RICHARD BURY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RICHARD BURY FOUNDATION INC (EIN 45-0544142)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-09
IRS object ID
202231299349102098
Schema version
2021v4.0
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)
Return2022-05-09T13:01:31-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263401425PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HW & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112301 WHITEWATER DR STE 115AddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55343ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450544142EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD BURY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone6127182425PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17271 KURVERS POINT ROADAddressLine1Txt
CityCHANHASSENCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55317ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA A CARLSONPersonNm
Person TitleBOARD MEMBERPersonTitleTxt
Phone6127182425PhoneNum
Signature2022-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSANDRA APersonFirstNm
Person LastCARLSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUDE ANHELUKPreparerPersonNm
PTINP00939161PTIN
Phone9529390910PhoneNum
Preparation2022-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$183,179FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,254InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,254InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,254InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$56,254TotalRevAndExpnssAmt
Total Net Invst Incm$6,254TotalNetInvstIncmAmt
Total Adj Net Incm$6,254TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$4,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,000CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$995AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$890AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$995AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$105AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$25OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$3OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,020TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,912TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,020TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$108TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,520TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,912TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,020TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$44,608TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,734ExcessRevenueOverExpensesAmt
Net Investment Income$1,342NetInvestmentIncomeAmt
Adjusted Net Income$5,234AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$49,364CashBOYAmt
Cash EOY$60,535CashEOYAmt
Cash EOYFMV$60,527CashEOYFMVAmt
Other Assets BOY$127,089OtherAssetsBOYAmt
Other Assets EOY$122,652OtherAssetsEOYAmt
Other Assets EOYFMV$122,652OtherAssetsEOYFMVAmt
Total Assets BOY$176,453TotalAssetsBOYAmt
Total Assets EOY$183,187TotalAssetsEOYAmt
Total Assets EOYFMV$183,179TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$176,453RetainedEarningBOYAmt
Retained Earning EOY$183,187RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$176,453TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$183,187TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$176,453TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$183,187TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$176,453TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,734ExcessRevenueOverExpensesAmt
Subtotal$183,187SubtotalAmt
Tot Net Ast Or Fund Balances EOY$183,187TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19InvestmentIncomeExciseTaxAmt
Subtotal$19SubtotalAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$454EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$454TotalPaymentsAndCreditsAmt
Overpayment$435OverpaymentAmt
Applied To ES Tax$435AppliedToESTaxAmt

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 GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone6126192074PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17121 KURVERS POINT ROADAddressLine1Txt
CityCHANHASSENCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55317ZIPCd
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
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BLAIR BURY
17536 BEARPATH TRAILEDEN PRAIRIEMN55347BOARD MEMBER1.00$1,000$0$0
BEVERLY SYLVESTRE
7676 TURNER ROADMAPLE PLAINMN55359BOARD MEMBER1.00$1,000$0$0
ROBIN BURY POSUSTA
5605 COUNTY ROAD 4MINNETONKAMN55345BOARD MEMBER1.00$1,000$0$0
SANDRA A CARLSON
7271 KURVERS POINT ROADCHANHASSENMN55317BOARD MEMBER1.00$1,000$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$73,682AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$124,704FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$198,386TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$198,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,976CashDeemedCharitableAmt
Net Vl Noncharitable Assets$195,410NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,771MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,771MinimumInvestmentReturnAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Total Tax$19TotalTaxAmt
Distributable Before Adj$9,752DistributableBeforeAdjAmt
Distributable Before Ded$9,752DistributableBeforeDedAmt
Distributable As Adjusted$9,752DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,608ExpensesAndContributionsAmt
Qualifying Distributions$44,608QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,752DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,168ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$7,337ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,842ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$43,347TotalExcessDistributionCyovAmt
Qualifying Distributions$44,608QualifyingDistributionsAmt
Applied To Current Year$9,752AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,856RemainingDistriFromCorpusAmt
Total Corpus$78,203TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,168ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$74,035ExcessDistriCyovToNextYrAmt
Excess From Year2$7,337ExcessFromYear2Amt
Excess From Year1$31,842ExcessFromYear1Amt
Excess From Current Year$34,856ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
WESTWOOD COMMUNITY CHURCH
3121 WESTWOOD DRIVEEXCELSIORMN55331NONE501(C)(3)GENERAL SUPPORT$3,500
HIM4HER MINISTRIES
PO BOX 87CHANHASSENMN55317NONE501(C)(3)GENERAL SUPPORT$1,500
SECONDHAND HOUNDS
5959 BAKER ROAD 390MINNETONKAMN55345NONE501(C)(3)SOCIAL SERVICES$11,000
JESUIT RETREAT HOUSE
8243 DEMONTREVILLE TRAILLAKE ELMOMN55042NONE501(C)(3)SOCIAL SERVICES$1,000
OUR SAVIOR LUTHERAN CHURCH
23290 MN-7MINNETRISTAMN55331NONE501(C)(3)SOCIAL SERVICES$6,000OF EXCELSIOR
WECAN WESTONKA COMMUNITY
52113 SHORELINE DRIVEMOUNDMN55364NONE501(C)(3)SOCIAL SERVICES$1,000ACTION NETWORK
EDINA REALTY FOUNDATION
6800 FRANCE AVE SEDINAMN55435NONE501(C)(3)SOCIAL SERVICES$2,000SUITE 600
LAKE AREA DISCOVERY CENTER
41 E 1ST STWACONIAMN55387NONE501(C)(3)SOCIAL SERVICES$13,000
RED CEDAR LAKES ASSOCIATION
PO BOX 214BIRCHWOODWI54817NONE501(C)(3)ENVIROMENTAL PRESERVATION$5,000
OUR COMMUNITY TABLE
21428 152ND ST NWELK RIVERMN55330NONE501(C)(3)SOCIAL ASSISTANCE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,254ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,254ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,254TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$995Amt
Net Investment Income$890NetInvestmentIncomeAmt
Adjusted Net Income$995AdjustedNetIncomeAmt
Disbursements Charitable Prps$105DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCONTRACT FOR DEEDDesc
BOY Book Value$127,089BOYBookValueAmt
EOY Book Value$122,652EOYBookValueAmt
EOYFMV$122,652EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
FILING AND REGISTRATION$25$22$25$3

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