2025-12-22T12:44:32-06:00 2025-06-30 411397419 Abdo LLP 5201 Eden Ave Ste 250 Edina MN 55436 990PF 2024-07-01 510180046 Carol E Macpherson Memorial Scholarship Fund Inc CARO 6518081206 937 Cromwell Avenue St Paul MN 55114 Roderick Macpherson III Chair 6518081206 2025-12-18 1 1 Andrea R Kulig CPA P00007030 9528359090 2025-12-18 2024 2025-03-06 01:10:19Z X 920298 X 94 X 39554 39554 6094 330339 6094 45742 45648 0 0 0 5450 2725 2725 5849 5849 0 1654 1654 0 1803 0 1782 14756 10228 4507 50000 50000 64756 10228 54507 -19014 35420 7738 8933 8933 66848 156887 156887 216299 203763 294036 400462 262551 299872 107472 147671 160570 798819 779805 920298 0 0 X 798819 779805 0 0 0 0 798819 779805 798819 779805 798819 -19014 0 779805 0 779805 Bank of America Bond 2023-01-05 2025-03-17 43000 43023 -23 -23 Baron Small Cap Instl 2024-01-17 2025-03-17 8190 8535 -345 -345 Baron Small Cap Instl 2024-12-17 2025-03-17 1008 1130 -122 -122 Federated Hermes Govt Oblig Money Market 2023-01-05 2024-12-10 34500 34500 0 0 Huntington Bancshares Inc Redemption 2023-06-14 2024-10-15 50000 43326 6674 6674 Ishares Inc MSCI Japan ETF 2024-01-17 2024-11-19 17778 17016 762 762 JPM Equity Premium Fd 2024-11-18 2025-04-10 7788 9093 -1305 -1305 JPM Nasdaq Equity Premium Fd 2024-11-18 2025-04-10 7502 9115 -1613 -1613 M&T Bank Corp Bond Redemption 2024-01-17 2024-08-15 17000 17510 -510 -510 Parametric Equity Premium Fd 2024-11-18 2025-04-10 8029 9132 -1103 -1103 PNC Financial Services Group Bd 2019-04-05 2024-11-19 25466 24688 778 778 PNC Financial Services Group Bd 2022-01-07 2024-11-19 21392 21643 -251 -251 Regions Financial Group 2023-01-05 2025-06-16 43000 42242 758 758 Wells Fargo & Co Bond 2023-01-05 2025-06-16 44000 43292 708 708 Capital Gains Dividends P 1686 1686 1686 6094 492 0 492 0 492 840 0 0 0 840 0 348 348 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 cemscholarship.org Rick Macpherson 6518081206 937 Cromwell Avenue St Paul MN 55114 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Maggie Macpherson 134 W 48th Street Minneapolis MN 55419 Director 1.54 0 0 0 Roderick J Macpherson III 937 Cromwell Ave St Paul MN 55114 President 1.54 0 0 0 Mark Macpherson 937 Cromwell Ave St Paul MN 55114 Secretary 1.54 0 0 0 Anne Johnson 8665 Collin Way Inver Grove Heights MN 55076 Director 1.54 0 0 0 Lisa West 551 Marmik Circle Hastings MN 55033 Director 0.15 0 0 0 Viktoria Davis 310 E Main St Madelia MN 56062 Director 1.54 0 0 0 Maceda Xilian 14589 S Roberts St Unit 215 Rosemount MN 55068 Director 1.54 0 0 0 NONE 0 NONE 0 0 839829 67366 0 907195 0 0 907195 13608 893587 44679 44679 492 492 44187 0 44187 0 44187 54507 0 54507 44187 28471 0 0 54507 28471 0 0 26036 0 0 0 0 0 0 0 0 18151 0 0 0 Carol E Macpherson Scholarship Comm 937 Cromwell Ave St Paul MN 55114 6518081206 admissions@cemscholarship.org The required form and the application process are performed online via the Carol E. Macpherson Scholarship Fund website. Applicants must provide the following: completed scholarship application form, two letters of recommendation, transcripts for prior post-secondary education, a completed free application for federal student aid form, and a personal statement from the applicant including: educational and professional goals, responsibilities and characteristics of the applicant, relevant work experience and discussion of financial need. Submission Deadline is usually in July for the upcoming school year. Eligibility for scholarship: applicant must be a woman-identified student with at least a 5 year gap in their educational career and must demonstrate financial need (as determined by the FAFSA application). Applicant must be at least a half time student. Jakayla Crowley 12500 Marion Lane W Minnetonka MN 55305 None I Scholarship 3000 Callie Larson 11821 132nd Ave N Dayton MN 55327 None I Scholarship 1250 Christine Rinehart 6401 S Morgan Ave Sioux Falls SD 57108 None I Scholarship 3000 Courtney Popp 732 Polk Street NE Apt 6 Minneapolis MN 55413 None I Scholarship 9500 Sophea Om 2053 Knapp St Apt 1 Falcon Heights MN 55108 None I Scholarship 9500 Savanna Worley 6127 France Ave S Edina MN 55410 None I Scholarship 4750 Nadia Zafar 1014 27th Ave SE Apt D Minneapolis MN 55414 None I Scholarship 4750 Leyna Papach 479 Marshall Ave St Paul MN 55102 None I Scholarship 9500 Jeanne Bain 2503 Brighton Ave NE Minneapolis MN 55418 none I Scholarship 4750 50000 Fatima Eleie 7600 16th Ave S Richfield MN 55423 None I Scholarship 2500 Lois Gutierrez 4367 Metcalf Dr Eagan MN 55122 None I Scholarship 10000 Deborah Lommel 11550 Arbor Lakes Pkwy Unit 1169 Maple Grove MN 55309 None I Scholarship 2500 Annique London 5425 Cumberland Road Minneapolis MN 55410 None I Scholarship 5000 Omnia Marawan 5230 Beachside Dr Hopkins MN 55343 None I Scholarship 2500 Martine Olle 8401 Dolomite Lane Madison WI 53719 None I Scholarship 7500 Shaniece Pink 1104 Suburban Ave Unit B St Paul MN 55106 None I Scholarship 7500 Michelle Reinhart 28720 440th St Cleveland MN 56017 None I Scholarship 2500 Jodi Roberts 5025 Tioga St Duluth MN 55804 None I Scholarship 5000 Lilia Silva 1451 Knob Hill Ln Excelsior MN 55331 None I Scholarship 2500 Erica Swensen 7045 County Rd 39 NE Monticello MN 55362 None I Scholarship 5000 52500 14 39554 18 6094 0 45648 0 45648 0 0 0 0 0 0 0 0 0 0 Accounting Fees 5450 2725 2725 Carol E. Macpherson Memorial Scholarship FundEIN #51-0180046Tax Year Ending June 30, 2024Section 4942(h)(2) election as to the treatment of qualifying distributionsPursuant 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 ending June 30, 2023 (Tax Year 2012) in the amount $35,119. Signed: Rick Macpherson, Chair Metlife Incorporated 43491 44829 PNC Financial Services Bond 42256 45850 Truist Financial Corp Bond 38632 49546 US Bankcorp Bond 40824 49981 Wells Fargo & Co Bond 17044 29244 Capital One Financial Corp 9646 9785 Centerpoint Energy Inc 10301 10358 Citigroup Inc 10289 10098 Citizens Financial Group 10052 9992 Corebridge Financial Inc 10297 10309 Enbridge Inc. 10025 10040 Energy Transfer LP 9875 9953 Keycorp 9819 9887 Alphabet Inc. 8141 24672 Allstate Corp 25062 25011 Amazon 7893 17551 Apple Inc. 7667 24620 Bank of America Bond 41006 41341 Chevron Corp 4335 8591 Columbia Floating Rate Instl 18969 18835 Halliburton Co 1757 5217 Mastercard Inc. 7644 17420 Medtronic 8437 8368 Metlife Incorporated 9492 11661 Microsoft Corp 7851 24373 United Health Group Inc. 7594 9359 Vam Eck Morningstor Wide Moat 17051 19415 Zanett, Inc. 1725 0 Howmet Aerospace Inc. 9132 15077 Nvidia Corporation 11065 13429 Travelers Companies Inc 8942 9096 Federated Hermes Govt Obligations Fund AT COST 43403 43403 First Eagle Global AT COST 17529 22279 Touchstone Flexible Inc Mutual Fund AT COST 26898 27745 Aleran MLP EFT AT COST 7739 8551 PGIM AAA Clo ETF AT COST 18250 18316 Proshares S&P 500 High Income ETF AT COST 7727 8571 SPDR Gold Tr Shares AT COST 18072 22862 WisdomTree Equity Premium Fd AT COST 8053 8843 Administrative Services 99 0 99 Computer/Website Expense 810 0 810 Filing Fees 25 0 25 Insurance 848 0 848 Penalties 21 0 0 Investment Fees 5849 5849 0 Federal Tax 1654 1654 0