2025-02-06T10:27:42-06:00 2024-06-30 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 140 OAKDALE MN 55128 990 2023-07-01 411817315 ST CROIX VALLEY FOUNDATION STCR 7153869490 1830 HANLEY RD STE 200 HUDSON WI 54016 HEATHER LOGELIN PRESIDENT 7153869490 2025-01-15 1 1 GEORGIA M AKINS P00950359 6516363806 2025-01-15 2023 2025-03-06 01:10:19Z X HEATHER LOGELIN 1830 HANLEY RD STE 200 HUDSON WI 54016 18165631 0 X WWW.SCVFOUNDATION.ORG X 1995 MN THE MISSION OF THE ST. CROIX VALLEY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY. 17 17 11 180 12414 1118 6428159 5962588 279561 311714 662080 1057952 -7065 8048 7362735 7340302 3540587 4232786 0 0 746813 796163 0 0 132536 461073 451417 4748473 5480366 2614262 1859936 87460404 99265159 30490101 33830855 56970303 65434304 X THE MISSION OF THE ST. CROIX VALLEY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY. 0 0 4715126 4232786 299300 THE ST. CROIX VALLEY FOUNDATION (SCVF) SERVES A SIX-COUNTY REGION ACROSS MINNESOTA AND WISCONSIN, STEWARDING NEARLY $100 MILLION IN PHILANTHROPIC ASSETS TO ADDRESS CURRENT NEEDS AND EMERGING CHALLENGES. THE SCVF MANAGES OVER 500 FUNDS AND FACILITATES MILLIONS IN ANNUAL GRANTS, INCLUDING NEARLY $4.2 MILLION IN THE FISCAL YEAR ENDING JUNE 30, 2024. THE SCVF SUPPORTS DONORS IN MAKING TAX-SMART, IMPACTFUL GIFTS THAT BENEFIT THE REGION FOR GENERATIONS, WHILE ALSO PROVIDING PROFESSIONAL ADVISORS WITH RESOURCES TO ENHANCE THEIR CLIENTS' PHILANTHROPIC PLANS. SCVF PARTNERS WITH NONPROFITS TO ESTABLISH AND GROW ENDOWED FUNDS, CREATING SUSTAINABLE FUNDING SOURCES FOR VITAL COMMUNITY WORK. GUIDED BY A FIVE-YEAR STRATEGIC PLAN, SCVF IS COMMITTED TO GROWING LONG-TERM ASSETS, EXPANDING GRANTMAKING, AND FOSTERING COLLABORATIONS TO MAXIMIZE REGIONAL IMPACT. WITH A FOCUS ON FLEXIBLE LEGACY GIVING, SCVF ENSURES ENDURING SUPPORT FOR THE REGION'S CHANGING NEEDS AND OPPORTUNITIES. LEARN MORE AT WWW.SCVFOUNDATION.ORG. 4715126 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 12 0 1 11 1 1 1 0 0 0 0 1 1 1 3 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI MN X X EMILY LOWNSBURY 7153869490 1830 HANLEY RD STE 200 HUDSON WI 54016 JIM ELLIS CHAIR 10.00 X X 0 0 0 ANN HERZOG DREWISKE VICE CHAIR/SECRETARY 10.00 X X 0 0 0 DENNIS DUERST TREASURER 2.00 X X 0 0 0 RICK BONLENDER BOARD MEMBER 2.00 X 0 0 0 MICHELLE BREDAHL BOARD MEMBER 2.00 X 0 0 0 DAVE DZIUK BOARD MEMBER 2.00 X 0 0 0 JESSICA EHRLICHMANN BOARD MEMBER 2.00 X 0 0 0 JUDY FREUND BOARD MEMBER 2.00 X 0 0 0 DAN HOOLIHAN BOARD MEMBER 2.00 X 0 0 0 GARY KELSEY BOARD MEMBER 2.00 X 0 0 0 MELANIE KLEISS BOARD MEMBER 2.00 X 0 0 0 CLARENCE MALICK BOARD MEMBER 2.00 X 0 0 0 MARSHA SHOTLEY BOARD MEMBER 2.00 X 0 0 0 KATRINA LARSEN BOARD MEMBER 2.00 X 0 0 0 LINDA MADSEN BOARD MEMBER 2.00 X 0 0 0 GREG BERNARD BOARD MEMBER 2.00 X 0 0 0 MICHEL TIGAN BOARD MEMBER 2.00 X 0 0 0 SCOTT SODERBERG - BOARD MEMBER (UNTIL 7/23) 2.00 X 0 0 0 MATTHEW THUESON - BOARD MEMBER (UNTIL 7/23) 2.00 X 0 0 0 MARY ELLEN VIETOR - BOARD MEMBER (UNTIL 7/23) 2.00 X 0 0 0 CHARLES WIKELIUS - BOARD MEMBER (UNTIL 7/23) 2.00 X 0 0 0 HEATHER LOGELIN EXECUTIVE DIRECTOR 40.00 X 140099 0 19477 EMILY LOWNSBURY VP OF FINANCE & OPERATIONS 40.00 X 91033 0 5041 231132 0 24518 1 0 1 0 0 16752 5945836 949654 5962588 ADMINISTRATIVE CHARGES 525990 311714 299300 12414 311714 1570819 1570819 10298775 10811642 -512867 -512867 -512867 21735 16752 13687 8048 8048 7340302 299300 12414 1066000 3786243 3786243 446543 446543 285106 102369 151068 31669 399939 178485 187477 33977 20443 8811 9560 2072 37038 14604 21953 481 53637 21985 26607 5045 2903 2903 14520 14520 118576 118576 8980 8850 130 28835 15915 1975 10945 31084 23380 6651 1053 81590 31718 43278 6594 56196 21846 29808 4542 7776 6987 251 538 21404 12948 2098 6358 7656 2977 4060 619 11754 4997 5864 893 UNRELATED BUSINESS INCO 217 217 BAD DEBT 25250 25250 FUND PROJECT EXPENSES 10457 8383 2074 DUES AND SUBSCRIPTIONS 8672 5452 2794 426 15547 12633 2914 5480366 4715126 632704 132536 33176 19865 566950 216600 10096 12231 24779 23214 66994 66678 6163 316 86277591 98372598 541649 620335 87460404 99265159 136842 139971 30343944 33683288 9315 7596 30490101 33830855 X 964693 1067893 56005610 64366411 56970303 65434304 87460404 99265159 X 1859936 6392209 211856 X 0 1 X 1 0 X 5583427 5995330 7163246 6428159 5962588 31132750 5583427 5995330 7163246 6428159 5962588 31132750 3142618 27990132 925170 923613 2018403 1371607 1570819 6809612 753 1118 1871 37944233 1273810 0.73770 0.70080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 169 101 2592685 2367430 1853071 1023570 18559115 24315140 1 1 0 1 X 47933375 3350146 6598790 1466696 687728 55727887 41064410 4224507 4853657 1710289 498910 47933375 49522613 2059274 -8480455 1493448 543574 41064410 36674453 2781941 11934428 1396551 471658 49522613 35772179 2178967 214114 1072629 418178 36674453 0.00750 0.80190 0.19060 1 0 66994 66678 316 316 FINANCE LEASE LIABILITY 7596 7596 X 13673802 6392209 59867 6452076 7221726 118576 118576 7340302 5361790 0 5361790 118576 118576 5480366 PART IV, LINE 2B: THE FOUNDATION HAS ESTABLISHED A LIABILITY FOR FUNDS FROM DONORS WHICH THE FOUNDATION IS AN AGENT. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS IN WHICH IT IS ACTING AS AN AGENT. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO PROVIDE PROGRAM SUPPORT SUCH AS ARTS, MUSIC, AND SCIENCE AS WELL AS GENERAL OPERATIONS. 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 TO 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 JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFITICAL INTEREST IN TRUST AND GIFT ANNUITIES 59,867. ART DASH 21118 4542 16576 1360 5196 454 GOLF TOURNAMENT 17369 12210 5159 590 3587 2500 38487 16752 21735 590 4947 7696 454 13687 8048 1 SOLID GROUND 3521 CENTURY AVE N WHITE BEAR LAKE MN 551105689 363578158 501(C)(3) 250000 0 MATCHING POOL FOR INDIVIDUAL DONATIONS ALLINA HEALTH FOUNDATION 2925 CHICAGO AVENUE MINNEAPOLIS MN 55407 274116873 501(C)(3) 165063 0 POOL, GENERAL OPERATING LAKEVIEW MEMORIAL HOSPICE PROGRAM C/O LAKEVIEW HEALTH FOUNDATION STILLWATER MN 55082 411386635 501(C)(3) 157063 0 GENERAL OPERATING LAKE WAPOGASSET LUTHERAN BIBLE CAMP INC 738 HICKORY POINT LANE AMERY WI 54001 390973783 501(C)(3) 100000 0 FAITHFUL CAMP WAPO PROJECT LUTHERAN SOCIAL SERVICE OF MINNESOTA 2485 COMO AVE ST PAUL MN 55108 410872993 501(C)(3) 100000 0 LSS CENTER FOR CHANGING LIVES ST CROIX COUNTY SHERIFF'S OFFICE 1101 CARMICHAEL RD HUDSON WI 54016 396005739 501(C)(3) 96109 0 K9 TRAINING, SEMINARS, SADDLE PADS WILD RIVERS CONSERVANCY OF THE ST CROIX AND NAMEKAGON 1015 N CASCADE ST OSCEOLA WI 54020 263025933 501(C)(3) 89447 0 GENERAL OPERATING, EDUCATIONAL PROGRAMMING YMCA HUDSON 2211 VINE ST HUDSON WI 54016 452563299 501(C)(3) 64165 0 SKATE PARK REPAIRS, GENERAL OPERATING THE PARTNERSHIP PLAN FOR STILLWATER AREA SCHOOLS 1875 SOUTH GREELEY ST STILLWATER MN 55082 203012418 501(C)(3) 63405 0 GENERAL OPERATING, MENTAL HEALTH, STEM PROJECTS FAMILY RESOURCE CENTER ST CROIX VALLEY 857 MAIN ST BALDWIN WI 54002 391943404 501(C)(3) 51800 0 GENERAL OPERATING, STRONG FAMILIES PLANNED PARENTHOOD OF NORTH CENTRAL STATES 671 VANDALIA ST SAINT PAUL MN 551141312 131644147 501(C)(3) 51000 0 GENERAL OPERATING, EDUCATION COR RETREAT INC PO BOX 1000 HUDSON WI 54016 453977601 501(C)(3) 50000 0 FOOD/SUGAR ADDICTION PROGRAM, GENERAL OPERATING TRANSGENDER LAW CENTER PO BOX 741803 LOS ANGELES CA 900741803 050544006 501(C)(3) 50000 0 GENERAL OPERATING UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE MINNEAPOLIS MN 554552010 416042488 501(C)(3) 45950 0 STUDENT AID, RAPTOR CENTER, CANCER CENTER LAKEVIEW HOSPITAL 927 WEST CHURCHILL STREET STILLWATER MN 55082 410811697 501(C)(3) 45000 0 MAKING LITTLE MOMENTS COUNT WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 273521132 501(C)(3) 38250 0 GENERAL OPERATING FAMILYMEANS 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 416045574 501(C)(3) 34293 0 GENERAL OPERATING, COUNSELING & THERAPY TURNINGPOINT FOR VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE PO BOX 304 RIVER FALLS WI 54022 391322995 501(C)(3) 28500 0 MENTAL HEALTH & WELLNESS, FAMILY NEEDS RIVER FALLS SCHOOL DISTRICT 852 EAST DIVISION STREET RIVER FALLS WI 54022 396004207 501(C)(3) 25722 0 TEEN MENTAL HEALTH FIRST AID INSTRUCTORS PARK NICOLLET FOUNDATION 6500 EXCELSIOR BLVD ST LOUIS PARK MN 55426 237346465 501(C)(3) 25680 0 STRUTHERS PARKINSON'S CENTER STILLWATER AREA PUBLIC SCHOOLS - ISD #834 1875 S GREELEY ST STILLWATER MN 55082 416008519 501(C)(3) 24051 0 CHOIR, SCHOLARSHIPS, MUSIC LUTHER MEMORIAL CHURCH 420 S 4TH ST RIVER FALLS WI 54022 391091785 501(C)(3) 24000 0 BIBLICA UNCION Y FUEGO SIQUIRRES, COSTA RICA UNITED WAY OF WASHINGTON COUNTY EAST 1825 CURVE CREST BLVD STILLWATER MN 55082 410855267 501(C)(3) 22000 0 GENERAL OPERATING, MENTAL HEALTH, IT CARPENTER ST CROIX VALLEY NATURE CENTER 12805 ST CROIX TRL S HASTINGS MN 55033 237275337 501(C)(3) 21470 0 GENERAL OPERATING, SCHOLARSHIPS AMHERST H WILDER FOUNDATION 451 LEXINGTON PARKWAY NORTH ST PAUL MN 55104 410693889 501(C)(3) 20700 0 STAFF TRAINING AND SERVICES YMCA OF THE NORTH NW 5901 MINNEAPOLIS MN 554855901 452563299 501(C)(3) 20350 0 BACKPACK PROGRAM, GENERAL OPERATING OPEN DOOR FOUNDATION INC 2 CHURCH ST SUITE 101 OSSINING NY 10562 133598184 501(C)(3) 20000 0 GENERAL OPERATING MT ZION LUTHERAN CHURCH 505 13TH ST HUDSON WI 54016 391457890 501(C)(3) 19000 0 GENERAL OPERATING, CAPITAL CAMPAIGN, REMODEL VALLEY OUTREACH 1911 CURVE CREST BLVD W STILLWATER MN 55082 411452973 501(C)(3) 17100 0 GENERAL OPERATING GRACE EPISCOPAL CHURCH 4557 COLFAX AVE S MINNEAPOLIS MN 554194736 410724047 501(C)(3) 16500 0 GENERAL OPERATING, HAITI BIRCH GROVE COMMUNITY SCHOOL PO BOX 2383 TOFTE MN 55615 201816956 501(C)(3) 16000 0 GENERAL OPERATING, GALA CROSIERS FATHERS OF ONAMIA PO BOX 500 ONAMIA MN 56359 410705826 501(C)(3) 16000 0 SCHOLARSHIPS UNITED WAY ST CROIX AND RED CEDAR VALLEYS 201 2ND ST S STE 300 HUDSON WI 54016 391372545 501(C)(3) 15900 0 GENERAL OPERATING ORDWAY CENTER FOR THE PERFORMING ARTS 345 WASHINGTON ST ST PAUL MN 55102 411428998 501(C)(3) 15700 0 GENERAL OPERATING BLUES ON THE CHIPPEWA INC PO BOX 125 DURAND WI 54736 262517984 501(C)(3) 15000 0 GENERAL OPERATING FAMILY SERVICES OF WESTCHESTER INC 2975 WESTCHESTER AVENUE SUITE 401 PURCHASE NY 10577 131773419 501(C)(3) 15000 0 GENERAL OPERATING HAMMOND COMMUNITY LIBRARY 850 DAVIS STREET HAMMOND WI 54015 396007783 501(C)(3) 15000 0 FIRST THOUSAND DAYS CHRIST LUTHERAN CHURCH - MARINE 150 5TH STREET MARINE MN 55047 411294832 501(C)(3) 13850 0 GENERAL OPERATING CANVAS HEALTH 7066 STILLWATER BLVD N OAKDALE MN 55128 410955577 501(C)(3) 13794 0 TRAINING, BUILDING AND GROUNDS CITY OF PRESCOTT 800 BORNER ST PRESCOTT WI 54021 396005578 501(C)(3) 13372 0 K-9 TRAINING, PICKLEBALL COURTS NORTHERN STAR SCOUTING 6202 BLOOMINGTON RD FORT SNELLING MN 55111 203000282 501(C)(3) 13000 0 GENERAL OPERATING, SCHOLARSHIPS ARTREACH ST CROIX 224 4TH STREET NORTH STILLWATER MN 55082 411758837 501(C)(3) 12680 0 ST. CROIX SPLASH, SYMPHONY ORCHESTRA BEFORE RACISM 1041 GRAND AVENUE SAINT PAUL MN 55105 851813260 501(C)(3) 12500 0 BEFORE RACISM - WASHINGTON COUNTY NEW RICHMOND SCHOOL DISTRICT 701 EAST 11TH ST NEW RICHMOND WI 54017 396003673 501(C)(3) 11425 0 WILL'S PLAYGROUND BETHEL LUTHERAN CHURCH 920 THIRD ST HUDSON WI 54016 390963084 501(C)(3) 11156 0 GENERAL FUND, UKRAINE FUND CANCER CENTER OF WESTERN WISCONSIN 501 HOSPITAL ROAD NEW RICHMOND WI 54017 273238660 501(C)(3) 11000 0 INFUSION CHAIRS STILLWATER PUBLIC LIBRARY 224 THIRD ST N STILLWATER MN 55082 416005566 501(C)(3) 10708 0 GENERAL OPERATING, NONFICTION MATERIALS VALLEY FRIENDSHIP CLUB 6201 N OSGOOD AVE STILLWATER MN 55082 272362329 501(C)(3) 10034 0 ANNUAL DONATIONS, PROGRAM ANDREW A LINDBERG MEMORIAL FOUNDATION 28 DALE ST SOUTH ST PAUL MN 55102 461493378 501(C)(3) 10000 0 NW MN COLLEGE SCHOLARSHIP FUND COLLIDE THEATRICAL DANCE COMPANY 755 PRIOR AVE NORTH SUITE 235H ST PAUL MN 55104 461479003 501(C)(3) 10000 0 MENTAL HEALTH & EDUCATION SHOW COMMUNITY REFERRAL AGENCY PO BOX 365 MILLTOWN WI 54858 391368945 501(C)(3) 10000 0 CRA'S VIBRANT MINDS GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES 400 SECOND AVE S WAITE PARK MN 56387 410877820 501(C)(3) 10000 0 GIVE TO THE MAX DAY DONATION LAKES CENTER FOR YOUTH AND FAMILIES 200 4TH ST SW FOREST LAKE MN 55025 411322058 501(C)(3) 10000 0 MENTAL WELLNESS, GENERAL OPERATING NEW YORK PUBLIC RADIO 160 VARICK STREET NEW YORK NY 10013 133015230 501(C)(3) 10000 0 GENERAL OPERATING NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS 920 EAST LAKE ST 107 MINNEAPOLIS MN 55407 820613944 501(C)(3) 10000 0 GIVE TO THE MAX DAY DONATION RIVER FALLS WILDCAT BAND BOOSTERS INC PO BOX 877 RIVER FALLS WI 54022 465711636 501(C)(3) 10000 0 GENERAL OPERATING, SCHOLARSHIPS ST CROIX FALLS PUBLIC LIBRARY PO BOX 608 ST CROIX FALLS WI 54024 396006361 501(C)(3) 10000 0 WELLBEING IS FOR EVERYONE ST CROIX VALLEY RESTORATIVE SERVICES 215 N 2ND ST SUITE 108 RIVER FALLS WI 54022 300133750 501(C)(3) 10000 0 MINDS MATTER: SUPPORTING STUDENT WELL-BEING THE SHARING SHELF INC 47 PURDY AVE PORT CHESTER NY 105735028 844315667 501(C)(3) 10000 0 GENERAL OPERATING YOUTH SERVICE BUREAU 7064 W PT DOUGLAS RD COTTAGE GROVE MN 55016 411333578 501(C)(3) 10000 0 YOUTH INTERVENTION BEHAVIORAL HEALTH PROGRAM MENTAL HEALTH TASK FORCE OF POLK COUNTY PO BOX 432 ST CROIX FALLS WI 54024 271566890 501(C)(3) 9500 0 THRIVING TOGETHER: COMMUNITY PROGRAMS FOR MENTAL WELLBEING THE PHIPPS CENTER FOR THE ARTS 109 LOCUST ST HUDSON WI 54016 391360778 501(C)(3) 9398 0 GENERAL OPERATING, EDUCATIONAL PROGRAMMING HUDSON SCHOOL DISTRICT 644 BRAKKE DR HUDSON WI 540161880 396002665 501(C)(3) 9045 0 SCHOLARSHIPS, PEER HELPERS PROGRAM YOUNG LIFE ST CROIX VALLEY 1151 PARKWOOD LANE STILLWATER MN 55082 840385934 501(C)(3) 9000 0 SCHOLARSHIPS, CHRISTIAN MINISTRY, BUILDING MAINTENANCE BRIDGE TO BOOKS PO BOX 138 LAKE ELMO MN 55042 853483130 501(C)(3) 8500 0 SUPPORT FOR IMAGINATION LIBRARY PROGRAM OUR NEIGHBORS' PLACE 122 WEST JOHNSON ST RIVER FALLS WI 54022 352383155 501(C)(3) 8278 0 GENERAL OPERATING, BACKPACKS, DAY CENTER THUG LIFE MINISTRY 424 CHURCH HILL ROAD SOMERSET WI 54025 461405282 501(C)(3) 8150 0 MENTAL HEALTH, YOUTH CARE, GENERAL OPERATING CHRISTIAN COMMUNITY HOMES AND SERVICES INC 1320 WISCONSIN STREET HUDSON WI 540161861 391801003 501(C)(3) 8000 0 HEALTHCARE SCHOLARSHIPS, GENERAL OPERATING ST CROIX THERAPY 742 STERBENZ DR HUDSON WI 54016 391584408 501(C)(3) 8000 0 ACCESS AND ENGAGEMENT PROGRAMS THE ZEPHYR THEATRE 601 N MAIN ST STILLWATER MN 55082 811157243 501(C)(3) 8000 0 GENERAL OPERATING BAYFIELD COUNTY LAND & WATER CONSERVATION DEPARTMENT PO BOX 126 WASHBURN WI 54891 396005670 501(C)(3) 7750 0 GENERAL OPERATING, PROGRAMMING PIERCE COUNTY PUBLIC HEALTH DEPARTMENT 412 W KINNE ST RM 171 ELLSWORTH WI 54011 396005729 501(C)(3) 7650 0 COMMUNITY ENGAGEMENT PROCESS, SCHOLARSHIPS EARLY CHILDHOOD FAMILY CENTER 1111 HOLCOMBE ST S STILLWATER MN 55082 416008519 501(C)(3) 7500 0 EDUCATION, SPEAKING ENGAGEMENT ST MATTHEW'S HOUSE 2601 AIRPORT ROAD S NAPLES FL 34112 651110501 501(C)(3) 7500 0 CAPITAL CAMPAIGN, HOUSING/FOOD WASHINGTON COUNTY DEPT OF PUBLIC HEALTH & ENVIRONMENT 14949 62ND ST N STILLWATER MN 55082 416005919 501(C)(3) 7500 0 HEALTHCARE SCHOLARSHIPS BURNETT COUNTY FAMILY RESOURCE CENTER INC 24467 STATE ROAD 35 70 SIREN WI 54872 264060570 501(C)(3) 7100 0 BABY & ME CLASSES KINSHIP OF POLK COUNTY PO BOX 68 BALSAM LAKE WI 54810 391485031 501(C)(3) 7065 0 VOLUNTEER RECRUITMENT AND YOUTH WELL-BEING, GENERAL OPERATING MOUNT CALVARY LUTHERAN CHURCH 301 COUNTY ROAD 19 EXCELSIOR MN 55331 410870777 501(C)(3) 7000 0 GENERAL OPERATING ST JOHN'S UNITED CHURCH OF CHRIST PO BOX 14 LA POINTE WI 54850 237165228 501(C)(3) 7000 0 GENERAL OPERATING AND CAMPAIGN SENITIZO 2344 FOOTHILLS DR S GOLDEN CO 80401 821555063 501(C)(3) 6815 0 GENERAL OPERATING DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 217415030 133433452 501(C)(3) 6600 0 GENERAL OPERATING AMERY FFA 555 MINNEAPOLIS AVENUE AMERY WI 54005 396000675 501(C)(3) 6568 0 DONOR DESIGNATED DISTRIBUTION TOWN OF ALDEN CHARITABLE FUND 183 155TH STREET STAR PRAIRIE WI 54026 396005771 501(C)(3) 6568 0 DONOR DESIGNATED DISTRIBUTION ST CROIX FESTIVAL THEATRE 125 N WASHINGTON AVE ST CROIX FALLS WI 54024 391663518 501(C)(3) 6500 0 ST CROIX FALLS COMMUNITY THEATRE WESTFIELDS HOSPITAL & CLINIC FOUNDATION 535 HOSPITAL ROAD NEW RICHMOND WI 54017 391770913 501(C)(3) 6289 0 GENERAL OPERATING, ORTHOPEDIC & SPORTS MEDICINE NORTHWEST PASSAGE LTD 7417 N BASS LAKE RD WEBSTER WI 54893 391311448 501(C)(3) 6172 0 PASSAGEWAY: CHARTING PATHS TO MENTAL WELLNESS HOPE LUTHERAN CHURCH 3337 KINGSBARN AVE RIVER FALLS WI 54022 721603482 501(C)(3) 6081 0 ANNUAL DONOR DESIGNATED DISTRIBUTION FOR GENERAL OPERATIONS TURTLE LAKE SCHOOL DISTRICT 205 OAK ST NORTH TURTLE LAKE WI 54889 396004848 501(C)(3) 5901 0 TURTLE LAKE - DIVERSITY AND CULTURE THROUGH MUSIC MINNESOTA COUNCIL ON FOUNDATIONS 800 WASHINGTON AVE N STE 703 MINNEAPOLIS MN 554011167 411269275 501(C)(3) 5750 0 2024 MEMBERSHIP DUES - GRANT PORTION ALPHA DELTA PHI FOUNDATION 2242 N BALDWIN WAY 5B PALATINE IL 60074 136116015 501(C)(3) 5500 0 CHAMBERLAIN FUND BELWIN CONSERVANCY 1553 STAGECOACH TRAIL S AFTON MN 55001 410967891 501(C)(3) 5500 0 MUSIC IN THE TREES, GENERAL OPERATING ST CROIX VALLEY FOUNDATION (WI) 1830 HANLEY RD STE 200 HUDSON WI 54016 411817315 501(C)(3) 5200 0 FOR VIBRANT COMMUNITIES FUND, GENERAL OPERATING PRESCOTT SCHOOL DISTRICT 1220 ST CROIX ST PRESCOTT WI 54021 396004038 501(C)(3) 5198 0 PROGRAMMING AND SCHOLARSHIPS 93 SCHOLARSHIPS 202 446543 PART I, LINE 2: STAFF PERFORMS DUE DILIGENCE TO CONFIRM THAT GRANT RECIPIENTS ARE 501(C)(3) ORGANIZATIONS. THEY ARE REVIEWED BY THE GRANTS ADMINISTRATOR, THE PRESIDENT AND THE ACCOUNTANT. WITH COMPETITIVE GRANTS, FINAL REPORTS ARE REQUIRED FROM THE RECIPIENTS TO EXPLAIN HOW THE GRANT FUNDS WERE SPENT AND THE RESULTS ACHIEVED WITH THE GRANTS. STAFF FOLLOW UP WITH ALL COMPETITIVE GRANT RECIPIENTS TO GET THESE REPORTS. X X X 0 0 0 0 0 0 0 0 0 HEATHER LOGELIN EXECUTIVE DIRECTOR 140099 0 0 0 0 0 7774 0 11703 0 159576 0 0 0 X 22 422310 AVERAGE HIGH/LOW X 3 527344 APPRAISED VALUE 0 1 1 PART I, LINE 32B: ALL STOCK DONATIONS ARE RECEIVED IN AN FOUNDATION INVESTMENT ACCOUNT ADMINISTERED BY A THIRD PARTY. ALL STOCK DONATIONS ARE SOLD UPON RECEIPT. GIFTS OF REAL PROPERTY ARE MADE TO SCVF HOLDINGS, LLC (A DISREGARDED ENTITY OF THE FOUNDATION). FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVEIWED AND DISCUSSED ANNUALLY BEFORE THE BOARD MEMBERS SIGN THE CONFLICT OF INTEREST FORM AND DISCLOSE ANY CONFLICTS THEY MAY HAVE. CONFLICTS, IF ANY, ARE MONITORED BY MANAGEMENT THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT IS SET AND APPROVED BY THE FULL BOARD OR THE EXECUTIVE COMMITTEE. NO BOARD OR COMMITTEE MEMBERS WILL TAKE PART IN SETTING THE COMPENSATION OF THE PRESIDENT IF THEY HAVE ANY CONFLICT OF INTEREST. THE PRESIDENT WILL NOT BE PRESENT DURING THE DISCUSSION OF COMPENSATION. THE RESPONSIBLE COMMITTEE WILL REPORT FULLY TO THE ENTIRE BOARD. THE EXCESS BENEFIT TRANSACTION RULES (I.E. BASING THE DECISION ON COMPARABLE DATA READILY AVAILABLE TO THE BOARD COMMITTEE AND RECORDING THE PROCESS AND DECISIONS IN THE MINUTES), CREATE A PRESUMPTION OF REASONABLENESS FOR COMPENSATION. THE RESPONSIBLE COMMITTEE MAY USE COMPENSATION SURVEYS BY INDEPENDENT CONSULTANTS, COMPENSATION PACKAGES OFFERED AT SIMILARLY SIZED FOUNDATIONS, AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE PRESIDENT. THE RESPONSIBLE COMMITTEE WILL DOCUMENT THE BASIS FOR ITS DETERMINATION OF THE COMPENSATION PACKAGE, WITH THE IMPLEMENTATION OF THE DETERMINATION (WITHIN 60 DAYS OF THE DECISION, OR THE NEXT MEETING OF THE FULL BOARD OF DIRECTORS, WHICHEVER IS LATER). THE DOCUMENTATION WILL INCLUDE: -THE TERMS OF THE TRANSACTION AND THE DATE IT WAS APPROVED. -THE MEMBERS OF THE COMMITTEE WHO DISCUSSED THE COMPENSATION AND THE NAMES OF THE MEMBERS WHO APPROVED IT. -THE COMPARABILITY DATA USED, AND HOW IT WAS OBTAINED. -THE ACTION TAKEN TO CONSIDER THOSE WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST AND GIFT ANNUITIES 59,867. PRIOR PERIOD RECLASSIFICATION 151,989. SCVF HOLDINGS LLC 516 2ND STREET SUITE 214 HUDSON WI 54016 464871208 TO ACCEPT AND SELL DONATIONS OF REAL PROPERTY FOR THE FOUNDATION WI 0 13766 ST CROIX VALLEY FOUNDATION