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THE MORTENSON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE MORTENSON FAMILY FOUNDATION (EIN 41-1958621)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202513189349103766
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T13:45:05-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH SIXTH STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411958621EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORTENSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORTBusinessNameControlTxt
Phone7632875500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 MEADOW LANE NAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554224899ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAD FOOTEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7632875500PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH REDDENPreparerPersonNm
PTINP00898534PTIN
Phone6123974000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$172,143,698FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,025,665ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$291,990InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$291,990InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,897,510DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,891,947DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,676,354NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,308,438GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,600,756CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$285,566OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$197,377OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$17,177,085TotalRevAndExpnssAmt
Total Net Invst Incm$10,982,070TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$208,457CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$208,457CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$554,234OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$498,481OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$203,644AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$203,644AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,027,284OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$953,934OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$73,350OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$142,451TaxesRevAndExpnssAmt
Taxes Net Invst Incm$107,425TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$26TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$3,370DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$3,370DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$1,723,147OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$612,560OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$168,847OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,862,587TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,677,289TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,152,805TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,405,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,205,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,267,587TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,677,289TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,357,805TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,909,498ExcessRevenueOverExpensesAmt
Net Investment Income$9,304,781NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$74,493CashBOYAmt
Cash EOY$25,203CashEOYAmt
Cash EOYFMV$25,203CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,410,784SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,918,350SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,918,350SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,601,035AcctRcvblAmt
Acct Rcvbl BOY$103,775AcctRcvblBOYAmt
Acct Rcvbl EOY$1,601,035AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,601,035AcctRcvblEOYFMVAmt
Corporate Stock BOY$77,002,118CorporateStockBOYAmt
Corporate Stock EOY$69,920,593CorporateStockEOYAmt
Corporate Stock EOYFMV$81,497,360CorporateStockEOYFMVAmt
Other Investments BOY$48,552,649OtherInvestmentsBOYAmt
Other Investments EOY$52,483,779OtherInvestmentsEOYAmt
Other Investments EOYFMV$71,237,370OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$61,070LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$59,288LandBldgEquipAccumDeprecAmt
Land BOY$5,152LandBOYAmt
Land EOY$1,782LandEOYAmt
Land EOYFMV$1,782LandEOYFMVAmt
Other Assets BOY$4,470,146OtherAssetsBOYAmt
Other Assets EOY$4,862,598OtherAssetsEOYAmt
Other Assets EOYFMV$4,862,598OtherAssetsEOYFMVAmt
Total Assets BOY$136,619,117TotalAssetsBOYAmt
Total Assets EOY$141,813,340TotalAssetsEOYAmt
Total Assets EOYFMV$172,143,698TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,091AccountsPayableBOYAmt
Accounts Payable EOY$72,466AccountsPayableEOYAmt
Grants Payable BOY$3,980,000GrantsPayableBOYAmt
Grants Payable EOY$5,180,000GrantsPayableEOYAmt
Other Liabilities BOY$261,378OtherLiabilitiesBOYAmt
Other Liabilities EOY$144,460OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,243,469TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,396,926TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$132,375,648RetainedEarningBOYAmt
Retained Earning EOY$136,416,414RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$132,375,648TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$136,416,414TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$136,619,117TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$141,813,340TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$132,375,648TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,909,498ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$138,285,146SubtotalAmt
Other Decreases$1,868,732OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$136,416,414TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
FROM K-1 ABBEY CAPITALP$40,000$40,000
FROM K-1 BRAESWOOD CARBON PARTNERSP$18,689$18,689
FROM K-1 BRAESWOOD CLIMATE PARTNERSP$38,798$38,798
FROM K-1 BRIDGEWORKFORCEP$37,940$37,940
FROM K-1 BROWN VENTURE GROUPP-$3,963-$3,963
FROM K-1 ECOSYSTEMP-$2,421-$2,421
FROM K-1 HEWITTP$30,427$30,427
FROM K-1 LYME FOREST FUND VP$3,398$3,398
FROM K-1 MONDRIAN GLOBALP$1,156,487$1,156,487
FROM K-1 MPOWERED CAPITAL ACCESSP-$865-$865
FROM K-1 MT NUTRITION IIP$0$0
FROM K-1 NORTH SKY CLEAN GROWTHP$168,148$168,148
FROM K-1 OBVIOUS VENTURESP$5,125$5,125
FROM K-1 OKABENA MARKETABLEP$208,025$208,025
FROM K-1 RETHINK FOOD, LPP-$109,360-$109,360
FROM K-1 RETHINK IMPACT, LPP$232,800$232,800
FROM K-1 WOVENEARTH FUNDP-$4,837-$4,837
PUBLICLY TRADED SECURITIESP$5,745,222$5,745,222$40,308,438$34,563,216
CAPITAL GAIN DISTRIBUTIONP$37,143$37,143
FieldValueIRS element (for citing)
Capital Gain Net Income$7,600,756CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$129,336InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$129,336SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$129,336TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$46,248EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$85,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$131,248TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,912OverpaymentAmt
Applied To ES Tax$1,912AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressMORTENSONFAMILY.ORGWebsiteAddressTxt
Individual With BooksLANSING GROUP LLCIndividualWithBooksNm
Phone7632875500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1700 MEADOW LANE NORTHAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55442ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALICE D MORTENSON
700 MEADOW LANE NORTHMINNEAPOLISMN55422PRESIDENT/CHAIR3.00$0$0$0
NATHALIE G MORTENSON
700 MEADOW LANE NORTHMINNEAPOLISMN55422VICE PRESIDENT1.00$0$0$0
DAVID C MORTENSON
700 MEADOW LANE NORTHMINNEAPOLISMN55422DIRECTOR1.00$0$0$0
MARK A MORTENSON
700 MEADOW LANE NORTHMINNEAPOLISMN55422SECRETARY3.00$0$0$0
CHRISTOPHER D MORTENSON
700 MEADOW LANE NORTHMINNEAPOLISMN55422DIRECTOR1.00$0$0$0
MATHIAS H MORTENSON
700 MEADOW LANE NORTHMINNEAPOLISMN55422DIRECTOR1.00$0$0$0
CHAD FOOTE
700 MEADOW LANE NORTHMINNEAPOLISMN55422TREASURER3.00$0$0$0
KATE M MORTENSON
700 MEADOW LANE NORTHMINNEAPOLISMN55422DIRECTOR1.00$0$0$0
KATIE M MORTENSON
700 MEADOW LANE NORTHMINNEAPOLISMN55422DIRECTOR1.00$0$0$0
DANA L MORTENSON
700 MEADOW LANE NORTHMINNEAPOLISMN55422DIRECTOR1.00$0$0$0
AMBAR HANSON
700 MEADOW LANE NORTHMINNEAPOLISMN55422EXECUTIVE DIRECTOR40.00$208,457$42,766$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
RABYA HASSEN
4150 OLSON MEMORIAL HWYMINNEAPOLISMN55422COMMUNITY RELATIONSH40.00$108,382$19,846$0
MARYAN ABDINUR
4150 OLSON MEMORIAL HWYMINNEAPOLISMN55422COMMUNITY RELATIONSH40.00$101,185$24,797$0
MARGRETTA SUPUWOOD
4150 OLSON MEMORIAL HWYMINNEAPOLISMN55422COMMUNITY RELATIONSH40.00$100,785$12,619$0
CAMILLE GONZALEZ
4150 OLSON MEMORIAL HWYMINNEAPOLISMN55422GRANTS AND PROGRAM C40.00$70,527$15,849$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
UBS FINANCIALS SERVICES INC
361 LAKE STREET E SUITE 354WAYZATAMN55391INVESTMENT ADVISOR$416,862
LANSING GROUP LLC
700 MEADOW LANE NORTH SUITE 650MINNEAPOLISMN55422ADVISOR$362,194
ECOSYSTEM INTEGRITY FUND III LP
20 RICHELLE COURTLAFAYETTECA94549INVESTMENT ADVISOR$68,125
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$161,959,520AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,601,858AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$587,783FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$167,149,161TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$167,149,161AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,507,237CashDeemedCharitableAmt
Net Vl Noncharitable Assets$164,641,924NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,232,096MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,232,096MinimumInvestmentReturnAmt
Tax Based On Investment Income$129,336TaxBasedOnInvestmentIncomeAmt
Total Tax$129,336TotalTaxAmt
Distributable Before Adj$8,102,760DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,102,760DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,102,760DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,357,805ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,357,805QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,102,760DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$1,351,300ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,351,300TotalExcessDistributionCyovAmt
Qualifying Distributions$7,357,805QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,357,805AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$744,955ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$744,955ExcessDistributionCyovAppCYAmt
Total Corpus$606,345TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$606,345ExcessDistriCyovToNextYrAmt
Excess From Year2$606,345ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALICE D MORTENSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAMBAR HANSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1700 MEADOW LANE NORTHAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55422ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7632875770RecipientPhoneNum
Recipient Email AddressAMBAR.HANSON@MORTENSONFAMILY.ORGRecipientEmailAddressTxt
Form And Info And MaterialsONLINE APPLICATION FORMS MAY BE FOUND AT WWW.MORTENSONFAMILY.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSION DEADLINES VARYSubmissionDeadlinesTxt
Restrictions On AwardsGUIDELINES MAY BE FOUND AT WWW.MORTENSONFAMILY.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (262 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
826 MSP
1915 E 22ND STMINNEAPOLISMN55404PCAFTER-SCHOOL WRITING LAB$30,000
ACADEMIA CESAR CHAVEZ
1801 LACROSSE AVEST PAULMN551194807PCUNRESTRICTED$3,000
AFRICAN AMERICAN LEADERSHIP FORUM
1625 HENNEPIN AVENUE SUITE 200MINNEAPOLISMN55403PCUNRESTRICTED$10,000
AFRICAN AMERICAN LEADERSHIP FORUM
1625 HENNEPIN AVENUE SUITE 200MINNEAPOLISMN55403PCUNRESTRICTED$15,000
AFRICAN AMERICAN LEADERSHIP FORUM
1625 HENNEPIN AVENUE SUITE 200MINNEAPOLISMN55403PCUNRESTRICTED$3,000
AFRICAN DEVELOPMENT CENTER
1931 SOUTH 5TH STREETMINNEAPOLISMN554541257PCUNRESTRICTED$15,000
AFRICAN ECONOMIC DEVELOPMENT SOLUTIONS
1821 UNIVERSITY AVENUE SUITE S-125ST PAULMN55104PCUNRESTRICTED$30,000
AFRICAN VISIONARY FUND
769 CENTRE ST SUITE 201BOSTONMA02130PCUNRESTRICTED$40,000
AGUA PARA LA VIDA
2311 WEBSTER STBERKELEYCA94705PCUNRESTRICTED$20,000
AGUA PARA LA VIDA
2311 WEBSTER STBERKELEYCA94705PCTECH SCHOOL$1,000
ALIA
1000 UNIVERSITY AVE WEST SUITE 230SAINT PAULMN55104PCUNRESTRICTED$5,000
ALIGHT
DONOR SERVICE CENTER PO BOX 1002MINNEAPOLISMN554801002PCUNRESTRICTED$7,000
ALIGHT
DONOR SERVICE CENTER PO BOX 1002MINNEAPOLISMN554801002PCUNRESTRICTED$10,000
ALIGHT
DONOR SERVICE CENTER PO BOX 1002MINNEAPOLISMN554801002PCSUDAN RESPONSE$2,000
ALL SQUARE
4047 MINNEHAHA AVEMINNEAPOLISMN55406PCUNRESTRICTED$7,500
ALLINA HEALTH FOUNDATION
2925 CHICAGO AVE MAIL ROUTE 10721MINNEAPOLISMN55407PCCOURAGE KENNY$100,000
ALONGSIDE NETWORK
4817 ELLIOT AVEMINNEAPOLISMN55417PCUNRESTRICTED$10,000
AMHERST H WILDER FOUNDATION
451 LEXINGTON PARKWAY NORTHSAINT PAULMN55104PCWILDER CHILD DEVELOPMENT CENTER$40,000
AMHERST H WILDER FOUNDATION
451 LEXINGTON PARKWAY NORTHSAINT PAULMN55104PCSAINT PAUL PROMISE NEIGHBORHOOD$60,000
APPETITE FOR CHANGE
2520 N 2ND STREET 102MINNEAPOLISMN55411PCURBAN AGRICULTURE$50,000
APPETITE FOR CHANGE
2520 N 2ND STREET 102MINNEAPOLISMN55411PCUNRESTRICTED$3,000
BABY'S SPACE A PLACE TO GROW
2438 18TH AVE SMINNEAPOLISMN55404PCUNRESTRICTED$40,000
BENILDE ST MARGARETS HIGH SCHOOL
2501 HIGHWAY 100 SMINNEAPOLISMN554161732PCESSENTIALS FOR ALL CLUB$5,000
BLACK MEN TEACH
PO BOX 3909ST PAULMN55101PCUNRESTRICTED$30,000
BOLDER OPTIONS
2100 STEVENS AVE SMINNEAPOLISMN55404PCUNRESTRICTED$5,000
BOYS & GIRLS CLUBS OF TWIN CITIES
690 JACKSON STREETSAINT PAULMN55130PCJERRY GAMBLE CLUB$5,500
BRIDGING INC
201 WEST 87TH STREETBLOOMINGTONMN55420PCUNRESTRICTED$3,000
CANTUS
1201 MARQUETTE AVENUE S SUITE 100MINNEAPOLISMN55403PCUNRESTRICTED$10,000
CATHOLIC CHARITIES OF ST PAUL AND MINNEAPOLIS
1007 E 14TH STREETMINNEAPOLISMN554041314PCNORTHSIDE CHILD DEVELOPMENT CENTER$5,000
CENTER FOR EARTH ENERGY AND DEMOCRACY
4513 34TH AVE S BMINNEAPOLISMN55406PCUNRESTRICTED$40,000
CENTER FOR RENEWABLE ENERGY AND APPROPRIATE TECHNOLOGY FOR THE ENVIRONMENT
132 EAST BROADWAY SUITE 416EUGENEOR97401PCUNRESTRICTED$35,000
CENTER FOR RENEWABLE ENERGY AND APPROPRIATE TECHNOLOGY FOR THE ENVIRONMENT
132 EAST BROADWAY SUITE 416EUGENEOR97401PCCAPACITY BUILDING$20,000
CENTRO TYRONE GUZMAN
1915 CHICAGO AVENUEMINNEAPOLISMN55404PCUNRESTRICTED$50,000
CHILDREN'S HEARTLINK
5075 ARCADIA AVENUEMINNEAPOLISMN55436PCUNRESTRICTED$5,000
CHOPS INC
300 INDUSTRIAL BLVD NE STE 100MINNEAPOLISMN55413PCUNRESTRICTED$20,000
CHRISTIAN CUPBOARD EMERGENCY FOOD SHELF (DBA TODAYS HARVEST)
8264 4TH STREET NOAKDALEMN55128PCUNRESTRICTED$2,000
CITY OF ROBBINSDALE
4100 LAKEVIEW AVE NROBBINSDALEMN55422GOVCOMMUNITY GARDENS PROGRAM$5,000
CLIMATE GENERATION
2801 21ST AVE SOUTH SUITE 110MINNEAPOLISMN55407PCUNRESTRICTED$6,000
CLIMATE GENERATION
2801 21ST AVE SOUTH SUITE 110MINNEAPOLISMN55407PCUNRESTRICTED$2,500
CLIMATE GENERATION
2801 21ST AVE SOUTH SUITE 110MINNEAPOLISMN55407PCYOUTH CLIMATE JUSTICE EDUCATION & ACTION$40,000
CLUES
797 E 7TH STREETSAINT PAULMN55106PCUNRESTRICTED$7,000
CLUES
797 E 7TH STREETSAINT PAULMN55106PCYA! YOUTH IN ACTION$35,000
COALITION OF ASIAN AMERICAN LEADERS
941 LAFOND AVE STE 205SAINT PAULMN55104PCUNRESTRICTED$10,000
COALITION OF ASIAN AMERICAN LEADERS
941 LAFOND AVE STE 205SAINT PAULMN55104PCUNRESTRICTED$15,000
COMMON HOPE
1410 ENERGY PARK DRIVE SUITE 4SAINT PAULMN55108PCUNRESTRICTED$8,000
COMMON HOPE
1410 ENERGY PARK DRIVE SUITE 4SAINT PAULMN55108PCUNRESTRICTED$20,000
COMMUSICATION
690 JACKSON STSAINT PAULMN55130PCUNRESTRICTED$40,000
COMUNIDADES ORGANIZANDO EL PODER Y LA ACCION LATINA (COPAL)
3702 EAST LAKE STREETMINNEAPOLISMN55406PCUNRESTRICTED$30,000
COOKIE CART
1119 W BROADWAY AVEMINNEAPOLISMN55411PCUNRESTRICTED$2,500
CORNERSTONE
1000 E 80TH STBLOOMINGTONMN55420PCUNRESTRICTED$3,000
CREA
5824 CLOVER DRIVEOAKLANDCA94618PCUNRESTRICTED$20,000
CULTURAL WELLNESS CENTER
2025 PORTLAND AVENUEMINNEAPOLISMN55404PCUNRESTRICTED$45,000
DREAM OF WILD HEALTH
1308 E FRANKLIN AVE SUITE 203MINNEAPOLISMN55404PCUNRESTRICTED$50,000
EAST PHILLIPS NEIGHBORHOOD INSTITUTE
333 WASHINGTON AVE N SUITE 210MINNEAPOLISMN55401PCSMITH FOUNDRY$5,000
EAST PHILLIPS NEIGHBORHOOD INSTITUTE
333 WASHINGTON AVE N SUITE 210MINNEAPOLISMN55401PCSMITH FOUNDRY$5,000
EAST PHILLIPS NEIGHBORHOOD INSTITUTE
333 WASHINGTON AVE N SUITE 210MINNEAPOLISMN55401PCUNRESTRICTED$55,000
EASTERN CONGO INITIATIVE (AKA ASILI)
1325 QUINCY STREET NE SUITE A1MINNEAPOLISMN55413PCUNRESTRICTED$90,000
EASTERN CONGO INITIATIVE (AKA ASILI)
1325 QUINCY STREET NE SUITE A1MINNEAPOLISMN55413PCUNRESTRICTED$40,000
ED ALLIES
1621 E HENNEPIN AVE STE 295MINNEAPOLISMN55414PCSTUDENT-CENTERED EDUCATION JUSTICE$40,000
ED ALLIES
1621 E HENNEPIN AVE STE 295MINNEAPOLISMN55414PCUNRESTRICTED$25,000
EDUCATE2ENVISION INTERNATIONAL
PO BOX 223SAN LEANDROCA94577PCCAPACITY BUILDING$20,000
EDUCATE2ENVISION INTERNATIONAL
PO BOX 223SAN LEANDROCA94577PCUNRESTRICTED$20,000
EDUCATORS FOR EXCELLENCE-MINNESOTA
729 N WASHINGTON AVE SUITE 600MINNEAPOLISMN55401PCUNRESTRICTED$40,000
EQUASPACE
PO BOX 4458ST PAULMN55104PCUNRESTRICTED$7,500
FABRETTO CHILDREN'S FOUNDATION
1563 SHERMAN AVE SUITE 201EVANSTONIL60201PCHONDURAN YOUTH EDUCATION & TRAINING$50,000
FAMILY TREE
1919 NICOLLET AVEMINNEAPOLISMN55403PCUNRESTRICTED$15,000
FORTIS CAPITAL
333 WASHINGTON AVE N STE 300MINNEAPOLISMN554011353PCUNRESTRICTED$5,000
FORTIS CAPITAL
333 WASHINGTON AVE N STE 300MINNEAPOLISMN554011353PCUNRESTRICTED$5,000
FORTIS CAPITAL
333 WASHINGTON AVE N STE 300MINNEAPOLISMN554011353PCUNRESTRICTED$15,000
FRIENDS OF RAISING THE VILLAGE INCORPORATED
ATTN PETER FRANTZIS C/O TD BANKASTORIANY11103PCUNRESTRICTED$30,00031-90 STEINWAY STREET
FRIENDS OF THE HENNEPIN COUNTY LIBRARY
300 NICOLLET MALL N-290MINNEAPOLISMN55401PCSUMNER LIBRARY$9,500
FRIENDS OF THE HENNEPIN COUNTY LIBRARY
300 NICOLLET MALL N-290MINNEAPOLISMN55401PCSUMNER LIBRARY$16,500
FRIENDS OF THE MISSISSIPPI RIVER
101 E 5TH ST STE 2000SAINT PAULMN55101PCUNRESTRICTED$10,000
FUNDACION DORCAS (AKA DORCAS FOUNDATION WITH EQUIVALENCY DETERMINATION)
PCUNRESTRICTED$2,000POLYGON H BLOCK 5 COLONIA MIRAMONTESANTA ANALOURDES COLN LA LES00000
GAIA FOUNDATION WITH EQUIVALENCY DETERMINATION
PCUNRESTRICTED$20,00044 GRAND PARADEBRIGHTONEAST SUSSEXUKBN29QA
GAIA FOUNDATION WITH EQUIVALENCY DETERMINATION
PCUNRESTRICTED$20,00044 GRAND PARADEBRIGHTONEAST SUSSEXUKBN29QA
GLASSWING INTERNATIONAL
85 BROAD STREET FLOOR 17NEW YORKNY10004PCEMPOWER AND EVOLVE: EDUCATION IN HONDURAS$30,000
GREAT MN SCHOOLS
1330 LAGOON AVENUE 4TH FLOORMINNEAPOLISMN55408PCUNRESTRICTED$5,000
GREATER MINNEAPOLIS COUNCIL OF CHURCHES (GMCC)
1100 EAST LAKE STREETMINNEAPOLISMN55407PCLAKE STREET YOUTH LABS$20,000
GREATER MINNEAPOLIS CRISIS NURSERY
4544 FOURTH AVE SMINNEAPOLISMN55419PCUNRESTRICTED$7,000
GREATER MINNEAPOLIS CRISIS NURSERY
4544 FOURTH AVE SMINNEAPOLISMN55419PCUNRESTRICTED$7,000
GREATER MINNEAPOLIS CRISIS NURSERY
4544 FOURTH AVE SMINNEAPOLISMN55419PCUNRESTRICTED$4,000
GREATER TWIN CITIES UNITED WAY
404 SOUTH EIGHTH STREET SUITE 100MINNEAPOLISMN55404PCSTART EARLY FUNDERS COALITION (START EARLY)$4,000
GREATER TWIN CITIES UNITED WAY
404 SOUTH EIGHTH STREET SUITE 100MINNEAPOLISMN55404PCSTART EARLY FUNDERS COALITION (START EARLY)$3,000
GREATER TWIN CITIES UNITED WAY
404 SOUTH EIGHTH STREET SUITE 100MINNEAPOLISMN55404PC80X3$50,000
GREEN CARD VOICES
2611 1ST AVE S MINNEAPOLIS MN 55408MINNEAPOLISMN55410PCUNRESTRICTED$2,500
GROUNDSWELL INTERNATIONAL
2101 L ST NW SUITE 300WASHINGTONDC20037PCADDRESSING FOOD INSECURITY IN HONDURAS$40,000
GROUNDSWELL INTERNATIONAL
2101 L ST NW SUITE 300WASHINGTONDC20037PCUNRESTRICTED$1,000
GUATEMALAN TOMORROW FUND INC
PO BOX 3636TEQUESTAFL33469PCUNRESTRICTED$40,000
HALLIE Q BROWN COMMUNITY CENTER
270 N KENT STSAINT PAULMN55102PCUNRESTRICTED$5,000
HALLIE Q BROWN COMMUNITY CENTER
270 N KENT STSAINT PAULMN55102PCTHE FOOD SHELF$25,000
HAMAKUA HEALTH CENTER INC
IRENE CARPENTER HMKUA-KOHALA HEALTHHONOKAAHI96727PCUNRESTRICTED$10,00045-549 PLUMERIA STREET
HARAMBEE SPORTS CLUB
2432 30TH AVE SMINNEAPOLISMN554061446PCUNRESTRICTED$3,000
HAWAIIAN ISLANDS LAND TRUST (DBA HAWAII LAND TRUST)
126 QUEEN ST STE 306HONOLULUHI96813PCOLA MAHUKONA$250,000
HEADWATERS FOUNDATION FOR JUSTICE
2801 21ST AVENUE SOUTH SUITE 132BMINNEAPOLISMN55407PCTHE GIVING PROJECT$5,000
HEADWATERS FOUNDATION FOR JUSTICE
2801 21ST AVENUE SOUTH SUITE 132BMINNEAPOLISMN55407PCUNRESTRICTED$30,000
HIAWATHA ACADEMIES
3500 E 28TH STMINNEAPOLISMN55406PCATHLETIC PROGRAMMING$5,000
HMONG AMERICAN FARMER ASSOCIATION
149 THOMPSON AVENUE EAST SUITE 210WEST SAINT PAULMN55118PCTRAINING SMALL SCALE FARMERS$50,000
HMONG AMERICAN PARTNERSHIP
394 UNIVERSITY AVE W 2ND FLOORSAINT PAULMN55103PCYOUTH JOB SKILLS TRAINING PROGRAM$40,000
HOPE COMMUNITY INC
611 EAST FRANKLIN AVENUEMINNEAPOLISMN55404PCFRONTLINE STAFF SELF CARE$5,000
HOPE COMMUNITY INC
611 EAST FRANKLIN AVENUEMINNEAPOLISMN55404PCFRONTLINE STAFF SELF CARE$3,000
HOSPITALITY HOUSE YOUTH DEVELOPMENT
1220 LOGAN AVENUE NORTH PO BOXMINNEAPOLISMN554110008PCUNRESTRICTED$5,50011008
HOSPITALITY HOUSE YOUTH DEVELOPMENT
1220 LOGAN AVENUE NORTH PO BOXMINNEAPOLISMN554110008PCUNRESTRICTED$5,50011008
INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENUENATIONAL CITYCA91950PCPOLICY STRUCTURE$4,000
INTERNATIONAL INSTITUTE OF MINNESOTA
1694 COMO AVENUESAINT PAULMN55108PCUNRESTRICTED$5,000
IRREDUCIBLE GRACE FOUNDATION
643 VIRGINIA STREETSAINT PAULMN55103PCUNRESTRICTED$35,000
ISUROON
1600 EAST LAKE STREET SUITE 1MINNEAPOLISMN55407PCUNRESTRICTED$10,000
JUNIOR ACHIEVEMENT NORTH
1745 UNIVERSITY AVE WESTSAINT PAULMN55104PCUNRESTRICTED$7,000
JUNIOR ACHIEVEMENT NORTH
1745 UNIVERSITY AVE WESTSAINT PAULMN55104PCUNRESTRICTED$3,000
JUXTAPOSITION ARTS INC
1108 WEST BROADWAY AVEMINNEAPOLISMN55411PCJXTALABS PROGRAM$50,000
LAKE STREET COUNCIL
2925 CHICAGO AVE STE 190MINNEAPOLISMN55407PCENERGY DECARBONIZATION INITIATIVE$10,000
LAND BANK TWIN CITIES INC
2515 WABASH AVENUE SUITE 150ST PAULMN55114PCUNRESTRICTED$15,000
LAND STEWARDSHIP PROJECT
821 E 35TH ST STE 200MINNEAPOLISMN55407PCCAPACITY BUILDING$20,000
LAND STEWARDSHIP PROJECT
821 E 35TH ST STE 200MINNEAPOLISMN55407PCUNRESTRICTED$45,000
LAST MILE HEALTH
177 HUNTINGTON AVE SUITE 1703 PMBBOSTONMA02115PCTRANSLATING COMMUNITY VOICE INTO ACTION$4,00031738
LATINO ECONOMIC DEVELOPMENT CENTER
804 MARGARET STREETSAINT PAULMN55106PCUNRESTRICTED$30,000
LATINOLEAD
797 7TH ST E STE 151SAINT PAULMN551065070PCUNRESTRICTED$15,000
LATINOLEAD
797 7TH ST E STE 151SAINT PAULMN551065070PCUNRESTRICTED$10,000
LEGAL RIGHTS CENTER
1611 PARK AVE SMINNEAPOLISMN55404PCUNRESTRICTED$30,000
MAARIFA LEARNING ACADEMY (GRANTOR MYRIAD USA)
12413 RAMBLING LNBOWIEMD20715PCUNRESTRICTED$10,000
MACALESTER COLLEGE
1600 GRAND AVENUESAINT PAULMN55105PCENDOWED ENTREPRENEURSHIP FUND$50,000
MACPHAIL CENTER FOR MUSIC
501 S 2ND STMINNEAPOLISMN55401PCUNRESTRICTED$4,000
MAMA HOPE
276 5TH AVENUE SUITE 704 722NEW YORKNY10001PCUNRESTRICTED$25,000
MAVUNO CONGO (GRANTOR MYRIAD USA)
PCMAVUNO ACADEMY PROJECT$20,00069 RUE MAVUNO QKALINDABENINORTH KIVUCG20715
METRO BLOOMS
3747 CEDAR AVEMINNEAPOLISMN55407PCUNRESTRICTED$40,000
MI CASA MN
1053 JEFFERSON ST SSHAKOPEEMN55379PCCAPACITY BUILDING$40,000
MI CASA MN
1053 JEFFERSON ST SSHAKOPEEMN55379PCUNRESTRICTED$30,000
MINNEAPOLIS PARKS FOUNDATION
4800 MINNEHAHA AVENUEMINNEAPOLISMN55417PCEMERALD ASH BORER INFESTATION IN MPLS$50,000
MINNESOTA AFRICAN WOMEN'S ASSOCIATION
5701 SHINGLECREEK PARKWAY STE 645BROOKLYN CENTERMN55430PCAIGLE PROGRAM$30,000
MINNESOTA BLACK COLLECTIVE FOUNDATION
2314 UNIVERSITY AVE WST PAULMN551141862PCUNRESTRICTED$40,000
MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCACY
1919 UNIVERSITY AVE SUITE 515SAINT PAULMN55104PCUNRESTRICTED$4,000
MINNESOTA COUNCIL ON FOUNDATIONS
800 WASHINGTON AVE N SUITE 703MINNEAPOLISMN55401PCUNRESTRICTED$4,000
MINNESOTA EDUCATION EQUITY PARTNERSHIP
2233 UNIVERSITY AVE W SUITE 220SAINT PAULMN55114PCUNRESTRICTED$5,000
MINNESOTA EDUCATION EQUITY PARTNERSHIP
2233 UNIVERSITY AVE W SUITE 220SAINT PAULMN55114PCUNRESTRICTED$65,000
MINNESOTA HISTORICAL SOCIETY
345 KELLOGG BLVD WST PAULMN55102PCUNRESTRICTED$2,500
MINNESOTA ORCHESTRAL ASSOCIATION
ORCHESTRA HALL 1111 NICOLLET MALLMINNEAPOLISMN55403PCUNRESTRICTED$5,000
MINNESOTA ORCHESTRAL ASSOCIATION
ORCHESTRA HALL 1111 NICOLLET MALLMINNEAPOLISMN55403PCUNRESTRICTED$5,000
MINNESOTA PUBLIC RADIO
480 CEDAR STREETSAINT PAULMN55101PCUNRESTRICTED$15,000
MINNESOTA PUBLIC RADIO
480 CEDAR STREETSAINT PAULMN55101PCUNRESTRICTED$10,000
MINNESOTA PUBLIC RADIO
480 CEDAR STREETSAINT PAULMN55101PCUNRESTRICTED$5,000
MINNESOTA ZOO FOUNDATION
13000 ZOO BOULEVARDAPPLE VALLEYMN55214PCUNRESTRICTED$5,000
MINNESOTA ZOO FOUNDATION
13000 ZOO BOULEVARDAPPLE VALLEYMN55214PCUNRESTRICTED$5,000
MINNESOTANS' MILITARY APPRECIATION FUND
PO BOX 2070MINNEAPOLISMN55402PCUNRESTRICTED$1,000
MISSISSIPPI PARK CONNECTION
111 KELLOGG BLVD EAST SUITE 105SAINT PAULMN55101PCRIVER LEARNING CENTER$10,000
MISSISSIPPI PARK CONNECTION
111 KELLOGG BLVD EAST SUITE 105SAINT PAULMN55101PCUNRESTRICTED$5,000
MISSISSIPPI PARK CONNECTION
111 KELLOGG BLVD EAST SUITE 105SAINT PAULMN55101PCUNRESTRICTED$55,000
MISSISSIPPI PARK CONNECTION
111 KELLOGG BLVD EAST SUITE 105SAINT PAULMN55101PCRIVER LEARNING CENTER$5,000
MN RENEWABLE NOW
2520 23RD AVE NMINNEAPOLISMN55411PCUNRESTRICTED$2,000
MN350
4407 E LAKE STMINNEAPOLISMN55406PCUNRESTRICTED$40,000
MNI SOTA FUND
1530 E FRANKLIN AVEMINNEAPOLISMN55404PCUNRESTRICTED$15,000
MONITORS FOUNDATION
5115 EXCELSIOR BLVD PMB 381MINNEAPOLISMN554162906PCUNRESTRICTED$2,500
MONTESSORI AMERICAN INDIAN CHILDCARE CENTER INCORPORATED
1909 IVY AVE EST PAULMN551193223PCUNRESTRICTED$75,000
NATIK ESPERANZA
2700 MAYAN DRIVEFORT LAUDERDALEFL33316PCUNRESTRICTED$20,000
NATIK ESPERANZA
2700 MAYAN DRIVEFORT LAUDERDALEFL33316PCUNRESTRICTED$20,000
NAWAYEE CENTER SCHOOL
2421 BLOOMINGTON AVE SMINNEAPOLISMN554043918PCLAND-BASED EDUCATION$5,000
NEIGHBORHOOD DEVELOPMENT ALLIANCE INC (NEDA CENTRO)
481 WABASHA STREET SOUTHSAINT PAULMN551071142PCUNRESTRICTED$20,000
NEIGHBORHOOD HOUSE
179 ROBIE STREET EASTSAINT PAULMN55107PCUNRESTRICTED$40,000
NEW LEADERS
101 WEST 23RD STREET STE 300NEW YORKNY10011PCUNRESTRICTED$5,000
NEXUS COMMUNITY PARTNERS
2314 UNIVERSITY AVE W STE 18 SUITESAINT PAULMN55114PCUNRESTRICTED$35,00018
NORTH AMERICAN ASSOCIATION FOR ENVIRONMENTAL EDUCATION
1250 24TH STREET NW SUITE 801WASHINGTONDC20037PCENVIRONMENTAL EDUCATION$1,000
NORTH STAR COMMUNITY ROWING
PO BOX 582415MINNEAPOLISMN55401PCUNRESTRICTED$2,500
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115PCTHE ACTION LAB$5,000
NORTHSIDE ACHIEVEMENT ZONE
1964 NORTH 2ND STREETMINNEAPOLISMN55411PCUNRESTRICTED$100,000
NORTHSIDE BOXING CLUB
1704 N33RD AVEMINNEAPOLISMN55412POFUNRESTRICTED$30,000
NORTHSIDE ECONOMIC OPPORTUNITY NETWORK (NEON)
1007 WEST BROADWAY AVE NMINNEAPOLISMN55411PCUNRESTRICTED$30,000
NORTHSIDE RESIDENTS REDEVELOPMENT COUNCIL
1303 GOLDEN VALLEY ROADMINNEAPOLISMN55411PCCAPACITY BUILDING$50,000
NORTHSIDE RESIDENTS REDEVELOPMENT COUNCIL
1303 GOLDEN VALLEY ROADMINNEAPOLISMN55411PCHEALTHY URBAN LIVING$50,000
ONE VILLAGE PARTNERS
PO BOX 26055MINNEAPOLISMN55426PCUNRESTRICTED$60,000
OWAMNIYOMNI OKHDAYAPI
400 S 4TH STREET SUITE 401 BOX 211MINNEAPOLISMN55415PCUNRESTRICTED$30,000
PARTNERS IN FOOD SOLUTIONS
200 SOUTHDALE CENTER SUITE 133EDINAMN55435PCUNRESTRICTED$7,000
PARTNERS IN FOOD SOLUTIONS
200 SOUTHDALE CENTER SUITE 133EDINAMN55435PCUNRESTRICTED$30,000
PEOPLE SERVING PEOPLE
614 3RD STREET SMINNEAPOLISMN554151104PCUNRESTRICTED$75,000
PHYLLIS WHEATLEY COMMUNITY CENTER
1301 10TH AVE NMINNEAPOLISMN554114406PCUNRESTRICTED$50,000
PILLSBURY UNITED COMMUNITIES
3650 FREMONT AVE NORTHMINNEAPOLISMN55412PCPILLSBURY THEATRE$10,000
PLYMOUTH CHRISTIAN YOUTH CENTER
2210 OLIVER AVE NORTHMINNEAPOLISMN55411PCTHE CAPRI$10,000
PRAIRIE ISLAND INDIAN COMMUNITY
5636 STURGEON LAKE ROADWELCHMN55089GOVFOOD SOVEREIGNTY INITIATIVE$45,000
PROJECT DIVA
C/O PROJECT DIVA INTERNATIONAL 410MINNEAPOLISMN55403PCUNRESTRICTED$5,000OAK GROVE STREET
PROJECT FOR PRIDE IN LIVING
1035 EAST FRANKLIN AVENUEMINNEAPOLISMN55404PCUNRESTRICTED$2,500
PROJECT SUCCESS
ONE GROVELAND TERRACE SUITE 300MINNEAPOLISMN55403PCUNRESTRICTED$2,500
PROPEL NONPROFITS
1 SE MAIN STREET SUITE 600MINNEAPOLISMN55414PCUNRESTRICTED$45,000
PROPEL NONPROFITS
1 SE MAIN STREET SUITE 600MINNEAPOLISMN55414PCUNRESTRICTED$20,000
RAINBOW RESEARCH INC
PO BOX 1626BEMIDJIMN566191626PCUNRESTRICTED$45,000
REBELLIOUS DREAMERS
8200 PINECROSS LNANN ARBORMI48103PCUNRESTRICTED$4,000
REGENTS OF THE UNIVERSITY OF COLORADO
1800 N GRANT ST STE 400DENVERCO80203PCMORTENSON CENTER FOR GLOBAL ENGINEERING$200,000
RICHFIELD FOUNDATION
1210 SPRING GREEN LANEBURNSVILLEMN55306PCUNRESTRICTED$2,000
RIPPLE EFFECT IMAGES
12110 SUNSET HILLS RD 600RESTONVA20190PCUNRESTRICTED$2,500
ROOT CAPITAL
245 MAIN STREET 2ND FLOORCAMBRIDGEMA02142PCUNRESTRICTED$40,000
SAHAN JOURNAL
550 VANDALIA STREET SUITE 170ST PAULMN55114PCUNRESTRICTED$5,000
SAHAN JOURNAL
550 VANDALIA STREET SUITE 170ST PAULMN55114PCUNRESTRICTED$2,000
SCHWARZ AFRICA FUND
5441 10TH AVENUE SOUTHMINNEAPOLISMN55417PCUNRESTRICTED$5,000
SCHWARZ AFRICA FUND
5441 10TH AVENUE SOUTHMINNEAPOLISMN55417PCUNRESTRICTED$19,500
SCHWARZ AFRICA FUND
5441 10TH AVENUE SOUTHMINNEAPOLISMN55417PCUNRESTRICTED$100,000
SEATTLE PACIFIC UNIVERSITY
3307 THIRD AVENUE WEST SUITE 201SEATTLEWA98119PCUNRESTRICTED$5,000
SECOND HARVEST HEARTLAND
7101 WINNETKA AVE NBROOKLYN PARKMN55428PCUNRESTRICTED$12,000
SEEDS FOR PROGRESS FOUNDATION
9260 SW 101ST STREETMIAMIFL33176PCUNRESTRICTED$20,000
SETTLED INCORPORATED
1740 VAN DYKE STST PAULMN55109PCUNRESTRICTED$2,000
SICKLE CELL FOUNDATION OF MINNESOTA
PO BOX 22206MINNEAPOLISMN55422PCUNRESTRICTED$2,500
SILICON VALLEY URBAN DEBATE LEAGUE
SOBRATO CENTER FOR NONPROFITS 502MILPITASCA95035PCUNRETRICTED$2,500VALLEY WAY
SMART NORTH
1724 SUMMIT AVEMINNEAPOLISMN55403PCUNRESTRICTED$30,000
SOCIAL VENTURE PARTNERS MINNESOTA
SOCIAL VENTURE PARTNERS MINNESOTAMINNEAPOLISMN55408PCUNRESTRICTED$20,0002801 HENNEPIN AVE S 152
SOL OF THE CITIES
1210 SPRING GREEN LANEBURNSVILLEMN55306PCUNRESTRICTED$5,000
SOL OF THE CITIES
1210 SPRING GREEN LANEBURNSVILLEMN55306PCUNRESTRICTED$30,000
SOL OF THE CITIES
1210 SPRING GREEN LANEBURNSVILLEMN55306PCCAPACITY BUILDING$50,000
SOL OF THE CITIES
202 N CEDAR AVE STE 1OWATONNAMN55060PCUNRESTRICTED$5,000
SOMALI YOUTH AND FAMILY DEVELOPMENT CENTER
2400 PARK AVENUEMINNEAPOLISMN55404PCSOMFAMS EAST AFRICAN YOUTH EDUCATION$30,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104PCUNRESTRICTED$5,000
SOUTHSIDE FAMILY NURTURING CENTER
2448 18TH AVENUE SOUTHMINNEAPOLISMN55404PCUNRESTRICTED$45,000
SPARK-Y YOUTH ACTION LABS
681 17TH AVE NE UNIT 101MINNEAPOLISMN55413PCAGRICULTURE AND ECONOMIC DEVELOPMENT$10,000
TEACHING FOR EQUITY EMPOWERMENT AND COMMUNITY HEALING (TEECH)
1041 GRAND AVENUE BOX 276ST PAULMN55105PCUNRESTRICTED$10,000
TEATRO DEL PUEBLO INC
209 PAGE ST WST PAULMN55107PCUNRESTRICTED$10,000
TEJIENDO FUTUROS (WITH EQUIVALENCY DETERMINATION)
PCUNRESTRICTED$40,0002A AVENIDA 4-33 BARRIO NORTEPANAJACHELGT7010
THE BELWIN CONSERVANCY
1553 STAGECOACH TRAIL SOUTHAFTONMN55001PCUNRESTRICTED$20,000
THE CHAIN COLLABORATIVE
133 FEDERAL WALKKENNETT SQUAREPA19348PCUNRESTRICTED$20,000
THE FAMILY PARTNERSHIP
1527 EAST LAKE STREETMINNEAPOLISMN55407PCMULTICULTURAL THERAPEUTIC PRESCHOOL$50,000
THE FOOD GROUP
8501 54TH AVE NNEW HOPEMN55428PCEMERGING FARMERS CONFERENCE$5,000
THE GOOD ACRE
1790 LARPENTEUR AVE WFALCON HEIGHTSMN55113PCUNRESTRICTED$50,000
THE LANGUAGE ATTITUDE INSTITUTE
3222 MORGAN AVE NORTHMINNEAPOLISMN55412PCCREATIVE LEADERSHIP COACHING$30,000
THE MINNEAPOLIS FOUNDATION
80 SOUTH EIGHTH STREETMINNEAPOLISMN55402PCNORTHSIDE YOUTH ENRICHMENT FUND$60,000
THE MUSEUM OF RUSSIAN ART
5500 STEVENS AVENUEMINNEAPOLISMN55419PCUNRESTRICTED$100,000
THE NATURE CONSERVANCY
1101 W RIVER PKWY SUITE 200MINNEAPOLISMN55415PCTUUNGANE PROJECT$10,000
THE NATURE CONSERVANCY
1101 W RIVER PKWY SUITE 200MINNEAPOLISMN55415PCTUUNGANE$60,000
THOUSAND CURRENTS
548 MARKET ST SUITE 62831SAN FRANCISCOCA941045401PCUNRESTRICTED$75,000
TIDES CENTER
1014 TORNEY AVENUESAN FRANCISCOCA94129PCUNRESTRICTED$45,000
TIWAHE FOUNDATION
332 MINNESOTA ST SUITE W1520ST PAULMN55101PCUNRESTRICTED$15,000
TIWAHE FOUNDATION
332 MINNESOTA ST SUITE W1520ST PAULMN55101PCUNRESTRICTED$10,000
TOWER-SOUDAN HISTORICAL SOCIETY
404 PINE STREET PO BOX 465TOWERMN55782PCUNRESTRICTED$5,000
TWIN CITIES HABITAT FOR HUMANITY
1954 UNIVERSITY AVE WMINNEAPOLISMN55104PCADVANCING BLACK HOMEOWNERSHIP$10,000
TWIN CITIES PBS (TPT)
172 EAST FOURTH STREET SUITE ESAINT PAULMN55101PCUNRESTRICTED$5,000
TWIN CITIES PBS (TPT)
172 EAST FOURTH STREET SUITE ESAINT PAULMN55101PCUNRESTRICTED$15,000
TWIN CITIES RISE
1301 BRYANT AVENUE NORTHMINNEAPOLISMN55411PCUNRESTRICTED$5,000
UJAMAA PLACE
1821 UNIVERSITY AVENUE SUITE 187SAINT PAULMN55104PCUNRESTRICTED$2,500
ULTIMATE PEACE INC
78 CRITTENDEN HILL RDSHELBURNE FALLSMA01370PCUNRESTRICTED$5,000
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK STREET SE SUITE 500MINNEAPOLISMN554552010PCCOLLEGE OF EDUCATION AND HUMANDEVELOPMENT WITH PREFERENCE TO NATIVE STUDIES WORKSHOP FOR EDUCATORS$5,000
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK STREET SE SUITE 500MINNEAPOLISMN554552010PCALEX P. GALLE SCHOLARSHIP FUND$4,000
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK STREET SE SUITE 500MINNEAPOLISMN554552010PCINSECT MUSEUM FUND$6,000
UNIVERSITY OF WISONSIN FOUNDATION
1848 UNIVERSITY AVEMADISONWI53726PCPETROVICH CHAIR$50,000
URBAN BIRD COLLECTIVE
122 W WINIFRED STREETSAINT PAULMN55107PCUNRESTRICTED$4,000
URBAN BIRD COLLECTIVE
122 W WINIFRED STREETSAINT PAULMN55107PCUNRESTRICTED$25,000
URBAN ROOTS MN
1110 PAYNE AVENUESAINT PAULMN55130PCYOUTH STEWARDSHIP AND CONSERVATION$45,000
URBAN ROOTS MN
1110 PAYNE AVENUESAINT PAULMN55130PCUNRESTRICTED$35,000
URBAN STRATEGIES INC
100 N BROADWAY SUITE 1110ST LOUISMO63102PCGREEN GARDEN PROJECT$30,000
VOICES FOR RACIAL JUSTICE
2525 E FRANKLIN AVENUE SUITE 301MINNEAPOLISMN55406PCUNRESTRICTED$35,000
WAKAN TIPI AWANYANKAPI (FKA LOWER PHALEN CREEK PROJECT)
60 PLATO BLVD EAST SUITE 400SAINT PAULMN55107PCDAYLIGHTING PHALEN CREEK$60,000
WALKER WEST MUSIC ACADEMY
760 SELBY AVENUESAINT PAULMN55104PCUNRESTRICTED$3,000
WALKER WEST MUSIC ACADEMY
760 SELBY AVENUESAINT PAULMN55104PCUNRESTRICTED$3,000
WANDIKWEZA (WITH EQUIVALENCY DETERMINATION)
PCUNRESTRICTED$25,00047/4/622 AREA 47 P O BOX 851LILONGWELILONGWEMI265
WASHBURN CENTER FOR CHILDREN
1100 GLENWOOD AVEMINNEAPOLISMN55405PCUNRESTRICTED$15,000
WAY TO GROW
201 IRVING AVE N SUITE 100MINNEAPOLISMN55405PCUNRESTRICTED$75,000
WE WIN INSTITUTE INC
3424 PORTLAND AVENUE SOUTHMINNEAPOLISMN55407PCUNRESTRICTED$40,000
WELLSHARE INTERNATIONAL
122 WEST FRANKLIN AVENUE SUITE 510MINNEAPOLISMN55404PCTOGETHER FOR HEALTH/AFYA KWA PAMOJA$30,000
WESTSIDE BOOSTERS YOUTH ATHLETIC CLUB INCORPORATED
179 ROBIE ST EST PAULMN551072360PCUNRESTRICTED$5,000
WILDERNESS INQUIRY
1611 COUNTY RD B WEST SUITE 315ST PAULMN55113PCUNRESTRICTED$5,000
WOMEN'S FOUNDATION OF MINNESOTA
105 FIFTH AVENUE SOUTH SUITE 300MINNEAPOLISMN55401PCUNRESTRICTED$1,000
WORLD SAVVY
2429 NICOLLET AVEMINNEAPOLISMN55404PCCRITICAL CONVERSATIONS$20,000
WORLD SAVVY
2429 NICOLLET AVEMINNEAPOLISMN55404PCWE MUST IMAGINE CAMPAIGN$30,000
WORLD SAVVY
2429 NICOLLET AVEMINNEAPOLISMN55404PCINFORMATION MANAGEMENT SYSTEM$100,000
YMCA OF THE NORTH
651 NICOLLET MALL SUITE 500MINNEAPOLISMN55402PCUNRESTRICTED$10,000
YMCA OF THE NORTH
651 NICOLLET MALL SUITE 500MINNEAPOLISMN55402PCYMCA BEACONS PROGRAM$35,000
YOUTH FOR UNDERSTANDING
C/O DEVELOPMENT OFFICE 3995 FASHIONSAGINAWMI48603PCUNRESTRICTED$7,000SQUARE BLVD SUITE 2
YOUTH LEADERSHIP INITIATIVE
5500 38TH AVENUE SOUTHMINNEAPOLISMN55417PCUNRESTRICTED$30,000
YOUTHPRISE
3001 BROADWAY ST NE SUITE 330MINNEAPOLISMN55413PCUNRESTRICTED$50,000
YWCA MINNEAPOLIS
2121 EAST LAKE STREETMINNEAPOLISMN55407PCUNRESTRICTED$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,205,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescVISION FUND INTERNATIONALDesc
Exclusion14ExclusionCd
Related Or Exempt Function Incm$14,307RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$291,990ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,897,510ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$271,259ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$75,597UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$7,716,768ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business901101BusinessCd
Unrelated Business Taxbl Incm-$116,011UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$40,414UnrelatedBusinessTaxblIncmAmt
Exclusion$11,177,527ExclusionAmt
Related Or Exempt Function Incm$14,307RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,151,420TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementINTEREST INCOME ON PROGRAM RELATED INVESTMENTRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MA MORTENSON COMPANYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1700 MEADOW LANE NAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55422ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,025,665TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
15,805 SHARES OF MFO DODGE & COX STOCK FD (DODGX)$1,656,8452024-12-03
183,532 SHARES OF MFO VANGUARD SPECIALIZED FUNDS DIVIDEND GROWTH FD$3,454,8992024-12-03

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryADMINISTRATIVE SERVICESCategoryTxt
Amt$203,644Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$203,644DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
NORTHSIDE BOXING CLUB
1704 N33RD AVEMINNEAPOLISMN554122023-09-27$30,000NORTHSIDE BOXING CLUB'S MISSION IS TO EFFECT POSITIVE CHANGE IN NORTH MINNEAPOLIS YOUTH THROUGH BOXING, EDUCATION, AND PHYSICAL FITNESS. OUR VISION IS TO INSPIRE A COMMUNITY OF POWERFUL AND HOPEFUL YOUTH WHO ACHIEVE SELF-DISCIPLINE, CONFIDENCE, COMPASSION AND RESPECT.$25,000N/A02/28/24FOUNDATION STAFF REVIEWED THE GRANTEE'S REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
NORTHSIDE BOXING CLUB
1704 N33RD AVEMINNEAPOLISMN554122024-07-31$30,000NORTHSIDE BOXING CLUB'S MISSION IS TO EFFECT POSITIVE CHANGE IN NORTH MINNEAPOLIS YOUTH THROUGH BOXING, EDUCATION, AND PHYSICAL FITNESS. OUR VISION IS TO INSPIRE A COMMUNITY OF POWERFUL AND HOPEFUL YOUTH WHO ACHIEVE SELF-DISCIPLINE, CONFIDENCE, COMPASSION AND RESPECT.$30,000N/A02/12/25FOUNDATION STAFF REVIEWED THE GRANTEE'S REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$69,920,593EOYBookValueAmt
EOYFMV$81,497,360EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (34 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ABBEY CAPITAL MULTI-MANAGER FUND LTDFMV$2,623,617$2,345,365
ADVANCED TRADE GROWTHFMV$1,500,000$1,763,478
BASE10 ADVANCEMENTFMV$742,799$781,520
BRAESWOOD CARBON PARTNERS, LPFMV$2,913,595$3,491,486
BRAESWOOD CLIMATE PARTNERS, LPFMV$1,449,622$1,627,375
BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUNDFMV$502,920$1,095,155
BROWN VENTURE GROUPFMV$447,365$610,043
COVEN INCFMV$546,111$546,111
DEV EQUITY II, LPFMV$671,797$584,177
ECOSYSTEM INTEGRITY FUND III LPFMV$663,516$722,482
ECOSYSTEM INTEGRITY FUND V LPFMV$404,096$444,552
FRACTAL AGRICULTURE REGENERATIVEFMV$975,931$999,349
GRANITE EQUITYFMV$962,642$1,550,329
HEWITT LLLPFMV$5,562,241$9,121,258
KIPETO SPV, LLCFMV$528,623$707,546
KUJA KUJAFMV$1,513,666$1,567,073
LYME FOREST FUND V FB LPFMV$661,539$1,181,487
MONDRIAN GLOBAL EQUITY ESG FUNDFMV$9,876,834$10,178,506
MPOWERED CAPITAL ACCESS FUND LPFMV$510,642$561,137
MT NUTRITION IIFMV$1,032,848$1,782,760
NORTH SKY CLEAN GROWTH FUND VI, LPFMV$1,191,886$2,223,216
NOVASTAR VENTURESFMV$111,844$111,842
OBVIOUS VENTURES III, L. P.FMV$695,185$1,221,703
OKABENA MARKETABLE ALT FUNDFMV$4,471,832$10,009,879
OSK IMPACT HOLDINGS, LLCFMV$1,000,000$1,000,000
PALO ALTO LIFE SCIENCESFMV$1,457,351$1,468,415
RETHNK FOOD, LPFMV$768,422$702,693
RETHINK IMPACT, LPFMV$1,337,002$2,606,110
ROCKWALL CAPITAL PARTNERS, LLCFMV$715,985$2,049,944
RTW OFFSHORE FUND ONE, LTDFMV$1,465,376$1,139,724
SHARED X, LLCFMV$1,827,519$3,326,943
SHARES SPV-D LLCFMV$373,126$742,560
SOL ORGANICA, LLCFMV$2,047,305$1,925,000
WOVENEARTH FUND IFMV$930,542$1,048,152

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (22 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST RECEIVABLE$62,630$64,573$64,573
AFRICAN DEVELOPMENT CENTER 2022$250,000$250,000$250,000
AFRICAN ECONOMIC DEVELOPMENT$150,000$150,000$150,000
AFRICE LOAN$0$20,000$20,000
ASILI HOLDINGS, LLC$500,000$500,000$500,000
BII GII WIIN COMMUNITY DEVELOPMENT$100,000$100,000$100,000
FABRETTO CHILDREN'S FOUNDATION NOTE$25,000$0$0
FORTIS CAPITAL$250,000$250,000$250,000
LAND BANK TWIN CITIES$100,000$100,000$100,000
LATINO ECONOMIC DEVELOPMENT CENTER$150,000$150,000$150,000
LINCOLN NATIONAL LIFE INSURANCE POLICY$106,812$37,933$37,933
NEDA CENTRO DE FINANZAS LLC$100,000$100,000$100,000
NONPROFITS ASSISTANCE FUND$200,000$0$0
NORTHSIDE ECONOMIC OPPORTUNITY$150,000$150,000$150,000
PARTNERS IN FOOD SOLUTIONS$250,000$500,000$500,000
ROOT CAPITAL, INC.$500,000$500,000$500,000
SHARED_X PROMISSORY NOTE$500,000$500,000$500,000
SOL ORGANICA FARMER FUNDING$100,000$100,000$100,000
SOL ORGANICA NOTE$384,089$384,089$384,089
SOL ORGANICA BRIDGE LOAN #2$0$450,000$450,000
TIAA CREF LIFE INSURANCE POLICY$91,615$56,003$56,003
WORLD VISION LOAN - PRI$500,000$500,000$500,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON CONTRIBUTED STOCKDesc
Amt$1,868,732Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (34 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$2$2$0
CUSTODY FEES$81,362$81,362$0
CLIENT SERVICES$39,387$0$39,387
COMPUTER EXPENSES$18,341$0$17,136
DUES AND SUBSCRIPTIONS$45,219$0$45,365
FDTN CONFERENCES & MEETINGS$21,132$0$21,202
OFFICE EXPENSES AND SUPPLIES$2,699$0$2,568
PROFESSIONAL EDUCATION$14,177$0$13,963
LIFE INSURANCE EXPENSES$730,109$0$0
INTEREST EXPENSE$56,147$56,147$0
TRAVEL$29,217$0$29,226
FROM K-1 ABBEY CAPITAL$99,370$99,370$0
FROM K-1 BASE10 ADVANCEMENT$2,594$2,554$0
FROM K-1 BRAESWOOD CARBON$5,983$5,983$0
FROM K-1 BRAESWOOD CLIMATE$17,685$17,685$0
FROM K-1 BRIDGEWORKFORCE$4,066$4,065$0
FROM K-1 BROWN VENTURE GROUP$65,612$65,132$0
FROM K-1 FRACTAL$22,739$22,739$0
FROM K-1 GRANITE EQUITY$19,217$19,217$0
FROM K-1 HEWITT LLLP$27,813$26,633$0
FROM K-1 KENYA VULTURES$3,902$3,902$0
FROM K-1 LYME FOREST FUND V$2,071$2,071$0
FROM K-1 MONDRIAN GLOBAL$4,943-$1,768$0
FROM K-1 MPOWERED CAPITAL ACCESS$45,469$22,102$0
FROM K-1 MT NUTRITION II$22,511$9,140$0
FROM K-1 NORTH SKY CLEAN GROWTH$40,187$18,979$0
FROM K-1 NOVASTAR$28,064$10,747$0
FROM K-1 OBVIOUS VENTURES$739$739$0
FROM K-1 RETHINK FOOD$34,986$34,716$0
FROM K-1 RETHINK IMPACT, LP$40,839$40,666$0
FROM K-1 ROCK WALL CAPITAL PARTNERS, LLC$46,540$2,003$0
FROM K-1 SHARED X$81,639$0$0
FROM K-1 SHARES SPV$18,219$18,219$0
FROM K-1 WOVENEARTH FUND$50,167$50,155$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (21 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
AFRICAN DEVELOPMENT$1,613$1,613$1,613
AFRICAN ECONOMIC$2,500$2,500$2,500
AFRICE$333$333$333
BII GII WIIN C$1,000$1,000$1,000
FABRETTO CHILDRENS$500$500$500
FORTIS$3,750$3,750$3,750
LAND BANK TRUST$1,000$1,000$1,000
LATINO$1,500$1,500$1,500
NEDA CENTRO$1,000$1,000$1,000
NEON$1,500$1,500$1,500
NONPROFITS$1,000$1,000$1,000
OSK IMPACT HOLDINGS$70,192$70,192$70,192
PARTNERS IN FOOD$4,264$4,264$4,264
ROOT CAPITAL$10,000$10,000$10,000
SOL ORGANICA$73,266$8,734$73,266
OTHER INCOME$24$24$24
DEV EQUITY II, LP$25,116$1,374$25,116
ECOSYSTEM$58$143$58
OKABENA MARKET$72,643$72,643$72,643
VISION FUND INTERNATIONAL$14,307$14,307$14,307
OTHER INCOME$0-$116,011

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DUE TO BROKER$194,176$90,554
PAYROLL$67,202$53,906

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (16 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BASE10 MANAGEMENT FEES$39,054$39,054$0
BROWN VENTURE GROUP MANAGEMENT FEES$25,000$25,000$0
ECOSYSTEMS$68,125$68,125$0
FRACTAL AGRICULTURE REG MANAGEMENT FEES$2,554$2,554$0
LYME FOREST FUND$8,500$8,500$0
MONDRIAN GLOBAL EQUITY MANAGEMENT FEES$45,928$45,928$0
MPOWER CAPITAL ACCESS MANAGEMENT FEES$15,000$15,000$0
MT NUTRITION MANAGEMENT FEES$30,000$30,000$0
NORTH SKY CLEAN GROWTH MANAGEMENT FEES$27,000$27,000$0
NORTHERN TRUST MANAGEMENT FEES$40,051$40,051$0
OBVIOUS VENTURES$20,000$20,000$0
OKABENA MANAGEMENT FEES$47,310$47,310$0
UBS FINANCIAL MANAGEMENT FEES$416,862$416,862$0
WOVENEARTH$10,000$10,000$0
INVESTMENT ADVISORY FEES$158,550$158,550$0
CONSULTING SERVICES$73,350$0$73,350

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$35,000$0$0
FOREIGN TAXES$107,425$107,425$0
STATE FILING FEES$26$0$26