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C H ROBINSON WORLDWIDE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
C H ROBINSON WORLDWIDE FOUNDATION (EIN 68-0599299)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-11
IRS object ID
202433169349102173
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-11T14:33:59-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460454087PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DORSEY & WHITNEY TRUST COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1401 EAST EIGHTH STREET SUITE 319AddressLine1Txt
CitySIOUX FALLSCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680599299EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CH ROBINSON WORLDWIDE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHROBusinessNameControlTxt
Phone6053366832PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 E 8TH ST STE 319AddressLine1Txt
CitySIOUX FALLSCityNm
State AbbreviationSDStateAbbreviationCd
ZIP571037031ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL ZWEIBOHMERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6053366832PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW C MCMILLENPreparerPersonNm
PTINP01212096PTIN
Phone6053366832PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,233,612FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$110,384InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$110,384InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$484,879DividendsRevAndExpnssAmt
Dividends Net Invst Incm$484,879DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$525,315NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,390,908GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$525,315CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,370,578TotalRevAndExpnssAmt
Total Net Invst Incm$1,120,578TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$171,828OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$68,995OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$102,833OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25,888TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,388TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,970OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$21,970OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$219,686TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,383TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$124,803TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,536,981ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,536,981ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,756,667TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,383TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,661,784TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,386,089ExcessRevenueOverExpensesAmt
Net Investment Income$1,047,195NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,870,075SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$630,729SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$630,729SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,738,480CorporateStockBOYAmt
Corporate Stock EOY$9,058,378CorporateStockEOYAmt
Corporate Stock EOYFMV$16,950,525CorporateStockEOYFMVAmt
Corporate Bonds BOY$10,006,088CorporateBondsBOYAmt
Corporate Bonds EOY$9,546,312CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,652,358CorporateBondsEOYFMVAmt
Total Assets BOY$21,614,643TotalAssetsBOYAmt
Total Assets EOY$19,235,419TotalAssetsEOYAmt
Total Assets EOYFMV$26,233,612TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$21,614,643CapitalStockBOYAmt
Capital Stock EOY$19,235,419CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,614,643TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,235,419TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,614,643TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,235,419TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,614,643TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,386,089ExcessRevenueOverExpensesAmt
Other Increases$6,865OtherIncreasesAmt
Subtotal$19,235,419SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,235,419TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$2,390,904$1,865,593$525,311$525,311
CAPITAL GAINS DIVIDENDS$4$4$4P
FieldValueIRS element (for citing)
Capital Gain Net Income$525,315CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,556InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,556SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,556TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,683EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$26,683TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$12,127OverpaymentAmt
Applied To ES Tax$12,127AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.CHROBINSON.COM/EN-US/ABOUT-US/CHROBINSON/CORPWebsiteAddressTxt
Individual With BooksDORSEY WHITNEY TRUST COMPANY LLCIndividualWithBooksNm
Phone6053366832PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 E 8TH ST STE 319AddressLine1Txt
CitySIOUX FALLSCityNm
State AbbreviationSDStateAbbreviationCd
ZIP571037031ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RACHEL SCHWALBACH
14701 CHARLSON ROADEDEN PRAIRIEMN55347PRESIDENT & DIRECTOR1.00$0$0$0
BEN CAMPBELL
14701 CHARLSON ROADEDEN PRAIRIEMN55347SECRETARY & DIRECTOR1.00$0$0$0
MICHAEL ZWEIBOHMER
14701 CHARLSON ROADEDEN PRAIRIEMN55347TREASURER & DIRECTOR1.00$0$0$0
ANGIE FREEMAN
14701 CHARLSON ROADEDEN PRAIRIEMN55347BOARD MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DORSEY & WHITNEY TRUST COMPANY LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 E 8TH ST STE 319AddressLine1Txt
CitySIOUX FALLSCityNm
State AbbreviationSDStateAbbreviationCd
ZIP571037031ZIPCd
FieldValueIRS element (for citing)
Service TypeADMINISTRATIVE, TAX & INVESTMENT MGMT.ServiceTypeTxt
Compensation$171,388CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$24,225,285AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,281,638AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,506,923TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$26,506,923AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$397,604CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,109,319NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,305,466MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,305,466MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,556TaxBasedOnInvestmentIncomeAmt
Total Tax$14,556TotalTaxAmt
Distributable Before Adj$1,290,910DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,290,910DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,290,910DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,661,784ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,661,784QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,290,910DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$632,200ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$877,674ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,842,826ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,095,966ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,423,282ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,871,948TotalExcessDistributionCyovAmt
Qualifying Distributions$3,661,784QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,290,910AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,370,874RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,242,822TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$632,200ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,610,622ExcessDistriCyovToNextYrAmt
Excess From Year4$877,674ExcessFromYear4Amt
Excess From Year3$1,842,826ExcessFromYear3Amt
Excess From Year2$1,095,966ExcessFromYear2Amt
Excess From Year1$2,423,282ExcessFromYear1Amt
Excess From Current Year$2,370,874ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
RACHEL SCHWALBACH
14701 CHARLSON ROAD SUITE 1750EDEN PRAIRIEMN553479526833432THE C.H. ROBINSON FOUNDATION IS COMMITTED TO ENSURING THAT OUR COMMUNITIES CONTINUE TO BE GREAT PLACES TO LIVE AND WORK, AND THROUGH OUR EMPLOYEE MATCH PROGRAMS AND GRANTS, WE PROVIDE PHILANTHROPIC SUPPORT TO ORGANIZATIONS IN OUR COMMUNITIES. VISIT OUR FOUNDATION GIVING PAGE AT WWW.CHROBINSON.COM/EN-US/ABOUT-US/CHROBINSON/CORPORATE-RESPONSIBILITY/FOUNDA TION/ FOR MORE INFORMATION. IF YOU HAVE ADDITIONAL QUESTIONS, PLEASE CONTACT US AT FOUNDATION@CHROBINSON.COM.ANNUALLY - MAY 1VISIT OUR FOUNDATION GIVING PAGE AT WWW.CHROBINSON.COM/EN-US/ABOUT-US/CORPORATE-RESPONSIBILITY/FOUNDATION/ FOR MORE INFORMATION.
CH ROBINSON FOUNDATION SCHOLARSHIP
ONE SCHOLARSHIP WAYSAINT PETERMN560825079311682THE C.H. ROBINSON FOUNDATION EMPLOYEE SCHOLARSHIP PROGRAM PROVIDES ASSISTANCE TO EMPLOYEES OF C.H. ROBINSON AND THEIR CHILDREN FOR UNDERGRADUATE STUDY. COMPLETE PROGRAM ELIGIBILITY AND APPLICATION INFORMATION IS AVAILABLE ON SCHOLARSHIP AMERICA'S WEBSITE AT HTTP://SMS.SCHOLARSHIPAMERICA.ORG/CHROBINSON-EMPLOYEE/. IF YOU HAVE ADDITIONAL QUESTIONS, PLEASE CONTACT US AT FOUNDATION@CHROBINSON.COM.ANNUALLY - FEBRUARY 15VISIT SCHOLARSHIP AMERICA'S WEBSITE AT HTTP://SMS.SCHOLARSHIPAMERICA.ORG/CHROBINSON-EMPLOYEE/ FOR MORE INFORMATION.
CH ROBINSON FOUNDATION SCHOLARSHIP
ONE SCHOLARSHIP WAYSAINT PETERMN560825079311682THE C.H. ROBINSON FOUNDATION TRUCKLOAD CONTRACT CARRIER SCHOLARSHIP PROGRAM PROVIDES ASSISTANCE TO EMPLOYEES OF TRUCKLOAD CONTRACT CARRIERS AND THEIR CHILDREN FOR UNDERGRADUATE STUDY. COMPLETE PROGRAM ELIGIBILITY AND APPLICATION INFORMATION IS AVAILABLE ON SCHOLARSHIP AMERICA'S WEBSITE AT HTTP://SMS.SCHOLARSHIPAMERICA.ORG/CHROBINSON-CARRIER/. IF YOU HAVE ADDITIONAL QUESTIONS, PLEASE CONTACT US AT FOUNDATION@CHROBINSON.COM.ANNUALLY - FEBRUARY 15VISIT SCHOLARSHIP AMERICA'S WEBSITE AT HTTP://SMS.SCHOLARSHIPAMERICA.ORG/CHROBINSON-CARRIER/ FOR MORE INFORMATION.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
AMERICAN NATIONAL RED CROSS
431 18TH ST NWWASHINGTONDC20006N/APCMN AND DAKOTAS REGION - DISASTER RESPONSE$35,000
ANN ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
225 E CHICAGO AVE 282CHICAGOIL60611N/APCGENERAL OPERATING FUND$26,200
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158N/APCGENERAL OPERATING FUND$3,000
ATLANTA LAB RESCUE INC
787 CRESTRIDGE DR NEATLANTAGA30306N/APCGENERAL OPERATING FUND$3,000
AWESOME FOUNDATION
303 E WACKER DR STE 315CHICAGOIL60601N/APCGENERAL OPERATING FUND$50,000
BOYCE L ANSLEY SCHOOL INC
120 RALPH MCGILL BLVD NE BLDG 3B1ATLANTAGA30308N/APCGENERAL OPERATING FUND$3,000
BOYS AND GIRLS CLUBS OF THE TWIN CITIES
690 JACKSON STREETST PAULMN55130N/APCGENERAL OPERATING FUND$5,000
BREAKTHROUGH ATLANTA INC
4075 PACES FERRY RD NWATLANTAGA30327N/ASO IFUND A SCHOLAR PROGRAM$5,000
BRIDGING
201 W 87TH STBLOOMINGTONMN55420N/APCGENERAL OPERATING FUND$5,000
CATHERINE COOK SCHOOL
226 W SCHILLER STCHICAGOIL60610N/APCGENERAL OPERATING FUND$12,500
CC UNITED SOCCER CLUB INC
7801 PARK DR STE FCHANHASSENMN55317N/APCGENERAL OPERATING FUND$5,000
CENTER FOR ECONOMIC INCLUSION
370 WABASHA ST NORTH STE 900ST PAULMN55102N/APCGENERAL OPERATING FUND$150,000
CONSERVATION INTERNATIONAL FOUNDATION
2011 CRYSTAL DR STE 600ARLINGTONVA22202N/APCGENERAL OPERATING FUND$5,000
CREATEMPLS
PO BOX 8521MINNEAPOLISMN554080521N/APCGENERAL OPERATING FUND$5,000
CRISTO REY
1900 7TH ST NWST PAULMN55112N/APCCRISTO REY CORPORATE INTERNSHIP PROGRAM$47,500
CROHNS COLITIS FOUNDATION INC
733 3RD AVENUE STE 510NEW YORKNY10017N/APCGENERAL OPERATING FUND$3,000
DALIT SOLIDARITY
PO BOX 178995SAN DIEGOCA921778995N/APCGENERAL OPERATING FUND$1,000
DEPARTMENT OF PUBLIC TRANSFORMATION
726 PRENTICE STGRANITE FALLSMN56241N/APCGENERAL OPERATING FUND$10,000
DOCTORS WITHOUT BOARDERS USA INC
40 RECTOR STREET 16TH FLOORNEW YORKNY10006N/APCGENERAL OPERATING FUND$2,000
E4E RELIEF LLC
401 N TRYON ST SUITE 250CHARLOTTENC28202N/APCCH ROBINSON EMPLOYEE REFLIEF FUND$5,000
ENVIRONMENTAL INITIATIVE
807 BROADWAY STREET NE SUITE 230MINNEAPOLISMN55413N/APCGENERAL OPERATING FUND$50,000
EQUALITY NOW INC
125 MAIDEN LANE 9TH FL STE BNEW YORKNY10038N/APCGENERAL OPERATING FUND$3,750
EQUALITY PATHWAYS TO POTENTIAL
3717 COLGATE AVENUEMINNEAPOLISMN55410N/APCGENERAL OPERATING FUND$5,000
FEED MY STARVING CHILDREN
401 93RD AVE NWCOON RAPIDSMN55433N/APCGENERAL OPERATING FUND$5,000
FOR AUTISTIC KIDS FOUNDATION
1200 MILWAUKEE AVEGLENVIEWIL60025N/APCGENERAL OPERATING FUND$2,500
GARY COMER YOUTH CENTER INC
7200 S INGLESIDE AVECHICAGOIL60619N/APCGENERAL OPERATING FUND$2,500
GLOBAL IMPACT
1199 NORTH FAIRFAX ST SUITE 300ALEXANDRIAVA22314N/APCEND HUNGER FUND$5,000
GOOD 360
675 N WASHINGTON ST SUITE 330ALEXANDRIAVA22314N/APCGENERAL OPERATING FUND$35,000
GROVES LEARNING ORGANIZATION
3200 HIGHWAY 100 SST LOUIS PARKMN55416N/APCGENERAL OPERATING FUND$5,000
HAVEN HOUSING
1803 BRYANT AVE NMINNEAPOLISMN55411N/APCGENERAL OPERATING FUND$2,500
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242N/APCGENERAL OPERATING FUND$2,500
HISPANIC ALLIANCE FOR CAREER ENHANCEMENT
29 E MADISON SUITE 1105CHICAGOIL60602N/APCLATINX ERG$3,750
HOPKINS HIGH SCHOOL BASEBALL DIAMOND CLUB
2265 CAPE COD PLHOPKINSMN55305N/APCGENERAL OPERATING FUND$5,000
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND STNEW YORKNY10168N/APCGENERAL OPERATING FUND$6,000
JOYCE UPTOWN FOODSHELF
3041 FREMONT AVE SMINNEAPOLISMN55408N/APCGENERAL OPERATING FUND$1,000
LAKE TRAVIS TENNIS ASSOCIATION
PO BOX 340625AUSTINTX78734N/APCGENERAL OPERATING FUND$5,000
LEAP FOR LITERACY
PO BOX 2372PEACHTREE CITYGA30269N/APCGENERAL OPERATING FUND$3,500
LOAVES AND FISHES TOO
721 KASOTA AVE SEMINNEAPOLISMN55414N/APCGENERAL OPERATING FUND$5,000
MACPHAIL CENTER FOR MUSIC
501 S 2ND STMINNEAPOLISMN55401N/APCUP TEMPO CAMPAIGN$10,000
MAKE-A-WISH FOUNDATION OF MINNESOTA
1919 UNIVERSITY AVE W STE 415ST PAULMN55104N/APCGENERAL OPERATING FUND$7,500
MALALA FUND
PO BOX 73767WASHINGTONDC20056N/APCGENERAL OPERATING FUND$3,750
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE NE49-31CAMBRIDGEMA02139N/APCCENTER FOR TRANSPORTATION & LOGISTICS, MIT CLIMATE & SUSTAINABILITY CONSORTIUM GIFT FUND$60,000
METROPOLITAN ECONOMIC DEVELOPMENT ASSOCIATION
1256 PENN AVENUE NORTH SUITE 4800MINNEAPOLISMN55411N/APCGENERAL OPERATING FUND$3,000
MINNESOTA CHILDRENS MUSEUM
10 7TH ST WSAINT PAULMN55102N/APCGENERAL OPERATING FUND$15,000
MUJERES LATINAS EN ACCION INC
2124 W 21ST PLACECHICAGOIL60608N/APCGENERAL OPERATING FUND$3,750
MY VERY OWN BED
34 NE 13TH AVE STE 106MINNEAPOLISMN55413N/APCGENERAL OPERATING FUND$5,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
2829 UNIVERSITY AVE SE STE 900MINNEAPOLISMN55414N/APCUPPER MIDWEST CHAPTER$500
NATIONAL PSORIASIS FOUNDATION
6600 SW 92ND AVE STE 300PORTLANDOR97223N/APCGENERAL OPERATING FUND$3,000
NEXT GENERATION IN TRUCKING FOUNDATION
9523 US HIGHWAY 42 PO BOX 534PROSPECTKY40059N/APCGENERAL OPERATING FUND$30,000
NORTH CENTRAL MINORITY SUPPLIER DEVELOPMENT
111 3RD AVENUE S STE 240MINNEAPOLISMN55401N/APCGENERAL OPERATING FUND$50,000
ONE TREE PLANTED INC
145 PINE HAVEN SHORES ROAD 1000DSHELBURNEVT05482N/APCGENERAL OPERATING FUND$17,000
OPERATION WETVET INC
PO BOX 941892MIAMIFL33194N/APCGENERAL OPERATING FUND$5,000
OUTFRONT MINNESOTA COMMUNITY SERVICES
2446 UNIVERSITY AVE W STE 112ST PAULMN55114N/APCGENERAL OPERATING FUND$10,000
OUTLIER FUND INC
PO BOX 100192PITTSBURGHPA152330192N/APCGENERAL OPERATING FUND$2,000
PET HAVEN INC OF MINNESOTA
PO BOX 19105MINNEAPOLISMN55419N/APCPHOENIX FUND EMERGENCY MEDICAL CARE, RAINBOW FUND HOSPICE CARE$2,500
PILLSBURY UNITED COMMUNITIES
3650 FREMONT AVE NOMINNEAPOLISMN55412N/APCNORTH MARKET$50,000
PINKY SWEAR FOUNDATION
5555 WEST 78 STREET STE EEDINAMN55439N/APCGENERAL OPERATING FUND$25,000
PROJECT FOR PRIDE IN LIVING
1035 E FRANKLIN AVEMINNEAPOLISMN55404N/APCREADY FOR SUCCESS$3,000
RIDGEVIEW FOUNDATION
500 S MAPLE STWACONIAMN55387N/APCMENTAL HEALTH AND ADDICTION FUND,GENERAL OPERATING FUND$10,000
RIVER GIVER RUN
2210 COLBY DRIVEMCHENRYIL60050N/APCED REILY SCHOLARSHIP FUND, GENERAL OPERATING FUND$5,000
RUFF START RESCUE INC
12526 319TH AVENUEPRINCETONMN55371N/APCANIMAL CARE FUND$2,500
SALVATION ARMY NATIONAL CORP
615 SLATERS LNALEXANDRIAVA22314N/APCGENERAL OPERATING FUND$250
SCHOLARSHIP AMERICA INC
7900 INTERNATIONAL DR STE 500MINNEAPOLISMN55425N/APCSCHOLAR AWARDS$125,000
SECOND HARVEST HEARTLAND
7101 WINNETKA AVE NBROOKLYN PARKMN554281619N/APCGENERAL OPERATING FUND$15,000
SECONDHAND HOUNDS
5959 BAKER RD STE 390MINNETONKAMN55345N/APCGENERAL OPERATING FUND$5,000
ST CHRISTOPHER TRUCKERS DEVELOPMENT RELIEF FUND INC
PO BOX 30763KNOXVILLETN379300763N/APCGENERAL OPERATING FUND$55,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
262 DANNY THOMAS PL MSC 512MEMPHISTN38105N/APCGENERAL OPERATING FUND$2,500
STICHTING SMART FREIGHT CENTRE
N/APOFCURRICULUM FOR LEARNING ACADEMY$75,000KEIZERGRACHT 560 1017 EMAMSTERDAMNL
SUSAN G KOMEN BREAST CANCER FOUNDATION
PO BOX 660843DALLASTX752660843N/APCGENERAL OPERATING FUND$3,500
SWEET POTATO COMFORT PIE
7200 DULUTH STMINNEAPOLISMN55427N/APCGENERAL OPERATING FUND$5,000
THE BLACKBAUD GIVING FUND
6505 W PARK BLVD SUITE 306 PMB 369PLANOTX75093N/APCVARIOUS CHARITIES$1,719,031
THE BRIDGE FOR YOUTH
1111 W 22ND STMINNEAPOLISMN55405N/APCGENERAL OPERATING FUND$3,000
THE DRU PROJECT
3039 OLD FULTON PLACEBRANDONFL33510N/APCGENERAL OPERATING FUND$7,500
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DR STE 200RYE BROOKNY10573N/APCGENERAL OPERATING FUND$25,000
THE NATURE CONSERVANCY
4245 N FAIRFOX DR STE 100ARLINGTONVA22203N/APCGENERAL OPERATING FUND$10,000
THE SANNEH FOUNDATION
1276 UNIVERSITY AVENUE WST PAULMN55104N/APCGENERAL OPERATING FUND$2,000
THEATER MU
755 PRIOR AVE NORTH SUITE 107ST PAULMN55104N/APCGENERAL OPERATING FUND$7,500
THURGOOD MARSHALL COLLEGE FUND INC
901 F STREET NW SUITE 700WASHINGTONDC20004N/APCGENERAL OPERATING FUND$7,500
TODAY AND TOMORROW FOUNDATION
20 ARCHBISHOP MAY DRST LOUISMO63119N/APCGENERAL OPERATING FUND$10,000
TRUCKERS AGAINST TRAFFICKING
PO BOX 816ENGLEWOODCO80151N/APCGENERAL OPERATING FUND$75,000
UND ALUMNI ASSOCIATION & FOUNDATION
3501 UNIVERSITY AVE STOP 8157GRAND FORKSND58202N/APCFREEMAN FAMILY SCHOLARSHIP$25,000
UNION GOSPEL MISSION ASSOCIATION OF ST PAUL
376 WESTERN AVENUE NORTHSAINT PAULMN55103N/APCGENERAL OPERATING FUND$1,000
UNITED NEGRO COLLEGE FUND INC
1805 7TH ST NWWASHINGTONDC20001N/APCGENERAL OPERATING FUND$150,000
UNITED STATE ASSOCIATION FOR UNHCR
1310 L ST NW STE 450WASHINGTONDC20005N/APCTURKEY EARTHQUAKE EMERGENCY$50,000
UNIVERSITY OF COLORADO FOUNDATION
1800 N GRANT ST SUITE 725DENVERCO80203N/APCGENERAL OPERATING FUND$5,000
UNIVERSITY OF DENVER TSCI
2601 E COLORADO AVEDENVERCO80208N/APCTCSI SCHOLARSHIP FUND$5,000
UNIVERSITY OF FLORIDA FOUNDATION INC
1938 W UNIVERSITY AVENUEGAINESVILLEFL32603N/APCBEYOND THE CLASSROOM SCHOLARSHIP FUND$5,000
UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC
127 ROOSEVELT AVEEAU CLAIREWI547021208N/APCGENERAL OPERATING FUND$5,000
URBAN INITIATIVES INC
650 W LAKE SUITE 340CHICAGOIL60661N/APCGENERAL OPERATING FUND$2,500
URBAN LEAGUE TWIN CITIES
2100 PLYMOUTH AVE NORTHMINNEAPOLISMN554113675N/APCGENERAL OPERATING FUND$30,000
WALLIN EDUCATION PARTNERS
5200 WILLSON RD STE 209MINNEAPOLISMN55424N/APCWALLIN SCHOLAR$23,000
WAREHOUSE 4 GOOD
11950 PEBBLE RICK DRHOUSTONTX77077N/APCGENERAL OPERATING FUND$75,000
WOMEN IN TRUCKING ASSOCIATION FOUNDATION
1818 PARAMETER ST STE 300MIDDLETOWNWI53562N/APCGENERAL OPERATING FUND$50,000
WOMEN OF NATIONS
PO BOX 7125ST PAULMN55107N/APCGENERAL OPERATING FUND$25,000
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037N/APCGENERAL OPERATING FUND$15,000
YALE UNIVERSITY
PO BOX 2039NEW HAVENCT06521N/APCYALE CENTER FOR NATURAL CARBON CAPTURE$65,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,536,981TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$110,384ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$484,879ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$525,315ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,120,578ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,120,578TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CH ROBINSON WORLDWIDE CORPORATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line114701 CHARLSON ROADAddressLine1Txt
CityEDEN PRAIRIECityNm
State AbbreviationMNStateAbbreviationCd
ZIP553475076ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STICHTING SMART FREIGHT CENTREBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1KEIZERGRACHT 560 1017 EMAddressLine1Txt
CityAMSTERDAMCityNm
CountryNLCountryCd
FieldValueIRS element (for citing)
Grant2023-12-12GrantDt
Grant$75,000GrantAmt
Purpose Of GrantTO BE USED IN FURTHERANCE OF THE FOUNDATION'S CHARITABLE AND EDUCATIONAL PURPOSES FOR THE LEARNING ACADEMY FOR THEIR CURRICULUM ON SUSTAINABLE LOGISTICS AND CHANGE MANAGEMENT IN SUPPLY CHAIN.PurposeOfGrantTxt
Expended By Grantee$75,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee10/30/24DatesOfReportsByGranteeTxt
Verification2023-12-15VerificationDt
Results Of VerificationN/AResultsOfVerificationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (36 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMER AIRLN 14-1 A PTT 3.700% 10/01/26$260,023$245,635
ANALOG DEVICES INC 2.100% 10/01/31$298,284$255,300
BANK OF AMERICA MTN 3.500% 4/19/26$251,832$243,376
BROADRIDGE FINANCIAL SOLUTIONS INC 2.900% 12/01/29$250,876$224,086
COMCAST CORP 3.300% 2/01/27$251,086$241,182
DOMINION ENERGY SOUTH CAROLINA INC 4.35% 2/01/42$204,736$151,211
DUKE ENERGY CORP 2.65% 9/01/26$251,048$237,377
GAVILAN CA JT CMNTY CLG DIST 1.826% 8/01/28$250,000$223,427
GOLDMAN SACHS GROUP INC/THE VARIABLE 2.650% 10/21/32$400,838$333,324
JPMORGAN CHASE & CO VARIABLE 2.58% 04/22/32$254,809$211,460
MONTANA ST TXBL-REF-SER I 10/20/20 1.316% 8/01/30$175,000$142,020
MORGAN STANLEY MTN 3.625% 1/20/27$100,697$97,011
OKLAHOMA ST TURNPIKE AUTH TXBL-REF-OKLAHOMA TURNPIKE SYS 10/29/20 1.972% 1/0$249,052$206,825
PIEDMONT NATURAL GAS CO INC 4.100% 09/18/34$340,987$269,698
PIERRE SD SCH DIST #32-2 TXBL-REF 11/3/20 2.04% 8/01/33$300,000$245,943
PLEASANT GROVE TX INDEP SCH DI REF-SER B 11/15/20 1.72% 2/15/31$250,000$210,070
PPG INDUSTRIES INC 2.550% 06/15/30$261,832$217,686
PUBLIC SERVICE ELECTRIC AND GAS CO 3% 5/15/27$205,961$190,398
QUEST DIAGNOSTIC INC 4.250% 4/01/24$250,358$249,101
STATE STREET CORP 3.300% 12/16/24$499,665$491,851
SYSCO CORPORATION 3.750% 10/01/25$250,166$244,003
UNITED STATES TREASURY NOTE/BOND 1.000% 7/31/28$199,679$175,914
UNITED STATES TREASURY NOTE/BOND 0.750% 3/31/26$247,756$231,943
UNITED STATES TREASURY NOTE/BOND 0.875% 6/30/26$300,032$277,419
WOODBURY CNTY IA LAW ENFORME TXBL 10/28/20 2.735% 6/01/35$250,000$200,180
ELEVANCE HEALTH INC 2.55% 3/15/31$255,892$216,758
HP INC 4% 4/15/29$245,355$242,810
KEURIG DR PEPPER INC 4.417% 5/25/25$303,250$296,823
NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP 2.4% 3/15/30$348,422$303,723
PNC BANK NA 2.7% 10/22/29$253,254$219,145
RALPH LAUREN CORP 2.95% 6/15/30$255,032$227,240
UNITED STATES TREASURY NOTE/BOND 1.000% 12/15/24$349,768$337,519
UNITED STATES TREASURY NOTE/BOND 3.500% 9/15/25$244,434$246,317
UNITED STATES TREASURY NOTE/BOND 4.250% 9/30/24$249,785$248,720
NEXTERA ENERGY CAPITAL HOLDINGS INC 4.625% 7/15/27$245,453$249,548
VERIZON COMMUNICATIONS INC 4.329% 9/21/28$240,950$247,315

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$53,968$150,796
ALLIANT ENERGY CORP$410,944$418,095
ALPHABET INC CL C$274,054$814,575
AMAZON.COM INC$1,123,379$1,159,302
BIO-TECHNE CORP$144,520$435,182
CHARLES SCWAB CORP$133,071$176,128
DONALDSON INC$65,554$232,973
ECOLAB INC COM$129,231$545,462
ELI LILLY & CO$97,301$338,094
FASTENAL CO$104,705$390,887
FISERV INC$35,071$397,192
GENTHERM INC$19,215$31,416
GRACO INC$110,676$555,264
HB FULLER CO$147,662$278,422
HONEYWELL INTERNATIONAL INC$23,772$140,506
HORMEL FOODS CORP$207,273$256,238
JOHNSON & JOHNSON$115,040$305,643
LITTELFUSE INC$405,688$500,337
MEDTRONIC PLC$405,388$437,850
MICROSOFT CORP$660,354$1,789,950
MOTOROLA SOLUTIONS INC$155,977$344,399
NVENT ELECTRIC PLC$77,087$331,199
NVIDIA CORP$94,387$827,017
POLARIS INC$93,967$77,238
PRINCIPAL FINANCIAL GROUP$30,596$102,664
QUALCOMM INC$294,283$435,336
ROCHE HLDG LTD SPONS ADR$336,600$355,054
ROCKWELL AUTOMATION INC$157,618$242,174
SALESFORCE.COM INC$327,586$396,026
SHERWIN-WILLIAMS CO$283,895$372,721
SYSCO CORP$186,299$173,684
TARGET CORP$27,851$85,452
TENNANT CO$183,802$268,801
TORO CO$239,179$510,667
UNITEDHEALTH GROUP INC COM$324,079$937,117
US BANCORP$346,699$517,629
VISA INC$113,353$212,185
WELLS FARGO & CO$152,542$273,663
WORKIVA INC$79,600$170,570
JPMORGAN CHASE & CO$323,216$426,101
GENERAC HOLDINGS INC$91,622$53,635
ENTEGRIS INC$224,452$217,473
VERIZON COMMUNICATIONS INC$246,822$265,408

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE RE-REGISTRATION FEE$25$0$25
SCHOLARSHIP PROGRAM ADMINISTRATION FEES$19,470$0$19,470
HARDSHIP FUND ADMINISTRATION FEES$2,475$0$2,475

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX TIMING DIFFERENCESDesc
Amt$6,865Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AGENCY FEES$171,388$68,555$102,833
ADR ISSUER FEE$440$440$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ESTIMATED EXCISE TAX PAYMENTS$14,000$0$0
EXCISE TAX PAYMENT$7,500$0$0
FOREIGN TAXES$4,388$4,388$0