RENEE REBECCA AND RICHARD ELMEN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RENEE REBECCA AND RICHARD ELMEN FOUNDATION (EIN 46-0451639)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201241359349101544
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T11:13:02-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A & F RENTALL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 5103 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 571175103 | 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 | 460451639 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE REBECCA AND RICHARD ELMEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RENE | NameControl |
| Phone | 6053381800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2612 S RIDGEVIEW WAY | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD J ELMEN | Name |
| Title | PRESIDENT | Title |
| Phone | 6053381800 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS J WHALEN | Name |
| Phone | 6053381800 | Phone |
| Date Prepared | 2012-05-14 | 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 | 741380 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 181 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 181 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12919 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12916 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 6 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 21424 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 21424 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 34530 | TotalRevenueAndExpenses |
| Total Net Investment Income | 34527 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 6 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 5629 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 1869 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 3760 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 2500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1577 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 705 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 705 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10411 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1869 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6965 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 25695 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 25695 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 36106 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1869 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32660 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1576 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32658 | NetInvestmentIncome |
| Adjusted Net Income | 6 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 9850 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 8274 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 8274 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 292398 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 292398 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 459091 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 402729 | InvestmentsOtherBOY |
| Investments Other EOY | 402729 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 274015 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 704977 | TotalAssetsBOY |
| Total Assets EOY | 703401 | TotalAssetsEOY |
| Total Assets EOYFMV | 741380 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 704977 | UnrestrictedBOY |
| Unrestricted EOY | 703401 | UnrestrictedEOY |
| Total Net Assets BOY | 704977 | TotalNetAssetsBOY |
| Total Net Assets EOY | 703401 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 704977 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 703401 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 704977 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1576 | ExcessOfRevenueOverExpenses |
| Subtotal | 703401 | Subtotal |
| Total Net Assets Fund Balances EOY | 703401 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | AT&T | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2011-01-26 | DateAcquired |
| Date Sold | 2011-01-26 | DateSold |
| Gross Sales Price | 6 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 0 | CostOrOtherBasis |
| Gain Or Loss | 6 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | 6 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 6 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 26868 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 666780 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040295 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 30323 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 544505 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055689 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 37210 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 701349 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053055 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 36858 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 841250 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043813 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 39452 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 736427 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053572 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.246424 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049285 | AverageDistributionRatio |
| Net Noncharitable Assets | 735787 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 36263 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 327 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 36590 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32660 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 653 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 653 | Subtotal |
| Tax Based On Investment Income | 653 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 700 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 700 | TotalCreditsAndPayments |
| Original Return Overpayment | -700 | OriginalReturnOverpayment |
| Overpayment | 47 | Overpayment |
| Amount Credited To Next Year | 47 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | SD | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RICHARD ELMEN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6053381800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2612 S RIDGEVIEW WAY | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD ELMEN | ||||||||
| 2612 S RIDGEVIEW WAY | FALLS | SD | 57105 | PRES/TREA | 5.00 | 5629 | 0 | 0 |
| CONNIE RENEE ELMEN | ||||||||
| 6903 AINSDALE COURT | RAPID CITY | SD | 57702 | VP/SEC | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 746992 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 746992 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 746992 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11205 | CashDeemedCharitable |
| Net Noncharitable Assets | 735787 | NetNoncharitableAssets |
| Minimum Investment Return | 36789 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 36789 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 653 | TaxBasedOnInvestmentIncome |
| Total Tax | 653 | TotalTax |
| Distributable Amount Before Adj | 36136 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 36136 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 36136 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32660 | ExpensesAndContributions |
| Qualifying Distributions | 32660 | QualifyingDistributions |
| Adj Qualifying Distributions | 32660 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 36136 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 32659 | UndistributedIncomePriorYear |
| Qualifying Distributions | 32660 | QualifyingDistributions |
| Applied To Year1 | 32659 | AppliedToYear1 |
| Applied To Current Year | 1 | AppliedToCurrentYear |
| Undistributed Income CY | 36135 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| HUMANE SOCIETY SW WASHINGTON | ||||||
| 2121 ST FRANCE LANE | VANCOUVER | WA | 98660 | 501(C)(3) | OPERATING SUPPORT | $7,000 |
| SO DAK SPORTSMEN AGAINST HUNGER | ||||||
| PO BOX 1172 | PIERRE | SD | 57501 | 501(C)(3) | OPERATING SUPPORT | $3,000 |
| AUGUSTANA COLLEGE | ||||||
| 2001 S SUMMIT AVE | SIOUX | SD | 57197 | 509(a)1 | SCHOLARSHIPS | $5,330 |
| USA POWERLIFITING | ||||||
| PO BOX 668 | COLUMBIA CITY | IN | 46725 | 501(C)(3) | OPERATING SUPPORT | $250 |
| HERITAGE FOUNDAYION | ||||||
| 214 MASSACHUTTS AVE NE | WASHINGTON | DC | 20002 | 501(C)(3) | OPERATING SUPPORT | $1,000 |
| SAN DIEGO HOSPICE FDN | ||||||
| 4311 THIRD AVE | SAN DIEGO | CA | 92103 | 501(C)(3) | OPERATING SUPPORT | $100 |
| GUIDE STAR | ||||||
| 4801 COURTHOUSE ST | WILLIAMSBURG | VA | 21388 | 501(C)(3) | OPERATING SUPPORT | $50 |
| FRIENDS OF RIDGEFIELD WILDLIFE | ||||||
| PO BOX 1022 | RIDGEFIELD | WA | 98642 | 501(C)(3) | OPERATING SUPPORT | $1,600 |
| BROOOKINS HUMANE SOCIETY | ||||||
| 406 3RD STREET | BROOKINGS | SD | 57006 | 501(C)(3) | OPERATING SUPPORT | $2,000 |
| SANFORD HEALTH FDN | ||||||
| 1305 W 18TH ST | SIOUX FALLS | SD | 57117 | PUBLICCHARITY | OPERATING SUPPORT | $115 |
| CLARE BOOTHE LUCE POLICY INST | ||||||
| 112 ELDEN STREET SUITE P | HERNDON | VA | 20170 | 501(C)(3) | OPERATING SUPPORT | $500 |
| SOUTH RIDGE SCHOOL | ||||||
| 502 NORTHWEST 199TH ST | RIDGEFIELD | WA | 98642 | publiccharity | OPERATING SUPPORT | $2,750 |
| MCCROSSAN BOYS RANCH | ||||||
| 47135 260TH STREET | SIOUX FALLS | SD | 57107 | 501(C)(3) | OPERATING SUPPORT | $1,000 |
| HORSE POWER | ||||||
| 26659 BLUE SAGE LANE | SIOUX FALLS | SD | 57106 | 501(C)(3) | OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 25695 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,919 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUNDS | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21,424 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,349 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 34349 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | tom whalen tax | Category |
| Amount | $2,500 | Amount |
| Disbursements Charitable Prps | 2500 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (19 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STOCKS SHARES | ||
| AIG 25 | 32825 | 580 |
| ALTRIA GROUP 200 | 7989 | 5930 |
| AT&T CORP 38 | 12673 | 1149 |
| BLACK HILLS CORP 2150 | 47787 | 72197 |
| BANK OF AMERICA 100 | 4698 | 556 |
| DUKE ENGERY 300 | 5752 | 6600 |
| FORD MOTOR 1000 | 14976 | 10760 |
| FORD MOTOR 1000 | 8621 | 10760 |
| KRAFT FOODS 138 | 5156 | |
| MEDCO HEALTH SOLUTIONS 470 | 26273 | |
| MERCK & CO 1800 | 125113 | 67860 |
| PETROLEO BRASILILEIRO SA 800 | 6163 | 19880 |
| PHILIP MORRIS INTL COM 200 | 15696 | |
| POSCO 200 | 5723 | 16420 |
| SPECTRA ENGERY 150 | 4613 | |
| UNITED RENTALS INC 1000 | 6498 | 29550 |
| WASHINGTON MUTUAL 200 | 7592 | 11 |
| WILLIAMS COS INC 5000 | 5988 | 165100 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS EATON VANCE INC | CategoryOrItem |
| Book Value | 402729 | BookValue |
| EOYFMV | 274015 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| FILING FEE | 10 | 10 |
| DUES | 695 | 695 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUND INCOME | Description |
| Revenue And Expenses Per Books | 21424 | RevenueAndExpensesPerBooks |
| Net Investment Income | 21424 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| EXCISE TAXES | $1,363 |
| FOREIGN TAX | $214 |