DAKOTA CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAKOTA CHARITABLE FOUNDATION INC (EIN 46-0422869)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202123139349102452
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other 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 | 2021-11-09T14:20:34-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | HEIDI HILLENBRAND | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6053413620 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEIDI | 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 | 2021-11-09 | PreparationDt |
| 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 | $30,105,860 | 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 | $5,437 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,437 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $401,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $401,537 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $435,544 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $435,544 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$222,427 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $726,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,092,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $726,312 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,568,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,568,830 | 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 | $146,872 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $146,872 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $12,173 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,173 | PensionEmplBnftNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $5,519 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,519 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,977 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,988 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,989 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $133,410 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $133,410 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,294,541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,291,690 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,851 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,672,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,608,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,129,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,129,501 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,801,993 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,608,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,193,941 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,233,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $204,330 | CashBOYAmt |
| Cash EOY | $262,991 | CashEOYAmt |
| Cash EOYFMV | $262,991 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $44,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,589 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,166 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,783 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,166 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,166 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,734,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $492,557 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,963,560 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,972,447 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,746,448 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,889,560 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $26,036,929 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,560,720 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $21,134,178 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $20,476,209 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,950,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,065,753 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $20,994 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,994 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,994 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,180,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,017,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,105,860 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,159 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,084 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $132,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $202,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $137,159 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $208,084 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $36,043,033 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,809,870 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,043,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,809,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,180,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,017,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,043,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,233,163 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,809,870 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,809,870 | 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 | 2020-12-31 | $2,963,296 | $2,520,432 | $442,864 | $442,864 |
| JP MORGAN | P | 2020-12-31 | $2,029,331 | $2,121,704 | -$92,373 | -$92,373 |
| JP MORGAN | P | 2020-12-31 | $840,723 | $723,640 | $117,083 | $117,083 |
| CAPITAL GAIN DISTRIBUTION | P | 2020-12-31 | $258,738 | $258,738 | $258,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $726,312 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $35,540 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,540 | TotalPaymentsAndCreditsAmt |
| Overpayment | $35,540 | OverpaymentAmt |
| Applied To ES Tax | $35,540 | 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 | $24,572,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $463,327 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,590,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,625,393 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $29,625,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $444,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,181,012 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,459,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,459,051 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,459,051 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,459,051 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,459,051 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,193,941 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,193,941 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,193,941 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,459,051 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,018,358 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $5,656,205 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,920,059 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,335,923 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,930,545 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,193,941 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,459,051 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,734,890 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,665,435 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,018,358 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,647,077 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,656,205 | ExcessFromYear3Amt |
| Excess From Year2 | $1,920,059 | ExcessFromYear2Amt |
| Excess From Year1 | $1,335,923 | ExcessFromYear1Amt |
| Excess From Current Year | $5,734,890 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 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 | $2,760,853 |
| ALLIED ARTS FUND | ||||||
| P O BOX 4080 | RAPID CITY | SD | 57709 | PC | COMMUNITY EVENTS | $4,000 |
| BOLINAS MUSEUM | ||||||
| 48 WHARF RD | BOLINAS | CA | 94924 | PC | MUSEUM SPONSOR | $5,000 |
| CATHOLIC SOCIAL SERVICES | ||||||
| 529 KANSAS CITY ST | RAPID CITY | SD | 57701 | PC | COUNSELING FOR NEEDY | $133,000 |
| CULVER EDUCATIONAL FOUND | ||||||
| 1300 ACADEMY RD 153 | CULVER | IN | 46511 | PC | EDUCATIONAL | $20,000 |
| UNITED WAY OF THE BLACK H | ||||||
| 621 6TH ST SUITE 100 | RAPID CITY | SD | 57701 | PC | CHARITABLE | $475,000 |
| MAIN STREET SQUARE | ||||||
| 512 MAIN ST SUITE 980 | RAPID CITY | SD | 57701 | PC | COMMUNITY IMPROVEMENT | $230,000 |
| SAVORY INSTITUTE | ||||||
| 647-B S BROADWAY STE 12 | BOULDER | CO | 80305 | PC | CONSERVATION | $60,000 |
| BH AREA COMMUNITY FOUNDATION | ||||||
| 803 ST JOSEPH STREET | RAPID CITY | SD | 57701 | PC | CHARITABLE | $1,000,000 |
| THE PUTNEY SCHOOL | ||||||
| 418 HOUGHTON BROOK RD | PUTNEY | VT | 05346 | PC | EDUCATIONAL | $5,000 |
| LAKOTA NATION INVITATIONAL | ||||||
| PO BOX 3140 | RAPID CITY | SD | 57709 | PC | CULTURAL | $10,000 |
| SAN DOMENICO SCHOOL | ||||||
| 1500 BUTTERFIELD ROAD | SAN ANSELMO | CA | 94960 | PC | EDUCATIONAL | $30,000 |
| BLACK HILLS WILD HORSE SANCTUARY | ||||||
| PO BOX 998 | HOT SPRINGS | SD | 57747 | PC | CHARITABLE | $1,000 |
| BOYS AND GIRLS CLUB | ||||||
| 435 WEST 2ND STREET | MISSION | SD | 57555 | PC | CHARITABLE | $1,500 |
| CATCHING THE DREAM | ||||||
| 8200 MUNTAIN ROAD NE STE | ALBUQUERQUE | NM | 87110 | PC | SCHOLARSHIP | $10,000 |
| FRIENDS OF SD PUBLIC BROADCASTING | ||||||
| 415 MAIN STREET | RAPID CITY | SD | 57701 | PC | EDUCATIONAL | $5,000 |
| 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 | $500 |
| ONEHEART | ||||||
| 217 KANSAS CITY STE 100 | RAPID CITY | SD | 57701 | PC | CHARITABLE | $2,181,971 |
| SD HISTORICAL SOCIETY FOUNDATION | ||||||
| GOVERNORS DRIVE | PIERRE | SD | 57501 | PC | EDUCATIONAL | $500 |
| 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 | $30,000 |
| THE NATURE CONSERVANCY | ||||||
| 822 MAIN STREET | RAPID CITY | SD | 57701 | PC | CHARITABLE | $50,000 |
| YMCA | ||||||
| 815 KANSAS CITY ST | RAPID CITY | SD | 57701 | PC | CHARITABLE | $26,000 |
| SAINT MARTIN'S CHAPEL | ||||||
| 1400 SHERMAN STREET | STURGIS | SD | 57785 | PC | CHARITABLE | $45,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,129,501 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,437 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $401,537 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$222,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $726,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $910,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $910,859 | 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 | $7,977 | Amt |
| Net Investment Income | $3,988 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,989 | 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 | $7,746,448 | EOYBookValueAmt |
| EOYFMV | $8,889,560 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES-J P MORGAN INVESTMENT MGMT | StockNm |
| EOY Book Value | $492,557 | EOYBookValueAmt |
| EOYFMV | $15,963,560 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $26,036,929 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,560,720 | AccumulatedDepreciationAmt |
| Book Value | $20,476,209 | BookValueAmt |
| EOYFMV | $4,950,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|
| NOTE RECEIVABLE-UNRELATED | AT COST |
| LAND | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LEGAL FEES | $2,279 | $2,279 |
| LEGAL FEES RENTAL | $3,240 | $3,240 |
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 | $20,994 | EOYBookValueAmt |
| EOYFMV | $20,994 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LAND & BUILDINGS | |||
| INVESTMENT DEPRECIATION | $657,971 | $657,971 | |
| EXPENSES | |||
| MISC. EXPENSE | $6 | $6 | |
| INSURANCE | $5,701 | $2,850 | $2,851 |
| INSURANCE-RENTAL | $25,875 | $25,875 | |
| OFFICE EXPENSES-RENTAL | $36,302 | $36,302 | |
| OFFICE EXPENSES | $11,000 | $11,000 | |
| REPAIRS & MAINTENANCE-RENTAL | $44,903 | $44,903 | |
| UTILITIES-RENTAL | $102,959 | $102,959 | |
| INVESTMENT MANAGEMENT FEES & | $37,714 | $37,714 | |
| MISC RENTAL EXPENSE | $6,427 | $6,427 | |
| INVESTMENT EXPENSES | $66,339 | $66,339 | |
| ADVERTISING-RENTAL | $659 | $659 | |
| BAD DEBT EXPENSE - RENTAL | $170,506 | $170,506 | |
| BAD DEBT EXPENSE | $128,179 | $128,179 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DAKOTA PARTNERSHIP LOAN | Desc |
| BOY Book Value | $132,000 | BOYBookValueAmt |
| EOY Book Value | $202,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,823 | $3,823 |
| EXCISE TAX | ||
| REAL ESTATE TAXES-RENTAL | $129,587 | $129,587 |
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