NORTHWEST AREA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST AREA FOUNDATION (EIN 41-0719221)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349100723
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T09:05:32-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410719221 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 6512249635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 PLATO BOULEVARD EAST 400 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAMYA RAUF | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6512249635 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAMYA | PersonFirstNm |
| Person Last | RAUF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $565,953,353 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,161,896 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,666,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,550,681 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $145,242,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,645,501 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $644 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,350,338 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $54,713,221 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,662,302 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $930,357 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $83,639 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $846,718 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,100,319 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $47,307 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,076,127 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $984,144 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $38,290 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $945,854 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $75,117 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $35,069 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61,254 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $65,869 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,183 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $55,174 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,819,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $774,394 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $369,523 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,057,844 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $153,484 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $114,182 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $483,782 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $515,112 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,163 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,398 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $691,937 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,296,855 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $592,379 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,349,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,440,221 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,485,539 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,046,755 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,247,529 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,395,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,440,221 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,733,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,317,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,222,081 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,189,512 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,915,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,915,432 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $585 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,372 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $585 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $585 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $150,000 | GrantsReceivableBOYAmt |
| Prepaid Expenses BOY | $141,308 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $162,353 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $162,353 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $294,185,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $336,203,188 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $336,203,188 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $86,532,636 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $105,189,990 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $105,189,990 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $104,936,171 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,321,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,321,023 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,510,419 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,207,103 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $329,486 | LandBOYAmt |
| Land EOY | $303,316 | LandEOYAmt |
| Land EOYFMV | $303,316 | LandEOYFMVAmt |
| Other Assets BOY | $17,286,664 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,857,466 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,857,466 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $512,755,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $565,953,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $565,953,353 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $438,223 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $377,325 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,793,614 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,641,496 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,147,778 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,933,638 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,379,615 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,952,459 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $493,051,098 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $541,676,600 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $10,324,294 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $10,324,294 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $503,375,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $552,000,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $512,755,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $565,953,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $503,375,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,317,225 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,308,277 | OtherIncreasesAmt |
| Subtotal | $552,000,894 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $552,000,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| GLOBAL FIXED INCOME | $18,638,102 | $17,519,466 | $1,118,636 | $1,118,636 |
| EMERGING MARKET DEBT | $9,953,056 | $14,253,898 | -$4,300,842 | -$4,300,842 |
| DIVERSIFYING STRATEGIES | $16,089,266 | $17,601,219 | -$1,511,953 | -$1,511,953 |
| DEVELOPED INTERNATIONAL EQUITY | $3,123,054 | $1,458,271 | $1,664,783 | $1,664,783 |
| LARGE & MID CAP EQUITY | $23,000,000 | $23,000,000 | $23,000,000 | |
| REAL ASSETS | $12,119,453 | $10,294,921 | $1,824,532 | $1,824,532 |
| GLOBAL EQUITY | $22,106,282 | $11,557,940 | $10,548,342 | $10,548,342 |
| CREDIT | $7,428,981 | $5,330,757 | $2,098,224 | $2,098,224 |
| EMERGING MARKET EQUITY | $216,982 | $93,741 | $123,241 | $123,241 |
| FULLER & THALER | $14,403,491 | $8,827,540 | $5,575,951 | $5,575,951 |
| PARAMETRIC | $131,923 | $3,497 | $128,426 | $128,426 |
| PRIVATE EQUITY | $12,126,255 | $5,783,102 | $6,343,153 | $6,343,153 |
| PRIVATE REAL ASSETS | $5,445,315 | $4,540,603 | $904,712 | $904,712 |
| GLOBAL CREDIT | $460,047 | $426,571 | $33,476 | $33,476 |
| CAPITAL GAINS FROM PARTNERSHIP INVESTMENT K-1S | -$6,905,180 | -$6,905,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,645,501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $698,087 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $698,087 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $698,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $577,083 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $777,083 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $78,996 | OverpaymentAmt |
| Applied To ES Tax | $78,996 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NWAF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512249635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 PLATO BOULEVARD EAST 400 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LYNDA BOURQUE MOSS | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $30,300 | $0 | $0 |
| ELISABETH BUCK | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $20,825 | $0 | $0 |
| CHERIE BUCKNER-WEBB | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $21,700 | $0 | $0 |
| DUANE CARTER | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $23,488 | $0 | $0 |
| ZACH DUCHENEAUX | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 0.10 | $1,513 | $0 | $0 |
| LIBBY HLAVKA | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $18,200 | $0 | $0 |
| JAMES LADUCER | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $16,400 | $0 | $0 |
| JOYCE LEE | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $14,000 | $0 | $0 |
| MICHELLE OSBORNE | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $18,800 | $0 | $0 |
| GEORGINA SLADE | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $16,400 | $0 | $0 |
| LARRY SNYDER | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $17,600 | $0 | $0 |
| MARIA VALANDRA | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $21,700 | $0 | $0 |
| JENNIFER WILLIAMS | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR | 3.00 | $18,800 | $0 | $0 |
| REBECCA KLEVAN | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | NON-DIRECTOR COMMITTEE MEM | 1.00 | $2,400 | $0 | $0 |
| KASHI YOSHIKAWA | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | NON-DIRECTOR COMMITTEE MEM | 1.00 | $2,400 | $0 | $0 |
| ANGIE GORDER | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | NON-DIRECTOR COMMITTEE MEM | 1.00 | $0 | $0 | $0 |
| MELISSA PELLAND | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | NON-DIRECTOR COMMITTEE MEM | 1.00 | $0 | $0 | $0 |
| KEVIN WALKER | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | PRESIDENT & SECRETARY | 40.00 | $456,183 | $68,591 | $0 |
| MILOSAVA ACAMOVIC | |||||||||
| C/O NORTHWEST AREA FOUNDATION 60 | PLATO BLVD 400 | ST PAUL | MN | 55107 | VP OF FINANCE & ADMIN/CFO | 40.00 | $229,648 | $59,179 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KARLA MILLER | ||||||||
| 60 PLATO BLVD 400 | ST PAUL | MN | 55107 | PROGRAM DIRECTOR | 40.00 | $194,328 | $54,157 | $0 |
| PAUL BACHLEITNER | ||||||||
| 60 PLATO BLVD 400 | ST PAUL | MN | 55107 | COMMUNICATIONS DIREC | 40.00 | $164,715 | $39,008 | $0 |
| KAREN APPELBAUM | ||||||||
| 60 PLATO BLVD 400 | ST PAUL | MN | 55107 | DIRECTOR OF OPERATIO | 40.00 | $145,294 | $47,084 | $0 |
| ALLI NAITHANI | ||||||||
| 60 PLATO BLVD 400 | ST PAUL | MN | 55107 | DIR. OF ORG EFFECTIV | 40.00 | $140,927 | $47,979 | $0 |
| MATT STOWELL | ||||||||
| 60 PLATO BLVD 400 | ST PAUL | MN | 55107 | CONTROLLER | 40.00 | $138,044 | $42,127 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 14 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEPC LLC | |||||
| 255 STATE STREET | BOSTON | MA | 02109 | INVESTMENT CONSULTING | $321,786 |
| FSG INC | |||||
| 179 LINCOLN ST 3RD FLOOR | BOSTON | MA | 02111 | CONSULTING SERVICES | $107,031 |
| FAEGRE DRINKER BIDDLE & REATH LLP | |||||
| 90 SOUTH 7TH STREET | MINNEAPOLIS | MN | 55402 | LEGAL SERVICES | $96,323 |
| SYNERGISTIC TRANSFORMATIONS LLC | |||||
| 9559 PINECREEK DRIVE | INDIANAPOLIS | IN | 46256 | CONSULTING SERVICES | $95,147 |
| EVOLOGY | |||||
| 1600 WEST LAKE STREET SUITE 127 | MINNEAPOLIS | MN | 55408 | CONSULTING SERVICES | $83,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ESTABLISHED IN 1934, THE NORTHWEST AREA FOUNDATION SUPPORTS GRANTEES ACROSS ITS REGION OF EIGHT STATES AND 76 NATIVE NATIONS WHO LEAD WITH COURAGE, WISDOM, AND VISION. THEY ARE ADVANCING LONG-OVERDUE CHANGE IN DEEP CONNECTION WITH THE LAND THEY INHABIT AND COMMUNITIES THEY SERVE - NATIVE AMERICANS, COMMUNITIES OF COLOR, IMMIGRANTS, REFUGEES, AND PEOPLE IN RURAL AREAS. THE ORGANIZATIONS WE SUPPORT ARE ON A JOURNEY OF BUILDING SOCIAL, RACIAL, AND ECONOMIC JUSTICE - HELPING COMMUNITIES THRIVE ON THEIR OWN TERMS.OUR GRANTEE PARTNERS HAVE BEEN DOING THIS WORK FOR DECADES. WE TRUST THEM TO LEAD THE WAY. WE LEARN FROM THEM AND SHARE LEARNING WITH FELLOW FUNDERS AND OTHERS WHO CAN SUPPORT THEIR JOURNEYS. WE CONNECT THEM TO RESOURCES, INFORMATION, AND OTHER LEADERS. | Description1Txt |
| Expenses1 | $2,738,414 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LUMMI CDFI: BUSINESS REVOLVING LOAN FUND | Description1Txt |
| Expenses1 | $150,000 | Expenses1Amt |
| Total | $150,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $527,798,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $527,799,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $527,799,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,916,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $519,882,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,994,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,994,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $698,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $698,087 | TotalTaxAmt |
| Distributable Before Adj | $25,296,027 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,094,682 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,390,709 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,390,709 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,733,068 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $150,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $88,012 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $23,971,080 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,390,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,586,268 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,596,795 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,397,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,826,939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,407,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,971,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,971,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,419,629 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,419,629 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,988,253 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,988,253 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,763,434 | ExcessFromYear3Amt |
| Excess From Year2 | $4,397,880 | ExcessFromYear2Amt |
| Excess From Year1 | $4,826,939 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (160 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN ECONOMIC DEVELOPMENT SOLUTIONS | ||||||||
| 1821 UNIVERSITY AVENUE WEST SUITE | S-145 | ST PAUL | MN | 55104 | N/A | PC | SUPPORTING AFRICAN IMMIGRANT OWNED AND MINORITY OWNED SMALL BUSINESSES | $125,000 |
| AKIING COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 46042 STATE HIGHWAY 34 | OSAGE | MN | 56570 | N/A | PC | NEW GREEN REVOLUTION | $75,000 | |
| AMALGAMATED CHARITABLE FOUNDATION | ||||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | NATIVE WOMXN SUPPORTING NATIVE WOMXN AND GIRLS BRINGING HEALING TO OUR COMMUNITIES | $100,000 | |
| AMERICAN INDIAN COMMUNITY HOUSING ORGANIZATION | ||||||||
| 202 WEST 2ND STREET | DULUTH | MN | 55802 | N/A | PC | INDIGENOUS ECONOMIC DEVELOPMENT INITIATIVE | $125,000 | |
| AMERICAN INDIAN SCIENCE AND ENGINEERING SOCIETY | ||||||||
| 4263 MONTGOMERY BOULEVARD NE SUITE | 200 | ALBUQUERQUE | NM | 87109 | N/A | PC | COLLEGE AND CAREER READINESS IN STEM | $100,000 |
| APPETITE FOR CHANGE INC | ||||||||
| 1200 WEST BROADWAY AVENUE 180 | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL OPERATING SUPPORT | $175,000 | |
| ASIAN AMERICAN-PACIFIC ISLANDERS IN PHILANTHROPY | ||||||||
| 300 FRANK H OGAWA PLAZA SUITE 256 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ASIAN AMERICAN-PACIFIC ISLANDERS IN PHILANTHROPY | ||||||||
| 300 FRANK H OGAWA PLAZA SUITE 256 | OAKLAND | CA | 94612 | N/A | PC | SPONSORSHIP | $10,000 | |
| ASSET FUNDERS NETWORK | ||||||||
| 2045 WEST GRAND AVENUE SUITE B | 50387 | CHICAGO | IL | 60612 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC | ||||||||
| 55 EXCHANGE PLACE 4TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BLACK HILLS COMMUNITY LOAN FUND INC | ||||||||
| 607 1/2 MT RUSHMORE ROAD SUITE 105 | RAPID CITY | SD | 57701 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| BOYS & GIRLS CLUB OF THE NORTHERN CHEYENNE NATION | ||||||||
| PO BOX 309 | LAME DEER | MT | 59043 | N/A | PC | 2021 EMPLOYEE DISCRETIONARY GRANT | $2,500 | |
| BOYS & GIRLS CLUBS OF AMERICA | ||||||||
| 1275 PEACHTREE STREET 7TH FLOOR | ATLANTA | GA | 30309 | N/A | PC | GREAT FUTURES 2025 SUPPORTING NATIVE YOUTH | $250,000 | |
| BUILD WEALTH MN INC | ||||||||
| 2100 PLYMOUTH AVENUE NORTH SUITE | 104 | MINNEAPOLIS | MN | 55411 | N/A | PC | FAMILY STABILIZATION PLAN PROGRAM | $300,000 |
| BUILD WEALTH MN INC | ||||||||
| 2100 PLYMOUTH AVENUE NORTH SUITE | 104 | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL OPERATING SUPPORT FOR CRISIS RESPONSE EFFORTS | $25,000 |
| BYRD BARR PLACE | ||||||||
| 722 18TH AVENUE | SEATTLE | WA | 98122 | N/A | PC | BIPOC EXECUTIVE DIRECTORS COALITION OF WASHINGTON STATE | $125,000 | |
| BYRD BARR PLACE | ||||||||
| 722 18TH AVENUE | SEATTLE | WA | 98122 | N/A | PC | GENERAL OPERATING SUPPORT: BUILDING CAPACITY | $250,000 | |
| CANKDESKA CIKANA COMMUNITY COLLEGE | ||||||||
| PO BOX 269 | FORT TOTTEN | ND | 58335 | N/A | PC | COMPREHENSIVE CAREER LIFE SKILLS PROGRAM | $93,235 | |
| CAPACES LEADERSHIP INSTITUTE | ||||||||
| 356 YOUNG STREET | WOODBURN | OR | 97071 | N/A | PC | ALIANZA PODER COMMMUNITY WEALTH BUILDING PROJECT | $150,000 | |
| CAPI USA | ||||||||
| 5930 BROOKLYN BOULEVARD | BROOKLYN CENTER | MN | 55429 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| CENTRO DE TRABAJADORES UNIDOS EN LA LUCHA | ||||||||
| 3715 CHICAGO AVENUE SOUTH | MINNEAPOLIS | MN | 55407 | N/A | PC | SPONSORSHIP | $1,000 | |
| CENTRO LATINO OF IOWA | ||||||||
| 300 WEST BROADWAY SUITE 40 | COUNCIL BLUFFS | IA | 51503 | N/A | PC | 2021-2022 IOWA SPANISH HELPLINE OPERATING SUPPORT | $85,000 | |
| CHEYENNE RIVER YOUTH PROJECT | ||||||||
| PO BOX 410 | EAGLE BUTTE | SD | 57625 | N/A | PC | GENERAL OPERATING SUPPORT FOR COVID-19 RELIEF | $25,000 | |
| CHIEF JOSEPH FOUNDATION | ||||||||
| PO BOX 143 | LAPWAI | ID | 83540 | N/A | PC | GENERAL OPERATING SUPPORT FOR AT-RISK NATIVE AND AREA YOUTH | $75,000 | |
| CHIEF SEATTLE CLUB | ||||||||
| 410 2ND AVENUE EXTENSION SOUTH | SEATTLE | WA | 98104 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| COALITION OF ASIAN AMERICAN LEADERS | ||||||||
| 941 LAFOND AVENUE SUITE 205 | ST PAUL | MN | 55104 | N/A | PC | INFRASTRUCTURE DEVELOPMENT | $35,000 | |
| COEUR D'ALENE TRIBE DEPARTMENT OF EDUCATION | ||||||||
| PO BOX 408 | PLUMMER | ID | 83851 | N/A | GOV | COEUR D'ALENE TRIBE WORKFORCE ADVANCEMENT PROJECT | $76,000 | |
| COLECTIVA LEGAL DEL PUEBLO | ||||||||
| 14249 AMBAUM BOULEVARD SW | BURIEN | WA | 98166 | N/A | PC | FISCAL SPONSOR FOR WASHINGTON IMMIGRANT SOLIDARITY NETWORK | $150,000 | |
| COMMUNITY LENDINGWORKS | ||||||||
| 212 MAIN STREET | SPRINGFIELD | OR | 97477 | N/A | SO | EQUITABLE SMALL BUSINESS RECOVERY IN OREGON | $100,000 | |
| COMUNIDADES LATINAS UNIDAS EN SERVICIO (CLUES) | ||||||||
| 797 EAST 7TH STREET | ST PAUL | MN | 55106 | N/A | PC | ADVANCING EQUITY, LEADERSHIP, AND PROSPERITY IN LOW-INCOME LATINO AND IMMIGRANT COMMUNITIES | $400,000 | |
| COUNCIL ON FOUNDATIONS INC | ||||||||
| 1255 23RD STREET NW SUITE 200 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL OPERATING SUPPORT | $19,000 | |
| CRAFT3 | ||||||||
| 42 7TH STREET SUITE 100 | ASTORIA | OR | 97103 | N/A | PC | UPLIFT AMERICA FUND | $720,000 | |
| CRAFT3 | ||||||||
| 42 7TH STREET SUITE 100 | ASTORIA | OR | 97103 | N/A | PC | UPLIFT AMERICA GENERAL OPERATING SUPPORT | $50,000 | |
| DAKOTA RESOURCES | ||||||||
| 25795 475TH AVENUE | RENNER | SD | 570556547 | N/A | PC | UPLIFT AMERICA FUND | $292,000 | |
| DES MOINES AREA COMMUNITY COLLEGE FOUNDATION | ||||||||
| 2006 SOUTH ANKENY BOULEVARD | BUILDING 22 | ANKENY | IA | 500238995 | N/A | SO | EVELYN K. DAVIS (EKD) CENTER SUPPORT | $75,000 |
| ECOTRUST | ||||||||
| 721 NW 9TH AVENUE SUITE 200 | PORTLAND | OR | 97209 | N/A | PC | GREEN WORKFORCE COLLABORATIVE AND GENERAL OPERATING SUPPORT | $125,000 | |
| EMERGE COMMUNITY DEVELOPMENT | ||||||||
| 1101 WEST BROADWAY AVENUE | MINNEAPOLIS | MN | 55411 | N/A | PC | EMERGE ENTERPRISES: SUSTAINABILITY AND GROWTH | $75,000 | |
| ETHNIC MINORITIES OF BURMA ADVOCACY AND RESOURCE CENTER | ||||||||
| 2309 EUCLID AVENUE | DES MOINES | IA | 50310 | N/A | PC | BUILDING CAPACITY, SUSTAINABILITY, AND IMPACT IN A MATURING ORGANIZATION | $150,000 | |
| FIRST CHILDREN'S FINANCE | ||||||||
| 111 THIRD AVENUE SOUTH SUITE 220 | MINNEAPOLIS | MN | 55401 | N/A | PC | BUSINESS DEVELOPMENT CAPACITY-BUILDING PROJECT FOR LOW-INCOME AND RURAL CHILD CARE | $75,000 | |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 2432 MAIN STREET 2ND FLOOR | LONGMONT | CO | 80501 | N/A | PC | CHANGING NATIVE FOOD ECONOMIES | $110,814 | |
| FIRST PEOPLES FUND | ||||||||
| 706 WEST BOULEVARD | RAPID CITY | SD | 57701 | N/A | PC | GROWING A THRIVING INDIGENOUS ARTS ECOLOGY | $300,000 | |
| FOUNDATION FINANCIAL OFFICERS GROUP | ||||||||
| 19 MANTUA ROAD | MOUNT ROYAL | NJ | 08061 | N/A | PC | VICE PRESIDENTIAL GRANT | $7,500 | |
| FOUR BANDS COMMUNITY FUND INC | ||||||||
| PO BOX 932 | EAGLE BUTTE | SD | 57625 | N/A | PC | LEVERAGING STRENGTHS AND AMPLIFYING IMPACTS FOR SUSTAINABLE CHANGE | $170,000 | |
| FRIENDS OF BARBARA SCHNEIDER FOUNDATION | ||||||||
| 3400 DUPONT AVENUE SOUTH | MINNEAPOLIS | MN | 55408 | N/A | PC | WORLD INDIGENOUS PEOPLES DECADE OF WATER | $75,000 | |
| FUNDERS FOR LESBIAN AND GAY ISSUES | ||||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS INC | ||||||||
| 400 SOUTH ROBERT STREET | ST PAUL | MN | 55107 | N/A | PC | SPONSORSHIP | $6,000 | |
| GLOBAL TO LOCAL HEALTH INITIATIVE | ||||||||
| 2800 SOUTH 192ND STREET SUITE 104 | SEATAC | WA | 98188 | N/A | PC | GENERAL OPERATING SUPPORT FOR CRISIS RESPONSE EFFORTS | $50,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||
| PO BOX 1100 | SEBASTOPOL | CA | 95473 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $7,390 | |
| GRANTMAKERS OF OREGON AND S W WASHINGTON | ||||||||
| 921 SW WASHINGTON STREET SUITE 316 | PORTLAND | OR | 97205 | N/A | PC | GENERAL OPERATING SUPPORT | $3,620 | |
| GREATER MINNEAPOLIS CRISIS NURSERY | ||||||||
| 4544 4TH AVENUE SOUTH | MINNEAPOLIS | MN | 55419 | N/A | PC | VICE PRESIDENTIAL GRANT | $5,000 | |
| HEADWATERS FOUNDATION FOR JUSTICE | ||||||||
| 2801 21ST AVENUE SOUTH SUITE 132-B | MINNEAPOLIS | MN | 55407 | N/A | PC | THE TRANSFORMATION FUND & STAFF/OPERATIONS | $400,000 | |
| HISPANIC ADVOCACY AND COMMUNITY EMPOWERMENT THROUGH RESEARCH | ||||||||
| 330 HHH CENTER - UNIVERSITY OF MN | 301 19TH AVENUE SOUTH | MINNEAPOLIS | MN | 55455 | N/A | PC | RESEARCH AND ANALYSIS OF UNDOCUMENTED WORKERS IN RURAL MINNESOTA | $25,000 |
| HISPANICS IN PHILANTHROPY | ||||||||
| 414 13TH STREET SUITE 200 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOMES OF OAKRIDGE HUMAN SERVICES | ||||||||
| 1236 OAKRIDGE DRIVE | DES MOINES | IA | 50314 | N/A | PC | GENERAL OPERATING SUPPORT | $95,000 | |
| IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION | ||||||||
| 10301 NE GLISAN SREET | PORTLAND | OR | 97220 | N/A | PC | PATHWAYS FOR FINANCIAL WELLNESS FOR NEWCOMERS | $125,000 | |
| IMMIGRANT DEVELOPMENT CENTER | ||||||||
| 810 4TH AVENUE SOUTH SUITE 100 | MOORHEAD | MN | 56560 | N/A | PC | GENERAL OPERATING SUPPORT FOR INTERNATIONAL MARKET PLAZA | $125,000 | |
| IMMIGRANT DEVELOPMENT CENTER | ||||||||
| 810 4TH AVENUE SOUTH SUITE 100 | MOORHEAD | MN | 56560 | N/A | PC | BUSINESS RESILIENCY LOAN FUND FOR IMMIGRANT ENTREPRENEURS | $20,000 | |
| IMMIGRANT JUSTICE IDAHO | ||||||||
| 3775 WEST CASSIA STREET | BOISE | ID | 83705 | N/A | PC | 2021 EMPLOYEE DISCRETIONARY GRANT | $3,000 | |
| INDEPENDENT SECTOR | ||||||||
| 1602 L STREET NORTHWEST SUITE 900 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| INTERFAITH ACTION OF GREATER SAINT PAUL | ||||||||
| 1671 SUMMIT AVENUE | ST PAUL | MN | 55105 | N/A | PC | EMPOWERING COMMUNITY AND BOOSTING ECONOMIC MOBILITY THROUGH LEGAL CLINICS | $35,000 | |
| IOWA ARTS IN EDUCATION | ||||||||
| PO BOX 1576 | DES MOINES | IA | 50305 | N/A | PC | 2021 EMPLOYEE DISCRETIONARY GRANT | $5,000 | |
| IOWA COUNCIL OF FOUNDATIONS | ||||||||
| 6919 VISTA DRIVE | WEST DES MOINES | IA | 502669309 | N/A | PC | GENERAL OPERATING SUPPORT | $350 | |
| IOWA MIGRANT MOVEMENT FOR JUSTICE | ||||||||
| 2024 FOREST AVENUE | DES MOINES | IA | 50311 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| JOBS FOUNDATION | ||||||||
| 860 VANDALIA STREET | ST PAUL | MN | 55114 | N/A | PC | SCALE TECH DUMPS SOLUTIONS FOR RE-ENTRY AND CLIMATE CHANGE | $100,000 | |
| JUMA VENTURES | ||||||||
| 131 STEUART STREET SUITE 201 | SAN FRANCISCO | CA | 94105 | N/A | PC | JUMA SEATTLE YOUTHCONNECT PROGRAM | $50,000 | |
| LAKOTA YOUTH DEVELOPMENT | ||||||||
| 30122 352ND AVENUE PO BOX 277 | HERRICK | SD | 575380277 | N/A | PC | BLOOMING HONEY LODGE | $75,000 | |
| LATINO ECONOMIC DEVELOPMENT CENTER | ||||||||
| 804 MARGARET STREET | ST PAUL | MN | 55106 | N/A | PC | GENERAL OPERATING SUPPORT FOR LATINX BUSINESSES AND ENTREPRENEURS TO ENDURE AND THRIVE | $100,000 | |
| LEECH LAKE FINANCIAL SERVICES | ||||||||
| PO BOX 848 | CASS LAKE | MN | 56633 | N/A | PC | SUSTAINABILITY FUNDING | $100,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 202 WEST SUPERIOR STREET SUITE 301 | DULUTH | MN | 55802 | N/A | PC | WEALTH ENTREPRENEURSHIP AND ECONOMIC SUSTAINABILITY (WEES) IMPLEMENTATION GRANT | $125,000 | |
| LOWER PHALEN CREEK PROJECT | ||||||||
| 60 PLATO BOULEVARD EAST SUITE 400 | ST PAUL | MN | 55107 | N/A | PC | GENERAL OPERATING SUPPORT FOR CAPACITY BUILDING | $64,000 | |
| LOWER SIOUX INDIAN COMMUNITY IN THE STATE OF MINNESOTA | ||||||||
| PO BOX 308 | MORTON | MN | 56270 | N/A | GOV | INTERGENERATIONAL CULTURAL INCUBATOR PROJECT | $84,055 | |
| LUMMI COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | ||||||||
| PO BOX 1947 | FERNDALE | WA | 98248 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LUMMI COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | ||||||||
| PO BOX 1947 | FERNDALE | WA | 98248 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| MAKOCE AGRICULTURE DEVELOPMENT | ||||||||
| PO BOX 163 | PORCUPINE | SD | 57772 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| MAZASKA OWECASO OTIPI FINANCIAL INC | ||||||||
| PO BOX 1996 | PINE RIDGE | SD | 57770 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| MCKENZIE RIVER GATHERING FOUNDATION | ||||||||
| PO BOX 12489 | PORTLAND | OR | 97212 | N/A | PC | OREGON WORKERS RELIEF FUND | $150,000 | |
| METROPOLITAN ECONOMIC DEVELOPMENT ASSOCIATION | ||||||||
| 1256 PENN AVENUE NORTH SUITE 4800 | MINNEAPOLIS | MN | 55411 | N/A | PC | CATALYST COVID-19 RESPONSE: TECHNICAL ASSISTANCE FOR MINORITY ENTREPRENEURS | $75,000 | |
| MICA GROUP INC | ||||||||
| 5301 SPRINGLAKE WAY | BALTIMORE | MD | 21212 | N/A | PC | SUPPORTING TRIBAL READINESS FOR BROADBAND DEVELOPMENT IN THE NORTHWEST AREA | $50,000 | |
| MICRO ENTERPRISE SERVICES OF OREGON | ||||||||
| 4008 NE MARTIN LUTHER KING JR | BOULEVARD | PORTLAND | OR | 97212 | N/A | PC | CREATE SYSTEM CHANGE AND EMPOWER MINORITY ENTREPRENEURS TO DRIVE ECONOMIC RECOVERY | $100,000 |
| MIGIZI COMMUNICATIONS INC | ||||||||
| 3017 27TH AVENUE SOUTH | MINNEAPOLIS | MN | 55406 | N/A | PC | DONATION IN REMEMBRANCE OF TONY GENIA | $2,000 | |
| MIGIZI COMMUNICATIONS INC | ||||||||
| 3017 27TH AVENUE SOUTH | MINNEAPOLIS | MN | 55406 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| MINNESOTA COUNCIL ON FOUNDATIONS | ||||||||
| 800 WASHINGTON AVENUE NORTH SUITE | 703 | MINNEAPOLIS | MN | 554011167 | N/A | PC | GENERAL OPERATING SUPPORT | $22,475 |
| MISSION INVESTORS EXCHANGE | ||||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 940401498 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| MONTANA COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 229 EAST MAIN STREET | MISSOULA | MT | 59802 | N/A | PC | UPLIFT AMERICA FUND | $216,014 | |
| NACDC FINANCIAL SERVICES INC | ||||||||
| PO BOX 3029 | BROWNING | MT | 59417 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| NAKODA-AANIIIH CREDIT AGENCY | ||||||||
| 163 FOOD FARM AVENUE | HARLEM | MT | 59526 | N/A | PC | FORT BELKNAP ECONOMIC DEVELOPMENT PLAN | $80,000 | |
| NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS | ||||||||
| 910 17TH STREET NW SUITE 500 | WASHINGTON | DC | 20006 | N/A | PC | LEADING THE POST-PANDEMIC RECOVERY BY UNLEASHING THE ECONOMIC POTENTIAL OF LATINOS AND IMMIGRANTS | $250,000 | |
| NATIONAL COALITION FOR ASIAN PACIFIC AMERICAN COMMUNITY DEVELOPMENT | ||||||||
| 1825 SAN PABLO AVENUE SUITE 2 | OAKLAND | CA | 94612 | N/A | PC | AAPI COMMUNITY RESILIENCE FUND | $250,000 | |
| NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY | ||||||||
| 1900 L STREET NW SUITE 825 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| NATIONAL CONGRESS OF AMERICAN INDIANS FUND | ||||||||
| EMBASSY OF TRIBAL NATIONS 1516 P | STREET NORTHWEST | WASHINGTON | DC | 20005 | N/A | PC | SUSTAINABLE PROSPERITY INITIATIVE: TRIBAL NATIONS SECURING OUR FUTURES | $125,000 |
| NATIVE AMERICAN DEVELOPMENT CENTER | ||||||||
| 209 NORTH 24TH STREET | BISMARCK | ND | 58501 | N/A | PC | FISCAL SPONSOR FOR NATIVE, INC.: COMMUNITY NEEDS ASSESSMENT AND DEVELOPMENT OPPORTUNITIES | $100,000 | |
| NATIVE AMERICAN DEVELOPMENT CENTER | ||||||||
| 2403 EAST THAYER AVENUE | BISMARCK | ND | 58501 | N/A | PC | NATIVE AMERICAN FINANCE EQUITY PROJECT | $125,000 | |
| NATIVE AMERICAN DEVELOPMENT CENTER | ||||||||
| 2403 EAST THAYER AVENUE | BISMARCK | ND | 58501 | N/A | PC | 2021 EMPLOYEE DISCRETIONARY GRANT | $6,000 | |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | ||||||||
| 17 NORTH 26TH STREET | BILLINGS | MT | 59101 | N/A | PC | FUELING NATIVE ECONOMIC DEVELOPMENT | $150,000 | |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | ||||||||
| 17 NORTH 26TH STREET | BILLINGS | MT | 59101 | N/A | PC | CDFI CAPACITY BUILDING AND GROWTH | $60,000 | |
| NATIVE AMERICAN YOUTH AND FAMILY CENTER | ||||||||
| 5135 NE COLUMBIA BOULEVARD | PORTLAND | OR | 97218 | N/A | PC | IMPLEMENTING WEALTH BUILDING INITIATIVES FOR PORTLAND'S NATIVE COMMUNITY | $250,000 | |
| NATIVE AMERICANS IN PHILANTHROPY | ||||||||
| 1000 ALAMEDA STREET SUITE 116 | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NATIVE CDFI NETWORK INC | ||||||||
| PO BOX 77206 | WASHINGTON | SD | 20013 | N/A | PC | FUELING THE ENGINES OF NATIVE AMERICAN ECONOMIC OPPORTUNITY | $250,000 | |
| NATIVE360 LOAN FUND INC | ||||||||
| 211 WEST 3RD STREET | GRAND ISLAND | IA | 68801 | N/A | PC | "INITIATE" COVID-19 RAPID RESPONSE TECHNICAL ASSISTANCE DELIVERY | $100,000 | |
| NDN FUND | ||||||||
| 317 MAIN STREET SUITE 1 | RAPID CITY | SD | 57701 | N/A | PC | GENERAL OPERATING GRANT | $200,000 | |
| NDN FUND | ||||||||
| 317 MAIN STREET SUITE 1 | RAPID CITY | SD | 57701 | N/A | PC | LOAN LOSS RESERVE FOR RELIEF AND RESILIENCE LOANS FOR NATIVE BUSINESSES | $100,000 | |
| NEIGHBORHOOD FUNDERS GROUP | ||||||||
| 436 14TH STREET SUITE 425 | OAKLAND | CA | 94610 | N/A | PC | RACIALIZED CAPITALISM COHORT AND ANNUAL MEMBERSHIP | $7,500 | |
| NEIGHBORIMPACT | ||||||||
| 2303 SW FIRST STREET | REDMOND | OR | 977567133 | N/A | PC | FINANCIAL INCLUSION | $85,000 | |
| NEW AVENUES FOR YOUTH INC | ||||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | N/A | PC | JOB TRAINING AND EMPLOYMENT SUPPORTS FOR YOUTH EXPERIENCING HOMELESSNESS AND HOUSING INSTABILITY | $125,000 | |
| NEW VENTURE FUND | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | FISCAL SPONSOR FOR AAPI CIVIC ENGAGEMENT FUND | $250,000 | |
| NEXUS COMMUNITY PARTNERS | ||||||||
| 2314 UNIVERSITY AVENUE WEST SUITE | 18 | ST PAUL | MN | 55114 | N/A | PC | TRANSFORMING SYSTEMS THROUGH COMMUNITY WEALTH BUILDING | $250,000 |
| NIMIIPUU COMMUNITY DEVELOPMENT FUND | ||||||||
| PO BOX 114 | LAPWAI | ID | 83540 | N/A | PC | NEZ PERCE RESILIENCY AND GROWTH, POST-PANDEMIC AND BEYOND | $175,000 | |
| NIMIIPUU COMMUNITY DEVELOPMENT FUND | ||||||||
| PO BOX 114 | LAPWAI | ID | 83540 | N/A | PC | 2021 EMPLOYEE DISCRETIONARY GRANT | $3,000 | |
| NIXYAWII COMMUNITY FINANCIAL SERVICES | ||||||||
| 46440 KUSI ROAD A-3 | PENDLETON | OR | 97801 | N/A | PC | GENERAL OPERATING SUPPORT | $175,000 | |
| NONPROFIT INFORMATION NETWORKING ASSOCIATION | ||||||||
| 88 BROAD STREET 1ST FLOOR SUITE 101 | BOSTON | MA | 02110 | N/A | PC | NONPROFIT QUARTERLY ECONOMIC JUSTICE INITIATIVE | $50,000 | |
| NORTHSIDE ECONOMIC OPPORTUNITY NETWORK | ||||||||
| 1007 WEST BROADWAY AVENUE NORTH | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE GROW AND THRIVE NORTHSIDE CAMPAIGN | $250,000 | |
| NORTHWEST HEALTH FOUNDATION FUND II | ||||||||
| 221 NW SECOND AVENUE SUITE 300 | PORTLAND | OR | 97209 | N/A | PC | REIMAGINE SAFETY FUND | $50,000 | |
| NORTHWEST INDIAN COMMUNITY DEVELOPMENT CENTER | ||||||||
| 1819 BEMIDJI AVENUE NORTH | BEMIDJI | MN | 56601 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NORTHWEST NATIVE DEVELOPMENT FUND | ||||||||
| 504 FIR STREET | COULEE DAM | WA | 99116 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| NWAF EMPLOYEE MATCHING GRANT PROGRAM | ||||||||
| 60 PLATO BOULEVARD EAST SUITE 400 | ST PAUL | MN | 55107 | N/A | PC | NWAF EMPLOYEE MATCHING GRANT PROGRAM | $16,919 | |
| NWAF EMPLOYEE RECOGNITION GRANT PROGRAM | ||||||||
| 60 PLATO BOULEVARD EAST SUITE 400 | ST PAUL | MN | 55107 | N/A | PC | NWAF EMPLOYEE RECOGNITION GRANT PROGRAM | $50 | |
| NWAF EMPLOYEE VOLUNTEER MATCHING PROGRAM | ||||||||
| 60 PLATO BOULEVARD EAST SUITE 400 | ST PAUL | MN | 55107 | N/A | PC | NWAF EMPLOYEE VOLUNTEER MATCHING PROGRAM | $2,000 | |
| ONEAMERICA | ||||||||
| 1225 SOUTH WELLER STREET SUITE 430 | SEATTLE | WA | 98144 | N/A | PC | SPONSORSHIP | $5,000 | |
| ONEAMERICA | ||||||||
| 1225 SOUTH WELLER STREET SUITE 430 | SEATTLE | WA | 98144 | N/A | PC | ADVANCING RACIAL EQUITY IN KING COUNTY'S WORKFORCE DEVELOPMENT SYSTEM | $75,000 | |
| OPEN ARMS OF MINNESOTA INC | ||||||||
| 2500 BLOOMINGTON AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | N/A | PC | VICE PRESIDENTIAL GRANT | $4,000 | |
| OPPORTUNITY LINK | ||||||||
| PO BOX 80 | HAVRE | MT | 59501 | N/A | PC | MOBILIZING FOR CHANGE | $200,000 | |
| OREGON NATIVE AMERICAN CHAMBER | ||||||||
| 4445 SW BARBUR BOULEVARD SUITE 102 | PORTLAND | OR | 97239 | N/A | PC | BUILDING CAPACITY FOR SUPPORT OF NATIVE AMERICAN BUSINESS COMMUNITIES | $200,000 | |
| PEAK GRANTMAKING INC | ||||||||
| 1701 PENNSYLVANIA AVENUE NW SUITE | 200 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT | ||||||||
| PO BOX 405 | ASHLAND | MT | 59003 | N/A | PC | OPERATIONAL COSTS FOR LAUNCH OF MOBILE BEEF PROCESSING UNIT | $150,000 | |
| PHILANTHROFUND FOUNDATION | ||||||||
| PO BOX 3640 | MINNEAPOLIS | MN | 55403 | N/A | PC | PRISM PROGRAM FOR RURAL QUEER ORGANIZATIONS IN THE UPPER MIDWEST | $250,000 | |
| PHILANTHROPY NORTHWEST | ||||||||
| 2101 4TH AVENUE SUITE 650 | SEATTLE | WA | 98121 | N/A | PC | GENERAL OPERATING SUPPORT | $24,905 | |
| POTLATCH FUND | ||||||||
| 815 FIRST AVENUE PMB 308 | SEATTLE | WA | 98104 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PRIDE FOUNDATION | ||||||||
| 2014 EAST MADISON STREET SUITE 300 | SEATTLE | WA | 98122 | N/A | PC | RAPID RESPONSE FUNDING FOR LGBTQ+ COMMUNITIES IN THE NORTHWEST | $100,000 | |
| PROJECT IOWA (IOWA OPPORTUNITIES FOR WORKFORCE ADVANCEMENT) | ||||||||
| 1420 MULBERRY STREET | DES MOINES | IA | 50309 | N/A | PC | GOOD JOBS, INDIVIDUALS THRIVING ON THEIR OWN TERMS | $100,000 | |
| REGION FIVE DEVELOPMENT COMMISSION | ||||||||
| 200 1ST STREET NE SUITE 2 | STAPLES | MN | 56479 | N/A | GOV | EQUITABLE ECONOMIC ECOSYSTEMS 2.0: "NORMALIZING" THE CONVERSATION | $210,000 | |
| ROSEBUD ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| PO BOX 236 | MISSION | SD | 57555 | N/A | GOV | BUILDING CAPACITY FOR A 7GEN ORGANIZATION | $250,000 | |
| RURAL COMMUNITY DEVELOPMENT RESOURCES | ||||||||
| 24 SOUTH 3RD AVENUE | YAKIMA | WA | 98902 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| RURAL ORGANIZING PROJECT | ||||||||
| PO BOX 664 | COTTAGE GROVE | OR | 97424 | N/A | PC | ORGANIZING FOR JUSTICE ACROSS RURAL OREGON | $100,000 | |
| SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA | ||||||||
| 349 MESKWAKI ROAD | TAMA | IA | 52339 | N/A | GOV | SUPPORTING COMMUNITY AND WORKFORCE DEVELOPMENT TO BUILD A SUSTAINABLE TRIBAL ECONOMY | $160,000 | |
| SHARING OUR ROOTS | ||||||||
| 4905 315TH STREET WEST | NORTHFIELD | MN | 55057 | N/A | PC | INNOVATING RESILIENCY AND EQUITY IN THE MIDWEST | $250,000 | |
| SICANGU COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 27565 RESEARCH PARK DRIVE | MISSION | SD | 57555 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SOCIAL JUSTICE FUND NORTHWEST | ||||||||
| 1904 THIRD AVENUE SUITE 806 | SEATTLE | WA | 98101 | N/A | PC | RESOURCING AND RESTORING MOVEMENT WORK | $250,000 | |
| SOUTH DAKOTA VOICES FOR PEACE | ||||||||
| PO BOX 600 | SIOUX FALLS | SD | 57101 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| STANDING ROCK COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 181 AGENCY AVENUE PO BOX 430 | FORT YATES | ND | 58538 | N/A | PC | GENERAL OPERATING SUPPORT FOR WOAWAGLAKE - TO CARE FOR AND GIVE PROTECTION | $200,000 | |
| SUMMIT ACADEMY OIC | ||||||||
| 935 OLSON MEMORIAL HIGHWAY | MINNEAPOLIS | MN | 55405 | N/A | PC | CREATING A COMMUNITY OF WORKERS | $200,000 | |
| SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS | ||||||||
| 133 EAST DE LA GUERRA 306 | SANTA BARBARA | CA | 93101 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS | ||||||||
| 133 EAST DE LA GUERRA 306 | SANTA BARBARA | CA | 93101 | N/A | PC | NATIVE FOOD SYSTEMS LEARNING COHORT | $25,000 | |
| TAALA FUND | ||||||||
| 4471 STATE ROUTE 109 | PACIFIC BEACH | WA | 98571 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| TAKEACTION MINNESOTA EDUCATION FUND | ||||||||
| 705 RAYMOND AVENUE 100 | ST PAUL | MN | 55114 | N/A | PC | FISCAL SPONSOR FOR BLACK VISIONS COLLECTIVE: ADDRESSING ROOT CAUSES OF RACIAL AND ECONOMIC INJUSTICE IN MN | $85,000 | |
| TANKA FUND | ||||||||
| 287 WATER TOWER ROAD | KYLE | SD | 57752 | N/A | PC | GENERAL OPERATING SUPPORT FOR NATIVE BUFFALO RANCHERS BUILDING A REGENERATIVE ECONOMY | $250,000 | |
| TATANKA FUNDS INCORPORATED | ||||||||
| PO BOX 236 | MISSION | SD | 57555 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| THE DIRECTORS COUNCIL | ||||||||
| PO BOX 264 | DES MOINES | IA | 50301 | N/A | PC | ONE ECONOMY IN ACTION | $275,000 | |
| THE LATINO COMMUNITY ASSOCIATION | ||||||||
| 2445 NE DIVISION STREET 200 | BEND | OR | 97703 | N/A | PC | WORKFORCE EDUCATION AND NAVIGATOR SUPPORT TO INCREASE LATINO FAMILY INCOMES | $75,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | N/A | PC | VICE PRESIDENTIAL GRANT | $1,000 | |
| THE SEATTLE FOUNDATION | ||||||||
| 1200 FIFTH AVENUE SUITE 1300 | SEATTLE | WA | 981013151 | N/A | PC | EQUITABLE EVALUATION INITIATIVE: FRAMEWORK PRACTICE PARTNER | $50,000 | |
| THUNDER VALLEY COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 290 EMPOWERMENT DRIVE | PORCUPINE | SD | 57772 | N/A | PC | FOSTERING HEALING THROUGH LAKOTA LIFEWAYS TO PROMOTE A REIMAGINED REGENERATIVE ECONOMY | $350,000 | |
| THUNDER VALLEY COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 290 EMPOWERMENT DRIVE | PORCUPINE | SD | 57772 | N/A | PC | YOUTH CRISIS SUPPORT ON THE PINE RIDGE RESERVATION | $25,000 | |
| UJAMAA PLACE | ||||||||
| 1821 UNIVERSITY AVENUE SUITE N187 | ST PAUL | MN | 55104 | N/A | PC | GENERAL OPERATING SUPPORT: 2021 AND BEYOND | $200,000 | |
| UNITE OREGON | ||||||||
| 1390 SE 122ND AVENUE | PORTLAND | OR | 97233 | N/A | PC | BUILDING WEALTH FOR IMMIGRANTS, REFUGEES, AND BIPOC INDIVIDUALS IN URBAN AND RURAL COMMUNITIES | $125,000 | |
| VENTURES | ||||||||
| 2100 24TH AVENUE SOUTH SUITE 380 | SEATTLE | WA | 98144 | N/A | PC | EMPOWERING LOW-INCOME ENTREPRENEURS RECOVERY FROM COVID-19 TO HELP ADVANCE ECONOMIC AND RACIAL JUSTICE | $250,000 | |
| VERDE | ||||||||
| PO BOX 16850 | PORTLAND | OR | 97292 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| WARM SPRINGS COMMUNITY ACTION TEAM | ||||||||
| PO BOX 1419 | WARM SPRINGS | OR | 97761 | N/A | PC | FINANCIAL INCLUSION, ENTREPRENEURSHIP, AND WORKFORCE PROJECT | $248,202 | |
| WESTERN NATIVE VOICE | ||||||||
| 310 NORTH 27TH STREET | BILLINGS | MT | 59101 | N/A | PC | CENSUS OUTREACH IN NATIVE COMMUNITIES, ORGANIZING IN IDAHO NATIVE COMMUNITIES, AND STRATEGIC PLANNING | $100,000 | |
| YELLOW BIRD LIFE WAYS CENTER | ||||||||
| 43426 HIGHWAY 212 | LAME DEER | MT | 59043 | N/A | PC | 2021 EMPLOYEE DISCRETIONARY GRANT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,247,529 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN ECONOMIC DEVELOPMENT SOLUTIONS | ||||||||
| 1821 UNIVERSITY AVENUE WEST SUITE | S-145 | ST PAUL | MN | 55104 | N/A | PC | SUPPORTING AFRICAN IMMIGRANT OWNED AND MINORITY OWNED SMALL BUSINESSES | $250,000 |
| AMERICAN INDIAN COMMUNITY HOUSING ORGANIZATION | ||||||||
| 202 WEST 2ND STREET | DULUTH | MN | 55802 | N/A | PC | WAZHASHK AZHEGIIWE INDIGENOUS ECONOMIC DEVELOPMENT INITIATIVE | $125,000 | |
| APPETITE FOR CHANGE INC | ||||||||
| 1200 WEST BROADWAY AVENUE 180 | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| BUILD WEALTH MN INC | ||||||||
| 2100 PLYMOUTH AVENUE NORTH SUITE | 104 | MINNEAPOLIS | MN | 55411 | N/A | PC | FAMILY STABILIZATION PLAN PROGRAM | $300,000 |
| BYRD BARR PLACE | ||||||||
| 722 18TH AVENUE | SEATTLE | WA | 98122 | N/A | PC | BUILDING CAPACITY | $500,000 | |
| CAPACES LEADERSHIP INSTITUTE | ||||||||
| 356 YOUNG STREET | WOODBURN | OR | 97071 | N/A | PC | ALIANZA PODER COMMMUNITY WEALTH BUILDING PROJECT | $150,000 | |
| CHIEF JOSEPH FOUNDATION | ||||||||
| PO BOX 143 | LAPWAI | ID | 83540 | N/A | PC | GENERAL OPERATING SUPPORT FOR AT-RISK NATIVE AND AREA YOUTH | $50,000 | |
| COMMUNITY LENDINGWORKS | ||||||||
| 212 MAIN STREET | SPRINGFIELD | OR | 97477 | N/A | SO | GENERAL OPERATING SUPPORT FOR EQUITABLE SMALL BUSINESS RECOVERY IN OREGON | $200,000 | |
| ECOTRUST | ||||||||
| 721 NW 9TH AVENUE SUITE 200 | PORTLAND | OR | 97209 | N/A | PC | GREEN WORKFORCE COLLABORATIVE AND GENERAL OPERATING SUPPORT | $125,000 | |
| FIRST PEOPLES FUND | ||||||||
| 706 WEST BOULEVARD | RAPID CITY | SD | 57701 | N/A | PC | GROWING A THRIVING INDIGENOUS ARTS ECOLOGY | $600,000 | |
| FOUR BANDS COMMUNITY FUND INC | ||||||||
| PO BOX 932 | EAGLE BUTTE | SD | 57625 | N/A | PC | LEVERAGING STRENGTHS AND AMPLIFYING IMPACTS FOR SUSTAINABLE CHANGE | $330,000 | |
| IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION | ||||||||
| 10301 NE GLISAN SREET | PORTLAND | OR | 97220 | N/A | PC | PATHWAYS FOR FINANCIAL WELLNESS FOR NEWCOMERS | $125,000 | |
| IMMIGRANT DEVELOPMENT CENTER | ||||||||
| 810 4TH AVENUE SOUTH SUITE 100 | MOORHEAD | MN | 56560 | N/A | PC | GENERAL OPERATING SUPPORT FOR INTERNATIONAL MARKET PLAZA | $250,000 | |
| LAKOTA YOUTH DEVELOPMENT | ||||||||
| PO BOX 277 | HERRICK | SD | 575380277 | N/A | PC | BLOOMING HONEY LODGE | $100,000 | |
| LEECH LAKE FINANCIAL SERVICES | ||||||||
| PO BOX 848 | CASS LAKE | MN | 56633 | N/A | PC | GENERAL OPERATING SUPPORT - SUSTAINABILITY FUNDING | $200,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 202 WEST SUPERIOR STREET SUITE 301 | DULUTH | MN | 55802 | N/A | PC | WEALTH ENTREPRENEURSHIP AND ECONOMIC SUSTAINABILITY (WEES) IMPLEMENTATION GRANT | $125,000 | |
| LUMMI COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | ||||||||
| PO BOX 1947 | FERNDALE | WA | 98248 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| MAKOCE AGRICULTURE DEVELOPMENT | ||||||||
| PO BOX 163 | PORCUPINE | SD | 57772 | N/A | PC | GENERAL OPERATING SUPPORT | $90,000 | |
| NAKODA-AANIIIH CREDIT AGENCY | ||||||||
| 163 FOOD FARM AVENUE | HARLEM | MT | 59526 | N/A | PC | FORT BELKNAP ECONOMIC DEVELOPMENT PLAN | $80,000 | |
| NATIONAL CONGRESS OF AMERICAN INDIANS FUND | ||||||||
| EMBASSY OF TRIBAL NATIONS 1516 P | STREET NORTHWEST | WASHINGTON | DC | 20005 | N/A | PC | SUSTAINABLE PROSPERITY INITIATIVE: TRIBAL NATIONS SECURING OUR FUTURES | $250,000 |
| NATIVE AMERICAN DEVELOPMENT CENTER | ||||||||
| 2403 EAST THAYER AVENUE | BISMARCK | ND | 58501 | N/A | PC | NATIVE AMERICAN FINANCE EQUITY PROJECT | $250,000 | |
| NATIVE AMERICAN YOUTH AND FAMILY CENTER | ||||||||
| 5135 NE COLUMBIA BOULEVARD | PORTLAND | OR | 97218 | N/A | PC | IMPLEMENTING WEALTH BUILDING INITIATIVES FOR PORTLAND'S NATIVE COMMUNITY | $250,000 | |
| NEW AVENUES FOR YOUTH INC | ||||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | N/A | PC | JOB TRAINING AND EMPLOYMENT SUPPORTS FOR YOUTH EXPERIENCING HOMELESSNESS AND HOUSING INSTABILITY | $100,000 | |
| NIMIIPUU COMMUNITY DEVELOPMENT FUND | ||||||||
| PO BOX 114 | LAPWAI | ID | 83540 | N/A | PC | NEZ PERCE RESILIENCY AND GROWTH, POST-PANDEMIC AND BEYOND | $275,000 | |
| NIXYAWII COMMUNITY FINANCIAL SERVICES | ||||||||
| 46440 KUSI ROAD A-3 | PENDLETON | OR | 97801 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| NONPROFIT INFORMATION NETWORKING ASSOCIATION | ||||||||
| 88 BROAD STREET 1ST FLOOR SUITE 101 | BOSTON | MA | 02110 | N/A | PC | NONPROFIT QUARTERLY ECONOMIC JUSTICE INITIATIVE | $100,000 | |
| NORTHSIDE ECONOMIC OPPORTUNITY NETWORK | ||||||||
| 1007 WEST BROADWAY AVENUE NORTH | MINNEAPOLIS | MN | 55411 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE GROW AND THRIVE NORTHSIDE CAMPAIGN | $500,000 | |
| ONEAMERICA | ||||||||
| 1225 SOUTH WELLER STREET SUITE 430 | SEATTLE | WA | 98144 | N/A | PC | ADVANCING RACIAL EQUITY IN KING COUNTY'S WORKFORCE DEVELOPMENT SYSTEM | $75,000 | |
| PRIDE FOUNDATION | ||||||||
| 2014 E MADISON STREET SUITE 300 | SEATTLE | WA | 98122 | N/A | PC | RAPID RESPONSE FUNDING FOR LGBTQ+ COMMUNITIES IN THE NORTHWEST | $100,000 | |
| REGION FIVE DEVELOPMENT COMMISSION | ||||||||
| 200 1ST STREET NE SUITE 2 | STAPLES | MN | 56479 | N/A | GOV | EQUITABLE ECONOMIC ECOSYSTEMS 2.0: "NORMALIZING" THE CONVERSATION | $210,000 | |
| RURAL ORGANIZING PROJECT | ||||||||
| PO BOX 664 | COTTAGE GROVE | OR | 97424 | N/A | PC | ORGANIZING FOR JUSTICE ACROSS RURAL OREGON | $200,000 | |
| SOCIAL JUSTICE FUND NORTHWEST | ||||||||
| 1904 THIRD AVENUE SUITE 806 | SEATTLE | WA | 98101 | N/A | PC | RESOURCING AND RESTORING MOVEMENT WORK | $500,000 | |
| SOUTH DAKOTA VOICES FOR PEACE | ||||||||
| PO BOX 600 | SIOUX FALLS | SD | 57101 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| STANDING ROCK COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 430 | FORT YATES | ND | 58538 | N/A | PC | GENERAL OPERATING SUPPORT FOR "WOAWAGLAKE - TO CARE FOR AND GIVE PROTECTION" | $200,000 | |
| TATANKA FUNDS INCORPORATED | ||||||||
| PO BOX 236 | MISSION | SD | 57555 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| THE DIRECTORS COUNCIL | ||||||||
| PO BOX 264 | DES MOINES | IA | 50301 | N/A | PC | ONE ECONOMY IN ACTION | $550,000 | |
| THUNDER VALLEY COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 290 EMPOWERMENT DRIVE | PORCUPINE | SD | 57772 | N/A | PC | FOSTERING HEALING THROUGH LAKOTA LIFEWAYS TO PROMOTE A REIMAGINED REGENERATIVE ECONOMY | $700,000 | |
| UJAMAA PLACE | ||||||||
| 1821 UNIVERSITY AVENUE SUITE N187 | ST PAUL | MN | 55104 | N/A | PC | GENERAL OPERATING SUPPORT: 2021 AND BEYOND | $400,000 | |
| UNITE OREGON | ||||||||
| 1390 SE 122ND AVENUE | PORTLAND | OR | 97233 | N/A | PC | BUILDING WEALTH FOR IMMIGRANTS, REFUGEES, AND BIPOC INDIVIDUALS IN URBAN AND RURAL COMMUNITIES | $125,000 | |
| VENTURES | ||||||||
| 2100 24TH AVENUE SOUTH SUITE 380 | SEATTLE | WA | 98144 | N/A | PC | EMPOWERING LOW-INCOME ENTREPRENEURS RECOVERY FROM COVID-19 TO HELP ADVANCE ECONOMIC AND RACIAL JUSTICE | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,910,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI INTEREST | Desc |
| Related Or Exempt Function Incm | $644 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,161,896 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,550,681 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,712,577 | ExclusionAmt |
| Related Or Exempt Function Incm | $644 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,713,221 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | PROGRAM-RELATED INVESTMENTS CONSIST OF DEBT AND EQUITY POSITIONS IN ORGANIZATIONS THAT CONDUCT ACTIVITIES THAT FULFILL THE CHARITABLE PURPOSES OF THE FOUNDATION. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $65,869 | Amt |
| Net Investment Income | $11,183 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $55,174 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ZETLAND SPECIAL SITUATIONS FEEDER FUND I, LP | $6,320,281 | $6,320,281 |
| AG DLI II, L.P. | $3,044,847 | $3,044,847 |
| AG DLI III, L.P. | $4,851,903 | $4,851,903 |
| AG DLI, L.P. | $2,399,201 | $2,399,201 |
| HCAP PARTNERS III, LP | $1,040,622 | $1,040,622 |
| HCAP PARTNERS V LP | $1,125,902 | $1,125,902 |
| AG DIVERSIFIED INCOME FUND PLUS, LP | $29,822 | $29,822 |
| AG DLI IV LP | $2,368,306 | $2,368,306 |
| CASTLELAKE IV LP | $9,377,646 | $9,377,646 |
| CASTLELAKE V LP | $12,000,222 | $12,000,222 |
| HCAP PARTNERS IV, LP | $5,065,181 | $5,065,181 |
| KAYNE CREDIT OPPORTUNITIES FUND (QP) LP | $3,193,829 | $3,193,829 |
| MRP VALUE OFFSHORE FUND I LP | $4,838,457 | $4,838,457 |
| CTF CORE BOND PLUS | $13,641,197 | $13,641,197 |
| FIDELITY INTERMEDIATE TREASURY BOND INDEX FUND | $35,892,574 | $35,892,574 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KALEIDOSCOPE PRISM OFFSHORE FUND, LTD- A2U OS | $18,326,641 | $18,326,641 |
| DFA INTL SMALL CAP VALUE PORTFOLIO | $16,814,210 | $16,814,210 |
| GLOBAL EMERGING MARKETS DISCOVERY FUND | $25,953,288 | $25,953,288 |
| #REORG/ BIODELIVERY SCIENCES CASH MERGER 03-23-2022 | $153,171 | $153,171 |
| A10 NETWORKS INC | $244,555 | $244,555 |
| ACCURAY INC DEL | $148,180 | $148,180 |
| ALAUNOS THERAPEUTICS INC | $49,050 | $49,050 |
| ANDERSONS INC | $207,486 | $207,486 |
| ARLO TECHNOLOGIES INC | $244,522 | $244,522 |
| AUDACY INC | $111,358 | $111,358 |
| B RILEY FINL INC | $476,734 | $476,734 |
| BABCOCK & WILCOX ENTERPRISES INC | $200,605 | $200,605 |
| BARNES & NOBLE ED INC | $171,612 | $171,612 |
| BIG 5 SPORTING GOODS CORP | $142,100 | $142,100 |
| BOOT BARN HLDGS INC | $275,632 | $275,632 |
| BRIGHTCOVE INC | $179,821 | $179,821 |
| CARROLS RESTAURANT GROUP INC | $67,725 | $67,725 |
| CENTURY CASINOS INC | $187,572 | $187,572 |
| COMMERCIAL VEH GROUP INC | $109,938 | $109,938 |
| COMSCORE INC | $131,596 | $131,596 |
| CORNERSTONE BLDG BRANDS INC | $192,189 | $192,189 |
| CURO GROUP HLDGS CORP | $173,709 | $173,709 |
| CUTERA INC | $187,180 | $187,180 |
| DAKTRONICS INC | $88,729 | $88,729 |
| DERMTECH INC | $59,882 | $59,882 |
| DESTINATION XL GROUP INC | $97,185 | $97,185 |
| DONNELLEY FINL SOLUTIONS INC | $233,814 | $233,814 |
| DRIVE SHACK INC | $56,242 | $56,242 |
| ELEVATE CR INC | $156,044 | $156,044 |
| ENZO BIOCHEM INC | $173,019 | $173,019 |
| EVERQUOTE INC CL A | $158,166 | $158,166 |
| EXTERRAN CORP | $98,340 | $98,340 |
| FIESTA RESTAURANT GROUP INC | $102,063 | $102,063 |
| FOSSIL GROUP INC | $79,439 | $79,439 |
| FUTUREFUEL CORP | $160,058 | $160,058 |
| GENESCO INC | $174,863 | $174,863 |
| GREEN PLAINS INC | $172,410 | $172,410 |
| GROUPON INC | $79,670 | $79,670 |
| HOVNANIAN ENTERPRISES INC | $393,326 | $393,326 |
| INNOVATE CORP | $161,061 | $161,061 |
| INTERCEPT PHARMACEUTICALS INC | $151,660 | $151,660 |
| KATAPULT HLDGS INC | $112,558 | $112,558 |
| KIRKLANDS INC | $101,673 | $101,673 |
| LANDEC CORP | $160,839 | $160,839 |
| LAZYDAYS HLDGS INC | $59,881 | $59,881 |
| LIMONEIRA CO | $53,400 | $53,400 |
| LIVEONE INC | $50,726 | $50,726 |
| MAGNITE INC | $145,775 | $145,775 |
| MARINEMAX INC | $161,179 | $161,179 |
| MATADOR RES CO | $432,149 | $432,149 |
| MONARCH CASINO & RESORT INC | $153,298 | $153,298 |
| MONEYGRAM INTL INC | $243,959 | $243,959 |
| MYERS INDS INC | $168,684 | $168,684 |
| NEWPARK RES INC | $117,776 | $117,776 |
| NORDIC AMERICAN TANKERS LIMITED | $69,535 | $69,535 |
| OVERSEAS SHIPHOLDING GROUP INC | $126,956 | $126,956 |
| OWENS & MINOR INC NEW | $261,435 | $261,435 |
| PETIQ INC CL A | $180,999 | $180,999 |
| QUAD / GRAPHICS INC CL A | $95,440 | $95,440 |
| QUOTIENT TECHNOLOGY INC | $180,863 | $180,863 |
| REALNETWORKS INC | $20,675 | $20,675 |
| REGIONAL MGMT CORP | $202,834 | $202,834 |
| RYERSON HLDG CORP | $234,450 | $234,450 |
| SHIFT TECHNOLOGIES INC CL A | $63,460 | $63,460 |
| SHYFT GROUP INC | $222,559 | $222,559 |
| SURGALIGN HLDGS INC | $28,960 | $28,960 |
| TITAN INTL INC ILL | $135,630 | $135,630 |
| TITAN MACHY INC | $169,966 | $169,966 |
| TOWNSQUARE MEDIA INC CL A | $183,954 | $183,954 |
| TRAVELCENTERS AMER INC | $235,645 | $235,645 |
| TUESDAY MORNING CORP | $117,158 | $117,158 |
| UNITED INSURANCE HOLDINGS CORP | $68,138 | $68,138 |
| VERITIV CORP | $421,641 | $421,641 |
| VIANT TECHNOLOGY INC CL A | $98,845 | $98,845 |
| WISDOMTREE INVTS INC | $177,296 | $177,296 |
| MFC NEXPOINT DIVERSIFIED REAL ESTATE TR | $103,140 | $103,140 |
| BAILLIE GIFFORD ALPHA EQUITY FD CL 2 | $33,652,936 | $33,652,936 |
| VERDAD LEVERAGED COMPANY FUND, LP | $14,234,074 | $14,234,074 |
| GQG PARTNERS GLOBAL EQUITY FUND, LLC | $33,584,218 | $33,584,218 |
| FIDELITY 500 INDEX-INST PREM | $52,114,354 | $52,114,354 |
| ADAGE CAPITAL PARTNERS | $57,077,103 | $57,077,103 |
| PARAMETRIC PIOS COLLATERAL | $5,175,306 | $5,175,306 |
| FUT MAR 22 IMM CAD | $79,050 | $79,050 |
| GRANITE EQUITY, LLC | $10,168,412 | $10,168,412 |
| ADAMS STREET 2007 DIRECT FUND, LP | $1,336,625 | $1,336,625 |
| ADAMS STREET 2009 DIRECT FUND, LP | $904,084 | $904,084 |
| ADAMS STREET PARTNERSHIP 2003 NON-US FUND, LP | $250,653 | $250,653 |
| ADAMS STREET PARTNERSHIP 2003 US FUND, LP | $378,598 | $378,598 |
| ADAMS STREET PARTNERSHIP 2005 NON-US FUND, LP | $199,954 | $199,954 |
| ADAMS STREET PARTNERSHIP 2009 NON-US EMERGING MARKETS FUND, LP | $1,643,550 | $1,643,550 |
| BLACKROCK LONG TERM PRIVATE CAPITAL SCSP | $19,099,881 | $19,099,881 |
| COMMONFUND CAPITAL SECONDARY PARTNERS 2015, LP | $4,696,763 | $4,696,763 |
| COMMONFUND CAPITAL SECONDARY PARTNERS II, LP | $7,315,176 | $7,315,176 |
| GCM GROSVENOR ADVANCE FEEDER FUND, LP | $1,778,557 | $1,778,557 |
| INVEST NORTHWEST, LP | $985,251 | $985,251 |
| MULTI-ALTERNATIVE OPPORTUNITIES FUND (B), LP | $3,507,204 | $3,507,204 |
| ACHIEVE PARTNERS WORKFORCE FUND I, LP | $2,257,714 | $2,257,714 |
| SECOND ALPHA PARTNERS IV, LP | $7,864,779 | $7,864,779 |
| SOUTH DAKOTA EQUITY PARTNERS | $2,173,697 | $2,173,697 |
| STONE ARCH CAPITAL III | $2,970,024 | $2,970,024 |
| FERROGLOBE PLC COM NPV | $48,904 | $48,904 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KALEIDOSCOPE FRACTAL FUND LP - CLASS A ONSHORE NR | FMV | $14,751,078 | $14,751,078 |
| KALEIDOSCOPE SPECTRUM FUND, LP - A-1 | FMV | $9,796,990 | $9,796,990 |
| BLACKROCK TEMPUS FUND, LTD. CLASS R SH 2015 SER 1 | FMV | $739,648 | $739,648 |
| WILLIAM BLAIR MACRO ALLOCATION FUND, LLC | FMV | $7,724,256 | $7,724,256 |
| BLACKROCK EUROPEAN HEDGE FUND LIMITED | FMV | $15,522,924 | $15,522,924 |
| KINGSTOWN PARTNERS, LP | FMV | $834,227 | $834,227 |
| BOW RIVER REAL ESTATE FUND III TE FEEDER, LP | FMV | $412,245 | $412,245 |
| ALLIANCE FUND II, LP | FMV | $4,059,289 | $4,059,289 |
| CASTLELAKE AVIATION III STABLE YIELD, LP | FMV | $8,573,882 | $8,573,882 |
| COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS IX, LP | FMV | $16,661,657 | $16,661,657 |
| LES BORDES, LP | FMV | $2,385,961 | $2,385,961 |
| ROUNDSHIELD 1 CO-INVEST 1, LP | FMV | $1,409,654 | $1,409,654 |
| RS FEEDER (USD) III, LP | FMV | $4,305,962 | $4,305,962 |
| RS FEEDER (USD) IV, LP | FMV | $1,081,146 | $1,081,146 |
| RS FEEDER FUND I, LP | FMV | $111,979 | $111,979 |
| RS FEEDER FUND II LP | FMV | $6,950,125 | $6,950,125 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $2,265,826 | $2,109,262 | $156,564 | $156,564 |
| COMPUTER HARDWARE AND SOFTWARE | $448,499 | $419,748 | $28,751 | $28,751 |
| FURNITURE AND EQUIPMENT | $702,270 | $678,093 | $24,177 | $24,177 |
| MINERAL RIGHTS | $40,156 | $0 | $40,156 | $40,156 |
| WORK IN PROGRESS | $53,668 | $0 | $53,668 | $53,668 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $75,117 | LegalFeesAmt |
| Net Investment Income | $35,069 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,254 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $12,284,612 | $11,351,249 | $11,351,249 |
| ACCRUED INVESTMENT INCOME | $2,052 | $433,407 | $433,407 |
| SECURITIES SETTLEMENT RECEIVABLE | $5,000,000 | $72,810 | $72,810 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER CONTRACTED SERVICES | $443,162 | $39,175 | $362,257 |
| MARKETING & ADVERTISING SERVICES | $87,500 | $0 | $60,492 |
| COMMUNICATION SERVICES | $20,757 | $0 | $20,315 |
| POSTAGE/DELIVERY SERVICES | $1,259 | $99 | $1,155 |
| REPAIR & MAINTENANCE | $51,414 | $0 | $59,754 |
| GENERAL SUPPLIES & MATERIALS | $7,673 | $0 | $8,319 |
| SUBSCRIPTIONS & PUBLICATIONS | $4,842 | $0 | $4,922 |
| TECHNOLOGY EQUIPMENT | $16,301 | $0 | $16,253 |
| MEMBERSHIP DUES | $8,113 | $390 | $7,322 |
| INSURANCE | $50,916 | $0 | $51,590 |
| OTHER EXPENSES - PARTNERSHIPS | $0 | $4,257,191 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - PARTNERSHIPS | $5,243,406 | ||
| PRI INTEREST | $106,932 | $644 | $644 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $28,308,277 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAXES PAYABLE | $2,053,991 | $2,394,492 |
| DEFERRED LEASEHOLD INCENTIVES | $86,157 | $54,827 |
| SECURITIES SETTLEMENTS PAYABLE | $7,630 | $484,319 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $394,612 | $27,013 | $369,523 |
| INVESTMENT & AGENT FEES | $5,424,915 | $747,381 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - PARTNERSHIPS | $0 | $153,484 | $0 |
| FEDERAL EXCISE TAX | $1,057,844 | $0 | $0 |