2024-11-11T15:18:28-06:00 2023-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2023-01-01 475349180 Burgum Foundation c/o Arthur Companies Inc BURG 7019678312 PO Box 145 Arthur ND 580060145 Julia Asprey Executive Director 7019678312 2024-11-11 1 1 Deb Nelson CPA P01264758 6122536500 2024-11-11 2023 2024-10-15 13:58:12Z X 16573408 X X 22415 22415 199958 194862 229168 798873 229168 182 0 451723 446445 24923 4985 19938 1907 382 1525 56037 17794 38243 1378 1378 0 32387 0 32387 572 0 572 436 0 436 117640 24539 93101 965004 965004 1082644 24539 1058105 -630921 421906 368202 706166 706371 2870134 2517004 15866854 111 183 183 3238447 3223353 16573408 0 0 X 0 0 0 0 3238447 3223353 3238447 3223353 3238447 3223353 3238447 -630921 615827 3223353 0 3223353 Publicly Traded Securities P 798873 569705 229168 229168 229168 5864 0 5864 0 5864 6457 0 0 0 6457 0 593 593 0 0 0 0 0 0 0 0 0 0 0 1 1 ND 1 0 0 0 0 1 N/A Julia Asprey 7019976125 PO Box 145 Arthur ND 580060145 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Katherine B Itterman PO Box 145 Arthur ND 588060145 President/Treasurer/Executive Director 20.00 24923 0 0 Frederick W Burgum PO Box 145 Arthur ND 588060145 Board Chair/Director 2.00 0 0 0 Brooks F Burgum PO Box 145 Arthur ND 588060145 Vice President/Director 0.50 0 0 0 Jodelle J Burgum PO Box 145 Arthur ND 588060145 Secretary/Director 0.50 0 0 0 NONE 0 NONE 0 0 14124867 498390 0 14623257 0 0 14623257 219349 14403908 720195 720195 5864 5864 714331 0 714331 0 714331 1058105 0 1058105 714331 417222 0 0 1058105 417222 0 0 640883 0 0 0 0 0 0 0 0 73448 0 0 0 Katherine B Itterman Frederick W Burgum Brooks F Burgum Jodelle J Burgum X Anne Carlson Center 2200 20th St SW Jamestown ND 58401 PC Educational Materials 40701 Bill of Rights Institute 1310 North Courthouse Road Arlington VA 22203 PC ND Programming 50054 Central Cass Public School 802 5th St N Casselton ND 58012 GOV Tuition support 38775 Dickinson Public School 444 4th St W Dickinson ND 58601 GOV FSCS Consortium 15219 Emerging Prairie 118 Broadway N Suite S1 Fargo ND 58102 PC TedX 7500 Enderlin Public School 410 Bluff St Enderlin ND 58027 GOV School Based Behavioral Health Service 17200 Fairmount Public School 400 Main Ave Fairmount ND 58030 GOV School based support 12875 Griggs County Central Public School 1207 Foster Ave Cooperstown ND 58425 GOV Full Service Community School 42067 Growing Small Towns 510 Main Ave Oakes ND 58474 PC Rural Entrepreneurship Support 33125 Hettinger Public School 209 8th St S Hettinger ND 58639 GOV Mental Health Support 1500 Hope Blooms 758 34th St N O Fargo ND 58102 PC Rural Outreach 22000 Jamestown Public School 207 2nd Ave SE Jamestown ND 58401 GOV Tuition support 42195 Junior Achievement PO Box 8 West Fargo ND 58078 PC Entrepreneurship Education 22500 LaMoure Public Schools 510 2nd St SE LaMoure ND 58258 GOV Tuition support 13460 Linton Public Schools 101 3rd St NE Linton ND 58552 GOV Tuition support 66472 Maple Valley 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Tuition support 12000 St John's School 115 2nd Ave N Wahpeton ND 58075 GOV Educational Materials 6820 Swift Eagle PO Box 1977 Avon CO 81620 PC Operational Support 40000 Towner Granville Upham Public School PO Box 270 Towner ND 58788 GOV Tuition support 27210 UND Foundation 3501 University Ave Stop 8157 Grand Forks ND 58202 PC Resident Teacher 40224 University of Mary 7500 University Dr Bismarck ND 58504 PC Tuition support 165485 Valley City State University 201 College St SE Valley City ND 58072 GOV Educational Materials 22115 Valley-Edinburg School 600 5th St Edinburg ND 58227 PC Mental Health Grant 10000 Wahpeton Public School 1021 11th St N Wahpeton ND 58075 GOV Tuition support 18387 Westhope Public School 395 Main St Westhope ND 58793 GOV School based support 5000 YoungLife 211 South River Ridge Circle STE 100 Minneapolis MN 55337 PC Youth Ministry 15453 965004 0 14 22415 14 199958 18 229168 Refund of Taxes 182 0 451541 182 451723 11a The amount reported on line 11a represents a refund of estimated tax. 0 0 0 0 0 0 0 0 0 0 ABBOTT LABORATORIES CMN (ABT) 1477 46119 ABBVIE INC COM 1382 1395 ADVANCED MICRO DEVICES INC COM 6186 11645 ADYEN N V UNSPONSRED ADS 4789 5464 ALPHABET INC CAP STK CL C 17059 21985 AMAZON.COM INC 17765 18233 APPLE INC COM 39033 122642 APPLIED MATLS INC COM 4259 5997 BK OF AMERICA CORP NCM PFD HH 5.875% 100085 95087 BLOCK, INC 25271 11370 BROADCOM CORP (AVGO) 38377 159624 CISCO SYSTEMS, INC. CMN (CSCO) 59257 90532 CLEARFIELD INC COM 7484 3373 CLOUDFLARE INC CL A COM 8055 12739 COMCAST CORPORATION CMN CLASS A VOTING (CMCSA) 56819 64547 CORTEVA, INC. CMN (CTVA) 14615 24295 DOW INC. 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CMN (MDLZ) 85134 132815 MORGAN STANLEY PREFERRED (MS) 100125 94216 NORTHROP GRUMMAN CORP CMN (NOC) 84759 143719 ORACLE CORPORATION CMN (ORCL) 1864 54191 PALO ALTO NETWORKS INC COM 3851 6487 PAYPAL HLDGS INC COM 3793 3992 PAYPAL HOLDINGS INC CMN (PYPL) 1169 31442 PFIZER INC (PFE) 23577 17130 PHILIP MORRIS INTL INC CMN (PM) 84800 91088 PRUDENTIAL FINANCIAL INC (PRU) 28423 31113 PURE STORAGE INC CL A 6112 8844 QUALCOMM INC COM 4631 5930 QUALYS INC COM 1211 1570 ROCHE HLDG LTD (RHHBY) 49567 53562 SHERWIN-WILLIAMS CO CMN (PM) 84419 187140 SKYWORKS SOLUTIONS INC COM 2451 2586 SNOWFLAKE INC CL A 12660 8756 SOUTHERN COMPANY (SO) 118058 160224 SUNCOR ENERGY INC CMN (SU) 56733 54948 SYSCO CORPORATION CMN (SYY) 1899 33274 TAIWAN SEMICONDUCTOR MFG CO LTD 14149 18096 TESLA, INC 11735 11927 TEXAS INSTRUMENTS INC COM 15534 24887 THE TRADE DESK INC 6153 5829 TJX COMPANIES INC (NEW) CMN (TJX) 85110 154974 UNITEDHEALTH GROUP INC COM 6352 6844 UNIVERSAL DISPLAY CORP COM 2139 3060 US BANCORP DEL PREFERRED 100207 90171 VANGUARD REAL ESTATE ETF (VNQ) 101598 106032 VANGUARD REIT INDEX FUND CMN (VNQ) 161584 177692 VERIZON COMMUNICATIONS, INC. CMN (VZ) 56756 37474 VISA INC COM CL A 1295 1302 VISA INC. CMN CLASS A (V) 1672 39573 WELLS FARGO & CO (NEW) CMN (WFC) 19892 19688 Overpaid Payroll Taxes 111 183 183 Office Supplies 436 0 436 Refund of Taxes 182 182 Unrealized Appreciation in Grants of Stock 615827 Investment Management Fees 8233 8233 0 Professional Fees 47804 9561 38243 Foreign Taxes 1378 1378 0