2024-10-08T16:56:09-05:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990PF 2023-06-01 416058465 MIKE & LINDA FITERMAN FAMILY FOUNDATION MIKE 7635366636 600 HIGHWAY 169 S 1020 ST LOUIS PARK MN 55426 DAVID LENZEN SECRETARY 7635366636 2024-10-08 1 0 ALYSON SCHALL P01663669 6123764500 2024-10-07 2023 2024-10-15 13:58:12Z X X 35197707 X 2850000 413480 413480 338330 338330 15652 6143 15652 607365 14911560 429712 4224827 1187665 0 0 0 0 0 53344 844 0 0 171988 171963 0 25 225332 172807 0 25 3035750 3035750 3261082 172807 0 3035775 963745 1014858 0 196617 200725 200725 5733022 5682191 5982194 2579849 2998585 3531377 16409985 16534762 21270570 4605977 5230699 3225677 1144931 987164 987164 30670381 31634126 35197707 0 0 X 12253232 12253232 0 0 18417149 19380894 30670381 31634126 30670381 31634126 30670381 963745 0 31634126 0 31634126 TOTAL US BANK PRIVATE CLIENT P 2023-04-01 2024-05-31 6209296 5927210 282086 282086 TOTAL BREMER INVESTMENT P 2023-04-01 2024-05-31 5577155 5645231 -68076 -68076 TOTAL SCHWAB P 2023-04-01 2024-05-31 2627725 2531754 95971 95971 ISRAEL BONDS P 2023-04-01 2024-05-31 200000 200000 0 0 FOUNDERS PROPERTIES INCOME FUND P 2023-04-01 2024-05-31 119731 119731 119731 FOUNDERS PROPERTIES INCOME FUND P 2023-04-01 2024-05-31 177653 177653 0 0 429712 14107 0 14107 0 14107 22115 0 0 0 22115 0 8008 8008 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MN 1 0 0 0 0 1 N/A DAVID LENZEN 7635366636 600 HIGHWAY 169 S SUITE 1020 ST LOUIS PARK MN 55426 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL FITERMAN 600 HIGHWAY 169 S SUITE 1020 ST LOUIS PARK MN 55426 PRESIDENT 4.00 0 0 0 DAVID LENZEN 600 HIGHWAY 169 S SUITE 1020 ST LOUIS PARK MN 55426 SECRETARY 8.00 0 0 0 LINDA FITERMAN 600 HIGHWAY 169 S SUITE 1020 ST LOUIS PARK MN 55426 TREASURER 10.00 0 0 0 NONE 0 NONE 0 0 27383272 6193908 0 33577180 0 0 33577180 503658 33073522 1653676 1653676 14107 35185 49292 1604384 0 1604384 0 1604384 3035775 0 3035775 1604384 0 0 188638 938852 428092 333300 388284 2277166 3035775 0 0 0 1604384 1431391 0 0 3708557 0 0 0 0 0 0 188638 3519919 938852 428092 333300 388284 1431391 LINDA FITERMAN 600 HIGHWAY 169 S SUITE 1020 ST LOUIS PARK MN 55426 7639711904 APPLICATION FORMS ARE AVAILABLE BY CONTACTING PERSON INDICATED IN 2A APPLICATIONS ARE ACCEPTED AT ANY TIME NO GRANTS WILL BE APPROVED FOR INDIVIDUALS, LOBBYING OR ADVOCACY GROUPS ADATH JESHURUN CONGREGATION 10500 HILLSIDE LANE WEST MINNETONKA MN 55305 PC PUBLIC SUPPORT 6100 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 PC PUBLIC SUPPORT 1000 AMERICAN DIABETES ASSOCITIO PO BOX 7023 MERRIFIELD VA 221167023 PC PUBLIC SUPPORT 1500 AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATION 244 MADISON AVE SUITE 482 NEW YORK NY 10016 PC PUBLIC SUPPORT 2500 AMERICAN FRIENDS OF MIGDAL TORAH INC 1191 E 18TH ST BROOKLYN NY 112304415 PC PUBLIC SUPPORT 1000 AMERICAN RED CROSS 7051 CYPRESS TERRACE 110 FORT MYERS FL 33907 PC PUBLIC SUPPORT 5000 ANGEL FOUNDATION 708 3RD ST S MINNEAPOLIS MN 55415 PC PUBLIC SUPPORT 500 ANTI-DEFAMATION LEAGUE 120 SOUTH LASALLE SUITE 1150 CHICAGO IL 60603 PC PUBLIC SUPPORT 1800 APPETITE FOR CHANGE 1200 WEST BROADWAY AVE 250 MINNEAPOLIS MN 55411 PC PUBLIC SUPPORT 1000 ARC GREATER TWIN CITIES 2446 UNIVERSITY AVENUE W SUITE 116 ST PAUL MN 55114 PC PUBLIC SUPPORT 6000 BETH EL SYNAGOGUE 5225 BARRY ST W ST LOUIS PARK MN 55416 PC PUBLIC SUPPORT 36000 BIG BROTHERS BIG SISTERS 2550 UNIVERSITY AVENUE SUITE 410N ST PAUL MN 55114 PC PUBLIC SUPPORT 7500 BOYS AND GIRLS CLUB OF THE TWIN CITIES 690 JACKSON STREET ST PAUL MN 55130 PC PUBLIC SUPPORT 5000 BRIDGE FOR RUNAWAY YOUTH 2200 EMERSON AVENUE SOUTH MINNEAPOLIS MN 55405 PC PUBLIC SUPPORT 5000 BRIDGING INC 201 WEST 87TH STEET MINNEAPOLIS MN 55420 PC PUBLIC SUPPORT 5000 CATHOLIC CHARITIES SDS 12-2961 PO BOX 86 MINNEAPOLIS MN 55486 PC PUBLIC SUPPORT 15000 CHABAD AT UNIVERSTIY OF WISONSIN 223 W GILMAN ST MADISON WI 53703 PC PUBLIC SUPPORT 1800 CHABAD LUBAVITCH LIVING LEGACY 2845 HEDBERG DR MINNETONKA MN 55305 PC PUBLIC SUPPORT 60000 CHABAD U OF M 1121 UNIVERSITY AVE SE MINNEAPOLIS MN 55414 PC PUBLIC SUPPORT 25000 CHILDREN'S FOUNDATION 5901 LINCOLN DRIVE EDINA MN 55436 PC PUBLIC SUPPORT 5000 CHILDREN'S HEARTLINK 5075 ARCADIA AVENUE MINNEAPOLIS MN 55436 PC PUBLIC SUPPORT 5000 CHILDRENS MINNESOTA HOSPITAL 2525 CHICAGO AVE MINNEAPOLIS MINNEAPOLIS MN 55404 PC PUBLIC SUPPORT 33000 CITY OF HOPE 1500 EAST DUARTE RD DUARTE CA 91010 PC PUBLIC SUPPORT 125000 COLEL CHABAD 806 EASTERN PKWY BROOKLYN NY 11213 PC PUBLIC SUPPORT 1000 COMMUNITY HEALTH CHARITIES MINNESOTA 1199 N FAIRFAX STREET SUITE 600 ALEXANDRIA VA 22314 PC PUBLIC SUPPORT 120000 COURAGE KENNY FOUNDATION 3915 GOLDEN VALLEY ROAD GOLDEN VALLEY MN 55422 PC PUBLIC SUPPORT 6000 CREATE A MEMORY FOUNDATION 80 S 8TH ST MINNEAPOLIS MN 55402 PC PUBLIC SUPPORT 1000 CRESCENT COVE 4201 BASS LAKE RD BROOKLYN CENTER MN 55429 PC PUBLIC SUPPORT 1500 EVERY MEAL 2723 PATTON ROAD ROSEVILLE MN 55113 PC PUBLIC SUPPORT 250 GARY SINISE FOUNDATION PO BOX 40726 NASHVILLE TN 37204 PC PUBLIC SUPPORT 2000 GCZS CO RABBI WEINBERG 2835 SALEM AVE ST LOUIS PARK MN 55416 PC PUBLIC SUPPORT 3600 GIRL SCOUTS OF GREATER MINNEAPOLIS 5601 BROOKLYN BOULEVARD BROOKLYN CENTER MN 55429 PC PUBLIC SUPPORT 6000 GREATER MINNEAPOLIS CRISIS NURSERY 4544 4TH AVE S MINNEAPOLIS MN 55419 PC PUBLIC SUPPORT 5000 GREATER TWIN CITIES UNITED WAY 404 8TH ST MINNEAPOLIS MN 55404 PC PUBLIC SUPPORT 100000 HABITAT FOR HUMANITY 1954 UNIVERSITY AVENUE WEST ST PAUL MN 55104 PC PUBLIC SUPPORT 5000 HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLUL HI 96813 PC PUBLIC SUPPORT 1000 HEILICHER JEWISH DAY SCHOOL 4330 CEDAR LAKE ROAD S MINNEAPOLIS MN 55416 PC PUBLIC SUPPORT 5000 HERZL CAMP 4330 CEDAR LAKE ROAD S ST LOUIS PARK MN 55416 PC PUBLIC SUPPORT 74500 HOMEWARD BOUND INC 12805 HWY 55 SUITE 400 PLYMOUTH MN 55441 PC PUBLIC SUPPORT 500 HOPE ACADEMY 2300 CHICAGO AVE MINNEAPOLIS MN 55404 PC PUBLIC SUPPORT 5000 HOSPICE OF THE RED RIVER VALLEY 1701 38TH ST S SUITE 101 FARGO ND 58103 PC 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PUBLIC SUPPORT 10000 LITTLE SISTERS OF THE POOR 330 EXCHANGE PLACE ST PAUL MN 55102 PC PUBLIC SUPPORT 1000 LIVING LEGACY-MINNEAPOLIS CHABAD 2845 HEDBERG DRIVE MINNETONKA MN 55305 PC PUBLIC SUPPORT 25000 LIVING WORD CHRISTIAN CENTER 9201 75TH AVE N BROOKLYN CENTER MN 55428 PC PUBLIC SUPPORT 10000 LOAVES & FISHES 721 KASOTA AVENUE SE MINNEAPOLIS MN 55414 PC PUBLIC SUPPORT 5000 LUBAVITCH CHEDER DAY SCHOOL 1758 FORD PKWY ST PAUL MN 55116 PC PUBLIC SUPPORT 1800 MAKE-A-WISH MINNESOTA 1919 UNIVERSITY AVE W SUITE 415 MINNEAPOLIS MN 55104 PC PUBLIC SUPPORT 12500 MAPLE GROVE GIRLS TENNIS BOOSTER CLUB PO BOX 1111 MAPLE GROVE MN 55311 PC PUBLIC SUPPORT 10000 MAPLE GROVE THEATRE BOOSTERS PO BOX 1111 MAPLE GROVE MN 55311 PC PUBLIC SUPPORT 10000 MAYO FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 PC PUBLIC SUPPORT 5000 MINNEAPOLIS COMMUNITY KOLLEL 2930 INGLEWOOD AVE S ST LOUIS PARK MN 55416 PC PUBLIC SUPPORT 2500 MINNEAPOLIS JEWISH FEDERATION 111 CHESHIRE LN SUITE 50 MINNETONKA MN 55305 PC PUBLIC 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LAWRENCE NY 11559 PC PUBLIC SUPPORT 2500 RONALD MCDONALD HOUSE CHARITIES 621 OAK STREET SE MINNEAPOLIS MN 55414 PC PUBLIC SUPPORT 4000 SCIENCE MUSEUM OF MINNESOTA 120 WEST KELLOG BLVD ST PAUL MN 55102 PC PUBLIC SUPPORT 1000 SCRAP RACISM FOUNDATION 13118 AVOCET ST NW COON RAPIDS MN 55448 PC PUBLIC SUPPORT 10000 SECURE COMMUNITY NETWORK PO BOX 10303 CHICAGO IL 60610 PC PUBLIC SUPPORT 100000 SHA'ARIM 2851 HEDBERG DR MINNETONKA MN 55305 PC PUBLIC SUPPORT 18000 SHARING & CARING HANDS 525 NORTH 7TH STREET MINNEAPOLIS MN 55405 PC PUBLIC SUPPORT 8000 SHOLOM FOUNDATION 3610 PHILLIPS PKWY MINNEAPOLIS MN 55426 PC PUBLIC SUPPORT 2500 SIX POINTS THEATER 1978 FORD PKWY ST PAUL MN 55116 PC PUBLIC SUPPORT 1000 ST DAVID'S CENTER 3395 PLYMOUTH ROAD MINNETONKA MN 55305 PC PUBLIC SUPPORT 5000 ST LOUIS PARK EMERGENCY PROGRAM (STEP) 6812 WEST LAKE STREET ST LOUIS PARK MN 55426 PC PUBLIC SUPPORT 7000 STUDENTS SUPPORTING ISRAEL 3131 FERNBOOK LN N SUITE 223 PLYMOUTH MN 55447 PC PUBLIC SUPPORT 10000 TALMUD 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1000 VETERAN VALOR FARM 19206 COUNTY RD 132 BRAINERD MN 56401 PC PUBLIC SUPPORT 500 YESHIVA OF MINNEAPOLIS 3115 OTTAWA AVE S MINNEAPOLIS MN 55416 PC PUBLIC SUPPORT 50000 YMCA - NORTHWEST BRANCH 7601 42ND AVENUE NORTH NEW HOPE MN 55427 PC PUBLIC SUPPORT 5000 YOUTH FRONTIERS 5215 EDINA INDUSTRIAL BLVD SUITE 400 MINNEAPOLIS MN 55439 PC PUBLIC SUPPORT 10000 YOUTH WITH A MISSION 100 WEST 35TH ST NATIONAL CITY CA 91950 PC PUBLIC SUPPORT 1500 3035750 0 14 413480 14 338330 531120 9509 16 6143 531120 177653 18 429712 187162 1187665 0 1374827 0 0 0 0 0 0 0 0 0 0 X X 1 LIBERTY DIVERSIFIED INTERNATIONAL INC 5600 NORTH HIGHWAY 169 MINNEAPOLIS MN 55428 2850000 X CORPORATE BONDS 5230699 3225677 CORPORATE STOCK 16534762 21270570 2998585 3531377 0 0 STATE OF ISRAEL BONDS AT COST 600000 600000 FOUNDERS PROPERTIES INCOME FUND IV, LLP AT COST 387164 387164 MN ATTORNEY GENERAL CHARITIES DIVISION 25 0 0 25 INVESTMENT FEES 171963 171963 0 0 FEDERAL EXCISE TAX 52500 0 0 0 FOREIGN TAXES WITHHELD FROM INCOME 844 844 0 0