COMFORT FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COMFORT FAMILY FOUNDATION (EIN 27-3079512)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202043159349100724
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T08:56:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E 10TH ST STE 500 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571046375 | 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 | 273079512 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMFORT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMF | BusinessNameControlTxt |
| Phone | 6052213094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5032 SOUTH BUR OAK PLACE NO 131A | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH MILLER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6052213094 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURIE HANSON CPA | PreparerPersonNm |
| PTIN | P00851848 | PTIN |
| Phone | 6053391999 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.83.199.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 15:01:45 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 50CCFF325394DF76E401CCE6D67578A0FB45D135 | 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 | $17,444,798 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $160,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $335,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,098 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,267,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,694,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,267,356 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,763,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,417,454 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,511 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,255 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,256 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,406 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,406 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $151,311 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,461 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $201 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $563 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $563 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $160,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $343,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,276,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,276,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,619,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,293,863 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $143,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,335,175 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,200,981 | CashBOYAmt |
| Cash EOY | $559,370 | CashEOYAmt |
| Cash EOYFMV | $559,370 | CashEOYFMVAmt |
| US Government Obligations BOY | $5,639,989 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,985,386 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,594,011 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,689,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,132,907 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,291,417 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,371 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $19,532,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,677,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,444,798 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $19,532,741 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,677,663 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,532,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,677,663 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,532,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,677,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,532,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $143,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,713 | OtherIncreasesAmt |
| Subtotal | $19,677,663 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,677,663 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED | P | $2,038,217 | $2,070,139 | -$31,922 | -$31,922 |
| SALE OF PUBLICLY TRADED | P | $1,447,589 | $1,447,371 | $218 | $218 |
| SALE OF PUBLICLY TRADED | P | $6,208,639 | $4,909,671 | $1,298,968 | $1,298,968 |
| CAPITAL GAINS DIVIDENDS | P | $92 | $92 | $92 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,267,356 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,140,933 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,897,554 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,136,586 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,937,530 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057007 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,110,387 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,802,272 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056074 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,096,617 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,601,828 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050765 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $743,560 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,616,611 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034398 | DistributionYr5Rt |
| Total Distribution | 0.258619 | TotalDistributionRt |
| Average Distribution | 0.051724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,711,616 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $864,392 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,352 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $877,744 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,293,863 | 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 | $13,352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,452 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,952 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,600 | OverpaymentAmt |
| Applied To ES Tax | $10,600 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEBORAH E MILLER | IndividualWithBooksNm |
| Phone | 6052213094 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5032 SOUTH BUR OAK PL STE 131A | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH E MILLER | ||||||||
| 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CONSTANCE M COMFORT | ||||||||
| 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BTC TRUST COMPANY OF SOUTH DAKOTA | ||||||||
| 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 | OFFICER | 1.00 | $28,511 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 WALNUT ST | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PORTFOLIO MANAGEMENT | ServiceTypeTxt |
| Compensation | $151,110 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,576,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $389,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,966,108 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,966,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $254,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,711,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $835,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $835,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,352 | TotalTaxAmt |
| Distributable Before Adj | $822,229 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $822,229 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $822,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,293,863 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,293,863 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,352 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,280,511 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $822,229 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $560,804 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,293,863 | QualifyingDistributionsAmt |
| Applied To Year1 | $560,804 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $733,059 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $89,170 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHEINZ57 PET RESCUE | |||||||
| 4002 ASH ST | DES MOINES | IA | 50069 | NONE | PC | UNRESTRICTED GIFT | $30,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1717 INGEROLL AVE STE 111 | DES MOINES | IA | 50310 | NONE | PC | UNRESTRICTED GIFT | $5,000 |
| AMERICAN RED CROSS | |||||||
| 2116 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | UNRESTRICTED GIFT | $20,000 |
| ANIMAL RESCUE | |||||||
| 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | PC | UNRESTRICTED GIFT | $60,000 |
| BLANK PARK ZOO | |||||||
| 7401 SW 9TH ST | DES MOINES | IA | 50315 | NONE | PC | UNRESTRICTED GIFT | $30,000 |
| CATHOLIC CHARITIES | |||||||
| 601 GRAND AVE | DES MOINES | IA | 50309 | NONE | PC | UNRESTRICTED GIFT | $10,000 |
| FOOD BANK | |||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | PC | UNRESTRICTED GIFT | $30,000 |
| HABITAT FOR HUMANITY | |||||||
| 2200 E EUCLID AVE | DES MOINES | IA | 50317 | NONE | PC | UNRESTRICTED GIFT | $6,000 |
| IA COMMUNITY ACTION ASSOCIATION | |||||||
| 1618 SIXTH AVE | DES MOINES | IA | 50314 | NONE | PC | UNRESTRICTED GIFT | $30,000 |
| MERCY FOUNDATION | |||||||
| 411 LAUREL ST STE 2250 | DES MOINES | IA | 50314 | NONE | PC | UNRESTRICTED GIFT | $1,000,000 |
| PAWS & EFFECT | |||||||
| PO BOX 41442 | DES MOINES | IA | 50311 | NONE | PC | UNRESTRICTED GIFT | $20,000 |
| SALVATION ARMY | |||||||
| 133 E 2ND ST | DES MOINES | IA | 50312 | NONE | PC | UNRESTRICTED GIFT | $5,000 |
| HOSPICE OF CENTRAL IOWA FOUNDATION | |||||||
| 3000 EASTON BOULEVARD | DES MOINES | IA | 50317 | NONE | PC | UNRESTRICTED GIFT | $10,000 |
| OZARK CATHOLIC ACADEMY | |||||||
| PO BOX 1240 | TONTITOWN | AR | 72770 | NONE | PC | UNRESTRICTED GIFT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,276,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $335,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,267,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,603,000 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,603,000 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DEBORAH E MILLER | ||||||
| 1 | 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 | $80,000 | Yes (X) |
| CONSTANCE M COMFORT | ||||||
| 2 | 5032 SOUTH BUR OAK PL STE 131A | SIOUX FALLS | SD | 57108 | $80,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,406 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,406 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $97,419 | $101,452 |
| ACCENTURE PLC IRELAND SHARES CLASS A | $97,334 | $104,864 |
| AFLAC INC | $56,502 | $97,495 |
| AIR PRODUCTS AND CHEMICALS | $64,960 | $102,221 |
| AMERICAN TOWER CORP REIT | $41,250 | $99,282 |
| AMERICAN WATER WORKS CO INC | $68,887 | $97,666 |
| AMERISOURCEBERGEN CORP | $108,364 | $97,263 |
| AMGEN INC | $97,305 | $119,812 |
| ANALOG DEVICES INC | $97,320 | $100,301 |
| APPLE INC | $80,807 | $128,912 |
| AUTOMATIC DATA PROCESSING ADP | $52,897 | $104,005 |
| BECTON DICKINSON & CO | $53,611 | $102,533 |
| BLACKROCK INC | $86,551 | $110,091 |
| BROADRIDGE FINANCIAL SOLUTIONS | $97,651 | $95,002 |
| BROWN AND BROWN INC | $97,399 | $104,977 |
| BROWN-FORMAN CORP CLASS B | $55,213 | $103,360 |
| CHUBB LTD | $97,280 | $95,264 |
| CISCO SYSTEMS INC | $97,298 | $94,721 |
| CLOROX COMPANY | $72,042 | $96,270 |
| CMS ENERGY CORP | $97,247 | $97,465 |
| COLGATE-PALMOLIVE CO | $97,200 | $94,517 |
| COMCAST CORP NEW CLASS A | $97,545 | $93,852 |
| COMMERCE BANCSHARES INC | $54,380 | $112,916 |
| COSTCO WHSL CORP | $50,037 | $99,639 |
| CROWN CASTLE INTERNATIONAL CORP | $97,289 | $98,084 |
| DISNEY WALT COMPANY | $97,594 | $105,146 |
| EATON VANCE CORP | $91,318 | $98,983 |
| ECOLAB INC | $97,392 | $95,337 |
| EMERSON ELECTRIC CO | $89,092 | $113,399 |
| EVERSOURCE ENERGY | $63,992 | $99,447 |
| EXXON MOBIL CORP | $97,189 | $93,715 |
| FACTSET RESEARCH SYSTEMS | $97,548 | $91,759 |
| FEDERAL RLTY INVT TR SBI | $97,227 | $92,428 |
| GENL DYNAMICS CORP | $75,481 | $90,644 |
| GOPRO INC | $2,896,628 | $2,170,000 |
| GRAINGER W W INC | $83,400 | $112,050 |
| HONEYWELL INTERNATIONAL | $85,545 | $102,660 |
| ILLINOIS TOOL WORKS INC | $61,935 | $111,371 |
| INTERNATIONAL BUSINESS MACHINE CORP | $102,774 | $91,013 |
| J M SMUCKER CO | $98,849 | $93,405 |
| JACK HENRY & ASSOC INC | $97,577 | $95,997 |
| JOHNSON & JOHNSON | $80,067 | $108,673 |
| LINDE PLC | $83,133 | $106,450 |
| LOWES COMPANIES INC | $65,475 | $104,071 |
| L3HARRIS TECHNOLOGIES INC | $97,554 | $89,833 |
| MC CORMICK & CO INC | $44,980 | $103,196 |
| MCDONALDS CORP | $97,285 | $91,296 |
| MEDTRONIC PLC | $76,508 | $99,382 |
| MICROSOFT CORP MSFT | $97,347 | $108,813 |
| MONDELEZ INTL INC | $97,496 | $97,271 |
| NEW JERSEY RE CORP | $74,015 | $97,296 |
| NEWLINK GENETICS CORP | $2,220,371 | $480,700 |
| NEXTERA ENERGY INC | $97,245 | $104,613 |
| NIKE INC CLASS B | $53,775 | $112,555 |
| P P G INDUSTRIES INC | $97,329 | $107,459 |
| PAYCHEX INC | $56,342 | $99,860 |
| PEPSICO INCORPORATED | $76,676 | $98,266 |
| PHILLIPS 66 | $76,340 | $105,282 |
| POLARIS INC | $97,458 | $109,938 |
| PROCTER & GAMBLE CO | $72,652 | $99,795 |
| REALTY INCOME CORP | $69,071 | $94,541 |
| S&P GLOBAL INC | $97,428 | $103,486 |
| STARBUCKS CORP | $97,513 | $93,195 |
| STRYKER CORP | $40,916 | $92,374 |
| SYSCO CORPORATION | $48,314 | $105,984 |
| T ROWE PRICE GROUP INC | $97,165 | $101,615 |
| TEVA PHARMACEUTICAL ADR INDS LTD | $3,746,572 | $2,940,000 |
| TEXAS INSTRUMENTS INC | $97,327 | $96,602 |
| TJX COS INC | $59,154 | $105,084 |
| UNITED PARCEL SERVICE-B | $87,091 | $95,521 |
| UNITED TECHNOLOGIES CORP | $87,929 | $105,731 |
| UNITEDHEALTH GROUP | $96,939 | $122,296 |
| V F CORPORATION | $80,629 | $110,922 |
| VERIZON COMMUNICATIONS | $97,279 | $99,591 |
| WALMART INC | $75,752 | $98,400 |
| WEC ENERGY GROUP | $53,996 | $96,104 |
| XCEL ENERGY INC | $97,340 | $96,314 |
| XYLEM INC | $97,336 | $97,621 |
| 3M | $95,779 | $101,969 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,985,386 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,594,011 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE PREMIUMS | Desc |
| Revenue And Expenses Per Books | $160,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $1,713 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $151,110 | $67,461 | $0 |
| ANNUAL REPORT | $201 | $0 | $201 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $563 | Amt |
| Net Investment Income | $563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFF LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5032 S BUR OAK PLACE STE 131A | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352518289 | EIN |
| Desc | THIS IS A SINGLE MEMBER LLC THAT OPERATES UNDER THE FEDERAL IDENTIFICATION NUMBER OF ITS PARENT. | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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