BUTZOW FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BUTZOW FAMILY FOUNDATION (EIN 26-0178747)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201721319349102392
- Schema version
- 2016v3.0
- 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
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T15:28:49-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-02 | 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 | 2017-05-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.188.75 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-02 | IPDt |
| IP Tm | 11:15:24 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 167182DFA60A41E45EAE2F4EF9C72CA9A698CA21 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,234,793 | 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 | $300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $127,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,261 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $957,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,760 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,267 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $162,036 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,021 | 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 | $2,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,617 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,617 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $264,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $264,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$131,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,172 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,071,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,886,489 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,128,621 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,124,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,992,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,234,793 | 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 | $5,124,352 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,992,661 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,124,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,992,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,124,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,992,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,124,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$131,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,992,661 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,992,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AURORA HORIZONS | P | 2015-12-21 | 2016-01-29 | $8,340 | $9,188 | -$848 | -$848 |
| AURORA HORIZONS | P | 2016-01-29 | $325,778 | $358,901 | -$33,123 | -$33,123 | |
| DISCOVER BANK | P | 2014-10-10 | 2016-10-17 | $100,000 | $100,000 | $0 | $0 |
| GOLDMAN SACHS STRATEGIC | P | 2013-12-10 | 2016-08-08 | $99,950 | $110,182 | -$10,232 | -$10,232 |
| LEUTHOLD GLOBAL FD | P | 2016-01-29 | $239,883 | $277,816 | -$37,933 | -$37,933 | |
| AMG RIVER ROAD | P | 2009-03-18 | 2016-08-08 | $49,950 | $28,696 | $21,254 | $21,254 |
| LEUTHOLD GLOBAL FD | P | 2016-01-26 | $13,283 | $15,013 | -$1,730 | -$1,730 | |
| MAINSTAY EPOCH GLOBAL | P | 2009-03-18 | 2016-08-08 | $49,950 | $28,999 | $20,951 | $20,951 |
| CAPITAL GAINS DIVIDENDS | P | $70,421 | $70,421 | $70,421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,760 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $526,792 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,486,094 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081219 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $352,561 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,798,381 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051860 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $372,581 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,576,242 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056656 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $244,225 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,222,603 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039248 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $274,660 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,291,619 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043655 | DistributionYr5Rt |
| Total Distribution | 0.272638 | TotalDistributionRt |
| Average Distribution | 0.054528 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,068,307 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $330,893 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $332,167 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $266,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,160 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $388 | 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 | $6,093,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,160,718 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,160,718 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,068,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $303,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $303,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,548 | TotalTaxAmt |
| Distributable Before Adj | $300,867 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $300,867 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $300,867 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $266,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $266,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $300,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,036 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $206,753 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $207,789 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $266,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $266,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,917 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,917 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $173,872 | 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 | $173,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $173,872 | 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 (16 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 | $15,000 |
| 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 | $15,000 |
| CHILDREN'S FOUNDATION | |||||||
| 2910 CENTRE POINTE DR | ROSEVILLE | MN | 55113 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $50,000 |
| CHILDREN'S THEATRE COMPANY | |||||||
| 2400 3RD AVE S | MINNEAPOLIS | MN | 55404 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $1,000 |
| 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 | $50,000 |
| GIFFT HILL SCHOOLCORAL BAY SCHOOL INC | |||||||
| PO BOX 1657 | ST JOHN | VI | 00831 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| 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 | $20,000 |
| VISION WALK | |||||||
| 7168 COLUMBIA GATEWAY DR STE 100 | COLUMBIA | MD | 21046 | 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 | $22,000 |
| WHITE DOVE FOUNDATION | |||||||
| PO BOX 1902 | BURNSVILLE | MN | 55337 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $264,200 | 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 | $127,709 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,267 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,760 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $161,736 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,736 | 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 | $2,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - CH ROBINSON | $283,254 | $397,875 |
| CHARLES SCHWAB | $4,603,235 | $5,730,746 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $24,617 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,617 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $5,267 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,267 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PAYMENTS | $25 | $0 | $25 |
| FEDERAL TAX | $2,160 | $0 | $0 |