LELAND TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LELAND TR (EIN 80-6178802)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-10
- IRS object ID
- 202501619349100210
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-10T12:53:23-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russell R Haynes CPA | PreparerPersonNm |
| PTIN | P00920516 | PTIN |
| Phone | 9709887658 | PhoneNum |
| Preparation | 2025-06-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,683,331 | 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 | $2,508 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $604 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,572 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,572 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $140,196 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $140,196 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $140,196 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $67,352 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $195,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,352 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $220,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,724 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,340 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,507 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $304 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,020 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,922 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,922 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,789 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $289,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $201,060 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,057 | CashBOYAmt |
| Cash EOY | $4,368 | CashEOYAmt |
| Cash EOYFMV | $4,368 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $64,739 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,020 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $49,566 | 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 | $498,833 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $428,645 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $552,492 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,764 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,164 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,164 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,962,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,873,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,683,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,962,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,873,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,962,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,873,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,962,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,873,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,962,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,161 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,873,088 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,873,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| American Balanced Fund A | P | 2013-01-02 | 2024-07-30 | $68,351 | $49,644 | $18,707 | $18,707 |
| American Capital World Growth Income A | P | 2013-01-02 | 2024-07-30 | $49,530 | $39,001 | $10,529 | $10,529 |
| American New Perspective Fund A | P | 2013-01-02 | 2024-07-30 | $31,933 | $24,720 | $7,213 | $7,213 |
| MA State Bond | P | 2009-09-10 | 2024-05-01 | $15,000 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,352 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,795 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,795 | SubtotalAmt |
| Tax Based On Investment Income | $2,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,600 | OriginalReturnTaxPaidAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $796 | OverpaymentAmt |
| Applied To ES Tax | $796 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 |
| 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| 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 |
| 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 | $289,922 | 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 | $690,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,067,675 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,785,522 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,785,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,783 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,698,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,795 | TotalTaxAmt |
| Distributable Before Adj | $282,142 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $282,142 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $282,142 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $289,922 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $289,922 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $285,478 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2022 | PriorYear3Yr |
| Total For Prior Years | $6,758 | TotalForPriorYearsAmt |
| Qualifying Distributions | $289,922 | QualifyingDistributionsAmt |
| Applied To Year1 | $285,478 | AppliedToYear1Amt |
| Applied To Current Year | $4,444 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $6,758 | PriorYearUndistributedIncmAmt |
| Taxable1 | $6,758 | Taxable1Amt |
| Undistributed Income CY | $277,698 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| University of Northern Colorado | ||||||
| 1051 22nd St Campus Box 33 | Greeley | CO | 80639 | None | Scholarships | $30,962 |
| University of Colorado - Boulder | ||||||
| Scholarship Services 77UCB | Boulder | CO | 80309 | None | Scholarships | $25,796 |
| Aveda Institute | ||||||
| 801 Kalamath St | Denver | CO | 80204 | None | Scholarships | $3,000 |
| Palmer College of Chiropractic | ||||||
| 1000 Brady St | Davenport | IA | 52803 | None | Scholarships | $7,500 |
| Adams State University | ||||||
| 208 Edgemont Blvd | Alamosa | CO | 81101 | None | Scholarships | $340 |
| Denver Seminary | ||||||
| 6399 S Santa Fe Dr | Littleton | CO | 80120 | None | Scholarships | $3,874 |
| University of Colorado--Denver | ||||||
| 1201 Larimer St | Denver | CO | 80204 | None | Scholarships | $10,107 |
| Black Hills State University | ||||||
| 1200 University St | Spearfish | SD | 57799 | None | Scholarships | $11,250 |
| Baylor University | ||||||
| One Bear Place 97028 | Waco | TX | 76798 | None | Scholarships | $7,750 |
| Colorado Christian University | ||||||
| 8787 West Alameda | Lakewood | CO | 80226 | None | Scholarships | $2,502 |
| Aims Community College | ||||||
| Box 69 | Greeley | CO | 80632 | None | Scholarships | $3,670 |
| Colorado School of Mines | ||||||
| 1200 16th St | Golden | CO | 80401 | None | Scholarships | $7,000 |
| Grand Canyon University | ||||||
| 3300 West Camelback Rd | Phoenix | AZ | 85017 | None | Scholarships | $7,000 |
| Oklahoma State University | ||||||
| 113 Student Union | Stillwater | OK | 74078 | None | Scholarships | $6,503 |
| Northeastern Junior College | ||||||
| 100 College Ave | Sterling | CO | 80751 | None | Scholarships | $28,000 |
| Southeast Community College | ||||||
| 600 State St | Milford | NE | 68405 | None | Scholarships | $10,500 |
| SD School of Mines & Technology | ||||||
| 501 East Saint Joseph St | Rapid City | SD | 57701 | None | Scholarships | $8,500 |
| University of Nebraska- Lincoln | ||||||
| PO Box 880411 | Lincoln | NE | 68588 | None | Scholarships | $14,000 |
| University of Wyoming | ||||||
| 1000 East University Ave | Laramie | WY | 82071 | None | Scholarships | $8,500 |
| Colorado State University | ||||||
| 1065 Campus Delivery | Fort Collins | CO | 80523 | None | Scholarships | $3,500 |
| Concordia University- NE | ||||||
| 800 N Columbia Ave | Seward | NE | 68434 | None | Scholarships | $3,500 |
| Laramie Community College | ||||||
| 1400 East College Dr | Cheyenne | WY | 82007 | None | Scholarships | $3,500 |
| McPherson College | ||||||
| 1600 East Euclid | McPherson | KS | 67460 | None | Scholarships | $3,500 |
| Regis University | ||||||
| 3333 Regis Boulevard | Denver | CO | 80221 | None | Scholarships | $3,500 |
| Western Colorado University | ||||||
| 1 Western Way | Gunnison | CO | 81231 | None | Scholarships | $3,500 |
| West Texas A & M University | ||||||
| WTAMU Box 60939 | Canyon | TX | 79016 | None | Scholarships | $3,500 |
| University of Nebraska-Medical Center | ||||||
| 984256 Nebraska Med Ctr | Omaha | NE | 68198 | None | Scholarships | $3,500 |
| Fort Lewis College | ||||||
| 1000 Rim Dr | Durango | CO | 81301 | None | Scholarships | $3,500 |
| Texas Christian University | ||||||
| 2800 South University Dr | Fort Worth | TX | 76109 | None | Scholarships | $3,500 |
| Lamar Community College | ||||||
| 2401 S Main St | Lamar | CO | 81052 | None | Scholarships | $1,500 |
| Fort Hays State University | ||||||
| 317 Picken Hall | Hays | KS | 67601 | None | Scholarships | $1,000 |
| Nebraska College of Technical Agriculture | ||||||
| 404 E 7th St | Curtis | NE | 69025 | None | Scholarships | $3,500 |
| University of Colorado - CO Springs | ||||||
| Cragmor Hall Room 201 | Colorado Springs | CO | 80918 | None | Scholarships | $6,668 |
| McCook Commuity College | ||||||
| 1205 E 3rd St | McCook | NE | 69001 | None | Scholarships | $3,500 |
| Midland University | ||||||
| 900 N Clarkson St | Fremont | NE | 68025 | None | Scholarships | $3,500 |
| South Dakota State University | ||||||
| 1451 Stadium Rd | Brookings | SD | 57007 | None | Scholarships | $2,000 |
| Creighton University | ||||||
| 2500 California Plz | Omaha | NE | 68178 | None | Scholarships | $5,500 |
| Illinois College of Optometry | ||||||
| 3241 South Michigan Ave | Chicago | IL | 60616 | None | Scholarships | $2,500 |
| NW Kansas Technical College | ||||||
| 1209 Harrison St | Goodland | KS | 67735 | None | Scholarships | $3,500 |
| Phillips County Family Education | ||||||
| PO Box 365 | Holyoke | CO | 80734 | None | Scholarships | $3,000 |
| Baby Bear Hugs | ||||||
| 201 S Main Street | Yuma | CO | 80759 | None | Scholarships | $2,000 |
| Dragon's Wagon Preschool | ||||||
| PO Box 363 | Holyoke | CO | 80734 | None | Scholarships | $10,000 |
| Haxtun Bullpup Preschool | ||||||
| 201 West Powell St | Haxtun | CO | 80731 | None | Scholarships | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,922 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,508 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,572 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $140,196 | 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 | $67,352 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $220,628 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $220,628 | 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 | $2,340 | Amt |
| Net Investment Income | $2,340 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Depletion | PropertyDesc |
| Prior Year Depreciation | $37 | PriorYearDepreciationAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,719 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,014 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $40,301 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $39,552 | StateLocalSecEOYFMVAmt |
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 | $187,841 | $252,431 |
| Capital New World GRW Inc Fund A | AT COST | $148,103 | $182,026 |
| New Perspective Fund | AT COST | $92,701 | $118,035 |
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 | $2,000 | $2,400 | $2,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Farm Rental Expenses | $160 | $160 |
| Property Taxes | $14,860 | $14,860 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal taxes | $2,203 | |
| Foreign taxes paid through mutual funds | $304 | $304 |