2013-09-15T14:00:03-05:00 2012-12-31 450334950 WIDMER ROEL PC 4334 18TH AVE S SUITE 101 FARGO ND 581037414 990 2012-01-01 456010377 FARGO-MOORHEAD AREA FOUNDATION CORPORATION FARG 7012340756 502 FIRST AVE NORTH NO 202 FARGO ND 581024840 TIMOTHY BEATON 7012340756 2013-09-12 1 TRACEE S BUETHNER CPA P01292877 7012376022 2012 2016-02-24 21:20:13Z TIMOTHY BEATON 502 FIRST AVE NORTH NO 202 FARGO ND 581024840 11374290 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 42 0 0 3329804 2477584 0 0 2489322 2396511 114 20302 5819240 4894397 1425226 2024220 0 0 326145 366833 0 0 62250 432041 639610 2183412 3030663 3635828 1863734 50594510 55419113 1286393 1424525 49308117 53994588 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 2517188 2024220 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 - 8%, CIVIC - 10%, EDUCATION - 20%, HUMAN SERVICE - 56%, HEALTH - 3%, AND YOUTH - 3%. THESE GRANTS AND SCHOLARSHIPS WERE MADE POSSIBLE FROM THE FOLLOWING TYPES OF FUNDS: DONOR ADVISED - 48%, DESIGNATED - 23%, FIELD OF INTEREST - 1%, AGENCY 7%, SCHOLARSHIP - 9%, AND DISCRETIONARY - 12%. 2517188 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 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 FIRST AVE NORTH NO 202 FARGO ND 581024840 COREY ELMER 3.00 X X 0 0 0 KATE HAUGEN 2.00 X X 0 0 0 THOMAS JEFFERSON 2.00 X X 0 0 0 DORWIN MARQUARDT 2.00 X X 0 0 0 TOM DAWSON 0.50 X 0 0 0 WENDY DEVIER 0.50 X 0 0 0 BRUCE FURNESS 0.50 X 0 0 0 NEIL JORDHEIM 1.00 X 0 0 0 JOAN JUSTESEN 0.50 X 0 0 0 SANDY KORBEL 1.00 X 0 0 0 CAROL SCHLOSSMAN 1.00 X 0 0 0 TOM SCHAFFER 1.00 X 0 0 0 SUSAN RICHARDS 1.00 X 0 0 0 KAYLA WERK 1.00 X 0 0 0 JAY OLSON 1.00 X 0 0 0 MARY LOCKEN 1.00 X 0 0 0 MONA TEDFORD 1.00 X 0 0 0 ALERUS FINANCIAL 0.00 X 0 0 15900 BANK OF THE WEST 0.00 X 0 0 50169 BELL STATE BANK AND TRUST 0.00 X 0 0 10759 BREMER BANK 0.00 X 0 0 11836 HEARTLAND TRUST COMPANY 0.00 X 0 0 31346 US BANK 0.00 X 0 0 87493 WELLS FARGO 0.00 X 0 0 33660 TIMOTHY BEATON 40.00 X 95961 0 480 95961 0 241643 0 0 0 0 0 6286 2471298 2477584 1274511 1274511 7599619 6477619 1122000 1122000 1122000 2274 6286 2274 0 MISCELLANEOUS 900099 20302 20302 20302 4894397 0 0 2416813 2024220 2024220 85661 85661 198306 157229 41077 11629 9575 2054 51455 44656 6799 19782 16925 2857 753 -1515 2268 14718 14718 240726 240726 950 950 21911 21911 32597 32597 11339 11339 27501 27501 22409 3296 19113 3340 3340 3725 3725 MISC INVESTMENT EXPENSE 248692 250461 -1769 WF BREMER 8041 8041 MISCELLANEOUS 1486 1486 DEVELOPMENT 1422 1422 3030663 2517188 451225 62250 124219 0 3812511 3742279 4750 62251 365 121434 108193 7370 13241 38859782 44183847 6897822 6639706 888056 777424 50594510 55419113 12738 19072 301 80232 1273354 1325221 1286393 1424525 X 48329687 52389868 978430 1604720 49308117 53994588 50594510 55419113 1863734 2822737 0 X X 0 1 X 1 0 X 945545 1649689 3468994 3329804 2477584 11871616 945545 1649689 3468994 3329804 2477584 11871616 4158074 7713542 1281529 1158109 1399835 1238568 1274511 6352552 1142302 1142302 19366470 0.39830 0.34520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67 833539 1124405 22212130 1 1 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 43710598 757846 -8008441 1320852 15417 562126 34561608 1.00000 0 0 121434 108193 13241 13241 DONATED LIFE INSURANCE POLICIES 484475 C US TREASURY OF AGENCY SECURITIES 419273 F PROMISSORY NOTES 5735958 F 6639706 FUNDS HELD AS AGENCY ENDOWMENTS 1325221 1325221 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: AS A COMMUNITY FOUNDATION THE ENDOWMENT FUNDS ARE DISTRIBUTED PER THE INTENT OF THE FUND AGREEMENT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: UNDER THE GUIDANCE OF FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE FOUNDATION EVALUATED ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS OF FASB ASC 450, ACCOUNTING FOR CONTINGENCIES. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGEMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS UNTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITIONS OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDING DECEMBER 31, 2012. 1 NATIVITY CHURCH OF FARGO 1825 11TH ST S FARGO ND 58103 450276414 644675 ANEW II PROJECT ANNE CARLSEN CENTER 301 7TH AVE NW JAMESTOWN ND 58401 260667506 501(C)3 12704 OP SUPPORT CASS COUNTY HIST SOCIETY PO BOX 719 WEST FARGO ND 58078 450306858 501(C)3 39738 OP SUPPORT CHARISM 2601 12TH AVENUE S SUITE A FARGO ND 58103 450435273 501(C)3 14440 THREE L'S CONCORDIA LANG VILLAGES 901 S 8TH ST MOORHEAD MN 56562 410693977 5995 GERMAN LANG. C CHURCHES UNITED 1901 1ST AVE N MOORHEAD MN 56560 411594892 501(C)3 12695 WINTER OP. DAKOTA BOYS AND GIRLS RANCH BOX 5007 MINOT ND 58702 450333670 501(C)3 13998 GEN. SUPPORT FARGO THEATRE MGMT CORP PO BOX 2190 FARGO ND 58108 450373698 501(C)3 6765 GENERAL OP. FARGO-MOORHEAD SYMPHONY 808 3RD AVE S STE 300 FARGO ND 58102 450275135 501(C)3 44717 GENERAL SUP. FARM RESCUE PO BOX 1100 JAMESTOWN ND 58402 753174053 501(C)3 14955 ANNUAL SUP. FIRST PRESBYTERIAN CHURCH 650 2ND AVE N FARGO ND 58102 450226475 7000 GENERAL OP. FM COMMUNITY THEATRE 333 4TH ST S FARGO ND 58103 450233312 25222 GENERAL OP. FOOD BANK OF NORTHERN NEVADA 550 ITALY DR MCCARRAN NV 89434 942924979 501(C)3 15500 ANNUAL SUPPORT GUEST HOUSE 1601 JOSLYN RD BOX 420 LAKE ORION MI 58361 381557146 501(C)3 5710 GENERAL SUP. HOME ON THE RANGE FOR BOYS 16351 I-94 SENTINEL BUTTE ND 58654 450230083 501(C)3 11715 GENERAL SUP. HUMANE SOCIETY OF POLK CO 720 E ROBERT CROOKSTON MN 56716 411433622 501(C)3 5710 GENERAL SUP. HUMANE SOCIETY OF THE LAKES 19662 US HWY 59 DETROIT LAKES MN 56501 411651603 501(C)3 5710 GENERAL SUPPORT LUTHERAN SOCIAL SERVICES OF NORTH DAKOTA 4720 7TH AVE S SUITE B FARGO ND 58103 450226421 501(C)3 58905 GENERAL SUPPORT GREAT PLAINS FOOD BANK PO BOX 389 FARGO ND 58102 450226421 501(C)3 24000 GENERAL SUP. 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 14690 GENERAL SUP NEVADA HUMANE SOCIETY 2825 LONGLEY LAND SUITE B RENO NV 89502 880072720 501(C)3 15500 ANNUAL SUP. PEACE LUTHERAN CHURCH 1011 12TH AVE N FARGO ND 58102 450261730 501(C)3 5538 GENERAL SUP. PLAINS ART MUSEUM PO BOX 2338 FARGO ND 58108 411260780 501(C)3 27617 CAPITAL CAMP ROCKEFELLER PHILANTHROPY ADVISORS 6 WEST 48TH ST 10TH FLOOR NEW YORK NY 10036 133615533 501(C)3 10000 PROJ REDWOOD SANFORD CHILDREN'S HOSP 720 4TH ST N FARGO ND 58122 450226909 501(C)3 9018 ANNUAL SUP. STANFORD GRADUATE SCHOOL 518 MEMORIAL WAY RM S235 STANFORD CA 94305 946104126 501(C)3 30000 GENERAL OP. TEMPLE BETH EL 809 11TH AVE S FARGO ND 58103 456011866 501(C)3 14650 ANNUAL DIST. TROON CC FOUNDATION 25000 N WINDY WALK DR SCOTTSDALE AZ 85255 208691465 501(C)3 10000 SCHOLARSHIPS UND MEDICAL SCHOOL FIN A 501 N COLUMBIA RD STOP 9037 GRAND FORKS ND 58202 456002491 11894 SCHOLARSHIPS UNITED WAY OF CASS CLAY 219 7TH ST S FARGO ND 58103 410810008 501(C)3 16550 GENERAL SUP VILLAGE FAMILY SERVICE PO BOX 9859 FARGO ND 58106 450226423 501(C)3 143688 GENERAL SUP. NDSU ALUMNI ASSOCIATION PO BOX 5144 UNIVERSITY STATION FARGO ND 58105 450173089 501(C)3 241454 MBA PROGRAM HOSPICE OF THE RED RIVER VALLEY 1701 38TH ST S 101 FARGO ND 58103 450349152 501(C)3 7508 GEN. SUPPORT SHANLEY HIGH SCHOOL 5600 25TH ST S FARGO ND 58104 15600 SCHOLARSHIP UND ALUMNI ASSOCIATION FOUNDATION 3501 UNIVERSITY AVE STOP 8157 GRAND FORKS ND 58202 450363216 501(C)3 25000 MBA PROGRAM ROURKE ART GALLERY MUSEUM 521 MAIN AVE MOORHEAD MN 56560 911748273 501(C)3 26099 GENERAL OP. MAKE-A-WISH FOUNDATION OF ND 1102 43RD STREET SOUTH SUITE E FARGO ND 58103 450393770 501(C)3 15000 GENERAL OP. RONALD MCDONALD HOUSE 1330 18TH AVE S FARGO ND 58103 450365598 501(C)3 18500 GENERAL OP. AFRICAN SOUL AMERICAN HEART 300 NP AVENUE SUITE 308 FARGO ND 58102 262221116 501(C)3 11075 ASAH SCHOOL AMERICAN RED CROSS 2602 12TH ST N FARGO ND 58102 10000 HURRICANE SANDY RELIEFHURRICANE SANDY RELIEFHURRICANE SANDY RELIEFHURRICANE SANDY RELIEF BLUESTEM CENTER FOR THE ARTS 801 50TH AVE SW MOORHEAD MN 56560 5500 GENERAL OP. DOROTHY DAY HOUSE OF HOSPITALITY INC 714 8TH ST S MOORHEAD MN 56560 411452555 501(C)3 9020 GENERAL OP. FABRETTO 3124 10TH ST N 2 ARLINGTON VA 22201 363894824 501(C)3 10500 GENERAL OP. FAITH LUTHERAN HIGH SCHOOL 2015 SOUTH HUALAPAI LAS VEGAS NV 89117 942581397 5000 GENERAL OP. FARGO PUBLIC SCHOOLS DEVELOPMENT FOUNDATION 1305 9TH AVENUE S FARGO ND 58103 311733797 501(C)3 12710 GENERAL OP. FARGO-MOORHEAD OPERA 114 BROADWAY SUITE 51 FARGO ND 58102 450307449 501(C)3 7899 GENERAL OP. F-M HUMANE SOCIETY 1201 28TH AVE N FARGO ND 58102 450284164 501(C)3 10495 GENERAL OP. FMAF 502 1ST AVENUE NORTH SUITE 202 FARGO ND 58102 456010377 501(C)3 10581 GENERAL OP. FRASER LTD 2902 S UNIVERSITY DR FARGO ND 58103 450226418 501(C)3 7500 GENERAL OP. GLADYS RAY SHELTER 1519 1ST AVE S FARGO ND 58103 501(C)3 5000 SHELTER OPERATIONS GRACE LUTHERAN CHURCH 821 5TH AVE S FARGO ND 58103 450232567 5660 GENERAL SUP. JPII CATHOLIC SCHOOLS 5600 25TH ST S FARGO ND 58104 450403317 501(C)3 20620 GENERAL OP. LAKE AGASSIZ HABITAT FOR HUMANITY 210 N 11TH ST MOORHEAD MN 56560 411690131 501(C)3 7000 THRIVENT BUILD LAKES & PRAIRIES COMMUNITY ACTION PARTNERSHIP 715 11TH ST N 402 MOORHEAD MN 56560 410905871 501(C)3 5000 RAINBOW BRIDGE FEE ASSISTANCE NDSU DEVELOPMENT FDN PO BOX 5144 UNIVERSITY STATION FARGO ND 58105 237120898 501(C)3 12250 SCHOLARSHIP PATH NORTH DAKOTA INC 1112 NODAK DR 105 FARGO ND 58103 912159746 501(C)3 7000 FOSTER CARE HOMES IN CASS COUNTY PRAIRIE PUBLIC BROADCASTING 207 NORTH 5TH STREET FARGO ND 58102 450276899 501(C)3 7833 GENERAL SUP. RAPE & ABUSE CRISIS CENTER PO BOX 2984 FARGO ND 58108 411310289 501(C)3 10510 GENERAL SUP. RIDING ON ANGELS' WINGS 5062 120TH AVE N FELTON MN 56536 202254919 501(C)3 6350 GENERAL OP. SIGMA ALPHA EPSILON FOUNDATION 1856 SHERIDAN ROAD EVANSTON IL 60201 362170145 501(C)3 6000 BRAD BURGUM MEMORIAL FUND STANFORD GRADUATE SCHOOL OF BUSINESS 655 KNIGHT WAY STANFORD CA 94305 10000 GENERAL SUP. THE ARTS PARTNERSHIP 1104 2ND AVE S 315 FARGO ND 58103 237108936 501(C)3 6000 GENERAL SUP. VAIL MOUNTAIN SCHOOL 3000 BOOTH FALLS RD VAIL CO 81657 840533775 501(C)3 11000 SCHOLARSHIP WELLSPRING FOR THE WORLD PO BOX 9993 FARGO ND 58106 203570846 501(C)3 10000 AFRICAN WELLS WOMEN'S FUND FMAF 502 1ST AVENUE NORTH SUITE 202 FARGO ND 58102 456010377 501(C)3 8400 GENERAL SUP. YWCA CASS CLAY 3100 12TH AVE N FARGO ND 58102 450226435 501(C)3 18867 GENERAL SUP. 57 72 SCHOLARSHIPS FOR HIGHER EDUCATION 137 150843 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. 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