2025-03-19T15:50:31-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990PF 2024-01-01 411380920 STEVENS SQUARE FOUNDATION STEV 6128251368 318 W 48TH STREET MINNEAPOLIS MN 55419 MARY LENARD VP OF FINANCE 6128251368 2025-03-13 1 1 DEIRDRE HODGSON P01484710 6123764500 2025-03-13 2024 2025-03-06 01:10:19Z X 15508371 X X 386756 386756 902232 1631169 902232 1288988 1288988 0 0 0 12976 6488 6488 180758 53254 127504 25584 0 0 6849 0 9583 550 0 550 9137 1167 7875 235854 60909 152000 612450 612450 848304 60909 764450 440684 1228079 3054 4086 4086 108884 114594 114594 8467 5874 5874 10482916 10897189 10897189 3837822 4486628 4486628 14441143 15508371 15508371 2824 312 70682 87181 73506 87493 X 13802999 14863136 564638 557742 14367637 15420878 14441143 15508371 14367637 440684 612557 15420878 0 15420878 PUBLICLY TRADED SECURITIES 1631169 728937 902232 902232 902232 17070 0 17070 0 17070 8360 0 0 0 8360 X 0 8710 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 WWW.THESTEVENSSQUAREFOUNDATION.ORG PRIVATE PHILANTHROPY SERVICES 6128251050 318 WEST 48TH STREET MINNEAPOLIS MN 55419 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTINE SAGSTETTER 318 W 48TH STREET MINNEAPOLIS MN 55419 VP FINANCE & INVESTMENT 3.00 0 0 0 BARBIE LEVINE 318 W 48TH STREET MINNEAPOLIS MN 55419 PRESIDENT 3.00 0 0 0 ANN LOVDAHL 318 W 48TH STREET MINNEAPOLIS MN 55419 VP OF EDUCATION 3.00 0 0 0 MARY LENARD 318 W 48TH STREET MINNEAPOLIS MN 55419 VP OF FINANCE 3.00 0 0 0 ROBIN KEYWORTH 318 W 48TH STREET MINNEAPOLIS MN 55419 VP OF GRANTS 3.00 0 0 0 LIZ SHORT 318 W 48TH STREET MINNEAPOLIS MN 55419 VP OF NOMINATIONS 3.00 0 0 0 BEVERLY HAUSCHILD-BARON 318 W 48TH STREET MINNEAPOLIS MN 55419 SECRETARY 3.00 0 0 0 ALANA WRIGHT 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 ANNE JOHNSON 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 ANNETTE SANDLER 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 GAYLE KVENVOLD 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 BILL FOUSSARD 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 DIANE OSBORNE 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 ED NUNN 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 ELANA GRAVITZ 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 FRED BRYAN 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 VANNE OWENS HAYES 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 JANE NEWMAN 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 HARRY JOHNSON III 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 JENNIFER LUNDBLAD 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 JIM THOMSON 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 JOCELYN ANCHETA 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 JONATHAN LIPS 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 KATHLEEN SWART 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 KIM KEPRIOS 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 LINDA WENZEL 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 MICHELLE BARCLAY 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 MOLLY VAN METRE 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 NANCY TYRA-LUKENS 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 PAM VAN ZYL YORK 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 AARON OSGOOD 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 RAJEAN MOONE 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 1.00 0 0 0 NONE 0 PRIVATE PHILANTHROPY SERVICES 318 WEST 48TH STREET MINNEAPOLIS MN 55419 FOUNDATION MANAGEMENT SERVICE 143004 0 0 15201264 126779 0 15328043 0 0 15328043 229921 15098122 754906 754906 17070 17070 737836 0 737836 0 737836 764450 0 764450 737836 355948 0 0 764450 355948 0 0 408502 0 0 0 0 0 0 0 0 329334 0 0 0 STEVENS SQUARE FOUNDATION 318 W 48TH STREET MINNEAPOLIS MN 55419 6128251368 THE STEVENS SQUARE FOUNDATION ONLY ACCEPTS PROPOSALS SUBMITTED VIA ITS ONLINE APPLICATION SYSTEM. PROOF OF TAX EXEMPT STATUS, FINANCIAL, BUDGET, GOVERNING BODY AND PROJECT/PROGRAM FUNDING INFORMATION IS ALSO REQUIRED. APPLICATIONS ARE ACCEPTED DURING THE MONTH OF FEBRUARY. THE STEVENS FOUNDATION MAKES GRANTS SUPPORTING CHILDREN AND SENIORS. CURRENTLY IT IS FOCUSED ON GRANTS THAT PROVIDE SERVICES FOR SENIORS. IN PARTICULAR, IT SUPPORTS EXISTING PROGRAMS THAT ENABLE SENIORS TO REMAIN IN THEIR OWN HOMES AND NEW PROGRAMS THAT IMPROVE THE LIVES OF OLDER ADULTS. ALEXANDRA HOUSE INC 10065 3RD ST NE BLAINE MN 55434 N/A PC ELDER ABUSE PROGRAM 15000 ALIVE AND KICKIN 1015 N 4TH AVE SUITE 205 MINNEAPOLIS MN 55405 N/A PC HONORARIUM FOR PERFORMANCE AT GRANTEE WORKSHOP & CELEBRATION 750 CATHOLIC CHARITIES 1007 E 14TH STREET MINNEAPOLIS MN 55404 N/A PC CATHOLIC CHARITIES HOMELESS ELDERS PROGRAM 22000 CENTRO TYRONE GUZMAN 1915 CHICAGO AVE S MINNEAPOLIS MN 55404 N/A PC CENTROS WISE ELDERS AND WISE ELDERS FAMILIES 30000 COMMUNITY EMERGENCY ASSISTANCE PROGRAMS INC (CEAP) 7051 BROOKLYN BLVD BROOKLYN CENTER MN 55429 N/A PC CEAP MEALS ON WHEELS 10000 COMMUNITY EMERGENCY SERVICE INC 1900 11TH AVENUE MINNEAPOLIS MN 55404 N/A PC SENIOR SUPPORT PROGRAM: EQUIPPING LOW-INCOME SENIORS IN MINNEAPOLIS TO LIVE INDEPENDENTLY 27000 COMO CONNECTS (FKA COMO PARK-FALCON HEIGHTS LAHBNP) 1376 HOYT AVENUE WEST ST PAUL MN 55108 N/A PC GENERAL OPERATING SUPPORT 15000 COMPAS 450 SYNDICATE STREET N 325 SAINT PAUL MN 55104 N/A PC ARTFUL AGING(TM) 11000 DARTS 1645 MARTHALER LANE WEST ST PAUL MN 55118 N/A PC GENERAL OPERATING SUPPORT 28000 FAMILYMEANS 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 N/A PC FAMILYMEANS CAREGIVING & AGING PROGRAM 25000 FRIENDS & CO 2550 UNIVERSITY AVE W SUITE 260-S ST PAUL MN 55114 N/A PC GENERAL OPERATING SUPPORT 25000 GRANTMAKERS IN AGING 333 MAMARONECK AVE 238 WHITE PLAINS NY 10605 N/A PC GENERAL SUPPORT 1700 HAMLINE MIDWAY ELDERS 1514 ENGLEWOOD AVE ST PAUL MN 55104 N/A PC GENERAL OPERATING SUPPORT 18000 HELP AT YOUR DOOR (FORMERLY KNOWN AS STORE TO DOOR) 8441 WAYZATA BLVD 160 GOLDEN VALLEY MN 55426 N/A PC GENERAL OPERATING SUPPORT 27000 JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 5905 GOLDEN VALLEY RD SUITE 135 MINNEAPOLIS MN 55422 N/A PC JFCS SENIOR SERVICES 18000 KEYSTONE COMMUNITY SERVICES 2000 SAINT ANTHONY AVE ST PAUL MN 55104 N/A PC KEYSTONE SENIOR PROGRAMS 24000 LAO ADVANCEMENT ORGANIZATION OF AMERICA 2648 W BROADWAY MINNEAPOLIS MN 55411 N/A PC GENERAL OPERATING SUPPORT 20000 LONGFELLOWSEWARD HEALTHY SENIORS 3131 MINNEHAHA AVENUE SUITE A MINNEAPOLIS MN 55406 N/A PC GENERAL OPERATING SUPPORT 21000 METRO MEALS ON WHEELS 1200 WASHINGTON AVE S SUITE 380 MINNEAPOLIS MN 55415 N/A PC GENERAL OPERATING SUPPORT 20000 MID-MINNESOTA LEGAL AID 111 N 5TH ST 100 MINNEAPOLIS MN 55403 N/A PC SENIOR LAW PROJECT 25000 MINNESOTA ELDER JUSTICE CENTER 1265 GREY FOX ROAD SUITE 2 ARDEN HILLS MN 55112 N/A PC GENERAL OPERATING SUPPORT 28000 MINNESOTA JEWISH COMMUNITY CENTER (FORMERLY JCC OF GREATER ST PAUL) 1375 ST PAUL AVENUE ST PAUL MN 55116 N/A PC MINNESOTA JCC SUPPORTIVE SERVICES FOR OLDER ADULTS 10000 NOKOMIS HEALTHY SENIORS 4120 17TH AVENUE SOUTH MINNEAPOLIS MN 55407 N/A PC GENERAL OPERATING SUPPORT 12000 OPEN ARMS OF MINNESOTA 2500 BLOOMINGTON AVE S MINNEAPOLIS MN 55404 N/A PC OPEN ARMS NUTRITION PROGRAM SUPPORTING COMMUNITY OLDER ADULTS 20000 REBUILDING TOGETHER TWIN CITIES 1050 SE 33RD AVENUE MINNEAPOLIS MN 55414 N/A PC SAFE AT HOME 20000 SABATHANI COMMUNITY CENTER INC 310 E 38TH STREET SUITE 200 MINNEAPOLIS MN 55409 N/A PC SABATHANI SENIOR PROGRAM 25000 SOUTHERN ANOKA COMMUNITY ASSISTANCE (SACA) 627 38TH AVE NE COLUMBIA HEIGHTS MN 55421 N/A PC SACA DELIVERS 15000 ST ANTHONY PARK AREA SENIORS 2200 HILLSIDE AVENUE ST PAUL MN 55108 N/A PC GENERAL OPERATING SUPPORT 15000 THE OPEN DOOR 3000 AMES CROSSING RD SUITE 100 EAGAN MN 55121 N/A PC THE MOBILE PANTRY PROGRAM 20000 VEAP 9600 ALDRICH AVENUE SOUTH BLOOMINGTON MN 55420 N/A PC FOOD & BASIC NEEDS AND SOCIAL SERVICES FOR SENIORS 16000 VIETNAMESE SOCIAL SERVICES OF MINNESOTA 277 UNIVERSITY AVENUE WEST ST PAUL MN 55103 N/A PC VSS SPECIAL ACCESS SUPPORT SERVICES FOR ASIAN ELDERS 25000 VOLUNTEERS OF AMERICA-MINNESOTAWISCONSIN 7625 METRO BOULEVARD EDINA MN 55439 N/A PC CULTURALLY RESPONSIVE CAREGIVER SUPPORT AND DEMENTIA SERVICE 23000 612450 0 14 386756 18 902232 0 1288988 0 1288988 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12976 6488 6488 VANGUARD INTER-TERM INVEST-GR ADM 509483 509483 VANGAURD LONG-TERM INVEST - GR ADM 536793 536793 VANGUARD SHORT-TERM INVEST-GR ADM 1137949 1137949 VANGUARD TOTAL BOND MKT INDEX ADM 2302403 2302403 VANGUARD TOTAL INTERNATIONAL STOCK INDEX 3052789 3052789 VANGUARD TOTAL STOCK MKT INDEX INST 7844400 7844400 INSURANCE 922 0 922 EDUCATION 1190 0 1190 OFFICE EXPENSES 866 0 866 POSTAGE/DELIVERY 425 0 416 ON-LINE GRANTING SYSTEM 2888 0 2888 WEB HOSTING EXPENSES 854 0 872 MISC 1992 1167 721 UNREALIZED GAIN ON INVESTMENTS 612557 EXCISE TAX PAYABLE 70682 87181 MANAGEMENT FEES 143004 15500 127504 INVESTMENT MANAGEMENT FEES 37754 37754 0 EXCISE TAX 25584 0 0