Form990-PF
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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
GEORGE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1818 OLIVER AVENUE SOUTH 2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN55405
A Employer identification number

41-1730855
B Telephone number (see instructions)

(612) 377-3356
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$77,801,558J 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) 7,536,976
2 Check bullet.............
3 Interest on savings and temporary cash investments 266,698 266,698  
4 Dividends and interest from securities... 701,056 701,056  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,342,700
b Gross sales price for all assets on line 6a 3,921,743
7 Capital gain net income (from Part IV, line 2)... 1,361,145
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 464 184,471  
12 Total. Add lines 1 through 11........ 9,847,894 2,513,370  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 328,896 0   328,896
14 Other employee salaries and wages...... 176,399 0   176,399
15 Pension plans, employee benefits....... 49,198 0   49,198
16a Legal fees (attach schedule)......... Click to see attachment 209 0   209
b Accounting fees (attach schedule)....... Click to see attachment 32,212 0   32,212
c Other professional fees (attach schedule).... Click to see attachment 422,370 201,066   221,304
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 67,274 0   31,758
19 Depreciation (attach schedule) and depletion... 1,292 0  
20 Occupancy.............. 30,677 0   30,677
21 Travel, conferences, and meetings....... 15,908 0   15,908
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 108,279 0   108,279
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,232,714 201,066   994,840
25 Contributions, gifts, grants paid....... 3,994,075 3,994,075
26 Total expenses and disbursements. Add lines 24 and 25 5,226,789 201,066   4,988,915
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,621,105
b Net investment income (if negative, enter -0-) 2,312,304
c Adjusted net income (if negative, enter -0-)...  
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............. 934,334 5,211,778 5,211,778
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,036,164 Click to see attachment6,414,618 6,258,454
b Investments—corporate stock (attach schedule)....... 21,978,087 Click to see attachment12,144,829 21,703,320
c Investments—corporate bonds (attach schedule)....... 12,391,287 Click to see attachment8,296,846 8,503,072
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,847,829 Click to see attachment15,827,518 36,119,581
14 Land, buildings, and equipment: basis bullet5,353
Less: accumulated depreciation (attach schedule) bullet   1,766 5,353 5,353
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,189,467 47,900,942 77,801,558
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 attachment483,410 Click to see attachment573,780
23 Total liabilities (add lines 17 through 22)......... 483,410 573,780
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 42,706,057 47,327,162
29 Total net assets or fund balances (see instructions)..... 42,706,057 47,327,162
30 Total liabilities and net assets/fund balances (see instructions). 43,189,467 47,900,942
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
42,706,057
2
Enter amount from Part I, line 27a .....................
2
4,621,105
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
47,327,162
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
47,327,162
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.)
1 a PUBLICLY TRADED SECURITIES P    
b GS MEZZANINE PARTNERS V L.P. P    
c WEST STREET CAPITAL PARTNERS VII, PARALLEL L.P. 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 3,883,862   2,541,162 1,342,700
b     19,436 -19,436
c 37,881     37,881
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       1,342,700
b       -19,436
c       37,881
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 1,361,145
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 32,141
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 32,141
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 31,709
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 35,709
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,568
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet3,568 RefundedBullet 11 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 addressbulletN/A
    14
    The books are in care ofbulletSEAN MALONE Telephone no.bullet (612) 377-3302

    Located atbullet1818 OLIVER AVENUE SMINNEAPOLISMN ZIP+4bullet55405
    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)
    Yes
     
    (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
     
    No
    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)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    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
    ANN P GEORGE CO-CHAIR
    15.00     		0 0 0
    1818 OLIVER AVENUE SOUTH
    MINNEAPOLIS,MN55405
    GAYLE M OBER PRESIDENT
    40.00     		222,494 20,488 0
    1818 OLIVER AVENUE SOUTH
    MINNEAPOLIS,MN55405
    JEFFREY P GEORGE TREASURER
    5.00     		0 0 0
    1818 OLIVER AVENUE SOUTH
    MINNEAPOLIS,MN55405
    JONATHAN R GEORGE DIRECTOR
    1.00     		0 0 0
    1818 OLIVER AVENUE SOUTH
    MINNEAPOLIS,MN55405
    SEAN MALONE PRESIDENT
    40.00     		106,402 9,382 0
    1818 OLIVER AVENUE SOUTH
    MINNEAPOLIS,MN55405
    WILLIAM W GEORGE CO-CHAIR
    15.00     		0 0 0
    1818 OLIVER AVENUE SOUTH
    MINNEAPOLIS,MN55405
    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
    STEPHEN MANUSZAK PROGRAM OFFICER
    40.00     		95,517 9,058 0
    1818 OLIVER AVE S
    MINNEAPOLIS,MN55405
    ROBIN M BARKER GRANTS AND ADMINISTR
    40.00     		86,418 12,020 0
    1818 OLIVER AVE S
    MINNEAPOLIS,MN55405
    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
    GOLDMAN SACHS & CO INVESTMENT CONSULTING 201,066
    71 S WACKER DR SUITE 500
    CHICAGO,IL60606
    SARAH LUTMAN LUTMAN & ASSOCIATES PRESIDENT SEARCH AND SUCCESSION PLANNING 65,000
    1161 SELBY AVENUE 1
    ST PAUL,MN55104
    SUBTLE ENERGY GROUP LLP PARTNERSHIP FEE FOR THE SUBTLE ENERGY COLLECTIVE 60,000
    2845 WASHINGTON STREET 2
    SAN FRANCISCO,CA94115
    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 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    67,439,533
    b
    Average of monthly cash balances.......................
    1b
    2,035,800
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    69,475,333
    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
    69,475,333
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,042,130
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    68,433,203
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,421,660
    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
    3,421,660
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    32,141
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    1,176
    c
    Add lines 2a and 2b............................
    2c
    33,317
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,388,343
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,388,343
    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
    3,388,343
    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 3,388,343
    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...... 2,930,297
    b From 2017...... 2,130,779
    c From 2018...... 2,423,598
    d From 2019...... 2,304,986
    e From 2020...... 3,103,403
    f Total of lines 3a through e ........ 12,893,063
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,988,915
    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)........     		Click to see attachment1,600,572
    d Applied to 2021 distributable amount..... 3,388,343
    e Remaining amount distributed out of corpus 0
    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 14,493,635
    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) .......     		7,536,976
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		6,956,659
    10 Analysis of line 9:
    a Excess from 2017.... 2,030,015
    b Excess from 2018.... 2,423,598
    c Excess from 2019.... 2,304,986
    d Excess from 2020.... 198,060
    e Excess from 2021....  
    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).)
    ANN P GEORGE
    WILLIAM W GEORGE
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    ACADEMIC CONSORTIUM FOR INTEGRATIVE MEDICINE & HEALTH
    PO BOX 2216
    LAKE OSWEGO,OR97035     		  PC BREAKING NEWS BRIEFING & INTERNATIONAL CONGRESS ON INTEGRATIVE MEDICINE AND HEALTH 35,000
    ACADEMY OF INTEGRATIVE HEALTH & MEDICINE
    6919 LA JOLLA BLVD
    LA JOLLA,CA920375427     		  PC SOCIAL IMPACT SCHOLARS PROGRAM FOR GEORGE FELLOWS IN MINNESOTA 50,000
    AFP - MINNESOTA CHAPTER
    6600 CITY WEST PARKWAY SUITE 300
    EDEN PRAIRIE,MN55344     		  PC AFP/NATIONAL PHILANTHROPY DAY IN HONOR OF PENNY AND BILL GEORGE 5,000
    AMHERST COLLEGE
    PO BOX 5000
    AMHERST,MA01002     		  PC CORE MISSION SUPPORT 4,000
    APPETITE FOR CHANGE
    1200 WEST BROADWAY AVENUE 250
    MINNEAPOLIS,MN554112572     		  PC CORE MISSION SUPPORT 10,000
    AUBURN SEMINARY
    475 RIVERSIDE DRIVE SUITE 1800
    NEW YORK,NY101150002     		  PC TO SUPPORT THE SOJOURNER TRUTH LEADERSHIP CIRCLE: THE SANKOFA YEAR 50,000
    AUDUBON CALIFORNIA
    220 MONTGOMERY STREET SUITE 1000
    SAN FRANCISCO,CA941043402     		  PC IN SUPPORT OF GENERAL OPERATING FOR THE RICHARDSON BAY AUDUBON CENTER & SANCTUARY. 25,000
    BEACON INTERFAITH HOUSING COLLABORATIVE
    2610 UNIVERSITY AVENUE W SUITE 100
    ST PAUL,MN55114     		  PC CORE MISSION SUPPORT 15,000
    BETA PSI FOUNDATION
    1151 HAMMOND DR NE SUITE 240
    ATLANTA,GA303461524     		  PC IN SUPPORT OF THE LEADERSHIP FOR LIFE PROGRAM. 30,000
    BETTER ANGELS
    420 LEXINGTON AVENUE ROOM 1706
    NEW YORK,NY10170     		  PC IN SUPPORT OF GENERAL OPERATIONS ON BEHALF OF PENNY GEORGE. 2,500
    BETTY FORD ALPINE GARDENS
    522 SOUTH FRONTAGE ROAD EAST
    VAIL,CO81657     		  PC CORE MISSION SUPPORT 10,000
    BIG CITY MOUNTAINEERS
    710 19TH STREET SUITE 120
    GOLDEN,CO804015843     		  PC IN SUPPORT OF THE WOMEN & GIRLS EXPEDITIONS AND CAMPS IN THE BOUNDARY WATERS PROGRAM. 15,000
    CAFE MOMENTUM
    1510 PACIFIC AVENUE
    DALLAS,TX75201     		  PC CORE MISSION SUPPORT 25,000
    CARINGBRIDGE
    PO BOX 6032
    ALBERT LEA,MN560076632     		  PC IN HONOR OF TIM & GAYLE OBER ON BEHALF OF PENNY GEORGE. 3,000
    CARLETON COLLEGE
    1 NORTH COLLEGE STREET
    NORTHFIELD,MN55057     		  PC IN SUPPORT OF THE ALUMNI FUND: CARLETON COLLEGE FINANCIAL AID 25TH ALUMNI REUNION MATCHING GRANT. 25,000
    CAROLINA FOR KIBERA
    301 PITTSBORO STREET CAMPUS BOX
    5145
    CHAPEL HILL,NC275995145     		  PC CORE MISSION SUPPORT 5,000
    CARSON'S VILLAGE
    2904 FLOYD STREET SUITE B
    DALLAS,TX75204     		  PC CORE MISSION SUPPORT 500
    CHANTICLEER
    1668 BUSH STREET
    SAN FRANCISCO,CA94109     		  PC CORE MISSION SUPPORT 5,000
    CHILDREN'S HEARTLINK
    5075 ARCADIA AVENUE
    MINNEAPOLIS,MN554362306     		  PC CORE MISSION SUPPORT 15,000
    CITY OF SKATE
    4639 HUMBOLDT AVENUE SOUTH
    MINNEAPOLIS,MN554195264     		  PC CORE MISSION SUPPORT 5,000
    COLLEGE POSSIBLE
    755 PRIOR AVENUE SUITE 200
    SAINT PAUL,MN55104     		  PC CORE MISSION SUPPORT 25,000
    COMMUNIDADES LATINAS UNIDAS EN SERVICIO INC
    797 EAST 7TH STREET
    SAINT PAUL,MN55106     		  PC IN SUPPORT OF YOUTH IN ACTION (YA!) - JOVENES EN ACCION 10,000
    COMMUNITY PARTNERS FOR COLLEGE MATCH
    LOCKBOX 741265 2706 MEDIA CENTER
    DRIVE
    LOS ANGELES,CA900651733     		  PC IN SUPPORT OF HARLEY FRANKEL SCHOLARSHIP FUND ON BEHALF OF BILL GEORGE. 10,000
    COMPASSION & CHOICES
    PO BOX 485
    ETNA,NH037500485     		  PC CORE MISSION SUPPORT 25,000
    CONSERVATION CORPS MINNESOTA & IOWA
    60 PLATO BLVD EAST
    ST PAUL,MN551071827     		  PC IN SUPPORT OF THE SUMMER YOUTH CORPS PROGRAM. 15,000
    CRAIG HOSPITAL FOUNDATION
    3425 S CLARKSON STREET
    ENGLEWOOD,CO80113     		  PC CORE MISSION SUPPORT 5,000
    CULTURAL WELLNESS CENTER
    2025 PORTLAND AVE
    MINNEAPOLIS,MN55404     		  PC TO SUPPORT A CULTURAL WELLNESS APPROACH IN SOUTH MINNEAPOLIS. 25,000
    DESTINY ARTS CENTER
    970 GRACE AVENUE
    OAKLAND,CA94608     		  PC CORE MISSION SUPPORT 22,500
    DUNWOODY COLLEGE OF TECHNOLOGY
    818 DUNWOODY BLVD
    MINNEAPOLIS,MN55403     		  PC IN SUPPORT OF SCHOLARSHIPS FOR THREE GEORGE SCHOLARS PARTICIPATING IN THE WOMEN IN TECHNICAL CAREERS PROGRAM. 30,000
    EAGLE VALLEY LAND TRUST
    PO BOX 3016
    EDWARDS,CO81632     		  PC CORE MISSION SUPPORT 15,000
    EARL E BAKKEN CENTER FOR SPIRITUALITY & HEALING
    C510 MAYO MEMORIAL BUILDING MMC 505
    420 DELAWARE STREET SE
    MINNEAPOLIS,MN55455     		  PC CORE MISSION SUPPORT 25,000
    EAST BOSTON SOCIAL CENTERS
    68 CENTRAL SQUARE
    BOSTON,MA02128     		  PC CORE MISSION SUPPORT 5,000
    EDUCATION OPENS DOORS
    2804 SWISS AVENUE
    DALLAS,TX75204     		  PC CORE MISSION SUPPORT 20,000
    END IN MIND PROJECT
    4202 GRAND AVENUE SOUTH
    MINNEAPOLIS,MN55409     		  PC CORE MISSION SUPPORT 25,000
    ENRICHING LIVES THROUGH MUSIC
    PO BOX 1133
    SAN RAFAEL,CA94977     		  PC CORE MISSION SUPPORT 22,500
    EVANGELICAL REFORMED UNITED CHURCH OF CHRIST
    15 WEST CHURCH STREET
    FREDERICK,MD21701     		  PC CORE MISSION SUPPORT 10,000
    EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC
    PO BOX 3886
    NEW YORK,NY10163     		  PC CORE MISSION SUPPORT 30,000
    FAIRVOTE MN FOUNDATION
    PO BOX 19440
    MINNEAPOLIS,MN554190440     		  PC RANKED CHOICE VOTING 15,000
    FAITH IN PUBLIC LIFE
    PO BOX 33668
    WASHINGTON,DC20033     		  PC CORE MISSION SUPPORT 25,000
    FAITH IN TEXAS
    1111 W MOCKINGBIRD LANE SUITE 260
    DALLAS,TX75247     		  PC CORE MISSION SUPPORT 1,000
    FAMILY TREE CLINIC
    1919 NICOLLET AVENUE
    MINNEAPOLIS,MN55403     		  PC CREATION OF AN INTEGRATIVE HEALTHCARE MODEL AT THE CLINIC 20,000
    FREEDOM HOUSE
    1850 M STREET NW 11TH FLOOR
    WASHINGTON,DC20036     		  PC CORE MISSION SUPPORT 5,000
    GEORGETOWN UNIVERSITY
    OFFICE OF GIFT ADMINISTRATION
    DEPARTMENT 0734
    WASHINGTON,DC200730734     		  PC CENTER ON FAITH JUSTICE 10,000
    GEORGIA TECH FOUNDATION
    313 FERST DRIVE
    ATLANTA,GA303320535     		  PC GEORGE FELLOWS FOR ISYE GRADUATE STUDENTS IN THE AREA OF HEALTH SYSTEM 40,000
    GEORGIA TECH FOUNDATION
    760 SPRING STREET NW SUITE 400
    ATLANTA,GA30308     		  PC GEORGE FELLOWS FOR WOMEN IN ENGINEERING 30,000
    GEORGIA TECH FOUNDATION
    760 SPRING STREET NW SUITE 400
    ATLANTA,GA30308     		  PC ISYE GEORGE FELLOWS LEADERSHIP PROGRAM 88,000
    GIRL SCOUTS OF NORTHEAST TEXAS
    6001 SUMMERIDE DRIVE SUITE 101
    DALLAS,TX75252     		  PC STEM PROGRAMMING 15,000
    GIRLS INC OF METROPOLITAN DALLAS
    2040 EMPIRE CENTRAL
    DALLAS,TX75235     		  PC CORE MISSION SUPPORT 10,000
    GIRLVENTURES
    119 FILBERT STREET
    OAKLAND,CA94607     		  PC CORE MISSION SUPPORT 10,000
    GIRLVENTURES
    119 FILBERT STREET
    OAKLAND,CA94607     		  PC OUTDOOR ADVENTURES AND LEADERSHIP PROGRAMS 10,000
    GLOBAL CITIZEN YEAR
    1625 CLAY STREET SUITE 400
    OAKLAND,CA94612     		  PC FINANCIAL NEEDS FOR PARTICIPANTS THAT COME FROM MINNESOTA OR DALLAS, TEXAS 33,000
    GLOBAL MINNESOTA
    1901 UNIVERSITY AVENUE SE
    MINNEAPOLIS,MN55414     		  PC CORE MISSION SUPPORT 15,000
    GRANTMAKERS IN HEALTH
    1100 CONNECTICUT AVE SUITE 1200
    WASHINGTON,DC200364110     		  PC FUNDING PARTNER & GIH CHAMPION FOR 2021 3,575
    GREENHILL SCHOOL
    4141 SPRING VALLEY RD
    ADDISON,TX75001     		  PC CORE MISSION SUPPORT 5,000
    GUTHRIE THEATER
    818 SOUTH 2ND STREET
    MINNEAPOLIS,MN55415     		  PC 2021-2022 ANNUAL FUND 25,000
    HARVARD BUSINESS SCHOOL
    TEELE HALL
    BOSTON,MA02163     		  PC GEORGE LEADERSHIP FELLOWSHIP PROGRAM 25,000
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVENUE NW
    WASHINGTON,DC200363278     		  PC CORE MISSION SUPPORT 1,000
    INQUIRING SYSTEMS INC
    101 BROOKWOOD AVENUE SUITE 204
    SANTA ROSA,CA95404     		  PC THE BIOFIELD COLLECTIVE FOR THE RESEARCH FELLOWSHIP PROGRAM AND MAPPING PROJECT 50,000
    INSTITUTE FOR PROFESSIONAL EDUCATION
    140 HUGUENOT STREET FL 3RD
    NEW ROCHELLE,NY108015215     		  PC JACM SPECIAL ISSUE 20,000
    INTERFAITH AMERICA
    141 WEST JACKSON BOULEVARD SUITE
    3200
    CHICAGO,IL60604     		  PC CORE MISSION SUPPORT 50,000
    IRREDUCIBLE GRACE FOUNDATION
    585 FULLER AVENUE
    SAINT PAUL,MN55103     		  PC CORE MISSION SUPPORT 25,000
    ISAIAH
    2356 UNIVERSITY AVE W SUITE 405
    SAINT PAUL,MN55114     		  PC BUILDING AN INCLUSIVE AND EQUITABLE MINNESOTA 20,000
    JOHNS HOPKINS UNIVERSITY SAIS
    1740 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		  PC SAIS PROGRAM 3,000
    JUNIOR PLAYERS GUILD
    12225 GREENVILLE AVENUE SUITE 1020
    DALLAS,TX75243     		  PC CORE MISSION SUPPORT 10,000
    JUXTAPOSITION ARTS INC
    2007 EMERSON AVE N
    MINNEAPOLIS,MN55411     		  PC CORE MISSION SUPPORT 15,000
    KARUNA-SHECHEN
    237 WEST 35TH STREET SUITE 1101
    NEW YORK,NY10001     		  PC SHECHEN CLINICS IN NEPAL, INDIA & BHUTAN 25,000
    LUNDSTRUM PERFORMING ARTS
    1617 N 2ND STREET
    MINNEAPOLIS,MN55411     		  PC CORE MISSION SUPPORT 20,000
    MACPHAIL CENTER FOR MUSIC
    501 SOUTH 2ND STREET
    MINNEAPOLIS,MN55401     		  PC NORTH MINNEAPOLIS PROGRAMS 15,000
    MARIN CHARITABLE
    336 BON AIR CENTER 465
    GREENBRAE,CA94904     		  PC CORE MISSION SUPPORT 2,500
    MARIN COUNTRY DAY SCHOOL
    5221 PARADISE DRIVE
    CORTE MADERA,CA94925     		  PC CORE MISSION SUPPORT 15,000
    MARNITA'S TABLE
    2136 PENN AVENUE SOUTH
    MINNEAPOLIS,MN55405     		  PC CORE MISSION SUPPORT 50,000
    MAYO CLINIC
    200 FIRST STREET SW
    ROCHESTER,MN55905     		  PC MAYO CENTER FOR WOMEN'S HEALTHY CENTER 525,000
    MIND & LIFE INSTITUTE
    977 SEMINOLE TRAIL PMB 363
    CHARLOTTESVILLE,VA22901     		  PC CORE MISSION SUPPORT 25,000
    MINDFUL LIFE PROJECT
    124 WASHINGTON AVENUE SUITE B
    RICHMOND,CA94801     		  PC CORE MISSION SUPPORT 30,000
    MINNEAPOLIS PARKS FOUNDATION
    4800 MINNEHAHA AVENUE SOUTH
    MINNEAPOLIS,MN55417     		  PC CORE MISSION SUPPORT 20,000
    MINNEAPOLIS PATHWAYS
    3115 HENNEPIN AVENUE SOUTH
    MINNEAPOLIS,MN55408     		  PC CORE MISSION SUPPORT & FALL 2021 SPEAKER SERIES 17,500
    MINNEAPOLIS SOCIETY OF FINE ARTS
    2400 THIRD AVENUE SOUTH
    MINNEAPOLIS,MN55404     		  PC ANNUAL FUND 15,000
    MINNESOTA COUNCIL OF CHURCHES
    122 WEST FRANKLIN AVENUE SUITE 100
    MINNEAPOLIS,MN55404     		  PC CORE MISSION SUPPORT 25,000
    MINNESOTA LANDSCAPE ARBORETUM FOUNDATION
    3675 ARBORETUM DRIVE
    CHASKA,MN553189613     		  PC ENVIRONMENTAL EDUCATION PROGRAMS 10,000
    MINNESOTA LANDSCAPE ARBORETUM FOUNDATION
    3675 ARBORETUM DRIVE
    CHASKA,MN553189613     		  PC CORE MISSION SUPPORT 10,000
    MINNESOTA ORCHESTRA
    111 NICOLLET MALL
    MINNEAPOLIS,MN55403     		  PC CORE MISSION SUPPORT 15,000
    MINNESOTA PUBLIC RADIO
    1721 IRVING AVENUE SOUTH
    MINNEAPOLIS,MN55403     		  PC ANNUAL FUND 15,000
    MINNESOTA PUBLIC RADIO
    PO BOX 70870
    ST PAUL,MN551709788     		  PC THE GOOD LEADER PROJECT 35,000
    MN COUNCIL ON FOUNDATIONS
    800 WASHINGTON AVENUE N SUITE 703
    MINNEAPOLIS,MN554011167     		  PC 2021 MEMBERSHIP DUES 10,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    321 E MAIL STREET SUITE 424
    BOZEMAN,MT59047     		  PC PROTECTING AND CONNECTING WILDLIFE AND COMMUNITIES OF THE GREATER YELLOWSTONE ECOSYSTEM TO ADDRESS IMPACTS OF CLIMATE CHANGE PROJECT 100,000
    NORTH TEXAS FOOD BANK
    3677 MAPLESHADE LANE
    PLANO,TX75075     		  PC CORE MISSION SUPPORT 12,500
    ONE HEART WORLD-WIDE
    8141 EL EXTENSO CT
    SAN DIEGO,CA92119     		  PC CORE MISSION SUPPORT 1,000
    OPERATION HOPE INC
    707 WILSHIRE BLVD SUITE 3030
    LOS ANGELES,CA90017     		  PC CORE MISSION SUPPORT 5,000
    OUR LADY OF GRACE CHURCH
    5071 EDEN AVENUE
    EDINA,MN55436     		  PC RISE AND SHINE SCHOLARSHIP FUND/OLAG 5,000
    PAGE EDUCATION FOUNDATION
    901 N 3RD STREET SUITE 355
    MINNEAPOLIS,MN55401     		  PC CORE MISSION SUPPORT AND IMPACT STUDY 40,000
    PENNY GEORGE INSTITUTE FOUNDATION
    3915 GOLDEN VALLEY ROAD MAIL ROUTE
    78003
    MINNEAPOLIS,MN55422     		  PC ADVANCING WHOLE PERSON CARE THROUGH PRACTITIONER TRAININGS 15,000
    PLANNED PARENTHOOD OF GREATER TEXAS
    7424 GREENVILLE AVE SUITE 206
    DALLAS,TX75231     		  PC CORE MISSION SUPPORT 30,000
    PLANNED PARENTHOOD OF NORTH CENTRAL STATES
    671 VANDALIA STREET
    SAINT PAUL,MN55114     		  PC COMMUNITY RESOURCE SCAN AND SOCIAL NETWORK ANALYSIS IN MN, ND AND SD 25,000
    PLANNED PARENTHOOD OF NORTH CENTRAL STATES
    671 VANDALIA STREET
    SAINT PAUL,MN55114     		  PC PEER EDUCATION AND COMMUNITY ASSESSMENT: EMPOWERING A VITAL GENERATION PROGRAM 75,000
    POECTIC
    PO BOX 132633
    DALLAS,TX75313     		  PC CORE MISSION SUPPORT 15,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    79 JOHN F KENNEDY STREET 123
    CAMBRIDGE,MA02138     		  PC GEORGE LEADERSHIP FELLOWSHIP FUND 155,000
    PROJECT SUCCESS
    ONE GROVELAND TERRACE
    MINNEAPOLIS,MN554031172     		  PC CORE MISSION SUPPORT 30,000
    RIPPLE EFFECT IMAGES
    12110 SUNSET HILLS ROAD SUITE 600
    RESTON,VA20190     		  PC CORE MISSION SUPPORT 25,000
    SAINT PAUL & MINNESOTA FOUNDATION
    101 5TH STREET E SUITE 2400
    ST PAUL,MN55101     		  PC THE ITASCA PROJECT'S MINNESOTA YOUNG AMERICAN LEADERS PROGRAM 25,000
    SAVERLIFE
    235 MONTGOMERY STREET E 1050
    SAN FRANCISCO,CA94104     		  PC CORE MISSION SUPPORT 5,000
    SIGMA CHI FOUNDATION
    1714 HINMAN AVENUE
    EVANSTON,IL60201     		  PC SIGMA CHI ONLINE PROGRAM 25,000
    SOJOURNERS
    408 C STREET NORTHEAST
    WASHINGTON,DC20002     		  PC CORE MISSION SUPPORT 100,000
    SOMALI SUCCESS SCHOOL
    2812 EAST 26TH STREET
    MINNEAPOLIS,MN55406     		  PC CORE MISSION SUPPORT 35,000
    SPOON FOUNDATION
    135 SE MAIN STREET SUITE 201
    PORTLAND,OR97214     		  PC CORE MISSION SUPPORT 1,000
    TERGAR INTERNATIONAL
    1621 E HENNEPIN AVENUE SUITE 210
    MINNEAPOLIS,MN55414     		  PC JOY OF LIVING PROGRAM EXPANSION AND UPGRADE 20,000
    TERGAR INTERNATIONAL
    1621 E HENNEPIN AVENUE SUITE 210
    MINNEAPOLIS,MN55414     		  PC CORE MISSION SUPPORT 10,000
    TEXAS MEDICAL INSTITUTE OF TECHNOLOGY
    305 N HEATHERWILDE BLVD 440
    PFLUGERVILLE,TX78660     		  PC HOLIDAY LIFEGUARD PROGRAM 5,000
    TEXAS PUBLIC RADIO - KERA
    3000 HARRY HIENS BLVD
    DALLAS,TX75201     		  PC ANNUAL FUND 500
    TEXAS WOMEN'S FOUNDATION
    8150 NORTH CENTRAL EXPRESSWAY SUITE
    110
    DALLAS,TX75206     		  PC CORE MISSION SUPPORT 1,000
    THE CARTER CENTER
    ONE COPENHILL 453 JOHN LEWIS
    FREEDOM PARKWAY NE
    ATLANTA,GA30307     		  PC EDUCATIONAL INTERNSHIP PROGRAM 50,000
    THE COOKIE CART INC
    1119 W BROADWAY AVENUE
    MINNEAPOLIS,MN554112505     		  PC CORE MISSION SUPPORT 20,000
    THE DALLAS FOUNDATION
    6911 BEXAR STREET
    DALLAS,TX75215     		  PC IN SUPPORT OF THE NORTH TEXAS ALLIANCE TO REDUCE UNINTENDED PREGNANCY IN TEENS 2,000
    THE DALLAS FOUNDATION
    6911 BEXAR STREET
    DALLAS,TX75215     		  PC TO SUPPORT GENERAL OPERATIONS FOR BONTON FARMS. 25,000
    THE HOCKADAY SCHOOL
    11600 WELCH ROAD
    DALLAS,TX75229     		  PC CORE MISSION SUPPORT 5,000
    THE LOPPET FOUNDATION INC
    1301 THEODORE WIRTH PARKWAY
    MINNEAPOLIS,MN55422     		  PC YOUTH ADVENTURES PROGRAMS FOR YOUTH IN NORTH MINNEAPOLIS 25,000
    THE LOPPET FOUNDATION INC
    1301 THEODORE WIRTH PARKWAY
    MINNEAPOLIS,MN55422     		  PC CORE MISSION SUPPORT 10,000
    THE NATURE CONSERVANCY
    1101 W RIVER PKWY SUITE 200
    MINNEAPOLIS,MN55415     		  PC RESILIENT WATERS IN MINNESOTA PROGRAM 20,000
    THE ON BEING PROJECT
    1619 HENNEPIN AVENUE SOUTH
    MINNEAPOLIS,MN55403     		  PC CIVIL CONVERSATIONS & SOCIAL HEALING INITIATIVE 100,000
    THE SANNEH FOUNDATION
    2090 CONWAY STREET
    SAINT PAUL,MN55119     		  PC CORE MISSION SUPPORT 30,000
    TIDES CENTER
    ATTN ACCOUNTS RECEIVABLE -
    IM4US-PROJECT 3043 PO BOX 399385
    SAN FRANCISCO,CA941399385     		  PC CORE MISSION SUPPORT & CONFERENCE FOR IM4US 25,000
    TWIN CITIES PUBLIC TELEVISION
    172 EAST FOURTH STREET
    ST PAUL,MN55101     		  PC ANNUAL FUND 15,000
    UCSF - DEPT OF OTOLARYNGOLOGY
    UCSF FOUNDATION PO BOX 45339
    SAN FRANCISCO,CA94145     		  PC DEPARTMENT OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY 5,000
    UCSF FOUNDATION
    LOCKBOX 45339
    SAN FRANCISCO,CA941450339     		  PC OSHER CENTER EXCELLENCE FUND FOR PROGRAM ACTIVITIES RELATED TO THE AREA OF INTEGRATIVE HEALTH AND HEALING 4,000
    UCSF FOUNDATION
    UCSF FOUNDATION PO BOX 45339
    SAN FRANCISCO,CA941450339     		  PC URI PROGRAM 5,000
    UNITED STATES OF CARE CAMPAIGN
    1015 15TH STREET NW 600
    WASHINGTON,DC20005     		  PC CORE MISSION SUPPORT AND INTERNSHIP & FELLOWSHIP PROGRAM 50,000
    UNITED WAY OF METROPOLITAN DALLAS
    1800 NORTH LAMAR STREET
    DALLAS,TX75202     		  PC SOCIAL INNOVATION ACCELERATOR PROGRAM 5,000
    UNIVERSITY OF MINNESOTA FOUNDATION
    HUMPHREY SCHOOL OF PUBLIC AFFAIRS
    PO BOX 860266
    MINNEAPOLIS,MN55486     		  PC SCHOLARSHIPS FOR WOMEN AND LEADERS OF COLOR IN THE NONPROFIT SECTOR FOR THE HUMPHREY POLICY FELLOWS PROGRAM 25,000
    UNIVERSITY OF MINNESOTA FOUNDATION
    HUMPHREY SCHOOL OF PUBLIC AFFAIRS
    PO BOX 860266
    MINNEAPOLIS,MN55486     		  PC MONDALE DIALOGUE SERIES 5,000
    UNIVERSITY OF ST THOMAS
    2115 SUMMIT AVENUE
    SAINT PAUL,MN55105     		  PC ST. THOMAS SCHOOL OF NURSING FOR THE DEVELOPMENT OF THE INTEGRATIVE HEALTH CURRICULUM 25,000
    URBAN STRATEGIES INC
    4055 LACLEDE AVE SUITE 122
    SAINT LOUIS,MO63108     		  PC CORE MISSION SUPPORT FOR GARDEN GREEN BAKERY 20,000
    VOTERUNLEAD
    143 AVENUE B 2B
    NEW YORK,NY10009     		  PC RUN51 MINNESOTA 15,000
    VOYAGEUR OUTWARD BOUND SCHOOL
    1650 CARROLL AVENUE
    SAINT PAUL,MN55104     		  PC CORE MISSION FOR URBAN YOUTH OUTWARD BOUND 15,000
    WALK-IN COUNSELING CENTER
    2421 CHICAGO AVENUE SOUTH
    MINNEAPOLIS,MN55404     		  PC CORE MISSION SUPPORT 15,000
    WALKING MOUNTAINS SCIENCE CENTER
    PO BOX 9469
    AVON,CO81620     		  PC WMSC'S 10TH ANNIVERSARY "A TASTE OF NATURE" EVENT 10,000
    WALKING MOUNTAINS SCIENCE CENTER
    PO BOX 9469
    AVON,CO81620     		  PC COMMUNITY PROGRAMS 30,000
    WALLIN EDUCATION PARTNERS
    451 LEXINGTON PKWY N SUITE 100
    ST PAUL,MN55104     		  PC GEORGE FELLOWS OPPORTUNITY PATHWAYS PROGRAM A 25,000
    WESTMINSTER TOWN HALL FORUM
    1200 MARQUETTE AVENUE
    MINNEAPOLIS,MN55403     		  PC WESTMINSTER TOWN HALL FORUM WITH BARBARA COMBS FOR MARCH 2021 17,500
    WILDERNESS INQUIRY
    1611 COUNTY ROAD B WEST SUITE 315
    ST PAUL,MN55113     		  PC CORE MISSION SUPPORT 15,000
    WOMEN MOVING MILLIONS
    19 FULTON STREET SUITE 301
    NEW YORK,NY10038     		  PC WMM PHILANTHROPIC LEADERSHIP CURRICULUM PROGRAM 25,000
    WOMEN'S FOUNDATION OF MINNESOTA
    105 FIFTH AVENUE SOUTH SUITE 300
    MINNEAPOLIS,MN554016050     		  PC WENDA WEEKES MOORE INTERNSHIP AND REATHA CLARK KING FELLOWSHIP PROGRAM 20,000
    YMCA OF THE NORTH
    651 NICOLLET MALL SUITE 500
    MINNEAPOLIS,MN55402     		  PC GEORGE WELLBEING CENTER 400,000
    YOUTHPOWER365
    PO BOX 6550
    AVON,CO816206550     		  PC CORE MISSION SUPPORT 30,000
    YWCA OF MINNEAPOLIS
    1130 NICOLET MALL
    MINNEAPOLIS,MN554032405     		  PC IN SUPPORT OF GIRLS INC. 30,000
    Total .................................bullet 3a 3,994,075
    bApproved for future payment
    ACADEMY OF INTEGRATIVE HEALTH & MEDICINE
    6919 LA JOLLA BLVD
    LA JOLLA,CA920375427     		  PC SOCIAL IMPACT SCHOLARS PROGRAM FOR GEORGE FELLOWS IN MINNESOTA 50,000
    ALIGHT
    1325 QUINCY STREET NE SUITE A1
    MINNEAPOLIS,MN55413     		  PC UKRAINE CRISIS 10,000
    AMERICA SCORES BAY AREA
    1460 MISSION STREET
    SAN FRANCISCO,CA93103     		  PC CORE MISSION SUPPORT 15,000
    AUBURN SEMINARY
    475 RIVERSIDE DRIVE SUITE 1800
    NEW YORK,NY101150002     		  PC TO SUPPORT THE SOJOURNER TRUTH LEADERSHIP CIRCLE: THE SANKOFA YEAR 50,000
    BETA PSI FOUNDATION
    1151 HAMMOND DR NE SUITE 240
    ATLANTA,GA303461524     		  PC IN SUPPORT OF THE LEADERSHIP FOR LIFE PROGRAM. 30,000
    COLLEGE POSSIBLE
    755 PRIOR AVENUE SUITE 200
    SAINT PAUL,MN55104     		  PC CORE MISSION SUPPORT 25,000
    COMMUNIDADES LATINAS UNIDAS EN SERVICIO INC
    797 EAST 7TH STREET
    SAINT PAUL,MN55106     		  PC IN SUPPORT OF YOUTH IN ACTION (YA!) - JOVENES EN ACCION 10,000
    COMPASSION & CHOICES
    101 SW MADISON STREET UNIT 8009
    PORTLAND,OR97207     		  PC CORE MISSION SUPPORT 25,000
    CULTURAL WELLNESS CENTER
    2025 PORTLAND AVE
    MINNEAPOLIS,MN55404     		  PC TO SUPPORT A CULTURAL WELLNESS APPROACH IN SOUTH MINNEAPOLIS. 40,000
    DUKE UNIVERSITY
    BOX 90581
    DURHAM,NC27708     		  PC PENNY GEORGE WOMEN'S LEADERSHIP INITIATIVE 72,000
    DUNWOODY COLLEGE OF TECHNOLOGY
    818 DUNWOODY BLVD
    MINNEAPOLIS,MN55403     		  PC IN SUPPORT OF SCHOLARSHIPS FOR THREE GEORGE SCHOLARS PARTICIPATING IN THE WOMEN IN TECHNICAL CAREERS PROGRAM. 30,000
    EARL E BAKKEN CENTER FOR SPIRITUALITY & HEALING
    C510 MAYO MEMORIAL BUILDING MMC 505
    420 DELAWARE STREET SE
    MINNEAPOLIS,MN55455     		  PC CORE MISSION SUPPORT 25,000
    END IN MIND PROJECT
    4202 GRAND AVENUE SOUTH
    MINNEAPOLIS,MN55409     		  PC CORE MISSION SUPPORT 25,000
    END WELL FOUNDATION
    1901 AVENUE OF THE STARS 16TH FLOOR
    LOS ANGELES,CA90067     		  PC HOLLYWOOD HEALTH & SOCIETY PROGRAM 25,000
    FAIRVOTE MN FOUNDATION
    PO BOX 19440
    MINNEAPOLIS,MN554190440     		  PC RANKED CHOICE VOTING 15,000
    FAITH IN PUBLIC LIFE
    PO BOX 33668
    WASHINGTON,DC20033     		  PC CORE MISSION SUPPORT 25,000
    FAMILY TREE CLINIC
    1919 NICOLLET AVENUE
    MINNEAPOLIS,MN55403     		  PC CORE MISSION SUPPORT 25,000
    GEORGIA TECH FOUNDATION
    313 FERST DRIVE
    ATLANTA,GA303320535     		  PC GEORGE FELLOWS FOR ISYE GRADUATE STUDENTS IN THE AREA OF HEALTH SYSTEM 40,000
    GEORGIA TECH FOUNDATION
    760 SPRING STREET NW SUITE 400
    ATLANTA,GA30308     		  PC GEORGE FELLOWS FOR WOMEN IN ENGINEERING 25,000
    GEORGIA TECH FOUNDATION
    760 SPRING STREET NW SUITE 400
    ATLANTA,GA30308     		  PC ISYE GEORGE FELLOWS LEADERSHIP PROGRAM 88,000
    GIRL SCOUTS OF NORTHEAST TEXAS
    6001 SUMERSIDE DRIVE SUITE 101
    DALLAS,TX75252     		  PC CORE MISSION SUPPORT 20,000
    GIRLVENTURES
    119 FILBERT STREET
    OAKLAND,CA94607     		  PC CORE MISSION SUPPORT 10,000
    GUTHRIE THEATER
    818 SOUTH 2ND STREET
    MINNEAPOLIS,MN55415     		  PC ARTISTIC INNOVATION FUND & 2022-2023 ANNUAL FUND 125,000
    HARVARD BUSINESS SCHOOL
    TEELE HALL
    BOSTON,MA02163     		  PC GEORGE LEADERSHIP FELLOWSHIP PROGRAM 25,000
    INTERFAITH AMERICA
    141 WEST JACKSON BOULEVARD SUITE
    3200
    CHICAGO,IL60604     		  PC CORE MISSION SUPPORT 50,000
    IRREDUCIBLE GRACE FOUNDATION
    585 FULLER AVENUE
    SAINT PAUL,MN55103     		  PC CORE MISSION SUPPORT 25,000
    JUXTAPOSITION ARTS
    2007 EMERSON AVENUE NORTH
    MINNEAPOLIS,MN55411     		  PC CORE MISSION SUPPORT 20,000
    LOVELY'S SEWING AND ARTS COLLECTIVE
    121 N WASHINGTON AVENUE NORTH 4TH
    FLOOR
    MINNEAPOLIS,MN55401     		  PC CORE MISSION SUPPORT 2,500
    MARNITA'S TABLE
    2136 PENN AVENUE SOUTH
    MINNEAPOLIS,MN55405     		  PC CORE MISSION SUPPORT 50,000
    MAYO CLINIC
    200 FIRST STREET SW
    ROCHESTER,MN55905     		  PC MAYO CENTER FOR WOMEN'S HEALTHY CENTER 500,000
    MIGIZI
    1845 EAST LAKE STREET
    MINNEAPOLIS,MN55407     		  PC CORE MISSION SUPPORT 20,000
    MIND & LIFE INSTITUTE
    977 SEMINOLE TRAIL PMB 363
    CHARLOTTESVILLE,VA22901     		  PC CORE MISSION SUPPORT & FALL DHARMSALA TRIP/EVENT 35,000
    MINDFUL LIFE PROJECT
    124 WASHINGTON AVENUE SUITE B
    RICHMOND,CA94801     		  PC CORE MISSION SUPPORT 25,000
    MINNEAPOLIS PARKS FOUNDATION
    4800 MINNEHAHA AVENUE SOUTH
    MINNEAPOLIS,MN55417     		  PC CORE MISSION SUPPORT 20,000
    MINNESOTA COUNCIL OF CHURCHES
    122 WEST FRANKLIN AVENUE SUITE 100
    MINNEAPOLIS,MN55404     		  PC CORE MISSION SUPPORT 25,000
    MINNESOTA LANDSCAPE ARBORETUM FOUNDATION
    3675 ARBORETUM DRIVE
    CHASKA,MN553189613     		  PC ENVIRONMENTAL EDUCATION PROGRAMS 15,000
    MINNPOST
    PO BOX 18438
    MINNEAPOLIS,MN55418     		  PC CORE MISSION SUPPORT 5,000
    MN COUNCIL ON FOUNDATIONS
    800 WASHINGTON AVENUE N SUITE 703
    MINNEAPOLIS,MN554011167     		  PC 2022 MEMBERSHIP DUES 9,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    321 E MAIL STREET SUITE 424
    BOZEMAN,MT59047     		  PC PROTECTING AND CONNECTING WILDLIFE AND COMMUNITIES OF THE GREATER YELLOWSTONE ECOSYSTEM TO ADDRESS IMPACTS OF CLIMATE CHANGE PROJECT 100,000
    NEXTGEN CLIMATE AMERICA INC
    1414 K STREET 6TH FLOOR
    SACRAMENTO,CA95814     		  PC YOUTH VOTE ACTIVITIES 5,000
    PAGE EDUCATION FOUNDATION
    901 N 3RD STREET SUITE 355
    MINNEAPOLIS,MN55401     		  PC CORE MISSION SUPPORT AND IMPACT STUDY 20,000
    PLANNED PARENTHOOD OF GREATER TEXAS
    7424 GREENVILLE AVE SUITE 206
    DALLAS,TX75231     		  PC CORE MISSION SUPPORT 20,000
    PLANNED PARENTHOOD OF NORTH CENTRAL STATES
    671 VANDALIA STREET
    SAINT PAUL,MN55114     		  PC PEER EDUCATION AND COMMUNITY ASSESSMENT: EMPOWERING A VITAL GENERATION PROGRAM 75,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    79 JOHN F KENNEDY STREET 123
    CAMBRIDGE,MA02138     		  PC GEORGE LEADERSHIP FELLOWSHIP FUND 135,000
    PROJECT SUCCESS
    ONE GROVELAND TERRACE
    MINNEAPOLIS,MN554031172     		  PC CORE MISSION SUPPORT 30,000
    RIPPLE EFFECT IMAGES
    12110 SUNSET HILLS ROAD SUITE 600
    RESTON,VA20190     		  PC CORE MISSION SUPPORT 20,000
    SIGMA CHI FOUNDATION
    1714 HINMAN AVENUE
    EVANSTON,IL60201     		  PC THE BILL GEORGE AUTHENTIC LEADERSHIP CERTIFICATE PROGRAM 50,000
    SOJOURNERS
    408 C STREET NORTHEAST
    WASHINGTON,DC20002     		  PC CORE MISSION SUPPORT 75,000
    SOMALI SUCCESS SCHOOL
    2812 EAST 26TH STREET
    MINNEAPOLIS,MN55406     		  PC CORE MISSION SUPPORT 25,000
    TERGAR INTERNATIONAL
    1621 E HENNEPIN AVENUE SUITE 210
    MINNEAPOLIS,MN55414     		  PC CORE MISSION SUPPORT 10,000
    THE CARTER CENTER
    ONE COPENHILL 453 JOHN LEWIS
    FREEDOM PARKWAY NE
    ATLANTA,GA30307     		  PC EDUCATIONAL INTERNSHIP PROGRAM 50,000
    THE FILM SOCIETY OF MINNEAPOLIS ST PAUL
    125 SE MAIN STREET SUITE 341
    MINNEAPOLIS,MN55414     		  PC WOMEN IN FILM 10,000
    THE LOPPET FOUNDATION INC
    1301 THEODORE WIRTH PARKWAY
    MINNEAPOLIS,MN55422     		  PC CORE MISSION SUPPORT 25,000
    THE NATURE CONSERVANCY
    1101 W RIVER PKWY SUITE 200
    MINNEAPOLIS,MN55415     		  PC RESILIENT WATERS IN MINNESOTA PROGRAM 20,000
    THE ON BEING PROJECT
    1619 HENNEPIN AVENUE SOUTH
    MINNEAPOLIS,MN55403     		  PC CIVIL CONVERSATIONS & SOCIAL HEALING INITIATIVE 100,000
    THE SANNEH FOUNDATION
    2090 CONWAY STREET
    SAINT PAUL,MN55119     		  PC CORE MISSION SUPPORT 20,000
    TIDES CENTER
    ATTN ACCOUNTS RECEIVABLE -
    IM4US-PROJECT 3043 PO BOX 399385
    SAN FRANCISCO,CA941399385     		  PC CORE MISSION SUPPORT & CONFERENCE FOR IM4US 25,000
    UCSF FOUNDATION
    LOCKBOX 45339
    SAN FRANCISCO,CA941450339     		  PC OSHER CENTER EXCELLENCE FUND FOR PROGRAM ACTIVITIES RELATED TO THE AREA OF INTEGRATIVE HEALTH AND HEALING 8,300
    UNIVERSITY OF MINNESOTA FOUNDATION
    HUMPHREY SCHOOL OF PUBLIC AFFAIRS
    PO BOX 860266
    MINNEAPOLIS,MN55486     		  PC SCHOLARSHIPS FOR WOMEN AND LEADERS OF COLOR IN THE NONPROFIT SECTOR FOR THE HUMPHREY POLICY FELLOWS PROGRAM 25,000
    UNIVERSITY OF MINNESOTA FOUNDATION
    HUMPHREY SCHOOL OF PUBLIC AFFAIRS
    PO BOX 860266
    MINNEAPOLIS,MN55486     		  PC MONDALE DIALOGUE SERIES 5,000
    UNIVERSITY OF ST THOMAS
    2115 SUMMIT AVENUE
    SAINT PAUL,MN55105     		  PC GEORGE FAMILY WHOLE-PERSON HEALTH INITIATIVE 166,667
    VOCALESSENCE
    1900 NICOLLET AVENUE
    MINNEAPOLIS,MN55403     		  PC CORE MISSION SUPPORT 10,000
    VOYAGEUR OUTWARD BOUND SCHOOL
    1650 CARROLL AVENUE
    SAINT PAUL,MN55104     		  PC CORE MISSION FOR URBAN YOUTH OUTWARD BOUND 15,000
    WALKING MOUNTAINS SCIENCE CENTER
    PO BOX 9469
    AVON,CO81620     		  PC COMMUNITY PROGRAMS 30,000
    WALLIN EDUCATION PARTNERS
    451 LEXINGTON PKWY N SUITE 100
    ST PAUL,MN55104     		  PC GEORGE FELLOWS OPPORTUNITY PATHWAYS PROGRAM A 25,000
    WILDERNESS INQUIRY
    1611 COUNTY ROAD B WEST SUITE 315
    ST PAUL,MN55113     		  PC CORE MISSION SUPPORT 15,000
    WOMEN MOVING MILLIONS
    19 FULTON STREET SUITE 301
    NEW YORK,NY10038     		  PC WMM PHILANTHROPIC LEADERSHIP CURRICULUM PROGRAM 25,000
    WOMEN'S FOUNDATION OF MINNESOTA
    105 FIFTH AVENUE SOUTH SUITE 300
    MINNEAPOLIS,MN554016050     		  PC WENDA WEEKES MOORE INTERNSHIP AND REATHA CLARK KING FELLOWSHIP PROGRAM 20,000
    YMCA OF THE NORTH
    651 NICOLLET MALL SUITE 500
    MINNEAPOLIS,MN55402     		  PC GEORGE WELLBEING CENTER 1,000,000
    Total .................................bullet 3b 3,791,467
    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 ...........     		    14 266,698  
    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 ............     		    18 1,342,700  
    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 2,310,918 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,310,918
    (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.)
    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
    GEORGE FAMILY FOUNDATION
     
    Employer identification number

    41-1730855
    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
    GEORGE FAMILY FOUNDATION
          		Employer identification number
    41-1730855
    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
    WILLIAM W GEORGE CHARITABLE LEAD UNITRUST
     
    200 SOUTH SIXTH STREET SUITE 400
     
    MINNEAPOLIS, MN55402

    		$ 202,259


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ANN PILGRAM GEORGE CHARITABLE LEAD UNITRUST
     
    200 SOUTH SIXTH STREET SUITE 400
     
    MINNEAPOLIS, MN55402

    		$ 202,259


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    WILLIAM W AND ANN PILGRAM GEORGE
    200 SOUTH SIXTH STREET SUITE 400
     
    MINNEAPOLIS, MN55402

    		$ 7,128,858


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    GEORGE FAMILY FOUNDATION
          		Employer identification number

    41-1730855
    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
    3
    		 63 SHARES KEURIG DR PEPPER INC $ 2,224 2021-12-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 7,631 SHARES APPLE INC $ 1,122,215 2021-08-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 3,151 SHARES MICROSOFT COPORATION $ 912,278 2021-08-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 63 SHARES KEURIG DR PEPPER INC $ 2,224 2021-12-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 665 SHARES MARVELL TECHNLOGY, INC $ 57,582 2021-12-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 1,535 SHARES UNITED HEALTH GROUP INC $ 733,945 2021-12-13
    Schedule B (Form 990) (2021)
    Name of organization
    GEORGE FAMILY FOUNDATION
          		Employer identification number

    41-1730855
    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
    3
    		 142 SHARES VICTORIA'S SECRET & COMPANY $ 7,086 2021-12-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 1,220 SHARES ADVANCED MICRO DEVICES, INC $ 163,236 2021-12-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 430 SHARES BATH & BODY WORKS, INC $ 31,300 2021-12-13
    (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
    GEORGE FAMILY FOUNDATION
          		Employer identification number

    41-1730855
    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 AccountingFeesSchedule
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 32,212 0   32,212

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Category Amount
    NONE 0

    TY 2021 DistributionFromCorpusElection
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Election:
    SEE GENERAL EXPLANATION STATEMENT 18

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    THE 1440 FOUNDATION
          		895 BETHANY DRIVE
    SCOTTS VALLEY,CA95066     		2020-06-18 400,000 SUPPORT THE DEVELOPMENT OF 1440 LEADERSHIP CENTER & THE CENTER'S SCHOLARSHIP PROGRAM 356,674 NONE 07/13/2022   TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, NO PORTION OF THE GRANTED FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT AS SET FORTH ABOVE.
    THE 1440 FOUNDATION
          		895 BETHANY DRIVE
    SCOTTS VALLEY,CA95066     		2019-07-03 400,000 SUPPORT THE DEVELOPMENT OF 1440 LEADERSHIP CENTER & SCHOLARSHIPS 400,000 NONE 07/13/2022   TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, NO PORTION OF THE GRANTED FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT AS SET FORTH ABOVE.

    TY 2021 GeneralExplanationAttachment
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Identifier Return Reference Explanation
      FORM 990PF PT XIII LN 4C - ELECTION UNDER REG SEC 53.4942(A)-3(D)(2) ELECTION UNDER REG SECTION 53.4942(A)-3(D)(2) TO TREAT EXCESS QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUSSTATEMENT REGARDING QUALIFYING STATUS AS A CONDUIT PRIVATE FOUNDATIONPURSUANT TO IRC SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE TAXPAYER HEREBY ELECTS TO TREAT THE CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $1,600,572 AS BEING MADE OUT OF CORPUS.PURSUANT TO IRC SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2)(IV), THE TAXPAYER HEREBY ELECTS TO TREAT AS CURRENT DISTRIBUTION OUT OF CORPUS $2,905,343 WHICH WAS PREVIOUSLY DISTRIBUTED IN 2020; $2,930,297 WHICH WAS PREVIOUSLY DISTRIBUTED IN 2016; AND $100,764 WHICH WAS PREVIOUSLY DISTRIBUTED IN 2017 AND CARRIED OVER. THE TAXPAYER ALSO HEREBY ELECTS TO TREAT SUCH AMOUNTS AS A DISTRIBUTION OUT OF CORPUS UNDER TREASURY REGULATIONS SECTION 53.9492(A)-3(D)(1)(III). THE TAXPAYER IS ALLOWED TO MAKE SUCH ELECTIONS BECAUSE (1) SUCH AMOUNT HAS NOT BEEN AVAILED OF FOR ANY OTHER PURPOSE BY THE TAXPAYER, (2) SUCH CORPUS DISTRIBUTION OCCURRED WITHIN THE PRECEDING FIVE YEARS, AND (3) SUCH AMOUNT WILL NOT LATER BY AVAILED OF FOR ANY OTHER PURPOSE. AS SUCH, THE TAXPAYER MEETS THE REQUIREMENTS OF IRC SECTION 170(B)(1)(A)(VII), 170(B)(1)(F)(II), AND 4942(H) IN THAT (A) THE TAXPAYER HAD NO REMAINING UNDISTRIBUTABLE INCOME FROM ANY PRIOR TAX YEAR, (B) THE TAXPAYER DISTRIBUTED ALL OF ITS DISTRIBUTABLE AMOUNT FOR 2021 SO THAT THERE WAS NO UNDISTRIBUTABLE AMOUNT FOR 2021, AND (C) THE TAXPAYER MADE QUALIFYING DISTRIBUTIONS OUT OF CORPUS IN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED BY THE TAXPAYER DURING 2021. THEREFORE, THE TAXPAYER IS A CONDUIT PRIVATE FOUNDATION IN 2021 AND QUALIFIES AS A 50% CHARITY.__________________________________________SIGNATURE OF OFFICER

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3M COMPANY 1.75% 02/14/2023 SR LIEN 423,381 432,565
    AT&T INC. 2.75% 06/01/2031 USD SER * SR LIEN 15,653 15,355
    BANK OF MONTREAL MTN 2.9% 03/26/2022 SR LIEN 374,048 380,210
    BANK OF NOVA SCOTIA 2.0% 11/15/2022 SR LIEN 314,902 319,954
    BB&T CORPORATION MTN 3.05% 06/20/2022 SR LIEN 314,991 318,384
    BP CAP MARKETS AMERICA 2.75% 05/10/2023 SER * SR LIEN 15,189 15,422
    CANADIAN IMPERIAL BANK 3.5% 09/13/2023 USD SER BKNT SR LIEN 39,931 42,238
    DOMINION ENERGY INC 3.3% 03/15/2025 USD SER A SR LIEN 424,324 448,862
    DOWDUPONT INC. 4.205% 11/15/2023 USD SR LIEN 225,829 239,164
    FISERV, INC. 2.75% 07/01/2024 USD SR LIEN 25,433 26,207
    GLAXOSMITHKLINE CAPITAL PLC 2.85% 05/08/2022 SR LIEN 39,960 40,508
    GLAXOSMITHKLINE CAPITAL PLC 3.375% 05/15/2023 SER 5Y SR LIEN 356,525 363,976
    JPMORGAN CHASE & CO. HYBRID 04/01/2023 SR LIEN CPN 03/22/19 3.207% 42,000 42,587
    KEYBANK NATIONAL ASSOCIATION 3.3% 02/01/2022 SER FXD SR LIEN 399,820 406,388
    LABORATORY CORPORATION OF AMER 2.3% 12/01/2024 USD SR LIEN 10,369 10,267
    M&T BANK CORPORATION 3.55% 07/26/2023 USD SR LIEN 39,969 42,137
    MCDONALD'S CORPORATION MTN 3.35% 04/01/2023 SR LIEN 32,887 34,250
    MERCK & CO., INC. 2.4% 09/15/2022 SR LIEN 38,743 39,618
    MITSUBISHI UFJ FIN GRP 2.193% 02/25/2025 USD SR LIEN 250,000 256,971
    MOODY'S CORPORATION 2.625% 01/15/2023 USD SER WI SR LIEN 373,878 385,790
    MPLX LP 4.8% 02/15/2029 USD SR LIEN 5,841 5,805
    NATIONAL RURAL UTIL COOP MTN 2.3% 09/15/2022 SR LIEN 374,925 381,563
    ORACLE CORPORATION 2.4% 09/15/2023 USD SR LIEN 397,090 410,783
    ORACLE CORPORATION 2.5% 04/01/2025 USD SR LIEN 26,219 25,752
    PACCAR FINANCIAL CORP MTN 0.35% 08/11/2023 USD SR LIEN 339,555 337,750
    PAYPAL HOLDINGS, INC. 2.4% 10/01/2024 USD SR LIEN 20,211 20,824
    PFIZER INC. 3.4% 05/15/2024 USD SR LIEN 114,532 117,007
    PROCTER & GAMBLE COMPANY (THE) 2.15% 08/11/2022 SR LIEN 274,599 280,352
    PUBLIC SERVICE ELECTRIC MTN 3.25% 09/01/2023 USD SR LIEN 36,935 38,693
    RECKITT BENCKISER TREASURY SER 2.375% 06/24/2022 PVT REGS SR LIEN 399,232 403,154
    ROYAL BANK OF CANADA MTN 2.25% 11/01/2024 USD SR LIEN 374,168 386,685
    ROYAL BANK OF CANADA MTN 2.8% 04/29/2022 SR LIEN 49,979 50,649
    SUMITOMO MITSUI FINANCIAL GROU 2.448% 09/27/2024 USD SR LIEN 375,000 388,175
    TEXAS INSTRUMENTS INC 2.25% 05/01/2023 USD SR LIEN 36,529 37,653
    TORONTO-DOMINION BANK (THE) MTN 1.9% 12/01/2022 SR LIEN 374,584 380,263
    TOTAL CAPITAL INTERNATIONAL SA 2.875% 02/17/2022 SR LIEN 400,095 405,533
    TOYOTA MOTOR CREDIT CORP MTN 2.0% 10/07/2024 USD SR LIEN 269,757 277,635
    U.S. BANCORP 2.4% 07/30/2024 USD SR LIEN 415,592 434,046
    UNITEDHEALTH GROUP INC 2.375% 10/15/2022 SR LIEN 254,171 259,897

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY CMN 17,242 16,850
    ABBOTT LABORATORIES CMN 29,632 41,237
    ABBVIE INC CMN 28,170 39,537
    ACCENTURE PLC CMN CLASS A 24,547 43,528
    ADOBE INC CMN 35,696 44,798
    ADVANCED MICRO DEVICES, INC. CMN 16,460 28,780
    AES CORP. CMN 2,509 2,479
    AFLAC INCORPORATED CMN 4,594 6,773
    AGILENT TECHNOLOGIES, INC. CMN 4,851 7,663
    AGREE REALTY CORPORATION CMN 39,063 43,811
    AIR PRODUCTS & CHEMICALS INC CMN 10,409 11,007
    AKAMAI TECHNOLOGIES, INC. CMN 2,806 3,043
    ALAMO GROUP INC. CMN 35,098 60,344
    ALASKA AIR GROUP INC(DEL HLDG) CMN 1,012 1,303
    ALBEMARLE CORP CMN 2,879 4,449
    ALCON, INC. CMN 10,314 33,628
    ALLEGIANTTRAVEL COMPANY CMN 38,669 47,321
    ALLSTATE CORPORATION COMMON STOCK 4,571 5,686
    ALPHABET INC. CMN CLASS A 76,263 144,852
    ALPHABET INC. CMN CLASS C 71,819 135,999
    AMAZON.COM INC CMN 228,988 240,072
    AMCOR PLC CMN 2,862 3,039
    AMEREN CORPORATION CMN 2,924 3,204
    AMERICAN AIRLINES GROUP INC CMN 1,355 1,814
    AMERICAN ELECTRIC POWER INC CMN 7,309 8,007
    AMERICAN EXPRESS CO. CMN 10,541 17,342
    AMERICAN TOWER CORPORATION CMN 19,008 22,336
    AMERICAN WATER WORKS CO, INC. CMN 4,523 5,666
    AMERIPRISE FINANCIAL, INC. CMN 5,390 8,748
    AMERIS BANCORP CMN 48,237 73,748
    AMERISAFE,INC CMN 27,928 33,967
    AMERISOURCEBERGEN CORPORATION CMN 2,254 3,056
    AMGEN INC. CMN 22,809 21,147
    ANALOG DEVICES, INC. CMN 11,270 15,292
    AON PUBLIC LIMITED COMPANY CMN 7,954 11,722
    APPLE INC. CMN 298,694 461,486
    APPLIED MATERIALS INC CMN 10,517 24,076
    APTIV PLC CMN 3,998 7,258
    ARCHER-DANIELS-MIDLAND COMPANY CMN 4,194 6,286
    ARISTA NETWORKS, INC. CMN 2,882 5,463
    ARTIVION INC CMN 36,438 33,008
    ASSURANT, INC. CMN 1,481 1,714
    AT&T INC. CMN 34,779 28,733
    ATRICURE,INC CMN 26,266 62,716
    AUTODESK, INC. CMN 8,644 10,123
    AVALONBAY COMMUNITIES INC CMN 3,410 5,592
    AVIENT CORCMN 60,081 100,800
    AZENTA INCCMN 44,938 64,444
    BAKER HUGHES CO CMN 2,480 3,296
    BALCHEM CORPORATION CMN 17,275 50,772
    BALL CORPORATION CMN 4,057 5,102
    BANK OF AMERICA CORP CMN 31,836 54,100
    BATH & BODY WORKS, INC. CMN 1,311 3,141
    BECTON, DICKINSON AND COMPANY CMN 12,194 11,820
    BEST BUY CO INC CMN 4,079 3,785
    BIOGEN INC. CMN 7,229 5,998
    BLACKROCK, INC. CMN 15,708 23,805
    BOOKING HOLDINGS INC. CMN 12,270 16,795
    BOOT BARNHOLDINGS, INC. CMN 20,043 76,783
    BORGWARNER INC. CMN 1,508 1,623
    BOSTON PROPERTIES, INC. COMMON STOCK 2,068 2,788
    BOSTON SCIENTIFIC CORP. COMMON STOCK 9,166 9,898
    BRISTOL-MYERS SQUIBB COMPANY CMN 23,359 22,945
    CALVERT HIGH YIELD BOND FUND CLASS I SHARES 1,959,500 1,991,770
    CAMPBELL SOUP CO CMN 1,514 1,304
    CANADIAN PACIFIC RAILWAY LTD CMN 2,584 2,810
    CAPITAL ONE FINANCIAL CORP CMN 5,357 11,317
    CARDINAL HEALTH, INC. CMN 2,732 2,703
    CARMAX, INC. CMN 2,781 3,386
    CARNIVAL CORPORATION CMN 2,199 2,595
    CARRIER GLOBAL CORPORATION CMN 6,073 7,887
    CASTLE BIOSCIENCES INC CMN 29,867 24,436
    CATALENT, INC. CMN 2,892 3,457
    CATERPILLAR INC (DELAWARE) CMN 12,860 18,813
    CATHAY GENERAL BANCORP CMN 45,778 61,003
    CBOE GLOBAL MARKETS, INC CMN 1,708 2,478
    CBRE GROUP, INC. CMN CLASS A 2,749 6,294
    CELANESE CORPORATION COMMON STOCK 2,805 3,193
    CENTENE CORPORATION CMN 6,168 7,910
    CENTRAL GARDEN & PET COMPANY CMN CLASS A NON VOTING SHARES 43,886 63,880
    CERENCE, INC. CMN 45,130 44,834
    CF INDUSTRIES HOLDINGS, INC. CMN 1,734 2,548
    CHARLES SCHWAB CORPORATION CMN 10,282 22,791
    CHEMOCENTRYX, INC CMN 23,671 23,666
    CHUBB LIMITED CMN 9,725 14,946
    CHURCH & DWIGHT CO., INC. CMN 3,065 3,280
    CHURCHILLDOWNS INCORPORATED CMN 29,825 67,639
    CHUYS HLDGS INC CMN 18,879 22,048
    CIGNA CORP CMN 10,539 13,319
    CISCO SYSTEMS, INC. CMN 29,506 44,359
    CITIGROUP INC. CMN 18,031 21,076
    CITIZENS FINANCIAL GROUP, INC. CMN 2,057 3,686
    CLOROX CO (THE) (DELAWARE) CMN 4,717 3,662
    CMS ENERGY CORPORATION CMN 3,234 3,578
    COCA-COLA COMPANY (THE) CMN 31,017 38,013
    COHEN & STEERS, INC. CMN 23,800 65,220
    COLGATE-PALMOLIVE CO CMN 10,889 12,033
    COMCAST CORPORATION CMN CLASS A VOTING 32,948 37,898
    COMERICA INCORPORATED CMN 995 1,841
    CONAGRA BRANDS INC CMN 3,103 2,800
    CORTEVA, INC. CMN 3,379 5,721
    COVETRUS,INC. CMN 49,223 39,960
    CRYOPORT,INC. CMN 21,470 53,135
    CSX CORPORATION CMN 9,322 13,987
    CUMMINS INC COMMON STOCK 5,307 5,453
    CVS HEALTH CORP CMN 14,519 23,005
    D.R. HORTON, INC. CMN 3,813 5,639
    DANAHER CORPORATION CMN 23,247 34,568
    DAVITA INC CMN 863 1,138
    DEERE & COMPANY CMN 9,071 16,165
    DELTA AIR LINES, INC. CMN 2,993 4,103
    DESCARTESSYSTEMS GRP (THE) CMN 34,292 64,904
    DIGITAL REALTY TRUST, INC. CMN 7,163 8,189
    DISCOVER FINANCIAL SERVICES CMN 2,682 5,894
    DOMINION ENERGY INC CMN 10,985 10,998
    DOW INC CMN 5,757 7,203
    DTE ENERGY COMPANY CMN 3,502 4,215
    DUKE ENERGY CORPORATION CMN 11,073 13,847
    DXC TECHNOLOGY COMPANY CMN 863 1,352
    EASTMAN CHEMICAL COMPANY CMN 1,604 2,677
    EATON CORP PLC CMN 6,589 11,233
    EBAY INC. CMN 6,136 7,116
    ECOLAB INC. CMN 7,617 9,169
    EDWARDS LIFESCIENCES CORPORATI CMN 7,933 13,085
    ELEVANCE HEALTH INC CMN 11,325 18,542
    ELI LILLY & CO CMN 20,023 36,185
    ENDAVA PLCADR CMN 39,195 79,762
    ENTERGY CORPORATION CMN 3,552 4,055
    EQUINIX, INC. REIT 11,662 12,688
    EQUITY RESIDENTIAL CMN 3,311 5,284
    ESSEX PROPERTY TRUST INC CMN 2,326 3,898
    ESTEE LAUDER COS INC CL-A CMN CLASS A 8,552 14,438
    ETSY, INC. CMN 4,730 4,817
    EVEREST RE GROUP LTD CMN 1,279 1,370
    EVERSOURCE ENERGY CMN 5,389 5,641
    EXELON CORPORATION CMN 6,162 9,530
    EXPEDITORS INTERNATIONAL OF WA CMN 2,205 3,357
    FEDERAL RLTY INVT TR SBI CMN 942 1,500
    FEDEX CORPORATION CMN 8,569 10,604
    FIFTH THIRD BANCORP CMN 2,291 4,648
    FIRST REPUBLIC BANK CMN SERIES 3,492 5,576
    FIVE BELOWINC CMN 6,733 40,344
    FMC CORPORATION CMN 1,628 1,656
    FORD MOTOR COMPANY CMN 4,656 13,687
    FREEPORT-MCMORAN INC CMN 3,650 10,266
    GAP INC CMN 697 706
    GENERAL ELECTRIC COMPANY CMN 9,655 17,208
    GENERAL MILLS INC CMN 6,649 7,008
    GENERAL MOTORS COMPANY CMN 7,958 14,130
    GILEAD SCIENCES CMN 14,243 15,030
    GLACIER BANCORP INC (NEW) CMN 37,206 72,293
    GLOBE LIFE INC CMN 977 1,031
    GLOBUS MEDICAL INC CMN CLASS A 22,468 75,016
    GOLDMAN SACHS GROUP, INC.(THE) CMN 1,641,821 7,784,893
    GRAND CANYON EDUCATION, INC. CMN 20,253 52,712
    HALLIBURTON COMPANY CMN 2,500 3,385
    HALOZYME THERAPEUTICS, INC. CMN 67,246 75,394
    HANESBRANDS INC. CMN 909 953
    HARTFORD FINANCIAL SRVCS GROUP CMN 2,454 4,096
    HASBRO, INC. CMN 1,745 2,239
    HEALTHEQUITY, INC. CMN 45,385 40,480
    HEALTHPEAK PROPERTIES INC CMN 2,581 3,392
    HEARTLANDEXPRESS INC CMN 14,298 17,913
    HELEN OF TROY LTD (NEW) CMN 17,563 40,338
    HELIOS TECHNOLOGIES INC. CMN 32,820 86,870
    HEWLETT PACKARD ENTERPRISE CO CMN 2,056 3,416
    HILTON WORLDWIDE HOLDINGS INC. CMN 4,026 7,176
    HOLOGIC INCORPORATED CMN 2,995 3,369
    HORACE MANN EDUCATORS CORP CMN 52,478 47,988
    HORMEL FOODS CORPORATION CMN 2,154 2,050
    HOST HOTELS & RESORTS INC CMN 1,198 1,913
    HOULIHAN LOKEY, INC. CMN 32,818 73,603
    HP INC. CMN 3,733 7,774
    HUMANA INC. CMN 8,803 9,756
    HUNTINGTON BANCSHARES INCORPOR CMN 2,514 3,660
    ICF INTERNATIONAL INC CMN 30,609 56,685
    ICU MEDICAL INC CMN 7,567 31,092
    IDACORP, INC. CMN 34,532 50,536
    IHS MARKIT LTD CMN 5,681 8,773
    ILLINOIS TOOL WORKS CMN 9,049 11,409
    ILLUMINA, INC CMN 9,036 9,511
    INDEPENDENT BANK CORP. CMN 25,819 32,066
    INGERSOLL RAND INC CMN 3,130 3,898
    INTEGRA LIFESCIENCES HOLDING CORPORATION 45,488 54,664
    INTEL CORPORATION CMN 32,905 34,608
    INTERNATIONAL PAPER CO. CMN 3,524 3,101
    INTERPUBLIC GROUP COS CMN 1,236 2,434
    INTL BUSINESS MACHINES CORP CMN 17,771 20,065
    INTL.FLAVORS & FRAGRANCE CMN 5,234 6,058
    INTRA-CELLULAR THERAPIES, INC. CMN 16,901 17,796
    INVESCO LTD. CMN 963 2,095
    IRON MOUNTAIN INCORPORATED CMN 1,587 2,647
    J. M. SMUCKER COMPANY (THE) CMN 1,812 2,173
    JOHNSON & JOHNSON CMN 64,651 74,073
    JOHNSON CONTROLS INTERNATIONAL CMN 4,768 9,543
    JPMORGAN CHASE & CO CMN 49,198 77,750
    KELLOGG COMPANY CMN 3,230 3,028
    KEYCORP CMN 2,076 3,816
    KEYSIGHT TECHNOLOGIES, INC. CMN 3,015 5,989
    KIMBERLY-CLARK CORPORATION CMN 8,798 8,067
    KIMCO REALTY CORPORATION CMN 1,061 2,145
    KINDER MORGAN INC CMN CLASS P 4,598 5,139
    KLA CORP CMN 7,322 10,753
    KROGER COMPANY CMN 4,005 5,069
    KYNDRYL HOLDINGS INC CMN 873 525
    LAM RESEARCH CORPORATION CMN 8,647 16,575
    LAS VEGAS SANDS CORP. CMN 2,548 2,033
    LEIDOS HLDGS INC CMN 1,744 1,689
    LHC GROUP,INC. CMN 40,795 50,363
    LINCOLN NATL.CORP.INC. CMN 1,626 2,799
    LINDE PLC CMN 21,107 29,447
    LITHIA MOTORS INC CL-A CMN CLASS A 14,742 50,482
    LOEWS CORPORATION CMN 1,101 1,733
    LOWES COMPANIES INC CMN 18,376 29,984
    LUMEN TECHNOLOGIES INC CMN 1,757 2,033
    LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A 5,099 4,427
    MACOM TECHNOLOGY SOLUTIONS CMN 41,427 99,833
    MAGNOLIA OIL & GAS CORP CMN CLASS A 49,818 75,952
    MARATHON PETROLEUM CORPORATION CMN 4,225 6,975
    MARRIOTT INTERNATIONAL, INC CMN CLASS A 4,267 7,271
    MASTERCARD INCORPORATED CMN CLASS A 48,284 52,461
    MATADOR RES CO CMN 49,711 55,380
    MC DONALDS CORP CMN 25,518 32,705
    MCCORMICK & CO NON VTG SHRS CMN 3,725 3,588
    MCKESSON CORPORATION CMN 3,891 6,226
    MEDPACE HOLDINGS, INC. CMN 46,613 83,356
    MEDTRONIC PUBLIC LIMITED COMPA CMN 22,675 23,071
    MERCK & CO., INC. CMN 33,492 32,197
    META PLATFORMS INC-CLASS A CMN CLASS A 102,865 132,522
    METLIFE, INC. CMN 5,174 8,124
    METTLER-TOLEDO INTL CMN 3,839 6,789
    MGM RESORTS INTERNATIONAL CMN 1,433 3,007
    MICROCHIP TECHNOLOGY INCORPORA CMN 6,744 7,835
    MICRON TECHNOLOGY, INC. CMN 8,835 17,624
    MICROSOFT CORPORATION CMN 262,075 418,046
    MINERALS TECHNOLOGIES INC. CMN 49,922 61,007
    MOHAWK INDUSTRIES INC COMMON STOCK 926 1,822
    MOLSON COORS BEVERAGE CO CMN CLASS B 930 1,159
    MONDELEZ INTERNATIONAL, INC. CMN 13,156 15,532
    MOODY'S CORPORATION CMN 8,219 11,327
    MORGAN STANLEY CMN 14,200 26,601
    MOSAIC COMPANY (THE) CMN 1,097 2,318
    MSCI INC. CMN 5,063 8,578
    NASDAQ INC. CMN 3,117 4,830
    NATIONAL HEALTH INVESTORS, INC CMN 35,258 34,438
    NEWELL BRANDS INC CMN 1,566 1,310
    NEWMONT CORP CMN 8,888 8,125
    NEWS CORPORATION CMN CLASS A 1,162 1,160
    NEWS CORPORATION CMN CLASS B 165 203
    NIELSEN HLDGS PLC CMN 896 1,190
    NIKE CLASS-B CMN CLASS B 22,500 35,167
    NISOURCE INC. CMN 1,336 1,546
    NORFOLK SOUTHERN CORP CMN 8,334 11,908
    NORTHERN TRUST CORP CMN 4,275 6,015
    NORTHWESTERN CORPORATION CMN 48,286 58,989
    NORTONLIFELOCK IN CMN 2,206 2,546
    NOVANTA INC. CMN 40,021 80,406
    NOVARTIS AG-ADR SPONSORED ADR CMN 74,113 169,167
    NRG ENERGY, INC. CMN 1,539 1,852
    NVIDIA CORPORATION CMN 51,588 121,467
    OCEANFIRSTFINANCIAL CORP CMN 38,772 48,418
    OLLIE'S BARGAIN OUTLET HLDG INC CMN 36,857 27,540
    OMNICOM GROUP CMN 2,890 2,811
    ONEOK INC CMN 1,987 4,113
    OPEN LENDING CORP CMN 25,557 15,736
    ORGANON & CO CMN 1,577 1,188
    ORION OFFICE REIT INC CMN 136 93
    OXFORD INDINC CMN 28,960 44,161
    PACCAR INC CMN 4,878 4,937
    PACIFIC PREMIER BANCORP, INC CMN 60,480 64,969
    PARKER-HANNIFIN CORP. CMN 4,592 6,999
    PATRICK INDUSTRIES, INC. CMN 41,742 68,990
    PAYCOR HCM, INC. CMN 40,075 40,075
    PAYLOCITYHOLDING CORPORATION CMN 17,847 59,985
    PENTAIR PLC. CMN 1,316 1,972
    PEPSICO, INC. CMN 31,101 39,501
    PERFORMANCE FOOD GROUP COMPANY CMN 54,990 81,179
    PFIZER INC. CMN 40,792 54,739
    PGIM HIGH YIELD FUND CLASS Z 1,967,641 2,022,007
    PHREESIA INC CMN 58,931 70,030
    PINNACLE WEST CAPITAL CORP CMN 1,465 1,341
    PNC FINANCIAL SERVICES GROUP, CMN 7,675 13,836
    PPG INDUSTRIES, INC. CMN 4,654 6,725
    PPL CORPORATION CMN 3,970 4,206
    PRIMORIS SERVICES CORPORATION CMN 48,302 47,118
    PRINCIPAL FINANCIAL GROUP, INC CMN 2,427 2,893
    PROCTER & GAMBLE COMPANY (THE) CMN 53,688 64,941
    PROGYNY INC CMN 26,965 51,709
    PROLOGIS INC CMN 12,854 20,708
    PRUDENTIAL FINANCIAL INC CMN 5,086 7,252
    PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 4,752 5,806
    PULTEGROUP INC. CMN 2,145 2,636
    PVH CORP CMN 711 1,280
    QUALCOMM INC CMN 21,045 34,197
    QUEST DIAGNOSTICS INCORPORATED CMN 2,665 3,806
    RALPH LAUREN CORP CMN CLASS A 610 956
    RAPID7, INC. CMN 41,099 85,443
    RBC BEARINGS INCORPORATED CMN 29,878 74,729
    REALTY INCOME CORPORATION CMN 5,273 5,962
    REGENCY CENTERS CORPORATION CMN 1,179 2,051
    REGENERON PHARMACEUTICAL INC CMN 11,088 11,367
    REGIONS FINANCIAL CORPORATION CMN 1,914 3,405
    REPUBLIC SERVICES INC CMN 2,908 4,477
    RESMED INC. CMN 4,269 5,991
    REVOLVE GROUP INC CMN CLASS A 19,341 25,218
    RITCHIE BROS. AUCTIONEERS INC CMN 21,206 59,863
    ROCKWELL AUTOMATION INC CMN 4,421 6,628
    ROYAL CARIBBEAN GROUP ISIN: LR0008862868 2,299 2,768
    RYMAN HOSPITALITY PPTYS INC CMN 45,801 51,498
    S&P GLOBAL INC. CMN 14,605 19,349
    SALESFORCE INC CMN 32,341 40,915
    SCHLUMBERGER LTD CMN 4,734 7,038
    SEACOAST BANKING CORPORATION O CMN 51,387 70,780
    SEAGATE TECHNOLOGY HOLDIN PLC CMN 1,566 3,859
    SEMPRA ENERGY CMN 7,158 7,336
    SHYFT GROUP, INC. (THE) CMN 29,722 49,867
    SILGAN HOLDINGS INC CMN 14,666 27,932
    SILICON LABORATORIES INC. CMN 25,514 72,660
    SIMON PROPERTY GROUP INC CMN 4,174 9,267
    SKYLINE CHAMPION CORPORATION CMN 39,638 122,814
    SOUTHWEST AIRLINES CO CMN 3,282 4,113
    SPX CORPORATION CMN 68,387 67,438
    STAG INDUSTRIAL, INC. CMN 49,723 100,008
    STANLEY BLACK & DECKER, INC. CMN 4,154 4,904
    STARBUCKS CORP. CMN 15,401 22,692
    STATE STREET CORPORATION (NEW) CMN 5,443 7,111
    STIFEL FINANCIAL CORP CMN 23,736 67,603
    SUPERNUS PHARMACEUTICALS, INC. CMN 51,904 58,641
    SYLVAMO CORPORATION CMN 190 139
    SYNCHRONY FINANCIAL CMN 2,345 4,361
    SYNEOS HEALTH INC CMN 37,106 89,229
    T. ROWE PRICE GROUP, INC. CMN 6,017 8,456
    TAPESTRY, INC. CMN 787 1,949
    TARGET CORPORATION CMN 11,432 18,978
    TE CONNECTIVITY LTD CMN 5,046 8,712
    TEREX CORP(NEW) CMN 32,444 31,864
    TEXAS INSTRUMENTS INC. CMN 21,040 28,459
    TEXAS ROADHOUSE, INC. CMN 28,825 89,280
    THE BANK OF NY MELLON CORP CMN 6,259 9,757
    THE HERSHEY COMPANY CMN 3,429 4,450
    THE HOME DEPOT, INC. CMN 50,232 72,627
    THE KRAFT HEINZ CO CMN 3,850 3,913
    THE SOUTHERN CO. CMN 11,225 12,002
    THE TRAVELERS COMPANIES, INC CMN 5,077 6,726
    THE WILLIAMS COMPANIES, INC. CMN 4,167 5,026
    TJX COMPANIES INC (NEW) CMN 11,980 15,260
    TRANE TECHNOLOGIES PUBLIC LIMI CMN 4,690 7,879
    TRUIST FINANCIAL CORPORATION CMN 9,177 13,408
    TYSON FOODS INC CL-A CMN CLASS A 3,194 4,358
    U.S. BANCORP CMN 9,366 13,648
    UFP INDUSTRIES, INC. CMN 13,332 86,949
    UNION PACIFIC CORP. CMN 20,960 27,208
    UNITED AIRLINES HOLDINGS INC CMN 2,158 2,583
    UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 19,066 25,506
    UNITEDHEALTH GROUP INCORPORATE CMN 50,334 78,334
    US ECOLOGYHOLDINGS INC CMN 31,774 24,115
    VENTAS, INC. CMN 2,643 3,300
    VERACYTE,INC. CMN 25,999 37,616
    VERISK ANALYTICS, INC. CMN 4,513 5,718
    VERIZON COMMUNICATIONS, INC. CMN 39,504 34,969
    VF CORP CMN 3,385 3,881
    VIATRIS INC CMN 3,105 2,652
    VIAVI SOLUTIONS, INC. CMN 49,231 66,956
    VISA INC. CMN CLASS A 57,519 60,245
    W.W. GRAINGER INC CMN 2,463 3,628
    WALGREENS BOOTS ALLIANCE, INC. CMN 4,842 6,103
    WALT DISNEY COMPANY (THE) CMN 39,169 46,467
    WASTE MANAGEMENT INC CMN 7,675 10,515
    WATERS CORPORATION COMMON STOCK 2,038 3,726
    WEC ENERGY GROUP, INC. CMN 3,721 3,980
    WELLS FARGO & CO (NEW) CMN 17,668 33,442
    WELLTOWER INC. CMN 4,880 5,918
    WEST PHARMACEUTICAL SERVICES INC 3,326 5,628
    WESTROCK COMPANY CMN 1,458 2,085
    WEYERHAEUSER COMPANY CMN 3,631 5,148
    WHIRLPOOL CORP. CMN 1,994 2,581
    WOLVERINEWORLD WIDE CMN 28,908 35,126
    XCEL ENERGY INC. CMN 5,647 5,521
    XYLEM INC. CMN 2,513 3,478
    YUM BRANDS, INC. CMN 4,314 6,388
    ZIMMER BIOMET HOLDINGS INC 4,741 4,328

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    US Government Securities - End of Year Book Value:

    6,414,618
    US Government Securities - End of Year Fair Market Value:

    6,258,454
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARTISAN: DYNAMIC EQUITY(NON-US EQUITY) OFFSHORE L.P. AT COST 0 3,170,487
    BROAD STREET REAL ESTATE CREDIT PARTNER III OFFSHORE LP AT COST 120,213 159,809
    GS MEZZANINE PARTNERS V PMD FUND OFFSHORE, LTD. (CLASS C) AT COST 0 26,600
    ISHARES MSCI EAFE ETF AT COST 223,534 296,923
    ISHARES RUSSELL 2000 ETF AT COST 191,990 387,953
    MN8 ENERGY LLC LLC AT COST 231,877 318,955
    PETERSHILL PRIVATE EQUITY OFFSHORE LP AT COST 70,772 196,585
    PRIVATE EQUITY MANAGERS (2016) OFFSHORE SCSP AT COST 1,033,023 1,920,989
    PRIVATE EQUITY MANAGERS (2017) OFFSHORE SCSP AT COST 1,036,765 2,120,880
    PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP AT COST 909,046 1,164,785
    PRIVATE EQUITY MANAGERS (2019) OFFSHORE SCSP AT COST 540,301 719,783
    PRIVATE EQUITY MANAGERS (2020) AT COST 175,364 187,681
    PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP AT COST 9,171 8,623
    PRIVATE TECHNOLOGY OPPORTUNITI AT COST 152,681 232,789
    SPDR S&P 500 ETF TRUST AT COST 7,018,877 16,157,572
    TCV XI ACCESS OFFSHORE SCSP AT COST 218,979 209,542
    TECHNOLOGY SELECT INDEX 'SPDR' AT COST 1,024,500 2,653,604
    VANGUARD FTSE EMERGING MKTS ETF AT COST 106,243 116,478
    VINTAGE FUND VI OFFSHORE, L.P. AT COST 0 246,872
    VINTAGE VII OFFSHORE SCSP AT COST 444,957 956,447
    VINTAGE VIII OFFSHORE SCSP AT COST 430,070 704,295
    WELLINGTON: NON-US EQUITY OFFSHORE LP AT COST 975,000 2,987,912
    WEST STREET CAPITAL PARTNERS VII PARALLEL, L.P. AT COST 378,272 610,263
    WEST STREET CAPITAL PARTNERS VIII - PARALLEL, L.P. AT COST 322,110 328,064
    WEST STREET STRATEGIC SOLUTION OFFSHORE FEEDER FUND I, LLC AT COST 213,773 235,690

    TY 2021 LegalFeesSchedule
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 209 0   209


    TY 2021 OtherExpensesSchedule
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 360 0   360
    DUES & SUBSCRIPTIONS 48,078 0   48,078
    INSURANCE 4,340 0   4,340
    MEALS & ENTERTAINMENT 5,662 0   5,662
    OFFICE SUPPLIES 3,687 0   3,687
    POSTAGE & DELIVERY 277 0   277
    TECHNOLOGY EXPENSE 39,612 0   39,612
    TELEPHONE & FAX EXPENSE 5,653 0   5,653
    UTILITIES 610 0   610


    TY 2021 OtherIncomeSchedule2
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INVESTMENT INCOME   184,007  
    GOLDMAN SACHS 464 464 464


    TY 2021 OtherLiabilitiesSchedule
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Description Beginning of Year - Book Value End of Year - Book Value
    BOOK ADJUSTMENT ON ALTERNATIVE INVESTMENTS 483,410 573,780


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT MANAGEMENT FEES - GOLDMAN SACHS 201,066 201,066   0
    CONSULTING FEES 221,304 0   221,304


    TY 2021 TaxesSchedule
    Name:
    GEORGE FAMILY FOUNDATION
    EIN:
    41-1730855
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX 31,733 0   31,733
    PROVISION FOR TAXES 35,516 0   0
    MN FILING FEE 25 0   25