BOYD FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BOYD FAMILY FOUNDATION (EIN 65-6237736)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-07-11
IRS object ID
201221939349100207
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)
Timestamp2012-07-11T14:44:24-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1RAPACKI & COMPANY PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16800 FRANCE AVE STE 120AddressLine1
CityEDINACity
StateMNState
ZIP Code55435ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN656237736EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BOYD FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOYDNameControl
Phone5159614238Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1802 WEST DETROIT AVENUEAddressLine1
CityINDIANOLACity
StateIAState
ZIP Code50125ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameVIRGINIA STOVERName
TitlePRESIDENTTitle
Phone5159614238Phone
Date Signed2012-07-09DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH L RAPACKI JR CPAName
Phone9529455011Phone
Date Prepared2012-07-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY0FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss3056InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3056InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss5283DividendsRevAndExpnss
Dividends Net Invst Incm5283DividendsNetInvstIncm
Total Revenue And Expenses8339TotalRevenueAndExpenses
Total Net Investment Income8339TotalNetInvestmentIncome
Accounting Fees Rev And Expnss640AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm640AccountingFeesNetInvstIncm
Trav Conf Meeting Rev And Expnss2432TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm2432TravConfMeetingNetInvstIncm
Tot Opr Expenses Rev And Expnss3072TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm3072TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss9000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps9000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss12072TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm3072TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps9000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-3733ExcessOfRevenueOverExpenses
Net Investment Income5267NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY67510SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY25261SavingsAndTempCashInvstEOY
Investments Govt Oblig BOY42445InvestmentsGovtObligBOY
Investments Govt Oblig EOY32157InvestmentsGovtObligEOY
Investments Corp Stock BOY167725InvestmentsCorpStockBOY
Investments Corp Stock EOY217023InvestmentsCorpStockEOY
Investments Corp Bonds BOY25643InvestmentsCorpBondsBOY
Investments Corp Bonds EOY25149InvestmentsCorpBondsEOY
Total Assets BOY303323TotalAssetsBOY
Total Assets EOY299590TotalAssetsEOY
Total Assets EOYFMV0TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY303323UnrestrictedBOY
Unrestricted EOY299590UnrestrictedEOY
Total Net Assets BOY303323TotalNetAssetsBOY
Total Net Assets EOY299590TotalNetAssetsEOY
Total Liabilities Net Assets BOY303323TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY299590TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY303323TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-3733ExcessOfRevenueOverExpenses
Subtotal299590Subtotal
Total Net Assets Fund Balances EOY299590TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year127055QualifyingDistributionsYear1
Noncharitable Assets Year1279741NoncharitableAssetsYear1
Distribution Ratio Year10.096714DistributionRatioYear1
Qualifying Distributions Year24000QualifyingDistributionsYear2
Noncharitable Assets Year2293971NoncharitableAssetsYear2
Distribution Ratio Year20.013607DistributionRatioYear2
Noncharitable Assets Year3323967NoncharitableAssetsYear3
Total Distribution Ratio0.110321TotalDistributionRatio
Average Distribution Ratio0.055161AverageDistributionRatio
Net Noncharitable Assets246250NetNoncharitableAssets
Adjusted Noncharitable Assets13583AdjustedNoncharitableAssets
One Percent Net Investment Income53OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One13636AdjNonchrtblAssetsAndOnePct
Qualifying Distributions9000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax105InvestmentIncomeExciseTax
Subtotal105Subtotal
Tax Based On Investment Income105TaxBasedOnInvestmentIncome
Tax Due105TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
Private Operating FoundationtruePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameVIRGINIA STOVERBooksInCareOfPersonName
Books In Care Of Phone Number5153602946BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1802 WEST DETROIT AVENUEAddressLine1
CityINDIANOLACity
StateIAState
ZIP Code50125ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
VIRGINA STOVER
802 W DETROITINDIANOLAIA50125PRESIDENT1.00000
MARY BAHRS
10004 THORNWOODKENSINGTONMD20895TRUSTEE1.00000
JANE GRANDUSKY
7340 PIONEER ROADWEST PALM BEACHFL33401TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE ORGANIZATION GAVE FUNDS TO SEVERAL CHURCHES WITH NO RESTRICTIONS AS HOW THE FUNDS MAY BE USED.Description1
Expenses16850Expenses1
Description2THE ORGANIZATION GAVE FUNDS TO A COLLEGE FOR EDUCATIONAL PURPOSES.Description2
Expenses21150Expenses2
Description3LOCAL IA CHARITIESDescription3
Expenses31000Expenses3

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities200000AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances25000AvgMonthlyCashBalances
FMV All Other Noncharitable Assets25000FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets250000TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets250000AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3750CashDeemedCharitable
Net Noncharitable Assets246250NetNoncharitableAssets
Minimum Investment Return12313MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions9000ExpensesAndContributions
Qualifying Distributions9000QualifyingDistributions
Adj Qualifying Distributions9000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Qualifying Distributions9000QualifyingDistributions
Remaining Distri From Corpus9000RemainingDistriFromCorpus
Total Corpus9000TotalCorpus

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year26105Year2
Year39142Year3
Total15247Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Year25189Year2
Year37771Year3
Total12960Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year9000CurrentYear
Year127111Year1
Year24000Year2
Total40111Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year9000CurrentYear
Year127111Year1
Year24000Year2
Total40111Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Current Year8209CurrentYear
Year19325Year1
Year29799Year2
Year310799Year3
Total38132Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BEST UNITED
10010 FERNWOOD RD10010 FERNWOOD RDBETHESDAMD20817NONPROFITRELIGIOUS$2,350
UNION CONGREGATIONAL
5088 SUMMIT BOULEVARD5088 SUMMIT BOULEVARDWEST PALM BEACHFL33415NONPROFITRELIGIOUS$3,000
UNION CONGREGATIONAL
5088 SUMMITT BOULEVARD5088 SUMMIT BOULEVARDWEST PALM BEACHFL33415NONPROFITRELIGIOUS$1,000
CROSSROADS UNITED
P O BOX 811P O BOX 811INDIANOLAIA50125NONPROFITRELIGIOUS$500
SIMPSON COLLEGE
701 N C STREET701 NC STINDIANOLAIA50125NONPROFITEDUCATION$1,000
GREENWOOD CEMETERY
ANKENYANKENYANKENYIA50021NONPROFITCOMMUNITY$500
IOWA BARN FOUNDATION
P O BOX 436P O BOX 436NEVADAIA50201NONPROFITCOMMUNITY$500
ALPHA CHI OMEGA
INDIANAPOLISINDIANAPOLISINDIANAPOLISIN46201NONPROFITCOMMUNITY$150
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year9000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,056ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5,283ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$8,339ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA8339TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$640Amount
Net Investment Income640NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

VIRGINA STOVER
MARY BAHRS
JANE GRANDUSKY

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondBONDSNameOfBond
EOY Book Value25149EOYBookValue

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (58 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValue
BLACK ROCK
EXXON
IBM
CHEVRON
EXPRESS SCRIPTS
OCCIDENTAL
DISNEY
ACCENTURE
HP
JOHNSON AND JOHNSON
CHUBB
TRAVELERS
MCDONALDS
GAP
PFIZER
CA INC
BMC SOFTWARE
CSX
ESTTE LAUDER
QWEST
WESTERN DIGITAL
MEDCO HEALTH
BEST BUY
HUMANA
RAYTHEON
METLIFE
CAPITAL ONE
KROGER
L3 COMMUNCIATIONS
ROCKWELL
JUNIPER
MCKESSON
SAFEWAY
SOUTHERN COPPER
MICROSOFT
GENERAL MILLS
AETNA
HONEYWELL
HEINZ
INTER PAPER
KLA INSTR CORP
WELLPOINT
APPLIED MATERIALS
FOREST LABS
LOCKHEED
PRUDENTIAL
OWNES ILL
XL CAPITAL
GOLDMAN SACHS
VALERO
GENERAL ELECTRIC
SUNOCO
JANUS
NRG ENERGY
CENOVUS
ENCANA
HARTFORD FINL SVCS
TOTALSN217023

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value32157USGovtSecuritiesEOYBookValue

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