2026-04-11T01:15:05-05:00 2025-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990PF 2025-01-01 202539936 WILLIAM O LUND JR AND NATALIE C LUND CHARITABLE FOUNDATION WILL 6124551000 CO GENE C OLSON 150 S FIFTH 282 MINNEAPOLIS MN 55402 GENE C OLSON CO-TRUSTEE 6124551000 2026-03-31 1 JULIE BOYER P01278549 2187275025 2026-03-31 2025 2025-03-06 01:10:19Z X 9065498 X X 227899 227899 55248 2395301 55248 258 258 283405 283405 120000 20000 100000 5775 1444 4331 55369 55369 0 7805 6105 0 25 0 25 188974 82918 104356 300000 300000 488974 82918 404356 -205569 200487 272322 288181 288181 6164321 5600755 8080668 345319 687457 696649 6781962 6576393 9065498 0 0 X 0 0 0 0 6781962 6576393 6781962 6576393 6781962 6576393 6781962 -205569 0 6576393 0 6576393 PUBLICLY TRADED SECURITIES P 2395301 2340053 55248 55248 55248 2787 0 2787 0 2787 6649 0 0 0 6649 X 0 3862 3862 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A GENE C OLSON TRUSTEE 6124551000 150 S FIFTH ST SUITE 2825 MPLS MN 55402 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GENE C OLSON 150 S FIFTH ST 2825 MINNEAPOLIS MN 55402 TRUSTEE 15.00 60000 0 0 ANDREA S BRECKNER 150 S FIFTH ST 2825 MINNEAPOLIS MN 55402 TRUSTEE 15.00 60000 0 0 NONE 0 MARQUETTE WEALTH MANAGEMENT 150 S 5TH ST STE 2800 MINNEAPOLIS MN 554024239 WEALTH MANAGEMENT 55369 0 0 8414066 241309 0 8655375 0 0 8655375 129831 8525544 426277 426277 2787 2787 423490 0 423490 0 423490 404356 0 404356 423490 246955 0 0 404356 246955 0 0 157401 0 0 0 0 0 0 0 0 266089 0 0 0 GENE C OLSON 150 SOUTH FIFTH STREET SUITE 2825 MINNEAPOLIS MN 55402 6124551000 AVAILABLE UPON REQUEST NONE THE FOUNDATION DOES NOT CONTEMPLATE CONSIDERING GRANTS TO INDIVIDUALS FOR SCHOLARSHIPS, SCHOLARLY RESEARCH OR ANY OTHER PURPOSE AT THE PRESENT TIME. ALLIANCE DEFENDING FREEDOM 15100 N 90TH STREET SCOTTSDALE AZ 85260 PC ADVOCATE RELIGIOUS FREEDOM 10000 DELTA WATERFOWL FOUNDATION PO BOX 3128 BISMARCK ND 58502 PC CONSERVE WATERFOWL 170000 MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55905 PC HEALTH CARE SERVICES 80000 MINNESOTA ADULT & TEEN CHALLENGE 740 E 24TH STREET MINNEAPOLIS MN 55404 PC ADDICTION SERVICES 15000 MINNESOTA ASSISTANCE COUNCIL FOR VETERANS 1000 UNIVERSITY AVE W SUITE 10 SAINT PAUL MN 551044747 PC VETERAN HOUSING SERVICES 15000 SECOND HARVEST HEARTLAND 7101 WINNETKA AVE N BROOKLYN PARK MN 55428 PC HUNGER-RELIEF SERVICES 10000 300000 0 14 227899 14 258 18 55248 0 283405 0 283405 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5775 1444 4331 COLUMBIA STRATEGIC INCOM 687457 696649 AVANTIS INERNATIONAL SML 263554 405387 AVANTIS US SMALL CAP 371420 469618 DIMENSIONAL EMERG CORE EQ MRKT ETF 187929 260234 DIMENSIONAL EMERGING MARKTS VALU ETF 189030 259798 DIMENSIONAL INTL CORE EQ MKT ETF 831964 1207439 DIMENSIONAL US SMALL CAP 247824 308048 ISHARES CORE US 524420 550039 ISHARES RUSSELL 1000 - IWD 1182591 1320935 ISHARES RUSSELL 1000 - IWF 173930 1261818 SCHWAB US LARGE CAP 656425 940076 VANGUARD MID-CAP ETF 351311 455065 VICTORY SHARES SHORT-TERM 620357 642211 MINNESOTA ATTORNEY GENERAL FEE 25 0 25 SETTLEMENT PROCEEDS 258 258 258 INVESTMENT MANAGEMENT FEES 55369 55369 0 ESTIMATED TAX PAYMENTS 1700 0 0 FOREIGN TAXES PAID 6105 6105 0