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 01-01-2018 , and ending 12-31-2018
Name of foundation
NORTHWEST AREA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)60 PLATO BOULEVARD EAST NO 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST PAUL, MN55107
A Employer identification number

41-0719221
B Telephone number (see instructions)

(651) 224-9635
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$430,594,901
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) 3,750,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 11,666,059 16,721,319  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,760,708
b Gross sales price for all assets on line 6a 239,108,238
7 Capital gain net income (from Part IV, line 2)... 22,908,793
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)....... 251,144 1,486,385  
12 Total. Add lines 1 through 11........ 19,427,911 41,116,497  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 948,869 88,767   860,103
14 Other employee salaries and wages...... 2,221,948 254,502   1,954,854
15 Pension plans, employee benefits....... 930,195 76,841   857,870
16a Legal fees (attach schedule)......... 91,384 49,583   41,099
b Accounting fees (attach schedule)....... 59,041 0   59,041
c Other professional fees (attach schedule).... 5,620,166 1,563,721   508,822
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...   202,556    
19 Depreciation (attach schedule) and depletion... 109,697 0  
20 Occupancy.............. 466,064 1,493   495,661
21 Travel, conferences, and meetings....... 323,673 34,783   310,020
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 738,185 4,631,473   695,939
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,509,222 6,903,719   5,783,409
25 Contributions, gifts, grants paid....... 17,002,467 18,780,537
26 Total expenses and disbursements. Add lines 24 and 25 28,511,689 6,903,719   24,563,946
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,083,778
b Net investment income (if negative, enter -0-) 34,212,778
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............. 460,040 316,234 316,234
2 Savings and temporary cash investments......... 1,464,384 1,707,036 1,707,036
3 Accounts receivable bullet10,853
Less: allowance for doubtful accounts bullet   9,550 10,853 10,853
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................   575,000 575,000
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.......... 142,279 169,257 169,257
10a Investments—U.S. and state government obligations (attach schedule) 8,317,871 Click to see attachment2,246,874 2,246,874
b Investments—corporate stock (attach schedule)....... 296,515,138 Click to see attachment246,378,427 246,378,427
c Investments—corporate bonds (attach schedule)....... 79,729,379 Click to see attachment78,986,101 78,986,101
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 76,784,831 Click to see attachment90,223,497 90,223,497
14 Land, buildings, and equipment: basis bullet3,517,377
Less: accumulated depreciation (attach schedule) bullet3,021,853 603,620 Click to see attachment495,524 495,524
15 Other assets (describe bullet) Click to see attachment9,090,843 Click to see attachment9,486,098 Click to see attachment9,486,098
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 473,117,935 430,594,901 430,594,901
Liabilities 17 Accounts payable and accrued expenses.......... 323,230 468,345
18 Grants payable................. 9,312,702 7,026,432
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) Click to see attachment1,667,878 Click to see attachment1,275,131
23 Total liabilities (add lines 17 through 22)......... 11,303,810 8,769,908
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.................. 451,489,831 411,500,699
25 Temporarily restricted...............    
26 Permanently restricted............... 10,324,294 10,324,294
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 461,814,125 421,824,993
31 Total liabilities and net assets/fund balances (see instructions). 473,117,935 430,594,901
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
461,814,125
2
Enter amount from Part I, line 27a .....................
2
-9,083,778
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
452,730,347
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
30,905,354
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
421,824,993
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 WELLS FARGO      
b WELLINGTON      
c ADAMS STREET PARTNERS      
d FUND OF FUND HEDGE FUNDS      
e PRIVATE EQUITY      
DEVELOPED INTERNATIONAL EQUITY      
ADAGE CAPITAL      
NATURAL RESOURCES      
GLOBAL EQUITY      
DIRECT LENDING      
DIRECT DIVERSIFYING      
FIXED INCOME      
ROUNDSHIELD      
HCAP PARTNERS      
EMERGING MARKETS      
CASTLELAKE      
FULLER & THALER      
PARAMETRIC      
CAPITAL GAINS FROM PARTNERSHIP INVESTMENT K-1S      
(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 77,536,473   77,528,432 8,041
b 18,000,044   18,032,799 -32,755
c 29,192,410   24,341,792 4,850,618
d 779,033   912,842 -133,809
e 1,330,934   1,330,934 0
18,995,727   20,491,211 -1,495,484
10,000,000   10,000,000 0
1,050,676   761,716 288,960
2,500,000   1,514,924 985,076
2,742,079   2,373,978 368,101
2,542,630   2,672,894 -130,264
4,500,000   4,500,000 0
1,773,273   1,773,273 0
560,361   2,005,578 -1,445,217
4,284,661   3,707,976 576,685
666,910   666,910 0
10,627,602   9,954,223 673,379
32,877,340   33,629,963 -752,623
19,148,085     19,148,085
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       8,041
b       -32,755
c       4,850,618
d       -133,809
e       0
      -1,495,484
      0
      288,960
      985,076
      368,101
      -130,264
      0
      0
      -1,445,217
      576,685
      0
      673,379
      -752,623
      19,148,085
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 22,908,793
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 24,411,451 431,682,236 0.056550
2016 22,923,841 405,056,273 0.056594
2015 21,481,933 426,961,285 0.050314
2014 21,729,135 447,258,459 0.048583
2013 19,959,891 419,617,793 0.047567
2
Total of line 1, column (d) .....................
2
0.259608
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
0.051922
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
451,559,900
5
Multiply line 4 by line 3......................
5
23,445,893
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
342,128
7
Add lines 5 and 6........................
7
23,788,021
8
Enter qualifying distributions from Part XII, line 4,.............
8
25,981,097
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 1 342,128
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 0
3 Add lines 1 and 2........................... 3 342,128
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 342,128
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 148,970
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 300,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 448,970
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 106,842
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet106,842 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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. Click to see attachment...............................
    10
    Yes
     
    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.NWAF.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (651) 224-9635

    Located atbullet60 PLATO BOULEVARD EAST NO 400ST PAULMN ZIP+4bullet55107
    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
     
    No
    ........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
    Yes
     
    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
     
     
    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
     
    No
    .........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). Click to see attachment
    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
    LYNDA BOURQUE MOSS BOARD DIRECTOR
    3.00
    23,525 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    ELISABETH BUCK BOARD DIRECTOR
    3.00
    17,600 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    CHERIE BUCKNER-WEBB BOARD DIRECTOR
    3.00
    0 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    DUANE CARTER BOARD DIRECTOR
    3.00
    18,800 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    ZACH DUCHENEAUX BOARD DIRECTOR
    3.00
    21,700 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    RODNEY JORDAN BOARD DIRECTOR
    3.00
    27,575 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    JAMES LADUCER BOARD DIRECTOR
    3.00
    20,225 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    MICHELLE OSBORNE BOARD DIRECTOR
    3.00
    19,900 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    GEORGINA SLADE BOARD DIRECTOR
    3.00
    15,550 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    NICHOLAS SLADE BOARD DIRECTOR
    3.00
    11,600 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    LARRY SNYDER BOARD DIRECTOR
    3.00
    16,400 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    MARIA VALANDRA BOARD DIRECTOR
    3.00
    17,600 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    NICK WALROD BOARD DIRECTOR
    3.00
    14,000 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    JOSEPH BARSKY NON-DIRECTOR COMMITTEE MEM
    1.00
    2,400 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    ROBERT DIEDRICH NON-DIRECTOR COMMITTEE MEM
    1.00
    0 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,MN55107
    ANGIE GORDER NON-DIRECTOR COMMITTEE MEM
    1.00
    0 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,ME55107
    MELISSA PELLAND NON-DIRECTOR COMMITTEE MEM
    1.00
    0 0 0
    C/O NORTHWEST AREA FOUNDATION 60
    PLATO BLVD 400
    ST PAUL,ME55107
    KEVIN WALKER PRESIDENT & SECRETARY
    40.00
    470,215 63,766 0
    60 PLATO BOULEVARD EAST SUITE 400
    ST PAUL,MN55107
    MILOSAVA ACAMOVIC VP OF FINANCE & ADMIN/CFO
    40.00
    251,779 64,421 0
    60 PLATO BOULEVARD EAST SUITE 400
    ST PAUL,MN55107
    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
    AMY JENSEN INVESTMENT DIRECTOR
    40.00
    199,606 35,242 0
    60 PLATO BLVD 400
    ST PAUL,MN55107
    KARLA MILLER PROGRAM DIRECTOR
    40.00
    175,000 50,128 0
    60 PLATO BLVD 400
    ST PAUL,MN55107
    PAUL BACHLEITNER COMMUNICATIONS DIREC
    40.00
    145,027 32,853 0
    60 PLATO BLVD 400
    ST PAUL,MN55107
    KAREN APPELBAUM OPERATIONS DIRECTOR
    40.00
    123,435 41,286 0
    60 PLATO BLVD 400
    ST PAUL,MN55107
    CHRISTIANNE LIND PROGRAM OFFICER
    40.00
    123,675 18,480 0
    60 PLATO BLVD 400
    ST PAUL,MN55107
    Total number of other employees paid over $50,000...................bullet 15
    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
    NEPC LLC INVESTMENT CONSULTING 304,424
    255 STATE STREET
    BOSTON,MA02109
    RAINBOW RESEARCH INC CONSULTING/PROFESSIONAL SERVICES 214,371
    621 WEST LAKE STREET SUITE 300
    MINNEAPOLIS,MN55408
    SOLUTION BUILDERS INC IT/PROFESSIONAL SERVICES 99,012
    3500 AMERICAN BLVD W STE 50
    BLOOMINGTON,MN55431
    EVOLOGY CONSULTING/PROFESSIONAL SERVICES 85,314
    1600 WEST LAKE STREET SUITE 127
    MINNEAPOLIS,MN55408
    FAEGRE BAKER DANIELS LLP LEGAL/PROFESSIONAL SERVICES 77,754
    90 SOUTH 7TH STREET
    MINNEAPOLIS,MN55402
    Total number of others receiving over $50,000 for professional services.............bullet5
    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 WE SUPPORT EFFORTS THAT HELP LOW-INCOME PEOPLE BUILD ASSETS. MORE SPECIFICALLY WE MAKE GRANTS, HELP BUILD SKILLS AND KNOWLEDGE, SPONSOR MEETINGS, MAKE STRATEGIC COMMUNICATIONS THAT ENCOURAGE THE SHARING OF LESSONS AND OUT-OF-THE-BOX THINKING, AND FUND PUBLIC POLICY SOLUTIONS THAT INCREASE GOOD JOBS AND IMPROVE FINANCIAL CAPABILITY FOR THE PEOPLE OF OUR PRIORITY COMMUNITIES. MORE SPECIFICALLY, WE HAVE FOUR PORTFOLIOS OF FUNDING AND ACTIVITY: OPENING ACCESS TO CAPITAL, EXPANDING WORK OPPORTUNITY, SUPPORTING ENTERPRISE DEVELOPMENT, AND PROMOTING FINANCIAL INCLUSION. OUR FUNDING ALSO SUPPORT INFRASTRUCTURE, IDEA INCUBATION, AND RESEARCH.OUR GRANTEES PROVIDE KNOWLEDGE, TOOLS, AND TRAINING THAT OFFER PEOPLE THE ECONOMIC FREEDOM TO PURSUE A BETTER FUTURE FOR THEIR FAMILIES AND COMMUNITIES. WE LISTEN TO GRANTEES, LEARN ABOUT THEIR COMMUNITIES' STRENGTHS AND STRUGGLES, AND LEAD BY LIFTING UP GREAT WORK ALREADY BEING DONE. 3,037,720
    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 DAKOTA RESOURCES - ACCESS TO CAPITAL FOR RURAL COMMUNITIES 1,000,000
    2 MICRO ENTERPRISE SERVICES OF OREGON - ACCESS TO CAPITAL FOR ENTREPRENEURS. 250,000
    All other program-related investments. See instructions.
    3 Click to see attachment 150,000
    Total. Add lines 1 through 3.........................bullet1,400,000
    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
    457,991,675
    b
    Average of monthly cash balances.......................
    1b
    444,772
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    458,436,447
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    458,436,447
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    6,876,547
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    451,559,900
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    22,577,995
    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
    22,577,995
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    342,128
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    342,128
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    22,235,867
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    148,435
    5
    Add lines 3 and 4............................
    5
    22,384,302
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    22,384,302
    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
    24,563,946
    b
    Program-related investments—total from Part IX-B..................
    1b
    1,400,000
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    17,151
    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
    25,981,097
    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
    342,128
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    25,638,969
    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 22,384,302
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 1,586,268
    fTotal of lines 3a through e........ 1,586,268
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 25,981,097
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 22,384,302
    e Remaining amount distributed out of corpus 3,596,795
    5 Excess distributions carryover applied to 2018. 0 0
    (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 5,183,063
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    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) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    5,183,063
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 1,586,268
    e Excess from 2018.... 3,596,795
    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).)
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    ACCESS PHILANTHROPY CHARITIES
    2100 STEVENS AVENUE SOUTH
    MINNEAPOLIS,MN55404
    N/A PC FISCAL SPONSOR - INVESTING IN THE FUTURE OF RELEASE MN8 25,000
    AFRICAN AMERICAN LEADERSHIP FORUM
    222 SOUTH 9TH STREET SUITE 1600
    MINNEAPOLIS,MN55402
    N/A PC AFRICAN AMERICAN FINANCIAL CAPABILITIES INITIATIVE 200,000
    AFRICAN AMERICAN LEADERSHIP FORUM
    222 SOUTH 9TH STREET SUITE 1600
    MINNEAPOLIS,MN55402
    N/A PC SPONSORSHIP OF FOURTH ANNUAL FUNDRAISING DINNER 2,500
    AMERICAN INDIAN BUSINESS ALLIANCE INC
    1003 GATEWAY AVENUE
    BISMARCK,ND58503
    N/A PC GROWING NATIVE AMERICAN ENTREPRENEURS AND ENTERPRISES 75,000
    AMERICAN INDIAN COMMUNITY HOUSING ORGANIZATION
    202 WEST 2ND STREET
    DULUTH,MN55802
    N/A PC WAZHASHK AZHEGIIWE (MUSKRAT RETURNS) INDIGENOUS ECONOMIC DEVELOPMENT INITIATIVE 200,000
    AMERICAN INDIAN FAMILY CENTER
    579 WELLS STREET
    ST PAUL,MN55130
    N/A PC 2018 STAFF SERVICE DAY TEAM DISCRETIONARY GRANT 6,000
    AMERICAN INDIAN HIGHER EDUCATION CONSORTIUM
    121 ORONOCO STREET
    ALEXANDRIA,VA22314
    N/A PC STRENGTHENING THE WORKFORCE DEVELOPMENT AND APPRENTICESHIP PROGRAMS AT MONTANA TRIBAL COLLEGES AND COMMUNITIES 55,873
    AMHERST H WILDER FOUNDATION (WILDER RESEARCH)
    451 LEXINGTON PARKWAY NORTH
    ST PAUL,MN55104
    N/A PC 2018 MINNESOTA STATEWIDE HOMELESS STUDY 10,000
    AMOS INSTITUTE OF PUBLIC LIFE
    3829 GRAND AVENUE
    DES MOINES,IA50312
    N/A PC PROJECT IOWA EXPANSION 100,000
    APPETITE FOR CHANGE INC
    1200 WEST BROADWAY AVENUE SUITE 180
    MINNEAPOLIS,MN55411
    N/A PC APPETITE FOR CHANGE: BUILDING COMMUNITY AND ECONOMIC GROWTH THROUGH FOOD 150,000
    APPETITE FOR CHANGE INC
    1200 WEST BROADWAY AVENUE SUITE 180
    MINNEAPOLIS,MN55411
    N/A PC 2018 STAFF SERVICE DAY TEAM DISCRETIONARY GRANT 6,000
    ASIAN AMERICAN-PACIFIC ISLANDERS IN PHILANTHROPY
    300 FRANK H OGAWA PLAZA SUITE 256
    OAKLAND,CA94612
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 2,500
    ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC
    42 BROADWAY FLOOR 20 SUITE 2000
    NEW YORK,NY10004
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 5,000
    BLACKFEET COMMUNITY COLLEGE
    504 SE BOUNDARY STREET
    BROWNING,MT59417
    N/A PC SMART MONEY 141,443
    BUILD WEALTH MN INC
    2100 PLYMOUTH AVENUE NORTH SUITE
    104
    MINNEAPOLIS,MN55411
    N/A PC SAVINGS TO SAVE 250,000
    BYRD BARR PLACE
    722 18TH AVENUE
    SEATTLE,WA98122
    N/A PC CREATING AN EQUITABLE FUTURE IN KING COUNTY 200,000
    CANKDESKA CIKANA COMMUNITY COLLEGE
    214 FIRST AVENUE PO BOX 269
    FORT TOTTEN,ND58335
    N/A PC COMPREHENSIVE CAREER LIFE SKILLS PROGRAM 50,000
    CENTER FOR EFFECTIVE PHILANTHROPY INC
    675 MASSACHUSETTS AVENUE 7TH FLOOR
    CAMBRIDGE,MA02139
    N/A PC 2019 CONFERENCE SPONSORSHIP 5,000
    CENTER POLE
    PO BOX 71 3391 GARRYOWEN ROAD
    GARRYOWEN,MT59031
    N/A PC SOCIAL ENTERPRISE EXPANSION PROJECT 90,000
    CHIEF SEATTLE CLUB
    410 2ND AVENUE EXTENSION SOUTH
    SEATTLE,WA98104
    N/A PC NATIVE WORKS 75,000
    COEUR D'ALENE TRIBE DEPARTMENT OF EDUCATION
    850 A STREET PO BOX 408
    PLUMMER,ID83851
    N/A GOV WORKFORCE INITIATIVE 75,000
    COLECTIVA LEGAL DEL PUEBLO
    201 SW 153RD STREET
    BURIEN,WA98166
    N/A PC FISCAL SPONSOR OF WASHINGTON IMMIGRANT SOLIDARITY NETWORK 100,000
    COMMUNITY OPPORTUNITIES INC
    23751 HIGHWAY 30 EAST PO BOX 427
    CARROLL,IA51401
    N/A PC NEW OPPORTUNITIES FINANCIAL LITERACY 103,303
    COMUNIDADES LATINAS UNIDAS EN SERVICIO (CLUES)
    797 EAST 7TH STREET
    ST PAUL,MN55106
    N/A PC ECONOMIC VITALITY SERVICES FOR LATINOS 150,000
    CONFEDERATED SALISH & KOOTENAI TRIBES
    ECONOMIC DEVELOPMENT OFFICE PO BOX
    278
    PABLO,MT59855
    N/A GOV DHRD TRIBAL WORKFORCE ENTERPRISES 3,000
    CONFEDERATED SALISH & KOOTENAI TRIBES
    ECONOMIC DEVELOPMENT OFFICE PO BOX
    278
    PABLO,MT59855
    N/A GOV SITE PLAN AND FACILITY DESIGN OF PERMANENT SUPPORTIVE HOUSING PROGRAM 97,000
    CONFEDERATED SALISH & KOOTENAI TRIBES
    ECONOMIC DEVELOPMENT OFFICE PO BOX
    278
    PABLO,MT59855
    N/A GOV RENEWING A SELF-SUFFICIENT TRIBAL ECONOMY 160,000
    CONFEDERATED TRIBES OF UMATILLA INDIAN RESERVATION
    46411 TIMINE WAY
    PENDLETON,OR97801
    N/A GOV IMPLEMENTATION OF THE UMATILLA TRIBES CDFI 100,000
    COUNCIL ON FOUNDATIONS INC
    2121 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 21,600
    CRAFT3
    42 7TH STREET SUITE 100
    ASTORIA,OR97103
    N/A PC UPLIFT AMERICA GENERAL OPERATING SUPPORT 400,000
    DAKOTA RESOURCES
    25795 475TH AVENUE
    RENNER,SD570556547
    N/A PC UPLIFT AMERICA FUND (UNRESTRICTED NET ASSETS FOR CFRP PROJECTS) 361,313
    DAKOTA RESOURCES
    25795 475TH AVENUE
    RENNER,SD570556547
    N/A PC UPLIFT AMERICA GENERAL OPERATING SUPPORT 39,000
    DREAM OF WILD HEALTH
    1308 EAST FRANKLIN AVENUE
    MINNEAPOLIS,MN55404
    N/A PC REBUILDING AN INDIGENOUS FOOD SYSTEM 75,000
    DREAM OF WILD HEALTH
    1308 EAST FRANKLIN AVENUE
    MINNEAPOLIS,MN55404
    N/A PC 2018 STAFF SERVICE DAY TEAM DISCRETIONARY GRANT 6,000
    ECOTRUST
    721 NW 9TH AVENUE SUITE 200
    PORTLAND,OR97209
    N/A PC GREEN WORKFORCE COLLABORATIVE 200,000
    EMERGE COMMUNITY DEVELOPMENT
    1101 WEST BROADWAY AVENUE
    MINNEAPOLIS,MN55411
    N/A PC EMERGE ENTERPRISES: SUSTAINABILITY AND GROWTH 150,000
    EQUITABLE FOOD INITIATIVE
    1875 CONNECTICUT AVENUE NW 10TH
    FLOOR
    WASHINGTON,DC20009
    N/A PC IMPROVING FARMWORKER WAGES AND WORKING CONDITIONS IN WASHINGTON STATE. 225,000
    ETHNIC MINORITIES OF BURMA ADVOCACY AND RESOURCE CENTER
    2309 EUCLID AVENUE
    DES MOINES,IA50310
    N/A PC CAPACITY BUILDING 60,000
    FIRST CHILDRENS FINANCE
    111 THIRD AVENUE SOUTH SUITE 220
    MINNEAPOLIS,MN55401
    N/A PC SOCIAL ENTERPRISE DEVELOPMENT 75,000
    FIRST NATIONS DEVELOPMENT INSTITUTE
    2432 MAIN STREET 2ND FLOOR
    LONGMONT,CO80501
    N/A PC NATIVE FINANCIAL LEARNING NETWORK 249,255
    FIRST NATIONS OWEESTA CORPORATION
    2432 MAIN STREET 1ST FLOOR
    LONGMONT,CO80501
    N/A PC NATIVE CAPITAL ACCESS POOL 1,000,000
    FIRST NATIONS OWEESTA CORPORATION
    2432 MAIN STREET 1ST FLOOR
    LONGMONT,CO80501
    N/A PC REGRANTING TO NATIVE CDFIS IN ALASKA, HAWAII, UTAH, MISSOURI, AND WYOMING. 1,000,000
    FIRST NATIONS OWEESTA CORPORATION
    2432 MAIN STREET 1ST FLOOR
    LONGMONT,CO80501
    N/A PC NATIVE CDFI CAPITAL ACCESS INITIATIVE 2.0 200,000
    FORT BELKNAP INDIAN COMMUNITY OF MONTANA
    656 AGENCY MAIN STREET
    HARLEM,MT59526
    N/A GOV FORT BELKNAP SMALL BUSINESS ECONOMIC DEVELOP PLAN 160,000
    FOUR BANDS COMMUNITY FUND INC
    101 SOUTH MAIN STREET PO BOX 932
    EAGLE BUTTE,SD57625
    N/A PC LENDING CAPITAL - FUELING NATIVE ECONOMIC DEVELOPMENT 300,000
    FOUR BANDS COMMUNITY FUND INC
    101 SOUTH MAIN STREET PO BOX 932
    EAGLE BUTTE,SD57625
    N/A PC EXPANDING TO CROW CREEK INITIATIVE 75,000
    FOUR BANDS COMMUNITY FUND INC
    101 SOUTH MAIN STREET PO BOX 932
    EAGLE BUTTE,SD57625
    N/A PC GENERAL OPERATING SUPPORT - CULTIVATING OUR PLACE TO GROW 300,000
    FRIENDS OF BARBARA SCHNEIDER FOUNDATION
    2419 NICOLLET AVENUE SOUTH
    MINNEAPOLIS,MN55404
    N/A PC FISCAL SPONSOR OF MNI KI WAKAN (WATER IS SACRED): WORLD INDIGENOUS PEOPLES' DECADE OF WATER SUMMIT 12,000
    FUNDERS FOR LESBIAN AND GAY ISSUES
    45 WEST 36TH STREET 8TH FLOOR
    NEW YORK,NY10018
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 5,000
    GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS INC
    400 SOUTH ROBERT STREET
    ST PAUL,MN55107
    N/A PC GIRL SCOUTS WOMEN OF DISTINCTION SPONSORSHIP 7,500
    GLOBAL TO LOCAL HEALTH INITIATIVE
    2800 SOUTH 192ND STREET SUITE 104
    SEATAC,WA98188
    N/A PC FINANCIAL HEALTH FOR DIVERSE COMMUNITIES 210,478
    GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES
    PO BOX 1100
    SEBASTOPOL,CA95473
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 5,000
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    1310 L STREET NW SUITE 650
    WASHINGTON,DC20005
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 6,380
    GRANTMAKERS OF OREGON AND S W WASHINGTON
    921 SW WASHINGTON ST SUITE 316
    PORTLAND,OR97205
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 2,575
    HISPANICS IN PHILANTHROPY
    414 13TH STREET SUITE 200
    OAKLAND,CA94612
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 5,000
    HMONG AMERICAN FARMERS ASSOCIATION
    149 THOMPSON AVENUE EAST SUITE 210
    WEST SAINT PAUL,MN55118
    N/A PC ENSURING STABLE AND STEADY LEADERSHIP WHILE GREAT CHANGE IS HAPPENING 175,000
    HOMES OF OAKRIDGE HUMAN SERVICES
    1236 OAKRIDGE DRIVE
    DES MOINES,IA50314
    N/A PC TRANSITIONS - 2 GEN PROJECT 75,000
    HONOR THE EARTH
    607 MAIN AVENUE
    CALLAWAY,MN56521
    N/A PC CORE MISSION SUPPORT 25,000
    HONOR THE EARTH
    607 MAIN AVENUE
    CALLAWAY,MN56521
    N/A PC AKIING 8TH FIRE TRIBAL COMMUNITY DEVELOPMENT INITIATIVE 100,000
    IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION
    10301 NE GLISAN SREET
    PORTLAND,OR97220
    N/A PC PATHWAY TO FINANCIAL WELL-BEING FOR NEWCOMERS 125,000
    IMMIGRANT DEVELOPMENT CENTER
    810 4TH AVENUE SOUTH SUITE 100
    MOORHEAD,MN56560
    N/A PC RENEWAL SUPPORT FOR INTERNATIONAL MARKET PLAZA 75,000
    INDEPENDENT SECTOR
    1602 L STREET NORTHWEST SUITE 900
    WASHINGTON,DC20036
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 12,500
    INTERFAITH ACTION OF GREATER SAINT PAUL
    1671 SUMMIT AVENUE
    ST PAUL,MN55105
    N/A PC MCF BREAKFAST BRIEFING SPONSORSHIP 1,000
    IOWA CAREGIVERS ASSOCIATION
    939 OFFICE PARK ROAD SUITE 332
    WEST DES MOINES,IA50265
    N/A PC HELP NEEDED: A CAREGIVER COMPENSATION CAMPAIGN 25,000
    IOWA COUNCIL OF FOUNDATIONS
    6919 VISTA DRIVE
    WEST DES MOINES,IA502669309
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 350
    ISLAMIC RESOURCE GROUP
    3055 OLD HIGHWAY 8 SUITE 45
    ST ANTHONY,MN55418
    N/A PC GENERAL OPERATING SUPPORT 25,000
    JOBS FOUNDATION
    825 BOONE AVENUE NORTH SUITE 100
    GOLDEN VALLEY,MN55427
    N/A PC EXPANSION OF TECH DUMPS SOCIAL ENTERPRISE AND JOB TRAINING PROGRAM FOR ADULTS WITH BARRIERS TO EMPLOYMENT 100,000
    JUMA VENTURES
    131 STEUART STREET SUITE 201
    SAN FRANCISCO,CA94105
    N/A PC JUMA SEATTLE YOUTHCONNECT 75,000
    LITTLE EARTH RESIDENTS ASSOCIATION INC
    2495 18TH AVENUE SOUTH
    MINNEAPOLIS,MN55404
    N/A PC SMALL BUSINESS INITIATIVE 75,000
    LOCAL INITIATIVES SUPPORT CORPORATION
    202 WEST SUPERIOR STREET SUITE 301
    DULUTH,MN55802
    N/A PC DULUTH BRIDGES TO CAREER OPPORTUNITIES 50,000
    MAIN STREET PROJECT
    105 4TH STREET EAST SUITE 213
    NORTHFIELD,MN550572047
    N/A PC REGENERATIVE AGRICULTURE IN SOUTHEAST MINNESOTA 225,000
    MAZASKA OWECASO OTIPI FINANCIAL INC
    PO BOX 1996 108 OGLALA STREET
    PINE RIDGE,SD57770
    N/A PC NATIVE AFFORDABLE HOUSING INITIATIVE 125,000
    MICRO ENTERPRISE SERVICES OF OREGON
    4008 NE MARTIN LUTHER KING JR
    BOULEVARD
    PORTLAND,OR97212
    N/A PC ACCESS TO CAPITAL LEADING TO STABILITY AND SECURITY FOR SMALL BUSINESS OWNERS 62,050
    MIGIZI COMMUNICATIONS INC
    1516 EAST LAKE STREET SUITE 300
    MINNEAPOLIS,MN55407
    N/A PC CAPACITY BUILDING SUPPORT FOR PROGRAM ENHANCEMENTS AND OPERATIONAL INFRASTRUCTURE 120,000
    MINNEAPOLIS URBAN LEAGUE
    2100 PLYMOUTH AVENUE NORTH
    MINNEAPOLIS,MN55411
    N/A PC AFRICAN AMERICAN FINANCIAL CAPABILITY PHASE II 200,000
    MINNESOTA COUNCIL ON FOUNDATIONS
    800 WASHINGTON AVENUE NORTH SUITE
    703
    MINNEAPOLIS,MN554011167
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 22,475
    MISSION INVESTORS EXCHANGE
    2440 WEST EL CAMINO REAL SUITE 300
    MOUNTAIN VIEW,CA094041498
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 15,000
    MONTANA COMMUNITY DEVELOPMENT CORPORATION
    229 EAST MAIN STREET
    MISSOULA,MT59802
    N/A PC UPLIFT AMERICA FUND (UNRESTRICTED NET ASSETS FOR CFRP PROJECS) 60,786
    NACDC FINANCIAL SERVICES INC
    PO BOX 3029
    BROWNING,MT59417
    N/A PC FUELING NATIVE ECONOMIC DEVELOPMENT 300,000
    NACDC FINANCIAL SERVICES INC
    PO BOX 3029
    BROWNING,MT59417
    N/A PC SUPPORTING ECONOMIC DEVELOPMENT ON MONTANA RESERVATIONS 125,000
    NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS
    910 17TH STREET NW SUITE 500
    WASHINGTON,DC20006
    N/A PC PROMOTING SMALL BUSINESS INVESTMENT IN LATINO AND IMMIGRANT COMMUNITIES 167,500
    NATIONAL COALITION FOR ASIAN PACIFIC AMERICAN COMMUNITY DEVELOPMENT
    1825 SAN PABLO AVENUE SUITE 2
    OAKLAND,CA94612
    N/A PC SPONSORSHIP OF CONVENTION, JUNE 18-20, 2018 5,000
    NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY
    1900 L STREET NW SUITE 825
    WASHINGTON,DC20036
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 7,500
    NATIONAL CONGRESS OF AMERICAN INDIANS FUND
    EMBASSY OF TRIBAL NATIONS 1516 P
    STREET NORTHWEST
    WASHINGTON,DC20005
    N/A PC SUSTAINABLE PROSPERITY INITIATIVE: TRIBAL NATIONS SECURING OUR FUTURES 250,000
    NATIVE AMERICAN ADVOCACY PROGRAM
    30122 352ND AVE PO BOX 277
    HERRICK,SD575380277
    N/A PC LAKOTA YOUTH RISE: YOUTH-LED CULTURALLY-BASED SOCIAL ENTERPRISES 50,000
    NATIVE AMERICAN DEVELOPMENT CENTER
    209 NORTH 24TH STREET SUITE A
    BISMARCK,ND58501
    N/A PC FINANCIAL CAPABILITY FOR NATIVE AMERICANS IN NORTH DAKOTA 85,124
    NATIVE AMERICAN DEVELOPMENT CORPORATION
    17 NORTH 26TH
    BILLINGS,MT59101
    N/A PC 10TH ANNUAL CONFERENCE SPONSORSHIP 5,000
    NATIVE AMERICAN YOUTH AND FAMILY CENTER
    5135 NE COLUMBIA BOULEVARD
    PORTLAND,OR97218
    N/A PC STRENGTHENING NATIVE ENTERPRISES 165,000
    NATIVE AMERICANS IN PHILANTHROPY
    323 WASHINGTON AVENUE NORTH SUITE
    200
    MINNEAPOLIS,MN55401
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 10,000
    NATIVE AMERICANS IN PHILANTHROPY
    323 WASHINGTON AVENUE NORTH SUITE
    200
    MINNEAPOLIS,MN55401
    N/A PC FOUNDATION FUNDING FOR NATIVE AMERICANS 100,000
    NATIVE CDFI NETWORK INC
    PO BOX 1827
    RAPID CITY,SD577091827
    N/A PC GAINING MOMENTUM IN THE NATIVE CDFI FIELD 50,000
    NATIVE CDFI NETWORK INC
    PO BOX 1827
    RAPID CITY,SD577091827
    N/A PC FUELING THE ENGINES OF NATIVE AMERICAN ECONOMIC OPPORTUNITY 250,000
    NATIVE GOVERNANCE CENTER
    60 PLATO BOULEVARD EAST SUITE 400
    ST PAUL,MN55107
    N/A PC SECOND ANNUAL NATION BUILDING CELEBRATION 5,000
    NATIVE360 LOAN FUND INC
    211 W 3RD ST
    GRAND ISLAND,NE68801
    N/A PC STRENGTHENING NATIVE OWNED BUSINESSES IN IOWA 99,912
    NDN COLLECTIVE INC
    317 MAIN STREET SUITE 1
    RAPID CITY,SD57701
    N/A PC CATALYTIC SUPPORT TO LAUNCH NDN FUND, A NATIVE CDFI 125,000
    NEIGHBORHOOD DEVELOPMENT CENTER INC
    663 UNIVERSITY AVENUE WEST SUITE
    200
    ST PAUL,MN55104
    N/A PC REDUCING POVERTY AND ECONOMIC DISPARITIES THROUGH LOCAL ENTREPRENEURSHIP 100,000
    NEIGHBORHOOD DEVELOPMENT CENTER INC
    663 UNIVERSITY AVENUE WEST SUITE
    200
    ST PAUL,MN55104
    N/A PC REVITALIZING FROGTOWN 100,000
    NEIGHBORHOOD FUNDERS GROUP
    436 14TH STREET SUITE 425
    OAKLAND,CA94610
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 2,500
    NEIGHBORIMPACT
    2303 SW FIRST STREET
    REDMOND,OR977567133
    N/A PC RURAL INCLUSION 150,000
    NEIGHBORS INC
    222 GRAND AVENUE WEST
    SOUTH ST PAUL,SD55075
    N/A PC 2018 STAFF SERVICE DAY TEAM DISCRETIONARY GRANT 6,000
    NEIGHBORWORKS UMPQUA
    605 SE KANE STREET
    ROSEBURG,OR97470
    N/A PC WEALTH CREATION IN SOUTHWESTERN OREGON 100,000
    NEW AVENUES FOR YOUTH INC
    1220 SW COLUMBIA STREET
    PORTLAND,OR97201
    N/A PC EXPANDED ENTERPRISE OPPORTUNITIES FOR HIGH-BARRIERED YOUTH AND STRATEGIC BUSINESS GROWTH 100,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVENUE NW SUITE
    300
    WASHINGTON,DC20036
    N/A PC 2018 MEMBERSHIP DUES - SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS 8,000
    NEXT DOOR INC
    965 TUCKER ROAD
    HOOD RIVER,OR97031
    N/A PC HOOD RIVER COUNTY COMMUNITY ID PROJECT (HRC-CID) 60,000
    NEXUS COMMUNITY PARTNERS
    2314 UNIVERSITY AVENUE WEST SUITE
    18
    ST PAUL,MN55114
    N/A PC CULTIVATING WEALTH 100,000
    NEXUS COMMUNITY PARTNERS
    2314 UNIVERSITY AVENUE WEST SUITE
    18
    ST PAUL,MN55114
    N/A PC THE CULTIVATING WEALTH PROJECT 200,000
    NEZ PERCE TRIBAL HOUSING AUTHORITY
    PO BOX 188 111 VETERANS AVENUE
    LAPWAI,ID83540
    N/A GOV PATHWAYS TO FINANCIAL INCLUSION INITIATIVE 45,400
    NEZ PERCE TRIBE
    PO BOX 365
    LAPWAI,ID83540
    N/A GOV BUILDING BUSINESS AND FINANCIAL WELLNESS - FISCAL SPONSOR OF NIMIIPUU COMMUNITY DEVELOPMENT FUND 90,000
    NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS
    3626 GARFIELD AVENUE SOUTH
    MINNEAPOLIS,MN55409
    N/A PC LAUNCHING NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS (NATIFS) 40,000
    NORTHSIDE ECONOMIC OPPORTUNITY NETWORK
    1007 WEST BROADWAY AVENUE NORTH
    MINNEAPOLIS,MN55411
    N/A PC NEON BUSINESS DEVELOPMENT 200,000
    NORTHWEST INDIAN COMMUNITY DEVELOPMENT CENTER
    1819 BEMIDJI AVENUE NORTH
    BEMIDJI,MN56601
    N/A PC ANOKIIWIN OGEMAAWAG, BUILDING LEADERSHIP IN GOOD WORK 150,000
    NORTHWEST NATIVE DEVELOPMENT FUND
    504 FIR STREET
    COULEE DAM,WA99116
    N/A PC FUELING NATIVE ECONOMIC DEVELOPMENT 150,000
    NORTHWEST NATIVE DEVELOPMENT FUND
    504 FIR STREET
    COULEE DAM,WA99116
    N/A PC SMALL BUSINESS FINANCING EXPLOSION; A NEW ERA BEGINS 200,000
    NWAF EMPLOYEE MATCHING GRANTS
    60 PLATO BLVD E STE 400
    ST PAUL,MN55107
    N/A PC NWAF EMPLOYEE MATCHING GRANTS 23,160
    NWAF EMPLOYEE RECOGNITION GRANTS
    60 PLATO BLVD E STE 400
    ST PAUL,MN55107
    N/A PC NWAF EMPLOYEE RECOGNITION GRANTS 325
    NWAF EMPLOYEE VOLUNTEER MATCHING GIFTS
    60 PLATO BLVD E STE 400
    ST PAUL,MN55107
    N/A PC NWAF EMPLOYEE VOLUNTEER MATCHING GIFTS 2,000
    OCETI SAKOWIN POWER AUTHORITY
    4236 MATHEWSON DRIVE NW
    WASHINGTON,DC20011
    N/A GOV OCETI SAKOWIN POWER AUTHORITY OPERATIONS 50,000
    OPPORTUNITY LINK
    339 3RD STREET PO BOX 80
    HAVRE,MT59501
    N/A PC BUILDING VIBRANT COMMUNITIES: REGIONAL PARTNERSHIPS FOR LOCAL PROSPERITY 153,527
    PEAK GRANTMAKING INC
    1666 K STREET NW SUITE 440
    WASHINGTON,DC20006
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 3,000
    PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT
    PO BOX 405
    ASHLAND,MT59003
    N/A PC NORTHERN CHEYENNE ECONOMIC STREAMLINE PROJECT 160,000
    PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT
    PO BOX 405
    ASHLAND,MT59003
    N/A PC FINANCIAL INCLUSION 150,000
    PHILANTHROPY NEW YORK INC
    79 FIFTH AVENUE 4TH FLOOR
    NEW YORK,NY10003
    N/A PC 2018 ANNUAL MEMBERSHIP DUES - ASSET FUNDERS NETWORK 5,000
    PHILANTHROPY NORTHWEST
    2101 4TH AVENUE SUITE 650
    SEATTLE,WA98121
    N/A PC 2018 ANNUAL MEMBERSHIP DUES 23,205
    POLICYLINK
    1438 WEBSTER STREET SUITE 303
    OAKLAND,CA94612
    N/A PC SUPPORTING DELEGATIONS TO EQUITY SUMMIT 2018 40,000
    PREPARE AND PROSPER
    2610 UNIVERSITY AVENUE WEST SUITE
    450
    ST PAUL,MN55114
    N/A PC HELPING LOW-INCOME MINNESOTANS BUILD BRIGHTER FINANCIAL FUTURES 225,000
    PROPEL NONPROFITS
    1 SE MAIN STREET SUITE 600
    MINNEAPOLIS,MN55414
    N/A PC BUILDING CAPACITY - FISCAL SPONSOR OF MINNESOTA INDIGENOUS BUSINESS ALLIANCE 75,000
    PROPEL NONPROFITS
    1 SE MAIN STREET SUITE 600
    MINNEAPOLIS,MN55414
    N/A PC FISCAL SPONSOR OF TANKA FUND - RETURNING BUFFALO TO NATIVE LANDS, LIVES AND ECONOMIES 136,250
    PROSPERITY NOW
    1200 G STREET NW SUITE 400
    WASHINGTON,DC20005
    N/A PC LEARNING AND CONNECTIONS TO ADVANCE PROSPERITY IN THE NORTHWEST 150,000
    PROSPERITY NOW
    1200 G STREET NW SUITE 400
    WASHINGTON,DC20005
    N/A PC AFRICAN AMERICAN FINANCIAL CAPABILITY INITIATIVE TECHNICAL ASSISTANCE RENEWAL FUNDING 250,000
    RAINBOW RESEARCH INC
    621 WEST LAKE STREET SUITE 300
    MINNEAPOLIS,MN55408
    N/A PC EVALUATION CAPACITY-BUILDING PROJECT FOR RESERVATION-BASED WORK OPPORTUNITY INITIATIVE 121,831
    REGION FIVE DEVELOPMENT COMMISSION
    200 1ST STREET NE SUITE 2
    STAPLES,MN56479
    N/A GOV THE GOOD LIFE......FOR ALL 21,500
    ROSEBUD ECONOMIC DEVELOPMENT CORPORATION
    27565 RESEARCH PARK DRIVE PO BOX
    236
    MISSION,SD57555
    N/A GOV COMMUNITY AND WORKFORCE DEVELOPMENT 3,000
    ROSEBUD ECONOMIC DEVELOPMENT CORPORATION
    27565 RESEARCH PARK DRIVE PO BOX
    236
    MISSION,SD57555
    N/A GOV FISCAL SPONSOR OF TATANKA FUNDS - RENEWAL SUPPORT 114,900
    RURAL COMMUNITY DEVELOPMENT RESOURCES
    24 SOUTH 3RD AVENUE
    YAKIMA,WA98902
    N/A PC ENHANCING CAPACITY FOR LOW-INCOME IMMIGRANTS TO ACHIEVE SOCIAL AND CIVIC INTEGRATION 25,000
    RURAL COMMUNITY DEVELOPMENT RESOURCES
    24 SOUTH 3RD AVENUE
    YAKIMA,WA98902
    N/A PC INCREASING ASSETS THROUGH BUSINESS CAPACITY IN RURAL WASHINGTON 150,000
    RURAL DEVELOPMENT INITIATIVE INC
    150 SHELTON-MCMURPHEY BLVD SUITE
    201
    EUGENE,OR97401
    N/A PC SPONSORSHIP OF REGARDS TO RURAL (R2R) CONFERENCE 5,000
    RURAL DYNAMICS INC
    2022 CENTRAL AVENUE
    GREAT FALLS,MT59401
    N/A PC IMPROVING FINANCIAL SECURITY IN MONTANA COMMUNITIES 100,000
    RURAL ELECTRIC ECONOMIC DEVELOPMENT INC
    211 SOUTH HARTH AVENUE PO BOX 227
    MADISON,SD57042
    N/A PC UPLIFT AMERICA UNRESTRICTED NET ASSETS 182,813
    SELF ENHANCEMENT INC
    3920 NORTH KERBY AVENUE
    PORTLAND,OR972271255
    N/A PC AFRICAN AMERICAN FINANCIAL CAPABILITY INITIATIVE 200,000
    SHOSHONE-BANNOCK TRIBES OF THE FORT HALL RESERVATION
    PO BOX 306
    FORT HALL,ID83203
    N/A GOV ECONOMIC PORTFOLIO AND TRIBAL OCCUPATIONAL SAFETY AND HEALTH ENHANCEMENT PROGRAM 3,000
    SISSETON-WAHPETON OYATE OF THE LAKE TRAVERSE RESERVATION
    PO BOX 509 12554 BIA HIGHWAY 711
    AGENCY VILLAGE,SD572620509
    N/A GOV MAZASKA WOHA PROJECT 105,550
    SOCIAL JUSTICE FUND NORTHWEST
    603 STEWART STREET SUITE 1007
    SEATTLE,WA98101
    N/A PC FUNDING RURAL GRASSROOTS ORGANIZING 130,000
    SUMMIT ACADEMY OIC
    935 OLSON MEMORIAL HIGHWAY
    MINNEAPOLIS,MN55405
    N/A PC BUILDING A COMMUNITY OF WORKERS 125,000
    TAALA FUND
    4471 STATE ROUTE 109
    PACIFIC BEACH,WA98571
    N/A PC FUELING NATIVE ECONOMIC DEVELOPMENT 125,000
    TAALA FUND
    4471 STATE ROUTE 109
    PACIFIC BEACH,WA98571
    N/A PC CREATING NEW PRODUCTS AND STRENGTHENING CAPACITY 133,650
    TACOMA URBAN LEAGUE
    2550 SOUTH YAKIMA AVENUE SUITE A
    TACOMA,WA98405
    N/A PC TACOMA AFRICAN AMERICAN FINANCIAL CAPABILITY INITIATIVE 200,000
    THE DIRECTORS COUNCIL
    C/O WELLMARK YMCA 501 GRAND AVENUE
    DES MOINES,IA50309
    N/A PC AFRICAN AMERICAN FINANCIAL CAPABILITY PHASE II 200,000
    THE LAKOTA FUND INCORPORATED
    PO BOX 340
    KYLE,SD57752
    N/A PC FISCAL SPONSOR OF SOUTH DAKOTA NATIVE HOMEOWNERS COALITION 100,000
    THE MONTANA RACIAL EQUITY PROJECT
    PO BOX 11885
    BOZEMAN,MT59719
    N/A PC GENERAL OPERATING SUPPORT 25,000
    THE SAINT PAUL FOUNDATION
    101 FIFTH STREET EAST SUITE 2400
    ST PAUL,MN55101
    N/A PC MINNEAPOLIS SAINT PAUL REGIONAL WORKFORCE INNOVATION NETWORK (MSPWIN) 50,000
    THUNDER VALLEY COMMUNITY DEVELOPMENT CORPORATION
    290 EMPOWERMENT DRIVE
    PORCUPINE,SD57772
    N/A PC ECOSYSTEM OF OPPORTUNITY: BUILDING COMMUNITY POWER 724,536
    UJAMAA PLACE
    1821 UNIVERSITY AVENUE SUITE N257
    ST PAUL,MN55104
    N/A PC EXPANDING WORK OPPORTUNITIES FOR FORMERLY INCARCERATED YOUNG AFRICAN AMERICAN MEN 100,000
    UJAMAA PLACE
    1821 UNIVERSITY AVENUE SUITE N257
    ST PAUL,MN55104
    N/A PC TWIN CITIES COP - IMPROVING FINANCIAL CAPABILITY FOR TWIN CITIES AFRICAN AMERICANS 200,000
    UNITE OREGON
    700 NORTH KILLINGSWORTH STREET
    PORTLAND,OR97217
    N/A PC BUILDING AN INCLUSIVE OREGON 25,000
    VENTURES
    2100 24TH AVENUE SOUTH SUITE 380
    SEATTLE,WA98144
    N/A PC MICROENTERPRISE DEVELOPMENT IN SEATTLE 150,000
    VERDE
    6899 NE COLUMBIA BOULEVARD SUITE A
    PORTLAND,OR97218
    N/A PC BUILDING A COHESIVE LIVING CULLY ENERGY AND ANTI-DISPLACEMENT INITIATIVE 100,000
    WARM SPRINGS COMMUNITY ACTION TEAM
    PO BOX 1419
    WARM SPRINGS,OR97761
    N/A PC PATHWAYS TO FINANCIAL INCLUSION INITIATIVE 158,473
    WARM SPRINGS COMMUNITY ACTION TEAM
    PO BOX 1419
    WARM SPRINGS,OR97761
    N/A PC ADVANCING ECONOMIC OPPORTUNITY IN WARM SPRINGS 160,000
    WHITE EARTH INVESTMENT INITIATIVE
    407 MAIN STREET EAST PO BOX 38
    OGEMA,MN565690038
    N/A PC FUELING NATIVE ECONOMIC DEVELOPMENT 300,000
    WHITE EARTH INVESTMENT INITIATIVE
    407 MAIN STREET EAST PO BOX 38
    OGEMA,MN565690038
    N/A PC LOAN PROCESSOR AND LOAN FUND 200,000
    WILLAMETTE VALLEY LAW PROJECT
    300 YOUNG STREET
    WOODBURN,OR97074
    N/A PC HEALTHY WORK PLACES 50,000
    WOMENVENTURE
    2021 E HENNEPIN AVENUE SUITE 200
    MINNEAPOLIS,MN55413
    N/A PC DAYCARE CO-OP PILOT 75,000
    YWCA OF MINNEAPOLIS
    1130 NICOLLET MALL
    MINNEAPOLIS,MN55403
    N/A PC SPONSORSHIP OF IT'S TIME TO TALK 16TH ANNUAL FORUM ON RACE 5,000
    YWCA OF MINNEAPOLIS
    1130 NICOLLET MALL
    MINNEAPOLIS,MN55403
    N/A PC SPONSORSHIP OF CIRCLE OF WOMEN EVENT 5,000
    Total .................................bullet 3a 18,780,537
    bApproved for future payment
    AMERICAN INDIAN BUSINESS ALLIANCE INC
    1003 GATEWAY AVENUE
    BISMARCK,ND58503
    N/A PC GROWING NATIVE AMERICAN ENTREPRENEURS AND ENTERPRISES 75,000
    APPETITE FOR CHANGE INC
    1200 W BROADWAY AVENUE SUITE 180
    MINNEAPOLIS,MN55411
    N/A PC APPETITE FOR CHANGE: BUILDING COMMUNITY AND ECONOMIC GROWTH THROUGH FOOD 50,000
    CENTER POLE
    PO BOX 71 3391 GARRYOWEN ROAD
    GARRYOWEN,MT59031
    N/A PC SOCIAL ENTERPRISE EXPANSION PROJECT (PHASE 2) 75,000
    CONFEDERATED TRIBES OF UMATILLA INDIAN RESERVATION
    46411 TIMINE WAY
    PENDLETON,OR97801
    N/A GOV IMPLEMENTATION OF THE UMATILLA TRIBES CDFI 75,000
    FOUR BANDS COMMUNITY FUND INC
    101 SOUTH MAIN STREET PO BOX 932
    EAGLE BUTTE,SD57625
    N/A PC GENERAL OPERATING SUPPORT - CULTIVATING OUR PLACE TO GROW 50,000
    HMONG AMERICAN FARMERS ASSOCIATION
    149 THOMPSON AVENUE EAST SUITE 210
    WEST SAINT PAUL,MN55118
    N/A PC ENSURING STABLE AND STEADY LEADERSHIP WHILE GREAT CHANGE IS HAPPENING 50,000
    HOMES OF OAKRIDGE HUMAN SERVICES
    1236 OAKRIDGE DRIVE
    DES MOINES,IA50314
    N/A PC "TRANSITIONS - 2 GEN PROJECT 75,000
    HONOR THE EARTH
    607 MAIN AVENUE
    CALLAWAY,MN56521
    N/A PC AKIING 8TH FIRE TRIBAL COMMUNITY DEVELOPMENT INITIATIVE 100,000
    JUMA VENTURES
    131 STEUART STREET SUITE 201
    SAN FRANCISCO,CA94105
    N/A PC JUMA SEATTLE YOUTHCONNECT 75,000
    MAIN STREET PROJECT
    105 4TH STREET EAST SUITE 213
    NORTHFIELD,MN550572047
    N/A PC REGENERATIVE AGRICULTURE IN SOUTHEAST MINNESOTA 275,000
    MAZASKA OWECASO OTIPI FINANCIAL INC
    PO BOX 1996 108 OGLALA STREET
    PINE RIDGE,SD57770
    N/A PC NATIVE AFFORDABLE HOUSING INITIATIVE 125,000
    MICRO ENTERPRISE SERVICES OF OREGON
    4008 NE MARTIN LUTHER KING JR
    BOULEVARD
    PORTLAND,OR97212
    N/A PC ACCESS TO CAPITAL LEADING TO STABILITY AND SECURITY FOR SMALL BUSINESS OWNERS 33,950
    NACDC FINANCIAL SERVICES INC
    PO BOX 3029
    BROWNING,MT59417
    N/A PC SUPPORTING ECONOMIC DEVELOPMENT ON MONTANA RESERVATIONS WHILE STRIVING TO ACHIEVE ORGANIZATIONAL SELF-SUFFICIENCY 125,000
    NATIVE AMERICAN ADVOCACY PROGRAM
    30122 352ND AVENUE PO BOX 277
    HERRICK,SD575380277
    N/A PC LAKOTA YOUTH RISE: YOUTH-LED CULTURALLY-BASED SOCIAL ENTERPRISES 50,000
    NATIVE AMERICAN DEVELOPMENT CENTER
    209 NORTH 24TH STREET SUITE A
    BISMARCK,ND58501
    N/A PC FINANCIAL CAPABILITY FOR NATIVE AMERICANS IN NORTH DAKOTA 80,000
    NATIVE AMERICAN YOUTH AND FAMILY CENTER
    5135 NE COLUMBIA BOULEVARD
    PORTLAND,OR97218
    N/A PC STRENGTHENING NATIVE ENTERPRISES 285,000
    NATIVE CDFI NETWORK INC
    PO BOX 1827
    RAPID CITY,SD577091827
    N/A PC FUELING THE ENGINES OF NATIVE AMERICAN ECONOMIC OPPORTUNITY 150,000
    NATIVE360 LOAN FUND INC
    211 WEST 3RD STREET
    GRAND ISLAND,NE68801
    N/A PC STRENGTHENING NATIVE OWNED BUSINESSES IN IOWA 99,912
    NEW AVENUES FOR YOUTH INC
    1220 SW COLUMBIA STREET
    PORTLAND,OR97201
    N/A PC EXPANDED ENTERPRISE OPPORTUNITIES FOR HIGH-BARRIERED YOUTH AND STRATEGIC BUSINESS GROWTH 100,000
    NEXUS COMMUNITY PARTNERS
    2314 UNIVERSITY AVENUE WEST SUITE
    18
    ST PAUL,MN55114
    N/A PC THE CULTIVATING WEALTH PROJECT 200,000
    NORTHWEST NATIVE DEVELOPMENT FUND
    504 FIR STREET
    COULEE DAM,WA99116
    N/A PC FUELING NATIVE ECONOMIC DEVELOPMENT 150,000
    NORTHWEST NATIVE DEVELOPMENT FUND
    504 FIR STREET
    COULEE DAM,WA99116
    N/A PC SMALL BUSINESS FINANCING EXPLOSION; A NEW ERA BEGINS 50,000
    OPPORTUNITY LINK
    339 3RD STREET PO BOX 80
    HAVRE,MT59501
    N/A PC BUILDING VIBRANT COMMUNITIES: REGIONAL PARTNERSHIPS FOR LOCAL PROSPERITY 153,527
    PREPARE AND PROSPER
    2610 UNIVERSITY AVENUE WEST SUITE
    450
    ST PAUL,MN55114
    N/A PC HELPING LOW-INCOME MINNESOTANS BUILD BRIGHTER FINANCIAL FUTURES THROUGH FREE TAX PREPARATION, FINANCIAL SERVICES, FINANCIAL COACHING, SYSTEMS CHANGE, AND AFFORDABLE BANKING PRODUCTS 225,000
    RURAL COMMUNITY DEVELOPMENT RESOURCES
    24 S 3RD AVENUE
    YAKIMA,WA98902
    N/A PC INCREASING ASSETS THROUGH BUSINESS CAPACITY IN RURAL WASHINGTON 50,000
    TAALA FUND
    4471 STATE ROUTE 109
    PACIFIC BEACH,WA98571
    N/A PC FUELING NATIVE ECONOMIC DEVELOPMENT 125,000
    TAALA FUND
    4471 STATE ROUTE 109
    PACIFIC BEACH,WA98571
    N/A PC CREATING NEW PRODUCTS AND STRENGTHENING CAPACITY 116,350
    THE LAKOTA FUND
    PO BOX 340
    KYLE,SD57752
    N/A PC EXPANDING BUSINESS LENDING 300,000
    THUNDER VALLEY COMMUNITY DEVELOPMENT CORPORATION
    290 EMPOWERMENT DRIVE
    PORCUPINE,SD57772
    N/A PC ECOSYSTEM OF OPPORTUNITY: BUILDING COMMUNITY POWER 397,805
    UJAMAA PLACE
    1821 UNIVERSITY AVENUE SUITE N257
    ST PAUL,MN55104
    N/A PC EXPANDING WORK OPPORTUNITIES FOR FORMERLY INCARCERATED YOUNG AFRICAN AMERICAN MEN 200,000
    VERDE
    6899 NE COLUMBIA BOULEVARD SUITE A
    PORTLAND,OR97218
    N/A PC BUILDING A COHESIVE LIVING CULLY ENERGY & ANTI-DISPLACEMENT INITIATIVE 100,000
    WHITE EARTH INVESTMENT INITIATIVE
    407 MAIN STREET EAST PO BOX 38
    OGEMA,MN565690038
    N/A PC LOAN PROCESSOR AND LOAN FUND 50,000
    Total .................................bullet 3b 4,066,544
    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
    aPRI INTEREST         141,702
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 11,666,059  
    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 3,760,708  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME
    900099   01 -15,520  
    bFEDERAL EXCISE TAX 900099   01 124,962  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 15,536,209 141,702
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,677,911
    (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.)
    1 PROGRAM-RELATED INVESTMENTS CONSIST OF DEBT AND EQUITY POSITIONS IN ORGANIZATIONS THAT CONDUCT ACTIVITIES THAT FULFILL THE CHARITABLE PURPOSES OF THE FOUNDATION.
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    NORTHWEST AREA FOUNDATION
     
    Employer identification number

    41-0719221
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    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
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    NORTHWEST AREA FOUNDATION
     
    Employer identification number
    41-0719221
    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
    1
    FEDERAL HOME LOAN BANK OF DES MOINES
     
    666 WALNUT ST STE 1900
     
    DES MOINES, IA50309

    $ 3,750,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    NORTHWEST AREA FOUNDATION
     
    Employer identification number

    41-0719221
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    NORTHWEST AREA FOUNDATION
     
    Employer identification number

    41-0719221
    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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 59,041 0   59,041

    TY 2018 AllOthProgRltdInvestmentsSch
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Category Amount
    NORTHWEST NATIVE DEVELOPMENT FUND - ACCESS TO CAPITAL FOR NATIVE AMERICAN BUSINESS OWNERS. 150,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    NORTHERN EAGLE FEDERAL CREDIT UNION
     
    1432 BOIS FORTE ROAD
    TOWER,MN55790
    2017-11-28 100,000 TO SUPPORT INDIVIDUAL AND GROUP FINANCIAL COUNSELING, FINANCIAL EMPOWERMENT WORKSHOPS, AND THE DEVELOPMENT OF A STRATEGIC PLAN FOR GRANTEE'S FINANCIAL EDUCATION PROGRAMMING. 27,261 NONE JUNE 25, 2019 FOR THE PERIOD JANUARY 1 - DECEMBER 31 2018   N/A

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WTC-CTF CORE BOND PLUS 4,868,951 4,868,951
    WTC-CTF GLOBAL TOTAL RETURN 15,213,561 15,213,561
    CTF EMERGING LCL DBT 11,079,719 11,079,719
    KAYNE CREDIT OPP, L.P. (Q 3,873,308 3,873,308
    BLACKROCK STRAT INC OPP 520,142 520,142
    AG DIVERSIFIED CREDIT STRATEGIES 7,633,537 7,633,537
    CASTLELAKE IV, L.P. 11,687,016 11,687,016
    CASTLELAKE AVIATION III S 5,606,533 5,606,533
    CASTLELAKE V, L.P. 5,787,873 5,787,873
    CUBEX 1,250,000 1,250,000
    HCAP PARTNERS IV, L.P 574,292 574,292
    HCAP PARTNERS III, L.P 2,003,692 2,003,692
    AG DLI I, L.P 4,438,402 4,438,402
    AG DLI II, L.P 4,204,308 4,204,308
    AG DLI III, L.P 244,767 244,767

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMONFUND CPTL SCNDRY PR 6,160,078 6,160,078
    COMMONFUND CAP SEC PTNRS 1,825,765 1,825,765
    ADAMS STREET PARTNERS PRI 31,129,753 31,129,753
    STONE ARCH CAPITAL III LP 2,009,167 2,009,167
    GRANITE EQUITY LLC 4,964,222 4,964,222
    INVEST NORTHWEST, LP 1,242,595 1,242,595
    DFA INTL SM CO #5089 15,805,422 15,805,422
    KALEIDOSCOPE PRISM OFFSHORE 16,343,212 16,343,212
    BLACKROCK EUROPEAN HEDGE 9,898,704 9,898,704
    ADAGE CAPITAL MGMT 46,378,937 46,378,937
    HEXAVEST ACWI 27,822,091 27,822,091
    BAILLIE GIFFORD GLOBAL AL 28,301,022 28,301,022
    J.P. MORGAN GLOBAL EMERGING MARKETS 25,934,220 25,934,220
    MONDRIAN EM MKT SM CP EQ 9,882,015 9,882,015
    ACACIA RESEARCH CORP 100,426 100,426
    ANTARES PHARMA INC 111,520 111,520
    BARNES&NOBLE INC 261,621 261,621
    BOOT BARN HOLDINGS INC 361,036 361,036
    BRIDGEPOINT EDUCATION INC 138,097 138,097
    COMSTOCK RESOURCES INC 95,583 95,583
    COMTECH TELECOMMUNICATION 140,758 140,758
    DRIVE SHACK INC 148,176 148,176
    ENERGY RECOVERY INC 148,733 148,733
    EVERI HOLDINGS INC 174,585 174,585
    EVINE LIVE INC 14,603 14,603
    FLUIDIGM CORP 149,126 149,126
    FRESHPET INC 247,632 247,632
    GREAT LAKES DREDGE&DOCK 175,430 175,430
    HERITAGE INSURANCE HOLDIN 220,947 220,947
    IMMERSION CORPORATION 148,736 148,736
    INTERNAP CORP 89,225 89,225
    INTREPID POTASH INC 196,820 196,820
    LIMELIGHT NETWORKS INC 115,596 115,596
    LIMONEIRA CO 109,480 109,480
    MAXWELL TECHNOLOGIES INC 112,560 112,560
    PDL BIOPHARMA INC 278,690 278,690
    PACIFIC BIOSCIENCES OF CA 63,456 63,456
    PIXELWORKS INC 84,680 84,680
    REALNETWORKS INC 76,385 76,385
    TELENAV INC 114,898 114,898
    TILE SHOP HLDGS INC 143,576 143,576
    TITAN INTERNATIONAL INC 125,354 125,354
    T2 BIOSYSTEMS INC 90,902 90,902
    TUESDAY MORNING CORP 81,770 81,770
    USA TRUCK INC COM 143,712 143,712
    VERA BRADLEY INC 160,259 160,259
    VERSO CORP 537,600 537,600
    W&T OFFSHORE INC 215,476 215,476
    WF TREAS PLUS MM FD-INST 5,916,138 5,916,138
    CASH COLLATERAL 1,400,000 1,400,000
    WAITR HOLDINGS INC 159,445 159,445
    RIBBON COMMUNICATIONS INC 120,982 120,982
    RIGEL PHARMACEUTICALS INC 129,030 129,030
    RUBICON PROJECT INC/THE 214,102 214,102
    QUANTENNA COMMUNICATIONS 170,765 170,765
    INVESTORS REAL ESTATE 175,180 175,180
    KEYW HOLDING CORP/THE 147,849 147,849
    KINDRED BIOSCIENCES INC 135,123 135,123
    LINDBLAD EXPEDITIONS HOLDINGS 123,832 123,832
    LOVESAC CO/THE 142,228 142,228
    MITEK SYSTEMS INC 218,362 218,362
    NATURAL GROCERS BY VITAMIN 323,463 323,463
    NEOPHOTONICS CORP 151,632 151,632
    ON DECK CAPITAL INC 125,080 125,080
    GAIN CAPITAL HOLDINGS INC 158,928 158,928
    GLOBAL EAGLE ENTERTAINMENT 147,403 147,403
    EXANTAS CAPITAL CORP 195,390 195,390
    FLOTEK INDUSTRIES INC 60,822 60,822
    CORBUS PHARMACEUTICALS 122,056 122,056
    CROSS CTRY HEALTHCARE INC 142,935 142,935
    CALIX INC 170,625 170,625
    CARRIAGE SVCS INC COM 154,690 154,690
    CLEAN ENERGY FUELS CORP 94,256 94,256
    AQUANTIA CORP 128,919 128,919
    ACCURAY INC 128,898 128,898
    KLS SPECIAL SITUATIONS FUND 716,081 716,081
    SECOND ALPHA PARTNERS IV, LP 1,181,998 1,181,998
    VERASTEM INC 99,120 99,120
    VERACYTE INC 148,444 148,444

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    US Government Securities - End of Year Book Value:

    2,246,874
    US Government Securities - End of Year Fair Market Value:

    2,246,874
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKROCK TEMPUS FUND, LTD FMV 1,867,072 1,867,072
    COMMONFUND CAPITAL NAT RESOURCES FMV 17,463,017 17,463,017
    WILLIAM BLAIR MACRO ALLOCATION FMV 11,561,783 11,561,783
    KALEIDOSCOPE SPECTRUM FMV 7,639,173 7,639,173
    MULTI-ALTERNATIVE OPP FUND FMV 1,244,178 1,244,178
    WINTON EVOLUTION FUND FMV 12,781,439 12,781,439
    KINGSTOWN PARTNERS L.P. FMV 9,817,511 9,817,511
    RS FEEDER FUND II, LP FMV 3,738,643 3,738,643
    RS FEEDER FUND I, LP FMV 4,129,592 4,129,592
    ROUNDSHIELD 1 CO-INVEST 1 FMV 1,455,178 1,455,178
    ALLIANCE FUND II, L.P. FMV 2,423,744 2,423,744
    RS FEEDER III, LP FMV 622,422 622,422
    EATON VANCE COMMODITY CTF FMV 10,147,109 10,147,109
    SECURITY CAPITAL PREFERRED GROWTH FMV 5,332,636 5,332,636

    TY 2018 LandEtcSchedule2
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 2,236,088 1,850,443 385,645 385,645
    COMPUTER HARDWARE AND SOFTWARE 537,844 531,196 6,648 6,648
    FURNITURE AND EQUIPMENT 703,289 640,214 63,075 63,075
    MINERAL RIGHTS 40,156 0 40,156 40,156


    TY 2018 LegalFeesSchedule
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 91,384 49,583   41,099


    TY 2018 OtherAssetsSchedule
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENTS 6,053,984 6,736,063 6,736,063
    ACCRUED INVESTMENT INCOME 35,853 29,490 29,490
    SECURITIES SETTLEMENT RECEIVABLE 3,001,006 2,720,545 2,720,545


    TY 2018 OtherDecreasesSchedule
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 30,905,354


    TY 2018 OtherExpensesSchedule
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER CONTRACTED SERVICES 503,666 35,500   460,440
    MARKETING & ADVERTISING SERVICES 18,844 0   18,376
    COMMUNICATION SERVICES 39,373 366   37,003
    POSTAGE/DELIVERY SERVICES 890 198   861
    REPAIR & MAINTENANCE 62,572 0   48,909
    GENERAL SUPPLIES & MATERIALS 18,928 286   19,049
    SUBSCRIPTIONS & PUBLICATIONS 6,354 830   5,781
    TECHNOLOGY EQUIPMENT 32,570 0   32,683
    MEMBERSHIP DUES 10,351 1,130   9,096
    INSURANCE 38,344 0   59,038
    MISCELLANEOUS 6,293 1,766   4,703
    OTHER EXPENSES - PARTNERSHIPS 0 4,591,397   0


    TY 2018 OtherIncomeSchedule2
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME - PARTNERSHIPS   1,430,863  
    PRI INTEREST 141,702 71,042 141,702
    MISCELLANEOUS INCOME -15,520 -15,520 -15,520
    FEDERAL EXCISE TAX 124,962   124,962


    TY 2018 OtherLiabilitiesSchedule
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL EXCISE TAXES PAYABLE 1,472,062 1,126,313
    DEFERRED LEASEHOLD INCENTIVES 180,148 148,818
    SECURITIES SETTLEMENTS PAYABLE 15,668 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 518,610 4,613   508,822
    INVESTMENT & AGENT FEES 5,101,556 1,559,108   0


    TY 2018 SubstantialContributorsSch
    Name:
    NORTHWEST AREA FOUNDATION
    EIN:
    41-0719221
    Name Address
    FEDERAL HOME LOAN BANK OF DES MOINES
     
    666 WALNUT ST STE 1900
    DES MOINES,IA50309