RENEE REBECCA AND RICHARD ELMEN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RENEE REBECCA AND RICHARD ELMEN FOUNDATION (EIN 46-0451639)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201911359349101171
- Schema version
- 2018v3.1
- 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 Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T07:46:21-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A & F RENTALL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 5103 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571175103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460451639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE REBECCA AND RICHARD ELMEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
| Phone | 6053381800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 RIDGEVIEW WAY | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J ELMEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6053381800 | PhoneNum |
| Signature | 2019-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J WHALEN | PreparerPersonNm |
| PTIN | P01291439 | PTIN |
| Phone | 6053381800 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.111.13.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 07:45:56 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A9175B6B23603C3CB2D5503377B2FD62E9BEAB8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7A9175B6B23603C3CB2D5503377B2FD62E9BEAB8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $801,593 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,530 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $8 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $36,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,597 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $262 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $760 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,305 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,235 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,107 | CashBOYAmt |
| Cash EOY | $3,910 | CashEOYAmt |
| Cash EOYFMV | $3,910 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $5,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,059 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $344,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $344,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $532,310 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $407,747 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $406,683 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $260,243 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $71 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $770,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $760,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $801,593 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $770,974 | UnrestrictedBOYAmt |
| Unrestricted EOY | $760,243 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $770,974 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $760,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $770,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $760,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $770,974 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,731 | ExcessRevenueOverExpensesAmt |
| Subtotal | $760,243 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $760,243 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MR COOPER INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-03-23 | AcquiredDt |
| Sold | 2018-10-16 | SoldDt |
| Gross Sales Price | $8 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $8 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $8 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $40,945 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $898,313 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045580 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,391 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $833,041 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054488 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,177 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $929,843 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052887 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,034,063 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042406 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,850 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $890,293 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043637 | DistributionYr5Rt |
| Total Distribution | 0.238998 | TotalDistributionRt |
| Average Distribution | 0.047800 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $849,953 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,628 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $342 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,255 | 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 | $342 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $342 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $342 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$800 | OriginalReturnOverpaymentAmt |
| Overpayment | $458 | OverpaymentAmt |
| Applied To ES Tax | $344 | AppliedToESTaxAmt |
| Refund | $114 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD ELMEN | IndividualWithBooksNm |
| Phone | 6053381800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 RIDGEVIEW WAY | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57105 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD ELMEN | ||||||||
| 2603 S RIDGEVIEW WAY | FALLS | SD | 57105 | PRES/TREA | 5.00 | $8,500 | $0 | $0 |
| CONNIE RENEE ELMEN | ||||||||
| 6903 AINSDALE COURT | RAPID CITY | SD | 57702 | VP/SEC | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $862,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $862,896 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $862,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $849,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $342 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $342 | TotalTaxAmt |
| Distributable Before Adj | $42,156 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,156 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,156 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,255 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,255 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $342 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,913 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,156 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,209 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,209 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $42,110 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MCCROSSANS | ||||||
| 47135 260th ST | SIOUX FALLS | SD | 57104 | PUBLICCHARITY | OPERATING SUPPORT | $1,000 |
| SO DAK SPORTSMEN AGAINST HUNGER | ||||||
| PO BOX 1172 | PIERRE | SD | 57501 | PUBLICCHARITY | OPERATING SUPPORT | $2,000 |
| AUGUSTANA COLLEGE | ||||||
| 2001 S SUMMIT AVE | SIOUX | SD | 57197 | 501(c)3 | SCHOLARSHIPS | $6,700 |
| FAMILY VISITATION CENTER | ||||||
| 311 EAAT 14RG STREET | SIOUX FALLS | SD | 57104 | PUBLIC CHARITY | OPERATIN SUPPORT | $1,500 |
| OREGON HUMANE SOCIETY | ||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97211 | PUBLICCHARITY | OPERATING SUPPORT | $1,000 |
| SIOUX FALLS CATHOLIC SCHOOLS | ||||||
| 3100 W 41ST | SIOUX FALLS | SD | 57105 | PUBLICCHARITY | OPERATING SUPPORT | $500 |
| BROOOKINS HUMANE SOCIETY | ||||||
| 406 3RD STREET | BROOKINGS | SD | 57006 | 501(c)3PUBLICCHAITY | OPERATING | $3,830 |
| SANFORD HEALTH FDN | ||||||
| 1305 W 18TH ST | SIOUX FALLS | SD | 57117 | 501(c)3PUBLIC CHARIT | OPERATING | $250 |
| SIOUX FALLS CATHOLIC SCHOOLS | ||||||
| 3100 W 41ST | SIOUX FALLS | SD | 57105 | 501(c)3PUBLICCHARITY | TEACHER SALARIES | $2,500 |
| THE BUTTERFLY HOUSE | ||||||
| 4320 S OXBOW AVE | SIOUX FALLS | SD | 57106 | 501(c)3PUBLIC CHARIT | OPERATING | $1,000 |
| HUMANE SOC FOR SW WASHIGTON | ||||||
| 1100 NE 192ND AVE | VANCOUVER | WA | 98684 | 501(c)3PUBLICCHARITY | OPERATING | $5,000 |
| GUIDE STAR | ||||||
| 4801 COURTHOUSE ST STE 220 | WILLIAMSBURG | VA | 21388 | 501(c)3PUBLICCHARITY | OPERATING | $50 |
| THE STUTTERING FOUNDATION | ||||||
| 1805 MORIAH WOODS BLVD STE 3 | MEMPHIS | TN | 38117 | PUBLICCHARITY501(c)3 | OPERATING | $2,000 |
| CLARE BOOTHE LUCE POLICY INSTITUTE | ||||||
| 112 ELDEN STREET STE P | HERNDON | VA | 20170 | 501(c) | OPERATING | $1,000 |
| LIFESCAPE FOUNDATION | ||||||
| 2011 WEST 26TH STREET | SIOUX FALLS | SD | 57105 | PUBLICCHARITY501(c) | OPERATING | $500 |
| S F FIREFIGHTERS FDN | ||||||
| PO BOX 340 | SIOUX FALLS | SD | 57104 | 501(c) | OPERATING SUPPORT | $175 |
| CENTER FOR WESTERN STUDIES | ||||||
| 2001 S SUMMIT AVE | SIOUX FALLS | SD | 57197 | 501(c) | OPERATING SUPPORT | $50 |
| VILLALOBOS RESCUE CENTER | ||||||
| 4525 N CLAIBORNE AVE | NEW ORLEANS | LA | 70117 | 501(C) | OPERATING SUPPORT | $200 |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | PUBLIC CHARITY501C ( | OPERATING SUPPORT | $50 |
| THE BANQUET | ||||||
| 900 E 8TH ST | SIOUX FALLS | SD | 57103 | 501(c)3 | OPERATING SUPPORT | $1,000 |
| SIOUX FALLS HUMANE SOCIETY | ||||||
| 3720 E BENSON RD | SIOUX FALLS | SD | 57104 | 501(c)3 | OPERATING SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,305 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,530 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,597 | 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 |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TOM WHALEN TAX AND ACCOUNTING | CategoryTxt |
| Amt | $3,800 | Amt |
| Disbursements Charitable Prps | $3,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIG | $32,825 | $985 |
| ALTRIA GROUP | $1,845 | $9,878 |
| AT&T | $27,457 | $14,270 |
| BLACK HILLS CORP | $47,787 | $134,977 |
| BP PLC | $4,205 | $3,792 |
| BANK OF AMERICA | $4,698 | $2,464 |
| DUKE ENERGY | $5,752 | $8,630 |
| ENBRIDGE INC | $0 | $4,569 |
| FORD MOTOR | $23,597 | $15,300 |
| GOLDEN OCEAN GROUP | $3,125 | $370 |
| ISHARES INTL DEV REAL | $8,849 | $8,109 |
| KRAFT FOODS | $663 | $1,980 |
| MERCK & CO | $125,113 | $137,538 |
| PETROLEO BRASILILEIRO SA | $6,163 | $10,408 |
| PHILLIP MORRIS INTL COM | $4,239 | $13,352 |
| POSCO | $5,723 | $10,988 |
| SPDR INTL DIV ETF | $13,810 | $10,488 |
| SPDR WISHIRE INT REAL ESTATE | $8,100 | $7,068 |
| VANGUARD REIT ETF | $6,531 | $7,457 |
| WASHINGTON MUTUAL | $7,592 | $0 |
| WILLIAMS COS INC | $5,988 | $110,250 |
| WPX ENERGY | $0 | $18,909 |
| ISHARES US PREFFED STOCK ETF | $529 | $528 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE INC | $401,665 | $255,618 |
| VANGUARD HIGH YIELD CORP | $5,018 | $4,625 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AIG WARRANTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $71 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEE | $10 | |
| DUES | $750 | $750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $693 | |
| FOREIGN TAXES | $234 | $234 |
| ADR FEE | $28 | $28 |