ALVA J FIELD MEMORIAL TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALVA J FIELD MEMORIAL TRUST (EIN 45-6010789)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-27
- IRS object ID
- 202310869349100006
- Schema version
- 2021v4.2
- 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 Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-27T09:21:29-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456010789 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alva J Field Memorial Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALVA | BusinessNameControlTxt |
| Phone | 7015772157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1735 | AddressLine1Txt |
| City | Williston | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 588021735 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles Neff | PersonNm |
| Person Title | Attorney | PersonTitleTxt |
| Phone | 7015772157 | PhoneNum |
| Signature | 2023-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Charles | PersonFirstNm |
| Person Last | Neff | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2023-03-27 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $21,508,834 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $193 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $193 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,107,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,107,232 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $19,845 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $19,845 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $16,917 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $411,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,844,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $411,343 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $876,758 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $876,758 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,415,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,415,371 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,486 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,871 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,615 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $48,290 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $203,259 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $203,259 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,810 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,928 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,937 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,937 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $344,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $216,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,962 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $935,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $935,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,280,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $216,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,022,112 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,135,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,199,313 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $426,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $363,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $363,005 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $637,009 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $7,692 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $683,567 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $629,317 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $629,317 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $18,440,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,355,512 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,355,512 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $62,260 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $62,260 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $62,260 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $723,500 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,437,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,612,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,410,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,508,834 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $19,612,321 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $16,410,094 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,612,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,410,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,612,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,410,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,612,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,135,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,475 | OtherIncreasesAmt |
| Subtotal | $20,754,115 | SubtotalAmt |
| Other Decreases | $4,344,021 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,410,094 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicily Traded Securities | P | $2,752,587 | $2,433,074 | $319,513 | $319,513 |
| Capital Gains Dividends | P | $91,830 | $91,830 | $91,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $411,343 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $61,480 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Overpayment | $30,877 | OverpaymentAmt |
| Applied To ES Tax | $30,877 | 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 | ND | 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 | www.alvajfieldtrust.org | WebsiteAddressTxt |
| Individual With Books | Martin Hanson | IndividualWithBooksNm |
| Phone | 7015772000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1735 | AddressLine1Txt |
| City | Williston | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 588011735 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Martin Hanson | ||||||||
| PO Box 1735 | Williston | ND | 588011735 | Trustee | 3.75 | $6,500 | $0 | $0 |
| Beau Anderson | ||||||||
| PO Box 1735 | Williston | ND | 588011735 | Trustee | 0.01 | $300 | $0 | $0 |
| Jeffrey Thake | ||||||||
| PO Box 1735 | Williston | ND | 588011735 | Trustee | 0.01 | $0 | $0 | $0 |
| Brent Lysne | ||||||||
| PO Box 1735 | Williston | ND | 588011735 | Trustee | 0.01 | $0 | $0 | $0 |
| F Dan Baker | ||||||||
| PO Box 1735 | Williston | ND | 588011735 | Trustee | 5.00 | $0 | $0 | $0 |
| Michael Campbell | ||||||||
| PO Box 1735 | Williston | ND | 588011735 | Trustee | 0.01 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4207 Boulder Ridge Road Suite 250 | AddressLine1Txt |
| City | Bismarck | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment broker | ServiceTypeTxt |
| Compensation | $160,797 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Court supervised and approved student loans. 17 new loans totaling $51,000 were made in fiscal year ending 2022. | Description1Txt |
| Expenses1 | $51,000 | Expenses1Amt |
| Total | $51,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,854,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $638,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,161,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,654,294 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,654,294 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $354,814 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,299,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,164,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,164,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,570 | TotalTaxAmt |
| Distributable Before Adj | $1,134,404 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $112,128 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,246,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,246,532 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,022,112 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $51,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,073,112 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,246,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $964,184 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,073,112 | QualifyingDistributionsAmt |
| Applied To Year1 | $964,184 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,928 | 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 | $1,137,604 | 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 | Neff Eiken Neff PC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Broadway | AddressLine1Txt |
| City | Williston | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7015772000 | RecipientPhoneNum |
| Form And Info And Materials | Application by letter accompanied with financial needs and grade transcript. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Request should be made prior to August 15th and December 15th of each semester. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Loan requests are limited to boys and girls who have graduated from high school in Williams County, North Dakota. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (233 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Aberle Brady | |||||||
| 3613 Powder Ridge Drive | Bismarck | ND | 58503 | None | I | Individual Scholarship | $2,000 |
| Abuhl Bremen Jamestown | |||||||
| 1603 Broadway N | Fargo | ND | 58102 | None | I | Individual Scholarship | $7,087 |
| Abuhl Olivia - Midwestern | |||||||
| 204 E Highland Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $7,087 |
| Adamson Julia | |||||||
| 701 7th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Alexandrou Angeliki | |||||||
| 707 35th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Allard Brittny A | |||||||
| 415 1st Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Anderson Erin - Creighton | |||||||
| 125 Main St 310 | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Anderson Mark - Mesa | |||||||
| 700 S Summit View Drive | Fort Collins | CO | 80524 | None | I | Individual Scholarship | $2,000 |
| Apolis Michelle | |||||||
| 2102 23rd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Armstrong Amy - UND | |||||||
| 13679 Hawthorn Loop NW | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Askim Giles | |||||||
| 201 9th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Babcock Caleb | |||||||
| 1120 5th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Bagley Crystal | |||||||
| PO Box 772 | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Barraza Miranda | |||||||
| 1618 10th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Bendixson Kinsley | |||||||
| 428 12th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Bercier Tanner R | |||||||
| 722 3rd Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Beretta Luca | |||||||
| 2520 University Ave | Grand Forks | ND | 58203 | None | I | Individual Scholarship | $2,000 |
| Bickler Erick | |||||||
| 2312 55th St S Apt 306 | Fargo | ND | 58104 | None | I | Individual Scholarship | $3,000 |
| Black Ashley | |||||||
| 3515 Cherry Street | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $7,550 |
| Borseth Dylan | |||||||
| 1219 E Hillcourt | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Bosley Morgan | |||||||
| 1100 N Broadway Apt 304 | Minot | ND | 58703 | None | I | Individual Scholarship | $2,000 |
| Boston Sarah | |||||||
| 413 11th Street East | Williston | ND | 58801 | None | I | Individual Scholarship | $4,550 |
| Branham Marissa | |||||||
| 4735 141st Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Bratcher Bryn | |||||||
| 1802 23rd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Bratcher Jaxen - UND | |||||||
| 1802 23rd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Brimhall Betsy | |||||||
| PO Box 1060 | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Brimhall Clara | |||||||
| PO Box 1060 | Tioga | ND | 58852 | None | I | Individual Scholarship | $4,000 |
| Brown William | |||||||
| 3624 3rd Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Burgess Sarah | |||||||
| 1719 50th St South | Fargo | ND | 58103 | None | I | Individual Scholarship | $3,000 |
| Burt Kimber | |||||||
| PO Box 819 | Tioga | ND | 58852 | None | I | Individual Scholarship | $7,550 |
| Cancade Tenlee | |||||||
| PO Boc 643 | Ray | ND | 58849 | None | I | Individual Scholarship | $4,000 |
| Carmichael Carrie Frances | |||||||
| 223 32nd St East Apt 106 | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Carr Madelyn | |||||||
| PO Box 1664 | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Cohoe Matthew | |||||||
| 4928 Valley View Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Cote Haley | |||||||
| 1113 University Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Dean Haley | |||||||
| 1413 Territorial Hwy | Cottage Grove | OR | 97424 | None | I | Individual Scholarship | $2,000 |
| Dean McKenzy MCC | |||||||
| 10430 72nd St NW | Tioga | ND | 58852 | None | I | Individual Scholarship | $2,000 |
| Dean Tayla IBS | |||||||
| 1413 Territorial Highway | Cottage Grove | OR | 97424 | None | I | Individual Scholarship | $3,000 |
| Decker Ethan | |||||||
| 3700 Southridge Lane | Bismarck | ND | 58504 | None | I | Individual Scholarship | $3,000 |
| Di Iorio Mia | |||||||
| 5620 111th Ave NW | Ray | ND | 58849 | None | I | Individual Scholarship | $1,000 |
| Doeden Brady | |||||||
| 1214 Knoll St | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Doeden Caleb MN | |||||||
| 1214 Knoll St | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Dolan Maari | |||||||
| PO Box 32 | Ray | ND | 58849 | None | I | Individual Scholarship | $7,550 |
| Donnelly Emily | |||||||
| 1100 N Broadway Apt 404 | Minot | ND | 58703 | None | I | Individual Scholarship | $4,000 |
| Doyle Jamie | |||||||
| 1421 Chesapeake Lane | Billings | MT | 59101 | None | I | Individual Scholarship | $7,550 |
| Enander Johannes | |||||||
| 8236 149th Ave NW | Grenora | ND | 58845 | None | I | Individual Scholarship | $1,000 |
| Everson Leif - MSU | |||||||
| 405 14th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Falcon Joren DA | |||||||
| 325 18th Street East | Williston | ND | 58801 | None | I | Individual Scholarship | $4,550 |
| Fearing Katherine | |||||||
| 610 13th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Fearing Lauren | |||||||
| 610 13th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Fetzer Amanda | |||||||
| 1514 10th Ave N | Grand Forks | ND | 58203 | None | I | Individual Scholarship | $4,000 |
| Fetzer Laura | |||||||
| 1514 10th Ave N | Grand Forks | ND | 58203 | None | I | Individual Scholarship | $2,000 |
| Fisketjon Alyx Payton | |||||||
| 2403 27th Ave South Apt 812 | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $2,000 |
| Folvag Brynn | |||||||
| PO Box 73 | Grenora | ND | 58845 | None | I | Individual Scholarship | $3,000 |
| Frazier Kyna Western | |||||||
| PO Box 243 | Grenora | ND | 58845 | None | I | Individual Scholarship | $2,000 |
| Furuseth Maren | |||||||
| 1311 3rd Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,550 |
| Gathman Grant | |||||||
| 1918 22nd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Gathman Molly | |||||||
| 1918 22nd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $6,550 |
| Gaudreau Patrick | |||||||
| 2220 Wyoming Ave | Billings | MT | 59102 | None | I | Individual Scholarship | $1,000 |
| Gendreau Breck | |||||||
| 1119 2nd Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Germundson Danielle | |||||||
| 3700 Rimrock Rd Apt 414 | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $7,550 |
| Germundson Jason | |||||||
| 60 70th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Germundson Jodi | |||||||
| 60 70th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Germundson Tanner | |||||||
| 60 70th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Glueckert Kevin | |||||||
| 923 4th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Goebel John C | |||||||
| 1321 University Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Grindeland Colby | |||||||
| 807 4th Ave E | Wililston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Guritz Erin UND | |||||||
| 900 4th Ave NW | Minot | ND | 58703 | None | I | Individual Scholarship | $2,000 |
| Haase Justine - U of Mary | |||||||
| PO Box 727 | Ray | ND | 58849 | None | I | Individual Scholarship | $3,000 |
| Hall Katelyn | |||||||
| 1628 20th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Hanson Reed | |||||||
| 1806 4th Ave E | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Hanson Sawyer J | |||||||
| 2506 12th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Hanson Shelby Colorado | |||||||
| 1209 1st Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Hardcastle Charles | |||||||
| 14033 Prairie Lane | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Harstad Taya | |||||||
| 4022 4th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Haskins Cole | |||||||
| 2217 9th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Haugenoe Mason | |||||||
| 305 14th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Helstad Jalyn | |||||||
| 2413 22nd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Herring Michael | |||||||
| 923 Barrington Drive | Cedar Falls | IA | 50613 | None | I | Individual Scholarship | $7,550 |
| Hildebrandt Kristina | |||||||
| 1535 Creekside Drive West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Hill Garret | |||||||
| 815 15th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Hodenfield Garrett | |||||||
| 6683 119th Ave NW | Ray | ND | 58849 | None | I | Individual Scholarship | $6,550 |
| Hodnefield Abigail | |||||||
| 6450 133rd Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Hollingshead Paige | |||||||
| PO Box 1054 | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Huschka Abagale | |||||||
| 1408 5th Ave SE | Minot | ND | 58701 | None | I | Individual Scholarship | $2,000 |
| Iverson Sara | |||||||
| 5689 106th Ave NW | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Johnson Hannah - UND | |||||||
| 8765 146th Ave NW | Grenora | ND | 58845 | None | I | Individual Scholarship | $4,000 |
| Jones Cutter | |||||||
| 2402 15th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Jorgenson Logan Kansas | |||||||
| 5125 Overland Drive Unit E3 | Lawrence | KS | 66049 | None | I | Individual Scholarship | $7,550 |
| Jorgenson Marlee May | |||||||
| 1412 4th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Jorgenson Tucker | |||||||
| 5757 145th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Jungels Ciara | |||||||
| 804 16th Street West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,550 |
| Jungels Trey | |||||||
| 804 16th Street West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Kemp Adam | |||||||
| 4951 Lakeview Loop | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Kemp Hayden | |||||||
| 4951 Lakeview Loop | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Kennell Casey | |||||||
| PO Box 55 | Tioga | ND | 58852 | None | I | Individual Scholarship | $4,000 |
| Ketelsen Emily | |||||||
| 1730 40th Ave S Apt 212 | Moorhead | MN | 56560 | None | I | Individual Scholarship | $2,000 |
| Kidder Gracie | |||||||
| 132 Sheridan Sr | Dagmar | MT | 59219 | None | I | Individual Scholarship | $1,000 |
| Klassen Koby | |||||||
| 14709 Mortenson St | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Knox Danika | |||||||
| PO Box 572 | Ray | ND | 58849 | None | I | Individual Scholarship | $4,000 |
| Knudsen Torgun | |||||||
| 1503 2nd Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Knudson Dantae Storm - NB | |||||||
| PO Box 82 | Tioga | ND | 58852 | None | I | Individual Scholarship | $4,550 |
| Kohler Jamie | |||||||
| 2418 15th Ave W | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Kreil Emily | |||||||
| PO Box 476 | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Larsen Alissa | |||||||
| 1502 6th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Larson Abigail Missouri | |||||||
| 6568 103rd Ave NW | Tioga | ND | 58852 | None | I | Individual Scholarship | $4,550 |
| Larson Jeremy Alan | |||||||
| 2700 20th Ave SW Apt 103 | Minot | ND | 58701 | None | I | Individual Scholarship | $3,488 |
| Larson Taylor Nichole | |||||||
| 2700 20th Ave SW Apt 103 | Minot | ND | 58701 | None | I | Individual Scholarship | $3,488 |
| Ledahl Samantha | |||||||
| 9005 137th Ave NW | Zahl | ND | 58856 | None | I | Individual Scholarship | $4,000 |
| Lee Derek | |||||||
| 13937 Antelope Dr | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Leibrand Noelle | |||||||
| 808 13th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Longie Karter | |||||||
| 6635 Highway 40 | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Longie Kass - UW | |||||||
| 424 W Mifflin St Apt 102 | Madison | WI | 53703 | None | I | Individual Scholarship | $3,000 |
| Longtin Logan - Minot | |||||||
| 705 Park St Apt 17 | Minot | ND | 58701 | None | I | Individual Scholarship | $4,550 |
| Lovgren Eleni | |||||||
| 816 3rd Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Mack Karter | |||||||
| 114 8th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Mack Kole | |||||||
| 114 8th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Maddock Kelli Florida | |||||||
| 5139 10th Ave S | Fargo | ND | 58103 | None | I | Individual Scholarship | $7,550 |
| Marburger Ava | |||||||
| 1620 Creekside Drive West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Martin Conner | |||||||
| 1503 5th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Martin Raleigh | |||||||
| 1503 5th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Mathers Angela | |||||||
| Hanzelkova 2657125 | Prague | ND | 16000 | None | I | Individual Scholarship | $7,550 |
| McKenzie Hannah - Western | |||||||
| 4901 127th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $4,550 |
| Mehlhoff Madison Dickinson | |||||||
| 13936 Antelope Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Melland Kyla | |||||||
| 505 13th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Melland Tessa | |||||||
| 505 13th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Melling John | |||||||
| 916 Box Elder St | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Michaelson Paul - Creighton | |||||||
| 511 N 47th Street | Omaha | NE | 68132 | None | I | Individual Scholarship | $3,000 |
| Miller Camdin Univ of MN | |||||||
| 509 12th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Miller Madison A | |||||||
| 4930 Valley View Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Miller Sadie - Univ of Kansas | |||||||
| 8310 Woodward Street | Overland Park | KS | 66212 | None | I | Individual Scholarship | $7,550 |
| Mischke Kyle | |||||||
| 2125 Bison Dr | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Moe Alexis Fixen - U of M | |||||||
| 2101 12th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Moss Kaylee | |||||||
| 2817 24th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Myers Lonnie | |||||||
| 814 Bar Five Ranch Road | Rapid City | SD | 57703 | None | I | Individual Scholarship | $4,000 |
| Nehring Colby | |||||||
| 1543 Creekside Drive West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Neil Jennifer Ann | |||||||
| 1515 48th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Nicholson Carly-Anne | |||||||
| 419 6th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Njos Megan | |||||||
| 1315 1st Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Noeske Avery | |||||||
| 2109 University Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Norby Jadin | |||||||
| 4905 Prairie Lane | Williston | ND | 58801 | None | I | Individual Scholarship | $6,550 |
| Norgaard Adeline | |||||||
| PO Box 891 | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Ogaard Alysse | |||||||
| 630 1st Ave N Apt 405 | Fargo | ND | 58102 | None | I | Individual Scholarship | $3,000 |
| Olson Karli - U of Mary | |||||||
| 8063 111th Ave NW | Wildrose | ND | 58795 | None | I | Individual Scholarship | $3,000 |
| Oster Madelyn | |||||||
| 302 6th Ave East | Ray | ND | 58849 | None | I | Individual Scholarship | $1,000 |
| Overland Tracer - UND | |||||||
| 1227 13th Ave W | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Owens Caleb UND | |||||||
| 1520 2nd Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Pacheco Isaac | |||||||
| 837 S Willow Park Drive | Lehi | UT | 840436639 | None | I | Individual Scholarship | $4,000 |
| Pacheco Joseph | |||||||
| 5469 Matthew Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Paine Jeremiah | |||||||
| 15145 98th St NW | Westby | MT | 59275 | None | I | Individual Scholarship | $2,000 |
| Pederson Ella Western | |||||||
| 11 20th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $4,550 |
| Pederson Kaden | |||||||
| 212 5th St NW PO Box 631 | Tioga | ND | 58852 | None | I | Individual Scholarship | $4,000 |
| Petersen Carsen Gene | |||||||
| 13906 Western Way | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Peterson Bailey | |||||||
| 13482 79th St NW | Alamo | ND | 58830 | None | I | Individual Scholarship | $7,550 |
| Peterson Kinley Univ of Mary | |||||||
| 13482 79th St NW | Alamo | ND | 58830 | None | I | Individual Scholarship | $3,000 |
| Pippin Bethanie | |||||||
| PO Box 2773 | Williston | ND | 58801 | None | I | Individual Scholarship | $4,550 |
| Pippin Helene - Pacific | |||||||
| PO Box 2773 | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Pippin Sarah - UND | |||||||
| 2303 Shoal Loop SE 216 | Mandan | ND | 58554 | None | I | Individual Scholarship | $3,000 |
| Poeckes Christina | |||||||
| 808 70th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $4,550 |
| Potty Melvina | |||||||
| 4701 11th Ave West Apt 406 | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Qvale Elise | |||||||
| 9269 Silver Glen Way | Lake Worth | FL | 33467 | None | I | Individual Scholarship | $3,000 |
| Radtke Blaine | |||||||
| 5160 44th Ave S Apt 310 | Fargo | ND | 58104 | None | I | Individual Scholarship | $2,000 |
| Ramberg Grace | |||||||
| PO Box 854 | Tioga | ND | 58852 | None | I | Individual Scholarship | $2,000 |
| Raulston Mya | |||||||
| 5384 134th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Ray Brooklynn | |||||||
| PO Box 614 | Ray | ND | 58849 | None | I | Individual Scholarship | $1,000 |
| Ray Logan OK | |||||||
| PO Box 614 | Ray | ND | 58849 | None | I | Individual Scholarship | $4,000 |
| Rehak Kaitlyn | |||||||
| 303 11th Street East | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Rehak Parker | |||||||
| 303 11th Street East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Reinertson Michaela | |||||||
| 5427 132nd Ave NW | Willistonm | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Reinke Ann - NDSU | |||||||
| 1435 33rd St S Apt 103 | Fargo | ND | 58103 | None | I | Individual Scholarship | $4,000 |
| Remus Connor Dean | |||||||
| 750 S 43rd St Apt 114 | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $7,550 |
| Renicker Amanda | |||||||
| 811 4th Ave W | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Richter Matthew | |||||||
| 1900 Crest Street | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Rickett Alan | |||||||
| 925 15th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Ring Shannon | |||||||
| 210 65th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Rossland Olivia | |||||||
| 13944 Antelope Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Roth Katherine | |||||||
| PO Box 465 | Jamestown | ND | 58402 | None | I | Individual Scholarship | $4,550 |
| Rude Parker | |||||||
| 4924 Country Lane | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Rudningen Spencer A | |||||||
| PO Box 37 | Dagmar | MT | 59219 | None | I | Individual Scholarship | $1,000 |
| Rustand Karrin | |||||||
| 4966 Lakeview Loop | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Salinas Reanna | |||||||
| 10398 65th St NW | Tioga | ND | 58852 | None | I | Individual Scholarship | $2,000 |
| Sanders Maelyn | |||||||
| PO Box 425 | Tioga | ND | 58852 | None | I | Individual Scholarship | $3,000 |
| Sandoval -Del Rio Alicia NDSU | |||||||
| 906 1st Ave W | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Sathe Christopher UND | |||||||
| 3900 S 11th St Apt 102 | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $2,000 |
| Schmidt Bethany | |||||||
| 7025 106th Ave NW | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Schmit Ellie | |||||||
| 1219 4th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Schmit Kennon | |||||||
| 1219 4th Ave E | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Semenko Shannon | |||||||
| 4981 Everson Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $7,550 |
| Senior Logan T | |||||||
| 505 North 25th Street | Grand Forks | ND | 58203 | None | I | Individual Scholarship | $3,000 |
| Senior Sydney | |||||||
| 5626 Border Avenue | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Sheets Denver | |||||||
| 5781 140th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Sigvaldsen Abby | |||||||
| 5791 128th Dr NW | Epping | ND | 58843 | None | I | Individual Scholarship | $3,000 |
| Sime Jenna | |||||||
| 5469 139th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Sime Kaelyn | |||||||
| 5469 139th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Skabo Peyton | |||||||
| 7566 102nd Ave NW | Tioga | ND | 58852 | None | I | Individual Scholarship | $2,000 |
| Skor Brendon OK | |||||||
| 2331 17th Circle West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Skor Ian | |||||||
| 2331 17th Circle West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Slotsve Benson - Minot | |||||||
| 1908 16th Court West | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Smith Alexis - Minot | |||||||
| 7853 Highway 85 | Zahl | ND | 58856 | None | I | Individual Scholarship | $2,000 |
| Smith Candi | |||||||
| 1321 Goldenwood Drive | West Fargo | ND | 58078 | None | I | Individual Scholarship | $3,000 |
| Smith Connor | |||||||
| 6094 Highway 85 | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Snellings Landen | |||||||
| 1002 2nd Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Solberg Emma | |||||||
| 904 2nd Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Solomonson Grace | |||||||
| 1302 4th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Squires Morgan Tyler | |||||||
| 13835 Cottonwood Street | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| St Pierre Alexa | |||||||
| PO Box 11 | Trenton | ND | 58853 | None | I | Individual Scholarship | $3,000 |
| St Pierre Alyssa | |||||||
| PO Box 11 | Trenton | ND | 58853 | None | I | Individual Scholarship | $3,000 |
| Staal Timothy | |||||||
| PO Box 1704 | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Steimer II Tobias Alexander | |||||||
| 2415 24th Ave West Apt 307 | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Stensland Allison Layne | |||||||
| 719 1st Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Strand Chesni | |||||||
| 5542 139th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Teghen Keng Praise | |||||||
| 2702 23rd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Thompson Halsten | |||||||
| 806 15th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Tong Andrew | |||||||
| 1138 E Elm Street | Tucson | AZ | 85719 | None | I | Individual Scholarship | $4,000 |
| Tong Emma | |||||||
| 1616 4th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Urbi Angelica V - Auburn | |||||||
| 513 2nd Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Vachal Lindsey | |||||||
| 5049 100th Ave NW | White Earth | ND | 58794 | None | I | Individual Scholarship | $1,000 |
| Vader Hailey | |||||||
| 2101 24th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Valliere Asha | |||||||
| PO Box 533 | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Wagner Vanessa Monsaive | |||||||
| 1905 24th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Watterson Morgan NDSU | |||||||
| 7389 21st St South | Fargo | ND | 58104 | None | I | Individual Scholarship | $7,550 |
| Watterud Sierra | |||||||
| 1619 4th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Wenstad Kaia | |||||||
| 1822 15th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,000 |
| Whitlock Graicen NW | |||||||
| PO Box 873 | Powell | WY | 82435 | None | I | Individual Scholarship | $2,000 |
| Williston State College Foundation | |||||||
| PO Box 1286 | Williston | ND | 58801 | None | PC | To support the individual scholarship fund | $200,000 |
| Wilt Jacob Total | |||||||
| 211 22nd St East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Wolfe Mikayla | |||||||
| 301 West Bison Court | Fargo | ND | 58102 | None | I | Individual Scholarship | $4,000 |
| Wonser Ethan | |||||||
| PO Box 665 | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Zaste Braeden | |||||||
| 4848 Hwy 85 Lot 317 | Williston | ND | 58801 | None | I | Individual Scholarship | $2,000 |
| Cutter Ledahl | |||||||
| 402 Robinson St | Grenora | ND | 58845 | None | I | Pilgrimage for Youth Educational Trip | $1,333 |
| Jordan Stauffer | |||||||
| 1201 9th Ave NW | Williston | ND | 58801 | None | I | Pilgrimage for Youth Educational Trip | $1,333 |
| Imagination Library | |||||||
| PO Box 1407 | Williston | ND | 58802 | None | PC | General Support | $1,000 |
| Lucas Olson | |||||||
| 215 West St | Ray | ND | 58849 | None | I | Pilgrimage for Youth Educational Trip | $1,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $935,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest on student loans | Desc |
| Related Or Exempt Function Incm | $19,730 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,107,232 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $16,917 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $857,028 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $411,343 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,392,713 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,730 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,412,443 | 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 | 1a | LineNumberTxt |
| Relationship Statement | The revenue reported on line 1 represents the program related interest that was collected on the student loans made to qualifying students. | 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 | CategoryTxt |
| Amt | $48,290 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $48,290 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Farmers Union Elevator | $30 | $30 |
| SPDR Portfolio S&P 600 Small Cap | $174,107 | $174,107 |
| Thornburg LTD Term Income CL I | $220,110 | $220,110 |
| JPMorgan Equity Income CL I | $192,802 | $192,802 |
| JPMorgan Core Plus Bond CL I | $211,027 | $211,027 |
| SPDR Portfolio S&P 500 Value TF | $185,978 | $185,978 |
| Pimco Income CL I2 | $246,563 | $246,563 |
| Pinoeer Fundamental Growth CL Y | $351,331 | $351,331 |
| PGIM High Yield Cl Z | $148,511 | $148,511 |
| Ishares MSCI EAFE Min Volatility Factor ETF | $246,149 | $246,149 |
| Ishares MSCI USA Min Volatility Factor ETF | $461,912 | $461,912 |
| BNY Mellon Global Fixed Income CL I | $242,828 | $242,828 |
| BNY Mellon Small Mid Cap Growth CL I | $105,809 | $105,809 |
| Ishares Gold Trust New | $102,690 | $102,690 |
| AB Small Cap GRW Adv | $34,742 | $34,742 |
| Artisan Mid Cap Value | $381,568 | $381,568 |
| Baron Growth Institutional | $40,060 | $40,060 |
| Blackrock Equity Dividend | $884,618 | $884,618 |
| Blackrock Hi Yield BD PTF Ins | $282,943 | $282,943 |
| Blackrock Low Dur BD Inv Ints | $839,262 | $839,262 |
| Cambiar Small Cap Inv | $98,329 | $98,329 |
| Columbia Select LG Cap GW I | $209,813 | $209,813 |
| Delaware Ivy Mid Cap | $226,407 | $226,407 |
| Harding Loevner Emerg Mkts Adv | $731,644 | $731,644 |
| Invesco Intl Growth Y | $1,657,384 | $1,657,384 |
| Invesco Small Cap Value Y | $105,593 | $105,593 |
| Metropolitan West Tot Ret BD I | $1,019,326 | $1,019,326 |
| Oakmark Fund Advisor | $717,635 | $717,635 |
| Pioneer Fundamental Growth Y | $649,813 | $649,813 |
| Western Asset Core Plus BD I | $958,506 | $958,506 |
| Ishares TR Core S&P 500 ETF | $742,755 | $742,755 |
| Ishares TR Core Total USD | $649,862 | $649,862 |
| Ishares TR EAFE Grwth ETF | $112,284 | $112,284 |
| Ishares TR EAFE Value ETF | $226,852 | $226,852 |
| Ishares TR ESG AWR MSCI USA | $431,833 | $431,833 |
| Ishares TR Faln Angls USD | $150,674 | $150,674 |
| Ishares TR MBS ETF | $150,720 | $150,720 |
| Ishares TR US Energy ETF | $34,384 | $34,384 |
| Ishares TR US Treas BD ETF | $461,437 | $461,437 |
| Ishares US ETF TR CSCI Cmdty Stgy | $38,197 | $38,197 |
| Ishares Inc MSCI Merg Mrkt | $133,974 | $133,974 |
| Ishares 10-20 Yr TRS EFT | $70,047 | $70,047 |
| Ishares TR Conv BD ETF | $56,390 | $56,390 |
| Ishres TR Core High DV ETF | $72,912 | $72,912 |
| Ishares TR SP SMCP600VL ETF | $54,308 | $54,308 |
| Ishares TR Tips BD ETF | $205,038 | $205,038 |
| Ishares TR US Infrastruc | $36,355 | $36,355 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $62,260 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $62,260 | BookValueAmt |
| EOYFMV | $723,500 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $39,486 | LegalFeesAmt |
| Net Investment Income | $9,871 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,615 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Mineral Rights | Desc |
| EOYFMV | $4,437,500 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gains and Losses | $4,342,021 |
| Prior Period Adjustment for Return of PY UN Pilgrimage for Youth payments | $2,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative | Desc |
| Revenue And Expenses Per Books | $320 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $320 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Oil Royalties | $857,028 | $857,028 | $857,028 |
| Interest on student loans | $19,730 | $19,730 | $19,730 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of PY Scholarships Issued | Desc |
| Amt | $6,475 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Student Loans | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $0 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisor fees | CategoryTxt |
| Amt | $203,259 | Amt |
| Net Investment Income | $203,259 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Taxes Paid | $41,882 | $0 | $0 |
| Real Estate Taxes | $2,928 | $2,928 | $0 |