BUTZOW FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BUTZOW FAMILY FOUNDATION (EIN 26-0178747)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202021279349100337
- Schema version
- 2019v5.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T14:22:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 VIRCHOW KRAUSE LLP | 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 | 2019-01-01 | 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 | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN A ALINDER CPA | PreparerPersonNm |
| PTIN | P00167446 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2020-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $6,720,026 | 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 | $144,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $135,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $260,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $883,748 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,656 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $404,302 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $406,412 | 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 |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,070 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,045 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,588 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,588 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $246,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $246,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $290,908 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $249,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $379,779 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $159,142 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $159,142 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,968,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,976,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,560,884 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $279 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,022,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,135,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,720,026 | 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 | $5,022,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,135,419 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,022,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,135,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,022,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,135,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,022,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,135,419 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,135,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| WESTWOOD INCOME OPPTY FD INS | P | 2019-01-18 | $24,089 | $23,202 | $887 | $887 | |
| DALLAS CN TX HS | P | 2019-08-15 | $100,000 | $100,000 | $0 | $0 | 2014-10-03 |
| JPMORGAN CHASE & | P | 2019-10-31 | $100,000 | $100,025 | -$25 | -$25 | 2018-10-29 |
| MATTHEWS ASIAN GROWTH & INCO | P | 2019-03-05 | $50,000 | $60,180 | -$10,180 | -$10,180 | 2013-03-07 |
| WESTWOOD INCOME OPPTY FD INS | P | 2019-01-18 | $61,159 | $58,909 | $2,250 | $2,250 | |
| AMG RIVER ROAD DIV ALL CAP VAL | P | 2019-03-05 | $75,000 | $46,068 | $28,932 | $28,932 | 2009-03-18 |
| HARDING LOEVNER GLOBAL EQUITY | P | 2019-03-05 | $100,000 | $43,170 | $56,830 | $56,830 | 2009-03-18 |
| WESTWOOD INCOME OPPTY FD INS | P | 2019-01-18 | $296,059 | $181,538 | $114,521 | $114,521 | |
| CAPITAL GAINS DIVIDENDS | P | $77,441 | $77,441 | $77,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,656 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $350,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,639,046 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052749 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $314,725 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,477,156 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048590 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $266,950 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,068,307 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043991 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $526,792 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,486,094 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081219 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $352,561 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,798,381 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051860 | DistributionYr5Rt |
| Total Distribution | 0.278409 | TotalDistributionRt |
| Average Distribution | 0.055682 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,384,161 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $355,483 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,798 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $359,281 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $249,275 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,596 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,596 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,859 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,859 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,263 | OverpaymentAmt |
| Applied To ES Tax | $2,263 | 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 |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | 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 (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 | $6,295,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $186,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,481,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,481,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,384,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $319,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $319,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,596 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,596 | TotalTaxAmt |
| Distributable Before Adj | $311,612 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $311,612 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $311,612 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $249,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $249,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $249,275 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $311,612 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $169,087 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $27,749 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $196,836 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $249,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $249,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $62,337 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $62,337 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $134,499 | 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 | $134,499 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $106,750 | ExcessFromYear4Amt |
| Excess From Year1 | $27,749 | ExcessFromYear1Amt |
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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| 333 N WASHINGTON AVE | MINNEAPOLIS | MN | 55401 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| BASCOM PALMER EYE INSTITUTE | |||||||
| 5555 PONCE DE LEON BLVD | CORAL GABLES | FL | 33146 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| BOLDER OPTIONS | |||||||
| 2100 STEVENS AVE S | MINNEAPOLIS | MN | 55404 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $41,000 |
| BOWMAN SECOND CHANCE | |||||||
| AVAILABLE UPON REQUEST | RHAME | ND | 58651 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| BRIDGING INC | |||||||
| 201 W 87TH ST | BLOOMINGTON | MN | 55420 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $25,000 |
| CHILDREN'S FOUNDATION | |||||||
| 2910 CENTRE POINTE DR | ROSEVILLE | MN | 55113 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $2,500 |
| CHILDRENS THEATRE COMPANY | |||||||
| 2400 THIRD AVE S | MINNEAPOLIS | MN | 55404 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| CRESCENT COVE | |||||||
| 3440 BELTLINE BLVD STE 207 | ST LOUIS PARK | MN | 55416 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| FACE IT FOUNDATION | |||||||
| 2500 HWY 88 STE 114 | ST ANTHONY | MN | 55418 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $15,000 |
| GIFFT HILL SCHOOLCORAL BAY SCHOOL INC | |||||||
| PO BOX 1657 | ST JOHN | VI | 00831 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| GREATER MINNEAPOLIS CRISIS NURSERY | |||||||
| 4544 4TH AVENUE SOUTH | MINNEAPOLIS | MN | 55419 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $12,000 |
| HERB BROOKS FOUNDATION | |||||||
| 1700-105TH AVE NE | BLAINE | MN | 55449 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| JDRF MINNESOTA | |||||||
| 3001 METRO DR 100 | BLOOMINGTON | MN | 55425 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| LEG UP FUND | |||||||
| 1100 CANTERBURY ROAD | SHAKOPEE | MN | 55379 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $16,000 |
| PAY IT FORWARD FUND | |||||||
| 3300 OAKDALE AVE N | ROBBINSDALE | MN | 55422 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| PERSPECTIVES INC | |||||||
| 3381 GORHAM AVE | ST LOUIS PARK | MN | 55426 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| TRUE FRIENDS | |||||||
| 10509 108TH ST NW | ANNANDALE | MN | 55302 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $20,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| PO BOX 70870 | ST PAUL | MN | 55170 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| WASHBURN CENTER FOR CHILDREN | |||||||
| 2430 NICOLLET AVE S | MINNEAPOLIS | MN | 55404 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $25,000 |
| ZIGGY'S ART BUS | |||||||
| 3133 BDE MAKA SKA PARKWAY | MINNEAPOLIS | MN | 55408 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $246,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,204 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| 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 | $260,073 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $404,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $404,277 | 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 | $2,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EQUINOTERAPIAS HOSSANA AC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BORDO LIBRAMIENTO KM 1 | AddressLine1Txt |
| City | CABO SAN LUCAS | CityNm |
| Country | MX | CountryCd |
| Foreign Postal | 23410 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-10-03 | GrantDt |
| Grant | $4,000 | GrantAmt |
| Purpose Of Grant | TO PROVIDE SUPPORT FOR THE GRANTEE ORGANIZATION'S CHARITABLE PURPOSE OF PROVIDING EQUINE THERAPY TO CHILDREN WITH DISABILITIES. GRANT MONEY WAS USED BY GRANTEE TO CARE FOR THERAPY HORSES, COMPENSATE THERAPISTS, AND PURCHASE DIDACTIC MATERIALS USED IN THERAPY SESSIONS, SO THAT THE GRANTEE COULD PROVIDE EQUINE THERAPY TO CHILDREN WITH DISABILITIES. | PurposeOfGrantTxt |
| Expended By Grantee | $4,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 05/09/2019 | DatesOfReportsByGranteeTxt |
| Verification | 2019-05-13 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - CH ROBINSON | $283,254 | $424,704 |
| CHARLES SCHWAB | $4,693,023 | $6,136,180 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND IN TRANSIT | Desc |
| BOY Book Value | $279 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $25,588 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25,588 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PAYMENTS | $25 | $0 | $25 |
| FEDERAL TAX | $15,000 | $0 | $0 |
| FOREIGN TAXES | $1,045 | $1,045 | $0 |