BLACK HILLS AREA COMMUNITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BLACK HILLS AREA COMMUNITY FOUNDATION (EIN 36-3608635)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-25
- IRS object ID
- 202502379349301370
- Schema version
- 2024v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-25T14:20:32-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363608635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACK HILLS AREA COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAC | BusinessNameControlTxt |
| Phone | 6057180112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 803 ST JOSEPH STREET | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS HUBER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6057180112 | PhoneNum |
| Signature | 2025-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACI HANSON CPA | PreparerPersonNm |
| PTIN | P02055725 | PTIN |
| Phone | 6053425630 | PhoneNum |
| Preparation | 2025-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRIS HUBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 803 ST JOSEPH ST | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,813,726 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BHACF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | SD | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL, SCIENTIFIC, LITERARY AND CHARITABLE SUPPORT IN BROAD AREAS INCLUDING DEVELOPMENT OF BOTH QUALITY AND QUANTITY OF ECONOMIC GROWTH IN THE RAPID CITY AND BLACK HILLS AREA | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,383,751 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,152,019 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,941,023 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,694,212 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,591 | PYOtherRevenueAmt |
| CY Other Revenue | $19,451 | CYOtherRevenueAmt |
| PY Total Revenue | $7,342,365 | PYTotalRevenueAmt |
| CY Total Revenue | $13,865,682 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,387,776 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,349,072 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $732,233 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $791,188 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $76,103 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | -$811,384 | PYOtherExpensesAmt |
| CY Other Expenses | $4,717,501 | CYOtherExpensesAmt |
| PY Total Expenses | $7,308,625 | PYTotalExpensesAmt |
| CY Total Expenses | $9,857,761 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,740 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,007,921 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,009,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,897,711 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,697,043 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,508,718 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,311,957 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,388,993 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EDUCATIONAL, SCIENTIFIC, LITERARY AND CHARITABLE SUPPORT IN BROAD AREAS INCLUDING DEVELOPMENT OF BOTH QUALITY AND QUANTITY OF ECONOMIC GROWTH IN THE RAPID CITY AND BLACK HILLS AREA | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,376,413 | ExpenseAmt |
| Grant | $4,349,072 | GrantAmt |
| Desc | THE FOUNDATION PROVIDES EDUCATIONAL SCHOLARSHIPS AND DONATIONS TO VARIOUS COMMUNITY ORGANIZATIONS IN ORDER TO IMPROVE THE QUALITY OF LIFE OF THE PEOPLE IN THE BLACK HILLS REGION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $148,932 | ExpenseAmt |
| Desc | THE FOUNDATION POOLS INVESTMENTS FOR VARIOUS COMMUNITY CHARITIES, IN ORDER TO INVEST THEIR FUNDS AT FAVORABLE INVESTMENT RATES WITH RELIABLE INVESTMENT VEHICLES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,525,345 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARB KEENE | PersonNm |
| Phone | 6057180112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2443 FOUNDERS PARK DRIVE SUITE 102 | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| CHRIS HUBER | ||||||
| CEO | 50.00 | Yes (X) | $133,000 | $0 | $6,650 | |
| TERRY HERMANN | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELIZABETH ZIEGLMEIER | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KELLY BUNTROCK | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE FLANERY | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE HELMERS | ||||||
| PAST CHAIR | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| URLA MARCUS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RC SCULL | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WILLIE HUSTEAD | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRAD BENHAM | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOSEPH LUX | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KASSIE MCKIE SHIFFERMILLER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR ROGER KNUTSEN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE TENNYSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PRISCILLA ROMKEMA PHD | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RICHARD WAHLSTROM | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARIE HIGH BEAR | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JUSTIN DIBONA | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $133,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,650 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCULL CONSTRUCTION SERVICES INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 803 INDUSTRIAL AVE | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION | ServicesDesc |
| Compensation | $1,422,082 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $12,152,019 | AllOtherContributionsAmt |
| Noncash Contributions | $3,748,241 | NoncashContributionsAmt |
| Total Contributions | $12,152,019 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,754,610 | TotalRevenueColumnAmt |
| Exclusion | $1,754,610 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,410,333 | SecuritiesAmt |
| Other | $477,313 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,322,273 | SecuritiesAmt |
| Other | $625,771 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,060 | SecuritiesAmt |
| Other | -$148,458 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$60,398 | TotalRevenueColumnAmt |
| Exclusion | -$60,398 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CASH VALUE LIFE INSURANCE | 900099 | $16,469 | $16,469 |
| MISCELLANEOUS REV | 900099 | $2,982 | $2,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,451 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,865,682 | TotalRevenueColumnAmt |
| Exclusion | $1,713,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,241,297 | TotalAmt |
| Program Services | $4,241,297 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,775 | TotalAmt |
| Program Services | $107,775 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,651 | TotalAmt |
| Program Services | $90,773 | ProgramServicesAmt |
| Management And General | $41,895 | ManagementAndGeneralAmt |
| Fundraising | $6,983 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,895 | TotalAmt |
| Program Services | $401,727 | ProgramServicesAmt |
| Management And General | $114,778 | ManagementAndGeneralAmt |
| Fundraising | $57,390 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,475 | TotalAmt |
| Program Services | $19,176 | ProgramServicesAmt |
| Management And General | $3,126 | ManagementAndGeneralAmt |
| Fundraising | $1,173 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,167 | TotalAmt |
| Program Services | $42,250 | ProgramServicesAmt |
| Management And General | $9,209 | ManagementAndGeneralAmt |
| Fundraising | $2,708 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,633 | TotalAmt |
| Program Services | $71,706 | ProgramServicesAmt |
| Management And General | $13,445 | ManagementAndGeneralAmt |
| Fundraising | $4,482 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,932 | TotalAmt |
| Program Services | $148,932 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,834,897 | TotalAmt |
| Program Services | $1,834,897 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,574 | TotalAmt |
| Program Services | $6,574 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,850 | TotalAmt |
| Program Services | $24,702 | ProgramServicesAmt |
| Management And General | $25,148 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,145 | TotalAmt |
| Program Services | $46,145 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,670 | TotalAmt |
| Program Services | $79,650 | ProgramServicesAmt |
| Management And General | $32,020 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,085 | TotalAmt |
| Program Services | $38,882 | ProgramServicesAmt |
| Management And General | $802 | ManagementAndGeneralAmt |
| Fundraising | $401 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,662 | TotalAmt |
| Program Services | $22,247 | ProgramServicesAmt |
| Management And General | $4,449 | ManagementAndGeneralAmt |
| Fundraising | $2,966 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,156 | TotalAmt |
| Program Services | $47,156 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,571 | TotalAmt |
| Program Services | $1,786 | ProgramServicesAmt |
| Management And General | $1,785 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,450 | TotalAmt |
| Program Services | $19,088 | ProgramServicesAmt |
| Management And General | $6,362 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DISCOUNT ON PROGR. LOANS | $2,166,319 | $2,166,319 | |
| PROVISION FOR CREDIT LOSS | $622,941 | $622,941 | |
| SUPPLIES & SPEC EVENTS | $164,685 | $161,391 | $3,294 |
| INCURRED ON BEHALF OF OTH | -$670,069 | -$670,069 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,857,761 | TotalAmt |
| Program Services | $9,525,345 | ProgramServicesAmt |
| Management And General | $256,313 | ManagementAndGeneralAmt |
| Fundraising | $76,103 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,494,382 | BOYAmt |
| EOY | $4,423,620 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,534,917 | BOYAmt |
| EOY | $5,000,553 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $44,969 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,433 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,107 | BOYAmt |
| EOY | $20,536 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,152,453 | BOYAmt |
| EOY | $56,621,857 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,641 | BOYAmt |
| EOY | $830,645 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,009,000 | BOYAmt |
| EOY | $66,897,711 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,763 | BOYAmt |
| EOY | $25,695 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,824,332 | BOYAmt |
| EOY | $15,608,969 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,199,754 | BOYAmt |
| EOY | $1,246,910 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,194 | BOYAmt |
| EOY | $627,144 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,697,043 | BOYAmt |
| EOY | $17,508,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,807,436 | BOYAmt |
| EOY | $48,000,644 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,504,521 | BOYAmt |
| EOY | $1,388,349 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,311,957 | BOYAmt |
| EOY | $49,388,993 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,009,000 | BOYAmt |
| EOY | $66,897,711 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,007,921 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,189,888 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$120,773 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,176,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,588,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,107,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,383,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,152,019 | CurrentTaxYearAmt |
| Total | $50,407,989 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,176,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,588,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,107,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,383,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,152,019 | CurrentTaxYearAmt |
| Total | $50,407,989 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,824,387 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,583,602 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $734,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $513,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $743,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,230,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,754,610 | CurrentTaxYearAmt |
| Total | $4,977,032 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,451 | CurrentTaxYearAmt |
| Total | $72,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,457,090 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,439 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 52,618 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 64 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $8,637,739 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,970,148 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $22,408,051 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,330,745 | BeginningYearBalanceAmt |
| Contributions | $3,623,233 | ContributionsAmt |
| Investment Earnings Or Losses | $2,173,106 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $809,509 | OtherExpendituresAmt |
| End Year Balance | $21,317,575 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,175,011 | BeginningYearBalanceAmt |
| Contributions | $1,491,063 | ContributionsAmt |
| Investment Earnings Or Losses | $2,286,032 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $621,361 | OtherExpendituresAmt |
| End Year Balance | $16,330,745 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,648,969 | BeginningYearBalanceAmt |
| Contributions | $2,002,066 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,920,573 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $555,451 | OtherExpendituresAmt |
| End Year Balance | $13,175,011 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,436,752 | BeginningYearBalanceAmt |
| Contributions | $1,035,015 | ContributionsAmt |
| Investment Earnings Or Losses | $1,677,362 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,160 | OtherExpendituresAmt |
| End Year Balance | $13,648,969 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,862,646 | BeginningYearBalanceAmt |
| Contributions | $670,740 | ContributionsAmt |
| Investment Earnings Or Losses | $1,299,453 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $396,087 | OtherExpendituresAmt |
| End Year Balance | $11,436,752 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01140 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00660 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,969 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,433 | DepreciationAmt |
| Book Value | $20,536 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,536 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON STOCK | $21,851,497 | F |
| TREASURY BONDS | $20,691,224 | F |
| MUTUAL FUNDS | $14,079,136 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $56,621,857 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY - OPERATING LEASE | Desc |
| Amt | $627,144 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $627,144 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,570,087 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,189,888 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $663,448 | OtherRevenueAmt |
| Revenue Not Reported | $3,853,336 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,716,751 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $148,932 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $148,931 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,865,682 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,493,051 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $784,224 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $784,224 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,708,827 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $148,932 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $148,934 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,857,761 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | THE FOUNDATION ACTS AS AN AGENT FOR DONORS BY RECEIVING ASSETS UNDER AGREEMENTS IN WHICH THE DONOR HAS NAMED ITSELF AS THE BENEFICIARY. FOR FINANCIAL STATEMENT PURPOSES, THE FOUNDATION HAS RECOGNIZED A LIABILITY TO THE DONOR. THE DONORS INTEND TO ENDOW SUCH FUNDS WITH THE FOUNDATION, AND EXPECT THAT CERTAIN PRINCIPAL AND INVESTMENT GAIN OR LOSS WILL BE RETURNED. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NOT CONSIDERED A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(1) AND QUALIFES FOR DEDUCTIBLE CONTRIBUTIONS UNDER SECTION 170(B)(1)(A)(VI). THE FOUNDATION IS NOT LIABLE FOR INCOME TAXES IF IT OPERATES WITHIN THE CONFINES OF ITS EXEMPT STATUS. HOWEVER, THE FOUNDATION MAY BE RESPONSIBLE FOR TAXES ON UNRELATED BUSINESS ACTIVITIES. IN THE EVENT OF AN EXAMINATION OF THE INCOME TAX RETURNS BY TAXING AUTHORITIES, THE TAX LIABILITY OF THE FOUNDATION COULD BE CHANGED IF AN ADJUSTMENT IN THE TAX-EXEMPT PURPOSE IS DETERMINED OR THE TAXING AUTHORITIES DETERMINE THE FOUNDATION HAS ENGAGED IN UNRELATED BUSINESS ACTIVITES. THERE WERE NO UNRELATED BUSINESS ACTIVITIES FOR THE YEAR ENDED DECEMBER 31, 2024. AS OF DECEMBER 31, 2024, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATION, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN THE TAX LAW AND NEW AUTHORITATIVE RULINGS. THE FOUNDATION BELIEVES ITS ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. INTEREST AND PENALTIES ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, ARE INCLUDED IN INTEREST EXPENSE. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FUND MANAGEMENT FEES 663,448 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | ROUNDING -1 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUND MANAGEMENT FEES 623,461 INTERFUND CLASSIFICATIONS 160,763 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | ROUNDING 2 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (102 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABBOTT HOUSE | |||||||
| 909 COURT MERRILL | MITCHELL | SD | 57301 | 460229822 | 3 | $9,500 | COMMUNITY WELFARE |
| ABSAROKA BEARTOOTH WILDERNESS FOUND | |||||||
| PO BOX 392 | RED LODGE | MT | 59068 | 320320146 | 3 | $8,000 | EDUCATION |
| ABSAROKEE COMMUNITY FOUNDATION | |||||||
| PO BOX 72 | ABSAROKEE | MT | 59001 | 731658638 | 3 | $7,000 | EDUCATION |
| AMERICAN CANCER SOCIETY | |||||||
| 3380 CHASTAIN MEADOWS PKY NW 200 | KENNESAW | GA | 30144 | 131788491 | 3 | $6,000 | COMMUNITY WELFARE |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 3 | $7,500 | COMMUNITY WELFARE |
| AMERICAN RED CROSS | |||||||
| 1221 N MAPLE AVENUE | RAPID CITY | SD | 57701 | 530196605 | 3 | $62,500 | COMMUNITY WELFARE |
| BATTLE MOUNTAIN HUMANE SOCIETY | |||||||
| 14109 SD HWY 40 | HERMOSA | SD | 57744 | 205814735 | 3 | $11,130 | COMMUNITY WELFARE |
| BIG BROTHERS BIG SISTERS | |||||||
| 425 KANSAS CITY ST | RAPID CITY | SD | 57701 | 460282706 | 3 | $68,244 | COMMUNITY WELFARE |
| BLACK HILLS AREA HABITAT FOR HUMANI | |||||||
| 610 E OMAHA ST | RAPID CITY | SD | 57701 | 460410933 | 3 | $7,856 | COMMUNITY WELFARE |
| BLACK HILLS BADGES FOR HOPE | |||||||
| PO BOX 3842 | RAPID CITY | SD | 57709 | 825471458 | 3 | $11,106 | COMMUNITY WELFARE |
| BLACK HILLS COMMUNITY THEATRE | |||||||
| PO BOX 4007 | RAPID CITY | SD | 57709 | 510172470 | 3 | $8,150 | COMMUNITY WELFARE |
| BLACK HILLS PARKS AND FORESTS ASSOC | |||||||
| 26611 US HIGHWAY 385 | HOT SPRINGS | SD | 57747 | 466017180 | 3 | $50,866 | COMMUNITY WELFARE |
| BLACK HILLS PLAYHOUSE | |||||||
| PO BOX 2513 | RAPID CITY | SD | 57709 | 460215866 | 3 | $14,116 | EDUCATION |
| BLACK HILLS RAPTOR CENTER | |||||||
| PO BOX 9713 | RAPID CITY | SD | 57709 | 274423598 | 3 | $11,255 | COMMUNITY WELFARE |
| BLACK HILLS STATE UNIVERSITY FOUNDA | |||||||
| 1200 UNIVERSITY STREET UNIT 9506 | SPEARFISH | SD | 57783 | 237428348 | 3 | $10,000 | EDUCATION |
| BLACK HILLS SYMPHONY ORCHESTRA SOCI | |||||||
| PO BOX 2246 | RAPID CITY | SD | 57709 | 460347796 | 3 | $10,902 | COMMUNITY WELFARE |
| BLACK HILLS TRAILS | |||||||
| PO BOX 661 | STURGIS | SD | 57785 | 900966680 | 3 | $35,000 | COMMUNITY WELFARE |
| BLACK HILLS WORKS FOUNDATION | |||||||
| 3650 RANGE ROAD | RAPID CITY | SD | 57702 | 460363653 | 3 | $49,250 | COMMUNITY WELFARE |
| BOOTH SOCIETY INC | |||||||
| 423 HATCHERY CIR | SPEARFISH | SD | 57783 | 460406318 | 3 | $10,000 | COMMUNITY WELFARE |
| BOYS AND GIRLS CLUB OF THE BLACK HI | |||||||
| PO BOX 677 | HILL CITY | SD | 57745 | 460332124 | 3 | $106,000 | COMMUNITY WELFARE |
| CALVARY LUTHERAN CHURCH | |||||||
| 5311 SHERIDAN LAKE ROAD | RAPID CITY | SD | 57702 | 460277588 | 3 | $19,900 | COMMUNITY WELFARE |
| CANTE WAUNSILPI WI TA OMINICIYE | |||||||
| PO BOX 887 | RAPID CITY | SD | 57709 | 931756989 | 3 | $5,750 | COMMUNITY WELFARE |
| CANYON LAKE ACTIVITY CENTER | |||||||
| 2900 CANYON LAKE DR | RAPID CITY | SD | 57702 | 460309837 | 3 | $10,456 | COMMUNITY WELFARE |
| CASA 7TH CIRCUIT | |||||||
| 2650 JACKSON BLVD | RAPID CITY | SD | 57702 | 460399483 | 3 | $16,500 | COMMUNITY WELFARE |
| CATHEDRAL OF OUR LADY OF PERPETUAL | |||||||
| 520 CATHEDRAL DR | RAPID CITY | SD | 57701 | 460254997 | 3 | $7,776 | COMMUNITY WELFARE |
| CHILDRENS HOME FOUNDATION | |||||||
| PO BOX 1749 | SIOUX FALLS | SD | 57101 | 460366277 | 3 | $109,212 | COMMUNITY WELFARE |
| CHILDREN'S HOME SOCIETY OF SD | |||||||
| 801 N SYCAMORE AVE | SIOUX FALLS | SD | 57110 | 460224542 | 3 | $20,450 | COMMUNITY WELFARE |
| CORNERSTONE RESCUE MISSION | |||||||
| PO BOX 2188 | RAPID CITY | SD | 57709 | 363296431 | 3 | $21,500 | COMMUNITY WELFARE |
| DEADWOOD HISTORY INC | |||||||
| 150 SHERMAN ST | DEADWOOD | SD | 57732 | 320373094 | 3 | $20,000 | EDUCATION |
| DIVINE SHERPHERD LUTHERAN CHURCH | |||||||
| 7308 WEDGEWOOD DR | BLACK HAWK | SD | 57718 | 460396665 | 3 | $11,200 | COMMUNITY WELFARE |
| ELEVATE FOUNDATION INC | |||||||
| 18 E MAIN ST | RAPID CITY | SD | 57701 | 200009589 | 3 | $30,000 | COMMUNITY WELFARE |
| ELEVATE RAPID CITY | |||||||
| 18 EAST MAIN ST | RAPID CITY | SD | 57701 | 460118545 | 6 | $10,000 | COMMUNITY WELFARE |
| EMMANUEL EPISCOPAL CHURCH | |||||||
| 717 QUINCY ST | RAPID CITY | SD | 57701 | 466003974 | 3 | $42,996 | COMMUNITY WELFARE |
| FEEDING SOUTH DAKOTA | |||||||
| 3511 N 1ST AVE | SIOUX FALLS | SD | 57104 | 363293534 | 3 | $58,100 | COMMUNITY WELFARE |
| FISHER HOUSE FOUNDATION | |||||||
| 12300 TWINBROOK PKWY SUITE 410 | ROCKVILLE | MD | 20852 | 113158401 | 3 | $10,000 | COMMUNITY WELFARE |
| FORK REAL COMMUNITY CAFE | |||||||
| 324 ST JOSEPH STREET | RAPID CITY | SD | 57702 | 813611770 | 3 | $10,700 | COMMUNITY WELFARE |
| FRIENDS OF SDPB | |||||||
| PO BOX 5000 | VERMILLION | SD | 57069 | 237310698 | 3 | $31,129 | COMMUNITY WELFARE |
| FRIENDS OF THE CHILDREN - HE SAPA | |||||||
| PO BOX 3352 | RAPID CITY | SD | 57709 | 882636267 | 3 | $64,000 | COMMUNITY WELFARE |
| HAAKON SCHOOL DISTRICT NO 27-1 | |||||||
| PO BOX 730 | PHILIP | SD | 57567 | 460309945 | GOV | $9,300 | COMMUNITY WELFARE |
| HANSON LARSEN MEMORIAL PARK FOUNDAT | |||||||
| PO BOX 90 | RAPID CITY | SD | 57709 | 201969477 | 3 | $18,344 | COMMUNITY WELFARE |
| HELPLINE CENTER INC | |||||||
| 3817 S ELMWOOD AVE | SIOUX FALLS | SD | 57105 | 237424387 | 3 | $21,000 | COMMUNITY WELFARE |
| HUMANE SOCIETY OF CUSTER AREA | |||||||
| 707 LINCOLN ST | CUSTER | SD | 57730 | 460431701 | 3 | $6,130 | COMMUNITY WELFARE |
| HUMANE SOCIETY OF THE BLACK HILLS | |||||||
| 1820 E ST PATRICK ST | RAPID CITY | SD | 57701 | 460396967 | 3 | $39,140 | COMMUNITY WELFARE |
| IZAAK WALTON LEAGUE RC CHAPTER | |||||||
| PO BOX 969 | RAPID CITY | SD | 57709 | 466014969 | 3 | $19,651 | COMMUNITY WELFARE |
| KIDS DESERVE DADS | |||||||
| 332 FRANKLIN ST | RAPID CITY | SD | 57701 | 823510748 | 3 | $6,250 | COMMUNITY WELFARE |
| LOVE INC | |||||||
| PO BOX 3255 | RAPID CITY | SD | 57702 | 460460539 | 3 | $6,000 | COMMUNITY WELFARE |
| MAKE A WISH SOUTH DAKOTA | |||||||
| 1400 W 17TH STREET | SIOUX FALLS | SD | 57104 | 460375953 | 3 | $22,529 | COMMUNITY WELFARE |
| MAMMOTH SITE OF HOT SPRINGS | |||||||
| 1800 HWY 18 TRUCK RT | HOT SPRINGS | SD | 57747 | 460337824 | 3 | $8,000 | COMMUNITY WELFARE |
| MEADE COUNTY SCHOOL DISTRICT | |||||||
| 1230 DOUGLAS ST | STURGIS | SD | 57785 | 460307398 | GOV | $14,832 | EDUCATION |
| MIDTOWN CHURCH | |||||||
| 4719 WILLIAMS ST | RAPID CITY | SD | 57703 | 812678771 | 3 | $12,500 | COMMUNITY WELFARE |
| NATIONAL MS UPPER MIDWEST CHAPTER | |||||||
| 200 12 AVENUE | MINNEAPOLIS | MN | 55415 | 410790658 | 3 | $10,000 | COMMUNITY WELFARE |
| NATURE CONSERVANCY INC | |||||||
| PO BOX 234 | RAPID CITY | SD | 57709 | 843404766 | 3 | $32,000 | COMMUNITY WELFARE |
| NAU FOUNDATION | |||||||
| 5301 MT RUSHMORE RD | RAPID CITY | SD | 57709 | 237010355 | 3 | $148,205 | EDUCATION |
| NORTHERN HILLS DIVERSION | |||||||
| PO BOX 227 | DEADWOOD | SD | 57732 | 460439254 | 3 | $15,000 | COMMUNITY WELFARE |
| ONEHEART | |||||||
| 217 KANSAS CITY STREET STE 100 | RAPID CITY | SD | 57701 | 834200317 | 3 | $771,369 | COMMUNITY WELFARE |
| OPERATION SMILE | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | 541460147 | 3 | $25,000 | COMMUNITY WELFARE |
| PARKWAY BAPTIST CHURCH | |||||||
| 1715 LEE VICTORY PARKWAY | SMYRNA | TN | 37167 | 450522192 | 3 | $10,000 | COMMUNITY WELFARE |
| PATHWAYS SPIRITUAL SANCTUARY INC | |||||||
| 21793 JUSO RANCH RD | LEAD | SD | 57754 | 452790387 | 3 | $14,657 | COMMUNITY WELFARE |
| PEACE LUTHERAN CHURCH | |||||||
| 219 E SAINT ANNE ST | RAPID CITY | SD | 57701 | 460310227 | 3 | $5,720 | COMMUNITY WELFARE |
| PENNINGTON COUNTY EMERGENCY MGMT | |||||||
| 130 KANSAS CITY ST STE 130A | RAPID CITY | SD | 57701 | GOV | $47,252 | COMMUNITY WELFARE | |
| PENNINGTON COUNTY SEARCH AND RESCUE | |||||||
| PO BOX 391 | RAPID CITY | SD | 57709 | 466379704 | 3 | $19,237 | COMMUNITY WELFARE |
| PENNINGTON COUNTY SHERIFFS OFFICE | |||||||
| 300 KANSAS CITY ST STE 100 | RAPID CITY | SD | 57701 | 883862288 | 3 | $22,000 | COMMUNITY WELFARE |
| PHILIP HEALTH SERVICES | |||||||
| PO BOX 790 | PHILIP | SD | 57567 | 460361016 | 3 | $9,300 | COMMUNITY WELFARE |
| RAPID CITY AREA SCHOOLS | |||||||
| 625 9TH STREET STE 620 | RAPID CITY | SD | 57701 | 466002688 | GOV | $83,967 | EDUCATION |
| RAPID CITY ARTS COUNCIL | |||||||
| 713 7TH STREET | RAPID CITY | SD | 57701 | 237176252 | 3 | $9,785 | EDUCATION |
| RAPID CITY CATHOLIC SCHOOLS | |||||||
| 300 FAIRMONT BOULEVARD | RAPID CITY | SD | 57701 | 460372011 | 3 | $126,300 | SCHOLARSHIPS |
| RAPID CITY CLUB FOR BOYS INC | |||||||
| 320 N 4TH ST | RAPID CITY | SD | 57709 | 460277778 | 3 | $32,750 | COMMUNITY WELFARE |
| RAPID CITY LIBRARY FOUNDATION | |||||||
| PO BOX 1015 | RAPID CITY | SD | 57709 | 460442680 | 3 | $56,501 | EDUCATION |
| RE-MEMBER | |||||||
| PO BOX 5054 | PINE RIDGE | SD | 57770 | 383553177 | 3 | $129,860 | COMMUNITY WELFARE |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| PO BOX 96066 | WASHINGTON | DC | 20090 | 460371152 | 3 | $25,000 | COMMUNITY WELFARE |
| SALVATION ARMY | |||||||
| PO BOX 3269 | RAPID CITY | SD | 57709 | 222406433 | 3 | $21,500 | COMMUNITY WELFARE |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 3 | $28,000 | COMMUNITY WELFARE |
| SD ASSOC FOR EDUCATION OF YOUNG CHI | |||||||
| PO BOX 44 | BOX ELDER | SD | 57719 | 460371120 | 3 | $63,613 | EDUCATION |
| SD EDUCATION EQUITY COALITION | |||||||
| PO BOX 557 | BLACK HAWK | SD | 57718 | 880727247 | 3 | $25,000 | EDUCATION |
| SD ELLSWORTH DEVELOPMENT AUTHORITY | |||||||
| PO BOX 477 | RAPID CITY | SD | 57709 | GOV | $10,200 | COMMUNITY WELFARE | |
| SD HALL OF FAME | |||||||
| 1480 S MAIN ST | CHAMBERLAIN | SD | 57325 | 460324210 | 3 | $10,000 | EDUCATION |
| SD PARKS & WILDLIFE FOUNDATION | |||||||
| 523 EAST CAPITOL | PIERRE | SD | 57501 | 460387968 | 3 | $62,000 | COMMUNITY WELFARE |
| SDSM&T FOUNDATION | |||||||
| 306 EAST SAINT JOSEPH STREET | RAPID CITY | SD | 57701 | 466011771 | 3 | $24,200 | COMMUNITY WELFARE |
| SEQUEL INC | |||||||
| 318 MOUNT RUSHMORE RD STE C | RAPID CITY | SD | 57701 | 854297434 | 3 | $75,000 | COMMUNITY WELFARE |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| PO BOX 31356 | TAMPA | FL | 33631 | 042121377 | 3 | $10,000 | COMMUNITY WELFARE |
| SOUTH DAKOTA SERVICE DOGS FOUNDATIO | |||||||
| 8403 OKPEALUK ST | RAPID CITY | SD | 57702 | 871592012 | 3 | $10,000 | COMMUNITY WELFARE |
| SPECIAL OLYMPICS OF SOUTH DAKOTA | |||||||
| 800 EI-90 LANE | SIOUX FALLS | SD | 57104 | 460359776 | 3 | $10,000 | COMMUNITY WELFARE |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 3 | $12,000 | COMMUNITY WELFARE |
| ST OLAF COLLEGE | |||||||
| 1520 ST OLAF AVENUE | NORTHFIELD | MN | 55057 | 410693979 | 3 | $76,718 | EDUCATION |
| STORYBOOK ISLAND INC | |||||||
| PO BOX 9196 | RAPID CITY | SD | 57709 | 460260003 | 3 | $7,220 | COMMUNITY WELFARE |
| STURGIS UNITED METHODIST CHURCH | |||||||
| PO BOX 757 | STURGIS | SD | 57785 | 460311215 | 3 | $20,000 | GENERAL SUPPORT |
| SUNCATCHER THERAPEUTIC RIDING ACADE | |||||||
| PO BOX 3975 | RAPID CITY | SD | 57709 | 460461253 | 3 | $6,000 | COMMUNITY WELFARE |
| SUPPORTERS FOR HILL CITY AMBULANCE | |||||||
| 24241 US HWY 385 | CUSTER | SD | 57730 | 920560565 | 3 | $20,179 | COMMUNITY WELFARE |
| TEEN COURT | |||||||
| 68 SHERMAN STREET SUITE 213 | DEADWOOD | SD | 57732 | 460439254 | 3 | $6,000 | COMMUINITY WELFARE |
| THUNDER VALLEY COMM DEVEL CORP | |||||||
| PO BOX 290 | PORCUPINE | SD | 57772 | 208090454 | 3 | $62,500 | COMMINITY WELFARE |
| UNITED WAY OF THE BLACK HILLS | |||||||
| 621 6TH STREET SUITE 100 | RAPID CITY | SD | 57701 | 460259754 | 3 | $48,800 | COMMUNITY WELFARE |
| UNIVERSITY OF SOUTH DAKOTA FOUNDATI | |||||||
| 1110 N DAKOTA | VERMILLION | SD | 57069 | 466018891 | 3 | $10,250 | EDUCATION |
| VOUNTEERS OF AMERICA NORTHERN ROCKI | |||||||
| 111 NEW YORK ST | RAPID CITY | SD | 57701 | 830280532 | 3 | $9,500 | COMMUNITY WELFARE |
| WAMBLI SKA SOCIETY | |||||||
| 669 AIRWAY CT | BOX ELDER | SD | 57719 | 472188252 | 3 | $75,606 | COMMUNITY WELFARE |
| WAVI | |||||||
| 527 QUINCY STREET | RAPID CITY | SD | 57701 | 460355127 | 3 | $26,806 | COMMUNITY WELFARE |
| WESTERN HILLS HUMANE SOCIETY | |||||||
| 324 INDUSTRIAL DR | SPEARFISH | SD | 57783 | 460381354 | 3 | $15,000 | COMMUNITY WELFARE |
| WESTERN SD SENIOR SERVICES | |||||||
| 1621 SHERIDAN LAKE ROAD STE C | RAPID CITY | SD | 57702 | 460362991 | 3 | $37,898 | COMMUNITY WELFARE |
| WHISPERING PINES VOLUNTEER FIRE DEP | |||||||
| 7980 CLARKSON RD | RAPID CITY | SD | 57709 | 460385125 | 3 | $9,000 | COMMUNITY WELFARE |
| WHITEFISH COMMUNITY FOUNDATION | |||||||
| PO BOX 1060 | WHITEFISH | MT | 59937 | 810533002 | 3 | $50,000 | COMMUNITY WELFARE |
| WORLD VISION INC | |||||||
| 4325 UPTON AVE | MINNEAPOLIS | MN | 55410 | 951922279 | 3 | $150,000 | COMMUNITY WELFARE |
| YMCA OF RAPID CITY | |||||||
| 815 KANSAS CITY ST | RAPID CITY | SD | 57701 | 460227218 | 3 | $17,300 | COMMUNITY WELFARE |
| YOUTH AND FAMILY SERVICES | |||||||
| PO BOX 2813 | RAPID CITY | SD | 577092813 | 466017085 | 3 | $109,158 | COMMUNITY WELFARE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 105 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 48 | RecipientCnt |
| Cash Grant | $107,775 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | TO ENSURE THAT FUNDS ARE USED TO MEET THE COMMUNITY'S CHARITABLE NEEDS: 1) RECOMMENDATIONS OF GRANTEES BY DONOR ADVISORS OR EXPENDITURES BY FISCAL SPONSORSHIP CONTACTS ARE REQUIRED IN WRITING. 2) RECOMMENDATIONS FOR DISTRIBUTIONS FROM DONOR ADVISED FUNDS ARE REVIEWED BY STAFF TO ASSURE COMPLIANCE WITH ALL REQUIREMENTS AND REGULATIONS. STAFF WILL VERIFY THE STATUS OF THE RECOMMENDED RECIPIENT USING A REALTIME DATABASE SUCH AS GUIDESTAR. A DATED COPY OF THE DONOR ADVISOR'S WRITTEN RECOMMENDATION AND SUPPORTING DOCUMENTATION REGARDING THE ORGANIZATION'S STATUS WILL BE PLACED IN THE FUND'S PERMANENT FILE. 3) AS NEEDED, RECOMMENDATIONS FOR GRANT DISTRIBUTIONS WILL BE BROUGHT TO THE EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS FOR APPROVAL. 4) STAFF SHALL MAINTAIN ON FILE ANNUAL REPORTS, NEWSLETTERS, AND IRS LETTERS DETERMINING TAX EXEMPT STATUS ABOUT NONPROFIT ORGANIZATIONS WHOSE MISSIONS ARE CONSISTENT WITH THE GOALS OF THE FOUNDATION. 5) GRANTEES RECEIVING COMPETITIVE GRANT AWARDS ARE NOTIFIED IN WRITING THE PURPOSE OF THE GRANT FUNDS AND TIMEFRAME WHEN THE MONEY IS DISTRIBUTED. A GRANT REPORT AT THE CONCLUSION OF THE GRANT PERIOD IS REQUIRED TO VERIFY COMPLIANCE WITH THE RESTRICTIONS AS COMMUNICATED. THE FOUNDATION MAINTAINS AND OPERATES UNDER A STRICT WRITTEN POLICY FOR AWARDING SCHOLARSHIPS, FELLOWSHIPS, AND OTHER GRANTS TO INDIVIDUALS. SUCH POLICY PROVIDES FOR COMPLETE CONTROL OF THE NOMINATION AND AWARD PROCESS BY THE FOUNDATION. SUCH PROCESS REQUIRES THAT DOCUMENTATION BE MAINTAINED FOR THREE YEARS FOLLOWING THE DATE OF THE AWARD. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,122,470 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $625,771 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | ORGANIZATION'S PROCEDURES USED TO REVIEW FORM 990 THE BOARD REVIEWS THE 990 PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | PERSONS COVERED UNDER THE POLICY INCLUDE ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. ALL INTERESTED PERSONS HAVE A DUTY TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE REMAINING BOARD OR COMMITTEE MEMBERS THEN DECIDE IF A CONFLICT OF INTEREST EXISTS. THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST AND WHETHER IT IS FAIR AND REASONABLE. IF THE GOVERNING BOARD HAS REASONABLE CAUSE TO BELIEVE SOMEONE HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, SAID PERSON HAS OPPORTUNITY TO EXPLAIN AND APPROPRIATE DISCIPLINARY/CORRECTIVE ACTION IS TAKEN. THE ABOVE SHALL BE DOCUMENTED IN THE BOARD MINUTES. ANNUALLY ALL PERSONS COVERED BY THE POLICY SHALL SIGN A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED, READ, AND AGREE WITH THE POLICY AND HAVE DISCLOSED ALL KNOWN ACTUAL AND POSSIBLE CONFLICTS. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE FOUNDATION EMPLOYS A CEO. NO OTHER OFFICERS OR KEY EMPLOYEES EXIST. ANNUALLY, THE CEO PROVIDES A SUMMARY MEMO TO THE CHAIRMAN REVIEWING PROGRESS TOWARD GOALS. THE CHAIRMAN REVIEWS, CONSULTS WITH THE EXECUTIVE COMMITTEE ACTING AS A PERSONNEL COMMITTEE, AND PROVIDES BOTH VERBAL AND WRITTEN FEEDBACK. AFTER REVIEWING COMPARABLE SALARY DATA AS RECEIVED FROM PEER ORGANIZATIONS, THE PERSONNEL COMMITTEE MAY THEN RECOMMEND A RAISE, WHICH IS SHARED WITH THE BOARD OF DIRECTORS. THE RECOMMENDATION IS RECORDED IN THE BOARD MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SAME PERSONS AS 15A. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AS STATED IN THE FOUNDATION'S ANNUAL REPORT THAT IS POSTED ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES 1,822,248 0 0 CONTRACT LABOR 12,649 0 0 TOTAL 1,834,897 0 0 |
| FORM 990, PART XI, LINE 9 | FUND MANAGEMENT FEES 663,448 ROUNDING 1 FUND MANAGEMENT FEES -623,461 INTERFUND CLASSIFICATIONS -160,763 ROUNDING 2 TOTAL -120,773 |
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