TOM & FRANCES LEACH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TOM & FRANCES LEACH FOUNDATION INC (EIN 45-6012703)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-29
- IRS object ID
- 202123029349100607
- Schema version
- 2020v4.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-29T06:59:59-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204028013 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAGA KOMMER LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 E MAIN STREET | AddressLine1Txt |
| City | MANDAN | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58554 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456012703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOM AND FRANCES LEACH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMA | BusinessNameControlTxt |
| Phone | 7012550479 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 BURNT BOAT DRIVE 206 | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM L DANIEL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM L | PersonFirstNm |
| Person Last | DANIEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lynnell Rude | PreparerPersonNm |
| PTIN | P00112623 | PTIN |
| Phone | 7016639345 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $26,284,589 | 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 | $498,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $498,442 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $498,442 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $86,954 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $86,954 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $86,954 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $79,705 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$194,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,737,657 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $7,430 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $637,633 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $417,628 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $637,633 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,028,128 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,003,024 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,230,459 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,700 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $36,340 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,268 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $29,072 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,090 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $218 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $872 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,090 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,090 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,130 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,626 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,504 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $177,825 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,825 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $31,736 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,303 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,227 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $739 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $14,504 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,901 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,603 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,641 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $901 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $740 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,040 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,408 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,632 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,888 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,618 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $328,523 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $221,510 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,068 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,528,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $221,510 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,284,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$500,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $781,514 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,230,459 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,963 | CashBOYAmt |
| Cash EOY | $20,130 | CashEOYAmt |
| Cash EOYFMV | $20,130 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $137,641 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $658,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $658,020 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,025,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,812,037 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,224,376 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,033,698 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,722,621 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,031,707 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,427,588 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $924,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,347,656 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,784 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,578 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,945 | LandBOYAmt |
| Land EOY | $1,206 | LandEOYAmt |
| Land EOYFMV | $2,600 | LandEOYFMVAmt |
| Other Assets BOY | $100 | OtherAssetsBOYAmt |
| Other Assets EOY | $101 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,639,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,139,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,284,589 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,008 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,438 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,008 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,438 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,638,014 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,638,014 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,137,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,639,022 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,139,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,638,014 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$500,395 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,137,619 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,137,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| US BANK CAPITAL GAINS | P | 2018-01-01 | 2020-12-31 | $36,132 | $36,132 | $36,132 | |
| US BANK #35193190 | P | 2020-01-01 | 2020-12-31 | $150,017 | -$8 | -$8 | $150,025 |
| US BANK #35193190 | P | 2018-01-01 | 2020-12-31 | $1,688,290 | -$78,183 | -$78,183 | $1,766,473 |
| US BANK #15001923630 | P | 2020-01-01 | 2020-12-31 | $118,999 | $7,438 | $7,438 | $111,561 |
| US BANK #15001923630 | P | 2018-01-01 | 2020-12-31 | $743,184 | $79,625 | $79,625 | $663,559 |
| CORRIB FUND LTD | P | 2018-01-01 | 2020-12-31 | $1,035 | -$239,905 | -$239,905 | $240,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$194,901 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,430 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,863 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,863 | SubtotalAmt |
| Tax Based On Investment Income | $10,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,316 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,316 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,453 | OverpaymentAmt |
| Applied To ES Tax | $7,453 | 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 | ND | 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 | WWW.LEACHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMI HELMERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7012550479 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 BURNT BOAT ROAD | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58501 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM L DANIEL | ||||||
| 304 E ROSSER AVE SUITE 200 | BISMARCK | ND | 58501 | President | 3.00 | $5,000 |
| BRIAN R BJELLA | ||||||
| 1050 BOYLAN | BOZEMAN | MT | 59715 | Director | 3.00 | $4,500 |
| TODD STEINWAND | ||||||
| PO BOX 5509 | BISMARCK | ND | 58506 | Vice President | 3.00 | $5,000 |
| DON CLEMENT | ||||||
| 1526 GALLEON PL | BISMARCK | ND | 58504 | Director | 2.00 | $4,500 |
| JOHN T ROSWICK | ||||||
| 1875 WEST BONN BLVD | BISMARCK | ND | 58504 | Secretary | 2.00 | $5,000 |
| ANN REICH | ||||||
| 4401 LOOKOUT TRAIL | BISMARCK | ND | 58504 | Director | 2.00 | $0 |
| DAVID L GOODIN | ||||||
| 1200 W CENTURY AVE | BISMARCK | ND | 58506 | Director | 2.00 | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NATIONAL ASSN TRUSTEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $176,425 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,085,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $431,120 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,535,798 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $23,535,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $353,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,182,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,159,138 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,159,138 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,863 | TotalTaxAmt |
| Distributable Before Adj | $1,148,275 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,148,275 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,148,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,284,068 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,284,068 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,284,068 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,148,275 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $152,680 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $152,680 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,284,068 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,148,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $135,793 | RemainingDistriFromCorpusAmt |
| Total Corpus | $288,473 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $288,473 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $152,680 | ExcessFromYear1Amt |
| Excess From Current Year | $135,793 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE TOM AND FRANCES LEACH FOUNDATIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 BURNT BOAT DRIVE STE 206 | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7012550479 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SUBMIT LETTER PROPOSALS INDICATING FUND UTILIZATION IF GRANTED. THE LEACH FOUNDATION PROVIDES GRANT APPLICATION FORMS PRESCRIBED BY THE IRS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GIVEN ONLY TO ORGANIZATIONS WITH 501(C)(3) STATUS. PREFERENCE IS GIVEN TO ORGANIZATIONS IN THE UPPER MIDWEST. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABUSED ADULT RESOURCE CENTER | |||||||
| PO BOX 5003 | BISMARCK | ND | 58501 | NONE | PC | OPERATIONAL COSTS OF 2 SHELTERS AND PAYROLL FOR PROFESSIONAL STAFF TO SUPPORT WOMEN/FAMILIES OF DOMESTIC VIOLENCE/SEXUAL ASSAULT/ | $20,000 |
| BISMARCK-MANDAN MENTOR SQUAD | |||||||
| 600 SOUTH 2ND STREET SUITE 8 | BISMARCK | ND | 58504 | NONE | PC | WORKS TO CREATE A POSITIVE DIFFERENCE IN THE LIVES OF CHILDREN THROUGH A PROFESSIONAL SUPERVISED ONE-TO-ONE MENTORING RELATIONSHIP WITH A CARING ADULT VOLUNTEER. SERVES CHILDREN 6-12 WHO ARE LACKING THE INVOLVED, SUPPORTIVE PARTICIPATION OF TWO PARENTS. | $5,000 |
| BISMARCK-MANDAN CIVIC CHORUS | |||||||
| PO BOX 2566 | BISMARCK | ND | 58502 | NONE | PC | UNDERWITE SALARY OF CHORUS' DIRECTOR FOR THE 2020-2021 SEASON | $3,500 |
| BISMARCK-MANDAN ORCHESTRAL ASSOCIAT | |||||||
| PO BOX 2031 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT THE 2020-2021 SEASON WHICH INCLUDES SEVEN SUBSCRIPTION CONCERTS, 2 HOLIDAY PERFORMANCES, AND THE YOUNG ARTIST COMPETITION WINNERS. | $10,000 |
| BISMARCK ART GALLERIES ASSOCIATION | |||||||
| 422 EAST FRONT AVENUE | BISMARCK | ND | 58504 | NONE | PC | FUNDING ASSISTANCE FOR THE 2021 EXHIBIT SCHEDULE AND PROFESSIONAL ART WORKSHOPS. ENCOURAGES YOUNG ARTISTS BY SUPPORTING THE JURIED STUDENT ART EXHIBIT. | $5,000 |
| BISMARCK MEALS ON WHEELS INC | |||||||
| PO BOX 2132 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT PROGRAM WHICH PROVIDES AND DISTRIBUTES MEALS PRESCRIBED BY A PHYSICIAN OR OTHERWISE REQUIRED BY PERSONS UNABLE TO PREPARE NUTRITIOUS MEALS IN THEIR HOMES. FUNDING FOR SUBSIDIES FOR THOSE UNABLE TO PAY AND FOR A PART-TIME COORDINATOR. | $10,000 |
| BISMARCK STATE COLLEGE FOUNDATION | |||||||
| PO BOX 5587 | BISMARCK | ND | 58502 | NONE | PC | TOM AND FRANCES LEACH MEMORIAL MUSIC SCHOLARSHIP AWARDED FOR OUTSTANDING STUDENT PARTICIPATION, PERFORMANCE, AND DEVELOPMENT OF MUSIC EDUCATION. | $5,000 |
| BOY SCOUTS OF AMERICA NORTHERN LIGH | |||||||
| 3320 HAMILTON ST 1 | BISMARCK | ND | 58501 | NONE | PC | BISMARCK COUNCIL SERVICE CENTER SERVES NEEDS OF LOCAL SCOUT PROGRAMS IN BISMARCK - MANDAN AND SURROUNDING AREA THAT SERVES 1598 YOUTH AND 544 ADULT VOLUNTEERS. | $7,500 |
| CENTRAL DAKOTA CHILDREN'S CHOIR | |||||||
| 1810 SCHAFER ST STE 4 | BISMARCK | ND | 58501 | NONE | PC | ELEMENTARY CONCERT SERIES FOR 2ND & 3RD GRADE STUDENTS IN BURLEIGH & MORTON COUNTIES. PROVIDE ONLINE LESSONS AND STREAMING EVENTS AND A NEW 3RD GRADE MUSIC CLASS TO BRIDGE THE GAP BETWEEN 2ND AND 3RD GRADE SUTDENTS. | $5,000 |
| CENTRAL DAKOTA HUMANE SOCIETY | |||||||
| 2104 37TH ST N | MANDAN | ND | 58554 | NONE | PC | SPECIFICALLY SUPPORT VETERINARY COSTS THROUGHOUT 2021 INCLUDING BASIC HEALTH CHECKS AND SURGERIES AND REHAB. | $7,000 |
| DAKOTA STAGE LIMITED | |||||||
| 412 E MAIN ST | BISMARCK | ND | 58501 | NONE | PC | SUPPORT THE 2020-2021 MAIN STAGE PRODUCTION SEASON OF FIVE FULLY PRODUCED, PROFESSIONALLY LICENSED THEATER PRODUCTIONS CONSISTING OF VOLUNTEERS. | $5,000 |
| GATEWAY TO SCIENCE CENTER INC | |||||||
| 1810 SCHAFER ST STE 1 | BISMARCK | ND | 58501 | NONE | PC | WORK MENTORSHIP PROGRAM - CENTER PROVIDES HANDS-ON SCIENCE EDUCATION PRESENTED TO PUBLIC BY HIGH SCHOOL AND COLLEGE STUDENTS WHO SHARE INTERACTIVE EXHIBITS AND DISPLAYS. STUDENTS IN THE PROGRAM RECEIVE PART-TIME WORKING OPPORTUNITIES TO LEARN BASIC WORK SKILLS FROM TRAINED STAFF MEMBERS. | $5,000 |
| GIRL SCOUTSDAKOTA HORIZONS - ND | |||||||
| 1421 S 12TH ST | BISMARCK | ND | 58504 | NONE | PC | PROGRAM SUPPORT FOR THE ONGOING PARTNERSHIP IN THE GIRL SCOUNTS IN RURAL COMMUNITIES PROJECT. | $7,500 |
| UNIVERSITY OF JAMESTOWN | |||||||
| 6082 COLLEGE LANE | JAMESTOWN | ND | 58405 | NONE | PC | CONTINUED SUPPORT OF EXISTING LEACH ENDOWMENT SCHOLARSHIP FUND WITH CASH AWARDS MADE ON ANNUAL BASIS FOR ARTS, HUMANITIES, OR NURSING STUDENTS. | $5,000 |
| MORTON COUNTY COUNCIL ON AGING | |||||||
| 301 15TH ST NW | MANDAN | ND | 58554 | NONE | PC | SUPPORT CONGREGATE AND HOME-DELIVERED MEALS TO KEEP SENIORS IN GOOD HEALTH. | $10,000 |
| MISSOURI SLOPE AREAWIDE UNITED WAY | |||||||
| 515 N 4TH ST | BISMARCK | ND | 58501 | NONE | PC | SUPPORT FOR THE KIDS BACKPACK PROGRAM WHICH PROVIDES OVER 1400 AT-RISK SCHOOL AGE YOUTH WITH FOOD FOR TIMES WHEN THEY ARE NOT AT SCHOOL. ADDITIONAL FUNDING TO PROVIDE FUNDS FOR THE DOLLY PARTON IMAGINATION LIBRARY. | $25,000 |
| PRIDE INDUSTRIES INC | |||||||
| PO BOX 4086 | BISMARCK | ND | 58502 | NONE | PC | SPONSOR CELEBRATION OF TREES FUNDRAISER TO COVER SPECIAL NEEDS OR ITEMS AND EVENTS THAT ARE NOT FUNDED BY STATE FOR STRUGGLING YOUTH/ADULTS DURING THE HOLIDAYS. | $3,000 |
| THEO ART SCHOOL OF BISMARCK | |||||||
| 1810 SCHAFER ST STE 5 | BISMARCK | ND | 58501 | NONE | PC | PROVIDE SCHOLARSHIPS AND FREE CLASSES AND ART SUPPLIES TO STUDENTS REGARDLESS OF AGE, DISABILITY, OR FINANCIAL STATUS. | $3,000 |
| VOLUNTEER CAREGIVER EXCHANGE | |||||||
| 600 S 2ND ST STE 8 | BISMARCK | ND | 58504 | NONE | PC | FUNDING TO SUPPORT THE HEALTH AND WELLNES OF THE ELDERLY INCLUDING TRASPORTATION TO MEDICAL APPOINTMENTS, GROCERY ASSISTANCE AND SMALL HOUSEHOLD TASKS TO ALLOW ELDERLY TO STAY IN THEIR HOMES. | $10,000 |
| YOUNG LIFE-BISMARCK-MANDAN | |||||||
| 601 N 5TH ST | BISMARCK | ND | 58501 | NONE | PC | GENERAL OPERATING BUDGET FOR YOUTH MINISTRY PROGRAMS FOR MIDDLE SCHOOL AND HIGH SCHOOL KIDS TRHOUGHOUT THE SCHOOL YEAR AND SUMMER CAMPS. NEW PROGRAM CAPERNAUM WHERE LEADERS DEVELOP RELATIONSHIPS WITH STUDENTS WITH DIFFERENT ABILITIES. | $25,000 |
| CHILD'S HOPE LEARNING CENTER INC | |||||||
| 2921 N 19TH STREET | BISMARCK | ND | 58501 | NONE | PC | SUPPORT TRAINING FOR STAFF. THE CENTER SERVES CHILDRENT CHILDREN 0-12 WITH MULTIPLE MENTAL OR PHYSICAL CHALLENGES, CHILDREN CONSIDERED AS AT-RISK ALONG WITH THEIR SIBLINGS. | $15,000 |
| MAKE A WISH OF NORTH DAKOTA | |||||||
| 4143 26TH AVE S SUITE 104 | FARGO | ND | 58103 | NONE | PC | ADOPT A WISH PROGRAM - ORGANIZATION GRANTS WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS GIVING THEM HOPE AND JOY. | $5,000 |
| TURTLE MOUNTAIN COMMUNITY COLLEGE | |||||||
| PO BOX 340 | BELCOURT | ND | 58316 | NONE | PC | STUDENT SCHOLARSHIP FOR STUDENTS IN NEED OF FINANCIAL ASSISTANCE. | $5,000 |
| FARM RESCUE | |||||||
| PO BOX 1100 | JAMESTOWN | ND | 58402 | NONE | PC | FUNDING TO OFFSET OPERATIONAL COSTS ASSOCIATED WITH VOLUNTEER WORK FORCE AS THEY ASSIST FAMILIES OUTSIDE THEIR HOME AREAS. PROVIDE PLANTING, HARVESTING, AND HAYING ASSISTANCE TO FARM FAMILIES THAT HAVE EXPERIENCED A MAJOR INJURY, ILLNESS OR NATURAL DISASTER. | $5,000 |
| SCOTTISH RITE SPEECH THERAPY CENTER | |||||||
| PO BOX 2094 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT FREE HEARING AND SPEECH SERVICES FOR CHILDREN IN WESTERN NORTH DAKOTA AND ALSO PROVIDES ONLINE THERAPY. | $6,000 |
| SLEEPY HOLLOW SUMMER THEATER | |||||||
| PO BOX 675 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT COVERING OF THE CURRENT OUTDOOR STAGE, WHICH INCLUDES OPERATING DOORS AND WINDOWS WHICH WILL ALLOW FOR PROTECTION FROM THE WEATHER, OFFER PERMANENT LIGHTING AND BACKDROP OPPORTUNITIES, SECURITY AND ENABLE THE SEASON TO EXPAND. 1ST OF 3 PLEDGE PAYMENTS. | $50,000 |
| SPECIAL OLYMPICS ND | |||||||
| 2616 S 26TH ST | GRAND FORKS | ND | 58201 | NONE | PC | OFFSET TRAVEL COSTS FOR THE PARTICIPANTS WHO TRAVEL TO BISMARCK-MANDAN FOR ONE OF THE STATE EVENTS. | $4,000 |
| UNIVERSITY OF MARY | |||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | NONE | PC | CONSTRUCTION OF A NEW STUDENT LIVING AREA. PMTS 7-10 ON PLEDGE. | $320,000 |
| MINOT STATE UNIVERSITY DIV OF SPEC | |||||||
| 500 UNIVERSITY AVE W | MINOT | ND | 58701 | NONE | PC | SUPPORT FRANCES V. LEACH SCHOLARSHIP FOR A STUDENT PURSUING A DEGREE IN SPECIAL EDUCATION. | $2,500 |
| HEARTVIEW FOUNDATION | |||||||
| 101 E BROADWAY | BISMARCK | ND | 58503 | NONE | PC | SUPPORT RENOVATION TO OFFER ADDITIONAL TREATMENT BEDS AND APARTMENTS. PMTS 2-5 ON PLEDGE. | $200,000 |
| AID INC | |||||||
| 314 W MAIN ST | MANDAN | ND | 58554 | NONE | PC | SUPPORT SERVICES FOR INDIVIDUALS AND FAMILIES THAT STRUGGLE IN THE COMMUNITY INCLUDING IDENTIFICATION SERVICES, LAUNDRY VOUCHERS, LITTLE PANTRIES AND TRANSPOTATION ASSISTANCE. | $5,000 |
| BURLEIGH CO COUNCIL ON AGING | |||||||
| 315 N 20TH ST | BISMARCK | ND | 58501 | NONE | PC | SUPPORT HEALTH MAINTENANCE PROGRAM. PURCHASE OF ADDITIONAL EQUIPMENT FOR FOOT CARE SERVICES. PROGRAM PROVIDES DAILY FOOT CARE, BLOOD PRESSURE CHECKS AND BLOOK SUGAR SERVICES TO SENIOR CITIZENS FREE OF CHARGE AS WELL AS SERVICES FOR OUTLYING AREAS AND HOMEBOUND SENIORS. | $10,000 |
| BISMARCK LIBRARY FOUNDATION INC | |||||||
| 515 N 5TH ST | BISMARCK | ND | 58501 | NONE | PC | Children AND Teen Summer Reading Program | $3,000 |
| TRACY'S SANCTUARY HOUSE | |||||||
| 908 N 8TH ST | BISMARCK | ND | 58501 | NONE | PC | FUNDING FOR SIGNAGE AND LANDSCAPING AT THE HOME. THEY PROVIDE SERVICES TO FAMILIES IN TRAUMATIC MEDICAL SITUATIONS. | $4,000 |
| GREAT PLAINS FOOD BANK | |||||||
| 1720 3RD AVE SOUTH | FARGO | ND | 58102 | NONE | PC | SUPPORT PURCHASE OF EQUIPMENT FOR THE NEW FACILITY INCLUDING A FORKLIFT, PALLET JACK, AND PERMANENT SHELVING. | $50,000 |
| MISSOURI SLOPE AREAWIDE UW EMERHOME | |||||||
| 514 N 4TH ST | BISMARCK | ND | 58501 | NONE | PC | PROVIDE FUNDING FOR AN EMERGENCY HOMELESS SHELTER IN BISMARCK-MANDAN. 2ND OF 5 PLEDGE PMTS. | $100,000 |
| SOUP CAFE | |||||||
| PO BOX 8 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT DEVELOPMENT OF A WORKSHOP LOCATED NEAR THE SOUP CAFE FOR THOSE WHO ARE HOMELESS AND LACK BASIC JOB SKILLS, SOCIAL SKILLS, WHO HAVE LOST THEIR JOBS, OR BELIEVE THEY ARE UNEMPLOYABLE. THE WORKSHOP WOULD TEACH BASIC WOODWORKING, BUILDING, AND REPURPOSING FURNITURE, AND HELP PARTICIPANTS OBTAIN RELATED EMPLOYMENT. | $25,000 |
| JUNIOR ACHIEVEMENT | |||||||
| PO BOX 388 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT JUNIOR ACHIEVEMENT PROGRAMMING AT BISMARCK-MANDAN SCHOOLS. SUPPORT WILL HELP EXPAND THE BISMARCK PUBLIC SCHOOL PROGRAM TO INCLUDE THE CAREER ACADEMY. ALSO SEEKING TO EXPAND AT THE MANDAN BRAVE CENTER ACADEMY. | $5,000 |
| MINOT STATE UNIVERSITY MUSIC DIVISI | |||||||
| 500 W UNIVERSITY AVE | MINOT | ND | 58707 | NONE | PC | SUPPORT A MUSIC SCHOLARSHIP | $2,500 |
| UNIVERSITY OF ND ALUMNI ASSN FDN | |||||||
| 3501 UNIVERSITY AVE STOP 8157 | GRAND FORKS | ND | 58202 | NONE | PC | PROVIDE SCHOLARSHIPS TO NORTH DAKOTA RESIDENTS ATTENDING THE UNIVERSITY OF NORTH DAKOTA. | $5,000 |
| CAPITAL CITY YOUNG GUNS | |||||||
| 3109 CLAIRMONT ROAD | BISMARCK | ND | 58503 | NONE | PC | SUPPORT BUILDING NEW TRAP/SKEET SHOOTING FIELDS FOR YOUTH IN THE SHOOTING PROGRAM. YOUTH ARE TAUGH PROPER GUN SAFETY AND TECHNIQUES. | $10,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | SUPPORT CREATION OF A 120-ACRE PARK IN NORTHWEST BISMARCK. PMTS 2-5 ON PLEDGE. | $80,000 |
| PATH INC | |||||||
| 600 S 2ND ST 220 | BISMARCK | ND | 58504 | NONE | PC | SUPPORT RECRUITMENT AND RETAIN FOSTER HOMES FOR YOUTH WHO ARE AGING OUT OF THE FOSTER CARE SYSTEM. SUPPORT MENTAL HEALTH OUTREACH. | $5,000 |
| VALLEY CITY STATE UNIVERSITY | |||||||
| 101 COLLEGE ST SW | VALLEY CITY | ND | 58072 | NONE | PC | SUPPORT SCHOLARSHIP PROGRAM FOR FRESHMAN STUDENTS | $5,000 |
| 318 PROJECT | |||||||
| 521 E MAIN AVE STE 320 | BISMARCK | ND | 58501 | NONE | PC | OPERATING EXPENSE OF THE ND HUMAN TRAFFICKING TASK FORCE. | $20,000 |
| DAKOTA BOYS AND GIRLS RANCH | |||||||
| 6301 19TH AVE NW | MINOT | ND | 58703 | NONE | PC | SUPPORT FOR THE RESIDENTIAL TREATMENT AND EDUCATION CENTER FOR CHILDREN AND THEIR FAMILIES. FUNDING FOR THE REPLACEMENT OF IT NETWORK SWITCHES NECESSARY FOR DISTANCE LEARNING. | $25,000 |
| GUARDIAN AND PROTECTIVE SERVICES IN | |||||||
| 3801 LOCKPORT ST STE 4 | BISMARCK | ND | 58503 | NONE | PC | SUPPORT FOR ASSISTANCE TO VULNERABLE ADULTS. FUNDING WILL BE USED TO SERVE THOSE UNABLE TO PAY FOR ASSISTNACE. | $10,000 |
| OPERATING HOMEFRONT INC | |||||||
| 1355 CENTRAL PARKWAY SOUTH | SAN ANTONIO | TX | 78221 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE BACK TO SCHOOL BRIGADE PROGRAM WHICH PROVIDES A VARIETY OF SCHOOL SUPLIES. SUPPORTING 150 FILLED PACKPACKS FOR FAMILIES AT MINOT ND AFB AND GRAND FORKS ND AFB. | $1,500 |
| UNIVERSITY OF ND ALUMNI ASSOCIATION | |||||||
| 3501 UNIVERSITY AVE STOP 8157 | GRAND FORKS | ND | 58502 | NONE | PC | PROVIDE MATCHING FUNDS FOR THE UND SCHOOL OF LAW ENERGY LAW FACULTY RECRUITMENT AND RETENTION. CREATE ENDOWED MATCH OPPORTUNITIES FOR CLINICAL LEGAL EDUCATION OR ENERGY LAW AND FACULTY RECRUITMENT AND RETENTION. | $25,000 |
| YOUNG LIFE-STANDING ROCK | |||||||
| 820 W CENTRAL AVE | BISMARCK | ND | 58501 | NONE | PC | MINISTRY FOR YOUTH ON THE RESERVATION, HELPING THEM NAVIGATE TO ADULTHOOD AND PROVIDE POSITIVE ROLE MODELS IN HELPING THEM GROW THEIR FAITH. FUNDING FOR TRANSPORTATION/VEHICLE MAINTENANCE, MEALS WHEN MEETING WITH YOUTH, PART-TIME MENTAL HEALTH STAFF, AND CAMP REGISTRATIONS TO ATTEND YOUNG LIFE CASTAWAY CAMP AND ST GABRIEL'S SUMMER CAMPS. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,200,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SLEEPY HOLLOW SUMMER THEATER | |||||||
| PO BOX 675 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT COVERING OF THE STAGE TO PROVIDE PROTECTION FROM THE WEATHER, OFFER PERMANENT LIGHTING AND BACKDROP OPPORTUNITIES AND SECURITY. | $100,000 |
| GATEWAY TO SCIENCE CENTER INC | |||||||
| 1810 SCHAFER ST STE 1 | BISMARCK | ND | 58501 | NONE | PC | 5 YEAR PLEDGE TO CAPITAL CAMPAIGN FOR CONSTRUCTIN OF NEW FACILITY. $400,000 BALANCE AT 12/31/20 DELAYED PAYMENTS PENDING CONSTRUCTION. | $400,000 |
| MISSOURI SLOPE AREAWIDE UNITED WAY | |||||||
| PO BOX 2111 | BISMARCK | ND | 58502 | NONE | PC | 5 YEAR PLEDGE OF $500,000 SUPPORTING PURCHASE OF A PERMANENT EMERGENCY HOMELESS SHELTER "CENTER FOR OPPORTUNITY" LOCATED IN BISMARCK. BALANCE OF $300,000 AT 12/31/20. | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $800,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $498,442 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $79,705 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$194,901 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NON-TAXABLE INVEST DISTR | 14 | $220,005 |
| THOMAS W. LEACH TRUST | 15 | $417,628 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,020,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,020,879 | 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 | $8,130 | Amt |
| Net Investment Income | $1,626 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,504 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| CANON SCANNER | 2015-01-14 | $478 | $432 | SL | 0.1000 | $46 |
| COMPUTER & SERVER | 2017-12-18 | $2,215 | $941 | SL | 0.2000 | $443 |
| ADD LABOR - 2017 COMPUTER | 2018-03-22 | $1,000 | $375 | SL | 0.2500 | $250 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME HELD AT US BANK | BondNm |
| EOY Book Value | $4,722,621 | EOYBookValueAmt |
| EOYFMV | $5,031,707 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES HELD AT US BANK | $7,342,216 | $11,248,420 |
| EQUITY FUNDS-M&P CUSTODY ACCT | $5,469,821 | $7,975,956 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OIL & GAS PROPERTIES | AT COST | $100,206 | $374,522 |
| REAL ESTATE INV HELD AT US BANK | AT COST | $727,004 | $857,250 |
| REAL ESTATE-M&P CUSTODY ACCT | AT COST | $97,732 | $115,884 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $2,600 | |||
| Furniture and Fixtures | $15,556 | $14,350 | $1,206 | |
| Improvements | $3,228 | $3,228 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,090 | LegalFeesAmt |
| Net Investment Income | $8,090 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT - KOPP PROPERTY | $100 | $100 | $100 |
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,639 | $1,021 | $4,618 |
| Rental Expenses | $7,249 | $7,249 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NON-TAXABLE INVEST DISTR | $220,005 | $220,005 | |
| THOMAS W. LEACH TRUST | $417,628 | $417,628 | $417,628 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $1,008 | BOYBookValueAmt |
| EOY Book Value | $1,438 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| APPRAISAL FEES | $1,400 | $1,400 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $176,425 | $176,425 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,746 | $6,746 | |
| PAYROLL TAXES | $2,784 | $557 | $2,227 |
| TAX ON INVESTMENT INCOME | $22,206 |
Comments