BETA

SAM F WELLER FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SAM F WELLER FAMILY FOUNDATION (EIN 47-1887384)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-10-05
IRS object ID
202022799349100727
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-10-05T16:48:16-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460434947PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELO PROF LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 249AddressLine1Txt
CityMITCHELLCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57301ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471887384EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID G OLSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6059967717PhoneNum
Signature2020-10-03SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMIE A ELDEEN CPAPreparerPersonNm
PTINP00736101PTIN
Phone6059967717PhoneNum
Preparation2020-10-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.115.209.80IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-05IPDt
IP Tm16:48:16IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id725F0A5F6C9BDA4685B8F50C54CA28227E9BAD02AtSubmissionCreationDeviceId
At Submission Filing Device IdE26F38C6856609400D6D4A6E6DF4DFB284A62E34AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,867,269FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$516,896ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$49InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,257DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,257DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,631NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$151,516GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,631CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$562,833TotalRevAndExpnssAmt
Total Net Invst Incm$45,937TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,366AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,183AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,183AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,047OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,547OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$542TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$489OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$489OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,444TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,730TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,172TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$122,344TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,730TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$115,072TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$440,489ExcessRevenueOverExpensesAmt
Net Investment Income$39,207NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,573CashBOYAmt
Cash EOY$153,518CashEOYAmt
Cash EOYFMV$153,518CashEOYFMVAmt
Sav And Temp Cash Invst BOY$28,035SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$55,248SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$55,248SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$524,313CorporateStockBOYAmt
Corporate Stock EOY$545,818CorporateStockEOYAmt
Corporate Stock EOYFMV$545,818CorporateStockEOYFMVAmt
Other Investments BOY$1,866,564OtherInvestmentsBOYAmt
Other Investments EOY$2,112,685OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,112,685OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,440,485TotalAssetsBOYAmt
Total Assets EOY$2,867,269TotalAssetsEOYAmt
Total Assets EOYFMV$2,867,269TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,440,485NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,867,269NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,440,485TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,867,269TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,440,485TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,867,269TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,440,485TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$440,489ExcessRevenueOverExpensesAmt
Subtotal$2,880,974SubtotalAmt
Other Decreases$13,705OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,867,269TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB 1372 - SEE ATTACHEDP$5,176$5,121$55$55
CHARLES SCHWAB 1372 - SEE ATTACHEDP$146,340$106,764$39,576$39,576
FieldValueIRS element (for citing)
Capital Gain Net Income$39,631CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$55NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$127,024AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,388,987NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053171DistributionYr1Rt
Adjusted Qlfy Distri Yr2$75,601AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,210,170NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034206DistributionYr2Rt
Adjusted Qlfy Distri Yr3$71,367AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,608,607NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044366DistributionYr3Rt
Adjusted Qlfy Distri Yr4$37,933AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,526,720NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.024846DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$567,736NetVlNoncharitableAssetsYr5Amt
Total Distribution0.156589TotalDistributionRt
Average Distribution0.039147AverageDistributionRt
Net Vl Noncharitable Assets$2,431,995NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$95,205AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$392NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$95,597AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$115,072QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$392InvestmentIncomeExciseTaxAmt
Subtotal$392SubtotalAmt
Tax Based On Investment Income$392TaxBasedOnInvestmentIncomeAmt
Tax Due$392TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11820 N SANBORN BLVDAddressLine1Txt
CityMITCHELLCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$644,273AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,416AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,792,341FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,469,030TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,469,030AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,035CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,431,995NetVlNoncharitableAssetsAmt
Minimum Investment Return$121,600MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$121,600MinimumInvestmentReturnAmt
Tax Based On Investment Income$392TaxBasedOnInvestmentIncomeAmt
Total Tax$392TotalTaxAmt
Distributable Before Adj$121,208DistributableBeforeAdjAmt
Distributable Before Ded$121,208DistributableBeforeDedAmt
Distributable As Adjusted$121,208DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$115,072ExpensesAndContributionsAmt
Qualifying Distributions$115,072QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$392PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$114,680AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$121,208DistributableAsAdjustedAmt
Undistributed Income PY$101,466UndistributedIncomePYAmt
Qualifying Distributions$115,072QualifyingDistributionsAmt
Applied To Year1$101,466AppliedToYear1Amt
Applied To Current Year$13,606AppliedToCurrentYearAmt
Undistributed Income CY$107,602UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID G OLSONRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABBOTT HOUSE
909 CT MERRILL STMITCHELLSD57301NONE501C3PROGRAM SUPPORT$29,000
DAKOTA WESLEYAN UNIVERSITY
1200 W UNIVERSITY AVEMITCHELLSD57301NONE501C3INNOVATION LAB$20,000
HELPING WITH HORSEPOWER
41053 265TH STETHANSD57334NONE501C3FACILITY IMPROVEMENT$10,000
JAMES VALLEY DRUG COURT
200 E 4TH AVEMITCHELLSD57301NONE501C3PROGRAM SUPPORT$900
COURT APPOINTED ADVOCATES FOR CHILD
115 E 11TH AVEMITCHELLSD57301NONE501C3ADVERTISING$2,500
LIFEQUEST
804 N MENTZERMITCHELLSD57301NONE501C3NEW SERVICE MODEL SUPPORT$10,000
LOVE FEAST OF MITCHELL
40245 248TH STREETMITCHELLSD57301NONE501C3PROGRAM SUPPORT$2,000
MITCHELL AQUATIC CLUB
1401 N MAIN STMITCHELLSD57301NONE501C3NEW POOL$10,000PO BOX 1371
MITCHELL HABITAT FOR HUMANITY
PO BOX 1331MITCHELLSD57301NONE501C3PROGRAM SUPPORT$2,500
MITCHELL LIONS FOUNDATION
PO BOX 575MITCHELLSD57301NONE501C3PROGRAM SUPPORT$2,000
MITCHELL SCHOOL DISTRICT
821 N CAPITAL STMITCHELLSD57301NONEGOVTNEW TURF AND TRACK$20,000
MITCHELL UNITED WAY
417 N MAIN STMITCHELLSD57301NONE501C3HELPLINE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,257ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,631ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$45,937ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,937TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRICHARD WELLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124020 TWIN SPRINGS ROADAddressLine1Txt
CityRAPID CITYCityNm
State AbbreviationSDStateAbbreviationCd
ZIP577026546ZIPCd
FieldValueIRS element (for citing)
Total Contributions$516,896TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVARIABLE ANNUITYNoncashPropertyDesc
Fair Market Value$516,896FairMarketValueAmt
Received2001-10-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$4,366Amt
Net Investment Income$2,183NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,183DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE EQUITIESStockNm
EOY Book Value$545,818EOYBookValueAmt
EOYFMV$545,818EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDSFMV
VARIABLE ANNUITY - 7804FMV$1,111,015$1,111,015
VARIABLE ANNUITY - 1491FMV$476,971$476,971
VARIABLE ANNUITY - 0059FMV$524,699$524,699

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$13,705Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
WEBSITE DEVELOPMENT$240$240
FILING FEES$117$117
SUPPLIES$132$132

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES & CHARGES$4,547$4,547
OTHER PROFESSIONAL FEES$1,500$1,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$542Amt

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