Rjw Foundation in Excelsior, Minnesota (MN)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Rjw Foundation | |
| Employer Identification Number (EIN) | 411858383 |
| Name of Organization | Rjw Foundation |
| In Care of Name | Rodney M Wilson |
| Address | 20200 Lakeview Ave, Excelsior, MN 55331-9358 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,296,429 |
| Amount of Income | $854,936 |
| Form 990 Revenue Amount | $478,707 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $854,936 (it was $478,707 in 2011)
| This organization: | $854,936 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2012: $3,296,429 (it was $2,760,272 in 2011)
| This organization: | $3,296,429 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $321,647
| This organization: | $321,647 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 2.7
| Rjw Foundation: | 2.7 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 40.4%
| This organization: | 40.4% |
| Other organizations performing similar types of work: | 8.9% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $854,936 | $509,936 | $0 | |
| Contributions, gifts, grants, etc., received | $345,000 | |||
| Interest on savings and temporary cash investments | $44,157 | |||
| Dividends and interest from securities | $47,701 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $418,078 | |||
| Total expenses and disbursements | $321,647 | $63,056 | $110,178 | $148,413 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $173,234 | $63,056 | $0 | |
| Contributions, gifts, grants paid | $148,413 | |||
| Excess of revenue over expenses and disbursements | $533,289 | |||
| Net investment income | $446,880 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,296,429 | $3,296,429 |
| Cash - non-interest-bearing | $56,765 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,604,040 | |
| Other | $635,624 | |
| Total liabilities | $2,868 | |
| Mortgages and other notes payable | $0 | |
| Other | $2,868 | |
| Total liabilities and net assets/fund balances | $3,293,561 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $418,078 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $4,469 |
| Total credits and payments | $664 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $664 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $3,805 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| 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 |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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? | No |
| 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 |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 invest during the year any amount in a manner that would jeopardize its charitable purposes? | 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 |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,909,566 |
| Net value of noncharitable-use assets | $2,865,920 |
| Minimum investment return | $143,296 |
| Distributable Amount (for 2012) | |
| Distributable amount | $138,827 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $138,827 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| 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 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Bakken Family Wrc Foundation | 90 S 7th St Ste 5300, Minneapolis, MN 55402-4120 | MN | 1996-09 | $22,395,247 |
| 2 | Tankenoff Families Foundation | 2424 Kennedy St Ne, Minneapolis, MN 55413-2806 | MN | 1998-05 | $862,113 |
| 3 | Sauer Childrens Renew Foundation | PO BOX 9088, North St Paul, MN 55109-0088 | MN | 1997-08 | $577,902 |
| 4 | Walter W And Frances M Key Charitable Foundation | Us Banktrust Tax Services101 E, St Paul, MN 55101 | MN | 1998-03 | $433,808 |
| 5 | Windsor Community Foundation | 5500 Wells Fargo Ctr 90 S Seven, Minneapolis, MN 55402 | MN | 1998-09 | $138,429 |
| 6 | Smaby Family Foundation | 700 S 2nd St Apt 70, Minneapolis, MN 55401-2267 | MN | 1998-05 | $117,075 |
| 7 | The@marvin E And Miriam R Goldberg Foundation | 5049 Abbott Ave S, Minneapolis, MN 55410-2142 | MN | 1997-02 | $88,509 |
| 8 | Stephen And Teresa Dalsin Family Foundation | 11024 Glen Wilding Ln, Bloomington, MN 55431-4219 | MN | 1998-07 | $88,448 |
| 9 | Vinaya Foundation | 1660 South Highway 100 Parkdale, St Louis Park, MN 55416-1529 | MN | 1998-11 | $85,835 |
| 10 | Windibrow Foundation | 783 Boulder Dr, Orono, MN 55356-4508 | MN | 1997-02 | $44,310 |
| 11 | Slye Family Foundation | 3537 Edward St Ne, Minneapolis, MN 55418-1550 | MN | 1995-03 | $42,877 |
| 12 | The@david B Johnson Family Foundation | 5408 Stauder Cir, Edina, MN 55436-1043 | MN | 1997-02 | $34,063 |
| 13 | School District No 110 Foundation | 512 Industrial Blvd, Waconia, MN 55387-1742 | MN | 1998-09 | $32,649 |
| 14 | The@fred And Mary Boos Family Foundation | 470 Waycliffe Dr N, Wayzata, MN 55391-1384 | MN | 1997-07 | $27,741 |
| 15 | The First National Bank Of Bemidji Foundation | PO BOX 670, Bemidji, MN 56619-0670 | MN | 1995-05 | $21,561 |
| 16 | Sampson Foundation Inc | 6612 Gleason Terrace Ste 404, Edina, MN 55439-1131 | MN | 1997-12 | $10,000 |
| 17 | Ofc Of Ortonville Inc | 105 2nd St Nw, Ortonville, MN 56278-1408 | MN | 1997-10 | $5,300 |
| 18 | The Owasso Foundation | 3102 W Owasso Blvd, St Paul, MN 55113-2166 | MN | 1996-05 | $123 |
| 19 | The Lourdes And John Moore Foundation | 101 Main St Ne Ste 6, Minneapolis, MN 55413-4502 | MN | 1997-03 | $30 |
| 20 | Kaminski Family Foundation | 1660 South Hwy 100 No 100, St Louis Park, MN 55416 | MN | 1998-01 | $1 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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