BETA

RHY CHARITABLE TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RHY CHARITABLE TR (EIN 38-6869248)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202041969349101024
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)
Return2020-07-14T11:18:32-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREDRIKSON & BYRON PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 S 6TH STREET SUITE 4000AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN386869248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RHY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRHYCBusinessNameControlTxt
Phone6124927000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH SIXTH STREET SUITE 4000AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBBIE YAUKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6124927000PhoneNum
Signature2020-07-08SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L NELSONPreparerPersonNm
PTINP01370507PTIN
Phone6124927000PhoneNum
Preparation2020-07-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.45.12.131IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-14IPDt
IP Tm11:18:32IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id620B1F65FCB6984BEE82244264131FF1F4596023AtSubmissionCreationDeviceId
At Submission Filing Device Id08EC2D09779EA240084D9370237A24B48400E9D8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,635,937FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$27,624DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,624DividendsNetInvstIncmAmt
Other Income Rev And Expnss$13,199OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,199OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$340,823TotalRevAndExpnssAmt
Total Net Invst Incm$40,823TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,000CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,097OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,097OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$186TaxesRevAndExpnssAmt
Taxes Net Invst Incm$186TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$29,283TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,283TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$300,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$300,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$329,283TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,283TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$300,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,540ExcessRevenueOverExpensesAmt
Net Investment Income$36,540NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$188,914SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$407,467SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$407,467SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$499,231USGovernmentObligationsBOYAmt
US Government Obligations EOY$296,205USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$296,205USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$1,596,896CorporateBondsBOYAmt
Corporate Bonds EOY$1,932,265CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,932,265CorporateBondsEOYFMVAmt
Total Assets BOY$2,285,041TotalAssetsBOYAmt
Total Assets EOY$2,635,937TotalAssetsEOYAmt
Total Assets EOYFMV$2,635,937TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,285,041NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,635,937NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,285,041TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,635,937TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,285,041TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,635,937TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,285,041TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,540ExcessRevenueOverExpensesAmt
Other Increases$339,356OtherIncreasesAmt
Subtotal$2,635,937SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,635,937TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$249,814AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,266,037NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.110243DistributionYr1Rt
Adjusted Qlfy Distri Yr2$249,766AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,190,400NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.114028DistributionYr2Rt
Adjusted Qlfy Distri Yr3$99,757AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,938,411NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051463DistributionYr3Rt
Adjusted Qlfy Distri Yr4$104,716AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,897,773NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055178DistributionYr4Rt
Adjusted Qlfy Distri Yr5$93,833AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,108,038NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044512DistributionYr5Rt
Total Distribution0.375424TotalDistributionRt
Average Distribution0.075085AverageDistributionRt
Net Vl Noncharitable Assets$2,421,605NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$181,826AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$365NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$182,191AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$365InvestmentIncomeExciseTaxAmt
Subtotal$365SubtotalAmt
Tax Based On Investment Income$365TaxBasedOnInvestmentIncomeAmt
Tax Due$365TaxDueAmt

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 BooksJOHN NELSONIndividualWithBooksNm
Phone6124927000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH SIXTH STREETAddressLine1Txt
Address Line2SUITE 4000AddressLine2Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT H YAUK
200 SOUTH 6TH STREET SUITE 4000MINNEAPOLISMN55402TRUSTEE0.00$0$0$0
DEBBIE YAUK
200 SOUTH 6TH STREET SUITE 4000MINNEAPOLISMN55402TRUSTEE10.00$25,000$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$2,375,034AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$83,448AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,458,482TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,458,482AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,877CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,421,605NetVlNoncharitableAssetsAmt
Minimum Investment Return$121,080MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$121,080MinimumInvestmentReturnAmt
Tax Based On Investment Income$365TaxBasedOnInvestmentIncomeAmt
Total Tax$365TotalTaxAmt
Distributable Before Adj$120,715DistributableBeforeAdjAmt
Distributable Before Ded$120,715DistributableBeforeDedAmt
Distributable As Adjusted$120,715DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,000ExpensesAndContributionsAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$365PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$299,635AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$120,715DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$49,966ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$136,884ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$186,850TotalExcessDistributionCyovAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt
Applied To Current Year$120,715AppliedToCurrentYearAmt
Remaining Distri From Corpus$179,285RemainingDistriFromCorpusAmt
Total Corpus$366,135TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$366,135ExcessDistriCyovToNextYrAmt
Excess From Year2$49,966ExcessFromYear2Amt
Excess From Year1$136,884ExcessFromYear1Amt
Excess From Current Year$179,285ExcessFromCurrentYearAmt

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
MAYO CLINIC DEPT OF DEVELOPMENT
200 FIRST STREET SWROCHESTERMN55905NONEPCGENERAL USE OF CHARITY$250,000
CHILDREN'S ORGAN TRANSPLANT ASSOC
2501 WEST COTA DRIVEBLOOMINGTONIN47403NONEPCGENERAL USE OF CHARITY$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$300,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,624ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,199ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,823ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,823TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT H YAUKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1200 S 6TH STREET SUITE 4000AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Total Contributions$300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLSFARGO BONDS$174,140$174,140
WELLSFARGO CERTIFICATES OF DEPOSIT$1,758,125$1,758,125

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$296,205USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$296,205USGovtObligationsEOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGAIN ON SECURITIESDesc
Revenue And Expenses Per Books$13,199RevenueAndExpensesPerBooksAmt
Net Investment Income$13,199NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN VALUE OF INVESTMENTSDesc
Amt$339,356Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSESCategoryTxt
Amt$4,097Amt
Net Investment Income$4,097NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON INVESTMENT INCOMECategoryTxt
Amt$186Amt
Net Investment Income$186NetInvestmentIncomeAmt

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