2021-11-12T17:25:57-06:00 2020-12-31 CARLSON HOLDINGS INC 701 CARLSON PARKWAY SUITE 1500 MINNETONKA MN 55305 990PF 2020-01-01 416028973 THE CURTIS L CARLSON FAMILY FOUNDATION % TONKAWA INC CURT 9524045605 701 CARLSON PKWY Suite 1250 MINNETONKA MN 55305 MARILYN NELSON TREASURER 9524045636 2021-11-12 true MARILYN NELSON 999009999 ANDREW BUCKNEBERG P01253775 7637622214 2 2020 2022-09-23 18:48:47Z X X 266458640 X 0 X 6560607 4655781 -1104315 40642787 1774857 858776 5456292 7289414 359708 359708 429686 429686 57412 57412 9767 664 0 9103 35703 19071 0 6357 692240 538380 128606 61 84036 158978 93684 25 55538 55538 205154 821345 205154 2004247 1557180 0 1251589 10125400 10125400 12129647 1557180 0 11376989 -6673355 5732234 12768281 10008607 10008607 120482216 128871212 128871212 32141108 29781243 29781243 82788279 97713946 97713946 83632 83632 248179884 266458640 266458640 0 0 X 248179884 266458640 248179884 266458640 248179884 266458640 248179884 -6673355 24952111 266458640 266458640 PUBLICLY TRADED SECURITIES P 37969151 38859946 -890795 -890795 LINDEN CAPITAL PARTNERS P 2020-06-23 16656 7984 8672 8672 1774857 79678 79678 79678 113431 0 35000 148431 X 68753 68753 false false false false false true true false true true MN true false false false false true carlsonfamilyfoundation.org TONKAWA INC 9524045600 701 CARLSON PKWY STE 1200 MINNETONKA MN 55305 false false false true true false false false false false true false false false false false false false false false false false false BARBARA C GAGE 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE 1.0 6000 0 0 MARILYN C NELSON 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE, TREASURER 1.0 6000 0 0 DIANA L NELSON 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE 1.0 6000 0 0 WENDY M NELSON 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE, BOARD CHAIR 40.0 6000 0 0 RICHARD C GAGE 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE 1.0 6000 0 0 GEOFFREY C GAGE 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE 1.0 6000 0 0 C DAVID NELSON 701 CARLSON PKWY MINNETONKA MN 55305 SECRETARY 40.0 287708 19427 0 SCOTT C GAGE 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE 1.0 2000 0 0 JULIET NELSON 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE 1.0 6000 0 0 ALEXANDER MURESANU 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE 1.0 6000 0 0 PATRICK GAGE 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE 1.0 6000 0 0 EMMA GAGE 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE 1.0 6000 0 0 GINA GAGE 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE 1.0 4000 0 0 JENNIFER NELSON 701 CARLSON PKWY MINNETONKA MN 55305 TRUSTEE 1.0 6000 0 0 DANA JENSEN 701 CARLSON PKWY STE 1250 MINNETONKA MN 55305 SR PROGRAM OFFICER 40.0 135124 30798 JULIE PILARSKI 701 CARLSON PKWY STE 1250 MINNETONKA MN 55305 EXECUTIVE ASSISTANT 40.0 81119 3672 JOAN WEIS 701 CARLSON PKWY STE 1250 MINNETONKA MN 55305 GRANTS MANAGER 40.0 79949 655 ARETHA GREEN-RUPERT 701 CARLSON PKWY STE 1250 MINNETONKA MN 55305 PROGRAM DIRECTOR 40.0 62478 1065 NICHOLAS SCHMIDT 701 CARLSON PKWY STE 1250 MINNETONKA MN 55305 SR GRANTS MANAGER 40.0 71016 1795 TONKAWA INC 701 CARLSON PARKWAY SUITE 1200 MINNETONKA MN 55305 PROFESSIONAL 1294532 CITIBANK 153 EAST 53rd STREET NEW YORK NY 10043 CUSTODY 74433 N/A 147635662 4328996 86482374 238447032 0 238447032 3576705 234870327 11743516 11743516 79678 79678 11663838 11663838 11663838 11376989 0 0 0 0 11376989 0 11376989 11663838 7913161 2018 2017 2016 0 0 11376989 7913161 3463828 0 0 0 0 8200010 0 0 CURTIS L CARLSON DECEASED 21999 ARLEEN M CARLSON DECEASED 8405 NONE C DAVID NELSON 701 CARLSON PKWY STE 1250 MINNETONKA MN 55305 9524045605 THE CURTIS L CARLSON FAMILY FOUNDATION HAS CHANGED ITS GRANTMAKING PROCESS. IT REQUIRES THAT ALL REQUESTS FOR FUNDING BEGIN WITH A LETTER OF INQUIRY (LOI). INFORMATION ON THIS PROCESS CAN BE FOUND AT CARLSONFAMILYFOUNDATION.ORG/GRANTMAKING. LETTERS OF INQUIRY ARE BEING ACCEPTED IN THE FOLLOWING AREAS: CONSTELLATION (FOR OUT-OF-SCHOOL PROGRAMS), SEX TRAFFICKING PREVENTION, AND VIBRANT COMMUNITIES (FOR YOUTH ACCESS PROGRAMS). OTHER PRIORITY AREAS ARE BY INVITATION ONLY. PLEASE VISIT CARLSONFAMILYFOUNDATION.ORG/GRANTMAKING FOR DETAILS ON SUBMISSION DEADLINES. REGRETTABLY, BECAUSE OF THE HIGH VOLUME OF FUNDING REQUESTS RECEIVED, THE FOUNDATION MUST OFTEN DECLINE TO SUPPORT PROPOSALS OF OBVIOUS MERIT WHICH ARE EITHER OUTSIDE THE FOUNDATION'S GUIDELINES OR BEYOND ITS AVAILABLE RESOURCES. STATEMENT ATTACHED STATEMENT ATTACHED STATEMENT ATTACHED MN 55305 NONE PC GENERAL OPERATING SUPPORT 10125400 10125400 STATEMENT ATTACHED STATEMENT ATTACHED STATEMENT ATTACHED MN 55305 NONE PC GENERAL OPERATING SUPPORT 355000 355000 14 6560607 18 -1104315 5456292 5456292 false false false false false false false false false false DELOITTE & TOUCHE 25428 19071 6357 DELOITTE TAX 10275 WAIVE NOL CB FORM 990-T THE TAXPAYER ELECTS UNDER SECTION 172(B)(3) TO RELINQUISH THE ENTIRE CARRYBACK PERIOD FOR ANY 2019 AND 2020 NET OPERATING LOSS. LEGAL FEES 9767 664 9103 CONSTRUCTION IN PROGRESS 83632 83632 DUES & SUBSCRIPTIONS 32391 32391 TECHNOLOGY/WEBSITE 60490 60490 POSTAGE & FREIGHT 3470 3470 TELEPHONE 8835 8835 OFFICE SUPPLIES 27033 27033 COMMUNICATIONS 72591 72591 OTHER EXPENSES 344 344 DEDUCTIONS FROM PSHIPS 821345 OTHER PORTFOLIO INCOME FROM PARTNERSHIPS 200 OTHER INCOME FROM PARTNERSHIPS 562536 ORDINARY INCOME FROM PARTNERSHIPS 292333 RENTAL INCOME FROM PARTNERSHIPS 3641 ROYALTY INCOME FROM PARTNERSHIPS 66 INCREASE IN UNREALIZED APPRECIATION OF 24952111 ASSETS 0 TONKAWA INVESTMENT FEES 338272 338272 TONKAWA PROFESSIONAL SERVICES 112000 84000 28000 TONKAWA TAX FEES 70000 31500 10500 MISC PORTFOLIO & BANK FEES 81862 84608 CONSULTING FEES 90106 90106 FEDERAL TAX ON NET INVESTMENT 55000 STATE UBIT 25984 STATE FILING FEE 25 25 FOREIGN TAX WITHHOLDING 77969 77969 FOREIGN TAX FROM PSHIPS 15715