2023-05-09T15:35:21-05:00 2022-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990PF 2022-01-01 410635532 FIRST COMMUNITY HEALTH FOUNDATION FIRS 2187279871 130 WEST SUPERIOR STREET 700 DULUTH MN 55802 KATHERINE HEIMBACH EXECUTIVE DIRECTOR 2187279871 2023-05-02 1 KATHERINE HEIMBACH 999009999 0 JULIE BOYER P01278549 2187275025 2023-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7341327 X 3425 X 149762 149762 7597 7597 -1391 2949405 4704534 2949405 1319 0 3111508 3106764 117822 0 117822 13076 0 13103 9942 0 9942 6615 3308 3307 52282 35548 16932 45994 0 0 1268 0 7927 0 7927 2722 0 2722 126647 8988 117688 384295 47844 289443 379565 404565 763860 47844 694008 2347648 3058920 721783 14734 14734 23615 2401 8242 2669 2669 217210 1935448 1935448 3028521 3199417 3199417 1406634 1794560 1794560 217981 393992 393992 10087 9580 760503 507 507 6386890 7341327 7341327 36390 13508 50000 25000 86390 38508 X 6289930 7237011 10570 65808 6300500 7302819 6386890 7341327 6300500 2347648 0 8648148 1345329 7302819 PUBLICLY TRADED SECURITIES P 1154534 794333 360201 360201 GAIN ON SALE OF VICTORY APARTMENTS P 2013-12-05 2022-01-07 3550000 147896 1108692 2589204 2589204 2949405 42519 0 42519 0 42519 45080 0 0 0 45080 0 2561 2561 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 WWW.THEVICTORYFUND.ORG KATHERINE HEIMBACH 2187279872 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 KATHY MCNAMARA-HEIMBACH 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 EXECUTIVE DIRECTOR 40.00 102662 6160 671 GARY OLSON 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 DIRECTOR 1.35 1000 0 0 GREGORY KVAM 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 DIRECTOR 1.35 1000 0 0 BARBARA CASKEY 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 DIRECTOR 1.35 1000 0 0 GREG RUBERG 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 DIRECTOR 1.35 750 0 0 THOMAS HYSTEAD 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 DIRECTOR 1.35 750 0 0 DIANE HOLIDAY-WELSH 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 CHAIR 1.40 1500 0 0 BETH ELSTAD 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 VICE CHAIR 1.40 1500 0 0 JULIE STONE 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 SECRETARY 1.40 1500 0 0 NONE 0 NONE 0 THE VICTORY CHORUSTHE VICTORY CHORUS SUPPORTS THE INITIATIVE OF BECOMING A DEMENTIA FRIENDLY COMMUNITY.THE CHORUS OFFERS THE RESIDENTS OF DULUTH WHO HAVE BEEN AFFECTED BY DEMENTIA WITH A UNIQUE OPPORTUNITY TO BUILD CONNECTIONS, SEEK JOY AND MEANINGFUL ENGAGEMENT IN THEIR COMMUNITY THROUGH SONG. THE CHORUS PROVIDES A VENUE FOR CAREGIVERS AND PERSONS WITH DEMENTIA AN OPPORTUNITY TO HAVE A SHARED EXPERIENCE WHICH PROMOTES THEIR STRENGTHS AND ABILITIES DESPITE DISEASE. THROUGH PARTICIPATION IN REHEARSALS AND PUBLIC PERFORMANCES, THE CHORUS PROMOTES SELF-DISCOVERY, LEARNING, LAUGHTER AND A SENSE OF INCLUSION. 97077 DEMENTIA FRIENDLY DULUTH (DFD)OUR GOAL IS TO MAKE THE COMMUNITY MORE AWARE, INFORMED, SENSITIVE AND SUPPORTIVE OF PEOPLE EXPERIENCING AND CARING FOR THOSE WITH ALZHEIMER'S AND OTHER FORMS OF DEMENTIA.OUR OBJECTIVE IS TO IMPROVE AWARENESS OF THE RESOURCES AND ORGANIZATIONS AVAILABLE TO SUPPORT PEOPLE WITH DEMENTIA AND THEIR FAMILIES AND INCREASE KNOWLEDGE OF DEMENTIA ACROSS THE COMMUNITY.DFD ESTABLISHED AND FACILITATES DEMENTIA COLLABORATIVE MEETINGS AND ACTIVITIES. THE COLLABORATION WAS FORMED AS A PROGRAM OF DFD FOR THE PURPOSE OF NETWORKING, SHARING, IDEA GENERATING, AND GROUP ACTIONS ACROSS COMMUNITY.CURRENT PRIORITY AREAS - DEMENTIA CHORUS SIMILAR TO THE GIVING VOICE CHORUS, DEMENTIA FRIENDS TRAINING ACROSS THE COMMUNITY, YOUTH OUTREACH, TRAINING FOR RESTAURANT WAIT STAFF, SUPPORT RESPITE CARE PROGRAMS AND IDENTIFY GAPS IN DEMENTIA SERVICES ACROSS NORTHEASTERN MINNESOTA. 9648 0 7530078 276140 0 7806218 0 0 7806218 117093 7689125 384456 384456 42519 42519 341937 0 341937 0 341937 694008 0 694008 341937 0 0 33208 161159 157977 137937 490281 694008 0 0 0 341937 352071 0 0 842352 0 0 0 0 0 0 0 842352 33208 161159 157977 137937 352071 KATHY HEIMBACH 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 2187279872 KHEIMBACH@THEVICTORYFUND.ORG THE FOUNDERS' FUND SCHOLARSHIP IS AWARDED TO HELP FINANCE THE COST OF HIGHER EDUCATION OR CONTINUING EDUCATION FOR STUDIES IN THE HEALTH CARE FIELD. ONE THOUSAND DOLLARS ($1,000) WILL BE AWARDED TO EACH RECIPIENT, TO BE PAID OUT IN FIVE HUNDRED DOLLAR ($500) INSTALLMENTS FOR EACH OF TWO YEARS. A RECIEPENT MAY RE-APPLY FOR AN ADDITIONAL TWO YEARS OF AWARDS AT THE END OF THE FIRST SCHOLARSHIP. INDIVIDUALS MAY APPLY FOR THE SCHOLARSHIP ONLINE AT WWW.THEVICTORYFUND.ORG OR THE APPLICATION MAY BE DOWNLOADED AND SUBMITTED VIA MAIL TO: THE VICTORY FUND KATHY HEIMBACH, EXECUTIVE DIRECTOR 130 WEST SUPERIOR STREET, SUITE 700 DULUTH, MINNESOTA 55802 APRIL 15, EACH YEAR ELIGIBILITY REQUIREMENTS: - APPLICANTS MUST BE ACCEPTED TO AN ACCREDITED SCHOOL OF HIGHER EDUCATION WHICH OFFERS AN ASSOCIATE OF SCIENCE OR ARTS DEGREE (OR HIGHER) IN A HEALTHCARE FIELD AS STATED BELOW. - APPLICANTS MUST PURSUE STUDIES IN MEDICINE, NURSING, HEALTHCARE ADMINISTRATION, PHARMACY STUDIES, MEDICAL TECHNOLOGY, MEDICAL RECORDS, X-RAY TECHNOLOGY, DENTISTRY, DENTAL HYGIENE, OCCUPATIONAL HEALTH, OCCUPATIONAL THERAPY, SPEECH THERAPY, PHYSICAL THERAPY, RESPIRATORY THERAPY, MEDICAL SOCIAL WORK, PSYCHOLOGY, OR PARAMEDIC. - APPLICANTS MUST BE A GRADUATE OF LAKE SUPERIOR SCHOOL DISTRICT OR RESIDENT OF LAKE COUNTY MINNESOTA. KATHY HEIMBACH 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 2187279872 KHEIMBACH@THEVICTORYFUND.ORG THE DR. JERRY CHURCH COMMUNITY HEALTH SUSTAINER'S AWARD IS AVAILABLE TO HELP INDIVIDUALS FINANCE THE COST OF MEDICAL TRAINING. THE AWARD IS ONE THOUSAND DOLLARS ($1,000) AND WILL BE PAID OUT IN FIVE HUNDRED DOLLAR ($500) INSTALLMENT FOR EACH OF TWO YEARS. INDIVIDUALS MAY APPLY FOR THE SCHOLARSHIP ONLINE AT WWW.THEVICTORYFUND.ORG OR THE APPLICATION MAY BE DOWNLOADED AND SUBMITTED VIA MAIL TO: THE VICTORY FUND KATHY HEIMBACH, EXECUTIVE DIRECTOR 130 WEST SUPERIOR STREET, SUITE 700 DULUTH, MINNESOTA 55802 APRIL 15, EACH YEAR ELIGIBILITY REQUIREMENTS: - BE ACCEPTED TO THE COLLEGE OF ST. SCHOLASTICA, THE UNIVERSITY OF MINNESOTA DULUTH SCHOOL OF MEDICINE OR LAKE SUPERIOR COLLEGE RN PROGRAM. - CAREER GOAL OF BEING A FAMILY PRACTICE PHYSICIAN, NURSE PRACTITIONER OR A REGISTERED NURSE IN A RURAL HEALTH CARE SETTING. - BE A GRADUATE OF LAKE, COOK, OR ST. LOUIS COUNTY HIGH SCHOOL, OR A RESIDENT OF LAKE COUNTY MN AT THE TIME OF APPLICATION AND AWARD. KATHY HEIMBACH 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 2187279872 KHEIMBACH@THEVICTORYFUND.ORG GENERAL PURPOSES - BASED ON RESOLUTIONS ADOPTED BY THE BOARD OF DIRECTORS, THE FOUNDATION IS OPERATED TO SUPPORT COMMUNITY-BASED PROGRAMS FOCUSED ON FINDING SOLUTIONS TO CHRONIC HEALTH ISSUES. ORGANIZATIONS MAY DOWNLOAD THE GRANT APPLICATION ONLINE AT WWW.THEVICTORYFUND.ORG AND EMAIL THE COMPLETED APPLICATION TO KHEIMMBACH@THEVICTORYFUND.ORG. THEN MAIL OR HAND DELIVER 6 COPIES OF THE COMPLETED APPLICATION TO: THE VICTORY FUND KATHY HEIMBACH, EXECUTIVE DIRECTOR 130 WEST SUPERIOR STREET, SUITE 700 DULUTH, MINNESOTA 55802 PROPOSALS ARE REVIEWED AND AWARDED ON A QUARTERLY BASIS THE FOUNDATION ACCEPTS GRANT REQUESTS FROM ELIGIBLE TAX-EXEMPT ORGANIZATIONS OPERATING WITHIN NORTHERN MINNESOTA COUNTIES OF: COOK, LAKE, ST. LOUIS, CARLTON, ITASCA, NORTHERN PINE AND KOOCHICHING. RECOVERY ALLIANCE 206 WEST 4TH STREET 203 DULUTH MN 55806 N/A PC SUPPORTING INTERNAL OPERATIONS OF RECOVERY ALLIANCE DULUTH 155000 ST LOUIS COUNTY MN 320 WEST SUPERIOR STREET 401 DULUTH MN 55802 N/A GOV MENTAL HEALTH PROFESSIONAL IN THE DFD DRUG DIVERSION PROGRAM 50000 DAMIANO CENTER 206 WEST 4TH STREET 201 DULUTH MN 55806 N/A PC FUNDING OF THEIR HEALTH REALIZATION PROGRAM SUPPORTING PEOPLE IN NEED OF SUPPORT FOR RECOVERY FROM ADDICTION 15000 SHORE SUBSTANCE ABUSE MN SIXTH JUDICIAL DISTRICT 301 WALNUT AVE PO BOX 190 CARLTON MN 55718 N/A GOV TRAINING/PROFESSIONAL DEVELOPMENT FOR 10 INDIVIDUALS TO ATTEND THE NADCP RISE22 CONFERENCE 19565 FIRST WITNESS 4 WEST 5TH STREET DULUTH MN 55806 N/A PC MENTAL HEALTH SERVICES TO CHILDREN WHO HAVE EXPERIENCED ABUSE AND FAMILY ADVOCACY 25000 HARM REDUCTION SISTERS 1220 1/2 EAST 1ST STREET PO BOX 3075 DULUTH MN 55805 N/A PC BUILDING OUT OF A MOBILE HARM REDUCTION PROGRAM, OFFERING HIV TESTING, SYRINGE EXCHANGE, FOLLOW UP CARE WITH MEDICAL PROFESSIONALS ACROSS NORTHEASTERN MN 75000 UNIVERSITY OF MINNESOTA 104 DARLAND ADMIN BLDG 1049 UNIVERSITY DRIVE DULUTH MN 55812 N/A GOV DONATION TO THE KATERINE MARTIN LIBRARY FOR THE ARCHIVING OF FIRST PLAN OF MN HISTORICAL DOCUMENTS 10000 PROCTOR SCHOOLS 131 NINTH AVE PROCTOR MN 55810 N/A GOV IN RECOGINITION OF KENT OLIVER SUPPORT OF THE SCHOLARSHIP PROGRAM FOR STUDENTS ENTERING BUILDING TRADES 40000 EDISON SCHOOL 629 W CENTRAL ENTRANCE SUITE 102 DULUTH MN 55811 N/A GOV IN RECOGINITION OF KENT OLIVER BUILDING A PROGRAM TO AIDE SPECIAL NEEDS STUDENTS IN BASIC DAILY LIVING SKILLS 10000 DULUTH PLAYHOUSE 211 E SUPERIOR STREET DULUTH MN 55802 N/A PC CLEAR PERFORMANCE MASKS TO ALLOW INDIVIDUALS WITH DEMENTIA TO ATTEND 500 TRELLIS METROPOLITAN AREA AGENCY ON AGING 1265 GREY FOX ROAD STE 2 ARDEN HILLS MN 55112 N/A PC CO-SPONSORSHIP OF THE ANNUAL DEMENTIA FRIENDLY COMMUNITIES SUMMIT HELD IN DULUTH, MN 3000 BRIA CHIABOTTI 320 6TH STREET PROCTOR MN 55810 NONE I SCHOLARSHIP 500 MAHTAHN JENKINS 133 SUMMIT ST APT 304 DULUTH MN 55803 NONE I SCHOLARSHIP 500 CLAIR ESSE 614 HERMANSON ROAD TWO HARBORS MN 55616 NONE I SCHOLARSHIP 500 404565 HARM REDUCTION SISTERS 1220 1/2 EAST 1ST STREET PO BOX 3075 DULUTH MN 55805 N/A PC BUILDING OUT OF A MOBILE HARM REDUCTION PROGRAM, OFFERING HIV TESTING, SYRINGE EXCHANGE, FOLLOW UP CARE WITH MEDICAL PROFESSIONALS ACROSS NORTHEASTERN MN 25000 25000 14 149762 16 -1391 18 2949405 TAX REFUND 01 177 INSURANCE REFUND 01 1142 0 3099095 0 3099095 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6615 3308 3307 DODGE & COX INCOME FUND 261440 261440 DODGE & COX INCOME FUND 7123 7123 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND 158130 158130 US BANK NA CINCINNATI SR NTS 3.40% DUE 7/24/2023 DTD 7/24/2018 49630 49630 VANGUARD GNMA FUND - ADMIRAL SHARES 3157 3157 VANGUARD GNMA FUND - ADMIRAL SHARES 205902 205902 VANGUARD HIGH-YIELD CORPORATE FUND - ADMIRAL SHARES 3166 3166 VANGUARD HIGH-YIELD CORPORATE FUND - ADMIRAL SHARES 182269 182269 VANGUARD SHORT-TERM CORPORATE BOND INDEX - ADMIRAL SHARES 2536 2536 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND - ADMIRAL SHAR 213191 213191 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND - ADMIRAL SHAR 1474 1474 VANGUARD SHORT-TERM TREASURY FUND - ADMIRAL SHARES 438677 438677 VANGUARD SHORT-TERM TREASURY FUND - ADMIRAL SHARES 3412 3412 VANGUARD TOTAL BOND MARKET INDEX FUND - ADMIRAL SHARES 257373 257373 VANGUARD TOTAL BOND MARKET INDEX FUND - ADMIRAL SHARES 7080 7080 DODGE & COX INTERNATIONAL STOCK 104376 104376 DODGE & COX INTERNATIONAL STOCK 618 618 FIDELITY CONTRAFUND 2898 2898 FIDELITY CONTRAFUND 234141 234141 FIDELITY DIVERSIFIED INTERNATIONAL FUND 54974 54974 FIDELITY DIVERSIFIED INTERNATIONAL FUND 635 635 MAIRS & POWER GROWTH FUND 331704 331704 MAIRS & POWER GROWTH FUND 3093 3093 T. ROWE PRICE DIVIDEND GROWTH FUND 399046 399046 T. ROWE PRICE DIVIDEND GROWTH FUND 3419 3419 T. ROWE PRICE GROWTH STOCK FUND 2480 2480 T. ROWE PRICE GROWTH STOCK FUND 217058 217058 VANGUARD 500 INDEX FUND - ADMIRAL SHARES 6744 6744 VANGUARD 500 INDEX FUND - ADMIRAL SHARES 607820 607820 VANGUARD EMERGING MARKETS STOCK INDEX FUND - ADMIRAL SHARES 26664 26664 VANGUARD EMERGING MARKETS STOCK INDEX FUND - ADMIRAL SHARES 322 322 VANGUARD EQUITY INCOME FUND - ADMIRAL SHARES 397932 397932 VANGUARD EQUITY INCOME FUND - ADMIRAL SHARES 3373 3373 VANGUARD MID CAP INDEX FUND - ADMIRAL SHARES 193833 193833 VANGUARD MID CAP INDEX FUND - ADMIRAL SHARES 2210 2210 VANGUARD REAL ESTATE INDEX FUND - ADMIRAL SHARES 963 963 VANGUARD REAL ESTATE INDEX FUND - ADMIRAL SHARES 79456 79456 VANGUARD SMALL-CAP GROWTH INDEX FUND - ADMIRAL SHARES 30279 30279 VANGUARD SMALL-CAP GROWTH INDEX FUND - ADMIRAL SHARES 301 301 VANGUARD SMALL CAP INDEX FUND - ADMIRAL SHARES 73775 73775 VANGUARD SMALL CAP INDEX FUND - ADMIRAL SHARES 845 845 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND - ADMIRAL SHARES 843 843 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND - ADMIRAL SHARES 131850 131850 VANGUARD VALUE INDEX FUND - ADMIRAL SHARES 284388 284388 VANGUARD VALUE INDEX FUND - ADMIRAL SHARES 3377 3377 1935448 1935448 0 0 ACCRUED INTEREST RECEIVABLE FMV 16346 16346 ACCRUED RESTRICTED INVESTMENT FMV 61 61 FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND - PREMIER SHARES FMV 4040 4040 FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND - PREMIER SHARES FMV 373545 373545 UNREALIZED LOSS 1345329 OFFICE EXPENSES 843 0 843 INFORMATION TECHNOLOGY 5391 0 5391 INSURANCE 2640 0 2669 MISCELLANEOUS EXPENSE 500 0 500 INVESTMENT RENTAL EXPENSES - VICTORY APTS 8988 8988 0 DEMENTIA FRIENDLY DULUTH PROGRAM EXPENSES 9648 0 9648 VICTORY CHORUS PROGRAM EXPENSES 97077 0 97077 ADVERTISING 1560 0 1560 TAX REFUND 177 177 INSURANCE REFUND 1142 1142 INVESTMENT MANAGEMENT FEES 35548 35548 0 OTHER FEES 16734 0 16932 TAXES 45994 0 0