Form990-PF
Click to see attachment
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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
KAHR FOUNDATION-IMA
 
Number and street (or P.O. box number if mail is not delivered to street address)4305 TRILLIUM WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNETRISTA, MN553647708
A Employer identification number

43-2093439
B Telephone number (see instructions)

(888) 730-4933
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$97,306,254J 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) 2,055,690
2 Check bullet.............
3 Interest on savings and temporary cash investments 23 23  
4 Dividends and interest from securities... 1,722,959 1,644,236  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,433,052
b Gross sales price for all assets on line 6a 11,069,252
7 Capital gain net income (from Part IV, line 2)... 3,433,052
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 10 0 0
12 Total. Add lines 1 through 11........ 7,211,734 5,077,311 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 24,953 0 0 24,953
b Accounting fees (attach schedule)....... Click to see attachment 6,260 3,130 0 3,130
c Other professional fees (attach schedule).... Click to see attachment 161,319 161,319 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 49,106 23,106 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,034 0 0 3,034
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 24,153 20,412 0 3,741
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 268,825 207,967 0 34,858
25 Contributions, gifts, grants paid....... 10,304,630 10,304,630
26 Total expenses and disbursements. Add lines 24 and 25 10,573,455 207,967 0 10,339,488
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,361,721
b Net investment income (if negative, enter -0-) 4,869,344
c Adjusted net income (if negative, enter -0-)... 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............. 153,113 150,344 150,344
2 Savings and temporary cash investments......... 1,249,399 2,287,493 2,287,493
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)      
b Investments—corporate stock (attach schedule)....... 18,058,779 Click to see attachment22,475,137 81,815,806
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment1,271,581 1,413,125
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,947,494 Click to see attachment10,792,245 11,639,486
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,408,785 36,976,800 97,306,254
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 32,408,785 36,976,800
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 32,408,785 36,976,800
30 Total liabilities and net assets/fund balances (see instructions). 32,408,785 36,976,800
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
32,408,785
2
Enter amount from Part I, line 27a .....................
2
-3,361,721
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,997,233
4
Add lines 1, 2, and 3 ..........................
4
38,044,297
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,067,497
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
36,976,800
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      
b INVESTMENT PARTNERSHIPS      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,039,385   7,636,200 3,403,185
b 12,839     12,839
c 17,028     17,028
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       3,403,185
b       12,839
c       17,028
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,433,052
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 3,416,024
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 67,684
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 67,684
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 55,787
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 64,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 119,787
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 163
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 51,940
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet51,940 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 ofbulletWELLS FARGO BANK N A TRUST TAX DEP Telephone no.bullet (888) 730-4933

    Located atbulletPO BOX 53456 MAC S3908-021PHOENIXAZ ZIP+4bullet85072
    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)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JEANNINE RIVET PRESIDENT
    1.00     		0 0 0
    4305 TRILLIUM WAY
    MINNESTRISTA,MN55364
    WARREN G HERREID II VP & TREASURER
    1.00     		0 0 0
    4305 TRILLIUM WAY
    MINNESTRISTA,MN55364
    KERRI BAWEK SECRETARY
    1.00     		0 0 0
    4305 TRILLIUM WAY
    MINNESTRISTA,MN55364
    ERIK KOLZ DIRECTOR
    1.00     		0 0 0
    4305 TRILLIUM WAY
    MINNESTRISTA,MN55364
    NIKKI HERREID NESS DIRECTOR
    1.00     		0 0 0
    4305 TRILLIUM WAY
    MINNESTRISTA,MN55364
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    WELLS FARGO BANK NA AGENT 161,319
    PO BOX 63954 MAC A0348-012
    SAN FRANCISCO,CA94163
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    85,047,929
    b
    Average of monthly cash balances.......................
    1b
    1,185,226
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    86,233,155
    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
    86,233,155
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,293,497
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    84,939,658
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,246,983
    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
    4,246,983
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    67,684
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    67,684
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,179,299
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,179,299
    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
    4,179,299
    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 4,179,299
    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...... 1,790,482
    b From 2017...... 1,297,005
    c From 2018...... 3,636,911
    d From 2019...... 4,162,523
    e From 2020...... 2,594,293
    f Total of lines 3a through e ........ 13,481,214
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 10,339,488
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 4,179,299
    e Remaining amount distributed out of corpus 6,160,189
    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 19,641,403
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,790,482
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		17,850,921
    10 Analysis of line 9:
    a Excess from 2017.... 1,297,005
    b Excess from 2018.... 3,636,911
    c Excess from 2019.... 4,162,523
    d Excess from 2020.... 2,594,293
    e Excess from 2021.... 6,160,189
    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).)
    JEANNINE RIVET
    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
    985 KTIS RADIO
    3003 SNELLING AVENUE N
    ST PAUL,MN55113     		NONE PC GENERAL SUPPORT 25,000
    ACCESSABILITY INC
    360 HOOVER ST NE
    MINNEAPOLIS,MN55413     		NONE PC PROJECT CONNECT 40,000
    AMERICAN LEGION FOUNDATION
    PO BOX 1055
    INDIANAPOLIS,IN46206     		NONE PC LEGACY SCHOLARSHIP FUND 5,000
    BANYAN COMMUNITY
    2529 13TH AVE SOUTH
    MINNEAPOLIS,MN55404     		NONE PC GENERAL SUPPORT 20,000
    BESTPREP MN BUSINESS VENTURE & TECHNOLOGY WORKSHOP
    7100 NORTHLAND CIRCLE N 402
    MINNEAPOLIS,MN55428     		NONE PC TECH/BUSINESS PROGRAMS 60,000
    BETHANY INTERNATIONAL
    6820 AUTO CLUB ROAD
    BLOOMINGTON,MN55438     		NONE PC GENERAL SUPPORT 178,957
    BIG BROTHERS BIG SISTERS OF AMERICA
    2502 N ROCKY POINT DR SUITE 550
    TAMPA,FL33607     		NONE PC GENERAL SUPPORT 5,000
    BRIELLE HOUSE
    138 W 1ST ST
    WACONIA,MN55387     		NONE PC GENERAL SUPPORT 50,000
    CAN DO CANINES
    9440 SCIENCE CENTER DR
    NEW HOPE,MN55428     		NONE PC FETCHING BALL GENERAL DONATION 25,000
    CONNECTED FAMILIES
    10800 OLD COUNTY RD 15 SUITE 100
    PLYMOUTH,MN55441     		NONE PC GENERAL SUPPORT 10,000
    CORE FOUNDATION
    PO BOX 3631
    RESTON,VA20195     		NONE PC GENERAL SUPPORT, RELIEF FUNDS 103,331
    CRADLE OF HOPE
    1970 OAKCREST AVENUE SUITE 104
    ROSEVILLE,MN55113     		NONE PC GENERAL SUPPORT 5,000
    CRESCENT COVE
    4201 BASS LAKE RD
    BROOKLYN CENTER,MN55429     		NONE PC CLINICAL OFFICE SPACE RENOVATIONS 5,000
    FAMILY POLICY FOUNDATION
    8655 EXPLORER DRIVE
    COLORADO SPRINGS,CO80920     		NONE PC 2020 STATESMEN ACADEMY 50,000
    FRASER FOUNDATION
    2400 WEST 64TH STREET
    MINNEAPOLIS,MN55423     		NONE PC GENERAL SUPPORT 25,000
    GAME PLAN 4 HOPE
    502 E 7TH ST
    HILLS,MN56138     		NONE PC GENERAL SUPPORT 5,000
    GIRL SCOUTS RIVER VALLEY
    400 ROBERT ST S
    ST PAUL,MN55107     		NONE PC GENERAL SUPPORT 60,000
    HAITI TEEN CHALLENGE
    740 E 24TH ST
    MINNEAPOLIS,MN55404     		NONE PC GENERAL SUPPORT 99,835
    HERITAGE MUSEUMS & GARDENS
    67 GROVE STREET
    SANDWICH,MA02563     		NONE PC SCHOOL EXPANSION PROJECT 468,198
    HOPE ACADEMY
    2300 CHICAGO AVE
    MINNEAPOLIS,MN55404     		NONE PC GENERAL SUPPORT 404,679
    HOPE CHEST FOR BREAST CANCER
    3850 SHORELINE DR S
    ORONO,MN55391     		NONE PC GENERAL SUPPORT 10,000
    HUMOR TO FIGHT THE TUMOR
    16404 EAGLE RIDGE DR
    MINNETONKA,MN55345     		NONE PC GENERAL SUPPORT 5,000
    IRONWOOD SPRINGS CHRISTIAN RANCH
    7291 COUNTY ROAD 6 SW
    STEWARTVILLE,MN55976     		NONE PC MILIARY AND AUTISM PROGRAMS 5,000
    KILIMANJARO MISSION HOSPITAL
    5911 JOHN ANDERSON HWY
    FLAGLER BEACH,FL32136     		NONE PC GENERAL SUPPORT 35,000
    LUVERNE AREA AQUATICS AND FITNESS
    802 N BLUE MOUND AVE
    LUVERNE,MN56156     		NONE GOV GENERAL SUPPORT 200,755
    LUVERNE INITIATIVES FOR TOMORROW (LIFT)
    213 EAST LUVERNE STREET
    LUVERNE,MN56156     		NONE PC GENERAL SUPPORT 10,000
    MINNESOTA ADULT & TEEN CHALLENGE
    1619 PORTLAND AVE S
    MINNEAPOLIS,MN55404     		NONE PC GENERAL SUPPORT 176,000
    MINNESOTA ANIMAL HUMANE SOCIETY
    845 MEADOW LANE NORTH
    GOLDEN VALLEY,MN55422     		NONE PC GENERAL SUPPORT 1,012,713
    MINNESOTA ARBORETUM
    3675 ARBORETUM DR
    CHASKA,MN55318     		NONE PC GENERAL SUPPORT 362,437
    MINNESOTA FAMILY COUNCIL
    2855 ANTHONY LN S STE 150
    MINNEAPOLIS,MN55418     		NONE PC GENERAL SUPPORT 25,000
    MINNESOTA ZOO
    13000 ZOO BLVD
    APPLE VALLEY,MN55124     		NONE PC GENERAL FUND 2,113,651
    MN FAMILY INSTITUTE
    2855 ANTHONY LN S STE 150
    MINNEAPOLIS,MN55418     		NONE PC CHURCH AMBASSADOR NETWORK 60,000
    NORTHSIDE ACHIEVEMENT ZONE
    2123 W BROADWAY AVE STE 100
    MINNEAPOLIS,MN55411     		NONE PC GENERAL SUPPORT 10,000
    NORWAY HOUSE
    913 EAST FRANKLIN AVENUE
    MINNEAPOLIS,MN55404     		NONE PC GENERAL SUPPORT 1,203,946
    PULSE OUTREACH
    34 13TH AVE NE SUITE B001
    MINNEAPOLIS,MN55413     		NONE PC GENERAL SUPPORT 511,305
    REDEEMER CENTER FOR LIFE
    1800 GLENWOOD AVE
    MINNEAPOLIS,MN55405     		NONE PC JOB/INDEPENDENCE PROGRAMS 25,000
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PC DISASTER FUNDS 25,000
    SOUTHWEST CHRISTIAN HIGH SCHOOL
    1981 BAVARIA RD
    CHASKA,MN55318     		NONE PC GENERAL SUPPORT 1,012,646
    SOUTHWEST INITIATIVE FOUNDATION
    15 3RD AVENUE NW
    HUTCHINSON,MN55350     		NONE PC GENERAL SUPPORT 15,000
    TAKE CHARGE MINNESOTA
    706 2ND AVE S STE 900
    MINNEAPOLIS,MN55402     		NONE PC GENERAL SUPPORT 95,000
    THE FRONT LINE FOUNDATION
    6422 W LAKE STREET
    ST LOUIS PARK,MN55426     		NONE PC SCHOLARSHIPS, EQUIPMENT, MN DEPENDENT SUPPORT 50,000
    THE HISTORY THEATRE INC
    30 E TENTH ST
    ST PAUL,MN55101     		NONE PC GENERAL SUPPORT 10,000
    THE ORDWAY CENTER FOR THE PERFORMING ARTS
    345 WASHINGTON STREET
    ST PAUL,MN55102     		NONE PC GENERAL SUPPORT 10,000
    THE SALVATION ARMY MINNESOTA
    2445 PRIOR AVE N
    ROSEVILLE,MN55113     		NONE PC GENERAL SUPPORT 1,501,177
    TREEHOUSE YOUTH OUTREACH
    5666 LINCOLN DRIVE SUITE 201
    MINNEAPOLIS,MN55436     		NONE PC TREEHOUSE NEXT PROGRAM 25,000
    TWIN CITIES RISE
    1301 BRYANT AVENUE N
    MINNEAPOLIS,MN55411     		NONE PC GENERAL SUPPORT 10,000
    UNITED HEALTH CARE CHILDREN'S FOUNDATION
    PO BOX 41
    MINNEAPOLIS,MN55440     		NONE PC GENERAL SUPPORT 25,000
    WAY TO GROW
    125 WEST BROADWAY AVENUE SUITE 110
    MINNEAPOLIS,MN55411     		NONE PC CAPACITY BUILDING CAMPAIGN 25,000
    YOUNG AMERICA'S FOUNDATION
    11480 COMMERCE PARK DRIVE
    RESTON,VA20191     		NONE PC SCHOLARSHIPS 25,000
    YOUTH FRONTIERS
    5215 EDINA INDUSTRIAL BLVD SUITE
    400
    MINNEAPOLIS,MN55439     		NONE PC CHARACTER AND LEADERSHIP PROGRAMS 50,000
    YWCA MINNEAPOLIS
    1130 NICOLLET MALL
    MINNEAPOLIS,MN55403     		NONE PC GENERAL SUPPORT 15,000
    Total .................................bullet 3a 10,304,630
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 23  
    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 3,433,052  
    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 5,156,044 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,156,044
    (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
    KAHR FOUNDATION-IMA
     
    Employer identification number

    43-2093439
    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
    KAHR FOUNDATION-IMA
          		Employer identification number
    43-2093439
    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
    JEANNINE RIVET
     
    4305 TRILLIUM WAY
     
    MINNETRISTA, MN55364

    		$ 2,055,690


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    43-2093439
    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
    1
    		 4,124 SHARES UNITED HEALTH GROUP $ 2,055,690 2021-12-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    KAHR FOUNDATION-IMA
          		Employer identification number

    43-2093439
    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:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,260 3,130 0 3,130

    TY 2021 GeneralExplanationAttachment
    Name:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Identifier Return Reference Explanation
    STOCK DONATION FORM 990PF, PART XV ANIMAL HUMANE SOCIETYSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 06/09/2021NUMBER OF UNITS: 2,512DONOR BASIS: $79,932FAIR MARKET VALUE: $1,012,713BETHANY INTERNATIONALSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 02/02/2021NUMBER OF UNITS: 525DONOR BASIS: $16,706FAIR MARKET VALUE: $178,957CORE FOUNDATIONSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 11/08/2021NUMBER OF UNITS: 225DONOR BASIS: $7,160FAIR MARKET VALUE: $103,331HAITI TEEN CHALLENGESTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 05/19/2021NUMBER OF UNITS: 245DONOR BASIS: $7,796FAIR MARKET VALUE: $99,835HERITAGE MUSEUM & GARDENSSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 08/13/2021NUMBER OF UNITS: 976DONOR BASIS: $31,056FAIR MARKET VALUE: $398,198HOPE ACADEMY STOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 08/13/2021NUMBER OF UNITS: 732DONOR BASIS: $23,292FAIR MARKET VALUE: $298,649HOPE ACADEMY STOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 12/27/2021NUMBER OF UNITS: 210DONOR BASIS: $6,682FAIR MARKET VALUE: $104,679LUVERNE AREA AQUATICS AND FITNESSSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 06/16/2021NUMBER OF UNITS: 502DONOR BASIS: $15,974FAIR MARKET VALUE: $200,755MINNESOTA ADULT & TEEN CHALLENGESTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 09/28/2021NUMBER OF UNITS: 366DONOR BASIS: $11,646FAIR MARKET VALUE: $146,587MINNESOTA LANDSCAPE ARBORETUMSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 06/09/2021NUMBER OF UNITS: 837DONOR BASIS: $26,633FAIR MARKET VALUE: $337,437MINNESOTA ZOOSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 05/19/21NUMBER OF UNITS: 5,187DONOR BASIS: $165,050FAIR MARKET VALUE: $2,113,651NORWAY HOUSE STOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 05/19/2021NUMBER OF UNITS: 2,930DONOR BASIS: $93,233FAIR MARKET VALUE: $1,193,946PULSESTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 02/02/2021NUMBER OF UNITS: 1,500DONOR BASIS: $47,730FAIR MARKET VALUE: $511,305SALVATION ARMYSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 8/19/2021NUMBER OF UNITS: 3,571DONOR BASIS: $113,629FAIR MARKET VALUE: $1,501,177SOUTHWEST CHRISTIAN HIGH SCHOOLSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 11/08/2021NUMBER OF UNITS: 2,205DONOR BASIS: $70,163FAIR MARKET VALUE: $1,012,646

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VANGUARD HIGH YIELD CORPORATE FUND 667,527 716,824
    PIMCO EMERGING MARKETS BOND FUND 604,054 696,301

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,510 SHARES OF ABIOMED INC. 250,027 542,347
    109,723 SHARES OF UNITED HEALTH GROUP, INC. 4,692,749 55,096,307
    2,025 SHARES OF INTUITIVE SURGICAL INC 250,717 727,583
    2,000 SHARES OF FASTLY INC CL A 167,348 70,900
    770 SHARES OF FIRST TRUST TECHNLGY ETF 69,138 101,655
    100 SHARES OF PARKER-HANNIFIN CORP 21,077 31,812
    ABBVIE INC 53,224 64,315
    ACCENTURE PLC 19,359 63,426
    ACTIVISION BLIZZARD INC 31,625 37,589
    AERCAP HOLDINGS NV 142,066 160,541
    AGCO CORP COM 59,274 46,640
    ALIGN TECHNOLOGY INC 17,007 75,576
    ALLEGHANY CORP DEL NEW 142,036 131,515
    ALLISON TRANSMISSION HOLDINGS 97,379 87,349
    ALPHABET INC CL C 170,929 627,909
    AMAZON COM INC COM 127,473 320,097
    AMGEN INC 46,510 47,694
    AMPHENOL CORP CL A 63,417 130,140
    APTARGROUP INC COM 150,297 126,889
    APPLE INC 109,386 834,046
    ARISTA NETWORKS INC 39,025 102,063
    ARMSTRONG WORLD INDUSTRIES INC 161,879 196,591
    BALL CORP 126,116 146,234
    BLACK KNIGHT INC 118,784 147,378
    BLACKROCK INC 53,815 130,925
    BLACKSTONE GROUP INC/THE 57,177 131,719
    BOEING CO 39,017 53,954
    BOOKING HOLDINGS INC 103,661 141,555
    BOSTON SCIENTIFIC CORP COM 48,090 70,389
    BROADCOM INC 100,293 269,491
    BROWN FORMAN CORP CL B 86,720 98,507
    CANADIAN PAC RY LTD 48,023 70,933
    CARMAX INC 125,189 194,303
    CELANESE CORP 45,205 112,264
    CENTENE CORP DEL 42,760 79,681
    CHEWY INC 45,653 31,254
    CHIPOTLE MEXICAN GRILL INC 42,307 69,930
    CHURCHILL DOWNS INC 135,583 143,336
    CINCINNATI FINANCIAL CORP 111,415 186,845
    CISCO SYSTEMS INC 49,385 127,500
    CITIGROUP INC. 93,076 113,835
    CITRIX SYS INC COM 130,881 105,184
    COGNIZANT TECH SOLUTIONS CRP COM 49,385 81,268
    CONSTELLATION BRANDS INC 49,547 66,507
    COPART INC COM 148,057 250,476
    CVS HEALTH CORPORATION 46,606 96,867
    DANAHER CORP 20,784 81,923
    DEXCOM INC 23,188 95,040
    DIAGEO PLC - ADR 51,093 99,723
    DOLLAR TREE INC 107,704 175,931
    EATON CORP PLC 81,030 113,370
    ECOLAB INC 22,153 38,707
    ELECTRONIC ARTS INC 53,631 75,843
    ELI LILLY & CO COM 66,939 170,980
    ENTEGRIS INC 97,785 264,688
    ESTEE LAUDER COMPANIES INC 23,854 86,256
    FIDELITY NATL INFORMATION SVCS INC 112,861 120,174
    FLEETCOR TECHNOLOGIES INC 72,110 64,914
    FLEX LTD 20,694 43,387
    FORTUNE BRANDS HOME & SECURITY 42,360 76,220
    GARMIN LTD 47,842 68,494
    GXO LOGISTICS INC 11,526 42,327
    HAEMONETICS CORP MASS 86,846 38,613
    HAIN CELESTIAL GROUP INC 24,493 50,237
    HASBRO INC 148,854 163,561
    INTERCONTINENTAL EXCHANGE, INC 38,285 78,780
    INTERPUBLIC GROUP COS INC 42,073 81,117
    ISHARES CORE S&P SMALL-CAP ETF 2,944,414 3,706,689
    JPMORGAN CHASE & CO 58,080 152,808
    LAM RESEARCH CORP COM 26,811 101,400
    LAMB WESTON HOLDINGS INC 172,793 160,732
    LAS VEGAS SANDS CORP 58,810 47,803
    LULULEMON ATHLETICA INC 35,369 62,632
    M & T BANK CORPORATION COM 134,464 140,372
    MANULIFE FINANCIAL CORP 76,914 103,378
    MEDTRONIC PLC 52,225 53,587
    MERCK & CO INC NEW 45,222 64,914
    META PLATFORMS INC 135,903 255,962
    MICROSOFT CORP 128,543 824,657
    MOELIS & CO 81,982 158,588
    MONDELEZ INTERNATIONAL INC 56,741 87,993
    MORGAN STANLEY 34,801 74,700
    NETFLIX INC 17,175 68,076
    NEWMARKET CORP 126,538 104,187
    NORWEGIAN CRUISE LINE HOLDING 58,438 34,740
    NVIDIA CORP 15,942 126,173
    OKTA INC 60,040 61,871
    OLD DOMINION FREIGHT LINES INC 63,089 157,687
    OTIS WORLDWIDE CORP 135,605 182,063
    PALO ALTO NETWORKS INC 23,547 95,206
    PERRIGO CO PLC 128,084 87,564
    POOL CORPORATION 18,788 72,448
    POST HOLDINGS INC 174,145 196,601
    RAYTHEON TECHNOLOGIES CORP 79,852 88,039
    S&P GLOBAL INC 25,592 82,116
    SALESFORCE COM INC 42,666 118,170
    SENSATA TECHNOLOGIES HOLDING 70,584 103,578
    SERVICENOW INC 57,384 103,858
    SKYWORKS SOLUTIONS INC 105,616 159,174
    STERIS PLC 112,580 162,111
    SUNCOR ENERGY INC NEW F 40,048 52,037
    SYSCO CORP 44,831 71,795
    TARGET CORP 19,793 77,070
    TE CONNECTIVITY LTD 24,938 62,277
    TELADOC HEALTH INC 73,123 34,249
    THERMO FISHER SCIENTIFIC INC 11,228 82,738
    TORONTO DOMINION BK ONT COM NEW 76,917 109,499
    TOTAL SE-SPON ADR 52,046 67,760
    TRACTOR SUPPLY CO COM 18,523 82,078
    TRANSDIGM GROUP INC 26,235 57,265
    TRIMBLE INC 27,396 56,586
    TWILIO INC 59,435 56,881
    ULTA BEAUTY, INC 49,415 84,530
    UNIFIRST CORP MASS 142,351 134,656
    UNILEVER PLC - ADR 54,267 57,717
    UNION PACIFIC CORP 14,175 91,703
    UNITED PARCEL SERVICE-CL B 39,443 96,239
    VANGUARD FTSE DEVELOPED ETF 1,030,411 1,749,316
    VANGUARD FTSE EMERGING MARKETS ETF 4,920,746 5,503,414
    VERTEX PHARMACEUTICALS INC COM 30,990 42,163
    VISA INC-CLASS A SHRS 93,964 171,201
    VULCAN MATERIALS COMPANY 137,972 220,658
    WALT DISNEY CO 16,154 73,728
    WASTE MANAGEMENT INC 67,925 113,325
    XPO LOGISTICS INC 16,517 36,082
    ZENDESK INC 52,765 57,358

    TY 2021 InvestmentsOtherSchedule2
    Name:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STORE CAPITAL CORP AT COST 107,565 118,818
    BLACKSTONE REAL ESTATE INCOME TRUST AT COST 815,914 1,064,425
    BC DOUBLE IMPACT II ASP FUND AT COST 182,290 182,290
    BREP ASIA II ASP FUND R/INT IE1 AT COST 404,546 404,546
    CARLYLE REALTY PART VII-II ASP R/I1 AT COST 250,716 250,716
    NUVEEN GLOBAL CITIES REIT AT COST 225,000 257,726
    SIG GUFF DISTRSD REAL EST ASP R/I1 AT COST 152,624 152,624
    STARWOOD REIT AT COST 200,000 237,846
    INVESCO OPTIMUM YIELD DIVERS AT COST 618,418 737,025
    BLACKROCK GL L/S CREDIT-K #1940 AT COST 1,302,900 1,276,574
    CANYON BALANCED ASP FUND R/I1-2E AT COST 382,490 417,391
    MARSHALL WACE EUREKA ASP FD R/I1E AT COST 1,000,000 1,386,500
    NEUBERGER BERMAN LONG SH-INS #1830 AT COST 1,280,488 1,332,846
    PWP ASSET BASED INC II ASP R/I1-2 AT COST 63,882 57,502
    SEER CAP PARTNERS ASP FUND R/I1E AT COST 300,000 257,245
    COLONY DISTRCRED IV ACCESS ASP R/I1E AT COST 341,846 341,846
    STRATEGIC PARTNERS VII ASP FD R/I1E AT COST 663,594 663,594
    BLACKROCK SP CR OPP II ASP FD R/I1 AT COST 20,415 20,415
    CARLYLE ENERGY MEZZ ACCESS ASP R/I1 AT COST 68,859 68,859
    GSO CAPITAL SOLUTIONS III ASP R/IE1 AT COST 156,146 156,146
    LS DISTRESSED XI ASP FUND R/I1E AT COST 204,552 204,552
    IMPRICOR AT COST 1,500,000 1,500,000
    SYNER FUSE AT COST 500,000 500,000
    LABELS TO LEARN AT COST 50,000 50,000

    TY 2021 LegalFeesSchedule
    Name:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 24,953 0 0 24,953


    TY 2021 OtherDecreasesSchedule
    Name:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Description Amount
    DONATED STOCK - COST BASIS ADJUSTMENT 1,067,497


    TY 2021 OtherExpensesSchedule
    Name:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES FROM WELLS FARGO -7600 90 90 0 0
    FOUNDATION, EDUCATION, AND OPERATIONS 3,716 0 0 3,716
    MN FILING FEE 25 0 0 25
    INVESTMENT LOSSES - AGGREGATE K-1S 20,322 20,322 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 10 0 0


    TY 2021 OtherIncreasesSchedule
    Name:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Description Amount
    GRANTED STOCK - COST BASIS ADJUSTMENT 8,497,182
    OTHER CHANGES IN NET ASSETS 87,797
    PARTNERSHIP INVESTMENT ADJUSTMENTS 412,254


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSET MANAGEMENT FEES 161,319 161,319 0 0


    TY 2021 TaxesSchedule
    Name:
    KAHR FOUNDATION-IMA
    EIN:
    43-2093439
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES PAID 26,000 0 0 0
    FOREIGN TAXES PAID 23,106 23,106 0 0