OFFUTT FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
OFFUTT FAMILY FOUNDATION (EIN 26-6574983)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-04-07
IRS object ID
201210989349100501
Schema version
2011v1.2
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)
Timestamp2012-04-07T11:53:48-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN450250958EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14310 17TH AVE S PO BOX 2545AddressLine1
CityFARGOCity
StateNDState
ZIP Code581082545ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN266574983EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RONALD D OFFUTT FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRONANameControl
Phone7012376062Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 S 7TH STAddressLine1
CityFARGOCity
StateNDState
ZIP Code58103ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHOMAS K ESPELName
TitleTRUSTEE/ADMINISTRATORTitle
Phone7012376062Phone
Date Signed2012-04-02DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMELISSA WHITEName
PTINP00851284PTIN
Phone7012398500Phone
Date Prepared2012-04-02DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY45810FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss420854ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss51InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm51InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses420905TotalRevenueAndExpenses
Total Net Investment Income51TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss800AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps800AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss800TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps800TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss384822ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps384822ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss385622TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps385622TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses35283ExcessOfRevenueOverExpenses
Net Investment Income51NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY10527SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY45810SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV45810SavingsAndTempCashInvstEOYFMV
Total Assets BOY10527TotalAssetsBOY
Total Assets EOY45810TotalAssetsEOY
Total Assets EOYFMV45810TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY10527RetainedEarningsBOY
Retained Earnings EOY45810RetainedEarningsEOY
Total Net Assets BOY10527TotalNetAssetsBOY
Total Net Assets EOY45810TotalNetAssetsEOY
Total Liabilities Net Assets BOY10527TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY45810TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY10527TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses35283ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal45810Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY45810TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year120375QualifyingDistributionsYear1
Noncharitable Assets Year18688NoncharitableAssetsYear1
Distribution Ratio Year12.345189DistributionRatioYear1
Qualifying Distributions Year2350QualifyingDistributionsYear2
Noncharitable Assets Year29538NoncharitableAssetsYear2
Distribution Ratio Year20.036695DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year3269NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Total Distribution Ratio2.381884TotalDistributionRatio
Average Distribution Ratio0.793961AverageDistributionRatio
Net Noncharitable Assets45097NetNoncharitableAssets
Adjusted Noncharitable Assets35805AdjustedNoncharitableAssets
One Percent Net Investment Income1OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One35806AdjNonchrtblAssetsAndOnePct
Qualifying Distributions385622QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax1InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due1TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressNONEWebsiteAddress
Books In Care Of Person NameTHOMAS K ESPELBooksInCareOfPersonName
Books In Care Of Phone Number7015269656BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1700 SOUTH 7TH STREETAddressLine1
CityFARGOCity
StateNDState
ZIP Code58103ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RONALD D OFFUTT
700 S 7TH STFARGOND58103TRUSTEE0.10000
KAREN OFFUTT
700 S 7TH STFARGOND58103TRUSTEE0.10000
SHELLY NEAL
700 S 7TH STFARGOND58103TRUSTEE0.10000
RONDI MCGOVERN
700 S 7TH STFARGOND58103TRUSTEE0.10000
ALLAN F KNOLL
700 S 7TH STFARGOND58103TRUSTEE0.10000
THOMAS K ESPEL
700 S 7TH STFARGOND58103TRUSTEE/ADMINISTRATOR0.10000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances45784AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets45784TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets45784AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable687CashDeemedCharitable
Net Noncharitable Assets45097NetNoncharitableAssets
Minimum Investment Return2255MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return2255MinimumInvestmentReturn
Tax Based On Investment Income1TaxBasedOnInvestmentIncome
Total Tax1TotalTax
Distributable Amount Before Adj2254DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded2254DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted2254DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions385622ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions385622QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm1OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions385621AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted2254DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year119810ExcessDistriCarryoverYear1
Total Excess Distri Carryover19810TotalExcessDistriCarryover
Qualifying Distributions385622QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year2254AppliedToCurrentYear
Remaining Distri From Corpus383368RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus403178TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year403178ExcessDistriCyovToNextYear
Excess From Year119810ExcessFromYear1
Excess From Current Year383368ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerRONALD D OFFUTTContributingManager
Contributing ManagerKAREN OFFUTTContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST CMB 1087TACOMAWA98416NONEPUBLIC CHARITYCENTER FOR HEALTH$25,000
NORTHERN LIGHTS COUNCILBOY SCOUTS OF AMERICA
301 7TH ST SFARGOND58103NONEPUBLIC CHARITYBOY SCOUTS$30,000
RED WILLOW MINISTRIES
1651 JACOB DRBINFORDND58416NONEPUBLIC CHARITYCAMP MINISTRY$5,000
OAK GROVE LUTHERAN SCHOOL
124 N TERRACEFARGOND58102NONEPUBLIC CHARITYANNUAL FUND$200,000
OAK GROVE LUTHERAN SCHOOL
88 S TERRACEFARGOND58102NONEPUBLIC CHARITYSPRING GALA$1,000
EAND SYNOD & LUTHERAN CAMPUS
1703 32ND AVE SFARGOND58103NONEPUBLIC CHARITYGENERAL OPERATING$50,000
FARGO CATHOLIC SCHOOLS NETWORK
5600 25TH ST SFARGOND58104NONEPUBLIC CHARITYGENERAL OPERATING$38,322
WELLSPRING FOR THE WORLD
PO BOX 936PARK RAPIDSMN56470NONEPUBLIC CHARITYWELL$3,000
BROOTEN COMMUNITY FOUNDATION
147 CENTRAL AVE SBROOTENMN56316NONEPUBLIC CHARITYCOMMUNITY CENTER$5,000
FERGUS FALLS COMMUNITY ARENA
518 FRIBERG AVEFERGUS FALLSMN56537NONEPUBLIC CHARITYICE ARENA$25,000
MINNESOTA FFA FOUNDATION
PO BOX 118ROSEMOUNTMN55068NONEPUBLIC CHARITYFFA AG EDUCATION$1,000
FARGO CATHOLIC SCHOOLS NETWORKSHANLEY
5601 25TH ST SFARGOND58104NONEPUBLIC CHARITYSPORTS AUCTION$1,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year384822TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$51ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$51ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA51TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualRONALD D KAREN OFFUTTContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 7160AddressLine1
CityFARGOCity
StateNDState
ZIP Code581067160ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions420854AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategory
Amount$800Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps800DisbursementsCharitablePrps

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