RICHARD BURY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RICHARD BURY FOUNDATION INC (EIN 45-0544142)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-12
IRS object ID
202001339349100105
Schema version
2019v5.0
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)
Return2020-05-12T08:46:45-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 DRIVE SUITE 115AddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP553433932ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-05-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUDE ANHELUKPreparerPersonNm
PTINP00939161PTIN
Phone9529390910PhoneNum
Preparation2020-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$181,503FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$63,666ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,111InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,111InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,111InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$69,777TotalRevAndExpnssAmt
Total Net Invst Incm$6,111TotalNetInvstIncmAmt
Total Adj Net Incm$6,111TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$4,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$3,100CompOfcrDirTrstAdjNetIncmAmt
Accounting Fees Rev And Expnss$994AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$880AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$994AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$114AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$521TaxesRevAndExpnssAmt
Taxes Adj Net Incm$521TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$521TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$25OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,540TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,905TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,640TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$660TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,540TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,905TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,640TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$15,660TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,237ExcessRevenueOverExpensesAmt
Net Investment Income$1,206NetInvestmentIncomeAmt
Adjusted Net Income$1,471AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,266CashBOYAmt
Cash EOY$50,192CashEOYAmt
Cash EOYFMV$50,192CashEOYFMVAmt
Other Assets BOY$135,000OtherAssetsBOYAmt
Other Assets EOY$131,311OtherAssetsEOYAmt
Other Assets EOYFMV$131,311OtherAssetsEOYFMVAmt
Total Assets BOY$137,266TotalAssetsBOYAmt
Total Assets EOY$181,503TotalAssetsEOYAmt
Total Assets EOYFMV$181,503TotalAssetsEOYFMVAmt
Other Liabilities BOY$5,000OtherLiabilitiesBOYAmt
Total Liabilities BOY$5,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$132,266RetainedEarningBOYAmt
Retained Earning EOY$181,503RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$132,266TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$181,503TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$137,266TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$181,503TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$132,266TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,237ExcessRevenueOverExpensesAmt
Subtotal$181,503SubtotalAmt
Tot Net Ast Or Fund Balances EOY$181,503TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24InvestmentIncomeExciseTaxAmt
Subtotal$24SubtotalAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Overpayment$476OverpaymentAmt
Applied To ES Tax$476AppliedToESTaxAmt

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$36,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$133,156FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$169,482TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$169,482AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,542CashDeemedCharitableAmt
Net Vl Noncharitable Assets$166,940NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,347MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,347MinimumInvestmentReturnAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Total Tax$24TotalTaxAmt
Distributable Before Adj$8,323DistributableBeforeAdjAmt
Distributable Before Ded$8,323DistributableBeforeDedAmt
Distributable As Adjusted$8,323DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,660ExpensesAndContributionsAmt
Qualifying Distributions$15,660QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,660AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,323DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$970ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,334ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,168ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$6,472TotalExcessDistributionCyovAmt
Qualifying Distributions$15,660QualifyingDistributionsAmt
Applied To Current Year$8,323AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,337RemainingDistriFromCorpusAmt
Total Corpus$13,809TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$970ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,839ExcessDistriCyovToNextYrAmt
Excess From Year4$1,334ExcessFromYear4Amt
Excess From Year3$4,168ExcessFromYear3Amt
Excess From Current Year$7,337ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WESTWOOD COMMUNITY
3121 WESTWOOD DRIVEEXCELSIORMN55331NONE501(C)(3)GENERAL SUPPORT$2,500
HIM4HER MINISTRIES
PO BOX 87CHANHASSENMN55317NONE501(C)(3)GENERAL SUPPORT$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,111ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,111ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,111TotalIncomeProducingActyAmt

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$994Amt
Net Investment Income$880NetInvestmentIncomeAmt
Adjusted Net Income$994AdjustedNetIncomeAmt
Disbursements Charitable Prps$114DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCONTRACT FOR DEEDDesc
BOY Book Value$135,000BOYBookValueAmt
EOY Book Value$131,311EOYBookValueAmt
EOYFMV$131,311EOYFMVAmt

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$25$25$25

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCLT TRUST LOANDesc
BOY Book Value$5,000BOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$521Amt
Adjusted Net Income$521AdjustedNetIncomeAmt
Disbursements Charitable Prps$521DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.