2024-11-15T09:07:36-06:00 2023-12-31 346565596 ERNST & YOUNG US LLP 833 EAST MICHIGAN STREET SUITE 1550 MILWAUKEE WI 53202 990 2023-01-01 411978254 THE WEM 2000 FOUNDATION WEM2 9526742800 PO BOX 5628 MINNEAPOLIS MN 554405628 HEATHER A DORSEY TRUSTEE 9526742850 2024-11-15 1 1 SARAH HUGHES P00318859 4142735900 2024-11-14 2023 2024-10-15 13:58:12Z HEATHER A DORSEY PO BOX 5628 MINNEAPOLIS MN 554405628 58312495 0 X N/A X 2000 MN TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF ANY PUBLIC CHARITY LOCATED IN MINNESOTA,INCLUDING, BUT NOT LIMITED TO, THE DORSEY & WHITNEY FOUNDATION. 3 3 0 0 -1519 0 6861910 51345189 0 0 1805764 6943532 -32268 22532 8635406 58311253 3850000 4100000 0 0 0 0 0 0 0 131996 255683 3981996 4355683 4653410 53955570 98764539 152720109 0 0 98764539 152720109 TO ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF ANY PUBLIC CHARITY LOCATED IN MINNESOTA, INCLUDING, BUT NOT LIMITED TO, THE DORSEY & WHITNEY FOUNDATION. 0 0 1400000 1400000 ASSISTED IN CARRYING OUT THE CHARITABLE PURPOSES OF THE DORSEY & WHITNEY FOUNDATION. 500000 500000 ASSISTED IN CARRYING OUT THE CHARITABLE PURPOSES OF EVERY MEAL. 300000 300000 ASSISTED IN CARRYING OUT THE CHARITABLE PURPOSES OF TEACH FOR AMERICA TWIN CITIES 1900000 1900000 1900000 1900000 4100000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 MN X HEATHER A DORSEY 9526742800 PO BOX 5628 MINNEAPOLIS MN 554405628 X SONNY F MILLER TRUSTEE 1.00 X 0 0 0 ELIZABETH S MACMILLAN TRUSTEE 1.00 X 0 0 0 HEATHER DORSEY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 51345189 2791114 51345189 6910654 351 6910303 3 1 2 95 0 95 95 17 78 34120 1242 32878 32878 -1242 34120 PASSED THROUGH FROM DIVERSIFYING 523000 43982 -127 44109 PASSED THROUGH FROM GLOBAL EQUITY 523000 354 354 FEDERAL TAX REFUND 523000 72 72 -21974 -519 -21455 22434 58311253 0 -1519 6967583 4100000 4100000 25549 25549 46685 46685 149544 149544 21646 21646 STATE TAXES 932 932 FOREIGN TAXES PASSED TH 5275 5275 FOREIGN TAXES PASSED TH 3561 3561 FEDERAL TAXES 1801 1801 690 690 4355683 4100000 255683 0 9072299 63915267 1103901 760 88588339 88804082 98764539 152720109 0 0 X 0 0 0 0 98764539 152720109 98764539 152720109 98764539 152720109 53955570 0 X 0 0 0 X X X 12 THE DORSEY & WHITNEY FOUNDATION 411424522 7 1 1400000 0 TEACH FOR AMERICA - TWIN CITIES 133541913 7 1 300000 0 WOMEN'S FOUNDATION OF MN 411635761 7 1 250000 0 COOKIE CART 411866804 7 1 250000 0 CHILDREN'S THEATRE 411254553 7 1 250000 0 EVERY MEAL 800919680 7 1 500000 0 LIVINGSTON HEALTHCARE FOUNDATION 810621997 7 1 250000 0 MAYO CLINIC FOUNDATION 416011702 7 1 250000 0 ONE VILLAGE PARTNERS 273473943 7 1 150000 0 SMALL SUMS 203431326 7 1 150000 0 UNIVERSITY OF MINNESOTA FOUNDATION 416042488 7 1 100000 0 WOMENVENTURE 411463426 7 1 250000 0 12 4100000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV SECTION A LINE 1 THE GOVERNING DOCUMENT PROVIDES THAT ITS SUPPORTED ORGANIZATIONS CONSIST OF A CLASS OF CHARITIES COMPRISED OF ANY PUBLIC CHARITY LOCATED IN MINNESOTA. THE DORSEY AND WHITNEY FOUNDATION FALLS INTO THIS CATEGORY. PART IV SECTION A LINE 5A CHILDREN'S THEATRE, EVERY MEAL, LIVINGSTON HEALTHCARE FOUNDATION, MAYO CLINIC FOUNDATION, ONE VILLAGE PARTNERS, SMALL SUMS, UNIVERSITY OF MINNESOTA FOUNDATION, AND WOMENVENTURE WERE ADDED IN CALENDAR YEAR 2023 TO CARRY OUT CHARITABLE PURPOSES. THE ADDITION WAS APPROVED BY THE TRUSTEES AND IS WITHIN THE CLASS OF CHARITIES SET FORTH IN THE GOVERNING DOCUMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 WBW PARTNERS, LLLP UNITS 9631918 C CARGILL COMMON STOCK 63317675 C WEM FAMILY LIMITED PARTNERSHIP UNITS 10281310 C WW EXPORT HOLDCO 2 LLC UNITS 14 C EMERGING MARKETS EQUITY FUND 238083 C GLOBAL BOND FUND 261719 C GLOBAL EQUITY FUND 1485461 C INTERNATIONAL EQUITY FUND II 751217 C TAXABLE BOND FUND 864752 C US ALL CAP FUND 791218 C DIVERSIFYING STRATEGIES FUND 1180715 C 88804082 1 THE DORSEY & WHITNEY FOUNDATION 50 S 6TH ST STE 1500 MINNEAPOLIS MN 55402 411424522 501(C)(3) 1400000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE DORSEY & WHITNEY FOUNDATION TEACH FOR AMERICA - TWIN CITIES 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 133541913 501(C)(3) 300000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF TEACH FOR AMERICA - TWIN CITIES WOMEN'S FOUNDATION OF MN 105 FIFTH AVE S STE 300 MINNEAPOLIS MN 55401 411635761 501(C)(3) 250000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF WOMEN'S FOUNDATION OF MN COOKIE CART 1119 W BROADWAY AVE MINNEAPOLIS MN 55411 411866804 501(C)(3) 250000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF COOKIE CART CHILDREN'S THEATRE 2400 3RD AVENUE SOUTH MINNEAPOLIS MN 55404 411254553 501(C)(3) 250000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF CHILDREN'S THEATRE EVERY MEAL 2723 PATTON RD ROSEVILLE MN 55113 800919680 501(C)(3) 500000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF EVERY MEAL LIVINGSTON HEALTHCARE FOUNDATION 320 ALPENGLOW LANE LIVINGSTON MT 59047 810621997 501(C)(3) 250000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF LIVINGSTON HEALTHCARE FOUNDATION MAYO CLINIC FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55426 416011702 501(C)(3) 250000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF MAYO CLINIC FOUNDATION ONE VILLAGE PARTNERS PO BOX 26055 MINNEAPOLIS MN 55246 273473943 501(C)(3) 150000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF ONE VILLAGE PARTNERS SMALL SUMS 2375 UNIVERSITY AVENUE W 150 ST PAUL MN 55114 203431326 501(C)(3) 150000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF SMALL SUMS UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK ST SE STE 500 MINNEAPOLIS MN 55455 416042488 501(C)(3) 100000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF UNIVERSITY OF MINNESOTA FOUNDATION WOMENVENTURE 165 WESTERN AVENUE N SUITE 100 ST PAUL MN 55102 411463426 501(C)(3) 250000 0 TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF WOMENVENTURE PART I, LINE 2 TRUSTEES FOR THE WEM 2000 FOUNDATION STAY IN CONTACT WITH THE DORSEY AND WHITNEY FOUNDATION PERIODICALLY THROUGHOUT THE YEAR, THE DORSEY & WHITNEY FOUNDATION HAS A REPRESENTATIVE ATTEND THE WEM 2000 ANNUAL MEETING. THE TRUSTEES AND THE DIRECTORS OF THE DORSEY & WHITNEY FOUNDATION ALSO CONDUCT A JOINT ANNUAL MEETING, AND THE DORSEY & WHITNEY FOUNDATION CONFIRMS FOR THE WEM 2000 FOUNDATION ITS DISBURSEMENT OF GRANTED ASSETS ON AN ANNUAL BASIS. X 1 2700744 FAIR MARKET VALUE X 1 90370 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 (ALSO APPLIES TO PART IV, LINE 28C.) SONNY MILLER IS A PARTNER OF THE DORSEY & WHITNEY LAW FIRM, WHICH HAS DONE LEGAL WORK FOR ELIZABETH MACMILLAN AND WAYCROSSE, INC., WHICH IS HEATHER DORSEY'S EMPLOYER. THE REVENUE GENERATED DUE TO THE BUSINESS RELATIONSHIP IS INSIGNIFICANT TO DORSEY & WHITNEY. ADDITIONALLY, ELIZABETH MACMILLAN OBTAINS SERVICES FROM WAYCROSSE, INC., WHICH IS HEATHER DORSEY'S EMPLOYER. WAYCROSSE, INC., HOWEVER, IS NOT A DISQUALIFIED PERSON. ELIZABETH MACMILLAN AND HER FAMILY OWN A SMALL INTEREST IN WAYCROSSE, INC. AND ELIZABETH MACMILLAN WAS NOT AN OFFICER OF WAYCROSSE, INC., NOR IS SHE, OR ANY MEMBERS OF HER IMMEDIATE FAMILY, A MEMBER OF THE WAYCROSSE, INC. BOARD OF DIRECTORS, WHICH CONSISTS OF 15 VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE DORSEY & WHITNEY FOUNDATION HAS THE ABILITY, AS THE CONTROLLING PUBLIC CHARITY, TO APPOINT INDEPENDENT SUPPORTED ORGANIZATION TRUSTEES AND FAMILY TRUSTEES IN ACCORDANCE WITH THE GOVERNING TRUST AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7B THE DORSEY & WHITNEY FOUNDATION HAS THE ABILITY, AS THE CONTROLLING PUBLIC CHARITY, TO APPOINT INDEPENDENT SUPPORTED ORGANIZATION TRUSTEES AND FAMILY TRUSTEES IN ACCORDANCE WITH THE GOVERNING TRUST AGREEMENT. FORM 990, PART VI, SECTION A, LINE 8B THE WEM 2000 FOUNDATION DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE TAX RETURN, FORM 990, IS PROVIDED TO THE GOVERNING BODY OF THE WEM 2000 FOUNDATION FOR THEIR REVIEW PRIOR TO THE TAX RETURN BEING FILED WITH THE TAXING AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES COMPLETE ANNUAL REPRESENTATION LETTERS TO DETERMINE IF A CONFLICT OF INTEREST EXISTS, AND IF IT DOES, THE TRUSTEE WITH THE CONFLICT OF INTEREST SHALL REFRAIN FROM VOTING ON THE ISSUE WITH WHICH HE HAS A CONFLICT AND THE MINUTES OF THE MEETING SHALL INDICATE THAT THE TRUSTEE MADE A DISCLOSURE REGARDING THE CONFLICT AND THAT THE TRUSTEE ABSTAINED FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE WEM 2000 FOUNDATION MAKES ITS TAX RETURN AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. DORSEY & WHITNEY FOUNDATION 50 S 6TH ST STE 1500 MINNEAPOLIS MN 55402 411424522 CHARITABLE GIVING MN 501(C)(3) LINE 7 YES 0 IT 1985 TRUST PO BOX 5628 MINNEAPOLIS MN 55440 416275449 TRUST ADMINISTRATION MN N/A T 0 IT 2002 CLAT PO BOX 5628 MINNEAPOLIS MN 55440 416496757 TRUST ADMINISTRATION MN N/A T 0 IT 2003 CLAT PO BOX 5628 MINNEAPOLIS MN 55440 416515051 TRUST ADMINISTRATION MN N/A T 0 IT 2003 #2 CLAT PO BOX 5628 MINNEAPOLIS MN 55440 416522740 TRUST ADMINISTRATION MN N/A T 0 IT 2005 CLAT PO BOX 5628 MINNEAPOLIS MN 55440 336357608 TRUST ADMINISTRATION MN N/A T 0 J&RH IRREVOCABLE TRUST PO BOX 5628 MINNEAPOLIS MN 55440 206372867 TRUST ADMINISTRATION MN N/A T 0 JR FAMILY REMAINDER TRUST PO BOX 5628 MINNEAPOLIS MN 55440 416496758 TRUST ADMINISTRATION MN N/A T 0 JR 2003 FAMILY REMAINDER TRUST PO BOX 5628 MINNEAPOLIS MN 55440 416515052 TRUST ADMINISTRATION MN N/A T 0 JR 2003 FAMILY REMAINDER TRUST #2 PO BOX 5628 MINNEAPOLIS MN 55440 416524825 TRUST ADMINISTRATION MN N/A T 0 JR 2005 FAMILY REMAINDER TRUST PO BOX 5628 MINNEAPOLIS MN 55440 206785514 TRUST ADMINISTRATION MN N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DORSEY & WHITNEY FOUNDATION B 1400000 GRANT OF CASH TEACH FOR AMERICA - TWIN CITIES B 300000 GRANT OF CASH WOMEN'S FOUNDATION OF MN B 250000 GRANT OF CASH COOKIE CART B 250000 GRANT OF CASH CHILDREN'S THEATRE B 250000 GRANT OF CASH EVERY MEAL B 500000 GRANT OF CASH LIVINGSTON HEALTHCARE FOUNDATION B 250000 GRANT OF CASH MAYO CLINIC FOUNDATION B 250000 GRANT OF CASH ONE VILLAGE PARTNERS B 150000 GRANT OF CASH SMALL SUMS B 150000 GRANT OF CASH UNIVERSITY OF MINNESOTA FOUNDATION B 100000 GRANT OF CASH WOMENVENTURE B 250000 GRANT OF CASH