VALLEY QUEEN CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY QUEEN CHARITABLE FOUNDATION (EIN 82-2581817)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349101984
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T09:28:33-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 800 NICOLLET MALL STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | 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 | 822581817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY QUEEN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 6054324563 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 351 | AddressLine1Txt |
| City | MILBANK | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57252 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG WILKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6054324563 | PhoneNum |
| Signature | 2024-11-14 | 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 | DEB NELSON CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,116,944 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $381,095 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $69,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $579,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,936 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $466,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,713 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,798 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,349 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,449 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,043 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,043 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $782 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $587 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,498 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,947 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $761,102 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $780,889 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $789,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $783,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$322,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $296,668 | CashBOYAmt |
| Cash EOY | $218,334 | CashEOYAmt |
| Cash EOYFMV | $218,334 | CashEOYFMVAmt |
| Acct Rcvbl | $3,250 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,500 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,250 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,250 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $2,048,763 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,786,087 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,895,360 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,346,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,007,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,116,944 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,130 | AccountsPayableBOYAmt |
| Grants Payable BOY | $438,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $419,843 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $439,630 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $419,843 | 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 | $1,907,301 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,587,828 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,907,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,346,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,007,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,907,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$322,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,442 | OtherIncreasesAmt |
| Subtotal | $1,589,328 | SubtotalAmt |
| Other Decreases | $1,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| EDWARD JONES 20956-1-6 | $181,106 | $162,589 | $18,517 | $18,517 | |
| EDWARD JONES 20005-1-7 | $277,545 | $284,617 | -$7,072 | -$7,072 | |
| EDWARD JONES 22104-1-3 | $111,139 | $116,687 | -$5,548 | -$5,548 | |
| CAPITAL GAINS DIVIDENDS | $10,039 | $10,039 | $10,039 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,936 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $844 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $844 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $844 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $41 | EsPenaltyAmt |
| Tax Due | $885 | TaxDueAmt |
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 | THANE MCFARLAND | IndividualWithBooksNm |
| Phone | 6054329606 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 351 | AddressLine1Txt |
| City | MILBANK | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57252 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| DOUG WILKE | ||||||||
| 200 E RAILWAY AVE | MILBANK | SD | 57252 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KENNETH KARELS | ||||||||
| 200 E RAILWAY AVE | MILBANK | SD | 57252 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MIKE MISTEREK | ||||||||
| 200 E RAILWAY AVE | MILBANK | SD | 57252 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| TRUDI ROBEL | ||||||||
| 200 E RAILWAY AVE | MILBANK | SD | 57252 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN TANNER | ||||||||
| 200 E RAILWAY AVE | MILBANK | SD | 57252 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRYAN JOHNSON | ||||||||
| 200 E RAILWAY AVE | MILBANK | SD | 57252 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRAD SNAZA | ||||||||
| 200 E RAILWAY AVE | MILBANK | SD | 57252 | 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 | $1,319,064 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $994,836 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,313,900 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,313,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,279,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $844 | TotalTaxAmt |
| Distributable Before Adj | $113,116 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,116 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,116 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $783,836 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $783,836 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $306,054 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $247,281 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $364,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,376,864 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $716,028 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,010,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $783,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,116 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $670,720 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,681,302 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $306,054 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,375,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $247,281 | ExcessFromYear4Amt |
| Excess From Year3 | $364,355 | ExcessFromYear3Amt |
| Excess From Year2 | $1,376,864 | ExcessFromYear2Amt |
| Excess From Year1 | $716,028 | ExcessFromYear1Amt |
| Excess From Current Year | $670,720 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VALLEY QUEEN CHEESE FOUNDATION ATTN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 351 | AddressLine1Txt |
| City | MILBANK | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6054324563 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION CAN BE REQUESTED BY CALLING 605-432-4563. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE - ACCEPTING APPLICATIONS YEAR ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS THAT QUALIFY AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 THAT ARE NOT PRIVATE FOUNDATIONS ARE ELIGIBLE FOR AWARDS. ALL GRANTS, WITH THE POSSIBLE EXCEPTION OF INDIVIDUAL SCHOLARSHIPS FOR POST-SECONDARY COLLEGE AND TECHNICAL SCHOOL TUITION, WILL BE MADE TO 501(C)(3) ORGANIZATIONS. THE FOUNDATION RESERVES THE RIGHT TO DETERMINE WHICH ORGANIZATIONS AND INDIVIDUALS WILL RECEIVE FUNDING AND MAY REQUIRE FOLLOW-UP REPORTS FROM THE GRANT RECIPIENTS CONFIRMING THE FUNDS WERE UTILIZED AS GRANTED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN LEGION AUXILIARY FOUNDATION | |||||||
| 47468 146TH STREET | MILBANK | SD | 57252 | NONE | PC | DONATION | $250 |
| AMERICAN LUTHERAN | |||||||
| 401 S FLYNN DR | MILBANK | SD | 57252 | NONE | PC | DONATION | $1,500 |
| AMERICA'S MIGHTY WARRIORS | |||||||
| PO BOX 8114 | SURPRISE | AZ | 85374 | NONE | PC | DONATION | $321 |
| AVERA AT HOME | |||||||
| 3901 W 59TH STREET | SIOUX FALLS | SD | 57108 | NONE | PC | DONATION | $250 |
| BACKYARD BULLDOGS CHILD CARE | |||||||
| 1213 S DAKOTA ST | MILBANK | SD | 57252 | NONE | PC | DONATION | $6,000 |
| BEACON CENTER | |||||||
| PO BOX 781 | WATERTOWN | SD | 57201 | NONE | PC | DONATION | $1,800 |
| BIG STONE CITY SCHOOL DISTRICT | |||||||
| 655 WALNUT ST | BIG STONE CITY | SD | 57216 | NONE | GOV | DONATION | $3,000 |
| BIG STONE COMMUNITY HOMES INC | |||||||
| 501 BURDICK AVE | ORTONVILLE | MN | 56278 | NONE | PC | DONATION | $100 |
| BIG STONE COUNTY ANIMAL RESCUE | |||||||
| 204 OSEN AVE | ORTONVILLE | MN | 56278 | NONE | PC | DONATION | $200 |
| BOYS & GIRLS CLUB OF WATERTOWN INC | |||||||
| 1000 3RD AVE NE | WATERTOWN | SD | 57201 | NONE | PC | DONATION | $100 |
| BULLDOG BOOSTER CLUB | |||||||
| 1001 E PARK AVE | MILBANK | SD | 57252 | NONE | PC | DONATION | $5,650 |
| CHAUTAUQUA COMMUNITY CONCERT ASSOCIATION | |||||||
| 105 2ND ST NW | ORTONVILLE | MN | 56278 | NONE | PC | DONATION | $500 |
| CITY OF MILBANK | |||||||
| 1001 E 4TH AVE | MILBANK | SD | 57252 | NONE | GOV | DONATION | $159,954 |
| CORONA FIRE DEPARTMENT | |||||||
| PO BOX 123 | CORONA | SD | 57227 | NONE | GOV | DONATION | $2,500 |
| EAST CENTRAL CASA PROGRAM | |||||||
| 1214 MAIN AVE S | BROOKINGS | SD | 57006 | NONE | PC | DONATION | $8,000 |
| GRANT COUNTY 4-H | |||||||
| 210 E 5TH AVE | MILBANK | SD | 57252 | NONE | GOV | DONATION | $3,750 |
| GRANT COUNTY COMBINED APPEAL | |||||||
| 103 FLYNN DRIVE | MILBANK | SD | 57252 | NONE | PC | DONATION | $30,097 |
| GRANT COUNTY PUBLIC LIBRARY | |||||||
| 207 EAST PARK AVE | MILBANK | SD | 57252 | NONE | GOV | DONATION | $250 |
| IT ONLY TAKES A SPARK | |||||||
| PO BOX 105 | MILBANK | SD | 57252 | NONE | PC | DONATION | $3,410 |
| JOY RANCH OF SOUTH DAKOTA | |||||||
| 16633 448TH AVE | FLORENCE | SD | 57235 | NONE | PC | DONATION | $2,500 |
| JUNIOR ACHIEVEMENT INC | |||||||
| 1000 N WEST AVE SUITE 110 | SIOUX FALLS | SD | 57104 | NONE | PC | DONATION | $10,200 |
| LATI FOUNDATION | |||||||
| 1201 ARROW AVENUE | WATERTOWN | SD | 57201 | NONE | PC | DONATION | $20,000 |
| LEADERSHIP SOUTH DAKOTA | |||||||
| PO BOX 91533 | SIOUX FALLS | SD | 57109 | NONE | PC | DONATION | $15,000 |
| MAIN STREET INDUSTRIES | |||||||
| 93 MAIN ST | CLINTON | MN | 56225 | NONE | PC | DONATION | $100 |
| MAKE A WISH FOUNDATION OF SOUTH DAKOTA | |||||||
| 1400 WEST 17TH STREET | SIOUX FALLS | SD | 57104 | NONE | PC | DONATION | $10,000 |
| MCCROSSAN BOYS RANCH | |||||||
| 47135 260TH ST | SIOUX FALLS | SD | 57107 | NONE | PC | DONATION | $2,500 |
| MILBANK COMMUNITY FOUNDATION | |||||||
| 904 E 4TH AVE | MILBANK | SD | 57252 | NONE | PC | DONATION | $1,500 |
| MILBANK FFA | |||||||
| 1001 E PARK AVE | MILBANK | SD | 57252 | NONE | PC | DONATION | $1,500 |
| MILBANK FIRE DEPARTMENT | |||||||
| PO BOX 625 | MILBANK | SD | 57252 | NONE | GOV | DONATION | $4,950 |
| MILBANK HIGH SCHOOL EDUCATIONAL FOUNDATION | |||||||
| 904 E 4TH AVE | MILBANK | SD | 57252 | NONE | PC | DONATION | $104,983 |
| MILBANK SCHOOL DISTRICT | |||||||
| 400 E 10TH AVE | MILBANK | SD | 57252 | NONE | GOV | DONATION | $262,641 |
| NATIONAL DAIRY SHRINE - CDPEC FUND | |||||||
| 401 WHITEWATER AVE | FORT ATKINSON | WI | 53538 | NONE | PC | DONATION | $1,000 |
| ND DELTA UPSILON EDUCATION FOUNDATION INC | |||||||
| 3802 20TH ST N | FARGO | ND | 58102 | NONE | PC | DONATION | $3,000 |
| ORPHAN GRAIN TRAIN | |||||||
| 1 LANTERN TOWNHOUSE LN | NORFOLK | NE | 68702 | NONE | PC | DONATION | $1,500 |
| PRAIRIE FIVEBIG STONE LAKE AREA FOOD SHELF | |||||||
| 125 NW 2ND ST | ORTONVILLE | MN | 56278 | NONE | PC | DONATION | $1,200 |
| ROBERTS COUNTY 4-H LEADERSSHOOTING SPORTS | |||||||
| 11921 BIA HWY 800 | SISSETON | SD | 57262 | NONE | PC | DONATION | $700 |
| ROCK RANCH | |||||||
| 355 40TH AVE | HILLS | MN | 56138 | NONE | PC | DONATION | $200 |
| RONALD MCDONALD HOUSE CHARITIES-MN | |||||||
| 818 FULTON STREET SE | MINNEAPOLIS | MN | 55414 | NONE | PC | DONATION | $365 |
| SANFORD MEDICAL CENTER DBA CHILD'S VOICE | |||||||
| 1305 WEST 18TH STREET | SIOUX FALLS | SD | 57117 | NONE | PC | DONATION | $250 |
| SD HISTORICAL SOCIETY | |||||||
| 900 GOVERNORS DRVIE | PIERRE | SD | 57501 | NONE | PC | DONATION | $100 |
| SDSU FOUNDATION | |||||||
| 815 MEDARY AVENUE BOX 525 | BROOKINGS | SD | 57007 | NONE | PC | DONATION | $11,500 |
| SLEEP IN HEAVENLY PEACE INC | |||||||
| PO BOX 3373 | NAMPA | ID | 83653 | NONE | PC | DONATION | $5,000 |
| SOUTH DAKOTA AGRICULTURAL & RURAL LEADERSHIP | |||||||
| PO BOX 1198 | BROOKINGS | SD | 575321198 | NONE | PC | DONATION | $20,500 |
| SOUTH DAKOTA COMMUNITY FOUNDATION | |||||||
| 2310 PATRON PARKWAY | PIERRE | SD | 57501 | NONE | PC | DONATION | $1,500 |
| SPECIAL OLYMPICS SOUTH DAKOTA | |||||||
| 800 E I-90 LANE | SIOUX FALLS | SD | 57104 | NONE | PC | DONATION | $11,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | DONATION | $300 |
| ST LAWRENCE ELEMENTARY SCHOOL | |||||||
| 113 S 6TH ST | MILBANK | SD | 57252 | NONE | PC | DONATION | $4,700 |
| THE ABBEY OF THE HILLS | |||||||
| PO BOX 38 | MARVIN | SD | 57251 | NONE | PC | DONATION | $6,000 |
| THE FATTED CALF | |||||||
| 103B 22ND AVE | BROOKINGS | SD | 57006 | NONE | PC | DONATION | $2,000 |
| UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION | |||||||
| 410 S 3RD ST | RIVER FALLS | WI | 54022 | NONE | PC | DONATION | $12,500 |
| VEBLEN CLUB | |||||||
| PO BOX 303 | VEBLEN | SD | 57270 | NONE | PC | DONATION | $300 |
| WILMOT COMMUNITY FOUNDATION | |||||||
| 706 CHARLES ST | WILMOT | SD | 57279 | NONE | PC | DONATION | $1,000 |
| MILBANK BALL DIAMOND ASSOCIATION | |||||||
| 47873 152ND ST | MILBANK | SD | 57252 | NONE | PC | DONATION | $250 |
| NATIONAL HISTORIC CHEESEMAKING CENTER INC | |||||||
| PO BOX 516 | MONROE | WI | 53566 | NONE | PC | DONATION | $500 |
| PRAIRIE COMMUNITY SERVICES | |||||||
| 801 NEVADA AVE | MORRIS | MN | 56267 | NONE | SO | DONATION | $100 |
| BUILDING OUR FAMILIES | |||||||
| 8405 S COPPER RIDGE RD | SIOUX FALLS | SD | 57108 | NONE | PC | DONATION | $3,000 |
| COMMUNITY TRANSIT OF WATERTOWN SISSETON INC | |||||||
| 205 1ST AVE NE | WATERTOWN | SD | 57201 | NONE | PC | DONATION | $1,500 |
| GLACIAL LAKES MULTICULTURAL CENTER INC | |||||||
| 653 W KEMP AVE | WATERTOWN | SD | 57201 | NONE | PC | DONATION | $10,000 |
| CHRISTIAN SERVICE COUNCIL OF GRANT COUNTY | |||||||
| 230 S MAIN ST | MILBANK | SD | 57252 | NONE | PC | DONATION | $250 |
| MILBANK ANIMAL SERVICES | |||||||
| 504 DRAKE AVE | MILBANK | SD | 57252 | NONE | PC | DONATION | $500 |
| ORTONVILLE PUBLIC SCHOOL | |||||||
| 200 TROJAN DRIVE | ORTONVILLE | MN | 56278 | NONE | GOV | DONATION | $3,500 |
| SANFORD HEALTH FOUNDATION | |||||||
| PO BOX 5039 RTE 5218 | SIOUX FALLS | SD | 57117 | NONE | PC | DONATION | $600 |
| SUMMIT VOLUNTEER FIRE DEPARTMENT | |||||||
| 101 SHERMAN AVE | SUMMIT | SD | 57266 | NONE | GOV | DONATION | $10,000 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | DONATION | $468 |
| GET UP AND GET OUTDOORS | |||||||
| 510 21ST AVE NE | ABERDEEN | SD | 57401 | NONE | PC | DONATION | $1,500 |
| ST JOSEPH SOCIETY OF ROSEN | |||||||
| 1015 330TH ST | BELLINGHAM | MN | 56212 | NONE | PC | DONATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $780,889 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SPECIAL OLYMPICS SOUTH DAKOTA | |||||||
| 800 E I-90 LANE | SIOUX FALLS | SD | 57104 | NONE | PC | DONATION | $20,000 |
| MILBANK COMMUNITY FOUNDATION | |||||||
| 904 E 4TH AVE | MILBANK | SD | 57252 | NONE | PC | DONATION | $35,992 |
| CITY OF MILBANK | |||||||
| 1001 E 4TH AVE | MILBANK | SD | 57252 | NONE | GOV | DONATION | $268,851 |
| LAKE AREA TECH FOUNDATION | |||||||
| 1201 ARROW AVENUE | WATERTOWN | SD | 57201 | NONE | PC | DONATION | $40,000 |
| SOUTH DAKOTA AGRICULTURAL & RURAL LEADERSHIP | |||||||
| PO BOX 1198 | BROOKINGS | SD | 575321198 | NONE | PC | DONATION | $40,000 |
| THE ABBEY OF THE HILLS | |||||||
| PO BOX 38 | MARVIN | SD | 57251 | NONE | PC | DONATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $419,843 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,936 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,713 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,713 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY QUEEN CHEESE FACTORY INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E RAILWAY AVE | AddressLine1Txt |
| City | MILBANK | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $380,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,798 | Amt |
| Net Investment Income | $4,349 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,449 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BRIDGE BUILDER CORE BOND | AT COST | $369,899 | $353,650 |
| BRIDGE BUILDER CORE PLUS BOND | AT COST | $473,634 | $449,563 |
| BRIDGE BUILDER INTL EQUITY | AT COST | $150,716 | $168,617 |
| BRIDGE BUILDER LARGE GROWTH | AT COST | $175,796 | $239,226 |
| BRIDGE BUILDER LARGE VALUE | AT COST | $187,067 | $217,152 |
| BRIDGE BUILDER SMALL/MID GROWTH | AT COST | $58,840 | $64,986 |
| BRIDGE BUILDER SMALL/MID VALUE | AT COST | $70,251 | $82,230 |
| HARTFORD WORLD BOND | AT COST | $32,720 | $33,128 |
| MAINSTAY MACKAY HIGH YIELD | AT COST | $88,966 | $88,620 |
| DODGE & COX STOCK | AT COST | $13,408 | $19,176 |
| PIMCO HIGH YIELD I | AT COST | $7,969 | $7,513 |
| ARTISAN INTL SMALL-MID I | AT COST | $13,371 | $13,789 |
| DFA INTERNATIONAL VALUE I | AT COST | $9,880 | $10,515 |
| PIMCO INTL BOND (USD-HEDGED) I | AT COST | $10,056 | $10,294 |
| PRINCIPAL MIDCAP R6 | AT COST | $42,505 | $45,930 |
| TRP INTERNATIONAL STOCK I | AT COST | $33,090 | $38,729 |
| DFA INTL SMALL COMPANY I | AT COST | $9,580 | $10,807 |
| DODGE & COS INTL STOCK I | AT COST | $26,418 | $28,495 |
| AMRC AVNT SC EFT | AT COST | $4,825 | $5,249 |
| VICTORY TRIV INTL SMALL-CAP I | AT COST | $7,096 | $7,691 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT | Desc |
| Amt | $1,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $1,498 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,498 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $4,442 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $20,043 | Amt |
| Net Investment Income | $20,043 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $587 | $587 | $0 |
| FEDERAL INCOME TAX | $195 | $0 | $0 |