2021-06-15T10:26:08-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990PF 2020-01-01 475277448 AMY AND CHIP PEARSON FAMILY FOUNDATION AMYA 6513386888 1133 ASHLAND AVENUE ST PAUL MN 55104 CHRISTOPHER J PEARSON TREASURER 6513386888 2021-06-10 1 CHRISTOPHER PEARSON 999009999 JENNIFER TINGLEY P01485570 6123764500 2021-06-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 5870161 X X 116150 116150 109948 683080 109948 226098 226098 0 0 0 7232 0 7232 21769 21769 0 1125 0 1125 30126 21769 8357 494500 494500 524626 21769 502857 -298528 204329 96169 137349 137349 3473520 3550287 3550287 2218125 2182525 2182525 5787814 5870161 5870161 0 0 X 5787814 5870161 5787814 5870161 5787814 5870161 5787814 -298528 380875 5870161 0 5870161 SCHWAB INVESTMENT ACCOUNT 683080 573132 109948 109948 109948 2840 0 2840 0 2840 1457 0 0 0 1457 4 1387 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A THE FOUNDATION 6513386888 1133 ASHLAND AVENUE ST PAUL MN 55104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 5431561 75200 0 5506761 0 0 5506761 82601 5424160 271208 271208 2840 2840 268368 0 268368 0 268368 502857 0 502857 0 502857 268368 203306 0 0 502857 203306 0 0 268368 31183 0 0 31183 0 0 0 0 0 0 0 31183 31183 AMY C L PEARSON CHRISTOPHER J PEARSON X SANNEH FOUNDATION 2090 CONWAY STREET ST PAUL MN 55119 NONE PC CONTRIBUTION TO HELP WITH MISSION 10000 ST PAUL CENTRAL HIGH SCHOOL FOUNDATION PO BOX 8082 ST PAUL MN 55108 NONE PC CONTRIBUTION TO HELP WITH MISSION 5000 THE GREENLIGHT FUND 120 ST JAMES AVE 6TH FLOOR BOSTON MA 02116 NONE PC CONTRIBUTION TO HELP WITH MISSION 10000 THE FAMILY PARTNERSHIP 414 S 8TH STREET MINNEAPOLIS MN 55404 NONE PC CONTRIBUTION TO HELP WITH MISSION 5000 NORTHERN STAR SCOUTING 6202 BLOOMINGTON ROAD ST PAUL MN 55111 NONE PC CONTRIBUTION TO HELP WITH MISSION 5000 ST PAUL ACADEMY & SUMMIT SCHOOL 1150 GOODRICH AVE ST PAUL MN 55105 NONE PC CONTRIBUTION TO HELP WITH MISSION 50000 SAINT PAUL & MINNESOTA FOUNDATION 101 5TH ST E SUITE 2400 ST PAUL MN 55101 NONE PC CONTRIBUTION TO HELP WITH MISSION 5000 LAKE STREET COUNCIL PO BOX 7091 MINNEAPOLIS MN 55407 NONE PC CONTRIBUTION TO HELP WITH MISSION 25000 CREATIVE ENTERPRISE ZONE 2334 UNIVERSITY AVE W ST PAUL MN 55114 NONE PC CONTRIBUTION TO HELP WITH MISSION 5000 NEIGHBORHOOD DEVELOPMENT CENTER 663 UNIVERSITY AVE W SUITE 200 ST PAUL MN 55104 NONE PC CONTRIBUTION TO HELP WITH MISSION 60000 NEIGHBORHOOD DEVELOPMENT CENTER 663 UNIVERSITY AVE W SUITE 200 ST PAUL MN 55104 NONE PC CONTRIBUTION TO HELP WITH MISSION 25000 HOPE DENTAL 800 MINNEHAHA AVE E STE 465 ST PAUL MN 55106 NONE PC CONTRIBUTION TO HELP WITH MISSION 5000 GLEN NELSON CENTER 370 WABASHA ST N UNITY 500 ST PAUL MN 55102 NONE PC CONTRIBUTION TO HELP WITH MISSION 10000 ST PAUL AREA CHAMBER OF COMMERCE FOUNDATION 401 NORTH ROBERT STREET ST PAUL MN 55101 NONE PC CONTRIBUTION TO HELP WITH MISSION 25000 PINK CLOUD FOUNDATION 1367 WILLOW ST APT 310 MINNEAPOLIS MN 55403 NONE PC CONTRIBUTION TO HELP WITH MISSION 5000 SECOND HARVEST 7101 WINNETKA AVE N BROOKLYN PARK MN 55428 NONE PC CONTRIBUTION TO HELP WITH MISSION 20000 NEIGHBORHOOD HOUSE 179 ROBIE STREET E ST PAUL MN 55107 NONE PC CONTRIBUTION TO HELP WITH MISSION 20000 NEW VISION FOUNDATION 1808 ROVERSIDE AVE UNIT 210 MINNEAPOLIS MN 55454 NONE PC CONTRIBUTION TO HELP WITH MISSION 10000 KEYSTONE COMMUNITY SERVICES 2000 ST ANTHONY AVE ST PAUL MN 55104 NONE PC CONTRIBUTION TO HELP WITH MISSION 10000 SMALL SUMS 1549 UNIVERSITY AVE W ST PAUL MN 55104 NONE PC CONTRIBUTION TO HELP WITH MISSION 10000 SILICON NORTH STARS 3723 GLENDALE TER MINNEAPOLIS MN 55410 NONE PC CONTRIBUTION TO HELP WITH MISSION 10000 COOKIE CART 1119 W BROADWAY AVE MINNEAPOLIS MN 55411 NONE PC CONTRIBUTION TO HELP WITH MISSION 10000 CAMBA PO BOX 141 CABLE WI 54821 NONE PC CONTRIBUTION TO HELP WITH MISSION 10000 FRIENDS OF THE MISSISSIPPI RIVER 101 5TH ST E 2000 ST PAUL MN 55101 NONE PC CONTRIBUTION TO HELP WITH MISSION 7500 WOMEN VENTURE 2021 E HENNEPIN AVE 200 MINNEAPOLIS MN 55413 NONE PC CONTRIBUTION TO HELP WITH MISSION 10000 MILL CITY FARMERS MARKET 750 S 2ND ST MINNEAPOLIS MN 55401 NONE PC CONTRIBUTION TO HELP WITH MISSION 15000 BAKKEN MUSEUM 3537 ZENITH AVE S MINNEAPOLIS MN 55416 NONE PC CONTRIBUTION TO HELP WITH MISSION 2000 SECOND HARVEST 7101 WINNETKA AVE N BROOKLYN PARK MN 55428 NONE PC CONTRIBUTION TO HELP WITH MISSION 20000 NEIGHBORHOOD HOUSE 179 ROBIE STREET E ST PAUL MN 55107 NONE PC CONTRIBUTION TO HELP WITH MISSION 20000 BETAMN 225 SOUTH 6TH STREET MINNEAPOLIS MN 55402 NONE PC CONTRIBUTION TO HELP WITH MISSION 50000 ST PAUL DOWNTOWN ALLIANCE 401 ROBERT ST N ST PAUL MN 55101 NONE PC CONTRIBUTION TO HELP WITH MISSION 5000 HORIZON FUND - APM 370 WABASHA ST N UNITY 500 ST PAUL MN 55102 NONE PC CONTRIBUTION TO HELP WITH MISSION 10000 LOPPET FOUNDATION 1221 THEODORE WIRTH PKWY MINNEAPOLIS MN 55422 NONE PC CONTRIBUTION TO HELP WITH MISSION 5000 494500 0 14 116150 18 109948 0 226098 0 226098 0 0 0 0 0 0 0 0 0 0 BLACKROCK STRAT INCOME 681420 681420 ISHARES JPMORGAN USD MTS - 1,448 SHRS 167838 167838 ISHARES NATIONAL MUNI- 11,376 SHRS 1333267 1333267 ISHARES CORE S&P SMALL - 1,634 SHRS 150165 150165 ISHARES S&P 500 GROWTH - 14,686 SHRS 937261 937261 ISHARES CORE MSCI - 5,003 SHRS 310386 310386 ISHARES CORE MSCI EAFE - 13,437 SHRS 928362 928362 ISHARES CORE S&P MID CAP - 1,461 SHRS 335782 335782 ISHARES S&P 500 VALUE - 6,939 SHRS 888331 888331 LEGAL FEES 7232 0 7232 UNREALIZED GAIN ON INVESTMENTS 380875 INVESTMENT MANAGEMENT FEES 21769 21769 0 EXCISE TAX 1125 0 1125