2025-11-17T10:47:50-06:00 2024-12-31 341873282 CBIZ ADVISORS LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990PF 2024-01-01 851110829 ADITI FOUNDATION C/O SOUTH DAKOTA TRUST COMPANY LLC TTE ADIT 6124927253 201 S PHILLIPS AVE STE 200 SIOUX FALLS SD 57104 SOUTH DAKOTA TRUST COMPANY LLC TRUSTEE 6052757921 2025-11-17 1 1 DAVID R LEVI P00130433 6123397811 2025-11-17 2024 2025-03-06 01:10:19Z X 4299164 X 5430000 170055 170055 0 5600055 170055 127000 0 0 46389 0 46389 38485 0 38485 131514 0 131514 1237 0 237 1305827 29 1305798 1650452 29 1522423 5430000 5430000 7080452 29 6952423 -1480397 170026 203525 4299164 4299164 17 31 0 203542 4299195 4299164 1786193 7362243 1786193 7362243 X 0 0 0 0 -1582651 -3063048 -1582651 -3063048 203542 4299195 -1582651 -1480397 0 -3063048 0 -3063048 2363 0 2363 0 2363 257 0 10000 0 10257 21 7873 7873 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A ANGELA HOREL 6124927253 60 S 6TH STREET SUITE 1500 MINNEAPOLIS MN 55402 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SOUTH DAKOTA TRUST COMPANY LLC 201 PHILLIPS AVENUE SUITE 200 SIOUX FALLS ND 57104 TRUSTEE 1.00 12000 0 0 LEE ROPER-BATKER 60 S 6TH STREET SUITE 1500 MINNEAPOLIS MN 55402 MANAGER 15.00 75000 0 0 KEITH BAUM 60 S 6TH STREET SUITE 1500 MINNEAPOLIS MN 55402 MANAGER 5.00 20000 0 0 WILLIAM BRODY 60 S 6TH STREET SUITE 1500 MINNEAPOLIS MN 55402 MANAGER 5.00 20000 0 0 NONE 0 NONE 0 CONSULTING SERVICES - PAYING AN OUTSIDE CONSULTANT (BWF) TO PROVIDE SUSTAINABILITY SERVICES TO 19 QUALIFIED CHARITABLE ORGANIZATIONS TO ENABLE THEM TO BE MORE EFFICIENT AND SELF-RELIANT. 1273734 NONE 0 0 0 0 1196940 0 1196940 0 0 1196940 17954 1178986 58949 58949 2363 2363 56586 0 56586 0 56586 6952423 0 6952423 56586 0 0 207057 516544 196450 466556 1386607 6952423 0 0 0 56586 6895837 0 0 8282444 0 0 0 0 0 5430000 0 2852444 207057 516544 196450 466556 1465837 X A CALL TO MEN 8640 UNIVERSITY CITY BLVD SUITE A-3 354 CHARLOTTE NC 28213 NONE PC GENERAL FUNDING 100000 BOSTON WOMEN'S FUND 678 MASSACHUSETTS AVE SUITE 700 CAMBRIDGE MA 02139 NONE PC GENERAL FUNDING 20000 ESPERANZA UNITED 540 FAIRVIEW AVE N SUITE 200 ST PAUL MN 55104 NONE PC GENERAL FUNDING 180000 IOWA WOMENS FOUNDATION 2201 EAST GRANTVIEW DRIVE SUITE 200 CORALVILLE IA 52241 NONE PC GENERAL FUNDING 160000 JEANNETTE RANKIN FOUNDATION ONE HUNTINGTON ROAD SUITE 701 ATHENS GA 30606 NONE PC GENERAL FUNDING 1100000 NEO PHILANTHROPY 45 WEST 36TH STREET 6TH FLOOR NEW YORK NY 10018 NONE PC GENERAL FUNDING 2000000 NEW MEXICO FUND FOR WOMEN AND GIRLS 1807 2ND ST STE 76 SANTA FE NM 87505 NONE PC GENERAL FUNDING 115000 ROCKEFELLER PHILANTHROPY ADVISORS 165 COURT ST 115 BROOKLYN NY 11201 NONE PC GRANTMAKERS FOR GIRLS OF COLOR 170000 THE NEW YORK WOMEN'S FOUNDATION 39 BROADWAY 33RD FLOOR NEW YORK NY 10006 NONE PC GENERAL FUNDING 400000 WASHINGTON AREA WOMEN'S FOUNDATION 712 H STREET NE SUITE 1099 WASHINGTON DC 20002 NONE PC GENERAL FUNDING 50000 WOMEN'S FOUNDATION FOR A GREATER MEMPHIS 40 S MAIN STREET SUITE 2280 MEMPHIS TN 38103 NONE PC GENERAL FUNDING 180000 WOMEN'S FOUNDATION OF ALABAMA 2213 1ST AVENUE SOUTH BIRMINGHAM AL 35233 NONE PC GENERAL FUNDING 90000 WOMEN'S FOUNDATION OF CALIFORNIA 2968 ROCKVIEW PLACE SAN LUIS OBISPO CA 93401 NONE PC GENERAL FUNDING 300000 WOMEN'S FOUNDATION OF COLORADO 1901 EAST ASBURY AVE DENVER CO 80208 NONE PC GENERAL FUNDING 140000 WOMEN'S FOUNDATION OF MINNESOTA 105 FIFTH AVENUE S SUITE 525 MINNEAPOLIS MN 55401 NONE PC GENERAL FUNDING 200000 WOMEN'S FOUNDATION OF MISSISSIPPI 2906 NORTH STATE STREET SUITE 302 JACKSON MS 39211 NONE PC GENERAL FUNDING 45000 WOMEN'S FOUNDATION OF THE SOUTH 401 SAINT JOSEPH STREET SUITE 2A NEW ORLEANS LA 70130 NONE PC GENERAL FUNDING 85000 WOMEN'S FUND OF GREATER OMAHA INC 1111 N 13TH STREET SUITE 106 OMAHA NE 68102 NONE PC GENERAL FUNDING 50000 WOMEN'S FUND OF WESTERN MASSACHUSETTS 292 NEWBURY STREET SUITE 175 BOSTON MA 02115 NONE PC GENERAL FUNDING 45000 5430000 0 14 170055 0 170055 0 170055 0 0 0 0 0 0 0 0 0 0 X X 1 KALI LLC 60 S 6TH ST SUITE 1500 MINNEAPOLIS MN 55402 5430000 X ACCOUNTING FEES 38485 0 38485 NONE 0 ADITI FOUNDATION IS A SOUTH DAKOTA TRUST. SOUTH DAKOTA DOES NOT HAVE A REGISTRATION REQUIREMENT FOR CHARTIABLE TRUSTS. _________________________________________________ FOOTNOTE: PART II BALANCE SHEET LINE 20 AND PART VI-B LINE 1A(2): NOTES PAYABLE TO DISQUALIFIED PERSONS ARE INTEREST FREE LOANS. LEGAL/ADMINSTRATIVE FEES 46389 0 46389 KALI LLC SUBSTANTIAL CONTRIBUTOR 824193 824193 2020-10 DUE ON DEMAND 0.000000000000 NONE OPERATIONAL FUNDING NONE KALI LLC SUBSTANTIAL CONTRIBUTOR 330000 330000 2021-12 DUE ON DEMAND 0.000000000000 NONE OPERATIONAL FUNDING NONE KALI LLC SUBSTANTIAL CONTRIBUTOR 632000 632000 2023-12 DUE ON DEMAND 0.000000000000 NONE OPERATIONAL FUNDING NONE KALI LLC 1770000 1770000 2024-04 DUE ON DEMAND 0.000000000000 NONE OPERATIONAL FUNDING NONE KALI LLC SUBSTANTIAL CONTRIBUTOR 2806050 2806050 2024-10 DUE ON DEMAND 0.000000000000 NONE OPERATIONAL FUNDING NONE KALI LLC SUBSTANTIAL CONTRIBUTOR 1000000 1000000 2024-10 DUE ON DEMAND 0.000000000000 NONE OPERATIONAL FUNDING NONE DUE FROM BROKER 17 31 BANK CHARGES & FEES 29 29 0 INSURANCE 32064 0 32064 PROGRAM EXPENSES - BWF FEES PAID FOR SERVICES RENDERED TO CHARITABLE ORG 1273734 0 1273734 CONSULTING - KORWIN 131514 0 131514 PAYROLL TAXES 237 0 237 EXCISE TAXES 1000 0 0