TOM & FRANCES LEACH FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TOM & FRANCES LEACH FOUNDATION INC (EIN 45-6012703)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202003079349100205
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T06:37:54-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204028013 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAGA KOMMER LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 E MAIN STREET | AddressLine1Txt |
| City | MANDAN | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58554 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456012703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOM AND FRANCES LEACH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMA | BusinessNameControlTxt |
| Phone | 7012550479 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 BURNT BOAT DRIVE | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM L DANIEL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lynnell Rude | PreparerPersonNm |
| PTIN | P00112623 | PTIN |
| Phone | 7016639345 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,861,790 | 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 | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $495,758 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $495,758 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $495,758 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $136,652 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $136,652 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $136,652 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $121,658 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $650,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,849,633 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $651,637 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $998,650 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $788,539 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $998,650 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,281,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,072,601 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,631,075 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,558 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,712 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,846 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,007 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $201 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $806 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,744 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,976 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $192,330 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $192,330 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,130 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,053 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $918 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $15,720 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,144 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,576 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,718 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,840 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,878 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $11,587 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,318 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,269 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,030 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,618 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $364,119 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $241,049 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $107,422 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,303,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,303,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,667,119 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $241,049 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,410,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $614,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,831,552 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,631,075 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,111 | CashBOYAmt |
| Cash EOY | $12,963 | CashEOYAmt |
| Cash EOYFMV | $12,963 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $878,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,641 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,640 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,720,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,025,087 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,590,163 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,202,121 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,033,698 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,129,299 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,179,008 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,427,588 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,989,025 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,784 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,839 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,863 | LandBOYAmt |
| Land EOY | $1,945 | LandEOYAmt |
| Land EOYFMV | $2,600 | LandEOYFMVAmt |
| Other Assets BOY | $100 | OtherAssetsBOYAmt |
| Other Assets EOY | $100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,024,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,639,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,861,790 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,018 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,008 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,018 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,008 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,023,679 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,023,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,638,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,024,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,639,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,023,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $614,335 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,638,014 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,638,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| US BANK CAPITAL GAINS | P | 2018-01-01 | 2019-12-31 | $16,729 | $16,729 | $16,729 | |
| US BANK #35193190 | P | 2019-01-01 | 2019-12-31 | $1,974,474 | -$129,508 | -$129,508 | $2,103,982 |
| US BANK #35193190 | P | 2016-01-01 | 2019-12-31 | $7,254,796 | $665,733 | $665,733 | $6,589,063 |
| US BANK #15001923630 | P | 2019-01-01 | 2019-12-31 | $14,259 | -$1,334 | -$1,334 | $15,593 |
| US BANK #15001923630 | P | 2016-01-01 | 2019-12-31 | $589,375 | $102,112 | $102,112 | $487,263 |
| IDR K-1 NET LONG-TERM | P | 2016-01-01 | 2019-12-31 | -$3,353 | -$3,353 | $3,353 | |
| Wash Sale | $1,258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $651,637 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$129,584 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,290,008 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,896,382 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05891 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,073,212 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,588,507 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05479 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $882,321 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,914,677 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04665 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $821,568 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,328,153 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04251 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $873,149 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,917,270 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04384 | DistributionYr5Rt |
| Total Distribution | 0.246694 | TotalDistributionRt |
| Average Distribution | 0.049339 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,916,217 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,130,663 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,148,979 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,410,422 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18,316 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,316 | SubtotalAmt |
| Tax Based On Investment Income | $18,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,496 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $28,496 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $70 | EsPenaltyAmt |
| Overpayment | $10,110 | OverpaymentAmt |
| Applied To ES Tax | $10,110 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LEACHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMI HELMERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7012550479 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 BURNT BOAT ROAD | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM L DANIEL | ||||||
| 304 E ROSSER AVE SUITE 200 | BISMARCK | ND | 58501 | President | 3.00 | $5,000 |
| BRIAN R BJELLA | ||||||
| 1050 BOYLAN | BOZEMAN | MT | 59715 | Director | 3.00 | $4,500 |
| TODD STEINWAND | ||||||
| PO BOX 5509 | BISMARCK | ND | 58506 | Vice President | 3.00 | $5,000 |
| DON CLEMENT | ||||||
| 1526 GALLEON PL | BISMARCK | ND | 58504 | Director | 2.00 | $4,500 |
| JOHN T ROSWICK | ||||||
| PO BOX 761 | BISMARCK | ND | 58502 | Secretary | 2.00 | $5,000 |
| PAUL SCHLEISMAN | ||||||
| 12600 MARION LANE WEST 103 | MINNETONKA | MN | 55305 | Director | 2.00 | $4,500 |
| DAVID L GOODIN | ||||||
| 1200 W CENTURY AVE | BISMARCK | ND | 58506 | Director | 2.00 | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NATIONAL ASSN TRUSTEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $143,280 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,430,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $780,495 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,265,195 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $23,265,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $348,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,916,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,145,811 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,145,811 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,316 | TotalTaxAmt |
| Distributable Before Adj | $1,127,495 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,127,495 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,127,495 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,410,422 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,410,422 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,316 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,392,106 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,127,495 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $130,247 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,410,422 | QualifyingDistributionsAmt |
| Applied To Year1 | $130,247 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,127,495 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,680 | RemainingDistriFromCorpusAmt |
| Total Corpus | $152,680 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $152,680 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $152,680 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE TOM AND FRANCES LEACH FOUNDATIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 BURNT BOAT DRIVE STE 206 | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7012550479 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SUBMIT LETTER PROPOSALS INDICATING FUND UTILIZATION IF GRANTED. THE LEACH FOUNDATION PROVIDES GRANT APPLICATION FORMS PRESCRIBED BY THE IRS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GIVEN ONLY TO ORGANIZATIONS WITH 501(C)(3) STATUS. PREFERENCE IS GIVEN TO ORGANIZATIONS IN THE UPPER MIDWEST. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABUSED ADULT RESOURCE CENTER | |||||||
| PO BOX 5003 | BISMARCK | ND | 58501 | NONE | PC | OPERATIONAL COSTS OF 2 SHELTERS AND PAYROLL FOR PROFESSIONAL STAFF TO SUPPORT WOMEN/FAMILIES OF DOMESTIC VIOLENCE/SEXUAL ASSAULT/ | $20,000 |
| BISMARCK-MANDAN MENTOR SQUAD | |||||||
| 600 SOUTH 2ND STREET SUITE 8 | BISMARCK | ND | 58504 | NONE | PC | MENTOR MATCH PROGRAM WILL PLACE CHILDREN AT-RISK FROM SINGLE PARENT HOMES WITH SCREENED CARING ADULT VOLUNTEERS. VOLUNTEERS ARE PROFESSIONALLY- SUPPORTED ROLE MODELS FOR 50 CHILDREN AT-RISK. ALSO SUPPORT SCHOOL-BASED PROGRAMS IN COOPERATION WITH AFTER-SCHOOL PROGRAMS. | $5,000 |
| BISMARCK-MANDAN CIVIC CHORUS | |||||||
| PO BOX 2566 | BISMARCK | ND | 58502 | NONE | PC | UNDERWITE SALARY OF DIRECTOR FOR THREE SEASONAL PERFORMANCES. | $3,500 |
| BISMARCK-MANDAN ORCHESTRAL ASSOCIAT | |||||||
| PO BOX 2031 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT THE 2019-2020 SEASON WHICH INCLUDES SIX SUBSCRIPTION CONCERTS, 2 HOLIDAY PERFORMANCES, AND THE YOUNG ARTIST COMPETITION WINNERS. | $10,000 |
| BISMARCK ART GALLERIES ASSOCIATION | |||||||
| 422 EAST FRONT AVENUE | BISMARCK | ND | 58504 | NONE | PC | SPONSORSHIP OF EXHIBITS, PROFESSIONAL ART WORKSHOPS, AND STUDENT EXHIBITS FOR BISMARCK-MANDAN AND RURAL PUBLIC AND PRIVATE SCHOOLS. | $4,000 |
| BISMARCK MEALS ON WHEELS INC | |||||||
| PO BOX 2132 | BISMARCK | ND | 58502 | NONE | PC | FUNDS COVER A PART-COORDINATOR AND UNDERWRITE THE SUBSIDIES OF MEALS. THEY SERVE ANYONE IN NEED. PROVIDE MEALS 5 DAYS A WEEK FOR ELDERLY OR HANDICAPPED PERSONS. | $10,000 |
| BISMARCK STATE COLLEGE FOUNDATION | |||||||
| PO BOX 5587 | BISMARCK | ND | 58502 | NONE | PC | TOM AND FRANCES LEACH MEMORIAL MUSIC SCHOLARSHIP AWARDED FOR OUTSTANDING STUDENT PARTICIPATION, PERFORMANCE, AND DEVELOPMENT OF MUSIC EDUCATION. | $5,000 |
| BOY SCOUTS OF AMERICA NORTHERN LIGH | |||||||
| 3320 HAMILTON ST 1 | BISMARCK | ND | 58501 | NONE | PC | BISMARCK COUNCIL SERVICE CENTER SERVES NEEDS OF LOCAL SCOUT PROGRAMS IN BISMARCK - MANDAN AND SURROUNDING AREA. | $7,500 |
| CENTRAL DAKOTA CHILDREN'S CHOIR | |||||||
| 1810 SCHAFER ST STE 4 | BISMARCK | ND | 58501 | NONE | PC | ELEMENTARY CONCERT SERIES FOR 2ND & 3RD GRADE STUDENTS IN BURLEIGH & MORTON COUNTIES. SUPPORT COST OF NEW OFFICE/REHEARSAL SPACE. | $2,500 |
| CENTRAL DAKOTA HUMANE SOCIETY | |||||||
| 2090 37TH ST N | MANDAN | ND | 58554 | NONE | PC | SUPPORT ONGOING FACILITY UPGRADES, SPECIFICALLY PARKING LOT AND SEPTIC SYSTEM IMPROVEMENTS. | $6,800 |
| CHARLES HALL FOUNDATION | |||||||
| PO BOX 1995 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT UPGRADE OF COMPUTERS AND TECHNOLOGY. | $25,000 |
| DAKOTA STAGE LIMITED | |||||||
| 412 E MAIN ST | BISMARCK | ND | 58501 | NONE | PC | SUPPORT PROJECT TO ENGAGE STUDENTS IN THE ARTISTIC PROCESS. DESIGNED TO SERVE THE UNDERSERVED, UNDERFUNDED, AND LOWER PERFORMING SCHOOLS IN THE BISMARC/MANDAN AREA AND WILL ALSO SERVE FAMILIES WHO LACK THE FINANCIAL MEANS TO PARTICIPATE IN OTHER ARTISTIC PROGRAMS. | $4,200 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 961 | BISMARCK | ND | 58502 | NONE | PC | MINISTRY WORK AND CAMP SCHOLARSHIPS FOR ND FCA CAMPERS. INCLUDES TRAINING FOR COACHES WHO ARE SPIRITUAL GUIDES AND ROLE MODELS FOR YOUNG ATHLETES. | $10,000 |
| GATEWAY TO SCIENCE CENTER INC | |||||||
| 1810 SCHAFER ST STE 1 | BISMARCK | ND | 58501 | NONE | PC | WORK MENTORSHIP PROGRAM - CENTER PROVIDES HANDS-ON SCIENCE EDUCATION PRESENTED TO PUBLIC BY HIGH SCHOOL AND COLLEGE STUDENTS WHO SHARE INTERACTIVE EXHIBITS AND DISPLAYS. STUDENTS IN THE PROGRAM RECEIVE PART-TIME WORKING OPPORTUNITIES TO LEARN BASIC WORK SKILLS FROM TRAINED STAFF MEMBERS. | $5,000 |
| GIRL SCOUTSDAKOTA HORIZONS - ND | |||||||
| 1421 S 12TH ST | BISMARCK | ND | 58504 | NONE | PC | SUPPORT EDUCATIONAL PROGRAMS FOR GIRLS BASED ON THE GIRL SCOUT CURRICULUM. PROVIDE DOLLARS TO SUPPORT THE PROJECT AND ALLOW GIRLS FROM LOW INCOME FAMILIES IN RURUAL AREAS TO PARTICIPATE. | $7,500 |
| UNIVERSITY OF JAMESTOWN | |||||||
| 6000 COLLEGE LANE | JAMESTOWN | ND | 58405 | NONE | PC | CONTINUED SUPPORT OF EXISTING LEACH ENDOWMENT SCHOLARSHIP FUND WITH CASH AWARDS MADE ON ANNUAL BASIS FOR ARTS, HUMANITIES, OR NURSING STUDENTS. | $5,000 |
| MORTON COUNTY COUNCIL ON AGING | |||||||
| PO BOX 267 | MANDAN | ND | 58554 | NONE | PC | SUPPORT CONGREGATE MEALS TO KEEP SENIORS IN GOOD HEALTH AND PROVIDE SOCIAL ACTIVITIES. | $10,000 |
| MISSOURI SLOPE AREAWIDE UNITED WAY | |||||||
| PO BOX 2111 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT FOR THE KIDS BACKPACK PROGRAM WHICH PROVIDES AT-RISK SCHOOL AGE YOUTH WITH FOOD FOR TIMES WHEN THEY ARE NOT AT SCHOOL. ADDITIONAL FUNDING TO PROVIDE FUNDS FOR THE DOLLY PARTON IMAGINATION LIBRARY. | $10,000 |
| ND FFA FOUNDATION INC | |||||||
| 309 NORTH MANDAN STREET | BISMARCK | ND | 58501 | NONE | PC | FFA LEADERSHIP DEVELOPMENT CONFERENCE FOR "GREENHANDS" - A MOTIVATIONAL AND LEADERSHIP PROGRAM FOR 1ST YEAR FFA MEMBERS STRESSING LEADERSHIP - CITIZENSHIP DEVELOPMENT, GOAL SETTING, DEALING WITH PEER PRESSURE, PERSONAL VALUES, AND CAREERS. | $6,000 |
| PRIDE INDUSTRIES INC | |||||||
| PO BOX 4086 | BISMARCK | ND | 58502 | NONE | PC | SPONSOR CELEBRATION OF TREES FUNDRAISER TO COVER SPECIAL NEEDS OR ITEMS AND EVENTS THAT ARE NOT FUNDED BY STATE FOR STRUGGLING YOUTH/ADULTS DURING THE HOLIDAYS. | $3,000 |
| SALVATION ARMY OF BISMARCK MANDAN | |||||||
| 601 S WASHINGTON | BISMARCK | ND | 58504 | NONE | PC | GENERAL OPERATION OF THE AFTER-SCHOOL PROGRAM AT THE COMMUNITY CENTER WITH GYM ACTIVITIES, TUTORING, COMPUTER LAB AND OTHER SERVICES WHICH MAY NOT BE AVAILABLE TO PARTICIPANTS BASED ON ECONOMIC RESTRAINTS. | $12,000 |
| THEO ART SCHOOL OF BISMARCK | |||||||
| 1810 SCHAFER ST STE 5 | BISMARCK | ND | 58501 | NONE | PC | PROVIDE SCHOLARSHIPS AND FREE CLASSES AND ART SUPPLIES TO STUDENTS REGARDLESS OF AGE, DISABILITY, OR FINANCIAL STATUS. | $3,000 |
| VOLUNTEER CAREGIVER EXCHANGE | |||||||
| 600 S 2ND ST STE 8 | BISMARCK | ND | 58504 | NONE | PC | FUNDING TO SUPPORT THE HEALTH AND WELLNES OF THE ELDERLY INCLUDING TRASPORTATION TO MEDICAL APPOINTMENTS, GROCERY ASSISTANCE AND SMALL HOUSEHOLD TASKS TO ALLOW ELDERLY TO STAY IN THEIR HOMES. | $10,000 |
| YOUNG LIFE-BISMARCK | |||||||
| 917 1/2 N 11TH STREET | BISMARCK | ND | 58501 | NONE | PC | GENERAL OPERATING BUDGET FOR YOUTH MINISTRY PROGRAMS. TRAIN STAFF AND VOLUNTEER LEADERS TO BE POSITIVE MENTORS AND ROLE MODELS. | $25,000 |
| CHILD'S HOPE LEARNING CENTER INC | |||||||
| 2921 N 19TH STREET | BISMARCK | ND | 58501 | NONE | PC | SUPPORT TRAINING FOR STAFF. THE CENTER SERVES CHILDRENT CHILDREN 0-12 WITH MULTIPLE MENTAL OR PHYSICAL CHALLENGES, CHILDREN CONSIDERED AS AT-RISK ALONG WITH THEIR SIBLINGS. | $15,000 |
| MAKE A WISH OF NORTH DAKOTA | |||||||
| 1102 43RD ST SW STE 3 | FARGO | ND | 58103 | NONE | PC | ADOPT A WISH PROGRAM - GRANT ONE CHILD'S WISH IN ND; ORGANIZATION GRANTS WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS GIVING THEM HOPE AND JOY. | $5,000 |
| TURTLE MOUNTAIN COMMUNITY COLLEGE | |||||||
| PO BOX 340 | BELCOURT | ND | 58316 | NONE | PC | STUDENT SCHOLARSHIP FOR STUDENTS IN NEED OF FINANCIAL ASSISTANCE. | $5,000 |
| UNIV OF ND COMMUNICATIONS | |||||||
| 221 CENTENNIAL DRIVE STOP 7169 | GRAND FORKS | ND | 58502 | NONE | GOVT | FRANCES LEACH AND BLANCHE LYNCH MEMORIAL SCHOLARSHIP - AWARDED TO STUDENTS OF MERIT STUDYING IN THE FIELD OF COMMUNICATION AT UND. | $5,000 |
| UNIVERSITY OF JAMESTOWN | |||||||
| 6000 COLLEGE LANE | JAMESTOWN | ND | 58405 | NONE | PC | SUPPORT PURCHASE OF A CNC MACHINE FOR THE MECHANICAL ENGINEERING PROGRAM. | $15,000 |
| FARM RESCUE | |||||||
| PO BOX 1100 | JAMESTOWN | ND | 58402 | NONE | PC | FUNDING TO OFFSET OPERATIONAL COSTS ASSOCIATED WITH VOLUNTEER WORK FORCE AS THEY ASSIST FAMILIES OUTSIDE THEIR HOME AREAS. PROVIDE PLANTING, HARVESTING, AND HAYING ASSISTANCE TO FARM FAMILIES THAT HAVE EXPERIENCED A MAJOR INJURY, ILLNESS OR NATURAL DISASTER. | $5,000 |
| SCOTTISH RITE SPEECH THERAPY CENTER | |||||||
| 1009 BASIN AVE | BISMARCK | ND | 58504 | NONE | PC | SUPPORT FREE HEARING AND SPEECH SERVICES FOR CHILDREN IN WESTERN NORTH DAKOTA AND ALSO PROVIDES ONLINE THERAPY. | $6,000 |
| ND REGIONAL TEEN CHALLENGE | |||||||
| 1406 2ND ST NW | MANDAN | ND | 58554 | NONE | PC | SUPPORT WORK THERAPY/VOCATIONAL TRAINING PROGRAM TO AID INDIVIDUALS RECOVERING FROM ADDICTION TO SUCCESSFULLY RE-ENTER THE WORKPLACE. | $5,000 |
| SLEEPY HOLLOW SUMMER THEATER | |||||||
| PO BOX 675 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT COVERING OF THE STAGE TO PROVIDE PROTECTION FROM THE WEATHER, OFFER PERMANENT LIGHTING AND BACKDROP OPPORTUNITIES AND SECURITY. | $10,000 |
| SPECIAL OLYMPICS ND | |||||||
| 2616 S 26TH ST | GRAND FORKS | ND | 58201 | NONE | PC | OFFSET TRAVEL COSTS FOR THE PARTICIPANTS WHO TRAVEL TO BISMARCK-MANDAN FOR ONE OF THE STATE EVENTS. | $4,000 |
| BISMARCK-MANDAN CHAMBER FDN-BELLE M | |||||||
| 1640 BURNT BOAT DR | BISMARCK | ND | 58503 | NONE | PC | SUPPORT FOR UPDATES TO THE BELLE MEHUS AUDITORIUM INCLUDING SOUND AND LIGHT SYSTEMS. | $40,000 |
| BISMARCK REC COUNCIL | |||||||
| 400 EAST FRONT AVENUE | BISMARCK | ND | 58504 | NONE | PC | DEVELOPMENT OF 4 ADDITIONAL FAST PITCH SOFTBALL FIELDS IN COTTONWOOD PARK. 1ST OF 2 PMTS. | $25,000 |
| THEODORE ROOSEVELT MEDORA FDN | |||||||
| PO BOX 1696 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT MORE FREE ACTIVITIES FOR KIDS IN MEDORA WITH CONSTRUCTION OF POINT TO POINT SPLASH DECK. | $75,000 |
| MISSOURI VALLEY FAMILY YMCA | |||||||
| 1608 N WASHINGTON ST | BISMARCK | ND | 58501 | NONE | PC | SUPPORT RENOVATIONS OF THE POOL AT THE BISMARCK YMCA FACILTY. | $50,000 |
| UNITED TRIBES TECHNICAL COLLEGE | |||||||
| 3315 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | NONE | PF | SUPPORT FOR MAKING SCHOLARSHIP PROGRAM AT THE COLLEGE. | $5,000 |
| UNIVERSITY OF MARY | |||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | NONE | PC | CONSTRUCTION OF A NEW STUDENT LIVING AREA. 5H PAYMENT ON 10 YEAR PLEDGE. | $160,000 |
| MINOT STATE UNIVERSITY DIV OF SPEC | |||||||
| 500 UNIVERSITY AVE W | MINOT | ND | 58701 | NONE | PC | SUPPORT FRANCES V. LEACH SCHOLARSHIP FOR A STUDENT PURSUING A DEGREE IN SPECIAL EDUCATION. | $2,500 |
| INTERNATIONAL MUSIC CAMP | |||||||
| 111 11TH AVE SW SUITE 3 | MINOT | ND | 58701 | NONE | PC | FUND SCHOLARSHIPS FOR SUMMER CAMPERS AT THE INTERNATIONAL MUSIC CAMP AT THE PEACE GARDENS. | $5,000 |
| HEARTVIEW FOUNDATION | |||||||
| 101 E BROADWAY | BISMARCK | ND | 58503 | NONE | PC | SUPPORT RENOVATION TO OFFER ADDITIONAL TREATMENT BEDS AND APARTMENTS. 1ST PLEDGE PAYMENT. | $50,000 |
| AID INC | |||||||
| 314 W MAIN ST | MANDAN | ND | 58554 | NONE | PC | SUPPORT FOR FOOD, TRANSPORTATION, RENT, AND COUNSELING SERVICES FOR THOSE WORKING TO HELP THEMSELVES. | $5,000 |
| BURLEIGH CO COUNCIL ON AGING | |||||||
| 315 N 20TH ST | BISMARCK | ND | 58501 | NONE | PC | SUPPORT PURCHASE OF KITCHEN APPLIANCES FOR THE ORGANIZATION WHICH PROVIDES NUTRITION AND HEALTH SERVICES, AND RECREATIONAL ACTIVITIES FOR SENIORS. | $10,000 |
| BISMARCK LIBRARY FOUNDATION INC | |||||||
| 515 N 5TH ST | BISMARCK | ND | 58501 | NONE | PC | Children AND Teen Summer Reading Program | $3,000 |
| TRACY'S SANCTUARY HOUSE | |||||||
| 908 N 8TH ST | BISMARCK | ND | 58501 | NONE | PC | OPERATIONAL COSTS FOR THE OUTREACH PROGRAM FOR ONE YEAR. THEY PROVIDE SERVICES TO FAMILIES IN TRAUMATIC MEDICAL SITUATIONS. | $5,000 |
| ANNE CARLSEN CENTER | |||||||
| 701 3RD ST NW | JAMESTOWN | ND | 58402 | NONE | PC | SUPPORT UPGRADES, CONSTRUCTION AND REPURPOSING FACILITY IN JAMESTOWN. 2ND PAYMENT ON 5 YEAR PLEDGE. | $150,000 |
| GREAT PLAINS FOOD BANK | |||||||
| 721 MEMORIAL HWY | BISMARCK | ND | 58504 | NONE | PC | SUPPORT FOR 7,500 SQ FT REGIONAL SERVICE CENTER IN BISMARCK-MANDAN TO EXPAND THE FOOD BANK IN BISMARCK. 2ND OF 5 PLEDGE PAYMENTS. | $60,000 |
| HOME ON THE RANGE | |||||||
| 1635 I-94 | SENTINEL BUTTE | ND | 58654 | NONE | PC | FUNDING FOR RENOVATION OF ONE WING OF THE BOY'S DORMITORY. HOME ON THE RANGE PROVIDES A THERAPEUTIC ENVIRONMENT FOR BOYS AND GIRLS WITH THE GOAL TO TEACH VALUABLE LIFE SKILLS TO YOUTH AND FAMILIES. 2ND OF 5 PLEDGE PAYMENTS. | $60,000 |
| MISSOURI SLOPE AREAWIDE UW EMERHOME | |||||||
| PO BOX 2111 | BISMARCK | ND | 58502 | NONE | PC | PROVIDE FUNDING FOR AN EMERGENCY HOMELESS SHELTER IN BISMARCK-MANDAN. | $100,000 |
| SOUP CAFE | |||||||
| PO BOX 8 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT RENOVATION OF A BUILDING IN BISMARCK TO HOUSE A MEAL SERVICE FOR HOMELESS AND LOW INCOME INDIVIDUALS AND FAMILIES. 2ND PMT ON 5 YEAR PLEDGE | $120,000 |
| JUNIOR ACHIEVEMENT | |||||||
| PO BOX 388 | BISMARCK | ND | 58502 | PC | SUPPORT JUNIOR ACHIEVEMENT PROGRAMMING AT BISMARCK-MANDAN SCHOOLS. FUNDS WILL SUPPORT 6 ADDITIONAL ELEMENTARY CLASSROOM PROGRAMS AND 1 NEW ADDITIONAL HIGH SCHOOL PROGRAM. | $5,000 | |
| MINOT STATE UNIVERSITY MUSIC DIVISI | |||||||
| 500 W UNIVERSITY AVE | MINOT | ND | 58707 | SUPPORT A MUSIC SCHOLARSHIP | $2,500 | ||
| CAPITAL CITY YOUNG GUNS | |||||||
| 3109 CLAIRMONT ROAD | BISMARCK | ND | 58503 | NOE | PC | SUPPORT BUILDING NEW TRAP SHOOTING FIELDS FOR YOUTH IN THE TRAP SHOOT PROGRAM. | $25,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | SUPPORT CREATION OF A 120-ACRE PARK IN NORTHWEST BISMARCK. 1ST PLEDGE PAYMENT. | $20,000 |
| NATIVE AMERICAN DEVELOPMENT CENTER | |||||||
| 209 N 24TH ST STE A | BISMARCK | ND | 58501 | NONE | PC | SUPPORT "GOOD RELATIVE" MENTOR PROJECT TO PROVIDE MENTORING SERVICES TO NATIVE AMERICAN YOUTH, ADULTS, AND FAMILIES AFFECTED BY TRAUMATIC LIVED EXPERIENCES. | $5,000 |
| PATH INC | |||||||
| 600 S 2ND ST 220 | BISMARCK | ND | 58504 | NONE | PC | SUPPORT TRAINING FOR FOSTER HOMES AND MEETING NEEDS OF CHILDREN IN FOSTER CARE. | $5,000 |
| VALLEY CITY STATE UNIVERSITY | |||||||
| 101 COLLEGE ST SW | VALLEY CITY | ND | 58072 | NONE | PC | SUPPORT SCHOLARSHIP PROGRAM FOR FRESHMAN STUDENTS | $5,000 |
| BISMARCK LIBRARY FOUNDATION | |||||||
| 515 N 5TH ST | BISMARCK | ND | 58501 | NONE | SUPPORT PURCHASE OF A NEW BURLEIGH COUNTY BOOKMOBILE. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,303,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HEARTVIEW FOUNDATION | |||||||
| 101 E BROADWAY AVE | BISMARCK | ND | 58501 | NONE | PC | 5 YEAR PLEDGE OF $250,000 TO SUPPORT RENOVATION TO OFFER ADDITIONAL TREATMENT BEDS AND APARTMENTS. $200,000 BALANCE AT 12/31/19. | $200,000 |
| UNIVERSITY OF MARY | |||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | PC | CONSTRUCTION OF A NEW STUDENT LIVING AREA. PAYMENTS THRU 2024. REMAINING BALANCE ON PLEDGE IS $320,000 AT 12/31/19. | $320,000 | |
| GATEWAY TO SCIENCE CENTER INC | |||||||
| 1810 SCHAFER ST STE 1 | BISMARCK | ND | 58501 | PC | 5 YEAR PLEDGE TO CAPITAL CAMPAIGN FOR CONSTRUCTIN OF NEW FACILITY. $400,000 BALANCE AT 12/31/19. | $400,000 | |
| MISSOURI SLOPE AREAWIDE UNITY WAY | |||||||
| PO BOX 2111 | BISMARCK | ND | 58502 | NONE | PC | 5 YEAR PLEDGE OF $500,000 SUPPORTING PURCHASE OF A PERMANENT EMERGENCY HOMELESS SHELTER "CENTER FOR OPPORTUNITY" LOCATED IN BISMARCK. BALANCE OF $400,000 AT 12/31/19. | $400,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | $100,000 5 YEAR PLEDGE TO SUPPORT CREATION OF A 120-ACRE PARK IN NORTHWEST BISMARCK FEATURING WETLANDS, GRASSLANDS, WALKING TRAILS, MOUNTAIN BIKE TRAILS, AND EDUCATION AREAS FOR STUDENTS TO STUDY HABITAT CONSERVATION. $80,000 PLEDGE BALANCE AT 12/31/19. | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $495,758 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $121,658 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $650,379 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NON-TAXABLE INVEST DISTR | 14 | $210,111 |
| THOMAS W. LEACH TRUST | 15 | $788,539 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,266,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,266,460 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,720 | Amt |
| Net Investment Income | $1,744 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,976 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| HP COMPUTER | 2014-10-09 | $744 | $615 | SL | 0.1750 | $129 |
| CANON SCANNER | 2015-01-14 | $478 | $336 | SL | 0.2000 | $96 |
| COMPUTER & SERVER | 2017-12-18 | $2,215 | $498 | SL | 0.2000 | $443 |
| ADD LABOR - 2017 COMPUTER | 2018-03-22 | $1,000 | $125 | SL | 0.2500 | $250 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME HELD AT US BANK | BondNm |
| EOY Book Value | $5,033,698 | EOYBookValueAmt |
| EOYFMV | $5,129,299 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES HELD AT US BANK | $7,711,123 | $9,785,431 |
| EQUITY FUNDS-M&P CUSTODY ACCT | $5,313,964 | $6,804,732 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OIL & GAS PROPERTIES | AT COST | $100,206 | $504,115 |
| REAL ESTATE INV HELD AT US BANK | AT COST | $1,228,199 | $1,381,199 |
| REAL ESTATE-M&P CUSTODY ACCT | AT COST | $99,183 | $103,711 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $15,556 | $13,611 | $1,945 | $2,600 |
| Improvements | $3,228 | $3,228 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT - KOPP PROPERTY | Desc |
| BOY Book Value | $100 | BOYBookValueAmt |
| EOY Book Value | $100 | EOYBookValueAmt |
| EOYFMV | $100 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,655 | $1,036 | $4,618 |
| Rental Expenses | $14,994 | $14,994 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NON-TAXABLE INVEST DISTR | $210,111 | $210,111 | |
| THOMAS W. LEACH TRUST | $788,539 | $788,539 | $788,539 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $1,018 | BOYBookValueAmt |
| EOY Book Value | $1,008 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $189,530 | $189,530 | $0 | $0 |
| LEGAL FEES | $2,800 | $2,800 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,616 | $6,616 | |
| PAYROLL TAXES | $2,567 | $514 | $2,053 |
| TAX ON INVESTMENT INCOME | $14,729 |
Comments