2024-03-26T07:56:00-05:00 2023-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2023-01-01 461386982 Steen Family Foundation STEE 6129614915 913 Nine Mile Cove S Hopkins MN 55343 Melissa A Steen Vice President/Treasurer/Secretary 6129614915 2024-03-25 1 Melissa Steen 999009999 1 Deb Nelson CPA P01264758 6122536500 2024-03-25 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1070382 X 25853 39936 39936 9343 24830 9343 75132 49279 0 0 0 2100 0 2100 6630 6630 0 285 0 0 1952 0 1952 25 0 25 10992 6630 4077 64050 64050 75042 6630 68127 90 42649 37325 35978 35978 398967 396200 380637 497710 501914 653767 934002 934092 1070382 0 0 X 934002 934092 0 0 0 0 934002 934092 934002 934092 934002 90 0 934092 0 934092 Publicly Traded Securites P 24830 15487 9343 9343 9343 593 0 593 0 593 680 0 0 0 680 0 87 87 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A Melissa A Steen 6129614915 913 Nine Mile Cove S Hopkins MN 55343 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Paul K Steen 913 Nine Mile Cove S Hopkins MN 55343 President/CEO 2.00 0 0 0 Melissa A Steen 913 Nine Mile Cove S Hopkins MN 55343 Vice President/Secretary/Treasurer 1.00 0 0 0 Ted Contag 913 Nine Mile Cove S Hopkins MN 55343 Director 1.00 0 0 0 Maya Steen 913 Nine Mile Cove S Hopkins MN 55343 Director 1.00 0 0 0 Bennett Steen 913 Nine Mile Cove S Hopkins MN 55343 Director 1.00 0 0 0 Jane Andersen 913 Nine Mile Cove S Hopkins MN 55343 Director 1.00 0 0 0 NONE 0 NONE 0 0 985003 41458 0 1026461 0 0 1026461 15397 1011064 50553 50553 593 593 49960 0 49960 0 49960 68127 0 68127 49960 0 0 3568 4793 12104 12885 23794 57144 68127 0 0 0 49960 18167 0 0 75311 0 0 0 0 0 0 3568 71743 4793 12104 12885 23794 18167 Paul K Steen Melissa A Steen X 2911 International Exchange PO Box 385366 Bloomington MN 55438 None PC General Operations 3500 A Peace of My Mind Inc 4100 Lyndale Avenue South Minneapolis MN 55409 None PC General operations. 5000 All Saints Episcopal Church 333 Tarpon Drive Fort Lauderdale FL 33301 None PC General Operations. 1000 Beacon Interfaith Housing Collaborative 2610 University Avenue West Suite 100 St Paul MN 55114 None PC General operations. 2500 Bethlehem Lutheran Church 4100 Lyndale Avenue South Minneapolis MN 55409 None PC General operations. 16300 Boston University 801 Commonwealth Avenue Boston MA 02215 None PC General Operations. 250 Community Cloud Forest Conservation 3059 Hampshire Blvd SE Grand Rapids MI 59506 None PC To alleviate poverty and protects forests through a holistic community based approach to community development and conservation. 1500 Lutheran Partners in Global Ministry Inc (LPGM) 122 West Franklin Avenue Ste 319 Minneapolis MN 55404 None PC General operations. 13000 Lutheran Social Services of MN 2485 Como Avenue St Paul MN 55108 None PC To end youth homelessness in MN. 5000 Source Song Festival PO Box 3605 Minneapolis MN 55403 None PC General Operations 1000 Spring Hills Church 3700 Fulton Rd Fulton CA 95439 None PC General Operations 4000 St Olaf College 1520 St Olaf Avenue Northfield MN 55057 None PC Scholarship fund. 9000 Wartburg College 100 Wartburg Blvd Waverly IA 50677 None PC General operations. 2000 64050 0 14 39936 18 9343 0 49279 0 49279 0 0 0 0 0 0 0 0 0 0 X X 1 Paul Steen 913 Nine Mile Cove S Hopkins MN 55343 25853 X Accounting Fees 2100 0 2100 Assurant Inc. 30962 29682 Bunge LTD 9854 9609 CA Inc. 10005 9671 Coach Inc 30241 28379 Ford Motor 9900 9170 Holly Frontier Corp 65510 65445 Hospitality PPTYS TR SR Note 15177 14475 Lazard Group LLC 42937 38674 Lear Corp 50569 48023 Macys Retail Holdings 16091 14625 Mosaic Co. 20549 19511 Motorola, SLTNS, Inc. 17644 19725 Natural Fuel Gas Co. 50786 49796 Omega Healthcare Investors Inc. 25975 23852 I Shares MSCI ETF AT COST 29586 44142 I Shares S&P US Preferred Stock Index AT COST 39292 31190 New Perspective CL AT COST 73217 74779 Schwab US Dividend Equity AT COST 47310 91356 T Rowe Price Dividend Growth AT COST 44013 65555 T Rowe Price Small Cap Value AT COST 47758 59824 US Treasury Note AT COST 28430 28894 Vanguard Balanced Index Investor AT COST 109580 159376 Vanguard Dividend Growth Investor AT COST 35432 52283 Vanguard Total Intl Stock Index Fund ETF AT COST 47296 46368 MN Annual Report Fee 25 0 25 Investment Management Fees 6630 6630 0 Excise Tax 285 0 0