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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 03-01-2023 , and ending 02-29-2024
Name of foundation
HUGH J ANDERSEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)342 FIFTH AVE NORTH SUITE 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BAYPORT, MN550034502
A Employer identification number

41-6020914
B Telephone number (see instructions)

(651) 439-1557
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$216,570,952
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 34 34  
4 Dividends and interest from securities... 5,410,976 5,410,976  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,082,367
b Gross sales price for all assets on line 6a 1,085,989
7 Capital gain net income (from Part IV, line 2)... 1,082,367
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).......      
12 Total. Add lines 1 through 11........ 6,493,377 6,493,377  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,389      
b Accounting fees (attach schedule)....... 3,725     3,725
c Other professional fees (attach schedule).... 842,805 78,314   764,491
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 147,236      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,021     5,021
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 18,765     18,740
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,018,941 78,314   791,977
25 Contributions, gifts, grants paid....... 8,561,007 8,561,007
26 Total expenses and disbursements. Add lines 24 and 25 9,579,948 78,314   9,352,984
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,086,571
b Net investment income (if negative, enter -0-) 6,415,063
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,590,910 1,406,430 1,406,430
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)      
b Investments—corporate stock (attach schedule)....... 146,502,897 Click to see attachment
List of Attached Documents:
// Content
202,829,335
202,829,335
c Investments—corporate bonds (attach schedule)....... 11,732,213 Click to see attachment
List of Attached Documents:
// Content
12,335,187
12,335,187
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 163,826,020 216,570,952 216,570,952
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)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 31,323,700 28,237,129
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 132,502,320 188,333,823
29 Total net assets or fund balances (see instructions)..... 163,826,020 216,570,952
30 Total liabilities and net assets/fund balances (see instructions). 163,826,020 216,570,952
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
163,826,020
2
Enter amount from Part I, line 27a .....................
2
-3,086,571
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
55,831,503
4
Add lines 1, 2, and 3 ..........................
4
216,570,952
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
216,570,952
Form 990-PF (2023)
Form 990-PF (2023)
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 ANDERSEN CORPORATION D 1976-12-28 2024-01-19
b ANDERSEN CORPORATION D 1982-06-11 2024-01-19
c PUBLICLY TRADED SECURITIES LTCGD P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 560,322   1,788 558,534
b 247,058   1,834 245,224
c 278,609     278,609
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       558,534
b       245,224
c       278,609
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,082,367
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  
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 89,169
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  
3 Add lines 1 and 2........................... 3 89,169
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 89,169
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 37,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 37,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 51,669
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 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 2023 or the taxable year beginning in 2023? 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
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 arrowWWW.SRINC.BIZ/HJA
14
The books are in care ofright arrowSARAH J ANDERSEN Telephone no.right arrow (651) 439-1557

Located atright arrow342 FIFTH AVE NORTH SUITE 200BAYPORTMN ZIP+4right arrow550034502
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
No
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SARAH J ANDERSEN PRESIDENT
1.00
0 0 0
342 FIFTH AVENUE NORTH SUITE 200
BAYPORT,MN550034502
WILLIAM H RUBENSTEIN SEC/ TREAS
1.00
0 0 0
342 FIFTH AVENUE NORTH SUITE 200
BAYPORT,MN550034502
ELLEN B ANDERSEN VICE PRES
1.00
0 0 0
342 FIFTH AVENUE NORTH SUITE 200
BAYPORT,MN550034502
WILLIAM W RUBENSTEIN DIRECTOR
1.00
0 0 0
342 FIFTH AVENUE NORTH SUITE 200
BAYPORT,MN550034502
JORDAN C COPELAND DIRECTOR
1.00
0 0 0
342 FIFTH AVENUE NORTH SUITE 200
BAYPORT,MN550034502
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
SRI INC ADMINISTRATIVE 770,491
342 FIFTH AVE NORTH SUITE 200
BAYPORT,MN550034502
MERCER INVESTMENTS MANAGEMENT INC INVESTMENT 56,650
21875 NETWORK PLACE
CHICAGO,IL606731218
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
187,575,186
b
Average of monthly cash balances.......................
1b
4,408,709
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
191,983,895
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
191,983,895
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,879,758
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
189,104,137
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,455,207
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
9,455,207
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
89,169
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
89,169
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,366,038
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
9,366,038
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
9,366,038
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
9,352,984
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
9,352,984
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 9,366,038
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 6,571
e From 2022......  
f Total of lines 3a through e ........ 6,571
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 9,352,984
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2023 distributable amount..... 9,352,984
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023. 6,571 6,571
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
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......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
6,483
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) .......
 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
SARAH J ANDERSEN
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 e-mail address of the person to whom applications should be addressed:
HUGH J ANDERSEN FOUNDATION
342 FIFTH AVENUE NORTH SUITE 200
BAYPORT,MN550034502
(651) 439-1557
bThe form in which applications should be submitted and information and materials they should include:
THE ANNUAL REPORT, APPLICATION FORM AND GUIDELINES FURNISHED UPON REQUEST AND AVAILABLE AT WWW.SRINC.BIZ/FOUNDATIONS/HUGH-J-ANDERSEN-FOUNDATION/PUBLI CATIONS/
cAny submission deadlines:
MARCH 15, JUNE 15, AUGUST 15, AND NOVEMBER 15
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE PRIMARY GEOGRAPHIC FOCUS IS THE ST. CROIX VALLEY. THIS AREA INCLUDES WASHINGTON COUNTY IN MINNESOTA AND PIERCE, POLK, AND ST. CROIX COUNTIES IN WISCONSIN. THE SECONDARY GEOGRAPHIC FOCUS IS THE ST. PAUL, MINNESOTA METROPOLITAN AREA.
Form 990-PF (2023)
Form 990-PF (2023)
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

180 DEGREES INC

1301 EAST 7TH STREET
ST PAUL,MN55106
  PC BRITTANY'S PLACE PROGRAMS 35,000

ABC FOR RURAL HEALTH INC

1645 60TH STREET
TURTLE LAKE,WI54889
  PC GENERAL OPERATING SUPPORT 25,000

AEON

901 NORTH 3RD ST SUITE 1
MINNEAPOLIS,MN55401
  PC MARY HALL AFFORDABLE HOUSING DEVELOP 60,000

AIN DAH YUNG (OUR HOME) CENTER

1089 PORTLAND AVENUE
ST PAUL,MN55104
  PC GENERAL OPERATING SUPPORT 35,000

ALLINA ASSOCIATED FOUNDATION

2925 CHICAGO AVE S
MAIL ROUTE 10721
MINNEAPOLIS,MN55407
  PC COURAGE KENNY REHAB INSTITUTE 50,000

AMERICAN DIABETES ASSOCIATION

PO BOX 7023
MERRIFIELD,VA22116
  PC CAMP NEEDLEPOINT/DAYPOINT 7,000

AMERICAN INDIAN FAMILY CENTER

579 WELLS STREET
ST PAUL,MN55130
  PC GENERAL OPERATING SUPPORT 40,000

AMERY AREA FOOD PANTRY

230 DERONDA STREET
PO BOX 64
AMERY,WI54001
  PC GENERAL OPERATING SUPPORT 8,000

AMHERST H WILDER FOUNDATION

451 LEXINGTON PARKWAY N
ST PAUL,MN55104
  PC DIRECT HOUSING ASSISTANCE 40,000

ANN BANCROFT FOUNDATION

2356 UNIVERSITY AVE W
SUITE 404
ST PAUL,MN55114
  PC GENERAL OPERATING SUPPORT 5,000

ANN BANCROFT FOUNDATION

2356 UNIVERSITY AVE W
SUITE 404
ST PAUL,MN55114
  PC GENERAL OPERATING SUPPORT 67,000

ARROWHEAD ECONOMIC OPP AGENCY INC

702 S 3RD AVE
VIRGINIA,MN55792
  PC COOK COUNTY FOOD SHELF 10,000

ARROWHEAD ECONOMIC OPP AGENCY INC

702 S 3RD AVE
VIRGINIA,MN55792
  PC COOK COUNTY FOOD SHELF 6,000

ARROWHEAD ECONOMIC OPP AGENCY INC

702 S 3RD AVE
VIRGINIA,MN55792
  PC COOK COUNTY FOOD SHELF 5,000

ARTREACH ST CROIX

224 NORTH 4TH STREET
STILLWATER,MN55082
  PC GENERAL OPERATING SUPPORT 53,000

ASSISTANCE AND RESOURCE CENTER INC

PO BOX 223
RIVER FALLS,WI54022
  PC GENERAL OPERATING SUPPORT 15,000

AVENUES FOR YOUTH

1708 OAK PARK AVENUE N
MINNEAPOLIS,MN55411
  PC A HOME OF OUR OWN CAMPAIGN 90,000

AVENUES FOR YOUTH

1708 OAK PARK AVENUE N
MINNEAPOLIS,MN55411
  PC GENERAL OPERATING SUPPORT 33,000

BASIC NEEDS INC OF S WASH CO
D/B/A STONE SOUP THRIFT SHOP
445 BROADWAY AVE
ST PAUL PARK,MN55071
  PC GENERAL OPERATING SUPPORT 20,000

BASIC NEEDS INC OF S WASH CO
D/B/A STONE SOUP THRIFT SHOP
445 BROADWAY AVE
ST PAUL PARK,MN55071
  PC FOOD RESCUE MARKET 50,000

BATTERED WOMEN'S JUSTICE PROJECT

540 FAIRVIEW AVE N 208
ST PAUL,MN55104
  PC IMPACT PROJECT 20,000

BEACON INTERFAITH HOUSING COLLABOR

2610 UNIVERSITY AVENUE W
ST PAUL,MN55114
  PC GLADSTONE CROSSING 85,000

BELWIN CONSERVANCY

1553 STAGECOACH TRAIL S
AFTON,MN55001
  PC GENERAL OPERATING SUPPORT 29,000

BIRCH GROVE COMMUNITY SCHOOL

PO BOX 2383
TOFTE,MN55615
  PC GENERAL OPERATING SUPPORT 2,500

BIRCH GROVE COMMUNITY SCHOOL

PO BOX 2383
TOFTE,MN55615
  PC GENERAL OPERATING SUPPORT 5,000

BOYS & GIRLS CLUB - CENTRAL WYOMING

1701 E K STREET
CASPER,WY82601
  PC STEM, LEADERSHIP AND OTHER YOUTH ACA 12,500

BOYS & GIRLS CLUB - CENTRAL WYOMING

1701 E K STREET
CASPER,WY82601
  PC GENERAL OPERATING SUPPORT 12,000

BOYS & GIRLS CLUBS OF THE TC

690 JACKSON STREET
ST PAUL,MN551304345
  PC EAST METRO GENERAL OPERATING SUPPORT 30,000

BRENNAN CENTER FOR JUSTICE

120 BROADWAY SUITE 1750
NEW YORK,NY10271
  PC GENERAL OPERATING SUPPORT 1,500

BRIDGING INC

201 WEST 87TH STREET
BLOOMINGTON,MN55420
  PC EAST METRO GENERAL OPERATING SUPPORT 33,000

CAMPHILL VILLAGE MINNESOTA INC

15136 CELTIC DRIVE
SAUK CENTRE,MN56378
  PC GENERAL OPERATING SUPPORT & CAP IMPR 35,500

CANDID

32 OLD SLIP 24TH FLOOR
NEW YORK,NY10005
  PC GENERAL OPERATING SUPPORT 5,000

CANVAS HEALTH INC

7066 STILLWATER BLVD N
OAKDALE,MN55128
  PC GENERAL OPERATING SUPPORT 45,000

CARPENTER ST CROIX VALLEY NAT CNT

12805 ST CROIX TRAIL S
HASTINGS,MN55033
  POF GENERAL OPERATING SUPPORT 30,000

CASA GUADALUPANA

507 HALL AVE
ST PAUL,MN55107
  PC JONATHAN HOUSE PROGRAM 15,000

CATHOLIC CHARITIES OF THE ACHDIOCES

1007 E 14TH ST
MINNEAPOLIS,MN55404
  PC DOROTHY DAY PLACE 30,000

CENTER FOR DISASTER PHILANTHROPY

ONE THOMAS CIRCLE NW 700
WASHINGTON,DC20005
  PC HAWAII WILDFIRES RECOVERY FUND 75,000

CHARITIES REVIEW COUNCIL OF MN INC

1915 HIGHWAY 36 W
SUITE 133
ROSEVILLE,MN55113
  PC GENERAL OPERATING SUPPORT 20,000

CHILDREN'S HEALTH CARE FOUNDATION

5901 LINCOLN DRIVE
CBC-3-FOUN
EDINA,MN55436
  PC MIDWEST CHILDREN'S RESOURCE CENTER 55,000

CHILDREN'S THEATRE COMPANY

2400 THIRD AVENUE SOUTH
MINNEAPOLIS,MN55404
  PC GENERAL OPERATING SUPPORT 25,000

CHRISTIAN CUPBOARD EMERGENCY FOOD

8264 4TH STREET N
OAKDALE,MN55128
  PC GENERAL OPERATING SUPPORT 33,000

CHRISTIAN CUPBOARD EMERGENCY FOOD

8264 4TH STREET N
OAKDALE,MN55128
  PC TODAY'S HARVEST MAPLEWOOD 75,000

CHRISTIAN FOOD CUPBOARD OF HUDSON

ST PATRICKS CATHOLIC CH
1500 VINE STREET
HUDSON,WI54016
  PC GENERAL OPERATING SUPPORT 6,000

CIMARRON COMMUNITY FARM

PO BOX 125
LAKE ELMO,MN55042
  PC PRODUCE ACCESSIBILITY PROGRAM 20,000

CLARE HOUSING

929 CENTRAL AVE NE
MINNEAPOLIS,MN55413
  PC GENERAL OPERATING SUPPORT 35,000

CLIMB THEATRE INC

6415 CARMEN AVENUE
INVER GROVE HEIGHTS,MN550764428
  PC GENERAL OPERATING SUPPORT 22,000

COLLEGESPRING INC

1990 N CALIFORNIA BLVD
SUITE 20
WALNUT CREEK,CA94596
  PC GENERAL OPERATING SUPPORT 12,000

COMMONBOND COMMUNITIES

PO BOX 581518
MINNEAPOLIS,MN55458
  PC GRANADA YOUTH PROGRAMS 36,000

COMMONBOND COMMUNITIES

PO BOX 581518
MINNEAPOLIS,MN55458
  PC CAPITAL CAMPAIGN FOR PEOPLE, PLACES 225,000

COMMUNITY HOMESTEAD

501 280TH STREET
OSCEOLA,WI54020
  PC COMMUNITY SUPPORT APARTMENTS 40,000

COMMUNITY REFERRAL AGENCY INC

PO BOX 365
MILLTOWN,WI54858
  PC GENERAL OPERATING SUPPORT 25,000

COMMUNITY THREAD

2300 ORLEANS STREET WEST
STILLWATER,MN550827552
  PC GENERAL OPERATING SUPPORT AND BAYPOR 75,000

COMMUNITY THREAD

2300 ORLEANS STREET WEST
STILLWATER,MN550827552
  PC CAPITAL IMPROVEMENTS 40,000

COMO FRIENDS

1225 ESTABROOK DR
ST PAUL,MN55103
  PC GENERAL OPERATING SUPPORT 15,000

COMPAS

450 SYNDICATE ST N
SUITE 325
ST PAUL,MN55104
  PC ST. CROIX VALLEY ARTS EDUCATION FOR 40,000

COMPAS

450 SYNDICATE ST N
SUITE 325
ST PAUL,MN55104
  PC 50TH ANNIVERSARY CAMPAIGN - THE ART 50,000

DREAM OF WILD HEALTH

1308 EAST FRANKLIN AVE
SUITE 203
MINNEAPOLIS,MN55404
  PC PLANTING SEEDS FOR FUTURE GENERATION 150,000

DREAM OF WILD HEALTH

1308 EAST FRANKLIN AVE
SUITE 203
MINNEAPOLIS,MN55404
  PC AMERICAN INDIAN YOUTH ENVIRONMENTAL 25,000

DULUTH CHILDREN'S MUSEUM

2125 WEST SUPERIOR STREET
DULUTH,MN55806
  PC GENERAL OPERATING SUPPORT 4,000

DULUTH CHILDREN'S MUSEUM

2125 WEST SUPERIOR STREET
DULUTH,MN55806
  PC GENERAL OPERATING SUPPORT 15,000

ELIM LUTHERAN CHURCH

8186 SCANDIA TRAIL NORTH
FOREST LAKE,MN55025
  PC 2024 SUPPORT FOR FOOD SHELF 3,000

ELMWOOD FOOD PANTRY INC

PO BOX 123
ELMWOOD,WI54740
  PC 2024 GENERAL OPERATING SUPPORT 3,500

EMMA NORTON SERVICES

670 ROBERT ST N
SAINT PAUL,MN55101
  PC EMMA'S PLACE YOUTH SERVICES 25,000

EPILEPSY FOUNDATION OF MINNESOTA

7760 FRANCE AVE S
SUITE 210
BLOOMINGTON,MN55435
  PC CAMP OZ 7,500

ESPERANZA UNITED

540 FAIRVIEW AVE N
SUITE 200
ST PAUL,MN55104
  PC GENERAL OPERATING SUPPORT 45,000

FACE TO FACE HEALTH AND COUNSELING

1165 ARCADE STREET
ST PAUL,MN55106
  PC GENERAL OPERATING SUPPORT 30,000

FAMILY PATHWAYS

6413 OAK ST
NORTH BRANCH,MN55056
  PC ST. CROIX FALLS FOOD SHELF 6,500

FAMILY PATHWAYS

6413 OAK ST
NORTH BRANCH,MN55056
  PC 2024 OPERATING SUPPORT FREDERIC FOOD 3,500

FAMILY PATHWAYS

6413 OAK ST
NORTH BRANCH,MN55056
  PC 2024 OPERATING SUPPORT FOREST LAKE 4,000

FAMILY RESOURCE CENTER ST CROIX

857 MAIN STREET
P O BOX 2087
BALDWIN,WI54002
  PC GENERAL OPERATING SUPPORT 4,000

FAMILY RESOURCE CENTER ST CROIX

857 MAIN STREET
P O BOX 2087
BALDWIN,WI54002
  PC BUILDING RENOVATIONS 100,000

FAMILY RESOURCE CENTER ST CROIX

857 MAIN STREET
P O BOX 2087
BALDWIN,WI54002
  PC GENERAL OPERATING SUPPORT 6,000

FAMILY RESOURCE CENTER ST CROIX

857 MAIN STREET
P O BOX 2087
BALDWIN,WI54002
  PC GENERAL OPERATING SUPPORT 50,000

FAMILY SERVICES OF WESTCHESTER INC

560 WHITE PLAINS ROAD
SUITE 200
TARRYTOWN,NY10591
  PC FOSTER CARE BACKPACK PROGRAM 900

FAMILY SERVICES OF WESTCHESTER INC

560 WHITE PLAINS ROAD
SUITE 200
TARRYTOWN,NY10591
  PC FOSTER CARE BACKPACK PROGRAM 1,000

FAMILY SERVICES OF WESTCHESTER INC

560 WHITE PLAINS ROAD
SUITE 200
TARRYTOWN,NY10591
  PC GENERAL OPERATING SUPPORT 80,000

FAMILY TREE CLINIC

1919 NICOLLET AVE
MINNEAPOLIS,MN55403
  PC GENERAL OPERATING SUPPORT 20,000

FAMILYMEANS

1875 NORTHWESTERN AVENUE
STILLWATER,MN55082
  PC GENERAL OPERATING SUPPORT 95,000

FAMILYWISE SERVICES

3036 UNIVERSITY AVENUE SE
MINNEAPOLIS,MN55414
  PC BRIGHT BEGINNINGS TEEN PARENTING 4,700

FAMILYWISE SERVICES

3036 UNIVERSITY AVENUE SE
MINNEAPOLIS,MN55414
  PC BRIGHT BEGINNINGS TEEN PARENTING 3,200

FAMILYWISE SERVICES

3036 UNIVERSITY AVENUE SE
MINNEAPOLIS,MN55414
  PC GENERAL OPERATING SUPPORT 40,000

FEEDING WESTCHESTER

200 CLEARBROOK RD
ELMSFORD,NY10523
  PC GENERAL OPERATING SUPPORT 6,000

FIVE LOAVES FOOD & CLOTHING CENTER

PO BOX 222
144 WEST THIRD STREET
NEW RICHMOND,WI54017
  PC GENERAL OPERATING SUPPORT 14,000

FOUNDATION FOR ESSENTIAL NEEDS

701 N 3RD ST
SUITE 203
MINNEAPOLIS,MN55401
  PC GENERAL OPERATING SUPPORT 22,000

FRANCONIA SCULPTURE PARK

29836 ST CROIX TRAIL
FRANCONIA,MN55074
  PC ART AND ECOLOGY & GENERAL OP SUPP 50,000

FREE CLINIC OF PIERCE AND ST CROIX

PO BOX 745
RIVER FALLS,WI54022
  PC GENERAL OPERATING SUPPORT 35,000

FRESH EXPRESS COMMUNITY OUTREACH

1024 4TH ST
HUDSON,WI54016
  PC GENERAL OPERATING SUPPORT 2,000

FRIENDS IN NEED FOOD SHELF

PO BOX 6
COTTAGE GROVE,MN55016
  PC 2024 GENERAL OPERATING SUPPORT 22,000

GILDA'S CLUB WESTCHESTER

80 MAPLE AVE
WHITE PLAINS,NY10601
  PC GENERAL OPERATING SUPPORT 12,000

GILLETTE CHILDREN'S HOSPITAL FND

200 UNIVERSITY AVENUE EAS
ST PAUL,MN55101
  PC GENERAL OPERATING SUPPORT 45,000

GIRL SCOUTS OF MN & WI LAKES & PINE

400 SECOND AVENUE SOUTH
WAITE PARK,MN563871470
  PC GENERAL OPERATING SUPPORT 2,500

GIRL SCOUTS OF MN & WI LAKES & PINE

400 SECOND AVENUE SOUTH
WAITE PARK,MN563871470
  PC GENERAL OPERATING FOR COOK COUNTY 3,000

GIRL SCOUTS OF MN & WI RIVER VALLEY

400 SOUTH ROBERT STREET
ST PAUL,MN55107
  PC GENERAL OPERATING SUPPORT 5,000

GIRL SCOUTS OF MN & WI RIVER VALLEY

400 SOUTH ROBERT STREET
ST PAUL,MN55107
  PC GENERAL OPERATING SUPPORT 89,000

GIRL SCOUTS OF MN & WI RIVER VALLEY

400 SOUTH ROBERT STREET
ST PAUL,MN55107
  PC SAGATA CAMP 1,000

GREYSTON FOUNDATION INC

20 SOUTH BROADWAY
12TH FLOOR
YONKERS,NY10701
  PC GENERAL OPERATING SUPPORT 13,000

GREYSTON FOUNDATION INC

20 SOUTH BROADWAY
12TH FLOOR
YONKERS,NY10701
  PC GENERAL OPERATING SUPPORT 500

GREYSTON FOUNDATION INC

20 SOUTH BROADWAY
12TH FLOOR
YONKERS,NY10701
  PC GENERAL OPERATING SUPPORT 3,000

GREYSTON FOUNDATION INC

20 SOUTH BROADWAY
12TH FLOOR
YONKERS,NY10701
  PC GENERAL OPERATING SUPPORT 2,000

GREYSTON FOUNDATION INC

20 SOUTH BROADWAY
12TH FLOOR
YONKERS,NY10701
  PC GENERAL OPERATING SUPPORT 900

GUTHRIE THEATER FOUNDATION

818 2ND STREET SOUTH
MINNEAPOLIS,MN55415
  PC ST. CROIX VALLEY SCHOOL PARTNERSHIP 21,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813
  PC MAUI STRONG FUND 25,000

HAZELDEN BETTY FORD FOUNDATION

15251 PLEASANT VALLEY RD
PO BOX 11
CENTER CITY,MN55012
  PC MIDWEST EXPANSION PROJECT 20,000

HOME LINE

8011 34TH AVE S 126
BLOOMINGTON,MN55425
  PC 2024 GENERAL OPERATING SUPPORT FOR R 22,000

HUDSON AREA BACKPACK PROGRAM INC

PO BOX 491
HUDSON,WI54016
  PC GENERAL OPERATING SUPPORT 10,000

HUGO GOOD NEIGHBORS FOOD SHELF

PO BOX 373
HUGO,MN55038
  PC GENERAL OPERATING SUPPORT 9,500

HUNGER PREVENTION COUNCIL OF PIERCE

PO BOX 201
ELLSWORTH,WI54011
  PC 2024 OPERATING SUPPORT PIERCE FOOD 13,000

HUNGER SOLUTIONS

555 PARK STREET
SUITE 400
ST PAUL,MN55103
  PC SNAP OUTREACH PROGRAM 22,000

ILLUSION THEATER AND SCHOOL

3754 PLEASANT AVE
SUITE 321W
MINNEAPOLIS,MN554091277
  PC ST. CROIX VALLEY EDUCATION PROGRAMS 23,000

IMMIGRANT LAW CENTER OF MINNESOTA

450 NORTH SYNDICATE ST
SUITE 200
ST PAUL,MN55104
  PC WASHINGTON COUNTY GENERAL OPERATING 35,000

IN THE HEART OF THE BEAST PUPPET &
MASK THEATRE
1500 E LAKE ST
MINNEAPOLIS,MN55407
  PC GENERAL OPERATING SUPPORT 36,000

INTERFAITH ACTION GREATER ST PAUL

1041 GRAND AVE 312
ST PAUL,MN551051884
  PC PROJECT HOME 25,000

INTERFAITH CAREGIVERS OF POLK CO

PO BOX 833
ST CROIX FALLS,WI54024
  PC GENERAL OPERATING SUPPORT 13,000

INTERNATIONAL INSTITUTE OF MINNESOT

1694 COMO AVE
ST PAUL,MN55108
  PC ST CROIX VALLEY GENRAL OPERATING SUP 14,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN560079847
  PC GENERAL OPERATING SUPPORT 5,000

JEWISH VOICE FOR PEACE

PO BOX 589
BERKLEY,CA94701
  PC GENERAL OPERATING SUPPORT 12,500

JUNIOR LEAGUE CENTRAL WESTCHESTER

1039 POST RD
SCARSDALE,NY10583
  PC WESTCHESTER COUNTY DIAPER BANK 5,000

JUNIOR LEAGUE CENTRAL WESTCHESTER

1039 POST RD
SCARSDALE,NY10583
  PC WESTCHESTER COUNTY DIAPER BANK 1,000

JUNIOR LEAGUE CENTRAL WESTCHESTER

1039 POST RD
SCARSDALE,NY10583
  PC WESTCHESTER COUNTY DIAPER BANK 700

JUNIOR LEAGUE CENTRAL WESTCHESTER

1039 POST RD
SCARSDALE,NY10583
  PC WESTCHESTER COUNTY DIAPER BANK 4,500

KINSHIP OF POLK COUNTY

PO BOX 68
BALSAM LAKE,WI54810
  PC GENERAL OPERATING SUPPORT 18,000

KPFKPACIFICA FOUNDATION

PO BOX 748419
LOS ANGELES,CA900748419
  PC GENERAL OPERATING SUPPORT 12,000

LAKE SUPERIOR RAILROAD MUSEUM FDN

506 W MICHIGAN ST
DULUTH,MN55802
  PC GENERAL OPERATING SUPPORT 2,000

LIFELINE FOOD PANTRY

560 5TH STREET
PO BOX 86
CLEAR LAKE,WI54005
  PC GENERAL OPERATING SUPPORT 5,000

LIFTING UP WESTCHESTER

35 ORCHARD ST
WHITE PLAINS,NY10603
  PC GENERAL OPERATING SUPPORT 7,500

LITERACY MINNESOTA

700 RAYMOND AVENUE
SUITE 180
ST PAUL,MN55114
  PC GENERAL OPERATING SUPPORT 28,000

LOAVES AND FISHES TOO

721 KASOTA AVE SE
MINNEAPOLIS,MN55414
  PC EAST METRO GENERAL OPERATING SUPPORT 40,000

LOS ANGELES LGBT CENTER

1118 N MCCADDEN PLACE
LOS ANGELES,CA90038
  PC GENERAL OPERATING SUPPORT 6,000

LUCK LUTHERAN CHURCH
LOAVES & FISHES INTERFAITH FOOD PANTRY
PO BOX 554
LUCK,WI54853
  PC LOAVES AND FISHES FOOD PANTRY 3,500

LUTHERAN SOCIAL SERVICE OF MN

1422 EAST SUPERIOR STREET
DULUTH,MN55805
  PC TOGETHER FOR YOUTH PROGRAM 3,500

LUTHERAN SOCIAL SERVICE OF MN

2485 COMO AVE
ST PAUL,MN55108
  PC SAFE HOUSE EMERGENCY SHELTER FOR TEE 30,000

LUTHERAN SOCIAL SERVICE OF MN

1422 EAST SUPERIOR STREET
DULUTH,MN55805
  PC TOGETHER FOR YOUTH PROGRAM 3,500

MARINE MILLS FOLK SCHOOL

PO BOX 80
MARINE ON ST CROIX,MN55047
  PC GENERAL OPERATING SUPPORT 19,000

MATERNAL HELP HOPE FUND

PO BOX 1270
SAN JOSE,CA95108
  PC GENERAL OPERATING SUPPORT 3,000

MENTAL HEALTH TASK FORCE POLK CO

PO BOX 432
ST CROIX FALLS,WI54024
  PC GENERAL OPERATING SUPPORT 35,000

MERRICK COMMUNITY SERVICES

1669 ARCADE ST N
SUITE 4
ST PAUL,MN55106
  PC GENERAL OPERATING SUPPORT 44,000

MERRILL COMMUNITY ARTS CENTER

380 RIVERTOWN DRIVE 200
WOODBURY,MN55125
  PC GENERAL OPERATING SUPPORT 30,000

METROPOLITAN INTERFAITH COUNCIL

463 MARIA AVE
ST PAUL,MN55106
  PC EAST METRO GENERAL OPERATING SUPPORT 17,000

MILE HIGH COUNCIL ON ALCOHOLISM

PO BOX 919
AURORA,CO80040
  PC TRANSGENDER CENTER OF ROCKIES PROG 12,000

MINNESOTA CHILDREN'S MUSEUM

10 WEST SEVENTH STREET
ST PAUL,MN55102
  PC GENERAL OPERATING SUPPORT 49,000

MINNESOTA COUNCIL OF NONPROFITS

2314 UNIVERSITY AVENUE W
SUITE 20
ST PAUL,MN551141802
  PC GENERAL OPERATING SUPPORT 24,000

MINNESOTA STREET CAR MUSEUM

PO BOX 16509
MINNEAPOLIS,MN55416
  PC GENERAL OPERATING SUPPORT 5,000

MINNESOTA TRANSPORTATION MUSEUM

193 PENNSYLVANIA AVE E
ST PAUL,MN55130
  PC GENERAL OPERATING SUPPORT 5,000

MIXED BLOOD THEATRE COMPANY

1501 SOUTH FOURTH STREET
MINNEAPOLIS,MN55454
  PC EDUCATION MATINEES AND IMMERSIVE CLI 23,000

MOMS AND DADS AGAINST METH INC

336 NORTH WASHINGTON ST
PO BOX 172
ST CROIX FALLS,WI54024
  PC BUTTERFLY HOUSE GENERAL OPERATING 5,000

NATIONAL ALLIANCE ON MENTAL ILLNESS

1919 UNIVERSITY AVE W
SUITE 400
ST PAUL,MN55104
  PC EAST METRO GENERAL OPERATING SUPPORT 20,000

NEIGHBORHOOD DEVELOPMENT ALLIANCE
INC
481 WABASHA STREET SOUTH
ST PAUL,MN55107
  PC HOUSING & FINANCIAL ADVISING PROGR 25,000

NEIGHBORHOOD HOUSE

179 ROBIE STREET EAST
ST PAUL,MN55107
  PC COMPREHENSIVE CAPITAL CAMPAIGN 35,000

NEIGHBORHOOD HOUSE

179 ROBIE STREET EAST
ST PAUL,MN55107
  PC GENERAL OPERATING SUPPORT 30,000

NEW RICHMOND AREA CENTRE

425 EAST FIFTH STREET
NEW RICHMOND,WI54017
  PC YOUTH CHARACTER INITIATIVE 15,000

NORTHWOODS HOMELESS SHELTERS INC

P O BOX 411
AMERY,WI54001
  PC GENERAL OPERATING SUPPORT 20,000

NORWEGIAN FJORD HORSE RESCUE NET

4246 ROAD 99
GURLEY,NE69141
  PC GENERAL OPERATING SUPPORT 10,000

ONE HEARTLAND

26001 HEINZ ROAD
WILLOW RIVER,MN55795
  PC ST. CROIX VALLEY GENERAL OPERATING 6,000

ONLY A DIM IMAGE PRODUCTIONS

601 MAIN ST N
STILLWATER,MN55082
  PC EDUCATION PROGRAM 21,000

OPEN ACCESS CONNECTIONS

1821 UNIVERSITY AVENUE
SUITE N-184
ST PAUL,MN55104
  PC EAST METRO AND WESTERN WI OUTREACH 12,500

OPEN ARMS OF MINNESOTA

2500 BLOOMINGTON AVENUE S
MINNEAPOLIS,MN55404
  PC GENERAL OPERATING SUPPORT 40,000

OPERATION HELP

901 4TH ST SUITE 214
HUDSON,WI54016
  PC GENERAL OPERATING SUPPORT 33,000

ORDWAY CENTER FOR PERFORMING ARTS

345 WASHINGTON STREET
ST PAUL,MN55102
  PC EDUCATION AND COMMUNITY ENGAGEMENT 43,000

OUR NEIGHBORS' PLACE INC

122 WEST JOHNSON STREET
RIVER FALLS,WI54022
  PC GENERAL OPERATING SUPPORT 35,000

OUTFRONT MINNESOTA COMMUNITY SERV

2446 UNIVERSITY AVENUE W
SUITE 112
ST PAUL,MN55114
  PC GENERAL OPERATING SUPPORT 35,000

PACER CENTER

8161 NORMANDALE BOULEVARD
MINNEAPOLIS,MN554371044
  PC KIDS AGAINST BULLYING & COUNT ME IN 20,000

PALESTINE CHILDREN'S RELIEF FUND

PO BOX 1926
KENT,OH44240
  PC GAZA RELIEF AND RECOVERY CAMPAIGN 12,500

PARK SQUARE THEATRE COMPANY

408 ST PETER STREET
SUITE 110
ST PAUL,MN55102
  PC GENERAL OPERATING SUPPORT 4,000

PARK SQUARE THEATRE COMPANY

408 ST PETER STREET
SUITE 110
ST PAUL,MN55102
  PC GENERAL OPERATING SUPPORT 57,000

PENUMBRA THEATRE COMPANY

270 N KENT STREET
ST PAUL,MN55102
  PC GENERAL OPERATING SUPPORT 25,000

PEOPLE INCORPORATED

3000 AMES CROSSING RD
SUITE 600
EAGAN,MN55121
  PC GENERAL OPERATING SUPPORT 35,000

PHILADELPHIA COMMUNITY FARM INC

PO BOX 668
OSCEOLA,WI54020
  PC GENERAL OPERATING SUPPORT 28,000

PIERCE COUNTY DEPT OF PUBLIC HEALTH

412 W KINNE STREET
ELLSWORTH,WI54011
  GOV-501(C)1 EARLY CHILD DEVELOPMENT PROGRAMS 10,000

PLANNED PARENTHOOD OF MN ND AND SD

671 VANDALIA STREET
ST PAUL,MN55114
  PC THE WOODBURY HEALTH CENTER 8,000

PLANNED PARENTHOOD OF MN ND AND SD

671 VANDALIA STREET
ST PAUL,MN55114
  PC WOODBURY HEALTH CENTER & GEN OP SUPP 66,000

PLANNED PARENTHOOD OF MN ND AND SD

671 VANDALIA STREET
ST PAUL,MN55114
  PC GENERAL OPERATING SUPPORT 2,000

PLUM CITY EVANGELICAL FREE CHURCH

PO BOX 23
PLUM CITY,WI54761
  PC SUPPORT FOR PLUM CITY FOOD PANTRY 6,500

POLK COUNTY HISTORICAL SOCIETY

120 MAIN STREET
PO BOX 41
BALSAM LAKE,WI54810
  PC LANESDALE RURAL SCHOOLHOUSE CAPITAL 20,000

POLLINATOR FRIENDLY ALLIANCE INC

PO BOX 934
STILLWATER,MN55082
  PC PINE POINT PARK EAST SAVANNA AND TR. 10,000

PORTICO HEALTHNET

1600 UNIVERSITY AVENUE W
SUITE 211
ST PAUL,MN55104
  PC GENERAL OPERATING SUPPORT FOR WASH C 22,000

PRESCOTT AREA FOOD PANTRY

PO BOX 124
PRESCOTT,WI54021
  PC GENERAL OPERATING SUPPORT 10,000

PROJECT FOR PRIDE IN LIVING INC

1035 EAST FRANKLIN AVENUE
MINNEAPOLIS,MN55404
  PC EAST METRO GENERAL OPERATING SUPPORT 40,000

PROPEL NONPROFITS

ONE MAIN ST SE
SUITE 600
MINNEAPOLIS,MN55414
  PC GENERAL OPERATING & ST CROIX PROJECT 30,000

RAINBOW HEALTH MN

701 S 4TH AVE SUITE 1500
SUITE 1500
MINNEAPOLIS,MN55415
  PC EAST METRO GENERAL OPERATING SUPPORT 29,000

REACH OUT AND READ MINNESOTA

3800 AMERICAN BLVD W
SUITE 1500-8013
BLOOMINGTON,MN55431
  PC WASH COUNTY GENERAL OPERATING SUPP 12,500

REACH OUT AND READ INC

89 SOUTH ST
SUITE 201
BOSTON,MA02111
  PC REACH OUT AND READ WI, GEN OPP SUPP 12,500

RECLAIM

2446 UNIVERSITY AVENUE W
SUITE 104
ST PAUL,MN55114
  PC GENERAL OPERATING SUPPORT 15,000

REGIONS HOSPITAL FOUNDATION

640 JACKSON STREET
MS 112002C
ST PAUL,MN55101
  PC EMERGENCY CENTER UPGRADE AND EXPANSI 75,000

RIVER FALLS COMMUNITY FOOD PANTRY

PO BOX 341
RIVER FALLS,WI54022
  PC GENERAL OPERATING SUPPORT 6,000

RIVER FALLS COMMUNITY FOOD PANTRY

PO BOX 341
RIVER FALLS,WI54022
  PC 2024 GENERAL OPERATING SUPPORT 15,000

ROBERTS UNITED CHURCH OF CHRIST

1001 BIRCH DR
PO BOX 116
ROBERTS,WI54023
  PC 2024 OPERATING SUPPORT FOOD PANTRY 4,000

RONALD MCDONALD HOUSE CHARITIES

621 OAK STREET SE
MINNEAPOLIS,MN554143125
  PC FRESH FAMFARE MEAL PROGRAM 85,000

RONDO COMMUNITY LAND TRUST

1041 SELBY AVE
ST PAUL,MN55104
  PC GENERAL OPERATING SUPPORT 38,000

SECOND HARVEST HEARTLAND

7101 WINNETKA AVE N
BROOKLYN PARK,MN55428
  PC ST CROIX VALLEY GENERAL OP SUPPORT 50,000

SILVER SOBRIETY INC

11550 STILLWATER BLVD
SUITE 103
LAKE ELMO,MN55042
  PC SCHOLARSHIPS AND GENERAL OPERATING 20,000

SOLID GROUND

3521 CENTURY AVENUE NORTH
WHITE BEAR LAKE,MN55110
  PC GENERAL OPERATING SUPPORT 9,000

SOLID GROUND

3521 CENTURY AVENUE NORTH
WHITE BEAR LAKE,MN55110
  PC GENERAL OPERATING SUPPORT 80,000

SOLID GROUND

3521 CENTURY AVENUE NORTH
WHITE BEAR LAKE,MN55110
  PC GENERAL OPERATING SUPPORT 8,000

SOLID GROUND

3521 CENTURY AVENUE NORTH
WHITE BEAR LAKE,MN55110
  PC EAST METRO PLACE EXPANSION AND REMOD 150,000

SOLID GROUND

3521 CENTURY AVENUE NORTH
WHITE BEAR LAKE,MN55110
  PC GENERAL OPERATING SUPPORT 12,000

SOMERSET COMMUNITY FOOD PANTRY

PO BOX 297
SOMERSET,WI54025
  PC CAPACITY BUILDING AND CAPITAL SUPP 102,000

SPECIAL OLYMPICS MINNESOTA

900 2ND AVE S
SUITE 300
MINNEAPOLIS,MN55402
  PC WASHINGTON COUNTY PROGRAMS 24,000

SPRING VALLEY SENIORS STAYING PUT
INC
S312 MCKAY AVE
PO BOX 193
SPRING VALLEY,WI54767
  PC GENERAL OPERATING SUPPORT 11,000

SPRINGBOARD FOR THE ARTS

262 UNIVERSITY AVE W
ST PAUL,MN55103
  PC GENERAL OPERATING SUPPORT 34,000

ST CROIX FESTIVAL THEATRE

PO BOX 801
ST CROIX FALLS,WI54024
  PC GENERAL OPERATING SUPPORT 38,000

ST CROIX FESTIVAL THEATRE

PO BOX 801
ST CROIX FALLS,WI54024
  PC CURTAINS RISING CAPITAL CAMPAIGN 100,000

ST CROIX VALLEY FOOD BANK INC

PO BOX 377
HUDSON,WI54016
  PC ST. CROIX FOOD BANK CAPITAL BUILDING 200,000

ST CROIX VALLEY FOOD BANK INC

PO BOX 377
HUDSON,WI54016
  PC GENERAL OPERATING SUPPORT 35,000

ST CROIX VALLEY FOUNDATION

1830 HANLEY RD
SUITE 200
HUDSON,WI54016
  PC VALLEY ARTS INITIATIVE 40,000

ST CROIX VALLEY HABITAT HUMANITY

749 RYAN DRIVE
HUDSON,WI54016
  PC GENERAL OPERATING SUPPORT 95,000

ST CROIX VALLEY RESTORATIVE SERV

215 NORTH SECOND STREET
SUITE 108
RIVER FALLS,WI54022
  PC GENERAL OPERATING SUPPORT 15,000

ST CROIX VALLEY SART

1200 HOSFORD ST
SUITE 203
HUDSON,WI54016
  PC GENERAL OPERATING SUPPORT 20,000

ST JOHN'S LUTHERAN CHURCH

PO BOX 336
SPRING VALLEY,WI54767
  NC 2024 OPERATING SUPPORT FOOD PANTRY 2,000

ST JUDE OF THE LAKE

700 MAHTOMEDI AVENUE
MAHTOMEDI,MN551151698
  PC 2024 MAHTOMEDI FOOD SHELF 4,000

STEPPING STONES OF DUNN COUNTY

1602 STOUT RD
MENOMONIE,WI54751
  PC 2024 OPERATING SUPPORT-FOOD PANTRY 3,000

STILLWATER PUBLIC LIBRARY FDN

224 THIRD STREET N
STILLWATER,MN55082
  PC SUMMER EXPLORERS 2024 PROGRAMS 32,000

STORY ARK

4048 LAKELAND AVE N
PO BOX 22383
MINNEAPOLIS,MN55422
  PC BOOMSITE UNLEASHED PROGRAM 23,000

SUB-SAHARAN AFRICAN YOUTH & FAMILY

2395 UNIVERSITY AVE W
SUITE 200
ST PAUL,MN55114
  PC WOMEN'S SELF-SUFFICIENCY PROGRAM 8,000

THE ALIVENESS PROJECT INC

3808 NICOLLET AVE
MINNEAPOLIS,MN55409
  PC GENERAL OPERATING SUPPORT 30,000

THE ARTS PARTNERSHIP

345 WASHINGTON STREET
ST PAUL,MN55102
  PC ALL 4 ONE CAMPAIGN 200,000

THE ARTS PARTNERSHIP

345 WASHINGTON STREET
ST PAUL,MN55102
  PC GENERAL OPERATING SUPPORT 15,000

THE ARTS PARTNERSHIP

345 WASHINGTON STREET
ST PAUL,MN55102
  PC ALL 4 ONE CAMPAIGN 10,000

THE CENTER FOR VICTIMS OF TORTURE

2356 UNIVERSITY AVENUE W
ST PAUL,MN55114
  PC GENERAL OPERATING SUPPORT 45,000

THE FISTULA FOUNDATION

1700 THE ALAMEDA
SUITE 300
SAN JOSE,CA95126
  PC GENERAL OPERATING SUPPORT 3,000

THE FOOD GROUP MINNESOTA INC

8501 54TH AVENUE NORTH
NEW HOPE,MN55428
  PC GENERAL OP SUPPORT & BIG RIVER FARMS 54,000

THE FRIENDS OF THE ST PAUL PUBLIC L

332 MINNESOTA STREET
SUITE W1420
ST PAUL,MN55101
  PC TRANSFORM OUR LIBRARIES, DISCOVER CP 50,000

THE HISTORY THEATRE

30 EAST 10TH STREET
ST PAUL,MN55101
  PC GENERAL OPERATING SUPPORT 4,000

THE HOUSINGLINK

1400 VAN BUREN ST NE
SUITE 215
MINNEAPOLIS,MN55413
  PC GENERAL OPERATING WASHINGTON COUNTY 30,000

THE JOHN HENRY FOUNDATION

PO BOX 3508
SANTA ANNA,CA927033433
  PC GENERAL OPERATING SUPPORT 6,000

THE LINK

1210 GLENWOOD AVENUE
MINNEAPOLIS,MN55405
  PC WASHINGTON CO SUBURBAN HOUSING 15,000

THE PARTNERSHIP PLAN FOR STILLWATER

1875 SOUTH GREELEY STREET
STILLWATER,MN55082
  PC THEATER RESIDENCIES 19,000

THE PHIPPS CENTER FOR THE ARTS

109 LOCUST STREET
HUDSON,WI540161518
  PC GENERAL OPERATING SUPPORT 55,000

THE RAPTOR CENTER
COLLEGE OF VETERINARY MEDICINE
1920 FITCH AVE
ST PAUL,MN551086108
  PC GENERAL OPERATING SUPPORT 34,000

THE RAPTOR CENTER
COLLEGE OF VETERINARY MEDICINE
1920 FITCH AVE
ST PAUL,MN551086108
  PC RAPTOR CENTER GIVE TO THE MAX MATCH 5,000

THE SAINT PAUL & MN FOUNDATION

101 FIFTH STREET EAST
SUITE 2400
SAINT PAUL,MN55101
  PC COMMUNITY SHARING FUND - WASHINGTON 27,000

THE SALVATION ARMYGRACE PLACE

505 W 8TH ST
NEW RICHMOND,WI54017
  PC GRACE PLACE AND SERENITY HOMES SHELT 15,000

THE SALVATION ARMY NORTHERN DIV

2445 PRIOR AVENUE
ROSEVILLE,MN55113
  PC BOOTH BROWN HOUSE FOR HOMELESS TEENS 25,000

THE SHARING SHELF

47 PURDY AVENUE
PORT CHESTER,NY10573
  PC GENERAL OPERATING SUPPORT 4,800

THE SHARING SHELF

47 PURDY AVENUE
PORT CHESTER,NY10573
  PC GENERAL OPERATING SUPPORT 4,800

THE SHARING SHELF

47 PURDY AVENUE
PORT CHESTER,NY10573
  PC GENERAL OPERATING SUPPORT 7,500

THERESA LIVING CENTER

917 E JESSAMINE AVENUE
ST PAUL,MN55106
  PC GENERAL OPERATING SUPPORT 28,000

THOMAS IRVINE DODGE FOUNDATION

365 MARIE AVENUE WEST
WEST ST PAUL,MN55118
  PC EDUCATION PROGRAMS AT SHEPARD FARM 20,000

TRUE FRIENDS

10509 108TH STREET NW
ANNANDALE,MN55302
  PC GENERAL OPERATING SUPPORT 27,000

TRUE FRIENDS

10509 108TH STREET NW
ANNANDALE,MN55302
  PC CAMP COURAGE RECREATION CENTER 200,000

TUBMAN

1725 MONASTERY WAY
MAPLEWOOD,MN55109
  PC GREAT DREAMS CAMPAIGN 85,000

TUBMAN

1725 MONASTERY WAY
MAPLEWOOD,MN55109
  PC GREAT DREAMS CAMPAIGN 100,000

TUBMAN

1725 MONASTERY WAY
MAPLEWOOD,MN55109
  PC GENERAL OPERATING SUPPORT & SAFE 82,000

TURNINGPOINT FOR VICTIMS DOMESTIC

117 NORTH MAIN ST
RIVER FALLS,WI54022
  PC GENERAL OPERATING SUPPORT 40,000

TURNINGPOINT FOR VICTIMS DOMESTIC

117 NORTH MAIN ST
RIVER FALLS,WI54022
  PC A HOME FOR THE WHOLE FAMILY 150,000

TWIN CITIES HABITAT FOR HUMANITY

1954 UNIVERSITY AVENUE W
ST PAUL,MN55104
  PC BUILD FORWARD TOGETHER 250,000

TWIN CITIES HABITAT FOR HUMANITY

1954 UNIVERSITY AVENUE W
ST PAUL,MN55104
  PC WOMEN BUILD 2024 100,000

TWIN CITIES HABITAT FOR HUMANITY

1954 UNIVERSITY AVENUE W
ST PAUL,MN55104
  PC GENERAL OPERATING SUPPORT 2,500

TWIN CITIES HABITAT FOR HUMANITY

1954 UNIVERSITY AVENUE W
ST PAUL,MN55104
  PC GENERAL OPERATING SUPPORT 3,000

TWO RIVERS COMMUNITY LAND TRUST

PO BOX 25451
WOODBURY,MN55125
  PC GENERAL OPERATING & CAPITAL SUPPORT 54,000

UNITED WAY ST CROIX VALLEY

201 SECOND STREET S
SUITE 300
HUDSON,WI54016
  PC HOPE FUND AND 211 FIRST CALL 30,000

UNIVERSITY OF WI RIVER FALLS FOUNDA

410 SOUTH 3RD STREET
RIVER FALLS,WI540225001
  PC STATE OF THE VALLEY 2023 SURVEY UPDA 6,307

URBAN LEAGUE OF WESTCHESTER COUNTY
INC
61 MITCHELL PLACE
WHITE PLAINS,NY10601
  PC GENERAL OPERATING SUPPORT 14,000

VALLEY OUTREACH

1911 CURVE CREST BLVD W
STILLWATER,MN55082
  PC GENERAL OPERATING SUPPORT 7,000

VALLEY OUTREACH

1911 CURVE CREST BLVD W
STILLWATER,MN55082
  PC GENERAL OPERATING SUPPORT 76,000

VALLEY OUTREACH

1911 CURVE CREST BLVD W
STILLWATER,MN55082
  PC GENERAL OPERATING SUPPORT 5,500

VIOLENCE PREVENTION CENTER

21 WEST SECOND STREET
PO BOX 134
GRAND MARAIS,MN55604
  PC GENERAL OPERATING SUPPORT 4,000

VIVENT HEALTH INC

648 NORTH PLANKINTON AVE
SUITE 200
MILWAUKEE,WI53203
  PC PRIMARY MEDICAL CARE FOR HIV POS IND 24,000

WASHINGTON CO HISTORICAL SOCIETY

1862 GREELEY ST
STILLWATER,MN55082
  PC GENERAL OPERATING SUPPORT 25,000

WASHINGTON CO HISTORICAL SOCIETY

1862 GREELEY ST
STILLWATER,MN55082
  PC WARDEN'S HOUSE PORCH REPLACEMENT 30,000

WEST CENTRAL WI COMMUNITY ACTION

PO BOX 308
GLENWOOD CITY,WI54013
  PC GENERAL OPERATING & LITERACY PROGRAM 110,000

WEST CENTRAL WI COMMUNITY ACTION

PO BOX 308
GLENWOOD CITY,WI54013
  PC 2024 OPERATING SUPPORT FOOD PANTRY 3,000

WEST SIDE COMMUNITY HEALTH SERVICES
INC
380 E LAFAYETTE ROAD
SUITE 200
ST PAUL,MN55107
  PC GENERAL OPERATING SUPPORT 34,000

WESTFIELDS HOSPITAL FOUNDATION INC

535 HOSPITAL RD
NEW RICHMOND,WI54017
  PC OPERATING ROOM: STERILIZATION EQUIPM 25,000

WHITE BEAR AREA EMERGENCY FOOD SHEL

1884 WHITAKER ST
WHITE BEAR LAKE,MN55110
  PC GENERAL OPERATING SUPPORT 5,000

WILDERNESS INQUIRY INC

1611 COUNTY ROAD B WEST
ST PAUL,MN55113
  PC CANOEMOBILE & GENERAL OPERATING 30,000

WILDLIFE REHABILITATION CENTER MN

2530 DALE STREET
ROSEVILLE,MN55113
  PC GENERAL OPERATING SUPPORT 6,000

WOMEN'S ADVOCATES INC

PO BOX 4039
ST PAUL,MN55104
  PC GENERAL OPERATING SUPPORT 45,000

WOMEN'S FOUNDATION OF MINNESOTA

105 FIFTH AVENUE S
SUITE 300
MINNEAPOLIS,MN55401
  PC GIRLSBEST PROGRAM 80,000

WOMENVENTURE

165 WESTERN AVE
SUITE 8 OFFICE 100
ST PAUL,MN55102
  PC GENERAL OPERATING SUPPORT 40,000

YMCA OF THE NORTH

PO BOX 1450
MINNEAPOLIS,MN554855901
  PC FINANCIAL AID/SCHOLARSHIPS FOR CAMP 55,000

YOUTH SERVICE BUREAU INC

6120 OREN AVE N
STILLWATER,MN55082
  PC GENERAL OPERATING SUPPORT 65,000

YOUTHLINK

41 NORTH 12TH STREET
MINNEAPOLIS,MN55403
  PC GENERAL OPERATING SUPPORT 40,000

YWCA OF ST PAUL

375 SELBY AVENUE
ST PAUL,MN55102
  PC TRANSITIONAL HOUSING PROGRAM 35,000

ZION LUTHERAN CHURCH

221 NORTH LOCKWOOD STREET
PO BOX 125
WOODVILLE,WI54028
  PC 2024 OPERATING SUPPORT FOOD PANTRY 1,200
Total .................................right arrow 3a 8,561,007
bApproved for future payment

AMERICAN DIABETES ASSOCIATION
PO BOX 7023
MERRIFIELD,VA22116
  PC CAMP NEEDLEPOINT/DAYPOINT 7,000
Total ................................. right arrow 3b 7,000
Form 990-PF (2023)
Form 990-PF (2023)
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 34  
4 Dividends and interest from securities ....     14 5,410,976  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,082,367  
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) ..   6,493,377  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,493,377
(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 (2023)
Form 990-PF (2023)
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
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
HUGH J ANDERSEN FOUNDATION
EIN:
41-6020914
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOLEY KALSEIM & CO, LTD 3,725     3,725

TY 2023 InvestmentsCorpBondsSchedule
Name:
HUGH J ANDERSEN FOUNDATION
EIN:
41-6020914
Name of Bond End of Year Book Value End of Year Fair Market Value
PIMCO MOD DURATION BOND FUND 9,577,253 9,577,253
BLACKROCK STRATEGIC INCOME OPPS 2,757,934 2,757,934

TY 2023 InvestmentsCorpStockSchedule
Name:
HUGH J ANDERSEN FOUNDATION
EIN:
41-6020914
Name of Stock End of Year Book Value End of Year Fair Market Value
ANDERSEN CORPORATION 179,476,343 179,476,343
FMI COMMON STOCK FD INSTL CL 4,346,347 4,346,347
HOOD RIVER SMALL CAP GROWTH FUND 3,931,922 3,931,922
CAUSEWAY INTERNATIONAL VALUE FUND 3,475,580 3,475,580
VANGUARD INSTITUTIONAL INDEX FUND 8,233,701 8,233,701
WILLIAM BLAIR INT GROWTH FD CL R6 3,365,442 3,365,442

TY 2023 LegalFeesSchedule
Name:
HUGH J ANDERSEN FOUNDATION
EIN:
41-6020914
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FAEGRE BAKER DANIELS, LLP 1,389      


TY 2023 OtherExpensesSchedule
Name:
HUGH J ANDERSEN FOUNDATION
EIN:
41-6020914
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
DUES & SUBSCRIPTIONS 18,000     18,000
MINNESOTA FILING FEE 25      
POSTAGE 484     484
SUPPLIES 256     256


TY 2023 OtherIncreasesSchedule
Name:
HUGH J ANDERSEN FOUNDATION
EIN:
41-6020914
Description Amount
CHANGE IN UNREALIZED GAIN/LOSS 55,831,503


TY 2023 OtherProfessionalFeesSchedule
Name:
HUGH J ANDERSEN FOUNDATION
EIN:
41-6020914
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SRI FEES - GRANTMAKING 764,491     764,491
SRI FEES - INVESTMENTS 6,000 6,000    
FIRST STATE BANK AND TRUST 15,664 15,664    
MERCER INVESTMENT MANAGEMENT FEE 56,650 56,650    


TY 2023 TaxesSchedule
Name:
HUGH J ANDERSEN FOUNDATION
EIN:
41-6020914
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON NET INVEST INC. 147,236