2024-11-13T09:26:21-06:00 2024-06-30 411397419 Abdo LLP 5201 Eden Ave Ste 250 Edina MN 55436 990PF 2023-07-01 510180046 Carol E Macpherson Memorial Scholarship Fund Inc Rick Macpherson CARO 6518081206 937 Cromwell Avenue St Paul MN 55114 Roderick Macpherson III Chair 6518081206 2024-11-12 1 1 Steven D Anseth CPA P00552219 9528359090 2024-11-07 2023 2024-10-15 13:58:12Z X 911790 X 2714 X 42893 42893 23677 281910 23677 69284 66570 0 0 0 4425 2213 2212 5632 5632 0 325 163 162 1842 0 1842 12224 8008 4216 45000 45000 57224 8008 49216 12060 58562 2616 7738 7738 5279 66848 66848 88369 0 0 81865 216299 298263 498409 400462 428695 110221 107472 110246 786759 798819 911790 0 0 X 786759 798819 0 0 0 0 786759 798819 786759 798819 786759 12060 0 798819 0 798819 Bank of Montreal 2020-05-18 2023-11-06 18946 18946 0 0 Bank of Montreal 2022-01-07 2023-11-06 22837 26536 -3699 -3699 Chevron Corp 2020-03-31 2024-01-17 5711 2890 2821 2821 Eaton Vance Adv Floating Rate 2024-01-17 2024-01-23 17054 17071 -17 -17 Federated Hermes Govt Obl Money Market 2023-01-05 2023-08-29 28000 28000 0 0 General Electric 2022-01-07 2024-09-15 22000 21819 181 181 Halliburton Co 2020-03-31 2024-01-17 31362 6439 24923 24923 JP Morgan Chase 2022-01-07 2024-05-01 46000 47692 -1692 -1692 United States Treasury Note 2023-06-14 2023-10-31 90000 88637 1363 1363 Money Market Fund 2023-12-01 2023-12-31 203 -203 -203 23677 814 0 814 0 814 0 0 0 0 0 21 835 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 cemscholarship.org Rick Macpherson 6518081206 937 Cromwell Avenue St Paul MN 55114 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Maggie Macpherson 134 W 48th Street Minneapolis MN 55409 Director 1.54 0 0 0 Roderick J Macpherson III 937 Cromwell Ave St Paul MN 55114 President 1.54 0 0 0 Mark Macpherson 937 Cromwell Ave St Paul MN 55114 Secretary 1.54 0 0 0 Anne Johnson 8665 Collin Way Inver Grove Heights MN 55076 Director 1.54 0 0 0 Lisa West 551 Marmik Circle Hastings MN 55033 DIrector 0.15 0 0 0 NONE 0 NONE 0 0 826869 53989 0 880858 0 0 880858 13213 867645 43382 43382 814 814 42568 0 42568 0 42568 49216 0 49216 42568 35119 0 0 49216 35119 0 0 14097 0 0 0 0 0 0 0 0 28471 0 0 0 Carol E Macpherson Scholarship Comm 937 Cromwell Ave St Paul MN 55114 6518081206 admissions@cemscholarship.org The required form and the application process are performed online via the Carol E. Macpherson Scholarship Fund website. Applicants must provide the following: completed scholarship application form, two letters of recommendation, transcripts for prior post-secondary education, a completed free application for federal student aid form, and a personal statement from the applicant including: educational and professional goals, responsibilities and characteristics of the applicant, relevant work experience and discussion of financial need. Submission Deadline is usually in July for the upcoming school year. Eligibility for scholarship: applicant must be a woman-identified student with at least a 5 year gap in their educational career and must demonstrate financial need (as determined by the FAFSA application). Applicant must be at least a half time student. Younin Greenfield 105 Blake Rd 115 Hopkins MN 55343 None I Scholarship 1000 Kristen Porter 120 NW 5th St Apt 206 Cohasset MN 55721 None I Scholarship 5000 Randi Waters 826 13th Ave S St Cloud MN 56301 None I Scholarship 3000 Dalia Garas 3457 78th St E Inver Grove Heights MN 55076 None I Scholarship 5000 Leyna Papach 479 Marshall Ave St Paul MN 55102 None I Scholarship 4000 Grace Song 9692 4th Street Ln N Lake Elmo MN 55042 None I Scholarship 2000 Ekaterina Nazarenko 4353 Beard Ave S Minneapolis MN 55410 None I Scholarship 2000 Wenli Tesar 1456 Edmund Ave St Paul MN 55104 None I Scholarship 2000 Amanda Kremers 19907 Viking Blvd NE Wyoming MN 55092 None I Scholarship 1000 Lindsey Smaka 786 Wheelock Parkway E St Paul MN 55106 None I Scholarship 1000 Sujaya Thogaru 9648 Merrimac Lane N Maple Grove MN 55311 None I Scholarship 2000 Rachel Trice 4240 Valley View Rd Apt 4 Edina MN 55424 None I Scholarship 4000 Courtney Houck 879 Watertown Ave Delano MN 55328 None I Scholarship 4000 Shannon Gavin 375 Goodrich Ave St Paul MN 55102 None I Scholarship 4000 Kortnie Bailey 919 41st St NW Apt 110 Rochester MN 55901 None I Scholarship 5000 45000 0 14 42893 18 23677 0 66570 0 66570 0 0 0 0 0 0 0 0 0 0 Accounting Fees 4425 2213 2212 Carol E. Macpherson Memorial Scholarship FundEIN #51-0180046Tax Year Ending June 30, 2024Section 4942(h)(2) election as to the treatment of qualifying distributionsPursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year ending June 30, 2023 (Tax Year 2012) in the amount $35,119. Signed: Rick Macpherson, Chair Bank of America Bond 43023 42652 Huntinton Bancshares Bond 43326 48710 Metlife Incorporated 43491 43679 PNC Financial Services Bond 88587 90367 Regions Financial Group Bond 42242 42354 Truist Financial Corp Bond 38632 47382 US Bankcorp Bond 40824 48340 Wells Fargo & Co Bond 60337 65211 Alphabet Inc. 8141 25501 Allstate Corp 25062 24873 Amazon 7893 15460 Apple Inc. 7667 25274 Bank of America Bond 41006 41057 Baron Small Cap Instl 8535 9159 Chevron Corp 4335 9385 Columbia Floating Rate Instl 17583 17514 Halliburton Co 1757 8648 Ishares Inc MSCI Japan ETF 17016 17879 M&T Bank Corp 17510 16997 Mastercard Inc. 7644 13676 Medtronic 8437 7556 Metlife Incorporated 9492 10177 Microsoft Corp 7851 21901 United Health Group Inc. 7594 15278 Vam Eck Morningstor Wide Moat 17051 17928 Zanett, Inc. 1725 0 Federated Hermes Govt Obligations Fund AT COST 10288 10300 First Eagle Global AT COST 16483 18666 Touchstone Flexible Inc Mutual Fund AT COST 25703 26292 Money Market Fund AT COST 54998 54988 Administrative Services 99 0 99 Computer/Website Expense 810 0 810 Filing Fees 25 0 25 Insurance 798 0 798 Bank Fees 110 0 110 Investment Fees 5632 5632 0 Federal Tax 325 163 162