2025-03-31T12:50:20-05:00 2024-12-31 990PF 2024-01-01 412054672 THE ROSEN FAMILY FOUNDATION INC ROSE 6515528230 2600 EAGAN WOODS DR SUITE 350 EAGAN MN 55121 KARIN ROSEN DIRECTOR 6515528230 2025-03-26 0 2024 2025-03-06 01:10:19Z X X 24927788 X 0 X 11827 11827 610286 610286 139275 1539665 139275 761388 761388 15000 0 15000 92672 92647 25 9267 9267 0 1092 0 1092 118031 101914 16117 820998 820998 939029 101914 837115 -177641 659474 585469 786137 786137 2642 3377 3377 20425814 20046770 24138274 21013925 20836284 24927788 0 0 X 0 0 0 0 21013925 20836284 21013925 20836284 21013925 20836284 21013925 -177641 0 20836284 0 20836284 PUBLICLY TRADED SECURITIES 75665 73305 2360 2360 PUBLICLY TRADED SECURITIES 1464000 1327085 136915 136915 139275 9167 0 9167 0 9167 11758 0 0 0 11758 0 2591 2591 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A ELIZABETH G ROETKER 6515528230 2600 EAGAN WOODS DR SUITE 350 EAGAN MN 55121 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KARIN M ROSEN 2600 EAGAN WOODS DR SUITE 350 EAGAN MN 55121 PRESIDENT & DIRECTOR 1.00 0 0 0 RICHARD H ROSEN 2600 EAGAN WOODS DR SUITE 350 EAGAN MN 55121 DIRECTOR 0.20 5000 0 0 THOMAS J DOYLE 100 3RD AVE S UNIT 203 MINNEAPOLIS MN 55401 DIRECTOR 0.20 5000 0 0 JOHN A EDMAN 53 DOWNTOWN PLAZA PO BOX 318 FAIRMONT MN 56031 DIRECTOR 0.20 5000 0 0 CHRISTOPHER WOODRUFF 2600 EAGAN WOODS DR SUITE 350 EAGAN MN 55121 TREASURER 0.50 0 0 0 ELIZABETH G ROETKER BEGAN 102024 2600 EAGAN WOODS DR SUITE 350 EAGAN MN 55121 SECRETARY 0.50 0 0 0 DOMINICK V DRIANO JR ENDED 102024 2600 EAGAN WOODS DR SUITE 350 EAGAN MN 55121 SECRETARY 0.50 0 0 0 NONE 0 NONE 0 0 23624011 668716 0 24292727 0 0 24292727 364391 23928336 1196417 1196417 9167 9167 1187250 0 1187250 0 1187250 837115 0 837115 1187250 0 0 96422 264105 360527 837115 0 0 0 837115 0 350135 350135 10392 0 0 0 0 0 0 0 10392 10392 X CAREGIVERS RESPONSE EFFORT & SERVICE TEAM 820 WINNEBAGO AVE SUITE 2 FAIRMONT MN 56031 NONE PC GRANT - GENERAL. 49998 CENTRACARE HEALTH FOUNDATION 1406 SIXTH AVENUE NORTH ST CLOUD MN 56303 NONE PC IMPROVE HEALTH AND HEALTH CARE IN THE LONG PRAIRIE COMMUNITY. 50000 FAIRMONT AREA COMMUNITY CENTER 204 LAKE AVE STE 201 FAIRMONT MN 56031 NONE PC FUND ORGANIZATIONAL EXPENSES. 50000 LAKESIDE CEMETERY FOUNDATION 900 N FAIRLAKES AVE PO BOX 225 FAIRMONT MN 56031 NONE PC ASSIS IN FUNDING LAKESIDE CEMETERY FOUNDATION WITH ENOUGH FUNDS TO CONTINUE TO BEAUTIFY THE CEMETERY 20000 MINNESOTA AGRICULTURE IN THE CLASSROM INC FOUNDATION PO BOX 987 BEMIDJI MN 56619 NONE PC SUPPORT AND EXPAND HIGHLY ENGAGING, INNOVATIVE AGRICULTURAL LEARNING OPPORTUNITIES AS PART OF FARM CAMP MINNESOTA. 70000 MINNESOTA FFA FOUNDATION PO BOX 365 PLAINVIEW MN 55964 NONE PC GRANT - GENERAL. 6000 NEBRASKA FARM BUREAU FOUNDATION 5225 S 16TH STREET LINCOLN NE 68512 NONE PC FUND AN EDUCATION SPECIALIST AND SUPPORT THE NEBRASKA AGRICULTURE IN THE CLASSROOM PROGRAM. 70000 THE NATURE CONSERVANCY 1101 WEST RIVER PARKWAY SUITE 200 MINNEAPOLIS MN 55415 NONE PC GRANT - GENERAL. 150000 UNIVERSITY OF MINNESOTA FOUNDATION 200 SE OAK ST SUITE 500 MINNEAPOLIS MN 55455 NONE PC ADVANCING MINNESOTA'S GLOBAL LEADERSHIP IN AGRICULTURE AND FOOD 5000 UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION 410 S THRD ST RIVER FALLS WI 54022 NONE PC ENDOWMENT OF THE HUMANE HANDLING INSTITUTE 250000 WORLD WILDLIFE FUND INC 1250 24TH STREET NW WASHINGTON DC 20037 NONE PC GRANT - GENERAL. 100000 820998 0 14 11827 14 610286 18 139275 0 761388 0 761388 0 0 0 0 0 0 0 0 0 0 VANGUARD FTSE DEVELOPED MKTS ETF - VEA AT COST 4485038 4921730 VANGUARD FTSE EMERGING MARKETS ETF - VWO AT COST 1764235 1790799 VANGUARD GROWTH ETF - VUG AT COST 2709380 5243371 VANGUARD INTERMEDIATE TERM BOND ETF - BIV AT COST 1199733 1111609 VANGUARD LONG TERM BOND INDEX ETF - BLV AT COST 961335 774149 VANGUARD MORTGAGE BACKED SECURITIES ETF - VMBS AT COST 1055057 963838 VANGUARD SHORT TERM BOND ETF - BSV AT COST 1807982 1768942 VANGUARD SMALL CAP ETF - VB AT COST 1374578 1823485 VANGUARD TOTAL INTL BOND INDEX ETF - BNDX AT COST 1840463 1711011 VANGUARD VALUE ETF - VTV AT COST 2848969 4029340 INSURANCE 1092 0 1092 REGISTRATION FEES 25 0 25 LPL FINANCIAL - INVESTMENT FEES 92489 92489 0 BANK FEES 158 158 0 FEDERAL EXCISE TAX 9267 9267 0