OAHE FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OAHE FOUNDATION (EIN 36-3309554)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-29
- IRS object ID
- 202412119349300436
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-29T12:42:42-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203430198 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMER CURRIER & HOFFERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1714 N LINCOLN AVE STE 3 | AddressLine1Txt |
| City | PIERRE | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 575017305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363309554 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAHE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAHE | BusinessNameControlTxt |
| Phone | 6052247392 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 998 | AddressLine1Txt |
| City | PIERRE | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXA STULKEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6052247392 | PhoneNum |
| Signature | 2024-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT R CURRIER CPA | PreparerPersonNm |
| PTIN | P00430608 | PTIN |
| Phone | 6052248826 | PhoneNum |
| Preparation | 2024-07-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALEXA STULKEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 OMAHA ST STE 5 | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,238,193 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | SD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A FOUNDATION, WHICH MAY BE USED BY OTHERS AS A CONDUIT FOR THE PURPOSE OF CHANNELING CONTRIBUTIONS MADE BY THE PUBLIC AT LARGE THROUGH THIS 501(C)(3) FOUNDATION, WHICH FUNDS WILL BE ULTIMATELY USED FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE, IN THE NAME OF AND ON BEHALF OF THE THIRD PARTY DONOR. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,585,764 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,210,766 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,089,535 | PYInvestmentIncomeAmt |
| CY Investment Income | $609,628 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,675,299 | PYTotalRevenueAmt |
| CY Total Revenue | $1,820,394 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,766,511 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,076,734 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $142,828 | PYOtherExpensesAmt |
| CY Other Expenses | $139,771 | CYOtherExpensesAmt |
| PY Total Expenses | $1,909,339 | PYTotalExpensesAmt |
| CY Total Expenses | $2,216,505 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,765,960 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$396,111 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,895,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,741,001 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,895,209 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,741,001 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE A FOUNDATION, WHICH MAY BE USED BY OTHERS AS A CONDUIT FOR THE PURPOSE OF CHANNELING CONTRIBUTIONS MADE BY THE PUBLIC AT LARGE THROUGH THIS 501(C)(3) FOUNDATION, WHICH FUNDS WILL BE ULTIMATELY USED FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE, IN THE NAME OF AND ON BEHALF OF THE THIRD PARTY DONOR. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,216,505 | ExpenseAmt |
| Grant | $2,076,734 | GrantAmt |
| Desc | DISTRIBUTIONS MADE FOR CHARITABLE PURPOSES OR TO EXEMPT ORGANIZATIONS. THE ORGANIZATION SERVES AS A CONDUIT FOR SUCH PURPOSES IN ACCORDANCE WITH THE WISHES OF THE CONTRIBUTOR. | Desc |
| Total Program Service Expenses | $2,216,505 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | Yes (true) | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXA STULKEN | PersonNm |
| Phone | 6052247392 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 OMAHA ST STE 5 | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MONTY BECHTOLD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASPER DIEGEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES H BURKE III | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KODY KYRISS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARLA MAYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN RICE | ||||||
| CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALEXA STULKEN | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JANELLE TOMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,210,766 | AllOtherContributionsAmt |
| Noncash Contributions | $142,793 | NoncashContributionsAmt |
| Total Contributions | $1,210,766 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $734,878 | TotalRevenueColumnAmt |
| Exclusion | $734,878 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,032,695 | SecuritiesAmt |
| Other | $259,854 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,292,021 | SecuritiesAmt |
| Other | $125,778 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$259,326 | SecuritiesAmt |
| Other | $134,076 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$125,250 | TotalRevenueColumnAmt |
| Exclusion | -$125,250 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,820,394 | TotalRevenueColumnAmt |
| Exclusion | $609,628 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,740,534 | TotalAmt |
| Program Services | $1,740,534 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,200 | TotalAmt |
| Program Services | $336,200 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55 | TotalAmt |
| Program Services | $55 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST ADMINISTRATION FEES | Desc |
| Total | $139,716 | TotalAmt |
| Program Services | $139,716 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,216,505 | TotalAmt |
| Program Services | $2,216,505 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,545,085 | BOYAmt |
| EOY | $2,541,576 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,350,124 | BOYAmt |
| EOY | $22,195,925 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,895,209 | BOYAmt |
| EOY | $24,741,001 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,895,209 | BOYAmt |
| EOY | $24,741,001 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,895,209 | BOYAmt |
| EOY | $24,741,001 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,895,209 | BOYAmt |
| EOY | $24,741,001 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$396,111 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,241,903 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $509,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $596,210 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $444,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $513,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $672,164 | CurrentTaxYearAmt |
| Total | $2,735,547 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $509,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $596,210 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $444,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $513,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $672,164 | CurrentTaxYearAmt |
| Total | $2,735,547 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $830,203 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,905,344 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $583,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $476,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $441,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $545,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $734,878 | CurrentTaxYearAmt |
| Total | $2,781,733 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,517,280 | TotalSupportAmt |
| Public Support CY170 | 0.34530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.30800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPORTING SCHEDULE | FormAndLineReferenceDesc |
| Explanation | INITIAL ACCOUNTING FUNDING 100,000 INITIAL ACCOUNTING FUNDING 285,808 INITIAL ACCOUNTING FUNDING 10,000 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 160 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $596,352 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,052,834 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $24,741,002 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUNDS | Desc |
| Book Value | $22,195,925 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $22,195,925 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| FIRST CONGREGATIONAL CHURCH | |||||||
| 1200 CLARK | RAPID CITY | SD | 57701 | 460232579 | $8,286 | GENERAL SUPPORT | |
| KENNEBEC LUTHERAN CHURCH | |||||||
| PO BOX 244 | KENNEBEC | SD | 57544 | 331148334 | $50,000 | GENERAL SUPPORT | |
| LUTHERAN MEMORIAL CHURCH | |||||||
| 320 E PROSPECT AVE | PIERRE | SD | 57501 | 460251888 | $47,860 | GENERAL SUPPORT | |
| CITY OF PIERRE | |||||||
| PO BOX 1253 | PIERRE | SD | 57501 | 466000356 | $50,000 | GENERAL SUPPORT | |
| PIERRE FIRST UNITED METHODIST CHURC | |||||||
| 117 N CENTRAL AVE | PIERRE | SD | 57501 | 460225020 | $308,385 | GENERAL SUPPORT | |
| CHILDREN'S HOME SOCIETY OF SD | |||||||
| PO BOX 1749 | SIOUX FALLS | SD | 571011749 | 460224542 | $8,286 | GENERAL SUPPORT | 3 |
| CORNERSTONE RESCUE MISSION | |||||||
| 1220 E BOULEVARD | RAPID CITY | SD | 57701 | 363296431 | $8,286 | GENERAL SUPPORT | 3 |
| SALVATION ARMY | |||||||
| 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | 362167910 | $8,286 | GENERAL SUPPORT | 3 |
| THE CLUB FOR BOYS | |||||||
| 320 N 4TH ST | RAPID CITY | SD | 57701 | 460277778 | $8,286 | GENERAL SUPPORT | 3 |
| WESTHILLS VILLAGE FOUNDATION | |||||||
| 255 TEXAS ST | RAPID CITY | SD | 57701 | 363634283 | $8,286 | GENERAL SUPPORT | 3 |
| WORKING AGAINST VIOLENCE | |||||||
| 527 QUINCY ST | RAPID CITY | SD | 57701 | 460355127 | $8,286 | GENERAL SUPPORT | 3 |
| UNIVERSITY OF SD FOUNDATION | |||||||
| 1110 N DAKOTA ST | VERMILLION | SD | 57069 | 466018891 | $13,286 | GENERAL SUPPORT | 3 |
| YOUTH & FAMILY SERVICES INC | |||||||
| PO BOX 2813 | RAPID CITY | SD | 577092813 | 466017085 | $13,286 | GENERAL SUPPORT | 3 |
| GIRL SCOUTS - DAKOTA HORIZONS | |||||||
| 1101 S MARION RD | SIOUX FALLS | SD | 57106 | 460250744 | $12,557 | GENERAL SUPPORT | 3 |
| SANFORD HEALTH FOUNDATION | |||||||
| PO BOX 5039 | SIOUX FALLS | SD | 57117 | 363297853 | $30,000 | GENERAL SUPPORT | 3 |
| AVERA FOUNDATION | |||||||
| PO BOX 5045 | SIOUX FALLS | SD | 57117 | 460422673 | $50,000 | GENERAL SUPPORT | 3 |
| CAPITAL CITY CAMPUS | |||||||
| 925 E SIOUX AVE | PIERRE | SD | 57501 | 460366222 | $31,426 | GENERAL SUPPORT | 3 |
| COUNTRYSIDE HOSPICE INC | |||||||
| 415 S CROW ST | PIERRE | SD | 57501 | 460366235 | $30,545 | GENERAL SUPPORT | 3 |
| PIERREFT PIERRE HUMANE SOCIETY | |||||||
| PO BOX 954 | PIERRE | SD | 57501 | 460461504 | $31,525 | GENERAL SUPPORT | 3 |
| PIERREFT PIERRE ROTARY CLUB | |||||||
| PO BOX 443 | PIERRE | SD | 57501 | 466015070 | $10,695 | GENERAL SUPPORT | 3 |
| PIERRE EDUCATION FOUNDATION | |||||||
| PO BOX 94 | PIERRE | SD | 57501 | 311574457 | $84,750 | GENERAL SUPPORT | 3 |
| AVERA ST MARY'S FOUNDATION | |||||||
| 800 E DAKOTA AVE | PIERRE | SD | 57501 | 460378424 | $52,290 | GENERAL SUPPORT | 3 |
| CAPITAL AREA UNITED WAY | |||||||
| PO BOX 1111 | PIERRE | SD | 57501 | 460403398 | $55,000 | GENERAL SUPPORT | 3 |
| OAHE YMCA | |||||||
| 900 E CHURCH ST | PIERRE | SD | 57501 | 237169291 | $425,000 | GENERAL SUPPORT | 3 |
| SOUTH DAKOTA DENTAL ASSOCIATION | |||||||
| 804 N EUCLID AVE | PIERRE | SD | 57501 | 460367045 | $9,000 | GENERAL SUPPORT | 6 |
| ASSOCIATED GENERAL CONTRACTORS SD | |||||||
| PO BOX 1742 | SIOUX FALLS | SD | 57101 | 460213237 | $21,824 | GENERAL SUPPORT | 6 |
| POST 8 BASEBALL | |||||||
| PO BOX 431 | PIERRE | SD | 57501 | 466008690 | $32,056 | GENERAL SUPPORT | 19 |
| AF SCHOOL OF ST JUDE | |||||||
| PO BOX 3994 | RAPID CITY | SD | 57709 | 473077055 | $6,080 | GENERAL SUPPORT | 3 |
| AMERICAN LEGION SULLY POST 79 | |||||||
| 104 S 10TH ST | ONIDA | SD | 57564 | 460345805 | $6,500 | GENERAL SUPPORT | 19 |
| BOYS & GIRLS CLUB OF CAPITAL AREA | |||||||
| 110 S REE ST | PIERRE | SD | 57501 | 460305571 | $80,500 | GENERAL SUPPORT | 3 |
| COLORADO SCHOOL OF MINES | |||||||
| PO BOX 912031 | DENVER | CO | 80291 | 840509064 | $10,000 | GENERAL SUPPORT | 3 |
| DISTINGUISHED FLYING CROSS SOCIETY | |||||||
| 12 SARATOGA PL | CAMP HILL | PA | 17011 | 330615592 | $10,000 | GENERAL SUPPORT | 19 |
| ONIDA VOLUNTEER FIRE DEPT | |||||||
| PO BOX 28 | ONIDA | SD | 57564 | 342004835 | $97,989 | GENERAL SUPPORT | 3 |
| PIERRE SCHOOL DISTRICT | |||||||
| 211 S POPLAR AVE | PIERRE | SD | 57501 | 466001892 | $5,478 | GENERAL SUPPORT | 3 |
| SD DENTAL FOUNDATION | |||||||
| 804 N EUCLIDE AVE STE 103 | PIERRE | SD | 57501 | 460363251 | $8,846 | GENERAL SUPPORT | 3 |
| PIERRE PLAYERS INC | |||||||
| 109 S PIERRE ST | PIERRE | SD | 57501 | 510183407 | $41,500 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 25 | Total501c3OrgCnt |
| Total Other Org | 11 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (31 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STUDENTS AT AUGUSTANA COL | 2 | $8,500 |
| STUDENTS AT BHSU | 2 | $3,000 |
| STUDENTS AT CHADRON STATE | 3 | $7,500 |
| STUDENTS AT DSU | 8 | $25,300 |
| STUDENTS AT DWU | 12 | $20,700 |
| STUDENT AT EMBRY-RIDDLE A | 1 | $5,000 |
| STUDENTS AT LATI | 14 | $25,200 |
| STUDENTS AT MTI | 12 | $13,150 |
| STUDENT AT MOUNT HOLYOKE | 1 | $5,000 |
| STUDENT AT MOUNT MARTY CO | 1 | $1,500 |
| STUDENTS AT NSU | 3 | $4,500 |
| STUDENT AT PURDUE UNIV | 1 | $2,500 |
| STUDENTS AT SDSMT | 12 | $24,250 |
| STUDENTS AT SDSU | 50 | $114,400 |
| STUDENTS AT SE TECH INST | 3 | $3,250 |
| STUDENT AT UNIV AZ | 1 | $5,000 |
| STUDENT AT UNIV MINN-TC | 2 | $6,000 |
| STUDENTS AT UNIV NE-LINC | 3 | $5,750 |
| STUDENTS AT USF | 1 | $2,000 |
| STUDENTS AT USD | 10 | $25,300 |
| STUDENT AT WDTI | 3 | $4,500 |
| STUDENT AT LIBERTY UNIV | 1 | $2,000 |
| STUDENT AT SHERIDAN COLLE | 4 | $6,400 |
| STUDENT AT LAWRENCE UNIV | 1 | $1,000 |
| STUDENT AT MILES COMM COL | 1 | $1,000 |
| STUDENT AT MSU - MANKATO | 1 | $6,750 |
| STUDENT AT NW OSU | 1 | $1,000 |
| STUDENT AT UMN - DULUTH | 1 | $1,000 |
| STUDENT AT UNIV OF ND | 1 | $1,000 |
| STUDENT AT U OF NOTRE DAM | 1 | $2,500 |
| STUDENT AT UNIV OF WY | 1 | $1,250 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION LEAVES THE ELIGIBILITY AND SELECTION CRITERIA UP TO THE INDIVIDUAL ACCOUNT DONORS. FOR SCHOLARSHIP DISTRIBUTIONS, THE RECIPIENTS MUST SUPPLY COLLEGE NAME AND STUDENT ID. ALL DISTRIBUTIONS ARE MADE DIRECTLY TO THE COLLEGES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $142,793 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET FMB | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO PROVIDE A FOUNDATION, WHICH MAY BE USED BY OTHERS AS A CONDUIT FOR THE PURPOSE OF CHANNELING CONTRIBUTIONS MADE BY THE PUBLIC AT LARGE THROUGH THIS 501(C)(3) FOUNDATION, WHICH FUNDS WILL BE ULTIMATELY USED FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE, IN THE NAME OF AND ON BEHALF OF THE THIRD PARTY DONOR. |
| FORM 990, PART V | LINE 9B: ANY PERSON MAKING A TAX DEDUCTIBLE CONTRIBUTION IS NOT ALLOWED TO RECEIVE THE CONTRIBUTED FUNDS BACK. |
| FORM 990, PAGE 6, PART VI, LINE 2 | CHARLES H BURKE III ALEXA STULKEN BUSINESS RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 6 | ACCORDING TO THE FOUNDATION'S BY-LAWS, THE CONTRIBUTORS OF THE FOUNDATION ARE ITS MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | ACCORDING TO THE FOUNDATION'S BY-LAWS, ALL OF THE DIRECTORS SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF BANKWEST. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 AND ATTACHED SCHEDULES WILL BE PRESENTED TO THE BOARD OF DIRECTORS AFTER FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE DIRECTORS ARE ASKED TO DISCLOSE ANY INTERESTS ON AN ANNUAL BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS MADE AVAILABLE AT ANNUAL PUBLIC MEETING IN ADDITION TO THE LOCAL NEWSPAPER. OTHERWISE, DOCUMENTS AVAILABLE UPON REQUEST. |