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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE AFFINITY PLUS FEDERAL CREDIT UNION F
 
Number and street (or P.O. box number if mail is not delivered to street address)175 WEST LAFAYETTE ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST PAUL, MN55107
A Employer identification number

41-1974262
B Telephone number (see instructions)

(651) 291-3700
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$623,037
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 297,089
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,704 2,704 2,704
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 83,371 0 83,371
12 Total. Add lines 1 through 11........ 383,164 2,704 86,075
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)......... 10,420 0 0 0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 36 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 29,003 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,459 0 0 0
25 Contributions, gifts, grants paid....... 407,121 407,121
26 Total expenses and disbursements. Add lines 24 and 25 446,580 0 0 407,121
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -63,416
b Net investment income (if negative, enter -0-) 2,704
c Adjusted net income (if negative, enter -0-)... 86,075
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 715,970 622,112 622,112
3 Accounts receivable bullet925
Less: allowance for doubtful accounts bullet   25 925 925
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 715,995 623,037 623,037
Liabilities 17 Accounts payable and accrued expenses.......... 5,000  
18 Grants payable................. 24,542  
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 29,542 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........... 668,703 605,287
25 Net assets with donor restrictions............ 17,750 17,750
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 686,453 623,037
30 Total liabilities and net assets/fund balances (see instructions). 715,995 623,037
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
686,453
2
Enter amount from Part I, line 27a .....................
2
-63,416
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
623,037
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
623,037
Form 990-PF (2021)
Form 990-PF (2021)
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 38
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 38
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
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 0
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 38
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletAFFINITYPLUSFOUNDATION.ORG
    14
    The books are in care ofbulletAFFINITY PLUS FEDERAL CREDIT UNION Telephone no.bullet (651) 291-3700

    Located atbullet175 WEST LAFAYETTE ROADST PAULMN ZIP+4bullet55107
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    JESSICA VOLKMANN BOARD MEMBER
    1.00
    0 0 0
    175 W LAFAYETTE ROAD
    ST PAUL,MN55016
    JOEL SWANSON BOARD TREASURER
    2.00
    0 0 0
    175 W LAFAYETTE ROAD
    ST PAUL,MN55016
    JACQUIE TWEDT BOARD MEMBER
    1.00
    0 0 0
    175 W LAFAYETTE ROAD
    ST PAUL,MN55016
    AMBER SHANLEY BOARD MEMBER
    1.00
    0 0 0
    175 W LAFAYETTE ROAD
    ST PAUL,MN55016
    ANN KOETZ BOARD CHAIR
    2.00
    0 0 0
    175 W LAFAYETTE ROAD
    ST PAUL,MN55016
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    799,681
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    799,681
    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
    799,681
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    11,995
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    787,686
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    39,384
    Part X
    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 IX, line 6..................
    1
    39,384
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    38
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    38
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    39,346
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    39,346
    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 XII, line 1 ...
    7
    39,346
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 39,346
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 137,390
    b From 2017...... 165,021
    c From 2018...... 75,191
    d From 2019...... 120,705
    e From 2020...... 246,524
    f Total of lines 3a through e ........ 744,831
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 407,121
    a Applied to 2020, but not more than line 2a 0
    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 2021 distributable amount..... 39,346
    e Remaining amount distributed out of corpus 367,775
    5 Excess distributions carryover applied to 2021. 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 1,112,606
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    137,390
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    975,216
    10 Analysis of line 9:
    a Excess from 2017.... 165,021
    b Excess from 2018.... 75,191
    c Excess from 2019.... 120,705
    d Excess from 2020.... 246,524
    e Excess from 2021.... 367,775
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    AFFINITY PLUS FOUNDATION
    175 WEST LAFAYETTE FRONTAGE ROAD
    SAINT PAUL,MN55107
    (651) 200-6800
    INFO@AFFINITYPLUS.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    ONLINE APPLICATION PROCESS. APPLICATION INCLUDES THE FOLLOWING: 1) MOST RECENT HIGH SCHOOL/COLLEGE TRANSCRIPTS WITH GPA. ORIGINAL OR A COPY THEREOF 2) ONE PAGE PERSONAL ESSAY ANSWERING THE FOLLOWING QUESTION, "WHY WOULD THE AFFINITY PLUS FOUNDATION SCHOLARSHIP COMMITTEE CHOOSE YOU TO RECEIVE AND REPRESENT THE FOUNDATION SCHOLARSHIP?" 3) TWO LETTERS OF RECOMMENDATION - MASTER'S/DOCTORAL STUDENTS & NONTRADITIONAL STUDENTS ONLY 4) APPLICANT MUST BE A PRIMARY MEMBER OF AFFINITY PLUS FEDERAL CREDIT UNION PRIOR TO JANUARY 31, 2020.
    cAny submission deadlines:
    APPLICANT MUST BE A PRIMARY MEMBER OF AFFINITY PLUS FEDERAL CREDIT UNION PRIOR TO JANUARY 31, 2020.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    - APPLICANT MUST BE A PART OR FULL-TIME STUDENT IN GOOD STANDING ATTENDING ONE OF THE FOLLOWING UNIVERSITIES BEMIDJI STATE UNIVERSITY, MINNESOTA STATE UNIVERSITY - MANKATO, MINNESOTA STATE UNIVERSITY - MOORHEAD, ST CLOUD STATE UNIVERSITY, UNIVERSITY OF MINNESOTA - TWIN CITIES, OR WINONA STATE UNIVERSITY - APPLICANT MUST BE A PRIMARY MEMBER IN GOOD STANDING OF AFFINITY PLUS FEDERAL CREDIT UNION OR MEET MEMBERSHIP ELIGIBILITY REQUIREMENTS AND JOIN THE CREDIT UNION PRIOR TO SUBMITTING A SCHOLARSHIP APPLICATION - PREVIOUS WINNERS OF ANY AFFINITY PLUS FOUNDATION SCHOLARSHIP OR SUBSTANTIAL CONTRIBUTORS TO THE AFFINITY PLUS FOUNDATION ARE NOT ELIGIBLE FOR THE SCHOLARSHIP AFFINITY PLUS FEDERAL CREDIT UNION AND AFFINITY PLUS FOUNDATION EMPLOYEES OR BOARD MEMBERS ALSO ARE INELIGIBLE ADDITIONALLY, AFFINITY PLUS FOUNDATION SCHOLARSHIP COMMITTEE MEMBERS AND THEIR IMMEDIATE FAMILIES (DEFINED AS SPOUSES, CHILDREN, BROTHERS, SISTERS AND PARENTS) ARE NOT ELIGIBLE.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    COMMUNITY EMERGENCY ASSISTANCE PROGRAM
    7051 BROOKLYN BLVD
    MINNEAPOLIS,MN55429
      PC GRANT INCREASED ACCESS TO HEALTHY FOOD THROUGH THE MOBILE FOOD TRUCK. 5,000
    MY VERY OWN BED
    34 13TH AVE NE 106
    MINNEAPOLIS,MN55413
      PC GRANT PROVIDED 16 CHILDREN A BED AND DREAM KIT THROUGH THE BED DELIVERY PROGRAM. 5,000
    THE LIFT GARAGE
    2401 E LAKE ST
    MINNEAPOLIS,MN55406
      PC GRANT SUPPORT FOR INSPECTIONS, MOBILE DIAGNOSTICS VAN, CAR CARE CLASSES, AND EXPRESS SERVICES. 5,000
    COOKIE CART
    1119 W BROADWAY AVENUE
    MINNEAPOLIS,MN55411
      PC GRANT SUPPORT FOR THE FINANCIAL LITERACY TRAINING PROGRAM FOR YOUTH. 5,000
    WILDFLYER COFFEE
    3262 MINNEHAHA AVE
    MINNEAPOLIS,MN55406
      PC GRANT EMPLOYMENT OF 20-25 YOUTH FACING HOMELESSNESS. 5,000
    LOVELY'S SEWING & ARTS
    121 N WASHINGTON AVE
    MINNEAPOLIS,MN55401
      PC GRANT SUPPORT FOR THE FINANCIAL LITERACY AND MONEY MANAGEMENT PROGRAM FOR YOUTH. 5,000
    CHICAGO AVENUE FIRE ARTS CENTER
    3749 CHICAGO AVE
    MINNEAPOLIS,MN55407
      PC GRANT SUPPORT THE EXPANSION PROGRAM TO INCLUDE MORE ART AND TEACHING SPACES. 5,000
    PROJECT LEGACY
    930 40TH ST NW
    ROCHESTER,MN55901
      PC GRANT SUPPORT FOR THE LEGACY SCHOLARS PROGRAM FOR FIRST GENERATION BIPOC COLLEGE STUDENTS. 5,000
    BOYS AND GIRLS CLUB OF ROCHESTER
    1026 E CENTER ST SUITE 1
    ROCHESTER,MN55904
      PC GRANT SUPPORT FOR THE POSITIVE ACTION PROGRAM FOR LOCAL YOUTH. 5,000
    THREE RIVERS COMMUNITY ACTION PARTNERSHIP
    300 11TH AVE 110
    ROCHESTER,MN55901
      PC GRANT SUPPORT FOR THE ACHIEVE HOMEOWNERSHIP PROGRAM FOR CULTURALLY AND ETHNICALLY DIVERSE HOUSEHOLDS. 5,000
    360 COMMUNITIES
    501 E HIGHWAY 13 SUITE 112
    BURNSVILLE,MN55337
      PC GRANT PROVIDED GENERAL RESOURCES TO MEET BASIC NEEDS AND CREATE SAFETY AND STABILITY. 5,000
    CLUES
    777 E LAKE ST
    MINNEAPOLIS,MN55407
      PC GRANT SUPPORT FOR THE YOUTH AT WORK PROJECT FOR LOW-INCOME, LATINO AND IMMIGRANT YOUTH. 5,000
    GENESYS WORKS TWIN CITIES
    445 MINNESOTA STREET SUITE 720
    ST PAUL,MN55101
      PC GRANT SUPPORT FOR COLLEGE AND CAREER CONNECTIONS FOR HIGH SCHOOL INTERNS. 5,000
    AURORAST ANTHONY NEIGHBORHOOD DEV CORP
    360 UNIVERSITY AVE W SUITE103
    ST PAUL,MN55104
      PC GRANT SUPPORT IN BUILDING THE FIRE YOUR BOSS PROGRAM THAT TARGETS ENTREPRENUERS. 5,000
    EVERY MEAL
    2723 PATTON RD
    ROSEVILLE,MN55113
      PC GRANT PROVIDED 20 CHILDREN WITH MEALS THROUGH THE WEEKEND FOOD PROGRAM. 5,000
    ARTS CENTER OF SAINT PETER
    315 S MINNESOTA AVE
    ST PETER,MN56082
      PC GRANT SUPPORT FOR EDUCATION PROGRAMS IN CLAY, CREATIVE WRITING, AND FIBER ARTS. 5,000
    LUTHERAN SOCIAL SERVICES
    2485 COMO AVENUE
    SAINT PAUL,MN55108
      PC GRANT SUPPORT FOR FINANCIAL COUNSELING FOR FINANICAL STABILITY. 5,000
    WESTERN LAKE SUPERIOR HABITAT FOR HUMANITY
    625 HUGHITT AVE
    SUPERIOR,WI54880
      PC GRANT SUPPORT FOR THE CAPACITY BUILDING AND PROGRAM SUPPORT INITIATIVE. 5,000
    COMMUNITY ACTION DULUTH
    2424 W 5TH ST 102
    DULUTH,MN55806
      PC GRANT SUPPORT FOR THE TRANSPORTATION PROGRAM FOR INDIVIDUALS WITHOUT ACCESS. 5,000
    ENRICHMENT OPERATION
    1010 13TH ST S
    MOORHEAD,MN56560
      PC GRANT SUPPORT THE PHYSICAL HEALTH AND WELLNESS PROGRAM TO SHOW KIDS HEALTHY HABITS 5,000
    LUCY LANEY AT CLEVELAND PARK COMMUNITY SCHOOL
    3333 PENN AVE N
    MINNEAPOLIS,MN55412
      PC GRANT CONTINUE THE MISSION OF BEING A POSTIVE OUTLET AND SAFE HAVEN FOR YOUTH. 2,000
    EL COLEGIO HIGH SCHOOL
    4137 BLOOMINGTON AVE
    MINNEAPOLIS,MN55407
      PC GRANT PROVIDE HANDS-ON STEM AND COMPUTER SCIENCE ACTIVITIES. 2,000
    ROOSEVELT HIGH SCHOOL
    4029 28TH AVE SOUTH
    MINNEAPOLIS,MN55406
      PC GRANT INCREASE COLD STORAGE CAPACITY FOR THE CULINARY ARTS PROGRAM. 2,000
    SHERIDAN DUAL LANGUAGE MAGNET
    1201 UNIVERSITY AVE NE
    MINNEAPOLIS,MN55413
      PC GRANT PURCHASE OF NEW BOOK SETS WRITTEN BY LATINX AUTHORS. 2,000
    BATTLE CREEK ELEMENTARY
    60 RUTH ST S
    ST PAUL,MN55119
      PC GRANT REPLACE OCCUPATIONAL THERAPY TOYS AND MATERIALS FOR STUDENTS 2,000
    GREAT RIVER SCHOOL
    1326 ENERGY PARK DR
    ST PAUL,MN55108
      PC GRANT PROVIDE SUPPLIES AND MATERIALS FOR HANDS-ON LEARNING PROJECTS. 2,000
    BROOKLYN CENTER HIGH SCHOOL
    6500 N HUMBOLDT AVE
    BROOKLYN CENTER,MN55430
      PC GRANT SUPPORT FOR EXPERIENTIAL LEARNING OPPORTUNITIES OUTSIDE OF THE TRADITIONAL CLASSROOM. 2,000
    MAPLE GROVE MIDDLE SCHOOL
    7000 HEMLOCK LN N
    MAPLE GROVE,MN55369
      PC GRANT SUPPORT FOR THE RECOGNIZED ASCA MODEL PROGRAM THAT LOOKS TO IMPROVE STUDENT OUTCOMES. 2,000
    SARTELL MIDDLE SCHOOL
    748 7TH ST NORTH
    SARTELL,MN56377
      PC GRANT SUPPORT FOR SEVERAL ON-GOING PROGRAMS SUCH AS BLANKET DONATIONS. 2,000
    MYERS WILKENS ELEMENTARY
    1027 N 8TH AVE E
    DULUTH,MN55805
      PC GRANT ENHANCE THE DEVELOPMENTAL COGNITIVELY DELAYED MILD TO MODERATE LEVEL 3 ENVIRONMENT. 2,000
    THE LANDING MN INC
    426 3RD AVE SE
    ROCHESTER,MN55904
      PC GRANT SUPPORT FOR THE MOBILE OUTREACH UNIT THAT HAS RESOURCES FOR THE HOMELESS. 5,000
    LINCOLN ELEMENTARY SCHOOL
    502 MINNESOTA AVE NW
    BEMIDJI,MN56601
      PC GRANT PROVIDED A NEW PLAY STRUCTURE ON THE SCHOOL PLAYGROUND. 5,000
    FIREFIGHTERS FOR HEALING
    816 PORTLAND AVE
    MINNEAPOLIS,MN55404
      PC GRANT SENT 25 KIDS TO CAMP RED. 25,000
    FOSTER ADVOCATES
    1425 MINNEHAHA AVE E 600-761
    ST PAUL,MN55106
      PC GRANT PROVIDED OPPORTUNITIES TO FOSTER KIDS WHO HAVE AGED OUT. 5,000
    CENTRAL LAKES COLLEGE FOUNDATION
    501 W COLLEGE DR
    BRAINERD,MN56401
      PC GRANT OPENED A MINI MOBILE PANTRY ON CAMPUS THAT IS ACCESSIBLE TO ALL STUDENTS. 5,000
    UNITED WAY OF CENTRAL MN
    921 1ST ST N 200
    ST CLOUD,MN56303
      PC GRANT PROVIDED AN EXTRA 200 MEALS AT THE END OF SUMMER BASH. 2,000
    GREATER ST CLOUD PUBLIC SAFETY FOUNDATION
    101 11TH AVE N
    ST CLOUD,MN56303
      PC GRANT PURCHASE OF A NEW KITCHEN TABLE AT THE COP HOUSE. 2,500
    LIFE HOUSE
    102 W FIRST STREET
    DULUTH,MN55802
      PC GRANT SUPPORT FOR A NEW COFFEE BAR, AN OUTDOOR COMMON AREA, AND BASIC SUPPLIES. 5,000
    MINNESOTA COMPUTERS FOR SCHOOLS
    504 MALCOLM AVE SE SUITE 100
    MINNEAPOLIS,MN55414
      PC GRANT PROVIDED 235 COMPUTERS TO LOCAL STUDENTS. 36,000
    MINNESOTA COMPUTERS FOR SCHOOLS
    504 MALCOLM AVE SE SUITE 100
    MINNEAPOLIS,MN55414
      PC GRANT PROVIDED 235 COMPUTERS TO LOCAL STUDENTS. 6,621
    SKI DOX
    PO BOX 231
    ORONOCO,MN55960
      PC GRANT PROVIDED ADAPTIVE SKI EQUPIMENT AND FUNDED THE ADAPTIVE WATERSKI EVENT. 5,000
    MAGNUS VETERANS FOUNDATION
    16861 N DIAMOND LAKE RD
    DAYTON,MN55327
      PC GRANT SUPPORT FOR THE WELLNESS CLINIC WHERE SHELTER AND CARE ARE PROVIDED TO VETERANS. 5,000
    MAJESTIC HILLS RANCH
    24580 DAKOTA AVE
    LAKEVILLE,MN55044
      PC GRANT SUPPORT FOR THE CHILDREN'S PROGRAM AND THE HEROES ON HORSEBACK PROGRAM. 5,000
    RISE
    8406 SUNSET ROAD NE
    SPRING LAKE PARK,MN55432
      PC GRANT SUPPORT FOR THE MINNESOTA EMPLOYMENT CENTER FOR DEAF INDIVIUALS SEEKING EMPLOYMENT. 5,000
    GREAT TAIL ANIMAL RESCUE
    201 NW 4TH ST
    GRAND RAPIDS,MN55744
      PC GRANT SUPPORT FOR THE BUILDING OF A NEW ANIMAL SHELTER. 5,000
    BOYS AND GIRLS CLUB OF THE RED RIVER
    2500 18TH ST S
    FARGO,ND58103
      PC GRANT PROVIDED SCIENCE, TECHNOLOGY, ENGINEERING, ARTS, AND MATHEMATICS KITS TO KIDS. 6,000
    URBAN BOAT BUILDERS
    2288 UNIVERSITY AVE W
    ST PAUL,MN55114
      PC GRANT SUPPORT FOR STUDENTS AND SCHOOLS TO SIGN UP FOR THE PARTNERSHIP PROGRAM. 5,000
    ISANTI COUNTY BEYOND THE YELLOW RIBBON
    555 18TH AVE SW
    CAMBRIDGE,MN55008
      PC GRANT PROVIDED BASIC NEEDS TO VETERANS IN ISANTI COUNTY. 5,000
    WOMENS PRISON BOOK PROJECT
    3751 17TH AVE S SUITE 102
    MINNEAPOLIS,MN55407
      PC GRANT PROVIDED BOOKS TO WOMEN/TRANSGENDER INDIVIDUALS IN PRISON WITH NON VIOLENT CRIMES. 5,000
    BEMIDJI SENIOR CENTER
    216 3RD ST NW
    BEMIDJI,MN56601
      PC GRANT PURCHASED NEW SOUND EQUIPMENT AND CHAIRS FOR THEIR MUSIC THURSDAYS. 5,000
    BIO GIRLS INC
    4225 38TH ST S SUITE 202
    FARGO,ND58104
      PC GRANT SUPPORT FOR THE SELF-ESTEEM BUILDING PROGRAM FOR GIRLS GRADES 2-6. 1,000
    EVERY CHILDS DREAM
    111 E RIVERFRONT ST SUITE 2
    WINONA,MN55987
      PC GRANT FUNDED THE BUILDING OF A PAVILLION AND SEATING AREA AT THE NEW ALL-INCLUSIVE PLAYGROUND 5,000
    URBAN BOAT BUILDERS
    2288 UNIVERSITY AVE W
    ST PAUL,MN55114
      PC GRANT SUPPORT FOR STUDENTS AND SCHOOLS TO SIGN UP FOR THE PARTNERSHIP PROGRAM. 10,000
    FACE TO FACE
    1165 ARCADE STREET
    SAINT PAUL,MN55106
      PC GRANT SUPPORT FOR THE MEDICIAL CLINIC AND THE DROP-IN SHELTER. 5,000
    UNITED HEROES LEAGUE
    15211 RAVENNA TRAIL
    HASTINGS,MN55033
      PC GRANT STARTED THE ARCHERY PROGRAM AND CLASSES. 5,000
    COMMUNITY CAFE
    1651 JEFFERSON PKWY HS-200
    NORTHFIELD,MN55057
      PC GRANT PROVIDED TWO WEEKS OF MEALS AT THE COMMUNITY CAFE. 1,800
    COMMUNITY ACTION CENTER OF NORTHFIELD
    1651 JEFFERSON PKWY HS-200
    NORTHFIELD,MN55057
      PC GRANT SUPPORT FOR THE BACKPACK PROGRAM THAT PROVIDES FOOD FOR STUDENTS OVER THE WEEKEND. 3,200
    NORTH DAKOTA STATE UNIVERSITY- ANNA JOY
    824 HAWTHORNE ST
    ALEXANDRIA,MN56308
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF CALIFORNIA BERKLEY- GRACE LAUDERBAUGH
    22457 WHITETAIL DRIVE
    BEMIDJI,MN56601
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    CENTRAL LAKES COLLEGE- ALENA REHBERGER
    34593 AZTEC RD
    MOTLEY,MN56466
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    AUGSBURG UNIVERSITY- LORRAINE WONGBI
    6992 170TH TRAIL NW
    RAMSEY,MN55303
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    COLLEGE OF SAINT SCHOLASTICA- GARNER MOFFAT
    1508 E 6TH ST
    SUPERIOR,WI55840
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    JOHN HOPKINS UNIVERSITY- RACHEL LARSON
    5368 EMERALD WAY
    APPLE VALLEY,MN55124
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    ECKERD COLLEGE- GABRIELLE YETZER
    8565 HOLLAND TRL
    FARIBAULT,MN55021
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF MINNESOTA - CROOKSTON- SHANNON KILL
    16963 540TH AVE
    DONNELLY,MN56235
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    MACALESTER COLLEGE- JULIA HANSON
    21159 BLACKBERRY ACRES
    GRAND RAPIDS,MN55744
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    ST CATHERINE UNIVERSITY- MARY BETH COLLINS
    9115 JEFFERY AVE S
    COTTAGE GROVE,MN55016
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF MINNESOTA - TWIN CITIES- SABINA BERG
    10175 UPPER 178TH ST W
    LAKEVILLE,MN55044
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    COLORADO SCHOOL OF MINES- THOMAS BRASWELL
    209 COPPERFIELD DR
    MANKATO,MN56001
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    MINNEAPOLIS COLLEGE OF ART AND DESIGN- ROMAN ZYCH
    1412 GRANTHAM ST
    SAINT PAUL,MN55108
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    NORTH DAKOTA STATE UNIVERSITY- SAMUEL BIRKHOLZ
    903 WOODBRIDGE CIRCLE
    DILWORTH,MN56529
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF WI - RIVER FALLS- ELLA HANSON
    320 24TH ST NE
    ROCHESTER,MN55906
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    CLARK UNIVERSITY- ALIA TANG
    2108 FOLWELL AVE
    SAINT PAUL,MN55108
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    ST CLOUD STATE UNIVERSITY- TILAK BHATTA
    7505TH ST S APT 303
    ST CLOUD,MN56301
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF ST THOMAS- CLARE GALLAHUE
    8018 BOULDER RIDGE RD
    WOODBURY,MN55125
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    SOUTH DAKOTA STATE UNIVERSITY- ROSS HERBER
    17602 LANG DRIVE
    UTICA,MN55979
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    BEMIDJI STATE UNIVERSITY- ZIIGWAN FRAZER
    PO BOX 595
    COLERAINE,MN55744
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    MINNESOTA STATE UNIVERSITY - MANKATO- MORGAN ANDERSON
    1628 CLARE CT
    NORHT MANKATO,MN56003
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    MINNESOTA STATE MOORHEAD- LOTANNA PRECIOUS UMUNNA
    909 17TH ST S
    MOORHEAD,MN56560
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    ST CLOUD STATE UNIVERSITY- JOEL ADEYEMO
    822 7TH AVE S APT 203
    ST CLOUD,MN56301
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF MINNESOTA - TWIN CITIES- LINDSAY BACHER
    4339 CEDAR AVE S APT 1
    MINNEAPOLIS,MN55407
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF ST THOMAS- RITA RAI
    2848 MALTIDA ST
    ROSEVILLE,MN55113
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF MINNESOTA - TWIN CITIES- BRITA LARSEN
    4260 W TISCHER RD
    DULUTH,MN55803
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF MINNESOTA - TWIN CITIES- KAI PAVUS
    905 W FRANKLIN AVE APT 10
    MINNEAPOLIS,MN55405
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    ST CLOUD STATE UNIVERSITY- GLADYS OWUSU
    1526 16TH AVE SE 1
    ST CLOUD,MN56304
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF MINNESOTA - TWIN CITIES- RUBY WESLEY
    777 BERRY STREET 112B
    SAINT PAUL,MN55114
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    WINONA STATE UNIVERSITY- ABIGAIL SCOTT
    31804 VIRGO ST NE
    NORTH BRANCH,MN55056
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF NORTH DAKOTA- ALICIA CERNEY
    4815 QUANTICO LN N
    PLYMOUTH,MN55446
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    LAKE SUPERIOR COLLEGE- MCKENZIE STARKEY
    4022 BEL-TREE DR NE
    BEMIDJI,MN56601
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF MINNESOTA - DULUTH- ERIN MASSMAN
    2020 QUEBEC AVE N
    GOLDEN VALLEY,MN55427
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    WINONA STATE UNIVERSITY- ALISSA TEIGLAND
    1913 3RD ST N
    SARTELL,MN56377
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    UNIVERSITY OF WI - RIVER FALLS- MERLEA MROZIK
    2234 KELLY AVE
    CLOQUET,MN55720
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    WESTERN UNIVERSITY OF HEALTH SCIENCES- ANDREW HALVERSON
    2651 INNSBRUCK COURT
    NEW BRIGHTON,MN55112
      EDUCATIONAL EDUCATION SCHOLARSHIP 3,000
    Total .................................bullet 3a 407,121
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 2,704  
    4 Dividends and interest from securities ....          
    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 ............
             
    9 Net income or (loss) from special events:         61,137
    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 2,704 61,137
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    63,841
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    9 INCOME GENERATED FROM THE GOLF TOURNAMENT WILL BE USED TO FUND FUTURE EDUCATIONAL SCHOLARSHIPS, COMMUNITY GRANTS AND CULTIVATOR GRANTS AWARDED BY THE FOUNDATION.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    THE AFFINITY PLUS FEDERAL CREDIT UNION F
     
    Employer identification number

    41-1974262
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE AFFINITY PLUS FEDERAL CREDIT UNION F
     
    Employer identification number
    41-1974262
    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
    AFFINITY PLUS FEDERAL CREDIT UNION
     
    175 WEST LAFAYETTE FRONTAGE ROAD
     
    SAINT PAUL, MN55107

    $ 185,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    AUTO SERVICES COMPANY INC
     
    PO BOX 2400
     
    MOUNTAIN HOME, AR72654

    $ 16,375


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    MESSERLI KRAMER
     
    3033 CAMPUS DR 250
     
    PLYMOUTH, MN55441

    $ 11,001


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    AMPLIFI LOYALTY SOLUTIONS
     
    1620 BOND ST
     
    NAPERVILLE, IL60563

    $ 5,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE AFFINITY PLUS FEDERAL CREDIT UNION F
     
    Employer identification number

    41-1974262
    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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE AFFINITY PLUS FEDERAL CREDIT UNION F
     
    Employer identification number

    41-1974262
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 LegalFeesSchedule
    Name:
    THE AFFINITY PLUS FEDERAL CREDIT UNION F
    EIN:
    41-1974262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 10,420 0 0 0


    TY 2021 OtherExpensesSchedule
    Name:
    THE AFFINITY PLUS FEDERAL CREDIT UNION F
    EIN:
    41-1974262
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CREDIT CARD FEES 5,703 0 0 0
    FUNDRAISING EXPENSE (GOLF TOURNAMENT) 22,234 0 0 0
    MARKETING 1,066 0 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE AFFINITY PLUS FEDERAL CREDIT UNION F
    EIN:
    41-1974262
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 83,371   83,371


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE AFFINITY PLUS FEDERAL CREDIT UNION F
    EIN:
    41-1974262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 36 0 0 0