WILLIAM R HOCH FAMILY FOUNDATION IN INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM R HOCH FAMILY FOUNDATION IN INC (EIN 20-2020348)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-08
- IRS object ID
- 202041609349100924
- 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
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-08T14:55:47-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421377056 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 BROADWAY | AddressLine1Txt |
| City | YANKTON | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57078 | 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 | 202020348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM R HOCH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8599853440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 CHERRY LANE CT 6 | AddressLine1Txt |
| City | BEREA | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNE M HOCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8599853440 | PhoneNum |
| Signature | 2020-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAUNA M KAUTH CPA | PreparerPersonNm |
| PTIN | P00446613 | PTIN |
| Phone | 6056659401 | PhoneNum |
| Preparation | 2020-05-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.38.98.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-08 | IPDt |
| IP Tm | 14:55:47 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BE649FCEA34C5CBEBF73EC167965CC65C793FBCA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ACFE812C7B0EAD0FB419BB59014103E8358ED990 | AtSubmissionFilingDeviceId |
| 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 | $18,372,958 | 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 | $21,885 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,462 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $447,448 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $428,341 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$55,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $142,337 | GrossSalesPriceAmt |
| Total Rev And Expnss | $414,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $443,803 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,309 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $19,930 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,152 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,239 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $760,458 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $760,458 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $786,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $760,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$372,400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $442,651 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $736,750 | CashBOYAmt |
| Cash EOY | $515,381 | CashEOYAmt |
| Cash EOYFMV | $515,381 | CashEOYFMVAmt |
| US Government Obligations BOY | $309,175 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $282,256 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $307,212 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,116,407 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,024,866 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,346,971 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $286,980 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $254,409 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $203,394 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,449,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,076,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,372,958 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,449,312 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,076,912 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,449,312 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,076,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,449,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,076,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,449,312 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$372,400 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,076,912 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,076,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FOX CORP | P | 2019-03-19 | 2019-07-05 | $459 | $376 | $83 | $83 |
| OCCIDENTAL PETE CORP | P | 2019-12-18 | $35,810 | $74,359 | -$38,549 | -$38,549 | |
| WATABEC CORP | P | 2019-02-26 | 2019-02-26 | $7 | $7 | $7 | |
| ST PAUL MN PORT AUTH PKG REV | P | 2019-06-03 | $154 | $154 | |||
| WATABEC CORP | P | 2019-02-26 | 2019-07-05 | $1,638 | $756 | $882 | $882 |
| SANDRIDGE ENERGY INC WT SER A | P | 2019-07-05 | |||||
| ANR INC CONTINGENT REV PMT RT | P | 2019-07-05 | $568 | $568 | $568 | ||
| SANDRIDGE ENERGY INC WT SER B | P | 2019-07-05 | |||||
| CENTURYLINK INC | P | 2019-07-05 | $12,736 | $39,102 | -$26,366 | -$26,366 | |
| SANDRIDGE ENERGY INC NEW | P | 2019-07-05 | $691 | $691 | $691 | ||
| CONTURA ENERGY INC | P | 2019-07-05 | $2,428 | $2,428 | $2,428 | ||
| VERITIV CORP | P | 2019-07-05 | $405 | $981 | -$576 | -$576 | |
| CONTURA ENERGY INC WTS | P | 2019-07-05 | $126 | $126 | $126 | ||
| VIACOMCBS INC | P | 2019-12-05 | $8 | $275 | -$267 | -$267 | |
| WALT DISNEY CO | P | 2019-03-20 | $106 | $73 | $33 | $33 | |
| DOW INC | P | 2019-04-02 | $26 | $24 | $2 | $2 | |
| DUPONT DE NEMOURS INC | P | 2019-06-03 | $32 | $35 | -$3 | -$3 | |
| LIVERMORE VY CA JT SCH GO | P | 2019-08-01 | $25,000 | $26,765 | -$1,765 | -$1,765 | |
| MONEYGRAM INTL INC | P | 2019-07-05 | $149 | $562 | -$413 | -$413 | |
| MOTORS LIQ CO GUC TR BEN INT | P | 2019-07-05 | $90 | $203 | -$113 | -$113 | |
| NII HOLDINGS INC | P | 2019-07-05 | $1,460 | $21,125 | -$19,665 | -$19,665 | |
| NOKIA CORP NOTE | P | 2019-05-15 | $30,000 | $32,571 | -$2,571 | -$2,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$55,035 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $972 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $523,004 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,059,650 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032566 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $281,587 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,555,977 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018102 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,071,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,233,298 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095364 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $399,116 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087694 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $109,020 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $415,196 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.262575 | DistributionYr5Rt |
| Total Distribution | 0.496301 | TotalDistributionRt |
| Average Distribution | 0.099260 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,104,100 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,697,753 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,427 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,702,180 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $760,458 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,853 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,853 | SubtotalAmt |
| Tax Based On Investment Income | $8,853 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,747 | OverpaymentAmt |
| Applied To ES Tax | $4,747 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEANNE M HOCH | IndividualWithBooksNm |
| Phone | 8599853440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 CHERRY LANE CT 6 | AddressLine1Txt |
| City | BEREA | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40403 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEANNE M HOCH | ||||||||
| 37 CHERRY LANE COURT 6 | BEREA | KY | 40403 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM BALVIN | ||||||||
| 1203 FIR STREET | TYNDALL | SD | 57066 | VICE-PRESIDE | 1.00 | $0 | $0 | $0 |
| LISA ROTHSCHADL | ||||||||
| 1719 MAIN STREET | TYNDALL | SD | 57066 | TREASURER | 1.00 | $0 | $0 | $0 |
| JANET WAGNER | ||||||||
| 709 MAPLE STREET | TYNDALL | SD | 57066 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,781,801 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $582,768 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,364,569 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,364,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,104,100 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $855,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $855,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,853 | TotalTaxAmt |
| Distributable Before Adj | $846,352 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $846,352 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $846,352 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $760,458 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $760,458 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $760,458 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $846,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,393 | UndistributedIncomePYAmt |
| Qualifying Distributions | $760,458 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,393 | AppliedToYear1Amt |
| Applied To Current Year | $721,065 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $125,287 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GOOD SAMARITAN SOCIETY | ||||||||
| 2304 LAUREL ST | TYNDALL | SD | 57066 | NONE | PC | ELDERLY | $40,000 | |
| THE CARTER CENTER | ||||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | NONE | PC | POVERTY | $150,000 | |
| ST LEO CATHOLIC CHURCH | ||||||||
| 100 W 20TH AVE | TYNDALL | SD | 57066 | NONE | PC | RELIGIOUS | $115,000 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PC | RELIGIOUS | $50,000 | |
| SOUTH DAKOTA STATE FOUNDATION | ||||||||
| 815 MEDARY AVENUE | BROOKINGS | SD | 57007 | NONE | PC | EDUCATION | $150,000 | PO BOX 525 |
| COUNTY OF BON HOMME | ||||||||
| 300 W 18TH AVE | TYNDALL | SD | 57066 | NONE | GOV | COMMUNITY IMPROVEMENT | $150,000 | |
| THE CZECH HERITAGE PRESERVATION SOC | ||||||||
| 111 SOUTH LIDICE AVENUE | TABOR | SD | 57063 | NONE | PC | PRESERVATION | $3,000 | PO BOX 3 |
| FISHER CENTER FOR ALZHEIMERS | ||||||||
| 110 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | PA | ELDERLY | $100,000 | 16TH FLOOR |
| BON HOMME HERITAGE ASSOCIATION | ||||||||
| 1800 ELM STREET | TYNDALL | SD | 57066 | NONE | PC | IMPROVEMENT | $2,458 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $760,458 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,885 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $447,448 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$55,036 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $414,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $414,297 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING AND CARRYING OUT THE EXEMPT PURPOSE |
| 4 | THE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING AND CARRYING OUT THE EXEMPT PURPOSE |
| 8 | THE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING AND CARRYING OUT THE EXEMPT PURPOSE |
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 | $6,309 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED IN SOUTH DAKOTA | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CORTEVA INC | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-06 | SoldDt |
| Gross Sales Price | $11 | GrossSalesPriceAmt |
| Basis | $12 | BasisAmt |
| Total Net | -$1 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHA RESOURCES SENIOR NOTE | $17,000 | |
| NOKIA CORP NOTE | ||
| RADIOSHACK CORP SENIOR NOTE | $2,000 | |
| J C PENNEY CORP SENIOR NOTE | $44,125 | $47,000 |
| SANDRIDGE ENERGY INC SENIOR NOTE | ||
| BON-TON DEPT STORES INC SENIOR NOTE | $41,750 | $5,000 |
| ALBERTSONS INC SENIOR NOTE | $49,500 | $51,825 |
| PRUDENTIAL FINANCIAL INTERNOTES | $100,034 | $99,569 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (99 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 188 SH ACCO BRANDS CORP | $1,469 | $1,760 |
| 46,542 SH AFLAC CORP | $1,220,754 | $2,462,047 |
| 114 SH AGILENT TECHNOLOGIES | $4,748 | $9,725 |
| 500 SH ALLETE INC | $24,910 | $40,585 |
| 15842.49753 SH ALLSTATE INC | $1,108,539 | $1,781,489 |
| 3600 SH AMERICAN MOVIL S A DE C V | $75,528 | $57,600 |
| 3246 SH ANGLO AMERN PLC | $28,954 | $46,730 |
| 51462 AH ANR INC CONTINGENT REV | ||
| 462 SH APACHE CORP | $31,790 | $11,823 |
| 1915.8264 SH ARCHER DANIELS MIDLAND | $96,299 | $88,799 |
| 1000 SH ASSURED GUARANTY LTD | $25,990 | $49,020 |
| 309 SH AXCELIS TECHNOLOGIES | $3,185 | $7,445 |
| 1724 SH BRISTOL-MYERS SQUIBB | $112,094 | $110,664 |
| 700 SH CATERPILLAR INC | $61,222 | $103,376 |
| 450 SH CBS CORP CL | ||
| 1093 SH CENTURYLINK INC | ||
| 300 SH CHESAPEAKE ENERGY | $27,060 | $6,150 |
| 453 SH CITIGROUP INC | $24,361 | $36,190 |
| 6928 SH CONAGRA BRANDS INC | $202,560 | $237,215 |
| 51 SH CONTURA ENERGY INC | ||
| 9 SH CONTURA ENERGY INC WARRANTS | ||
| 626 SH CORTEVA INC | $16,709 | $18,505 |
| 1089 SH CVS HEALTH CORPORATION | $87,899 | $80,902 |
| 1212 SH DELTA AIR LINES INC | $53,207 | $70,878 |
| 660 SH DISCOVER FINL SERV | $39,138 | $55,981 |
| 24615.42709 SH DOMINION RESOURCES IN | $1,746,224 | $2,038,650 |
| 1879.3735 SH DOW CHEMICAL CO | ||
| 626 SH DOW INC | $32,630 | $34,261 |
| 626 SH DUPONT DE NEMOURS INC | $47,885 | $40,189 |
| 162 SH EASTMAN CHEM CO | $12,982 | $12,840 |
| 1333 SH EATON CORP | $126,262 | |
| 1222.60177 SH EXXON MOBIL CORP | $109,184 | $85,313 |
| 2000 SH FREEPORT-MCMORAN INC | $46,700 | $26,240 |
| 4300 SH GENERAL ELECTRIC CO | $115,756 | $47,988 |
| 4560 SH HARSCO CORP | $74,670 | $104,926 |
| 3253.63684 SH HNI CORP | $156,142 | $121,881 |
| 600 SH HP CORP | $19,980 | $12,330 |
| 1500 SH INTEL CORP | $49,609 | $89,775 |
| 456 SH INTERPUBLIC GROUP CO | $9,597 | $10,534 |
| 1800 SH JOHNSON & JOHNSON | $179,622 | $262,566 |
| 57 SH KEYSIGHT TECHNOLOGIES | $1,961 | $5,850 |
| 2800 SH KROGER CO | $96,408 | $81,172 |
| 2309 SH LAMB WESTON HOLDINGS | $53,861 | $198,643 |
| 1861 SH LINDE PLC | $304,180 | $396,207 |
| 2300 SH MERCK & CO | $138,874 | $209,185 |
| 70 SH MONEYGRAM INTL INC | ||
| 10 SH MOTORS LIQUIDATION COMP GUC | ||
| 20999 SH MYLAN N V | $1,533,766 | $422,080 |
| 10 SH NEWS CORP | $161 | $141 |
| 835 SH NII HOLDINGS | ||
| 932 SH OCCIDENTAL PETE CORP | ||
| 2148 SH OLIN CORP | $64,698 | $37,053 |
| 1000 SH OTTER TAIL POWER CO | $28,635 | $51,290 |
| 136 SH PRINCIPAL FINANCIAL GROUP | $7,065 | $7,480 |
| 19 SH RAYTHEON CO | $2,002 | $4,175 |
| 400 SH ROYAL DUTCH SHELL PLC | $25,588 | $23,592 |
| 41 SH SANDRIDGE ENERGY INC WARRANTS | ||
| 97 SH SANDRIDGE ENERGY INC WARRANTS | ||
| 112 SH SANDRIDGE ENERGY INC | ||
| 1100 SH SENIOR HOUSING PROP | $21,496 | $9,284 |
| 500 SH STATE AUTO FINANCIAL CORP | $11,696 | $15,510 |
| 2535.03945 SH TARGET CORP | $201,675 | $325,017 |
| 32 SH TRAVELERS COMPANIES | $3,272 | $4,382 |
| 42 SH TWENTY-FIRST CENTURY FOX | ||
| 857 SH TYSON FOODS INC | $35,184 | $78,021 |
| 25 SH VERITIV CORP | ||
| 3791.49322 SH VERIZON COMMUNICATIONS | $190,997 | $232,798 |
| 54 SH VIACOM INC | ||
| 482 SH VIACOMCBS INC | $31,493 | $20,230 |
| 140 SH VIAD CORP | $3,715 | $9,450 |
| 600 SH WAL-MART STORES | $47,121 | $71,304 |
| 13 SH WALT DISNEY | $990 | $1,880 |
| 4330.48192 SH WEC ENERGY GROUP INC | $212,367 | $399,400 |
| 73084.12512 SH XCEL ENERGY INC | $2,482,668 | $4,640,111 |
| 322 SH ZIMMER BIOMET HOLDINGS | $35,488 | $48,197 |
| 1500 SH GOLDMAN SACHS GROUP INC | $31,035 | $32,775 |
| 1500 SH GOLMAN SACHS GRP INC | $30,495 | $34,560 |
| 500 SH MFA FINANCIAL INC | $12,503 | $12,900 |
| 2000 SH MORGAN STANLEY DEP | $42,900 | $45,060 |
| 1000 SH FRANKLIN UNIVERS TRUST | $7,090 | $7,780 |
| 69.5544 SH INSIGHT SELECT INCOME FD | $1,367 | $1,393 |
| 300 SH ISHARES S&P US PFD STK IND | $11,891 | $11,277 |
| 2050 SH NUVEEN MUNI VALUE FUND | $20,089 | $21,935 |
| 1505 SH NUVEEN QUALITY MUNI INC FUND | $20,529 | $21,973 |
| 5934.5724 SH PUTNAM MANAGED MUNI FUN | $43,382 | $47,417 |
| 5,451 SH CAPITAL WORLD GROWTH & INC | $260,377 | $284,290 |
| 9,691 SH EATON VANCE TAX MANG GRO | $173,746 | $269,105 |
| 27984.401 SH FRANKLIN HIGH YIELD TAX | $294,676 | $284,601 |
| 38,020 SH FRANKLIN INC FUND | $91,158 | $89,346 |
| 6031.563 SH INVESCO MUNI INC FUND | $81,969 | $81,667 |
| 13,937 SH OPPENHEIMER INTL BOND | $76,653 | $77,767 |
| 3,368 SH OPPENHEIMER SENIOR FLOAT | $27,438 | $25,228 |
| 4,329 SH OPPENHEIMER STEELPATH ML | $34,362 | $21,643 |
| 4,602 SH PUTNAM GLOBAL UTIL | $85,882 | $80,160 |
| 2,697 SH PUTNAM TAX EXEMPT INC | $23,642 | $23,381 |
| 2,164 SH SMALLCAP WORLD FUND | $105,367 | $127,308 |
| 3,469 SH TEMPLETON GROWTH FUND | $84,648 | $78,301 |
| 1,672 SH THORNBURG INVT INC C | $36,340 | $37,724 |
| 2,049 SH THORNBURG INC A | $44,569 | $46,289 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $133,225 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $140,082 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $149,031 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $167,130 | StateLocalSecEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXCISE TAX | $18,778 | |
| FOREIGN TAX WITHHOLDING-ED JONES | $1,152 | $1,152 |
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