2022-10-24T08:51:38-05:00 2021-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2021-01-01 416017740 ROCHESTER AREA FOUNDATION ROCH 5072820203 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 JENNIFER WOODFORD PRESIDENT 5072820203 2022-10-19 1 JENNIFER WOODFORD XXX-XX-XXXX JULIE BOYER P01278549 2187275025 2022-10-19 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JENNIFER WOODFORD 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 11745870 0 X HTTP://WWW.ROCHESTERAREA.ORG/ X 1944 MN BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. 16 16 8 59 -17057 0 5450319 7167652 457055 449326 2786129 4118449 -37364 -32008 8656139 11703419 5381138 5021217 0 0 498218 463486 0 0 263008 598744 1030630 6478100 6515333 2178039 5188086 40010430 45116721 1891442 1752240 38118988 43364481 BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. 0 0 5712533 5021217 449326 GRANTS WERE PROVIDED TO ORGANIZATIONS PROVIDING FREE LEGAL CLINICS, EDUCATIONAL TUTORING AND DATA SHARING SERVICES, CULTURAL SERVICES AND EDUCATION, AND A VARIETY OF OTHER PROGRAMS SERVING COMMUNITY NEEDS 5712533 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 23 0 1 8 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X JENNIFER WOODFORD 5072820203 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 X TONY BENSON TRUSTEE 2.00 0.00 X 0 0 0 MARY EHMKE TRUSTEE 2.00 0.00 X 0 0 0 PAUL GORMAN TRUSTEE 2.00 0.00 X 0 0 0 BETH KREHBIEL TRUSTEE 2.00 0.00 X 0 0 0 GREG LAYTON TRUSTEE 2.00 0.00 X 0 0 0 WALT LING TRUSTEE 2.00 0.00 X 0 0 0 DAVE OETH TRUSTEE 2.00 0.00 X 0 0 0 MIKE PARADISE TRUSTEE 2.00 0.00 X 0 0 0 GEORGE THOMPSON TRUSTEE 2.00 0.00 X 0 0 0 KAREL WEIGEL TRUSTEE 2.00 0.00 X 0 0 0 CHRIS WENDLAND TRUSTEE 2.00 0.00 X 0 0 0 DON SUPALLA CHAIR 6.00 0.50 X X 0 0 0 DR KATHRYN LOMBARDO 1ST VICE CHAIR 4.00 0.00 X X 0 0 0 LARRY KOSHIRE 2ND VICE CHAIR 4.00 0.00 X X 0 0 0 DENISE KELLY SECRETARY 4.00 0.00 X X 0 0 0 MARCO WAGEMAN TREASURER 4.00 0.00 X X 0 0 0 JENNIFER WOODFORD EXECUTIVE DIRECTOR 30.00 12.00 X 103785 34595 9996 103785 34595 9996 1 0 0 0 0 635 125000 7042017 721343 7167652 ADMIN FEE INCOME 900099 356847 356847 OTHER INCOME 900099 92479 92479 449326 842270 842270 10443 42451 -32008 -32008 -17057 -14951 3276179 0 3276179 3276179 3276179 0 635 0 0 11703419 449326 -17057 4103498 X 5021217 5021217 111283 52303 38949 20031 276718 130058 96851 49809 13902 6534 4866 2502 31940 15012 11179 5749 29643 13932 10375 5336 3915 1840 1370 705 46861 22025 16401 8435 47519 22334 16632 8553 667595 313771 233658 120166 64200 30174 22470 11556 30842 12956 16242 1644 21991 10336 7697 3958 537 269 161 107 13585 1358 10869 1358 114 54 40 20 6624 3114 2318 1192 REPAIRS AND MAINTENANCE 77371 36364 27080 13927 DUES AND SUBSCRIPTIONS 11814 1181 9452 1181 37662 17701 13182 6779 6515333 5712533 539792 263008 775122 842058 2627859 3180932 12088 12323 37780 8565 2634596 557587 2145511 2077009 33267284 37469595 1144786 1526239 40010430 45116721 206082 169244 13295 599529 513711 1085831 1055990 1891442 1752240 X 32686582 37830087 5432406 5534394 38118988 43364481 40010430 45116721 X 5188086 57407 X X 0 1 X 1 0 X 2861506 4949445 4457420 5450319 7167652 24886342 2861506 4949445 4457420 5450319 7167652 24886342 1591111 23295231 264380 517416 372630 638906 852713 2646045 28312 1674 29986 27562373 1184408 0.84520 0.86190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 191 3137433 3027655 16355532 1 1 1 94134 94134 0 0 14177197 6915243 2026787 4644387 677732 5000 17792108 12857808 2275158 1649355 2338756 266658 -290 14177197 16868730 1240322 2439347 262192 856388 6572011 12857808 18773665 1429612 -1161500 1660611 517436 16863730 16349386 850945 2221166 323916 323916 18773665 0.08600 0.88200 0.03200 0 0 239669 239669 2072782 204896 1867886 322145 352691 -30546 2077009 INVESTMENTS IN MARKETABLE SECURITIES 37469595 F 37469595 UNITRUST OBLIGATIONS 536300 REFUNDABLE ADVANCES 519300 ANNUITIES PAYABLE 390 1055990 X PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF 189 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. THE FOUNDATION BELIEVES THAT NO SIGNIFICANT UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN IN ITS TAX RETURNS. AT DECEMBER 31, 2021, GENERALLY, THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2018 TO 2021. AT DECEMBER 31, 2021 AND 2020, THE FOUNDATION DID NOT RECORD ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS. 1 FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 45277 110303001 501(C)(3) 57625 0 PROGRAM SUPPORT STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 020554654 501(C)(3) 15000 0 PROGRAM SUPPORT COMMUNITY DENTAL CARE 2120 US HIGHWAY 14 EAST ROCHESTER MN 55904 043692982 501(C)(3) 24500 0 PROGRAM SUPPORT SPORTS MENTORSHIP ACADEMY 3270 19TH STREET NW SUITE 208 ROCHESTER MN 55901 061777757 501(C)(3) 25210 0 PROGRAM SUPPORT PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET 323 SAINT PAUL MN 55114 131644147 501(C)(3) 5600 0 PROGRAM SUPPORT AMERICAN CANCER SOCIETY-SANDRA J SCHULZE HOPE LODGE 411 2ND STREET NW ROCHESTER MN 55901 131788491 501(C)(3) 8350 0 PROGRAM SUPPORT PARALYZED VETERANS OF AMERICA 801 18TH ST NW WASHINGTON DC 20006 131946868 501(C)(3) 25000 0 PROGRAM SUPPORT DOCTORS WITHOUT BORDERS PO BOX 5023 HAGERSTOWN MD 217419802 133433452 501(C)(3) 11650 0 PROGRAM SUPPORT CATHOLIC RELIEF SERVICES P O BOX 17090 BALTIMORE MD 21297 135563422 501(C)(3) 10000 0 PROGRAM SUPPORT JUSTFAITH MINISTRIES PO BOX 221348 LOUISVILLE KY 402521348 201377228 501(C)(3) 125000 0 PROGRAM SUPPORT WISHES & MORE 961 HILLWIND RD NE MINNEAPOLIS MN 55432 201766318 501(C)(3) 20000 0 PROGRAM SUPPORT CHILDREN'S DENTAL HEALTH SERVICES 903 W CENTER ST SUITE 130 ROCHESTER MN 55902 203677586 501(C)(3) 27443 0 PROGRAM SUPPORT PACELLI CATHOLIC SCHOOLS 511 4TH AVENUE NW AUSTIN MN 55912 204023381 501(C)(3) 50000 0 PROGRAM SUPPORT ROCHESTER DANCE COMPANY PO BOX 7262 ROCHESTER MN 55903 204174471 501(C)(3) 20000 0 PROGRAM SUPPORT SING OUT LOUD 2222 HIGHWAY 52 NW ROCHESTER MN 55903 208822875 501(C)(3) 10082 0 PROGRAM SUPPORT B'NAI ISRAEL SYNAGOGUE 621 2ND ST SW ROCHESTER MN 559022932 237305164 501(C)(3) 18800 0 PROGRAM SUPPORT CHAD GREENWAY LEAD THE WAY FOUNDATION 59 CAVALIER BLVD STE 310 FLORENCE KY 41042 261782419 501(C)(3) 7000 0 PROGRAM SUPPORT NEXT CHAPTER MINISTRIES PO BOX 9321 ROCHESTER MN 55903 300050922 501(C)(3) 24900 0 PROGRAM SUPPORT COLLEGE OF WOOSTER 1101 N BEVER ST WOOSTER OH 44691 340714654 501(C)(3) 15000 0 EDUCATIONAL PROGRAM SUPPORT WAYNE COUNTY COMMUNITY FOUNDATION 517 N MARKET ST WOOSTER OH 44691 341281026 501(C)(3) 25000 0 COMMUNITY PROGRAM SUPPORT BRAD WHITE MINISTRIES PO BOX 1255 CORDOVA TN 38088 352374872 501(C)(3) 6000 0 PROGRAM SUPPORT MIRACLE FIELD OF SOUTHEASTERN MINNESOTA C/O CARDINAL OF MINNESOTA 3008 WELLNER DRIVE NE ROCHESTER MN 55906 352416181 501(C)(3) 10000 0 PROGRAM SUPPORT DOROTHY DAY HOSPITALITY HOUSE 703 1ST ST SW ROCHESTER MN 559026293 363348305 501(C)(3) 17290 0 PROGRAM SUPPORT APPLE TREE DENTAL 2442 MOUNDS VIEW BLVD MOUNDS VIEW MN 55112 363411437 501(C)(3) 35250 0 PROGRAM SUPPORT FRIENDS OF QUARRY NATURE CENTER INC 701 SILVER CREEK RD NE ROCHESTER MN 55906 363416399 501(C)(3) 7313 0 PROGRAM SUPPORT SOUTHERN MINNESOTA INITIATIVE FOUNDATION 525 FLORENCE AVENUE OWATONNA MN 55060 363454285 501(C)(3) 6200 0 PROGRAM SUPPORT HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 381374230 501(C)(3) 25000 0 PROGRAM SUPPORT ST COLETTA OF WISCONSIN INC N4637 COUNTY RD Y JEFFERSON WI 53549 390816255 501(C)(3) 10000 0 PROGRAM SUPPORT DUNWOODY COLLEGE OF TECHNOLOGY 818 DUNWOODY BOULEVARD MINNEAPOLIS MN 55403 410693856 501(C)(3) 100000 0 PROGRAM SUPPORT UNIVERSITY OF ST THOMAS 2115 SUMMIT AVENUE ST PAUL MN 551051096 410693970 501(C)(3) 6000 0 PROGRAM SUPPORT CHRIST UNITED METHODIST CHURCH 400 5TH AVENUE SW ROCHESTER MN 55902 410693980 501(C)(3) 46760 0 PROGRAM SUPPORT ST FRANCIS OF ASSISI CATHOLIC CHURCH 1114 THIRD STREET SE ROCHESTER MN 55906 410694749 501(C)(3) 10000 0 PROGRAM SUPPORT FIRST PRESBYTERIAN CHURCH 512 3RD ST SW ROCHESTER MN 559023141 410694750 501(C)(3) 13600 0 PROGRAM SUPPORT SISTERS OF ST FRANCIS - ROCHESTER MN 1001 14TH ST NW SUITE 100 ROCHESTER MN 55901 410695522 501(C)(3) 6900 0 PROGRAM SUPPORT ST MARY'S ON THE LAKE CATHOLIC CHURCH 419 WEST LYON AVENUE LAKE CITY MN 55041 410695529 501(C)(3) 8000 0 PROGRAM SUPPORT UNITED WAY OF OLMSTED COUNTY 903 WEST CENTER ST STE 100 ROCHESTER MN 55902 410695594 501(C)(3) 58770 0 PROGRAM SUPPORT GAMEHAVEN COUNCIL BOY SCOUTS OF AMERICA 607 EAST CENTER ST ROCHESTER MN 55904 410698309 501(C)(3) 18636 0 PROGRAM SUPPORT SALVATION ARMY - ROCHESTER 20 1ST AVE NE ROCHESTER MN 559063706 410698597 501(C)(3) 49002 0 PROGRAM SUPPORT OLMSTED COUNTY AG ASSOCIATION DBA OLMSTED COUNTY FAIR 1403 3RD AVE SE ROCHESTER MN 55904 410709864 501(C)(3) 11137 0 PROGRAM SUPPORT HISTORY CENTER OF OLMSTED COUNTY 1195 WEST CIRCLE DR SW ROCHESTER MN 559026619 410718368 501(C)(3) 49290 0 PROGRAM SUPPORT ZUMBRO LUTHERAN CHURCH 624 3RD AVE SW ROCHESTER MN 55902 410718374 501(C)(3) 23000 0 PROGRAM SUPPORT CHURCH OF SAINT JOHN THE EVANGELIST 11 4TH AVE SW ROCHESTER MN 559023098 410733599 501(C)(3) 13500 0 PROGRAM SUPPORT ROCHESTER CATHOLIC SCHOOLS 2800 19TH STREET NW ROCHESTER MN 55901 410740119 501(C)(3) 53600 0 LOURDES FOUNDATION CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIST 974 SKYLINE DRIVE SW ROCHESTER MN 55902 410760826 501(C)(3) 11000 0 PROGRAM SUPPORT ROCHESTER ART CENTER 30 CIVIC CENTER DRIVE SE STE 120 ROCHESTER MN 55904 410799310 501(C)(3) 42897 0 PROGRAM SUPPORT ABILITY BUILDING COMMUNITY 1911 14TH ST NW ROCHESTER MN 55901 410829178 501(C)(3) 40440 0 PROGRAM SUPPORT ROCHESTER CIVIC THEATRE INC 30 CIVIC CENTER DRIVE SE ROCHESTER MN 55904 410829271 501(C)(3) 27113 0 PROGRAM SUPPORT POSSABILITIES OF SOUTHERN MN 1808 3RD AVENUE SE ROCHESTER MN 55904 410853397 501(C)(3) 13850 0 PROGRAM SUPPORT OLMSTED MEDICAL CENTER 210 9TH STREET SE ROCHESTER MN 559046425 410855367 501(C)(3) 30964 0 PROGRAM SUPPORT ST LUKE'S EPISCOPAL CHURCH 1884 22ND STREET NW ROCHESTER MN 55901 410876187 501(C)(3) 12760 0 PROGRAM SUPPORT FAMILY SERVICE ROCHESTER 4600 18TH AVENUE NW ROCHESTER MN 55901 410883453 501(C)(3) 9200 0 PROGRAM SUPPORT DODGE COUNTY FOOD SHELF 20 E VETERANS MEMORIAL HIGHWAY KASSON MN 55944 410907135 501(C)(3) 6000 0 PROGRAM SUPPORT MAYO FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 410944601 501(C)(3) 42312 0 PROGRAM SUPPORT MINNESOTA PUBLIC RADIO 480 CEDAR STREET SAINT PAUL MN 55101 410953924 501(C)(3) 18962 0 PROGRAM SUPPORT CAMP OLSON - YMCA 4160 LITTLE BOY RD NE LONGVILLE MN 56655 410967781 501(C)(3) 7690 0 PROGRAM SUPPORT THE CHILDREN'S PLACE 3703 FAIRWAY PLACE NW ROCHESTER MN 55901 410988136 501(C)(3) 20000 0 PROGRAM SUPPORT OPPORTUNITY SERVICES 140 ELTON HILLS LANE NW STE 300 ROCHESTER MN 55901 410990502 501(C)(3) 20000 0 PROGRAM SUPPORT LEGAL ASSISTANCE OF OLMSTED COUNTY 1700 N BROADWAY STE 124 ROCHESTER MN 55906 410992471 501(C)(3) 43720 0 PROGRAM SUPPORT COMMUNITY HEALTH SERVICE INC RCTC HEINTZ CENTER 1926 COLLEGEVIEW RD SE ROCHESTER MN 55904 411000060 501(C)(3) 20000 0 PROGRAM SUPPORT IRONWOOD SPRINGS CHRISTIAN RANCH 7291 COUNTY ROAD 6 SW STEWARTVILLE MN 559768257 411281157 501(C)(3) 36850 0 PROGRAM SUPPORT OLMSTED COUNTY 4-H 1421 SE 3RD AVENUE SE ROCHESTER MN 55904 411300287 501(C)(3) 15128 0 PROGRAM SUPPORT WOMEN'S SHELTER & SUPPORT CENTER RCTC HEINTZ CENTER ROCHESTER MN 55903 411316614 501(C)(3) 8150 0 TRANFORMING LIVES FRIENDS OF THE ROCHESTER PUBLIC LIBRARY INC 101 2ND STREET SE ROCHESTER MN 55904 411337908 501(C)(3) 12351 0 PROGRAM SUPPORT RONALD MCDONALD HOUSE OF ROCHESTER MN 850 2ND STREET SW ROCHESTER MN 55902 411344744 501(C)(3) 42760 0 PROGRAM SUPPORT ROCHESTER YOUTH SOCCER ASSOCIATION DBA- MINNESOTA RUSH 380 WOODLAKE DR DE ROCHESTER MN 55904 411372129 501(C)(3) 25000 0 PROGRAM SUPPORT CHANNEL ONE REGIONAL FOOD BANK 131 SE 35TH ST ROCHESTER MN 55904 411379713 501(C)(3) 115500 0 PROGRAM SUPPORT BEAR CREEK SERVICES INC 3108 US 52 N ROCHESTER MN 55076 411390671 501(C)(3) 7720 0 PROGRAM SUPPORT MAKE-A-WISH MINNESOTA 1919 UNIVERSITY AVENUE E STE 415 SAINT PAUL MN 55104 411422893 501(C)(3) 25200 0 PROGRAM SUPPORT FRIENDS OF OXBOW PO BOX 6552 ROCHESTER MN 55903 411440844 501(C)(3) 24250 0 PROGRAM SUPPORT GIFT OF LIFE INC 705 2ND ST SW ROCHESTER MN 55902 411495845 501(C)(3) 36960 0 PROGRAM SUPPORT MN ADULT & TEEN CHALLENGE 740 EAST 24TH STREET MINNEAPOLIS MN 55404 411517351 501(C)(3) 21900 0 PROGRAM SUPPORT PAX CHRISTI CATHOLIC CHURCH 4135 18TH AVENUE NW ROCHESTER MN 55901 411532400 501(C)(3) 6750 0 PROGRAM SUPPORT ROCHESTER COMMUNITY & TECHNICAL COLLEGE FOUNDATION 851 30TH AVENUE SE ROCHESTER MN 55904 411535213 501(C)(3) 76000 0 PROGRAM SUPPORT ROCHESTER REPERTORY THEATRE 103 SEVENTH STREET NE ROCHESTER MN 55906 411540218 501(C)(3) 15219 0 PROGRAM SUPPORT ROCHESTER PUBLIC SCHOOL FOUNDATION 201 8TH STREET NW ROCHESTER MN 559016820 411628288 501(C)(3) 6565 0 PROGRAM SUPPORT THE READING CENTER 2010 SCOTT ROAD NW ROCHESTER MN 55901 411633734 501(C)(3) 17077 0 PROGRAM SUPPORT EYOTA KIDS KORNER 511 JEFFERSON AVE S EYOTA MN 55934 411647457 501(C)(3) 34261 0 PROGRAM SUPPORT UNITED WAY OF DODGE COUNTY PO BOX 718 DODGE CENTER MN 55927 411657224 501(C)(3) 20000 0 PROGRAM SUPPORT HOLY SPIRIT CATHOLIC CHURCH 5455 50TH AVE NW ROCHESTER MN 559013763 411685876 501(C)(3) 13000 0 PROGRAM SUPPORT ELDER NETWORK 1130 1/2 7TH ST NW SUITE 205 ROCHESTER MN 559011732 411704390 501(C)(3) 15500 0 PROGRAM SUPPORT DIVERSITY COUNCIL 1130 1/2 7TH STREET NW SUITE 204 ROCHESTER MN 559011732 411709139 501(C)(3) 12000 0 PROGRAM SUPPORT HONORS CHOIRS OF SOUTHEAST MINNESOTA 1001 14TH STREET NW ROCHESTER MN 55901 411747145 501(C)(3) 41000 0 PROGRAM SUPPORT COMMUNITY FOOD RESPONSE 120 1ST ST NE ROCHESTER MN 55906 411757102 501(C)(3) 10600 0 PROGRAM SUPPORT STEWARTVILLE AREA HISTORY CENTER 305 MAIN STREET NORTH STEWARTVILLE MN 55976 411763176 501(C)(3) 20610 0 PROGRAM SUPPORT ROCHESTER SYMPHONY ORCHESTRA & CHORALE 1530 GREENVIEW DR SW ROCHESTER MN 55902 411764434 501(C)(3) 26874 0 PROGRAM SUPPORT JEREMIAH PROGRAM-ROCHESTER 2915 JEREMIAH LANE NW ROCHESTER MN 55901 411801834 501(C)(3) 49845 0 PROGRAM SUPPORT KM CARE & SHARE CHARITY FUND 502 MANTORVILLE AVENUE SOUTH KASSON MN 55944 411808587 501(C)(3) 10000 0 PROGRAM SUPPORT MADONNA LIVING COMMUNITY 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SOUTH 6TH ST 2260 STE 2260 MINNEAPOLIS MN 55402 412010058 501(C)(3) 26400 0 PROGRAM SUPPORT GLORIA DEI LUTHERAN CHURCH 1212 12TH AVE NW ROCHESTER MN 559011796 416008833 501(C)(3) 217500 0 PROGRAM SUPPORT MAYO CLINIC AKA MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH 1216 SECOND STREET SW ROCHESTER MN 55902 416011702 501(C)(3) 62881 0 $61,881 MAYO CLINIC- EUGENIO LITTA CHILDREN'S HOSPITAL/$1,000 CRADLE 2 CAREER 12 ELTON HILLS DR NW ROCHESTER MN 55901 416017740 30000 0 FISCALLY SPONSORED PROJECT OF ROCHESTER AREA FOUNDATION - INITIATIVE DEDICATED TO EDUCATIONAL EQUITY ROCHESTER NONPROFIT CONSORTIUM 12 ELTON HILLS DRIVE ROCHESTER MN 55901 416017740 10327 0 ROCHESTER NONPROFIT CONSORTIUM IS A FISCALLY SPONSORED PROJECT OF ROCHESTER AREA FOUNDATION UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET STE 500 MINNEAPOLIS MN 55455 416042488 501(C)(3) 66100 0 5 EDUCATIONAL SCHOLARSHIPS LIFT FOR LIFE ACADEMY 1731 SOUTH BROADWAY SAINT LOUIS MO 63104 431535886 501(C)(3) 9000 0 PROGRAM SUPPORT LAW ENFORCEMENT MEMORIAL FOUNDATION OF SE MINNESOTA 101 4TH STREET SE ROCHESTER MN 55904 454589082 501(C)(3) 172000 0 PROGRAM SUPPORT ROCHESTER VIDHYALAYALAYYASAARAM INSTITUTE OF INDIAN ARTS 611 20TH ST SW ROCHESTER MN 559022220 454747927 501(C)(3) 5734 0 PROGRAM SUPPORT EXERCISABILITIES 2530 NORTH BROADWAY ROCHESTER MN 55906 455214117 501(C)(3) 18600 0 PROGRAM SUPPORT SOUTH DAKOTA STATE UNIVERSITY FOUNDATION 815 MEDARY AVENUE BROOKINGS SD 57007 460273801 501(C)(3) 100000 0 PROGRAM SUPPORT SOCIETY OF ST VINCENT DE PAUL - ROCHESTER COUNCIL 1313 NORTHWAY LANE ROCHESTER MN 55906 465044559 501(C)(3) 6000 0 PROGRAM SUPPORT ST CLOUD STANDDOWN INC 724 33RD AVENUE N ST CLOUD MN 56303 500010928 501(C)(3) 6000 0 PROGRAM SUPPORT NEW LIFE FAMILY SERVICES 1515 EAST 66TH STREET MINNEAPOLIS MN 55423 510153937 501(C)(3) 6400 0 PROGRAM SUPPORT ROCHESTER MUSIC GUILD PO BOX 5802 ROCHESTER MN 55903 510158995 501(C)(3) 13900 0 PROGRAM SUPPORT ARC MINNESOTA - SOUTHEAST REGION 6301 BANDEL ROAD NW STE 605 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PROGRAM SUPPORT SAFE HAVEN FOSTER SHOPPE 5550 285TH AVENUE NW ISANTI MN 55040 820662424 501(C)(3) 5600 0 PROGRAM SUPPORT ZUMBRO RIDGE ESTATES 739 55TH ST NE 4 ROCHESTER MN 55906 821446789 501(C)(3) 17832 0 PROGRAM SUPPORT HOPE RANCH FOUNDATION 9145 80TH AVENUE SUITE B CHATFIELD MN 55923 822240400 501(C)(3) 7550 0 PROGRAM SUPPORT THRIVE FAMILY RESOURCE CENTER 400 5TH STREET ROCHESTER MN 55902 822612625 501(C)(3) 50000 0 PROGRAM SUPPORT THRESHOLD ARTS 121 N BROADWAY AVENUE ROCHESTER MN 55906 832581717 501(C)(3) 25000 0 PROGRAM SUPPORT THE LANDING 718 22ND STREET NE ROCHESTER MN 55906 832953783 501(C)(3) 19400 0 PROGRAM SUPPORT EARTHFEST ROCHESTER 101 11TH STREET NORTHWEST ROCHESTER MN 55901 833191341 501(C)(3) 6762 0 PROGRAM SUPPORT REVOLUTIONARY EARTH 3308 9TH AVENUE NW ROCHESTER MN 55901 833831853 501(C)(3) 5500 0 PROGRAM SUPPORT BEAR CREEK DEVELOPMENT CENTER 1765 RESTORATION RD SW ROCHESTER MN 55902 841884979 501(C)(3) 7488 0 PROGRAM SUPPORT CHILDHOOD CANCER COMMUNITY 905 9TH ST SE ROCHESTER MN 55904 841937145 501(C)(3) 10000 0 PROGRAM SUPPORT CHILDREN'S MUSEUM OF ROCHESTER INC 1201 12TH STREET SW SUITE 632 ROCHESTER MN 55902 842749957 501(C)(3) 25000 0 PROGRAM SUPPORT RESOUNDING VOICES 1530 GREENVIEW DR SW SUITE 120 ROCHESTER MN 55902 844696992 501(C)(3) 6877 0 PROGRAM SUPPORT FRIENDS OF MANTORVILLE 402 N MAIN STREET MANTORVILLE MN 55955 852699280 501(C)(3) 7500 0 PROGRAM SUPPORT PHOENIX CHRISTIAN ASSEMBLY 2030 NORTH 36TH STREET PHOENIX AZ 85008 860264849 501(C)(3) 30000 0 PROGRAM SUPPORT ROCHESTER POLICE DEPARTMENT 101 4TH STREET SE ROCHESTER MN 55904 416005494 GOVERNMENT 12000 0 PROGRAM SUPPORT MOUNT OLIVE LUTHERAN CHURCH 2830 18TH AVE NW ROCHESTER MN 559017697 411461244 501(C)(3) 10000 0 PROGRAM SUPPORT OWATONNA PUBLIC SCHOOLS 515 W BRIDGE STREET OWATONNA MN 55060 521612613 GOVERNMENT 10000 0 PROGRAM SUPPORT CHATFIELD HIGH SCHOOL 205 UNION STREET NE CHATFIELD MN 55923 416001078 GOVERNMENT 9200 0 PROGRAM SUPPORT UNIVERSITY OF WISCONSIN-LACROSSE 121 GRAFF MAIN HALL LA CROSSE WI 54601 391145116 501(C)(3) 6000 0 PROGRAM SUPPORT UNIVERSITY OF MINNESOTA FOUNDATION 200 FRASER HALL 106 PLEASANT ST SE MINNEAPOLIS MN 55455 416042488 501(C)(3) 5500 0 5 EDUCATIONAL SCHOLARSHIPS ROCHESTER COMMUNITY & TECHNICAL COLLEGE 851 30TH AVENUE SE BOX 50 ROCHESTER MN 55904 411687554 501(C)(3) 5300 0 PROGRAM SUPPORT FIRST HOMES PROPERTIES 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 412004557 501(C)(3) 19000 0 PROGRAM SUPPORT 140 2 PART I, LINE 2: RAF IS A COMMUNITY-BASED ECLECTIC GRANTMAKER. EACH APPLICATION IS CONSIDERED ON ITS OWN MERITS AND THE DECISION TO AWARD A REQUEST IS MADE ON A CASE BY CASE BASIS. GRANTS ARE NOT AWARDED TO INDIVIDUALS, PRIVATE FOUNDATIONS, OR POLITICAL ORGANIZATIONS. GRANTS ARE MADE TO RELIGIOUS ORGANIZATIONS ONLY FOR PURPOSES OF DIRECT COMMUNITY SERVICE PROJECTS. GRANTS ARE LIMITED TO NONPROFIT ORGANIZATIONS WHICH HAVE A 501(C)3 DESIGNATION, ARE GOVERNMENT AGENCIES, OR ARE UNDER THE FISCAL AGENCY UMBRELLA OF A 501(C)3 DESIGNATED ORGANIZATION. IN GENERAL, RAF DOES NOT SUPPORT GENERAL CAPITAL CAMPAIGNS, PROVIDE GENERAL OPERATING SUPPORT, PROVIDE SUPPORT FUNDING FOR ORGANIZATIONAL DEFICITS, OR TO REPLACE GOVERNMENT FUNDING. FUND DRIVES OR REQUESTS FOR EVENT SPONSORSHIPS SHOULD BE DIRECTED TO RAF'S GRANT OFFICER FOR SPONSORSHIP CONSIDERATION. TYPICALLY, GRANTS WILL NOT BE AWARDED FOR ENDOWMENTS, ANNUAL CAMPAIGNS, PROPOSALS THAT DUPLICATE EXISTING SERVICES, POLITICAL ACTIVITIES, OR RELIGIOUS ACTIVITIES. RAF DOES NOT MAKE MULTI-YEAR GRANTS OR MORE THAN ONE GRANT TO AN ORGANIZATION WITHIN 12 MONTHS OF AN AWARD. AN ORGANIZATION MAY APPLY FOR A GRANT ONCE DURING EACH CALENDAR. TO BE CONSIDERED, THE ORGANIZATION MUST HAVE COMPLETED ALL PRIOR PROJECTS AND FILED A FINAL REPORT TO CLOSE OUT AWARDED FUNDS. RAF AWARDS GRANTS TO BENEFIT COMMUNITIES IN THE CATCHMENT AREA PROSCRIBED BY THE RAF BOARD OF TRUSTEES, CURRENTLY WITHIN A 40 MILE RADIUS OF ROCHESTER . AGENCIES OUTSIDE OF THE TRADITIONAL CATCHMENT AREA ARE ELIGIBLE FOR GRANTS PROVIDED THE IMPACT FOR PROJECT WILL FALL PRIMARILY WITHIN THE RAF CATCHMENT AREA BUT THE GRANT DISTRIBUTION COMMITTEE MAY REQUIRE INPUT THROUGH A LOCAL ADVISORY GROUP OR BOARD IF A LOCAL OFFICE IS NOT PRESENT. X 49 1949410 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE OFFICERS OF THE BOARD OF DIRECTORS. THE PRESIDENT OF THE ROCHESTER AREA FOUNDATION SERVES AS AN EX-OFFICIO MEMBER. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND DIRECTION OF THE BUSINESS AND CONDUCT THE AFFAIRS OF THE FOUNDATION. NO POLICY OR ACTION ADOPTED OR TAKEN BY THE EXECUTIVE COMMITTEE SHALL CONTINUE EFFECTIVE UNLESS APPROVED AT THE NEXT MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO FILL OUT AND SIGN DISCLOSURE FORM. THEY MUST ALSO VERBALLY INDICATE WHETHER A CONFLICT EXISTS AND ABSTAIN FROM VOTING AT BOARD MEETINGS. CONFLICTS ARE REVIEWED BY STAFF AND ANY POTENTIAL CONFLICTS ARE BROUGHT TO THE CHAIR OF THE BOARD FOR REVIEW AND DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS. THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS AND INCREASES ARE BASED ON MERIT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS MAY BE OBTAINED BY THE PUBLIC ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VII ALL PAYROLL IS PROCESSED, AND EMPLOYMENT TAXES ARE REPORTED BY ROCHESTER AREA FOUNDATION. A PORTION OF COMPENSATION IS CHARGED TO FIRST HOMES PROPERTIES, A RELATED ORGANIZATION, AND IS REPORTED AS PAID BY A RELATED ORGANIZATION, ON FORM 990, PART VII. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 145,230. MANAGEMENT AND GENERAL EXPENSES 108,150. FUNDRAISING EXPENSES 55,620. TOTAL EXPENSES 309,000. ADMINISTRATIVE FEE: PROGRAM SERVICE EXPENSES 165,307. MANAGEMENT AND GENERAL EXPENSES 123,100. FUNDRAISING EXPENSES 63,308. TOTAL EXPENSES 351,715. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 3,234. MANAGEMENT AND GENERAL EXPENSES 2,408. FUNDRAISING EXPENSES 1,238. TOTAL EXPENSES 6,880. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST 57,407. FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FIRST HOMES PROPERTIES 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 412004557 TO PROVIDE OPPORTUNITIES FOR LOW AND MODERATE INCOME HOUSEHOLDS IN SE MN MN 501(C)(3) LINE 12A, I ROCHESTER AREA FOUNDATION 1 RAF PROPERTIES 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 411891463 TO RECEIVE, HOLD & DISBURSE ANY REAL PROPERTY FOR ROCHESTER AREA FOUNDATION MN 501(C)(3) LINE 12A, I ROCHESTER AREA FOUNDATION 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 FIRST HOMES PROPERTIES D 635111 FMV