2025-04-14T10:20:43-05:00 2024-06-30 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 140 OAKDALE MN 55128 990 2023-07-01 260275248 CATHEDRAL HERITAGE FOUNDATION CATH 6513006590 250 PRAIRIE CENTER DRIVE SUITE 300 EDEN PRAIRIE MN 55344 MARY E SCHAFFNER BOARD CHAIR 6513006590 2025-03-12 1 1 CHRIS J HENKE P01008921 6516363806 2025-03-12 2023 2025-03-06 01:10:19Z MARY E SCHAFFNER 250 PRAIRIE CENTER DRIVE SUITE 300 EDEN PRAIRIE MN 55344 873521 0 X HTTP://CATHEDRALHERITAGEFOUNDATION.ORG X 2007 MN THE PRIMARY MISSION OF THE CATHEDRAL HERITAGE FOUNDATION IS TO ENGAGE IN ACTIVITIES, INCLUDING FUND-RAISING AND GRANT-MAKING ACTIVITIES TO PRESERVE, RESTORE, MAINTAIN AND ENHANCE THE CATHEDRAL OF SAINT PAUL AS A LANDMARK ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND AS A CENTER FOR EDUCATIONAL, CULTURAL, AND ARTISTIC ACTIVITIES FOR THE PEOPLE OF MINNESOTA AND SURROUNDING AREAS. 18 18 0 24 0 0 347655 551914 0 54190 3461 10060 0 257357 351116 873521 81322 1444949 0 0 0 0 0 0 22881 137138 241966 218460 1686915 132656 -813394 1854757 1040767 3847 3251 1850910 1037516 X THE PRIMARY MISSION OF THE CATHEDRAL HERITAGE FOUNDATION IS TO ENGAGE IN ACTIVITIES, INCLUDING FUND-RAISING AND GRANT-MAKING ACTIVITIES TO PRESERVE, RESTORE, MAINTAIN AND ENHANCE THE CATHEDRAL OF SAINT PAUL AS A LANDMARK ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND AS A CENTER FOR EDUCATIONAL, CULTURAL, AND ARTISTIC ACTIVITIES FOR THE PEOPLE OF MINNESOTA AND SURROUNDING AREAS. 0 0 1582769 1444949 311547 DURING FISCAL YEAR 2024, THE FOUNDATION MADE 13 MAJOR GRANTS TO THE CATHEDRAL OF SAINT PAUL FOR GENERAL RESTORATION AND IMPROVEMENT PROJECTS, ASSESSMENT OF THE FACILITIES, ARCHIVIST SUPPORT, AND ADJACENT PROPERTY PURCHASES. IN ADDITION, THE FOUNDATION TRANSFERRED THE 244 DAYTON LLC, WHICH HELD ADDITIONAL LAND AND BUILDINGS. THE FOUNDATION ALSO ENGAGED IN COMMUNITY-BASED PROGRAMS INTENDED TO MAKE THE CASE FOR CATHEDRAL PRESERVATION THROUGH WEBSITE UPDATES, MONTHLY NEWSLETTERS CONTAINING INFORMATION ABOUT THE HISTORY, PRESERVATION, AND SUPPORT PROVIDED BY THE FOUNDATION. SUCH PROGRAMMING INCLUDED THE CAPECCHI LECTURE, WHICH DISCUSSED THE ORIGINAL ARCHITECTURE OF THE INTERIOR DOME OF THE CATHEDRAL, AND THE CHRISTMAS MARKET, WHICH WAS A COMBINATION OF A EUROPEAN-STYLE OUTDOOR MARKET AND A CHRISTMAS CONCERT AT THE CATHEDRAL. 1582769 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 14 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 MN X NFR COMMUNICATIONS 9528352275 250 PRAIRIE CENTER DRIVE SUITE 300 EDEN PRAIRIE MN 55344 X MARY E SCHAFFNER BOARD CHAIR 3.00 X X 0 0 0 BRIAN HARENS TREASURER 2.00 X X 0 0 0 BARBARA H DRIES SECRETARY 1.00 X X 0 0 0 SCOTT BILLEADEAU BOARD MEMBER 2.00 X 0 0 0 DR JOHN DOWDLE BOARD MEMBER 1.00 X 0 0 0 DR DAVID DRIES BOARD MEMBER 1.00 X 0 0 0 DANIEL TAD ELDREDGE BOARD MEMBER 1.00 X 0 0 0 MARY HARENS BOARD MEMBER 1.00 X 0 0 0 CAY SHEA HELLERVIK BOARD MEMBER 1.00 X 0 0 0 ANDREW KUHRMEYER BOARD MEMBER 1.50 X 0 0 0 DR PAUL KUHRMEYER BOARD MEMBER 1.00 X 0 0 0 URSULA KUHRMEYER BOARD MEMBER 1.00 X 0 0 0 ROBERT L LEE BOARD MEMBER 1.00 X 0 0 0 REV JOHN UBEL BOARD MEMBER 2.00 X 0 0 0 JAN MCCALL BOARD MEMBER 1.00 X 0 0 0 WESLEY SANDHOLM BOARD MEMBER 1.00 X 0 0 0 DAVID MARQUETTE BOARD MEMBER 1.00 X 0 0 0 PATRICK RYAN BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 551914 551914 PROGRAM INCOME 561520 54190 54190 54190 10060 10060 GAIN ON DISPOSAL OF LL 900099 257357 257357 257357 873521 311547 0 10060 1444949 1444949 47853 47853 10682 10682 11133 11133 42510 34220 8290 32669 20149 4257 8263 18798 17929 754 115 7071 1794 1384 3893 1203 1203 19276 16956 2320 2920 876 2044 FOOD AND VENUE 37875 37875 BANK AND CREDIT CARD FE 9718 7783 1935 ARCHIVIST SUPPLIES AND 238 238 MISCELLANEOUS EXPENSE 20 20 1686915 1582769 81265 22881 303208 143404 677034 636919 257558 10389 7503 874515 2886 1854757 1040767 3847 3251 3847 3251 X 1654265 780769 196645 256747 1850910 1037516 1854757 1040767 -813394 0 X 0 1 X 1 0 X 285731 225516 214380 347655 551914 1625196 285731 225516 214380 347655 551914 1625196 712159 913037 9689 1288 1137 3461 10060 25635 1650831 375702 0.55310 0.69620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10389 7503 2886 2886 X 873521 0 873521 0 873521 1686915 0 1686915 0 1686915 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION ANNUALLY FILES FORM 990 WITH THE INTERNAL REVENUE SERVICE (IRS). U.S. GAAP REQUIRES MANAGEMENT TO 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 IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 CATHEDRAL OF SAINT PAUL 239 SELBY AVE ST PAUL MN 55102 410696905 501(C)(3) 328738 1109711 FAIR VALUE DONATION OF 244 DAYTON PROPERTY, LLC GENERAL RESTORATION AND IMPROVEMENT PROJECTS, ASSESSMENT OF THE FACILITIES, ARCHIVIST SUPPORT, ADJACENT PROPERTY PURCHASES. BACH SOCIETY OF MINNESOTA 275 E FOURTH ST STE 280 ST PAUL MN 55101 416053286 501(C)(3) 6500 0 TO SUPPORT CONCERT AT CATHREDRAL OF SAINT PAUL 2 PART I, LINE 2: CATHEDRAL HERITAGE FOUNDATION, MAKES GRANTS TO THE CATHEDRAL OF SAINT PAUL FOR PRESERVATION AND MAINTENANCE OF THE CATHEDRAL MONUMENT, WHICH IS LOCATED IN SAINT PAUL, MN. THE BOARD OF CURATORS HAS ADOPTED GRANT MAKING POLICY AND PROCEDURES THAT REQUIRE THE CATHEDRAL, AS THE GRANT RECIPIENT, TO PROVIDE DETAILED PURPOSE AND FINANCIAL INFORMATION REGARDING THE GRANT REQUESTED. FORM 990, PART VI, SECTION A, LINE 2 MARY SCHAFFNER AND ROBERT L. LEE - FAMILY RELATIONSHIP BARBARA DRIES AND DAVID DRIES - FAMILY RELATIONSHIP PAUL KUHRMEYER, URSULA KUHRMEYER AND ANDREW KUHRMEYER - FAMILY RELATIONSHIP MARY HARENS AND BRIAN HARENS - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HAS HIRED NFR COMMUNICATIONS TO HANDLE THE RECORD KEEPING, ACCOUNTING AND FINANCIAL REPORTING, COMMUNICATIONS AND EVENTS PLANNING, ADMINISTRATIVE SUPPORT FUNCTIONS, AND OTHER MANAGEMENT DUTIES ON BEHALF OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION HAS FIVE MEMBERS ALL WHICH HAVE CERTAIN VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE FOUNDATION HAVE THE POWER TO APPOINT OR REMOVE THE PRESIDENT OF THE FOUNDATION AS WELL AS APPROVE ELECTION OF BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE FOUNDATION APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION, APPROVE CERTAIN AMENDMENTS TO THE BYLAWS, AND APPROVE THE MERGER OR DISSOLUTION OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION OF THE 990 RETURN, THE ENTIRE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE 990 FOR REVIEW. THE BOARD OF DIRECTORS IS GIVEN THE OPPORTUNITY TO PROVIDE FEEDBACK OR ASK FOR CLARIFICATION ON ANY ITEMS IN THE 990. ONCE THIS REVIEW IS PERFORMED AND ALL FEEDBACK RECEIVED, THE 990 RETURN IS SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS WILL ABSTAIN FROM VOTING ON MATTERS WHERE A CONFLICT OF INTEREST EXISTS. ANNUAL CONFLICT DISCLOSURE FORMS ARE REQUESTED FROM BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 244 DAYTON LLC 945 WINNETKA AVE N 145 GOLDEN VALLEY MN 55427 384003585 HOLDING PROPERTY MN 0 0 CATHEDRAL HERITAGE FOUNDATION