Form990-PF
Click to see attachment

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 03-01-2020 , and ending 02-28-2021
Name of foundation
HUGH J ANDERSEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)342 FIFTH AVENUE NORTH SUITE 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BAYPORT, MN550034502
A Employer identification number

41-6020914
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$153,682,238
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,870 2,870  
4 Dividends and interest from securities... 2,354,514 2,354,514  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,123,869
b Gross sales price for all assets on line 6a 6,195,866
7 Capital gain net income (from Part IV, line 2)... 6,123,869
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........ 8,481,253 8,481,253  
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)......... 1,242      
b Accounting fees (attach schedule)....... 3,940     3,940
c Other professional fees (attach schedule).... 618,756 69,286   549,470
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 59,956      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 261     261
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 16,277     16,252
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 700,432 69,286   569,923
25 Contributions, gifts, grants paid....... 5,544,700 5,544,700
26 Total expenses and disbursements. Add lines 24 and 25 6,245,132 69,286   6,114,623
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,236,121
b Net investment income (if negative, enter -0-) 8,411,967
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 2,793,362 4,105,513 4,105,513
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)....... 99,578,758 Click to see attachment138,861,264 138,861,264
c Investments—corporate bonds (attach schedule)....... 10,214,065 Click to see attachment10,715,461 10,715,461
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) 112,586,185 153,682,238 153,682,238
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 23,320,145 25,556,266
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 89,266,040 128,125,972
29 Total net assets or fund balances (see instructions)..... 112,586,185 153,682,238
30 Total liabilities and net assets/fund balances (see instructions). 112,586,185 153,682,238
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
112,586,185
2
Enter amount from Part I, line 27a .....................
2
2,236,121
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
38,859,932
4
Add lines 1, 2, and 3 ..........................
4
153,682,238
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
153,682,238
Form 990-PF (2020)
Form 990-PF (2020)
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 ANDERSEN CORPORATION D 1982-06-11 2021-02-11
b PUBLICLY TRADED SECURITIES LTCGD P    
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 5,908,256   71,997 5,836,259
b 287,610     287,610
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       5,836,259
b       287,610
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 6,123,869
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 116,926
c All other domestic foundations enter 1.39% 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........................... 3 116,926
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- ..... 5 116,926
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 17,400
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 17,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 99,526
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 2021 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SRINC.BIZ/HJA
    14
    The books are in care ofbulletSARAH J ANDERSEN Telephone no.bullet (651) 439-1557

    Located atbullet342 FIFTH AVE NORTH SUITE 200BAYPORTMN ZIP+4bullet550034502
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SARAH J ANDERSEN PRESIDENT
    1.00
    0 0 0
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN550034502
    WILLIAM H RUBENSTEIN SEC/ TREAS
    1.00
    0 0 0
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN550034502
    ELLEN B ANDERSEN VICE PRES
    1.00
    0 0 0
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN550034502
    WILLIAM W RUBENSTEIN DIRECTOR
    1.00
    0 0 0
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN550034502
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    SRI INC ADMINISTRATIVE 555,470
    342 FIFTH AVE NORTH SUITE 200
    BAYPORT,MN550034502
    MERCER INVESTMENTS MANAGEMENT INC INVESTMENT 51,250
    21875 NETWORK PLACE
    CHICAGO,IL606731218
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    127,104,184
    b
    Average of monthly cash balances.......................
    1b
    1,696,948
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    128,801,132
    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
    128,801,132
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,932,017
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    126,869,115
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,343,456
    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
    6,343,456
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    116,926
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    116,926
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,226,530
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    6,226,530
    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
    6,226,530
    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
    6,114,623
    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
    6,114,623
    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
    6,114,623
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 6,226,530
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 4,182
    c From 2017...... 9,951
    d From 2018...... 17,867
    e From 2019...... 72,984
    fTotal of lines 3a through e........ 104,984
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 6,114,623
    a Applied to 2019, 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 2020 distributable amount..... 6,114,623
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 104,984 104,984
    (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  
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    6,923
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    SARAH J ANDERSEN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    HUGH J ANDERSEN FOUNDATION
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN550034502
    (651) 439-1557
    bThe form in which applications should be submitted and information and materials they should include:
    THE ANNUAL REPORT, APPLICATION FORM AND GUIDELINES FURNISHED UPON REQUEST AND AVAILABLE AT WWW.SRINC.BIZ/FOUNDATIONS/HUGH-J-ANDERSEN-FOUNDATION/PUBLI CATIONS/
    cAny submission deadlines:
    MARCH 15, JUNE 15, AUGUST 15, AND NOVEMBER 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE PRIMARY GEOGRAPHIC FOCUS IS THE ST. CROIX VALLEY. THIS AREA INCLUDES WASHINGTON COUNTY IN MINNESOTA AND PIERCE, POLK, AND ST. CROIX COUNTIES IN WISCONSIN. THE SECONDARY GEOGRAPHIC FOCUS IS THE ST. PAUL, MINNESOTA METROPOLITAN AREA.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    180 DEGREES INC
    236 CLIFTON AVENUE S
    MINNEAPOLIS,MN554033466
      PC BRITTANY'S PLACE PROGRAM 20,000
    ABC FOR RURAL HEALTH INC
    1645 60TH ST
    TURTLE LAKE,WI54889
      PC GENERAL OPERATING SUPPORT 20,000
    AIDS RESOURCE CENTER OF WI INC
    820 NORTH PLANKINTON AVE
    MILWAUKEE,WI53213
      PC PRIMARY MEDICAL CARE FOR HIV POS. 12,000
    AIN DAH YUNG (OUR HOME) CENTER
    1089 PORTLAND AVENUE
    ST PAUL,MN55104
      PC GENERAL & SUPPORTIVE HOUSING PROGRAM 32,000
    THE ALIVENESS PROJECT INC
    3808 NICOLLET AVE
    MINNEAPOLIS,MN55409
      PC GENERAL OPERATING SUPPORT 20,000
    AMERY AREA FOOD PANTRY
    230 DERONDA STREET
    PO BOX 64
    AMERY,WI54001
      PC GENERAL OPERATING SUPPORT 5,000
    ANN BANCROFT FOUNDATION
    2356 UNIVERSITY AVE W
    SUITE 404
    ST PAUL,MN55114
      PC GENERAL OPERATING SUPPORT 5,000
    ANN BANCROFT FOUNDATION
    2356 UNIVERSITY AVE W
    SUITE 404
    ST PAUL,MN55114
      PC GENERAL OPERATING SUPPORT 45,000
    ARROWHEAD ECONOMIC OPP AGENCY INC
    702 S 3RD AVE
    VIRGINIA,MN55792
      PC COOK COUNTY FOOD SHELF 10,000
    ARROWHEAD ECONOMIC OPP AGENCY INC
    702 S 3RD AVE
    VIRGINIA,MN55792
      PC COOK COUNTY FOOD SHELF 2,000
    ARTREACH ST CROIX
    224 NORTH 4TH STREET
    STILLWATER,MN55082
      PC GENERAL OPERATING SUPPORT 30,000
    THE ARTS PARTNERSHIP
    345 WASHINGTON STREET
    ST PAUL,MN55102
      PC GENERAL OPERATING SUPPORT 15,000
    ASSISTANCE AND RESOURCE CENTER INC
    PO BOX 223
    RIVER FALLS,WI54022
      PC GENERAL OPERATING SUPPORT 10,000
    AUTISM SOCIETY OF MINNESOTA
    2380 WYCLIFF STREET
    SUITE 102
    ST PAUL,MN55114
      PC CAMP HAND IN HAND AND CAMP DISCOVERY 7,000
    AVENUES FOR HOMELESS YOUTH
    1708 OAK PARK AVENUE N
    MINNEAPOLIS,MN55411
      PC GENERAL OPERATING SUPPORT 19,000
    BASIC NEEDS INC OF SOUTH WASH
    D/B/A STONE SOUP THRIFT SHOP
    950 3RD STREET
    SUITE 101
    ST PAUL PARK,MN55071
      PC GENERAL OPERATING SUPPORT 20,000
    BAYPORT PUBLIC LIBRARY
    582 NORTH 4TH STREET
    BAYPORT,MN55003
      GOV-501(C)1 BUILDING RENOVATIONS 350,000
    BELWIN CONSERVANCY
    1553 STAGECOACH TRAIL S
    AFTON,MN55001
      PC GENERAL OPERATING SUPPORT 17,000
    BIRCH GROVE COMMUNITY SCHOOL
    PO BOX 2383
    TOFTE,MN55615
      PC GENERAL OPERATING SUPPORT 2,500
    BIRCH GROVE COMMUNITY SCHOOL
    PO BOX 2383
    TOFTE,MN55615
      PC GENERAL OPERATING SUPPORT 8,000
    BOYS & GIRLS CLUB OF DUBOIS
    401 CARSON ST
    PO BOX 65
    DUBOIS,WY82513
      PC STEM, LEADERSHIP AND OTHER YOUTH ACA 12,250
    BOYS & GIRLS CLUB OF DUBOIS
    401 CARSON ST
    PO BOX 65
    DUBOIS,WY82513
      PC GENERAL OPERATING SUPPORT 7,500
    BOYS & GIRLS CLUBS OF THE TC
    690 JACKSON STREET
    ST PAUL,MN55103
      PC EAST METRO GENERAL OPERATING SUPPORT 15,000
    BRENNAN CENTER FOR JUSTICE
    ATTN DEVELOPMENT
    120 BROADWAY SUITE 1750
    NEW YORK,NY10271
      PC GENERAL OPERATING SUPPORT 2,125
    BRIDGING INC
    201 WEST 87TH STREET
    BLOOMINGTON,MN554202715
      PC EAST METRO GENERAL OPERATING SUPPORT 18,000
    CAMPHILL VILLAGE MINNESOTA INC
    15136 CELTIC DRIVE
    SAUK CENTRE,MN56378
      PC GENERAL OPERATING SUPPORT 23,000
    CAMPHILL VILLAGE MINNESOTA INC
    15136 CELTIC DRIVE
    SAUK CENTRE,MN56378
      PC EMERGENCY EQUIPMENT 5,000
    CANDID
    32 OLD SLIP 24TH FLOOR
    NEW YORK,NY10005
      PC GENERAL OPERATING SUPPORT 4,000
    CANVAS HEALTH INC
    7066 STILLWATER BLVD N
    OAKDALE,MN55128
      PC GENERAL OPERATING SUPPORT 39,000
    CARPENTER ST CROIX VALLEY NAT CNT
    12805 ST CROIX TRAIL S
    HASTINGS,MN55033
      EOF GENERAL OPERATING SUPPORT 19,000
    CASA DE ESPERANZA
    PO BOX 40115
    ST PAUL,MN55104
      PC GENERAL OPERATING SUPPORT 33,000
    CASA DE ESPERANZA
    PO BOX 40115
    ST PAUL,MN55104
      PC CAPACITY BUILDING AND OUTREACH 30,000
    CASA GUADALUPANA
    507 HALL AVE
    ST PAUL,MN55107
      PC JONATHAN HOUSE PROGRAM 12,000
    CENTER FOR INDEPENDENT LIVING
    2920 SCHNEIDER AVENUE E
    MENOMONIE,WI54751
      PC NEW FREEDOM TRANSPORTATION PROGRAM 25,000
    THE CENTER FOR VICTIMS OF TORTURE
    2356 UNIVERSITY AVENUE W
    ST PAUL,MN55114
      PC GENERAL OPERATING SUPPORT 35,000
    CHARITIES REVIEW COUNCIL OF MN INC
    1915 HIGHWAY 36 W
    SUITE 133
    ROSEVILLE,MN55113
      PC GENERAL OPERATING SUPPORT 17,500
    CHILDREN'S DEFENSE FUND MINNESOTA
    555 PARK STREET
    SUITE 410
    ST PAUL,MN55103
      PC BRIDGE TO BENEFITS 12,000
    CHILDREN'S HOSPITALS AND CLINICS
    5901 LINCOLN DRIVE
    CBC-3-FOUN
    EDINA,MN55436
      PC MIDWEST CHILDREN'S RESOURCE CENTER 35,000
    CHILDREN'S HOSPITALS AND CLINICS
    5901 LINCOLN DRIVE
    CBC-3-FOUN
    EDINA,MN55436
      PC ST. PAUL NEONATAL INTENSIVE CARE UNI 15,000
    CHILDREN'S THEATRE COMPANY
    2400 THIRD AVENUE SOUTH
    MINNEAPOLIS,MN55404
      PC GENERAL OPERATING SUPPORT 24,000
    CHILDREN'S THEATRE COMPANY
    2400 THIRD AVENUE SOUTH
    MINNEAPOLIS,MN55404
      PC AIR PURIFICATION SYSTEM 50,000
    CHRISTIAN CUPBOARD EMERGENCY FOOD
    8264 4TH STREET N
    OAKDALE,MN55128
      PC EXPANSION PROJECT 25,000
    CHRISTIAN CUPBOARD EMERGENCY FOOD
    8264 4TH STREET N
    OAKDALE,MN55128
      PC GENERAL OPERATING SUPPORT 27,000
    CHRISTIAN FOOD CUPBOARD OF HUDSON
    ST PATRICKS CATHOLIC CH
    1500 VINE STREET
    HUDSON,WI54016
      PC GENERAL OPERATING SUPPORT 3,000
    CLARE HOUSING
    929 CENTRAL AVENUE NE
    MINNEAPOLIS,MN55413
      PC GENERAL OPERATING SUPPORT 30,000
    CLIMB THEATRE INC
    6415 CARMEN AVENUE E
    INVER GROVE HEIGHTS,MN550764428
      PC GENERAL OPERATING SUPPORT 15,000
    CLUES
    797 E 7TH ST
    ST PAUL,MN55106
      PC GENERAL OPERATING SUPPORT 16,000
    COLLEGESPRING INC
    1333 BROADWAY
    SUITE 250
    OAKLAND,CA94612
      PC GENERAL OPERATING SUPPORT 7,500
    COMMONBOND COMMUNITIES
    1080 MONTREAL AVENUE
    ST PAUL,MN551162311
      PC GRANADA YOUTH/HEADWATERS HOUSING 26,000
    COMMUNITY REFERRAL AGENCY INC
    PO BOX 365
    MILLTOWN,WI54858
      PC GENERAL OPERATING SUPPORT 21,000
    COMMUNITY THREAD
    2300 ORLEANS STREET WEST
    STILLWATER,MN55082
      PC GENERAL OPERATING SUPPORT AND BAYPOR 75,000
    COMPAS
    475 CLEVELAND AVE
    SUITE 222
    ST PAUL,MN55104
      PC GENERAL OPERATING SUPPORT TO RESPOND 20,000
    COMPAS
    475 CLEVELAND AVE
    SUITE 222
    ST PAUL,MN55104
      PC ST. CROIX VALLEY CREATIVE CLASSROOM 27,000
    COOK COUNTY SCHOOL DISTRICT ISD 166
    101 W 5TH STREET
    GRAND MARAIS,MN55604
      GOV-501(C)1 COOK COUNTY SCHOOL DISTRICT ATHLETIC 2,000
    COURAGE KENNY FOUNDATION
    3915 GOLDEN VALLEY ROAD
    MINNEAPOLIS,MN55422
      PC COURAGE KENNY REHABILITATION INST. 40,000
    DARTS
    1645 MARTHALER LANE
    WEST ST PAUL,MN55118
      PC COTTAGE GROVE AND STILLWATER LOOP 20,000
    DREAM OF WILD HEALTH
    1308 EAST FRANKLIN AVE
    MINNEAPOLIS,MN55404
      PC AMERICAN INDIAN YOUTH ENVIRONMENTAL 15,000
    DUCK SOUP PLAYERS INC
    PO BOX 219
    MARINE ON ST CROIX,MN55047
      PC GENERAL OPERATING SUPPORT 12,000
    DULUTH CHILDREN'S MUSEUM
    115 SOUTH 29TH AVENUE W
    DULUTH,MN55806
      PC GENERAL OPERATING SUPPORT 15,000
    DULUTH CHILDREN'S MUSEUM
    115 SOUTH 29TH AVENUE W
    DULUTH,MN55806
      PC GENERAL OPERATING SUPPORT 5,000
    ELIM LUTHERAN CHURCH
    ELIM SCANDIA MARINE FOOD
    8186 SCANDIA TRAIL NORTH
    FOREST LAKE,MN55025
      NC 2021 OPERATING SUPPORT FOR THE ELIM 2,000
    ELMWOOD FOOD PANTRY INC
    PO BOX 123
    ELMWOOD,WI54740
      NC GENERAL OPERATING SUPPORT 3,000
    EMMA NORTON RESIDENCE
    670 N ROBERT STREET
    ST PAUL,MN55101
      PC EMMA'S PLACE YOUTH SERVICES 15,000
    ESSENTIA HEALTH FOUNDATION
    400 E THIRD ST
    DULUTH,MN55805
      PC RONALD MCDONALD HOUSE NORTHLAND 15,000
    FACE TO FACE HEALTH AND COUNSELING
    1165 ARCADE STREET
    ST PAUL,MN55106
      PC SAFEZONE CENTER FOR HOMELESS YOUTH 21,000
    FAMILY PATHWAYS
    6413 OAK ST
    NORTH BRANCH,MN550565129
      PC 2021 OPERATING SUPPORT ST CROIX FOOD 6,500
    FAMILY PATHWAYS
    6413 OAK ST
    NORTH BRANCH,MN550565129
      PC 2021 OPERATING SUPPORT FREDERIC FOOD 3,500
    FAMILY PATHWAYS
    6413 OAK ST
    NORTH BRANCH,MN550565129
      PC 2021 OPERATING SUPPORT FOREST LAKE 4,000
    FAMILY RESOURCE CENTER ST CROIX
    857 MAIN STREET
    P O BOX 2087
    BALDWIN,WI54002
      PC GENERAL OPERATING SUPPORT 36,000
    FAMILY RESOURCE CENTER ST CROIX
    857 MAIN STREET
    P O BOX 2087
    BALDWIN,WI54002
      PC GENERAL OPERATING SUPPORT 6,000
    FAMILY SERVICES OF WESTCHESTER INC
    2975 WESTCHESTER AVE
    SUITE 401
    PURCHASE,NY10577
      PC GENERAL OPERATING SUPPORT 20,000
    FAMILY SERVICES OF WESTCHESTER INC
    2975 WESTCHESTER AVE
    SUITE 401
    PURCHASE,NY10577
      PC FOSTER CARE BACKPACK PROGRAM 400
    FAMILY SERVICES OF WESTCHESTER INC
    2975 WESTCHESTER AVE
    SUITE 401
    PURCHASE,NY10577
      PC GENERAL OPERATING SUPPORT 20,000
    FAMILY TREE CLINIC
    1619 DAYTON AVENUE SUITE
    ST PAUL,MN55104
      PC GENERAL OPERATING SUPPORT 18,000
    FAMILYMEANS
    1875 NORTHWESTERN AVENUE
    STILLWATER,MN55082
      PC GENERAL OPERATING SUPPORT 73,000
    FAMILYWISE SERVICES
    3036 UNIVERSITY AVENUE SE
    MINNEAPOLIS,MN554143316
      PC MERGER TRANSITION FUND 15,000
    FAMILYWISE SERVICES
    3036 UNIVERSITY AVENUE SE
    MINNEAPOLIS,MN554143316
      PC BRIGHT BEGINNINGS TEEN PARENTING 4,700
    FAMILYWISE SERVICES
    3036 UNIVERSITY AVENUE SE
    MINNEAPOLIS,MN554143316
      PC GENERAL OPERATING SUPPORT 32,000
    FEEDING WESTCHESTER
    200 CLEARBROOK RD
    ELMSFORD,NY10523
      PC GENERAL OPERATING SUPPORT 4,500
    FEEDING WESTCHESTER
    200 CLEARBROOK RD
    ELMSFORD,NY10523
      PC GENERAL OPERATING SUPPORT 7,500
    THE FISTULA FOUNDATION
    1922 THE ALAMEDA
    SUITE 302
    SAN JOSE,CA95126
      PC GENERAL OPERATING SUPPORT 3,375
    FIVE LOAVES FOOD & CLOTHING CENTER
    PO BOX 222
    144 WEST THIRD STREET
    NEW RICHMOND,WI54017
      PC GENERAL OPERATING SUPPORT 10,000
    THE FOOD GROUP MINNESOTA INC
    8501 54TH AVENUE NORTH
    NEW HOPE,MN55428
      PC 24,000 IN GENERAL OPERATING SUPPORT 39,000
    FRANCONIA SCULPTURE PARK
    29836 ST CROIX TRAIL
    FRANCONIA,MN55074
      PC ART AND ECOLOGY EDUCATION INITIATIVE 40,000
    FREE CLINIC OF PIERCE AND ST CROIX
    1687 EAST DIVISION STREET
    PO BOX 745
    RIVER FALLS,WI54022
      PC GENERAL OPERATING SUPPORT 25,000
    FRIENDS IN NEED FOOD SHELF
    PO BOX 6
    COTTAGE GROVE,MN55016
      PC GENERAL OPERATING SUPPORT 21,000
    FRIENDS OF FREEDOM PARK
    200 MONROE STREET
    PRESCOTT,WI54021
      PC EDUCATIONAL AND CAPACITY BUILDING PR 7,500
    GILDA'S CLUB WESTCHESTER
    80 MAPLE AVE
    WHITE PLAINS,NY10601
      PC GENERAL OPERATING SUPPORT 10,000
    GILLETTE CHILDREN'S HOSPITAL FND
    200 UNIVERSITY AVENUE EAS
    ST PAUL,MN55101
      PC GENERAL OPERATING SUPPORT 26,000
    GIRL SCOUTS OF MN & WI LAKES & PINE
    400 SECOND AVENUE SOUTH
    WAITE PARK,MN563871470
      PC GENERAL OPERATING SUPPORT 2,500
    GIRL SCOUTS OF MN & WI LAKES & PINE
    400 SECOND AVENUE SOUTH
    WAITE PARK,MN563871470
      PC GENERAL OPERATING FOR COOK COUNTY 2,000
    GIRL SCOUTS OF MN & WI RIVER VALLEY
    400 SOUTH ROBERT STREET
    ST PAUL,MN55107
      PC GENERAL OPERATING SUPPORT 65,000
    GIRL SCOUTS OF MN & WI RIVER VALLEY
    400 SOUTH ROBERT STREET
    ST PAUL,MN55107
      PC GIRL SCOUTS MOUNTAIN BIKE PROGRAM 7,500
    GREYSTON FOUNDATION INC
    21 PARK AVENUE
    YONKERS,NY10703
      PC GENERAL OPERATING SUPPORT 4,500
    GREYSTON FOUNDATION INC
    21 PARK AVENUE
    YONKERS,NY10703
      PC GENERAL OPERATING SUPPORT 400
    GREYSTON FOUNDATION INC
    21 PARK AVENUE
    YONKERS,NY10703
      PC GENERAL OPERATING SUPPORT 4,500
    GREYSTON FOUNDATION INC
    21 PARK AVENUE
    YONKERS,NY10703
      PC GENERAL OPERATING SUPPORT 9,000
    GUTHRIE THEATER FOUNDATION
    818 2ND STREET SOUTH
    MINNEAPOLIS,MN55415
      PC ST. CROIX VALLEY SCHOOL PARTNERSHIP 15,000
    THE HISTORY THEATRE
    30 EAST 10TH STREET
    ST PAUL,MN55101
      PC GENERAL OPERATING SUPPORT 5,000
    HOME LINE
    8011 34TH AVE S 126
    BLOOMINGTON,MN55425
      PC 2021 GENERAL OPERATING SUPPORT FOR R 18,000
    HOPE HOUSE OF ST CROIX VALLEY
    451 NORTH EVERETT STREET
    STILLWATER,MN55082
      PC GENERAL OPERATING SUPPORT 13,000
    THE HOUSINGLINK
    1400 VAN BUREN ST NE
    SUITE 215
    MINNEAPOLIS,MN55413
      PC GENERAL OPERATING WASHINGTON COUNTY 19,000
    HUDSON AREA BACKPACK PROGRAM INC
    PO BOX 491
    HUDSON,WI54016
      PC GENERAL OPERATING SUPPORT 8,000
    HUDSON HOSPITAL FOUNDATION
    405 STAGELINE ROAD
    HUDSON,WI54016
      PC MENTAL HEALTH TELEMEDICINE PROGRAM 25,000
    HUGO GOOD NEIGHBORS FOOD SHELF
    PO BOX 373
    HUGO,MN55038
      PC GENERAL OPERATING SUPPORT 6,500
    HUNGER PREVENTION COUNCIL OF PIERCE
    PO BOX 201
    ELLSWORTH,WI54011
      PC 2021 OPERATING SUPPORT PIERCE FOOD 9,500
    HUNGER SOLUTIONS
    555 PARK STREET
    SUITE 400
    ST PAUL,MN55103
      PC SNAP OUTREACH PROGRAM 16,000
    ILLUSION THEATER AND SCHOOL
    528 HENNEPIN AVENUE 704
    MINNEAPOLIS,MN554031810
      PC ST. CROIX VALLEY EDUCATION PROGRAMS 18,000
    IMMIGRANT LAW CENTER OF MINNESOTA
    450 NORTH SYNDICATE ST
    SUITE 200
    ST PAUL,MN55104
      PC WASHINGTON COUNTY GENERAL OPERATING 30,000
    INNOCENCE PROJECT
    40 WORTH STREET
    SUITE 701
    NEW YORK,NY10013
      PC GENERAL OPERATING SUPPORT 6,125
    INTERFAITH ACTION GREATER ST PAUL
    1671 SUMMIT AVENUE
    ST PAUL,MN551051884
      PC PROJECT HOME 15,000
    INTERFAITH CAREGIVERS OF POLK CO
    PO BOX 833
    ST CROIX FALLS,WI54024
      PC GENERAL OPERATING SUPPORT 8,500
    INTERNATIONAL RESCUE COMMITTEE INC
    122 EAST 42ND STREET
    SUITE 12
    NEW YORK,NY101681289
      PC GENERAL OPERATING SUPPORT 5,375
    JUNIOR LEAGUE CENTRAL WESTCHESTER
    1039 POST RD
    SCARSDALE,NY10583
      PC WESTCHESTER COUNTY DIAPER BANK 4,000
    JUNIOR LEAGUE CENTRAL WESTCHESTER
    1039 POST RD
    SCARSDALE,NY10583
      PC WESTCHESTER COUNTY DIAPER BANK 200
    KINSHIP OF POLK COUNTY
    PO BOX 68
    BALSAM LAKE,WI54810
      PC GENERAL OPERATING SUPPORT 13,000
    KPFK
    MEMBERSHIP DEPARTMENT
    3729 CAHUENGA BOULEVARD W
    NORTH HOLLYWOOD,CA91604
      PC GENERAL OPERATING SUPPORT 6,125
    KPFK
    MEMBERSHIP DEPARTMENT
    3729 CAHUENGA BOULEVARD W
    NORTH HOLLYWOOD,CA91604
      PC GENERAL OPERATING SUPPORT 7,500
    LAKEVIEW HEALTH FOUNDATION
    927 CHURCHILL STREET WEST
    STILLWATER,MN55082
      PC MENTAL HEALTH TELEMEDICINE PROGRAM 15,000
    LEARNING DISABILITIES ASSOCIATION
    6100 GOLDEN VALLEY ROAD
    GOLDEN VALLEY,MN55422
      PC GENERAL OPERATING SUPPORT 19,000
    LIFELINE FOOD PANTRY
    560 5TH STREET
    PO BOX 86
    CLEAR LAKE,WI54004
      PC GENERAL OPERATING SUPPORT 4,500
    LIFTING UP WESTCHESTER
    35 ORCHARD ST
    WHITE PLAINS,NY10603
      PC GENERAL OPERATING SUPPORT 4,750
    LIFTING UP WESTCHESTER
    35 ORCHARD ST
    WHITE PLAINS,NY10603
      PC GENERAL OPERATING SUPPORT 6,000
    THE LINK
    1210 GLENWOOD AVENUE
    MINNEAPOLIS,MN55405
      PC WASHINGTON CO SUBURBAN HOUSING 10,000
    LITERACY MINNESOTA
    700 RAYMOND AVENUE
    SUITE 180
    ST PAUL,MN55114
      PC GENERAL OPERATING SUPPORT 15,000
    LOAVES AND FISHES TOO
    721 KASOTA AVE SE
    MINNEAPOLIS,MN55414
      PC EAST METRO GENERAL OPERATING SUPPORT 7,500
    LOAVES AND FISHES TOO
    721 KASOTA AVE SE
    MINNEAPOLIS,MN55414
      PC EAST METRO GENERAL OPERATIN SUPPORT 30,000
    LOAVES AND FISHES TOO
    721 KASOTA AVE SE
    MINNEAPOLIS,MN55414
      PC REFRIGERATED FOOD RESCUE TRUCK 8,000
    LOCAL INITIATIVES SUPPORT CORP
    HAMLINE PARK PLAZA
    570 ASBURY ST STE 207
    ST PAUL,MN55104
      PC GENERAL OPERATING SUPPORT 15,000
    LOS ANGELES LGBT CENTER
    1118 N MCCADDEN PLACE
    ATTN DEVELOPMENT
    LOS ANGELES,CA90038
      PC GENERAL OPERATING SUPPORT 7,500
    LUTHERAN SOCIAL SERVICE OF MN
    2485 COMO AVENUE
    ST PAUL,MN55108
      PC SAFE HOUSE EMERGENCY SHELTER TEENS 25,000
    LUTHERAN SOCIAL SERVICE OF MN
    424 WEST SUPERIOR STREET
    SUITE 204
    DULUTH,MN55802
      PC TOGETHER FOR YOUTH PROGRAM 15,000
    LUTHERAN SOCIAL SERVICE OF MN
    424 WEST SUPERIOR STREET
    SUITE 204
    DULUTH,MN55802
      PC TOGETHER FOR YOUTH PROGRAM 2,000
    MARINE MILLS FOLK SCHOOL
    PO BOX 80
    MARINE ON ST CROIX,MN55047
      PC GENERAL OPERATING SUPPORT 7,500
    MATERNAL HELP HOPE FUND
    PO BOX 1270
    SAN JOSE,CA95108
      PC GENERAL OPERATING SUPPORT 2,875
    MEMORIAL SLOAN KETTERING CANCER CNT
    PO BOX 5028
    HAGERSTOWN,MD21741
      PC GENERAL OPERATING SUPPORT 7,500
    MENTAL HEALTH TASK FORCE OF POLK CO
    PO BOX 432
    ST CROIX FALLS,WI54024
      PC EDUCATION AND ENRICHMENT PROGRAMS 25,000
    MERRICK COMMUNITY SERVICES
    1669 ARCADE ST N
    SUITE 4
    ST PAUL,MN55106
      PC GENERAL OPERATING SUPPORT 21,000
    METROPOLITAN INTERFAITH COUNCIL
    463 MARIA AVE
    ST PAUL,MN55106
      PC EAST METRO GENERAL OPERATING SUPPORT 11,000
    MN ASSISTANCE COUNCIL FOR VETERANS
    1000 UNIVERSITY AVE W
    SUITE 10
    ST PAUL,MN55104
      PC GENERAL OPERATING SUPPORT WASH CO 15,000
    MINNESOTA CHILDREN'S MUSEUM
    10 WEST SEVENTH STREET
    ST PAUL,MN55102
      PC MCM RESILIENCY CAMPAIGN 40,000
    MINNESOTA CHILDREN'S MUSEUM
    10 WEST SEVENTH STREET
    ST PAUL,MN55102
      PC GENERAL OPERATING SUPPORT 5,000
    MINNESOTA CHILDREN'S MUSEUM
    10 WEST SEVENTH STREET
    ST PAUL,MN55102
      PC GENERAL OPERATING SUPPORT 28,000
    MINNESOTA COUNCIL OF NONPROFITS
    2314 UNIVERSITY AVENUE W
    SUITE 20
    ST PAUL,MN551141802
      PC GENERAL OPERATING SUPPORT 13,000
    MINNESOTA WOMEN'S CONSORTIUM
    165 WESTERN AVE N
    SUITE 8
    ST PAUL,MN55102
      PC GENERAL OPERATING SUPPORT 14,000
    MIXED BLOOD THEATRE COMPANY
    1501 SOUTH FOURTH STREET
    MINNEAPOLIS,MN55454
      PC GENERAL OPERATING SUPPORT 7,000
    MOMS AND DADS AGAINST METH INC
    336 NORTH WASHINGTON ST
    PO BOX 172
    ST CROIX FALLS,WI54024
      PC BUTTERFLY HOUSE GENERAL OPERATING 5,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS
    1919 UNIVERSITY AVE W
    SUITE 400
    ST PAUL,MN55104
      PC EAST METRO GENERAL OPERATING SUPPORT 15,000
    NEIGHBORHOOD DEVELOPMENT ALLIANCE
    481 WABASHA STREET SOUTH
    ST PAUL,MN55107
      PC HOUSING & FINANCIAL ADVISING PROGRAM 20,000
    NEIGHBORHOOD HOUSE
    179 ROBIE STREET EAST
    ST PAUL,MN551072360
      PC GENERAL OPERATING SUPPORT 23,000
    NEW RICHMOND AREA CENTRE
    425 EAST FIFTH STREET
    NEW RICHMOND,WI54017
      PC YOUTH AND FAMILIES INITIATIVE 10,000
    NORTHWOODS HOMELESS SHELTERS INC
    PO BOX 411
    AMERY,WI54001
      PC GENERAL OPERATING SUPPORT 20,000
    NORWEGIAN FJORD HORSE RESCUE NET
    4246 ROAD 99
    GURLEY,NE69141
      PC GENERAL OPERATING SUPPORT 10,000
    ONE HEARTLAND
    26001 HEINZ ROAD
    WILLOW RIVER,MN55795
      PC ST. CROIX VALLEY GENERAL OPERATING 6,000
    OPEN ACCESS CONNECTIONS
    1821 UNIVERSITY AVENUE
    SUITE N-184
    ST PAUL,MN55104
      PC EAST METRO AND WESTERN WI OUTREACH 10,000
    OPEN ARMS OF MINNESOTA
    2500 BLOOMINGTON AVENUE S
    MINNEAPOLIS,MN55404
      PC GENERAL OPERATING SUPPORT 22,000
    OPERATION HELP
    901 4TH ST SUITE 214
    HUDSON,WI54016
      PC GENERAL OPERATING SUPPORT 24,000
    ORDWAY CENTER FOR PERFORMING ARTS
    345 WASHINGTON STREET
    ST PAUL,MN55102
      PC EDUCATION AND COMMUNITY ENGAGEMENT 31,000
    OUR COMMUNITY KITCHEN
    215 FOURTH STREET NORTH
    STILLWATER,MN55082
      PC GENERAL OPERATING SUPPORT 7,000
    OUR NEIGHBORS' PLACE INC
    PO BOX 274
    RIVER FALLS,WI54022
      PC GENERAL OPERATING SUPPORT 32,000
    OUTFRONT MINNESOTA COMMUNITY SERV
    310 38TH STREET EAST
    SUITE 209
    MINNEAPOLIS,MN55409
      PC GENERAL OPERATING SUPPORT 23,000
    PACER CENTER
    8161 NORMANDALE BOULEVARD
    MINNEAPOLIS,MN554371044
      PC KIDS AGAINST BULLYING & COUNT ME IN 15,000
    PARK SQUARE THEATRE COMPANY
    408 ST PETER STREET
    SUITE 110
    SAINT PAUL,MN551021130
      PC ST. CROIX VALLEY EDUCATION PROGRAMS 20,000
    PARK SQUARE THEATRE COMPANY
    408 ST PETER STREET
    SUITE 110
    SAINT PAUL,MN551021130
      PC GENERAL OPERATING SUPPORT 5,000
    THE PARTNERSHIP PLAN FOR STILLWATER
    1875 SOUTH GREELEY STREET
    STILLWATER,MN55082
      PC 12,000 ART AND LITERATURE ENRICH. 15,000
    THE PARTNERSHIP PLAN FOR STILLWATER
    1875 SOUTH GREELEY STREET
    STILLWATER,MN55082
      PC ROBOTICS PROGRAM AT STILLWATER AREA 7,500
    PENUMBRA THEATRE COMPANY
    270 N KENT STREET
    ST PAUL,MN55102
      PC GENERAL OPERATING SUPPORT 20,000
    PEOPLE INCORPORATED
    3000 AMES CROSSING RD
    SUITE 600
    EAGAN,MN55121
      PC GENERAL OPERATING SUPPORT 16,000
    THE PHIPPS CENTER FOR THE ARTS
    109 LOCUST STREET
    HUDSON,WI540161518
      PC GENERAL OPERATING SUPPORT 38,000
    PLANNED PARENTHOOD OF MN ND AND SD
    671 VANDALIA STREET
    ST PAUL,MN55114
      PC THE WOODBURY HEALTH CENTER 25,000
    PLANNED PARENTHOOD OF MN ND AND SD
    671 VANDALIA STREET
    ST PAUL,MN55114
      PC GENERAL OPERATING SUPPORT 25,000
    PLUM CITY EVANGELICAL FREE CHURCH
    PO BOX 23
    PLUM CITY,WI54761
      PC 2021 GENERAL OPERATING SUPPORT 5,000
    PORTICO HEALTHNET
    1600 UNIVERSITY AVENUE W
    SUITE 211
    ST PAUL,MN55104
      PC GENERAL OPERATING SUPPORT FOR WASH C 15,000
    PRESCOTT AREA FOOD PANTRY
    PO BOX 124
    PRESCOTT,WI54021
      PC GENERAL OPERATING SUPPORT AND COOLER 11,000
    PROJECT FOR PRIDE IN LIVING INC
    1035 EAST FRANKLIN AVENUE
    MINNEAPOLIS,MN554042920
      PC EAST METRO GENERAL OPERATING SUPPORT 30,000
    PROPEL NONPROFITS
    ONE MAIN ST SE
    SUITE 600
    MINNEAPOLIS,MN55414
      PC GENERAL OPERATING & ST CROIX PROJECT 22,000
    THE RAPTOR CENTER
    COLLEGE OF VETERINARY MED
    U OF M FOUNDATION
    ST PAUL,MN551086108
      PC RAPTOR CENTER GIVE TO THE MAX MATCH 5,000
    THE RAPTOR CENTER
    COLLEGE OF VETERINARY MED
    U OF M FOUNDATION
    ST PAUL,MN551086108
      PC RAPTOR CENTER EDUCATION PROGRAMS 30,000
    REACH OUT AND READ MINNESOTA
    3800 AMERICAN BLVD W
    SUITE 1500-8013
    BLOOMINGTON,MN55431
      PC WASHINGTON COUNTY GENERAL OPERATING 8,000
    REACH OUT AND READ INC
    89 SOUTH STREET
    SUITE 201
    BOSTON,MA02111
      PC REACH OUT AND READ WISCONSIN GENERAL 8,000
    REGIONS HOSPITAL FOUNDATION
    640 JACKSON STREET
    MS 11202C
    ST PAUL,MN551012595
      PC HIV/AIDS MEDICATIONS PROGRAM 10,000
    REGIONS HOSPITAL FOUNDATION
    640 JACKSON STREET
    MS 11202C
    ST PAUL,MN551012595
      PC EMERGENCY CENTER EXPANSION PROJECT 50,000
    RIVER FALLS COMMUNITY FOOD PANTRY
    PO BOX 341
    RIVER FALLS,WI54022
      PC NEW FACILITY CAPITAL CAMPAIGN 100,000
    RIVER FALLS COMMUNITY FOOD PANTRY
    PO BOX 341
    RIVER FALLS,WI54022
      PC 2021 GENERAL OPERATING SUPPORT 15,000
    ROBERTS UNITED CHURCH OF CHRIST
    1001 BIRCH DRIVE
    PO BOX 116
    ROBERTS,WI54023
      PC 2021 OPERATING SUPPORT FOOD PANTRY 3,500
    RONALD MCDONALD HOUSE CHARITIES
    818 FULTON STREET SE
    MINNEAPOLIS,MN55414
      PC GENERAL OPERATING SUPPORT 27,000
    RONDO COMMUNITY LAND TRUST
    626 SELBY AVENUE
    ST PAUL,MN55104
      PC GENERAL OPERATING SUPPORT 20,000
    ST CROIX ARTBARN
    1040 OAK RIDGE DRIVE
    PO BOX 37
    OSCEOLA,WI54020
      PC GENERAL OPERATING & YOUTH PROGRAMS 16,000
    ST CROIX FESTIVAL THEATRE
    PO BOX 801
    125 NORTH WASHINGTON ST
    ST CROIX FALLS,WI54024
      PC GENERAL OPERATING SUPPORT 26,000
    ST CROIX VALLEY FOUNDATION
    516 SECOND STREET
    SUITE 214
    HUDSON,WI54016
      PC ST. CROIX VALLEY COVID-19 RESPONSE 150,000
    ST CROIX VALLEY FOUNDATION
    516 SECOND STREET
    SUITE 214
    HUDSON,WI54016
      PC GENERAL OPERATING & VALLEY ARTS 35,000
    ST CROIX VALLEY HABITAT HUMANITY
    749 RYAN DRIVE
    HUDSON,WI54016
      PC GENERAL OPERATING SUPPORT 81,000
    ST CROIX VALLEY RESTORATIVE SERV
    215 NORTH SECOND STREET
    SUITE 108
    RIVER FALLS,WI54022
      PC GENERAL OPERATING SUPPORT 15,000
    ST CROIX VALLEY SART
    1343 NORTH MAIN STREET
    RIVER FALLS,WI54022
      PC GENERAL OPERATING SUPPORT 11,000
    ST JOHN'S LUTHERAN CHURCH
    SPRING VALLEY COMMUNITY F
    PO BOX 135
    SPRING VALLEY,WI54767
      NC 2021 OPERATING SUPPORT FOOD PANTRY 2,500
    ST JUDE OF THE LAKE
    700 MAHTOMEDI AVENUE
    MAHTOMEDI,MN551151698
      PC 2021 MAHTOMEDI FOOD SHELF 4,000
    THE SAINT PAUL FOUNDATION
    101 FIFTH STREET EAST
    SUITE 2400
    SAINT PAUL,MN55101
      PC MN DISASTER RECOVERY FUND FOR RAMSEY 20,000
    THE SAINT PAUL FOUNDATION
    101 FIFTH STREET EAST
    SUITE 2400
    SAINT PAUL,MN55101
      PC COMMUNITY SHARING FUND - WASHINGTON 15,000
    THE SALVATION ARMY CENT TERRITORY
    2445 PRIOR AVENUE
    ST PAUL,MN551132714
      PC BOOTH BROWN HOUSE FOR HOMELESS TEENS 19,000
    THE SALVATION ARMYGRACE PLACE
    505 W 8TH ST
    NEW RICHMOND,WI54017
      PC GRACE PLACE & SERENITY HOME SHELTERS 15,000
    SCIENCE MUSEUM OF MINNESOTA
    120 WEST KELLOGG BLVD
    ST PAUL,MN55102
      PC GENERAL OPERATING SUPPORT 15,000
    SECOND HARVEST HEARTLAND
    7101 WINNETKA AVE N
    BROOKLYN PARK,MN55428
      PC GENERAL OPERATING SUPPORT 38,000
    THE SHARING SHELF
    47 PURDY AVENUE
    PORT CHESTER,NY10573
      PC GENERAL OPERATING SUPPORT 4,800
    THE SHARING SHELF
    47 PURDY AVENUE
    PORT CHESTER,NY10573
      PC GENERAL OPERATING SUPPORT 5,000
    THE SHARING TREE
    PO BOX 1082
    HUDSON,WI54016
      PC GENERAL OPERATING SUPPORT 3,000
    SILVER SOBRIETY INC
    11550 STILLWATER BLVD
    SUITE 103
    LAKE ELMO,MN55042
      PC SCHOLARSHIPS AND GENERAL OPERATING 19,000
    SOLID GROUND
    EAST METRO PLACE
    3521 CENTURY AVENUE NORTH
    WHITE BEAR LAKE,MN551105689
      PC GENERAL OPERATING SUPPORT 54,000
    SOLID GROUND
    EAST METRO PLACE
    3521 CENTURY AVENUE NORTH
    WHITE BEAR LAKE,MN551105689
      PC GENERAL OPERATING SUPPORT 7,000
    SOMERSET COMMUNITY FOOD PANTRY
    PO BOX 297
    SOMERSET,WI54025
      PC GENERAL OPERATING SUPPORT 6,500
    SOMERSET COMMUNITY FOOD PANTRY
    PO BOX 297
    SOMERSET,WI54025
      PC FIGHTING HUNGER, BUILDING HOPE CAP. 75,000
    SOUTHERN MN REGIONAL LEGAL SERVICES
    55 EAST FIFTH STREET
    SUITE 1000
    ST PAUL,MN55101
      PC WASHINGTON COUNTY GENERAL OPERATING 25,000
    SPECIAL OLYMPICS MINNESOTA
    900 2ND AVE S
    SUITE 300
    MINNEAPOLIS,MN55402
      PC ST. CROIX VALLEY LUMBERJACKS 10,000
    SPRINGBOARD FOR THE ARTS
    262 UNIVERSITY AVE W
    ST PAUL,MN55103
      PC ARTISTS EMERGENCY FUND 5,000
    SPRINGBOARD FOR THE ARTS
    262 UNIVERSITY AVE W
    ST PAUL,MN55103
      PC GENERAL OPERATING SUPPORT 20,000
    ST CROIX VALLEY FOOD BANK INC
    1231 INDUSTRIAL ST 400
    HUDSON,WI54016
      PC BUILDING EXPANSION PLANNING 25,000
    ST PAUL & RAMSEY CO DOMESTIC ABUSE
    394 DAYTON AVENUE
    ST PAUL,MN55102
      PC EMPOWERMENT SUPPORT GROUP 12,000
    STEPPINGSTONE THEATRE FOR YOUTH DEV
    55 VICTORIA STREET N
    ST PAUL,MN55104
      PC ST. CROIX VALLEY SCHOOLS THEATRE RES 20,000
    STILLWATER PUBLIC LIBRARY FOUND
    224 THIRD STREET N
    STILLWATER,MN55082
      PC SUMMER EXPLORERS 2021 & LAWN DESIGN 22,000
    SUB-SAHARAN AFRICAN YOUTH & FAMILY
    2395 UNIVERSITY AVE W
    SUITE 200
    ST PAUL,MN55114
      PC WOMEN'S SELF-SUFFICIENCY PROGRAM 7,500
    THERESA LIVING CENTER
    917 E JESSAMINE AVENUE
    ST PAUL,MN55106
      PC GENERAL OPERATING SUPPORT 25,000
    THOMAS IRVINE DODGE FOUNDATION
    365 MARIE AVENUE WEST
    WEST ST PAUL,MN55118
      PC WASHINGTON COUNTY GENERAL OPERATING 9,000
    TRUE FRIENDS
    10509 108TH STREET NW
    ANNANDALE,MN55302
      PC GENERAL OPERATING SUPPORT 15,000
    TUBMAN
    1725 MONASTERY WAY
    MAPLEWOOD,MN55109
      PC GENERAL OPERATING & SAFE JOURNEYS 60,000
    TURNINGPOINT FOR VICTIMS DOMESTIC
    PO BOX 304
    RIVER FALLS,WI54022
      PC GENERAL OPERATING SUPPORT 25,000
    TURTLE LAKE AREA FOOD PANTRY INC
    125 OSTERMAN DR
    PO BOX 471
    TURTLE LAKE,WI54889
      PC CAPITAL CAMPAIGN 5,000
    TWIN CITIES HABITAT FOR HUMANITY
    1954 UNIVERSITY AVENUE W
    ST PAUL,MN55104
      PC MULTIPLYING THE IMPACT CAMPAIGN 10,000
    TWIN CITIES HABITAT FOR HUMANITY
    1954 UNIVERSITY AVENUE W
    ST PAUL,MN55104
      PC WOMEN BUILD 2021 70,000
    TWO RIVERS COMMUNITY LAND TRUST
    PO BOX 25451
    WOODBURY,MN55125
      PC GENERAL OPERATING & CAPITAL SUPPORT 37,000
    UNITED HOSPITAL FOUNDATION
    333 N SMITH AVENUE
    SUITE 4650
    SAINT PAUL,MN55102
      PC MENTAL HEALTH AND ADDICTION CAMPAIGN 50,000
    UNITED NEGRO COLLEGE FUND INC
    1201 MARQUETTE AVENUE
    SUITE 300
    MINNEAPOLIS,MN55403
      PC GENERAL OPERATING SUPPORT MN & WI 21,000
    UNITED WAY ST CROIX VALLEY
    201 SECOND STREET S
    SUITE 300
    HUDSON,WI54016
      PC JOHN COUGHLIN FOOD AND RESOURCE CENT 7,500
    UNITED WAY ST CROIX VALLEY
    201 SECOND STREET S
    SUITE 300
    HUDSON,WI54016
      PC FIGHTING HUNGER AND 211 FIRST CALL 22,000
    VALLEY OUTREACH
    1911 CURVE CREST BLVD W
    STILLWATER,MN55082
      PC GENERAL OPERATING SUPPORT 7,000
    VALLEY OUTREACH
    1911 CURVE CREST BLVD W
    STILLWATER,MN55082
      PC GENERAL OPERATING SUPPORT 60,000
    VIOLENCE PREVENTION CENTER
    21 WEST SECOND STREET
    PO BOX 134
    GRAND MARAIS,MN55604
      PC GENERAL OPERATING SUPPORT 3,000
    WASHINGTON CO HISTORICAL SOCIETY
    602 NORTH MAIN ST
    PO BOX 167
    STILLWATER,MN55082
      PC GENERAL OPERATING SUPPORT 15,000
    WASHINGTON CO HISTORICAL SOCIETY
    602 NORTH MAIN ST
    PO BOX 167
    STILLWATER,MN55082
      PC WASHINGTON COUNTY HERITAGE CENTER 30,000
    WEST CENTRAL WI COMMUNITY ACTION
    525 SECOND STREET
    PO BOX 308
    GLENWOOD CITY,WI54013
      PC GENERAL OPERATING & LITERACY PROGRAM 77,000
    WEST CENTRAL WI COMMUNITY ACTION
    525 SECOND STREET
    PO BOX 308
    GLENWOOD CITY,WI54013
      PC 2021 OPERATING SUPPORT FOOD PANTRY 2,500
    WESTFIELDS HOSPITAL FOUNDATION INC
    535 HOSPITAL RD
    NEW RICHMOND,WI54017
      PC BEHAVIORAL HEALTH & ADDICTION RECOV 35,000
    WHITE BEAR AREA EMERGENCY FOOD SHEL
    1884 WHITAKER ST
    WHITE BEAR LAKE,MN55110
      PC GENERAL OPERATING SUPPORT 4,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY N
    ST PAUL,MN55104
      PC CAMPAIGN FOR FAMILIES 75,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY N
    ST PAUL,MN55104
      PC CAMPAIGN FOR FAMILIES 75,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY N
    ST PAUL,MN55104
      PC JACKSON STREET VILLAGE PROGRAM 35,000
    WILDERNESS INQUIRY INC
    808 14TH AVENUE SE
    MINNEAPOLIS,MN55414
      PC CANOEMOBILE & GENERAL OPERATING 26,000
    WILDLIFE REHABILITATION CENTER MN
    2530 DALE STREET
    ROSEVILLE,MN55113
      PC GENERAL OPERATING SUPPORT 7,500
    WOMEN'S ADVOCATES INC
    PO BOX 4039
    ST PAUL,MN55104
      PC GENERAL OPERATING SUPPORT 15,000
    WOMEN'S FOUNDATION OF MINNESOTA
    105 FIFTH AVENUE S
    SUITE 300
    MINNEAPOLIS,MN55401
      PC GIRLSBEST PROGRAM 50,000
    WOMEN'S FOUNDATION OF MINNESOTA
    105 FIFTH AVENUE S
    SUITE 300
    MINNEAPOLIS,MN55401
      PC MN HOLISTIC BLACK-LED MOVEMENT FUND 100,000
    WOMEN'S FOUNDATION OF MINNESOTA
    105 FIFTH AVENUE S
    SUITE 300
    MINNEAPOLIS,MN55401
      PC COMMUNITY RESPONSE FUND WOMEN/GIRLS 100,000
    WOMENVENTURE
    2021 E HENNEPIN AVE
    SUITE 200
    MINNEAPOLIS,MN55413
      PC GENERAL OPERATING SUPPORT 30,000
    YMCA OF THE GREATER TWIN CITIES
    651 NICOLLET MALL
    SUITE 500
    MINNEAPOLIS,MN55402
      PC FINANCIAL AID/SCHOLARSHIPS FOR CAMP 30,000
    YMCA OF THE GREATER TWIN CITIES
    651 NICOLLET MALL
    SUITE 500
    MINNEAPOLIS,MN55402
      PC GENERAL OPERATING SUPPORT 20,000
    YOUNG LIFE ST CROIX VALLEY
    1151 PARKWOOD LANE
    STILLWATER,MN55082
      PC YOUNG LIVES TEEN PARENTING PROGRAM 6,000
    YOUTH SERVICE BUREAU INC
    6120 OREN AVE N 12
    STILLWATER,MN55082
      PC GENERAL OPERATING SUPPORT 53,000
    YOUTHLINK
    41 NORTH 12TH STREET
    MINNEAPOLIS,MN55403
      PC GENERAL OPERATING SUPPORT 20,000
    YWCA OF ST PAUL
    375 SELBY AVENUE
    ST PAUL,MN551021822
      PC TRANSITIONAL HOUSING PROGRAM 25,000
    ZION LUTHERAN CHURCH
    221 NORTH LOCKWOOD STREET
    PO BOX 125
    WOODVILLE,WI54028
      PC 2021 OPERATING SUPPORT FOOD PANTRY 1,200
    Total .................................bullet 3a 5,544,700
    bApproved for future payment
    AUTISM SOCIETY OF MINNESOTA
    2380 WYCLIFF STREET
    SUITE 102
    ST PAUL,MN55114
      PC CAMP HAND IN HAND AND CAMP DISCOVERY 14,000
    TWIN CITIES HABITAT FOR HUMANITY
    1954 UNIVERSITY AVENUE W
    ST PAUL,MN55104
      PC MULTIPLYING THE IMPACT CAMPAIGN 110,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY N
    ST PAUL,MN55104
      PC CAMPAIGN FOR FAMILIES 75,000
    Total .................................bullet 3b 199,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2,870  
    4 Dividends and interest from securities....     14 2,354,514  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 6,123,869  
    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)..   8,481,253  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,481,253
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DAVID J BROWN, LLC 3,725     3,725
    FOLEY KALSEIM & CO, LTD 215     215

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PIMCO MOD DURATION BOND FUND 7,999,584 7,999,584
    BLACKROCK STRATEGIC INCOME OPPS 2,715,877 2,715,877

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ANDERSEN CORPORATION 118,719,449 118,719,449
    FMI COMMON STOCK FD INSTL CL 2,874,323 2,874,323
    HOOD RIVER SMALL CAP GROWTH FUND 4,688,593 4,688,593
    CAUSEWAY INTERNATIONAL VALUE FUND 2,817,071 2,817,071
    VANGUARD INSTITUTIONAL INDEX FUND 6,171,740 6,171,740
    WILLIAM BLAIR INT GROWTH FD CL R6 3,590,088 3,590,088

    TY 2020 LegalFeesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FAEGRE BAKER DANIELS, LLP 1,242      


    TY 2020 OtherExpensesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    DUES & SUBSCRIPTIONS 15,650     15,650
    MINNESOTA FILING FEE 25      
    POSTAGE 393     393
    SUPPLIES 209     209


    TY 2020 OtherIncreasesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Description Amount
    CHANGE IN UNREALIZED GAIN/LOSS 38,859,932


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SRI FEES - GRANTMAKING 548,470     548,470
    SRI FEES - INVESTMENTS 6,000 6,000    
    FOUNDATION COMMITTEE 1,000     1,000
    FIRST STATE BANK AND TRUST 12,036 12,036    
    MERCER INVESTMENT MANAGEMENT FEE 51,250 51,250    


    TY 2020 TaxesSchedule
    Name:
    HUGH J ANDERSEN FOUNDATION
    EIN:
    41-6020914
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON NET INVEST INC. 59,956