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 12-01-2019 , and ending 11-30-2020
Name of foundation
ANDERSEN CORPORATE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)342 FIFTH AVENUE NORTH NO 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BAYPORT, MN55003
A Employer identification number

41-6020912
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$49,521,709J 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) 400,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,419 2,419  
4 Dividends and interest from securities... 504,368 504,368  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,821,617
b Gross sales price for all assets on line 6a 51,950,070
7 Capital gain net income (from Part IV, line 2)... 9,821,617
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 869,018 852,542  
12 Total. Add lines 1 through 11........ 11,597,422 11,180,946  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 54,987 27,494   27,493
c Other professional fees (attach schedule).... Click to see attachment 296,090 130,490   165,600
17 Interest............... 7,739 7,739   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 89,149 58,173   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 50 0   50
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,937 0   5,937
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 453,952 223,896   199,080
25 Contributions, gifts, grants paid....... 2,357,500 2,357,500
26 Total expenses and disbursements. Add lines 24 and 25 2,811,452 223,896   2,556,580
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,785,970
b Net investment income (if negative, enter -0-) 10,957,050
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............. 53,615 43,391 43,391
2 Savings and temporary cash investments......... 132,913 7,611,821 7,611,821
3 Accounts receivable bullet91,332
Less: allowance for doubtful accounts bullet     91,332 91,332
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 48,536,612 Click to see attachment41,775,165 41,775,165
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) 48,723,140 49,521,709 49,521,709
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 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........... 48,723,140 49,521,709
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)..... 48,723,140 49,521,709
30 Total liabilities and net assets/fund balances (see instructions). 48,723,140 49,521,709
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
48,723,140
2
Enter amount from Part I, line 27a .....................
2
8,785,970
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
57,509,110
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,987,401
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
49,521,709
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 INTL ACTIVE NL COMMON TRUST FUND P 2020-11-30 2020-11-30
b S&P 500 INDEX FUND P 2020-11-30 2020-11-30
c GMO STRATEGIC OPPORTUNITIES ALOC P 2020-11-30 2020-11-30
d GMO MULTI-STRATEGY FUND P 2020-11-30 2020-11-30
e WELLINGTON CTF OPPORTUNISTIC PORTFOLIO P 2020-11-30 2020-11-30
RIIFL MULTI ASSET CORE PLUS P 2020-11-30 2020-11-30
PIMCO P 2020-11-30 2020-11-30
PERMAL P 2020-11-30 2020-11-30
BLACKROCK P 2020-11-30 2020-11-30
RIIFL CORE BOND FUND P 2020-11-30 2020-11-30
SECURITY LITIGATION SETTLEMENT PROCEEDS P 2020-11-30 2020-11-30
FLOW THROUGH -INTL ACTIVE NL COMMON TRUST FUND P 2020-11-30 2020-11-30
FLOW THROUGH S&P 500 INDEX FUND P 2020-11-30 2020-11-30
FLOW THROUGH WELLINGTON CTF OPPORTUNISIC PORTFOLIO P 2020-11-30 2020-11-30
(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 3,682,042   3,384,521 297,521
b 13,010,218   8,519,943 4,490,275
c 5,809,725   4,778,691 1,031,034
d 2,243,310   1,641,318 601,992
e 7,367,384   6,806,229 561,155
518,083   501,255 16,828
5,831,761   5,581,201 250,560
6,225,112   6,378,291 -153,179
4,565,700   4,032,888 532,812
91,928   91,491 437
1,543     1,543
    412,625 -412,625
1,117,567     1,117,567
1,485,697     1,485,697
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       297,521
b       4,490,275
c       1,031,034
d       601,992
e       561,155
      16,828
      250,560
      -153,179
      532,812
      437
      1,543
      -412,625
      1,117,567
      1,485,697
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 9,821,617
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 2,286,790 47,510,204 0.048133
2017 2,424,525 49,517,767 0.048963
2016 2,370,996 48,482,622 0.048904
2015 2,279,432 45,066,226 0.050580
2014 2,260,955 47,418,040 0.047681
2
Total of line 1, column (d) .....................
2
0.244261
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
0.048852
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
46,278,575
5
Multiply line 4 by line 3......................
5
2,260,801
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
109,571
7
Add lines 5 and 6........................
7
2,370,372
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,556,580
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 1 109,571
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 109,571
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 109,571
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 30,976
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 110,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 140,976
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 31,405
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet31,405 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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 addressbulletHTTPS://WWW.ANDERSENWINDOWS.COM/ABOUT/COMMUNITY/
    14
    The books are in care ofbulletCHRIS GALVIN Telephone no.bullet (651) 264-5242

    Located atbullet100 FOURTH AVENUE NORTHBAYPORTMN ZIP+4bullet55003
    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
     
    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 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). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KAREN RICHARD PRESIDENT
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    ELIZA CHLEBECK VP/SECRETARY
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    CHRIS GALVIN TREASURER
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    PHIL DONALDSON DIRECTOR
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    JAY LUND DIRECTOR
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    JEANNE JUNKER DIRECTOR
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    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 0
    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
    SRI INC GRANT CONSULTING/ ACCOUNTING 189,600
    WHITE PINE BLDG 342 5TH AVE N STE
    200
    BAYPORT,MN55003
    GRANTHAM MAYO VAN OTTERLOO & CO LLC INVESTMENT FEES 50,217
    40 ROWES WHARF
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    7,823,729
    b
    Average of monthly cash balances.......................
    1b
    1,641,482
    c
    Fair market value of all other assets (see instructions)................
    1c
    37,518,114
    d
    Total (add lines 1a, b, and c).........................
    1d
    46,983,325
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    46,983,325
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    704,750
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    46,278,575
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,313,929
    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
    2,313,929
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    109,571
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    109,571
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,204,358
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,204,358
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,204,358
    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
    2,556,580
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    2,556,580
    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
    109,571
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,447,009
    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 2,204,358
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 2,194,165
    b Total for prior years:2017, 2016, 2015 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 2,556,580
    a Applied to 2018, but not more than line 2a 2,194,165
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 362,415
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		1,841,943
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    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).)
    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:
    ANNA BOSAK
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN55003
    (651) 264-6037
    ACF@ANDERSENCORP.COM
    bThe form in which applications should be submitted and information and materials they should include:
    GUIDELINES AND FOCUS AREAS AT HTTPS://WWW.ANDERSENWINDOWS.COM/ABOUT/COMMUNITY/ APPLICATIONS ACCEPTED ON-LINE ONLY.
    cAny submission deadlines:
    PLEASE CHECK HTTPS://WWW.ANDERSENWINDOWS.COM/ABOUT/COMMUNITY FOR FUTURE SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GUIDELINES AND FOCUS AREAS AT HTTPS://WWW.ANDERSENWINDOWS.COM/ABOUT/COMMUNITY/
    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
    THE ARC OF MINNESOTA
    2446 UNIVERSITY AVE W STE 110
    ST PAUL,MN55114     		  PC HOUSING ACCESS PROGRAM WASHINGTON COUNTY 4,000
    GREATER DES MOINES HABITAT FOR HUMANITY
    2200 E EUCLID AVE
    DES MOINES,IA50317     		  PC GDM 2020 AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES 25,000
    PRESBYTERIAN HOMES FOUNDATION
    2845 HAMLINE AVENUE NORTH
    ROSEVILLE,MN55113     		  PC NORRIS SQUARE PHASE II CARE CENTER 33,000
    ST CROIX VALLEY HABITAT FOR HUMANITY
    PO BOX 70
    HAMMOND,WI54015     		  EOF HOME REHABILITATION & CONSTRUCTION PROJECTS 30,000
    THE SAINT PAUL FOUNDATION
    101 FIFTH STREET EAST SUITE 2400
    SAINT PAUL,MN55101     		  PC THE HEADING HOME MN FUNDERS COLLABORATIVE COVID-19 RESPONSE FUND 100,000
    SOLID GROUND
    3521 CENTURY AVENUE NORTH
    WHITE BEAR LAKE,MN55110     		  PC GENERAL OPERATING SUPPORT 13,000
    TWO RIVERS COMMUNITY LAND TRUST
    PO BOX 25451
    WOODBURY,MN55125     		  PC GENERAL OPERATING SUPPORT AND HOUSING DEVELOPMENT FUNDS 20,000
    WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC
    525 SECOND STREET
    GLENWOOD CITY,WI54013     		  PC HOMELESS PREVENTION PROGRAM FOR POLK, ST. CROIX, AND DUNN COUNTIES 13,000
    ORDWAY CENTER FOR THE PERFORMING ARTS
    345 WASHINGTON STREET
    SAINT PAUL,MN55102     		  PC GENERAL OPERATING SUPPORT 10,000
    THE PHIPPS CENTER FOR THE ARTS
    109 LOCUST STREET
    HUDSON,WI54016     		  PC GENERAL OPERATING SUPPORT 12,000
    AMERICAN RED CROSS MINNESOTA REGION
    1201 WEST RIVER PARKWAY
    MINNEAPOLIS,MN55454     		  PC $50,000 IOWA STORM RELIEF SUPPORT AND $50,000 HURRICANE 100,000
    LAKE STREET COUNCIL
    PO BOX 7091
    MINNEAPOLIS,MN55407     		  PC WE LOVE LAKE STREET RECOVERY FUND 40,000
    THE MINNEAPOLIS FOUNDATION
    80 SOUTH EIGHTH STREET
    MINNEAPOLIS,MN55402     		  PC NORTHSIDE FUNDERS 30,000
    ST PAUL CHAMBER OF COMMERCE FOUNDATION
    401 N ROBERT ST SUITE 150
    ST PAUL,MN55101     		  PC WE LOVE MIDWAY FUND 30,000
    BOY SCOUTS OF AMERICA NORTHERN STAR COUNCIL
    6202 BLOOMINGTON ROAD
    FORT SNELLING,MN55111     		  PC GENERAL OPERATING SUPPORT 50,000
    BOYS & GIRLS CLUBS OF GREATER CHIPPEWA VALLEY INC
    615 24TH AVE W
    MENOMONIE,WI54751     		  PC GENERAL OPERATING SUPPORT FOR MENOMONIE PROGRAM 2,500
    CARPENTER ST CROIX VALLEY NATURE CENTER
    12805 ST CROIX TRAIL
    HASTINGS,MN55033     		  EOF GENERAL OPERATING SUPPORT 16,000
    CONSERVATION CORPS MINNESOTA
    60 PLATO BLVD E SUITE 210
    SAINT PAUL,MN55107     		  PC SUMMER YOUTH CORPS - SCV 6,000
    FOUNDATION FOR BAYPORT PUBLIC LIBRARY
    582 NORTH FOURTH STREET
    BAYPORT,MN55003     		  PC GENERAL OPERATING SUPPORT FOR BAYPORT PUBLIC LIBRARY 28,000
    GENESYS WORKS - TWIN CITIES
    445 MINNESOTA ST SUITE 720
    ST PAUL,MN55101     		  PC COLLEGE AND CAREER SUCCESS PROGRAM 15,000
    GIRL SCOUTS OF EASTERN IOWA AND WESTERN ILLINOIS INC
    2644 PENNSYLVANIA AVENUE
    DUBUQUE,IA52001     		  PC STEM EDUCATION FOR DUBUQUE AREA GIRL SCOUTS 5,000
    GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS
    400 SOUTH ROBERT STREET
    ST PAUL,MN55107     		  PC GENERAL OPERATING SUPPORT ($25,000) STEM ($25,000) 50,000
    GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES
    4222 OAKWOOD HILLS PARKWAY
    EAU CLAIRE,WI54701     		  PC STEM PROGRAMMING 4,000
    IOWA JOBS FOR AMERICA'S GRADUATES
    1111 9TH ST STE 268
    DES MOINES,IA50314     		  PC IJAG DES MOINES 5,000
    IOWA STATE UNIVERSITY FOUNDATION
    2156 GILMAN HALL 2415 OSBORN DR
    AMES,IA50011     		  PC SCIENCE BOUND 10,000
    JUNIOR ACHIEVEMENT OF WISCONSIN INC - NORTHWEST DISTRICT
    2004 HIGHLAND AVE SUITE 2C
    EAU CLAIRE,WI54701     		  PC GENERAL OPERATING SUPPORT 3,500
    JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST INC
    1745 UNIVERSITY AVENUE WEST
    ST PAUL,MN55104     		  PC JAMES R. AND PATRICIA HEMAK EXPERIENTIAL LEARNING CENTER 25,000
    MINNESOTA CHILDREN'S MUSEUM
    10 WEST SEVENTH STREET
    ST PAUL,MN55102     		  PC 21ST CENTURY INNOVATION FOCUSED EDUCATION 20,000
    MINNESOTA HISTORICAL SOCIETY
    345 KELLOGG BOULEVARD WEST
    ST PAUL,MN55102     		  PC EDUCATION PROGRAMMING 15,000
    DUBUQUE COUNTY HISTORICAL SOCIETY
    350 EAST 3RD STREET
    DUBUQUE,IA52001     		  PC STEM EDUCATION 10,000
    PAGE COUNTY PUBLIC SCHOOLS
    735 WEST MAIN ST
    LURAY,VA22835     		  GOV PAGE COUNTY TECHNICAL CENTER 6,000
    THE SAINT PAUL FOUNDATION
    101 FIFTH STREET EAST SUITE 2400
    SAINT PAUL,MN55101     		  PC THE PARTNERSHIP FOR A CONNECTEDMN 100,000
    SCIENCE MUSEUM OF MINNESOTA
    120 WEST KELLOGG BOULEVARD
    ST PAUL,MN55102     		  PC KAYSC 20TH ANNIVERSARY GIFT 50,000
    SCIENCE MUSEUM OF MINNESOTA
    120 WEST KELLOGG BOULEVARD
    ST PAUL,MN55102     		  PC KITTY ANDERSEN YOUTH SCIENCE CENTER 60,000
    WASHINGTON COUNTY HISTORICAL SOCIETY
    PO BOX 167
    STILLWATER,MN55082     		  PC GENERAL OPERATING SUPPORT 6,000
    YELLOWSTONE FOREVER
    PO BOX 117
    YELLOWSTONE NATIONAL P,WY82190     		  PC YELLOWSTONE YOUTH CAMPUS 100,000
    YMCA OF THE GREATER TWIN CITIES
    651 NICOLLET MALL SUITE 500
    MINNEAPOLIS,MN55402     		  PC YMCA CAMP AND BRANCH PROGRAMS FOR ST. CROIX VALLEY AND EAST METRO AREAS 50,000
    YMCA OF THE GREATER TWIN CITIES
    651 NICOLLET MALL SUITE 500
    MINNEAPOLIS,MN55402     		  PC THE NORTH STAR INTIATIVE 100,000
    YOUTH SERVICE BUREAU INC
    6120 OREN AVE N
    STILLWATER,MN55082     		  PC GENERAL OPERATING SUPPORT 7,500
    CANVAS HEALTH
    7066 STILLWATER BOULEVARD N
    OAKDALE,MN55128     		  PC GENERAL OPERATING SUPPORT 25,000
    CHILDREN'S DENTAL SERVICES
    636 BROADWAY STREET NE
    MINNEAPOLIS,MN55413     		  PC GENERAL OPERATING SUPPORT-WASHINGTON COUNTY 17,000
    CHIPPEWA VALLEY FREE CLINIC
    1030 OAK RIDGE DRIVE
    EAU CLAIRE,WI54701     		  PC GENERAL OPERATING SUPPORT 6,500
    COURAGE KENNY FOUNDATION
    3915 GOLDEN VALLEY ROAD
    GOLDEN VALLEY,MN55422     		  PC COURAGE KENNY ST. CROIX OPERATING SUPPORT 45,000
    FREE CLINIC OF PIERCE AND ST CROIX COUNTIES INC
    1687 EAST DIVISION STREET
    RIVER FALLS,WI54022     		  PC GENERAL OPERATING SUPPORT 7,000
    LAKEVIEW HEALTH FOUNDATION
    927 CHURCHILL STREET WEST
    STILLWATER,MN55082     		  PC PARISH NURSING ($17K) ALICE ANDERSON SCHOLARSHIPS ($15K) 32,000
    PAGE COUNTY SHERIFF'S OFFICE
    108 S COURT STREET
    LURAY,VA22835     		  GOV CRIME PREVENTION PROGRAM 5,000
    REGIONS HOSPITAL FOUNDATION
    640 JACKSON STREET
    ST PAUL,MN55101     		  PC MAKE IT OK IN THE ST. CROIX VALLEY 30,000
    REGIONS HOSPITAL FOUNDATION
    640 JACKSON STREET
    ST PAUL,MN55101     		  PC INTENSIVE RESIDENTIAL TREATMENT SERVICES 25,000
    REGIONS HOSPITAL FOUNDATION
    640 JACKSON STREET
    ST PAUL,MN55101     		  PC HEALTHPARTNERS TELEMEDICINE PROGRAM 100,000
    RIVER VALLEY RIDERS
    8362 TAMARACK VILLAGE
    WOODBURY,MN55125     		  PC CAPITAL EXPENDITURES IN HONOR OF ANDERSEN CORPORATE 5,000
    SIGHT & HEARING ASSOCIATION
    1430 CONCORDIA AVE 40009
    ST PAUL,MN55104     		  PC VISION AND HEARING PROGRAM FOR WASHINGTON COUNTY 7,500
    THE ARC OF DUNN COUNTY INC
    1502 9TH ST E
    MENOMONIE,WI54751     		  PC GENERAL OPERATING SUPPORT 2,500
    AURORA INTERCHURCH TASK FORCE INC
    1553 CLINTON ST
    AURORA,CO80013     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    AURORA INTERCHURCH TASK FORCE INC
    1553 CLINTON ST
    AURORA,CO80013     		  PC GENERAL OPERATING SUPPORT 4,000
    BASIC NEEDS INC OF SOUTH WASHINGTON COUNTY
    950 3RD STREET SUITE 101
    ST PAUL PARK,MN55071     		  PC GENERAL OPERATING SUPPORT 10,000
    BIDWELL RIVERSIDE CENTER
    1203 HARTFORD AVE
    DES MOINES,IA50315     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    BIDWELL RIVERSIDE CENTER
    1203 HARTFORD AVE
    DES MOINES,IA50315     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    BOLTON REFUGE HOUSE INC
    807 S FARWELL STREET
    EAU CLAIRE,WI54702     		  PC GENERAL OPERATING SUPPORT 3,500
    BREAD OF LIFE RESCUE MISSION
    PO BOX 458
    OCEANSIDE,CA92049     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    BREAD OF LIFE RESCUE MISSION
    PO BOX 458
    OCEANSIDE,CA92049     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    THE BRIDGE TO HOPE INC
    PO BOX 700
    MENOMONIE,WI54751     		  PC GENERAL OPERATING SUPPORT 3,500
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    CATHOLIC CHARITIES OF THE DIOCESE OF ST CLOUD
    911 18TH ST N
    ST CLOUD,MN56302     		  PC CATHOLIC CHARITIES EMERGENCY SERVICES 4,000
    CATHOLIC CHARITIES OF THE DIOCESE OF ST CLOUD
    911 18TH ST N
    ST CLOUD,MN56302     		  PC CATHOLIC CHARITIES EMERGENCY SERVICES 4,000
    CHILDREN AND FAMILIES OF IOWA
    1111 UNIVERSITY AVENUE
    DES MOINES,IA50314     		  PC TEENS IN TRANSITION 10,000
    CITIZENS FOR CITIZENS INC
    264 GRIFFIN ST
    FALL RIVER,MA02724     		  PC GRIFFIN STREET FOOD PANTRY 4,000
    CITIZENS FOR CITIZENS INC
    264 GRIFFIN ST
    FALL RIVER,MA02724     		  PC GRIFFIN STREET FOOD PANTRY 4,000
    COMMUNITY ACTION COUNCIL OF HOWARD COUNTY
    9820 PATUXENT WOODS DR
    COLUMBIA,MD21046     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    COMMUNITY ACTION COUNCIL OF HOWARD COUNTY
    9820 PATUXENT WOODS DR
    COLUMBIA,MD21046     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    COMMUNITY THREAD
    2300 ORLEANS STREET WEST
    STILLWATER,MN55082     		  PC GENERAL OPERATING SUPPORT AND THE BAYPORT SENIOR CENTER 31,000
    CLUES
    797 EAST SEVENTH STREET
    ST PAUL,MN55106     		  PC GENERAL OPERATING SUPPORT 12,000
    COUNCIL ON DOMESTIC VIOLENCE FOR PAGE COUNTY INC
    216 WEST MAIN STREET
    LURAY,VA22835     		  PC GENERAL OPERATING SUPPORT 7,000
    DUBUQUE FOOD PANTRY
    1598 JACKSON STREET
    DUBUQUE,IA52004     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    DUBUQUE FOOD PANTRY
    1598 JACKSON STREET
    DUBUQUE,IA52004     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    DURIDE
    2728 ASHBURY ROAD SUITE 330
    DUBUQUE,IA52001     		  PC GENERAL OPERATING SUPPORT 5,500
    FACING HUNGER FOOD BANK
    1327 7TH AVE
    HUNTINGTON,WV25701     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    FACING HUNGER FOOD BANK
    1327 7TH AVE
    HUNTINGTON,WV25701     		  PC GENERAL OPERATING SUPPORT 4,000
    FAIRVIEW FOUNDATION
    1690 UNIVERSITY AVE SUITE 250
    ST PAUL,MN55104     		  PC FEEDING THE FRONTLINE MN FUND 12,500
    FAMILY PATHWAYS
    6413 OAK STREET
    NORTH BRANCH,MN55056     		  PC COVID-19 FOODSHELF SUPPORT FOR NORTH WASHINGTON AND POLK COUNTIES 4,000
    FAMILY PATHWAYS
    6413 OAK STREET
    NORTH BRANCH,MN55056     		  PC UNSOLICITED FOODSHELF SUPPORT FOR NORTH WASHINGTON AND POLK COUNTIES 4,000
    FAMILYMEANS
    1875 NORTHWESTERN AVENUE SOUTH
    STILLWATER,MN55082     		  PC GENERAL OPERATING SUPPORT 45,000
    FAMILYMEANS
    1875 NORTHWESTERN AVENUE SOUTH
    STILLWATER,MN55082     		  PC MARKETING CAMPAIGN 20,000
    FOOD BANK OF IOWA
    PO BOX 1517
    DES MOINES,IA50305     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    FOOD BANK OF IOWA
    PO BOX 1517
    DES MOINES,IA50305     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    FRIENDS OF GLOBAL MARKET INC
    920 E LAKE ST OFFICE G-10
    MINNEAPOLIS,MN55407     		  PC MEALS FOR MEDICS 12,500
    GLEANERS COMMUNITY FOOD BANK
    2131 BEAUFAIT ST
    DETROIT,MI48207     		  PC COVID-19 FOOD SHELF SUPPORT 4,500
    GLEANERS COMMUNITY FOOD BANK
    2131 BEAUFAIT ST
    DETROIT,MI48207     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,500
    GREATER CLEVELAND FOOD BANK
    15500 S WATERLOO RD
    CLEVELAND,OH44110     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    GREATER CLEVELAND FOOD BANK
    15500 S WATERLOO RD
    CLEVELAND,OH44110     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    GREATER TWIN CITIES UNITED WAY
    404 S 8TH ST
    MINNEAPOLIS,MN55404     		  PC COVID-19 RESPONSE & RECOVERY FUND 100,000
    GREENLIGHT FUND INC
    120 SAINT JAMES AVE 6TH FLOOR
    BOSTON,MA02116     		  PC GREENLIGHT TWIN CITIES 50,000
    HOPE GOSPEL MISSION INC
    PO BOX 1127
    EAU CLAIRE,WI54702     		  PC GENERAL OPERATING SUPPORT 4,000
    HOPE GOSPEL MISSION INC
    PO BOX 1127
    EAU CLAIRE,WI54702     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    HOPE GOSPEL MISSION INC
    PO BOX 1127
    EAU CLAIRE,WI54702     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    HOPE MINISTRIES
    PO BOX 862
    DES MOINES,IA50304     		  PC MEALS FOR HOPE 10,000
    INTERFAITH CAREGIVERS OF POLK COUNTY INC
    PO BOX 833
    ST CROIX FALLS,WI54024     		  PC GENERAL OPERATING SUPPORT 5,000
    LIFEWORKS SERVICES INC
    2965 LONE OAK DRIVE
    EAGAN,MN55121     		  PC GENERAL OPERATING SUPPORT FOR WASHINGTON COUNTY 5,000
    MERRICK INC
    3210 LABORE ROAD
    VADNAIS HEIGHTS,MN55110     		  PC MEMORY CARE PROGRAM 10,000
    METRO FAMILY MINISTRIES INC
    PO BOX 462431
    GARLAND,TX75046     		  PC COVID-19 FOOD SHELF SUPPORT 5,000
    METRO FAMILY MINISTRIES INC
    PO BOX 462431
    GARLAND,TX75046     		  PC UNSOLICITED FOOD SHELF SUPPORT 5,000
    MIDWEST FOOD BANK
    725 E BASELINE RD
    GILBERT,AZ85233     		  PC UNSOLICITED FOOD SHELF SUPPORT 5,000
    MIDWEST FOOD BANK
    725 E BASELINE RD
    GILBERT,AZ85233     		  PC COVID-19 FOOD SHELF SUPPORT 5,000
    MOISSON LAURENTIDES
    25 RUE ROLLAND-BRIERE
    BLAINVILLE,QUEBECJ7C 5R8
    CA     		  NC UNSOLICITED FOOD SHELF SUPPORT 4,000
    MOISSON LAURENTIDES
    25 RUE ROLLAND-BRIERE
    BLAINVILLE,QUEBECJ7C 5R8
    CA     		  NC COVID-19 FOOD SHELF SUPPORT 4,000
    NEIGHBORHOOD HOUSE
    179 ROBIE STREET EAST
    ST PAUL,MN55107     		  PC GENERAL OPERATING SUPPORT 15,000
    NORTHFIELD TOWNSHIP FOOD PANTRY
    2550 WAUKEGAN RD SUITE 100
    GLENVIEW,IL60025     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    NORTHFIELD TOWNSHIP FOOD PANTRY
    2550 WAUKEGAN RD SUITE 100
    GLENVIEW,IL60025     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    PAGE ONE OF PAGE COUNTY INC
    42 WEST MAIN STREET
    LURAY,VA22835     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    PAGE ONE OF PAGE COUNTY INC
    42 WEST MAIN STREET
    LURAY,VA22835     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    PAGE ONE OF PAGE COUNTY INC
    42 WEST MAIN STREET
    LURAY,VA22835     		  PC GENERAL OPERATING SUPPORT 17,000
    PROJECT SHARE OF CARLISLE
    5 N ORANGE ST SUITE 4
    CARLISLE,PA17013     		  PC GENERAL OPERATING SUPPORT 4,000
    PROJECT SHARE OF CARLISLE
    5 N ORANGE ST SUITE 4
    CARLISLE,PA17013     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    THE REACH FOUNDATION
    2205 HEIMSTEAD ROAD
    EAU CLAIRE,WI54703     		  SO I VETERANS SUPPORTED EMPLOYMENT PROGRAM 3,500
    SACRAMENTO FOOD BANK & FAMILY SERVICES
    3333 THIRD AVE
    SACRAMENTO,CA95817     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    SACRAMENTO FOOD BANK & FAMILY SERVICES
    3333 THIRD AVE
    SACRAMENTO,CA95817     		  PC GENERAL OPERATING SUPPORT 4,000
    ST CROIX VALLEY FOUNDATION
    516 SECOND STREET SUITE 214
    HUDSON,WI54016     		  PC COVID-19 RESPONSE FUND FOR THE ST. CROIX VALLEY 50,000
    THE SALVATION ARMY USA SOUTHERN TERRITORY
    PO BOX 36006
    DALLAS,TX75235     		  PC UNSOLICITED SUPPORT FOR GARLAND, TX FOOD SHELF PROGRAMS 5,000
    THE SALVATION ARMY USA SOUTHERN TERRITORY
    PO BOX 36006
    DALLAS,TX75235     		  PC COVID-19 SUPPORT FOR GARLAND, TX FOOD SHELF PROGRAMS 5,000
    SECOND HARVEST FOOD BANK OF ORANGE COUNTY
    8014 MARINE WAY
    IRVINE,CA92618     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    SECOND HARVEST FOOD BANK OF ORANGE COUNTY
    8014 MARINE WAY
    IRVINE,CA92618     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    SECOND HARVEST HEARTLAND
    1140 GERVAIS AVENUE
    ST PAUL,MN55109     		  PC GENERAL OPERATING SUPPORT 10,000
    SHENANDOAH AREA AGENCY ON AGING INC
    207 MOSBY LANE
    FRONT ROYAL,VA22630     		  PC GENERAL OPERATING SUPPORT 15,000
    SHEN-PACO INDUSTRIES INC
    34 STONEY BROOK LANE
    LURAY,VA22835     		  PC GENERAL OPERATING SUPPORT 5,000
    SOUTHWEST OPPORTUNITIES CENTER
    1600 INDUSTRIAL PARK ROAD
    LANCASTER,WI53813     		  PC WORK SERVICE PROGRAM 2,000
    ST MARY'S FOOD BANK
    2831 N 31ST AVE
    PHOENIX,AZ85009     		  PC COVID-19 FOOD SHELF SUPPORT 5,000
    ST MARY'S FOOD BANK
    2831 N 31ST AVE
    PHOENIX,AZ85009     		  PC UNSOLICITED FOOD SHELF SUPPORT 5,000
    ST VINCENT DE PAUL BARABOO
    PO BOX 233
    BARABOO,WI53913     		  PC BARABOO FOOD PANTRY 4,000
    ST VINCENT DE PAUL BARABOO
    PO BOX 233
    BARABOO,WI53913     		  PC UNSOLICITED BARABOO FOOD PANTRY SUPPORT 4,000
    STEPPING STONES OF DUNN COUNTY
    1602 STOUT ROAD
    MENOMONIE,WI54751     		  PC GENERAL OPERATING SUPPORT 11,500
    TUBMAN
    1725 MONASTERY WAY
    MAPLEWOOD,MN55109     		  PC GENERAL OPERATING SUPPORT 12,000
    TURNINGPOINT FOR VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE INC
    PO BOX 304
    RIVER FALLS,WI54022     		  PC GENERAL OPERATING SUPPORT 8,000
    VALLEY OUTREACH
    1911 CURVE CREST BOULEVARD WEST
    STILLWATER,MN55082     		  PC GENERAL OPERATING SUPPORT 15,000
    VOLUNTEERS OF AMERICA OHIO & INDIANA
    8225 BRECKSVILLE RD UNIT 206
    CLEVELAND,OH44141     		  PC COVID-19 AURORA FOOD PANTRY SUPPORT 4,000
    VOLUNTEERS OF AMERICA OHIO & INDIANA
    8225 BRECKSVILLE RD UNIT 206
    CLEVELAND,OH44141     		  PC UNSOLICITED AURORA FOOD PANTRY SUPPORT 4,000
    WESLEY COMMUNITY SERVICES INC
    5508 NW 88TH STREET
    JOHNSTON,IA50131     		  SO III MEALS ON WHEELS 5,000
    WESTMORELAND COUNTY FOOD BANK
    100 DEVONSHIRE DR
    DELMONT,PA15626     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    WESTMORELAND COUNTY FOOD BANK
    100 DEVONSHIRE DR
    DELMONT,PA15626     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY NORTH
    ST PAUL,MN55104     		  PC SENIOR SERVICES 20,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY NORTH
    ST PAUL,MN55104     		  PC CAMPAIGN FOR FAMILIES 50,000
    WOMEN'S RURAL RESOURCE CENTRE
    145 BEECH ST
    STRATHROY,ONTARION7G 1K9
    CA     		  NC COVID-19 FOOD SHELF SUPPORT 4,000
    WOMEN'S RURAL RESOURCE CENTRE
    145 BEECH ST
    STRATHROY,ONTARION7G 1K9
    CA     		  NC UNSOLICITED FOOD SHELF SUPPORT 4,000
    WORCESTER COUNTY FOOD BANK
    474 BOSTON TURNPIKE
    SHREWSBURY,MA01545     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,000
    WORCESTER COUNTY FOOD BANK
    474 BOSTON TURNPIKE
    SHREWSBURY,MA01545     		  PC COVID-19 FOOD SHELF SUPPORT 4,000
    WORLD HARVEST CHARITIES AND FAMILY SERVICES
    3100 VENICE BLVD
    LOS ANGELES,CA90019     		  PC COVID-19 FOOD SHELF SUPPORT 4,500
    WORLD HARVEST CHARITIES AND FAMILY SERVICES
    3100 VENICE BLVD
    LOS ANGELES,CA90019     		  PC UNSOLICITED FOOD SHELF SUPPORT 4,500
    Total .................................bullet 3a 2,357,500
    bApproved for future payment
    Total .................................bullet 3b 0
    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 2,419  
    4 Dividends and interest from securities....     14 504,368  
    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 9,821,617  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aWELLINGTON K-1     		    14 178,456  
    bSSGA S&P 500 K-1     14 396,564  
    cSSGA INTL ACTIVE NL K-1     14 277,522  
    dFEDERAL EXCISE TAX REFUND     01 16,476  
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 11,197,422 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,197,422
    (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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    Special Condition Description