MALM FAMILY FOUNDATION

HALLOCK, MN 56728-0698 EIN 411875424

https://BRINKLAW@BRINKLAWYERS.COM
Total Given 2016–2023
$439K
99 grants · $55K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$885
typical micro grants · $500–$2K
grant size
89%
deep partner · 17/19 multi-year
repeat
$424K
Assets · 2021
19
Distinct recipients

About

UPON RETIREMENT OF THE FOUNDER, ROGER MALM, THE ADMINISTRATIVE BURDON ON THE MALM FAMILY FOUNDATION BECAME TOO GREAT. FOUNDER FILED NECESSARY PAPERWORK WITH THE MINNESOTA SECRETARY OF STATE TO DISSOLVE IT'S TAX-EXEMPT REMAINING INVESTMENTS AND CASH WERE TRANSFERRED EITHER IN-KIND OR BY CHECK TO THE GRAND FORKS COMMUNITY FOUNDATION WHERE A DONOR ADVISED FUND WAS ESTABLISHED BY ROGER MALM (MALM FAMILY FUND). TOTAL FUNDS TRANSFERRED IN 2 PARTS: FIRST WAS A TRANSFER OF 3,785 SHARES OF MEDTRONIC STOCK AND 85 SHARES OF SPDR DJ INTERNATIONAL RE ETF ON JUNE 30, 2023 WITH A VALUE OF 307,380.50. THE CASH BALANCE IN THE CHECKING ACCOUNT AS OF 12/31/2023 WAS 10,702.90. THESE FUNDS WERE USED TO PAY FINAL EXPENSES OF 1,499 AND THE REMAINING WAS PAID TO MALM FAMILY FUND (DONOR ADVISED FUND). COMMUNITY FOUNDATION OF GRAND FORKS, EAST GRAND FORKS & REGION 620 DEMERS AVE GRAND FORKS, ND 58201

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person ROGER C MALM
Phone 2188433686
Deadlines NONE
How to Apply GENERAL DESCRIPTION OF ORGANIZATION AND ITS EXEMPT PURPOSE.
Restrictions ONLY AS DESCRIBED IN ARTICLES OF INCORPORATION. NO MAJOR RESTRICTIONS.

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $15K $349K $8K 15
2017 $16K $383K $8K 16
2018 $19K $417K $13K 17
2020 $22K $498K $10K 17
2021 $25K $424K $16K 17
2022 $25K $303K $13K 15
2023 $317K $147K $8K 2

Grant Size Distribution

Based on 99 grants on record

Minimum
$200
25th Pctl
$500
Median
$885
Average
$4K
75th Pctl
$2K
Maximum
$307K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
KATHRYN L SWEENEY PRESIDENT —
SANDRA M MALM VICE PRESIDE —
ROGER C MALM SECRETARY/TR —
DAVID MALM PRESIDENT —

Grants Awarded (99 total)

Purpose
COMMUNITY FOUNDATION OF GRAND FORKS GRAND FORKS, ND $307,381 GENERAL SUPPORT 2023
COMMUNITY FOUNDATION OF GRAND FORKS GRAND FORKS, ND $9,204 GENERAL SUPPORT 2023
NDSU FOUNDATION FARGO, ND $6,685 GENERAL SUPPORT 2022
NDSU FOUNDATION FARGO, ND $4,200 GENERAL SUPPORT 2020
NDSU FOUNDATION FARGO, ND $4,200 GENERAL SUPPORT 2018
NDSU FOUNDATION FARGO, ND $4,200 GENERAL SUPPORT 2021
ST OLAF COLLEGE NORTHFIELD, MN $3,200 GENERAL SUPPORT/SCHLORSHIPS 2018
ST OLAF COLLEGE NORTHFIELD, MN $3,200 GENERAL SUPPORT/SCHLORSHIPS 2022
ST OLAF COLLEGE NORTHFIELD, MN $3,200 GENERAL SUPPORT/SCHLORSHIPS 2020
ST OLAF COLLEGE NORTHFIELD, MN $3,200 GENERAL SUPPORT/SCHLORSHIPS 2021
NDSU FOUNDATION FARGO, ND $3,000 GENERAL SUPPORT 2017
NDSU FOUNDATION FARGO, ND $2,800 GENERAL SUPPORT 2016
ALEXANDRIA DOLLARS FOR SCHOLARS ALEXANDRIA, MN $2,500 GENERAL SUPPORT 2021
ALEXANDRIA DOLLARS FOR SCHOLARS ALEXANDRIA, MN $2,500 GENERAL SUPPORT 2022
KITTSON CENTRAL SCHOOLS HALLOCK, MN $2,500 GENERAL SUPPORT 2021
KITTSON CENTRAL SCHOOLS HALLOCK, MN $2,500 GENERAL SUPPORT 2020
ALEXANDRIA DOLLARS FOR SCHOLARS ALEXANDRIA, MN $2,500 GENERAL SUPPORT 2020
KITTSON CENTRAL SCHOOLS HALLOCK, MN $2,500 GENERAL SUPPORT 2022
ST OLAF COLLEGE NORTHFIELD, MN $2,000 GENERAL SUPPORT 2017
KITTSON CENTRAL SCHOOLS HALLOCK, MN $2,000 GENERAL SUPPORT 2016
KITTSON CENTRAL SCHOOLS HALLOCK, MN $2,000 GENERAL SUPPORT 2018
ALEXANDRIA DOLLARS FOR SCHOLARS ALEXANDRIA, MN $2,000 GENERAL SUPPORT 2017
KITTSON CENTRAL SCHOOLS HALLOCK, MN $2,000 GENERAL SUPPORT 2017
ALEXANDRIA DOLLARS FOR SCHOLARS ALEXANDRIA, MN $2,000 GENERAL SUPPORT 2018
ALEXANDRIA DOLLARS FOR SCHOLARS ALEXANDRIA, MN $2,000 GENERAL SUPPORT 2016