2025-08-01T12:08:50-05:00 2024-12-31 200472826 BGM CPA LLC 7900 INTERNATIONAL DR STE 800 BLOOMINGTON MN 554251581 990PF 2024-01-01 200472176 LENZMEIER FAMILY FOUNDATION LENZ 6123275944 750 S 2ND ST 802 MINNEAPOLIS MN 55401 ALLEN LENZMEIER PRESIDENT 6123275944 2025-07-17 1 0 MARK COSSETTE P00096275 9528442500 2025-07-17 2024 2025-03-06 01:10:19Z X 47990236 X 343560 1192562 1201853 2525714 40095114 2576394 18421 14754 0 4080257 3793001 0 0 0 0 0 8685 0 0 8685 242696 242696 0 0 72578 1616 0 25 289622 62864 0 0 613581 307176 0 8710 1913500 1913500 2527081 307176 0 1922210 1553176 3485825 0 2814498 2854008 2854008 16116548 18425615 33127163 7909640 6826617 12009065 26840686 28106240 47990236 0 0 X 16903321 16903321 0 0 9937365 11202919 26840686 28106240 26840686 28106240 26840686 1553176 0 28393862 287622 28106240 FUNDAMENTAL PARTNERS III ACCESS P 2024-12-31 28340 28340 28340 FOUNDERS PROPERTY INC FUND V P 2024-12-31 32318 9978 22340 22340 PERSHING XT8-001192 P 2024-12-31 148882 158494 -9612 -9612 PERSHING XT8-002926 P 2024-12-31 5880722 5454776 425946 425946 PERSHING XT8-002926 P 2024-12-31 1282315 750425 531890 531890 PERSHING XT8-002926 P 2024-12-31 31112247 31112247 0 0 PERSHING XT7-002934 P 2024-12-31 1610290 32800 1577490 1577490 2576394 48453 0 48453 0 48453 70000 0 0 0 70000 X 0 21547 21547 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MN 1 0 0 0 0 1 N/A ALLEN KATHLEEN LENZMEIER 6123454074 750 S 2ND STREET 802 MINNEAPOLIS MN 55401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLEN LENZMEIER 750 S 2ND STREET 802 MINNEAPOLIS MN 55401 PRESIDENT 2.00 0 0 0 KATHLEEN LENZMEIER 750 S 2ND STREET 802 MINNEAPOLIS MN 55401 SECRETARY/TRESURER 2.00 0 0 0 NONE 0 NONE 0 0 41103343 4137585 0 45240928 0 0 45240928 678614 44562314 2228116 2228116 48453 5318 53771 2174345 0 2174345 0 2174345 1922210 0 1922210 2174345 1852568 0 0 1922210 1852568 0 0 69642 0 0 0 0 0 0 0 0 2104703 0 0 0 ALLEN LENZMEIER KATHLEEN LENZMEIER X ALIGHT 615 1ST AVE NE 500 MINNEAPOLIS MN 55413 NONE PC GENERAL OPERATING 30000 ASCENSION CATHOLIC SCHOOL 1726 DUPONT AVE N MINNEAPOLIS MN 55411 NONE PC GENERAL OPERATING 100000 BOYS AND GIRLS CLUB OF THE TWIN CITIES 6500 NICOLLET AVE STE 201 MINNEAPOLIS MN 554231674 NONE PC GENERAL OPERATING 308000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST PAUL & MPLS 1200 2ND AVE S MINNEAPOLIS MN 554032513 NONE PC GENERAL OPERATING 105000 FISTULA FOUNDATION 1922 THE ALAMEDA STE 302 SAN JOSE CA 95126 NONE PC GENERAL OPERATING 20000 GUTHRIE THEATER FOUNDATION 818 S 2ND ST MINNEAPOLIS MN 55415 NONE PC GENERAL OPERATING 100000 MACPHAIL CENTER FOR MUSIC 501 S 2ND ST MINNEAPOLIS MN 55401 NONE PC GENERAL OPERATING 100000 MINNESOTA ORCHESTRA 1111 NICOLLET MALL MINNEAPOLIS MN 554032513 NONE PC GENERAL OPERATING 250000 MINNESOTA STATE UNIVERSITY MANKATO FOUNDATION 224 ALUMNI FOUNDATION MANKATO MN 56001 NONE PC GENERAL OPERATING 36000 NATURE CONSERVANCY 1101 W RIVER PKWY 200 MINNEAPOLIS MN 55415 NONE PC GENERAL OPERATING 30000 NORTHEASTERN MINNESOTANS FOR WILDERNESS 13667 DEER RD ELY MN 55731 NONE PC GENERAL OPERATING 10000 NORTHSIDE ACHIEVEMENT ZONE 2123 WEST BROADWAY AVENUE 100 MINNEAPOLIS MN 55411 NONE PC GENERAL OPERATING 125000 PACER CENTER INC 8161 NORMANDALE BLVD MINNEAPOLIS MN 554371044 NONE PC GENERAL OPERATING 175000 RISEN CHRIST 1120 E 37TH ST MINNEAPOLIS MN 55407 NONE PC GENERAL OPERATING 50000 THE ADVOCATES FOR HUMAN RIGHTS 650 3RD AVE S STE 1240 MINNEAPOLIS MN 554021947 NONE PC GENERAL OPERATING 70000 THE CONSTELLATION FUND 729 N WASHINGTON AVE STE 600 MINNEAPOLIS MN 55401 NONE PC GENERAL OPERATING 25000 PLYMOUTH CHRISTIAN YOUTH 2210 N OLIVER AVE MINNEAPOLIS MN 55411 NONE PC GENERAL OPERATING 50000 THE WOMAN'S CLUB OF MINNEAPOLIS 410 OAK GROVE ST MINNEAPOLIS MN 55403 NONE PC GENERAL OPERATING 100000 MICROGRANTS 100 N 6TH ST MINNEAPOLIS MN 55403 NONE PC GENERAL OPERATING 50000 DOWN SYNDROME ASSOCIATION 656 TRANSFER RD ST PAUL MN 55114 NONE PC GENERAL OPERATING 25000 MINNEAPOLIS PARKS FOUNDATION 4800 MINNEHAHA AVE MINNEAPOLIS MN 55417 NONE PC GENERAL OPERATING 132500 OPEN ARMS OF MINNESOTA 2500 BLOOMINGTON AVE MINNEAPOLIS MN 55404 NONE PC GENERAL OPERATING 22000 1913500 0 14 1192562 531390 18421 18 2525714 18421 3718276 0 3736697 0 0 0 0 0 0 0 0 0 0 X X 1 ALLEN AND KATHLEEN LENZMEIER 750 S 2ND STREET APT 802 MINNEAPOLIS MN 55401 343560 X 1 4000 SHARES OF BEST BUY INC (BBY) 343560 2024-12-31 ACCOUNTING 8685 0 0 8685 INVESTMENTS - CORPORATE STOCK 18425615 33127163 INVESTMENTS - OTHER INVESTEMNTS FMV 5473721 10233447 INVESTMENTS - FOUNDERS PROPERTIES IV FMV 182144 477233 INVESTMENTS - FUNDAMENTAL PARTNERS FMV 219668 347732 INVESTMENTS - FOUNDERS PROPERTIES V FMV 370303 852152 INVESTMENTS - FOUNDERS PROPERTIES VI FMV 580781 98501 EXCESS FMV OVER COST OF ASSETS CONTRIBUTED 287622 FUNDAMENTAL K-1 INTEREST EXPENSES 0 11315 0 0 FUNDAMENTAL K-1 INVESTMENT EXPENSES 0 13225 0 0 FOUNDERS VI K-1 PASS THROUGH LOSSES 0 38324 0 0 OTHER ADJUSTMENT 289622 0 0 0 FUNDAMENTAL PARTNERS K-1 -74289 -38336 FOUNDERS V K-1 1380 39961 FOUNDERS IV K-1 -21023 1713 FOUNDERS VI K-1 112353 11416 INVESTMENT ADVISOR FEES 242696 242696 0 0 FEDERAL PAYMENTS 70937 0 0 0 MN FEE 25 0 0 25 NRWH 0 0 0 0 FOREIGN TAXES 1616 1616 0 0