SHELDON F REESE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON F REESE FOUNDATION (EIN 46-0358682)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-27
- IRS object ID
- 201622099349100502
- Schema version
- 2015v2.1
- 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 Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-27T08:25:13-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-07-01 | 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 | 2016-07-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,423,634 | 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 | $50,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $407,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,627,688 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $407,684 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $458,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $458,113 | 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 | $4,156 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,039 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,117 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,412 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,412 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $351 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,051 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $734 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $734 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $998 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,312 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $222,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $222,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $456,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,693 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,394 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $440,761 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $207,858 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $193,141 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,354,119 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,813,799 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,216,599 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,812,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,035,551 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,423,634 | 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 | $3,812,573 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,035,551 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,812,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,035,551 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,812,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,035,551 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,812,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $222,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,035,551 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,035,551 | 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 | $1,479,982 | $1,220,004 | $259,978 | $259,978 |
| CAPITAL GAIN DISTRIBUTIONS | P | $147,706 | $147,706 | $147,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $407,684 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $211,041 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,797,030 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043994 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $217,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,161,460 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $200,299 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,685,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054355 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $193,296 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,626,409 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053302 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $172,970 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,548,617 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048743 | DistributionYr5Rt |
| Total Distribution | 0.252551 | TotalDistributionRt |
| Average Distribution | 0.050510 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,511,301 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $227,866 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,566 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $232,432 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $222,312 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,128 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,128 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,995 | OverpaymentAmt |
| Applied To ES Tax | $4,995 | 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 | $4,537,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,580,001 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,580,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,700 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,511,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,133 | TotalTaxAmt |
| Distributable Before Adj | $216,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,432 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $222,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $222,312 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $222,312 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $140,724 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $222,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $140,724 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,588 | 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 | $134,844 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDERNS HOME SOCIETY | |||||||
| 801 N SYCAMORE AVE | SIOUX FALLS | SD | 57110 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 1000 N WEST AVE 110 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| LUTHERAN SOCIAL SERVICES | |||||||
| 705 E 41ST ST 200 | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| SIOUX FALLS YMCA | |||||||
| 230 S MINNESOTA AVE | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| TEACH FOR AMERICA | |||||||
| 125 W PLEASANT DR 1 | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $15,000 |
| YOUTH AND FAMILY SERVICES | |||||||
| 1920 N PLAZA BLVD PO BOX 2813 | RAPID CITY | SD | 577092813 | N/A | PC | GENERAL ASSISTANCE | $6,000 |
| AUGUSTANA COLLEGE | |||||||
| 2001 S SUMMIT AVE | SIOUX FALLS | SD | 57197 | N/A | PC | GENERAL ASSISTANCE | $25,000 |
| DAKOTABILITIES | |||||||
| 1116 S 4TH AVE | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $25,000 |
| CHILDREN'S MUSEUM OF SOUTH DAKOTA | |||||||
| 521 4TH ST | BROOKINGS | SD | 57006 | N/A | PC | GENERAL ASSISTANCE | $20,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 906 S PHILLIPS AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $15,000 |
| FAMILY VISITATION CENTER | |||||||
| 311 E 14TH ST | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| GREAT PLAINS ZOO | |||||||
| 805 S KIWANIS AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| FURNITURE MISSION | |||||||
| 209 N NESMITH AVE | SIOUX FALLS | SD | 57103 | N/A | PC | GENERAL ASSISTANCE | $6,000 |
| CENTER FOR IMMIGRANT REFUGEES | |||||||
| 705 E 41ST ST 200 | 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 | $5,000 |
| HOPE REINS EQUESTRIAN OUTREACH | |||||||
| 3804 PIONEER TRAIL | NEW SMYRNA BEACH | FL | 32168 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| LUTHERANS OUTDOORS IN SOUTH DAKOTA | |||||||
| 2001 S SUMMIT AVE | SIOUX FALLS | SD | 57197 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| MAMMOTH SITE OF HOT SPRINGS | |||||||
| 1800 US - 18 BYP | HOT SPRINGS | SD | 57747 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| PREHISTORIC INDIAN VILLAGE | |||||||
| 3200 INDIAN VILLAGE RD | MITCHELL | SD | 57301 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| RONAL MCDONALD HOUSE | |||||||
| 825 S LAKE AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| SANFORD MEDICAL CENTER | |||||||
| 1305 W 18TH ST | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| SOUTH DAKOTA YOUTH FOUNDATION | |||||||
| 705 E 41ST ST 200 | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| SPECIAL OLYMPICS OF SD | |||||||
| 800 E I-90 LN | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| EMBE | |||||||
| 300 W 11TH ST | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $3,000 |
| FREDRICK AVEN HISTORICAL | |||||||
| 906 S PHILLIPS AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $1,500 |
| GIRLS SCOUTS DAKOTA HORIZON | |||||||
| 1101 S MARION RD | SIOUX FALLS | SD | 57106 | N/A | PC | GENERAL ASSISTANCE | $1,500 |
| HELPLINE CENTER | |||||||
| 1000 WEST AVE 310 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,000 | 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 | $50,429 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $407,684 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $458,113 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $458,113 | 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 | $2,412 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,412 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | AMERICAN FUNDS CAPITAL WORLD BOND FUND CL A | BondNm |
| EOY Book Value | $207,858 | EOYBookValueAmt |
| EOYFMV | $193,141 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMER FUNDS CAPITAL WORLD GROWTH & INCOME | AT COST | $455,109 | $480,744 |
| AMERICAN FUNDS AMERICAN MUTUAL FUND CL A | AT COST | $164,817 | $263,410 |
| AMERICAN FUNDS EURO PACIFIC GROWTH FUND CL A | AT COST | $200,318 | $203,322 |
| AMERICAN FUNDS GROWTH FUND OF AMERICA CLASS A | AT COST | $420,108 | $471,677 |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND CL A | AT COST | $716,736 | $866,786 |
| AMERICAN FUNDS NEW PERSP CL A | AT COST | $588,370 | $769,280 |
| NEURBERGER INTRINSIC VALUE | AT COST | $418,335 | $361,991 |
| NEURBERGER LONG SHORT FUND | AT COST | $850,006 | $799,389 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| EOY Book Value | $2,500 | EOYBookValueAmt |
| EOYFMV | $2,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $92 | $0 | $92 |
| MISCELLANEOUS EXPENSES | $681 | $0 | $681 |
| OFFICE EXPENSE | $300 | $75 | $225 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,402 | $351 | $1,051 |
| FOREIGN TAXES | $1,358 | $0 | $0 |
| EXTENSION TAXES | $10,000 | $0 | $0 |