2023-11-15T12:04:53-06:00 2022-12-31 DELOITTE TAX LLP 50 SOUTH SIXTH STREET SUITE 2800 MINNEAPOLIS MN 55402 990 2022-01-01 411926767 CURTIS L CARLSON FAMILY FOUNDATION FOR THE UNIVERSITY OF MINNESOTA % TONKAWA INC CURT 9524045636 701 CARLSON PKWY STE 1250 MINNETONKA MN 55305 SCOTT GAGE TRUSTEE 9524045600 2023-11-15 true SCOTT GAGE 999009999 SARAH REDDEN P00898534 6123974000 2023-11-15 3 2022 2023-04-26 12:10:37Z C DAVID NELSON 701 CARLSON PKWY STE 1250 MINNETONKA MN 55305 3351008 false X N/A X 1998 MN TO CARRY OUT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE CARLSON SCHOOL OF MANAGEMENT AT THE UNIVERSITY OF MINNESOTA 5 3 0 6138 1112 0 0 0 0 1603221 1186792 0 0 1603221 1186792 700000 800000 0 0 0 0 0 0 0 5436 37166 705436 837166 897785 349626 16938206 14728554 0 0 16938206 14728554 X TO CARRY OUT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE CARLSON SCHOOL OF MANAGEMENT AT THE UNIVERSITY OF MINNESOTA false false 800000 800000 SUPPORT OF THE CARLSON SCHOOL OF MANAGEMENT AT THE UNIVERSITY OF MINNESOTA 800000 true false false false false false false false true false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true X 2 0 true 0 true true false false false false false false false false false false false X 5 3 true false false false false false false true false false false false false false false false false MN X TONKAWA INC 9524045600 701 CARLSON PARKWAY SUITE 1250 MINNETONKA MN 55305 X WENDY M NELSON TRUSTEE 0.0 0.0 X 0 0 0 LEE SKOLD TRUSTEE 0.0 0.0 X 0 0 0 MARTHA ARONSON TRUSTEE 0.0 0.0 X 0 0 0 SCOTT GAGE TRUSTEE 0.0 0.0 X 0 0 0 KODI VERHALEN TRUSTEE (9/12/22 - 12/31/22) 0.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 0 756868 6138 750730 0 0 0 0 0 2594140 2164216 429924 429924 429923 0 0 0 0 0 0 0 0 0 0 0 0 0 1186792 6138 1180653 800000 800000 0 0 0 0 0 0 0 0 0 0 6376 6376 8100 8100 0 0 0 0 0 8 8 0 0 0 0 0 0 0 0 0 0 PORTFOLIO FEES 2561 2561 BANK FEES 96 96 STATE OF MN FILING FEE 25 25 FEDERAL UBIT 20000 20000 837166 800000 37166 0 X 0 0 688542 554552 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13242260 10263896 3007404 3910106 0 0 0 0 0 0 16938206 14728554 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 16938206 14728554 16938206 14728554 16938206 14728554 349626 -2559278 X X false false false X X 1 UNIVERSITY OF MINNESOTA FOUNDATION 416042488 5 true 800000 0 1 800000 0 true false false false false false false false false false false true false false false false true true true 0 0 0 0 1287005 756868 1287005 756868 0 0 0 0 5435 37166 1281570 719702 10627902 9270276 587567 535459 5026792 5443120 16242261 15248855 0 0 16242261 15248855 243634 228733 15998627 15020122 559952 525704 0 559952 525704 1281570 1089335 559952 1089335 0 1089335 800000 0 0 0 0 0 800000 800000 1089335 0.7344 1089335 0 0 0 0 525741 700000 1225741 0 1089335 0 136406 800000 0 0 800000 0 0 936406 0 0 0 136406 800000 Schedule A, Part IV, Section A, Line 2 The taxpayer supports the Carlson School of Management at the University of Minnesota through contributions made to the University of Minnesota Foundation. Schedule A, Part IV, Section D, Line 3 The board of trustees has a member from the University of Minnesota serving at all times. This member attends all meetings of the board of trustees and approves the annual grant, the investment policy and any revisions to the investment policy. The member is present when the organization's investment strategy and investment performance are discussed and reviewed. 16938206 0 -1372487 800000 37166 14728553 15223964 0 2419678 700000 5436 16938206 13983137 0 1910135 650000 19308 15223964 12215905 0 2362271 575000 20039 13983137 11701651 0 1075856 550000 11602 12215905 1.00000 false false RIVER CITIES CAPITAL FUND V LP 254296 F SIT TOTAL RETURN BOND FUND 554084 F CONVERGENT CAPITAL PTNRS III 243333 F HC ENTREPRENEURS FUND 9 LP 449350 F OPPORTUNITY PARTNERS FUND IV 29943 F OPPORTUNITY PARTNERS FUND V 90593 F ARGOSY INVESTMENT PARTNERS V 633607 F NEW HARBOR CAPITAL FUND A LP 78645 F MUNICIPAL PARKING SVCS NOTE 250000 F FRANCIS MEDICAL 425 F MUNICIPAL PARKING SERVICES 141 F SENTRY KIOSK 141 F BREAD AND BUTTER VENTURES III 122761 F FRANCIS MEDICAL SERIES B 90909 F ARBORETUM VENTURES VI 1380 F MPOWERED CAPITAL ACCESS FUND I 62141 F TOWN HALL VENTURES III 11926 F ENTERRA MEDICAL SERVICES A 200000 F COOPER SQUARE FUND II 836431 F 3910106 SCH D, PART V, LINE 4 THE INTENDED USE OF THE FUNDS IS TO SUPPORT THE CARLSON SCHOOL OF MANAGEMENT AT THE UNIVERSITY OF MINNESOTA. true UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE SUITE 500 MPLS MINNEAPOLIS MN 554542010 416042488 501(C)(3) 800000 SEE PART IV 1 0 PART I LINE 2 A REPORT IS RECEIVED FROM THE CARLSON SCHOOL OF MANAGEMENT AT THE UNIVERSITY OF MINNESOTA EACH YEAR. THIS REPORT DESCRIBES THE OUTCOMES OF THE PROGRAMS THAT ARE FUNDED BY THE ANNUAL GRANT. PART II, LINE 1(h) TO SUPPORT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE CURTIS L. CARLSON SCHOOL OF MANAGEMENT AT THE UNIVERSITY OF MINNESOTA. PART VI, SECTION A, LINE 2 WENDY NELSON HAS A FAMILY RELATIONSHIP WITH SCOTT GAGE. SCOTT GAGE HAS A FAMILY RELATIONSHIP WITH WENDY NELSON. PART VI, SECTION A, LINE 6 THE TRUST IS GOVERNED BY A TRUSTEE GROUP CONSISTING OF 5 TRUSTEES. THE TRUST IS STRUCTURED SUCH THAT INDEPENDENT TRUSTEES ALWAYS CONSTITUTE A MAJORITY OF THE TRUSTEE GROUP. PART VI, SECTION B, LINE 11A & 11B PRIOR TO FILING THE FORM 990, IT WAS PROVIDED TO AND REVIEWED BY C. DAVID NELSON, THE INDIVIDUAL RESPONSIBLE FOR IMPLEMENTING THE DECISIONS OF THE TRUSTEE GROUP AND THE ADMINISTRATION OF THE TRUST. IT WAS ALSO PROVIDED TO AND REVIEWED BY SCOTT GAGE, THE TRUSTEE SIGNING THE TAX RETURN, PRIOR TO ITS FILING. PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FOUNDATION OFFICE. UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE SUITE 500 MINNEAPOLIS MN 55455 416042488 EDUCATION MN 501(c)(3) 5 NA false false true false false false false false false false false false false false false false false false false UNIVERSITY OF MINNESOTA FOUNDATION 1B 800000 CASH