2026-03-24T16:54:45-05:00 2025-11-30 411534805 CARPENTER EVERT & ASSOCIATES LTD 7760 FRANCE AVE S SUITE 940 BLOOMINGTON MN 55435 990PF 2024-12-01 416175293 THE JAMES R THORPE FOUNDATION JAME 6123778400 1818 OLIVER AVENUE SOUTH MINNEAPOLIS MN 55405 ROBERT COTE TREASURER 6123778400 2026-03-24 1 0 DAVID PAUL P01896040 9528310085 2026-03-24 2024 2025-03-06 01:10:19Z X 8860137 X X 236247 236247 214688 3524201 214688 450935 450935 0 0 0 4150 1775 2375 127253 37253 90000 4180 8 0 4585 0 4585 140168 39036 96960 342000 342000 482168 39036 438960 -31233 411899 67702 12795 12795 381350 109285 109285 3024946 3371827 5574254 2352328 2628583 2680370 772902 445505 483433 6599228 6567995 8860137 0 0 X 0 0 0 0 6599228 6567995 6599228 6567995 6599228 6567995 6599228 -31233 0 6567995 0 6567995 SECURITIES P 2024-01-01 2025-02-02 3494451 3309513 184938 184938 CAPITAL GAIN DIVIDENDS P 2024-01-01 2025-02-02 29750 29750 29750 214688 5725 0 5725 0 5725 5100 0 0 0 5100 32 657 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 WWW.JAMESRTHORPEFOUNDATION.ORG FAMILY PHILANTHROPY ADVISORS 6123778400 1818 OLIVER AVE S MINNEAPOLIS MN 55405 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIM D THORPE 1818 OLIVER AVENUE SOUTH MINNEAPOLIS MN 55405 PRESIDENT 2.00 0 0 0 ROBERT C COTE 1818 OLIVER AVENUE SOUTH MINNEAPOLIS MN 55405 TREASURER 2.00 0 0 0 RUGGLES COTE 1818 OLIVER AVENUE SOUTH MINNEAPOLIS MN 55405 TRUSTEE 1.00 0 0 0 MARGARET THORPE RICHARDS 1818 OLIVER AVENUE SOUTH MINNEAPOLIS MN 55405 TRUSTEE 1.00 0 0 0 THOMAS THORPE 1818 OLIVER AVENUE SOUTH MINNEAPOLIS MN 55405 TRUSTEE 1.00 0 0 0 SAMUEL A COTE 1818 OLIVER AVENUE SOUTH MINNEAPOLIS MN 55405 TRUSTEE 1.00 0 0 0 BARBARA HARMON 1818 OLIVER AVENUE SOUTH MINNEAPOLIS MN 55405 TRUSTEE 1.00 0 0 0 DAN THORPE 1818 OLIVER AVENUE SOUTH MINNEAPOLIS MN 55405 TRUSTEE 1.00 0 0 0 NONE 0 FAMILY PHILANTHROPY ADVISORS 1818 OLIVER AVE S MINNEAPOLIS MN 55405 FOUNDATION ADMINISTRATION 90000 0 0 8307706 227435 0 8535141 0 0 8535141 128027 8407114 420356 420356 5725 5725 414631 0 414631 0 414631 438960 0 438960 414631 0 0 12888 19080 31640 63608 438960 0 0 0 414631 24329 0 0 87937 0 0 0 0 0 0 0 87937 12888 19080 31640 24329 FAMILY PHILANTHROPY ADVISORY 1818 OLIVER AVE S MINNEAPOLIS MN 55405 6122509304 INFO@JAMESRTHORPEFOUNDATION.ORG SEE STATEMENT 1 THE FOUNDATION SUPPORTS ORGANIZATIONS SERVING VULNERABLE SENIORS AGE 55+ AND YOUTH AGES 12 TO 18. PRIORITY IS GIVEN TO PROGRAMS THAT PROVIDE COMMUNITY-BASED SERVICES, REDUCE SOCIAL ISOLATION, PROMOTE SKILL DEVELOPMENT, AND FOSTER MULTIGENERATIONAL RELATIONSHIPS. THE FOUNDATION PRIORITIZES ORGANIZATIONS SERVING LOW-INCOME COMMUNITIES AND LIMITS FUNDING TO ORGANIZATIONS WITH OPERATING BUDGETS OF $3 MILLION OR LESS. APPLICANTS MUST HAVE AT LEAST ONE PAID EMPLOYEE AND MAY NOT OPERATE THROUGH A FISCAL SPONSOR. SHORT INTEREST FORMS ARE DUE JUNE 15, 2025. ALL OTHER STEPS ARE BY INVITATION. FUNDING IS LIMITED TO NONPROFIT ORGANIZATIONS LOCATED IN AND/OR PRIMARILY SERVING RESIDENTS OF MINNEAPOLIS AND ITS FIRST- AND SECOND-RING SUBURBS. THE FOUNDATION DOES NOT FUND CAPITAL PURCHASES, CAPITAL CAMPAIGNS, OR ENDOWMENTS. 826 MSP 1915 E 22ND ST MINNEAPOLIS MN 55404 PC GENERAL OPERATING 5000 AGE WELL AT HOME 1400 VAN BUREN ST NE 200 MINNEAPOLIS MN 55413 PC PRESENTATION HONORARIUM 1000 ALIVE & KICKIN 1015 N 4TH AVE STE 205 MINNEAPOLIS MN 55405 PC GENERAL OPERATING 17500 CENTRO TYRONE GUZMAN 1915 CHICAGO AVENUE S MINNEAPOLIS MN 55404 PC SENIOR PROGRAMMING 10000 CHILDREN'S LAW CENTER OF MINNESOTA 450 N SYNDICATE ST SUITE 315 ST PAUL MN 55104 PC YOUTH PROGRAMMING 15000 COMMUNITY EMERGENCY ASSISTANCE PROGRAMS 7051 BROOKLYN BLVD BROOKLYN CENTER MN 55429 PC MEALS ON WHEELS 10000 COMMUNITY EMERGENCY SERVICE INC 1900 11TH AVENUE MINNEAPOLIS MN 55404 PC SENIOR PROGRAMMING 25000 COMPAS 450 SYNDICATE STREET N 325 ST PAUL MN 55104 PC SENIOR PROGRAMMING 9000 COOKIE CART 1119 WEST BROADWAY MINNEAPOLIS MN 55411 PC GENERAL OPERATING 10000 CREATEMPLS PO BOX 8521 MINNEAPOLIS MN 55408 PC YOUTH PROGRAMMING 15000 DINOMIGHTSV PO BOX 4385 ST PAUL MN 55101 PC GENERAL OPERATING 10000 DREAM OF WILD HEALTH 1508 EAST FRANKLIN AVE 100 MINNEAPOLIS MN 55404 PC YOUTH PROGRAMMING 7500 FAITH COMMUNITY NURSE NETWORK 3530 LEXINGTON AVENUE N 1ST FLOOR SHOREVIEW MN 55126 PC GENERAL OPERATING 5000 HELP AT YOUR DOOR 8441 WAYZATA BLVD SUITE 160 GOLDEN VALLEY MN 55426 PC GENERAL OPERATING 12500 HOSPITALITY HOUSE YOUTH DEVELOPMENT 2021 EAST HENNEPIN AVENUE SUITE 405 MINNEAPOLIS MN 55411 PC YOUTH PROGRAMMING 15000 ILLUSION THEATER AND SCHOOL INC 3120 HUMBOLDT AVENUE SOUTH 3 MINNEAPOLIS MN 55408 PC YOUTH PROGRAMMING 14000 KAIROS ALIVE 4524 BEARD AVE S MINNEAPOLIS MN 55410 PC GENERAL OPERATING 12000 LA OPORTUNIDAD 2021 EAST HENNEPIN AVENUE SUITE 405 MINNEAPOLIS MN 55413 PC YOUTH PROGRAMMING 10000 LONGFELLOWSEWARD HEALTHY SENIORS 3131 MINNEHAHA AVE SUITE A MINNEAPOLIS MN 55406 PC GENERAL OPERATING 14000 MINNESOTA AFRICAN WOMEN'S ASSOCIATION (MAWA) 5701 SHINGLE CREEK PARKWAY SUITE 240 BROOKLYN CENTER MN 55430 PC GENERAL OPERATING 4000 MINNESOTA ELDER JUSTICE CENTER 3001 BROADWAY STREET NE SUITE 170 SHOREVIEW MN 55441 PC GENERAL OPERATING 15000 MOVEFWD EISENHOWER COMMUNITY CENTER 1001 HIGHWAY 7 ROOM 235 HOPKINS MN 55343 PC GENERAL OPERATING 12500 NOKOMIS HEALTHY SENIORS 4120 17TH AVENUE SOUTH MINNEAPOLIS MN 55407 PC GENERAL OPERATING 15000 OPEN HANDS FOUNDATION 3121 WESTWOOD DRIVE EXCELSIOR MN 55331 PC YOUTH PROGRAMMING 10000 REBUILDING TOGETHER TWIN CITIES 2550 UNIVERSITY AVE W SUITE 200N SHOREVIEW MN 55114 PC SENIOR PROGRAMMING 16500 SENIOR COMMUNITY SERVICES 10201 WAYZATA BLVD MINNEAPOLIS MN 55305 PC GENERAL OPERATING 15000 SOJOUNER PROJECT PO BOX 272 HOPKINS MN 55343 PC PRESENTATION HONORARIUM 1000 SOUTHEAST SENIORS 500 8TH AVE SE MINNEAPOLIS MN 55414 PC GENERAL OPERATING 16000 SPARK YOUTH 681 17TH AVE NE SUITE 101 MINNEAPOLIS MN 55413 PC YOUTH PROGRAMMING 10000 START SENIOR SOLUTIONS 6995 MARIANN DR EDEN PRAIRIE MN 55346 PC GENERAL OPERATING 7500 START SENIOR SOLUTIONS 6995 MARIANN DR EDEN PRAIRIE MN 55346 PC PRESENTATION HONORARIUM 1000 TRELLIS 3001 BROADWAY ST NE SUITE 170 MINNEAPOLIS MN 55413 PC PRESENTATION HONORARIUM 1000 342000 ALIVE & KICKIN 1015 N 4TH AVE STE 205 MINNEAPOLIS MN 55405 PC PRESENTATION HONORARIUM 17500 CENTRO TYRONE GUZMAN 1915 CHICAGO AVENUE S MINNEAPOLIS MN 55404 PC SENIOR PROGRAMMING 10000 COMMUNITY EMERGENCY ASSISTANCE PROGRAMS 7051 BROOKLYN BLVD BROOKLYN CENTER MN 55429 PC MEALS ON WHEELS 10000 COMMUNITY EMERGENCY SERVICE INC 1900 11TH AVENUE MINNEAPOLIS MN 55404 PC SENIOR PROGRAMMING 25000 COMPAS 450 SYNDICATE STREET N 325 ST PAUL MN 55104 PC SENIOR PROGRAMMING 9000 FAITH COMMUNITY NURSE NETWORK 3530 LEXINGTON AVENUE N 1ST FLOOR SHOREVIEW MN 55126 PC GENERAL OPERATING 5000 HELP AT YOUR DOOR 8441 WAYZATA BLVD SUITE 160 GOLDEN VALLEY MN 55426 PC GENERAL OPERATING 12500 KAIROS ALIVE 4524 BEARD AVE S MINNEAPOLIS MN 55410 PC GENERAL OPERATING 12000 LONGFELLOWSEWARD HEALTHY SENIORS 3131 MINNEHAHA AVE SUITE A MINNEAPOLIS MN 55406 PC GENERAL OPERATING 14000 MINNESOTA ELDER JUSTICE CENTER 3001 BROADWAY STREET NE SUITE 170 SHOREVIEW MN 55441 PC GENERAL OPERATING 15000 NOKOMIS HEALTHY SENIORS 4120 17TH AVENUE SOUTH MINNEAPOLIS MN 55407 PC GENERAL OPERATING 15000 REBUILDING TOGETHER TWIN CITIES 2550 UNIVERSITY AVE W SUITE 200N SHOREVIEW MN 55114 PC SENIOR PROGRAMMING 12000 SENIOR COMMUNITY SERVICES 10201 WAYZATA BLVD MINNEAPOLIS MN 55305 PC GENERAL OPERATING 15000 SOUTHEAST SENIORS 500 8TH AVE SE MINNEAPOLIS MN 55414 PC GENERAL OPERATING 16000 START SENIOR SOLUTIONS 6995 MARIANN DR EDEN PRAIRIE MN 55346 PC GENERAL OPERATING 7500 195500 14 236247 18 214688 0 450935 0 450935 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4150 1775 2375 UBS-BONDS 2491608 2542120 UBS-PMP 136975 138250 UBS-PMP 3371827 5574254 UBS-PMP OTHER AT COST 392083 425251 UBS - BONDS OTHER AT COST 53422 58182 COMPUTERS AND TECHNOLOGY 219 0 219 WEBSITE 1054 0 1054 INSURANCE 630 0 630 OTHER ADMINISTRATIVE EXPENSES 157 0 157 FILLING FEE 25 0 25 MEMBERSHIPS AND DUE 2500 0 2500 MANAGEMENT CONSULTING FEES 90000 0 90000 ACCOUNT MANAGER FEES 37253 37253 0 FOREIGN TAXES 8 8 0 EXCISE TAXES 4172 0 0