2025-02-24T12:04:38-06:00 2024-12-31 853872997 DOUGHERTY TAX AND ACCOUNTING LLC 861 LAKE STREET NORTH WAYZATA MN 55391 990PF 2024-01-01 411883370 DOUGHERTY FAMILY FOUNDATION DOUG 6123764061 861 LAKE STREET N WAYZATA MN 55391 MICHAEL E DOUGHERTY TREASURER 6123678839 2025-02-24 1 0 CASEY REINKE P01971416 6123764040 2024 2025-03-06 01:10:19Z X 1949971 X 970134 233841 228372 1144708 25474 1144708 2348683 1373080 0 0 0 0 0 3200 1600 0 1600 26334 26334 0 0 17486 0 0 0 119919 3642 0 0 166939 31576 0 1600 8412500 8412500 8579439 31576 0 8414100 -6230756 1341504 0 123603 903039 903039 2986359 0 0 4752669 0 0 996502 1046932 1046932 8859133 1949971 1949971 0 0 X 8859133 1949971 0 0 0 0 8859133 1949971 8859133 1949971 8859133 -6230756 0 2628377 678406 1949971 PUBLICLY TRADED SECURITIES - ST 126777 126777 PUBLICLY TRADED SECURITIES - LT 992457 992457 CAPITAL GAINS DIVIDENDS P 25474 25474 25474 1144708 18647 0 18647 0 18647 10964 0 0 0 10964 0 7683 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A MICHAEL E DOUGHERTY 6123678839 861 LAKE STREET N WAYZATA MN 55391 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL E DOUGHERTY 861 LAKE STREET N WAYZATA MN 55391 TREASURER 3.00 0 0 0 KATHLEEN A DOUGHERTY 861 LAKE STREET N WAYZATA MN 55391 PRESIDENT 3.00 0 0 0 SARAH DOUGHERTY REKAS 861 LAKE STREET N WAYZATA MN 55391 VICE PRESIDENT 3.00 0 0 0 MOLLIE DOUGHERTY 861 LAKE STREET N WAYZATA MN 55391 VICE PRESIDENT 3.00 0 0 0 NONE 0 NONE 0 0 5722675 158503 1021717 6902895 0 0 6902895 103543 6799352 339968 339968 18647 18647 321321 0 321321 0 321321 8414100 0 8414100 321321 0 0 1055960 1942284 226601 2554398 5779243 8414100 0 0 0 321321 8092779 0 0 13872022 0 0 0 0 0 0 1055960 12816062 1942284 226601 2554398 8092779 MICHAEL E DOUGHERTY X ALZHEIMER'S ASSOCIATION 7900 W 78TH STREET EDINA MN 55439 NONE PC CARMEN AND JIM CAMPBELL WALK TO END ALZHEIMER'S 1000 ARTIS - NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PC FUTURE - FORWARD CAMPAIGN FOR CULTURAL EXCELLENCE 100000 ARTIS - NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PC FRIENDS OF ARTIS - NAPLES GALA 25000 BASH-ST BARTHALOMEW 630 WAYZATA BLVD EAST WAYZATA MN 55391 NONE PC CHURCH FUNDRAISER DONATION 1000 CRISTO REY JESUIT HIGH SCHOLL 2924 4TH AVE SOUTH MINNEAPOLIS MN 554084194 NONE PC FOR TOM LEE 2000 DOUGHERTY FAMILY COLLEGE 2115 SUMMIT AVENUE ST PAUL MN 551051096 NONE PC DOUGHERTY FAMILY COLLEGE ENDOWMENT 5000000 DOUGHERTY FAMILY COLLEGE 2115 SUMMIT AVENUE ST PAUL MN 551051096 NONE PC DOUGHERTY FAMILY COLLEGE ENDOWMENT 2500000 FRIENDS OF EAST AFRICA 2130 SUMMIT AVENUE ST PAUL MN 551051049 NONE PC GARY HOLMES HOSPITAL 10000 GULFSHORE PLAYHOUSE 2640 GOLDEN GATE PARKWAY SUITE 211 NAPLES FL 34105 NONE PC 2024 GALA DONATION 5000 HABITAT FOR HUMANITY OF COLLIER COUNTY 11145 TAMIAMI TRAIL EAST NAPLES FL 34113 NONE PC SALLY AND BILL HALL 5000 HABITAT FOR HUMANITY OF COLLIER COUNTY 11145 TAMIAMI TRAIL EAST NAPLES FL 34113 NONE PC GENERAL OPERATING FUND 25000 MAYO CLINIC 200 1ST STREET SW ROCHESTER MN 55901 NONE PC MAYO CLINIC LEADERSHIP ACADEMY 400000 MINNESOTA PUBLIC RADIO 480 CEDAR STREET ST PAUL MN 55101 NONE PC LEADERSHIP CIRCLE GIFT 2500 NCH CENTER FOR PHILANTHROPY 350 7TH STREET NORTH NAPLES FL 34102 NONE PC NCH MEDICAL DIPLOMATS COUNCIL 7500 RED LODGE 122 HAUSER AVENUE SOUTH PO BOX 1871 RED LODGE MT 59068 NONE PC ROOSEVELT CENTER CAPITAL CAMPAIGN 60000 STRUTHERS PARKINSON CENTER 6500 EXCELSIOR BLVD ST LOUIS PARK MN 55426 NONE PC STRUTHERS PARKINSON'S CENTER PROGRAM FUND 25000 TEMPLE ISRAEL 2323 FREMOND AVENUE SOUTH MINNEAPOLIS MN 55405 NONE PC MICHAEL O'CONNELL INTERFAITH FUND 5000 THE BLACK SCHOOL 110 BLAKE ROAD SOUTH HOPKINS MN 55343 NONE PC FACULTY AND PROFESSIONAL DEVELOPMENT 1000 TWIN CITIES PUBLIC TELEVISION 172 EAST FOURTH STREET ST PAUL MN 55101 NONE PC ANNUAL PRESIDENTS SOCIETY MEMBERSHIP 10000 UNIVERSITY OF MINNESTOA FOUNDATION 200 OAK STREET SE SUITE 500 MINNEAPOLIS MN 554552010 NONE PC M HEALTH FAIRVIEW FUND FOR MENTAL HEALTH SERVICES 1000 UNIVERSITY OF ST THOMAS 2115 SUMMIT AVENUE ST PAUL MN 551051096 NONE PC ATHLETIC DIRECTOR'S EXCELLENCE FUND 200000 UNIVERSITY OF ST THOMAS 2115 SUMMIT AVENUE ST PAUL MN 551051096 NONE PC ATHLETIC DIRECTOR'S EXCELLENCE FUND 25000 WGCU 10501 FGCU BLVD SOUTH FORT MYERS FL 339656565 NONE PC GENERAL OPERATING FUND 1000 WOMEN FOR WOMEN INTERNATIONAL PO BOX 9224 CENTRAL ISLIP NY 117229224 NONE PC GENERAL OPERATING FUND 500 8412500 0 14 233841 18 1144708 0 1378549 0 1378549 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL E AND KATHY A DOUGHERTY 493 BOVEY ROAD WAYZATA MN 55391 969952 X 1 2,351.0 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH (VUG) 969952 2024-12-18 TAX PREPARATION FEES 3200 1600 0 1600 LINCOLN LIFE INSURANCE POLICY 996502 1046932 1046932 UNREALIZED LOSSES 678406 LIFE INSURANCE PREMIUMS 116277 0 0 0 BANK SERVICE CHARGES 169 169 0 0 DUES AND SUBSCRIPTIONS 3473 3473 0 0 INVESTMENT MANAGEMENT FEES 26334 26334 0 0 EXCISE TAX 17486 0 0 0