BUTZOW FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BUTZOW FAMILY FOUNDATION (EIN 26-0178747)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201201319349101175
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-10T14:23:24-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST STE 2300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260178747 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTZOW FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BUTZ | NameControl |
| Phone | 9529413797 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9714 BRASSIE CIR | AddressLine1 |
| City | EDEN PRAIRIE | City |
| State | MN | State |
| ZIP Code | 55347 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY BUTZOW | Name |
| Title | PRESIDENT | Title |
| Phone | 9529413797 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KRISTIN A ALINDER CPA | Name |
| PTIN | P00167446 | PTIN |
| Phone | 6128764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6077160 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2150 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 144416 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 144416 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 280915 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 926233 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 280915 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 427481 | TotalRevenueAndExpenses |
| Total Net Investment Income | 425331 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2125 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2125 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8949 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 911 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 25 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25437 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 25437 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 36511 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 26348 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2150 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 276500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 276500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 313011 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 26348 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 278650 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 114470 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 398983 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 303273 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 209493 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 209493 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers EOY | 500 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 500 | ReceivablesFromOfficersEOYFMV |
| Investments Corp Stock BOY | 4572899 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4780649 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5867167 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4876172 | TotalAssetsBOY |
| Total Assets EOY | 4990642 | TotalAssetsEOY |
| Total Assets EOYFMV | 6077160 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4876172 | RetainedEarningsBOY |
| Retained Earnings EOY | 4990642 | RetainedEarningsEOY |
| Total Net Assets BOY | 4876172 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4990642 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4876172 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4990642 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4876172 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 114470 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4990642 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4990642 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SEE ATTACHMENT CG-1 | P | 34758 | 33632 | 1126 | 1126 |
| SEE ATTACHMENT CG-1 | P | 852156 | 611686 | 240470 | 240470 |
| CAPITAL GAINS DIVIDENDS | P | 39319 | 39319 | 39319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 280915 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 288046 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5923281 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048629 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 239788 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5238598 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045773 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 225028 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4884385 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046071 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 104265 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4790404 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.021765 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.162238 | TotalDistributionRatio |
| Average Distribution Ratio | 0.040560 | AverageDistributionRatio |
| Net Noncharitable Assets | 6291619 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 255188 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3990 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 259178 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 278650 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3990 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3990 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3990 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 3010 | Overpayment |
| Amount Credited To Next Year | 3010 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BARRY W BUTZOW | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9529413797 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9714 BRASSIE CIR | AddressLine1 |
| City | EDEN PRAIRIE | City |
| State | MN | State |
| ZIP Code | 55347 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6129794 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 257636 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6387430 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6387430 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 95811 | CashDeemedCharitable |
| Net Noncharitable Assets | 6291619 | NetNoncharitableAssets |
| Minimum Investment Return | 314581 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 314581 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3990 | TaxBasedOnInvestmentIncome |
| Total Tax | 3990 | TotalTax |
| Distributable Amount Before Adj | 310591 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 310591 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 310591 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 278650 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 278650 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3990 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 274660 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 310591 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 7898 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 6880 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 14778 | TotalExcessDistriCarryover |
| Qualifying Distributions | 278650 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 278650 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 14778 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 14778 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 17163 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARRY W BUTZOW | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BLACK DOG SHELTERTHE REFUGE NETWORK | |||||||
| 1700 E RUM RIVER DRIVE SOUTH | CAMBRIDGE | MN | 55008 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $25,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $4,500 |
| BOLDER OPTIONS | |||||||
| 2100 STEVENS AVE S | MINNEAPOLIS | MN | 55404 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| BRIDGING INC | |||||||
| 201 W 87TH ST | BLOOMINGTON | MN | 55420 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $14,500 |
| CHILDREN'S FOUNDATION | |||||||
| 2910 CENTRE POINTE DR | ROSEVILLE | MN | 55113 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $25,000 |
| COURAGE CENTER | |||||||
| 3915 GOLDEN VALLEY RD | MINNEAPOLIS | MN | 55422 | 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 | $2,500 |
| FRASER | |||||||
| 2400 W 64TH ST | MINNEAPOLIS | MN | 55423 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $50,000 |
| FRIENDS OF THE ORPHANS | |||||||
| 2052 MARSHALL AVE | ST PAUL | MN | 55104 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| GIFFT HILL SCHOOLCORAL BAY SCHOOL INC | |||||||
| PO BOX 1657 | ST JOHN | VI | 00831 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $18,000 |
| HELPING PAWS | |||||||
| PO BOX 634 | HOPKINS | MN | 55343 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $2,500 |
| HERB BROOKS FOUNDATION | |||||||
| 1700-105TH AVE NE | BLAINE | MN | 55449 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| LOS CABOS CHILDREN'S FOUNDATION | |||||||
| PO BOX 2057 | SIOUX FALLS | SD | 57101 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| MINNESOTA RETIRED RACEHORSE PROJECT | |||||||
| 6921 EGAN DRIVE | SAVAGE | MN | 55378 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $2,500 |
| MAX MCGEE NATIONAL RESEARCH CENTER FOR JUVENILE DIABETES | |||||||
| PO BOX 1997 | MILWAUKEE | WI | 53201 | 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 |
| SUMMIT ACADEMY | |||||||
| 935 OLSON MEMORIAL HIGHWAY | MINNEAPOLIS | MN | 55405 | NONE | EXEMPT | TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| WASHBURN CENTER FOR CHILDREN | |||||||
| 2430 NICOLLET AVE S | MINNEAPOLIS | MN | 55404 | NONE | EXEMPT | AT11814 - 05/07/12 01:28PM WORKSHEET PRIVATE FOUNDATION | $22,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 276500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $144,416 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $280,915 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL REFUND | Description |
| Exclusion Code | 01 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $425,331 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 425331 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,125 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2125 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CHARLES SCHWAB - CH ROBINSON | 283254 | 378975 |
| CHARLES SCHWAB | 4497395 | 5488192 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 25411 | 25411 | 0 |
| BANK FEES | 26 | 26 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MINNESOTA STATE TAX FEE | $25 | 0 | 25 |
| FOREIGN TAX WITHHELD | $911 | 911 | 0 |
| FEDERAL TAX | $8,013 | 0 | 0 |