2021-09-11T14:53:21-05:00 2020-12-31 411834878 BURR OAK GROUP INC 3001 BROADWAY STREET NE STE 640 MINNEAPOLIS MN 55413 990PF 2020-01-01 411856926 THE EAGLE AND THE HAWK FOUNDATION EAGL 9525121165 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 CHARLES HARTWELL DIRECTOR 9525121165 2021-09-11 CHARLES HARTWELL 999009999 P01084498 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 5094721 X 190106 2812 2812 70190 70190 21102 2443132 21102 18151 5453 302361 99557 0 0 0 19713 19713 0 1608 1583 25 6567 6567 0 1766 1766 0 29654 29629 25 193455 193455 223109 29629 193480 79252 69928 1490 2391 2391 348479 393608 393608 4481381 4514603 4698722 4831350 4910602 5094721 0 0 X 1472688 1472688 0 0 3358662 3437914 4831350 4910602 4831350 4910602 4831350 79252 0 4910602 0 4910602 ISHARES CORE US AGGREGATE P 2020-05-13 2020-10-20 224771 223048 1723 1723 ISHARES MSCI EAFE ETF P 2019-04-29 2020-04-16 81409 100164 -18755 -18755 VANGUARD FTSE DEVELOPED MARKET P 2020-04-20 2020-05-08 296615 288939 7676 7676 VANGUARD GLBL EX-US REAL ESTATE P 2019-08-16 2020-05-08 23883 29969 -6086 -6086 VANGUARD FTSE EMERGING MARKETS ETF P 2020-04-17 2020-05-08 174431 169736 4695 4695 VANGUARD REAL ESTATE ETF P 2019-08-06 2020-05-08 25286 29733 -4447 -4447 EATON VANCE PARA P 2020-04-15 397456 516000 -118544 -118544 FMI INTERNATIONAL P 2020-05-08 74000 100950 -26950 -26950 ISHARES MSCI EAFE ETF P 2020-04-16 500091 514842 -14751 -14751 ISHARES RUSSELL 1000 ETF P 2015-06-05 2020-05-08 458876 335211 123665 123665 ISHARES RUSSELL 2000 ETF P 2020-05-08 186314 138499 47815 47815 POCKET P 2061 2061 POCKET P 12538 12538 POCKET P 5219 5219 POCKET P 5243 5243 21102 972 0 972 0 972 3747 0 0 0 3747 0 2775 2775 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A CHARLES BELL HARTWELL 9525121165 BROADWAY PLACE RIDGE 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES BELL HARTWELL BROADWAY PLACE RIDGE 3001 BROADWAY ST NE STE 640 MINNEAPOLIS MN 55413 CHIEF EXECUTIVE OFFICER 0.00 0 0 0 MAUREEN PELTON BROADWAY PLACE RIDGE 3001 BROADWAY ST NE STE 640 MINNEAPOLIS MN 55413 CHIEF FINANCIAL OFFICER 0.00 0 0 0 NONE 0 NONE 0 0 4285859 363905 0 4649764 0 0 4649764 69746 4580018 229001 229001 972 972 228029 0 228029 0 228029 193480 0 193480 0 193480 228029 187921 0 0 193480 187921 0 0 5559 0 0 0 0 0 0 0 0 222470 0 0 0 X CHARLES BELL HARTWELL BROADWAY PLACE RIDGE 3001 BROADWAY STREET NE STE 640 MINNEAPOLIS MN 55413 9525121165 PAST AND PRESENT INFORMATION ABOUT THE APPLICANT, BUDGET, PROJECTIONS, USE OF FUNDS, OTHER FUND RAISING EFFORTS, TAX EXEMPTION LETTER, ETC. NONE NONE 1440 MULTIVERSITY 800 BETHANY DRIVE SCOTTS VALLEY CA 95066 PUBLIC CHARITY EDUCATION 5000 BLACK GIRLS SMILE 1660 KENMORE STREET SW ATLANTA GA 30311 PUBLIC CHARITY EDUCATION 200 BROWN UNIVERSITY 110 ELM STREET PROVIDENCE RI 02912 PUBLIC CHARITY EDUCATION 20000 CALLISTO 1616 CASTRO ST SAN FRANCISCO CA 94114 PUBLIC CHARITY TO ASSIST IN THE DEVELOPMENT OF TECHNOLOGY TO COMBAT SEXUAL HARASSMENT. 25880 CEL EDUCATION FUND 1330 BROADWAY 3RD FLOOR OAKLAND CA 946122503 PUBLIC CHARITY POWERFUL COMMUNITIES PROGRAM AND FISCAL SPONSORSHIP, INNOVATION, COLLABORATION 50000 CHRISTIAN CENTER OF PARK CITY 1283 DEER VALLEY DRIVE PARK CITY UT 84060 PUBLIC CHARITY HUMANITARIAN COMMUNITY RESOURCE CENTER 10000 COMMUNITY JUSTIE EXCHANGE - TIDES CENTER PO BOX 399385 SAN FRANCISCO CA 94139 PUBLIC CHARITY ORGANIZING TO END ALL FORMS OF INCARCERATION, CRIMINALIZATION AND SURVEILLANCE. 10100 FEEDING AMERICA PO BOX 96749 WASHINGTON DC 20090 PUBLIC CHARITY ADDRESSING HUNGER IN AMERICA 200 GIRLS WHO CODE 28 W 23RD ST FL4 NEW YORK NY 10010 PUBLIC CHARITY CLOSE THE GENDER GAP IN TECHNOLOGY 500 HOW I DECIDE 401 CITY AVENUE - SUITE 915 BALA CYNWYD PA 19004 PUBLIC CHARITY EQUIP YOUTH WITH SKILLS TO MAKE BETTER DECISIONS 4000 IGNITE 510 16TH STREET OAKLAND CA 94612 PUBLIC CHARITY TO BUILD A MOVEMENT OF YOUNG WOMEN WHO ARE READY AND EAGER TO BECOME THE NEXT GENERATION OF POLITICAL LEADERS. 15000 INTERNATIONAL RESCUE COMMITTEE 263 WEST 38TH ST 6TH FLOOR NEW YORK NY 10018 PUBLIC CHARITY RESPONDS TO THE WORLD'S MOST HUMANITARIAN CRISES AND HELPS PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER TO SURVIV, RECOVER AND GAIN CONTROL OF THEIR FUTURE. 550 LIVE LIKE SAM 1034 STATION LOOP ROAD PARK CITY UT 84098 PUBLIC CHARITY LIVE LIKE SAM SUPPORTS YOUTH FROM DIVERSE BACKGROUNDS TO DEVELOP A HEALTHY SENSE OF SELF-IDENTITY, CHARACTER, PURPOSE AND CONNECTION TO COMMUNITY BY FOSTERING POSITIVE WELL-BEING THROUGH EDUCATIONAL PROGRAMMING AND MENTAL FITNESS INITIATIVES. 265 MAYS CANCER CENTER 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 THE MISSION OF THE MAYS CANCER CENTER IS TO REDUCE THE BURDEN OF CANCER IN SAN ANTONIO, SOUTH TEXAS, AND BEYOND, THROUGH THE HIGHEST-QUALITY CANCER RESEARCH, PREVENTION, AND TREATMENT, AS WELL AS THROUGH THE EDUCATION OF THE NEXT GENERATION OF SCIENTISTS AND CLINICIANS FOCUSED ON THE PREVENTION AND TREATMENT OF CANCER IN SOUTH TEXAS. 1000 MOVEMENT FOR BLACK LIVES 225 E 26TH STREET STE 1 TUCSON AZ 85713 COALITION OF BLACK MOVEMENT ORGANIZATIONS. 10100 NORTHSIDE FUNDERS 800 IDS CENTER 80 S 8TH ST MINNEAPOLIS MN 55402 PUBLIC CHARITY OUR WORK IS ABOUT BROADENING THE DEFINITION AND CONTEXT OF MEANINGFUL, PLACE-BASED PHILANTHROPY. WE STRETCH BEYOND OUR TRADITIONAL WAYS OF WORKING THROUGH A FOUR-PRONGED APPROACH: LEARNING, LEVERAGING, INFLUENCING AND INVESTING. WE EMBRACE INDIVIDUAL FUNDER'S APPROACHES AND CONSIDER COLLABORATIVE STRATEGIES WHEREVER POSSIBLE FOR GREATER IMPACT, ALIGNING OUR GOALS WITH THOSE OF THE COMMUNITY PARTNERS WHO WORK FOR COMPREHENSIVE CHANGE IN NORTH MINNEAPOLIS. 5000 PETA 501 FRONT ST NORFOLK VA 23510 PUBLIC CHARITY ANIMALS ARE NOT OURS TO EXPERIMENT ON, EAT, WEAR, USE FOR ENTERTAINMENT, OR ABUSE IN ANY WAY. 100 PLANNED PARENTHOOD 671 VANDALIA STREET ST PAUL MN 55114 PUBLIC CHARITY AFFIRM HUMAN RIGHT TO REPRODUCTIVE HEALTH AND FREEDOM 250 SEARCH INSTITUTE 3001 BROADWAY ST NE SUITE 310 MINNEAPOLIS MN 55413 PUBLIC CHARITY SEARCH INSTITUTE CREATES TOOLS AND RESOURCES THAT HELP SCHOOLS, YOUTH PROGRAMS, AND FAMILIES FORM ANDSTRENGTHEN DEVELOPMENTAL RELATIONSHIPS WITH AND AMONG YOUNG PEOPLE. 10000 SUNDANCE INSTITUTE 5900 WILSHIRE BLVD SUITE 800 LOS ANGELES CA 90036 PUBLIC CHARITY SUNDANCE INSTITUTE IS A NONPROFIT ORGANIZATION DEDICATED TO THE DISCOVERY AND DEVELOPMENT OF INDEPENDENT ARTISTS AND AUDIENCES. THROUGH ITS PROGRAMS, THE INSTITUTE SEEKS TO DISCOVER, SUPPORT, AND INSPIRE INDEPENDENT FILM, MEDIA, AND THEATRE ARTISTS FROM THE UNITED STATES AND AROUND THE WORLD, AND TO INTRODUCE AUDIENCES TO THEIR NEW WORK. 15110 WILDCAT SANCTUARY PO BOX 314 SANDSTONE MN 55072 PUBLIC CHARITY NATURAL SANCTUARY TO WILD CATS 10000 WORLD WILDLIFE FUND 1250 24TH ST NW WASHINGTON DC 20037 AS THE WORLD'S LEADING CONSERVATION ORGANIZATION, WWF WORKS IN NEARLY 100 COUNTRIES. AT EVERY LEVEL, WE COLLABORATE WITH PEOPLE AROUND THE WORLD TO DEVELOP AND DELIVER INNOVATIVE SOLUTIONS THAT PROTECT COMMUNITIES, WILDLIFE, AND THE PLACES IN WHICH THEY LIVE. 200 193455 0 14 2812 14 70190 14 18151 18 21102 0 112255 0 112255 0 0 0 0 0 0 0 0 0 0 X X 1 CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 173876 X 2 CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST 2 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 16230 X ACCOUNTING FEES 19713 19713 0 0 0 0 FMI INTERNATIONAL FUND AT COST 98953 100282 ISHARES RUSSELL 1000 ETF AT COST 481064 763048 ISHARES RUSSELL 2000 INDEX FUND AT COST 115572 278405 VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 420270 539091 VANUARD FTSE EMERGING MARKETS ETF AT COST 301138 385596 VANGUARD GLOBAL EX-US REAL ESTATE ETF AT COST 30025 28839 VANGUARD REAL ESTATE ETF AT COST 29825 28791 PIMCO LOW DURATION AT COST 747063 748509 ISHARES CORE US AGGREGATE BOND ETF AT COST 757271 812438 BLACKROCK APPRECIATION STRATEGY FUND AT COST 115000 127739 ENDOVO AT COST 50000 50000 EUROPEAN SECONDARY OPPORTUNITES AT COST 54992 26580 FEG ABSOLUTE ACCESS FUND AT COST 318000 279309 FUNDAMENTAL PARTNERS MUNICIPAL TRUST AT COST 51500 7036 HARRISON STREET REAL ESTATE PARTNERS AT COST 77873 408 INTERNATIONAL FARMLAND TRUST AT COST 50000 37122 IRON POINT AT COST 13894 12042 J.P. MORGAN REIT AT COST 8 8 J P MORGAN REAL ESTATE AT COST 109503 153995 MAP AT COST 34765 42764 PINEBRIDGE STRUCTURED CAPITAL AT COST 124292 23268 PRIVATE OPP FD V SERIES B AT COST 8370 8370 PRIVATE OPP FD V SERIES C AT COST 3720 3720 PRIVATE OPP FD V SERIES D AT COST 6510 6510 PRIVATE OPP FD IV AT COST 72000 84836 RIDGEWOOD AT COST 12181 9747 SIGHTLINE HEALTHCARE OPPORTUNITY AT COST 65000 25479 SPECIAL CREDIT OPPORTUNITY AT COST 122520 41805 WAYZATA OPPORTUNITY FUND II, LLC AT COST 97125 1434 WESTLY CAPITAL II AT COST 76169 65498 WESTLY CAPITAL AT COST 70000 6053 BANK FEES 99 99 0 POCKET 1667 1667 0 POCKET LLC 12698 0 12698 PARTNERSHIP INCOME 5453 5453 5453 STATE TAXES - FILING FEE 25 0 25 BURR OAK GROUP INC. 1361 1361 0 POCKET LLC 222 222 0