2022-11-15T14:54:21-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990PF 2021-01-01 274196509 THE JAY AND ROSE PHILLIPS FAMILY FOUNDATION OF MINNESOTA JAYA 6126723878 800 IDS CENTER 80 S 8TH STREET MINNEAPOLIS MN 55402 RT RYBAK PRESIDENT 6126723878 2022-11-15 1 RT RYBAK 999009999 KIMBERLY ANDERSON CPA P00188889 6086628600 2022-11-14 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 80846363 X X 2475053 2475053 3622533 13894175 3622533 6097586 6097586 131363 0 131363 246848 0 246848 30669 0 30669 86887 0 86887 23099 13859 9240 796149 205695 590454 94380 14580 28732 13232 0 13232 10535 0 10535 2078 0 2078 69742 0 69742 1504982 234134 1219780 3126497 3126497 4631479 234134 4346277 1466107 5863452 64043 1452566 1452566 5169046 2659199 2659199 1000000 0 0 1000000 1000000 29848308 29912272 40958266 14490565 12254096 16314283 4028146 4028146 4028146 10215448 14235529 14429903 31782 31782 4000 0 0 1478140 4000 4000 61269550 65545808 80846363 2812725 2574 0 2574 2812725 X 61266976 62733083 61266976 62733083 61269550 65545808 61266976 1466107 0 62733083 0 62733083 BERNSTEIN LONG TERM 2020-12-31 2021-12-31 7587637 4707992 2879645 2879645 BERNSTEIN SHORT TERM 2020-12-31 2021-12-31 6000384 5255398 744986 744986 JPM US REAL ESTATE 2017-05-31 2021-04-30 306154 308252 -2098 -2098 3622533 81502 0 81502 0 81502 70375 0 33000 0 103375 232 21641 21641 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 WWW.PHILLIPSFAMILYMN.ORG GREG WENZ CFO THE MINNEAPOLIS FOUNDATION 6126723821 800 IDS CENTER 80 S 8TH STREET MINNEAPOLIS MN 55402 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 RT RYBAK 80 SOUTH 8TH ST SUITE 800 MINNEAPOLIS MN 55402 PRESIDENT 2.00 0 0 0 TYLER PHILLIPS 80 SOUTH 8TH ST SUITE 800 MINNEAPOLIS MN 55402 TREASURER 2.00 0 0 0 DEAN PHILLIPS 80 SOUTH 8TH ST SUITE 800 MINNEAPOLIS MN 55402 CO-CHAIR 2.00 0 0 0 JEANNE PHILLIPS 80 SOUTH 8TH ST SUITE 800 MINNEAPOLIS MN 55402 CO-CHAIR 2.00 0 0 0 HUTTON PHILLIPS 80 SOUTH 8TH ST SUITE 800 MINNEAPOLIS MN 55402 BOARD MEMBER 1.00 0 0 0 PATRICK TROSKA 80 SOUTH 8TH ST SUITE 800 MINNEAPOLIS MN 55402 PRESIDENT 37.50 131363 5727 0 JOEL LUEDTKE 615 1ST AVE NE SUITE 400 MINNEAPOLIS MN 55413 SENIOR PROGRAM DIREC 37.50 91181 3500 0 TRACY LAMPARTY 615 1ST AVE NE SUITE 400 MINNEAPOLIS MN 55413 DIRECTOR OF ADMINIST 37.50 68591 10478 0 ELIZABETH COCO 615 1ST AVE NE SUITE 400 MINNEAPOLIS MN 55413 PROGRAM DIRECTOR, EC 37.50 62135 5835 0 0 THE MINNEAPOLIS FOUNDATION 80 SOUTH 8TH STREET SUITE 800 MINNEAPOLIS MN 55401 FOUNDATION SUPPORT SERVICES 465280 BERNSTEIN 225 SOUTH SIXTH STREET SUITE 2500 MINNEAPOLIS MN 55402 INVESTMENT MANAGEMENT SERVICES 298901 0 THE FOUNDATION FORMED THE 927 BUILDING, LLC TO RENOVATE A COMMERCIAL BUILDING LOCATED AT 927 WEST BROADWAY IN NORTH MINNEAPOLIS (THE "LLC"). FOLLOWING ARE THE GOALS FOR THE LLC THE LLC THAT GUIDE THE LLC'S PROJECT DEVELOPMENT:A. ACHIEVING COMMUNITY AND ECONOMIC DEVELOPMENT THAT LEAD TO LOCAL OWNERSHIP.B. PURPOSEFULLY INVESTING IN THE NORTH MINNEAPOLIS COMMUNITY THROUGH A CATLYTIC REDEVELOPMENT OF AN EXISTING BUT NEGLECTED PROPERTY.C. PROVIDING EMPLOYMENT, RESOURCES AND CREATIVE AND COMMUNITY SPACE FOR THE PEOPLE THAT LIVE IN THE NORTH MINNEAPOLIS COMMUNITY.D. BRINGING NEW RETAIL TO THE NORTH MINNEAPOLIS COMMUNITY.THE LLC IS A FUNCTIONALLY RELATED BUSINESS AS DEFINED IN SECTION 4942 OF THE INTERNAL REVENUE CODE FOR THE FOUNDATION BECAUSE THE PROJECT DIRECTLY FURTHERS THE FOUNDATION'S MISSION. 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