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
BAME FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)900 MENDELSSOHN AVE NORTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GOLDEN VALLEY, MN55427
A Employer identification number

27-4159707
B Telephone number (see instructions)

(763) 417-1200
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$1,796,674J 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) 946,032
2 Check right arrow.............
3 Interest on savings and temporary cash investments 309 309  
4 Dividends and interest from securities... 20,224 20,224  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,567
b Gross sales price for all assets on line 6a 61,274
7 Capital gain net income (from Part IV, line 2)... 8,567
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........ 975,132 29,100  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,750 1,875   1,875
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,716 7,716   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
492 492   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
59,123 0   59,123
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,081 10,083   60,998
25 Contributions, gifts, grants paid....... 694,508 694,508
26 Total expenses and disbursements. Add lines 24 and 25 765,589 10,083   755,506
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 209,543
b Net investment income (if negative, enter -0-) 19,017
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......... 223,841 410,332 410,332
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)....... 1,044,931 Click to see attachment
List of Attached Documents:
// Content
1,062,538 		1,150,197
c Investments—corporate bonds (attach schedule).......      
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).......... 175,753 Click to see attachment
List of Attached Documents:
// Content
180,847 		236,145
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) 1,444,525 1,653,717 1,796,674
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 1,444,525 1,653,717
29 Total net assets or fund balances (see instructions)..... 1,444,525 1,653,717
30 Total liabilities and net assets/fund balances (see instructions). 1,444,525 1,653,717
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
1,444,525
2
Enter amount from Part I, line 27a .....................
2
209,543
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,654,068
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
351
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,653,717
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
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 49,770   52,707 -2,937
b 11,504     11,504
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       -2,937
b       11,504
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 8,567
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) 1 264
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........................... 3 264
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- ..... 5 264
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 157
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 657
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 10 393
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow393 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 arrowN/A
14
The books are in care ofright arrowJOHN POWELL Telephone no.right arrow (612) 636-6472

Located atright arrow5641 27TH AVE SMINNEAPOLISMN ZIP+4right arrow55417
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
CHRISTIAN N BAME PRESIDENT
0.00 		0 0 0
900 MENDELSSOHN AVE NORTH
GOLDEN VALLEY,MN55427
MARNA BAME TREASURER
0.00 		0 0 0
900 MENDELSSOHN AVE NORTH
GOLDEN VALLEY,MN55427
MARISSA BAME SCHERMER SECRETARY
0.00 		0 0 0
900 MENDELSSOHN AVE NORTH
GOLDEN VALLEY,MN55427
LUCAS C BAME DIRECTOR
0.00 		0 0 0
900 MENDELSSOHN AVE NORTH
GOLDEN VALLEY,MN55427
ALICIA C BAME-ANDERSON DIRECTOR
0.00 		0 0 0
900 MENDELSSOHN AVE NORTH
GOLDEN VALLEY,MN55427
NATASHA C BAME DIRECTOR
0.00 		0 0 0
900 MENDELSSOHN AVE NORTH
GOLDEN VALLEY,MN55427
JASON BAME-ANDERSON DIRECTOR
0.00 		0 0 0
900 MENDELSSOHN AVE NORTH
GOLDEN VALLEY,MN55427
CHRISTOPHER SCHERMER DIRECTOR
0.00 		0 0 0
900 MENDELSSOHN AVE NORTH
GOLDEN VALLEY,MN55427
DANIELLE N BAME DIRECTOR
0.00 		0 0 0
900 MENDELSSOHN AVE NORTH
GOLDEN VALLEY,MN55427
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 COORDINATE, PACK, AND SEND OVER 1,300 CARE PACKAGES FOR SOLDIERS SERVING OVERSEAS. BOXES CONTAIN TOILETRIES, SNACKS, GAMES, AND LETTERS OF ENCOURAGEMENT FROM CHILDREN. 0
2 FUNDING BRIGHT SCIENTISTS TO FIND A CURE FOR CHILDHOOD CANCER AND SUPPORTING PEDIATRIC CANCER PATIENTS AND THEIR FAMILIES. 0
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
1,262,469
b
Average of monthly cash balances.......................
1b
307,108
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,569,577
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
1,569,577
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
23,544
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,546,033
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
77,302
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
77,302
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
264
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
264
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
77,038
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
77,038
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
77,038
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
755,506
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
755,506
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 77,038
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...... 737,452
b From 2019...... 584,580
c From 2020...... 768,623
d From 2021...... 748,928
e From 2022...... 949,595
f Total of lines 3a through e ........ 3,789,178
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 755,506
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..... 77,038
e Remaining amount distributed out of corpus 678,468
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 4,467,646
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) ... 		737,452
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,730,194
10 Analysis of line 9:
a Excess from 2019.... 584,580
b Excess from 2020.... 768,623
c Excess from 2021.... 748,928
d Excess from 2022.... 949,595
e Excess from 2023.... 678,468
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

3G FOOD PANTRY

200 BROWN ST
RUNNELLS,IA50237 		NONE PC CHARITABLE GIFT 1,040

ACE IN THE CITY

PO BOX 7497
MINNEAPOLIS,MN55407 		NONE PC CHARITABLE GIFT 500

AFTER BREAST CANCER DIAGNOSIS

5775 N GLEN PARK RD
MILWAUKEE,WI53209 		NONE PC CHARITABLE GIFT 100

ALEXANDRIA TECHNICAL COLLEGE FOUNDATION

1601 JEFFERSON ST
ALEXANDRIA,MN56308 		NONE PC CHARITABLE GIFT 2,050

ALZHEIMER'S ASSOCIATION

7900 W 78TH ST 100
MINNEAPOLIS,MN55439 		NONE PC CHARITABLE GIFT 1,040

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

120WALL ST STE
NEW YORK,NY10005 		NONE PC CHARITABLE GIFT 100

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		NONE PC CHARITABLE GIFT 100

AMERICAN LEGION POST 14

1244 BUCKRIDGE DR NE
ROCHESTER,MN55906 		NONE PC CHARITABLE GIFT 360

AMERICAN LUNG ASSOCIATION

490 CONCORDIA AVE
SAINT PAUL,MN55103 		NONE PC CHARITABLE GIFT 100

AMERICAN RED CROSS

1201 WEST RIVER PKWY
MINNEAPOLIS,MN55454 		NONE PC CHARITABLE GIFT 1,300

ANGEL FOUNDATION

1155 CENTRE POINTE DR 7
MENDOTA HEIGHTS,MN55120 		NONE PC CHARITABLE GIFT 36,360

ANIMAL HUMANE SOCIETY

845 MEADOW LANE NORTH
GOLDEN VALLEY,MN55422 		NONE PC CHARITABLE GIFT 200

AUTISM SOCIETY OF MINNESOTA

2380 WYCLIFF ST 102
ST PAUL,MN55114 		NONE PC CHARITABLE GIFT 33,100

BECKER YOUTH ASSOCIATION

PO BOX 85
BECKER,MN55308 		NONE PC CHARITABLE GIFT 780

BETHEL UNIVERSITY

3900 BETHEL DR
SAINT PAUL,MN55112 		NONE PC CHARITABLE GIFT 10,000

BOBBY & STEVE'S YOUTH FOUNDATION

4445 W 77TH ST 240
EDINA,MN55435 		NONE PC CHARITABLE GIFT 6,000

BOUNTIFUL BASKET FOOD SHELF

1600 BAVARIA RD
CHASKA,MN55318 		NONE PC CHARITABLE GIFT 100

BOYS & GIRLS CLUB OF MAUI - LAHAINA CLUBHOUSE

280 SHAW ST
LAHAINA,HI97761 		NONE PC CHARITABLE GIFT 25,000

BOYS & GIRLS CLUBS OF FOX VALLEY

160 S BADGER AVE
APPLETON,WI54914 		NONE PC CHARITABLE GIFT 500

BOYS & GIRLS CLUBS OF THE TWIN CITIES

690 JACKSON ST
SAINT PAUL,MN55130 		NONE PC CHARITABLE GIFT 680

BREAKAWAY INC

1911 PARK AVES
MINNEAPOLIS,MN55404 		NONE PC CHARITABLE GIFT 31,330

CAMP HOMETOWN HEROES

100 BADGER CIRCLE
GRAFTON,WI53024 		NONE PC CHARITABLE GIFT 2,020

CARING BRIDGE

2750 BLUE WATER ROAD SUITE 275
EAGAN,MN55121 		NONE PC CHARITABLE GIFT 100

CENTRAL IOWA SHELTER AND SERVICES

1420 MULBERRY ST
DES MOINES,IA50309 		NONE PC CHARITABLE GIFT 500

CHILDREN'S CANCER RESEARCH FUND

7301 OHMS LN 355
MINNEAPOLIS,MN55439 		NONE PC CHARITABLE GIFT 34,464

CHILDREN'S MINNESOTA FOUNDATION

5901 LINCOLN DR
EDINA,MN55436 		NONE PC CHARITABLE GIFT 100

CHILDREN'S MIRACLE NETWORK WISCONSIN

611 ST JOSEPH AVE
MARSHFIELD,WI54449 		NONE PC CHARITABLE GIFT 5,200

CHILDREN'S SURGERY INTERNATIONAL

825 NICOLLET MALL 706
MINNEAPOLIS,MN55401 		NONE PC CHARITABLE GIFT 5,000

COBORN'S CANCER RESEARCH FUND

1900 CENTRACARE CIRCLE 1600
ST CLOUD,MN56303 		NONE PC CHARITABLE GIFT 1,560

COMO FRIENDS

1225 ESTABROOK DR
ST PAUL,MN55103 		NONE PC CHARITABLE GIFT 5,000

COMMUNITY FOUNDATION OF COLLIER COUNTY INC

1110 PINE RIDGE RD STE 200
NAPLES,FL34108 		NONE PC CHARITABLE GIFT 60,500

CRESCENT COVE

4201 BASS LAKE RD
BROOKLEN CENTER,MN55429 		NONE PC CHARITABLE GIFT 25,000

CROW RIVER THUNDER

PO BOX 188
SAINT MICHAEL,MN55376 		NONE PC CHARITABLE GIFT 2,500

CYSTIC FIBROSIS FOUNDATION

8011 34TH AVE S
MINNEAPOLIS,MN55425 		NONE PC CHARITABLE GIFT 10,000

DINOMIGHTS

3400 PARK AVE S
MINNEAPOLIS,MN55407 		NONE PC CHARITABLE GIFT 1,300

ENGAGE YOUR DESTINY

2930 NATCHEZ AVE S
ST LOUIS PARK,MN55416 		NONE PC CHARITABLE GIFT 10,000

FEED MY STARVING CHILDREN

401 93RD AVE NW
COON RAPIDS,MN55433 		NONE PC CHARITABLE GIFT 520

FISHING FOR LIFE

PO BOX 19320
MINNEAPOLIS,MN55419 		NONE PC CHARITABLE GIFT 7,800

FOR THE CURE

13770 NOEL ROAD STE 801889
DALLAS,TX75380 		NONE PC CHARITABLE GIFT 2,500

GIVE KIDS THE WORLD VILLAGE

210S BASS RD
KISSIMMEE,FL34746 		NONE PC CHARITABLE GIFT 110

GIRL SCOUTS DAKOTA HORIZON

1101 S MARION RD
SIOUX FALLS,SD57106 		NONE PC CHARITABLE GIFT 1,124

GIVE DIRECTLY INC

PO BOX 3221
NEW YORK,NY10008 		NONE PC CHARITABLE GIFT 100

HARRY SLIMMER SCHOLARSHIP FOUNDATION

PO BOX 167
ALBERTVILLE,MN55301 		NONE PC CHARITABLE GIFT 5,000

HEREDITARY NEUROPATHY FOUNDATION

401 PARK AVE S FL 10
NEW YORK,NY10016 		NONE PC CHARITABLE GIFT 100

HOCKEY DAY MINNESOTA 2023

1314 WILLOW LANE SW
ROCHESTER,MN55902 		NONE PC CHARITABLE GIFT 5,440

HOLY CROSS HOPE HOUSE

2703 9TH AVE NW
ROCHESTER,MN55901 		NONE PC CHARITABLE GIFT 3,314

HOPE 4 YOUTH

2665 4TH AVE N
ANOKA,MN55303 		NONE PC CHARITABLE GIFT 100

HUMOR TO FIGHT THE TUMOR

8550 W BRYN MAWR AVE 550
CHICAGO,IL60631 		NONE PC CHARITABLE GIFT 5,000

I-94W CHAMBER OF COMMERCE

21310 JOHN MILLESS DR C
ROGERS,MN55374 		NONE PC CHARITABLE GIFT 1,500

ISRAEL FOOD SHELF DONATION

5902 GOLDEN VALLEY RD
GOLDEN VALLEY,MN55422 		NONE PC CHARITABLE GIFT 20,000

JUNIOR ACHIEVEMENT OF TWIN CITIES

1745 UNIVERSITY AVE W
ST PAUL,MN55104 		NONE PC CHARITABLE GIFT 25,000

JUNIOR ACHIEVEMENT OF WISCONSIN

11111 W LIBERTY DR
MILWAUKEE,WI53224 		NONE PC CHARITABLE GIFT 15,000

KEVIN BAME

900 MENDELSSOHN AVE N
GOLDEN VALLEY,MN55427 		NONE PC CHARITABLE GIFT 151

KDT BOOSTER CLUB

2719 PATTON ROAD
ROSEVILLE,MN55113 		NONE PC CHARITABLE GIFT 520

KORTNIS PATH

PO BOX 13
CARLOS,MN56319 		NONE PC CHARITABLE GIFT 2,050

LAD LAKE

W350S1401 WATERVILLE RD
DOUSMAN,WI53118 		NONE PC CHARITABLE GIFT 100

LAND STEWARDSHIP PROJECT

6235 20TH ST SW
ROCHESTER,MN55920 		NONE PC CHARITABLE GIFT 500

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DR
RYE BROOK,NY10573 		NONE PC CHARITABLE GIFT 22,700

LOVE FOR LUCY

7685 URBANDALE LN N
MAPLE GROVE,MN55311 		NONE PC CHARITABLE GIFT 2,500

MAKE-A-WISH FOUNDATION

1919 UNIVERSITY AVE W STE 415
SAINT PAUL,MN55104 		NONE PC CHARITABLE GIFT 7,500

MANSFIELD CARES INC

1025 AIRPORT PARKWAY SW
GAINESVILLE,GA30501 		NONE PC CHARITABLE GIFT 3,800

MATTER

7005 OXFORD ST
ST LOUIS PARK,MN55426 		NONE PC CHARITABLE GIFT 14,560

METHODIST HOME FOR CHILDREN & YOUTH

304 PIERCE AVE
MACON,GA31204 		NONE PC CHARITABLE GIFT 1,000

MIDDLE GEORGIA COMMUNITY FOOD BANK

4490 OCMULGEE EAST BLVD
MACON,GA31217 		NONE PC CHARITABLE GIFT 500

MIDWEST ANIMAL RESCUE & SERVICES

PO BOX 290073
BROOKLYN PARK,MN55429 		NONE PC CHARITABLE GIFT 260

MIKE SYLVA INTERNATIONAL

1500 NW 167TH PL
BEAVERTON,OR97006 		NONE PC CHARITABLE GIFT 15,000

MINNESOTA TEEN CHALLENGE

740 E 24TH ST
MINNEAPOLIS,MN55404 		NONE PC CHARITABLE GIFT 11,700

MN OVARIAN CANCER ALLIANCE INC

4604 CHICAGO AVE
MINNEAPOLIS,MN55407 		NONE PC CHARITABLE GIFT 100

MONTICELLO HIGH SCHOOL

5225 SCHOOL BLVD
MONTICELLO,MN55362 		NONE PC CHARITABLE GIFT 1,000

MULTIPLE MYELOMA RESEARCH FOUNDATION

4400 COLDWATER CANYON AVE SUITE 300
STUDIO CITY,CA91604 		NONE PC CHARITABLE GIFT 100

NATIONAL CHRISTIAN FOUNDATION TWIN CITIES

7701 FRANCE AVE S STE 360
EDINA,MN55435 		NONE PC CHARITABLE GIFT 5,200

NATIONAL MULTIPLE SCLEROSIS SOCIETY

200 12TH AVENUE SOUTH
MINNEAPOLIS,MN55415 		NONE PC CHARITABLE GIFT 13,732

NER

2539 E COUNTY RD E
WHITE BEAR LAKE,MN55110 		NONE PC CHARITABLE GIFT 1,560

NORTH WRIGHT COUNTY RIVERHAWKS BOOSTER CLUB

PO BOX 285
ALBERTVILLE,MN55301 		NONE PC CHARITABLE GIFT 550

PREBORN

4333 W 71ST ST
INDIANAPOLIS,IN46268 		NONE PC CHARITABLE GIFT 100

PRESBYTERIAN HOMES & SERVICES

6307 BURNHAM CIR
INVER GROVE HEIGHTS,MN55076 		NONE PC CHARITABLE GIFT 1,300

PROJECT GOT YOUR BACK

1650 WEST 82ND ST 850
MINNEAPOLIS,MN55431 		NONE PC CHARITABLE GIFT 3,000

PROVIDENCE HOUSE

2050 W 32ND ST
CLEVELAND,OH44113 		NONE PC CHARITABLE GIFT 100

PROVISION BRIDGE

PO BOX 157
TALLULAH FALLS,GA30573 		NONE PC CHARITABLE GIFT 26,781

RACHEL FOUNDATION

4180 NAPIER COURT NE
ST MICHAE,MN55376 		NONE PC CHARITABLE GIFT 2,000

RIVERSIDE CHURCH

490 RIVERSIDE DR
MANHATTAN,NY10008 		NONE PC CHARITABLE GIFT 60,000

ROBBINSDALE SPANISH IMMERSION SCHOOL PTO

8808 MEDICINE LAKE RD
NEW HOPE,MN55427 		NONE PC CHARITABLE GIFT 260

RONALD MCDONALD HOUSE - UPPER MIDWEST

818 FULLON ST SE
MINNEAPOLIS,MN55414 		NONE PC CHARITABLE GIFT 2,000

RUFF START RESCUE

PO BOX 129
PRINCETON,MN55371 		NONE PC CHARITABLE GIFT 100

SACRED JOURNEY ACADEMY

PO BOX 1411
ALEXANDRIA,MN56308 		NONE PC CHARITABLE GIFT 5,000

SAMARATIN'S PURSE

PO BOX 3000
BOONE,NC28607 		NONE PC CHARITABLE GIFT 100

SALVATION ARMY OF SHREVEPORT

147 E STONER AVE
SHREVEPORT,LA71101 		NONE PC CHARITABLE GIFT 500

SCENIC MONTANA TRAILS

960 WHITETAIL DR
SEELEY LAKE,MT59868 		NONE PC CHARITABLE GIFT 20,000

SCI WI CHAPTER

7841 W APPLETON AVE
MILEWAUKEE,WI53218 		NONE PC CHARITABLE GIFT 2,800

SCHIMMY SCRAMBLE

255 W MAIN ST
WACONIA,MN55387 		NONE PC CHARITABLE GIFT 500

SECOND HAND HOUNDS

5959 BAKER ROAD SUITE 390
MINNETONKA,MN55345 		NONE PC CHARITABLE GIFT 200

SEPO ZAMBIA INC

1776 GRABER ST
OSHKOSH,WI54901 		NONE PC CHARITABLE GIFT 5,720

SHAMINEAU MINISTRIES

2345 RIDGE RD
MOTLEY,MN56466 		NONE PC CHARITABLE GIFT 1,300

SOCIAL VENTURE PARTNERS OF MN

14451 HIGHWAY 7
MINNETONKA,MN55345 		NONE PC CHARITABLE GIFT 2,600

SOJOURNER FAMILY PEACE CENTER

619 W WALNUT ST
MILWAUKEE,WI53212 		NONE PC CHARITABLE GIFT 1,560

ST BALDRICK'S FOUNDATION

1333 S MAYFLOWER AVE STE 400
MONROVIA,CA91016 		NONE PC CHARITABLE GIFT 205

ST JUDE'S CHILDREN RESEARCH HOSPITAL

5353 WAYZATA BLVD 500
ST LOUIS PARK,MN55416 		NONE PC CHARITABLE GIFT 6,450

ST MARY'S CATHOLIC SCHOOLS

1050 ZEPHYR DR
NEENAH,WI54956 		NONE PC CHARITABLE GIFT 10,000

ST TIMOTHY'S CATHOLIC SCHOOL

215 DIVISION ST E
MAPLE LAKE,MN55358 		NONE PC CHARITABLE GIFT 1,000

STMA YOUTH HOCKEY ASSOCIATION INC

PO BOX 134
ST MICHAEL,MN55376 		NONE PC CHARITABLE GIFT 500

STS JOACHIM AND ANN CARE SERVICE

4116 MCCLAY RD
SAINT CHARLES,MT63304 		NONE PC CHARITABLE GIFT 500

THE MACC FUND

10000 W INNOVATION DR 135
MILWAUKEE,WI53226 		NONE PC CHARITABLE GIFT 7,860

THE METHODIST HOME FOR CHILDREN & YOUTH

304 PIERCE AVE
MACON,GA31204 		NONE PC CHARITABLE GIFT 2,500

THE SALVATION ARMY BOYS & GIRLS CLUBS

115 1ST AVE NE
ROCHESTER,MN55906 		NONE PC CHARITABLE GIFT 2,500

TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DRIVE
TRIANGLE,VA221721776 		NONE PC CHARITABLE GIFT 2,724

TRACY AREA ANIMAL RESCUE

4 CHERYL AVE
STAYTON,MN56172 		NONE PC CHARITABLE GIFT 1,300

TRIPLE H MINIATURE HORSE RESCUE

4747 2ND AVE
MANDAN,ND58554 		NONE PC CHARITABLE GIFT 1,560

VENTURE

511 E TRAVELERS TRAIN
BURNSVILLE,MN55337 		NONE PC CHARITABLE GIFT 1,300

ULINE

3325 HEISER ST
HUDSON,WI54016 		NONE PC CHARITABLE GIFT -1,947

WILD AND FREE WILDLIFE PROGRAM

PO BOX 241
GARRISON,MN56450 		NONE PC CHARITABLE GIFT 1,300

WILDERNESS INQUIRY INC

807 14TH AVE SE
MINNEAPOLIS,MN55414 		NONE PC CHARITABLE GIFT 5,000

WISCONSIN HUMANE SOCIETY

4500 WEST WISCONSIN AVENUE
MILWAUKEE,WI53208 		NONE PC CHARITABLE GIFT 520

WISCONSIN AUTOMOTIVE & TRUCK EDUCATION ASSOCIATION

617 FOREST ST
WAUSAU,WI55403 		NONE PC CHARITABLE GIFT 1,300

WISCONSIN LIONS FOUNDATION

3834 COUNTY ROAD A
ROSHOLT,WI54473 		NONE PC CHARITABLE GIFT 1,040

FIREFIGHTERS FOR HEALING

PO BOX 374
CHAMPLIN,MN55316 		NONE PC CHARITABLE GIFT 1,300
Total .................................right arrow 3a 694,508
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 ........... 		    14 309  
4 Dividends and interest from securities ....     14 20,224  
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 8,567  
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 29,100 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
29,100
(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
BAME FOUNDATION
 
Employer identification number

27-4159707
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
BAME FOUNDATION
  		Employer identification number
27-4159707
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
LUBRICATION TECHNOLOGIES INC
 
900 MENDELSSOHN AVENUE NORTH
 
GOLDEN VALLEY, MN55427

$ 857,090


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CHRSITIAN NIELSON
9899 AETNA AVE N
 
MONTICELLO, MN55362

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ERIC BAKER
4020 STONE POINT DR NE
 
ROCHESTER, MN55906

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
MCBRIDE INC
 
4333 340TH ST
 
STACY, MN55079

$ 9,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
MOTOREX
 
900 MENDELSSOHN AVE N
 
GOLDEN VALLEY, MN55427

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
ROSE PAVING LLC
 
7300 W 100TH PL
 
BRIDGEVIEW, IL60455

$ 7,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
BAME FOUNDATION
  		Employer identification number

27-4159707
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
BAME FOUNDATION
  		Employer identification number

27-4159707
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 AccountingFeesSchedule
Name:
BAME FOUNDATION
EIN:
27-4159707
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,750 1,875   1,875

TY 2023 InvestmentsCorpStockSchedule
Name:
BAME FOUNDATION
EIN:
27-4159707
Name of Stock End of Year Book Value End of Year Fair Market Value
AMBAC FINL GROUP INC COM NEW 4,560 4,944
AQUABOUNTY TECHNOLOGIES INC 11,800 285
CANFOR CORP CAD 4,297 4,044
CISCO SYSTEMS INC 5,474 12,630
DEVON ENERGY CORP NEW 31,913 22,650
JPM INVEST GRWTH FD - CL I 395,804 430,798
JEFFERIES FINL GROUP, INC 18,207 28,287
SEARS HOLDINGS CORP 4,124 0
SUPERIOR INDUS INTL 19,550 3,200
SWEETGREEN INC 14,209 11,300
TIDEWATER INC NEW COM 22,190 79,321
VITESSE ENERGY INC. 843 1,795
WEYERHAEUSER CO 14,504 17,385
FIDELITY 500 INDEX-INST PRM 135,886 146,987
FINANCIAL SELECT SECTOR SPDR 15,120 16,582
SIX CIRCLE MGD EQ US UNCON 194,507 201,294
ISHARES CORE S&P MIDCAP ETF 9,391 10,809
FIDELITY INTL INDX-INST PRM 12,771 13,231
JP MORGAN BETABUILDERS CANADA 13,743 13,593
SIX CIRCLE MGD EQ INTL UNCON 94,263 94,582
JP MORGAN BETABUILDERS EUROPE ETF 5,220 5,376
JP MORGAN BETABUILDERS JAPAN ETF 23,186 21,796
JPM BTABLDRS DEV ASIA X-JPN 10,976 9,308

TY 2023 InvestmentsOtherSchedule2
Name:
BAME FOUNDATION
EIN:
27-4159707
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FIRST EAGLE GLOBAL FUNDS CLASS I AT COST 37,078 42,237
FPA CRESCENT FUND AT COST 44,239 51,215
JP MORGAN LARGE CAP GROWTH FUND CLASS I AT COST 22,315 35,438
OAKMARK FUND CLASS I AT COST 29,737 55,876
OAKMARK INTL FUND CLAS I AT COST 47,478 51,379

TY 2023 OtherDecreasesSchedule
Name:
BAME FOUNDATION
EIN:
27-4159707
Description Amount
NONDIVIDEND DISTRIBUTION 351


TY 2023 OtherExpensesSchedule
Name:
BAME FOUNDATION
EIN:
27-4159707
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 1,093 0   1,093
TROOP CARE PACKAGE SUPPLIES & POSTAGE 51,590 0   51,590
DUES AND SUBSCRIPTIONS 2,868 0   2,868
OFFICE EXPENSES 712 0   712
EVENT COSTS 2,595 0   2,595
MARKETING 265 0   265


TY 2023 OtherProfessionalFeesSchedule
Name:
BAME FOUNDATION
EIN:
27-4159707
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 7,716 7,716   0
PROFESSIONAL FEES 0 0   0


TY 2023 TaxesSchedule
Name:
BAME FOUNDATION
EIN:
27-4159707
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 492 492   0