Griffin & Yulia Ordway Family Charitable Tr, U S Bank National Association Ttee in St Paul, Minnesota (MN)

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Griffin & Yulia Ordway Family Charitable Tr, U S Bank National Association Ttee
Employer Identification Number (EIN)326331859
Name of OrganizationGriffin & Yulia Ordway Family Charitable Tr
Secondary NameU S Bank National Association Ttee
In Care of NameUs Bank National Association
Address101 East Fifth Street, St Paul, MN 55101-1860
SubsectionCharitable Organization
Ruling Date08/2014
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period03/2014
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$186,084
Amount of Income$186,947
Form 990 Revenue Amount$186,947
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2014: $186,947
This organization: 

 $186,947
Other organizations performing similar types of work: 

 $103,138

Assets in 2014: $186,084
Griffin & Yulia Ordway Family Charitable Tr, U S Bank National Association Ttee: 

 $186,084
Other organizations performing similar types of work: 

 $338,623

Expenses in 2014: $863
Griffin & Yulia Ordway Family Charitable Tr, U S Bank National Association Ttee: 

 $863
Other organizations performing similar types of work: 

 $46,867

Income to expenses ratio in 2014: 216.6
This organization: 

 216.6
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2014: 99.0%
Griffin & Yulia Ordway Family Charitable Tr, U S Bank National Association Ttee: 

 99.0%
Other organizations performing similar types of work: 

 79.6%

Financial snapshot for 2014 ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$186,947$1,945$0
Contributions, gifts, grants, etc., received$185,002
Interest on savings and temporary cash investments$7
Dividends and interest from securities$1,938
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$863$690$0$173
Compensation of officers, directors, trustees, etc.$863
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$863$690$173
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$186,084
Net investment income$1,255
Adjusted net income$0
Balance Sheets
2014
Book ValueFair Market Value
Total assets$186,084$493,623
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$2
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other assets$0
Total liabilities$0
Total liabilities and net assets/fund balances$186,084
Capital Gains and Losses for Tax on Investment Income
2014
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income
2014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$25
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$25
Overpayment$0
Amount to be credited to next year's estimated tax$0
Statements Regarding Activities
2014
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?Yes
Has the foundation filed a tax return on Form 990-T for this year?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?No
Did any persons become substantial contributors during the tax year?Yes
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
2014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
2014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$213,059
Net value of noncharitable-use assets$209,863
Minimum investment return$10,493
Distributable Amount
2014
Distributable amount$10,468
Undistributed Income
2014
Distributable amount for this year$10,468
Undistributed income for this year. This amount must be distributed in the next year$10,295
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$7$0
Dividends and interest from securities$1,938$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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IdNameAddressStateEstablishedTotal Income
1Agape Tou Abba Foundation10812 Chatham Ct N, Burnsville, MN 55337-1092MN2011-02$194,130,654
2Ghr Foundation10350 Bren Rd W, Minnetonka, MN 55343-9014MN2013-08$175,530,770
3Portland Tr IiPO BOX 64713, Saint Paul, MN 55164-0713MN2014-07$13,524,593
4George Frederick Jewett Foundation East30 7th St E Ste 2000, Saint Paul, MN 55101-4930MN2010-11$7,167,468
5Total Depth Foundation315 Manitoba Avenue, Wayzata, MN 55391-1659MN2010-02$7,075,664
6George F Jewett Foundation30 7th St E Ste 2000, Saint Paul, MN 55101-4930MN2010-11$6,448,080
7Youth Specialties3530 East 28th Street, Minneapolis, MN 55406-1765MN2011-09$5,380,501
8Trillium Family Foundation2424 Territorial Rd, St Paul, MN 55114-1506MN2001-10$4,710,428
9Bpjk Cleveland Family Foundation4520 Juneau Ln N, Plymouth, MN 55446-2116MN2013-01$3,795,671
10St Paul Travelers Connecticut Foundation Inc385 Washington St Mc510t, St Paul, MN 55102-1309MN2003-09$3,367,944
11Whaley Foundation1978 Summit Ave, Saint Paul, MN 55105-1460MN2000-12$2,414,968
12William O Lund Jr And Natalie C Lund Charitable FoundationC/O Gene C Olson Trustee 150 S, Minneapolis, MN 55402MN2007-08$2,274,645
13W Duncan Macmillan 2008 FoundationPO BOX 5628, Minneapolis, MN 55440-5628MN2010-04$2,226,446
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16The Mortenson Family Foundation700 Meadow Ln N, Minneapolis, MN 55422-4837MN2001-07$2,018,710
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Number of organizations performing similar types of work
Alaska9
Alabama199
Arkansas82
Arizona267
California2,351
Colorado400
Connecticut391
District of Columbia107
Delaware405
Florida1,490
Georgia455
Hawaii86
Iowa147
Idaho73
Illinois1,069
Indiana261
Kansas152
Kentucky147
Louisiana127
Massachusetts713
Maryland422
Maine67
Michigan549
Minnesota327
Missouri308
Mississippi56
Montana59
North Carolina649
North Dakota15
Nebraska126
New Hampshire66
New Jersey849
New Mexico78
Nevada194
New York2,454
Ohio628
Oklahoma223
Oregon179
Pennsylvania935
Rhode Island181
South Carolina141
South Dakota32
Tennessee192
Texas1,225
Utah217
Virginia452
Vermont36
Washington375
Wisconsin334
West Virginia49
Wyoming61
International38
Total20,448

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