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MICHAEL AND BRITTANY REGER FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MICHAEL AND BRITTANY REGER FAMILY FOUNDATION (EIN 27-4434063)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-03
IRS object ID
201631559349100008
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)
Return2016-06-03T13:08:13-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Phone6517559504PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13565 FREDERICK STREETAddressLine1Txt
CityORONOCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55391ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL REGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6517559504PhoneNum
Signature2016-05-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARYGEN HOEHN REUTZELPreparerPersonNm
PTINP00071570PTIN
Phone9523452500PhoneNum
Preparation2016-05-19PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$718,227FMVAssetsEOYAmt
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$27InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$27TotalRevAndExpnssAmt
Total Net Invst Incm$27TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,590AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,590AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,615TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,615TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$167,690ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$167,690ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$169,305TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,615TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$167,690TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$169,278ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$340,980CashBOYAmt
Cash EOY$171,702CashEOYAmt
Cash EOYFMV$171,702CashEOYFMVAmt
Corporate Stock BOY$6,896,400CorporateStockBOYAmt
Corporate Stock EOY$6,896,400CorporateStockEOYAmt
Corporate Stock EOYFMV$546,525CorporateStockEOYFMVAmt
Total Assets BOY$7,237,380TotalAssetsBOYAmt
Total Assets EOY$7,068,102TotalAssetsEOYAmt
Total Assets EOYFMV$718,227TotalAssetsEOYFMVAmt
Loans From Officers BOY$6,103LoansFromOfficersBOYAmt
Loans From Officers EOY$6,103LoansFromOfficersEOYAmt
Total Liabilities BOY$6,103TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,103TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$7,231,277UnrestrictedBOYAmt
Unrestricted EOY$7,061,999UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$7,231,277TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,061,999TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,237,380TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,068,102TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,231,277TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$169,278ExcessRevenueOverExpensesAmt
Subtotal$7,061,999SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,061,999TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$327,700AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,164,357NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078692DistributionYr1Rt
Adjusted Qlfy Distri Yr2$297,200AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,710,102NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052048DistributionYr2Rt
Adjusted Qlfy Distri Yr3$162,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,071,174NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052749DistributionYr3Rt
Adjusted Qlfy Distri Yr4$81,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,793,221NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045449DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$1,791,764NetVlNoncharitableAssetsYr5Amt
Total Distribution0.228938TotalDistributionRt
Average Distribution0.057235AverageDistributionRt
Net Vl Noncharitable Assets$2,206,878NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$126,311AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$126,311AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$167,690QualifyingDistributionsAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRITTANY REGERIndividualWithBooksNm
Phone6517559504PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13565 FREDERICK STREETAddressLine1Txt
CityORONOCityNm
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

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
3565 FREDERICK STORONOMN55391DIRECTOR1.00$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$1,996,286AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$244,199AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,240,485TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,240,485AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,607CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,206,878NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,344MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,344MinimumInvestmentReturnAmt
Distributable Before Adj$110,344DistributableBeforeAdjAmt
Distributable Before Ded$110,344DistributableBeforeDedAmt
Distributable As Adjusted$110,344DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$167,690ExpensesAndContributionsAmt
Qualifying Distributions$167,690QualifyingDistributionsAmt
Adjusted Qualifying Distri$167,690AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,344DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$8,293ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$119,482ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$127,775TotalExcessDistributionCyovAmt
Qualifying Distributions$167,690QualifyingDistributionsAmt
Applied To Current Year$110,344AppliedToCurrentYearAmt
Remaining Distri From Corpus$57,346RemainingDistriFromCorpusAmt
Total Corpus$185,121TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$185,121ExcessDistriCyovToNextYrAmt
Excess From Year2$8,293ExcessFromYear2Amt
Excess From Year1$119,482ExcessFromYear1Amt
Excess From Current Year$57,346ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BOLDER OPTIONS
2100 STEVENS AVE 200MINNEAPOLISMN55404CHARITABLE$2,500
CAMP CAMBRIA FOUNDATION
1876 MINNEHAHA AVE WST PAULMN55104CHARITABLE$25,000
DWB MEMORIAL FOUNDATION
4711 SHADY OAK ROADHOPKINSMN55343CHARITABLE$3,000
FOLDS OF HONOR FOUNDATION
5800 N PATRIOT DROWASSOOK74055CHARITABLE$5,000
JDRF
26 BROADWAYNEW YORKNY10004CHARITABLE$1,000
MINNEAPOLIS INSTITUTE OF ART
2400 3RD AVE SMINNEAPOLISMN55404CHARITABLE$50,650
OPEN HANDS FOUNDATION
101 5TH STR E STE 2400ST PAULMN55101CHARITABLE$1,000
ORONO FOUNDATION FOR EDUCATION
POB 124MAPLE PLAINMN55359CHARITABLE$30,000
ORONO HS - OUTREACH AGAINST POWERTY
795 OLD CRYSTAL BAY RDLONG LAKEMN55356CHARITABLE$540
OUR LADY OF FLORIDA SPIRITUAL CENTE
1300 FL-5NORTH PALM BEACHFL33408CHARITABLE$1,000
PACER CENTER INC
8161 NORMANDALE BLVDMINNEAPOLISMN55437CHARITABLE$2,500
PATHWAYS TO CHILDREN
100 SECOND STR SE 1201MINNEAPOLISMN55414CHARITABLE$1,000
SMILE NETWORK
211 NORTH FIRST STREETMINNEAPOLISMN55401CHARITABLE$1,500STE 150
UNIVERSITY OF ST THOMAS
2115 SUMMIT AVEST PAULMN55105CHARITABLE$31,000
WALKER ART CENTER
1750 HENNEPIN AVEMINNEAPOLISMN55403CHARITABLE$10,000
WATCH
608 SECOND AVE SOUTH 465MINNEAPOLISMN55402CHARITABLE$1,000
WORLD OF LIFE MISSIONS
PO BOX 600SCHRONN LAKENY12870CHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$167,690TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27TotalIncomeProducingActyAmt

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)
CategoryCKCOCategoryTxt
Amt$1,590Amt
Net Investment Income$1,590NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
40,000 SHS NORTHERN OIL & GAS$921,600$154,400
1,576,700 SHS DAKOTA PLAINS$5,974,800$392,125

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonMICHAEL REGERLenderPersonNm
TitlePRESIDENTTitleTxt
Loan Original$2,322LoanOriginalAmt
Balance Due$6,103BalanceDueAmt
Repayment TermsDEMANDRepaymentTermsTxt
Loan PurposeEXPENSES PAID BEFORE CHECKING OPENLoanPurposeTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ANNUAL RENEWAL - MN$25$25
INVESTMENT FEES

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