Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
Name of foundation
EDINA REALTY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6800 FRANCE AVE S RMSTE 600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN554352017
A Employer identification number

41-1826980
B Telephone number (see instructions)

(952) 928-5412
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$430,256J 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) 439,622
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 439,622 0 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 72,321 0 0 72,321
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 19,682 0 0 19,382
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,914 0 0 3,914
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 14,171 0 0 6,617
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 110,088 0 0 102,234
25 Contributions, gifts, grants paid....... 432,670 432,670
26 Total expenses and disbursements. Add lines 24 and 25 542,758 0 0 534,904
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -103,136
b Net investment income (if negative, enter -0-) 0
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............. 486,294 395,299 395,299
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet24,652
Less: allowance for doubtful accounts bullet   40,636 24,652 24,652
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.......... 6,000 10,305 10,305
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 532,930 430,256 430,256
Liabilities 17 Accounts payable and accrued expenses.......... 390 852
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)......... 390 852
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........... 492,508 410,223
25 Net assets with donor restrictions............ 40,032 19,181
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 532,540 429,404
30 Total liabilities and net assets/fund balances (see instructions). 532,930 430,256
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
532,540
2
Enter amount from Part I, line 27a .....................
2
-103,136
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
429,404
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
429,404
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
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 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN, WI
    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
    Yes
     
    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 ofbulletMICHELE CICI Telephone no.bullet (952) 928-5412

    Located atbullet6800 FRANCE AVE S STE 200EDINAMN ZIP+4bullet554352107
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    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
    MICHELE CICI DIRECTOR/TREASURER
    4.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    KEVIN SPERLE OFFICER
    5.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    KARA EGAN OFFICER
    2.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    ALEX WESTMAN EXECUTIVE DIRECTOR
    16.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    SCOTT TEECE OFFICER
    1.50     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    KEENAN OLSON OFFICER
    4.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    BRETTE HERMANN OFFICER
    2.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    JOHN SMABY OFFICER
    1.00     		0 0 0
    6800 FRANCE AVE S
    EDINA,MN55435
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS THAT PROVIDE HOUSING AND SERVICES TO THE DISADVANTAGED. 462,583
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    446,241
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    446,241
    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
    446,241
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    6,694
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    439,547
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    21,977
    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
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
     
    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  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 534,904
    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..... 0
    e Remaining amount distributed out of corpus 534,904
    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 5 534,904
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		534,904
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 534,904
    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
    0 0 0 0 0
    b 85% (0.85) of line 2a ......... 0 0 0 0 0
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		534,904 355,687 371,213 498,427 1,760,231
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		534,904 355,687 371,213 498,427 1,760,231
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......   391,178 349,437 372,329 1,112,944
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		        0
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SUSAN COWSERT
    6800 FRANCE AVE S STE 625
    EDINA,MN55435
    (952) 928-5356
    bThe form in which applications should be submitted and information and materials they should include:
    COMPLETED GRANT AND TAX DETERMINATION LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE STATEMENT 4
    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
    CANNON FALLS
    820 E MINNESOTA ST
    CANNON FALLS,MN55009     		NONE PC ASSISTANCE TO THE DISADVANTAGED 50
    NORTHFIELD UNION OF YOUTH
    PO BOX 481
    NORTHFIELD,MN55057     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    RUTH'S HOUSE OF HOPE
    219 4TH AVE NW
    FARIBAULT,MN55021     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    COMMUNITY SUPPORT CENTER
    1600 SILVER LAKE RD
    NEW BRIGHTON,MN55112     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    HALLIE Q BROWN COMMUNITY
    270 NORTH KENT STREET
    ST PAUL,MN551021744     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    SAFE FAMILIES FOR CHILDREN MN
    PO BOX 120673
    STPAUL,MN551120022     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    AKELEY REGIONAL
    PO BOX 183
    AKELEY,MN56433     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    UNITED WAY - SHERBURNE COUNTY
    200 5TH ST NW STE L
    ELK RIVER,MN55330     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    RELATIONSHIP SAFETY ALLIANCE
    PO BOX 602
    BRAINERD,MN56401     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    EXCHANGE CLUB CENTER
    1850 AUSTIN RD 100
    OWATONNA,MN55060     		NONE PC ASSISTANCE TO THE DISADVANTAGED 500
    RED WING AREA FOOD SHELF
    1755 OLD WEST MAIN ST 103
    RED WING,MN55066     		NONE PC ASSISTANCE TO THE DISADVANTAGED 575
    HOPE & HARBOR HOMELESS SHELTER
    979 BURTON ST
    RED WING,MN55066     		NONE PC ASSISTANCE TO THE DISADVANTAGED 575
    ARROWHEAD ECONOMIC OPPORTUNITY
    8367 ENTERPRISE DR N
    VIRGINIA,MN55792     		NONE PC ASSISTANCE TO THE DISADVANTAGED 600
    WASECA AREA CAREGIVER SERVICES
    113 2ND ST NE
    WASECA,MN56093     		NONE PC ASSISTANCE TO THE DISADVANTAGED 700
    GRACE PLACE
    66 E 2ND ST
    WINONA,MN55987     		NONE PC ASSISTANCE TO THE DISADVANTAGED 750
    CATHOLIC CHARITIES
    111 MARKET ST 2
    WINONA,MN55987     		NONE PC ASSISTANCE TO THE DISADVANTAGED 750
    ROTARY CLUB OF CENTRAL LAKES
    PO BOX 587
    PEQUOT LAKES,MN56472     		NONE PC ASSISTANCE TO THE DISADVANTAGED 750
    WINONA VOLUNTEER SERVICES
    402 E 2ND ST
    WINONA,MN55987     		NONE PC ASSISTANCE TO THE DISADVANTAGED 750
    AVENUES FOR HOMELESS YOUTH
    1708 OAK PARK AVE N
    MINNEAPOLIS,MN55411     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    WILLMAR AREA FOOD SHELF
    624 PACIFIC AVE
    WILLMAR,MN56201     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    TASKS UNLIMITED
    2419 NICOLLET AVE S
    MINNEAPOLIS,MN55404     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    WHITE BEAR LAKE EM FOOD SHELF
    1884 WHITAKER AVE
    WHITE BEAR LAKE,MN55110     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    ASSISTANCE & RESOURCE CENTER
    PO BOX 223
    RIVER FALLS,MN54022     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    SOLID GROUND
    3521 CENTURY AVE N
    WHITE BEAR LAKE,MN55110     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    THE LIFT COMMUNITY
    1740 VAN DYKE ST
    MAPLEWOOD,MN55109     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    WHITE BEAR LAKE EDUCATIONAL
    4855 BLOOM AVE
    WHITE BEAR LAKE,MN55110     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    BIG BROTHERSBIG SISTERS OF
    424 GALLOWAY STREET
    EAU CLAIRE,MN54703     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    AIN DAH YUNG OUR HOME SHELTER
    1089 PORTLAND AVE
    ST PAUL,MN55104     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    REVERENCE FOR LIFE AND CONCERN
    309 7TH ST NW
    WILLMAR,MN56201     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    BIG LAKE COMMUNITY FOOD SHELF
    160 LAKE ST N
    BIG LAKE,MN553090501     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    CATHOLIC CHARITIES OF THE
    911 8TH ST N PO BOX 2390
    ST CLOUD,MN563022390     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    AREA FOOD SHELF OF
    PO BOX 186 204 1ST ST NW
    NEW RICHLAND,MN56072     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    NORTH ST PAUL AREA FOOD SHELF
    2538 E SEPPALA BLVD
    NORTH ST PAUL,MN55109     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    BECKER FOOD SHELF
    PO BOX 181
    BECKER MN,MN55308     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    MCLEOD ALLIANCE
    PO BOX 393
    HUTCHINSON,MN55350     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    DIVISION OF INDIAN WORK
    1001 EAST LAKE ST
    MINNEAPOLIS,MN55407     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    MONTICELLO HELP CENTER
    224 W 3RD ST
    MONTICELLO,MN55362     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    INTERFAITH OUTREACH AND
    1605 COUNTY ROAD 101 N
    PLYMOUTH,MN55447     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    UNITED COMMUNITY
    1400 S SARATOGA ST
    MARSHALL,MN56258     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    MAHTOMEDI AREA FOOD SHELF
    700 MAHTOMEDI AVE
    MAHTOMEDI,MN55115     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    CANVAS HEALTH
    7066 STILLWATER BLVD N
    OAKDALE,MN55128     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    MILES IN MY SHOES
    PO BOX 583177
    MINNEAPOLIS,MN55458     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    HMONG AMERICAN PARTNERSHIP
    1075 ARCADE ST
    ST PAUL,MN55106     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    COMMUNITY ACTION CENTER OF
    1651 JEFFERSON PKWY HS200
    NORTHFIELD,MN55057     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    REVERENCE FOR LIFE
    660 18TH ST
    GRANITE FALLS,MN56241     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    COMMON CUP MINISTRY
    105 SECOND AVE SW 2
    HUTCHINSON,MN55350     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    YOUTH LINK
    41 N 12TH ST
    MINNEAPOLIS,MN55403     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,000
    HUDSON AREA BACKPACK PROGRAM
    PO BOX 491
    HUDSON,WI54016     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,200
    OPERATION HELP
    901 FOURTH ST 214
    HUDSON,WI54016     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,200
    HABITAT FOR HUMANITY OF
    204 7TH ST W
    NORTHFIELD,MN550572419     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,200
    SALVATION ARMYGRACE PLACE
    505 W 8TH ST
    NEW RICHMOND,MN54017     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,200
    BASIC NEEDS INC
    445 BROADWAY AVE
    ST PAUL PARK,MN55071     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,370
    BUFFALO FOOD SHELF
    PO BOX 222
    BUFFALO,MN55313     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,400
    SAFE HAVEN SHELTER
    PO BOX 3558
    DULUTH,MN55803     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    HOPE CHEST
    3850 SHORELINE DR S
    WAYZATA,MN55391     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    REFUGE HOUSING
    867 PIERCE BUTLER AVE
    ST PAUL,MN55104     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    UNITED WAY OF CARLTON COUNTY
    807 CLOQUET AVE
    CLOQUET,MN55720     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    THE LANDING MN INC
    718 22ND STREET NE
    ROCHESTER,MN55906     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    PINKY SWEAR FOUNDATION
    5555 W 78TH ST SUITE E
    EDINA,MN55439     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    WESTERN COMMUNITIES ACTION
    5213 SHORELINE DRIVE
    MOUND,MN55364     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    HARBOR HOUSE CRISIS SHELTER
    1531 HUGHITT AVE
    SUPERIOR,MN54880     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,500
    OUR NEIGHBORS PLACE
    PO BOX 274
    RIVER FALLS,MN54022     		NONE PC ASSISTANCE TO THE DISADVANTAGED 1,700
    FACE TO FACE
    1165 ARCADE ST
    ST PAUL,MN55106     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    AMERICAN RED CROSS
    1201 WEST RIVER PKWY
    MINNEAPOLIS,MN55454     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    INTERFAITH ACTION
    1041 GRAND AVE 312
    ST PAUL,MN55105     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    COMMUNITY EMERGENCY SERVICE
    1900 11TH AVE S
    MINNEAPOLIS,MN55404     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    UNITED WAY OF HASTINGS
    PO BOX 353
    HASTINGS,MN550330353     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    BREAKTHROUGH MINISTRIES
    PO BOX 931
    BURNSVILLE,MN55337     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    THE BUTTERFLY HOUSE
    PO BOX 172
    ST CROIX FALLS,MN54024     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    ASCENSION PLACEHAVEN HOUSING
    1803 BRYANT AVE N
    MINNEAPOLIS,MN55411     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    NEIGHBORS INC
    222 GRAND AVE W
    SOUTH ST PAUL,MN55075     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    LAKES AREA FOOD SHELF
    29282 STATE HWY 371
    PEQUOT LAKES,MN56472     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    NORTHWOODS HOMELESS SHELTERS
    PO BOX 411
    AMERY,MN54001     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    HIM4HER INTERNATIONAL
    PO BOX 87
    CHANHASSEN,MN55317     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    CHRISTIAN CUPBOARD EMERGENCY
    8264 4TH ST N
    OAKDALE,MN55128     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,000
    MEALS FROM THE HEART
    5600 MEMORIAL AVE N
    STILLWATER,MN55082     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,200
    ARC GREATER TWIN CITIES
    PO BOX 64007
    ST PAUL,MN55164     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,250
    RIVERS OF HOPE
    PO BOX 5111
    MONTICELLO,MN55362     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,400
    WRIGHT COUNTY FRONTLINE
    PO BOX 385
    MONTICELLO,MN55362     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,400
    HASTINGS FAMILY SERVICE
    301 SECOND ST E
    HASTINGS,MN55033     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,500
    FRIENDS IN NEED FOOD SHELF
    PO BOX 6
    COTTAGE GROVE,MN55016     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,500
    OPEN DOORS FOR YOUTH
    554 THIRD ST STE 201
    ELK RIVER,MN55330     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,500
    INDIANHEAD COMMUNITY ACTION
    100 WEST COLLEGE AVE
    LADYSMITH,MN54848     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,500
    LAKES AREA HABITAT FOR
    1110 WRIGHT STREET
    BRAINERD,MN56401     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,500
    DOCS RECOVERY HOUSE
    1821 RESTORATION RD SW
    ROCHESTER,MN55902     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,500
    360 COMMUNITIES-LEWIS HOUSE
    501 E HWY 13 102
    BURNSVILLE,MN553372877     		NONE PC ASSISTANCE TO THE DISADVANTAGED 2,600
    HOPE 4 YOUTH INC
    2191 NORTHDALE BLVD NW
    COON RAPIDS,MN55433     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    YMCA
    3760 LEXINGTON AVE N
    SHOREVIEW,MN55126     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    ALEXANDRA HOUSE INC
    10065 3RD ST NE
    BLAINE,MN55434     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,000
    CORNERSTONE ADVOCACY SERVICES
    1000 E 80TH ST
    BLOOMINGTON,MN554201424     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,500
    HABITAT FOR HUMANITY
    1211 N NOKOMIS NE
    ALEXANDRIA,MN563088303     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,500
    WAYSTATION COMMUNITY
    4109 W 84TH ST
    BLOOMINGTON,MN55437     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,500
    TRI-COUNTY ACTION PROGRAMS INC
    PO BOX 683
    WAITE PARK,WI563870683     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,500
    SOUTHERN VALLEY ALLIANCE FOR
    PO BOX 166/551 E PARK STREET
    BELLE PLAINE,MN56011     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,600
    WOMEN'S ADVOCATES
    588 GRAND AVENUE
    ST PAUL,MN55102     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,600
    SCOTT-CARVER-DAKOTA
    738 1ST AVE E
    SHAKOPEE,MN55379     		NONE PC ASSISTANCE TO THE DISADVANTAGED 3,600
    STEPPING STONE EMERGENCY
    3300 4TH AVE N 14
    ANOKA,MN55303     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,000
    ALLIANCE HOUSING INC
    2309 NICOLLET AVE S
    MINNEAPOLIS,MN55404     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,000
    SOJOURNER PROJECT INC
    PO BOX 272
    HOPKINS,MN55343     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,000
    PEOPLE REACHING OUT TO PEOPLE
    14700 MARTIN DRIVE102
    EDEN PRAIRIE,MN55344     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,000
    COMMUNITY REFERRAL AGENCY
    PO BOX 365
    MILLTOWN,MN54858     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,000
    ELEVATE HOPE HOUSE
    2168 7TH AVE 845
    ANOKA,MN55303     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,200
    COVERED WITH CHRIST
    PO BOX 602
    FOREST LAKE,MN55025     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,500
    MY VERY OWN BED
    34 13TH AVE NE
    MINNEAPOLIS,MN55416     		NONE PC ASSISTANCE TO THE DISADVANTAGED 4,500
    PEOPLE SERVING PEOPLE INC
    614 3RD ST S
    MINNEAPOLIS,MN55415     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    GREATER LAKES ASSOCIATION
    15344 PEARL DR
    BAXTER,MN56425     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    THE 30 DAYS FOUNDATION
    8014 OLSON MEMORIAL HWY 195
    GOLDEN VALLEY,MN55427     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    ST STEPHEN'S HUMAN SERVICES
    2309 NICOLLET AVE S
    MINNEAPOLIS,MN55404     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    KENTWOOD CARES FOUNDATION
    4949 S NIAGARA ST 240
    DENVER,MN80237     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    CLARE HOUSING
    929 CENTRAL AVE NE
    MINNEAPOLIS,MN55413     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    AEON HOMES FOR GENERATIONS
    901 N 3RD ST STE 150
    MINNEAPOLIS,MN55401     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    WILDFLYER COFFEE
    3262 MINNEHAHA AVE
    MINNEAPOLIS,MN55406     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,000
    WINGSPAN LIFE RESOURCES
    30 E PLATO BLVD
    ST PAUL,MN55107     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,150
    SENIOR COMMUNITY SERVICES INC
    10201 WAYZATA BLVD 335
    MINNETONKA,MN55305     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,700
    THE SALVATION ARMY
    120 N BROADWAY AVE
    ROCHESTER,MN55906     		NONE PC ASSISTANCE TO THE DISADVANTAGED 5,750
    CENTENNIAL UNITED METHODIST
    1524 W COUNTY ROAD C2
    ROSEVILLE,MN55113     		NONE PC ASSISTANCE TO THE DISADVANTAGED 6,000
    FRASER
    2400 WEST 64TH STREET
    RICHFIELD,MN55423     		NONE PC ASSISTANCE TO THE DISADVANTAGED 7,500
    BREAKING FREE
    770 UNIVERSITY AVE W
    ST PAUL,MN551044805     		NONE PC ASSISTANCE TO THE DISADVANTAGED 8,000
    THE SHERIDAN STORY
    2723 PATTON RD
    BUFFALO,MN55113     		NONE PC ASSISTANCE TO THE DISADVANTAGED 8,500
    BRIDGE FOR YOUTH
    1111 W 22ND ST
    MINNEAPOLIS,MN55405     		NONE PC ASSISTANCE TO THE DISADVANTAGED 8,700
    THE DWELLING PLACE
    940 44TH AVE NE UNIT 21307
    COLUMBIA HEIGHTS,MN554213069     		NONE PC ASSISTANCE TO THE DISADVANTAGED 8,850
    SIMPSON HOUSING SERVICES INC
    160 GLENWOOD AVE
    MINNEAPOLIS,MN55405     		NONE PC ASSISTANCE TO THE DISADVANTAGED 10,000
    SPARE KEY
    480 BROADWAY ST
    ST PAUL,MN55101     		NONE PC ASSISTANCE TO THE DISADVANTAGED 10,500
    SECOND HARVEST HEARTLAND
    7101 WINNETKA AVE N
    BROOKLYN PARK,MN55428     		NONE PC ASSISTANCE TO THE DISADVANTAGED 11,000
    THE LINK
    1210 GLENWOOD AVE
    MINNEAPOLIS,MN55405     		NONE PC ASSISTANCE TO THE DISADVANTAGED 12,600
    HOUSE OF CHARITY
    510 SOUTH 8TH ST
    MINNEAPOLIS,MN55404     		NONE PC ASS 13,900
    MINNESOTA TEEN CHALLENGE
    740 E 24TH ST
    MINNEAPOLIS,MN55404     		NONE PC ASSISTANCE TO THE DISADVANTAGED 16,000
    MINNESOTA ASSISTANCE COUNCIL
    1000 UNIVERSITY AVE W 100
    ST PAUL,MN55104     		NONE PC ASSISTANCE TO THE DISADVANTAGED 74,400
    Total .................................bullet 3a 432,670
    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 ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    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 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    0
    (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
    EDINA REALTY FOUNDATION
     
    Employer identification number

    41-1826980
    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
    EDINA REALTY FOUNDATION
          		Employer identification number
    41-1826980
    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
    EDINA REALTY INC
     
    6800 FRANCE AVE S STE 600
     
    MINNEAPOLIS, MN55435

    		$ 53,659


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    EDINA REALTY TITLE
     
    6800 FRANCE AVE S STE 600
     
    MINNEAPOLIS, MN55435

    		$ 14,552


    (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
    EDINA REALTY FOUNDATION
          		Employer identification number

    41-1826980
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    EDINA REALTY FOUNDATION
          		Employer identification number

    41-1826980
    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 OtherExpensesSchedule
    Name:
    EDINA REALTY FOUNDATION
    EIN:
    41-1826980
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND LICENSING 79 0 0 79
    POSTAGE 3,432 0 0 3,432
    BANK CHARGES 41 0 0 41
    OFFICE SUPPLIES 243 0 0 243
    PROMOTIONAL ITEMS 2,822 0 0 2,822
    MISCELLANEOUS 7,554 0 0 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EDINA REALTY FOUNDATION
    EIN:
    41-1826980
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & OTHER PROFESSIONAL FEES 19,682 0 0 19,382