DAKOTA CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: DAKOTA CHARITABLE FOUNDATION INC (EIN 46-0422869)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-01
IRS object ID: 202233059349101853
Schema version: 2021v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Land Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-01T17:59:44-04:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	460257538	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KETEL THORSTENSON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3140	AddressLine1Txt
City	RAPID CITY	CityNm
State Abbreviation	SD	StateAbbreviationCd
ZIP	577093140	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	460422869	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DAKOTA CHARITABLE FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DAKO	BusinessNameControlTxt
Phone	6053413620	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 8303	AddressLine1Txt
City	RAPID CITY	CityNm
State Abbreviation	SD	StateAbbreviationCd
ZIP	57709	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARGARET HILLENBRAND	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	6053413620	PhoneNum
Signature	2022-11-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARGARET	PersonFirstNm
Person Last	HILLENBRAND	PersonLastNm

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEAN SMITH CPA	PreparerPersonNm
PTIN	P00479382	PTIN
Phone	6053425630	PhoneNum
Preparation	2022-11-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$29,679,179	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$166	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$166	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$467,331	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$467,331	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$527,280	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$527,280	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	-$130,050	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$1,173,695	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,509,829	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,173,695	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,168,472	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,168,472	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$72,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$14,400	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$57,600	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$149,472	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$149,472	OthEmplSlrsWgsNetInvstIncmAmt
Pension Empl Bnft Rev And Expnss	$12,785	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$12,785	PensionEmplBnftNetInvstIncmAmt
Legal Fees Rev And Expnss	$560	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$560	LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss	$6,049	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,024	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,025	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$152,643	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$139,843	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$930,361	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$927,493	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$2,868	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,323,870	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,247,577	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$63,493	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,810,626	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,810,626	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,134,496	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,247,577	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,874,119	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,966,024	ExcessRevenueOverExpensesAmt
Net Investment Income	$920,895	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$262,991	CashBOYAmt
Cash EOY	$74,947	CashEOYAmt
Cash EOYFMV	$74,947	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$16,589	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$165,060	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$165,060	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$4,089	AcctRcvblAmt
Acct Rcvbl BOY	$2,166	AcctRcvblBOYAmt
Acct Rcvbl EOY	$4,089	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$4,089	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$492,557	CorporateStockBOYAmt
Corporate Stock EOYFMV	$15,999,965	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$7,746,448	CorporateBondsBOYAmt
Corporate Bonds EOY	$5,976,019	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$8,836,924	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$26,036,929	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$6,218,052	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$20,476,209	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$19,818,877	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$4,590,000	LandBldgInvestmentsEOYFMVAmt
Other Assets BOY	$20,994	OtherAssetsBOYAmt
Other Assets EOY	$8,194	OtherAssetsEOYAmt
Other Assets EOYFMV	$8,194	OtherAssetsEOYFMVAmt
Total Assets BOY	$29,017,954	TotalAssetsBOYAmt
Total Assets EOY	$26,047,186	TotalAssetsEOYAmt
Total Assets EOYFMV	$29,679,179	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$6,084	AccountsPayableBOYAmt
Accounts Payable EOY	$1,340	AccountsPayableEOYAmt
Other Liabilities BOY	$202,000	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$202,000	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$208,084	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$203,340	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$28,809,870	RetainedEarningBOYAmt
Retained Earning EOY	$25,843,846	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$28,809,870	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$25,843,846	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$29,017,954	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$26,047,186	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$28,809,870	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,966,024	ExcessRevenueOverExpensesAmt
Subtotal	$25,843,846	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$25,843,846	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN	P	2021-12-31	$1,410,779	$888,547	$522,232	$522,232
JP MORGAN	P	2021-12-31	$2,431,324	$2,292,273	$139,051	$139,051
JP MORGAN	P	2021-12-31	$4,573,582	$4,155,314	$418,268	$418,268
CAPITAL GAIN DISTRIBUTION	P	2021-12-31	$94,144		$94,144	$94,144

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,173,695	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$139,051	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$12,800	InvestmentIncomeExciseTaxAmt
Subtotal	$12,800	SubtotalAmt
Tax Based On Investment Income	$12,800	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$35,540	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$35,540	TotalPaymentsAndCreditsAmt
Overpayment	$22,740	OverpaymentAmt
Applied To ES Tax	$22,740	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	SD	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MARGARET HILLENBRAND	IndividualWithBooksNm
Phone	6053413620	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 8303	AddressLine1Txt
City	RAPID CITY	CityNm
State Abbreviation	SD	StateAbbreviationCd
ZIP	57709	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET HILLENBRAND
P O BOX 8303	RAPID CITY	SD	57709	DIRECTOR	5.00	$24,000	$0	$0
HEIDI HILLENBRAND
P O BOX 8303	RAPID CITY	SD	57709	DIRECTOR	5.00	$24,000	$0	$0
GRETCHEN HILLENBRAND
P O BOX 8303	RAPID CITY	SD	57709	DIRECTOR	5.00	$24,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$25,058,725	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$141,686	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$4,590,000	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$29,790,411	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$29,790,411	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$446,856	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$29,343,555	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,467,178	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,467,178	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$12,800	TaxBasedOnInvestmentIncomeAmt
Total Tax	$12,800	TotalTaxAmt
Distributable Before Adj	$1,454,378	DistributableBeforeAdjAmt
Distributable Before Ded	$1,454,378	DistributableBeforeDedAmt
Distributable As Adjusted	$1,454,378	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,874,119	ExpensesAndContributionsAmt
Qualifying Distributions	$3,874,119	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,454,378	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$5,656,205	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,920,059	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,335,923	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$5,734,890	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$14,647,077	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,874,119	QualifyingDistributionsAmt
Applied To Current Year	$1,454,378	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,419,741	RemainingDistriFromCorpusAmt
Total Corpus	$17,066,818	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$17,066,818	ExcessDistriCyovToNextYrAmt
Excess From Year4	$5,656,205	ExcessFromYear4Amt
Excess From Year3	$1,920,059	ExcessFromYear3Amt
Excess From Year2	$1,335,923	ExcessFromYear2Amt
Excess From Year1	$5,734,890	ExcessFromYear1Amt
Excess From Current Year	$2,419,741	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BH AREA COMMUNITY FOUNDATION
803 ST JOSEPH ST	RAPID CITY	SD	57701	PC	CHARITABLE	$275,000
BLACK HILLS WILD HORSE SANCTUARY
PO BOX 998	HOT SPRINGS	SD	57747	PC	CHARITABLE	$10,000
CATHOLIC SOCIAL SERVICES
529 KANSAS CITY ST	RAPID CITY	SD	57701	PC	COUNSELING FOR NEEDY	$68,000
CLOUD HORSE ART INSTITUTE
PO BOX 542	KYLE	SD	57752	PC	CHARITABLE	$3,600
COLLEGE OF NURSING
1220 MOUNT RUSHMORE RD	RAPID CITY	SD	57701	PC	CHARITABLE	$15,000
COLORADO STATE UNIVERSITY FOUNDATIO
PO BOX 1870	FORT COLLINS	CO	80522	PC	CHARITABLE	$15,000
CULVER EDUCATIONAL FOUND
1300 ACADEMY RD 153	CULVER	IN	46511	PC	EDUCATIONAL	$20,000
FAIRBURN VOLUNTEER FIRE DEPT
820 THIRD ST	FAIRBURN	SD	57738	PC	CHARITABLE	$100,000
FRIENDS OF SD PUBLIC BROADCASTING
415 MAIN STREET	RAPID CITY	SD	57701	PC	EDUCATIONAL	$7,500
HABITAT FOR HUMANITY
825 SAINT JOSEPH ST	RAPID CITY	SD	57701	PC	CHARITABLE	$600,000
IDEA WILD
420 RIDDLE DRIVE	FORT COLLINS	CO	80521	PC	CHARITABLE	$25,000
KNIGHTS OF COLUMBUS
PO BOX 1981	RAPID CITY	SD	57709	PC	CHARITABLE	$1,000
LAKOTA NATION INVITATIONAL
PO BOX 3140	RAPID CITY	SD	57709	PC	CULTURAL	$20,000
MAIN STREET SQUARE
512 MAIN ST SUITE 980	RAPID CITY	SD	57701	PC	COMMUNITY IMPROVEMENT	$210,000
NATIONAL BUFFALO FOUNDATION
1330 CAPITAL BOULEVARD	RENO	NV	89502	PC	CHARITABLE	$250,000
ONEHEART
217 KANSAS CITY STE 100	RAPID CITY	SD	57701	PC	CHARITABLE	$686,203
PENNINGTON COUNTY SHERIFF'S OFFICE
300 KANSAS CITY STREET 1	RAPID CITY	SD	57701	PC	CHARITABLE	$500,000
RURAL AMERICAN INITIATIVES
2112 SOUTH VALLEY DRIVE	RAPID CITY	SD	57703	PC	CHARITABLE	$125,000
SAINT MARTIN'S CHAPEL
1400 SHERMAN STREET	STURGIS	SD	57785	PC	CHARITABLE	$64,823
SAN DOMENICO SCHOOL
1500 BUTTERFIELD ROAD	SAN ANSELMO	CA	94960	PC	EDUCATIONAL	$25,000
SAVORY INSTITUTE
647-B S BROADWAY STE 12	BOULDER	CO	80305	PC	CONSERVATION	$60,000
TAM HIGH
700 MILLER AVE	MILL VALLEY	CA	94941	PC	EDUCATIONAL	$20,000
THE BAY SCHOOL OF SAN FRANCISCO
35 KEYES AVENUE	SAN FRANCISCO	CA	94129	PC	EDUCATIONAL	$45,000
THE NATURE CONSERVANCY
822 MAIN STREET	RAPID CITY	SD	57701	PC	CHARITABLE	$50,000
UNITED WAY OF THE BLACK H
621 6TH ST SUITE 100	RAPID CITY	SD	57701	PC	CHARITABLE	$225,000
YMCA
815 KANSAS CITY ST	RAPID CITY	SD	57701	PC	CHARITABLE	$15,000
MONUMENT HEALTH FOUNDATION
PO BOX 6000	RAPID CITY	SD	57709	PC	CHARITABLE	$250,000
ST ISAAC JOGUES CATHOLIC CHURCH
PO BOX 1304	RAPID CITY	SD	57709	PC	CHARITABLE	$4,000
SIOUX YMCA
224 6TH ST	DUPREE	SD	57623	PC	CHARITABLE	$2,500
SOUTH DAKOTA SYMPHONY ORCHESTRA
301 S MAIN AVE	SIOUX FALLS	SD	57104	PC	CHARITABLE	$8,000
TAM ALTERNATIVE SCHOOLS FOUNDATION
599 WILLIAM AVE	LARKSPUR	CA	94939	PC	CHARITABLE	$10,000
WORKING AGAINST VIOLENCE INC
527 QUINCY ST	RAPID CITY	SD	57702	PC	CHARITABLE	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,810,626	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$166	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$467,331	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	-$130,050	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,173,695	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,511,142	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,511,142	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$6,049	Amt
Net Investment Income	$3,024	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,025	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	BONDS-J P MORGAN INVESTMENT MGMT	BondNm
EOY Book Value	$5,976,019	EOYBookValueAmt
EOYFMV	$8,836,924	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES-J P MORGAN INVESTMENT MGMT	StockNm
EOYFMV	$15,999,965	EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

Field	Value	IRS element (for citing)
Category Or Item	RENTAL	CategoryOrItemTxt
Cost Or Other Basis	$26,036,929	CostOrOtherBasisAmt
Accumulated Depreciation	$6,218,052	AccumulatedDepreciationAmt
Book Value	$19,818,877	BookValueAmt
EOYFMV	$4,590,000	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxt	Legal FeesLegalFeesAmt	Net Investment IncomeNetInvestmentIncomeAmt
LEGAL FEES	$385	$385
LEGAL FEES RENTAL	$175	$175

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	EXCISE TAX RECEIVABLE	Desc
BOY Book Value	$20,994	BOYBookValueAmt
EOY Book Value	$8,194	EOYBookValueAmt
EOYFMV	$8,194	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LAND & BUILDINGS
INVESTMENT DEPRECIATION	$657,330	$657,330
EXPENSES
MISC EXPENSE	$2,287	$2,287
MISC EXPENSE - RENTAL	$5,623	$5,623
INSURANCE	$5,736	$2,868	$2,868
INSURANCE-RENTAL	$26,723	$26,723
OFFICE EXPENSES	$12,000	$12,000
OFFICE EXPENSES-RENTAL	$36,179	$36,179
REPAIRS & MAINTENANCE-RENTAL	$43,681	$43,681
UTILITIES-RENTAL	$95,485	$95,485
INVESTMENT MANAGEMENT FEES &	$45,284	$45,284
INVESTMENT EXPENSES
BANK & SERVICE CHARGES - RENT	$33	$33

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DAKOTA PARTNERSHIP LOAN	Desc
BOY Book Value	$202,000	BOYBookValueAmt
EOY Book Value	$202,000	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES	$5,401	$5,401
EXCISE TAX	$12,800
REAL ESTATE TAXES-RENTAL	$134,442	$134,442

DAKOTA CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

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

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

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 (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

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