SALT OF THE EARTH: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SALT OF THE EARTH (EIN 46-0434804)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-04
- IRS object ID
- 202502169349100215
- Schema version
- 2023v6.0
- 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 Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-04T15:01:50-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | 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 | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460434804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALT OF THE EARTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALT | BusinessNameControlTxt |
| Phone | 6053661998 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48035 RIVERSIDE PLACE | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORRIE SCHWAN-OKERLUND | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 6053661998 | PhoneNum |
| Signature | 2025-07-28 | 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 | 2025-07-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $8,097,075 | 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 |
| Dividends Rev And Expnss | $117,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,368,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,639,386 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,368,514 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,486,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,486,051 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,046 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,046 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,043 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,043 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $633 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $404,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $380,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,081,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,464,104 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $626 | CashBOYAmt |
| Cash EOY | $2,878 | CashEOYAmt |
| Cash EOYFMV | $2,878 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $97,060 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $303,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $303,361 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,529,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,452,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,790,836 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,574 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,574 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,627,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,758,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,097,075 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,000 | 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 | $3,627,404 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,708,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,627,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,708,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,627,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,758,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,627,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,081,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,708,758 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,708,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CHARLES SCHWAB STMT | $2,200,327 | $858,288 | $1,342,039 | $1,342,039 |
| CHARLES SCHWAB STMT | $228,059 | $219,730 | $8,329 | $8,329 |
| CHARLES SCHWAB STMT | $211,000 | $192,854 | $18,146 | $18,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,368,514 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,120 | 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 | $7,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $747 | EsPenaltyAmt |
| Tax Due | $13,978 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LORRIE SCHWAN-OKERLUND | IndividualWithBooksNm |
| Phone | 6053661998 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48035 RIVERSIDE PLACE | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LORRIE SCHWAN-OKERLUND | ||||||||
| 48035 RIVERSIDE PLACE | SIOUX FALLS | SD | 57108 | PRES/DIRECTOR | 2.00 | $0 | $0 | $0 |
| MOLLY OKERLUND | ||||||||
| 6806 S LYNCREST AVENUE | SIOUX FALLS | SD | 57108 | VP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH REZEK | ||||||||
| 509 E SANDPIPER TRAIL | SIOUX FALLS | SD | 57108 | SEC/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MEGAN OKERLUND | ||||||||
| 48035 RIVERSIDE PLACE | SIOUX FALLS | SD | 57108 | TREAS/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,343,361 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,520,494 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,520,494 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,407,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $370,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $370,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,351 | TotalTaxAmt |
| Distributable Before Adj | $350,033 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $350,033 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $350,033 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $380,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $380,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $350,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $35,759 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,594 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $100,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $380,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $350,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,967 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $130,766 | 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 | $130,766 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $35,759 | ExcessFromYear3Amt |
| Excess From Year2 | $28,594 | ExcessFromYear2Amt |
| Excess From Year1 | $36,446 | ExcessFromYear1Amt |
| Excess From Current Year | $29,967 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LORRIE SCHWAN-OKERLUND | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORRIE SCHWAN-OKERLUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48035 RIVERSIDE PLACE | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6053661998 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | TO BE ESTABLISHED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO BE ESTABLISHED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 492421205 | NONE | PC | K-12 EDUCATION | $50,000 |
| UNIVERSITY OF NORTHWESTERN-ST PAUL | |||||||
| 3003 SNELLING AVE N | SAINT PAUL | MN | 551131501 | NONE | PC | CONTEMPORARY MUSIC AND TALK SHOW PROGRAMMING | $10,000 |
| VOICE OF THE MARTYRS INC | |||||||
| 1815 SE BISON RD | BARTLESVILLE | OK | 740067234 | NONE | PC | CHRISTIAN RESCUE AND SUPPORT SERVICES | $20,000 |
| WORLD HOPE INTERNATIONAL INC | |||||||
| PO BOX 743794 | ATLANTA | GA | 30374 | NONE | PC | WORLD HOPE INTERNATIONAL CHRISTIAN WITNESS FUND AND WORLD HOPE RECOVERING CENTERS TO COMBAT SEX TRAFFICKING | $250,000 |
| CHRISTIAN SOLIDARITY INTERNATIONAL INC | |||||||
| 870 HAMPSHIRE ROAD SUITE T | WEST LAKE VILLAGE | CA | 91361 | NONE | PC | CHRISTIAN SLAVE RELEASE PROGRAM | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,000 | 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 | $117,537 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,368,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,486,051 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,486,051 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,046 | Amt |
| Net Investment Income | $7,046 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABT ABBOTT LABS | $17,563 | $156,764 |
| LNT ALLIANT ENERGY CORP | $188,381 | $230,622 |
| GOOG ALPHABET INC | $138,647 | $317,661 |
| AMZN AMAZON INC | $347,755 | $414,584 |
| AXP AMERICAN EXPRESS CO | $42,419 | $88,140 |
| AMP AMERIPRISE FINL INC | $20,102 | $23,491 |
| AAPL APPLE INC | $38,308 | $46,600 |
| ADP AUTOMATIC DATA PROCESSING | $72,965 | $83,019 |
| TECH BIO-TECHNE CORP | $76,217 | $135,881 |
| CHRW CH ROBINSON WORLDWIDE | $18,826 | $38,630 |
| CASY CASEYS GEN STORES INC | $35,485 | $46,964 |
| SCHW CHARLES SCHWAB CORP | $79,012 | $74,532 |
| DIS DISNEY WALT CO | $76,251 | $72,143 |
| DCI DONALDSON INC | $2,193 | $40,535 |
| ECL ECOLAB INC | $14,183 | $248,947 |
| LLY ELI LILLY AND CO | $110,195 | $221,485 |
| ENTG ENTEGRIS INC | $84,871 | $90,024 |
| FAST FASTENAL CO | $91,300 | $185,692 |
| FI FISERV INC | $150,589 | $260,493 |
| FUL FULLER HB CO | $8,320 | $75,411 |
| GNRC GENERAC HLDGS INC | $27,711 | $39,720 |
| GGG GRACO INC | $5,696 | $251,591 |
| HSY HERSHEY CO | $68,809 | $67,123 |
| HD HOME DEPOT INC | $41,716 | $81,040 |
| HON HONEYWELL INTL INC | $36,985 | $62,013 |
| HRL HORMEL FOODS CORP | $32,901 | $105,403 |
| JNJ JOHNSON & JOHNSON | $25,986 | $117,494 |
| JPM JP MORGAN CHASE & CO | $160,011 | $216,132 |
| LFUS LITTELFUSE INC | $136,781 | $159,150 |
| MDT MEDTRONIC PLC | $126,968 | $148,550 |
| MSFT MICROSOFT CORP | $361,464 | $565,845 |
| MSI MOTOROLA SOLUTIONS INC | $55,281 | $168,611 |
| NVT NVENT ELEC PLC | $17,728 | $56,208 |
| NVDA NVIDIA CORP | $14,878 | $425,040 |
| PIPR PIPER SANDLER COMPANIES | $37,542 | $56,762 |
| PFG PRINCIPAL FINL GROUP INC | $21,045 | $38,655 |
| QCOM QUALCOMM INC | $92,824 | $144,543 |
| RHHBY ROCHE HLDG LTD | $120,717 | $124,844 |
| ROK ROCKWELL AUTOMATION INC | $146,933 | $140,942 |
| CRM SALESFORCE INC | $22,545 | $34,214 |
| SHW SHERWIN-WILLIAMS CO | $89,553 | $124,043 |
| SYS SYSCO CORP | $79,850 | $80,012 |
| TGT TARGET CORP | $32,998 | $89,620 |
| TNC TENNANT CO | $97,848 | $108,045 |
| TXN TEXAS INSTRS INC | $106,280 | $139,435 |
| TTC TORO CO | $6,407 | $351,257 |
| UNH UNITED HEALTH GROUP INC | $342,661 | $453,127 |
| USB US BANCORP DEL | $112,586 | $124,614 |
| VZ VERIZON COMMUNICATIONS | $114,886 | $130,239 |
| V VISA INC | $150,988 | $178,718 |
| WFC WELLS FARGO & CO | $60,085 | $79,086 |
| WK WORKIVA INC | $90,274 | $77,142 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $225 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $50,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $14,043 | Amt |
| Net Investment Income | $14,043 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $633 | $633 | $0 |
| ESTIMATED TAX PAYMENTS | $2,750 | $0 | $0 |
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