2024-09-24T15:17:03-05:00 2023-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990PF 2023-01-01 326104208 NEVILLE FAMILY FOUNDATION NEVI 6129309854 11742 MOUNT CURVE ROAD EDEN PRAIRIE MN 55347 RICHARD S NEVILLE TRUSTEE 6129309854 2024-09-24 1 0 JULIE BOYER P01278549 2187275025 2024-09-24 2023 2024-08-08 14:25:15Z X 2321597 X 111613 12 10 83511 62445 159316 3583758 155001 2000 0 356452 217456 0 0 0 2424 0 2424 2625 1969 656 1 0 0 9939 0 0 137 0 137 15126 1969 3217 107177 107177 122303 1969 110394 234149 215487 78551 18571 18571 1994651 2235715 2253001 50025 50025 50025 2123227 2304311 2321597 0 0 X 0 0 0 0 2123227 2304311 2123227 2304311 2123227 2304311 2123227 234149 0 2357376 53065 2304311 PUBLICLY TRADED SECURITIES 3583758 3428757 155001 155001 155001 2995 0 2995 0 2995 4298 0 3000 0 7298 0 4303 4303 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MN 1 0 0 0 0 1 N/A RICHARD NEVILLE 6129309854 11742 MOUNT CURVE ROAD EDEN PRAIRIE MN 55347 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 RICHARD S NEVILLE 11742 MOUNT CURVE RD EDEN PRAIRIE MN 55347 TRUSTEE 1.00 0 0 0 JANET A NEVILLE 11742 MOUNT CURVE RD EDEN PRAIRIE MN 55347 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2046586 45153 50025 2141764 0 0 2141764 32126 2109638 105482 105482 2995 2700 5695 99787 2000 101787 0 101787 110394 0 110394 101787 94584 0 0 110394 94584 0 0 15810 0 0 0 0 0 0 0 0 85977 0 0 0 RICHARD S NEVILLE JANET A NEVILLE X ADVOCATES FOR HUMAN RIGHTS 330 2ND AVE STE 800 MINNEAPOLIS MN 55401 NONE PC HUMAN RIGHTS 5000 BEACON HOUSING 1123 1ST AVE E STE 200 NEWTON IA 50208 NONE PC HUMAN SERVICES 19419 CEDAR CULTURAL CENTER 416 CEDAR AVE SO MINNEAPOLIS MN 55454 NONE PC GENERAL PROGRAM SUPPORT - ARTISTIC OPPORTUNITY FOR UPCOMING ARTISTS 500 FRESH ENERGY 408 SAINT PETER ST STE 220 MINNEAPOLIS MN 55102 NONE PC SUPPORT THE MISSION OF SHAPING AND DRIVING BOLD POLICY SOLUTIONS TO ACHIEVE EQUITABLE CARBON-NEUTRAL ECONOMIES 5000 GATHERING WATERS 211 SOUTH PATERSON STREET STE 270 MADISON WI 53703 NONE PC GENERAL PROGRAM SUPPORT 500 JACK CREEK PRESERVE FOUNDATION INC PO BOX 3 ENNIS MT 59729 NONE PC GENERAL PROGRAM SUPPORT - OUTDOOR ENVIRONMENTAL EDUCATION CENTER 300 LANDMARK CONSERVANCY 500 MAIN ST E 307 MENOMONIE WI 54751 NONE PC CONSERVING WISCONSIN'S NATURAL LEGACY 15000 MN CENTER FOR ENVIRONMENTAL ADVOCACY 1919 UNIVERSITY AVE W STE 515 SAINT PAUL MN 55104 NONE PC NATURAL RESOURCES 5000 MOBILE LOAVES 9301 HOG EYE ROAD NO 950 AUSTIN TX 78724 NONE PC GENERAL PROGRAM SUPPORT 600 NATIONAL PARKS CONSERVATION ASSOCIATION 777 6TH STREET NW 700 WASHINGTON DC 20001 NONE PC CONSERVATION EFFORTS FOR NATIONAL AND SCENIC NATIONAL PARK / NAMEKAGON - ST. CROIX 600 NATURAL SHORE TECHNOLOGIES INC 6275 PAGENKOPF RD MAPLE PLAIN MN 55359 NONE NC MAINTAIN AND IMPROVE THE NATIVE PLANT RESTORATION ON NEILL LAKE 5910 NAZ (NORTHSIDE ACHIEVEMENT ZONE) 1964 N 2ND ST MINNEAPOLIS MN 55416 NONE PC GENERAL PROGRAM SUPPORT - EDUCATION OPPORTUNITY FOR UNDERPRIVILEGED YOUTH IN NORTH MPLS 5000 NEW IMPACT FUND 4956 OLIVER AVENUE SOUTH MINNEAPOLIS MN 55419 NONE PC GENERAL PROGRAM SUPPORT - CAPITAL FOR BLACK WEALTH OPPORTUNITIES 7000 ONE VILLAGE PARTNERS 715 FLORIDA AVE S STE 101 MINNEAPOLIS MN 55426 NONE PC RURAL DEVELOPMENT 1000 PHI PSI FOUNDATION 5395 EMERSON WAY INDIANAPOLIS IN 46226 NONE PC FRATERNAL ORGANIZATION THAT PROVIDES SCHOLARSHIPS 100 PLYMOUTH CONGREGATIONAL CHURCH 1900 NICOLLET AVE MINNEAPOLIS MN 55403 NONE PC GENERAL PROGRAM SUPPORT 15000 PRAIRIE RESTORATION INC 31646 128TH ST PRINCETON MN 55371 NONE NC PRAIRIE CONSERVATION 4648 RESILIENT CITIES & COMMUNITIES 2730 EAST 31ST STREET MINNEAPOLIS MN 55406 NONE PC GENERAL PROGRAM SUPPORT 2000 RUFFED GOOSE SOCIETY 451 MCCORMICK RD CORAOPOLIS PA 15108 NONE PC NATURAL RESOURCES 5000 SCOPE (SAWYER OUTDOOR PROJECTS EDUCATION) PO BOX 13025 HAYWARD WI 54843 NONE PC GENERAL PROGRAM SUPPORT 3000 WILD RIVERS CONSERVANCY PO BOX 655 ST CROIX FALLS WI 54024 NONE PC GENERAL PROGRAM SUPPORT 5000 WILD RIVERS CONSERVANCY PO BOX 655 ST CROIX FALLS WI 54024 NONE PC GENERAL PROGRAM SUPPORT 1000 WISCONSIN GREEN FIRE PO BOX 1206 RHINELANDER WI 54501 NONE PC GENERAL PROGRAM SUPPORT - CONSERVATION EFFORTS IN WISCONSIN 500 WISCONSIN WOODLAND OWNERS ASSOCIATION INC PO BOX 285 STEVENS POINT WI 54481 NONE PC GENERAL PROGRAM SUPPORT - EDUCATION FOR WI WOODLAND OWNERS. 100 107177 0 523000 2 14 10 523000 21066 14 62445 523000 4315 14 155001 RECOVERY OF PRIOR YEAR QUALIFYING DISTRIBUTION 01 2000 25383 219456 0 244839 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD AND JANET A NEVILLE 11742 MOUNT CURVE RD EDEN PRAIRIE MN 55347 6200 X 2 RICHARD AND JANET A NEVILLE 11742 MOUNT CURVE RD EDEN PRAIRIE MN 55347 105413 X 2 810 SHS INTEL (COST BASIS $19,982) 38880 2023-12-22 2 185 SHS APPLE (COST BASIS $26,730) 35816 2023-12-22 2 82 SHS MICROSOFT (COST BASIS $19,550) 30717 2023-12-22 TAX PREPARATION FEES 2625 1969 656 THE FOUNDATION WAS CREATED AND INITIALLY FUNDED DURING 2010 AND THE APPLICATION FOR TAX-EXEMPT STATUS WAS RECENTLY FILED. BECAUSE OF AN UNANTICIPATED DELAY, THE FOUNDATION'S GOVERNING BOARD DID NOT REALIZE THE RELATIVELY SMALL AMOUNT OF ASSETS FUNDED CREATED A REQUIRED MINIMUM DISTRIBUTION. WHEN THE OVERSIGHT WAS DISCOVERED, DISTRIBUTIONS WERE PROMPTLY MADE IN MAY 2012 WHICH COVERED THE 2011 RMD. PRAIRIE RESTORATIONS INC 31646 128TH STREET PRINCETON MN 55371 2023-03-01 4648 TO RESTORE, DIVERSE AND ESTABLISH A MAIN PLANTING AREA THAT IS OPEN TO THE PUBLIC TO EDUCATE AND INSPIRE OTHERS TO HELP REMOVE INVASIVES AND ESTABLISH NATIVE LANDSCAPES; SUPPORT POLLINATORS AND WILD LIFE. 4648 9/19/24 NEVILLE FAMILY FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. FURTHERMORE THE FOUNDATION IS ABLE TO PERSONALLY VERIFY THE PROJECT COMPLETION. NATURAL SHORE TECHNOLOGIES INC 6275 PAGENKOPF RD MAPLE PLAIN MN 55359 2023-11-01 5910 MAINTAIN AND IMPROVE THE NATIVE PLANT RESTORATION ON NEILL LAKE. THIS INCLUDED 12 MAINTENANCE VISITS AND 278 PLANTS INSTALLED IN 2023. 5910 9/19/24 NEVILLE FAMILY FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. FURTHERMORE THE FOUNDATION IS ABLE TO PERSONALLY VERIFY THE PROJECT COMPLETION. APPLE INC 29667 38506 DINE BRANDS GLOBAL INC 50982 49650 ENERGY SEL SECT SPDR FD 597172 586880 HF SINCLAIR CORPORATION 4357 5557 INTEL CORP 5258 10050 JPMORGAN INCOME ETF 740373 752565 MICROSOFT CORP 26307 37604 MOSAIC COMPANY 49849 35730 ONEOK INC 138180 140440 PHILLIPS 66 COM 10731 13314 TWO HARBORS INVT CORP 81956 69650 US BANCORP COM NEW 168178 173120 UTILITIES SEL SECT SPDR FUND 207995 221655 VISTA OUTDOOR INC 124710 118280 COOP ENERGY FUTURES AT COST 50025 50025 LEGAL FEES 2424 0 2424 BASIS ADJUSTMENT - FMV TO BOOK FOR DONATED STOCKS 39151 BROKER BASIS ADJUSTMENT 13914 MN DOR FEES 137 0 137 RECOVERY OF PRIOR YEAR QUALIFYING DISTRIBUTION 2000 2000 2022 EXCISE TAX INCLUDING PENALTIES AND INTEREST 2555 0 0 2022 MN M4NP 1184 0 0 2022 990T EXTENSION PAYMENT 6200 0 0