2026-01-21T12:53:54-06:00 2025-06-30 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 140 OAKDALE MN 55128 990 2024-07-01 411817315 ST CROIX VALLEY FOUNDATION STCR 7153869490 1830 HANLEY RD STE 200 HUDSON WI 54016 HEATHER LOGELIN PRESIDENT 7153869490 2026-01-14 1 1 GEORGIA M AKINS P00950359 6516363806 2026-01-14 2024 2025-03-06 01:10:19Z HEATHER LOGELIN 1830 HANLEY RD STE 200 HUDSON WI 54016 68401247 0 X WWW.SCVFOUNDATION.ORG X 1995 MN THE MISSION OF THE ST. CROIX VALLEY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY. 18 18 10 180 17191 2543 5962588 53594710 311714 426437 1057952 3735205 8048 -1212 7340302 57755140 4232786 38457132 0 0 796163 910657 0 0 81529 451417 483184 5480366 39850973 1859936 17904167 99265159 124997804 33830855 36630574 65434304 88367230 X THE MISSION OF THE ST. CROIX VALLEY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY. 0 0 39056129 38457132 409246 THE ST. CROIX VALLEY FOUNDATION (SCVF) SERVES A SIX-COUNTY REGION ACROSS MINNESOTA AND WISCONSIN, STEWARDING NEARLY $125 MILLION IN PHILANTHROPIC ASSETS TO ADDRESS CURRENT NEEDS AND EMERGING CHALLENGES. THE SCVF MANAGES OVER 500 FUNDS AND FACILITATES MILLIONS IN ANNUAL GRANTS, RESULTING IN NEARLY $111 MILLION IN CUMULATIVE GRANTS AND SCHOLARSHIPS. THE SCVF SUPPORTS DONORS IN MAKING TAX-SMART, IMPACTFUL GIFTS THAT BENEFIT THE REGION FOR GENERATIONS, WHILE ALSO PROVIDING PROFESSIONAL ADVISORS WITH RESOURCES TO ENHANCE THEIR CLIENTS' PHILANTHROPIC PLANS. SCVF PARTNERS WITH NONPROFITS TO ESTABLISH AND GROW ENDOWED FUNDS, CREATING SUSTAINABLE FUNDING SOURCES FOR VITAL COMMUNITY WORK. GUIDED BY A FIVE-YEAR STRATEGIC PLAN, SCVF IS COMMITTED TO GROWING LONG-TERM ASSETS, EXPANDING GRANTMAKING, AND FOSTERING COLLABORATIONS TO MAXIMIZE REGIONAL IMPACT. WITH A FOCUS ON FLEXIBLE LEGACY GIVING, SCVF ENSURES ENDURING SUPPORT FOR THE REGION'S CHANGING NEEDS AND OPPORTUNITIES. LEARN MORE AT WWW.SCVFOUNDATION.ORG. 39056129 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 8 0 1 10 1 1 1 0 0 0 0 1 1 1 3 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI MN X X EMILY LOWNSBURY 7153869490 1830 HANLEY RD STE 200 HUDSON WI 54016 HEATHER LOGELIN EXECUTIVE DIRECTOR 40.00 X 152741 0 24676 EMILY LOWNSBURY VP OF FINANCE & OPERATIONS 40.00 X 97551 0 5299 ANN HERZOG DREWISKE CHAIR 10.00 X X 0 0 0 LINDA MADSEN VICE CHAIR/SECRETARY 10.00 X X 0 0 0 DENNIS DUERST TREASURER 2.00 X X 0 0 0 GREG BERNARD BOARD MEMBER 2.00 X 0 0 0 RICK BONLENDER BOARD MEMBER 2.00 X 0 0 0 MICHELLE BREDAHL BOARD MEMBER 2.00 X 0 0 0 DAVE DZIUK BOARD MEMBER 2.00 X 0 0 0 JESSICA EHRLICHMANN BOARD MEMBER 2.00 X 0 0 0 JIM ELLIS BOARD MEMBER 2.00 X 0 0 0 JUDY FREUND BOARD MEMBER 2.00 X 0 0 0 MELANIE KLEISS-BOARD MEMBER THRU 9/2024 2.00 X 0 0 0 DAN HOOLIHAN BOARD MEMBER 2.00 X 0 0 0 CAMERON KELLY BOARD MEMBER 2.00 X 0 0 0 GARY KELSEY BOARD MEMBER 2.00 X 0 0 0 KATRINA LARSEN BOARD MEMBER 2.00 X 0 0 0 TRACY MAKI BOARD MEMBER 2.00 X 0 0 0 CLARENCE MALICK BOARD MEMBER 2.00 X 0 0 0 MARSHA SHOTLEY BOARD MEMBER 2.00 X 0 0 0 MICHEL TIGAN BOARD MEMBER 2.00 X 0 0 0 250292 0 29975 1 0 1 0 FEG INVESTMENT ADVISORS 201 EAST FIFTH ST SUITE 1600 CINCINNATI OH 45202 INVESTMENT SERVICES 100481 1 10219 53584491 42370428 53594710 ADMINISTRATIVE CHARGES 525990 426437 409246 17191 426437 2307848 2307848 12067227 10639870 1427357 1427357 1427357 5025 10219 6237 -1212 -1212 57755140 409246 17191 3733993 38047515 38047515 409617 409617 319314 106255 183742 29317 459264 257235 184144 17885 21187 12193 8116 878 49514 18804 26608 4102 61378 28845 28964 3569 4203 4203 14370 14370 196310 196310 22324 22124 200 36638 25783 2188 8667 23256 18077 4727 452 71645 36602 31990 3053 29153 13852 13968 1333 4761 4157 434 170 33963 27439 1222 5302 2125 1010 1018 97 9569 4912 4251 406 MISCELLANEOUS 14152 10346 3800 6 DUES AND SUBSCRIPTIONS 8022 4670 3060 292 FUND PROJECT EXPENSES 6693 6693 UNCOLLECTIBLE PROMISES 6000 6000 39850973 39056129 713315 81529 19865 22660 216600 105900 12231 6061 23214 29154 27251 27251 316 0 98372598 123814229 247629 620335 772171 99265159 124997804 139971 152371 33683288 36372793 7596 105410 33830855 36630574 X 1067893 1521152 64366411 86846078 65434304 88367230 99265159 124997804 X 17904167 4973111 55648 X 0 1 X 1 0 X 5995330 7163246 6428159 5962588 11893210 37442533 5995330 7163246 6428159 5962588 11893210 37442533 7452250 29990283 923613 2018403 1371607 1570819 2307848 8192290 753 1118 2543 4414 45639237 1476114 0.65710 0.73770 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: SHARES OF ANDERSEN CORP DATE: 12/27/24 AMOUNT: 41701500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 171 101 48259337 496442 36553696 923971 32164774 26592152 1 1 0 1 X 55727887 5620251 7272159 4174576 756285 63689436 47933375 3350146 6598790 1466696 687728 55727887 41064410 4224507 4853657 1710289 498910 47933375 49522613 2059274 -8480455 1493448 543574 41064410 36674453 2781941 11934428 1396551 471658 49522613 0.00670 0.76790 0.22540 1 0 27251 27251 0 0 FINANCE LEASE LIABILITY 5791 OPERATING LEASE LIABILITY 99619 105410 X 62587589 4973111 55648 5028759 57558830 196310 196310 57755140 39654663 0 39654663 196310 196310 39850973 PART IV, LINE 2B: THE FOUNDATION HAS ESTABLISHED A LIABILITY FOR FUNDS FROM DONORS WHICH THE FOUNDATION IS AN AGENT. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS IN WHICH IT IS ACTING AS AN AGENT. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO PROVIDE PROGRAM SUPPORT SUCH AS ARTS, MUSIC, AND SCIENCE AS WELL AS GENERAL OPERATIONS. 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 JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFITICAL INTEREST IN TRUST AND GIFT ANNUITIES 55,648. GOLF TOURNAMENT 15244 10219 5025 5124 1113 15244 10219 5025 5124 1113 6237 -1212 1 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD JENKINTOWN PA 19046 237825575 501(C)(3) 35000000 0 DONOR ADVISED FUND ALLINA HEALTH FOUNDATION 2925 CHICAGO AVENUE MINNEAPOLIS MN 55407 274116873 501(C)(3) 160257 0 GENERAL OPERATING AT COURAGE KENNY REHABILITATION INSTITUTE ST. CROIX STILLWATER, MN LAKEVIEW MEMORIAL HOSPICE PROGRAM C/O LAKEVIEW HEALTH FOUNDATION STILLWATER MN 55082 411386635 501(C)(3) 160257 0 GENERAL OPERATING WILD RIVERS CONSERVANCY OF THE ST CROIX AND NAMEKAGON 1015 N CASCADE ST OSCEOLA WI 54020 263025933 501(C)(3) 103468 0 GENERAL OPERATING, ANNUAL CONTRIBUTION, PROGRAMS YMCA HUDSON 2211 VINE ST HUDSON WI 54016 452563299 501(C)(3) 63274 0 GENERAL OPERATING PLANNED PARENTHOOD OF NORTH CENTRAL STATES 671 VANDALIA ST SAINT PAUL MN 551141312 131644147 501(C)(3) 50500 0 GIVE TO THE MAX , SUPPORT MISSION FIVE LOAVES FOOD AND CLOTHING PO BOX 222 NEW RICHMOND WI 54017 391565734 501(C)(3) 45813 0 GENERAL OPERATING, CAPITAL CAMPAIGN FAMILY RESOURCE CENTER ST CROIX VALLEY 857 MAIN ST BALDWIN WI 54002 391943404 501(C)(3) 42236 0 GENERAL OPERATING, MENTAL HEALTH SUPPORT UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE MINNEAPOLIS MN 554552010 416042488 501(C)(3) 42170 0 PROGRAMS, SCHOLARSHIPS, THE RAPTOR CENTER FAMILYMEANS 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 416045574 501(C)(3) 33197 0 GENERAL OPERATING, COUNSELING & THERAPY PROGRAM CARPENTER ST CROIX VALLEY NATURE CENTER 12805 ST CROIX TRL S HASTINGS MN 55033 237275337 501(C)(3) 31300 0 GENERAL OPERATING, PROGRAMMING IMMACULATE CONCEPTION OF THE BLESSED VIRGIN 151 S WASHINGTON AVE NEW RICHMOND WI 54017 390847308 501(C)(3) 30000 0 BUILDING PROEJCT, RECTORY RENOVATION LAKEVIEW HOSPITAL 927 WEST CHURCHILL ST STILLWATER MN 55082 410811697 501(C)(3) 30000 0 LITTLE MOMENTS COUNT IN THE ST. CROIX VALLEY PEACE LUTHERAN CHURCH P O BOX 655 2355 CLARK ROAD DRESSER WI 54009 391301731 501(C)(3) 30000 0 MORTGAGE CAPITAL CAMPAIGN REACH OUT AND READ MINNESOTA 3800 AMERICAN BLVD WEST BLOOMINGTON MN 55431 811641189 501(C)(3) 30000 0 PROGRAMMING REACH OUT AND READ WISCONSIN 89 SOUTH STREET BOSTON MA 02111 043481253 501(C)(3) 30000 0 PROGRAMMING YMCA OF THE NORTH NW 5901 MINNEAPOLIS MN 554855901 452563299 501(C)(3) 27466 0 GENERAL OPERATING, PROGRAMMING VALLEY OUTREACH 1911 CURVE CREST BLVD W STILLWATER MN 55082 411452973 501(C)(3) 26749 0 GENERAL OPERATING UNITED WAY ST CROIX AND RED CEDAR VALLEYS 201 2ND ST S STE 300 HUDSON WI 54016 391372545 501(C)(3) 25785 0 GENERAL OPERATING, GIVEBIG, PROGRAMS COR RETREAT INC PO BOX 1000 HUDSON WI 54016 453977601 501(C)(3) 25500 0 OPERATING CANVAS HEALTH 7066 STILLWATER BLVD N OAKDALE MN 55128 410955577 501(C)(3) 25046 0 GENERAL OPERATING, MENTAL HEALTH SERVICES LUTHER MEMORIAL CHURCH 420 S 4TH ST RIVER FALLS WI 54022 391091785 501(C)(3) 24000 0 MINISTRY OF BIBLICA UNCION Y GUEGO SIQUIRRES, COSTA RICA ST JOHN'S UNITED CHURCH OF CHRIST PO BOX 14 LA POINTE WI 54850 237165228 501(C)(3) 24000 0 GENERAL OPERATING, SPECIAL REQUEST 2024 LANDMARK CONSERVANCY 500 E MAIN ST STE 307 MENOMONIE WI 54751 391872550 501(C)(3) 22000 0 BELISLE CONSERVATION EASEMENT, SUPPORT STEWARDSHIP OPERATION HELP 1830 HANLEY RD STE 100 HUDSON WI 54016 391711703 501(C)(3) 21800 0 GENERAL OPERATING, ASSITANCE RESOURCE CENTER AMERICAN PARKINSON DISEASE ASSOCIATION - MINNESOTA CHAPTER PO BOX 4425 ST PAUL MN 55014 131962771 501(C)(3) 20000 0 APDA FINANCIAL HARDSHIP PROGRAM. AMHERST H WILDER FOUNDATION 451 LEXINGTON PARKWAY NORTH ST PAUL MN 55104 410693889 501(C)(3) 20000 0 GRANTS FOR OBJECTIONS OF AMHERST WILDER FOUNDATION OPEN DOOR FOUNDATION INC 560 WHITE PLAINS RD TARRYTOWN NY 10591 133598184 501(C)(3) 20000 0 FSW FUND UNITED WAY OF WASHINGTON COUNTY EAST P O BOX 305 STILLWATER MN 55082 410855267 501(C)(3) 20000 0 YOUTH UNITED CAMPAIGN, GENERAL OPERATING STILLWATER AREA PUBLIC SCHOOLS - ISD #834 1875 S GREELEY ST STILLWATER MN 55082 416008519 501(C)(3) 19598 0 PROGRAMMING FAMILY OF CHRIST LUTHERAN CHURCH 285 COUNTY ROAD E HOULTON WI 54082 391754416 501(C)(3) 18000 0 MONTHLY GIVING CROSIERS FATHERS OF ONAMIA PO BOX 500 ONAMIA MN 56359 410705826 501(C)(3) 16000 0 SCHOLARSHIPS NEW RICHMOND SCHOOL DISTRICT 701 EAST 11TH ST NEW RICHMOND WI 54017 396003673 501(C)(3) 15877 0 PROGRAMMING SALVATION ARMY ST CROIX COUNTYGRACE PLACE 505 W 8TH ST NEW RICHMOND WI 54017 362167910 501(C)(3) 15100 0 HOUSING, RED KETTLE CAMPAIGN, GENERAL OPERATING BIRCH GROVE COMMUNITY SCHOOL PO BOX 2383 TOFTE MN 55615 201816956 501(C)(3) 15000 0 GENERAL OPERATING BLUES ON THE CHIPPEWA INC PO BOX 125 DURAND WI 54736 262517984 501(C)(3) 15000 0 PROGRAM FAMILY SERVICES OF WESTCHESTER INC 2975 WESTCHESTER AVENUE SUITE 401 PURCHASE NY 10577 131773419 501(C)(3) 15000 0 GENERAL OPERATING ST CROIX VALLEY FOOD BANK PO BOX 377 HUDSON WI 54016 852550542 501(C)(3) 14500 0 GENERAL OPERATING, EMPTY BOWLS TURNINGPOINT FOR VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE PO BOX 304 RIVER FALLS WI 54022 391322995 501(C)(3) 14285 0 GENERAL OPERATIONS, MENTAL HEALTH CITY OF PRESCOTT 800 BORNER ST PRESCOTT WI 54021 396005578 501(C)(3) 13838 0 PRESCOTT K-9 PROGRAM, PICKLEBALL COURTS STILLWATER AREA COMMUNITY EDUCATION 1875 S GREELEY ST STILLWATER MN 55082 416008519 501(C)(3) 13686 0 LIFTING YOUTH PROGRAM BRIDGE TO BOOKS PO BOX 138 LAKE ELMO MN 55042 853483130 501(C)(3) 13500 0 PROGRAM, GENERAL OPERATING, IMAGINATION LIBRARY CARMELITE MONASTERY 430 LAUREL AVE HUDSON WI 54016 237069428 501(C)(3) 13000 0 GREENHOUSE, GENERAL OPERATING THE PARTNERSHIP PLAN FOR STILLWATER AREA SCHOOLS 1875 SOUTH GREELEY ST STILLWATER MN 55082 203012418 501(C)(3) 12529 0 GENERAL OPERATING, SPONSORSHIP KINNICKINNIC RIVER LAND TRUST 710 N MAIN ST RIVER FALLS WI 54022 396593121 501(C)(3) 12000 0 GENERAL OPERATING, BEAUTIFY THE RIVER BELWIN CONSERVANCY 1553 STAGECOACH TRAIL S AFTON MN 55001 410967891 501(C)(3) 11500 0 GENERAL OPERATING, NATIVE LANGUAGE, MUSIC IN THE TREES ARTREACH ST CROIX 224 4TH STREET NORTH STILLWATER MN 55082 411758837 501(C)(3) 11350 0 ST. CROIX SPLASH, OPERTAING, MOBILE ART GALLERY STILLWATER PUBLIC LIBRARY 224 THIRD ST N STILLWATER MN 55082 416005566 501(C)(3) 10925 0 GENERAL OPERATING WORLD CENTRAL KITCHEN INC PO BOX 96538 WASHINGTON DC 200906538 273521132 501(C)(3) 10500 0 WILD FIRE SUPPORT, GENERAL OPERATING MENTAL HEALTH TASK FORCE OF POLK COUNTY PO BOX 432 ST CROIX FALLS WI 54024 271566890 501(C)(3) 10100 0 MENTAL HEALTH PROGRAMMING ANDREW A LINDBERG MEMORIAL FOUNDATION 28 DALE ST S ST PAUL MN 55102 461493378 501(C)(3) 10000 0 ANNUAL SCHOLARSHIP FUND CALIFORNIA COMMUNITY FOUNDATION 717 W TEMPLE ST LOS ANGELES CA 90012 953510055 501(C)(3) 10000 0 WILFIRE RECOVERY FUND CENTURY COLLEGE FOUNDATION 3300 CENTURY AVE N WHITE BEAR LAKE MN 55110 237401534 501(C)(3) 10000 0 STUDENT RN LICENSURE DUCKS UNLIMITED INC 1 WATERFOWL WAY MEMPHIS TN 38120 411549786 501(C)(3) 10000 0 DUCKS UNLIMITED MISSION ELIM LUTHERAN CHURCH 20971 OLINDA TRAIL N SCANDIA MN 55073 410718379 501(C)(3) 10000 0 OUR STIGMA FIRST PRESBYTERIAN CHURCH 6201 OSGOOD AVENUE NORTH STILLWATER MN 55082 416008748 501(C)(3) 10000 0 GENERAL OPERATING GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES 400 SECOND AVE S WAITE PARK MN 56387 410877820 501(C)(3) 10000 0 GIVE TO THE MAX DAY HAZELDEN BETTY FORD FOUNDATION 2550 UNIVERSITY AVE W ST PAUL MN 55114 410682405 501(C)(3) 10000 0 HUDSON RECOVERY CENTER NEW YORK PUBLIC RADIO 160 VARICK STREET NEW YORK NY 10013 133015230 501(C)(3) 10000 0 GENERAL OPERATING NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS 920 EAST LAKE ST 107 MINNEAPOLIS MN 55407 820613944 501(C)(3) 10000 0 GIVE TO THE MAX DAY ST CROIX VALLEY FOOD ALLIANCE C/O KRISTY ALLEN GRANTSBURG WI 54840 391854577 501(C)(3) 10000 0 SUPPORTING FARMER HEALTH ST CROIX VALLEY RESTORATIVE SERVICES 215 N 2ND ST SUITE 108 RIVER FALLS WI 54022 300133750 501(C)(3) 10000 0 SUPPORTING STUDENT WELL-BEING ST MARY'S HEALTH CLINICS 1884 RANDOLPH AVE ST PAUL MN 55105 411760632 501(C)(3) 10000 0 MENTAL HEALTH EQUITY THE SHARING SHELF INC 47 PURDY AVE PORT CHESTER NY 105735028 844315667 501(C)(3) 10000 0 GENERAL OPERATING WYOMING AREA CREATIVE ARTS COMMUNITY INC 5521 EAST VIKING BLVD WYOMING MN 55092 464448480 501(C)(3) 10000 0 GENERAL OPERATING, BABIES ARE ARTISTS, TOO YELLOW LAKE LUTHERAN CHURCH FOOD DISTRIBUTION YELLOW LAKE FOOD DISTRIBUTION DANBURY WI 54830 391468015 501(C)(3) 10000 0 GENERAL OPERATING YOUTH SERVICE BUREAU 7064 W PT DOUGLAS RD COTTAGE GROVE MN 55016 411333578 501(C)(3) 10000 0 BEHAVIORAL HEALTH ISSUES BIG BROTHERS BIG SISTERS OF NORTHWESTERN WISCONSIN 424 GALLOWAY ST EAU CLAIRE WI 54703 237311200 501(C)(3) 9600 0 MENTAL WELL-BEING, PROGRAM, GENEARL OPERATING LUCK LUTHERAN CHURCH 510 E FOSTER AVE LUCK WI 54853 391320794 501(C)(3) 9500 0 GENERAL OPERATING RIVER FALLS COMMUNITY FOOD PANTRY PO BOX 341 RIVER FALLS WI 54022 204740792 501(C)(3) 9500 0 GNERAL OPERATING, FOOD FRIENDS OF FREEDOM PARK INC PO BOX 22 PRESCOTT WI 54021 203842342 501(C)(3) 9309 0 OPERATIONG, BLUFF PRAIRIE ENHANCEMENT CHISAGO LAKES SCHOOL DISTRICT #2144 29678 KARMEL AVE CHISAGO CITY MN 55013 411762002 501(C)(3) 9300 0 GENERAL OPERATING, CHISAGO LAKES HIGH SCHOOL, PICKLEBALL CLUB HUDSON SCHOOL DISTRICT 644 BRAKKE DR HUDSON WI 540161880 396002665 501(C)(3) 9088 0 PEER HELPERS PROGRAM, SCHOLARSHIPS GRACE EPISCOPAL CHURCH 4557 COLFAX AVE S MINNEAPOLIS MN 55419 410724047 501(C)(3) 9000 0 HAITI FUND, GENERAL OPERATING STANDING CEDARS COMMUNITY LAND CONSERVANCY PO BOX 249 OSCEOLA WI 54020 391801006 501(C)(3) 9000 0 LAND FOR CONSERVATION YMCA CAMP ST CROIX 532 COUNTY ROAD F HUDSON WI 54016 452563299 501(C)(3) 9000 0 GENERAL OPERATING ST CROIX COUNTY SHERIFF'S OFFICE 1101 CARMICHAEL RD HUDSON WI 54016 396005739 501(C)(3) 8660 0 OFFICER WELLNESS YOUNG LIFE P O BOX 520 COLORADO SPRINGS CO 80901 840385934 501(C)(3) 8599 0 GENERAL OPERATING, YOUNG LIFE BETHEL LUTHERAN CHURCH 920 THIRD ST HUDSON WI 54016 390963084 501(C)(3) 8488 0 UKRAINIAN FUND, GENERAL OPERATING THE PHIPPS CENTER FOR THE ARTS 109 LOCUST ST HUDSON WI 54016 391360778 501(C)(3) 8371 0 GENERAL OPERATING, ANNUAL CAMPAIGN BAYFIELD COUNTY LAND & WATER CONSERVATION DEPARTMENT PO BOX 126 WASHBURN WI 54891 396005670 501(C)(3) 8015 0 SUPPORT FOR OPERATION OF STREAM FLOW AND MONITORING ARNELL MEMORIAL HUMANE SOCIETY 185 GRIFFIN ST E AMERY WI 54001 411814966 501(C)(3) 8000 0 GENERAL OPERATING, PET WELLNESS PROJECT KINNIC FALLS INC 902 SOUTH ORANGE STREET RIVER FALLS WI 54022 391185918 501(C)(3) 8000 0 MENTAL HEALTH THERAPY MOUNT CALVARY LUTHERAN CHURCH 301 COUNTY ROAD 19 EXCELSIOR MN 55331 410870777 501(C)(3) 8000 0 GENERAL OPERATING PIERCE COUNTY PUBLIC HEALTH DEPARTMENT 412 W KINNE ST RM 171 ELLSWORTH WI 54011 396005729 501(C)(3) 8000 0 PIERCE COUNTY PUBLIC HEALTH HUNGER PREVENTION COUNCIL OF PIERCE COUNTY 440 N MAPLE ST ELLSWORTH WI 54011 391966922 501(C)(3) 7500 0 PIERCE FOOD PANTRY FIRST LUTHERAN CHURCH 218 COUNTY RD K NEW RICHMOND WI 54017 391039815 501(C)(3) 7200 0 GENERAL OPERATING SOMERSET SCHOOL DISTRICT 635 SUNRISE DRIVE SOMERSET WI 54025 396008535 501(C)(3) 7185 0 PROGRAMMING STORYARK 640 MAIN STREET N 34 STILLWATER MN 55082 813780329 501(C)(3) 7094 0 STORYTELLING FOR COMMUNITY CARE LAKES CENTER FOR YOUTH AND FAMILIES 200 4TH ST SW FOREST LAKE MN 55025 411322058 501(C)(3) 7000 0 MENTAL HEALTH SERVICES MINNESOTA COUNCIL ON FOUNDATIONS 2550 UNIVERSITY AVE W STE 200N ST PAUL MN 55114 411269275 501(C)(3) 7000 0 MEMBERSHIP DUES OPEN CUPBOARD PO BOX 541 OSCEOLA WI 54020 391782025 501(C)(3) 7000 0 GENERAL OPERATING SENITIZO 2344 FOOTHILLS DR S GOLDEN CO 80401 821555063 501(C)(3) 6950 0 WOMEN'S AND CHILDREN'S CLINIC AMERY FFA 555 MINNEAPOLIS AVENUE AMERY WI 54005 396000675 501(C)(3) 6669 0 GENERAL OPERATING TOWN OF ALDEN CHARITABLE FUND 183 155TH STREET STAR PRAIRIE WI 54026 396005771 501(C)(3) 6669 0 GENERAL OPERATING HUDSON HOSPITAL FOUNDATION 405 STAGELINE ROAD HUDSON WI 54016 391279567 501(C)(3) 6610 0 GENERAL OPERATIONS, BIRTH CENTER TICKETS FOR KIDS CHARITIES 2038 FORD PARKWAY ST PAUL MN 55116 020559825 501(C)(3) 6500 0 VIBRANT COMMUNITIES PROJECT HOPE LUTHERAN CHURCH 3337 KINGSBARN AVE RIVER FALLS WI 54022 721603482 501(C)(3) 6210 0 GENERAL OPERATIONS COMMUNITY REFERRAL AGENCY PO BOX 365 MILLTOWN WI 54858 391368945 501(C)(3) 6000 0 PROGRAMMING DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 217415030 133433452 501(C)(3) 6000 0 GENERAL OPERATING MT ZION LUTHERAN CHURCH 505 13TH ST HUDSON WI 54016 391457890 501(C)(3) 6000 0 GENERAL OPERATING ALPHA DELTA PHI FOUNDATION 2242 N BALDWIN WAY 5B PALATINE IL 60074 136116015 501(C)(3) 5500 0 CHAMBERLAIN FUND AMERICAN RED CROSS PO BOX 37839 BOONE IA 500370839 530196605 501(C)(3) 5400 0 GENERAL OPERATING, HURRICANE VISTIMS AND WI REGION THE ACREAGE AT OSCEOLA 2585 STATE ROAD 35 OSCEOLA WI 54020 411956679 501(C)(3) 5300 0 PROGRAMMING VALLEY FRIENDSHIP CLUB 6201 N OSGOOD AVE STILLWATER MN 55082 272362329 501(C)(3) 5147 0 GENERAL OPERATING MINNESOTA CHILDREN'S MUSEUM 10 WEST 7TH ST ST PAUL MN 55102 411354181 501(C)(3) 5565 0 GENERAL OPERATING 106 SCHOLARSHIPS 190 409617 PART I, LINE 2: STAFF PERFORMS DUE DILIGENCE TO CONFIRM THAT GRANT RECIPIENTS ARE 501(C)(3) ORGANIZATIONS. THEY ARE REVIEWED BY THE GRANTS ADMINISTRATOR, THE PRESIDENT AND THE ACCOUNTANT. WITH COMPETITIVE GRANTS, FINAL REPORTS ARE REQUIRED FROM THE RECIPIENTS TO EXPLAIN HOW THE GRANT FUNDS WERE SPENT AND THE RESULTS ACHIEVED WITH THE GRANTS. STAFF FOLLOW UP WITH ALL COMPETITIVE GRANT RECIPIENTS TO GET THESE REPORTS. X X X 0 0 0 0 0 0 0 0 0 HEATHER LOGELIN EXECUTIVE DIRECTOR 152741 0 0 0 0 0 9008 0 15668 0 177417 0 0 0 X 16 383782 AVERAGE HIGH/LOW X 3 41986646 APPRAISED VALUE 0 1 1 PART I, LINE 32B: ALL STOCK DONATIONS ARE RECEIVED IN AN FOUNDATION INVESTMENT ACCOUNT ADMINISTERED BY A THIRD PARTY. ALL STOCK DONATIONS ARE SOLD UPON RECEIPT. GIFTS OF REAL PROPERTY ARE MADE TO SCVF HOLDINGS, LLC (A DISREGARDED ENTITY OF THE FOUNDATION). FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVEIWED AND DISCUSSED ANNUALLY BEFORE THE BOARD MEMBERS SIGN THE CONFLICT OF INTEREST FORM AND DISCLOSE ANY CONFLICTS THEY MAY HAVE. CONFLICTS, IF ANY, ARE MONITORED BY MANAGEMENT THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT AND OTHER OFFICER COMPENSATION IS SET AND APPROVED BY THE FULL BOARD OR THE EXECUTIVE COMMITTEE. NO BOARD OR COMMITTEE MEMBERS WILL TAKE PART IN SETTING THE COMPENSATION OF THE PRESIDENT AND OTHER OFFICER IF THEY HAVE ANY CONFLICT OF INTEREST. THE PRESIDENT AND OTHER OFFICER WILL NOT BE PRESENT DURING THE DISCUSSION OF COMPENSATION. THE RESPONSIBLE COMMITTEE WILL REPORT FULLY TO THE ENTIRE BOARD. THE EXCESS BENEFIT TRANSACTION RULES (I.E. BASING THE DECISION ON COMPARABLE DATA READILY AVAILABLE TO THE BOARD COMMITTEE AND RECORDING THE PROCESS AND DECISIONS IN THE MINUTES), CREATE A PRESUMPTION OF REASONABLENESS FOR COMPENSATION. THE RESPONSIBLE COMMITTEE MAY USE COMPENSATION SURVEYS BY INDEPENDENT CONSULTANTS, COMPENSATION PACKAGES OFFERED AT SIMILARLY SIZED FOUNDATIONS, AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE PRESIDENT. THE RESPONSIBLE COMMITTEE WILL DOCUMENT THE BASIS FOR ITS DETERMINATION OF THE COMPENSATION PACKAGE, WITH THE IMPLEMENTATION OF THE DETERMINATION (WITHIN 60 DAYS OF THE DECISION, OR THE NEXT MEETING OF THE FULL BOARD OF DIRECTORS, WHICHEVER IS LATER). THE DOCUMENTATION WILL INCLUDE: -THE TERMS OF THE TRANSACTION AND THE DATE IT WAS APPROVED. -THE MEMBERS OF THE COMMITTEE WHO DISCUSSED THE COMPENSATION AND THE NAMES OF THE MEMBERS WHO APPROVED IT. -THE COMPARABILITY DATA USED, AND HOW IT WAS OBTAINED. -THE ACTION TAKEN TO CONSIDER THOSE WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST AND GIFT ANNUITIES 55,648. SCVF HOLDINGS LLC 516 2ND STREET SUITE 214 HUDSON WI 54016 464871208 TO ACCEPT AND SELL DONATIONS OF REAL PROPERTY FOR THE FOUNDATION WI 0 13766 ST CROIX VALLEY FOUNDATION