2026-03-23T09:55:43-05:00 2025-12-31 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 140 OAKDALE MN 55128 990 2025-01-01 473487091 GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION GREA 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55110 DAVE SWANSON TREASURER 6514085412 2026-03-19 1 GEORGIA M AKINS P00950359 6516363806 2026-03-19 2025 2025-03-06 01:10:19Z DAVE SWANSON PO BOX 10626 WHITE BEAR LAKE MN 55110 4392414 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. X 15 15 0 15 0 0 528612 20420 20600 21800 743962 31311 -3077 0 1290097 73531 274597 4969062 0 0 0 0 0 0 2058 164708 25498 439305 4994560 850792 -4921029 5150898 26355 240818 0 4910080 26355 X 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 1 3800 3800 DURING 2025, THE ORGANIZATION DISTRIBUTED 9 GRANTS TOTALING $3,800 FROM DONOR ADVISED FUNDS. 4965262 4965262 DURING 2025, THE ORGANIZATION TRANSFERED FUND BALANCES RELATED TO ENDOWMENT FUNDS, DONOR ADVISED FUNDS, AND DESIGNATED FUNDS OF $4,965,262 TO COMMUNITYGIVING, A 501(C)(3) ORGANIZATION. 5432 21800 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 22 PARTICIPANTS IN THE PROGRAM IN 2025. 4974494 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 MN X MEREDITH ST PIERRE 6514085412 PO BOX 10626 WHITE BEAR LAKE MN 55115 X KEVIN HINIKER CHAIR 5.00 X X 0 0 0 CATHY WEYERHAEUSER VICE-CHAIR 5.00 X X 0 0 0 LISA HINIKER POCRNICH SECRETARY 2.00 X X 0 0 0 DAVE SWANSON TREASURER 6.00 X X 0 0 0 BEV DRISCOLL BOARD MEMBER 2.00 X 0 0 0 WILLIAM FOUSSARD BOARD MEMBER 2.00 X 0 0 0 KATHY MADORE BOARD MEMBER 2.00 X 0 0 0 MARK SATHER BOARD MEMBER 5.00 X 0 0 0 LAURA WHITNEY BOARD MEMBER 2.00 X 0 0 0 TIM TORGERSON BOARD MEMBER 2.00 X 0 0 0 MARK DUEA BOARD MEMBER 2.00 X 0 0 0 ADAM FISCHER BOARD MEMBER 2.00 X 0 0 0 CHARLIE ANDERSON BOARD MEMBER 2.00 X 0 0 0 KEVIN DONOVAN BOARD MEMBER 2.00 X 0 0 0 PHOEBE LEONARD BOARD MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 20420 20067 20420 PROGRAM REVENUE 611430 21800 21800 21800 5364 5364 4344830 4318883 25947 25947 25947 73531 21800 0 31311 4969062 4969062 9523 9523 4656 4656 1750 1750 361 361 8481 3392 3392 1697 290 290 384 384 MISCELLANEOUS 53 53 4994560 4974494 18008 2058 716693 26355 28746 0 4405459 0 5150898 26355 133 0 240685 0 240818 0 X 3597978 26355 1312102 0 4910080 26355 5150898 26355 -4921029 37304 0 X 0 0 0 X 852920 518939 389517 528612 20420 2310408 17500 16500 20600 21800 76400 852920 536439 406017 549212 42220 2386808 33128 27746 52308 102894 216076 0 33128 27746 52308 102894 216076 2170732 48866 74406 128567 152944 5364 410147 48866 74406 128567 152944 5364 410147 999 1508 2033 2857 7397 902785 612353 536617 705013 47584 2804352 0.77410 0.79620 0.14630 0.11830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 20067 0 2802011 2320 0 0 1 1 0 1 X 1310102 26150 1336252 1193488 162391 25000 20777 1310102 1033991 170748 11251 1193488 1258345 -176219 37500 10635 1033991 1183630 122448 35500 12233 1258345 0.00000 0.00000 0.00000 0 0 0 PART IV, LINE 2B: THE FOUNDATION HELD FUNDS AS NONPROFIT ENDOWMENTS AND AS A FISCAL SPONSOR. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS FOR THESE FUNDS. THESE FUNDS WERE TRANSFERRED TO COMMUNITYGIVING IN 2025. 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. 1 COMMUNITYGIVING 101 7TH AVENUE S SUITE 100 ST CLOUD MN 56301 363412544 501(C)(3) 4965262 0 CONTINUE THE MISSION OF GWBLCF 1 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. FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION 2025-01-31 4258442 BOOK VALUE 363412544 COMMUNITYGIVING 101 7TH AVE S SUITE 100 ST CLOUD MN 56301 501(C)(3) FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION 2025-02-03 140000 BOOK VALUE 363412544 COMMUNITYGIVING 101 7TH AVE S SUITE 100 ST CLOUD MN 56301 501(C)(3) FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION 2025-02-19 2638 BOOK VALUE 363412544 COMMUNITYGIVING 101 7TH AVE S SUITE 100 ST CLOUD MN 56301 501(C)(3) FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION 2025-02-21 130 BOOK VALUE 363412544 COMMUNITYGIVING 101 7TH AVE S SUITE 100 ST CLOUD MN 56301 501(C)(3) FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION 2025-03-28 3958 BOOK VALUE 363412544 COMMUNITYGIVING 101 7TH AVE S SUITE 100 ST CLOUD MN 56301 501(C)(3) FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION 2025-06-13 260816 BOOK VALUE 363412544 COMMUNITYGIVING 101 7TH AVE S SUITE 100 ST CLOUD MN 56301 501(C)(3) FUND BALANCES RELATED TO DAF, ENDOWMENT FUNDS AND DESIGNATED FUNDS OF THE FOUNDATION 2025-02-25 299278 BOOK VALUE 363412544 COMMUNITYGIVING 101 7TH AVE S SUITE 100 ST CLOUD MN 56301 501(C)(3) 1 0 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: TIM TORGERSON, FORMER BOARD MEMBER OF GWBLCF, BECAME A BOARD MEMBER OF COMMUNITY GIVING. FORM 990, PART III, LINE 3 ON AUGUST 15, 2024, THE ORGANIZATION'S BOARD OF DIRECTORS APPROVED AN AGREEMENT DATED JULY 18, 2024 WITH COMMUNITYGIVING, A MINNESOTA NONPROFIT CORPORATION, ESTABLISHING GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION AS A SEPARATE OPERATING DIVISION OF COMMUNITYGIVING. THROUGH THE PHILANTHROPIC AND OPERATIONAL SUPPORT OF COMMUNITYGIVING, GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION WILL CONTINUE THEIR PURPOSE OF SERVING THE GREATER WHITE BEAR LAKE, MINNESOTA AREA AS A COMMUNITY FOUNDATION SEEKING TO ATTRACT AND DEVELOP COMMUNITY AND PHILANTHROPIC ASSETS TO ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES IN THE AREA. FORM 990, PART VI, SECTION A, LINE 2 LISA POCRNICH AND KEVIN HINIKER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS AFTER REVIEW BY THE TREASURER. 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 COMPENSATED OFFICERS, DIRECTORS, MANAGEMENT OFFICIALS, OR KEY EMPLOYEES DURING 2025. 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.