RHY CHARITABLE TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
RHY CHARITABLE TR (EIN 38-6869248)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202631359349102413
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)
Return2026-05-15T11:29:33-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410971937PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREDRIKSON & BYRON PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 S 6TH ST STE 1500AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554024443ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN386869248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RHY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRHYCBusinessNameControlTxt
Phone6124927000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 SOUTH SIXTH STREET SUITE 1500AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBRA YAUKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6124927000PhoneNum
Signature2026-05-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L NELSONPreparerPersonNm
PTINP01370507PTIN
Phone6124927000PhoneNum
Preparation2026-05-14PreparationDt
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$2,386,804FMVAssetsEOYAmt
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$11,271InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,271InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,524DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,524DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$44,904NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$688,686GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$44,904CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$80,699TotalRevAndExpnssAmt
Total Net Invst Incm$80,699TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,000CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$15,791OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,791OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,367TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,367TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$42,158TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,158TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$164,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$164,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$206,158TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,158TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$164,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$125,459ExcessRevenueOverExpensesAmt
Net Investment Income$63,541NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$47,027SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$208,801SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$208,801SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$181,958USGovernmentObligationsBOYAmt
US Government Obligations EOY$165,155USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$167,037USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,302,985CorporateStockBOYAmt
Corporate Stock EOY$1,219,617CorporateStockEOYAmt
Corporate Stock EOYFMV$1,641,277CorporateStockEOYFMVAmt
Corporate Bonds BOY$558,529CorporateBondsBOYAmt
Corporate Bonds EOY$371,467CorporateBondsEOYAmt
Corporate Bonds EOYFMV$369,689CorporateBondsEOYFMVAmt
Total Assets BOY$2,090,499TotalAssetsBOYAmt
Total Assets EOY$1,965,040TotalAssetsEOYAmt
Total Assets EOYFMV$2,386,804TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,090,499NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,965,040NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,090,499TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,965,040TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,090,499TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,965,040TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,090,499TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$125,459ExcessRevenueOverExpensesAmt
Subtotal$1,965,040SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,965,040TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$44,904CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$883InvestmentIncomeExciseTaxAmt
Subtotal$883SubtotalAmt
Tax Based On Investment Income$883TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$46EsPenaltyAmt
Tax Due$929TaxDueAmt

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 ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN NELSONIndividualWithBooksNm
Phone6124927000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 SOUTH SIXTH STREETAddressLine1Txt
Address Line2SUITE 1500AddressLine2Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT H YAUK
60 SOUTH 6TH STREET SUITE 1500MINNEAPOLISMN55402TRUSTEE000.00$0$0$0
DEBRA YAUK
60 SOUTH 6TH STREET SUITE 1500MINNEAPOLISMN55402TRUSTEE10.00$25,000$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$179,011AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,185,121AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,364,132TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,364,132AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,462CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,328,670NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,434MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,434MinimumInvestmentReturnAmt
Tax Based On Investment Income$883TaxBasedOnInvestmentIncomeAmt
Total Tax$883TotalTaxAmt
Distributable Before Adj$115,551DistributableBeforeAdjAmt
Distributable Before Ded$115,551DistributableBeforeDedAmt
Distributable As Adjusted$115,551DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$164,000ExpensesAndContributionsAmt
Qualifying Distributions$164,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$115,551DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$174,200ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$165,139ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$244,377ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$583,716TotalExcessDistributionCyovAmt
Qualifying Distributions$164,000QualifyingDistributionsAmt
Applied To Current Year$115,551AppliedToCurrentYearAmt
Remaining Distri From Corpus$48,449RemainingDistriFromCorpusAmt
Total Corpus$632,165TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$174,200ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$457,965ExcessDistriCyovToNextYrAmt
Excess From Year4$165,139ExcessFromYear4Amt
Excess From Year2$244,377ExcessFromYear2Amt
Excess From Current Year$48,449ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MN FRATERNAL ORDER OF POLICE
FOUNDATIONPO BOX 270026GOLDEN VALLEYMN55427NONEPCGENERAL USE OF CHARITY$14,000
BARB'S DOG RESCUE
PO BOX 215LUKEVILLEAZ85341NONEPCGENERAL USE OF CHARITY$50,000
MAYO CLINIC DEPT OF DEVELOPMENT
200 FIRST ST SWROCHESTERMN55905NONEPCGENERAL USE OF CHARITY$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$164,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,271ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,524ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$44,904ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$80,699ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$80,699TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPUBLICLY TRADED SECURITIESAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$688,686GrossSalesPriceAmt
Basis$643,782BasisAmt
Total Net$44,904TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLSFARGO BONDS$147,664$148,884
WELLSFARGO CERTIFICATES OF DEPOSIT$223,803$220,805

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO ACCOUNTStockNm
EOY Book Value$1,219,617EOYBookValueAmt
EOYFMV$1,641,277EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$165,155USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$167,037USGovtObligationsEOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSESCategoryTxt
Amt$15,791Amt
Net Investment Income$15,791NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAX ON INVESTMENT INCOME$1,367$1,367
FOREIGN TAXES

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