2025-11-15T12:22:25-08:00 2024-12-31 460452856 A & F RENTALL P O Box 5103 SIOUX FALLS SD 57117 990PF 2024-01-01 205767798 THE ROBERT AND RITA ELMEN FOUNDATION ROBE 6053381800 2901 W 11TH SIOUX FALLS SD 57104 THOMAS WHALEN TREASURER 6053381800 2025-05-01 true true THOMAS J WHALEN P01291439 6053381800 2025-11-15 2024 2025-03-06 01:10:19Z X 123460263 X 17121645 4823 4823 2288142 2288142 612135 612135 435724 17446261 17446261 0 0 20026745 20351361 17446261 143000 143000 0 0 292626 275626 17000 222714 222714 0 0 658340 498340 160000 4428707 4428707 5087047 498340 4588707 14939698 19853021 17446261 2413128 1052060 1052060 0 0 64540953 69747303 99133278 524776 524776 799896 8500000 2460873 6215538 6039127 8800000 0 0 13806708 9064810 13675029 87501103 86428076 123460263 0 0 0 0 0 X 87501103 86428076 87501103 86428076 87501103 86428076 87501103 14939698 102440801 16012725 86428076 PUBLICLY TRADED SECURITIES P 2024-05-03 2024-05-03 120857831 0 104937367 15920464 0 0 0 15920464 COMMERICAL REAL ESTATE 25TH STREET FARGO ND D 2024-01-26 2024-03-21 1500000 701960 916598 1285362 0 0 0 1285362 COMMERICAL REAL ESTATE 32ND STREET FARGO ND D 2024-04-22 2024-06-27 265833 106814 132212 240435 0 0 0 240435 17446261 17446261 275957 0 275957 0 275957 266971 0 266971 266971 X 534 9520 0 false false false false false false false false true SD true false true false false true N/A THOMAS J WHALEN 6053381800 2901 W 11TH STREET SIOUX FALLS SD 57104 false false false true true false false false false false false false false false false false false false false false false false JULIE D ELMEN 2901 W 11TH SIOUX FALLS SD 57104 PRESIDENT 6.00 35000 0 0 THOMAS J WHALEN 2901 W 11TH SIOUX FALLS SD 57104 TREASURER 8.00 52500 0 0 VANCE GOLDAMMER 2901 W 11TH SIOUX FALLS SD 57104 SECRETARY 6.00 35000 0 0 SARAH KOPP 2901 W 11TH SIOUX FALLS SD 57104 VICE PRESIDENT 2.00 0 0 0 ALEX KOPP 3740 PROMONTORY ST SAN DIEGO CA 92109 MEMBER 4.00 17500 0 0 SADIE KEUNING 25781 SIDNEY TRAIL CUSTER SD 57730 MEMBER 4.00 17500 0 0 NONE 0 CREATIVE PLANNING 5454 W 110TH ST LEAWOOD KS 66211 INVESTMENT ADVISOR 275626 0 113908077 0 0 113908077 0 113908077 1708621 112199456 5609973 5609973 275957 275957 5334016 5334016 5334016 4588707 4588707 5334016 4559402 0 0 0 0 0 0 4588707 4559402 0 29305 0 0 0 0 0 5304711 0 0 0 0 0 0 0 NA X SD PARKS AND WILDLIFE FDN 523 E CAPITOL AVE PIERRE SD 57501 501(c)3 BUILDING PROJECT 960000 UNITED WAY 1000 N WEST SIOUX FALLS SD 57104 PUBLICCHARITY OPERATING 10000 AUGUSTANA COLLEGE 2001 SUMMIT AVE SIOUX FALLS SD 57197 501(3)CCOLLEGE BUILDING 721707 SIOUX FALLS CARE PO BOX 89106 SIOUX FALLS SD 57109 PUBLICCHARITY501(c)3 OPERATING 25000 THE BANQUET 900 E 8TH ST SIOUX FALLS SD 57103 PUBLIC CHARITY501(c) FEEDING MEALS 25000 ALZHEIMER'S DISEASE RES FDN 34 WASHINGTON ST SUITE310 WELLESLEY HILLS MA 02481 501(c)3 RESERACH 150000 SD SYMPHONY ORCHESTRA 301 S MAIN SIOUX FALLS SD 57104 501(c)3 OPERATING 101000 GREAT PLAINS ZOO 805 S KIWANIS SIOUX FALLS SD 57104 501(c)3 ZOO FOR EVERYONE 15000 BRAIN & BEHAVIOR RESERACH COUNCIL 90 PARK AVE 16TH FLOOR NEW YORK NY 100161301 501(c3 RESERACH 150000 ST FRANCIS HOUSE 1301 E AUSTIN ST SIOUX FALLS SD 57103 501(c)3 SHELTER TRAININGFOR THOSE IN NEED 25000 AUGUSTANA UNINVESITY 2201 S SUMMIT SIOUX FALLS SD 57197 EDUCATIONAL501(3)C OPERATING FORTHE LIBRARY 10000 THE GLORY HOUSE 3930 S WEST AVE SIOUX FALLS SD 57104 501(c)3 LONG TERM HOUSING 20000 LEVITT FOUNDATION 524 N MAIN SIOUX FALLS SD 57104 501 (c)3 OPERATING 100000 FACE IT TOGETHER 636 S BROADWAY DENVER CO 80209 501(c)3 OPERATING 25000 SD PARKS AND WILDLIFE FDN 523 CAPITOL AVE PIERRE SD 57501 501(c)3 PALISADES STATEPARKCAPITAL CAMP. 75000 EMILYS HOPE 6225 S MINNESOTA AVE SIOUX FALLS SD 57108 501(c)3 TO HELP THOSE WITH DRUG ADDICTION 10000 LUNCH IS SERVED 1600 E 12TH SIOUX FALLS SD 57103 501(c)3 OPERATING 20000 CALL TO FREEDOM 1800 W 12TH ST SIOUX FALLS SD 57104 501(c)3 TO STOP SEXTRAFFICING 40000 SANSUM DIABETES RESERACH 2219 BATH ST SANTA BARBARA CA 93105 501(c)3 RESERACH 150000 TALL GRASS 27048 TALLGRASS AVE SIOUX FALLS SD 57108 501(c)3 ALCOHOL AND DRUGADDICTION TREATMENT 20000 FEEDING SOUTH DAKOTA 1401 N WESTPORT SIOUX FALLS SD 57107 501(C)3 FOOD FOR THE NEEDY 90000 BISHOP DUDLEY HOUSE 101 N INDIANA SIOUX FALLS SD 57103 501(c)3 SHELTER FORHOMELESS 25000 ST VINCENT de PAUL (DIAPER MINISTRY 431 N CLIFF AVE SIOUX FALLS SD 57103 501(c)3 DIAPERS 15000 EXPONTENT PHILANTHROPY 1720 N Street NW Washington DC 20036 501(c)3 OPERATIONS 1000 CENTER FOR WESTERN STUDIES 2201 S SUMMIT AVE SIOUX FALLS SD 57197 501(c)3 OPERATING 10000 PROMISING FUTURE 200 N CHERAPA PLACE SIOUX FALLS SD 57103 501(c)3 OPERATING 20000 LUTHERAN SOCIAL SERVICES 909 WEST 33RD STREET SIOUX FALLS SD 57105 501(c)3 MULTI CULURALCENTER 50000 CHILDRENS HOME SOCIETY 113 N ST PAUL AVE SIOUX FALLS SD 57103 501(c)3 OPERATIONS 25000 HELP LINE 3817 S ELMWOOD AVE SIOUX FALLS SD 57105 501(c)3 SUCIDE PREVENTION 20000 UNITED WAY BROOKINGS 908 HOPE DRIVE BROOKINGS SD 57006 501(C)3 OPERATING 10000 UNITED WAY PIERRE PO BOX 1111 PIERRE SD 57501 501(c)3 OPERATING 10000 UNITED WAY MADISON PO BOX 132 MADISON SD 57042 501(c)c OPERATING 10000 UNITED WAY MITCHELL 1920 N SANBORN BLVD MITCHELL SD 57301 501(c)3 OPERATING 10000 UNITED WAY YANKTON 920 BROADWAY AVE YANKTON SD 57078 501(c)3 OPERATING 10000 UNITED WAY HURON 405 DAKOTA AVE S HURON SD 57350 501(c)3 OPERATING 10000 UNITED WAY ABERDEEN 123 S 2ND ST ABERDEEN SD 57401 501(c)3 OPERATING 10000 UNITED WAY RAPIED CITY 621 6th STREET STE 100 RAPID CITY SD 57701 501(c)3 OPERATING 10000 UNITED WAY VERMILLION 9 COURT ST VERMILLION SD 57069 501(c) OPERATING 10000 UNITED WAY WATERTOWN 818 S BROADWAY WATERTOWN SD 57201 501(c) OPERATING 10000 RED CROSS 2925 E 57TH ST SIOUX FALLS SD 57104 501(c) DISASTER RELIEF 50000 ABBOTT HOUSE 909 COURT MERRILL ST MITCHELL SD 57301 501(c) FOSTER CARE 100000 COMPASS CENTER 2210 W BROWN PL SIOUX FALLS SD 57105 501(c) ABUSE COUNSELING 25000 SHIFT GARAGE 110 S KIWANIS AVE SIOUX FALLS SD 57104 501(c) OPERATING 45000 MIDWEST STREET MEDICINE 701 3 8TH STREET SIOUX FALLS SD 57103 501(c)3 HEALTH AND MEDICALCARE FORVULNERABLE POPULATION 30000 SF YMCA LEIF ERICSON CAMP 2301 E 26TH STREET SIOU FALLS SD 57103 501(c)3 DAY CAMP FOR AGES 6-9 50000 BOYS SCOUTS OF AMERICA 800 N WEST AVE SIOUX FALLS SD 57104 501(c)3 OPERATING 25000 ACTIVE GENERATIONS 2300 W 46TH STREET SIOUX FALLS SD 57105 501(c)3 SPECIAL PROJECT LIBRARY ADDN 35000 BOYS AND GIRLS CLUB 2001 E 8TH STREET SIOUX FALLS SD 57103 501(c)3 NEW BUILDING FUND 50000 FALL AREA SINGLE TRACK PO BOX 90144 SIOUX FALLS SD 57109 501(c)3 BUILDING NEW TRAILS 100000 WASHINGTON PAVILION 301 S MAIN AVE SIOUX FALLS SD 57104 501(c)3 OPERATING 25000 VOLUNTEERS OF AM 1309 W 51ST STREET SIOUX FALLS SD 57105 501(c)3 CAPITAL CAMPAIGN 50000 CUSTER STORE HOUSE PO BOX 652 CUSTER SD 57730 501(c)3 OPERATING 10000 CUSTER MINISTRIAL ALLIANCE 257 BOOT HILL RD CUSTER SD 57730 501(c)3 OPERATING 10000 GREAT PLAINS ZOO 805 S KIWANIS AVE SIOUX FALLS SD 57104 501(c)3 NEW EXHIBITS 750000 APRO CHARITABLE FOUDNATION 8200 N MOPAX EXPRESSWAY AUSTIN TX 78759 501(c)3 DISASTER RELIEF 5000 TEACH FOR AMERICA 132 MAIN STREET MISSION SD 57555 501(c)3 PROVIDE TEACHERSFOR LAKOTA NATIONSINDIAN TRIBES 50000 SIOUX EMPIRE HEALTH 1305 W 18TH ST SIOUX FALLS SD 57105 501(c) MENTAL HEALTHSUPPORT 10000 4428707 14 4823 14 2288142 16 612135 2905100 2905100 false false false false false false false false false false X X 1 RITA ELMEN ESTATE 2901 W 11TH STREET SIOUX FALLS SD 57105 695111 X 2 RITA ELMEN ESTATE 2901 W 11TH STREET SIOUX FALLS SD 57105 1542617 X 3 RITA ELMEN ESTATE 2901 W 11TH STREET SIOUX FALLS SD 57104 14883917 X 2 COMMERCIAL RENTAL PROPERTY IN FARGO ND 25TH STREET 1302363 2024-01-29 2 COMMERICAL REAL ESTATE 32ND STREET FARGO ND 240254 2024-04-22 2 AMAZON .COM INC 76,300 SHARES 14883917 2024-07-12 NORTHERN PAC RY CO GEN LIEN 3% 358651 639459 PUERTO RICO 166125 160437 ISHARES BRD USD INV GRD CORP BD USIG 728090 728959 isISHARES MSCI EMERGING MARKET ETF IEMG 1261292 1622110 ISHARES CORE S&P 500 ETF IVV 20828161 26903853 ISHARES CORE US AGGREGATE BOND AGG 7201378 7222248 ISHARES US TREA BOND ETF GOVT 1296762 1330933 REAL ESTATE SELECT SCTR SPDR XLRE 4289687 4701208 SPDR PORTFOLIO DVLPD SPEM 4102943 4046001 SPDR PORTFOLIO DVLPD WRLD EX US SPDW 12933590 12824621 SPDR PORTFOLIO S&P 400 SPMD 3719834 5778272 SPDR SERIES TR PORTFOLIO SHORT ETF SPSB SPSB 1766223 1785926 VANGUARD INTERMEDIATE TERM CORP BND VCIT VCIT 922676 922704 VANGUARD INTER TERM TREAS ETF VGIT 332838 335298 VANGUARD TOTAL BOND ETF BND 5240246 5289556 AMAZON AMZN 18311 16739457 BERSHIRE HATHAWAY INC BRK 247288 983618 POET 4857984 7918514 HY VEE GROCERY STORE BUILDING 4649500 718472 3931028 EQIPMENT 1236749 1236749 0 PARKING LOT 978350 505652 472698 LAND 1635401 0 1635401 DFA US MICRO CAP FD 2233693 1765014 2768893 DFA ONE TEAR FIXED INCOME INST 4019 0 0 DEMSX EMERGING MARKETS SMALL CAP 956837 0 0 DFA INTERNATIONAL SMALL COMPANY 4394470 3117660 3411935 DFA US SMALL CAP VALUE PORT 6202299 4182136 7494201 PIMCO FUNDS SENIOR FLOATING 15390 0 0 DIFFERENCE IN DONOR BASIS AND FAIR MARKET VALUE OF GIFT OF AMAZON STOCK 14865605 PMTA LETTER 2022-01 PREVIOUSLY GIFTED STOCK ADJUSTED TO DONOR BASIS 1147120 CREATIVE PLANNING INC INVESTMENT 275626 275626 THOMAS J. WHALEN ACCOUNTING AND TAX PRRP 17000 17000 EXCISE TAXES 216971 216971 FOREIGN TAXES 5743 5743