2024-05-08T15:42:00-05:00 2023-12-31 852873144 M J BARRETT & COMPANY PLLC 3900 NORTHWOODS DRIVE STE 350 STPAUL MN 55112 990PF 2023-01-01 363505813 CARIDAD CORPORATION CARI 6128036192 2630 W LAFAYETTE RD EXCELSIOR MN 55331 MICHAEL BARRETT TREASURER 6128036192 2024-05-07 1 MICHAEL BARRETT 000000000 0 MICHAEL J BARRETT P00443533 6123720090 2024-05-07 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 263958 X 126864 5969 5969 68153 110569 68153 200986 74122 0 0 0 3350 3350 0 2290 0 0 699 699 0 6339 4049 0 109400 109400 115739 4049 109400 85247 70073 26744 27542 27542 50325 0 50325 50325 50325 27567 44464 186091 104636 122331 263958 0 0 X 216671 301918 0 0 -112035 -179587 104636 122331 104636 122331 104636 85247 0 189883 67552 122331 100 SHARES APPLE STOCK 2015-06-01 2023-12-31 19305 1656 17649 17649 100 SHARES SPDR DOW JONES ETF 2014-01-01 2023-12-31 35369 16430 18939 18939 100 SHARES SPDR DOW JONES ETF 2014-01-01 2023-12-31 36346 16430 19916 19916 1000 SHARES USA COMPRESSION 2016-02-10 2023-12-31 19549 7900 11649 11649 68153 974 0 974 0 974 0 0 0 0 0 X 56 1030 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A CARIDAD CORP THOMAS LOWE III 6128036192 2630 W LAFAYETTE RD EXCELSIOR MN 55331 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS P LOWE 2630 W LAFAYETTE RD EXCELSIOR MN 55331 PRESIDENT 0.00 0 0 0 THOMAS P LOWE III 3295 CARMAN RD EXCELSIOR MN 55331 TREASURER 20.00 0 0 0 NONE 0 NONE 0 0 154248 27877 0 182125 0 0 182125 2732 179393 8970 8970 974 974 7996 0 7996 7996 0 109400 0 109400 0 0 0 40348 51825 98969 174990 366132 109400 0 0 109400 0 0 0 0 475532 0 0 0 0 0 126864 0 348668 64278 174990 109400 THOMAS P LOWE X THOMAS P LOWE 2630 W LAFAYETTE RD 2630 W LAFAYETTE ROAD EXCELSIOR MN 55331 6128036192 LETTER DESCRIBING ORGANIZATION, BENEFIT, 501(C)(3) STATUS. OCTOBER 30TH EACH CALENDAR YEAR NONE ALLIANCE HOUSING INC 2309 NICOLLET AVE MINNEAPOLIS MN 55404 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2500 BLAINE COUNTY REC DIST 1050 FOX ACRES RD STE 107 HAILEY ID 83333 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 1000 CARVER SCOTT HUMANE SOCIETY 822 YELLOW BRICK ROAD CHASKA MN 55318 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 500 CATO INSTITUTE 1000 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2000 CENTER OF THE AMERICAN EXPERIMENT 8441 WAYZATA BLVD SUITE 350 GOLDEN VALLEY MN 55426 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 5000 CFACT 1717 PENNSYLVANIA AVE NW SUITE 1025 WASHINGTON DC 20006 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 1000 COLLEGE POSSIBLE 755 PRIOR AVENUE NORTH STE 210 ST PAUL MN 55104 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 1000 COMMUNITY EMERGENCY SERVICES 1900 11TH AVENUE MINNEAPOLIS MN 55404 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2000 COMMUNITY LIBRARY PO BOX 2168 KETCHUM ID 83340 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2000 COMPETITIVE ENTERPRISE INSTITUTE 1310 L STREET NW WASHINGTON DC 20036 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 1000 HAMMER RESIDENCES 1909 WAYZATA BLVD WAYZATA MN 55391 MINNEAPOLIS MN 55391 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 10000 INSTITUTE FOR JUSTICE 901 N GLEBE ROAD SUITE 900 ARLINGTON HEIGHTS VA 22203 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 1000 INTERFAITH OUTREACH 1605 COUNTY RD 101 N PLYMOUTH MN 55447 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2000 JDRF 3001 METRO DRIVE STE 100 BLOOMINGTON MN 55425 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 500 JUDICIAL WATCH 425 THIRD STREET SW STE 800 WASHINGTON DC 20024 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2000 KETCHUMSUN VALLEY VOLUNTEER FIRE FIGHTERS ASSOC PO BOX 1262 KETCHUM ID 83340 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 300 LAKE MINNETONKA ASSOC PO BOX 248 EXCELSIOR MN 55331 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 500 LEADERSHIP INSTITUTE 11014 HIGHLAND ST ARLINGTOM VA 22201 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 250 LIVING WITH WOLVES 580 4TH ST SUITE 150 KETCHUM ID 83340 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 250 LOAVES & FISHES 721 KASOTA AVE SE MINNEAPOLIS MN 55414 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 1000 LOVE ONE ANOTHER 7220 YORK AVE S STE 610 EDINA MN 55435 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2500 LOVE ONE ANOTHER 7220 YORK AVE S STE 610 EDINA MN 55435 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 1000 MACULAR DEGENERATION RESEARCH 22512 GATEWAY CENTER DRIVE CLARKSBURG MD 20871 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 100 MINNEAPOLIS HEART INSTITUTE FOUNDATION 2240 E 28TH ST STE 100 MINNEAPOLIS MN 55407 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 20000 MINNESOTA ASSISTANCE COUNCIL FOR VETERANS 1000 UNIVERSITY AVENUE WEST ST PAUL MN 55104 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 1000 MINNESOTA LANDSCAPE ARBORETUM FOUNDATION 3675 ARBORETUM DRIVE CHASKA MN 55318 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 250 MINNETONKA CENTER FOR THE ARTS 2240 N SHORE DR WAYZATA MN 55391 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 5000 MOUNTAIN HUMANE PO BOX 1496 KETCHUM ID 83333 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2000 NORTHSIDE ACHIEVEMENT ZONE 1964 N 2ND ST MINNEAPOLIS MN 55411 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 500 PACIFIC LEGAL FOUNDATION 930 G STREET SACREMENTO CA 95814 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2000 PAGE EDUCATION FOUNDATION PO BOX 581254 MINNEAPOLIS MN 55458 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 500 PET PARTNERS 345 118TH AVE SE STE 100 BELLEVUE WA 98005 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 250 PROJECT FOR PRIDE IN LIVING 1021 E FRANKLIN AVE MINNEAPOLIS MN 55404 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2500 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 500 SECOND HARVEST HEARTLAND 7101 WINNETKA AVENUE N BROOKLYN PARK MN 55428 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2000 ST LUKES WOOD RIVER FOUNDATIONS PO BOX7005 KETCHUM ID 83340 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2500 ST MARTIN'S CHURCH 2801 WESTWOOD RD MINNETONKA BEACH MN 55361 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2500 SUMMIT ACADEMY OIC 935 OLSON MEMORIAL HWY MINNEAPOLIS MN 55405 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 10000 THE HEARTLAND INSTITUTE 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2000 TOP DOG FOUNDATION 5120 VEGA AVENUE NEW GERMANY MN 55367 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 1000 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 1000 TWIN CITIES PUBLIC TELEVISION 172 EAST 4TH STREET MINNEAPOLIS MN 55101 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 250 TWIN CITIES RISE 1301 N BRYANT AVE MINNEAPOLIS MN 55411 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 10000 UNION GOSPEL MISSION 77 NINTH STREET EAST ST PAUL MN 55101 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 500 UPPER MIDWEST LAW CANTER 8421 WAYZATA BLVD STE 105 GOLDEN VALLEY MN 55426 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 2500 URBAN BOAT BUILDERS 2288 UNIVERSITY AVE WEST ST PAUL MN 55114 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 250 WECAN 5213 SHORELINE DR MOUND MN 55364 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 500 WECAN 5213 SHORELINE DR MOUND MN 55364 PC FURTHER THE TAX EXEMPT PURPOSE OF THE CHARITY 500 109400 0 14 5969 18 68153 0 74122 0 74122 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS LOWE 2630 W LAFAYETTE ROAD EXCELSIOR MN 55331 126864 X 1 361 SHARES OF PUBLICLY TRADED SPDR EOW JONES INDUSTRIAL AVRG ETF 126864 2023-07-19 TAX PREPARATION FEES 3350 3350 0 THE FOUNDATION HAS ELECTED TO USE ITS EXCESS DISTRIBUTION CARROVERS TO BE COUNTED AS QUALIFYING DISTRIBUTION FOR 12/31/2023. THUS DISTRIBUTIONS HAVE BEEN TREATED AS BEING MADE OUT OF THE CORPUS FOR PURPOSES OF PERMITTING THE DONOR TO CLAIM A FULL FAIR MARKET DEDUCTION IN 2023. THE AMOUNT ELECTED IS $126,864 (SEE FORM 990PF PAGE 9, LINE 7)SEE ATTACHED FOR SIGNATURETHOMAS LOWE, MANAGER STOCKS/OPTIONS 44464 186091 APPRECIATION ON STOCK RECIEVED - FMV VRS. DONORS ADJUSTED BASIS 67552 BANK CHARGES 166 166 0 OTHER 533 533 0 990PF TAX 2290 0 0