Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
SLAGGIE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)111 MARKET ST NO 3B
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINONA, MN55987
A Employer identification number

41-1878894
B Telephone number (see instructions)

(507) 474-9150
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$69,131,469J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 8,729,040
2 Check bullet.............
3 Interest on savings and temporary cash investments 154,934 154,934  
4 Dividends and interest from securities... 1,026,535 1,026,535  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 692,467
b Gross sales price for all assets on line 6a 28,074,011
7 Capital gain net income (from Part IV, line 2)... 692,467
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 10,602,976 1,873,936 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 19,310 1,931 0 17,379
c Other professional fees (attach schedule).... Click to see attachment 717,008 717,008 0 0
17 Interest............... 25,293 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 155,960 155,960 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 646 65 0 581
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 22,426 12,621 0 9,805
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 940,643 887,585 0 27,765
25 Contributions, gifts, grants paid....... 3,008,917 3,008,917
26 Total expenses and disbursements. Add lines 24 and 25 3,949,560 887,585 0 3,036,682
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,653,416
b Net investment income (if negative, enter -0-) 986,351
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 12,770,021 9,279,398 9,279,398
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet11,064
Less: allowance for doubtful accounts bullet0 8,613 11,064 11,064
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 39,484 107,696 107,696
10a Investments—U.S. and state government obligations (attach schedule) 175,214 Click to see attachment159,275 159,275
b Investments—corporate stock (attach schedule)....... 35,727,236 Click to see attachment43,132,672 52,595,432
c Investments—corporate bonds (attach schedule)....... 3,780,417 Click to see attachment6,464,251 6,743,108
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 250,000 250,000 250,000
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet11,673
Less: accumulated depreciation (attach schedule) bullet   11,673 Click to see attachment11,673 11,673
15 Other assets (describe bullet) Click to see attachment-20,730 Click to see attachment-26,177 Click to see attachment-26,177
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 52,741,928 59,389,852 69,131,469
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment5,492 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 5,492 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 52,736,436 59,389,852
29 Total net assets or fund balances (see instructions)..... 52,736,436 59,389,852
30 Total liabilities and net assets/fund balances (see instructions). 52,741,928 59,389,852
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
52,736,436
2
Enter amount from Part I, line 27a .....................
2
6,653,416
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
59,389,852
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
59,389,852
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 18,879,899   18,089,092 790,807
b 9,097,825   9,292,452 -194,627
c 96,287     96,287
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       790,807
b       -194,627
c       96,287
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 692,467
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 13,710
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 13,710
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,710
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 121,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 121,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 107,890
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet107,890 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMICHAEL SLAGGIE Telephone no.bullet (507) 474-3005

    Located atbullet111 MARKET STREETWINONAMN ZIP+4bullet55987
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    STEPHEN M SLAGGIE PRESIDENT
    2.00     		0 0 0
    111 MARKET ST STE 3B
    WINONA,MN55987
    BARBARA J SLAGGIE TRUSTEE
    1.00     		0 0 0
    111 MARKET ST STE 3B
    WINONA,MN55987
    MICHAEL J SLAGGIE VP
    12.00     		0 0 0
    111 MARKET ST STE 3B
    WINONA,MN55987
    AMANDA SLAGGIE SECRETARY
    1.00     		0 0 0
    111 MARKET ST STE 3B
    WINONA,MN55987
    MATTHEW S SLAGGIE TREASURER
    1.00     		0 0 0
    111 MARKET ST STE 3B
    WINONA,MN55987
    SARA J SLAGGIE POULOS TRUSTEE
    1.00     		0 0 0
    111 MARKET ST STE 3B
    WINONA,MN55987
    GREGORY T POULOS TRUSTEE
    1.00     		0 0 0
    111 MARKET ST STE 3B
    WINONA,MN55987
    MICHELLE M SCHLEHUBER TRUSTEE
    1.00     		0 0 0
    111 MARKET ST STE 3B
    WINONA,MN55987
    THOMAS M SCHLEHUBER TRUSTEE
    1.00     		0 0 0
    111 MARKET ST STE 3B
    WINONA,MN55987
    LINDSAY SLAGGIE TRUSTEE
    1.00     		0 0 0
    111 MARKET ST STE 3B
    WINONA,MN55987
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    51,585,557
    b
    Average of monthly cash balances.......................
    1b
    11,024,710
    c
    Fair market value of all other assets (see instructions)................
    1c
    380,433
    d
    Total (add lines 1a, b, and c).........................
    1d
    62,990,700
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    62,990,700
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    1,855,145
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    61,135,555
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,056,778
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,056,778
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    13,710
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,710
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,043,068
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,043,068
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,043,068
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,036,682
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,036,682
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,036,682
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 3,043,068
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 136,534
    b Total for prior years:20, 20, 20 0
    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........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,036,682
    a Applied to 2019, but not more than line 2a 136,534
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 2,900,148
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		142,920
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SLAGGIE FAMILY FOUNDATION
    111 MARKET ST STE 3B
    WINONA,MN55987
    (507) 474-9150
    SFF@HBCI.COM
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION AVAILABLE VIA EMAIL OR BY CALLING OFFICE. INCLUDE LETTER STATING REQUEST, ORGANIZATION STATUS AND EIN
    cAny submission deadlines:
    NO DUE DATE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALIGHT
    615 FIRST AVENUE NE SUITE 500
    MINNEAPOLIS,MN55413     		    GENERAL SUPPORT 10,000
    ALS ASSOCIATION - SAN DIEGO CHAPTER
    1980 PEACOCK BLVD SUITE A
    OCEANSIDE,CA92056     		    DONATION IN MEMORY OF BUD SCHLEHUBER 2,000
    ALZHEIMER'S ASSOCATION - MNND CHAPTER
    7900 W 78TH STREET SUITE 100
    EDINA,MN55439     		    DONATION IN MEMORY OF PATRICIA SCHLEHUBER 2,000
    AMERICAN CANCER SOCIETY MIDWEST DIVISION
    950 BLUE GENTIAN RD STE 100
    EAGAN,MN55121     		    DONATION TO HOPE LODGE 10,000
    ANNE BANCROFT FOUNDATION
    2356 UNIVERSITY AVENUE WEST 404
    ST PAUL,MN55114     		    GENERAL SUPPORT 5,000
    ASSUMPTION CHURCH
    323 WEST ILLINOIS STREET
    CHICAGO,IL60654     		    GENERAL FUND 10,000
    AVE MARIA SCHOOL OF LAW
    1025 COMMONS CIRCLE
    NAPLES,FL34119     		    VETERAN'S WALL OF HONOR 5,000
    BK5K YOUTH FUND
    2001 THEURER BLVD
    WINONAM,MN55987     		    RACE SPONSORSHIP 3,000
    BRIDGE FOR YOUTH
    1111 WEST SECOND STREET
    MINNEAPOLIS,MN55405     		    GENERAL SUPPORT 5,000
    CATHOLIC CHARITIES
    111 MARKET ST SUITE 2
    WINONA,MN55987     		    WINONA WARMING CENTERST PAUL OPPORTUNITY CENTER 29,500
    CATHOLIC FAITH APPEAL - DIOCESE OF VENICE
    1000 PINEBROOK ROAD
    VENICE,FL34285     		    GENERAL SUPPORT 55,000
    CATHOLIC SCHOOLS CENTER FOR EXCELLENCE
    6600 FRANCE AVENUE SOUTH SUITE 520
    EDINA,MN55435     		    GENERAL SUPPORT 50,000
    CHANNEL ONE FOOD BANK
    131 35TH ST SE
    ROCHESTER,MN55904     		    ANNUAL FUND DRIVE 5,000
    COMMUNITY OF SAINTS SCHOOL
    335 HURLEY STREET EAST
    WEST ST PAUL,MN55118     		    GENERAL SUPPORT 5,000
    CONTRIBUTIONS UNDER 1000
    111 MARKET STREET SUITE 3B
    WINONA,MN55987     		    GENERAL SUPPORT 18,250
    COTTER HIGH SCHOOL
    1115 WEST BROADWAY ST
    WINONA,MN55987     		    FUND A NEED CAMPAIGNWACS GOLF TOURNAMENT SPONSORSHIPSCHOLARSHIP REQUESTST CECILIA THEATER BATHROOM REMODELHOCKEY PROGRAMHOCKEY AGENCY DISCOUNTCOTTER BAND PROGRAM GRAND REQUESTCOTTER BAND BOOSTERS FOR HBP AGREEMENT 296,000
    CRADLES TO CRAYONS
    155 NORTH BEACON ST
    BRIGHTON,MA02135     		    PROGRAM FUND TO HELP KIDS IN POVERTY BY PROVIDING ESSENTIAL ITEMS 50,000
    DANA FARBER CANCER INSTITUTE
    450 BROOKLINE AVE
    BOSTON,MA02215     		    QUINN AMSLER FUND 5,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY100015004     		    WHERE NEEDED TO ASSIST IN INTERNATIONAL MEDICAL AID 10,000
    DODGE NATURE CENTER
    365 MARIE AVENUE WEST
    WEST SAINT PAUL,MN55118     		    GENERAL FUND WHERE NEEDED 50,000
    ELDER NETWORK
    51 W 4TH ST
    WINONA,MN55987     		    TO SUPPORT SENIOR CITIZEN ADVOCACY SERVICES & SUPPORT PROGRAMS IN WINONA COUNTY 7,500
    EVERYMEAL MN
    2723 PATTON ROAD
    ROSEVILLE,MN55113     		    GENERAL SUPPORT 5,000
    FAITHFUL SHEPHERD SCHOOL
    3355 COLUMBIA DRIVE
    EAGAN,MN55121     		    GENERAL SUPPORT 5,000
    FAMILY & CHILDREN'S CENTER
    601 FRANKLIN ST
    WINONA,MN55987     		    GENERAL GIVINGMATTY'S PLACE 11,000
    FRIENDS OF THE ST PAUL PUBLIC LIBRARY
    1080 MONTREAL AVENUE SUITE 2
    ST PAUL,MN55116     		    GENERAL SUPPORT 3,000
    FRIENDS OF THE WINONA PUBLIC LIBRARY
    151 WEST 5TH STREET
    WINONA,MN55987     		    GENERAL SUPPORT 6,000
    FROZEN RIVER FILM FESTIVAL
    164 E THIRD STREET
    WINONA,MN55987     		    GENERAL SUPPORT 3,000
    FUSE SCHOOL
    110 HARTWELL AVENUE SUITE 100
    LEXINGTON,MA02421     		    GENERAL SUPPORT 25,000
    GENTRY ACADEMY FOUNDATION
    1420 COUNTY ROAD E EAST
    ST PAUL,MN55110     		    SCHOLARSHIP FUND 20,000
    GRACE PLACE
    66 E 2ND ST
    WINONA,MN55987     		    WHERE NEEDED TO HELP WOMEN, CHILDREN AND FAMILIES 7,000
    GREAT RIVER SHAKESPEARE FESTIVAL
    79 E 3RD ST
    WINONA,MN55987     		    ENRICH PEOPLE'S LIVES WITH DYNAMIC AND CLEARLY SPOKEN PRODUCTIONS OF SHAKESPEARE'S PLAYS 30,000
    GREATER MINNEAPOLIS CRISIS NURSERY
    4544 4TH AVE S
    MINNEAPOLIS,MN55419     		    AREA OF GREATEST NEED 15,000
    GUADELUPE CENTER
    1015 AVENIDA CESAR EAST CHAVEZ
    KANSAS CITY,MO64108     		    GENERAL SUPPORT 150,000
    H20 FOR LIFE
    1310 HWY 96 E 235
    ST PAUL,MN55110     		    GENERAL SUPPORT 3,000
    HABITAT FOR HUMANITY WINONA
    126 N BAKER ST
    WINONA,MN55987     		    RESTORE WINONA CAMPAIGNGENERAL SUPPORT 101,000
    HALEY HOUSE
    12 DADE ST
    ROXBURY,MA02119     		    GENERAL SUPPORT 5,000
    HEARTBEAT PREGNANCY CENTER
    621 RUSSELL BLVD
    NACOGDOCHES,TX75965     		    GENERAL SUPPORT 30,000
    HEIFER INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AR72202     		    END HUNGER AND POVERTY AROUND THE WORLD BY PROVIDING LIVESTOCK AND TRAINING TO STRUGGLING COMMUNITIES 5,000
    HERITAGE MIDDLE SCHOOL
    121 BUTLER AVE W
    WEST SAINT PAUL,MN55118     		    PROGRAM TO PROMOTE EDUCATION; STAFF TRAINING 20,500
    HERMITS OF ST MARY OF CARAMEL
    33005 STINSON RIDGE ROAD
    HOUSTON,MN55943     		    GENERAL SUPPORT 6,000
    HOLY REDEEMER SCHOOL
    205 VINE AVENUE WEST
    MONTGOMERY,MN56069     		    SCHOLARSHIP FUND - IN MEMORY OF NANCY WERNER 2,500
    HOME FOR LITTLE WANDERERS
    10 GUEST STREET
    BOSTON,MA02135     		    GENERAL SUPPORT 5,000
    HURRY BACK PRODUCTIONS
    1115 WEST BROADWAY ST
    WINONA,MN55987     		    GENERAL SUPPORT 169,000
    JEREMIAH PROGRAM
    1510 LAUREL AVE SUITE 100
    MINNEAPOLIS,MN55403     		    TRANSFORM FAMILIES FROM POVERTY TO PROSPERITY 10,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    3001 METRO DR 100
    BLOOMINGTON,MN55425     		    JDRF WALK TEAM CAROLINE 11,000
    KALBAS CHARITABLE FOUNDATION
    410 MERRIMACK STREET
    MANCHESTER,NH031034145     		    DISASTER RELIEF FUND 2,500
    KAUA'I HUMANE SOCIETY
    3-825 KAUMUALII HWY
    LIHUE,HI96766     		    GENERAL SUPPORT 5,000
    KCC - POLAND
    PO BOX 378
    WINONA,MN55987     		    2020 KASHUBIAN CAPITAL FESTIVAL 5,000
    KELVAR MAIR FOUNDATION
    PO BOX 8
    HASTINGS,MN55033     		    CATS MEOW DOGS BARK CAMPAIGN 10,000
    LEX EAT TOGETHER
    6 MERIAM ST
    LEXINGTON,MA02420     		    FOOD SHELF DONATION 5,000
    LEXINGTON INTERFAITH FOOD PANTRY
    PO BOX 635
    LEXINGTON,MA02420     		    FOOD PANTRY 10,000
    LORAS COLLEGE
    1450 ALTA VISTA STREET
    DUBUQUE,IA52001     		    SCHOLARSHIP FUND 5,000
    LOYOLA UNIVERSITY
    1032 W SHERIDAN RD
    CHICAGO,IL60660     		    ANNUAL GIFT 5,000
    MARQUETTE UNIVERSITY
    1250 W WISCONSIN AVE
    MILWAUKEE,WI53233     		    COMMUNICATIONS SCHOLARSHIPALUMNI EVENT 510,000
    MAYO MEDICAL FOUNDATION
    200 FIRST STREET SOUTHWEST
    ROCHESTER,MN55905     		    GENERAL SUPPORT 5,000
    MENDOTA ELEMENTARY
    1979 SUMMIT LANE
    MENDOTA HEIGHTS,MN55118     		    GENERAL SUPPORT 5,000
    MINNESOTA LITERACY COUNCIL
    700 RAYMOND AVE 180
    ST PAUL,MN55114     		    LITERACY SERVICES FOR CHILDREN AND ADULTS 20,000
    MINUTEMAN SENIOR SERVICES
    26 CROSBY DR
    BEDFORD,MA01730     		    GENERAL SUPPORT TO SENIOR SERVICES IN THE BOSTON AREA 20,000
    MN BEETHOVEN FESTIVAL
    700 TERRACE HEIGHTS
    WINONA,MN55987     		    DIRECTOR'S CIRCLE SPONSORSHIP 25,000
    MN PRIVATE COLLEGE FUND
    445 MINNESOTA STREET SUITE 500
    ST PAUL,MN55101     		    SCHOLARSHIP FUND 2,500
    MORRIE MILLER FOUNDATION
    580 E FRONT ST
    WINONA,MN55987     		    GOLF TOURNAMENT SPONSOR 10,000
    MOUSAM LAKE REGION ASSOCIATION
    PO BOX 333
    SPRINGVALE,ME04083     		    PRESERVATION FUND 2,500
    MOVEMBER
    PO BOX 1595
    CULVER CITY,CA90232     		    CANCER AWARENESS 2,050
    NATIONAL EAGLE CENTER
    50 PEMBROKE AVENUE
    WABASHA,MN55981     		    GENERAL SUPPORT 2,500
    NATIONAL PARK FOUNDATION
    1500 K STREET NW STUITE 700
    WASHINGTON,DC20005     		    GENREAL SUPPORT 7,539
    NCH HEALTHCARE SYSTEM
    350 7TH STREET NORTH
    NAPLES,FL341025754     		    GENERAL SUPPORT 100,000
    NEIGHBORS INC
    222 GRAND AVE W
    SOUTH ST PAUL,MN55075     		    SOCIAL SERVICES AGENCY 25,000
    NEWTON COUNTRY DAY SCHOOL
    785 CENTRE STREET
    NEWTON,MA02458     		    GENERAL SUPPORT 25,000
    OLMSTED MEDICAL CENTER
    210 NINTH STREET SE
    ROCHESTER,MN55904     		    MAYO NEONATOLOGY PARTNERSHIP PROGRAM FOR 2 YEARS OF STARTUP 18,578
    OPERATION SMILE
    3641 FACULTY BOULEVARD
    VIRGINIA BEACH,VA23453     		    HELP TREAT FACIAL DEFORMITIES IN CHILDREN 5,000
    OUR DAILY BREAD
    PO BOX 2222
    GRAND RAPIDS,MI49501     		    GENERAL SUPPORT 5,000
    POLISH CULTURAL INSTITUTE
    102 LIBERTY STREET
    WINONA,MN55987     		    GENERAL SUPPORT 6,000
    PREGNANCY HEALTH OFFICE
    61 SOUTH AVENUE
    NATICK,MA01760     		    GENERAL SUPPORT 10,000
    READY SET SCHOOL
    51 E 4TH STREET SUITE 404
    WINONA,MN55987     		    GENERAL SUPPORT 2,000
    ROSIE'S PLACE
    889 HARRISON AVE
    BOSTON,MA02118     		    GENERAL SUPPORT 5,000
    SAINT BENEDICT CLASSICAL ACADEMY
    2 PLEASANT STREET
    SOUTH NATICK,MA017605622     		    GENERAL SUPPORT 50,000
    SAINT MARY'S UNIVERSITY
    700 TERRACE HEIGHTS
    WINONA,MN55987     		    FIRST GENERATION FUND 10,000
    SAINT SEBASTIAN'S SCHOOL
    1191 GREENDALE AVENUE
    NEEDHAM,MA02492     		    GENERAL SUPPORT 25,000
    SALVATION ARMY
    1443 W SERVICE DR
    WINONA,MN55987     		    WINONA CHAPTER GENERAL FUND 5,000
    SAN MARCO CATHOLIC CHURCH
    851 SAN MARCO ROAD
    MARCO ISLAND,FL34145     		    GENERAL SUPPORT 10,000
    SAVE THE BOUNDARY WATERS
    206 EAST SHERIDAN STREET
    ELY,MN55731     		    GENERAL SUPPORT 5,000
    SECOND HARVEST HEARTLAND
    7101 WINNETKA AVENUE NORTH
    BROOKLYN PARK,MN55428     		    GENERAL SUPPORT 15,000
    SHAPLEIGH MEMORIAL SCHOOL
    467 SHAPLEIGH CORNER ROAD
    SHAPLEIGH,ME04076     		    GENERAL SUPPORT 5,500
    SHARING AND CARING HANDS
    525 N 7TH STREET
    MINNEAPOLIS,MN55405     		    GENERAL SUPPORT 2,500
    SIMON SAYS GIVE
    3440 FEDERAL DRIVE 230
    EAGAN,MN55122     		    GENERAL SUPPORT 2,500
    SINSINAWA DOMINICAN SISTERS
    585 COUNTY ROAD Z
    SINSINAWA,WI53824     		    NORTH MINNEAPOLIS RESIDENCE CAMPAIGN 4,000
    SISTERS OF SAINT FRANCIS
    1001 14TH STREET NW 100
    ROCHESTER,MN55901     		    DONATION IN MEMORY OF SISTER ETHYLIND LOUDNER 4,000
    SISTERS OF ST JOSEPH
    1884 RANDOLPH AVENUE
    ST PAUL,MN55105     		    GENERAL SUPPORT 5,000
    ST THOMAS ACADEMY
    949 MENDOTA HEIGHTS RD
    MENDOTA HEIGHTS,MN55120     		    AQUINAS FUND 15,000
    ST BRIGID'S PARISH
    2001 MASSACHUSETTS AVENUE
    LEXINGTON,MA02421     		    AREA OF MOST NEED 5,000
    ST ELIZABETH'S MEDICAL FOUNDATION
    1200 5TH GRANT BLVD W
    WABASHA,MN55981     		    LUCILLE BURRICHTER SCHOLARSHIP FUND 5,000
    ST JOHN NEUMANN HIGH SCHOOL
    3000 53RD STREET SOUTHWEST
    NAPLES,FL34116     		    GENERAL SUPPORT 25,000
    ST JOHN'S UNIVERSITY
    2850 ABBEY RD
    COLLEGEVILLE,MN56321     		    ALUMNI FUND; STUDENT FUND 5,500
    ST MARY'S CEMETERY
    1333 HOMER RD
    WINONA,MN55987     		    GENERAL SUPPORT 3,000
    ST MARY'S CENTER - ALVERNA CENTER
    1175 WEST WABASHA STREET
    WINONA,MN55987     		    GENERAL SUPPORT 5,000
    ST MARY'S MISSION SCHOOL
    15341 ST MARYS MISSION RD
    RED LAKE,MN56671     		    GENERAL SUPPORT 3,000
    ST STANISLAUS KOSTKA
    625 E 4TH ST
    WINONA,MN55987     		    FALL FEST SPONSOROPERATING EXPENSESGENERAL SUPPORT 72,500
    ST VINCENT DEPAUL SOCIETY
    617 THIRD AVENUE NORTHWEST
    FARIBAULT,MN55021     		    GENERAL SUPPORT 15,000
    THE 30 DAYS FOUNDATION
    8014 OLSON MEMORIAL HWY
    GOLDEN VALLEY,MN55427     		    GENERAL SUPPORT 10,000
    THE CHILDREN'S ROOM
    1210 MASSACHUSETTS AVENUE
    ARLINGTON,MA02476     		    GENERAL SUPPORT 10,000
    THE COTTING SCHOOL
    453 CONCORD AVE
    LEXINGTON,MA02421     		    GENERAL FUND 10,000
    THE FAMILY CHURCH
    3836 NORTHEAST STINSON BOULEVARD
    COLUMBIA HEIGHTS,MN55421     		    GENERAL SUPPORT 15,000
    UNIVERSITY OF MINNESOTA FOUNDATION
    200 OAK STREET SE SUITE 500
    MINNEAPOLIS,MN554552010     		    GAVIN QUIMBY MEDICAL RESEARCH FUNDGOLF FORE DIABETES RESEARCH 10,000
    UNIVERSITY OF NOTRE DAME
    1251 NORTH EDDY STREET SUITE 300
    SOUTH BEND,IN46617     		    SCHOLARSHIP FUND 5,000
    VISITATION MONASTERY OF MPLS
    1527 FREMONT AVE N
    MINNEAPOLIS,MN55411     		    IN HONOR OF SR. MARY PAULA MCCARTHY 20,000
    WE CARE PROJECT
    206 FERGUS AVENUE
    MORGAN,MN56266     		    FOOD SHELF DONATION 10,000
    WINONA AREA CATHOLIC SCHOOLS
    602 E 5TH ST
    WINONA,MN55987     		    TUITION PROGRAMPRESENTATIONSMISC ASSISTANCE 373,000
    WINONA AREA HUMANE SOCIETY
    1112 E BROADWAY ST
    WINONA,MN55987     		    GENERAL SUPPORT 7,000
    WINONA COMMUNITY FOUNDATION
    111 E RIVERFRONT STREET SUITE 2
    WINONA,MN55987     		    NORDIC SKI CLUB 2,500
    WINONA COUNTY HISTORICAL SOCIETY
    160 JOHNSON ST
    WINONA,MN55987     		    ENDOWMENT 25,000
    WINONA GOODFELLOWS FUND
    51 E 4TH STREET SUITE 314
    WINONA,MN55987     		    SUPPORT FOR THOSE IN NEED 2,500
    WINONA ORC
    1053 E MARK STREET
    WINONAM,MN55987     		    MAKING THE DIFFERENCE CAMPAIGN 3,000
    WINONA VOLUNTEER SERVICES
    402 E 2ND ST
    WINONA,MN55987     		    CHILDREN'S BACKPACK PROGRAMANNUAL FUND DRIVE 40,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVENUE NW 6TH FLOOR
    WASHINGTON,DC20001     		    FOOD SHELF DONATION 4,000
    WSU FOUNDATION
    PO BOX 5838
    WINONA,MN55987     		    WARRIOR WADDLE SPONSORSHIPGENERAL FUNDING 7,000
    YMCA OF THE GREATER TWIN CITIES
    651 NICOLLET MALL STE 500
    MINNEAPOLIS,MN55402     		    CAMP WIDJIWAGAN - SUPPLIES AND SCHOLARSHIPS 10,000
    ZOO MIAMI FOUNDATION
    12400 SOUTHWEST 152 STREET
    MIAMI,FL33177     		    GENERAL SUPPORT 5,000
    Total .................................bullet 3a 3,008,917
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 154,934  
    4 Dividends and interest from securities....     14 1,026,535  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 692,467  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,873,936 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,873,936
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    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
    SLAGGIE FAMILY FOUNDATION
     
    Employer identification number

    41-1878894
    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
    SLAGGIE FAMILY FOUNDATION
          		Employer identification number
    41-1878894
    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
    1
    NIPPER NCLA TRUST NO 1
     
    216 LAKE PARK DR
     
    WINONA, MN55987

    		$ 1,804,520


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    NIPPER NCLA TRUST NO 2
     
    216 LAKE PARK DR
     
    WINONA, MN55987

    		$ 120,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    NIPPER NCLA TRUST NO 3
     
    216 LAKE PARK DR
     
    WINONA, MN55987

    		$ 1,804,520


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    STEPHEN SLAGGIE
    1870 RALPH SCHARMER DR
     
    WINONA, MN55987

    		$ 5,000,000


    (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
    SLAGGIE FAMILY FOUNDATION
          		Employer identification number

    41-1878894
    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
    SLAGGIE FAMILY FOUNDATION
          		Employer identification number

    41-1878894
    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:  

    TY 2020 AccountingFeesSchedule
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 19,310 1,931 0 17,379

    TY 2020 CashDeemedCharitableExplnStmt
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    Explanation:
    AVERAGE ANNUAL CHARITABLE DONATIONS FROM 2013 THROUGH 2020

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS 6,464,251 6,743,108

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS 43,132,672 52,595,432

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    159,275
    State & Local Government Securities - End of Year Fair Market Value:


    159,275


    TY 2020 LandEtcSchedule2
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    WINONA WATERS OFFICE 8,500 0 8,500  
    FURNITURE 3,173 0 3,173  


    TY 2020 OtherAssetsSchedule
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PTP INVESTMENT -20,730 -26,177 -26,177


    TY 2020 OtherExpensesSchedule
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 2,096 210 0 1,886
    MN REGISTRATION FEE 25 0 0 25
    MISCELLANEOUS EXPENSE 8,346 835 0 7,511
    DUES & SUBSCRIPTIONS 426 43 0 383
    PTP LOSSES 11,533 11,533 0 0


    TY 2020 OtherLiabilitiesSchedule
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    Description Beginning of Year - Book Value End of Year - Book Value
    MARGIN PAYABLE 5,492 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 717,008 717,008 0 0
      0 0 0 0


    TY 2020 SubstantialContributorsSch
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    Name Address
    NIPPER NCLA TRUST NO 1
          		216 LAKE PARK DR
    WINONA,MN55987
    STEPHEN M SLAGGIE 1870 RALPH SCHARMER DR
    WINONA,MN55987
    BARBARA SLAGGIE 1870 RALPH SCHARMER DR
    WINONA,MN55987
    NIPPER NCLA TRUST NO 2
          		216 LAKE PARK DR
    WINONA,MN55987
    NIPPER NCLA TRUST NO 3
          		216 LAKE PARK DR
    WINONA,MN55987


    TY 2020 TaxesSchedule
    Name:
    SLAGGIE FAMILY FOUNDATION
    EIN:
    41-1878894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 135,461 135,461 0 0
    FOREIGN TAXES 20,499 20,499 0 0