2026-03-31T09:01:22-05:00 2025-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2025-01-01 461386982 Steen Family Foundation STEE 6129614915 913 Nine Mile Cove S Hopkins MN 55343 Melissa A Steen Vice President/Treasurer/Secre 6129614915 2026-03-28 1 Deb Nelson CPA P01264758 6122536500 2026-03-28 2025 2025-03-06 01:10:19Z X 1179607 X 65119 62148 62148 25292 347197 25292 152559 87440 0 0 0 3641 0 3641 2488 0 2488 7548 7458 0 1205 0 0 185 0 185 15067 7458 6314 92000 92000 107067 7458 98314 45492 79982 59347 47497 47497 375694 296418 294995 504807 641425 837115 939848 985340 1179607 0 0 X 939848 985340 0 0 0 0 939848 985340 939848 985340 939848 45492 0 985340 0 985340 Publicly Traded Securities P 347197 321905 25292 25292 25292 1112 0 1112 0 1112 920 0 0 0 920 0 192 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 1 0 0 1 N/A Melissa A Steen 6129614915 913 Nine Mile Cove S Hopkins MN 55343 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Paul K Steen 913 Nine Mile Cove S Hopkins MN 55343 President/CEO 2.00 0 0 0 Melissa A Steen 913 Nine Mile Cove S Hopkins MN 55343 Vice President/Secretary/Treasurer 1.00 0 0 0 Ted Contag 913 Nine Mile Cove S Hopkins MN 55343 Director 1.00 0 0 0 Maya Steen 913 Nine Mile Cove S Hopkins MN 55343 Director 1.00 0 0 0 Bennett Steen 913 Nine Mile Cove S Hopkins MN 55343 Director 1.00 0 0 0 Jane Andersen 913 Nine Mile Cove S Hopkins MN 55343 Director 1.00 0 0 0 NONE 0 NONE 0 0 1101491 59638 0 1161129 0 0 1161129 17417 1143712 57186 57186 1112 1112 56074 0 56074 0 56074 98314 0 98314 56074 0 0 12104 12885 23794 18167 34729 101679 98314 0 0 0 56074 42240 0 0 143919 0 0 0 0 0 0 12104 131815 12885 23794 18167 34729 42240 Paul K Steen Melissa A Steen X A Peace of My Mind 4100 Lyndale Avenue South Minneapolis MN 55409 None PC General Operations 5000 Beacon Interfaith Housing Collaborative 2610 Univeristy Avenue West Suite 100 St Paul MN 55114 None PC General Operations 10000 Bethlehem Lutheran Church Twin Cities 4100 Lyndale Avenue South Minneapolis MN 55409 None PC General Operations 23000 Boston University 801 Commonwealth Avenue Boston MA 02215 None PC General Operations 500 Community Cloud Forest Conservation 3059 Hampshire Blvd SE Grand Rapids MI 59506 None PC To alleviate poverty and protects forests through a holistic community based approach to community development and conservation. 1500 Every Meal 2723 Patton Rd Roseville MN 55113 None PC General Operations 6000 Lutheran Partners in Global Ministry Inc (LPGM) 122 West Franklin Avenue Ste 319 Minneapolis MN 55404 None PC General Operations 12000 Lutheran Social Services of MN 2485 Como Avenue St Paul MN 55108 None PC To end youth homelessness in MN. 10000 NMSU Foundation 1305 N Horseshoe Dr Las Cruces NM 88003 None PC General Operations 500 Reef Discovery Center 3412 N Ocean Blvd Fort Lauderdale FL 33308 None PC General Operations 6000 Sonoma Bach PO Box 656 Cotati CA 94931 None PC To support the arts in Sonoma County. 3500 Source Song Festival PO Box 3605 Minneapolis MN 55403 None PC General Operations 1000 St Johns Lutheran Church 4842 Nicollet Ave Minneapolis MN 55419 None PC General Operations 1000 St Olaf College 1520 St Olaf Avenue Northfield MN 55057 None PC Scholarship Fund 4000 Wartburg College 100 Wartburg Blvd Waverly IA 50677 None PC General Operations 7000 Way to Grow 201 N Irving Ave Minneapolis MN 55405 None PC General Operations 1000 92000 0 14 62148 18 25292 0 87440 0 87440 0 0 0 0 0 0 0 0 0 0 X X 1 Paul Steen 913 Nine Mile Cove S Hopkins MN 55343 35119 X 2 Estate of Peter T Steen co Messerli & Kramer PA 50 South 6th Street Suite 2300 Minneapolis MN 55402 30000 X Accounting Fees 2488 0 2488 Assurant Inc. 30496 30386 Bunge LTD 39120 39839 Coach Inc 30097 29963 Ford Motor 9900 9701 Lazard Group LLC 41575 40283 Lear Corp 50147 49734 Mosaic Co. 49689 49984 Omega Healthcare Investors Inc. 45394 45105 I Shares MSCI ETF AT COST 22037 39724 New Perspective CL AT COST 50866 63588 Schwab US Dividend Equity AT COST 32673 68575 T Rowe Price Dividend Growth AT COST 38684 61131 T Rowe Price Small Cap Value AT COST 44621 50402 US Treasury Note AT COST 78036 78363 Vanguard Balanced Index Investor AT COST 122453 198705 Vanguard Dividend Growth Investor AT COST 49630 59731 Vanguard Total Intl Stock Index Fund ETF AT COST 61093 75440 I Shares Russell 1000 Growth AT COST 47039 47330 US Treasury Note Inflation Index Note AT COST 94293 94126 Legal Fees 3641 0 3641 MN Annual Report Fee 25 0 25 Misc. Expense 160 0 160 Investment Management Fees 7548 7458 0 Estate of Peter Steen co Messerli & Kramer PA 50 South 6th Street Suite 2300 Minneapolis MN 55402 Excise Tax 1205 0 0