2025-07-09T11:46:41-05:00 2024-12-31 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 140 OAKDALE MN 55128 990 2024-01-01 411754864 THE BASILICA LANDMARK BASI 6123173400 88 N 17TH STREET MINNEAPOLIS MN 55403 DEIRDRE PALMER PRESIDENT 6123173400 2025-06-16 1 1 GEORGIA M AKINS P00950359 6516363806 2025-06-16 2024 2025-03-06 01:10:19Z DEIRDRE PALMER 88 N 17TH STREET MINNEAPOLIS MN 55403 16107607 0 X WWW.THEBASILICALANDMARK.ORG X 1993 MN THE BASILICA LANDMARK PRESERVES AND CELEBRATES THE BASILICA OF SAINT MARY (THE BASILICA) AS A RELIGIOUS AND CULTURAL SYMBOL FOR ALL PEOPLE BY SUPPORTING THE RESTORATION AND PRESERVATION OF THE BASILICA THROUGH EDUCATIONAL PROGRAMS, FUND-RAISING AND SPECIAL EVENTS, BY CELEBRATING THE BASILICA THROUGH PUBLICATIONS AND PROGRAMS THAT DOCUMENT THE HISTORY OF THE BUILDING AND THE COMMUNITY IT SERVES, AND BY ENCOURAGING THE USE OF THE BASILICA AS A CULTURAL CENTER FOR SECULAR AND LITURGICAL ARTS. 19 19 0 460 0 0 2818233 12250822 0 0 292064 628397 63449 -1158928 3173746 11720291 1081867 3469501 0 0 0 0 0 120000 739894 1029966 1434850 2111833 5024351 1061913 6695940 11183836 18250339 269463 590414 10914373 17659925 X THE BASILICA LANDMARK PRESERVES AND CELEBRATES THE BASILICA OF SAINT MARY (THE BASILICA) AS A RELIGIOUS AND CULTURAL SYMBOL FOR ALL PEOPLE BY SUPPORTING THE RESTORATION AND PRESERVATION OF THE BASILICA THROUGH EDUCATIONAL PROGRAMS, FUND-RAISING AND SPECIAL EVENTS, BY CELEBRATING THE BASILICA THROUGH PUBLICATIONS AND PROGRAMS THAT DOCUMENT THE HISTORY OF THE BUILDING AND THE COMMUNITY IT SERVES, AND BY ENCOURAGING THE USE OF THE BASILICA AS A CULTURAL CENTER FOR SECULAR AND LITURGICAL ARTS. 0 0 3744122 3469501 THE FOUNDATION GIVES GRANTS TO THE BASILICA OF SAINT MARY FOR REPAIRS AND MAINTENANCE OF THE CHURCH CAMPUS AND CAPITAL PROJECTS. IN 2024, THE MAIN PROJECTS WERE ROOF REPAIRS, ELEVATORS AND STRUCTURAL ASSESSMENT OF MASONRY. 45625 THE MAGAZINE OF THE BASILICA COMMUNITY, IS PRODUCED AND MAILED BY THE FOUNDATION ON BEHALF OF THE CHURCH. THE MAGAZINE IS EDUCATIONAL IN NATURE AS IT PROVIDES IN-DEPTH STORIES AND BEAUTIFUL PHOTOGRAPHY ABOUT THE BUILDING AND COMMUNITY SURROUNDING IT. IN 2024, TWO MAGAZINES WERE ISSUED - 16,625 MAGAZINES WERE PRINTED, 14,125 WERE MAILED AND 2,500 WERE PLACED AT THE BACK OF THE CHURCH. 16803 ARCHIVES - THE HISTORICAL COLLECTION SPANS THE MORE THAN 140-YEAR HISTORY OF THE CHURCH AND ITS FORERUNNER, IMMACULATE CONCEPTION PARISH. THE MISSION OF THE CHURCH ARCHIVES IS TO COLLECT, PRESERVE, AND MAKE AVAILABLE TO RESEARCHERS HISTORIC MATERIALS AND RECORDS RELATED TO THE CHURCH AND ITS COMMUNITY. THE LANDMARK ASSISTED IN THE ESTABLISHMENT OF PERMANENT ARCHIVES AND IN THE FUNDING OF AN ARCHIVIST FOR THE CHURCH. 3806550 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 58 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X AUDRA JOHNSON 6123173422 88 N 17TH STREET MINNEAPOLIS MN 55403 X DEIRDRE PALMER PRESIDENT 1.00 X X 0 0 0 STEVE BROWN VICE-PRESIDENT 1.00 X X 0 0 0 ROSHAN RAJKUMAR SECRETARY 1.00 X X 0 0 0 LORI HUME TREASURER 1.00 X X 0 0 0 MEADE ARSENIADIS BOARD MEMBER 1.00 X 0 0 0 PETER CRAIN BOARD MEMBER 1.00 X 0 0 0 TOM GEIGER BOARD MEMBER 1.00 X 0 0 0 REV FR DANIEL GRIFFITH BOARD MEMBER 1.00 X 0 0 0 MICHAEL JONES BOARD MEMBER 1.00 X 0 0 0 SUSAN LINK BOARD MEMBER 1.00 X 0 0 0 BRIAN MCBRIDE BOARD MEMBER 1.00 X 0 0 0 DAN MILLEA BOARD MEMBER 1.00 X 0 0 0 MONICA MURPHY BOARD MEMBER 1.00 X 0 0 0 BISHOP RICHARD PATES BOARD MEMBER 1.00 X 0 0 0 TOM PAUL BOARD MEMBER 1.00 X 0 0 0 BRIAN SEFTON BOARD MEMBER 1.00 X 0 0 0 LYDIE STASSART BOARD MEMBER 1.00 X 0 0 0 BENSON WHITNEY BOARD MEMBER 1.00 X 0 0 0 MAUREEN VISCHER BOARD MEMBER 1.00 X 0 0 0 JASON CROSS - BOARD MEMBER THRU 6/30/2024 1.00 X 0 0 0 0 0 0 0 0 0 0 THE BASILICA OF ST MARY 88 NORTH 17TH ST MINNEAPOLIS MN 55403 ADMINISTRATIVE 1007616 MA MORTENSON COMPANY PO BOX 857126 MINNEAPOLIS MN 55485 MAINTENANCE WORK 702114 LAKES CONSULTING INC 14528 147TH STREET WASECA MN 56093 CONSULTING 201039 CREATIVE FUNDRAISING ADVISORS 1041 GRAND AVENUE SUITE 225 ST PAUL MN 55105 FUNDRAISING CONSULTING 120000 4 332816 11918006 4018685 12250822 631709 631709 1570058 1573370 -3312 -3312 -3312 1655018 332816 2813946 -1158928 -1158928 11720291 0 0 -530531 3469501 3469501 1007616 257663 340484 409469 39265 39265 17018 17018 120000 120000 18778 18778 16668 9460 7208 57046 57046 56759 15893 21001 19865 17774 1065 16709 MISCELLANEOUS 83580 2311 81269 MAGAZINE 59025 45625 13400 BANK FEES 29590 29590 ARCHIVES 16803 16803 14928 14928 5024351 3806550 477907 739894 2634413 911767 157709 2414058 225941 33446 7509213 14318280 648561 564789 7999 7999 11183836 18250339 11218 36070 258245 554344 269463 590414 X 2744885 2292618 8169488 15367307 10914373 17659925 11183836 18250339 X 6695940 191279 -141667 X 0 1 X 1 0 X 1917951 3477431 638042 2818233 12250822 21102479 1917951 3477431 638042 2818233 12250822 21102479 7652431 13450048 218934 481672 323457 352204 631709 2007976 866 1920 1250 3840 7876 23118331 2918203 0.58180 0.60990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6538777 1144952 557540 211927 8029342 6103926 2500 705326 272975 6538777 6673816 2500 -290137 282253 6103926 6144309 6628 814719 291840 6673816 6044599 5064 366758 272112 6144309 0.81000 0.19000 0 0 0 X 12810528 191279 403400 514336 1109015 11701513 18778 18778 11720291 5923309 403400 514336 917736 5005573 18778 18778 5024351 PART V, LINE 4: THE LANDMARK'S INTENDED USE OF THE ENDOWMENT FUND IS, BUT NOT LIMITED TO, THE FOLLOWING FUNCTIONS OF THE CHURCH, AND OTHER BUILDINGS AND SURROUNDING REAL ESTATE OWNED, CONTROLLED OR USED BY THE PARISH: (1) RESTORATION, IMPROVEMENT AND RENOVATION, (2) ROUTINE CLEANING, REPAIR, UPKEEP AND MAINTENANCE, AND (3) DEVELOPMENT, ORGANIZATION AND EXECUTION OF EXHIBITS, RECITALS, PERFORMANCES AND OTHER DISPLAYS OF SECULAR OR LITURGICAL ARTS OF ANY KIND. THE LANDMARK'S ENDOWMENT FUNDS RECEIVE DONATIONS FROM LANDMARK SUPPORTERS. THESE AMOUNTS ARE MAINTAINED IN PERPETUITY. THE LANDMARK HAS TWO ENDOWMENTS. THE FIRST ENDOWMENT'S INVESTMENT INCOME NET OF INVESTMENT EXPENSE ON THIS PRINCIPAL IS TO BE USED FOR, BUT NOT LIMITED TO, THE FOLLOWING FUNCTIONS OF THE CHURCH, AND OTHER BUILDINGS AND SURROUNDING REAL ESTATE OWNED, CONTROLLED OR USED BY THE CHURCH:(1) RESTORATION, IMPROVEMENT AND RENOVATION, (2) ROUTINE CLEANING, REPAIR, UPKEEP AND MAINTENANCE, AND (3) DEVELOPMENT, ORGANIZATION AND EXECUTION OF EXHIBITS, RECITALS, PERFORMANCES AND OTHER DISPLAYS OF SECULAR OR LITURGICAL ARTS OF ANY KIND. THE SECOND ENDOWMENT'S INVESTMENT INCOME NET OF INVESTMENT EXPENSE ON THIS PRINCIPAL IS TO BE USED TO SUPPORT BOTH SECULAR AND SACRED MUSICAL EVENTS AT THE CHURCH AND TO INTRODUCE PEOPLE, ESPECIALLY YOUNG PEOPLE TO THE BEAUTIFUL CHURCH WHO ALSO MIGHT BECOME MEMBERS. PART X, LINE 2: U.S. GAAP REQUIRES MAANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 514,336. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 514,336. 1 CREATIVE FUNDRAISING ADVISORS 1041 GRAND AVENUE SUITE 225 ST PAUL MN 55105 ANALYSIS OF CAPITAL CAMPAIGN 0 0 0 120000 120000 MN LANDMARK SPARK 289730 119970 169760 35121 58001 13696 2245 BLOCK PARTY 1698104 212846 1485258 711387 264425 1114930 614141 1987834 332816 1655018 746508 322426 1128626 616386 2813946 -1158928 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION RECEIVED PAYMENTS FOR ANALYSIS FOR THE CHURCH'S CAPITAL CAMPAIGN THAT STARTED IN 2024. 1 THE BASILICA OF SAINT MARY 88 NORTH 17TH STREET MINNEAPOLIS MN 55403 411754864 501C3 3469501 0 GRANTS FOR ONGOING REPAIRS AND MAINTENANCE OF THE CHURCH CAMPUS AND CAPITAL PROJECTS. 1 PART I, LINE 2: THE LANDMARK MAKES GRANTS TO THE BASILICA OF SAINT MARY FOR ONGOING REPAIRS AND MAINTENANCE OF THE CHURCH CAMPUS AND CAPITAL PROJECTS. THE LANDMARK REVIEWS AND APPROVES REQUESTS FROM THE CHURCH FOR THESE ITEMS. THE LANDMARK ALSO MONITORS THAT THE GRANTS WERE SPENT FOR THE INTENDED PURPOSE. X 54 4018685 AVERAGE HIGH/LOW PRICE 0 1 1 PART I, LINE 32B: ALL STOCKS ARE RECEIVED IN AN INVESTMENT ACCOUNT ADMINISTERED BY A THIRD PARTY. ALL STOCK DONATIONS ARE SOLD UPON RECEIPT. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HAS AN ADMINISTRATIVE SERVICES AGREEMENT WITH THE BASILICA. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED TO REFLECT CHANGES IN APPOINTMENT OF ONE MEMBER TO SERVE AS EX OFFICIO MEMBER OF THE FOUNDATION AND A CHANGE IN REPRESENTATIVE ON THE FOUNDATION'S BOARD. THE BYLAWS WERE ALSO AMENDED TO REFLECT VOTING FOR BORROWING OF FUNDS FROM AN UNANIMOUS VOTE TO TWO-THIRDS OF THE TOTAL NUMBER OF VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990 IN DETAIL AND PRESENTS THE FORM 990 TO THE BOARD FOR APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THERE IS AN ANNUAL REVIEW OF ANY INTERESTS OF OFFICERS AND DIRECTORS THAT COULD HAVE A CONFLICT. WHEN A POTENTIAL CONFLICT OF INTEREST ARISES THE CONFLICT IS FULLY DISCLOSED. ADDITIONALLY, THE PERSON INVOLVED IS EXCLUDED FROM ALL DISCUSSION AND APPROVAL OF A TRANSACTION THAT HAS A POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DID NOT HAVE ANY EMPLOYEES DURING 2024. THERE WAS NO NEED TO HAVE A PROCESS FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS DUE TO THEFT -141,667. BASILICA EVENTS LLC 88 NORTH 17TH STREET MINNEAPOLIS MN 55403 454366969 HOSTS THE BLOCK PARTY MN -174615 5533 THE BASILICA LANDMARK