SHELDON F REESE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON F REESE FOUNDATION (EIN 46-0358682)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-03
- IRS object ID
- 201801239349100310
- Schema version
- 2017v2.2
- 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 Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-03T08:57:50-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 EAST 10TH ST PO BOX 5125 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571175125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-05-02 | 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 | 2018-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $5,165,187 | 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 | $50,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $461,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,819 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $263,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,844 | 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 | $4,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,125 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,375 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,529 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,529 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,914 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $258 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,689 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,689 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $224 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $209 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,135 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,135 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $216,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $213,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $260,790 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,299 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $149,880 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $772,526 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,063,158 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,799,892 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,187,564 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,065,730 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,950,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,996,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,165,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,950,405 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,996,389 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,950,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,996,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,950,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,996,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,950,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,998,000 | SubtotalAmt |
| Other Decreases | $1,611 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,996,389 | 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 | $249,994 | $248,108 | $1,886 | $1,886 |
| CAPITAL GAIN DISTRIBUTION | P | $211,933 | $211,933 | $211,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,819 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $248,083 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,291,315 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057810 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $222,312 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,511,301 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049279 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $211,041 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,797,030 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043994 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $217,050 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,161,460 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052157 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $200,299 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,685,004 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054355 | DistributionYr5Rt |
| Total Distribution | 0.257595 | TotalDistributionRt |
| Average Distribution | 0.051519 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,751,918 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $244,814 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,608 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $247,422 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $213,195 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,216 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,216 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,373 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,373 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,157 | OverpaymentAmt |
| Applied To ES Tax | $2,157 | 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 |
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 | $4,728,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,824,282 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,824,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,751,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,216 | TotalTaxAmt |
| Distributable Before Adj | $232,380 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,380 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,380 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $213,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $213,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $213,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,380 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $97,789 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $213,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $97,789 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,406 | 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 | $116,974 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUGUSTANA UNIVERSITY | |||||||
| 2001 S SUMMIT AVE | SIOUX FALLS | SD | 57197 | N/A | PC | GENERAL ASSISTANCE | $20,000 |
| BLACK HILLS PLAYHOUSE | |||||||
| 24834 S PLAYHOUSE RD | CUSTER | SD | 57730 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| DAKOTABILITIES | |||||||
| 1116 S 4TH AVE | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| FAMILY CONNECTION | |||||||
| 303 N MINNESOTA AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $12,730 |
| FAMILY VISITATION CENTER | |||||||
| 311 E 14TH ST | 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 |
| PREHISTORIC INDIAN VILLAGE | |||||||
| 3200 INDIAN VILLAGE RD | MITCHELL | SD | 57301 | N/A | PC | GENERAL ASSISTANCE | $7,500 |
| RONALD MCDONALD HOUSE | |||||||
| 825 S LAKE AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 906 S PHILLIPS AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $19,500 |
| WASHINGTON PAVILLION MGMT | |||||||
| 301 S MAIN AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $7,500 |
| YOUTH AND FAMILY SERVICES | |||||||
| 1920 N PLAZA BLVD PO BOX 2813 | RAPID CITY | SD | 577092813 | N/A | PC | GENERAL ASSISTANCE | $8,000 |
| CHERUBS CLOSET | |||||||
| 6201 S LYNCREST AVE | SIOUX FALLS | SD | 57108 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| MCCROSSAN BOYS RANCH | |||||||
| 47135 260TH ST | SIOUX FALLS | SD | 57107 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| BUTTERFLY HOUSE AND AQUARIUM | |||||||
| 4320 S OXBOW AVE | SIOUX FALLS | SD | 57106 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| TEDDY BEAR DEN | |||||||
| 500 S MAIN AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $3,344 |
| TEEN CHALLENGE OF THE DAKOTAS | |||||||
| 600 WEST 16TH STREET | BROOKINGS | SD | 57006 | N/A | PC | GENERAL ASSISTANCE | $15,000 |
| HARMONY SOUTH DAKOTA | |||||||
| 2522 W 41ST STREET | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| LUNCH IS SERVED | |||||||
| 1600 E 12TH STREET | SIOUX FALLS | SD | 57103 | N/A | PC | GENERAL ASSISTANCE | $1,061 |
| SPIRIT CAMP | |||||||
| 2335 E 60TH STREET N | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $2,500 |
| BISHOP DUDLEY HOSPITALITY | |||||||
| 101 N INDIANA AVE | SIOUX FALLS | SD | 57103 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| FRIENDS OF LEVITT SHELL | |||||||
| 131 EAST FALLS PARK DRIVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $20,000 |
| UNIVERSITY OF MIGHIGAN | |||||||
| G395 WOLVERINE TOWER LOW RISE | ANN ARBOR | MI | 48109 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,135 | 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 | $50,025 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $213,819 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $263,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $263,844 | 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 | $2,529 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,529 | 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 | $772,526 | EOYBookValueAmt |
| EOYFMV | $1,063,158 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMER WORLD GROWTH & INCOME FD CL A | AT COST | $422,257 | $521,526 |
| AMER MUTUAL FD CL A | AT COST | $199,406 | $353,861 |
| EUROPACIFIC GROWTH FD CL A | AT COST | $202,848 | $253,959 |
| GROWTH FD OF AMERICA CL A | AT COST | $494,256 | $645,275 |
| NEW PERSPECTIVE FD CL A | AT COST | $670,166 | $1,010,039 |
| NEUBERGER BERMAN INTRINSIC VALUE FD CL A | AT COST | $448,074 | $470,144 |
| NEUBERGER BERMAN LONG SHORT FD CL A | AT COST | $601,898 | $661,164 |
| CAPITAL WORLD BOND FD CLASS A | AT COST | $148,659 | $149,762 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $1,611 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $112 | $0 | $112 |
| MISCELLANEOUS EXPENSES | $49 | $0 | $49 |
| OFFICE EXPENSE | $63 | $15 | $48 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $344 | $86 | $258 |
| FOREIGN TAXES | $1,828 | $1,828 | $0 |