THE SCROOBY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE SCROOBY FOUNDATION (EIN 41-1795397)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-10-14
IRS object ID
202432889349100113
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-14T09:56:31-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410738189PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LETHERT SKWIRA SCHULTZ & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1170 7TH PL E STE 100AddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551012361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411795397EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCROOBY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCROBusinessNameControlTxt
Phone6128600157PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 ST PETER STREET 2020AddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPRISCILLA BREWSTERPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone8888663275PhoneNum
Signature2024-09-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT R GULLICK CPAPreparerPersonNm
PTINP00163028PTIN
Phone6512245721PhoneNum
Preparation2024-10-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,062,611FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$534,276DividendsRevAndExpnssAmt
Dividends Net Invst Incm$534,276DividendsNetInvstIncmAmt
Dividends Adj Net Incm$534,276DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$628,264NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$724,455GrossSalesPriceAmt
Total Rev And Expnss$1,162,540TotalRevAndExpnssAmt
Total Net Invst Incm$534,276TotalNetInvstIncmAmt
Total Adj Net Incm$534,276TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,710AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,710AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$8,400TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$105OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$80OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,215TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,790TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,110,215TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,790TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,100,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$52,325ExcessRevenueOverExpensesAmt
Net Investment Income$532,486NetInvestmentIncomeAmt
Adjusted Net Income$534,276AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$304,182CashBOYAmt
Cash EOY$425,597CashEOYAmt
Cash EOYFMV$425,597CashEOYFMVAmt
Sav And Temp Cash Invst EOY$1,012,521SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,012,521SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,261,716CorporateStockBOYAmt
Corporate Stock EOY$6,165,524CorporateStockEOYAmt
Corporate Stock EOYFMV$22,481,496CorporateStockEOYFMVAmt
Corporate Bonds BOY$985,419CorporateBondsBOYAmt
Other Investments BOY$142,997OtherInvestmentsBOYAmt
Other Investments EOY$142,997OtherInvestmentsEOYAmt
Other Investments EOYFMV$142,997OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,694,314TotalAssetsBOYAmt
Total Assets EOY$7,746,639TotalAssetsEOYAmt
Total Assets EOYFMV$24,062,611TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$7,694,315CapitalStockBOYAmt
Retained Earning BOY-$1RetainedEarningBOYAmt
Retained Earning EOY$7,746,639RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,694,314TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,746,639TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,694,314TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,746,639TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,694,314TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$52,325ExcessRevenueOverExpensesAmt
Subtotal$7,746,639SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,746,639TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,402InvestmentIncomeExciseTaxAmt
Subtotal$7,402SubtotalAmt
Tax Based On Investment Income$7,402TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,526EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,526TotalPaymentsAndCreditsAmt
Overpayment$1,124OverpaymentAmt
Applied To ES Tax$1,124AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPRISCILLA BREWSTERIndividualWithBooksNm
Phone6128600157PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1345 ST PETER STREET SUITE 2020AddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PRISCILLA BREWSTER
10 CROCUS PLACEST PAULMN55102PRESIDENT/TR000.00$0$0$0
SUSAN B MCCARTHY
14 DELLWOOD AVEWHITE BEAR LAKEMN55110VP/SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,501,519AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$859,145AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,360,664TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$23,360,664AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$350,410CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,010,254NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,150,513MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,150,513MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,402TaxBasedOnInvestmentIncomeAmt
Total Tax$7,402TotalTaxAmt
Distributable Before Adj$1,143,111DistributableBeforeAdjAmt
Distributable Before Ded$1,143,111DistributableBeforeDedAmt
Distributable As Adjusted$1,143,111DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,100,025ExpensesAndContributionsAmt
Qualifying Distributions$1,100,025QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,143,111DistributableAsAdjustedAmt
Undistributed Income PY$1,071,611UndistributedIncomePYAmt
Qualifying Distributions$1,100,025QualifyingDistributionsAmt
Applied To Year1$1,071,611AppliedToYear1Amt
Applied To Current Year$28,414AppliedToCurrentYearAmt
Undistributed Income CY$1,114,697UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFREDERICK BREWSTERContributingManagerNm
Contributing ManagerPRISCILLA BREWSTERContributingManagerNm
Contributing ManagerSUSAN BREWSTER MCCARTHYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
AMERICAN COLLEGE OF BUILDING OF ART
649 MEETING STCHARLESTONSC29403SCHOLARSHIP$25,000
AMERICAN RED CROSS
100 S ROBERT STST PAULMN55107DISASTER RELIEF$50,000501C3
ANIMAL HUMANE SOCIETY
845 MEADOW LANE NGOLDEN VALLEYMN55422OPERATING$10,000501C3
BETTY FORD ALPINE GARDEN
522 SOUTH FRONTAGE RD EASVAILCO81657OPERATING$15,000501C3
COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776WILIAMSBUGVA23187CAPITAL IMPROVEMENTS$50,000501C3
CORAL REEF RESTORATION FOUNDATION
89111 OVERSEAS HIGHWAYTAVERNIERFL33070PLANTING NEW CORALS$25,000501C3
GEORGE WASHINGTON'S MOUNT VERNON
POBOX 110MOUNT VERNONVA22121MOUNT VERNON CAMPAIGN$100,000501C3
GUTHERIE THEATER
818 SOUTH 2ND STMINNEAPOLISMN55415ANNUAL FUND$25,000501C3
OCEAN REEF CUTURE CENTER
200 ANCHOR DRIVEKEY LARGOFL33037GENERAL OPERATING$25,000501C3
OCEAN REEF MEDICAL CENTER
50 BARRACUUDA LNKEY LARGOFL33037GENERAL OPERATING$25,000501C3
ORDWAY CENTER FOR THE PERFORMING AR
345 WASHINGTON STST PAULMN55102ANNUAL FUND$25,000501C3
SALVATION ARMY
401 7TH ST WST PAULMN55102GENERAL OPERATING$25,000501C3
SECOND HARVEST HEARTLAND
1140 GERVAIS AVEST PAULMN55109GENERAL OPERATING$45,000501C3
STATE FAIR FOUNDATION
1265 SNELLING AVE NORTHST PAULMN55108GROUNDS & BUILDING MAINTENANCE$10,000501C3
THE ART PARTNERSHIP
345 WAHINGTON STST PAULMN55102ANNUAL FUND$250,000503C3
VAIL VALLEY FOUNDATION
PO BOX 6550AVONCO81620ARTISITC DIRECTOR'S ENDOWMENT$250,000501C3
EAGLE VALLEY LAND TRUST
PO BOX 3016EDWARDSCO81632BUILDING PROJECT$25,000501C3
WILDLIFE REHABILITATION CENTER
2530 DALE STROSEVILLEMN55113GENERAL OPERATING$35,000501C3
TPT
172 EAST 4THST PAULMN55102HISTORY PROGRAM$25,000501C3
VAIL VALLEY DANCE FESTICAL
PC BOX 6550AVONCO81620PRESENTATION SPONSORSHIP$60,000503C3
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,100,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$534,276ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$628,264ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,162,540ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,162,540TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,710Amt
Net Investment Income$1,710NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
ALPHABET INC2011-09PURCHASE2023-09$754$71$683
ALPHABET INC2014-10PURCHASE2023-09$136,348$28,192$108,156
APPLE INC2011-09PURCHASE2023-12$194,079$14,052$180,027
ALPHABET INC2014-10PURCHASE2024-05$176,070$29,002$147,068
CENCORA INC2009-11PURCHASE2024-05$217,204$24,874$192,330

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$6,165,524EOYBookValueAmt
EOYFMV$22,481,496EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCYTO LTDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$142,997BookValueAmt
EOYFMV$142,997EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
STATE FILING FEE$25$25
INVESTMENT FEES$80$80

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
EXCISE TAX
EXCISE TAX ESTIMATE$8,400

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