Civic Intelligence

William Douglas Sutton Foundation

990PF • Fiscal year 2023 • EIN 20-5716699

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 28, 2024

Organization Profile
6909 Dakota TrlEdina, MN 55439

(952) 921-3994

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

156%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$1,664,945

Flat from 2023

Net Assets

$1,664,945

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin83rd percentile

Revenue

Flat

$187,736

Flat from 2023

Expenses

Flat

$119,527

Flat from 2023

Net Income

Flat

$68,209

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $890,134Liabilities 2011: $12011Assets 2012: $1,352,645Liabilities 2012: $12012Assets 2013: $1,384,333Liabilities 2013: $0Net Assets 2013: $1,384,3332013Assets 2014: $1,482,161Liabilities 2014: $0Net Assets 2014: $1,482,1612014Assets 2015: $1,547,526Liabilities 2015: $0Net Assets 2015: $1,547,5262015Assets 2016: $1,563,763Liabilities 2016: $0Net Assets 2016: $1,563,7632016Assets 2017: $1,558,363Liabilities 2017: $0Net Assets 2017: $1,558,3632017Assets 2018: $1,608,567Liabilities 2018: $0Net Assets 2018: $1,608,5672018Assets 2019: $1,661,340Liabilities 2019: $0Net Assets 2019: $1,661,3402019Assets 2020: $1,621,214Liabilities 2020: $0Net Assets 2020: $1,621,2142020Assets 2021: $1,894,094Liabilities 2021: $0Net Assets 2021: $1,894,0942021Assets 2022: $1,863,062Liabilities 2022: $0Net Assets 2022: $1,863,0622022Assets 2023: $1,664,945Liabilities 2023: $0Net Assets 2023: $1,664,9452023Assets 2023: $1,664,945Liabilities 2023: $12023Assets 2024: $1,643,257Liabilities 2024: $0Net Assets 2024: $1,643,2572024

Highlighted filing

2023

Assets$1,664,945
Liabilities$0
Net Assets$1,664,945
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $39,125Expenses 2011: $76,186Net Income 2011: -$37,0612011Revenue 2012: $567,807Expenses 2012: $66,271Net Income 2012: $501,5362012Revenue 2013: $95,595Expenses 2013: $63,907Net Income 2013: $31,6882013Revenue 2014: $153,859Expenses 2014: $56,031Net Income 2014: $97,8282014Revenue 2015: $146,642Expenses 2015: $81,277Net Income 2015: $65,3652015Revenue 2016: $96,529Expenses 2016: $80,292Net Income 2016: $16,2372016Revenue 2017: $77,135Expenses 2017: $82,535Net Income 2017: -$5,4002017Revenue 2018: $150,764Expenses 2018: $100,560Net Income 2018: $50,2042018Revenue 2019: $138,933Expenses 2019: $86,160Net Income 2019: $52,7732019Revenue 2020: $61,998Expenses 2020: $91,987Net Income 2020: -$29,9892020Revenue 2021: $371,837Expenses 2021: $99,567Net Income 2021: $272,2702021Revenue 2022: $73,404Expenses 2022: $111,754Net Income 2022: -$38,3502022Revenue 2023: $187,736Expenses 2023: $119,527Net Income 2023: $68,2092023Revenue 2023: $187,736Expenses 2023: $119,527Net Income 2023: $68,2092023Revenue 2024: $106,742Expenses 2024: $123,805Net Income 2024: -$17,0632024

Highlighted filing

2023

Revenue$187,736
Expenses$119,527
Net Income$68,209
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 28, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY BECKERTrustee-$0--
LAURA BECKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William Douglas Sutton Foundation
EIN
20-5716699
Phone
9529213994
Address
6909 DAKOTA TRL, EDINA, MN 55439

Signing Officer

Name
Terry Becker
Title
Trustee
Phone
9529213994
Signed
2024-06-28

Preparer

Firm
Cma Tax & Accounting Inc
Address
7900 XERXES AVE SOUTH STE 500, BLOOMINGTON, MN 55431
Preparer
David Senness
Phone
9528930107
Raw XML Appendix313 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN FEE
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0179066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1263703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2166535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3138207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt472416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt583557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt670000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7103233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt889859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt946189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1042643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1143243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1218772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1367494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1445000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1585776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1631649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1762997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0162097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1359985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2181214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3191956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt475221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt582841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt675505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt795752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt898696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt942563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1069458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1148351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12355242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1357002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1445235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1585776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1634623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1769442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PIMCO INCOME FD I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIRST EAGLE GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMG YACKTMAN FD I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMER FUNDS NEW WORLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4T ROWE PRICE MID-CAP GROWTH I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VANGUARD WELLESLEY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BOND FUND OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FIDELITY REAL ESTATE INC FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8EATON VANCE SHORT DR GVT IN I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9FIRST EAGLE OVERSEAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10EATON VANCE FLOATING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CALVERT ULTRA-SHORT DURATION INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BLACKROCK HIGH YIELD BOND FD SVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AMANA MUT FD TR GROWTH INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MAIRS AND POWER SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ALPS BOWN CAPITAL SMALL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16TEMPLETON GLOBAL TOTAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FEDERATED INSTL PRIME VALUE OBLIGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BOSTON SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EATON VANCE EM DEBT OPPORTUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20PARNASSUS MID CAP INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LORD ABBETT FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22SCHWAB FUNDS TREAS OBLIG MONEY INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23VANGUARD EXPLORER ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24RUNNING OAK EFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0URBAN LOAN II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt055306
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0124683
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07747
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0187736
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0187736
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0124683
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt055306
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt055306
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt068209
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0132581
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07747
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07747
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0124683
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0178234
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07302
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07302
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0119527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0187736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0187736
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09502
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0103973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0103973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0111871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TD AMERITRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0124683
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt068209
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0267834
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01508
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01932779
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01863062
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01664945
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt098817
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt098817
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt098817
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0101294
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02477
IRS990PF/DistributableAmountGrp/TotalTaxAmt02477
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0866
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02477
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02477
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02477
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01893
IRS990PF/FMVAssetsEOYAmt02185565
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010475
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt030018
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt030018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01825481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01610339
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02130959
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01863062
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01664945
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt027106
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024588
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024588
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01863062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01664945
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02185565
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01863062
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01664945
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01863062
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01664945
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02056732
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt084836
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01971896
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030851
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0101294
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02025881
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02056732
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TERRY BECKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURA BECKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08400 NORMANDALE LAKE BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18400 NORMANDALE LAKE BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SUITE 920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1SUITE 920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BLOOMIGNTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055437
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd155437
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0110000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0110000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LAURA BECKER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08400 NORMANDALE LAKE BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0SUITE 920
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLOOMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055437
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09529213994
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BRAIN CANCER & ALZHEIMERS' RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PEDIATRIC BRAIN TUMOR RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAYO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN'S CANCER RESEARCH FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 FIRST STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17301 OHMS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155439
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0110000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019888
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt090112
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt098817
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt078929
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt090112
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0243251
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1866
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2360
OtherDecreasesSchedule/OtherDecreasesDetail/Amt323357
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FUND TRACKING DIFFERENCES - BOSTON SCI
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1EST TAX PMT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc22022 EXT PMT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3TO RECONCILE CASH ACC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MINNESOTA REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01508
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07302
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADMINISTRATIVE SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07302
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY BECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09529213994
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM DOUGLAS SUTTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0205716699
ReturnHeader/Filer/PhoneNum09529213994
ReturnHeader/Filer/USAddress/AddressLine1Txt06909 DAKOTA TRL
ReturnHeader/Filer/USAddress/CityNm0EDINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055439
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411655635
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CMA TAX & ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07900 XERXES AVE SOUTH STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055431
ReturnHeader/PreparerPersonGrp/PhoneNum09528930107
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SENNESS
ReturnHeader/ReturnTs02024-07-22T10:20:51-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BECKER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,664,945
Liabilities
$0
Net assets
$1,664,945
Revenue
$187,736
Expenses
$119,527
Net income
$68,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.19$0.12$0.07
2023Summary only. Only limited summary data is available for this year.$1.66$0.00$0.19$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.07$0.11$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.37$0.10$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.14$0.09$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.15$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.08$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.10$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.15$0.08$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.15$0.06$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.06$0.03
2012Summary only. Only limited summary data is available for this year.$1.35$0.00$0.57$0.07$0.50
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.04$0.08$0.04