2026-05-27T09:16:34-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990PF 2025-01-01 363416414 ERICKSON-STORK FOUNDATION AGENCY ERIC 6128176494 712 PRAIRIE ST NORTHFIELD MN 55057 JILL EWALD VICE PRESIDENT 6128176494 2026-05-21 1 STEVEN CRONK P01288895 6128764500 2026-05-21 2025 2025-03-06 01:10:19Z X 325958 X X 5293 5293 25042 143799 25042 30335 30335 0 0 0 2972 1486 1486 2590 2590 0 332 332 0 245 0 245 6139 4408 1731 14800 14800 20939 4408 16531 9396 25927 10799 114240 114240 191307 131610 211718 26996 0 0 6791 0 0 235893 245850 325958 1200 1200 0 X 187614 187614 0 0 47079 58236 234693 245850 235893 245850 234693 9396 1761 245850 0 245850 PUBLICLY TRADED SECURITIES 137389 118757 18632 18632 CAPITAL GAINS DIVIDENDS P 6410 6410 6410 25042 360 0 360 0 360 0 0 0 0 0 0 360 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A THE FOUNDATION 6128176494 712 PRAIRIE ST NORTHFIELD MN 55057 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN E ERICKSON 712 PRAIRIE ST NORTHFIELD MN 55057 PRESIDENT 0.25 0 0 0 M JILL EWALD 712 PRAIRIE ST NORTHFIELD MN 55057 VICE PRESIDENT & TREASURER 0.25 0 0 0 ANN L MERRICK 712 PRAIRIE ST NORTHFIELD MN 55057 VICE PRESIDENT & SECRETARY 0.25 0 0 0 DAVID ERICKSON 712 PRAIRIE ST NORTHFIELD MN 55057 VICE PRESIDENT 0.25 0 0 0 NONE 0 NONE 0 0 278779 35782 0 314561 0 0 314561 4718 309843 15492 15492 360 360 15132 0 15132 0 15132 16531 0 16531 15132 0 0 799 4175 5778 3731 2588 17071 16531 0 0 0 15132 1399 0 0 18470 0 0 0 0 0 0 799 17671 4175 5778 3731 2588 1399 X DAKOTA VALLEY SYMPHONY PO BOX 1241 BURNSVILLE MN 55337 N/A PC UNRESTRICTED CHARITABLE GRANT 960 ENGLISH SPRINGER RESCUE AMERICA INC 1025 ROSE CREEK DR SUITE 620-305 WOODSTOCK GA 30189 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 10065 N/A PC UNRESTRICTED CHARITABLE GRANT 1850 NORTHFIELD ARTS GUILD 304 DIVISION STREET SOUTH NORTHFIELD MN 55057 N/A PC UNRESTRICTED CHARITABLE GRANT 1700 NYU LANGONE HEALTH SYSTEM 1 PARK AVE 4TH FL NEW YORK NY 10016 N/A PC UNRESTRICTED CHARITABLE GRANT 1850 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PC UNRESTRICTED CHARITABLE GRANT 3700 SIMPSON HOUSING SERVICES 160 GLENWOOD AVENUE MINNEAPOLIS MN 55405 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH PO BOX 4777 NEW YORK NY 101634777 N/A PC UNRESTRICTED CHARITABLE GRANT 1860 VOLUNTEERS OF AMERICA INC 1660 DUKE STREET ALEXANDRIA VA 22314 N/A PC UNRESTRICTED CHARITABLE GRANT 880 14800 0 14 5293 18 25042 0 30335 0 30335 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2972 1486 1486 GOLDMAN ACTIVEBETA US LC ETF 11336 25283 ISHARES CORE MSCI EAFE ETF 18581 23975 ISHARES CORE MSCI EMERGING 7818 10889 ISHARES CORE S&P TOTAL US STOCK 39284 88322 ST STR ENERGY SEL SEC SPDR 6114 5991 VANGUARD MID-CAP ETF INDEX 10666 16833 BAIRD AGGREGATE BOND INSTL 8999 9255 DODGE & COX STOCK I 11066 12138 INVESCO DEVELOPING MKTS R6 11757 12716 PIMCO COMM REAL RET STRAT INST 5989 6316 POSTAGE 245 0 245 PRIOR PERIOD ADJUSTMENTS 1200 BROKER ADJUSTMENT TO BASIS 561 INVESTMENT FEES 2590 2590 0 FEDERAL TAX 332 332 0