2024-11-12T15:00:45-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990PF 2023-01-01 471300668 JOHN AND DENISE GRAVES FOUNDATION JOHN 6123899820 2929 CHICAGO AVENUE SOUTH 100 MINNEAPOLIS MN 55407 WILLIAM G GRAVES PRESIDENT 6123492705 2024-11-12 1 0 KIMBERLY ANDERSON P00188889 6086628600 2024-11-12 2023 2024-10-15 13:58:12Z X 46651122 X 0 X 848304 1123089 -295134 7464302 0 2788 100432 555958 1223521 171094 0 171094 595149 0 595149 100824 0 100825 4620 0 22870 32574 16287 30031 176728 169158 11893 104467 2741 9629 19805 0 35367 0 55064 17065 0 17018 238470 319954 212078 1496163 508140 1225651 2865948 2869198 4362111 508140 4094849 -3806153 715381 37313 278115 278115 2818470 2000704 2000704 42175 43620 43620 25978482 27950939 27950939 4575031 4731720 4731720 10036026 9393576 9393576 188531 134829 73507 53702 53702 886540 2198746 2198746 44447544 46651122 46651122 13084 10778 50000 97175 63084 107953 X 44384460 46543169 44384460 46543169 44447544 46651122 44384460 -3806153 5964862 46543169 0 46543169 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 7464302 7827436 -363134 -363134 CAPITAL GAINS P 2023-01-01 2023-12-31 68000 68000 -295134 9944 0 9944 0 9944 27437 0 0 0 27437 X 0 17493 17493 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MN 1 0 0 0 0 1 WWW.JDGRAVESFOUNDATION.ORG WILLIAM G GRAVES 6123899820 2929 CHICAGO AVENUE SOUTH MINNEAPOLIS MN 55407 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 WILLIAM G GRAVES 2929 CHICAGO AVENUE S STE 100 MINNEAPOLIS MN 55407 TRUSTEE/PRESIDENT 40.00 165003 6091 0 JOHN E GRAVES 2929 CHICAGO AVENUE S STE 100 MINNEAPOLIS MN 55407 TRUSTEE 1.00 0 0 0 DENISE A GRAVES 2929 CHICAGO AVENUE S STE 100 MINNEAPOLIS MN 55407 TRUSTEE 1.00 0 0 0 KYRRA RANKINE 2929 CHICAGO AVENUE S STE 100 MINNEAPOLIS MN 55407 VICE PRESIDENT, POLI 40.00 124444 10409 0 DESEANDRA SHEPPHEARD 2929 CHICAGO AVENUE S STE 100 MINNEAPOLIS MN 55407 VICE PRESIDENT, CHIE 40.00 123015 750 0 CARLA GODWIN 2929 CHICAGO AVENUE S STE 100 MINNEAPOLIS MN 55407 PROJECT MANAGER 40.00 100009 11037 0 HOLLY KRAGTHORPE-SHIRLEY 2929 CHICAGO AVENUE S STE 100 MINNEAPOLIS MN 55407 DIRECTOR OF SPECIAL 30.00 87500 3500 0 DANIELLE PRASCH 2929 CHICAGO AVENUE S STE 100 MINNEAPOLIS MN 55407 OPERATIONS MANAGER 40.00 85000 3138 0 1 UBS FINANCIAL SERVICES INC 80 SOUTH 8TH STREET 29TH FLOOR MINNEAPOLIS MN 55402 INVESTMENT MANAGEMENT 157889 0 THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN AN LLC FORMED TO OWN PROPERTY LOCATED AT 3728-3740 CHICAGO AVENUE, MINNEAPOLIS MN TO: (A) SUPPORT HISTORICALLY UNDERREPRESENTED COMMUNITIES AND NEIGHBORHOODS IN MINNEAPOLIS BY PREVENTING SIGNIFICANT PROPERTIES IN THOSE NEIGHBORHOODS FROM BEING PURCHASED AND REDEVELOPED IN A MANNER THAT DOES NOT FURTHER AND SUPPORT THE CULTURAL HISTORY OF THE COMMUNITY, THE BUILDING AND ITS NEIGHBORS; (B) INCUBATE PEOPLE AND IDEAS, GROW AND NURTURE NETWORKS, AND ACT COLLECTIVELY WITH THE COMMUNITY TO MAINTAIN THE CULTURALLY SIGNIFICANT PROPERTY FOR THE BENEFIT OF THE COMMUNITY BY CREATING LOCAL BUSINESSES IN THE PROPERTY; (C) REALIZE A MINNEAPOLIS WHERE LONG-TERM, TRUSTED RELATIONSHIPS CAN FLOURISH AND THE ABILITY OF CITIZENS TO ORGANIZE AND INFLUENCE CIVIL SOCIETY IS PROMOTED THROUGH THE CREATION OF A COMMUNITY OWNED BUSINESS IN THE PROPERTY; AND (D) WORK TOGETHER WITH LOCAL LEADERS AND COALITIONS, TO PRESERVE AND ADVANCE A MINNEAPOLIS FREE FROM STRUC 1264314 1264314 42316650 688747 0 43005397 0 0 43005397 645081 42360316 2118016 2118016 9944 37141 47085 2070931 0 2070931 0 2070931 4094849 1264314 5359163 2070931 0 0 2533676 1043618 1797477 5374771 5359163 0 0 0 2070931 3288232 0 0 8663003 0 0 0 0 0 0 0 8663003 2533676 1043618 1797477 3288232 JOHN E GRAVES LETTER OF INTENT ACCEPTED BY E-MAIL 2929 CHICAGO AVENUE SOUTH SUITE 100 MINNEAPOLIS MN 55407 6123899820 INFO@JDGRAVESFOUNDATION.ORG UNSOLICITED LETTERS OF INTEREST THAT ARE SUBMITTED FOLLOWING OUR GUIDELINES WILL BE READ AS THE FOUNDATION STAFF IS ABLE. PROPOSALS SELECTED BY FOUNDATION STAFF FOR APPROVAL WILL BE REVIEWED AT SUBSEQUENT BOARD MEETINGS. NONE/OPEN APPLICATION PROCESS JOHN AND DENISE GRAVES FOUNDATION FUNDS FALL INTO THREE CATEGORIES: 1. EDUCATION - K-12 FOCUSED ORGANIZATIONS, SCHOOLS, AND SCHOOL SYSTEMS ON A PATH TO CREATING STRONG, STABLE, WELL-GOVERNED SCHOOLS AND SCHOOL SYSTEMS, AND MAKING POSITIVE CHANGES. 2. YOUTH POWER BUILDING - ORGANIZATIONS THAT PROVIDE SUPPORT, LEADERSHIP DEVELOPMENT, AND HOLISTIC MENTORSHIP TO UNDERSERVED YOUTH AS THEY LEAVE THE K-12 SYSTEM AND BEGIN THEIR JOURNEY TO ADULTHOOD, AND THOSE THAT WORK TOWARDS BETTERING YOUTH-INVOLVED SYSTEMS AND ENTITLEMENTS. 3. COMMUNITY ORGANIZATIONS THAT WORK TO MAINTAIN THE CULTURAL VIBRANCE AND DIVERSITY OF EAST LAKE STREET. JOHN AND DENISE GRAVES FOUNDATION DOES NOT FUND GRANTS TO INDIVIDUALS; FOR SACRAMENTAL OR THEOLOGICAL FUNCTIONS OF RELIGIOUS ORGANIZATIONS; FOR ANNUAL FUNDRAISING EVENTS; TO ENDOWMENTS; FOR PROPAGANDIZING, INFLUENCING LEGISLATION, AND/OR ELECTIONS, PROMOTING VOTER REGISTRATION, FOR POLITICAL CANDIDATES, POLITICAL CAMPAIGNS, OR FOR LITIGATION. 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TELEKOMUNIKASI INDONESIA SPON ADR 19887 19887 CSX CORPORATION 182780 182780 MINTH GROUP LTD UN SPON ADR 12552 12552 BP PLC SPON ADR 12638 12638 PT BANK NEGERA INDONE ADR 18054 18054 BRITISH AMER TOBACCO PLC GB SPON ADR 16930 16930 PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON ADR 28620 28620 HDFC BANK LTD ADR REPSTG 3 ORD SHS 89860 89860 CAPGEMINI S E UNSPONSORED ADR 14229 14229 CAPITEC BK HLDGS LTD ADR 23095 23095 CARRIER GLOBAL CORP 184702 184702 MTU AERO ENGINES HLDGS AG ADR 8203 8203 NVIDIA CORP 231268 231268 IMPERIAL BRANDS PLC SPON ADR 8998 8998 NOMURA RESEARCH INSTITUTE LTD ADR 10433 10433 NIPPON TELEG & TEL CORP SPON ADR 13709 13709 CHINA MERCHANTS BK CO LTD UNSPONSORED ADR 23554 23554 CHIPOTLE MEXICAN GRILL INC CL A 98339 98339 CHOICE HOTELS INTL INC NEW 43167 43167 NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 18385 18385 COMPAGNIE FINANCIERE RICHEMONT AG ADR 4105 4105 DNB BK ASA SPON ADR 12406 12406 ESSILORLUXOTTICA ADR 23615 23615 INDUSTRIA DE DISENO TEXTIL IND ADR 19154 19154 AGILENT TECHNOLOGIES INC 40041 40041 B&M EUROPEAN VALUE RETAIL SA UNSPONSORED ADR 5126 5126 TDK CORP ADR JAPAN ADR 11215 11215 WEST PHARMACEUTICAL SERVICES INC 90495 90495 WAL MART DE MEXICO SAB DE CV CL V SPON ADR 31707 31707 VISA INC CL A 350171 350171 VERALTO CORP 50754 50754 STRAUMANN HLDG AG ADR 12142 12142 TAIWAN SEMICONDUCTOR MFG CO LTD ADR 201136 201136 UNTD OVERSEAS BK LTD SPONS ADR SINGAPORE ADR 18351 18351 UBER TECHNOLOGIES INC 108363 108363 GRUPO FINANCIERO BANORTE SPON ADR 43181 43181 CDN NATL RAILWAY CO CAD 9548 9548 SAIA INC 57407 57407 EDWARDS LIFESCIENCES CORP 99964 99964 MARUBENI CORP ADR JAPAN ADR 9876 9876 DASSAULT SYSTEMS S A SPON ADR 7402 7402 DBS GROUP HLDGS LTD. SPON ADR 16404 16404 LVMH MOET HENNESSY LOUIS ADR 15595 15595 LONZA GROUP AG ADR 8502 8502 JD COM INC CL A SPON ADR 17998 17998 ITOCHU CORP ADR JAPAN ADR 11483 11483 INTERACTIVE BROKERS GROUP INC CL A 50486 50486 CORTEVA INC 147306 147306 ZURN ELKAY WATER SOLUTION CORP 60173 60173 43620 43620 0 0 ALPHAKEYS MILLENIUM FD II LLC CLASS B A/O FMV 3780135 3780135 NORTHERN PACIFIC GROWTH FOUNDATION PARTNERS, LP FMV 2639074 2639074 ALKEON GROWTH OFFSHORE FUND II LTD SUB CLASS 3 FMV 85836 85836 CLOVER PCO II ORIGINAL FEEDER FMV 1210678 1210678 DIAMOND HILL LONG-SHORT FUND CLASS I FMV 546774 546774 CLOVER PCO II SECONDARY FEEDER FMV 623949 623949 CALAMOS INVT TR NEW MARKET NEUTRAL FD CL I FMV 507130 507130 LEGAL FEES 4620 0 22870 DUE FROM PERIS FOUNDATION 21467 284 284 ROU ASSET 0 66703 66703 ACCUMULATED INTEREST 50408 52879 52879 PROGRAM RELATED INVESTMENTS - FIXED ASSETS 814665 2078880 2078880 PROGRAM EXPENSE 157318 0 129350 TECHNOLOGY, COMPUTER, & WEBSITE FEES 19608 0 19390 OFFICE EXPENSES 61518 0 63261 FILING FEES 26 0 77 PARTNERSHIP EXPENSES 0 319954 0 PARTNERSHIP INCOME 97644 OTHER INCOME 2788 MISCELLANEOUS INCOME 2788 2788 UNREALIZED LOSS ON INVESTMENTS 5964862 DEFERRED LEASEHOLD ALLOWANCE 50000 0 LEASE LIABILITY 0 97175 INVESTMENT FEES 169158 169158 0 PROFESSIONAL DEVELOPMENT AND CONSULTING 7570 0 11893 EXCISE TAXES 94838 0 0 PROPERTY TAXES 9629 0 9629 FOREIGN TAXES 0 2741 0