2019-08-12T14:04:49-05:00 2018-12-31 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 160 OAKDALE MN 55128 990 2018-01-01 473487091 GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION GREA 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55110 BILL FOUSSARD CHAIR 6514085412 2019-07-10 1 GEORGIA AKINS P00950359 6516363806 50.244.196.169 2019-07-10 10:05:03 CD P 7F01F171401DE3E53274E3F0579634183BA085B6 79AF3C7C33658DD9674DA075AC49983E8403CA2F 2018 2019-02-21 02:37:17Z X BILL FOUSSARD PO BOX 10626 WHITE BEAR LAKE MN 55110 897401 0 X WWW.GREATERWBLFOUNDATION.ORG X 2015 MN TO INSPIRE PHILANTHROPY AND TO ENRICH THE LIVES OF PEOPLE IN THE COUMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE - BIRCHWOOD VILLAGE, DELLWOOD, MAHTOMEDI, WHITE BEAR LAKE AND WHITE BEAR TOWNSHIP, NOW AND IN THE FUTURE. WE ARE HERE TO HELP YOU IMAGINE AND CREATE THE LEGACY YOU DESIRE. 18 18 0 36 0 0 977468 150156 0 8320 5503 -71816 151 276 983122 86936 103950 147050 0 0 0 0 0 0 2037 38831 61595 142781 208645 840341 -121709 1027424 888840 44187 45922 983237 842918 X THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 1 0 169629 147050 DURING 2018, THE ORGANIZATION DISTRUBUTED $147,050 IN GRANTS TO ENRICH THE LIVES OF PEOPLE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 42 GRANTS WERE GIVEN IN 2018. 16101 8320 THE FIRST COHORT OF LEADERSHIP TOMORROW, A PROGRAM TO CREATE A NEW GENERATION OF COMMUNITY LEADERS, BEGAN. SELECTED PARTICIPANTS ATTEND MONTHLY PROGRAMS FOR 10 MONTHS OF THE YEAR TO LEARN LEADERSHIP CONCEPTS AND SKILLS AND TO BECOME AWARE OF COMMUNITY ISSUES AND RESOURCES. THERE WERE 19 PARTICIPANTS IN THE PROGRAM IN 2018. 185730 1 1 0 0 0 1 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 MN X JACKIE REIS 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55115 BILL FOUSSARD CHAIR 5.00 X X 0 0 0 CAROL MCFARLANE VICE CHAIR 5.00 X X 0 0 0 EUNICE COTE SECRETARY 5.00 X X 0 0 0 BRADY RAMSAY TREASURER 5.00 X X 0 0 0 KAREN ALNES BOARD MEMBER 5.00 X 0 0 0 JESSE BENGTSON BOARD MEMBER 1.00 X 0 0 0 NANCY CALDERON BOARD MEMBER 5.00 X 0 0 0 STEVEN CARLSON BOARD MEMBER 1.00 X 0 0 0 CRAIG DRAKE BOARD MEMBER 5.00 X 0 0 0 KATE HUEBSCH BOARD MEMBER 5.00 X 0 0 0 CARTER JOHNSON BOARD MEMBER 1.00 X 0 0 0 LISA HINIKER POCRNICH BOARD MEMBER 1.00 X 0 0 0 JOHN REDPATH BOARD MEMBER 5.00 X 0 0 0 MIKE RUETHER BOARD MEMBER 2.00 X 0 0 0 MARK SATHER BOARD MEMBER 5.00 X 0 0 0 ROBERT SCHNEEWEIS BOARD MEMBER 5.00 X 0 0 0 RYAN STEEN BOARD MEMBER 1.00 X 0 0 0 DOUG WOLGAMOT BOARD MEMBER 1.00 X 0 0 0 JACKIE REIS- JM REIS CONSULTING EXECUTIVE DIRECTOR 20.00 X 14000 0 0 14000 0 0 0 0 0 0 0 150156 1510 150156 PROGRAM REVENUE 611430 8320 8320 8320 13991 13991 724658 810465 -85807 -85807 -85807 OTHER REVENUE 900099 276 276 276 86936 8320 0 -71540 147050 147050 14000 9450 3850 700 1056 1056 7060 7060 14377 14015 212 150 962 962 6657 5516 1028 113 4193 1782 2359 52 4687 3045 1642 4240 1696 2544 710 710 PRINTING 2409 2409 POSTAGE 887 767 60 60 DUES AND SUBSCRIPTIONS 335 335 MISCELLANEOUS 22 22 208645 185730 20878 2037 79579 106540 1000 2768 237 12720 6360 10600 6360 933477 775703 1027424 888840 2950 220 3500 4100 37737 41602 44187 45922 X 959783 811662 23454 31256 983237 842918 1027424 888840 -121709 -18610 0 X 1 X 0 0 0 X 17721 185150 977468 150156 1330495 8320 8320 17721 185150 977468 158476 1338815 9500 72301 142178 13770 237749 0 9500 72301 142178 13770 237749 1101066 2226 13991 16217 2226 13991 16217 151 276 427 17721 185150 979845 172743 1355459 X 10 1 40000 0 115750 5000 717725 9438 1 1 0 1 X 12720 6360 6360 6360 X PART IV, LINE 2B: THE FOUNDATION HOLDS FUNDS AS NONPROFIT ENDOWMENTS AND AS A FISCAL SPONSOR. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS FOR THESE FUNDS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BOULEVARD AMES IA 50010 421143702 501(C)(3) 50000 PROGRAM SUPPORT LAKESHORE PLAYERS INC 4941 LONG AVENUE WHITE BEAR LAKE MN 55110 416038716 501(C)(3) 17500 PROGRAM SUPPORT LUTHERAN BRAILLE EVANGELISM ASSOCIATION 8331 CLOMAN AVENUE E INVER GROVE HEIGHTS MN 55076 410797729 501(C)(3) 5000 PROGRAM SUPPORT WHITE BEAR LAKE AREA HISTORICAL SOCIETY PO BOX 10543 WHITE BEAR LAKE MN 55110 237303749 501(C)(3) 12000 PROGRAM SUPPORT CITY OF DELOIT IOWA PO BOX 473 DELOIT IA 51441 426023461 501(C)(3) 10000 PROGRAM SUPPORT EAGLE BROOK CHURCH 7015 20TH AVENUE CENTERVILLE MN 55038 410872884 501(C)(3) 5000 PROGRAM SUPPORT WHITE BEAR LAKE AREA EDUCATIONAL FOUNDATION 4855 BLOOM AVENUE WHITE BEAR LAKE MN 55110 411778186 501(C)(3) 5000 PROGRAM SUPPORT SOLID GROUND 3521 CENTURY AVENUE N WHITE BEAR LAKE MN 55110 363578158 501(C)(3) 5000 PROGRAM SUPPORT 8 PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT OF THEIR GRANT ACTIVITIES AND EXPENDITURES. REPORTS ARE REVIEWED BY GRANTS COMMITTEE. FORM 990, PART III, LINE 2 SEE PART III LINE 4B. FORM 990, PART VI, SECTION A, LINE 2 CAROL MCFARLANE AND JOHN REDPATH, FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION CONTRACTS WITH J.M. REIS CONSULTING FOR MANAGEMENT DUTIES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS AFTER REVIEW BY THE EXECUTIVE COMMITTEE. THE BOARD THEN APPROVES THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND COMMITTEE MEMBERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM WHICH IS PROVIDED TO THE GOVERNANCE COMMITTEE FOR ANY NECESSARY MONITORING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS SETS THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR (J.M. REIS CONSULTING). THE COMPENSATION LEVEL IS DETERMINED BASED ON REASONABLE FUNDS AVAILABLE FOR A NEW FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST OF THE PUBLIC THE EXECUTIVE DIRECTOR WILL MAKE AVAILABLE A PHYSICAL OR ELECTRONIC COPY OF THE FORM 1023 AND FORM 990 AND SUPPORTING SCHEDULES.