AMY AND CHIP PEARSON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMY AND CHIP PEARSON FAMILY FOUNDATION (EIN 47-5277448)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-08
- IRS object ID
- 202322209349100812
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-08T15:30:47-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475277448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY AND CHIP PEARSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMYA | BusinessNameControlTxt |
| Phone | 6513386888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 ASHLAND AVENUE | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER J PEARSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6513386888 | PhoneNum |
| Signature | 2023-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | PEARSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2023-08-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,541,364 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $154,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,375 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,457,690 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,623,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,457,690 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,612,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,612,065 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $63,327 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $63,327 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,147 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,922 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $225 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,552 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $364,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $364,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $464,565 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $427,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,147,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,601,143 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,798 | CashBOYAmt |
| Cash EOY | $44,693 | CashEOYAmt |
| Cash EOYFMV | $44,693 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $355,898 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $355,898 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,361,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,345,421 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,345,421 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,375,861 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,376,788 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,376,788 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $418,564 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $418,564 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,838,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,541,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,541,364 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,838,128 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,541,364 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,838,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,541,364 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,838,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,541,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,838,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,147,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,985,628 | SubtotalAmt |
| Other Decreases | $4,444,264 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,541,364 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,407,174 | $1,664,911 | -$257,737 | -$257,737 |
| PUBLICLY TRADED SECURITIES | $6,216,479 | $4,501,052 | $1,715,427 | $1,715,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,457,690 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,256 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,256 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,020 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $47,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,264 | OverpaymentAmt |
| Applied To ES Tax | $25,264 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6513386888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 ASHLAND AVENUE | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AMY C L PEARSON | ||||||||
| 1133 ASHLAND AVENUE | ST PAUL | MN | 55104 | CHAIR/SECRETARY | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER J PEARSON | ||||||||
| 1133 ASHLAND AVENUE | ST PAUL | MN | 55104 | VICE CHAIR/TREASURER | 1.00 | $0 | $0 | $0 |
| BRENDAN DAVIS PEARSON | ||||||||
| 1133 ASHLAND AVENUE | ST PAUL | MN | 55104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,476,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $350,649 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,827,017 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,827,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,694,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $434,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $434,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,256 | TotalTaxAmt |
| Distributable Before Adj | $412,475 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $412,475 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $412,475 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $427,552 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $427,552 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,475 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $31,183 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,421 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $102,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $427,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $412,475 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,077 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $117,681 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $117,681 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $31,183 | ExcessFromYear2Amt |
| Excess From Year1 | $71,421 | ExcessFromYear1Amt |
| Excess From Current Year | $15,077 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMY C L PEARSON | ContributingManagerNm |
| Contributing Manager | CHRISTOPHER J PEARSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BREAK THROUGH TWIN CITIES | ||||||||
| 2051 LARPENTEUR AVENUE | ST PAUL | MN | 55109 | NONE | PC | EDUCATION | $5,000 | |
| CREATIVE ENTERPRISE ZONE | ||||||||
| PO BOX 14522 334 UNIVERSITY AVENUE | ST PAUL | MN | 55114 | NONE | PC | ENTREPRENUERSHIP | $5,000 | |
| DUCKS UNLIMITED | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | ENVIRONMENT | $5,000 | |
| FRIENDS OF MISSISSIPPI | ||||||||
| 101 EAST 5TH SUITE 2000 | ST PAUL | MN | 55101 | NONE | PC | ENVIRONMENT | $8,000 | |
| GREEN LIGHT FUND | ||||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | NONE | PC | ENTREPRENUERSHIP | $10,000 | |
| GREEN LIGHT FUND | ||||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | NONE | PC | ENTREPRENUERSHIP | $10,000 | |
| HOPE DENTAL | ||||||||
| 800 EAST MINNEHAHA AVENUE SUITE 465 | ST PAUL | MN | 55106 | NONE | PC | COMMUNITY | $5,000 | |
| HORST RECHELBACHER FOUNDATION | ||||||||
| 2585 STATE ROAD 35 | OSCEOLA | MN | 54020 | NONE | PF | ENVIRONMENT | $5,000 | |
| KEY STONE COMMUNITY SERVICES | ||||||||
| 2000 ST ANTHONY AVENUE | ST PAUL | MN | 55104 | NONE | PC | COMMUNITY | $10,000 | |
| LOPPET FOUNDATION | ||||||||
| 1301 THEODORE WIRTH PARKWAY | MINNEAPOLIS | MN | 55422 | NONE | PC | ENVIRONMENT | $5,000 | |
| LUNAR STARTUPS | ||||||||
| 370 WABASH STREET N SUITE 300 | ST PAUL | MN | 55102 | NONE | PC | ENTREPRENUERSHIP | $10,000 | |
| LUNAR STARTUPS | ||||||||
| 370 WABASHA STREET N SUITE 300 | ST PAUL | MN | 55102 | NONE | PC | ENTREPRENUERSHIP | $10,000 | |
| MAC ADMINS FOUNDATION | ||||||||
| 4626 DEER SPRING ROAD | MIDDLETOWN | MD | 21769 | NONE | PC | ENTREPRENUERSHIP | $5,000 | |
| MAC ADMINS FOUNDATION | ||||||||
| 4626 DEER SPRING ROAD | MIDDLETOWN | MD | 21769 | NONE | PC | ENTREPRENUERSHIP | $5,000 | |
| MILKWEED EDITIONS | ||||||||
| 1011 WASHINGON AVENUE | MINNEAPOLIS | MN | 55415 | NONE | PC | EDUCATION | $5,000 | |
| MILL CITY FARMERS MARKET CHARITABLE FUND | ||||||||
| 400 SOUTH 4TH STREET | MINNEAPOLIS | MN | 55401 | NONE | PC | ENTREPRENUERSHIP | $15,000 | |
| MINNESOTA DEER HUNTERS | ||||||||
| 460 PETERSON ROAD | GRAND RAPIDS | MN | 55744 | NONE | PC | ENVIRONMENT | $5,000 | |
| MINNESTAR | ||||||||
| 400 SOUTH 4TH STREET 401 | MINNEAPOLIS | MN | 55415 | NONE | PC | ENTREPRENUERSHIP | $5,000 | |
| MN CENTER FOR BOOK ARTS | ||||||||
| 1011 SOUTH WASHINGTON AVENUE 101 | MINNEAPOLIS | MN | 55415 | NONE | PC | EDUCATION | $5,000 | |
| MN CUP - UNIVERSITY OF MN FOUNDATION | ||||||||
| PO BOX 860266 | MINNEAPOLIS | MN | 55486 | NONE | PC | ENTREPRENUERSHIP | $3,000 | |
| MOUNTAIN BIKE ASSOCIATION | ||||||||
| PO BOX 141 | CABLE | WI | 54821 | NONE | PC | ENVIRONMENT | $5,000 | |
| NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | ENVIRONMENT | $5,000 | |
| NEIGHBORHOOD DEVELOPMENT CENTER | ||||||||
| 663 UNIVERSITY AVENUE | ST PAUL | MN | 55104 | NONE | PC | ENTREPRENUERSHIP | $25,000 | |
| NEIGHBORHOOD HOUSE | ||||||||
| 179 ROBIE STREET | ST PAUL | MN | 55107 | NONE | PC | COMMUNITY | $10,000 | |
| NEIGHBORHOOD HOUSE | ||||||||
| 179 ROBIE STREET | ST PAUL | MN | 55107 | NONE | PC | COMMUNITY | $25,000 | |
| NEW VISION FOUNDATION | ||||||||
| 860 VANDALIA | ST PAUL | MN | 55114 | NONE | PC | EDUCATION | $5,000 | |
| NORTHERN STAR SCOUTING | ||||||||
| 6202 BLOOMINGTON ROAD | FORT SNELLING | MN | 55111 | NONE | PC | EDUCATION | $10,000 | |
| PHEASANTS FOREVER | ||||||||
| 1783 BUERKLE CIRCLE | ST PAUL | MN | 55110 | NONE | PC | ENVIRONMENT | $5,000 | |
| PINK CLOUD FOUNDATION | ||||||||
| 1367 WILLOW STREET 310 | MINNEAPOLIS | MN | 55403 | NONE | PC | COMMUNITY | $5,000 | |
| PREPARER PROSPER | ||||||||
| 2610 UNIVERSITY AVENUE | ST PAUL | MN | 55114 | NONE | PC | ENTREPRENUERSHIP | $5,000 | |
| SECOND HARVEST HEARTLAND | ||||||||
| 7101 WINNETKA AVENUE | BROOKLYN PARK | MN | 55428 | NONE | PC | COMMUNITY | $20,000 | |
| SMALL SUMS | ||||||||
| 2375 UNIVERSITY AVENUE W SUITE 150 | ST PAUL | MN | 55104 | NONE | PC | ENTREPRENUERSHIP | $5,000 | |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | ||||||||
| 1712 RANDOLPH AVENUE | ST PAUL | MN | 55105 | NONE | PC | EDUCATION | $25,000 | |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | ||||||||
| 1712 RANDOLPH AVENUE | ST PAUL | MN | 55105 | NONE | PC | EDUCATION | $40,000 | |
| ST PAUL CAPITAL HOCKEY ASSOCIATION | ||||||||
| PO BOX 16382 | ST PAUL | MN | 55116 | NONE | PC | COMMUNITY | $1,000 | |
| ST PAUL CENTRAL HIGH SCHOOL FOUNDATION | ||||||||
| PO BOX 8082 | ST PAUL | MN | 55108 | NONE | PC | EDUCATION | $5,000 | |
| ST PAUL CENTRAL HIGH SCHOOL FOUNDATION | ||||||||
| PO BOX 8082 | ST PAUL | MN | 55108 | NONE | PC | EDUCATION | $5,000 | |
| THE BAKKEN MUSEUM | ||||||||
| 3537 SENITH AVENUE | MINNEAPOLIS | MN | 55416 | NONE | PC | EDUCATION | $2,000 | |
| THE COOKIE CART | ||||||||
| 1119 W BROADWAY | MINNEAPOLIS | MN | 55411 | NONE | PC | ENTREPRENUERSHIP | $5,000 | |
| THE FAMILY PARTNERSHIP | ||||||||
| 414 SOUTH 8TH STREET | MINNEAPOLIS | MN | 55404 | NONE | PC | COMMUNITY | $5,000 | |
| THE SANNEH FOUNDATION | ||||||||
| 2090 CONWAY STREET | ST PAUL | MN | 55119 | NONE | PC | EDUCATION | $5,000 | |
| WOMEN VENTURE | ||||||||
| 2021 EASST HENNEPIN AVENUE SUITE | MINNEAPOLIS | MN | 55413 | NONE | PC | ENTREPRENUERSHIP | $10,000 | 200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $364,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,457,690 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,612,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,612,065 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORST RECHELBACHER FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 DALE STREET NORTH | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-10-18 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | THE GIFT WAS USED TO PURCHASE TRAIL GROOMING EQUIPMENT FOR OUR PROPERTY IN OSCEOLA, WI. THE CHARITABLE PURPOSE OF THE EQUIPMENT ALLOWED US TO PROVIDE MORE PUBLIC ACCESS AND PUBLIC PROGRAMMING TO FURTHER OUR DIRECT CHARITABLE ACTIVITIES. THE HORST RECHELBACHER FOUNDATION IS A FAMILY FOUNDATION THAT OPERATES MULTIPLE PROGRAMS AT THE ACREAGE ON 350 ACRES OF PRISTINE HARDWOOD FORESTS, OAK SAVANNAS, MEADOWS, PRAIRIES, WETLANDS AND SHORES OF THE NATIONALLY DESIGNATED WILD & SCENIC ST CROIX RIVER.THE ACREAGE WORKS WITH PARTNER NON-PROFITS TO OFFER A MULTITUDE OF PROGRAMS INCLUDING EDUCATIONAL CLASSES, ENVIRONMENTAL PROGRAMS, CONVENINGS, AND ART EVENTS THAT UTILIZE THE UNIQUE NATURE-BASED SETTING, SCULPTURE GARDEN, ANIMALS AND BUILDINGS THAT ENCOMPASS THE PROPERTY.THE FOUNDATION IS ACTIVELY CONSERVING, RESTORING, MANAGING, AND PRESERVING THE NATURAL ECOSYSTEMS, HABITATS, HISTORICAL SIGNIFICANT AND NATURAL RESOURCES ON THE PROPERTY. | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | JUNE 27, 2023 | DatesOfReportsByGranteeTxt |
| Verification | 2023-06-27 | VerificationDt |
| Results Of Verification | FUNDS WERE USED FOR THEIR INTENDED CHARITABLE PURPOSE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK FDS V 30488.837 SHRS | $286,595 | $286,595 |
| ISHARES TRUST ISHARES IBONDS DEC 2023 TERM 11800 SHRS | $295,354 | $295,354 |
| ISHARES TRUST ISHARES IBONDS DEC 2024 TERM 11900 SHRS | $290,598 | $290,598 |
| OWL ROCK CORE INCOME CORP OM CL I 55902.594 SHRS | $504,241 | $504,241 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WISDOMTREE TRUST EMERGING MARKETS HIGH DIVIDEND 2225 SHRS | $79,299 | $79,299 |
| AB LARGE CAP GROWTH FUND 3496.503 SHRS | $217,378 | $217,378 |
| ENTERPRISE PRODUCTS PARTNERS 9550 SHRS | $230,346 | $230,346 |
| ISHARES U S UTILITIES ETF REAVES UTILITY INCOME FUND 2680 SHRS | $231,927 | $231,927 |
| REAVES UTILITY INCOME FUND COMMON SHARES OF BENEFICIAL 14500 SHRS | $409,915 | $409,915 |
| VANGUARD RUSSELL 1000 GROWTH ETF 6900 SHRS | $380,328 | $380,328 |
| VANGUARD RUSSELL 1000 VALUE ETF 8300 SHRS | $552,614 | $552,614 |
| VANGUARD INDEX FUNDS VANGUARD MID-CAP VALUE ETF 4015 SHRS | $542,989 | $542,989 |
| JAMF HOLDING CORP 92300 SHRS | $1,965,990 | $1,965,990 |
| VANGUARD INDEX FUNDS SMALL-CAP VALUE ETF 3445 SHRS | $547,066 | $547,066 |
| ISHARES TR CONV BD ETF 2700 SHRS | $187,569 | $187,569 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL NET LEASE INC 15750 SHRS | FMV | $197,978 | $197,978 |
| IRON MOUNTAIN INCORPORATED REIT NEW 4425 SHRS | FMV | $220,586 | $220,586 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $63,327 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $63,327 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,444,264 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $10,922 | $10,922 | $0 |
| COMMUNITY RELATIONS & OFFICE MANAGEMENT SERVICES | $225 | $0 | $225 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $26,091 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |