2022-09-12T17:08:06-05:00 2021-12-31 411834878 BURR OAK GROUP INC 3001 BROADWAY STREET NE STE 640 MINNEAPOLIS MN 55413 990PF 2021-01-01 411859473 AVOCET FOUNDATION AVOC 9525121165 3001 BROADWAY STREET NE 640 MINNEAPOLIS MN 55413 LUCY HEEGAARD PRESIDENT 9525121165 2022-09-12 LUCY HEEGAARD 999009999 P01084498 9525121165 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 6875822 X 190106 6531 6531 68795 68795 332489 340763 332489 152689 25663 750610 433478 0 0 0 26917 26917 0 5516 5491 25 6335 6335 0 38768 38743 25 257500 257500 296268 38743 257525 454342 394735 2242 2243 2243 577478 428367 428367 5423579 6027031 6445212 6003299 6457641 6875822 0 0 X 1841124 1841124 0 0 4162175 4616517 6003299 6457641 6003299 6457641 6003299 454342 0 6457641 0 6457641 BURR OAK GROUP, INC P 167148 121866 45282 45282 BURR OAK GROUP, INC P 29705 19116 10589 10589 BURR OAK GROUP, INC P 137512 79867 57645 57645 LARGE CAP CORE I P 14436 14436 LARGE CAP CORE I P 95534 95534 POCKET LLC P 4205 4205 POCKET LLC P 98400 98400 CAPITAL GAINS DIVIDENDS P 6398 6398 6398 332489 5487 0 5487 0 5487 6227 0 0 0 6227 0 740 740 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A JOANNE KLETSCHER 9525121165 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOANNE KLETSCHER 3001 BROADWAY STREET NE STE 640 MINNEAPOLIS MN 55413 CEO, SECRETARY, CFO 0.00 0 0 0 NONE 0 NONE 0 0 5702003 600560 0 6302563 0 0 6302563 94538 6208025 310401 310401 5487 5487 304914 0 304914 0 304914 257525 0 257525 304914 246724 0 0 257525 246724 0 0 10801 0 0 0 0 0 0 0 0 294113 0 0 0 X JOANNE KLETSCHER 3001 BROADWAY STREET NE STE 640 MINNEAPOLIS MN 55413 9525121165 PAST AND PRESENT INFORMATION ABOUT THE APPLICANT, BUDGET, PROJECTIONS, USE OF FUNDS, OTHER FUND RAISING EFFORTS, TAX EXEMPTION LETTER, ETC. NONE NONE APPLE TREE DENTAL 8960 SPRINGBROOK DRIVE NW SUITE 150 MINNEAPOLIS MN 55433 PUBLIC CHARITY IMPROVES ORAL HEALTH OF PEOPLE WITH SPECIAL DENTAL ACCESS NEEDS 9000 BELWIN CONSERVANCY 3001 BROADWAY STREEN NE SUITE 640 MINNEAPOLIS MN 55413 PUBLIC CHARITY PROTECT THE ST. CROIX VALLEY THROUGH LAND PRESERVATION 6000 BREAKTHROUGH TWIN CITIES 2051 LARPENTEUR AVENUE EAST ST PAUL MN 55109 PUBLIC CHARITY BREAKTHROUGH TWIN CITIES PREPARED UNDER-RESOURCED STUDENTS FOR COLLEGE SUCCESS AND CULTIVATES THE NEXT GENERATION OF EDUCATORS 8000 FAIRVOTE MINNESOTA FOUNDATION 550 VANDALIA STREET - SUITE 210 ST PAUL MN 55114 PUBLIC CHARITY PROMOTING BETTER DEMOCRACY THROUGH IMPROVING THEVOTING SYSTEM. WE PROVIDE RESEARCH AND EDUCATION ABOUT THEEFFECTS OUR VOTING SYSTEM HAS ON THE QUALITY OF DEMOCRACY ANDADVOCATE FOR RANKED CHOICE VOTING OR OTHER SYSTEMS THAT PROMOTEGREATER COMPETITION, PARTICIPATION, MAJORITY RULE, AND PROPORTIONALREPRESENTATION. 20000 GLOBAL RIGHTS FOR WOMEN 80 SOUTH 8TH STREET SUITE 4200 MINNEAPOLIS MN 55402 PUBLIC CHARITY PROMOTING WOMEN'S HUMAN RIGHTS INTERNATIONALLY 30000 GREAT PLAINS INSTITUTE 2801 21ST AVENUE SOUTH - SUITE 220 MINNEAPOLIS MN 55407 PUBLIC CHARITY BETTER ENERGY POLICY 10000 INTERNATIONAL INSTITUTE OF MINNESOTA 1694 COMO AVENUE ST PAUL MN 55108 PUBLIC CHARITY HELPING NEW AMERICANS ACHIEVE SELF-SUFFICIENCY AND FULLMEMBERSHIP IN AMERICAN LIFE. 24000 LUTHERAN SOCIAL SERVICES 2485 COMO AVE ST PAUL MN 55108 PUBLIC CHARITY CONNECTING PEOPLE WITH OPPORTUNITIES TO LIVE AND WORK WITH DIGNITY, SAFETY AND HOPE 5000 MAREN FUND 329 WAY AVENUE KIRKWOOD MO 631223940 PUBLIC CHARITY DEVELOPMENTALLY DISABLE CENTERS AND SERVICES 9000 MICROGRANTS 1035 EAST FRANKLIN AVENUE MINNEAPOLIS MN 55404 PUBLIC CHARITY TO SPUR ECONOMIC SELF-SUFFICIENCY BY GIVING STRATEGIC GRANTS TO LOW-INCOME PEOPLE OF POTENTIAL THROUGH PARTNER AGENCIES 23000 ST CROIX VALLEY FOUNDATION 516 2ND ST 214A HUDSON WI 54016 PUBLIC CHARITY PROMOTE ASSISTANCE IN VALLEYADVANCE QUALITY OF LIFE IN ST. CROIX VALLEY 56000 ST CROIX VALLEY HABITAT FOR HUMANITY 749 RYAN DRIVE HUDSON WI 54016 PUBLIC CHARITY TO CREATE OPPORTUNITIES FOR ALL PEOPLE TO LIVE IN DECENT,DURABLE SHELTER. 10000 VOYAGEUR OUTWARD BOUND 179 ROBIE STREET EAST SUITE 295 ST PAUL MN 55107 PUBLIC CHARITY EDUCATIONAL ORGANIZATION SPECIALIZING IN YOUTH LEADERSHIP AND EXPERIENTIAL EDCUATION, CHANGE LIVES THROUGH CHALLENGE AND DISCOVERY 15000 WILDERNESS INQUIRY 808 14TH AVENUE SE MINNEAPOLIS MN 55414 PUBLIC CHARITY TO CONNECT EVERYONE TO GREAT PLACES THROUGH ACTIVITIES SUCH AS SEA KAYAKING, CANOEING, RAFTING, HIKING, SAFARIS, DOGSLEDDING, OPERATING IN A MANNER THAT FACILITATES FULL PARTICIPATION BY EVERYONE, INCLUDING PEOPLE OF ALL AGES, BACKGROUND, AND ABILITIES 4500 YOUTH FRONTIERS INC 6009 EXCELSIOR BOULEVARD MINNEAPOLIS MN 55416 PUBLIC CHARITY CHANGE WAY KIDS TREAT EACH OTHER IN SCHOOL 28000 257500 0 14 6531 14 68795 14 152689 14 332489 0 560504 0 560504 0 0 0 0 0 0 0 0 0 0 X X 1 CHARITABLE LEAD ANNUITY TRUST NO 1 DTD OCTOBER 11 2002 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 173876 X 2 CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST 2 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 16230 X INVESTMENT EXPENSE 26917 26917 0 ACCOLADE PARTNERS BLOCKCHAIN I I , L . P AT COST 14868 31762 BLACKROCK APPRECIATION STRATEGY FUND AT COST 230000 271418 COHEN & STEERS INSTITUTIONAL REALTY AT COST 114700 144980 CORDILLERA INVESTMENT FUND I I I AT COST 11659 11659 EUROPEAN SECONDARY OPPORTUNITIES I AT COST 64989 22007 EVERGREEN LARGE CAP CORE 1 AT COST 1854556 2787955 FEG ABSOLUTE ACCESS FUND I LLC AT COST 3235 2950 FMI INTERNATIONAL FUND AT COST 42072 42025 FUNDAMENTAL PARTNERS I I I LP AT COST 340469 245861 FUNDAMENTAL PARTNERS MUNICIPAL TRUST AT COST 154500 14918 GCM GROSVENOR CO-INVESTMENT OPP FD AT COST 231480 115085 HARRISON STREET REAL ESTATE PARTNERS AT COST 91615 372 INTERNATIONAL FARMLAND TRUST AT COST 150000 139910 IRON POINT AT COST 33330 33196 J . P . MORGAN U . S . REAL ESTATE INCOME AT COST 84103 126520 JOHNSON INSTITUTIONAL BOND FUND AT COST 348890 333031 LAZARD GLOBAL LISTED INFRASTRUCTURE AT COST 114700 124838 LIME ROCK RENEWABLES AT COST 28232 48969 MAP RE 2 0 1 8 , L . P . AT COST 37 68 PAYDEN LIMITED MATURITY FUND AT COST 174450 173901 PINEBRIDGE STRUCTURED CAPITAL AT COST 248582 52107 PRIVATE OPP FD I I I , SERIES B AT COST 74866 120507 PRIVATE OPP FD I I I , SERIES D AT COST 86588 81786 PRIVATE OPP FD I V AT COST 137216 181632 PRIVATE OPP FUND V , SERIES B AT COST 7050 8065 PRIVATE OPP FUND V , SERIES C AT COST 10500 14767 RIDGEWOOD INFRASTRUCTURE AT COST 27999 28017 SIGHTLINE HEALTHCARE OPPORTUNITY AT COST 150000 53261 SPECIAL CREDIT OPPORTUNITIES AT COST 90757 7131 TIMBER BAY FUND AT COST 20616 27122 VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 94233 108451 VANGUARD FTSE EMERGING MARKETS ETF AT COST 400237 432923 VANGUARD SMALL-CAP ETF AT COST 92568 159789 WASATCH CORE GROWTH FUND AT COST 160834 160515 WAYZATA OPPORTUNITIES FUND I I , L . P . AT COST 97125 763 WESTLY CAPITAL PARTNERS FUND I I , L . P AT COST 144975 327558 WESTLY CAPITAL PARTNERS FUND, L . P . AT COST 95000 9393 POCKET LLC 6335 6335 0 POCKET LLC 25663 25663 25663 PARTNERSHIP INCOME 127026 0 127026 STATE OF MINNESOTA FILING FEE 25 0 25 BURR OAK GROUP, INC. 1260 1260 0 LARGE CAP CORE 3734 3734 0 POCKET LLC 497 497 0