2026-03-05T13:31:25-06:00 2025-12-31 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 140 OAKDALE MN 55128 990PF 2025-01-01 411989004 CHIZEK FAMILY FOUNDATION CHIZ 6129784839 PO BOX 19046 MINNEAPOLIS MN 55419 BETH SCHEUNEMANN PRESIDENT 6129784839 2026-02-25 1 GEORGIA M AKINS P00950359 6516363806 2026-02-25 2025 2025-03-06 01:10:19Z X 17144399 X 13952794 141848 141848 313090 2668996 313090 14407732 454938 23000 2300 20700 16551 1655 14896 5397 540 4857 14709 14709 0 194 194 0 895 100 795 60746 19498 41248 159000 159000 219746 19498 200248 14187986 435440 229720 52162 52162 1019337 6248423 6248423 713911 2783219 2783219 40972 2960544 2960544 195029 5100051 5100051 2198969 17144399 17144399 0 0 X 2198969 17144399 2198969 17144399 2198969 17144399 2198969 14187986 757444 17144399 0 17144399 MORGAN STANLEY P 2025-12-31 338996 336928 2068 2068 36 INTERLACHEN COURT, EXCELSIOR MN D 2025-12-11 2050000 1721022 328978 328978 5000 MANITOU ROAD, EXCELSIOR, MN D 2025-11-25 280000 297956 -17956 -17956 313090 6053 0 6053 0 6053 1337 0 0 0 1337 0 4716 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 1 0 0 1 N/A THE FOUNDATION 6129784839 PO BOX 19046 5500 NICOLLET AVE MINNEAPOLIS MN 55419 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BETH SCHEUNEMANN PO BOX 19046 5500 NICOLLET AVE MINNEAPOLIS MN 55419 PRESIDENT 10.00 8000 0 0 LINDA STEINGER PO BOX 19046 5500 NICOLLET AVE MINNEAPOLIS MN 55419 SECRETARY/TREASURER 5.00 8000 0 0 DORIAN GRILLEY PO BOX 19046 5500 NICOLLET AVE MINNEAPOLIS MN 55419 TREASURER THROUGH 11/13/2025 5.00 7000 0 0 PEGGY WATSON PO BOX 19046 5500 NICOLLET AVE MINNEAPOLIS MN 55419 BOARD MEMBER 2.00 0 0 0 NONE 0 NONE 0 0 4228381 112022 0 4340403 0 0 4340403 65106 4275297 213765 213765 6053 6053 207712 0 207712 0 207712 200248 0 200248 207712 34433 0 0 200248 34433 0 0 165815 0 0 0 0 0 0 0 0 41897 0 0 0 X ANIMAL HUMANE SOCIETY 845 MEADOW LANE NO GOLDEN VALLEY MN 55422 PC GENERAL OPERATIONS 10000 CARING FOR CATS INC 2131 DIVISION STREET N ST PAUL MN 55109 PC GENERAL OPERATIONS 4000 CLIMATE GENERATION 2801 21ST AVE S MINNEAPOLIS MN 55407 PC GENERAL OPERATIONS 8000 EDUCATE THE CHILDREN INC PO BOX 414 ITHACA NY 14851 PC GENERAL OPERATIONS 2000 FRESH ENERGY 408 SAINT PETER STREET ST PAUL MN 55102 PC GENERAL OPERATIONS 5000 FRIENDS OF THE BOUNDARY WATERS 2550 UNIVERSITY AVE W STE 180 ST PAUL MN 55114 PC GENERAL OPERATIONS 5000 FRIENDS OF THE MISSISSIPPI RIVER 101 E FIFTH STREET ST PAUL MN 55101 PC GENERAL OPERATIONS 5000 GENDER JUSTICE 663 UNIVERSITY AVE W 200 ST PAUL MN 55104 PC GENERAL OPERATIONS 8000 GILDAS CLUB TWIN CITIES INC 10560 WAYZATA BLVD MINNETONKA MN 55305 PC GENERAL OPERATIONS 1000 GREAT PLAINS INSTITUTE FOR SUSTAINABLE DEVELOPMENT GREENWAY BLDG 2801 21ST AVE S 220 MINNEAPOLIS MN 55407 PC GENERAL OPERATIONS 1000 HIMALAYAN CATARACT PROJECT INC PO BOX 55 WATERBURY VT 05676 PC GENERAL OPERATIONS 2000 INDIANA UNIVERSITY FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 PC SCHOLARSHIPS 20000 LAKE MINNETONKA ASSOCIATION PO BOX 248 EXCELSIOR MN 55331 PC GENERAL OPERATIONS 1000 LAND STEWARDSHIP PROJECT 821 E 35TH ST 200 MINNEAPOLIS MN 55407 PC GENERAL OPERATIONS 3000 MINNESOTA ENVIRONMENTAL PARTNERSHIP 318 LANDMARK CENTER 75 W 5TH ST ST PAUL MN 55102 PC GENERAL OPERATIONS 5000 MINNESOTA PUBLIC RADIO 480 CEDAR STREET ST PAUL MN 55101 PC GENERAL OPERATIONS 10000 MNSNAP 2822 WASHINGTON AVE N MINNEAPOLIS MN 55411 PC GENERAL OPERATIONS 6000 OUR STREETS 1428 WASHINGTON AVE SO 204 MINNEAPOLIS MN 55454 PC GENERAL OPERATIONS 3000 PARKS & TRAILS COUNCIL OF MINNESOTA 275 E FOURTH STREET ST PAUL MN 55101 PC GENERAL OPERATIONS 5000 PETS FOR THE ELDERLY FOUNDATION 530 E HUNT HWY 103 SAN TAN VALLEY AZ 85143 PC GENERAL OPERATIONS 7000 PLANNED PARENTHOOD MN ND SD 671 VANDALIA STREET ST PAUL MN 55114 PC GENERAL OPERATIONS 5000 THE BICYCLE ALLIANCE OF MINNESOTA 3745 MINNEHAHA AVE MINNEAPOLIS MN 55406 PC GENERAL OPERATIONS 10000 THE LOPPET FOUNDATION INC 1301 THEODORE WIRTH PKWY MINNEAPOLIS MN 55422 PC GENERAL OPERATIONS 10000 TWIN CITIES PUBLIC TELEVISION INC 172 E FOURTH STREET ST PAUL MN 55101 PC GENERAL OPERATIONS 15000 JAZZ88KBEM 1555 JAMES AVE NO MINNEAPOLIS MN 55411 PC GENERAL OPERATIONS 3000 KFAI FRESH AIR RADIO 1808 RIVERSIDE AVE MINNEAPOLIS MN 55454 PC GENERAL OPERATIONS 3000 LEAGUE OF AMERICAN BICYCLISTS 1612 K STREET NW STE 1102 WASHINGTON DC 20006 PC GENERAL OPERATIONS 2000 159000 0 14 141848 18 313090 0 454938 0 454938 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID J CHIZEK TRUST 10010 6TH AVE SO 708 PLYMOUTH MN 55441 13952794 X X 1 HOUSE VALUED AT $1,595,000, STORAGE UNIT VALUED AT $280,000, INVESTMENTS VALUED AT $12,060,082 13911283 2025-12-31 ACCOUNTING 5397 540 4857 THE FOUNDATION IS MAKING AN ELECTION UNDER REGULATION SECTION 53.49242(A)-3(D)(2) TO APPLY $25,984 OF THIS YEAR'S QUALIFYING DISTRIBUTIONS TO 2019 UNDISTRIBUTED INCOME. CORPORATE BONDS 2960544 2960544 STOCKS 2783219 2783219 5855195 5855195 393228 393228 MUTUAL FUNDS FMV 2431646 2431646 EXCHANGE TRADED FUNDS AND CLOSED END FUNDS FMV 212409 212409 GOLD COINS FMV 2455996 2455996 LEGAL 16551 1655 14896 OTHER 895 100 795 UNREALIZED GAINS 757444 INVESTMENT MANAGEMENT FEES 14709 14709 0 DAVID J CHIZEK TRUST 10010 6TH AVE SO 708 PLYMOUTH MN 55441 FOREIGN TAXES 194 194 0