RENEE REBECCA AND RICHARD ELMEN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RENEE REBECCA AND RICHARD ELMEN FOUNDATION (EIN 46-0451639)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202401279349102705
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T12:29:56-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460452856 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A & F RENTALL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 5103 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460451639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE REBECCA AND RICHARD ELMEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
| Phone | 6053381800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 RIDGEVIEW WAY | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J ELMEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6053381800 | PhoneNum |
| Signature | 2024-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | ELMEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J WHALEN | PreparerPersonNm |
| PTIN | P01291439 | PTIN |
| Phone | 6053381800 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $937,484 | 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 | $47,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,389 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $47,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,389 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,441 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,441 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,510 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,422 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,422 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,932 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,948 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,276 | CashBOYAmt |
| Cash EOY | $5,278 | CashEOYAmt |
| Cash EOYFMV | $5,278 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $328,990 | CorporateStockBOYAmt |
| Corporate Stock EOY | $328,900 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $670,997 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $393,957 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $402,061 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $261,209 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $737,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $736,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $937,484 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $737,223 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $736,239 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $737,223 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $736,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $737,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $736,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $737,223 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$984 | ExcessRevenueOverExpensesAmt |
| Subtotal | $736,239 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $736,239 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $639 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $720 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$720 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $80 | OverpaymentAmt |
| Applied To ES Tax | $80 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD ELMEN | IndividualWithBooksNm |
| Phone | 6053381800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 RIDGEVIEW WAY | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD ELMEN | ||||||||
| 2603 S RIDGEVIEW WAY | FALLS | SD | 57105 | PRES/TREA | 5.00 | $6,000 | $0 | $0 |
| CONNIE RENEE ELMEN | ||||||||
| 6903 AINSDALE COURT | RAPID CITY | SD | 57702 | VP/SEC | 1.00 | $0 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $946,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $946,947 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $946,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $932,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $639 | TotalTaxAmt |
| Distributable Before Adj | $45,998 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,998 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,998 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,932 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $46,932 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,998 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,891 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,932 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,891 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $41 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $41 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $41 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $45,957 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PHELPS COUNTY SENIOR CTR | ||||||
| 416 GARFIELD | HOLDREGE | NE | 68949 | PUBLICCHARITY | OPERATING SUPPORT | $50 |
| SO DAK SPORTSMEN AGAINST HUNGER | ||||||
| PO BOX 1172 | PIERRE | SD | 57501 | PUBLICCHARITY | OPERATING SUPPORT | $2,000 |
| AUGUSTANA COLLEGE | ||||||
| 2001 S SUMMIT AVE | SIOUX | SD | 57197 | 501(c)3 | SCHOLARSHIPS | $2,000 |
| SIOUX FALLS CATHOLIC SCHOOLS | ||||||
| 3100 W 41ST | SIOUX FALLS | SD | 57105 | PUBLICCHARITY | OPERATING SUPPORT | $1,000 |
| GEORGE MASON UNIVERSITY FDN | ||||||
| 4400 UNVERSITY DRIVE MS 1 A3 | FAIRFAX | VA | 22030 | 501(c)3PUBLICCHAITY | OPERATING | $200 |
| SANFORD HEALTH FDN | ||||||
| 1305 W 18TH ST | SIOUX FALLS | SD | 57117 | 501(c)3PUBLIC CHARIT | OPERATING | $250 |
| SIOUX FALLS CATHOLIC SCHOOLS | ||||||
| 3100 W 41ST | SIOUX FALLS | SD | 57105 | 501(c)3PUBLICCHARITY | TEACHER SALARIES | $3,000 |
| HUMANE SOC FOR SW WASHIGTON | ||||||
| 1100 NE 192ND AVE | VANCOUVER | WA | 98684 | 501(c)3PUBLICCHARITY | OPERATING | $5,000 |
| THE STUTTERING FOUNDATION | ||||||
| 1805 MORIAH WOODS BLVD STE 3 | MEMPHIS | TN | 38117 | PUBLICCHARITY501(c)3 | OPERATING | $2,000 |
| PAWS FOR PURPLE HEARTS | ||||||
| 10201 OLD REDWOOD HIGHWAY | PENNGROVE | CA | 94951 | 501(c) | OPERATING | $500 |
| SAINT MARY SCHOOL | ||||||
| 2001 S 5TH AVE | SIOUX FALLS | SD | 57105 | PUBLICCHARITY501(c) | OPERATING | $1,000 |
| SIOUX FALLS HUMANE SOCIETY | ||||||
| 3720 E BENSON RD | SIOUX FALLS | SD | 57104 | 501(c)3 | OPERATING SUPPORT | $7,140 |
| CLARE BOOTHE LUCE POLICY INST | ||||||
| 112 ELDEN STREET SUITE P | HERNDON | VA | 20170 | 501(c)3 | OPERATING | $300 |
| DOVE LEWIS ER & ICU ANIMAL HOSP | ||||||
| 1945 NW PETTY GROVE ST | PORTLAND | OR | 97209 | 501(c)3 | OPERATING | $5,000 |
| TUNNEL TO TOWERS FDN | ||||||
| 2361 HAYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | 501(c)3 | OPERATING | $120 |
| STUTTERTALK INC | ||||||
| 75 PIERREPORT ST APT 3D | BROOKLYN | NY | 11201 | 501(c)3 | OPERATING | $300 |
| THE BANQUET | ||||||
| 900 E 8TH STREET | SIOUX FALLS | SD | 571031604 | 501(c)3 | OPERATING | $100 |
| SD RAILROAD MUSEUM | ||||||
| PO BOX 1070 | HILL CITY | SD | 577451070 | 501(c)3 | OPERATING | $100 |
| ST JOHNS LUTHERAN CHURCH | ||||||
| PO BOX 117 | FARLEY | MO | 64028 | 501(c)3 | OPERATING | $50 |
| OREGON HUMANE SOCIETY | ||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97211 | 501(c)3 | OPERATING | $4,280 |
| THE LEADERSHIP INSTITUTE | ||||||
| 1101 NORTH HIGHLAND ST | ARLINGTON | VA | 22201 | 501(C)3 | OPERATING | $500 |
| HARVEY PHILLIPS FDN | ||||||
| PO BOX 933 | BLOOMINGTON | IN | 47402 | 501(c)3 | OPERAING | $32 |
| COMMITTEE FOR A CONSTRUCTIVE TOMORROW | ||||||
| 1717 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | 501C3 | OPERATING | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,422 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,389 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,389 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TOM WHALEN TAX AND ACCOUNTING | CategoryTxt |
| Amt | $5,500 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIG | $32,825 | $1,694 |
| ALTRIA GROUP | $1,845 | $8,068 |
| AT&T | $27,457 | $8,390 |
| BLACK HILLS CORP | $47,787 | $115,993 |
| BP PLC | $4,205 | $3,540 |
| BANK OF AMERICA | $4,698 | $3,367 |
| DEVON ENERGY | $0 | $38,958 |
| DUKE ENERGY | $5,752 | $9,704 |
| ENBRIDGE INC | $0 | $5,295 |
| FORD MOTOR | $23,597 | $24,380 |
| GOLDEN OCEAN GROUP | $3,125 | $586 |
| ISHARES TRUST PFD | $529 | $468 |
| MERCK & CO | $118,857 | $198,236 |
| ORGANON & CO | $6,256 | $2,595 |
| PETROLEO BRASILILEIRO SA | $6,163 | $12,776 |
| PHILLIP MORRIS INTL COM | $4,239 | $18,816 |
| POSCO | $5,723 | $19,022 |
| SPDR INTL DIV ETF | $13,810 | $10,665 |
| SPDR WISHIRE INT REAL ESTATE | $8,100 | $5,458 |
| VANGUARD REIT ETF | $6,340 | $8,836 |
| WASHINGTON MUTUAL | $7,592 | $0 |
| WILLIAMS COS INC | $0 | $174,150 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE INC | $389,292 | $248,841 |
| VANGUARD HIGH YIELD CORP | $5,018 | $4,617 |
| SCHWAB FUNDS | $7,751 | $7,751 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $1,190 | $1,190 |
| FOREIGN TAXES | $213 | $213 |
| ADR FEE | $38 | $38 |