2025-08-26T14:03:33-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990PF 2024-01-01 391748548 LENFESTEY FAMILY FOUNDATION INC C/O PRIVATE PHILANTHROPY SERVICES LENF 9204367800 1175 LOMBARDI AVENUE 200 GREEN BAY WI 54304 JAMES LENFESTEY PRESIDENT 9204367800 2025-08-26 1 1 MICHELLE MULLOY P01241748 9204367800 2025-08-26 2024 2025-03-06 01:10:19Z X 2944549 X X 558 558 44242 44242 139663 734251 139663 35 35 184498 184498 0 0 0 2833 1417 1416 8117 0 8117 1822 0 0 15586 15586 0 28358 17003 9533 230000 230000 258358 17003 239533 -73860 167495 459515 691448 691448 100 1906532 1600839 2253101 2366147 2292287 2944549 0 0 X 2366147 2292287 0 0 0 0 2366147 2292287 2366147 2292287 2366147 -73860 0 2292287 0 2292287 PUBLICLY TRADED SECURITIES 734251 594588 139663 139663 139663 2328 0 2328 0 2328 0 0 0 0 0 99 2427 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A JAMES LENFESTEY 6128251050 318 W 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 JAMES LENFESTEY 318 W 48TH STREET MINNEAPOLIS MN 55419 PRESIDENT 0.50 0 0 0 SUSAN LENFESTEY 318 W 48TH STREET MINNEAPOLIS MN 55419 DIRECTOR 0.50 0 0 0 DORA LENFESTEY 318 W 48TH STREET MINNEAPOLIS MN 55419 VP/SEC 0.50 0 0 0 NONE 0 NONE 0 0 2356102 557931 0 2914033 0 0 2914033 43710 2870323 143516 143516 2328 2328 141188 0 141188 0 141188 239533 0 239533 141188 0 0 48866 216318 265184 239533 0 0 0 141188 98345 0 0 363529 0 0 0 0 0 0 0 363529 48866 216318 98345 JAMES LENFESTEY SUSAN LENFESTEY DORA LENFESTEY PRIVATE PHILANTHROPY SERVICES 318 W 48TH ST MINNEAPOLIS MN 55419 6128251050 NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. NONE NONE 350ORG PO BOX 843004 BOSTON MA 02284 N/A PC GENERAL OPERATIONS 5000 AMERICAN ASSOCIATION OF UNIVERSITY WOMEN 2115 STEVENS AVE MINNEAPOLIS MN 55404 N/A PC SCHOLARSHIP LEGACY FUND 1000 ANDERSON CENTER FOR INTERDISCIPLINARY STUDIES PO BOX 406 RED WING MN 55066 N/A PC GENERAL OPERATIONS 5000 BLACK MESA TRUST PO BOX 33 KYKOTZMOVI VILLAGE AZ 86039 N/A PC GENERAL OPERATIONS 2000 COFFEE HOUSE PRESS 79 13TH AVE NE SUITE 110 MINNEAPOLIS MN 55413 N/A PC GENERAL OPERATIONS 1500 CONGREGATIONS CARING FOR CREATION DBA MINNESOTA INTERFAITH POWER AND LIGHT 4407 E LAKE ST MINNEAPOLIS MN 55406 N/A PC GENERAL OPERATIONS 1000 DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 217415030 N/A PC GENERAL OPERATIONS 5000 ENVIRONMENTAL DEFENSE FUND PO BOX 98051 WASHINGTON DC 200778051 N/A PC GENERAL OPERATIONS 5000 ESPANOLA VALLEY HUMANE SOCIETY 108 HAMM PARKWAY ESPANOLA NM 87532 N/A PC NEW SPAY/NEUTER FACILITY 5000 FLOW (FOR LOVE OF WATER) 440 WEST FRONT ST SUITE 100 TRAVERSE CITY MI 49684 N/A PC GENERAL OPERATIONS 10000 FRESH ENERGY 408 SAINT PETER STREET SUITE 350 ST PAUL MN 55102 N/A PC GENERAL OPERATIONS 2500 GUTHRIE THEATER FOUNDATION 818 S SECOND ST MINNEAPOLIS MN 55415 N/A PC GENERAL OPERATIONS 2500 GUTHRIE THEATER FOUNDATION 818 S SECOND ST MINNEAPOLIS MN 55415 N/A PC GENERAL OPERATIONS 2500 HEALTH PROFESSIONALS FOR A HEALTHY CLIMATE 46378 GOVERNMENT ROAD HINCKLEY MN 55037 N/A PC GENERAL OPERATIONS 1500 HILL & LAKE PRESS INC PO BOX 50052 MINNEAPOLIS MN 55045 N/A PC GENERAL OPERATIONS 6000 HILL & LAKE PRESS INC PO BOX 50052 MINNEAPOLIS MN 55405 N/A PC GENERAL OPERATIONS 4000 JANET S MUNT FAMILY ROOM 20 ALLEN ST BURLINGTON VT 05401 N/A PC GENERAL OPERATIONS 2000 KITCHEN ANGELS 1222 SILER RD SANTE FE NM 87507 N/A PC GENERAL OPERATIONS 2000 KNKX RADIO 930 BROADWAY TACOMA WA 98402 N/A PC GENERAL OPERATIONS 1000 LEAGUE OF WOMEN VOTERS OF SEATTLE KING COUNTY EDUCATION FUND 1511 3RD AVE SUITE 900 SEATTLE WA 98101 N/A PC GENERAL OPERATIONS 3000 LENSIC PERFORMING ARTS CENTER 211 W SAN FRANCISCO ST SANTA FE NM 87501 N/A PC GREENING/WASTE REDUCTION 3000 MACKINAC ARTS COUNCIL PO BOX 1363 MACKINAC ISLAND MI 49757 N/A PC GENERAL OPERATIONS 1000 MACKINAC ISLAND COMMUNITY FOUNDATION PO BOX 933 MACKINAC ISLAND MI 49757 N/A PC GENERAL OPERATIONS 8000 MICHIGAN ENVIRONMENTAL COUNCIL 602 W IONIA ST LANSING MI 48933 N/A PC GENERAL OPERATIONS 1000 MINNEAPOLIS CLIMATE ACTION 1200 PLYMOUTH AVE N MINNEAPOLIS MN 55411 N/A PC GENERAL OPERATIONS 5000 MINNEAPOLIS PARKS FOUNDATION 4800 MINNEHAHA AVE MINNEAPOLIS MN 55417 N/A PC GENERAL OPERATIONS 1000 MINNESOTA CENTER FOR BOOK ARTS 1011 WASHINGTON AVE S SUITE 100 MINNEAPOLIS MN 55415 N/A PC GENERAL OPERATIONS 4000 MINNESOTA PUBLIC RADIO 480 CEDAR STREET ST PAUL MN 55101 N/A PC GENERAL OPERATIONS 2000 MINNPOST PO BOX 18438 MINNEAPOLIS MN 55418 N/A PC GENERAL OPERATIONS 1000 THE NATURE CONSERVANCY 4245 FAIRFAX DRIVE ARLINGTON VA 22203 N/A PC GENERAL OPERATIONS 3500 NURSE FAMILY PARTNERSHIP 1801 CALIFORNIA STREET SUITE 2400 DENVER CO 80202 N/A PC GENERAL OPERATIONS 6000 PLYMOUTH CHRISTIAN YOUTH CENTERCAPRI THEATRE 2210 OLIVER AVENUE N MINNEAPOLIS MN 55411 N/A PC GENERAL OPERATIONS 1000 PLYMOUTH CONGREGATIONAL CHURCH 1900 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55403 N/A PC THE GREEN FUND 1000 PLYMOUTH CONGREGATIONAL CHURCH 1900 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55403 N/A PC GENERAL OPERATIONS 5000 PROJECT SUCCESS 1 GROVELAND TERRACE SUITE 300 MINNEAPOLIS MN 55403 N/A PC GENERAL OPERATIONS 3000 RAIN TAXI INC PO BOX 3840 MINNEAPOLIS MN 55403 N/A PC GENERAL OPERATIONS 3000 RED DRAGONFLY PRESS PO BOX 98051 NORTHFIELD MN 55057 N/A PC GENERAL OPERATIONS 1000 RESILIENT CITIES AND COMMUNITIES 2801 21ST AVE S SUITE 100 MINNEAPOLIS MN 55407 N/A PC GENERAL OPERATIONS 1000 SANIBEL CAPTIVA CONSERVATION FOUNDATION PO BOX 839 SANIBEL FL 33957 N/A PC GENERAL OPERATIONS 1000 SOUTHWEST SHAKESPEARE COMPANY 55 E MAIN ST MESA AZ 85201 N/A PC GENERAL OPERATIONS 5000 SPRINGBOARD FOR THE ARTS 262 UNIVERSITY AVENUE WEST ST PAUL MN 55103 N/A PC GENERAL OPERATIONS 2000 SUMMIT ACADEMY OIC 935 OLSON MEMORIAL HWY MINNEAPOLIS MN 55405 N/A PC GENERAL OPERATIONS 1000 THE ADVOCATES FOR HUMAN RIGHTS 330 2ND AVE SOUTH SUITE 800 MINNEAPOLIS MN 55401 N/A PC GENERAL OPERATIONS 5000 THE AMERICAN CHESTNUT FOUNDATION 50 N MERRIMOM AVE STE 115 ASHEVILLE NC 28804 N/A PC GENERAL OPERATIONS 1000 THE CENTER FOR INTERNATIONAL EDUCATION 743 FILLMORE ST NE MINNEAPOLIS MN 55413 N/A PC GENERAL OPERATIONS 1000 THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA 4 VANDERBILT PARK DR STE 300 ASHEVILLE NC 28803 N/A PC EMERGENCY AND DISASTER RESPONSE FUND 10000 THE GOOD ACRE 1790 LARPENTEUR AVE W ST PAUL MN 55113 N/A PC GENERAL OPERATIONS 1000 THE LOFT LITERARY CENTER 1011 WASHINGTON AVE S STE 200 MINNEAPOLIS MN 55415 N/A PC GENERAL OPERATIONS 25000 THE MOVING COMPANY PO BOX 18305 MINNEAPOLIS MN 55418 N/A PC GENERAL OPERATIONS 3000 TREE TRUST 1419 ENERGY PARK DRIVE ST PAUL MN 55108 N/A PC GENERAL OPERATIONS 2000 TWIN CITIES PUBLIC TELEVISION 172 4TH ST E ST PAUL MN 55101 N/A PC GENERAL OPERATIONS 2500 UKRAINIAN AMERICAN COMMUNITY CENTER 301 MAIN ST NE MINNEAPOLIS MN 55413 N/A PC GENERAL OPERATIONS 1500 UKRAINIAN AMERICAN COMMUNITY CENTER 301 MAIN ST NE MINNEAPOLIS MN 55413 N/A PC GENERAL OPERATIONS 5000 UNIVERSITY OF MINNESOTA FOUNDATION PO BOX 860266 MINNEAPOLIS MN 554860266 N/A PC SPIVAK BEE INNOVATION FUND 1000 UNIVERSITY OF MINNESOTA FOUNDATION PO BOX 860266 MINNEAPOLIS MN 554860266 N/A PC UNIVERSITY LIBRARIES AND SCHOLARSHIPS 2000 VALENCIA ELEMENTARY HOME AND SCHOOL CLUB PO BOX 2277 APTOS CA 95001 N/A PC GENERAL OPERATIONS 10000 WOMANS CLUB OF MINNEAPOLIS 410 OAK GROVE STREET MINNEAPOLIS MN 55403 N/A PC GENERAL OPERATIONS 5000 WOMANS CLUB OF MINNEAPOLIS 410 OAK GROVE STREET MINNEAPOLIS MN 55403 N/A PC GENERAL OPERATIONS 25000 MINNESOTA MEDIA ARTS 17 MELBOURNE AVE SE MINNEAPOLIS MN 55414 N/A PC GENERAL OPERATIONS 1000 THE UNION OF CONCERNED SCIENTISTS INC 2 BRATTLE SQUARE CAMBRIDGE MA 02138 N/A PC GENERAL OPERATIONS 2000 230000 0 14 558 14 44242 18 139663 NSF FEE RETURNED 01 35 0 184498 0 184498 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2833 1417 1416 INVESCO QQQ TRUST 242022 453461 ISHARES CORE S&P MID CAP 226050 302951 ISHARES TRUST RUSSELL 2000 ETF 281647 326137 SELECT SECTOR INDUSTRIAL 113149 138480 VANGUARD TOTAL STOCK 98782 113026 VANGUARD ESG US STK ETF 639189 919046 AGENCY FEES - SCHWAB 15586 15586 0 NSF FEE RETURNED 35 35 35 PRIVATE PHILANTHROPY SERVICE 8117 0 8117 FEDERAL EXCISE TAX 1822 0 0