SHELDON F REESE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON F REESE FOUNDATION (EIN 46-0358682)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-17
- IRS object ID
- 202501079349100605
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-17T08:22:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 N REID PL STE 400 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460358682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON F REESE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 6053361699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 89704 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571091010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN QUELLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6053361699 | PhoneNum |
| Signature | 2025-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURIE HANSON CPA | PreparerPersonNm |
| PTIN | P00851848 | PTIN |
| Phone | 6053391999 | PhoneNum |
| Preparation | 2025-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $6,545,261 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $92,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $260,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $260,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $260,502 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $353,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $353,017 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,237 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,237 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,211 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,211 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,605 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,238 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $344 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,052 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,052 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,443 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $332,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $312,443 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $349,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $332,954 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $144,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144,161 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $792,264 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $698,168 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $700,030 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $3,699,814 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,003,305 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,701,070 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,825,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,845,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,545,261 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,825,032 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,845,634 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,825,032 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,845,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,825,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,845,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,825,032 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,602 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,845,634 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,845,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $260,502 | GrossSalesPriceAmt |
| Gain Or Loss | $260,502 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $260,502 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $260,502 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,852 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,852 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,868 | OverpaymentAmt |
| Applied To ES Tax | $4,868 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN QUELLO | IndividualWithBooksNm |
| Phone | 6053361699 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 89704 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571091010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN QUELLO | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| VIRGINIA PAVELKA LUKE | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBORAH OLSON | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | SECRETARY | 1.00 | $6,000 | $0 | $0 |
| VANCE GOLDAMMER | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | TREASURER | 1.00 | $0 | $0 | $0 |
| GREGG GOHL | ||||||||
| PO BOX 89704 | SIOUX FALLS | SD | 57109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,109,006 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,341,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,341,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,245,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,852 | TotalTaxAmt |
| Distributable Before Adj | $307,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $307,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $307,447 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $312,443 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $312,443 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $307,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $172,527 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $312,443 | QualifyingDistributionsAmt |
| Applied To Year1 | $172,527 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $167,531 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHELDON F REESE FOUNDATION CO JOHN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 1428 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571091010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6053361699 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT ORGANIZATION FOR INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUGUSTANA UNIVERSITY ASSOCIAION | |||||||
| 2001 S SUMMIT AVE | SIOUX FALLS | SD | 57197 | N/A | PC | GENERAL ASSISTANCE | $1,000 |
| BLACK HILLS COMMUNITY THEATRE | |||||||
| PO BOX 4007 | RAPID CITY | SD | 57709 | N/A | PC | GENERAL ASSISTANCE | $6,000 |
| BLACK HILLS PLAYHOUSE | |||||||
| PO BOX 2531 | RAPID CITY | SD | 57709 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| BOYS AND GIRLS CLUBS OF SIOUX EMPIRE | |||||||
| 100 S SPRING AVE STE 220 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $15,000 |
| FAMILY CONNECTION | |||||||
| 303 N MINNESOTA AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| FAMILY VISITATION CENTER | |||||||
| 2020 S NORTON AVE | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| HABITAT FOR HUMANITY OF GREATER SIOUX FALLS | |||||||
| 721 E AMIDON ST | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| HARMONY SOUTH DAKOTA | |||||||
| 2522 W 41ST ST | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| LEVITT AT THE FALLS | |||||||
| 524 N MAIN AVE 106 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| LUTHERAN SOCIAL SERVICES OF SD | |||||||
| 705 E 41ST ST STE 200 | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| REACH LITERACY | |||||||
| 2101 W 41ST ST SUITE 23 | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| SCULPTURE WALK | |||||||
| 300 S PHILLIPS AVE L104 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $5,500 |
| SD SYMPHONY ORCHESTRA | |||||||
| 301 S MAIN AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| SIOUX FALLS PUBLIC SCHOOLS EDUCATION FOUNDATION DBA LAURA B ANDERSON ELEMEN | |||||||
| PO BOX 560 | SIOUX FALLS | SD | 57101 | N/A | PC | GENERAL ASSISTANCE | $54,070 |
| VOLUNTEERS OF AMERICA | |||||||
| PO BOX 89306 | SIOUX FALLS | SD | 57109 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| BUDDIES AND CO | |||||||
| 1309 E CEDAT ST | BRANDON | SD | 57005 | N/A | PC | GENERAL ASSISTANCE | $4,550 |
| CHILDRENS HOME SOCIETY | |||||||
| 801 SYNCAMORE AVE | SIOUX FALLS | SD | 571105746 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| JUNIOR ACHIEVEMENT OF SD | |||||||
| 301 S PHILLIPS AVE STE L102 | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $10,000 |
| MCCROSSAN BOYS RANCH | |||||||
| 47135 260TH ST | SIOUX FALLS | SD | 571076428 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| PREHISTORIC INDIAN VILLAGE | |||||||
| PO BOX 621 | MITCHELL | SD | 573010621 | N/A | PC | GENERAL ASSISTANCE | $10,700 |
| PROMISING FUTURES FUND (SIOUX FALLS AREA COMMUNITY FOUNDATION) | |||||||
| 834 S PHILLIPS AVE | SIOUX FALLS | SD | 57104 | N/A | PC | GENERAL ASSISTANCE | $25,000 |
| SIOUX FALLS HOPE COALITION | |||||||
| 2601 S MINNESOTA AVE STE 105 | SIOUX FALLS | SD | 571054750 | N/A | PC | GENERAL ASSISTANCE | $20,000 |
| SIOUX FALLS SCHOOL DIST CO | |||||||
| 201 E 38TH ST | SIOUX FALLS | SD | 57105 | N/A | PC | GENERAL ASSISTANCE | $5,000 |
| ST DYSMAS OF SOUTH DAKOTA | |||||||
| 1310 E 10TH ST | SIOUX FALLS | SD | 57103 | N/A | PC | GENERAL ASSISTANCE | $26,680 |
| YOUTH AND FAMILY SERVICES | |||||||
| 1920 N PLAZA BLVD | RAPID CITY | SD | 57702 | N/A | PC | GENERAL ASSISTANCE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,515 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260,502 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $353,017 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $353,017 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,237 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,237 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $698,168 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $700,030 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FD CL A | AT COST | $568,533 | $801,681 |
| AMER MUTUAL FD CL A | AT COST | $359,171 | $663,317 |
| GROWTH FD OF AMERICA CL A | AT COST | $663,841 | $973,769 |
| NEW PERSPECTIVE FD CL A | AT COST | $624,057 | $894,514 |
| WASHINGTON MUTUAL INVESTORS CL A | AT COST | $598,825 | $780,737 |
| NEUBERGER BERMAN INTRINSIC VALUE FD CL A | AT COST | $611,663 | $808,404 |
| NEUBERGER BERMAN LONG SHORT FD CL A | AT COST | $577,215 | $778,648 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $232 | $0 | $232 |
| OFFICE SUPPLIES | $78 | $0 | $78 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $459 | $115 | $344 |
| FOREIGN TAXES | $1,123 | $1,123 | $0 |
| ESTIMATED PAYMENTS | $16,023 | $0 | $0 |
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