2026-06-10T17:07:20-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990PF 2025-01-01 391748548 LENFESTEY FAMILY FOUNDATION INC C/O PRIVATE PHILANTHROPY SERVICES LENF 9204367800 1175 LOMBARDI AVENUE 200 GREEN BAY WI 54304 JAMES LENFESTEY PRESIDENT 9204367800 2026-05-18 1 MICHELLE MULLOY P01241748 9204367800 2026-05-18 2025 2025-03-06 01:10:19Z X 2967540 X X 113 113 50883 50883 130161 1430573 130161 181157 181157 0 0 0 2942 1471 1471 2427 0 0 16216 16049 167 21585 17520 1638 217000 217000 238585 17520 218638 -57428 163637 691448 188275 188275 1600839 2046584 2779265 2292287 2234859 2967540 0 0 X 2292287 2234859 0 0 0 0 2292287 2234859 2292287 2234859 2292287 -57428 0 2234859 0 2234859 PUBLICLY TRADED SECURITIES 1430573 1300412 130161 130161 130161 2275 0 2275 0 2275 0 0 0 0 0 116 2391 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A JAMES LENFESTEY 6128251050 318 W 48TH STREET MINNEAPOLIS MN 55419 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES LENFESTEY 318 W 48TH STREET MINNEAPOLIS MN 55419 TREAS/SECRETARY 0.50 0 0 0 SUSAN LENFESTEY 318 W 48TH STREET MINNEAPOLIS MN 55419 VICE PRESIDENT 0.50 0 0 0 DORA LENFESTEY 318 W 48TH STREET MINNEAPOLIS MN 55419 PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 0 2491329 482378 0 2973707 0 0 2973707 44606 2929101 146455 146455 2275 2275 144180 0 144180 0 144180 218638 0 218638 144180 0 0 48866 216318 98345 363529 218638 0 0 0 144180 74458 0 0 437987 0 0 0 0 0 0 0 437987 48866 216318 98345 74458 JAMES LENFESTEY SUSAN LENFESTEY DORA LENFESTEY PRIVATE PHILANTHROPY SERVICES 318 W 48TH ST MINNEAPOLIS MN 55419 6128251050 NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. NONE NONE 350ORG PO BOX 843004 BOSTON MA 02284 N/A PC GENERAL OPERATIONS 5000 ANDERSON CENTER FOR INTERDISCIPLINARY STUDIES PO BOX 406 RED WING MN 55066 N/A PC GENERAL OPERATIONS 1000 BLACK MESA TRUST PO BOX 33 KYKOTZMOVI VILLAGE AZ 86039 N/A PC GENERAL OPERATIONS 2000 CENTER FOR PURPOSEFUL LEADERSHIP 5115 EXCELSIOR BLVD 315 MINNEAPOLIS MN 55416 N/A PC GENERAL OPERATIONS 1000 CLIMATE GENERATION - A WILL STEGER LEGACY 2801 21ST AVE S SUITE 110 MINNEAPOLIS MN 55407 N/A PC GENERAL OPERATIONS 1000 COMPASSION AND CHOICES PO BOX 485 ETNA NH 03750 N/A PC GENERAL OPERATIONS 1000 DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 217415030 N/A PC GENERAL OPERATIONS 6000 EDEN REFORESTATION PROJECTS 303 W FOOTHILL BLVD UNIT 13 GLENDORA CA 91741 N/A PC GENERAL OPERATIONS 2500 ENVIRONMENTAL DEFENSE FUND PO BOX 98051 WASHINGTON DC 200778051 N/A PC GENERAL OPERATIONS 5000 ESPANOLA VALLEY HUMANE SOCIETY 108 HAMM PARKWAY ESPANOLA NM 87532 N/A PC GENERAL OPERATIONS 5000 FLOW (FOR LOVE OF WATER) 440 WEST FRONT ST SUITE 100 TRAVERSE CITY MI 49684 N/A PC GENERAL OPERATIONS 10000 FORESTS FOR MONARCHS PO BOX 597 DEDHAM MA 02027 N/A PC GENERAL OPERATIONS 2000 FRESH ENERGY 408 SAINT PETER STREET SUITE 350 ST PAUL MN 55102 N/A PC GENERAL OPERATIONS 5000 GRAYWOLF PRESS 212 THIRD AVE N SUITE 485 MINNEAPOLIS MN 55401 N/A PC GENERAL OPERATIONS 1000 GUTHRIE THEATER FOUNDATION 818 S SECOND ST MINNEAPOLIS MN 55415 N/A PC GENERAL OPERATIONS 5000 JANET S MUNT FAMILY ROOM 20 ALLEN ST BURLINGTON VT 05401 N/A PC VERMONT FATHERHOOD 5000 JUNGLE THEATER 2951 LYNDALE AVE S MINNEAPOLIS MN 55408 N/A PC GENERAL OPERATIONS 1000 LEAGUE OF WOMEN VOTERS OF SEATTLE KING COUNTY EDUCATION FUND 1511 3RD AVE SUITE 900 SEATTLE WA 98101 N/A PC GENERAL OPERATIONS 2000 LENSIC PERFORMING ARTS CENTER 211 W SAN FRANCISCO ST SANTA FE NM 87501 N/A PC GREENING/WASTE REDUCTION 2500 MACKINAC ARTS COUNCIL PO BOX 1363 MACKINAC ISLAND MI 49757 N/A PC GENERAL OPERATIONS 1000 MACKINAC ISLAND COMMUNITY FOUNDATION PO BOX 933 MACKINAC ISLAND MI 49757 N/A PC GENERAL OPERATIONS 8000 MICHIGAN ENVIRONMENTAL COUNCIL 602 W IONIA ST LANSING MI 48933 N/A PC OIL AND WATER DON'T MIX 1000 MICHILIMACKINAC HISTORICAL SOCIETY 334 N STATE STREET ST IGNACE MI 49781 N/A PC GENERAL OPERATIONS 5000 MINNEAPOLIS PARKS FOUNDATION 4800 MINNEHAHA AVE MINNEAPOLIS MN 55417 N/A PC GENERAL OPERATIONS 1000 MINNESOTA CENTER FOR BOOK ARTS 1011 WASHINGTON AVE S SUITE 100 MINNEAPOLIS MN 55415 N/A PC GENERAL OPERATIONS 5000 MINNESOTA MEDIA ARTS 17 MELBOURNE AVE SE MINNEAPOLIS MN 55414 N/A PC GENERAL OPERATIONS 5000 MINNESOTA MUSEUM OF AMERICAN ART 350 N ROBERT STREET ST PAUL MN 55101 N/A PC GENERAL OPERATIONS 5000 MINNESOTA PUBLIC RADIO 480 CEDAR STREET ST PAUL MN 55101 N/A PC GENERAL OPERATIONS 4500 MINNPOST PO BOX 18438 MINNEAPOLIS MN 55418 N/A PC GENERAL OPERATIONS 1000 MIXED BLOOD THEATER 1501 S 4TH STREET MINNEAPOLIS MN 55454 N/A PC GENERAL OPERATIONS 2500 MONARCH JOINT VENTURE 2161 UNIVERSITY AVE W 200 ST PAUL MN 55114 N/A PC GENERAL OPERATIONS 1000 NURSE FAMILY PARTNERSHIP 1801 CALIFORNIA STREET SUITE 2400 DENVER CO 80202 N/A PC GENERAL OPERATIONS 3000 PLYMOUTH CHRISTIAN YOUTH CENTER 2210 OLIVER AVENUE N MINNEAPOLIS MN 55411 N/A PC CAPRI THEATRE 1000 PLYMOUTH CONGREGATIONAL CHURCH 1900 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55403 N/A PC THE GREEN FUND 5000 PLYMOUTH CONGREGATIONAL CHURCH 1900 NICOLLET AVENUE SOUTH MINNEAPOLIS MN 55403 N/A PC GENERAL OPERATIONS 1000 PROJECT SUCCESS 1 GROVELAND TERRACE SUITE 300 MINNEAPOLIS MN 55403 N/A PC GENERAL OPERATIONS 2000 RAIN TAXI INC PO BOX 3840 MINNEAPOLIS MN 55403 N/A PC GENERAL OPERATIONS 5000 SANIBEL CAPTIVA CONSERVATION FOUNDATION PO BOX 839 SANIBEL FL 33957 N/A PC GENERAL OPERATIONS 1000 SPRINGBOARD FOR THE ARTS 262 UNIVERSITY AVENUE WEST ST PAUL MN 55103 N/A PC HOLY COW! PRESS 2000 SUMMIT ACADEMY OIC 935 OLSON MEMORIAL HWY MINNEAPOLIS MN 55405 N/A PC GENERAL OPERATIONS 1000 THE ADVOCATES FOR HUMAN RIGHTS 330 2ND AVE SOUTH SUITE 800 MINNEAPOLIS MN 55401 N/A PC GENERAL OPERATIONS 5000 THE AMERICAN CHESTNUT FOUNDATION 50 N MERRIMOM AVE STE 115 ASHEVILLE NC 28804 N/A PC GENERAL OPERATIONS 1000 THE DARROW SCHOOL 110 DARROW ROAD NEW LEBANON NY 12125 N/A PC GENERAL OPERATIONS 2000 THE NATURE CONSERVANCY 4245 FAIRFAX DRIVE ARLINGTON VA 22203 N/A PC GENERAL OPERATIONS 1000 THE UNION OF CONCERNED SCIENTISTS INC 2 BRATTLE SQUARE CAMBRIDGE MA 02138 N/A PC GENERAL OPERATIONS 2500 THE WOMAN'S CLUB OF MINNEAPOLIS 410 OAK GROVE STREET MINNEAPOLIS MN 55403 N/A PC GENERAL OPERATIONS 10000 TREE TRUST 1419 ENERGY PARK DRIVE ST PAUL MN 55108 N/A PC GENERAL OPERATIONS 1000 TREES FOR THE FUTURE INC PO BOX 7027 SILVER SPRING MD 20907 N/A PC GENERAL OPERATIONS 2500 TWIN CITIES PUBLIC TELEVISION 172 4TH ST E ST PAUL MN 55101 N/A PC GENERAL OPERATIONS 4000 UNIVERSITY OF MINNESOTA FOUNDATION PO BOX 860266 MINNEAPOLIS MN 554860266 N/A PC SPIVAK BEE INNOVATION FUND 1000 VALENCIA ELEMENTARY HOME AND SCHOOL CLUB PO BOX 2277 APTOS CA 95001 N/A PC GENERAL OPERATIONS 10000 WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 N/A PC GENERAL OPERATIONS 9000 XERCES SOCIETY INC PO BOX 97387 WASHINGTON DC 20090 N/A PC GENERAL OPERATIONS 1000 AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE 1200 NEW YORK AVENUE NW WASHINGTON DC 20005 N/A PC GENERAL OPERATIONS 1000 AMERICAN CIVIL LIBERTIES UNION OF MINNESOTA FOUNDATION PO BOX 14720 MINNEAPOLIS MN 55414 N/A PC GENERAL OPERATIONS 500 COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC 151 ELLIS STREET NE ATLANTA GA 303032440 N/A PC GENERAL OPERATIONS 2000 CARITAS VOCAL ENSEMBLE PO BOX 19096 MINNEAPOLIS MN 55419 N/A PC GENERAL OPERATIONS 500 UNITARIAN UNIVERSALIST ASSOCIATION 24 FARNSWORTH ST BOSTON MA 021101409 N/A PC REFUGEE ASSISTANCE 1000 HELLBENDER GATHERING OF POETS INC PO BOX 8822 ASHEVILLE NC 28814 N/A PC GENERAL OPERATIONS 1000 INTERNATIONAL RESCUE COMMITTEE INC 122 EAST 42ND ST NEW YORK NY 10168 N/A PC UKRAINE 3000 KENWOOD ELEMENTARY SCHOOL PTA 2013 PENN AVE S MINNEAPOLIS MN 55405 N/A PC GENERAL OPERATIONS 5000 LEAGUE OF WOMEN VOTERS OF MINNEAPOLIS INC 3537 NICOLLET AVE MINNEAPOLIS MN 55408 N/A PC EDUCATION FUND 1000 MACKINAC ASSOCIATES PO BOX 567 MACKINAW CITY MI 49701 N/A PC GENERAL OPERATIONS 1000 MID-MINNESOTA LEGAL ASSISTANCE 111 N FIFTH ST SUITE 100 MINNEAPOLIS MN 55403 N/A PC GENERAL OPERATIONS 2000 MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCACY 1919 UNIVERSITY AVE W 515 SAINT PAUL MN 55104 N/A PC GENERAL OPERATIONS 5000 PENUMBRA THEATRE COMPANY INC 270 NORTH KENT ST ST PAUL MN 55102 N/A PC GENERAL OPERATIONS 1000 RYTHER 2400 NE 95TH ST SEATTLE WA 981152499 N/A PC M.A.T. PROGRAM 5000 STEGER WILDERNESS CENTER FOR INNOVATION 2008 PORTLAND AVE ST PAUL MN 55104 N/A PC GENERAL OPERATIONS 5000 THE LOPPET FOUNDATION INC 1301 THEODORE WIRTH PKWY MINNEAPOLIS MN 55422 N/A PC GENERAL OPERATIONS 1000 VITAL SPACES 1600 ST MICHAELS DR ANNEX SANTA FE NM 87505 N/A PC VITAL SPACES THEATER PROJECT 2500 WHITE PINE PRESS INC 5783 PINEHURST CT LAKEVIEW NY 14085 N/A PC BLY ESSAY BOOK 2500 WHITE STORK - UNITED STATES LTD 512 CHESTNUT ST UNIT 11 WINNETKA IL 60093 N/A PC GENERAL OPERATIONS 1000 WRITE TO HOPE PO BOX 16173 ST PAUL MN 55116 N/A PC GENERAL OPERATIONS 1000 YOUTH JOB CENTER INC 1114 CHURCH ST EVANSTON IL 60201 N/A PC GENERAL OPERATIONS 1000 217000 0 14 113 14 50883 18 130161 NSF FEE RETURNED 01 0 181157 0 181157 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2942 1471 1471 INVESCO QQQ TRUST 265094 507420 ISHARES CORE S&P MID CAP 298943 395604 ISHARES TRUST RUSSELL 2000 ETF 110363 115203 VANGUARD ESG US STK ETF 631872 1021870 VANGUARD LONG TERM BOND 213312 209325 VANGUARD SHORT TERM COR 231966 235044 VANGUARD TOTAL BOND 295034 294799 AGENCY FEES 15882 15882 0 BANK FEE 334 167 167 FEDERAL EXCISE TAX 2427 0 0