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 01-01-2023 , and ending 12-31-2023
Name of foundation
SCOTT RICHARDS NORTH STAR CHARITABLE
FOUNDATION DBA SCOTT RICHARDS NORTH STAR
Number and street (or P.O. box number if mail is not delivered to street address)2701 UNIVERSITY AVE SE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN55414
A Employer identification number

76-0764527
B Telephone number (see instructions)

(612) 617-6000
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$1,995,720J 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) 445,412
2 Check right arrow.............
3 Interest on savings and temporary cash investments 497 497  
4 Dividends and interest from securities... 22,547 22,547  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,253
b Gross sales price for all assets on line 6a 29,253
7 Capital gain net income (from Part IV, line 2)... 29,253
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........ 497,709 52,297 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,106 426 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
90,178 265 0 89,913
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,284 691 0 89,913
25 Contributions, gifts, grants paid....... 286,575 286,575
26 Total expenses and disbursements. Add lines 24 and 25 381,859 691 0 376,488
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 115,850
b Net investment income (if negative, enter -0-) 51,606
c Adjusted net income (if negative, enter -0-)... 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............. 9,659 18,404 18,404
2 Savings and temporary cash investments......... 577,130 637,629 637,629
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)....... 816,751 Click to see attachment
List of Attached Documents:
// Content
862,857 		1,056,787
c Investments—corporate bonds (attach schedule)....... 181,700 Click to see attachment
List of Attached Documents:
// Content
181,700 		281,900
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) Click to see attachment
List of Attached Documents:
// Content
500 		Click to see attachment
List of Attached Documents:
// Content
1,000 		Click to see attachment
List of Attached Documents:
// Content
1,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,585,740 1,701,590 1,995,720
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 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........ 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 1,585,740 1,701,590
29 Total net assets or fund balances (see instructions)..... 1,585,740 1,701,590
30 Total liabilities and net assets/fund balances (see instructions). 1,585,740 1,701,590
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
1,585,740
2
Enter amount from Part I, line 27a .....................
2
115,850
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,701,590
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
1,701,590
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 CAPITAL GAINS DIVIDENDS P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 29,253     29,253
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       29,253
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 29,253
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) 1 717
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........................... 3 717
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- ..... 5 717
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,310
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,310
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,593
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,593 Refundedright arrow 11 0
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$ 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
 
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.NORTHSTARFINANCIAL.COM/FOUNDATION
14
The books are in care ofright arrowTIMOTHY WHITE Telephone no.right arrow (612) 617-6064

Located atright arrow2701 UNIVERSITY AVEMINNEAPOLISMN ZIP+4right arrow55414
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
 
No
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
 
 
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
PHILLIP C RICHARDS PRESIDENT
0.00 		0 0 0
2701 UNIVERSITY AVE SE
MINNEAPOLIS,MN55414
SUSAN B RICHARDS ASST VP
0.00 		0 0 0
2701 UNIVERSITY AVE SE
MINNEAPOLIS,MN55414
DAVID VASOS VP
0.00 		0 0 0
2701 UNIVERSITY AVE SE
MINNEAPOLIS,MN55414
EDWARD G DEUTSCHLANDER VP
0.00 		0 0 0
2701 UNIVERSITY AVE SE
MINNEAPOLIS,MN55414
SHAUN MCDUFFEE AT-LARGE
0.00 		0 0 0
2701 UNIVERSITY AVE SE
MINNEAPOLIS,MN55414
ROBERT KAUFER AT-LARGE
0.00 		0 0 0
2701 UNIVERSITY AVE SE
MINNEAPOLIS,MN55414
JAMES QUANDT AT-LARGE
0.00 		0 0 0
2701 UNIVERSITY AVE SE
MINNEAPOLIS,MN55414
MARSHALL GIFFORD AT-LARGE
0.00 		0 0 0
2701 UNIVERSITY AVE SE
MINNEAPOLIS,MN55414
JOSEPH FOX AT-LARGE
0.00 		0 0 0
2701 UNIVERSITY AVE SE
MINNEAPOLIS,MN55414
MICHELLE RICHARDS AT-LARGE
0.00 		0 0 0
2701 UNIVERSITY AVE SE
MINNEAPOLIS,MN55414
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 0
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
NONE
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 THE FOUNDATION OPERATES A GOLF EVENT WHERE ALL PROCEEDS ARE DONATED TO ORGANIZATIONS WHICH HELP STUDENTS LEARN FINANCIAL SKILLS THROUGH HANDS-ON EXPERIENCES. 16,420
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
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
1,194,795
b
Average of monthly cash balances.......................
1b
552,736
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,747,531
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
1,747,531
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,213
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,721,318
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
86,066
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
86,066
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
717
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
717
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
85,349
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
85,349
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
85,349
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
376,488
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
376,488
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 85,349
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 247,520
b From 2019...... 935,946
c From 2020...... 206,081
d From 2021...... 241,644
e From 2022...... 295,473
f Total of lines 3a through e ........ 1,926,664
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 376,488
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 85,349
e Remaining amount distributed out of corpus 291,139
5 Excess distributions carryover applied to 2023. 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 2,217,803
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		247,520
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,970,283
10 Analysis of line 9:
a Excess from 2019.... 935,946
b Excess from 2020.... 206,081
c Excess from 2021.... 241,644
d Excess from 2022.... 295,473
e Excess from 2023.... 291,139
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).)
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:
TIMOTHY WHITE
2701 UNIVERSITY AVE SE
MINNEAPOLIS,MN55414
(612) 617-6000
bThe form in which applications should be submitted and information and materials they should include:
STANDARD GRANT REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIORITY TO GRANTS TO SUPPORT AND CONDUCT NON-PARTISAN RESEARCH, EDUCATION, AND INFORMATIONAL ACTIVITIES TO AID IN THE CHARITABLE CAUSES OF BREAST CANCER, ALZHEIMER'S DISEASE AND CYSTIC FIBROSIS.
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

GROVES ACADEMY

3200 HIGHWAY 100 S
ST LOUIS PARK,MN55416 		NONE N/A GENERAL 35

LYMPHOMA RESEARCH FOUNDATION

ATTN LYMPHOMA WALK WALL STREET
PLAZA
NEW YORK,NY10005 		NONE N/A GENERAL 45

TWIN CITIES PUBLIC TELEVISION INC

172 4TH ST E
ST PAUL,MN55101 		NONE N/A GENERAL 60

JUST IN TIME FOR FOSTER YOUTH

PO BOX 601627
SAN DIEGO,CA92160 		NONE N/A GENERAL 100

KUEMPER CATHOLIC SCHOOL FOUNDATION

116 S EAST ST
CARROLL,IA51401 		NONE N/A GENERAL 100

ST CROIX PREPARATORY ACADEMY

4260 STAGECOACH TR N
STILLWATER,MN55082 		NONE N/A GENERAL 100

ACADEMY OF THE HOLY ANGELS

6600 NICOLLET AVES
RICHFIELD,MN55423 		NONE N/A GENERAL 125

KUEMPER CATHOLIC SCHOOL SYSTEM

116 S EAST ST
CARROLL,IA51401 		NONE N/A GENERAL 125

NATIVITY OF MARY SCHOOL

9901 E BLOOMINGTON FWY
BLOOMINGTON,MN55420 		NONE N/A GENERAL 125

THE UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA522444550 		NONE N/A GENERAL 125

ALZHEIMER'S SAN DIEGO

3635 RUFFIN ROAD SUITE 300
SAN DIEGO,CA92123 		NONE N/A GENERAL 135

SAKAKWEA MEDICAL CENTER HOSPICE

510 8TH AVE NE
HAZEN,ND58545 		NONE N/A GENERAL 150

AMNA SANCTUARY

649 FERN AVE
IMPERIAL BEACH,CA91932 		NONE N/A GENERAL 200

VALLEY CROSSING ELEMENTARY PTA

9900 PARK CROSSING
WOODBURY,MN55125 		NONE N/A GENERAL 200

KEYSTONE COMMUNITY SERVICES

1916 UNIVERSITY AVE
ST PAUL,MN55104 		NONE N/A GENERAL 200

WAKE FOREST UNIVERSITY

PO BOX 7227
WINSTONSALEM,NC27109 		NONE N/A GENERAL 250

HAPPILY EVER AFTER LEAGUE INC

6551 E DESERT COVE AVE
SCOTTSDALE,AZ85254 		NONE N/A GENERAL 250

EVERYBODY MATTERS INC

3317 E BELL RD SUITE 101 465
PHOENIX,AZ85032 		NONE N/A GENERAL 250

VULCAN COMMUNITY CHARITIES

PO BOX 201655
BLOOMINGTON,MN55420 		NONE N/A GENERAL 250

APPALACHIAN STATE UNIVERSITY FOUNDATION

ASU BOX 32014
BOONE,NC28608 		NONE N/A GENERAL 250

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BLVD
GLENVIEW,IL60026 		NONE N/A GENERAL 271

UNION GOSPEL MISSION

77 E 9TH ST
ST PAUL,MN55101 		NONE N/A GENERAL 300

EDINA ROBOTICS FOUNDATION

6701 HILLSIDE LANE
EDINA,MN55439 		NONE N/A GENERAL 425

ERA BOOSTER CLUB

11111 BREN ROAD W
MINNETONKA,MN55343 		NONE N/A GENERAL 465

KIDS FIGHTING HUNGER

PO BOX 7550
ST CLOUD,MN56302 		NONE N/A GENERAL 500

ANIMAL HUMANE SOCIETY

845 MEADOW LANE NORTH
GOLDEN VALLEY,MN55422 		NONE N/A GENERAL 500

WORLD VISION

34834 WEYERHAEUSER WAY S
FEDERAL WAY,WA98001 		NONE N/A GENERAL 500

NORTH METRO UNIFIED SPECIAL OLYMPICS

900 2ND AVE S SUITE 300
MINNEAPOLIS,MN55402 		NONE N/A GENERAL 500

NORTH SUPERIOR SKI AND RUNNING CLUB

PO BOX 542
GRAND MARAIS,MN55604 		NONE N/A GENERAL 500

PREGNANCY CHOICES LIFECARE CENTER INC

15010 GLAZIER AVE SUITE 104
APPLE VALLEY,MN55124 		NONE N/A GENERAL 500

WALKER METHODIST FOUNDATION

11055 WAYZATA BLVD SUITE 200
MINNETONKA,MN55305 		NONE N/A GENERAL 500

RELIANT MISSION INC

11002 LAKE HART DR SUITE 100
ORLANDO,FL32832 		NONE N/A GENERAL 500

SAINT LOUIS PRIORY SCHOOL

500 SOUTH MASON ROAD
ST LOUIS,MO63141 		NONE N/A GENERAL 500

SAFE HANDS ANIMAL RESCUE

3732 10TH AVE S
MINNEAPOLIS,MN55407 		NONE N/A GENERAL 500

UNIVERSITY OF DALLAS

1845 E NORTHGATE DR
IRVING,TX75062 		NONE N/A GENERAL 500

THE ROTARY CLUB OF MINNETONKA FOUNDATION

PO BOX 172
HOPKINS,MN55343 		NONE N/A GENERAL 500

SOMERSET MEMORIAL SCHOLARSHIP FUND INC

PO BOX 121
SOMERSET,WI54025 		NONE N/A GENERAL 500

SOUTH METRO NETWORKING

PO BOX 433
LAKEVILLE,MN55044 		NONE N/A GENERAL 500

ANOKA HENNEPIN SCHOOL DISTRICT

272 N FERRY ST
ANOKA,MN55303 		NONE N/A GENERAL 500

ST JOHN'S LUTHERAN SCHOOL

9141 COUNTY ROAD 101
CORCORAN,MN55340 		NONE N/A GENERAL 500

ST THOMAS MORE CHURCH OF CORALVILLE

3000 12TH AVE
CORALVILLE,IA52241 		NONE N/A GENERAL 500

RHINO'S FOUNDATION

PO BOX 689
RIVER FALLS,WI54022 		NONE N/A GENERAL 500

BETHLEHEM BAPTIST CHURCH

720 13TH AVE S
MINNEAPOLIS,MN55415 		NONE N/A GENERAL 500

LIVING STREAM VIETNAMESE CHRISTIAN CHURCH

3887 WALT STEPHENS ROAD
STOCKBRIDGE,GA30281 		NONE N/A GENERAL 500

THE OPEN DOOR

3000 AMES CROSSING RD SUITE 100
EAGAN,MN55121 		NONE N/A GENERAL 500

COALITION FOR CHILDREN YOUTH & FAMILIES

6737 W WASHINGTON ST SUITE 2353
MILWAUKEE,WI53214 		NONE N/A GENERAL 500

FAITH COMMUNITY CHURCH

1040 PAPERJACK DR
NEW RICHMOND,WI54017 		NONE N/A GENERAL 500

FAITHFUL SHEPHERD CATHOLIC SCHOOL

3355 COLOMBIA DRIVE
EAGAN,MN55121 		NONE N/A GENERAL 500

UNIVERSITY OF NORTH GEORGIA FOUNDATION

PO BOX 1599
DAHLONEGA,GA30533 		NONE N/A GENERAL 500

FIGHT WITH AUSTIN FLASH SCHROEDER FDN

1705 OAK LAKE PARK RD
CORALVILLE,IA52241 		NONE N/A GENERAL 500

FIRST BAPTIST CHURCH OF COLLEYVILLE

5405 PLEASANT RUN ROAD
COLLEYVILLE,TX76034 		NONE N/A GENERAL 500

FREE CLINIC OF PIERCE & ST CROIX COUNTIES

PO BOX 745
RIVER FALLS,WI54022 		NONE N/A GENERAL 500

GILMORE FAMILY FOUNDATION

523 S RAMMER AVE
ARLINGTON HEIGHTS,IL60004 		NONE N/A GENERAL 500

GREATER ST CLOUD PUBLIC SAFETY FOUNDATION

101 11TH AVE N
ST CLOUD,MN56301 		NONE N/A GENERAL 500

LOUIS AUGUST JONAS FOUNDATION INC

6 RISING SUN LANE
RHINEBECK,NY12572 		NONE N/A GENERAL 500

CHLOE'S COURAGE FUND

17307 COUNTY ROAD 7 NW
CLEARWATER,MN55320 		NONE N/A GENERAL 500

INDY FOUNDATION

4 13TH AVENUE NORTH
WAITE PARK,MN56387 		NONE N/A GENERAL 500

INSPIRING HOPE MINISTRIES

7425 UNIVERSITY AVE
MIDDLETON,WI53562 		NONE N/A GENERAL 500

ALEX HAUNTY'S THEATER AND ARTS FUND INC

7758 HILLCREST AVE
MIDDLETON,WI535623616 		NONE N/A GENERAL 500

CANOPY CENTER INC

2445 DARWIN ROAD SUITE 15
MADISON,WI53704 		NONE N/A GENERAL 500

WE CAN RIDE

PO BOX 463
MAPLE PLAIN,MN55359 		NONE N/A GENERAL 500

BLACKHAWKS OF ST PAUL

PO BOX 40436
ST PAUL,MN55104 		NONE N/A GENERAL 500

BIG BROTHERS BIG SISTERS OF DANE COUNTY

2059 ATWOOD AVENUE SUITE 2
MADISON,WI53704 		NONE N/A GENERAL 500

YOUTH INVESTMENT

PO BOX 316
MEDINA,MN55340 		NONE N/A GENERAL 500

CENTRAL MIDWEST BALLET INC

2831 PARMENTER ST SUITE 290
MIDDLETON,WI53562 		NONE N/A GENERAL 500

SUSAN G KOMEN

ATTN MN300 13770 NOEL ROAD SUITE
801889
DALLAS,TX75380 		NONE N/A GENERAL 510

M D ANDERSON CENTER

PO BOX 301439
HOUSTON,TX772301439 		NONE N/A GENERAL 530

DIAPER BANK OF MINNESOTA

709 UNIVERSITY AVE W
ST PAUL,MN55104 		NONE N/A GENERAL 750

NATIONAL ATAXIA FOUNDATION

600 HWY 169 S STE 1725
MINNEAPOLIS,MN554261201 		NONE N/A GENERAL 840

REFORMED LIVING BIBLE CHURCH

4727 E BELL RD SUITE 45 PMB 386
PHOENIX,AZ85254 		NONE N/A GENERAL 1,000

CATHOLIC SCHOOLS CENTER OF EXCELLENCE

6600 FRANCE AVE S 520
MINNEAPOLIS,MN55435 		NONE N/A GENERAL 1,000

CYSTIC FIBROSIS FOUNDATION

100 N 6TH ST 604A
MINNEAPOLIS,MN55403 		NONE N/A GENERAL 1,484

FELLOWSHIP OF CHRISTIAN ATHLETES

2 PINE TREE DRIVE SUITE 450
ARDEN HILLS,MN55112 		NONE N/A GENERAL 1,700

SISTERS OF ST JOSEPH MINISTRIES FOUNDATIO

1884 RANDOLPH AVE
ST PAUL,MN55105 		NONE N/A GENERAL 2,500

NATIONAL MS SOCIETY UPPER MIDWEST CHAPTER

2829 UNIVERSITY AVE SE SUITE 900
MINNEAPOLIS,MN55414 		NONE N/A GENERAL 2,685

NATIONAL MS SOCIETY

PO BOX 88540
CAROL STREAM,IL60188 		NONE N/A GENERAL 3,185

STOP ALZHEIMER'S NOW

300 BEARDSLEY LANE SUITE A104
AUSTIN,TX78746 		NONE N/A GENERAL 4,855

ALZHEIMER'S ASSOCIATION

12701 WHITEWATER DR SUITE 290
MINNETONKA,MN55343 		NONE N/A GENERAL 5,000

THE LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 22324
NEW YORK,NY10087 		NONE N/A GENERAL 10,000

THE TUFF FUND

575 PINETOWN ROAD
FORT WASHINGTON,PA19034 		NONE N/A GENERAL 10,000

BREAST CANCER EDUCATION ASSOCIATION

1027 W ROSELAWN AVE
ROSEVILLE,MN55113 		NONE N/A GENERAL 15,000

BESTPREP

7100 NORTHLAND CIRCLE N 120
BROOKLYN PARK,MN55428 		NONE N/A GENERAL 25,500

UNIVERSITY OF MINNESOTA FOUNDATION

PO BOX 860266
MINNEAPOLIS,MN554860266 		NONE N/A GENERAL 30,000

LEWIS KATZ SCHOOL OF MED AT TEMPLE UNIV

3500 N BROAD STREET ROOM 110IC
PHILADELPHIA,PA19140 		NONE N/A GENERAL 145,000
Total .................................right arrow 3a 286,575
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 497  
4 Dividends and interest from securities ....     14 22,547  
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 29,253  
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 52,297 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
52,297
(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
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 (2023)
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
2023
Name of the organization
SCOTT RICHARDS NORTH STAR CHARITABLE
FOUNDATION DBA SCOTT RICHARDS NORTH STAR
Employer identification number

76-0764527
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SCOTT RICHARDS NORTH STAR CHARITABLE
FOUNDATION DBA SCOTT RICHARDS NORTH STAR 		Employer identification number
76-0764527
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
NORTH STAR CONSULTANTS INC
 
2701 UNIVERSITY AVE SE
 
MINNEAPOLIS, MN55414

$ 375,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
SHAUN MCDUFFEE
1506 PATTERSON ROAD
 
AUSTIN, TX78733

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
JOSEPH P FOX
1751 UPPER 55TH ST E
 
INVER GROVE HEIGHTS, MN55077

$ 5,460


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
GAYLEN HARMS
3200 WEST 87TH ST
 
BLOOMINGTON, MN55431

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
SECURIAN
 
400 N ROBERT ST
 
ST PAUL, MN55101

$ 8,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SCOTT RICHARDS NORTH STAR CHARITABLE
FOUNDATION DBA SCOTT RICHARDS NORTH STAR 		Employer identification number

76-0764527
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SCOTT RICHARDS NORTH STAR CHARITABLE
FOUNDATION DBA SCOTT RICHARDS NORTH STAR 		Employer identification number

76-0764527
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpBondsSchedule
Name:
SCOTT RICHARDS NORTH STAR CHARITABLE
 
FOUNDATION DBA SCOTT RICHARDS NORTH STAR
EIN:
76-0764527
Name of Bond End of Year Book Value End of Year Fair Market Value
CRI SECURITIES - CORPORATE BONDS 181,700 281,900

TY 2023 InvestmentsCorpStockSchedule
Name:
SCOTT RICHARDS NORTH STAR CHARITABLE
 
FOUNDATION DBA SCOTT RICHARDS NORTH STAR
EIN:
76-0764527
Name of Stock End of Year Book Value End of Year Fair Market Value
CRI SECURITIES - CORPORATE SECURITIES 862,857 1,056,787

TY 2023 OtherAssetsSchedule
Name:
SCOTT RICHARDS NORTH STAR CHARITABLE
 
FOUNDATION DBA SCOTT RICHARDS NORTH STAR
EIN:
76-0764527
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
EVENT DEPOSIT 500 1,000 1,000


TY 2023 OtherExpensesSchedule
Name:
SCOTT RICHARDS NORTH STAR CHARITABLE
 
FOUNDATION DBA SCOTT RICHARDS NORTH STAR
EIN:
76-0764527
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DONATED BIKES & HELMETS 72,149 0 0 72,149
EVENT EXPENSES 16,422 0 0 16,422
MN CHARITABLE ANNUAL FEE 25 0 0 25
OTHER FEES 1,241 265 0 976
SUPPLIES 341 0 0 341


TY 2023 TaxesSchedule
Name:
SCOTT RICHARDS NORTH STAR CHARITABLE
 
FOUNDATION DBA SCOTT RICHARDS NORTH STAR
EIN:
76-0764527
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 426 426 0 0
FEDERAL TAX 4,680 0 0 0