2025-09-09T13:10:22-05:00 2024-12-31 411834878 BURR OAK GROUP INC 3001 BROADWAY STREET NE STE 640 MINNEAPOLIS MN 55413 990PF 2024-01-01 411859473 AVOCET FOUNDATION AVOC 9525121165 3001 BROADWAY STREET NE 640 MINNEAPOLIS MN 55413 JOANNE KLETSCHER PRESIDENT 9525121165 2025-09-09 1 0 P01084498 9525121165 2024 2025-03-06 01:10:19Z X 7002653 X 237633 13776 13776 115772 115772 255692 1293177 255692 3231 3231 626104 388471 0 0 0 43576 43576 0 6629 6604 25 97137 0 0 147342 50180 25 290500 290500 437842 50180 290525 188262 338291 1241 1242 1242 631285 407640 407640 4432936 4844842 6593771 5065462 5253724 7002653 0 0 X 1841124 1841124 0 0 3224338 3412600 5065462 5253724 5065462 5253724 5065462 188262 0 5253724 0 5253724 JOHNSON INST CORE BND P 2024-01-29 2024-09-05 100203 96892 3311 3311 BARROW & HANLEY FIXED INCOME P 2023-11-29 2024-01-25 462098 460372 1726 1726 VANGUARD FTSE EMERGING MARKETS ETF P 2024-04-24 2024-12-13 618085 607523 10562 10562 COHEN & STEERS INSTL RLTY SH P 2021-03-31 2024-09-05 111675 100225 11450 11450 LARGE CAP CORE I P 38430 38430 LARGE CAP CORE I P 124635 124635 POCKET LLC P -35584 -35584 POCKET LLC P 52325 52325 POCKET LLC P 5747 5747 POCKET LLC P 41974 41974 CAPITAL GAINS DIVIDENDS P 1116 1116 1116 255692 4702 0 4702 0 4702 3044 0 0 0 3044 0 1658 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A JOANNE KLETSCHER 9525121165 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOANNE KLETSCHER 3001 BROADWAY STREET NE STE 640 MINNEAPOLIS MN 55413 CEO, SECRETARY, CFO 0.00 0 0 0 NONE 0 NONE 0 0 6229136 490288 0 6719424 0 0 6719424 100791 6618633 330932 330932 4702 4702 326230 0 326230 0 326230 290525 0 290525 326230 288937 0 0 290525 288937 0 0 1588 0 0 0 0 0 0 0 0 324642 0 0 0 X JOANNE KLETSCHER 3001 BROADWAY STREET NE STE 640 MINNEAPOLIS MN 55413 9525121165 PAST AND PRESENT INFORMATION ABOUT THE APPLICANT, BUDGET, PROJECTIONS, USE OF FUNDS, OTHER FUND RAISING EFFORTS, TAX EXEMPTION LETTER, ETC. NONE NONE APPLE TREE DENTAL 8960 SPRINGBROOK DRIVE NW SUITE 150 MINNEAPOLIS MN 55433 PUBLIC CHARITY IMPROVES ORAL HEALTH OF PEOPLE WITH SPECIAL DENTAL ACCESS NEEDS 9000 BELWIN CONSERVANCY 3001 BROADWAY STREEN NE SUITE 640 MINNEAPOLIS MN 55413 PUBLIC CHARITY PROTECT THE ST. CROIX VALLEY THROUGH LAND PRESERVATION 17000 BREAKTHROUGH TWIN CITIES 2051 LARPENTEUR AVENUE EAST ST PAUL MN 55109 PUBLIC CHARITY BREAKTHROUGH TWIN CITIES PREPARED UNDER-RESOURCED STUDENTS FOR COLLEGE SUCCESS AND CULTIVATES THE NEXT GENERATION OF EDUCATORS 17000 COMPASSION AND CHOICES 8156 SOUTH WADSWORTH BOULEVARD - SUITE E - 162 LITTLETON CO 80128 PUBLIC CHARITY TO IMPROVE CARE, EXPAND OPTIONS AND EMPOWER EVERYONE TO CHART THEIR END-OF-LIFE JOURNEY 5000 CONSTELLATION FUND 323 NORTH WASHINGTON AVENUE - SUITE 200 MINNEAPOLIS MN 55401 PUBLIC CHARITY FIGHT POVERTY IN THE TWIN CITIES 10000 FAIRVOTE MINNESOTA FOUNDATION 550 VANDALIA STREET - SUITE 210 ST PAUL MN 55114 PUBLIC CHARITY PROMOTING BETTER DEMOCRACY THROUGH IMPROVING THEVOTING SYSTEM. WE PROVIDE RESEARCH AND EDUCATION ABOUT THEEFFECTS OUR VOTING SYSTEM HAS ON THE QUALITY OF DEMOCRACY ANDADVOCATE FOR RANKED CHOICE VOTING OR OTHER SYSTEMS THAT PROMOTEGREATER COMPETITION, PARTICIPATION, MAJORITY RULE, AND PROPORTIONALREPRESENTATION. 20000 GLOBAL RIGHTS FOR WOMEN 80 SOUTH 8TH STREET SUITE 4200 MINNEAPOLIS MN 55402 PUBLIC CHARITY PROMOTING WOMEN'S HUMAN RIGHTS INTERNATIONALLY 30000 GREAT PLAINS INSTITUTE 2801 21ST AVENUE SOUTH - SUITE 220 MINNEAPOLIS MN 55407 PUBLIC CHARITY BETTER ENERGY POLICY 10000 MAREN FUND 329 WAY AVENUE KIRKWOOD MO 631223940 PUBLIC CHARITY DEVELOPMENTALLY DISABLE CENTERS AND SERVICES 10000 MICROGRANTS 1035 EAST FRANKLIN AVENUE MINNEAPOLIS MN 55404 PUBLIC CHARITY TO SPUR ECONOMIC SELF-SUFFICIENCY BY GIVING STRATEGIC GRANTS TO LOW-INCOME PEOPLE OF POTENTIAL THROUGH PARTNER AGENCIES 32000 PLANNED PARENTHOOD 671 VANDALIA STREET ST PAUL MN 55414 PUBLIC CHARITY TO ENSURE ALL PEOPLE HAVE ACCESS TO THE CARE AND RESOURCES THEY NEED TO MAKE INFROMED DECISIONS ABOUT THEIR BODIES, THEIR LIVES AND THEIR FUTURES 10000 ST CROIX VALLEY FOUNDATION 516 2ND ST 214A HUDSON WI 54016 PUBLIC CHARITY PROMOTE ASSISTANCE IN VALLEYADVANCE QUALITY OF LIFE IN ST. CROIX VALLEY 63000 ST CROIX VALLEY HABITAT FOR HUMANITY 749 RYAN DRIVE HUDSON WI 54016 PUBLIC CHARITY TO CREATE OPPORTUNITIES FOR ALL PEOPLE TO LIVE IN DECENT,DURABLE SHELTER. 10000 VOYAGEUR OUTWARD BOUND 179 ROBIE STREET EAST SUITE 295 ST PAUL MN 55107 PUBLIC CHARITY EDUCATIONAL ORGANIZATION SPECIALIZING IN YOUTH LEADERSHIP AND EXPERIENTIAL EDCUATION, CHANGE LIVES THROUGH CHALLENGE AND DISCOVERY 15000 WILDERNESS INQUIRY 808 14TH AVENUE SE MINNEAPOLIS MN 55414 PUBLIC CHARITY TO CONNECT EVERYONE TO GREAT PLACES THROUGH ACTIVITIES SUCH AS SEA KAYAKING, CANOEING, RAFTING, HIKING, SAFARIS, DOGSLEDDING, OPERATING IN A MANNER THAT FACILITATES FULL PARTICIPATION BY EVERYONE, INCLUDING PEOPLE OF ALL AGES, BACKGROUND, AND ABILITIES 4500 YOUTH FRONTIERS INC 6009 EXCELSIOR BOULEVARD MINNEAPOLIS MN 55416 PUBLIC CHARITY CHANGE WAY KIDS TREAT EACH OTHER IN SCHOOL 28000 290500 0 14 13776 14 115772 14 3231 14 255692 0 388471 0 388471 0 0 0 0 0 0 0 0 0 0 X X 1 CHARITABLE LEAD ANNUITY TRUST NO 1 DTD OCTOBER 11 2002 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 217345 X 2 CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST 2 3001 BROADWAY STREET NE SUITE 640 MINNEAPOLIS MN 55413 20288 X INVESTMENT EXPENSE 33595 33595 0 POCKET 9981 9981 0 ACCOLADE PARTNERS BLOCKCHAIN I I , L . P AT COST 93467 127317 BLACKROCK APPRECIATION STRATEGY FUND AT COST 132392 186829 COHEN & STEERS INSTITUTIONAL REALTY AT COST 13213 13621 CORDILLERA INVESTMENT FUND I I I AT COST 33732 42376 EUROPEAN SECONDARY OPPORTUNITIES I AT COST 23154 13991 EVERGREEN LARGE CAP CORE 1 AT COST 2033648 3174765 FMI INTERNATIONAL FUND AT COST 42072 42840 FUNDAMENTAL PARTNERS I I I LP AT COST 127088 173262 GCM GROSVENOR CO-INVESTMENT OPP FD AT COST 67021 92799 HARRISON STREET REAL ESTATE PARTNERS AT COST 1928 342 IRON POINT AT COST 29693 33347 J . P . MORGAN U . S . REAL ESTATE INCOME AT COST 61992 78753 LAZARD GLOBAL LISTED INFRASTRUCTURE AT COST 114700 118256 LIME ROCK RENEWABLES AT COST 29779 56630 PINEBRIDGE STRUCTURED CAPITAL AT COST 10325 1899 PRIVATE OPP FD I I I , SERIES B AT COST 36229 110379 PRIVATE OPP FD I I I , SERIES D AT COST 24845 60955 PRIVATE OPP FD I V AT COST 209564 313452 PRIVATE OPP FUND V , SERIES B AT COST 18792 23925 PRIVATE OPP FUND V , SERIES C AT COST 23172 25464 RIDGEWOOD INFRASTRUCTURE AT COST 27615 53302 SIGHTLINE HEALTHCARE OPPORTUNITY AT COST 44515 23379 TIMBER BAY FUND AT COST 51211 72076 VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 194319 199409 VANGUARD SMALL-CAP ETF AT COST 219543 329664 WESTLY CAPITAL PARTNERS FUND I I , L . P AT COST 40861 14811 WESTLY CAPITAL PARTNERS FUND, L . P . AT COST 17038 260 PRIVATE OPP FUND VI, SERIES B AT COST 118348 133427 PRIVATE OPP FUND VI, SERIES C AT COST 72432 71657 PRIVATE OPP FUND VI, SERIES D AT COST 95283 106702 RCP SOF IV AT COST 20863 26919 RIDGEWOOD INFRASTRUCTURE II AT COST 26503 27887 VANGUARD FTSE SOCIAL INDEX FUND AT COST 113450 159885 JOHNSON INSTITUTIONAL BOND FUND AT COST 413865 409938 AUDAX SENIOR LOAN FUND AT COST 132800 136916 PRINCIPAL DATA CENTER AT COST 91662 91520 PRIVATE OPP FD VII, SERIES B AT COST 12702 12702 TIMBER BAY III, LP AT COST 25026 32115 POCKET LLC 97137 0 0 POCKET LLC 3231 3231 3231 STATE OF MINNESOTA FILING FEE 25 0 25 BURR OAK GROUP INC. 845 845 0 LARGE CAP CORE 5679 5679 0 POCKET LLC 80 80 0