2026-06-22T08:27:43-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2025-01-01 470772671 CATHERINE MARIE SCHMOKER FAMILY FOUNDATION CATH 6128401240 5200 FRANCE AVENUE SOUTH 36 EDINA MN 55410 CATHERINE S HUNNEWELL PRESIDENT 6128401240 2026-06-11 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-06-11 2025 2025-03-06 01:10:19Z X 10909796 X X 291063 291063 367591 1510118 367591 658654 658654 0 0 0 3180 1590 1590 35159 35159 0 10725 5423 0 49064 42172 1590 492000 492000 541064 42172 493590 117590 616482 127266 386891 389891 4169052 3961260 8036415 1540061 1726315 1588243 918315 797818 895247 6754694 6872284 10909796 0 0 X 0 0 17521 17521 6737173 6854763 6754694 6872284 6754694 6872284 6754694 117590 0 6872284 0 6872284 PUBLICLY TRADED SECURITIES P 1395432 1142527 252905 252905 CAPITAL GAINS DIVIDENDS P 114686 114686 114686 367591 8569 0 8569 0 8569 5200 0 0 0 5200 X 0 3369 0 0 0 0 0 0 0 0 0 0 1 1 NE MN 1 0 0 0 0 1 N/A CATHERINE S HUNNEWELL 6128401240 5200 FRANCE AVENUE SOUTH 36 EDINA MN 55410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHERINE S HUNNEWELL 5200 FRANCE AVENUE SOUTH EDINA MN 55410 PRESIDENT & DIRECTOR 4.00 0 0 0 CATHERINE STUART SCHMOKER 6616 BISCAYNE BLVD EDINA MN 55436 VICE PRESIDENT & DIRECTOR 2.00 0 0 0 WILLARD P HUNNEWELL JR 5200 FRANCE AVENUE SOUTH EDINA MN 55410 SECRETARY & TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 10237751 151746 0 10389497 0 0 10389497 155842 10233655 511683 511683 8569 8569 503114 0 503114 0 503114 493590 0 493590 503114 415868 0 0 493590 415868 0 0 77722 0 0 0 0 0 0 0 0 425392 0 0 0 CATHERINE S HUNNEWELL CATHERINE S HUNNEWELL PRESIDENT CAT 5200 FRANCE AVENUE SOUTH 36 EDINA MN 55410 9529206463 THE ORGANIZATION REQUESTING A GRANT SHOULD FURNISH AN OPINION TO THE EFFECT THAT (1) THE ORGANIZATION HAS BEEN CERTIFIED BY THE INTERNAL REVENUE SERVICE AND IS IN FACT ACTING AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE TO WHICH CONTRIBUTIONS ARE DEDUCTIBLE UNDER SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE, AND FURNISH THE ORGANIZATION'S TAX IDENTIFICATION NUMBER: AND (2) THAT THE ORGANIZATION IS EITHER: (A) ONE WHICH COMES WITHIN THE DEFINITION CONTAINED IN PARAGRAPHS (1), (2), OR (3) OF SECTION 509(A) OF THE INTERNAL REVENUE CODE: OR (B) THAT IF THE ORGANIZATION IS A "PRIVATE FOUNDATION" AS DESCRIBED IN SECTION 509(A) THAT IT IS ALSO AN "OPERATING FOUNDATION" AS DEFINED IN SECTION 4942(J)(3) OF THE INTERNAL REVENUE CODE. APPLICATIONS ARE ACCEPTED AT ANY TIME. NOTICE OF APPROVAL, REJECTION, OR REQUESTS FOR ADDITIONAL INF NONE ADOPT A PLATOON SOLDIER SUPPORT EFFORT INC 25089 CENTERLINE RD SAN BENITO TX 78586 N/A PC CHARITABLE 5000 ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 60601 N/A PC CHARITABLE 5000 BIBLE LEAGUE DBA BIBLE LEAGUE INTERNATIONAL 3801 EAGLE NEST DR CRETE IL 60417 N/A PC CHARITABLE 5000 BOYS & GIRLS CLUB OF AMERICA 1275 PEACHTREE STREET NE ATLANTA GA 30309 N/A PC CHARITABLE 5000 CAMP OLSON 4160 LITTLE BOY RD NE LONGVILLE MN 56655 N/A PC CHARITABLE 25000 CANINE COMPANIONS FOR INDEPENDENCE INC 2965 DUTTON AVE SANTA ROSA CA 95407 N/A PC CHARITABLE 5000 CCRF 1650 W 82ND ST SUITE 400 MINNEAPOLIS MN 55431 N/A PC CHARITABLE 25000 DELTA GAMMA FOUNDATION 3250 RIVERSIDE DRIVE COLUMBUS OH 43221 N/A PC CHARITABLE 30000 EDINA GIVE AND GO 5701 NORMANDALE RD ROOM 336 EDINA MN 55424 N/A PC CHARITABLE 5000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS ROAD KANSAS CITY MO 64129 N/A PC CHARITABLE 15000 HOPE ACADEMY INC 2300 CHICAGO AVE S MINNEAPOLIS MN 55404 N/A PC CHARITABLE 30000 HOPE FARM SCHOOL 3431 11TH AVE S MINNEAPOLIS MN 55407 N/A PC EDUCATIONAL 20000 JACKS BASKET 1170 RED FOX RD ARDEN HILLS MN 55112 N/A PC CHARITABLE 5000 JEREMIAH PROGRAM 729 N WASHINGTON AVE 600 MINNEAPOLIS MN 55401 N/A PC CHARITABLE 15000 JUNIOR ACHIEVEMENT NORTH FOUNDATION PO BOX 120478 SAINT PAUL MN 55112 N/A PC CHARITABLE 5000 JUNIOR LEAGUE OF MINNEAPOLIS INC 4500 PARK GLEN ROAD SUITE 180 MINNEAPOLIS MN 55416 N/A PC CHARITABLE 1000 KINGDOM PATHWAYS 11825 BITTERSWEET ST NW MINNEAPOLIS MN 55433 N/A PC CHARITABLE 5000 LAKETRAILS BASE CAMP PO BOX 7004 DULUTH MN 55807 N/A PC CHARITABLE 5000 LONGVILLE AREA COMMUNITY FOUNDATION PO BOX 92 LONGVILLE MN 56655 N/A PC CHARITABLE 25000 MARINE TOYS FOR TOTS FOUNDATION DBA TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 N/A PC CHARITABLE 25000 MEETINGHOUSE CHURCH 6200 COLONIAL WAY EDINA MN 55436 N/A PC CHARITABLE 5000 N C LITTLE MEMORIAL HOSPICE INC 7019 LYNMAR LANE EDINA MN 55435 N/A PC CHARITABLE 10000 OPEN ARMS 6584 POPLAR AVE MEMPHIS TN 38138 N/A PC CHARITABLE 10000 OPERATION RED WINGS FOUNDATION 1414 11TH STREET HUNTSVILLE TX 77340 N/A PC CHARITABLE 10000 PAWSITIVE PERSPECTIVES ASSISTANCE DOGS 9877 234TH STREET E LAKEVILLE MN 55044 N/A PC CHARITABLE 5000 RELATE COUNSELING 5125 COUNTY ROAD 101 SUITE 300 MINNETONKA MN 55435 N/A PC CHARITABLE 1000 SCIENCE MUSEUM OF MINNESOTA 120 W KELLOGG BOULEVARD SAINT PAUL MN 55102 N/A PC CHARITABLE 10000 SECOND HARVEST HEARTLAND 7101 WINNETKA AVE N BROOKLYN PARK MN 55428 N/A PC CHARITABLE 40000 SEMESTER AT SEA 3801 AUTOMATION WAY SUITE 120 FORT COLLINS CO 80525 N/A PC CHARITABLE 10000 SOUTH KENT SCHOOL CORPORATION 40 BULLS BRIDGE RD SOUTH KENT CT 06785 N/A PC EDUCATIONAL 25000 SOUTHERN METHODIST UNIVERSITY 3140 DYER ST SUITE 261 DALLAS TX 75205 N/A PC EDUCATIONAL 25000 ST THOMAS ACADEMY 949 MENDOTA HEIGHTS RD MENDOTA HEIGHTS MN 55120 N/A PC EDUCATIONAL 5000 THE BLAKE SCHOOL 110 BLAKE ROAD SOUTH HOPKINS MN 55343 N/A PC EDUCATIONAL 5000 UNION GOSPEL MISSION ASSOCIATION OF ST PAUL INC 376 WESTERN AVE N SAINT PAUL MN 55103 N/A PC CHARITABLE 20000 UNIVERSITY OF NORTHWESTERN - ST PAUL DBA NORTHWESTERN MEDIA 3003 SNELLING AVENUE N SAINT PAUL MN 551131598 N/A PC KTIS-FM 98.5 STATION 25000 WILDERNESS INQUIRY INC 930 E 80TH ST BLOOMINGTON MN 55420 N/A PC CHARITABLE 25000 492000 0 14 291063 18 367591 0 658654 0 658654 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3180 1590 1590 MFB NORTHERN FUNDS BD INDEX FD 590396 510365 MFB NORTHERN FDS ULTRA SHORT FIXED INCOME FD 231480 234889 MFB NORTHERN HIGH YIELD FIXED INCOME FUND 718185 657679 MFC FLEXSHARES TR BOXX 3 YR TARGET DURATION 186254 185310 MFB NORTHERN FUNDS STK INDEX FD 1737237 4765243 MFB NORTHERN EQUITY INDEX FUNDS MID CAP INDEX 536464 622864 MFB NORTHERN FUNDS SMALL CAP INDEX FD 259791 338478 MFB NORTHERN EQUITY INDEX FUNDS INTL EQT 1190536 1916609 MFB NORTHERN FUNDS EMERGING MARKETS EQUITYINDEX 237232 393221 MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX AT COST 554776 545982 FLEXSHARES TR GLOBAL QUALITY REAL ESTATEINDEX FD GLOBAL QUALITY REAL ESTATEI AT COST 113392 111716 MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD AT COST 129650 237549 INVESTMENT MANAGEMENT FEES 35159 35159 0 FOREIGN TAXES 5423 5423 0 FEDERAL EXCISE TAX PAID 102 0 0 ESTIMATED EXCISE TAXES PAID 5200 0 0