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RHY CHARITABLE TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
RHY CHARITABLE TR (EIN 38-6869248)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-09-15
IRS object ID
201612599349100121
Schema version
2015v2.1
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)
Return2016-09-15T03:17:47-00:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 South Sixth Street 4000AddressLine1Txt
CityMplsCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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 Room 4000AddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDebbie YaukPersonNm
Person TitleTrusteePersonTitleTxt
Signature2016-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn L NelsonPreparerPersonNm
Phone6124927000PhoneNum
Preparation2016-09-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,926,674FMVAssetsEOYAmt
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$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,253DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,378DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,276TotalRevAndExpnssAmt
Total Net Invst Incm$28,401TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$5,000LegalFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$30,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$135,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$105,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$99,724ExcessRevenueOverExpensesAmt
Net Investment Income$28,401NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$192,608SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$145,934SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$145,934SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$691,930USGovernmentObligationsBOYAmt
US Government Obligations EOY$666,061USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$624,545USGovtObligationsEOYFMVAmt
Corporate Stock BOY$918,654CorporateStockBOYAmt
Corporate Stock EOY$876,581CorporateStockEOYAmt
Corporate Stock EOYFMV$821,943CorporateStockEOYFMVAmt
Corporate Bonds BOY$341,579CorporateBondsBOYAmt
Corporate Bonds EOY$356,471CorporateBondsEOYAmt
Corporate Bonds EOYFMV$334,252CorporateBondsEOYFMVAmt
Total Assets BOY$2,144,771TotalAssetsBOYAmt
Total Assets EOY$2,045,047TotalAssetsEOYAmt
Total Assets EOYFMV$1,926,674TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,144,771UnrestrictedBOYAmt
Unrestricted EOY$2,045,047UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,144,771TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,045,047TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,144,771TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,045,047TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,144,771TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$99,724ExcessRevenueOverExpensesAmt
Subtotal$2,045,047SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,045,047TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$93,833AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,108,038NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.044512DistributionYr1Rt
Adjusted Qlfy Distri Yr2$85,874AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,867,887NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.045974DistributionYr2Rt
Adjusted Qlfy Distri Yr3$72,874AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,727,705NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.042180DistributionYr3Rt
Adjusted Qlfy Distri Yr4$56,351AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,471,182NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.038303DistributionYr4Rt
Adjusted Qlfy Distri Yr5$35,863AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,135,207NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.031592DistributionYr5Rt
Total Distribution000.202561TotalDistributionRt
Average Distribution000.040512AverageDistributionRt
Net Vl Noncharitable Assets$1,897,773NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$76,883AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$284NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$77,167AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$284InvestmentIncomeExciseTaxAmt
Subtotal$284SubtotalAmt
Tax Based On Investment Income$284TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$284AppliedToEsTaxAmt
Total Payments And Credits$284TotalPaymentsAndCreditsAmt
Original Return Tax Paid$284OriginalReturnTaxPaidAmt

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
Individual With BooksJohn NelsonIndividualWithBooksNm
Phone6124927000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 South Sixth Street Suite 4000AddressLine1Txt
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Robert H Yauk
200 S 6th Street Suite 4000MinneapolisMN55402Trustee000.00$0
Debbie Yauk
200 S 6th Street Suite 4000MinneapolisMN55402Trustee010.00$25,000

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$1,780,740AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$145,933AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,926,673TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,926,673AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,900CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,897,773NetVlNoncharitableAssetsAmt
Minimum Investment Return$94,889MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$94,889MinimumInvestmentReturnAmt
Tax Based On Investment Income$284TaxBasedOnInvestmentIncomeAmt
Total Tax$284TotalTaxAmt
Distributable Before Adj$94,605DistributableBeforeAdjAmt
Distributable Before Ded$94,605DistributableBeforeDedAmt
Distributable As Adjusted$94,605DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$105,000ExpensesAndContributionsAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$284PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$104,716AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,605DistributableAsAdjustedAmt
Undistributed Income PY$104,465UndistributedIncomePYAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt
Applied To Year1$104,465AppliedToYear1Amt
Applied To Current Year$535AppliedToCurrentYearAmt
Undistributed Income CY$94,070UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Luke's Wings
1054 31st Street NW Suite 540WashingtonDC20007PCGeneral use of charity$35,000
The Independence Fund Inc
32379 Collection Center DrChicagoIL60693PCGeneral use of charity$35,000
Minnesota Military Family Foundation
620 Mendelssohn Ave NGolden ValleyMN55427PCGeneral use of charity$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,253ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$35,276ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,276TotalIncomeProducingActyAmt

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

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondWells Fargo AccountBondNm
EOY Book Value$356,471EOYBookValueAmt
EOYFMV$334,252EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWells Fargo AccountStockNm
EOY Book Value$876,581EOYBookValueAmt
EOYFMV$821,943EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$666,061StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$624,545StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFredrikson ByronCategoryTxt
Legal Fees$5,000LegalFeesAmt

Taxes Schedule TaxesSchedule

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