2020-11-16T13:09:09-06:00 2019-12-31 420714325 RSM US LLP 801 NICOLLET MALL WEST TOWER STE 1100 MINNEAPOLIS MN 554022526 990 2019-01-01 416017740 ROCHESTER AREA FOUNDATION ROCH 5072820203 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 JENNIFER WOODFORD PRESIDENT 5072820203 2020-11-14 1 KACIE MCEWEN P01599614 6123324300 2020-11-14 67.4.74.197 2020-11-14 22:13:02 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3D1078B715AF3940C15F6FFD5956D36189C084DE 2019 2021-01-29 14:40:06Z JENNIFER WOODFORD 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 8894168 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 10 39 -16963 -16962 4909971 4457420 26892 45072 545227 4357784 5196 -25206 5487286 8835070 3471812 3050605 0 0 357032 512708 0 0 132930 233755 313612 4062599 3876925 1424687 4958145 33233432 38103860 2423750 2207297 30809682 35896563 X BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. 0 0 3429872 3050605 45072 ROCHESTER AREA FOUNDATION (RAF) CURRENTLY SERVES EMERGING CHARITABLE PROJECTS WITH FISCAL SPONSORSHIP ARRANGEMENTS AS THEY DEVELOP INNOVATIVE RESPONSES TO UNMET COMMUNITY NEEDS. FISCALLY SPONSORED PROJECTS CAN ACCEPT TAX-DEDUCTIBLE DONATIONS FROM INDIVIDUALS AND GRANTMAKERS WHILE FOCUSING ON PROGRAM WORK AND FUNDRAISING.GRANTS WERE PROVIDED TO SUPPORT DENTAL CARE FOR UNDERSERVED CHILDREN AND PREGNANT MOTHERS, PROVIDE TRAINING FOR CHILDREN'S MUSEUM STAFF IN THE NEEDS OF AUTISTIC CHILDREN WHO ARE LEARNING AND PLAYING IN THE MUSEUM, HELP ADD A FULL-TIME SOCIAL WORKER TO THE LOCAL LIBRARY TO CONNECT UNDERSERVED PEOPLE TO SUPPORT SERVICES AND REDUCING BARRIERS AND PROVIDING MENTORING AND SUPPORT, ASSIST WITH PROVIDING SHORT-TERM SOBER HOUSING AND RECOVERY SUPPORT TO INDIVIDUALS AWAITING PLACEMENT IN A RESIDENTIAL TREATMENT PROGRAM FOR ADDICTION, AND HELP RECRUIT VOLUNTEER DRIVERS WHO ARE TRANSPORTING SENIORS IN OUR COMMUNITY TO NON-MEDICAL APPOINTMENTS.. 3429872 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 11 0 1 10 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 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 JENNIFER WOODFORD EXECUTIVE DIRECTOR 30.00 12.00 X 97761 32587 2996 MARK UTZ CHAIR 6.00 1.00 X X 0 0 0 GREG LAYTON VICE-CHAIR 4.00 1.00 X X 0 0 0 DON SUPALLA VICE-CHAIR 4.00 1.00 X X 0 0 0 BRAD SCHMIDT TREASURER 4.00 1.00 X X 0 0 0 DENISE KELLY SECRETARY 4.00 1.00 X X 0 0 0 TONY BENSON TRUSTEE 2.00 1.00 X 0 0 0 LISA CLARKE TRUSTEE 2.00 1.00 X 0 0 0 MARY EHMKE TRUSTEE 2.00 1.00 X 0 0 0 PAUL GORMAN TRUSTEE 2.00 1.00 X 0 0 0 LARRY KOSHIRE TRUSTEE 2.00 1.00 X 0 0 0 WALT LING TRUSTEE 2.00 1.00 X 0 0 0 KATHRYN LOMBARDO TRUSTEE 2.00 1.00 X 0 0 0 DAVE OETH TRUSTEE 2.00 1.00 X 0 0 0 MIKE PARADISE TRUSTEE 2.00 2.50 X 0 0 0 STEVEN SPOHN TRUSTEE 2.00 1.50 X 0 0 0 KAREL WEIGEL TRUSTEE 2.00 1.50 X 0 0 0 97761 32587 2996 1 0 0 0 0 48209 4409211 1080090 4457420 ADMIN FEE INCOME 900099 37607 37607 OTHER INCOME 900099 6145 6145 NONPROFIT ACADEMY 900099 1320 1320 45072 353748 353748 18882 45762 -26880 -26880 -16963 -9917 4004036 0 4004036 4004036 4004036 15010 48209 13336 1674 1674 8835070 45072 -16963 4349541 3050605 3050605 100008 47004 35003 18001 316025 148532 110608 56885 66177 31103 23162 11912 30498 14334 10674 5490 868 408 304 156 22721 10679 7952 4090 5000 2350 1750 900 21278 10001 7447 3830 16239 5916 9357 966 26398 12407 9239 4752 2905 1453 872 580 85945 30192 42397 13356 656 308 230 118 15100 7097 5285 2718 4687 2203 1640 844 REPAIRS AND MAINTENANCE 61212 35085 26127 DUES AND SUBSCRIPTIONS 9700 970 7760 970 40903 19225 14316 7362 3876925 3429872 314123 132930 656419 375457 5221635 3015858 91359 2118695 27950 33853 2634596 406807 2313232 2227789 24375624 29589606 547213 742602 33233432 38103860 81357 180703 90613 95509 668273 632565 1583507 1298520 2423750 2207297 X 27012002 31361823 3797680 4534740 30809682 35896563 33233432 38103860 X 4958145 -46 128783 X X 0 1 X 1 0 X 2688796 3024683 2861506 4949445 4457420 17981850 2688796 3024683 2861506 4949445 4457420 17981850 17981850 203996 218676 264380 517416 372630 1577098 28312 1674 29986 19588934 192031 0.91800 0.89930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15822846 1 1 1 314745 300941 341675 274011 0 16868730 1240322 2439347 262192 856388 6572011 12857808 18773665 1429612 -1161500 1660611 517436 16863730 16349386 850945 2221166 323916 323916 18773665 16050796 1289256 622130 806398 806398 16349386 16918656 838735 -322431 692082 692082 16050796 0.27750 0.64270 0.07980 0 0 239669 239669 2072782 105375 1967407 322145 301432 20713 2227789 INVESTMENTS IN MARKETABLE SECURITIES 29589606 F 29589606 UNITRUST OBLIGATIONS 528000 REFUNDABLE ADVANCES 749915 ANNUITIES PAYABLE 6952 DUE TO AFFILIATES 13653 1298520 X PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF 118 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. THE ADMINISTRATIVE EXPENES FOR 2019 INCLUDES $6,522,287 OF BOARD DESIGNATED FUNDS THAT WERE PREVIOUSLY INCLUDED IN PRIOR YEAR ENDOWMENT BALANCES, HOWEVER, WERE RECLASSIFIED BY THE BOARD TO BE EXCLUDED. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION BELIEVES THAT NO SIGNIFICANT UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN IN ITS TAX RETURNS. AT DECEMBER 31, 2019 GENERALLY, THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2017 TO 2019. AT DECEMBER 31, 2019, THE FOUNDATION DID NOT RECORD ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS. GALA/DINNER 51669 48209 3460 0 0 0 10851 0 2485 51669 48209 3460 10851 2485 13336 -9876 1 ABILITY BUILDING COMMUNITY 1911 14TH ST NW ROCHESTER MN 55901 410829178 501(C)(3) 24275 GENERAL OPERATING EXPENSES ACCESSIBLE SPACE 2550 UNIVERSITY AVE 330N ST PAUL MN 55114 411330242 501(C)(3) 20000 GENERAL OPERATING EXPENSES AMERICAN CANCER SOCIETY HOPE LODGE 411 SECOND STREET NW ROCHESTER MN 55901 131788491 501(C)(3) 5700 GENERAL OPERATING EXPENSES AMERICAN ENDOWMENT FOUNDATION 5700 DARROW ROAD SUITE 118 HUDSON OH 44236 341747398 501(C)(3) 391617 CLOSE OUT FUND AMERICAN RED CROSS OF SE MN SE MINNESOTA CHAPTER 305 ALLIANCE PLACE NE ROCHESTER MN 55906 410693841 501(C)(3) 6700 GENERAL OPERATING EXPENSES ARC SE MINNESOTA 6301 BANDEL ROAD NW SUITE 605 ROCHESTER MN 55901 416042617 501(C)(3) 16600 GENERAL OPERATING EXPENSES AUSTIN RECREATION CENTER 704 1ST DRIVE NW AUSTIN MN 55912 410718359 501(C)(3) 10000 GENERAL OPERATING EXPENSES BALTIMORE SCHOOL FOR THE ARTS FOUNDATION 712 CATHEDRAL ST BALTIMORE MD 21201 521174284 501(C)(3) 10000 GENERAL OPERATING EXPENSES BEAR CREEK CHRISTIAN CHURCH 920 MAYOWOOD ROAD SW ROCHESTER MN 55902 841884979 501(C)(3) 245288 GENERAL OPERATING EXPENSES BIG SKY COMMUNITY ORGANIZATION P O BOX 161404 BIG SKY MT 597161404 810520589 501(C)(3) 33000 GENERAL OPERATING EXPENSES BOYS & GIRLS CLUB OF ROCHESTER 1026 EAST CENTER STREET ROCHESTER MN 55904 411945875 501(C)(3) 34975 GENERAL OPERATING EXPENSES BOYS & GIRLS CLUB OF THE TWIN CITIES 690 JACKSON STREET ST PAUL MN 55130 410842657 501(C)(3) 10000 GENERAL OPERATING EXPENSES CAMP OLSON 4160 LITTLE BOY ROAD NE LONGVILLE MN 56655 410967781 501(C)(3) 6300 GENERAL OPERATING EXPENSES CATHOLIC RELIEF SERVICES P O BOX 17090 228 WEST LEXINGTON STREET BALTIMORE MD 21297 135563422 501(C)(3) 6000 GENERAL OPERATING EXPENSES CHANNEL ONE FOOD BANK 131 35TH STREET SE ROCHESTER MN 55904 411379713 501(C)(3) 42150 GENERAL OPERATING EXPENSES CHATFIELD PUBLIC SCHOOL C/O ED HARRIS 205 UNION STREET NE CHATFIELD MN 55923 416001078 GOVERNMENTAL 9700 GENERAL OPERATING EXPENSES CHOSEN VALLEY COMMUNITY FOUNDATION ATTN CHUCK JOHNSON ROOT RIVER STATE BANK CHATFIELD MN 55923 411986997 501(C)(3) 8772 GENERAL OPERATING EXPENSES CHRIST UNITED METHODIST CHURCH 400 5TH AVENUE SW ROCHESTER MN 55902 410693980 501(C)(3) 174200 GENERAL OPERATING EXPENSES COLDWATER FOUNDATION FOR LEADERSHIP AND COMMUNITY DEVELOPMENT PO BOX 501 GRAND MARAIS MN 55604 271609731 501(C)(3) 12000 GENERAL OPERATING EXPENSES COMMONWEAL THEATRE COMPANY 208 PARKWAY AVENUE NORTH PO BOX 15 LANESBORO MN 55949 131837418 501(C)(3) 10000 GENERAL OPERATING EXPENSES CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIST 974 SKYLINE DRIVE SW ROCHESTER MN 55902 410760826 501(C)(3) 14600 GENERAL OPERATING EXPENSES DIVERSITY COUNCIL 1130 - 1/2 SEVENTH ST NW SUITE 204 ROCHESTER MN 55901 411709139 501(C)(3) 13300 GENERAL OPERATING EXPENSES DODGE CENTER FOUNDATION C/O MCNEILUS STEEL INC 702 2ND AVENUE SE DODGE CENTER MN 55927 453201034 501(C)(3) 19000 GENERAL OPERATING EXPENSES DOROTHY DAY HOSPITALITY HOUSE 703 FIRST STREET SW ROCHESTER MN 55902 363348305 501(C)(3) 16900 GENERAL OPERATING EXPENSES EAGLE BLUFF ENVIRONMENTAL LEARNING 28097 GOODVIEW DRIVE LANESBORO MN 55949 411431959 501(C)(3) 7550 GENERAL OPERATING EXPENSES EXERCISABILITIES 2530 BROADWAY AVENUE NORTH ROCHESTER MN 55906 455214117 501(C)(3) 5150 GENERAL OPERATING EXPENSES FAMILY MEANS 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 416045574 501(C)(3) 9000 GENERAL OPERATING EXPENSES FAMILY PROMISE ROCHESTER 811 7TH STREET NW ROCHESTER MN 55901 411953191 501(C)(3) 5000 GENERAL OPERATING EXPENSES FIRST HOMES 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 412004557 501(C)(3) 340000 PROJECTS FIRST PRESBYTERIAN CHURCH 512 3RD STREET SW ROCHESTER MN 55902 410694750 501(C)(3) 6550 GENERAL OPERATING EXPENSES FOOD FOR THE POOR 6401 LYONS ROAD COCONUT CREEK FL 33073 592174510 501(C)(3) 5400 GENERAL OPERATING EXPENSES GAMEHAVEN COUNCIL BSA 1124 11 1/2 STREET SE ROCHESTER MN 55904 410698309 501(C)(3) 6000 GENERAL OPERATING EXPENSES GIFT OF LIFE TRANSPLANT HOUSE 705 2ND STREET SW ROCHESTER MN 55902 411495845 501(C)(3) 17950 GENERAL OPERATING EXPENSES GIVE KIDS THE WORLD 210 SOUTH BASS ROAD KISSIMMEE FL 34746 592654440 501(C)(3) 10000 GENERAL OPERATING EXPENSES GLORIA DEI LUTHERAN CHURCH 1212 12TH AVENUE NW ROCHESTER MN 55901 416008833 501(C)(3) 20000 GENERAL OPERATING EXPENSES GOOD EARTH VILLAGE 25303 OLD TOWN DRIVE SPRING VALLEY MN 55975 410997269 501(C)(3) 8450 GENERAL OPERATING EXPENSES GRACE FOUNDATION PO BOX 6431 ROCHESTER MN 55903 300837869 501(C)(3) 7000 GENERAL OPERATING EXPENSES GREATER ROCHESTER ARTS & CULTURAL TRUST 30 CIVIC CENTER DRIVE SE SUITE 200 ROCHESTER MN 55904 204748879 501(C)(3) 6500 GENERAL OPERATING EXPENSES HEART OF DANCE ATTN EMBER REICHGOTT JUNGE 500 EAST GRANT ST 1308 MINNEAPOLIS MN 55404 473089587 501(C)(3) 7200 GENERAL OPERATING EXPENSES HIAWATHA HOMES FOUNDATION 1820 VALKYRIE DRIVE NW ROCHESTER MN 55901 411453827 501(C)(3) 6344 GENERAL OPERATING EXPENSES HIGHLANDS CHURCH OF SCOTTSDALE 9050 EAST PINNACLE PEAK ROAD SCOTTSDALE AZ 85255 860897323 501(C)(3) 12000 GENERAL OPERATING EXPENSES HISTORY CENTER OF OLMSTED COUNTY 1195 WEST CIRCLE DRIVE SW ROCHESTER MN 55902 410718368 501(C)(3) 16800 GENERAL OPERATING EXPENSES HOLY FAMILY ACADEMY 3906 E BROADWAY RD SUITE 104 PHOENIX AZ 85040 824435629 501(C)(3) 32000 GENERAL OPERATING EXPENSES HOLY SPIRIT CATHOLIC CHURCH 5455 50TH AVE NW ROCHESTER MN 55901 411685876 501(C)(3) 12000 GENERAL OPERATING EXPENSES HOSANNA LUTHERN CHURCH 2815 57TH STREET NW ROCHESTER MN 55901 411620929 501(C)(3) 10000 GENERAL OPERATING EXPENSES IMMIGRANT JUSTICE CORPS 17 BATTERY PLACE STE 236 NEW YORK NY 10004 464879076 501(C)(3) 20000 GENERAL OPERATING EXPENSES IRONWOOD SPRINGS CHRISTIAN RANCH 7291 COUNTY ROAD 6 SW STEWARTVILLE MN 55976 411281157 501(C)(3) 13160 GENERAL OPERATING EXPENSES JEREMIAH PROGRAM 2915 JEREMIAH LANE NW ROCHESTER MN 55901 411801834 501(C)(3) 160400 GENERAL OPERATING EXPENSES KINGSLAND HIGH SCHOOL 705 N SECTION AVENUE SPRING VALLEY MN 55975 411740007 GOVERNMENTAL 10500 GENERAL OPERATING EXPENSES LEGAL ASSISTANCE OF OLMSTED COUNTY 1700 NORTH BROADWAY SUITE 124 ROCHESTER MN 55906 410992471 501(C)(3) 18450 GENERAL OPERATING EXPENSES LISTOS PRESCHOOL AND CHILDCARE 1503 2ND AVENUE NE ROCHESTER MN 55906 410846795 501(C)(3) 5000 GENERAL OPERATING EXPENSES LOURDES FOUNDATION 2800 19TH ST NW ROCHESTER MN 55901 410740119 501(C)(3) 16850 GENERAL OPERATING EXPENSES MAKE A WISH FOUNDATION 1919 UNIVERSITY AVENUE E SUITE 415 ST PAUL MN 55104 411422893 501(C)(3) 7000 GENERAL OPERATING EXPENSES MAYO CLINIC 200 1ST STREET SW ROCHESTER MN 55905 411937751 501(C)(3) 12000 PROJECTS MINNESOTA ADULT AND TEEN CHALLENGE 1530 ASSISI DRIVE NW ROCHESTER MN 55901 411517351 501(C)(3) 5650 GENERAL OPERATING EXPENSES MTA FOUNDATION 1000 WESTGATE DR SUITE 252 ST PAUL MN 55114 411211484 501(C)(3) 20000 GENERAL OPERATING EXPENSES NAMI SOUTHEAST MINNESOTA 1700 BROADWAY AVE N SUITE 104 ROCHESTER MN 55906 363504277 501(C)(3) 14950 GENERAL OPERATING EXPENSES NEXT CHAPTER MINISTRIES 720 3RD AVENUE SE ROCHESTER MN 55904 300050922 501(C)(3) 15500 GENERAL OPERATING EXPENSES OLMSTED COUNTY HISTORICAL SOCIETY 1195 WEST CIRCLE DRIVE SW ROCHESTER MN 55902 410718368 501(C)(3) 7000 GENERAL OPERATING EXPENSES OLMSTED MEDICAL CENTER FOUNDATION 210 NINTH STREET SE ROCHESTER MN 55904 260022777 501(C)(3) 5000 GENERAL OPERATING EXPENSES ORTHOPAEDIC FOOT AND ANKLE FOUNDATION 9400 WEST HIGGINS ROAD SUITE 220 ROSEMONT IL 60018 300234329 501(C)(3) 5000 GENERAL OPERATING EXPENSES OUR LADY OF SORROWS CATHOLIC CHURCH 750 EAST BASELINE ROAD PHOENIX AZ 85042 861006147 501(C)(3) 16500 GENERAL OPERATING EXPENSES PACELLI CATHOLIC SCHOOL 511 4TH AVENUE NW AUSTIN MN 55912 204023381 501(C)(3) 75000 GENERAL OPERATING EXPENSES PARALYZED VETERANS OF AMERICA 801 18TH ST NW WASHINGTON DC 20006 131946868 501(C)(3) 9468 GENERAL OPERATING EXPENSES PLANNED PARENTHOOD MN SD ND 671 VANDALIA STREET 323 ST PAUL MN 55114 410948382 501(C)(3) 22500 GENERAL OPERATING EXPENSES RAICES 1305 N FLORES STREET SAN ANTONIO TX 78212 742436920 501(C)(3) 5000 GENERAL OPERATING EXPENSES ROCHESTER AREA CHAMBER OF COMMERCE FOUNDATION 220 S BROADWAY STE 100 ROCHESTER MN 55904 411675433 501(C)(3) 6000 GENERAL OPERATING EXPENSES ROCHESTER AREA FAMILY Y 709 FIRST AVENUE SW ROCHESTER MN 55902 410807581 501(C)(3) 13300 GENERAL OPERATING EXPENSES ROCHESTER CATHOLIC SCHOOLS 2800 19TH STREET NW ROCHESTER MN 55901 410740119 501(C)(3) 5500 GENERAL OPERATING EXPENSES ROCHESTER COMMUNITY & TECHNICAL COLLEGE BUSINESS OFFICE 851 30TH AVENUE SE ROCHESTER MN 55904 411535213 GOVERNMENTAL 16000 SCHOLARSHIPS ROCHESTER PARK & RECREATION 201 4TH STREET SE ROOM 150 ROCHESTER MN 55904 416005494 501(C)(3) 14946 GENERAL OPERATING EXPENSES ROCHESTER PUBLIC SCHOOL FOUNDATION ATTN RICHARD KISCADEN TREASURER 201 8TH ST NW ROCHESTER MN 55901 411628288 501(C)(3) 5700 GENERAL OPERATING EXPENSES ROCHESTER SYMPHONY ORCHESTRA & CHORALE 1530 GREENVIEW DRIVE SW SUITE 120 ROCHESTER MN 55902 411764434 501(C)(3) 9070 GENERAL OPERATING EXPENSES RONALD MCDONALD HOUSE 850 2ND STREET SW ROCHESTER MN 55902 411344744 501(C)(3) 61000 GENERAL OPERATING EXPENSES ROTARY CLUB OF ROCHESTER FOUNDATION PO BOX 7566 ROCHESTER MN 559037566 411628263 501(C)(3) 6350 GENERAL OPERATING EXPENSES SALEM ROAD COVENANT CHURCH 3401 SALEM RD SW ROCHESTER MN 55902 411305380 501(C)(3) 16000 GENERAL OPERATING EXPENSES SALVATION ARMY - ROCHESTER 20 1ST AVENUE NE PO BOX 7422 ROCHESTER MN 55906 410698597 501(C)(3) 33915 GENERAL OPERATING EXPENSES SEASONS HOSPICE 1696 GREENVIEW DRIVE SW ROCHESTER MN 55902 411812914 501(C)(3) 13600 GENERAL OPERATING EXPENSES SECOND HARVEST FOOD BANK OF SANTA CLARA 4001 N 1ST STREET SAN JOSE CA 95134 942614101 501(C)(3) 5000 GENERAL OPERATING EXPENSES SEMCAC PO BOX 549 RUSHFORD MN 55971 410907135 501(C)(3) 8500 GENERAL OPERATING EXPENSES SOMALIA REBUILD 1700 NORTH BROADWAY SUITE 152A ROCHESTER MN 55906 461751962 501(C)(3) 5350 GENERAL OPERATING EXPENSES SOUTH DAKOTA STATE UNIVERSITY FOUNDATION 815 MEDARY AVENUE PO BOX 525 BROOKINGS SD 57006 460273801 501(C)(3) 6007 SCHOLARSHIPS SOUTHERN MINNESOTA INITIATIVE FOUNDATION 525 FLORENCE AVENUE PO BOX 695 OWATONNA MN 55060 363454285 501(C)(3) 6000 GENERAL OPERATING EXPENSES SPARK A PLACE OF PLAY 1811 GREENVIEW PLACE SW SUITE 100 ROCHESTER MN 55902 842749957 501(C)(3) 23200 GENERAL OPERATING EXPENSES ST AMBROSE UNIVERSITY 518 W LOCUST STREET DAVENPORT IA 52803 420703280 501(C)(3) 10000 SCHOLARSHIPS ST JOAN OF ARC CATHOLIC CHURCH 5800 OLEATHA AVENUE ST LOUIS MO 63139 430653481 501(C)(3) 15000 GENERAL OPERATING EXPENSES ST JOHN THE EVANGELIST CATHOLIC CHURCH 11 4TH AVENUE SW ROCHESTER MN 55902 410733599 501(C)(3) 10300 GENERAL OPERATING EXPENSES ST JOHN'S LUTHERAN CHURCH 301 8TH AVENUE NW KASSON MN 55944 411751594 501(C)(3) 9360 GENERAL OPERATING EXPENSES ST LUKE'S EPISCOPAL CHURCH 1884 22ND STREET NW ROCHESTER MN 55901 410876187 501(C)(3) 12400 GENERAL OPERATING EXPENSES ST MARY'S ON THE LAKE CATHOLIC CHURCH 419 W LYON AVENUE LAKE CITY MN 55041 410695529 501(C)(3) 7350 GENERAL OPERATING EXPENSES STEWARTVILLE AREA FOUNDATION P O BOX 55976 STEWARTVILLE MN 55976 411974673 501(C)(3) 45000 GENERAL OPERATING EXPENSES STEWARTVILLE AREA HISTORY CENTER 305 MAIN STREET NORTH STEWARTVILLE MN 55976 411763176 501(C)(3) 7100 GENERAL OPERATING EXPENSES SYNERGY AND LEADERSHIP EXCHANGE 2075 LOOKOUT DRIVE NORTH MANKATO MN 56003 411700710 501(C)(3) 8300 GENERAL OPERATING EXPENSES THE NATURE CONSERVANCY 1101 WEST RIVER PARKWAY STE 200 MINNEAPOLIS MN 55415 530242652 501(C)(3) 10000 GENERAL OPERATING EXPENSES THE READING CENTER 2010 SCOTT ROAD NW ROCHESTER MN 55901 411633734 501(C)(3) 75272 GENERAL OPERATING EXPENSES UNITED WAY OF DODGE COUNTY PO BOX 718 DODGE CENTER MN 55927 411657224 501(C)(3) 5000 GENERAL OPERATING EXPENSES UNITED WAY OF OLMSTED COUNTY 903 WEST CENTER ST STE 100 ROCHESTER MN 55902 410695594 501(C)(3) 94903 GENERAL OPERATING EXPENSES UNIVERSITY OF MINNESOTA OFFICE OF STUDENT FINANCE 200 FRASER HALL MINNEAPOLIS MN 55455 416042488 GOVERNMENTAL 10000 SCHOLARSHIPS UNIVERSITY OF WISCONSIN-RIVER FALLS STUDENT BILLING OFFICE 215 NORTH HALL RIVER FALLS WI 54022 396064630 GOVERNMENTAL 8500 SCHOLARSHIPS VETERANS & EMERGENCY SERVICES MUSEUM C/O TREASURER RICHARD KROM 1090 BUCK RIDGE DRIVE NE ROCHESTER MN 55906 453326516 501(C)(3) 50000 GENERAL OPERATING EXPENSES WARREN MILLER PERFORMING ARTS CENTER ATTN JOHN ZIRKLE 45465 GALLATIN RD GALLATIN GATEWAY MT 59730 331106018 501(C)(3) 5000 GENERAL OPERATING EXPENSES WINONA STATE UNIVERSITY CASHIERS OFFICE PO BOX 5838 WIIONA MN 55987 237079002 GOVERNMENTAL 7000 SCHOLARSHIPS WINONA STATE UNIVERSITY FOUNDATION ATTN FOOTBALL PLAYERS ASSOCIATION PO BOX 5838 WINONA MN 55987 237079002 501(C)(3) 6000 SCHOLARSHIPS WOMEN'S SHELTER & SUPPORT CENTER PO BOX 457 ROCHESTER MN 55903 411316614 501(C)(3) 9600 GENERAL OPERATING EXPENSES YOUTH OUTREACH UNITED 1370 LAWRENCE PLACE DRIVE LAWRENCEVILLE GA 30043 010676752 501(C)(3) 6000 GENERAL OPERATING EXPENSES ZUMBRO LUTHERAN CHURCH 624 3RD AVE SW ROCHESTER MN 55902 410718374 501(C)(3) 16000 GENERAL OPERATING EXPENSES ZUMBRO VALLEY HEALTH CENTER 343 WOODLAKE DRIVE SE ROCHESTER MN 55904 416052022 501(C)(3) 7750 GENERAL OPERATING EXPENSES 107 0 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 0 X 0 X 0 X 0 X 0 X 0 X 52 1080090 FAIR MARKET VALUE X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 X 0 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED IN COLUMN B. FORM 990, PART VI, SECTION A, LINE 1 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 A, LINE 4 BELOW INCLUDES A LIST OF CHANGES TO THE ROCHESTER AREA FOUNDATION'S BYLAWS DURING 2019: - ADDED SENTENCE PER NATIONAL STANDARDS "THE BOARD OF TRUSTEES IS INDEPENDENT OF FOUNDATION EMPLOYEES AND IS THE ULTIMATE GOVERNING BODY OF THE FOUNDATION." - UPDATED TERMS TO INCLUDE ONE ADDITIONAL YEAR FOR TRUSTEE SERVING AS PAST CHAIR (NOT TO EXCEED 12 CONSECUTIVE YEARS) - ADDED PAST CHAIR TO LIST OF OFFICERS OF ROCHESTER AREA FOUNDATION - ADDED SECTION WITH DUTIES FOR PAST CHAIR "THE PAST CHAIR SHALL PERFORM SUCH DUTIES AS SHALL FROM TIME TO TIME BE ASSIGNED BY THE BOARD OF TRUSTEES." - ADDED IMPACT FINANCE AND RAF PROPERTIES AS SUPPORTING ORGANIZATIONS TO MATCH 990S AND OTHER GOVERNANCE DOCUMENTS 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. 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 XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST 128,783. 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 IMPACT FINANCE 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 274641831 PROVIDE INCREASED ACCESS TO CAPITAL FOR LOW INCOME FAMILIES/COMMUNITIES MN 501(C)(4) ROCHESTER AREA FOUNDATION 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0