2022-11-13T11:13:18-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990PF 2021-01-01 411958161 THE BEVERLY FOUNDATION BEVE 9525453000 1660 HIGHWAY 100 S 303 MINNEAPOLIS MN 55416 BEVERLY DEIKEL PRESIDENT 9525453000 2022-11-10 1 BEVERLY DEIKEL XXX-XX-XXXX ANNE TOOHEY P01282064 6123764500 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 30689654 X X 76114 64052 368138 368138 1725282 1725282 1717335 -70093 -18359 2099441 2131166 0 0 0 8925 4462 4463 353974 215974 138000 20146 8970 0 113225 88107 24694 496270 317513 167157 2192498 2192498 2688768 317513 2359655 -589327 1813653 41775 25837 25837 513023 353822 353822 2252 2252 2252 9163165 9217371 15218862 8963087 8492441 15088881 18681050 18091723 30689654 0 0 X 0 0 0 0 18681050 18091723 18681050 18091723 18681050 18091723 18681050 -589327 0 18091723 0 18091723 US BANK INVESTMENTS 1138940 1138940 1138940 SECURITIES LITIGATION 9 9 9 PASSTHROUGH SEC 1256 LT P 6853 6853 6853 PASSTHROUGH SEC 1256 ST P 4569 4569 4569 PASSTHROUGH ST GAIN P 12927 12927 12927 PASSTHROUGH LT GAIN, UBIT P 7947 7947 7947 ADJUST FOR UBIT CAP GAINS P 7947 -7947 -7947 PASSTHROUGH LT GAIN, UBIT P 0 0 CAPITAL GAIN DISTRIBUTION P 13634 13634 13634 PASSTHROUGH LT GAIN P 540403 540403 540403 1717335 25210 0 25210 0 25210 10216 0 24500 0 34716 X 350 9156 9156 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MN 1 0 0 0 0 1 N/A SHERRI LEMANCZYK 9525453000 1660 HIGHWAY 100 S SUITE 303 MINNEAPOLIS MN 55416 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BEVERLY DEIKEL 1660 HIGHWAY 100 S SUITE 303 MINNEAPOLIS MN 55416 PRESIDENT, TREASURER 1.00 0 0 0 RONALD FINGERHUT 1660 HIGHWAY 100 S SUITE 303 MINNEAPOLIS MN 55416 SECRETARY 0.50 0 0 0 NONE 0 ARL & ASSOCIATES 4598 CHANTREY PLACE MINNETONKA MN 55345 NONPROFIT CONSULTING 138000 0 THE BEVERLY FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELY THROUGH MAKING CHARITABLE GIFTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES. SINCE THIS FOUNDATION'S CHARITABLE PROGRAMS CONSIST SOLELY OF GRANT-MAKING ACTIVITIES, NO ALLOCATION OF ADMINISTRATIVE EXPENSES BETWEEN GRANT ACTIVITIES, DIRECT CHARITABLE ACTIVITIES AND PROGRAM-RELATED INVESTMENTS IS REQUIRED. 0 NONE 0 0 0 15443755 1266236 13839839 30549830 0 0 30549830 458247 30091583 1504579 1504579 25210 25210 1479369 0 1479369 0 1479369 2359655 0 2359655 1479369 0 0 783007 949068 1732075 2359655 0 0 0 1479369 880286 0 0 2612361 0 0 0 0 0 0 0 2612361 783007 949068 880286 BEVERLY DEIKEL 1660 HIGHWAY 100 S SUITE 303 MINNEAPOLIS MN 55416 9525453000 LETTER OF REQUEST, ACCOMPANIED BY AUDITED FINANCIAL STATEMENT, TAX RETURN, OR EQUIVALENT FORM INDICATING FINANCIAL DATA NONE NONE ACHIEVE MINNEAPOLIS 2829 UNIVERSITY AVENUE SE 850 MINNEAPOLIS MN 55414 N/A PC STEP UP PROGRAM 15000 ALZHEIMER'S ASSOCIATION 7900 WEST 78TH STREET 100 MINNEAPOLIS MN 55439 N/A PC WALK SPONSOR 8000 AMERICAN FRIENDS OF LEKET PO BOX 2090 TEANECK NJ 07666 N/A PC GENERAL OPERATING/ISRAEL'S FOOD BANK 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N/A PC REHOVOT SCHOOLS 25000 PROJECT FOR PRIDE IN LIVING INC 1035 EAST FRANKLIN AVENUE MINNEAPOLIS MN 55404 N/A PC GENERAL OPERATING 25000 SCHECHTER INSTITUTE PO BOX 8500 PHILADELPHIA PA 19178 N/A PC GENERAL OPERATING 25000 ADL MIDWEST - ANTI-DEFAMATION COMMITTEE 120 S LA SALLE STREET STE 1550 CHICAGO IL 60603 N/A PC GENERAL OPERATING 10000 ALZHEIMER'S ASSOCIATION 7900 WEST 78TH STREET 100 MINNEAPOLIS MN 55439 N/A PC LEWY BODY DEMENTIA RESEARCH 12000 AMERICAN FRIENDS OF LEKET PO BOX 2090 TEANECK NJ 07666 N/A PC GENERIAL OPERATING 20000 PEF ISRAEL ENDOWMENT FUNDS 630 3RD AVENUE 15TH FLOOR NEW YORK NY 10017 N/A PC CREATING A COMMON CAUSE 25000 RESPECTABILITY 11333 WOODGLEN DRIVE STE 102 ROCKVILLE MD 20852 N/A PC GENERAL OPERATING 25000 322000 900003 11674 14 64440 14 368138 900003 14 900003 7947 18 1717335 PASSTHROUGH UBI 900003 -51734 PASSTHROUGH OTHER INCOME 14 -18359 -32113 2131554 0 2099441 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8925 4462 4463 NONE 0 PIMCO FDS TOTAL RETURN FUND 1250064 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