2026-09-22T20:49:39-05:00 2025-12-31 410913129 OKABENA COMPANY 80 S 8TH ST STE 4200 MINNEAPOLIS MN 554022223 990PF 2025-01-01 416054048 SUMMER FUND SUMM 6123397151 80 S 8TH ST STE 4200 MINNEAPOLIS MN 554022223 HARRY G MCNEELY JR PRESIDENT 6123397151 2026-09-22 1 RYAN D GROBE P01290070 6123397151 2026-05-13 2025 X X 8838061 X X 153 153 88514 88514 90163 90163 90163 178830 178830 0 0 0 6158 3079 3079 25 0 25 6183 3079 3104 378270 378270 384453 3079 381374 -205623 175751 282606 89092 89092 859610 884864 8268481 248090 248090 480488 1390306 1222046 8838061 0 0 X 0 0 0 0 1390306 1222046 1390306 1222046 1390306 1222046 1390306 -205623 37363 1222046 0 1222046 CAPITAL GAINS P 90163 90163 90163 90163 2443 0 2443 0 2443 0 0 2700 0 2700 126 131 131 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A OKABENA COMPANY 6123397151 80 S 8TH ST STE 4200 MINNEAPOLIS MN 554022223 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HARRY G MCNEELY JR 80 S 8TH ST STE 4200 MINNEAPOLIS MN 55402 PRESIDENT 0.25 0 0 0 MARY TRINA MCNEELY 80 S 8TH ST STE 4200 MINNEAPOLIS MN 55402 SECRETARY 0.25 0 0 0 NICK MCNEELY 80 S 8TH ST STE 4200 MINNEAPOLIS MN 55402 VICE PRESIDENT AND TREASURER 0.25 0 0 0 NONE 0 NONE 0 N/A 0 0 0 7861256 772046 8633302 0 0 8633302 129500 8503802 425190 425190 2443 2443 422747 0 422747 0 422747 381374 0 381374 422747 368262 0 0 381374 368262 0 0 13112 0 0 0 0 0 0 0 0 409635 0 0 0 X AIN DAH YUNG CENTER 1089 PORTLAND AVE SAINT PAUL MN 55104 PC ANNUAL POWWOW 15000 AMERICAN DIABETES ASSOCIATION PO BOX 7023 MERRIFIELD VA 22116 PC CAMP NEEDLEPOINT-HUDSON, WI 15000 ANIMAL ARK 2600 INDUSTRIAL CT HASTINGS MN 55033 PC GENERAL OPERATING SUPPORT 2000 ASHWABAY OUTDOOR EDUCATIONAL FOUNDATION INC PO BOX 1401 BAYFIELD WI 54814 PC ED OLSON SCHOLARSHIP FUND 2500 ARTREACH ST CROIX 224 N 4TH ST STILLWATER MN 55082 PC GENERAL OPERATING SUPPORT 1000 CAMPING AND EDUCATION FOUNDATION 3515 MICHIGAN AVENUE CINCINNATI OH 45208 PC TWIN CITIES URBAN WILDERNESS PROGRAM 25000 CATLIN GABLE SCHOOL 8825 SW BARNES ROAD PORTLAND OR 97225 PC GRANDPARENTS ANNUAL GIFT 5000 CHANNEL ONE REGIONAL FOOD BANK 131 35TH ST SE ROCHESTER MN 55904 PC GENERAL OPERATING SUPPORT 20000 DREAM OF WILD HEALTH 09 E FRANKLIN AVE MINNEAPOLIS MN 55404 PC GENERAL OPERATING SUPPORT 2000 EAST SIDE ARTS COUNCIL 977 PAYNE AVE SAINT PAUL MN 55130 PC GENERAL OPERATING SUPPORT 1000 FAMILY VALUES FOR LIFE 1280 ARCADE STREET SAINT PAUL MN 55106 PC FOOD SHELF SUPPORT 21500 FAMILY ROSARY PROCESSIONS 739 ELDRIDGE AVE E MAPLEWOOD MN 55117 PC GENERAL OPERATING SUPPORT 1000 FOOD RESCUE US INC 1127 HIGH RIDGE ROAD STAMFORD CT 06856 PC GENERAL OPERATING SUPPORT 2000 FRIENDS OF CREX MEADOWS 102 E CREX AVENUE GRANTSBURG WI 54840 PC IN MEMORY OF GEORGE B. MILLARD 25000 FRIENDS OF THE LIBRARY 228 W CALLENDAR STREET LIVINGSTON MT 59047 PC GENERAL OPERATING SUPPORT 1000 FRIENDS SCHOOL OF MINNESOTA 1365 ENGLEWOOD AVE SAINT PAUL MN 55104 PC GENERAL OPERATING SUPPORT 3000 HEART OF CARTM PO BOX 122 MANZANITA OR 97130 PC GENERAL OPERATING SUPPORT 2000 FRASSATI CATHOLIC ACADEMY 4690 BALD EAGLE ROAD WHITE BEAR LAKE MN 55110 PC FRASSATI SAINTHOOD TRAVEL GRANT 26000 HMONG AMERICAN FARMERS ASSOCIATION 149 THOMPSON AVE WEST SAINT PAUL MN 55118 PC GENERAL OPERATING SUPPORT 1000 HUNGER SOLUTIONS MINNESOTA 555 PARK ST S SAINT PAUL MN 55103 PC GENERAL OPERATING SUPPORT 1000 INDIAN LAND TENSURE FOUNDATION 151 COUNTY ROAD B2 E LITTLE CANADA MN 55117 PC W.E. BARSNESS ENDOWMENT FUND 25000 KEYSTONE COMMUNITY SERVICES 2000 ST ANTHONY AVE SAINT PAUL MN 55104 PC FOOD SHELF SUPPORT 21500 LEGAL REVOLUTION 4047 MINNEHAHA AVE MINNEAPOLIS MN 55406 PC GENERAL OPERATING SUPPORT 2500 LISTENING HOUSE 421 E 7TH STREET SAINT PAUL MN 55101 PC GENERAL OPERATING SUPPORT 770 MAJORITY IN THE MIDDLE 2136 FORD PARKWAY 5114 SAINT PAUL MN 55116 PC GENERAL OPERATING SUPPORT 5000 MINNESOTA LAND TRUST 2356 UNIVERSITY AVE W 240 SAINT PAUL MN 551141851 PC GENERAL OPERATING SUPPORT 1000 NORTHEASTERN MINNESOTANS FOR WILDERNESS PO BOX 625 ELY MN 557310625 PC GENERAL OPERATING SUPPORT 1000 MOSAIC CHRISTIAN COMMUNITY 540 E WHEELOCK PARKWAY SAINT PAUL MN 55130 PC SACRED SETTLEMENT MOSAIC 20000 MONTANA ENVIRONMENTAL INFORMATION CENTER P O BOX 1184 HELENA MT 592649961 PC GENERAL OPERATING SUPPORT 500 MONTANA WILDERNESS ASSOCIATION 80 S WARREN ST HELENA MT 59601 PC GENERAL OPERATING SUPPORT 2000 PARK COUNTY LIBRARY 228 WEST CALLENDAR STREET LIVINGSTON MT 59047 PC GENERAL OPERATING SUPPORT 1000 RED CLIFF BAND OF LAKE SUPERIOR CHIPPEWA 88455 PIKE ROAD BAYFIELD WI 54814 PC FOOD DISTRIBUTION CENTER 2500 RED CLIFF BAND OF LAKE SUPERIOR CHIPPEWA 88455 PIKE ROAD BAYFIELD WI 54814 PC MINO BIMAADIZIIWIN FARM 20000 SAINT MARY'S CATHOLIC ACADEMY 1615 SW FIFTH AVENUE PORTLAND OR 97201 PC TUITION SUPPORT 25000 SAINT PAUL URBAN TENNIS 1675 5TH STREET E SAINT PAUL MN 55106 PC GENERAL OPERATING SUPPORT 1000 SMILE TRAIN P O BOX 96231 WASHINGTON DC 200906231 PC GENERAL OPERATING SUPPORT 1000 SOUP FOR YOU 2730 E 31ST ST MINNEAPOLIS MN 55406 PC GENERAL OPERATING SUPPORT 20000 STONE SOUP CAFE 509 W MAIN STREET ASHLAND WI 54806 PC GENERAL OPERATING SUPPORT 10000 TRAP FREE MONTANA INC PO BOX 335 HAMILTON MT 59840 PC GENERAL OPERATING SUPPORT 3000 TWIN CITIES FOOD JUSTICE PO BOX 18311 MINNEAPOLIS MN 55418 PC GENERAL OPERATING SUPPORT 20000 UNITED IN LIGHT 101 BILLMAN LANE LIVINGSTON MT 59047 PC GENERAL OPERATING SUPPORT 500 UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK ST STE 500 MINNEAPOLIS MN 554552010 PC VOYAGEURS WOLF PROJECT 10000 URBAN BOAT BUILDERS 2288 UNIVERSITY AVE S SAINT PAUL MN 55114 PC GENERAL OPERATING SUPPORT 1000 WASHBURN MEDITATION CENTER 325 WASHINGTON AVE WASHBURN WI 54891 PC GENERAL OPERATING SUPPORT 5000 WILD RIVERS CONSERVANCY PO BOX 938 OSCEOLA WI 54020 PC GENERAL OPERATING SUPPORT 1000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 200906538 PC GENERAL OPERATING SUPPORT 5000 YELLOWSTONE VALLEY AUDUBON SOCIETY PO BOX 1075 BILLINGS MT 59103 PC GENERAL OPERATING SUPPORT 1000 378270 0 14 153 14 88514 18 90163 0 178830 0 178830 0 0 0 0 0 0 0 0 0 0 ABBOTT LABS 51983 773916 APPLE INC 132661 3750581 BERKSHIRE HATHAWAY INC D 133567 1509600 FASTENAL CO 178123 601107 MCDONALDS CORP 88849 463641 MEDTRONIC PLC 241653 1034182 PAYPAL HLDGS INC 11418 28665 THE CIGNA GROUP 46610 106789 LIFE INSURANCE POLICY - MINNESOTA LIFE 163120 163120 354944 LIFE INSURANCE POLICY - MONY 1 10647 10647 14569 LIFE INSURANCE POLICY - MONY 2 45440 45440 62939 LIFE INSURANCE POLICY - NORTHWESTERN MUTUAL 28883 28883 48036 MN STATE FILING FEE 25 0 25 BOOK/TAX DIFFERENCE 37363 ADVISOR FEES 6158 3079 3079