2026-04-23T12:40:09-05:00 2025-12-31 262697104 Keylin Advisors Geslin Tukey Ltd 5775 WAYZATA BLVD MINNEAPOLIS MN 554161233 990PF 2025-01-01 464350306 The Helgeson Foundation HELG 6126679094 4321 E Lake Harriet Parkway Minneapolis MN 55409 Rita Penrod Helgeson Exec Dir & Secretary 6126679094 2026-04-21 1 David J Geslin CPA P00544516 6126157795 2026-04-21 2025 2025-03-06 01:10:19Z X X 3714969 X X 30911 30911 38670 38670 139923 5886 139923 209504 209504 0 32000 20800 0 11200 4150 2025 0 2025 43837 43837 0 0 13508 13508 0 0 1753 1130 0 623 95248 81300 0 13848 186000 186000 281248 81300 0 199848 -71744 128204 0 5256 2038 2038 97687 53270 53270 432318 501713 513947 1628182 1528786 2800085 276912 301327 310698 50970 32447 34931 2491325 2419581 3714969 0 0 X 0 0 0 0 2491325 2419581 2491325 2419581 2491325 2419581 2491325 -71744 0 2419581 0 2419581 WF LONG-TERM 2025-12-31 159729 159729 WF SHORT-TERM 2025-12-31 -25692 -25692 WF CAPITAL GAIN DISTRIBUTION P 5886 5886 5886 139923 -19806 1782 0 1782 0 1782 7200 0 0 0 7200 0 5418 1800 3618 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A Rita Penrod Helgeson 6126679094 4321 E Lake Harriet Parkway Minneapolis MN 55409 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Glen Helgeson 4321 E Lake Harriet Parkway Minneapolis MN 55409 Pres & Treas 1.00 12000 0 0 Rita Penrod Helgeson 4321 E Lake Harriet Parkway Minneapolis MN 55409 Exec Dir & S 1.00 12000 0 0 Mariah Kathan 7570 Melgran Lane Chaska MN 55318 Vice President 1.00 8000 0 0 NONE 0 NONE 0 0 3600418 79125 0 3679543 0 0 3679543 55193 3624350 181218 181218 1782 1782 179436 0 179436 0 179436 199848 0 199848 179436 148979 2021 2022 2023 0 0 199848 148979 0 0 50869 0 0 0 0 0 0 0 0 128567 0 0 0 Glen Helgeson X American Composers Forum 75 West 5th Street - Suite 522 Saint Paul MN 55102 PC General Funding 7500 American Indian Community Housing Organization 202 West Second Street Duluth MN 55802 PC General Funding 1500 Articulture 2613 E Franklin Ave Minneapolis MN 55406 PC General Funding 1500 Brownbody 434 Vadnais Lake Drive Vadnais Heights MN 55127 PC General Funding 11500 Cedar Cultural Center 416 Cedar Ave S Minneapolis MN 55454 PC General Funding 13000 Center For Irish Music 836 Prior Ave N Saint Paul MN 55104 PC General Funding 6500 Climate Generation 2801 21st Ave S Suit 110 Minneapolis MN 55407 PC General Funding 15000 ComMUSICation 868 Sherburne Ave Saint Paul MN 55104 PC General Funding 2000 Ernest Oberholtzer Foundation 12697 117th St N Marine on Saint Croix MN 55047 PC General Funding 3000 Friends of the Sherburne National Wildlife Refuge 17076 293rd Ave NW Zimmerman MN 55398 PC General Funding 5000 Great River Greening 251 Starkey Street - Suite 200 Saint Paul MN 55107 PC General Funding 2000 Hopewell Music Cooperative - North 4350 Fremont Ave North Minneapolis MN 55412 PC General Funding 3000 Indigenous Roots 788 E 7th St E Saint Paul MN 55106 PC General Funding 4500 Interact 1860 Minnehaha Ave W Saint Paul MN 55104 PC General Funding 11500 Jazz Central Studios 407 Central Ave SE Minneapolis MN 55414 PC General Funding 1500 KBEM Radio 2829 University Ave SE Suite 850 Minneapolis MN 55414 PC General Funding 1500 Minnesota Men's Conference 4204 Garfield Ave S Minneapolis MN 55409 PC General Funding 2500 Minnesota Prison Writing Workshop PO Box 7262 Minneapolis MN 55604 PC General Funding 9000 Paramount Center for the Arts 913 West Germain St St Cloud MN 56301 PC General Funding 4000 Penumbra Theatre Company Inc 270 North Kent Street Saint Paul MN 55102 PC General Funding 10000 Sierra Club Foundation 2101 Webster St - Suite 1250 Oakland CA 94612 PC General Funding 0 Spark-Y 681 17th Ave NE - Suite 101 Minneapolis MN 55413 PC General Funding 4500 The Loppet Foundation 1301 Theodore Wirth Parkway Minneapolis MN 55422 PC General Funding 10500 Tru Art Speaks 2314 University Avenue West - Suite 18 Saint Paul MN 55114 PC General Funding 5500 Twin Cities Jazz Festival 1671 Village Tr E - Unit 1 Maplewood MN 55109 PC General Funding 7000 Voyageur Outward Bound School 1560 Carroll Ave Saint Paul MN 55104 PC General Funding 13500 Walker West Music Academt 760 Selby Avenue Saint Paul MN 55104 PC General Funding 3500 Wilderness Inquiry 1611 County Rd B West - Suite 315 Saint Paul MN 55113 PC General Funding 10000 Wolf Ridge Environmental Learning Center 6282 Cranberry Rd Finland MN 55603 PC General Funding 13500 WTIP Cook County Community Radio 1712 West Highway 61 Grand Marais MN 55604 PC General Funding 2000 Youth Farm 1420 Dowling Ave N Minneapolis MN 55412 PC General Funding 0 186000 0 14 30911 14 38670 14 139923 0 209504 0 209504 0 0 0 0 0 0 0 0 0 0 Accounting Fees 4150 2025 0 2025 As permitted under IRC Section 4942(h)(2) and Treas. Reg. 53.4942(a)-3(c)(2)(iv) distributions are first applied to the undistributed income for the 2024 tax year. 990 PF Part 1 Line 18 Federal excise tax expense was addedContribution for $15,000 was re/classified as expense WF Corp Obligations Details Attached 301327 310698 Wells Fargo Inv - Detail Attached 1528786 2800085 501713 513947 0 0 REITS AT COST 32447 34931 Postage and Office 210 0 0 210 Mn Charitable Registration Fee 25 0 0 25 Board Meeting 388 0 0 388 IRS Addl payment 275 275 0 0 PPA 855 855 0 0 WF Advisors 38012 38012 0 0 Trillium Asset Management 723 723 0 0 Aperio Group 4016 4016 0 0 Breckinridge Capital Advisors 1086 1086 0 0 Foreign Tax Paid On Investments 336 336 0 0 Federal Estimated Taxes Paid 7200 7200 0 0 Excise Tax Paid 5972 5972 0 0