ALBERT VICTOR RAVENHOLT FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT VICTOR RAVENHOLT FUND (EIN 80-0656106)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-08
- IRS object ID
- 202611599349100116
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-08T11:26:29-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MERCER ST STE E300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981193958 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800656106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT VICTOR RAVENHOLT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 6412102547 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ANN BOKELMAN 3652 GULL AVE | AddressLine1Txt |
| City | HANLONTOWN | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50444 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN BOKELMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6412102547 | PhoneNum |
| Signature | 2026-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARRIE R OXNEVAD CPA | PreparerPersonNm |
| PTIN | P01235115 | PTIN |
| Phone | 2062857242 | PhoneNum |
| Preparation | 2026-06-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,705,761 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $248,122 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $248,022 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,712 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,712 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $7,256 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $534,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,820,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $534,084 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $795,918 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $795,818 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,044 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $157 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $887 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,294 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,968 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,326 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,399 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,399 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,042 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,484 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $348 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,136 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,517 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,462 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,904 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $511,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $511,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $603,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $529,904 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $192,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $725,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,093 | CashBOYAmt |
| Cash EOY | $73,327 | CashEOYAmt |
| Cash EOYFMV | $73,327 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $777,675 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,314,517 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,314,517 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,802,141 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,322,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,734,389 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,370,476 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,478,010 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,570,260 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $20,804 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,268 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,268 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,009,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,201,257 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,705,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,009,189 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,201,257 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,009,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,201,257 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,009,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,201,257 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,009,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $192,068 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,201,257 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,201,257 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,818,704 | $1,286,239 | $532,465 | $532,465 | |
| BASIS ADJUSTMENT | $780 | $780 | $780 | ||
| CAPITAL GAINS DIVIDENDS | $839 | $839 | $839 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $534,084 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,669 | OverpaymentAmt |
| Applied To ES Tax | $5,669 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANN BOKELMAN | IndividualWithBooksNm |
| Phone | 6412102547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3652 GULL AVE | AddressLine1Txt |
| City | HANLONTOWN | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN BOKELMAN | ||||||||
| C/O ANN BOKELMAN 3652 GULL AVE | HANLONTOWN | IA | 50444 | PRESIDENT/DIRECTOR | 1.50 | $5,000 | $0 | $0 |
| ERIC NUSSLE | ||||||||
| C/O ANN BOKELMAN 3652 GULL AVE | HANLONTOWN | IA | 50444 | SEC/TREAS/DIR | 1.50 | $5,000 | $0 | $0 |
| JANE ELLINGSON | ||||||||
| C/O ANN BOKELMAN 3652 GULL AVE | HANLONTOWN | IA | 50444 | VICE PRESIDENT/DIR | 1.25 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,159,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,062,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,790 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,226,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,226,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,073,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $503,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $503,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,091 | TotalTaxAmt |
| Distributable Before Adj | $493,579 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $493,579 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $493,579 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $529,904 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $529,904 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $493,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $27,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $42,619 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,389 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $529,904 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $493,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,325 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,714 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,714 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $27,770 | ExcessFromYear3Amt |
| Excess From Year1 | $42,619 | ExcessFromYear1Amt |
| Excess From Current Year | $36,325 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANN BOKELMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3652 GULL AVE | AddressLine1Txt |
| City | HANLONTOWN | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6412102547 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTEE MUST BE RECOGNIZED BY THE IRS AS A SECTION 501(C)(3) ORGANIZATION AND FURTHER BE CLASSIFIED AS A PUBLIC CHARITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSISTING LIVES IN LAS VEGAS (ALLV) | |||||||
| 6446 W CHARLESTON BLVD | LAS VEGAS | NV | 89146 | N/A | PC | GENERAL SUPPORT | $5,000 |
| KINSHIP OF POLK COUNTY | |||||||
| 200 POLK COUNTY PLAZA SUITE 100 | BALSAM LAKE | WI | 58410 | N/A | PC | SUPPORT DELIVERY OF SERVICES TO TARGETED YOUTH IN POLK COUNTY, WISCONSIN | $10,000 |
| LUCK ALUMNI SCHOLARSHIP FOUNDATION INC | |||||||
| PO BOX 251 | LUCK | WI | 54853 | N/A | PC | ANNUAL SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | TO ESTABLISH THE ALBERT RAVENHOLT SCHOLARSHIP AT THE SCHOOL OF NURSING; THE GOAL IS TO SUPPORT UP TO FOUR RENEWABLE SCHOLARSHIPS, WITH PRIORITY GOING TO FIRST GENERATION COLLEGE STUDENTS, STUDENTS FROM RURAL AREAS, AND/OR STUDENTS FROM SINGLE PARENT HOMES | $200,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | ALBERT RAVENHOLT SCHOLARSHIP TO PROMOTE CRITICAL MEDICAL CARE IN RURAL AREAS OF MINNESOTA AND WISCONSIN BY FUNDING SCHOLARSHIPS AT THE UNIVERSITY OF MINNESOTA MEDICAL SCHOOL, DULUTH CAMPUS | $50,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | TO ESTABLISH THE ALBERT VICTOR RAVENHOLT SCHOLAR FELLOWSHIP IN CENTER FOR INFECTIOUS DISEASE RESEARCH AND POLICY | $50,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | ONE-TIME GRANT TO SUPPORT AMERICAN INDIAN/ALASKA NATIVE NURSES PURSUING DOCTORAL DEGREES THROUGH THE DOCTORAL EDUCATION PATHWAY | $50,000 |
| WASHINGTON APPLE EDUCATION FOUNDATION | |||||||
| 2900 EUCLID AVENUE | WENATCHEE | WA | 98801 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 641925 | PULLMAN | WA | 99164 | N/A | PC | TO ESTABLISH THE RAVENHOLT URBAN FOREST HEALTH LAB'S OUTREACH | $50,000 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 641925 | PULLMAN | WA | 99164 | N/A | PC | SUPPORT FOR THE REIMAGINE INDIANS INTO MEDICINE (RISE) SUMMER ACADEMY AT THE WSU ELSON S. FLOYD COLLEGE OF MEDICINE | $35,000 |
| WEST DENMARK LUTHERAN CHURCH | |||||||
| 2478 170TH ST | LUCK | WI | 54853 | N/A | PC | ONE-TIME GRANT TO SUPPORT THE WEST DENMARK WOODLAND SCHOOL | $15,000 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | N/A | PC | GENERAL SUPPORT | $10,000 |
| INTERFAITH CAREGIVERS OF POLK | |||||||
| PO BOX 833 2000 US HWY 8 SUITE 1 ST | CROIX FALLS | WI | 54024 | N/A | PC | GENERAL SUPPORT | $10,000 |
| NORTHWOODS HOMELESS SHELTERS | |||||||
| PO BOX 411 | AMERY | WI | 54001 | N/A | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $511,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LUCK ALUMNI SCHOLARSHIP FOUNDATION INC | |||||||
| PO BOX 251 | LUCK | WI | 54853 | N/A | PC | ANNUAL SCHOLARSHIPS | $10,000 |
| WASHINGTON APPLE EDUCATION FOUNDATION | |||||||
| 2900 EUCLID AVENUE | WENATCHEE | WA | 98801 | N/A | PC | GENERAL SUPPORT | $25,000 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 641925 | PULLMAN | WA | 99164 | N/A | PC | TO ESTABLISH THE RAVENHOLT URBAN FOREST HEALTH LAB'S OUTREACH | $100,000 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 641925 | PULLMAN | WA | 99164 | N/A | PC | SUPPORT FOR THE REIMAGINE INDIANS INTO MEDICINE (RISE) SUMMER ACADEMY AT THE WSU ELSON S. FLOYD COLLEGE OF MEDICINE | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,121 | ExclusionAmt |
| Related Or Exempt Function Incm | $100 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $7,256 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $534,084 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $789,461 | ExclusionAmt |
| Related Or Exempt Function Incm | $100 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $789,561 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | TAX EXEMPT INTEREST | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,294 | Amt |
| Net Investment Income | $6,968 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,326 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RW BAIRD (ADDITIONAL DETAIL AVAILABLE UPON REQUEST) | BondNm |
| EOY Book Value | $2,478,010 | EOYBookValueAmt |
| EOYFMV | $2,570,260 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RW BAIRD (ADDITIONAL DETAIL AVAILABLE UPON REQUEST) | $2,928,606 | $6,334,595 |
| RW BAIRD (ADDITIONAL DETAIL AVAILABLE UPON REQUEST) | $393,529 | $399,794 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,044 | LegalFeesAmt |
| Net Investment Income | $157 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $887 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID TAX | $142 | $1,416 | $1,416 |
| RECEIVABLE FROM TRUST | $20,662 | $10,696 | $10,696 |
| DIVIDEND RECEIVABLE | $0 | $1,156 | $1,156 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $41 | $4 | $37 |
| LICENSES & PERMITS | $20 | $2 | $18 |
| ALLOCATED EXPENSES | $6,456 | $6,456 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $49,399 | Amt |
| Net Investment Income | $49,399 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,042 | $1,042 | $0 |
| FEDERAL EXCISE TAX | $1,274 | $0 | $0 |
| FEDERAL ESTIMATED TAX | $2,796 | $0 | $0 |