TOM & FRANCES LEACH FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TOM & FRANCES LEACH FOUNDATION INC (EIN 45-6012703)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-28
- IRS object ID
- 202611489349100751
- Schema version
- 2025v4.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-28T09:51:56-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204028013 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAGA KOMMER LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 E MAIN ST | AddressLine1Txt |
| City | MANDAN | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58554 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456012703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOM AND FRANCES LEACH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMA | BusinessNameControlTxt |
| Phone | 7012550479 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 NORTH 5TH ST SUITE 308 | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L GOODIN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7012550479 | PhoneNum |
| Signature | 2026-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNELL RUDE CPA | PreparerPersonNm |
| PTIN | P00112623 | PTIN |
| Phone | 7016639345 | PhoneNum |
| Preparation | 2026-05-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,854,673 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $63 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,019,861 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,019,861 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $407,021 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $407,021 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $269,462 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $858,240 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,858,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $858,240 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,084,449 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $784,004 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,369,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,069,189 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,700 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,645 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,729 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $34,916 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,648 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $930 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,718 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,240 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $156,822 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $156,420 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $402 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,860 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,460 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $26,281 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,256 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,025 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,328 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,266 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,062 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $38,932 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $7,786 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $31,146 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $147,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139,516 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,831 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $551,029 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $339,623 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $155,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,015,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,015,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,566,029 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $339,623 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,170,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $803,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,729,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,986 | CashBOYAmt |
| Cash EOY | $97,788 | CashEOYAmt |
| Cash EOYFMV | $97,787 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,073,819 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,117,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,117,384 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,155,128 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,466,757 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,806,988 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,342,711 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,621,272 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,761,802 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $791,029 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $950,460 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,065,377 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,904 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,666 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,432 | LandBOYAmt |
| Land EOY | $5,238 | LandEOYAmt |
| Land EOYFMV | $5,335 | LandEOYFMVAmt |
| Other Assets BOY | $100 | OtherAssetsBOYAmt |
| Other Assets EOY | $100 | OtherAssetsEOYAmt |
| Total Assets BOY | $24,455,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,258,999 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,854,673 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,174 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,363 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,174 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,363 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,454,031 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,257,636 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,454,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,257,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,455,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,258,999 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,454,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $803,605 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,257,636 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,257,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US BANK 6300 SHORT-TERM | P | $47,832 | $56,700 | -$8,868 | -$8,868 |
| US BANK 6300 LONG-TERM | P | $888,345 | $558,112 | $330,233 | $330,233 |
| US BANK 3190 SHORT-TERM | P | $3,097,655 | $3,146,893 | -$49,238 | -$49,238 |
| US BANK 3190 LONG-TERM | P | $4,823,076 | $4,238,860 | $584,216 | $584,216 |
| US BANK 3190 CAPITAL GAINS | P | $1,897 | $1,897 | $1,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $858,240 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,941 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37,941 | SubtotalAmt |
| Tax Based On Investment Income | $37,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,962 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $47,962 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $132 | EsPenaltyAmt |
| Overpayment | $9,889 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $9,889 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LEACHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | TAMI HELMERS | IndividualWithBooksNm |
| Phone | 7012550479 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 N 4TH STREET STE 308 | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| TODD STEINWAND | ||||||||
| PO BOX 5509 | BISMARCK | ND | 58506 | PRESIDENT | 000.00 | $5,000 | $0 | $0 |
| DAVID L GOODIN | ||||||||
| 1200 W CENTURY AVE | BISMARCK | ND | 58506 | VICE PRESIDE | 000.00 | $5,000 | $0 | $0 |
| ANN REICH | ||||||||
| 4401 LOOKOUT TRAIL | BISMARCK | ND | 58504 | SECR/TREAS | 000.00 | $5,000 | $0 | $0 |
| WILLIAM L DANIEL | ||||||||
| 304 E ROSSER AVE SUITE 200 | BISMARCK | ND | 58501 | DIRECTOR | 000.00 | $4,500 | $0 | $0 |
| BRIAN R BJELLA | ||||||||
| 1050 BOYLAN | BOZEMAN | MT | 59715 | DIRECTOR | 000.00 | $4,500 | $0 | $0 |
| KATE BLACK | ||||||||
| 2810 LANGER LANE | BISMARCK | ND | 58504 | DIRECTOR | 000.00 | $4,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NATIONAL ASSN TRUSTEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVI | ServiceTypeTxt |
| Compensation | $156,420 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,231,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $544,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $879,939 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,656,795 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $33,656,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $504,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,151,943 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,657,597 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,657,597 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,941 | TotalTaxAmt |
| Distributable Before Adj | $1,619,656 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,619,656 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,619,656 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,170,140 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,170,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,619,656 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $135,793 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,121 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $238,534 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $282,056 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $612,635 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,336,139 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,170,140 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,619,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $550,484 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,886,623 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $135,793 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,750,830 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,121 | ExcessFromYear4Amt |
| Excess From Year3 | $238,534 | ExcessFromYear3Amt |
| Excess From Year2 | $282,056 | ExcessFromYear2Amt |
| Excess From Year1 | $612,635 | ExcessFromYear1Amt |
| Excess From Current Year | $550,484 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TAMI HELMERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 BURNT BOAT DR STE 206 | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7012550479 | RecipientPhoneNum |
| Recipient Email Address | LEACHFOUNDATION@MIDCONETWORK.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | ONLINE APPLICATION AT WWW.LEACHFOUNDATION.ORG/APPLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30 WITH AWARDS MADE ANNUALLY IN NOVEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE APPROVED 501(C)(3) ENTITIES, PREFERENCE IS GIVEN TO ORGANIZATIONS IN THE UPPER MIDWEST. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 318 PROJECT | ||||||||
| PO BOX 174 | BISMARCK | ND | 58502 | PC | HUMAN TRAFFICKING-SURVIVOR MENTORSHI | $40,000 | ||
| ABUSED ADULT RESOURCE CENTER | ||||||||
| 218 W BROADWAY | BISMARCK | ND | 58501 | PC | SECURITY CAMERA/DOORBELL UPGRADE | $30,000 | PO BOX 5003 | |
| AID INCORPORATED | ||||||||
| 314 W MAIN STREET | MANDAN | ND | 58554 | PC | AID INC HELP CENTER OR GENERAL OPERA | $10,000 | ||
| AMERICAN DIABETES ASSN INC | ||||||||
| 2451 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | PC | ADA CAMP MAVERICK | $5,000 | SUITE 900 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | PC | DISASTER SVC & SVCS TO ARMED FORCES | $34,000 | ||
| AO1 FOUNDATION INC | ||||||||
| 1630 W OAK ST | ZIONSVILLE | IN | 46077 | PC | CAMP CONQUERORS | $15,000 | STE 210 | |
| BIO GIRLS INC | ||||||||
| 4225 38TH ST S SUITE 101 | FARGO | ND | 58104 | PC | BIO GIRLS - BISMARCK-MANDAN, ND- '26 | $10,000 | ||
| BISMARCK ART & GALLERIES ASSOC | ||||||||
| 422 E FRONT AVENUE | BISMARCK | ND | 58504 | PC | MONTHLY EXHIBITS | $7,500 | ||
| BISMARCK CANCER CENTER FOUNDATION | ||||||||
| 500 N 8TH ST | BISMARCK | ND | 58501 | PC | STRUCTURAL IMPR TO PATIENT FACILITY | $50,000 | ||
| BISMARCK GLOBAL NEIGHBORS | ||||||||
| 2700 STATE ST | BISMARCK | ND | 58503 | PC | COMMUNITY CONNECTOR PROGRAM | $10,000 | ||
| BISMARCK LIBRARY FOUNDATION INC | ||||||||
| 515 N 5TH STREET | BISMARCK | ND | 58501 | PC | SUMMER READING 2026 AT BVMPL | $17,500 | ||
| BISMARCK STATE COLLEGE FOUNDATION | ||||||||
| 1255 SCHAFER STREET | BISMARCK | ND | 58506 | PC | SCHOLARSHIP FUNDING | $10,000 | PO BOX 5587 | |
| BISMARCK STATE COLLEGE FOUNDATION | ||||||||
| 1255 SCHAFER STREET | BISMARCK | ND | 58506 | PC | BAVENDICK ATHLETIC CENTER | $150,000 | PO BOX 5587 | |
| BISMARCK YOUTH BASEBALL INC | ||||||||
| PO BOX 176 | BISMARCK | ND | 58502 | PC | BABE RUTH & AMER LEGION EXP- YR 3 | $10,000 | ||
| BISMARCK-MANDAN CIVIC CHORUS | ||||||||
| PO BOX 2566 | BISMARCK | ND | 58501 | PC | 2025-2026 SZN | $5,000 | ||
| BISMARCK-MANDAN ORCHESTRAL ASSOC | ||||||||
| PO BOX 2031 | BISMARCK | ND | 58502 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||
| BOY SCOUTS OF AMERICA- NORTHERN LI | ||||||||
| 4200 19TH AVE S | FARGO | ND | 58103 | PC | BIS-MAN CENTER FOR SCOUTING | $8,000 | ||
| BURLEIGH CTY CNCL ON AGINGSR ADULT | ||||||||
| 315 N 20TH ST | BISMARCK | ND | 58501 | PC | CONNECTION CAFE A/V SYSTEM | $10,000 | ||
| CAPITAL CITY YOUNG GUNS | ||||||||
| 2343 32 1/2 STREET | MANDAN | ND | 58554 | PC | YOUNG GUN EXPANSION PROGRAM | $15,000 | ||
| CENTRAL DAKOTA CHILDREN'S CHOIR | ||||||||
| 921 S 9TH STE 115 | BISMARCK | ND | 58501 | PC | EDU OUTREACH/ELEM MUSIC CLASS/ ALUMN | $12,500 | ||
| CENTRAL DAKOTA HUMANE SOCIETY | ||||||||
| 2104 37TH STREET | MANDAN | ND | 58554 | PC | NEW DOG BUILDING PROJECT | $120,000 | ||
| DACOTAH FDN BIS-MAN MENTOR SQUAD | ||||||||
| 600 S 2ND ST STE 8 | BISMARCK | ND | 58504 | PC | BIS-MAN MENTOR SQUAD | $10,500 | ||
| DAKOTA PRO MUSICA | ||||||||
| 4740 19TH ST N 102 | BISMARCK | ND | 58503 | PC | ESTHER- THE BEAUTIFUL QUEEN- AMERICA | $10,000 | ||
| DAKOTA STAGE INC | ||||||||
| 412 E MAIN AVE | BISMARCK | ND | 58501 | PC | MAIN STAGE SEASON 47 (25-26) | $15,000 | ||
| DAKOTA WEST ARTS COUNCIL | ||||||||
| 400 E FRONT AVE | BISMARCK | ND | 58504 | PC | COMMUNITY CALENDAR 2.0 | $5,000 | ||
| FARM RESCUE | ||||||||
| PO BOX 28 | HORACE | ND | 58047 | PC | PLANTING SEEDS OF HOPE FOR ND | $5,000 | ||
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PC | EXPANDING FCA'S IMPACT & NEW STAFF | $10,000 | ||
| GIRL SCOUTS DAKOTA HORIZON | ||||||||
| 1101 S MARION ROAD | SIOUX FALLS | SD | 57106 | PC | LEADERSHIP EXPERIENCE PROGRAM FOR AD | $8,000 | ||
| GREAT PLAINS FOOD BANK | ||||||||
| 1720 3RD AVENUE SOUTH | FARGO | ND | 58102 | PC | HARVESTING HOPE CAPITAL CAMPAIGN | $50,000 | ||
| HEAVEN'S HELPERS SOUP CAF | ||||||||
| 220 N 23RD ST | BISMARCK | ND | 58501 | PC | HEAVENS HELPERS GO DISCIPLINE | $10,000 | ||
| HOPE MANOR FOUNDATION | ||||||||
| PO BOX 1301 | BISMARCK | ND | 58502 | PC | HOPE MANOR'S OPERATIONAL SUSTAINABIL | $75,000 | ||
| HOSPICE OF RED RIVER VALLEY DBA HIA | ||||||||
| 1701 38TH S STE 101 | FARGO | ND | 58103 | PC | BIS AREA GRIEF & BEREAVEMENT PROGRAM | $7,500 | ||
| INTERNATIONAL MUSIC CAMP INC | ||||||||
| 111 11TH AVENUE SW | MINOT | ND | 58701 | PC | SCHOLARSHIP FOR CAMPERS | $10,000 | SUITE 3 | |
| JR ACHEIVEMENT USA | ||||||||
| PO BOX 120478 | ST PAUL | MN | 55112 | PC | JR ACHIEVEMENT N OF ND 25-26 | $10,000 | ||
| LONG X ARTS FDN | ||||||||
| PO BOX 126 | WATFORD CITY | ND | 58854 | PC | CULTURAL CONNECTIONS PROGRAMMING | $10,000 | ||
| MAKE-A-WISH | ||||||||
| 4143 26TH AVE S | FARGO | ND | 58104 | PC | GRANT WISHES FOR ILL CHILDREN | $15,000 | SUITE 104 | |
| MINOT STATE UNIVERSITY- SPECIAL EDU | ||||||||
| 500 W UNIVERSITY AVENUE | MINOT | ND | 58707 | GOV | SPECIAL EDU PROGRAMS STUDENT SUPPORT | $10,000 | ||
| MISSOURI SLOPE AREAWIDE UNITED WAY | ||||||||
| 515 N 4TH STREET | BISMARCK | ND | 58501 | PC | DOLLY PARTON IMAGINATION LIBRARY & B | $40,000 | ||
| MISSOURI VALLEY FAMILY YMCA | ||||||||
| 1608 N WASHINGTON STREET | BISMARCK | ND | 58501 | PC | Y FOR ALL COMMUNITY PROGRAMS | $25,000 | ||
| MORTON CTY COUNCIL ON AGING INC | ||||||||
| 301 15TH STREET NW | MANDAN | ND | 58554 | PC | NUTRITION PROGRAM FOR ELDERLY | $15,000 | ||
| MOUNTRAIL COUNTY MEDICAL CNTR INC | ||||||||
| 615 6TH ST SE | STANLEY | ND | 58784 | PC | MOUNTRAIL COUNTY MEDICAL CTR MRI | $250,000 | ||
| MTN-PLAINS YOUTH SERV COAL DBA YW | ||||||||
| 217 W ROSSER AVE | BISMARCK | ND | 58501 | PC | YOUTH RISE | $5,000 | ||
| MUSICIAN'S ASSOCIATION | ||||||||
| PO BOX 88 | MANDAN | ND | 58554 | PC | PERFORMANCE FUND | $5,000 | ||
| ND FFA FOUNDATION INC | ||||||||
| PO BOX 6022 | BISMARCK | ND | 58506 | PC | ND FFA FALL LEADERSHIP CONFERENCE | $7,500 | ||
| NDSU FOUNDATION | ||||||||
| 1241 UNIVERSITY DRIVE N | FARGO | ND | 58105 | PC | SCHOLARSHIPS | $10,000 | ||
| NEXUS-PATH FAMILY HEALING | ||||||||
| 1202 WESTRAC DRIVE | FARGO | ND | 58103 | PC | MENTAL HEALTH SERV FOR YOUTH | $10,000 | SUITE 400 | |
| NORTH DAKOTA GATEWAY TO SCIENCE CEN | ||||||||
| 1810 SCHAFER ST STE 1 | BISMARCK | ND | 58501 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| NORTHERN PLAINS DANCE | ||||||||
| 1416 EAST FRONT AVENUE | BISMARCK | ND | 58504 | PC | OUTREACH INITIATIVES THRU NORTHERN P | $10,000 | ||
| OPERATION HOMEFRONT INC | ||||||||
| 17319 SAN PEDRO AVE | SAN ANTONIO | TX | 78232 | PC | BACK TO SCHOOL BRIGADE/HOLIDAY MEALS | $5,000 | SUITE 505 | |
| PRIDE INC | ||||||||
| PO BOX 4086 | BISMARCK | ND | 58502 | PC | CELEBRATION OF TREES | $3,000 | ||
| REBUILDING TOGETHER GREATER | ||||||||
| PO BOX 874 | MANDAN | ND | 58554 | PC | 2026 REBUILDING DAY | $15,000 | BISMARCK-MANDAN AREA | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| PO BOX 7323 | BISMARCK | ND | 58507 | PC | PROGRAM SUPPORT FOR THE CARE MOBILE | $250,000 | ||
| STATE HISTORICAL SOC OF ND FDN | ||||||||
| PO BOX 1976 | BISMARCK | ND | 58502 | PC | SUPPORT MILITARY GALLERY | $50,000 | ||
| STEPPING STONE MINISTRIES | ||||||||
| PO BOX 1492 | BISMARCK | ND | 58502 | PC | MEDICAL RESPITE CENTER | $10,000 | ||
| THE ND HUMANITIES COUNCIL | ||||||||
| PO BOX 2191 | BISMARCK | ND | 58502 | PC | AMERICA 250: HISTORY OF AMERICAN EXE | $30,000 | ||
| THE VILLAGE FAM SERVICE CNTR | ||||||||
| 2701 12TH AVE S | FARGO | ND | 58103 | PC | MENTAL HEALTH SUPPORT UNDER/UNINSURE | $8,000 | ||
| THEO ART SCHOOL | ||||||||
| 1810 SCHAFER STREET | BISMARCK | ND | 58501 | PC | FUNDING FOR FINE ARTS PROGRAM | $6,000 | ||
| THEODORE ROOSEVELT MEDORA FDN | ||||||||
| 405 E RIVER ROAD S | MEDORA | ND | 58645 | PC | FUND NEW BUILDING TO HOUSE EMPLOYEES | $50,000 | ||
| THEODORE ROOSEVELT PRES LIBRARY FD | ||||||||
| 1401 E CALGARY AVE | MEDORA | ND | 58645 | PC | PLEDGE COMMITMENT - YR 5 0F 5 | $20,000 | SUITE 210 | |
| TRACY'S SANCTUARY HOUSE | ||||||||
| 908 N 8TH ST | BISMARCK | ND | 58501 | PC | OUTREACH THRU ADMIN CAPACITY SCHOLAR | $5,000 | ||
| TURTLE MOUNTAIN COMMUNITY COLLEGE | ||||||||
| 10145 BIA ROAD 7 | BELCOURT | ND | 58316 | PC | SCHOLARSHIP | $10,000 | ||
| UNIVERITY OF MARY | ||||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | PC | CAMPUS ADDITION | $50,000 | ||
| UNIVERSITY OF JAMESTOWN | ||||||||
| 6082 COLLEGE LANE | JAMESTOWN | ND | 58405 | PC | SCHOLARSHIP FUND | $10,000 | ||
| UNIVERSITY OF JAMESTOWN | ||||||||
| 6082 COLLEGE LANE | JAMESTOWN | ND | 58405 | PC | VOORHEES CHAPEL LEADERSHIP | $50,000 | ||
| UNIVERSITY OF MARY | ||||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | PC | SCHOLARSHIP | $10,000 | ||
| UNIVERSITY OF ND ALUMNI ASSOC FDN | ||||||||
| 3501 UNIVERSITY AVENUE | GRAND FORKS | ND | 58202 | PC | SCHOLARSHIP FUND | $10,000 | STOP 8157 | |
| WELCOME HOUSE INC | ||||||||
| 617 N 7TH STREET | BISMARCK | ND | 58501 | PC | PROVIDE TRANSITIONAL HOUSING FOR FAM | $15,000 | ||
| WESTERN ND HONOR FLIGHT | ||||||||
| PO BOX 265 | BISMARCK | ND | 58502 | PC | HONOR FLIGHT FOR VETERANS | $50,000 | ||
| WILLISTON STATE COLLEGE FOUNDATION | ||||||||
| PO BOX 1286 | WILLISTON | ND | 58802 | PC | SUPPORT HEALTHCARE TRAINING FACILITY | $60,000 | ||
| YOUNG LIFE- BISMARCK & MANDAN | ||||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | PC | FUNDS FOR OUTREACH AND CAMP PROGRAMS | $35,000 | ||
| YOUNG LIFE- STANDING ROCK | ||||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | PC | YOUTH MINISTRY, CAMP PROGRAM | $30,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,015,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BISMARCK CANCER CENTER FOUNDATION | ||||||
| 500 N 8TH ST | BISMARCK | ND | 58501 | PC | STRUCTURAL IMPR TO PATIENT FACILITY | $200,000 |
| GREAT PLAINS FOOD BANK | ||||||
| 1720 3RD AVE SOUTH | FARGO | ND | 58102 | PC | SUPPORT PROPERTY PURCHASE | $200,000 |
| STATE HISTORICAL SOCIETY OF ND FDN | ||||||
| PO BOX 1976 | BISMARCK | ND | 58501 | PC | SUPPORT MILITARY GALLERY | $200,000 |
| THEODORE ROOSEVELT MEDORA FDN | ||||||
| 405 E RIVER ROAD S | MEDORA | ND | 58645 | PC | CONSTRUCTION OF EMPLOYEE HOUSING | $100,000 |
| UNIVERSITY OF MARY | ||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | PC | YR 2 OF 5 MILITARY STUDENT CENTER | $150,000 |
| WESTERN ND HONOR FLIGHT | ||||||
| PO BOX 265 | BISMARCK | ND | 58502 | PC | HONOR FLIGHT FOR VETERANS | $50,000 |
| WILLISTON STATE COLLEGE FOUNDATION | ||||||
| PO BOX 1286 | WILLISTON | ND | 58502 | PC | SUPPORT HEALTHCARE TRAINING FACILITY | $240,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,140,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,019,861 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $269,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $858,240 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| THOMAS W. LEACH TRUST-NONTA | 14 | $300,445 |
| THOMAS W. LEACH TRUST | 15 | $784,004 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,232,075 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,232,075 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,400 | Amt |
| Net Investment Income | $3,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,240 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (39 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE & EQUIP - OLD | 1985-01-01 | $4,058 | $4,058 | S/L | 5.0000 | |
| MICROWAVE | 1994-12-15 | $180 | $180 | S/L | 10.0000 | |
| RECEPTIONIST CHAIR | 2001-02-28 | $95 | $95 | S/L | 7.0000 | |
| WOODEN DESK - USED | 2001-05-31 | $137 | $137 | S/L | 7.0000 | |
| COMP DESK & CHAIR - USED | 2001-08-31 | $122 | $122 | S/L | 7.0000 | |
| CALCULATOR | 2002-03-31 | $90 | $90 | S/L | 7.0000 | |
| COMPUTER SYSTEM & MONITOR | 2003-07-31 | $1,534 | $1,534 | S/L | 5.0000 | |
| ACCESS SOFTWARE | 2004-07-31 | $225 | $225 | S/L | 5.0000 | |
| SIDE TABLES (X2) | 2004-11-30 | $90 | $90 | S/L | 7.0000 | |
| 5 CHAIRS/2 TABLES | 2005-08-31 | $500 | $500 | S/L | 7.0000 | |
| SHREDDER | 2006-06-30 | $137 | $137 | S/L | 5.0000 | |
| LEASEHOLD IMPROVEMENTS | 1985-01-01 | $3,228 | $3,228 | S/L | 7.0000 | |
| QUICKBOOKS SOFTWARE | 2008-09-25 | $356 | $356 | S/L | 3.0000 | |
| BASYX OFFICE CHAIR | 2008-10-17 | $320 | $320 | S/L | 7.0000 | |
| HP COMPUTER | 2014-10-09 | $744 | $744 | S/L | 5.0000 | |
| CANON SCANNER | 2015-01-14 | $478 | $478 | S/L | 5.0000 | |
| COMPUTER & SERVER | 2017-12-18 | $2,215 | $2,016 | S/L | 5.0000 | $40 |
| ADD LABOR - 2017 COMPUTER | 2018-03-22 | $1,000 | $1,000 | S/L | 5.0000 | |
| FIREPROOF FILE CABINET | 2021-12-31 | $1,400 | $600 | S/L | 7.0000 | $200 |
| PRINTER COPIER | 2021-12-31 | $50 | $30 | S/L | 5.0000 | $10 |
| CHAIR | 2021-12-31 | $50 | $21 | S/L | 7.0000 | $8 |
| DESK W/ LATERAL FILE CABI | 2021-12-31 | $80 | $34 | S/L | 7.0000 | $12 |
| VACUUM CLEANER | 2021-12-31 | $20 | $12 | S/L | 5.0000 | $4 |
| FIREPROOF FILE CABINETS (X2) | 2022-08-03 | $5,735 | $1,980 | S/L | 7.0000 | $819 |
| OFFICE SUPPLY CABINETS | 2024-06-28 | $690 | $115 | S/L | 3.0000 | $230 |
| LAPTOP CART (ADJUSTABLE) | 2025-10-01 | $50 | S/L | 5.0000 | $3 | |
| ACRYLIC WALL SIGN | 2025-05-28 | $243 | S/L | 10.0000 | $14 | |
| WALL NAME PLATE | 2025-05-27 | $38 | S/L | 10.0000 | $2 | |
| WALL SCONCES (X2) | 2025-05-27 | $70 | S/L | 5.0000 | $8 | |
| WALL CLOCK | 2025-05-27 | $80 | S/L | 5.0000 | $9 | |
| COMPUTER MONITOR (27") | 2025-05-13 | $226 | S/L | 5.0000 | $30 | |
| BOOKSHELF (4 TIER) | 2025-05-13 | $84 | S/L | 7.0000 | $8 | |
| PANTRY UNIT | 2025-01-06 | $210 | S/L | 7.0000 | $30 | |
| MICROWAVE | 2024-12-19 | $81 | S/L | 7.0000 | $12 | |
| MAGNETIC DRY ERASE BOARD | 2024-07-26 | $30 | S/L | 7.0000 | $4 | |
| LETTER ORGANIZER (7 TIER) | 2024-07-26 | $25 | S/L | 7.0000 | $4 | |
| CORDLESS PHONE | 2024-02-13 | $50 | S/L | 7.0000 | $7 | |
| FELT NOTICE BOARD | 2024-07-26 | $27 | S/L | 7.0000 | $4 | |
| LAMINATOR | 2025-10-24 | $52 | S/L | 5.0000 | $2 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|
| FURNITURE & EQUIP - OLD | 1985-01 | PURCHASE | 2025-09 | $4,058 | $4,058 |
| MICROWAVE | 1994-12 | PURCHASE | 2025-09 | $180 | $180 |
| RECEPTIONIST CHAIR | 2001-02 | PURCHASE | 2025-09 | $95 | $95 |
| WOODEN DESK - USED | 2001-05 | PURCHASE | 2025-09 | $137 | $137 |
| COMP DESK & CHAIR - USED | 2001-08 | PURCHASE | 2025-09 | $122 | $122 |
| COMPUTER SYSTEM & MONITOR | 2003-07 | PURCHASE | 2025-09 | $1,534 | $1,534 |
| LEASEHOLD IMPROVEMENTS | 1985-01 | PURCHASE | 2025-09 | $3,228 | $3,228 |
| BASYX OFFICE CHAIR | 2008-10 | PURCHASE | 2025-09 | $320 | $320 |
| HP COMPUTER | 2014-10 | PURCHASE | 2025-09 | $744 | $744 |
| CANON SCANNER | 2015-01 | PURCHASE | 2025-09 | $478 | $478 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME HELD AT US BANK | BondNm |
| EOY Book Value | $9,621,272 | EOYBookValueAmt |
| EOYFMV | $9,761,802 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES HELD AT US BANK | $10,367,729 | $16,422,034 |
| EQUITY FUNDS-M&P CUSTODY ACCT | $3,099,028 | $5,384,954 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OIL & GAS PROPERTIES | AT COST | $100,206 | $1,136,831 |
| REAL ESTATE INV HELD AT US BANK | AT COST | $850,254 | $928,546 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $13,904 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $8,666 | AccumulatedDepreciationAmt |
| Book Value | $5,238 | BookValueAmt |
| EOYFMV | $5,335 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KOPP PROPERTY | Desc |
| BOY Book Value | $100 | BOYBookValueAmt |
| EOY Book Value | $100 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | |||
| GROSS PRODUCTION TAXES | $135,868 | $135,868 | |
| CANADIAN EXCHANGE | $1,691 | $1,691 | |
| EXPENSES | |||
| INSURANCE | $8,696 | $1,739 | $6,957 |
| OTHER EXPENSES | $1,092 | $218 | $874 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| THOMAS W. LEACH TRUST-NONTAX | $300,445 | |
| THOMAS W. LEACH TRUST | $784,004 | $784,004 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $1,174 | BOYBookValueAmt |
| EOY Book Value | $1,363 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $156,420 | $156,420 | |
| OTHER PROFESSIONAL FEES | $402 | $402 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $54,806 | |
| FOREIGN TAX | $6,860 | $6,860 |
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