2014-08-12T15:09:37-05:00 2013-12-31 450334950 WIDMER ROEL PC 4334 18TH AVE S SUITE 101 FARGO ND 581037414 990 2013-01-01 456010377 FARGO-MOORHEAD AREA FOUNDATION CORPORATION FARG 7012340756 502 1ST AVENUE NORTH SUITE 202 FARGO ND 58102 TIMOTHY BEATON EXECUTIVE DIRECTOR 7012340756 2014-08-08 1 TRACEE S BUETHNER CPA P01292877 7012376022 2013 2015-11-30 17:44:51Z TIMOTHY BEATON 502 1ST AVENUE NORTH SUITE 202 FARGO ND 58102 41842000 0 X WWW.AREAFOUNDATION.ORG X 1960 ND TO ENRICH THE QUALITY OF LIFE OF THE PEOPLE OF THIS AREA BY: ENCOURAGING PHILANTHROPY, ASSESSING AND RESPONDING TO COMMUNITY NEEDS, PROVIDING FLEXIBILITY FOR DONORS WITH VARIED INTEREST AND GIVING CAPACITIES AND SERVING AS A RESOURCE AND A CATALYST FOR OTHER ORGANIZATIONS. 18 17 5 35 0 0 2477584 5346108 0 0 2396511 5471556 20302 347896 4894397 11165560 2024220 1359699 0 0 366833 381796 0 0 42006 639610 897668 3030663 2639163 1863734 8526397 55419113 65713197 1424525 1515415 53994588 64197782 X TO ENRICH THE QUALITY OF LIFE OF THE PEOPLE OF THIS AREA BY: ENCOURAGING PHILANTHROPY, ASSESSING AND RESPONDING TO COMMUNITY NEEDS, PROVIDING FLEXIBILITY FOR DONORS WITH VARIED INTEREST AND GIVING CAPACITIES AND SERVING AS A RESOURCE AND A CATALYST FOR OTHER ORGANIZATIONS. 0 0 2082049 1359699 THE FOUNDATION IS A COMMUNITY TRUST THAT ADMINISTERS OVER 200 CHARITABLE FUNDS. THESE FUNDS ARE CREATED BY CONTRIBUTIONS FROM THE GENERAL PUBLIC. GRANTS WERE AWARDED IN PROGRAMS IN THE AREAS OF ART - 12%, CIVIC - 22%, EDUCATION - 29%, HUMAN SERVICE - 29%, HEALTH - 5%, AND YOUTH - 3%. THESE GRANTS AND SCHOLARSHIPS WERE MADE POSSIBLE FROM THE FOLLOWING TYPES OF FUNDS: DONOR ADVISED - 37%, DESIGNATED - 27%, FIELD OF INTEREST - 1%, AGENCY 5%, SCHOLARSHIP - 15%, AND DISCRETIONARY - 15%. 2082049 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 5 1 0 0 0 0 1 1 1 1 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 7012340756 502 1ST AVENUE NORTH SUITE 202 FARGO ND 58102 JOAN JUSTESEN CHAIR 3.00 X X 0 0 0 CAROL SCHLOSSMAN VICE CHAIR 2.00 X X 0 0 0 COREY ELMER IMMEDIATE PAST CHAIR 2.00 X 0 0 0 DORWIN MARQUARDT TREASURER 2.00 X X 0 0 0 LAINE BRANTNER SECRETARY 2.00 X X 0 0 0 TOM DAWSON DIRECTOR 1.00 X 0 0 0 BRUCE FURNESS DIRECTOR 1.00 X 0 0 0 THOMAS JEFFERSON DIRECTOR 1.00 X 0 0 0 JOEL JORGENSON DIRECTOR 1.00 X 0 0 0 MORRIE LANNING DIRECTOR 1.00 X 0 0 0 MATTHEW MOHR DIRECTOR 1.00 X 0 0 0 TOM SCHAFFER DIRECTOR 1.00 X 0 0 0 ALERUS FINANCIAL INSTITUTIONAL TRUSTEE 1.00 X 0 12417 0 BANK OF THE WEST INSTITUTIONAL TRUSTEE 1.00 X 0 63397 0 HEARTLAND TRUST COMPANY INSTITUTIONAL TRUSTEE 1.00 X 0 37999 0 BREMER BANK INSTITUTIONAL TRUSTEE 1.00 X 0 13312 0 TIAACREF INSTITUTIONAL TRUSTEE 1.00 X 0 787 0 WELLS FARGO INSTITUTIONAL TRUSTEE 1.00 X 0 47128 0 WELLS FARGO BROKERAGE INSTITUTIONAL TRUSTEE 1.00 X 0 16048 0 US BANK INSTITUTIONAL TRUSTEE 1.00 X 0 100087 0 BELL STATE BANK INSTITUTIONAL TRUSTEE 1.00 X 0 11894 0 TIMOTHY BEATON EXECUTIVE DIRECTOR 40.00 X 101690 0 10321 101690 303069 10321 1 0 0 0 0 5346108 122880 5346108 1218527 1218527 302246 302246 34926436 30673407 4253029 4253029 4253029 18185 3033 15152 15152 MISCELLANEOUS 900099 30498 30498 30498 11165560 0 0 5819452 1121429 1121429 238270 238270 112011 112011 198596 167714 30882 12036 11230 806 38565 35711 2854 20588 18225 2363 1747 -1419 3166 20373 20373 288600 288600 750 750 29544 29544 39172 39172 10213 10213 28068 28068 1954 1954 32189 1000 31189 4028 4028 4154 4154 MISC INVESTMENT EXPENSE 427008 427008 DEVEOPMENT 5101 5101 WF BREMER 3133 3133 MISCELLANEOUS 1634 1634 2639163 2082049 515108 42006 0 0 3742279 3858567 62251 305642 365 153 127061 112221 13241 14840 44183847 53666989 6639706 7039580 777424 827426 55419113 65713197 19072 2796 80232 56991 1325221 1455628 1424525 1515415 X 52389868 62223812 1604720 1973970 53994588 64197782 55419113 65713197 8526397 1676797 0 X X 0 1 X 1 0 X 1649689 3468994 3329804 2471298 5361259 16281044 1649689 3468994 3329804 2471298 5361259 16281044 3381586 12899458 1158109 1399835 1238568 2396511 5773802 11966825 20302 30495 50797 28298666 0.45580 0.39830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2012 AMOUNT: $ 20,302. 2013 AMOUNT: $ 30,495. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68 859059 1364204 25200350 1 1 52790342 4918961 6915396 1377557 50752 515097 62681293 48329689 2315460 4797681 2133282 46178 473028 52790342 46680633 3345687 660948 1843262 25432 488885 48329689 41403411 3473494 4875434 2337728 18349 715629 46680633 34561608 1664433 6929598 1225617 13323 513288 41403411 1.00000 0 0 127061 112221 14840 14840 DONATED LIFE INSURANCE POLICIES 741971 C US TREASURY OF AGENCY SECURITIES 565806 F PROMISSORY NOTES 5731803 F 7039580 FUNDS HELD AS AGENCY ENDOWMENTS 1455628 1455628 X PART V, LINE 4: AS A COMMUNITY FOUNDATION THE ENDOWMENT FUNDS ARE DISTRIBUTED PER THE INTENT OF THE FUND AGREEMENT. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM PAYMENT OF FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS REQUIRED TO RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS PROBABLE THAT A LOSS HAS BEEN INCURRED AND THE AMOUNT CAN BE REASONABLE ESTIMATED. AS OF DECEMBER 31, 2013 AND 2012, NO SUCH LIABILITY EXISTED. MANAGEMENT WILL CONTINUALLY EVALUATE EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. WOMEN'S FUND BREAKFAST 18185 18185 2067 966 18185 18185 2067 966 3033 15152 1 AFRICAN SOUL AMERICAN HEART 300 NP AVENUE SUITE 308 FARGO ND 58102 262221116 501(C)3 11719 GENERAL OP. ANNE CARLSEN CENTER 301 7TH AVE NW JAMESTOWN ND 58401 260667506 501(C)3 8570 OP SUPPORT CASS COUNTY HIST SOCIETY PO BOX 719 WEST FARGO ND 58078 450306858 501(C)3 12455 COSTS DIRECTLY ASSOCIATED WITH THE RAER PRESSED G1 AMERICAN THEATRE ORGAN SOCIETY RED RIVER CHAP 1921 18TH AVE S MOORHEAD MN 56562 450345023 9000 FARGO THEATRE ORGAN UPGRADE CONCORDIA LANG VILLAGES 901 S 8TH ST MOORHEAD MN 56562 410693977 6750 BENEFIT STUDENTS ATTENDING CONCORDIA BACK TO FUND 502 1ST AVENUE NORTH SUITE 202 FARGO ND 58102 456010377 5905 GENERAL DAKOTA BOYS AND GIRLS RANCH BOX 5007 MINOT ND 58702 450333670 501(C)3 11690 GENERAL SUPPORT CASA ESPERANZA PARA NINOS 1900 W CHANDLER BLVD 15-359 CHANDLER AZ 85244 460483244 6000 GENERAL OP. FARGO-MOORHEAD SYMPHONY ORCHESTRA 808 3RD AVE S STE 300 FARGO ND 58102 450275135 501(C)3 33571 GENERAL SUP. FARM RESCUE PO BOX 1100 JAMESTOWN ND 58402 753174053 501(C)3 13950 ANNUAL SUP. FIRST PRESBYTERIAN CHURCH OF FARGO 650 2ND AVE N FARGO ND 58102 450226475 23410 GENERAL OP. FM COMMUNITY THEATRE 333 4TH ST S FARGO ND 58103 450233312 33333 GENERAL OP. FOOD BANK OF NORTHERN NEVADA 550 ITALY DR MCCARRAN NV 89434 942924979 501(C)3 23740 ANNUAL SUPPORT GUEST HOUSE 1601 JOSLYN RD BOX 420 LAKE ORION MI 58361 381557146 501(C)3 6120 GENERAL SUP. HOME ON THE RANGE FOR BOYS 16351 I-94 SENTINEL BUTTE ND 58654 450230083 501(C)3 11690 GENERAL SUP. HUMANE SOCIETY OF POLK CO 720 E ROBERT CROOKSTON MN 56716 411433622 501(C)3 6090 GENERAL SUP. HUMANE SOCIETY OF THE LAKES 19662 US HWY 59 DETROIT LAKES MN 56501 411651603 501(C)3 6090 CARE OF ANIMALS LUTHERAN SOCIAL SERVICES OF NORTH DAKOTA 4720 7TH AVE S SUITE B FARGO ND 58103 450226421 501(C)3 6440 FOOD BANK PROJECTS MICROSOFT ALUMNI FOUND 12708 NORTHRUP WAY BELLEVUE WA 98005 753159070 501(C)3 10000 GENERAL SUP. MORAVIAN CHURCH PO BOX 336 LEONARD ND 58052 237334419 501(C)3 15540 ANNUAL DESIGNATED DISTRIBUTION NEVADA HUMANE SOCIETY 2825 LONGLEY LAND SUITE B RENO NV 89502 880072720 501(C)3 23740 ANNUAL SUP. PEACE LUTHERAN CHURCH 1011 12TH AVE N FARGO ND 58102 450261730 501(C)3 5935 GENERAL SUP. PLAINS ART MUSEUM PO BOX 2338 FARGO ND 58108 411260780 501(C)3 34021 GENERAL OP. SANFORD CHILDREN'S HOSP 720 4TH ST N FARGO ND 58122 450226909 501(C)3 8180 ANNUAL SUP. STANFORD GRADUATE SCHOOL 518 MEMORIAL WAY RM S235 STANFORD CA 94305 946104126 501(C)3 25000 GENERAL OP. TEMPLE BETH EL 809 11TH AVE S FARGO ND 58103 456011866 501(C)3 12985 ANNUAL DISTRIBUTION - RABBINIC PRESENCE TROON CC FOUNDATION 25000 N WINDY WALK DR SCOTTSDALE AZ 85255 208691465 501(C)3 10000 SCHOLARSHIPS UNITED WAY OF CASS CLAY 219 7TH ST S FARGO ND 58103 410810008 501(C)3 10000 GENERAL SUP VILLAGE FAMILY SERVICE PO BOX 9859 FARGO ND 58106 450226423 501(C)3 75340 GENERAL SUP. NDSU DEVELOPMENT FDN PO BOX 5144 UNIVERSITY STATION FARGO ND 58105 237120898 501(C)3 95000 SCHOLARSHIP FAITH LUTHERAN HIGH SCHOOL 2015 SOUTH HUALAPAI LAS VEGAS NV 89117 942581397 55000 GENERAL OP. FMAF 502 1ST AVENUE NORTH SUITE 202 FARGO ND 58102 456010377 501(C)3 33490 GENERAL OP. CITY OF DETROIT LAKESSUCKER CREEK PRESERVE R 1025 ROOSEVELT AVENUE DETROIT LAKES MN 56501 416005098 12000 UPSTREAM DAKOTA MARKSMANSHIP FOUNDATION PO BOX 1453 FARGO ND 58107 203294424 5000 GENERAL OP. FRIENDS OF CHIMBOTE PO BOX 717 WEST FARGO ND 58078 450453441 501(C)3 10000 GENERAL OP. LAKES CRISIS AND RESOURCE CENTER PO BOX 394 DETROIT LAKES MN 56502 411456433 10000 SHED FOR PLAYGROUND EQUIPMENTSHED FOR PLAYGROUND EQUIPMENT LEGAL SERVICES OF NW MN 1015 7TTH AVE N PO BOX 838 MOORHEAD MN 56560 411291705 5000 EMPOWERFUL PROGRAM NATIONAL AUTOMOBILE DEALERS CHARITABLE FOUNDATION 8400 WESTPARK DRIVE MCLEAN VA 22102 541008060 30000 PERPETUAL SCHOLARSHIP FUND ST CATHERINE'S CHURCH 524 3RD AVENUE NORTH VALLEY CITY ND 58072 450229074 9345 ORGAN PROJECTORGAN PROJECT TEAM MAKERS PO BOX 6050 FARGO ND 58108 456014085 12510 GENERAL UC DAVIS FOUNDATION - SCHOOL OF VET ONE SHIELDS AVENUE DAVIS CA 95616 966081352 7090 ANNUAL SUPPORT UNIVERSITY OF MARY - BISMARCK 7500 UNIVERSITY DR BISMARCK ND 58504 450273403 50000 GENERAL OP UNIVERSITY OF NEVADA RENO FOUNDATION MORRILL HALL ALUMNI CENTER UNR MAIL STOP 0007 RENO NV 89557 942781749 7090 ANNUAL SUPPORT VAIL MOUNTAIN SCHOOL 3000 BOOTH FALLS RD VAIL CO 81657 840533775 501(C)3 10000 ANNUAL GIVING CAMPAIGN 27 44 SCHOLARSHIPS FOR HIGHER EDUCATION 153 238270 PART I, LINE 2: EACH YEAR A COMPETITIVE GRANT ROUND IS HELD THAT AWARDS GRANTS ACCORDING TO: 1) CURRENT AND EMERGING COMMUNITY NEEDS, 2) PRIORITIES ESTABLISHED BY THE BOARD AND 3) GRANTS THAT EFFECT A BROAD SEGMENT OF OUR COMMUNITY, LEVERAGE SUPPORT FROM OTHER SOURCES, PROMOTE COLLABORATION, WITHOUT DUPLICATING SERVICES, STRENGTHENS ORGANIZATION SELF-SUFFICIENCY AND LONG TERM STABILITY, SHOW REALISTIC PLANNING AND MANAGEMENT, FOCUS ON PROBLEM SOLVING. THE FOUNDATION HAS A COMPLETE GRANT APPLICATION FORM TO FOLLOW FOR APPLICATIONS. THERE IS ONE GRANT ROUND EACH YEAR. THE GRANTS COMMITTEE REVIEWS ALL COMPLETED GRANT APPLICATIONS AND AWARDS GRANTS IN ACCORDANCE WITH THE FOUNDATIONS POLICIES AND GUIDELINES. GRANTS ARE SUBJECT TO FUND AGREEMENT THAT REQUIRES A FINAL GRANT REPORT AFTER ONE YEAR. ANY FUNDS NOT UTILIZED FOR THE PURPOSE AWARDED ARE TO BE RETURNED TO FMAF. X 6 968184 FMV X MINERAL INTER 1 1875018 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS REVIEWED BY THE SIGNER OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COMPLETED EACH YEAR BY ALL STAFF, BOARD AND COMMITTEE MEMBERS. THE RESULTS ARE COMPILED IN A LIST THAT IS REFERRED TO ON A REGULAR BASIS. THOSE WITH CONFLICTS ARE ASKED TO ABSTAIN FROM VOTING ON MATTERS REGARDING SAID ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 15 DATA IS GATHERED PER THE COF SALARY SURVEY FOR LIKE SIZED COMMUNITY FOUNDATIONS. THE BOARD REVIEWS, COMPARES AND APPROVES EXECUTIVE AND EMPLOYEE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE FARGO-MOORHEAD AREA FOUNDATION OFFICE. FORM 990. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ELM FAMILY FOUNDATION 502 1ST AVE NORTH FARGO ND 581024804 451968320 TO SUPPORT AND BENEFIT THE MISSION OF THE FARGO-MOORHEAD AREA FOUNDATION ND 501(C)3 501(C)3I 0 WILLIAM C AND JANE B MARCIL FAMILY FOUNDATION 502 1ST AVE NORTH FARGO ND 581024804 911751020 TO SUPPORT AND BENEFIT THE MISSION OF THE FARGO-MOORHEAD AREA FOUNDATION ND 501(C)3 501(C)3I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0