DAKOTA CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAKOTA CHARITABLE FOUNDATION INC (EIN 46-0422869)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-03
- IRS object ID
- 202402479349100220
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-03T15:01:19-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460257538 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KETEL THORSTENSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3140 | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 577093140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460422869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAKOTA CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAKO | BusinessNameControlTxt |
| Phone | 6053413620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8303 | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI HILLENBRAND | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6053413620 | PhoneNum |
| Signature | 2024-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANETTE SCHROEDER CPA | PreparerPersonNm |
| PTIN | P00479382 | PTIN |
| Phone | 6053425630 | PhoneNum |
| Preparation | 2024-09-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,456,350 | 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 | $47,777 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,777 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $398,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $397,585 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $586,228 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $586,228 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$70,894 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $177,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,207,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,783 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $600,000 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $655,245 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $55,245 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,865,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,264,618 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $600,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $154,305 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $154,305 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $13,421 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,421 | PensionEmplBnftNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,030 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,030 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,034 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,923 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,111 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $128,113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $128,113 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $974,965 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $972,398 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,567 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,353,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,289,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,278 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,371,149 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,371,149 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,725,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,289,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,435,427 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,859,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $600,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $751,145 | CashBOYAmt |
| Cash EOY | $112,069 | CashEOYAmt |
| Cash EOYFMV | $112,069 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $560,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,501 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $170,501 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $15,195 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6,167 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $15,195 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $15,195 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,041,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,693,853 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,471,409 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,156,591 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,109,813 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,076,568 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $26,073,111 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $7,531,751 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $19,194,138 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $18,541,360 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,590,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $20,608 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,608 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,608 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,730,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,663,399 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,456,350 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,038 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,610 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $202,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $210,038 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,610 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,520,661 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,660,789 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,520,661 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,660,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,730,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,663,399 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,520,661 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,859,872 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,660,789 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,660,789 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $422,910 | $420,101 | $2,809 | $2,809 |
| PUBLICLY TRADED SECURITIES | P | $1,695,083 | $1,609,667 | $85,416 | $85,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,783 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,809 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $20,608 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,608 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,608 | OverpaymentAmt |
| Applied To ES Tax | $20,608 | AppliedToESTaxAmt |
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 | SD | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | HEIDI HILLENBRAND | IndividualWithBooksNm |
| Phone | 6053413620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 8303 | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57709 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET HILLENBRAND | ||||||||
| P O BOX 8303 | RAPID CITY | SD | 57709 | DIRECTOR | 5.00 | $24,000 | $0 | $0 |
| HEIDI HILLENBRAND | ||||||||
| P O BOX 8303 | RAPID CITY | SD | 57709 | DIRECTOR | 5.00 | $24,000 | $0 | $0 |
| GRETCHEN HILLENBRAND | ||||||||
| P O BOX 8303 | RAPID CITY | SD | 57709 | DIRECTOR | 5.00 | $24,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $19,381,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,939 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,590,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,090,695 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $24,090,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $361,360 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,729,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,186,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,186,467 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,186,467 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $600,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,786,467 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,786,467 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,435,427 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,435,427 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,786,467 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,920,059 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,335,923 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,734,890 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,419,741 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,204,386 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,614,999 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,435,427 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,786,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $648,960 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,263,959 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,920,059 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,343,900 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,335,923 | ExcessFromYear4Amt |
| Excess From Year3 | $5,734,890 | ExcessFromYear3Amt |
| Excess From Year2 | $2,419,741 | ExcessFromYear2Amt |
| Excess From Year1 | $1,204,386 | ExcessFromYear1Amt |
| Excess From Current Year | $648,960 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKICITA LAKOTA VETERANS | ||||||
| PO BOX 414 | PINE RIDGE | SD | 57770 | PC | CHARITABLE | $87,856 |
| BH AREA COMMUNITY FOUNDATION | ||||||
| 803 ST JOSEPH ST | RAPID CITY | SD | 57701 | PC | CHARITABLE | $765,000 |
| BLACK HILLS POW WOW ASSOC | ||||||
| PO BOX 8131 | RAPID CITY | SD | 57709 | PC | NATIVE AMERICAN | $20,000 |
| BOYS AND GIRLS CLUB | ||||||
| 435 WEST 2ND STREET | MISSION | SD | 57555 | PC | CHARITABLE | $2,500 |
| CATHOLIC SOCIAL SERVICES | ||||||
| 529 KANSAS CITY ST | RAPID CITY | SD | 57701 | PC | COUNSELING FOR NEEDY | $60,000 |
| CHEYENNE RIVER YOUTH PROJECT INC | ||||||
| PO BOX 410 | EAGLE BUTTE | SD | 57625 | PC | CHARITABLE | $2,500 |
| COLORADO STATE UNIVERSITY FOUNDATIO | ||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | PC | CHARITABLE | $10,000 |
| CULVER EDUCATIONAL FOUND | ||||||
| 1300 ACADEMY RD 153 | CULVER | IN | 46511 | PC | EDUCATIONAL | $20,000 |
| FRIENDS OF SD PUBLIC BROADCASTING | ||||||
| 415 MAIN STREET | RAPID CITY | SD | 57701 | PC | EDUCATIONAL | $5,000 |
| HERMOSA ARTS AND HISTORY ASSOC | ||||||
| PO BOX 175 | HERMOSA | SD | 57744 | PC | CHARITABLE | $2,000 |
| IDEA WILD | ||||||
| 420 RIDDLE DRIVE | FORT COLLINS | CO | 80521 | PC | CHARITABLE | $25,000 |
| KNIGHTS OF COLUMBUS | ||||||
| PO BOX 1981 | RAPID CITY | SD | 57709 | PC | CHARITABLE | $1,000 |
| LAKOTA NATION INVITATIONAL | ||||||
| PO BOX 3140 | RAPID CITY | SD | 57709 | PC | CULTURAL | $20,000 |
| MAIN STREET SQUARE | ||||||
| 512 MAIN ST SUITE 980 | RAPID CITY | SD | 57701 | PC | COMMUNITY IMPROVEMENT | $170,000 |
| MEDICINE WHEEL RIDE | ||||||
| 22744 PARTRIDGE LANE | BOX ELDER | SD | 57719 | PC | CHARITABLE | $2,500 |
| MONUMENT HEALTH FOUNDATION | ||||||
| PO BOX 6000 | RAPID CITY | SD | 57709 | PC | CHARITABLE | $250,000 |
| NATIONAL BUFFALO FOUNDATION | ||||||
| 1330 CAPITAL BOULEVARD | RENO | NV | 89502 | PC | CHARITABLE | $250,000 |
| ONEHEART | ||||||
| 217 KANSAS CITY STE 100 | RAPID CITY | SD | 57701 | PC | CHARITABLE | $604,793 |
| SAVORY INSTITUTE | ||||||
| 647-B S BROADWAY STE 12 | BOULDER | CO | 80305 | PC | CONSERVATION | $60,000 |
| SHAMUS PROJECT INC | ||||||
| 8035 BLACK HAWK ROAD | BLACK HAWK | SD | 57718 | PC | CHARITABLE | $1,000 |
| SIOUX YMCA | ||||||
| PO BOX 218 | DUPREE | SD | 57623 | PC | CHARITABLE | $3,000 |
| ST ISAAC JOGUES CATHOLIC CHURCH | ||||||
| PO BOX 1304 | RAPID CITY | SD | 57709 | PC | CHARITABLE | $4,000 |
| WORKING AGAINST VIOLENCE INC | ||||||
| 527 QUINCY ST | RAPID CITY | SD | 57702 | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,371,149 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,777 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $398,112 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$70,894 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,585 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,783 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTION | 14 | $49,660 | |
| GRANT REPAYMENT | $600,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $608,023 | ExclusionAmt |
| Related Or Exempt Function Incm | $600,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,208,023 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $8,222 | $4,111 | $4,111 |
| ACCOUNTING FEES-RENTAL | $1,812 | $1,812 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS-J P MORGAN INVESTMENT MGMT | BondNm |
| EOY Book Value | $1,109,813 | EOYBookValueAmt |
| EOYFMV | $7,076,568 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES-J P MORGAN INVESTMENT MGMT | StockNm |
| EOY Book Value | $1,693,853 | EOYBookValueAmt |
| EOYFMV | $12,471,409 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RENTAL | CategoryOrItemTxt |
| Cost Or Other Basis | $26,073,111 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,531,751 | AccumulatedDepreciationAmt |
| Book Value | $18,541,360 | BookValueAmt |
| EOYFMV | $4,590,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LEGAL FEES | $840 | $840 |
| LEGAL FEES-RENTAL | $190 | $190 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $20,608 | BOYBookValueAmt |
| EOY Book Value | $20,608 | EOYBookValueAmt |
| EOYFMV | $20,608 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LAND & BUILDINGS | |||
| INVESTMENT DEPRECIATION | $657,122 | $657,122 | |
| EXPENSES | |||
| MISC EXPENSE-RENTAL | $8,032 | $8,032 | |
| INSURANCE | $5,134 | $2,567 | $2,567 |
| INSURANCE-RENTAL | $35,544 | $35,544 | |
| OFFICE EXPENSES | $12,000 | $12,000 | |
| OFFICE EXPENSES-RENTAL | $36,229 | $36,229 | |
| REPAIRS & MAINTENANCE-RENTAL | $60,624 | $60,624 | |
| UTILITIES-RENTAL | $96,764 | $96,764 | |
| INVESTMENT MANAGEMENT FEES & | $31,781 | $31,781 | |
| INVESTMENT EXPENSES | $31,670 | $31,670 | |
| BANK & SERVICE CHARGES-RENTAL | $65 | $65 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISC INCOME | $5,585 | $5,585 |
| NONDIVIDEND DISTRIBUTION | $49,660 | $49,660 |
| GRANT REPAYMENT | $600,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DAKOTA PARTNERSHIP LOAN | Desc |
| BOY Book Value | $202,000 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $4,918 | $4,918 |
| EXCISE TAX | ||
| REAL ESTATE TAXES-RENTAL | $123,195 | $123,195 |
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