Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 03-01-2018 , and ending 02-28-2019
Name of foundation
HUGH J ANDERSEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)342 FIFTH AVENUE NORTH SUITE 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BAYPORT, MN550034502
A Employer identification number

41-6020914
B Telephone number (see instructions)

(651) 439-1557
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$101,729,032
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 250,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,865 1,865  
4 Dividends and interest from securities... 1,663,050 1,663,050  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,289,733
b Gross sales price for all assets on line 6a 5,267,475
7 Capital gain net income (from Part IV, line 2)... 3,289,733
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,204,648 4,954,648  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 562      
b Accounting fees (attach schedule)....... 7,040 550   6,490
c Other professional fees (attach schedule).... 498,539 63,139   435,400
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 41,756      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,364     5,364
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,139     14,114
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 567,400 63,689   461,368
25 Contributions, gifts, grants paid....... 4,404,000 4,404,000
26 Total expenses and disbursements. Add lines 24 and 25 4,971,400 63,689   4,865,368
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 233,248
b Net investment income (if negative, enter -0-) 4,890,959
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 281,465 1,025,978 1,025,978
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 87,946,220 Click to see attachment90,896,204 90,896,204
c Investments—corporate bonds (attach schedule)....... 9,937,901 Click to see attachment9,806,850 9,806,850
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 98,165,586 101,729,032 101,729,032
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 21,269,042 21,502,290
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 76,896,544 80,226,742
30 Total net assets or fund balances (see instructions)..... 98,165,586 101,729,032
31 Total liabilities and net assets/fund balances (see instructions). 98,165,586 101,729,032
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
98,165,586
2
Enter amount from Part I, line 27a .....................
2
233,248
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,330,198
4
Add lines 1, 2, and 3 ..........................
4
101,729,032
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
101,729,032
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b ANDERSEN CORPORATION D 1982-06-11 2019-02-20
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,812,746   1,924,794 887,952
b 2,454,729   52,948 2,401,781
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       887,952
b       2,401,781
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 3,289,733
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 4,548,481 92,260,830 0.049300
2016 3,917,335 79,188,653 0.049468
2015 3,283,834 68,630,027 0.047848
2014 3,000,143 60,820,260 0.049328
2013 2,681,405 54,083,052 0.049579
2
Total of line 1, column (d) .....................
2
0.245523
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049105
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
97,928,214
5
Multiply line 4 by line 3......................
5
4,808,765
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
48,910
7
Add lines 5 and 6........................
7
4,857,675
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,865,368
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 48,910
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 48,910
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 48,910
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 33,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 33,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 15,910
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SRINC.BIZ/HJA
    14
    The books are in care ofbulletSARAH J ANDERSEN Telephone no.bullet (651) 439-1557

    Located atbullet342 FIFTH AVE NORTH SUITE 200BAYPORTMN ZIP+4bullet550034502
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SARAH J ANDERSEN PRESIDENT
    1.00
    0 0 0
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN550034502
    WILLIAM H RUBENSTEIN SEC/ TREAS
    1.00
    0 0 0
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN550034502
    LISA W COPELAND VICE PRES
    1.00
    0 0 0
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN550034502
    ELLEN B ANDERSEN VICE PRES
    1.00
    0 0 0
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN550034502
    WILLIAM W RUBENSTEIN DIRECTOR
    1.00
    0 0 0
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN550034502
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    SRI INC ADMINISTRATIVE 441,400
    342 FIFTH AVE NORTH SUITE 200
    BAYPORT,MN550034502
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    99,257,009
    b
    Average of monthly cash balances.......................
    1b
    162,498
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    99,419,507
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    99,419,507
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,491,293
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    97,928,214
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,896,411
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,896,411
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    48,910
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    48,910
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,847,501
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    4,847,501
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    4,847,501
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    4,865,368
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,865,368
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    48,910
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,816,458
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 4,847,501
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 11,858
    c From 2015......  
    d From 2016...... 4,182
    e From 2017...... 9,951
    fTotal of lines 3a through e........ 25,991
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,865,368
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount..... 4,847,501
    e Remaining amount distributed out of corpus 17,867
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 43,858
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    43,858
    10 Analysis of line 9:
    a Excess from 2014.... 11,858
    b Excess from 2015....  
    c Excess from 2016.... 4,182
    d Excess from 2017.... 9,951
    e Excess from 2018.... 17,867
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    SARAH J ANDERSEN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    HUGH J ANDERSEN FOUNDATION
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN550034502
    (651) 439-1557
    bThe form in which applications should be submitted and information and materials they should include:
    THE ANNUAL REPORT, APPLICATION FORM AND GUIDELINES FURNISHED UPON REQUEST AND AVAILABLE AT WWW.SRINC.BIZ/FOUNDATIONS/HUGH-J-ANDERSEN-FOUNDATION/PUBLI CATIONS/
    cAny submission deadlines:
    MARCH 15, JUNE 15, AUGUST 15, AND NOVEMBER 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE PRIMARY GEOGRAPHIC FOCUS IS THE ST. CROIX VALLEY. THIS AREA INCLUDES WASHINGTON COUNTY IN MINNESOTA AND PIERCE, POLK, AND ST. CROIX COUNTIES IN WISCONSIN. THE SECONDARY GEOGRAPHIC FOCUS IS THE ST. PAUL, MINNESOTA METROPOLITAN AREA.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    180 DEGREES INC
    236 CLIFTON AVENUE S
    MINNEAPOLIS,MN554033466
        BRITTANY'S PLACE PROGRAM 15,000
    ABC FOR RURAL HEALTH INC
    100 POLK COUNTY PLAZA
    SUITE 180
    BALSAM LAKE,WI54810
        GENERAL OPERATING SUPPORT 12,000
    AIN DAH YUNG (OUR HOME) CENTER
    1089 PORTLAND AVENUE
    ST PAUL,MN55104
        GENERAL OPERATING SUPPORT 16,000
    AIN DAH YUNG (OUR HOME) CENTER
    1089 PORTLAND AVENUE
    ST PAUL,MN55104
        SUPPORTIVE HOUSING PROGRAM 10,000
    THE ALIVENESS PROJECT INC
    3808 NICOLLET AVE
    MINNEAPOLIS,MN55409
        GENERAL OPERATING SUPPORT 18,000
    AMERICAN DIABETES ASSOCIATION MINN
    BRAEMAR OFFICE PARK
    8000 W 78TH STREET SUIT
    EDINA,MN554392540
        CAMP NEEDLEPOINT/DAYPOINT 5,000
    AMERICAN INDIAN FAMILY CENTER
    579 WELLS STREET
    ST PAUL,MN55130
        GENERAL OPERATING SUPPORT 15,000
    AMERY AREA FOOD PANTRY
    230 DERONDA STREET
    PO BOX 64
    AMERY,WI54001
        GENERAL OPERATING SUPPORT 5,000
    ANN BANCROFT FOUNDATION
    211 N 1ST STREET
    SUITE 480
    MINNEAPOLIS,MN55401
        GENERAL OPERATING SUPPORT 2,000
    ANN BANCROFT FOUNDATION
    211 N 1ST STREET
    SUITE 480
    MINNEAPOLIS,MN55401
        GENERAL OPERATING SUPPORT 35,000
    ARROWHEAD ECONOMIC OPPORTUNITY AGEN
    702 S 3RD AVE
    VIRGINIA,MN55792
        COOK COUNTY FOOD SHELF 7,000
    ARTREACH ST CROIX
    224 NORTH 4TH STREET
    STILLWATER,MN55082
        GENERAL OPERATING SUPPORT 25,000
    THE ARTS PARTNERSHIP
    345 WASHINGTON STREET
    ST PAUL,MN55102
        GENERAL OPERATING SUPPORT 10,000
    ASSISTANCE AND RESOURCE CENTER INC
    PO BOX 223
    RIVER FALLS,WI54022
        GENERAL OPERATING SUPPORT 9,000
    AUTISM SOCIETY OF MINNESOTA
    2380 WYCLIFF STREET
    SUITE 102
    ST PAUL,MN55114
        CAMP HAND IN HAND AND CAMP DISCOVERY 7,000
    AVENUES FOR HOMELESS YOUTH
    1708 OAK PARK AVENUE NORT
    MINNEAPOLIS,MN55411
        GENERAL OPERATING SUPPORT 17,000
    BALDWIN AREA MEDICAL CENTER
    1100 BERGSLIEN ST
    BALDWIN,WI54002
        AMBULANCE GARAGE AND DRIVE UNDER CAN 25,000
    BASIC NEEDS INC OF SOUTH WASHINGT
    D/B/A STONE SOUP THRIFT SHOP
    950 3RD STREET
    SUITE 101
    ST PAUL PARK,MN55071
        GENERAL OPERATING SUPPORT 18,000
    BELWIN CONSERVANCY
    1553 STAGECOACH TRAIL SOU
    AFTON,MN55001
        GENERAL OPERATING SUPPORT 12,000
    BOYS & GIRLS CLUB OF DUBOIS
    401 CARSON ST
    PO BOX 65
    DUBOIS,WY82513
        GENERAL OPERATING SUPPORT 7,500
    BOYS & GIRLS CLUB OF DUBOIS
    401 CARSON ST
    PO BOX 65
    DUBOIS,WY82513
        STEM, LEADERSHIP AND OTHER YOUTH ACA 12,750
    BOYS & GIRLS CLUBS OF THE TWIN CITI
    690 JACKSON STREET
    ST PAUL,MN55103
        EAST METRO GENERAL OPERATING SUPPORT 10,000
    BRENNAN CENTER FOR JUSTICE
    120 BROADWAY
    SUITE 1750
    NEW YORK,NY10271
        GENERAL OPERATING SUPPORT 1,625
    THE BRIDGE FOR YOUTH INC
    1111 WEST 22ND STREET
    MINNEAPOLIS,MN55405
        OUTREACH SUPPORT SERVICES 20,000
    BRIDGING INC
    201 WEST 87TH STREET
    BLOOMINGTON,MN554202715
        EAST METRO GENERAL OPERATING SUPPORT 15,000
    CALIFORNIA COMMUNITY FOUNDATION
    221 S FIGUEROA ST
    SUITE 400
    LOS ANGELES,CA90012
        SOUTHERN CALIFORNIA WILDFIRE RELIEF 50,000
    CAMPHILL VILLAGE MINNESOTA INC
    15136 CELTIC DRIVE
    SAUK CENTRE,MN56378
        GENERAL OPERATING SUPPORT 21,000
    CANVAS HEALTH INC
    7066 STILLWATER BLVD NOR
    OAKDALE,MN55128
        GENERAL OPERATING SUPPORT 32,000
    CARPENTER ST CROIX VALLEY NATURE C
    12805 ST CROIX TRAIL S
    HASTINGS,MN55033
        GENERAL OPERATING SUPPORT 3,000
    CARPENTER ST CROIX VALLEY NATURE C
    12805 ST CROIX TRAIL S
    HASTINGS,MN55033
        GENERAL OPERATING SUPPORT 16,000
    CASA DE ESPERANZA
    PO BOX 40115
    ST PAUL,MN55104
        GENERAL OPERATING SUPPORT 26,000
    CATHOLIC CHARITIES OF THE ARCHDIOCE
    1200 SECOND AVENUE SOUTH
    MINNEAPOLIS,MN55403
        HIGHER GROUND ST. PAUL 20,000
    CENTER FOR INDEPENDENT LIVING FOR W
    2920 SCHNEIDER AVENUE EAS
    MENOMONIE,WI54751
        NEW FREEDOM TRANSPORTATION PROGRAM F 25,000
    THE CENTER FOR VICTIMS OF TORTURE
    2356 UNIVERSITY AVENUE WE
    SUITE 430
    ST PAUL,MN55114
        GENERAL OPERATING SUPPORT 25,000
    CHARITIES REVIEW COUNCIL OF MINNESO
    700 RAYMOND AVE
    SUITE 160
    ST PAUL,MN55114
        GENERAL OPERATING SUPPORT 16,000
    CHILDREN'S DEFENSE FUND MINNESOTA
    555 PARK STREET
    SUITE 410
    ST PAUL,MN55103
        BRIDGE TO BENEFITS 12,000
    CHILDREN'S HOSPITALS AND CLINICS
    5901 LINCOLN DRIVE
    EDINA,MN55436
        LITEGAIT SYSTEM FOR CHILDREN'S-ST. P 6,500
    CHILDREN'S HOSPITALS AND CLINICS
    5901 LINCOLN DRIVE
    EDINA,MN55436
        MIDWEST CHILDREN'S RESOURCE CENTER 25,000
    CHILDREN'S THEATRE COMPANY
    2400 THIRD AVENUE SOUTH
    MINNEAPOLIS,MN55404
        GENERAL OPERATING SUPPORT 19,000
    CHRISTIAN CUPBOARD EMERGENCY FOOD S
    8264 4TH STREET N
    OAKDALE,MN55128
        GENERAL OPERATING SUPPORT 24,000
    CHRISTIAN FOOD CUPBOARD OF HUDSON
    ST PATRICK'S CATHOLIC CHURCH
    1500 VINE STREET
    HUDSON,WI54016
        GENERAL OPERATING SUPPORT 2,500
    CLARE HOUSING
    929 CENTRAL AVENUE NE
    MINNEAPOLIS,MN55413
        GENERAL OPERATING SUPPORT 26,000
    CLIMB THEATRE INC
    6415 CARMEN AVENUE E
    INVER GROVE HEIGHTS,MN550764428
        GENERAL OPERATING SUPPORT 15,000
    CLUES
    797 E 7TH ST
    ST PAUL,MN55106
        GENERAL OPERATING SUPPORT 15,000
    COLLEGE SUMMIT INC
    1140 3RD ST NE
    SUITE 320
    WASHINGTON,DC20002
        GENERAL OPERATING SUPPORT 7,500
    COMMONBOND COMMUNITIES
    1080 MONTREAL AVENUE
    ST PAUL,MN551162311
        WASHINGTON COUNTY FAMILY ADVANTAGE C 20,000
    COMMONBOND COMMUNITIES
    1080 MONTREAL AVENUE
    ST PAUL,MN551162311
        HEADWATERS LANDING 25,000
    COMMUNITY REFERRAL AGENCY INC
    PO BOX 365
    MILLTOWN,WI54858
        GENERAL OPERATING SUPPORT 20,000
    COMMUNITY THREAD
    2300 ORLEANS STREET WEST
    STILLWATER,MN55082
        GENERAL OPERATING SUPPORT AND BAYPOR 74,000
    COMO FRIENDS
    1225 ESTABROOK DRIVE
    ST PAUL,MN55103
        GENERAL OPERATING SUPPORT 7,500
    COMPAS
    475 CLEVELAND AVE
    SUITE 222
    ST PAUL,MN55104
        ARTS EDUCATION AND INCLUSIVITY PILOT 25,000
    COMPAS
    475 CLEVELAND AVE
    SUITE 222
    ST PAUL,MN55104
        ST. CROIX VALLEY ARTS EDUCATION PROG 22,000
    COOK COUNTY SCHOOL DISTRICT ISD 166
    101 W 5TH STREET
    GRAND MARAIS,MN55604
        COOK COUNTY SCHOOL DISTRICT ATHLETIC 2,000
    COURAGE KENNY FOUNDATION
    3915 GOLDEN VALLEY ROAD
    MINNEAPOLIS,MN55422
        COURAGE KENNY REHABILITATION INSTITU 37,000
    COURAGE KENNY FOUNDATION
    3915 GOLDEN VALLEY ROAD
    MINNEAPOLIS,MN55422
        COURAGE RIDERS PROGRAM 7,500
    DREAM OF WILD HEALTH
    1308 EAST FRANKLIN AVE
    MINNEAPOLIS,MN55404
        AMERICAN INDIAN YOUTH ENVIRONMENTAL 14,000
    DUCK SOUP PLAYERS INC
    PO BOX 219
    MARINE ON ST CROIX,MN55047
        GENERAL OPERATING SUPPORT 10,000
    DULUTH CHILDREN'S MUSEUM
    115 SOUTH 29TH AVENUE WES
    DULUTH,MN55806
        GENERAL OPERATING SUPPORT 15,000
    ELIM LUTHERAN CHURCH
    ELIM SCANDIA MARINE FOOD SHELF
    8186 SCANDIA TRAIL NORTH
    FOREST LAKE,MN55025
        2019 OPERATING SUPPORT FOR THE ELIM 1,500
    ELMWOOD FOOD PANTRY INC
    108 SOUTH MAIN STREET
    ELMWOOD,WI54740
        GENERAL OPERATING SUPPORT 3,000
    EMMA NORTON RESIDENCE
    670 N ROBERT STREET
    ST PAUL,MN55101
        EMMA'S PLACE YOUTH SERVICES 10,000
    EPILEPSY FOUNDATION OF MINNESOTA
    1600 UNIVERSITY AVENUE W
    SUITE 300
    ST PAUL,MN55104
        CAMP OZ 5,000
    FACE TO FACE HEALTH AND COUNSELING
    1165 ARCADE STREET
    ST PAUL,MN55106
        SAFEZONE CENTER FOR HOMELESS AND RUN 11,000
    FAMILY PATHWAYS
    6413 OAK ST
    NORTH BRANCH,MN550565129
        2019 OPERATING SUPPORT FOR THE ST. C 6,000
    FAMILY PATHWAYS
    6413 OAK ST
    NORTH BRANCH,MN550565129
        2019 OPERATING SUPPORT FOR THE FREDE 3,000
    FAMILY PATHWAYS
    6413 OAK ST
    NORTH BRANCH,MN550565129
        2019 OPERATING SUPPORT FOR THE FORES 3,500
    THE FAMILY PLACE
    244 EAST 10TH STREET
    ST PAUL,MN55101
        GOING HOME: FAMILY EDUCATION PROGRAM 10,000
    FAMILY RESOURCE CENTER ST CROIX VA
    857 MAIN STREET
    P O BOX 2087
    BALDWIN,WI54002
        GENERAL OPERATING SUPPORT 33,000
    FAMILY RESOURCE CENTER ST CROIX VA
    857 MAIN STREET
    P O BOX 2087
    BALDWIN,WI54002
        GENERAL OPERATING SUPPORT 6,000
    FAMILY SERVICES OF WESTCHESTER INC
    1 GATEWAY PLAZA
    4TH FLOOR
    PORT CHESTER,NY105736474
        FOSTER CARE PROGRAM 2,000
    FAMILY SERVICES OF WESTCHESTER INC
    1 GATEWAY PLAZA
    4TH FLOOR
    PORT CHESTER,NY105736474
        THE SHARING SHELF 5,000
    FAMILY SERVICES OF WESTCHESTER INC
    1 GATEWAY PLAZA
    4TH FLOOR
    PORT CHESTER,NY105736474
        THE SHARING SHELF 4,800
    FAMILY TREE CLINIC
    1619 DAYTON AVENUE
    SUITE 205
    ST PAUL,MN55104
        GENERAL OPERATING SUPPORT 15,000
    FAMILYMEANS
    1875 NORTHWESTERN AVENUE
    STILLWATER,MN55082
        GENERAL OPERATING SUPPORT 62,000
    FAMILYWISE SERVICES
    3036 UNIVERSITY AVENUE S
    MINNEAPOLIS,MN554143316
        FAMILYWISE 2020 CAPITAL CAMPAIGN 40,000
    FAMILYWISE SERVICES
    3036 UNIVERSITY AVENUE S
    MINNEAPOLIS,MN554143316
        GENERAL OPERATING SUPPORT 25,000
    FAMILYWISE SERVICES
    3036 UNIVERSITY AVENUE S
    MINNEAPOLIS,MN554143316
        BRIGHT BEGINNINGS TEEN PARENTING PRO 3,000
    FIREFLY SISTERHOOD
    5775 WAYZATA BLVD
    MINNEAPOLIS,MN55416
        EAST METRO GENERAL OPERATING SUPPORT 5,000
    THE FISTULA FOUNDATION
    1922 THE ALAMEDA
    SUITE 302
    SAN JOSE,CA95126
        GENERAL OPERATING SUPPORT 2,875
    FIVE LOAVES FOOD & CLOTHING CENTER
    144 WEST THIRD STREET
    SUITE D
    NEW RICHMOND,WI54017
        GENERAL OPERATING SUPPORT 9,000
    THE FOOD GROUP MINNESOTA INC
    8501 54TH AVENUE NORTH
    NEW HOPE,MN55428
        17,000 IN GENERAL OPERATING SUPPORT 29,000
    THE FOUNDATION CENTER
    32 OLD SLIP
    24TH FLOOR
    NEW YORK,NY10005
        GENERAL OPERATING SUPPORT 4,000
    FRANCONIA SCULPTURE PARK
    29836 ST CROIX TRAIL
    FRANCONIA,MN55074
        20TH ANNIVERSARY CAMPAIGN: IMAGINATI 15,000
    FRANCONIA SCULPTURE PARK
    29836 ST CROIX TRAIL
    FRANCONIA,MN55074
        COMMUNITY AND CULTURAL VITALITY/AT-R 21,000
    FREE CLINIC OF PIERCE AND ST CROIX
    1687 EAST DIVISION STREET
    PO BOX 745
    RIVER FALLS,WI54022
        GENERAL OPERATING SUPPORT 17,000
    FRIENDS IN NEED FOOD SHELF
    PO BOX 6
    COTTAGE GROVE,MN55016
        GENERAL OPERATING SUPPORT 20,000
    GILDA'S CLUB WESTCHESTER
    80 MAPLE AVE
    WHITE PLAINS,NY10601
        GENERAL OPERATING SUPPORT 10,000
    GILLETTE CHILDREN'S HOSPITAL FOUNDA
    200 UNIVERSITY AVENUE EAS
    ST PAUL,MN55101
        GENERAL OPERATING SUPPORT 18,000
    GIRL SCOUTS OF MINNESOTA AND WISCON
    400 SECOND AVENUE SOUTH
    WAITE PARK,MN563871470
        GENERAL OPERATING SUPPORT FOR COOK C 2,000
    GIRL SCOUTS OF MINNESOTA AND WISCON
    400 SECOND AVENUE SOUTH
    WAITE PARK,MN563871470
        GENERAL OPERATING SUPPORT 1,500
    GIRL SCOUTS OF MINNESOTA AND WISCON
    400 SOUTH ROBERT STREET
    ST PAUL,MN55107
        POWER GIRLS 2,000
    GIRL SCOUTS OF MINNESOTA AND WISCON
    400 SOUTH ROBERT STREET
    ST PAUL,MN55107
        GENERAL OPERATING SUPPORT 55,000
    GREYSTON FOUNDATION INC
    21 PARK AVENUE
    YONKERS,NY10703
        GENERAL OPERATING SUPPORT 9,000
    GREYSTON FOUNDATION INC
    21 PARK AVENUE
    YONKERS,NY10703
        GENERAL OPERATING SUPPORT 5,625
    GREYSTON FOUNDATION INC
    21 PARK AVENUE
    YONKERS,NY10703
        GENERAL OPERATING SUPPORT 5,300
    GUTHRIE THEATER FOUNDATION
    818 2ND STREET SOUTH
    MINNEAPOLIS,MN55415
        ST. CROIX VALLEY SCHOOL PARTNERSHIP 12,000
    HELP AT YOUR DOOR
    8441 WAYZATA BLVD
    SUITE 160
    GOLDEN VALLEY,MN55426
        GENERAL OPERATING SUPPORT 25,000
    HOME LINE
    3455 BLOOMINGTON AVENUE
    MINNEAPOLIS,MN55407
        2018 GENERAL OPERATING SUPPORT FOR R 14,000
    HOME LINE
    3455 BLOOMINGTON AVENUE
    MINNEAPOLIS,MN55407
        2019 GENERAL OPERATING SUPPORT FOR R 14,000
    THE HOUSINGLINK
    275 MARKET STREET
    SUITE 509
    MINNEAPOLIS,MN55405
        GENERAL OPERATING SUPPORT FOR WASHIN 12,000
    HUDSON AREA BACKPACK PROGRAM INC
    PO BOX 491
    HUDSON,WI54016
        GENERAL OPERATING SUPPORT 5,000
    HUDSON HOSPITAL FOUNDATION
    405 STAGELINE ROAD
    HUDSON,WI54016
        EMERGENCY CENTER EXPANSION 25,000
    HUGO GOOD NEIGHBORS FOOD SHELF
    PO BOX 373
    HUGO,MN55038
        2019 GENERAL OPERATING SUPPORT 5,000
    HUNGER PREVENTION COUNCIL OF PIERCE
    PO BOX 201
    ELLSWORTH,WI54011
        2019 OPERATING SUPPORT OF THE PIERCE 8,000
    HUNGER SOLUTIONS
    555 PARK STREET
    SUITE 400
    ST PAUL,MN55103
        MINNESOTA FOOD HELPLINE 15,000
    ILLUSION THEATER AND SCHOOL
    528 HENNEPIN AVENUE
    704
    MINNEAPOLIS,MN554031810
        ST. CROIX VALLEY EDUCATION PROGRAMS 16,000
    IMMIGRANT LAW CENTER OF MINNESOTA
    450 NORTH SYNDICATE STREE
    SUITE 200
    ST PAUL,MN55104
        WASHINGTON COUNTY GENERAL OPERATING 22,000
    IN THE HEART OF THE BEAST PUPPET AN
    1500 EAST LAKE STREET
    MINNEAPOLIS,MN55407
        GENERAL OPERATING SUPPORT 17,000
    INNOCENCE PROJECT
    40 WORTH STREET
    SUITE 701
    NEW YORK,NY10013
        GENERAL OPERATING SUPPORT 6,375
    INTERFAITH CAREGIVERS OF POLK COUNT
    PO BOX 65
    MILLTOWN,WI54858
        GENERAL OPERATING SUPPORT 7,500
    INTERNATIONAL RESCUE COMMITTEE INC
    122 EAST 42ND STREET
    SUITE 12
    NEW YORK,NY101681289
        GENERAL OPERATING SUPPORT 4,625
    INTERNATIONAL WOLF CENTER
    7100 NORTHLAND CIRCLE N
    SUITE 205
    BROOKLYN PARK,MN55428
        GENERAL OPERATING SUPPORT 6,000
    JUSTUS HEALTH
    2577 TERRITORIAL ROAD
    ST PAUL,MN55114
        LEGAL SERVICES PROGRAM 21,000
    KINSHIP OF POLK COUNTY
    PO BOX 68
    BALSAM LAKE,WI54810
        GENERAL OPERATING SUPPORT 12,000
    KPFK
    MEMBERSHIP DEPARTMENT
    3729 CAHUENGA BOULEVARD W
    NORTH HOLLYWOOD,CA91604
        GENERAL OPERATING SUPPORT 7,500
    KPFK
    MEMBERSHIP DEPARTMENT
    3729 CAHUENGA BOULEVARD W
    NORTH HOLLYWOOD,CA91604
        GENERAL OPERATING SUPPORT 6,375
    LEARNING DISABILITIES ASSOCIATION
    6100 GOLDEN VALLEY ROAD
    GOLDEN VALLEY,MN55422
        GENERAL OPERATING SUPPORT 13,000
    LIFELINE FOOD PANTRY
    560 5TH STREET
    PO BOX 86
    CLEAR LAKE,WI54004
        GENERAL OPERATING SUPPORT 3,500
    LIFTING UP WESTCHESTER
    35 ORCHARD ST
    WHITE PLAINS,NY10603
        GENERAL OPERATING SUPPORT 6,000
    LIFTING UP WESTCHESTER
    35 ORCHARD ST
    WHITE PLAINS,NY10603
        GENERAL OPERATING SUPPORT 5,625
    THE LINK
    1210 GLENWOOD AVENUE
    MINNEAPOLIS,MN55405
        SUBURBAN RAPID REHOUSING PROGRAM FOR 7,500
    LOAVES AND FISHES TOO
    721 KASOTA AVE SE
    MINNEAPOLIS,MN55414
        GENERAL OPERATING SUPPORT FOR EAST M 25,000
    LOCAL INITIATIVES SUPPORT CORPORATI
    HAMLINE PARK PLAZA
    570 ASBURY STREET SUITE
    ST PAUL,MN55104
        GENERAL OPERATING SUPPORT 10,000
    LOS ANGELES LGBT CENTER
    1625 N SCHRADER BOULEVAR
    LOS ANGELES,CA90028
        GENERAL OPERATING SUPPORT 7,500
    LUCK LUTHERAN CHURCH
    LOAVES & FISHES INTERFAITH FOOD PANTRY
    300 S 1ST ST
    LUCK,WI54853
        2019 GENERAL OPERATING SUPPORT FOR L 3,000
    LUTHERAN SOCIAL SERVICE OF MINNESOT
    2485 COMO AVENUE
    ST PAUL,MN55108
        SAFE HOUSE EMERGENCY SHELTER FOR TEE 21,000
    LUTHERAN SOCIAL SERVICE OF MINNESOT
    424 WEST SUPERIOR STREET
    SUITE 204
    DULUTH,MN55802
        TOGETHER FOR YOUTH PROGRAM 6,000
    LUTHERAN SOCIAL SERVICE OF MINNESOT
    424 WEST SUPERIOR STREET
    SUITE 204
    DULUTH,MN55802
        TOGETHER FOR YOUTH PROGRAM 12,000
    MARINE LIBRARY ASSOCIATION
    PO BOX 85
    MARINE ON ST CROIX,MN55047
        GENERAL OPERATING SUPPORT 1,000
    MATERNAL HELP HOPE FUND
    PO BOX 1270
    SAN JOSE,CA95108
        HAMLIN FISTULA USA - ADDIS ABABA FIS 2,125
    MERRICK COMMUNITY SERVICES
    1669 ARCADE ST N
    SUITE 4
    ST PAUL,MN55106
        GENERAL OPERATING SUPPORT 15,000
    MERRILL COMMUNITY ARTS CENTER
    380 RIVERTOWN DRIVE 200
    WOODBURY,MN55125
        CAPACITY BUILDING 20,000
    MERRILL COMMUNITY ARTS CENTER
    380 RIVERTOWN DRIVE 200
    WOODBURY,MN55125
        SOS FOR YOUTH PROGRAM 16,000
    METROPOLITAN INTERFAITH COUNCIL ON
    463 MARIA AVE
    ST PAUL,MN55106
        EAST METRO GENERAL OPERATING SUPPORT 9,000
    MINNESOTA CHILDREN'S MUSEUM
    10 WEST SEVENTH STREET
    ST PAUL,MN55102
        GENERAL OPERATING SUPPORT 25,000
    MINNESOTA COUNCIL OF NONPROFITS
    2314 UNIVERSITY AVENUE WE
    SUITE 20
    ST PAUL,MN551141802
        GENERAL OPERATING SUPPORT 10,000
    MINNESOTA FRINGE FESTIVAL
    79 13TH AVENUE NE
    SUITE 112
    MINNEAPOLIS,MN55413
        FAMILY FRINGE FESTIVAL 5,000
    MINNESOTA HISTORICAL SOCIETY
    345 KELLOGG BOULEVARD WES
    ST PAUL,MN551021906
        GENERAL OPERATING SUPPORT 7,500
    MINNESOTA LITERACY COUNCIL
    700 RAYMOND AVENUE
    SUITE 180
    ST PAUL,MN55114
        GENERAL OPERATING SUPPORT 12,000
    MINNESOTA WOMEN'S CONSORTIUM
    550 RICE STREET
    SUITE 100
    ST PAUL,MN55103
        GENERAL OPERATING SUPPORT 10,000
    MIXED BLOOD THEATRE COMPANY
    1501 SOUTH FOURTH STREET
    MINNEAPOLIS,MN55454
        2018-19 EDUCATIONAL SHOWS 6,000
    MOMS AND DADS AGAINST METH INC
    336 NORTH WASHINGTON STRE
    PO BOX 172
    ST CROIX FALLS,WI54024
        BUTTERFLY HOUSE GENERAL OPERATING SU 5,000
    NEIGHBORHOOD DEVELOPMENT ALLIANCE
    481 WABASHA STREET SOUTH
    ST PAUL,MN55107
        HOUSING AND FINANCIAL ADVISING PROGR 10,000
    NEIGHBORHOOD HOUSE
    179 ROBIE STREET EAST
    ST PAUL,MN551072360
        GENERAL OPERATING SUPPORT 20,000
    NEW LIFE CHURCH OF WOODBURY
    6758 BAILEY ROAD
    WOODBURY,MN551292599
        2019 OPERATING SUPPORT FOR THE NEW L 1,000
    NEW RICHMOND AREA CENTRE
    425 EAST FIFTH STREET
    NEW RICHMOND,WI54017
        YOUTH AND FAMILIES INITIATIVE 10,000
    NORTH VALLEY COMMUNITY FOUNDATION
    240 MAIN ST
    SUITE 260
    CHICO,CA95928
        CAMPFIRE EVACUATION RELIEF FUND 50,000
    NORTHWOODS HOMELESS SHELTERS INC
    PO BOX 411
    AMERY,WI54001
        GENERAL OPERATING SUPPORT 19,000
    ONE HEARTLAND
    2101 HENNEPIN AVE S 20
    MINNEAPOLIS,MN55405
        ST. CROIX VALLEY GENERAL OPERATING S 5,000
    OAARP LLC
    ATTN SILVER SOBRIETY
    11550 STILLWATER BLVD
    SUITE 103
    LAKE ELMO,MN55042
        SCHOLARSHIPS FOR THE SILVER SOBRIETY 15,000
    OPEN ACCESS CONNECTIONS
    1821 UNIVERSITY AVENUE
    SUITE N-184
    ST PAUL,MN55104
        EAST METRO AND WESTERN WISCONSIN OUT 10,000
    OPEN ARMS OF MINNESOTA
    2500 BLOOMINGTON AVENUE S
    MINNEAPOLIS,MN55404
        GENERAL OPERATING SUPPORT 16,000
    OPEN CITIES HEALTH CENTER INC
    409 NORTH DUNLAP STREET
    ST PAUL,MN55104
        GENERAL OPERATING SUPPORT 12,000
    OPERATION HELP
    PO BOX 1134
    HUDSON,WI54016
        GENERAL OPERATING SUPPORT 16,000
    ORDWAY CENTER FOR THE PERFORMING AR
    345 WASHINGTON STREET
    ST PAUL,MN55102
        EDUCATION AND COMMUNITY ENGAGEMENT 27,000
    OUR COMMUNITY KITCHEN
    215 FOURTH STREET NORTH
    STILLWATER,MN55082
        GENERAL OPERATING SUPPORT 6,000
    OUR NEIGHBORS' PLACE INC
    PO BOX 274
    RIVER FALLS,WI54022
        GENERAL OPERATING SUPPORT 29,000
    OUTFRONT MINNESOTA COMMUNITY SERVIC
    310 38TH STREET EAST
    SUITE 209
    MINNEAPOLIS,MN55409
        GENERAL OPERATING SUPPORT 14,000
    PACER CENTER
    8161 NORMANDALE BOULEVARD
    MINNEAPOLIS,MN554371044
        KIDS AGAINST BULLYING AND COUNT ME I 10,000
    PARK SQUARE THEATRE COMPANY
    408 ST PETER STREET
    SUITE 110
    SAINT PAUL,MN551021130
        ST. CROIX VALLEY EDUCATION PROGRAMS 17,500
    THE PARTNERSHIP PLAN FOR STILLWATER
    1875 SOUTH GREELEY STREET
    STILLWATER,MN55082
        ROBOTICS PROGRAM AT STILLWATER AREA 15,000
    THE PARTNERSHIP PLAN FOR STILLWATER
    1875 SOUTH GREELEY STREET
    STILLWATER,MN55082
        ART AND LITERATURE ENRICHMENT PROGRA 10,000
    PENUMBRA THEATRE COMPANY
    270 N KENT STREET
    ST PAUL,MN55102
        GENERAL OPERATING SUPPORT 15,000
    PEOPLE INCORPORATED
    2060 CENTRE POINTE BOULEV
    SUITE 3
    ST PAUL,MN55120
        GENERAL OPERATING SUPPORT 12,000
    PHILADELPHIA COMMUNITY FARM INC
    PO BOX 668
    OSCEOLA,WI54020
        GENERAL OPERATING SUPPORT 14,000
    THE PHIPPS CENTER FOR THE ARTS
    109 LOCUST STREET
    HUDSON,WI540161518
        GENERAL OPERATING SUPPORT 27,000
    PIERCE COUNTY DEPARTMENT OF PUBLIC
    1234 S WASSON LANE
    SUITE A
    RIVER FALLS,WI54022
        PIERCE COUNTY REPRODUCTIVE HEALTH 10,000
    PLANNED PARENTHOOD OF MINNESOTA NO
    671 VANDALIA STREET
    ST PAUL,MN55114
        THE WOODBURY HEALTH CENTER 22,000
    PLANNED PARENTHOOD OF MINNESOTA NO
    671 VANDALIA STREET
    ST PAUL,MN55114
        GENERAL OPERATING SUPPORT 22,000
    PLUM CITY EVANGELICAL FREE CHURCH
    301 FIRST STREET
    PLUM CITY,WI54761
        REFRIGERATOR REPLACEMENT 2,000
    PLUM CITY EVANGELICAL FREE CHURCH
    301 FIRST STREET
    PLUM CITY,WI54761
        2019 GENERAL OPERATING SUPPORT FOR T 3,500
    POLAR BEARS INTERNATIONAL
    PO BOX 3008
    BOZEMAN,MT59772
        POLAR BEARS INTERNATIONAL HOUSE 2,000
    POLK COUNTY CRIMINAL JUSTICE COLLAB
    1005 W MAIN ST
    SUITE 800
    BALSAM LAKE,WI54810
        GENERAL OPERATING SUPPORT 15,000
    PORTICO HEALTHNET
    1600 UNIVERSITY AVENUE WE
    SUITE 211
    ST PAUL,MN55104
        GENERAL OPERATING SUPPORT FOR WASHIN 17,000
    PRESCOTT AREA FOOD PANTRY
    PO BOX 124
    PRESCOTT,WI54021
        2019 GENERAL OPERATING SUPPORT 4,000
    PREVENT CHILD ABUSE MINNESOTA
    709 UNIVERSITY AVENUE WES
    SUITE 141
    ST PAUL,MN55104
        GENERAL OPERATING SUPPORT 12,500
    PROJECT 375 INC
    332 SOUTH MICHIGAN AVE 9
    CHICAGO,IL60604
        GENERAL OPERATING SUPPORT 7,500
    PROJECT FOR PRIDE IN LIVING INC
    1035 EAST FRANKLIN AVENUE
    MINNEAPOLIS,MN554042920
        EAST METRO GENERAL OPERATING SUPPORT 20,000
    PROJECT FOR PRIDE IN LIVING INC
    1035 EAST FRANKLIN AVENUE
    MINNEAPOLIS,MN554042920
        HOUSING OPPORTUNITY FUND COMPONENT O 25,000
    PROPEL NONPROFITS
    ONE MAIN ST SE
    SUITE 600
    MINNEAPOLIS,MN55414
        14,000 GENERAL OPERATING SUPPORT, 19,000
    THE RAPTOR CENTER
    COLLEGE OF VETERINARY MED
    ST PAUL,MN551086108
        RAPTOR CENTER EDUCATION PROGRAMS 20,000
    THE RAPTOR CENTER
    COLLEGE OF VETERINARY MED
    ST PAUL,MN551086108
        RAPTOR CENTER GIVE TO THE MAX MATCH 4,000
    THE RAPTOR CENTER
    COLLEGE OF VETERINARY MED
    ST PAUL,MN551086108
        RAPTOR CENTER GENERAL OPERATING SUPP 6,200
    REGIONS HOSPITAL FOUNDATION
    640 JACKSON STREET
    MS 11202C
    ST PAUL,MN551012595
        INTENSIVE RESIDENTIAL TREATMENT SERV 40,000
    REGIONS HOSPITAL FOUNDATION
    640 JACKSON STREET
    MS 11202C
    ST PAUL,MN551012595
        HIV/AIDS MEDICATIONS PROGRAM 10,000
    RIVER FALLS COMMUNITY FOOD PANTRY
    222 NORTH MAIN STREET
    SUITE C PO BOX 341
    RIVER FALLS,WI54022
        NEW FACILITY CAPITAL CAMPAIGN 100,000
    RIVER FALLS COMMUNITY FOOD PANTRY
    222 NORTH MAIN STREET
    SUITE C PO BOX 341
    RIVER FALLS,WI54022
        2019 OPERATING SUPPORT OF THE RIVER 15,000
    ROBERTS UNITED CHURCH OF CHRIST
    1001 BIRCH DRIVE
    PO BOX 116
    ROBERTS,WI54023
        2019 OPERATING SUPPORT FOR ROBERTS F 3,000
    RONALD MCDONALD HOUSE CHARITIES
    818 FULTON STREET SE
    MINNEAPOLIS,MN55414
        GENERAL OPERATING SUPPORT 15,000
    RONDO COMMUNITY LAND TRUST
    626 SELBY AVENUE
    ST PAUL,MN55104
        GENERAL OPERATING SUPPORT 17,000
    ST CROIX ARTBARN
    1040 OAK RIDGE
    DRIVE PO BOX 37
    OSCEOLA,WI54020
        10,000 IN GENERAL OPERATING SUPPORT 25,000
    ST CROIX FESTIVAL THEATRE
    PO BOX 801
    125 NORTH WASHINGTON ST
    ST CROIX FALLS,WI54024
        GENERAL OPERATING SUPPORT 21,000
    ST CROIX VALLEY FOUNDATION
    516 SECOND STREET
    SUITE 214
    HUDSON,WI54016
        15,000 GENERAL OPERATING SUPPORT AN 27,500
    ST CROIX VALLEY HABITAT FOR HUMANI
    801 WAGNER DRIVE
    ROBERTS,WI54023
        GENERAL OPERATING SUPPORT 80,000
    ST CROIX VALLEY RESTORATIVE SERVIC
    215 NORTH SECOND STREET
    SUITE 108
    RIVER FALLS,WI54022
        GENERAL OPERATING SUPPORT 12,000
    ST CROIX VALLEY SART
    1343 NORTH MAIN STREET
    RIVER FALLS,WI54022
        GENERAL OPERATING SUPPORT 5,000
    ST JOHN'S LUTHERAN CHURCH
    PO BOX 336
    SPRING VALLEY,WI54767
        2019 OPERATING SUPPORT FOR THE SPRIN 2,500
    ST JUDE OF THE LAKE
    700 MAHTOMEDI AVENUE
    MAHTOMEDI,MN551151698
        2019 OPERATING SUPPORT FOR THE MAHTO 4,000
    THE SAINT PAUL FOUNDATION
    101 FIFTH STREET EAST
    SUITE 2400
    SAINT PAUL,MN55101
        COMMUNITY SHARING FUND-WASHINGTON CO 10,000
    THE SALVATION ARMY NORTHERN DIVISI
    2445 PRIOR AVENUE
    ST PAUL,MN551132714
        BOOTH BROWN HOUSE FOR HOMELESS TEENS 15,000
    THE SALVATION ARMYGRACE PLACE
    505 W 8TH ST
    NEW RICHMOND,WI54017
        GRACE PLACE AND SERENITY HOME SHELTE 15,000
    SANIBEL-CAPTIVA CONSERVATION FOUNDA
    3333 SANIBEL-CAPTIVA ROAD
    SANIBEL,FL33957
        GENERAL OPERATING SUPPORT AS A MEMOR 20,000
    SCIENCE MUSEUM OF MINNESOTA
    120 WEST KELLOGG BOULEVAR
    ST PAUL,MN55102
        GENERAL OPERATING SUPPORT 16,000
    SCIENCE MUSEUM OF MINNESOTA
    120 WEST KELLOGG BOULEVAR
    ST PAUL,MN55102
        20TH ANNIVERSARY GIFT FOR KAYSC 50,000
    SCIENCE MUSEUM OF MINNESOTA
    120 WEST KELLOGG BOULEVAR
    ST PAUL,MN55102
        GENERAL OPERATING SUPPORT 5,000
    SCIENCE MUSEUM OF MINNESOTA
    120 WEST KELLOGG BOULEVAR
    ST PAUL,MN55102
        20TH ANNIVERSARY GIFT FOR KAYSC 7,500
    SECOND HARVEST HEARTLAND
    1140 GERVAIS AVENUE
    ST PAUL,MN551092042
        GENERAL OPERATING SUPPORT 30,000
    THE SHARING TREE
    PO BOX 1082
    HUDSON,WI54016
        GENERAL OPERATING SUPPORT 2,000
    SOLID GROUND
    3521 CENTURY AVENUE NORTH
    WHITE BEAR LAKE,MN551105656
        GENERAL OPERATING SUPPORT 49,000
    SOLID GROUND
    3521 CENTURY AVENUE NORTH
    WHITE BEAR LAKE,MN551105656
        GENERAL OPERATING SUPPORT 5,000
    SOMERSET COMMUNITY FOOD PANTRY
    PO BOX 297
    SOMERSET,WI54025
        GENERAL OPERATING SUPPORT 5,000
    SOMERSET PUBLIC LIBRARY
    208 HUD STREET
    SOMERSET,WI54025
        CAPITAL CAMPAIGN 100,000
    SOUTHERN MINNESOTA REGIONAL LEGAL S
    55 EAST FIFTH STREET
    SUITE 1000
    ST PAUL,MN55101
        WASHINGTON COUNTY LEGAL SERVICES 19,000
    SPECIAL OLYMPICS MINNESOTA
    900 2ND AVE S
    SUITE 300
    MINNEAPOLIS,MN55402
        ST. CROIX VALLEY LUMBERJACKS 10,000
    SPRING VALLEY SENIORS STAYING PUT
    PO BOX 193
    S312 MCKAY AVE
    SPRING VALLEY,WI54767
        GENERAL OPERATING SUPPORT 4,000
    ST PAUL AND RAMSEY COUNTY DOMESTIC
    394 DAYTON AVENUE
    ST PAUL,MN55102
        EMPOWERMENT SUPPORT GROUP 10,000
    STEPPING STONES OF DUNN COUNTY
    1602 STOUT ROAD
    MENOMONIE,WI54751
        2019 OPERATING SUPPORT FOR THE STEPP 1,500
    STEPPINGSTONE THEATRE FOR YOUTH DEV
    55 VICTORIA STREET N
    ST PAUL,MN55104
        ST. CROIX VALLEY SCHOOLS THEATRE RES 19,000
    STILLWATER PUBLIC LIBRARY FOUNDATIO
    224 THIRD STREET N
    STILLWATER,MN55082
        ADVANCE TO EXECUTIVE DIRECTOR LEADER 10,000
    STORY ARK
    640 MAIN STREET N
    34
    STILLWATER,MN55082
        GENERAL OPERATING SUPPORT 5,000
    SUB-SAHARAN AFRICAN YOUTH & FAMILY
    1885 UNIVERSITY AVENUE
    297
    ST PAUL,MN55104
        WOMEN'S SELF-SUFFICIENCY PROGRAM 7,500
    THERESA LIVING CENTER
    917 E JESSAMINE AVENUE
    ST PAUL,MN55106
        GENERAL OPERATING SUPPORT 18,000
    THOMAS IRVINE DODGE FOUNDATION
    365 MARIE AVENUE WEST
    WEST ST PAUL,MN55118
        WASHINGTON COUNTY GENERAL OPERATING 7,500
    TRUE FRIENDS
    10509 108TH STREET NW
    ANNANDALE,MN55302
        FINANCIAL ASSISTANCE FOR ST. CROIX V 9,500
    TUBMAN
    1725 MONASTERY WAY
    MAPLEWOOD,MN55109
        GENERAL OPERATING SUPPORT 42,000
    TURNINGPOINT FOR VICTIMS OF DOMESTI
    PO BOX 304
    RIVER FALLS,WI54022
        GENERAL OPERATING SUPPORT 24,000
    TWIN CITIES HABITAT FOR HUMANITY
    1954 UNIVERSITY AVENUE WE
    ST PAUL,MN55104
        WOMEN BUILD 2018 52,000
    TWIN CITIES HABITAT FOR HUMANITY
    1954 UNIVERSITY AVENUE WE
    ST PAUL,MN55104
        MULTIPLYING THE IMPACT CAMPAIGN 110,000
    TWIN CITIES HABITAT FOR HUMANITY
    1954 UNIVERSITY AVENUE WE
    ST PAUL,MN55104
        WOMEN BUILD 2019 53,000
    TWO RIVERS COMMUNITY LAND TRUST
    PO BOX 25451
    WOODBURY,MN55125
        GENERAL OPERATING SUPPORT AND CAPITA 35,000
    UNITED HOSPITAL FOUNDATION
    333 N SMITH AVENUE
    SUITE 4650
    SAINT PAUL,MN55102
        UNITED HEART AND VASCULAR CLINIC 25,000
    UNITED NEGRO COLLEGE FUND INC
    1201 MARQUETTE AVENUE
    SUITE 300
    MINNEAPOLIS,MN55403
        GENERAL OPERATING SUPPORT FOR MINNES 12,000
    UNITED WAY OF WASHINGTON COUNTY - E
    PO BOX 305
    STILLWATER,MN550820305
        GENERAL OPERATING SUPPORT FOR THE 20 15,000
    UNITED WAY ST CROIX VALLEY
    201 SECOND STREET S
    SUITE 300
    HUDSON,WI54016
        GENERAL OPERATING SUPPORT FOR THE 20 42,000
    UNITED WAY ST CROIX VALLEY
    201 SECOND STREET S
    SUITE 300
    HUDSON,WI54016
        211 FIRST CALL FOR HELP CALL CENTER 5,000
    VALLEY OUTREACH
    1911 CURVE CREST BOULEVAR
    STILLWATER,MN55082
        GENERAL OPERATING SUPPORT 4,700
    VALLEY OUTREACH
    1911 CURVE CREST BOULEVAR
    STILLWATER,MN55082
        GENERAL OPERATING SUPPORT 50,000
    VIOLENCE PREVENTION CENTER
    21 WEST SECOND STREET
    PO BOX 134
    GRAND MARAIS,MN55604
        GENERAL OPERATING SUPPORT 3,000
    VOCALESSENCE
    1900 NICOLLET AVE
    MINNEAPOLIS,MN55403
        GENERAL OPERATING SUPPORT AS A MEMOR 5,000
    WE CONNECT
    PO BOX 2242
    TOFTE,MN55615
        GENERAL OPERATING SUPPORT 8,000
    WE CONNECT
    PO BOX 2242
    TOFTE,MN55615
        GENERAL OPERATING SUPPORT 1,500
    WASHINGTON COUNTY HISTORICAL SOCIET
    602 NORTH MAIN
    ST PO BOX 167
    STILLWATER,MN55082
        GENERAL OPERATING SUPPORT 13,000
    WASHINGTON COUNTY HISTORICAL SOCIET
    602 NORTH MAIN
    ST PO BOX 167
    STILLWATER,MN55082
        WASHINGTON COUNTY HERITAGE CENTER 47,000
    WEST CENTRAL WISCONSIN COMMUNITY AC
    525 SECOND STREET
    PO BOX 308
    GLENWOOD CITY,WI54013
        GENERAL OPERATING SUPPORT AND LITERA 66,000
    WEST CENTRAL WISCONSIN COMMUNITY AC
    525 SECOND STREET
    PO BOX 308
    GLENWOOD CITY,WI54013
        2019 OPERATING SUPPORT FOR THE GLENW 2,500
    WHITE BEAR AREA EMERGENCY FOOD SHEL
    1884 WHITAKER ST
    WHITE BEAR LAKE,MN55110
        GENERAL OPERATING SUPPORT 3,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY NOR
    ST PAUL,MN55104
        PRIOR CROSSING 25,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY NOR
    ST PAUL,MN55104
        JACKSON STREET VILLAGE PROGRAM 25,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY NOR
    ST PAUL,MN55104
        CAMPAIGN FOR FAMILIES 75,000
    WILDERNESS INQUIRY INC
    808 14TH AVENUE SE
    MINNEAPOLIS,MN55414
        11,000 CANOEMOBILE AND 11,000 GENE 22,000
    WOMEN'S ADVOCATES INC
    588 GRAND AVENUE
    ST PAUL,MN55102
        GENERAL OPERATING SUPPORT 11,000
    WOMEN'S FOUNDATION OF MINNESOTA
    105 FIFTH AVENUE S
    SUITE 300
    MINNEAPOLIS,MN55401
        GIRLSBEST PROGRAM 40,000
    WOMENVENTURE
    2021 E HENNEPIN AVE
    SUITE 200
    MINNEAPOLIS,MN55413
        GENERAL OPERATING SUPPORT 26,000
    YMCA OF THE GREATER TWIN CITIES
    651 NICOLLET MALL
    SUITE 500
    MINNEAPOLIS,MN55402
        FINANCIAL AID/SCHOLARSHIPS TO THE CA 49,000
    YOUNG LIFE ST CROIX VALLEY
    1151 PARKWOOD LANE
    STILLWATER,MN55082
        YOUNG LIVES TEEN PARENTING PROGRAM 6,000
    YOUTH SERVICE BUREAU INC HISTORIC
    101 WEST PINE STREET
    STILLWATER,MN55082
        GENERAL OPERATING SUPPORT 49,000
    YOUTHLINK
    41 NORTH 12TH STREET
    MINNEAPOLIS,MN55403
        GENERAL OPERATING SUPPORT 15,000
    YWCA OF ST PAUL
    375 SELBY AVENUE
    ST PAUL,MN551021822
        TRANSITIONAL HOUSING PROGRAM 21,000
    ZION LUTHERAN CHURCH
    221 NORTH LOCKWOOD STREET
    PO BOX 125
    WOODVILLE,WI54028
        2019 OPERATING SUPPORT FOR THE ZION 1,000
    Total .................................bullet 3a 4,404,000
    bApproved for future payment
    AMERICAN DIABETES ASSOCIATION MINN
    BRAEMAR OFFICE PARK
    8000 W 78TH STREET SUIT
    EDINA,MN554392540
        CAMP NEEDLEPOINT/DAYPOINT 5,000
    AUTISM SOCIETY OF MINNESOTA
    2380 WYCLIFF STREET
    SUITE 102
    ST PAUL,MN55114
        CAMP HAND IN HAND AND CAMP DISCOVERY 7,000
    EPILEPSY FOUNDATION OF MINNESOTA
    1600 UNIVERSITY AVENUE W
    SUITE 300
    ST PAUL,MN55104
        CAMP OZ 5,000
    SCIENCE MUSEUM OF MINNESOTA
    121 WEST KELLOGG BOULEVAR
    ST PAUL,MN55103
        20TH ANNIVERSARY GIFT FOR KAYSC 42,500
    TWIN CITIES HABITAT FOR HUMANITY
    1954 UNIVERSITY AVENUE WE
    ST PAUL,MN55105
        MULTIPLYING THE IMPACT CAMPAIGN 330,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY NOR
    ST PAUL,MN55104
        CAMPAIGN FOR FAMILIES 300,000
    Total .................................bullet 3b 689,500
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 1,865  
    4 Dividends and interest from securities....     14 1,663,050  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 3,289,733  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   4,954,648  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,954,648
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DAVID J BROWN, LLC 7,040 550   6,490

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PIMCO MOD DURATION BOND FUND 7,486,575 7,486,575
    BLACKROCK STRATEGIC INCOME OPPS 2,320,275 2,320,275

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ANDERSEN CORPORATION 76,663,502 76,663,502
    FMI COMMON STOCK FD INSTL CL 2,518,310 2,518,310
    HOOD RIVER SMALL CAP GROWTH FUND 2,323,145 2,323,145
    WILLIAM BLAIR INTERNATIONAL GROWTH 2,259,026 2,259,026
    CAUSEWAY INTERNATIONAL VALUE FUND 2,328,066 2,328,066
    VANGUARD INSTITUTIONAL INDEX FUND 4,804,155 4,804,155

    TY 2018 LegalFeesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FAEGRE BAKER DANIELS, LLP 562      


    TY 2018 OtherExpensesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    DUES & SUBSCRIPTIONS 13,150     13,150
    MINNESOTA FILING FEE 25      
    POSTAGE 530     530
    SUPPLIES 415     415
    MEETING EXPENSE 19     19


    TY 2018 OtherIncreasesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Description Amount
    CHANGE IN UNREALIZED GAIN/LOSS 3,330,198


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SRI FEES - GRANTMAKING 434,400     434,400
    SRI FEES - INVESTMENTS 6,000 6,000    
    FOUNDATION COMMITTEE 1,000     1,000
    FIRST STATE BANK AND TRUST 7,912 7,912    
    WIRE TRANSFER FEES 60 60    
    PAVILION ADVISORY GROUP FEES 49,167 49,167    


    TY 2018 TaxesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON NET INVEST INC. 41,756