BETA

SAM F WELLER FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SAM F WELLER FAMILY FOUNDATION (EIN 47-1887384)
Tax period
2017-07-01 to 2018-06-30
Filed
2020-02-06
IRS object ID
202000379349100005
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-06T14:37:34-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460434947PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELO PROF LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 249AddressLine1Txt
CityMITCHELLCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57301ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471887384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAM F WELLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMFBusinessNameControlTxt
Phone6059967717PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 249AddressLine1Txt
CityMITCHELLCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID G OLSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6059967717PhoneNum
Signature2020-02-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMIE A ELDEEN CPAPreparerPersonNm
PTINP00736101PTIN
Phone6059967717PhoneNum
Preparation2020-02-03PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,440,050FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$532,314ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$66InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$66InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,678DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,678DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,496NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$80,821GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,496CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$557,554TotalRevAndExpnssAmt
Total Net Invst Incm$25,240TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,173AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$973AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,566OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,701OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$865OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$99TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$261OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$261OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,099TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,674TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,326TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,275ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,275ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,374TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,674TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$75,601TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$474,180ExcessRevenueOverExpensesAmt
Net Investment Income$17,566NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,160CashBOYAmt
Sav And Temp Cash Invst EOY$60,011SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$60,011SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$501,538CorporateStockBOYAmt
Corporate Stock EOY$582,832CorporateStockEOYAmt
Corporate Stock EOYFMV$582,832CorporateStockEOYFMVAmt
Other Investments BOY$1,107,953OtherInvestmentsBOYAmt
Other Investments EOY$1,797,207OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,797,207OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,643,651TotalAssetsBOYAmt
Total Assets EOY$2,440,050TotalAssetsEOYAmt
Total Assets EOYFMV$2,440,050TotalAssetsEOYFMVAmt
Accounts Payable EOY$6,659AccountsPayableEOYAmt
Total Liabilities EOY$6,659TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,643,651UnrestrictedBOYAmt
Unrestricted EOY$2,433,391UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,643,651TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,433,391TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,643,651TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,440,050TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,643,651TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$474,180ExcessRevenueOverExpensesAmt
Other Increases$315,560OtherIncreasesAmt
Subtotal$2,433,391SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,433,391TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ALLERGAN INCP2016-07-062017-10-26$6,499$8,521-$2,022-$2,022
ALLERGAN INCP2016-08-112017-10-26$1,857$2,468-$611-$611
HALLIBURTON COP2016-11-162017-11-29$8,798$10,484-$1,686-$1,686
HALLIBURTON COP2017-01-272017-11-29$2,455$3,412-$957-$957
MERECK & COP2015-06-232017-11-29$13,318$13,846-$528-$528
MERECK & COP2016-08-112017-11-29$272$315-$43-$43
DELL TECHNOLOGIESP2016-09-072018-02-02$3,034$2,064$970$970
FACEBOOK INCP2015-06-092018-04-16$13,963$6,857$7,106$7,106
ORACLE CORPP2015-06-092018-04-16$11,943$11,198$745$745
NETFLIX INCP2015-06-092018-06-25$16,606$3,698$12,908$12,908
NETFLIX INCP2015-07-152018-06-25$2,076$462$1,614$1,614
FieldValueIRS element (for citing)
Capital Gain Net Income$17,496CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$957NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$71,367AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,608,607NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044366DistributionYr1Rt
Adjusted Qlfy Distri Yr2$37,933AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,526,720NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.024846DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$567,736NetVlNoncharitableAssetsYr3Amt
Total Distribution0.069212TotalDistributionRt
Average Distribution0.034606AverageDistributionRt
Net Vl Noncharitable Assets$2,210,170NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$76,485AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$176NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$76,661AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$75,601QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$351InvestmentIncomeExciseTaxAmt
Subtotal$351SubtotalAmt
Tax Based On Investment Income$351TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$351TotalPaymentsAndCreditsAmt
Original Return Tax Paid$351OriginalReturnTaxPaidAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateSDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SFWFF.ORGWebsiteAddressTxt
Individual With BooksDAVID G OLSONIndividualWithBooksNm
Phone6059967717PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11410 S MINNESOTAAddressLine1Txt
CityMITCHELLCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID G OLSON
1410 S MINNESOTAMITCHELLSD57301DIRECTOR1.00$0$0$0
TONA ROZUM
87 S HARMON DRIVEMITCHELLSD57301DIRECTOR1.00$0$0$0
KEN TRACY
614 S ANDERSON STMITCHELLSD57301DIRECTOR1.00$0$0$0
DAVID BROOKS
PO BOX 87LETCHERSD57359DIRECTOR1.00$0$0$0
TRUDY MORGAN
1421 MITCHELL BLVDMITCHELLSD57301DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$550,124AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$68,503AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,625,200FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,243,827TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,243,827AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,657CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,210,170NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,509MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,509MinimumInvestmentReturnAmt
Tax Based On Investment Income$351TaxBasedOnInvestmentIncomeAmt
Total Tax$351TotalTaxAmt
Distributable Before Adj$110,158DistributableBeforeAdjAmt
Distributable Before Ded$110,158DistributableBeforeDedAmt
Distributable As Adjusted$110,158DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,601ExpensesAndContributionsAmt
Qualifying Distributions$75,601QualifyingDistributionsAmt
Adjusted Qualifying Distri$75,601AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,158DistributableAsAdjustedAmt
Undistributed Income PY$75,518UndistributedIncomePYAmt
Qualifying Distributions$75,601QualifyingDistributionsAmt
Applied To Year1$75,518AppliedToYear1Amt
Applied To Current Year$83AppliedToCurrentYearAmt
Undistributed Income CY$110,075UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID G OLSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 249AddressLine1Txt
CityMITCHELLCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6059967717RecipientPhoneNum
Recipient Email AddressDAVE.OLSON@ELOCPA.COMRecipientEmailAddressTxt
Form And Info And MaterialsGRANT APPLICATION SUMMARY NAME OF ORGANIZATION______________________________________________ ____ DATE ORGANIZED_______________ ADDRESS___________________________________________________ _______ WEBSITE__________________________ CONTACT NAME____________________________________ CONTACT PHONE S___________________________________ CONTACT EMAIL ADDRESS____________________________________________ DATE SUBMITTED______________ AGENCY OBJECTIVE/PURPOSE: (DESCRIBE IN COMPLETE DETAIL) __________________________________________________________ __________________________________________________________ ________ TARGET POPULATION SERVED: (AGE, GENDER, SPECIAL INTEREST, ETC.) __________________________________________________________ __________________________________________________________ ________ TYPE OF FUNDING (CIRCLE) PROGRAM EQUIPMENT SPECIAL PURPOSE DESCRIPTION OF EXPENDITURE FOR WHICH FUNDING IS REQUESTED: __________________________________________________________ _________________________FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUNIOR ACHIEVEMENT
1000 N WEST AVESUITE 110SIOUX FALLSSD57104NONE501C3PROVIDE CLASSROOM PROGRAM MATERIALS$1,200
LAKEVIEW LAWN BOWLING
3300 N OHLMAN STPO BOX 311MITCHELLSD57301NONE501C3PURCHASE CHILD-SIZED BALL$875
MITCHELL AREA HISTORICAL SOCIETY
119 WEST THIRD AVENUEMITCHELLSD57301NONE501C3CLIMATE CONTROL FOR BASEMENT STORAGE$4,500
MITCHELL LIONS FOUNDATION
PO BOX 575MITCHELLSD57301NONE501C3SUPPORT OF ORGANIZATION$2,000
ST MARY'S EPISCOPAL CHURCH
214 W 3RD AVEMITCHELLSD57301NONE501C3RESTORATION OF WINDOWS AND DOORS$30,000
ABBOTT HOUSE
909 CT MERRILL STMITCHELLSD57301NONE501C3NEW COUNSELING PROGRAM$5,000
MITCHELL AQUATIC CLUB
1401 N MAIN STPO BOX 1371MITCHELLSD57301NONE501C3NEW POOL$10,000
MITCHELL PREHISTORIC INDIAN VILLAGE
3200 INDIAN VILLAGE RDPO BOX 621MITCHELLSD57301NONE501C3TECHNOLOGY IMPROVEMENT$5,000
MITCHELL CASA
115 E 11TH AVEMITCHELLSD57301NONE501C3VIDEO PRODUCTION$2,500
MITCHELL AREA SAFEHOUSE
1809 N WISCONSINMITCHELLSD57301NONE501C3INTERIOR PAINTING$2,200
MITCHELL AQUATIC CLUB
1401 N MAIN STPO BOX 1371MITCHELLSD57301NONE501C3NEW POOL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,275TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,678ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,496RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,744ExclusionAmt
Related Or Exempt Function Incm$17,496RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,240TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRICHARD WELLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124020 TWIN SPRINGS ROADAddressLine1Txt
CityRAPID CITYCityNm
State AbbreviationSDStateAbbreviationCd
ZIP577026546ZIPCd
FieldValueIRS element (for citing)
Total Contributions$532,314TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVARIABLE ANNUITYNoncashPropertyDesc
Fair Market Value$532,314FairMarketValueAmt
Received2017-07-24ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$2,173Amt
Net Investment Income$973NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,200DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE EQUITIESStockNm
EOY Book Value$582,832EOYBookValueAmt
EOYFMV$582,832EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDSFMV$37,979$37,979
VARIABLE ANNUITY - 7804FMV$1,165,038$1,165,038
VARIABLE ANNUITY - 1491FMV$594,190$594,190

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
WEBSITE DEVELOPMENT$198$198
FILING FEES$63$63

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$315,560Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES & CHARGES$6,701$6,701
OTHER PROFESSIONAL FEES$865$865

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$99Amt

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