2019-07-01T09:56:43-05:00 2018-12-31 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 160 OAKDALE MN 55128 990 2018-01-01 412010078 THE AMERICAN CENTER FOR PHILANTHROPY INC AMER 5073214027 11 BRIDGE SQUARE NO 200 NORTHFIELD MN 55057 GREGORY A CARLSON PRESIDENT 5073214027 2019-06-26 1 CHRIS HENKE P01008921 6516363806 50.244.196.169 2019-06-26 07:44:29 CD P 79AF3C7C33658DD9674DA075AC49983E8403CA2F 7BB9CB21E56069CE7687E6BDAE8EA04B9CBD258A 2018 2019-02-21 02:37:17Z GREGORY A CARLSON 11 BRIDGE SQUARE NO 200 NORTHFIELD MN 55057 8690981 0 X WWW.AMERICANCP.ORG X 2001 MN PROMOTE PHILANTHROPY BY PROVIDING EFFECTIVE, EFFICIENT, AND FLEXIBLE MEANS FOR INDIVIDUALS TO CARRY OUT THEIR PERSONAL CHARITABLE OBJECTIVES BY UTILIZING DONOR ADVISED FUNDS. 5 4 0 5 0 0 6457567 2170677 0 0 1087099 1137089 0 0 7544666 3307766 3908635 3415536 0 0 0 0 0 0 0 199403 229219 4108038 3644755 3436628 -336989 30828729 27393176 36550 3750 30792179 27389426 PROMOTE PHILANTHROPY BY PROVIDING EFFECTIVE, EFFICIENT, AND FLEXIBLE MEANS FOR INDIVIDUALS TO CARRY OUT THEIR PERSONAL CHARITABLE OBJECTIVES BY UTILIZING DONOR ADVISED FUNDS. 0 0 3481115 3415536 THE AMERICAN CENTER FOR PHILANTHROPY PROMOTES PHILANTHROPY BY PROVIDING EFFECTIVE, EFFICIENT, AND FLEXIBLE MEANS FOR INDIVIDUALS TO CARRY OUT THEIR PERSONAL CHARITABLE OBJECTIVES BY UTILIZING DONOR ADVISED FUNDS. THE CENTER MADE 1,102 GRANTS TO CHARITABLE ORGANIZATIONS DURING 2018. 3481115 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X GREGORY A CARLSON 5073214027 11 BRIDGE SQUARE SUITE 200 NORTHFIELD MN 55057 X GREGORY A CARLSON PRESIDENT AND BOARD MEMBER 1.50 X X 0 0 0 RICHARD ESTENSON TREASURER AND BOARD MEMBER 1.20 X X 0 0 0 BLAKE ABDELLA SECRETARY AND BOARD MEMBER 1.00 X X 0 0 0 ARTHUR MONAGHAN BOARD MEMBER 1.00 X 0 0 0 MATTHEW RICH BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 CARLSON CAPITAL MANAGEMENT 11 BRIDGE SQUARE SUITE 200 NORTHFIELD MN 55057 INVESTMENT AND ADMINISTRATIVE FEES 211926 1 2170677 2015702 2170677 914975 914975 5605329 5383215 222114 222114 222114 3307766 0 0 1137089 3415536 3415536 36050 36050 12981 12981 175876 63461 112415 2169 2169 MISCELLANEOUS 2143 2118 25 3644755 3481115 163640 0 2532953 1954120 28295776 25439056 30828729 27393176 36550 3750 36550 3750 X 30792179 27389426 30792179 27389426 30828729 27393176 -336989 -3065764 0 X 0 1 X 1 0 X 3030366 3918066 3307325 6457567 2170677 18884001 3030366 3918066 3307325 6457567 2170677 18884001 1448093 17435908 570266 587826 611184 728989 914975 3413240 22297241 0.78200 0.77740 X 207 2170677 3415536 26690689 1 1 0 X 66126 -3065764 -3065764 3131890 175876 175876 3307766 3468879 0 3468879 175876 175876 3644755 PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CENTER AND RECOGNIZE A TAX LIABILITY IF THE CENTER HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE CENTER HAS ANALYZED THE TAX POSITIONS IT HAS TAKEN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 ADOPTACLASSROOMORG PO BOX 856097 MINNEAPOLIS MN 554856097 650828272 501(3) 6000 HASTINGS, MN CLASSROOMS TBD ALLINA HEALTH 2925 CHICAGO AVE MINNEAPOLIS MN 55407 363261413 501(3) 7500 2018 SPOTLIGHT FUND ASSUMPTION CHURCH 51 WEST 7TH STREET ST PAUL MN 55102 410694736 501(3) 8000 GENERAL ACCOUNT BAPTIST HEALTH RICHMOND FOUNDATION PO BOX 1600 RICHMOND KY 40476 311506378 501(3) 10000 FOUNDATION, UNRESTRICTED, CHARITABLE CAMPAIGN BEREA COLLEGE CPO 2216 EDWARDS BLDG BEREA KY 40404 610444650 501(3) 14799 GENERAL ACCOUNT BETHEL LUTHERAN CHURCH 1321 NORTH AVENUE NORTHFIELD MN 55057 416049270 501(3) 45000 GENERAL OPERATING FUND BOY SCOUTS OF AMERICA - NORTHERN STAR COUNCIL BASE CAMP 6202 BLOOMINGTON ROAD FORT SNELLING MN 55111 203000282 501(3) 8000 GENERAL ACCOUNT BRIAR CLIFF UNIVERSITY 3303 REBECCA STREET SIOUX CITY IA 51104 420707124 501(3) 8500 SAME SPECIFIC ALLOCATION AS 1/29/2016 DONATION CARNEGIE MELLON UNIVERSITY 5000 FORBES AVE GSIA 213 PITTSBURGH PA 15213 250969449 501(3) 10000 TEPPER SCHOOL'S DEAN'S DISCRETIONARY FUND CHANNEL ONE REGIONAL FOOD BANK 131 35TH ST SE ROCHESTER MN 55904 411379713 501(3) 30000 GENERAL FUND CHILDREN'S RELIEF NETWORK PO BOX 668 DEERFIELD FL 33443 770421205 501(3) 7000 GENERAL ACCOUNT CHRIST UNITED METHODIST CHURCH 400 5TH AVE SW ROCHESTER MN 55902 410693980 501(3) 12000 2018 GENERAL OPERATING BUDGET CITY OF HASTINGS 101 4TH STREET EAST HASTINGS MN 55033 416005220 501(3) 20000 CITY OF HASTINGS SIGNAGE CITY OF WABASHA 900 HIAWATHA DR E WABASHA MN 55981 411810909 501(3) 15750 SPLASH PAD ($10,000) AND HERITAGE CLOCK REPAIR ($5,750) DUNWOODY COLLEGE OF TECHNOLOGY 818 DUNWOODY BLVD MINNEAPOLIS MN 55403 410693856 501(3) 15000 "MERRY CHRISTMAS", GENERAL ACCOUNT EAGLE BROOK CHURCH 7015 20TH AVENUE CENTERVILLE MN 55038 410872884 501(3) 10000 GENERAL ACCOUNT EMMAUS BAPTIST CHURCH 712 LINDEN ST N NORTHFIELD MN 55057 411435680 501(3) 22000 GENERAL FUND, CAPITAL CAMPAIGN FAIRVIEW FOUNDATION 2344 ENERGY PARK DRIVE ST PAUL MN 55108 411573810 501(3) 36000 MS ACHIEVEMENT CENTER FIRST BAPTIST CHURCH 1108 WESTWOOD DRIVE FARIBAULT MN 55021 416028643 501(3) 26400 GENERAL ACCOUNT FIRST CONGREGATIONAL CHURCH OF ANOKA 1923 THIRD AVE S ANOKA MN 55303 410959634 501(3) 8000 GENERAL ACCOUNT FIRST UNITED METHODIST CHURCH OF RED WING 403 EAST AVENUE RED WING MN 55066 410764159 501(3) 10000 GENERAL ACCOUNT FOOTHILLS FOOD BANK PO BOX 715 CAREFREE AZ 85377 860619725 501(3) 51100 GENERAL ACCOUNT FRIENDS OF WILLOW RIVER AND KINNICKINNIC STATE PARKS 1034 CTY RD A HUDSON WI 54016 391667467 501(3) 18264 GENERAL ACCOUNT GENERAL CONFERENCE OF SEVENTH DAY ADVENTIST 12501 OLD COLUMBIA PIKE SILVER SPRINGS MD 20904 520643036 501(3) 27800 KIGSWAY COLLEGE, ECD MAXWELL ACADEMY,WEST ETHIOPIAN UNION BUILDING PROJECT GENERAL COUNCIL OF THE ASSEMBLIES OF GOD 1445 N BOONVILLE AVE SPRINGFIELD MO 65802 440577787 501(3) 8000 DBA AG WORLD MISSIONS FOR 2922367 ABRAHAMSON ($4,000) AND 275978 MCKINLEY ($4,000) GRAND CENTRAL CHARITIES DBA FIRST STEP INITIATIVE 4940 WEST 77TH ST SUITE 30 EDINA MN 55435 205147038 501(3) 15000 GENERAL ACCOUNT GRAND TRAVERSE REGIONAL LAND CONSERVANCY 3860 N LONG LAKE RD SUITE D TRAVERSE CITY MI 49684 382994229 501(3) 10000 GREEN POINT DUNES PROJECTS OR WHERE NEEDED MOST. GREENPEACE FUND 702 H STREET NW WASHINGTON DC 20001 953313195 501(3) 14799 GENERAL ACCOUNT GUARDIAN ANGELS CHURCH 217 2ND STREET WEST CHASKA MN 55318 410785167 501(3) 8500 PAVE THE WAY HASTINGS FAMILY SERVICE 301 2ND STREET EAST HASTINGS MN 55033 237083534 501(3) 35000 MARCH FOOD SHARE MATCH HASTINGS PRESCOTT AREA ARTS COUNCIL PO BOX 370 HASTINGS MN 55033 411758837 501(3) 8347 GENERAL ACCOUNT HASTINGS PUBLIC SCHOOLS 1000 WEST 11TH STREET HASTINGS MN 55033 411880438 501(3) 76500 TECHNOLOGY, SCHOLARSHIPS AND BUILDING PROJECTS HOLY FAMILY CATHOLIC HS 8108 KOCHIA LANE VICTORIA MN 55386 411848970 501(3) 52500 CC4 INVER HILLS COMMUNITY COLLEGE FOUNDATION 2500 80TH ST E INVER GROVE HEIGHTS MN 55076 411410445 501(3) 7500 GEORGE AND RUTH DOFFING CHARITABLE FUND SCHOLARSHIPS JDRF 3001 METRO DRIVE SUITE 100 BLOOMINGTON MN 55425 231907729 501(3) 10000 GENERAL ACCOUNT LIVING WORD CHRISTIAN CENTER 9201 75TH AVE N BROOKLYN PARK MN 55428 411392954 501(3) 30000 TITHES AND OFFERINGS - GENERAL LUTHER COLLEGE 700 COLLEGE DRIVE DECORAH IA 52101 420680466 501(3) 5792 GENERAL ACCOUNT LUTHER SEMINARY 2481 COMO AVE ST PAUL MN 55108 411425961 501(3) 10000 SUSTAINING FUND LEADERSHIP CIRCLE LUTHERAN CHURCH OF THE GOOD SHEPHERD 4801 FRANCE AVENUE SOUTH MINNEAPOLIS MN 55057 410744070 501(3) 9000 GENERAL OPERATING FUND MACALESTER COLLEGE 1600 GRAND AVENUE ST PAUL MN 55105 410693962 501(3) 90718 DOROTHY DODGE SCHOLARSHIP FUND MAGNUM CHORUM 3800 WEST 32ND MINNEAPOLIS MN 55416 411729332 501(3) 10000 GENERAL ACCOUNT MARQUETTE UNIVERSITY 1250 W WISCONSIN AVENUE MILWAUKEE WI 53201 390806251 501(3) 10000 2018 MARQUETTE BLUE & GOLD FUND MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(3) 15000 "MERRY CHRISTMAS", GENERAL ACCOUNT MINNEAPOLIS PATHWAYS 3115 HENNEPIN AVE S MINNEAPOLIS MN 55408 411628884 501(3) 36000 GENERAL ACCOUNT MINNESOTA OPERA 620 NORTH FIRST ST MINNEAPOLIS MN 55401 410946789 501(3) 7500 GENERAL ACCOUNT MINNESOTA PUBLIC RADIO 480 CEDAR STREET ST PAUL MN 55101 410953924 501(3) 25000 GENERAL ACCOUNT MN PRIVATE COLLEGE FUND 445 MINNESOTA ST 500 ST PAUL MN 55101 510166951 501(3) 6000 GENERAL FUND MOUNDS PARK ACADEMY 2051 LARPENTEUR AVE E ST PAUL MN 55109 411420915 501(3) 17500 CAPITAL CAMPAIGN AND THE ANNUAL FUND MT OLIVET LUTHERAN CHURCH 5025 KNOX AVE S MINNEAPOLIS MN 55419 410773766 501(3) 5400 2019 STEWARDSHIP DONATION NATIONAL EAGLE CENTER 50 PEMBROKE AVE WABASHA MN 55981 411817466 501(3) 50000 EXPANSION NAVY SPECIAL OPERATIONS FOUNDATION PO BOX 6881 VIRGINIA BEACH VA 23456 823607020 501(3) 10000 GENERAL ACCOUNT NORTHFIELD DAY CARE 300 UNION STREET NORTHFIELD MN 55057 410966426 501(3) 20000 UPCOMING FUNDRAISER NORTHFIELD UNION OF YOUTH INC PO BOX 481 NORTHFIELD MN 55057 411812234 501(3) 12500 GENERAL ACCOUNT ONLY A DIM IMAGE PRODUCTIONS 601 MAIN ST N STILLWATER MN 55082 811157243 501(3) 10000 GENERAL ACCOUNT PARK NICOLLET FOUNDATION 6500 EXCELSIOR BLVD ST LOUIS PARK MN 55426 237346465 501(3) 12000 HONOR OF KATIE TRIGGS; HOSPICE PROGRAM RN,LOVE & LEGACY CANCER CENTER EXPANSION PAWS WITH A CAUSE 4646 S DIVISION WAYLAND MI 49348 382370342 501(3) 6000 GENERAL ACCOUNT PAX CHRISTI CATHOLIC CHURCH 4135 18TH AVE NW ROCHESTER MN 55901 411532400 501(3) 28000 GENERAL ACCOUNT PRINCE OF PEACE LUTHERAN CHURCH 13901 FAIRVIEW DR BURNSVILLE MN 553372048 416043414 501(3) 15000 ONE CHURCH, GENERAL MISSION RESURRECTION UNITED METHODIST CHURCH OF HASTINGS 615 15TH ST WEST HASTINGS MN 55033 436111835 501(3) 26300 GENERAL FUND, ADULT/TEEN CHALLENGE, BUILDING RENOVATION, OUR GUEST CAMPAIGN RICE UNIVERSITY 6100 MAIN STREET HOUSTON TX 77251 741109620 501(3) 10000 GENERAL ACCOUNT- CLASS OF '67 SAINT ELIZABETH'S COMMUNITY DEVELOPMENT FOUNDATION 1200 GRANT BLVD W WABASHA MN 55981 411453829 501(3) 115000 SCHOLARSHIPS ($65,000) AND ACCESS TO MEDICAL CARE ($50,000) SAINT PATRICK PARISH 1500 VINE ST HUDSON WI 54016 390806399 501(3) 16000 2018 ANNUAL CONTRIBUTION SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 581437002 501(3) 6000 AREA MOST NEEDED SCF CIVIC AUDITORIUM 710 HWY 35 S ST CROIX FALLS WI 54024 396006361 501(3) 50000 GENERAL FUND SCHOOL SISTERS OF NOTRE DAME PO BOX 16415 ST LOUIS MO 63125 364508721 501(3) 7500 THE FOLLOWING: THIS IS A RESTRICTED GIFT FOR SSND PROVINCE OF AFRICA THAT IS TO BE DIRECTED BY SR. MARA FRUNDT. I WILL WORK WITH HER DIRECTLY TO DETERMINE HOW TO DISTRIBUTE THE GIFT SCHWAB CHARITABLE PO BOX 628298 ORLANDO FL 32862 311640316 501(3) 407379 FBO EPHESIANS 2:8-9 FUND SISTERS OF ST LOUIS LEAGUE 22300 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 953074013 501(3) 20000 GENERAL ACCOUNT SOUTH DAKOTA STATE UNIVERSITY FOUNDATION 815 MEDARY AVE STE 301 BROOKINGS SD 57007 460273801 501(3) 27395 LEEANN C. TOLK SCHOLARSHIP SOUTHWEST MINNESOTA STATE UNIVERSITY 1501 STATE ST FOUNDERS HALL 220 MARSHALL MN 56258 237108470 501(3) 27395 LEEANN C. TOLK SCHOLARSHIP FUND ST ANDREWS LUTHERAN CHURCH 900 STILLWATER ROAD MAHTOMEDI MN 55115 410880458 501(3) 16500 HOPE LIVES CAMPAIGN ST DOMINIC CHURCH 216 SPRING STREET N NORTHFIELD MN 55057 410711501 501(3) 20500 RECTORY RENEWAL PROJECT AND GENERAL ACCOUNT ST FELIX SCHOOL 130 E 3RD STREET WABASHA MN 55981 410695538 501(3) 10000 OUTDOOR PLAYGROUND ST JOHN'S LUTHERAN CHURCH 500 THIRD ST W NORTHFIELD MN 55057 411636168 501(3) 34000 2019 GENERAL FUND, 150TH ANNIVERSARY GIFT, SESQUICENTENNIAL CAPITAL CAMPAIGN ST JOSEPH THE WORKER CATHOLIC CHURCH 423 W 7TH STREET MANKATO MN 56001 410807577 501(3) 15000 ST. JOSEPH THE WORKER CAPITAL CAMPAIGN ST OLAF COLLEGE 1520 ST OLAF AVE NORTHFIELD MN 55057 410693979 501(3) 27000 NEW TENNIS COURT SURFACE IN TOSTRUD ST PHILIPS LUTHERAN CHURCH 1401 15TH ST W HASTINGS MN 55033 410972019 501(3) 11000 GENERAL FUND TECHNOSERVE INC 1120 19TH STREET NW WASHINGTON DC 20036 132626135 501(3) 14799 GENERAL ACCOUNT THE SAINT PAUL FOUNDATION 101 FIFTH STREET EAST ST PAUL MN 55101 416031510 501(3) 25000 CROSSROADS SCIENCE SCHOLARS FUND TRINITY LUTHERAN CHURCH 115 NO 4TH ST STILLWATER MN 55082 410757885 501(3) 10000 GENERAL ACCOUNT TWIN CITIES HABITAT FOR HUMANITY 1954 UNIVERSITY AVE W ST PAUL MN 55104 363363171 501(3) 19000 CAPITAL CAMPAIGN AND ANNUAL FUND, 3M CARES UMD SCHOOL OF FINE ARTS 120 MONTAGUE HALL DULUTH MN 55812 416042488 501(3) 25000 FUND #7620 UMD WEBER FUND FOR LIMNOLOGY, WEBER STREAM INITIATIVE GIFT ON BEHALF OF CRAIG WEBER AND EUGENE J. CHAMPEAU CHARITABLE TRUST UNITARIAN UNIVERSALIST CONGREGATION OF VENICE (UUCOV) 1971 PINEBROOK ROAD VENICE FL 34292 650838184 501(3) 6000 GENERAL ACCOUNT UNITED HEROES LEAGUE 15211 RAVENNA TRAIL HASTINGS MN 55033 270711063 501(3) 48264 CLAY SHOOTING RANGE, LIVE ON THE LEVEE, GENERAL ACCOUNT UNIVERSITY OF ARIZONA FOUNDATION PO BOX 210109 TUCSON AZ 85721 866050388 501(3) 10000 GENERAL ACCOUNT UNIVERSITY OF MN FOUNDATION 200 OAK ST SE MINNEAPOLIS MN 55455 416042488 501(3) 10000 FLORY CEDAR CREEK COLLABORATION FUND #8086 UNIVERSITY OF SOUTHERN CALIFORNIA MARSHALL SCHOOL OF BUSINESS 3670 TROUSDALE PKWY LOS ANGELES CA 90089 951642394 501(3) 10000 DEAN'S FUND UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DR WILLIAMSBURG KY 40769 610470593 501(3) 14799 GENERAL ACCOUNT UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION 410 S 3RD STREET RIVER FALLS WI 54022 396064630 501(3) 6000 MICKEY MCDERMOTT SCHOLARSHIP WILDERNESS CANOE BASE 738 HICKORY POINT LANE AMERY WI 54001 390973783 501(3) 10000 CAPITAL FUND, GENERAL FUND W-K PUBLIC SCHOOL 2113 HIAWATHA DR E WABASHA MN 55981 416004412 501(3) 10000 LEARNING PODS WOLF RIDGE ENVIRONMENTAL LEARNING CENTER 6282 CRANBERRY ROAD FINLAND MN 55603 411251705 501(3) 60500 MAKING WAVES CAMPAIGN AND THE CAPITAL FUND, LBC WEBSITE DEVELOPMENT WORLD MISSION PRAYER LEAGUE 232 CLIFTON AVENUE MINNEAPOLIS MN 55403 410786986 501(3) 10000 MISSION FUND 92 PART I, LINE 2: USE OF FUNDS BY CHARITIES IS NOT MONITORED BY THE ORGANIZATION. CARLSON CAPITAL MANAGEMENT A BOARD MEMBER OF ACP IS ALSO A SHAREHOLDER OF CARLSON CAPITAL MANAGEMENT. 211926 THE ORGANIZATION PAID CARLSON CAPITAL MANAGEMENT FOR INVESTMENT ADVISORY SERVICES AND ADMINISTRATIVE SERVICES. GREGORY CARLSON IS MORE THAN 35% OWNER OF CARLSON CAPITAL MANAGEMENT. 0 X 83 2015702 QUOTED STOCK PRICE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 GREGORY A CARLSON AND MATTHEW RICH HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. A COPY OF THE RETURN IS THEN SENT TO THE ENTIRE BOARD PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.