2026-05-07T11:37:59-05:00 2025-12-31 411540027 Sherburne & Dahl Ltd 275 Market Street Suite 274A Minneapolis MN 55405 990PF 2025-01-01 411904085 LIVING SPRINGS FOUNDATION LIVI 6123383255 275 MARKET STREET SUITE 274A MINNEAPOLIS MN 55405 Robert Jonas Director 6123383255 2026-05-06 1 Kristopher Dahl P00165758 6123383255 2026-05-06 2025 2025-03-06 01:10:19Z X X 0 X 0 X 3 3 32850 32850 213128 1683500 213128 245981 245981 0 0 0 0 0 34058 17029 0 17029 5441 5327 0 114 297 297 0 0 17995 0 0 25 57791 22653 0 17168 1535112 1535112 1592903 22653 0 1552280 -1346922 223328 0 9416 11024 1326482 0 0 1346922 0 0 0 0 X 1757010 1757010 0 0 -410088 -1757010 1346922 0 1346922 0 1346922 -1346922 0 0 0 0 Ishares 1-3 yr Treasury Bond Fd- 1 sh P 2024-12-17 2025-02-05 82 82 0 0 Abbey Capital Futures Strat Fd - 316.312 shs P 2024-08-21 2025-03-17 3441 3578 -137 -137 Abbey Capital Futures Strat Fd - 1,305.378 shs P 2024-12-12 2025-03-17 14201 14330 -129 -129 Ishares ESG Aware US Aggr Bd Fd - 679 shs P 2024-08-21 2025-03-17 32007 32830 -823 -823 Ishares ESG Aware US Aggr Bd Fd -413 shs P 2024-08-21 2025-05-08 19428 19969 -541 -541 Ishares 1-3 yr Treasury Bond Fd- 4 sh P 2024-12-17 2025-06-04 329 328 1 1 Abbey Capital Multi Asset Fd - 3,233.603 shs P 2025-03-17 2025-06-30 35400 36000 -600 -600 Abbey Capital Multi Asset Fd - 604.63 shs P 2025-03-20 2025-06-30 6619 6800 -181 -181 AQR Equity Market Neutral Fd - 3,335.496 shs P 2025-03-17 2025-06-30 38149 36000 2149 2149 AQR Equity Market Neutral Fd - 499.545 shs P 2025-04-23 2025-06-30 5714 5500 214 214 Campbell Systematic Macro Fd - 3,542.323 shs P 2025-03-17 2025-06-30 34743 36000 -1257 -1257 Campbell Systematic Macro Fd - 666.34 shs P 2025-03-20 2025-06-30 6535 6800 -265 -265 Campbell Systematic Macro Fd - 674.28 shs P 2025-04-23 2025-06-30 6613 6800 -187 -187 Dimensional World ex US Core Eqty 2 Fd - 566 shs P 2024-08-21 2025-06-30 16556 14880 1676 1676 Dimensional World ex US Core Eqty 2 Fd - 1,343 shs P 2024-12-12 2025-06-30 39283 34978 4305 4305 Ishares ESG Aware US Aggr Bd Fd - 5,112 shs P 2024-08-21 2025-06-30 242207 247165 -4958 -4958 Ishares ESG Aware US Aggr Bd Fd - 415 shs P 2024-08-22 2025-06-30 19663 19978 -315 -315 Ishares 1-3 yr Treasury Bond Fd- 360 sh P 2024-12-17 2025-06-30 29804 29558 246 246 Ishares 1-3 yr Treasury Bond Fd- 122 sh P 2025-01-15 2025-06-30 10100 9990 110 110 Vanguard ESG US Stock Etf - 4,130 shs P 2024-08-21 2025-06-30 450087 409858 40229 40229 Vanguard ESG US Stock Etf - 1,323 shs P 2024-08-22 2025-06-30 144180 131296 12884 12884 Vanguard ESG US Stock Etf - 453 shs P 2024-12-12 2025-06-30 49368 49463 -95 -95 Cliffwater Corporate Lending Fd - 10,533.149 shs P 2024-12-12 2025-09-09 112916 114400 -1484 -1484 Abbey Capital Futures Strat Fd - 4,191.982 shs P 2023-09-26 2025-03-17 45603 46070 -467 -467 Abbey Capital Futures Strat Fd - 1,645.449 shs P 2024-01-18 2025-03-17 17900 18239 -339 -339 Dimensional World ex US Core Eqty 2 Fd - 500 shs P 2024-01-16 2025-03-20 13601 11858 1743 1743 Apple Inc - 656 shs P 2023-09-21 2025-06-30 131954 480 131474 131474 Dimensional World ex US Core Eqty 2 Fd - 4,350 shs P 2024-01-16 2025-06-30 127240 103160 24080 24080 Dimensional World ex US Core Eqty 2 Fd - 1,018 shs P 2024-01-18 2025-06-30 29777 23982 5795 5795 213128 50842 3104 0 3104 0 3104 9600 0 0 0 9600 X 0 6496 0 6496 0 0 0 0 0 0 0 0 0 1 1 1 MN 1 0 0 0 0 1 N/A KRISTOPHER DAHL 6123383255 275 MARKET STREET SUITE 274A MINNEAPOLIS MN 55405 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET BULLITT-JONAS 275 Market Street Suite 274A Minneapolis MN 55405 DIRECTOR 0.00 0 0 0 ROBERT JONAS 275 Market Street Suite 274A Minneapolis MN 55405 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 720474 503943 0 1224417 0 0 1224417 18366 1206051 60303 60303 3104 3104 57199 0 57199 0 57199 1552280 0 1552280 57199 0 0 247348 303684 192752 175531 268783 1188098 1552280 0 0 0 57199 1495081 0 0 2683179 0 0 0 0 0 0 247348 2435831 303684 192752 175531 268783 1495081 Living Springs Foundation 275 Market Street Suite 274A Minneapolis MN 55405 6123383255 TWO SETS OF GRANT PROPOSAL SHOULD BE SUBMITTED. NONE PRIMARY FOCUS IS ON COMMUNITIES IN THE NEW ENGLAND AREA. 350ORG PO BOX 843004 BOSTON MA 02284 PC GENERAL SUPPORT 5000 A NETWORK FOR GRATEFUL LIVING PO BOX 3035 AMHERST MA 01004 PC GENERAL SUPPORT 5000 AGAPE COMMUNITY INC 2062 GREENWICH ROAD WARE MA 01082 PC GENERAL SUPPORT 5000 ALL SAINTS PARISH 1773 BEACON STREET BROOKLINE MA 02445 PC BUILDING WITH FAITH CAPITAL CAMPAIGN 3000 ALLIANCE FOR TOMPOTIKA CONSERVATION 21416 86TH AVE SW VASHON WA 98070 PC GENERAL SUPPORT 5000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 PC GENERAL SUPPORT 50000 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 PC GENERAL OPERATING SUPPORT 50000 AMHERST SURVIVAL CENTER PO BOX 9629 NORTH AMHERST MA 01059 PC GENERAL OPERATING SUPPORT 5000 AMNESTY INTERNATIONAL 311 WEST 43RD STREET 7TH FLOOR NEW YORK NY 10036 PC GENERAL SUPPORT 3000 ANDES AMAZON CONSERVANCY PO BOX 317 MONTAGUE MA 01351 PC GENERAL SUPPORT 2000 BARBARA C HARRIS CENTER PO BOX 204 GREENFIELD NH 03047 PC GENERAL SUPPORT 5000 BETTER FUTURE PROJECT INC 15 PROPERZI WAY SOMERVILLE MA 02143 PC GENERAL OPERATING 5000 CENTER FOR ACTION AND CONTEMPLATION PO BOX 12464 ALBUQUERQUE NM 87195 PC GENERAL SUPPORT 5000 CENTER FOR BIOLOGICAL DIVERSITY PO BOX 710 TUCSON AZ 85702 PC GENERAL OPERATING 50000 CENTER FOR ECOTECHNOLOGY PO BOX 275 DALTON MA 01227 PC GENERAL SUPPORT 2000 CLIMATE MOBILIZATION PROJECT INC 228 PARK AVENUE SOUTH PMB 87816 NEW YORK NY 10003 PC GENERAL OPERATING SUPPORT 2000 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 333 Bridge Street Springfield MA 01103 PC GENERAL OPERATING - $5,000; VALLEY CREATES FUND - $5,000 10000 COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC ONE SUGARLOAF STREET SOUTH DEERFIELD MA 01373 PC ANNUAL FUND - 1-YEAR PLEDGE $23,000; ANNUAL FUND YEAR 3 OF 3-YEAR PLEDGE $2,000 25000 CONNECTICUT RIVER CONSERVANCY 15 BANK ROW GREENFIELD MA 01301 PC GENERAL SUPPORT 2000 CONSERVATION INTERNATIONAL FOUNDATION PO BOX 418608 BOSTON MA 02241 PC GENERAL SUPPORT 5000 CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON MA 02110 PC FBO SLINGSHOT 5000 CONWAY SCHOOL OF LANDSCAPE DESIGN INC 88 VILLAGE HILL ROAD NORTHAMPTON MA 01060 PC UNRESTRICTED 2000 COOLEY DICKINSON HOSPITAL PO BOX 329 NORTHAMPTON MA 01061 PC GENERAL SUPPORT 10000 CORPORATE ACCOUNTABILITY 10 MILK ST STE 610 BOSTON MA 02108 PC GENERAL OPERATING SUPPORT 3000 CREATION JUSTICE MINISTRIES 1099 N MERIDIAN STREET SUITE 700 INDIANAPOLIS IN 46204 PC GENERAL SUPPORT 5000 DANA-FARBER CANCER INSTITUTE PO BOX 849168 BOSTON MA 02284 PC GENERAL SUPPORT 5000 DOCTORS WITHOUT BORDERS PO BOX 5023 HAGERSTOWN MD 21741 PC GENERAL SUPPORT 5000 EAGLE EYE INSTITUTE PO BOX 1282 PERU MA 01235 PC GENERAL SUPPORT 10000 EARTHJUSTICE PO BOX 96346 WASHINGTON DC 20077 PC GENERAL SUPPORT 75000 EPIPHANY SCHOOL INC 154 CENTRE STREET DORCHESTER MA 02124 PC GENERAL OPERATING SUPPORT 5000 EPISCOPAL CITY MISSION 89 SOUTH STREET SUITE 202 BOSTON MA 02111 PC GENERAL SUPPORT 5000 EPISCOPAL DIOCESE OF WESTERN MASSACHUSETTS 37 CHESTNUT STREET SPRINGFIELD MA 01103 PC HUMAN TO HUMAN PROGRAM 5000 EPISCOPAL RELIEF AND DEVELOPMENT PO BOX 5121 BOONE IA 50950 PC GENERAL SUPPORT 8000 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 PC GENERAL SUPPORT 2500 EVANGELICALS FOR DEMOCRACY PO BOX 941 FREDERICKSBURG VA 22401 PC GENERAL SUPPORT 2000 FAMILY DIVERSITY PROJECTS INC 61 FORD XING NORTHAMPTON MA 01060 PC GENERAL SUPPORT 500 FINCA INTERNATIONAL INC 1301 K STREET NW SUITE 300W WASHINGTON DC 20005 PC GENERAL SUPPORT 5000 FIRST CONGREGATIONAL CHURCH OF ASHFIELD PO BOX 519 ASHFIELD MA 01330 PC FBO HILLTOWN CHURCHES FOOD PANTRY 5000 FRANKLIN LAND TRUST INC PO BOX 450 SHELBURNE FALLS MA 01370 PC GENERAL SUPPORT 20000 FRIENDS OF THE EARTH PO BOX 7010 MERRIFIELD VA 22116 PC GENERAL SUPPORT 5000 GENESIS SPIRITUAL LIFE CENTER 53 MILL STREET WESTFIELD MA 01085 PC GENERAL SUPPORT 3000 GRAND CANYON TRUST PO BOX 1236 FLAGSTAFF AZ 86002 PC GENERAL SUPPORT 20000 GREENFAITH 1216 BROADWAY FLOOR 2 ROOM 1005 NEW YORK NY 10001 PC GENERAL OPERATING 5000 GREENPEACE FUND INC 1300 EYE STREET NW SUITE 1100 EAST WASHINGTON DC 20005 PC GENERAL SUPPORT 10000 GROW FOOD NORTHAMPTON INC 221 PINE STREET SUITE 349 FLORENCE MA 01062 PC GENERAL OPERATING 20000 HENRI NOUWEN SOCIETY PO BOX 220522 ST LOUIS MO 63122 PC GENERAL SUPPORT 2000 HITCHCOCK CENTER FOR THE ENVIRONMENT INC 845 WEST STREET AMHERST MA 01002 PC GENERAL SUPPORT 40000 HILLTOWN COMMUNITY HEALTH CENTERS INC 58 OLD NORTH ROAD WORTHINGTON MA 01098 PC GENERAL SUPPORT 5000 HILLTOWN LAND TRUST INC 332 BULLITT ROAD ASHFIELD MA 01330 PC GENERAL SUPPORT 25000 HISTORIC NORTHAMPTON INC 46 BRIDGE STREET NORTHAMPTON MA 01060 PC GENERAL SUPPORT 10000 HOWARD UNIVERSITY 2715 GEORGIA AVE NW WASHINGTON DC 20001 PC GENERAL SUPPORT 50000 INSIDE CLIMATE NEWS 26 COURT STREET SUITE 1617 BROOKLYN NY 11242 PC GENERAL SUPPORT 5000 INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 PC GENERAL SUPPORT 5000 KARUNA CENTER FOR PEACEBUILDING INC PO BOX 727 GREENFIELD MA 01302 PC GENERAL SUPPORT 2000 KESTREL LAND TRUST PO BOX 1016 AMHERST MA 01004 PC OPERATING EXPENSES 25000 KNOLL FARM VIA THE LEARNING JOURNEY INC 700 BRAGG HILL ROAD WAITSFIELD VT 05673 PC GENERAL SUPPORT 3000 MASSACHUSETTS AUDUBON SOCIETY INC 208 SOUTH GREAT ROAD LINCOLN MA 01773 PC GENERAL SUPPORT - $5,000, DESIGNATED FOR THE ARCADIA WILDLIFE SANCTUARY - $5,000 10000 MASSACHUSETTS INTERFAITH POWER AND LIGHT 68 HARRISON AVE SUITE 605 PMB 319781 BOSTON MA 02111 PC GENERAL OPERATING SUPPORT 5000 METANOIA OF VERMONT PO BOX 153 STRAFFORD VT 05072 PC GENERAL SUPPORT 5000 MONGABAYORG 1259 EL CAMINO REAL 150 MENLO PARK CA 94025 PC GENERAL SUPPORT 2000 NAACP LEGAL DEFENSE & EDUCATIONAL FUND INC 40 RECTOR STREET 5TH FLOOR NEW YORK NY 10006 PC GENERAL SUPPORT 10000 NATIONAL PARKS CONSERVATION ASSOCIATION 777 6TH STREET NW SUITE 700 WASHINGTON DC 20001 PC GENERAL SUPPORT 5000 NATIONAL RELIGIOUS COALITION ON CREATION CARE - WORLD STEWARDSHIP INSTITUTE PO BOX 7348 SANTA ROSA CA 95407 PC World Stewardship Institute 2000 NATIVE AMERICAN RIGHTS FUND 250 ARAPAHOE AVENUE BOULDER CO 80302 PC GENERAL SUPPORT 10000 NATURAL RESOURCES DEFENSE COUNCIL INC 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 PC GENERAL SUPPORT 30000 NATURE CONSERVANCY IN MASSACHUSETTS 20 ASHBURTON PLACE SUITE 400 BOSTON MA 02108 PC MASSACHUSETTS CHAPTER, FOR WESTERN MA PROGRAMS 5000 NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND INC PO BOX 611 NEWMARKET NH 03857 PC GENERAL SUPPORT 3000 NEW ENGLAND PUBLIC MEDIA INC 44 HAMPDEN STREET SPRINGFIELD MA 01103 PC GENERAL SUPPORT 75000 NORTHAMPTON SURVIVAL CENTER INC 265 PROSPECT STREET NORTHAMPTON MA 01060 PC GENERAL OPERATING 10000 OCEAN CONSERVANCY 1300 19TH STREET NW FLOOR 8 WASHINGTON DC 20036 PC GENERAL SUPPORT 5000 ORION SOCIETY INC 187 MAIN STREET GREAT BARRINGTON MA 01230 PC TO SUPPORT ORION MAGAZINE 1500 OXFAM AMERICA 77 NORTH WASHINGTON STREET SUITE 500 BOSTON MA 02114 PC GENERAL SUPPORT 5000 OXMOOR FARM FOUNDATION INC 720 OXMOOR AVENUE LOUISVILLE KY 40222 PC DESIGNATED TO SUPPORT MUSEUM EDUCATION AND OUTREACH 30000 PASCOMMUCK CONSERVATION TRUST INC PO BOX 806 EASTHAMPTON MA 01027 PC GENERAL SUPPORT 2000 PIONEER VALLEY HABITAT FOR HUMANITY INC PO BOX 60642 FLORENCE MA 01062 PC GENERAL SUPPORT 5000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 20090 PC GENERAL OPERATING 10000 PLANNED PARENTHOOD INTERNATIONAL PO BOX 33787 WASHINGTON DC 20033 PC INTERNATIONAL PLANNED PARENTHOOD FEDERATION/ WESTERN HEMISPHERE REGION 5000 PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC 1055 COMMONWEALTH AVENUE BOSTON MA 02215 PC GENERAL SUPPORT 5000 PROJECT HOPE 1101 CONNECTICUT AVENUE NW SUITE 500 WASHINGTON DC 20036 PC GENERAL SUPPORT 5000 RAINFOREST ACTION NETWORK PO BOX 30 ROSEVILLE CA 95678 PC GENERAL SUPPORT 5000 RED CLOUD INDIAN SCHOOL 100 MISSION DRIVE PINE RIDGE SD 57770 PC GENERAL SUPPORT 5000 RED CLOUD RENEWABLE 2868 STORM VIEW COURT TIMNATH CO 80547 PC GENERAL SUPPORT 5000 REPAIRERS OF THE BREACH INC PO BOX 1638 GOLDSBORO NC 27533 PC GENERAL SUPPORT 5000 SERVICENET INC 21 OLANDER DRIVE NORTHAMPTON MA 01060 PC GENERAL SUPPORT 5000 SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC 1226 VERMONT AVENUE NW WASHINGTON DC 20005 PC GENERAL SUPPORT 2000 SOCIETY OF SAINT JOHN THE EVANGELIST 980 MEMORIAL DRIVE CAMBRIDGE MA 02138 PC GENERAL OPERATING FUND 5000 SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP INC 649 STATE STREET SPRINGFIELD MA 01109 PC GENERAL OPERATING 1500 SOUTHERN POVERTY LAW CENTER INC PO BOX 8952 TOPEKA KS 66608 PC GENERAL SUPPORT 50000 SPRINGFIELD RESCUE MISSION 10 MILL STREET PO BOX 9045 SPRINGFIELD MA 01102 PC GENERAL SUPPORT 5000 ST BONAVENTURE INDIAN MISSION & SCHOOL PO BOX 610 THOREAU NM 87323 PC GENERAL SUPPORT 5000 ST JOSEPH'S INDIAN SCHOOL PO BOX 100 1301 NORTH MAIN STREET CHAMBERLAIN SD 57325 PC GENERAL SUPPORT 5000 SUNRISE MOVEMENT EDUCATION FUND 712 H STREET NE UNIT 626 WASHINGTON DC 20002 PC GENERAL SUPPORT 20000 THE BTS CENTER 97 INDIA STREET PORTLAND ME 04101 PC SPECIAL GIFT INTENDED TO FULFILL A 3-YR PLEDGE 25000 THE CLIMATE REALITY PROJECT 555 12TH STREET NW SUITE 350 WASHINGTON DC 20004 PC GENERAL SUPPORT 5000 THE EPISCOPAL CHURCH PO BOX 958983 ST LOUIS MO 63195 PC GENERAL SUPPORT 5000 THE FOOD BANK OF WESTERN MASSACHUSETTS INC 25 CAREW STREET CHICOPOEE MA 01020 PC GENERAL SUPPORT 50000 THE TRUST FOR PUBLIC LAND 6 BEACON STREET SUITE 615 BOSTON MA 02108 PC FOR PROJECTS IN WESTERN MASSACHUSETTS 10000 THE TRUSTEES OF THE RESERVATIONS 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 PC FOR WORK IN WESTERN MASSACHUSETTS 5000 THE WILDERNESS SOCIETY 1801 PENNSYLVANIA AVE NW SUITE 200 WASHINGTON DC 20006 PC GENERAL SUPPORT 10000 THIRD ACT EDUCATION FUND INC PO BOX 505 NASSAU NY 12123 PC GENERAL SUPPORT 10000 UNION OF CONCERNED SCIENTISTS INC TWO BRATTLE SQUARE SUITE 6 CAMBRIDGE MA 02138 PC GENERAL SUPPORT 5000 UNITED NATIONAL INDIAN TRIBAL YOUTH INC 953 E JUANITA AVE SUITE C MESA AZ 85204 PC GENERAL SUPPORT 2000 UNITED NEGRO COLLEGE FUND 1805 7TH STREET NW WASHINGTON DC 20001 PC GENERAL SUPPORT 10000 UNITED WAY OF FRANKLIN & HAMPSHIRE REGION PO BOX 123 NORTHAMPTON MA 01061 PC GENERAL OPERATING 10000 UNITED WAY OF PIONEER VALLEY INC 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 PC GENERAL OPERATING SUPPORT 10000 VOORHEES UNIVERSITY PO BOX 678 DENMARK SC 29042 PC GENERAL SUPPORT 50000 WILD EARTH SOCIETY DBA WILDLANDS NETWORK PO BOX 243 SALT LAKE CITY UT 84110 PC GENERAL SUPPORT 5000 WOMEN FOR WOMEN INTERNATIONAL PO BOX 9224 CENTRAL ISLIP NY 11722 PC GENERAL SUPPORT 5000 WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE ROAD FALMOUTH MA 02540 PC GENERAL SUPPORT 10000 WORLD WILDLIFE FUND INC PO BOX 97180 WASHINGTON DC 20090 PC GENERAL SUPPORT 10000 JP Morgan Charitable Gifting Fund 165 Township Line Rd Ste 1200 Jenkintown PA 19046 PC Donor Advised Fund 277112 1535112 0 14 3 14 32850 18 213128 0 245981 0 245981 0 0 0 0 0 0 0 0 0 0 SHERBURNE & DAHL, LTD 34058 17029 0 17029 NONE 0 JP Morgan Charitable Gifting Fund 165 Township Line Rd Ste 1200 Jenkintown PA 19046 All remaining cash was contributed to a charitable gifting fund. 277112 Living Springs Foundation has terminated operations as of 12/31/25. All funds of the foundation have been distributed to 501(c)(3) charitable organizations and required operating expenses. STATE OF MN FILING FEE 25 0 0 25 EXCISE TAX 17970 0 0 0 SCHWAB MANAGEMENT FEES 5213 5213 0 0 BANK FEES 228 114 0 114 FOREIGN TAX PAID - SCHWAB 297 297 0 0