2024-10-03T14:38:46-07:00 2023-12-31 814529486 Landon C Scott PLLC 8985 33rd St N Lake Elmo MN 55042 990PF 2023-01-01 416044416 CAROLYN FOUNDATION CARO 6125963266 729 N WASHINGTON AVE MINNEAPOLIS MN 55401 REBECCA ERDAHL EXECUTIVE DIRECTOR 6125963266 2024-10-03 true true JULIE R RICHARDSON CPA P01567137 6517748785 2024-10-03 2023 2024-10-15 13:58:12Z X 45672631 X X 884893 884893 1088044 5354128 1088044 0 0 1972937 1972937 211117 5278 205839 80000 2000 78000 38906 973 37933 0 7300 7300 99589 84788 14801 45344 509 19835 0 7456 7456 69876 69876 51571 367 51204 611159 93915 492244 3725865 3725865 4337024 93915 4218109 -2364087 1879022 43547 48121 48121 5126940 5372044 5372044 0 0 1305514 125028 123779 20406845 19702187 33949363 7633932 6869634 6075702 0 35173 103622 0 0 0 0 34516778 32152187 45672631 0 0 2324 1820 2324 1820 X 34514454 32150367 34514454 32150367 34516778 32152187 34514454 -2364087 32150367 32150367 Securities sales P 2022-01-01 2023-06-30 4625825 0 4266084 359741 0 0 0 359741 Capital gain dividends P 2022-01-01 2023-06-30 728303 0 0 728303 0 0 0 728303 1088044 26118 0 26118 0 26118 37135 0 37135 -37135 11017 11017 false false false false false false false true true MN true false false false false true CAROLYNFOUNDATION.ORG CAROLYN FOUNDATION 6125963266 729 N WASHINGTON SUITE 600 MINNEAPOLIS MN 55401 false false false false true false false false false false false false false false false false false false false false false false SOPHIE LaROCQUE 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 CHAIR 1.00 0 0 0 CLARK CARLTON 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 VICE CHAIR 1.00 0 0 0 NELL SMITH 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 TREASURER 1.00 0 0 0 REBECCA ERDAHL 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 SEC/EX DIRECTOR 40.00 211117 20306 0 CLAREN COPP LaROCQUE 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 TRUSTEE 1.00 0 0 0 ALEXANDER CROSBY 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 TRUSTEE 1.00 0 0 0 STEWART CROSBY 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 TRUSTEE 1.00 0 0 0 TIM CROSBY 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 TRUSTEE 1.00 0 0 0 EDMUND C GRAHAM III 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 TRUSTEE 1.00 0 0 0 JOHN JOLLIFFE 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 TRUSTEE 1.00 0 0 0 ANNE CALABRESI 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 TRUSTEE 1.00 0 0 0 BROOKE REED 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 TRUSTEE 1.00 0 0 0 CHRIS SMITH 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 TRUSTEE 1.00 0 0 0 JENNIFER PHELPS 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 TRUSTEE 1.00 0 0 0 GUIDO CALABRESI 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 EMERITUS TRUSTEE 0.00 0 0 0 GENEVIEVE FINSETH 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 OPS & PGM MANGER 32.00 80000 18600 0 1 ASCENT PRIVATE CAPITAL MANAGEMENT 800 NICOLLET MALL MINNEAPOLIS MN 55402 INVESTMENT ADVISORS 88788 1 4391893 39321646 0 43713539 0 43713539 655703 43057836 2152892 2152892 26118 26118 2126774 2126774 2126774 4218109 4218109 2126774 0 0 1313077 1326330 343244 2982651 4218109 0 2126744 2091365 5074016 0 0 0 30 0 5074016 0 1313077 1326330 343244 2091365 NONE NONE BECKY ERDAHL 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 6125963266 SEE WEBSITE - GRANTMAKING SEE WEBSITE - GRANTMAKING SEE WEBSITE - GRANTMAKING SEE ATTACHMENT 2 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 PC SEE ATTACHMENT 2 3693065 SEE ATTACHMENT 3 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 PC SEE ATTACHMENT 3 32800 3725865 SEE ATTACHMENT 4 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 PC SEE ATTACHMENT 4 678200 SEE ATTACHMENT 5 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 PC OPERATING 30615 708815 14 884893 18 1088044 1972937 1972937 false false false false false false false false false false LANDON C. SCOTT, PLLC ACCOUNTING 7300 7300 Sercurities sales Purchased 4625825 4266084 359741 Captial gain distribution Purchased 728303 0 728303 SEE ATTACHMENT 1 5749824 4971366 SEE ATTACHMENT 1 1119810 1104336 SEE ATTACHMENT 1 16359082 27009196 SEE ATTACHMENT 1 3343105 6940167 125028 123779 SEE ATTACHMENT 1 35173 103622 SEMINARS 5426 5426 INSURANCE 4285 4285 MEMBERSHIP 815 815 COMPUTER 14676 367 14309 PROGRAM EXPENSES 18780 18780 TELEPHONE 728 728 PARKING 5051 5051 OFFICE EXPENSE 726 726 PAYROLL EXPENSE 953 953 MISCELLANEOUS 131 131 CREDIT CARD LIABILITY 1552 402 PAYROLL LIABILITIES 772 1418 FRANKIE ROMAN CONSULTING 1556 1556 OTHER CONTRACT 4095 4095 INVESTMENT ADVISOR FEES INVESTMENT MANAGEMENT 84788 84788 PINK CONSULTING CONSULTING 9150 9150 PAYROLL TAXES 20344 509 19835 EXCISE TAXES 25000