TY 2014 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) JOHN E BABCOCK........................................................................ VICE CHAIR	2.00 .......................	X	X	0	0
(2) MAYULI BALES........................................................................ TRUSTEE	1.00 .......................	X		0	0
(3) CHARLES BLACK LANCE........................................................................ TRUSTEE	1.00 .......................	X		0	0
(4) REGGIE CLOW........................................................................ TRUSTEE	1.00 .......................	X		0	0
(5) LINDA EICH DESJARDINS........................................................................ TRUSTEE	1.00 .......................	X		0	0
(6) PAT GORHAM........................................................................ TRUSTEE	1.00 .......................	X		0	0
(7) LEE HANSON........................................................................ TRUSTEE	1.00 .......................	X		0	0
(8) LARRY KORF........................................................................ CHAIR	2.00 .......................	X	X	0	0
(9) DAN MEYER........................................................................ TRUSTEE	1.00 .......................	X		0	0
(10) EARL POTTER........................................................................ TRUSTEE	1.00 .......................	X		0	0
(11) TRACI TAPANI........................................................................ TRUSTEE	1.00 .......................	X		0	0
(12) WAYNE WOLDEN........................................................................ TRUSTEE	1.00 .......................	X		0	0
(13) JOHN J BABCOCK........................................................................ TRUSTEE	1.00 .......................	X		0	0
(14) RICK BAUERLY........................................................................ TRUSTEE	1.00 .......................	X		0	0
(15) STEVE SHURTS........................................................................ TRUSTEE	1.00 .......................	X		0	0
(16) KATHY GAALSWYK........................................................................ PRESIDENT	40.00 .......................		X	165,566	16,847
(17) LYNN BUSHINGER........................................................................ CFO/TREASURER	40.00 .......................		X	89,384	15,260

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.	(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,690,603	1,690,603
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ....	233,765	233,765
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............
4	Benefits paid to or for members ....
5	Compensation of current officers, directors, trustees, and key employees ....	287,057	91,207	150,247	45,603
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages ....	1,195,470	792,306	229,076	174,088
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	40,513	28,255	5,946	6,312
9	Other employee benefits .......	187,132	107,205	52,552	27,375
10	Payroll taxes ...........	104,242	63,560	25,529	15,153
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	26,261	6,992	10,636	8,633
c	Accounting ...........	26,669		26,669
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	27,915		27,915
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....	139,425	127,056	7,764	4,605
12	Advertising and promotion ....	11,874	11,511		363
13	Office expenses .......	77,718	50,353	12,786	14,579
14	Information technology ......	103,515	66,578	23,341	13,596
15	Royalties ..
16	Occupancy ...........	48,057	28,834	10,573	8,650
17	Travel ............	60,549	41,728	11,518	7,303
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	28,525	7,297	16,461	4,767
20	Interest ...........	38,720	38,651	38	31
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....	123,890	86,421	25,576	11,893
23	Insurance ..............	13,669	8,022	3,221	2,426
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	IQ MAGAZINE	217,659	217,659
b	OTHER EXPENSES	193,867	131,653	35,288	26,926
c	BAD DEBT EXPENSES	104,427	98,169	36	6,222
d	VOLUNTEER TRAVEL & TRNG	20,187	20,187
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	5,001,709	3,948,012	675,172	378,525
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............	372,412	1	1,122,093
2	Savings and temporary cash investments .........	2,146,889	2	1,676,946
3	Pledges and grants receivable, net ...........	1,849,857	3	1,170,299
4	Accounts receivable, net .............	128,869	4	79,788
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
			5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
			6
7	Notes and loans receivable, net .............	6,384,718	7	7,494,883
8	Inventories for sale or use ..............		8
9	Prepaid expenses and deferred charges ..........	57,486	9	78,006
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,181,272
b	Less: accumulated depreciation .....	10b	1,141,977	2,078,710	10c	2,039,295
11	Investments—publicly traded securities ..........	46,533,724	11	47,763,314
12	Investments—other securities. See Part IV, line 11 .....	1,243,397	12	1,494,690
13	Investments—program-related. See Part IV, line 11 .....		13
14	Intangible assets ...............		14
15	Other assets. See Part IV, line 11 ...........		15
16	Total assets. Add lines 1 through 15 (must equal line 34)......	60,796,062	16	62,919,314
	17	Accounts payable and accrued expenses .........	301,792	17	278,098
18	Grants payable .................	65,145	18	187,075
19	Deferred revenue ................	354,866	19	932,832
20	Tax-exempt bond liabilities .............		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..	163,258	21	190,889
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..	1,736,200	23	1,619,930
24	Unsecured notes and loans payable to unrelated third parties ....	1,676,006	24	1,802,126
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................	10,449	25	903
26	Total liabilities. Add lines 17 through 25.........	4,307,716	26	5,011,853
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	32,728,644	27	33,393,433
28	Temporarily restricted net assets ...........	5,115,817	28	5,038,366
29	Permanently restricted net assets ...........	18,643,885	29	19,475,662
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	56,488,346	33	57,907,461
34	Total liabilities and net assets/fund balances ........	60,796,062	34	62,919,314

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

INITIATIVE FOUNDATION

Employer identification number

36-3451562

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations .............................

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2014

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	3,326,324	4,760,744	5,705,748	4,618,008	3,206,357	21,617,181
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	3,326,324	4,760,744	5,705,748	4,618,008	3,206,357	21,617,181
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						6,627,849
6	Public support. Subtract line 5 from line 4.						14,989,332

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
7	Amounts from line 4..	3,326,324	4,760,744	5,705,748	4,618,008	3,206,357	21,617,181
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	957,818	993,346	1,002,013	885,151	900,791	4,739,119
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..			157,415	196,996	124,428	478,839
11	Total support Add lines 7 through 10.						26,835,139

Gross receipts from related activities, etc. (see instructions) ..................

3,043,759

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 6, column (f) divided by line 11, column (f)) .........

55.860 %

Public support percentage for 2013 Schedule A, Part II, line 14 ...............

54.260 %

16a

33 1/3% support test—2014. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2013. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2013 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2014 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2013 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2014. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2013. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Schedule A (Form 990 or 990-EZ) 2014

Page 5

Part IV

Supporting Organizations (continued)

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2014

Page 6

Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1. Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6
7	Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2014

Page 7

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2014 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2014	(iii) Distributable Amount for 2014
1 Distributable amount for 2014 from Section C, line 6
2 Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2014 distributable amount
i Carryover from 2009 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2014 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2014 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2015. Add lines 3j and 4c.
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......
e From 2014.......

Schedule A (Form 990 or 990-EZ) (2014)

Schedule A (Form 990 or 990-EZ) 2014

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	BAD DEBT RECOVERIES - 2012 AMOUNT: $ 157,415. 2013 AMOUNT: $ 196,996. 2014 AMOUNT: $ 116,029. OTHER INCOME - 2014 AMOUNT: $ 8,399.

Schedule A (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Name of the organization

INITIATIVE FOUNDATION

Employer identification number

36-3451562

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

Name of organization INITIATIVE FOUNDATION

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization INITIATIVE FOUNDATION

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
INITIATIVE FOUNDATION

Employer identification number

36-3451562

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

INITIATIVE FOUNDATION

Employer identification number

36-3451562

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	15
2	Aggregate value of contributions to (during year)	62,705
3	Aggregate value of grants from (during year)	118,825
4	Aggregate value at end of year ........	2,028,912

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2014

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....	45,523,288	39,756,935	35,130,803	35,288,810	31,916,844
b	Contributions ........	1,076,855	1,166,007	1,357,998	1,494,740	739,709
c	Net investment earnings, gains, and losses	2,265,355	6,466,873	4,694,009	-547,680	3,885,690
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........	1,634,835	1,866,527	1,425,875	1,077,067	1,253,433
f	Administrative expenses ....
g	End of year balance ......	47,230,663	45,523,288	39,756,935	35,130,803	35,288,810

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

52.360 %

Permanent endowment SchDMd Bullet

41.280 %

Temporarily restricted endowment SchDMd Bullet

6.360 %

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	774,800		774,800
b	Buildings ................	1,768,659	648,248	1,120,411
c	Leasehold improvements ............
d	Equipment ................	637,813	493,729	144,084
e	Other .................
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				2,039,295

Schedule D (Form 990) 2014

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes
LOAN GUARANTEE LIABILITY		343
CAPITAL LEASE PAYABLE		560







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		903
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2014

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	6,336,035
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-1,537,151
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-1,537,151
3	Subtract line 2e from line 1.....................			3	7,873,186
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	84,789
c	Add lines 4a and 4b.......................			4c	84,789
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	7,957,975

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	4,916,920
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	-84,789
e	Add lines 2a through 2d......................			2e	-84,789
3	Subtract line 2e from line 1.....................			3	5,001,709
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.......................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	5,001,709

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART IV, LINE 2B:	THE FOUNDATION HOLDS FUNDS TRANSFERRED TO THEM FROM OTHER ORGANIZATIONS FOR INVESTMENT MANAGEMENT PURPOSES. THE FUNDS ARE TO BE DISTRIBUTED BACK TO THESE ORGANIZATIONS AS THEY REQUEST THEM. THE FOUNDATION HAS NO VARIANCE POWER OVER THE FUNDS.
PART V, LINE 4:	BOARD DESIGNATED ENDOWMENT FUNDS PROVIDE PROGRAM AND OPERATING SUPPORT FOR THE INITIATIVE FOUNDATION'S MISSION SPECIFIC WORK. DONOR DESIGNATED ENDOWMENT FUNDS DEVELOP COMMUNITY RESOURCES TO ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES THROUGH VARIOUS COMMUNITIES IN MINNESOTA. SOME DONOR DESIGNATED ENDOWMENT FUNDS ARE ALSO USED TO PROVIDE SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS PURSUING POST SECONDARY EDUCATION, TO AWARD GRANTS THAT PROMOTE VARIOUS INTIATIVES PURSUED BY THE DONOR, AND TO SUPPORT ORGANIZATIONS CONDUCTING VARIOUS CHARITABLE ACTIVITIES.
PART X, LINE 2:	THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX CODES, AND THEREFORE THE FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES. CONTRIBUTIONS TO THE FOUNDATION QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX WITH RESPECT TO ADVERTISING INCOME AND INCOME FROM INVESTMENT IN PARTNERSHIPS. THE FOUNDATION'S 2011-2013 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE FOUNDATION FILES AS A TAX EXEMPT ORGANIZATION, SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES -31,240. BAD DEBT RECOVERIES 116,029.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES 31,240. BAD DEBT RECOVERIES -116,029.

Schedule D (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Information about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization
INITIATIVE FOUNDATION

Employer identification number

36-3451562

Part I

Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ

filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

Yes

If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total .................

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2014

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 TRCF GOLF EVENT (event type)	(b) Event #2 TRCF CONCERT ON THE COURSE (event type)	(c) Other events 1 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . .	43,422	12,120	13,452	68,994
2	Less: Contributions . .	7,766			7,766
3	Gross income (line 1 minus line 2) . . .	35,656	12,120	13,452	61,228
4	Cash prizes . . .
5	Noncash prizes . .			2,950	2,950
6	Rent/facility costs . .	5,655	3,855	775	10,285
7	Food and beverages .	2,091		1,604	3,695
8	Entertainment . . .		6,650		6,650
9	Other direct expenses .	931	3,415	3,314	7,660
10	Direct expense summary. Add lines 4 through 9 in column (d) ...........				31,240
11	Net income summary. Subtract line 10 from line 3, column (d)...........				29,988

Part III

Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

(a) Bingo

(b) Pull tabs/Instant
bingo/progressive bingo

(c) Other gaming

(d) Total gaming (add col.(a) through col.(c))

Gross revenue . . . .

Cash prizes . . . .

Non-cash prizes . . .

Rent/facility costs . . .

Other direct expenses . .

Volunteer labor . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? ............

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2014

Page 3

Does the organization conduct gaming activities with nonmembers? .................

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? ..........................

YesNo

Indicate the percentage of gaming activities conducted in:

The organization's facility ......................

13a

An outside facility ........................

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? ......................................

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? ............................

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization
INITIATIVE FOUNDATION

Employer identification number
36-3451562

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ADVOCATES AGAINST DOMESTIC ABUSE PO BOX 153 AITKIN,MN56431	41-1543099	501(C)(3)	10,000	TO ADVANCE THE GOALS DEVELOPED DURING PARTICIPATION IN THE TOP FINANCIAL RESILIENCY THROUGH SOCIAL ENTERPRISE PROGRAM.
(2) AMHERST WILDER FOUNDATION 451 LEXINGTON PARKWAY NORTH SAINT PAUL,MN55104	41-0693889	501(C)(3)	5,000	TO MAINTAIN AND ENHANCE MINNESOTA COMPASS (WWW.MNCOMPASS.ORG), A WEBSITE WHICH PRESENTS SUMMARY STATISTICS, AND TRACKS AND ANALYZES TRENDS IN AREAS THAT AFFECT THE QUALITY OF LIFE IN GREATER MINNESOTA. THE MINNESOTA COMPASS WEBSITE NOW OFFERS DATA AT THE COMMUNITY LEVEL FOR ALL CITIES WITH A POPULATION OF GREATER THAN 1,000 RESIDENTS.
(3) ANDERSON CENTER 122 12TH AVENUE NORTH SUITE 102 ST CLOUD,MN56303	41-1911774	501(C)(3)	10,000	TO INCREASE ACCESSIBILITY TO HIGH QUALITY TRAINING THAT SUPPORTS NEW AND EXPANDING BUSINESSES IN GREATER MINNESOTA. NEW AND EXPANDING COMPANIES OFTEN WITH STRUGGLE ISSUES RELATED TO FINANCE, MARKETING, STRATEGY, SUCCESSION PLANNING, AND A RANGE OF OTHER ISSUES; THE ANDERSON CENTER PROVIDES OPPORTUNITIES TO LEARN FROM EXPERTS IN THESE AREAS AND MORE. TO LEARN MORE ABOUT SPECIFIC OFFERINGS AND SCHEDULES VISIT: HTTP://ANDERSON-CENTER.ORG.
(4) ARC MIDSTATE PO BOX 251 ST CLOUD,MN56302	23-7577023	501(C)(3)	10,000	TO ADVANCE THE GOALS DEVELOPED DURING PARTICIPATION IN THE TOP FINANCIAL RESILIENCY THROUGH SOCIAL ENTERPRISE PROGRAM.
(5) BESTPREP 7100 NORTHLAND CIRCLE NORTH SUITE 402 BROOKLYN PARK,MN55428	41-1265355	501(C)(3)	5,000	TO PROVIDE SCHOLARSHIPS TO A RESIDENTIAL SUMMER ENTREPRENEURSHIP PROGRAM AT ST. CLOUD STATE FOR HIGH SCHOOL STUDENTS FROM CENTRAL MINNESOTA. STUDENTS SPEND A WEEK WITH BUSINESS LEADERS IN ORDER TO LEARN ABOUT BUSINESS, LEADERSHIP, CAREER OPTIONS, AND FINANCIAL LITERACY.
(6) BOYS & GIRLS CLUB OF ELK RIVER 905 6TH STREET NW ELK RIVER,MN55330	41-1888447	501(C)(3)	5,000	TO DELIVER CAREER LAUNCH PROGRAM, DESIGNED TO EMPOWER YOUTH IN GAINING VALUABLE WORK SKILLS IN ORDER TO OBTAIN FUTURE EMPLOYMENT.
(7) BOYS & GIRLS CLUB OF THE LEECH LAKE AREA PO BOX 817 CASS LAKE,MN56633	41-1929446	501(C)(3)	5,000	TO SUPPORT THE DEVELOPMENT OF A STRATEGIC PLAN TO CULTIVATE NEW DONORS, HOST RECEPTIONS, AND OTHERWISE EXPLORE AND DEVELOP THE BASE OF LOCAL SUPPORT FOR THIS CRITICAL PROGRAM WHICH PROVIDES AFTER-SCHOOL PROGRAMMING FOR CHILDREN AND YOUNG ADULTS IN THE CASS LAKE COMMUNITY.
(8) BOYS & GIRLS CLUBS OF CENTRAL MN 345 30TH AVE N SAINT CLOUD,MN56303	41-1245177	501(C)(3)	5,000	TO DELIVER CAREER LAUNCH PROGRAM, DESIGNED TO EMPOWER YOUTH IN GAINING VALUABLE WORK SKILLS IN ORDER TO OBTAIN FUTURE EMPLOYMENT.
(9) BRAINERD BAXTER YOUTH CENTER 723 WASHINGTON STREET BRAINERD,MN56401	27-2547560	501(C)(3)	5,000	TO SUPPORT THE DEVELOPMENT OF THIS PROGRAM THAT PROVIDES OPPORTUNITIES TO LEARN THE WORLD OF COMPUTERS AND GIVE YOUTH AND YOUNG ADULTS A HAND UP TOWARD IT SKILLS DEVELOPMENT FOR BOTH POST SECONDARY EDUCATION AND CAREERS WITHIN OUR REGION.
(10) BRAINERD LAKES AREA CHAMBER OF COMMERCE EDUCATION ASSOCIATION 124 NORTH SIXTH STREET BRAINERD,MN56401	41-1787694	501(C)(3)	5,000	TO IDENTIFY SUCCESSFUL STRATEGIES FOR SUPPORTING LOCAL PURCHASING EFFORTS, AND ADAPT THESE TO BEST FIT THE NEEDS AND OPPORTUNITIES OF COMMUNITIES IN CROW WING COUNTY. THIS PROGRAM REPRESENTS A PARTNERSHIP WITH THE HERBERGER SCHOOL OF BUSINESS AT ST. CLOUD STATE UNIVERSITY, THE BRAINERD LAKES AREA DEVELOPMENT CORPORATION, AND THE CHAMBERS OF COMMERCE IN CUYUNA LAKES, CROSSLAKE, NISSWA, AND PEQUOT LAKES.
(11) BRAINERD LAKES AREA ECONOMIC DEVELOPMENT CORP 124 NORTH 6TH STREET BRAINERD,MN56401	41-1543292	501(C)(3)	10,000	TO PROVIDE CONTINUED SUPPORT FOR THE EXECS BUSINESS MENTORING PROGRAM FOR SMALL BUSINESSES IN THE BRAINERD LAKES AREA, AND TO RETAIN A CONSULTANT TO IDENTIFY OPPORTUNITIES AND CHALLENGES ASSOCIATED WITH ECONOMICALLY VIABLE DEVELOPMENT OF MINERAL DEPOSITS IN THE CUYUNA RANGE NEAR CROSBY AND IRONTON.
(12) BRIDGES OF HOPE PO BOX 742 BRAINERD,MN56401	72-1538846	501(C)(3)	5,000	TO ENHANCE CLIENT SERVICES IN CROW WING COUNTY AND SURROUNDING COMMUNITIES, BY ASSESSING CURRENT ORGANIZATIONAL PROCEDURES AND DESIGNING NEW, COMPLIMENTARY ELECTRONIC PROCESSES TARGETING EFFICIENCY.
(13) CASA GUADALUPE MULTICULTURAL COMMUNITY 22 5TH AVE N COLD SPRING,MN56320	27-3671916	501(C)(3)	10,000	TO ADDRESS THE NEED FOR EDUCATION, PREVENTION, AND BEST PRACTICES IN ORAL HEALTH FOR REFUGEE AND IMMIGRANT FAMILIES. THE PRIMARY SUBJECTS ARE YOUNG CHILDREN, THUS THIS PROGRAM WILL ALSO SEEK TO CONNECT FAMILIES TO APPROPRIATE DENTAL HEALTH CARE PROVIDERS.
(14) CASA GUADALUPE MULTICULTURAL COMMUNITY 22 5TH AVE N COLD SPRING,MN56320	27-3671916	501(C)(3)	5,000	NON-CAPITAL COSTS ASSOCIATED WITH SITE CLEANUP AND PREPARATION OF A REGIONAL FOOD SHELF FACILITY PROJECTED TO SERVE MORE THAN 1400 PEOPLE IN 2014.
(15) CENTER FOR SERVICE-LEARNING & SOCIAL CHANGE 821 22ND AVENUE N PO BOX 2352 SAINT CLOUD,MN56302	68-0568918	501(C)(3)	5,000	TO DEVELOP AND DELIVER LEARNING-AND-ACTION BASED PROGRAMMING ABOUT POVERTY AND POVERTY MITIGATION TO UNDER-SERVED YOUTH IN THE ST. CLOUD AREA.
(16) CENTRAL LAKES COLLEGE FOUNDATION 501 W COLLEGE DR BRAINERD,MN56401	23-7007111	501(C)(3)	10,000	TO SUPPORT TECHNICAL ASSISTANCE AND CONSULTING TO NEW AND EXPANDING SMALL BUSINESSES INCLUDING PLANNING, MARKETING, CASH FLOW MANAGEMENT, AND ACCESS TO CAPITAL. SERVICES PROVIDED BY THE SMALL BUSINESS DEVELOPMENT CENTER ARE COORDINATED THROUGH THE REGIONAL CENTER IN BRAINERD, BUT MAY ALSO BE ACCESSED THROUGH SATILLITE OFFICES IN BACKUS, CAMBRIDGE, LONG PRAIRIE, NORTH BRANCH, AND PINE CITY.
(17) CENTRAL MN COUNCIL ON AGING 1301 WEST SAINT GERMAIN SUITE 101 SAINT CLOUD,MN56301	36-3338395	501(C)(3)	7,500	TO HOST A SERIES OF HEALTH SCREENING OPPORTUNITIES IN SAUK RAPIDS, ST. JOSEPH, WAITE PARK AND SARTELL, A WELLNESS FAIR AT THE WHITNEY SENIOR CENTER IN ST. CLOUD, AND A VARIETY OF CLASSES, ORGANIZED ACTIVITIES FOR ACTIVE SENIORS. THIS PROJECT WAS FUNDED IN PART BY THE GREATER ST. CLOUD AREA COMMUNITY PRIORITIES INITIATIVE, A COLLABORATIVE FUND OF THE CENTRAL MINNESOTA COMMUNITY FOUNDATION AND THE INITIATIVE FOUNDATION.
(18) CENTRAL MN SUSTAINABILITY PROJECT PO BOX 7154 ST CLOUD,MN56302	27-0698641	501(C)(3)	5,000	TO PROVIDE WORKFORCE DEVELOPMENT TRAINING AND SUPPORT FOR UP TO THREE UNDERSERVED MARKET GARDEN APPRENTICES IN THE TALAHI, LACRUZ AND ST. JOSEPH NEIGHBORHOODS.
(19) CHILDREN'S DAY MONTESSORI INC 3124 SOUTHWAY DR SAINT CLOUD,MN56301	41-1674251	501(C)(3)	10,000	TO ADVANCE THE GOALS DEVELOPED DURING PARTICIPATION IN THE TOP FINANCIAL RESILIENCY THROUGH SOCIAL ENTERPRISE PROGRAM.
(20) CHILDREN'S DENTAL SERVICES INC 636 BROADWAY STREET NORTHEAST MINNEAPOLIS,MN55413	41-0857929	501(C)(3)	5,000	TO PROVIDE HANDS-ON EDUCATION AND EMPLOYMENT TRAINING TO 10 DISADVANTAGED AND DISPLACED WORKERS. CHILDREN'S DENTAL WILL ALSO ADDRESS THE CRITICAL NEED OF ACCESS TO DENTAL CARE TO LOW INCOME CHILDREN AND PREGNANT WOMAN BY EXPANDING THEIR SERVICES IN CENTRAL MINNESOTA.
(21) CITY OF CROSSLAKE 37028 COUNTY ROAD 66 CROSSLAKE,MN56442	41-6005624	UNIT OF GOVERNMENT	5,000	TO REVIEW AND UPDATE CITY ZONING ORDINANCES AND PLANNING PROCEDURES USING CROW WING COUNTY PLANNING DEPARTMENT AS A SOURCE OF CONSULTING AND EXPERTISE. THIS GRANT WILL SUPPORT RETENTION OF A CONSULTANT (SUMPTION ENVIRONMENTAL), AS WELL AS PUBLIC INPUT.
(22) CITY OF FOLEY 251 4TH AVENUE N PO BOX 709 FOLEY,MN56329	41-6005163	UNIT OF GOVERNMENT	20,000	TO PROVIDE SUPPORT FOR THE IMPLEMENTATION OF PROJECTS THAT CAME OUT OF THE FOLEY THRIVING COMMUNITIES INITIATIVE PROGRAM. AREAS OF WORK WILL INCLUDE; INCREASING SOCIAL INTERACTION AND CIVIC INVOLVEMENT, MULTI MODAL TRANSPORTATION SAFETY, REVITALIZING THE DOWNTOWN, BUSINESS RETENTION AND EXPANSION, EXPOSING YOUTH TO JOB OPPORTUNITIES AND SKILL DEVELOPMENT, AND THE PROMOTION AND EXPANSION OF RECREATIONAL OPPORTUNITIES.
(23) CITY OF ISANTI 110 1ST AVENUE NW PO BOX 428 ISANTI,MN55040	41-6009098	UNIT OF GOVERNMENT	5,000	TO SUPPORT PUBLIC INPUT AND COSTS ASSOCIATED WITH DESIGN OF A BMX FACILITY ON THE ISANTI PARKWAY. PRELIMINARY PROJECTIONS ESTIMATE THAT 80,000 PEOPLE WILL ANNUALLY PARTICIPATE IN BMX RACING OR ATTEND AS SPECTATORS FOR SCHEDULED EVENTS. THE COMPLETED ENCLOSED FACILITY WILL BE A JOINT PROJECT OF THE CITY OF ISANTI AND THE RUM RIVER BMX ASSOCIATION.
(24) CITY OF LITTLE FALLS 100 NE 7TH AVE LITTLE FALLS,MN56345	41-6005321	UNIT OF GOVERNMENT	5,000	TO SUPPORT GRASSROOTS PROJECTS RESULTING FROM THE THRIVING COMMUNITIES INITIATIVE PLANNING PROCESS FACILITATED BY THE FOUNDATION AND SPONSORED BY MN POWER THIS SUMMER. THE TASK FORCE PROJECTS WILL FOCUS ON PROMOTING HEALTH, ENGAGING YOUTH, DEVELOPING TOURISM PROGRAMS AND ENCOURAGING SMALL BUSINESSES INCLUDING LOCAL FOODS.
(25) CITY OF MONTROSE 311 BUFFALO AVENUE SOUTH PO BOX 25 MONTROSE,MN55363	41-6008067	UNIT OF GOVERNMENT	5,000	TO SUPPORT AND EXPAND A BUSINESS RETENTION AND EXPANSION PROGRAM TO HELP IDENTIFY AND PRIORITIZE SPECIFIC ACTIVITIES THAT THE ECONOMIC DEVELOPMENT ASSOCIATION CAN PROVIDE TO BEST ASSIST THE COMMUNITIES PRIVATE SECTOR.
(26) CITY OF PINE CITY 315 MAIN STREET SOUTH SUITE 100 PINE CITY,MN55063	41-6005456	UNIT OF GOVERNMENT	5,000	TO PURCHASE 800 MHZ RADIOS FOR THE CITY OF PINE CITY'S FIRE DEPARTMENT TO ENSURE THE DEPARTMENT IS ABLE TO COMMUNICATE WITH COUNTY AND STATE OFFICIALS DURING EMERGENCIES.
(27) CITY OF RANDALL PO BOX 229 RANDALL,MN56475	41-6005477	UNIT OF GOVERNMENT	10,000	TO SUPPORT THE IMPLEMENTATION OF COMMUNITY PROJECTS, DEVELOPED THROUGH THE RANDALL THRIVING COMMUNITIES INITIATIVE, TO ATTRACT AND RETAIN BUSINESSES, BUILD THE QUALITY OF LIFE THROUGH IMPROVED AND EXPANDED COMMUNITY EVENTS AND INVOLVE YOUTH AND SENIORS IN PRESERVING THE HISTORY OF THE COMMUNITY WHILE EMBRACING NEW TECHNOLOGIES.
(28) CITY OF ROCKFORD 6031 MAIN STREET ROCKFORD,MN55373	41-6008780	UNIT OF GOVERNMENT	5,000	TO SUPPORT FEASIBILITY ANALYSIS AND DESIGN OF A NEW INDUSTRIAL PARK AND TECHNICAL ASSISTANCE TO IMPLEMENT ACTION STEPS RECOMMENDED BY A RECENT BUSINESS RETENTION AND EXPANSION PROGRAM.
(29) CITY OF RUSH CITY PO BOX 556 RUSH CITY,MN55069	41-6005508	UNIT OF GOVERNMENT	20,000	TO IMPLEMENT COMMUNITY PROJECTS THAT CAME OUT OF THE THRIVING COMMUNITIES INITIATIVES PROGRAM INCLUDING IMPROVING THE SUCCESS OF LOCAL BUSINESSES, INCREASING COMMUNITY OPPORTUNITIES FOR YOUTH AND WORKING ACROSS ORGANIZATIONS TO BETTER MARKET THE COMMUNITY AND THE OPPORTUNITIES THAT EXIST FOR SOCIAL CONNECTIONS AND COMMUNITY INVOLVEMENT.
(30) CITY OF WADENA 222 2ND ST SE PO BOX 30 WADENA,MN56482		UNIT OF GOVERNMENT	36,400	TO SUPPORT POST-TORNADO CONSTRUCTION OF A NEW WADENA REGIONAL WELLNESS CENTER WITH DESIGNATED FUNDS RAISED BY A LOCAL FUNDRAISING COMMITTEE.
(31) CITY OF WADENA 222 2ND ST SE PO BOX 30 WADENA,MN56482		UNIT OF GOVERNMENT	184,299	TO SUPPORT THE CONSTRUCTION OF THE WADENA REGIONAL WELLNESS CENTER.
(32) CITY OF WADENA 222 2ND ST SE PO BOX 30 WADENA,MN56482		UNIT OF GOVERNMENT	141,203	TO SUPPORT THE CREATION OF THE WADENA REGIONAL WELLNESS CENTER.
(33) CITY OF WADENA 222 2ND ST SE PO BOX 30 WADENA,MN56482		UNIT OF GOVERNMENT	7,190	TO SUPPORT THE CREATION OF THE WADENA REGIONAL WELLNESS CENTER.
(34) CITY OF WADENA 222 2ND ST SE PO BOX 30 WADENA,MN56482		UNIT OF GOVERNMENT	45,051	TO SUPPORT THE CREATION OF THE WADENA REGIONAL WELLNESS CENTER.
(35) CITY OF WADENA 222 2ND ST SE PO BOX 30 WADENA,MN56482		UNIT OF GOVERNMENT	43,999	TO SUPPORT THE WADENA REGIONAL WELLNESS CENTER.
(36) CITY OF WADENA 222 2ND ST SE PO BOX 30 WADENA,MN56482		UNIT OF GOVERNMENT	17,774	TO SUPPORT THE DEVELOPMENT OF THE WADENA REGIONAL WELLNESS CENTER.
(37) CITY OF WADENA 222 2ND ST SE PO BOX 30 WADENA,MN56482		UNIT OF GOVERNMENT	31,058	TO SUPPORT THE DEVELOPMENT OF THE WADENA REGIONAL WELLNESS CENTER.
(38) CITY OF WADENA 222 2ND ST SE PO BOX 30 WADENA,MN56482		UNIT OF GOVERNMENT	5,293	TO PROVIDE FOR URGENT (FOOD, SHELTER) CLOTHING NEEDS, SUPPORTING RELIEF AND CLEAN-UP EFFORTS, AND FACILITATE PLANNING AND PROJECTS RELATED TO DISASTER RELIEF IN THE AREA.
(39) CITY OF WADENA 222 2ND ST SE PO BOX 30 WADENA,MN56482		UNIT OF GOVERNMENT	41,311	TO SUPPORT THE DEVELOPMENT OF THE WADENA REGIONAL WELLNESS CENTER.
(40) CITY OF WAITE PARK 19 13TH AVENUE NORTH WAITE PARK,MN56387	41-6005608	UNIT OF GOVERNMENT	5,000	TO REVIEW AND UPDATE THE CITY'S COMPREHENSIVE PLAN TO BEST SUPPORT BUSINESS GROWTH AND EXPANSION BY ALIGNING LAND USES, INFRASTRUCTURE, AND VALUES OF THE PUBLIC.
(41) CLOVERLEAF YOUTH PARTNERSHIP DBA CYBER CAFE 210 JEFFERSON ST S PO BOX 214 WADENA,MN56482	41-2005594	501(C)(3)	5,000	TO PROVIDE CAPACITY-BUILDING AND PROGRAM SUPPORT FOR THE CYBER CAF - A SAFE, CHEMICAL-FREE SPACE WITH SUPPORTIVE PROGRAMMING FOR AREA YOUTH.
(42) CLOVERLEAF YOUTH PARTNERSHIP DBA CYBER CAFE 210 JEFFERSON ST S PO BOX 214 WADENA,MN56482	41-2005594	501(C)(3)	5,000	TO PARTICIPATE IN MAP FOR NONPROFITS' TECHNOLOGY ASSESSMENT AND PLANNING PROGRAM WHICH INCLUDES A COMPREHENSIVE ORGANIZATIONAL IT ASSESSMENT, RECOMMENDATIONS FOR IT IMPROVEMENTS, AND A STAFF DEVELOPMENT ANALYSIS AND TO SUPPORT IT UPGRADES RELATED TO ASSESSMENT FINDINGS. THIS IS A PROJECT OF THE INITIATIVE FOUNDATION'S THRIVING ORGANIZATIONS PARTNERSHIP PROGRAM.
(43) COMMUNITY LEGACIES FOUNDATION INC 600 MAIN STREET SOUTH SAUK CENTRE,MN56378	27-4791696	501(C)(3)	5,000	TO DEVELOP A TRAIL SYSTEM CONNECTING A COMMUNITY PARK THAT INCLUDES A SPLASH PAD AMENITY AS PART OF A LARGER PARK SYSTEM IN THE COMMUNITY.
(44) CROW WING COUNTY HOUSING AND REDEVELOPMENT AUTHORITY 324 EAST RIVER ROAD BRAINERD,MN56401	41-6005785	UNIT OF GOVERNMENT	5,000	TO SUPPORT A FEASIBILITY STUDY ANALYZING THE NEED AND OPPORTUNITY FOR A HOUSING DEVELOPMENT SPECIFICALLY AIMED AT HOUSING VETERAN AND ACTIVE MILITARY SERVICE MEMBERS AND THEIR FAMILIES.
(45) DEPOT STUDIOS 250 W MAIN ST PO BOX 741 ISLE,MN56342	41-1968861	501(C)(3)	5,000	TO PARTICIPATE IN MAP FOR NONPROFITS' TECHNOLOGY ASSESSMENT AND PLANNING PROGRAM WHICH INCLUDES A COMPREHENSIVE ORGANIZATIONAL IT ASSESSMENT, RECOMMENDATIONS FOR IT IMPROVEMENTS, AND A STAFF DEVELOPMENT ANALYSIS AND TO SUPPORT IT UPGRADES RELATED TO ASSESSMENT FINDINGS. THIS IS A PROJECT OF THE INITIATIVE FOUNDATION'S THRIVING ORGANIZATIONS PARTNERSHIP PROGRAM.
(46) ELK RIVER SCHOOL DISTRICT 815 HIGHWAY 10 ELK RIVER,MN55330	41-6003818	SCHOOL DISTRICT	5,000	TO SUPPORT THE ADDITION OF AN AUTISM SERVICE DOG FOR SALK MIDDLE SCHOOL SPECIAL EDUCATION CLASSROOM.
(47) EMPLOYMENT ENTERPRISES INC 307 9TH AVE NW PO BOX 303 LITTLE FALLS,MN56345	41-0966032	501(C)(3)	10,000	TO ADVANCE THE GOALS DEVELOPED DURING PARTICIPATION IN THE TOP FINANCIAL RESILIENCY THROUGH SOCIAL ENTERPRISE PROGRAM.
(48) FARMERS' LEGAL ACTION GROUP INC 6 WEST FIFTH STREET 650 SAINT PAUL,MN55102	36-3431212	501(C)(3)	5,000	TO PROVIDE LEGAL AND TECHNICAL TRAINING ON ISSUES RANGING FROM CREDIT, DISASTER ASSISTANCE, LEASES, LAND USE, DISCRIMINATION, INSURANCE, AND BUSINESS STRUCTURES.
(49) GOODWILLEASTER SEALS MN 553 FAIRVIEW AVENUE NORTH SAINT PAUL,MN55104	41-0706171	501(C)(3)	5,000	TO SUPPORT A PROGRAM WHICH DEVELOPS WORKFORCE SKILLS VALUABLE IN CALL CENTERS AND CUSTOMER SUPPORT. MANY PARTICIPANTS IN THIS PROGRAM EXPERIENCE SIGNIFICANT BARRIERS TO EMPLOYMENT, AND THOSE THAT COMPLETE THE TRAINING TYPICALLY GAIN WORK WHICH PROVIDES AN AVERAGE STARTING WAGE OF $10.41/HOUR.
(50) GREAT RIVER ARTS ASSOCIATION 122 1ST ST SE PO BOX 157 LITTLE FALLS,MN56345	41-1313017	501(C)(3)	5,000	TO PARTICIPATE IN MAP FOR NONPROFITS' TECHNOLOGY ASSESSMENT AND PLANNING PROGRAM WHICH INCLUDES A COMPREHENSIVE ORGANIZATIONAL IT ASSESSMENT, RECOMMENDATIONS FOR IT IMPROVEMENTS, AND A STAFF DEVELOPMENT ANALYSIS AND TO SUPPORT IT UPGRADES TO ASSESSMENT FINDINGS. THIS IS A PROJECT OF THE INITIATIVE FOUNDATION'S THRIVING ORGANIZATIONS PARTNERSHIP PROGRAM.
(51) GREAT RIVER FAMILY PROMISE PO BOX 592 ELK RIVER,MN55330	39-2074289	501(C)(3)	5,000	TO PROVIDE SUPPORT SERVICES TO FAMILIES FOR UP TO A YEAR AFTER THEY LEAVE THE TRANSITIONAL SHELTER.
(52) GREAT RIVER FAMILY PROMISE PO BOX 592 ELK RIVER,MN55330	39-2074289	501(C)(3)	5,000	TO PARTICIPATE IN MAP FOR NONPROFITS' TECHNOLOGY ASSESSMENT AND PLANNING PROGRAM WHICH INCLUDES A COMPREHENSIVE ORGANIZATIONAL IT ASSESSMENT, RECOMMENDATIONS FOR IT IMPROVEMENTS, AND A STAFF DEVELOPMENT ANALYSIS AND TO SUPPORT IT UPGRADES RELATED TO ASSESSMENT FINDINGS. THIS IS A PROJECT OF THE INITIATIVE FOUNDATION'S THRIVING ORGANIZATIONS PARTNERSHIP PROGRAM.
(53) GREATER ST CLOUD DEVELOPMENT CORPORATION PO BOX 1662 ST CLOUD,MN56302	45-2050341	501(C)(3)	7,500	TO RENEW OUR ANNUAL COMMITMENT TO THIS MEMBER-SUPPORTED ORGANIZATION OF COMMUNITY LEADERS THAT ARE DEDICATED TO ENHANCING AND EXPANDING THE ECONOMIC OPPORTUNITIES OF THE ST. CLOUD REGION.
(54) GREATER ST CLOUD DEVELOPMENT CORPORATION PO BOX 1662 ST CLOUD,MN56302	45-2050341	501(C)(3)	7,500	TO SUPPORT GENERAL OPERATIONS.
(55) GREATER ST CLOUD DEVELOPMENT CORPORATION PO BOX 1662 ST CLOUD,MN56302	45-2050341	501(C)(3)	7,500	TO SUPPORT GENERAL OPERATIONS.
(56) HEARTLAND RANCH INC DBA HEARTLAND GIRLS' RANCH 185 HIGHWAY 9 NE BENSON,MN56215	41-1723574	501(C)(3)	5,000	TO ADVANCE THE GOALS DEVELOPED DURING PARTICIPATION IN THE TOP FINANCIAL RESILIENCY THROUGH SOCIAL ENTERPRISE PROGRAM.
(57) HELPING HANDS OUTREACH 101 PLYMOUTH ST PO BOX 293 HOLDINGFORD,MN56340	01-0697213	501(C)(3)	10,000	TO ADVANCE THE GOALS DEVELOPED DURING PARTICIPATION IN THE TOP FINANCIAL RESILIENCY THROUGH SOCIAL ENTERPRISE PROGRAM.
(58) HIS GIVERS 11230 18TH STREET PRINCETON,MN55371	45-2522371	501(C)(3)	5,000	TO DEVELOP A WORK AND LIFE SKILLS PROGRAM TO SERVE MILLE LACE AND SHERBURNE COUNTIES AND TO UPDATE AND REVISE HIS GIVERS' STRATEGIC PLAN.
(59) HOWA FAMILY CENTER PO BOX 1416 WALKER,MN56484	41-1851011	501(C)(3)	5,000	TO SUPPORT EXPANSION EFFORTS OF CURRENT KINSHIP YOUTH MENTORING PROGRAM.
(60) INDUSTRIES INCORPORATED 500 SOUTH WALNUT STREET MORA,MN55051	41-0915848	501(C)(3)	5,000	TO ASSIST ADULTS WITH DISABILITIES TO SUCCESSFULLY ENGAGE IN THE WORKFORCE. THE PROGRAM WILL COLLABORATE WITH LOCAL BUSINESSES TO BUILD ORGANIZATIONAL CAPACITY AND STRENGTHEN EMPLOYEE CORE SKILLS.
(61) ISANTI COUNTY HISTORICAL SOCIETY 33525 FLANDERS ST NE PO BOX 525 CAMBRIDGE,MN55008	41-1287313	501(C)(3)	5,000	TO PARTICIPATE IN MAP FOR NONPROFITS' TECHNOLOGY ASSESSMENT AND PLANNING PROGRAM WHICH INCLUDES A COMPREHENSIVE ORGANIZATIONAL IT ASSESSMENT, RECOMMENDATIONS FOR IT IMPROVEMENTS, AND A STAFF DEVELOPMENT ANALYSIS AND TO SUPPORT IT UPGRADES RELATED TO ASSESSMENT FINDINGS. THIS IS A PROJECT OF THE INITIATIVE FOUNDATION'S THRIVING ORGANIZATIONS PARTNERSHIP PROGRAM.
(62) KANABEC COUNTY 905 EAST FOREST AVENUE SUITE 127 MORA,MN55051	41-6005815	UNIT OF GOVERNMENT	10,000	TO SUPPORT ASSESSMENT, PLANNING AND EVALUATION OF A PROPOSED MERGER OF THE PUBLIC HEALTH SERVICES PROVIDED BY PINE AND KANABEC COUNTIES. THIS EXPLORATION OF SHARED SERVICES SEEKS TO ACCOMMODATE INCREASED DEMAND FOR REGIONAL HEALTH AND HUMAN SERVICES AT THE VERY TIME THAT FINANCIAL RESOURCES ARE VERY LIMITED.
(63) LAKES & PINES COMMUNITY ACTION COUNCIL INC 1700 MAPLE AVENUE EAST MORA,MN55051	41-0900982	501(C)(3)	5,000	TO PARTNER WITH THE MINNESOTA HOUSING PARTNERSHIP TO CONDUCT A HOUSING NEEDS ANALYSIS FOR CHISAGO, ISANTI, KANABEC, MILLE LACS, AND PINE COUNTIES. LACK OF ACCESS TO AFFORDABLE HOUSING CAN LIMIT THE ABILITY OF EMPLOYERS TO RETAIN OR ATTRACT SKILLED WORKERS, AND THE HARD DATA COLLECTED BY THIS STUDY WILL HELP INFORM LOCAL POLICIES REGARDING HOUSING ISSUES.
(64) LAKES AREA HABITAT FOR HUMANITY POST OFFICE BOX 234 1110 WRIGHT STREET BRAINERD,MN56401	41-1659149	501(C)(3)	5,000	TO SUPPORT VOLUNTEER COORDINATION AND SITE PREPARATION TO ENABLE HABITAT TO BUILD THREE HOMES TO MARK THEIR 25TH ANNIVERSARY.
(65) LAKES AREA INTERFAITH CAREGIVERS PO BOX 2855 BAXTER,MN56425	13-4230071	501(C)(3)	5,000	TO SUPPORT LAIC'S VARIED SERVICES THAT HELP SENIORS AGE IN PLACE SAFELY AND HAPPILY.
(66) LAKES AREA RESTORATIVE JUSTICE PROJECT 424 NW 3RD ST BRAINERD,MN56401	55-0903543	501(C)(3)	5,000	TO ADVANCE PROFESSIONALLY FACILITATED RESTORATIVE GROUP CONFERENCING CIRCLES FOR FIRST-TIME JUVENILE CRIME OFFENDERS, IN ORDER TO IDENTIFY AND REPAIR HARM, AND MITIGATE THE INCIDENCE OF FUTURE OFFENSES.
(67) LAKES AREA YOUTH SERVICE BUREAU 244 NORTH LAKE STREET FOREST LAKE,MN55025	41-1322058	501(C)(3)	10,000	TO ADVANCE THE GOALS DEVELOPED DURING PARTICIPATION IN THE TOP FINANCIAL RESILIENCY THROUGH SOCIAL ENTERPRISE PROGRAM.
(68) LEECH LAKE FINANCIAL SERVICES 115 6TH STREET NW CASS LAKE,MN56633	46-2579700	501(C)(3)	10,000	TO HELP NATIVE AMERICAN FAMILIES AND ENTREPRENEURS TO ESTABLISH A CREDIT HISTORY AND GAIN THE SKILLS NEEDED TO ACHIEVE THEIR FINANCIAL GOALS. THE LONGER RANGE OBJECTIVE OF THIS PROJECT IS TO ENCOURAGE ENTREPRENEURS AND JOB CREATION ON THE LEECH LAKE RESERVATION.
(69) LEGALCORPS OF SAINT CLOUD 600 NICOLLET MALL SUITE 380 MINNEAPOLIS,MN55402	20-0792664	501(C)(3)	5,000	TO PROVIDE LEGAL SUPPORT AND TRAINING TO SMALL BUSINESSES AND NONPROFITS IN CENTRAL MINNESOTA.
(70) LITTLE FALLS SCHOOL DISTRICT 1001 5TH AVE SE LITTLE FALLS,MN56345	41-6002411	SCHOOL DISTRICT	5,200	TO SUPPORT THE LITTLE FALLS MENTORSHIP PROGRAM.
(71) LOVE INC HEARTLAND 318 RAILROAD AVE PO BOX 143 DELANO,MN55328	73-1713948	501(C)(3)	10,000	TO ADVANCE THE GOALS DEVELOPED DURING PARTICIPATION IN THE TOP FINANCIAL RESILIENCY THROUGH SOCIAL ENTERPRISE PROGRAM.
(72) LUTHERAN SOCIAL SERVICE OF MINNESOTA 1205 SIXTH AVENUE SOUTH 2 ST CLOUD,MN56301	41-0872993	501(C)(3)	5,000	TO REDUCE THE INCIDENCE OF MALTREATMENT OF YOUNG CHILDREN AND PROVIDE RELIEF TO PARENTS IN CRISIS BY OFFERING EMERGENCY CHILDCARE WITHIN A NETWORK OF LICENSED CHILD CARE PROVIDERS IN THE COMMUNITY.
(73) MILLE LACS HEALTH SYSTEM 200 ELM STREET N PO BOX A ONAMIA,MN56359	41-0785161	501(C)(3)	7,500	TO ADDRESS EARLY LITERACY SKILLS IN A HIGH POVERTY SCHOOL DISTRICT BY OFFERING FAMILY LITERACY NIGHTS AND FIELD TRIPS, REACH OUT AND READ (A MEDICAL BASED EARLY LITERACY PROJECT), DOLLY PARTON IMAGINATION LIBRARY AND SUMMER 'LITERACY INTENSIVE' SCHOOL READINESS CLASSES FOR CHILDREN AGES 4 AND 5.
(74) MN STATE VETERANS CEMETERY ASSOCIATION 15550 HWY 115 LITTLE FALLS,MN56345	41-1679519	501(C)(3)	6,000	TO SUPPORT THE VETERAN'S ART PROJECT AT CAMP RIPLEY.
(75) MN STATE VETERANS CEMETERY ASSOCIATION 15550 HWY 115 LITTLE FALLS,MN56345	41-1679519	501(C)(3)	5,350	TO SUPPORT THE VETERAN'S ART PROJECT AT THE MINNESOTA STATE VETERAN'S CEMETERY.
(76) MN STATE VETERANS CEMETERY ASSOCIATION 15550 HWY 115 LITTLE FALLS,MN56345	41-1679519	501(C)(3)	7,700	TO SUPPORT THE VETERAN'S ART PROJECT AT THE MINNESOTA STATE VETERAN'S CEMETERY.
(77) NATIONAL WILD TURKEY FEDERATION INC DBA PINE COUNTY THUNDERIN TOMS 9865 PINE SHORES DR PINE CITY,MN55063	58-2471188	501(C)(3)	5,000	TO PROVIDE OPERATING SUPPORT TO THE TEAM AND LOWER INDIVIDUAL COSTS OF PARTICIPATION FOR THE 2015 SEASON.
(78) OASIS CENTRAL MINNESOTA INC PO BOX 542 LITTLE FALLS,MN56345	41-1620395	501(C)(3)	5,000	TO PARTICIPATE IN MAP FOR NONPROFITS' TECHNOLOGY ASSESSMENT AND PLANNING PROGRAM WHICH INCLUDES A COMPREHENSIVE ORGANIZATIONAL IT ASSESSMENT, RECOMMENDATIONS FOR IT IMPROVEMENTS, AND A STAFF DEVELOPMENT ANALYSIS AND TO SUPPORT IT UPGRADES RELATED TO ASSESSMENT FINDINGS. THIS IS A PROJECT OF THE INITIATIVE FOUNDATION'S THRIVING ORGANIZATIONS PARTNERSHIP PROGRAM.
(79) PAUL BUNYAN ARBORETUM 14250 CONSERVATION DRIVE BRAINERD,MN56401	41-1269093	501(C)(3)	5,000	OPERATION GROW AND LEARN IS AN EDUCATIONAL AND WORK-BASED PROGRAM WHICH SUPPORTS YOUTH WITH DISABILITIES BY PROVIDING JOB SKILLS TRAINING AND COMMUNITY SERVICE OPPORTUNITIES. VOLUNTEER PARTICIPATION WILL INCLUDE TEACHING AND SUPERVISION PROVIDED BY MASTER GARDENERS, FACULTY FROM CENTRAL LAKES COLLEGE, AND MEMBERS OF THE NORTHLAND ARBORTEUM.
(80) PILLAGER FAMILY COUNCIL 305 FIR AVENUE W PILLAGER,MN56473	41-1811057	501(C)(3)	5,000	TO CONDUCT A STUDY IDENTIFYING COMMUNITY NEEDS AND ASSETS TO HELP CHART FUTURE DIRECTION FOR FAMILY CENTER PROGRAMS, SERVICES AND FACILITY DEVELOPMENT.
(81) PILLAGER FAMILY COUNCIL 305 FIR AVENUE W PILLAGER,MN56473	41-1811057	501(C)(3)	12,860	TO SUPPORT STAFF IN OBTAINING 'THE HEALTHY FAMILIES AMERICA' AFFILIATION PROCESS (AN ACCREDITED HOME VISITING PROGRAM THAT WILL ELEVATE POSITIVE EARLY CHILDHOOD OUTCOMES FOR THE CHILDREN AND FAMILIES SERVED.
(82) PINE CITY SCHOOL DISTRICT 1400 MAIN ST S PINE CITY,MN55063	41-6003156	SCHOOL DISTRICT	6,000	TO PURCHASE A SEVEN FOOT GRAND PIANO FOR THE SCHOOL AUDITORIUM THAT WILL BE AVAILABLE TO ALL COMMUNITY MEMBERS.
(83) PINE COUNTY 635 NORTHRIDGE DRIVE NW PINE CITY,MN55063		UNIT OF GOVERNMENT	5,000	TO SUPPORT PUBLIC INPUT ON VISION AND STRATEGIES FOR A COUNTY-SUPPORTED ECONOMIC DEVELOPMENT PLAN. PINE COUNTY SEEKS TO PROVIDE LEADERSHIP AND COORDINATION FOR CITIES, TOWNSHIPS, AND ASSOCIATED ECONOMIC DEVELOPMENT AUTHORITIES IN ORDER TO RETAIN, EXPAND AND ATTRACT GOOD JOBS INTO THE REGION.
(84) PINE EMS INC 16749 PAR CIRCLE SW PINE CITY,MN55063	27-0623362	501(C)(3)	6,000	TO PURCHASE SAFETY EQUIPMENT FOR THE PINE EMS FIRST RESPONDERS, ENABLING THEM TO WARN APPROACHING TRAFFIC AND COMMUNICATE IMMEDIATELY WITH EMERGENCY SERVICES.
(85) PINE RIVER-BACKUS FAMILY CENTER PO BOX 1 PINE RIVER,MN56474	41-1851010	501(C)(3)	5,000	TO SUPPORT THE VARIED STRATEGIES EMPLOYED BY THE COALITION AND COMMUNITY TO REDUCE YOUTH SUBSTANCE ABUSE AND STRENGTHEN DEVELOPMENT ASSETS IN YOUTH.
(86) PINE RIVER-BACKUS SCHOOL DISTRICT 601 MURRAY AVENUE PO BOX 610 PINE RIVER,MN56474	41-6008079	SCHOOL DISTRICT	7,000	TO INCREASE THE KNOWLEDGE AND COMPETENCIES OF CAREGIVERS AND PROFESSIONALS REGARDING THE SOCIAL-EMOTIONAL DEVELOPMENT OF YOUNG CHILDREN BY OFFERING A COMMUNITY WORKSHOP, HAVING A VARIETY OF MATERIALS ON THE TOPIC AND BY OFFERING 'LOVE AND LOGIC' CLASSES TO FAMILIES WITH YOUNG CHILDREN.
(87) PINE TECHNICAL COLLEGE 900 4TH ST SE PINE CITY,MN55063	41-1687554	501(C)(3)	8,925	TO PROMOTE AND RAISE AWARENESS OF PINE TECHNICAL COLLEGE'S BUSINESS INCUBATOR AND THE SERVICES IT PROVIDES TO AREA BUSINESSES.
(88) PINE TECHNICAL COLLEGE 900 4TH ST SE PINE CITY,MN55063	41-1687554	501(C)(3)	10,485	TO FOSTER A COLLABORATION BETWEEN EARLY CARE, ELEMENTARY SCHOOL PROFESSIONALS AND KEY COMMUNITY STAKEHOLDERS THAT WILL BUILD PROFESSIONAL RELATIONSHIPS AND COMMUNICATE KINDERGARTEN EXPECTATIONS AS THEY RELATE TO SOCIAL AND EMOTIONAL PREPAREDNESS; TO INCREASE THE NUMBER OF CHILD CARE PROVIDERS WHO ARE INTERESTED IN BECOMING PARENT AWARE RATED; AND TO OFFER A HIGH QUALITY CONFERENCE TO CHILD CARE PROVIDERS AND EDUCATORS WITH A NATIONALLY KNOWN SPEAKER WHO HAS AN UPLIFTING MESSAGE THAT WILL OFFER IDEAS TO INCREASE QUALITY IN THEIR PROGRAMS.
(89) PREGNANCY RESOURCE CENTER OF CAMBRIDGE 140 BUCHANAN STREET NORTH SUITE 138 CAMBRIDGE,MN55008	41-1757917	501(C)(3)	10,000	TO ADVANCE THE GOALS DEVELOPED DURING PARTICIPATION IN THE TOP FINANCIAL RESILIENCY THROUGH SOCIAL ENTERPRISE PROGRAM.
(90) PRINCETON SCHOOL DISTRICT 706 FIRST STREET PRINCETON,MN55371	41-6008488	SCHOOL DISTRICT	7,000	TO ADDRESS THE NEED FOR LOCAL BUSINESSES AND AGENCIES TO SUPPORT QUALITY EARLY CARE AND EDUCATION IN THE COMMUNITY BY - INCREASING COALITION MEMBERSHIP, INCREASING AWARENESS OF THE LINK BETWEEN QUALITY CARE AND A QUALITY WORKFORCE AND OFFER A COMMUNITY WIDE EARLY CHILDHOOD FAIR IN COLLABORATION WITH LOCAL BUSINESSES.
(91) RIVERS OF HOPE PO BOX 511 MONTICELLO,MN55362	41-1670536	501(C)(3)	5,000	TO DELIVER THE ADULT ADVOCACY PROGRAM FOR ADULT SURVIVORS OF DOMESTIC VIOLENCE EMPOWERING THEM TO PROMOTE POSITIVE CHANGES FOR THEMSELVES AND THEIR CHILDREN.
(92) SAINT CLOUD AREA SCHOOL DISTRICT 3015 3RD STREET NORTH SAINT CLOUD,MN56303	41-6003926	SCHOOL DISTRICT	5,000	TO SPONSOR THE WORK OF THE 'CENTRAL MINNESOTA INSIDE OUT CONNECTIONS COALITION,' WHICH WORKS VOLUNTEERS AND PROFESSIONALS TO ENSURE THAT CHILDREN AND FAMILIES HAVE THE RESOURCES TO NAVIGATE ISSUES WHICH OCCUR WHEN A PARENT OR CAREGIVER IS ABSENT DUE TO INCARCERATION.
(93) SAINT CLOUD AREA SCHOOL DISTRICT 3015 3RD STREET NORTH SAINT CLOUD,MN56303	41-6003926	SCHOOL DISTRICT	5,000	IN RESPONSE TO THE FIRE AT ROOSEVELT SCHOOL IN JUNE, TALAHI ELEMENTARY SCHOOL WILL PURCHASE A QUALITY COLLECTION OF BOOKS FOR CHILDREN AGES 3-5 WHERE THE MAJORITY OF THE DIVERSE STUDENT POPULATION IS AT THE POVERTY LEVEL, SELECTION OF BOOKS IS DESIGNED TO INCREASE KINDERGARTEN READINESS LITERACY LEVELS BY 15%.
(94) SAINT CLOUD NEIGHBORHOOD COALITION 513 SEVENTH AVENUE SOUTH ST CLOUD,MN56301	39-2054495	501(C)(3)	16,500	TO SUPPORT THE DEVELOPMENT AND STABILITY OF SEVEN CORE NEIGHBORHOODS INCLUDING ORGANIZATIONAL SUPPORT FROM THE ST. CLOUD NEIGHBORHOOD COALITION (SCNC) AND LOCAL NEIGHBORHOOD PROJECTS INCLUDING NEIGHBORHOOD NEWSLETTERS, COMMUNITY BUILDING EVENTS, PARK PROJECTS AND PUBLIC SAFETY EFFORTS SUCH AS NEIGHBORHOOD WATCH AND NEIGHBORHOOD NIGHT OUT EVENTS.
(95) SAINT CLOUD STATE UNIVERSITY 720 4TH AVENUE SOUTH SAINT CLOUD,MN56301	41-1687554	UNIT OF GOVERNMENT	5,000	TO ALLOW THE SMALL BUSINESS DEVELOPMENT CENTER TO OPEN SATELLITE OFFICES TO BETTER PROVIDE TECHNICAL ASSISTANCE AND BUSINESS PLAN DEVELOPMENT, LINK PRIVATE SECTOR LEADERS TO FINANCING OPTIONS, AND OTHERWISE SUPPORT ENTREPRENEURSHIP.
(96) SAINT CLOUD STATE UNIVERSITY 720 4TH AVENUE SOUTH SAINT CLOUD,MN56301	41-1687554	UNIT OF GOVERNMENT	5,000	TO PROVIDE APPLIED RESEARCH TO BUSINESSES, NONPROFITS AND THE PUBLIC SECTOR, INCLUDING EXPERTISE IN THE AREAS OF ECONOMIC DEVELOPMENT AND COMMUNITY PLANNING, MARKET ANALYSIS, CRIMINAL JUSTICE, AND ENTREPRENEURIAL EDUCATION.
(97) SAINT CLOUD STATE UNIVERSITY 720 4TH AVENUE SOUTH SAINT CLOUD,MN56301	41-1687554	UNIT OF GOVERNMENT	5,000	TO EVALUATE POTENTIAL MARKET DEVELOPMENT OPPORTUNITIES FOR THE COMPANY IN BRAZIL AND/OR MEXICO. RESEARCH WILL BE CONDUCTED TO GATHER DATA , THEN ANALYZED TO DETERMINE WHETHER AN EXPORT OPPORTUNITY EXISTS FOR THE COMPANY'S COMPRESSED AIR SOLUTIONS PRODUCT LINE.
(98) SAINT CLOUD STATE UNIVERSITY 720 4TH AVENUE SOUTH SAINT CLOUD,MN56301	41-1687554	UNIT OF GOVERNMENT	5,000	TO RETAIN THE SERVICES OF A CONSULTANT WITH EXPERTISE IN RECYCLED MATERIALS AND MARKETS TO GUIDE ANALYSIS OF A PROJECT.
(99) SECOND HARVEST NORTH CENTRAL FOOD BANK INC PO BOX 5130 GRAND RAPIDS,MN55744	41-1782776	501(C)(3)	5,000	TO PROVIDE NUTRITIOUS FOOD PACKS TO CHILDREN WHO ARE AT RISK OF HUNGER DURING LONG WEEKENDS AND SCHOOL VACATIONS. APPROXIMATELY 12,735 FOOD PACKS WILL BE DISTRIBUTED AT NINE SCHOOLS IN CASS AND CROW WING COUNTIES. EACH FOOD PACK INCLUDES: A NUTRITION HANDOUT, 10-15 NUTRITIOUS FOOD ITEMS AND ONCE PER YEAR A TOOTHBRUSH AND TOOTHPASTE.
(100) SOUTHWEST INITIATIVE FOUNDATION 15 THIRD AVENUE NW HUTCHINSON,MN55350	41-1555592	501(C)(3)	37,500	TO PROVIDE SMALL LOANS, EDUCATION AND TECHNICAL ASSISTANCE TO ENTREPRENEURS AND THOSE SEEKING SELF-EMPLOYMENT OPPORTUNITIES.
(101) STEARNS BENTON EMPLOYMENT & TRAINING COUNCIL 1542 NORTHWAY DRIVE ST CLOUD,MN56303	41-1724832	UNIT OF GOVERNMENT	10,000	TO SUPPORT ENHANCED CAREER PLANNING SERVICES AT NINE HIGH SCHOOLS IN STEARNS AND BENTON COUNTIES IN ORDER TO HELP STUDENTS MAKE INFORMED DECISIONS REGARDING EDUCATION AND JOB ASPIRATIONS. PRACTICAL EXAMPLES FROM AREA EMPLOYERS WILL BE INCORPORATED INTO DAILY INSTRUCTION ACROSS ALL DISCIPLINES TO HELP STUDENTS UNDERSTAND THE REAL REQUIREMENTS AND APPLICATIONS OF KNOWLEDGE WHILE ALSO LEARNING ABOUT THE EMPLOYMENT OPPORTUNITIES IN THE REGION.
(102) SUSTAINABLE FARMING ASSOCIATION OF MN PO BOX 192 PRINCETON,MN55371	41-1671893	501(C)(3)	10,000	TO ADVANCE THE GOALS DEVELOPED DURING PARTICIPATION IN THE TOP FINANCIAL RESILIENCY THROUGH SOCIAL ENTERPRISE PROGRAM.
(103) THE YES NETWORK PO BOX 1042 SAINT CLOUD,MN56302	32-0419607	501(C)(3)	5,000	TO SUPPORT DEVELOPMENT AND ROLL-OUT OF A SUMMER ENRICHMENT PROGRAM FOR LOW INCOME YOUTH TO BUILD LIFE SKILLS AND REDUCE THE INCIDENCE OF ACADEMIC-BACKSLIDING OVER VACATION MONTHS.
(104) UNITED WAY OF CENTRAL MN 3001 CLEARWATER ROAD SUITE 201 ST CLOUD,MN56301	41-0915124	501(C)(3)	10,000	TO INCREASE COMMUNITY AWARENESS AND PARENT/CAREGIVER UNDERSTANDING ABOUT THE SIGNIFICANT ROLE THEY HAVE IN THE SOCIAL EMOTIONAL DEVELOPMENT OF YOUNG CHILDREN. EDUCATION SESSIONS WILL BE PLANNED IN THE COMMUNITY, BUSINESS AND CHILD CARE SECTORS THAT INCLUDE A TOOLKIT WITH INFORMATION ABOUT KINDERGARTEN READINESS.
(105) UNITED WAY OF CENTRAL MN 3001 CLEARWATER ROAD SUITE 201 ST CLOUD,MN56301	41-0915124	501(C)(3)	7,500	TO WORK WITH THE ST. CLOUD STATE UNIVERSITY SCHOOL OF PUBLIC AFFAIRS TO ASSESS THE SIZE AND IMPACT OF IN GREATER HOMELESSNESS ST. CLOUD AND TO IDENTIFY POTENTIAL PROGRAMS OR MODELS TO HELP FAMILIES EXPERIENCING LOSS OF HOUSING. THIS PROJECT IS SUPPORTED IN PARTNERSHIP WITH THE CENTRAL MINNESOTA COMMUNITY FOUNDATION AS ONE OF THE GREATER ST. CLOUD PRIORITIES PROGRAMS.
(106) UNIVERSITY OF MINNESOTA 2 - 212 CARLSON SCHOOL OF MANAGEMEN 321 - 19TH AVE S MINNEAPOLIS,MN55455	41-6007513	UNIT OF GOVERNMENT	5,000	THE MINNESOTA CUP ENCOURAGES THE DEVELOPMENT OF BREAKTHROUGH ENTREPENUERIAL IDEAS FROM ACROSS THE STATE. SINCE 2005, THE MINNESOTA CUP HAS ATTRACTED OVER 7,000 ENTRIES AND IS NOW THE LARGEST NEW VENTURE COMPETITION IN THE COUNTRY. THIS GRANT WILL SUPPORT RECRUITMENT AND PARTICIPATION BY ENTREPENUERS IN CENTRAL MINNESOTA.
(107) UNIVERSITY OF ST THOMAS 2115 SUMMIT AVENUE SAINT PAUL,MN55105	41-0693970	501(C)(3)	5,000	TO SUPPORT PARTICIPATION IN THE 2015 INSTITUTE FOR NONPROFIT EXECUTIVE DIRECTOR PROGRAM BY CENTRAL MINNESOTA NONPROFIT LEADERS AND EMERGING LEADERS.
(108) VERNDALE SCHOOL DISTRICT 411 SW BROWN STREET VERNDALE,MN56481	41-6008239	SCHOOL DISTRICT	10,000	TO SUPPORT OUTREACH BY TWO CAREER ADVISORS COORDINATED BY RURAL MINNESOTA CONCENTRATED EMPLOYMENT PROGRAM (CEP) TO WORK IN 13 HIGH SCHOOLS WITHIN THE REGION (CASS, CROW WING, MORRISON, TODD AND WADENA COUNTIES). ADDITIONAL FUNDING FOR THIS PROJECT IS PROVIDED BY THE OTTO BREMER FOUNDATION.
(109) VOLUNTEERS OF AMERICA OF MINNESOTA 7625 METRO BOULEVARD EDINA,MN55439	41-1554078	501(C)(3)	5,000	TO PROVIDE WRAP-AROUND CARE FOR RESIDENTS IN THIS PERMANENT SUPPORTIVE HOUSING COMPLEX, INCREASING THEIR STABILITY, SKILLS AND INCOME TO REALIZE GREATER SELF-DETERMINATION.
(110) WELLNESS IN THE WOODS INC 25362 230TH ST VERNDALE,MN56481	46-2785877	501(C)(3)	5,000	TO SUPPORT PEER LED VOCATIONAL WELLNESS RECOVERY ACTION PLAN (WRAP) SESSIONS FOR UP TO 30 LATINO COMMUNITY MEMBERS STRUGGLING TO OBTAIN AND MAINTAIN EMPLOYMENT IN TODD AND STEARNS COUNTIES.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2014

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant
(1) STIPENDS	42	163,315
(2) SCHOLARSHIPS	87	70,450

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	AS PART OF THE FINAL GRANT REPORT, THE GRANTEE SUBMITS A FINANCIAL REPORT WITH ITEMIZATION OF GRANT FUND EXPENDITURES AND ASSOCIATED DOCUMENTATION.

Schedule I (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

INITIATIVE FOUNDATION

Employer identification number

36-3451562

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2014

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column(B) reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1KATHY GAALSWYKPRESIDENT	(i) (ii)	160,861 ............................... 0	0 ............................... 0	4,705 ............................... 0	6,351 ............................... 0	10,496 ............................... 0	182,413 ............................... 0	0 ............................... 0

Schedule J (Form 990) 2014

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Information about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

INITIATIVE FOUNDATION

Employer identification number

36-3451562

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e)Original principal amount	(f)Balance due	(g) In default?		(h) Approved by board or committee?		(i)Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No






Total ...... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2014

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) LEE HANSON	PAST BOARD CHAIR AND CURRENT BOARD TRUSTEE	756,624	INVESTMENT IN UNLISTED SECURITY		No
(2) RICK BAUERLY	BOARD TRUSTEE	756,624	INVESTMENT IN UNLISTED SECURITY.		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

INITIATIVE FOUNDATION

Employer identification number

36-3451562

Return Reference	Explanation
FORM 990, PART III, LINE 2	THE FOUNDATION SUCCESSFULLY SECURED A $4,040,000 GRANT FROM LESSARD-SAMS OUTDOOR HERITAGE COUNCIL THROUGH THE MINNESOTA DEPARTMENT OF NATURAL RESOURCES. THE FUNDING WILL BE USED TO DEVELOP A SERIES OF PILOT PROJECTS TO ENHANCE ACQUATIC HABITAT BY PREVENTING THE SPREAD OF AQUATIC INVASIVE SPECIES AND WILL BE ADMINISTERED OVER THE NEXT THREE YEARS.
FORM 990 PART III LINE 4A	EARLY CHILDHOOD INITIATIVE HIGHLIGHTS: FIFTEEN EARLY CHILDHOOD COALITIONS ARE CURRENTLY ACTIVE WITHIN THE FOUNDATION'S FOURTEEN COUNTY REGION. A LARGE NUMBER OF COMMUNITIES CONTINUE TO FACE SIGNIFICANT ECONOMIC CHALLENGES WITH HIGHER THAN AVERAGE NUMBERS OF CHILDREN AND FAMILIES LIVING IN POVERTY IN BENTON, CASS, CROW WING, KANABEC, MILLE LACS, PINE, TODD AND WADENA COUNTIES. EACH TEAM HAS PARTICIPATED IN COALITION-BUILDING, LEADERSHIP, AND STRATEGIC PLANNING TRAININGS AND HAS DEVELOPED AN ACTION PLAN TO INCREASE THE QUALITY OF EARLY CARE AND EDUCATION IN THEIR RESPECTIVE AREAS. EACH HAS A HIGHLY COMMITTED TEAM MADE UP OF PARENTS, BUSINESS LEADERS, EDUCATORS, ELECTED OFFICIALS AND HEALTH CARE PROVIDERS. PRIMARY ACTIVITIES FOCUS ON EARLY CHILDHOOD LITERACY, SCHOOL READINESS, AND COORDINATION WITH THE NEW "PARENT AWARE" SYSTEM OF RANKING CHILD CARE PROVIDERS. THIS YEAR THE COALITIONS WERE GIVEN EXPOSURE TO FIRST CHILDREN'S FINANCE TO HELP FIND SOLUTIONS TO COMMUNITY CHILD CARE CHALLENGES AND WERE ALSO PROVIDED AN INTRODUCTION TO EARLY CHILDHOOD DENTAL PROGRAMMING. STAFF PARTICIPATED IN THE STATEWIDE PRE K-3 GRADE LITERACY DESIGN TEAM TO RECOMMEND BEST PRACTICES TO EARLY CHILDHOOD EDUCATORS. THE MINNESOTA THRIVE INITIATIVE, WHICH FOCUSES ON EARLY CHILDHOOD MENTAL HEALTH ISSUES, IS WORKING ON HOW TO IMPROVE ACCESS TO EARLY INTERVENTION SERVICES FOR IMMIGRANT AND REFUGEE POPULATIONS. REPRESENTATIVES FROM A VARIETY OF EARLY INTERVENTION, EDUCATION, AND HEALTH ORGANIZATIONS AND PROGRAMS, ALONG WITH LOCAL CULTURAL LEADERS AND INITIATIVE FOUNDATION STAFF, CONTINUE THEIR WORK SERVING THIS POPULATION. OUR NEW EARLY CHILDHOOD DENTAL NETWORK (ECDN) PROGRAM FOR COMMUNITIES IN THE INITIATIVE FOUNDATION'S REGION WAS LAUNCHED WITH INITIAL SUPPORT FROM THE OTTO BREMER FOUNDATION. THIS PROGRAM HAS GROWN SUBSTANTIALLY IN 2014, WITH NEW SUPPORT SECURED FROM DELTA DENTAL, CENTRACARE, AND MEDICA FOUNDATIONS, AND RENEWED FUNDING FROM THE OTTO BREMER FOUNDATION. THIS WORK INVOLVES INCREASING ACCESS TO TIMELY, APPROPRIATE AND AFFORDABLE DENTAL CARE WITH A FOCUS ON CHILDREN AGES BIRTH TO FIVE, AS WELL AS INCREASING ORAL HEALTH AWARENESS AND EDUCATION TO CHILDREN, PARENTS AND FAMILIES TO HELP THEM UNDERSTAND THE IMPORTANCE OF GOOD ORAL HEALTH TO ONE'S OVERALL HEALTH AND WELL-BEING. AS PART OF THE FOUNDATION'S INVESTMENT IN EARLY CHILDHOOD EDUCATION, A GRANT FROM BLUE CROSS BLUE SHIELD FOUNDATION WAS USED TO ASSESS, REVITALIZE AND EXPAND THE INSIDE OUT CONNECTIONS (IOC) PROGRAM. THE IOC PROGRAM PROVIDES SUPPORT TO CHILDREN WITH INCARCERATED PARENTS. THE PROGRAM WILL BE INTEGRATED WITH THE FOUNDATION'S EARLY CHILDHOOD AND EARLY CHILDHOOD DENTAL NETWORK PROGRAMS. THRIVING COMMUNITIES INITIATIVE (TCI) HIGHLIGHTS: IN 2014, THRIVING COMMUNITIES INITIATIVE (TCI) LEADERSHIP TRAINING AND PROGRAMMING WAS DELIVERED IN FOLEY (BENTON COUNTY), RUSH CITY (CHISAGO COUNTY), AND LITTLE FALLS (MORRISON COUNTY). OVER 25 COMMUNITIES ARE CURRENTLY RECEIVING TECHNICAL ASSISTANCE, RESOURCE REFERRAL AND GRANTS TO ADVANCE COMMUNITY AND ECONOMIC DEVELOPMENT, WORKFORCE DEVELOPMENT, FINANCING FOR COMMUNITY FACILITIES, TRAILS DEVELOPMENT, LOCAL FOODS AND QUALITY OF LIFE PRIORITIES. OUR NEW EMERGING LEADERS PROGRAM RECEIVED $200,000 FROM THE BUSH FOUNDATION IN 2014 TO PROVIDE LEADERSHIP TRAINING AND COMMUNITY SERVICE OPPORTUNITIES FOR EMERGING LEADERS (AGES 18-35). THE PROGRAM IS CURRENTLY UNDER DEVELOPMENT, WITH A ROBUST NETWORK OF ADVISORS HELPING IDENTIFY KEY PROGRAM MODULES AND THEMES, POTENTIAL PROGRAM PARTICIPANTS, AND STRATEGIES TO ENHANCE ENGAGEMENT BY THIS DEMOGRAPHIC THAT IS HISTORICALLY UNDER SERVED. THE LONG-TERM GOAL IS TO ENCOURAGE AGILITY (ABILITY TO COMMUNICATE AND WORK ACROSS) GENERATIONS AND CULTURES. THRIVING ORGANIZATIONS PARTNERSHIP (TOP) HIGHLIGHTS: WITH SUPPORT FROM THE OTTO BREMER FOUNDATION, BLANDIN FOUNDATION AND US DEPARTMENT OF AGRICULTURE, WE SERVED 256 INDIVIDUALS REPRESENTING 124 NONPROFIT ORGANIZATIONS THROUGH FOUR THRIVING ORGANIZATIONS PARTNERSHIP PROGRAM COMPONENTS, INCLUDING: FINANCIAL RESILIENCY THROUGH SOCIAL ENTERPRISE (FRSE), LEADERS CIRCLES, AMERICORPS VISTA AND NONPROFIT PARTNERSHIPS/OPEN OFFICE HOURS. EARLY STAGES OF OUR NEW NONPROFIT ONLINE LEARNING PROGRAM (IFOUNDTRAINING.ORG) WERE DEVELOPED IN ORDER TO PROVIDE CAPACITY-BUILDING SUPPORT TO A GREATER NUMBER OF NONPROFIT ORGANIZATIONS. THE SECOND AND THIRD COHORTS OF TOP FRSE NONPROFITS (12 ORGANIZATIONS) COMPLETED THE YEAR-LONG TRAINING AND ASSISTANCE PROGRAM. ALONG WITH PROFESSIONAL ASSISTANCE FROM FOUNDATION STAFF, THE NONPROFITS ASSISTANCE FUND AND BUSINESS AND MARKETING CONSULTANTS, EACH ORGANIZATION CREATED A COMPREHENSIVE BUSINESS PLAN TO ADVANCE AN EARNED-INCOME SOCIAL ENTERPRISE. ALL PARTICIPATING ORGANIZATIONS REPORTED THEY ARE MORE FINANCIALLY RESILIENT AS A RESULT OF FRSE PARTICIPATION. FOUR PROFESSIONALLY-FACILITATED TOP LEADERS CIRCLE GROUPS WERE CONDUCTED ACROSS THE REGION (TWO IN ST. CLOUD, ONE IN BRAINERD, ONE IN HACKENSACK). FOURTEEN NONPROFIT EXECUTIVE DIRECTORS AND FIVE PROGRAM-LEVEL STAFF MEMBERS PARTICIPATED IN THESE PEER COACHING CIRCLES, DESIGNED TO BUILD LEADERSHIP SKILLS/ABILITIES, IDENTIFY STEPS FOR STAFF TO RESPOND TO ORGANIZATIONAL CHALLENGES, AND DECREASE A SENSE OF PROFESSIONAL ISOLATION. EVERY LEADER CIRCLE MEMBER REPORTED GAINING NEW SKILLS IN THE AREAS OF LISTENING, SPEAKING, PROBLEM-SOLVING AND TAKING ACTION. THE NONPROFITS ASSISTANCE FUND, MAP FOR NONPROFITS AND MINNESOTA LEGAL CORP EACH HELD WORKSHOPS AND/OR OFFERED OPEN OFFICE HOURS (OOH) TO CENTRAL MINNESOTA NONPROFITS AT THE INITIATIVE FOUNDATION OFFICE IN LITTLE FALLS. OVER 90 PERCENT OF OOH PARTICIPANTS REPORTED LEARNING SOMETHING THAT WILL HELP INCREASE THEIR ORGANIZATIONAL CAPACITY. TEN NONPROFIT ORGANIZATIONS REPORTED ENHANCED OR INCREASED LEVEL OF SERVICES AS A RESULT OF HOSTING A YEAR-LONG VISTA MEMBER. EACH OF THESE VISTA MEMBERS ALSO PARTICIPATED IN MONTHLY PROFESSIONAL AND LEADERSHIP DEVELOPMENT TRAINING ACTIVITIES IN ORDER TO INCREASE THEIR OWN NONPROFIT PROFESSIONAL DEVELOPMENT. FOUR VISTA SUMMER ASSOCIATE HOST SITES REPORTED ENHANCED OR INCREASED LEVEL OF SERVICES THANKS TO THE SERVICE OF 12 VISTA SUMMER ASSOCIATES. HEALTHY LAKES AND RIVERS PARTNERSHIP (HLRP) HIGHLIGHTS: IN 2014, THE FOUNDATION RECEIVED $4.04 MILLION IN FUNDING FROM THE LESSARD-SAMS OUTDOOR HERITAGE COUNCIL TO SUPPORT INNOVATIVE PILOT PROJECTS TO PREVENT THE SPREAD OF AQUATIC INVASIVE SPECIES (AS PART OF OUR HEALTHY LAKES AND RIVERS PARTNERSHIP PROGRAM). THE FIRST ROUND OF FUNDED PROJECTS WILL BE ANNOUNCED EARLY IN 2015. CONTINUED ASSISTANCE IS PROVIDED TO LAKES AND RIVERS ASSOCIATIONS IN EVERY COUNTY IN THE REGION WITH RESOURCE REFERRAL AND TECHNICAL ASSISTANCE TO ADDRESS WATER QUALITY AND CITIZEN ENGAGEMENT PRIORITIES. VOLUNTEERS IN SERVICE TO AMERICA (VISTA) HIGHLIGHTS: THE FOUNDATION SERVES AS A SPONSORING ORGANIZATION FOR 18 VISTA YEAR-LONG MEMBERS AND 12 VISTA SUMMER ASSOCIATES SERVING IN NONPROFIT AND GOVERNMENT HOST SITES. DURING THE 2013-2014 VISTA SERVICE YEAR, OUR MEMBERS HELPED THEIR AGENCIES COORDINATE OVER 685 VOLUNTEERS WHO DELIVERED MORE THAN 7,694 SERVICE HOURS. ADDITIONALLY, VISTA MEMBERS DIRECTLY GENERATED $105,958 IN CASH RESOURCES (GRANTS, DONATIONS, FUND-RAISERS, ETC.) AND $39,318 OF IN-KIND RESOURCES FOR THEIR HOST SITES. EACH OF THE YEAR-LONG VISTA MEMBERS ALSO PARTICIPATED IN MONTHLY "LEADERSHIP FOR LIFE" TRAINING ACTIVITIES IN ORDER TO INCREASE THEIR OWN NONPROFIT PROFESSIONAL DEVELOPMENT. GRANTMAKING HIGHLIGHTS: A TOTAL OF $1,761,181 IN GRANTS AND SCHOLARSHIPS WAS AWARDED IN 2014, INCLUDING $993,311 ADMINISTERED THROUGH OUR COMMUNITY AND TURN KEY FUNDS, $333,684 THROUGH OUR INNOVATION FUND, $185,241 WHICH SUPPORTED COMMUNITY DEVELOPMENT THROUGH OUR THRIVING COMMUNITIES AND EARLY CHILDHOOD INITIATIVES, $130,000 TO NONPROFITS THROUGH OUR THRIVING ORGANIZATION PARTNERSHIP, AND $118,945 TO SUPPORT ECONOMIC DEVELOPMENT PROJECTS. WE CONTINUE TO CO-FACILITATE THE GREATER ST. CLOUD COMMUNITY PRIORITIES NETWORK IN PARTNERSHIP ALONG WITH THE CENTRAL MINNESOTA COMMUNITY FOUNDATION AND THE ST. CLOUD TIMES. THE INITIATIVE IS NOW IN ITS FIFTH YEAR, AND HAS ELEVATED ISSUES SUCH AS DEVELOPING PATHWAYS OUT OF POVERTY, WELCOMING IMMIGRANTS AND REFUGEES AND OPENING DOORS TO COMMUNITY LEADERSHIP OPPORTUNITIES, SUPPORTING CRADLE TO CAREER WORKFORCE TRAINING AND EDUCATION, SELECTING DESIGN AND LOCATION OF A REGIONAL AQUATIC CENTER, AND RECOGNIZING THE MISSISSIPPI RIVER AS A KEY ECOLOGICAL, RECREATIONAL, AND CULTURAL ASSET FOR THE REGION.
FORM 990 PART III LINE 4B	ECONOMIC DEVELOPMENT HIGHLIGHTS: THE FOUNDATION FUNDED 31 LOANS TOTALING $2,524,596 FROM ITS REVOLVING LOAN FUND IN 2014, WHICH LEVERAGED OVER $19 MILLION IN PRIVATE FINANCING AND EQUITY INVESTMENT. THE FINANCING PROJECTS RESULTED IN THE CREATION OF 98 JOBS AND RETENTION OF 184 JOBS, THE MAJORITY OF WHICH MET OR EXCEEDED THE TARGETED LIVING WAGE OF $18 PER HOUR INCLUDING BENEFITS. TECHNICAL ASSISTANCE WAS PROVIDED TO 12 BUSINESSES THROUGH A COMBINATION OF EXTERNAL CONSULTING PROGRAMS OR SCHOLARSHIPS FOR TRAINING, RESULTING IN IMPROVED SKILLS OR TOOLS TO OPERATE THEIR BUSINESS. FOCUSED OUTREACH WITH COMMUNITY BANKS, CHAMBERS OF COMMERCE AND VOLUNTEER BUSINESS GROUPS THROUGH OUR THRIVING COMMUNITIES WORK REMAINS A PRIORITY IN ORDER TO INCREASE LOAN DEAL FLOW IN ALL COMMUNITIES. WE ALSO FOCUSED ON PARTNERSHIPS AND CAPACITY BUILDING FOR LOCAL ECONOMIC DEVELOPMENT ORGANIZATIONS. SUPPORT INCLUDES STRATEGIC PLANNING, LINKING TO OTHER FUNDERS AND JOB CREATION OPPORTUNITIES, CHALLENGE GRANTS TO SPUR MEMBERSHIP GROWTH, AND DEVELOPMENT OF TECHNOLOGY TOOLS (A WEB PORTAL) AND/OR PROGRAMS TO DEVELOP, ATTRACT AND RETAIN SKILLED WORKERS.
FORM 990 PART III LINE 4C	MARKETING AND COMMUNICATIONS HIGHLIGHTS: THE FOUNDATION PUBLISHED FOUR EDITIONS OF IQ MAGAZINE DURING 2014, UP FROM THREE THE PRIOR TWO YEARS. ADVERTISING SALES HAVE STABILIZED AND ARE SHOWING AN UPWARD TREND WITH THE RENEWED EMPHASIS ON PUBLISHING CONSISTENCY. CIRCULATION IS AT 13,741 (TARGETED FOR 15,000). STRATEGIES ARE BEING PUT INTO PLACE TO DRIVE UP OUR DISTRIBUTION NUMBERS AND ONLINE READERSHIP. EACH EDITION OF IQ MAGAZINE AVERAGES 60 PAGES AND FEATURES QUALITY JOURNALISTIC PIECES THAT ILLUMINATE TRENDS AND HAPPENINGS IN OUR 14-COUNTY REGION WHILE ENLIGHTENING READERS ABOUT THE OPPORTUNITIES AND SOLUTIONS THAT ARE ACHIEVED TO IMPROVE AND ENHANCE COMMUNITY AND ECONOMIC DEVELOPMENT, ORGANIZATIONAL DEVELOPMENT AND THE POWER AND REACH OF PHILANTHROPY IN CENTRAL MINNESOTA. MONTHLY TRAFFIC TO THE IFOUND.ORG WEBSITE HAS AVERAGED 2,411 VISITORS AGAINST A 2014 GOAL OF 2,456. VISITORS VIEWED AN AVERAGE OF THREE PAGES AND SPENT 2:58 ON THE SITE. OTHER WEB WORK IN 2014 INCLUDED IFOUNDTRAINING.ORG, AN INSTRUCTIONAL LEARNING SITE FOR NONPROFITS; ECOMMERCE WORK FOR DONATIONS, EVENT REGISTRATIONS AND IFOUNDTRAINING.ORG PARTICIPATION; AND WORK ON MULTI-PAGE SITE FOR THE MAY 1, 2015, INITIATIVE AWARDS EVENT. SOCIAL MEDIA INCREASED DRAMATICALLY DURING 2014, MARKED BY A 39% INCREASE IN FOLLOWERS ON FACEBOOK AND A 22% INCREASE ON TWITTER. OUR ACTIVE EMAIL ADDRESS LIST IS 11,182, WELL AHEAD OF THE 2014 GOAL OF 9,430. THE UPTICK CAN BE ATTRIBUTED TO THE REGULAR MONTHLY DISTRIBUTION OF FOUR NEWSLETTERS AND THE DISTRIBUTION OF 18 NEWS RELEASES. NEWS RELEASES IN 2014 RESULTED IN 687 STORIES/MENTIONS, WHICH TRANSLATES TO 3.5 MILLION IMPRESSIONS. PLANNING BEGAN FOR THE INITIATIVE FOUNDATION'S MAY 1, 2015, INITIATIVE AWARDS EVENT, WHICH DRIVES AWARENESS OF OUR INITIATIVES WHILE SPOTLIGHTING ECONOMIC, COMMUNITY AND PHILANTHROPIC HEROES OF THE REGION. THE EVENT THEME IS "POWERING POSSIBLE." WE EXPECT AS MANY AS 400 PEOPLE TO ATTEND THE EVENT AT GRAND VIEW LODGE IN NISSWA.
FORM 990 PART III LINE 4D	FUND DEVELOPMENT HIGHLIGHTS: THE FOUNDATION SAW OUTSTANDING RESULTS IN FUNDRAISING EFFORTS IN 2014 THROUGH THE ADDITION OF SEVERAL NEW TURN KEY FUNDS, RAISING NEARLY $1,000,000 IN A COMBINATION OF ENDOWED AND NON-ENDOWED FUNDS. IN ADDITION, WE RAISED $280,194 FOR GENERAL ENDOWMENT. DURING THE YEAR WE RECEIVED SUPPORT FROM 12 COUNTIES AND 86 OF OUR 163 CITIES. PROGRAM GRANT FUNDING OF $5,123,109 WAS SECURED IN 2014, OF WHICH INCLUDES A $4 MILLION GRANT FOR THE AQUATIC INVASIVE SPECIES INITIATIVE OF THE HEALTHY LAKES AND RIVERS PROGRAM RECEIVED IN THE LATTER PART OF 2014.
FORM 990, PART VI, SECTION A, LINE 3	THE LOAN COMMITTEE CARRIES OUT THE POLICIES APPROVED BY THE BOARD OF TRUSTEES. THE COMMITTEE APPROVES APPLICATIONS UP TO CERTAIN DOLLAR AMOUNTS FOR VARIOUS LOANS. IT ALSO REVIEWS MONTHLY AND QUARTERLY STATUS REPORTS ON LOANS, INCLUDING REVIEW OF DELINQUENT LOANS, PROVIDES INPUT ON CHARGE-OFFS AND OTHER ADVERSE ACTION WHICH MAY BE NECESSARY, AND PARTICIPATES IN EVALUATION ACTIVITIES OF THE FUND. THE LOAN COMMITTEE CONSISTS OF AT LEAST FIVE AND GENERALLY NO MORE THAN ELEVEN MEMBERS, WITH APPROXIMATELY HALF OF THE MEMBERS SERVING ON THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES APPOINTS MEMBERS ANNUALLY. THE EXECUTIVE LOAN SUB-COMMITTEE APPROVES OR DENIES ANY LOAN APPLICATIONS THAT WERE TABLED FOR MORE INFORMATION AT A PRIOR LOAN COMMITTEE MEETING. THE SUB-COMMITTEE CONSISTS OF THREE LOAN COMMITTEE MEMBERS, INCLUDING THE CHAIR, VICE-CHAIR, AND ONE OTHER MEMBER APPOINTED BY THE CHAIR UNLESS OTHER ARRANGEMENT WERE APPROVED BY THE LOAN COMMITTEE. BUSINESS FINANCE COMMITTEE - THIS COMMITTEE IS COMPOSED OF UP TO ELEVEN INDIVIDUALS (APPROX. 1/2 FROM THE BOARD). IT MEETS AS NEEDED TO OVERSEE THE BUSINESS FINANCING PORTFOLIO AND TO REVIEW AND APPROVE BUSINESS LOAN AND INVESTMENT APPLICATIONS OVER $50,000.
FORM 990, PART VI, SECTION B, LINE 11	UPON RECEIPT, AND PRIOR TO FILING, FORM 990 IS REVIEWED WITH THE INVESTMENT AND AUDIT COMMITTEE AND BY THE PRESIDENT AND THE CFO/TREASURER. A COPY OF FORM 990 IS PROVIDED TO BOARD MEMBERS FOR THEIR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C	MEMBERS OF THE BOARD OR COMMITTEES WILL NOT PARTICIPATE IN DISCUSSING OR VOTING UPON ANY PROPOSAL OR BUSINESS AGREEMENT IN WHICH THEY HAVE A DIRECT OR INDIRECT PERSONAL OR FINANCIAL INTEREST WITHOUT INFORMING THE BOARD OR COMMITTE OF A POTENTIAL CONFLICT AS SOON AS IT BECOMES APPARENT. STAFF WILL NOT PROMOTE PROPOSALS OR INITIATE BUSINESS AGREEMENTS THAT WOULD FINANCIALLY BENEFIT THEM OR MEMBERS OF THEIR FAMILY WITHOUT INFORMING THE PRESIDENT. THE BOARD WILL BE NOTIFIED IF THE PRESIDENT HAS A POTENTIAL CONFLICT. IF THE CONFLICT IS DETERMINED TO EXIST, OPTIONS TO BE EMPLOYED, AT THE DISCRETION OF THE CHAIR AND/OR PRESIDENT WOULD INCLUDE, BUT NOT LIMITED TO: 1) THE BOARD MEMBER, COMMITTEE MEMBER OR STAFF MEMBER WOULD NOT BE PERMITTED INPUT ON THE DECISION, 2) THE MEMBER IN QUESTION MAY RESPOND TO SPECIFIC INQUIRIES REGARDING THE DECISION, BUT NOT PARTICIPATE IN MAKING THE DECISION, 3) THE MEMBER IN QUESTION SHALL LEAVE THE ROOM WHILE THE ITEM IS UNDER DISCUSSION. BOARD/COMMITTEE/STAFF MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM AT THE BEGINNING OF EACH CALENDAR YEAR OR UPON APPOINTMENT.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION OF ORGANIZATION'S PRESIDENT: THE GOVERNANCE COMMITTEE OF THE BOARD IS CHARGED WITH COORDINATING THE PRESIDENT'S ANNUAL REVIEW AND FOR RECOMMENDING A COMPENSATION PACKAGE TO THE FULL BOARD OF TRUSTEES. THE PROCESS INCLUDES REVIEW OF A WRITTEN REPORT PREPARED BY THE PRESIDENT ON THE ACCOMPLISHMENTS AND ACHIEVEMENTS OF THE AGREED UPON ANNUAL GOALS; CONDUCTING CONFIDENTIAL INFORMAL INTERVIEWS WITH ALL TRUSTEES, SELECTED STAFF AND KEY CONSTITUENTS WHOM THE COMMITTEE IDENTIFIES; AND GATHERING GENERAL OBSERVATIONS FROM THE FULL BOARD OF TRUSTEES ON AN ONGOING BASIS. THE GOVERNANCE COMMITTEE REVIEWS EXECUTIVE COMPENSATION DATA FROM THE OTHER MIFS, MCF AND THE NATIONAL COF AND PREPARES A CONFIDENTIAL REPORT FOR THE BOARD SUMMARIZING THE PERFORMANCE AND ITS RECOMMENDATIONS. THE BOARD REVIEWS AND TAKES ACTION ON THE REPORT AND AFTER WHICH TIME THE BOARD CHAIR DOCUMENTS CHANGES IN COMPENSATION AND BENEFITS AND SUBMITS TO APPROPRIATE STAFF. THIS REVIEW WAS LAST PERFORMED IN 2014. COMPENSATION OF ORGANIZATION'S OFFICERS: POSITIONS ARE GROUPED IN LIKE CLASSIFICATIONS. SALARY RANGES ARE ESTABLISHED BASED ON MARKET, MIF AND MCN SURVEYS. COMPENSATION IS DETERMINED BY A NUMBER OF FACTORS INCLUDING LEVEL OF RESPONSIBILITY, EDUCATION, PRIOR EXPERIENCE, LONGEVITY, NUMBER OF DIRECT REPORTS, AND RISK ASSOCIATED WITH THE TYPE OF WORK PERFORMED. THE PRESIDENT CONDUCTS ANNUAL PERFORMANCE REVIEWS AND SETS COMPENSATION LEVELS. THIS REVIEW WAS LAST PERFORMED IN 2014.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE WITHIN THE ANNUAL REPORT OR UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
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Attach to Form 990.
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Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

INITIATIVE FOUNDATION

Employer identification number

36-3451562

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) VISTA PROGRAM 405 FIRST STREET SE LITTLE FALLS,MN56345 11-3699733	TO BUILD CAPACITY AND SUSTAINABILITY IN A NON-PROFIT	MN	300,756	79,002	INITIATIVE FOUNDATION

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2014

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No

Schedule R (Form 990) 2014

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .

m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2014

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2014

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2014

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO UNLOCK THE POWER OF CENTRAL MINNESOTA PEOPLE TO BUILD AND SUSTAIN THRIVING COMMUNITIES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2014 (Part V, line 2a) ......	5	34
6	Total number of volunteers (estimate if necessary) .............	6	22
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	115,072
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	9,267

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,618,008	3,206,357
9	Program service revenue (Part VIII, line 2g) .........	469,831	523,195
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,592,612	3,963,993
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	309,338	264,429
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	6,989,789	7,957,974
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,809,127	1,924,368
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,668,001	1,814,414
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 378,525
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,265,876	1,262,927
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	5,743,004	5,001,709
19	Revenue less expenses. Subtract line 18 from line 12.......	1,246,785	2,956,265
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	60,796,062	62,919,314
21	Total liabilities (Part X, line 26).............	4,307,716	5,011,853
22	Net assets or fund balances. Subtract line 21 from line 20.....	56,488,346	57,907,461

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,836,161 including grants of $ 657,675 ) (Revenue $ )
	LEADERSHIP AND COMMUNITY DEVELOPMENT (SEE SCHEDULE O)

4b	(Code: ) (Expenses $ 509,339 including grants of $ 156,445 ) (Revenue $ 639,224 )
	ECONOMIC DEVELOPMENT/BUSINESS LENDING(SEE SCHEDULE O)

4c	(Code: ) (Expenses $ 402,513 including grants of $ ) (Revenue $ )
	COMMUNICATIONS & IQ MAGAZINE(SEE SCHEDULE O)

	(Code: ) (Expenses $ 1,199,999 including grants of $ 1,110,248 ) (Revenue $ 6,520 )


4d	Other program services (Describe in Schedule O.)
	(Expenses $ 1,199,999 including grants of $ 1,110,248 ) (Revenue $ 6,520 )
4e	Total program service expenses3,948,012

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	254,950	0	32,107

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c		7,766
d	Related organizations...1d
e	Government grants (contributions)1e		355,940

f	All other contributions, gifts, grants, and similar amounts not included above1f		2,842,651

g	Noncash contributions included in lines 1a-1f:$		11,347
h	Total. Add lines 1a-1f.......			3,206,357
			Business Code
2a	REVOLVING LOAN INT		522100	497,462	497,462
b	LOAN ADMIN FEE		900099	25,733	25,733
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			523,195
3	Investment income (including dividends, interest, and other similar amounts).......			905,850		11,579	894,271
4	Income from investment of tax-exempt bond proceeds..
5	Royalties...........
		(i) Real	(ii) Personal
6a	Gross rents	6,520
b	Less: rental expenses	0
c	Rental income or (loss)	6,520
d	Net rental income or (loss).......			6,520	6,520
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	24,006,665	15,950
b	Less: cost or other basis and sales expenses	20,959,908	4,564
c	Gain or (loss)	3,046,757	11,386
d	Net gain or (loss)..........			3,058,143			3,058,143
8a	Gross income from fundraising events (not including $ 7,766 of contributions reported on line 1c). See Part IV, line 18 ..
	a		61,228
b	Less: direct expenses ...b		31,240
c	Net income or (loss) from fundraising events..			29,988			29,988
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a	BAD DEBT RECOVERIES		900099	116,029	116,029
b	ADVERTISING		541860	103,493		103,493
c	OTHER INCOME		900099	8,399			8,399
d	All other revenue ....
e	Total. Add lines 11a–11d ......			227,921
12	Total revenue. See Instructions......			7,957,974	645,744	115,072	3,990,801


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............			372,412	1	1,122,093
2	Savings and temporary cash investments .........			2,146,889	2	1,676,946
3	Pledges and grants receivable, net ...........			1,849,857	3	1,170,299
4	Accounts receivable, net .............			128,869	4	79,788
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
					6
7	Notes and loans receivable, net .............			6,384,718	7	7,494,883
8	Inventories for sale or use ..............				8
9	Prepaid expenses and deferred charges ..........			57,486	9	78,006
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,181,272
b	Less: accumulated depreciation .....	10b	1,141,977	2,078,710	10c	2,039,295
11	Investments—publicly traded securities ..........			46,533,724	11	47,763,314
12	Investments—other securities. See Part IV, line 11 .....			1,243,397	12	1,494,690
13	Investments—program-related. See Part IV, line 11 .....				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 34)......			60,796,062	16	62,919,314
17	Accounts payable and accrued expenses .........			301,792	17	278,098
18	Grants payable .................			65,145	18	187,075
19	Deferred revenue ................			354,866	19	932,832
20	Tax-exempt bond liabilities .............				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..			163,258	21	190,889
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..			1,736,200	23	1,619,930
24	Unsecured notes and loans payable to unrelated third parties ....			1,676,006	24	1,802,126
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................			10,449	25	903
26	Total liabilities. Add lines 17 through 25.........			4,307,716	26	5,011,853
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			32,728,644	27	33,393,433
28	Temporarily restricted net assets ...........			5,115,817	28	5,038,366
29	Permanently restricted net assets ...........			18,643,885	29	19,475,662
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances ...........			56,488,346	33	57,907,461
34	Total liabilities and net assets/fund balances ........			60,796,062	34	62,919,314