2025-11-14T08:47:35-06:00 2024-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2024-01-01 416017740 ROCHESTER AREA FOUNDATION ROCH 5074242400 12 ELTON HILLS DR NW ROCHESTER MN 55901 JENNIFER WOODFORD PRESIDENT 5074242400 2025-11-13 1 0 JULIE BOYER P01278549 2187275025 2025-11-13 2024 2025-03-06 01:10:19Z JENNIFER WOODFORD 12 ELTON HILLS DR NW ROCHESTER MN 55901 12578734 0 X 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 11 305 5011 2 14182664 8897686 451801 603062 1267495 1665795 -33983 -36535 15867977 11130008 4283281 6343078 0 0 784600 1169858 0 0 424845 1315674 1337582 6383555 8850518 9484422 2279490 61087038 68327174 3285807 5114905 57801231 63212269 BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. 0 0 7478417 6343078 603062 GRANTS WERE PROVIDED TO ORGANIZATIONS SUPPORTING YOUTH & FAMILIES, HEALTH & HUMAN SERVICES, THE ARTS, ENVIRONMENT & ANIMAL WELFARE, EDUCATION, HOUSING, COMMUNITY DEVELOPMENT, FAITH-BASED ACTIVITIES, DISABILITY SERVICES, AND CULTURE AND DIVERSITY THAT SERVE COMMUNITY NEEDS. 7478417 1 1 0 0 0 1 0 0 0 1 1 1 0 1 1 0 0 0 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 52 0 1 11 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 X JENNIFER WOODFORD 5074242400 12 ELTON HILLS DR NW ROCHESTER MN 55901 X DAVE OETH CHAIR 6.00 0.50 X X 0 0 0 JUDITH WILSON 1ST VICE CHAIR 4.00 0.00 X X 0 0 0 TONY BENSON 2ND VICE CHAIR 2.00 0.00 X X 0 0 0 MARCO WAGEMAN TREASURER 6.00 0.00 X X 0 0 0 CHRIS WENDLAND SECRETARY 4.00 0.00 X X 0 0 0 LARRY KOSHIRE IMMEDIATE PAST CHAIR 4.00 0.50 X X 0 0 0 DR KATHY LOMBARDO TRUSTEE 2.00 0.00 X 0 0 0 TODD HEATHER TRUSTEE 2.00 0.00 X 0 0 0 BETH KREHBIEL TRUSTEE 2.00 0.00 X 0 0 0 MIKE PARADISE TRUSTEE 2.00 0.50 X 0 0 0 ERIN SEXTON TRUSTEE 2.00 0.00 X 0 0 0 HAROLD BURDEN TRUSTEE 2.00 0.00 X 0 0 0 MIKE BENIKE TRUSTEE 2.00 0.00 X 0 0 0 NATALIE JONES TRUSTEE 2.00 0.50 X 0 0 0 JENNIFER WOODFORD PRESIDENT 33.00 11.50 X 125223 41741 9160 125223 41741 9160 1 0 1 0 0 98718 3307828 5491140 1039597 8897686 ADMIN FEE INCOME 900099 491581 491581 OTHER REVENUE 900099 111481 111481 603062 974499 25719 948780 27427 72428 -45001 -45001 -20708 -24293 2067594 1376298 691296 691296 691296 COMMUNITY PROGRAMS 900099 8466 8466 8466 11130008 603062 5011 1624249 6263678 6263678 79400 79400 132094 62084 46233 23777 852423 400639 298348 153436 20889 9818 7311 3760 45054 21175 15769 8110 119398 56117 41789 21492 2279 1071 798 410 60721 28539 21252 10930 5312 2497 1859 956 819931 385368 286976 147587 83945 37775 41973 4197 46909 21109 23455 2345 25072 25072 5336 267 4002 1067 54037 5404 43229 5404 10085 4740 3530 1815 12321 5791 4312 2218 REPAIRS AND MAINTENANCE 90794 42673 31778 16343 PROGRAM EXPENSES 44065 44065 DUES AND SUBSCRIPTIONS 14537 1454 11629 1454 CRT DISBURSEMENTS 10113 4753 3540 1820 52125 34401 17724 8850518 7478417 947256 424845 2449228 5886235 8613647 8995523 4125000 100 251351 20289 1381884 3794588 110245 37476 2653836 756098 1968260 1897738 37032447 42165840 5154976 5529385 61087038 68327174 156874 160438 0 1500 17108 7108 431033 396716 2680792 4549143 3285807 5114905 X 47300927 50942465 10500304 12269804 57801231 63212269 61087038 68327174 X 2279490 3056538 75010 X X 0 0 0 X 5450319 7167652 13165930 14182664 8897686 48864251 5450319 7167652 13165930 14182664 8897686 48864251 2791696 46072555 638906 852713 790754 648076 970837 3901286 5011 5011 8466 8466 52779014 2454409 0.87290 0.87870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 203 2975146 2465930 28243203 1 1 19523784 3844244 1850006 2683490 22534544 16234479 3660080 1857128 2227903 19523784 17792108 5533213 -5078509 1088750 895714 27869 16234479 14177197 6915243 2026787 4644387 677732 5000 17792108 12857808 2275158 1649355 2338756 266658 -290 14177197 0.09004 0.68643 0.22353 0 0 239669 239669 1405000 310271 1094729 679298 176993 502305 329869 268834 61035 1897738 INVESTMENTS IN MARKETABLE SECURITIES 42165840 F 42165840 BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS 182575 DUE FROM FIRST HOMES PROPERTIES - AFFILIATE 217009 GRANTS RECEIVABLES FROM AFFILIATES 10658 INTERCOMPANY NOTES RECEIVABLE 5068000 OTHER ASSETS 51143 5529385 UNITRUST OBLIGATIONS 420500 REFUNDABLE ADVANCES 494643 INTERCOMPANY NOTES PAYABLES 3634000 4549143 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. 1 OLMSTED COUNTY HRA 151 4TH STREET SE ROCHESTER MN 559043710 421567484 GOVERNMENT 1540000 0 HOUSING FIRST HOMES PROPERTIES 12 ELTON HILLS DRIVE NW ROCHESTER MN 55901 412004557 501(C)(3) 700075 0 GENERAL SUPPORT MAYO CLINIC DEPARTMENT OF DEVELOPMENT 200 1ST STREET SW ROCHESTER MN 55902 416011702 501(C)(3) 150060 0 HEALTH AND HUMAN SERVICES THREE RIVERS COMMUNITY ACTION 1414 NORTH STAR DRIVE ZUMBROTA MN 55992 410906178 501(C)(3) 142188 0 HOUSING BOYS & GIRLS CLUB OF ROCHESTER 1026 EAST CENTER STREET ROCHESTER MN 55904 411945875 501(C)(3) 97640 0 YOUTH & FAMILIES MAYO FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 410944601 501(C)(3) 91019 0 HEALTH AND HUMAN SERVICES CHANNEL ONE REGIONAL FOOD BANK 131 35TH STREET SE ROCHESTER MN 55904 411379713 501(C)(3) 63230 0 HEALTH AND HUMAN SERVICES UNITED WAY OF SOUTHEAST MINNESOTA 903 WEST CENTER STREET STE 100 ROCHESTER MN 55902 410695594 501(C)(3) 61700 0 COMMUNITY DEVELOPMENT PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET SAINT PAUL MN 55114 410948382 501(C)(3) 60350 0 HEALTH AND HUMAN SERVICES SALVATION ARMY 20 1ST AVE NE ROCHESTER MN 559063706 410698597 501(C)(3) 56370 0 HEALTH AND HUMAN SERVICES OLMSTED COUNTY HISTORICAL SOCIETY 1195 WEST CIRCLE DRIVE SW ROCHESTER MN 55902 410718368 501(C)(3) 54680 0 COMMUNITY DEVELOPMENT SOUTH DAKOTA STATE UNIVERSITY FOUNDATION 815 MEDARY AVENUE PO BOX 525 BROOKINGS SD 57007 460273801 501(C)(3) 50000 0 EDUCATION UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE SUITE 500 MINNEAPOLIS MN 554552010 416042488 501(C)(3) 47250 0 EDUCATION ABILITY BUILDING COMMUNITY 1911 14TH STREET NW ROCHESTER MN 55901 410829178 501(C)(3) 46780 0 DISABILITY SERVICES CAMP VICTORY 58212 403RD AVE ZUMBRO FALLS MN 55991 311710184 501(C)(3) 46500 0 RECREATION IRONWOOD SPRINGS CHRISTIAN RANCH 7291 COUNTY ROAD 6 SW STEWARTVILLE MN 559768257 411281157 501(C)(3) 44750 0 HEALTH AND HUMAN SERVICES THE READING CENTER 2010 SCOTT ROAD NW ROCHESTER MN 55901 411633734 501(C)(3) 43210 0 EDUCATION JEREMIAH PROGRAM ROCHESTER-SOUTHEAST MN 2915 JEREMIAH LANE NW ROCHESTER MN 55901 411801834 501(C)(3) 41568 0 HEALTH AND HUMAN SERVICES IMMACULATE HEART OF MARY SEMINARY 750 TERRACE HEIGHTS WINONA MN 55987 410773780 501(C)(3) 40475 0 RELIGIOUS ANGLE ANCHOR OF HONOR 24235 111TH AVE SPRING VALLEY MN 55975 994163246 501(C)(3) 40000 0 HEALTH AND HUMAN SERVICES FRIENDS OF QUARRY HILL NATURE CENTER INC 701 SILVER CREEK RD NE ROCHESTER MN 55906 363416399 501(C)(3) 34010 0 ENVIRONMENT SOLDIER'S FIELD VETERANS MEMORIAL PO BOX 5788 ROCHESTER MN 55903 411848911 501(C)(3) 30000 0 COMMUNITY DEVELOPMENT MISSOULA COMMUNITY FOUNDATION INC PO BOX 8806 MISSOULA MT 59807 810539830 501(C)(3) 30000 0 COMMUNITY DEVELOPMENT CUT CIRCLE 2331 WARNER RANGE AVE MENLO PARK CA 94025 471687995 501(C)(3) 30000 0 ARTS PACELLI CATHOLIC SCHOOLS 511 4TH AVENUE NW AUSTIN MN 55912 204023381 501(C)(3) 30000 0 EDUCATION OLMSTED MEDICAL CENTER 210 9TH STREET SE ROCHESTER MN 559046425 410855367 501(C)(3) 27308 0 HEALTH AND HUMAN SERVICES PHOENIX CHRISTIAN ASSEMBLY 2030 NORTH 36TH STREET PHOENIX AZ 85008 860264849 501(C)(3) 27200 0 RELIGIOUS ROCHESTER COMMUNITY AND TECHNICAL COLLEGE FOUNDATION 851 30TH AVENUE SE ROCHESTER MN 55904 411535213 501(C)(3) 25900 0 EDUCATION MN ADULT & TEEN CHALLENGE 740 EAST 24TH STREET MINNEAPOLIS MN 55404 411517351 501(C)(3) 25200 0 HEALTH AND HUMAN SERVICES PARALYZED VETERANS OF AMERICA 1875 EYE STREET NW SUITE 1100 WASHINGTON DC 20006 131946868 501(C)(3) 25000 0 HEALTH AND HUMAN SERVICES MAKE-A-WISH MINNESOTA 1919 UNIVERSITY AVENUE E SUITE 415 SAINT PAUL MN 55104 411422893 501(C)(3) 25000 0 YOUTH & FAMILIES DUQUESNE UNIVERSITY COLLEGE OF MEDICINE 1305 FORBES AVENUE PITTSBURGH PA 15219 251035663 501(C)(3) 25000 0 EDUCATION STEWARTVILLE AREA HISTORY CENTER 305 MAIN STREET NORTH STEWARTVILLE MN 55976 411763176 501(C)(3) 24840 0 EDUCATION FOOD FOR THE POOR PO BOX 979005 COCONUT CREEK FL 33097 592174510 501(C)(3) 24047 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 ROCHESTER SYMPHONY ORCHESTRA & CHORALE AGENCY FUND 1530 GREENVIEW DRIVE SW 120 ROCHESTER MN 55902 411764434 501(C)(3) 23284 0 CHECK NAME DODGE CENTER FOUNDATION PO BOX 276 DODGE CENTER MN 55927 453201034 501(C)(3) 20664 0 COMMUNITY DEVELOPMENT UNITED WAY OF DODGE COUNTY 903 W CENTER STREET SUITE 100 ROCHESTER MN 55902 411657224 501(C)(3) 20000 0 COMMUNITY DEVELOPMENT LEGAL ASSISTANCE OF OLMSTED COUNTY 1700 N BROADWAY SUITE 124 ROCHESTER MN 55906 410992471 501(C)(3) 19750 0 HEALTH AND HUMAN SERVICES ZUMBRO LUTHERAN CHURCH 624 3RD AVE SW ROCHESTER MN 55902 410718374 501(C)(3) 18500 0 RELIGIOUS BRAD WHITE MINISTRIES ATTN BRAD WHITE PO BOX 1255 CORDOVA TN 38088 352374872 501(C)(3) 18000 0 RELIGIOUS POSSABILITIES OF SOUTHERN MINNESOTA 1808 3RD AVENUE SE ROCHESTER MN 559047948 410853397 501(C)(3) 17500 0 DISABILITY SERVICES HOLY SPIRIT CATHOLIC CHURCH 5455 50TH AVE NW ROCHESTER MN 559013763 411685876 501(C)(3) 17000 0 RELIGIOUS RONALD MCDONALD HOUSE - ROCHESTER 850 2ND STREET SW ROCHESTER MN 55902 411344744 501(C)(3) 16500 0 HEALTH AND HUMAN SERVICES DOROTHY DAY HOSPITALITY HOUSE 703 1ST ST SW ROCHESTER MN 559026293 363348305 501(C)(3) 16310 0 HEALTH AND HUMAN SERVICES ROCHESTER MUSIC GUILD PO BOX 5802 ROCHESTER MN 55903 510158995 501(C)(3) 15500 0 ARTS TEAM RUBICON 5230 PACIFIC CONCOURSE DRIVE SUITE 200 LOS ANGELES CA 90045 271720480 501(C)(3) 15000 0 HEALTH AND HUMAN SERVICES MINNESOTA TRUCKING ASSOCIATION FOUNDATION 6160 SUMMIT DRIVE N SUITE 330 BROOKLYN CENTER MN 55430 842847691 501(C)(3) 15000 0 EDUCATION CHURCH OF SAINT JOHN THE EVANGELIST 11 4TH AVE SW ROCHESTER MN 559023098 410733599 501(C)(3) 14900 0 RELIGIOUS FAMILY PROMISE ROCHESTER 1621 10TH ST SE ROCHESTER MN 55904 411953191 501(C)(3) 14820 0 HEALTH AND HUMAN SERVICES ROCHESTER PUBLIC LIBRARY FOUNDATION 101 SECOND STREET SE ROCHESTER MN 55904 411859534 501(C)(3) 14810 0 EDUCATION FIRST PRESBYTERIAN CHURCH 512 3RD ST SW ROCHESTER MN 559023141 410694750 501(C)(3) 14800 0 RELIGIOUS ZUMBRO VALLEY HEALTH CENTER 343 WOODLAKE DRIVE SE ROCHESTER MN 55904 416052022 501(C)(3) 14620 0 HEALTH AND HUMAN SERVICES GAMEHAVEN COUNCIL - SCOUTING AMERICA 511 NORTHERN HILLS DRIVE NE STE 2 ROCHESTER MN 55906 410698309 501(C)(3) 14490 0 YOUTH & FAMILIES AMERICAN RED CROSS SE MN 305 ALLIANCE PLACE NE ROCHESTER MN 55906 530196605 501(C)(3) 14100 0 HEALTH AND HUMAN SERVICES SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL ROCHESTER MN 1600 11TH AVE SE ROCHESTER MN 55904 465044559 501(C)(3) 14019 0 HEALTH AND HUMAN SERVICES THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL ONE ROTARY CENTER 1560 SHERMAN AVENUE EVANSTON IL 60201 363245072 501(C)(3) 14000 0 COMMUNITY DEVELOPMENT ELDER NETWORK 1130 1/2 7TH ST NW SUITE 205 ROCHESTER MN 55901 411704390 501(C)(3) 13700 0 HEALTH AND HUMAN SERVICES BOLDER OPTIONS 2830 18TH AVE NW ROCHESTER MN 55901 411909408 501(C)(3) 13140 0 YOUTH & FAMILIES EAGLE BLUFF ENVIRONMENTAL LEARNING CENTER 28097 GOODVIEW DRIVE LANESBORO MN 55944 411431959 501(C)(3) 13000 0 ENVIRONMENT EA THERAPEUTIC HEALTH 2530 NORTH BROADWAY AVENUE ROCHESTER MN 55906 455214117 501(C)(3) 13000 0 HEALTH AND HUMAN SERVICES ST FRANCIS OF ASSISI CATHOLIC CHURCH 1114 THIRD STREET SE ROCHESTER MN 55906 410694749 501(C)(3) 12800 0 RELIGIOUS ST LUKE'S EPISCOPAL CHURCH 1884 22ND STREET NW ROCHESTER MN 55901 410876187 501(C)(3) 12680 0 RELIGIOUS WOMEN'S SHELTER & SUPPORT CENTER PO BOX 457 ROCHESTER MN 55903 411316614 501(C)(3) 12588 0 HEALTH AND HUMAN SERVICES CAMP OLSON - YMCA 4160 LITTLE BOY RD NE LONGVILLE MN 56655 410967781 501(C)(3) 12580 0 RECREATION SOUTHERN MINNESOTA INITIATIVE FOUNDATION 525 FLORENCE AVENUE PO BOX 695 OWATONNA MN 55060 363454285 501(C)(3) 12200 0 COMMUNITY DEVELOPMENT UNIVERSITY OF WISCONSIN FOUNDATION US BANK LOCKBOX 78807 MILWAUKEE WI 532780807 390743975 501(C)(3) 12000 0 EDUCATION CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIST 974 SKYLINE DRIVE SW ROCHESTER MN 55902 410760826 501(C)(3) 12000 0 RELIGIOUS LOURDES FOUNDATION 1710 INDUSTRIAL DRIVE NW ROCHESTER MN 55901 410740119 501(C)(3) 11500 0 EDUCATION FIRST UNITARIAN UNIVERSALIST CHURCH ATTN HAWTHORNE HELPS 1727 WALDEN LANE SW ROCHESTER MN 55902 416006520 501(C)(3) 11500 0 RELIGIOUS THE LANDING MN 426 3RD AVE SE ROCHESTER MN 55904 832953783 501(C)(3) 11450 0 HEALTH AND HUMAN SERVICES PAWS & CLAWS HUMANE SOCIETY 3224 19TH STREET NW ROCHESTER MN 55901 411311160 501(C)(3) 10991 0 ANIMAL WELFARE CHRIST UNITED METHODIST CHURCH 400 5TH AVENUE SW ROCHESTER MN 55902 410693980 501(C)(3) 10830 0 RELIGIOUS DAMASCUS WAY RE-ENTRY CENTER 2118 CAMPUS DRIVE BUILDING K ROCHESTER MN 55904 411356073 501(C)(3) 10800 0 HEALTH AND HUMAN SERVICES SEASONS HOSPICE 1696 GREENVIEW DRIVE SW ROCHESTER MN 55902 411812914 501(C)(3) 10500 0 HEALTH AND HUMAN SERVICES FAMILY SERVICE ROCHESTER 4600 18TH AVENUE NW ROCHESTER MN 55901 410883453 501(C)(3) 10500 0 HEALTH AND HUMAN SERVICES CHATFIELD CENTER FOR THE ARTS 405 MAIN ST S CHATFIELD MN 55923 452317004 501(C)(3) 10500 0 ARTS MINNESOTA PUBLIC RADIO KLING PUBLIC MEDIA CENTER 480 CEDAR STREET SAINT PAUL MN 55101 410953924 501(C)(3) 10262 0 EDUCATION CHOSEN VALLEY COMMUNITY FOUNDATION P O BOX 552 CHATFIELD MN 55923 411986997 501(C)(3) 10250 0 EDUCATION PROJECT GET OUTDOORS INC PO BOX 244 WABASHA MN 55981 261837441 501(C)(3) 10200 0 RECREATION VILLAGE AGRICULTURAL COOPERATIVE PO BOX 7723 ROCHESTER MN 55903 873766784 501(C)(3) 10000 0 CULTURE & DIVERSITY AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE PO BOX 2124 NEW YORK NY 10163 131656634 501(C)(3) 10000 0 HEALTH AND HUMAN SERVICES CATHOLIC RELIEF SERVICES ATTN DONOR SERVICES PO BOX 5278 TIPTON IA 527720517 135563422 501(C)(3) 10000 0 HEALTH AND HUMAN SERVICES APPLE TREE DENTAL 2201 26TH AVE NW NEW BRIGHTON MN 55112 363411437 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) 10000 0 HEALTH AND HUMAN SERVICES GIRLS ON THE RUN MINNESOTA 355 RANDOLPH AVE 200 ST PAUL MN 55102 452845928 501(C)(3) 10000 0 HEALTH AND HUMAN SERVICES OWATONNA PUBLIC SCHOOLS 515 W BRIDGE STREET OWATONNA MN 55060 521612613 GOVERNMENT 10000 0 EDUCATION NEXUS FOUNDATION FOR FAMILY HEALING 505 HIGHWAY 169 N STE 500 PLYMOUTH MN 55441 832534015 501(C)(3) 10000 0 YOUTH & FAMILIES LISTOS PRESCHOOL AND CHILDCARE 1503 2ND AVE NE ROCHESTER MN 55906 410846795 501(C)(3) 10000 0 EDUCATION 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 DOC'S RECOVERY HOUSE 1821 RESTORATION ROAD SW ROCHESTER MN 55902 812012220 501(C)(3) 10000 0 HEALTH AND HUMAN SERVICES SWAN VALLEY CONNECTION 6887 MT-83 CONDON MT 59826 810512368 501(C)(3) 10000 0 ENVIRONMENT OIL AND WATER DON'T MIX CO MICHIGAN ENVIRONMENTAL COUNCIL 602 W IONIA STREET LANSING MI 48933 382517980 501(C)(3) 10000 0 ENVIRONMENT NURSES FOR NEWBORNS 3 SUNNEN DRIVE ST LOUIS MO 63143 431601329 501(C)(3) 10000 0 HEALTH AND HUMAN SERVICES BICYCLE ALLIANCE OF MINNESOTA 3745 MINNEHAHA AVE MINNEAPOLIS MN 55406 411719332 501(C)(3) 10000 0 RECREATION WORLD CENTRAL KITCHEN ATTN DONOR SERVICES TEAM 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 273521132 501(C)(3) 10000 0 HEALTH AND HUMAN SERVICES FLOW 440 WEST FRONT STREET SUITE 100 TRAVERSE CITY MI 496842265 454370935 501(C)(3) 10000 0 ENVIRONMENT GIFT OF LIFE TRANSPLANT HOUSE 705 2ND ST SW ROCHESTER MN 55902 411495845 501(C)(3) 9750 0 HEALTH AND HUMAN SERVICES CHATFIELD HIGH SCHOOL C/O ED HARRIS SUPERINTENDENT 205 UNION STREET NE CHATFIELD MN 55923 416001078 GOVERNMENT 9370 0 EDUCATION 125 LIVE 125 ELTON HILLS DRIVE NW ROCHESTER MN 55901 410848660 501(C)(3) 9200 0 SENIOR SERVICES PAX CHRISTI CATHOLIC CHURCH 4135 18TH AVENUE NW ROCHESTER MN 55901 411532400 501(C)(3) 8850 0 RELIGIOUS ST AMBROSE UNIVERSITY 518 W LOCUST STREET DAVENPORT IA 52803 420703280 501(C)(3) 8619 0 EDUCATION BETHEL LUTHERAN CHURCH 810 3RD AVE SE ROCHESTER MN 559047394 410713886 501(C)(3) 8600 0 RELIGIOUS ROTARY CLUB OF ROCHESTER FOUNDATION PO BOX 7566 ROCHESTER MN 55903 411628263 501(C)(3) 8266 0 COMMUNITY DEVELOPMENT 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) 7990 0 EDUCATION KASSON-MANTORVILLE PUBLIC SCHOOLS 101 16TH STREET NE KASSON MN 55944 416008530 GOVERNMENT 7500 0 EDUCATION OLMSTED OUTREACH PO BOX 882 ROCHESTER MN 55902 411941871 501(C)(3) 7442 0 COMMUNITY DEVELOPMENT TABITHA'S HEART PO BOX 382 HUTCHINSON MN 55350 651308656 501(C)(3) 7200 0 RELIGIOUS GREATER EUROPEAN MISSION ATTN GARY DEGRAAF PO BOX 1669 MONUMENT CO 801321669 362345199 501(C)(3) 7200 0 RELIGIOUS CAMPUS CRUSADE FOR CHRIST 100 LAKE HART DRIVE ORLANDO FL 32832 956006173 501(C)(3) 7200 0 RELIGIOUS MISSOURI WESTERN STATE UNIVERSITY FOUNDATION 4525 DAWNS DRIVE SPRATT HALL 111 SAINT JOSEPH MO 64507 431234200 501(C)(3) 7000 0 EDUCATION BENEDICTINE FOUNDATION - ROCHESTER MADONNA TOWERS 4001 19TH AVE NW ROCHESTER MN 55901 411809914 501(C)(3) 6810 0 HEALTH AND HUMAN SERVICES SPARK A PLACE OF PLAY 1201 12TH STREET SW SUITE 632 ROCHESTER MN 55902 842749957 501(C)(3) 6500 0 EDUCATION OMC REGIONAL FOUNDATION 210 9TH ST SE ROCHESTER MN 559046425 260022777 501(C)(3) 6500 0 HEALTH AND HUMAN SERVICES ROCHESTER PUBLIC SCHOOLS INDEPENDENT SCHOOL DISTRICT 535 615 7TH ST SW ROCHESTER MN 55902 416002803 GOVERNMENT 6000 0 EDUCATION TRI COUNTY PHEASANTS FOREVER - CHAPTER 4 PO BOX 6225 ROCHESTER MN 55903 411429149 501(C)(3) 6000 0 RECREATION ROCHESTER POLICE DEPARTMENT 101 4TH STREET SE ROCHESTER MN 55904 416005494 GOVERNMENT 6000 0 COMMUNITY DEVELOPMENT MANTORVILLE RESTORATION ASSOCIATION PO BOX 202 MANTORVILLE MN 55955 416056629 501(C)(3) 6000 0 COMMUNITY DEVELOPMENT BEAR CREEK SERVICES 3108 US 52 ROCHESTER MN 55901 411390671 501(C)(3) 5650 0 DISABILITY SERVICES DAV OF MINNESOTA FOUNDATION ATTN CHAPTER 28 PO BOX 6226 ROCHESTER MN 55903 411721688 501(C)(3) 5640 0 DISABILITY SERVICES ROCHESTER PUBLIC SCHOOL FOUNDATION 201 8TH STREET NW ROCHESTER MN 559016820 411628288 501(C)(3) 5600 0 EDUCATION HIAWATHA HOMES FOUNDATION 1820 VALKYRIE DR NW ROCHESTER MN 559012441 411453827 501(C)(3) 5550 0 DISABILITY SERVICES BARBERSHOP AND SOCIAL SERVICES 3270 19TH STREET NW SUITE 207 ROCHESTER MN 55901 831558495 501(C)(3) 5500 0 HEALTH AND HUMAN SERVICES B'NAI ISRAEL SYNAGOGUE 150 7TH AVENUE SW ROCHESTER MN 55902 237305164 501(C)(3) 5390 0 RELIGIOUS 125 0 SCHOLARSHIPS 42 79400 0 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. AN ORGANIZATION MAY APPLY FOR A GRANT ONCE DURING EACH CALENDAR YEAR. 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 121162 40387 0 0 4061 1354 6103 2034 767 256 132093 44031 0 0 X 26 1039597 FMV 0 0 1 1 PART I, COLUMN (B): REPORTING THE 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 THE PROCEEDS ARE TRANSFERRED TO A MONEY MARKET ACCOUNT. 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 PRESIDENT OF 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 PRESIDENT. 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 PRESIDENT OF ROCHESTER AREA FOUNDATION USING COMPARABILITY DATA FROM THE MINNESOTA COUNCIL OF FOUNDATIONS AND OTHER SALARY STUDIES. COMPENSATION REVIEWS WERE DONE IN SEPTEMBER AND OCTOBER 2024. COMPENSATION ADJUSTMENTS WERE MADE, AND MEMOS WERE GIVEN TO STAFF AT THE END OF 2024. COMPENSATION ADJUSTMENTS WERE EFFECTIVE AT THE BEGINNING OF 2025. 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 UNDER A COMMON PAYMASTER, ROCHESTER AREA FOUNDATION (EIN: 41-6017740). 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 XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST 75,010. 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 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 FIRST HOMES PROPERTIES B 700075 FAIR MARKET VALUE FIRST HOMES PROPERTIES N 155203 FAIR MARKET VALUE FIRST HOMES PROPERTIES O 333111 FAIR MARKET VALUE