ALVA J FIELD MEMORIAL TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALVA J FIELD MEMORIAL TRUST (EIN 45-6010789)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-02-22
- IRS object ID
- 202240539349100409
- Schema version
- 2020v4.2
- 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 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 | 2022-02-22T15:57:23-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 7015772000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1735 | AddressLine1Txt |
| City | Williston | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 588011735 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chuck Neff | PersonNm |
| Person Title | Attorney | PersonTitleTxt |
| Phone | 7015772000 | PhoneNum |
| Signature | 2022-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Chuck | 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 | 2022-02-07 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,644,961 | 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 | $202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $202 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $264,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $264,800 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $19,845 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $19,845 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $17,107 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,403,232 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,477,087 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,403,232 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $709,154 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $709,154 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,397,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,397,233 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $37,900 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,475 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,425 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,878 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40,878 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $180,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $180,402 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,738 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,738 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $343 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $343 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $293,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $76,746 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $787,348 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $787,348 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,080,709 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $864,094 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,316,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,204,618 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $176,352 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $426,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $426,447 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $691,662 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $8,095 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $778,759 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $683,567 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $683,567 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,761,463 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,440,047 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,440,047 | 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 | $2,371,400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,778,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,612,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,644,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $15,778,834 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $19,612,321 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,778,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,612,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,778,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,612,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,778,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,316,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,516,963 | OtherIncreasesAmt |
| Subtotal | $19,612,321 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,612,321 | 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 |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $4,876,438 | $4,073,855 | $802,583 | $802,583 |
| Capital Gains Dividends | P | $600,649 | $600,649 | $600,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,403,232 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,644 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,644 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,644 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,607 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,607 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $165 | EsPenaltyAmt |
| Overpayment | $8,798 | OverpaymentAmt |
| Applied To ES Tax | $8,798 | 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 | $300 | $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 | $142,183 | 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. 14 new loans totaling $42,000 were made in fiscal year ending 2021. | Description1Txt |
| Expenses1 | $42,000 | Expenses1Amt |
| Total | $42,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,766,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $479,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,094,900 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,340,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,340,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,035,846 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,001,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,001,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,644 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,644 | TotalTaxAmt |
| Distributable Before Adj | $971,148 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $189,166 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,160,314 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,160,314 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $864,094 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $42,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $906,094 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $906,094 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,160,314 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $709,964 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $906,094 | QualifyingDistributionsAmt |
| Applied To Year1 | $709,964 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $196,130 | 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 | $964,184 | 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 (243 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Zaste Braeden | |||||||
| 4848 Hwy 85 Lot 317 | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Wonser Ethan | |||||||
| PO Box 665 | Tioga | ND | 58852 | None | I | Individual Scholarship | $935 |
| Wolla Sophia | |||||||
| PO Box 361 | Tioga | ND | 58852 | None | I | Individual Scholarship | $935 |
| Wolfe Mikayla | |||||||
| 25 Beaver Lodge Lane | Tioga | ND | 58852 | None | I | Individual Scholarship | $2,000 |
| Wilt Nicholas | |||||||
| 211 22nd St East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Williston State College Foundation | |||||||
| PO Box 1286 | Williston | ND | 58801 | None | PC | To support the individual scholarship fund | $200,000 |
| Williams Jonathan | |||||||
| 5326 134th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Wheeler Evan | |||||||
| 6561 115th Ave NW | Ray | ND | 58849 | None | I | Individual Scholarship | $950 |
| Westphal Anthony | |||||||
| 2309 6th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Wenstad Kaia | |||||||
| 1822 15th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Watterson Morgan | |||||||
| 7389 21st St South | Fargo | ND | 58104 | None | I | Individual Scholarship | $3,176 |
| Ward Emma Riley | |||||||
| 621 42nd St East Apt 1032 | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Volz Martha | |||||||
| 1307 Main Street | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Valliere Asha | |||||||
| PO Box 533 | Tioga | ND | 58852 | None | I | Individual Scholarship | $935 |
| Vader Hailey | |||||||
| 2101 24th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Urbi Lauren | |||||||
| 513 2nd Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Urbi Angelica V | |||||||
| 513 2nd Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Tong Andrew | |||||||
| 1000 N Park Ave Room 210 | Tucson | AZ | 857210066 | None | I | Individual Scholarship | $1,000 |
| Thompson Hannah | |||||||
| 806 15th Ave W | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Thompson Halsten | |||||||
| 806 15th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Teske Triten | |||||||
| 3150 Sheyenne St Apt 410 | West Fargo | ND | 58078 | None | I | Individual Scholarship | $1,500 |
| Suhr Nicole | |||||||
| 3841 Gardenview Dr Apt 210 | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $4,400 |
| Stillwell Ryland | |||||||
| 4920 Western Way | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Stewart Amie | |||||||
| 1410 S Cherry Lane | Holmen | WI | 54636 | None | I | Individual Scholarship | $2,500 |
| Stensland Allison Layne | |||||||
| 719 1st Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $3,176 |
| Steffins Morgan | |||||||
| PO Box 5903 Apt 208 | Fargo | ND | 581055903 | None | I | Individual Scholarship | $1,574 |
| Stauffer Danielle | |||||||
| 2012 Dublin Lane | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Staal Timothy | |||||||
| 617 N Welo Street | Tioga | ND | 58852 | None | I | Individual Scholarship | $935 |
| St Pierre Alyssa | |||||||
| PO Box 11 | Trenton | ND | 58853 | None | I | Individual Scholarship | $750 |
| St Pierre Alexa | |||||||
| PO Box 11 | Trenton | ND | 58853 | None | I | Individual Scholarship | $750 |
| Solomonson Grace | |||||||
| 1302 4th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Solem Kayla | |||||||
| 3725 Wheat Ridge St | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Smith Candi | |||||||
| 1321 Goldenwood Drive | West Fargo | ND | 58078 | None | I | Individual Scholarship | $5,676 |
| Smith Alexis | |||||||
| 7853 Highway 85 | Zahl | ND | 58856 | None | I | Individual Scholarship | $2,474 |
| Skor Ian | |||||||
| 2331 17th Circle West | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Skor Brendon | |||||||
| 2331 17th Circle West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Skabo Peyton | |||||||
| 7566 102nd Ave NW | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Sime Jenna | |||||||
| 5469 139th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Sigvaldsen Abby | |||||||
| 5791 128th Dr NW | Epping | ND | 58843 | None | I | Individual Scholarship | $670 |
| Sheets Denver | |||||||
| 5781 140th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Seven Kaylee | |||||||
| 6810 University Ave N | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Senior Logan T | |||||||
| 5626 Border Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $3,176 |
| Semenko Shannon | |||||||
| 4981 Everson Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $4,676 |
| Seidel Dusti | |||||||
| 414 West Broadway | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Schroeder McKenzie | |||||||
| 214 5th Ave NE | Kenmare | ND | 58746 | None | I | Individual Scholarship | $1,500 |
| Schmit Kennon | |||||||
| 1219 4th Ave E | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Schmit Ellie | |||||||
| 1219 4th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Sandoval-Del Rio Alicia | |||||||
| 906 1st Ave W | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Sanders Maelyn | |||||||
| PO Box 425 | Tioga | ND | 58852 | None | I | Individual Scholarship | $935 |
| Sanders Chant | |||||||
| PO Box 425 | Tioga | ND | 58852 | None | I | Individual Scholarship | $3,700 |
| Salinas Reanna | |||||||
| 10398 65th St NW | Tioga | ND | 58852 | None | I | Individual Scholarship | $2,000 |
| Rustand Kari | |||||||
| 4966 Lakeview Loop | Williston | ND | 58801 | None | I | Individual Scholarship | $3,176 |
| Roth Katherine | |||||||
| PO Box 465 | Jamestown | ND | 58402 | None | I | Individual Scholarship | $9,576 |
| Ring Shannon | |||||||
| 210 65th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Rickett Amanda | |||||||
| 1315 8th St NW | Minot | ND | 58701 | None | I | Individual Scholarship | $2,500 |
| Rickett Alan | |||||||
| 925 15th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Richter Matthew | |||||||
| 1900 Crest Street | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Renicker Amanda | |||||||
| 811 4th Ave W | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Remus Connor Dean | |||||||
| 2015 Bison Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $3,176 |
| Reinke Ann | |||||||
| 2122 1st Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,430 |
| Rehak Parker | |||||||
| 303 11th Street East | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Rehak Kaitlyn | |||||||
| 303 11th Street East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Ray Logan | |||||||
| PO Box 614 | Ray | ND | 58849 | None | I | Individual Scholarship | $1,300 |
| Raulston Mya | |||||||
| 5384 134th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Ratzak Tamika | |||||||
| 2205 16th Street East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Ramberg Grace | |||||||
| PO Box 854 | Tioga | ND | 58852 | None | I | Individual Scholarship | $2,000 |
| Radtke Blaine | |||||||
| PO Box 2131 | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Qvale Elise | |||||||
| 9269 Silver Glen Way | Lake Worth | FL | 33467 | None | I | Individual Scholarship | $4,400 |
| Powell Trevor Steven | |||||||
| 1611 5th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Powell Abby | |||||||
| 1611 5th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Pippin Sarah | |||||||
| 2303 Shoal Loop SE 216 | Mandan | ND | 58554 | None | I | Individual Scholarship | $5,676 |
| Pippin Helene | |||||||
| 2640 13th Ave | Foreest Grove | OR | 97116 | None | I | Individual Scholarship | $5,676 |
| Pippin Bethanie | |||||||
| PO Box 2773 | Williston | ND | 588022773 | None | I | Individual Scholarship | $1,500 |
| Peterson Kinley | |||||||
| 13482 79th St NW | Alamo | ND | 58830 | None | I | Individual Scholarship | $2,474 |
| Peterson Kale | |||||||
| 13482 79th St NW | Alamo | ND | 58830 | None | I | Individual Scholarship | $1,000 |
| Peterson Bailey | |||||||
| 13482 79th St NW | Alamo | ND | 58830 | None | I | Individual Scholarship | $5,200 |
| Perdue Kendra | |||||||
| 3837 River Drive South | Fargo | ND | 58104 | None | I | Individual Scholarship | $4,400 |
| Pederson Kaden | |||||||
| PO Box 631 | Tioga | ND | 58852 | None | I | Individual Scholarship | $2,000 |
| Pederson Evan | |||||||
| 1304 Cottonwood St | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $1,000 |
| Pederson Ella | |||||||
| 11 20th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $3,176 |
| Paine Jeremiah | |||||||
| 15145 98th St NW | Westby | MT | 59275 | None | I | Individual Scholarship | $2,474 |
| Pacheco Joseph | |||||||
| 5469 Matthew Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Pacheco Isaac | |||||||
| 5465 Matthew Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Owens Caleb | |||||||
| 1520 2nd Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Overland Tracer | |||||||
| 1227 13th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Oster Madelyn | |||||||
| 302 6th Ave East | Ray | ND | 58849 | None | I | Individual Scholarship | $670 |
| Oster Lydia | |||||||
| 302 6th Ave East | Ray | ND | 58849 | None | I | Individual Scholarship | $1,195 |
| Olson Taya | |||||||
| 1711 22nd Ave S Apt 19 | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $1,500 |
| Olson Lori | |||||||
| 14635 Hwy 1804 | Williston | ND | 58801 | None | I | Individual Scholarship | $3,220 |
| Olson Kathryn | |||||||
| 1601 1st Ave N Apt 215 | Moorhead | MN | 56560 | None | I | Individual Scholarship | $1,500 |
| Olson Karli | |||||||
| 8063 111th Ave NW | Wildrose | ND | 58795 | None | I | Individual Scholarship | $3,700 |
| Ogaard Alysse | |||||||
| 712 17th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Norgaard Adeline | |||||||
| PO Box 891 | Tioga | ND | 58852 | None | I | Individual Scholarship | $935 |
| Norby Kella | |||||||
| 305 22nd Street East | Williston | ND | 58801 | None | I | Individual Scholarship | $750 |
| Norby Jadin | |||||||
| 4905 Prairie Lane | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Njos Megan | |||||||
| 1315 1st Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Nicholson Carly-Anne | |||||||
| 419 6th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Nelson Hatley D | |||||||
| 5107 117th Ave NW | Ray | ND | 58849 | None | I | Individual Scholarship | $950 |
| Moe Alexis Fixen | |||||||
| 4209 17th St S | Moorhead | MN | 56560 | None | I | Individual Scholarship | $5,676 |
| Miller Samantha | |||||||
| PO Box 487 | Bottineau | ND | 58318 | None | I | Individual Scholarship | $2,500 |
| Miller Sadie | |||||||
| 8310 Woodward Street | Overland Park | KS | 66212 | None | I | Individual Scholarship | $2,500 |
| Miller Madison A | |||||||
| 4930 Valley View Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Miller Camdin | |||||||
| 509 12th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Miller Calvin Monroe | |||||||
| 501 8th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Michaelson Paul | |||||||
| 3237 Devan Drive | Bismarck | ND | 58504 | None | I | Individual Scholarship | $5,676 |
| Michaelson Brianna | |||||||
| 3237 Devon Drive | Bismarck | ND | 58504 | None | I | Individual Scholarship | $3,176 |
| Melland Tessa | |||||||
| 505 13th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Melland Kyla | |||||||
| 505 13th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Mehlhoff Madison | |||||||
| 13936 Antelope Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Mehlhoff Kiara | |||||||
| 13936 Antelope Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| McNary Aubrey | |||||||
| 116 Walnut Street | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $3,000 |
| McKenzie Hannah | |||||||
| 4901 127th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $3,176 |
| Martinez Dominic Rene | |||||||
| 1520 10th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Marburger Ava | |||||||
| 1620 Creekside Drive West | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Main Sierra | |||||||
| 3132 Golden Vista Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Maddock Kelli | |||||||
| 5139 10h Ave S | Fargo | ND | 58103 | None | I | Individual Scholarship | $3,176 |
| Mack Kole | |||||||
| 114 8th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Mack Keaton | |||||||
| 114 8th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Mack Karter | |||||||
| 114 8th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Lysne Jocelyn | |||||||
| 916 2nd Ave E | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Lysne Emily | |||||||
| 6700 University Drive | Bismarck | ND | 58504 | None | I | Individual Scholarship | $2,500 |
| Lucy Raghen | |||||||
| PO Box 2753 | Williston | ND | 58801 | None | I | Individual Scholarship | $3,176 |
| Longie Kass | |||||||
| 424 W Mifflin St Apt 102 | Madison | WI | 53703 | None | I | Individual Scholarship | $3,700 |
| Longie Karter | |||||||
| 6635 Highway 40 | Tioga | ND | 58852 | None | I | Individual Scholarship | $935 |
| Lemus Jacqueline | |||||||
| 422 4th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Larson Taylor Nichole | |||||||
| 13691 Redwood Way NW | Williston | ND | 58801 | None | I | Individual Scholarship | $1,342 |
| Larson Olivia Ann | |||||||
| 13321 Independence St | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Larson Jeremy Alan | |||||||
| 13691 Redwood Way NW | Williston | ND | 58801 | None | I | Individual Scholarship | $1,342 |
| Larson Abigail | |||||||
| 6568 103rd Ave NW | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Krodel Paige Nichole | |||||||
| 414 14th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Kreil Emily | |||||||
| PO Box 476 | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Kreft Annette | |||||||
| 6861 60th Ave South | Horace | ND | 58047 | None | I | Individual Scholarship | $2,200 |
| Kohler Jamie | |||||||
| 2418 15th Ave W | Williston | ND | 58801 | None | I | Individual Scholarship | $4,676 |
| Knudson Dantae | |||||||
| 1103 35th St N Apt 310 | Fargo | ND | 58102 | None | I | Individual Scholarship | $2,000 |
| Knudson Abigail | |||||||
| 1027 Hwy 1804 | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,500 |
| Knudsen Torgun | |||||||
| 1503 2nd Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Knox Shelby | |||||||
| PO Box 637 | Ray | ND | 58849 | None | I | Individual Scholarship | $1,000 |
| Knox Danika | |||||||
| PO Box 572 | Ray | ND | 58849 | None | I | Individual Scholarship | $1,825 |
| Klassen Koby | |||||||
| 14709 Mortenson Street | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Ketelsen Johnathan | |||||||
| PO Box 41 | Ray | ND | 58849 | None | I | Individual Scholarship | $670 |
| Ketelsen Emily | |||||||
| 901 13th St South | Moorhead | MN | 56560 | None | I | Individual Scholarship | $2,250 |
| Kennell Casey | |||||||
| PO Box 55 | Tioga | ND | 58852 | None | I | Individual Scholarship | $2,000 |
| Kemp Hayden | |||||||
| 2315 9th Ave North | Grand Forks | ND | 58203 | None | I | Individual Scholarship | $3,000 |
| Kemp Adam | |||||||
| 4951 Lakeview Loop | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Jungels Trey | |||||||
| 804 16th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Joyce Ryan | |||||||
| 306 N Main St PO Bxo 639 | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Joyce Patrick | |||||||
| 1848 39th St S Apt 205 | Fargo | ND | 58103 | None | I | Individual Scholarship | $1,000 |
| Jorgenson Mercedes | |||||||
| 1412 4th Ave W | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Jorgenson Megan | |||||||
| 5757 145th Ave NW | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Jorgenson Logan Kansas | |||||||
| 5125 Overland Drive Unit E3 | Lawrence | KS | 66049 | None | I | Individual Scholarship | $2,500 |
| Johnson Hannah | |||||||
| 8765 146th Ave NW | Grenora | ND | 58845 | None | I | Individual Scholarship | $2,474 |
| Johnson Emily | |||||||
| 11747 55th St NW | Ray | ND | 58849 | None | I | Individual Scholarship | $950 |
| Imagination Library | |||||||
| PO Box 1407 | Williston | ND | 58802 | None | PC | General Support | $1,000 |
| Huschka Abagale | |||||||
| 1408 5th Ave SE | Minot | ND | 58701 | None | I | Individual Scholarship | $3,000 |
| Huck Addison Grae | |||||||
| 3173 Wheeling Street | Aurora | CO | 80011 | None | I | Individual Scholarship | $3,176 |
| Holte Jurni | |||||||
| 1327 23rd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Hokanson Beth | |||||||
| 1537 Creekside Drive West | Williston | ND | 58801 | None | I | Individual Scholarship | $2,200 |
| Hodenfield Haley | |||||||
| 6683 119th Ave NW | Ray | ND | 58849 | None | I | Individual Scholarship | $1,250 |
| Hodenfield Garrett | |||||||
| 6683 119th Ave NW | Ray | ND | 58849 | None | I | Individual Scholarship | $950 |
| Hodenfield Brooks | |||||||
| 515 14th Ave SE Apt B468 | Minneapolis | MN | 55414 | None | I | Individual Scholarship | $1,500 |
| Hill Garret | |||||||
| 815 15th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Hildebrandt Kristina | |||||||
| 1535 Creekside Drive West | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Herring Michael | |||||||
| 923 Barrington Drive | Cedar Falls | IA | 50613 | None | I | Individual Scholarship | $5,676 |
| Hermanson Tyler | |||||||
| 510 17th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Hermanson Tanner | |||||||
| 3700 Ruemmele Road Apt 414 | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $2,500 |
| Helstad Jalyn | |||||||
| 2413 22nd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Haux Lexis | |||||||
| 8549 E Leland Street | Mesa | AZ | 85207 | None | I | Individual Scholarship | $2,500 |
| Haux Jada | |||||||
| 1919 University Drive Apt 307 | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Haugenoe Camden | |||||||
| 305 14th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Hass Brandie | |||||||
| 121 23rd St East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Haskins Cole | |||||||
| 2217 9th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Harstad Taya | |||||||
| 4022 4th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Hanson Shelby | |||||||
| 1209 1st Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Hanson Reed | |||||||
| 1806 4th Ave E | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Hanson Baylee | |||||||
| 1806 4th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Hall Katelyn | |||||||
| 1628 20th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Haase Justine | |||||||
| PO Box 727 | Ray | ND | 58849 | None | I | Individual Scholarship | $4,400 |
| Gutknecht Jami | |||||||
| 809 28th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Guritz Erin UND | |||||||
| 198 Mulberry Loop | Minot | ND | 58703 | None | I | Individual Scholarship | $2,700 |
| Goebel John C | |||||||
| 1321 University Ave | Wlliston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Goebel Elizabeth | |||||||
| 1321 University Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Germundson Tanner | |||||||
| 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 | $5,676 |
| Germundson Jason | |||||||
| 60 70th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Germundson Jan Renae | |||||||
| 8401 Memory Lane | Horace | ND | 58047 | None | I | Individual Scholarship | $2,500 |
| Germundson Danielle | |||||||
| 3700 Rimrock Road Apt 414 | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $5,676 |
| Gathman Molly | |||||||
| 1918 22nd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Folvag Brynn | |||||||
| PO Box 73 | Grenora | ND | 58845 | None | I | Individual Scholarship | $1,000 |
| Fetzer Laura | |||||||
| 1603 Creekside Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Fetzer Amanda | |||||||
| 1603 Creekside Drive West | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Ferguson Kailee Lamar | |||||||
| 705 6th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Fearing Lauren | |||||||
| 610 13th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Fearing Katherine | |||||||
| 610 13th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Everson Leif | |||||||
| 405 14th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $4,676 |
| Eslinger Aniston | |||||||
| 1216 East Hillcourt | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Engberg Danielle | |||||||
| 1618 20th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $2,542 |
| Enander Cornelia | |||||||
| 8236 149th Ave NW | Grenora | ND | 58845 | None | I | Individual Scholarship | $900 |
| Ell Samantha | |||||||
| 1224 13th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,176 |
| Eckart Brittney | |||||||
| 709 17th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Donner Jacob | |||||||
| 1909 2nd Ave E | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Donnelly Emily | |||||||
| 1100 N Broadway Apt 404 | Minot | ND | 58703 | None | I | Individual Scholarship | $1,500 |
| Dolan Maari | |||||||
| PO Box 32 | Ray | ND | 58849 | None | I | Individual Scholarship | $4,100 |
| Doeden Caleb | |||||||
| 1214 Knoll St | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Doeden Brady | |||||||
| 1214 Knoll Street | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Ditch Jordan | |||||||
| 715 19th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Decker Ethan | |||||||
| 701 52nd Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $2,342 |
| Dean Tayla | |||||||
| 10430 72nd St NW | Tioga | ND | 58852 | None | I | Individual Scholarship | $2,700 |
| Dean McKenzy | |||||||
| 10430 72nd St NW | Tioga | ND | 58852 | None | I | Individual Scholarship | $1,000 |
| Dean Haley | |||||||
| 93099 Marcola Road | Marcola | OR | 97454 | None | I | Individual Scholarship | $1,000 |
| Daley Shawna | |||||||
| 2301 8th Ave East | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Collings Carly | |||||||
| 2305 12th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Case Noah B | |||||||
| 320 30th Ave N Apt 233 | Fargo | ND | 58102 | None | I | Individual Scholarship | $1,500 |
| Cancade Tenlee | |||||||
| PO Box 643 | Ray | ND | 58849 | None | I | Individual Scholarship | $670 |
| Campbell Kaitlynn | |||||||
| 14022 Lake View Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $1,430 |
| Campbell Anthony | |||||||
| 14022 Lake View Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $1,430 |
| Bustad Erin Nicole | |||||||
| 4874 Hwy 85 349 | Williston | ND | 58801 | None | I | Individual Scholarship | $3,176 |
| Briston Erik L | |||||||
| 6905 University Ave North | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Brimhall Clara | |||||||
| PO Box 1060 | Tioga | ND | 58852 | None | I | Individual Scholarship | $2,000 |
| Brimhall Betsy | |||||||
| PO Box 1060 | Tioga | ND | 58852 | None | I | Individual Scholarship | $935 |
| Bressler Jonathan | |||||||
| 2532 East Ave C | Bismarck | ND | 58501 | None | I | Individual Scholarship | $3,542 |
| Bratcher Jaxen | |||||||
| 1802 23rd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $4,676 |
| Bratcher Bryn | |||||||
| 1802 23rd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Brackey Stephanie | |||||||
| 1814 16th Court West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Boston Sarah | |||||||
| 413 11th Street East | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Boston Reo | |||||||
| 413 11th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $3,176 |
| Bosley Morgan | |||||||
| 1505 University Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Borseth Dylan | |||||||
| 1219 E Hillcourt | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Black Ashley | |||||||
| 3515 Cherry Street | Grand Forks | ND | 58201 | None | I | Individual Scholarship | $3,176 |
| Bickler Erick | |||||||
| 3917 West Front St | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Beretta Luca | |||||||
| 3100 Golden Vista Ave | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Bendixson Kinsley | |||||||
| 428 12th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Barraza Miranda | |||||||
| 1618 10th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,000 |
| Babcock Jonathan | |||||||
| 1120 5th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Babcock Caleb | |||||||
| 1120 5th Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,000 |
| Askim Giles | |||||||
| 201 9th St East | Williston | ND | 58801 | None | I | Individual Scholarship | $800 |
| Armstrong Amy | |||||||
| 13679 Hawthorn Loop NW | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Anderson Rachel | |||||||
| 505 West Highland Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Anderson Erin | |||||||
| 125 Main St 310 | Williston | ND | 58801 | None | I | Individual Scholarship | $5,676 |
| Allard Brittny A | |||||||
| 415 1st Ave West | Williston | ND | 58801 | None | I | Individual Scholarship | $2,500 |
| Adamson Julia | |||||||
| 701 7th St West | Williston | ND | 58801 | None | I | Individual Scholarship | $3,176 |
| Abuhl Olivia | |||||||
| 204 E Highland Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $3,630 |
| Abuhl Bremen | |||||||
| 204 East Highland Drive | Williston | ND | 58801 | None | I | Individual Scholarship | $3,630 |
| Aberle Brady | |||||||
| 1816 23rd St West | Williston | ND | 58801 | None | I | Individual Scholarship | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $787,348 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest on student loans | Desc |
| Related Or Exempt Function Incm | $22,011 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,800 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $17,107 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $687,143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,403,232 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,372,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,011 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,394,495 | 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 | $40,878 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,878 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Farmers Union Elevator | $30 | $30 |
| Ishares Core S&P SmallCap Etf | $219,068 | $219,068 |
| Thornburg LTD Term Income CL I | $220,970 | $220,970 |
| JPMorgan Equity Income CL I | $215,037 | $215,037 |
| JPMorgan Core Plus Bond CL I | $222,289 | $222,289 |
| SPDR Portfolio S&P 500 Value TF | $212,804 | $212,804 |
| Pimco Income CL I2 | $257,754 | $257,754 |
| Pinoeer Fundamental Growth CL Y | $457,336 | $457,336 |
| PGIM High Yield Cl Z | $164,350 | $164,350 |
| Ishares MSCI EAFE Min Volatility Factor ETF | $290,074 | $290,074 |
| Ishares MSCI USA Min Volatility Factor ETF | $512,105 | $512,105 |
| BNY Mellon Global Fixed Income CL I | $251,644 | $251,644 |
| BNY Mellon Small Mid Cap Growth CL I | $155,387 | $155,387 |
| Ishares Gold Trust New | $90,781 | $90,781 |
| AB Small Cap GRW Adv | $57,153 | $57,153 |
| Artisan Mid Cap Value | $443,966 | $443,966 |
| Baron Growth Institutional | $55,455 | $55,455 |
| Blackrock Equity Dividend | $1,016,087 | $1,016,087 |
| Blackrock Hi Yield BD PTF Ins | $331,910 | $331,910 |
| Blackrock Low Dur BD Inv Ints | $882,615 | $882,615 |
| Cambiar Small Cap Inv | $110,164 | $110,164 |
| Columbia Select LG Cap GW I | $374,731 | $374,731 |
| Harding Loevner Emerg Mkts Adv | $998,238 | $998,238 |
| Invesco Intl Growth Y | $2,294,440 | $2,294,440 |
| Invesco Small Cap Value Y | $110,214 | $110,214 |
| Ivy Mid Cap Growth I | $336,938 | $336,938 |
| Metropolitan West Tot Ret BD I | $1,160,394 | $1,160,394 |
| Oakmark Fund Advisor | $872,581 | $872,581 |
| Pioneer Fundamental Growth Y | $860,836 | $860,836 |
| Western Asset Core Plus BD I | $1,160,131 | $1,160,131 |
| Ishares Inc ESG AWR MSCI EM | $199,157 | $199,157 |
| Ishares TR Core S&P SCP ETF | $143,937 | $143,937 |
| Ishares TR Core S&P 500 ETF | $542,129 | $542,129 |
| Ishares TR Core Total USD | $552,445 | $552,445 |
| Ishares TR EAFE Grwth ETF | $190,422 | $190,422 |
| Ishares TR EAFE Value ETF | $315,063 | $315,063 |
| Ishares TR ESG AWR MSCI USA | $377,042 | $377,042 |
| Ishares TR Faln Angls USD | $102,793 | $102,793 |
| Ishares TR Global Finls ETF | $119,209 | $119,209 |
| Ishares TR Global Tech ETF | $42,865 | $42,865 |
| Ishares TR ISHS 1-5 YR Invs | $446,921 | $446,921 |
| Ishares TR MBS ETF | $96,974 | $96,974 |
| Ishares TR MSCI USA Mmentm | $64,516 | $64,516 |
| Ishares TR MSCI USA Value | $161,582 | $161,582 |
| Ishares TR US Energy ETF | $67,431 | $67,431 |
| Ishares TR US Treas BD ETF | $552,668 | $552,668 |
| Ishares US ETF TR CSCI Cmdty Stgy | $129,411 | $129,411 |
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 | $37,900 | LegalFeesAmt |
| Net Investment Income | $9,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,425 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Mineral Rights | Desc |
| EOYFMV | $2,371,400 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administrative | $243 | $0 | $243 |
| Bad Debt | $100 | $0 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Oil Royalties | $686,893 | $686,893 | $686,893 |
| Easement | $250 | $250 | $250 |
| Interest on student loans | $22,011 | $22,011 | $22,011 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gains and Losses | $2,464,989 |
| Return of PY Scholarships Issued | $45,974 |
| Return of PY UN Pilgrimage for Youth payments | $6,000 |
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 | $691,662 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisor fees | CategoryTxt |
| Amt | $180,402 | Amt |
| Net Investment Income | $180,402 | 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 | $24,000 | $0 | $0 |
| Real Estate Taxes | $2,738 | $2,738 | $0 |