2025-11-11T15:55:59-06:00 2024-12-31 410445819 FIDUCIARY COUNSELLING INC 30 E 7TH STREET SUITE 2000 SAINT PAUL MN 551014930 990PF 2024-01-01 416029036 THE CHARLES L WEYERHAEUSER FOUNDATION FRED 6512280935 30 EAST SEVENTH STREET SUITE 2000 ST PAUL MN 551014930 TOM W WALSH ASST SEC/ASST TREASURER 6512280935 2025-11-11 1 1 THOMAS HONG P01249570 6512280935 2025-11-10 2024 2025-03-06 01:10:19Z X 8264610 X X 104514 101376 335374 1466660 454300 72834 81497 512722 637173 0 0 0 45280 2458 41323 1 2250 0 9031 0 9031 54312 4708 50354 342000 330000 396312 4708 380354 116410 632465 1 -1 -1 84719 97043 97043 3904928 3945078 4808259 1147205 1207320 1068702 1164034 1187734 2290607 6300887 6437174 8264610 0 0 X 6300887 6300887 0 0 0 136287 6300887 6437174 6300887 6437174 6300887 116410 19877 6437174 0 6437174 FIDELITY ST TRANSACTIONS P 232501 211598 20903 20903 FIDELITY LT TRANSACTIONS P 1034417 797246 237171 237171 FIDELITY LT TRANSACTIONS - WASH SALES P 1984 1984 1984 LT DISTRIBUTIONS P 80520 80520 80520 PARTNERSHIP LT GAINS P 117238 117238 117238 PARTNERSHIP ST LOSS P 3516 -3516 -3516 454300 8791 0 8791 0 8791 8031 0 4500 0 12531 0 3740 3740 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MN 1 0 0 0 0 0 N/A FIDUCIARY COUNSELLING INC 6512280935 30 E 7TH STREET SUITE 2000 ST PAUL MN 551014930 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 AMY W STRIED 30 E 7TH STREET SUITE 2000 ST PAUL MN 55101 PRESIDENT/DIRECTOR 5.00 0 0 0 MICHAEL K WEYERHAEUSER 30 E 7TH STREET SUITE 2000 ST PAUL MN 55101 VICE PRES/TREASURER/DIRECTOR 1.00 0 0 0 DANIEL J WEYERHAEUSER 30 E 7TH STREET SUITE 2000 ST PAUL MN 55101 VICE PRES/SECRETARY/DIRECTOR 1.00 0 0 0 TOM W WALSH 30 E 7TH STREET SUITE 2000 ST PAUL MN 55101 ASSISTANT SECRETARY/ASSISTANT TREASURE 1.00 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 N/A 0 0 5863119 138931 2228217 8230267 0 0 8230267 123454 8106813 405341 405341 8791 8791 396550 18000 414550 0 414550 380354 0 380354 414550 362554 0 0 380354 362554 0 0 17800 0 0 0 0 0 0 0 0 396750 0 0 0 X ACCT PHILLY 111 WEST HUNTING PARK AVENUE PHILADELPHIA PA 19140 PC YODA FUND 10000 BIGFORK ACES 439 GRAND DRIVE 345 BIGFORK MT 59911 PC ACES AFTERSCHOOL PROGRAM 10000 BIGFORK FOOD BANK PO BOX 850 BIGFORK MT 59911 PC GENERAL OPERATING SUPPORT 10000 CENTER FOR CARBON REMOVAL (CARBON180) 650 MASSACHUSETTS AVENUE NORTHWEST SUITE 600 WASHINGTON DC 20001 PC PROJECT CARBON SINK 12000 CHARLESTON HOPE PO BOX 21315 CHARLESTON SC 29413 PC THRIVE SCHOOL-BASED COUNSELLING PROGRAM 5000 CHARLESTON HOPE PO BOX 21315 CHARLESTON SC 29413 PC THRIVE SCHOOL-BASED COUNSELING PROGRAM 20000 CHILD BRIDGE INC PO BOX 310 BIGFORK MT 599110310 PC GENERAL OPERATING SUPPORT 10000 CHILDREN'S HEALTH DEFENSE 852 FRANKLIN AVENUE SUITE 511 FRANKLIN LAKES NJ 07417 PC GENERAL OPERATING SUPPORT 22000 CHILDREN'S HEALTH DEFENSE 852 FRANKLIN AVENUE SUITE 511 FRANKLIN LAKES NJ 07417 PC GENERAL OPERATING SUPPORT 5000 CORNERSTONE COMMUNITY OUTREACH 4615 NORTH CLIFTON AVENUE CHICAGO IL 606405013 PC CASE MANAGEMENT 5000 ELYSSA'S MISSION 900 SKOKIE BOULEVARD SUITE 135 NORTHBROOK IL 60062 PC GENERAL OPERATING SUPPORT 5000 ELYSSA'S MISSION 900 SKOKIE BOULEVARD SUITE 135 NORTHBROOK IL 60062 PC GENERAL OPERATING SUPPORT 5000 FRIENDS OF CHIKUMBUSO INC 389E WYASSUP ROAD NORTH STONINGTON CT 063591136 PC GENERAL OPERATING FUNDS AND CAPITAL PROJECTS 20000 GREATER ST LOUIS AREA FELLOWSHIP OF CHRISTIAN ATHLETES 1365 NORTH HIGHWAY DRIVE FENTON MO 63099 PC GENERAL OPERATING SUPPORT 15000 HOPE PREGNANCY MINISTRIES 1281 BURNS WAY KALISPELL MT 599013109 PC GENERAL OPERATING SUPPORT 12000 LAKELAND EVANGELICAL FREE CHURCH 440 NORTH HUNT CLUB ROAD GURNEE IL 600312417 PC STRATEGIC OPPORTUNITIES FUND 20000 LIFESPRING COMMUNITY CHURCH 1154 ILLINOIS 173 SPRING GROVE IL 60081 PC HEARTBEAT OF THE COMMUNITY 5000 LIGHTHOUSE CHRISTIAN HOME 384 NORTH SOMERS ROAD KALISPELL MT 599018031 PC GENERAL OPERATING SUPPORT 10000 MOVEMBER PO BOX 2040 SANTA MONICA CA 90406 PC MAKING CONNECTIONS 10000 NEW COMMUNITY CHURCH 16801 MANCHESTER ROAD WILDWOOD MO 63040 PC GENERAL OPERATING SUPPORT 37000 OVERFLOWING CUP 1175 MADISON ROAD PO BOX 1075 BELOIT WI 535121075 PC GENERAL OPERATING SUPPORT 5000 POLARIS PROJECT PO BOX 65323 WASHINGTON DC 200355323 PC GENERAL OPERATING SUPPORT 5000 TEEN MOTHER CHOICES INTERNATIONAL 6615 GRAND AVENUE SUITE B-417 GURNEE IL 600314591 PC GENERAL OPERATING SUPPORT 3000 TRI-COUNTY CRISIS PREGNANCY CENTER 888 EAST BELVIDERE ROAD SUITE 124 GRAYSLAKE IL 600302570 PC GENERAL OPERATING SUPPORT 4000 VENERATION CHURCH PO BOX 10433 KALISPELL MT 59904 PC GENERAL OPERATING SUPPORT 5000 VENERATION CHURCH PO BOX 10433 KALISPELL MT 59904 PC GENERAL OPERATING SUPPORT 5000 WEYERHAEUSER FAMILY FOUNDATION 30 SEVENTH STREET EAST SUITE 2000 SAINT PAUL MN 551014930 PF GENERAL OPERATING SUPPORT 7000 WEYERHAEUSER FAMILY FOUNDATION 30 SEVENTH STREET EAST SUITE 2000 SAINT PAUL MN 551014930 PF GENERAL OPERATING SUPPORT 5000 WOLF CONNECTION PO BOX 504 ACTON CA 935100504 PC GENERAL OPERATING SUPPORT 15000 WOMEN WITHIN WESTERN USA C/O CAROL RIGGS PO BOX 527 GRASS VALLEY CA 95945 PC GENERAL OPERATING SUPPORT 20000 WORLD BICYCLE RELIEF 1000 WEST FULTON MARKET 4TH FLOOR CHICAGO IL 606071299 PC GENERAL OPERATING SUPPORT 20000 342000 0 14 104514 01 72834 18 335374 0 512722 0 512722 11A SOFTWARE INCLUSION 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX SERVICES 45280 2458 41323 AUDIT FEES 0 0 0 PURSUANT TO IRC SEC 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF:UNDISTRIBUTED INCOME FROM THE TAX YEAR(S) ENDING:2019 $4,550 WEYERHAEUSER FAMILY FOUNDATION 30 SEVENTH STREET EAST SUITE 2000 SAINT PAUL MN 551014930 2024-10-11 7000 FOR GENERAL SUPPORT OF THE WEYERHAEUSER FAMILY FOUNDATION PROVIDED NEITHER THE GRANT NOR THE INCOME THEREFROM IS USED FOR ANY PURPOSE OTHER THAN THOSE DESCRIBED IN IRC SECTION 170(C)(2)(B). SINCE THIS GRANT WAS MADE FOR GENERAL SUPPORT, THE EXPENDITURE RESPONSIBILITY AGREEMENT DID NOT PROVIDE THAT THE PRINCIPAL AND INCOME, IF ANY, FROM THE GRANT FUNDS WOULD HAVE TO BE EXPENDED FOR ANY PARTICULAR PURPOSE OR WITHIN ANY SPECIFIC PERIOD OF TIME. 7000 THE GRANTEE HAS NOT DIVERTED ANY PORTION FROM THE PURPOSE OF THE GRANT. MARCH 30, 2025 2025-03-30 TO THE KNOWLEDGE OF THE GRANTOR, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE GRANTOR, NEITHER PRINCIPAL NOR THE INCOME FROM THE GRANT FUNDS HAS BEEN USED FOR ANY PURPOSE WHICH WOULD RESULT IN TAX UNDER IRC SECTION 4945(D). NO VERIFICATIONS HAVE BEEN UNDERTAKEN. WEYERHAEUSER FAMILY FOUNDATION 30 SEVENTH STREET EAST SUITE 2000 SAINT PAUL MN 551014930 2024-10-11 5000 FOR GENERAL SUPPORT OF THE WEYERHAEUSER FAMILY FOUNDATION PROVIDED NEITHER THE GRANT NOR THE INCOME THEREFROM IS USED FOR ANY PURPOSE OTHER THAN THOSE DESCRIBED IN IRC SECTION 170(C)(2)(B). SINCE THIS GRANT WAS MADE FOR GENERAL SUPPORT, THE EXPENDITURE RESPONSIBILITY AGREEMENT DID NOT PROVIDE THAT THE PRINCIPAL AND INCOME, IF ANY, FROM THE GRANT FUNDS WOULD HAVE TO BE EXPENDED FOR ANY PARTICULAR PURPOSE OR WITHIN ANY SPECIFIC PERIOD OF TIME. 5000 THE GRANTEE HAS NOT DIVERTED ANY PORTION FROM THE PURPOSE OF THE GRANT. MARCH 30, 2025 2025-03-30 TO THE KNOWLEDGE OF THE GRANTOR, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE GRANTOR, NEITHER PRINCIPAL NOR THE INCOME FROM THE GRANT FUNDS HAS BEEN USED FOR ANY PURPOSE WHICH WOULD RESULT IN TAX UNDER IRC SECTION 4945(D). NO VERIFICATIONS HAVE BEEN UNDERTAKEN. CALVERT GREEN BOND CLASS I 457500 410047 GUGGENHEIM TOTAL RETURN BOND FD INSTL 255358 218776 PERFORMANCE TRUST STRATEGIC BOND FD 253317 218695 PIMCO INCOME FUND INSTITUTIONAL FUND 241145 221184 NEUBERGER BERMAN SOC RESPONSIVE INSTL CL 565126 712907 CLEARWATER SELECT EQUITY FUND 387607 615538 CLEARWATER INTERNATIONAL FUND 259334 304120 PAX GLOBAL ENVIRONMENTAL MKTS FD 438179 617669 AQR EMERGING MULTI STYLE II 118693 143287 WCM FOCUSED EMERGING MARKETS FUND INSTL 101258 94968 CLEARWATER DIVERSIFYING STRATEGIES OFFSHORE FUND 780000 832089 FIDELITY ADV INTL 112404 111910 PRINCPAL REAL 312394 374120 FIDELITY EMERGING 113806 123862 CLEARWATER CORE EQUITY FUND 756277 877789 CLEARWATER OPPORTUNITY FUND LLLP AT COST 363059 412932 CLEARWATER PRIVATE OPPORTUNITY FUND V AT COST 0 414886 CLEARWATER PRIVATE OPPORTUNITY FUND VI AT COST 180000 323670 CLEARWATER PRIVATE OPPORTUNITY FUND VII AT COST 205500 218681 NORTHCOAST MEZZANINE SBIC III AT COST 250000 333672 SPELL CAPITAL MEZZANINE PARTNERS SBIC II LP AT COST 138925 328993 CLEARWATER PRIVATE OPPORTUNITY FUND VIII AT COST 50250 47220 CLEARWATER PRIVATE OPPORTUNITY FUND III AT COST 0 34013 CLEARWATER PRIVATE OPPORTUNITY FUND IV AT COST 0 87500 SPELL CAPITAL MEZZANINE PARTNERS SBIC LP AT COST 0 89040 FILING FEES 26 0 26 INSURANCE 651 0 651 BOARD OF TRUSTEES 8354 0 8354 PARTNERSHIP INCOME (INFORMATION AVAILABLE UPON REQUEST) 72834 81497 72834 PRIOR PERIOD ADJUSTMENTS 19877 FOREIGN TAXES WITHHELD 0 2250 0 FEDERAL TAXES 1 0 0