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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ROBERT & HELEN REMICK CH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 123
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKEFIELD, MN56150
A Employer identification number

41-1950527
B Telephone number (see instructions)

(507) 274-6171
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$14,021,303J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 18 18  
4 Dividends and interest from securities... 290,097 280,948  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 898,312
b Gross sales price for all assets on line 6a 3,412,609
7 Capital gain net income (from Part IV, line 2)... 898,990
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,000 0  
12 Total. Add lines 1 through 11........ 1,198,427 1,179,956  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 98,250 3,750   94,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
78,600 58,950   19,650
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,130 7,597   2,533
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
101,262 101,262   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,661 6,745   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,464 0   1,464
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,297 0   2,297
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 309,664 178,304   120,444
25 Contributions, gifts, grants paid....... 793,399 793,399
26 Total expenses and disbursements. Add lines 24 and 25 1,103,063 178,304   913,843
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 95,364
b Net investment income (if negative, enter -0-) 1,001,652
c Adjusted net income (if negative, enter -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
Assets 1 Cash—non-interest-bearing............. 50 50 50
2 Savings and temporary cash investments......... 540,464 379,836 379,836
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)....... 0 Click to see attachment
List of Attached Documents:
// Content
5,806,054 		10,561,770
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
3,064,817 		3,079,647
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).......... 8,621,828 0 0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
311 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,162,653 9,250,757 14,021,303
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 9,162,653 9,250,757
29 Total net assets or fund balances (see instructions)..... 9,162,653 9,250,757
30 Total liabilities and net assets/fund balances (see instructions). 9,162,653 9,250,757
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
9,162,653
2
Enter amount from Part I, line 27a .....................
2
95,364
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,258,017
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,260
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,250,757
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.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,412,609   2,513,619 898,990
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       898,990
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 898,990
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 13,923
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 13,923
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 13,923
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,200
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 3,723
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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. 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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.REMICKFOUNDATION.COM
14
The books are in care ofright arrowPATRICK K COSTELLO Telephone no.right arrow (507) 274-6171

Located atright arrowPO BOX 123LAKEFIELDMN ZIP+4right arrow56150
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 2024, 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 (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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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 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 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 .........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
LYNEL RAE NELSON TRUSTEE
6.00 		22,750 0 0
PO BOX 123
LAKEFIELD,MN56150
LYNNE KESSLER TRUSTEE
6.00 		29,500 0 0
PO BOX 123
LAKEFIELD,MN56150
JEAN PIKE TRUSTEE
6.00 		23,000 0 0
PO BOX 123
LAKEFIELD,MN56150
MICHAEL NESSETH TRUSTEE
6.00 		23,000 0 0
PO BOX 123
LAKEFIELD,MN56150
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 (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
FIDELITY BROKERAGE SERVICES INVESTMENT MANAGEMENT FEES 98,969
PO BOX 28019
ALBUQUERQUE,NM87125
COSTELLO CARLSON & BUTZON LLP LEGAL 78,600
310 MAIN STREET
LAKEFIELD,MN56150
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  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
13,608,691
b
Average of monthly cash balances.......................
1b
466,533
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,075,224
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
14,075,224
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
211,128
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,864,096
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
693,205
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
693,205
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,923
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,923
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
679,282
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
689,282
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
689,282
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
913,843
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
913,843
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 7 689,282
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 150,260
b From 2020......  
c From 2021...... 116,040
d From 2022...... 102,944
e From 2023...... 204,008
f Total of lines 3a through e ........ 573,252
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 913,843
a Applied to 2023, 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 2024 distributable amount..... 689,282
e Remaining amount distributed out of corpus 224,561
5 Excess distributions carryover applied to 2024. 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 5 797,813
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		150,260
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		647,553
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 116,040
c Excess from 2022.... 102,944
d Excess from 2023.... 204,008
e Excess from 2024.... 224,561
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 ...... 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 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
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PATRICK COSTELLO
PO BOX 123
LAKEFIELD,MN56150
(507) 662-6621
PATRICKKCOSTELLO@MSN.COM
bThe form in which applications should be submitted and information and materials they should include:
PLEASE ADDRESS AND MAIL FOUR COPIES OF THE COMPLETED APPLICATION TO THE ORGANIZATION ADDRESS. APPLICATION CAN BE FOUND AT REMICKFOUNDATION.COM.
cAny submission deadlines:
POSTED ON ORGANIZATION'S WEBSITE - 4 GRANT CYCLES PER YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANT APPLICATIONS WILL BE CONSIDERED FROM ORGANIZATIONS WHOSE PROJECTS ARE DESIGNED TO BENEFIT THE GREATER WINDOM AREA. ELIGIBLE ORGANIZATIONS INCLUDE: 1) TAX-EXEMPT 501(C) (3) ORGANIZATIONS 2) UNITS OF GOVERNMENT (CITIES, TOWNSHIPS, COUNTY, ETC.) 3) GOVERNMENT-CREATED ORGANIZATIONS (PUBLIC AGENCIES) RESTRICTIONS IN GENERAL, THE ROBERT AND HELEN REMICK CHARITABLE FOUNDATION TRUST DOES NOT AWARD GRANTS TO THE FOLLOWING: INDIVIDUALS ENDOWMENTS ANNUAL CAMPAIGNS ONGOING GENERAL OPERATING FUNDS PROPOSALS THAT DUPLICATE EXISTING SERVICES RELIGIOUS ACTIVITIES REPLACEMENT OF GOVERNMENT FUNDING DEFICIT FUNDING POLITICAL ACTIVITIES
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)
aPaid during the year

DES MOINES HEALTH AND HUMAN SERVICES

407 5TH STREET
JACKSON,MN56143 		N/A GOV FOSTER NEEDS, BABY BUNDLE, FAMILY SUPPORT SERVICES 28,250

FORT BELMONT

114 3RD STREET
JACKSON,MN56143 		N/A PC STUDENT TRANSPORTATION 6,845

FRIENDS OF JACKSON COUNTY TRAILS COMMITTEE

311 DEWEY STREET
JACKSON,MN56143 		N/A PC MURAL 5,899

GREATER MINNESOTA FAMILY SERVICES

2320 E HWY 12 STE 2
WILLMAR,MN56201 		N/A GOV TECHNOLOGY, SUPPLIES 5,276

JACKSON CENTER FOR THE ARTS

309 2ND STREET
JACKSON,MN56143 		N/A PC EQUIPMENT 8,000

JACKSON COUNTY CENTRAL SCHOOL

1128 NORTH HWY
JACKSON,MN56143 		N/A GOV STUDENT SUCCESS PROGRAM, AG AND ART PROGRAMS, GRAPHICS LAB 63,053

JACKSON COUNTY LIBRARY

311 THIRD STREET
JACKSON,MN56143 		N/A GOV SUPPLIES, PRESENTERS, YOTO PLAYERS 12,500

JACKSON SNOW ANGELS

315 RIVER STREET
JACKSON,MN56143 		N/A PC ELDERLY SNOW REMOVAL 5,000

MOUNTAIN LAKE CHRISTIAN SCHOOL

710 11TH STREET PO BOX 478
MOUNTAIN LAKE,MN56159 		N/A PC THEATER PERFORMANCE 1,673

MOUNTAIN LAKE PUBLIC SCHOOLS

450 12TH STREET P O BOX 400
MOUNTAIN LAKE,MN56159 		N/A GOV FIELD TRIPS, FFA PROGRAM COMMUNITY EDUCATION 15,262

PRAIRIE ECOLOGY BUS CENTER

P O BOX 429
LAKEFIELD,MN56150 		N/A PC ENVIRONMENTAL PROGRAMS 32,000

SOUTHWEST CRISIS CENTER

920 DIAGONAL ROAD PO BOX 111
WORTHINGTON,MN56187 		N/A PC YOUTH/VICTIM SERVICES 70,000

SOUTHWEST INITIATIVE FOUNDATION

15 3RD AVE NW
HUTCHINSON,MN55350 		N/A PC DAYCARE CENTERS 198,600

SOUTHWEST WEST CENTRAL SERVICE COOPERATIVE

68 10TH STREET
WINDOM,MN56101 		N/A GOV THEATRE PERFORMANCE 1,797

SUPPLIES FOR KIDS INC

703 MILL ROAD E
LAKEFIELD,MN56150 		N/A PC SCHOOL SUPPLIES 2,500

UNITED COMMUNITY ACTION

1400 S SARATOGA STREET
MARSHALL,MN56258 		N/A PC YOUTH DEVELOPMENT 45,000

WESTBROOK AREA VOLUNTEERS

632 EDISON AVE
WESTBROOK,MN56183 		N/A PC SWIMMING POOL REPAIRS 25,000

WESTBROOK WALNUT GROVE SCHOOL

344 8TH STREET
WESTBROOK,MN56183 		N/A GOV SHOP AND FABRICATION PROGRAM, LYCEUM, BIOLOGY LAB 40,927

WILDER PAGEANT COMMITTEE INC

2815 231ST STREET
WALNUT GROVE,MN56180 		N/A PC EQUIPMENT AND IMPROVEMENTS 7,500

WINDOM AREA SCHOOLS

P O BOX C-177
WINDOM,MN56101 		N/A GOV FAMILY & COMMUNITY ENGAGEMENT, MENTAL HEALTH, SPEAKERS, ROBOTICS, MUSIC, FIELD TRIPS 190,317

WINDOM STATE THEATER

926 4TH AVENUE
WINDOM,MN56101 		N/A PC BUILDING REPAIR 25,000

WINDOM WOMEN OF TODAY

PO BOX 222
WINDOM,MN56101 		N/A PC CHILDREN'S CHRISTMAS FUND 3,000
Total .................................right arrow 3a 793,399
bApproved for future payment
Total ................................. right arrow 3b 0
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.)
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 18  
4 Dividends and interest from securities ....     14 290,097  
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 ............ 		    18 898,312  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURNED GRANT 		    01 10,000  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,198,427 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,198,427
(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 (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? ...........
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ROBERT & HELEN REMICK CH FOUNDATION
EIN:
41-1950527
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,130 7,597   2,533

TY 2024 InvestmentsCorpBondsSchedule
Name:
ROBERT & HELEN REMICK CH FOUNDATION
EIN:
41-1950527
Name of Bond End of Year Book Value End of Year Fair Market Value
INTEL CORP NOTE CALL MAKE WHOLE 104,000 104,294
COMCAST CORP NEW NOTE CALL MAKE WHOLE 224,225 223,072
PNC FINL SVCS GROUP INC NOTE 223,345 217,958
BANK MONTREAL MEDIUM SER F 200,939 212,765
JOHN DEERE CAPITAL CORPORATION 204,858 212,783
UNITEDHEALTH GROUP INC NOTE 215,482 215,332
CONOCOPHILLIPS NOTE CALL MAKE WHOLE 221,010 221,726
MERCK &CO INC BOND CALL 239,822 234,830
UNITED PARCEL SVCS INC NOTE 215,645 213,611
TARGET CORP NOTE CALL MAKE WHOLE 186,150 189,826
HERSHEY CO NOTE CALL MAKE WHOLE 163,819 170,126
BRISTOL-MYERS SQUIBB CO NOTE 162,434 165,656
APPLE INC NOTE CALL MAKE WHOLE 165,912 168,318
PEPSICO INC NOTE CALL MAKE WHOLE 157,978 163,292
JPMORGAN CHASE & CO SER E MTN 200,000 193,336
ARCHER DANIELS MIDLAND CO NOTE 179,198 172,722

TY 2024 InvestmentsCorpStockSchedule
Name:
ROBERT & HELEN REMICK CH FOUNDATION
EIN:
41-1950527
Name of Stock End of Year Book Value End of Year Fair Market Value
FASTENAL COM STK USD 0.01 49,927 2,546,333
MEDTRONTC PLC 53,965 46,091
AIR PRODUCTS AND CHEMICALS INC 29,650 33,935
AMGEN INC 38,701 44,309
ASTRAZENECA PLC SPON ADR EACH REP 0.50 54,762 56,282
BECTON DICKINSON AND CO COM 33,300 31,989
BLACKROCK INC COM 55,734 75,858
COCA-COLA CORP 52,521 53,730
COMCAST CORP 77,603 62,187
DUKE ENERGY CORP NEW COM NEW 45,160 46,759
EDISON INTERNATIONAL 44,898 56,287
ENBRIDGE INC COM 66,986 75,059
ENTERGY CORP 30,036 41,701
EXXON MOBIL CORP COM 53,875 63,036
FIDELITY NATL INFORMATION SERVICES 23,663 32,712
GENUINE PARTS CO COM 57,110 49,156
GSK PLC SPON ADS EACH REP 2 ORD SHS 41,740 39,772
INTERNATIONAL BUS MACH CORP COM 26,888 43,966
JPMORGAN CHASE &CO. COM 51,823 105,951
ORACLE CORP 21,583 44,493
PLAINS GP HLDGS L P LTD PARTNR INT A 21,822 24,978
ROCHE HOLDINGS ADR 34,916 33,345
STARBUCKS CORP COM 51,144 53,199
TARGET CORP 42,413 42,582
TEXAS INSTRUMENTS INC COM 33,368 35,252
US BANCORP 35,080 43,764
UNITED PARCEL SERVICE INC CL B 58,470 56,618
VERIZON COMMUNICATIONS 58,988 47,628
WEC ENERGY GROUP INC COM 30,557 36,676
WELLS FARGO CO NEW COM 42,496 54,296
AMERICAN TOWER CORP NEW COM 45,488 42,917
LAMAR ADVERTISING CO COM USD 59,913 65,496
AON PLC SHS CL A COM USD 51,802 66,445
ALPHABET INC CAP STK CL C 65,815 143,211
AMAZON.COM INC 36,466 65,817
APPLE INC 28,636 52,338
AUTODESK INC 19,031 23,941
BERKSHIRE HATHAWAY INC COM 10,452 24,024
BROOKFIELD ASSET MANAGEMENT LTD CLASS A 32,375 58,363
BROWN-FORMAN CORP COM USD 5,806 4,558
CANADIAN PAC KANS CITY LTD 40,799 41,613
CASEYS GENERAL STORES INC 44,067 46,359
CAVCO INDUSTRIES INC 22,157 40,161
CHIPOTLE MEXICAN GRILL INC 35,719 48,722
CINTAS CORP 11,734 43,117
CONSTELLATION SOFTWARE INC COM 23,458 74,175
COPART INC COM 24,996 72,541
DANAHER CORPORATION COM 7,843 8,264
DELL TECHNOLOGIES INC CL C 6,555 21,435
EXPEDITORS INTERNATIONAL OF WASHINGTON INC 24,681 30,905
META PLATFORMS INC CLASS A COMMON 30,105 70,847
FACTSET RESEARCH SYSTEMS INC 21,238 49,469
FAIR ISAAC CORP 8,216 45,791
GARTNER INC COM 17,102 22,286
GE AEROSPACE COM NEW 11,072 11,175
HENRY JACK &ASSOCIATES INC COM 9,621 11,745
IDEXX LABORATORIES INC COM 18,653 31,421
INTERCONTINENTAL EXCHANGE INC COM 39,979 60,498
INTUITIVE SURGICAL INC 11,498 34,449
LVMH MOET HENNESSY LOUIS VUTTTON 57,163 57,634
MSCI INC 28,293 92,402
MICROSOFT CORP 39,861 71,655
MONSTER BEVERAGE CORP NEW COM 26,654 32,062
MOODYS CORP COM 35,028 104,141
MORNINGSTAR INC 27,450 59,270
NVR INC COM 19,362 40,894
PAYCOM SOFTWARE INC COM 49,270 57,392
PAYCHEX LNC COM 7,189 12,620
POOL CORP COM 14,198 12,274
REPUBLIC SERVICES INC 42,204 63,372
ROLLINS INC 8,736 10,846
ROPER TECHNOLOGIES INC 15,754 21,314
S&P GLOBAL INC COM 26,723 62,751
SALESFORCE INC COM 51,113 101,302
STRYKER CORPORATION 44,594 86,772
THERMO FISHER SCIENTIFIC INC 20,770 29,133
TRANSDIGM GROUP INC 22,188 22,811
UNITEDHEALTH GROUP INC 27,343 58,174
VERISK ANALYTICS INC COM 15,792 23,136
VISA INC 35,793 63,840
CRH ORD 6,327 11,102
ICON PLC ORD 9,072 6,082
LINDE PLC COM 5,228 7,536
ALCON INC 4,076 4,584
SPOTIFY TECHNOLOGY S.A. COM 5,253 6,263
CHECK POINT SOFTWARE TECHNOLOGIES 3,328 2,987
ASML HOLDING NV 13,497 13,169
FERRARI N V 6,954 8,072
ABB LTD SPON ADR EACH REP 1 ORD SHS 8,446 8,057
ARGENX SE SPON ADR EACH REP 1 ORD 8,596 10,455
ASICS CORP UNSP ADR EA REPR 1 ORD 3,412 3,721
ASTRAZENECA PLC SPON ADR EACH REP 13,391 12,907
ATLAS COPCO AB SP ADR A NEW 8,657 8,624
BANCO BILBAO VIZCAYA ARGENTAR ADS 8,784 7,951
BRAMBLES LTD SPON ADR EACH REP 2 ORD 4,602 6,640
CANADIAN PAC KANS CITY LTD 11,615 12,375
COMPASS GROUP PLC SPON ADR EACH 8,231 10,480
DANONE SPONSORED FRANCE ADR 11,214 10,458
DEUTSCHE BOERSE AG UNSPONSORD ADR 7,043 8,951
DEUTSCHE TELEKOM ADR 7,582 12,268
EDP ENERGIAS DE PORTUGAL SA 11,382 7,112
GIVAUDAN SA ADR EACH 50 REPR 1 ORD 8,643 8,098
HDFC BANK LTD SPON ADS EACH REP 3 8,542 8,940
HALEON PLC SPON ADS EACH REP 2 ORD 4,388 4,942
HERMES INTERNATIONAL SA ADR 4,425 4,542
HOYA ADR 7,883 8,928
INDITEX 11,992 17,576
INTESA SANPAOLO S.P.A. SPON ADR EACH 6,654 9,902
L OREAL UNSPON ADR EACH REP 0.2ORD 9,159 8,027
LVMH MOET HENNESSY LOUIS VUITTON 9,701 8,887
LENOVO GROUP ADR 3,922 3,502
LLOYDS BANKING GROUP ADR 4 ORD 8,125 7,526
LONDON STOCK EXCHANGE GROUP UNSPN 13,757 19,201
MITSUBISHI UFJ FINANCIAL GROUP INC 5,019 4,946
MONOTARO CO LTD UNSPONSORD ADR 3,891 3,013
NOMURA RESEARCH INSTITUTE UNSP ADR 2,909 3,026
NOVO NORDISK A/S ADR-EACH CNV INTO 1 11,290 18,838
OLYMPUS CORPORATION UNSPON ADR 8,315 6,562
PUBLICIS GROUPE SA SPONSORED ADR 7,902 7,641
RELX PLC SPON ADS EACH REPR 1 ORD 7,626 11,264
RENTOKIL INITIALSPON ADS EACH REP 5 5,633 3,545
SMC SPN ADR REP ORD 6,182 5,019
SAFRAN SA UNSPON ADR EA REP 0.25 ORD 5,231 8,121
SAP ADR REP 1 ORD 9,393 18,958
SCHNEIDER ELECTRIC SE UNSPONSORD 9,546 10,871
SEA LIMITED ADS EACH REP ONE CLASS A 7,435 10,504
SHOPIFY INC COM NPV CL A 5,471 9,144
SONY GROUP CORPORATION SPON ADS 11,324 14,706
STRAUMANN HOLDING AG UNSP EACH 4,756 4,420
TAIWAN SEMICONDUCTOR MANUFACTURING SPON 4,402 7,505
TERUMO ADR 5,216 5,343
THOMSON-REUTERS CORP COM NPV 5,751 8,340
3I GROUP UNSP ADR EACH REPR 0.5 ORD 4,464 6,712
TOKIO MARINE HLDGS INC ADR 7,999 7,636
TOKYO ELECTRON UNSPON ADR EACH 8,523 9,512
UCB S.A. UNSP ADR EACH REPR 0.5 ORD 3,455 3,559
UNILEVER PLC SPON ADR NEW 8,543 9,185
ZAI LAB LIMITED ADS EACH REP 10 ORD 476 445
CREDICORP COM STK USD5 5,654 7,149
LINDE PLC COM 4,973 7,117
ALCON INC 7,230 7,895
AIA GROUP ADR 9,449 6,340
ADYEN NV UNSPON ADS EACH REP 11,352 7,198
L AIR LIQUIDE ORD ADR 4,333 5,289
ALFA LAVAL AB UNSP ADR EACH REPR 1 6,755 7,683
ALLIANZ SE UNSPON ADS EACH REP 13,509 19,271
AMBEV SA SPON ADR EACH 8,215 5,776
ASSA ABLOY UNSP ADR EA REPR 4,358 5,757
ATLAS COPCO AB SP ADR A NEVI 8,257 8,170
BANCO BTLBAO VIZCAYA ARGENTAR ADS 7,509 10,673
BHP GROUP LTD SPON ADS EACH REP 2 7,859 7,276
CANADIAN NATL RY CO COM 6,419 5,583
CHUGAI PHARMACEUTICAL CO 11,386 16,280
COLOPLAST SPON ADS EACH REPR 4,828 4,322
DBS GROUP HLDGS LTD SPONS ADR EACH 15,036 23,047
DAIFUKU CO LTD UNSPON ADS EACH REP 5,050 5,155
DASSAULT SYSTEMES SPON ADR EACH 18,328 12,502
DISCO CORPORATION UNSP ADR EACH REP 7,197 6,696
ENN ENERGY HOLDINGS LTD UNSP ADR 12,413 7,112
EPIROC AB UNSPON ADS EACH REP 1 ORD 7,528 6,319
FOMENTO ECONOMICO MEXICANO SAB DE 9,951 10,686
GENMAB AS SPON ADS EACH REP 0.1 ORD 9,754 4,842
GRUPO FINANCIERO BANORTE ADR 5,882 5,040
HDFC BANK LTD SPON ADS EACH REP 3 16,415 15,710
HAIER SMART HOME CO LTD UNSPON ADR 6,555 7,546
HALEON PLC SPON ADS EACH REP 2 ORD 12,910 14,024
INFINEON TECHNOLOGIES AG SPON 16,501 14,269
KOMATSU SPON ADR EACH REP 1 ORD NPV 5,432 6,393
L OREAL UNSPON ADR EACH REP 0.2 ORD 13,460 11,406
MANULIFE FINANCIAL CORP COM NPV 8,211 14,557
MERCADOLIBRE INC COM 6,628 6,802
NESTLE ADR 13,478 9,722
NOVONESIS 5,987 5,032
TELKOM INDONESIA 7,760 4,935
PING AN INSURANCE GROUP COMPANY ADR 4,662 4,016
RIO TINTO ADR EACH REP 1 ORD 8,486 7,586
ROCHE HOLDINGS ADR 14,806 11,964
SHELL PLC SPON ADS EA REP 2 ORD SHS 11,168 14,347
SAP ADR REP 1 ORD 8,342 15,265
SCHNEIDER ELECTRIC SE UNSPONSORD 8,839 13,452
SHIMANO INC UNSP ADR EACH 4,901 3,934
SHIONOGI & CO UNSP ADS EACH REPR 0.25 9,479 6,062
SONOVA HOLDING AG UNSPONSORED ADR 5,571 4,878
SONY GROUP CORPORATION SPON ADS 11,224 12,865
SYMRISE AG UNSP ADR EACH REPR 0.25 7,318 5,942
SYSMEX CORP UNSP ADR EA REPR 1/2 ORD 16,094 10,566
TAIWAN SEMTCONDUCTOR 10,819 21,724
TECHTRONIC INDUSTRIES COMPANY 5,802 5,249
TENCENT HOLDINGS LIMITED UNSPON ADR 10,677 10,051
UNICHARM CORP SPONSORED ADR 8,910 4,219
ZTO EXPRESS (CAYMAN) INC SPON ADS 6,577 6,119
AMDOCS LTD ORD 46,665 59,002
ACCENTURE PLC 46,876 61,211
EATON CORPORATION PLC 38,922 56,418
ICON PLC ORD 34,195 43,410
NVENT ELECTRTC PLC COM 48,139 53,506
STERIS PLC ORD 43,379 48,512
ALCON INC 58,319 50,594
AIR PRODUCTS AND CHEMICALS 45,014 53,657
ALPHABET INC CAP STK CL C 20,099 67,416
AMETEK INC COM 35,009 60,567
AUTOMATIC DATA PROCESSING INC COM 50,651 64,401
AVERY DENNTSON CORP COM USD 26,716 47,157
BECTON DICKINSON &CO COM 54,997 55,810
BOSTON SCIENTIFIC CORP 38,216 62,613
BROADRIDGE FINANCIAL SOLUTION INC 33,731 62,853
BROWN & BROWN INC 18,302 60,294
THE CIGNA GROUP COM 58,116 44,735
CACI INTERNATIONAL INC 21,490 43,234
CARLISLE COMPANIES INC 15,589 52,375
CURTISS-WRIGHT CORP 49,406 59,263
DARDEN RESTAURANTS INC 58,157 72,249
DECKERS OUTDOOR CORP 41,533 70,878
EMCOR GROUP INC 20,087 62,184
FTI CONSULTING INC 58,303 50,649
FACTSET RESEARCH SYSTEMS INC 55,199 66,279
FISERV INC COM STK 29,336 59,777
FRANKLIN ELECTRIC CO INC 45,209 57,398
ARTHUR J. GALLAGHER & CO. 14,245 55,351
GENERAL DYNAMICS CORP COM 49,973 53,225
GRACO INC 52,893 62,122
GRAINGER WW INC COM 30,004 55,865
HONEYWELL INTERNATIONAL INC 45,823 63,023
ITT INC COM 33,524 58,295
INGERSOLL RAND INC COM 46,715 54,186
INTERCONTINENTAL EXCHANGE INC COM 28,992 53,495
IQVIA HLDGS INC COM 29,805 47,359
JACOBS SOLUTTONS INC COM 45,757 61,332
LEIDOS HOLDINGS INC COM 39,114 54,167
MARSH &MCLENNAN COMPANIES INC COM 22,827 55,651
PARKER-HANNIFIN CORP COM 28,720 59,787
PRIMERICA INC COM 26,691 62,155
RB GLOBAL INC COM NPV 41,594 64,681
REPUBLTC SERVICES INC 46,126 57,135
ROPER TECHNOLOGIES INC 58,319 55,104
SS&C TECHNOLOGIES HLDGS INC COM 42,164 60,169
SAIA INC 51,944 56,966
STRYKER CORPORATION COM 31,088 58,688
TJX COMPANTES INC 33,790 61,371
TELEDYNE TECHNOLOGIES INC 52,009 63,122
TEXAS ROADHOUSE INC 32,425 60,985
TORO CO 53,589 56,390
TRACTOR SUPPLY CO 21,799 54,387
UNION PAC CORP COM 35,454 54,045
UNITEDHEALTH GROUP INC 30,069 48,563
VISA INC 48,078 68,897
WATSCO INC 36,064 54,497

TY 2024 LegalFeesSchedule
Name:
ROBERT & HELEN REMICK CH FOUNDATION
EIN:
41-1950527
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 78,600 58,950   19,650


TY 2024 OtherAssetsSchedule
Name:
ROBERT & HELEN REMICK CH FOUNDATION
EIN:
41-1950527
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
COOP EQUITY 311 0 0


TY 2024 OtherDecreasesSchedule
Name:
ROBERT & HELEN REMICK CH FOUNDATION
EIN:
41-1950527
Description Amount
BOOK TO TAX ADJUSTMENT 7,260


TY 2024 OtherExpensesSchedule
Name:
ROBERT & HELEN REMICK CH FOUNDATION
EIN:
41-1950527
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 446 0   446
STATE OF MN FILING FEE 25 0   25
BANK FEES 36 0   36
WEBSITE DESIGN AND FEES 215 0   215
INSURANCE 1,575 0   1,575


TY 2024 OtherIncomeSchedule2
Name:
ROBERT & HELEN REMICK CH FOUNDATION
EIN:
41-1950527
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURNED GRANT 10,000   10,000


TY 2024 OtherProfessionalFeesSchedule
Name:
ROBERT & HELEN REMICK CH FOUNDATION
EIN:
41-1950527
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BROKERAGE FEES 101,262 101,262   0


TY 2024 TaxesSchedule
Name:
ROBERT & HELEN REMICK CH FOUNDATION
EIN:
41-1950527
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 10,916 0   0
FOREIGN TAX 6,745 6,745   0