2024-11-13T17:23:54-06:00 2023-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2023-01-01 416017740 ROCHESTER AREA FOUNDATION ROCH 5072820203 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 JENNIFER WOODFORD PRESIDENT 5072820203 2024-11-13 1 0 JULIE BOYER P01278549 2187275025 2024-11-13 2023 2024-10-15 13:58:12Z JENNIFER WOODFORD 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 15924189 0 X HTTP://WWW.ROCHESTERAREA.ORG/ X 1944 MN BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. 14 14 12 87 2509 0 13165930 14182664 352251 451801 -5471824 1267495 -25488 -33983 8020869 15867977 5221705 4283281 0 0 455703 784600 0 0 373501 1151158 1315674 6828566 6383555 1192303 9484422 45883774 61087038 1063097 3285807 44820677 57801231 X BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. 0 1 5227627 4283281 451801 GRANTS WERE PROVIDED TO ORGANIZATIONS PROVIDING FREE LEGAL CLINICS, EDUCATIONAL TUTORING AND DATA SHARING SERVICES, CULTURAL SERVICES AND EDUCATION, AND A VARIETY OF OTHER PROGRAMS SERVING COMMUNITY NEEDS. IN MARCH 2023, THE ORGANIZATION ADDED 10 NEW FISCALLY SPONSORED PROJECTS, DUE TO THE DISSOLUTION OF ANOTHER COMMUNITY ORGANIZATION. 5227627 1 1 0 0 0 1 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 25 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X JENNIFER WOODFORD 5072820203 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 X LARRY KOSHIRE CHAIR 6.00 0.50 X X 0 0 0 DAVE OETH 1ST VICE CHAIR 4.00 0.50 X X 0 0 0 JUDITH WILSON 2ND VICE CHAIR 4.00 X X 0 0 0 MARCO WAGEMAN TREASURER 6.00 X X 0 0 0 CHRIS WENDLAND SECRETARY 4.00 X X 0 0 0 DR KATHY LOMBARDO IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 TONY BENSON TRUSTEE 2.00 X 0 0 0 MARY EHMKE TRUSTEE 2.00 X 0 0 0 TODD HEATHER TRUSTEE 2.00 X 0 0 0 BETH KREHBIEL TRUSTEE 2.00 X 0 0 0 MIKE PARADISE TRUSTEE 3.00 0.50 X 0 0 0 ERIN SEXTON TRUSTEE 2.00 X 0 0 0 DON SUPALLA TRUSTEE 2.00 X 0 0 0 HAROLD BURDEN TRUSTEE 2.00 X 0 0 0 JENNIFER WOODFORD PRESIDENT 33.00 11.50 X 115350 38450 8348 115350 38450 8348 1 0 1 0 0 2632391 11550273 1361075 14182664 ADMIN FEE INCOME 900099 396303 396303 OTHER REVENUE 900099 55498 55498 451801 625847 19259 606588 22229 56212 -33983 -33983 -16750 -17233 641648 0 641648 641648 641648 15867977 451801 2509 1231003 X 4212181 4212181 71100 71100 121611 57157 42564 21890 547906 257516 191767 98623 20020 9409 7007 3604 47757 22446 16715 8596 47306 22234 16557 8515 3023 1421 1058 544 55273 25978 19346 9949 913622 429403 319768 164451 51998 24439 18199 9360 61656 26558 31883 3215 25708 12083 8998 4627 12273 6136 3682 2455 38512 3851 30810 3851 10134 4763 3547 1824 10622 4992 3718 1912 REPAIRS AND MAINTENANCE 48371 22734 16930 8707 DUES AND SUBSCRIPTIONS 13718 1372 10974 1372 CRT DISBURSEMENTS 9664 4542 3382 1740 PROGRAM EXPENSES 7312 7312 53788 35522 18266 6383555 5227627 782427 373501 1384411 2449228 8124703 8613647 12383 4125000 251351 1381884 7524 110245 2650335 682075 2034256 1968260 32459056 37032447 1861441 5154976 45883774 61087038 -256735 156874 17108 480388 431033 839444 2680792 1063097 3285807 X 38362098 47300927 6458579 10500304 44820677 57801231 45883774 61087038 X 9484422 3429130 67002 X X 0 1 X 1 0 X 4457420 5450319 7167652 13165930 14182664 44423985 4457420 5450319 7167652 13165930 14182664 44423985 2485477 41938508 372630 638906 852713 790754 648076 3303079 1674 1674 47728738 1896419 0.87870 0.88350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 198 6904730 2762799 25973506 1 1 17110435 6461651 526843 1082692 0 36133 22980104 17792108 5533213 -5078509 1088750 19758 27869 17110435 14177197 6915243 2026787 4644387 677732 5000 17792108 12857808 2275158 1649355 2338756 266658 -290 14177197 16868730 1240322 2439347 262192 856388 6572011 12857808 0.01570 0.98370 0.00060 0 0 239669 239669 1405000 240020 1164980 676723 176993 499730 328943 265062 63881 1968260 INVESTMENTS IN MARKETABLE SECURITIES 37032447 F 37032447 DUE FROM FIRST HOMES PROPERTIES - AFFILIATE 378696 OTHER ASSETS 50838 BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS 218807 INTERCOMPANY NOTES RECEIVABLE 4506635 5154976 UNITRUST OBLIGATIONS 423300 REFUNDABLE ADVANCES 452233 GRANTS DUE FROM AFFILIATES 371259 INTERCOMPANY NOTES PAYABLES 1434000 2680792 X PART V, LINE 4: THE FOUNDATION HOLDS 139 INDIVIDUAL FUNDS, DEEMED AS ENDOWMENT FUNDS AND ESTABLISHED TO PROVIDE A VARIETY OF SUPPORT FOR NONPROFIT ORGANIZATIONS AND/OR SCHOLARSHIP RECIPIENTS. THESE PERMANENT ENDOWED FUNDS HAVE DISTRIBUTION RESTRICTIONS THAT HAVE BEEN DETERMINED BY THE DONORS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. THE FOUNDATION BELIEVES THAT NO SIGNIFICANT UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN IN ITS TAX RETURNS. AT DECEMBER 31, 2023, GENERALLY, THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2020 TO 2023. AT DECEMBER 31, 2023 AND 2022, THE FOUNDATION DID NOT RECORD ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS. 1 ABILITY BUILDING COMMUNITY 1911 14TH ST NW ROCHESTER MN 55901 410829178 501(C)(3) 39095 0 DISABILITY SERVICES ALZHEIMER'S ASSOCIATION PO BOX 96011 WASHINGTON DC 200906011 133039601 501(C)(3) 7920 0 HEALTH AND HUMAN SERVICES AMERICAN CANCER SOCIETY-SANDRA J SCHULZE HOPE LODGE 411 2ND STREET NW ROCHESTER MN 55901 131788491 501(C)(3) 6150 0 HEALTH AND HUMAN SERVICES AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 WEST 36TH ST SUITE 1100 NEW YORK NY 10018 131790719 501(C)(3) 17500 0 HEALTH AND HUMAN SERVICES AMERICAN RED CROSS SE MN 305 ALLIANCE PLACE NE ROCHESTER MN 55906 530196605 501(C)(3) 8800 0 HEALTH AND HUMAN SERVICES APPLE TREE DENTAL 2442 MOUNDS VIEW BLVD MOUNDS VIEW MN 55112 363411437 501(C)(3) 12000 0 HEALTH AND HUMAN SERVICES ARC MINNESOTA - SOUTHEAST REGION 6301 BANDEL ROAD NW SUITE 605 ROCHESTER MN 55901 510653115 501(C)(3) 6160 0 HEALTH AND HUMAN SERVICES AUSTIN RECREATION CENTER 704 1ST DRIVE NW AUSTIN MN 55912 410718359 501(C)(3) 10000 0 RECREATION BEAR CREEK SERVICES 3108 US 52 ROCHESTER MN 55901 411390671 501(C)(3) 5023 0 DISABILITY SERVICES BEMIDJI STATE UNIVERSITY BSU ALUMNI FOUNDATION 1500 BIRCHMONT DRIVE NE 17 BEMIDJI MN 56602 411687554 GOVERNMENT 10000 0 EDUCATION BEMIDJI STATE UNIVERSITY FOUNDATION 1500 BIRCHMONT DR NE 17 BEMIDJI MN 56601 237044156 501(C)(3) 10000 0 EDUCATION BENEDICTINE FOUNDATION - ROCHESTER MADONNA TOWERS 4001 19TH AVE NW ROCHESTER MN 55901 411809914 501(C)(3) 6930 0 HEALTH AND HUMAN SERVICES BOYS & GIRLS CLUB OF ROCHESTER 1026 EAST CENTER STREET ROCHESTER MN 55904 411945875 501(C)(3) 55540 0 YOUTH & FAMILIES BRAD WHITE MINISTRIES ATTN BRAD WHITE PO BOX 1255 CORDOVA TN 38088 352374872 501(C)(3) 18000 0 RELIGIOUS CAMP OLSON - YMCA 4160 LITTLE BOY RD NE LONGVILLE MN 56655 410967781 501(C)(3) 12730 0 YOUTH & FAMILIES CAMPUS CRUSADE FOR CHRIST 100 LAKE HART DRIVE ORLANDO FL 32832 956006173 501(C)(3) 7200 0 RELIGIOUS CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER DBA CATHOLIC CHARITI 200 4TH ST SE ROCHESTER MN 55904 410721636 501(C)(3) 14700 0 HEALTH AND HUMAN SERVICES CATHOLIC RELIEF SERVICES P O BOX 17090 228 WEST LEXINGTON STREET BALTIMORE MD 21297 135563422 501(C)(3) 10000 0 HEALTH AND HUMAN SERVICES CHAD GREENWAY LEAD THE WAY FOUNDATION 59 CAVALIER BLVD STE 310 FLORENCE KY 41042 261782419 501(C)(3) 15000 0 HEALTH AND HUMAN SERVICES CHANNEL ONE REGIONAL FOOD BANK 131 35TH STREET SE ROCHESTER MN 55904 411379713 501(C)(3) 95770 0 HEALTH AND HUMAN SERVICES CHATFIELD HIGH SCHOOL C/O ED HARRIS SUPERINTENDENT 205 UNION STREET NE CHATFIELD MN 55923 416001078 GOVERNMENT 9400 0 EDUCATION CHILDHOOD CANCER COMMUNITY 905 9TH STREET SE ROCHESTER MN 55904 841937145 501(C)(3) 8700 0 YOUTH & FAMILIES CHILDREN'S MUSEUM OF ROCHESTER INC 1201 12TH STREET SW SUITE 632 ROCHESTER MN 55902 842749957 501(C)(3) 17274 0 YOUTH & FAMILIES CHRIST UNITED METHODIST CHURCH 400 5TH AVENUE SW ROCHESTER MN 55902 410693980 501(C)(3) 26300 0 RELIGIOUS CHURCH OF SAINT JOHN THE EVANGELIST 11 4TH AVE SW ROCHESTER MN 559023098 410733599 501(C)(3) 15500 0 RELIGIOUS CIVIC LEAGUE DAY NURSERY ATTN JACKIE BENOIT-PETRIK 427 6TH AVENUE SW ROCHESTER MN 559023233 410721719 501(C)(3) 13580 0 HEALTH AND HUMAN SERVICES COMMONWEAL THEATRE COMPANY 208 PARKWAY AVENUE NORTH PO BOX 15 LANESBORO MN 55949 411796293 501(C)(3) 7500 0 ARTS COMMUNITY DENTAL CARE 2120 US HIGHWAY 14 EAST ROCHESTER MN 55904 043692982 501(C)(3) 8815 0 HEALTH AND HUMAN SERVICES COMMUNITY FOOD RESPONSE 120 1ST ST NE ROCHESTER MN 55906 411757102 501(C)(3) 14100 0 HEALTH AND HUMAN SERVICES CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIST 974 SKYLINE DRIVE SW ROCHESTER MN 55902 410760826 501(C)(3) 12000 0 RELIGIOUS DODGE CENTER FOUNDATION PO BOX 276 DODGE CENTER MN 55927 453201034 501(C)(3) 8347 0 COMMUNITY DEVELOPMENT DOROTHY DAY HOSPITALITY HOUSE 703 1ST ST SW ROCHESTER MN 559026293 363348305 501(C)(3) 22860 0 HEALTH AND HUMAN SERVICES EAGLE BLUFF ENVIRONMENTAL LEARNING CENTER 28097 GOODVIEW DRIVE LANESBORO MN 55944 411431959 501(C)(3) 17000 0 ENVIRONMENT EAGLES HEALING NEST 310 US-71 SAUK CENTRE MN 56378 460617435 501(C)(3) 13900 0 HEALTH AND HUMAN SERVICES ELDER NETWORK 1130 1/2 7TH ST NW SUITE 205 ROCHESTER MN 55901 411704390 501(C)(3) 14700 0 SENIOR SERVICES FAMILY PROMISE ROCHESTER 913 1ST STREET NW ROCHESTER MN 55901 411953191 501(C)(3) 18950 0 HEALTH AND HUMAN SERVICES FAMILY SERVICE ROCHESTER 4600 18TH AVENUE NW ROCHESTER MN 55901 410883453 501(C)(3) 92250 0 HEALTH AND HUMAN SERVICES FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 45277 110303001 501(C)(3) 31000 0 COMMUNITY DEVELOPMENT FIRST HOMES 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 412004557 501(C)(3) 1121522 0 HOUSING FIRST PRESBYTERIAN CHURCH 512 3RD ST SW ROCHESTER MN 559023141 410694750 501(C)(3) 14275 0 RELIGIOUS FOOD FOR THE POOR PO BOX 979005 COCONUT CREEK FL 33097 592174510 501(C)(3) 17921 0 HEALTH AND HUMAN SERVICES FRIENDS OF OXBOW PARK PO BOX 6552 ROCHESTER MN 55903 411440844 501(C)(3) 65300 0 ENVIRONMENT GIFT OF LIFE TRANSPLANT HOUSE 705 2ND ST SW ROCHESTER MN 55902 411495845 501(C)(3) 14595 0 HEALTH AND HUMAN SERVICES GLOBE FOR CHRIST INTERNATIONAL ATTN DAVID FORD PO BOX 86027 PHOENIX AZ 85080 860677802 501(C)(3) 24000 0 RELIGIOUS GREATER EUROPEAN MISSION ATTN GARY DEGRAAF PO BOX 1669 MONUMENT CO 801321669 362345199 501(C)(3) 7200 0 RELIGIOUS HAMLINE UNIVERSITY 1536 HEWITT AVENUE ST PAUL MN 55104 410693960 501(C)(3) 5200 0 RECREATION HISTORY CENTER OF OLMSTED COUNTY 1195 WEST CIRCLE DR SW ROCHESTER MN 559026619 410718368 501(C)(3) 36650 0 EDUCATION HOLY ANARGYROI GREEK ORTHODOX CHURCH 703 W CENTER ST ROCHESTER MN 559026231 411407172 501(C)(3) 10000 0 RELIGIOUS HOLY SPIRIT CATHOLIC CHURCH 5455 50TH AVE NW ROCHESTER MN 559013763 411685876 501(C)(3) 65000 0 RELIGIOUS IMMACULATE HEART OF MARY SEMINARY 750 TERRACE HEIGHTS WINONA MN 55987 410773780 501(C)(3) 28695 0 RELIGIOUS IRONWOOD SPRINGS CHRISTIAN RANCH 7291 COUNTY ROAD 6 SW STEWARTVILLE MN 559768257 411281157 501(C)(3) 23750 0 HEALTH AND HUMAN SERVICES JEREMIAH PROGRAM ROCHESTER-SOUTHEAST MN 2915 JEREMIAH LANE NW ROCHESTER MN 55901 411801834 501(C)(3) 57340 0 HEALTH AND HUMAN SERVICES KASSON ALLIANCE FOR RESTORATION (KARE) C/O GERALD GIESE 806 WESTFIELD COURT KASSON MN 55944 208367553 501(C)(3) 50000 0 COMMUNITY DEVELOPMENT KM CARE & SHARE CHARITY FUND C/O HOME FEDERAL BANK 502 MANTORVILLE AVENUE SOUTH KASSON MN 55944 411808587 501(C)(3) 10000 0 HEALTH AND HUMAN SERVICES LEGAL ASSISTANCE OF OLMSTED COUNTY 1700 N BROADWAY SUITE 124 ROCHESTER MN 55906 410992471 501(C)(3) 26705 0 HEALTH AND HUMAN SERVICES MAKE-A-WISH MINNESOTA 1919 UNIVERSITY AVENUE E SUITE 415 SAINT PAUL MN 55104 411422893 501(C)(3) 25600 0 YOUTH & FAMILIES MAYO CLINIC DEPARTMENT OF DEVELOPMENT 200 1ST STREET SW ROCHESTER MN 55902 416011702 501(C)(3) 25200 0 HEALTH AND HUMAN SERVICES MAYO FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 410944601 501(C)(3) 77293 0 HEALTH AND HUMAN SERVICES MIDWEST MELANOMA PARTNERSHIP 200 FIRST ST SW GUGGENHEIM 4-01 ROCHESTER MN 55905 465604422 501(C)(3) 5860 0 HEALTH AND HUMAN SERVICES MINNESOTA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH ATTN OC MINISTRIES 122 WEST FRANKLIN AVE SUITE 400 MINNEAPOLIS MN 55404 410952757 501(C)(3) 125000 0 HOUSING MINNESOTA PUBLIC RADIO KLING PUBLIC MEDIA CENTER 480 CEDAR STREET SAINT PAUL MN 55101 410953924 501(C)(3) 9654 0 EDUCATION MINNESOTA TRUCKING ASSOCIATION FOUNDATION 6160 SUMMIT DRIVE N SUITE 330 BROOKLYN CENTER MN 55430 842847691 501(C)(3) 40000 0 EDUCATION MISSOURI WESTERN STATE UNIVERSITY FOUNDATION 4525 DAWNS DRIVE SPRATT HALL 111 SAINT JOSEPH MO 64507 431234200 501(C)(3) 12000 0 EDUCATION MN ADULT & TEEN CHALLENGE 740 EAST 24TH STREET MINNEAPOLIS MN 55404 411517351 501(C)(3) 5300 0 HEALTH AND HUMAN SERVICES NAMI SOUTHEAST MINNESOTA 2746 SUPERIOR DR NW SUITE 110 ROCHESTER MN 55901 363504277 501(C)(3) 15732 0 HEALTH AND HUMAN SERVICES NEW LIFE FAMILY SERVICES ADMINISTRATIVE OFFICE 1515 EAST 66TH STREET MINNEAPOLIS MN 55423 510153937 501(C)(3) 54000 0 YOUTH & FAMILIES OLMSTED MEDICAL CENTER 210 9TH STREET SE ROCHESTER MN 559046425 410855367 501(C)(3) 32016 0 HEALTH AND HUMAN SERVICES OWATONNA PUBLIC SCHOOLS 515 W BRIDGE STREET OWATONNA MN 55060 521612613 GOVERNMENT 10000 0 EDUCATION PARALYZED VETERANS OF AMERICA 801 18TH ST NW WASHINGTON DC 20006 131946868 501(C)(3) 26600 0 HEALTH AND HUMAN SERVICES PAX CHRISTI CATHOLIC CHURCH 4135 18TH AVENUE NW ROCHESTER MN 55901 411532400 501(C)(3) 7000 0 RELIGIOUS PHOENIX CHRISTIAN ASSEMBLY 2030 NORTH 36TH STREET PHOENIX AZ 85008 860264849 501(C)(3) 27200 0 RELIGIOUS PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET SAINT PAUL MN 55114 410948382 501(C)(3) 29200 0 HEALTH AND HUMAN SERVICES POSSABILITIES OF SOUTHERN MINNESOTA 1808 3RD AVENUE SE ROCHESTER MN 559047948 410853397 501(C)(3) 9900 0 DISABILITY SERVICES PROJECT GET OUTDOORS INC PO BOX 244 WABASHA MN 55981 261837441 501(C)(3) 10000 0 YOUTH & FAMILIES ROCHESTER CATHOLIC SCHOOLS 2800 19TH STREET NW ROCHESTER MN 55901 410740119 501(C)(3) 44764 0 EDUCATION ROCHESTER COMMUNITY AND TECHNICAL COLLEGE FOUNDATION 851 30TH AVENUE SE ROCHESTER MN 55904 411535213 501(C)(3) 18670 0 EDUCATION ROCHESTER MUSIC GUILD PO BOX 5802 ROCHESTER MN 55903 510158995 501(C)(3) 17000 0 ARTS ROCHESTER POLICE DEPARTMENT 101 4TH STREET SE ROCHESTER MN 55904 416005494 GOVERNMENT 6000 0 COMMUNITY DEVELOPMENT ROCHESTER PUBLIC LIBRARY FOUNDATION 101 SECOND STREET SE ROCHESTER MN 55904 411859534 501(C)(3) 10358 0 EDUCATION ROCHESTER PUBLIC SCHOOL FOUNDATION 201 8TH STREET NW ROCHESTER MN 559016820 411628288 GOVERNMENT 5680 0 EDUCATION ROCHESTER SYMPHONY ORCHESTRA & CHORALE 1530 GREENVIEW DR SW SUITE 120 ROCHESTER MN 55902 411764434 501(C)(3) 7058 0 ARTS RONALD MCDONALD HOUSE - ROCHESTER 850 2ND STREET SW ROCHESTER MN 55902 411344744 501(C)(3) 24745 0 HEALTH AND HUMAN SERVICES ROTARY CLUB OF ROCHESTER FOUNDATION PO BOX 7566 ROCHESTER MN 55903 411628263 501(C)(3) 6440 0 COMMUNITY DEVELOPMENT RTAAF 1130 1/2 7TH ST NW SUITE 208 ROCHESTER MN 55901 562328202 501(C)(3) 5400 0 HEALTH AND HUMAN SERVICES SALT & LIGHT PARTNERS 4240 18TH AVE NW ROCHESTER MN 559010461 861882824 501(C)(3) 9000 0 HEALTH AND HUMAN SERVICES SALVATION ARMY - ROCHESTER 20 1ST AVE NE ROCHESTER MN 559063706 410698597 501(C)(3) 53303 0 HEALTH AND HUMAN SERVICES SEASONS HOSPICE 1696 GREENVIEW DRIVE SW ROCHESTER MN 55902 411812914 501(C)(3) 17700 0 HEALTH AND HUMAN SERVICES SHEPARD OF THE LAKE LUTHERAN CHURCH PO BOX 1199 PRIOR LAKE MN 55372 410918594 501(C)(3) 7500 0 RELIGIOUS SISTERS OF ST FRANCIS - ROCHESTER MN ASSISI HEIGHTS 1001 14TH ST NW SUITE 100 ROCHESTER MN 55901 410695522 501(C)(3) 5400 0 RELIGIOUS SOCIETY OF ST VINCENT DE PAUL - PAX CHRISTI 4135 18TH AVENUE NW ROCHESTER MN 55901 611643882 501(C)(3) 14348 0 RELIGIOUS SOLDIER'S FIELD VETERANS MEMORIAL 1743 WEST CENTER ST ROCHESTER MN 55902 411848911 501(C)(3) 13000 0 COMMUNITY DEVELOPMENT SOUTH DAKOTA CONFERENCE OF THE UNITED CHURCH OF CHRIST 300 S MINNESOTA AVE SOUTH FALLS SD 57104 460226068 501(C)(3) 50000 0 RELIGIOUS ST AMBROSE UNIVERSITY 518 W LOCUST STREET DAVENPORT IA 52803 420703280 501(C)(3) 16148 0 EDUCATION ST EDWARD CATHOLIC CHURCH MAIN OFFICE 405 4TH STREET NW AUSTIN MN 55912 410845737 501(C)(3) 32000 0 RELIGIOUS STEWARTVILLE AREA HISTORY CENTER 305 MAIN STREET NORTH STEWARTVILLE MN 55976 411763176 501(C)(3) 25070 0 EDUCATION ST FRANCIS OF ASSISI CATHOLIC CHURCH 1114 THIRD STREET SE ROCHESTER MN 55906 410694749 501(C)(3) 11050 0 RELIGIOUS ST JOHN'S UNIVERSITY PO BOX 2000 2850 ABBEY PLAZA COLLEGEVILLE MN 56321 453656162 501(C)(3) 20500 0 EDUCATION ST LUKE'S EPISCOPAL CHURCH 1884 22ND STREET NW ROCHESTER MN 55901 410876187 501(C)(3) 12730 0 RELIGIOUS ST MARY'S ON THE LAKE CATHOLIC CHURCH 419 WEST LYON AVENUE LAKE CITY MN 55041 410695529 501(C)(3) 8000 0 RELIGIOUS SYNERGY AND LEADERSHIP EXCHANGE 2075 LOOKOUT DRIVE MANKATO MN 56003 411700710 501(C)(3) 8080 0 EDUCATION TABITHA'S HEART PO BOX 382 HUTCHINSON MN 55350 651308656 501(C)(3) 7200 0 HEALTH AND HUMAN SERVICES THE LANDING MN 426 3RD AVE SE ROCHESTER MN 55904 832953783 501(C)(3) 11300 0 HEALTH AND HUMAN SERVICES THE READING CENTER 2010 SCOTT ROAD NW ROCHESTER MN 55901 411633734 501(C)(3) 12140 0 EDUCATION TRI COUNTY PHEASANTS FOREVER - CHAPTER 4 PO BOX 6225 ROCHESTER MN 55903 411429149 501(C)(3) 6000 0 RECREATION TRITON FOUNDATION C/O TRITON MIDDLE SCHOOL ATTN TRICIA JOHNSON 813 WEST HWY STREET DODGE CENTER MN 55927 680541078 501(C)(3) 6000 0 EDUCATION TWO RIVERS HABITAT FOR HUMANITY 1530 GREENVIEW DR SW SUITE 107 ROCHESTER MN 55902 411664586 501(C)(3) 5340 0 HOUSING UNITED WAY OF DODGE COUNTY PO BOX 718 DODGE CENTER MN 55927 411657224 501(C)(3) 20000 0 COMMUNITY DEVELOPMENT UNITED WAY OF OLMSTED COUNTY 903 WEST CENTER ST STE 100 ROCHESTER MN 55902 410695594 501(C)(3) 68380 0 COMMUNITY DEVELOPMENT UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE SUITE 500 MINNEAPOLIS MN 554552010 416042488 501(C)(3) 96500 0 EDUCATION WOMEN'S SHELTER & SUPPORT CENTER PO BOX 457 ROCHESTER MN 55903 411316614 501(C)(3) 41870 0 HEALTH AND HUMAN SERVICES ZUMBRO LUTHERAN CHURCH 624 3RD AVE SW ROCHESTER MN 55902 410718374 501(C)(3) 18000 0 RELIGIOUS ZUMBRO RIDGE ESTATES 739 55TH ST NE 4 ROCHESTER MN 55906 821446789 501(C)(3) 8000 0 HEALTH AND HUMAN SERVICES ZUMBRO VALLEY HEALTH CENTER 343 WOODLAKE DRIVE SE ROCHESTER MN 55904 416052022 501(C)(3) 10300 0 HEALTH AND HUMAN SERVICES DAV OF MINNESOTA FOUNDATION STATE VETERANS SERVICE - BUILDING FLOOR 3 20 WEST 12 STREET ST PAUL MN 55155 411721688 501(C)(3) 6760 0 HEALTH AND HUMAN SERVICES SOCIETY OF ST VINCENT DE PAUL - ROCHESTER COUNCIL 1600 11TH AVE SE ROCHESTER MN 55904 465044559 501(C)(3) 5248 0 HEALTH AND HUMAN SERVICES 115 0 SCHOLARSHIPS 54 71100 PART I, LINE 2: ROCHESTER AREA FOUNDATION (RAF) IS A COMMUNITY-BASED ECLECTIC GRANTMAKER. EACH APPLICATION IS CONSIDERED ON ITS OWN MERITS AND THE DECISION TO AWARD A REQUEST IS MADE ON A CASE BY CASE BASIS. GRANTS ARE NOT AWARDED TO INDIVIDUALS, PRIVATE FOUNDATIONS, OR POLITICAL ORGANIZATIONS. GRANTS ARE MADE TO RELIGIOUS ORGANIZATIONS ONLY FOR PURPOSES OF DIRECT COMMUNITY SERVICE PROJECTS. GRANTS ARE LIMITED TO NONPROFIT ORGANIZATIONS WHICH HAVE A 501(C)(3) DESIGNATION, ARE GOVERNMENT AGENCIES, OR ARE UNDER THE FISCAL AGENCY UMBRELLA OF A 501(C)(3) DESIGNATED ORGANIZATION. IN GENERAL, RAF DOES NOT SUPPORT GENERAL CAPITAL CAMPAIGNS, PROVIDE SUPPORT FUNDING FOR ORGANIZATIONAL DEFICITS, OR TO REPLACE GOVERNMENT FUNDING. FUND DRIVES OR REQUESTS FOR EVENT SPONSORSHIPS SHOULD BE DIRECTED TO RAF'S PRESIDENT FOR SPONSORSHIP CONSIDERATION. TYPICALLY, GRANTS WILL NOT BE AWARDED FOR ENDOWMENTS, ANNUAL CAMPAIGNS, PROPOSALS THAT DUPLICATE EXISTING SERVICES, POLITICAL ACTIVITIES, OR RELIGIOUS ACTIVITIES. RAF DOES NOT MAKE MULTI-YEAR GRANTS OR MORE THAN ONE GRANT TO AN ORGANIZATION WITHIN 12 MONTHS OF AN AWARD. AN ORGANIZATION MAY APPLY FOR A GRANT ONCE DURING EACH CALENDAR. TO BE CONSIDERED, THE ORGANIZATION MUST HAVE COMPLETED ALL PRIOR PROJECTS AND FILED A FINAL REPORT TO CLOSE OUT AWARDED FUNDS. RAF AWARDS GRANTS TO BENEFIT COMMUNITIES IN THE CATCHMENT AREA PROSCRIBED BY THE RAF BOARD OF TRUSTEES, CURRENTLY WITHIN A 40 MILE RADIUS OF ROCHESTER. AGENCIES OUTSIDE OF THE TRADITIONAL CATCHMENT AREA ARE ELIGIBLE FOR GRANTS PROVIDED THE IMPACT FOR PROJECT WILL FALL PRIMARILY WITHIN THE RAF CATCHMENT AREA BUT THE GRANT DISTRIBUTION COMMITTEE MAY REQUIRE INPUT THROUGH A LOCAL ADVISORY GROUP OR BOARD IF A LOCAL OFFICE IS NOT PRESENT. X X X X 0 0 0 0 0 0 0 0 0 JENNIFER WOODFORD PRESIDENT 115350 38450 0 0 0 0 5813 1938 448 149 121611 40537 0 0 X 33 1361075 FMV 0 0 1 1 PART I, COLUMN (B): THE NUMBER IN PART I, COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS. PART I, LINE 32B: GIFTS OF STOCK, SECURITIES, AND OTHER INVESTMENT FUNDS ARE RECEIVED BY A THIRD PARTY WITH WHOM ROCHESTER AREA FOUNDATION HAS AN ACCOUNT. THE SECURITIES ARE THEN SOLD BY THAT THIRD PARTY AND PROCEEDS ARE TRANSFERRED TO A SAVINGS ACCOUNT. FORM 990, PART III, LINE 3 IN MARCH 2023 WE ADDED 10 NEW FISCALLY SPONSORED PROJECTS, DUE TO THE DISSOLUTION OF ANOTHER COMMUNITY ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE OFFICERS OF THE BOARD OF DIRECTORS. THE PRESIDENT OF THE ROCHESTER AREA FOUNDATION SERVES AS AN EX-OFFICIO MEMBER. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND DIRECTION OF THE BUSINESS AND CONDUCT THE AFFAIRS OF THE FOUNDATION. NO POLICY OR ACTION ADOPTED OR TAKEN BY THE EXECUTIVE COMMITTEE SHALL CONTINUE EFFECTIVE UNLESS APPROVED AT THE NEXT MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B RSM PROVIDES A DRAFT OF THE FORM 990 TO THE FINANCE OFFICER. THE FINANCE OFFICER, PRESIDENT AND TREASURER REVIEW THE DRAFTS AND MAKE ANY NECESSARY CHANGES. REVISED COPIES ARE THEN PRESENTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW, AND A VOTE TO APPROVE IS TAKEN AFTER THE TRUSTEES HAVE REVIEWED THE RETURNS. THE REVIEW AND APPROVAL TAKE PLACE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ROCHESTER AREA FOUNDATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL PERSONS HOLDING POSITIONS OF RESPONSIBILITY AND TRUST ON BEHALF OF THE FOUNDATION, INCLUDING BUT NOT LIMITED TO MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF BOARD COMMITTEES WHO ARE NOT MEMBERS OF THE BOARD, VOLUNTEER COMMITTEE MEMBERS, MEMBERS OF THE BOARDS OF SUPPORTING ORGANIZATIONS TO THE FOUNDATION, REPRESENTATIVES OF FISCALLY SPONSORED PROJECTS, AND MEMBERS OF THE FOUNDATION STAFF (HEREINAFTER "MEMBERS"). THIS POLICY SHALL BE PROVIDED TO EACH MEMBER AT THE TIME THAT HE OR SHE IS ASKED TO SERVE THE FOUNDATION. IN CONDUCTING THE AFFAIRS OF THE FOUNDATION, DUALITY OR CONFLICT OF INTEREST SHALL BE PRESUMED WHEN A PERSON TO WHOM THIS POLICY APPLIES OR A MEMBER OF HIS/HER IMMEDIATE FAMILY SERVES AS A TRUSTEE, OFFICER, STAFF MEMBER OR HOLDER OF MORE THAN 10% OF CORPORATE STOCK OF AN AFFECTED ORGANIZATION OR FIRM; HAS A FORMAL AFFILIATION OR INTEREST IN AN AFFECTED ORGANIZATION OR FIRM; OR COULD EXPECT FINANCIAL GAIN OR LOSS FROM A PARTICULAR DECISION. BEFORE A STAFF, BOARD OR VOLUNTEER COMMITTEE MEMBER BEGINS HIS OR HER SERVICE WITH THE FOUNDATION, HE OR SHE SHALL FILE WITH THE PRESIDENT OF THE FOUNDATION A LIST OF HIS OR HER PRINCIPAL BUSINESS ACTIVITIES, AS WELL AS INVOLVEMENT WITH OTHER CHARITABLE AND BUSINESS ORGANIZATIONS, VENDORS OR BUSINESS INTERESTS, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT OF INTEREST. ALL MEMBERS WILL BE REQUIRED TO SUBMIT THE DISCLOSURE STATEMENT ON AN ANNUAL BASIS. IN ADDITION TO THE DISCLOSURE REQUIRED BY THE PREVIOUS PARAGRAPH, EACH MEMBER IS UNDER AN OBLIGATION TO THE FOUNDATION, TO HIS OR HER FELLOW STAFF OR VOLUNTEERS, AND TO THE COMMUNITY SERVED BY THE FOUNDATION TO INFORM THE FOUNDATION OF ANY POSITION HE OR SHE HOLDS OR OF ANY BUSINESS OR VOCATIONAL ACTIVITY THAT MAY RESULT IN A POSSIBLE CONFLICT OF INTEREST OR BIAS FOR OR AGAINST A PARTICULAR GRANTEE, ACTION, OR POLICY, AT THE TIME SUCH GRANT, ACTION, OR POLICY IS UNDER CONSIDERATION BY THE BOARD OR ANY VOLUNTEER COMMITTEE OF THE FOUNDATION. ANY DUALITY OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER SHALL BE DISCLOSED TO THE CHAIR OF THE BOARD (IN THE CASE OF VOLUNTEERS) OR THE PRESIDENT (IN THE CASE OF STAFF MEMBERS) AND MADE A MATTER OF RECORD AS SOON AS THE ISSUE IN QUESTION IS RAISED AND A POSSIBLE CONFLICT IS KNOWN. WHEN THE BOARD, COMMITTEE, OR STAFF IS TO DECIDE UPON AN ISSUE ABOUT WHICH A MEMBER HAS AN UNAVOIDABLE CONFLICT OF INTEREST, THAT MEMBER SHALL PHYSICALLY ABSENT HERSELF OR HIMSELF WITHOUT COMMENT FROM NOT ONLY THE VOTE, BUT ALSO FROM THE DELIBERATION, UNLESS DIRECTLY REQUESTED BY THE CHAIR OF THE BOARD OR RELEVANT COMMITTEE TO PROVIDE FACTUAL INFORMATION OR ANSWER FACTUAL QUESTIONS THAT MAY ASSIST THE BOARD OR COMMITTEE IN MAKING A WISE DECISION. IN NO CASE SHALL THAT MEMBER VOTE ON SUCH MATTER OR ATTEMPT TO EXERT PERSONAL INFLUENCE IN CONNECTION THEREWITH. DISCLOSURE AND ABSTENTION SHALL BE RECORDED IN THE MINUTES OF THE MEETING(S) AT WHICH THE ISSUE IS DISCUSSED AND DECIDED. IN ANY SITUATION NOT SPECIFICALLY COVERED BY THE PREVIOUS SECTIONS OF THIS POLICY, MEMBERS SHALL CONSIDER CAREFULLY ANY POTENTIAL CONFLICT OF THEIR PERSONAL INTERESTS WITH THE INTERESTS OF THE FOUNDATION AND REFRAIN FROM ANY ACTION THAT MIGHT BE PERCEIVED AS AN ACTUAL OR APPARENT CONFLICT OF INTEREST. THE CHAIR OF THE BOARD SHALL BE RESPONSIBLE FOR THE APPLICATION AND INTERPRETATION OF THESE POLICIES AS THEY RELATE TO BOARD MEMBERS, VOLUNTEER COMMITTEE MEMBERS, OR THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS. THE EXECUTIVE COMMITTEE SURVEYS TRUSTEES AND STAFF EACH YEAR AND COMBINES THAT WITH ORGANIZATIONAL PERFORMANCE TO COMPLETE A PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR. THE RESULTS OF THE PERFORMANCE EVALUATION ARE USED TO DETERMINE ANY COMPENSATION ADJUSTMENT THAT IS RECOMMENDED BY THE EXECUTIVE COMMITTEE AND REVIEWED AND APPROVED BY THE FULL BOARD OF TRUSTEES. THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS AND INCREASES ARE BASED ON MERIT. THE MOST RECENT PERFORMANCE EVALUATIONS WERE COMPLETED NOVEMBER/DECEMBER 2023, AND COMPENSATION ADJUSTMENT MEMOS WERE GIVEN TO STAFF AT THE END OF 2023. COMPENSATION ADJUSTMENTS WERE EFFECTIVE AT THE BEGINNING OF 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS MAY BE OBTAINED BY THE PUBLIC ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VII: ALL PAYROLL IS PROCESSED, AND EMPLOYMENT TAXES ARE REPORTED BY ROCHESTER AREA FOUNDATION. A PORTION OF COMPENSATION IS CHARGED TO FIRST HOMES PROPERTIES, A RELATED ORGANIZATION, AND IS REPORTED AS PAID BY A RELATED ORGANIZATION, ON FORM 990, PART VII. FORM 990, PART IX, LINE 11G PROCESSING FEES: PROGRAM SERVICE EXPENSES 29,889. MANAGEMENT AND GENERAL EXPENSES 22,258. FUNDRAISING EXPENSES 11,447. TOTAL EXPENSES 63,594. ADMINISTRATIVE FEE: PROGRAM SERVICE EXPENSES 184,246. MANAGEMENT AND GENERAL EXPENSES 137,204. FUNDRAISING EXPENSES 70,562. TOTAL EXPENSES 392,012. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 215,268. MANAGEMENT AND GENERAL EXPENSES 160,306. FUNDRAISING EXPENSES 82,442. TOTAL EXPENSES 458,016. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST 67,002. FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FIRST HOMES PROPERTIES 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 412004557 TO PROVIDE OPPORTUNITIES FOR LOW AND MODERATE INCOME HOUSEHOLDS IN SE MN MN 501(C)(3) LINE 12A, I ROCHESTER AREA FOUNDATION 1 RAF PROPERTIES 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 411891463 TO RECEIVE, HOLD & DISBURSE ANY REAL PROPERTY FOR ROCHESTER AREA FDN. MN 501(C)(3) LINE 12A, I ROCHESTER AREA FOUNDATION 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 FIRST HOMES PROPERTIES D 2509607 FAIR MARKET VALUE FIRST HOMES PROPERTIES B 1121522 FAIR MARKET VALUE