2024-09-11T08:38:21-05:00 2023-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2023-01-01 363575705 Minneapolis Area Association of Realtors Foundation Inc MINN 9529339020 5750 Lincoln Dr Minneapolis MN 554361694 Kenneth Colston Treasurer 9529339020 2024-08-20 1 1 Deb Nelson CPA P01264758 6122536500 2024-08-20 2023 2024-08-08 14:25:15Z X 2097303 X 364780 44143 44143 -326071 1763794 0 82852 44143 0 0 0 8700 0 8700 14315 14315 0 415 0 0 85902 0 5747 109332 14315 14447 97500 85000 206832 14315 99447 -123980 29828 102061 259871 259871 11106 10992 11106 11106 665 450 450 200000 0 0 970749 1094219 1094219 106886 632110 632110 290070 99547 99547 1681423 2097303 2097303 2114 30000 45000 30000 47114 X 1600422 2050189 51001 0 1651423 2050189 1681423 2097303 1651423 -123980 522746 2050189 0 2050189 RBC Wealth Management 1758176 2089865 -331689 -331689 Capital Gains Dividends P 5618 5618 5618 -326071 415 0 415 0 415 865 0 0 0 865 0 450 450 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 www.mplsrealtor.com/foundation Christi Seelan 9529339020 5750 Lincoln Dr Minneapolis MN 554361694 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sarah Huffman 5750 Lincoln Drive Minneapolis MN 55436 Chair 2.00 0 0 0 Matt Wandzel 5750 Lincoln Drive Minneapolis MN 55436 Immediate Past Chair 1.00 0 0 0 Leah Drury 5750 Lincoln Drive Minneapolis MN 55436 Vice Chair 2.00 0 0 0 Kenneth Colston 5750 Lincoln Drive Minneapolis MN 55436 Treasurer 1.00 0 0 0 LeRoy Bendickson 5750 Lincoln Drive Minneapolis MN 55436 Trustee 1.00 0 0 0 Melanie Dunker 5750 Lincoln Drive Minneapolis MN 55436 Trustee 1.00 0 0 0 Judith Shields 5750 Lincoln Drive Minneapolis MN 55436 Trustee 1.00 0 0 0 Jill Morrison 5750 Lincoln Drive Minneapolis MN 55436 Trustee 1.00 0 0 0 Adade Amenounve 5750 Lincoln Drive Minneapolis MN 55436 Trustee 1.00 0 0 0 Taylyr Winestorfer 5750 Lincoln Drive Minneapolis MN 55436 Trustee 1.00 0 0 0 Cotty Lowry 5750 Lincoln Drive Minneapolis MN 55436 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 1620716 174904 0 1795620 0 0 1795620 26934 1768686 88434 88434 415 415 88019 0 88019 0 88019 99447 0 99447 88019 0 0 57181 270315 10731 19900 358127 99447 0 0 0 88019 11428 0 0 369555 0 0 0 0 0 0 57181 312374 270315 10731 19900 11428 Minneapolis Area Association of Rea 5750 Lincoln Dr Minneapolis MN 554361694 9529339020 The hyperlink to the MN Common Grant Application Form is available on the Foundation website, along with detailed grant application instructions. A cover letter from the requestor, stating the amount requested and the details of the specific purpose for which the grant funds will be used, is required. Also included: a brochure/explanation of the organization's work/mission, a W-9 form, and a commitment to use the grant funds within one of the Association's jurisdictional counties. Must be submitted by the first Tuesday in May for each calendar year. None Agate Housing & Services Inc 2309 Nicollet Avenue Minneapolis MN 55404 None PC General Operations 7500 Angel Foundation 1155 Centre Point Drive Suite 7 Mendota Heights MN 55120 None PC General Operations 7500 Damascus Way Re-Entry Center 1515 - 66th Street Richfield MN 55423 None PC General Operations 7500 Hearts & Hammers - Twin Cities Inc 2603 Fairview Ave North Roseville MN 55113 None PC General Operations 7500 Jeremiah Program 615 - 1st Avenue NE Suite 210 Minneapolis MN 55413 None PC General Operations 15000 PRG Inc 2017 East 38th Street Minneapolis MN 55407 None PC General Operations 7500 The Family Partnership 1527 East Lake Street Minneapolis MN 55407 None PC General Operations 7500 Tubman 4432 Chicago Avenue South Minneapolis MN 55407 None PC General Operations 7500 67500 Jeremiah Program 615 - 1st Avenue NE Suite 210 Minneapolis MN 55413 None PC General Operations 30000 30000 14 44143 18 -326071 0 -281928 0 -281928 0 0 0 0 0 0 0 0 0 0 X X 1 Minneapolis Area Realtors 5750 Lincoln Drive Edina MN 55436 150357 X X 2 Laurie and Cotty Lowry 4242 Queen Avenue South Minneapolis MN 55410 5139 X 3 Lyndon Smith 5704 25th Ave S Minneapolis MN 55417 9772 X X 1 Food for trustee meeting, supplies, and condo fees for Gala. 5407 2023-06-30 3 Two 7 night stays at The Grand Mayan 9772 2023-06-30 Accounting Fees 8700 0 8700 JPMorgan TR I Income FD CL I 81936 81936 Federated HRMS Instl HIYD BD CL IS 136850 136850 Baird FDS Inc Core Plus BD FD Instl CL SHS 245317 245317 Lord Abbett Short Duration Income Fund CL I 81424 81424 Nuveen INVT TR V 86583 86583 First Eagle Overseas Fund, CL I 115079 115079 Vanguard FTSE Developed Markets ETF 121091 121091 Brown Advisory Sustainable Growth Fund Inv Class 80554 80554 Ishares Core S&P 500 ETF 190097 190097 JPMorgan TR II Equity Income Fd CL I 68320 68320 MFS Growth Fund CL I 57777 57777 Vanguard Whitetail FDS High Divid Yield Index Fd ADM 120972 120972 Ishares Core S&P Mid Cap ETF 93123 93123 Madison FDS Mid Cap FD CL I 98827 98827 Federated HRMS Kaufmann SM C CL IS 55139 55139 First Eagle FDS Small Cap Opportunity Fd CL I 55569 55569 Ishares Cor S&P Small Cap ETF 37671 37671 Cohen & Steers Rlty SHS Inc Com CL I FMV 99547 99547 Minnesota Filing Fee 25 0 25 Miscellaneous Expense 3222 0 3222 In-kind Expenses 28195 0 0 Event Expense 51960 0 0 Program Expenses 2500 0 2500 Unrealized gain on investments. 522746 Investment Management Fees 14315 14315 0 Federal Excise Tax 415 0 0