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RICHARD BURY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RICHARD BURY FOUNDATION INC (EIN 45-0544142)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-03-19
IRS object ID
202500789349100215
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)
Return2025-03-19T13:37:04-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341873282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1222 SOUTH 9TH STREET SUITE 1000AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450544142EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD BURY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBURYBusinessNameControlTxt
Phone6127182425PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17271 KURVERS POINT ROADAddressLine1Txt
CityCHANHASSENCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55317ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA CARLSONPersonNm
Person TitleBOARD MEMBERPersonTitleTxt
Phone6127182425PhoneNum
Signature2025-03-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUDE ANHELUKPreparerPersonNm
PTINP00939161PTIN
Phone6123397811PhoneNum
Preparation2025-03-10PreparationDt
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$565,016FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$546,839ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,512InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,512InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,512InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$554,351TotalRevAndExpnssAmt
Total Net Invst Incm$7,512TotalNetInvstIncmAmt
Total Adj Net Incm$7,512TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$8,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$8,000CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$4,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,238AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,119AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,119AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,263TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,119TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,000TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,144TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$124,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$124,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$134,263TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,119TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,000TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$129,144TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$420,088ExcessRevenueOverExpensesAmt
Net Investment Income$2,393NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$144,928CashBOYAmt
Cash EOY$409,374CashEOYAmt
Cash EOYFMV$409,374CashEOYFMVAmt
Sav And Temp Cash Invst EOY$155,642SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$155,642SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$144,928TotalAssetsBOYAmt
Total Assets EOY$565,016TotalAssetsEOYAmt
Total Assets EOYFMV$565,016TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$144,928RetainedEarningBOYAmt
Retained Earning EOY$565,016RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$144,928TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$565,016TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$144,928TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$565,016TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$144,928TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$420,088ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$565,016SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$565,016TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$33InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$33SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$367EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$367TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$334OverpaymentAmt
Applied To ES Tax$334AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SANDRA CARLSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6126192074PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17121 KURVERS POINT ROADAddressLine1Txt
CityCHANHASSENCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55317ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BLAIR BURY
5753 HWY 85 N 8114CRESTVIEWFL32536BOARD MEMBER1.00$2,000$0$0
BEVERLY SYLVESTRE
7676 TURNER ROADMAPLE PLAINMN55359BOARD MEMBER1.00$2,000$0$0
ROBIN BURY POSUSTA
5605 COUNTY ROAD 4MINNETONKAMN55345BOARD MEMBER1.00$2,000$0$0
SANDRA A CARLSON
7271 KURVERS POINT ROADCHANHASSENMN55317BOARD MEMBER1.00$2,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$147,278AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$147,278TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$147,278AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,209CashDeemedCharitableAmt
Net Vl Noncharitable Assets$145,069NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,253MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,253MinimumInvestmentReturnAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Total Tax$33TotalTaxAmt
Distributable Before Adj$7,220DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,220DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,220DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$129,144ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$129,144QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,220DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,337ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,842ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34,856ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,395ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$102,266ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$222,696TotalExcessDistributionCyovAmt
Qualifying Distributions$129,144QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,220AppliedToCurrentYearAmt
Remaining Distri From Corpus$121,924RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$344,620TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,337ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$337,283ExcessDistriCyovToNextYrAmt
Excess From Year4$31,842ExcessFromYear4Amt
Excess From Year3$34,856ExcessFromYear3Amt
Excess From Year2$46,395ExcessFromYear2Amt
Excess From Year1$102,266ExcessFromYear1Amt
Excess From Current Year$121,924ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EDINA REALTY FOUNDATION
6800 FRANCE AVE S SUITE 600EDINAMN55435501 (C) (3)SOCIAL SERVICES$1,000
HIM4HER MINISTRIES
PO BOX 87CHANHASSENMN55317501 (C) (3)GENERAL SUPPORT$26,000
LAKE AREA DISCOVERY CENTER
41 E 1ST STWACONIAMN55387501 (C) (3)SOCIAL SERVICES$20,000
ONE COMMUNITY TABLE FLORIDA
320 SE FLORIDA STSTUARTFL34994501 (C) (3)SOCIAL SERVICES$3,000
OUR SAVIOR LUTHERAN CHURCH
23290 MN-7MINNETRISTAMN55331501 (C) (3)SOCIAL SERVICES$30,000
SECONDHAND HOUNDS
5959 BAKER ROAD 390MINNETONKAMN55345501 (C) (3)SOCIAL SERVICES$7,000
ST HUBERTS CATHOLIC
8201 MAIN STCHANHASSENMN55317501 (C) (3)SOCIAL SERVICES$7,500
WESTWOOD COMMUNITY CHURCH
3121 WESTWOOD DREXCELSIORMN55331501 (C) (3)SOCIAL SERVICES$1,000
CHASES WARRIOR FOUNDATION
3466 FALCON CIRCLE NWPRIOR LAKEMN55372501 (C) (3)SOCIAL SERVICES$10,000
COMMUNITY GRACE LUTHERAN CHURCH
400 LINDEN STST PAULMN55110501 (C) (3)SOCIAL SERVICES$14,500
NEVER SURRENDER INC
4894 MILLER TRUNK HWYHERMANTOWNMN55811501 (C) (3)SOCIAL SERVICES$1,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306501 (C) (3)SOCIAL SERVICES$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$124,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,512ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,512ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,512TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,238Amt
Net Investment Income$1,119NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,119DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescREGISTRATION AND FILING FEESDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

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