2025-11-14T15:43:09-06:00 2024-12-31 331197384 ANDERSEN TAX LLC 71 SOUTH WACKER DRIVE CHICAGO IL 60606 990PF 2024-01-01 201919362 CLOVERFIELDS FOUNDATION CLOV 9522088625 111 10TH STREET SOUTH 200 NAPLES FL 34102 MICHAEL DESLAURIERS TREASURER 9522088625 2025-11-14 1 0 KATHERINE MCCUE P01807357 3123573950 2024 2025-03-06 01:10:19Z X 207958894 X 31115530 2941886 2941886 3243100 14747107 3243100 37300516 6184986 0 0 0 0 0 15513 15513 0 0 313146 61278 0 0 80 0 0 0 328739 76791 0 0 5258000 5258000 5586739 76791 0 5258000 31713777 6108195 0 11855677 3882404 3882404 1234063 39708996 42710189 167999531 4607141 4607141 4607141 5735600 4086049 7241925 29107296 60257863 58441659 207958894 4600000 4800000 4600000 4800000 X 0 0 0 0 55657863 53641659 55657863 53641659 60257863 58441659 55657863 31713777 0 87371640 33729981 53641659 PUBLICLY TRADED SECURITIES - FIDELITY 6683 2440611 2449578 -8967 -8967 PUBLICLY TRADED SECURITIES - FIDELITY 6684 1362171 1344657 17514 17514 PUBLICLY TRADED SECURITIES - FIDELITY 7887 133585 131470 2115 2115 PUBLICLY TRADED SECURITIES - FIDELITY 6683 5116490 3895883 1220607 1220607 PUBLICLY TRADED SECURITIES - FIDELITY 6684 3937839 3505997 431842 431842 PUBLICLY TRADED SECURITIES - FIDELITY 7887 232153 176422 55731 55731 BLACKIVY LLC 1524258 1524258 1524258 3243100 10662 84904 0 84904 0 84904 94442 0 0 0 94442 X 0 9538 9538 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A MICHAEL DESLAURIERS 9522088625 111 10TH STREET SOUTH SUITE 200 NAPLES FL 34102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN J HEMSLEY 21 THIRD STREET NORTH SUITE 400 MINNEAPOLIS MN 55401 PRESIDENT 1.00 0 0 0 BARBARA K HEMSLEY 21 THIRD STREET NORTH SUITE 400 MINNEAPOLIS MN 55401 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 153213638 6698340 31176173 191088151 0 0 191088151 2866322 188221829 9411091 9411091 84904 84904 9326187 0 9326187 0 9326187 5258000 0 5258000 9326187 0 0 460110 460110 5258000 0 0 0 5258000 0 460110 460110 0 0 0 0 0 3608077 0 0 0 STEPHEN J HEMSLEY BARBARA K HEMSLEY X AGATE HOUSING AND SERVICES 2309 NICOLLET AVENUE MINNEAPOLIS MN 55404 NONE PC GENERAL OPERATING FUND 5000 AIM HIGHER FOUNDATION 2610 UNIVERSITRY AVENUE ST PAUL MN 55114 NONE PC GENERAL OPERATING FUND 50000 AMERICAN HEART ASSOCIATION 2750 BLUE WATER ROAD EAGAN MN 55121 NONE PC GENERAL OPERATING FUND 1000 ASCENSION CATHOLIC SCHOOL 1726 DUPONT AVENUE NORTH MINNEAPOLIS MN 55411 NONE PC GENERAL OPERATING FUND 25000 BASILICA OF ST MARY'S PO BOX 50010 MINNEAPOLIS MN 55405 NONE PC GENERAL OPERATING FUND 53000 BIG BROTHERS BIG SISTERS OF AMERICA 2502 N ROCKY POINT DRIVE TAMPA FL 33607 NONE PC GENERAL OPERATING FUND 1000 BRECK SCHOOL 123 OTTAWA AVE N GOLDEN VALLEY MN 55422 NONE PC GENERAL OPERATING FUND 5000 CONSTELLATION FUND 323 NORTH WASHINGTON AVENUE 2ND FL MINNEAPOLIS MN 55401 NONE PC GENERAL OPERATING FUND 50000 CRISTO REY JESUIT HIGH SCHOOL 2924 4TH AVE S MINNEAPOLIS MN 55408 NONE PC GENERAL OPERATING FUND 100000 DELASALLE HIGH SCHOOL 1 DELASALLE DRIVE MINNEAPOLIS MN 55401 NONE PC GENERAL OPERATING FUND 100000 FORDHAM UNIVERSITY PO BOX 417762 BOSTON MA 02241 NONE PC GENERAL OPERATING FUND 762500 INTERFAITH OUTREACH & COMMUNITY PARTNERS 1605 COUNTY ROAD 101 PLYMOUTH MN 55447 NONE PC GENERAL OPERATING FUND 1005000 JANE BRATTAIN BREAST CENTER (HEALTHPARTNERS) 3850 PARK NICOLLET BLVD ST LOUIS PARK MN 55416 NONE PC GENERAL OPERATING FUND 5000 LEO C BYRNE RESIDENCE FUND COURT WEST SUITE 500 2610 UNIVERSIT AVENUE WEST ST PAUL MN 55114 NONE PC GENERAL OPERATING FUND 500000 LIFESONG FOR ORPHANS INC 101 N WESTERN AVE BRIDLEY IL 61744 NONE PC GENERAL OPERATING FUND 500000 MARYWOOD UNIVERSITY 2300 ADAMS AVENUE SCRANTON PA 18509 NONE PC GENERAL OPERATING FUND 650000 MINNEAPOLIS INSTITUTE OF ARTS 2400 3RD AVE S MINNEAPOLIS MN 55404 NONE PC GENERAL OPERATING FUND 30000 NATIONAL ALOPECIA FOUNDATION 65 MITCHELL BOULEVARD STE 200-B SAN RAFAEL CA 94903 NONE PC GENERAL OPERATING FUND 2500 NATIONAL MULTIPLE SCLEROSIS SOCIETY PO BOX 91891 WASHINGTON DC 200901891 NONE PC GENERAL OPERATING FUND 10000 NATIONAL PHILANTHROPIC TRUST (DONOR ADVISED FUND) 165 TOWNSHIP LINE ROAD STE 1200 JENKINTOWN PA 19046 NONE PC GENERAL OPERATING FUND 250000 NORTHERN STAR SCOUTING 6202 BLOOMINGTON RD ST PAUL MN 55111 NONE PC GENERAL OPERATING FUND 60000 PRISMA HEALTH MIDLANDS FOUNDATION 1600 MARION ST COLUMBIA SC 29201 NONE PC GENERAL OPERATING FUND 1000 RELEASE RECOVERY FOUNDATION 55 W 19TH ST NEW YORK NY 10011 NONE PC GENERAL OPERATING FUND 10000 SMILE TRAIN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 NONE PC GENERAL OPERATING FUND 20000 ST JOHN THE BAPTIST BYZANTINE CATHOLIC CHURCH 2215 3RD STREET NE MINNEAPOLIS MN 55418 NONE PC GENERAL OPERATING FUND 1000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC GENERAL OPERATING FUND 1000 ST OLAF CATHOLIC CHURCH 215 S 8TH STREET MINNEAPOLIS MN 55402 NONE PC GENERAL OPERATING FUND 50000 ST PAUL'S EPISCOPAL CHURCH (MARY PIPPIN) 1917 LOGAN AVE S MINNEAPOLIS MN 55403 NONE PC GENERAL OPERATING FUND 5000 UNIVERSITY OF MINNESOTA MASONIC CHILDREN'S HOSPITAL 2450 RIVERSIDE AVE MINNEAPOLIS MN 55454 NONE PC GENERAL OPERATING FUND 250000 UNIVERSITY OF ST THOMAS - DOUGHERTY COLLEGE 2115 SUMMIT AVENUE ST PAUL MN 55105 NONE PC GENERAL OPERATING FUND 750000 WYE PARISH 14114 OLD WYE MILLS ROAD WYE MILLS MD 21679 NONE PC GENERAL OPERATING FUND 5000 5258000 0 14 2941886 18 3243100 0 6184986 0 6184986 0 0 0 0 0 0 0 0 0 0 X X 1 STEPHEN HEMSLEY 21 THIRD STREET NORTH SUITE 400 MINNEAPOLIS MN 55401 31115530 X X 1 35,000 SHARES UNITEDHEALTH GROUP (UNH) STOCK 20842150 2024-09-06 1 8,000 SHARES UNITEDHEALTH GROUP (UNH) STOCK 4926480 2024-11-11 1 9,000 SHARES UNITEDHEALTH GROUP (UNH) STOCK 5346900 2024-09-10 MARKETABLE SECURITIES 42710189 167999531 PRIVATE EQUITY FUND INVESTMENTS AT COST 7241925 29008763 EURO (EUR) FMV 0 42381 POUND STERLING (GBP) FMV 0 56152 OTHER DIFFERENCES 33729981 WIRE FEE 80 0 0 0 INVESTMENT MANAGEMENT FEES 15513 15513 0 0 PROPERTY TAXES 70299 0 0 0 NET INVESTMENT INCOME TAX 181569 0 0 0 FOREIGN TAXES PAID 61278 61278 0 0