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
GEORGE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1818 OLIVER AVENUE SOUTH 2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN55405
A Employer identification number

41-1730855
B Telephone number (see instructions)

(612) 377-3356
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$82,693,422J 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) 4,800,643
2 Check right arrow.............
3 Interest on savings and temporary cash investments 572,124 572,124  
4 Dividends and interest from securities... 776,627 776,627  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,217,445
b Gross sales price for all assets on line 6a 3,696,976
7 Capital gain net income (from Part IV, line 2)... 3,632,235
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
4,652 252,417  
12 Total. Add lines 1 through 11........ 9,371,491 5,233,403  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 306,536 0   306,536
14 Other employee salaries and wages...... 315,588 0   315,588
15 Pension plans, employee benefits....... 135,832 0   135,832
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,271 0   2,271
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
43,629 0   43,629
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
221,005 221,005   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
117,824 0   36,647
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 29,775 0   29,775
21 Travel, conferences, and meetings....... 47,250 0   47,250
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
296,762 0   296,762
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,516,472 221,005   1,214,290
25 Contributions, gifts, grants paid....... 5,017,464 5,017,464
26 Total expenses and disbursements. Add lines 24 and 25 6,533,936 221,005   6,231,754
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,837,555
b Net investment income (if negative, enter -0-) 5,012,398
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............. 29,787 27,852 27,852
2 Savings and temporary cash investments......... 5,334,969 1,948,598 1,948,823
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) 7,737,841 Click to see attachment
List of Attached Documents:
// Content
9,519,539 		8,926,207
b Investments—corporate stock (attach schedule)....... 9,496,060 Click to see attachment
List of Attached Documents:
// Content
10,072,205 		18,225,495
c Investments—corporate bonds (attach schedule)....... 8,737,814 Click to see attachment
List of Attached Documents:
// Content
11,740,044 		11,562,491
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).......... 16,959,884 Click to see attachment
List of Attached Documents:
// Content
17,855,650 		41,997,554
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
0 		Click to see attachment
List of Attached Documents:
// Content
5,000 		Click to see attachment
List of Attached Documents:
// Content
5,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 48,296,355 51,168,888 82,693,422
Liabilities 17 Accounts payable and accrued expenses..........   1,121
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) Click to see attachment
List of Attached Documents:
// Content
163,149 		Click to see attachment
List of Attached Documents:
// Content
197,006
23 Total liabilities (add lines 17 through 22)......... 163,149 198,127
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 48,133,206 50,970,761
29 Total net assets or fund balances (see instructions)..... 48,133,206 50,970,761
30 Total liabilities and net assets/fund balances (see instructions). 48,296,355 51,168,888
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
48,133,206
2
Enter amount from Part I, line 27a .....................
2
2,837,555
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
50,970,761
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
50,970,761
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.)
1 a VINTAGE VI OFFSHORE HOLDING LP P    
b PRIVATE EQUITY MANAGERS (2016) OFFSHORE SCSP P    
c PRIVATE EQUITY MANAGERS (2017) OFFSHORE SCSP P    
d PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP P    
e PRIVATE EQUITY MANAGER (2019) OFFSHORE SCSP P    
VINTAGE VII OFFSHORE HOLDING LP P    
VINTAGE VIII OFFSHORE SCSP P    
PRIVATE TECHNOLOGY OPPORTUNITIES OFFSHORE SCSP P    
TPG TECH ADJANCENCIES II ACCESS OFFSHORE LP P    
PUBLICLY TRADED SECURITIES P    
WEST STREET CAPITAL PARTNERS VII PARALLEL L.P. P    
WEST STREET CAPITAL PARTNERS VIII-PARALLEL, L.P. #16 P    
WEST STREET CAPITAL PARTNERS VIII-PARALLEL, L.P. #17 P    
VINTAGE VII AIV OFFSHORE SCSP P    
PETERSHILL PRIVATE EQUITY OFFSHORE LP P    
SILVER POINT DOIP II ACCESS OFFSHORE LP P    
WEST STREET CAPITAL PARTNERS IX/PRIVATE EQUITY CO-INVESTMENT PARTNERS IV ACC P    
WEST STREET CAPITAL PARTNERS IX/PRIVATE EQUITY CO-INVESTMENT PARTNERS IV ACC P    
SILVER POINT DOIP II ACCESS OFFSHORE LP P    
(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 17,367     17,367
b 89,606     89,606
c 275,633     275,633
d 27,988     27,988
e 11,250     11,250
19,903     19,903
24,266     24,266
60     60
9,972     9,972
3,217,445     3,217,445
    43,280 -43,280
    3,577 -3,577
    17,884 -17,884
1,730     1,730
1,215     1,215
89     89
1     1
6     6
445     445
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       17,367
b       89,606
c       275,633
d       27,988
e       11,250
      19,903
      24,266
      60
      9,972
      3,217,445
      -43,280
      -3,577
      -17,884
      1,730
      1,215
      89
      1
      6
      445
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 3,632,235
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 69,672
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 69,672
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 69,672
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 60,705
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 17,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 77,705
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 8,033
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,033 Refundedright arrow 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. 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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.GEORGEFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowSEAN MALONE Telephone no.right arrow (612) 377-3302

Located atright arrow1818 OLIVER AVENUE SMINNEAPOLISMN ZIP+4right arrow55405
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
ANN P GEORGE CO-CHAIR
8.00 		0 0 0
1818 OLIVER AVENUE SOUTH
MINNEAPOLIS,MN55405
JEFFREY P GEORGE TREASURER
1.00 		0 0 0
1818 OLIVER AVENUE SOUTH
MINNEAPOLIS,MN55405
JONATHAN R GEORGE DIRECTOR
1.00 		0 0 0
1818 OLIVER AVENUE SOUTH
MINNEAPOLIS,MN55405
SEAN MALONE PRESIDENT
40.00 		306,536 47,688 0
1818 OLIVER AVENUE SOUTH
MINNEAPOLIS,MN55405
WILLIAM W GEORGE CO-CHAIR
8.00 		0 0 0
1818 OLIVER AVENUE SOUTH
MINNEAPOLIS,MN55405
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
STEPHEN MANUSZAK PROGRAM OFFICER
40.00 		140,255 36,955 0
1818 OLIVER AVE S
MINNEAPOLIS,MN55405
ANDREA RICCI GRANTS AND OPERATION
40.00 		87,861 29,891 0
1818 OLIVER AVE S
MINNEAPOLIS,MN55405
ROBIN M BARKER GRANTS AND OPERATION
40.00 		87,889 19,546 0
1818 OLIVER AVE S
MINNEAPOLIS,MN55405
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
GOLDMAN SACHS & CO INVESTMENT CONSULTING 221,005
71 S WACKER DR SUITE 500
CHICAGO,IL60606
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 NONE 0
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
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
76,253,217
b
Average of monthly cash balances.......................
1b
2,410,480
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
78,663,697
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
78,663,697
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,179,955
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
77,483,742
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,874,187
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
3,874,187
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
69,672
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
69,672
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,804,515
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,804,515
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
3,804,515
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
6,231,754
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
6,231,754
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 3,804,515
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...... 2,304,986
b From 2020...... 198,060
c From 2021......  
d From 2022...... 820,331
e From 2023......  
f Total of lines 3a through e ........ 3,323,377
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,231,754
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)........ 		Click to see attachment
List of Attached Documents:
// Content
2,427,239
d Applied to 2024 distributable amount..... 3,804,515
e Remaining amount distributed out of corpus 0
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 5,750,616
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) ....... 		5,527,038
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		223,578
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 223,578
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 ...... 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).)
ANN P GEORGE
WILLIAM W GEORGE
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

1440 MULTIVERSITY

800 BETHANY DRIVE
SCOTTS VALLEY,CA95066 		  POF TRUE NORTH LEADERSHIP PROGRAM 200,000

ACADEMIC CONSORTIUM FOR INTEGRATIVE MEDICINE & HEALTH

PO BOX 2216
LAKE OSWEGO,OR97035 		  PC CORE MISSION SUPPORT 25,000

ACADEMY FOR INTEGRATIVE HEALTH & MEDICINE (AIHM)

6919 LA JOLLA BLVD
LA JOLLA,CA920375427 		  PC CORE MISSION SUPPORT 25,000

AFRICAN AMERICAN LEADERSHIP FORUM

1625 HENNEPIN AVENUE SUITE 200B
MINNEAPOLIS,MN55403 		  PC SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 3,850

ALLINA HEALTH - PGIHH

3915 GOLDEN VALLEY ROAD
GOLDEN VALLEY,MN55422 		  PC CORE MISSION SUPPORT 15,000

ALONGSIDE NETWORK

4817 ELLIOT AVENUE
MINNEAPOLIS,MN55417 		  PC CORE MISSION SUPPORT 5,000

AMERICA SCORES BAY AREA

1460 MISSION STREET
SAN FRANCISCO,CA941032511 		  PC CORE MISSION SUPPORT 15,000

ANNEX TEEN CLINIC

5810 42ND AVE N
ROBBINSDALE,MN55422 		  PC REIMAGINING CONSENT EDUCATION: HELPING YOUNG PEOPLE LIVE THEIR VALUES THROUGH EMBODIED CONSENT PRACTICE 25,000

ANNEX TEEN CLINIC

5810 42ND AVE N
ROBBINSDALE,MN55422 		  PC SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 3,850

AUBURN THEOLOGICAL SEMINARY

475 RIVERSIDE DRIVE SUITE 1800
NEW YORK,NY101150002 		  PC CORE MISSION SUPPORT 50,000

AUDUBON CALIFORNIA

376 GREENWOOD BEACH ROAD
TIBURON,CA94920 		  PC GENERAL SUPPORT OF OUR RICHARDSON BAY CENTER AND SANCTUARY 20,000

BEACON INTERFAITH HOUSING COLLABORATIVE

2610 UNIVERSITY AVE W SUITE 100
SAINT PAUL,MN55114 		  PC CORE MISSION SUPPORT 5,000

BETA PSI FOUNDATION INC

1151 HAMMOND DRIVE NE SUITE 240
ATLANTA,GA30346 		  PC LEADERSHIP FOR LIFE AND SCHOLARSHIPS 30,000

BETTY FORD ALPINE GARDENS

522 S FRONTAGE RD E
VAIL,CO81657 		  PC CORE MISSION SUPPORT 10,000

BIG BLUE FOUNDATION

2648 MONOCACY FORD ROAD
FREDERICK,MD21701 		  PC BOOMTOWN FILM INITIATIVE 10,000

BIG CITY MOUNTAINEERS

5394 MARSHALL ST STE 200
ARVADA,CO80002 		  PC EQUITABLE ACCESS TO TRANSFORMATIVE OUTDOOR EXPERIENCES FOR YOUTH DEVELOPMENT 15,000

BONTON FARMS

6911 BEXAR ST
DALLAS,TX75215 		  PC CORE MISSION SUPPORT 25,500

BRAVER ANGELSBETTER ANGELS

733 THIRD AVENUE 16TH FLOOR
NEW YORK,NY10017 		  PC CORE MISSION SUPPORT 10,000

BRECK SCHOOL

123 OTTAWA AVENUE NORTH
MINNEAPOLIS,MN55422 		  PC SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 7,700

CAFE MOMENTUM

1510 PACIFIC AVENUE
DALLAS,TX75201 		  PC CORE MISSION SUPPORT 20,000

CARLETON COLLEGE

1 NORTH COLLEGE STREET
NORTHFIELD,MN550574001 		  PC GEORGE FELLOWS 10,000

CARSON'S VILLAGE

2904 FLOYD STREET
DALLAS,TX75226 		  PC CORE MISSION SUPPORT 2,000

CENTER ON FAITH AND JUSTICE AT GEORGETOWN UNIVERSITY

GEORGETOWN UNIVERSITY - MAGUIRE
HALL 37TH AND O STREETS NW
WASHINGTON,DC20057 		  PC CORE MISSION SUPPORT 50,000

CHILDREN'S HEARTLINK

5075 ARCADIA AVENUE
MINNEAPOLIS,MN554362306 		  PC CORE MISSION SUPPORT 15,000

CITY OF SKATE

4639 HUMBOLDT AVE S
MINNEAPOLIS,MN55419 		  PC CORE MISSION SUPPORT 5,000

CLUES (COMUNIDADES LATINAS UNIDAS EN SERVICIO)

797 EAST 7TH STREET
SAINT PAUL,MN55106 		  PC YOUTH PROGRAMMING 20,000

COLLEGE POSSIBLE

755 PRIOR AVENUE NORTH SUITE 200
ST PAUL,MN551041063 		  PC CORE MISSION SUPPORT 25,000

COMPASSION & CHOICES

101 SW MADISON STREET UNIT 8009
PORTLAND,OR972072118 		  PC CORE MISSION SUPPORT 15,000

CONNECTIONS MULTIPLIED TOO

1435 MOSSLAKE DRIVE
DESOTO,TX75115 		  PC CORE MISSION SUPPORT 10,000

CONSERVATION CORPS MINNESOTA & IOWA

60 PLATO BLVD SUITE 210
ST PAUL,MN55107 		  PC CORE MISSION SUPPORT 20,000

CONSERVATION MINNESOTA

1101 WEST RIVER PKWY SUITE 250
MINNEAPOLIS,MN55415 		  PC CONSERVATION CREW PROGRAM 15,000

COOKIE CART

1119 W BROADWAY AVE
MINNEAPOLIS,MN55411 		  PC CORE MISSION SUPPORT 10,000

CULTURAL WELLNESS CENTER

2025 PORTLAND AVENUE SOUTH
MINNEAPOLIS,MN55404 		  PC CORE MISSION SUPPORT AND SUPPLEMENTAL GRANTS FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 47,700

DELIGHTED TO DOULA

5600 ROSS AVENUE
DALLAS,TX75206 		  PC CORE MISSION SUPPORT 2,000

DESTINY ARTS CENTER

970 GRACE AVE
OAKLAND,CA94608 		  PC CORE MISSION SUPPORT 25,000

DKT INTERNATIONAL INC

1001 CONNECTICUT AVENUE NW SUITE
800
WASHINGTON,DC20036 		  PC MIF50 CLINICAL TRAIL 10,000

DUKE UNIVERSITY

BOX 90600
DURHAM,NC27708 		  PC THE PENNY PILGRAM GEORGE WOMEN'S LEADERSHIP INITIATIVE (PPGWLI) 100,000

DUKE UNIVERSITY

BOX 90600
DURHAM,NC27708 		  PC DUKE TRUE NORTH LEADERSHIP PROGRAM 300,000

DUKE UNIVERSITY

BOX 90600
DURHAM,NC27708 		  PC SUPPLEMENTAL GRANTS FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 23,100

DUNWOODY COLLEGE OF TECHNOLOGY

818 DUNWOODY BLVD
MINNEAPOLIS,MN55403 		  PC GEORGE SCHOLARS IN THE WOMEN IN TECHNICAL CAREERS PROGRAM 30,000

EAGLE VALLEY COMMUNITY FOUNDATION

PO BOX 1580
VAIL,CO81658 		  PC CORE MISSION SUPPORT 10,000

EAGLE VALLEY LAND TRUST

PO BOX 3016
EDWARDS,CO81632 		  PC CORE MISSION SUPPORT 15,000

EARL E BAKKEN CENTER FOR SPIRITUALITY & HEALING

420 DELAWARE ST MAIL CODE 505
MINNEAPOLIS,MN55455 		  PC CORE MISSION SUPPORT 25,000

END IN MIND

5865 NEAL AVENUE NORTH 343
STILLWATER,MN55082 		  PC CORE MISSION SUPPORT 50,000

ENRICHING LIVES THROUGH MUSIC

2955 KERNER BOULEVARD SUITE B
SAN RAFAEL,CA94901 		  PC CORE MISSION SUPPORT 25,000

EVANGELICAL REFORMED UNITED CHURCH OF CHRIST

15 WEST CHURCH STREET
FREDERICK,MD21701 		  PC CORE MISSION SUPPORT 5,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 1510
NEW YORK,NY10150 		  PC CORE MISSION SUPPORT 15,000

FAIRVOTE MINNESOTA FOUNDATION

550 VANDALIA STREET SUITE 210
SAINT PAUL,MN551141990 		  PC CORE MISSION SUPPORT 25,000

FAITH IN PUBLIC LIFE

50 F STREET
WASHINGTON,DC20001 		  PC CORE MISSION SUPPORT 50,000

FAMILY TREE CLINIC

1919 NICOLLET AVENUE
MINNEAPOLIS,MN554033747 		  PC CORE MISSION SUPPORT AND AND TRAVEL FOR TEACHING FELLOW FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 53,250

FOUNDATION FOR THE POOR

4862 EAST BLOSSOM DRIVE
DOYLESTOWN,PA18902 		  PC CORE MISSION SUPPORT 2,000

FOUNDATION FOR WOMEN

3536 MISSION MESA WAY
SAN DIEGO,CA92120 		  PC MENTAL HEALTH INITIATIVE IN LIBERIA 10,000

FRIENDS OF THE MISSISSIPPI RIVER

106 W WATER STREET SUITE 600
SAINT PAUL,MN55107 		  PC ENGAGING PEOPLE TO PROTECT AND RESTORE THE MISSISSIPPI RIVER 20,000

GENDER JUSTICE

663 UNIVERSITY AVE W SUITE 200
SAINT PAUL,MN55104 		  PC SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 5,850

GENESYS WORKS - TWIN CITIES

445 MINNESOTA ST SUITE 720
SAINT PAUL,MN55101 		  PC CORE MISSION SUPPORT 25,000

GEORGIA TECH FOUNDATION INC

760 SPRING STREET SUITE 400
ATLANTA,GA30308 		  PC GEORGE FELLOWS PROGRAM FOR ISYE GRADUATE STUDENTS IN THE AREA OF HEALTH SYSTEMS 40,000

GIRL SCOUTS OF NORTHEAST TEXAS

6001 SUMMERSIDE DRIVE STE 101
DALLAS,TX75252 		  PC CORE MISSION SUPPORT 20,000

GIRLS INC OF METROPOLITAN DALLAS

2040 EMPIRE CENTRAL
DALLAS,TX752354304 		  PC CORE MISSION SUPPORT 15,000

GLOBAL MINNESOTA

1901 UNIVERSITY AVENUE SOUTHEAST
MINNEAPOLIS,MN55414 		  PC CORE MISSION SUPPORT 15,000

GREATER MINNEAPOLIS COUNCIL OF CHURCHES

1100 E LAKE STREET
MINNEAPOLIS,MN554070509 		  PC LAKESTREET YOUTH LABS 20,000

GREENHILL SCHOOL

414 SPRING VALLEY ROAD
ADDISON,TX75001 		  PC CORE MISSION SUPPORT 11,666

GUTHRIE THEATER

818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415 		  PC GUTHRIE THEATER ILLUMINATE CAMPAIGN - ARTISTIC INNOVATION FUND 100,000

GUTHRIE THEATER

818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415 		  PC CORE MISSION SUPPORT 37,500

GUTHRIE THEATER

818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415 		  PC SUPPLEMENTAL GRANT TRUE NORTH LEADERSHIP PROGRAM AT 1440 3,850

HEALTHY FUTURES OF TEXAS

2300 W COMMERCE STREET SUITE 212
SAN ANTONIO,TX78207 		  PC CORE MISSION SUPPORT 2,000

HERITAGE FREDERICK

24 EAST CHURCH STREET
FREDERICK,MD21701 		  PC FREDERICK FILM INITIATIVE 10,000

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVENUE NW
WASHINGTON,DC200363278 		  PC CORE MISSION SUPPORT 1,000

HUMPHREY SCHOOL OF PUBLIC AFFAIRS

3021 S 19TH AVENUE SUITE 130
MINNEAPOLIS,MN55455 		  PC SUPPLEMENTAL GRANTS FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 7,700

INTERFAITH AMERICA

141 W JACKSON BLVD STE 3200
CHICAGO,IL606043208 		  PC CORE MISSION SUPPORT 75,000

IRREDUCIBLE GRACE FOUNDATION

643 VIRGINIA STREET
SAINT PAUL,MN55103 		  PC CORE MISSION SUPPORT 37,500

ISAIAH

2356 UNIVERSITY AVE W SUITE 405
SAINT PAUL,MN551143802 		  PC SCALING UP RACE CLASS GENDER NARRATIVE IN MINNESOTA 25,000

JACKSON HOLE LAND TRUST

PO BOX 2897
JACKSON,WY83001 		  PC WIND RIVER TRIBAL BUFFALO INITIATIVE 5,000

JOHNS HOPKINS UNIVERSITY SAIS

1740 MASSACHESETTS AVENUE NW
WASHINGTON,DC20036 		  PC SAIS PROGRAM 5,000

JOURNALISM FUNDING PARTNER

1731 HOWE AVENUE 242
SACRAMENTO,CA94825 		  PC VOTESEE.ORG 2,800

JUNIOR PLAYERS

12225 GREENVILLE AVENUE SUITE 1020
DALLAS,TX75243 		  PC CORE MISSION SUPPORT 10,000

JUXTAPOSITION ARTS INC

2007 EMERSON AVENUE NORTH
MINNEAPOLIS,MN55411 		  PC CORE MISSION SUPPORT 30,000

KARUNA-SHECHEN

237 WEST 35TH STREET
NEW YORK,NY10001 		  PC CORE MISSION SUPPORT 25,000

LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW

1500 K STREET NW SUITE 900
WASHINGTON,DC20005 		  PC ELECTION PROTECTION 50,000

LOVELY'S SEWING & ARTS COLLECTIVE

530 NORTH 3RD STREET SUITE 10
MINNEAPOLIS,MN55401 		  PC CORE MISSION SUPPORT 5,000

LUNDSTRUM PERFORMING ARTS

1617 NORTH SECOND STREET
MINNEAPOLIS,MN55411 		  PC LUNDSTRUM SCHOLARSHIP FUND 15,000

MACPHAIL CENTER FOR MUSIC

501 SOUTH SECOND STREET
MINNEAPOLIS,MN55401 		  PC NORTH MINNEAPOLIS MUSIC EDUCATION CONTINUUM 15,000

MARCH TO THE POLLS

5706 E MOCKINGBIRD LANE 115-267
DALLAS,TX75206 		  PC CORE MISSION SUPPORT 1,500

MARIN CHARITABLE

336 BON AIR CENTER 465
GREENBRAE,CA94904 		  PC CORE MISSION SUPPORT 2,500

MARIN COUNTRY DAY SCHOOL

5221 PARADISE DRIVE
CORTE MADERA,CA94925 		  PC CORE MISSION SUPPORT 5,000

MARNITA'S TABLE INC

2136 PENN AVE S
MINNEAPOLIS,MN55405 		  PC CORE MISSION SUPPORT 25,000

MICROGRANTS

100 NORTH SIXTH STREET SUITE 626B
MINNEAPOLIS,MN55403 		  PC CORE MISSION SUPPORT 20,000

MIGIZI

1845 EAST LAKE STREET
MINNEAPOLIS,MN55407 		  PC CORE MISSION SUPPORT & SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 23,850

MIND & LIFE INSTITUTE

977 SEMINOLE TRAIL PMB 363
CHARLOTTESVILLE,VA22901 		  PC CORE MISSION SUPPORT 25,000

MINDFUL LIFE PROJECT

1001 CANAL BOULEVARD SUITE A
RICHMOND,CA94804 		  PC CORE MISSION SUPPORT 25,000

MINNEAPOLIS INSTITUTE OF ARTS

2400 THIRD AVENUE SOUTH
MINNEAPOLIS,MN55404 		  PC CORE MISSION 15,000

MINNEAPOLIS PARKS FOUNDATION

4800 MINNEHAHA AVENUE SOUTH
MINNEAPOLIS,MN55417 		  PC CORE MISSION SUPPORT 20,000

MINNEAPOLIS ST PAUL REGIONAL ECONOMIC DEVELOPMENT

400 ROBERT STREET NORTH SUITE 1600
ST PAUL,MN55101 		  PC ITASCA'S CIVIC LEADERSHIP INITIATIVE & SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSIP PROGRAM AT 1440 23,850

MINNESOTA BOYCHOIR

75 WEST 5TH STREET
ST PAUL,MN55102 		  PC CORE MISSION SUPPORT 1,000

MINNESOTA COUNCIL OF CHURCHES

122 W FRANKLIN AVE SUITE 100
MINNEAPOLIS,MN554042444 		  PC CORE MISSION SUPPORT 25,000

MINNESOTA COUNCIL ON FOUNDATIONS

800 WASHINGTON AVE NORTH 7TH FLOOR
MINNEAPOLIS,MN554011330 		  PC CORE MISSION SUPPORT 9,000

MINNESOTA LANDSCAPE ARBORETUM FOUNDATION

3675 ARBORETUM DRIVE
CHASKA,MN55318 		  PC CORE MISSION SUPPORT 22,500

MINNESOTA ORCHESTRAL ASSOCIATION

1111 NICOLLET MALL
MINNEAPOLIS,MN554032406 		  PC CORE MISSION SUPPORT 15,000

MINNESOTA PUBLIC RADIOAMERICAN PUBLIC MEDIA

480 CEDAR ST
ST PAUL,MN551012217 		  PC CORE MISSION SUPPORT 15,000

MINNESOTA PUBLIC RADIOAMERICAN PUBLIC MEDIA

480 CEDAR ST
ST PAUL,MN551012217 		  PC ON-AIR SPOTS FOR GFF'S 30TH ANNIVERSARY 23,600

MINNPOST

635 SE 9TH STREET
MINNEAPOLIS,MN55414 		  PC CORE MISSION SUPPORT 5,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET NW
WASHINGTON,DC20001 		  PC PROTECTING & CONNECTING WILDLIFE & COMMUNITIES IN THE GREATER YELLOWSTONE TO BUILDING ECOSYSTEM RESILIENCE TO CLIMATE CHANGE AND CORE MISSION SUPPORT 110,000

NEIGHBORHOOD HOUSE

179 ROBIE STREET EAST
SAINT PAUL,MN55107 		  PC LATINO LEADERSHIP PROGRAM 20,000

NEW YORK SHAKESPEARE FESTIVALTHE PUBLIC THEATER

425 LAFAYETTE STREET
NEW YORK,NY10003 		  PC CORE MISSION SUPPORT 3,000

NEXTGEN EDUCATION FUND

548 MARKET STREET 98097
SAN FRANCISCO,CA94104 		  PC CORE MISSION SUPPORT 5,000

NORTH TEXAS FOOD BANK

3677 MAPLESHADE LANE
PLANO,TX75075 		  PC CORE MISSION SUPPORT 25,000

ONE HEART WORLDWIDE

756 LAKE CREST DRIVE
BIRMINGHAM,AL35226 		  PC BIRTHING CENTER 5,000

OUR LADY OF GRACE CHURCH

5071 EDEN AVENUE
EDINA,MN55436 		  PC RISE AND SHINE SCHOLARSHIP FUND/OLAG 5,000

OUTFRONT MINNESOTA COMMUNITY SERVICES

310 EAST 38TH STREET
MINNEAPOLIS,MN554091300 		  PC RELIGIOUS ORGANIZING FOR LGBTQ+ MINNESOTANS 20,000

PAGE EDUCATION FOUNDATION

901 N 3RD ST SUITE 355
MINNEAPOLIS,MN55401 		  PC CORE MISSION SUPPORT 30,000

PILLSBURY UNITED COMMUNITIESPILLSBURY HOUSE THEATRE

3501 CHICAGO AVENUE SOUTH
MINNEAPOLIS,MN55407 		  PC CHICAGO AVENUE PROJECT 20,000

PLANNED PARENTHOOD NORTH CENTRAL STATES

671 VANDALIA ST
SAINT PAUL,MN551141312 		  PC PEER EDUCATION AND COMMUNITY ASSESSMENT: EMPOWERING A VITAL GENERATION 75,000

PLANNED PARENTHOOD OF GREATER TEXAS

7424 GREENVILLE AVENUE SUITE 206
DALLAS,TX75231 		  PC CORE MISSION SUPPORT 20,000

POETIC

PO BOX 132633
DALLAS,TX753132633 		  PC CORE MISSION SUPPORT & SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 23,850

PRESIDENT AND FELLOWS OF HAVARD COLLEGE

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		  PC DAVID GERGEN SUMMER FELLOWSHIP 20,000

PRESIDENT AND FELLOWS OF HAVARD COLLEGE

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		  PC GEORGE LEADERSHIP FELLOWS PROGRAM & GEORGE FELLOWS DINNER 163,846

PRESIDENT AND FELLOWS OF HAVARD COLLEGE

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		  PC SUPPLEMENTAL GRANTS FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 7,700

PROJECT SUCCESS

1 GROVELAND TERRACE SUITE 300
MINNEAPOLIS,MN55403 		  PC CORE MISSION SUPPORT 30,000

RIPPLE EFFECT IMAGES

12110 SUNSET HILLS RD SUITE 600
RESTON,VA20190 		  PC CORE MISSION SUPPORT 30,000

SAN FRANCISCO UNIVERSITY HIGH SCHOOL

3065 JACKSON STREET
SAN FRANCISCO,CA94115 		  PC BREAKTHROUGH SUMMERBRIDGE PROGRAM 17,500

SAVERLIFE

542 NORTH OAKLAND STREET
ARLINGTON,VA22203 		  PC CORE MISSION SUPPORT 5,000

SIGMA CHI FOUNDATION

1714 HINMAN AVENUE
EVANSTON,IL602014517 		  PC WILLIAM W. GEORGE AUTHENTIC LEADERSHIP CERTIFICATE 50,000

SMU GIFT ADMINISTRATION

PO BOX 750402
DALLAS,TX75275 		  PC TATE LECTURE SERIES 1,000

SOJOURNERS

408 C STREET NE
WASHINGTON,DC20002 		  PC CORE MISSION SUPPORT 25,000

SOMALI SUCCESS SCHOOL

2812 EAST 26TH STREET
MINNEAPOLIS,MN55406 		  PC CORE MISSION SUPPORT 25,000

SPOON FOUNDATION

25 NORTHWEST 23RD PLACE SUITE 6 170
PORTLAND,OR97210 		  PC CORE MISSION SUPPORT 1,000

TEACH FOR ALL

25 BROADWAY 12TH FLOOR
NEW YORK,NY100041056 		  PC GLOBAL LEADERSHIP ACCELERATOR TO OFFER FLAGSHIP LEADERSHIP DEVELOPMENT PROGRAMS THAT CULTIVATE AUTHENTIC LEADERSHIP 20,000

TERGAR INTERNATIONAL

1621 E HENNEPIN AVENUE SUITE 210
MINNEAPOLIS,MN55414 		  PC ANYTIME ANYWHERE MEDITATION COURSE & SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 43,850

TEXAS CIVIL RIGHTS PROJECT

1405 MONTOPOLIS DRIVE
AUSTIN,TX78641 		  PC CORE MISSION SUPPORT 1,000

TEXAS PUBLIC RADIO

IRMA EMILIO NICOLAS MEDIA CENTER
321 W COMMERCE
SAN ANTONIO,TX78205 		  PC CORE MISSION SUPPORT 5,000

TEXAS WOMEN'S FOUNDATION

8150 NORTH CENTRAL EXPRESSWAY SUITE
110
DALLAS,TX75206 		  PC CORE MISSION SUPPORT 1,000

THE CENTER FOR MIND-BODY MEDICINE

5335 WISCONSIN AVE NW SUITE 440
WASHINGTON,DC20015 		  PC CORE MISSION SUPPORT 25,000

THE FILM SOCIETY OF MINNEAPOLIS ST PAUL

125 SE MAIN STREET SUITE 341
MINNEAPOLIS,MN55414 		  PC CORE MISSION SUPPORT 10,000

THE HOCKADAY SCHOOL

1600 WELCH ROAD
DALLAS,TX75229 		  PC CORE MISSION SUPPORT 11,666

THE ITASCA PROJECT PART OF GREATER MSP PARTNERSHIP

370 OSBORN SUITE 800
ST PAUL,MN55102 		  PC CORE MISSION SUPPORT 20,000

THE LOPPET FOUNDATION

1301 THEODORE WIRTH PKWY
MINNEAPOLIS,MN554224253 		  PC LOPPET ADVENTURES - YOUTH OUTDOOR WELLNESS PROGRAMMING 25,000

THE MINNEAPOLIS FOUNDATION

80 SOUTH 8TH STREET
MINNEAPOLIS,MN55402 		  PC 1867 FOUNDER'S CIRCLE 10,000

THE NATURE CONSERVANCY

1101 W RIVER PARKWAY SUITE 200
MINNEAPOLIS,MN55415 		  PC RESILIENT WATERS PROGRAM 20,000

THE SANNEH FOUNDATION

1276 UNIVERSITY AVE W
SAINT PAUL,MN55104 		  PC CORE MISSION SUPPORT 20,000

TIDES CENTER

PO BOX 29907
SAN FRANCISCO,CA94129 		  PC IM4US CORE MISSION SUPPORT 17,500

TWIN CITIES PUBLIC TELEVISION

172 4TH STREET EAST
SAINT PAUL,MN55101 		  PC CORE MISSION SUPPORT 15,000

UCSF FOUNDATION

PO BOX 45339
SAN FRANCISCO,CA941450339 		  PC OSHER CENTER 8,300

UNITED WAY OF METROPOLITAN DALLAS

1800 NORTH LAMAR STREET
DALLAS,TX75202 		  PC SOCIAL INNOVATION ACCELERATOR PROGRAM 7,500

UNIVERSITY OF MINNESOTA FOUNDATION

HUMPHREY SCHOOL OF PUBLIC AFFAIRS
301-19TH AVE SOUTH
MINNEAPOLIS,MN55455 		  PC MONDALE DIALOGUES AND HUMPHREY POLICY FELLOWS 35,000

UNIVERSITY OF ST THOMAS

2115 SUMMIT AVENUE
SAINT PAUL,MN55105 		  PC MORRISON FAMILY COLLEGE OF HEALTH GEORGE FAMILY WHOLE-PERSON HEALTH INITIATIVE 56,441

URBAN STRATEGIES INC

100 N BROADWAY SUITE 1110
ST LOUIS,MO63102 		  PC CORE MISSION SUPPORT FOR GREEN GARDEN BAKERY 25,000

VAIL SYMPOSIUM

PO BOX 3038
VAIL,CO81658 		  PC CORE MISSION SUPPORT 2,500

VAIL VETERANS FOUNDATION INC

12 VAIL ROAD SUITE 200
VAIL,CO81657 		  PC CORE MISSION SUPPORT 2,500

VOTE RUN LEAD

PO BOX 56
HARTSDALE,NY105300056 		  PC CORE MISSION SUPPORT 20,000

VOYAGEUR OUTWARD BOUND SCHOOL

1650 CARROLL AVENUE
SAINT PAUL,MN55104 		  PC VOBS COMMUNITY PARTNER PROGRAMMING 20,000

WALK-IN COUNSELING CENTER

2421 CHICAGO AVENUE
MINNEAPOLIS,MN554043845 		  PC CORE MISSION SUPPORT 5,000

WALKING MOUNTAINS SCIENCE CENTER

318 WALKING MOUNTAINS LANE
AVON,CO81620 		  PC SWEETWATER CAPACITY AND PROGRAM PLANNING, A TASTE ON NATURE AND CORE MISSION 70,000

WALLIN EDUCATION PARTNERS

451 LEXINGTON PKWY N STE 100
SAINT PAUL,MN551044637 		  PC OPPORTUNITY PATHWAYS PROGRAM & SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 33,850

WILDERNESS INQUIRY

1611 COUNTY ROAD B WEST SUITE 315
ST PAUL,MN55113 		  PC CORE MISSION SUPPORT 28,850

WOLF RIDGE ENVIRONMENTAL LEARNING CENTER

6282 CRANBERRY ROAD
FINLAND,MN55603 		  PC CORE MISSION SUPPORT 25,000

WOMEN MOVING MILLIONS INC

19 FULTON STREET SUITE 301
NEW YORK CITY,NY10038 		  PC CORE MISSION SUPPORT & SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 13,850

WOMEN WINNING

2610 UNIVERSITY AVENUE WEST
ST PAUL,MN55114 		  PC SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 3,850

WOMEN'S FOUNDATION OF MINNESOTA

105 5TH AVE S STE 300
MINNEAPOLIS,MN554016050 		  PC YOUNG WOMEN'S CABINET 30,000

YMCA METRO CHICAGO

1030 WEST VAN BUREN STREET
CHICAGO,IL60607 		  PC SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 3,850

YMCA OF METROPOLITAN LOS ANGELES

4301 W 3RD STREET
LOS ANGELES,CA90020 		  PC SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 3,850

YMCA OF SAN DIEGO

3708 RUFFIN ROAD
SAN DIEGO,CA92123 		  PC SUPPLEMENTAL GRANTS FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 15,400

YMCA OF SAN FRANCISCO

169 STEUART STREET
SAN FRANCISCO,CA94111 		  PC SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 15,400

YMCA OF THE NORTH

651 NICOLLET AVENUE SUITE 500
MINNEAPOLIS,MN55402 		  PC GEORGE WELLBEING INITIATIVE, SUPPLEMENTAL TRUE NORTH LEADERSHIP PROGRAM AT 1440 AND IM4US CONFERENCE 1,038,245

YMCA OF THE TRIANGLE

801 CORPRATE CENTER DRIVE
RALEIGH,NC27606 		  PC SUPPLEMENTAL GRANT FOR TRUE NORTH LEADERSHIP PROGRAM AT 1440 3,850

YOUTH LEADERSHIP INITIATIVE

5500 38TH AVE SOUTH
MINNEAPOLIS,MN55417 		  PC CORE MISSION SUPPORT 27,700

YOUTHPOWER365

90 BENCHMARK RD SUITE 300
AVON,CO816206550 		  PC CORE MISSION SUPPORT 30,000

YWCA OF MINNEAPOLIS

1130 NICOLLET MALL
MINNEAPOLIS,MN55403 		  PC YWCA MINNEAPOLIS GIRLS AND YOUTH PROGRAMMING 30,000
Total .................................right arrow 3a 5,017,464
bApproved for future payment

ACADEMY FOR INTEGRATIVE HEALTH & MEDICINE
6919 LA JOLLA BLVD
LA JOLLA,CA920375427 		  PC CORE MISSION SUPPORT 25,000

ALLINA HEALTH
3915 GOLDEN VALLEY ROAD
GOLDEN VALLEY,MN55422 		  PC BUILDING A SYSTEM-WIDE COMPREHENSIVE PERSONALIZED PREVENTION SERVICES 300,000

ANNEX TEEN CLINIC
5810 42ND AVE N
ROBBINSDALE,MN55422 		  PC REIMAGINING CONSENT EDUCATION: HELPING YOUNG PEOPLE LIVE THEIR VALUES THROUGH EMBODIED CONSENT PRACTICE 25,000

AUBURN THEOLOGICAL SEMINARY
475 RIVERSIDE DRIVE SUITE 1800
NEW YORK,NY101150002 		  PC CORE MISSION SUPPORT 50,000

BETA PSI FOUNDATION INC
1151 HAMMOND DRIVE NE SUITE 240
ATLANTA,GA30346 		  PC LEADERSHIP FOR LIFE AND SCHOLARSHIPS 30,000

BRAVER ANGELS
733 THIRD AVENUE 16TH FLOOR
NEW YORK,NY10017 		  PC CORE MISSION SUPPORT 10,000

CAFE MOMENTUM
1510 PACIFIC AVENUE
DALLAS,TX75201 		  PC CORE MISSION SUPPORT 20,000

CARLETON COLLEGE
1 NORTH COLLEGE STREET
NORTHFIELD,MN550574001 		  PC GEORGE FELLOWS 10,000

CENTER FOR THE STUDY OF POLITICS AND GOVERNANCE
200 OAK ST SE STE 500
MINNEAPOLIS,MN55455 		  PC HUMPHREY POLICY FELLOWS 30,000

COLLEGE POSSIBLE
755 PRIOR AVENUE NORTH SUITE 200
ST PAUL,MN551041063 		  PC CORE MISSION SUPPORT 25,000

COMPASSION & CHOICES
101 SW MADISON STREET UNIT 8009
PORTLAND,OR972072118 		  PC CORE MISSION SUPPORT 10,000

CONSERVATION MINNESOTA
1101 WEST RIVER PKWY SUITE 250
MINNEAPOLIS,MN55415 		  PC CONSERVATION CREW PROGRAM 15,000

CULTURAL WELLNESS CENTER
2025 PORTLAND AVENUE SOUTH
MINNEAPOLIS,MN55404 		  PC CORE MISSION SUPPORT 40,000

DESTINY ARTS CENTER
970 GRACE AVE
OAKLAND,CA94608 		  PC CORE MISSION SUPPORT 25,000

DUKE UNIVERSITY
DUKE UNIVERSITY BOX 90600
DURHAM,NC27708 		  PC THE PENNY PILGRAM GEORGE WOMEN'S LEADERSHIP INITIATIVE (PPGWLI) 460,000

ENRICHING LIVES THROUGH MUSIC
2955 KERNER BOULEVARD SUITE B
SAN RAFAEL,CA94901 		  PC CORE MISSION SUPPORT 25,000

FAITH IN PUBLIC LIFE
50 F STREET
WASHINGTON,DC20001 		  PC CORE MISSION SUPPORT 35,000

FAMILY TREE CLINIC
1919 NICOLLET AVENUE
MINNEAPOLIS,MN554033747 		  PC CORE MISSION SUPPORT 40,000

GENESYS WORKS - TWIN CITIES
445 MINNESOTA ST SUITE 720
SAINT PAUL,MN55101 		  PC CORE MISSION SUPPORT 25,000

GEORGIA TECH FOUNDATION INC
760 SPRING STREET SUITE 400
ATLANTA,GA30308 		  PC GEORGE FELLOWS IN THE ISYE PROGRAM STUDYING AND RESEARCHING IN THE AREA OF HEALTH SYSTEMS 40,000

GIRLS INC OF METROPOLITAN DALLAS
2040 EMPIRE CENTRAL
DALLAS,TX752354304 		  PC CORE MISSION SUPPORT 15,000

GUTHRIE THEATER
818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415 		  PC GUTHRIE THEATER ILLUMINATE CAMPAIGN - ARTISTIC INNOVATION FUND 125,000

HARVARD UNIVERSITY - CENTER FOR PUBLIC LEADERSHIP
79 JFK STREET BOX 124
CAMBRIDGE,MA02138 		  PC GEORGE LEADERSHIP FELLOWS 184,686

INTERFAITH AMERICA
141 W JACKSON BLVD STE 3200
CHICAGO,IL606043208 		  PC CORE MISSION SUPPORT 75,000

IRREDUCIBLE GRACE FOUNDATION
643 VIRGINIA STREET
SAINT PAUL,MN55103 		  PC CORE MISSION SUPPORT 25,000

JUXTAPOSITION ARTS INC
2007 EMERSON AVENUE NORTH
MINNEAPOLIS,MN55411 		  PC CORE MISSION SUPPORT 20,000

LUNDSTRUM PERFORMING ARTS
1617 NORTH SECOND STREET
MINNEAPOLIS,MN55411 		  PC CORE MISSION SUPPORT 15,000

MACPHAIL CENTER FOR MUSIC
501 SOUTH SECOND STREET
MINNEAPOLIS,MN55401 		  PC NORTH MINNEAPOLIS MUSIC EDUCATION CONTINUUM 15,000

MARNITA'S TABLE
2136 PENN AVE S
MINNEAPOLIS,MN55405 		  PC CORE MISSION SUPPORT 25,000

MICROGRANTS
100 NORTH SIXTH STREET SUITE 626B
MINNEAPOLIS,MN55403 		  PC CORE MISSION SUPPORT 20,000

MINDFUL LIFE PROJECT
1001 CANAL BOULEVARD SUITE A
RICHMOND,CA94804 		  PC CORE MISSION SUPPORT 12,500

MINNESOTA COUNCIL OF CHURCHES
122 W FRANKLIN AVE STE 100
MINNEAPOLIS,MN554042444 		  PC CORE MISSION SUPPORT 25,000

NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW
WASHINGTON,DC20001 		  PC PROTECTING & CONNECTING WILDLIFE & COMMUNITIES IN THE GREATER YELLOWSTONE TO BUILDING ECOSYSTEM RESILIENCE TO CLIMATE CHANGE 65,000

NEIGHBORHOOD HOUSE
179 ROBIE STREET EAST
SAINT PAUL,MN55107 		  PC LATINO LEADERSHIP PROGRAM 20,000

ONE HEART WORLDWIDE
756 LAKE CREST DRIVE
BIRMINGHAM,AL35226 		  PC BIRTHING CENTER 5,000

PAGE EDUCATION FOUNDATION
901 N 3RD ST SUITE 355
MINNEAPOLIS,MN55401 		  PC CORE MISSION SUPPORT 30,000

PILLSBURY UNITED COMMUNITIESPILLSBURY HOUSE THEATRE
3501 CHICAGO AVENUE SOUTH
MINNEAPOLIS,MN55407 		  PC CORE MISSION SUPPORT 20,000

POETIC
PO BOX 132633
DALLAS,TX753132633 		  PC CORE MISSION SUPPORT 20,000

PROJECT SUCCESS
1 GROVELAND TERRACE SUITE 300
MINNEAPOLIS,MN55403 		  PC CORE MISSION SUPPORT 30,000

SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON STREET
SAN FRANCISCO,CA94115 		  PC BREAKTHROUGH SUMMERBRIDGE 12,500

SIGMA CHI FOUNDATION
1714 HINMAN AVENUE
EVANSTON,IL602014517 		  PC WILLIAM W. GEORGE AUTHENTIC LEADERSHIP CERTIFICATE 50,000

TEACH FOR ALL
25 BROADWAY 12TH FL
NEW YORK,NY100041056 		  PC GLOBAL LEADERSHIP ACCELERATOR TO OFFER FLAGSHIP LEADERSHIP DEVELOPMENT PROGRAMS THAT CULTIVATE AUTHENTIC LEADERSHIP 20,000

TERGAR INTERNATIONAL
1621 E HENNEPIN AVENUE SUITE 210
MINNEAPOLIS,MN55414 		  PC ANYTIME ANYWHERE MEDITATION COURSE 20,000

THE CENTER FOR MIND-BODY MEDICINE
5335 WISCONSIN AVENUE NW SUITE 440
WASHINGTON,DC20015 		  PC CORE MISSION SUPPORT 25,000

THE LOPPET FOUNDATION
1301 THEODORE WIRTH PKWY
MINNEAPOLIS,MN554224253 		  PC LOPPET ADVENTURES - YOUTH OUTDOOR WELLNESS PROGRAMMING 25,000

UNIVERSITY OF MINNESOTA FOUNDATION
HUMPHREY SCHOOL OF PUBLIC AFFAIRS
301-19TH AVE SOUTH
MINNEAPOLIS,MN55455 		  PC MONDALE DIALOGUES 5,000

UNIVERSITY OF ST THOMAS
2115 SUMMIT AVENUE
SAINT PAUL,MN55105 		  PC CORE MISSION SUPPORT 110,225

URBAN STRATEGIES INC
100 N BROADWAY SUITE 110
ST LOUIS,MO63102 		  PC GREEN GARDEN BAKERY 25,000

VOTE RUN LEAD
224 WEST 35TH STREET SUITE 500
NEW YORK,NY10001 		  PC CORE MISSION SUPPORT 25,000

WALKING MOUNTAINS SCIENCE CENTER
318 WALKING MOUNTAINS LANE
AVON,CO81620 		  PC SWEETWATER CAPACITY AND PROGRAM PLANNING 30,000

WILDERNESS INQUIRY
1611 COUNTY ROAD B WEST SUITE 315
ST PAUL,MN55113 		  PC CORE MISSION SUPPORT 25,000

WOLF RIDGE ENVIRONMENTAL LEARNING CENTER
6282 CRANBERRY ROAD
FINLAND,MN55603 		  PC CORE MISSION SUPPORT 25,000

YMCA OF THE NORTH
651 NICOLLET AVENUE SUITE 500
MINNEAPOLIS,MN55402 		  PC GEORGE WELLBEING INITIATIVE 1,000,000

YWCA OF MINNEAPOLIS
1130 NICOLLET MALL
MINNEAPOLIS,MN55403 		  PC YWCA MINNEAPOLIS GIRLS AND YOUTH PROGRAMMING 30,000
Total ................................. right arrow 3b 3,414,911
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 ........... 		    14 572,124  
4 Dividends and interest from securities ....     14 776,627  
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 .....     14 4,652  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,217,445  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,570,848 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,570,848
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
GEORGE FAMILY FOUNDATION
 
Employer identification number

41-1730855
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 331/3% 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 ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
GEORGE FAMILY FOUNDATION
  		Employer identification number
41-1730855
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
WILLIAM W GEORGE CHARITABLE LEAD UNITRUST
 
200 SOUTH SIXTH STREET SUITE 400
 
MINNEAPOLIS, MN55402

$ 138,451


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ANN PILGRAM GEORGE CHARITABLE LEAD UNITRUST
 
200 SOUTH SIXTH STREET SUITE 400
 
MINNEAPOLIS, MN55402

$ 138,467


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
WILLIAM W AND ANN PILGRAM GEORGE
200 SOUTH SIXTH STREET SUITE 400
 
MINNEAPOLIS, MN55402

$ 4,523,725


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
GEORGE FAMILY FOUNDATION
  		Employer identification number

41-1730855
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
3
 6,103 SHARES NVIDIA CORPORATION $ 750,120 2024-06-25
(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
GEORGE FAMILY FOUNDATION
  		Employer identification number

41-1730855
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:  

TY 2024 AccountingFeesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 43,629 0   43,629

TY 2024 AllOthProgRltdInvestmentsSch
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category Amount
NONE 0

TY 2024 DistributionFromCorpusElection
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Election:
SEE GENERAL EXPLANATION STATEMENT

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
THE 1440 FOUNDATION
  		895 BETHANY DRIVE
SCOTTS VALLEY,CA95066 		2024-01-31 100,000 2023 TRUE NORTH LEADERSHIP PROGRAM 100,000 NONE 12/31/24   TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, NO PORTION OF THE GRANTED FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT AS SET FORTH ABOVE.

TY 2024 GeneralExplanationAttachment
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Identifier Return Reference Explanation
  FORM 990PF PT XIII LN 4C - ELECTION UNDER REG SEC 53.4942(A)-3(D)(2) ELECTION UNDER REG SECTION 53.4942(A)-3(D)(2) TO TREAT EXCESS QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUSSTATEMENT REGARDING QUALIFYING STATUS AS A CONDUIT PRIVATE FOUNDATIONPURSUANT TO IRC SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE TAXPAYER HEREBY ELECTS TO TREAT THE CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $2,427,239 AS BEING MADE OUT OF CORPUS.PURSUANT TO IRC SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2)(IV), THE TAXPAYER HEREBY ELECTS TO TREAT AS CURRENT DISTRIBUTION OUT OF CORPUS $2,304,986, $198,060, AND $596,753, WHICH WERE PREVIOUSLY DISTRIBUTED IN 2019, 2020, AND 2022, RESPECTIVELY, AND CARRIED OVER. THE TAXPAYER ALSO HEREBY ELECTS TO TREAT SUCH AMOUNTS AS A DISTRIBUTION OUT OF CORPUS UNDER TREASURY REGULATIONS SECTION 53.9492(A)-3(D)(1)(III). THE TAXPAYER IS ALLOWED TO MAKE SUCH ELECTIONS BECAUSE (1) SUCH AMOUNTS HAVE NOT BEEN AVAILED OF FOR ANY OTHER PURPOSE BY THE TAXPAYER, (2) SUCH CORPUS DISTRIBUTIONS OCCURRED WITHIN THE PRECEDING FIVE YEARS, AND (3) SUCH AMOUNTS WILL NOT LATER BE AVAILED OF FOR ANY OTHER PURPOSE.AS SUCH, THE TAXPAYER MEETS THE REQUIREMENTS OF IRC SECTION 170(B)(1)(A)(VII), 170(B)(1)(F)(II), AND 4942(H) IN THAT (A) THE TAXPAYER HAD NO REMAINING UNDISTRIBUTABLE INCOME FROM ANY PRIOR TAX YEAR, (B) THE TAXPAYER DISTRIBUTED ALL OF ITS DISTRIBUTABLE AMOUNT FOR 2024 SO THAT THERE WAS NO UNDISTRIBUTABLE AMOUNT FOR 2024, AND (C) THE TAXPAYER MADE QUALIFYING DISTRIBUTIONS OUT OF CORPUS IN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED BY THE TAXPAYER DURING 2024. THEREFORE, THE TAXPAYER IS A CONDUIT PRIVATE FOUNDATION IN 2024 AND QUALIFIES AS A 60% CHARITY.__________________________________________SIGNATURE OF OFFICER

TY 2024 InvestmentsCorpBondsSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA CORPORATION HYBRID MTN 07/21/2028 301,172 301,073
MITSUBISHI UFJ FIN GRP 2.193% 02/25/2025 SR LIEN 250,000 250,961
PIEDMONT NATURAL GAS CO 3.5% 06/01/2029 USD SR LIEN 205,796 212,732
THE BANK OF NOVA SCOTIA HYBRID 11/10/2032 USD SR LIEN CPN 09/11/24 4.74% 211,292 210,676
JPMORGAN CHASE & CO. HYBRID 03/13/2026 SR LIEN CPN 03/13/20 2.005% 205,308 209,780
SANTANDER UK GROUP HOLDINGS PLC HYBRID 08/21/2026 195,578 204,388
BRISTOL-MYERS SQUIBB CO 1.45% 11/13/2030 USD SR LIEN 202,067 204,289
BANCO SANTANDER, S.A. HYBRID 09/14/2027 USD SR LIEN CPN 09/14/21 1.722% 185,153 190,080
ING GROEP N.V. HYBRID 04/01/2032 USD SR LIEN CPN 04/01/21 2.727% 184,113 186,503
INTERCONTINENTAL EXCHANGE, INC. 3.75% 09/21/2028 USD SR LIEN 181,157 182,885
AIR LEASE CORPORATION 2.1% 09/01/2028 USD SR LIEN 172,581 176,286
EATON CORPORATION 4.15% 03/15/2033 USD SR LIEN 171,375 175,262
DOMINION ENERGY INC 3.3% 03/15/2025 SER A SR LIEN 166,734 168,000
S&P GLOBAL INC 2.7% 03/01/2029 USD SER WI SR LIEN 162,370 164,516
PFIZER INC 2.625% 04/01/2030 USD SR LIEN 165,592 164,441
AMERICAN EXPRESS CO HYBRID 07/26/2028 USD SR LIEN CPN 07/26/24 5.043% 158,161 161,214
HEALTHPEAK OP, LLC 3.5% 07/15/2029 USD SR LIEN 158,613 159,988
THE CIGNA GROUP 5.125% 05/15/2031 USD SR LIEN 156,369 158,265
IBM INTERNATIONAL CAPITAL PTE. LTD. 4.75% 02/05/2031 USD SR LIEN 148,967 153,521
MONDELEZ INTERNATIONAL 1.875% 10/15/2032 USD SR LIEN 158,199 151,671
PERKINELMER INC 3.3% 09/15/2029 USD SR LIEN 144,532 147,295
AIR PRODUCTS & CHEMICALS 1.85% 05/15/2027 USD SR LIEN 144,789 146,060
CVS HEALTH CORPORATION 3.25% 08/15/2029 USD SR LIEN 143,310 141,209
WYETH LLC 6.0% 02/15/2036 SER B SR LIEN 139,848 140,986
NXP BV/NXP FDG/NXP USA 4.3% 06/18/2029 USD SR LIEN 141,958 140,013
GATX CORP 4.7% 04/01/2029 USD SR LIEN 136,338 139,756
FISERV, INC. 3.5% 07/01/2029 USD SR LIEN 140,417 139,528
CITIGROUP INC. HYBRID 01/29/2031 USD SR LIEN CPN 01/29/20 2.666% 135,486 138,870
BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 USD SR LIEN 137,210 137,229
JOHNSON CONTROLS/TYCO FI 2.0% 09/16/2031 USD SR LIEN 137,082 137,193
AIR PRODUCTS & CHEMICALS 2.05% 05/15/2030 USD SR LIEN 136,120 136,706
HOME DEPOT INC 1.375% 03/15/2031 USD SR LIEN 133,958 134,325
EBAY INC. 2.6% 05/10/2031 USD SR LIEN 130,672 131,598
ENBRIDGE INC 2.5% 08/01/2033 USD SR LIEN 149,574 130,127
ALEXANDRIA REAL ESTATE EQUITIES, INC. 2.95% 03/15/2034 USD SR LIEN 144,088 127,315
CROWN CASTLE INTL CORP 3.3% 07/01/2030 USD SR LIEN 118,932 123,028
BAXTER INTERNATIONAL INC 2.272% 12/01/2028 USD SR LIEN 119,940 121,927
AGILENT TECHNOLOGIES INC 2.75% 09/15/2029 USD SR LIEN 113,407 118,223
DOW CHEMICAL CO/THE 4.25% 10/01/2034 USD SR LIEN 124,160 116,827
KINDER MORGAN ENERGY PRTNRS LP 5.8% 03/15/2035 SR LIEN 113,286 115,670
MORGAN STANLEY HYBRID MTN 10/20/2032 USD SR LIEN CPN 10/19/21 2.511% 109,585 108,740
REPUBLIC SERVICES, INC. 2.375% 03/15/2033 USD SR LIEN 118,240 105,414
EUROPEAN INVESTMENT BANK 1.25% 02/14/2031 SR LIEN 117,783 105,405
CAPITAL ONE FINANCIAL CORPORATION HYBRID 03/01/2030 USD 81,287 104,776
BROADCOM INC. 4.75% 04/15/2029 USD SER WI SR LIEN 103,429 103,364
EVERSOURCE ENERGY 3.375% 03/01/2032 USD SR LIEN 97,498 99,348
AT&T INC. 2.55% 12/01/2033 USD SR LIEN 115,198 98,595
MORGAN STANLEY HYBRID 04/20/2028 USD SR LIEN CPN 04/20/22 4.21% 96,996 96,401
MORGAN STANLEY HYBRID MTN 01/24/2029 USD SR LIEN CPN 01/23/18 3.772% 91,077 92,160
BANK OF MONTREAL HYBRID 12/15/2032 USD SUB LIEN CPN 12/12/17 3.803% 86,690 92,027
TRUIST FINANCIAL CORPORATION HYBRID MTN 01/26/2029 85,146 88,389
ERP OPERATING LP 1.85% 08/01/2031 USD SR LIEN 86,575 86,621
U.S. BANCORP HYBRID MTN 01/27/2033 USD SR LIEN CPN 01/27/22 2.677% 85,188 85,561
THE BANK OF NOVA SCOTIA HYBRID 09/08/2028 USD SR LIEN CPN 09/11/24 4.404% 84,273 85,275
SALESFORCE.COM, INC. 1.5% 07/15/2028 USD SR LIEN 84,910 85,111
GENERAL MOTORS FINL CO 3.1% 01/12/2032 USD SR LIEN 90,293 81,888
VERIZON COMMUNICATIONS 1.5% 09/18/2030 USD SR LIEN 80,270 81,780
ORACLE CORPORATION 3.85% 07/15/2036 USD SR LIEN 79,182 81,353
PNC FINANCIAL SERVICES GROUP, INC., THE HYBRID 04/23/2032 79,875 81,174
INTEL CORPORATION 2.45% 11/15/2029 USD SR LIEN 82,663 81,030
FEDEX CORPORATION 4.9% 01/15/2034 USD SR LIEN 87,660 80,835
INTEL CORPORATION 5.15% 02/21/2034 USD SR LIEN 79,310 78,260
TRANS-CANADA PIPELINES 4.625% 03/01/2034 USD SR LIEN 84,442 74,733
CITIGROUP INC. HYBRID 01/25/2026 SR LIEN CPN 10/25/24-01/24/25 2.014% 63,352 65,422
SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN 70,877 64,419
MORGAN STANLEY HYBRID 12/10/2026 USD SR LIEN CPN 12/10/20 0.985% 32,961 33,774
CITIGROUP INC. HYBRID 01/28/2027 USD SR LIEN CPN 01/28/21 1.122% 29,187 29,918
DOWDUPONT INC. 4.493% 11/15/2025 USD SR LIEN 28,060 28,091
BANK OF NEW YORK MELLON CORPORATION (THE) HYBRID MTN 04/26/2034 26,735 27,698
RELX CAPITAL INC 3.0% 05/22/2030 USD SR LIEN 27,731 27,345
CAPITAL ONE FINANCIAL CORPORATION HYBRID 07/29/2032 24,380 23,708
UDR INC MTN 3.2% 01/15/2030 USD SR LIEN 22,382 23,258
PEPSICO, INC. 3.9% 07/18/2032 USD SR LIEN 19,844 20,010
AMERIPRISE FINANCIAL, INC. 5.15% 05/15/2033 USD SR LIEN 19,183 19,077
ORACLE CORPORATION 2.5% 04/01/2025 SR LIEN 19,072 19,010
BANK OF AMERICA CORPORATION HYBRID MTN 02/04/2028 16,852 17,351
CENTERPOINT ENERGY RESOURCES CORP. 5.25% 03/01/2028 USD SR LIEN 15,909 16,432
AMERICAN TOWER CORP 3.8% 08/15/2029 USD SR LIEN 15,239 15,388
INTEL CORPORATION 5.125% 02/10/2030 USD SR LIEN 14,139 14,159
AIR LEASE CORP 1.875% 08/15/2026 USD SR LIEN 13,233 13,443
HUMANA INC. 5.95% 03/15/2034 USD SR LIEN 13,062 13,320
AT&T INC. 2.75% 06/01/2031 USD SER * SR LIEN 15,460 13,084
HOME DEPOT, INC. (THE) 2.7% 04/15/2025 SR LIEN 12,955 13,009
ILLUMINA, INC 2.55% 03/23/2031 USD SR LIEN 13,242 12,881
TARGET CORPORATION 4.5% 09/15/2032 USD SR LIEN 12,518 12,749
CITIZENS FINANCIAL GROUP 3.25% 04/30/2030 USD SR LIEN 12,576 12,727
JPMORGAN CHASE & CO. HYBRID 02/04/2027 USD 12,370 12,545
TRUIST FINANCIAL CORPORATION HYBRID MTN 03/02/2027 12,090 12,521
PNC FINANCIAL SERVICES HYBRID 06/12/2029 11,855 12,244
NXP B.V. 2.5% 05/11/2031 USD SER WI SR LIEN 11,638 11,985
BANK OF AMERICA CORPORATION HYBRID MTN 07/23/2030 10,755 11,228
DOW CHEMICAL CO/THE 5.15% 02/15/2034 USD SR LIEN 10,947 10,973
CROWN CASTLE INTL CORP 3.1% 11/15/2029 USD SR LIEN 11,154 10,962
WYETH LLC 5.95% 04/01/2037 USD SR LIEN 10,582 10,592
U.S. BANCORP HYBRID 10/21/2033 USD SR LIEN CPN 10/21/22 5.85% 10,666 10,338
AUTONATION INC 4.75% 06/01/2030 USD SR LIEN 9,618 9,693
EVERSOURCE ENERGY 5.85% 04/15/2031 USD SR LIEN 8,988 9,351
TORONTO-DOMINION BANK 5.264% 12/11/2026 USD SR LIEN 9,074 9,121
WALT DISNEY COMPANY/THE 3.7% 10/15/2025 USD SR LIEN 8,949 9,017
AIR PRODUCTS & CHEMICALS 4.85% 02/08/2034 USD SR LIEN 9,003 8,967
BERRY GLOBAL INC 1.57% 01/15/2026 USD SR LIEN 8,689 8,750
BANK OF NOVA SCOTIA 5.65% 02/01/2034 USD SR LIEN 7,961 8,338
CENTERPOINT ENERGY RES 5.4% 03/01/2033 USD SR LIEN 8,294 8,180
ENBRIDGE INC 5.625% 04/05/2034 USD SR LIEN 7,841 8,158
REALTY INCOME CORPORATION 4.85% 03/15/2030 USD SR LIEN 7,927 8,063
WASTE MANAGEMENT INC 1.5% 03/15/2031 USD SR LIEN 7,261 7,367
HORMEL FOODS CORP 1.8% 06/11/2030 USD SR LIEN 6,954 6,839
NIKE, INC. 2.375% 11/01/2026 USD SR LIEN 6,678 6,775
AMERIPRISE FINANCIAL, INC. 4.5% 05/13/2032 USD SR LIEN 6,842 6,771
JPMORGAN CHASE & CO. HYBRID 04/22/2027 USD SR LIEN CPN 04/22/21 1.578% 6,525 6,740
DUKE ENERGY PROGRESS LLC 3.45% 03/15/2029 USD SR LIEN 6,543 6,704
XCEL ENERGY INC 4.6% 06/01/2032 USD SR LIEN 6,546 6,690
UNITEDHEALTH GROUP INCORPORATED 4.2% 05/15/2032 USD SR LIEN 6,625 6,635
VERIZON COMMUNICATIONS INC. 4.4% 11/01/2034 USD SR LIEN 6,722 6,538
UNITEDHEALTH GROUP INC 5.35% 02/15/2033 USD SR LIEN 6,090 6,158
LOWE'S COMPANIES, INC. 5.15% 07/01/2033 USD SR LIEN 5,087 5,103
MPLX LP 4.8% 02/15/2029 USD SR LIEN 5,503 5,047
GS FS TRSY SOLUTIONS MM FUND MUTUAL FUND 1 1
CALVERT HIGH YIELD BOND FUND CLASS I SHARES 2,402,043 2,229,168

TY 2024 InvestmentsCorpStockSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Name of Stock End of Year Book Value End of Year Fair Market Value
PGIM HIGH YIELD FUND CLASS Z 2,606,276 2,369,200
APPLE INC. CMN 472,509 860,443
NVIDIA CORPORATION CMN 141,206 748,130
MICROSOFT CORPORATION CMN 417,304 709,385
AMAZON.COM INC CMN 325,877 463,571
META PLATFORMS INC-CLASS A CMN CLASS A 156,469 289,242
TESLA, INC. CMN 174,748 253,612
ALPHABET INC. CMN CLASS A 125,840 251,580
ALPHABET INC. CMN CLASS C 98,941 207,770
JPMORGAN CHASE & CO CMN 76,290 154,373
ELI LILLY & CO CMN 43,358 138,188
VISA INC. CMN CLASS A 82,592 120,095
UNITEDHEALTH GROUP INCORPORATED CMN 78,590 105,725
MASTERCARD INCORPORATED CMN CLASS A 65,077 98,469
PROCTER & GAMBLE COMPANY (THE) CMN 76,088 89,190
WALMART INC CMN 49,959 89,114
THE HOME DEPOT, INC. CMN 67,908 87,523
SALESFORCE INC CMN 44,322 73,308
ABBVIE INC CMN 45,555 70,902
BANK OF AMERICA CORP CMN 46,555 68,650
MERCK & CO., INC. CMN 49,153 57,378
COCA-COLA COMPANY (THE) CMN 46,185 54,664
INTAPP, INC. CMN 30,729 54,477
CISCO SYSTEMS, INC. CMN 40,003 54,405
WELLS FARGO & COMPANY CMN 23,235 54,085
ACCENTURE PLC CMN CLASS A 36,537 49,251
PEPSICO, INC. CMN 45,492 47,264
INTL BUSINESS MACHINES CORP CMN 27,386 46,164
MC DONALDS CORP CMN 44,477 45,803
MACOM TECHNOLOGY SOLUTIONS CMN 6,347 45,469
LINDE PLC CMN 29,481 44,798
ADOBE INC CMN 46,063 44,468
ABBOTT LABORATORIES CMN 40,894 44,000
WALT DISNEY COMPANY (THE) CMN 48,930 43,627
ADVANCED MICRO DEVICES, INC. CMN 66,595 43,243
MORGAN STANLEY CMN 20,386 41,360
GE AEROSPACE CMN 34,170 41,266
BLACKROCK FUNDING, INC. CMN 26,369 41,004
RBC BEARINGS INCORPORATED CMN 6,772 40,384
CATERPILLAR INC (DELAWARE) CMN 18,208 40,266
QUALCOMM INC CMN 33,009 39,327
SPX TECHNOLOGIES INC CMN 14,072 39,290
AMERICAN EXPRESS CO. CMN 16,329 38,879
VERIZON COMMUNICATIONS, INC. CMN 49,355 37,871
S&P GLOBAL INC. CMN 27,834 37,850
GLOBUS MEDICAL INC CMN CLASS A 8,420 36,310
AT&T INC. CMN 34,171 36,113
DESCARTES SYSTEMS GRP (THE) CMN 9,885 35,784
HOULIHAN LOKEY, INC. CMN 9,146 34,906
PFIZER INC. CMN 54,187 34,038
DANAHER CORPORATION CMN 37,047 33,784
CHAMPION HOMES INC CMN 8,564 33,478
NEXTERA ENERGY, INC. CMN 38,273 33,408
AMERIS BANCORP CMN 14,802 33,268
UFP INDUSTRIES, INC. CMN 3,984 33,232
STIFEL FINANCIAL CORP CMN 6,808 32,885
SILGAN HOLDINGS INC CMN 14,056 32,635
PRIMORIS SERVICES CORPORATION CMN 8,448 32,504
TEXAS ROADHOUSE, INC. CMN 3,494 32,477
MATADOR RES CO CMN 16,287 32,350
CBIZ, INC. CMN 18,748 32,241
NOVANTA INC. CMN 17,814 32,234
AMGEN INC. CMN 30,460 32,059
UNION PACIFIC CORP. CMN 28,777 31,926
LOWES COMPANIES INC CMN 21,919 31,590
STAG INDUSTRIAL, INC. CMN 18,873 31,567
EATON CORP PLC CMN 13,395 31,528
BOSTON SCIENTIFIC CORP. COMMON STOCK 15,325 30,726
HEALTHEQUITY, INC. CMN 13,989 30,704
TJX COMPANIES INC (NEW) CMN 16,749 30,444
CITIGROUP INC. CMN 23,481 30,338
MAGNOLIA OIL & GAS CORP CMN CLASS A 14,724 29,810
APPFOLIO, INC. CMN CLASS A 14,307 29,606
BALCHEM CORPORATION CMN 10,320 29,496
CENTRAL GARDEN & PET COMPANY CMN CLASS A NON VOTING SHARES 19,641 29,315
FLYWIRE CORPORATION CMN 29,554 28,868
UBER TECHNOLOGIES, INC. CMN 35,809 28,773
STERLING INFRASTRUCTURE INC CMN 19,327 28,636
AVIENT COR CMN 20,009 28,544
INTRA-CELLULAR THERAPIES, INC. CMN 15,912 27,979
UMB FINANCIAL CORP CMN 20,579 27,749
MEDPACE HOLDINGS, INC. CMN 12,948 27,575
VERACYTE, INC. CMN 17,059 27,245
NORTHWESTERN CORPORATION CMN 20,678 27,104
HORACE MANN EDUCATORS CORP CMN 25,408 27,069
GRAND CANYON EDUCATION, INC. CMN 9,459 27,027
FISERV, INC. CMN 19,739 26,910
CHART INDUSTRIES, INC. CMN 17,774 25,763
SUPERNUS PHARMACEUTICALS, INC. CMN 16,896 25,710
BOOT BARN HOLDINGS, INC. CMN 9,157 25,658
GILEAD SCIENCES CMN 19,073 25,586
INSMED INC CMN 6,978 25,200
PATRICK INDUSTRIES, INC. CMN 9,828 25,007
ITT INC. CMN 11,319 25,004
T-MOBILE US, INC. CMN 16,391 24,942
DEERE & COMPANY CMN 13,722 24,669
CHUBB LIMITED CMN 12,912 24,396
RYMAN HOSPITALITY PPTYS INC CMN 18,160 24,263
TANDEM DIABETES CARE, INC. CMN 24,850 23,773
FIRST WATCH RESTAURANT GROUP, INC. CMN 23,033 23,728
STARBUCKS CORP. CMN 20,446 23,634
TRI POINTE HOMES INC CMN 22,877 23,388
MARSH & MCLENNAN CO INC CMN 18,401 23,365
LAM RESEARCH CORPORATION CMN 15,659 23,262
CATHAY GENERAL BANCORP CMN 13,849 22,948
BRISTOL-MYERS SQUIBB COMPANY CMN 25,624 22,794
COHEN & STEERS, INC. CMN 6,510 22,623
MINERALS TECHNOLOGIES INC. CMN 16,285 22,406
VIAVI SOLUTIONS, INC. CMN 21,400 22,220
PHREESIA INC CMN 18,421 22,166
AGREE REALTY CORPORATION CMN 19,270 22,059
MEDTRONIC PUBLIC LIMITED COMPANY CMN 27,646 22,031
SEACOAST BANKING CORPORATION OF FLORIDA CMN 17,088 22,024
PROLOGIS INC CMN 23,617 21,986
ADVANCED ENERGY INDUSTRIES INC CMN 20,687 21,970
IDACORP, INC. CMN 14,799 21,965
ASBURY AUTOMOTIVE GROUP, INC. CMN 19,236 21,873
CHORD ENERGY CMN 27,509 21,630
MICRON TECHNOLOGY, INC. CMN 15,268 21,574
INTERCONTINENTAL EXCHANGE INC CMN 19,399 21,159
PACIFIC PREMIER BANCORP, INC CMN 24,147 21,132
UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 26,922 20,807
HALOZYME THERAPEUTICS, INC. CMN 12,446 20,797
EQUINIX, INC. REIT 16,275 20,744
GE VERNOVA LLC CMN 8,887 20,738
ARTIVION INC CMN 13,725 20,642
INDEPENDENCE REALTY TRUST, INC. CMN 20,971 20,500
NIKE CLASS-B CMN CLASS B 29,457 20,466
THE SOUTHERN CO. CMN 17,473 20,415
KLA CORP CMN 12,027 20,164
AMERICAN TOWER CORPORATION CMN 26,098 19,983
INTEL CORPORATION CMN 42,640 19,789
OCEANFIRST FINANCIAL CORP CMN 16,385 19,566
ELEVANCE HEALTH INC CMN 17,839 19,552
SILICON LABORATORIES INC. CMN 10,794 19,503
MOODY'S CORPORATION CMN 12,753 19,408
PAYPAL HOLDINGS, INC. CMN 25,774 19,204
VITA COCO COMPANY, INC. (THE) CMN 14,343 19,193
BALDWIN INSURANCE GROUP INC/TH CMN CLASS A 16,844 19,070
CHIPOTLE MEXICAN GRILL, INC. CMN 17,031 18,934
MONDELEZ INTERNATIONAL, INC. CMN 18,555 18,782
DUKE ENERGY CORPORATION CMN 15,432 18,747
ICF INTERNATIONAL INC CMN 8,319 18,738
ATRICURE, INC CMN 16,836 18,611
NATIONAL HEALTH INVESTORS, INC. CMN 13,860 18,603
OXFORD IND INC CMN 13,986 18,513
TRANE TECHNOLOGIES PUBLIC LIMITED COMPANY CMN 6,561 18,098
CME GROUP INC. CMN CLASS A 14,347 18,090
INDEPENDENT BANK CORP. CMN 15,409 18,003
AON PUBLIC LIMITED COMPANY CMN 11,396 17,958
U.S. PHYSICAL THERAPY, INC. CMN 19,087 17,742
CIGNA GROUP/THE CMN 12,418 17,397
HILLMAN SOLUTIONS CORP CMN 17,121 17,337
REGENERON PHARMACEUTICAL INC CMN 16,173 17,096
PNC FINANCIAL SERVICES GROUP, INC., THE CMN 11,721 16,971
GATES INDUSTRIAL CORPORATION PLC CMN 16,157 16,970
WASTE MANAGEMENT INC CMN 11,548 16,950
THE BANK OF NY MELLON CORP CMN 9,190 16,749
DUCOMMUN INCORPORATED CMN 13,260 16,743
COLGATE-PALMOLIVE CO CMN 14,945 16,727
PERELLA WEINBERG PARTNERS CMN 9,338 16,593
U.S. BANCORP CMN 12,643 16,432
WELLTOWER, INC. CMN 10,220 16,258
EMERSON ELECTRIC CO. CMN 11,156 16,235
CADRE HOLDINGS, INC. CMN 17,614 16,182
TEXAS CAPITAL BANCSHARES, INC. CMN 16,487 16,031
ENDAVA PLC ADR CMN 21,352 15,914
CONSTELLATION ENERGY CORP CMN 3,887 15,883
UTZ BRANDS INC CMN 17,289 15,784
ILLINOIS TOOL WORKS CMN 12,274 15,049
LA Z BOY CHAIR CO CMN 13,792 15,032
AIR PRODUCTS & CHEMICALS INC CMN 14,145 14,792
THE WILLIAMS COMPANIES, INC. CMN 6,529 14,558
MARRIOTT INTERNATIONAL, INC CMN CLASS A 5,955 14,505
FEDEX CORPORATION CMN 11,091 14,420
AMERIPRISE FINANCIAL, INC. CMN 12,859 14,376
GENERAL MOTORS COMPANY CMN 9,293 14,330
GLACIER BANCORP INC (NEW) CMN 4,974 14,313
BECTON, DICKINSON AND COMPANY CMN 15,914 14,293
CHAMPIONX CORPORATION CMN 13,167 14,275
TARGET CORPORATION CMN 15,608 14,194
ARTHUR J GALLAGHER & CO CMN 12,802 14,193
TRUIST FINANCIAL CORPORATION CMN 13,347 14,055
CSX CORPORATION CMN 11,467 13,876
ARCUTIS BIOTHERAPEUTICS INC CMN 18,765 13,846
HILTON WORLDWIDE HOLDINGS INC. CMN 6,062 13,841
CARRIER GLOBAL CORPORATION CMN 9,031 13,765
ENERPAC TOOL GROUP CORP CMN 15,602 13,765
THERMON GROUP HOLDINGS, INC. CMN 15,280 13,752
AZENTA INC CMN 18,941 13,750
ALLEGRO MICROSYSTEMS INC CMN 16,471 13,663
ECOLAB INC. CMN 11,228 13,395
ONEOK INC CMN 6,039 13,353
BIOCRYST PHARMACEUTICALS INC CMN 15,201 13,348
SPRINGWORKS THERAPEUTICS, INC. CMN 14,869 13,224
SEMPRA ENERGY CMN 9,890 12,900
JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY CMN 7,966 12,832
CVS HEALTH CORP CMN 19,869 12,614
FREEPORT-MCMORAN INC CMN 7,209 12,604
REVOLVE GROUP INC CMN CLASS A 10,650 12,559
DIGITAL REALTY TRUST, INC. CMN 10,247 12,501
ROYAL CARIBBEAN GROUP ISIN: LR0008862868 3,867 12,487
SCHNEIDER NATIONAL, INC. CMN 10,739 12,484
SCHLUMBERGER LTD CMN 8,654 12,398
PACCAR INC CMN 7,223 12,200
CRINETICS PHARMACEUTICALS, INC. CMN 11,943 12,016
NORFOLK SOUTHERN CORP CMN 11,255 11,970
AFLAC INCORPORATED CMN 5,234 11,896
AMERICAN ELECTRIC POWER INC CMN 10,922 11,805
METLIFE, INC. CMN 6,217 11,791
ALLSTATE CORPORATION COMMON STOCK 6,470 11,624
MSCI INC. CMN 7,920 11,400
UNITED RENTALS, INC. CMN 6,319 11,271
CUMMINS INC COMMON STOCK 9,140 11,155
KINDER MORGAN INC CMN CLASS P 5,374 11,124
VISTRA CORP CMN 9,719 11,030
EDWARDS LIFESCIENCES CORPORATION CMN 11,524 10,808
PUBLIC STORAGE CMN 10,821 10,780
PARAGON 28, INC. CMN 9,960 10,588
W.W. GRAINGER INC CMN 4,445 10,541
AMERICAN INTL GROUP, INC. CMN 8,849 10,483
MARATHON PETROLEUM CORPORATION CMN 3,278 10,463
PRUDENTIAL FINANCIAL INC CMN 7,398 10,431
PAYCHEX, INC. CMN 8,662 10,376
NEWMONT CORP CMN 14,186 9,901
PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 7,187 9,885
FIDELITY NATL INFO SVCS INC CMN 7,161 9,854
STATE STREET CORPORATION (NEW) CMN 7,433 9,815
D.R. HORTON, INC. CMN 10,680 9,648
ICU MEDICAL INC CMN 3,448 9,465
AGIOS PHARMACEUTICALS, INC. CMN 6,769 9,464
CBRE GROUP, INC. CMN CLASS A 4,103 9,190
INGERSOLL RAND INC CMN 5,968 9,136
BAKER HUGHES CO CMN 7,260 9,106
VERISK ANALYTICS, INC. CMN 6,410 9,089
CENCORA INC CMN 5,303 8,987
FORD MOTOR COMPANY CMN 8,489 8,900
DELTA AIR LINES, INC. CMN 4,665 8,894
AGILENT TECHNOLOGIES, INC. CMN 7,326 8,748
CORTEVA, INC. CMN 5,134 8,715
KROGER COMPANY CMN 6,793 8,683
NASDAQ INC. CMN 5,905 8,659
REPUBLIC SERVICES INC CMN 4,959 8,651
OTIS WORLDWIDE CORPORATION CMN 7,241 8,242
IQVIA HOLDINGS INC CMN 9,567 8,057
YUM BRANDS, INC. CMN 6,040 7,915
ARCH CAPITAL GROUP LTD. CMN 9,427 7,665
T. ROWE PRICE GROUP, INC. CMN 8,638 7,577
EXTRA SPACE STORAGE INC. CMN 8,104 7,330
ENTERGY CORPORATION CMN 4,625 7,279
EXELON CORPORATION CMN 5,673 7,265
HARTFORD INSURANCE GROUP INC/THE CMN 3,455 7,256
NORTHERN TRUST CORP CMN 5,829 7,228
GENERAL MILLS INC CMN 7,292 7,206
CENTENE CORPORATION CMN 7,889 7,148
HP INC. CMN 4,683 7,145
HUMANA INC. CMN 11,512 7,129
DECKERS OUTDOORS CORP CMN 5,476 7,108
IRON MOUNTAIN INCORPORATED CMN 2,522 6,986
ROCKWELL AUTOMATION INC CMN 5,853 6,859
GLOBAL PAYMENTS INC. CMN 7,641 6,836
FIFTH THIRD BANCORP CMN 4,326 6,739
AVALONBAY COMMUNITIES INC CMN 5,049 6,650
SYNCHRONY FINANCIAL CMN 3,036 6,630
PPG INDUSTRIES, INC. CMN 7,265 6,570
M&T BANK CORPORATION CMN 4,267 6,392
HEWLETT PACKARD ENTERPRISE CO CMN 3,579 6,380
TRACTOR SUPPLY COMPANY CMN 5,601 6,367
EBAY INC. CMN 5,878 6,319
ON SEMICONDUCTOR CORPORATION CMN 6,770 6,242
DOVER CORPORATION CMN 5,881 6,191
XYLEM INC. CMN 5,194 6,149
METTLER-TOLEDO INTL CMN 5,327 6,118
DOW INC CMN 6,941 5,939
CARNIVAL CORPORATION CMN 3,782 5,931
THE HERSHEY COMPANY CMN 5,872 5,927
BROADRIDGE FINANCIAL SOLUTIONS IN CMN 4,895 5,901
WEC ENERGY GROUP, INC. CMN 5,402 5,830
CARDINAL HEALTH, INC. CMN 3,135 5,559
THE KRAFT HEINZ CO CMN 6,222 5,466
EXPEDIA GROUP INC CMN 3,910 5,404
VENTAS, INC. CMN 3,968 5,400
SMURFIT WESTROCK PUBLIC LIMITED COMPANY CMN 4,645 5,386
WILLIS TOWERS WATSON PLC CMN 4,655 5,336
HUNTINGTON BANCSHARES INCORPORATED CMN 3,726 5,241
INTL.FLAVORS & FRAGRANCE CMN 7,192 5,097
CITIZENS FINANCIAL GROUP, INC. CMN 3,857 5,076
PULTEGROUP INC. CMN 3,185 5,020
HALLIBURTON COMPANY CMN 3,790 5,003
AMERICAN WATER WORKS CO, INC. CMN 5,814 4,980
ARCHER-DANIELS-MIDLAND COMPANY CMN 4,864 4,951
BIOGEN INC. CMN 8,326 4,893
EQUITY RESIDENTIAL CMN 4,152 4,880
SOUTHWEST AIRLINES CO CMN 4,872 4,800
ULTA BEAUTY INC CMN 5,771 4,784
SBA COMMUNICATIONS CORPORATION CMN 5,551 4,687
ZIMMER BIOMET HOLDINGS INC 4,659 4,658
WEYERHAEUSER COMPANY CMN 5,089 4,645
FIRSTENERGY CORP. CMN 4,550 4,614
HUBBELL INCORPORATED CMN 4,392 4,608
PPL CORPORATION CMN 3,768 4,582
KELLANOVA CMN 3,504 4,453
WATERS CORPORATION COMMON STOCK 2,984 4,452
EVERSOURCE ENERGY CMN 5,361 4,365
FACTSET RESEARCH SYSTEMS INC CMN 3,652 4,323
ESSEX PROPERTY TRUST INC CMN 3,496 4,282
KEYCORP CMN 3,459 4,268
EVERGY, INC. CMN 3,937 4,247
NISOURCE INC. CMN 3,087 4,191
PRINCIPAL FINANCIAL GROUP, INC. CMN 3,489 4,180
HEALTHPEAK OP, LLC CMN 4,343 4,155
CMS ENERGY CORPORATION CMN 3,532 4,132
PACKAGING CORP OF AMERICA COMMON STOCK 2,873 4,075
REGIONS FINANCIAL CORPORATION CMN 2,313 4,065
KIMCO REALTY OP, LLC CMN 2,921 4,007
MCCORMICK & CO NON VTG SHRS CMN 4,748 3,834
ESTEE LAUDER COS INC CL-A CMN CLASS A 10,417 3,824
LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A 5,317 3,788
APTIV PLC CMN 5,759 3,750
LAS VEGAS SANDS CORP. CMN 3,355 3,749
BEST BUY CO INC CMN 4,303 3,731
TAPESTRY, INC. CMN 2,278 3,658
BAXTER INTERNATIONAL INC CMN 8,328 3,608
BALL CORPORATION CMN 4,488 3,583
TYSON FOODS INC CL-A CMN CLASS A 3,520 3,561
CBOE GLOBAL MARKETS, INC CMN 2,223 3,517
UDR INC CMN 3,566 3,429
INVESCO LTD. CMN 2,822 3,391
BXP INC COMMON STOCK 2,866 3,240
DAYFORCE INC CMN 2,856 3,196
ALEXANDRIA REAL ESTATE EQUITIES, INC. 5,690 3,164
AVERY DENNISON CORPORATION CMN 2,805 2,994
AMCOR PLC CMN 3,599 2,964
PENTAIR PLC. CMN 1,507 2,919
QUEST DIAGNOSTICS INCORPORATED CMN 2,373 2,866
JACOBS ENGINEERING GROUP INC CMN 2,766 2,806
ALBEMARLE CORP CMN 4,300 2,768
NORWEGIAN CRUISE LINE HLDG LTD CMN 1,976 2,650
STANLEY BLACK & DECKER, INC. CMN 4,795 2,650
HOST HOTELS & RESORTS INC CMN 1,886 2,637
C.H. ROBINSON WORLDWIDE, INC. CMN 2,376 2,599
AKAMAI TECHNOLOGIES, INC. CMN 2,823 2,583
RALPH LAUREN CORP CMN CLASS A 1,464 2,550
J. M. SMUCKER COMPANY (THE) CMN 2,789 2,533
INTERPUBLIC GROUP COS CMN 2,121 2,522
CONAGRA BRANDS INC CMN 2,584 2,498
J B HUNT TRANS SVCS INC CMN 3,011 2,389
AES CORP. CMN 3,964 2,239
GLOBE LIFE INC CMN 1,676 2,119
MGM RESORTS INTERNATIONAL CMN 1,425 2,114
THE CAMPBELL'S COMPANY CMN 2,417 2,094
REGENCY CENTERS CORPORATION CMN 1,306 2,091
MOSAIC COMPANY (THE) CMN 1,965 2,040
MARKETAXESS HOLDINGS INC. CMN 1,971 2,034
CAESARS ENTERTAINMENT INC CMN 2,670 2,005
ASSURANT, INC. CMN 1,243 1,919
HASBRO, INC. CMN 2,330 1,733
PARAMOUNT GLOBAL CMN CLASS B 2,783 1,713
PINNACLE WEST CAPITAL CORP CMN 1,574 1,695
FMC CORPORATION CMN 2,934 1,672
DAVITA INC CMN 890 1,496
MOHAWK INDUSTRIES INC COMMON STOCK 1,136 1,310
WALGREENS BOOTS ALLIANCE, INC. CMN 5,827 1,297
FEDERAL REALTY INVESTMENT TRUST CMN 850 1,120
BORGWARNER INC. CMN 1,040 922
AMENTUM HOLDINGS, INC. CMN 107 84
GOLDMAN SACHS GROUP, INC.(THE) CMN 559,738 4,396,004
NVIDIA CORPORATION CMN 23,725 819,572
NOVARTIS AG-ADR SPONSORED ADR CMN 70,163 188,198
ALCON, INC. CMN 10,314 32,768
SANDOZ GROUP AG ADR CMN 3,949 15,832

TY 2024 InvestmentsGovtObligationsSch
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
US Government Securities - End of Year Book Value:

9,519,539
US Government Securities - End of Year Fair Market Value:

8,926,207
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SPDR S&P 500 ETF TRUST AT COST 5,875,876 14,419,465
TECHNOLOGY SELECT INDEX 'SPDR' AT COST 1,594,475 4,502,052
ISHARES RUSSELL 2000 ETF AT COST 88,735 230,682
ARTISAN: DYNAMIC EQUITY(NON-US EQUITY) OFFSHORE L.P. AT COST 0 3,862,933
WELLINGTON: NON-US EQUITY OFFSHORE LP AT COST 975,000 2,820,258
ISHARES MSCI EAFE ETF AT COST 371,009 434,531
STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND CLASS K AT COST 425,172 419,536
VANGUARD FTSE EMERGING MKTS ETF AT COST 106,243 103,714
VINTAGE REAL ESTATE PARTNERS III (INTERNATIONAL) OFFSHORE SC AT COST 13,000 12,380
PRETIUM SINGLE FAMILY RENTAL VI ACCESS OFFSHORE LP AT COST 202,747 218,750
MN8 ENERGY LLC AT COST 434,729 510,554
BROAD STREET REAL ESTATE CREDIT PARTNER III OFFSHORE LP AT COST 0 94,492
SILVER POINT DOIP II ACCESS OFFSHORE LP AT COST 65,752 78,814
WEST STREET STRATEGIC SOLUTIONS OFFSHORE FEEDER FUND I, LLC AT COST 336,564 433,520
KING STREET GLOBAL DRAWDOWN II ACCESS OFFSHORE LP AT COST 363,306 404,494
PETERSHILL PRIVATE EQUITY OFFSHORE LP AT COST 92,228 159,455
PRIVATE TECHNOLOGY OPPORTUNITIES OFFSHORE SCSP AT COST 208,094 236,116
STRATEGIC INVESTORS XI ACCESS OFFSHORE LP AT COST 197,749 207,377
WEST STREET CAPITAL PARTNERS VII PARALLEL, L.P. AT COST 115,724 375,685
TCV XI ACCESS OFFSHORE SCSP AT COST 436,249 430,168
PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP AT COST 416,139 454,211
PRIVATE EQUITY MANAGERS (2024) OFFSHORE SCSP AT COST 3,000 2,031
PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP AT COST 499,959 569,522
TPG TECH ADJACENCIES II ACCESS OFFSHORE LP AT COST 328,145 376,818
ALPINVEST SECONDARIES VIII ACCESS OFFSHORE SCSP AT COST 134,431 167,638
WEST STREET CAPITAL PARTNERS VIII - PARALLEL, L.P. AT COST 501,163 588,016
VINTAGE IX B OFFSHORE SCSP AT COST 125,674 189,203
VISTA EQUITY PARTNERS VIII ACCESS OFFSHORE LP AT COST 231,673 264,728
PRIVATE EQUITY MANAGERS (2022) OFFSHORE SCSP AT COST 233,800 223,545
PRIVATE EQUITY MANAGERS (2019) OFFSHORE SCSP AT COST 790,641 1,380,982
VINTAGE VII OFFSHORE SCSP AT COST 56,161 569,416
VINTAGE FUND VI OFFSHORE, L.P. AT COST 0 163,968
VINTAGE VIII OFFSHORE SCSP AT COST 447,913 1,006,843
WEST STREET CAPITAL PRTNS IX/PRV EQ CO-INVST PART IV ACC LLC AT COST 39,169 39,169
PRIVATE EQUITY MANAGERS (2023) OFFSHORE SCSP AT COST 118,690 114,872
PRIVATE EQUITY MANAGERS (2016) OFFSHORE SCSP AT COST 408,168 1,900,841
PRIVATE EQUITY MANAGERS (2017) OFFSHORE SCSP AT COST 510,934 2,103,606
PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP AT COST 1,107,338 1,927,169

TY 2024 LegalFeesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,271 0   2,271


TY 2024 OtherAssetsSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT   5,000 5,000


TY 2024 OtherExpensesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PUBLIC RELATIONS 420 0   420
INSURANCE 5,018 0   5,018
OFFICE SUPPLIES 6,692 0   6,692
TECHNOLOGY EXPENSE 8,286 0   8,286
UTILITIES & PHONES 6,614 0   6,614
PROGRAM 269,732 0   269,732


TY 2024 OtherIncomeSchedule2
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INVESTMENT INCOME   247,765  
GOLDMAN SACHS 4,652 4,652 4,652


TY 2024 OtherLiabilitiesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Description Beginning of Year - Book Value End of Year - Book Value
BOOK ADJUSTMENT ON ALTERNATIVE INVESTMENTS 163,149 197,006


TY 2024 OtherProfessionalFeesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNT MANAGEMENT FEES - GOLDMAN SACHS 221,005 221,005   0


TY 2024 TaxesSchedule
Name:
GEORGE FAMILY FOUNDATION
EIN:
41-1730855
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAX 36,647 0   36,647
FEDERAL TAXES 81,177 0   0