2025-11-14T13:03:28-06:00 2024-12-31 411397419 Abdo LLP 100 Warren St STE 600 Mankato MN 56001 990PF 2024-01-01 474002921 Gold Bay Foundation GOLD 6123289924 729 N Washington Ave Minneapolis MN 55401 Barbara Gold Lurie President/Director 6123289924 2025-11-13 1 1 Janeen K Steffel P00236715 5076252727 2025-11-13 2024 2025-03-06 01:10:19Z X 32297789 X X 521740 511916 2034389 6785331 2027911 -69661 -55515 2486468 2484312 0 0 0 312364 190644 121720 64779 2 0 397 15 382 377540 190661 122102 2526000 2526000 2903540 190661 2648102 -417072 2293651 387831 1041790 1041790 1652009 1368648 1368648 12886365 14880919 14880919 2121528 1540200 1540200 13757207 13466232 13466232 30804940 32297789 32297789 0 0 X 0 0 0 0 30804940 32297789 30804940 32297789 30804940 32297789 30804940 -417072 1909921 32297789 0 32297789 Sale of Publicly Traded Securities P 2024-12-31 6580182 4750942 1829240 1829240 Capital Gain Distributions P 2024-12-31 3384 3384 3384 Partnership Capital Gains P 2024-12-31 195287 6478 188809 188809 Partnership Capital Gains - UBTI P 6478 6478 6478 2027911 31882 0 31882 0 31882 47086 0 0 0 47086 X 54 15150 15150 0 0 0 0 0 0 0 0 0 0 0 1 1 MN DE 1 0 0 0 1 1 N/A Kerrie Blevins 6123289924 729 North Washington Ave 6th Fl Minneapolis MN 55401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Barbara Gold Lurie 729 N Washington Ave 6th Fl Minneapolis MN 55401 Pres/Dir 1.00 0 0 0 Keith Lurie 729 N Washington Ave 6th Fl Minneapolis MN 55401 Treas/Sec/Dir 1.00 0 0 0 NONE 0 Evercore Wealth Management 55 East 52nd Street New York NY 10055 Investment Mgmt 160214 Kerrie Blevins Consulting 729 N Washington Ave 6th Fl Minneapolis MN 55401 Consulting 152150 0 0 31148542 563751 0 31712293 0 0 31712293 475684 31236609 1561830 1561830 31882 31882 1529948 0 1529948 0 1529948 2648102 0 2648102 1529948 0 0 603817 283435 584829 1472081 2648102 0 0 0 1529948 1118154 0 0 2590235 0 0 0 0 0 0 0 2590235 603817 283435 584829 1118154 X Minnesota Orchestral Association PO Box 86 Minneapolis MN 55486 N/A PC Partner with A Section 100000 Schwab Charitable PO Box 628298 Orlando FL 32862 N/A PC General Operating Support 2350000 Minnesota Orchestral Association PO Box 86 Minneapolis MN 55486 N/A PC 2024 Symphony Ball 10000 Temple of Israel 2323 Fremont Ave S Minneapolis MN 55405 N/A PC Voices 2024 10000 Scandia Heritage Alliance PO Box 159 Scandia MN 55073 N/A PC Support for the Water Tower Barn 10000 Minnesota Orchestral Association PO Box 86 Minneapolis MN 55486 N/A PC Fund the Music 25000 University of Minnesota Foundation 200 Oak Street SE Ste 500 Minneapolis MN 55455 N/A PC Solar Vehicle Project 2500 Wild Rivers Conservancy of the St Croix PO Box 655 St Croix Falls WI 54024 N/A PC General Operating Support 10000 Friends of Hennepin County Library 300 Nicollet Mall Minneapolis MN 55401 N/A PC General Operating Support 5000 Advocates for Human Rights 330 Second Avenue South Suite 800 Minneapolis MN 55401 N/A PC General Operating Support 1000 Friends of St Paul Public Library 2610 University Ave W Saint Paul MN 55114 N/A PC General Operating Support 2500 2526000 0 901101 237 14 521503 14 241 901101 6478 18 2027911 Partnership Ordinary and Rental Income 901101 -13831 14 -9375 Partnership Other Income 901101 -315 14 -46381 -7431 2493899 0 2486468 0 0 0 0 0 0 0 0 0 0 American Tower Corp 4.000% 99532 99532 Bank of NY Mellon VAR 48817 48817 CIGNA Corp 4.375% 98028 98028 Enterprise Products 5.050% 150733 150733 GATX Corp 5.400% 252802 252802 Honeywell International Inc 4.950% 250105 250105 Oracle Corp 4.200% 193194 193194 PNC Bank 5.9% 200614 200614 Shell International 2.875% 146656 146656 Walt Disney Co. 3.35% 99719 99719 Abbot Labs, 3,350 Sh 378918 378918 Accenture PLC, 1,260 443255 443255 Adobe Inc, 710 Sh 315723 315723 Alphabet Inc A, 760 Sh 143868 143868 Alphabet Inc C, 3,275 Sh 623691 623691 Amazon.com, 3,175 Sh 696563 696563 Ansys Inc, 485 Sh 163605 163605 Apple Inc, 4,400 Sh 1101848 1101848 Autozone Inc, 110 Sh 352220 352220 Berkshire Hathaway, 780 Sh 353558 353558 BlackRock Inc, 425 Sh 435672 435672 Blackstone Inc, 3,700 Sh 637954 637954 Borg Warner Automotive Inc, 4,975 Sh 158155 158155 Builders Firstsource Inc, 1,875 Sh 267994 267994 CBRE Group Inc, 3,000 Sh 393870 393870 CDW Corp, 1,625 Sh 282815 282815 Chubb Ltd 428265 428265 Constellation Brands Inc, 1,275 Sh 281775 281775 Costco Wholesale Corp, 710 Sh 650552 650552 Crocs Inc, 1,375 Sh 150604 150604 Fiserv Inc, 775 Sh 159201 159201 Home Depot, 1,375 Sh 534861 534861 JP Morgan Chase, 1,635 Sh 391926 391926 MasterCard Inc, 1,150 Sh 605556 605556 McDonalds Corp, 775 Sh 224665 224665 Medtronic PLC, 1,300 Sh 103844 103844 Microsoft Corp, 2,325 Sh 979988 979988 Morgan Stanley, 4,300 Sh 540596 540596 Novo Nordisk, 1,550 Sh 133331 133331 NVIDIA Corp, 8,750 Sh 1175037 1175037 Thermo Fisher, 855 Sh 444797 444797 TJX Cos Inc, 2,950 Sh 356389 356389 United Health Group Inc, 965 Sh 488155 488155 Williams Co Inc, 9,000 Sh 481668 481668 750576 750576 618072 618072 Accolade Partners Blockchain I FMV 112413 112413 Accolade Partners VII FMV 711960 711960 Accolade Qed Vii Growth FMV 314191 314191 Accolade Vi-C Thoma Bravo FMV 378992 378992 AG Realty Fund X FMV 303221 303221 American Tower Corp REIT, 1,375 Sh FMV 252189 252189 Btlas 2016 FMV 230689 230689 Eaton Vance Income Fd 205,069 Sh FMV 1064309 1064309 Fortress Credit Opps Fund V FMV 428970 428970 Golub Capital 11 Offshore FMV 656250 656250 Harbert VI Offshore FMV 216611 216611 Icapital-Insight Access Fund FMV 838447 838447 Infinity Q Divers Alpha-Inst, 88,377.95 Sh FMV 2209 2209 iShares Core S&P 500 ETF, 6,775 Sh FMV 3988307 3988307 Sharenett Qed6 Fund FMV 506463 506463 Thrive Bio Science FMV 100000 100000 True Green Capital III, LP FMV 137760 137760 True Green Capital Leveraged Feeder FMV 456045 456045 Usra Net Lease IV FMV 639536 639536 Wave Equity Fund II LP FMV 1015273 1015273 Wisdomtree US Largecap, 14,300 Sh FMV 1112397 1112397 Bank Fees 15 15 0 Filing Fees 232 0 232 Software 150 0 150 Other Investment Income 241 241 241 Partnership Ordinary and Rental Income -9375 Partnership Other Income -46381 Partnership Ordinary and Rental Income -23206 -23206 Partnership Other Income -46696 -46696 Net Unrealized Gains or Losses on Investments 1909921 Investment Management Fees 160214 160214 0 Foundation Management Fees 152150 30430 121720 Excise Tax 64775 0 0 Partnership Foreign Tax 4 2 0