SHELDON F REESE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON F REESE FOUNDATION (EIN 46-0358682)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-07
- IRS object ID
- 202041289349100404
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-07T09:57:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E 10TH ST STE 500 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571046375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460358682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON F REESE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 6053361699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 89704 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571091010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN QUELLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6053361699 | PhoneNum |
| Signature | 2020-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURIE HANSON | PreparerPersonNm |
| PTIN | P00851848 | PTIN |
| Phone | 6053391999 | PhoneNum |
| Preparation | 2020-04-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.130.171.59 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-30 | IPDt |
| IP Tm | 10:47:35 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F7BA031C655DF5D2BE7843B8A6CBF62E51E7FB61 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,520,806 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $60,496 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,496 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $399,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,452 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $301,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,948 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,541 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,385 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,156 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,929 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,929 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,599 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,401 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $688 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,367 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,367 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $286 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $248 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,688 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,926 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,124 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,958 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,958 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $709,374 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $732,582 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,006,265 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,447,518 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,492,503 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,473,583 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,222,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,266,043 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,520,806 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,222,117 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,266,043 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,222,117 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,266,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,222,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,266,043 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,222,117 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,926 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,266,043 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,266,043 | 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 |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $229,976 | $160,445 | $69,531 | $69,531 |
| CAPITAL GAIN DISTRIBUTION | P | $169,921 | $169,921 | $169,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,452 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $196,206 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,096,813 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038496 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $213,195 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,751,918 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044865 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $248,083 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,291,315 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057810 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $222,312 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,511,301 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049279 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $211,041 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,797,030 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043994 | DistributionYr5Rt |
| Total Distribution | 0.234444 | TotalDistributionRt |
| Average Distribution | 0.046889 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,072,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $237,839 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,971 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $240,810 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $241,688 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,971 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,971 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,971 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,520 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,549 | OverpaymentAmt |
| Applied To ES Tax | $5,549 | 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 | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN QUELLO | IndividualWithBooksNm |
| Phone | 6053361699 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 89704 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571091010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN QUELLO | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ERNEST CARLSON | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| VIRGINIA PAVELKA LUKE | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| VANCE GOLDAMMER | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | TREASURER | 1.00 | $0 | $0 | $0 |
| CURTIS HAGE | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,077,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,149,631 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,149,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,072,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $253,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $253,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,971 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,971 | TotalTaxAmt |
| Distributable Before Adj | $250,648 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $250,648 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $250,648 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,688 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $241,688 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,971 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $238,717 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $250,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $167,095 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $241,688 | QualifyingDistributionsAmt |
| Applied To Year1 | $167,095 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,593 | 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 | $176,055 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHELDON F REESE FOUNDATION CO JOHN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 1428 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571091010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6053361699 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT ORGANIZATION FOR INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLACK HILLS PLAYHOUSE | |||||||
| PO BOX 2513 | RAPID CITY | SD | 57709 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| BOYS AND GIRLS CLUB OF THE NORTHERN PLAINS INC | |||||||
| 1126 SOUTHLAND LANE | BROOKINGS | SD | 57006 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| CHEYENNE RIVER YOUTH PROJECT | |||||||
| PO BOX 410 | EAGLE BUTTE | SD | 57625 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| DAKOTABILITIES | |||||||
| 1116 S 4TH AVE | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| FURNITURE MISSION OF SOUTH DAKOTA | |||||||
| 209 N NESMITH AVE | SIOUX FALLS | SD | 57103 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| FAMILY CONNECTION | |||||||
| 303 N MINNESOTA AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $3,800 |
| VOLUNTEERS OF AMERICA | |||||||
| 906 S PHILLIPS AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $25,000 |
| GIRLS SCOUTS DAKOTA HORIZON | |||||||
| 1101 S MARION RD | SIOUX FALLS | SD | 57106 | N/A | PC | GENERAL ASSISTANCE | $3,000 |
| HARMONY SOUTH DAKOTA | |||||||
| 2522 W 41ST STREET | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| GLORY HOUSE | |||||||
| PO BOX 88145 | SIOUX FALLS | SD | 57109 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| MCCROSSAN BOYS RANCH | |||||||
| 47135 260TH ST | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| LAURA B ANDERSON ELEMENTARY SCHOOL | |||||||
| 1600 N WAYLAND PLACE | SIOUX FALLS | SD | 57103 | N/A | PC | GENERAL ASSISTANCE | $2,000 |
| AUGUSTANA UNIVERSITY | |||||||
| 2001 S SUMMIT AVE | SIOUX FALLS | SD | 57197 | N/A | PC | GENERAL ASSISTANCE | $25,000 |
| TEEN CHALLENGE OF THE DAKOTAS | |||||||
| 600 WEST 16TH STREET | BROOKINGS | SD | 57006 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| FAMILY VISITATION CENTER | |||||||
| 311 E 14TH ST | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| SOUTH DAKOTA SYMPHONY ORCHESTRA | |||||||
| 301 S MAIN AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $7,500 |
| LUTHERAN SOCIAL SERVICES | |||||||
| 705 E 41ST ST 200 | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| WASHINGTON PAVILLION | |||||||
| 301 S MAIN AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $7,500 |
| RONALD MCDONALD HOUSE | |||||||
| 825 S LAKE AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $20,000 |
| WELLFULLY | |||||||
| PO BOX 1087 | RAPID CITY | SD | 57709 | N/A | PC | GENERAL ASSISTANCE | $2,500 |
| YOUTH AND FAMILY SERVICES | |||||||
| 1920 N PLAZA BLVD/PO BOX 2813 | RAPID CITY | SD | 57709 | N/A | PC | GENERAL ASSISTANCE | $6,000 |
| CALL TO FREEDOM INC | |||||||
| 1800 W 12TH ST SUITE 100 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $20,000 |
| SOUTH DAKOTA VOICES FOR PEACE | |||||||
| PO BOX 600 | SIOUX FALLS | SD | 57101 | N/A | PC | GENERAL ASSISTANCE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,496 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $239,452 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT OF TAXABLE EXPENDITURES | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $301,948 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $301,948 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,929 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,929 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WASHINGTON MUTUAL INVESTORS CL A | BondNm |
| EOY Book Value | $732,582 | EOYBookValueAmt |
| EOYFMV | $1,006,265 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FD CL A | AT COST | $423,663 | $532,042 |
| AMER MUTUAL FD CL A | AT COST | $240,547 | $421,987 |
| EUROPACIFIC GROWTH FD CL A | AT COST | $223,343 | $273,409 |
| GROWTH FD OF AMERICA CL A | AT COST | $577,274 | $747,939 |
| NEW PERSPECTIVE FD CL A | AT COST | $703,150 | $1,099,799 |
| NEUBERGER BERMAN INTRINSIC VALUE FD CL A | AT COST | $516,246 | $523,420 |
| NEUBERGER BERMAN LONG SHORT FD CL A | AT COST | $652,948 | $716,218 |
| CAPITAL WORLD BOND FD CLASS A | AT COST | $155,332 | $158,769 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $134 | $0 | $134 |
| OFFICE EXPENSE | $152 | $38 | $114 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT OF TAXABLE EXPENDITURES | Desc |
| Revenue And Expenses Per Books | $2,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,000 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $918 | $230 | $688 |
| FOREIGN TAXES | $1,171 | $1,171 | $0 |
| ESTIMATED PAYMENTS | $9,830 | $0 | $0 |
| TAXES | $3,680 | $0 | $0 |