LELAND TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LELAND TR (EIN 80-6178802)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-28
- IRS object ID
- 202332409349100213
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-28T07:45:37-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823076258 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sandhills Accounting & Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 102 | AddressLine1Txt |
| City | Wray | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80758 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 806178802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Leland Trust CO Carol Haynes | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LELA | BusinessNameControlTxt |
| Phone | 9708543494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24643 County Road 29 | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80734 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carol Haynes | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9708543494 | PhoneNum |
| Signature | 2023-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Carol | PersonFirstNm |
| Person Last | Haynes | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russell R Haynes CPA | PreparerPersonNm |
| PTIN | P00920516 | PTIN |
| Phone | 9709887658 | PhoneNum |
| Preparation | 2023-08-28 | 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 | 2022 | 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 | $5,807,511 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $5,618 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $674 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,279 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $144,704 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $144,704 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $121,770 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $10,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,598 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,598 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $171,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,255 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,210 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,210 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,850 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $535 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $138 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $138 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,200 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,857 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,224 | CashBOYAmt |
| Cash EOY | $4,475 | CashEOYAmt |
| Cash EOYFMV | $4,475 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $50,095 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,095 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $129,787 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $69,721 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $70,148 | USGovtObligationsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,380,825 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $2,380,825 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,380,825 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $5,067,675 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $575,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $566,921 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $605,954 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,764 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,164 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,164 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,094,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,081,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,807,511 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,094,317 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,081,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,094,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,081,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,094,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,081,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,094,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $138 | OtherIncreasesAmt |
| Subtotal | $3,081,201 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,081,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,598 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,000 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,000 | SubtotalAmt |
| Tax Based On Investment Income | $2,000 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,400 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $400 | OverpaymentAmt |
| Applied To ES Tax | $400 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| 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 | Carol Haynes | IndividualWithBooksNm |
| Phone | 9708543494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24643 County Road 29 | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80734 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kimbra Killin | ||||||
| PO Box 177 | Holyoke | CO | 80734 | Trustee | 004.00 | $0 |
| David Colver | ||||||
| PO Box 177 | Holyoke | CO | 80734 | Trustee | 004.00 | $0 |
| Carol Haynes | ||||||
| 24643 County Road 29 | Holyoke | CO | 80734 | Treasurer | 006.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Scholarship - The Trust provides scholarships to individuals for assistance with post-secondary education. | Description1Txt |
| Expenses1 | $161,520 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $764,884 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,067,675 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,849,592 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,849,592 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,761,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,000 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,000 | TotalTaxAmt |
| Distributable Before Adj | $286,092 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $286,092 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $286,092 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,520 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $161,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $159,876 | UndistributedIncomePYAmt |
| Qualifying Distributions | $161,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $159,876 | AppliedToYear1Amt |
| Applied To Current Year | $1,644 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $284,448 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carol Haynes | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24643 County Road 29 | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80734 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9708543494 | RecipientPhoneNum |
| Form And Info And Materials | Written applications or completed online. Personal information, cumulative grade scores, financial need, career choices or area of study in post-secondary education. Institution of choice. References, high school attended and year of graduation. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | March 15 every year. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be a graduate of Holyoke or Haxtun High School. Scholarships are distributed to the Post-Secondary school of the students choice. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Adams State University | ||||||
| 208 Edgemont Blvd | Alamosa | CO | 81101 | None | Scholarship | $6,250 |
| Baylor University | ||||||
| One Bear Place 97028 | Waco | TX | 76798 | None | Scholarship | $4,000 |
| Black Hills State University | ||||||
| 1200 University St | Spearfish | SD | 57799 | None | Scholarship | $2,000 |
| Brigham Young University | ||||||
| B-202 ASB | Provo | UT | 84602 | None | Scholarship | $2,000 |
| Chadron State College | ||||||
| 1000 Main St | Chadron | NE | 69337 | None | Scholarship | $2,000 |
| Colorado Christian University | ||||||
| 8787 West Alameda | Lakewood | CO | 80226 | None | Scholarship | $2,000 |
| Colorado Mesa University | ||||||
| 1100 North Ave | Grand Junction | CO | 81501 | None | Scholarship | $2,000 |
| Colorado School of Mines | ||||||
| 1200 16th St | Golden | CO | 80401 | None | Scholarship | $6,000 |
| Colorado State University | ||||||
| 1065 Campus Delivery | Fort Collins | CO | 80523 | None | Scholarship | $2,000 |
| Concordia University- NE | ||||||
| 800 N Columbia Ave | Seward | NE | 68434 | None | Scholarship | $4,000 |
| Dragon's Wagon Preschool | ||||||
| PO Box 363 | Holyoke | CO | 80734 | None | Scholarship | $5,000 |
| Grand Canyon University | ||||||
| 3300 West Camelback Rd | Phoenix | AZ | 85017 | None | Scholarship | $2,000 |
| Hastings College | ||||||
| 710 N Turner Ave | Hastings | NE | 68901 | None | Scholarship | $2,000 |
| Haxtun Bullpup Preschool | ||||||
| 201 West Powell St | Haxtun | CO | 80731 | None | Scholarship | $5,000 |
| Illinois College of Optometry | ||||||
| 3241 South Michigan Ave | Chicago | IL | 60616 | None | Scholarship | $4,000 |
| Kansas State University | ||||||
| 919 Mid-Campus Drive North | Manhattan | KS | 66506 | None | Scholarship | $6,000 |
| Laramie Community College | ||||||
| 1400 East College Dr | Cheyenne | WY | 82007 | None | Scholarship | $5,000 |
| McPherson College | ||||||
| 1600 East Euclid | McPherson | KS | 67460 | None | Scholarship | $2,000 |
| North Platte Comm College | ||||||
| 601 West State Farm Rd | North Platte | NE | 69101 | None | Scholarship | $1,000 |
| NW Kansas Technical College | ||||||
| 1209 Harrison St | Goodland | KS | 67735 | None | Scholarship | $2,000 |
| Northeastern Junior College | ||||||
| 100 College Ave | Sterling | CO | 80751 | None | Scholarship | $18,600 |
| Oklahoma Panhandle State University | ||||||
| Box 430 | Goodwell | OK | 73939 | None | Scholarship | $2,000 |
| Oklahoma State University | ||||||
| 113 Student Union | Stillwater | OK | 74078 | None | Scholarship | $2,000 |
| Phillips County Family Education | ||||||
| PO Box 365 | Holyoke | CO | 80734 | None | Scholarship | $5,000 |
| Red Rocks Community College | ||||||
| 13300 West 6th Ave | Lakewood | CO | 80228 | None | Scholarship | $2,000 |
| Regis University | ||||||
| 3333 Regis Boulevard | Denver | CO | 80221 | None | Scholarship | $2,000 |
| Southeast Community College | ||||||
| 600 State St | Milford | NE | 68405 | None | Scholarship | $3,000 |
| SD School of Mines & Technology | ||||||
| 501 East Saint Joseph St | Rapid City | SD | 57701 | None | Scholarship | $2,000 |
| Texas Tech University | ||||||
| 2500 Broadway | Lubbock | TX | 79409 | None | Scholarship | $1,000 |
| University of Colorado - Boulder | ||||||
| Scholarship Services 77UCB | Boulder | CO | 80309 | None | Scholarship | $5,000 |
| University of Colorado - CO Springs | ||||||
| Cragmor Hall Room 201 | Colorado Springs | CO | 80918 | None | Scholarship | $2,000 |
| University of Missouri | ||||||
| 11 Jesse Hall | Columbia | MO | 65211 | None | Scholarship | $3,350 |
| University of Nebraska- Lincoln | ||||||
| PO Box 880411 | Lincoln | NE | 68588 | None | Scholarship | $4,000 |
| University of Nebraska-Kearney | ||||||
| 905 West 25th St | Kearney | NE | 68849 | None | Scholarship | $6,000 |
| University of Nebraska-Medical Center | ||||||
| 984256 Nebraska Med Ctr | Omaha | NE | 68198 | None | Scholarship | $3,000 |
| University of Northern Colorado | ||||||
| 1051 22nd St Campus Box 33 | Greeley | CO | 80639 | None | Scholarship | $12,320 |
| University of Sioux Falls | ||||||
| 1101 West 22nd Street | Sioux Falls | SD | 57105 | None | Scholarship | $2,000 |
| University of Utah | ||||||
| 201 South 1460 East | Salt Lake City | UT | 84112 | None | Scholarship | $4,000 |
| University of Wyoming | ||||||
| 1000 East University Ave | Laramie | WY | 82071 | None | Scholarship | $10,000 |
| Utah State University | ||||||
| Old Main Hill | Logan UT | UT | 84322 | None | Scholarship | $2,000 |
| Western Welding Academy | ||||||
| 26 Kinsey Lane | Gillette | WY | 82716 | None | Scholarship | $2,000 |
| West Texas A & M University | ||||||
| WTAMU Box 60939 | Canyon | TX | 79016 | None | Scholarship | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,520 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,618 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,279 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $121,770 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,598 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $148,265 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,265 | 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 |
Transfer Schedule Detail TransferScheduleDetail
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Tax preparation | CategoryTxt |
| Amt | $2,210 | Amt |
| Net Investment Income | $2,210 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Depletion | PropertyDesc |
| Current Year Expense | $138 | CurrentYearExpenseAmt |
| Net Investment Income | $138 | NetInvestmentIncomeAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Farmland | CategoryOrItemTxt |
| Cost Or Other Basis | $2,380,825 | CostOrOtherBasisAmt |
| Book Value | $2,380,825 | BookValueAmt |
| EOYFMV | $5,067,675 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| American Balance Fund CL A | AT COST | $209,737 | $244,072 |
| Capital New World GRW Inc Fund A | AT COST | $219,341 | $225,140 |
| New Perspective Fund | AT COST | $137,843 | $136,742 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Coop Equity - Paoli Coop | $2,019 | $2,019 | $2,019 |
| Coop Equity - CHS | $4,745 | $4,745 | $4,745 |
| Federal tax deposits | $2,400 | $2,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Farm Rental Expenses | $177 | $177 |
| Property Taxes | $16,743 | $16,743 |
| Royalty Production Taxes | $280 | $280 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Depletion | Desc |
| Amt | $138 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Appraisal | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $2,850 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal taxes | $273 |
| Foreign taxes paid through mutual funds | $262 |