BUTZOW FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BUTZOW FAMILY FOUNDATION (EIN 26-0178747)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-05
- IRS object ID
- 202511569349100121
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-05T14:04:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260178747 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTZOW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUTZ | BusinessNameControlTxt |
| Phone | 9529413797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9714 BRASSIE CIR | AddressLine1Txt |
| City | EDEN PRAIRIE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55347 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY BUTZOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9529413797 | PhoneNum |
| Signature | 2025-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN A ALINDER CPA | PreparerPersonNm |
| PTIN | P00167446 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2025-06-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,723,805 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $150,381 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,381 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,052,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,264,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,052,618 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,203,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,202,999 | 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 | $1,151 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,151 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,522 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,522 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,189 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,164 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,479 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,479 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,673 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $343,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $343,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $380,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $347,673 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $822,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,170,356 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $268,580 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,207 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,086,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,993,917 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,504,598 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,354,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,177,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,723,805 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,354,782 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,177,465 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,354,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,177,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,354,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,177,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,354,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $822,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,177,465 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,177,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB [9322] | P | $978,169 | $211,716 | $766,453 | $766,453 |
| CAPITAL GAINS DIVIDENDS | P | $286,165 | $286,165 | $286,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,052,618 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,268 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,268 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,274 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,994 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,268 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
| Individual With Books | BARRY W BUTZOW | IndividualWithBooksNm |
| Phone | 9529413797 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9714 BRASSIE CIR | AddressLine1Txt |
| City | EDEN PRAIRIE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55347 | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BARRY W BUTZOW | ||||||||
| 9714 BRASSIE CIR | EDEN PRAIRIE | MN | 55347 | PRESIDENT/SECRETARY/TREASU | 0.00 | $0 | $0 | $0 |
| JONI BUTZOW | ||||||||
| 9714 BRASSIE CIR | EDEN PRAIRIE | MN | 55347 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRYAN A BUTZOW | ||||||||
| 9714 BRASSIE CIR | EDEN PRAIRIE | MN | 55347 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JON MARUK | ||||||||
| 9714 BRASSIE CIR | EDEN PRAIRIE | MN | 55347 | DIRECTOR | 0.00 | $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 | $7,090,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $295,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,386,327 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,386,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,275,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $363,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $363,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,268 | TotalTaxAmt |
| Distributable Before Adj | $347,509 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $347,509 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $347,509 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $347,673 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $347,673 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $347,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $29,700 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $58,353 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $88,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $347,673 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $347,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $164 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,217 | 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 | $88,217 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,700 | ExcessFromYear4Amt |
| Excess From Year2 | $58,353 | ExcessFromYear2Amt |
| Excess From Current Year | $164 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARRY W BUTZOW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANIMAL CARE CENTER OF ST JOHN | |||||||||||
| PO BOX 429 | ST JOHN | VIRGIN ISLANDS | VI | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 | ||||
| ALS ASSOCIATION | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $15,000 | 333 N WASHINGTON AVE | MINNEAPOLIS | MN | 55401 | ||||
| BASCOM PALMER EYE INSTITUTE | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 | 5555 PONCE DE LEON BLVD | CORAL GABLES | FL | 33146 | ||||
| BOLDER OPTIONS | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $35,000 | 2100 STEVENS AVE S | MINNEAPOLIS | MN | 55404 | ||||
| BRIDGING INC | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $30,000 | 201 W 87TH ST | BLOOMINGTON | MN | 55420 | ||||
| CRESCENT COVE | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 | 3440 BELTLINE BLVD STE 207 | ST LOUIS PARK | MN | 55416 | ||||
| EAST SIDE NEIGHBORHOOD SERVICES | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 | 1700 2ND ST NE | MINNEAPOLIS | MN | 55413 | ||||
| FACE IT FOUNDATION | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $45,000 | 2500 HWY 88 STE 114 | ST ANTHONY | MN | 55418 | ||||
| GIFFT HILL SCHOOLCORAL BAY SCHOOL INC | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $35,000 | PO BOX 1657 | ST JOHN | VI | 00831 | ||||
| GREATER MINNEAPOLIS CRISIS NURSERY | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $15,000 | 4544 4TH AVENUE SOUTH | MINNEAPOLIS | MN | 55419 | ||||
| JDRF MINNESOTA | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 | 3001 METRO DR 100 | BLOOMINGTON | MN | 55425 | ||||
| LEG UP FUND | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 | 1100 CANTERBURY ROAD | SHAKOPEE | MN | 55379 | ||||
| NEW VOCATIONS RACEHORSE ADOPTION PROGRAM | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 | 719 DOLAN LANE | LEXINGTON | KY | 40511 | ||||
| PAY IT FORWARD FUND | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 | 3300 OAKDALE AVE N | ROBBINSDALE | MN | 55422 | ||||
| TRUE FRIENDS | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $15,000 | 10509 108TH ST NW | ANNANDALE | MN | 55302 | ||||
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 | PO BOX 70870 | ST PAUL | MN | 55170 | ||||
| WASHBURN CENTER FOR CHILDREN | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $25,000 | 2430 NICOLLET AVE S | MINNEAPOLIS | MN | 55404 | ||||
| ZIGGY'S ART BUS | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 | 3133 BDE MAKA SKA PARKWAY | MINNEAPOLIS | MN | 55408 | ||||
| TEE IT UP FOR THE TROOPS | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $8,000 | 515 W TRAVELERS TRAIL | BURNSVILLE | MN | 55337 | ||||
| MACV | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 | 1000 UNIVERSITY AVE W STE 110 | ST PAUL | MN | 55104 | ||||
| ABIJAH'S ON THE BACKSIDE - HORSES FOR MENTAL HEALTH | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $15,000 | 1100 CANTERBURY ROAD | SHAKOPEE | MN | 55379 | ||||
| PINKY SWEAR FOUNDATION | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $20,000 | 5555 W 78TH SUITE E | EDINA | MN | 55439 | ||||
| MAGNUS VETERANS FOUNDATION | |||||||||||
| NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $15,000 | 16861 N DIAMOND LAKE RD | DAYTON | MN | 553279590 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $343,000 | 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 | $150,381 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,052,618 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,202,999 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,202,999 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,522 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,522 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - CH ROBINSON | $283,254 | $283,254 |
| CHARLES SCHWAB | $4,710,663 | $7,221,344 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,151 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,151 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $29,402 | $29,402 | $0 |
| MARGIN INTEREST | $77 | $77 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $25 | $0 | $0 |
| FOREIGN TAXES | $3,164 | $3,164 | $0 |