SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
SAINT PAUL & MINNESOTA FOUNDATION
 
Employer identification number

41-6031510
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) SAINT PAUL & MINNESOTA FOUNDATION HOLDINGS LLC
101 FIFTH STREET EAST SUITE 2400
SAINT PAUL,MN55101
83-1469226 		HOLDING COMPANY MN 0 1,000 SAINT PAUL & MINNESOTA FOUNDATION
 
(2) SAINT PAUL & MINNESOTA FOUNDATION HOLDINGS I LLC
101 FIFTH STREET EAST SUITE 2400
SAINT PAUL,MN55101
83-1469226 		HOLDING COMPANY MN 410,000 411,270 SAINT PAUL & MINNESOTA FOUNDATION
 
(3) SAINT PAUL & MINNESOTA FOUNDATION HOLDINGS II LLC
101 FIFTH STREET EAST SUITE 2400
SAINT PAUL,MN55101
83-1469226 		HOLDING COMPANY MN 0 1,000 SAINT PAUL & MINNESOTA FOUNDATION
 
(4) SAINT PAUL & MINNESOTA FOUNDATION HOLDINGS III LLC
101 FIFTH STREET EAST SUITE 2400
SAINT PAUL,MN55101
83-1469226 		HOLDING COMPANY MN 0 1,000 SAINT PAUL & MINNESOTA FOUNDATION
 




Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)RED WING PROPERTY CONSERVATION FUND
101 FIFTH STREET EAST SUITE 2400

SAINT PAUL,MN55101
30-0232185 		MAINTENANCE AND OPERATION OF HISTORIC TRAIN DEPOT IN RED WING MINNESOTA MN 501(C)(3) LINE 12A, I SAINT PAUL & MINNESOTA FOUNDATION
 
Yes
 
(2)THE MARVIN WARROAD AREA FOUNDATION
101 FIFTH STREET EAST SUITE 2400

SAINT PAUL,MN55101
20-1082458 		CHARITABLE GIVING AND SUPPORT THE SAINT PAUL & MINNESOTA FOUNDATION MN 501(C)(3) LINE 12A, I SAINT PAUL & MINNESOTA FOUNDATION
 
Yes
 
(3)THE JONES FAMILY FOUNDATION
101 FIFTH STREET EAST SUITE 2400

SAINT PAUL,MN55101
45-3069865 		SUPPORT THE ENDEAVORS THAT IMPACT THE QUALITY OF LIFE IN THE RED WING AREA MN 501(C)(3) LINE 12A, I SAINT PAUL & MINNESOTA FOUNDATION
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) THE COMMUNITY INVESTMENT GROUP

101 FIFTH STREET EAST SUITE 2400
SAINT PAUL,MN55101
41-1765364 		INVESTMENT MN THE SAINT PAUL & MINNESOTA FOUNDATION
  		INVESTMENT 85,112,577 855,564,427   No   Yes   76.510 %












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) CHARITABLE REMAINDER ANNUITY TRUSTS (5)

 
 
CHARITABLE REMAINDER TRUSTS MN SAINT PAUL & MINNESOTA FOUNDATION
  		T         No
(2) CHARITABLE REMAINDER UNITRUSTS (27)

 
 
CHARITABLE REMAINDER TRUSTS MN SAINT PAUL & MINNESOTA FOUNDATION
  		T         No
(3) CHARITABLE GIFT ANNUITIES (39)

 
 
CHARITABLE GIFT ANNUITIES MN SAINT PAUL & MINNESOTA FOUNDATION
  		T         No
(4) CHARITABLE LIFE ESTATES (2)

 
 
CHARITABLE LIFE ESTATES MN SAINT PAUL & MINNESOTA FOUNDATION
  		T         No






Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) THE COMMUNITY INVESTMENT GROUP

 A 3,156,795 COST
(2) THE COMMUNITY INVESTMENT GROUP

 F 15,486,095 COST
(3) THE COMMUNITY INVESTMENT GROUP

 R 16,913,907 COST
(4) THE COMMUNITY INVESTMENT GROUP

 S 47,629,979 COST
(5) THE JONES FAMILY FOUNDATION

 Q 162,612 COST
(6) THE JONES FAMILY FOUNDATION

      
(7) (AMOUNT INCLUDED IN LINE 6 ABOVE)

 N 57,226 COST
(8) THE JONES FAMILY FOUNDATION

      
(9) (AMOUNT INCLUDED IN LINE 6 ABOVE)

 O 105,386 COST
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


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