2024-05-14T08:22:33-04:00 2023-12-31 411806729 LICARI LARSEN AND COMPANY 130 W SUPERIOR ST STE 712 DULUTH MN 55802 990PF 2023-01-01 410635532 FIRST COMMUNITY HEALTH FOUNDATION FIRS 2187279871 130 W SUPERIOR STREET SUITE 700 DULUTH MN 55802 KATHY MCNAMARA-HEIMBACH EXECUTIVE DIRECTOR 2187279871 2024-05-15 true KATHY MCNAMARA-HEIMBACH 999009999 false STEVEN S LICARI CPA P00521417 2187222226 2024-05-10 2023 2023-04-26 12:10:37Z X 7350361 X 20156 197013 197013 197013 45460 2406682 45460 262629 242473 197013 111669 111669 8466 8466 12757 12757 75 38 37 59044 33927 25117 5439 507 8057 8057 46 46 158630 158630 364690 33965 324779 563300 563300 927990 33965 888079 -665361 208508 197013 14734 23648 23648 2669 1365 1365 1935448 1402906 1402906 3199417 3753083 3753083 1794560 1882749 1882749 393992 286610 286610 10087 10087 507 7341327 7350361 7350361 13508 9876 25000 65017 38508 74893 X 7237011 7201243 65808 74225 7302819 7275468 7341327 7350361 7302819 -665361 638010 7275468 7275468 PUBLICALLY TRADED SECURITIES P 2355133 2361222 -6089 -6089 45460 2898 2898 2898 8000 8000 5102 0 5102 false false false false false false false true true MN true false false false false true WWW.THEVICTORYFUND.ORG KATHERINE HEIMBACH 2187279872 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 false false false false false false false false false false false false false true false false false false false false false BARBARA CASKEY 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 SECRETARY 1.40 1500 0 0 BETH ELSTAD 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 VICE CHAIR 1.40 1500 0 0 DIANE HOLIDAY-WELSH 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 CHAIR 1.40 1500 0 0 THOMAS HYSTEAD 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 DIRECTOR 1.30 750 0 0 GREG RUBERG 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 DIRECTOR 1.30 1000 0 0 DIANNE WITTEN 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 DIRECTOR 1.30 1000 0 0 GREGORY KVAM 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 CHIEF FINANC 1.40 1000 0 0 GARY OLSON 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 DIRECTOR 1.30 750 0 0 KATHY MCNAMARA-HEIMBACH 130 WEST SUPERIOR STREET NO 700 DULUTH MN 55802 EXECUTIVE DI 40.00 102669 3000 0 NONE NONE THE VICTORY CHORUS THE VICTORY CHORUS SUPPORTS THE INITIATIVE OF BECOMING A DEMENTIA FRIENDLY COMMUNITY. THE CHORUS OFFERS THE RESIDENTS OF DULUTH WHO HAVE BEEN AFFECTED BY DEMENTIA WITH A UNIQUE OPPORTUNITY TO BUILD CONNECTIONS, SEEK JOY AND MEANINGFUL ENGAGEMENT IN THEIR COMMUNITY THROUGH SONG. THE CHORUS PROVIDES A VENUE FOR CAREGIVERS AND PERSONS WITH DEMENTIA AN OPPORTUNITY TO HAVE A SHARED EXPERIENCE WHICH PROMOTES THEIR STRENGTHS AND ABILITIES DESPITE DISEASE. THROUGH PARTICIPATION IN REHEARSALS AND PUBLIC PERFORMANCE, THE CHORUS PROMOTES SELF-DISCOVERY, LEARNING, LAUGHTER AND A SENSE OF INCLUSION. 118331 DEMENTIA FRIENDLY DULUTH (DFD) OUR GOAL IS TO MAKE THE COMMUNITY MORE AWARE, INFORMED, SENSITIVE AND SUPPORTIVE OF PEOPLE EXPERIENCING AND CARING FOR THOSE WITH ALZHEIMER'S AND OTHER FORMS OF DEMENTIA. OUR OBJECTIVE IS TO IMPROVE AWARENESS OF THE RESOURCES AND ORGANIZATIONS AVAILABLE TO SUPPORT PEOPLE WITH DEMENTIA AND THEIR FAMILIES AND INCREASE KNOWLEDGE OF DEMENTIA ACROSS THE COMMUNITY. DFD ESTABLISHED AND FACILITATES DEMENTIA COLLABORATIVE MEETINGS AND ACTIVITIES. THE COLLABORATION WAS FORMED AS A PROGRAM OF DFD FOR THE PURPORSE OF NETWORKING, SHARING, IDEA GENERATING, AND GROUP ACTIONS ACROSS COMMUNITY. CURRENT PRIORITY AREAS - DEMENTIA CHORUS SIMILAR TO THE GIVING VOICE CHORUS, DEMENTIA FRIENDS TRAINING ACROSS THE COMMUNITY, YOUTH OUTREACH, TRAINING FOR RESTAURANT WAIT STAFF, SUPPORT RESPITE CARE PROGRAMS AND IDENTIFY GAPS IN DEMENTIA SERVICES ACROSS NORTHEASTERN MINNNESOTA. 17494 N/A 7322772 19000 0 7341772 7341772 110127 7231645 361582 361582 2898 2898 358684 358684 358684 888079 888079 358684 33208 161159 157977 137937 694008 1184289 888079 358684 529395 1713684 0 33208 1680476 161159 157977 137937 694008 529395 KATHY HEIMBACH 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 2187279872 KHEIMBACH@THEVICTORYFUND.ORG THE FOUNDER'S FUND SCHOLARSHIP THE FOUNDERS' FUND SCHOLARSHIP IS AWARDED TO HELP FINANCE THE COST OF HIGHER EDUCATION OR CONTINUING EDUCATION FOR STUDIES IN THE HEALTH CARE FIELD. ONE THOUSAND DOLLARS (1,000) WILL BE AWARDED TO EACH RECIPIENT, TO BE PAID OUT IN FIVE HUNDRED DOLLAR (500) INSTALLMENTS FOR EACH OF TWO YEARS. A RECIPIENT MAY RE-APPLY FOR AN ADDITIONAL TWO YEARS OF AWARDS AT THE END OF THE FIRST SCHOLARSHIP. INDIVIDUALS MAY APPLY FOR THE SCHOLARSHIP ONLINE AT WWW.THEVICTORYFUND.ORG OR THE APPLICATION MAY BE DOWNLOADED AND SUBMITTED VIA MAIL TO: THE VICTORY FUND KATHY HEIMBACH, EXECUTIVE DIRECTOR 130 WEST SUPERIOR STREET, SUITE 700 APRIL 15, EACH YEAR ELIGIBILITY REQUIREMENTS: - APPLICANTS MUST BE ACCEPTED TO AN ACCREDITED SCHOOL OF HIGHER EDUCATION WHICH OFFERS AN ASSOCIATE OF SCIENCE OR ARTS DEGREE (OR HIGHER) IN A HEALTHCARE FIELD AS STATED BELOW. - APPLICANTS MUST PURSUE STUDIES IN MEDICINE, NURSING, HEALTHCARE ADMINISTRATION, PHARMACY STUDIES, MEDICAL TECHONOLOGY, MEDICAL RECORDS, X-RAY TECHNOLOGY, DENTISTRY, DENTAL HYGIENE, OCCUPATIONAL HEALTH, OCCUPATIONAL THERAPY, SPEECH THERAPY, PHYSICAL THERAPY, RESPIRATORY THERAPY, MEDICAL SOCIAL WORK,PSYCHOLOGY, OR PARAMEDIC. - APPLICANTS MUST BE A GRADUATE OF LAKE SUPERIOR SCHOOL DISTRICT OR RESIDENT OF LAKE COUNTY MINNESOTA. FIRST WITNESS 1402 E 2ND STREET DULUTH MN 55805 N/A EFFECTIVE ADVOCACY PROGRAM 50000 DAMIANO CENTER 206 WEST 4TH STREET 201 DULUTH MN 55806 N/A HEALTH REALIZATION PROGRAM 15000 HARM REDUCTION SISTERS 306 WEST 4TH STREET 216 DULUTH MN 55806 MOBILE HOME REDUCITON PROGRAM 100000 RECOVERY ALLIANCE 206 WEST 4TH STREET 202 DULUTH MN 55806 SUPPORT INTERNAL OPERATIONS 175000 AGE WELL ARROWHEAD 306 W SUPERIOR STREET DULUTH MN 55802 IN-HOME RESPITE 50000 NORTHWOODS PARTNERS 328 W CONAN STREET ELY MN 55731 INCREASE AWARENESS TO CAREGIVERS 15000 LIFE HOUSE 102 W 1ST STREET DULUTH MN 55802 ENHANCE CLINICAL SOCIAL PROGRAMS 45000 SURC 100 N 5TH AVE W ROOM 320 DULUTH MN 55802 SUPPORT OPERATIONAL COSTS 100000 MAHTAHN JENKINS 113 SUMMIT STREET 304 DULUTH MN 55803 I SCHOLARSHIP 500 ISABELLE TOKVAN 422 16TH AVENUE TWO HARBORS MN 55616 SCHOLARSHIP 1000 551500 14 197013 18 45460 242473 242473 false false false false false false false false false false X X 1 MILLER-DWAN FOUNDATION 502 E 2ND STREET DULUTH MN 55805 15000 X DEPRECIATION 507 DODGE & COX INCOME FUND 270662 270662 DODGE & COX INCOME FUND 7565 7565 FEDERATED HERMES INST. HY BOND FUND 168215 168215 US BANK NA CINCINNATI SR VANGUARD GNMA FUND - ADM. 3380 3380 VANGUARD GNMA FUND - ADM. 209487 209487 VANGUARD HY CORPORATE FUND - ADM. 3382 3382 VANGUARD HY CORPORATE FUND - ADM. 191825 191825 VANGUARD ST CORPORATE - ADM. 3334 3334 VANGUARD ST CORPORATE - ADM. 150071 150071 VANGUARD ST INFLATION - ADM. 216741 216741 VANGUARD ST INFLATION - ADM. 1630 1630 VANGUARD ST TREASURY FUND - ADM. 152407 152407 VANGUARD ST TREASURY FUND - ADM. 3290 3290 VANGUARD TOTAL BOND MARKET - ADM. 263617 263617 VANGUARD TOTAL BOND MARKET - ADM. 7603 7603 APPLE INC SR NTS 2.9% DUE 9/12/27 47897 47897 BRISTOL-MEYERS SQUIBB CO 3.4% 47265 47265 HONEYWELL INTER. SR 1.95% 43394 43394 INTEL CORP SR 2.45% 45014 45014 NIKE INV SR NTS 2.85% 45970 45970 DODGE & COX INTERNATIONAL STOCK 664 664 DODGE & COX INTERNATIONAL STOCK 64044 64044 FIDELITY LARGE CAP GROWTH INDEX FUND 3931 3931 FIDELITY LARGE CAP GROWTH INDEX FUND 370338 370338 FIDELITY CONTRAFUND 3763 3763 FIDELITY CONTRAFUND 360729 360729 FIDELITY DIVERSIFIED INTER. FUND 660 660 FIDELITY DIVERSIFIED INTER. FUND 62818 62818 MAIRS & POWER GROWTH FUND 373786 373786 MAIRS & POWER GROWTH FUND 3827 3827 T. ROWE PRICE DIVIDEND GROWTH FUND 3753 3753 T. ROWE PRICE DIVIDEND GROWTH FUND 379846 379846 T. ROWE PRICE GROWTH STOCK FUND T. ROWE PRICE GROWTH STOCK FUND VANGUARD 500 INDEX FUND - ADMIRAL 7632 7632 VANGUARD 500 INDEX FUND - ADMIRAL 756635 756635 VANGUARD EMERGING MARKETS STOCK 33958 33958 VANGUARD EMERGING MARKETS STOCK 339 339 VANGUARD EQUITY INCOME FUND - ADM. 396239 396239 VANGUARD EQUITY INCOME FUND - ADM. 3582 3582 VANGUARD MID CAP INDEX FUND - ADM. 246544 246544 VANGUARD MID CAP INDEX FUND - ADM. 2501 2501 VANGUARD REAL ESTATE INDEX - ADM. 1031 1031 VANGUARD REAL ESTATE INDEX - ADM. 101112 101112 VANGUARD SMALL-CAP GROWTH - ADM. 36048 36048 VANGUARD SMALL-CAP GROWTH - ADM. 383 383 VANGUARD SMALL CAP INDEX - ADM. 99102 99102 VANGUARD SMALL CAP INDEX - ADM. 968 968 VANGUARD TOTAL INTER. STOCK - ADM. 906 906 VANGUARD TOTAL INTER. STOCK - ADM. 84748 84748 VANGUARD VALUE INDEX - ADM. 349412 349412 VANGUARD VALUE INDEX - ADM. 3784 3784 1402906 1402906 ACCRUED INTEREST RECEIVABLE FMV 22606 22606 ACCRUED RESTRICTED INVESTMENT FMV 73 73 FEDERATED HERMES GOVT OBLIGATIONS FUND - PREMIER SHARES FMV 1778 1778 FEDERATED HERMES GOVT OBLIGATIONS FUND - PREMIER SHARES FMV 262153 262153 10087 10087 LEGAL FEES 75 38 37 EXPENSES OFFICE EXPENSES 1126 1126 INFORMATION TECHNOLOGY INSURANCE 2485 2485 MISCELLANEOUS 8187 8187 DEMENTIA FRIENDLY DULUTH PROGRAM EXPENSES 17494 17494 VICTORY CHORUS PROGRAM EXPENSES 118331 118331 BOARD EXPENSES 11007 11007 UNREALIZED GAIN 638010 INVESTMENT MANAGEMENT FEES 33927 33927 OTHER FEES 25117 25117 TAXES 5439