2026-05-27T14:09:38-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990PF 2024-01-01 474229930 INSPIRED INVESTMENT LEADERSHIP INSP 6129657858 7461 CLEADIS WAY E INVER GROVE HEIGHTS MN 55076 PAULA J MILLER EXECUTIVE DIRECTOR 6129657858 2026-05-26 1 0 ANN NEIL P01817922 6123764500 2026-05-26 2024 2025-03-06 01:10:19Z X X 47751314 X 9159350 1010 1010 480560 480560 8080643 9073118 8080643 5345 0 245 17726908 8562213 245 120000 0 0 120000 120000 0 0 120000 28124 0 0 26218 2216 0 0 2216 8634 0 0 8634 25 25 0 0 1020 0 0 0 10781 0 10781 6089 0 0 6089 724055 0 0 721255 1020944 25 10781 1004412 115000 115000 1135944 25 10781 1119412 16590964 8562188 0 20745 7764 7764 2287 2547 2547 32440853 47659068 47659068 129879 47944 51094 81935 81935 32514979 47751314 47751314 2863 5572 2863 5572 X 32512116 47745742 32512116 47745742 32514979 47751314 32512116 16590964 0 49103080 1357338 47745742 PUBLIC SECURITIES 1085000 992475 92525 92525 CAPITAL GAINS DIVIDENDS P 7988118 7988118 7988118 8080643 119014 0 119014 0 119014 17529 0 0 0 123787 106258 X 2983 1790 0 1790 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 CLASSROOM.OBJECTIVEMEASURE.ORG THE FOUNDATION 6129657858 7461 CLEADIS WAY E INVER GROVE HEIGHTS MN 55076 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FREDERICK K MARTIN 308 N COVE RD HUDSON WI 54016 PRESIDENT/TREASURER/CEO/CHAIR 1.00 0 0 0 DUDLEY RYAN 1151 DUNBAR WAY MAHTOMEDI MN 55115 DIRECTOR 1.00 0 0 0 MARK L MELCHER 317 OLD KILN LANE MOUNT JACKSON VA 22842 DIRECTOR 1.00 0 0 0 ANDREW CURRIE 8700 LUNSKI LANE EDEN PRAIRIE MN 55347 SECRETARY/DIRECTOR 1.00 0 0 0 JAMES WARE 4122 THREE LAKES DRIVE LONG GROVE IL 60047 DIRECTOR 1.00 0 0 0 PAULA MILLER 7461 CLEADIS WAY INVER GROVE HEIGHTS MN 55127 EXECUTIVE DIRECTOR 40.00 120000 4800 0 BROCK THOMPSON 604 IONA LANE ROSEVILLE MN 55113 DIRECTOR OF ENROLLME 40.00 120000 4800 0 0 NONE 0 TEACHING PEOPLE THE ESSENTIALS OF INVESTING VIA ONLINE COURSES SO THEY CAN MAKE GOOD INVESTMENT DECISIONS AND HAVE CONFIDENCE IN THEIR INVESTMENT CHOICES. SMART INVESTMENT CHOICES CAN HELP ESTABLISH A STRONG FINANCIAL FUTURE AND HELP INDIVIDUALS REACH THEIR LIFE GOALS. 1012021 0 45601016 49305 0 45650321 0 0 45650321 684755 44965566 2248278 2248278 119014 119014 2129264 0 2129264 0 2129264 1119412 0 41621 1161033 2129264 1147766 0 0 1161033 1147766 0 0 13267 0 0 0 0 0 0 0 0 2115997 0 0 0 FREDERICK K MARTIN X MINNESOTA ADULT AND TEEN CHALLENGE 740 E 24TH STREET MINNEAPOLIS MN 55404 NONE PC FOR CHALLENGE 115000 115000 0 INVESTMENT ESSENTIALS COURSE 245 14 1010 14 480560 18 8080643 MISCELLANEOUS 900099 01 5100 0 8567313 245 8567558 1A COURSE ON THE BASICS OF INVESTING 0 0 0 0 0 0 0 0 0 0 X X 1 FRED MARTIN 308 N COVE RD HUDSON WI 54016 9159350 X ACCOUNTING FEES 8634 0 0 8634 COMPUTER 2017-01-01 3214 3214 SL 3.000000000000 0 0 0 WEBSITE 2018-05-18 23730 23730 SL 3.000000000000 0 0 0 WEBSITE 2023-09-01 59565 9928 SL 6.000000000000 9928 0 9928 COMPUTER 2023-07-20 1749 292 SL 3.000000000000 583 0 583 COMPUTER 2023-07-01 1621 SL 6.000000000000 270 0 270 AMENDED RETURN FORM 990-PF, BOX G AT THE TIME FORM 990 PF WAS FILED, FORM 2220 WAS PREPARED USING THE LARGE CORPORATION METHOD, WITHOUT ANNUALIZING TAXABLE INCOME. UPON FURTHER REVIEW, IT WAS DETERMINED THAT THE FOUNDATION'S NET INVESTMENT INCOME WAS EARNED UNEVENLY DURING THE TAX YEAR. PURSUANT TO IRC 6655(E), THE FOUNDATION IS ELIGIBLE TO ANNUALIZE TAXABLE INCOME FOR PURPOSES OF DETERMINING REQUIRED ESTIMATED TAX INSTALLMENTS.WHEN TAXABLE INCOME IS PROPERLY ANNUALIZED, THE REQUIRED INSTALLMENT AMOUNTS ARE REDUCED, AND THE ESTIMATED TAX UNDERPAYMENT PENALTY REFLECTED IN NOTICE CP 220 IS OVERSTATED.AN UPDATED FORM 2220 IS ENCLOSED, CALCULATED: AS A LARGE CORPORATION, AND ELECTING THE ANNUALIZED INCOME INSTALLMENT METHOD, AS PERMITTED UNDER IRC 6655(E) DISCIPLINED GROWTH INVESTORS FUND FMV 47659068 47659068 COMPUTER 3214 3214 0 WEBSITE 23730 23730 0 WEBSITE 59565 19856 39709 COMPUTER 1749 875 874 COMPUTER 1621 270 1351 LEGAL FEE 2216 0 0 2216 UNREALIZED LOSS ON INVESTMENTS 1357338 ADVERTISING & PROMOTIONAL 531338 0 0 528535 COURSE DEVELOPMENT 53455 0 0 53455 DUES & SUBSCRIPTIONS 30486 0 0 30486 EDUCATION PROTOTYPE CREATION 63709 0 0 63709 INSURANCE 4054 0 0 4054 OFFICE EXPENSES 2453 0 0 2456 WEBSITE/APP EXPENSES 38311 0 0 38311 TRAINING 249 0 0 249 INVESTMENT ESSENTIALS COURSE 245 245 MISCELLANEOUS 5100 0 TRUST FEE 25 25 0 0 EXCISE 1020 0 0 0