BETA

MICHAEL AND BRITTANY REGER FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MICHAEL AND BRITTANY REGER FAMILY FOUNDATION (EIN 27-4434063)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-17
IRS object ID
201911689349100751
Schema version
2018v3.1
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)
Return2019-06-17T16:37:57-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411227298PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CUMMINGS KEEGAN & CO PLLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 HIGHWAY 169 SOUTH STE 1625AddressLine1Txt
CityST LOUIS PARKCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554261209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274434063EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL & BRITTANY REGER FAMILY FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMICHBusinessNameControlTxt
Phone9529231050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1426 FERNDALE ROAD SAddressLine1Txt
CityWAYZATACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55391ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL REGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6517559504PhoneNum
Signature2019-05-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARYGEN HOEHN REUTZELPreparerPersonNm
PTINP00071570PTIN
Phone9523452500PhoneNum
Preparation2019-05-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.144.8.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-17IPDt
IP Tm16:37:57IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA526968E88C8C8639DFFAED2A271015557834541AtSubmissionCreationDeviceId
At Submission Filing Device Id5B9E35EB36F529E74715C945554A8FBE751897F7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,763FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$178InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$178InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$178TotalRevAndExpnssAmt
Total Net Invst Incm$178TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,665AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,665AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,705TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,705TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$96,349ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$96,349ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,054TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,705TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$96,349TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$97,876ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$103,989CashBOYAmt
Cash EOY$10,763CashEOYAmt
Cash EOYFMV$10,763CashEOYFMVAmt
Rcvbl From Officers BOY$4,650RcvblFromOfficersBOYAmt
Total Assets BOY$108,639TotalAssetsBOYAmt
Total Assets EOY$10,763TotalAssetsEOYAmt
Total Assets EOYFMV$10,763TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$108,639UnrestrictedBOYAmt
Unrestricted EOY$10,763UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$108,639TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,763TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,639TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,763TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$108,639TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$97,876ExcessRevenueOverExpensesAmt
Subtotal$10,763SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,763TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$168,597AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$180,615NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.933461DistributionYr1Rt
Adjusted Qlfy Distri Yr2$206,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$364,042NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.567792DistributionYr2Rt
Adjusted Qlfy Distri Yr3$167,690AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,206,878NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.075985DistributionYr3Rt
Adjusted Qlfy Distri Yr4$327,700AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,164,357NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.078692DistributionYr4Rt
Adjusted Qlfy Distri Yr5$297,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,710,102NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052048DistributionYr5Rt
Total Distribution1.707978TotalDistributionRt
Average Distribution0.341596AverageDistributionRt
Net Vl Noncharitable Assets$56,343NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,247AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$19,247AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$96,349QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 BooksBRITTANY REGERIndividualWithBooksNm
Phone9529231050PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1426 FERNDALE ROAD SAddressLine1Txt
CityWAYZATACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55391ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL REGER
3565 FREDERICK STORONOMN55391PRESIDENT1.00$0$0$0
BRITTANY REGER
426 FERNDALE ROAD SWAYZATAMN55391DIRECTOR1.00$0$0$0
JOSEPH REGER
3038 1/2 R STREET NWWASHINGTONDC20007DIRECTOR1.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,201AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$57,201TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$57,201AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$858CashDeemedCharitableAmt
Net Vl Noncharitable Assets$56,343NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,817MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,817MinimumInvestmentReturnAmt
Distributable Before Adj$2,817DistributableBeforeAdjAmt
Distributable Before Ded$2,817DistributableBeforeDedAmt
Distributable As Adjusted$2,817DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,349ExpensesAndContributionsAmt
Qualifying Distributions$96,349QualifyingDistributionsAmt
Adjusted Qualifying Distri$96,349AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,817DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,293ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$119,482ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$57,346ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$188,498ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$159,566ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$533,185TotalExcessDistributionCyovAmt
Qualifying Distributions$96,349QualifyingDistributionsAmt
Applied To Current Year$2,817AppliedToCurrentYearAmt
Remaining Distri From Corpus$93,532RemainingDistriFromCorpusAmt
Total Corpus$626,717TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,293ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$618,424ExcessDistriCyovToNextYrAmt
Excess From Year4$119,482ExcessFromYear4Amt
Excess From Year3$57,346ExcessFromYear3Amt
Excess From Year2$188,498ExcessFromYear2Amt
Excess From Year1$159,566ExcessFromYear1Amt
Excess From Current Year$93,532ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMP CAMBRIA FOUNDATION
1876 MINNEHAHA AVE WST PAULMN55104CHARITABLE$25,000
GIVING BACK
5757 W CENTURY BLVD SUITELOS ANGELESCA90045CHARITABLE$5,150
LIFETIME FOUNDATION
2902 CORPORATE PLACECHANHASSENMN55317CHARITABLE$24,500
ORONO FOUNDATION FOR EDUCATION
1850 W WAYZATA BLVDLONG LAKEMN55356CHARITABLE$32,954
ORONO FOUNDATION FOR EDUCATION
1850 W WAYZATA BLVDLONG LAKEMN55356CHARITABLE$2,245
ORONO FOUNDATION FOR EDUCATION
1850 W WAYZATA BLVDLONG LAKEMN55356CHARITABLE$3,500
TABOR OPERA HOUSE PRESERVATION FDN
308 HARRISON AVENUELEADVILLECO80461CHARITABLE$1,000
ORONO PTO - ORONO INTERMEDIATE ELEM
685 N OLD CRYSTAL BAY RDLONG LAKEMN55356CHARITABLE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$96,349TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$178ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$178ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$178TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,665Amt
Net Investment Income$1,665NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ANNUAL RENEWAL - MN$25$25
OTHER ADMIN FEES$15$15

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp

FieldValueIRS element (for citing)
Borrower PersonMIKE AND BRITTANY REGERBorrowerPersonNm
Borrower TitleOFFICERSBorrowerTitleTxt
Loan Original$4,650LoanOriginalAmt
Note2017-12NoteDt
Repayment TermsON DEMANDRepaymentTermsTxt
Lender ConsiderationNONELenderConsiderationDesc

Comments

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