2024-09-16T10:51:40-05:00 2023-12-31 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 160 OAKDALE MN 55128 990 2023-01-01 473487091 GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION GREA 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55110 DAVE SWANSON TREASURER 6514085412 2024-08-26 1 1 GEORGIA M AKINS P00950359 6516363806 2024-08-26 2023 2024-08-08 14:25:15Z DAVE SWANSON PO BOX 10626 WHITE BEAR LAKE MN 55110 2712419 0 X WWW.GWBLCF.ORG X 2015 MN THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 16 16 0 50 0 0 518939 389517 17500 16500 74503 93023 -6819 -8083 604123 490957 163177 297000 0 0 0 23395 0 0 35318 143694 136796 306871 457191 297252 33766 4145334 4581755 185403 210400 3959931 4371355 THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 0 0 329069 297000 2033 DURING 2023, THE ORGANIZATION DISTRIBUTED $297,000 IN GRANTS TO ENRICH THE LIVES OF PEOPLE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 61 GRANTS WERE GIVEN IN 2023. 26 COMPETITIVE GRANTS TOTALING $103,500 WERE AWARDED FROM THE COMMUNITY PARTNERS FUND, 34 GRANTS TOTALING $188,500 WERE ISSUED FROM DONOR ADVISED FUNDS, AND 1 GRANT TOTALING $5,000 WERE ISSUED FROM FIELD OF INTEREST FUNDS, DESIGNATED FUNDS AND OTHERS. 37654 16500 THE LEADERSHIP TOMORROW SERIES IS A PROGRAM TO CREATE A NEW GENERATION OF COMMUNITY LEADERS. SELECTED PARTICIPANTS ATTEND MONTHLY PROGRAMS FOR 10 MONTHS OF THE YEAR TO LEARN LEADERSHIP CONCEPTS AND SKILLS AND TO BECOME AWARE OF COMMUNITY ISSUES AND RESOURCES. THERE WERE 19 PARTICIPANTS IN THE PROGRAM IN 2023. 366723 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 MN X X KELLY NEEB 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55115 TIM TORGERSON CHAIR 5.00 X X 0 0 0 CAROL MCFARLANE VICE-CHAIR 5.00 X X 0 0 0 KAREN ALNES SECRETARY 2.00 X X 0 0 0 DAVE SWANSON TREASURER 6.00 X X 0 0 0 CRAIG DRAKE BOARD MEMBER 2.00 X 0 0 0 BILL FOUSSARD BOARD MEMBER 2.00 X 0 0 0 JESSE BENGTSON BOARD MEMBER 2.00 X 0 0 0 EUNICE COTE BOARD MEMBER 2.00 X 0 0 0 CARTER JOHNSON BOARD MEMBER 2.00 X 0 0 0 LISA HINIKER POCRNICH BOARD MEMBER 2.00 X 0 0 0 MIKE RUETHER BOARD MEMBER 2.00 X 0 0 0 MARK SATHER BOARD MEMBER 5.00 X 0 0 0 LAURA WHITNEY BOARD MEMBER 2.00 X 0 0 0 BRADY RAMSAY BOARD MEMBER 2.00 X 0 0 0 KATHY MADORE BOARD MEMBER 2.00 X 0 0 0 CATHY WEYERHAEUSER BOARD MEMBER 2.00 X 0 0 0 KRIS MASON - EXECUTIVE DIRECTOR THRU 5/4/2023 28.00 X 23395 0 0 23395 0 0 0 0 0 0 0 102950 286567 40905 389517 PROGRAM REVENUE 611430 16500 16500 16500 128567 128567 2175802 2211346 -35544 -35544 -35544 0 102950 10116 -10116 -10116 ADMIN FEES 561000 2033 2033 2033 490957 18533 0 82907 297000 297000 23395 12358 3679 7358 56989 19408 18173 19408 22504 22504 26154 23152 3002 1886 1886 9125 8232 893 12530 5012 2506 5012 780 780 564 257 307 719 719 PRINTING 2096 1049 61 986 MISCELLANEOUS 1386 180 915 291 DUES AND SUBSCRIPTIONS 1360 0 1360 0 POSTAGE 703 75 251 377 457191 366723 55150 35318 666693 478644 3478641 4103111 4145334 4581755 79 185403 210321 185403 210400 X 2908439 3162866 1051492 1208489 3959931 4371355 4145334 4581755 33766 377658 0 X 0 1 X 1 0 X 3022934 1067502 852920 518939 389517 5851812 9415 12075 17500 16500 55490 3032349 1079577 852920 536439 406017 5907302 66319 108925 33128 27746 52308 288426 0 66319 108925 33128 27746 52308 288426 5618876 26674 55563 48866 74406 128567 334076 26674 55563 48866 74406 128567 334076 196 450 999 1508 2033 5186 3059219 1135590 902785 612353 536617 6246564 0.89950 0.91960 0.05350 0.03730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21 3 190906 0 186000 0 2501696 2263 1 1 0 1 X 1033991 170748 11251 1193488 1258345 -176219 37500 10635 1033991 1183630 122448 35500 12233 1258345 1050908 141124 8402 1183630 0.88000 0.12000 0 0 0 X 856227 377658 10116 387774 468453 22504 22504 490957 444803 10116 10116 434687 22504 22504 457191 PART IV, LINE 2B: THE FOUNDATION HOLDS FUNDS AS NONPROFIT ENDOWMENTS AND AS A FISCAL SPONSOR. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS FOR THESE FUNDS. PART V, LINE 4: THE ENDOWMENT'S INVESTMENT INCOME NET OF INVESTMENT EXPENSES ON THE PRINCIPAL IS TO BE USED TO MEET THE FUTURE CHARITABLE NEEDS OF THE GREATER WHITE BEAR LAKE AREA. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES MANAGEMENT EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 10,116. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 10,116. SHARE THE JOY 60800 60800 4146 481 SUMMER SOIREE 38950 38950 3601 1166 1 3200 3200 105 428 189 102950 102950 105 8175 1836 10116 -10116 1 WHITE BEAR LAKE AREA SCHOOL DISTRICT 4855 BLOOM AVE WHITE BEAR LAKE MN 55110 416008212 501(C)(3) 9900 0 MANY FACES EXPRESSIONS AND IT'S ALL ABOUT FOOD LAKESHORE PLAYERS 4941 LONG AVENUE WHITE BEAR LAKE MN 55110 416038716 501(C)(3) 7500 0 CONNECTING ART TO THE COMMUNITY NEWTRAX 3700 HWY 61 N WHITE BEAR LAKE MN 55110 274476087 501(C)(3) 15000 0 SENIORS IN THE COMMUNITY WHITE BEAR LAKE EMERGENCY FOOD SHELF 1884 WHITAKER STREET WHITE BEAR LAKE MN 55110 411459604 501(C)(3) 7500 0 COMMUNITY MARKET & GIVE A GOBBLE WHITE BEAR AREA HISTORICAL SOCIETY PO BOX 10543 WHITE BEAR LAKE MN 55110 237303749 501(C)(3) 7500 0 SUMMER YOUTH ED PROGRAM & OPERATIONS BETHEL UNIVERSITY 3900 BETHEL DRIVE ST PAUL MN 55112 410708577 501(C)(3) 15000 0 DIVERSITY STUDY ROOM GUADALUPE CENTER 2640 GOLDEN GATE PARKWAY NAPLES FL 34105 592617151 501(C)(3) 10000 0 PROGRAMMING LYNGBLOMSTEN 1415 ALMOND AVENUE ST PAUL MN 55108 411760448 501(C)(3) 12000 0 CARE CENTER PROGRAM MAHTOMEDI AREA EDUCATIONAL FOUNDATION 1520 MAHTOMEDI AVENUE MAHTOMEDI MN 55115 361276034 501(C)(3) 7500 0 MAEF ANGEL FUND MAHTOMEDI AREA FOOD SHELF 700 MAHTOMEDI AVENUE MAHTOMEDI MN 55115 410764101 501(C)(3) 7500 0 WEEKEND BACKPACK PROGRAM REGIONS HOSPITAL FOUNDATION 640 JACKSON ST STOP 11202C ST PAUL MN 55101 411888902 501(C)(3) 41000 0 PROGRAMMING RISE UP HEALTH CLINICS 5045 DIVISION AVENUE WHITE BEAR LAKE MN 55110 852663643 501(C)(3) 7500 0 BEAR CARE MOBILE CLINICS ST ANDREW'S COMMUNITY RESOURCE CENTER 900 STILLWATER ROAD MAHTOMEDI MN 55115 410880458 501(C)(3) 7500 0 COMMUNITY RESOURCE OPERATIONS UNIVERSITY OF NORTHWESTERN PO BOX 130517 ST PAUL MN 55113 410711610 501(C)(3) 40000 0 PROGRAMMING WILLOW LANE ELEMENTARY PTO 3375 WILLOW AVE WHITE BEAR LAKE MN 55110 943451603 501(C)(3) 10000 0 FIELD TRIPS/WINTER CLOTHING 15 PART I, LINE 2: GRANTEES RECEIVING COMMUNITY PARTNERS FUND GRANTS ARE REQUIRED TO SUBMIT A FINAL REPORT OF THEIR GRANT ACTIVITIES AND EXPENDITURES. REPORTS ARE REVEIWED BY THE GRANTS COMMITTEE. X 2 40905 AVE HIGH/LOW PRICE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 LISA POCRNICH AND KEVIN HINIKER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED IN DECEMBER 2023 TO INCLUDE CONSECUTIVE TERMS LANGUAGE WHICH ADDED CLARITY TO INTENT AND PROCEDURES FOR BOARD MEMBERS, INCLUDING NON-BOARD MEMBERS ON COMMITTEES. BY-LAWS WERE ALSO AMENDED TO ALLOW BOARD CHAIR TO DETERMINE BOARD MEETINGS DATES AND TIMES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS AFTER REVIEW BY THE EXECUTIVE COMMITTEE. THE BOARD THEN APPROVES THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND COMMITTEE MEMBERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM WHICH IS PROVIDED TO THE GOVERNANCE COMMITTEE FOR ANY NECESSARY MONITORING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS SETS THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. THE COMPENSATION LEVEL IS DETERMINED BASED ON REASONABLE FUNDS AVAILABLE FOR A COMPARABLE SIZED FOUNDATION. THE FOUNDATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE EXECUTIVE DIRECTOR WILL MAKE AVAILABLE A PHYSICAL OR ELECTRONIC COPY OF THE FORM 1023 AND FORM 990 AND SUPPORTING SCHEDULES.