2025-09-09T12:10:50-05:00 2024-12-31 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 140 OAKDALE MN 55128 990 2024-01-01 473487091 GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION GREA 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55110 DAVE SWANSON TREASURER 6514085412 2025-08-27 1 1 GEORGIA M AKINS P00950359 6516363806 2025-08-27 2024 2025-03-06 01:10:19Z DAVE SWANSON PO BOX 10626 WHITE BEAR LAKE MN 55110 10771922 0 X WWW.GWBLCF.ORG X 2015 MN THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 14 14 0 20 0 0 389517 528612 16500 20600 93023 743962 -8083 -3077 490957 1290097 297000 274597 0 0 23395 0 0 0 28605 136796 164708 457191 439305 33766 850792 4581755 5150898 210400 240818 4371355 4910080 THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 0 0 310663 274597 2857 DURING 2024, THE ORGANIZATION DISTRIBUTED $274,597 IN GRANTS TO ENRICH THE LIVES OF PEOPLE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE. 65 GRANTS WERE GIVEN IN 2024. 21 COMPETITIVE GRANTS TOTALING $100,000 WERE AWARDED FROM THE COMMUNITY PARTNERS FUND, 40 GRANTS TOTALING $151,091 WERE ISSUED FROM DONOR ADVISED FUNDS, AND 4 GRANTS TOTALING $23,506 WERE ISSUED FROM DESIGNATED FUNDS AND OTHERS. 46858 20600 THE LEADERSHIP TOMORROW SERIES IS A PROGRAM TO CREATE A NEW GENERATION OF COMMUNITY LEADERS. SELECTED PARTICIPANTS ATTEND MONTHLY PROGRAMS FOR 10 MONTHS OF THE YEAR TO LEARN LEADERSHIP CONCEPTS AND SKILLS AND TO BECOME AWARE OF COMMUNITY ISSUES AND RESOURCES. THERE WERE 23 PARTICIPANTS IN THE PROGRAM IN 2024. 357521 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 MN X X MEREDITH ST PIERRE 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55115 X TIM TORGERSON CHAIR 5.00 X X 0 0 0 LISA HINIKER POCRNICH VICE-CHAIR 5.00 X X 0 0 0 MARK SATHER SECRETARY 2.00 X X 0 0 0 DAVE SWANSON TREASURER 6.00 X X 0 0 0 CRAIG DRAKE PAST CHAIR 2.00 X 0 0 0 LAURA WHITNEY BOARD MEMBER 2.00 X 0 0 0 BRADY RAMSAY BOARD MEMBER 2.00 X 0 0 0 KATHY MADORE BOARD MEMBER 2.00 X 0 0 0 CATHY WEYERHAEUSER BOARD MEMBER 5.00 X 0 0 0 KEVIN HINIKER BOARD MEMBER 2.00 X 0 0 0 KAREN ALNES BOARD MEMBER 2.00 X 0 0 0 ADAM FISCHER BOARD MEMBER 2.00 X 0 0 0 MARK DUEA BOARD MEMBER 2.00 X 0 0 0 CHARLIE ANDERSON BOARD MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 218232 310380 46124 528612 PROGRAM REVENUE 611430 20600 20600 20600 152944 152944 10066909 9475891 591018 591018 591018 0 218232 5934 -5934 -5934 ADMIN FEES 561000 2857 2857 2857 1290097 23457 0 738028 X 274597 274597 53500 21400 10700 21400 9152 9152 24496 24496 47264 46385 879 594 297 68 229 5748 4819 667 262 12747 5099 2549 5099 780 780 4808 4414 394 731 731 MISCELLANEOUS 1594 109 1046 439 DUES AND SUBSCRIPTIONS 1485 0 1485 0 PRINTING 1295 401 0 894 POSTAGE 514 232 282 439305 357521 53179 28605 478644 716693 28746 4103111 4405459 4581755 5150898 79 133 210321 240685 210400 240818 X 3162866 3597978 1208489 1312102 4371355 4910080 4581755 5150898 850792 -312067 0 X 0 1 X 1 0 X 1067502 852920 518939 389517 528612 3357490 12075 17500 16500 20600 66675 1079577 852920 536439 406017 549212 3424165 108925 33128 27746 52308 102894 325001 0 108925 33128 27746 52308 102894 325001 3099164 55563 48866 74406 128567 152944 460346 55563 48866 74406 128567 152944 460346 450 999 1508 2033 2857 7847 1135590 902785 612353 536617 705013 3892358 0.79620 0.89950 0.11830 0.05350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23 2 245120 0 151091 0 2741870 2299 1 1 0 1 X 1193488 162391 25000 20777 1310102 1033991 170748 11251 1193488 1258345 -176219 37500 10635 1033991 1183630 122448 35500 12233 1258345 1050908 141124 8402 1183630 0.80000 0.20000 0 0 0 X 961268 -312067 1800 5934 -304333 1265601 24496 24496 1290097 422543 1800 5934 7734 414809 24496 24496 439305 PART IV, LINE 2B: THE FOUNDATION HOLDS FUNDS AS NONPROFIT ENDOWMENTS AND AS A FISCAL SPONSOR. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS FOR THESE FUNDS. PART V, LINE 4: THE ENDOWMENT'S INVESTMENT INCOME NET OF INVESTMENT EXPENSES ON THE PRINCIPAL IS TO BE USED TO MEET THE FUTURE CHARITABLE NEEDS OF THE GREATER WHITE BEAR LAKE AREA. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES MANAGEMENT EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 5,934. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 5,934. SHARE THE JOY 102161 102161 2176 SUMMER SOIREE 116071 116071 2705 1053 1 218232 218232 2705 3229 5934 -5934 1 LAKESHORE PLAYERS 4941 LONG AVENUE WHITE BEAR LAKE MN 55110 416038716 501(C)(3) 10000 0 SUPPORT FOR OPERATIONS, ANGEL FUND FOR YOUTH NEWTRAX 3700 HWY 61 N WHITE BEAR LAKE MN 55110 274476087 501(C)(3) 6000 0 SUPPORT FOR OPERATIONS WHITE BEAR LAKE EMERGENCY FOOD SHELF 1884 WHITAKER STREET WHITE BEAR LAKE MN 55110 411459604 501(C)(3) 17341 0 CULTURALLY CONNECTED FOOD DISTRIBUTION WHITE BEAR AREA HISTORICAL SOCIETY PO BOX 10543 WHITE BEAR LAKE MN 55110 237303749 501(C)(3) 17500 0 EXPERIENCE MAHTOMEDI AREA EDUCATIONAL FOUNDATION 1520 MAHTOMEDI AVENUE MAHTOMEDI MN 55115 361276034 501(C)(3) 21500 0 SCHOOL FABRICATION LAB MAHTOMEDI AREA FOOD SHELF 700 MAHTOMEDI AVENUE MAHTOMEDI MN 55115 410764101 501(C)(3) 7700 0 WEEKEND BACKPACK PROGRAM ST ANDREW'S COMMUNITY RESOURCE CENTER 900 STILLWATER ROAD MAHTOMEDI MN 55115 410880458 501(C)(3) 7500 0 SUPPORT OF RESOURCE CENTER OPERATIONS ANIMAL RESCUE LEAGUE OF IOWA 5452 NE 22ND STREET DES MOINES IA 50313 420680427 501(C)(3) 10000 0 ANIMAL SHELTER SUPPORT CHILDREN'S PERFORMING ARTS 941 LONG AVENUE WHITE BEAR LAKE MN 55110 271169605 501(C)(3) 6500 0 SUPPORT FOR WIZARD OF OZ PRODUCTION INITIATIVE FOR ORCHESTRA INNOVATION 830 EDDY STREET SAN FRANCISCO CA 94109 852798610 501(C)(3) 10000 0 MUSIC LAKE LINKS ASSOCIATION PO BOX 704 WILLERNIE MN 55090 821442276 501(C)(3) 15000 0 CYCLING TRAIL ENHANCEMENTS NORTH SPRINGS CHURCH 7868 LAKE DRIVE LINO LAKES MN 55014 260089293 501(C)(3) 36000 0 GENERAL OPERATIONS NORTHEAST YOUTH AND FAMILY SERVICES 2539 COUNTY ROAD E WHITE BEAR LAKE MN 55110 410841103 501(C)(3) 10000 0 MENTAL HEALTH SERVICES SUSTAINABLE SAFARI 3001 WHITE BEAR AVENUE MAPLEWOOD MN 55109 264767031 501(C)(3) 10000 0 SUSTAINABILITY OF PEOPLE AND ANIMALS WHITE BEAR CENTER FOR THE ARTS 700 HWY 61 N WHITE BEAR LAKE MN 55110 274476087 501(C)(3) 5300 0 SUPPORT FOR WRITING CONTEST, HEART4ARTS WHITE BEAR LAKE EDUCATION FOUNDATION 4855 BLOOM AVE WHITE BEAR LAKE MN 55110 411778186 501(C)(3) 5500 0 SUPPORT FOR OPERATIONS YMCA OF THE NORTH 651 NICOLLET AVENUE SUITE 500 MINNEAPOLIS MN 55402 452563299 501(C)(3) 7500 0 YMCA ACCESS AND PROGRAM SUPPORT 17 PART I, LINE 2: GRANTEES RECEIVING COMMUNITY PARTNERS FUND GRANTS ARE REQUIRED TO SUBMIT A FINAL REPORT OF THEIR GRANT ACTIVITIES AND EXPENDITURES. REPORTS ARE REVEIWED BY THE GRANTS COMMITTEE. X 4 46124 AVE HIGH/LOW PRICE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 LISA POCRNICH AND KEVIN HINIKER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION APPROVED AN AGREEMENT DATED JULY 18, 2024 TO BECOME A SEPARATE OPERATING DIVISION OF COMMUNITYGIVING ANOTHER 501(C)(3). THE ORGANIZATION'S BYLAWS WERE AMENDED TO REFLECT THIS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS AFTER REVIEW BY THE EXECUTIVE COMMITTEE. THE BOARD THEN APPROVES THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND COMMITTEE MEMBERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM WHICH IS PROVIDED TO THE GOVERNANCE COMMITTEE FOR ANY NECESSARY MONITORING. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DID NOT HAVE ANY EMPLOYEES DURING 2024. THERE WAS NO NEED TO HAVE A PROCESS FOR DETERMING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE FOUNDATION WILL MAKE AVAILABLE A PHYSICAL OR ELECTRONIC COPY OF THE FORM 1023 AND FORM 990 AND SUPPORTING SCHEDULES. FORM 990, PART IX, LINE 11G OTHER CONSULTING: PROGRAM SERVICE EXPENSES 46,385. MANAGEMENT AND GENERAL EXPENSES 879. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,264.