2022-09-13T09:52:34-05:00 2021-12-31 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 160 OAKDALE MN 55128 990 2021-01-01 473487091 GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION GREA 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55110 BRADY RAMSAY TREASURER 6514085412 2022-09-06 1 BRADY RAMSAY 999009999 GEORGIA M AKINS P00950359 6516363806 2022-09-06 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BRADY RAMSAY PO BOX 10626 WHITE BEAR LAKE MN 55110 2158063 0 X WWW.GREATERWBLFOUNDATION.ORG X 2015 MN THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 18 18 0 50 0 0 1067502 852920 11075 0 130666 157424 -1748 -3379 1207495 1006965 742894 715128 0 0 0 0 0 0 6681 87240 82844 830134 797972 377361 208993 3978483 4420146 111464 213135 3867019 4207011 THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 0 0 740019 715128 999 DURING 2021, THE ORGANIZATION DISTRIBUTED $715,128 IN GRANTS TO ENRICH THE LIVES OF PEOPLE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 61 GRANTS WERE GIVEN IN 2021. 19 COMPETITIVE GRANTS TOTALING $49,500 WERE AWARDED FROM THE COMMUNITY PARTNERS FUND, 7 COMPETITIVE GRANTS TOTALING $29,500 WERE AWARDED FROM THE COMMUNITY RECOVERY FUND, 19 GRANTS TOTALING $228,250 WERE ISSUED FROM DONOR ADVISED FUNDS, AND 16 GRANTS TOTALING $407,878 WERE ISSUED FROM FIELD OF INTEREST FUNDS, DESIGNATED FUNDS AND OTHERS. 18592 THE LEADERSHIP TOMORROW SERIES IS A PROGRAM TO CREATE A NEW GENERATION OF COMMUNITY LEADERS. SELECTED PARTICIPANTS ATTEND MONTHLY PROGRAMS FOR 10 MONTHS OF THE YEAR TO LEARN LEADERSHIP CONCEPTS AND SKILLS AND TO BECOME AWARE OF COMMUNITY ISSUES AND RESOURCES. THERE WERE 22 PARTICIPANTS IN THE PROGRAM IN 2021. 758611 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 MN X KRIS MASON 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55115 CAROL MCFARLANE CHAIR 5.00 X X 0 0 0 CRAIG DRAKE VICE-CHAIR 5.00 X X 0 0 0 KAREN ALNES SECRETARY 2.00 X X 0 0 0 BRADY RAMSAY TREASURER 5.00 X X 0 0 0 EUNICE COTE BOARD MEMBER 4.00 X 0 0 0 JESSE BENGTSON BOARD MEMBER 2.00 X 0 0 0 NANCY CALDERON BOARD MEMBER 2.00 X 0 0 0 STEVEN CARLSON BOARD MEMBER 2.00 X 0 0 0 SUSAN HARTZELL BOARD MEMBER 2.00 X 0 0 0 CARTER JOHNSON BOARD MEMBER 2.00 X 0 0 0 KATE KRAMPE BOARD MEMBER 2.00 X 0 0 0 LISA HINIKER POCRNICH BOARD MEMBER 2.00 X 0 0 0 MIKE RUETHER BOARD MEMBER 2.00 X 0 0 0 MARK SATHER BOARD MEMBER 5.00 X 0 0 0 ROBERT SCHNEEWEIS BOARD MEMBER 5.00 X 0 0 0 TIM TORGERSON BOARD MEMBER 4.00 X 0 0 0 LAURA WHITNEY BOARD MEMBER 2.00 X 0 0 0 BILL FOUSSARD PAST CHAIR 2.00 X 0 0 0 KATE HUEBSCH-BOARD MEMBER (ENDING NOVEMBER 2021) 2.00 X 0 0 0 DAVID SWANSON-EXECUTIVE DIRECTOR (ENDING MARCH 2021) 20.00 X 7245 0 0 KELLY UNGER INTERIM EXECUTIVE DIRECTOR (APRIL TO JULY 2021) 20.00 X 6808 0 0 KRIS MASON EXECUTIVE DIRECTOR-CURRENT 20.00 X 16164 0 0 30217 0 0 0 0 0 0 0 234600 618320 59880 852920 48866 48866 1255278 1146720 108558 108558 108558 0 234600 4378 -4378 -4378 ADMIN FEES 561000 999 999 999 1006965 999 0 153046 715128 715128 30217 19036 9972 1209 9308 888 8370 50 18915 13263 4329 1323 1799 936 863 3587 3223 364 5833 3791 1808 234 596 596 2922 1659 300 963 733 733 MISCELLANEOUS 4023 0 3796 227 PRINTING 2552 1615 0 937 DUES AND SUBSCRIPTIONS 1220 0 1220 0 POSTAGE 1139 8 256 875 797972 758611 32680 6681 626022 609525 12720 12720 0 0 3352461 3810621 3978483 4420146 27578 0 15500 83886 197635 111464 213135 X 2615896 2930609 1251123 1276402 3867019 4207011 3978483 4420146 208993 130999 0 X 0 1 X 1 0 X 977468 150156 3022934 1067502 852920 6070980 8320 9415 12075 29810 977468 158476 3032349 1079577 852920 6100790 142178 13770 66319 108915 33314 364496 0 142178 13770 66319 108915 33314 364496 5736294 2226 13991 26674 55563 48866 147320 2226 13991 26674 55563 48866 147320 151 276 196 450 999 2072 979845 172743 3059219 1135590 902785 6250182 0.91780 0.90910 0.02360 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 2 248262 0 218250 0 2458628 1270 1 1 0 1 X 1183630 122448 35500 12233 1258345 0 1050908 141124 8402 1183630 0.83520 0.16480 0 0 12720 12720 0 0 X 1140821 130999 1486 1371 133856 1006965 0 1006965 800829 1486 1371 2857 797972 0 797972 PART IV, LINE 2B: THE FOUNDATION HOLDS FUNDS AS NONPROFIT ENDOWMENTS AND AS A FISCAL SPONSOR. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS FOR THESE FUNDS. PART V, LINE 4: THE ENDOWMENT'S INVESTMENT INCOME NET OF INVESTMENT EXPENSES ON THE PRINCIPAL IS TO BE USED TO MEET THE FUTURE CHARITABLE NEEDS OF THE GREATER WHITE BEAR LAKE AREA. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES MANAGEMENT EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 1,371. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 1,371. SHARE THE JOY 234600 234600 200 2807 1371 234600 234600 200 2807 1371 4378 -4378 1 NEWTRAX 3700 HWY 61 N WHITE BEAR LAKE MN 55110 274476087 501(C)(3) 401009 0 MEALS CITY OF WHITE BEAR LAKE 4701 HIGHWAY 61 WHITE BEAR LAKE MN 55110 416005641 GOVT 165000 0 CITY PARK GAZEBO, FIREWORKS, AND OPERATIONS YMCA OF THE NORTH 2100 ORCHARD LANE WHITE BEAR LAKE MN 55110 452563299 501(C)(3) 10000 0 PROGRAMMING WHITE BEAR LAKE CENTER FOR THE ARTS 4941 LONG AVE WHITE BEAR LAKE MN 55110 411290707 501(C)(3) 33000 0 OPERATIONS AND PROGRAMMING WHITE BEAR LAKE AREA SCHOOL 4855 BLOOM AVE WHITE BEAR LAKE MN 55110 416008212 501(C)(3) 8500 0 PROGRAMMING BETHEL UNIVERSITY 3900 BETHEL DRIVE ST PAUL MN 55112 410708577 501(C)(3) 20000 0 JOURNALISM CHILDREN'S PERFORMING ARTS 4941 LONG AVE WHITE BEAR LAKE MN 55110 271169605 501(C)(3) 15000 0 PROGRAMMING/ENDOWMENT 7 PART I, LINE 2: GRANTEES RECEIVING COMMUNITY PARTNERS FUND GRANTS ARE REQUIRED TO SUBMIT A FINAL REPORT OF THEIR GRANT ACTIVITIES AND EXPENDITURES. REPORTS ARE REVEIWED BY THE GRANTS COMMITTEE. X 4 57262 AVE HIGH/LOW PRICE X COMPUTERS 2 2618 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION CONTRACTED DAVID SWANSON FOR MANAGMENT DUTIES THROUGH MARCH 2021. THE FOUNDATION CONTRACTED WITH KELLY UNGER FOR MANAGEMENT DUTIES FROM MARCH 2021 THROUGH JULY 2021. THE FOUNDATION HAS A CURRENT CONTRACT FOR MANAGEMENT DUTIES WITH KRIS MASON. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS AFTER REVIEW BY THE EXECUTIVE COMMITTEE. THE BOARD THEN APPROVES THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND COMMITTEE MEMBERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM WHICH IS PROVIDED TO THE GOVERNANCE COMMITTEE FOR ANY NECESSARY MONITORING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS SETS THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. THE COMPENSATION LEVEL IS DETERMINED BASED ON REASONABLE FUNDS AVAILABLE FOR A NEW FOUNDATION. THE FOUNDATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE EXECUTIVE DIRECTOR WILL MAKE AVAILABLE A PHYSICAL OR ELECTRONIC COPY OF THE FORM 1023 AND FORM 990 AND SUPPORTING SCHEDULES.