TOM & FRANCES LEACH FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TOM & FRANCES LEACH FOUNDATION INC (EIN 45-6012703)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-17
- IRS object ID
- 201942909349100204
- Schema version
- 2018v3.1
- 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
- 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 | 2019-10-17T12:19:09-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | BRIAN BJELLA | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-10-17 | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,602,047 | 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 | $133 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $133 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $467,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $467,033 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $467,033 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $208,402 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $208,402 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $208,402 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $183,377 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $258,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,475,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,699 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,153,471 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $958,587 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,153,471 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,087,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,892,854 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,829,039 | 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 | $28,566 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,713 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,853 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $857 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $171 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $686 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,165 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,633 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,532 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $190,965 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190,965 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,904 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,628 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,748 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $813 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $15,712 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,142 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,570 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,363 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,721 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,642 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,304 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,861 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,443 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,678 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,060 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,618 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $361,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $244,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,492 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,203,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,203,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,564,327 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $244,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,306,492 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $523,411 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,648,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,829,039 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,707 | CashBOYAmt |
| Cash EOY | $41,111 | CashEOYAmt |
| Cash EOYFMV | $41,111 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,073,777 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $878,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $878,748 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,388,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,720,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,555,283 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,107,510 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,202,121 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,271,627 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $922,964 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,179,008 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,852,578 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,784 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,921 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,676 | LandBOYAmt |
| Land EOY | $2,863 | LandEOYAmt |
| Land EOYFMV | $2,600 | LandEOYFMVAmt |
| Other Assets BOY | $100 | OtherAssetsBOYAmt |
| Other Assets EOY | $100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,500,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,024,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,602,047 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $702 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,018 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $702 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,018 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,500,268 | UnrestrictedBOYAmt |
| Unrestricted EOY | $19,023,679 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,500,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,023,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,500,970 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,024,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,500,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $523,411 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,023,679 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,023,679 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 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 | 2017-01-01 | 2018-12-31 | $40,939 | $40,939 | $40,939 | |
| US BANK #35193190 | P | 2018-01-01 | 2018-12-31 | $1,153,571 | -$122,382 | -$122,382 | $1,275,953 |
| US BANK #35193190 | P | 2015-01-01 | 2018-12-31 | $2,593,300 | $223,039 | $223,039 | $2,370,261 |
| US BANK #15001923630 | P | 2018-01-01 | 2018-12-31 | $552,442 | $52,087 | $52,087 | $500,355 |
| US BANK #15001923630 | P | 2015-01-01 | 2018-12-31 | $1,121,640 | $51,728 | $51,728 | $1,069,912 |
| IDR K-1 NET LONG-TERM | P | 2015-01-01 | 2018-12-31 | $13,288 | $13,288 | $13,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,699 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$70,295 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,073,212 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,588,507 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05479 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $882,321 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,914,677 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04665 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $821,568 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,328,153 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04251 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $873,149 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,917,270 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04384 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $744,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,804,280 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04183 | DistributionYr5Rt |
| Total Distribution | 0.229610 | TotalDistributionRt |
| Average Distribution | 0.045922 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,896,382 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,005,526 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,484 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,022,010 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,306,492 | 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 | $16,484 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,484 | SubtotalAmt |
| Tax Based On Investment Income | $16,484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,584 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,584 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $67 | EsPenaltyAmt |
| Overpayment | $2,033 | OverpaymentAmt |
| Applied To ES Tax | $2,033 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|
| BRIAN BJELLA | ||||||
| 1050 BOYLAN | BOZEMAN | MT | 59715 | President | 3.00 | $5,000 |
| WILLIAM L DANIEL | ||||||
| 304 E ROSSER AVE | BISMARCK | ND | 58501 | Vice President | 3.00 | $5,000 |
| TODD STEINWAND | ||||||
| PO BOX 5509 | BISMARCK | ND | 58506 | SECR/TREAS | 3.00 | $4,500 |
| DON CLEMENT | ||||||
| 1526 GALLEON PL | BISMARCK | ND | 58504 | Director | 2.00 | $4,500 |
| JOHN T ROSWICK | ||||||
| PO BOX 761 | BISMARCK | ND | 58502 | Director | 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 | $144,232 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,122,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $272,334 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $835,251 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,229,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $22,229,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $333,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,896,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,094,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,094,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,484 | TotalTaxAmt |
| Distributable Before Adj | $1,078,335 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,078,335 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,078,335 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,306,492 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,306,492 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,484 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,290,008 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,078,335 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $358,404 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,306,492 | QualifyingDistributionsAmt |
| Applied To Year1 | $358,404 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $948,088 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $130,247 | UndistributedIncomeCYAmt |
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 | PO BOX 1136 | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 585021136 | 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 (61 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 | ASSISTANCE FOR WOMEN/FAMILIES OF DOMESTIC VIOLENCE/SEXUAL ASSAULT. | $15,000 |
| 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 2018-2019 SEASON WHICH INCLUDES SIX SUBSCRIPTION CONCERTS | $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-TIME PERSON TO COORDINATE PROGRAM & OVERSEE MEAL DELIVERY BY VOLUNTEERS. THIS GROUP DOES NOT RECEIVE ANY FEDERAL FUNDS FOR 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 | |||||||
| 301 S 7TH STREET | FARGO | ND | 58103 | 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.THE ANNUAL EVENT DRAWS 1,600 STUDENTS AND EDUCATORS TOGETHER FOR THE SPRING CONCERT. | $1,500 |
| CENTRAL DAKOTA HUMANE SOCIETY | |||||||
| 2090 37TH ST N | MANDAN | ND | 58554 | NONE | PC | SUPPORT ONGOING FACILITY UPGRADES FOR OUTDOOR FENCED AREA AND EXPAND ADOPTION SPACE. | $11,000 |
| CHARLES HALL FOUNDATION | |||||||
| PO BOX 1995 | BISMARCK | ND | 58502 | NONE | PC | UNDERWRITE THE STARTUP COSTS OF THE RISKING CONNECTION AND THE RESTORATIVE APPROACH TRAUMA-INFORMED SYSTEMS CHANGE MODULE AND WORKING WITH THE COUNCIL ON REQUIRED ACCREDITATION | $25,000 |
| DAKOTA STAGE LIMITED | |||||||
| 412 E MAIN ST | BISMARCK | ND | 58501 | NONE | PC | SUPPORT INSTALLATION OF NEW AND UPGRADED LIGHTING, PROJECTION, AND COMMUNICATION EQUIPMENT. | $19,000 |
| 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. SEVEN SUMMER CAMPS ARE PLANNED FOR OVER 300 ATHLETES AND COACHES. | $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 OUTREACH EFFORTS TO RURAL COMMUNITIES AND SUPPORT TRAINING FOR ADULT VOLUNTEERS. | $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. | $25,000 |
| 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 |
| NORTH DAKOTA SADD INC B-M CHAPTER | |||||||
| PO 743 | HILLSBORO | ND | 58045 | NONE | PC | SUPPORT THE GENERAL OPERATIONS OF THE BISMARCK-MANDAN CHAPTER. THIS PROGRAM EMPOWERS YOUTH TO ADDRESS IMPORTANT ISSUES IN THEIR LIVES SUCH AS ALCOHOL/DRUG/TOBACCO USE, IMPAIRED DRIVING, SUICIDE, AND SEXUAL BEHAVIOR WITH POSITIVE WAYS TO HELP THEM MAKE BETTER CHOICES AND DECISIONS. | $6,000 |
| 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 | CONTINUE "ART FOR ALL - SHARE THE LOVE OF ART" PROGRAM. PROVIDE FREE CLASSES FOR CHILDREN AND OFFER SCHOLARSHIPS 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 CONTINUE THE PROGRAM CREATED LAST YEAR FOR 2ND YEAR NURSING STUDENTS ASSISTING THE ELDERLY IN THEIR HOMES. | $5,000 |
| 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 | OPERATION COSTS FOR THE SCHOOL YEAR 'EXPANDED HOURS' PROGRAM. FUNDING IS USED TO DEFRAY SALARY BUDGET FOR HIRING/RETAINING OF QUALIFIED DIRECT SERVICE PERSONNEL FOR SPECIALIZED AYCARE OF CHILDREN 0-12 WITH MULTIPLE MENTAL OR PHYSICAL CHALLENGES, CHILDREN CONSIDERED AS AT-RISK ALONG WITH THEIR SIBLINGS. | $14,000 |
| 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 |
| 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 HEARING AND SPEECH SERVICES FOR CHILDREN. | $6,000 |
| SLEEPY HOLLOW SUMMER THEATER | |||||||
| PO BOX 675 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT THE PAVILION CONSTRUCTION TO ALLOW FOR MORE PERMANENT LIGHTING AND BACKDROPS AND WEATHER PROTECTION. | $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. | $3,000 |
| BISMARCK-MANDAN CHAMBER FDN-PLAY GR | |||||||
| 1640 BURNT BOAT DR | BISMARCK | ND | 58503 | NONE | PC | CONSTRUCTION OF A UNIVERSAL PLAYGROUND FOR CHILDREN AND ADULTS WITH PHYSICAL LIMIATIONS IN MANDAN, ND. FINAL OF 5 PAYMENTS. | $20,000 |
| 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 |
| ND SAFETY COUNCIL | |||||||
| 1640 BURNT BOAT DRIVE | BISMARCK | ND | 58503 | NONE | PC | SUPPORT CONSTRUCTION OF A CENTER FOR SAFETY EDUCATION. PAID REMAINING PMTS OF 5 YEAR PLEDGE. | $100,000 |
| THEODORE ROOSEVELT MEDORA FDN | |||||||
| PO BOX 1696 | BISMARCK | ND | 58502 | NONE | PC | CONSTRUCTION OF A LIFE SKILLS CENTER IN MEDORA TO CENTRALIZE EMPLOYEE TRAINING AND EDUCATION, EMPLOYEE DINING, GENERAL STORAGE, AND LAUNDRY. FINAL PMT OF 5 PAYMENTS. | $50,000 |
| THE YMCA | |||||||
| 1608 N WASHINGTON ST | BISMARCK | ND | 58501 | NONE | PC | CONSTRUCTION OF A NEW FACILITY IN MANDAN. FINAL PAYMENT ON 5 YEAR PLEDGE. | $100,000 |
| UNIVERSITY OF MARY | |||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | NONE | PC | CONSTRUCTION OF A NEW STUDENT LIVING AREA. 4TH PAYMENT ON 10 YEAR PLEDGE. | $80,000 |
| 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. | $2,000 |
| HEARTVIEW FOUNDATION | |||||||
| 101 E BROADWAY | BISMARCK | ND | 58503 | NONE | PC | EXPANSION OF THE FACILITIES INCLUDING PURCHASE OF A BUILDING. PROVIDES TREATMENT OPTIONS FOR ADDICTION. FINAL PMT OF 5 PAYMENTS. | $32,000 |
| AID INC | |||||||
| 314 W MAIN ST | MANDAN | ND | 58554 | NONE | PC | BUILDING REPAIRS AND ASSISTANCE FOR FOOD, TRANSPORTATION, RENT, AND COUNSELING FOR THOSE WORKING TO HELP THEMSELVES. | $5,000 |
| BISMARCK-MANDAN CHAMBER FDN-COMM BO | |||||||
| 1640 BURNT BOAT DR | BISMARCK | ND | 58503 | NONE | PC | REPLACEMENT OF THE SYNTACTIC FOR THE BISMARCK COMMUNITY BOWL. PAID REMAINING PMTS ON FIVE YEAR PLEDGE. | $75,000 |
| BURLEIGH CO SENIOR ADULTS | |||||||
| 315 N 20TH ST | BISMARCK | ND | 58501 | NONE | PC | RENOVATIONS TO THE DINING AND RECREATION ROOMS FOR THE ORGANIZATION WHICH PROVIDES NUTRITION AND HEALTH SERVICES, AND RECREATIONAL ACTIVITIES FOR SENIORS. | $5,000 |
| DAKOTA ZOOLOGICAL SOCIETY | |||||||
| 602 RIVERSIDE PARK RD | BISMARCK | ND | 58504 | NONE | PC | SUPPORT OF IMPROVEMENTS AT THE DAKOTA ZOO INCLUDING BRINGING IN NEW ANIMALS AND ATTRACTIONS. REMANING PMTS ON 5 PLEDGE PAYMENTS. | $30,000 |
| FORT ABRAHAM LINCOLN FDN | |||||||
| 401 WEST MAIN ST | MANDAN | ND | 58554 | NONE | PC | SUPPORT TO BUILD A MULTI-USE HERITAGE EVENT SPACE "THE MISSOURI RIVER LANDING WAREHOUSE" AT THE PORT OF BISMARCK. FINAL PAYMENT ON THREE PLEDGE. | $5,000 |
| 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. | $4,000 |
| 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. | $50,000 |
| CROSS TRAINING MINISTRIES | |||||||
| PO BOX 2471 | BISMARCK | ND | 58502 | NONE | PC | IMPLEMENT THE CROSS TRAINING MINISTRIES PEACE PLAN TO AN AUDIENCE THAT MAY NEVER OTHERWISE EXPERIENCE CROSS TRAINING. SUPPORT SATELLITE CAMPS AND CREATE A SPECIAL NEEDS CAMP. | $10,000 |
| 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. | $20,000 |
| 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. | $20,000 |
| MISSOURI SLOPE AREAWIDE UW EMERHOME | |||||||
| PO BOX 2111 | BISMARCK | ND | 58502 | NONE | PC | PROVIDE FUNDING FOR AN EMERGENCY HOMELESS SHELTER IN BISMARCK-MANDAN. | $25,000 |
| 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 | $40,000 |
| STATE HISTORICAL SOC OF ND FDN | |||||||
| PO BOX 1976 | BISMARCK | ND | 58502 | NONE | PC | FUND PRODUCTION OF 8 VIDEO SHORTS TO PLAY ON KIOSKS IN THE NATIVE AMERICAN HALL OF HONOR IN THE ND HERITAGE CENTER. 2ND & 3RD PMTS ON THREE YEAR PLEDGE. | $20,000 |
| CHI ST ALEXIUS HEALTH FOUNDATION | |||||||
| 900 E BROADWAY AVE | BISMARCK | ND | 58506 | PC | PURCHASE OF AN AIRBORNE AVIATOR TRANSPORT INCUBATOR FOR THE HEALTHY BABIES, SAFE MOMS PRGRAM. THE INCUBATOR IS A MEDICAL NECESSITY THAT ALLOWS NICU FLIGHT NURSES THE ABILITY TO SAFELY AND QUICKLY TRANSPORT MEDICALLY FRAGILE INFANTS FROM RURAL COMMUNITIES TO CHI ST ALEXIUS. | $75,000 | |
| DSU HERITAGE FOUNDATION SCHOLARSHIP | |||||||
| 230 8TH AVE W | DICKINSON | ND | 58601 | SUPPORT MERIT SCHOLARSHIP PROGRAM FOR 4 STUDENTS TO BE AWARDED IN SPRING SEMESTER 2019. | $5,000 | ||
| 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. 1ST PMT OF 5 $100,000 PAYMENTS MADE IN 2018. REMAINING PAYMENTS TO BE MADE OVER NEXT 4 YEARS. | $100,000 | |
| JUNIOR ACHIEVEMENT | |||||||
| PO BOX 388 | BISMARCK | ND | 58502 | PC | SUPPORT JUNIOR ACHIEVEMENT PROGRAMMING AT BISMARCK-MANDAN SCHOOLS. FUNDS WILL SUPPORT 5 ADDITIONAL ELEMENTARY CLASSROOM PROGRAMS AND 1 NEW JA COMPANY FOR HIGH SCHOOL. | $5,000 | |
| MINOT STATE UNIVERSITY MUSIC DIVISI | |||||||
| 500 W UNIVERSITY AVE | MINOT | ND | 58707 | SUPPORT A MUSIC SCHOLARSHIP | $2,500 | ||
| UNIVERSITY OF ND ALUMNI ASSN FDN | |||||||
| 3501 UNIVERSITY AVE STOP 8157 | GRAND FORKS | ND | 58202 | PC | PROVIDE SCHOLARSHIPS TO NORTH DAKOTA RESIDENTS ATTENDING THE UNIVERSITY OF NORTH DAKOTA. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,203,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| 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 $480,000. | $480,000 | |
| ANNE CARLSEN CENTER | |||||||
| 701 3RD ST NW | JAMESTOWN | ND | 58402 | PC | SUPPORT UPGRADES, CONSTRUCTION AND REPURPOSING FACILITY IN JAMESTOWN. 2ND PAYMENT ON 5 YEAR PLEDGE. REMAINING BALANCE OF $150,000. | $150,000 | NONE |
| GREAT PLAINS FOOD BANK | |||||||
| 721 MEMORIAL HIGHWAY | BISMARCK | ND | 58504 | 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. REMAINING BALANCE ON PLEDGE IS $60,000. | $60,000 | NONE |
| HOME ON THE RANGE | |||||||
| 1635 I-94 | SENTINEL BUTTE | ND | 58654 | 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 PAYMENT ON 5 YEAR PLEDGE, REMAINING BALANCE IS $60,000. | $60,000 | NONE |
| SOUP CAFE | |||||||
| PO BOX 8 | BISMARCK | ND | 58502 | PC | SUPPORT RENOVATION OF A BUILDING IN BISMARCK TO HOUSE A MEAL SERVICE FOR HOMELESS AND LOW INCOME INDIVIDUALS AND FAMILIES. REMAINING PLEDGE BALANCE IS $120,000 | $120,000 | NONE |
| BISMARCK REC COUNCIL | |||||||
| 400 E FRONT AVE | BISMARCK | ND | 58504 | PC | DEVELOPMENT OF 4 GIRLS FASTPITCH SOFTBALL FIELDS AT COTTONWOOD PARK. TOTAL AWARD $50,000 IN 2 PAYMENTS. THE FIRST PAYMENT WAS MADE IN 2018. FINAL PAYMENT WILL BE MADE IN 2019. | $25,000 | |
| 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. 1ST PMT OF 5 $100,000 PAYMENTS MADE IN 2018. REMAINING PAYMENTS TO BE MADE OVER NEXT 4 YEARS. | $400,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,295,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $467,033 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $183,377 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $258,699 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NON-TAXABLE INVEST DISTR | 14 | $168,745 |
| REFUNDS - EXCISE TAX | 1 | $21,047 |
| THOMAS W. LEACH TRUST | 15 | $963,679 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,062,713 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,062,713 | 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 | $8,165 | Amt |
| Net Investment Income | $1,633 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,532 | 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 | $466 | SL | 0.2000 | $149 |
| CANON SCANNER | 2015-01-14 | $478 | $240 | SL | 0.2000 | $96 |
| COMPUTER & SERVER | 2017-12-18 | $2,215 | $55 | SL | 0.2000 | $443 |
| ADD LABOR - 2017 COMPUTER | 2018-03-22 | $1,000 | SL | 0.1250 | $125 |
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 | $4,202,121 | EOYBookValueAmt |
| EOYFMV | $4,271,627 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES HELD AT US BANK | $7,888,916 | $8,543,419 |
| EQUITY FUNDS-M&P CUSTODY ACCT | $4,831,830 | $5,011,864 |
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 | $832,651 |
| REAL ESTATE INV HELD AT US BANK | AT COST | $979,045 | $939,239 |
| REAL ESTATE-M&P CUSTODY ACCT | AT COST | $99,757 | $80,688 |
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 | $12,693 | $2,863 | $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 | $5,653 | $1,035 | $4,618 |
| Rental Expenses | $25,025 | $25,025 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NON-TAXABLE INVEST DISTR | $168,745 | -$5,092 | $168,745 |
| REFUNDS - EXCISE TAX | $21,047 | $21,047 | |
| THOMAS W. LEACH TRUST | $963,679 | $963,679 | $963,679 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $702 | BOYBookValueAmt |
| EOY Book Value | $1,018 | 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 | $188,554 | $188,554 | $0 | $0 |
| LEGAL FEES | $2,411 | $2,411 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,191 | $6,191 | |
| PAYROLL TAXES | $2,185 | $437 | $1,748 |
| TAX ON INVESTMENT INCOME | $12,528 |
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