COMFORT FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COMFORT FAMILY FOUNDATION (EIN 27-3079512)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202541349349104709
- Schema version
- 2024v5.1
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T16:24:16-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 345 N REID PL STE 400 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273079512 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMFORT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMF | BusinessNameControlTxt |
| Phone | 6052213094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5032 SOUTH BUR OAK PLACE 131A | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH MILLER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6052213094 | PhoneNum |
| Signature | 2025-05-01 | 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 | LAURIE HANSON CPA | PreparerPersonNm |
| PTIN | P00851848 | PTIN |
| Phone | 6053391999 | PhoneNum |
| Preparation | 2025-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,725,597 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $160,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $128,758 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,291,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,445,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $681,042 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$4,321,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,381 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,190 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,191 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,656 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,656 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $214 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $160,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $261,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,898,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,898,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,159,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,911,561 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,481,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,541 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $93,087 | CashBOYAmt |
| Cash EOY | $150,702 | CashEOYAmt |
| Cash EOYFMV | $150,702 | CashEOYFMVAmt |
| US Government Obligations BOY | $512,941 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $513,079 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $504,403 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,220,280 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,954,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,070,492 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $869,591 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $400,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,095,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,617,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,725,597 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $16,095,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,617,907 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,095,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,617,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,095,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,617,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,095,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,481,261 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,269 | OtherIncreasesAmt |
| Subtotal | $9,617,907 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,617,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $54 | $54 | $54 | |
| PUBLICLY TRADED SECURITIES | P | $1,766,870 | $0 | $0 | $1,766,870 |
| PUBLICLY TRADED SECURITIES | P | $1,631,267 | -$5,681,586 | -$5,681,586 | $7,312,853 |
| PUBLICLY TRADED SECURITIES | P | $602,433 | $0 | $0 | $602,433 |
| ENTERPRISE PRODUCTS PARTNERS LP | P | $1,444,304 | $390,215 | $390,215 | $1,054,089 |
| CAPITAL GAINS DIVIDENDS | P | $176 | $176 | $176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,291,141 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $480 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $480 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,199 | 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 | $15,199 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,719 | OverpaymentAmt |
| Applied To ES Tax | $14,719 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEBORAH E MILLER | IndividualWithBooksNm |
| Phone | 6052213094 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5032 SOUTH BUR OAK PL STE 131A | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57108 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH E MILLER | ||||||||
| 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CONSTANCE M COMFORT | ||||||||
| 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BTC TRUST COMPANY OF SOUTH DAKOTA | ||||||||
| 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 | OFFICER | 1.00 | $14,381 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 WALNUT ST | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PORTFOLIO MANAGEMENT | ServiceTypeTxt |
| Compensation | $81,169 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,917,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,101 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,012,056 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,012,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,861,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $493,094 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $493,094 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $480 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $96,524 | IncomeTaxAmt |
| Total Tax | $97,004 | TotalTaxAmt |
| Distributable Before Adj | $396,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $396,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $396,090 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,911,561 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,911,561 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $396,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $70,508 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $360,595 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $544,152 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $657,868 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,633,123 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,911,561 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $396,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,515,471 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,148,594 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,148,594 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,508 | ExcessFromYear4Amt |
| Excess From Year3 | $360,595 | ExcessFromYear3Amt |
| Excess From Year2 | $544,152 | ExcessFromYear2Amt |
| Excess From Year1 | $657,868 | ExcessFromYear1Amt |
| Excess From Current Year | $1,515,471 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHEINZ57 PET RESCUE AND TRANSPORT | |||||||
| PO BOX 188 | DE SOTO | IA | 50069 | NONE | PC | UNRESTRICTED GIFT | $10,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 7190 | DES MOINES | IA | 50315 | NONE | PC | UNRESTRICTED GIFT | $2,000 |
| AMERICAN RED CROSS | |||||||
| 2116 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | UNRESTRICTED GIFT | $10,000 |
| ANIMAL RESCUE LEAGUE OF IOWA | |||||||
| 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | PC | UNRESTRICTED GIFT | $35,000 |
| BERRY COLLEGE | |||||||
| PO BOX 490069 | MOUNT BERRY | GA | 30149 | NONE | PC | UNRESTRICTED GIFT | $5,000 |
| BLANK PARK ZOO | |||||||
| 7401 SW 9TH ST | DES MOINES | IA | 50315 | NONE | PC | UNRESTRICTED GIFT | $15,000 |
| CATHOLIC CHARITIES | |||||||
| 601 GRAND AVE | DES MOINES | IA | 50309 | NONE | PC | UNRESTRICTED GIFT | $5,000 |
| FOOD BANK OF IOWA | |||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | PC | UNRESTRICTED GIFT | $25,000 |
| GREAT OUTDOORS FOUNDATION | |||||||
| 501 SW 7TH STREET SUITE G | DES MOINES | IA | 50309 | NONE | PC | UNRESTRICTED GIFT | $250,000 |
| HABITAT FOR HUMANITY OF CENTRAL IOWA | |||||||
| 3504 GRAND AVENUE | AMES | IA | 50010 | NONE | PC | UNRESTRICTED GIFT | $2,500 |
| IOWA COMMUNITY ACTION ASSOCIATION | |||||||
| 1620 PLEASANT ST NO 214 | DES MOINES | IA | 50314 | NONE | PC | UNRESTRICTED GIFT | $25,000 |
| MERCY FOUNDATION | |||||||
| 411 LAUREL ST STE 2250 | DES MOINES | IA | 50314 | NONE | PC | UNRESTRICTED GIFT | $1,500,000 |
| PAWS & EFFECT | |||||||
| PO BOX 41442 | DES MOINES | IA | 50311 | NONE | PC | UNRESTRICTED GIFT | $9,000 |
| ROGER KNAPP TENNIS CENTER | |||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PC | UNRESTRICTED GIFT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,898,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,758 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,291,141 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME/LOSS FROM PASSTHROUGH | Desc |
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $681,042 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $681,042 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$5,162,383 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,481,341 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DEBORAH E MILLER | ||||||
| 1 | 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 | $80,000 | Yes (X) |
| CONSTANCE M COMFORT | ||||||
| 2 | 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 | $80,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,656 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,656 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $21,362 | $18,202 |
| ABBOTT LABORATORIES | $20,601 | $27,938 |
| ACCENTURE PLC IRELAND SHARES CLASS A | $23,845 | $42,918 |
| AFLAC INC | $17,352 | $58,547 |
| AIR PRODUCTS AND CHEMICALS | $19,217 | $29,294 |
| AMERICAN WATER WORKS CO INC | $14,991 | $21,537 |
| AMGEN INC | $18,991 | $25,282 |
| ANALOG DEVICES INC | $23,984 | $44,192 |
| APPLE INC | $14,495 | $78,882 |
| ATMOS ENERGY CORP | $20,745 | $28,690 |
| AUTOMATIC DATA PROCESSING ADP | $12,747 | $43,031 |
| BECTON DICKINSON & CO | $11,949 | $19,511 |
| BLACKROCK INC | $20,017 | $46,130 |
| BROADRIDGE FINANCIAL SOLUTIONS | $25,524 | $45,444 |
| BROWN AND BROWN INC | $20,549 | $57,233 |
| BROWN-FORMAN CORP CLASS B | $12,494 | $13,141 |
| CHUBB LTD | $28,453 | $49,458 |
| CHURCH & DWIGHT INC | $20,543 | $31,727 |
| CISCO SYSTEMS INC | $24,485 | $29,422 |
| CLOROX COMPANY | $16,468 | $18,190 |
| CMS ENERGY CORP | $20,945 | $23,461 |
| COLGATE-PALMOLIVE CO | $20,743 | $26,634 |
| COMCAST CORP NEW CLASS A | $26,034 | $20,904 |
| COMMERCE BANCSHARES INC | $12,318 | $29,784 |
| EASTMAN KODAK CO | $3,485,588 | $2,628,000 |
| ECOLAB INC | $25,038 | $29,759 |
| EMERSON ELECTRIC CO | $25,151 | $49,448 |
| EVERSOURCE ENERGY | $14,894 | $14,530 |
| FACTSET RESEARCH SYSTEMS | $21,392 | $36,021 |
| FEDERAL RLTY INVT TR SBI | $35,991 | $30,115 |
| GENL DYNAMICS CORP | $21,303 | $39,787 |
| GOPRO INC | $1,843,065 | $218,000 |
| GRAINGER W W INC | $22,685 | $81,162 |
| HOME DEPOT | $20,678 | $40,844 |
| HONEYWELL INTERNATIONAL | $20,702 | $33,658 |
| ILLINOIS TOOL WORKS INC | $14,901 | $33,723 |
| INTERCONTINENTAL EXCHANGE | $20,534 | $36,656 |
| INTERNATIONAL BUSINESS MACHINE CORP | $24,167 | $38,690 |
| J M SMUCKER CO | $19,318 | $19,601 |
| JACK HENRY & ASSOC INC | $17,916 | $21,211 |
| JOHNSON & JOHNSON | $19,054 | $21,115 |
| L3HARRIS TECHNOLOGIES INC | $24,281 | $23,762 |
| LINDE PLC | $19,714 | $46,891 |
| LOCKHEED MARTIN CORP | $20,637 | $27,213 |
| LOWES COMPANIES INC | $19,338 | $55,283 |
| MC CORMICK & CO INC | $10,098 | $20,814 |
| MCDONALDS CORP | $24,637 | $33,917 |
| MEDTRONIC PLC | $23,538 | $16,935 |
| MICROSOFT CORP MSFT | $17,635 | $52,688 |
| MONDELEZ INTL INC | $21,752 | $23,534 |
| NEW JERSEY RE CORP | $23,986 | $29,110 |
| NEXTERA ENERGY INC | $19,865 | $25,307 |
| NIKE INC CLASS B | $11,665 | $18,236 |
| P P G INDUSTRIES INC | $27,204 | $26,876 |
| PAYCHEX INC | $15,021 | $43,889 |
| PEPSICO INCORPORATED | $20,104 | $23,569 |
| PHILLIPS 66 | $32,096 | $39,876 |
| PROCTER & GAMBLE CO | $19,324 | $29,506 |
| REALTY INCOME CORP | $21,391 | $21,738 |
| RTX CORP | $24,936 | $39,808 |
| S&P GLOBAL INC | $20,308 | $39,344 |
| SHERWIN WILLIAMS CO | $20,830 | $44,871 |
| STARBUCKS CORP | $27,598 | $27,375 |
| STRYKER CORP | $11,159 | $43,206 |
| T ROWE PRICE GROUP INC | $23,068 | $22,392 |
| TEXAS INSTRUMENTS INC | $24,558 | $35,627 |
| UNION PACIFIC CORP | $20,743 | $32,154 |
| UNITEDHEALTH GROUP | $18,875 | $40,975 |
| VERIZON COMMUNICATIONS | $21,651 | $14,436 |
| WALMART INC | $18,257 | $44,723 |
| WEC ENERGY GROUP | $20,692 | $21,817 |
| XCEL ENERGY INC | $21,493 | $23,294 |
| XYLEM INC | $24,196 | $35,734 |
| TESLA INC | $578,250 | $1,211,520 |
| ZOOM COMMUNICATIONS | $1,583,997 | $1,632,200 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $513,079 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $504,403 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE PREMIUMS | Desc |
| Revenue And Expenses Per Books | $160,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME/LOSS FROM PASSTHROUGH | Desc |
| Revenue And Expenses Per Books | $681,042 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $681,042 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER CHANGES IN NET ASSETS | $2,709 |
| TAX-EXEMPT BOND ACCRETION | $138 |
| NONDIVIDEND DISTRIBUTIONS | $422 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $81,169 | $71,176 | $0 |
| ANNUAL REPORT | $164 | $0 | $164 |
| FILING FEE | $50 | $0 | $50 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DEBORAH E MILLER | |||
| 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 |
| CONSTANCE M COMFORT | |||
| 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 |
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