2025-06-25T13:50:50-05:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-01-01 411931735 FARIBAULT FOUNDATION INC FARI 5078058800 530 WILSON AVENUE FARIBAULT MN 55021 LAURA BOCK EXECUTIVE DIRECTOR 5078058800 2025-06-24 1 0 MICHELLE HEKEL CPA P01440878 3192346885 2025-06-24 2024 2025-03-06 01:10:19Z LAURA BOCK 530 WILSON AVENUE FARIBAULT MN 55021 2818414 0 X FARIBAULTFOUNDATION.ORG X 1999 MN IMPROVE THE QUALITY OF LIFE IN FARIBAULT THROUGH THE GENEROSITY OF DONORS 9 9 2 20 0 0 1121674 2367359 1423 18207 6352 70338 0 0 1129449 2455904 16571 141365 0 0 35126 118079 0 0 58374 84821 121868 136518 381312 992931 2074592 1132136 3371360 2903 116517 1129233 3254843 X THE FARIBAULT FOUNDATION IS ON A MISSION TO IMPOVE THE QUAILITY OF LIFE IN FARIBAULT THROUGH THE GENEROSITY OF DONORS. TO ACCOMPLISH THIS MISSION WE ARE GROWING OUR COMMUNITY FOUNDATION, AND GRANTS WILL BE FOCUSED IN THE FARIBAULT COMMUNITY. MAKING AN IMPACT FOR OUR NON PROFITS AND ENHACING OUR COMMUNITIES PROGRAMS. CURRENTLY OUR MOST SIGNIFICANT ACTIVITY IS TRYING TO GROW OUR ASSETS UNDER MANAGEMENT AND EDUCATE THE COMMUNITY ON WHAT A FOUNDATION DOES AND HOW IT CAN HELP THE ENTIRE COMMUNITY. 0 0 210147 141365 18207 FUND ADVISOR SERVICES: THE FARIBAULT FOUNDATION IS DONOR CENTERED, PROVIDING OUR DONOR ADVISED FUNDS (DAF) FUND ADVISORS A MENU OF OPTIONS FOR MAKING GRANT REQUESTS TO THEIR FAVORITE NONPROFITS. FARIBAULT FOUNDATION OFFERS A DONOR PORTAL, WHERE FUND ADVISORS CAN REQUEST GRANTS IN THE SITE. FUND ADVISORS WHO ARE NOT COMFORTABLE WITH TECHNOLOGY CAN SEND AN EMAIL, TEXT, PHONE CALL OR SIMPLY STOP BY THE OFFICE TO GET A GRANT REQUEST STARTED FROM THEIR DAF. OUR EXECUTIVE DIRECTOR IS ON HAND TO PROCESS GRANT REQUESTS FOR FUND ADVISORS IN AN EFFICIENT AND TIMELY MANNER, FOLLOWING OUR DONOR ADVISED FUND GUIDELINES AND ACTIVITY POLICY FOR GRANTMAKING FROM A DAF. DONOR ADVISED FUNDS' INVESTMENTS ARE REVIEWED BY FARIBAULT FOUNDATION INVESTMENT COMMITTEE AND THE BOARD OF DIRECTORS. FUND HOLDER STATEMENTS ARE SENT QUARTERLY.WOMEN WHO CARE/MEN ON A MISSION: PROGRAMING INCLUDES LOCAL PHILANTHROPIST AWARDING GRANTS TO LOCAL NONPROFITS THROUGH THE PROCESS OF IN-PERSON NOMINATION AND VOTING. THIS POPULAR PROGRAM HAS ALLOWED THE FARIBAULT FOUNDATION TO ENGAGE PHILANTHROPISTS LARGE AND SMALL. THROUGH 100 WOMEN WHO CARE OR 100 MEN ON A MISSION, DONORS CAN BE A PART OF GRANTING SIZABLE GRANTS THAT START FROM EVERYONE'S $100 DONATION.COMMUNITY MICROGRANTS: SUPPORTS IMPORTANT PROGRAMS AND ACTIVITIES HAPPENING IN OUR COMMUNITY. THROUGH A SIMPLE GRANT APPLICATION PROCESS, LOCAL NONPROFITS DESCRIBE THEIR PROGRAMS AND ACTIVITIES THAT IMPROVE THE QUALITY OF LIFE FOR FARIBAULT CITIZENS. REQUESTS ARE FOR GRANTS OF $500-$1000. GRANT REPORTS ARE REQUIRED TO KEEP THE FARIBAULT FOUNDATION UP TO DATE ON THE SUCCESS OF THE PROGRAMS AND ACTIVITIES. 210147 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X LAURA BLOCK 5078058800 530 WILSON AVENUE FARIBAULT MN 55021 CHAD KOEPKE PRESIDENT 1.00 X X 0 0 0 CHRISTINE SHAFFER-BROWN VICE PRESIDENT 1.00 X X 0 0 0 TODD MARKMAN TREASURER 1.00 X X 0 0 0 DR MICHAEL RICHIE SECRETARY 1.00 X X 0 0 0 PATRICIA GUSTAFSON DIRECTOR 1.00 X 0 0 0 CHAD WOLFF DIRECTOR 1.00 X 0 0 0 JEFF JANDRO DIRECTOR 1.00 X 0 0 0 KEN HUBERT DIRECTOR 1.00 X 0 0 0 DR SARAH BECKMANN DIRECTOR 1.00 X 0 0 0 LAURA BOCK EXECUTIVE DIRECTOR 40.00 X 83624 0 2166 83624 0 2166 0 0 0 0 0 2367359 55205 2367359 SERVICE FEE INCOME 900099 18207 18207 18207 50828 50828 382020 362510 19510 19510 19510 2455904 18207 0 70338 140365 140365 1000 1000 85790 28311 29168 28311 19374 6393 6588 6393 60 20 20 20 3721 1228 1265 1228 9134 3014 3106 3014 27605 4502 18600 4503 12480 12480 27100 13550 13550 118 9 21 88 19049 333 18398 318 6481 389 5703 389 12009 12009 309 96 148 65 2471 2471 SPECIAL EVENTS AND PROJ 10301 10301 DUES AND SUBSCRIPTIONS 1973 1973 REPAIRS AND MAINTENANCE 625 219 194 212 1347 417 647 283 381312 210147 112791 58374 394481 76608 59272 346195 222454 181888 157 5179 2937 0 0 2937 455929 2758396 1132136 3371360 2903 9014 0 107503 2903 116517 X 906779 3072955 222454 181888 1129233 3254843 1132136 3371360 2074592 51018 0 X 0 1 X 1 0 X 23560 59447 65410 1121674 2367359 3637450 23560 59447 65410 1121674 2367359 3637450 1764768 1872682 5222 50828 56050 3693500 19630 0.50700 0.52650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4 1821490 116550 1981758 1 1 267240 329970 33296 1000 629506 262116 10124 5000 267240 1.00000 0.00000 0.00000 0 0 2937 2937 2937 FUNDS HELD FOR OTHERS 107503 107503 2494442 51018 51018 2443424 12480 12480 2455904 368832 0 368832 12480 12480 381312 PART V, LINE 4: THE FOUNDATION'S QUASI ENDOWMENTS CONSIST OF VARIOUS FUNDS ESTABLISHED TO PROVIDE INCOME TO MEET THE FOUNDATION'S ANNUAL OPERATING NEEDS AND TO PROVIDE FUNDS FOR ONGOING SUPPORT TO THE FARIBAULT COMMUNITY. 1 HEALTHFINDERS COLLABORATIVE INC 1415 TOWN SQUARE LANE FARIBAULT MN 55021 201805262 501(C)(3) 30000 0 GENERAL OPERATING SUPPORT DIVINE MERCY CATHOLIC CHURCH 139 MERCY DRIVE FARIBAULT MN 55021 410954118 501(C)(3) 25000 0 KITCHEN FUND/DEDICATION OF COMMONS BETHLEHEM ACADEMY 105 3RD AVE SW FARIBAULT MN 55021 410705851 501(C)(3) 12000 0 BABS NIGHT SUPPORT/ANNUAL FUND RUTH'S HOUSE PO BOX 593 FARIBAULT MN 55021 870709671 501(C)(3) 11000 0 GENERAL OPERATING SUPPORT RIVER BEND NATURE CENTER 1000 RUSTAD ROAD FARIBAULT MN 55021 411343804 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT GRACE LUTHERAN CHURCH 13655 ROUND LAKE BLVD ANDOVER MN 55304 410975602 7000 0 GENERAL OPERATING SUPPORT COMMUNITY ACTION CENTER 1400 CANNON CIR STE 8 FARIBAULT MN 55021 410970984 501(C)(3) 6372 0 GENERAL OPERATING SUPPORT FATE PO BOX 991 FARIBAULT MN 55021 411451735 501(C)(3) 6000 0 GENERAL OPERATING SUPPORT OUR SAVIORS LUTHERAN CHURCH 1207 PRAIRIE AVENUE FARIBAULT MN 55021 410954738 6000 0 GENERAL OPERATING SUPPORT PARADISE CENTER FOR THE ARTS 321 CENTRAL AVENUE N FARIBAULT MN 55021 411381314 501(C)(3) 5500 0 GENERAL OPERATING SUPPORT 10 0 PART I, LINE 2: THE ORGANIZATION HAS SOFTWARE TO TRACK ALL GRANT FUNDS. A HARD COPY OF ALL GRANT AWARD LETTERS FOR EACH GRANT ISSUED IS ALSO RETAINED. CHARITY CHECK IS INTEGRATED INTO THE SOFTWARE TO ENSURE ALL GRANTS RECIPIENTS ARE 501(C)(3) ORGANIZATIONS. X 2 55205 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS IS REPORTED IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 2 TODD MARKMAN, TREASURER AND CHAD WOLFF, DIRECTOR - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH EVERY NEW ADVISORY COMMITTEE MEMBER, INVESTMENT COMMITTEE MEMBER OR BOARD OF DIRECTOR MEMBER AS THEY JOIN US, AND ANNUALLY IN JANUARY, THE POLICY IS REVIEWED WITH EVERYONE AND IS REQUIRED TO BE SIGNED AND ANY CONFLICTS DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION WAS ESTABLISHED BASED ON A RANGE FOR FOUNDATION EXECUTIVE DIRECTORS, BUT ALSO THE BOARD'S KNOWLEDGE OF LOCAL MARKETS, EXPERIENCE GAINED FROM OUR EXECUTIVE DIRECTOR SEARCH, AND THE QUALITY OF OUR CANDIDATE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).