-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
24
Open to Public Inspection
For calendar year 2024, or tax year beginning
01-01-2024
, and ending
12-31-2024
Name of foundation
BLUESTONE GIVING FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
270 MAIN ST N STE 300
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STILLWATER
,
MN
55082
A Employer identification number
46-5218477
B
Telephone number (see instructions)
(651) 342-4279
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
30,761
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
55,482
2
Check
.............
3
Interest on savings and temporary cash investments
11
11
4
Dividends and interest from securities
...
0
0
0
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
0
b
Gross sales price for all assets on line 6a
0
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
0
10a
Gross sales less returns and allowances
0
b
Less: Cost of goods sold
....
0
c
Gross profit or (loss) (attach schedule)
.....
0
0
11
Other income (attach schedule)
.......
0
0
0
12
Total.
Add lines 1 through 11
........
55,493
11
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
0
0
0
0
15
Pension plans, employee benefits
.......
0
0
0
0
16a
Legal fees (attach schedule)
.........
0
0
0
0
b
Accounting fees (attach schedule)
.......
0
0
0
0
c
Other professional fees (attach schedule)
....
0
0
0
0
17
Interest
...............
0
0
0
0
18
Taxes (attach schedule) (see instructions)
...
0
0
0
0
19
Depreciation (attach schedule) and depletion
...
0
0
0
20
Occupancy
..............
0
0
0
0
21
Travel, conferences, and meetings
.......
0
0
0
0
22
Printing and publications
..........
0
0
0
0
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
494
0
0
494
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
494
0
0
494
25
Contributions, gifts, grants paid
.......
38,058
38,058
26
Total expenses and disbursements.
Add lines 24 and 25
38,552
0
0
38,552
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
16,941
b
Net investment income
(if negative, enter -0-)
11
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2024)
Form 990-PF (2024)
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
1
Cash—non-interest-bearing
.............
13,820
30,761
30,761
2
Savings and temporary cash investments
.........
0
3
Accounts receivable
Less: allowance for doubtful accounts
0
4
Pledges receivable
Less: allowance for doubtful accounts
0
5
Grants receivable
.................
0
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
0
0
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
0
8
Inventories for sale or use
..............
0
9
Prepaid expenses and deferred charges
..........
0
10a
Investments—U.S. and state government obligations (attach schedule)
0
b
Investments—corporate stock (attach schedule)
.......
0
0
c
Investments—corporate bonds (attach schedule)
.......
0
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
0
12
Investments—mortgage loans
.............
0
13
Investments—other (attach schedule)
..........
0
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
0
15
Other assets (describe
)
0
0
0
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
13,820
30,761
30,761
17
Accounts payable and accrued expenses
..........
0
0
18
Grants payable
.................
0
0
19
Deferred revenue
.................
0
0
20
Loans from officers, directors, trustees, and other disqualified persons
0
0
21
Mortgages and other notes payable (attach schedule)
......
0
22
Other liabilities (describe
)
List of Attached Documents:
// Content
0
List of Attached Documents:
// Content
0
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
13,820
30,761
25
Net assets with donor restrictions
............
0
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
13,820
30,761
30
Total liabilities and net assets/fund balances
(see instructions)
.
13,820
30,761
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
13,820
2
Enter amount from Part I, line 27a
.....................
2
16,941
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
30,761
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
30,761
Form
990-PF
(2024)
Form 990-PF (2024)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
0
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
6
Credits/Payments:
a
2024 estimated tax payments and 2023 overpayment credited to 2024
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
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
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2025 estimated tax
0
Refunded
11
0
Form
990-PF
(2024)
Form 990-PF (2024)
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
.........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
No
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)
MN
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
Yes
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
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 address
http: www.bluestonemd.com about-us bluestone-giving-foundation
14
The books are in care of
Lynn Kadrlik
Telephone no.
(612) 263-7429
Located at
270 MAIN ST N
STE 300
STILLWATER
MN
ZIP+4
55082
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over
Yes
No
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
Form
990-PF
(2024)
Form 990-PF (2024)
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
........
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 2024?
.............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?
....................
2a
No
If "Yes," list the years
20
,
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.
20
,
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 2024 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 2024.)
.....................
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 2024?
..
4b
No
Form
990-PF
(2024)
Form 990-PF (2024)
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
.........
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
Evelyn Polster
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
W175N5253 Highridge Dr
Menomonee
,
WI
53051
John Henly
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
1769 Hickory Hill Dr
Eagan
,
MN
55122
Becky Thalacker
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
427 South Arch Ave
New Richmond
,
WI
54017
Melina Hoehn
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
1202 Niles Ave
St Paul
,
MN
55116
Nancy MacLeslie
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
14290 Oldfield Rd N
Stillwater
,
MN
55082
Sarah Christian
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
4605 Helmo Ave N
Oakdale
,
MN
55128
Erika Hall
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
327 Division St
Neenah
,
WI
54956
Brian Holsten
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
1855 Campfire Drive East
Waconia
,
MN
55387
Diana Bernard
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
1020 Gage Court
Spring Hill
,
FL
34608
Martha Etzell
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
2009 Roe Crest Drive
North Mankato
,
MN
56003
Kelly Jessen
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
808 Robert Place
Onalaska
,
WI
54650
Amber Perez
List of Attached Documents:
// Content
Board Member
0.00
0
0
0
7335 Parkersburg Drive
Wesley Chapel
,
FL
33545
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
...................
Form
990-PF
(2024)
Form 990-PF (2024)
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
Total
number of others receiving over $50,000 for professional services
.............
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
Supporting various individuals that have requested assistance from the Giving Foundation
37,480
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
.........................
Form
990-PF
(2024)
Form 990-PF (2024)
Page
8
Part IX
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
23,829
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
23,829
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
23,829
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
357
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
23,472
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
1,174
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
2a
Tax on investment income for 2024 from Part V, line 5
.......
2a
b
Income tax for 2024. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
Part XI
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
38,552
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
38,552
Form
990-PF
(2024)
Form 990-PF (2024)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1
Distributable amount for 2024 from Part X, line 7
2
Undistributed income, if any, as of the end of 2024:
a
Enter amount for 2023 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2024:
a
From 2019
......
b
From 2020
......
c
From 2021
......
d
From 2022
......
e
From 2023
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2024 from Part
XI, line 4:
$
a
Applied to 2023, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2024 distributable amount
.....
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2024.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025
..........
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2020
....
b
Excess from 2021
....
c
Excess from 2022
....
d
Excess from 2023
....
e
Excess from 2024
....
Form
990-PF
(2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2024
(b)
2023
(c)
2022
(d)
2021
0
0
0
0
0
b
85% (0.85) of line 2a
.........
0
0
0
0
0
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
38,552
29,895
45,350
28,475
142,272
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
0
0
0
0
0
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
38,552
29,895
45,350
28,475
142,272
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
0
0
0
0
0
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
0
0
0
0
0
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
783
233
431
469
1,916
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
0
0
0
0
0
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
0
0
0
0
0
(3)
Largest amount of support
from an exempt organization
0
0
0
0
0
(4)
Gross investment income
0
0
0
0
0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
N A
b
List 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.
N A
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Bluestone Giving Foundation
270 Main Street N Suite 300
Stillwater
,
MN
55082
(612) 263-7429
giving@bluestonemd.com
b
The form in which applications should be submitted and information and materials they should include:
N A
c
Any submission deadlines:
N A
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N A
Form
990-PF
(2024)
Form 990-PF (2024)
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)
a
Paid during the year
Dawn Johnson
106 Kari Ln
Brainerd
,
MN
56401
No Relationship
N A
Replacement Wheelchair parts
938
Gregory Willis
The Lodges of Brooklyn Park
7723 Humbolt Ave N
Brooklyn Park
,
MN
55444
No Relationship
N A
SAD Light
41
Lorraine Carrillo
802 3rd Ave
Worthington
,
MN
56187
No Relationship
N A
Wheelchair
125
Diane Mindermann
34147 County Highway 4
Frazee
,
MN
56544
No Relationship
N A
Grab Bar for Shower
33
Lyssa Williams
155 5th Ave S
Apt 300
Minneapolis
,
MN
55401
No Relationship
N A
Compression Stockings
18
Andrea Larson
6001 Earle Brown Drive
Brooklyn Center
,
MN
55430
No Relationship
N A
Medication Payment
6
Fred Marker
912 Knob Hill Rd
Burnsville
,
MN
55337
No Relationship
N A
Sound Machine
24
Rhonda Wilkinson
229 4th St
Apt 101
Ironton
,
MN
56445
No Relationship
N A
Wound Supplies
51
William Suchy
73 County Road C W
Little Canada
,
MN
55117
No Relationship
N A
Diabetic Supplies
158
Marion Reimer
3300 Rice Street apt 430
Little Canada
,
MN
55126
No Relationship
N A
Compression Garments
465
Ingrid Hass
155 W Sunnyview Dr
Oak Creek
,
WI
53154
No Relationship
N A
Compression Stockings
180
Laura Tweed Sampson
8086 County Rd 78
Lakeshore
,
MN
56468
No Relationship
N A
Dental Procedure
1,363
Julio Mason
7124 Idaho Ave N
Brooklyn Park
,
MN
55428
No Relationship
N A
Headphones
47
Victoria Lastname
602 Mankato Ave
Apt 306
Winona
,
MN
55987
No Relationship
N A
Personal Supplies After Surgery
65
Rose Nasholts
6539 88th St SW
Motley
,
MN
56466
No Relationship
N A
Shower Bench
197
Solomen Cuevas
3648 Colorado Ave N
Crystal
,
MN
55422
No Relationship
N A
Presure Releaving Foot Pad
288
Kristine Ashly
1621 Rivers Bend
105
Wauwatosa
,
WI
53226
No Relationship
N A
Transportation to Appointment
91
Daniel Dearman
155 South 5th Avenue
Room 219
Minneapolis
,
MN
55401
No Relationship
N A
Moving Expense
84
Jamie Boswell
14505 Minnetonka Dr
Apt 311
Minnetonka
,
MN
55345
No Relationship
N A
Clothing
157
Kylia Lamotte
965 40th Ave NE
902
Columbia Heights
,
MN
55421
No Relationship
N A
Dental Procedure
1,651
Cristina Silliman
418 C Street NE
Brainerd
,
MN
56401
No Relationship
N A
Seeds for raising fruits and vegtables
18
Alvino LaNear
5126 Mayview Road
Minnetonka
,
MN
55345
No Relationship
N A
Personal Undergarments
21
Colleen Dicosimo
190 Lake Pointe Dr
Apt 4A
Oshkosh
,
WI
54904
No Relationship
N A
Companion Pet Pup
147
Gregory Shay
312 S Decorah St
Apt 201
Caledonia
,
MN
55921
No Relationship
N A
Heating Pad
28
Joann Stish
2195 Century Ave S
Woodbury
,
MN
55125
No Relationship
N A
Hospital Bed Rental
58
Nancy Olson
3532 Central Ave NE
Apt 14
Fridley
,
MN
55432
No Relationship
N A
Blood Draw for Labs
99
Gary VanVlaenderen
155 West Sunnyview Dr
Oak Creek
,
WI
53154
No Relationship
N A
Clothing
17
Deanna Norling
630 W 1st St
4
Chaska
,
MN
55318
No Relationship
N A
Moving Expense
1,076
Tanis Chesbrough
1412 Summit Oak Dr
Burnsville
,
MN
55337
No Relationship
N A
Mouth Breath Operated Video Game Controller
565
Christopher Roehl
1066 County Road 10 NE
Apt 201
Spring Lake Park
,
MN
55432
No Relationship
N A
Painting Table
157
Gina Spigner
14505 Minnetonka Dr Unit 204
Minnetonka
,
MN
55345
No Relationship
N A
Wireless Earphones
35
Larry Buchmann
1727 N Riverfront Dr
10
Mankato
,
MN
56001
No Relationship
N A
Gift Card for Bike Purchase
100
Steven Russell
521 7th Ave S
Apt 2
Hopkins
,
MN
55343
No Relationship
N A
Backrest and Basket for Walker
45
Gary Nurmi
725 Town Center Parkway Room 326
Lino Lakes
,
MN
55014
No Relationship
N A
Foot Care
75
Sherrie Bunge
204 N Front St
Okabena
,
MN
56161
No Relationship
N A
Non-slip Exercise Mat
43
Sheila Eberline
3332 Oak St
Unit A
Brainerd
,
MN
56401
No Relationship
N A
Gas Card for Transportation to Appointments
100
Sharon Mann
4020 Lakeland Ave N
Robbinsdale
,
MN
55422
No Relationship
N A
Weighted Blanket
40
Elizabeth Christian
4915 Barbeau Road
Brainerd
,
MN
56401
No Relationship
N A
Chair Cushion
54
Gail Gustafson
1622 N Ullman St
Appleton
,
WI
54911
No Relationship
N A
Companion Pet Pup
148
Roxane Jacobson
Parkside Assisted Living
2330 Bruce Street Apt 2
Neenah
,
WI
54956
No Relationship
N A
Art Supplies
36
Cindy Chesbrough
Centennial Inn
1628 Main Street Apt 205
Oshkosh
,
WI
54901
No Relationship
N A
Sound Machine
18
Gerald Jolin
Centennial Inn
1628 North Main Street Apt 105
Oshkosh
,
WI
54901
No Relationship
N A
Sound Machine
18
Stefanie Pierzina
121 Greenfield Ave
Hill City
,
MN
55748
No Relationship
N A
Gas Card for Transportation to Appointments
100
Curtis Roberg
155 South 5th Ave
622
Minneapolis
,
MN
55401
No Relationship
N A
Eyeglass Frames
53
Kim Crockett
35 1st Ave N
Room 220
Waite Park
,
MN
56387
No Relationship
N A
Slippers
25
William Maciewski
35 1st Ave N
Apt 121
Waite Park
,
MN
56387
No Relationship
N A
Portable Cassette Player
47
Vallerie Burrell
60 Hilltop Lane
211
Mankato
,
MN
56001
No Relationship
N A
Foot Splint
28
Heather Busching
913 28th St SE
Brainerd
,
MN
56401
No Relationship
N A
Grab Bar for Shower
69
Kipp Porath
6421 Able St NE
Fridley
,
MN
55432
No Relationship
N A
Specialty Reading Glasses
304
Patricia Beck
7475 Country Club Dr
Golden Valley
,
MN
55427
No Relationship
N A
Wrist Splints
20
Larockzana Hop
1763 8TH AVE
Newport
,
MN
55055
No Relationship
N A
Pulse Oximeter
7
Jeffrey Ladue
11412 45th Ave Sw
Pillager
,
MN
56473
No Relationship
N A
Portable Ramp
338
Estella Hollen
602 James St
Lot 26
Brainerd
,
MN
56401
No Relationship
N A
Shoes
30
James Walton
8615 Birch Blvd
Inver Grove Heights
,
MN
55076
No Relationship
N A
Nebulizer
55
Robert Eide
6121 Brooklyn Blvd
101
Brooklyn Center
,
MN
55429
No Relationship
N A
Hand Splint
30
Najibeh Mohseni Fard
7151 York Ave South
Apt 1211
Edina
,
MN
55435
No Relationship
N A
Laptop Tablet
196
Daniele Garcia
3710 145th Street W
Apt 106
Rosemount
,
MN
55068
No Relationship
N A
Medical ID Bracelet
46
Ronald Breitag
6121 Brooklyn Blvd
Apt 226
Brooklyn Center
,
MN
55429
No Relationship
N A
Wound Supplies
49
Janice Lopez
155 South 5th Ave
Apt 317
Minneapolis
,
MN
55401
No Relationship
N A
Compression Stockings
17
Margaret Little
6121 Brooklyn Blvd
apt 224
Brooklyn Center
,
MN
55429
No Relationship
N A
Gloves
14
Agatha Palmer
625 Bondow Dr
Apt 1
Neenah
,
WI
54956
No Relationship
N A
Yarn for Crocheting
37
Gail Polzin
1750 Irish Road
Apt 4
Neenah
,
WI
54956
No Relationship
N A
Doll for Therapy
72
Mary Weeres
215 37th Ave N
Apartment 237
Saint Cloud
,
MN
56303
No Relationship
N A
Wheelchair
262
Kenton Crowell
140 Nikkohl Rd
NA
Brainerd
,
MN
56401
No Relationship
N A
Dental Procedure
494
Gene Jeske
1750 Irish Road
Apartment 12
Neenah
,
WI
54956
No Relationship
N A
Coffee Maker
42
Glorianne Meyer
2330 Bruce Street
Apt 10
Neenah
,
WI
54956
No Relationship
N A
Art Supplies
54
Linda Naparalla
1628 North Main Street
Apt 206
Oshkosh
,
WI
54901
No Relationship
N A
Writing and Art Supplies
49
David Wilson
5860 East River Road
Apt 214
Fridley
,
MN
55432
No Relationship
N A
Moving Expense
468
Liann Larson
635 Bondow Drive
Apt 1
Neenah
,
WI
54956
No Relationship
N A
Pillow for Additional Support
89
Dorothy Zeiske
154 S Pioneer Pkwy
room 5
Fond Du Lac
,
WI
54935
No Relationship
N A
Music Player
158
Jayne Claas
1330 W Lincoln Ave
35
Port Washington
,
WI
53074
No Relationship
N A
Speaker
21
Janyne Claas
1330 West Lincoln Avenue
Room 35
Port Washington
,
WI
53074
No Relationship
N A
Shower Chair
80
Sheila Graves
408 Eastport Dr
NA
Mankato
,
MN
56001
No Relationship
N A
Shower Head
46
Robert Lardnois
1622 N Ullman St
Appleton
,
WI
54911
No Relationship
N A
Art Supplies
111
Nancy Randall
155 5th Ave S
300
Minneapolist
,
MN
55401
No Relationship
N A
Compression Stockings
29
Peterson Xong
6630 Hudson Blvd
C/o Sheila Vang
Oakdale
,
MN
55128
No Relationship
N A
Hearing Aids
206
Leila Nur
1808 Shumway Avenue
NA
Faribault
,
MN
55021
No Relationship
N A
Dentures
150
Michael Guzinski
9279 N Port Washington Road
B3 Clare House
Milwaukee
,
WI
53217
No Relationship
N A
Wireless Earphones
21
Larry Karel
154 South Pioneer Parkway
Room 8
Fond Du Lac
,
WI
54935
No Relationship
N A
Music Player
96
Gregory Cottles
155 S 5th Ave
Rm 726
Minneapolis
,
MN
55401
No Relationship
N A
Removal of Furniture
100
Heather Dumdei
115 ECHO ST
604
Mankato
,
MN
56001
No Relationship
N A
Moving Expense
300
Sister Ruby Neuhope
162 Lynn Lane
162 Lynn Lane
Mankato
,
MN
56001
No Relationship
N A
Walker
175
Alexi Christenson
6100 Cedar St
Apt 307
North Branch
,
MN
55056
No Relationship
N A
Personal Undergarments
1,675
Marlena Hughes
7632 83rd Ave N
Brooklyn Park
,
MN
55445
No Relationship
N A
Medication Payment
60
Randall Rosenow
2533 1st Ave S
Room 205
Minneapolis
,
MN
55404
No Relationship
N A
Pulse Oximeter
62
Susan Saunders
1001 Primrose Lane
Apt 10
Fond du Lac
,
WI
54935
No Relationship
N A
Sound Machine and Art Supplies
60
Thomas Dayton
12446 Jamestown Street Northeast
Rm 18
Blaine
,
MN
55449
No Relationship
N A
Transportation to Appointment
751
Stefanie Pierzina
121 Greenfield Ave Sw
Hill City
,
MN
55748
No Relationship
N A
Medication Payment
77
Dorothy Sparkman
300 S Bruce Street
Suite C
Marshall
,
MN
56258
No Relationship
N A
Timed Medication Dispenser
170
Eric Nyakundi
Landings of Minnetonka
14505 Minnetonka Dr 109
Minnetonka
,
MN
55345
No Relationship
N A
Wrist Splints
11
Angelique Watkins
120 Grove St
Apt D
Mankato
,
MN
56001
No Relationship
N A
Air Purifier
215
Vernon Raehsler
Comforts of Home The Lodge
2354 Aurora Cir Rm 8
River Falls
,
WI
54022
No Relationship
N A
Dental Procedure
2,152
Vernon Raehsler
Comforts of Home The Lodge
2354 Aurora Cir Rm 8
River Falls
,
WI
54022
No Relationship
N A
Dental Procedure
450
Robert Ramage
2187 Bonnie Lane
St Paul
,
MN
55119
No Relationship
N A
Fine Motor Skill Toys
181
Linda Bueno
1824 old hudson Rd
C/O Cami Lund
St Paul
,
MN
55119
No Relationship
N A
Sound Machine
21
Carlos Santiago
100 W River Woods Pkwy
Memory Care
Glendale
,
WI
53212
No Relationship
N A
Compression Stockings
21
Dana Hill
17411 S Crystal Springs Rd
Grand Rapids
,
MN
55744
No Relationship
N A
Water Heater
1,750
Brandon Stolt
1814 Haralson Ct
Saint Peter
,
MN
56082
No Relationship
N A
Mouth Guard
350
Brian Eggert
5975 ChippewaTrail
North Branch
,
MN
55056
No Relationship
N A
Transportation to Appointment
3
Tara Kaisershot
913 Deer Ridge St Nw
NA
Lonsale
,
MN
55046
No Relationship
N A
Exercise Machine
107
Carol Robinson
1925 Norfolk Avenue
room 324
St Paul
,
MN
55116
No Relationship
N A
Storage Organizers
46
Maureen Mulvaney
1824 Old Hudson Road
701 C/o Camie Lund
St Paul
,
MN
55119
No Relationship
N A
Chair Cushion
66
Trucly Le
464 Tower St
St Paul
,
MN
55119
No Relationship
N A
Wireless Earphones
17
Lisa Alcantara
25 5th St NW Lot C12
Madelia
,
MN
56062
No Relationship
N A
Personal Care Wipes
226
Elisabeth Betsy
1984 Oakedale Ave Apt 418
West St Paul
,
MN
55118
No Relationship
N A
Exercise Machine
49
Robin Thornton
155 5th Ave S
Apt 200
Minneapolis
,
MN
55401
No Relationship
N A
Foot Pads
14
Cyril Winter
2045 Carnelian Lane
Eagan
,
MN
55122
No Relationship
N A
Memory Games
64
Cecelia Cooper
3501 Douglas Drive North
Sweet Living Unit 23
Crystal
,
MN
55422
No Relationship
N A
Moving Expense
514
Rebecca Ackerman
725 Town Center Pkwy
Lino Lakes Assisted Living Rm 313
Lino Lakes
,
MN
55014
No Relationship
N A
Walker
52
Richard Eldred
5031 N French Rd
Rm 19
Appleton
,
WI
54913
No Relationship
N A
Universal Big Button Remote
20
Rebecca Ackerman
725 Town Center Pkwy
Lino Lakes Assisted Living Rm 313
Lino Lakes
,
MN
55014
No Relationship
N A
Transportation to Appointment
100
Rebecca Ackerman
725 Town Center Pkwy
Lino Lakes Assisted Living Rm 313
Lino Lakes
,
MN
55014
No Relationship
N A
Transportation to Appointment
20
Rebecca Ackerman
725 Town Center Pkwy
Room 313
Lino Lakes
,
MN
55014
No Relationship
N A
Transportation to Appointment
240
Rebecca Ackerman
725 Town Center Pkwy
Lino Lakes Assisted Living Rm 313
Lino Lakes
,
MN
55014
No Relationship
N A
Transportation to Appointment
180
Rebecca Ackerman
725 Town Center Pkwy
Lino Lakes Assisted Living Rm 313
Lino Lakes
,
MN
55014
No Relationship
N A
Transportation to Appointment
50
Rebecca Ackerman
725 Town Center Pkwy
Lino Lakes Assisted Living Rm 313
Lino Lakes
,
MN
55014
No Relationship
N A
Transportation to Appointment
100
Lexy McFadden
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Rent
1,670
Jayme Agrey
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Car Repair
1,844
Cindi Hall
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Rent
2,093
Katie Turner
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Gift Card for Expenses
106
Annie Kane
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Medication Payment
280
Amanda Barber
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Gift Card for Expenses
100
Ashlee Lopez
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Rent
1,500
Amanda Huismann
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Rent
1,023
Leslie Marchand
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Roof Repair
500
Michelle Donovan
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Medical Bill
500
Heather Stewart
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Gift Card for Groceries
150
Heather Stewart
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Repair
350
Annie Lang
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Medical Bill
500
Robert Gonzalez
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Roof Repair
1,000
Dalila Melendez
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Gift Card for Groceries
150
Jessica Maples
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Gift Card for Groceries
150
Alexis Garcia
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Gift Card for Groceries
150
Alex Lockwood
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Gift Card for Groceries
150
Lisa Golden
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Gift Card for Groceries
150
Tara Stettner
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Car Repair
500
Saraya Ferguson
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Medical Bill
500
Melissa Brey
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Medical Bill
500
Dani Dahlen
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Medical Bill
500
Jessica Brosder
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Grocery Gift Card
200
Chelcee Blesener
123 Unavailable St
St Paul
,
MN
55117
N A
N A
Utilities
250
Total
.................................
3a
38,058
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2024)
Form 990-PF (2024)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
0
0
0
b
0
0
0
c
0
0
0
d
0
0
0
e
0
0
0
f
0
0
0
0
0
0
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
0
0
0
3
Interest on savings and temporary cash
investments
...........
0
0
0
4
Dividends and interest from securities
....
0
0
0
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
0
0
0
b
Not debt-financed property
.....
0
0
0
6
Net rental income or (loss) from personal property
0
0
0
7
Other investment income
.....
0
0
0
8
Gain or (loss) from sales of assets other than
inventory
............
0
0
0
9
Net income or (loss) from special events:
0
0
0
10
Gross profit or (loss) from sales of inventory
0
0
0
11
Other revenue:
a
0
0
0
b
0
0
0
c
0
0
0
d
0
0
0
e
0
0
0
12
Subtotal. Add columns (b), (d), and (e)
..
0
0
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
0
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2024)
Form 990-PF (2024)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2024)
Additional Data
Software ID:
24020569
Software Version:
V2.0
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
Name of the organization
BLUESTONE GIVING FOUNDATION
Employer identification number
46-5218477
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
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. 30613X
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page
2
Name of organization
BLUESTONE GIVING FOUNDATION
Employer identification number
46-5218477
Part I
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
Bluestone Employees
270 Main Street N Ste 300
Stillwater
,
MN
55082
$
55,482
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page
3
Name of organization
BLUESTONE GIVING FOUNDATION
Employer identification number
46-5218477
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page
4
Name of organization
BLUESTONE GIVING FOUNDATION
Employer identification number
46-5218477
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.)
$
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) (Rev. 1-2025)
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2024 OtherExpensesSchedule
Name:
BLUESTONE GIVING FOUNDATION
EIN:
46-5218477
Software ID:
24020569
Software Version:
V2.0
Description
Revenue and Expenses per Books
Net Investment Income
Adjusted Net Income
Disbursements for Charitable Purposes
Office Supplies
30
0
0
30
Tax filings
170
0
0
170
MN Charitable State Filing
26
0
0
26
Postage
268
0
0
268