BUTZOW FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BUTZOW FAMILY FOUNDATION (EIN 26-0178747)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349101301
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T09:13:31-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-07 | 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 | 2018-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $6,848,323 | 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 | $133,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,946 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $475,526 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,946 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $250,798 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,325 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,881 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,023 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,904 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $312,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $312,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $346,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $217,421 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $142,339 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $142,339 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,886,489 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,754,543 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,705,984 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,992,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,896,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,848,323 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,992,661 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,896,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,992,661 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,896,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,992,661 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,896,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,992,661 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,896,882 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,896,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS STRATEGIC INCOME FD | P | 2017-06-07 | $3,620 | $3,953 | -$333 | -$333 | |
| AMERICAN EXPRESS BK 1.45%17CD | P | 2017-10-16 | $100,000 | $100,000 | $0 | $0 | 2014-10-10 |
| GOLDMAN SACHS STRATEGIC INCOME FD | P | 2017-06-07 | $233,186 | $254,627 | -$21,441 | -$21,441 | |
| CAPITAL GAINS DIVIDENDS | P | $138,720 | $138,720 | $138,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,946 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $266,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,068,307 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043991 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $526,792 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,486,094 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081219 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $352,561 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,798,381 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051860 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $372,581 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,576,242 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056656 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $244,225 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,222,603 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039248 | DistributionYr5Rt |
| Total Distribution | 0.272974 | TotalDistributionRt |
| Average Distribution | 0.054595 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,477,156 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $353,620 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,174 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $355,794 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $314,725 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,560 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,560 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $1,800 | 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 |
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 | $6,424,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,451 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,575,793 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,575,793 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,637 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,477,156 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,348 | TotalTaxAmt |
| Distributable Before Adj | $319,510 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $319,510 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $319,510 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $314,725 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $314,725 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $319,510 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $173,872 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $173,872 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $314,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $314,725 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,785 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,785 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $169,087 | 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 | $169,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $169,087 | ExcessFromYear2Amt |
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 (20 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 | $20,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| BOLDER OPTIONS | |||||||
| 2100 STEVENS AVE S | MINNEAPOLIS | MN | 55404 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $35,000 |
| 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 | $16,000 |
| CHILDREN'S FOUNDATION | |||||||
| 2910 CENTRE POINTE DR | ROSEVILLE | MN | 55113 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $50,000 |
| FACE IT FOUNDATION | |||||||
| 2500 HWY 88 STE 114 | ST ANTHONY | MN | 55418 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,200 |
| FRASER | |||||||
| 2400 W 64TH ST | MINNEAPOLIS | MN | 55423 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $25,000 |
| GIFFT HILL SCHOOLCORAL BAY SCHOOL INC | |||||||
| PO BOX 1657 | ST JOHN | VI | 00831 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $25,000 |
| HERB BROOKS FOUNDATION | |||||||
| 1700-105TH AVE NE | BLAINE | MN | 55449 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| PAY IT FORWARD FUND | |||||||
| 3300 OAKDALE AVE N | ROBBINSDALE | MN | 55422 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| TRUE FRIENDS | |||||||
| 10509 108TH ST NW | ANNANDALE | MN | 55302 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $25,000 |
| WASHBURN CENTER FOR CHILDREN | |||||||
| 2430 NICOLLET AVE S | MINNEAPOLIS | MN | 55404 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $22,000 |
| BLACK DOG HILL SHELTER | |||||||
| 6413 OAK STREET | NORTH BRANCH | MN | 55056 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| CHILDREN'S HOSPITALS & CLINICS OF MN | |||||||
| 5901 LINCOLN DRIVE | EDINA | MN | 55436 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $2,500 |
| GREATER MINNEAPOLIS CRISIS NURSERY | |||||||
| 4544 4TH AVENUE SOUTH | MINNEAPOLIS | MN | 55419 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| LEG UP FUND | |||||||
| 1100 CANTERBURY ROAD | SHAKOPEE | MN | 55379 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $11,500 |
| NEW VOCATIONS RACEHORSE ADOPTION PROGRAM | |||||||
| 719 DOLAN LANE | LEXINGTON | KY | 40511 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| PO BOX 70870 | ST PAUL | MN | 55170 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| WATCHTOWER BIBLE & TRACT SOCIETY OF NY INC | |||||||
| 900 RED MILLS ROAD | WALLKILL | NY | 12589 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $312,200 | 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 | $133,827 | 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 | $116,946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $250,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $250,773 | 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 | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - CH ROBINSON | $283,254 | $483,848 |
| CHARLES SCHWAB | $4,471,289 | $6,222,136 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $26,023 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,023 | 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 | $2,948 | $0 | $0 |
| FOREIGN TAXES | $2,881 | $2,881 | $0 |