SAM F WELLER FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SAM F WELLER FAMILY FOUNDATION (EIN 47-1887384)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2023-11-15
IRS object ID: 202323199349101827
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Investments Other Schedule2
Liquidation Explanation Stmt
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T10:38:24-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	460434947	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ELO PROF LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 249	AddressLine1Txt
City	MITCHELL	CityNm
State Abbreviation	SD	StateAbbreviationCd
ZIP	57301	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	471887384	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SAM F WELLER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SAMF	BusinessNameControlTxt
Phone	6059967717	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 249	AddressLine1Txt
City	MITCHELL	CityNm
State Abbreviation	SD	StateAbbreviationCd
ZIP	57301	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID G OLSON	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	6059967717	PhoneNum
Signature	2023-11-12	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DAVID	PersonFirstNm
Person Last	OLSON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMIE A ELDEEN CPA	PreparerPersonNm
PTIN	P00736101	PTIN
Phone	6059967717	PhoneNum
Preparation	2023-11-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Final Return	Yes (X)	FinalReturnInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	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	$2,408,318	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$8,045	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$8,045	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,548	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,548	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$254,490	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$679,243	GrossSalesPriceAmt
Other Income Rev And Expnss	$500	OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm	$500	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$2,672,901	TotalRevAndExpnssAmt
Total Net Invst Incm	$9,593	TotalNetInvstIncmAmt
Total Adj Net Incm	$500	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$9,010	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$9,010	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$2,700	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$2,700	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$4,926	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$4,926	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$255	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$16,891	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,700	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$13,936	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$5,600,861	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$5,600,861	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,617,752	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,700	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$5,614,797	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,944,851	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,893	NetInvestmentIncomeAmt
Adjusted Net Income	$500	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$283,241	CashBOYAmt
Sav And Temp Cash Invst BOY	$74,111	SavAndTempCashInvstBOYAmt
Corporate Stock BOY	$422,715	CorporateStockBOYAmt
Other Investments BOY	$2,475,366	OtherInvestmentsBOYAmt
Total Assets BOY	$3,255,433	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$3,255,433	NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY	$3,255,433	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,255,433	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$0	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,255,433	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,944,851	ExcessRevenueOverExpensesAmt
Subtotal	$310,582	SubtotalAmt
Other Decreases	$310,582	OtherDecreasesAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$96	InvestmentIncomeExciseTaxAmt
Subtotal	$96	SubtotalAmt
Tax Based On Investment Income	$96	TaxBasedOnInvestmentIncomeAmt
Tax Due	$96	TaxDueAmt
Applied To ES Tax	$0	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	Yes (true)	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	Yes (true)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	WWW.SFWFF.ORG	WebsiteAddressTxt
Individual With Books	JAMIE A ELDEEN	IndividualWithBooksNm
Phone	6059967717	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1820 N SANBORN BLVD	AddressLine1Txt
City	MITCHELL	CityNm
State Abbreviation	SD	StateAbbreviationCd
ZIP	57301	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	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
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 (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID G OLSON
1410 S MINNESOTA	MITCHELL	SD	57301	DIRECTOR	000.00	$0	$0	$0
TONA ROZUM
87 S HARMON DRIVE	MITCHELL	SD	57301	DIRECTOR	000.00	$0	$0	$0
KEN TRACY
614 S ANDERSON ST	MITCHELL	SD	57301	DIRECTOR	000.00	$0	$0	$0
DAVID BROOKS
PO BOX 87	LETCHER	SD	57359	DIRECTOR	000.00	$0	$0	$0
TRUDY MORGAN
1421 MITCHELL BLVD	MITCHELL	SD	57301	DIRECTOR	000.00	$0	$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	$290,871	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$519,275	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$810,146	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$810,146	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$12,152	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$797,994	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$39,900	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$39,900	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$96	TaxBasedOnInvestmentIncomeAmt
Total Tax	$96	TotalTaxAmt
Distributable Before Adj	$39,804	DistributableBeforeAdjAmt
Distributable Before Ded	$39,804	DistributableBeforeDedAmt
Distributable As Adjusted	$39,804	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$5,614,797	ExpensesAndContributionsAmt
Qualifying Distributions	$5,614,797	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$39,804	DistributableAsAdjustedAmt
Undistributed Income PY	$122,672	UndistributedIncomePYAmt
Qualifying Distributions	$5,614,797	QualifyingDistributionsAmt
Applied To Year1	$122,672	AppliedToYear1Amt
Applied To Current Year	$39,804	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$5,452,321	RemainingDistriFromCorpusAmt
Total Corpus	$5,452,321	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$5,452,321	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$5,452,321	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	DAVID G OLSON	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 249	AddressLine1Txt
City	MITCHELL	CityNm
State Abbreviation	SD	StateAbbreviationCd
ZIP	57301	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6059967717	RecipientPhoneNum
Recipient Email Address	DAVE.OLSON@ELOCPA.COM	RecipientEmailAddressTxt
Form And Info And Materials	GRANT APPLICATION SUMMARY NAME OF ORGANIZATION______________________________________________ ____ DATE ORGANIZED_______________ ADDRESS___________________________________________________ _______ WEBSITE__________________________ CONTACT NAME____________________________________ CONTACT PHONE S___________________________________ CONTACT EMAIL ADDRESS____________________________________________ DATE SUBMITTED______________ AGENCY OBJECTIVE/PURPOSE: (DESCRIBE IN COMPLETE DETAIL) __________________________________________________________ __________________________________________________________ ________ TARGET POPULATION SERVED: (AGE, GENDER, SPECIAL INTEREST, ETC.) __________________________________________________________ __________________________________________________________ ________ TYPE OF FUNDING (CIRCLE) PROGRAM EQUIPMENT SPECIAL PURPOSE DESCRIPTION OF EXPENDITURE FOR WHICH FUNDING IS REQUESTED: __________________________________________________________ _________________________	FormAndInfoAndMaterialsTxt
Submission Deadlines	N/A	SubmissionDeadlinesTxt
Restrictions On Awards	N/A	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ABBOTT HOUSE
909 CT MERRILL ST	MITCHELL	SD	57301	NONE	501C3	PROGRAM SUPPORT	$125,000
CITY OF PARKSTON
LOCAL DELIVERY	MITCHELL	SD	57301		GOVT	LANDSCAPING	$5,000
COURT APPOINTED ADVOCATES FOR CHILD
115 E 11TH AVE	MITCHELL	SD	57301	NONE	501C3	ADVERTISING	$2,000
DAKOTA DISCOVERY MUSEUM
1200 W UNIVERSITY AVE	MITCHELL	SD	57301	NONE	501C3	CONSTRUCT THEATER	$100,000
FRIENDS OF SANBORN COUNTY 4-H
LOCAL DELIVERY	MITCHELL	SD	57301		501(C)3	BUILDING	$5,000
JUNIOR ACHIEVEMENT
1000 N WEST AVE	SIOUX FALLS	SD	57104	NONE	501C3	PROVIDE CLASSROOM PROGRAM MATERIALS	$3,000	SUITE 110
KIPPES VETERANS PARK
LOCAL DELIVERY	MITCHELL	SD	57301		501(C)3	PICNIC TABLES	$5,000
MITCHELL AREA DEVELOPMENT CORP
LOCAL DELIVERY	MITCHELL	SD	57301		501(C)3	SUPPLIES	$4,000
MITCHELL AREA HOUSING INC
LOCAL DELIVERY	MITCHELL	SD	57301		501(C)3	HOUSING GRANTS	$50,000
SAFE PLACE OF EASTERN SOUTH DAKOTA
1809 N WISCONSIN	MITCHELL	SD	57301	NONE	501C3	BUILDING PROJECT	$50,000
MITCHELL BASEBALL ASSOCIATION
LOCAL DELIVERY	MITCHELL	SD	57301		501(C)3	GRANDSTAND PROJECT	$50,000
MITCHELL LIONS FOUNDATION
PO BOX 575	MITCHELL	SD	57301	NONE	501C3	PROGRAM SUPPORT	$4,000
MITCHELL MUSIC BOOSTERS
PO BOX 522	MITCHELL	SD	57301	NONE	501C3	PROGRAM SUPPORT	$15,000
MITCHELL PREHISTORIC INDIAN VILLAGE
3200 INDIAN VILLAGE RD	MITCHELL	SD	57301	NONE	501C3	MUSEUM ENTRANCE FEES	$5,000	PO BOX 621
MITCHELL PUBLIC LIBRARY
LOCAL DELIVERY	MITCHELL	SD	57301		GOVT	SHELVING	$15,000
MITCHELL SKATING & HOCKEY
LOCAL DELIVERY	MITCHELL	SD	57301		501(C)3	PROGRAM SUPPORT	$10,000
MITCHELL WEEKEND SNACKPACK
LOCAL DELIVERY	MITCHELL	SD	57301		501(C)3	VEHICLE	$17,500
ST MARY'S EPISCOPAL CHURCH
214 W 3RD AVE	MITCHELL	SD	57301	NONE	501C3	WINDOWS AND INSULATION	$100,000
SOUTH DAKOTA COMMUNITY FOUNDATION
2310 PATRON PKWY	PIERRE	SD	57501		501C3	TRANSFER FUNDS	$5,035,361

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$5,600,861	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	ExclusionAmt
Related Or Exempt Function Incm	$7,998	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,548	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$254,490	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Related Or Exempt Function Incm	$500	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,595	ExclusionAmt
Related Or Exempt Function Incm	$262,988	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$264,583	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

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 Person	ESTATE OF RICHARD WELLER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	24020 TWIN SPRINGS ROAD	AddressLine1Txt
City	RAPID CITY	CityNm
State Abbreviation	SD	StateAbbreviationCd
ZIP	577026546	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$2,408,318	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	BIRD LODE REAL ESTATE	NoncashPropertyDesc
Fair Market Value	$1,158,173	FairMarketValueAmt
Received	2022-09-30	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$9,010	Amt
Disbursements Charitable Prps	$9,010	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
STIFEL	2021-06	PURCHASE	2023-06	$224,677	$224,677
SCHWAB	2021-06	PURCHASE	2023-06	$56,005	$50,249	$5,756
SCHWAB	2021-06	PURCHASE	2023-06	$398,561	$149,827	$248,734

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE EQUITIES	StockNm

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd
VARIABLE ANNUITY - 7804	FMV
VARIABLE ANNUITY - 1491	FMV
VARIABLE ANNUITY - 0059	FMV

Liquidation Explanation Stmt LiquidationExplanationStmt

Field	Value	IRS element (for citing)
Explanation	FUNDS WERE TRANSFERED TO THE SOUTH DAKOTA COMMUNITY FOUNDATIONS	ExplanationTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS ON INVESTMENTS	Desc
Amt	$310,582	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
WEBSITE DEVELOPMENT	$64
FILING FEES	$20
SUPPLIES	$171

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Revenue And Expenses Per Books	$500	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$500	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT OTHER PROFESSIONAL FEES	CategoryTxt
Amt	$2,700	Amt
Net Investment Income	$2,700	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAXES	CategoryTxt
Amt	$4,926	Amt
Disbursements Charitable Prps	$4,926	DisbursementsCharitablePrpsAmt

SAM F WELLER FAMILY FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Liquidation Explanation Stmt LiquidationExplanationStmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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