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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2019 , and ending 06-30-2020
Name of foundation
MARSHALL H AND NELLIE ALWORTH
MEMORIAL FUND
Number and street (or P.O. box number if mail is not delivered to street address)306 W SUPERIOR ST SUITE 402
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DULUTH, MN558025017
A Employer identification number

41-0797340
B Telephone number (see instructions)

(218) 722-9366
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$11,014,968J 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) 1,578,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 987 987  
4 Dividends and interest from securities... 210,631 210,631  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 90,399
b Gross sales price for all assets on line 6a 531,768
7 Capital gain net income (from Part IV, line 2)... 90,399
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)....... Click to see attachment 7,305 7,305  
12 Total. Add lines 1 through 11........ 1,887,322 309,322  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,325 9,649   54,676
14 Other employee salaries and wages...... 42,112 6,317   35,795
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 12,561      
b Accounting fees (attach schedule)....... Click to see attachment 7,579 7,579    
c Other professional fees (attach schedule).... Click to see attachment 64,605 64,605    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,202 6,210   6,992
19 Depreciation (attach schedule) and depletion... Click to see attachment 14,030 14,030  
20 Occupancy.............. 14,071 7,036   7,035
21 Travel, conferences, and meetings....... 8,225     8,225
22 Printing and publications.......... 9,323     9,323
23 Other expenses (attach schedule)....... Click to see attachment 43,033 5,099   37,934
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 296,066 120,525   159,980
25 Contributions, gifts, grants paid....... 1,095,000 1,095,000
26 Total expenses and disbursements. Add lines 24 and 25 1,391,066 120,525   1,254,980
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 496,256
b Net investment income (if negative, enter -0-) 188,797
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,417,242 1,439,893 1,439,893
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet534,827
Less: accumulated depreciation (attach schedule) bullet494,408 50,524 Click to see attachment40,419 40,419
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,894,190 Click to see attachment9,506,067 9,506,067
14 Land, buildings, and equipment: basis bullet35,872
Less: accumulated depreciation (attach schedule) bullet20,093 1,089 Click to see attachment15,779 15,779
15 Other assets (describe bullet) Click to see attachment5,073 Click to see attachment12,810 Click to see attachment12,810
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,368,118 11,014,968 11,014,968
Liabilities 17 Accounts payable and accrued expenses.......... 5,571 3,500
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment21,100  
23 Total liabilities (add lines 17 through 22)......... 26,671 3,500
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 10,341,447 11,011,468
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,341,447 11,011,468
30 Total liabilities and net assets/fund balances (see instructions). 10,368,118 11,014,968
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,341,447
2
Enter amount from Part I, line 27a .....................
2
496,256
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
173,765
4
Add lines 1, 2, and 3 ..........................
4
11,011,468
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 29 .
6
11,011,468
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
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 416,371   441,369 -24,998
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       -24,998
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 90,399
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))
2018 1,277,994 7,691,041 0.166167
2017 1,282,618 7,532,997 0.170267
2016 1,258,016 6,755,828 0.186212
2015 1,270,344 5,901,258 0.215267
2014 1,271,307 5,740,318 0.221470
2
Total of line 1, column (d) .....................
2
0.959383
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
0.191877
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
8,802,152
5
Multiply line 4 by line 3......................
5
1,688,931
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,888
7
Add lines 5 and 6........................
7
1,690,819
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,254,980
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 (2019)
Form 990-PF (2019)
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 3,776
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 3,776
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 3,776
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 12,620
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 12,620
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 8,844
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet8,844 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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.ALWORTHSCHOLARSHIP.ORG
    14
    The books are in care ofbulletPATTY SALO DOWNS Telephone no.bullet (218) 722-9366

    Located atbullet402 ALWORTH BUILDINGDULUTHMN ZIP+4bullet55802
    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 2019, 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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).
    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
    PATTY SALO DOWNS EXECUTIVE DI
    30.00     		64,325 0 0
    402 ALWORTH BUILDING
    DULUTH,MN55802
    AMY TRAST PRESIDENT
    1.00     		400 0 0
    402 ALWORTH BUILDING
    DULUTH,MN55802
    PATTY PHILLIPS VICE PRESIDE
    1.00     		400 0 0
    402 ALWORTH BUILDING
    DULUTH,MN55802
    KURT BROOKS TREASURER
    1.00     		400 0 0
    402 ALWORTH BUILDING
    DULUTH,MN55802
    ERIC NORBERG DIRECTOR
    1.00     		400 0 0
    402 ALWORTH BUILDING
    DULUTH,MN55802
    TOM RENIER DIRECTOR
    1.00     		400 0 0
    402 ALWORTH BUILDING
    DULUTH,MN55802
    LONNIE SWARTZ DIRECTOR
    1.00     		200 0 0
    402 ALWORTH BUILDING
    DULUTH,MN55802
    PAM THOMSEN DIRECTOR
    1.00     		400 0 0
    402 ALWORTH BUILDING
    DULUTH,MN55802
    PAT ALTRICHTER DIRECTOR
    1.00     		400 0 0
    402 ALWORTH BUILDING
    DULUTH,MN55802
    NICK ALWORTH CO-TRUSTEE
    1.00     		0 0 0
    402 ALWORTH BUILDING
    DULUTH,MN55802
    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 (2019)
    Form 990-PF (2019)
    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 SCHOLARSHIPS PROGRAM FOR STUDENTS WHO HAVE OUTSTANDING SCHOLASTIC ABILITY AND THE POTENTIAL FOR ACHEIVEMENT IN THE SCIENCES. 1,095,000
    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 (2019)
    Form 990-PF (2019)
    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
    9,204,846
    b
    Average of monthly cash balances.......................
    1b
    941,358
    c
    Fair market value of all other assets (see instructions)................
    1c
    68,428
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,214,632
    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
    10,214,632
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,412,480
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,802,152
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    440,108
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    440,108
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    3,776
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,776
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    436,332
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    436,332
    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
    436,332
    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
    1,254,980
    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
    1,254,980
    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
    1,254,980
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 436,332
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 994,058
    b From 2015...... 979,941
    c From 2016...... 924,210
    d From 2017...... 911,621
    e From 2018...... 918,680
    fTotal of lines 3a through e........ 4,728,510
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,254,980
    a Applied to 2018, 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 2019 distributable amount..... 436,332
    e Remaining amount distributed out of corpus 818,648
    5 Excess distributions carryover applied to 2019.    
    (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 5,547,158
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		994,058
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		4,553,100
    10 Analysis of line 9:
    a Excess from 2015.... 979,941
    b Excess from 2016.... 924,210
    c Excess from 2017.... 911,621
    d Excess from 2018.... 918,680
    e Excess from 2019.... 818,648
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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).)
    NONE
    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.
    NONE
    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:
    PATTY SALO DOWNS
    306 W SUPERIOR ST SUITE 402
    DULUTH,MN55802
    (218) 722-9366
    bThe form in which applications should be submitted and information and materials they should include:
    THE ORGANIZATION HAS A STANDARD APPLICATION FORM WHICH IS LOCATED ON THE WEBSITE AND IS WIDELY DISTRIBUTED TO HIGH SCHOOL COUNSELORS IN THE NORTHERN PORTION OF MINNESOTA. A MEMO TO COUNSELORS IS PROVIDED WHICH OUTLINES INSTRUCTIONS FOR APPROVED FIELDS OF STUDY, TRANSCRIPTS SHOWING GRADE POINT AVERAGE, SIZE OF GRADUATING CLASS AND RANK IN CLASS, AVAILABLE TEST SCORES, A RECOMMENDATION FROM THE SCHOOL, AND BASIC INFORMATION AS TO WHY THERE IS A NEED FOR A GRANT.
    cAny submission deadlines:
    THE SUBMISSION DEADLINE IS JANUARY 15 OF EACH CALENDAR YEAR FOR SUBMISSION OF APPLICATIONS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO STUDENTS FROM NORTHERN MINNESOTA ATTENDING ACCREDITED COLLEGES AND UNIVERSITIES OF THEIR CHOICE WHO ARE MAJORING IN ONE OF THE BASIC SCIENCES OF MEDICINE AND CAN SHOW EVIDENCE OF NEED FOR FINANCIAL ASSISTANCE.
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    ABBY R DANIEL
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ABIGAIL K NIES
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ABRAHAM ALBRECHT
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    ADDISON L KYTE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    ALAN SEBRING
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ALAURA L ANDERSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ALEESHA L SLATTENGREN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ALENA WALLIN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ALEXIS MYHRE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ALEXIS N MCCORT
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ALEXIS PROMERSBERGER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ALLIE N JOHNSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ALLISON L JOHNSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ALYSSA M SMITH
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    AMANDA L FIDELDY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ANDREA J BUNICH
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ANGELA J PARK
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ANGELIQUE JOHNSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ANNA R SCHOPF
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ANNA R HALL
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ANNIE K LINDGREN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ASHLEY M DROTTS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ASHLYNNE B NATTRASS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    AUDREY D KELLAR
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    BEAU D SANFORD
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    BEN I ERICKSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    BENJAMIN TORISEVA
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    BRADEN D POHL
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    BRENDAN B TAKKUNEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    BRIANNA R HIUKKA
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    BRITA MOWERS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    BRYNN M TORGERSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    CADE A HAIBY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    CADE A SINGPIEL
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    CALEB A HESS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    CAMEO I SALZER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    CARLY D MILLER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    CARTER F NORTHEY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    CARTER MARTINSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    CHARLES B DAVIDSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    CHARLES DAMMANN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    CHASE J DUROVEC
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    CLYDE R JENSEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    COLE A DAVIDSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    COLE J MIGGINS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    COLE T BAUMAN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    COLE W STOKKE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DANIELLE E JARVELA
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DANIELLE RYDBERG
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DAVID H ANDERSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DAVID J OLSEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DAWN N SWARTZ
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DAWSON G HUGHES
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DAYELISE M DAVIDSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DEREK TALMAGE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DEVIN M LENZ
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DEVIN M MAKEY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DEVIN P BISSELL
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DING L ZHENG
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    DREW FAUST
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    DUSTIN R BAKER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    EDWARD C HARAPAT
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    EDWARD L SWANSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ELIJAH M UBAN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    ELISSA J RHUBY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ELIZABETH F MOYER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    EMILY J SAUMER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    EMILY L JACKSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    EMILY R WOJTOWICZ
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    EMMA C GREENLEE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    EMMA WAUGH
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ERIC S EARLEY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ERIKA R FOX
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ERIN E GENEREAU
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    GABE G HOLUM
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    GABRIELLA L LOTT
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    GRACE C WALKER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    GRACE E JOHNSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    GRANT A MONTGOMERY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    GRANT PARAJULI
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    GUNNAR B FRAHM
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    HAILEY J ANTTILA
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    HALEY MONTGOMERY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    HANNAH A BAKER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    HANNAH L BAIRD
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    HANNAH L JOHNSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    HARPER R TOWARD
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    HENRI L PARENTEAU
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    HUNTER T MESSNER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ISAAC W STONE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JACK HAUSSNER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JACK W KEARNEY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JACK ZUPETZ
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JACKSON R HOLL
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JACOB L MCCORMICK
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JACOB M SCHIMEK
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JACOB T SCHMIDT
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JACOB W RUGLOSKI
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JADIN G SCHILLER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JADON AULTMAN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JAKE A FONTAINE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 7,500
    JAKE A GIERMANN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JAKE D MOSTAD
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JAMES SIEMS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JARED LESLIE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    JAYLON J HOLMES
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JAZMIN L SUNDERLAND
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JEAN-LUC P GENEREAU
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JENNA T SWENSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JENNIFER E KOENIG
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JENNIFER M FOURNIER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JENSEN P RICE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JESSE J SMREKAR
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JESSICA E STONE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    JILLIAN T EWALD
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JOHN J SWANSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JONATHAN D LANARI
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    JORDAN E BOLOS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JORDAN R SCHWARZ
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JORDYN E THOMAS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JOSEPH HASBARGEN-GLOWACK
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JOSEPH S ROBERTS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    JOSHUA JAMES
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JOSHUA M CERVENKA
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JUDITH T REED
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    JULIANNA M FERNANDEZ
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KADE LAUGEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KAILEE GRAHEK
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KAITLIN B SHARP
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KAITLYN J EROLA
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KARLYN NESSA
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KASSIDY L STEEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KATELYN R EWER-MAHNKE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KATHRYN BRINKERT
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KATHRYN S SANFORD
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KEALY JOHNSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KELSEY KNUTSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KIANNA M DONNELLAN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KIMBERLY L HALL
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KRISTIN L RINGHAND
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KYLE K PETERSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    KYLE P KVITEK
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    LACEY M MASSAR YEPMA
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    LAETITIA FRANK
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    LEVI D PALMER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    LEXI-ANN GOLDEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    LILY M HALL
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    LORI A HUSEBY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    LUKE E HESS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MACKENZIE BRUMMER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MACKENZIE C CHIODI
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MACKENZIE HOFFMANN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MADELENE JOHNSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MADISON CHIODI
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MADISON J ROY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MAGGIE A BROWN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MAHTAHN S JENKINS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MAJA A KUEHNOW
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MALACHY J BRINK
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MARIA C BELL
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MARIAH BODLE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MARIAH E MARTIN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MARIAH N SANDBERG
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MARJORIE B LARSEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MARTINA R SWARTWOOD
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MATTHEW M HINTZ
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MATTHEW R MAJERLE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MAX SALZER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MAYA R MCHUGH
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MCKENZIE B KELLEY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MEGAN A WROOLIE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MEGAN E MALECHA
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 7,500
    MEGAN L GATES
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MICHAEL J LAH
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MICHAEL R BYLANDER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MIKAYLA MELLESMOEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    MYA SHORTER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    NATHANAEL R LOCKWOOD
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    NICKOLAS H PINEO
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    NICOLE C COURTEMANCHE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    NOAH GABLER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    NOAH R SQUIRES
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    NOLAN A WICKSTROM
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    NORA HUBBARD
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    OWEN SEIDL
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    PAUL T CERAR
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    PAYTEN SCHNEBERGER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    PEYTON M LOSS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    QUINN R REAMER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    RACHEL A CHRISTENSEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    RACHEL M FAHEY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    RAIJA L JOHNSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    RAINIE N DORMANEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    RAVYN L GALE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    RICHARD J BAKER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    RILEY J JENKO
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SAMANTHA M HOLLINDAY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SAMANTHA R HUDSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SAMSON J WARD
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SAMUEL F TERWILLIGER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SAMUEL H LUTZ
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SAMUEL L HERVEY
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    SAMUEL R NESHEIM
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SHANE SPANGLER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SHAYLA F LOILAND
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SHELBY E JOHNSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SHELBY L BJERKE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SHELBY R SHORT
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    SOPHIE LENZ
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    STEPHANIE R FINCH
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    STEWART J SAVELA
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    SYDNEY L PRESTON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    TAYA GILMER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    THEODORE CARLSON WEBSTER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    TIMOTHY C JESSEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    TOBEY D HALUPTZOK
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    TORI WARNE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    TYLER A MENDONSA
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    TYLER J MEHRKENS
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    VALERIE M GOODEN
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    VANESSA T BRITTON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 2,500
    WILLIAM B KEUTE
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    WYATT A MILLER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    WYATT B HELGESON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    WYATT J BARBER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ZACHARY A GRENIGER
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    ZACHARY C BENSON
    402 ALWORTH BUILDING
    DULUTH,MN55802     		NONE I EDUCATIONAL SCHOLARSHIP 5,000
    Total .................................bullet 3a 1,095,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 987  
    4 Dividends and interest from securities....     14 210,631  
    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.....     15 7,305  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 90,399  
    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)..   309,322  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    309,322
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


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