Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
GEORGE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1818 OLIVER AVENUE SOUTH 2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN55405
A Employer identification number

41-1730855
B Telephone number (see instructions)

(612) 377-3356
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$65,771,937J 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) 1,432,163
2 Check right arrow.............
3 Interest on savings and temporary cash investments 282,785 282,785  
4 Dividends and interest from securities... 795,640 795,640  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 869,374
b Gross sales price for all assets on line 6a 993,566
7 Capital gain net income (from Part IV, line 2)... 992,679
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
List of Attached Documents:
// Content
3,864 434,196  
12 Total. Add lines 1 through 11........ 3,383,826 2,505,300  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 225,553 0   225,553
14 Other employee salaries and wages...... 259,185 0   259,185
15 Pension plans, employee benefits....... 81,203 0   81,203
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
25,904 0   25,904
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
47,232 0   47,232
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
269,143 205,851   63,292
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,217 0   31,017
19 Depreciation (attach schedule) and depletion... 1,902 0  
20 Occupancy.............. 34,916 0   34,916
21 Travel, conferences, and meetings....... 67,347 0   67,347
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
111,595 0   111,595
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,170,197 205,851   947,244
25 Contributions, gifts, grants paid....... 4,713,627 4,713,627
26 Total expenses and disbursements. Add lines 24 and 25 5,883,824 205,851   5,660,871
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,499,998
b Net investment income (if negative, enter -0-) 2,299,449
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 5,211,778 696,217 696,217
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 6,414,618 Click to see attachment
List of Attached Documents:
// Content
7,751,641 		6,825,271
b Investments—corporate stock (attach schedule)....... 12,144,829 Click to see attachment
List of Attached Documents:
// Content
11,679,659 		17,731,145
c Investments—corporate bonds (attach schedule)....... 8,296,846 Click to see attachment
List of Attached Documents:
// Content
8,710,227 		8,169,192
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 15,827,518 Click to see attachment
List of Attached Documents:
// Content
16,603,224 		32,346,660
14 Land, buildings, and equipment: basis right arrow3,452
Less: accumulated depreciation (attach schedule) right arrow   5,353 3,452 3,452
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 47,900,942 45,444,420 65,771,937
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
573,780 		Click to see attachment
List of Attached Documents:
// Content
617,256
23 Total liabilities (add lines 17 through 22)......... 573,780 617,256
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 47,327,162 44,827,164
29 Total net assets or fund balances (see instructions)..... 47,327,162 44,827,164
30 Total liabilities and net assets/fund balances (see instructions). 47,900,942 45,444,420
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
47,327,162
2
Enter amount from Part I, line 27a .....................
2
-2,499,998
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
44,827,164
5
Decreases not included in line 2 (itemize) right arrow
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
44,827,164
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b WEST STREET CAPITAL PARTNERS VII, PARALLEL B L.P. P    
c WEST STREET CAPITAL PARTNERS VIII PARALLEL, L.P. #16 P    
d WEST STREET CAPITAL PARTNERS VIII PARALLEL, L.P. #17 P    
e WEST STREET CAPITAL PARTNERS VII, PARALLEL L.P. P    
GS MEZZANINE PARTNERS V LP P    
(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 869,914   540 869,374
b 31,060     31,060
c     58 -58
d     289 -289
e 87,574     87,574
5,018     5,018
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       869,374
b       31,060
c       -58
d       -289
e       87,574
      5,018
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 2 992,679
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 31,962
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 31,962
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 31,962
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 12,797
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,797
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 255
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,420
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow   Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMN
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowSEAN MALONE Telephone no.right arrow (612) 377-3302

Located atright arrow1818 OLIVER AVENUE SMINNEAPOLISMN ZIP+4right arrow55405
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ANN P GEORGE CO-CHAIR
8.00 		0 0 0
1818 OLIVER AVENUE SOUTH
MINNEAPOLIS,MN55405
JEFFREY P GEORGE TREASURER
1.00 		0 0 0
1818 OLIVER AVENUE SOUTH
MINNEAPOLIS,MN55405
JONATHAN R GEORGE DIRECTOR
1.00 		0 0 0
1818 OLIVER AVENUE SOUTH
MINNEAPOLIS,MN55405
SEAN MALONE PRESIDENT
40.00 		225,553 14,194 0
1818 OLIVER AVENUE SOUTH
MINNEAPOLIS,MN55405
WILLIAM W GEORGE CO-CHAIR
8.00 		0 0 0
1818 OLIVER AVENUE SOUTH
MINNEAPOLIS,MN55405
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
STEPHEN MANUSZAK PROGRAM OFFICER
40.00 		103,218 20,558 0
1818 OLIVER AVE S
MINNEAPOLIS,MN55405
ROBIN M BARKER GRANTS AND ADMINISTR
40.00 		95,513 15,833 0
1818 OLIVER AVE S
MINNEAPOLIS,MN55405
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GOLDMAN SACHS & CO INVESTMENT CONSULTING 205,851
71 S WACKER DR SUITE 500
CHICAGO,IL60606
SUBTLE ENERGY GROUP LLC PARTNERSHIP FEE FOR THE SUBTLE ENERGY COLLECTIVE 60,000
2845 WASHINGTON STREET 2
SAN FRANCISCO,CA94115
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 NONE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
68,448,085
b
Average of monthly cash balances.......................
1b
1,410,868
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
69,858,953
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
69,858,953
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,047,884
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
68,811,069
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,440,553
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,440,553
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
31,962
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
214
c
Add lines 2a and 2b............................
2c
32,176
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,408,377
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,408,377
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,408,377
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
5,660,871
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,660,871
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 3,408,377
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 2,030,015
b From 2018...... 2,423,598
c From 2019...... 2,304,986
d From 2020...... 198,060
e From 2021......  
f Total of lines 3a through e ........ 6,956,659
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 5,660,871
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
1,432,163
d Applied to 2022 distributable amount..... 3,408,377
e Remaining amount distributed out of corpus 820,331
5 Excess distributions carryover applied to 2022. 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 9,209,153
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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) ....... 		1,432,163
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		2,030,015
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		5,746,975
10 Analysis of line 9:
a Excess from 2018.... 2,423,598
b Excess from 2019.... 2,304,986
c Excess from 2020.... 198,060
d Excess from 2021....  
e Excess from 2022.... 820,331
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
ANN P GEORGE
WILLIAM W GEORGE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2022)
Form 990-PF (2022)
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

1440 MULTIVERSITY

800 BETHANY DRIVE
SCOTTS VALLEY,CA95066 		  POF 2022 TRUE NORTH LEADERSHIP PROGRAM 49,908

ACADEMIC CONSORTIUM FOR INTEGRATIVE MEDICINE & HEALTH

PO BOX 2216
LAKE OSWEGO,OR97035 		  PC CORE MISSION SUPPORT 25,000

ACADEMIC CONSORTIUM FOR INTEGRATIVE MEDICINE & HEALTH

PO BOX 2216
LAKE OSWEGO,OR97035 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM FOR SAMANTHA SIMMONS 3,509

ACADEMY OF INTEGRATIVE HEALTH & MEDICINE

6919 LA JOLLA BLVD
LA JOLLA,CA92037 		  PC SOCIAL IMPACT SCHOLARS PROGRAM FOR GEORGE FELLOWS IN MINNESOTA 50,000

ALIGHT

PO BOX 1002
MINNEAPOLIS,MN55480 		  PC UKRAINE CRISIS 10,000

ALLINA HEALTH

2925 CHICAGO AVE
MINNEAPOLIS,MN55407 		  PC CORE MISSION SUPPORT FOR PGIHH 15,000

ALLINA HEALTH

2925 CHICAGO AVE
MINNEAPOLIS,MN55407 		  PC SCHOLARSHIPS FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 7,018

AMERICA SCORES BAY AREA

1460 MISSION STREET
SAN FRANCISCO,CA94103 		  PC CORE MISSION SUPPORT 15,000

AMHERST COLLEGE

PO BOX 5000
AMHERST,MA01002 		  PC ANNUAL FUND 2,000

AUBURN SEMINARY

475 RIVERSIDE DRIVE SUITE 1800
NEW YORK,NY10115 		  PC TO SUPPORT THE SOJOURNER TRUTH LEADERSHIP CIRCLE: THE SANKOFA YEAR 50,000

AUDUBON CALIFORNIA

220 MONTGOMERY STREET SUITE 1000
SAN FRANCISCO,CA94104 		  PC RICHARDSON BAY AUDUBON CENTER & SANCTUARY 20,000

BABY'S SPACE AT LITTLE EARTH

2438 18TH AVENUE SOUTH
MINNEAPOLIS,MN55404 		  PC CORE MISSION SUPPORT 5,000

BEACON INTERFAITH HOUSING COLLABORATIVE

2610 UNIVERSITY AVENUE W SUITE 100
ST PAUL,MN55114 		  PC CORE MISSION SUPPORT 15,000

BETA PSI FOUNDATION

1151 HAMMOND DR NE SUITE 240
ATLANTA,GA30346 		  PC LEADERSHIP FOR LIFE PROGRAM AND SCHOLARSHIPS AT GEORGIA TECH 30,000

BETTY FORD ALPINE GARDENS

522 SOUTH FRONTAGE ROAD EAST
VAIL,CO81657 		  PC CORE MISSION SUPPORT 10,000

BIG CITY MOUNTAINEERS

710 19TH STREET SUITE 120
GOLDEN,CO80401 		  PC MENTORING EXPEDITIONS FOR GIRLS AND YOUNG WOMEN FROM DISINVESTED COMMUNITIES IN THE TWIN CITIES 15,000

BONTON ENTERPRISES

6911 BEXAR STREET
DALLAS,TX75215 		  PC CORE MISSION SUPPORT 25,000

BRAVO VAIL MUSIC FESTIVAL

2271 N FRONTAGE ROAD WEST SUITE C
VAIL,CO81657 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 3,509

CAFE MOMENTUM

1510 PACIFIC AVENUE
DALLAS,TX75201 		  PC CORE MISSION SUPPORT 20,000

CHILDREN'S HEARTLINK

5075 ARCADIA AVENUE
MINNEAPOLIS,MN55436 		  PC CORE MISSION SUPPORT 15,000

CITY OF SKATE

4639 HUMBOLDT AVENUE SOUTH
MINNEAPOLIS,MN55419 		  PC CORE MISSION SUPPORT 5,000

COLLEGE POSSIBLE

755 PRIOR AVENUE SUITE 200
SAINT PAUL,MN55104 		  PC CORE MISSION SUPPORT 25,000

COMMUNIDADES LATINAS UNIDAS EN SERVICIO INC

797 EAST 7TH STREET
SAINT PAUL,MN55106 		  PC YOUTH IN ACTION (YA!) - JOVENES EN ACCION 10,000

COMPASSION & CHOICES

101 SW MADISON STREET 8009
PORTLAND,OR97207 		  PC CORE MISSION SUPPORT 25,000

CONSERVATION CORPS MINNESOTA & IOWA

60 PLATO BLVD EAST
ST PAUL,MN55107 		  PC CORE MISSION SUPPORT 20,000

CONSERVATION MINNESOTA

1101 WEST RIVER PKWY SUITE 250
MINNEAPOLIS,MN55415 		  PC CONSERVATION CREW 15,000

CULTURAL WELLNESS CENTER

2025 PORTLAND AVE
MINNEAPOLIS,MN55404 		  PC CORE MISSION SUPPORT 40,000

CULTURAL WELLNESS CENTER

2025 PORTLAND AVE
MINNEAPOLIS,MN55404 		  PC TWO SCHOLARSHIP FOR 1440 TRUE NORTH LEADERSHIP PROGRAM 7,018

DESTINY ARTS CENTER

970 GRAVE AVENUE
OAKLAND,CA94608 		  PC CORE MISSION SUPPORT 20,000

DKT INTERNATIONAL INC

1001 CONNECTICUT AVENUE NW SUITE
800
WASHINGTON,DC20036 		  PC MIFE50 CLINICAL TRAIL 10,000

DUKE UNIVERSITY

BOX 90600
DURHAM,NC27708 		  PC PENNY PILGRAM GEORGE WOMEN'S LEADERSHIP INITIATIVE AT DUKE UNIVERSITY 72,000

DUKE UNIVERSITY

BOX 90600
DURHAM,NC27708 		  PC SCHOLARSHIP FOR 1440 TRUE NORTH LEADERSHIP PROGRAM 3,509

DUNWOODY--DUNWOODY COLLEGE OF TECHNOLOGY

818 DUNWOODY BLVD
MINNEAPOLIS,MN55403 		  PC THREE GEORGE SCHOLARS PARTICIPATING IN THE WOMEN IN TECHNICAL CAREERS PROGRAM 30,000

EAGLE VALLEY LAND TRUST

PO BOX 3016
EDWARDS,CO81632 		  PC CORE MISSION SUPPORT 15,000

EARL E BAKKEN CENTER FOR SPIRITUALITY & HEALING

C510 MAYO MEMORIAL BUILDING MMC 505
420 DELAWARE STREET SE
MINNEAPOLIS,MN55455 		  PC CORE MISSION SUPPORT 25,000

EAST GRAND RAPIDS SCHOOLS FOUNDATION

2915 HALL STREET SE
EAST GRAND RAPIDS,MI49506 		  PC STUDENT WELL-BEING MATCH PROGRAM 2,500

EDUCATION OPENS DOORS

2804 SWISS AVENUE
DALLAS,TX75204 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 3,509

END IN MIND PROJECT

4202 GRAND AVENUE SOUTH
MINNEAPOLIS,MN55409 		  PC CORE MISSION SUPPORT 25,000

END WELL FOUNDATION

41 CASTLE STREET
SAN FRANCISCO,CA94133 		  PC HOLLYWOOD HEALTH & SOCIETY PROGRAM AT END WELL 25,000

ENRICHING LIVES THROUGH MUSIC

2955 KERNER BLVD
SAN RAFAEL,CA94901 		  PC CORE MISSION SUPPORT 25,000

EVANGELICAL REFORMED UNITED CHURCH OF CHRIST

15 WEST CHURCH STREET
FREDERICK,MD21701 		  PC CORE MISSION SUPPORT 10,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 3886
NEW YORK,NY10163 		  PC CORE MISSION SUPPORT 15,000

FAIRVOTE MN FOUNDATION

PO BOX 19440
MINNEAPOLIS,MN55419 		  PC RANKED CHOICE VOTING 15,000

FAITH IN PUBLIC LIFE

PO BOX 33668
WASHINGTON,DC20033 		  PC CORE MISSION SUPPORT 25,000

FAMILY TREE CLINIC

1919 NICOLLET AVENUE
MINNEAPOLIS,MN55403 		  PC CORE MISSION SUPPORT 25,000

GEORGETOWN UNIVERSITY

OFFICE OF GIFT ADMINISTRATION
DEPARTMENT 0734
WASHINGTON,DC20073 		  PC CORE MISSION SUPPORT FOR FAITH AND JUSTICE 25,000

GEORGIA TECH FOUNDATION

760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		  PC ISYE GEORGE FELLOWS LEADERSHIP PROGRAM 88,000

GEORGIA TECH FOUNDATION

760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		  PC GEORGE FELLOWS IN THE ISYE PROGRAM STUDYING AND RESEARCHING IN THE AREA HEALTH SYSTEMS 40,000

GEORGIA TECH FOUNDATION

760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		  PC SCHOLARSHIPS AND CONFERENCE FOR WOMEN IN ENGINEERING PROGRAM AT GEORGIA TECH 25,000

GEORGIA TECH FOUNDATION

760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		  PC SCHOLARSHIP FOR 1440 TRUE NORTH LEADERSHIP PROGRAM 3,509

GIRL SCOUTS OF NORTHEAST TEXAS

6001 SUMMERSIDE DRIVE SUITE 101
DALLAS,TX75252 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH PROGRAM 3,509

GIRL SCOUTS OF NORTHEAST TEXAS

6001 SUMMERSIDE DRIVE SUITE 101
DALLAS,TX75252 		  PC STEM CENTER FOR EXCELLENCE 20,000

GIRLS INC OF METROPOLITAN DALLAS

2040 EMPIRE CENTRAL
DALLAS,TX75235 		  PC CORE MISSION SUPPORT 15,000

GIRLVENTURES

119 FILBERT STREET
OAKLAND,CA94607 		  PC OUTDOOR ADVENTURES AND LEADERSHIP PROGRAMS 10,000

GLOBAL MINNESOTA

1901 UNIVERSITY AVENUE SE
MINNEAPOLIS,MN55414 		  PC CORE MISSION SUPPORT 15,000

GREATER PHILADELPHIA YMCA

400 FAYETTE STREET
CONSHOHOCKEN,PA19428 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 3,509

GREENHILL SCHOOL

818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415 		  PC CORE MISSION SUPPORT 5,000

GUTHRIE THEATER

818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415 		  PC SCHOLARSHIPS FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 7,018

GUTHRIE THEATER

818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415 		  PC ARTISTIC INNOVATION FUND 100,000

GUTHRIE THEATER

818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415 		  PC 2022-2023 ANNUAL FUND 25,000

HARVARD BUSINESS SCHOOL

TEELE HALL
BOSTON,MA02163 		  PC GEORGE LEADERSHIP FELLOWSHIP PROGRAM 25,000

HEALTHY FUTURES OF TEXAS

2300 W COMMERCE AVENUE
SAN ANTONIO,TX78207 		  PC NTARUPT 2,000

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC CORE MISSION SUPPORT 1,000

INTERFAITH AMERICA

141 WEST JACKSON BOULEVARD SUITE
3200
CHICAGO,IL60604 		  PC CORE MISSION SUPPORT 50,000

IRREDUCIBLE GRACE FOUNDATION

585 FULLER AVENUE
SAINT PAUL,MN55103 		  PC CORE MISSION SUPPORT 25,000

JOHNS HOPKINS UNIVERSITY SAIS

1740 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC CORE MISSION SUPPORT 3,000

JUNIOR PLAYERS GUILD

12225 GREENVILLE AVENUE
DALLAS,TX75243 		  PC CORE MISSIN SUPPORT 10,000

JUXTAPOSTION ARTS INC

2007 EMERSON AVENUE NORTH
MINNEAPOLIS,MN55411 		  PC CORE MISSION SUPPORT 20,000

KARUNA-SHECHEN

237 WEST 35TH STREET SUITE 1101
NEW YORK,NY10001 		  PC CORE MISSION SUPPORT 25,000

LOVELY'S SEWING AND ARTS COLLECTIVE

333 WASHINGTON AVENUE
MINNEAPOLIS,MN55401 		  PC CORE MISSION SUPPORT 2,500

LUNDSTRUM PERFORMING ARTS

1617 N 2ND STREET
MINNEAPOLIS,MN55411 		  PC SCHOLARSHIPS FOR YOUTH IN NORTH MINNEAPOLIS 15,000

MACPHAIL CENTER FOR MUSIC

501 SOTUH 2ND STREET
MINNEAPOLIS,MN55401 		  PC NORTH MINNEAPOLIS PROGRAM FOR K-12 STUDENTS 15,000

MARCH TO THE POLLS

5706 EAST MOCKINGBIRD LANE
DALLAS,TX75206 		  PC CORE MISSION SUPPORT 500

MARIN COUNTRY DAY SCHOOL

5221 PARADISE DRIVE
CORTE MADERA,CA94925 		  PC CORE MISSION SUPPORT 25,000

MARNITA'S TABLE

1330 LAGOON AVE FLOOR 4
MINNEAPOLIS,MN55408 		  PC CORE MISSION SUPPORT 50,000

MAYO CLINIC

200 FIRST STREET SW
ROCHESTER,MN55905 		  PC MAYO CENTER FOR WOMEN'S HEALTHY CENTER 500,000

MIGIZI

1845 EAST LAKE STREET
MINNEAPOLIS,MN55407 		  PC CORE MISSION SUPPORT 20,000

MIND & LIFE INSTITUTE

977 SEMINOLE TRAIL PMB 363
CHARLOTTESVILLE,VA22901 		  PC CORE MISSION SUPPORT 25,000

MIND & LIFE INSTITUTE

977 SEMINOLE TRAIL PMB 363
CHARLOTTESVILLE,VA22901 		  PC MIND & LIFE'S FALL DHARMSALA TRIP/EVENT 10,000

MINDFUL LIFE PROJECT

124 WASHINGTON AVENUE SUITE B
RICHMOND,CA94801 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 3,509

MINDFUL LIFE PROJECT

124 WASHINGTON AVENUE SUITE B
RICHMOND,CA94801 		  PC CORE MISSION SUPPORT 25,000

MINNEAPOLIS INSTITUTE OF ARTS

2400 THIRD AVENUE SOUTH
MINNEAPOLIS,MN55404 		  PC CORE MISSION SUPPORT 15,000

MINNEAPOLIS PARKS FOUNDATION

4800 MINNEHAHA AVENUE SOUTH
MINNEAPOLIS,MN55417 		  PC CORE MISSION SUPPORT 20,000

MINNEAPOLIS PATHWAYS

3115 HENNEPIN AVENUE SOUTH
MINNEAPOLIS,MN55408 		  PC CORE MISSION SUPPORT 15,000

MINNESOTA COUNCIL OF CHURCHES

122 WEST FRANKLIN AVENUE SUITE 100
MINNEAPOLIS,MN55404 		  PC CORE MISSION SUPPORT 25,000

MINNESOTA LANDSCAPE ARBORETUM FOUNDATION

375 ARBORETUM DRIVE
CHASKA,MN55318 		  PC YOUTH ENVIRONMENTAL EDUCATION PROGRAMS 15,000

MINNESOTA ORCHESTRAL ASSOCIATION

PO BOX 86
MINNEAPOLIS,MN55486 		  PC CORE MISSION SUPPORT 15,000

MINNESOTA PUBLIC RADIO

PO BOX 70870
ST PAUL,MN55170 		  PC CORE MISSION SUPPORT 15,000

MINNPOST

PO BOX 18438
MINNEAPOLIS,MN55418 		  PC CORE MISSION SUPPORT 5,000

MN COUNCIL ON FOUNDATIONS

800 WASHINGTON AVENUE N
MINNEAPOLIS,MN55401 		  PC 2022 & 2023 MEMBERSHIP DUES 18,000

MOUNT GRETNA AREA HISTORICAL SOCIETY

206 PENNSYLVANIA AVENUE
MOUNT GRETNA,PA17064 		  PC CORE MISSION SUPPORT 5,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET
WASHINGTON,DC20001 		  PC PROTECTING AND CONNECTING WILDLIFE AND COMMUNITIES OF THE GREATER YELLOWSTONE ECOSYSTEM TO ADDRESS IMPACTS OF CLIMATE CHANGE PROJECT 100,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET
WASHINGTON,DC20001 		  PC CORE MISSION SUPPORT 2,500

NEIGHBORHOOD HOUSE

179 ROBIE STREET
ST PAUL,MN55107 		  PC LATINO LEADERSHIP PROGRAM 20,000

NEXTGEN CLIMATE AMERICA INC

1414 K STREET
SACRAMENTO,CA95814 		  PC YOUTH VOTE ACTIVITIES 5,000

ONE HEART WORLD-WIDE

8141 EL EXTENSO CT
SAN DIEGO,CA92119 		  PC FUND AND NAME A BIRTHING CENTER 5,000

ONE HEART WORLD-WIDE

8141 EL EXTENSO CT
SAN DIEGO,CA92119 		  PC CORE MISSION SUPPORT 1,000

OUR LADY OF GRACE CHURCH

5071 EDEN AVENUE
EDINA,MN55436 		  PC RISE AND SHINE SCHOLARSHIP FUND/OLAG 5,000

PAGE EDUCATION FOUNDATION

901 N 3RD STREET
MINNEAPOLIS,MN55401 		  PC CORE MISSION SUPPORT 20,000

PAGE EDUCATION FOUNDATION

901 N 3RD STREET
MINNEAPOLIS,MN55401 		  PC SCHOLARSHIP FOR THE 1440 TRUE NORTH LEADERSHIP PROGRAM 3,509

PLANNED PARENTHOOD OF GREATER TEXAS

7424 GREENVILLE AVENUE
DALLAS,TX75231 		  PC CORE MISSION SUPPORT 20,000

PLANNED PARENTHOOD OF NORTH CENTRAL STATES

77 VANDALIA STREET
ST PAUL,MN55114 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 3,509

PLANNED PARENTHOOD OF NORTH CENTRAL STATES

77 VANDALIA STREET
ST PAUL,MN55114 		  PC PEER EDUCATION AND COMMUNITY ASSESSMENT: EMPOWERING A VITAL GENERATION 75,000

POETIC

1601 ELM STREET
DALLAS,TX75201 		  PC CORE MISSION SUPPORT 20,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

79 JOHN F KENNEDY STREET
CAMBRIDGE,MA02138 		  PC GEORGE LEADERSHIP FELLOWSHIP FUND 135,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

79 JOHN F KENNEDY STREET
CAMBRIDGE,MA02138 		  PC SCHOLARSHIP FOR 1440 TRUE NORTH LEADERSHIP PROGRAM 3,509

PROJECT SUCCESS

1 GROVELAND TERRACE
MINNEAPOLIS,MN55403 		  PC CORE MISSION SUPPORT 30,000

RIPPLE EFFECT IMAGES

12110 SUNSET HILLS ROAD SUITE 600
RESTON,VA20190 		  PC CORE MISSION SUPPORT 20,000

SAVERLIFE

235 MONTGOMERY STREET E 1050
SAN FRANCISCO,CA94104 		  PC CORE MISSION SUPPORT 5,000

SECOND HARVEST HEARTLAND

7101 WINNETKA AVENUE NORTH
BROOKLYN PARK,MN55428 		  PC CORE MISSION SUPPORT 5,000

SIGMA CHI FOUNDATION

1714 HINMAN AVENUE
EVANSTON,IL60201 		  PC THE BILL GEORGE AUTHENTIC LEADERSHIP CERTIFICATE 50,000

SIGMA CHI LEADERSHIP INSTITUTE

1714 HINMAN AVENUE
EVANSTON,IL60201 		  PC FOUR SCHOLARSHIPS FOR THE 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 14,036

SOJOURNERS

408 C STREET NORTHEAST
WASHINGTON,DC20002 		  PC CORE MISSION SUPPORT 75,000

SOMALI SUCCESS SCHOOL

2812 EAST 26TH STREET
MINNEAPOLIS,MN55406 		  PC CORE MISSION SUPPORT 25,000

SOUTHERN METHODIST UNIVERSITY

2104 BLUEBONNET DRIVE
RICARDSON,TX75082 		  PC TATE LECTURE SERIES 500

SPOON FOUNDATION

135 SE MAIN STREET
PORTLAND,OR97201 		  PC CORE MISSION SUPPORT 1,000

TANZANIA HEALTH PARTNERSHIP

7520 GOLDEN VALLEY ROAD
GOLDEN VALLEY,MN55427 		  PC CORE MISSION SUPPORT 5,000

TERGAR INTERNATIONAL

1621 E HENNEPIN AVENUE SUITE 210
MINNEAPOLIS,MN55414 		  PC CORE MISSION SUPPORT 10,000

TEXAS CIVIL RIGHTS PROJECT

1405 MONTOPOLIS DRIVE
AUSTIN,TX78741 		  PC CORE MISSION SUPPORT 1,000

TEXAS PUBLIC RADIO

321 WEST COMMERCE STREET
SAN ANTONIO,TX78205 		  PC CORE MISSION SUPPORT 5,000

TEXAS WOMEN'S FOUNDATION

8150 NORTH CENTRAL EXPRESSWAY SUITE
110
DALLAS,TX75206 		  PC CORE MISSION SUPPORT 1,000

THE CARTER CENTER

ONE COPENHILL 453 JOHN LEWIS
FREEDOM PARKWAY NE
ATLANTA,GA30307 		  PC THE CARTER CENTER'S EDUCATIONAL INTERNSHIP PROGRAM 50,000

THE COOKIE CART INC

1119 W BROADWAY AVENUE
MINNEAPOLIS,MN55411 		  PC CORE MISSION SUPPORT 10,000

THE FILM SOCIETY OF MINNEAPOLIS ST PAUL

125 SE MAIN STREET
MINNEAPOLIS,MN55141 		  PC WOMEN IN FILM 10,000

THE FOUNDATION FOR WOMEN

PO BOX 2786
LA JOLLA,CA92038 		  PC WORK TO BRING SAFE CONVERSATIONS TO LIBERIAN FAMILIES 5,000

THE HOCKADAY SCHOOL

11600 WELCH ROAD
DALLAS,TX75229 		  PC CORE MISSION SUPPORT 5,000

THE LOPPET FOUNDATION INC

1301 THEODORE WIRTH PARKWAY
MINNEAPOLIS,MN55422 		  PC YOUTH ADVENTURES PROGRAMS FOR YOUTH IN NORTH MINNEAPOLIS 25,000

THE NATURE CONSERVANCY

1101 W RIVER PKWY SUITE 200
MINNEAPOLIS,MN55415 		  PC RESILIENT WATERS IN MINNESOTA PROGRAM 20,000

THE ON BEING PROJECT

1619 HENNEPIN AVENUE SOUTH
MINNEAPOLIS,MN55403 		  PC CIVIL CONVERSATIONS & SOCIAL HEALING INITIATIVE 100,000

THE SANNEH FOUNDATION

2090 CONWAY STREET
SAINT PAUL,MN55119 		  PC CORE MISSION SUPPORT 20,000

TIDES CENTER

IM4US-PROJECT 3043 PO BOX 399385
SAN FRANCISCO,CA94139 		  PC 2022 IM4US CONFERENCE SPONSORSHIP 10,000

TIDES CENTER

IM4US-PROJECT 3043 PO BOX 399385
SAN FRANCISCO,CA94139 		  PC CORE MISSION SUPPORT FOR INTEGRATIVE MEDICINE FOR THE UNDERSERVED (IM4US) 15,000

TWIN CITIES PUBLIC TELEVISION

172 EAST FOURTH STREET
ST PAUL,MN55101 		  PC CORE MISSION SUPPORT 15,000

UCSF FOUNDATION

UCSF FOUNDATION PO BOX 45339
SAN FRANCISCO,CA94145 		  PC OSHER CENTER FOR EXCELLENCE FUND 8,300

UCSF FOUNDATION

UCSF FOUNDATION PO BOX 45339
SAN FRANCISCO,CA94145 		  PC UCSF OBGYN URI PROGRAM 1,000

UCSF FOUNDATION

UCSF FOUNDATION PO BOX 45339
SAN FRANCISCO,CA94145 		  PC UCSF OTOLARYNGOLOGY 1,000

UNITED WAY OF METROPOLITAN DALLAS

1800 NORTH LAMAR STREET
DALLAS,TX75202 		  PC SOCIAL INNOVATION ACCELERATOR PROGRAM 5,000

UNIVERSITY OF MINNESOTA FOUNDATION

HUMPHREY SCHOOL OF PUBLIC AFFAIRS
PO BOX 860266
MINNEAPOLIS,MN55486 		  PC SCHOLARSHIPS FOR WOMEN & LEADERS OF COLOR IN THE NONPROFIT SECTOR FOR THE HUMPHREY POLICY FELLOWS PROGRAM 25,000

UNIVERSITY OF MINNESOTA FOUNDATION

HUMPHREY SCHOOL OF PUBLIC AFFAIRS
PO BOX 860266
MINNEAPOLIS,MN55486 		  PC MONDALE DIALOGUE SERIES 5,000

UNIVERSITY OF ST THOMAS

2115 SUMMIT AVENUE
SAINT PAUL,MN55105 		  PC GEORGE FAMILY WHOLE-PERSON HEALTH INITIATIVE 166,667

UNIVERSITY OF ST THOMAS

2115 SUMMIT AVENUE
SAINT PAUL,MN55105 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 3,509

URBAN STRATEGIES INC

4055 LACLEDE AVE SUITE 122
SAINT LOUIS,MO63108 		  PC GREEN GARDEN BAKERY 25,000

VOCALESSENCE

1900 NICILLET AVENUE
MINNEAPOLIS,MN55403 		  PC CORE MISSION SUPPORT 10,000

VOTERUNLEAD

143 AVENUE B 2B
NEW YORK,NY10009 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 3,509

VOTERUNLEAD

143 AVENUE B 2B
NEW YORK,NY10009 		  PC CORE MISSION SUPPORT 20,000

VOYAGEUR OUTWARD BOUND SCHOOL

1650 CARROLL AVENUE
SAINT PAUL,MN55104 		  PC URBAN YOUTH OUTWARD BOUND 15,000

WALK-IN COUNSELING CENTER

2421 CHICAGO AVENUE SOUTH
MINNEAPOLIS,MN55404 		  PC CORE MISSION SUPPORT 15,000

WALKING MOUNTAINS SCIENCE CENTER

PO BOX 9469
AVON,CO81620 		  PC COMMUNITY BASED FAMILY PROGRAMS 30,000

WALLIN EDUCATION PARTNERS

451 LEXINGTON PARKWAY
ST PAUL,MN55104 		  PC OPPORTUNITY PATHWAYS PROGRAM AND FOR THE GEORGE FELLOWS SCHOLARS 25,000

WILDERNESS INQUIRY

1611 COUNTY ROAD B WEST SUITE 315
ST PAUL,MN55113 		  PC CORE MISSION SUPPORT 15,000

WOMEN MOVING MILLIONS

19 FULTON STREET SUITE 301
NEW YORK,NY10038 		  PC PHILANTHROPIC LEADERSHIP CURRICULUM PROGRAM 25,000

WOMEN'S FOUNDATION OF MINNESOTA

105 FIFTH AVENUE SOUTH SUITE 300
MINNEAPOLIS,MN55401 		  PC WENDA WEEKES MOORE INTERNSHIP AND REATHA CLARK KING FELLOWSHIP PROGRAM 20,000

YMCA OF GREATER SEATTLE

909 4TH AVENUE
SEATTLE,WA98104 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 3,509

YMCA OF SAN DIEGO

3708 RUFFIN ROAD
SAN DIEGO,CA92123 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 3,509

YMCA OF SAN FRANCISCO

169 STEUART STREET
SAN FRANCISCO,CA94111 		  PC SCHOLARSHIP FOR 1440 TRUE NORTH LEADERSHIP PROGRAM 3,509

YMCA OF THE NORTH

651 NICOLLET MALL
MINNEAPOLIS,MN55402 		  PC GEORGE WELLBEING INITIATIVE 1,000,000

YMCA OF THE NORTH

651 NICOLLET MALL
MINNEAPOLIS,MN55402 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM 3,509

YMCA OF THE USA

101 N WACKER DRIVE
CHICAGO,IL60606 		  PC SCHOLARSHIP FOR 1440 MULTIVERSITY TRUE NORTH LEADERSHIP PROGRAM FOR CESAR SILVA 3,509

YOUTHPOWER365

90 BENCHMARK ROAD
AVON,CO81620 		  PC CORE MISSION SUPPORT 30,000

YWCA OF MINNEAPOLIS

1130 NICOLET MALL
MINNEAPOLIS,MN55403 		  PC GIRLS INC. PROGRAM 30,000
Total .................................right arrow 3a 4,713,627
bApproved for future payment

ACADEMIC CONSORTIUM FOR INTEGRATIVE MEDICINE & HEALTH
PO BOX 2216
LAKE OSWEGO,OR97035 		  PC CORE MISSION SUPPORT 25,000

AMERICA SCORES BAY AREA
1460 MISSION STREET
SAN FRANCISCO,CA94103 		  PC CORE MISSION SUPPORT 20,000

AUDUBON CALIFORNIA
220 MONTGOMERY STREET SUITE 1000
SAN FRANCISCO,CA94104 		  PC RICHARDSON BAY AUDUBON CENTER & SANCTUARY 20,000

BEACON INTERFAITH HOUSING COLLABORATIVE
2610 UNIVERSITY AVENUE W SUITE 100
ST PAUL,MN55114 		  PC CORE MISSION SUPPORT 10,000

BETA PSI FOUNDATION
1151 HAMMOND DR NE SUITE 240
ATLANTA,GA30346 		  PC LEADERSHIP FOR LIFE PROGRAM AND SCHOLARSHIPS AT GEORGIA TECH 30,000

BIG CITY MOUNTAINEERS
710 19TH STREET SUITE 120
GOLDEN,CO80401 		  PC MENTORING EXPEDITIONS FOR GIRLS AND YOUNG WOMEN FROM DISINVESTED COMMUNITIES IN THE TWIN CITIES 15,000

CAFE MOMENTUM
1510 PACIFIC AVENUE
DALLAS,TX75201 		  PC CORE MISSION SUPPORT 20,000

CHI HEALTH CARE
7920 OLD GEORGETOWN ROAD
BETHESDA,MD20852 		  PC CORE MISSION SUPPORT 25,000

CHILDREN'S HEARTLINK
5075 ARCADIA AVENUE
MINNEAPOLIS,MN55436 		  PC CORE MISSION SUPPORT 15,000

CITY OF SKATE
4639 HUMBOLDT AVENUE SOUTH
MINNEAPOLIS,MN55419 		  PC CORE MISSION SUPPORT 5,000

COLLEGE POSSIBLE
755 PRIOR AVENUE SUITE 200
SAINT PAUL,MN55104 		  PC CORE MISSION SUPPORT 25,000

CONSERVATION CORPS MINNESOTA & IOWA
60 PLATO BLVD EAST
ST PAUL,MN55107 		  PC CORE MISSION SUPPORT 20,000

CONSERVATION MINNESOTA
1101 WEST RIVER PKWY SUITE 250
MINNEAPOLIS,MN55415 		  PC CONSERVATION CREW 15,000

CULTURAL WELLNESS CENTER
2025 PORTLAND AVE
MINNEAPOLIS,MN55404 		  PC CORE MISSION SUPPORT 40,000

DESTINY ARTS CENTER
970 GRAVE AVENUE
OAKLAND,CA94608 		  PC CORE MISSION SUPPORT 20,000

DKT INTERNATIONAL INC
1001 CONNECTICUT AVENUE NW SUITE
800
WASHINGTON,DC20036 		  PC MIFE50 CLINICAL TRAIL 10,000

DUKE UNIVERSITY
BOX 90600
DURHAM,NC27708 		  PC PENNY PILGRAM GEORGE WOMEN'S LEADERSHIP INITIATIVE AT DUKE UNIVERSITY 72,000

ENRICHING LIVES THROUGH MUSIC
2955 KERNER BLVD
SAN RAFAEL,CA94901 		  PC CORE MISSION SUPPORT 25,000

FAMILY TREE CLINIC
1919 NICOLLET AVENUE
MINNEAPOLIS,MN55403 		  PC CORE MISSION SUPPORT 25,000

GEORGIA TECH FOUNDATION
760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		  PC GEORGE FELLOWS IN THE ISYE PROGRAM STUDYING AND RESEARCHING IN THE AREA HEALTH SYSTEMS 40,000

GIRL SCOUTS OF NORTHEAST TEXAS
6001 SUMMERSIDE DRIVE SUITE 101
DALLAS,TX75252 		  PC STEM CENTER FOR EXCELLENCE 20,000

GIRLS INC OF METROPOLITAN DALLAS
2040 EMPIRE CENTRAL
DALLAS,TX75235 		  PC CORE MISSION SUPPORT 15,000

GUTHRIE THEATER
818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415 		  PC ARTISTIC INNOVATION FUND 100,000

INTERFAITH AMERICA
141 WEST JACKSON BOULEVARD SUITE
3200
CHICAGO,IL60604 		  PC CORE MISSION SUPPORT 50,000

IRREDUCIBLE GRACE FOUNDATION
585 FULLER AVENUE
SAINT PAUL,MN55103 		  PC CORE MISSION SUPPORT 25,000

JUNIOR PLAYERS GUILD
12225 GREENVILLE AVENUE
DALLAS,TX75243 		  PC CORE MISSION SUPPORT 10,000

JUXTAPOSTION ARTS INC
2007 EMERSON AVENUE NORTH
MINNEAPOLIS,MN55411 		  PC CORE MISSION SUPPORT 20,000

LUNDSTRUM PERFORMING ARTS
1617 N 2ND STREET
MINNEAPOLIS,MN55411 		  PC SCHOLARSHIPS FOR YOUTH IN NORTH MINNEAPOLIS 15,000

MACPHAIL CENTER FOR MUSIC
501 SOUTH 2ND STREET
MINNEAPOLIS,MN55401 		  PC NORTH MINNEAPOLIS PROGRAM FOR K-12 STUDENTS 15,000

MIGIZI
1845 EAST LAKE STREET
MINNEAPOLIS,MN55407 		  PC CORE MISSION SUPPORT 20,000

MIND & LIFE INSTITUTE
977 SEMINOLE TRAIL PMB 363
CHARLOTTESVILLE,VA22901 		  PC CORE MISSION SUPPORT 25,000

MINDFUL LIFE PROJECT
124 WASHINGTON AVENUE SUITE B
RICHMOND,CA94801 		  PC CORE MISSION SUPPORT 25,000

MINNEAPOLIS PARKS FOUNDATION
4800 MINNEHAHA AVENUE SOUTH
MINNEAPOLIS,MN55417 		  PC CORE MISSION SUPPORT 20,000

MINNESOTA COUNCIL ON FOUNDATIONS
800 WASHINGTON AVENUE N
MINNEAPOLIS,MN55401 		  PC MEMBERSHIP DUES FOR 2024 9,000

MINNESOTA LANDSCAPE ARBORETUM FOUNDATION
375 ARBORETUM DRIVE
CHASKA,MN55318 		  PC YOUTH ENVIRONMENTAL EDUCATION PROGRAMS 15,000

NEIGHBORHOOD HOUSE
179 ROBIE STREET
ST PAUL,MN55107 		  PC LATINO LEADERSHIP PROGRAM 20,000

NORTH TEXAS FOOD BANK
3677 MAPLESHADE LANE
PLANO,TX75075 		  PC CORE MISSION SUPPORT 25,000

ONE HEART WORLD-WIDE
8141 EL EXTENSO CT
SAN DIEGO,CA92119 		  PC FUND AND NAME A BIRTHING CENTER 5,000

PAGE EDUCATION FOUNDATION
901 N 3RD STREET
MINNEAPOLIS,MN55401 		  PC CORE MISSION SUPPORT 20,000

PLANNED PARENTHOOD OF GREATER TEXAS
7424 GREENVILLE AVENUE
DALLAS,TX75231 		  PC CORE MISSION SUPPORT 10,000

PLANNED PARENTHOOD OF NORTH CENTRAL STATES
77 VANDALIA STREET
ST PAUL,MN55114 		  PC PEER EDUCATION AND COMMUNITY ASSESSMENT: EMPOWERING A VITAL GENERATION 75,000

POETIC
1601 ELM STREET
DALLAS,TX75201 		  PC CORE MISSION SUPPORT 20,000

SIGMA CHI FOUNDATION
1714 HINMAN AVENUE
EVANSTON,IL60201 		  PC THE BILL GEORGE AUTHENTIC LEADERSHIP CERTIFICATE 50,000

TEXAS PUBLIC RADIO
321 WEST COMMERCE STREET
SAN ANTONIO,TX78205 		  PC CORE MISSION SUPPORT 5,000

THE CARTER CENTER
ONE COPENHILL 453 JOHN LEWIS
FREEDOM PARKWAY NE
ATLANTA,GA30307 		  PC THE CARTER CENTER'S EDUCATIONAL INTERNSHIP PROGRAM 25,000

THE COOKIE CART INC
1119 W BROADWAY AVENUE
MINNEAPOLIS,MN55411 		  PC CORE MISSION SUPPORT 10,000

THE LOPPET FOUNDATION INC
1301 THEODORE WIRTH PARKWAY
MINNEAPOLIS,MN55422 		  PC YOUTH ADVENTURES PROGRAMS FOR YOUTH IN NORTH MINNEAPOLIS 12,500

THE NATURE CONSERVANCY
1101 W RIVER PKWY SUITE 200
MINNEAPOLIS,MN55415 		  PC RESILIENT WATERS IN MINNESOTA PROGRAM 20,000

THE SANNEH FOUNDATION
2090 CONWAY STREET
SAINT PAUL,MN55119 		  PC CORE MISSION SUPPORT 20,000

TIDES CENTER
IM4US-PROJECT 3043 PO BOX 399385
SAN FRANCISCO,CA94139 		  PC 2023 IM4US CONFERENCE SPONSORSHIP 10,000

TIDES CENTER
IM4US-PROJECT 3043 PO BOX 399385
SAN FRANCISCO,CA94139 		  PC CORE MISSION SUPPORT FOR INTEGRATIVE MEDICINE FOR THE UNDERSERVED (IM4US) 15,000

UNIVERSITY OF MINNESOTA FOUNDATION
HUMPHREY SCHOOL OF PUBLIC AFFAIRS
PO BOX 860266
MINNEAPOLIS,MN55486 		  PC SCHOLARSHIPS FOR WOMEN & LEADERS OF COLOR IN THE NONPROFIT SECTOR FOR THE HUMPHREY POLICY FELLOWS PROGRAM 25,000

UNIVERSITY OF MINNESOTA FOUNDATION
HUMPHREY SCHOOL OF PUBLIC AFFAIRS
PO BOX 860266
MINNEAPOLIS,MN55486 		  PC MONDALE DIALOGUE SERIES 5,000

UNIVERSITY OF ST THOMAS
2115 SUMMIT AVENUE
SAINT PAUL,MN55105 		  PC GEORGE FAMILY WHOLE-PERSON HEALTH INITIATIVE 166,667

URBAN STRATEGIES INC
4055 LACLEDE AVE SUITE 122
SAINT LOUIS,MO63108 		  PC GREEN GARDEN BAKERY 25,000

VOTERUNLEAD
143 AVENUE B 2B
NEW YORK,NY10009 		  PC CORE MISSION SUPPORT 20,000

VOYAGEUR OUTWARD BOUND SCHOOL
1650 CARROLL AVENUE
SAINT PAUL,MN55104 		  PC URBAN YOUTH OUTWARD BOUND 7,500

WALK-IN COUNSELING CENTER
2421 CHICAGO AVENUE SOUTH
MINNEAPOLIS,MN55404 		  PC CORE MISSION SUPPORT 10,000

WALKING MOUNTAINS SCIENCE CENTER
PO BOX 9469
AVON,CO81620 		  PC COMMUNITY BASED FAMILY PROGRAMS 30,000

WOMEN MOVING MILLIONS
19 FULTON STREET SUITE 301
NEW YORK,NY10038 		  PC PHILANTHROPIC LEADERSHIP CURRICULUM PROGRAM 12,500

YMCA OF THE NORTH
651 NICOLLET MALL
MINNEAPOLIS,MN55402 		  PC GEORGE WELLBEING INITIATIVE 1,000,000

YOUTHPOWER365
90 BENCHMARK ROAD
AVON,CO81620 		  PC CORE MISSION SUPPORT 30,000

YWCA OF MINNEAPOLIS
1130 NICOLET MALL
MINNEAPOLIS,MN55403 		  PC GIRLS INC. PROGRAM 30,000
Total ................................. right arrow 3b 2,565,167
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 282,785  
4 Dividends and interest from securities ....     14 795,640  
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 .....     14 3,864  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 869,374  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,951,663 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,951,663
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
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
2022
Name of the organization
GEORGE FAMILY FOUNDATION
 
Employer identification number

41-1730855
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
GEORGE FAMILY FOUNDATION
  		Employer identification number
41-1730855
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WILLIAM W GEORGE CHARITABLE LEAD UNITRUST
 
200 SOUTH SIXTH STREET SUITE 400
 
MINNEAPOLIS, MN55402

$ 245,249


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

$ 245,249


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

$ 941,665


(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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
GEORGE FAMILY FOUNDATION
  		Employer identification number

41-1730855
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
GEORGE FAMILY FOUNDATION
  		Employer identification number

41-1730855
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 47,232 0   47,232

TY 2022 AllOthProgRltdInvestmentsSch
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category Amount
NONE 0

TY 2022 DistributionFromCorpusElection
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Election:
SEE GENERAL EXPLANATION STATEMENT 18

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

TY 2022 ExpenditureResponsibilityStmt
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
THE 1440 FOUNDATION
  		895 BETHANY DRIVE
SCOTTS VALLEY,CA95066 		2020-06-18 400,000 SUPPORT THE DEVELOPMENT OF 1440 LEADERSHIP CENTER & THE CENTER'S SCHOLARSHIP PROGRAM 400,000 NONE 11/04/2022   TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, NO PORTION OF THE GRANTED FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT AS SET FORTH ABOVE.
THE 1440 FOUNDATION
  		895 BETHANY DRIVE
SCOTTS VALLEY,CA95066 		2019-07-03 400,000 SUPPORT THE DEVELOPMENT OF 1440 LEADERSHIP CENTER & SCHOLARSHIPS 400,000 NONE 07/13/2022   TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, NO PORTION OF THE GRANTED FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT AS SET FORTH ABOVE.
THE 1440 FOUNDATION
  		895 BETHANY DRIVE
SCOTTS VALLEY,CA95066 		2022-12-22 49,908 2022 TRUE NORTH LEADERSHIP PROGRAM 49,908 NONE 12/31/2022   TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, NO PORTION OF THE GRANTED FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT AS SET FORTH ABOVE.

TY 2022 GeneralExplanationAttachment
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Identifier Return Reference Explanation
  FORM 990PF PT XIII LN 4C - ELECTION UNDER REG SEC 53.4942(A)-3(D)(2) ELECTION UNDER REG SECTION 53.4942(A)-3(D)(2) TO TREAT EXCESS QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUSSTATEMENT REGARDING QUALIFYING STATUS AS A CONDUIT PRIVATE FOUNDATIONPURSUANT TO IRC SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE TAXPAYER HEREBY ELECTS TO TREAT THE CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $1,432,163 AS BEING MADE OUT OF CORPUS.AS SUCH, THE TAXPAYER MEETS THE REQUIREMENTS OF IRC SECTION 170(B)(1)(A)(VII), 170(B)(1)(F)(II), AND 4942(H) IN THAT (A) THE TAXPAYER HAD NO REMAINING UNDISTRIBUTABLE INCOME FROM ANY PRIOR TAX YEAR, (B) THE TAXPAYER DISTRIBUTED ALL OF ITS DISTRIBUTABLE AMOUNT FOR 2022 SO THAT THERE WAS NO UNDISTRIBUTABLE AMOUNT FOR 2022, AND (C) THE TAXPAYER MADE QUALIFYING DISTRIBUTIONS OUT OF CORPUS IN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED BY THE TAXPAYER DURING 2022. THEREFORE, THE TAXPAYER IS A CONDUIT PRIVATE FOUNDATION IN 2022 AND QUALIFIES AS A 60% CHARITY.__________________________________________SIGNATURE OF OFFICER

TY 2022 InvestmentsCorpBondsSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Name of Bond End of Year Book Value End of Year Fair Market Value
PIEDMONT NATURAL GAS CO 3.5% 06/01/2029 USD SR LIEN 198,551 207,287
AGILENT TECHNOLOGIES INC 2.75% 09/15/2029 USD SR LIEN 107,929 112,574
DOW CHEMICAL CO/THE 4.25% 10/01/2034 USD SR LIEN 124,069 116,637
SANTANDER UK GROUP HOLDINGS PL HYBRID 08/21/2026 USD SR LIEN CPN 181,008 184,532
UDR INC MTN 3.2% 01/15/2030 USD SR LIEN 21,528 22,117
JPMORGAN CHASE & CO. HYBRID 03/16/2024 USD SR LIEN CPN 03/16/21 0.697% 44,225 44,620
BANK OF MONTREAL HYBRID 12/15/2032 USD SUB LIEN CPN 12/12/17 3.803% 84,775 84,830
CITIZENS FINANCIAL GROUP 3.25% 04/30/2030 USD SR LIEN 12,139 12,251
3M COMPANY 1.75% 02/14/2023 SR LIEN 286,903 288,870
GS FINANCIAL SQUARE TREASURY SOLUTIONS FUND 1 1
MCDONALD'S CORPORATION MTN 3.35% 04/01/2023 SR LIEN 24,914 25,115
BANK OF AMERICA CORPORATION HYBRID 04/22/2025 USD SR LIEN CPN 232,956 233,061
CITIGROUP INC. HYBRID 01/25/2026 USD SR LIEN CPN 01/25/22 2.014% 60,425 60,848
INTEL CORPORATION 2.45% 11/15/2029 USD SR LIEN 79,413 79,377
JPMORGAN CHASE & CO. HYBRID 03/13/2026 USD SR LIEN CPN 03/13/20 2.005% 196,321 196,702
TEXAS INSTRUMENTS INC 2.25% 05/01/2023 SR LIEN 27,910 27,888
BANK OF AMERICA CORPORATION HYBRID MTN 02/04/2028 USD SR LIEN CPN 16,106 16,197
M&T BANK CORPORATION 3.55% 07/26/2023 USD SR LIEN 29,977 30,236
CANADIAN IMPERIAL BANK 3.5% 09/13/2023 USD SER BKNT SR LIEN 32,943 33,032
PUBLIC SERVICE ELECTRIC MTN 3.25% 09/01/2023 USD SR LIEN 31,943 31,974
GATX CORP 4.7% 04/01/2029 USD SR LIEN 134,881 134,961
PERKINELMER INC 3.3% 09/15/2029 USD SR LIEN 139,748 139,393
ORACLE CORPORATION 2.4% 09/15/2023 USD SR LIEN 145,555 144,061
CVS HEALTH CORPORATION 3.25% 08/15/2029 USD SR LIEN 139,730 139,110
JPMORGAN CHASE & CO. HYBRID 02/04/2027 USD SR LIEN CPN 02/04/21 1.04% 11,636 11,394
PACCAR FINANCIAL CORP MTN 0.35% 08/11/2023 USD SR LIEN 339,555 330,888
AMERICAN TOWER CORP 3.8% 08/15/2029 USD SR LIEN 14,960 14,783
HCP INC 3.5% 07/15/2029 USD SR LIEN 155,086 152,730
CROWN CASTLE INTL CORP 3.1% 11/15/2029 USD SR LIEN 10,859 10,536
U.S. BANCORP 2.4% 07/30/2024 USD SR LIEN 326,680 317,762
DOMINION ENERGY INC 3.3% 03/15/2025 USD SER A SR LIEN 166,734 161,991
PFIZER INC. 3.4% 05/15/2024 USD SR LIEN 112,643 108,354
ROYAL BANK OF CANADA MTN 2.25% 11/01/2024 USD SR LIEN 298,336 286,281
BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 USD SR LIEN 18,139 17,367
FISERV, INC. 2.75% 07/01/2024 USD SR LIEN 25,263 24,423
TOYOTA MOTOR CREDIT CORP MTN 2.0% 10/07/2024 USD SR LIEN 212,808 203,802
FISERV, INC. 3.5% 07/01/2029 USD SR LIEN 138,270 134,283
PAYPAL HOLDINGS, INC. 2.4% 10/01/2024 USD SR LIEN 20,136 19,296
SUMITOMO MITSUI FINANCIAL GROU 2.448% 09/27/2024 USD SR LIEN 375,000 358,812
NXP BV/NXP FDG/NXP USA 4.3% 06/18/2029 USD SR LIEN 141,171 134,198
BROADCOM INC. 4.75% 04/15/2029 USD SER WI SR LIEN 103,603 99,342
CAPITAL ONE FINANCIAL CORPORAT HYBRID 03/01/2030 USD SR LIEN CPN 101,488 97,182
ILLUMINA, INC 2.55% 03/23/2031 USD SR LIEN 12,778 12,152
MONDELEZ INTERNATIONAL 1.875% 10/15/2032 USD SR LIEN 152,008 143,897
MITSUBISHI UFJ FIN GRP 2.193% 02/25/2025 USD SR LIEN 250,000 236,061
LABORATORY CORPORATION OF AMER 2.3% 12/01/2024 USD SR LIEN 10,243 9,480
ORACLE CORPORATION 2.5% 04/01/2025 USD SR LIEN 19,644 18,025
CAPITAL ONE FINANCIAL CORPORAT HYBRID 07/29/2032 USD SUB LIEN CPN 23,120 21,218
EUROPEAN INVESTMENT BANK 1.25% 02/14/2031 SR LIEN 115,066 104,161
REPUBLIC SERVICES, INC. 2.375% 03/15/2033 USD SR LIEN 116,056 104,176
ALEXANDRIA REAL ESTATE EQUITIE 2.95% 03/15/2034 SR LIEN 142,519 125,710
FEDEX CORPORATION 4.9% 01/15/2034 USD SR LIEN 88,851 78,685
TRANS-CANADA PIPELINES 4.625% 03/01/2034 USD SR LIEN 85,404 73,499
SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN 93,984 79,565
ENBRIDGE INC 2.5% 08/01/2033 USD SR LIEN 147,546 125,417
MPLX LP 4.8% 02/15/2029 USD SR LIEN 5,731 4,887
GENERAL MOTORS FINL CO 3.1% 01/12/2032 USD SR LIEN 89,403 75,283
AT&T INC. 2.55% 12/01/2033 USD SR LIEN 113,924 94,381
AT&T INC. 2.75% 06/01/2031 USD SER * SR LIEN 15,590 12,505
CALVERT HIGH YIELD BOND FUND CLASS I SHARES 2,302,043 2,000,992

TY 2022 InvestmentsCorpStockSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Name of Stock End of Year Book Value End of Year Fair Market Value
PGIM HIGH YIELD FUND CLASS Z 2,322,138 1,981,942
UFP INDUSTRIES, INC. CMN 10,210 59,041
FIVE BELOW INC CMN 6,733 34,490
TEXAS ROADHOUSE, INC. CMN 19,544 75,034
GLOBUS MEDICAL INC CMN CLASS A 21,255 73,453
GRAND CANYON EDUCATION, INC. CMN 19,134 62,339
MARATHON PETROLEUM CORPORATION CMN 3,885 11,755
RBC BEARINGS INCORPORATED CMN 27,114 74,319
CONSTELLATION ENERGY CORP CMN 2,336 5,604
FREEPORT-MCMORAN INC CMN 5,567 11,248
MOSAIC COMPANY (THE) CMN 1,542 3,027
SCHLUMBERGER LTD CMN 7,163 15,717
STIFEL FINANCIAL CORP CMN 22,227 53,117
SKYLINE CHAMPION CORPORATION CMN 19,692 44,041
ONEOK INC CMN 3,062 5,847
HALLIBURTON COMPANY CMN 3,744 7,319
ELI LILLY & CO CMN 28,412 59,266
CHARLES SCHWAB CORPORATION CMN 15,339 27,393
CHURCHILL DOWNS INCORPORATED CMN 27,835 57,086
DEERE & COMPANY CMN 13,358 24,868
MAGNOLIA OIL & GAS CORP CMN CLASS A 30,822 61,556
MACOM TECHNOLOGY SOLUTIONS CMN 39,319 77,151
GLACIER BANCORP INC (NEW) CMN 22,670 44,478
CORTEVA, INC. CMN 4,718 8,641
HOULIHAN LOKEY, INC. CMN 30,449 57,613
PERFORMANCE FOOD GROUP COMPANY CMN 51,896 97,453
MEDPACE HOLDINGS, INC. CMN 28,635 53,740
SILGAN HOLDINGS INC CMN 22,853 42,872
SILICON LABORATORIES INC. CMN 25,514 47,756
AFLAC INCORPORATED CMN 5,346 9,208
HARTFORD FINANCIAL SRVCS GROUP CMN 2,796 4,777
ICF INTERNATIONAL INC CMN 28,931 52,199
METLIFE, INC. CMN 6,701 10,928
INTERPUBLIC GROUP COS CMN 1,481 2,365
ARCHER-DANIELS-MIDLAND COMPANY CMN 6,390 10,956
CIGNA CORP CMN 11,797 20,874
WATERS CORPORATION COMMON STOCK 2,417 3,768
MATADOR RES CO CMN 47,905 82,998
HALOZYME THERAPEUTICS, INC. CMN 45,215 78,238
BALCHEM CORPORATION CMN 27,603 47,623
ALAMO GROUP INC. CMN 32,831 55,932
ELEVANCE HEALTH INC CMN 15,537 25,136
LITHIA MOTORS INC CL-A CMN CLASS A 24,222 40,948
AMERIPRISE FINANCIAL, INC. CMN 6,006 9,652
SIMON PROPERTY GROUP INC CMN 5,908 8,224
CATERPILLAR INC (DELAWARE) CMN 16,465 26,112
CHUBB LIMITED CMN 12,621 19,854
COHEN & STEERS, INC. CMN 32,182 53,585
COMERICA INCORPORATED CMN 1,371 1,671
CBRE GROUP, INC. CMN CLASS A 3,707 5,156
BOOT BARN HOLDINGS, INC. CMN 19,129 30,885
DESCARTES SYSTEMS GRP (THE) CMN 32,825 52,934
HEWLETT PACKARD ENTERPRISE CO CMN 2,895 4,213
REGIONS FINANCIAL CORPORATION CMN 2,945 4,312
WELLS FARGO & CO (NEW) CMN 23,206 32,454
KEYSIGHT TECHNOLOGIES, INC. CMN 3,838 5,816
GENERAL ELECTRIC COMPANY CMN 13,799 18,937
W.W. GRAINGER INC CMN 3,491 5,006
MGM RESORTS INTERNATIONAL CMN 1,262 1,978
CF INDUSTRIES HOLDINGS, INC. CMN 2,248 3,493
ABBVIE INC CMN 38,707 58,664
JOHNSON CONTROLS INTERNATIONAL CMN 6,533 9,088
UNITEDHEALTH GROUP INCORPORATE CMN 68,263 101,264
MORGAN STANLEY CMN 18,377 26,526
FORD MOTOR COMPANY CMN 7,703 9,630
AMERISOURCEBERGEN CORPORATION CMN 3,586 5,303
THE WILLIAMS COMPANIES, INC. CMN 5,651 8,126
FIFTH THIRD BANCORP CMN 2,961 3,872
METTLER-TOLEDO INTL CMN 5,327 7,227
BAKER HUGHES CO CMN 4,083 5,817
MARRIOTT INTERNATIONAL, INC CMN CLASS A 6,181 8,338
THE TRAVELERS COMPANIES, INC CMN 6,197 9,187
INVESCO LTD. CMN 2,025 2,609
HP INC. CMN 3,500 5,159
AMERIS BANCORP CMN 43,549 65,053
KIMCO REALTY CORPORATION CMN 2,109 2,796
EXELON CORPORATION CMN 6,490 9,208
CARDINAL HEALTH, INC. CMN 2,817 4,151
EATON CORP PLC CMN 9,540 13,184
AON PUBLIC LIMITED COMPANY CMN 9,463 13,206
NOVANTA INC. CMN 38,527 56,522
AMERICAN EXPRESS CO. CMN 13,905 18,173
IRON MOUNTAIN INCORPORATED CMN 2,762 3,689
SUPERNUS PHARMACEUTICALS, INC. CMN 38,414 55,681
THE HERSHEY COMPANY CMN 4,520 6,484
CITIZENS FINANCIAL GROUP, INC. CMN 3,454 4,213
HOST HOTELS & RESORTS INC CMN 1,807 2,327
AGILENT TECHNOLOGIES, INC. CMN 6,745 9,129
APPLIED MATERIALS INC CMN 14,374 17,626
ATRICURE, INC CMN 33,589 46,998
PNC FINANCIAL SERVICES GROUP, CMN 11,225 13,583
HILTON WORLDWIDE HOLDINGS INC. CMN 5,720 7,329
HELIOS TECHNOLOGIES INC. CMN 27,367 38,162
CBOE GLOBAL MARKETS, INC CMN 1,937 2,635
IDACORP, INC. CMN 34,532 48,101
TRANE TECHNOLOGIES PUBLIC LIMI CMN 6,126 8,068
ALLSTATE CORPORATION COMMON STOCK 5,607 7,594
MERCK & CO., INC. CMN 41,365 56,917
KEYCORP CMN 2,663 3,275
REPUBLIC SERVICES INC CMN 4,214 5,418
ICU MEDICAL INC CMN 23,143 31,653
CVS HEALTH CORP CMN 19,775 25,068
STAG INDUSTRIAL, INC. CMN 48,270 65,589
PARKER-HANNIFIN CORP. CMN 6,181 7,857
GLOBE LIFE INC CMN 1,076 1,447
NASDAQ INC. CMN 4,244 5,399
PRINCIPAL FINANCIAL GROUP, INC CMN 3,993 5,203
TJX COMPANIES INC (NEW) CMN 15,207 19,741
YUM BRANDS, INC. CMN 4,885 6,404
OXFORD IND INC CMN 35,669 47,522
REGENCY CENTERS CORPORATION CMN 1,750 2,188
SYNCHRONY FINANCIAL CMN 2,600 3,253
JPMORGAN CHASE & CO CMN 65,039 79,924
PRUDENTIAL FINANCIAL INC CMN 6,019 7,559
XYLEM INC. CMN 2,948 3,759
ALBEMARLE CORP CMN 4,185 5,422
HUNTINGTON BANCSHARES INCORPOR CMN 2,954 3,722
KINDER MORGAN INC CMN CLASS P 5,738 7,232
LINDE PLC CMN 26,612 33,597
GENERAL MILLS INC CMN 7,708 9,978
MOLSON COORS BEVERAGE CO CMN CLASS B 1,154 1,494
MSCI INC. CMN 7,741 8,838
NORTHWESTERN CORPORATION CMN 45,307 58,272
CATHAY GENERAL BANCORP CMN 43,701 55,842
QUEST DIAGNOSTICS INCORPORATED CMN 2,839 3,598
PEPSICO, INC. CMN 41,580 51,488
GILEAD SCIENCES CMN 17,501 22,063
COCA-COLA COMPANY (THE) CMN 41,369 51,270
CAPITAL ONE FINANCIAL CORP CMN 7,000 8,180
PATRICK INDUSTRIES, INC. CMN 21,802 27,634
ANALOG DEVICES, INC. CMN 14,248 17,387
STARBUCKS CORP. CMN 18,974 23,014
DXC TECHNOLOGY COMPANY CMN 895 1,113
WASTE MANAGEMENT INC CMN 9,777 12,080
HEALTHEQUITY, INC. CMN 42,566 53,319
EVEREST RE GROUP LTD CMN 2,131 2,650
BANK OF AMERICA CORP CMN 43,386 48,156
CENTENE CORPORATION CMN 8,001 9,677
LOWES COMPANIES INC CMN 22,372 26,300
SHOALS TECHNOLOGIES GROUP, INC CMN 10,963 13,569
KLA CORP CMN 9,262 11,311
FEDERAL REALTY INVESTMENT TRUS CMN 1,434 1,516
THE BANK OF NY MELLON CORP CMN 6,312 7,556
CSX CORPORATION CMN 11,708 13,631
TE CONNECTIVITY LTD CMN 6,812 7,692
AES CORP. CMN 3,396 4,113
OCEANFIRST FINANCIAL CORP CMN 36,519 44,221
ENTERGY CORPORATION CMN 4,423 5,063
HUMANA INC. CMN 11,511 13,829
DUKE ENERGY CORPORATION CMN 13,582 15,963
INDEPENDENT BANK CORP. CMN 36,487 43,566
ITT INC. CMN 35,369 42,172
BLACKROCK, INC. CMN 21,056 23,385
CAMPBELL SOUP CO CMN 1,787 2,100
PROGYNY INC CMN 26,965 31,991
BOSTON SCIENTIFIC CORP. COMMON STOCK 11,978 13,881
SEACOAST BANKING CORPORATION O CMN 56,769 67,059
TEXAS INSTRUMENTS INC. CMN 27,401 31,061
AMERISAFE, INC CMN 27,928 32,793
REGENERON PHARMACEUTICAL INC CMN 13,601 15,873
NISOURCE INC. CMN 1,049 1,206
SEMPRA ENERGY CMN 8,594 10,045
NORFOLK SOUTHERN CORP CMN 10,559 11,828
MONDELEZ INTERNATIONAL, INC. CMN 16,855 19,129
INTL BUSINESS MACHINES CORP CMN 22,450 25,783
JOHNSON & JOHNSON CMN 82,562 94,508
DELTA AIR LINES, INC. CMN 4,358 4,633
CHAMPIONX CORPORATION CMN 20,691 23,917
THE KRAFT HEINZ CO CMN 5,620 6,473
CUMMINS INC COMMON STOCK 6,189 7,026
AMERICAN ELECTRIC POWER INC CMN 8,361 9,590
WESTROCK COMPANY CMN 1,765 1,899
NVIDIA CORPORATION CMN 75,379 74,970
EXPEDITORS INTERNATIONAL OF WA CMN 2,647 3,014
HEARTLAND EXPRESS, INC. CMN 14,298 16,337
PFIZER INC. CMN 52,496 58,619
U.S. BANCORP CMN 12,363 12,821
STATE STREET CORPORATION (NEW) CMN 7,375 7,524
CISCO SYSTEMS, INC. CMN 38,027 40,685
BRISTOL-MYERS SQUIBB COMPANY CMN 28,361 31,874
ILLINOIS TOOL WORKS CMN 11,710 12,557
ESTEE LAUDER COS INC CL-A CMN CLASS A 11,595 12,157
RESMED INC. CMN 5,694 6,036
ACCENTURE PLC CMN CLASS A 33,239 34,689
AIR PRODUCTS & CHEMICALS INC CMN 12,383 13,563
PROCTER & GAMBLE COMPANY (THE) CMN 68,259 73,507
MOHAWK INDUSTRIES INC COMMON STOCK 976 1,022
SPX TECHNOLOGIES INC CMN 75,364 84,032
KIMBERLY-CLARK CORPORATION CMN 7,673 8,552
ALPHABET INC. CMN CLASS C 96,131 97,692
FLYWIRE CORPORATION CMN 58,282 64,846
THE HOME DEPOT, INC. CMN 63,012 66,331
PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 6,493 6,924
PACCAR INC CMN 6,112 6,730
LAM RESEARCH CORPORATION CMN 11,580 11,768
AMGEN INC. CMN 26,942 29,678
AGREE REALTY CORPORATION CMN 42,371 46,956
MICROSOFT CORPORATION CMN 348,359 365,246
NIKE CLASS-B CMN CLASS B 29,337 30,306
MOTOROLA SOLUTIONS INC CMN 7,692 8,504
ROCKWELL AUTOMATION INC CMN 5,555 5,924
APPLE INC. CMN 387,313 402,393
DOW INC CMN 7,066 7,559
ENDAVA PLC ADR CMN 20,879 22,950
HOLOGIC INCORPORATED CMN 3,363 3,666
ALPHABET INC. CMN CLASS A 108,784 107,994
SEAGATE TECHNOLOGY HOLDIN PLC CMN 2,133 2,052
CHUYS HLDGS INC CMN 21,550 23,546
CENTRAL GARDEN & PET COMPANY CMN CLASS A NON VOTING SHARES 43,886 47,793
INGERSOLL RAND INC CMN 3,983 4,128
ALASKA AIR GROUP INC(DEL HLDG) CMN 1,202 1,245
VENTAS, INC. CMN 3,502 3,649
LAS VEGAS SANDS CORP. CMN 2,933 3,125
ABBOTT LABORATORIES CMN 38,270 39,524
W.R. BERKLEY CORPORATION CMN 2,162 2,322
CMS ENERGY CORPORATION CMN 3,258 3,483
KELLOGG COMPANY CMN 3,009 3,206
AMEREN CORPORATION CMN 3,657 3,912
TARGET CORPORATION CMN 14,432 14,308
TRUIST FINANCIAL CORPORATION CMN 11,504 11,446
GENERAL MOTORS COMPANY CMN 11,139 10,327
UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 26,079 26,076
MICRON TECHNOLOGY, INC. CMN 11,714 11,246
UNION PACIFIC CORP. CMN 25,729 26,298
PHREESIA INC CMN 58,950 62,487
PROLOGIS INC CMN 20,997 20,968
MASTERCARD INCORPORATED CMN CLASS A 60,569 61,896
APTIV PLC CMN 5,279 5,122
INTRA-CELLULAR THERAPIES, INC. CMN 38,526 40,484
AMERICAN INTL GROUP, INC. CMN 9,615 9,992
NORTHERN TRUST CORP CMN 4,945 4,955
AMCOR PLC CMN 3,418 3,573
INSMED INC CMN 21,508 22,478
UNITED RENTALS, INC. CMN 5,140 5,331
WEYERHAEUSER COMPANY CMN 4,682 4,650
AVIENT COR CMN 60,206 62,253
AVERY DENNISON CORPORATION CMN 3,156 3,258
BIOGEN INC. CMN 8,127 8,308
AMERICAN WATER WORKS CO, INC. CMN 6,387 6,402
CARRIER GLOBAL CORPORATION CMN 7,177 7,095
PINNACLE WEST CAPITAL CORP CMN 1,746 1,749
MARSH & MCLENNAN CO INC CMN 16,219 16,548
WEC ENERGY GROUP, INC. CMN 5,823 5,907
COLGATE-PALMOLIVE CO CMN 13,093 13,237
NEXTERA ENERGY, INC. CMN 33,527 34,025
BECTON, DICKINSON AND COMPANY CMN 14,774 14,749
XCEL ENERGY INC. CMN 7,032 7,081
ORACLE CORPORATION CMN 25,240 25,339
MINERALS TECHNOLOGIES INC. CMN 49,922 50,640
EQUITY RESIDENTIAL CMN 4,529 4,248
VISA INC. CMN CLASS A 70,794 69,807
INTEGRA LIFESCIENCES HOLDING CORPORATION 45,488 45,753
ASSURANT, INC. CMN 1,341 1,251
PULTEGROUP INC. CMN 2,281 2,231
VERISK ANALYTICS, INC. CMN 5,684 5,469
WALMART INC CMN 42,606 41,828
S&P GLOBAL INC. CMN 25,795 24,451
FIRST REPUBLIC BANK CMN SERIES 4,875 4,388
ZIMMER BIOMET HOLDINGS INC 5,574 5,483
BORGWARNER INC. CMN 1,474 1,449
FRANKLIN RESOURCES INC CMN 2,571 2,480
MOODY'S CORPORATION CMN 10,857 10,309
TRACTOR SUPPLY COMPANY CMN 5,075 4,949
RYMAN HOSPITALITY PPTYS INC CMN 55,081 53,975
SOUTHWEST AIRLINES CO CMN 4,582 4,276
EVERSOURCE ENERGY CMN 6,528 6,288
AVALONBAY COMMUNITIES INC CMN 5,421 5,007
AMERICAN AIRLINES GROUP INC CMN 1,649 1,552
MICROCHIP TECHNOLOGY INCORPORA CMN 8,437 8,009
TEREX CORP (NEW) CMN 46,188 44,856
QUALCOMM INC CMN 28,925 25,396
KEURIG DR PEPPER INC CMN 5,987 5,706
ESSEX PROPERTY TRUST INC CMN 2,946 2,755
HEALTHPEAK PROPERTIES INC CMN 2,939 2,657
HELEN OF TROY LTD (NEW) CMN 32,655 30,500
ALLIANT ENERGY CORPORATION CMN 2,157 1,988
PUBLIC STORAGE CMN 9,744 8,966
EDWARDS LIFESCIENCES CORPORATI CMN 11,076 9,625
WALGREENS BOOTS ALLIANCE, INC. CMN 5,964 5,268
WELLTOWER INC. CMN 6,688 5,965
HORACE MANN EDUCATORS CORP CMN 63,040 57,550
PATTERSON-UTI ENERGY, INC. ORD CMN REG OFFER 23054738 21,692 19,787
ROYAL CARIBBEAN GROUP ISIN: LR0008862868 2,465 2,125
JUNIPER NETWORKS, INC. CMN 1,907 1,726
ON SEMICONDUCTOR CORPORATION CMN 6,668 5,988
DOLLAR TREE STORES, INC. CMN 6,769 6,082
CME GROUP INC. CMN CLASS A 13,896 12,444
PRIMORIS SERVICES CORPORATION CMN 48,302 43,002
CITIGROUP INC. CMN 21,877 18,499
NATIONAL HEALTH INVESTORS, INC CMN 34,972 30,810
C.H. ROBINSON WORLDWIDE, INC. CMN 2,502 2,197
EQUINIX, INC. REIT 13,628 11,791
SYNEOS HEALTH INC CMN 15,989 13,902
DAVITA INC CMN 890 747
PAYCOR HCM, INC. CMN 46,850 40,155
AT&T INC. CMN 31,234 26,455
PACIFIC PREMIER BANCORP, INC CMN 58,231 49,644
AMERICAN TOWER CORPORATION CMN 24,080 20,339
NXP SEMICONDUCTORS N.V. CMN 10,118 8,376
MCCORMICK & CO NON VTG SHRS CMN 4,605 3,813
BIOCRYST PHARMACEUTICALS INC CMN 24,000 20,377
VERITEX HOLDINGS, INC. CMN 55,848 47,034
VERACYTE, INC. CMN 31,728 26,411
INTUIT INC CMN 27,464 22,575
FEDEX CORPORATION CMN 10,500 8,487
INTL.FLAVORS & FRAGRANCE CMN 6,545 5,347
LINCOLN NATL.CORP.INC. CMN 1,202 983
PACKAGING CORP OF AMERICA COMMON STOCK 2,973 2,430
SHYFT GROUP, INC. (THE) CMN 50,001 40,770
T. ROWE PRICE GROUP, INC. CMN 8,246 6,435
COMCAST CORPORATION CMN CLASS A VOTING 39,888 31,368
VIAVI SOLUTIONS, INC. CMN 49,231 39,938
J B HUNT TRANS SVCS INC CMN 3,226 2,615
LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A 5,958 4,733
AZENTA INC CMN 44,938 36,388
AUTODESK, INC. CMN 10,878 8,596
ALEXANDRIA REAL ESTATE EQUITIES, INC. 5,805 4,516
AKAMAI TECHNOLOGIES, INC. CMN 3,289 2,613
DOMINION ENERGY INC CMN 14,047 10,915
BOSTON PROPERTIES, INC. COMMON STOCK 2,823 2,095
HASBRO, INC. CMN 2,112 1,586
WHIRLPOOL CORP. CMN 2,017 1,556
MEDTRONIC PUBLIC LIMITED COMPA CMN 27,944 21,373
EXTRA SPACE STORAGE INC. CMN 5,227 3,974
ECOLAB INC. CMN 9,669 7,424
BEST BUY CO INC CMN 4,450 3,369
ADOBE INC CMN 43,998 32,307
ADVANCED MICRO DEVICES, INC. CMN 31,485 21,374
VIATRIS INC CMN 3,558 2,549
EBAY INC. CMN 6,339 4,603
ARCUTIS BIOTHERAPEUTICS INC CMN 30,990 22,629
CRYOPORT, INC. CMN 21,470 15,580
NEWMONT CORP CMN 10,538 7,552
ETSY, INC. CMN 4,508 3,114
WALT DISNEY COMPANY (THE) CMN 48,819 32,493
VERIZON COMMUNICATIONS, INC. CMN 49,360 34,002
CLOROX CO (THE) (DELAWARE) CMN 5,372 3,649
SALESFORCE INC CMN 40,695 27,048
BALL CORPORATION CMN 5,254 3,426
THOUGHTWORKS HOLDING INC CMN 57,961 38,997
DIGITAL REALTY TRUST, INC. CMN 8,558 5,715
INTERNATIONAL PAPER CO. CMN 3,975 2,632
BAXTER INTERNATIONAL INC CMN 8,020 5,199
WESTERN DIGITAL CORPORATION CMN 3,146 2,019
PAYPAL HOLDINGS, INC. CMN 27,891 17,022
RAPID7, INC. CMN 34,855 21,679
NORWEGIAN CRUISE LINE HLDG LTD CMN 1,732 1,065
ILLUMINA, INC CMN 11,018 6,470
INTEL CORPORATION CMN 40,441 22,148
AMAZON.COM INC CMN 281,773 152,796
CAESARS ENTERTAINMENT INC CMN 3,273 1,706
ARTIVION INC CMN 36,438 19,659
CARNIVAL CORPORATION CMN 3,296 1,652
REVOLVE GROUP INC CMN CLASS A 19,341 10,017
STANLEY BLACK & DECKER, INC. CMN 5,193 2,404
VF CORP CMN 3,668 1,684
WOLVERINE WORLD WIDE CMN 28,908 13,280
CASTLE BIOSCIENCES INC CMN 29,867 13,418
ALLEGIANT TRAVEL COMPANY CMN 48,609 20,941
CATALENT, INC. CMN 3,797 1,620
TESLA, INC. CMN 163,513 67,133
ALCON, INC. CMN 10,314 26,460
NOVARTIS AG-ADR SPONSORED ADR CMN 74,113 175,452
GOLDMAN SACHS GROUP, INC.(THE) CMN 1,641,821 6,987,783

TY 2022 InvestmentsGovtObligationsSch
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
US Government Securities - End of Year Book Value:

7,751,641
US Government Securities - End of Year Fair Market Value:

6,825,271
State & Local Government Securities - End of Year Book Value:


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


0


TY 2022 InvestmentsOtherSchedule2
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BROAD STREET REAL ESTATE CREDIT PARTNER III OFFSHORE LP AT COST 147,754 203,069
GS MEZZANINE PARTNERS V PMD FUND OFFSHORE, LTD. (CLASS C) AT COST 0 20,182
ISHARES MSCI EAFE ETF AT COST 223,534 247,200
ISHARES RUSSELL 2000 ETF AT COST 241,769 353,602
MN8 ENERGY LLC LLC AT COST 284,729 395,667
PETERSHILL PRIVATE EQUITY OFFSHORE LP AT COST 99,906 135,762
PRIVATE EQUITY MANAGERS (2016) OFFSHORE SCSP AT COST 714,446 1,881,989
PRIVATE EQUITY MANAGERS (2017) OFFSHORE SCSP AT COST 858,396 2,172,059
PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP AT COST 1,084,670 1,540,689
PRIVATE EQUITY MANAGERS (2019) OFFSHORE SCSP AT COST 662,759 1,037,967
PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP AT COST 314,356 340,055
PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP AT COST 164,933 166,268
PRIVATE EQUITY MANAGERS (2022) OFFSHORE SCSP AT COST 4,292 1,600
PRIVATE TECHNOLOGY OPPORTUNITIES OFFSHORE SCSP AT COST 192,711 302,284
SPDR S&P 500 ETF TRUST AT COST 6,676,031 11,897,015
STRATEGIC INVESTORS XI ACCESS OFFSHORE LP AT COST 76,377 69,819
TCV XI ACCESS OFFSHORE SCSP AT COST 283,626 282,539
TECHNOLOGY SELECT INDEX 'SPDR' AT COST 1,595,897 2,410,652
TPG TECH ADJACENCIES II ACCESS OFFSHORE LP AT COST 251,386 242,457
VANGUARD FTSE EMERGING MKTS ETF AT COST 106,243 91,798
VINTAGE FUND VI OFFSHORE, L.P. AT COST 0 228,649
VINTAGE IX B OFFSHORE SCSP AT COST 12,500 12,500
VINTAGE VII OFFSHORE SCSP AT COST 291,057 895,946
VINTAGE VIII OFFSHORE SCSP AT COST 553,523 1,041,486
WELLINGTON: NON-US EQUITY OFFSHORE LP AT COST 975,000 2,297,475
WEST STREET CAPITAL PARTNERS VII PARALLEL, L.P. AT COST 138,346 445,273
WEST STREET CAPITAL PARTNERS VIII - PARALLEL, L.P. AT COST 348,210 351,544
WEST STREET STRATEGIC SOLUTION OFFSHORE FEEDER FUND I, LLC AT COST 300,773 329,915
ARTISAN: DYNAMIC EQUITY(NON-US EQUITY) OFFSHORE L.P. AT COST 0 2,951,199

TY 2022 LegalFeesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 25,904 0   25,904


TY 2022 OtherExpensesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PUBLIC RELATIONS 35,695 0   35,695
DUES & SUBSCRIPTIONS 468 0   468
INSURANCE 5,238 0   5,238
OFFICE SUPPLIES 3,066 0   3,066
TECHNOLOGY EXPENSE 60,103 0   60,103
UTILITIES & PHONES 7,025 0   7,025


TY 2022 OtherIncomeSchedule2
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INVESTMENT INCOME   430,332  
GOLDMAN SACHS 3,864 3,864 3,864


TY 2022 OtherLiabilitiesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Description Beginning of Year - Book Value End of Year - Book Value
BOOK ADJUSTMENT ON ALTERNATIVE INVESTMENTS 573,780 617,256


TY 2022 OtherProfessionalFeesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNT MANAGEMENT FEES - GOLDMAN SACHS 205,851 205,851   0
CONSULTING FEES 63,292 0   63,292


TY 2022 TaxesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAX 31,017 0   31,017
FEDERAL TAXES 15,200 0   0