BETA

RHY CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RHY CHARITABLE TR (EIN 38-6869248)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349104708
Schema version
2024v5.0
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)
Return2025-11-17T14:23:38-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410971937PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 S 6TH ST STE 1500AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554024443ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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 Line160 SOUTH SIXTH STREET SUITE 1500AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBRA YAUKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6124927000PhoneNum
Signature2025-11-14SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L NELSONPreparerPersonNm
PTINP01370507PTIN
Phone6124927000PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,327,417FMVAssetsEOYAmt
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$11,409InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,409InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,679DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,679DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$77,553NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$426,025GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$77,553CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$113,641TotalRevAndExpnssAmt
Total Net Invst Incm$113,641TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$2,750LegalFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$15,053OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,053OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$218TaxesRevAndExpnssAmt
Taxes Net Invst Incm$218TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$43,021TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,271TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,021TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,271TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$70,620ExcessRevenueOverExpensesAmt
Net Investment Income$98,370NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$49,417SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$47,027SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$47,027SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$170,959USGovernmentObligationsBOYAmt
US Government Obligations EOY$181,958USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$166,266USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,293,327CorporateStockBOYAmt
Corporate Stock EOY$1,302,985CorporateStockEOYAmt
Corporate Stock EOYFMV$1,542,033CorporateStockEOYFMVAmt
Corporate Bonds BOY$506,176CorporateBondsBOYAmt
Corporate Bonds EOY$558,529CorporateBondsEOYAmt
Corporate Bonds EOYFMV$572,091CorporateBondsEOYFMVAmt
Total Assets BOY$2,019,879TotalAssetsBOYAmt
Total Assets EOY$2,090,499TotalAssetsEOYAmt
Total Assets EOYFMV$2,327,417TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,019,879NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,090,499NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,019,879TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,090,499TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,019,879TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,090,499TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,019,879TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$70,620ExcessRevenueOverExpensesAmt
Subtotal$2,090,499SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,090,499TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$77,553CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,367InvestmentIncomeExciseTaxAmt
Subtotal$1,367SubtotalAmt
Tax Based On Investment Income$1,367TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$1,600ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$10EsPenaltyAmt
Overpayment$223OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$223RefundAmt

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 Line160 SOUTH SIXTH STREETAddressLine1Txt
Address Line2SUITE 1500AddressLine2Txt
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
60 SOUTH 6TH STREET SUITE 1500MINNEAPOLISMN55402TRUSTEE000.00$0$0$0
DEBRA YAUK
60 SOUTH 6TH STREET SUITE 1500MINNEAPOLISMN55402TRUSTEE10.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$1,367TaxBasedOnInvestmentIncomeAmt
Total Tax$1,367TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$179,285ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$174,200ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$165,139ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$244,377ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$763,001TotalExcessDistributionCyovAmt
Total Corpus$763,001TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$179,285ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$583,716ExcessDistriCyovToNextYrAmt
Excess From Year4$174,200ExcessFromYear4Amt
Excess From Year3$165,139ExcessFromYear3Amt
Excess From Year1$244,377ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,409ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,679ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$77,553ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$113,641ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113,641TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPUBLICLY TRADED SECURITIESAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$426,025GrossSalesPriceAmt
Basis$348,472BasisAmt
Total Net$77,553TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLSFARGO BONDS$149,868$136,815
WELLSFARGO CERTIFICATES OF DEPOSIT$408,661$435,276

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO ACCOUNTStockNm
EOY Book Value$1,302,985EOYBookValueAmt
EOYFMV$1,542,033EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$181,958USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$166,266USGovtObligationsEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$2,750LegalFeesAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSESCategoryTxt
Amt$15,053Amt
Net Investment Income$15,053NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAX ON INVESTMENT INCOME$218$218
FOREIGN TAXES

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