| CAUSEWAY EMRG MKTS FD IN | FMV | $5,266,377 | $5,266,377 |
| JPMORGAN HEDGED EQUITY I | FMV | $10,865,432 | $10,865,432 |
| NUVEEN REAL ESTATE SECUR | FMV | $1,453,593 | $1,453,593 |
| RECURRENT MLP & | FMV | $1,976,743 | $1,976,743 |
| VANGUARD TOTAL STOCK MKT | FMV | $4,035,471 | $4,035,471 |
| DRIEHAUS EMERGING MKTS GROWTH | FMV | $3,445,089 | $3,445,089 |
| T ROWE PRICE INTERNATIONAL DISCOVERY FUND CLASS I | FMV | $5,979,476 | $5,979,476 |
| VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES (0127) | FMV | $15,712,137 | $15,712,137 |
| VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES (5859) | FMV | $16,776,186 | $16,776,186 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (855) | FMV | $46,903,648 | $46,903,648 |
| VICTORY RS SMALL CAP GROWTH FUND CLASS Y | FMV | $563,043 | $563,043 |
| DODGE & COX INCOME FUND | FMV | $7,116,198 | $7,116,198 |
| FEDERATED INSTL HIGH YIELD BOND FD (900) | FMV | $5,767,480 | $5,767,480 |
| JPMORGAN GLOBAL BOND OPP FUND CLASS I | FMV | $1,776,261 | $1,776,261 |
| VANGUARD INTERMEDIATE- TERM INVESTMENT-GRADE FUND ADMIRAL SHARES (571) | FMV | $8,421,262 | $8,421,262 |
| VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL SHARES (535) | FMV | $8,418,120 | $8,418,120 |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ADMIRAL SHARES (511) | FMV | $9,221,890 | $9,221,890 |
| VANGUARD SHORT-TERM FEDERAL FUND ADMIRAL SHARES (549) | FMV | $8,553,518 | $8,553,518 |
| ISHARES U S ENERGY ETF | FMV | $756,052 | $756,052 |
| ISHARES ESG AWARE MSCI EM ETF | FMV | $1,924,894 | $1,924,894 |
| ISHARES GLOBAL FINANCIALS ETF | FMV | $837,908 | $837,908 |
| ISHARES GLOBAL TECH ETF | FMV | $1,019,165 | $1,019,165 |
| ISHARES MSCI EAFE VALUE | FMV | $6,080,309 | $6,080,309 |
| ISHARES MSCI EAFE GROWTH ETF | FMV | $5,864,781 | $5,864,781 |
| LORD ABBETT ULTRA SHORT BOND CL | FMV | $189,224 | $189,224 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $47,907 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,907 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $25,013 | $0 | $25,013 |
| BANK FEES | $14,344 | $0 | $14,344 |
| OFFICE EXPENSES | $10,760 | $0 | $10,760 |
| INTEGRATED TAX SERVICES | $475 | $0 | $475 |
| MN FILING FEES | $25 | $0 | $25 |
| OTHER EXPENSES | $293,300 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $157,062,214 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIRST STATE BANK TRUST FEES | $301,919 | $301,919 | $0 |
| CHARLES SCHWAB FEES | $311,828 | $311,828 | $0 |
| PTC TRUST FEES | $215,697 | $215,697 | $0 |
| MARKS GROUP CONSULTING FEES | $36,000 | $36,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES-INVESTMENT INCOME | CategoryTxt |
| Amt | $1,030,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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