SHELDON F REESE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON F REESE FOUNDATION (EIN 46-0358682)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202401309349100130
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T08:41:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 345 N REID PL STE 400 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037034 | 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 | 460358682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON F REESE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 6053361699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 89704 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571091010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN QUELLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6053361699 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | QUELLO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURIE HANSON CPA | PreparerPersonNm |
| PTIN | P00851848 | PTIN |
| Phone | 6053391999 | PhoneNum |
| Preparation | 2024-04-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $6,075,477 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $59,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,426 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $640,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,289,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $640,443 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $699,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $699,869 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,621 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,621 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,562 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $344 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,506 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,506 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $226 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $292,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $292,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $302,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392,835 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $696,807 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $276,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $332,954 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $332,954 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $792,264 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $799,928 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $4,155,611 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,699,814 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,942,595 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,432,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,825,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,075,477 | 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 | $4,432,197 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,825,032 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,432,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,825,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,432,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,825,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,432,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392,835 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,825,032 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,825,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $139,675 | $139,675 | $139,675 | |
| SALE OF PUBLICLY TRADE SECURITIES | P | $1,149,970 | $500,768 | $500,768 | $649,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $640,443 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,686 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,686 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,686 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $5,173 | TaxDueAmt |
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 | SD | 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 | JOHN QUELLO | IndividualWithBooksNm |
| Phone | 6053361699 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 89704 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571091010 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN QUELLO | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| VIRGINIA PAVELKA LUKE | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBORAH OLSON | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | SECRETARY | 1.00 | $6,000 | $0 | $0 |
| VANCE GOLDAMMER | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | TREASURER | 1.00 | $0 | $0 | $0 |
| GREGG GOHL | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | DIRECTOR | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,448,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,710,512 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,710,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,658 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,624,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $281,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $281,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,686 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,686 | TotalTaxAmt |
| Distributable Before Adj | $271,557 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $271,557 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $271,557 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $302,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $302,372 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,557 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $203,342 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $302,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $203,342 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $172,527 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHELDON F REESE FOUNDATION CO JOHN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 1428 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571091010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6053361699 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT ORGANIZATION FOR INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUGUSTANA UNIVERSITY ASSOCIAION | |||||||
| 2001 S SUMMIT AVE | SIOUX FALLS | SD | 57197 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| BISHOP DUDLEY HOSPITALITY HOUSE | |||||||
| 101 N INDIANA AVE | SIOUX FALLS | SD | 57103 | N/A | PC | GENERAL ASSISTANCE | $20,000 |
| BLACK HILLS COMMUNITY THEATRE | |||||||
| PO BOX 4007 | RAPID CITY | SD | 57709 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| BLACK HILLS PLAYHOUSE | |||||||
| PO BOX 2531 | RAPID CITY | SD | 57709 | N/A | PC | GENERAL ASSISTANCE | $15,000 |
| BOYS AND GIRLS CLUBS OF SIOUX EMPIRE | |||||||
| 100 S SPRING AVE STE 220 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| CALL TO FREEDOM INC | |||||||
| 1800 W 12TH ST STE 100 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $15,000 |
| DAKOTABILITIES | |||||||
| 1116 S 4TH AVE | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $15,000 |
| FAMILY CONNECTION | |||||||
| 303 N MINNESOTA AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| FAMILY VISITATION CENTER | |||||||
| 2020 S NORTON AVE | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| GIRL SCOUTS-DAKOTA HORIZONS | |||||||
| 1101 SOUTH MARION ROAD | SIOUX FALLS | SD | 57106 | N/A | PC | GENERAL ASSISTANCE | $6,000 |
| HABITAT FOR HUMANITY OF GREATER SIOUX FALLS | |||||||
| 721 E AMIDON ST | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $15,000 |
| HARMONY SOUTH DAKOTA | |||||||
| 2522 W 41ST ST | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| LEVITT AT THE FALLS | |||||||
| 524 N MAIN AVE 106 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| LOST AND FOUND ASSOCIATION | |||||||
| PO BOX 1897 | SIOUX FALLS | SD | 57101 | N/A | PC | GENERAL ASSISTANCE | $15,000 |
| LUTHERAN SOCIAL SERVICES OF SD | |||||||
| 705 E 41ST ST STE 200 | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $9,000 |
| MITCHELL PREHISTORIC INDIAN VILLAGE PRESERVATION SOCIETY | |||||||
| PO BOX 621 | MITCHELL | SD | 57301 | N/A | PC | GENERAL ASSISTANCE | $7,000 |
| MISSOURI SHORES DOMESTIC VIOLENCE CENTER | |||||||
| PO BOX 398 | PIERRE | SD | 57501 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| ORTHOPEDIC INSTITUTE FOUNDATION | |||||||
| 810 E 23RD ST | SIOUX FALLS | SD | 57105 | N/A | POF | GENERAL ASSISTANCE | $10,000 |
| REACH LITERACY | |||||||
| 2101 W 41ST ST SUITE 23 | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| SCULPTURE WALK | |||||||
| 300 S PHILLIPS AVE L104 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| SD SYMPHONY ORCHESTRA | |||||||
| 301 S MAIN AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $15,000 |
| SIOUX FALLS PUBLIC SCHOOLS EDUCATION FOUNDATION DBA LAURA B ANDERSON ELEMEN | |||||||
| PO BOX 560 | SIOUX FALLS | SD | 57101 | N/A | PC | GENERAL ASSISTANCE | $2,175 |
| SOUTH DAKOTA YOUTH FOUNDATION INC | |||||||
| 1310 MAIN AVE S STE 109 | BROOKINGS | SD | 57006 | N/A | PC | GENERAL ASSISTANCE | $6,000 |
| TEEN CHALLENGE OF THE DAKOTAS | |||||||
| 600 W 16TH AVE S | BROOKINGS | SD | 57006 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| THE COMMUNITY OUTREACH | |||||||
| 1915 E 8TH ST STE 105 | SIOUX FALLS | SD | 57103 | N/A | PC | GENERAL ASSISTANCE | $20,000 |
| WASHINGTON PAVILION | |||||||
| 301 S MAIN AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $12,000 |
| VOLUNTEERS OF AMERICA | |||||||
| PO BOX 89306 | SIOUX FALLS | SD | 57109 | N/A | PC | GENERAL ASSISTANCE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $292,175 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,426 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $640,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $699,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $699,869 | TotalIncomeProducingActyAmt |
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 | $3,621 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,621 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $792,264 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $799,928 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FD CL A | AT COST | $509,284 | $703,872 |
| AMER MUTUAL FD CL A | AT COST | $319,591 | $577,055 |
| GROWTH FD OF AMERICA CL A | AT COST | $583,515 | $758,237 |
| NEW PERSPECTIVE FD CL A | AT COST | $580,392 | $765,916 |
| WASHINGTON MUTUAL INVESTORS CL A | AT COST | $525,720 | $656,021 |
| NEUBERGER BERMAN INTRINSIC VALUE FD CL A | AT COST | $604,097 | $754,306 |
| NEUBERGER BERMAN LONG SHORT FD CL A | AT COST | $577,215 | $727,188 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $226 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $226 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $459 | $115 | $344 |
| FOREIGN TAXES | $1,447 | $1,447 | $0 |
| ESTIMATED PAYMENTS | $1,600 | $0 | $0 |