AMY AND CHIP PEARSON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: AMY AND CHIP PEARSON FAMILY FOUNDATION (EIN 47-5277448)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-09
IRS object ID: 202221299349103452
Schema version: 2021v4.2
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
Schedule B
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-09T14:57:19-05:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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	2022-05-02	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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KIMBERLY ANDERSON	PreparerPersonNm
PTIN	P00188889	PTIN
Phone	6086628600	PhoneNum
Preparation	2022-05-02	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	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$10,838,128	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$4,203,451	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$124,491	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$124,491	InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$189,560	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$492,446	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$189,560	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$4,517,502	TotalRevAndExpnssAmt
Total Net Invst Incm	$314,051	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	$4,008	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$4,008	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$79,669	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$24,229	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$55,440	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$4,387	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$88,064	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$24,229	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$59,448	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$319,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$319,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$407,564	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$24,229	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$378,948	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$4,109,938	ExcessRevenueOverExpensesAmt
Net Investment Income	$289,822	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$137,349	CashBOYAmt
Cash EOY	$100,798	CashEOYAmt
Cash EOYFMV	$100,798	CashEOYFMVAmt
Corporate Stock BOY	$3,550,287	CorporateStockBOYAmt
Corporate Stock EOY	$8,361,469	CorporateStockEOYAmt
Corporate Stock EOYFMV	$8,361,469	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$2,182,525	CorporateBondsBOYAmt
Corporate Bonds EOY	$2,375,861	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$2,375,861	CorporateBondsEOYFMVAmt
Total Assets BOY	$5,870,161	TotalAssetsBOYAmt
Total Assets EOY	$10,838,128	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,838,128	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$5,870,161	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$10,838,128	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,870,161	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,838,128	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,870,161	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,838,128	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,870,161	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$4,109,938	ExcessRevenueOverExpensesAmt
Other Increases	$858,029	OtherIncreasesAmt
Subtotal	$10,838,128	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,838,128	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	SCHWAB INVESTMENT ACCOUNT	PropertyDesc
Gross Sales Price	$492,446	GrossSalesPriceAmt
Cost Or Other Basis	$302,886	CostOrOtherBasisAmt
Gain Or Loss	$189,560	GainOrLossAmt
Gains Minus Excess Or Losses	$189,560	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$189,560	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,029	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$4,029	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$4,029	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$3,000	TotalPaymentsAndCreditsAmt
Es Penalty	$11	EsPenaltyAmt
Tax Due	$1,040	TaxDueAmt

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	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
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	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
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
370 WABASHA AVE NORTH 19TH FLOOR	ST PAUL	MN	55102	CHAIR/SECRETARY	1.00	$0	$0	$0
CHRISTOPHER J PEARSON
370 WABASHA AVE NORTH 19TH FLOOR	ST PAUL	MN	55102	VICE CHAIR/TREASURER	1.00	$0	$0	$0
BRENDAN DAVIS PEARSON
370 WABASHA AVE NORTH 19TH FLOOR	ST PAUL	MN	55102	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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BOOTSTRAPPERS LLC	BusinessNameLine1Txt

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

Field	Value	IRS element (for citing)
Service Type	MANAGEMENT SERVICES	ServiceTypeTxt
Compensation	$55,440	CompensationAmt

Field	Value	IRS element (for citing)
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	$6,244,106	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$81,896	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,326,002	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$6,326,002	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$94,890	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,231,112	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$311,556	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$311,556	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,029	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,029	TotalTaxAmt
Distributable Before Adj	$307,527	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$307,527	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$307,527	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$378,948	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$378,948	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$307,527	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$31,183	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$31,183	TotalExcessDistributionCyovAmt
Qualifying Distributions	$378,948	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$307,527	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$71,421	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$102,604	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	$102,604	ExcessDistriCyovToNextYrAmt
Excess From Year1	$31,183	ExcessFromYear1Amt
Excess From Current Year	$71,421	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 (28 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SANNEH FOUNDATION
2090 CONWAY STREET	ST PAUL	MN	55119	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$10,000
THE GREENLIGHT FUND
120 ST JAMES AVE 6TH FLOOR	BOSTON	MA	02116	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$10,000
THE FAMILY PARTNERSHIP
414 S 8TH STREET	MINNEAPOLIS	MN	55404	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$5,000
NORTHERN STAR SCOUTING
6202 BLOOMINGTON ROAD	ST PAUL	MN	55111	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$10,000
ST PAUL ACADEMY & SUMMIT SCHOOL
1712 RANDOLPH AVENUE	ST PAUL	MN	55105	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$50,000
CREATIVE ENTERPRISE ZONE
2334 UNIVERSITY AVE W	ST PAUL	MN	55114	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$5,000
HOPE DENTAL
800 MINNEHAHA AVE E STE 465	ST PAUL	MN	55106	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$5,000
PINK CLOUD FOUNDATION
1367 WILLOW ST APT 310	MINNEAPOLIS	MN	55403	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$5,000
NEIGHBORHOOD HOUSE
179 ROBIE STREET E	ST PAUL	MN	55107	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$20,000
NEW VISION FOUNDATION
860 VANDALIA STREET	ST PAUL	MN	55104	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$10,000
KEYSTONE COMMUNITY SERVICES
2000 ST ANTHONY AVE	ST PAUL	MN	55104	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$10,000
SMALL SUMS
1549 UNIVERSITY AVE SUITE 300	ST PAUL	MN	55104	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$10,000
COOKIE CART
1119 W BROADWAY AVE	MINNEAPOLIS	MN	55411	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$10,000
CHEQUAMEGON AREA MOUNTAIN BIKE ASSOCIATION
PO BOX 141	CABLE	WI	54821	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$10,000
FRIENDS OF THE MISSISSIPPI RIVER
101 5TH ST E 2000	ST PAUL	MN	55101	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$7,500
WOMEN VENTURE
2021 E HENNEPIN AVE 200	MINNEAPOLIS	MN	55413	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$10,000
MILL CITY FARMERS MARKET
750 S 2ND ST	MINNEAPOLIS	MN	55401	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$15,000
BAKKEN MUSEUM
3537 ZENITH AVE S	MINNEAPOLIS	MN	55416	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$2,000
SECOND HARVEST HEARTLAND
7101 WINNETKA AVE N	BROOKLYN PARK	MN	55428	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$20,000
BETAMN
225 SOUTH 6TH STREET	MINNEAPOLIS	MN	55402	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$50,000
LOPPET FOUNDATION
1221 THEODORE WIRTH PKWY	MINNEAPOLIS	MN	55422	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$5,000
LUNAR START UPS
480 CEDAR STREET	ST PAUL	MN	55101	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$10,000
MN CENTER FOR BOOK ARTS
1011 S WASHINGTON AVE 101	MINNEAPOLIS	MN	55415	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$5,000
BREAKTHROUGH TWIN CITIES
2051 LARPENTEUR AVENUE EAST	ST PAUL	MN	55109	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$5,000
MILKWEED EDITIONS
1011 WASHINGTON AVE S OPEN BOOK 300	MINNEAPOLIS	MN	55415	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$5,000
JUXTAPOSITION ARTS
1108 WEST BROADWAY	MINNEAPOLIS	MN	55411	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$5,000
MINNESTAR
400 SOUTH 4TH STREET 401	MINNEAPOLIS	MN	55415	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$5,000
PREPARE & PROSPER
2610 UNIVERSITY AVE W 450	ST PAUL	MN	55114	PUBLIC CHARITY	CONTRIBUTION TO HELP WITH MISSION	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$319,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$124,491	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$189,560	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$314,051	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$314,051	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	AMY CHRISTOPHER PEARSON	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1133 ASHLAND AVE	AddressLine1Txt
City	ST PAUL	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55104	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$4,203,451	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	122,300 SHARES OF JAMF CORP SHARES	NoncashPropertyDesc
Fair Market Value	$4,203,451	FairMarketValueAmt
Received	2021-12-17	ReceivedDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BLACKROCK STRATEGIC INCOME - 68,888 SHRS	$699,209	$699,209
ISHARES JPMORGAN USD MTS - 1,448 SHRS	$157,919	$157,919
ISHARES NATIONAL MUNI - 13,061 SHRS	$1,518,733	$1,518,733

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ISHARES CORE S&P SMALL - 1,425 SHRS	$163,177	$163,177
ISHARES S&P 500 GROWTH - 11,312 SHRS	$946,475	$946,475
ISHARES CORE MSCI - 4,417 SHRS	$264,402	$264,402
ISHARES CORE MSCI EAFE - 13,197 SHRS	$985,024	$985,024
ISHARES CORE S&P MID CAP - 1,380 SHRS	$390,650	$390,650
ISHARES S&P 500 VALUE - 6,149 SHRS	$963,118	$963,118
JAMF HLDG CORP - 122,300 SHRS	$4,648,623	$4,648,623

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$4,008	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,008	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$858,029	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$24,229	$24,229	$0
COMMUNITY RELATIONS & OFFICE MANAGEMENT SERVICES	$55,440	$0	$55,440

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$4,387	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt