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RICHARD BURY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
RICHARD BURY FOUNDATION INC (EIN 45-0544142)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-16
IRS object ID
202600759349100820
Schema version
2025v4.0
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)
Return2026-03-16T12:25:14-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-03-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUDE ANHELUKPreparerPersonNm
PTINP00939161PTIN
Phone6123397811PhoneNum
Preparation2026-03-05PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$519,369FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$62,041ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11,912InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,912InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$11,912InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$73,953TotalRevAndExpnssAmt
Total Net Invst Incm$11,912TotalNetInvstIncmAmt
Total Adj Net Incm$11,912TotalAdjNetIncmAmt
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$3,075AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,538AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,537AccountingFeesChrtblPrpsAmt
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$11,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,538TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,000TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,562TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$108,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$108,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$119,600TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,538TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,000TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$114,062TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,647ExcessRevenueOverExpensesAmt
Net Investment Income$6,374NetInvestmentIncomeAmt
Adjusted Net Income$3,912AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$409,374CashBOYAmt
Cash EOY$356,960CashEOYAmt
Cash EOYFMV$356,960CashEOYFMVAmt
Sav And Temp Cash Invst BOY$155,642SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$162,409SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$162,409SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$565,016TotalAssetsBOYAmt
Total Assets EOY$519,369TotalAssetsEOYAmt
Total Assets EOYFMV$519,369TotalAssetsEOYFMVAmt
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$565,016RetainedEarningBOYAmt
Retained Earning EOY$519,369RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$565,016TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$519,369TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$565,016TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$519,369TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$565,016TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,647ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$519,369SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$519,369TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$89InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$89SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$89TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$334EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$334TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$245OverpaymentAmt
Applied To ES Tax$245AppliedToESTaxAmt
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$263,086AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$263,086TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$263,086AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,946CashDeemedCharitableAmt
Net Vl Noncharitable Assets$259,140NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,957MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,957MinimumInvestmentReturnAmt
Tax Based On Investment Income$89TaxBasedOnInvestmentIncomeAmt
Total Tax$89TotalTaxAmt
Distributable Before Adj$12,868DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,868DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,868DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$114,062ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$114,062QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,868DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$31,842ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$34,856ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$46,395ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$102,266ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$121,924ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$337,283TotalExcessDistributionCyovAmt
Qualifying Distributions$114,062QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,868AppliedToCurrentYearAmt
Remaining Distri From Corpus$101,194RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$438,477TotalCorpusAmt
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$31,842ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$406,635ExcessDistriCyovToNextYrAmt
Excess From Year4$34,856ExcessFromYear4Amt
Excess From Year3$46,395ExcessFromYear3Amt
Excess From Year2$102,266ExcessFromYear2Amt
Excess From Year1$121,924ExcessFromYear1Amt
Excess From Current Year$101,194ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY GRACE LUTHERAN CHURCH
400 LINDEN STST PAULMN55110PCSOCIAL SERVICES$11,000
EDINA REALTY FOUNDATION
6800 FRANCE AVE S SUITE 600EDINAMN55435PCSOCIAL SERVICES$1,000
HIM4HER MINISTRIES
PO BOX 87CHANHASSENMN55317PCGENERAL SUPPORT$30,000
LAKE AREA DISCOVERY CENTER
41 E 1ST STWACONIAMN55387PCSOCIAL SERVICES$13,000
ONE COMMUNITY TABLE FLORIDA
320 SE FLORIDA STSTUARTFL34994PCSOCIAL SERVICES$2,000
OUR SAVIOR LUTHERAN CHURCH
23290 MN-7MINNETRISTAMN55331PCSOCIAL SERVICES$41,000
ST HUBERTS CATHOLIC
8201 MAIN STCHANHASSENMN55317PCSOCIAL SERVICES$7,500
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306PCSOCIAL SERVICES$1,000
HOPE CHEST FOR BREAST CANCER FOUNDATION
3850 SHORELINE DRIVE SOUTHWAYZATAMN55391PCSOCIAL SERVICES$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$108,500TotalGrantOrContriPdDurYrAmt
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$11,912ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,912ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,912TotalIncomeProducingActyAmt

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$3,075Amt
Net Investment Income$1,538NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,537DisbursementsCharitablePrpsAmt

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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