Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
BCheck if applicable:
CName of organization
DULUTH-SUPERIOR AREA COMMUNITY
FOUNDATION
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
324 W SUPERIOR STREET NO 700
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DULUTH, MN55802
D Employer identification number

41-1429402
E Telephone number

G Gross receipts $ 28,806,858
F Name and address of principal officer:
SHAUN FLOERKE
324 W SUPERIOR STREET NO 700
DULUTH,MN55802
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.DSACOMMUNITYFOUNDATION.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1982
M State of legal domicile: MN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE DULUTH SUPERIOR AREA COMMUNITY FOUNDATION PROMOTES PRIVATE GIVING FOR THE PUBLIC GOOD.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 14
6 Total number of volunteers (estimate if necessary) ............. 6 176
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,900,012 3,551,535
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,960,619 2,054,170
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,500 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 5,862,131 5,605,705
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,480,482 2,812,030
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 901,328 936,096
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet140,803    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 522,564 462,508
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,904,374 4,210,634
19 Revenue less expenses. Subtract line 18 from line 12....... 1,957,757 1,395,071
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 82,887,562 93,106,016
21 Total liabilities (Part X, line 26)............. 5,804,227 6,364,812
22 Net assets or fund balances. Subtract line 21 from line 20..... 77,083,335 86,741,204
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2020)
Form 990 (2020)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE DULUTH SUPERIOR AREA COMMUNITY FOUNDATION PROMOTES PRIVATE GIVING FOR THE PUBLIC GOOD.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 3,440,038 including grants of $ 2,812,030 ) (Revenue $ 0 )
IN 2020 THE COMMUNITY FOUNDATION AWARDED $2,431,566 IN GRANTS AND $380,464 IN SCHOLARSHIPS. TOTAL GRANTS AWARDED (EXCLUDING INTERFUND GRANTS) FOR ALL PROGRAM AREAS WAS $2,812,030 COMPRISED OF: 18.7% UNRESTRICTED FUNDS, 8.2% DESIGNATED, 35.7% FIELD OF INTEREST, 11.8% ORGANIZATIONAL ENDOWMENTS, 13.4% SCHOLARSHIPS AND 12.2% DONOR ADVISED. THE LARGEST PROGRAM AREA SUPPORTED WAS HUMAN SERVICES WITH 39.6% OF GRANT FUNDS, FOLLOWED BY 14% IN EDUCATION, 13.4% IN SCHOLARSHIPS, 13% IN COMMUNITY ECONOMIC DEVELOPMENT, 11.7% IN ARTS, 6.9% IN ENVIRONMENT, AND 1.5% OTHER.IN 2020 THE COMMUNITY FOUNDATION AWARDED $328,464 IN SCHOLARSHIPS FROM ENDOWED FUNDS AND $52,000 FROM 9 TEMPORARY SCHOLARSHIP FUNDS THAT THE FOUNDATION PROVIDES SCHOLARSHIP SERVICES FOR. IN ADDITION, THE FOUNDATION PROVIDED ADMINISTRATIVE SERVICES FOR TWO AFFILIATED SCHOLARSHIPS TOTALING $354,800 WHERE ALL OF THE FUNDS ARE HELD BY A LOCAL BANK.
4b (Code:   ) (Expenses $ 299,174 including grants of $ 0 ) (Revenue $ 0 )
IN 2020, DSACF COLLABORATED WITH MANY PARTNERS TO RESPOND TO COMMUNITY NEEDS WHICH WERE EXACERBATED THROUGH THE COVID PANDEMIC AND ELEVATED THROUGH THE UPRISINGS FOLLOWING THE MURDER OF GEORGE FLOYD. DSACF PARTNERED WITH SEVERAL OTHER LOCAL FUNDING ORGANIZATIONS TO DISTRIBUTE GRANTS TO MEET THESE COMMUNITY NEEDS. DSACF UTILIZED ITS WORK OVER THE PAST FEW YEARS DEVELOPING READY NORTH, A LOCAL DISASTER RESILIENCE-BUILDING NETWORK, TO ADDRESS GAPS IN AWARENESS OF SERVICES AND SUPPORT MENTAL-WELLBEING, KEY AREAS OF NEED IDENTIFIED BY MULTIPLE PARTNERS DURING SURGES OF THE PANDEMIC. THE SPEAK YOUR PEACE: THE CIVILITY PROJECT INITIATIVE OF DSACF PROVIDED MULTIPLE VIRTUAL COMMUNITY GATHERING OPPORTUNITIES TO INCREASE UNDERSTANDING WITH FRONT-LINE SERVICE WORKERS (E.G., TEACHERS, FIREFIGHTERS, POLICE, DOCTORS, ETC.) AND YOUNG ADULTS OF MARGINALIZED IDENTITIES. GRANT AND SCHOLARSHIP FUNDING CONTINUED TO SUPPORT THE OPPORTUNITY RISING INITIATIVE. THE PURPOSE OF OPPORTUNITY RISING IS TO BRING TOGETHER PEOPLE FROM ALL BACKGROUNDS, INCOMES, ETHNICITIES, BELIEFS AND NEIGHBORHOODS TO FORGE A PATH TO REAL AND MEANINGFUL EQUAL OPPORTUNITIES FOR EVERY CHILD IN DULUTH AND SUPERIOR. THE ATTRACT AND RETAIN YOUNG ADULTS INITIATIVE CONTINUED ITS MISSION OF INCREASING QUALITY OF LIFE AND CIVIC ENGAGEMENT OF YOUNG ADULTS IN THE TWIN PORTS OF DULUTH AND SUPERIOR THROUGH GRANTMAKING. THIS PROGRAMMING IS IN ADDITION TO DSACF'S ON-GOING GRANT AND SCHOLARSHIP ACTIVITY.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet3,739,212
Form 990 (2020)
Form 990 (2020)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
6
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2020)
Form 990 (2020)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
14
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2020)
Form 990 (2020)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
12
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
12
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MN , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMICHELE M WALLERSTEIN324 W SUPERIOR STREET NO 700   DULUTH,MN55802 (218) 726-0232
Form 990 (2020)
Form 990 (2020)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) HOLLY SAMPSON......................................................................
PRESIDENT - THRU JUNE
 40.00
.................
  		    X       132,686 0 19,561
(2) MICHELLE WALLERSTEIN......................................................................
FINANCE DIRECTOR
 40.00
.................
  		    X       81,603 0 16,919
(3) DAVID MONTGOMERY......................................................................
TREASURER, INTERIM PRESIDENT
 1.00
.................
  		X   X       91,640 0 0
(4) DAVID KROPID......................................................................
CHAIR
 1.00
.................
  		X   X       0 0 0
(5) BETHANY OWEN......................................................................
SECRETARY, VICE CHAIR
 1.00
.................
  		X   X       0 0 0
(6) BRENDA BRANNAN......................................................................
INTERIM TREASURER
 1.00
.................
  		X   X       0 0 0
(7) KERSTYN HENDRICKS......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(8) KORESH LAKHAN......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(9) DANIEL LEW......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(10) WENDY MEIERHOFF-ALDRICH......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(11) NELS OJARD......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(12) BHUPESH PATTNI......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(13) JOSCELYN SKANDEL......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(14) SANDRA WRIGHT......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0






Form 990 (2020)
Form 990 (2020)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 305,929 0 36,480
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 3,551,535
g Noncash contributions included in lines 1a - 1f:$ 1g 92,562
h Total. Add lines 1a-1f.......MediumBullet 3,551,535
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,686,056     1,686,056
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   23,569,267 7a
b Less: cost or other basis and sales expenses   23,201,153 7b
c Gain or (loss)   368,114 7c
d Net gain or (loss).........MediumBullet 368,114     368,114
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 5,605,705 0 0 2,054,170
Form 990 (2020)
Form 990 (2020)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 2,457,230 2,457,230
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 354,800 354,800
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 243,022 157,908 55,865 29,249
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 543,571 357,318 120,266 65,987
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 30,413 17,937 9,066 3,410
9 Other employee benefits ....... 59,287 34,966 17,673 6,648
10 Payroll taxes ........... 59,803 39,280 13,263 7,260
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 8,482 6,312 1,903 267
c Accounting ........... 18,800 13,991 4,218 591
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 42,963   42,963  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 104,072 77,449 23,351 3,272
12 Advertising and promotion .... 16,956 16,956    
13 Office expenses ....... 12,938 9,953 1,465 1,520
14 Information technology ...... 5,835 1,734 2,776 1,325
15 Royalties ..        
16 Occupancy ........... 37,527 23,633 9,075 4,819
17 Travel ............ 1,148 790 358  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 1,152 1,057   95
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 41,172 24,902 10,637 5,633
23 Insurance ... 3,388 2,083 853 452
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a EQUIPMENT 67,731 51,317 10,324 6,090
b PRINTING 48,459 46,399 0 2,060
c PUBLIC EDUCATION MEETIN 11,675 11,478 141 56
d DUES AND SUBSCRIPTIONS 8,120 5,713 1,596 811
e All other expenses 32,090 26,006 4,826 1,258
25 Total functional expenses. Add lines 1 through 24e 4,210,634 3,739,212 330,619 140,803
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2020)
Form 990 (2020)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 1,269,217 2 1,384,135
3 Pledges and grants receivable, net ...... 1,410,752 3 1,355,105
4 Accounts receivable, net .............   4 50
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ......   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 569,075
b Less: accumulated depreciation 10b 270,731 322,923 10c 298,344
11 Investments—publicly traded securities . 79,841,871 11 90,025,583
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 42,799 15 42,799
16 Total assets. Add lines 1 through 15 (must equal line 33)... 82,887,562 16 93,106,016
Liabilities 17 Accounts payable and accrued expenses ..... 511,165 17 451,994
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .. 210,804 24 196,785
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 5,082,258 25 5,716,033
26 Total liabilities. Add lines 17 through 25.. 5,804,227 26 6,364,812
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 21,384,394 27 24,495,532
28 Net assets with donor restrictions ........... 55,698,941 28 62,245,672
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 77,083,335 32 86,741,204
33 Total liabilities and net assets/fund balances ........ 82,887,562 33 93,106,016
Form 990 (2020)
Form 990 (2020)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
5,605,705
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
4,210,634
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,395,071
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
77,083,335
5
Net unrealized gains (losses) on investments ...............
5
8,858,183
6
Donated services and use of facilities .................
6
18,671
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-614,056
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
86,741,204
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2020)
Form 990 (2020)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
DULUTH-SUPERIOR AREA COMMUNITY
FOUNDATION
Employer identification number

41-1429402
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 2,478,625 2,962,773 5,333,906 3,900,012 3,551,535 18,226,851
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 2,478,625 2,962,773 5,333,906 3,900,012 3,551,535 18,226,851
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 4,987,588
6 Public support. Subtract line 5 from line 4. 13,239,263
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
7 Amounts from line 4.. 2,478,625 2,962,773 5,333,906 3,900,012 3,551,535 18,226,851
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,253,078 1,557,151 1,931,249 1,934,934 1,686,056 8,362,468
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 26,589,319
12
12
18,683
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
49.790 %
15
15
52.640 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in 11a above?
11b
 
 
c
A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2020 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2020 		(iii)
Distributable
Amount for 2020
1 Distributable amount for 2020 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2020:
a From 2015.......  
b From 2016.......  
c From 2017.......  
d From 2018.......  
e From 2019.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2020 distributable amount  
i Carryover from 2015 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2020 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2020 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2020, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2020. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2021. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2016.....  
b Excess from 2017.....  
c Excess from 2018.....  
d Excess from 2019.....  
e Excess from 2020.....  
Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2020


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Name of the organization
DULUTH-SUPERIOR AREA COMMUNITY
FOUNDATION
Employer identification number

41-1429402
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
Name of organization
DULUTH-SUPERIOR AREA COMMUNITY
FOUNDATION 		Employer identification number
41-1429402
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page 3
Name of organization
DULUTH-SUPERIOR AREA COMMUNITY
FOUNDATION 		Employer identification number

41-1429402
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page 4
Name of organization
DULUTH-SUPERIOR AREA COMMUNITY
FOUNDATION 		Employer identification number

41-1429402
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
DULUTH-SUPERIOR AREA COMMUNITY
FOUNDATION
Employer identification number

41-1429402
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 34 5
2 Aggregate value of contributions to (during year) 221,887 3,241
3 Aggregate value of grants from (during year) 526,589 19,000
4 Aggregate value at end of year ........ 10,787,600 959,753
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 76,490,672 63,593,744 66,497,234 56,382,845 54,262,764
b Contributions ... 2,726,303 3,266,071 4,761,999 2,380,507 1,650,478
c Net investment earnings, gains, and losses 10,227,858 12,832,735 -4,575,363 10,757,594 3,464,063
d Grants or scholarships ... 2,269,157 2,918,590 2,042,643 2,012,243 2,055,761
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses .... 1,029,189 283,288 1,047,483 1,011,469 938,699
g End of year balance ...... 86,146,487 76,490,672 63,593,744 66,497,234 56,382,845
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet28.435 %
b
Permanent endowment SchDMd Bullet5.058 %
c
Term endowment SchDMd Bullet66.510 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .......................
3a(i)
 
No
(ii) Related organizations .......................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   275,804 33,869 241,935
d Equipment ....   293,271 236,862 56,409
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 298,344
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 5,716,033
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 13,646,558
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 8,858,183
b Donated services and use of facilities ......... 2b 18,671
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -793,038
e Add lines 2a through 2d ..................... 2e 8,083,816
3 Subtract line 2e from line 1.................. 3 5,562,742
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 42,963
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 42,963
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 5,605,705
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 3,988,689
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 3,988,689
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 42,963
b Other (Describe in Part XIII.) ............ 4b 178,982
c Add lines 4a and 4b..................... 4c 221,945
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 4,210,634
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE INTENDED USES FOR ALL ENDOWED FUNDS ARE STRICTLY AS SET BY THE FUND AGREEMENT OF EACH FUND.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -11,088. REFUND OF PRIOR YEAR GRANTS 19,372. CHANGE IN VALUE OF AGENCY ENDOWMENT FUND -801,322.
PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS MADE FROM AGENCY ENDOWMENTS NET OF REFUNDS 178,982.
Schedule D (Form 990) 2020


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
DULUTH-SUPERIOR AREA COMMUNITY
FOUNDATION
Employer identification number
41-1429402
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ADVOCATES FOR FAMILY PEACE
1611 NW 4TH STREET
GRAND RAPIDS,MN55744 		41-1377489 501(C)(3) 6,000       INTERVENTION PROGRAM FOR MEN AND FATHERS
(2) AGE WELL ARROWHEAD INC
306 W SUPERIOR STREET SUITE 10
DULUTH,MN55802 		46-5092311 501(C)(3) 5,000       SENIOR NUTRITION SUPPORT
(3) ALLIANCE FOR SUSTAINABILITY
PO BOX 141
ASHLAND,WI54806 		39-1815727 501(C)(3) 5,000       RESOURCE REUSE STORE COVID-19 SUPPORT
(4) AMERICAN INDIAN COMMUNITY HOUSING ORGANIZATION
202 W SECOND STREET
DULUTH,MN55802 		41-1782394 501(C)(3) 15,000       AICHO COVID-19 RESPONSE
(5) ANIMAL ALLIES HUMANE SOCIETY
4006 AIRPORT ROAD
DULUTH,MN55811 		41-0917362 501(C)(3) 32,828       PROGRAM SUPPORT, PROVIDING MOBILE PET MICROCHIP CLINICS, BRINGING PETS AND PEOPLE TOGETHER IN THESE UNCERTAIN TIMES
(6) ARROWHEAD ECONOMIC OPPORTUNITY AGENCY
702 3RD AVENUE SOUTH
VIRGINIA,MN55792 		41-6052144 501(C)(3) 32,000       COVID-19 FOOD RESPONSE, ASSIST INDIVIDUALS IN CRITICAL NEED
(7) BAD RIVER BAND OF LAKE SUPERIOR TRIBE OF CHIPPEWA INDIANS
PO BOX 39
ODANAH,WI54861 		39-1178897 170(C)(1) 30,000       BAD RIVER MANOOMIN PROJECTY, BAD RIVER TRIBE'S ENVIRONMENTAL EDUCATION PROJECT
(8) BAYFIELD COUNTY
117 EAST 5TH STREET
WASHBURN,WI54891 		39-6005670 501(C)(3) 15,000       VETERANS IN NEED
(9) BAYFIELD HERITAGE ASSOCIATION INC
30 NORTH BROAD STREET
BAYFIELD,WI54814 		39-1307338 501(C)(3) 5,000       BAYFIELD VIDEO ARCHIVES, DIGITIZATION
(10) BOYS & GIRLS CLUBS OF THE NORTHLAND
102 S 29TH AVE W 200
DULUTH,MN55816 		41-0969947 501(C)(3) 35,650       PANDEMIC FOCUSED - ACADEMIC SUPPORT, SMART GIRLS PROGRAMMING, BOYS & GIRLS CLUBS OF GRAND RAPIDS AND GREENWAY, EXPANDED HEALTHY LIFESTYLES PROGRAMMING
(11) CENTER AGAINST SEXUAL & DOMESTIC ABUSE INC
318 21ST AVE E
SUPERIOR,WI54880 		39-1478768 501(C)(3) 9,000       COVID-19 PPE, WAGES AND CLEANING SUPPLIES, MEETING BASIC NEEDS OF EMERGENCY SHELTER RESIDENTS, FOOD AND SUPPLIES FOR EMERGENCY SHELTER RESIDENTS
(12) CHILDREN'S DENTAL SERVICES
636 BROADWAY STREET NE
MINNEAPOLIS,MN55413 		41-0857929 501(C)(3) 12,750       EMERGENCY DENTAL CARE FOR 50 HERMANTOWN CHILDREN, RIVERFRONT DENTAL CARE FOR LOW-INCOME COMMUNITIES, CENTRAL MESABI FAMILIES DENTAL & SAFETY SUPPLIES, EMERGENCY DENTAL CARE FOR VULNERABLE DULUTHIANS
(13) CHUM
102 WEST SECOND STREET
DULUTH,MN55802 		41-1227969 501(C)(3) 22,770       GROW UP GROUP AMIDST COVID-19, CHUM'S RESPONSE TO COVID-19, STREET OUTREACH TO PEOPLE AND THEIR PETS, SUMMER OUTDOOR EXPERIENCES FOR STEVE O'NEIL YOUTH, JAIL MINISTRY, FOOD SHELVES
(14) CITY OF ASHLAND
601 MAIN ST W
ASHLAND,WI54806 		GOV 5,000       CITY OF ASHLAND COVID-19 RESPONSE
(15) CITY OF BAYFIELD
PO BOX 1170
BAYFIELD,WI54814 		39-6005395 170(C)(1) 5,000       BUILDING VOLUNTEER CAPACITY FOR BAYFIELD TRAILS
(16) CITY OF DULUTH
411 WEST FIRST STREET CITY HALL
ROOM 403
DULUTH,MN55802 		41-6005105 GOV 34,500       KEEP DULUTH CLEAN, PARKS AND RECREATION, PROGRAMMING EQUIPMENT, DULUTH DIGITAL INCLUSION INITIATIVE, EQUITY THROUGH TRAUMA INFORMED CARE
(17) CITY OF SUPERIOR
1316 NORTH 14TH STREET
SUPERIOR,WI54880 		39-6005631 GOV 5,000       REDUCING POLICE THREAT, PERCEPTION AND DYNAMIC DECISION MAKING ERRORS
(18) CITY OF TWO HARBORS CITY HALL
522 FIRST AVENUE
TWO HARBORS,MN55616 		41-6005579 GOV 20,000       TWO HARBORS TRAILS FUND
(19) CLAYTON JACKSON MCGHIE MEMORIAL INC
222 EAST SUPERIOR STREET SUITE 322
DULUTH,MN55802 		04-3746191 501(C)(3) 5,575       CJM 2020 COMMUNITY REMEMBRANCE MONUMENT, CLAYTON JACKSON MCGHIE 2020 ART EXHIBITIONS
(20) CLOQUET EDUCATIONAL FOUNDATION
302 14TH STREET
CLOQUET,MN55720 		41-1543092 501(C)(3) 46,369       SPECIAL DISTRIBUTION REQUEST, PROGRAM SUPPORT
(21) COLLEGE OF ST SCHOLASTICA
1200 KENWOOD AVENUE
DULUTH,MN55811 		41-0698301 501(C)(3) 6,000       STEM U.P. (UP = UNDERGRADUATE PREP)
(22) COMMUNITY ACTION DULUTH
2424 W 5TH ST STE 102
DULUTH,MN55806 		41-1410670 501(C)(3) 25,814       SEEDS OF SUCCESS PROGRAM TRANSFORMATION
(23) COMMUNITY PARTNERS - TWO HARBORS LIVING AT HOME BLOCK NURSE PROGRAM
417 SOUTH AVENUE
TWO HARBORS,MN55616 		41-1963127 501(C)(3) 25,000       ASSISTING SENIORS AND CAREGIVERS DURING COVID-19
(24) COOK COUNTY COUNCIL ON AGING
PO BOX 67
GRAND MARAIS,MN55604 		41-1290535 501(C)(3) 13,500       COVID-19 MEAL PROGRAM, PROGRAM SUPPORT, HEALTHY LUNCH AND MEALS ON WHEELS PROGRAM
(25) CORE COMMUNITY RESOURCES INC
PO BOX 1530
BAYFIELD,WI54814 		56-2618057 501(C)(3) 5,964       PROGRAM SUPPORT, GENERAL OPERATING FUNDING, NEEDS DUE TO COVID-19
(26) COVENANT ENABLING RESIDENCES OF MINNESOTA INC
322 N 60TH AVE W
DULUTH,MN55807 		41-1879965 501(C)(3) 5,348       PROGRAM SUPPORT
(27) DAMIANO OF DULUTH INC
206 WEST FOURTH STREET ROOM 201
DULUTH,MN55806 		41-1453521 501(C)(3) 10,411       KIDS KITCHEN, BACK TO SCHOOL CLOTHING, SOUP KITCHEN, COMMUNITY CONNECT
(28) DIASPORA GARDENS
PO BOX 474
LAPOINTE,WI54850 		45-4708997 FISCAL AG 10,740       PLANTING CONNECTIONS, PLANTING HOPE, SEEDS OF CONNECTION, SEEDS OF HEALING SARA THOMSEN
(29) DOUGLAS COUNTY COMMUNITY HEALTH CLINIC
1406 BELKNAP ST
SUPERIOR,WI54880 		39-1253461 501(C)(3) 5,000       HEALTH CARE CLINIC COVID-19 RESPONSE
(30) DULUTH ART INSTITUTE
506 W MICHIGAN ST
DULUTH,MN55802 		41-0945449 501(C)(3) 28,526       PROGRAM SUPPORT, OUR NEIGHBORS, LINCOLN PARK BUILDING REPAIR, OPERATIONS DURING COVID, ARTIST'S SERVICES, HEART OF THE HEAD WRAP, DAI OPERATING SUPPORT
(31) DULUTH BRANCH NAACP
310 N 1ST AVE WEST
DULUTH,MN55806 		91-2083002 FISCAL AG 5,000       COVID-19 NEEDS ASSESSMENT OF THE AFRICAN HERITAGE COMMUNITY CASSANDRA BEARDSLEY
(32) DULUTH COMMUNITY GARDEN PROGRAM
206 W FOURTH STREET STE 214
DULUTH,MN55806 		41-1396024 501(C)(3) 21,899       MEETING INCREASED DEMAND FOR COMMUNITY GARDENS, IMPLEMENTATION OF STRATEGIC PLAN
(33) DULUTH COMMUNITY SCHOOL COLLABORATIVE
32 E 1ST ST STE 202
DULUTH,MN55802 		41-2002724 501(C)(3) 26,976       MYERS-WILKINS PROGRAMS, FULL-SERVICE COMMUNITY SCHOOLS, CONNECTIONS DURING COVID-19, YOUTH PROGRAMS AT MYERS-WILKINS COLLABORATIVE CAPACITY-BUILDING
(34) DULUTH INDIGENOUS COMMISSION
411 WEST FIRST STREET
DULUTH,MN55802 		20-6424699 FISCAL AG 7,000       CHIEF BUFFALO MEMORIAL PROJECT TONY CUNEO
(35) DULUTH LIGHTHOUSE FOR THE BLIND
4505 WEST SUPERIOR STREET
DULUTH,MN55807 		41-0706140 501(C)(3) 40,745       PROGRAM SUPPORT, 2020 TOUCHSTONE FINALIST, (TECHNOLOGY AND ME: IMPROVING SENIORS' LIVES)
(36) DULUTH PLAYHOUSE INC
211 E SUPERIOR ST
DULUTH,MN55802 		41-0694692 501(C)(3) 32,078       OPERATING FUNDS DUE TO COVID-19, PLAY SPONSORSHIP, PROGRAM SUPPORT, EQUITY, DIVERSITY, INCLUSION WORKSHOP
(37) DULUTH PUBLIC LIBRARY
520 WEST SUPERIOR STREET
DULUTH,MN55802 		41-6005105 170(C)(1) 5,551       PROGRAM SUPPORT
(38) DULUTH PUBLIC SCHOOLS ACADEMY
3301 TECHNOLOGY DRIVE
DULUTH,MN55811 		41-1870222 501(C)(3) 8,000       WET ED A WATER CENTERED PROJECT BASED LEARNING EXP, TREE TAPPING & ENGLISH/OJIBWE SIGNAGE
(39) DULUTH SUPERIOR SYMPHONY ORCHESTRA
130 W SUPERIOR ST STE LL2-120
DULUTH,MN55802 		41-0760835 501(C)(3) 18,794       CHAIR SUPPORT PROGRAM, DSSO CASUAL CONCERTS, MUSICIAN PAYMENTS FOR ONLINE PERFORMANCES, PROGRAM SUPPORT
(40) ECHOES OF PEACE
6476 S RANGE LINE RD
SOUTH RANGE,WI54874 		45-4708997 FISCAL AG 5,000       FROM SINGING IN THE CROWD TO SINGING IN THE CLOUD
(41) ECOLIBRIUM3
2014 W SUPERIOR ST
DULUTH,MN55806 		45-2746481 501(C)(3) 8,500       ECO3 COVID-19 RESPONSE
(42) ECUMEN
3530 LEXINGTON AVENUE
SHOREVIEW,MN55126 		41-0711588 501(C)(3) 7,500       KEEPING OUR ELDERS SAFE - HOME DELIVERED MEALS
(43) ENTREPRENEUR FUND INC
202 W SUPERIOR STREET SUITE 311
DULUTH,MN55802 		36-3566632 501(C)(3) 29,460       SUPPORTING SMALL BUSINESSES & GOOD JOB CREATION, CAPACITY BUILDING FOR DIVERSE OWNED BUSINESSES
(44) ESSENTIA HEALTH FOUNDATION
502 EAST 2ND STREET
DULUTH,MN55805 		27-1984704 501(C)(3) 7,000       RONALD MCDONALD HOUSE NORTHLAND FUND
(45) EVERGROW LEARNING CENTER
422 THIRD STREET WEST SUITE 101
ASHLAND,WI54806 		82-5220699 501(C)(3) 6,200       CHILDCARE REGISTRATION & ENROLLMENT SCHOLARSHIPS
(46) FATHERS RISE TOGETHER
201 EAST FIRST STREET STE
DULUTH,MN55802 		46-4718066 501(C)(3) 57,500       LEADERS GROWING LEADERS TRAINING, AFRICAN HERITAGE HUB
(47) FIRST WITNESS CHILD ADVOCACY CENTER
4 WEST FIFTH STREET
DULUTH,MN55806 		41-1737291 501(C)(3) 17,000       FIRST WITNESS CHILD ADVOCACY CENTER, PROGRAM SUPPORT
(48) FLOODWOOD SERVICES AND TRAINING
601 ASH STREET
FLOODWOOD,MN55736 		41-1296075 501(C)(3) 5,000       COVID-19 RELIEF-RETENTION OF DAY SERVICES
(49) FRIENDS OF THE APOSTLE ISLANDS NATIONAL LAKESHORE INC
PO BOX 1574
BAYFIELD,WI54814 		20-0079065 501(C)(3) 10,493       CAPACITY BUILDING - FRIENDS OF THE APOSTLE ISLANDS. PROGRAM SUPPORT
(50) FRIENDS OF THE FINLAND COMMUNITY
PO BOX 582
FINLAND,MN55603 		83-0494175 501(C)(3) 19,986       CLAIR NELSON CENTER YOUTH PROGRAM, PROGRAM SUPPORT, CAPACITY BUILDING FOR SHARED LEADERSHIP
(51) FRIENDS OF THE NORTH PIKES CREEK WETLANDS
PO BOX 905
BAYFIELD,WI54814 		46-4067602 501(C)(3) 10,774       PROMOTING TIME IN NATURE FOR STRESS RELIEF, OPTIMIZING HABITAT IN A CHANGING ENVIRONMENT, WILDLIFE VIEWING PLATFORM AT BEAVER HOLLOW OVERLOOK, RESTROOM FOR THE BEAVER HOLLOW OUTDOOR EDUCATION AREA, BUILDING CAPACITY TO ENGAGE AND EDUCATE THE PUBLIC
(52) GARY-MORGAN PARK HOCKEY ASSOCIATION
1463 89TH AVENUE WEST
DULUTH,MN55808 		81-5013565 FISCAL AG 8,183       PROGRAM SUPPORT
(53) GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES
400 SECOND AVENUE SOUTH
WAITE PARK,MN56387 		41-0877820 501(C)(3) 26,342       PROGRAM SUPPORT, COVID-19 CRISIS TECHNOLOGICAL NEEDS SUPPORT, GIRL SCOUTS IN ACTION OUTREACH PROGRAM
(54) GOLDEN BEAR FOUNDATION
PO BOX 319
EVELETH,MN55734 		83-2598049 501(C)(3) 10,000       MATCHING GRANT
(55) GUTHRIE THEATRE FOUNDATION
818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415 		41-0854160 501(C)(3) 5,000       PROGRAM SUPPORT
(56) HARBOR HOUSE CRISIS SHELTERS
1531 HUGHITT AVENUE
SUPERIOR,WI54880 		39-1840533 501(C)(3) 25,000       SHELTER SURVIVAL RELIEF JOEL CERTA-WERNER
(57) HARTLEY NATURE CENTER
3001 WOODLAND AVE
DULUTH,MN55803 		36-3507636 501(C)(3) 7,894       OPERATING SUPPORT, SKI EQUIPMENT UPGRADES/SKI, FREE-REDUCING BARRIERS, PROGRAM SUPPORT
(58) HEAD OF THE LAKES UNITED WAY
424 WEST SUPERIOR STREET SUITE 402
DULUTH,MN55802 		41-0857077 501(C)(3) 80,434       PROGRAM SUPPORT
(59) HISTORIC UNION DEPOT
506 W MICHIGAN ST
DULUTH,MN55802 		81-0616387 501(C)(3) 5,650       DEPOT PLATFORM - LONG TERM SAFETY IMPROVEMENT, PROGRAM SUPPORT, 506 FUND DRIVE
(60) HUMAN DEVELOPMENT CENTER
1401 E FIRST ST
DULUTH,MN55805 		41-0777937 501(C)(3) 11,100       JILL'S PLACE, DEPOT PLATFORM - LONG TERM SAFETY IMPROVEMENT, PROGRAM SUPPORT
(61) INDEPENDENT TELEVISION FESTIVAL INC
PO BOX 1
DULUTH,MN55801 		20-4198589 501(C)(3) 12,500       CATALYST STORY INSTITUTE & CONTENT FESTIVAL
(62) ISD#381 - LAKE SUPERIOR PUBLIC SCHOOLS
1640 HIGHWAY 2
TWO HARBORS,MN55616 		41-6001896 170(C)(1) 12,700       LITTLE MARINERS CHILD CARE CENTER, CLASS OF 2020 BANNERS, TWO HARBORS WINTER FROLIC 2021, LITTLE MARINERS PRESCHOOL SUPPORT, WATER JET CUTTING MACHINE
(63) ISD#709 - DULUTH PUBLIC SCHOOLS
215 NORTH FIRST AVENUE EAST
DULUTH,MN55802 		41-6003776 170(C)(1) 26,893       PROGRAM SUPPORT, SPECIAL EDUCATION TECHNOLOGY, DULUTH AREA LEARNING CENTER ENVIRONMENTAL PROGRAM
(64) KNIFE RIVER HERITAGE & CULTURAL CENTER
PO BOX 240
KNIFE RIVER,MN55609 		83-1260034 501(C)(3) 6,000       COMPLETION OF KNIFE RIVER HERITAGE CENTER DEPOT
(65) LAKE COUNTY CHAMBER OF COMMERCE
1330 HIGHWAY 61
TWO HARBORS,MN55616 		41-0827278 501(C)(6) 6,500       LAKE COUNTY CHAMBER COVID RELIEF, INFORMATION CENTER RELIEF, INFORMATION CENTER IMPROVEMENTS AND RENOVATIONS JAY BELCASTRO
(66) LAKE STREET COUNCIL
PO BOX 7091
MINNEAPOLIS,MN55407 		41-0975738 501(C)(3) 5,000       PROGRAM SUPPORT
(67) LAKE SUPERIOR BIG TOP CHAUTAUQUA
PO BOX 455
WASHBURN,WI54891 		39-1548887 501(C)(3) 11,000       NATIVE AMERICAN HISTORY ORIGINAL PERFORMANCE, MARTHA REDBONE AT BIG TOP CHAUTAUQUA, NATIVE AMERICAN COMMUNITY CONNECTIONS SERIES
(68) LAKE SUPERIOR RAILROAD MUSEUM
506 WEST MICHIGAN STREET
DULUTH,MN55802 		23-7312204 501(C)(3) 25,100       SEACREST INTERACTIVE MODEL TRAIN EXHIBIT, PROGRAM SUPPORT
(69) LAKE VIEW MEMORIAL HOSPITAL
325 ELEVENTH AVENUE
TWO HARBORS,MN55616 		41-0786046 501(C)(3) 7,886       HEALTH FAIR, COMMUNITY WELLNESS AND EDUCATION
(70) LANDMARK CONSERVANCY
500 E MAIN STREET SUITE 307
MENOMONIE,WI54751 		39-1618389 501(C)(3) 36,496       PROGRAM SUPPORT
(71) LOCAL INITIATIVES SUPPORT CORPORATION
202 WEST SUPERIOR ST SUITE 301
DULUTH,MN55802 		13-3030229 501(C)(3) 50,500       PROGRAM SUPPORT, LEVERAGING PRIVATE SECTOR INVESTMENT IN AFFORDABLE HOUSING, SOCIAL IMPACT INVESTING AND EQUITABLE DEVELOPMENT
(72) LUTHERAN SOCIAL SERVICE OF MINNESOTA
2485 COMO AVENUE
ST PAUL,MN55108 		41-0872993 501(C)(3) 40,000       BETHANY CRISIS SHELTER - A SAFE PLACE FOR CHILDREN, EMERGENCY SUPPORT FOR LSS, DULUTH YOUTH SERVICES
(73) MADELINE ISLAND COMMUNITY GARDENING PROJECT INC
PO BOX 523
LAPOINTE,WI54850 		27-1279947 501(C)(3) 9,000       FOOD SHARE PROGRAM, CAPACITY BUILDING AT COMMUNITY GARDEN
(74) MADELINE ISLAND PUBLIC LIBRARY
1 LIBRARY STREET
LA POINTE,WI54850 		170(C)(1) 15,007       PROGRAM SUPPORT, CHILDREN'S FLASH MOB THEATER, REFILLS NOT LANDFILLS: YOUTH PLASTIC PROJECT, OUTDOOR LEARNING CLASSROOM
(75) MARSHALL SCHOOL
1215 RICE LAKE ROAD
DULUTH,MN55811 		41-0765672 501(C)(3) 16,240       COMMUNITY FUND, PROGRAM SUPPORT, ANNUAL FUND
(76) MAYO CLINIC
200 FIRST STREET SW
ROCHESTER,MN55905 		41-6011702 501(C)(3) 5,000       PEDIATRICS - CANCER
(77) MEN AS PEACEMAKERS
123 W SUPERIOR ST
DULUTH,MN55802 		41-1841689 501(C)(3) 47,341       HEALTHY YOUTH DEVELOPMENT AND VIOLENCE PREVENTION, YOUTH DIVERSION: PREVENTING POVERTY AND HARM, PROGRAM SUPPORT, GIRLS' RESTORATIVE PROGRAM, YOUTH RESTORATIVE PROGRAMS
(78) MENTOR NORTH
206 W 4TH ST STE 209
DULUTH,MN55806 		82-5321850 501(C)(3) 5,000       MENTOR SUPERIOR RECRUITMENT CAMPAIGN
(79) MILLER-DWAN FOUNDATION
502 EAST SECOND STREET
DULUTH,MN55805 		23-7396466 501(C)(3) 11,100       $3,000 TO PEDIATRIC CANCER CARE, $3,000 TO PEDIATRIC BURN CARE, & $3,000 TO CHILD ADOLESCENT MENTAL HEALTH, PROGRAM SUPPORT, SOLVAY COMPASSIONATE CARE FUND
(80) MINNESOTA BALLET
506 W MICHIGAN ST
DULUTH,MN55802 		41-6055588 501(C)(3) 21,500       MINNESOTA BALLET FOR COVID-19 RELIEF, GUEST ARTIST ADAM MCKINNEY
(81) MINNESOTA LAND TRUST
2356 UNIVERSITY AVENUE WEST SUITE
240
ST PAUL,MN55114 		41-1713652 501(C)(3) 20,000       CITY OF DULUTH NATURAL LANDS ACQUISITION
(82) MINNESOTA PRISON WRITING WORKSHOP
PO BOX 7262
MINNEAPOLIS,MN55407 		47-1890824 501(C)(3) 7,500       REMOTE ARTS LEARNING AT MOOSE LAKE PRISON
(83) NORTH HOUSE FOLK SCHOOL
PO BOX 759
GRAND MARAIS,MN55604 		41-1878887 501(C)(3) 5,915       PROGRAM SUPPORT
(84) NORTHERN LAKE COUNTY ARTS BOARD
PO BOX 67
SILVER BAY,MN55614 		41-1993330 501(C)(3) 6,000       SUPPORT ENRICHING ART EXPERIENCES FOR STUDENTS
(85) NORTHLAND FOUNDATION
202 WEST SUPERIOR STREET
DULUTH,MN55802 		41-1554455 501(C)(3) 20,200       PROGRAM SUPPORT, TECHNICAL ASSISTANCE FOR DULUTH AREA BUSINESSES
(86) NORTHSIDE ACHIEVEMENT ZONE
2123 WEST BROADWAY AVENUE 100
MINNEAPOLIS,MN55411 		30-0238807 501(C)(3) 5,000       PROGRAM SUPPORT
(87) NORTHWEST WISCONSIN COMMUNITY SERVICES AGENCY INC
1118 TOWER AVENUE
SUPERIOR,WI54880 		39-1091469 501(C)(3) 10,000       ASSIST INDIVIDUALS IN CRITICAL NEED, VITA SUPPORT DOLLARS
(88) NORTHWOOD CHILDREN'S SERVICES
4000 W 9TH ST
DULUTH,MN55807 		41-0706108 501(C)(3) 13,075       PROGRAM SUPPORT
(89) NORTHWOODS WOMEN INC
PO BOX 88
ASHLAND,WI54806 		39-1364912 501(C)(3) 5,000       COVID-19 INCREASED GEN OP EXPENSES
(90) OUTSIDE THE BOX
2302 MINNESOTA AVENUE
DULUTH,MN55802 		45-2746481 FISCAL AG 35,250       OUTSIDE THE BOX: BUILDING YOUTH FUTURES BY DESIGN, PROGRAMMING LAUNCH JODI SLICK
(91) PILGRIM CONGREGATIONAL CHURCH
2310 EAST FOURTH STREET
DULUTH,MN55812 		41-0704218 501(C)(3) 13,371       PROGRAM SUPPORT
(92) PLANNED PARENTHOOD
671 VANDALIA STREET
ST PAUL,MN55114 		41-0948382 501(C)(3) 15,000       ACCESSIBLE REPRODUCTIVE HEALTH CARE FOR TWIN PORTS
(93) PROGRAM FOR AID TO VICTIMS OF SEXUAL ASSAULT (PAVSA)
32 EAST FIRST STREET STE 200
DULUTH,MN55802 		41-1350021 501(C)(3) 12,000       PAVSA COVID RESPONSE ASSISTANCE
(94) RAILS ENDOWMENT FOR ACADEMIC ART & ATHLETIC DEVELOPMENT INC
131 NINTH AVENUE
PROCTOR,MN55810 		41-6003748 501(C)(3) 7,841       PROGRAM SUPPORT
(95) RECREATION AND FITNESS RESOURCES
PO BOX 1146
BAYFIELD,WI54814 		42-1706601 501(C)(3) 5,000       ASPIRE MARTIAL ARTS PROGRAM SUPPORT
(96) REGENTS OF THE UNIVERSITY OF MINNESOTA 409 DARLAND ADMINISTRATION BLDG
1049 UNIVERSITY DRIVE
DULUTH,MN55812 		41-6007513 501(C)(3) 13,997       UMD/SONA: THE PROJECT FOR FEEDING FAMILIES, ENCOURAGING WOMEN TO PURSUE GRADUATE PROGRAM, CAMPUS & COMMUNITY SERVING
(97) RONALD MCDONALD HOUSE OF ROCHESTER MN INC
850 2ND STREET SOUTHWEST
ROCHESTER,MN55902 		41-1344744 501(C)(3) 5,000       PROGRAM SUPPORT
(98) ROTARY CLUB OF CLOQUET
PO BOX 292
CLOQUET,MN55720 		30-0703646 501(C)(3) 6,500       2020 - 2021 SCHOLARSHIP PROGRAM
(99) ROTARY CLUB OF DULUTH FOUNDATION
207 W SUPERIOR ST STE 201
DULUTH,MN55802 		41-1750809 501(C)(3) 7,000       CHILDREN'S MENTAL HEALTH INITIATIVE, PROGRAM SUPPORT
(100) SAFE HAVEN SHELTER FOR BATTERED WOMEN RESOURCE CENTER
P O BOX 3558
DULUTH,MN55803 		41-1317462 501(C)(3) 12,000       ANNUAL FUNDRAISER, PROGRAM SUPPORT, COVID-19 RELIEF FOR DOMESTIC VIOLENCE VICTIMS
(101) SCOTTISH RITE FOUNDATION OF DULUTH
24 WEST SECOND STREET
DULUTH,MN55802 		41-1420162 501(C)(3) 21,151       PROGRAM SUPPORT, PARENTS AND CHILDREN COMMUNICATING
(102) SECOND HARVEST NORTH CENTRAL FOOD BANK
2222 CROMELL DRIVE
GRAND RAPIDS,MN55744 		41-1782776 501(C)(3) 8,400       COVID-19 CRISIS RESPONSE, 2020/2021 KIDS PACKS TO GO, BACKPACK PROGRAM
(103) SERVEMINNESOTA
120 S 6TH ST STE 2260
MINNEAPOLIS,MN55402 		41-2010058 501(C)(3) 25,000       RECOVERY CORPS, COMMUNITY FORESTRY CORPS, READING CORPS
(104) ST ANN'S RESIDENCE
330 EAST THIRD STREET
DULUTH,MN55805 		41-0696491 501(C)(3) 25,000       COVID-19 GRANT
(105) ST LUKE'S FOUNDATION
1000 EAST FIRST STREET SUITE 102
DULUTH,MN55805 		41-1448118 501(C)(3) 21,412       PROGRAM SUPPORT, TELEHEALTH FOR HOME CARE PATIENTS, ENDOWMENT FUND (OR AS DETERMINED BY CATHERINE C. HUBER)
(106) ST PAUL'S EPISCOPAL CHURCH
1710 EAST SUPERIOR STREET
DULUTH,MN55812 		41-0694742 501(C)(3) 6,908       SEMINARIAN FUND, PROGRAM SUPPORT
(107) THE BRICK MINISTRIES INC
420 ELLIS AVENUE
ASHLAND,WI54806 		61-1536545 501(C)(3) 7,000       VOLUNTEER PROGRAM SUPPORT, BENEVOLENCE PROGRAM MATCHING SUPPORT
(108) THE DULUTH BETHEL SOCIETY
23 MESABA AVENUE
DULUTH,MN55806 		41-0694691 501(C)(3) 10,640       DULUTH BETHEL COVID-19 RESPONSE
(109) THE LAKES COMMUNITY HEALTH CENTER INC
7665 US HIGHWAY 2
IRON RIVER,WI54847 		35-2297925 501(C)(3) 5,000       EMPLOYEE EMOTIONAL SUPPORT LINE
(110) THE NORTHSPAN GROUP INC
221 WEST FIRST STREET
DULUTH,MN55802 		41-1554455 501(C)(3) 40,500       MINNESOTA OPPORTUNITY COLLABORATIVE 2020, WELCOMING COMMUNITIES TONY SERTICH
(111) THE REDEMPTION PROJECT
8011 34TH AVE SOUTH SUITE C-11
BLOOMINGTON,MN55425 		82-3857659 501(C)(3) 10,000       EVALUATING PROGRAM'S IMPACT ON REDUCING RECIDIVISM
(112) THE SALVATION ARMY - DULUTH
215 SOUTH 27TH AVENUE WEST
DULUTH,MN55806 		41-0698597 501(C)(3) 15,095       PROGRAM SUPPORT, ASSIST INDIVIDUALS IN CRITICAL NEED
(113) TOWN OF LA POINTE
PO BOX 270
LA POINTE,WI54850 		39-6005969 GOV 6,829       MAINTENANCE AND REPAIR OF THE MICHAEL CHAPEL AT GREENWOOD CEMETERY, GREENWOOD CEMETERY CHAPEL WALKWAY EXTENSION
(114) TWO HARBORS AREA FOOD SHELF
PO BOX 601
TWO HARBORS,MN55616 		47-1321541 FISCAL AG 13,500       BUILDING CAPACITY-OUTREACH & EDUCATION, COVID-19, COMMUNITY FOOD SHARE DAY KELSEY DOOLEY
(115) TWO HARBORS COMMUNITY RADIO
PO BOX 622
TWO HARBORS,MN55616 		35-2458586 501(C)(3) 5,000       COVID-19 FUNDING
(116) U OF MN DULUTH - EXCELLENCE FUND DEPARTMENT OF DEVELOPMENT
10 UNIVERSITY DRIVE
DULUTH,MN55812 		41-6007513 501(C)(3) 5,552       PROGRAM SUPPORT
(117) UNION GOSPEL MISSION
219 EAST FIRST STREET
DULUTH,MN55802 		41-0724066 501(C)(3) 7,220       PROGRAM SUPPORT, CHRISTMAS SEASON FOOD FOR THE NEEDY MEALS
(118) UNITED WAY OF NORTHEASTERN MINNESOTA INC
608 EAST DRIVE
CHISHOLM,MN55719 		41-0908454 501(C)(3) 5,000       BUDDY BACKPACKS CENTRAL MESABI COMMUNITIES
(119) UNIVERSITY OF MINNESOTA FOUNDATION MCNAMARA ALUMNI CENTER
200 OAK STREET SE SUITE 500
MINNEAPOLIS,MN55455 		41-6042488 501(C)(3) 5,000       BROADWAY CLINIC CAPITAL AND EXPANSION FUND
(120) UNIVERSITY OF WISCONSIN - SUPERIOR
OLD MAIN 212
SUPERIOR,WI54880 		39-6006492 170(C)(1) 9,469       ANALYSIS OF MINORITY OWNED SMALL BUSINESSES
(121) VOLUNTEER SERVICES OF
CARLTON COUNTY INC
CARLTON,MN55718 		41-1598604 501(C)(3) 5,000       GROCERIES-TO-GO
(122) VOYAGEURS NATIONAL PARK ASSOCIATION
144 GLENWOOD AVE SUITE 120
MINNEAPOLIS,MN55405 		41-6049473 501(C)(3) 13,500       VOYAGEURS ENVIRONMENTAL EDUCATION: LOVE YOUR PARK, VOYAGEURS FIELD FELLOWS
(123) WEST BROADWAY BUSINESS AREA COALITION
1011 W BROADWAY AVE STE 202
MINNEAPOLIS,MN55411 		41-1985423 501(C)(3) 5,000       PROGRAM SUPPORT
(124) WESTERN LAKE SUPERIOR HABITAT FOR HUMANITY
PO BOX 112
SIDE LAKE,MN55781 		41-1631246 501(C)(3) 6,400       AGE IN PLACE, SILVER BAY
(125) WILDWOODS
4009 W ARROWHEAD RD
DULUTH,MN55811 		80-0698285 501(C)(3) 5,000       WILDLIFE REHABILITATION IN THE NORTHLAND
(126) WOLF RIDGE ENVIRONMENTAL LEARNING CENTER
6282 CRANBERRY ROAD
FINLAND,MN55603 		41-1251705 501(C)(3) 10,000       REGIONAL FOOD SECURITY
(127) WOODS HALL GALLERY AND STUDIOS
712 MAIN STREET
LAPOINTE,WI54850 		23-7165228 FISCAL AG 5,000       WOODS HALL GRANT REQUEST TO RACHEL BAUMAN CHEQUAMA-CARE FUND
(128) WORKFORCE RESOURCE INC
401 TECHNOLOGY DR E
MENOMONIE,WI54751 		39-1455735 501(C)(3) 5,000       HOUSING FOR YOUTH AGING OUT OF FOSTER CARE
(129) WTIP NORTH SHORE RADIO
PO BOX 1005
GRAND MARAIS,MN55604 		41-1754979 501(C)(3) 27,732       WTIP COMMUNITY RADIO FUND, ENDOWMENT DISTRIBUTION, WTIP EMERGENCY COVID-19 TECHNICAL UPGRADES
(130) YMCA OF DULUTH
PO BOX 3678
DULUTH,MN55803 		41-0693931 501(C)(3) 25,000       COMMUNITY OUTREACH & SAFE OPERATING SUPPORT, PLAY, OBSERVE, REFLECT: AN ANJI PLAY POP-UP
(131) YMCA OF SUPERIOR-DOUGLAS COUNTY
9 NORTH 21ST STREET
SUPERIOR,WI54880 		39-0813468 501(C)(3) 20,000       COVID-19 EMERGENCY DAY CAMP PROGRAM
(132) YWCA OF DULUTH
32 EAST 1ST STREET SUITE 202
DULUTH,MN55802 		41-0696493 501(C)(3) 8,858       INVESTING IN TEACHERS IS INVESTING IN OUR CHILDREN
(133) ZEITGEIST CENTER FOR ARTS AND COMMUNITY
222 E SUPERIOR ST STE 326
DULUTH,MN55802 		20-6424699 501(C)(3) 40,000       ZEITGEIST KNIGHT FOUNDATION COVID-19 RESPONSE FUND, DULUTH STORY PROJECT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
133
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2020

Schedule I (Form 990) 2020
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) SCHOLARSHIPS 85 354,800      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: DULUTH SUPERIOR AREA COMMUNITY FOUNDATION (DSACF) REQUIRES ALL GRANTEES TO SIGN AND ABIDE BY A GRANT AGREEMENT THAT REQUIRES THE GRANTEE TO USE GRANT MONIES ONLY FOR THE DESIGNATED PURPOSES DESCRIBED IN THE GRANT APPLICATION, MAINTAIN THEIR BOOKS/RECORDS TO ACCOUNT FOR SEPARATELY THE GRANT FUNDS AND EXPENDITURES, PERMIT DSACF ACCESS TO THEIR FILES/RECORDS, RETURN ANY UNUSED FUNDS, AND SUBMIT THE FINAL PROJECT REPORT BY A SET DATE. THE DSACF DIRECTOR OF COMMUNITY PHILANTHROPY AND THEIR STAFF MONITORS THE GRANTEE'S COMPLETION OF THESE CRITERIA INCLUDING REPORT REVIEWS, RANDOM FIELD AND GRANTEE REQUIRED PROGRESS REPORTS AND OTHER WORK AS CONSIDERED NECESSARY TO ENSURE FULL GRANTEE COMPLIANCE WITH ALL TERMS OF THE GRANT AGREEMENT.
Schedule I (Form 990) 2020



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
DULUTH-SUPERIOR AREA COMMUNITY
FOUNDATION
Employer identification number

41-1429402
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1HOLLY SAMPSON
PRESIDENT - THRU JUNE 		(i)

(ii)		 84,875
-------------
0 		0
-------------
0 		47,811
-------------
0 		5,805
-------------
0 		13,756
-------------
0 		152,247
-------------
0 		0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2020

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
DULUTH-SUPERIOR AREA COMMUNITY
FOUNDATION
Employer identification number

41-1429402
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 8 92,562 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2020)
Schedule M (Form 990) (2020)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 32B: RETAIN THE SERVICES OF USBANK TRUST TO LIQUIDATE ALL STOCK & SECURITIES GIFTS RECEIVED.
Schedule M (Form 990) (2020)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
DULUTH-SUPERIOR AREA COMMUNITY
FOUNDATION
Employer identification number

41-1429402
Return Reference Explanation
FORM 990, PART III, LINE 2 THE DSACF CREATED AND ADMINISTERED SEVERAL REGIONAL TEMPORARY FUNDS THAT WERE INITATED TO PROVIDE COVID RELIEF FUNDING TO ORGANIZATIONS THAT SUFFERED FINANCIALLY BECAUSE OF THE COVID PANDEMIC.
FORM 990, PART VI, SECTION B, LINE 11B PREPARED BY INDEPENDENT AUDITORS AS A RESULT OF THEIR AUDIT, REVIEWED BY DSACF PRESIDENT, FINANCIAL OFFICER, DSACF AUDIT COMMITTEE THEN BY FULL DSACF BOARD PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS POLICY AND QUESTIONNAIRE SENT OUT TO ALL BOARD OF TRUSTEES (BOT) MEMBERS AND DSACF STAFF MONITORS BOT RESPONSES ALSO IN MAY WHEN NEW BOT MEMBERS TERM BEGINS THE SAME POLICY AND QUESTIONNAIRE IS SENT OUT AND DSACF STAFF MONITORS. AT EVERY BOT AND COMMITTEE MEETING A CONFLICT OF INTEREST SHEET IS PASSED OUT TO ATTENDEES TO MARK ANY CONFLICTS BEFORE VOTING, SAID SHEETS ARE GATHERED AND CONFLICTS ENTERED INTO BOARD ACTIONS. BOARD MEMBERS WITH CONFLICTS ARE ASKED TO LEAVE THE ROOM DURING ANY DISCUSSION AND VOTING.
FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE RECOMMENDS THE SALARY FOR THE PRESIDENT WHO RECOMMENDS SALARY FOR ALL OTHER STAFF IN A BUDGET FOR EXECUTIVE COMMITTEE AND BOARD APPROVAL. THIS IS COMPLETED ANNUALLY AS PART OF THE OVERALL BUDGET ANALYSIS BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN PRESENTS THE BUDGET TO THE BOARD FOR APPROVAL. THE ORGANIZATION WILL UTILIZE ANNUAL SURVEY'S FROM THE MINNESOTA COUNCIL ON FOUNDATIONS, NATIONAL COUNCIL ON FOUNDATIONS AND THE MINNESOTA COUNCIL OF NON-PROFITS AND WILL USE DATA TO DETERMINE EXECUTIVE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS 990 AVAILABLE TO THE PUBLIC UPON REQUEST AND ON GUIDESTAR.ORG
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND A FINANCIAL STATUS REPORT IN OUR ANNUAL REPORT IS SENT OUT TO NUMEROUS DONORS.
FORM 990, PART XI, LINE 9: REFUNDS OF PRIOR YEAR GRANTS 19,372. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -11,088. CHANGE IN VALUE OF AGENCY ENDOWMENT FUND -622,340.
FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


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