2023-09-29T11:24:31-05:00 2022-12-31 411697170 WAYCROSSE INC 15407 MCGINTY RD WEST DEPT 28 WAYZATA MN 55391 990 2022-01-01 411978254 THE WEM 2000 FOUNDATION WEM2 9526742800 PO BOX 5628 MINNEAPOLIS MN 554405628 HEATHER A DORSEY TRUSTEE 9526742850 2023-09-29 1 HEATHER DORSEY 999009999 0 AMANDA ROBERTSON P01286028 9526742800 2023-09-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEATHER A DORSEY PO BOX 5628 MINNEAPOLIS MN 554405628 8674517 0 X N/A X 2000 MN TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF ANY PUBLIC CHARITY LOCATED IN MINNESOTA,INCLUDING, BUT NOT LIMITED TO, THE DORSEY & WHITNEY FOUNDATION. 3 3 0 0 -16507 8434 44800 6861910 0 0 6252301 1805764 -6682 -32268 6290419 8635406 5000000 3850000 0 0 0 0 0 0 0 69014 131996 5069014 3981996 1221405 4653410 94111129 98764539 0 0 94111129 98764539 TO ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF ANY PUBLIC CHARITY LOCATED IN MINNESOTA, INCLUDING, BUT NOT LIMITED TO, THE DORSEY & WHITNEY FOUNDATION. 0 0 1400000 1400000 ASSISTED IN CARRYING OUT THE CHARITABLE PURPOSES OF THE DORSEY & WHITNEY FOUNDATION. 1000000 1000000 ASSISTED IN CARRYING OUT THE CHARITABLE PURPOSES OF PLYMOUTH CHRISTIAN YOUTH CENTER. 500000 500000 ASSISTED IN CARRYING OUT THE CHARITABLE PURPOSES OF THE WOMEN'S FOUNDATION OF MN. 950000 950000 950000 950000 3850000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 MN X HEATHER A DORSEY 9526742800 PO BOX 5628 MINNEAPOLIS MN 554405628 X SONNY F MILLER TRUSTEE 1.00 X 0 0 0 ELIZABETH S MACMILLAN TRUSTEE 1.00 X 0 0 0 HEATHER DORSEY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 6861910 1802374 6861910 1844669 959 1843710 27 9 18 206 -206 -206 -15 -191 38905 -38905 -38905 -24620 -14285 PASSED THROUGH FROM INTERNATIONAL 523000 6967 6967 PASSED THROUGH FROM GLOBAL EQUITY 523000 935 935 PASSED THROUGH FROM NON-TRADITION 523000 -9451 -268 -9183 -30540 7428 -37968 -32089 8635406 0 -16507 1790003 3850000 3850000 18098 18098 46982 46982 43999 43999 9400 9400 STATE TAXES 2068 2068 FOREIGN TAXES PASSED TH 3914 3914 FOREIGN TAXES PASSED TH 3193 3193 FEDERAL TAXES 3036 3036 1306 1306 3981996 3850000 131996 0 6257612 9072299 1103901 87853517 88588339 94111129 98764539 0 0 X 0 0 0 0 94111129 98764539 94111129 98764539 94111129 98764539 4653410 0 X 0 0 0 X X X 7 THE DORSEY & WHITNEY FOUNDATION 411424522 7 1 1400000 0 BLACK MEN TEACH 831629682 7 1 300000 0 TEACH FOR AMERICA - TWIN CITIES 133541913 7 1 300000 0 PLYMOUTH CHRISTIAN YOUTH CENTER 410794440 7 1 1000000 0 WOMEN'S FOUNDATION OF MN 411635761 7 1 500000 0 COOKIE CART 411866804 7 1 250000 0 ENVISION COMMUNITIES 883604915 7 1 100000 0 7 3850000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV SECTION A LINE 1 THE GOVERNING DOCUMENT PROVIDES THAT ITS SUPPORTED ORGANIZATIONS CONSIST OF A CLASS OF CHARITIES COMPRISED OF ANY PUBLIC CHARITY LOCATED IN MINNESOTA. THE DORSEY AND WHITNEY FOUNDATION FALLS INTO THIS CATEGORY. PART IV SECTION A LINE 5A ENVISION COMMUNITY, PLYMOUTH CHRISTIAN YOUTH CENTER, WOMEN'S FOUNDATION OF MN, COOKIE CART, BLACK MEN TEACH, AND TEACH FOR AMERICA - TWIN CITIES WERE ADDED IN CALENDAR YEAR 2022 TO CARRY OUT CHARITABLE PURPOSES. THE ADDITION WAS APPROVED BY THE TRUSTEES AND IS WITHIN THE CLASS OF CHARITIES SET FORTH IN THE GOVERNING DOCUMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 WBW PARTNERS, LLLP UNITS 9632135 C CARGILL COMMON STOCK 63227305 C WEM FAMILY LIMITED PARTNERSHIP UNITS 10281407 C WW EXPORT HOLDCO 2 LLC UNITS 14 C EMERGING MARKETS EQUITY FUND 229719 C GLOBAL BOND FUND 277182 C GLOBAL EQUITY FUND 1433151 C INTERNATIONAL EQUITY FUND II 730569 C NON-TRADITIONAL STRATEGIES FUND 540817 C TAXABLE BOND FUND 864781 C US ALL CAP FUND 787158 C DIVERSIFYING STRATEGIES FUND 584101 C 88588339 1 THE DORSEY & WHITNEY FOUNDATION 50 S 6TH ST STE 1500 MINNEAPOLIS MN 55402 411424522 501(C)(3) 1400000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE DORSEY & WHITNEY FOUNDATION BLACK MEN TEACH 1001 HIGHWAY 7 SUITE 170L HOPKINS MN 55305 831629682 501(C)(3) 300000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF BLACK MEN TEACH TEACH FOR AMERICA - TWIN CITIES 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 133541913 501(C)(3) 300000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF TEACH FOR AMERICA - TWIN CITIES PLYMOUTH CHRISTIAN YOUTH CENTER 2210 OLIVER AVENUE NORTH MINNEAPOLIS MN 55411 410794440 501(C)(3) 1000000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF PLYMOUTH CHRISTIAN YOUTH CENTER WOMEN'S FOUNDATION OF MN 105 FIFTH AVE S STE 300 MINNEAPOLIS MN 55401 411635761 501(C)(3) 500000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF WOMEN'S FOUNDATION OF MN COOKIE CART 1119 W BROADWAY AVE MINNEAPOLIS MN 55411 411866804 501(C)(3) 250000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF COOKIE CART ENVISION COMMUNITIES 15541 S HAM LAKE DR HAM LAKE MN 55304 883604915 501(C)(3) 100000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF ENVISION COMMUNITIES PART I, LINE 2 TRUSTEES FOR THE WEM 2000 FOUNDATION STAY IN CONTACT WITH THE DORSEY AND WHITNEY FOUNDATION PERIODICALLY THROUGHOUT THE YEAR, THE DORSEY & WHITNEY FOUNDATION HAS A REPRESENTATIVE ATTEND THE WEM 2000 ANNUAL MEETING. THE TRUSTEES AND THE DIRECTORS OF THE DORSEY & WHITNEY FOUNDATION ALSO CONDUCT A JOINT ANNUAL MEETING, AND THE DORSEY & WHITNEY FOUNDATION CONFIRMS FOR THE WEM 2000 FOUNDATION ITS DISBURSEMENT OF GRANTED ASSETS ON AN ANNUAL BASIS. X 1 1103901 FAIR MARKET VALUE X 1 646520 FAIR MARKET VALUE X 1 51953 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 (ALSO APPLIES TO PART IV, LINE 28C.) SONNY MILLER IS A PARTNER OF THE DORSEY & WHITNEY LAW FIRM, WHICH HAS DONE LEGAL WORK FOR ELIZABETH MACMILLAN AND WAYCROSSE, INC., WHICH IS HEATHER DORSEY'S EMPLOYER. THE REVENUE GENERATED DUE TO THE BUSINESS RELATIONSHIP IS INSIGNIFICANT TO DORSEY & WHITNEY. ADDITIONALLY, ELIZABETH MACMILLAN OBTAINS SERVICES FROM WAYCROSSE, INC., WHICH IS HEATHER DORSEY'S EMPLOYER. WAYCROSSE, INC., HOWEVER, IS NOT A DISQUALIFIED PERSON. ELIZABETH MACMILLAN AND HER FAMILY OWN A SMALL INTEREST IN WAYCROSSE, INC. AND ELIZABETH MACMILLAN WAS NOT AN OFFICER OF WAYCROSSE, INC., NOR IS SHE, OR ANY MEMBERS OF HER IMMEDIATE FAMILY, A MEMBER OF THE WAYCROSSE, INC. BOARD OF DIRECTORS, WHICH CONSISTS OF 15 VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE DORSEY & WHITNEY FOUNDATION HAS THE ABILITY, AS THE CONTROLLING PUBLIC CHARITY, TO APPOINT INDEPENDENT SUPPORTED ORGANIZATION TRUSTEES AND FAMILY TRUSTEES IN ACCORDANCE WITH THE GOVERNING TRUST AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7B THE DORSEY & WHITNEY FOUNDATION HAS THE ABILITY, AS THE CONTROLLING PUBLIC CHARITY, TO APPOINT INDEPENDENT SUPPORTED ORGANIZATION TRUSTEES AND FAMILY TRUSTEES IN ACCORDANCE WITH THE GOVERNING TRUST AGREEMENT. FORM 990, PART VI, SECTION A, LINE 8B THE WEM 2000 FOUNDATION DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE TAX RETURN, FORM 990, IS PROVIDED TO THE GOVERNING BODY OF THE WEM 2000 FOUNDATION FOR THEIR REVIEW PRIOR TO THE TAX RETURN BEING FILED WITH THE TAXING AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES COMPLETE ANNUAL REPRESENTATION LETTERS TO DETERMINE IF A CONFLICT OF INTEREST EXISTS, AND IF IT DOES, THE TRUSTEE WITH THE CONFLICT OF INTEREST SHALL REFRAIN FROM VOTING ON THE ISSUE WITH WHICH HE HAS A CONFLICT AND THE MINUTES OF THE MEETING SHALL INDICATE THAT THE TRUSTEE MADE A DISCLOSURE REGARDING THE CONFLICT AND THAT THE TRUSTEE ABSTAINED FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE WEM 2000 FOUNDATION MAKES ITS TAX RETURN AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. DORSEY & WHITNEY FOUNDATION 50 S 6TH ST STE 1500 MINNEAPOLIS MN 55402 411424522 CHARITABLE GIVING MN 501(C)(3) LINE 7 YES 0 IT 1985 TRUST PO BOX 5628 MINNEAPOLIS MN 55440 416275449 TRUST ADMINISTRATION MN N/A T 0 IT 2002 CLAT PO BOX 5628 MINNEAPOLIS MN 55440 416496757 TRUST ADMINISTRATION MN N/A T 0 IT 2003 CLAT PO BOX 5628 MINNEAPOLIS MN 55440 416515051 TRUST ADMINISTRATION MN N/A T 0 IT 2003 #2 CLAT PO BOX 5628 MINNEAPOLIS MN 55440 416522740 TRUST ADMINISTRATION MN N/A T 0 IT 2005 CLAT PO BOX 5628 MINNEAPOLIS MN 55440 336357608 TRUST ADMINISTRATION MN N/A T 0 J&RH IRREVOCABLE TRUST PO BOX 5628 MINNEAPOLIS MN 55440 206372867 TRUST ADMINISTRATION MN N/A T 0 JR FAMILY REMAINDER TRUST PO BOX 5628 MINNEAPOLIS MN 55440 416496758 TRUST ADMINISTRATION MN N/A T 0 JR 2003 FAMILY REMAINDER TRUST PO BOX 5628 MINNEAPOLIS MN 55440 416515052 TRUST ADMINISTRATION MN N/A T 0 JR 2003 FAMILY REMAINDER TRUST #2 PO BOX 5628 MINNEAPOLIS MN 55440 416524825 TRUST ADMINISTRATION MN N/A T 0 JR 2005 FAMILY REMAINDER TRUST PO BOX 5628 MINNEAPOLIS MN 55440 206785514 TRUST ADMINISTRATION MN N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DORSEY & WHITNEY FOUNDATION B 1400000 GRANT OF CASH BLACK MEN TEACH B 300000 GRANT OF CASH TEACH FOR AMERICA - TWIN CITIES B 300000 GRANT OF CASH PLYMOUTH CHRISTIAN YOUTH CENTER B 1000000 GRANT OF CASH WOMEN'S FOUNDATION OF MN B 500000 GRANT OF CASH COOKIE CART B 250000 GRANT OF CASH ENVISION COMMUNITIES B 100000 GRANT OF CASH