2020-05-13T12:12:59-05:00 2019-12-31 411540027 Sherburne & Dahl Ltd 275 Market Street Suite 274A Minneapolis MN 55405 990PF 2019-01-01 411904085 LIVING SPRINGS FOUNDATION LIVI 6123383255 275 MARKET STREET SUITE 274A MINNEAPOLIS MN 55405 Robert Jonas DIRECTOR 6123383255 2020-05-05 1 Kristopher Dahl P00165758 6123383255 2020-05-05 96.82.201.177 2020-05-05 07:56:23 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5259928971779AC8538487E6CC04B7E232F8A458 2019 2021-04-22 16:20:28Z X 2141715 X 533538 10511 10511 40079 40079 235185 443426 235185 819313 285775 0 0 0 0 0 12565 6283 0 6282 7345 7345 0 0 886 886 0 0 265 240 0 25 21061 14754 0 6307 358912 358912 379973 14754 0 365219 439340 271021 0 13143 31513 31513 45464 152494 152494 3804 634 3804 3804 25154 0 0 510277 513950 1195300 813204 762427 758604 1407876 1464188 2141715 27000 270000 27000 270000 X 1508220 1508220 0 0 -127344 -314032 1380876 1194188 1407876 1464188 1380876 439340 81245 1901461 707273 1194188 US Bank LT Covered P 441480 208241 233239 233239 Capital Gains Dividends P 1946 1946 1946 235185 0 0 169207 1808606 0.093557 172643 1849012 0.093370 153480 1810387 0.084777 146245 1919205 0.076201 157950 1971346 0.080123 0.428028 0.085606 1852237 158563 2710 161273 365219 X 2710 0 2710 0 2710 932 0 0 932 0 1778 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 1 0 0 1 N/A KRISTOPHER DAHL 6123383255 275 MARKET STREET SUITE 274A MINNEAPOLIS MN 55405 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET BULLITT-JONAS 275 Market Street Suite 274A Minneapolis MN 55405 DIRECTOR 0.00 0 0 0 ROBERT JONAS 275 Market Street Suite 274A Minneapolis MN 55405 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 1774237 106207 0 1880444 0 0 1880444 28207 1852237 92612 92612 2710 2710 89902 0 89902 0 89902 365219 0 365219 2710 362509 89902 0 0 62359 50793 65101 82814 79553 340620 365219 0 0 0 89902 275317 0 0 615937 0 0 0 0 0 0 62359 553578 50793 65101 82814 79553 275317 Living Springs Foundation 275 Market Street Suite 274A Minneapolis MN 55405 6123383255 TWO SETS OF GRANT PROPOSAL SHOULD BE SUBMITTED. NONE PRIMARY FOCUS IS ON COMMUNITIES IN THE NEW ENGLAND AREA. 350ORG 20 Jay Street Suite 732 Brooklyn NY 11201 PC GENERAL OPERATING 2500 AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 PC GENERAL SUPPORT 1500 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 PC GENERAL OPERATING SUPPORT 1000 AMHERST SURVIVAL CENTER PO BOX 9629 NORTH AMHERST MA 01059 PC GENERAL OPERATING SUPPORT 2000 ARISE FOR SOCIAL JUSTICE 38 SCHOOL STREET SPRINGFIELD MA 01105 PC GENERAL OEPRATING 2500 BETTER FUTURE PROJECT INC 30 BOW ST CAMBRIDGE MA 02138 PC BETTER FUTURE PROJECT 5000 CENTER FOR BIOLOGICAL DIVERSITY PO BOX 710 TUCSON AZ 85702 PC GENERAL OPERATING 5000 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 333 Bridge Street Springfield MA 01103 PC PARSONS BROOK WATERSHED PROJECT - $5,000; MARKHAM-NATHAN FDN FOR SOCIAL JUSTICE - 1,500 11533 CONNECTICUT RIVER CONSERVANCY 15 BANK ROW GREENFIELD MA 01301 pc GENERAL SUPPORT 1000 CONSERVATION INTERNATIONAL 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PC WFCR RADIO 3000 NORTHAMPTON SURVIVAL CENTER 265 PROSPECT STREET NORTHAMPTON MA 01060 PC GENERAL OPERATING 2000 PIONEER VALLEY SHAMBHALA CENTER 191 MAIN STREET NORTHAMPTON MA 01060 PC GENERAL SUPPORT -4500 PLANNED PARENTHOOD FEDERATION OF AMERICA PO BOX 97166 WASHINGTON DC 20090 PC GENERAL OPERATING 1000 PLANNED PARENTHOOD INTERNATIONAL 125 MAIDEN LN 9TH FLOOR NEW YORK NY 100384730 PC INTERNATIONAL PLANNED PARENTHOOD FEDERATIONWESTERN HEMISPHERE REGION 1000 PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC 1055 COMMONWEALTH AVENUE BOSTON MA 02215 PC FOR LOCATIONS IN WESTERN MASSACHUSETTS 1000 POPULATION CONNECTION PO BOX 97129 WASHINGTON DC 20090 PC UNRESTRICTED 1000 PROSPERITY CATALYST INC 9 WATERHOUSE STREET CAMBRIDGE MA 01238 PC GENERAL SUPPORT 1500 RAINFOREST ACTION NETWORK 425 BUSH STREET SUITE 300 SAN FRANCISCO CA 94108 PC GENERAL SUPPORT 2500 SOCIETY OF SAINT JOHN THE EVANGELIST 980 MEMORIAL DRIVE CAMBRIDGE MA 02138 PC GENERAL OPERATING FUND 2500 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVENUE MONTGOMERY AL 36104 PC GENERAL SUPPORT 2000 THE SIERRA CLUB FOUNDATION 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 PC DESIGNATED TO WESTERN MA WORK 2000 THIRD SECTOR NEW ENGLAND INC 89 SOUTH ST STE 700 BOSTON MA 02111 PC GARDENING THE COMMUNITY 5000 TRUSTEES OF THE RESERVATIONS 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 PC WORK IN WESTERN MASSACHUSETTS 2000 UNION OF CONCERNED SCIENTISTS INC TWO BRATTLE SQUARE CAMBRIDGE MA 02138 PC GENERAL SUPPORT 1500 UNITED NATIONAL INDIAN TRIBAL YOUTH INC 935 E JAUNITA AVE SUITE C MESA AZ 85204 PC GENERAL OPERATING SUPPORT 1000 UNITED WAY OF HAMPSHIRE COUNTY PO BOX 123 NORTHAMPTON MA 01061 PC GENERAL OPERATING 2000 UNITED WAY OF PIONEER VALLEY INC 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 PC GENERAL OPERATING SUPPORT 1500 WILD EARTH SOCIETY INC 136 E SOUTH TEMPLE SUITE 1400 SALT LAKE CITY UT 84111 PC WILDLANDS NETWORK DESIGNATED FOR EASTERN USA 1500 WORLD STEWARDSHIP INSTITUTE PO BOX 7348 SANTA ROSA CA 95407 PC THE 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SERVICE PROJECT, 1 OF 3 PLEDGE 5000 KARUNA CENTER FOR PEACEBUILDING 447 WEST STREET AMHERST MA 01002 PC GENREAL OPERATING, 3 OF 3 YEAR PLEDGE 2000 KESTREL LAND TRUST PO BOX 1016 AMHERST MA 01004 PC 30,000 OPERATING EXPENSE, 1 OF 3 YEAR PLEDGE100,000 50 YEAR CAMPAIGN, 1 OF 3 YEAR PLEDGE900 KESTREL FOUNDERS VIDEO 130900 358912 HIGHSTEAD FOUNDATION PO BOX 1097 REDDING CT 06875 PC US FOREST SERVICE PROJECT PLEDGES 10000 KESTREL LAND TRUST PO BOX 1016 AMHERST MA 01004 PC GENERAL OPERATING 60,000 PLEDGED50 YEAR CAMPAIGN 200,000 PLEDGED 260000 270000 01 10511 01 40079 01 235185 0 285775 0 285775 0 0 0 0 0 0 0 0 0 0 X X 1 MARGARET BULLITT JONAS 275 MARKET STREET SUITE 274A MINNEAPOLIS MN 55405 266769 X 2 ROBERT JONAS 275 MARKET STREET SUITE 274A MINNEAPOLIS MN 55405 266769 X 1 903 SHARES OF APPLE, 412 SHARES OF EXXON MOBIL CORP, 287 SHARES OF PIONEER NATURAL RESOURCE 266769 2019-04-08 2 902 SHARES OF APPLE, 412 SHARES OF EXXON MOBIL CORP, 288 SHARES OF PIONEER NATURAL RESOURCE 266769 2019-04-08 SHERBURNE & DAHL, LTD 12565 6283 0 6282 NONE 0 BONDS & FIXED INCOME FUNDS - SCHEDULE AVAIL UPON REQUEST 762427 758604 STOCK & EQUITY FUNDS - SCHED AVAIL UPON REQUEST 513950 1195300 Prior year bond cost basis adjustments 1280 Grant commitments moved out of capital stock (Future grants payable) 260000 Appreciation of securities donated to Living Springs in excess of cost basis 445993 BANK FEES 240 240 0 0 STATE OF MN FILING FEE 25 0 0 25 Grants previously accrued and paid in 2019 17000 Appreciation of securities donated to charities in excess of cost basis 64245 US BANK MANAGEMENT FEES 7345 7345 0 0 ROBERT JONAS 109 OLANDER DRIVE NORTHAMPTON MA 01060 MARGARET BULLITT JONAS 109 OLANDER DRIVE NORTHAMPTON MA 01060 FOREIGN TAX PAID 886 886 0 0 FEDERAL EXCISE TAXES PAID 0 0 0 0