STRATEGY STUDIO / PUBLIC DATA EXPLORER

VASILIUS FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
VASILIUS FAMILY FOUNDATION (EIN 20-6830581)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-23
IRS object ID
201411439349100611
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-23T17:15:03-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STOCKMAN KAST RYAN & CO LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1102 N CASCADE AVENUE SUITE 400AddressLine1
CityCOLORADO SPRINGSCity
StateCOState
ZIP Code80903ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206830581EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VASILIUS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% CORUNDUM TRUST COMPANY LLCInCareOfNm
Business Name ControlVASIBusinessNameControlTxt
Phone6053362024PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 E 8TH STREET SUITE 303AddressLine1
Address Line2SuiteAddressLine2
CitySIOUX FALLSCity
StateSDState
ZIP Code57103ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE CONDONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6053362024PhoneNum
Signature2014-05-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHERYL J SOLZEPreparerPersonNm
Phone7196301186PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$42,597FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4DividendsNetInvstIncmAmt
Total Rev And Expnss$4TotalRevAndExpnssAmt
Total Net Invst Incm$4TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$500OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,875TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,875TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,875TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,875TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,871ExcessRevenueOverExpensesAmt
Net Investment Income$4NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,468CashBOYAmt
Cash EOY$42,597CashEOYAmt
Cash EOYFMV$42,597CashEOYFMVAmt
Total Assets BOY$44,468TotalAssetsBOYAmt
Total Assets EOY$42,597TotalAssetsEOYAmt
Total Assets EOYFMV$42,597TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$44,468RetainedEarningBOYAmt
Retained Earning EOY$42,597RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$44,468TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$42,597TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$44,468TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$42,597TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$44,468TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,871ExcessRevenueOverExpensesAmt
Subtotal$42,597SubtotalAmt
Tot Net Ast Or Fund Balances EOY$42,597TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$44,685NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040282DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,050AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$46,576NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044014DistributionYr2Rt
Adjusted Qlfy Distri Yr3$500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$47,827NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.010454DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,930AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$24,468NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.078879DistributionYr4Rt
Adjusted Qlfy Distri Yr5$259,491AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$116,087NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.235315DistributionYr5Rt
Total Distribution2.408944TotalDistributionRt
Average Distribution0.481789AverageDistributionRt
Net Vl Noncharitable Assets$42,879NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,659AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$20,659AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,875QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$80EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$80TotalPaymentsAndCreditsAmt
Overpayment$80OverpaymentAmt
Applied To ES Tax$80AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateSDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CORUNDUM TRUST COMPANY LLCBusinessNameLine1
FieldValueIRS element (for citing)
Phone6053362024PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 E 8TH STREET SUITE 303AddressLine1
CitySIOUX FALLSCity
StateSDState
ZIP Code57103ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSTEVE CONDONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 E 8TH STREET SUITE 303AddressLine1
CitySIOUX FALLSCity
StateSDState
ZIP Code57103ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,532AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$43,532TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$43,532AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$653CashDeemedCharitableAmt
Net Vl Noncharitable Assets$42,879NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,144MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,144MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$2,144DistributableBeforeAdjAmt
Distributable Before Ded$2,144DistributableBeforeDedAmt
Distributable As Adjusted$2,144DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,875ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,875QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,875AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,144DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$253,409ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$707ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$254,116TotalExcessDistributionCyovAmt
Qualifying Distributions$1,875QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,875AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$269ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$269ExcessDistributionCyovAppCYAmt
Total Corpus$253,847TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$253,140ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$707ExcessDistriCyovToNextYrAmt
Excess From Year4$707ExcessFromYear4Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySTOCKMAN KAST RYAN & COCategoryTxt
Amt$1,375Amt
Disbursements Charitable Prps$1,375DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE FOUNDATION IS REGISTERED IN SOUTH DAKOTA. THIS STATE DOES NOT REQUIRE REPORTING BY PRIVATE FOUNDATIONS.ExplanationTxt

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$500Amt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt