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 10-01-2018 , and ending 09-30-2019
Name of foundation
EDINA REALTY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6800 FRANCE AVE S RM/STE 600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN554352017
A Employer identification number

41-1826980
B Telephone number (see instructions)

(952) 928-5000
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$485,484J 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) 462,298
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 462,298 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 5,752     5,752
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 50     50
22 Printing and publications.......... 619     619
23 Other expenses (attach schedule)....... Click to see attachment 101,514     101,514
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 107,935 0   107,935
25 Contributions, gifts, grants paid....... 390,492 390,492
26 Total expenses and disbursements. Add lines 24 and 25 498,427 0   498,427
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,129
b Net investment income (if negative, enter -0-) 0
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............. 494,496 457,045 457,045
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet28,439
Less: allowance for doubtful accounts bullet   26,564 28,439 28,439
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 521,060 485,484 485,484
Liabilities 17 Accounts payable and accrued expenses.......... 21,128 30,681
18 Grants payable................. 57,000 48,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 78,128 78,681
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.................. 442,932 406,803
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
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)..... 442,932 406,803
31 Total liabilities and net assets/fund balances (see instructions). 521,060 485,484
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
442,932
2
Enter amount from Part I, line 27a .....................
2
-36,129
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
406,803
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
406,803
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 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 409,957 398,832 1.027894
2016 443,018 484,151 0.915041
2015 332,036 467,365 0.710443
2014 288,016 404,595 0.711862
2013 302,454 368,401 0.820991
2
Total of line 1, column (d) .....................
2
4.186231
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
0.837246
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
366,744
5
Multiply line 4 by line 3......................
5
307,055
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
307,055
8
Enter qualifying distributions from Part XII, line 4,.............
8
498,427
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 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN, WI
    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
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMICHELE CICI Telephone no.bullet (952) 928-5412

    Located atbullet6800 FRANCE AVE S STE 200EDINAMN ZIP+4bullet554352107
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    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
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MICHELE CICI DIRECTOR/TRE
    4.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    ED KAISER DIRECTOR
    2.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    KEVIN SPERLE OFFICER
    5.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    KARA EGAN OFFICER
    2.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    JOHN SHAW OFFICER
    1.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    JOEY OSLUND OFFICER
    1.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS THAT PROVIDE HOUSING AND SERVICES TO THE DISADVANTAGED. 410,406
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    372,329
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    372,329
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    372,329
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    5,585
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    366,744
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    18,337
    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
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    498,427
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    498,427
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    498,427
    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  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 498,427
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus 498,427
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 498,427
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    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
    0       0
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		498,427 409,957 443,018 332,036 1,683,438
    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 ....     		498,427 409,957 443,018 332,036 1,683,438
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 372,329 404,906 450,550 526,633 1,754,418
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 372,329 404,906 450,550 526,633 1,754,418
    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 e-mail address of the person to whom applications should be addressed:
    SUSAN COWSERT
    6800 FRANCE AVE S
    STE 625
    EDINA,MN55435
    (952) 928-5356
    bThe form in which applications should be submitted and information and materials they should include:
    COMPLETED GRANT AND TAX DETERMINATION LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FUNDS ARE DISTRIBUTED TO ORGANIZATIONS SERVICING THE NEEDS OF THE HOMELESS.
    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
    360 COMMUNITIES-LEWIS HOUSE
    501 E HWY 13 102
    BURNSVILLE,MN55337     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    ACCESSIBLE SPAVE INC
    2550 UNIVERSITY AVE W
    ST PAUL,MN55114     		NONE PUBLIC ASSISTANCE TO THE DISADVANTAGED 1,500
    AEON HOMES FOR GENERATIONS
    901 N 3RD ST STE 150
    MINNEAPOLIS,MN55401     		NONE PUBLIC ASSISTANCE TO THE DISADVANTAGED 1,500
    ALEXANDRA HOUSE INC
    10065 3RD ST NE
    BLAINE,MN55434     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,500
    AMERICAN INDIAN COMMUNITY
    202 W 2ND ST
    DULUTH,MN55802     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,500
    AMERICAN REFUGEE COMMITTEE
    615 1ST AVE NE
    MINNEAPOLIS,MN55413     		NONE PC ASSISTANCE TO THE DISADVANTAGED 7,500
    ARC TWIN CITIES
    2446 UNIVERSITY AVE W 110
    ST PAUL,MN55114     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    AREA FOOD SHELF
    PO BOX 186 204 1ST ST NW
    NEW RICHLAND,MN56072     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    AREA NEIGHBORHOOD SERVICES
    203 3RD AVE NW
    WASECA,MN56093     		NONE PC ASSISTANCE TO THE DISADVANTAGED 400
    ASCENSION PLACEHAVEN HOUSIN
    1803 BRYANT AVE N
    MINNEAPOLIS,MN55411     		NONE PC ASSISTANCE TO THE DISADVANTAGED 86,069
    ASSISTANCE & RESOURCE CENTER
    PO BOX 223
    RIVER FALLS,WI54022     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,930
    ASSISTANCE LEAGUE OF MPLSST PAUL
    6416 PENN AVE S
    MINNEAPOLIS,MN55423     		NONE PC ASSISTANCE TO THE DISADVANTAGED 400
    AVENUES FOR HOMELESS YOUTH
    1708 OAK PARK AVE N
    MINNEAPOLIS,MN55411     		NONE PC ASSISTANCE TO THE DISADVANTAGED 7,832
    BASIC NEEDS INC
    950 3RD STREET STE 101
    ST PAUL PARK,MN55071     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    BECKER FOOD SHELF
    PO BOX 181
    BECKER,MN55308     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    BEST CHRISTMAS EVER INC
    PO BOX 439
    CLOQUET,MN55720     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,248
    BIG BROTHERSBIG SISTERS OF
    545 DUNNELL DR
    OWATONNA,MN55060     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    BIG LAKE COMMUNITY FOOD SHELF
    160 LAKE ST N
    BIG LAKE,MN55309     		NONE PC ASSISTANCE TO THE DISADVANTAGED 300
    BRIDGE FOR YOUTH
    1111 W 22ND STREET
    MINNEAPOLIS,MN55405     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    CASA MINNESOTA
    PO BOX 17358
    MINNEAPOLIS,MN55417     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    CENTENNIAL UNITED METHODIST
    1524 W COUNTY ROAD C2
    ROSEVILLE,MN55113     		NONE PC ASSISTANCE TO THE DISAVANTAGED 5,000
    CHRISTIAN CUPBOARD EMERGENCY
    8264 4TH ST N
    OAKDALE,MN55128     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    CHRISTIAN FOOD CUPBOARD
    1500 VINE ST
    HUDSON,WI54016     		NONE PC ASSISTANCE TO THE DISADVANTAGED 400
    COMMUNITY ACTION CENTER OF
    1651 JEFFERSON PKWY HS200
    NORTHFIELD,MN55057     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,800
    COMMUNITY BASICS INC
    1008 PLEASANTVIEW DR SE
    WILMAR,MN56201     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    COMMUNITY CARES
    PO BOX 240639
    APPLE VALLEY,MN55124     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    COMMUNITY CUP MINISTRY
    105 SECOND AVE SW 2
    HUTCHINSON,MN55350     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    COMMUNITY EMERGENCY SERVICE
    1900 11TH AVE S
    MINNEAPOLIS,MN55404     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,900
    COMMUNITY REFERRAL AGENCY
    PO BOX 365
    MILLTOWN,WI54858     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,000
    COMMUNITY THREAD
    2300 ORLEANS ST W
    STILLWATER,MN55082     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,200
    CORNERSTONE ADVOCACY SERVICE
    1000 E 80TH ST
    BLOOMINGTON,MN55420     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,000
    CROSBY FOOD SHELF
    23205 MAPLE SHORES DR
    DEERWOOD,MN56444     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    CROW RIVER HFH
    1020 HIGHWAY 7 WEST STE A
    HUTCHINSON,MN55350     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    DAKOTA WOODLANDS INC
    3430 WESCOTT WOODLANDS
    EAGAN,MN55123     		NONE PC ASSISTANCE TO THE DISADVANTAGED 750
    DIVISION OF INDIAN WORK
    1001 EAST LAKE ST
    MINNEAPOLIS,MN55407     		NONE PC ASSISTANCE TO THE DISADVANTAGED 400
    DOCS RECOVERY HOUSE
    1208 NORTH BROADWAY
    ROCHESTER,MN55906     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,872
    EDINA A BETTER CHANCE (ABC)
    6754 VALLEYVIEW ROAD
    EDINA,MN55439     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    FAMILY PATHWAYS
    6413 OAK ST
    NORTH BRANCH,MN55056     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    FAMILY PROMISE OF ANOKA CITY
    14515 NOWTHEN BLVD NW
    ANOKA,MN55303     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    FEED MY PEOPLE FOOD BANK
    2610 ALPINE RD
    EAU CLAIRE,WI54703     		NONE PC ASSISTANCE TO THE DISADVANTAGED 7,000
    FEED MY STARVING CHILDREN
    401 93RD AVENUE NW
    COON RAPIDS,MN55433     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    FRASER
    2400 WEST 64TH ST
    RICHFIELD,MN55423     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    FRIENDS IN NEED FOOD SHELF
    PO BOX 6
    COTTAGE GROVE,MN55016     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    GARRISON AREA CAREGIVERS
    PO BOX 336
    GARRISON,MN56450     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    HABITAT FOR HUMANITY
    PO BOX 13047
    HAYWARD,WI54843     		NONE PC ASSISTANCE TO THE DISADVANTAGED 900
    HALLIE Q BROWN COMMUNITY
    270 NORTH KENT ST
    ST PAUL,MN55102     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    HASTINGS FAMILY SERVICE
    301 SECOND ST E
    HASTINGS,MN55033     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    HAVEN FOR HEROES INC
    2408 4TH AVE N
    ANOKA,MN55303     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    HOME AND COMMUNITY OPTIONS I
    66 E THIRD ST
    WINONA,MN55987     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    HOMELESS WOUNDED WARRIORS-MN
    36200 PONDVIEW LANE
    CROSSLAKE,MN56442     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    HOPE CHEST
    3850 SHORELINE DR S
    WAYZATA,MN55391     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    HUDSON AREA BAKCPACK PROGRAM
    PO BOX 491
    HUDSON,WI54016     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    HUNGER PREVENTION COUNCIL
    PO BOX 201
    ELLSWORTH,WI54011     		NONE PC ASSISTANCE TO THE DISADVANTAGED 7,750
    IN LOVE WORD AND DEED
    1021 HENNEPIN AVE 218
    MINNEAPOLIS,MN55403     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,200
    INTERFAITH HOSPITALITY NETWORK
    811 7TH ST NW
    ROCHESTER,MN55901     		NONE PC ASSISTANCE TO THE DISADVANTAGED 7,500
    INTERFAITH OUTREACH AND
    1605 COUNTY ROAD 101 N
    PLYMOUTH,MN55447     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,500
    JEREMIAH PROGRAM
    126 WOODLAKE DRIVE SE
    ROCHESTER,MN55904     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    LAKES AND PINES COMMUNITY
    1700 MAPLE AVE EAST
    MORA,MN55051     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    LAKES AREA FOOD SHELF
    PO BOX 724
    NISSWA,MN56468     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    LAKES AREA HABITAT FOR
    1110 WRIGHT ST
    BRAINERD,MN56401     		NONE PC ASSISTANCE TO THE DISADVANTAGED 400
    LUTHERAN SOCIAL SERVICE
    424 WEST SUPERIOR ST
    DULUTH,MN55802     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    MAHTOMEDI AREA FOOD SHELF
    700 MAHTOMEDI AVE
    MAHTOMEDI,MN55115     		NONE PC ASSISTANCE TO THE DISADVANTAGED 416
    MCLEOD EMERGENCY FOOD SHELF
    808 EAST 12TH STREET
    GLENCOE,MN55336     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    MEEKER AREA MINISTRIES
    821 E 5TH STREET
    LITCHFIELD,MN55355     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    MILES IN MY SHOES
    PO BOX 583177
    MINNEAPOLIS,MN55458     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    MINNESOTA ASSISTANCE COUNCIL
    2700 EAST LAKE ST 3350
    MINNEAPOLIS,MN55406     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,496
    MINNESOTA TEEN CHALLENGE
    740 E 24TH ST
    MINNEAPOLIS,MN55404     		NONE PC ASSISTANCE TO THE DISADVANTAGED 8,916
    MISSIONS INC
    3409 MEDICINE LAKE BLVD E
    PLYMOUTH,MN55441     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    MONTICELLO HELP CENTER
    215 CEDAR ST
    MONTICELLO,MN55362     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    MOTLEY FOOD SHELF
    PO BOX 525
    MOTLEY,MN56466     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    MOVEFWD
    1001 HWY 7 ROOM 237
    HOPKINS,MN55305     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    MY VERY OWN BED
    34 13TH AVE NE
    MINNEAPOLIS,MN55416     		NONE PC ASSISTANCE TO THE DISADVANTAGED 400
    NEIGHBORS INC
    222 GRAND AVE W
    SOUTH ST PAUL,MN55075     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    NORTH ST PAUL AREA FOOD SHE
    2538 E SEPPALA BLVD
    N ST PAUL,MN55109     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    NORTHFIELD UNION OF YOUTH
    303 S WATER ST
    NORTHFIELD,MN55057     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    NORTHWOODS HOMELESS SHELTERS
    PO BOX 411
    AMERY,WI54001     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,000
    OPEN DOORS FOR YOUTH
    554 3RD ST STE 201
    ELK RIVER,MN55330     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    OPEN HANDS FOUNDATION
    3121 WESTWOOD DR
    EXCELSIOR,MN55331     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    OPEN YOUR HEART TO THE HUNGRY
    122 W FRANKLIN AVE 610
    MINNEAPOLIS,MN55404     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    OPERATION HELP
    PO BOX 1134
    HUDSON,WI54016     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    OUR NEIGHBORS PLACE
    PO BOX 274
    RIVER FALLS,WI54022     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,250
    PEOPLE INCORPORATED
    2060 CENTRE POINTE BLVD 3
    MENDOTA HEIGHTS,MN55120     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    PEOPLE REACHING OUT TO PEOPL
    14700 MARTIN DRIVE 102
    EDEN PRAIRIE,MN55344     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    PILLAGER FAMILY CENTER
    305 FIR AVE W
    PILLAGER,MN56473     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,248
    PINE RIVER FOOD SHELF
    245 BARCLAY
    PINE RIVER,MN56474     		NONE PC ASSISTANCE TO THE DISADVANTAGED 8,000
    PROJECT SHARE OF WADEN
    604 FIRST ST SW
    WADENA,MN56482     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,474
    PROP
    8040 MITCHELL ROAD
    EDEN PRAIRIE,MN55344     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    RALPH REEDER FOOD SHELF
    2544 MOUND VIEW BLVD
    NEW BRIGHTON,MN55112     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,000
    REVERENCE FOR LIFE
    145 8TH AVE
    GRANITE FALLS,MN56241     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    RIVERS OF HOPE
    PO BOX 511
    MONTICELLO,MN55362     		NONE PC ASSISTANCE TO THE DISADVANTAGED 750
    RIVERWAY CHURCH
    PO BOX 36
    CHAMPLIN,MN55316     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    RUTH'S HOUSE OF HOPE
    124 1ST AVE SW
    FARIBAULT,MN55021     		NONE PC ASSISTANCE TO THE DISADVANTAGED 9,350
    SAFE FAMILIES FOR CHILDREN
    PO BOX 120673
    ST PAUL,MN55112     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    SAFE SUMMER NIGHTS
    1324 7TH ST W
    ST PAUL,MN55102     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    SALVATION ARMYSERENITY HOUSE
    SERENITY HOUSE
    MILWAUKEE,WI53226     		NONE PC ASSISTANCE TO THE DISADVANTAGED 400
    SALVATION ARMYGRACE PLACE
    505 W 8TH ST
    NEW RICHMOND,WI54017     		NONE PC ASSISTANCE TO THE DISADVANTAGED 400
    SCOTT-CARVER-DAKOTA
    712 CANTERBURRY RD
    SHAKOPEE,MN55379     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    SENIOR COMMUNITY SERVICES IN
    10201 WAYZATA BLVD 335
    MINNETONKA,MN55305     		NONE PC ASSISTANCE TO THE DISADVANTAGED 750
    SIMPSON HOUSING SERVICES INC
    2100 PILSBURY AVE S
    MINNEAPOLIS,MN55404     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    SOJOURNER PROJECT INC
    PO BOX 272
    HOPKINS,MN55343     		NONE PC ASSISTANCE TO THE DISADVANTAGED 400
    SOLID GROUND
    3521 CENTURY AVE N
    WHITE BEAR LAKE,MN55110     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,000
    SOUTH CENTRAL COLLEGE
    1225 3RD ST SW
    FARIBOULT,MN55021     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,850
    SOUTHERN VALLEY ALLIANCE FOR
    PO BOX 166
    BELLE PLAINE,MN56011     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    SPARE KEY
    101 E 5TH ST
    ST PAUL,MN55101     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    ST PAUL SENIOR ROYALTY
    PO BOX 3632
    ST PAUL,MN55101     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    STAPLES FOOD SHELF
    PO BOX 82
    STAPLES,MN56479     		NONE PC ASSISTANCE TO THE DISADVANTAGED 6,525
    THANKSGIVING MEALS ON WHEELS
    1060 SOUTH PRIOR AVE
    ST PAUL,MN55116     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    THE 30 DAYS FOUNDATION
    3109 DOUGLAS DR N
    CRYSTAL,MN55422     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    THE BUTTERFLY HOUSE
    PO BOX 172
    ST CROIXFALLS,WI54024     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,000
    THE COMMUNITY TABLE
    320 PUTNAM ST 2
    EAU CLAIRE,WI54703     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    THE DWELLING PLACE
    940 44TH AVE NE
    COLUMBIA HEIGHTS,MN55421     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,500
    THE FAMILY PRACTICE
    244 10TH ST E
    ST PAUL,MN55101     		NONE PC ASSISTANCE TO THE DISADVANTAGED 8,208
    THE FORTRESS
    500 RUSSELL ST NW
    WILLMAR,MN56201     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    THE LANDING MN INC
    718 22ND ST NE
    ROCHESTER,MN55906     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    THE LIFT COMMUNITY
    1740 VAN DYKE ST
    MAPLEWOOD,MN55109     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    THE LINK
    1210 GLENWOOD AVE
    MINNEAPOLIS,MN55405     		NONE PC ASSISTANCE TO THE DISADVANTAGED 208
    THE OPEN DOOR PANTRY
    3910 RAHN ROAD
    EAGAN,MN55112     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    THE SALVATION ARMY
    20 NE 1ST AVE
    ROCHESTER,MN55906     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    TUBMAN FAMILY ALLIANCE
    3111 1ST AVE S
    MINNEAPOLIS,MN55408     		NONE PC ASSISTANCE TO THE DISADVANTAGED 7,800
    UNITED WAY - SHERBURNE COUNTY
    231 MAIN ST
    ELK RIVER,MN55330     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,250
    UNITED WAY OF HASTINGS
    PO BOX 3553
    HASTINGS,MN55033     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    VALLEY OUTREACH
    1911 CURVE CREST BLVD W
    STILLWATER,MN55082     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    VETERANS ASSISTANCE
    312 SUPERIOR AVE
    TOMAH,WI54660     		NONE PC ASSISTANCE TO THE DISADVANTAGED 250
    WEST CENTRAL MN COMMUNITIES
    411 INDUSTRIAL PARK BLVD
    ELBOW LAKE,MN56531     		NONE PC ASSISTANCE TO THE DISADVANTAGED 20,000
    WESTERN COMMUNITIES ACTION
    5213 SHORELINE DRIVE
    MOUND,MN55364     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    WINGSPAN LIFE RESOURCES
    30 E PLATO BLVD
    ST PAUL,MN55107     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    WOMEN'S ADVOCATES
    588 GRAND AVE
    ST PAUL,MN55102     		NONE PC ASSISTANCE TO THE DISADVANTAGED 900
    Total .................................bullet 3a 390,492
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....          
    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 ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
     
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    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
    EDINA REALTY FOUNDATION
     
    Employer identification number

    41-1826980
    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
    EDINA REALTY FOUNDATION
          		Employer identification number
    41-1826980
    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
    EDINA REALTY INC
     
    6800 FRANCE AVE S STE 600
     
    MINNEAPOLIS, MN55435

    		$ 60,631


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    EDINA REALTY TITLE
     
    6800 FRANCE AVE S STE 600
     
    MINNEAPOLIS, MN55435

    		$ 15,931


    (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
    EDINA REALTY FOUNDATION
          		Employer identification number

    41-1826980
    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
    EDINA REALTY FOUNDATION
          		Employer identification number

    41-1826980
    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 OtherExpensesSchedule
    Name:
    EDINA REALTY FOUNDATION
    EIN:
    41-1826980
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    DUES AND LICENSING 79     79
    POSTAGE 2,667     2,667
    FUNDRAISING EXPENSES 88,021     88,021
    BANK CHARGES 2,254     2,254
    SUPPLIES 6,184     6,184
    PROMOTIONAL ITEMS 2,309     2,309


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    EDINA REALTY FOUNDATION
    EIN:
    41-1826980
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & OTHER PROFESSIONAL 5,752     5,752