SHELDON F REESE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON F REESE FOUNDATION (EIN 46-0358682)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201232279349100003
- Schema version
- 2011v1.2
- 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 Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T07:55:45-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 10TH STREET PO BOX 5125 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 571175125 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460358682 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON F REESE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEL | NameControl |
| Phone | 6053361699 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 89704 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 571091010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN QUELLO | Name |
| Title | PRESIDENT | Title |
| Phone | 6053361699 | Phone |
| Date Signed | 2012-08-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURIE HANSON | Name |
| PTIN | P00851848 | PTIN |
| Phone | 6053391999 | Phone |
| Date Prepared | 2012-08-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3579349 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 78997 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 78997 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2220 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 200000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2220 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 64 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 81281 | TotalRevenueAndExpenses |
| Total Net Investment Income | 81217 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 3538 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 885 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 2653 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2708 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2708 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1721 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 138 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 413 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1391 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1391 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 733 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 733 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10091 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1023 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7898 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 186200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 186200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 196291 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1023 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 194098 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -115010 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 80194 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 23523 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 27304 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 27304 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 1044693 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 879337 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 889364 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2944178 | InvestmentsOtherBOY |
| Investments Other EOY | 2990743 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2662681 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4012394 | TotalAssetsBOY |
| Total Assets EOY | 3897384 | TotalAssetsEOY |
| Total Assets EOYFMV | 3579349 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4012394 | RetainedEarningsBOY |
| Retained Earnings EOY | 3897384 | RetainedEarningsEOY |
| Total Net Assets BOY | 4012394 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3897384 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4012394 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3897384 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4012394 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -115010 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3897384 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3897384 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | AMERICAN FUNDS CAPITAL WORLD BOND FUND | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2008-05-05 | DateAcquired |
| Date Sold | 2011-03-24 | DateSold |
| Gross Sales Price | 200000 | GrossSalesPrice |
| Cost Or Other Basis | 197780 | CostOrOtherBasis |
| Gain Or Loss | 2220 | GainOrLoss |
| Gains Minus Excess Or Losses | 2220 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2220 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 172970 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3548617 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048743 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 176157 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3354784 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052509 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 175026 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3915326 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044703 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 171341 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4641456 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.036915 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 161046 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4331206 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.037183 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.220053 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044011 | AverageDistributionRatio |
| Net Noncharitable Assets | 3626409 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 159602 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 802 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 160404 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 194098 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 802 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 802 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 802 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 816 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 816 | TotalCreditsAndPayments |
| Overpayment | 14 | Overpayment |
| Amount Credited To Next Year | 14 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | SD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOHN QUELLO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6053361699 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 89704 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 571091010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3652442 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 29192 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3681634 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3681634 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 55225 | CashDeemedCharitable |
| Net Noncharitable Assets | 3626409 | NetNoncharitableAssets |
| Minimum Investment Return | 181320 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 181320 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 802 | TaxBasedOnInvestmentIncome |
| Total Tax | 802 | TotalTax |
| Distributable Amount Before Adj | 180518 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 180518 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 180518 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 194098 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 194098 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 802 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 193296 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 180518 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 161818 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 194098 | QualifyingDistributions |
| Applied To Year1 | 161818 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 32280 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 148238 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SHELDON F REESE FOUNDATION CO JOHN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 1428 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 571091010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6053361699 | RecipientPhoneNumber |
| Form And Info And Materials | CONTACT ORGANIZATION FOR INFORMATION. | FormAndInfoAndMaterials |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BLACK HILLS PLAYHOUSE | |||||||
| PO BOX 2513 | RAPID CITY | SD | 57709 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $15,000 |
| DOW RUMMEL | |||||||
| 1321 WEST DOW RUMMEL STREET | SIOUX FALLS | SD | 57104 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $4,000 |
| FURNITURE MISSION | |||||||
| 209 N NESMITH | SIOUX FALLS | SD | 57104 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $5,000 |
| GREAT PLAINS ZOO | |||||||
| 805 SOUTH KIWANIS AVENUE | SIOUX FALLS | SD | 57104 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $10,000 |
| HABITAT FOR HUMANITY SOUTH DAKOTA | |||||||
| 600 MAIN AVE | BROOKINGS | SD | 57006 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $20,000 |
| HANDI-RIDERS INC | |||||||
| 26659 BLUE SAGE LANE | SIOUX FALLS | SD | 57106 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $2,000 |
| HELP LINE CENTER | |||||||
| 1000 N WEST AVE | SIOUX FALLS | SD | 57104 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $1,000 |
| SANFORD CHILDREN'S HOSPITAL (SPIRIT CAMP) | |||||||
| 1305 WEST 18TH STREET | SIOUX FALLS | SD | 57117 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $1,000 |
| WASHINGTON PAVILLION | |||||||
| 301 S MAIN AVE | SIOUX FALLS | SD | 57104 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $19,000 |
| YOUTH AND FAMILY SERVICES INC | |||||||
| PO BOX 2813 | RAPID CITY | SD | 57709 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $5,000 |
| SIOUX FALLS STATE THEATER | |||||||
| PO BOX 481 | SIOUX FALLS | SD | 57101 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $15,000 |
| SOUTH DAKOTA ACHIEVE | |||||||
| 4100 S WESTERN AVE | SIOUX FALLS | SD | 57105 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $14,000 |
| DAKOTABILITIES INC | |||||||
| 3600 S DULUTH AVE | SIOUX FALLS | SD | 57105 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $10,000 |
| CHILDREN'S MUSEUM | |||||||
| 521 4TH ST | BROOKINGS | SD | 57006 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $10,000 |
| SOUTH DAKOTA 4-H CHARACTER | |||||||
| BERG AGRICULTURAL HALL BOX 2207 E | BROOKINGS | SD | 57007 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $10,000 |
| SIOUX FALLS ARTS COUNCIL | |||||||
| 326 E 8TH ST STE 106B | SIOUX FALLS | SD | 57103 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $6,000 |
| BOYS AND GIRLS CLUB OF THE SIOUX EMPIRE | |||||||
| 700 S SNEVE AVE | SIOUX FALLS | SD | 57103 | N/A | PUBLIC CHARITY | GENEARL ASSISTANCE | $6,000 |
| CARNEGIE PUBLIC LIBRARY | |||||||
| 513 NEW ORLEANS AVENUE | DELL RAPIDS | SD | 57022 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $5,000 |
| PIPESTONE AREA COMMUNITY FOUNDATION | |||||||
| PO BOX 332 | PIPESTONE | MN | 56164 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $5,000 |
| EPISCOPAL DIOCESE OF SOUTH DAKOTA | |||||||
| 500 S MAIN AVE | SIOUX FALLS | SD | 57104 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $5,000 |
| ST FRANCIS HOUSE | |||||||
| 1301 E AUSTIN ST | SIOUX FALLS | SD | 57103 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $4,100 |
| SAD ISN'T BAD-SOUTH DAKOTA PARENT CONNECTION | |||||||
| 3701 W 49TH ST STE 102 | SIOUX FALLS | SD | 57106 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $4,000 |
| GIRL SCOUTS DAKOTA HORIZONS | |||||||
| 1101 S MARION RD | SIOUX FALLS | SD | 57106 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $3,000 |
| SOUTHEASTERN BEHAVIORAL HEALTH | |||||||
| 100 W 5TH ST | SIOUX FALLS | SD | 57104 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $3,000 |
| SIOUXLAND RSVP RETIRED SR | |||||||
| 1000 N WEST AVE 310 | SIOUX FALLS | SD | 57104 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $2,000 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 108 E 38TH ST | SIOUX FALLS | SD | 57105 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $1,100 |
| CAMP LOVE'S EMBRACE | |||||||
| 1664 HIGHWAY 30 | WOODSTOCK | MN | 56186 | N/A | PUBLIC CHARITY | GENERAL ASSISTANCE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 186200 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $78,997 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,220 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
| Related Or Exempt Function Income | 64 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $81,217 | ExclusionAmount |
| Related Or Exempt Function Income | 64 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 81281 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumber |
| Relationship Statement | FEDERAL TAX REFUND | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,708 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2708 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | AMERICAN FUNDS CAPITAL WORLD BOND FUND CL A | NameOfBond |
| EOY Book Value | 879337 | EOYBookValue |
| EOYFMV | 889364 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| AMER FUNDS CAPITAL WORLD GROWTH & INCOME | AT COST | 717392 | 547295 |
| AMERICAN FUNDS AMERICAN MUTUAL FUND CL A | AT COST | 120525 | 167542 |
| AMERICAN FUNDS EURO PACIFIC GROWTH FUND CL A | AT COST | 247407 | 190169 |
| AMERICAN FUNDS GROWTH FUND OF AMERICA CLASS A | AT COST | 888913 | 769548 |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND CL A | AT COST | 562561 | 526075 |
| AMERICAN FUNDS NEW PERSP CL A | AT COST | 453945 | 462052 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| POSTAGE | 158 | 0 | 158 |
| MISCELLANEOUS EXPENSES | 150 | 0 | 150 |
| UBS ANNUAL FEE | 150 | 0 | 150 |
| OFFICE EXPENSE | 275 | 0 | 275 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
| Revenue And Expenses Per Books | 64 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 64 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $551 | 138 | 413 |
| FEDERAL ESTIMATED TAXES | $1,170 | 0 | 0 |