2025-11-03T14:41:37-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 411429402 DULUTH-SUPERIOR AREA COMMUNITY FOUNDATION DULU 2187260232 324 W SUPERIOR STREET 700 DULUTH MN 55802 SHAUN FLOERKE PRESIDENT & CEO 2187260232 2025-11-03 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-11-03 2024 2025-03-06 01:10:19Z BOREAL WATERS COMMUNITY FOUNDATION SHAUN FLOERKE 324 W SUPERIOR STREET 700 DULUTH MN 55802 16601587 0 X WWW.DSACOMMUNITYFOUNDATION.COM X 1982 MN WE UNITE PEOPLE AND RESOURCES, DRIVING BOLD ACTION TO CREATE LASTING IMPACT FOR A BRIGHTER TOMORROW. 14 14 14 240 0 0 5974789 2370441 0 0 -9217383 4058785 -16755 -11694 -3259349 6417532 2326780 5417464 0 0 1005356 995687 0 0 308533 621294 651894 3953430 7065045 -7212779 -647513 106281568 118006182 6554338 7736696 99727230 110269486 X WE UNITE PEOPLE AND RESOURCES, DRIVING BOLD ACTION TO CREATE LASTING IMPACT FOR A BRIGHTER TOMORROW. 0 0 6017450 5417464 0 IN 2024, THE COMMUNITY FOUNDATION AWARDED $4,597,558 IN GRANTS AND $819,906 IN SCHOLARSHIPS. TOTAL GRANTS AWARDED (INCLUDING INTERFUND GRANTS) FOR ALL PROGRAM AREAS WAS $5,417,464 COMPRISED OF: 27% UNRESTRICTED FUNDS, 19% DESIGNATED, 18% FIELD OF INTEREST, 5% ORGANIZATIONAL ENDOWMENTS, 15% SCHOLARSHIPS AND 16% DONOR ADVISED. THE LARGEST PROGRAM AREA SUPPORTED WAS HUMAN SERVICES WITH 38% OF GRANT FUNDS, FOLLOWED BY, 20% COMMUNITY ECONOMIC DEVELOPMENT , 15% EDUCATION, 13% IN SCHOLARSHIPS, 10% IN ENVIRONMENT, AND 4% IN ARTS. IN 2024, THE COMMUNITY FOUNDATION AWARDED $392,015 SCHOLARSHIPS FROM ENDOWED FUNDS AND $41,000 FROM 4 TEMPORARY SCHOLARSHIP FUNDS THAT THE FOUNDATION PROVIDES SCHOLARSHIP SERVICES. IN ADDITION, THE FOUNDATION PROVIDED ADMINISTRATIVE SERVICES FOR TWO AFFILIATED SCHOLARSHIPS TOTALING $244,833 WHERE ALL OF THE FUNDS ARE HELD BY A LOCAL BANK. 264149 0 0 IN 2024, AS PART OF ONGOING STRATEGIC PLANNING EFFORTS, BOREAL WATERS MADE SIGNIFICANT IMPROVEMENTS TO GRANTMAKING DESIGNED TO BETTER ALIGN RESOURCES WITH THE NEEDS OF THE COMMUNITIES SERVED. THIS INVOLVED RESTRUCTURING COMMITTEES TO INCLUDE COMMUNITY MEMBERS WITH LIVED EXPERIENCE AND EXPERTISE IN THE AREAS WHERE FUNDS ARE DIRECTED (E.G., CHILDHOOD POVERTY, MISSING A SENSE OF BELONGING, ETC.). THE FOCUS AREAS OF OPPORTUNITY, RESILIENCE, BELONGING AND TRANSFORMATION WERE BETTER DEFINED THROUGH COMMUNITY FEEDBACK AND RESEARCH TO ENSURE EFFORTS ARE IMPACTFUL AND SUSTAINABLE. THE SECOND REQUEST FOR PROPOSALS WAS ALSO MADE MORE ACCESSIBLE BY CREATING A LETTER OF INTENT PROCESS, WHICH ALLOWED FOR US TO GET BACK TO ORGANIZATIONS FASTER. THESE CHANGES ARE PART OF THE BROADER STRATEGY TO ENHANCE THE EFFECTIVENESS AND REACH OF BOREAL WATER'S GRANTMAKING, ENSURING THAT NOT ONLY NEEDS ARE MET, BUT EFFORTS FOCUS ON MEANINGFUL, LASTING IMPROVEMENTS.BOREAL WATERS CONTINUED TO BE RESPONSIVE TO COMMUNITY NEEDS AND OPPORTUNITIES. LEADERSHIP INITIATIVES WERE DEVELOPED WITH COLLABORATING ORGANIZATIONS, SUCH AS NONPROFITS AT NOON, BE ON BOARD, AND OTHER PROGRAMS TO HELP NONPROFITS BUILD SKILLS AND PROVIDE PROFESSIONAL DEVELOPMENT. ADDITIONAL COMMUNITY LEADERSHIP SOUGHT TO FILL A GAP FOR LOCAL NONPROFITS IN RECRUITING VOLUNTEERS TO SERVE AS TRUSTEES. COMMUNITY IMPACT PROGRAMMING IS IN ADDITION TO BOREAL WATERS ON-GOING GRANT AND SCHOLARSHIP ACTIVITY. 6281599 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MN WI X PAIGE FREESE 2187260232 324 W SUPERIOR STREET 700 DULUTH MN 55802 SHAUN FLOERKE PRESIDENT/CEO 40.00 X 160958 0 49875 PAIGE FREESE FINANCE DIRECTOR 40.00 X 80404 0 15149 KERSTYN HENDRICKS CHAIR 1.00 X X 0 0 0 JOSCELYN SKANDEL CHAIR (THRU MARCH) 1.00 X X 0 0 0 KATELYN BAUMANN VICE CHAIR 1.00 X X 0 0 0 MATT VAILLANT TREASURER 1.00 X X 0 0 0 DAVID MONTGOMERY TREASURER (THRU NOVEMBER) 1.00 X X 0 0 0 PATRICK HEFFERNAN SECRETARY 1.00 X X 0 0 0 MOIRA VILLIARD SECRETARY (THRU JUNE) 1.00 X X 0 0 0 AILEEN BEARD TRUSTEE 1.00 X 0 0 0 BRENDA BRANNAN TRUSTEE (THRU MARCH) 1.00 X 0 0 0 LEE JENSEN BUJOLD TRUSTEE 1.00 X 0 0 0 JEFF COREY TRUSTEE 1.00 X 0 0 0 FRED FRIEDMAN TRUSTEE 1.00 X 0 0 0 ANGELA GILBERTSON TRUSTEE 1.00 X 0 0 0 SAKIB MAHMUD TRUSTEE 1.00 X 0 0 0 PETER PFANKUCH TRUSTEE 1.00 X 0 0 0 HEIDI SIGFRIDS TRUSTEE 1.00 X 0 0 0 SANDRA WRIGHT TRUSTEE 1.00 X 0 0 0 JULIAN ZEBOT TRUSTEE 1.00 X 0 0 0 241362 0 65024 1 0 1 0 0 25000 2345441 52634 2370441 2454817 2454817 11769619 10165651 1603968 1603968 1603968 4210 25000 18404 -14194 -14194 2500 2500 2500 6417532 0 0 4047091 4597558 4597558 819906 819906 306386 175655 60582 70149 543133 311416 107379 124338 30508 17484 6035 6989 61180 35062 12103 14015 54480 31256 10762 12462 2064 1032 1032 30835 30835 181924 181924 65348 49166 5833 10349 36363 21211 6901 8251 10241 6925 1537 1779 7892 7892 40384 23120 8247 9017 2673 2673 32980 19052 6454 7474 39510 22585 7739 9186 7453 4269 1475 1709 DUES AND SUBSCRIPTIONS 65467 37847 12800 14820 PRINTING AND MATERIALS 47249 42952 774 3523 EQUIPMENT MAINTENANCE 40521 23368 7949 9204 PUBLIC EDUCATION MEETIN 18183 12694 2544 2945 22807 18476 2008 2323 7065045 6281599 474913 308533 1541079 838077 1790939 1846067 311270 303368 58800 586540 432323 187853 154217 101463712 113720401 986715 1085252 106281568 118006182 77309 74396 508606 727823 134975 112754 5833448 6821723 6554338 7736696 X 27026588 28828412 72700642 81441074 99727230 110269486 106281568 118006182 X -647513 12013777 -824008 X 0 1 X 1 0 X 3551535 6454949 4606817 5974789 2370441 22958531 3551535 6454949 4606817 5974789 2370441 22958531 5850323 17108208 1686056 1832506 1936173 2249793 2454817 10159345 10768 5063 2500 18331 33136207 0.51630 0.53810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38 5 79638 103 891992 50500 12838285 1014967 1 1 98214882 1894456 15171036 6345189 236379 108698806 82222507 5735927 13758088 3139149 362491 98214882 99673391 4155128 -17139647 4280254 186111 82222507 86146487 4182596 12823051 3402377 76366 99673391 76490672 2726303 10227858 2269157 1029189 86146487 0.26521 0.56815 0.16664 0 0 275804 149998 125806 310736 282325 28411 154217 HELD IN TRUST FOR OTHERS 242378 FUNDS HELD AS AGENCY ENDOWMENTS 6472042 LEASE LIABILITY - OPERATING 107303 6821723 17286058 12013777 -963327 11050450 6235608 181924 181924 6417532 6743802 0 6743802 181924 139319 321243 7065045 PART V, LINE 4: THE INTENDED USES FOR ALL ENDOWED FUNDS ARE STRICTLY AS SET BY THE FUND AGREEMENT OF EACH FUND. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -20,197. DISTRIBUTIONS FROM AND CHANGE IN VALUE OF ASSETS HELD BY OTHERS 195,452. CHANGE IN VALUE OF AGENCY ENDOWMENT FUND -1,138,582. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS MADE FROM AGENCY ENDOWMENTS NET OF REFUNDS 139,319. GOLF FORETHE GREATER GOOD 29210 25000 4210 3114 2817 2594 3891 298 5690 29210 25000 4210 3114 2817 2594 3891 298 5690 18404 -14194 1 23RD VETERAN PO BOX 161483 DULUTH MN 55816 473420231 501(C)(3) 62000 0 HUMAN SERVICES ADVOCATES AGAINST DOMESTIC ABUSE PO BOX 153 AITKIN MN 56431 411543099 501(C)(3) 15000 0 HUMAN SERVICES ADVOCATES FOR FAMILY PEACE 820 N 9TH ST GRAND RAPIDS MN 55792 411377489 501(C)(3) 12541 0 HUMAN SERVICES AMERICAN RED CROSS SERVING NORTHERN MINNESOTA 2524 MAPLE GROVE ROAD DULUTH MN 55811 530196605 501(C)(3) 62305 0 HUMAN SERVICES ANIMAL ALLIES HUMANE SOCIETY 4006 AIRPORT RD DULUTH MN 55811 410917362 501(C)(3) 36500 0 ENVIRONMENT ARMORY ARTS AND MUSIC CENTER 1626 LONDON RD DULUTH MN 55812 680497248 501(C)(3) 7000 0 ARTS ARROWHEAD ANIMAL RESCUE PO BOX 1274 GRAND MARAIS MN 55604 451743121 501(C)(3) 25000 0 ENVIRONMENT ARROWHEAD ECONOMIC OPPORTUNITY AGENCY 702 S 3RD AVE W VIRGINIA MN 55792 416052144 501(C)(3) 13087 0 HUMAN SERVICES ASHLAND COUNTY 201 MAIN ST W ASHLAND WI 54806 396005666 GOVERNMENT, PUBLIC S 50000 0 HUMAN SERVICES ASHLAND EDUCATION FUND INC PO BOX 262 ASHLAND WI 54806 812858640 501(C)(3) 5055 0 EDUCATION BAD RIVER BAND OF LAKE SUPERIOR TRIBE OF CHIPPEWA INDIANS 72682 MAPLE ST ODANAH WI 548610039 391178897 TRIBAL SECTION 7871 103943 0 COMM ECON DEV BAYFIELD CARNEGIE LIBRARY PO BOX 727 BAYFIELD WI 54814 396005395 GOVERNMENT, PUBLIC S 5556 0 EDUCATION BAYFIELD COMMUNITY EDUCATION FOUNDATION INC PO BOX 921 BAYFIELD WI 54814 391843162 501(C)(3) 13127 0 EDUCATION BAYFIELD HERITAGE ASSOCIATION INC 30 N BROAD ST BAYFIELD WI 54814 391307338 501(C)(3) 7132 0 EDUCATION BOY SCOUTS OF AMERICA-VOYAGEURS AREA COUNCIL 3877 STEBNER ROAD HERMANTOWN MN 558111733 410695583 501(C)(3) 9400 0 EDUCATION BOYS & GIRLS CLUBS OF THE NORTHLAND 102 S 29TH AVE W 200 DULUTH MN 55816 410969947 501(C)(3) 6506 0 HUMAN SERVICES CARE PARTNERS OF COOK COUNTY PO BOX 282 GRAND MARAIS MN 556040282 473747964 501(C)(3) 25000 0 HUMAN SERVICES CAST OUTDOOR ADVENTURES INC 1270 BLACK WOLF TRAIL ELY MN 55731 872204563 501(C)(3) 27000 0 HUMAN SERVICES CENTER AGAINST SEXUAL & DOMESTIC ABUSE INC (CASDA) 318 21ST AVE E SUPERIOR WI 54880 391478768 501(C)(3) 10787 0 HUMAN SERVICES CHILDREN'S DENTAL SERVICES 636 BROADWAY ST NE MINNEAPOLIS MN 55413 410857929 501(C)(3) 23902 0 HUMAN SERVICES CHUM 102 W 2ND ST DULUTH MN 55802 411227969 501(C)(3) 256361 0 HUMAN SERVICES CITY OF TOWER PO BOX 576 TOWER MN 55790 410919210 GOVERNMENT, PUBLIC S 13386 0 COMM ECON DEV COLLEGE OF SAINT BENEDICT 37 S COLLEGE AVE SAINT JOSEPH MN 56374 410969244 501(C)(3) 15000 0 EDUCATION COLLEGE OF ST SCHOLASTICA INC 1200 KENWOOD AVE DULUTH MN 55811 410698301 501(C)(3) 27000 0 EDUCATION COMMUNITY ACTION DULUTH 2424 W 5TH ST STE 102 DULUTH MN 55806 411410670 501(C)(3) 57000 0 COMM ECON DEV COMMUNITY PARTNERS - TWO HARBORS LIVING AT HOME BLOCK NURSE PROGRAM 417 SOUTH AVE TWO HARBORS MN 55616 411963127 501(C)(3) 7400 0 HUMAN SERVICES CONGREGATIONS CARING FOR CREATION DBA MINNESOTA INTERFAITH POWER & LIGHT 4407 E LAKE ST MINNEAPOLIS MN 55406 260735674 501(C)(3) 100000 0 COMM ECON DEV CONTENTED CRITTERS 1939 OLD HIGHWAY 1 ELY MN 55731 411835418 501(C)(3) 25000 0 ENVIRONMENT CORE COMMUNITY RESOURCES INC PO BOX 1530 BAYFIELD WI 548141530 562618057 501(C)(3) 9538 0 HUMAN SERVICES COVENANT ENABLING RESIDENCES OF MINNESOTA INC 322 N 60TH AVE W DULUTH MN 55807 411879965 501(C)(3) 6913 0 HUMAN SERVICES DAMIANO OF DULUTH INC 206 W 4TH ST ROOM 201 DULUTH MN 558061604 411453521 501(C)(3) 57968 0 HUMAN SERVICES DESTINATION DULUTH 314 W SUPERIOR ST DULUTH MN 55802 461907687 501(C)(3) 8000 0 COMM ECON DEV DIVINE KONNECTIONS INC 2122 WOODLAND AVE DULUTH MN 55803 850808588 501(C)(3) 115000 0 HUMAN SERVICES DULUTH AREA CHAMBER FOUNDATION 5 W 1ST ST DULUTH MN 55802 882181306 501(C)(3) 70000 0 COMM ECON DEV DULUTH AREA FAMILY YMCA PO BOX 3678 DULUTH MN 55803 410693931 501(C)(3) 7770 0 EDUCATION DULUTH ART INSTITUTE 130 W SUPERIOR ST DULUTH MN 55802 410945449 501(C)(3) 9263 0 ARTS DULUTH CENTER FOR WOMEN AND CHILDREN 23 W CENTRAL ENTRANCE DULUTH MN 55811 842269147 501(C)(3) 49130 0 COMM ECON DEV DULUTH CHILDREN'S MUSEUM INC 2125 W SUPERIOR ST DULUTH MN 55806 410718361 501(C)(3) 85118 0 EDUCATION DULUTH PLAYHOUSE 211 E SUPERIOR ST DULUTH MN 55802 410694692 501(C)(3) 33197 0 ARTS DULUTH PUBLIC LIBRARY 520 W SUPERIOR ST DULUTH MN 55802 416005105 GOVERNMENT, PUBLIC S 5767 0 EDUCATION DULUTH SALVATION ARMY 215 S 27TH AVE W DULUTH MN 55806 362167910 501(C)(3) 6312 0 HUMAN SERVICES DULUTH SUPERIOR SYMPHONY ASSOCIATION 506 W MICHIGAN ST DULUTH MN 55802 410760835 501(C)(3) 10193 0 ARTS ELY AREA COMMUNITY FOUNDATION 760 MINERS DR E ELY MN 55731 061770182 501(C)(3) 22426 0 COMM ECON DEV FAMILY FREEDOM CENTER 310 N 1ST AVE W DULUTH MN 55806 830943572 501(C)(3) 92500 0 COMM ECON DEV FATHERS RISE TOGETHER DBA FAMILY RISE TOGETHER 201 E 1ST ST 3-4 DULUTH MN 55802 464718066 501(C)(3) 25000 0 COMM ECON DEV FINLAND CHILDREN IN NATURE GROUP PO BOX 579 FINLAND MN 55603 850701040 501(C)(3) 35000 0 HUMAN SERVICES FIRST WITNESS CHILD ADVOCACY CENTER 1402 E 2ND ST DULUTH MN 55805 411737291 501(C)(3) 7000 0 HUMAN SERVICES FOND DU LAC BAND OF LAKE SUPERIOR CHIPPEWA 1720 BIG LAKE ROAD CLOQUET MN 55720 410965719 TRIBAL SECTION 7871 5688 0 COMM ECON DEV FREE WISCONSIN LLC PO BOX 412 ASHLAND WI 54806 923161907 501(C)(3) 35000 0 HUMAN SERVICES FRIENDS OF THE APOSTLE ISLANDS NATIONAL LAKESHORE 86465 MEYERS OLSON RD BAYFIELD WI 54814 200079065 501(C)(3) 7804 0 EDUCATION FRIENDS OF THE FINLAND COMMUNITY PO BOX 582 FINLAND MN 55603 830494175 501(C)(3) 52000 0 COMM ECON DEV FRIENDS OF THE MADELINE ISLAND MUSEUM PO BOX 525 LA POINTE WI 54850 873146938 501(C)(3) 8000 0 EDUCATION FRIENDS OF THE NORTH PIKES CREEK WETLANDS INC PO BOX 905 BAYFIELD WI 54814 464067602 501(C)(3) 8000 0 ENVIRONMENT GARY-MORGAN PARK HOCKEY ASSOCIATION 1463 89TH AVE W DULUTH MN 55808 815013565 RENEWING/SPONSORED O 9506 0 EDUCATION GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES 400 2ND AVE W WAITE PARK MN 56387 410877820 501(C)(3) 38572 0 EDUCATION HARBOR HOUSE CRISIS SHELTERS 1531 HUGHITT AVE SUPERIOR WI 54880 391840533 501(C)(3) 6959 0 HUMAN SERVICES HARTLEY NATURE CENTER 3001 WOODLAND AVE DULUTH MN 55803 363507636 501(C)(3) 18791 0 ENVIRONMENT HAWK RIDGE BIRD OBSERVATORY INC PO BOX 3006 DULUTH MN 55803 760746366 501(C)(3) 25000 0 ENVIRONMENT HEAD OF THE LAKES UNITED WAY 314 W SUPERIOR ST DULUTH MN 55802 410857077 501(C)(3) 21349 0 HUMAN SERVICES HEALTHY ALLIANCES MATTER FOR ALL DBA HEALTH EQUITY NORTHLAND 312 N CENTRAL AVE DULUTH MN 55807 861658208 501(C)(3) 40000 0 COMM ECON DEV HERMANTOWN COMMUNITY CHURCH 4880 MAPLE GROVE RD HERMANTOWN MN 55811 411741384 501(C)(3) CHURCH 50000 0 HUMAN SERVICES HUMAN DEVELOPMENT CENTER 120 WEST SECOND STREET DULUTH MN 55802 410777937 501(C)(3) 16415 0 HUMAN SERVICES ISD #381 - LAKE SUPERIOR PUBLIC SCHOOLS 1640 HIGHWAY 2 TWO HARBORS MN 556164017 416001896 GOVERNMENT, PUBLIC S 8153 0 EDUCATION ISD #709 - DULUTH PUBLIC SCHOOLS 709 PORTIA JOHNSON DR DULUTH MN 55811 416003776 GOVERNMENT, PUBLIC S 37526 0 EDUCATION ISD #99 - ESKO PUBLIC SCHOOLS PO BOX 10 ESKO MN 55733 411450888 GOVERNMENT, PUBLIC S 25874 0 EDUCATION JUSTICE NORTH (FKA LASNEM) 230 W SUPERIOR ST DULUTH MN 55802 410958386 501(C)(3) 18770 0 HUMAN SERVICES LAKE SUPERIOR BIG TOP CHAUTAUQUA PO BOX 455 WASHBURN WI 54806 391548887 501(C)(3) 15944 0 EDUCATION LAKE SUPERIOR CENTER DBA GREAT LAKES AQUARIUM 353 HARBOR DRIVE DULUTH MN 55802 411659809 501(C)(3) 10000 0 ENVIRONMENT LAKEVIEW CHRISTIAN ACADEMY 155 W CENTRAL ENTRANCE DULUTH MN 558113450 411710169 501(C)(3) 9625 0 EDUCATION LANDMARK CONSERVANCY INC 500 E MAIN ST SUITE 307 MENOMONIE WI 54751 391872550 501(C)(3) 43464 0 ENVIRONMENT LIFE HOUSE INC 102 W 1ST ST DULUTH MN 55802 411704840 501(C)(3) 40385 0 COMM ECON DEV LIGHTHOUSE CENTER FOR VITAL LIVING 309 W 1ST ST DULUTH MN 55802 410706140 501(C)(3) 44646 0 HUMAN SERVICES LINCOLN PARENT TEACHER ORGANIZATION 1114 E 23RD ST HIBBING MN 55746 471762624 501(C)(3) 50000 0 EDUCATION LOCAL INITIATIVES SUPPORT CORPORATION (LISC) 202 W SUPERIOR ST SUITE 301 DULUTH MN 55802 133030229 501(C)(3) 50400 0 COMM ECON DEV MADELINE ISLAND PUBLIC LIBRARY 1 LIBRARY ST LA POINTE WI 54850 396005969 GOVERNMENT, PUBLIC S 8667 0 ARTS MAJI YA CHAI LAND SANCTUARY 2792 CLARK ROAD TWO HARBORS MN 55616 853587275 501(C)(3) 60000 0 COMM ECON DEV MARSHALL SCHOOL 1215 RICE LAKE ROAD DULUTH MN 55811 410765672 501(C)(3) 79069 0 EDUCATION MEN AS PEACEMAKERS 123 W SUPERIOR ST DULUTH MN 55802 411841689 501(C)(3) 53000 0 EDUCATION MENTOR NORTH 206 W 4TH ST DULUTH MN 55806 825321850 501(C)(3) 47892 0 HUMAN SERVICES MILLER-DWAN FOUNDATION 502 E 2ND ST DULUTH MN 55805 237396466 501(C)(3) 32700 0 HUMAN SERVICES MINNESOTA CENTER FOR EMPLOYEE OWNERSHIP 1420 8TH AVE N ST CLOUD MN 56303 844160755 501(C)(3) 45500 0 COMM ECON DEV MINNESOTA ENVIRONMENTAL PARTNERSHIP 546 RICE ST ST PAUL MN 55103 411986433 501(C)(3) 31000 0 ENVIRONMENT MINNESOTA LAND TRUST 2356 UNIVERSITY AVE W STE 240 SAINT PAUL MN 55114 411713652 501(C)(3) 30000 0 ENVIRONMENT MINNESOTA MASONIC CHILDREN'S CLINIC FOR COMMUNICATION DISORDERS 24 W 2ND ST DULUTH MN 558022015 411420162 501(C)(3) 7267 0 HUMAN SERVICES MINNESOTA PUBLIC RADIO THE KLING PUBLIC MEDIA CENTER SAINT PAUL MN 55101 410953924 501(C)(3) 25000 0 ENVIRONMENT MIXED BLOOD THEATRE COMPANY 1501 S 4TH ST MINNEAPOLIS MN 55454 411377499 501(C)(3) 25000 0 ARTS NATIVE AMERICAN EDUCATIONAL TECHNOLOGIES INC PO BOX 1500 HAYWARD WI 54843 391970895 501(C)(3) 49250 0 COMM ECON DEV NATURAL RESOURCES FOUNDATION OF WISCONSIN 211 S PATERSON ST SUITE 100 MADISON WI 53703 391572034 501(C)(3) 18000 0 ENVIRONMENT NATURE'S EDGE THERAPY CENTER 2523 14 3/4 AVE RICE LAKE WI 54868 392036389 501(C)(3) 6500 0 HUMAN SERVICES NOATUN COMMUNITY WOODEN BOAT WORKS 315 N LAKE AVE DULUTH MN 55806 881467207 501(C)(3) 10000 0 ENVIRONMENT NORTHEASTERN MINNESOTANS FOR WILDERNESS PO BOX 625 ELY MN 55731 010743018 501(C)(3) 25000 0 ENVIRONMENT NORTHLAND COLLEGE 1411 ELLIS AVE ASHLAND WI 54806 390806428 501(C)(3) 16254 0 EDUCATION NORTH SHORE COMMUNITY SCHOOL 5926 RYAN RD DULUTH MN 55804 412009080 501(C)(3) 17376 0 EDUCATION NORTH SHORE HEALTH CARE FOUNDATION PO BOX 454 GRAND MARAIS MN 55604 411694904 501(C)(3) 7376 0 HUMAN SERVICES NORTH SHORE HORIZONS INC 127 7TH ST TWO HARBORS MN 55616 411451736 501(C)(3) 8000 0 HUMAN SERVICES NORTH ST LOUIS COUNTY HABITAT FOR HUMANITY PO BOX 24 VIRGINIA MN 55792 411791050 501(C)(3) 7500 0 HUMAN SERVICES NORTHWEST WISCONSIN WORKFORCE INVESTMENT BOARD 301 ELLIS AVE ASHLAND WI 54806 392021280 501(C)(3) 25591 0 COMM ECON DEV NORTHWOOD CHILDREN'S SERVICES 4000 W 9TH ST DULUTH MN 55807 410706108 501(C)(3) 14184 0 HUMAN SERVICES NORTHWOODS WOMEN INC DBA NEW DAY ADVOCACY CENTER PO BOX 88 ASHLAND WI 548060088 391364912 501(C)(3) 79575 0 HUMAN SERVICES NORTHWOOD TECHNICAL COLLEGE FOUNDATION INC 1900 COLLEGE DR RICE LAKE WI 54868 391313438 501(C)(3) 7000 0 EDUCATION ONE ROOF COMMUNITY HOUSING 12 E 4TH ST DULUTH MN 55805 411678328 501(C)(3) 94726 0 HUMAN SERVICES OUTFRONT MINNESOTA COMMUNITY SERVICES 2446 UNIVERSITY AVE W SAINT PAUL MN 55114 363550489 501(C)(3) 50000 0 HUMAN SERVICES PILGRIM CONGREGATIONAL CHURCH 2310 E 4TH ST DULUTH MN 55812 410704218 501(C)(3) CHURCH 20326 0 HUMAN SERVICES PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA (PPMNS) 671 VANDALIA ST ST PAUL MN 55114 410948382 501(C)(3) 70572 0 HUMAN SERVICES PROCTOR SYNERGY INC 28 5TH ST PROCTOR MN 55810 275364218 501(C)(3) 8479 0 EDUCATION PROJECT RENEWAL OF DAVENPORT 906 W 5TH ST DAVENPORT IA 52802 134292017 501(C)(3) 35000 0 HUMAN SERVICES RAILS ENDOWMENT FOR ACADEMIC ART AND ATHLETIC DEVELOPMENT 131 9TH AVE PROCTOR MN 55810 770672002 501(C)(3) 9177 0 EDUCATION RECREATION AND FITNESS RESOURCES 140 S BROAD ST 1146 BAYFIELD WI 54814 421706601 501(C)(3) 10000 0 ENVIRONMENT RED CLIFF BAND OF LAKE SUPERIOR CHIPPEWA 88455 PIKE ROAD BAYFIELD WI 54814 391178866 TRIBAL SECTION 7871 12758 0 EDUCATION SCHOOL DISTRICT OF BAYFIELD 300 N 4TH ST BAYFIELD WI 54814 396000864 GOVERNMENT, PUBLIC S 25200 0 EDUCATION SECONDHAND HOUNDS DBA THE BOND BETWEEN 5959 BAKER RD MINNETONKA MN 55345 271296550 501(C)(3) 25000 0 ENVIRONMENT SECOND HARVEST NORTHERN LAKES FOOD BANK DBA SECOND HARVEST NORTHLAND 2302 COMMONWEALTH AVE DULUTH MN 55808 363479964 501(C)(3) 19216 0 HUMAN SERVICES SERVEMINNESOTA 120 S 6TH ST STE 2260 MINNEAPOLIS MN 55402 412010058 501(C)(3) 25000 0 EDUCATION ST LUKE'S FOUNDATION 1000 E 1ST ST SUITE 102 DULUTH MN 55805 411448118 501(C)(3) 16321 0 HUMAN SERVICES SUPERIOR RIVERS WATERSHED ASSOCIATION INC PO BOX 875 ASHLAND WI 54806 043740575 501(C)(3) 10000 0 ENVIRONMENT THE AUXILIA INITIATIVE INC 21 W OMAHA ST WASHBURN WI 54891 932994862 501(C)(3) 35000 0 HUMAN SERVICES THE BRICK MINISTRIES INC 420 ELLIS AVE ASHLAND WI 54806 611536545 501(C)(3) 7500 0 HUMAN SERVICES THE NATIONAL LOON CENTER FOUNDATION PO BOX 642 CROSSLAKE MN 56442 821717690 501(C)(3) 9725 0 ENVIRONMENT TOGETHER FOR LIFE NORTHLAND INC DBA STAR OF THE NORTH MATERNITY HOME 11 E SUPERIOR ST DULUTH MN 55802 270447207 501(C)(3) 25000 0 HUMAN SERVICES TOURIST CENTER SENIOR CITIZENS INC 1202 E HOWARD ST HIBBING MN 55746 411464206 501(C)(3) 28377 0 HUMAN SERVICES TOWN OF LA POINTE PO BOX 270 LA POINTE WI 54850 396005969 GOVERNMENT, PUBLIC S 20829 0 COMM ECON DEV TWO HARBORS AREA FOOD SHELF 2124 10TH ST TWO HARBORS MN 55616 471321541 501(C)(3) 9000 0 HUMAN SERVICES UDAC INC 4724 MIKE COLALILLO DR DULUTH MN 55807 410856115 501(C)(3) 5609 0 HUMAN SERVICES UNION GOSPEL MISSION 219 E 1ST ST DULUTH MN 55802 410724066 501(C)(3) 8312 0 HUMAN SERVICES UNITED WAY OF NORTHEASTERN MINNESOTA 608 EAST DR CHISHOLM MN 55719 410908454 501(C)(3) 17500 0 HUMAN SERVICES UNIVERSITY OF MINNESOTA FOUNDATION CORPORATE ENGAGEMENT CENTER MINNEAPOLIS MN 55455 416042488 501(C)(3) 243678 0 HUMAN SERVICES UNIVERSITY OF WISCONSIN - SUPERIOR PO BOX 2000 SUPERIOR WI 54880 391805963 GOVERNMENT, PUBLIC S 6911 0 ARTS UNIVERSITY OF WISCONSIN-SUPERIOR ALUMNI AND FRIENDS FOUNDATION INC PO BOX 2000 SUPERIOR WI 54880 396088707 501(C)(3) 31300 0 ENVIRONMENT U OF MN DULUTH - EXCELLENCE FUND DEPARTMENT OF DEVELOPMENT DULUTH MN 55812 416007513 501(C)(3) 5305 0 EDUCATION VOICES FOR ETHNIC AND MULTICULTURAL AWARENESS 12 W LAKE ST CHISHOLM MN 55719 863099521 501(C)(3) 7500 0 EDUCATION WASHBURN HISTORICAL MUSEUM INC 1 E BAYFIELD ST WASHBURN WI 54891 391714347 501(C)(3) 6000 0 ARTS WELCH CENTER INC DBA VALLEY YOUTH CENTER 720 N CENTRAL AVE DULUTH MN 55807 410850223 501(C)(3) 25000 0 COMM ECON DEV WESTERN LAKE SUPERIOR HABITAT FOR HUMANITY PO BOX 3190 DULUTH MN 55803 411631246 501(C)(3) 8053 0 HUMAN SERVICES WILD RIVERS HABITAT FOR HUMANITY INC 1357 N RIVER ST SPOONER WI 54801 391863020 501(C)(3) 16500 0 HUMAN SERVICES YWCA OF DULUTH 32 E1ST ST 202 DULUTH MN 55802 410696493 501(C)(3) 152539 0 COMM ECON DEV ZEITGEIST CENTER FOR ARTS AND COMMUNITY 222 E SUPERIOR ST DULUTH MN 55802 206424699 501(C)(3) 12601 0 ARTS 136 0 SCHOLARSHIPS 441 819906 PART I, LINE 2: DULUTH SUPERIOR AREA COMMUNITY FOUNDATION (DSACF) REQUIRES ALL GRANTEES TO SIGN AND ABIDE BY A GRANT AGREEMENT THAT REQUIRES THE GRANTEE TO USE GRANT MONIES ONLY FOR THE DESIGNATED PURPOSES DESCRIBED IN THE GRANT APPLICATION, MAINTAIN THEIR BOOKS/RECORDS TO ACCOUNT FOR SEPARATELY THE GRANT FUNDS AND EXPENDITURES, PERMIT DSACF ACCESS TO THEIR FILES/RECORDS, RETURN ANY UNUSED FUNDS, AND SUBMIT THE FINAL PROJECT REPORT BY A SET DATE. THE DSACF DIRECTOR OF COMMUNITY PHILANTHROPY AND THEIR STAFF MONITORS THE GRANTEE'S COMPLETION OF THESE CRITERIA INCLUDING REPORT REVIEWS, RANDOM FIELD AND GRANTEE REQUIRED PROGRESS REPORTS AND OTHER WORK AS CONSIDERED NECESSARY TO ENSURE FULL GRANTEE COMPLIANCE WITH ALL TERMS OF THE GRANT AGREEMENT. X X 0 0 0 0 0 0 0 0 0 SHAUN FLOERKE PRESIDENT/CEO 154505 0 4922 0 1531 0 8081 0 41794 0 210833 0 0 0 X 13 50180 FMV X AUCTION ITEMS 11 2175 FMV 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY INDEPENDENT AUDITORS AS A RESULT OF THEIR AUDIT, REVIEWED BY DSACF PRESIDENT, FINANCIAL OFFICER, DSACF AUDIT COMMITTEE THEN BY FULL DSACF BOARD. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS POLICY AND QUESTIONNAIRE SENT OUT TO ALL BOARD OF TRUSTEES (BOT) MEMBERS AND DSACF STAFF MONITORS BOT RESPONSES ALSO IN MAY WHEN NEW BOT MEMBERS TERM BEGINS THE SAME POLICY AND QUESTIONNAIRE IS SENT OUT AND DSACF STAFF MONITORS. AT EVERY BOT AND COMMITTEE MEETING A CONFLICT OF INTEREST SHEET IS PASSED OUT TO ATTENDEES TO MARK ANY CONFLICTS BEFORE VOTING, SAID SHEETS ARE GATHERED AND CONFLICTS ENTERED INTO BOARD ACTIONS. BOARD MEMBERS WITH CONFLICTS ARE ASKED TO LEAVE THE ROOM DURING ANY DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE RECOMMENDS THE SALARY FOR THE PRESIDENT WHO RECOMMENDS SALARY FOR ALL OTHER STAFF IN A BUDGET FOR EXECUTIVE COMMITTEE AND BOARD APPROVAL. THIS IS COMPLETED ANNUALLY AS PART OF THE OVERALL BUDGET ANALYSIS BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN PRESENTS THE BUDGET TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS 990 AVAILABLE TO THE PUBLIC UPON REQUEST AND ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND A FINANCIAL STATUS REPORT IN OUR ANNUAL REPORT IS SENT OUT TO NUMEROUS DONORS. FORM 990, PART XI, LINE 9: DISTRIBUTIONS FROM AND CHANGE IN VALUE OF ASSETS HELD BY OTHERS 195,452. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -20,197. CHANGE IN VALUE OF AGENCY ENDOWMENT FUND -999,263.