2023-11-02T10:22:50-07:00 2022-12-31 990 2022-01-01 416054126 SONS OF NORWAY FOUNDATION SONS 6128273611 1455 West Lake St Minneapolis MN 554082666 Christopher Pinkerton Chief Executive Officer 6128214660 2023-10-25 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Christopher Pinkerton 1455 W Lake Street Minneapolis MN 55408 1383873 0 X www.sofn.com X 1966 MN The Sons of Norway Foundation awards scholarships and grants to promote the heritage and culture of Norway, and provide assistance to our members, lodges and their communities. 12 12 0 11 0 0 1378292 794469 0 0 163268 186744 0 0 1541560 981213 146772 215191 0 0 331612 351068 0 0 99608 68837 71694 547221 637953 994339 343260 11913541 10627129 106324 100367 11807217 10526762 The Sons of Norway Foundation awards scholarships and grants to promote the heritage and culture of Norway, and provide assistance to our members, lodges and their communities. 0 0 286200 140000 0 The Sons of Norway Foundation provides scholarships for post high school education and other cross-cultural studies. 107324 50395 0 The Sons on Norway Foundation provides grants to promote Norwegian heritage and culture, past and present 40247 18500 0 The Sons of Norway Foundation provides Helping Hands to Children grants supporting the nationwide Adopt-a-School Program 13416 6296 0 Th Sons of Norway Foundation provides grants and scholarships for upkeep of camps for youth. 13416 6296 0 447187 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK CA CO CT DC FL GA IL KS MA MD ME MI MN NC ND NJ NV NY OH OK OR PA RI SC TN UT VA WA WI X Erica Oberg 6128214602 1455 West Lake St Minneapolis MN 554082666 Christopher Pinkerton CEO 2 40 X 0 681938 57912 Connie O'Brien Director of Foundation Development 2 40 X 0 192121 10248 Emily Stark Director Foundation 35 5 X 0 71355 2809 Ron Stubbing President 2 2 X 0 12000 0 Robin Fossum Director 2 0 X 0 5000 0 Karl Hella Director 2 0 X 0 2750 0 Mervin Eriksson Chair 2 0 X 0 0 0 Ernest Fosse Treasurer 2 0 X 0 0 0 Faye Auchenpaugh Director 2 0 X 0 0 0 Jon Tehven Vice Chair 2 0 X 0 0 0 Christy Olsen Field Secretary 2 0 X 0 0 0 Fred Hymans Director 2 0 X 0 0 0 Darren Lee Director 2 0 X 0 0 0 Linda Peterson Director 2 0 X 0 0 0 0 965164 70969 2 0 1 0 0 0 0 0 187400 0 607069 187400 794469 0 183850 183850 0 0 0 0 0 0 0 0 0 0 0 0 405554 0 402660 0 2894 0 2894 2894 0 0 0 0 981213 186744 0 0 61191 61191 137000 137000 17000 17000 0 0 341100 204660 68220 68220 0 0 0 0 0 0 0 0 3143 1886 628 629 670 402 134 134 6155 3693 1231 1231 0 0 0 0 0 0 0 0 14465 0 14465 0 0 0 0 0 0 0 0 0 0 0 22841 5374 0 17467 2680 0 1153 1527 26635 15981 5327 5327 5073 0 0 5073 637953 447187 91158 99608 1071562 398039 578243 1033193 0 0 0 0 0 0 0 0 0 0 0 0 7945 8432 9506910 8571961 0 0 0 0 0 0 748881 615504 11913541 10627129 6888 29660 99436 70707 106324 100367 X 3005777 2736829 8801440 7789933 11807217 10526762 11913541 10627129 343260 -1623715 0 0 0 0 X 0 1 X 1 0 X 311272 651961 566615 1177654 607069 3314571 0 0 0 0 0 0 0 0 0 0 0 0 311272 651961 566615 1177654 607069 3314571 3314571 156244 163103 168774 156811 183850 828782 0 0 0 0 0 0 4143353 0.79997 0.78677 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9385043 430069 -1225023 213091 0 189229 8187769 8566618 178500 957114 143772 0 173417 9385043 7814086 171345 871317 108136 0 181994 8566618 6475518 564284 1059551 142651 0 142616 7814086 6881594 210638 -292901 160055 0 163758 6475518 0.1 0.23 0.67 0 0 Life Insurance Policy 13580 Charitable Remainder Trust 601924 615504 -1280456 -2261669 0 0 0 -2261669 981213 0 0 0 981213 637953 0 0 0 0 0 637953 0 0 0 637953 Schedule D, Part V, Line 4 To provide grants and scholarships per the endowed fund statutes, the most common theme is that of promoting Norwegian heritage and culture. 1 Europe (including Iceland and Greenland) 0 0 Grantmaking Scholarships for college/university education. 17000 0 0 17000 0 0 0 0 0 0 Schedule F, Part I, Line 2 Grant payments are accompanied by a letter stating that if the funds are not used for the purpose on the original application, then they must be returned. Grantees are also required to submit post grant reports by 12/31 in the year the grant was given. These reports are evaluated by staff and saved to support our records. 1 Scandinavian Hour Associates LLC 2125 1st Ave Number 2601 Seattle WA 98121 874527134 12000 0 actual none Scandinavian cultural program support. 1 0 Humanitarian Award for personal emergencies. 2 10000 0 actual value none Schedule I, Part I, Line 2 Grant Payments are accompanied by a letter stating that if the funds are not used fir the purpose on the original grant application, then they must be returned. Grantees are also required to submit post-grant award reports by 12/31 in the year of the award. These reports are evaluated by our staff and kept with our records. 0 0 0 0 0 0 0 0 0 Christopher Pinkerton CEO 0 438938 0 243000 0 15250 0 0 0 0 0 697188 0 506256 Connie O'Brien Director of Foundation Development 0 155685 0 36436 0 0 0 10248 0 0 0 202369 0 181229 Form 990, Part VI, Section B, Line 11b The Form 990 is compiled by Accounting staff, reviewed by the related organization CEO and Foundation Director, and a copy is sent to each board member prior to filing. Form 990, Part VI, Section B, Line 12c Board members complete a disclosure statement annually. The signed statements are reviewed by legal counsel who then reports to Sons of Norway Foundation Board of Governors and Sons of Norway Board of Directors. Form 990, Part VI, Section B, Line 15 The compensation of the related organization CEO is set annually by the Executive Committee of Sons of Norway Board of Directors, and subject to approval by the full board of directors. Compensation of the related organization Other Officers is set by the related organization CEO. Various salary surveys and economic data are used to determine the annual salaries for both the related organization CEO and Other Officers, Form 990, Part VI, Section C, Line 19 The governing documents, conflict of interest policy and financial statements are available upon request throughout the year. The Annual Report is also available on the Sons of Norway web site. Sons of Norway 1455 W Lake St Minneapolis MN 55408 410547795 Fraternal Benefit Society MN 501c8 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 Sons of Norway o 87703 Actual salary, benefits, payroll tax, etc reimbursed/paid to related organization. Sons of Norway p 174286 Total expenses reimbursed to related organization in 2022. Sons of Norway p 83583 Reimbursement paid to related organization for general business expenses such as postage, business insurance, etc. An extension was filed properly.