2025-03-21T12:28:27-05:00 2024-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2024-01-01 461386982 Steen Family Foundation STEE 6129614915 913 Nine Mile Cove S Hopkins MN 55343 Melissa A Steen Vice President/Treasurer/Secretary 6129614915 2025-03-21 1 1 Deb Nelson CPA P01264758 6122536500 2025-03-19 2024 2025-03-06 01:10:19Z X 1107957 X 31336 55774 55774 15143 54639 15143 102253 70917 0 0 0 1540 0 1540 2250 0 2250 7259 7259 0 513 0 0 185 0 185 11747 7259 3975 84750 84750 96497 7259 88725 5756 63658 35978 59347 59347 396200 375694 365283 501914 504807 683327 934092 939848 1107957 0 0 X 934092 939848 0 0 0 0 934092 939848 934092 939848 934092 5756 0 939848 0 939848 Publicly Traded Securities P 54639 39496 15143 15143 15143 885 0 885 0 885 600 0 0 0 600 0 285 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 1061710 52621 0 1114331 0 0 1114331 16715 1097616 54881 54881 885 885 53996 0 53996 0 53996 88725 0 88725 53996 0 0 4793 12104 12885 23794 18167 71743 88725 0 0 0 53996 34729 0 0 106472 0 0 0 0 0 0 4793 101679 12104 12885 23794 18167 34729 Paul K Steen Melissa A Steen X 2911 International Exchange PO Box 385366 Bloomington MN 55438 None PC General Operations 3500 A Peace of Mind 4100 Lyndale Avenue South Minneapolis MN 55409 None PC General Operations 5000 Beacon Interfaith Housing Collaborative 2610 Univeristy 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 20000 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 Every Meal 2723 Patton Rd Roseville MN 55113 None PC General Operations 1000 Lutheran Partners in Global Ministry Inc (LPGM) 122 West Franklin Avenue Ste 319 Minneapolis MN 55404 None PC General Operations 12000 Lutheran Social Services of MN 2485 Como Avenue St Paul MN 55108 None PC To end youth homelessness in MN. 5000 Reef Discovery Center 3412 N Ocean Blvd Fort Lauderdale FL 33308 None PC General Operations 1000 Sonoma Bach PO Box 656 Cotati CA 94931 None PC To support the arts in Sonoma County. 1000 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 14000 St Johns Lutheran Church 4842 Nicollet Ave Minneapolis MN 55419 None PC General Operations 5000 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 Way to Grow 201 N Irving Ave Minneapolis MN 55405 None PC General Operations 1000 84750 0 14 55774 18 15143 0 70917 0 70917 0 0 0 0 0 0 0 0 0 0 X X 1 Paul Steen 913 Nine Mile Cove S Hopkins MN 55343 31336 X Accounting Fees 2250 0 2250 Assurant Inc. 30733 29910 Bunge LTD 9854 9711 CA Inc. 10003 9826 Coach Inc 30170 29370 Ford Motor 9900 9532 Holly Frontier Corp 65258 65345 Hospitality PPTYS TR SR Note 15069 14625 Lazard Group LLC 42263 39152 Lear Corp 50361 48550 Macys Retail Holdings 15847 15075 Mosaic Co. 20404 19565 Natural Fuel Gas Co. 50175 49954 Omega Healthcare Investors Inc. 25657 24668 I Shares MSCI ETF AT COST 22037 35616 I Shares S&P US Preferred Stock Index AT COST 39292 31440 New Perspective CL AT COST 77006 86819 Schwab US Dividend Equity AT COST 47310 98352 T Rowe Price Dividend Growth AT COST 34657 53825 T Rowe Price Small Cap Value AT COST 53142 65843 US Treasury Note AT COST 28430 29484 Vanguard Balanced Index Investor AT COST 115029 178784 Vanguard Dividend Growth Investor AT COST 40608 56020 Vanguard Total Intl Stock Index Fund ETF AT COST 47296 47144 Legal Fees 1540 0 1540 MN Annual Report Fee 25 0 25 Misc. Expense 160 0 160 Investment Management Fees 7259 7259 0 Excise Tax 513 0 0