COMFORT FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
COMFORT FAMILY FOUNDATION (EIN 27-3079512)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-21
IRS object ID
202311729349100501
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-06-21T09:07:06-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 E 10TH ST STE 500AddressLine1Txt
CitySIOUX FALLSCityNm
State AbbreviationSDStateAbbreviationCd
ZIP571046375ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273079512EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMFORT FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMFBusinessNameControlTxt
Phone6052213094PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15032 SOUTH BUR OAK PLACE 131AAddressLine1Txt
CitySIOUX FALLSCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH MILLERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6052213094PhoneNum
Signature2023-06-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEBORAHPersonFirstNm
Person LastMILLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURIE HANSON CPAPreparerPersonNm
PTINP00851848PTIN
Phone6053391999PhoneNum
Preparation2023-06-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,743,787FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$160,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$115,462DividendsRevAndExpnssAmt
Dividends Net Invst Incm$98,366DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,667NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$656,488GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,667CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$83,678OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$217,451TotalRevAndExpnssAmt
Total Net Invst Incm$124,033TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$21,577CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,788CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$10,789CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,355AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,355AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$122,006OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$103,759OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$214OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$29,007TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$29,007TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$160,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$335,945TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$114,547TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$43,365TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,150,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,150,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,486,445TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$114,547TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,193,865TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,268,994ExcessRevenueOverExpensesAmt
Net Investment Income$9,486NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,406,601CashBOYAmt
Cash EOY$948,548CashEOYAmt
Cash EOYFMV$948,548CashEOYFMVAmt
US Government Obligations BOY$612,677USGovernmentObligationsBOYAmt
US Government Obligations EOY$512,807USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$508,311USGovtObligationsEOYFMVAmt
Corporate Stock BOY$16,562,503CorporateStockBOYAmt
Corporate Stock EOY$15,851,478CorporateStockEOYAmt
Corporate Stock EOYFMV$8,286,928CorporateStockEOYFMVAmt
Total Assets BOY$18,581,781TotalAssetsBOYAmt
Total Assets EOY$17,312,833TotalAssetsEOYAmt
Total Assets EOYFMV$9,743,787TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$18,581,781RetainedEarningBOYAmt
Retained Earning EOY$17,312,833RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$18,581,781TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,312,833TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,581,781TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,312,833TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,581,781TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,268,994ExcessRevenueOverExpensesAmt
Other Increases$256OtherIncreasesAmt
Subtotal$17,313,043SubtotalAmt
Other Decreases$210OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,312,833TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
PUBLICLY TRADED SECURITIESP$45$45$45
PUBLICLY TRADED SECURITIESP$656,054$25,233$25,233$630,821
CAPITAL GAINS DIVIDENDSP$389$389$389
FieldValueIRS element (for citing)
Capital Gain Net Income$25,667CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$132InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$132SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$132TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,440EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,440TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$18,308OverpaymentAmt
Applied To ES Tax$18,308AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Org Report Or Register StateSDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDEBORAH E MILLERIndividualWithBooksNm
Phone6052213094PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15032 SOUTH BUR OAK PL STE 131AAddressLine1Txt
CitySIOUX FALLSCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DEBORAH E MILLER
5032 SOUTH BUR OAK PL STE 131ASIOUX FALLSSD57108DIRECTOR1.00$0$0$0
CONSTANCE M COMFORT
5032 SOUTH BUR OAK PL STE 131ASIOUX FALLSSD57108DIRECTOR1.00$0$0$0
BTC TRUST COMPANY OF SOUTH DAKOTA
5032 SOUTH BUR OAK PL STE 131ASIOUX FALLSSD57108OFFICER1.00$21,577$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO ADVISORSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1666 WALNUT STAddressLine1Txt
CityDES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50309ZIPCd
FieldValueIRS element (for citing)
Service TypePORTFOLIO MANAGEMENTServiceTypeTxt
Compensation$121,792CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,711,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,483,322AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,194,817TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,194,817AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$197,922CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,996,895NetVlNoncharitableAssetsAmt
Minimum Investment Return$649,845MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$649,845MinimumInvestmentReturnAmt
Tax Based On Investment Income$132TaxBasedOnInvestmentIncomeAmt
Total Tax$132TotalTaxAmt
Distributable Before Adj$649,713DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$649,713DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$649,713DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,193,865ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,193,865QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$649,713DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$70,508ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$360,595ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$431,103TotalExcessDistributionCyovAmt
Qualifying Distributions$1,193,865QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$649,713AppliedToCurrentYearAmt
Remaining Distri From Corpus$544,152RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$975,255TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$975,255ExcessDistriCyovToNextYrAmt
Excess From Year2$70,508ExcessFromYear2Amt
Excess From Year1$360,595ExcessFromYear1Amt
Excess From Current Year$544,152ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AHEINZ57 PET RESCUE AND TRANSPORT
PO BOX 188DE SOTOIA50069NONEPCUNRESTRICTED GIFT$10,000
AMERICAN CANCER SOCIETY
PO BOX 7190DES MOINESIA50315NONEPCUNRESTRICTED GIFT$2,000
AMERICAN RED CROSS
2116 GRAND AVEDES MOINESIA50312NONEPCUNRESTRICTED GIFT$10,000
ANIMAL RESCUE LEAGUE OF IOWA
5452 NE 22ND STDES MOINESIA50313NONEPCUNRESTRICTED GIFT$35,000
BERRY COLLEGE
PO BOX 490069MOUNT BERRYGA30149NONEPCUNRESTRICTED GIFT$5,000
BLANK PARK ZOO
7401 SW 9TH STDES MOINESIA50315NONEPCUNRESTRICTED GIFT$15,000
CATHOLIC CHARITIES
601 GRAND AVEDES MOINESIA50309NONEPCUNRESTRICTED GIFT$5,000
FOOD BANK OF IOWA
2220 E 17TH STDES MOINESIA50316NONEPCUNRESTRICTED GIFT$25,000
GREAT OUTDOORS FOUNDATION
501 SW 7TH STREET SUITE GDES MOINESIA50309NONEPCUNRESTRICTED GIFT$250,000
HABITAT FOR HUMANITY OF CENTRAL IOWA
3504 GRAND AVENUEAMESIA50010NONEPCUNRESTRICTED GIFT$2,500
IOWA COMMUNITY ACTION ASSOCIATION
1620 PLEASANT ST NO 214DES MOINESIA50314NONEPCUNRESTRICTED GIFT$25,000
MERCY FOUNDATION
411 LAUREL ST STE 2250DES MOINESIA50314NONEPCUNRESTRICTED GIFT$750,000
PAWS & EFFECT
PO BOX 41442DES MOINESIA50311NONEPCUNRESTRICTED GIFT$9,000
SALVATION ARMY
PO BOX 1687DES MOINESIA50305NONEPCUNRESTRICTED GIFT$2,000
ROGER KNAPP TENNIS CENTER
2507 UNIVERSITY AVEDES MOINESIA50311NONEPCUNRESTRICTED GIFT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,150,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$115,462ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,667ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescINCOME/LOSS FROM PASSTHROUGHDesc
Business211100BusinessCd
Unrelated Business Taxbl Incm-$83,678UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$83,678UnrelatedBusinessTaxblIncmAmt
Exclusion$141,129ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,451TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DEBORAH E MILLER
15032 SOUTH BUR OAK PL STE 131ASIOUX FALLSSD57108$80,000Yes (X)
CONSTANCE M COMFORT
25032 SOUTH BUR OAK PL STE 131ASIOUX FALLSSD57108$80,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,355Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,355DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (84 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES$28,525$37,548
ACCENTURE PLC IRELAND SHARES CLASS A$33,031$45,096
AFLAC INC$24,005$56,329
AIR PRODUCTS AND CHEMICALS$24,558$43,156
AMERICAN TOWER CORP REIT$11,649$25,847
AMERICAN WATER WORKS CO INC$20,796$36,581
AMERISOURCEBERGEN CORP$28,807$53,856
AMGEN INC$26,431$35,456
ANALOG DEVICES INC$33,209$47,241
APPLE INC$20,064$56,649
AUTOMATIC DATA PROCESSING ADP$17,690$48,727
BECTON DICKINSON & CO$16,673$30,516
BLACKROCK INC$28,024$44,644
BROADRIDGE FINANCIAL SOLUTIONS$35,302$37,288
BROWN AND BROWN INC$28,425$44,209
BROWN-FORMAN CORP CLASS B$17,297$31,461
CHUBB LTD$39,421$54,709
CISCO SYSTEMS INC$33,845$32,729
CLOROX COMPANY$21,216$21,891
CMS ENERGY CORP$30,336$30,842
COLGATE-PALMOLIVE CO$28,671$31,910
COMCAST CORP NEW CLASS A$35,989$26,927
COMMERCE BANCSHARES INC$17,047$40,978
COSTCO WHSL CORP$13,727$42,455
CROWN CASTLE INTERNATIONAL CORP$26,255$26,043
ECOLAB INC$34,698$25,619
EMERSON ELECTRIC CO$34,796$53,025
EVERSOURCE ENERGY$20,147$29,428
FACTSET RESEARCH SYSTEMS$29,949$42,127
FEDERAL RLTY INVT TR SBI$50,147$37,688
GENL DYNAMICS CORP$29,486$51,855
GRAINGER W W INC$30,367$59,519
HONEYWELL INTERNATIONAL$28,622$44,146
ILLINOIS TOOL WORKS INC$19,826$40,535
INTERNATIONAL BUSINESS MACHINE CORP$33,504$34,377
J M SMUCKER CO$26,807$39,140
JACK HENRY & ASSOC INC$24,876$29,494
JOHNSON & JOHNSON$25,707$35,860
LINDE PLC$26,742$50,558
LOWES COMPANIES INC$25,490$61,764
L3HARRIS TECHNOLOGIES INC$33,736$32,689
MC CORMICK & CO INC$13,982$31,332
MCDONALDS CORP$34,113$42,692
MEDTRONIC PLC$32,392$22,850
MICROSOFT CORP MSFT$24,407$41,489
MONDELEZ INTL INC$30,088$36,324
NEW JERSEY RE CORP$31,656$42,822
NEXTERA ENERGY INC$27,463$40,797
NIKE INC CLASS B$16,166$39,081
P P G INDUSTRIES INC$37,602$39,105
PAYCHEX INC$20,780$50,037
PEPSICO INCORPORATED$26,122$38,842
PHILLIPS 66$42,134$50,479
PROCTER & GAMBLE CO$25,144$36,981
REALTY INCOME CORP$28,513$35,711
S&P GLOBAL INC$28,277$36,843
STARBUCKS CORP$38,177$41,168
STRYKER CORP$15,436$40,585
T ROWE PRICE GROUP INC$32,039$29,992
TEXAS INSTRUMENTS INC$33,993$43,453
UNITED PARCEL SERVICE-B$32,328$52,152
UNITEDHEALTH GROUP$26,099$59,380
V F CORPORATION$40,083$13,612
VERIZON COMMUNICATIONS$29,927$19,661
WALMART INC$23,807$32,470
WEC ENERGY GROUP$28,630$30,097
XCEL ENERGY INC$29,778$33,513
XYLEM INC$33,545$47,213
3M CO$34,970$23,384
ATMOS ENERGY CORP$28,700$31,940
BELLEROPHON THERAPEUTICS INC$1,584,993$171,900
CHURCH & DWIGHT INC$28,476$33,856
EASTMAN KODAK CO$3,122,896$1,067,500
HOME DEPOT$28,753$46,116
INTERCONTINENTAL EXCHANGE$28,464$34,983
ISHARE IBOXX HIGH YIELD CORP BOND$300,782$291,722
LOCKHEED MARTIN CORP$28,744$37,946
LUMOS PHARMA$5,702,189$1,083,000
RAYTHEON TECHNOLOGIES CORP$33,532$48,038
SHERWIN WILLIAMS CO$28,878$43,431
UNION PACIFIC CORP$28,688$40,379
VANGUARD SHORT TERM ETF CORP BD$475,495$451,140
ENTERPRISE PRODUCT PARTNERS EPD$654,280$1,206,000
GOPRO INC$1,843,064$996,000

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$512,807StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$508,311StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER CHANGES IN NET ASSETSDesc
Amt$210Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCE PREMIUMSDesc
Revenue And Expenses Per Books$160,000RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME/LOSS FROM PASSTHROUGHDesc
Revenue And Expenses Per Books-$83,678RevenueAndExpensesPerBooksAmt
Adjusted Net Income-$83,678AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX-EXEMPT BOND ACCRETIONDesc
Amt$256Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$121,792$103,759$0
ANNUAL REPORT$164$0$164
FILING FEE$50$0$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$29,007Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$29,007DisbursementsCharitablePrpsAmt

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